INVESCO EXCHANGE-TRADED FUND TRUST - PSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 491,416 | 92,297 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 458,708 | 86,154 | 0.58% | 0.58% | 2 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 452,067 | 84,907 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 427,456 | 80,284 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Warner Group LLC | History | No change | 346,221 | 65,027 | 16.01% | 16.01% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 227,087 | 42,651 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 180,087 | 33,823 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 147,328 | 27,671 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 121,790 | 22,874 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 118,245 | 22,208 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 111,300 | 20,904 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 104,303 | 19,590 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ROYAL BANK OF CANADA | History | No change | 102,297 | 19,213 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 95,364 | 17,911 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 83,876 | 15,760 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 81,058 | 15,224 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 76,027 | 14,279 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 75,435 | 14,153 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 73,190 | 13,746 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 70,900 | 13,316 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 69,311 | 13,018 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Members Advisory Group LLC | History | No change | 67,134 | 12,609 | 3.52% | 3.52% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Artesa Financial Group, LLC | History | No change | 65,177 | 12,241 | 10.46% | 10.46% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 72,117 | 12,128 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 52,037 | 9,773 | 0.11% | 0.11% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 51,607 | 9,692 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 47,249 | 8,874 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 46,122 | 8,663 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 44,415 | 8,341 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belvedere Trading LLC | History | No change | 43,600 | 8,188 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 39,947 | 7,502 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 34,117 | 6,407 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 34,008 | 6,387 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 24,913 | 4,679 | 0.31% | 0.31% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | No change | 24,828 | 4,663 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | No change | 21,215 | 3,984 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | No change | 22,944 | 3,971 | 0.54% | 0.54% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bawa N Mallick Trust | History | No change | 20,015 | 3,759 | 1.22% | 1.22% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 18,405 | 3,457 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triton Financial Group Inc | History | No change | 17,887 | 3,359 | 1.93% | 1.93% | 40 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 17,690 | 3,322 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nilsine Partners, LLC | History | No change | 17,289 | 3,247 | 0.22% | 0.22% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 16,405 | 3,081 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Wealth Services, LLC | History | No change | 15,719 | 2,952 | 0.55% | 0.55% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | No change | 15,534 | 2,917 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 15,163 | 2,848 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 14,704 | 2,761 | 1.21% | 1.21% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 13,948 | 2,619 | 0.25% | 0.25% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 13,249 | 2,488 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Management Professionals, Inc. | History | No change | 13,019 | 2,445 | 0.23% | 0.23% | 50 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,711 | 2,387 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ramiah Investment Group | History | No change | 12,639 | 2,373 | 1.81% | 1.81% | 52 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mariner, LLC | History | No change | 12,168 | 2,285 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,944 | 2,243 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 11,425 | 2,145 | 1.22% | 1.22% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,762 | 2,021 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,950 | 1,822 | 0.03% | 0.04% | 57 | +39 | 0.33% | Q3 2026 | Oct 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 9,251 | 1,737 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 9,088 | 1,706 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,075 | 1,688 | 0.07% | 0.11% | 60 | -125 | -1.12% | Q3 2026 | Oct 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 8,891 | 1,669 | 0.77% | 0.77% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Secure Asset Management, LLC | History | No change | 8,672 | 1,628 | 0.23% | 0.23% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 8,600 | 1,615 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 8,549 | 1,605 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 8,487 | 1,594 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 451 | 1,546 | 0.13% | 0.13% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 8,125 | 1,526 | 0.17% | 0.17% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Caprock Group, LLC | History | No change | 7,975 | 1,497 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,542 | 1,416 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 7,486 | 1,406 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,386 | 1,387 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 7,379 | 1,386 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 7,384 | 1,386 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | No change | 7,295 | 1,370 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 7,242 | 1,360 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KKM Financial LLC | History | No change | 7,147 | 1,342 | 0.18% | 0.18% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 7,020 | 1,318 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 6,850 | 1,286 | 0.7% | 0.7% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Carr Financial Group Corp | History | No change | 6,551 | 1,230 | 0.28% | 0.28% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,528 | 1,226 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 6,372 | 1,196 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 6,036 | 1,133 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Wealth | History | No change | 5,958 | 1,119 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Square, LLC | History | No change | 6,830 | 1,088 | 0.48% | 0.48% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 5,740 | 1,078 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Berbice Capital Management LLC | History | Added to | 6,920 | 1,055 | 0.52% | 0.53% | 86 | +1,420 | 25.82% | Q3 2026 | Oct 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,164 | 970 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wellington Shields & Co., LLC | History | No change | 4,892 | 918 | 0.21% | 0.21% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McGuire Investment Group, LLC | History | No change | 4,698 | 882 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 4,587 | 861 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlackRock, Inc. | History | No change | 4,560 | 856 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Polaris Financial Partners | History | New | 8,541 | 848 | 0.38% | — | 92 | +8,541 | New | Q3 2026 | Oct 02, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 5,553 | 846 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,405 | 827 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,323 | 811 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,307 | 808 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,288 | 805 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 4,250 | 798 | 0.48% | 0.48% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WNY Asset Management, LLC | History | No change | 4,165 | 782 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,130 | 770 | 0.03% | 0.04% | 100 | -63 | -1.21% | Q3 2026 | Oct 09, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,054 | 761 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 4,025 | 755 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Independent Wealth Advisors LLC | History | No change | 3,972 | 746 | 0.68% | 0.68% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SFI Advisors, LLC | History | No change | 3,922 | 736 | 0.63% | 0.63% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | No change | 3,718 | 698 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,889 | 692 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,900 | 692 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 3,641 | 683 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dedeker Financial LLC | History | No change | 3,570 | 670 | 0.38% | 0.38% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 3,498 | 656 | 0.3% | 0.3% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Scientech Research LLC | History | No change | 3,442 | 646 | 0.52% | 0.52% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,417 | 641 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 3,382 | 635 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,377 | 634 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | No change | 3,294 | 618 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 3,877 | 591 | 0.42% | 0.54% | 116 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 3,072 | 576 | 0.12% | 0.12% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 2,973 | 558 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 2,955 | 554 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 2,929 | 550 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,928 | 549 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 2,925 | 549 | 0.12% | 0.12% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 2,922 | 548 | 0.23% | 0.23% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 2,844 | 534 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,828 | 531 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| StoneX Group Inc. | History | No change | 2,793 | 524 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 2,788 | 523 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harvest Investment Services, LLC | History | No change | 2,782 | 522 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,706 | 508 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 2,675 | 502 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KINTRA WEALTH, LLC | History | No change | 3,297 | 499 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,635 | 495 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fulcrum Equity Management | History | No change | 2,631 | 494 | 0.36% | 0.36% | 133 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,595 | 487 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | No change | 2,595 | 487 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,513 | 471 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NovaPoint Capital, LLC | History | No change | 2,511 | 471 | 0.1% | 0.1% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 3,000 | 457 | 0.24% | 0.3% | 138 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| EQUITABLE TRUST CO | History | No change | 2,989 | 455 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,981 | 454 | 0.02% | 0.03% | 140 | +111 | 3.87% | Q3 2026 | Oct 13, 2026 |
| Wedmont Private Capital | History | Reduced | 2,999 | 450 | 0.01% | 0.03% | 141 | -2,743 | -47.77% | Q3 2026 | Oct 09, 2026 |
| Focus Financial Network, Inc. | History | No change | 2,390 | 448 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sigma Planning Corp | History | No change | 2,368 | 444 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,972 | 440 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,339 | 439 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GTS SECURITIES LLC | History | No change | 2,310 | 433 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 2,403 | 430 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 2,176 | 408 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VestGen Advisors, LLC | History | No change | 2,132 | 400 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seek First Inc. | History | No change | 2,104 | 395 | 0.25% | 0.25% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Transcendent Capital Group LLC | History | No change | 2,095 | 393 | 0.15% | 0.15% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 2,064 | 387 | 0.12% | 0.12% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Financial Corp/CA | History | No change | 2,029 | 381 | 0.11% | 0.11% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Greenline Wealth Management LLC | History | No change | 1,996 | 374 | 0.31% | 0.31% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waverly Advisors, LLC | History | No change | 1,979 | 371 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | No change | 1,905 | 357 | 0.34% | 0.34% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 1,893 | 355 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Asset Management, LLC | History | No change | 1,875 | 352 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,855 | 348 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Concentrum Wealth Management | History | No change | 1,845 | 346 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Andina Capital Management, LLC | History | No change | 1,828 | 343 | 0.55% | 0.55% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 1,816 | 341 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WASHINGTON TRUST Co | History | No change | 1,814 | 340 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONECO ADVISORS, LLC | History | No change | 1,795 | 337 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clarus Wealth Advisors | History | No change | 2,250 | 335 | 0.12% | 0.13% | 165 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 2,348 | 334 | 0.13% | 0.13% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 1,664 | 312 | 0.13% | 0.13% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 2,036 | 310 | 0.21% | 0.23% | 169 | +210 | 11.5% | Q3 2026 | Oct 07, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 2,036 | 310 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| HighPoint Advisor Group LLC | History | No change | 1,588 | 298 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Certified Advisory Corp | History | No change | 1,554 | 291 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | No change | 1,529 | 287 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 1,520 | 285 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREENLEAF TRUST | History | No change | 1,513 | 284 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 1,500 | 281 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 1,443 | 271 | 0.17% | 0.17% | 176 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 1,800 | 270 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 1,435 | 269 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Empirical Asset Management, LLC | History | No change | 1,434 | 269 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Retirement Planning Group, LLC | History | No change | 1,427 | 268 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 1,390 | 261 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,368 | 257 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Soltis Investment Advisors LLC | History | No change | 1,353 | 254 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 1,345 | 252 | 0.1% | 0.1% | 184 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,271 | 238 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 1,266 | 237 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,236 | 232 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,200 | 225 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH EFFECTS LLC | History | No change | 1,200 | 225 | 0.06% | 0.06% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,189 | 223 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,169 | 220 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 1,137 | 213 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 1,136 | 213 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,101 | 207 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 1,094 | 205 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,084 | 189 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 965 | 181 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 926 | 173 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aspect Partners, LLC | History | No change | 912 | 171 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 891 | 167 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 782 | 146 | 0.11% | 0.11% | 201 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 944 | 143 | 0.0% | 0.0% | 202 | +311 | 49.13% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 752 | 141 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 750 | 140 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 649 | 121 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 543 | 101 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 497 | 93 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 450 | 84 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 425 | 79 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 417 | 78 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 507 | 77 | 0.0% | — | 211 | +507 | New | Q3 2026 | Oct 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 373 | 70 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 300 | 56 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cheviot Value Management, LLC | History | No change | 300 | 56 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Capital Management LLC | History | No change | 300 | 56 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 288 | 54 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Luminist Capital LLC | History | No change | 286 | 53 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 271 | 50 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 259 | 48 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 251 | 47 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 229 | 43 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 231 | 43 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 228 | 42 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Mountain Advisors LLC | History | No change | 190 | 35 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Go Invest LLC | History | Added to | 223 | 34 | 0.01% | 0.01% | 225 | +5 | 2.29% | Q3 2026 | Oct 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 169 | 31 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 190 | 28 | 0.0% | 0.0% | 227 | +10 | 5.56% | Q3 2026 | Oct 08, 2026 |
| GODSEY & GIBB, INC | History | No change | 140 | 26 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Larson Financial Group LLC | History | No change | 127 | 23 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | No change | 121 | 22 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 99 | 18 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nova Wealth Management, Inc. | History | No change | 69 | 12 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Caldwell Trust Co | History | No change | 67 | 12 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 60 | 11 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 29 | 5 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 25 | 4 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning Group LLC | History | No change | 24 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHP Wealth Management | History | No change | 6 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -7,170 | -100.0% | Q3 2026 | Oct 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,298 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,088 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -778 | -100.0% | Q3 2026 | Oct 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -150 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Asset Dedication, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Meramec Financial Planners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |