INVESCO EXCHANGE-TRADED FUND TRUST - PGF
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 | Reduced | 1,492,566 | 20,463 | 0.0% | 0.0% | 1 | -47,444 | -3.08% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 1,344,454 | 18,432 | 0.0% | 0.0% | 2 | +19,477 | 1.47% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 720,215 | 9,874 | 0.0% | 0.0% | 3 | -15,688 | -2.13% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 711,683 | 9,757 | 0.0% | 0.0% | 4 | -57,018 | -7.42% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 678,599 | 9,303 | 0.0% | 0.0% | 5 | +60,840 | 9.85% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | Added to | 378,941 | 5,195 | 0.93% | 0.93% | 6 | +26,222 | 7.43% | Q2 2026 | Jul 10, 2026 |
| North Star Investment Management Corp. | History | Added to | 338,254 | 4,637 | 0.25% | 0.27% | 7 | +20,063 | 6.31% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 319,009 | 4,373 | 0.02% | 0.02% | 8 | -16,483 | -4.91% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Added to | 312,987 | 4,291 | 0.02% | 0.0% | 9 | +296,552 | 1804.39% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 302,502 | 4,147 | 0.21% | 0.2% | 10 | +86,558 | 40.08% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 180,630 | 2,476 | 0.0% | 0.01% | 11 | +1,058 | 0.59% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 177,969 | 2,439 | 0.0% | 0.0% | 12 | +14,279 | 8.72% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 160,130 | 2,196 | 0.0% | 0.0% | 13 | +29,762 | 22.83% | Q2 2026 | Aug 14, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 153,735 | 2,107 | 0.9% | 0.89% | 14 | +9,781 | 6.79% | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 139,578 | 1,913 | 0.01% | 0.01% | 15 | +2,549 | 1.86% | Q2 2026 | Aug 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 125,664 | 1,722 | 0.35% | 0.34% | 16 | +14,202 | 12.74% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 108,751 | 1,492 | 0.0% | 0.0% | 17 | -6,663 | -5.77% | Q2 2026 | Jul 15, 2026 |
| Field & Main Bank | History | Added to | 101,976 | 1,398 | 0.29% | 0.39% | 18 | +5,299 | 5.48% | Q2 2026 | Aug 19, 2026 |
| Prospera Financial Services Inc | History | Reduced | 101,330 | 1,389 | 0.02% | 0.02% | 19 | -5,979 | -5.57% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 98,503 | 1,350 | 0.0% | 0.0% | 20 | -4,530 | -4.4% | Q2 2026 | Aug 14, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 90,368 | 1,238 | 0.97% | 1.02% | 21 | +5,995 | 7.11% | Q2 2026 | Jul 21, 2026 |
| Magnus Financial Group LLC | History | Added to | 87,699 | 1,202 | 0.09% | 0.1% | 22 | +1,294 | 1.5% | Q2 2026 | Jul 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 80,046 | 1,097 | 0.0% | 0.0% | 23 | -3,712 | -4.43% | Q2 2026 | Aug 03, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 78,203 | 1,072 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 77,002 | 1,055 | 0.0% | 0.0% | 25 | +850 | 1.12% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 73,420 | 1,007 | 0.0% | 0.0% | 26 | -13,103 | -15.14% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 71,217 | 976 | 0.0% | 0.0% | 27 | -3,004 | -4.05% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 70,858 | 971 | 0.0% | 0.0% | 28 | +170 | 0.24% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 69,909 | 958 | 0.0% | 0.0% | 29 | +2,482 | 3.68% | Q2 2026 | Aug 07, 2026 |
| Tailwinds Wealth, LLC | History | Added to | 67,104 | 919 | 0.54% | 0.75% | 30 | +44,862 | 201.7% | Q2 2026 | Jul 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 63,482 | 872 | 0.05% | 0.06% | 31 | -1,896 | -2.9% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | New | 61,562 | 844 | 0.0% | — | 32 | +61,562 | New | Q2 2026 | Sep 02, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 59,866 | 829 | 0.3% | 0.31% | 33 | +8,462 | 16.46% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 53,633 | 735 | 0.0% | 0.01% | 34 | -15,062 | -21.93% | Q2 2026 | Aug 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 53,556 | 734 | 0.0% | 0.0% | 35 | -545 | -1.01% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 50,694 | 695 | 0.0% | 0.0% | 36 | +6,695 | 15.22% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 50,215 | 688 | 0.0% | 0.0% | 37 | +10,399 | 26.12% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 42,944 | 588 | 0.0% | 0.0% | 38 | -412 | -0.95% | Q2 2026 | Aug 14, 2026 |
| LJI Wealth Management, LLC | History | Added to | 41,353 | 566 | 0.08% | 0.09% | 39 | +418 | 1.02% | Q2 2026 | Jul 31, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Reduced | 40,845 | 559 | 0.13% | 0.58% | 40 | -120,701 | -74.72% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 37,315 | 511 | 0.0% | 0.0% | 41 | +13,885 | 59.26% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,025 | 464 | 0.0% | 0.0% | 42 | +2,532 | 8.04% | Q2 2026 | Aug 14, 2026 |
| Walker Asset Management, LLC | History | Reduced | 33,470 | 458 | 0.23% | 0.27% | 43 | -2,950 | -8.1% | Q2 2026 | Jul 10, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 28,991 | 397 | 0.0% | — | 44 | +28,991 | New | Q2 2026 | Aug 18, 2026 |
| CIM, LLC | History | Added to | 28,574 | 391 | 0.05% | 0.06% | 45 | +83 | 0.29% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 27,975 | 383 | 0.0% | 0.0% | 46 | +749 | 2.75% | Q2 2026 | Aug 03, 2026 |
| Avory & Company, LLC | History | Added to | 26,492 | 363 | 0.45% | 0.42% | 47 | +2,811 | 11.87% | Q2 2026 | Jul 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 26,350 | 361 | 0.0% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caprock Group, LLC | History | No change | 26,068 | 357 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 26,014 | 356 | 0.06% | 0.08% | 50 | +32 | 0.12% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,916 | 355 | 0.0% | 0.0% | 51 | +698 | 2.77% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 25,563 | 350 | 0.0% | 0.0% | 52 | -178 | -0.69% | Q2 2026 | Aug 12, 2026 |
| HF Advisory Group, LLC | History | Added to | 25,438 | 348 | 0.11% | 0.11% | 53 | +1,589 | 6.66% | Q2 2026 | Jul 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 25,258 | 346 | 0.0% | 0.0% | 54 | +2,602 | 11.48% | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Reduced | 24,301 | 333 | 0.07% | 0.12% | 55 | -8,461 | -25.83% | Q2 2026 | Jul 10, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 23,888 | 327 | 0.0% | 0.01% | 56 | -2,290 | -8.75% | Q2 2026 | Aug 06, 2026 |
| ProVise Management Group, LLC | History | No change | 22,702 | 311 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Financial Corp/CA | History | Added to | 22,086 | 302 | 0.09% | 0.11% | 59 | +2,016 | 10.04% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,061 | 302 | 0.0% | 0.0% | 58 | +842 | 3.97% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 21,355 | 292 | 0.0% | 0.0% | 60 | -7,482 | -25.95% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 20,000 | 274 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 19,051 | 261 | 0.01% | — | 63 | +19,051 | New | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | New | 19,045 | 261 | 0.0% | — | 62 | +19,045 | New | Q2 2026 | Aug 03, 2026 |
| Gotham Asset Management, LLC | History | No change | 18,490 | 253 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 17,775 | 243 | 0.0% | 0.01% | 65 | -1,742 | -8.93% | Q2 2026 | Jul 09, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 17,407 | 238 | 0.02% | 0.03% | 66 | -1,140 | -6.15% | Q2 2026 | Jul 28, 2026 |
| Fiera Capital Corp | History | No change | 17,275 | 236 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 16,872 | 232 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 16,316 | 223 | 0.07% | 0.09% | 69 | -1,530 | -8.57% | Q2 2026 | Aug 07, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 16,277 | 223 | 0.11% | 0.12% | 70 | -71 | -0.43% | Q2 2026 | Aug 11, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 15,936 | 218 | 0.04% | 0.05% | 71 | -267 | -1.65% | Q2 2026 | Jul 17, 2026 |
| City Center Advisors, LLC | History | Added to | 14,393 | 197 | 0.16% | 0.16% | 72 | +1,761 | 13.94% | Q2 2026 | Jul 06, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 13,861 | 190 | 0.06% | 0.08% | 73 | +17 | 0.12% | Q2 2026 | Aug 06, 2026 |
| Advisors Capital Management, LLC | History | Added to | 13,752 | 188 | 0.0% | 0.0% | 74 | +203 | 1.5% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 13,709 | 187 | 0.01% | 0.01% | 75 | +7 | 0.05% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 13,585 | 186 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 13,630 | 186 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 13,187 | 180 | 0.03% | 0.04% | 78 | -2,091 | -13.69% | Q2 2026 | Jul 15, 2026 |
| Rehmann Capital Advisory Group | History | No change | 12,772 | 175 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 12,500 | 171 | 0.09% | 0.11% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | New | 12,260 | 168 | 0.01% | — | 81 | +12,260 | New | Q2 2026 | Jul 17, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 11,800 | 161 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,729 | 160 | 0.0% | 0.0% | 83 | -630 | -5.1% | Q2 2026 | Aug 12, 2026 |
| DT Investment Partners, LLC | History | New | 11,450 | 156 | 0.01% | — | 84 | +11,450 | New | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | New | 11,387 | 156 | 0.0% | — | 85 | +11,387 | New | Q2 2026 | Aug 10, 2026 |
| GREENLEAF TRUST | History | New | 11,337 | 155 | 0.0% | — | 88 | +11,337 | New | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | Reduced | 11,366 | 155 | 0.0% | 0.0% | 87 | -271 | -2.33% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 11,345 | 155 | 0.0% | 0.0% | 86 | +93 | 0.83% | Q2 2026 | Jul 29, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 11,186 | 153 | 0.01% | 0.01% | 89 | -1,043 | -8.53% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 10,025 | 137 | 0.09% | 0.12% | 90 | -1,000 | -9.07% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 8,431 | 115 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,792 | 106 | 0.0% | — | 92 | +7,792 | New | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Reduced | 7,620 | 104 | 0.0% | 0.0% | 93 | -1,045 | -12.06% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,371 | 101 | 0.0% | 0.0% | 94 | +75 | 1.03% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 7,250 | 99 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,215 | 98 | 0.0% | 0.0% | 96 | +389 | 5.7% | Q2 2026 | Jul 17, 2026 |
| Avion Wealth | History | No change | 6,324 | 86 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Boreal Capital Management LLC | History | No change | 5,847 | 80 | 0.06% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 4,000 | 54 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Anchor Investment Management, LLC | History | No change | 4,000 | 54 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Pacific Center for Financial Services | History | No change | 3,967 | 54 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROGCO, LP | History | No change | 3,619 | 49 | 0.01% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 3,500 | 48 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 3,200 | 43 | 0.01% | 0.0% | 104 | +2,200 | 220.0% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | New | 3,000 | 41 | 0.0% | — | 105 | +3,000 | New | Q2 2026 | Jul 30, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 2,942 | 40 | 0.01% | 0.01% | 106 | +1,000 | 51.49% | Q2 2026 | Jul 16, 2026 |
| Hickory Point Bank & Trust | History | No change | 2,500 | 34 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,236 | 30 | 0.01% | 0.01% | 109 | +33 | 1.5% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 2,250 | 30 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,160 | 29 | 0.0% | 0.0% | 111 | -20 | -0.92% | Q2 2026 | Jul 07, 2026 |
| Waverly Advisors, LLC | History | No change | 2,117 | 29 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 2,072 | 28 | 0.0% | 0.0% | 112 | +1,925 | 1309.52% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,953 | 26 | 0.0% | — | 114 | +1,953 | New | Q2 2026 | Aug 12, 2026 |
| JDM Financial Group LLC | History | Added to | 1,919 | 26 | 0.01% | 0.01% | 113 | +29 | 1.53% | Q2 2026 | Aug 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,517 | 20 | 0.0% | 0.0% | 115 | -24 | -1.56% | Q2 2026 | Aug 14, 2026 |
| NVWM, LLC | History | No change | 1,300 | 17 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,169 | 16 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,095 | 15 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Place Capital Corp | History | No change | 1,120 | 15 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 1,060 | 14 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 954 | 13 | 0.0% | 0.0% | 121 | +76 | 8.66% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,000 | 13 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 950 | 13 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 850 | 11 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Founders Financial Alliance, LLC | History | No change | 826 | 11 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concord Wealth Partners | History | New | 739 | 10 | 0.0% | — | 127 | +739 | New | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 765 | 10 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | New | 708 | 9 | 0.0% | — | 129 | +708 | New | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 676 | 9 | 0.0% | — | 130 | +676 | New | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 707 | 9 | 0.0% | 0.0% | 128 | +10 | 1.43% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | New | 600 | 8 | 0.0% | — | 134 | +600 | New | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 600 | 8 | 0.0% | 0.0% | 132 | +508 | 552.17% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 589 | 8 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 600 | 8 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Heritage Wealth Advisors | History | No change | 484 | 6 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacifica Partners Inc. | History | No change | 447 | 6 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 355 | 4 | 0.0% | 0.0% | 138 | -12,877 | -97.32% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 333 | 4 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 268 | 3 | 0.0% | 0.0% | 141 | +4 | 1.52% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 228 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 275 | 3 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 150 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 85 | 1 | 0.0% | 0.0% | 145 | -75 | -46.88% | Q2 2026 | Jul 28, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 124 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 124 | 1 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Westfuller Advisors, LLC | History | No change | 103 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -301,284 | -100.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,473 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,640 | -100.0% | Q2 2026 | Jul 27, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,694 | -100.0% | Q2 2026 | Aug 12, 2026 |
| RFG HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -12,147 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Essex LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,800 | -100.0% | Q2 2026 | Jul 24, 2026 |
| MATAURO, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,481 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,957 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | 0.05% | — | -3,900 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Palouse Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,588 | -100.0% | Q2 2026 | Jul 08, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -933 | -100.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 33 | 0 | — | 0.0% | — | -303 | -90.18% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q2 2026 | Jul 20, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |