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 | No change | 675,133 | 70,281 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 568,267 | 59,156 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 529,127 | 55,082 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 516,825 | 53,801 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 275,392 | 28,695 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 163,491 | 17,019 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 149,873 | 15,601 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 156,993 | 15,517 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 147,342 | 15,338 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 129,973 | 13,531 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 101,148 | 10,530 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 79,323 | 8,257 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 67,722 | 6,886 | 2.22% | 2.27% | 13 | -536 | -0.79% | Q3 2026 | Nov 03, 2026 |
| Private Advisor Group, LLC | History | No change | 59,431 | 6,186 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 49,511 | 5,035 | 0.01% | 0.01% | 15 | -4,266 | -7.93% | Q3 2026 | Nov 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 47,358 | 4,929 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 47,948 | 4,875 | 0.01% | 0.0% | 17 | +34,897 | 267.39% | Q3 2026 | Oct 30, 2026 |
| Corient Private Wealth LP | History | No change | 39,168 | 4,077 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 36,886 | 3,840 | 0.16% | 0.16% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 33,597 | 3,497 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 33,767 | 3,433 | 0.26% | 0.22% | 21 | +1,369 | 4.23% | Q3 2026 | Oct 28, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 33,381 | 3,394 | 0.29% | 2.13% | 22 | -190,960 | -85.12% | Q3 2026 | Oct 21, 2026 |
| Opus Capital Group, LLC | History | No change | 31,653 | 3,219 | 0.31% | 0.32% | 23 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 26,656 | 2,774 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Indie Asset Partners, LLC | History | No change | 25,866 | 2,692 | 2.58% | 2.58% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 24,073 | 2,506 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 23,281 | 2,367 | 0.11% | 0.09% | 27 | +7,531 | 47.82% | Q3 2026 | Oct 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,525 | 2,188 | 0.02% | 0.03% | 28 | -8,519 | -28.36% | Q3 2026 | Oct 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 20,677 | 2,102 | 0.06% | 0.06% | 29 | -245 | -1.17% | Q3 2026 | Oct 13, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 19,131 | 1,945 | 1.03% | 1.21% | 30 | -2,622 | -12.05% | Q3 2026 | Oct 16, 2026 |
| M Holdings Securities, Inc. | History | Added to | 19,276 | 1,743 | 0.11% | 0.25% | 31 | +1,102 | 6.06% | Q3 2026 | Nov 03, 2026 |
| Quantinno Capital Management LP | History | No change | 16,525 | 1,720 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bawa N Mallick Trust | History | No change | 16,500 | 1,717 | 0.56% | 0.56% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | Added to | 16,717 | 1,700 | 0.08% | 0.08% | 34 | +1,919 | 12.97% | Q3 2026 | Nov 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 15,993 | 1,664 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,159 | 1,643 | 0.0% | 0.0% | 36 | -4,975 | -23.54% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 15,698 | 1,634 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 13,600 | 1,415 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 13,479 | 1,403 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,474 | 1,268 | 0.04% | 0.04% | 40 | -198 | -1.56% | Q3 2026 | Oct 08, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 1 | 1,262 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11,387 | 1,185 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 11,132 | 1,132 | 0.27% | 0.29% | 43 | -261 | -2.29% | Q3 2026 | Oct 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,871 | 1,131 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 10,500 | 1,093 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 10,541 | 1,071 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,097 | 1,009 | 0.0% | 0.0% | 47 | +11 | 0.11% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,415 | 980 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 9,468 | 962 | 0.0% | 0.0% | 49 | -58 | -0.61% | Q3 2026 | Nov 02, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 9,205 | 958 | 0.4% | 0.4% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookwood Investment Group LLC | History | No change | 8,766 | 912 | 0.1% | 0.1% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | No change | 8,749 | 910 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Investment Management Inc | History | No change | 8,606 | 896 | 0.24% | 0.24% | 53 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,536 | 868 | 0.01% | 0.01% | 54 | +760 | 9.77% | Q3 2026 | Oct 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,160 | 849 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,874 | 819 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,975 | 811 | 0.0% | 0.0% | 57 | +1,486 | 22.9% | Q3 2026 | Nov 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 7,898 | 803 | 0.04% | 0.03% | 58 | +2,597 | 48.99% | Q3 2026 | Oct 28, 2026 |
| GTS SECURITIES LLC | History | No change | 7,491 | 779 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 7,475 | 778 | 0.47% | 0.47% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversified Enterprises, LLC | History | No change | 7,610 | 773 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 7,052 | 734 | 0.18% | 0.18% | 62 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| National Wealth Management Group, LLC | History | Added to | 7,080 | 720 | 0.21% | 0.13% | 63 | +2,904 | 69.54% | Q3 2026 | Oct 26, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 7,039 | 715 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Rubicon Advisors, GP | History | Added to | 6,760 | 687 | 0.48% | 0.49% | 65 | +250 | 3.84% | Q3 2026 | Oct 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,598 | 670 | 0.01% | 0.01% | 66 | -10 | -0.15% | Q3 2026 | Oct 21, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 6,384 | 649 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,140 | 639 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,050 | 629 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 6,000 | 624 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | No change | 5,800 | 603 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Greenspring Advisors, LLC | History | No change | 5,700 | 579 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,665 | 576 | 0.01% | 0.02% | 73 | -6,535 | -53.57% | Q3 2026 | Oct 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,523 | 562 | 0.0% | 0.0% | 74 | +193 | 3.62% | Q3 2026 | Oct 26, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,289 | 550 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 5,260 | 547 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,152 | 536 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,100 | 530 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AtlasMark Financial, Inc | History | No change | 5,124 | 521 | 0.25% | 0.26% | 79 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| NOVEM GROUP | History | Reduced | 4,653 | 473 | 0.05% | 0.05% | 80 | -199 | -4.1% | Q3 2026 | Oct 19, 2026 |
| Focus Partners Wealth | History | No change | 4,516 | 470 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 4,463 | 464 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,414 | 459 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,459 | 453 | 0.01% | 0.01% | 84 | -21 | -0.47% | Q3 2026 | Oct 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,350 | 452 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Collier Financial | History | No change | 4,295 | 447 | 0.31% | 0.31% | 86 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,826 | 436 | 0.03% | 0.03% | 87 | +95 | 2.01% | Q3 2026 | Oct 30, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 4,277 | 434 | 0.11% | 0.11% | 88 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cerity Partners LLC | History | No change | 4,122 | 429 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | No change | 4,050 | 411 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| LRI Investments, LLC | History | No change | 3,855 | 401 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 3,781 | 393 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WBH ADVISORY INC | History | No change | 3,801 | 386 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Fortune Financial Group, Inc. | History | No change | 3,720 | 378 | 0.34% | 0.3% | 94 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 3,537 | 368 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 3,626 | 368 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PFG Investments, LLC | History | No change | 3,442 | 358 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,431 | 348 | 0.0% | 0.01% | 98 | -4,641 | -57.5% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,259 | 339 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,238 | 337 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 3,170 | 329 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | No change | 3,140 | 326 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TritonPoint Partners, LLC | History | No change | 3,097 | 322 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berbice Capital Management LLC | History | Added to | 3,116 | 316 | 0.16% | 0.14% | 104 | +500 | 19.11% | Q3 2026 | Oct 13, 2026 |
| &PARTNERS | History | No change | 3,017 | 314 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,000 | 312 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 3,075 | 307 | 0.01% | 0.01% | 107 | +78 | 2.6% | Q3 2026 | Oct 09, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,899 | 301 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GWN SECURITIES INC. | History | No change | 2,836 | 295 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Procyon Advisors, LLC | History | Added to | 2,891 | 293 | 0.01% | 0.01% | 110 | +14 | 0.49% | Q3 2026 | Oct 21, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 2,839 | 288 | 0.03% | 0.03% | 111 | -258 | -8.33% | Q3 2026 | Oct 19, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,748 | 286 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,715 | 282 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,693 | 280 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,660 | 277 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 2,700 | 274 | 0.01% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 2,678 | 272 | 0.01% | 0.01% | 117 | +275 | 11.44% | Q3 2026 | Nov 04, 2026 |
| Polaris Financial Partners | History | New | 2,593 | 265 | 0.12% | — | 118 | +2,593 | New | Q3 2026 | Oct 02, 2026 |
| IHT Wealth Management, LLC | History | No change | 2,511 | 261 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 2,525 | 256 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,459 | 255 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 2,400 | 249 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Grant Private Wealth Management Inc | History | No change | 2,457 | 249 | 0.11% | 0.11% | 123 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 2,413 | 245 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,349 | 239 | 0.01% | 0.01% | 125 | -163 | -6.49% | Q3 2026 | Oct 22, 2026 |
| Sherman Wealth Management LLC | History | Added to | 2,313 | 235 | 0.17% | 0.18% | 126 | +17 | 0.74% | Q3 2026 | Oct 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 2,210 | 230 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 2,247 | 228 | 0.0% | 0.02% | 128 | -10,120 | -81.83% | Q3 2026 | Oct 27, 2026 |
| Dale Q Rice Investment Management Ltd | History | No change | 2,193 | 223 | 0.12% | 0.12% | 129 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Triton Wealth Management, PLLC | History | No change | 2,570 | 212 | 0.06% | 0.08% | 130 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,035 | 211 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 2,008 | 208 | 0.2% | 0.2% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 2,021 | 205 | 0.02% | 0.02% | 133 | -27 | -1.32% | Q3 2026 | Nov 02, 2026 |
| MSH Capital Advisors LLC | History | No change | 1,975 | 200 | 0.03% | 0.04% | 134 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,804 | 187 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,783 | 186 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,750 | 182 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,743 | 177 | 0.06% | 0.09% | 138 | -157 | -8.26% | Q3 2026 | Oct 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,613 | 167 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,596 | 166 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BOKF, NA | History | No change | 1,260 | 128 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 1,240 | 126 | 0.09% | 0.08% | 142 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,230 | 124 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,200 | 124 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,200 | 122 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,004 | 102 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| IFG Advisory, LLC | History | No change | 935 | 97 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 928 | 94 | 0.0% | 0.0% | 148 | +82 | 9.69% | Q3 2026 | Oct 21, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 900 | 91 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cheviot Value Management, LLC | History | No change | 750 | 78 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 715 | 72 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| US BANCORP \DE\ | History | No change | 645 | 67 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | New | 650 | 66 | 0.01% | — | 153 | +650 | New | Q3 2026 | Oct 26, 2026 |
| GGM Financial LLC | History | No change | 631 | 64 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 600 | 62 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 600 | 61 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Rialto Wealth Management, LLC | History | No change | 593 | 61 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 575 | 59 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 586 | 59 | 0.04% | 0.05% | 159 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 539 | 56 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 550 | 55 | 0.0% | 0.0% | 161 | -172 | -23.82% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 536 | 54 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | Added to | 501 | 50 | 0.0% | 0.0% | 163 | +75 | 17.61% | Q3 2026 | Oct 15, 2026 |
| Allworth Financial LP | History | No change | 479 | 49 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 472 | 47 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 412 | 41 | 0.0% | 0.0% | 166 | +111 | 36.88% | Q3 2026 | Nov 03, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 400 | 40 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 320 | 33 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 274 | 28 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 250 | 26 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | No change | 234 | 23 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 224 | 23 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NorthAvenue LLC | History | No change | 234 | 23 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 217 | 22 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 223 | 22 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Register Financial Advisors LLC | History | No change | 200 | 20 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 174 | 18 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 138 | 14 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Go Invest LLC | History | Added to | 131 | 13 | 0.0% | 0.0% | 180 | +26 | 24.76% | Q3 2026 | Oct 08, 2026 |
| First PREMIER Bank | History | No change | 125 | 13 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 124 | 12 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Financial LLC | History | New | 105 | 10 | 0.0% | — | 186 | +105 | New | Q3 2026 | Nov 04, 2026 |
| GK Wealth Management LLC | History | New | 100 | 10 | 0.01% | — | 185 | +100 | New | Q3 2026 | Oct 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 108 | 10 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Archer Investment Corp | History | No change | 100 | 10 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 100 | 10 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 75 | 7 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | No change | 65 | 6 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 50 | 5 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 50 | 5 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CNB Bank | History | No change | 43 | 4 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 39 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harborfront Financial Group LLC | History | No change | 44 | 4 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 20 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 22 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 10 | 1 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -15,232 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,375 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -5,291 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Wellington Shields & Co., LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,996 | -100.0% | Q3 2026 | Nov 03, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,633 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,264 | -100.0% | Q3 2026 | Nov 04, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,945 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Western Financial Corp/CA | History | Closed out | 0 | 0 | — | 0.07% | — | -2,207 | -100.0% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -573 | -100.0% | Q3 2026 | Nov 02, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 16, 2026 |