INVESCO EXCHANGE-TRADED FUND TRUST - PNQI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 1,568,057 | 71,465 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | No change | 659,334 | 30,049 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 363,087 | 16,547 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 266,537 | 12,147 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 203,071 | 9,255 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 140,947 | 6,423 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 95,477 | 4,351 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 90,474 | 4,123 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 50,000 | 2,278 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 45,033 | 2,052 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 43,280 | 1,972 | 0.81% | 0.81% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 38,634 | 1,960 | 0.03% | 0.03% | 12 | -1,819 | -4.5% | Q3 2026 | Nov 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 41,176 | 1,876 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 40,925 | 1,865 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Santori & Peters, Inc. | History | Reduced | 36,499 | 1,851 | 0.5% | 0.47% | 15 | -240 | -0.65% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 36,824 | 1,667 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 31,605 | 1,440 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 26,492 | 1,344 | 0.15% | 0.12% | 18 | +3,214 | 13.81% | Q3 2026 | Oct 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 29,160 | 1,333 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 25,336 | 1,286 | 0.0% | 0.0% | 20 | -2,140 | -7.79% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 26,574 | 1,211 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 26,300 | 1,198 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 25,150 | 1,146 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,787 | 1,129 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FMR LLC | History | No change | 24,498 | 1,116 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 23,689 | 1,079 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 23,600 | 1,075 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 23,215 | 1,058 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FourThought Financial Partners, LLC | History | No change | 22,011 | 1,003 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 18,914 | 959 | 0.07% | 0.06% | 30 | -1,000 | -5.02% | Q3 2026 | Oct 13, 2026 |
| Merit Financial Group, LLC | History | No change | 20,856 | 950 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | Added to | 18,354 | 931 | 0.0% | 0.0% | 32 | +1,522 | 9.04% | Q3 2026 | Nov 02, 2026 |
| David J Yvars Group | History | Reduced | 16,601 | 842 | 0.39% | 0.37% | 33 | -814 | -4.67% | Q3 2026 | Oct 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,753 | 799 | 0.0% | 0.0% | 34 | +236 | 1.52% | Q3 2026 | Nov 02, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 15,727 | 797 | 0.23% | 0.22% | 35 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| US BANCORP \DE\ | History | No change | 15,515 | 787 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| GTS SECURITIES LLC | History | No change | 17,047 | 776 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,494 | 660 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 12,950 | 657 | 0.01% | 0.01% | 39 | -173 | -1.32% | Q3 2026 | Nov 05, 2026 |
| Lido Advisors, LLC | History | Added to | 12,876 | 653 | 0.0% | 0.0% | 41 | +6 | 0.05% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 14,330 | 653 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 13,325 | 625 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,539 | 617 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | No change | 11,575 | 587 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 12,277 | 559 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 12,205 | 556 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RDA Financial Network | History | Reduced | 10,710 | 543 | 0.12% | 0.11% | 48 | -500 | -4.46% | Q3 2026 | Oct 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,469 | 543 | 0.0% | 0.0% | 47 | +215 | 2.1% | Q3 2026 | Oct 13, 2026 |
| Austin Wealth Management, LLC | History | No change | 9,685 | 469 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,157 | 462 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,785 | 445 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,751 | 444 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Independent Advisors | History | New | 8,300 | 421 | 0.02% | — | 53 | +8,300 | New | Q3 2026 | Nov 03, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 8,135 | 412 | 0.29% | 0.27% | 54 | -110 | -1.33% | Q3 2026 | Oct 26, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 9,030 | 411 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hirtle & Co., LLC | History | No change | 8,600 | 391 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 7,398 | 375 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 7,660 | 349 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,584 | 345 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Financial Private Client, LLC | History | No change | 6,665 | 338 | 0.09% | 0.08% | 60 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| StoneX Group Inc. | History | Added to | 6,571 | 336 | 0.01% | 0.01% | 61 | +762 | 13.12% | Q3 2026 | Nov 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,310 | 333 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 6,532 | 331 | 0.11% | 0.1% | 64 | -51 | -0.77% | Q3 2026 | Oct 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,283 | 331 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,319 | 320 | 0.0% | 0.0% | 65 | +50 | 0.8% | Q3 2026 | Nov 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,997 | 311 | 0.01% | 0.01% | 66 | -603 | -9.14% | Q3 2026 | Oct 09, 2026 |
| Waverly Advisors, LLC | History | No change | 6,779 | 308 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 6,713 | 305 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 5,785 | 293 | 0.15% | 0.14% | 69 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PFG Investments, LLC | History | No change | 6,096 | 277 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GWN SECURITIES INC. | History | No change | 6,071 | 276 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 5,382 | 273 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 5,351 | 271 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PFG Advisors | History | Reduced | 5,161 | 261 | 0.01% | 0.01% | 74 | -695 | -11.87% | Q3 2026 | Oct 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 4,988 | 253 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| KINTRA WEALTH, LLC | History | No change | 4,660 | 242 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 4,543 | 230 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Wealth | History | No change | 4,907 | 223 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RCW Management, LLC | History | No change | 4,400 | 223 | 0.2% | 0.18% | 79 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 4,798 | 219 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WJ Wealth Management, LLC | History | New | 4,250 | 215 | 0.09% | — | 81 | +4,250 | New | Q3 2026 | Nov 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,685 | 213 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 4,190 | 212 | 0.02% | — | 83 | +4,190 | New | Q3 2026 | Oct 28, 2026 |
| XTX Topco Ltd | History | No change | 4,545 | 207 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | New | 4,040 | 204 | 0.05% | — | 85 | +4,040 | New | Q3 2026 | Oct 14, 2026 |
| COURIER CAPITAL LLC | History | New | 4,000 | 202 | 0.01% | — | 86 | +4,000 | New | Q3 2026 | Oct 19, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 4,000 | 202 | 0.01% | — | 87 | +4,000 | New | Q3 2026 | Oct 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,546 | 116 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,200 | 100 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Reduced | 1,915 | 97 | 0.02% | 0.02% | 90 | -251 | -11.59% | Q3 2026 | Oct 27, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 2,000 | 91 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,958 | 89 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,955 | 89 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 1,668 | 76 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,500 | 68 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,375 | 63 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Investment Counsel Inc. | History | No change | 1,304 | 59 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 1,100 | 55 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,100 | 55 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,100 | 50 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 1,053 | 47 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,000 | 45 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 1,000 | 45 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 741 | 33 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 700 | 31 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 688 | 31 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 664 | 30 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 450 | 22 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 375 | 19 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Rossby Financial, LCC | History | New | 300 | 15 | 0.0% | — | 110 | +300 | New | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 295 | 14 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BlackRock, Inc. | History | No change | 320 | 14 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Darwin Wealth Management, LLC | History | No change | 285 | 12 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Robbins Farley | History | No change | 238 | 12 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 240 | 12 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 230 | 10 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Downshift Financial, LLC | History | No change | 210 | 10 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 172 | 8 | 0.0% | — | 120 | +172 | New | Q3 2026 | Oct 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 185 | 8 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 155 | 7 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 141 | 7 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 160 | 7 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Qube Research & Technologies Ltd | History | No change | 138 | 6 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 95 | 4 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Asset Dedication, LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Abound Wealth Management | History | No change | 92 | 4 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 85 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balance Wealth Partners LLC | History | New | 59 | 2 | 0.0% | — | 132 | +59 | New | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | No change | 45 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2026 | Oct 13, 2026 |