INVESCO EXCHANGE-TRADED FUND TRUST - PRFZ
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,829,358 | 157,793 | 0.01% | 0.01% | 1 | -29,576 | -1.03% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,398,235 | 77,979 | 0.02% | 0.02% | 2 | +19,846 | 1.44% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 1,300,997 | 72,556 | 0.0% | 0.0% | 3 | +110,026 | 9.24% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,071,783 | 59,773 | 0.35% | 0.38% | 4 | -37,840 | -3.41% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,034,707 | 57,705 | 0.05% | 0.05% | 5 | +3,489 | 0.34% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,031,039 | 57,501 | 0.01% | 0.01% | 6 | +99,961 | 10.74% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,010,685 | 56,365 | 0.02% | 0.01% | 7 | -43,903 | -4.16% | Q2 2026 | Aug 14, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 805,518 | 44,923 | 5.08% | 4.8% | 8 | +1,927 | 0.24% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 767,863 | 42,824 | 0.01% | 0.01% | 9 | +64,399 | 9.15% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 762,863 | 42,544 | 3.23% | 2.88% | 10 | -412 | -0.05% | Q2 2026 | Jul 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 739,179 | 41,224 | 1.48% | 1.4% | 11 | -19,733 | -2.6% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 634,759 | 35,400 | 0.84% | 0.82% | 12 | -5,696 | -0.89% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 422,426 | 23,053 | 0.04% | 0.04% | 13 | +10,348 | 2.51% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 355,967 | 19,852 | 1.09% | 1.03% | 14 | -17,723 | -4.74% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 293,041 | 16,342 | 0.08% | 0.07% | 15 | +14,901 | 5.36% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 288,249 | 16,075 | 0.02% | 0.02% | 16 | -6,374 | -2.16% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 286,779 | 15,993 | 0.1% | 0.08% | 17 | +11,015 | 3.99% | Q2 2026 | Aug 17, 2026 |
| Traction Financial Partners, LLC | History | Added to | 285,584 | 15,927 | 8.46% | 7.74% | 18 | +11,646 | 4.25% | Q2 2026 | Aug 13, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 266,421 | 14,858 | 5.56% | 5.13% | 19 | +2,126 | 0.8% | Q2 2026 | Jul 16, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 261,632 | 14,591 | 3.65% | 3.37% | 20 | -5,707 | -2.13% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 247,800 | 13,819 | 0.02% | 0.02% | 21 | -4,680 | -1.85% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 241,394 | 13,462 | 0.0% | 0.0% | 22 | -2,071 | -0.85% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 241,085 | 13,445 | 0.04% | 0.04% | 23 | -10,641 | -4.23% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 234,261 | 13,064 | 0.24% | 0.26% | 24 | -5,025 | -2.1% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 224,734 | 12,533 | 0.0% | 0.0% | 25 | +65,046 | 40.73% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 223,907 | 12,487 | 0.01% | 0.01% | 26 | -2,943 | -1.3% | Q2 2026 | Aug 13, 2026 |
| CI INVESTMENTS INC. | History | New | 220,300 | 12,286 | 0.04% | — | 27 | +220,300 | New | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 179,531 | 10,012 | 0.52% | 0.46% | 28 | +4,584 | 2.62% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 163,037 | 9,092 | 0.01% | 0.0% | 29 | +5,761 | 3.66% | Q2 2026 | Aug 13, 2026 |
| Accredited Investors Inc. | History | Reduced | 161,715 | 9,018 | 0.39% | 0.42% | 30 | -7,092 | -4.2% | Q2 2026 | Jul 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 161,405 | 9,001 | 0.26% | 0.21% | 31 | +13,861 | 9.39% | Q2 2026 | Jul 07, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 153,664 | 8,569 | 1.09% | 1.02% | 32 | -2,718 | -1.74% | Q2 2026 | Jul 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 153,219 | 8,545 | 0.0% | 0.0% | 33 | +2,744 | 1.82% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 154,161 | 8,515 | 0.0% | 0.0% | 34 | +27,583 | 21.79% | Q2 2026 | Aug 12, 2026 |
| Verum Partners LLC | History | Reduced | 137,069 | 7,644 | 1.14% | 1.25% | 35 | -6,074 | -4.24% | Q2 2026 | Jul 22, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 126,030 | 7,028 | 2.11% | 2.49% | 36 | -10,262 | -7.53% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | Added to | 123,550 | 6,890 | 0.01% | 0.01% | 37 | +2,933 | 2.43% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 122,475 | 6,830 | 0.29% | 0.28% | 38 | -1,203 | -0.97% | Q2 2026 | Jul 22, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 117,056 | 6,528 | 0.1% | 0.1% | 39 | -4,251 | -3.5% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 116,848 | 6,516 | 0.03% | 0.03% | 40 | +2,290 | 2.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 115,881 | 6,462 | 0.0% | 0.0% | 41 | -243,547 | -67.76% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 115,153 | 6,422 | 0.01% | 0.01% | 42 | +2,765 | 2.46% | Q2 2026 | Aug 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 112,200 | 6,257 | 0.36% | 0.33% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Charles Schwab Trust Co | History | Reduced | 109,278 | 6,094 | 0.34% | 0.34% | 44 | -6,693 | -5.77% | Q2 2026 | Jul 10, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 107,920 | 6,018 | 3.58% | 3.23% | 45 | +8,641 | 8.7% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 103,683 | 5,782 | 0.0% | 0.0% | 46 | +24,755 | 31.36% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 102,790 | 5,732 | 0.02% | 0.0% | 47 | +90,313 | 723.84% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 104,432 | 5,720 | 0.0% | 0.0% | 48 | +6,721 | 6.88% | Q2 2026 | Aug 14, 2026 |
| Lebenthal Global Advisors, LLC | History | New | 99,550 | 5,551 | 0.75% | — | 49 | +99,550 | New | Q2 2026 | Jul 30, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 95,879 | 5,347 | 0.03% | 0.03% | 50 | +631 | 0.66% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | Reduced | 95,855 | 5,345 | 0.01% | 0.01% | 51 | -19,643 | -17.01% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 92,421 | 5,154 | 0.01% | 0.0% | 52 | +40,205 | 77.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 88,622 | 4,942 | 0.0% | 0.0% | 53 | +5,756 | 6.95% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 80,040 | 4,463 | 0.01% | 0.01% | 54 | -1,426 | -1.75% | Q2 2026 | Jul 29, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 78,803 | 4,394 | 0.87% | 0.81% | 55 | +1,924 | 2.5% | Q2 2026 | Jul 24, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 75,303 | 4,199 | 0.69% | 0.73% | 56 | -1,758 | -2.28% | Q2 2026 | Jul 30, 2026 |
| Sound Stewardship, LLC | History | Reduced | 75,200 | 4,193 | 1.73% | 1.59% | 57 | -401 | -0.53% | Q2 2026 | Jul 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 63,128 | 3,520 | 0.0% | 0.0% | 58 | +5,173 | 8.93% | Q2 2026 | Aug 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 59,764 | 3,333 | 0.0% | 0.0% | 59 | +5,300 | 9.73% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | Added to | 58,931 | 3,286 | 0.39% | 0.36% | 60 | +554 | 0.95% | Q2 2026 | Jul 08, 2026 |
| FMR LLC | History | Added to | 58,058 | 3,237 | 0.0% | 0.0% | 61 | +2,470 | 4.44% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 55,566 | 3,098 | 0.15% | 0.14% | 62 | +1,958 | 3.65% | Q2 2026 | Jul 10, 2026 |
| Modern Wealth Management, LLC | History | No change | 53,047 | 2,958 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 52,381 | 2,921 | 0.16% | 0.15% | 64 | -1,315 | -2.45% | Q2 2026 | Jul 21, 2026 |
| Diversify Advisory Services, LLC | History | New | 50,268 | 2,705 | 0.05% | — | 66 | +50,268 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 50,268 | 2,705 | 0.05% | 0.04% | 65 | -147 | -0.29% | Q2 2026 | Jul 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 46,443 | 2,590 | 0.08% | 0.08% | 67 | +2,204 | 4.98% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 46,319 | 2,583 | 0.0% | 0.0% | 68 | -2,529 | -5.18% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 44,019 | 2,450 | 0.01% | 0.01% | 69 | -3,047 | -6.47% | Q2 2026 | Jul 27, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 42,387 | 2,371 | 0.34% | 0.31% | 70 | +896 | 2.16% | Q2 2026 | Jul 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 42,267 | 2,357 | 0.02% | 0.03% | 71 | -39,926 | -48.58% | Q2 2026 | Aug 06, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 41,686 | 2,324 | 1.28% | 1.21% | 72 | -3,560 | -7.87% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 40,770 | 2,273 | 0.03% | 0.02% | 73 | +6 | 0.01% | Q2 2026 | Aug 12, 2026 |
| GSG Advisors LLC | History | Added to | 39,906 | 2,225 | 0.49% | 0.48% | 74 | +32 | 0.08% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 39,784 | 2,218 | 0.01% | 0.01% | 75 | +251 | 0.63% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 38,758 | 2,161 | 0.04% | 0.03% | 76 | +5,710 | 17.28% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,991 | 1,951 | 0.01% | 0.01% | 77 | +906 | 2.66% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | New | 34,231 | 1,909 | 0.0% | — | 78 | +34,231 | New | Q2 2026 | Sep 02, 2026 |
| Savant Capital, LLC | History | Added to | 33,847 | 1,887 | 0.01% | 0.01% | 79 | +1,464 | 4.52% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 32,439 | 1,809 | 0.0% | 0.0% | 80 | -750 | -2.26% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 32,144 | 1,792 | 0.26% | 0.24% | 81 | -1,524 | -4.53% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 31,903 | 1,779 | 0.01% | 0.0% | 82 | +19,053 | 148.27% | Q2 2026 | Aug 14, 2026 |
| Evercore Wealth Management, LLC | History | No change | 31,160 | 1,737 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 30,390 | 1,694 | 0.08% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 29,362 | 1,637 | 0.0% | 0.0% | 85 | +882 | 3.1% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 27,354 | 1,525 | 0.0% | — | 86 | +27,354 | New | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | Added to | 27,177 | 1,515 | 0.13% | 0.12% | 87 | +185 | 0.69% | Q2 2026 | Jul 10, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 26,292 | 1,466 | 0.99% | 0.67% | 88 | -1,808 | -6.43% | Q2 2026 | Jul 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 26,164 | 1,459 | 0.02% | 0.02% | 89 | -390 | -1.47% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 26,095 | 1,455 | 0.01% | 0.01% | 90 | +1,163 | 4.66% | Q2 2026 | Jul 24, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 24,248 | 1,352 | 0.03% | 0.02% | 91 | -286 | -1.17% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | Reduced | 24,155 | 1,347 | 0.03% | 0.04% | 92 | -49,048 | -67.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,030 | 1,340 | 0.01% | 0.0% | 93 | +1,266 | 5.56% | Q2 2026 | Jul 27, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 25,080 | 1,340 | 0.13% | 0.13% | 94 | +8 | 0.03% | Q2 2026 | Aug 04, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 23,098 | 1,288 | 0.34% | 0.25% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 22,908 | 1,277 | 0.01% | 0.01% | 96 | +641 | 2.88% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 22,558 | 1,258 | 0.01% | 0.01% | 97 | -240 | -1.05% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 21,970 | 1,225 | 0.11% | 0.11% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 21,920 | 1,222 | 0.07% | 0.06% | 99 | +3,465 | 18.78% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 21,864 | 1,219 | 0.0% | 0.0% | 100 | +1,768 | 8.8% | Q2 2026 | Aug 03, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 20,731 | 1,156 | 0.53% | 0.49% | 102 | -131 | -0.63% | Q2 2026 | Jul 13, 2026 |
| Smith Salley Wealth Management | History | No change | 20,743 | 1,156 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | Added to | 19,942 | 1,112 | 0.0% | 0.0% | 103 | +3,370 | 20.34% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 19,898 | 1,109 | 0.05% | 0.04% | 104 | +2,372 | 13.53% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,631 | 1,094 | 0.01% | 0.01% | 105 | +251 | 1.3% | Q2 2026 | Aug 11, 2026 |
| Pacific Center for Financial Services | History | Added to | 19,372 | 1,080 | 0.24% | 0.22% | 106 | +16 | 0.08% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,898 | 1,053 | 0.02% | 0.02% | 107 | +498 | 2.71% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 18,571 | 1,035 | 0.01% | 0.01% | 108 | +68 | 0.37% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | Added to | 18,506 | 1,032 | 0.01% | 0.01% | 109 | +5,370 | 40.88% | Q2 2026 | Jul 28, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 18,406 | 1,026 | 0.13% | 0.13% | 110 | -522 | -2.76% | Q2 2026 | Jul 09, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 17,940 | 1,000 | 0.05% | 0.05% | 111 | +68 | 0.38% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 17,865 | 996 | 0.01% | 0.01% | 112 | +665 | 3.87% | Q2 2026 | Jul 20, 2026 |
| Advance Capital Management, Inc. | History | Added to | 17,680 | 985 | 0.03% | 0.03% | 113 | +508 | 2.96% | Q2 2026 | Aug 12, 2026 |
| Legacy Trust | History | No change | 17,065 | 951 | 0.17% | 0.15% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,603 | 926 | 0.0% | 0.0% | 115 | -382 | -2.25% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 16,347 | 911 | 0.06% | 0.05% | 116 | +1,365 | 9.11% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 16,260 | 906 | 0.0% | 0.0% | 117 | -2,160 | -11.73% | Q2 2026 | Aug 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 16,197 | 903 | 0.01% | 0.02% | 118 | -16,521 | -50.5% | Q2 2026 | Jul 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 15,269 | 851 | 0.0% | 0.0% | 119 | -383 | -2.45% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 15,137 | 844 | 0.02% | 0.02% | 120 | +2,389 | 18.74% | Q2 2026 | Aug 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 14,866 | 829 | 0.27% | 0.19% | 121 | +3,292 | 28.44% | Q2 2026 | Jul 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 14,456 | 806 | 0.0% | 0.0% | 122 | +778 | 5.69% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 14,216 | 792 | 0.01% | 0.01% | 123 | +6,910 | 94.58% | Q2 2026 | Aug 10, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 14,205 | 792 | 0.58% | 0.52% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RiverFront Investment Group, LLC | History | No change | 14,094 | 786 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | Added to | 13,968 | 778 | 0.0% | 0.0% | 126 | +1,549 | 12.47% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,857 | 772 | 0.0% | 0.0% | 127 | +2 | 0.01% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 13,761 | 767 | 0.0% | 0.0% | 128 | -150 | -1.08% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 13,693 | 763 | 0.0% | 0.0% | 129 | -1,766 | -11.42% | Q2 2026 | Aug 07, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 13,466 | 750 | 0.11% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | Reduced | 13,278 | 740 | 0.0% | 0.0% | 132 | -10,979 | -45.26% | Q2 2026 | Aug 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 13,270 | 740 | 0.0% | 0.0% | 131 | -1,724 | -11.5% | Q2 2026 | Aug 07, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 13,500 | 736 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 13,149 | 733 | 0.11% | 0.06% | 134 | +6,107 | 86.72% | Q2 2026 | Aug 14, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 12,910 | 720 | 0.21% | 0.2% | 135 | -723 | -5.3% | Q2 2026 | Aug 03, 2026 |
| Virtus Family Office LLC | History | Added to | 12,740 | 710 | 0.56% | 0.41% | 136 | +2,239 | 21.32% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 12,647 | 705 | 0.0% | 0.0% | 137 | +5,525 | 77.58% | Q2 2026 | Aug 11, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 12,442 | 693 | 0.07% | 0.08% | 138 | -555 | -4.27% | Q2 2026 | Jul 09, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 12,338 | 688 | 0.04% | 0.04% | 139 | +2 | 0.02% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 12,319 | 687 | 0.02% | 0.02% | 140 | +1,056 | 9.38% | Q2 2026 | Aug 14, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 12,053 | 672 | 0.18% | 0.16% | 141 | -69 | -0.57% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 11,800 | 658 | 0.0% | 0.0% | 142 | -25 | -0.21% | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 11,083 | 618 | 0.03% | 0.03% | 143 | -330 | -2.89% | Q2 2026 | Aug 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 11,018 | 614 | 0.0% | 0.0% | 144 | +88 | 0.81% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 11,004 | 613 | 0.32% | 0.27% | 145 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 10,595 | 590 | 0.14% | 0.13% | 146 | -254 | -2.34% | Q2 2026 | Jul 27, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 10,500 | 585 | 0.16% | 0.15% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 10,445 | 582 | 0.03% | 0.03% | 148 | -1,104 | -9.56% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,303 | 574 | 0.0% | 0.0% | 149 | -3,142 | -23.37% | Q2 2026 | Aug 18, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 10,238 | 570 | 0.01% | 0.01% | 150 | -171 | -1.64% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | Reduced | 10,086 | 562 | 0.0% | 0.01% | 151 | -852 | -7.79% | Q2 2026 | Aug 10, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 10,055 | 560 | 0.01% | 0.01% | 152 | -100 | -0.98% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Reduced | 10,021 | 558 | 0.03% | 0.04% | 154 | -7,346 | -42.3% | Q2 2026 | Jul 16, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 10,008 | 558 | 0.06% | 0.05% | 153 | +2 | 0.02% | Q2 2026 | Jul 30, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 9,855 | 549 | 0.07% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CWM, LLC | History | No change | 11,984 | 549 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prairiewood Capital, LLC | History | No change | 9,725 | 542 | 0.14% | 0.13% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 9,643 | 537 | 0.32% | 0.27% | 158 | -26 | -0.27% | Q2 2026 | Jul 14, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 9,472 | 528 | 0.17% | 0.16% | 159 | +5 | 0.05% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | New | 9,396 | 524 | 0.0% | — | 160 | +9,396 | New | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,179 | 511 | 0.0% | 0.0% | 161 | +998 | 12.2% | Q2 2026 | Aug 13, 2026 |
| Navigate Wealth Management, LLC | History | Reduced | 9,385 | 509 | 0.32% | 0.33% | 162 | -66 | -0.7% | Q2 2026 | Jul 23, 2026 |
| Sigma Planning Corp | History | Added to | 9,079 | 506 | 0.01% | 0.01% | 163 | +457 | 5.3% | Q2 2026 | Aug 07, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 8,880 | 495 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,834 | 492 | 0.0% | 0.0% | 165 | +530 | 6.38% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,546 | 476 | 0.0% | 0.0% | 166 | +114 | 1.35% | Q2 2026 | Aug 12, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 8,346 | 465 | 0.18% | 0.17% | 167 | +15 | 0.18% | Q2 2026 | Aug 14, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 8,194 | 456 | 0.05% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 8,056 | 449 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trilogy Capital Inc. | History | No change | 7,975 | 444 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,932 | 442 | 0.0% | 0.0% | 171 | -25,367 | -76.18% | Q2 2026 | Aug 14, 2026 |
| Invariant Investment Management | History | No change | 8,000 | 441 | 0.26% | 0.24% | 172 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,805 | 435 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 7,781 | 433 | 0.0% | 0.0% | 174 | +35 | 0.45% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 7,757 | 432 | 0.0% | 0.0% | 176 | +1,068 | 15.97% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 7,745 | 432 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 7,698 | 429 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,686 | 428 | 0.0% | 0.0% | 178 | +1,918 | 33.25% | Q2 2026 | Aug 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 7,420 | 413 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 7,356 | 410 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 7,252 | 404 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,234 | 403 | 0.0% | 0.0% | 182 | -970 | -11.82% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | Reduced | 7,227 | 403 | 0.01% | 0.01% | 183 | -183 | -2.47% | Q2 2026 | Jul 15, 2026 |
| Colonial Trust Advisors | History | No change | 7,150 | 398 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mascoma Wealth Management LLC | History | No change | 6,800 | 379 | 0.07% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 6,781 | 378 | 0.0% | 0.0% | 186 | -132 | -1.91% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 6,750 | 376 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trailhead Planners LLC | History | Reduced | 6,685 | 372 | 0.36% | 0.46% | 188 | -3,775 | -36.09% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | No change | 6,495 | 362 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Alternatives, Inc | History | Reduced | 6,463 | 360 | 0.18% | 0.16% | 190 | -100 | -1.52% | Q2 2026 | Aug 10, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 6,429 | 358 | 0.02% | 0.02% | 191 | +10 | 0.16% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,395 | 356 | 0.0% | 0.0% | 192 | -20 | -0.31% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 6,360 | 354 | 0.01% | — | 193 | +6,360 | New | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 6,025 | 336 | 0.01% | 0.0% | 194 | +1,005 | 20.02% | Q2 2026 | Jul 20, 2026 |
| Principle Wealth Partners LLC | History | No change | 6,000 | 334 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 5,848 | 326 | 0.12% | 0.11% | 196 | +10 | 0.17% | Q2 2026 | Jul 22, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 5,790 | 322 | 0.02% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 5,746 | 320 | 0.0% | 0.0% | 199 | -724 | -11.19% | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 5,754 | 320 | 0.03% | 0.03% | 198 | +84 | 1.48% | Q2 2026 | Jul 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 5,720 | 319 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Fermata Advisors, LLC | History | Reduced | 5,697 | 317 | 0.06% | 0.06% | 201 | -17 | -0.3% | Q2 2026 | Jul 07, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 5,600 | 312 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BIP Wealth, LLC | History | Added to | 5,539 | 308 | 0.01% | 0.01% | 203 | +625 | 12.72% | Q2 2026 | Aug 03, 2026 |
| Carnegie Investment Counsel | History | No change | 5,485 | 305 | 0.01% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,383 | 300 | 0.0% | 0.0% | 205 | -291 | -5.13% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,332 | 297 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,266 | 293 | 0.0% | 0.0% | 207 | -4 | -0.08% | Q2 2026 | Aug 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,175 | 288 | 0.01% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Intellus Advisors LLC | History | No change | 5,165 | 288 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 5,146 | 286 | 0.01% | 0.02% | 211 | -1,898 | -26.94% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,120 | 286 | 0.0% | 0.0% | 210 | -104 | -1.99% | Q2 2026 | Jul 20, 2026 |
| Ancora Advisors LLC | History | No change | 5,100 | 284 | 0.01% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 5,064 | 282 | 0.0% | 0.0% | 213 | -199 | -3.78% | Q2 2026 | Jul 14, 2026 |
| ASSETMARK, INC | History | Reduced | 4,969 | 277 | 0.0% | 0.0% | 214 | -53 | -1.06% | Q2 2026 | Jul 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,961 | 276 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Analysts, LLC | History | Added to | 4,914 | 274 | 0.01% | 0.01% | 216 | +10 | 0.2% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | New | 4,885 | 272 | 0.01% | — | 217 | +4,885 | New | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | Reduced | 4,789 | 267 | 0.02% | 0.02% | 218 | -100 | -2.05% | Q2 2026 | Jul 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 4,774 | 266 | 0.0% | — | 219 | +4,774 | New | Q2 2026 | Jul 20, 2026 |
| HM PAYSON & CO | History | No change | 4,725 | 263 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JMG Financial Group, Ltd. | History | New | 4,703 | 262 | 0.01% | — | 221 | +4,703 | New | Q2 2026 | Jul 31, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,677 | 260 | 0.01% | 0.01% | 222 | +671 | 16.75% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 4,587 | 256 | 0.0% | 0.0% | 223 | +27 | 0.59% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | New | 4,777 | 255 | 0.01% | — | 224 | +4,777 | New | Q2 2026 | Jul 29, 2026 |
| Wedmont Private Capital | History | No change | 4,631 | 252 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Richmond Investment Services, LLC | History | New | 4,466 | 249 | 0.08% | — | 228 | +4,466 | New | Q2 2026 | Jul 27, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 4,474 | 249 | 0.02% | 0.02% | 226 | -200 | -4.28% | Q2 2026 | Aug 05, 2026 |
| Western Financial Corp/CA | History | Added to | 4,482 | 249 | 0.07% | 0.08% | 227 | +2 | 0.04% | Q2 2026 | Jul 22, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 4,455 | 248 | 0.01% | 0.01% | 229 | -21 | -0.47% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,446 | 247 | 0.0% | — | 230 | +4,446 | New | Q2 2026 | Sep 08, 2026 |
| HUB Investment Partners, LLC | History | New | 4,442 | 247 | 0.0% | — | 231 | +4,442 | New | Q2 2026 | Jul 31, 2026 |
| Fusion Capital, LLC | History | Added to | 4,404 | 245 | 0.06% | 0.05% | 232 | +8 | 0.18% | Q2 2026 | Aug 05, 2026 |
| Clark Asset Management, LLC | History | New | 4,370 | 243 | 0.02% | — | 233 | +4,370 | New | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | New | 4,354 | 242 | 0.0% | — | 234 | +4,354 | New | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | New | 4,336 | 241 | 0.0% | — | 236 | +4,336 | New | Q2 2026 | Jul 28, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 4,330 | 241 | 0.1% | 0.09% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Genesis Wealth Advisors, LLC | History | New | 4,320 | 240 | 0.14% | — | 237 | +4,320 | New | Q2 2026 | Aug 07, 2026 |
| Forum Financial Management, LP | History | New | 4,315 | 240 | 0.0% | — | 238 | +4,315 | New | Q2 2026 | Jul 23, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 4,300 | 239 | 0.06% | 0.06% | 239 | -105 | -2.38% | Q2 2026 | Jul 24, 2026 |
| Martin Capital Partners, LLC | History | New | 4,273 | 238 | 0.09% | — | 240 | +4,273 | New | Q2 2026 | Jul 07, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 4,211 | 234 | 0.18% | 0.18% | 241 | -412 | -8.91% | Q2 2026 | Aug 03, 2026 |
| Joel Isaacson & Co., LLC | History | New | 4,190 | 233 | 0.01% | — | 242 | +4,190 | New | Q2 2026 | Aug 04, 2026 |
| STEPHENS INC /AR/ | History | New | 4,165 | 232 | 0.0% | — | 243 | +4,165 | New | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 4,145 | 231 | 0.0% | — | 244 | +4,145 | New | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,114 | 229 | 0.0% | 0.0% | 245 | +8 | 0.19% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 4,100 | 228 | 0.0% | — | 246 | +4,100 | New | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,070 | 226 | 0.0% | — | 248 | +4,070 | New | Q2 2026 | Aug 10, 2026 |
| Plancorp, LLC | History | No change | 4,186 | 226 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hirtle & Co., LLC | History | New | 4,042 | 225 | 0.01% | — | 249 | +4,042 | New | Q2 2026 | Aug 14, 2026 |
| Maple Capital Management, Inc. | History | New | 4,025 | 224 | 0.01% | — | 250 | +4,025 | New | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | New | 3,923 | 218 | 0.1% | — | 253 | +3,923 | New | Q2 2026 | Jul 15, 2026 |
| Facet Wealth, Inc. | History | New | 3,920 | 218 | 0.0% | — | 252 | +3,920 | New | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,911 | 218 | 0.0% | 0.0% | 251 | -737 | -15.86% | Q2 2026 | Aug 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 3,881 | 216 | 0.01% | 0.01% | 254 | +7 | 0.18% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | New | 3,859 | 215 | 0.03% | — | 255 | +3,859 | New | Q2 2026 | Aug 10, 2026 |
| Columbia Bank | History | New | 3,849 | 214 | 0.05% | — | 256 | +3,849 | New | Q2 2026 | Jul 24, 2026 |
| Freedom Day Solutions, LLC | History | New | 3,775 | 210 | 0.05% | — | 257 | +3,775 | New | Q2 2026 | Jul 24, 2026 |
| Solitude Financial Services | History | New | 3,750 | 209 | 0.06% | — | 258 | +3,750 | New | Q2 2026 | Jul 24, 2026 |
| LJI Wealth Management, LLC | History | New | 3,625 | 202 | 0.03% | — | 260 | +3,625 | New | Q2 2026 | Jul 31, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,629 | 202 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clearwater Capital Advisors, LLC | History | New | 3,618 | 201 | 0.01% | — | 261 | +3,618 | New | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | New | 3,232 | 180 | 0.0% | — | 262 | +3,232 | New | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 3,193 | 178 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 3,114 | 173 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,071 | 171 | 0.0% | 0.0% | 265 | -276 | -8.25% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 3,001 | 167 | 0.0% | 0.0% | 266 | +12 | 0.4% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 2,789 | 155 | 0.0% | 0.0% | 267 | +147 | 5.56% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | Added to | 2,758 | 153 | 0.0% | 0.0% | 268 | +190 | 7.4% | Q2 2026 | Aug 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,680 | 149 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | New | 2,510 | 139 | 0.0% | — | 272 | +2,510 | New | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,500 | 139 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Torren Management, LLC | History | No change | 2,500 | 139 | 0.07% | 0.06% | 271 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 2,420 | 134 | 0.01% | 0.02% | 273 | -1,920 | -44.24% | Q2 2026 | Jul 21, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,380 | 132 | 0.04% | 0.03% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GAMMA Investing LLC | History | No change | 2,354 | 131 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 2,148 | 119 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,100 | 117 | 0.0% | 0.0% | 277 | -261 | -11.05% | Q2 2026 | Aug 13, 2026 |
| Pioneer Family Office, LLC | History | No change | 2,105 | 117 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tidemark, LLC | History | No change | 2,064 | 115 | 0.03% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard National Trust Co | History | No change | 1,855 | 103 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 1,773 | 98 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,732 | 96 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Addison Advisors LLC | History | No change | 1,625 | 90 | 0.04% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,604 | 89 | 0.0% | 0.0% | 284 | +267 | 19.97% | Q2 2026 | Aug 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,602 | 89 | 0.07% | 0.06% | 285 | +3 | 0.19% | Q2 2026 | Jul 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,727 | 79 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,342 | 74 | 0.0% | 0.0% | 287 | +374 | 38.64% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,313 | 73 | 0.01% | 0.01% | 288 | +9 | 0.69% | Q2 2026 | Jul 28, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,313 | 73 | 0.02% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Trust, LLC | History | Added to | 1,123 | 62 | 0.01% | 0.01% | 290 | +140 | 14.24% | Q2 2026 | Aug 06, 2026 |
| Sachetta, LLC | History | Added to | 1,107 | 61 | 0.03% | 0.03% | 291 | +2 | 0.18% | Q2 2026 | Jul 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,055 | 58 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TSFG, LLC | History | No change | 1,020 | 57 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Abound Wealth Management | History | Added to | 920 | 51 | 0.01% | 0.01% | 295 | +2 | 0.22% | Q2 2026 | Jul 10, 2026 |
| BOKF, NA | History | No change | 919 | 51 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hoese & Co LLP | History | No change | 860 | 47 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Coastline Trust Co | History | No change | 825 | 46 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Downshift Financial, LLC | History | New | 776 | 43 | 0.02% | — | 298 | +776 | New | Q2 2026 | Aug 12, 2026 |
| First Pacific Financial | History | Added to | 761 | 42 | 0.01% | 0.0% | 299 | +634 | 499.21% | Q2 2026 | Jul 20, 2026 |
| HOWE & RUSLING INC | History | No change | 725 | 40 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |