INVESCO EXCHANGE-TRADED FUND TRUST - PID
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 | No change | 3,235,994 | 71,839 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,576,515 | 34,998 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,247,869 | 27,702 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,152,976 | 25,596 | 1.58% | 1.58% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northwest Financial Advisors | History | Reduced | 959,321 | 20,504 | 2.76% | 2.83% | 5 | -789 | -0.08% | Q3 2026 | Oct 27, 2026 |
| UBS Group AG | History | No change | 921,753 | 20,462 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 913,843 | 20,287 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 889,648 | 19,750 | 0.12% | 0.12% | 8 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 809,382 | 18,146 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 633,789 | 14,070 | 0.17% | 0.17% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 394,832 | 8,765 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 293,709 | 6,520 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 279,406 | 6,204 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 265,187 | 5,887 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 251,791 | 5,589 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 238,786 | 5,301 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 235,354 | 5,030 | 0.01% | 0.01% | 17 | -1,777 | -0.75% | Q3 2026 | Nov 02, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 233,679 | 4,994 | 0.6% | 0.72% | 18 | -2,868 | -1.21% | Q3 2026 | Oct 23, 2026 |
| HighTower Advisors, LLC | History | No change | 199,666 | 4,432 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 187,204 | 4,001 | 0.12% | 0.13% | 20 | +1,548 | 0.83% | Q3 2026 | Oct 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 185,817 | 3,971 | 0.01% | 0.01% | 21 | -47,550 | -20.38% | Q3 2026 | Nov 02, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 174,940 | 3,883 | 0.37% | 0.37% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 142,677 | 3,167 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 132,887 | 2,882 | 0.0% | 0.01% | 24 | -44,457 | -25.07% | Q3 2026 | Oct 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 122,502 | 2,719 | 0.28% | 0.28% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 116,535 | 2,587 | 0.21% | 0.21% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 115,906 | 2,573 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 111,630 | 2,488 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 112,244 | 2,399 | 1.34% | 1.41% | 29 | +3,587 | 3.3% | Q3 2026 | Oct 28, 2026 |
| Creative Planning | History | Added to | 111,270 | 2,378 | 0.0% | 0.0% | 30 | +1,386 | 1.26% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 103,511 | 2,297 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 102,535 | 2,276 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Map LLC | History | No change | 87,885 | 2,064 | 0.94% | 0.94% | 33 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 87,681 | 1,946 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 72,547 | 1,610 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 68,288 | 1,516 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 68,750 | 1,469 | 0.11% | 0.12% | 37 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 63,026 | 1,399 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 62,063 | 1,377 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 61,488 | 1,365 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 55,843 | 1,240 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 57,054 | 1,219 | 0.44% | 0.53% | 42 | -7,608 | -11.77% | Q3 2026 | Oct 28, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 54,658 | 1,168 | 0.38% | 0.4% | 43 | -495 | -0.9% | Q3 2026 | Oct 19, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 51,182 | 1,136 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | Reduced | 52,391 | 1,119 | 0.19% | 0.2% | 45 | -106 | -0.2% | Q3 2026 | Oct 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 50,952 | 1,089 | 0.01% | 0.02% | 46 | -4,747 | -8.52% | Q3 2026 | Oct 22, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 50,466 | 1,078 | 0.06% | 0.07% | 47 | -4,192 | -7.67% | Q3 2026 | Oct 28, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 48,086 | 1,067 | 0.09% | 0.09% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mosley Wealth Management | History | Added to | 47,291 | 1,049 | 0.31% | 0.31% | 49 | +3,824 | 8.8% | Q3 2026 | Oct 16, 2026 |
| Cerity Partners LLC | History | No change | 46,210 | 1,025 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 44,944 | 960 | 0.01% | 0.0% | 51 | +43,820 | 3898.58% | Q3 2026 | Oct 08, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 44,737 | 956 | 0.63% | 0.75% | 52 | -3,159 | -6.6% | Q3 2026 | Oct 21, 2026 |
| Eagle Strategies LLC | History | Added to | 44,241 | 945 | 0.09% | 0.07% | 53 | +11,360 | 34.55% | Q3 2026 | Oct 16, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 43,856 | 937 | 0.6% | 0.55% | 54 | +2,991 | 7.32% | Q3 2026 | Oct 07, 2026 |
| Private Advisor Group, LLC | History | No change | 41,182 | 914 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Breakwater Capital Group | History | Added to | 41,758 | 892 | 0.11% | 0.11% | 56 | +1,036 | 2.54% | Q3 2026 | Oct 08, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 38,226 | 848 | 0.15% | 0.15% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 34,717 | 770 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Accel Wealth Management | History | Reduced | 35,115 | 750 | 0.16% | 0.18% | 59 | -657 | -1.84% | Q3 2026 | Oct 13, 2026 |
| IFG Advisory, LLC | History | No change | 30,937 | 686 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 30,529 | 652 | 0.0% | 0.0% | 61 | -1,537 | -4.79% | Q3 2026 | Nov 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 29,160 | 623 | 0.02% | 0.02% | 62 | +1,142 | 4.08% | Q3 2026 | Oct 26, 2026 |
| Appalachian Capital Management Ltd | History | Reduced | 27,913 | 596 | 0.43% | 0.48% | 63 | -1,611 | -5.46% | Q3 2026 | Oct 14, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 27,264 | 582 | 0.02% | 0.02% | 64 | -700 | -2.5% | Q3 2026 | Oct 27, 2026 |
| BCS Wealth Management | History | No change | 26,987 | 576 | 0.1% | 0.11% | 65 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 24,918 | 553 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 24,437 | 542 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 25,294 | 540 | 0.43% | 0.46% | 68 | +7 | 0.03% | Q3 2026 | Nov 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 23,714 | 526 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 22,157 | 474 | 0.05% | 0.05% | 70 | -1,420 | -6.02% | Q3 2026 | Oct 27, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 20,991 | 466 | 0.11% | 0.11% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 20,934 | 464 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 20,066 | 428 | 0.18% | 0.19% | 73 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SAXON INTERESTS, INC. | History | No change | 19,946 | 426 | 0.15% | 0.12% | 74 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SimpliFi, Inc. | History | Reduced | 19,410 | 414 | 0.17% | 0.2% | 75 | -3,653 | -15.84% | Q3 2026 | Oct 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 18,014 | 400 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essex Financial Services, Inc. | History | No change | 17,695 | 392 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | No change | 17,640 | 391 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 17,931 | 383 | 0.01% | 0.01% | 79 | -1,134 | -5.95% | Q3 2026 | Oct 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 17,279 | 383 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 17,358 | 371 | 0.03% | 0.04% | 81 | -2,417 | -12.22% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 15,653 | 347 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 14,600 | 324 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,053 | 311 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 13,900 | 308 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 13,768 | 294 | 0.0% | 0.0% | 86 | -2,469 | -15.21% | Q3 2026 | Nov 05, 2026 |
| BIP Wealth, LLC | History | Reduced | 13,600 | 290 | 0.01% | 0.01% | 87 | -8,200 | -37.61% | Q3 2026 | Oct 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,001 | 288 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 12,893 | 286 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 12,878 | 283 | 0.01% | — | 90 | +12,878 | New | Q3 2026 | Nov 03, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,623 | 269 | 0.0% | 0.01% | 91 | +90 | 0.72% | Q3 2026 | Oct 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,128 | 269 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 12,416 | 265 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 11,855 | 263 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Visionary Wealth Advisors | History | Reduced | 11,818 | 252 | 0.01% | 0.01% | 95 | -1,704 | -12.6% | Q3 2026 | Nov 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 11,644 | 248 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 11,150 | 238 | 0.01% | 0.02% | 97 | -193 | -1.7% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 10,678 | 237 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 10,710 | 237 | 0.14% | 0.14% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterloo Capital, L.P. | History | No change | 10,470 | 232 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NorthRock Partners, LLC | History | No change | 9,627 | 213 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 10,000 | 213 | 0.09% | 0.1% | 102 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 9,920 | 212 | 0.01% | 0.04% | 104 | -25,892 | -72.3% | Q3 2026 | Nov 02, 2026 |
| PFG Advisors | History | Added to | 9,953 | 212 | 0.01% | 0.01% | 103 | +570 | 6.07% | Q3 2026 | Oct 15, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 9,459 | 209 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 9,342 | 207 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 9,307 | 206 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastwise Capital Group, LLC | History | No change | 9,053 | 200 | 0.12% | 0.12% | 108 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 9,362 | 200 | 0.1% | 0.1% | 109 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 8,283 | 183 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 8,001 | 177 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,925 | 175 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 6,112 | 135 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,608 | 124 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,610 | 124 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,600 | 102 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,560 | 101 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova Financial LLC | History | New | 4,214 | 90 | 0.04% | — | 119 | +4,214 | New | Q3 2026 | Nov 04, 2026 |
| CX Institutional | History | Reduced | 4,234 | 90 | 0.0% | 0.0% | 118 | -905 | -17.61% | Q3 2026 | Oct 02, 2026 |
| Root Financial Partners, LLC | History | New | 2,952 | 63 | 0.0% | — | 122 | +2,952 | New | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,875 | 63 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Community Financial Services Group, LLC | History | No change | 3,000 | 63 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,300 | 49 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BFC Planning, Inc. | History | No change | 2,189 | 48 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| US BANCORP \DE\ | History | No change | 2,129 | 45 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,001 | 44 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 2,038 | 43 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,795 | 39 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,786 | 38 | 0.0% | 0.0% | 129 | +13 | 0.73% | Q3 2026 | Oct 15, 2026 |
| GAMMA Investing LLC | History | No change | 1,792 | 38 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,527 | 32 | 0.01% | 0.0% | 131 | +592 | 63.32% | Q3 2026 | Oct 21, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,521 | 32 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,411 | 31 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,437 | 31 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 1,400 | 29 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,212 | 25 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Atomic Invest LLC | History | No change | 1,107 | 24 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,068 | 23 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,033 | 22 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,029 | 22 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JNBA Financial Advisors | History | No change | 1,025 | 21 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SouthState Bank Corp | History | No change | 785 | 17 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 713 | 15 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| VANGUARD ADVISERS INC | History | No change | 497 | 11 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 372 | 8 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 380 | 8 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| MidFirst Bank | History | No change | 399 | 8 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 400 | 8 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 345 | 7 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dunhill Financial, LLC | History | No change | 333 | 7 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 212 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 222 | 4 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Synergy Investment Management, LLC | History | No change | 149 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 131 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 97 | 2 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 73 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 86 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,570 | -100.0% | Q3 2026 | Oct 16, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,450 | -100.0% | Q3 2026 | Oct 23, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,900 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,656 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Davis Capital Management | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |