INVESCO EXCHANGE-TRADED FUND TRUST - PWV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,694,080 | 279,900 | 0.01% | 0.01% | 1 | +161,680 | 4.58% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 2,270,178 | 172,011 | 0.04% | 0.04% | 2 | +230,202 | 11.28% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 827,805 | 62,722 | 0.0% | 0.0% | 3 | +6,723 | 0.82% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 564,589 | 42,778 | 0.01% | 0.01% | 4 | +24,610 | 4.56% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 492,625 | 37,326 | 0.02% | 0.02% | 5 | -27,159 | -5.23% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 461,900 | 34,998 | 0.53% | 0.44% | 6 | +74,900 | 19.35% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Reduced | 448,413 | 33,976 | 0.0% | 0.0% | 7 | -16,668 | -3.58% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 330,061 | 25,008 | 2.48% | 2.51% | 8 | +7,143 | 2.21% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 287,183 | 21,759 | 0.03% | 0.03% | 9 | -50,207 | -14.88% | Q2 2026 | Jul 29, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 246,888 | 18,706 | 4.09% | 3.93% | 10 | +7,344 | 3.07% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 224,439 | 17,005 | 0.1% | 0.01% | 11 | +207,927 | 1259.25% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | Added to | 221,590 | 16,789 | 0.61% | 0.59% | 12 | +10,709 | 5.08% | Q2 2026 | Aug 11, 2026 |
| SPWM Advisors LLC | History | Added to | 204,744 | 16,115 | 14.89% | 11.16% | 13 | +28,627 | 16.25% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 196,174 | 14,864 | 0.0% | 0.0% | 14 | -7,649 | -3.75% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 163,533 | 12,392 | 0.01% | 0.01% | 15 | +50,173 | 44.26% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 161,665 | 12,249 | 0.12% | 0.13% | 16 | -1,905 | -1.16% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 161,023 | 12,200 | 0.04% | 0.04% | 17 | -6,033 | -3.61% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 159,560 | 12,089 | 0.0% | 0.0% | 18 | -2,595 | -1.6% | Q2 2026 | Aug 14, 2026 |
| Wharton Business Group, LLC | History | No change | 155,635 | 11,792 | 0.39% | 0.41% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | Added to | 142,748 | 10,816 | 0.56% | 0.55% | 20 | +5,598 | 4.08% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 128,295 | 9,721 | 0.0% | 0.0% | 21 | -3,471 | -2.63% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 127,080 | 9,628 | 0.01% | 0.02% | 22 | +1,070 | 0.85% | Q2 2026 | Aug 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 103,489 | 7,841 | 0.71% | 0.75% | 23 | -60 | -0.06% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 102,602 | 7,774 | 0.01% | 0.01% | 24 | -1,153 | -1.11% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 101,373 | 7,681 | 0.58% | 0.59% | 25 | -729 | -0.71% | Q2 2026 | Jul 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 93,337 | 7,072 | 0.03% | 0.03% | 26 | -1,636 | -1.72% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | Added to | 86,590 | 6,560 | 0.01% | 0.01% | 27 | +1,076 | 1.26% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 84,548 | 6,406 | 0.04% | 0.05% | 28 | -22,528 | -21.04% | Q2 2026 | Aug 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 72,693 | 5,507 | 0.12% | 0.12% | 29 | +2,585 | 3.69% | Q2 2026 | Jul 17, 2026 |
| Pathstone Holdings, LLC | History | New | 69,013 | 5,229 | 0.02% | — | 30 | +69,013 | New | Q2 2026 | Aug 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 69,013 | 4,810 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 63,358 | 4,800 | 1.69% | 1.99% | 32 | -4,895 | -7.17% | Q2 2026 | Jul 30, 2026 |
| Rose Capital Advisors LLC | History | New | 60,314 | 4,570 | 2.29% | — | 33 | +60,314 | New | Q2 2026 | Aug 07, 2026 |
| AGH Wealth Advisors, LLC | History | Added to | 54,415 | 4,124 | 2.6% | 2.69% | 34 | +1,944 | 3.7% | Q2 2026 | Jul 22, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 52,645 | 3,988 | 1.82% | 1.93% | 35 | +281 | 0.54% | Q2 2026 | Aug 11, 2026 |
| Cooksen Wealth, LLC | History | No change | 51,511 | 3,902 | 2.46% | 2.61% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 49,624 | 3,759 | 0.03% | 0.03% | 37 | -319 | -0.64% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 48,843 | 3,746 | 0.0% | 0.0% | 38 | +2,380 | 5.12% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 41,832 | 3,169 | 0.0% | 0.0% | 39 | +15,676 | 59.93% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 39,100 | 2,962 | 0.0% | — | 40 | +39,100 | New | Q2 2026 | Aug 14, 2026 |
| Firestone Capital Management | History | No change | 37,363 | 2,830 | 0.53% | 0.54% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 35,524 | 2,735 | 0.0% | 0.0% | 42 | +16,910 | 90.85% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 35,605 | 2,697 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 33,131 | 2,510 | 0.0% | 0.0% | 44 | +14,196 | 74.97% | Q2 2026 | Aug 19, 2026 |
| Baird Financial Group, Inc. | History | Added to | 31,742 | 2,405 | 0.0% | 0.0% | 45 | +13 | 0.04% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,734 | 2,177 | 0.01% | 0.01% | 46 | -1,506 | -4.98% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 28,583 | 2,165 | 0.0% | 0.0% | 47 | +3,077 | 12.06% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | Reduced | 27,846 | 2,109 | 0.06% | 0.07% | 48 | -2,907 | -9.45% | Q2 2026 | Jul 15, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 26,498 | 2,007 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 26,019 | 1,971 | 0.0% | 0.0% | 50 | +363 | 1.41% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 24,130 | 1,828 | 0.04% | 0.04% | 51 | +8,887 | 58.3% | Q2 2026 | Aug 14, 2026 |
| Evolution Advisers, Inc. | History | No change | 23,796 | 1,803 | 0.66% | 0.7% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 23,299 | 1,765 | 2.28% | 1.99% | 53 | +4,309 | 22.69% | Q2 2026 | Jul 29, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 22,289 | 1,688 | 1.06% | 1.15% | 54 | +120 | 0.54% | Q2 2026 | Jul 07, 2026 |
| FMR LLC | History | Added to | 21,631 | 1,639 | 0.0% | 0.0% | 55 | +1,997 | 10.17% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 18,520 | 1,403 | 0.0% | 0.0% | 56 | +7,835 | 73.33% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 18,510 | 1,402 | 0.05% | 0.05% | 57 | +1,000 | 5.71% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 18,080 | 1,370 | 0.0% | 0.0% | 58 | -124 | -0.68% | Q2 2026 | Aug 12, 2026 |
| Evercore Wealth Management, LLC | History | No change | 17,782 | 1,347 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CPC Advisors, LLC | History | Reduced | 16,858 | 1,277 | 0.17% | 0.2% | 60 | -973 | -5.46% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 15,686 | 1,188 | 0.0% | 0.0% | 61 | +70 | 0.45% | Q2 2026 | Aug 05, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 15,465 | 1,171 | 0.17% | 0.14% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 71 West Capital Partners | History | No change | 15,369 | 1,164 | 0.04% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 14,490 | 1,126 | 0.14% | 0.14% | 64 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 14,440 | 1,094 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 14,407 | 1,091 | 0.0% | 0.0% | 66 | +172 | 1.21% | Q2 2026 | Aug 13, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 14,265 | 1,080 | 0.28% | 0.31% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,224 | 1,077 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | Reduced | 13,332 | 1,010 | 0.08% | 0.09% | 69 | -1,760 | -11.66% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 13,162 | 997 | 0.0% | 0.0% | 70 | -87 | -0.66% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 13,152 | 996 | 0.09% | 0.1% | 71 | -216 | -1.62% | Q2 2026 | Jul 28, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 12,872 | 975 | 0.36% | 0.38% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 12,672 | 960 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 11,799 | 894 | 0.04% | 0.04% | 74 | -645 | -5.18% | Q2 2026 | Jul 22, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 11,292 | 855 | 0.05% | 0.05% | 75 | -23 | -0.2% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 11,199 | 848 | 0.0% | 0.0% | 76 | -111 | -0.98% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,912 | 826 | 0.0% | 0.0% | 77 | -134 | -1.21% | Q2 2026 | Aug 12, 2026 |
| Retirement Investment Advisors, Inc. | History | Reduced | 10,368 | 814 | 0.06% | 0.06% | 78 | -3 | -0.03% | Q2 2026 | Jul 15, 2026 |
| MSH Capital Advisors LLC | History | No change | 10,387 | 787 | 0.14% | 0.15% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,380 | 786 | 0.0% | — | 80 | +10,380 | New | Q2 2026 | Sep 02, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 10,117 | 766 | 0.11% | 0.12% | 81 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SimpliFi, Inc. | History | Added to | 9,853 | 746 | 0.29% | 0.28% | 82 | +153 | 1.58% | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,808 | 743 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OPPENHEIMER & CO INC | History | No change | 9,545 | 723 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 8,750 | 663 | 0.0% | 0.0% | 85 | -969 | -9.97% | Q2 2026 | Aug 05, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 8,610 | 652 | 0.18% | 0.18% | 86 | +192 | 2.28% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | Added to | 8,172 | 619 | 0.01% | 0.01% | 87 | +11 | 0.13% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | Added to | 8,071 | 611 | 0.0% | 0.0% | 88 | +6,071 | 303.55% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,834 | 593 | 0.0% | 0.0% | 89 | -13,867 | -63.9% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 7,606 | 576 | 0.52% | 0.49% | 90 | +242 | 3.29% | Q2 2026 | Jul 16, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 7,280 | 551 | 0.04% | 0.03% | 91 | +1,042 | 16.7% | Q2 2026 | Jul 08, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 7,119 | 539 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Added to | 6,825 | 517 | 0.01% | 0.0% | 93 | +904 | 15.27% | Q2 2026 | Jul 28, 2026 |
| RDA Financial Network | History | No change | 6,800 | 515 | 0.11% | 0.12% | 94 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 6,750 | 511 | 0.03% | 0.03% | 95 | -165 | -2.39% | Q2 2026 | Aug 14, 2026 |
| TCTC Holdings, LLC | History | No change | 6,547 | 496 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCF Advisors LLC | History | No change | 6,500 | 492 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wedmont Private Capital | History | No change | 6,223 | 484 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,359 | 481 | 0.01% | 0.01% | 99 | +6 | 0.09% | Q2 2026 | Aug 06, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 6,049 | 458 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,937 | 449 | 0.0% | 0.0% | 101 | -384 | -6.07% | Q2 2026 | Jul 27, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 5,917 | 448 | 0.01% | 0.0% | 102 | +2,684 | 83.02% | Q2 2026 | Aug 14, 2026 |
| Parker Financial LLC | History | No change | 5,917 | 448 | 0.16% | 0.16% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 5,825 | 441 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 5,810 | 440 | 0.02% | 0.02% | 105 | +20 | 0.35% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,746 | 435 | 0.01% | 0.01% | 106 | -99 | -1.69% | Q2 2026 | Jul 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 5,461 | 413 | 0.1% | 0.11% | 107 | +16 | 0.29% | Q2 2026 | Jul 24, 2026 |
| Hegarty Advisors, LLC | History | New | 5,448 | 412 | 0.28% | — | 108 | +5,448 | New | Q2 2026 | Jul 27, 2026 |
| GREENLEAF TRUST | History | No change | 5,388 | 408 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dodds Wealth, LLC | History | No change | 5,239 | 396 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,155 | 390 | 0.0% | 0.0% | 111 | +1,861 | 56.5% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,082 | 385 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,077 | 384 | 0.01% | 0.01% | 113 | -7 | -0.14% | Q2 2026 | Jul 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 4,938 | 374 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | Added to | 4,891 | 370 | 0.0% | 0.0% | 115 | +1 | 0.02% | Q2 2026 | Aug 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 4,617 | 349 | 0.04% | 0.03% | 116 | +655 | 16.53% | Q2 2026 | Jul 09, 2026 |
| True Wealth Design, LLC | History | Reduced | 4,584 | 347 | 0.08% | 0.09% | 117 | -266 | -5.48% | Q2 2026 | Jul 16, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 4,469 | 338 | 0.06% | 0.07% | 118 | +17 | 0.38% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | Reduced | 4,349 | 329 | 0.01% | 0.02% | 119 | -25,203 | -85.28% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 4,119 | 312 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 4,095 | 310 | 0.1% | 0.11% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Financial Network Corp | History | New | 4,087 | 309 | 0.17% | — | 122 | +4,087 | New | Q2 2026 | Aug 07, 2026 |
| Goldstein Advisors, LLC | History | No change | 4,039 | 306 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | Added to | 3,974 | 301 | 0.0% | 0.0% | 125 | +8 | 0.2% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | No change | 3,979 | 301 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARSHALL WACE, LLP | History | New | 3,893 | 294 | 0.0% | — | 126 | +3,893 | New | Q2 2026 | Aug 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 3,842 | 291 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,712 | 289 | 0.0% | 0.0% | 128 | +157 | 4.42% | Q2 2026 | Jul 15, 2026 |
| MRA Advisory Group | History | Added to | 3,728 | 282 | 0.1% | 0.11% | 129 | +15 | 0.4% | Q2 2026 | Jul 08, 2026 |
| Kovack Advisors, Inc. | History | New | 3,661 | 278 | 0.01% | — | 131 | +3,661 | New | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,673 | 278 | 0.0% | 0.0% | 130 | +16 | 0.44% | Q2 2026 | Jul 28, 2026 |
| Mason & Associates Inc | History | No change | 3,460 | 262 | 0.04% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,420 | 259 | 0.0% | 0.0% | 133 | +3,173 | 1284.62% | Q2 2026 | Aug 12, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 3,403 | 257 | 0.18% | 0.21% | 135 | +19 | 0.56% | Q2 2026 | Jul 14, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 3,405 | 257 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 3,367 | 255 | 0.01% | 0.01% | 137 | -169 | -4.78% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,377 | 255 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 3,334 | 252 | 0.1% | 0.13% | 138 | -956 | -22.28% | Q2 2026 | Jul 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 3,225 | 244 | 0.04% | 0.06% | 139 | -459 | -12.46% | Q2 2026 | Aug 10, 2026 |
| Wealth Group Ltd | History | Reduced | 3,165 | 239 | 0.05% | 0.05% | 140 | -135 | -4.09% | Q2 2026 | Jul 10, 2026 |
| Cypress Capital Group | History | No change | 3,047 | 230 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,018 | 228 | 0.02% | 0.02% | 142 | -171 | -5.36% | Q2 2026 | Jul 28, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 2,967 | 227 | 0.0% | — | 145 | +2,967 | New | Q2 2026 | Aug 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,000 | 227 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bay Rivers Group | History | No change | 3,000 | 227 | 0.08% | 0.09% | 144 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KLCM Advisors, Inc. | History | New | 2,862 | 216 | 0.02% | — | 146 | +2,862 | New | Q2 2026 | Aug 06, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | New | 2,793 | 211 | 0.03% | — | 148 | +2,793 | New | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 2,785 | 211 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savvy Advisors, Inc. | History | New | 2,763 | 209 | 0.0% | — | 149 | +2,763 | New | Q2 2026 | Aug 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 2,722 | 206 | 0.04% | — | 150 | +2,722 | New | Q2 2026 | Aug 06, 2026 |
| Peak Financial Management, Inc. | History | New | 2,700 | 204 | 0.05% | — | 152 | +2,700 | New | Q2 2026 | Jul 20, 2026 |
| HOWE & RUSLING INC | History | No change | 2,694 | 204 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,690 | 203 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | New | 2,655 | 201 | 0.06% | — | 155 | +2,655 | New | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,663 | 201 | 0.0% | 0.0% | 154 | -196 | -6.86% | Q2 2026 | Aug 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | New | 2,642 | 200 | 0.0% | — | 156 | +2,642 | New | Q2 2026 | Aug 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,627 | 199 | 0.15% | 0.15% | 157 | +14 | 0.54% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | Added to | 2,362 | 178 | 0.0% | 0.0% | 158 | +1,912 | 424.89% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 2,269 | 171 | 0.0% | 0.0% | 159 | -1,755 | -43.61% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 2,416 | 168 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 1,710 | 129 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| CX Institutional | History | Added to | 1,481 | 112 | 0.0% | 0.0% | 162 | +8 | 0.54% | Q2 2026 | Jul 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,455 | 110 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 1,392 | 105 | 0.0% | — | 164 | +1,392 | New | Q2 2026 | Aug 06, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 1,332 | 100 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,295 | 98 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,192 | 90 | 0.0% | 0.0% | 167 | -90 | -7.02% | Q2 2026 | Aug 03, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 1,175 | 89 | 0.03% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,150 | 88 | 0.0% | 0.0% | 169 | +600 | 109.09% | Q2 2026 | Aug 13, 2026 |
| YANKCOM Partnership | History | No change | 1,077 | 81 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 850 | 64 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 705 | 53 | 0.02% | 0.02% | 172 | +4 | 0.57% | Q2 2026 | Jul 20, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 680 | 51 | 0.01% | 0.01% | 173 | -16 | -2.3% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 670 | 50 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 650 | 49 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 574 | 43 | 0.0% | 0.0% | 176 | -3 | -0.52% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 548 | 41 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 517 | 39 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 516 | 39 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 500 | 37 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| IFG Advisory, LLC | History | New | 390 | 29 | 0.0% | — | 182 | +390 | New | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 388 | 29 | 0.0% | — | 181 | +388 | New | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 364 | 27 | 0.0% | 0.0% | 183 | +1 | 0.28% | Q2 2026 | Jul 20, 2026 |
| NBZ Investment Advisors LLC | History | No change | 335 | 25 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 320 | 24 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 299 | 22 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 275 | 20 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Operose Advisors LLC | History | No change | 259 | 19 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 229 | 17 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 235 | 17 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 181 | 13 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| McIlrath & Eck, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 67 | 5 | 0.0% | 0.0% | 193 | +51 | 318.75% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 58 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crews Bank & Trust | History | New | 49 | 3 | 0.0% | — | 196 | +49 | New | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 44 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | New | 17 | 1 | 0.0% | — | 197 | +17 | New | Q2 2026 | Jul 23, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,753 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,338 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,125 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -694 | -100.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -292 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -279 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -265 | -100.0% | Q2 2026 | Jul 20, 2026 |