Invesco Actively Managed Exchange-Traded Commodity Fund Trust - PDBC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | No change | 66,878,686 | 1,062,033 | 0.17% | 0.17% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empower Advisory Group, LLC | History | No change | 32,745,235 | 519,994 | 1.24% | 1.24% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 31,130,327 | 494,349 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 19,788,993 | 314,249 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 9,885,348 | 156,979 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 23,747,602 | 121,121 | 0.09% | 0.09% | 6 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SigFig Wealth Management, LLC | History | No change | 6,921,377 | 109,634 | 2.91% | 2.91% | 7 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 5,491,263 | 87,201 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,878,921 | 61,597 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,707,800 | 42,999 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,659,758 | 42,236 | 0.23% | 0.23% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,520,532 | 41,437 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tidal Investments LLC | History | No change | 2,587,034 | 41,082 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 2,459,767 | 39,061 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SCS Capital Management LLC | History | No change | 2,132,062 | 33,857 | 0.32% | 0.32% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,776,872 | 28,216 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,697,782 | 26,960 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 1,693,566 | 26,893 | 0.52% | 0.52% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 1,673,863 | 26,580 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Briaud Financial Planning Inc | History | No change | 1,672,011 | 26,551 | 6.98% | 6.98% | 20 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 1,593,441 | 25,304 | 1.04% | 1.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 1,504,900 | 23,897 | 0.6% | 0.6% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,443,820 | 22,928 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,286,770 | 20,426 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,227,800 | 19,497 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,208,118 | 19,184 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marion Wealth Management | History | No change | 1,073,833 | 17,052 | 3.47% | 3.47% | 27 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,011,852 | 16,068 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 999,735 | 15,875 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kiker Wealth Management, LLC | History | No change | 925,387 | 14,695 | 5.73% | 5.73% | 30 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | No change | 889,630 | 14,127 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 880,000 | 13,974 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 841,437 | 13,362 | 0.65% | 0.65% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 828,427 | 13,155 | 0.09% | 0.09% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johnson Financial Group, LLC | History | No change | 810,757 | 12,874 | 0.69% | 0.69% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 806,910 | 12,813 | 0.19% | 0.19% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 801,319 | 12,725 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 774,329 | 12,296 | 0.74% | 0.74% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 748,587 | 11,887 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspect Partners, LLC | History | No change | 656,455 | 10,424 | 3.89% | 3.89% | 40 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brookstone Capital Management | History | No change | 642,493 | 10,202 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 640,791 | 10,175 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 600,564 | 9,536 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 594,908 | 9,447 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 558,194 | 8,864 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 539,882 | 8,573 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | No change | 507,468 | 8,058 | 1.74% | 1.74% | 47 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AE Wealth Management LLC | History | No change | 507,270 | 8,055 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHOREO, LLC | History | No change | 505,659 | 8,029 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 505,048 | 8,020 | 1.89% | 1.89% | 50 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Plan Group Financial, LLC | History | No change | 504,041 | 8,004 | 1.65% | 1.65% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 498,516 | 7,916 | 0.77% | 0.77% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 475,892 | 7,557 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 450,000 | 7,146 | 0.28% | 0.28% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 444,974 | 7,065 | 3.52% | 3.52% | 55 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 443,492 | 7,042 | 0.28% | 0.28% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 436,306 | 6,928 | 0.5% | 0.5% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 394,238 | 6,655 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIM, LLC | History | No change | 405,432 | 6,438 | 0.83% | 0.83% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 398,110 | 6,318 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kensington Asset Management, LLC | History | No change | 392,091 | 6,226 | 0.34% | 0.34% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 382,467 | 6,065 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 377,529 | 5,995 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Echo45 Advisors LLC | History | No change | 370,858 | 5,889 | 3.04% | 3.04% | 64 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Avestar Capital, LLC | History | No change | 368,802 | 5,856 | 0.33% | 0.33% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 357,455 | 5,676 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 355,429 | 5,630 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THEORY FINANCIAL LLC | History | No change | 352,441 | 5,596 | 1.76% | 1.76% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quent Capital, LLC | History | No change | 349,260 | 5,546 | 0.34% | 0.34% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 348,829 | 5,527 | 0.6% | 0.6% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 339,510 | 5,391 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point Nemo Capital, LLC | History | No change | 330,133 | 5,242 | 2.66% | 2.66% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LCW Services, LLC | History | No change | 328,560 | 5,217 | 2.27% | 2.27% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 307,757 | 4,887 | 2.03% | 2.03% | 74 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 305,045 | 4,844 | 0.51% | 0.51% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 290,614 | 4,614 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Bison Wealth, LLC | History | No change | 266,158 | 4,285 | 0.39% | 0.39% | 77 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| M Wealth Management, LLC | History | No change | 269,421 | 4,278 | 3.36% | 3.36% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 269,152 | 4,274 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 263,704 | 4,187 | 0.8% | 0.8% | 80 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 263,704 | 4,187 | 0.8% | 0.8% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 259,022 | 4,113 | 1.35% | 1.35% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 258,900 | 4,111 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 256,431 | 4,072 | 0.19% | 0.19% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Innova Wealth Partners | History | No change | 254,014 | 4,033 | 1.65% | 1.65% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lido Advisors, LLC | History | No change | 243,386 | 3,865 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Solutions Group, LLC | History | No change | 241,347 | 3,832 | 1.3% | 1.3% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 233,698 | 3,711 | 0.89% | 0.89% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 226,655 | 3,599 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Lifeworks Advisors, LLC | History | No change | 225,436 | 3,579 | 0.37% | 0.37% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 219,985 | 3,493 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Capital Management, Inc. | History | No change | 219,729 | 3,489 | 0.21% | 0.21% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 218,434 | 3,468 | 2.17% | 2.17% | 93 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| MGO ONE SEVEN LLC | History | No change | 213,763 | 3,394 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | No change | 213,728 | 3,393 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Canal Capital Management, LLC | History | No change | 206,433 | 3,278 | 0.4% | 0.4% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 192,247 | 3,052 | 2.06% | 2.06% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 189,372 | 2,999 | 0.16% | 0.16% | 98 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| THOR TRADING ADVISORS, LLC | History | No change | 188,021 | 2,985 | 0.94% | 0.94% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSA Investment Group, LLC | History | No change | 186,479 | 2,961 | 0.96% | 0.96% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 186,268 | 2,957 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 168,707 | 2,679 | 0.32% | 0.32% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 165,700 | 2,631 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 161,853 | 2,570 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 161,689 | 2,567 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 159,817 | 2,537 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | No change | 157,296 | 2,497 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 149,931 | 2,380 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 149,856 | 2,379 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewSquare Capital LLC | History | No change | 145,142 | 2,304 | 0.17% | 0.17% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 144,343 | 2,292 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 143,719 | 2,282 | 0.51% | 0.51% | 112 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Randall & Associates Wealth Management | History | No change | 142,805 | 2,267 | 1.4% | 1.4% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 141,014 | 2,239 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Virtue Capital Management, LLC | History | No change | 137,634 | 2,185 | 0.29% | 0.29% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 134,876 | 2,141 | 0.25% | 0.25% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Headlands Technologies LLC | History | No change | 133,503 | 2,120 | 0.22% | 0.22% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verity Asset Management, Inc. | History | No change | 133,315 | 2,117 | 0.8% | 0.8% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 133,187 | 2,115 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 132,953 | 2,105 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 131,112 | 2,082 | 0.13% | 0.13% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arlington Capital Management, Inc. | History | No change | 127,581 | 2,025 | 1.26% | 1.26% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bleakley Financial Group, LLC | History | No change | 126,352 | 2,006 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aletheian Wealth Advisors LLC | History | No change | 125,902 | 1,999 | 0.85% | 0.85% | 124 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 120,880 | 1,919 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 119,802 | 1,902 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NWAM LLC | History | No change | 118,266 | 1,878 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 118,305 | 1,878 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 117,536 | 1,866 | 0.18% | 0.18% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avos Capital Management, LLC | History | No change | 117,276 | 1,862 | 0.77% | 0.77% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | No change | 116,097 | 1,843 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 113,518 | 1,802 | 0.1% | 0.1% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 111,524 | 1,771 | 0.54% | 0.54% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 110,627 | 1,756 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 108,487 | 1,722 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McNamara Financial Services, Inc. | History | No change | 106,904 | 1,697 | 0.29% | 0.29% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 106,177 | 1,686 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | No change | 105,608 | 1,677 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 103,623 | 1,645 | 0.35% | 0.35% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prospera Financial Services Inc | History | No change | 101,917 | 1,618 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| M&T BANK CORP | History | No change | 101,856 | 1,617 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 99,009 | 1,572 | 0.44% | 0.44% | 142 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ASSETMARK, INC | History | No change | 98,308 | 1,561 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | No change | 97,335 | 1,545 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 97,079 | 1,541 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nest Investments, LLC | History | No change | 96,996 | 1,540 | 1.17% | 1.17% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 95,913 | 1,523 | 0.23% | 0.23% | 147 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Maridea Wealth Management LLC | History | No change | 94,289 | 1,497 | 0.16% | 0.16% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 93,381 | 1,482 | 0.86% | 0.86% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quadrature Capital Ltd | History | No change | 88,143 | 1,399 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Palumbo Wealth Management LLC | History | No change | 86,451 | 1,372 | 0.29% | 0.29% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alhambra Investment Management LLC | History | No change | 84,725 | 1,345 | 0.59% | 0.59% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Continuum Advisory, LLC | History | No change | 84,125 | 1,335 | 0.11% | 0.11% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 82,531 | 1,310 | 0.11% | 0.11% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | No change | 82,183 | 1,305 | 0.42% | 0.42% | 155 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 81,072 | 1,287 | 0.13% | 0.13% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 79,947 | 1,269 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | No change | 78,635 | 1,248 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 67,668 | 1,210 | 0.39% | 0.39% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 76,086 | 1,208 | 0.09% | 0.09% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 75,583 | 1,200 | 0.23% | 0.23% | 161 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Strive Financial Group ,LLC | History | No change | 74,003 | 1,175 | 0.51% | 0.51% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curran Financial Partners, LLC | History | No change | 73,990 | 1,174 | 0.17% | 0.17% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Addison Capital Co | History | No change | 72,245 | 1,147 | 0.19% | 0.19% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Elyxium Wealth, LLC | History | No change | 70,718 | 1,123 | 0.12% | 0.12% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Magnus Financial Group LLC | History | No change | 70,489 | 1,119 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WESBANCO BANK INC | History | No change | 70,028 | 1,112 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SG Americas Securities, LLC | History | No change | 70,000 | 1,112 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 67,085 | 1,061 | 0.46% | 0.46% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SlateStone Wealth, LLC | History | No change | 65,000 | 1,032 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 64,505 | 1,024 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 64,300 | 1,021 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Point72 Asset Management, L.P. | History | No change | 61,623 | 978 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 60,982 | 968 | 0.08% | 0.08% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 60,310 | 958 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 59,473 | 944 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 59,501 | 944 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| New Republic Capital, LLC | History | No change | 58,681 | 931 | 0.21% | 0.21% | 178 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 56,573 | 898 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 55,187 | 876 | 0.09% | 0.09% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J2 Capital Management Inc | History | No change | 54,647 | 867 | 0.58% | 0.58% | 181 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Regal Investment Advisors LLC | History | No change | 54,082 | 858 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 53,478 | 849 | 0.07% | 0.07% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 52,609 | 835 | 0.1% | 0.1% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 52,160 | 828 | 0.11% | 0.11% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 1,682 | 825 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 51,544 | 818 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | No change | 47,692 | 812 | 0.64% | 0.64% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 49,819 | 791 | 0.41% | 0.41% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 49,568 | 787 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 49,599 | 786 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dunhill Financial, LLC | History | No change | 49,386 | 784 | 0.16% | 0.16% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marex Group Ltd | History | No change | 48,456 | 769 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krane Financial Solutions LLC | History | No change | 48,363 | 767 | 0.47% | 0.47% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 46,115 | 732 | 0.35% | 0.35% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accurate Wealth Management, LLC | History | No change | 44,572 | 732 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 45,594 | 724 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Faithward Advisors, LLC | History | No change | 45,271 | 718 | 0.09% | 0.09% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisor Network LLC | History | No change | 44,950 | 713 | 0.89% | 0.89% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 44,106 | 700 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zinnia Wealth Advisory, LLC | History | No change | 43,984 | 698 | 0.71% | 0.71% | 201 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 43,509 | 690 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Indivisible Partners | History | No change | 43,457 | 690 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 41,911 | 665 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 41,753 | 661 | 0.43% | 0.43% | 205 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Professional Financial Advisors, LLC | History | No change | 41,656 | 661 | 0.11% | 0.11% | 206 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GeoWealth Management, LLC | History | No change | 41,577 | 660 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Wealth, LLC | History | No change | 41,040 | 651 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 40,367 | 641 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 40,208 | 638 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 39,779 | 631 | 0.11% | 0.11% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 39,682 | 630 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 39,022 | 619 | 0.33% | 0.33% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 38,158 | 605 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 37,515 | 595 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ethos Financial Group, LLC | History | No change | 33,696 | 592 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlTi Global, Inc. | History | No change | 36,142 | 573 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Narus Financial Partners, LLC | History | No change | 35,788 | 568 | 0.15% | 0.15% | 218 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Evanson Financial, LLC | History | No change | 35,386 | 561 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atria Investments, Inc | History | No change | 34,598 | 549 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 34,307 | 544 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 33,805 | 536 | 0.3% | 0.3% | 222 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Blueprint Investment Partners LLC | History | No change | 33,579 | 533 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 32,629 | 518 | 0.2% | 0.2% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 32,629 | 518 | 0.06% | 0.06% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSC Wealth Advisors, LLC | History | No change | 32,326 | 513 | 100.0% | 100.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | No change | 31,930 | 507 | 0.41% | 0.41% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 31,870 | 506 | 0.15% | 0.15% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 31,855 | 505 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sidoxia Capital Management, LLC | History | No change | 31,669 | 502 | 0.37% | 0.37% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HRT FINANCIAL LP | History | No change | 31,361 | 498 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 31,220 | 495 | 0.05% | 0.05% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 30,776 | 488 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 30,430 | 483 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 29,957 | 475 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 29,956 | 475 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FreeGulliver LLC | History | No change | 29,225 | 464 | 0.16% | 0.16% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 28,052 | 445 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kestra Advisory Services, LLC | History | No change | 27,266 | 432 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | No change | 27,139 | 430 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KINTRA WEALTH, LLC | History | No change | 24,210 | 430 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 26,886 | 426 | 0.08% | 0.08% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 26,536 | 421 | 0.11% | 0.11% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wallace Hart LLC | History | No change | 26,090 | 414 | 0.26% | 0.26% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 25,974 | 412 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Roble, Belko & Company, Inc | History | No change | 25,809 | 410 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compound Planning, Inc. | History | No change | 25,813 | 409 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 25,467 | 404 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 25,278 | 401 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighPoint Advisor Group LLC | History | No change | 23,545 | 373 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | No change | 23,345 | 371 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anson Capital, Inc. | History | No change | 23,418 | 371 | 0.24% | 0.24% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | No change | 23,000 | 365 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 22,971 | 364 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clark Asset Management, LLC | History | No change | 22,503 | 357 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Prostatis Group LLC | History | No change | 22,459 | 356 | 0.08% | 0.08% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 22,464 | 356 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 22,173 | 352 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Premier Private Wealth Management LLC | History | No change | 21,411 | 340 | 0.3% | 0.3% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 21,361 | 339 | 0.08% | 0.08% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMART Wealth LLC | History | No change | 21,410 | 339 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Inspire Advisors, LLC | History | No change | 21,004 | 333 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 20,836 | 330 | 0.15% | 0.15% | 263 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BRIGHTON JONES LLC | History | No change | 20,658 | 328 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 20,467 | 325 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Briggs Wealth Management, Inc | History | No change | 20,440 | 324 | 0.3% | 0.3% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 20,109 | 319 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Financial Network, Inc. | History | No change | 19,601 | 311 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| North Forty Two & Co. | History | No change | 19,625 | 311 | 0.26% | 0.26% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 19,034 | 302 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 18,565 | 294 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Asset Management, LLC | History | No change | 18,200 | 289 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN ADVISORY INC | History | No change | 18,158 | 288 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18,094 | 287 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 17,829 | 283 | 0.06% | 0.06% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17,459 | 277 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rede Wealth, LLC | History | No change | 17,369 | 275 | 0.09% | 0.09% | 277 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 16,558 | 262 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 16,281 | 258 | 0.09% | 0.09% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 16,105 | 255 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 15,905 | 252 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Downshift Financial, LLC | History | No change | 15,685 | 249 | 0.11% | 0.11% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rubicon Advisors, GP | History | No change | 15,672 | 248 | 0.18% | 0.18% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 15,274 | 242 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Advisors Network LLC | History | No change | 15,068 | 239 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUE Private Wealth Advisors | History | No change | 14,704 | 233 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 14,515 | 230 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | No change | 14,231 | 225 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 14,112 | 224 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 14,048 | 223 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 13,951 | 221 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WCG Wealth Advisors LLC | History | No change | 13,890 | 220 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 13,875 | 220 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 13,794 | 219 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 13,846 | 219 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 13,730 | 218 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 13,485 | 214 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Empire Financial Management Company, LLC | History | No change | 13,426 | 213 | 0.08% | 0.08% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 13,372 | 212 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M1 Capital Management LLC | History | No change | 13,131 | 208 | 0.08% | 0.08% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |