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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MATAURO, LLC | History | Added to | 326,097 | 35,043 | 4.3% | 4.03% | 1 | +14,594 | 4.69% | Q3 2026 | Nov 03, 2026 |
| MORGAN STANLEY | History | No change | 345,657 | 33,860 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 242,859 | 23,790 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 220,963 | 21,645 | 0.26% | 0.26% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 197,562 | 19,353 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 146,920 | 14,392 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 122,886 | 12,037 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 108,806 | 10,658 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 73,216 | 7,867 | 0.58% | 0.53% | 9 | +2,423 | 3.42% | Q3 2026 | Oct 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 68,170 | 7,325 | 0.05% | 0.05% | 10 | -3,336 | -4.67% | Q3 2026 | Oct 08, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 56,077 | 6,026 | 0.34% | — | 11 | +56,077 | New | Q3 2026 | Oct 09, 2026 |
| Guild Investment Management, Inc. | History | Reduced | 55,590 | 5,973 | 3.81% | 3.93% | 12 | -3,170 | -5.39% | Q3 2026 | Nov 03, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 56,517 | 5,536 | 0.59% | 0.59% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Reduced | 44,162 | 4,943 | 1.39% | 2.02% | 14 | -25,230 | -36.36% | Q3 2026 | Oct 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 49,545 | 4,853 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 41,717 | 4,086 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 39,268 | 3,862 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 34,698 | 3,728 | 1.33% | 1.17% | 18 | +2,674 | 8.35% | Q3 2026 | Oct 21, 2026 |
| Private Advisory Group LLC | History | No change | 37,376 | 3,661 | 0.2% | 0.2% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 34,792 | 3,411 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 32,074 | 3,141 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 30,842 | 3,021 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 29,975 | 2,936 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethos Financial Group, LLC | History | No change | 29,921 | 2,931 | 0.2% | 0.2% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,922 | 2,833 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 28,414 | 2,783 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 25,228 | 2,711 | 0.78% | 0.76% | 27 | -449 | -1.75% | Q3 2026 | Oct 30, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 25,080 | 2,695 | 0.84% | 0.9% | 28 | -4,973 | -16.55% | Q3 2026 | Nov 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 27,185 | 2,663 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,672 | 2,651 | 0.01% | 0.01% | 30 | +331 | 1.36% | Q3 2026 | Nov 02, 2026 |
| TABLEAUX LLC | History | Added to | 23,612 | 2,537 | 1.04% | 0.94% | 31 | +812 | 3.56% | Q3 2026 | Oct 23, 2026 |
| IHT Wealth Management, LLC | History | No change | 23,993 | 2,350 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 23,858 | 2,337 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,225 | 2,173 | 0.0% | 0.0% | 34 | -101 | -0.5% | Q3 2026 | Nov 02, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 19,840 | 2,132 | 0.56% | 0.53% | 35 | -632 | -3.09% | Q3 2026 | Oct 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 20,008 | 1,959 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Added to | 18,117 | 1,946 | 0.73% | 0.64% | 37 | +7 | 0.04% | Q3 2026 | Nov 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 18,500 | 1,812 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,989 | 1,718 | 0.0% | 0.0% | 39 | -511 | -3.1% | Q3 2026 | Nov 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 16,395 | 1,606 | 0.21% | 0.21% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Somerset Trust Co | History | Added to | 14,201 | 1,526 | 0.43% | 0.39% | 41 | +219 | 1.57% | Q3 2026 | Oct 13, 2026 |
| Lane Generational LLC | History | No change | 13,586 | 1,330 | 1.17% | 1.17% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PGIM Custom Harvest LLC | History | No change | 13,317 | 1,304 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,931 | 1,274 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,814 | 1,255 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Hills Bank & Trust Co | History | No change | 12,659 | 1,240 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 11,781 | 1,154 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 10,542 | 1,033 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,638 | 944 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 8,850 | 867 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 7,815 | 839 | 0.42% | 0.43% | 51 | +153 | 2.0% | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 8,351 | 818 | 0.0% | 0.0% | 52 | 0 | 0.0% | 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 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7,408 | 725 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,225 | 715 | 0.0% | 0.0% | 55 | -1,258 | -16.81% | Q3 2026 | Oct 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,305 | 715 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,169 | 702 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walker Asset Management, LLC | History | Reduced | 6,533 | 701 | 0.36% | 0.33% | 58 | -165 | -2.46% | Q3 2026 | Oct 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,339 | 681 | 0.0% | 0.0% | 59 | +477 | 8.14% | Q3 2026 | Oct 30, 2026 |
| Friedenthal Financial | History | Reduced | 6,216 | 667 | 0.29% | 0.29% | 60 | -200 | -3.12% | Q3 2026 | Oct 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 5,694 | 611 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 5,669 | 609 | 0.35% | 0.35% | 62 | -370 | -6.13% | Q3 2026 | Oct 08, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 6,111 | 599 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 5,379 | 578 | 0.06% | 0.05% | 64 | +612 | 12.84% | Q3 2026 | Oct 14, 2026 |
| XTX Topco Ltd | History | No change | 5,891 | 577 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 5,200 | 558 | 0.13% | 0.11% | 66 | +600 | 13.04% | Q3 2026 | Oct 13, 2026 |
| Private Advisor Group, LLC | History | No change | 5,491 | 537 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,443 | 533 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 5,404 | 529 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 5,387 | 527 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,288 | 518 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 5,240 | 513 | 0.15% | 0.15% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,219 | 511 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 5,068 | 496 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 4,278 | 459 | 0.0% | 0.0% | 75 | +341 | 8.66% | Q3 2026 | Nov 04, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 4,217 | 453 | 0.31% | 0.75% | 76 | -7,025 | -62.49% | Q3 2026 | Oct 15, 2026 |
| MAI Capital Management | History | No change | 4,471 | 437 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 4,382 | 429 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 4,355 | 426 | 0.23% | 0.23% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Indivisible Partners | History | Added to | 3,932 | 422 | 0.02% | 0.02% | 80 | +203 | 5.44% | Q3 2026 | Oct 26, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 3,912 | 420 | 0.02% | 0.02% | 81 | -59 | -1.49% | Q3 2026 | Oct 15, 2026 |
| SFMG, LLC | History | No change | 4,211 | 412 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 3,842 | 376 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allied Private Wealth LLC | History | No change | 3,621 | 368 | 0.24% | 0.24% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,728 | 365 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,353 | 360 | 0.01% | 0.01% | 86 | +11 | 0.33% | Q3 2026 | Oct 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,629 | 355 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 3,233 | 347 | 0.0% | 0.0% | 89 | -227 | -6.56% | Q3 2026 | Nov 04, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,550 | 347 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 3,489 | 341 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 3,053 | 337 | 1.88% | 2.29% | 91 | -13,383 | -81.42% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 3,292 | 322 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Advisors LLC | History | No change | 2,986 | 320 | 0.07% | 0.06% | 93 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,216 | 315 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 2,809 | 301 | 0.11% | 0.11% | 96 | -89 | -3.07% | Q3 2026 | Oct 13, 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 | No change | 3,066 | 300 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 3,060 | 299 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,769 | 297 | 0.02% | 0.02% | 99 | +268 | 10.72% | Q3 2026 | Oct 08, 2026 |
| Essex Financial Services, Inc. | History | No change | 3,012 | 295 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,000 | 293 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balboa Wealth Partners | History | New | 2,668 | 286 | 0.04% | — | 102 | +2,668 | New | Q3 2026 | Oct 20, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,794 | 273 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,654 | 259 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northwest Financial Advisors | History | No change | 2,347 | 252 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 2,571 | 251 | 0.13% | 0.13% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,337 | 251 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,509 | 245 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 2,461 | 241 | 0.11% | 0.11% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 2,206 | 237 | 0.0% | 0.0% | 110 | -29 | -1.3% | Q3 2026 | Oct 28, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 2,183 | 234 | 0.13% | 0.15% | 112 | -229 | -9.49% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,399 | 234 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,358 | 230 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,343 | 230 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,172 | 212 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tradition Wealth Management, LLC | History | No change | 2,042 | 200 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 1,676 | 164 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Activest Wealth Management | History | No change | 1,374 | 147 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,317 | 141 | 0.04% | 0.03% | 119 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,234 | 121 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,226 | 120 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,151 | 112 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,056 | 103 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regatta Research & Money Management | History | No change | 972 | 95 | 0.09% | 0.09% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 695 | 68 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 678 | 66 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HOWE & RUSLING INC | History | No change | 659 | 64 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 615 | 60 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CX Institutional | History | Added to | 523 | 56 | 0.0% | 0.0% | 129 | +1 | 0.19% | Q3 2026 | Oct 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 428 | 45 | 0.0% | 0.0% | 130 | -92 | -17.69% | Q3 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 427 | 41 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 397 | 40 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ancora Advisors LLC | History | No change | 346 | 33 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 286 | 30 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Waverly Advisors, LLC | History | No change | 234 | 22 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 200 | 21 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| US BANCORP \DE\ | History | No change | 201 | 19 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 19 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 200 | 19 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 175 | 18 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Banque Transatlantique SA | History | No change | 143 | 14 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 103 | 10 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Latitude Advisors, LLC | History | New | 57 | 6 | 0.0% | — | 144 | +57 | New | Q3 2026 | Oct 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 68 | 6 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFG Advisory, LLC | History | No change | 53 | 5 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 36 | 3 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| AlphaCore Capital LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Bank of New Hampshire | History | New | 25 | 2 | 0.0% | — | 152 | +25 | New | Q3 2026 | Oct 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 30 | 2 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leo H. Evart, Inc. | History | No change | 30 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,326 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Capital Wealth Alliance, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,508 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,172 | -100.0% | Q3 2026 | Nov 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 26, 2026 |
| SIMPLEX TRADING, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Nov 04, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |