Invesco Exchange-Traded Fund Trust II - PGX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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
BANK OF AMERICA CORP /DE/ History No change 87,102,654 944,192 0.06% 0.06% 1 0 0.0% Q2 2026 Aug 14, 2026
Bramshill Investments, LLC History No change 11,489,931 124,550 9.53% 9.53% 2 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 11,223,526 121,663 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 9,505,898 103,043 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 7,080,319 76,963 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 12, 2026
Centiva Capital, LP History No change 6,910,000 74,904 0.65% 0.65% 6 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 6,224,145 67,469 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
COHEN & STEERS, INC. History No change 5,566,778 60,344 0.1% 0.1% 8 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 4,960,339 53,770 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 07, 2026
Spectrum Asset Management, Inc. History No change 4,953,026 53,690 77.11% 77.11% 10 0 0.0% Q2 2026 Aug 04, 2026
AMERIPRISE FINANCIAL INC History No change 4,211,587 45,750 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 3,482,215 37,747 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 3,438,874 37,277 0.16% 0.16% 13 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,970,097 32,195 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,828,776 30,665 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 1,796,651 19,475 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 11, 2026
Checchi Capital Advisers, LLC History No change 1,569,752 17,016 0.77% 0.77% 17 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Advisors, LLC History No change 1,567,477 16,991 0.16% 0.16% 18 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 1,297,425 14,064 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
STONEBRIDGE ADVISORS LLC History No change 1,230,714 13,340 16.07% 16.07% 20 0 0.0% Q2 2026 Aug 05, 2026
HUNTINGTON NATIONAL BANK History No change 1,174,633 12,733 0.06% 0.06% 21 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,048,095 11,361 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 978,076 10,602 0.04% 0.04% 23 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 976,257 10,582 0.0% 0.0% 24 0 0.0% Q2 2026 Sep 23, 2026
Private Advisor Group, LLC History No change 961,695 10,424 0.05% 0.05% 25 0 0.0% Q2 2026 Jul 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 932,608 10,109 0.22% 0.22% 26 0 0.0% Q2 2026 Jul 17, 2026
Cetera Investment Advisers History No change 862,477 9,349 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 12, 2026
Trinity Legacy Partners, LLC History No change 830,570 9,028 1.8% 1.8% 28 0 0.0% Q2 2026 Jul 24, 2026
Manske Wealth Management History No change 751,282 8,143 2.02% 2.02% 29 0 0.0% Q2 2026 Aug 03, 2026
Rockefeller Capital Management L.P. History No change 711,465 7,712 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 695,937 7,544 0.02% 0.02% 31 0 0.0% Q2 2026 Jul 27, 2026
Prairiewood Capital, LLC History No change 657,946 7,132 1.85% 1.85% 32 0 0.0% Q2 2026 Jul 28, 2026
BANK OF MONTREAL /CAN/ History No change 653,421 7,083 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 12, 2026
Investors Research Corp History Added to 649,529 6,540 1.15% 1.18% 34 +40,452 6.64% Q3 2026 Oct 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 585,174 6,343 0.01% 0.01% 35 0 0.0% Q2 2026 Jul 29, 2026
TRUIST FINANCIAL CORP History No change 535,327 5,802 0.01% 0.01% 36 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 534,768 5,796 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 522,484 5,664 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 05, 2026
Banque Transatlantique SA History No change 485,094 5,258 0.11% 0.11% 39 0 0.0% Q2 2026 Jul 30, 2026
Cordoba Advisory Partners LLC History No change 465,571 5,046 1.07% 1.07% 40 0 0.0% Q2 2026 Jul 21, 2026
Integrated Wealth Concepts LLC History No change 461,448 5,002 0.03% 0.03% 41 0 0.0% Q2 2026 Sep 08, 2026
PLIMOTH TRUST CO LLC History No change 457,054 4,954 0.99% 0.99% 42 0 0.0% Q2 2026 Jul 28, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 461,090 4,947 1.01% 1.01% 43 0 0.0% Q2 2026 Aug 06, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 454,412 4,925 0.59% 0.59% 44 0 0.0% Q2 2026 Aug 04, 2026
Sound Income Strategies, LLC History Reduced 439,978 4,412 0.2% 0.22% 45 -3,476 -0.78% Q3 2026 Oct 09, 2026
Field & Main Bank History No change 401,291 4,349 0.9% 0.9% 46 0 0.0% Q2 2026 Aug 19, 2026
Focus Partners Wealth History No change 384,353 4,166 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
Compass Financial Group, Inc. (Ohio) History No change 383,598 4,158 2.78% 2.78% 48 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 382,748 4,148 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 11, 2026
Quadrature Capital Ltd History No change 347,240 3,764 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 327,492 3,550 0.07% 0.07% 51 0 0.0% Q2 2026 Aug 06, 2026
Baker Avenue Asset Management, LP History No change 313,399 3,397 0.06% 0.06% 52 0 0.0% Q2 2026 Jul 28, 2026
Charles Schwab Trust Co History No change 307,033 3,328 0.19% 0.19% 53 0 0.0% Q2 2026 Jul 10, 2026
Gotham Asset Management, LLC History No change 305,685 3,313 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
FIRST HAWAIIAN BANK History No change 278,337 3,017 0.38% 0.38% 55 0 0.0% Q2 2026 Jul 13, 2026
MML INVESTORS SERVICES, LLC History No change 260,059 2,819 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 07, 2026
KCM INVESTMENT ADVISORS LLC History No change 242,182 2,625 0.08% 0.08% 57 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 225,466 2,444 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 06, 2026
Arkos Global Advisors History No change 225,179 2,441 0.29% 0.29% 59 0 0.0% Q2 2026 Aug 14, 2026
NewSquare Capital LLC History No change 209,997 2,276 0.17% 0.17% 60 0 0.0% Q2 2026 Jul 28, 2026
GeoWealth Management, LLC History No change 202,467 2,194 0.07% 0.07% 61 0 0.0% Q2 2026 Jul 30, 2026
STEPHENS INC /AR/ History No change 202,239 2,192 0.02% 0.02% 62 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 198,758 2,154 0.01% 0.01% 63 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 213,938 2,145 0.0% 0.01% 64 -142,238 -39.93% Q3 2026 Oct 13, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 196,205 2,126 1.69% 1.69% 65 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 180,336 1,962 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 13, 2026
HBK Sorce Advisory LLC History No change 182,265 1,957 0.04% 0.04% 67 0 0.0% Q2 2026 Aug 06, 2026
GUGGENHEIM CAPITAL LLC History No change 171,062 1,854 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON SECURITIES CORP. History Added to 176,812 1,780 0.74% 0.82% 69 +575 0.33% Q3 2026 Oct 08, 2026
ALBION FINANCIAL GROUP /UT History No change 162,964 1,766 0.1% 0.1% 70 0 0.0% Q2 2026 Jul 22, 2026
Avantax Planning Partners, Inc. History No change 157,648 1,708 0.04% 0.04% 71 0 0.0% Q2 2026 Jul 28, 2026
JONES FINANCIAL COMPANIES LLLP History No change 154,623 1,676 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 152,069 1,648 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 12, 2026
Orion Porfolio Solutions, LLC History No change 146,281 1,585 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
WHITE PINE CAPITAL LLC History No change 142,003 1,539 0.36% 0.36% 75 0 0.0% Q2 2026 Aug 05, 2026
First PREMIER Bank History Reduced 151,060 1,521 0.25% 0.3% 76 -17,989 -10.64% Q3 2026 Oct 13, 2026
Steward Partners Investment Advisory, LLC History No change 140,182 1,519 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 13, 2026
Tudor Financial Inc. History No change 138,765 1,504 0.68% 0.68% 78 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 125,852 1,364 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 05, 2026
PRINCIPAL SECURITIES, INC. History No change 122,366 1,326 0.02% 0.02% 80 0 0.0% Q2 2026 Aug 04, 2026
RFG Advisory, LLC History No change 119,187 1,291 0.02% 0.02% 81 0 0.0% Q2 2026 Jul 15, 2026
Wealth Advisory Solutions, LLC History No change 118,381 1,283 0.26% 0.26% 82 0 0.0% Q2 2026 Jul 24, 2026
IBEX WEALTH ADVISORS History No change 117,940 1,278 0.1% 0.1% 83 0 0.0% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History No change 116,756 1,265 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 05, 2026
KG Capital Management History No change 116,480 1,262 0.75% 0.75% 85 0 0.0% Q2 2026 Aug 07, 2026
Independent Wealth Network Inc. History No change 114,587 1,242 0.32% 0.32% 86 0 0.0% Q2 2026 Jul 20, 2026
PRUDENTIAL FINANCIAL INC History No change 113,963 1,235 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 112,055 1,214 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 109,308 1,182 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 108,788 1,179 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 111,818 1,126 0.03% 0.03% 91 +7,335 7.02% Q3 2026 Oct 05, 2026
Invesco Ltd. History No change 97,846 1,060 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 95,787 1,038 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 94,468 1,024 0.16% 0.16% 94 0 0.0% Q2 2026 Aug 06, 2026
Jackson, Grant Investment Advisers, Inc. History No change 94,278 1,021 0.32% 0.32% 95 0 0.0% Q2 2026 Jul 31, 2026
Shulman DeMeo Asset Management LLC History Reduced 93,378 940 0.19% 0.2% 96 -6,055 -6.09% Q3 2026 Oct 09, 2026
Pines Wealth Management, LLC History No change 86,465 937 0.27% 0.27% 97 0 0.0% Q2 2026 Jul 22, 2026
CIBC Bancorp USA Inc. History No change 85,448 926 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History No change 83,983 910 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 06, 2026
Waterloo Capital, L.P. History No change 83,634 906 0.05% 0.05% 100 0 0.0% Q2 2026 Jul 29, 2026
Cane Capital Partners, LLC History No change 82,517 894 0.35% 0.35% 101 0 0.0% Q2 2026 Aug 05, 2026
SHUFRO ROSE & CO LLC History No change 81,980 888 0.05% 0.05% 102 0 0.0% Q2 2026 Aug 12, 2026
NICOLET BANKSHARES INC History No change 81,400 888 0.03% 0.03% 103 0 0.0% Q2 2026 Aug 11, 2026
ACUTE INVESTMENT ADVISORY, LLC History No change 77,378 838 8.86% 8.86% 104 0 0.0% Q2 2026 Jul 27, 2026
Arax Advisory Partners History No change 76,106 824 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 75,125 814 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 74,961 812 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 24, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 73,589 797 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Amicus Financial Advisors, LLC History No change 73,038 791 0.19% 0.19% 109 0 0.0% Q2 2026 Jul 20, 2026
CIBC WORLD MARKET INC. History No change 71,301 772 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 68,856 746 0.97% 0.97% 111 0 0.0% Q2 2026 Aug 13, 2026
BEAM WEALTH ADVISORS, INC. History No change 68,328 740 0.16% 0.16% 112 0 0.0% Q2 2026 Jul 29, 2026
McAdam, LLC History No change 67,189 728 0.03% 0.03% 113 0 0.0% Q2 2026 Aug 04, 2026
SIMON QUICK ADVISORS, LLC History No change 64,939 703 0.03% 0.03% 114 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 63,779 691 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 63,708 690 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 11, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 61,875 670 0.08% 0.08% 117 0 0.0% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History No change 61,538 667 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
New England Private Wealth Advisors LLC History No change 60,462 655 0.06% 0.06% 119 0 0.0% Q2 2026 Aug 04, 2026
OPPENHEIMER & CO INC History No change 60,218 652 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 03, 2026
Concurrent Investment Advisors, LLC History No change 59,206 641 0.01% 0.01% 121 0 0.0% Q2 2026 Jul 27, 2026
BRIGHTON JONES LLC History No change 58,373 632 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 11, 2026
Aletheian Wealth Advisors LLC History Reduced 62,698 631 0.25% 0.29% 123 -61 -0.1% Q3 2026 Oct 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 57,718 625 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 19, 2026
Wagner Wealth Management, LLC History No change 57,195 619 0.11% 0.11% 125 0 0.0% Q2 2026 Jul 24, 2026
Cherry Tree Wealth Management, LLC History No change 55,673 603 0.11% 0.11% 126 0 0.0% Q2 2026 Sep 15, 2026
Burnham & Co LLC History No change 55,488 601 0.48% 0.48% 127 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 54,909 595 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 54,616 592 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
1620 INVESTMENT ADVISORS, INC. History No change 54,337 589 0.36% 0.36% 130 0 0.0% Q2 2026 Jul 14, 2026
Christensen, King & Associates Investment Services, Inc. History No change 53,075 575 0.23% 0.23% 131 0 0.0% Q2 2026 Jul 14, 2026
Coastwise Capital Group, LLC History No change 52,802 572 0.33% 0.33% 132 0 0.0% Q2 2026 Jul 16, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 56,014 564 0.01% 0.01% 133 -14,816 -20.92% Q3 2026 Oct 13, 2026
PRIVATE TRUST CO NA History No change 48,539 526 0.04% 0.04% 134 0 0.0% Q2 2026 Jul 28, 2026
Point Windward Advisors Inc. History No change 48,122 521 0.23% 0.23% 135 0 0.0% Q2 2026 Jul 30, 2026
Summit Financial, LLC History No change 47,520 515 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History No change 47,432 514 0.01% 0.01% 137 0 0.0% Q2 2026 Jul 09, 2026
Prosperity Consulting Group, LLC History No change 47,182 511 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 45,446 492 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 17, 2026
Crabel Capital Management, LLC History No change 44,334 480 0.35% 0.35% 140 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 44,110 478 0.01% 0.01% 141 0 0.0% Q2 2026 Jul 15, 2026
Etesian Wealth Advisors, Inc. History No change 43,799 474 0.14% 0.14% 142 0 0.0% Q2 2026 Jul 23, 2026
LANARK FINANCIAL, INC. History No change 43,632 472 0.03% 0.03% 143 0 0.0% Q2 2026 Jul 21, 2026
Brookstone Capital Management History No change 43,319 469 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIARY ADVISORS, INC. History No change 42,245 457 0.31% 0.31% 145 0 0.0% Q2 2026 Jul 24, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 42,001 455 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 41,900 454 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 12, 2026
VestGen Advisors, LLC History No change 41,200 446 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 11, 2026
FF Advisors,LLC History No change 41,067 445 0.17% 0.17% 149 0 0.0% Q2 2026 Jul 29, 2026
Ramiah Investment Group History No change 40,668 440 0.34% 0.34% 150 0 0.0% Q2 2026 Jul 16, 2026
Florida Trust Wealth Management Co History No change 40,075 434 0.01% 0.01% 151 0 0.0% Q2 2026 Jul 27, 2026
Simplicity Wealth,LLC History No change 39,840 431 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 06, 2026
One Capital Management, LLC History No change 39,042 424 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 13, 2026
Kingsview Wealth Management, LLC History No change 39,069 423 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 18, 2026
Wealthspire Advisors, LLC History No change 38,867 421 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 11, 2026
MeadowBrook Investment Advisors LLC History No change 37,762 409 0.32% 0.32% 156 0 0.0% Q2 2026 Jul 20, 2026
Gladstone Institutional Advisory LLC History No change 37,614 407 0.01% 0.01% 157 0 0.0% Q2 2026 Jul 27, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Reduced 39,875 401 0.1% 0.11% 158 -2,078 -4.95% Q3 2026 Oct 13, 2026
Everstar Asset Management, LLC History No change 36,350 394 0.19% 0.19% 159 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 34,355 372 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 10, 2026
ARGUS INVESTORS' COUNSEL, INC. History No change 36,834 370 0.29% 0.31% 161 0 0.0% Q3 2026 Oct 09, 2026
ROCKLAND TRUST CO History Reduced 36,628 368 0.01% 0.02% 162 -12,581 -25.57% Q3 2026 Oct 05, 2026
SkyOak Wealth, LLC History No change 33,778 366 0.06% 0.06% 163 0 0.0% Q2 2026 Jul 30, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 33,559 363 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
Northstar Advisory Group, LLC History No change 32,965 357 0.11% 0.11% 165 0 0.0% Q2 2026 Jul 14, 2026
Cascade Financial Partners, LLC History No change 33,000 357 0.03% 0.03% 166 0 0.0% Q2 2026 Aug 04, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 32,201 349 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 04, 2026
Ariadne Wealth Management, LP History No change 32,271 349 0.15% 0.15% 168 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 32,114 348 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
AlTi Global, Inc. History No change 32,112 348 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 31,266 338 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
OLD NATIONAL BANCORP /IN/ History No change 29,982 325 0.01% 0.01% 172 0 0.0% Q2 2026 Jul 15, 2026
Creekside Partners History No change 29,850 323 0.12% 0.12% 173 0 0.0% Q2 2026 Jul 30, 2026
Friedenthal Financial History No change 29,121 315 0.15% 0.15% 174 0 0.0% Q2 2026 Jul 13, 2026
HRT FINANCIAL LP History No change 28,508 309 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
Portland Financial Advisors Inc History No change 28,070 304 0.55% 0.55% 176 0 0.0% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 27,861 302 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 27,509 298 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 27,418 297 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 20, 2026
Wiser Advisor Group LLC History No change 27,359 296 0.32% 0.32% 180 0 0.0% Q2 2026 Aug 14, 2026
Camarda Financial Advisors, LLC History No change 26,611 288 0.09% 0.09% 181 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 27,953 281 0.0% 0.0% 184 +9,322 50.03% Q3 2026 Oct 08, 2026
StoneX Group Inc. History No change 25,997 281 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 12, 2026
LANDAAS & CO /WI /ADV History No change 25,987 281 0.05% 0.05% 183 0 0.0% Q2 2026 Jul 21, 2026
Sowell Financial Services LLC History No change 25,776 279 0.01% 0.01% 185 0 0.0% Q2 2026 Jul 17, 2026
CULLEN/FROST BANKERS, INC. History No change 24,732 268 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisors, LLC History No change 24,627 266 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 23,617 256 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 06, 2026
Autumn Glory Partners, LLC History No change 23,627 256 0.07% 0.07% 189 0 0.0% Q2 2026 Aug 03, 2026
Crews Bank & Trust History No change 23,255 252 0.03% 0.03% 190 0 0.0% Q2 2026 Jul 16, 2026
Accel Wealth Management History Added to 25,002 251 0.05% 0.06% 191 +243 0.98% Q3 2026 Oct 13, 2026
Madison Wealth Partners, Inc History No change 23,069 250 0.03% 0.03% 192 0 0.0% Q2 2026 Aug 12, 2026
Mountain Hill Investment Partners Corp. History No change 22,905 248 0.14% 0.14% 193 0 0.0% Q2 2026 Jul 16, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 22,801 247 0.0% 0.0% 194 0 0.0% Q2 2026 Jul 28, 2026
HARBOUR INVESTMENTS, INC. History No change 22,583 244 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 22,523 244 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
Wilson & Boucher Capital Management, LLC History No change 22,500 243 0.14% 0.14% 197 0 0.0% Q2 2026 Aug 18, 2026
Baird Financial Group, Inc. History No change 22,247 241 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 21,986 238 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 21,836 236 0.0% 0.0% 200 0 0.0% Q2 2026 Jul 28, 2026
Texas Yale Capital Corp. History No change 21,750 235 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 12, 2026
Amplius Wealth Advisors, LLC History No change 21,761 235 0.02% 0.02% 202 0 0.0% Q2 2026 Jul 17, 2026
IHT Wealth Management, LLC History No change 21,126 229 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 20,773 225 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 27, 2026
Hilton Capital Management, LLC History No change 20,700 224 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 20,596 223 0.01% 0.01% 206 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Advisory Services, LLC History No change 20,432 221 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 14, 2026
American Trust History No change 20,275 219 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 14, 2026
WCG Wealth Advisors LLC History No change 19,818 214 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 14, 2026
Farrell Financial LLC History No change 19,799 214 0.12% 0.12% 210 0 0.0% Q2 2026 Jul 10, 2026
Legacy Private Trust Co. History No change 20,700 208 0.01% 0.01% 211 0 0.0% Q3 2026 Oct 06, 2026
NORTH DALLAS BANK & TRUST CO History No change 19,250 208 0.12% 0.12% 212 0 0.0% Q2 2026 Jul 13, 2026
Marshall Financial Group, LLC History No change 19,040 206 0.03% 0.03% 213 0 0.0% Q2 2026 Jul 17, 2026
Stone Summit Wealth LLC History No change 18,899 204 0.05% 0.05% 214 0 0.0% Q2 2026 Jul 23, 2026
Valeo Financial Advisors, LLC History No change 20,091 202 0.0% 0.0% 215 0 0.0% Q3 2026 Oct 08, 2026
Stratos Wealth Advisors, LLC History No change 18,610 201 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 18,362 199 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 04, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 18,340 198 0.01% 0.01% 218 0 0.0% Q2 2026 Jul 15, 2026
Arkadios Wealth Advisors History No change 18,296 198 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 10, 2026
Koshinski Asset Management, Inc. History No change 18,227 197 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 27, 2026
Apella Capital, LLC History Added to 19,707 196 0.0% 0.0% 221 +240 1.23% Q3 2026 Oct 08, 2026
RDA Financial Network History No change 18,030 195 0.04% 0.04% 222 0 0.0% Q2 2026 Jul 06, 2026
Venture Visionary Partners LLC History Reduced 19,226 193 0.01% 0.01% 224 -1,130 -5.55% Q3 2026 Oct 07, 2026
Vident Advisory, LLC History No change 17,836 193 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 12, 2026
Friday Financial History No change 18,923 192 0.04% 0.05% 225 0 0.0% Q3 2026 Oct 09, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 18,797 189 0.02% 0.02% 226 +1,515 8.77% Q3 2026 Oct 08, 2026
BALANCED WEALTH GROUP LLC History No change 17,273 187 0.06% 0.06% 227 0 0.0% Q2 2026 Aug 10, 2026
Purus Wealth Management, LLC History No change 16,836 182 0.05% 0.05% 228 0 0.0% Q2 2026 Jul 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 16,752 181 0.0% 0.0% 229 0 0.0% Q2 2026 Sep 23, 2026
Sigma Planning Corp History No change 16,634 180 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 07, 2026
Ausdal Financial Partners, Inc. History No change 16,632 180 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 14, 2026
Madrona Financial Services, LLC History No change 16,194 175 0.03% 0.03% 232 0 0.0% Q2 2026 Jul 17, 2026
Orcam Financial Group History No change 15,500 168 0.08% 0.08% 233 0 0.0% Q2 2026 Aug 13, 2026
Coastal Bridge Advisors, LLC History No change 15,368 166 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 17, 2026
IMA Advisory Services, Inc. History No change 15,170 164 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 10, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 15,207 164 0.09% 0.09% 236 0 0.0% Q2 2026 Aug 11, 2026
GenWealth Group, Inc. History No change 15,069 163 0.03% 0.03% 237 0 0.0% Q2 2026 Jul 10, 2026
Weitzel Financial Services, Inc. History No change 14,843 161 0.05% 0.05% 238 0 0.0% Q2 2026 Jul 14, 2026
Adalta Capital Management LLC History No change 14,596 158 0.07% 0.07% 239 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 14,332 155 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 13, 2026
Proactive Wealth Strategies LLC History No change 14,283 154 0.02% 0.02% 241 0 0.0% Q2 2026 Aug 10, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History No change 13,941 151 0.07% 0.07% 242 0 0.0% Q2 2026 Aug 10, 2026
Snowden Capital Advisors LLC History No change 13,838 150 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History No change 13,545 147 0.01% 0.01% 244 0 0.0% Q2 2026 Jul 28, 2026
Keebeck Wealth Management History No change 13,565 147 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 11, 2026
Atria Investments, Inc History No change 13,450 145 0.0% 0.0% 246 0 0.0% Q2 2026 Jul 28, 2026
HB Wealth Management, LLC History No change 13,387 145 0.0% 0.0% 247 0 0.0% Q2 2026 Jul 29, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 13,403 145 0.09% 0.09% 248 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 13,323 144 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
Murphy & Mullick Capital Management Corp History No change 13,181 142 0.09% 0.09% 250 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History No change 12,983 140 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 10, 2026
Equitable Holdings, Inc. History No change 12,481 135 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 17, 2026
J.W. COLE ADVISORS, INC. History No change 12,470 135 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 21, 2026
Vise Technologies, Inc. History No change 12,485 135 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 12,346 133 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 07, 2026
Clear Harbor Asset Management, LLC History No change 12,220 132 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 12, 2026
SAX WEALTH ADVISORS, LLC History Reduced 12,716 128 0.0% 0.01% 257 -343 -2.63% Q3 2026 Oct 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 11,760 127 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 07, 2026
Financial Council, LLC History No change 11,639 126 0.04% 0.04% 259 0 0.0% Q2 2026 Aug 04, 2026
Joule Financial, LLC History No change 11,673 126 0.03% 0.03% 260 0 0.0% Q2 2026 Jul 15, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 11,655 126 0.0% 0.0% 261 0 0.0% Q2 2026 Jul 31, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 11,725 125 0.07% 0.07% 262 0 0.0% Q2 2026 Aug 07, 2026
SAPIENT CAPITAL LLC History No change 12,232 123 0.0% 0.0% 263 0 0.0% Q3 2026 Oct 08, 2026
Pinnacle Wealth Planning Services, Inc. History No change 11,311 122 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 11,200 121 0.0% 0.0% 265 0 0.0% Q2 2026 Sep 02, 2026
MainStreet Investment Advisors LLC History No change 11,137 120 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 12, 2026
Weaver Consulting Group History No change 11,925 120 0.02% 0.03% 267 0 0.0% Q3 2026 Oct 07, 2026
Rathbones Group PLC History No change 11,000 119 0.0% 0.0% 268 0 0.0% Q2 2026 Jul 23, 2026
Main Street Financial Solutions, LLC History No change 11,015 119 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 07, 2026
Lansing Street Advisors History No change 11,007 119 0.03% 0.03% 270 0 0.0% Q2 2026 Jul 24, 2026
Prostatis Group LLC History No change 10,972 118 0.03% 0.03% 271 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Advisory Group L.L.C. History No change 10,912 118 0.05% 0.05% 272 0 0.0% Q2 2026 Jul 22, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 10,628 115 0.01% 0.01% 273 0 0.0% Q2 2026 Jul 16, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 10,615 114 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 14, 2026
Financial Insights, Inc. History No change 10,600 114 0.03% 0.03% 275 0 0.0% Q2 2026 Aug 25, 2026
Rockwood Wealth Management, LLC History No change 10,535 114 0.01% 0.01% 276 0 0.0% Q2 2026 Jul 13, 2026
Moors & Cabot, Inc. History No change 10,491 113 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 10,498 113 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 13, 2026
S.A. Mason LLC History No change 11,305 113 0.03% 0.04% 279 0 0.0% Q3 2026 Oct 13, 2026
Rare Wolf Capital LLC History No change 10,479 113 0.07% 0.07% 280 0 0.0% Q2 2026 Jul 23, 2026
Haverford Trust Co History No change 10,373 112 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 12, 2026
Vontobel Holding Ltd. History No change 10,250 111 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 03, 2026
Spartan Wealth Advisory Services LLC History No change 10,200 110 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 05, 2026
TRB Wealth Management, LLC History No change 10,220 110 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 10,009 108 0.0% 0.0% 285 0 0.0% Q2 2026 Jul 21, 2026
Diversify Advisory Services, LLC History No change 10,155 108 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 07, 2026
Lynx Investment Advisory History No change 10,006 108 0.04% 0.04% 287 0 0.0% Q2 2026 Jul 27, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 10,155 108 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 29, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 10,030 108 0.05% 0.05% 289 0 0.0% Q2 2026 Jul 16, 2026
IFP Advisors, Inc History No change 9,643 104 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 20, 2026
LFA - Lugano Financial Advisors SA History No change 9,530 103 0.06% 0.06% 291 0 0.0% Q2 2026 Jul 28, 2026
EP Wealth Advisors, LLC History No change 9,359 101 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 11, 2026
Robbins Farley History No change 9,402 101 0.04% 0.04% 293 0 0.0% Q2 2026 Jul 22, 2026
Larson Financial Group LLC History No change 9,135 99 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 9,011 97 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 13, 2026
Provenance Wealth Advisors, LLC History No change 8,677 94 0.01% 0.01% 296 0 0.0% Q2 2026 Jul 24, 2026
Keating Financial Advisory Services, Inc. History No change 8,425 91 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisory Services, LLC History No change 8,218 89 0.01% 0.01% 298 0 0.0% Q2 2026 Jul 23, 2026
Buck Wealth Strategies, LLC History No change 8,298 89 0.01% 0.01% 299 0 0.0% Q2 2026 Jul 30, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 8,093 87 0.2% 0.2% 300 0 0.0% Q2 2026 Aug 13, 2026
DUNCKER STREETT & CO INC History No change 8,000 86 0.01% 0.01% 301 0 0.0% Q2 2026 Jul 28, 2026
Independence Bank of Kentucky History No change 8,010 86 0.01% 0.01% 302 0 0.0% Q2 2026 Jul 13, 2026
Register Financial Advisors LLC History No change 7,855 85 0.03% 0.03% 303 0 0.0% Q2 2026 Jul 15, 2026
NBT BANK, N.A. History No change 7,020 76 0.01% 0.01% 304 0 0.0% Q2 2026 Jul 29, 2026
AdvisorNet Financial, Inc History No change 6,650 72 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 23, 2026
Fourth Dimension Wealth, LLC History No change 6,714 72 0.02% 0.02% 306 0 0.0% Q2 2026 Jul 31, 2026
Parallel Advisors, LLC History No change 6,610 71 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 05, 2026
FIRST UNITED BANK & TRUST History No change 6,273 67 0.02% 0.02% 308 0 0.0% Q2 2026 Jul 20, 2026
CENTRAL TRUST Co History No change 6,164 66 0.0% 0.0% 309 0 0.0% Q2 2026 Jul 31, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 6,090 66 0.03% 0.03% 310 0 0.0% Q2 2026 Sep 18, 2026
CoreCap Advisors, LLC History No change 6,592 66 0.0% 0.0% 311 0 0.0% Q3 2026 Oct 08, 2026
MCDONALD PARTNERS LLC History No change 5,780 62 0.02% 0.02% 312 0 0.0% Q2 2026 Jul 28, 2026
Bank of New Hampshire History Reduced 5,600 56 0.01% 0.02% 314 -1,100 -16.42% Q3 2026 Oct 06, 2026
AE Wealth Management LLC History No change 5,187 56 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 03, 2026
Main Street Group, LTD History No change 5,077 55 0.01% 0.01% 315 0 0.0% Q2 2026 Jul 13, 2026
Ashton Thomas Private Wealth, LLC History No change 4,955 53 0.0% 0.0% 316 0 0.0% Q2 2026 Jul 29, 2026
North Star Investment Management Corp. History No change 4,878 52 0.0% 0.0% 317 0 0.0% Q2 2026 Jul 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,570 49 0.0% 0.0% 318 0 0.0% Q2 2026 Jul 22, 2026
AMERIFLEX GROUP, INC. History No change 4,430 48 0.02% 0.02% 319 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 4,420 47 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 12, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 4,258 46 0.02% 0.02% 321 0 0.0% Q2 2026 Aug 04, 2026
Millstone Evans Group, LLC History No change 4,316 46 0.02% 0.02% 322 0 0.0% Q2 2026 Aug 11, 2026
Community Financial Services Group, LLC History No change 4,143 45 0.01% 0.01% 323 0 0.0% Q2 2026 Jul 09, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 4,000 43 0.02% 0.02% 324 0 0.0% Q2 2026 Jul 22, 2026
FMR LLC History No change 3,950 42 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 3,790 41 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 24, 2026
BLUELINE ADVISORS LLC History No change 3,750 40 0.03% 0.03% 327 0 0.0% Q2 2026 Jul 27, 2026
JTC Employer Solutions Trustee Ltd History No change 3,617 39 0.0% 0.0% 328 0 0.0% Q2 2026 Jul 31, 2026
SRH ADVISORS, LLC History No change 3,500 37 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 24, 2026
ROGCO, LP History No change 3,053 33 0.01% 0.01% 330 0 0.0% Q2 2026 Jul 30, 2026
Kentucky Trust Co History No change 3,080 33 0.02% 0.02% 331 0 0.0% Q2 2026 Jul 10, 2026
CVA Family Office, LLC History No change 2,937 31 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 07, 2026
Bangor Savings Bank History Reduced 3,000 30 0.0% 0.01% 333 -3,500 -53.85% Q3 2026 Oct 06, 2026
Wilmington Savings Fund Society, FSB History No change 2,525 27 0.0% 0.0% 334 0 0.0% Q2 2026 Jul 28, 2026
TOMPKINS FINANCIAL CORP History Reduced 2,506 25 0.0% 0.02% 335 -21,200 -89.43% Q3 2026 Oct 05, 2026
Founders Financial Alliance, LLC History No change 2,199 23 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 04, 2026
Winthrop Capital Management, LLC History No change 2,119 23 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History No change 2,052 22 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 11, 2026
NFSG Corp History No change 2,020 21 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 14, 2026
Crewe Advisors LLC History No change 1,898 20 0.0% 0.0% 340 0 0.0% Q2 2026 Jul 23, 2026
Ameliora Wealth Management Ltd. History No change 1,714 18 0.01% 0.01% 341 0 0.0% Q2 2026 Jul 24, 2026
Timbuktu Capital Management, LLC History No change 1,667 18 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 1,570 17 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 07, 2026
SOA Wealth Advisors, LLC. History No change 1,650 17 0.0% 0.0% 344 0 0.0% Q2 2026 Jul 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,479 16 0.0% 0.0% 345 0 0.0% Q2 2026 Jul 28, 2026
Financial Gravity Companies, Inc. History No change 1,500 16 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 05, 2026
JDM Financial Group LLC History No change 1,550 16 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 17, 2026
LOWE BROCKENBROUGH & CO INC History No change 1,400 15 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,456 15 0.0% 0.0% 349 0 0.0% Q2 2026 Jul 24, 2026
Bernard Wealth Management Corp. History No change 1,384 15 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 21, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1,500 15 0.01% 0.01% 351 0 0.0% Q3 2026 Oct 09, 2026
US BANCORP \DE\ History No change 1,350 14 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,369 14 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History No change 1,219 13 0.0% 0.0% 354 0 0.0% Q2 2026 Jul 20, 2026
Park Place Capital Corp History No change 1,234 13 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 1,180 12 0.0% 0.0% 356 0 0.0% Q2 2026 Jul 17, 2026
Salomon & Ludwin, LLC History No change 1,168 12 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 07, 2026
Rialto Wealth Management, LLC History No change 1,108 12 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 11, 2026
Johnson Financial Group, Inc. History No change 1,000 10 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 10, 2026
Front Row Advisors LLC History No change 1,000 10 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 13, 2026
Ares Financial Consulting, LLC History No change 970 10 0.01% 0.01% 361 0 0.0% Q2 2026 Jul 09, 2026
GAMMA Investing LLC History Reduced 933 9 0.0% 0.0% 362 -1,108 -54.29% Q3 2026 Oct 08, 2026
Smartleaf Asset Management LLC History No change 917 9 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 12, 2026
Provident Wealth Management, LLC History No change 808 8 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 647 7 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 700 7 0.0% 0.0% 366 0 0.0% Q2 2026 Jul 08, 2026
Strategic Investment Solutions, Inc. /IL History No change 725 7 0.0% 0.0% 367 0 0.0% Q2 2026 Jul 08, 2026
Palouse Capital Management, Inc. History No change 639 6 0.0% 0.0% 368 0 0.0% Q2 2026 Jul 08, 2026
New England Capital Financial Advisors LLC History No change 608 6 0.0% 0.0% 369 0 0.0% Q2 2026 Jul 27, 2026
ADIRONDACK TRUST CO History No change 500 5 0.0% 0.0% 370 0 0.0% Q2 2026 Jul 16, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 500 5 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History No change 490 5 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History No change 421 4 0.0% 0.0% 373 0 0.0% Q2 2026 Jul 16, 2026
WOLFF WIESE MAGANA LLC History No change 453 4 0.0% 0.0% 374 0 0.0% Q2 2026 Jul 13, 2026
Spire Wealth Management History No change 441 4 0.0% 0.0% 375 0 0.0% Q2 2026 Jul 15, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 311 3 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History No change 290 3 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 292 3 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 11, 2026
Westfuller Advisors, LLC History No change 282 3 0.0% 0.0% 379 0 0.0% Q2 2026 Jul 29, 2026
Providence Capital Advisors, LLC History No change 258 2 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 11, 2026
Golden State Wealth Management, LLC History No change 188 2 0.0% 0.0% 381 0 0.0% Q2 2026 Jul 22, 2026
Piscataqua Savings Bank History No change 200 2 0.0% 0.0% 382 0 0.0% Q2 2026 Jul 09, 2026
Wilkerson Advisory Group LLC History No change 206 2 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 21, 2026
Key Capital Management, INC History No change 261 2 0.0% 0.0% 384 0 0.0% Q2 2026 Jul 27, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 160 1 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 10, 2026
Darwin Wealth Management, LLC History No change 126 1 0.0% 0.0% 386 0 0.0% Q2 2026 Jul 21, 2026
SHP Wealth Management History No change 184 1 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 11, 2026
High Note Wealth, LLC History No change 161 1 0.0% 0.0% 388 0 0.0% Q2 2026 Jul 23, 2026
Markowski Investments History No change 115 1 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 13, 2026
Nautilus Advisors LLC History Closed out 0 0 — 0.26% — -40,693 -100.0% Q3 2026 Oct 06, 2026
Founders Capital Management History Closed out 0 0 — 0.1% — -20,345 -100.0% Q3 2026 Oct 13, 2026
ATWOOD & PALMER INC History Reduced 1 0 — — — -29 -96.67% Q3 2026 Oct 08, 2026
CITIGROUP INC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Atlantic Union Bankshares Corp History No change 72 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
BARRETT & COMPANY, INC. History No change 66 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
ASSETMARK, INC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Manchester Capital Management LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hanson & Doremus Investment Management History No change 25 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 25 0 — — — 0 0.0% Q3 2026 Oct 13, 2026
1 NORTH WEALTH SERVICES LLC History No change 60 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Russell Investments Group, Ltd. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Costello Asset Management, INC History No change 52 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
StrongBox Wealth, LLC History No change 34 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Concord Wealth Partners History No change 80 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Mechanics Financial Corp History No change 25 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Hoese & Co LLP History No change 69 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Allspring Global Investments Holdings, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Dunhill Financial, LLC History No change 91 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Kingdom Financial Group LLC. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 07, 2026
BlackRock, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026