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 | No change | 24,079,790 | 521,327 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 5,388,393 | 116,658 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 3,272,753 | 70,855 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,962,516 | 42,488 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | No change | 1,330,345 | 28,801 | 1.25% | 1.25% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 955,964 | 20,696 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 597,579 | 12,937 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 438,760 | 9,499 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 385,764 | 8,351 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | No change | 363,201 | 7,863 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Preferred, LLC | History | No change | 355,232 | 7,690 | 1.19% | 1.19% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 338,938 | 7,338 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 337,324 | 7,303 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 360,703 | 7,170 | 0.03% | 0.03% | 14 | -7,759 | -2.11% | Q3 2026 | Oct 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 355,000 | 7,057 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 272,727 | 5,904 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 271,326 | 5,873 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 256,133 | 5,502 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 262,694 | 5,222 | 0.09% | 0.1% | 19 | -3,983 | -1.49% | Q3 2026 | Oct 23, 2026 |
| Towercrest Capital Management | History | Added to | 218,407 | 4,341 | 0.62% | 0.64% | 20 | +6,547 | 3.09% | Q3 2026 | Oct 22, 2026 |
| Wealthfront Advisers LLC | History | No change | 199,509 | 4,319 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alliance Wealth Management Group | History | Added to | 204,919 | 4,073 | 0.82% | 0.84% | 22 | +6,258 | 3.15% | Q3 2026 | Oct 29, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 194,816 | 3,872 | 0.1% | 0.11% | 23 | +4,183 | 2.19% | Q3 2026 | Oct 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 168,759 | 3,653 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 158,385 | 3,429 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 164,800 | 3,292 | 0.0% | 0.01% | 26 | -11,974 | -6.77% | Q3 2026 | Oct 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 138,202 | 2,747 | 0.0% | 0.0% | 27 | -8,084 | -5.53% | Q3 2026 | Nov 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 125,111 | 2,706 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | No change | 124,234 | 2,690 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 121,301 | 2,411 | 0.03% | 0.04% | 30 | -582 | -0.48% | Q3 2026 | Nov 03, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 117,609 | 2,338 | 0.14% | 0.17% | 31 | -12,146 | -9.36% | Q3 2026 | Nov 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 107,262 | 2,322 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 99,144 | 2,146 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 103,857 | 2,064 | 0.06% | 0.02% | 34 | +74,918 | 258.88% | Q3 2026 | Oct 23, 2026 |
| Sound Income Strategies, LLC | History | Added to | 100,305 | 2,004 | 0.09% | 0.08% | 35 | +14,658 | 17.11% | Q3 2026 | Oct 09, 2026 |
| Sharper & Granite LLC | History | Added to | 95,160 | 1,988 | 0.68% | 0.64% | 36 | +110 | 0.12% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 88,914 | 1,925 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 88,187 | 1,909 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 89,707 | 1,874 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 85,874 | 1,860 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 83,683 | 1,812 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 90,858 | 1,806 | 0.62% | 0.65% | 42 | +13,333 | 17.2% | Q3 2026 | Nov 03, 2026 |
| Omega Financial Group, LLC | History | Reduced | 81,786 | 1,625 | 0.5% | 0.56% | 43 | -3,722 | -4.35% | Q3 2026 | Oct 29, 2026 |
| Probity Advisors, Inc. | History | Reduced | 75,789 | 1,506 | 0.22% | 0.23% | 44 | -124 | -0.16% | Q3 2026 | Oct 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 70,294 | 1,397 | 0.05% | 0.07% | 45 | -9,411 | -11.81% | Q3 2026 | Oct 26, 2026 |
| Cerity Partners LLC | History | No change | 124,016 | 1,340 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortress Financial Solutions, LLC | History | New | 65,047 | 1,293 | 1.1% | — | 47 | +65,047 | New | Q3 2026 | Oct 14, 2026 |
| RiverTree Advisors, LLC | History | Added to | 64,241 | 1,277 | 0.76% | 0.79% | 48 | +2,475 | 4.01% | Q3 2026 | Oct 13, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 60,676 | 1,206 | 0.02% | 1.56% | 49 | -4,153,600 | -98.56% | Q3 2026 | Oct 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 56,349 | 1,120 | 0.0% | 0.0% | 50 | -8,645 | -13.3% | Q3 2026 | Nov 05, 2026 |
| City Center Advisors, LLC | History | Added to | 55,830 | 1,109 | 0.85% | 0.84% | 51 | +7,902 | 16.49% | Q3 2026 | Oct 07, 2026 |
| KINTRA WEALTH, LLC | History | No change | 51,765 | 1,101 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 45,028 | 974 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidal Investments LLC | History | No change | 43,110 | 933 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 39,931 | 868 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Red Wave Investments LLC | History | No change | 39,818 | 862 | 0.22% | 0.22% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 36,427 | 788 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 36,327 | 786 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robinswood Financial LLC | History | Reduced | 38,122 | 763 | 0.24% | 0.26% | 59 | -3,254 | -7.86% | Q3 2026 | Oct 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 37,359 | 742 | 0.01% | 0.01% | 60 | -2,490 | -6.25% | Q3 2026 | Oct 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 32,315 | 699 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | No change | 29,561 | 640 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 29,132 | 630 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 28,783 | 623 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 28,615 | 604 | 0.21% | 0.21% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Net Worth Advisory Group | History | Added to | 29,744 | 589 | 0.15% | 0.16% | 66 | +644 | 2.21% | Q3 2026 | Oct 19, 2026 |
| Sowell Financial Services LLC | History | Reduced | 29,432 | 585 | 0.02% | 0.02% | 67 | -60 | -0.2% | Q3 2026 | Oct 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 29,222 | 580 | 0.01% | — | 68 | +29,222 | New | Q3 2026 | Nov 04, 2026 |
| Crabel Capital Management, LLC | History | No change | 24,988 | 540 | 0.39% | 0.39% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 25,906 | 515 | 0.0% | 0.01% | 70 | -35,438 | -57.77% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,606 | 511 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 24,993 | 496 | 0.07% | 0.08% | 72 | -89 | -0.35% | Q3 2026 | Oct 28, 2026 |
| Great Waters Wealth Management | History | Added to | 23,903 | 475 | 0.04% | 0.05% | 73 | +413 | 1.76% | Q3 2026 | Oct 07, 2026 |
| WBH ADVISORY INC | History | Reduced | 23,049 | 458 | 0.03% | 0.04% | 74 | -1,376 | -5.63% | Q3 2026 | Nov 04, 2026 |
| Auour Investments LLC | History | Added to | 22,232 | 441 | 0.12% | 0.13% | 75 | +1,183 | 5.62% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 22,034 | 438 | 0.0% | 0.0% | 76 | -302 | -1.35% | Q3 2026 | Nov 02, 2026 |
| Quantinno Capital Management LP | History | No change | 20,185 | 437 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stewardship Advisors, LLC | History | Added to | 21,515 | 427 | 0.09% | 0.1% | 78 | +227 | 1.07% | Q3 2026 | Oct 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 20,864 | 414 | 0.02% | 0.03% | 79 | -7,257 | -25.81% | Q3 2026 | Nov 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 19,076 | 413 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 20,537 | 408 | 0.05% | 0.03% | 81 | +8,390 | 69.07% | Q3 2026 | Oct 21, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 18,276 | 395 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 18,156 | 393 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 17,937 | 356 | 0.07% | 0.08% | 84 | -87 | -0.48% | Q3 2026 | Oct 26, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 16,079 | 348 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 15,334 | 331 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 15,127 | 327 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 16,273 | 323 | 0.01% | 0.01% | 88 | -786 | -4.61% | Q3 2026 | Oct 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 16,098 | 320 | 0.03% | 0.03% | 89 | +2,149 | 15.41% | Q3 2026 | Oct 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 14,530 | 314 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WFA of San Diego, LLC | History | No change | 14,411 | 306 | 0.25% | 0.25% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Community Bank & Trust, Waco, Texas | History | Added to | 14,946 | 297 | 0.05% | 0.05% | 92 | +1,311 | 9.61% | Q3 2026 | Oct 19, 2026 |
| HRT FINANCIAL LP | History | No change | 13,601 | 294 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 14,574 | 289 | 0.06% | 0.1% | 95 | -3,761 | -20.51% | Q3 2026 | Nov 05, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 14,540 | 289 | 0.04% | 0.05% | 94 | +329 | 2.32% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,392 | 286 | 0.0% | 0.0% | 96 | -5,333 | -27.04% | Q3 2026 | Nov 02, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 13,010 | 281 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| B.A. Schrock Wealth Management, Inc. | History | New | 13,912 | 275 | 0.1% | — | 98 | +13,912 | New | Q3 2026 | Oct 14, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 13,626 | 270 | 0.13% | 0.15% | 99 | -96 | -0.7% | Q3 2026 | Nov 02, 2026 |
| Risk Paradigm Group, LLC | History | No change | 12,432 | 269 | 0.21% | 0.21% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,360 | 267 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,232 | 264 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 13,232 | 263 | 0.01% | 0.01% | 103 | -3,783 | -22.23% | Q3 2026 | Oct 05, 2026 |
| Advisory Services Network, LLC | History | No change | 11,845 | 256 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 12,710 | 252 | 0.04% | 0.05% | 105 | -950 | -6.95% | Q3 2026 | Oct 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,609 | 250 | 0.0% | 0.0% | 106 | +640 | 5.35% | Q3 2026 | Nov 02, 2026 |
| MAI Capital Management | History | No change | 10,918 | 236 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 11,529 | 229 | 0.01% | 0.01% | 108 | +322 | 2.87% | Q3 2026 | Oct 07, 2026 |
| Sequent Planning LLC | History | No change | 10,197 | 220 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 10,121 | 219 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,588 | 210 | 0.01% | 0.04% | 111 | -24,890 | -70.16% | Q3 2026 | Oct 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 10,500 | 208 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 9,635 | 208 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,418 | 207 | 0.01% | — | 114 | +10,418 | New | Q3 2026 | Oct 21, 2026 |
| Friedenthal Financial | History | Added to | 10,410 | 206 | 0.09% | 0.1% | 115 | +318 | 3.15% | Q3 2026 | Oct 27, 2026 |
| City State Bank | History | No change | 10,250 | 203 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,246 | 200 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 10,083 | 200 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 8,023 | 173 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 6,936 | 137 | 0.0% | 0.0% | 120 | +6,735 | 3350.75% | Q3 2026 | Nov 04, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 6,802 | 134 | 0.08% | 0.09% | 121 | +26 | 0.38% | Q3 2026 | Oct 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,083 | 110 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,300 | 93 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,951 | 85 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William Mack & Associates, Inc. | History | New | 3,426 | 68 | 0.02% | — | 125 | +3,426 | New | Q3 2026 | Oct 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,076 | 66 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 2,326 | 50 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Breakwater Investment Management | History | No change | 2,230 | 44 | 0.01% | 0.02% | 128 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Truvestments Capital LLC | History | No change | 2,119 | 42 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,695 | 36 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,767 | 35 | 0.0% | 0.0% | 131 | +327 | 22.71% | Q3 2026 | Oct 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,782 | 35 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1,720 | 34 | 0.0% | — | 133 | +1,720 | New | Q3 2026 | Oct 30, 2026 |
| Concord Wealth Partners | History | No change | 1,578 | 31 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,439 | 31 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,430 | 30 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 1,430 | 30 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 1,430 | 28 | 0.01% | 0.01% | 138 | +41 | 2.95% | Q3 2026 | Oct 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,284 | 27 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,313 | 26 | 0.01% | 0.01% | 141 | +98 | 8.07% | Q3 2026 | Oct 13, 2026 |
| Realta Investment Advisors | History | Reduced | 1,348 | 26 | 0.01% | 0.01% | 140 | -5 | -0.37% | Q3 2026 | Oct 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,182 | 25 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balance Wealth Partners LLC | History | New | 1,226 | 24 | 0.01% | — | 143 | +1,226 | New | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,147 | 22 | 0.0% | 0.0% | 144 | -2,831 | -71.17% | Q3 2026 | Oct 08, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,076 | 21 | 0.0% | — | 145 | +1,076 | New | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | New | 927 | 18 | 0.0% | — | 147 | +927 | New | Q3 2026 | Nov 05, 2026 |
| IFP Advisors, Inc | History | Added to | 942 | 18 | 0.0% | 0.0% | 146 | +3 | 0.32% | Q3 2026 | Oct 16, 2026 |
| FMR LLC | History | No change | 794 | 17 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 788 | 17 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 810 | 16 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Jacobi Capital Management LLC | History | New | 715 | 14 | 0.0% | — | 151 | +715 | New | Q3 2026 | Nov 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 601 | 13 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | No change | 613 | 13 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 597 | 12 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 579 | 12 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sachetta, LLC | History | No change | 591 | 12 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 520 | 10 | 0.0% | 0.0% | 158 | +22 | 4.42% | Q3 2026 | Oct 28, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 467 | 10 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 501 | 10 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 442 | 9 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 9 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Nova Financial LLC | History | New | 405 | 8 | 0.0% | — | 165 | +405 | New | Q3 2026 | Nov 04, 2026 |
| Front Row Advisors LLC | History | No change | 410 | 8 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 404 | 8 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 410 | 8 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copia Wealth Management | History | No change | 348 | 7 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Archer Investment Corp | History | No change | 308 | 6 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 270 | 5 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Winthrop Capital Management, LLC | History | No change | 292 | 5 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Parallel Advisors, LLC | History | New | 213 | 4 | 0.0% | — | 172 | +213 | New | Q3 2026 | Nov 03, 2026 |
| Westfuller Advisors, LLC | History | No change | 219 | 4 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 210 | 4 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Asset Dedication, LLC | History | New | 157 | 3 | 0.0% | — | 177 | +157 | New | Q3 2026 | Nov 02, 2026 |
| Spire Wealth Management | History | Added to | 194 | 3 | 0.0% | 0.0% | 176 | +72 | 59.02% | Q3 2026 | Oct 30, 2026 |
| Blue Trust, Inc. | History | Added to | 195 | 3 | 0.0% | 0.0% | 175 | +8 | 4.28% | Q3 2026 | Oct 15, 2026 |
| IFG Advisory, LLC | History | No change | 179 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 185 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Rossby Financial, LCC | History | New | 125 | 2 | 0.0% | — | 181 | +125 | New | Q3 2026 | Nov 05, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 144 | 2 | 0.0% | 0.0% | 180 | -26 | -15.29% | Q3 2026 | Oct 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 127 | 2 | 0.0% | 0.0% | 178 | -18 | -12.41% | Q3 2026 | Nov 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 149 | 2 | 0.0% | 0.0% | 179 | +2 | 1.36% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Reduced | 84 | 1 | 0.0% | 0.0% | 183 | -74 | -46.84% | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 90 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 80 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 77 | 1 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 64 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -91,316 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -38,965 | -100.0% | Q3 2026 | Oct 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,935 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -12,037 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Zullo Investment Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -10,225 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Post Resch Tallon Group Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -10,033 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -9,750 | -100.0% | Q3 2026 | Oct 23, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,555 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Florida Trust Wealth Management Co | History | Closed out | 0 | 0 | — | 0.01% | — | -9,433 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Provident Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -424 | -100.0% | Q3 2026 | Oct 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2026 | Oct 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -44 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Biltmore Family Office, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q3 2026 | Nov 03, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 27, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Networth Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |