Invesco Exchange-Traded Fund Trust II - PCY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 23,615,035 | 493,554 | 0.04% | 0.04% | 1 | +1,019,832 | 4.51% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 5,278,148 | 110,313 | 0.02% | 0.0% | 2 | +4,563,005 | 638.05% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Added to | 4,957,814 | 103,618 | 0.02% | 0.01% | 3 | +2,358,809 | 90.76% | Q1 2026 | May 12, 2026 |
| Annex Advisory Services, LLC | History | New | 4,002,668 | 83,655 | 1.57% | — | 4 | +4,002,668 | New | Q1 2026 | Apr 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,996,858 | 41,734 | 0.01% | 0.01% | 5 | -262,130 | -11.6% | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | Added to | 1,342,138 | 28,050 | 1.41% | 1.41% | 6 | +33,662 | 2.57% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,096,208 | 22,910 | 0.0% | 0.0% | 7 | +869,541 | 383.62% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 547,382 | 11,440 | 0.0% | 0.0% | 8 | -294,017 | -34.94% | Q1 2026 | May 06, 2026 |
| Advisors Preferred, LLC | History | Added to | 511,065 | 10,681 | 1.57% | 0.44% | 9 | +387,756 | 314.46% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 486,349 | 10,164 | 0.0% | 0.0% | 10 | +51,953 | 11.96% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 394,670 | 8,248 | 0.01% | 0.0% | 11 | +347,944 | 744.65% | Q1 2026 | May 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 368,573 | 7,703 | 0.03% | 0.03% | 12 | -2,748 | -0.74% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 358,573 | 7,494 | 0.0% | 0.0% | 13 | -19,018 | -5.04% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 351,115 | 7,338 | 0.0% | 0.0% | 14 | +7,462 | 2.17% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 336,376 | 7,030 | 0.05% | 0.06% | 15 | -4,891 | -1.43% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 296,929 | 6,205 | 0.01% | 0.01% | 16 | +2,346 | 0.8% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 271,615 | 5,676 | 0.12% | 0.13% | 17 | -2,074 | -0.76% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 247,293 | 5,150 | 0.0% | 0.0% | 18 | -78,340 | -24.06% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 244,454 | 5,109 | 0.0% | — | 19 | +244,454 | New | Q1 2026 | May 12, 2026 |
| Towercrest Capital Management | History | Reduced | 232,208 | 4,853 | 0.76% | 0.82% | 20 | -9,165 | -3.8% | Q1 2026 | May 01, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 231,834 | 4,845 | 1.08% | 3.14% | 21 | -413,335 | -64.07% | Q1 2026 | Apr 23, 2026 |
| Alliance Wealth Management Group | History | Reduced | 221,723 | 4,634 | 1.01% | 1.1% | 22 | -8,742 | -3.79% | Q1 2026 | Apr 29, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 203,385 | 4,250 | 0.01% | 0.01% | 23 | -12,477 | -5.78% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 198,206 | 4,174 | 0.01% | 0.01% | 24 | -155,507 | -43.96% | Q1 2026 | Apr 08, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 184,022 | 3,846 | 0.11% | 0.12% | 25 | +2,217 | 1.22% | Q1 2026 | Apr 14, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 173,304 | 3,622 | 0.26% | 0.52% | 26 | +382 | 0.22% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 160,098 | 3,346 | 0.0% | — | 27 | +160,098 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 147,489 | 3,082 | 0.0% | 0.0% | 28 | +118,521 | 409.14% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 140,682 | 2,940 | 0.0% | 0.0% | 29 | -2,866 | -2.0% | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 136,404 | 2,850 | 0.22% | 0.24% | 30 | -527 | -0.38% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 124,644 | 2,605 | 0.01% | — | 31 | +124,644 | New | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 122,268 | 2,555 | 0.05% | 0.05% | 32 | -2,473 | -1.98% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 116,108 | 2,427 | 0.01% | 0.0% | 33 | +17,503 | 17.75% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 110,331 | 2,306 | 0.0% | 0.0% | 34 | -3,430 | -3.02% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 109,471 | 2,286 | 0.0% | 0.0% | 35 | -735 | -0.67% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 108,951 | 2,277 | 0.01% | 0.0% | 36 | +86,483 | 384.92% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 105,560 | 2,205 | 0.0% | 0.0% | 37 | +22,485 | 27.07% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 96,449 | 2,015 | 0.0% | 0.0% | 38 | -130,651 | -57.53% | Q1 2026 | May 13, 2026 |
| Sharper & Granite LLC | History | Reduced | 95,160 | 1,988 | 0.68% | 0.75% | 39 | -3,155 | -3.21% | Q1 2026 | Apr 08, 2026 |
| Betterment LLC | History | Added to | 91,910 | 1,921 | 0.0% | 0.0% | 40 | +21,623 | 30.76% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 89,958 | 1,880 | 0.03% | 0.03% | 41 | +16,963 | 23.24% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 89,243 | 1,865 | 0.0% | 0.0% | 42 | -683 | -0.76% | Q1 2026 | May 12, 2026 |
| Omega Financial Group, LLC | History | Reduced | 85,411 | 1,785 | 0.58% | 0.63% | 43 | -2,988 | -3.38% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 84,976 | 1,775 | 0.08% | 0.08% | 44 | +9,976 | 13.3% | Q1 2026 | May 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 80,398 | 1,680 | 0.08% | 0.07% | 45 | +1,900 | 2.42% | Q1 2026 | May 06, 2026 |
| Probity Advisors, Inc. | History | Reduced | 78,159 | 1,633 | 0.26% | 0.29% | 46 | -4,181 | -5.08% | Q1 2026 | Apr 28, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 75,810 | 1,584 | 0.7% | 0.62% | 47 | +13,562 | 21.79% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 71,621 | 1,496 | 0.0% | 0.0% | 48 | +606 | 0.85% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Added to | 68,711 | 1,443 | 0.07% | 0.06% | 49 | +8,837 | 14.76% | Q1 2026 | Apr 27, 2026 |
| RiverTree Advisors, LLC | History | Added to | 68,855 | 1,439 | 0.91% | 0.47% | 50 | +34,987 | 103.3% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 68,045 | 1,401 | 0.0% | 0.0% | 51 | +24,656 | 56.83% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 66,642 | 1,392 | 0.0% | 0.0% | 52 | -2,553 | -3.69% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 59,565 | 1,244 | 0.01% | 0.01% | 53 | +26,538 | 80.35% | Q1 2026 | Apr 20, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 53,706 | 1,122 | 1.17% | 0.72% | 54 | +21,179 | 65.11% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 52,207 | 1,077 | 0.0% | 0.0% | 55 | +1,647 | 3.26% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Reduced | 43,110 | 900 | 0.0% | 0.0% | 56 | -946 | -2.15% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 39,843 | 832 | 0.0% | 0.0% | 57 | -34,842 | -46.65% | Q1 2026 | May 04, 2026 |
| Red Wave Investments LLC | History | No change | 39,818 | 832 | 0.25% | 0.26% | 58 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| City Center Advisors, LLC | History | Added to | 39,247 | 820 | 0.76% | 0.69% | 59 | +4,373 | 12.54% | Q1 2026 | Apr 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 38,349 | 801 | 0.02% | 0.02% | 60 | -1,108 | -2.81% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 37,818 | 790 | 0.19% | 0.19% | 61 | +1,180 | 3.22% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,279 | 758 | 0.0% | 0.0% | 62 | +942 | 2.67% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 34,984 | 731 | 0.01% | — | 63 | +34,984 | New | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 33,074 | 691 | 0.05% | 0.05% | 64 | -1,848 | -5.29% | Q1 2026 | May 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 30,180 | 622 | 0.04% | 0.03% | 65 | +3,308 | 12.31% | Q1 2026 | Apr 24, 2026 |
| OneAscent Financial Services LLC | History | New | 29,708 | 620 | 0.03% | — | 66 | +29,708 | New | Q1 2026 | Apr 21, 2026 |
| Net Worth Advisory Group | History | Added to | 29,523 | 617 | 0.13% | 0.13% | 67 | +457 | 1.57% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 29,407 | 614 | 0.02% | 0.03% | 68 | -4,825 | -14.09% | Q1 2026 | Apr 20, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 28,783 | 601 | 0.05% | 0.03% | 69 | +11,472 | 66.27% | Q1 2026 | May 12, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 27,853 | 582 | 0.04% | 0.06% | 70 | -4,835 | -14.79% | Q1 2026 | Apr 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 27,421 | 573 | 0.08% | — | 71 | +27,421 | New | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 26,088 | 545 | 0.0% | 0.0% | 72 | -6,757 | -20.57% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 25,973 | 542 | 0.0% | 0.0% | 73 | +5,400 | 26.25% | Q1 2026 | May 07, 2026 |
| WBH ADVISORY INC | History | Reduced | 25,154 | 528 | 0.04% | 0.04% | 74 | -433 | -1.69% | Q1 2026 | Apr 27, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 25,189 | 526 | 0.09% | 0.08% | 75 | -8 | -0.03% | Q1 2026 | May 28, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 24,097 | 520 | 0.2% | 0.17% | 76 | +4,217 | 21.21% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 24,878 | 519 | 0.0% | 0.0% | 77 | -2,144 | -7.93% | Q1 2026 | May 14, 2026 |
| Great Waters Wealth Management | History | Reduced | 24,208 | 505 | 0.05% | 0.06% | 78 | -164 | -0.67% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 23,169 | 484 | 0.0% | 0.0% | 79 | -18,482 | -44.37% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 23,079 | 482 | 0.03% | 0.03% | 80 | -1,909 | -7.64% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 22,679 | 473 | 0.0% | 0.0% | 81 | -44 | -0.19% | Q1 2026 | May 01, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 22,217 | 464 | 0.02% | 0.02% | 82 | -2,826 | -11.28% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 20,961 | 438 | 0.0% | 0.0% | 83 | -831 | -3.81% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | No change | 20,000 | 418 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 19,710 | 411 | 0.09% | 0.1% | 85 | -918 | -4.45% | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 19,635 | 410 | 0.01% | 0.01% | 86 | -540 | -2.68% | Q1 2026 | May 15, 2026 |
| Colonial River Investments, LLC | History | Added to | 19,379 | 405 | 0.15% | 0.14% | 87 | +860 | 4.64% | Q1 2026 | Apr 27, 2026 |
| Auour Investments LLC | History | Added to | 18,363 | 383 | 0.12% | 0.11% | 88 | +2,610 | 16.57% | Q1 2026 | Apr 20, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 18,357 | 383 | 0.11% | 0.11% | 89 | -1,162 | -5.95% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,231 | 381 | 0.0% | 0.0% | 90 | +122 | 0.67% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,788 | 371 | 0.0% | 0.0% | 91 | -1,746 | -8.94% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 17,063 | 356 | 0.01% | 0.01% | 92 | +67 | 0.39% | Q1 2026 | Apr 08, 2026 |
| ROCKLAND TRUST CO | History | Added to | 17,027 | 355 | 0.01% | 0.01% | 93 | +398 | 2.39% | Q1 2026 | Apr 16, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 16,763 | 350 | 0.08% | 0.2% | 94 | -21,695 | -56.41% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 16,080 | 336 | 0.0% | 0.0% | 95 | -1,988 | -11.0% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | New | 15,993 | 334 | 0.0% | — | 96 | +15,993 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,788 | 329 | 0.0% | 0.0% | 97 | +3,205 | 25.47% | Q1 2026 | Apr 30, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,734 | 307 | 0.02% | 0.02% | 98 | +2,371 | 19.18% | Q1 2026 | Apr 30, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 14,621 | 305 | 0.02% | 0.01% | 99 | +3,525 | 31.77% | Q1 2026 | May 20, 2026 |
| WFA of San Diego, LLC | History | Reduced | 14,469 | 302 | 0.24% | 0.24% | 100 | -606 | -4.02% | Q1 2026 | May 11, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 13,989 | 292 | 0.05% | 0.07% | 101 | -3,923 | -21.9% | Q1 2026 | Apr 22, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 13,891 | 290 | 0.17% | 0.19% | 102 | -21 | -0.15% | Q1 2026 | Apr 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 13,744 | 287 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 13,660 | 285 | 0.05% | 0.06% | 104 | -1,090 | -7.39% | Q1 2026 | Apr 29, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 13,219 | 276 | 0.06% | 0.06% | 105 | -120 | -0.9% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 12,641 | 264 | 0.23% | 0.27% | 106 | -120 | -0.94% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 12,536 | 262 | 0.03% | 0.02% | 107 | +2,756 | 28.18% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 12,061 | 252 | 0.03% | 0.03% | 108 | -652 | -5.13% | Q1 2026 | Apr 15, 2026 |
| Worth Asset Management, LLC | History | Reduced | 11,909 | 248 | 0.09% | 0.11% | 109 | -356 | -2.9% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,724 | 245 | 0.0% | 0.01% | 110 | -5,120 | -30.4% | Q1 2026 | May 15, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 10,463 | 219 | 0.18% | 0.19% | 112 | -130 | -1.23% | Q1 2026 | Apr 08, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 10,500 | 219 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | Added to | 10,474 | 218 | 0.05% | 0.05% | 114 | +465 | 4.65% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Reduced | 10,436 | 218 | 0.0% | 0.0% | 113 | -416 | -3.83% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,339 | 216 | 0.01% | 0.01% | 115 | -995 | -8.78% | Q1 2026 | May 15, 2026 |
| Zullo Investment Group, Inc. | History | Reduced | 10,247 | 214 | 0.08% | 0.08% | 116 | -1 | -0.01% | Q1 2026 | Apr 15, 2026 |
| City State Bank | History | No change | 10,250 | 214 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Community Bank & Trust, Waco, Texas | History | New | 10,166 | 212 | 0.04% | — | 119 | +10,166 | New | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,167 | 212 | 0.0% | 0.0% | 118 | +505 | 5.23% | Q1 2026 | Apr 27, 2026 |
| Friedenthal Financial | History | Added to | 10,128 | 211 | 0.11% | 0.11% | 120 | +98 | 0.98% | Q1 2026 | Apr 20, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 10,083 | 210 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,985 | 208 | 0.0% | 0.0% | 122 | -1,594 | -13.77% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | No change | 9,750 | 203 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 7,618 | 165 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 7,240 | 151 | 0.11% | 0.11% | 125 | -61 | -0.84% | Q1 2026 | Apr 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,083 | 106 | 0.0% | 0.0% | 126 | -136 | -2.61% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,850 | 105 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 4,177 | 87 | 0.0% | 0.0% | 128 | -1,501 | -26.44% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,951 | 82 | 0.0% | 0.0% | 129 | -453 | -10.29% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,895 | 60 | 0.0% | 0.0% | 130 | +176 | 6.47% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,669 | 56 | 0.0% | 0.0% | 131 | -9,931 | -78.82% | Q1 2026 | Apr 07, 2026 |
| Breakwater Investment Management | History | No change | 2,230 | 46 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 2,155 | 45 | 0.0% | 0.0% | 133 | +1,123 | 108.82% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,782 | 37 | 0.0% | — | 134 | +1,782 | New | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,536 | 32 | 0.01% | 0.01% | 135 | +10 | 0.66% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,389 | 29 | 0.0% | 0.01% | 136 | -6,058 | -81.35% | Q1 2026 | Apr 07, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 1,351 | 28 | 0.01% | 0.03% | 137 | -5,969 | -81.54% | Q1 2026 | Apr 06, 2026 |
| Realta Investment Advisors | History | Reduced | 1,301 | 27 | 0.01% | 0.01% | 138 | -130 | -9.08% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,267 | 26 | 0.0% | 0.0% | 139 | +853 | 206.04% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,266 | 26 | 0.0% | 0.0% | 140 | +19 | 1.52% | Q1 2026 | May 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,227 | 25 | 0.0% | 0.0% | 141 | +895 | 269.58% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1,182 | 24 | 0.0% | 0.04% | 142 | -12,774 | -91.53% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 936 | 19 | 0.0% | 0.0% | 143 | +3 | 0.32% | Q1 2026 | Apr 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 800 | 16 | 0.0% | 0.0% | 144 | -13 | -1.6% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 681 | 14 | 0.0% | 0.0% | 145 | -102 | -13.03% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 663 | 13 | 0.0% | — | 146 | +617 | 1341.3% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 597 | 12 | 0.0% | 0.0% | 147 | -59 | -8.99% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 601 | 12 | 0.0% | 0.0% | 148 | -2 | -0.33% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | Added to | 613 | 12 | 0.0% | 0.0% | 149 | +1 | 0.16% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | No change | 574 | 11 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 553 | 11 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 498 | 10 | 0.0% | 0.0% | 153 | +135 | 37.19% | Q1 2026 | Apr 27, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 517 | 10 | 0.0% | 0.0% | 152 | -81 | -13.55% | Q1 2026 | May 11, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 10 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 438 | 9 | 0.0% | 0.0% | 155 | -314 | -41.76% | Q1 2026 | Jun 02, 2026 |
| Front Row Advisors LLC | History | No change | 410 | 8 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Salomon & Ludwin, LLC | History | No change | 404 | 8 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 410 | 8 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 360 | 7 | 0.0% | 0.0% | 159 | +83 | 29.96% | Q1 2026 | May 14, 2026 |
| Copia Wealth Management | History | No change | 348 | 7 | 0.0% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | Reduced | 292 | 6 | 0.0% | 0.0% | 161 | -8 | -2.67% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | No change | 308 | 6 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Winthrop Capital Management, LLC | History | No change | 292 | 6 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 244 | 5 | 0.0% | 0.0% | 164 | -124 | -33.7% | Q1 2026 | May 01, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 217 | 4 | 0.0% | 0.01% | 166 | -283 | -56.6% | Q1 2026 | Apr 16, 2026 |
| Westfuller Advisors, LLC | History | Added to | 219 | 4 | 0.0% | 0.0% | 167 | +10 | 4.78% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 200 | 4 | 0.0% | 0.0% | 165 | -7 | -3.38% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 210 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Destiny Wealth Partners, LLC | History | New | 159 | 3 | 0.0% | — | 174 | +159 | New | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 181 | 3 | 0.0% | 0.0% | 173 | -61 | -25.21% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Added to | 164 | 3 | 0.0% | 0.0% | 170 | +25 | 17.99% | Q1 2026 | May 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 158 | 3 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Triumph Capital Management | History | No change | 185 | 3 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 142 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 124 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Spire Wealth Management | History | No change | 122 | 2 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | New | 67 | 1 | 0.0% | — | 183 | +67 | New | Q1 2026 | May 19, 2026 |
| Register Financial Advisors LLC | History | New | 56 | 1 | 0.0% | — | 184 | +56 | New | Q1 2026 | Apr 15, 2026 |
| EASTERN BANK | History | New | 53 | 1 | 0.0% | — | 182 | +53 | New | Q1 2026 | Apr 07, 2026 |
| CURIO WEALTH, LLC | History | Added to | 61 | 1 | 0.0% | — | 181 | +45 | 281.25% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 90 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 80 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 77 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -178,224 | -100.0% | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -68,585 | -100.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68,327 | -100.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63,811 | -100.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,336 | -100.0% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -37,535 | -100.0% | Q1 2026 | May 15, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -31,243 | -100.0% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -29,896 | -100.0% | Q1 2026 | May 13, 2026 |
| Delta Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -27,777 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -19,502 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,610 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -16,680 | -100.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -13,312 | -100.0% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,185 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Factor Wealth Management LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -13,166 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -10,852 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,270 | -100.0% | Q1 2026 | May 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,196 | -100.0% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,472 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -2,524 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,140 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -429 | -100.0% | Q1 2026 | May 12, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -428 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q1 2026 | May 06, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | Apr 07, 2026 |
| Signature Equity Partners, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q1 2026 | May 13, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q1 2026 | May 11, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | Apr 20, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 08, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 04, 2026 |
| Bernard Wealth Management Corp. | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 15, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 04, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 40 | 0 | — | — | — | +1 | 2.56% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 44 | 0 | — | — | — | +1 | 2.33% | Q1 2026 | May 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |