INVESCO EXCHANGE-TRADED FUND TRUST - PDP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 890,849 | 135,168 | 0.01% | 0.0% | 1 | +204,974 | 29.89% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 664,010 | 100,750 | 0.03% | 0.02% | 2 | +127,248 | 23.71% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 397,255 | 60,275 | 0.01% | 0.01% | 3 | -13,807 | -3.36% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 369,927 | 56,129 | 0.07% | 0.07% | 4 | -16,564 | -4.29% | Q2 2026 | Jul 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 341,051 | 51,747 | 0.0% | 0.0% | 5 | +15,681 | 4.82% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 299,497 | 45,442 | 0.01% | 0.01% | 6 | -6,814 | -2.22% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 283,329 | 42,989 | 0.01% | 0.01% | 7 | -1,066 | -0.37% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 247,279 | 37,523 | 0.03% | 0.03% | 8 | +2,720 | 1.11% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | Reduced | 206,793 | 31,376 | 0.34% | 0.32% | 9 | -3,860 | -1.83% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 181,714 | 27,572 | 0.05% | 0.05% | 10 | +1,911 | 1.06% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Reduced | 179,532 | 27,240 | 0.0% | 0.0% | 11 | -34,881 | -16.27% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 155,358 | 23,572 | 0.04% | 0.03% | 12 | -827 | -0.53% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | Reduced | 130,472 | 19,796 | 0.06% | 0.08% | 13 | -2,445 | -1.84% | Q2 2026 | Aug 10, 2026 |
| NewSquare Capital LLC | History | Added to | 129,102 | 19,588 | 1.45% | 1.13% | 14 | +20,986 | 19.41% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 125,241 | 19,002 | 0.28% | 0.27% | 15 | -14,576 | -10.43% | Q2 2026 | Jul 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 118,675 | 18,006 | 0.0% | 0.0% | 16 | +12,741 | 12.03% | Q2 2026 | Aug 14, 2026 |
| Strid Group, LLC | History | Reduced | 105,857 | 16,061 | 1.78% | 1.6% | 17 | -1,274 | -1.19% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 77,428 | 11,036 | 0.02% | 0.02% | 18 | +1,646 | 2.17% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 72,325 | 10,974 | 0.01% | 0.01% | 19 | +10,370 | 16.74% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 65,960 | 10,008 | 0.0% | 0.0% | 20 | -1,792 | -2.64% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 63,518 | 9,637 | 0.03% | 0.03% | 21 | -1,039 | -1.61% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 59,063 | 8,959 | 0.04% | 0.03% | 22 | +15,311 | 34.99% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 53,529 | 8,121 | 0.02% | 0.02% | 23 | +4,706 | 9.64% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 51,631 | 7,833 | 0.48% | 0.43% | 24 | +1,412 | 2.81% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 49,489 | 7,509 | 0.02% | 0.02% | 25 | -3,783 | -7.1% | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 42,767 | 6,489 | 0.57% | 0.55% | 26 | -2 | -0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 40,929 | 6,133 | 0.0% | 0.0% | 27 | -5,631 | -12.09% | Q2 2026 | Aug 12, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 38,969 | 5,912 | 0.76% | 0.04% | 28 | +36,912 | 1794.46% | Q2 2026 | Jul 22, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 33,954 | 5,151 | 0.29% | 0.22% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | Added to | 30,917 | 4,691 | 0.0% | 0.0% | 30 | +1,457 | 4.95% | Q2 2026 | Aug 12, 2026 |
| MTM Investment Management, LLC | History | Reduced | 28,686 | 4,352 | 1.24% | 1.11% | 31 | -292 | -1.01% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 28,541 | 4,330 | 0.29% | 0.26% | 32 | -50 | -0.17% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27,248 | 4,134 | 0.03% | 0.03% | 33 | +156 | 0.58% | Q2 2026 | Jul 17, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 26,974 | 4,092 | 1.49% | 1.42% | 34 | -2,179 | -7.47% | Q2 2026 | Jul 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 24,711 | 3,702 | 0.2% | 0.18% | 35 | -31 | -0.13% | Q2 2026 | Jul 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 23,485 | 3,563 | 0.01% | 0.01% | 36 | +70 | 0.3% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 22,474 | 3,409 | 0.01% | 0.01% | 37 | +208 | 0.93% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 21,750 | 3,300 | 0.0% | 0.0% | 38 | +2,527 | 13.15% | Q2 2026 | Aug 19, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 21,292 | 3,230 | 0.02% | 0.01% | 39 | +795 | 3.88% | Q2 2026 | Jul 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 20,733 | 3,145 | 0.0% | — | 40 | +20,733 | New | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 20,139 | 3,055 | 0.19% | 0.18% | 41 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 20,103 | 3,050 | 0.02% | 0.01% | 42 | +848 | 4.4% | Q2 2026 | Aug 17, 2026 |
| Waverly Advisors, LLC | History | No change | 18,189 | 2,759 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 17,762 | 2,695 | 0.04% | — | 44 | +17,762 | New | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 17,026 | 2,583 | 0.01% | — | 45 | +17,026 | New | Q2 2026 | Aug 18, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 16,767 | 2,544 | 0.39% | 0.35% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 16,716 | 2,536 | 0.06% | 0.05% | 47 | +1,020 | 6.5% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 16,461 | 2,497 | 0.0% | 0.0% | 48 | +792 | 5.05% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,266 | 2,316 | 0.0% | 0.0% | 49 | -2,941 | -16.15% | Q2 2026 | Jul 28, 2026 |
| PFG Investments, LLC | History | Added to | 15,138 | 2,296 | 0.09% | 0.08% | 50 | +1,034 | 7.33% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 13,644 | 2,070 | 0.03% | 0.03% | 51 | -1,356 | -9.04% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | Reduced | 13,601 | 2,063 | 0.0% | 0.0% | 52 | -1,045 | -7.14% | Q2 2026 | Aug 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 13,077 | 1,984 | 0.29% | 0.34% | 53 | -6,745 | -34.03% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12,667 | 1,922 | 0.01% | 0.01% | 54 | -813 | -6.03% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 12,104 | 1,837 | 0.02% | 0.01% | 55 | +454 | 3.9% | Q2 2026 | Jul 24, 2026 |
| Sowell Financial Services LLC | History | Reduced | 11,861 | 1,799 | 0.06% | 0.05% | 56 | -3 | -0.03% | Q2 2026 | Jul 17, 2026 |
| Heirloom Wealth Management | History | Reduced | 10,991 | 1,667 | 0.24% | 0.32% | 57 | -3,891 | -26.15% | Q2 2026 | Aug 03, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 10,827 | 1,642 | 0.36% | 0.33% | 58 | -86 | -0.79% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,745 | 1,630 | 0.01% | 0.0% | 59 | -169 | -1.55% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,602 | 1,608 | 0.03% | 0.02% | 60 | +5,166 | 95.03% | Q2 2026 | Aug 06, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 10,137 | 1,538 | 0.95% | 0.84% | 61 | +432 | 4.45% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | Added to | 9,911 | 1,503 | 0.01% | 0.0% | 62 | +8,695 | 715.05% | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,700 | 1,471 | 0.0% | 0.0% | 63 | -30,300 | -75.75% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Advisors Inc. | History | No change | 10,712 | 1,449 | 0.08% | 0.09% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,251 | 1,403 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,187 | 1,393 | 0.01% | 0.01% | 66 | +317 | 3.57% | Q2 2026 | Jul 29, 2026 |
| Nilsine Partners, LLC | History | New | 8,265 | 1,254 | 0.09% | — | 67 | +8,265 | New | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | Added to | 8,263 | 1,253 | 0.0% | 0.0% | 68 | +21 | 0.25% | Q2 2026 | Aug 13, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 8,226 | 1,248 | 0.17% | 0.37% | 69 | -10,973 | -57.15% | Q2 2026 | Jul 31, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 8,094 | 1,228 | 0.0% | 0.0% | 70 | -6 | -0.07% | Q2 2026 | Aug 11, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 8,044 | 1,220 | 0.5% | 0.41% | 71 | +584 | 7.83% | Q2 2026 | Jul 16, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 8,029 | 1,218 | 0.47% | — | 72 | +8,029 | New | Q2 2026 | Aug 07, 2026 |
| Bellars Harris Wealth Management, LLC | History | New | 7,827 | 1,187 | 0.24% | — | 73 | +7,827 | New | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 7,614 | 1,155 | 0.0% | 0.0% | 74 | -576 | -7.03% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 7,541 | 1,144 | 0.04% | 0.03% | 75 | +201 | 2.74% | Q2 2026 | Jul 09, 2026 |
| FMR LLC | History | Reduced | 7,220 | 1,095 | 0.0% | 0.0% | 76 | -450 | -5.87% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 7,165 | 1,087 | 0.03% | 0.04% | 77 | -960 | -11.82% | Q2 2026 | Jul 31, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 6,828 | 1,035 | 0.01% | 0.01% | 78 | -1,345 | -16.46% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,760 | 1,025 | 0.0% | 0.0% | 79 | +712 | 11.77% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | New | 6,574 | 997 | 0.0% | — | 80 | +6,574 | New | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 6,469 | 981 | 0.02% | 0.01% | 81 | +1,222 | 23.29% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,253 | 948 | 0.0% | 0.0% | 82 | -455 | -6.78% | Q2 2026 | Aug 13, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 6,148 | 932 | 0.29% | 0.28% | 83 | -41 | -0.66% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,065 | 920 | 0.01% | 0.01% | 84 | -196 | -3.13% | Q2 2026 | Jul 20, 2026 |
| EWA, LLC | History | New | 5,706 | 865 | 0.16% | — | 85 | +5,706 | New | Q2 2026 | Jul 14, 2026 |
| Wagner Wealth Management, Corp | History | Reduced | 5,575 | 845 | 0.68% | 0.64% | 86 | -310 | -5.27% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,487 | 832 | 0.04% | 0.0% | 87 | +5,131 | 1441.29% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,490 | 832 | 0.01% | 0.01% | 88 | +10 | 0.18% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,407 | 820 | 0.0% | 0.0% | 89 | -130 | -2.35% | Q2 2026 | Aug 05, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 5,293 | 803 | 0.27% | 0.29% | 90 | -749 | -12.4% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Added to | 5,284 | 801 | 0.02% | 0.01% | 91 | +1,880 | 55.23% | Q2 2026 | Jul 15, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 5,263 | 798 | 0.44% | 0.39% | 92 | +1 | 0.02% | Q2 2026 | Jul 28, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 6,574 | 793 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 5,164 | 783 | 0.24% | 0.23% | 94 | -1 | -0.02% | Q2 2026 | Jul 28, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 4,930 | 748 | 0.15% | 0.14% | 95 | -200 | -3.9% | Q2 2026 | Jul 24, 2026 |
| Kiker Wealth Management, LLC | History | Reduced | 4,746 | 720 | 0.28% | 0.28% | 96 | -73 | -1.51% | Q2 2026 | Jul 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,537 | 688 | 0.0% | 0.0% | 97 | -85 | -1.84% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,395 | 666 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,370 | 663 | 0.05% | 0.05% | 99 | -51 | -1.15% | Q2 2026 | Jul 28, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,321 | 655 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 4,302 | 652 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,203 | 637 | 0.01% | 0.01% | 102 | +1,057 | 33.6% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 4,109 | 623 | 0.0% | 0.0% | 103 | -164 | -3.84% | Q2 2026 | Aug 11, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 4,088 | 620 | 0.54% | 0.5% | 104 | -195 | -4.55% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,173 | 614 | 0.0% | 0.0% | 105 | +611 | 17.15% | Q2 2026 | Aug 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 4,051 | 614 | 0.03% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Navigation Group, LLC | History | No change | 4,050 | 614 | 0.12% | 0.11% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 5,007 | 604 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 3,890 | 590 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NWF Advisory Services Inc. | History | No change | 3,878 | 588 | 0.06% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlphaCore Capital LLC | History | No change | 3,830 | 581 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 3,701 | 561 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 3,454 | 524 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Realta Investment Advisors | History | Reduced | 3,415 | 518 | 0.16% | 0.18% | 114 | -1,003 | -22.7% | Q2 2026 | Jul 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,334 | 505 | 0.0% | 0.0% | 115 | -4,259 | -56.09% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 3,283 | 498 | 0.0% | 0.0% | 116 | +154 | 4.92% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,196 | 484 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eagle Bay Advisors LLC | History | No change | 3,181 | 482 | 0.36% | 0.34% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | No change | 3,175 | 481 | 0.23% | 0.22% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 3,153 | 478 | 0.0% | 0.0% | 120 | +652 | 26.07% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,115 | 472 | 0.0% | 0.0% | 121 | -10 | -0.32% | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | No change | 3,200 | 470 | 0.1% | 0.11% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trinity Wealth Management, LLC | History | No change | 3,070 | 465 | 0.15% | 0.14% | 123 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Morling Financial Advisors, LLC | History | No change | 2,933 | 445 | 0.12% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,925 | 443 | 0.01% | 0.01% | 125 | -1,713 | -36.93% | Q2 2026 | Jul 20, 2026 |
| Private Advisory Group LLC | History | Reduced | 2,871 | 435 | 0.02% | 0.13% | 126 | -13,092 | -82.01% | Q2 2026 | Aug 06, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 2,849 | 432 | 0.01% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,831 | 429 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 2,820 | 427 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NWAM LLC | History | No change | 2,807 | 425 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | Added to | 2,773 | 420 | 0.0% | 0.0% | 131 | +1,057 | 61.6% | Q2 2026 | Jul 30, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 2,813 | 413 | 0.08% | 0.08% | 132 | -317 | -10.13% | Q2 2026 | Jul 07, 2026 |
| Corient Private Wealth LP | History | No change | 2,672 | 405 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 3,349 | 404 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 2,656 | 402 | 0.04% | 0.04% | 135 | -109 | -3.94% | Q2 2026 | Jul 23, 2026 |
| Apollon Financial, LLC | History | Reduced | 2,592 | 393 | 0.05% | 0.04% | 136 | -40 | -1.52% | Q2 2026 | Jul 22, 2026 |
| First City Capital Management, Inc. | History | No change | 2,585 | 392 | 0.19% | 0.17% | 137 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 2,573 | 390 | 0.06% | 0.05% | 138 | -17 | -0.66% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 2,562 | 388 | 0.16% | 0.15% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,485 | 376 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELCH & FORBES LLC | History | No change | 2,419 | 367 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | New | 2,427 | 365 | 0.0% | — | 142 | +2,427 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,394 | 363 | 0.0% | 0.0% | 143 | -1,310 | -35.37% | Q2 2026 | Sep 02, 2026 |
| StoneX Group Inc. | History | New | 2,474 | 362 | 0.01% | — | 144 | +2,474 | New | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | New | 2,345 | 355 | 0.0% | — | 145 | +2,345 | New | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 2,321 | 352 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,274 | 344 | 0.01% | 0.01% | 147 | -2 | -0.09% | Q2 2026 | Aug 13, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 2,500 | 337 | 0.09% | 0.11% | 148 | -298 | -10.65% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,195 | 333 | 0.0% | 0.0% | 149 | -406 | -15.61% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,190 | 332 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,187 | 331 | 0.0% | 0.0% | 151 | +290 | 15.29% | Q2 2026 | Jul 27, 2026 |
| Heritage Trust Co | History | No change | 2,095 | 317 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Delta Investment Management, LLC | History | No change | 2,069 | 313 | 0.05% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 2,040 | 309 | 0.21% | 0.21% | 154 | -75 | -3.55% | Q2 2026 | Jul 07, 2026 |
| CWC Advisors, LLC. | History | No change | 2,006 | 304 | 0.13% | 0.12% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 2,000 | 303 | 0.03% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mirador Capital Partners LP | History | No change | 2,000 | 303 | 0.04% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 1,955 | 296 | 0.18% | 0.17% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 1,912 | 290 | 0.1% | 0.09% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BankPlus Trust Department | History | No change | 1,832 | 277 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Claris Financial LLC | History | No change | 2,299 | 277 | 0.15% | 0.15% | 161 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Visionary Wealth Advisors | History | No change | 1,800 | 273 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 1,760 | 267 | 0.0% | — | 163 | +1,760 | New | Q2 2026 | Jul 17, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,745 | 264 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,701 | 258 | 0.0% | 0.0% | 165 | -1 | -0.06% | Q2 2026 | Aug 06, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 1,690 | 256 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,643 | 249 | 0.0% | 0.0% | 167 | -353 | -17.69% | Q2 2026 | Jul 22, 2026 |
| Clark Capital Management Group, Inc. | History | New | 1,604 | 243 | 0.0% | — | 168 | +1,604 | New | Q2 2026 | Aug 11, 2026 |
| AMG National Trust Bank | History | New | 1,600 | 242 | 0.0% | — | 169 | +1,600 | New | Q2 2026 | Aug 06, 2026 |
| Advisors Capital Management, LLC | History | New | 1,556 | 236 | 0.0% | — | 170 | +1,556 | New | Q2 2026 | Aug 11, 2026 |
| SMITH, MOORE & CO. | History | New | 1,546 | 234 | 0.02% | — | 171 | +1,546 | New | Q2 2026 | Aug 12, 2026 |
| Oak Asset Management, LLC | History | New | 1,450 | 220 | 0.07% | — | 172 | +1,450 | New | Q2 2026 | Jul 10, 2026 |
| Cascade Financial Partners, LLC | History | New | 1,450 | 220 | 0.02% | — | 173 | +1,450 | New | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | No change | 1,426 | 216 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dale Q Rice Investment Management Ltd | History | New | 1,422 | 215 | 0.12% | — | 175 | +1,422 | New | Q2 2026 | Aug 07, 2026 |
| Panoramic Capital Partners, LLC | History | New | 1,400 | 212 | 0.1% | — | 176 | +1,400 | New | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,378 | 208 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lansing Street Advisors | History | New | 1,355 | 205 | 0.04% | — | 178 | +1,355 | New | Q2 2026 | Jul 24, 2026 |
| Aurora Private Wealth, Inc. | History | New | 1,339 | 203 | 0.13% | — | 179 | +1,339 | New | Q2 2026 | Jul 21, 2026 |
| Mariner, LLC | History | New | 1,329 | 201 | 0.0% | — | 180 | +1,329 | New | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,281 | 194 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,252 | 189 | 0.0% | 0.0% | 182 | +1,000 | 396.83% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,186 | 180 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MCF Advisors LLC | History | No change | 1,140 | 172 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 1,120 | 170 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,025 | 155 | 0.06% | 0.0% | 187 | +1,000 | 4000.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 1,022 | 155 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PlanVest Financial, Inc | History | Added to | 988 | 149 | 0.1% | 0.09% | 188 | +1 | 0.1% | Q2 2026 | Aug 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 855 | 129 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 773 | 117 | 0.01% | 0.01% | 190 | -140 | -15.33% | Q2 2026 | Jul 13, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | New | 752 | 114 | 0.15% | — | 191 | +752 | New | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 700 | 106 | 0.0% | 0.0% | 192 | -100 | -12.5% | Q2 2026 | Jul 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 585 | 89 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Costello Asset Management, INC | History | No change | 572 | 86 | 0.03% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 505 | 74 | 0.01% | 0.01% | 195 | -23 | -4.36% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 409 | 62 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Counsel, Inc | History | No change | 392 | 59 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Operose Advisors LLC | History | No change | 377 | 57 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Networth Advisors, LLC | History | New | 336 | 50 | 0.03% | — | 199 | +336 | New | Q2 2026 | Jul 22, 2026 |
| Kingdom Financial Group LLC. | History | New | 314 | 47 | 0.01% | — | 200 | +314 | New | Q2 2026 | Aug 07, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 306 | 46 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 298 | 45 | 0.0% | 0.0% | 202 | -712 | -70.5% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 266 | 39 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | New | 220 | 33 | 0.0% | — | 204 | +220 | New | Q2 2026 | Aug 10, 2026 |
| Montgomery Financial Services LLC | History | New | 217 | 32 | 0.03% | — | 206 | +217 | New | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 211 | 32 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | New | 206 | 31 | 0.0% | — | 208 | +206 | New | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 207 | 31 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 200 | 30 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Red Tortoise LLC | History | No change | 245 | 29 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 174 | 26 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 132 | 20 | 0.02% | — | 212 | +132 | New | Q2 2026 | Jul 24, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 130 | 19 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bogart Wealth, LLC | History | No change | 114 | 17 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 101 | 15 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 95 | 14 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 67 | 10 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trust Co | History | New | 63 | 9 | 0.0% | — | 219 | +63 | New | Q2 2026 | Jul 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 64 | 9 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 57 | 8 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 28 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 22 | 3 | 0.0% | 0.0% | 223 | -9 | -29.03% | Q2 2026 | Aug 13, 2026 |
| Register Financial Advisors LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 9 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,420 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,215 | -100.0% | Q2 2026 | Jul 31, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,961 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,389 | -100.0% | Q2 2026 | Aug 11, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -846 | -100.0% | Q2 2026 | Aug 10, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -332 | -100.0% | Q2 2026 | Jul 29, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q2 2026 | Jul 24, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |