Invesco Exchange-Traded Fund Trust II - KBWB
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 11,636,491 | 1,090,106 | 0.06% | 0.04% | 1 | +3,375,496 | 40.86% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 10,370,752 | 964,272 | 0.06% | 0.07% | 2 | -1,023,926 | -8.99% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,149,096 | 385,782 | 0.11% | 0.1% | 3 | +284,302 | 7.36% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,010,409 | 279,907 | 0.02% | 0.03% | 4 | +92,819 | 3.18% | Q2 2026 | Aug 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 2,642,750 | 245,722 | 1.57% | 1.48% | 5 | +479,000 | 22.14% | Q2 2026 | Aug 10, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 1,930,000 | 179,451 | 0.8% | 0.68% | 6 | +509,000 | 35.82% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,820,205 | 169,242 | 0.01% | 0.01% | 7 | -128,348 | -6.59% | Q2 2026 | Aug 13, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,767,605 | 164,352 | 5.5% | 5.46% | 8 | -60,106 | -3.29% | Q2 2026 | Aug 10, 2026 |
| Temasek Holdings (Private) Ltd | History | Added to | 1,660,256 | 154,370 | 0.41% | 0.29% | 9 | +555,394 | 50.27% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,368,448 | 127,238 | 0.09% | 0.07% | 10 | +287,900 | 26.64% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,029,005 | 95,676 | 0.01% | 0.0% | 11 | +516,314 | 100.71% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 889,800 | 82,733 | 1.09% | 0.75% | 12 | +156,900 | 21.41% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | Added to | 756,328 | 70,323 | 1.2% | 0.58% | 13 | +367,271 | 94.4% | Q2 2026 | Jul 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 745,480 | 69,314 | 0.01% | 0.01% | 14 | +69,470 | 10.28% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 727,529 | 67,646 | 0.08% | 0.09% | 15 | -10,727 | -1.45% | Q2 2026 | Aug 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 656,662 | 61,056 | 0.8% | 0.72% | 16 | +28,727 | 4.57% | Q2 2026 | Aug 10, 2026 |
| FIL Ltd | History | Added to | 612,968 | 57,110 | 0.04% | 0.03% | 17 | +172,409 | 39.13% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 611,166 | 56,826 | 0.01% | 0.01% | 18 | +110,361 | 22.04% | Q2 2026 | Aug 07, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 540,360 | 50,242 | 0.63% | 0.6% | 19 | +9,481 | 1.79% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 538,544 | 50,073 | 0.01% | 0.01% | 20 | -9,054 | -1.65% | Q2 2026 | Aug 13, 2026 |
| Itau Unibanco Holding S.A. | History | New | 520,547 | 48,400 | 0.92% | — | 21 | +520,547 | New | Q2 2026 | Aug 14, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Reduced | 511,729 | 47,580 | 11.67% | 9.32% | 22 | -10,814 | -2.07% | Q2 2026 | Jul 29, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 491,375 | 45,688 | 0.31% | 0.06% | 23 | +426,820 | 661.17% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 409,692 | 38,093 | 0.0% | 0.0% | 24 | -29,712 | -6.76% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 369,542 | 34,360 | 0.37% | 0.45% | 25 | -112,017 | -23.26% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 349,820 | 32,526 | 0.03% | 0.03% | 26 | +42,974 | 14.01% | Q2 2026 | Aug 14, 2026 |
| Marks Wealth, LLC | History | New | 336,481 | 31,286 | 6.77% | — | 27 | +336,481 | New | Q2 2026 | Jul 29, 2026 |
| Horizon Investments, LLC | History | Reduced | 336,166 | 31,256 | 0.34% | 0.36% | 28 | -68,963 | -17.02% | Q2 2026 | Aug 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 316,019 | 29,383 | 1.1% | — | 29 | +316,019 | New | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 304,989 | 28,357 | 0.0% | 0.0% | 30 | -58,547 | -16.1% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 250,725 | 23,312 | 0.01% | 0.0% | 31 | +106,382 | 73.7% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 245,601 | 22,835 | 0.03% | 0.03% | 32 | -5,512 | -2.2% | Q2 2026 | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 243,434 | 22,634 | 0.29% | — | 33 | +243,434 | New | Q2 2026 | Aug 13, 2026 |
| Ledyard National Bank | History | Reduced | 234,330 | 21,788 | 1.75% | 1.66% | 34 | -7,396 | -3.06% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 194,141 | 18,051 | 0.0% | 0.0% | 35 | +93,236 | 92.4% | Q2 2026 | Aug 03, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 179,215 | 16,663 | 3.49% | 3.49% | 36 | +4,114 | 2.35% | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 176,038 | 16,368 | 0.17% | 0.16% | 37 | +13,826 | 8.52% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 172,834 | 16,070 | 0.0% | 0.0% | 38 | -77,753 | -31.03% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (HK) LTD | History | New | 151,492 | 14,085 | 0.71% | — | 39 | +151,492 | New | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 140,000 | 13,017 | 0.02% | 0.0% | 40 | +124,694 | 814.67% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 138,359 | 12,864 | 0.01% | 0.01% | 41 | -7,260 | -4.99% | Q2 2026 | Aug 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 108,102 | 10,051 | 0.45% | 0.43% | 42 | -1,633 | -1.49% | Q2 2026 | Aug 03, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 104,879 | 9,751 | 0.01% | 0.04% | 43 | -315,277 | -75.04% | Q2 2026 | Aug 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 101,904 | 9,475 | 0.55% | 0.6% | 44 | -16,169 | -13.69% | Q2 2026 | Aug 04, 2026 |
| TTP Investments, Inc. | History | New | 100,299 | 9,325 | 3.78% | — | 45 | +100,299 | New | Q2 2026 | Jul 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 90,000 | 8,368 | 0.02% | — | 46 | +90,000 | New | Q2 2026 | Aug 17, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 88,594 | 8,237 | 1.39% | 1.43% | 47 | +11,551 | 14.99% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 87,489 | 8,134 | 0.15% | 0.13% | 48 | +845 | 0.98% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 82,878 | 7,705 | 0.01% | 0.01% | 49 | +1,348 | 1.65% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 81,040 | 7,535 | 0.01% | — | 50 | +81,040 | New | Q2 2026 | Aug 13, 2026 |
| WP Advisors, LLC | History | Reduced | 80,551 | 7,489 | 1.81% | 1.84% | 51 | -9,315 | -10.37% | Q2 2026 | Jul 29, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | New | 80,000 | 7,438 | 4.68% | — | 52 | +80,000 | New | Q2 2026 | Aug 14, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 77,470 | 7,203 | 1.54% | 1.86% | 53 | -538 | -0.69% | Q2 2026 | Jul 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 77,442 | 7,200 | 0.0% | 0.0% | 54 | +1,190 | 1.56% | Q2 2026 | Aug 06, 2026 |
| Uniting Wealth Partners, LLC | History | New | 73,585 | 6,841 | 1.39% | — | 55 | +73,585 | New | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 72,723 | 6,772 | 0.0% | 0.0% | 56 | +8,373 | 13.01% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | New | 65,621 | 6,101 | 0.01% | — | 57 | +65,621 | New | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 65,541 | 6,094 | 0.0% | 0.0% | 58 | +6,509 | 11.03% | Q2 2026 | Aug 04, 2026 |
| Silphium Asset Management Ltd | History | Added to | 61,006 | 5,672 | 1.91% | 1.72% | 59 | +3,600 | 6.27% | Q2 2026 | Jul 30, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 60,166 | 5,594 | 1.47% | 1.01% | 60 | +17,620 | 41.41% | Q2 2026 | Aug 13, 2026 |
| Quantitative Investment Management, LLC | History | New | 59,842 | 5,564 | 0.61% | — | 61 | +59,842 | New | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 58,986 | 5,484 | 0.0% | — | 62 | +58,986 | New | Q2 2026 | Jul 30, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 58,968 | 5,482 | 1.49% | 1.21% | 63 | +6,968 | 13.4% | Q2 2026 | Aug 12, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 57,231 | 5,340 | 2.7% | 2.53% | 64 | +1,660 | 2.99% | Q2 2026 | Aug 18, 2026 |
| XP Advisory US, Inc. | History | New | 54,941 | 5,108 | 2.8% | — | 65 | +54,941 | New | Q2 2026 | Jul 30, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | New | 54,391 | 5,057 | 0.29% | — | 66 | +54,391 | New | Q2 2026 | Aug 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 54,299 | 5,048 | 0.02% | — | 67 | +54,299 | New | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 53,562 | 4,980 | 0.03% | 0.03% | 68 | -515 | -0.95% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 51,824 | 4,818 | 0.0% | 0.0% | 69 | +8,837 | 20.56% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 51,792 | 4,815 | 0.02% | 0.01% | 70 | +33,489 | 182.97% | Q2 2026 | Jul 28, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 51,121 | 4,753 | 0.31% | 0.42% | 71 | -16,602 | -24.51% | Q2 2026 | Jul 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 44,865 | 4,171 | 0.02% | 0.0% | 72 | +38,985 | 663.01% | Q2 2026 | Jul 20, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 44,487 | 4,136 | 0.05% | 0.04% | 73 | -389 | -0.87% | Q2 2026 | Jul 29, 2026 |
| Interval Partners, LP | History | Reduced | 43,400 | 4,035 | 0.1% | 0.15% | 74 | -30,600 | -41.35% | Q2 2026 | Aug 14, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 42,923 | 3,990 | 0.14% | 0.14% | 75 | +4,060 | 10.45% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Reduced | 41,853 | 3,891 | 0.0% | 0.0% | 76 | -1,869 | -4.27% | Q2 2026 | Aug 03, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 41,242 | 3,834 | 1.97% | 1.77% | 77 | +2,098 | 5.36% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 41,105 | 3,821 | 0.05% | 0.05% | 78 | -87 | -0.21% | Q2 2026 | Aug 13, 2026 |
| Guardian Partners Inc. | History | Reduced | 40,600 | 3,774 | 0.34% | 0.77% | 79 | -76,800 | -65.42% | Q2 2026 | Jul 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 39,406 | 3,662 | 0.97% | 0.93% | 80 | +1,611 | 4.26% | Q2 2026 | Jul 30, 2026 |
| ProVise Management Group, LLC | History | Reduced | 39,205 | 3,645 | 0.24% | 0.23% | 81 | -722 | -1.81% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 38,670 | 3,595 | 1.68% | 1.5% | 82 | +5 | 0.01% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 36,391 | 3,383 | 0.0% | 0.01% | 83 | -3,612 | -9.03% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 35,499 | 3,300 | 0.01% | 0.0% | 84 | +698 | 2.01% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,397 | 3,198 | 0.0% | 0.01% | 85 | -15,353 | -30.86% | Q2 2026 | Jul 29, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 33,029 | 3,071 | 0.0% | 0.0% | 86 | +27,695 | 519.22% | Q2 2026 | Aug 12, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 32,091 | 2,983 | 0.78% | 0.85% | 87 | -16 | -0.05% | Q2 2026 | Jul 09, 2026 |
| Gotham Asset Management, LLC | History | Added to | 30,814 | 2,865 | 0.01% | 0.01% | 88 | +2,840 | 10.15% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 30,475 | 2,833 | 0.01% | 0.01% | 89 | +1,127 | 3.84% | Q2 2026 | Jul 27, 2026 |
| Anfield Capital Management, LLC | History | No change | 35,780 | 2,830 | 0.78% | 0.78% | 90 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 30,027 | 2,791 | 0.02% | — | 91 | +30,027 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 29,276 | 2,722 | 0.0% | 0.0% | 92 | +2,185 | 8.07% | Q2 2026 | Aug 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 27,299 | 2,538 | 0.21% | 0.22% | 93 | -5,624 | -17.08% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 27,153 | 2,524 | 0.08% | 0.09% | 94 | -1,167 | -4.12% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,805 | 2,492 | 0.02% | 0.01% | 95 | +10,416 | 63.55% | Q2 2026 | Jul 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 25,464 | 2,367 | 0.12% | 0.16% | 96 | -7,034 | -21.64% | Q2 2026 | Jul 31, 2026 |
| Ayalon Insurance Comp Ltd. | History | New | 24,800 | 2,306 | 0.28% | — | 97 | +24,800 | New | Q2 2026 | Jul 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 24,023 | 2,233 | 0.16% | 0.15% | 98 | +1,307 | 5.75% | Q2 2026 | Jul 09, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 23,477 | 2,182 | 0.02% | 0.03% | 99 | -3,481 | -12.91% | Q2 2026 | Aug 10, 2026 |
| Central Pacific Bank - Trust Division | History | New | 23,155 | 2,152 | 0.22% | — | 100 | +23,155 | New | Q2 2026 | Jul 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 22,605 | 2,102 | 0.0% | 0.0% | 101 | -300 | -1.31% | Q2 2026 | Jul 27, 2026 |
| Transcendent Capital Group LLC | History | New | 22,146 | 2,059 | 0.8% | — | 102 | +22,146 | New | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 20,454 | 1,901 | 0.09% | 0.0% | 103 | +20,408 | 44365.22% | Q2 2026 | Jul 28, 2026 |
| EASTERN BANK | History | Added to | 20,402 | 1,896 | 0.03% | 0.02% | 104 | +4,154 | 25.57% | Q2 2026 | Jul 01, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 18,319 | 1,703 | 0.07% | 0.03% | 105 | +7,009 | 61.97% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,115 | 1,591 | 0.0% | 0.0% | 106 | +11,235 | 191.07% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | Added to | 16,626 | 1,545 | 0.09% | 0.08% | 107 | +517 | 3.21% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,524 | 1,536 | 0.0% | 0.0% | 108 | +1,777 | 12.05% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | Added to | 16,346 | 1,519 | 0.01% | 0.0% | 109 | +16,294 | 31334.62% | Q2 2026 | Aug 10, 2026 |
| Sowell Financial Services LLC | History | New | 16,116 | 1,498 | 0.05% | — | 110 | +16,116 | New | Q2 2026 | Jul 17, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 16,000 | 1,487 | 0.01% | 0.01% | 111 | -6,000 | -27.27% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,443 | 1,443 | 0.0% | 0.0% | 112 | +4,324 | 38.89% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 15,250 | 1,417 | 0.01% | 0.01% | 113 | -225 | -1.45% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | Added to | 15,009 | 1,395 | 0.03% | 0.01% | 114 | +5 | 0.03% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Reduced | 14,896 | 1,385 | 0.01% | 0.02% | 115 | -31,236 | -67.71% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | New | 14,840 | 1,379 | 0.0% | — | 116 | +14,840 | New | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 14,399 | 1,338 | 0.03% | — | 117 | +14,399 | New | Q2 2026 | Jul 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 14,271 | 1,326 | 0.0% | 0.0% | 118 | +771 | 5.71% | Q2 2026 | Aug 03, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 14,194 | 1,319 | 0.01% | 0.0% | 119 | +9,606 | 209.37% | Q2 2026 | Aug 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 14,041 | 1,305 | 0.06% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 16,498 | 1,305 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Marex Group Ltd | History | Added to | 14,013 | 1,302 | 0.01% | 0.0% | 122 | +5,700 | 68.57% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 13,089 | 1,217 | 0.03% | 0.03% | 123 | -11 | -0.08% | Q2 2026 | Jul 29, 2026 |
| Northstar Advisory Group, LLC | History | New | 12,423 | 1,155 | 0.36% | — | 125 | +12,423 | New | Q2 2026 | Jul 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 12,424 | 1,155 | 0.0% | 0.0% | 124 | -1,785 | -12.56% | Q2 2026 | Aug 05, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 12,236 | 1,137 | 1.16% | — | 126 | +12,236 | New | Q2 2026 | Jul 08, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 12,078 | 1,123 | 1.05% | 1.01% | 127 | -176 | -1.44% | Q2 2026 | Jul 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 11,955 | 1,111 | 0.05% | 0.05% | 128 | +631 | 5.57% | Q2 2026 | Jul 23, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 11,616 | 1,080 | 0.19% | 0.2% | 129 | -190 | -1.61% | Q2 2026 | Jul 16, 2026 |
| FMR LLC | History | Added to | 11,535 | 1,074 | 0.0% | 0.0% | 130 | +4,303 | 59.5% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Reduced | 11,191 | 1,040 | 0.01% | 0.01% | 131 | -2,099 | -15.79% | Q2 2026 | Aug 12, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 11,070 | 1,029 | 0.04% | 0.04% | 132 | -550 | -4.73% | Q2 2026 | Jul 08, 2026 |
| Circle Wealth Management, LLC | History | Added to | 10,894 | 1,012 | 0.01% | 0.01% | 133 | +4,232 | 63.52% | Q2 2026 | Aug 12, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 10,774 | 1,001 | 0.22% | 0.22% | 134 | -284 | -2.57% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | Added to | 10,654 | 990 | 0.02% | 0.02% | 135 | +3,993 | 59.95% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,453 | 971 | 0.02% | 0.02% | 137 | +1,143 | 12.28% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 10,454 | 971 | 0.0% | 0.0% | 136 | -67 | -0.64% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | Reduced | 10,304 | 957 | 0.04% | 0.05% | 138 | -1,831 | -15.09% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 10,041 | 933 | 0.01% | 0.0% | 139 | +3,764 | 59.96% | Q2 2026 | Aug 17, 2026 |
| Advisor Resource Council | History | Added to | 9,655 | 929 | 0.26% | 0.19% | 140 | +2,120 | 28.14% | Q2 2026 | Jul 28, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | New | 9,218 | 857 | 0.04% | — | 141 | +9,218 | New | Q2 2026 | Jul 23, 2026 |
| Permanent Capital Management, LP | History | Reduced | 8,726 | 811 | 0.11% | 0.12% | 142 | -2 | -0.02% | Q2 2026 | Aug 12, 2026 |
| City Center Advisors, LLC | History | Added to | 8,567 | 796 | 0.64% | 0.61% | 143 | +189 | 2.26% | Q2 2026 | Jul 06, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 8,444 | 785 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Headlands Technologies LLC | History | Added to | 8,321 | 773 | 0.08% | 0.04% | 145 | +3,992 | 92.22% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | New | 8,311 | 772 | 0.01% | — | 146 | +8,311 | New | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8,204 | 762 | 0.0% | 0.0% | 147 | -1,350 | -14.13% | Q2 2026 | Aug 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 8,126 | 755 | 0.18% | 0.17% | 148 | +446 | 5.81% | Q2 2026 | Aug 10, 2026 |
| MARSHALL WACE, LLP | History | New | 8,120 | 754 | 0.0% | — | 149 | +8,120 | New | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | Added to | 8,072 | 750 | 0.01% | 0.01% | 150 | +197 | 2.5% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,000 | 743 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 7,782 | 723 | 0.26% | 0.25% | 152 | -25 | -0.32% | Q2 2026 | Aug 12, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 7,605 | 707 | 0.02% | 0.02% | 153 | -401 | -5.01% | Q2 2026 | Aug 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 7,529 | 700 | 0.01% | 0.01% | 154 | -256 | -3.29% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 7,407 | 688 | 0.01% | — | 155 | +7,407 | New | Q2 2026 | Aug 06, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 7,300 | 678 | 0.19% | — | 156 | +7,300 | New | Q2 2026 | Aug 12, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 7,217 | 671 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,136 | 663 | 0.01% | 0.01% | 158 | -2,391 | -25.1% | Q2 2026 | Aug 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 7,125 | 662 | 0.01% | 0.01% | 159 | -725 | -9.24% | Q2 2026 | Jul 15, 2026 |
| Bank OZK | History | New | 7,079 | 658 | 0.2% | — | 160 | +7,079 | New | Q2 2026 | Aug 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 7,000 | 650 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 6,925 | 643 | 0.06% | 0.06% | 162 | -356 | -4.89% | Q2 2026 | Aug 04, 2026 |
| Clark Asset Management, LLC | History | Added to | 6,645 | 617 | 0.05% | 0.05% | 163 | +31 | 0.47% | Q2 2026 | Jul 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 6,438 | 616 | 0.07% | — | 164 | +6,438 | New | Q2 2026 | Aug 12, 2026 |
| BANK HAPOALIM BM | History | Reduced | 6,280 | 584 | 0.04% | 0.08% | 165 | -200 | -3.09% | Q2 2026 | Aug 05, 2026 |
| One Day In July LLC | History | No change | 6,078 | 565 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tanager Wealth Management LLP | History | No change | 6,057 | 563 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Optiver Holding B.V. | History | New | 5,975 | 555 | 0.0% | — | 168 | +5,975 | New | Q2 2026 | Aug 12, 2026 |
| J. R. Prunier Capital Management LLC | History | No change | 6,814 | 539 | 0.23% | 0.23% | 169 | 0 | 0.0% | Q1 2026 | Jun 15, 2026 |
| Krilogy Financial LLC | History | No change | 5,743 | 533 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Collaborative Capital Advisors LLC | History | New | 5,600 | 520 | 0.33% | — | 171 | +5,600 | New | Q2 2026 | Aug 14, 2026 |
| Investment Research Partners LLC | History | Reduced | 5,563 | 517 | 0.17% | 0.19% | 172 | -336 | -5.7% | Q2 2026 | Aug 04, 2026 |
| Family Manage LLC | History | No change | 5,409 | 502 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | Added to | 5,230 | 486 | 0.0% | 0.0% | 174 | +230 | 4.6% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,960 | 461 | 0.0% | 0.0% | 175 | -188 | -3.65% | Q2 2026 | Sep 08, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,904 | 455 | 0.0% | 0.03% | 176 | -191,321 | -97.5% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | New | 4,875 | 453 | 0.01% | — | 177 | +4,875 | New | Q2 2026 | Jul 31, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,861 | 451 | 0.0% | 0.0% | 178 | -62 | -1.26% | Q2 2026 | Aug 13, 2026 |
| Broadleaf Partners, LLC | History | No change | 4,841 | 450 | 0.09% | 0.09% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Capital, LLC | History | No change | 4,810 | 447 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avail Investment Partners, LLC | History | Reduced | 4,705 | 437 | 0.34% | 0.43% | 181 | -336 | -6.67% | Q2 2026 | Jul 31, 2026 |
| Accredited Investors Inc. | History | Added to | 4,548 | 422 | 0.02% | 0.02% | 182 | +1,000 | 28.18% | Q2 2026 | Jul 21, 2026 |
| ELCO Management Co., LLC | History | No change | 4,500 | 418 | 0.18% | 0.17% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | Added to | 4,409 | 409 | 0.02% | 0.02% | 184 | +3 | 0.07% | Q2 2026 | Jul 23, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 4,396 | 408 | 0.03% | 0.04% | 185 | -835 | -15.96% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,363 | 405 | 0.02% | 0.0% | 186 | +3,467 | 386.94% | Q2 2026 | Jul 20, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 4,354 | 404 | 0.06% | 0.05% | 187 | +734 | 20.28% | Q2 2026 | Jul 16, 2026 |
| GeoWealth Management, LLC | History | New | 4,242 | 394 | 0.01% | — | 188 | +4,242 | New | Q2 2026 | Jul 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 4,236 | 393 | 0.0% | — | 190 | +4,236 | New | Q2 2026 | Aug 14, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 4,234 | 393 | 0.05% | 0.05% | 189 | +475 | 12.64% | Q2 2026 | Aug 04, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 4,192 | 389 | 0.21% | 0.26% | 191 | -1,530 | -26.74% | Q2 2026 | Aug 07, 2026 |
| Sharp Wealth Advisory, LLC | History | New | 4,100 | 381 | 0.18% | — | 192 | +4,100 | New | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,053 | 376 | 0.01% | 0.0% | 193 | +2,107 | 108.27% | Q2 2026 | Jul 29, 2026 |
| Caprock Group, LLC | History | Added to | 4,022 | 373 | 0.01% | 0.01% | 194 | +47 | 1.18% | Q2 2026 | Jul 27, 2026 |
| LM Advisors LLC | History | Added to | 4,000 | 372 | 0.04% | 0.06% | 195 | +3,694 | 1207.19% | Q2 2026 | Aug 12, 2026 |
| Florida Trust Wealth Management Co | History | No change | 3,956 | 367 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 3,913 | 363 | 0.07% | 0.08% | 197 | -935 | -19.29% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,841 | 357 | 0.0% | 0.0% | 198 | +24 | 0.63% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | New | 3,724 | 346 | 0.0% | — | 199 | +3,724 | New | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,667 | 340 | 0.01% | 0.01% | 201 | -927 | -20.18% | Q2 2026 | Jul 15, 2026 |
| WESBANCO BANK INC | History | No change | 3,659 | 340 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | New | 3,607 | 335 | 0.01% | — | 202 | +3,607 | New | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 3,446 | 331 | 0.01% | 0.01% | 203 | -35 | -1.01% | Q2 2026 | Jul 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,476 | 329 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 3,526 | 327 | 0.03% | 0.46% | 205 | -47,568 | -93.1% | Q2 2026 | Jul 31, 2026 |
| Roble, Belko & Company, Inc | History | No change | 3,500 | 325 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fairscale Capital, LLC | History | Reduced | 3,398 | 315 | 0.19% | 0.19% | 208 | -140 | -3.96% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,391 | 315 | 0.0% | 0.0% | 207 | -62 | -1.8% | Q2 2026 | Aug 12, 2026 |
| Regatta Research & Money Management | History | New | 3,368 | 313 | 0.3% | — | 209 | +3,368 | New | Q2 2026 | Aug 11, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 3,322 | 308 | 0.02% | 0.02% | 210 | -196 | -5.57% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 3,302 | 307 | 0.03% | 0.03% | 211 | +1 | 0.03% | Q2 2026 | Jul 31, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 3,153 | 305 | 0.04% | 0.04% | 212 | -50 | -1.56% | Q2 2026 | Aug 06, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 3,203 | 297 | 0.11% | 0.11% | 213 | +50 | 1.59% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | New | 3,180 | 295 | 0.0% | — | 215 | +3,180 | New | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 3,175 | 295 | 0.0% | — | 214 | +3,175 | New | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Reduced | 3,163 | 294 | 0.0% | 0.0% | 216 | -1,030 | -24.56% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Reduced | 3,127 | 290 | 0.0% | 0.0% | 217 | -463 | -12.9% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,055 | 284 | 0.0% | 0.0% | 218 | -436 | -12.49% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Added to | 3,047 | 283 | 0.01% | 0.01% | 219 | +134 | 4.6% | Q2 2026 | Jul 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 2,990 | 278 | 0.0% | 0.0% | 220 | +1,263 | 73.13% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,995 | 278 | 0.0% | 0.0% | 221 | +321 | 12.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 2,896 | 269 | 0.0% | 0.01% | 222 | +10 | 0.35% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,872 | 267 | 0.02% | 0.01% | 223 | -23 | -0.79% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | Added to | 2,841 | 264 | 0.0% | 0.0% | 224 | +75 | 2.71% | Q2 2026 | Aug 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,834 | 263 | 0.0% | 0.0% | 225 | -68 | -2.34% | Q2 2026 | Aug 10, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 2,820 | 262 | 0.07% | 0.08% | 227 | -430 | -13.23% | Q2 2026 | Jul 21, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 2,818 | 262 | 0.0% | 0.0% | 226 | -182 | -6.07% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 2,800 | 260 | 0.0% | — | 229 | +2,800 | New | Q2 2026 | Jul 20, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,803 | 260 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 2,779 | 258 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 2,773 | 257 | 0.0% | — | 232 | +2,773 | New | Q2 2026 | Aug 19, 2026 |
| World Investment Advisors | History | No change | 3,249 | 257 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Reduced | 2,746 | 255 | 0.0% | 0.0% | 233 | -151 | -5.21% | Q2 2026 | Aug 04, 2026 |
| Collar Capital Management, LLC | History | No change | 2,749 | 255 | 0.15% | 0.14% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARLSON FINANCIAL, INC. | History | New | 2,690 | 250 | 0.13% | — | 235 | +2,690 | New | Q2 2026 | Aug 24, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,662 | 247 | 0.0% | 0.0% | 237 | +84 | 3.26% | Q2 2026 | Aug 06, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 2,662 | 247 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Planning Strategies Inc. | History | New | 2,632 | 244 | 0.15% | — | 238 | +2,632 | New | Q2 2026 | Jul 27, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 2,621 | 243 | 0.03% | 0.03% | 239 | +2 | 0.08% | Q2 2026 | Aug 04, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 2,607 | 242 | 0.04% | 0.05% | 240 | -26 | -0.99% | Q2 2026 | Aug 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 2,575 | 239 | 0.15% | 0.18% | 241 | -500 | -16.26% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 2,980 | 235 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | New | 2,517 | 234 | 0.01% | — | 243 | +2,517 | New | Q2 2026 | Aug 06, 2026 |
| South Shore Capital Advisors | History | New | 2,500 | 232 | 0.16% | — | 244 | +2,500 | New | Q2 2026 | Jul 30, 2026 |
| MRA Advisory Group | History | New | 2,435 | 226 | 0.08% | — | 245 | +2,435 | New | Q2 2026 | Jul 08, 2026 |
| US BANCORP \DE\ | History | Added to | 2,423 | 225 | 0.0% | 0.0% | 246 | +126 | 5.49% | Q2 2026 | Aug 12, 2026 |
| SCS Capital Management LLC | History | New | 2,413 | 224 | 0.0% | — | 247 | +2,413 | New | Q2 2026 | Aug 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 2,372 | 221 | 0.02% | 0.01% | 248 | +967 | 68.83% | Q2 2026 | Aug 07, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 2,800 | 221 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gratus Wealth Advisors, LLC | History | New | 2,324 | 216 | 0.03% | — | 250 | +2,324 | New | Q2 2026 | Jul 20, 2026 |
| Index Technologies Group LLC | History | New | 2,315 | 215 | 0.17% | — | 251 | +2,315 | New | Q2 2026 | Aug 14, 2026 |
| Lynx Investment Advisory | History | New | 2,305 | 214 | 0.07% | — | 252 | +2,305 | New | Q2 2026 | Jul 27, 2026 |
| Finley Financial, LLC | History | No change | 2,250 | 209 | 0.08% | 0.08% | 253 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Lido Advisors, LLC | History | New | 2,242 | 208 | 0.0% | — | 254 | +2,242 | New | Q2 2026 | Aug 07, 2026 |
| Stillwater Private Wealth, LLC | History | New | 2,053 | 203 | 0.13% | — | 255 | +2,053 | New | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,905 | 177 | 0.0% | 0.0% | 256 | -3,844 | -66.86% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL PLC | History | New | 1,820 | 169 | 0.0% | — | 257 | +1,820 | New | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,672 | 158 | 0.01% | 0.01% | 258 | +130 | 8.43% | Q2 2026 | Jul 22, 2026 |
| Acropolis Investment Management, LLC | History | No change | 1,562 | 145 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,559 | 144 | 0.0% | 0.0% | 260 | +351 | 29.06% | Q2 2026 | Aug 07, 2026 |
| Addison Advisors LLC | History | Reduced | 1,535 | 142 | 0.07% | 0.03% | 261 | -120 | -7.25% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,412 | 131 | 0.0% | 0.0% | 262 | -307 | -17.86% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | New | 1,392 | 129 | 0.0% | — | 263 | +1,392 | New | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,200 | 111 | 0.0% | 0.0% | 264 | -16,390 | -93.18% | Q2 2026 | Aug 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,167 | 108 | 0.08% | 0.07% | 265 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,154 | 107 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,330 | 105 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,120 | 104 | 0.04% | — | 269 | +1,120 | New | Q2 2026 | Jul 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,125 | 104 | 0.0% | 0.0% | 268 | +868 | 337.74% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,098 | 102 | 0.0% | — | 270 | +1,098 | New | Q2 2026 | Aug 11, 2026 |
| HM PAYSON & CO | History | No change | 890 | 82 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFG Advisory, LLC | History | New | 881 | 81 | 0.0% | — | 272 | +881 | New | Q2 2026 | Aug 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 861 | 80 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 819 | 76 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Y.D. More Investments Ltd | History | No change | 810 | 75 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | Added to | 782 | 72 | 0.0% | 0.0% | 276 | +354 | 82.71% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 754 | 70 | 0.0% | 0.0% | 277 | -2,402 | -76.11% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 742 | 69 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 665 | 61 | 0.0% | 0.0% | 279 | +133 | 25.0% | Q2 2026 | Aug 11, 2026 |
| BAYBAN | History | No change | 648 | 60 | 0.05% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 620 | 58 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mosley Wealth Management | History | Reduced | 556 | 51 | 0.02% | 0.12% | 282 | -2,977 | -84.26% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 534 | 50 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 525 | 48 | 0.0% | 0.0% | 284 | -10 | -1.87% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 500 | 46 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | New | 464 | 43 | 0.01% | — | 286 | +464 | New | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | Added to | 434 | 40 | 0.0% | 0.0% | 287 | +17 | 4.08% | Q2 2026 | Jul 20, 2026 |
| Activest Wealth Management | History | New | 425 | 39 | 0.01% | — | 288 | +425 | New | Q2 2026 | Jul 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 398 | 37 | 0.0% | 0.0% | 289 | +77 | 23.99% | Q2 2026 | Jul 28, 2026 |
| Blume Capital Management, Inc. | History | No change | 400 | 37 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MCF Advisors LLC | History | Added to | 384 | 35 | 0.0% | 0.0% | 291 | +2 | 0.52% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 328 | 30 | 0.0% | 0.0% | 292 | +204 | 164.52% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 310 | 28 | 0.0% | 0.0% | 293 | -735 | -70.33% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 268 | 24 | 0.0% | 0.0% | 294 | +9 | 3.47% | Q2 2026 | Jul 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 258 | 23 | 0.0% | — | 295 | +258 | New | Q2 2026 | Jul 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 245 | 22 | 0.0% | 0.0% | 296 | -15,008 | -98.39% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | New | 220 | 20 | 0.0% | — | 297 | +220 | New | Q2 2026 | Aug 06, 2026 |
| WELLINGTON-ALTUS USA INC. | History | Reduced | 230 | 18 | 0.01% | 0.09% | 299 | -1,474 | -86.5% | Q2 2026 | Sep 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 204 | 18 | 0.0% | 0.0% | 298 | -36 | -15.0% | Q2 2026 | Aug 10, 2026 |
| Piscataqua Savings Bank | History | No change | 180 | 16 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |