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 | No change | 1,332,257 | 44,217 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 645,280 | 21,416 | 0.27% | 0.27% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 627,768 | 21,005 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 463,995 | 17,172 | 4.08% | 3.81% | 4 | +8,874 | 1.95% | Q3 2026 | Oct 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 401,114 | 13,312 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 366,785 | 12,173 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 333,942 | 11,083 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 323,015 | 10,720 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 305,433 | 10,137 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 277,231 | 9,201 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 233,436 | 7,747 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 204,137 | 7,555 | 0.43% | — | 12 | +204,137 | New | Q3 2026 | Oct 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 188,470 | 6,255 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 172,814 | 5,735 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 172,597 | 5,728 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 156,104 | 5,181 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Friedenthal Financial | History | Added to | 139,374 | 5,158 | 2.24% | 2.01% | 17 | +8,177 | 6.23% | Q3 2026 | Oct 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 154,993 | 5,144 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FCA CORP /TX | History | No change | 152,116 | 5,048 | 1.24% | 1.24% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 126,615 | 4,686 | 0.03% | 0.03% | 20 | -865 | -0.68% | Q3 2026 | Oct 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 126,146 | 4,668 | 0.14% | 0.13% | 21 | +30 | 0.02% | Q3 2026 | Oct 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 137,579 | 4,560 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 112,240 | 4,154 | 1.2% | 1.12% | 23 | -305 | -0.27% | Q3 2026 | Oct 30, 2026 |
| PGIM Custom Harvest LLC | History | No change | 114,215 | 3,790 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 101,825 | 3,768 | 0.0% | 0.01% | 25 | -40,030 | -28.22% | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 111,310 | 3,694 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 111,153 | 3,689 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stelac Advisory Services LLC | History | No change | 90,287 | 2,996 | 0.56% | 0.56% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Reduced | 74,547 | 2,758 | 0.0% | 0.0% | 29 | -6,517 | -8.04% | Q3 2026 | Nov 02, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 71,589 | 2,649 | 1.0% | 0.93% | 30 | -152 | -0.21% | Q3 2026 | Oct 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 75,587 | 2,508 | 0.24% | 0.24% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 64,283 | 2,379 | 0.34% | 0.32% | 32 | -3,920 | -5.75% | Q3 2026 | Oct 26, 2026 |
| Cornerstone Advisory, LLC | History | No change | 69,287 | 2,299 | 0.19% | 0.19% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hartford Financial Management Inc. | History | Added to | 55,791 | 2,064 | 0.46% | 0.41% | 34 | +3 | 0.01% | Q3 2026 | Oct 21, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 55,426 | 2,051 | 0.46% | 0.43% | 35 | -460 | -0.82% | Q3 2026 | Oct 16, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 60,682 | 2,014 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Berger Financial Group, Inc | History | No change | 59,353 | 1,969 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 51,399 | 1,721 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 45,808 | 1,695 | 0.41% | 0.36% | 39 | +2 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Walker Asset Management, LLC | History | Reduced | 44,448 | 1,645 | 0.83% | 0.76% | 40 | -1,129 | -2.48% | Q3 2026 | Oct 13, 2026 |
| Hills Bank & Trust Co | History | No change | 48,696 | 1,616 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,638 | 1,504 | 0.0% | 0.0% | 42 | +2,437 | 6.38% | Q3 2026 | Nov 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 42,122 | 1,398 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 37,200 | 1,376 | 0.18% | 0.16% | 44 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | No change | 41,000 | 1,360 | 0.68% | 0.68% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 37,266 | 1,236 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 33,088 | 1,224 | 0.0% | 0.0% | 47 | -3,161 | -8.72% | Q3 2026 | Nov 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 35,320 | 1,172 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 35,172 | 1,167 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 30,299 | 1,121 | 0.3% | — | 50 | +30,299 | New | Q3 2026 | Oct 26, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 27,705 | 1,025 | 0.86% | 0.79% | 51 | -507 | -1.8% | Q3 2026 | Nov 03, 2026 |
| Optas, LLC | History | No change | 30,154 | 1,000 | 0.14% | 0.14% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 29,815 | 989 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LM Advisors LLC | History | No change | 29,189 | 969 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 27,860 | 924 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empirical Asset Management, LLC | History | No change | 27,830 | 923 | 0.21% | 0.21% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 27,010 | 896 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 26,423 | 876 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quantinno Capital Management LP | History | No change | 26,022 | 863 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 25,831 | 857 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CHOREO, LLC | History | No change | 22,780 | 843 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| &PARTNERS | History | No change | 25,296 | 839 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 24,832 | 824 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | Reduced | 21,559 | 797 | 0.05% | 0.05% | 64 | -266 | -1.22% | Q3 2026 | Nov 02, 2026 |
| Sensible Money, LLC | History | Reduced | 21,559 | 797 | 0.2% | 0.19% | 65 | -266 | -1.22% | Q3 2026 | Oct 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 23,915 | 793 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wakefield Asset Management LLLP | History | New | 21,182 | 783 | 0.18% | — | 67 | +21,182 | New | Q3 2026 | Nov 04, 2026 |
| Private Advisor Group, LLC | History | No change | 22,498 | 746 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 19,520 | 722 | 0.01% | 0.01% | 69 | +203 | 1.05% | Q3 2026 | Oct 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 21,223 | 704 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 21,149 | 701 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 18,801 | 695 | 0.05% | 0.04% | 72 | -178 | -0.94% | Q3 2026 | Oct 08, 2026 |
| Mariner, LLC | History | No change | 20,049 | 665 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,400 | 643 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 19,228 | 638 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 18,966 | 629 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,477 | 609 | 0.0% | 0.0% | 77 | +1,113 | 7.24% | Q3 2026 | Nov 02, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 15,640 | 578 | 0.02% | 0.01% | 78 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 14,856 | 549 | 0.07% | 0.07% | 79 | +48 | 0.32% | Q3 2026 | Oct 16, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 14,674 | 543 | 0.41% | 0.4% | 80 | -1,196 | -7.54% | Q3 2026 | Oct 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14,560 | 538 | 0.15% | 0.14% | 81 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 16,070 | 533 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CRA Financial Services, LLC | History | Reduced | 14,084 | 521 | 0.06% | 0.05% | 83 | -157 | -1.1% | Q3 2026 | Oct 16, 2026 |
| Kovack Advisors, Inc. | History | No change | 15,213 | 512 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 15,297 | 507 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,250 | 490 | 0.01% | 0.0% | 86 | +6,670 | 101.37% | Q3 2026 | Oct 13, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 12,381 | 458 | 0.11% | 0.1% | 87 | +255 | 2.1% | Q3 2026 | Oct 14, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 12,367 | 457 | 0.07% | 0.06% | 88 | -313 | -2.47% | Q3 2026 | Oct 21, 2026 |
| StoneX Group Inc. | History | Reduced | 12,015 | 445 | 0.02% | 0.02% | 89 | -1,836 | -13.26% | Q3 2026 | Nov 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 13,385 | 444 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hilltop Holdings Inc. | History | No change | 13,085 | 434 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 11,556 | 427 | 0.02% | 0.02% | 92 | -1,225 | -9.58% | Q3 2026 | Oct 29, 2026 |
| Cooper Financial Group | History | Added to | 11,499 | 425 | 0.03% | 0.03% | 93 | +7 | 0.06% | Q3 2026 | Oct 07, 2026 |
| McAdam, LLC | History | Reduced | 11,219 | 415 | 0.02% | 0.01% | 94 | -40 | -0.36% | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,968 | 405 | 0.0% | 0.0% | 95 | -1,629 | -12.93% | Q3 2026 | Oct 13, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 10,931 | 404 | 0.02% | 0.01% | 96 | +2,300 | 26.65% | Q3 2026 | Nov 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,400 | 378 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Indivisible Partners | History | New | 10,123 | 374 | 0.02% | — | 98 | +10,123 | New | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 10,940 | 363 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 9,464 | 350 | 0.15% | 0.19% | 100 | -3,890 | -29.13% | Q3 2026 | Oct 13, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 10,488 | 348 | 0.23% | 0.23% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,176 | 337 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 9,086 | 332 | 0.1% | — | 103 | +9,086 | New | Q3 2026 | Oct 09, 2026 |
| Leo H. Evart, Inc. | History | No change | 9,768 | 324 | 0.26% | 0.26% | 104 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,327 | 309 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 9,303 | 308 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 8,074 | 298 | 0.05% | 0.05% | 107 | -325 | -3.87% | Q3 2026 | Oct 21, 2026 |
| Advisory Services Network, LLC | History | No change | 8,906 | 295 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 8,883 | 294 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 8,870 | 294 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 8,746 | 290 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Riggs Asset Managment Co. Inc. | History | New | 7,698 | 284 | 0.05% | — | 112 | +7,698 | New | Q3 2026 | Nov 04, 2026 |
| Targeted Financial Services LLC | History | Added to | 7,474 | 276 | 0.2% | 0.17% | 113 | +656 | 9.62% | Q3 2026 | Oct 19, 2026 |
| Prospera Financial Services Inc | History | New | 6,843 | 271 | 0.0% | — | 114 | +6,843 | New | Q3 2026 | Nov 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,000 | 265 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,984 | 265 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Segment Wealth Management, LLC | History | No change | 7,000 | 259 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bank OZK | History | No change | 7,800 | 258 | 0.08% | 0.08% | 118 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ProCore Advisors, LLC | History | No change | 6,970 | 257 | 0.31% | 0.29% | 119 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 6,855 | 253 | 0.0% | 0.0% | 120 | -550 | -7.43% | Q3 2026 | Oct 14, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 6,846 | 253 | 0.07% | 0.06% | 121 | +3 | 0.04% | Q3 2026 | Oct 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 7,500 | 250 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 7,460 | 247 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 6,478 | 239 | 0.1% | 0.11% | 124 | +5 | 0.08% | Q3 2026 | Nov 05, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 7,112 | 236 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 6,995 | 232 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crescent Sterling, Ltd. | History | New | 6,227 | 230 | 0.19% | — | 127 | +6,227 | New | Q3 2026 | Oct 16, 2026 |
| Zhang Financial LLC | History | No change | 6,900 | 229 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,870 | 228 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 6,128 | 226 | 0.0% | — | 130 | +6,128 | New | Q3 2026 | Oct 30, 2026 |
| S&A Financial Services, Inc. | History | Reduced | 6,059 | 224 | 0.14% | 0.13% | 131 | -184 | -2.95% | Q3 2026 | Nov 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,664 | 221 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 5,957 | 220 | 0.01% | — | 133 | +5,957 | New | Q3 2026 | Oct 13, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 5,833 | 215 | 0.05% | — | 134 | +5,833 | New | Q3 2026 | Oct 19, 2026 |
| Facet Wealth, Inc. | History | New | 5,775 | 213 | 0.0% | — | 135 | +5,775 | New | Q3 2026 | Nov 04, 2026 |
| CX Institutional | History | Added to | 5,597 | 207 | 0.01% | 0.0% | 136 | +837 | 17.58% | Q3 2026 | Oct 02, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 6,145 | 203 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orographic Financial Advisors, LLC | History | No change | 5,613 | 202 | 0.13% | 0.13% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,300 | 196 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Legacy Bridge, LLC | History | No change | 5,210 | 192 | 0.06% | 0.05% | 140 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Bogart Wealth, LLC | History | No change | 5,762 | 191 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,051 | 167 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,704 | 156 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATWOOD & PALMER INC | History | New | 4,166 | 154 | 0.01% | — | 144 | +4,166 | New | Q3 2026 | Oct 08, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 4,080 | 151 | 0.07% | 0.07% | 145 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,391 | 145 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAYBAN | History | No change | 4,000 | 132 | 0.1% | 0.1% | 147 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,887 | 128 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,831 | 127 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3,839 | 127 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | Reduced | 3,316 | 122 | 0.0% | 0.0% | 151 | -30,413 | -90.17% | Q3 2026 | Nov 04, 2026 |
| Joseph Group Capital Management | History | Reduced | 3,278 | 121 | 0.02% | 0.02% | 152 | -5 | -0.15% | Q3 2026 | Nov 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 3,255 | 120 | 0.01% | 0.0% | 153 | +822 | 33.79% | Q3 2026 | Oct 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,631 | 120 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 3,020 | 111 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,910 | 107 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,504 | 92 | 0.0% | 0.0% | 157 | -98 | -3.77% | Q3 2026 | Oct 16, 2026 |
| BlackRock, Inc. | History | No change | 2,300 | 76 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allied Private Wealth LLC | History | No change | 1,952 | 66 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BOKF, NA | History | No change | 1,365 | 50 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,420 | 47 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,427 | 47 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Trust, LLC | History | No change | 1,250 | 41 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Banque Transatlantique SA | History | No change | 1,178 | 39 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,000 | 38 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,000 | 37 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Lavaca Capital LLC | History | No change | 1,100 | 36 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 920 | 34 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Ancora Advisors LLC | History | No change | 988 | 32 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 873 | 32 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 873 | 32 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 830 | 30 | 0.0% | 0.0% | 172 | -710 | -46.1% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 764 | 28 | 0.0% | 0.0% | 173 | +616 | 416.22% | Q3 2026 | Nov 05, 2026 |
| AlphaCore Capital LLC | History | No change | 779 | 28 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 719 | 26 | 0.0% | 0.0% | 175 | +219 | 43.8% | Q3 2026 | Oct 26, 2026 |
| Pacific Center for Financial Services | History | Added to | 707 | 26 | 0.01% | 0.01% | 176 | +1 | 0.14% | Q3 2026 | Oct 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 769 | 25 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 763 | 25 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 660 | 24 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 700 | 23 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Front Row Advisors LLC | History | No change | 550 | 19 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 552 | 18 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 475 | 17 | 0.01% | 0.01% | 184 | +1 | 0.21% | Q3 2026 | Oct 29, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 500 | 17 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 500 | 16 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | New | 400 | 14 | 0.0% | — | 186 | +400 | New | Q3 2026 | Nov 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 285 | 9 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 250 | 8 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 190 | 7 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HOWE & RUSLING INC | History | No change | 126 | 4 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 150 | 4 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 130 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 93 | 3 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 102 | 3 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | New | 50 | 1 | 0.0% | — | 196 | +50 | New | Q3 2026 | Oct 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pettinga Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,000 | -100.0% | Q3 2026 | Oct 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,660 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,102 | -100.0% | Q3 2026 | Oct 28, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,080 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q3 2026 | Nov 05, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Sankala Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |