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 | No change | 11,636,491 | 1,090,106 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,370,752 | 964,272 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 4,149,096 | 385,782 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,010,409 | 279,907 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 2,642,750 | 245,722 | 1.57% | 1.57% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 1,930,000 | 179,451 | 0.8% | 0.8% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,820,205 | 169,242 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wharton Business Group, LLC | History | No change | 1,767,605 | 164,352 | 5.5% | 5.5% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 1,678,270 | 146,395 | 0.69% | 0.0% | 9 | +1,677,650 | 270588.71% | Q3 2026 | Nov 02, 2026 |
| Temasek Holdings (Private) Ltd | History | Reduced | 1,619,585 | 141,276 | 0.38% | 0.41% | 10 | -40,671 | -2.45% | Q3 2026 | Oct 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,368,448 | 127,238 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,029,005 | 95,676 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 967,645 | 84,407 | 0.54% | 0.31% | 13 | +476,270 | 96.93% | Q3 2026 | Oct 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 889,800 | 82,733 | 1.09% | 1.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | Added to | 811,651 | 70,800 | 1.16% | 1.2% | 15 | +55,323 | 7.31% | Q3 2026 | Oct 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 745,480 | 69,314 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 727,529 | 67,646 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 656,662 | 61,056 | 0.8% | 0.8% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIL Ltd | History | No change | 612,968 | 57,110 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 611,166 | 56,826 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Trail Advisors, LLC | History | No change | 540,360 | 50,242 | 0.63% | 0.63% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 538,544 | 50,073 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 520,547 | 48,400 | 0.92% | 0.92% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | No change | 511,729 | 47,580 | 11.67% | 11.67% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 409,692 | 38,093 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 369,542 | 34,360 | 0.37% | 0.37% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 349,820 | 32,526 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 336,166 | 31,256 | 0.34% | 0.34% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 316,019 | 29,383 | 1.1% | 1.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 304,989 | 28,357 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 250,725 | 23,312 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 245,601 | 22,835 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 243,434 | 22,634 | 0.29% | 0.29% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ledyard National Bank | History | Reduced | 228,501 | 19,932 | 1.57% | 1.75% | 34 | -5,829 | -2.49% | Q3 2026 | Oct 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 194,141 | 18,051 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LOCUST WOOD CAPITAL ADVISERS, LLC | History | New | 200,000 | 17,446 | 0.39% | — | 36 | +200,000 | New | Q3 2026 | Nov 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 176,038 | 16,368 | 0.17% | 0.17% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 172,834 | 16,070 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 193,222 | 15,983 | 3.32% | 3.49% | 39 | +14,007 | 7.82% | Q3 2026 | Oct 30, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 172,700 | 15,065 | 1.25% | 0.28% | 40 | +147,900 | 596.37% | Q3 2026 | Oct 08, 2026 |
| Capital Asset Advisory Services LLC | History | New | 166,871 | 14,721 | 0.5% | — | 41 | +166,871 | New | Q3 2026 | Oct 30, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 151,492 | 14,085 | 0.71% | 0.71% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 154,002 | 13,433 | 0.05% | 0.02% | 43 | +99,703 | 183.62% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 138,359 | 12,864 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 134,591 | 11,740 | 0.67% | 0.55% | 45 | +32,687 | 32.08% | Q3 2026 | Oct 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 108,102 | 10,051 | 0.45% | 0.45% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Point72 Asset Management, L.P. | History | No change | 104,879 | 9,751 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 90,000 | 8,368 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 113,100 | 8,302 | 0.08% | — | 49 | +113,100 | New | Q3 2026 | Nov 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 88,594 | 8,237 | 1.39% | 1.39% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 88,968 | 7,760 | 0.13% | 0.15% | 51 | +1,479 | 1.69% | Q3 2026 | Oct 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 82,878 | 7,705 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 86,778 | 7,570 | 0.51% | 0.02% | 53 | +84,406 | 3558.43% | Q3 2026 | Oct 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 81,040 | 7,535 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | No change | 80,000 | 7,438 | 4.68% | 4.68% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WP Advisors, LLC | History | Added to | 80,651 | 7,035 | 1.61% | 1.81% | 56 | +100 | 0.12% | Q3 2026 | Oct 22, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 73,585 | 6,841 | 1.39% | 1.39% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 72,723 | 6,772 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 72,409 | 6,316 | 2.55% | 1.49% | 59 | +13,441 | 22.79% | Q3 2026 | Nov 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 65,621 | 6,101 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 60,166 | 5,594 | 1.47% | 1.47% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantitative Investment Management, LLC | History | No change | 59,842 | 5,564 | 0.61% | 0.61% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 63,102 | 5,504 | 0.02% | 0.02% | 63 | +11,310 | 21.84% | Q3 2026 | Nov 02, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 57,231 | 5,340 | 2.7% | 2.7% | 64 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Silphium Asset Management Ltd | History | No change | 61,006 | 5,321 | 1.74% | 1.91% | 65 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| XP Advisory US, Inc. | History | No change | 54,941 | 5,108 | 2.8% | 2.8% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 54,391 | 5,057 | 0.29% | 0.29% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 53,562 | 4,980 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 56,554 | 4,933 | 0.0% | 0.0% | 69 | -2,432 | -4.12% | Q3 2026 | Oct 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 51,824 | 4,818 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 51,121 | 4,753 | 0.31% | 0.31% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Csenge Advisory Group | History | New | 53,131 | 4,634 | 0.18% | — | 72 | +53,131 | New | Q3 2026 | Nov 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 44,865 | 4,171 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STEPHENS INC /AR/ | History | No change | 44,487 | 4,136 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Interval Partners, LP | History | No change | 43,400 | 4,035 | 0.1% | 0.1% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 42,923 | 3,990 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 41,242 | 3,834 | 1.97% | 1.97% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 41,105 | 3,821 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 42,428 | 3,705 | 0.96% | 0.97% | 79 | +3,022 | 7.67% | Q3 2026 | Nov 04, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 41,877 | 3,652 | 0.76% | 1.54% | 80 | -35,593 | -45.94% | Q3 2026 | Oct 15, 2026 |
| ProVise Management Group, LLC | History | No change | 39,205 | 3,645 | 0.24% | 0.24% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CVS HEALTH Corp | History | New | 40,000 | 3,489 | 0.81% | — | 82 | +40,000 | New | Q3 2026 | Nov 05, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 39,226 | 3,421 | 1.57% | 1.68% | 83 | +556 | 1.44% | Q3 2026 | Oct 15, 2026 |
| Quantinno Capital Management LP | History | No change | 36,391 | 3,383 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crown Wealth Group, LLC | History | Added to | 37,909 | 3,306 | 0.82% | 0.07% | 85 | +35,089 | 1244.29% | Q3 2026 | Oct 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 35,499 | 3,300 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 36,260 | 3,162 | 0.33% | 0.22% | 87 | +13,105 | 56.6% | Q3 2026 | Oct 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 35,573 | 3,041 | 0.14% | 0.05% | 88 | +23,618 | 197.56% | Q3 2026 | Oct 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 30,814 | 2,865 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 30,475 | 2,833 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 32,149 | 2,804 | 0.72% | 0.78% | 91 | +58 | 0.18% | Q3 2026 | Oct 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 30,027 | 2,791 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 29,276 | 2,722 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 30,400 | 2,651 | 0.0% | 0.0% | 94 | -2,629 | -7.96% | Q3 2026 | Nov 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 27,299 | 2,538 | 0.21% | 0.21% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,216 | 2,461 | 0.01% | 0.0% | 96 | +5,611 | 24.82% | Q3 2026 | Nov 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 27,948 | 2,437 | 0.03% | 0.01% | 97 | +20,812 | 291.65% | Q3 2026 | Oct 26, 2026 |
| IFS Advisors, LLC | History | New | 26,481 | 2,309 | 0.7% | — | 98 | +26,481 | New | Q3 2026 | Oct 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 25,966 | 2,265 | 0.07% | 0.08% | 99 | -1,187 | -4.37% | Q3 2026 | Oct 29, 2026 |
| NewEdge Wealth, LLC | History | No change | 23,477 | 2,182 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Magnus Financial Group LLC | History | Added to | 24,843 | 2,167 | 0.14% | 0.16% | 101 | +820 | 3.41% | Q3 2026 | Oct 21, 2026 |
| Archford Capital Strategies, LLC | History | New | 24,624 | 2,147 | 0.21% | — | 102 | +24,624 | New | Q3 2026 | Oct 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,925 | 1,912 | 0.0% | 0.0% | 103 | -12,472 | -36.26% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 20,523 | 1,790 | 0.01% | 0.02% | 104 | -6,282 | -23.44% | Q3 2026 | Oct 08, 2026 |
| EASTERN BANK | History | Reduced | 20,152 | 1,757 | 0.03% | 0.03% | 105 | -250 | -1.23% | Q3 2026 | Oct 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 18,319 | 1,703 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 17,115 | 1,591 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 16,626 | 1,545 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 17,570 | 1,532 | 0.01% | 0.0% | 109 | +3,299 | 23.12% | Q3 2026 | Oct 16, 2026 |
| Arax Advisory Partners | History | No change | 16,346 | 1,519 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 16,000 | 1,487 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 16,987 | 1,481 | 0.05% | 0.05% | 112 | +871 | 5.4% | Q3 2026 | Oct 23, 2026 |
| CITIGROUP INC | History | Reduced | 16,777 | 1,463 | 0.0% | 0.0% | 113 | -25,076 | -59.91% | Q3 2026 | Nov 04, 2026 |
| Advisor Resource Council | History | Added to | 16,671 | 1,459 | 0.49% | 0.26% | 114 | +7,016 | 72.67% | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 15,443 | 1,443 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 15,250 | 1,417 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 16,063 | 1,401 | 1.3% | 1.05% | 117 | +3,985 | 32.99% | Q3 2026 | Oct 20, 2026 |
| Independent Advisor Alliance | History | No change | 15,009 | 1,395 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 14,896 | 1,385 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 14,840 | 1,379 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | Added to | 15,112 | 1,346 | 0.05% | 0.04% | 121 | +4,808 | 46.66% | Q3 2026 | Nov 03, 2026 |
| Marex Group Ltd | History | No change | 14,013 | 1,302 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANQUE PICTET & CIE SA | History | New | 14,500 | 1,264 | 0.01% | — | 123 | +14,500 | New | Q3 2026 | Oct 16, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 13,796 | 1,203 | 1.14% | 1.16% | 124 | +1,560 | 12.75% | Q3 2026 | Oct 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 13,541 | 1,181 | 0.05% | 0.06% | 125 | -500 | -3.56% | Q3 2026 | Oct 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 13,301 | 1,160 | 0.03% | 0.03% | 126 | +212 | 1.62% | Q3 2026 | Oct 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,424 | 1,155 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Northstar Advisory Group, LLC | History | No change | 12,423 | 1,155 | 0.36% | 0.36% | 128 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,068 | 1,139 | 0.0% | 0.0% | 129 | -3,456 | -20.92% | Q3 2026 | Oct 30, 2026 |
| FMR LLC | History | No change | 11,535 | 1,074 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 11,191 | 1,040 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| City Center Advisors, LLC | History | Added to | 11,732 | 1,023 | 0.78% | 0.64% | 132 | +3,165 | 36.94% | Q3 2026 | Oct 07, 2026 |
| Circle Wealth Management, LLC | History | No change | 10,894 | 1,012 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 11,601 | 1,011 | 0.18% | 0.19% | 134 | -15 | -0.13% | Q3 2026 | Oct 13, 2026 |
| GTS SECURITIES LLC | History | No change | 10,654 | 990 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROCKLAND TRUST CO | History | Added to | 11,152 | 972 | 0.04% | 0.04% | 136 | +82 | 0.74% | Q3 2026 | Oct 05, 2026 |
| Mariner, LLC | History | No change | 10,454 | 971 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,453 | 971 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 10,711 | 934 | 0.23% | 0.22% | 139 | -63 | -0.58% | Q3 2026 | Oct 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,041 | 933 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Financial Management Professionals, Inc. | History | New | 10,567 | 921 | 0.09% | — | 141 | +10,567 | New | Q3 2026 | Oct 23, 2026 |
| Permanent Capital Management, LP | History | No change | 8,726 | 811 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Headlands Technologies LLC | History | No change | 8,321 | 773 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 8,126 | 755 | 0.18% | 0.18% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL WACE, LLP | History | No change | 8,120 | 754 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 8,072 | 750 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,548 | 745 | 0.04% | 0.04% | 147 | +104 | 1.23% | Q3 2026 | Oct 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,000 | 743 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANOVER ADVISORS INC | History | No change | 7,782 | 723 | 0.26% | 0.26% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Reduced | 8,213 | 716 | 0.01% | 0.01% | 150 | -98 | -1.18% | Q3 2026 | Oct 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8,017 | 699 | 0.0% | 0.0% | 151 | -187 | -2.28% | Q3 2026 | Nov 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,407 | 688 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 7,300 | 678 | 0.19% | 0.19% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 7,217 | 671 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 7,684 | 670 | 0.01% | 0.01% | 155 | +155 | 2.06% | Q3 2026 | Oct 21, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 7,548 | 658 | 0.0% | 0.0% | 156 | -69,894 | -90.25% | Q3 2026 | Nov 05, 2026 |
| Bank OZK | History | No change | 7,079 | 658 | 0.2% | 0.2% | 157 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 7,394 | 644 | 0.02% | 0.02% | 158 | -211 | -2.77% | Q3 2026 | Oct 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 7,209 | 628 | 0.01% | 0.01% | 159 | +84 | 1.18% | Q3 2026 | Oct 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 7,000 | 610 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 6,763 | 589 | 0.0% | — | 161 | +6,763 | New | Q3 2026 | Oct 16, 2026 |
| BANK HAPOALIM BM | History | No change | 6,280 | 584 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clark Asset Management, LLC | History | Added to | 6,679 | 582 | 0.04% | 0.05% | 163 | +34 | 0.51% | Q3 2026 | Oct 19, 2026 |
| Optiver Holding B.V. | History | No change | 5,975 | 555 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 6,339 | 552 | 0.05% | 0.06% | 165 | -586 | -8.46% | Q3 2026 | Nov 04, 2026 |
| Creative Planning | History | Added to | 6,233 | 543 | 0.0% | 0.0% | 166 | +3,070 | 97.06% | Q3 2026 | Nov 02, 2026 |
| One Day In July LLC | History | No change | 6,078 | 530 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Tanager Wealth Management LLP | History | No change | 6,057 | 528 | 0.04% | 0.05% | 168 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Collaborative Capital Advisors LLC | History | No change | 5,600 | 520 | 0.33% | 0.33% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Manage LLC | History | No change | 5,409 | 502 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 5,230 | 486 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Investment Research Partners LLC | History | Reduced | 5,496 | 479 | 0.16% | 0.17% | 172 | -67 | -1.2% | Q3 2026 | Oct 19, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,960 | 461 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,904 | 455 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,875 | 453 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,861 | 451 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Broadleaf Partners, LLC | History | No change | 4,841 | 450 | 0.09% | 0.09% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 5,138 | 447 | 0.0% | — | 178 | +5,128 | 51280.0% | Q3 2026 | Nov 04, 2026 |
| Chicago Capital, LLC | History | No change | 4,810 | 419 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PFG Investments, LLC | History | No change | 4,409 | 409 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avail Investment Partners, LLC | History | Reduced | 4,665 | 406 | 0.3% | 0.34% | 181 | -40 | -0.85% | Q3 2026 | Oct 16, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 4,525 | 394 | 0.06% | 0.06% | 183 | +171 | 3.93% | Q3 2026 | Oct 21, 2026 |
| GeoWealth Management, LLC | History | No change | 4,242 | 394 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 4,236 | 393 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 4,234 | 393 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 4,192 | 389 | 0.21% | 0.21% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Shepherd Financial Partners LLC | History | No change | 4,396 | 383 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 4,100 | 381 | 0.18% | 0.18% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caprock Group, LLC | History | No change | 4,022 | 373 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LM Advisors LLC | History | No change | 4,000 | 372 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 3,842 | 357 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,841 | 357 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 4,060 | 354 | 0.07% | 0.07% | 193 | +147 | 3.76% | Q3 2026 | Oct 21, 2026 |
| Krilogy Financial LLC | History | Reduced | 3,943 | 346 | 0.01% | 0.02% | 195 | -1,800 | -31.34% | Q3 2026 | Oct 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,724 | 346 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,949 | 344 | 0.01% | 0.01% | 196 | -104 | -2.57% | Q3 2026 | Nov 02, 2026 |
| WESBANCO BANK INC | History | Added to | 3,784 | 330 | 0.01% | 0.01% | 197 | +125 | 3.42% | Q3 2026 | Nov 04, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 3,752 | 327 | 0.01% | 0.01% | 198 | -204 | -5.16% | Q3 2026 | Nov 05, 2026 |
| Roble, Belko & Company, Inc | History | No change | 3,500 | 325 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,391 | 315 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regatta Research & Money Management | History | No change | 3,368 | 313 | 0.3% | 0.3% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Added to | 3,571 | 311 | 0.01% | 0.01% | 202 | +524 | 17.2% | Q3 2026 | Oct 30, 2026 |
| Accredited Investors Inc. | History | Reduced | 3,549 | 309 | 0.01% | 0.02% | 203 | -999 | -21.97% | Q3 2026 | Nov 03, 2026 |
| Regal Investment Advisors LLC | History | No change | 3,322 | 308 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELCO Management Co., LLC | History | Reduced | 3,500 | 305 | 0.14% | 0.18% | 205 | -1,000 | -22.22% | Q3 2026 | Oct 14, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 3,491 | 304 | 0.03% | 0.03% | 206 | -35 | -0.99% | Q3 2026 | Nov 02, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,446 | 301 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fairscale Capital, LLC | History | No change | 3,398 | 300 | 0.18% | 0.19% | 208 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Quantum Portfolio Management LLC | History | No change | 3,203 | 297 | 0.11% | 0.11% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elm3 Financial Group, LLC | History | New | 3,404 | 296 | 0.2% | — | 210 | +3,404 | New | Q3 2026 | Oct 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,175 | 295 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,180 | 295 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 3,371 | 293 | 0.0% | 0.0% | 213 | -105 | -3.02% | Q3 2026 | Oct 16, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 3,369 | 293 | 0.03% | 0.03% | 214 | +67 | 2.03% | Q3 2026 | Oct 29, 2026 |
| Focus Partners Wealth | History | No change | 3,127 | 290 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 3,055 | 284 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,225 | 281 | 0.01% | 0.09% | 217 | -17,229 | -84.23% | Q3 2026 | Nov 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,217 | 280 | 0.0% | 0.01% | 218 | -450 | -12.27% | Q3 2026 | Nov 03, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,990 | 278 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,995 | 278 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 2,841 | 264 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 2,834 | 263 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Added to | 3,014 | 262 | 0.0% | 0.0% | 223 | +268 | 9.76% | Q3 2026 | Oct 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,818 | 262 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,803 | 260 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | New | 2,976 | 259 | 0.05% | — | 226 | +2,976 | New | Q3 2026 | Oct 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 2,959 | 258 | 0.0% | — | 227 | +2,959 | New | Q3 2026 | Oct 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,773 | 257 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| World Investment Advisors | History | No change | 3,249 | 257 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 2,923 | 254 | 0.0% | 0.0% | 230 | +27 | 0.93% | Q3 2026 | Nov 05, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 2,662 | 247 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,662 | 247 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,800 | 244 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 2,607 | 242 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 2,779 | 242 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Hardin Capital Partners, LLC | History | New | 2,757 | 240 | 0.12% | — | 236 | +2,757 | New | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,745 | 239 | 0.01% | 0.02% | 237 | -127 | -4.42% | Q3 2026 | Oct 21, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 2,749 | 239 | 0.13% | 0.13% | 238 | +59 | 2.19% | Q3 2026 | Nov 05, 2026 |
| Argent Trust Co | History | No change | 2,517 | 234 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 2,669 | 232 | 0.01% | 0.01% | 240 | -938 | -26.0% | Q3 2026 | Oct 23, 2026 |
| SCS Capital Management LLC | History | No change | 2,413 | 224 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 2,575 | 224 | 0.14% | 0.15% | 242 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Lynx Investment Advisory | History | Added to | 2,484 | 216 | 0.07% | 0.07% | 243 | +179 | 7.77% | Q3 2026 | Oct 27, 2026 |
| Index Technologies Group LLC | History | No change | 2,315 | 215 | 0.17% | 0.17% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MRA Advisory Group | History | Added to | 2,444 | 213 | 0.08% | 0.08% | 245 | +9 | 0.37% | Q3 2026 | Oct 07, 2026 |
| Collar Capital Management, LLC | History | Reduced | 2,399 | 209 | 0.12% | 0.15% | 246 | -350 | -12.73% | Q3 2026 | Oct 28, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 2,380 | 207 | 0.0% | — | 247 | +2,380 | New | Q3 2026 | Nov 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,328 | 203 | 0.0% | 0.0% | 248 | -95 | -3.92% | Q3 2026 | Nov 05, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 2,053 | 203 | 0.13% | 0.13% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Finley Financial, LLC | History | No change | 2,250 | 195 | 0.08% | 0.08% | 250 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,905 | 177 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL PLC | History | No change | 1,820 | 169 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latitude Advisors, LLC | History | New | 1,908 | 166 | 0.05% | — | 253 | +1,908 | New | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,559 | 144 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Addison Advisors LLC | History | No change | 1,535 | 142 | 0.07% | 0.07% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acropolis Investment Management, LLC | History | No change | 1,562 | 136 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,412 | 131 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,392 | 121 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,300 | 113 | 0.01% | — | 259 | +1,300 | New | Q3 2026 | Oct 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,200 | 111 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,167 | 108 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,125 | 104 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,098 | 102 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,154 | 100 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Jacobi Capital Management LLC | History | New | 1,065 | 92 | 0.0% | — | 265 | +1,065 | New | Q3 2026 | Nov 05, 2026 |
| HM PAYSON & CO | History | No change | 890 | 82 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFG Advisory, LLC | History | No change | 881 | 81 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 861 | 80 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | No change | 782 | 72 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 819 | 71 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 754 | 70 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y.D. More Investments Ltd | History | No change | 810 | 70 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BlackRock, Inc. | History | No change | 742 | 69 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 665 | 61 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAYBAN | History | No change | 648 | 60 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 534 | 50 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 525 | 48 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 500 | 46 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | Added to | 515 | 44 | 0.01% | 0.01% | 279 | +51 | 10.99% | Q3 2026 | Oct 30, 2026 |
| Mosley Wealth Management | History | Reduced | 467 | 40 | 0.01% | 0.02% | 280 | -89 | -16.01% | Q3 2026 | Oct 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 458 | 39 | 0.0% | 0.0% | 281 | +60 | 15.08% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Added to | 436 | 38 | 0.0% | 0.0% | 282 | +2 | 0.46% | Q3 2026 | Oct 16, 2026 |
| Activest Wealth Management | History | No change | 425 | 37 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Blume Capital Management, Inc. | History | No change | 400 | 34 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 328 | 30 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 310 | 28 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 258 | 22 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 245 | 22 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | New | 234 | 20 | 0.0% | — | 290 | +234 | New | Q3 2026 | Nov 02, 2026 |
| SouthState Bank Corp | History | No change | 220 | 20 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | Added to | 208 | 18 | 0.0% | 0.0% | 293 | +58 | 38.67% | Q3 2026 | Oct 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 204 | 18 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 230 | 18 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| ASSETMARK, INC | History | Added to | 201 | 17 | 0.0% | 0.0% | 294 | +66 | 48.89% | Q3 2026 | Oct 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 178 | 15 | 0.0% | 0.0% | 297 | -90 | -33.58% | Q3 2026 | Oct 08, 2026 |
| WHITTIER TRUST CO | History | No change | 158 | 15 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Piscataqua Savings Bank | History | No change | 180 | 15 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Advocate Investing Services LLC | History | No change | 180 | 15 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Kingdom Financial Group LLC. | History | New | 164 | 14 | 0.0% | — | 300 | +164 | New | Q3 2026 | Nov 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 147 | 14 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PITTENGER & ANDERSON INC | History | New | 158 | 13 | 0.0% | — | 302 | +158 | New | Q3 2026 | Nov 02, 2026 |
| BFSG, LLC | History | No change | 154 | 13 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | No change | 145 | 12 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Key FInancial Inc | History | No change | 141 | 12 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 135 | 11 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| AlphaCore Capital LLC | History | No change | 134 | 11 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Nemes Rush Group LLC | History | Added to | 122 | 10 | 0.0% | 0.0% | 308 | +1 | 0.83% | Q3 2026 | Nov 04, 2026 |
| Osbon Capital Management LLC | History | No change | 110 | 10 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthAvenue LLC | History | No change | 117 | 10 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BFC Planning, Inc. | History | No change | 108 | 10 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Root Financial Partners, LLC | History | New | 114 | 9 | 0.0% | — | 313 | +114 | New | Q3 2026 | Oct 21, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 103 | 9 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mondrian Investment Partners LTD | History | New | 96 | 8 | 0.0% | — | 316 | +96 | New | Q3 2026 | Oct 23, 2026 |
| NFSG Corp | History | No change | 100 | 8 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PFS Partners, LLC | History | No change | 95 | 8 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Team Financial Group, LLC | History | New | 85 | 7 | 0.0% | — | 319 | +85 | New | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 79 | 7 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | No change | 85 | 7 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 67 | 6 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| High Note Wealth, LLC | History | No change | 64 | 5 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Access Investment Management LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ascentis Wealth Management, LLC | History | New | 53 | 4 | 0.0% | — | 328 | +53 | New | Q3 2026 | Nov 03, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 50 | 4 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 39 | 4 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 53 | 4 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 53 | 4 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| WealthCollab, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 39 | 3 | 0.0% | — | 333 | +39 | New | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 35 | 3 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Quaker Wealth Management, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SHP Wealth Management | History | No change | 40 | 3 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 31 | 2 | 0.0% | 0.07% | 339 | -6,407 | -99.52% | Q3 2026 | Oct 30, 2026 |
| Ascentis Independent Advisors | History | New | 25 | 2 | 0.0% | — | 340 | +25 | New | Q3 2026 | Nov 03, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 33 | 2 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 31 | 2 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 12 | 1 | 0.0% | 0.0% | 342 | -38 | -76.0% | Q3 2026 | Oct 30, 2026 |
| Newton One Investments LLC | History | New | 22 | 1 | 0.0% | — | 349 | +22 | New | Q3 2026 | Oct 14, 2026 |
| Abound Wealth Management | History | New | 22 | 1 | 0.0% | — | 350 | +22 | New | Q3 2026 | Oct 26, 2026 |
| TFC Financial Management, Inc. | History | New | 17 | 1 | 0.0% | — | 348 | +17 | New | Q3 2026 | Oct 26, 2026 |
| Biltmore Family Office, LLC | History | New | 16 | 1 | 0.0% | — | 347 | +16 | New | Q3 2026 | Nov 03, 2026 |
| Balance Wealth Partners LLC | History | New | 15 | 1 | 0.0% | — | 351 | +15 | New | Q3 2026 | Oct 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 12 | 1 | 0.0% | — | 346 | +12 | New | Q3 2026 | Oct 05, 2026 |
| TORONTO DOMINION BANK | History | No change | 18 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Vanguard National Trust Co | History | No change | 13 | 1 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marks Wealth, LLC | History | Closed out | 0 | 0 | — | 6.77% | — | -336,481 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -140,000 | -100.0% | Q3 2026 | Oct 28, 2026 |
| TTP Investments, Inc. | History | Closed out | 0 | 0 | — | 3.78% | — | -100,299 | -100.0% | Q3 2026 | Oct 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -65,541 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Guardian Partners Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -40,600 | -100.0% | Q3 2026 | Oct 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -25,464 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Transcendent Capital Group LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -22,146 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -14,399 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,194 | -100.0% | Q3 2026 | Nov 05, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 0.04% | — | -9,218 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,363 | -100.0% | Q3 2026 | Oct 09, 2026 |
| DSG Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,153 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Planning Strategies Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,632 | -100.0% | Q3 2026 | Oct 02, 2026 |
| White Lighthouse Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,621 | -100.0% | Q3 2026 | Oct 21, 2026 |
| South Shore Capital Advisors | History | Closed out | 0 | 0 | — | 0.16% | — | -2,500 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Gratus Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,324 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,242 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,672 | -100.0% | Q3 2026 | Nov 02, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,120 | -100.0% | Q3 2026 | Oct 16, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -384 | -100.0% | Q3 2026 | Oct 28, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Cardinal Strategic Wealth Guidance | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mechanics Financial Corp | History | No change | 11 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |