Invesco Exchange-Traded Fund Trust II - QQQJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,203,689 | 54,695 | 0.01% | 0.01% | 1 | +14,767 | 1.24% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 684,611 | 31,109 | 0.04% | 0.03% | 2 | +156,052 | 29.52% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 697,047 | 31,001 | 0.01% | 0.01% | 3 | +174,000 | 33.27% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 634,084 | 28,812 | 0.01% | 0.01% | 4 | +94,146 | 17.44% | Q2 2026 | Aug 07, 2026 |
| Systelligence, LLC | History | Added to | 601,821 | 27,346 | 4.57% | 4.16% | 5 | +11,091 | 1.88% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | Added to | 513,641 | 23,339 | 0.0% | 0.0% | 6 | +38,201 | 8.03% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 473,142 | 21,499 | 5.29% | 4.72% | 7 | +17,373 | 3.81% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | Added to | 421,570 | 19,156 | 0.0% | 0.0% | 8 | +109,459 | 35.07% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 407,740 | 18,527 | 0.0% | 0.0% | 9 | +60,674 | 17.48% | Q2 2026 | Aug 14, 2026 |
| Erickson Financial Group, LLC | History | Added to | 233,584 | 10,614 | 5.69% | 4.78% | 10 | +22,783 | 10.81% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 181,452 | 8,242 | 0.0% | 0.0% | 11 | -88 | -0.05% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 158,768 | 7,214 | 0.0% | 0.0% | 12 | -12,100 | -7.08% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 151,556 | 6,886 | 0.13% | 0.11% | 13 | -4,989 | -3.19% | Q2 2026 | Jul 09, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 151,066 | 6,864 | 0.18% | 0.18% | 14 | -1,890 | -1.24% | Q2 2026 | Aug 07, 2026 |
| Purus Wealth Management, LLC | History | Added to | 140,462 | 6,382 | 1.76% | 1.53% | 15 | +8,255 | 6.24% | Q2 2026 | Jul 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 125,458 | 5,700 | 0.03% | 0.01% | 16 | +84,135 | 203.6% | Q2 2026 | Aug 18, 2026 |
| Wealthfront Advisers LLC | History | Added to | 117,512 | 5,339 | 0.01% | 0.01% | 17 | +33,234 | 39.43% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 106,359 | 4,832 | 0.01% | 0.0% | 18 | +22,440 | 26.74% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 81,592 | 3,708 | 0.0% | 0.0% | 19 | -43,806 | -34.93% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 76,367 | 3,470 | 0.17% | 0.16% | 20 | -688 | -0.89% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 74,887 | 3,402 | 0.0% | 0.0% | 21 | +28,477 | 61.36% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 69,241 | 3,146 | 0.35% | 0.35% | 22 | -9,135 | -11.66% | Q2 2026 | Jul 23, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 67,017 | 2,952 | 0.63% | 0.57% | 23 | +4,909 | 7.9% | Q2 2026 | Jul 20, 2026 |
| NOVEM GROUP | History | Added to | 63,650 | 2,892 | 0.29% | 0.26% | 24 | +700 | 1.11% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 58,939 | 2,678 | 0.01% | 0.0% | 25 | +49,345 | 514.33% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | New | 55,992 | 2,544 | 0.02% | — | 26 | +55,992 | New | Q2 2026 | Aug 10, 2026 |
| CI INVESTMENTS INC. | History | New | 49,159 | 2,233 | 0.01% | — | 27 | +49,159 | New | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 48,292 | 2,194 | 0.0% | 0.0% | 28 | +5,232 | 12.15% | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 48,072 | 2,184 | 0.13% | 0.13% | 29 | -1,819 | -3.65% | Q2 2026 | Aug 11, 2026 |
| Texas Yale Capital Corp. | History | Added to | 46,540 | 2,114 | 0.05% | 0.05% | 30 | +1,200 | 2.65% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 46,500 | 2,112 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GERBER, LLC | History | Reduced | 45,200 | 2,053 | 0.97% | 0.92% | 32 | -156 | -0.34% | Q2 2026 | Jul 29, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 43,682 | 1,985 | 0.18% | 0.33% | 33 | +878 | 2.05% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 35,944 | 1,633 | 0.15% | 0.15% | 34 | -3,126 | -8.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 35,620 | 1,618 | 0.01% | 0.01% | 35 | +1,229 | 3.57% | Q2 2026 | Aug 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 34,251 | 1,556 | 0.08% | 0.06% | 36 | +6,776 | 24.66% | Q2 2026 | Jul 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 34,109 | 1,549 | 0.02% | 0.0% | 37 | +25,415 | 292.33% | Q2 2026 | Aug 18, 2026 |
| Brookstone Capital Management | History | Added to | 33,381 | 1,516 | 0.02% | 0.01% | 38 | +1,522 | 4.78% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 29,852 | 1,356 | 0.0% | 0.0% | 39 | +10,838 | 57.0% | Q2 2026 | Aug 12, 2026 |
| Greenline Wealth Management LLC | History | New | 27,882 | 1,266 | 1.04% | — | 40 | +27,882 | New | Q2 2026 | Jul 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,500 | 1,249 | 0.0% | 0.0% | 41 | +9,400 | 51.93% | Q2 2026 | Aug 14, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 27,168 | 1,234 | 0.2% | 0.19% | 42 | -912 | -3.25% | Q2 2026 | Aug 10, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 27,112 | 1,231 | 0.1% | 0.09% | 43 | +1,015 | 3.89% | Q2 2026 | Aug 05, 2026 |
| ELLERSON GROUP INC /ADV | History | Reduced | 26,911 | 1,222 | 0.72% | 0.64% | 44 | -71 | -0.26% | Q2 2026 | Jul 31, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 26,859 | 1,220 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 26,769 | 1,216 | 0.0% | 0.0% | 46 | -2,380 | -8.16% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 25,661 | 1,166 | 0.02% | 0.01% | 47 | +8,282 | 47.66% | Q2 2026 | Jul 15, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 24,304 | 1,104 | 0.27% | 0.24% | 48 | +464 | 1.95% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Reduced | 23,546 | 1,069 | 0.0% | 0.0% | 49 | -18,811 | -44.41% | Q2 2026 | Aug 13, 2026 |
| Tannin Capital LLC | History | Reduced | 22,811 | 1,036 | 0.68% | 0.65% | 50 | -1,849 | -7.5% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Added to | 21,986 | 999 | 0.0% | 0.0% | 51 | +47 | 0.21% | Q2 2026 | Aug 12, 2026 |
| Cannon Capital Management, Inc. | History | Reduced | 21,367 | 970 | 0.82% | 0.63% | 52 | -3 | -0.01% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | New | 21,338 | 969 | 0.01% | — | 53 | +21,338 | New | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 20,604 | 936 | 0.01% | 0.01% | 54 | -20,601 | -50.0% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 20,450 | 929 | 0.01% | 0.0% | 55 | -42 | -0.2% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 19,801 | 899 | 0.0% | 0.0% | 56 | +5,844 | 41.87% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 19,547 | 888 | 0.0% | 0.0% | 57 | +655 | 3.47% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 19,067 | 866 | 0.01% | 0.01% | 58 | +17 | 0.09% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 18,783 | 853 | 0.0% | 0.0% | 59 | +1,053 | 5.94% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,876 | 812 | 0.0% | 0.0% | 60 | +4,109 | 29.85% | Q2 2026 | Aug 05, 2026 |
| Global View Capital Management LLC | History | Added to | 17,816 | 809 | 0.17% | 0.17% | 61 | +111 | 0.63% | Q2 2026 | Jul 23, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | New | 17,568 | 798 | 0.27% | — | 63 | +17,568 | New | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 17,578 | 798 | 0.03% | 0.02% | 62 | +1,469 | 9.12% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 17,122 | 778 | 0.02% | 0.02% | 64 | -845 | -4.7% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 16,819 | 757 | 0.0% | 0.0% | 65 | -1,411 | -7.74% | Q2 2026 | Jul 15, 2026 |
| Coppell Advisory Solutions LLC | History | New | 16,229 | 731 | 0.06% | — | 66 | +16,229 | New | Q2 2026 | Aug 14, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 13,565 | 616 | 0.13% | 0.12% | 67 | -200 | -1.45% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 13,536 | 615 | 0.0% | 0.0% | 68 | -96 | -0.7% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,681 | 576 | 0.0% | 0.0% | 69 | -4,729 | -27.16% | Q2 2026 | Jul 27, 2026 |
| LRI Investments, LLC | History | No change | 562,679 | 562 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 12,051 | 548 | 0.0% | — | 71 | +12,051 | New | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,929 | 542 | 0.01% | 0.01% | 72 | +2,071 | 21.01% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | Added to | 11,669 | 530 | 0.0% | 0.0% | 73 | +14 | 0.12% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 11,578 | 526 | 0.03% | 0.03% | 74 | -50 | -0.43% | Q2 2026 | Jul 23, 2026 |
| RMR Wealth Builders | History | Reduced | 11,109 | 504 | 0.03% | 0.03% | 75 | -255 | -2.24% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,666 | 484 | 0.0% | 0.0% | 76 | +3,107 | 41.1% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,939 | 451 | 0.0% | 0.0% | 77 | -33 | -0.33% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,704 | 440 | 0.0% | 0.0% | 78 | +4,139 | 74.38% | Q2 2026 | Aug 12, 2026 |
| Pointe Capital Management LLC | History | Reduced | 9,384 | 426 | 0.19% | 0.18% | 79 | -480 | -4.87% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,219 | 418 | 0.0% | 0.0% | 80 | +60 | 0.66% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 9,032 | 410 | 0.0% | 0.0% | 81 | -329 | -3.51% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,751 | 397 | 0.0% | 0.0% | 82 | -57 | -0.65% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,665 | 390 | 0.0% | 0.0% | 83 | -765 | -8.11% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 8,556 | 389 | 0.0% | 0.0% | 84 | -194 | -2.22% | Q2 2026 | Jul 27, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 8,207 | 372 | 0.06% | 0.05% | 85 | -328 | -3.84% | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | Added to | 8,077 | 367 | 0.07% | 0.02% | 86 | +4,962 | 159.29% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | Added to | 8,031 | 364 | 0.0% | 0.0% | 87 | +4,106 | 104.61% | Q2 2026 | Aug 13, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 7,929 | 360 | 0.28% | 0.27% | 88 | -246 | -3.01% | Q2 2026 | Jul 24, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 7,643 | 347 | 0.09% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,452 | 338 | 0.0% | 0.0% | 90 | -1 | -0.01% | Q2 2026 | Aug 12, 2026 |
| Fullerton Advisors, LLC | History | Added to | 7,357 | 334 | 0.31% | 0.28% | 91 | +2 | 0.03% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,100 | 322 | 0.0% | 0.0% | 92 | -19,269 | -73.07% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,039 | 320 | 0.01% | 0.01% | 93 | -49 | -0.69% | Q2 2026 | Aug 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,002 | 318 | 0.0% | 0.0% | 94 | +4 | 0.06% | Q2 2026 | Aug 19, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 6,982 | 317 | 0.11% | 0.1% | 95 | -45 | -0.64% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 6,892 | 313 | 0.0% | 0.0% | 96 | +143 | 2.12% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | Reduced | 7,912 | 310 | 0.01% | 0.0% | 97 | -650 | -7.59% | Q2 2026 | Aug 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 6,420 | 291 | 0.05% | — | 99 | +6,420 | New | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 6,413 | 291 | 0.07% | 0.06% | 98 | +301 | 4.92% | Q2 2026 | Jul 30, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 6,057 | 275 | 0.01% | 0.01% | 100 | -1,749 | -22.41% | Q2 2026 | Aug 05, 2026 |
| Thompson David Blair | History | Added to | 5,630 | 255 | 0.13% | 0.12% | 101 | +42 | 0.75% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,604 | 254 | 0.01% | 0.0% | 102 | -125 | -2.18% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,573 | 253 | 0.0% | 0.0% | 103 | +1 | 0.02% | Q2 2026 | Jul 17, 2026 |
| City Center Advisors, LLC | History | New | 5,563 | 252 | 0.2% | — | 104 | +5,563 | New | Q2 2026 | Jul 06, 2026 |
| Mutual Advisors, LLC | History | New | 5,475 | 248 | 0.0% | — | 105 | +5,475 | New | Q2 2026 | Aug 14, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 5,474 | 248 | 0.15% | — | 106 | +5,474 | New | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | New | 5,409 | 245 | 0.0% | — | 107 | +5,409 | New | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 5,304 | 241 | 0.0% | — | 108 | +5,304 | New | Q2 2026 | Jul 15, 2026 |
| Triton Wealth Management, PLLC | History | New | 5,368 | 240 | 0.07% | — | 109 | +5,368 | New | Q2 2026 | Aug 05, 2026 |
| Finward Bancorp | History | New | 5,180 | 235 | 0.18% | — | 110 | +5,180 | New | Q2 2026 | Jul 16, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | New | 5,150 | 234 | 0.02% | — | 111 | +5,150 | New | Q2 2026 | Jul 16, 2026 |
| Kendall Capital Management | History | New | 5,121 | 232 | 0.04% | — | 112 | +5,121 | New | Q2 2026 | Aug 12, 2026 |
| Congress Park Capital LLC | History | New | 4,990 | 226 | 0.06% | — | 114 | +4,990 | New | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 4,982 | 226 | 0.0% | — | 113 | +4,982 | New | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | New | 4,933 | 224 | 0.0% | — | 115 | +4,933 | New | Q2 2026 | Aug 05, 2026 |
| Patten Group, Inc. | History | New | 4,832 | 219 | 0.03% | — | 116 | +4,832 | New | Q2 2026 | Aug 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | New | 4,749 | 215 | 0.06% | — | 117 | +4,749 | New | Q2 2026 | Jul 31, 2026 |
| WASHINGTON TRUST Co | History | New | 4,593 | 208 | 0.01% | — | 118 | +4,593 | New | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,568 | 207 | 0.0% | — | 119 | +4,568 | New | Q2 2026 | Sep 08, 2026 |
| Goldstein Advisors, LLC | History | New | 4,527 | 205 | 0.02% | — | 120 | +4,527 | New | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 4,231 | 192 | 0.01% | 0.0% | 121 | +2,750 | 185.69% | Q2 2026 | Jul 22, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 4,171 | 189 | 0.0% | 0.0% | 122 | -8,031 | -65.82% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | Reduced | 4,004 | 181 | 0.01% | 0.02% | 123 | -1,504 | -27.31% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 3,938 | 178 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,788 | 172 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Topsail Wealth Management, LLC | History | No change | 3,455 | 156 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 3,357 | 152 | 0.0% | — | 127 | +3,357 | New | Q2 2026 | Aug 06, 2026 |
| TD Capital Management LLC | History | No change | 3,270 | 148 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,939 | 133 | 0.0% | 0.0% | 129 | -10,879 | -78.73% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,913 | 132 | 0.0% | 0.0% | 130 | -3,410 | -53.93% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,397 | 108 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | Added to | 2,293 | 104 | 0.0% | — | 132 | +2,291 | 114550.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,877 | 85 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,546 | 70 | 0.0% | 0.0% | 134 | -2 | -0.13% | Q2 2026 | Aug 10, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 1,333 | 60 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,300 | 59 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,175 | 53 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 1,121 | 50 | 0.0% | 0.0% | 138 | +905 | 418.98% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Added to | 1,033 | 46 | 0.0% | 0.0% | 140 | +82 | 8.62% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,021 | 46 | 0.0% | 0.0% | 139 | -29 | -2.76% | Q2 2026 | Aug 12, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 1,001 | 45 | 0.02% | 0.01% | 141 | +250 | 33.29% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 855 | 38 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 853 | 38 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 782 | 35 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smithfield Trust Co | History | No change | 697 | 32 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 632 | 28 | 0.02% | — | 148 | +632 | New | Q2 2026 | Jul 21, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 626 | 28 | 0.0% | 0.01% | 147 | -479 | -43.35% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 774 | 28 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 500 | 22 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 450 | 20 | 0.01% | 0.01% | 150 | -250 | -35.71% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | Added to | 426 | 19 | 0.0% | 0.0% | 151 | +280 | 191.78% | Q2 2026 | Aug 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 425 | 19 | 0.0% | 0.0% | 152 | +24 | 5.99% | Q2 2026 | Jul 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 400 | 18 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GAMMA Investing LLC | History | No change | 401 | 18 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pacific Center for Financial Services | History | No change | 379 | 17 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ankerstar Wealth, LLC | History | New | 340 | 15 | 0.01% | — | 158 | +340 | New | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 338 | 15 | 0.0% | 0.0% | 157 | -311 | -47.92% | Q2 2026 | Jul 17, 2026 |
| Key FInancial Inc | History | No change | 335 | 15 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 309 | 14 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Continuum Advisory, LLC | History | New | 302 | 13 | 0.0% | — | 162 | +302 | New | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 305 | 13 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 295 | 13 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 246 | 11 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crews Bank & Trust | History | No change | 240 | 10 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 200 | 9 | 0.0% | 0.0% | 167 | -309 | -60.71% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 217 | 9 | 0.0% | — | 172 | +217 | New | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 216 | 9 | 0.0% | — | 171 | +216 | New | Q2 2026 | Jul 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 210 | 9 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 213 | 9 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Analysts, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 200 | 9 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NFSG Corp | History | No change | 200 | 9 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 171 | 7 | 0.0% | — | 175 | +171 | New | Q2 2026 | Jul 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 160 | 7 | 0.0% | 0.0% | 173 | +7 | 4.58% | Q2 2026 | Jul 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 175 | 7 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Anchor Investment Management, LLC | History | New | 150 | 6 | 0.0% | — | 179 | +150 | New | Q2 2026 | Sep 15, 2026 |
| Colonial Trust Co / SC | History | New | 137 | 6 | 0.0% | — | 180 | +137 | New | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 134 | 6 | 0.0% | 0.0% | 176 | -1 | -0.74% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 138 | 6 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NVWM, LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 113 | 5 | 0.0% | — | 183 | +113 | New | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 129 | 5 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 130 | 5 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ST GERMAIN D J CO INC | History | No change | 103 | 4 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cape Investment Advisory, Inc. | History | New | 85 | 3 | 0.0% | — | 186 | +85 | New | Q2 2026 | Jul 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 70 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 52 | 2 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ASSETMARK, INC | History | New | 36 | 1 | 0.0% | — | 190 | +36 | New | Q2 2026 | Jul 30, 2026 |
| Go Invest LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 189 | -3 | -9.68% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -45,135 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,410 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,251 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,255 | -100.0% | Q2 2026 | Jul 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,363 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -780 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Goodman Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -738 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -481 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q2 2026 | Aug 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 21, 2026 |
| CVA Family Office, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Life Planners | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hughes Financial Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RED REEF ADVISORS LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |