INVESCO EXCHANGE-TRADED FUND TRUST - PWB
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 | 1,917,599 | 323,038 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 915,160 | 154,168 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 730,757 | 123,103 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 580,687 | 97,822 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 334,047 | 56,239 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 311,747 | 50,550 | 0.11% | 0.12% | 6 | +6,642 | 2.18% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 231,529 | 39,003 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 210,728 | 34,169 | 6.23% | — | 8 | +210,728 | New | Q3 2026 | Oct 20, 2026 |
| Center for Wealth Management Advisory | History | Added to | 207,500 | 33,646 | 20.86% | 21.62% | 9 | +3,041 | 1.49% | Q3 2026 | Oct 23, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 195,922 | 31,768 | 9.34% | 10.65% | 10 | -19,300 | -8.97% | Q3 2026 | Oct 08, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 172,951 | 29,135 | 5.27% | 5.27% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 165,763 | 27,924 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wharton Business Group, LLC | History | No change | 160,799 | 27,088 | 0.91% | 0.91% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 143,104 | 24,107 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 143,763 | 23,311 | 0.98% | 0.9% | 15 | +19,456 | 15.65% | Q3 2026 | Nov 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 137,847 | 23,221 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 142,711 | 23,140 | 0.07% | 0.06% | 17 | +27,509 | 23.88% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 135,429 | 22,815 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 123,695 | 20,837 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WIN ADVISORS, INC | History | No change | 120,372 | 20,277 | 7.23% | 7.23% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 115,120 | 19,393 | 0.12% | 0.12% | 21 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 114,865 | 19,350 | 0.19% | 0.19% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 118,037 | 19,139 | 0.02% | 0.03% | 23 | -22,016 | -15.72% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 111,487 | 18,781 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 110,338 | 17,649 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 111,298 | 17,355 | 9.02% | 9.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 95,760 | 15,527 | 0.02% | 0.02% | 27 | -1,768 | -1.81% | Q3 2026 | Oct 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 91,100 | 15,346 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 87,023 | 14,659 | 0.76% | 0.76% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 89,953 | 14,585 | 1.81% | 1.89% | 30 | -873 | -0.96% | Q3 2026 | Oct 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 79,580 | 13,406 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 78,013 | 13,141 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 75,094 | 12,650 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 68,254 | 11,498 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prostatis Group LLC | History | No change | 53,570 | 9,024 | 2.1% | 2.1% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Welch Financial Planning, LLC | History | No change | 53,401 | 8,995 | 5.24% | 5.24% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 53,927 | 8,744 | 2.81% | 2.9% | 37 | -14 | -0.03% | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 49,443 | 8,329 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 45,920 | 7,735 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 42,634 | 7,182 | 0.69% | 0.69% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 43,623 | 7,073 | 0.21% | 0.23% | 41 | -1,261 | -2.81% | Q3 2026 | Nov 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 43,441 | 7,043 | 0.2% | 0.22% | 42 | -1,753 | -3.88% | Q3 2026 | Oct 13, 2026 |
| Forge Financial Services LLC | History | No change | 38,987 | 6,568 | 0.57% | 0.57% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 34,763 | 5,856 | 1.16% | 1.16% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 35,409 | 5,741 | 0.18% | 0.18% | 45 | +765 | 2.21% | Q3 2026 | Oct 30, 2026 |
| Firestone Capital Management | History | Reduced | 33,417 | 5,418 | 1.01% | 1.05% | 46 | -70 | -0.21% | Q3 2026 | Nov 03, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 27,904 | 4,700 | 0.41% | 0.41% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 27,753 | 4,675 | 0.62% | 0.62% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,936 | 4,529 | 0.03% | 0.01% | 49 | +20,735 | 287.95% | Q3 2026 | Oct 16, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 29,499 | 4,378 | 0.08% | 0.11% | 50 | -4,650 | -13.62% | Q3 2026 | Oct 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 25,596 | 4,313 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CROBAN | History | No change | 25,037 | 4,217 | 1.86% | 1.86% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 24,545 | 4,135 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 24,730 | 4,009 | 1.28% | 1.57% | 54 | -4,159 | -14.4% | Q3 2026 | Oct 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 22,903 | 3,858 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 23,621 | 3,830 | 0.19% | 0.21% | 56 | -266 | -1.11% | Q3 2026 | Oct 28, 2026 |
| FMR LLC | History | No change | 21,983 | 3,703 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 22,468 | 3,643 | 0.18% | 0.11% | 58 | +11,118 | 97.96% | Q3 2026 | Oct 21, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 22,022 | 3,570 | 0.32% | 0.34% | 59 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 20,138 | 3,392 | 0.45% | 0.45% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WESPAC Advisors, LLC | History | New | 20,736 | 3,362 | 1.7% | — | 61 | +20,736 | New | Q3 2026 | Oct 26, 2026 |
| Merit Financial Group, LLC | History | No change | 19,478 | 3,281 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 19,862 | 3,220 | 0.05% | 0.05% | 63 | +3,065 | 18.25% | Q3 2026 | Oct 21, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 18,822 | 3,051 | 0.2% | 0.2% | 64 | +1,047 | 5.89% | Q3 2026 | Oct 08, 2026 |
| Bleakley Financial Group, LLC | History | No change | 18,089 | 3,047 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 18,074 | 3,044 | 0.15% | 0.15% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 17,272 | 2,909 | 0.92% | 0.92% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,936 | 2,853 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,561 | 2,847 | 0.02% | 0.02% | 69 | +626 | 3.7% | Q3 2026 | Oct 08, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 16,562 | 2,685 | 1.84% | 1.59% | 71 | +2,953 | 21.7% | Q3 2026 | Oct 08, 2026 |
| RiverTree Advisors, LLC | History | Added to | 16,561 | 2,685 | 1.6% | 1.43% | 70 | +2,183 | 15.18% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,264 | 2,637 | 0.0% | 0.0% | 72 | +1,415 | 9.53% | Q3 2026 | Nov 05, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 16,262 | 2,636 | 2.23% | 2.57% | 73 | -1,880 | -10.36% | Q3 2026 | Oct 29, 2026 |
| Empirical Asset Management, LLC | History | No change | 15,282 | 2,574 | 0.58% | 0.58% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 15,844 | 2,569 | 0.25% | 0.24% | 75 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,239 | 2,567 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 13,465 | 2,268 | 0.29% | 0.29% | 77 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Prism Advisors, Inc. | History | Reduced | 12,946 | 2,114 | 0.53% | 0.56% | 78 | -821 | -5.96% | Q3 2026 | Oct 09, 2026 |
| Wealthspire Retirement, LLC | History | No change | 12,267 | 2,066 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investors Research Corp | History | Reduced | 12,483 | 2,024 | 0.36% | 0.39% | 80 | -565 | -4.33% | Q3 2026 | Oct 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,334 | 1,999 | 0.03% | 0.03% | 81 | +4 | 0.03% | Q3 2026 | Nov 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,101 | 1,870 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 11,055 | 1,862 | 1.34% | 1.34% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 11,228 | 1,820 | 0.06% | 0.06% | 84 | -280 | -2.43% | Q3 2026 | Oct 14, 2026 |
| Caldwell Trust Co | History | New | 11,152 | 1,808 | 0.14% | — | 85 | +11,152 | New | Q3 2026 | Oct 30, 2026 |
| IHT Wealth Management, LLC | History | No change | 10,615 | 1,788 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,008 | 1,785 | 0.02% | 0.02% | 87 | -1,108 | -9.14% | Q3 2026 | Oct 23, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Reduced | 10,626 | 1,723 | 2.05% | 1.56% | 88 | -285 | -2.61% | Q3 2026 | Oct 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,365 | 1,680 | 0.03% | 0.03% | 89 | -22 | -0.21% | Q3 2026 | Oct 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 9,930 | 1,610 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| World Investment Advisors | History | No change | 12,667 | 1,595 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 9,111 | 1,534 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 8,752 | 1,474 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 8,623 | 1,452 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Certified Advisory Corp | History | New | 8,724 | 1,414 | 0.12% | — | 95 | +8,724 | New | Q3 2026 | Oct 29, 2026 |
| Cambria Investment Management, L.P. | History | No change | 8,337 | 1,404 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 8,337 | 1,404 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 8,498 | 1,398 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,169 | 1,376 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,106 | 1,365 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,852 | 1,322 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,608 | 1,281 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Secure Asset Management, LLC | History | Reduced | 7,756 | 1,257 | 0.17% | 0.18% | 103 | -17 | -0.22% | Q3 2026 | Oct 19, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,251 | 1,218 | 0.02% | 0.02% | 104 | +72 | 0.88% | Q3 2026 | Nov 04, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 7,173 | 1,163 | 0.5% | 0.49% | 105 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Creative Planning | History | Added to | 7,158 | 1,160 | 0.0% | 0.0% | 106 | +215 | 3.1% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 6,612 | 1,113 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,550 | 1,103 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,780 | 1,099 | 0.02% | 0.02% | 109 | -274 | -3.88% | Q3 2026 | Nov 03, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 6,739 | 1,092 | 0.27% | 0.3% | 110 | +182 | 2.78% | Q3 2026 | Oct 20, 2026 |
| Maia Wealth LLC | History | Reduced | 6,585 | 1,067 | 0.15% | 0.2% | 111 | -1,342 | -16.93% | Q3 2026 | Oct 19, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 6,477 | 1,050 | 0.01% | 0.01% | 112 | -537 | -7.66% | Q3 2026 | Oct 26, 2026 |
| HighPoint Advisor Group LLC | History | No change | 6,191 | 1,042 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 6,370 | 1,032 | 0.16% | 0.16% | 114 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,842 | 984 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,691 | 958 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 5,853 | 949 | 0.01% | 0.01% | 117 | -80 | -1.35% | Q3 2026 | Oct 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 5,847 | 948 | 0.15% | 0.15% | 118 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,736 | 936 | 0.0% | 0.0% | 119 | +496 | 9.47% | Q3 2026 | Oct 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,563 | 902 | 0.07% | 0.07% | 120 | +302 | 5.74% | Q3 2026 | Oct 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 5,464 | 885 | 0.03% | 0.04% | 121 | -40 | -0.73% | Q3 2026 | Oct 26, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 5,324 | 863 | 0.12% | 0.17% | 122 | -514 | -8.8% | Q3 2026 | Oct 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 5,003 | 842 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,959 | 835 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bawa N Mallick Trust | History | No change | 4,709 | 793 | 0.26% | 0.26% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | New | 4,819 | 786 | 0.02% | — | 126 | +4,819 | New | Q3 2026 | Oct 09, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,843 | 785 | 0.15% | 0.16% | 127 | -82 | -1.66% | Q3 2026 | Oct 16, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 4,590 | 773 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,440 | 747 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 4,302 | 724 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 4,244 | 714 | 0.41% | 0.41% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,338 | 703 | 0.01% | 0.01% | 132 | -725 | -14.32% | Q3 2026 | Oct 30, 2026 |
| Quantinno Capital Management LP | History | No change | 4,031 | 679 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 4,000 | 673 | 0.18% | 0.18% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 3,893 | 655 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HFG Advisors, Inc. | History | No change | 3,850 | 648 | 0.4% | 0.4% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chancellor Financial Group WB LP | History | No change | 3,749 | 631 | 0.39% | 0.39% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regatta Research & Money Management | History | No change | 3,623 | 610 | 0.58% | 0.58% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,616 | 609 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Integrated Advisors Network LLC | History | Added to | 3,722 | 603 | 0.03% | 0.03% | 140 | +113 | 3.13% | Q3 2026 | Oct 20, 2026 |
| Traction Financial Partners, LLC | History | No change | 3,553 | 598 | 0.32% | 0.32% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,533 | 595 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Independent Advisor Alliance | History | No change | 3,512 | 591 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 3,482 | 586 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | No change | 3,407 | 573 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Urban Wealth Management, LLC | History | Added to | 3,487 | 565 | 0.51% | 0.43% | 146 | +565 | 19.34% | Q3 2026 | Oct 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 3,336 | 540 | 0.02% | 0.02% | 147 | -4,100 | -55.14% | Q3 2026 | Oct 21, 2026 |
| Eagle Bay Advisors LLC | History | No change | 3,301 | 535 | 0.39% | 0.42% | 148 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,115 | 524 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,226 | 523 | 0.39% | 0.4% | 150 | +62 | 1.96% | Q3 2026 | Oct 23, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 3,223 | 522 | 0.1% | 0.11% | 151 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| IAM Advisory, LLC | History | No change | 3,065 | 516 | 0.1% | 0.1% | 152 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Carrera Capital Advisors | History | No change | 3,055 | 495 | 0.07% | 0.08% | 153 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 3,040 | 492 | 0.11% | 0.12% | 154 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,902 | 488 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 2,981 | 483 | 0.02% | 0.03% | 156 | -800 | -21.16% | Q3 2026 | Nov 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,815 | 474 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 2,761 | 465 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 2,834 | 459 | 0.14% | 0.12% | 159 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 2,624 | 442 | 0.2% | 0.2% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 2,509 | 422 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 2,395 | 403 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,483 | 402 | 0.01% | 0.01% | 163 | -50 | -1.97% | Q3 2026 | Nov 04, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,338 | 393 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investment Advisory Group, LLC | History | No change | 2,300 | 387 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 2,265 | 381 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 2,320 | 376 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Verum Partners LLC | History | No change | 2,318 | 375 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,304 | 373 | 0.09% | 0.09% | 169 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Alamar Capital Management, LLC | History | Added to | 2,256 | 365 | 0.19% | 0.19% | 170 | +6 | 0.27% | Q3 2026 | Nov 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 2,200 | 365 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,237 | 363 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Belvedere Trading LLC | History | Reduced | 2,200 | 356 | 0.0% | 0.0% | 173 | -8,300 | -79.05% | Q3 2026 | Nov 05, 2026 |
| PFG Advisors | History | Added to | 2,079 | 337 | 0.02% | 0.02% | 175 | +266 | 14.67% | Q3 2026 | Oct 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,001 | 337 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,052 | 337 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 2,004 | 337 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,957 | 329 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,954 | 329 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key Capital Management, INC | History | New | 2,027 | 328 | 0.12% | — | 180 | +2,027 | New | Q3 2026 | Nov 03, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,900 | 320 | 0.12% | 0.12% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,971 | 319 | 0.01% | 0.02% | 182 | -17 | -0.86% | Q3 2026 | Oct 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 1,885 | 317 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signet Private Wealth LLC | History | No change | 1,856 | 312 | 0.25% | 0.25% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFSG, LLC | History | No change | 1,880 | 304 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Brookstone Capital Management | History | New | 1,836 | 297 | 0.0% | — | 186 | +1,836 | New | Q3 2026 | Oct 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,739 | 292 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 3,050 | 288 | 0.3% | 0.3% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NorthRock Partners, LLC | History | No change | 1,707 | 287 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Wealth Management, LLC | History | No change | 1,775 | 287 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Lido Advisors, LLC | History | Added to | 1,754 | 284 | 0.0% | 0.0% | 191 | +112 | 6.82% | Q3 2026 | Nov 04, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,668 | 280 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 1,652 | 278 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | No change | 1,715 | 278 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,658 | 268 | 0.0% | — | 195 | +1,658 | New | Q3 2026 | Oct 28, 2026 |
| Dakota Wealth Management | History | No change | 1,590 | 267 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,581 | 266 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 1,615 | 261 | 0.06% | 0.07% | 198 | -2 | -0.12% | Q3 2026 | Oct 27, 2026 |
| Key FInancial Inc | History | Added to | 1,596 | 258 | 0.04% | 0.04% | 199 | +111 | 7.47% | Q3 2026 | Nov 02, 2026 |
| Seneca Financial Advisors LLC | History | No change | 1,582 | 256 | 0.07% | 0.07% | 200 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 1,519 | 255 | 0.09% | 0.09% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Serenity Investment Advisors | History | No change | 1,550 | 251 | 0.11% | 0.1% | 202 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 1,504 | 249 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 1,477 | 248 | 0.1% | 0.1% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vertex Planning Partners, LLC | History | No change | 1,469 | 247 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 1,520 | 234 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,352 | 227 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,349 | 227 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 1,344 | 226 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 1,352 | 219 | 0.05% | 0.04% | 211 | +151 | 12.57% | Q3 2026 | Oct 16, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 1,305 | 219 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,282 | 216 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 1,275 | 214 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | No change | 1,286 | 208 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,196 | 201 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | Added to | 1,138 | 184 | 0.0% | 0.0% | 216 | +85 | 8.07% | Q3 2026 | Oct 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 1,089 | 176 | 0.0% | 0.0% | 217 | -66 | -5.71% | Q3 2026 | Oct 27, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,012 | 164 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| EASTERN BANK | History | No change | 1,000 | 162 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| AE Wealth Management LLC | History | No change | 887 | 149 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 722 | 117 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BlackRock, Inc. | History | No change | 686 | 115 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFS Partners, LLC | History | No change | 650 | 105 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| US BANCORP \DE\ | History | No change | 602 | 97 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Arax Advisory Partners | History | No change | 549 | 92 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOKF, NA | History | No change | 500 | 81 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 485 | 81 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GoalVest Advisory LLC | History | No change | 411 | 66 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| CX Institutional | History | No change | 350 | 57 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Jacobi Capital Management LLC | History | New | 341 | 55 | 0.0% | — | 230 | +341 | New | Q3 2026 | Nov 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 257 | 43 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 265 | 42 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MidFirst Bank | History | No change | 246 | 41 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 162 | 27 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 158 | 26 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 147 | 24 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Fortitude Family Office, LLC | History | No change | 149 | 24 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Bank & Trust Co | History | No change | 144 | 23 | 0.01% | 0.02% | 238 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Beacon Capital Management, Inc. | History | No change | 137 | 22 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Capital Advisor Network LLC | History | No change | 84 | 14 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 78 | 13 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 82 | 13 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 83 | 13 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 47 | 7 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 38 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CoreCap Advisors, LLC | History | New | 33 | 5 | 0.0% | — | 247 | +33 | New | Q3 2026 | Oct 08, 2026 |
| Noble Wealth Management PBC | History | No change | 35 | 5 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Operose Advisors LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 8 | 1 | 0.0% | — | 250 | +8 | New | Q3 2026 | Oct 21, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 7 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 1.15% | — | -17,709 | -100.0% | Q3 2026 | Oct 28, 2026 |
| First Nebraska Trust Co | History | Closed out | 0 | 0 | — | 0.03% | — | -1,844 | -100.0% | Q3 2026 | Oct 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q3 2026 | Nov 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q3 2026 | Nov 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,076 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2026 | Nov 05, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |