INVESCO EXCHANGE-TRADED FUND TRUST - PEY
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 | Reduced | 4,504,254 | 104,408 | 0.01% | 0.01% | 1 | -42,735 | -0.94% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 2,401,540 | 55,667 | 0.0% | 0.0% | 2 | +14,102 | 0.59% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,351,755 | 31,333 | 0.01% | 0.01% | 3 | -8,809 | -0.65% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 948,153 | 21,978 | 0.0% | 0.0% | 4 | +33,507 | 3.66% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 655,744 | 15,200 | 0.0% | 0.0% | 5 | +17,799 | 2.79% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 395,559 | 9,169 | 0.01% | 0.01% | 6 | -16,987 | -4.12% | Q2 2026 | Aug 12, 2026 |
| Investors Research Corp | History | Added to | 389,733 | 9,034 | 1.62% | 1.54% | 7 | +12,518 | 3.32% | Q2 2026 | Jul 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 313,700 | 7,271 | 0.01% | 0.0% | 8 | +55,700 | 21.59% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 311,987 | 7,231 | 0.0% | 0.0% | 9 | -13,638 | -4.19% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 270,620 | 6,359 | 0.0% | 0.0% | 10 | +15,012 | 5.87% | Q2 2026 | Aug 14, 2026 |
| Good Steward Wealth Advisors,LLC | History | Reduced | 217,982 | 5,052 | 3.05% | 3.05% | 11 | -3,455 | -1.56% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 208,584 | 4,835 | 0.0% | 0.0% | 12 | -46,224 | -18.14% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 203,973 | 4,787 | 0.39% | 0.4% | 13 | -1,212 | -0.59% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 195,853 | 4,539 | 0.0% | 0.0% | 14 | -8,617 | -4.21% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 191,314 | 4,436 | 0.02% | 0.03% | 15 | -8,045 | -4.04% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 175,002 | 4,056 | 0.02% | 0.0% | 16 | +171,319 | 4651.62% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 169,227 | 3,923 | 0.4% | 0.41% | 17 | -962 | -0.57% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 168,241 | 3,899 | 0.0% | 0.0% | 18 | +15,515 | 10.16% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 167,763 | 3,888 | 0.07% | 0.09% | 19 | -2,273 | -1.34% | Q2 2026 | Aug 06, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 158,932 | 3,684 | 0.74% | 0.8% | 20 | -6,071 | -3.68% | Q2 2026 | Jul 22, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 138,485 | 3,210 | 0.12% | 0.12% | 21 | +894 | 0.65% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 138,031 | 3,199 | 0.0% | 0.0% | 22 | +3,830 | 2.85% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 135,821 | 3,148 | 0.0% | 0.0% | 23 | -7,864 | -5.47% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 120,570 | 2,794 | 0.05% | 0.05% | 24 | -2,421 | -1.97% | Q2 2026 | Jul 20, 2026 |
| Cresta Advisors, Ltd. | History | Reduced | 120,233 | 2,787 | 1.0% | 1.12% | 25 | -7,564 | -5.92% | Q2 2026 | Jul 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 119,089 | 2,760 | 0.01% | 0.01% | 26 | +1,758 | 1.5% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 108,836 | 2,522 | 0.0% | 0.0% | 27 | +2,319 | 2.18% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 105,830 | 2,453 | 0.01% | 0.01% | 28 | +41,673 | 64.95% | Q2 2026 | Aug 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 103,958 | 2,409 | 0.02% | 0.02% | 29 | +2,629 | 2.59% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 98,315 | 2,278 | 0.0% | 0.0% | 30 | +6,869 | 7.51% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 97,827 | 2,268 | 0.01% | 0.01% | 31 | -5,874 | -5.66% | Q2 2026 | Jul 27, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 93,653 | 2,170 | 0.42% | 0.33% | 32 | +25,087 | 36.59% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | New | 91,623 | 2,123 | 0.0% | — | 33 | +91,623 | New | Q2 2026 | Aug 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 86,323 | 2,000 | 0.17% | 0.18% | 34 | -475 | -0.55% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 82,303 | 1,907 | 0.04% | 0.03% | 35 | +18,766 | 29.54% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 81,972 | 1,900 | 0.01% | 0.01% | 36 | +2 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 74,031 | 1,716 | 0.0% | 0.0% | 37 | -1,107 | -1.47% | Q2 2026 | Aug 13, 2026 |
| Brick & Kyle, Associates | History | No change | 78,971 | 1,691 | 0.56% | 0.56% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 71,883 | 1,666 | 0.0% | 0.0% | 39 | -5,114 | -6.64% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 70,413 | 1,632 | 0.01% | 0.01% | 40 | +1,653 | 2.4% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 68,670 | 1,591 | 0.0% | 0.0% | 41 | -64,383 | -48.39% | Q2 2026 | Aug 03, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 59,533 | 1,379 | 0.66% | 0.71% | 42 | -2,647 | -4.26% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 54,718 | 1,268 | 0.0% | 0.0% | 43 | +3,257 | 6.33% | Q2 2026 | Aug 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 52,175 | 1,209 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 48,783 | 1,131 | 0.0% | 0.0% | 45 | -410 | -0.83% | Q2 2026 | Aug 05, 2026 |
| New Insight Wealth Advisors | History | Added to | 46,622 | 1,080 | 0.32% | 0.26% | 46 | +13,321 | 40.0% | Q2 2026 | Jul 27, 2026 |
| Virtu Financial LLC | History | Added to | 45,424 | 1,053 | 0.03% | 0.03% | 47 | +7,673 | 20.33% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | Added to | 43,049 | 997 | 0.04% | 0.03% | 48 | +10,467 | 32.13% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 42,911 | 994 | 0.01% | 0.01% | 49 | -25,142 | -36.94% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 42,146 | 976 | 0.0% | 0.0% | 50 | +8,498 | 25.26% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 41,957 | 972 | 0.01% | 0.03% | 51 | +158 | 0.38% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 41,738 | 967 | 0.04% | 0.09% | 52 | -40,066 | -48.98% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 41,234 | 955 | 0.0% | 0.0% | 53 | +19,334 | 88.28% | Q2 2026 | Sep 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 40,127 | 930 | 0.01% | 0.01% | 54 | -1,539 | -3.69% | Q2 2026 | Jul 15, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 38,987 | 903 | 0.25% | 0.29% | 55 | +109 | 0.28% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 37,006 | 857 | 0.0% | 0.0% | 56 | +1,453 | 4.09% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 36,739 | 851 | 0.01% | 0.01% | 57 | +4,778 | 14.95% | Q2 2026 | Aug 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 35,390 | 820 | 0.03% | 0.04% | 58 | -2,979 | -7.76% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | Added to | 35,185 | 815 | 0.0% | 0.0% | 59 | +2,281 | 6.93% | Q2 2026 | Aug 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 34,514 | 800 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 33,834 | 784 | 0.01% | 0.02% | 61 | -8,827 | -20.69% | Q2 2026 | Jul 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,555 | 771 | 0.0% | 0.0% | 62 | +136 | 0.42% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | Reduced | 32,755 | 759 | 0.0% | 0.0% | 63 | -10,695 | -24.61% | Q2 2026 | Aug 13, 2026 |
| NWF Advisory Services Inc. | History | Added to | 32,036 | 742 | 0.07% | 0.08% | 64 | +155 | 0.49% | Q2 2026 | Jul 29, 2026 |
| Stolper Co | History | Added to | 31,869 | 739 | 0.19% | 1.28% | 65 | +18,108 | 131.59% | Q2 2026 | Jul 14, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 30,660 | 710 | 0.25% | 0.25% | 66 | -1,095 | -3.45% | Q2 2026 | Jul 29, 2026 |
| City State Bank | History | Added to | 30,352 | 703 | 0.16% | 0.16% | 67 | +1,998 | 7.05% | Q2 2026 | Jul 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 30,180 | 699 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Reduced | 30,131 | 698 | 0.0% | 0.0% | 69 | -1,333 | -4.24% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 29,807 | 690 | 0.01% | 0.01% | 70 | +76 | 0.26% | Q2 2026 | Aug 12, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 29,209 | 677 | 0.02% | 0.02% | 71 | -1,406 | -4.59% | Q2 2026 | Aug 10, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 27,659 | 641 | 0.31% | 0.34% | 72 | -5,669 | -17.01% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 25,773 | 597 | 0.0% | 0.0% | 73 | -10,554 | -29.05% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 25,293 | 593 | 0.04% | 0.04% | 74 | -217 | -0.85% | Q2 2026 | Jul 22, 2026 |
| First PREMIER Bank | History | Reduced | 24,680 | 572 | 0.09% | 0.13% | 75 | -1,180 | -4.56% | Q2 2026 | Jul 15, 2026 |
| Curi Capital, LLC | History | No change | 24,449 | 566 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 24,452 | 566 | 0.05% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Advisors | History | Reduced | 24,332 | 564 | 0.03% | 0.03% | 78 | -1,433 | -5.56% | Q2 2026 | Jul 16, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 21,618 | 501 | 0.08% | 0.08% | 79 | +1,420 | 7.03% | Q2 2026 | Jul 24, 2026 |
| Colonial Trust Co / SC | History | Reduced | 20,859 | 488 | 0.06% | 0.06% | 80 | -88 | -0.42% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Added to | 19,348 | 448 | 0.0% | 0.0% | 81 | +155 | 0.81% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,521 | 429 | 0.0% | 0.0% | 82 | -400 | -2.11% | Q2 2026 | Jul 28, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 17,849 | 413 | 0.13% | 0.13% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 19,224 | 411 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 16,797 | 389 | 0.01% | 0.01% | 85 | -500 | -2.89% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 16,769 | 388 | 0.01% | 0.01% | 86 | -277 | -1.63% | Q2 2026 | Jul 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 16,344 | 383 | 0.02% | 0.02% | 87 | +4 | 0.02% | Q2 2026 | Jul 28, 2026 |
| Revisor Wealth Management LLC | History | No change | 15,960 | 369 | 0.09% | 0.09% | 88 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 15,682 | 363 | 0.02% | 0.02% | 89 | +4 | 0.03% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,294 | 354 | 0.0% | 0.0% | 90 | +723 | 4.96% | Q2 2026 | Jul 28, 2026 |
| Wedmont Private Capital | History | Reduced | 14,488 | 343 | 0.01% | 0.01% | 91 | -4,397 | -23.28% | Q2 2026 | Jul 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,386 | 333 | 0.0% | — | 92 | +14,386 | New | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 14,163 | 328 | 0.02% | — | 93 | +14,163 | New | Q2 2026 | Jul 28, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Reduced | 14,043 | 325 | 0.06% | 0.08% | 94 | -502 | -3.45% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 13,925 | 322 | 0.0% | 0.0% | 95 | -314 | -2.21% | Q2 2026 | Jul 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 14,500 | 310 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Lifetime Wealth Management P.C. | History | Reduced | 13,266 | 307 | 0.18% | 0.16% | 97 | -162 | -1.21% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,786 | 306 | 0.01% | 0.01% | 98 | +143 | 1.13% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | New | 13,086 | 303 | 0.01% | — | 99 | +13,086 | New | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,018 | 301 | 0.0% | 0.0% | 100 | +8 | 0.06% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,837 | 297 | 0.01% | 0.01% | 101 | -250 | -1.91% | Q2 2026 | Jul 17, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 12,728 | 295 | 0.05% | 0.07% | 102 | -2,477 | -16.29% | Q2 2026 | Jul 21, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 12,508 | 289 | 0.0% | — | 103 | +12,508 | New | Q2 2026 | Aug 14, 2026 |
| Creekside Partners | History | No change | 12,443 | 288 | 0.1% | 0.11% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 12,264 | 284 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| David J Yvars Group | History | No change | 11,800 | 276 | 0.13% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Financial Insights, Inc. | History | No change | 11,600 | 268 | 0.07% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| MATHER GROUP, LLC. | History | No change | 11,496 | 266 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 10,769 | 249 | 0.01% | 0.01% | 109 | +715 | 7.11% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,615 | 246 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | Reduced | 10,549 | 244 | 0.0% | 0.0% | 111 | -2 | -0.02% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | No change | 10,543 | 244 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 10,338 | 239 | 0.0% | 0.0% | 113 | -834 | -7.47% | Q2 2026 | Aug 18, 2026 |
| Herold Advisors, Inc. | History | Added to | 9,913 | 232 | 0.05% | 0.05% | 114 | +3 | 0.03% | Q2 2026 | Jul 22, 2026 |
| Opus Capital Group, LLC | History | No change | 9,920 | 230 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | New | 9,914 | 229 | 0.0% | — | 116 | +9,914 | New | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | New | 9,508 | 220 | 0.0% | — | 117 | +9,508 | New | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 9,468 | 219 | 0.0% | 0.0% | 118 | -252 | -2.59% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | New | 8,847 | 205 | 0.01% | — | 119 | +8,847 | New | Q2 2026 | Jul 31, 2026 |
| Western Wealth Management, LLC | History | New | 8,818 | 204 | 0.01% | — | 120 | +8,818 | New | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 8,790 | 203 | 0.02% | — | 121 | +8,790 | New | Q2 2026 | Aug 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 8,672 | 203 | 0.01% | — | 122 | +8,672 | New | Q2 2026 | Jul 14, 2026 |
| IFG Advisory, LLC | History | New | 8,469 | 196 | 0.01% | — | 123 | +8,469 | New | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,050 | 186 | 0.0% | 0.0% | 124 | -7,003 | -46.52% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,327 | 171 | 0.0% | 0.0% | 125 | -4,377 | -37.4% | Q2 2026 | Aug 12, 2026 |
| Kozak & Associates, Inc. | History | Added to | 5,820 | 136 | 0.02% | 0.02% | 126 | +69 | 1.2% | Q2 2026 | Jul 02, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 5,665 | 131 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,361 | 124 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New Republic Capital, LLC | History | No change | 5,317 | 123 | 0.03% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,180 | 120 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,031 | 116 | 0.0% | 0.0% | 131 | +2,830 | 128.58% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,772 | 110 | 0.01% | 0.01% | 133 | -389 | -7.54% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,771 | 110 | 0.0% | 0.0% | 132 | +1 | 0.02% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 4,717 | 109 | 0.01% | 0.0% | 134 | +2,484 | 111.24% | Q2 2026 | Jul 21, 2026 |
| Crews Bank & Trust | History | No change | 4,690 | 108 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MeadowBrook Investment Advisors LLC | History | New | 4,400 | 101 | 0.08% | — | 136 | +4,400 | New | Q2 2026 | Jul 20, 2026 |
| Caldwell Trust Co | History | No change | 4,130 | 95 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 3,745 | 91 | 0.01% | 0.01% | 138 | +27 | 0.73% | Q2 2026 | Jul 29, 2026 |
| JPL Wealth Management, LLC | History | No change | 3,540 | 82 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,273 | 75 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Added to | 2,840 | 65 | 0.0% | 0.0% | 141 | +1,120 | 65.12% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | No change | 2,769 | 64 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,502 | 57 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 2,000 | 46 | 0.0% | 0.0% | 144 | -2,020 | -50.25% | Q2 2026 | Aug 10, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,985 | 46 | 0.01% | 0.01% | 147 | +23 | 1.17% | Q2 2026 | Jul 24, 2026 |
| Family Manage LLC | History | No change | 2,000 | 46 | 0.0% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hurley Capital, LLC | History | No change | 2,000 | 46 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | New | 1,955 | 45 | 0.01% | — | 148 | +1,955 | New | Q2 2026 | Aug 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,519 | 35 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,463 | 33 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BlackRock, Inc. | History | Added to | 1,350 | 31 | 0.0% | 0.0% | 151 | +550 | 68.75% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,190 | 27 | 0.0% | 0.0% | 152 | -1,287 | -51.96% | Q2 2026 | Jul 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,174 | 27 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,150 | 26 | 0.0% | — | 155 | +1,149 | 114900.0% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | No change | 1,142 | 26 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | New | 1,017 | 23 | 0.0% | — | 160 | +1,017 | New | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,000 | 23 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 1,000 | 23 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LGT Financial Advisors LLC | History | No change | 1,000 | 23 | 0.12% | 0.11% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,000 | 23 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 940 | 21 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 868 | 20 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Caitlin John, LLC | History | New | 800 | 18 | 0.01% | — | 165 | +800 | New | Q2 2026 | Aug 17, 2026 |
| CVA Family Office, LLC | History | No change | 798 | 18 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 800 | 18 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 822 | 17 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 716 | 16 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 674 | 15 | 0.0% | 0.0% | 168 | -13,618 | -95.28% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 546 | 12 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 540 | 12 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWE & RUSLING INC | History | New | 481 | 11 | 0.0% | — | 172 | +481 | New | Q2 2026 | Aug 10, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 512 | 11 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 397 | 9 | 0.0% | 0.01% | 173 | -1,003 | -71.64% | Q2 2026 | Jul 20, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 369 | 8 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Buck Wealth Strategies, LLC | History | New | 295 | 6 | 0.0% | — | 176 | +295 | New | Q2 2026 | Jul 30, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 300 | 6 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NFSG Corp | History | New | 250 | 5 | 0.0% | — | 178 | +250 | New | Q2 2026 | Aug 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 231 | 5 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ancora Advisors LLC | History | Added to | 189 | 4 | 0.0% | 0.0% | 179 | +2 | 1.07% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 172 | 3 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 99 | 2 | 0.0% | 0.01% | 181 | -3,256 | -97.05% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 111 | 2 | 0.0% | 0.0% | 182 | -702 | -86.35% | Q2 2026 | Aug 11, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 118 | 2 | 0.0% | 0.0% | 185 | +1 | 0.85% | Q2 2026 | Jul 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 103 | 2 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Key FInancial Inc | History | No change | 103 | 2 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LifeSteps Financial, Inc. | History | New | 80 | 1 | 0.0% | — | 187 | +80 | New | Q2 2026 | Jul 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -171,360 | -100.0% | Q2 2026 | Aug 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,169 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,669 | -100.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -11,296 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,572 | -100.0% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,532 | -100.0% | Q2 2026 | Jul 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,245 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -610 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -508 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -503 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 03, 2026 |