INVESCO EXCHANGE-TRADED FUND TRUST - RSPH
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 | 1,332,257 | 44,217 | 0.0% | 0.0% | 1 | +654,849 | 96.67% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | New | 645,280 | 21,416 | 0.27% | — | 2 | +645,280 | New | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 627,768 | 21,005 | 0.0% | 0.0% | 3 | +295,789 | 89.1% | Q2 2026 | Aug 12, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 455,121 | 15,105 | 3.81% | 3.91% | 4 | +14,727 | 3.34% | Q2 2026 | Jul 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 401,114 | 13,312 | 0.0% | 0.0% | 5 | -28,987 | -6.74% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 366,785 | 12,173 | 0.0% | 0.0% | 6 | -9,027 | -2.4% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 333,942 | 11,083 | 0.0% | 0.0% | 7 | -368 | -0.11% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Reduced | 323,015 | 10,720 | 0.04% | 0.06% | 8 | -307 | -0.09% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 305,433 | 10,137 | 0.04% | 0.03% | 9 | +69,718 | 29.58% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 277,231 | 9,201 | 0.0% | 0.0% | 10 | -72,780 | -20.79% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 233,436 | 7,747 | 0.01% | 0.01% | 11 | +49,344 | 26.8% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 188,470 | 6,255 | 0.02% | 0.02% | 12 | -28,091 | -12.97% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 172,814 | 5,735 | 0.01% | 0.0% | 13 | +19,299 | 12.57% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 172,597 | 5,728 | 0.0% | 0.0% | 14 | -148 | -0.09% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 156,104 | 5,181 | 0.01% | 0.07% | 15 | -1,979,820 | -92.69% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 154,993 | 5,144 | 0.0% | 0.0% | 16 | -4,574 | -2.87% | Q2 2026 | Aug 14, 2026 |
| FCA CORP /TX | History | Added to | 152,116 | 5,048 | 1.24% | 1.26% | 17 | +4,433 | 3.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 141,855 | 4,708 | 0.01% | 0.0% | 18 | +55,715 | 64.68% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 137,579 | 4,560 | 0.0% | 0.0% | 19 | +19,192 | 16.21% | Q2 2026 | Aug 10, 2026 |
| Friedenthal Financial | History | Added to | 131,197 | 4,354 | 2.01% | 1.86% | 20 | +8,483 | 6.91% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 127,480 | 4,231 | 0.03% | 0.04% | 21 | -492 | -0.38% | Q2 2026 | Jul 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 126,116 | 4,185 | 0.13% | 0.13% | 22 | +2,078 | 1.68% | Q2 2026 | Jul 09, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 114,215 | 3,790 | 0.05% | 0.05% | 23 | -1,326 | -1.15% | Q2 2026 | Aug 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 112,545 | 3,735 | 1.12% | 1.22% | 24 | -175 | -0.16% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 111,310 | 3,694 | 0.0% | 0.0% | 25 | -72,413 | -39.41% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 111,153 | 3,689 | 0.0% | 0.0% | 26 | +28,132 | 33.89% | Q2 2026 | Aug 13, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 90,287 | 2,996 | 0.56% | 0.75% | 27 | -33,164 | -26.86% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Reduced | 81,064 | 2,690 | 0.0% | 0.0% | 28 | -13,161 | -13.97% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 75,587 | 2,508 | 0.24% | 0.25% | 29 | +103 | 0.14% | Q2 2026 | Aug 11, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 71,741 | 2,381 | 0.93% | 0.98% | 30 | +895 | 1.26% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 69,287 | 2,299 | 0.19% | 0.2% | 31 | +113 | 0.16% | Q2 2026 | Jul 29, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 68,203 | 2,263 | 0.32% | 0.37% | 32 | -6,737 | -8.99% | Q2 2026 | Jul 23, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 60,682 | 2,014 | 0.12% | 0.13% | 33 | +70 | 0.12% | Q2 2026 | Aug 17, 2026 |
| Berger Financial Group, Inc | History | Reduced | 59,353 | 1,969 | 0.1% | 0.1% | 34 | -1,107 | -1.83% | Q2 2026 | Aug 04, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 55,886 | 1,854 | 0.43% | 0.43% | 35 | -685 | -1.21% | Q2 2026 | Jul 20, 2026 |
| Hartford Financial Management Inc. | History | Added to | 55,788 | 1,851 | 0.41% | 0.43% | 36 | +4 | 0.01% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 51,399 | 1,721 | 0.0% | 0.0% | 37 | +2,895 | 5.97% | Q2 2026 | Aug 14, 2026 |
| Hills Bank & Trust Co | History | Reduced | 48,696 | 1,616 | 0.07% | 0.11% | 38 | -24,964 | -33.89% | Q2 2026 | Aug 10, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 45,806 | 1,520 | 0.36% | 0.35% | 39 | -406 | -0.88% | Q2 2026 | Aug 12, 2026 |
| Walker Asset Management, LLC | History | Added to | 45,577 | 1,512 | 0.76% | 0.71% | 40 | +2,133 | 4.91% | Q2 2026 | Jul 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 42,122 | 1,398 | 0.0% | 0.0% | 41 | -30,000 | -41.6% | Q2 2026 | Aug 13, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | New | 41,000 | 1,360 | 0.68% | — | 42 | +41,000 | New | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,201 | 1,268 | 0.0% | 0.0% | 43 | +1,030 | 2.77% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | New | 37,266 | 1,236 | 0.01% | — | 44 | +37,266 | New | Q2 2026 | Aug 10, 2026 |
| Biltmore Family Office, LLC | History | No change | 37,200 | 1,234 | 0.16% | 0.16% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Added to | 36,249 | 1,203 | 0.0% | 0.0% | 46 | +4,792 | 15.23% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 35,320 | 1,172 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 35,172 | 1,167 | 0.05% | 0.08% | 48 | -28,000 | -44.32% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 33,729 | 1,119 | 0.0% | — | 49 | +33,728 | 3372800.0% | Q2 2026 | Aug 03, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 37,069 | 1,119 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Optas, LLC | History | Reduced | 30,154 | 1,000 | 0.14% | 0.28% | 51 | -30,154 | -50.0% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 29,815 | 989 | 0.0% | 0.0% | 52 | -4,393 | -12.84% | Q2 2026 | Aug 03, 2026 |
| LM Advisors LLC | History | Added to | 29,189 | 969 | 0.11% | 0.47% | 53 | +28,289 | 3143.22% | Q2 2026 | Aug 12, 2026 |
| Red Mountain Financial, LLC | History | Added to | 28,212 | 936 | 0.79% | 0.8% | 54 | +154 | 0.55% | Q2 2026 | Jul 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 27,860 | 924 | 0.01% | 0.02% | 55 | -337 | -1.2% | Q2 2026 | Aug 10, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 27,830 | 923 | 0.21% | 0.23% | 56 | -1,065 | -3.69% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 27,010 | 896 | 0.01% | 0.0% | 57 | +9,065 | 50.52% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 26,423 | 876 | 0.01% | 0.01% | 58 | -11,077 | -29.54% | Q2 2026 | Jul 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,022 | 863 | 0.0% | 0.0% | 59 | +1,162 | 4.67% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Reduced | 25,831 | 857 | 0.0% | 0.0% | 60 | -1,443 | -5.29% | Q2 2026 | Aug 27, 2026 |
| &PARTNERS | History | Reduced | 25,296 | 839 | 0.0% | 0.0% | 61 | -912 | -3.48% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 24,832 | 824 | 0.01% | 0.01% | 62 | -4,166 | -14.37% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 23,915 | 793 | 0.08% | 0.08% | 63 | +800 | 3.46% | Q2 2026 | Jul 13, 2026 |
| CHOREO, LLC | History | No change | 22,780 | 756 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,498 | 746 | 0.0% | 0.0% | 65 | +13,311 | 144.89% | Q2 2026 | Jul 27, 2026 |
| Asset Dedication, LLC | History | No change | 21,825 | 724 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sensible Money, LLC | History | No change | 21,825 | 724 | 0.19% | 0.2% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 21,223 | 704 | 0.0% | 0.0% | 68 | -103 | -0.48% | Q2 2026 | Aug 19, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 21,149 | 701 | 0.0% | 0.0% | 69 | -4,537 | -17.66% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 20,049 | 665 | 0.0% | 0.0% | 70 | -616 | -2.98% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 19,400 | 643 | 0.0% | — | 71 | +19,400 | New | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 19,317 | 641 | 0.01% | 0.01% | 72 | +264 | 1.39% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | Reduced | 19,228 | 638 | 0.0% | 0.0% | 73 | -2,003 | -9.43% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 18,966 | 629 | 0.01% | 0.01% | 74 | +1,369 | 7.78% | Q2 2026 | Aug 04, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 18,979 | 629 | 0.04% | 0.05% | 75 | -597 | -3.05% | Q2 2026 | Jul 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 16,070 | 533 | 0.0% | 0.0% | 76 | -47 | -0.29% | Q2 2026 | Aug 05, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 15,870 | 526 | 0.4% | 0.48% | 77 | -2,904 | -15.47% | Q2 2026 | Jul 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 15,640 | 519 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 15,213 | 512 | 0.02% | 0.03% | 79 | -1,372 | -8.27% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 15,364 | 509 | 0.0% | 0.0% | 80 | -516 | -3.25% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Reduced | 15,297 | 507 | 0.0% | 0.0% | 81 | -11,633 | -43.2% | Q2 2026 | Aug 11, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 14,808 | 491 | 0.07% | 0.08% | 82 | -2,503 | -14.46% | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14,560 | 483 | 0.14% | 0.15% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CRA Financial Services, LLC | History | Reduced | 14,241 | 472 | 0.05% | 0.06% | 84 | -245 | -1.69% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | Added to | 13,851 | 456 | 0.02% | 0.02% | 85 | +2,233 | 19.22% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 13,385 | 444 | 0.03% | 0.03% | 86 | -816 | -5.75% | Q2 2026 | Aug 07, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 13,354 | 443 | 0.19% | 0.22% | 87 | -1,865 | -12.25% | Q2 2026 | Aug 04, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 13,085 | 434 | 0.03% | 0.04% | 88 | -100 | -0.76% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,597 | 428 | 0.0% | 0.0% | 89 | +380 | 3.11% | Q2 2026 | Jul 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,781 | 424 | 0.02% | 0.02% | 90 | +75 | 0.59% | Q2 2026 | Jul 27, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 12,680 | 420 | 0.06% | 0.07% | 91 | +5 | 0.04% | Q2 2026 | Aug 05, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 12,126 | 402 | 0.1% | 0.11% | 92 | -491 | -3.89% | Q2 2026 | Jul 07, 2026 |
| Cooper Financial Group | History | No change | 11,492 | 381 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,400 | 378 | 0.0% | 0.0% | 94 | -51 | -0.45% | Q2 2026 | Aug 12, 2026 |
| McAdam, LLC | History | Reduced | 11,259 | 373 | 0.01% | 0.02% | 95 | -829 | -6.86% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 10,940 | 363 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 10,488 | 348 | 0.23% | 0.27% | 97 | +3 | 0.03% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 10,176 | 337 | 0.0% | 0.0% | 98 | -1,371 | -11.87% | Q2 2026 | Jul 17, 2026 |
| Leo H. Evart, Inc. | History | Added to | 9,768 | 324 | 0.26% | 0.25% | 99 | +17 | 0.17% | Q2 2026 | Aug 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 9,327 | 309 | 0.0% | 0.0% | 100 | -1,141 | -10.9% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,303 | 308 | 0.0% | 0.0% | 101 | +753 | 8.81% | Q2 2026 | Aug 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,906 | 295 | 0.0% | 0.0% | 102 | -3,516 | -28.3% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 8,883 | 294 | 0.0% | — | 104 | +8,883 | New | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 8,870 | 294 | 0.0% | 0.0% | 103 | +500 | 5.97% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 8,746 | 290 | 0.0% | — | 105 | +8,746 | New | Q2 2026 | Jul 20, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 8,631 | 286 | 0.01% | 0.01% | 106 | +1,020 | 13.4% | Q2 2026 | Jul 31, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 8,399 | 278 | 0.05% | 0.05% | 107 | +15 | 0.18% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 7,984 | 265 | 0.01% | 0.01% | 109 | -796 | -9.07% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,000 | 265 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank OZK | History | No change | 7,800 | 258 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 7,500 | 250 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 7,460 | 247 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 7,405 | 245 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 7,112 | 236 | 0.01% | — | 114 | +7,112 | New | Q2 2026 | Jul 27, 2026 |
| Segment Wealth Management, LLC | History | No change | 7,000 | 232 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 7,000 | 232 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 6,995 | 232 | 0.16% | 0.16% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProCore Advisors, LLC | History | No change | 6,970 | 231 | 0.29% | 0.32% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Zhang Financial LLC | History | No change | 6,900 | 229 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Snowden Capital Advisors LLC | History | New | 6,870 | 228 | 0.01% | — | 120 | +6,870 | New | Q2 2026 | Aug 13, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 6,843 | 227 | 0.06% | 0.06% | 121 | +6 | 0.09% | Q2 2026 | Jul 06, 2026 |
| Targeted Financial Services LLC | History | New | 6,818 | 226 | 0.17% | — | 122 | +6,818 | New | Q2 2026 | Jul 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,664 | 221 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 6,580 | 218 | 0.0% | — | 124 | +6,580 | New | Q2 2026 | Jul 14, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 6,473 | 214 | 0.11% | 0.12% | 125 | -256 | -3.8% | Q2 2026 | Aug 07, 2026 |
| S&A Financial Services, Inc. | History | New | 6,243 | 207 | 0.13% | — | 126 | +6,243 | New | Q2 2026 | Jul 27, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 6,145 | 203 | 0.08% | — | 127 | +6,145 | New | Q2 2026 | Aug 07, 2026 |
| Orographic Financial Advisors, LLC | History | New | 5,613 | 202 | 0.13% | — | 128 | +5,613 | New | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 5,762 | 191 | 0.01% | 0.01% | 129 | +8 | 0.14% | Q2 2026 | Jul 24, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,300 | 175 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Legacy Bridge, LLC | History | No change | 5,210 | 172 | 0.05% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 5,051 | 167 | 0.0% | — | 132 | +5,051 | New | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Reduced | 4,760 | 158 | 0.0% | 0.03% | 133 | -25,289 | -84.16% | Q2 2026 | Jul 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,704 | 156 | 0.0% | 0.0% | 134 | -311 | -6.2% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,391 | 145 | 0.0% | 0.0% | 135 | +3,491 | 387.89% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 4,080 | 135 | 0.07% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAYBAN | History | No change | 4,000 | 132 | 0.1% | 0.1% | 137 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,887 | 128 | 0.0% | 0.0% | 138 | -84 | -2.12% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,831 | 127 | 0.0% | 0.0% | 139 | -1,800 | -31.97% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 3,839 | 127 | 0.02% | 0.02% | 140 | +7 | 0.18% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,660 | 121 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,631 | 120 | 0.0% | — | 142 | +3,631 | New | Q2 2026 | Aug 11, 2026 |
| Joseph Group Capital Management | History | New | 3,283 | 108 | 0.02% | — | 143 | +3,283 | New | Q2 2026 | Aug 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 3,020 | 100 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,910 | 96 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| IFP Advisors, Inc | History | Added to | 2,602 | 86 | 0.0% | 0.0% | 146 | +773 | 42.26% | Q2 2026 | Jul 20, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,433 | 80 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 2,300 | 76 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allied Private Wealth LLC | History | New | 1,952 | 66 | 0.04% | — | 149 | +1,952 | New | Q2 2026 | Jul 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,540 | 51 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AE Wealth Management LLC | History | Added to | 1,427 | 47 | 0.0% | 0.0% | 152 | +597 | 71.93% | Q2 2026 | Aug 03, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,420 | 47 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 1,550 | 46 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | No change | 1,365 | 45 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Trust, LLC | History | No change | 1,250 | 41 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Banque Transatlantique SA | History | No change | 1,178 | 39 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,102 | 36 | 0.01% | 0.01% | 158 | +2 | 0.18% | Q2 2026 | Jul 21, 2026 |
| Lavaca Capital LLC | History | No change | 1,100 | 36 | 0.0% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 1,080 | 35 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,000 | 34 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,000 | 33 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ancora Advisors LLC | History | Reduced | 988 | 32 | 0.0% | 0.0% | 162 | -568 | -36.5% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 920 | 30 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 873 | 28 | 0.0% | — | 165 | +873 | New | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 873 | 28 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 769 | 25 | 0.0% | 0.0% | 166 | -1,797 | -70.03% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | New | 763 | 25 | 0.0% | — | 168 | +763 | New | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 779 | 25 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Center for Financial Services | History | Added to | 706 | 23 | 0.01% | 0.01% | 170 | +1 | 0.14% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 700 | 23 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Bancorp, Inc /ME/ | History | New | 660 | 21 | 0.01% | — | 171 | +660 | New | Q2 2026 | Aug 11, 2026 |
| Front Row Advisors LLC | History | No change | 550 | 19 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 552 | 18 | 0.0% | 0.0% | 173 | -348 | -38.67% | Q2 2026 | Aug 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 500 | 17 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 500 | 16 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 500 | 16 | 0.01% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 474 | 15 | 0.01% | 0.01% | 177 | +1 | 0.21% | Q2 2026 | Jul 30, 2026 |
| Centerpoint Advisors, LLC | History | New | 336 | 11 | 0.0% | — | 178 | +336 | New | Q2 2026 | Aug 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 285 | 9 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | New | 250 | 8 | 0.0% | — | 180 | +250 | New | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 190 | 6 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | New | 150 | 4 | 0.0% | — | 185 | +150 | New | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 148 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOWE & RUSLING INC | History | No change | 126 | 4 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 130 | 4 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Qube Research & Technologies Ltd | History | New | 102 | 3 | 0.0% | — | 188 | +102 | New | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | New | 93 | 3 | 0.0% | — | 187 | +93 | New | Q2 2026 | Aug 05, 2026 |
| Silicon Valley Capital Partners | History | No change | 102 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Sunbelt Securities, Inc. | History | No change | 80 | 2 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 93 | 2 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | New | 55 | 1 | 0.0% | — | 192 | +55 | New | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 60 | 1 | 0.0% | 0.0% | 191 | -20 | -25.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,166 | -100.0% | Q2 2026 | Sep 02, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,871 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,689 | -100.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,482 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,310 | -100.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,598 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -10,264 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,603 | -100.0% | Q2 2026 | Jul 30, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.15% | — | -7,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Occidental Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,898 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,814 | -100.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -816 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -762 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q2 2026 | Jul 20, 2026 |
| FAS Wealth Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sankala Group LLC | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q2 2026 | Aug 18, 2026 |