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 | Added to | 3,235,994 | 71,839 | 0.0% | 0.0% | 1 | +52,828 | 1.66% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,576,515 | 34,998 | 0.01% | 0.01% | 2 | -28,384 | -1.77% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 1,247,869 | 27,702 | 0.01% | 0.01% | 3 | -30,418 | -2.38% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,152,976 | 25,596 | 1.58% | 1.72% | 4 | +37,791 | 3.39% | Q2 2026 | Aug 12, 2026 |
| Northwest Financial Advisors | History | New | 960,110 | 21,314 | 2.83% | — | 5 | +960,110 | New | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Reduced | 921,753 | 20,462 | 0.0% | 0.0% | 6 | -13,216 | -1.41% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 913,843 | 20,287 | 0.0% | 0.0% | 7 | +4,962 | 0.55% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 889,648 | 19,750 | 0.12% | 0.12% | 8 | +72,171 | 8.83% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 809,382 | 18,146 | 0.01% | 0.01% | 9 | +91,796 | 12.79% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 633,789 | 14,070 | 0.17% | 0.32% | 10 | -205,073 | -24.45% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 394,832 | 8,765 | 0.11% | 0.01% | 11 | +370,647 | 1532.55% | Q2 2026 | Aug 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 293,709 | 6,520 | 0.0% | 0.0% | 12 | +13,980 | 5.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 279,406 | 6,204 | 0.01% | 0.01% | 13 | -15,855 | -5.37% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 265,187 | 5,887 | 0.0% | 0.0% | 14 | -3,754 | -1.4% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 251,791 | 5,589 | 0.0% | 0.0% | 15 | +12,094 | 5.05% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 238,786 | 5,301 | 0.0% | 0.0% | 16 | +18,867 | 8.58% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 237,131 | 5,264 | 0.01% | 0.01% | 17 | +892 | 0.38% | Q2 2026 | Jul 27, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 236,547 | 5,251 | 0.72% | 0.81% | 18 | -7,324 | -3.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 233,367 | 5,180 | 0.01% | 0.01% | 19 | +2,012 | 0.87% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 199,666 | 4,432 | 0.0% | 0.0% | 20 | +2,840 | 1.44% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 185,656 | 4,121 | 0.13% | 0.15% | 21 | +1,679 | 0.91% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 177,344 | 4,011 | 0.01% | 0.01% | 22 | -411 | -0.23% | Q2 2026 | Jul 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 174,940 | 3,883 | 0.37% | 0.47% | 23 | -22,142 | -11.23% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 142,677 | 3,167 | 0.01% | 0.02% | 24 | -17,340 | -10.84% | Q2 2026 | Aug 13, 2026 |
| Cheviot Value Management, LLC | History | Added to | 122,502 | 2,719 | 0.28% | 0.27% | 25 | +460 | 0.38% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | Added to | 116,535 | 2,587 | 0.21% | 0.23% | 26 | +10,884 | 10.3% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | Added to | 115,906 | 2,573 | 0.0% | 0.0% | 27 | +2,372 | 2.09% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 111,630 | 2,488 | 0.0% | 0.0% | 28 | -165 | -0.15% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 109,884 | 2,439 | 0.0% | 0.0% | 29 | -4 | -0.0% | Q2 2026 | Aug 13, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 108,657 | 2,412 | 1.41% | 1.5% | 30 | +9,589 | 9.68% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 103,511 | 2,297 | 0.0% | 0.0% | 31 | -2,910 | -2.73% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 102,535 | 2,276 | 0.0% | 0.0% | 32 | -7,921 | -7.17% | Q2 2026 | Aug 14, 2026 |
| One Wealth Map LLC | History | Added to | 87,885 | 2,064 | 0.94% | 0.93% | 33 | +875 | 1.01% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 87,681 | 1,946 | 0.0% | 0.0% | 34 | -633 | -0.72% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Reduced | 72,547 | 1,610 | 0.01% | 0.01% | 35 | -581 | -0.79% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 68,750 | 1,526 | 0.12% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 68,288 | 1,516 | 0.02% | 0.02% | 37 | +6,920 | 11.28% | Q2 2026 | Aug 11, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 64,662 | 1,435 | 0.53% | 0.62% | 38 | -3,069 | -4.53% | Q2 2026 | Jul 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 63,026 | 1,399 | 0.0% | 0.01% | 39 | +243 | 0.39% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 62,063 | 1,377 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 61,488 | 1,365 | 0.0% | 0.0% | 41 | +599 | 0.98% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | Reduced | 55,843 | 1,240 | 0.03% | 0.03% | 42 | -63 | -0.11% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 55,699 | 1,236 | 0.02% | 0.02% | 43 | -127 | -0.23% | Q2 2026 | Aug 06, 2026 |
| Freedom Financial Partners LLC | History | Added to | 55,153 | 1,224 | 0.4% | 0.43% | 44 | +340 | 0.62% | Q2 2026 | Aug 06, 2026 |
| Parcion Private Wealth LLC | History | Added to | 54,658 | 1,213 | 0.07% | 0.08% | 45 | +64 | 0.12% | Q2 2026 | Jul 27, 2026 |
| Southland Equity Partners LLC | History | Reduced | 52,497 | 1,165 | 0.2% | 0.23% | 46 | -1,318 | -2.45% | Q2 2026 | Jul 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 51,182 | 1,136 | 0.07% | 0.13% | 47 | -38,435 | -42.89% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 48,086 | 1,067 | 0.09% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 47,896 | 1,063 | 0.75% | 0.96% | 49 | -1,376 | -2.79% | Q2 2026 | Jul 14, 2026 |
| Cerity Partners LLC | History | Added to | 46,210 | 1,025 | 0.0% | 0.0% | 50 | +617 | 1.35% | Q2 2026 | Aug 14, 2026 |
| Mosley Wealth Management | History | Added to | 43,467 | 964 | 0.31% | 0.05% | 51 | +38,163 | 719.51% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 41,182 | 914 | 0.0% | 0.0% | 52 | +4,110 | 11.09% | Q2 2026 | Jul 27, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 40,865 | 907 | 0.55% | 0.58% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Breakwater Capital Group | History | Reduced | 40,722 | 904 | 0.11% | 0.12% | 54 | -259 | -0.63% | Q2 2026 | Jul 08, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 38,226 | 848 | 0.15% | 0.18% | 55 | -862 | -2.21% | Q2 2026 | Jul 21, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 35,812 | 795 | 0.04% | 0.05% | 56 | -2,450 | -6.4% | Q2 2026 | Aug 07, 2026 |
| Accel Wealth Management | History | Reduced | 35,772 | 794 | 0.18% | 0.25% | 57 | -6,512 | -15.4% | Q2 2026 | Jul 10, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 34,717 | 770 | 0.09% | 0.12% | 58 | -3,801 | -9.87% | Q2 2026 | Aug 05, 2026 |
| Eagle Strategies LLC | History | Reduced | 32,881 | 729 | 0.07% | 0.09% | 59 | -1,745 | -5.04% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 32,066 | 711 | 0.0% | 0.0% | 60 | -409 | -1.26% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | New | 30,937 | 686 | 0.02% | — | 61 | +30,937 | New | Q2 2026 | Aug 13, 2026 |
| Appalachian Capital Management Ltd | History | Reduced | 29,524 | 655 | 0.48% | 0.53% | 62 | -111 | -0.37% | Q2 2026 | Jul 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 28,018 | 621 | 0.02% | 0.03% | 63 | +522 | 1.9% | Q2 2026 | Jul 22, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 27,964 | 620 | 0.02% | 0.02% | 64 | -1,385 | -4.72% | Q2 2026 | Aug 10, 2026 |
| BCS Wealth Management | History | Reduced | 26,987 | 599 | 0.11% | 0.12% | 65 | -362 | -1.32% | Q2 2026 | Jul 16, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 25,287 | 561 | 0.46% | 0.48% | 66 | +12 | 0.05% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 24,918 | 553 | 0.0% | 0.0% | 67 | +1,052 | 4.41% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 24,437 | 542 | 0.0% | 0.0% | 68 | -2,420 | -9.01% | Q2 2026 | Jul 20, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 23,714 | 526 | 0.01% | 0.01% | 69 | -911 | -3.7% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 23,577 | 523 | 0.05% | 0.06% | 70 | +86 | 0.37% | Q2 2026 | Jul 16, 2026 |
| SimpliFi, Inc. | History | Added to | 23,063 | 511 | 0.2% | 0.21% | 71 | +319 | 1.4% | Q2 2026 | Jul 24, 2026 |
| BIP Wealth, LLC | History | No change | 21,800 | 483 | 0.01% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 20,991 | 466 | 0.11% | 0.14% | 73 | -1,365 | -6.11% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 20,934 | 464 | 0.01% | 0.01% | 74 | +1,317 | 6.71% | Q2 2026 | Jul 29, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 20,066 | 445 | 0.19% | 0.21% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SAXON INTERESTS, INC. | History | No change | 19,946 | 442 | 0.12% | 0.15% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 19,775 | 439 | 0.04% | 0.05% | 77 | -2,038 | -9.34% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | Added to | 19,065 | 423 | 0.01% | 0.01% | 78 | +73 | 0.38% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 18,014 | 400 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 17,695 | 392 | 0.02% | 0.02% | 80 | -409 | -2.26% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | No change | 17,640 | 391 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 17,279 | 383 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 16,237 | 360 | 0.0% | 0.0% | 83 | -274 | -1.66% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,653 | 347 | 0.0% | — | 84 | +15,653 | New | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 14,600 | 324 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 14,053 | 311 | 0.0% | 0.0% | 86 | -1,293 | -8.43% | Q2 2026 | Aug 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 13,900 | 308 | 0.0% | 0.0% | 87 | +400 | 2.96% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 13,522 | 300 | 0.01% | 0.01% | 88 | -66 | -0.49% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 13,001 | 288 | 0.0% | 0.0% | 89 | -1,912 | -12.82% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 12,893 | 286 | 0.01% | — | 90 | +12,893 | New | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 12,570 | 279 | 0.0% | 0.0% | 91 | -1,100 | -8.05% | Q2 2026 | Jul 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,533 | 278 | 0.01% | 0.01% | 92 | +1,273 | 11.31% | Q2 2026 | Jul 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 12,416 | 275 | 0.07% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,128 | 269 | 0.0% | 0.0% | 94 | -17,666 | -59.29% | Q2 2026 | Sep 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 11,855 | 263 | 0.03% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 11,644 | 258 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 11,343 | 251 | 0.02% | 0.02% | 97 | -945 | -7.69% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 10,678 | 237 | 0.0% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 10,710 | 237 | 0.14% | 0.16% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterloo Capital, L.P. | History | New | 10,470 | 232 | 0.01% | — | 100 | +10,470 | New | Q2 2026 | Jul 29, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 10,000 | 222 | 0.1% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NorthRock Partners, LLC | History | Added to | 9,627 | 213 | 0.0% | 0.0% | 102 | +18 | 0.19% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | New | 9,383 | 208 | 0.01% | — | 103 | +9,383 | New | Q2 2026 | Jul 16, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 9,342 | 207 | 0.03% | 0.05% | 104 | -6,946 | -42.64% | Q2 2026 | Aug 10, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 9,362 | 207 | 0.1% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | Added to | 9,307 | 206 | 0.0% | 0.0% | 106 | +109 | 1.19% | Q2 2026 | Aug 13, 2026 |
| Coastwise Capital Group, LLC | History | New | 9,053 | 200 | 0.12% | — | 107 | +9,053 | New | Q2 2026 | Jul 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 8,283 | 183 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 8,001 | 177 | 0.02% | 0.04% | 109 | -1,822 | -18.55% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 7,925 | 175 | 0.0% | 0.0% | 110 | -365 | -4.4% | Q2 2026 | Aug 06, 2026 |
| TSFG, LLC | History | No change | 6,450 | 143 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | Reduced | 6,112 | 135 | 0.0% | 0.0% | 112 | -4 | -0.07% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,608 | 124 | 0.0% | 0.0% | 113 | +1,108 | 24.62% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,610 | 124 | 0.0% | 0.0% | 114 | -135 | -2.35% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Reduced | 5,139 | 114 | 0.0% | 0.01% | 115 | -2,934 | -36.34% | Q2 2026 | Jul 01, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,600 | 102 | 0.0% | — | 116 | +4,600 | New | 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 |
| CWM, LLC | History | No change | 3,165 | 70 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Community Financial Services Group, LLC | History | New | 3,000 | 66 | 0.01% | — | 119 | +3,000 | New | Q2 2026 | Jul 09, 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 |
| MATHER GROUP, LLC. | History | New | 2,300 | 51 | 0.0% | — | 121 | +2,300 | New | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 2,129 | 47 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 2,038 | 45 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 2,001 | 44 | 0.0% | — | 124 | +2,001 | New | Q2 2026 | Aug 06, 2026 |
| NBT BANK, N.A. | History | No change | 1,900 | 42 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,795 | 39 | 0.0% | 0.0% | 127 | -137 | -7.09% | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,773 | 39 | 0.0% | 0.0% | 126 | +25 | 1.43% | Q2 2026 | Jul 17, 2026 |
| GAMMA Investing LLC | History | No change | 1,792 | 39 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,656 | 37 | 0.0% | 0.0% | 129 | +23 | 1.41% | Q2 2026 | Jul 29, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,521 | 33 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,437 | 31 | 0.01% | 0.02% | 134 | -1,210 | -45.71% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,411 | 31 | 0.01% | 0.02% | 132 | +13 | 0.93% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 1,400 | 31 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,408 | 31 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,212 | 26 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,124 | 24 | 0.0% | 0.0% | 136 | +1,015 | 931.19% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,068 | 23 | 0.0% | 0.0% | 137 | +134 | 14.35% | Q2 2026 | Aug 12, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 1,033 | 22 | 0.0% | 0.0% | 139 | +15 | 1.47% | Q2 2026 | Jul 29, 2026 |
| JNBA Financial Advisors | History | No change | 1,025 | 22 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,029 | 22 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 935 | 20 | 0.0% | 0.0% | 141 | +13 | 1.41% | Q2 2026 | Jul 24, 2026 |
| SouthState Bank Corp | History | New | 785 | 17 | 0.0% | — | 142 | +785 | New | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 713 | 15 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 497 | 11 | 0.0% | 0.0% | 144 | -5 | -1.0% | Q2 2026 | Aug 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 372 | 8 | 0.0% | 0.0% | 145 | +5 | 1.36% | Q2 2026 | Aug 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 380 | 8 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 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 | New | 345 | 7 | 0.0% | — | 150 | +345 | New | Q2 2026 | Aug 03, 2026 |
| Dunhill Financial, LLC | History | Added to | 333 | 7 | 0.0% | 0.0% | 149 | +5 | 1.52% | Q2 2026 | Aug 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 222 | 4 | 0.0% | — | 152 | +222 | New | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 212 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Synergy Investment Management, LLC | History | No change | 149 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 97 | 2 | 0.0% | — | 155 | +97 | New | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 131 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 86 | 1 | 0.0% | 0.0% | 158 | +1 | 1.18% | Q2 2026 | Jul 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 73 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -39,493 | -100.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,023 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -24,523 | -100.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,794 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,521 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,952 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,743 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,637 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,029 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -580 | -100.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | Reduced | 12 | 0 | — | 0.0% | — | -191 | -94.09% | Q2 2026 | Jul 30, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |