INVESCO EXCHANGE-TRADED FUND TRUST - PJP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Peak Asset Management, LLC | History | Added to | 135,861 | 16,092 | 2.37% | 2.47% | 1 | +915 | 0.68% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 102,176 | 12,102 | 0.0% | 0.0% | 2 | -166,321 | -61.95% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 50,062 | 5,929 | 0.0% | 0.0% | 3 | -29,048 | -36.72% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 42,970 | 5,089 | 0.0% | 0.0% | 4 | -683 | -1.56% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 39,043 | 4,624 | 0.01% | 0.01% | 5 | +11,509 | 41.8% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 36,897 | 4,370 | 0.0% | 0.0% | 6 | +9,741 | 35.87% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 30,639 | 3,629 | 0.0% | 0.0% | 7 | -43,819 | -58.85% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 25,700 | 3,044 | 0.0% | 0.0% | 8 | -29,066 | -53.07% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 23,006 | 2,725 | 0.0% | 0.0% | 9 | -24,703 | -51.78% | Q2 2026 | Aug 14, 2026 |
| Joseph Group Capital Management | History | Added to | 22,966 | 2,720 | 0.57% | 0.59% | 10 | +253 | 1.11% | Q2 2026 | Aug 06, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 18,231 | 2,159 | 0.49% | 0.47% | 11 | +197 | 1.09% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 16,871 | 1,998 | 0.01% | — | 12 | +16,871 | New | Q2 2026 | Aug 18, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 16,832 | 1,994 | 0.0% | 0.0% | 13 | -45,545 | -73.02% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 15,476 | 1,833 | 0.07% | 0.07% | 14 | -505 | -3.16% | Q2 2026 | Jul 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,245 | 1,805 | 0.0% | 0.0% | 15 | +14,012 | 1136.42% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 11,596 | 1,436 | 0.0% | 0.0% | 16 | -8,194 | -41.4% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 12,101 | 1,433 | 0.13% | 0.13% | 17 | +1 | 0.01% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,251 | 1,214 | 0.0% | 0.0% | 18 | +7,751 | 310.04% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,570 | 1,133 | 0.0% | 0.0% | 19 | +767 | 8.71% | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | History | Added to | 8,698 | 1,032 | 0.19% | 0.07% | 20 | +5,957 | 217.33% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,502 | 1,006 | 0.0% | 0.0% | 21 | -11,960 | -58.45% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,285 | 981 | 0.0% | 0.0% | 22 | -2,020 | -19.6% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,778 | 922 | 0.0% | 0.0% | 23 | +500 | 6.87% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,708 | 913 | 0.0% | 0.0% | 24 | -2,401 | -23.75% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,396 | 876 | 0.0% | 0.0% | 25 | +3,922 | 112.9% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,837 | 809 | 0.0% | 0.0% | 26 | +1,090 | 18.97% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,749 | 800 | 0.0% | 0.0% | 27 | +185 | 2.82% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 6,718 | 795 | 0.55% | 0.57% | 28 | -206 | -2.98% | Q2 2026 | Jul 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 6,500 | 769 | 0.03% | 0.03% | 29 | +451 | 7.46% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,708 | 677 | 0.0% | 0.0% | 30 | +4,704 | 468.53% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 5,466 | 647 | 0.0% | 0.0% | 31 | +481 | 9.65% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 4,929 | 583 | 0.0% | 0.0% | 32 | +4,482 | 1002.68% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | Reduced | 4,511 | 534 | 0.0% | 0.0% | 33 | -175 | -3.73% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,130 | 504 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,231 | 501 | 0.03% | 0.03% | 35 | +10 | 0.24% | Q2 2026 | Jul 23, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 4,063 | 481 | 0.04% | 0.05% | 37 | -201 | -4.71% | Q2 2026 | Jul 28, 2026 |
| Diversified Enterprises, LLC | History | Added to | 4,066 | 481 | 0.02% | 0.02% | 36 | +1 | 0.02% | Q2 2026 | Jul 31, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 3,700 | 438 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Secure Asset Management, LLC | History | New | 3,615 | 428 | 0.06% | — | 39 | +3,615 | New | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 3,516 | 416 | 0.0% | 0.0% | 40 | -44 | -1.24% | Q2 2026 | Aug 17, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 3,475 | 411 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 3,375 | 399 | 0.13% | 0.1% | 42 | +661 | 24.36% | Q2 2026 | Jul 31, 2026 |
| Element Wealth, LLC | History | Reduced | 3,290 | 389 | 0.15% | 0.14% | 43 | -28 | -0.84% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 3,108 | 368 | 0.02% | 0.02% | 44 | -336 | -9.76% | Q2 2026 | Aug 06, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 2,942 | 348 | 0.03% | 0.03% | 45 | +4 | 0.14% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,937 | 347 | 0.0% | 0.02% | 46 | -221,179 | -98.69% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 2,914 | 345 | 0.01% | 0.01% | 47 | +2 | 0.07% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,858 | 338 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 2,756 | 326 | 0.0% | — | 49 | +2,756 | New | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 3,126 | 324 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Reduced | 2,584 | 306 | 0.0% | 0.0% | 51 | -199 | -7.15% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 2,548 | 301 | 0.0% | 0.0% | 52 | +2 | 0.08% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,534 | 300 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 2,450 | 290 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Henson-Edgewater Management, LLC | History | Reduced | 2,170 | 271 | 0.14% | 0.16% | 55 | -275 | -11.25% | Q2 2026 | Aug 18, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,200 | 260 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | New | 2,062 | 244 | 0.0% | — | 58 | +2,062 | New | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,065 | 244 | 0.0% | 0.0% | 57 | -12 | -0.58% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,003 | 237 | 0.0% | 0.0% | 59 | -3,874 | -65.92% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,979 | 234 | 0.0% | — | 61 | +1,979 | New | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,981 | 234 | 0.0% | 0.0% | 60 | -10 | -0.5% | Q2 2026 | Aug 13, 2026 |
| MOR Wealth Management, LLC | History | New | 1,910 | 226 | 0.09% | — | 63 | +1,910 | New | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,882 | 226 | 0.0% | — | 62 | +1,882 | New | Q2 2026 | Jul 29, 2026 |
| Chevy Chase Trust Holdings, LLC | History | New | 1,900 | 225 | 0.0% | — | 64 | +1,900 | New | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | New | 1,855 | 219 | 0.0% | — | 65 | +1,855 | New | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,836 | 217 | 0.0% | 0.0% | 66 | -22,664 | -92.51% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | New | 1,815 | 215 | 0.01% | — | 67 | +1,815 | New | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,803 | 213 | 0.0% | 0.0% | 68 | +34 | 1.92% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,722 | 203 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Reduced | 1,674 | 198 | 0.0% | 0.0% | 70 | -347 | -17.17% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,325 | 156 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,321 | 156 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cordant, Inc. | History | New | 628 | 74 | 0.03% | — | 73 | +628 | New | Q2 2026 | Jul 14, 2026 |
| North Star Investment Management Corp. | History | No change | 600 | 71 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 609 | 71 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 574 | 67 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 519 | 61 | 0.0% | 0.0% | 77 | -50 | -8.79% | Q2 2026 | Aug 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 465 | 55 | 0.0% | 0.0% | 78 | +1 | 0.22% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 389 | 46 | 0.0% | 0.0% | 79 | +42 | 12.1% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 390 | 46 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 376 | 44 | 0.0% | 0.0% | 81 | -90 | -19.31% | Q2 2026 | Jul 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 349 | 41 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kroeger Financial Partners | History | New | 284 | 33 | 0.03% | — | 83 | +284 | New | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 240 | 28 | 0.0% | 0.0% | 84 | +25 | 11.63% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 241 | 28 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BlackRock, Inc. | History | No change | 230 | 27 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 224 | 26 | 0.0% | 0.0% | 87 | +164 | 273.33% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 206 | 24 | 0.0% | 0.0% | 88 | +1 | 0.49% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 188 | 22 | 0.0% | 0.0% | 89 | -131 | -41.07% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 161 | 19 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 148 | 18 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 150 | 17 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 129 | 15 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 116 | 14 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 135 | 14 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 115 | 13 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StrongBox Wealth, LLC | History | New | 109 | 12 | 0.0% | — | 97 | +109 | New | Q2 2026 | Jul 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 101 | 11 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crews Bank & Trust | History | No change | 100 | 11 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | Reduced | 90 | 10 | 0.0% | 0.0% | 101 | -500 | -84.75% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 93 | 10 | 0.0% | — | 102 | +93 | New | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 84 | 9 | 0.0% | — | 103 | +84 | New | Q2 2026 | Jul 15, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 85 | 8 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Realta Investment Advisors | History | Reduced | 61 | 7 | 0.0% | 0.12% | 106 | -3,303 | -98.19% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 61 | 7 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 60 | 7 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bank & Trust Co | History | No change | 60 | 7 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BLUELINE ADVISORS LLC | History | New | 78 | 6 | 0.0% | — | 110 | +78 | New | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | No change | 52 | 6 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 44 | 5 | 0.0% | 0.0% | 111 | -11 | -20.0% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 39 | 4 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 18 | 2 | 0.0% | 0.0% | 117 | -34 | -65.38% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 17 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24 | 2 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 19 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cavalier Investments, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -45,960 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,343 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,950 | -100.0% | Q2 2026 | Jul 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,919 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,785 | -100.0% | Q2 2026 | Jul 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,083 | -100.0% | Q2 2026 | Jul 16, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,069 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Wellington Shields & Co., LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,043 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,566 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,193 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,825 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -388 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Group, LTD | History | Reduced | 1 | 0 | — | 0.0% | — | -105 | -99.06% | Q2 2026 | Jul 13, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q2 2026 | Jul 30, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |