INVESCO EXCHANGE-TRADED FUND TRUST - RSPG
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 | 345,657 | 33,860 | 0.0% | 0.0% | 1 | +4,215 | 1.23% | Q2 2026 | Aug 13, 2026 |
| MATAURO, LLC | History | Added to | 311,503 | 30,514 | 4.03% | 4.62% | 2 | +19,291 | 6.6% | Q2 2026 | Jul 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 242,859 | 23,790 | 0.0% | 0.0% | 3 | -120,372 | -33.14% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | New | 220,963 | 21,645 | 0.26% | — | 4 | +220,963 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 197,562 | 19,353 | 0.0% | 0.01% | 5 | -187,473 | -48.69% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 146,920 | 14,392 | 0.0% | 0.01% | 6 | -43,643 | -22.9% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 122,886 | 12,037 | 0.04% | 0.04% | 7 | +28,272 | 29.88% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 108,806 | 10,658 | 0.0% | 0.0% | 8 | -28,020 | -20.48% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 71,506 | 7,004 | 0.05% | 0.07% | 9 | +278 | 0.39% | Q2 2026 | Jul 17, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 70,793 | 6,934 | 0.53% | 0.6% | 10 | +3,998 | 5.99% | Q2 2026 | Jul 06, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Reduced | 69,392 | 6,749 | 2.02% | 3.2% | 11 | -31,458 | -31.19% | Q2 2026 | Jul 10, 2026 |
| Guild Investment Management, Inc. | History | Added to | 58,760 | 5,756 | 3.93% | 4.57% | 12 | +350 | 0.6% | Q2 2026 | Jul 28, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 56,517 | 5,536 | 0.59% | 0.76% | 13 | +509 | 0.91% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 49,545 | 4,853 | 0.0% | 0.0% | 14 | +11,451 | 30.06% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 41,717 | 4,086 | 0.02% | 0.01% | 15 | +26,449 | 173.23% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 39,268 | 3,862 | 0.0% | 0.0% | 16 | +22,100 | 128.73% | Q2 2026 | Aug 12, 2026 |
| Private Advisory Group LLC | History | New | 37,376 | 3,661 | 0.2% | — | 17 | +37,376 | New | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 34,792 | 3,411 | 0.0% | 0.01% | 18 | -819 | -2.3% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 32,074 | 3,141 | 0.02% | 0.03% | 19 | +698 | 2.22% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 32,024 | 3,137 | 1.17% | 1.38% | 20 | +698 | 2.23% | Q2 2026 | Jul 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 30,842 | 3,021 | 0.0% | 0.01% | 21 | -100,027 | -76.43% | Q2 2026 | Aug 13, 2026 |
| Davis Investment Partners, LLC | History | Added to | 30,053 | 2,943 | 0.9% | 1.16% | 22 | +46 | 0.15% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 29,975 | 2,936 | 0.0% | 0.0% | 23 | +8,987 | 42.82% | Q2 2026 | Aug 12, 2026 |
| Ethos Financial Group, LLC | History | Added to | 29,921 | 2,931 | 0.2% | 0.15% | 24 | +10,826 | 56.7% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 28,922 | 2,833 | 0.0% | 0.0% | 25 | +11,316 | 64.27% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 28,414 | 2,783 | 0.0% | 0.01% | 26 | -1,381 | -4.64% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 27,185 | 2,663 | 0.0% | 0.0% | 27 | -14,079 | -34.12% | Q2 2026 | Aug 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 25,677 | 2,515 | 0.76% | 1.02% | 28 | -468 | -1.79% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 24,341 | 2,384 | 0.01% | 0.01% | 29 | -2,332 | -8.74% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 23,993 | 2,350 | 0.05% | 0.07% | 30 | -3,115 | -11.49% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,858 | 2,337 | 0.0% | 0.0% | 31 | -1,202 | -4.8% | Q2 2026 | Aug 05, 2026 |
| TABLEAUX LLC | History | Added to | 22,800 | 2,233 | 0.94% | 1.1% | 32 | +2,081 | 10.04% | Q2 2026 | Aug 07, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 20,472 | 2,005 | 0.53% | 0.65% | 33 | -581 | -2.76% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,326 | 1,991 | 0.0% | 0.0% | 34 | -4,394 | -17.78% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 20,008 | 1,959 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 18,500 | 1,812 | 0.0% | — | 36 | +18,500 | New | Q2 2026 | Aug 14, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Reduced | 18,110 | 1,774 | 0.64% | 0.91% | 37 | -132 | -0.72% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,500 | 1,616 | 0.0% | 0.0% | 38 | -349 | -2.07% | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 16,395 | 1,606 | 0.21% | 0.29% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 16,436 | 1,601 | 2.29% | 3.31% | 40 | -227,002 | -93.25% | Q2 2026 | Jul 08, 2026 |
| Somerset Trust Co | History | Added to | 13,982 | 1,369 | 0.39% | 0.46% | 41 | +165 | 1.19% | Q2 2026 | Jul 06, 2026 |
| Lane Generational LLC | History | New | 13,586 | 1,330 | 1.17% | — | 42 | +13,586 | New | Q2 2026 | Aug 13, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 13,317 | 1,304 | 0.02% | 0.02% | 43 | -494 | -3.58% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,931 | 1,274 | 0.0% | 0.0% | 44 | +3,699 | 40.07% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,814 | 1,255 | 0.0% | 0.0% | 45 | +5,056 | 65.17% | Q2 2026 | Aug 03, 2026 |
| Hills Bank & Trust Co | History | Added to | 12,659 | 1,240 | 0.05% | 0.06% | 46 | +1,552 | 13.97% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 11,781 | 1,154 | 0.02% | 0.03% | 47 | -2,060 | -14.88% | Q2 2026 | Aug 10, 2026 |
| Vanguard Capital Wealth Advisors | History | New | 11,242 | 1,101 | 0.75% | — | 48 | +11,242 | New | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 10,542 | 1,033 | 0.0% | 0.0% | 49 | +5,765 | 120.68% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,638 | 944 | 0.01% | 0.01% | 50 | -96 | -0.99% | Q2 2026 | Jul 29, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 8,850 | 867 | 0.01% | — | 51 | +8,850 | New | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 8,351 | 818 | 0.0% | 0.0% | 52 | +1,955 | 30.57% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 8,258 | 808 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,483 | 753 | 0.0% | 0.0% | 54 | -374 | -4.76% | Q2 2026 | Jul 15, 2026 |
| Northwest Wealth Advisors, LLC | History | Reduced | 7,662 | 750 | 0.43% | 0.72% | 55 | -1,592 | -17.2% | Q2 2026 | Jul 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,408 | 725 | 0.03% | 0.04% | 56 | +2 | 0.03% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,305 | 715 | 0.0% | 0.0% | 57 | +238 | 3.37% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,169 | 702 | 0.01% | 0.01% | 58 | -61 | -0.84% | Q2 2026 | Aug 10, 2026 |
| Walker Asset Management, LLC | History | Added to | 6,698 | 656 | 0.33% | 0.39% | 59 | +130 | 1.98% | Q2 2026 | Jul 10, 2026 |
| Friedenthal Financial | History | Reduced | 6,416 | 628 | 0.29% | 0.39% | 60 | -676 | -9.53% | Q2 2026 | Jul 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 6,111 | 599 | 0.02% | — | 61 | +6,111 | New | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 6,039 | 591 | 0.35% | 0.39% | 62 | +251 | 4.34% | Q2 2026 | Jul 06, 2026 |
| XTX Topco Ltd | History | New | 5,891 | 577 | 0.01% | — | 63 | +5,891 | New | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,862 | 574 | 0.0% | 0.0% | 64 | +130 | 2.27% | Q2 2026 | Jul 28, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 5,694 | 557 | 0.03% | 0.04% | 65 | -167 | -2.85% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,491 | 537 | 0.0% | 0.0% | 66 | +2,020 | 58.2% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 5,443 | 533 | 0.0% | 0.0% | 67 | -142 | -2.54% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 5,404 | 529 | 0.0% | 0.0% | 68 | -76 | -1.39% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 5,387 | 527 | 0.0% | — | 69 | +5,387 | New | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 5,326 | 524 | 0.02% | — | 70 | +5,326 | New | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,288 | 518 | 0.0% | 0.0% | 71 | +5 | 0.09% | Q2 2026 | Aug 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 5,240 | 513 | 0.15% | 0.19% | 72 | -30 | -0.57% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,219 | 511 | 0.01% | 0.02% | 73 | -3,056 | -36.93% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Reduced | 5,068 | 496 | 0.0% | 0.0% | 74 | -210 | -3.98% | Q2 2026 | Aug 13, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 4,767 | 467 | 0.05% | 0.04% | 75 | +1,379 | 40.7% | Q2 2026 | Jul 07, 2026 |
| Centurion Wealth Management LLC | History | No change | 4,600 | 450 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 4,508 | 441 | 0.2% | 0.22% | 77 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | Reduced | 4,471 | 437 | 0.0% | 0.0% | 78 | -101 | -2.21% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Added to | 4,382 | 429 | 0.0% | 0.0% | 79 | +1,561 | 55.33% | Q2 2026 | Aug 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 4,355 | 426 | 0.23% | 0.23% | 80 | +730 | 20.14% | Q2 2026 | Jul 24, 2026 |
| SFMG, LLC | History | Reduced | 4,211 | 412 | 0.02% | 0.04% | 81 | -647 | -13.32% | Q2 2026 | Aug 13, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 3,971 | 388 | 0.02% | 0.02% | 82 | -23 | -0.58% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | New | 3,937 | 385 | 0.0% | — | 83 | +3,937 | New | Q2 2026 | Aug 03, 2026 |
| NWAM LLC | History | Reduced | 3,842 | 376 | 0.02% | 0.02% | 84 | -20 | -0.52% | Q2 2026 | Jul 23, 2026 |
| Allied Private Wealth LLC | History | New | 3,621 | 368 | 0.24% | — | 85 | +3,621 | New | Q2 2026 | Jul 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,728 | 365 | 0.01% | 0.01% | 86 | -984 | -20.88% | Q2 2026 | Aug 06, 2026 |
| Indivisible Partners | History | Reduced | 3,729 | 365 | 0.02% | 0.04% | 87 | -642 | -14.69% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,629 | 355 | 0.0% | 0.0% | 88 | +4 | 0.11% | Q2 2026 | Sep 08, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,550 | 347 | 0.0% | 0.0% | 89 | -910 | -20.4% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,489 | 341 | 0.0% | 0.01% | 90 | -322 | -8.45% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Added to | 3,460 | 338 | 0.0% | 0.0% | 91 | +468 | 15.64% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,342 | 327 | 0.01% | 0.01% | 92 | +14 | 0.42% | Q2 2026 | Jul 09, 2026 |
| &PARTNERS | History | Reduced | 3,292 | 322 | 0.0% | 0.0% | 93 | -582 | -15.02% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,216 | 315 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMJ Financial Wealth Management | History | No change | 2,751 | 301 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LM Advisors LLC | History | Added to | 3,066 | 300 | 0.03% | 0.05% | 96 | +2,730 | 812.5% | Q2 2026 | Aug 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 3,060 | 299 | 0.0% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,012 | 295 | 0.01% | 0.02% | 98 | +10 | 0.33% | Q2 2026 | Aug 10, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,000 | 293 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Advisors LLC | History | Reduced | 2,986 | 292 | 0.06% | 0.07% | 100 | -828 | -21.71% | Q2 2026 | Jul 28, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 2,898 | 283 | 0.11% | 0.14% | 101 | +20 | 0.69% | Q2 2026 | Jul 22, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,794 | 273 | 0.02% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,654 | 259 | 0.0% | 0.0% | 103 | -223 | -7.75% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 2,571 | 251 | 0.13% | 0.15% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,509 | 245 | 0.0% | — | 105 | +2,509 | New | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,501 | 244 | 0.02% | 0.02% | 106 | +565 | 29.18% | Q2 2026 | Jul 08, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 2,461 | 241 | 0.11% | 0.12% | 107 | +426 | 20.93% | Q2 2026 | Aug 11, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 2,412 | 236 | 0.15% | 0.2% | 108 | -25 | -1.03% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,399 | 234 | 0.0% | 0.0% | 109 | -1 | -0.04% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,343 | 230 | 0.0% | 0.0% | 111 | -1,975 | -45.74% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,358 | 230 | 0.0% | 0.0% | 110 | -12 | -0.51% | Q2 2026 | Aug 12, 2026 |
| Northwest Financial Advisors | History | No change | 2,347 | 229 | 0.03% | 0.49% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vivaldi Capital Management LP | History | No change | 2,089 | 228 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,337 | 228 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | No change | 2,235 | 218 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,172 | 212 | 0.0% | 0.0% | 116 | -110 | -4.82% | Q2 2026 | Aug 05, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 2,042 | 200 | 0.01% | 0.02% | 117 | -31 | -1.5% | Q2 2026 | Aug 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | Added to | 1,676 | 164 | 0.07% | 0.1% | 118 | +126 | 8.13% | Q2 2026 | Aug 05, 2026 |
| Activest Wealth Management | History | Reduced | 1,374 | 134 | 0.03% | 0.04% | 119 | -648 | -32.05% | Q2 2026 | Jul 16, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,317 | 129 | 0.03% | — | 120 | +1,317 | New | Q2 2026 | Jul 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,234 | 121 | 0.0% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,226 | 120 | 0.0% | 0.0% | 122 | -382 | -23.76% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,172 | 114 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,151 | 112 | 0.0% | 0.0% | 124 | -105 | -8.36% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,056 | 103 | 0.0% | 0.0% | 125 | +1 | 0.09% | Q2 2026 | Aug 11, 2026 |
| Regatta Research & Money Management | History | New | 972 | 95 | 0.09% | — | 126 | +972 | New | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 695 | 68 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 678 | 66 | 0.01% | 0.01% | 128 | +4 | 0.59% | Q2 2026 | Aug 04, 2026 |
| HOWE & RUSLING INC | History | No change | 659 | 64 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 615 | 60 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 565 | 54 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CX Institutional | History | No change | 522 | 51 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 520 | 50 | 0.0% | 0.0% | 134 | +3 | 0.58% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 457 | 50 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | New | 427 | 41 | 0.0% | — | 135 | +427 | New | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 397 | 40 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ancora Advisors LLC | History | No change | 346 | 33 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 286 | 28 | 0.0% | 0.0% | 138 | -99 | -25.71% | Q2 2026 | Jul 20, 2026 |
| Waverly Advisors, LLC | History | No change | 234 | 22 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 201 | 19 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 200 | 19 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 19 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 200 | 19 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 175 | 17 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banque Transatlantique SA | History | No change | 143 | 14 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 103 | 10 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 68 | 6 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFG Advisory, LLC | History | New | 53 | 5 | 0.0% | — | 148 | +53 | New | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | New | 36 | 3 | 0.0% | — | 149 | +36 | New | Q2 2026 | Jul 10, 2026 |
| Leo H. Evart, Inc. | History | Added to | 30 | 2 | 0.0% | 0.0% | 155 | +1 | 3.45% | Q2 2026 | Aug 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 30 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 30 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 2.45% | — | -62,328 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -46,052 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -41,114 | -100.0% | Q2 2026 | Jul 09, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,540 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,011 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -15,271 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -14,418 | -100.0% | Q2 2026 | Jul 22, 2026 |
| StoneCrest Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -7,166 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,132 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,130 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,951 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -4,808 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Prosperitas Financial LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,623 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Finivi Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -4,299 | -100.0% | Q2 2026 | Jul 09, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,125 | -100.0% | Q2 2026 | Aug 10, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,380 | -100.0% | Q2 2026 | Aug 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,300 | -100.0% | Q2 2026 | Jul 31, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -3,195 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.29% | — | -2,788 | -100.0% | Q2 2026 | Jul 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,424 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -684 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q2 2026 | Aug 03, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Financial Gravity Companies, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |