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 | No change | 135,861 | 16,092 | 2.37% | 2.37% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 102,176 | 12,102 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 50,062 | 5,929 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trek Financial, LLC | History | New | 46,386 | 5,719 | 0.26% | — | 4 | +46,386 | New | Q3 2026 | Oct 29, 2026 |
| UBS Group AG | History | No change | 42,970 | 5,089 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 39,043 | 4,624 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 36,897 | 4,370 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 30,639 | 3,629 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 25,700 | 3,044 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 23,006 | 2,725 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joseph Group Capital Management | History | No change | 22,966 | 2,720 | 0.57% | 0.57% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | New | 21,891 | 2,699 | 0.0% | — | 12 | +21,891 | New | Q3 2026 | Oct 30, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 16,871 | 1,998 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ROYAL BANK OF CANADA | History | No change | 16,832 | 1,994 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 15,801 | 1,948 | 0.07% | 0.07% | 15 | +325 | 2.1% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,155 | 1,869 | 0.0% | 0.0% | 16 | +7,447 | 96.61% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,245 | 1,805 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nilsine Partners, LLC | History | New | 12,855 | 1,585 | 0.11% | — | 18 | +12,855 | New | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,596 | 1,436 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 12,101 | 1,433 | 0.13% | 0.13% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 11,290 | 1,392 | 0.3% | — | 21 | +11,290 | New | Q3 2026 | Oct 28, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 10,702 | 1,319 | 0.33% | 0.49% | 22 | -7,529 | -41.3% | Q3 2026 | Oct 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,251 | 1,214 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,570 | 1,133 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | History | No change | 8,698 | 1,032 | 0.19% | 0.19% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 8,502 | 1,006 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,057 | 993 | 0.0% | 0.0% | 27 | -228 | -2.75% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 7,778 | 941 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 7,600 | 937 | 0.03% | — | 29 | +7,600 | New | Q3 2026 | Oct 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,396 | 876 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,837 | 809 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 6,514 | 803 | 0.54% | 0.55% | 32 | -204 | -3.04% | Q3 2026 | Oct 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,749 | 800 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 6,450 | 795 | 0.03% | 0.03% | 34 | -50 | -0.77% | Q3 2026 | Oct 26, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,708 | 677 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 5,466 | 647 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 4,929 | 583 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 4,607 | 568 | 0.01% | — | 38 | +4,607 | New | Q3 2026 | Oct 13, 2026 |
| Focus Partners Wealth | History | No change | 4,511 | 534 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,130 | 504 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,081 | 503 | 0.03% | 0.03% | 41 | -150 | -3.55% | Q3 2026 | Oct 30, 2026 |
| Diversified Enterprises, LLC | History | No change | 4,066 | 501 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 3,904 | 481 | 0.03% | 0.04% | 43 | -159 | -3.91% | Q3 2026 | Oct 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 3,700 | 456 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 3,645 | 449 | 0.07% | — | 45 | +3,645 | New | Q3 2026 | Nov 02, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 3,475 | 428 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,516 | 416 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,375 | 399 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Element Wealth, LLC | History | No change | 3,290 | 389 | 0.15% | 0.15% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 3,108 | 368 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 2,942 | 362 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| DAVENPORT & Co LLC | History | New | 2,867 | 353 | 0.0% | — | 52 | +2,867 | New | Q3 2026 | Oct 14, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 2,862 | 352 | 0.06% | — | 53 | +2,862 | New | Q3 2026 | Oct 14, 2026 |
| HighTower Advisors, LLC | History | No change | 2,937 | 347 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | Added to | 2,802 | 345 | 0.0% | 0.0% | 56 | +218 | 8.44% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 2,914 | 345 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,858 | 338 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 2,756 | 326 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 2,548 | 301 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,534 | 300 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 2,425 | 299 | 0.03% | — | 61 | +2,425 | New | Q3 2026 | Oct 28, 2026 |
| COMMERCE BANK | History | No change | 2,450 | 290 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Henson-Edgewater Management, LLC | History | No change | 2,170 | 271 | 0.14% | 0.14% | 63 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,200 | 260 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,065 | 244 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 2,062 | 244 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 2,003 | 237 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,885 | 235 | 0.0% | 0.0% | 68 | +3 | 0.16% | Q3 2026 | Oct 26, 2026 |
| Sound Income Strategies, LLC | History | New | 1,940 | 234 | 0.01% | — | 70 | +1,940 | New | Q3 2026 | Oct 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,981 | 234 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOR Wealth Management, LLC | History | No change | 1,910 | 226 | 0.09% | 0.09% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 1,900 | 225 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 1,855 | 219 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,836 | 217 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 1,815 | 215 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,803 | 213 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,699 | 209 | 0.0% | — | 77 | +1,699 | New | Q3 2026 | Oct 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,722 | 203 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 1,674 | 198 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,321 | 162 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,325 | 156 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cordant, Inc. | History | No change | 628 | 74 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| North Star Investment Management Corp. | History | No change | 600 | 73 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 574 | 67 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 519 | 61 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 465 | 55 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 470 | 55 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 379 | 46 | 0.0% | 0.0% | 89 | +3 | 0.8% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 389 | 46 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 363 | 44 | 0.0% | 0.0% | 90 | -27 | -6.92% | Q3 2026 | Oct 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 350 | 43 | 0.01% | 0.01% | 91 | +1 | 0.29% | Q3 2026 | Oct 23, 2026 |
| Kroeger Financial Partners | History | No change | 284 | 35 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| GAMMA Investing LLC | History | No change | 241 | 29 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Latitude Advisors, LLC | History | New | 234 | 28 | 0.01% | — | 95 | +234 | New | Q3 2026 | Oct 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 240 | 28 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 230 | 27 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 224 | 26 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lodestone Wealth Management LLC | History | New | 205 | 25 | 0.01% | — | 98 | +205 | New | Q3 2026 | Oct 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 206 | 24 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 188 | 22 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 161 | 19 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 148 | 18 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 150 | 18 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 129 | 15 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 116 | 14 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 115 | 14 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| StrongBox Wealth, LLC | History | No change | 109 | 13 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 101 | 11 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crews Bank & Trust | History | No change | 100 | 11 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | No change | 90 | 10 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 84 | 10 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 93 | 10 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 83 | 9 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 85 | 8 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 61 | 7 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 60 | 7 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Bank & Trust Co | History | No change | 60 | 7 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Spire Wealth Management | History | No change | 52 | 6 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 44 | 5 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 39 | 4 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 17 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24 | 2 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 19 | 2 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Qube Research & Technologies Ltd | History | No change | 18 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,615 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,979 | -100.0% | Q3 2026 | Nov 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -609 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BLUELINE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Main Street Group, LTD | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |