Invesco Exchange-Traded Fund Trust II - PGX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 356,176 | 3,864 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quadrature Capital Ltd | History | No change | 347,240 | 3,764 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 327,492 | 3,550 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 313,399 | 3,397 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Charles Schwab Trust Co | History | No change | 307,033 | 3,328 | 0.19% | 0.19% | 54 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 305,685 | 3,313 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 278,337 | 3,017 | 0.38% | 0.38% | 56 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 260,059 | 2,819 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 242,182 | 2,625 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 225,466 | 2,444 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkos Global Advisors | History | No change | 225,179 | 2,441 | 0.29% | 0.29% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewSquare Capital LLC | History | No change | 209,997 | 2,276 | 0.17% | 0.17% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GeoWealth Management, LLC | History | No change | 202,467 | 2,194 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STEPHENS INC /AR/ | History | No change | 202,239 | 2,192 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 198,758 | 2,154 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 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 |
| First PREMIER Bank | History | No change | 169,049 | 1,833 | 0.3% | 0.3% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 176,812 | 1,780 | 0.74% | 0.82% | 70 | +575 | 0.33% | Q3 2026 | Oct 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 162,964 | 1,766 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 157,648 | 1,708 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 154,623 | 1,676 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 152,069 | 1,648 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 146,281 | 1,585 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 142,003 | 1,539 | 0.36% | 0.36% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 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 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 70,830 | 767 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 68,856 | 746 | 0.97% | 0.97% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 68,328 | 740 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McAdam, LLC | History | No change | 67,189 | 728 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 64,939 | 703 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 63,779 | 691 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 63,708 | 690 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 61,875 | 670 | 0.08% | 0.08% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 61,538 | 667 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 60,462 | 655 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 60,218 | 652 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 59,206 | 641 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRIGHTON JONES LLC | History | No change | 58,373 | 632 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aletheian Wealth Advisors LLC | History | Reduced | 62,698 | 631 | 0.25% | 0.29% | 124 | -61 | -0.1% | Q3 2026 | Oct 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 57,718 | 625 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Wagner Wealth Management, LLC | History | No change | 57,195 | 619 | 0.11% | 0.11% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 55,673 | 603 | 0.11% | 0.11% | 127 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Burnham & Co LLC | History | No change | 55,488 | 601 | 0.48% | 0.48% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 54,909 | 595 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 54,616 | 592 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 54,337 | 589 | 0.36% | 0.36% | 131 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 53,075 | 575 | 0.23% | 0.23% | 132 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Coastwise Capital Group, LLC | History | No change | 52,802 | 572 | 0.33% | 0.33% | 133 | 0 | 0.0% | Q2 2026 | Jul 16, 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 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | No change | 41,953 | 454 | 0.11% | 0.11% | 148 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VestGen Advisors, LLC | History | No change | 41,200 | 446 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FF Advisors,LLC | History | No change | 41,067 | 445 | 0.17% | 0.17% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ramiah Investment Group | History | No change | 40,668 | 440 | 0.34% | 0.34% | 151 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Florida Trust Wealth Management Co | History | No change | 40,075 | 434 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Simplicity Wealth,LLC | History | No change | 39,840 | 431 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| One Capital Management, LLC | History | No change | 39,042 | 424 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 39,069 | 423 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wealthspire Advisors, LLC | History | No change | 38,867 | 421 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 37,762 | 409 | 0.32% | 0.32% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 37,614 | 407 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 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 |
| Accel Wealth Management | History | No change | 24,759 | 268 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Investment Advisors, LLC | History | No change | 24,627 | 266 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 23,617 | 256 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Autumn Glory Partners, LLC | History | No change | 23,627 | 256 | 0.07% | 0.07% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crews Bank & Trust | History | No change | 23,255 | 252 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Jul 16, 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 |
| Founders Capital Management | History | No change | 20,345 | 220 | 0.1% | 0.1% | 208 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| American Trust | History | No change | 20,275 | 219 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 19,818 | 214 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farrell Financial LLC | History | No change | 19,799 | 214 | 0.12% | 0.12% | 211 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Legacy Private Trust Co. | History | No change | 20,700 | 208 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 19,250 | 208 | 0.12% | 0.12% | 213 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Marshall Financial Group, LLC | History | No change | 19,040 | 206 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stone Summit Wealth LLC | History | No change | 18,899 | 204 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 20,091 | 202 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 18,610 | 201 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 18,362 | 199 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 18,340 | 198 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | No change | 18,296 | 198 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 18,227 | 197 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apella Capital, LLC | History | Added to | 19,707 | 196 | 0.0% | 0.0% | 222 | +240 | 1.23% | Q3 2026 | Oct 08, 2026 |
| RDA Financial Network | History | No change | 18,030 | 195 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 19,226 | 193 | 0.01% | 0.01% | 225 | -1,130 | -5.55% | Q3 2026 | Oct 07, 2026 |
| Vident Advisory, LLC | History | No change | 17,836 | 193 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Friday Financial | History | No change | 18,923 | 192 | 0.04% | 0.05% | 226 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 18,797 | 189 | 0.02% | 0.02% | 227 | +1,515 | 8.77% | Q3 2026 | Oct 08, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 17,273 | 187 | 0.06% | 0.06% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Purus Wealth Management, LLC | History | No change | 16,836 | 182 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 16,752 | 181 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sigma Planning Corp | History | No change | 16,634 | 180 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 16,632 | 180 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madrona Financial Services, LLC | History | No change | 16,194 | 175 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Orcam Financial Group | History | No change | 15,500 | 168 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 15,368 | 166 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 15,170 | 164 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 15,207 | 164 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GenWealth Group, Inc. | History | No change | 15,069 | 163 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 14,843 | 161 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Adalta Capital Management LLC | History | No change | 14,596 | 158 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 14,332 | 155 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 14,283 | 154 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | No change | 13,941 | 151 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 13,838 | 150 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 13,545 | 147 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keebeck Wealth Management | History | No change | 13,565 | 147 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | No change | 13,450 | 145 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HB Wealth Management, LLC | History | No change | 13,387 | 145 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 13,403 | 145 | 0.09% | 0.09% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 13,323 | 144 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 13,059 | 142 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 13,181 | 142 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | No change | 12,983 | 140 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,481 | 135 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 12,470 | 135 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vise Technologies, Inc. | History | No change | 12,485 | 135 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,346 | 133 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 12,220 | 132 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,760 | 127 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Council, LLC | History | No change | 11,639 | 126 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Joule Financial, LLC | History | No change | 11,673 | 126 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 11,655 | 126 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 11,725 | 125 | 0.07% | 0.07% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 12,232 | 123 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 11,311 | 122 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| S.A. Mason LLC | History | No change | 11,305 | 122 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | No change | 11,200 | 121 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 11,137 | 120 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Weaver Consulting Group | History | No change | 11,925 | 120 | 0.02% | 0.03% | 269 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Rathbones Group PLC | History | No change | 11,000 | 119 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 11,015 | 119 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lansing Street Advisors | History | No change | 11,007 | 119 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prostatis Group LLC | History | No change | 10,972 | 118 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 10,912 | 118 | 0.05% | 0.05% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 10,628 | 115 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 10,615 | 114 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Insights, Inc. | History | No change | 10,600 | 114 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 10,535 | 114 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 10,491 | 113 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 10,498 | 113 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rare Wolf Capital LLC | History | No change | 10,479 | 113 | 0.07% | 0.07% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Haverford Trust Co | History | No change | 10,373 | 112 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 10,250 | 111 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 10,200 | 110 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRB Wealth Management, LLC | History | No change | 10,220 | 110 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 10,009 | 108 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Diversify Advisory Services, LLC | History | No change | 10,155 | 108 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lynx Investment Advisory | History | No change | 10,006 | 108 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 10,155 | 108 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 10,030 | 108 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | No change | 9,643 | 104 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 9,530 | 103 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 9,359 | 101 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robbins Farley | History | No change | 9,402 | 101 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 9,135 | 99 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 9,011 | 97 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 8,677 | 94 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 8,425 | 91 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 8,218 | 89 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 8,298 | 89 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |