INVESCO EXCHANGE-TRADED FUND TRUST - RSPN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 3,317,862 | 210,352 | 0.01% | 0.0% | 1 | +3,315,578 | 145165.41% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,963,284 | 125,640 | 0.01% | 0.01% | 2 | +587,463 | 42.7% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,079,727 | 69,097 | 0.0% | 0.0% | 3 | +106,437 | 10.94% | Q2 2026 | Aug 14, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 629,151 | 40,262 | 5.19% | 5.49% | 4 | -920 | -0.15% | Q2 2026 | Jul 22, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 596,431 | 38,168 | 0.26% | 0.38% | 5 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Annex Advisory Services, LLC | History | New | 528,466 | 33,819 | 0.58% | — | 6 | +528,466 | New | Q2 2026 | Jul 10, 2026 |
| MORGAN STANLEY | History | Added to | 505,243 | 32,333 | 0.0% | 0.0% | 7 | +19,524 | 4.02% | Q2 2026 | Aug 13, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 430,937 | 27,577 | 1.13% | 1.63% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Added to | 375,853 | 24,052 | 0.01% | 0.01% | 9 | +11,324 | 3.11% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 328,052 | 20,995 | 0.0% | 0.0% | 10 | +9,545 | 3.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 318,668 | 20,393 | 0.0% | 0.0% | 11 | -151,278 | -32.19% | Q2 2026 | Aug 14, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 270,403 | 17,304 | 5.27% | 5.5% | 12 | -216 | -0.08% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 247,284 | 15,824 | 0.0% | 0.0% | 13 | -52,204 | -17.43% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 244,788 | 15,665 | 0.0% | 0.0% | 14 | -19,551 | -7.4% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 175,887 | 11,255 | 0.21% | 0.19% | 15 | +2,257 | 1.3% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 175,472 | 11,229 | 0.03% | 0.04% | 16 | +1,848 | 1.06% | Q2 2026 | Aug 12, 2026 |
| Carmel Capital Management L.L.C. | History | Added to | 173,445 | 11,099 | 2.43% | 2.84% | 17 | +1,225 | 0.71% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 162,003 | 10,367 | 0.64% | 0.63% | 18 | +3,318 | 2.09% | Q2 2026 | Aug 12, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 154,563 | 9,891 | 1.22% | 1.76% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Added to | 141,607 | 9,062 | 0.0% | 0.0% | 20 | +3,390 | 2.45% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 134,457 | 8,604 | 0.0% | 0.0% | 21 | -114,243 | -45.94% | Q2 2026 | Aug 06, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 110,743 | 7,086 | 1.99% | 2.05% | 22 | -2,462 | -2.17% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 102,046 | 6,530 | 0.0% | 0.0% | 23 | -19,972 | -16.37% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 86,312 | 5,523 | 0.01% | 0.01% | 24 | -9,984 | -10.37% | Q2 2026 | Aug 12, 2026 |
| Blue Chip Partners, LLC | History | Added to | 83,176 | 5,322 | 0.34% | 0.06% | 25 | +68,895 | 482.42% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 75,233 | 4,814 | 0.02% | 0.02% | 26 | -16,155 | -17.68% | Q2 2026 | Jul 28, 2026 |
| TKG Advisors, LLC | History | Added to | 74,188 | 4,747 | 1.65% | 1.7% | 27 | +2,668 | 3.73% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 67,623 | 4,273 | 0.01% | 0.01% | 28 | -3,813 | -5.34% | Q2 2026 | Jul 15, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 66,585 | 4,261 | 2.1% | 3.41% | 29 | -41,584 | -38.44% | Q2 2026 | Jul 22, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 64,765 | 4,144 | 3.2% | 3.68% | 30 | -7,266 | -10.09% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 58,826 | 3,764 | 0.03% | 0.03% | 31 | -104 | -0.18% | Q2 2026 | Jul 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 55,570 | 3,555 | 2.67% | 2.69% | 32 | +28 | 0.05% | Q2 2026 | Jul 22, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 55,497 | 3,551 | 0.74% | 0.7% | 33 | +118 | 0.21% | Q2 2026 | Aug 05, 2026 |
| G&S Capital LLC | History | Added to | 54,724 | 3,502 | 1.01% | 1.08% | 34 | +1,403 | 2.63% | Q2 2026 | Jul 10, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 47,088 | 3,013 | 0.91% | 0.98% | 35 | -500 | -1.05% | Q2 2026 | Aug 07, 2026 |
| Hills Bank & Trust Co | History | Added to | 44,386 | 2,840 | 0.12% | 0.11% | 36 | +3,789 | 9.33% | Q2 2026 | Aug 10, 2026 |
| Treasure Coast Financial Planning | History | Added to | 41,755 | 2,672 | 1.3% | 1.18% | 37 | +2,012 | 5.06% | Q2 2026 | Jul 29, 2026 |
| Choice Wealth Advisors LLC | History | Reduced | 40,303 | 2,579 | 0.91% | 0.91% | 38 | -90 | -0.22% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 38,974 | 2,494 | 0.01% | 0.01% | 39 | -3,222 | -7.64% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 38,328 | 2,453 | 0.0% | 0.0% | 40 | -3,352 | -8.04% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 37,858 | 2,422 | 0.0% | 0.0% | 41 | +1,731 | 4.79% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 37,127 | 2,375 | 0.0% | 0.0% | 42 | +424 | 1.16% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 36,302 | 2,323 | 0.01% | 0.01% | 43 | +1,066 | 3.03% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,823 | 2,201 | 0.0% | 0.0% | 44 | +5,575 | 19.06% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 32,901 | 2,105 | 0.03% | 0.03% | 45 | -2,677 | -7.52% | Q2 2026 | Aug 13, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 30,975 | 1,982 | 0.65% | 0.64% | 46 | -267 | -0.85% | Q2 2026 | Jul 16, 2026 |
| FDx Advisors, Inc. | History | Reduced | 29,959 | 1,917 | 0.58% | 0.87% | 47 | -17,605 | -37.01% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | New | 29,801 | 1,907 | 0.03% | — | 48 | +29,801 | New | Q2 2026 | Aug 06, 2026 |
| Friedenthal Financial | History | Added to | 27,621 | 1,767 | 0.82% | 0.79% | 49 | +415 | 1.53% | Q2 2026 | Jul 13, 2026 |
| Live Oak Investment Partners | History | Added to | 27,285 | 1,746 | 0.94% | 0.74% | 50 | +5,532 | 25.43% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Reduced | 26,220 | 1,677 | 0.0% | 0.0% | 51 | -26 | -0.1% | Q2 2026 | Aug 13, 2026 |
| Walker Asset Management, LLC | History | Added to | 24,572 | 1,572 | 0.79% | 0.74% | 52 | +694 | 2.91% | Q2 2026 | Jul 10, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 24,044 | 1,538 | 0.48% | 0.53% | 53 | -880 | -3.53% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 23,754 | 1,520 | 0.02% | 0.01% | 54 | +901 | 3.94% | Q2 2026 | Aug 11, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 22,846 | 1,462 | 0.81% | 0.87% | 55 | -255 | -1.1% | Q2 2026 | Jul 13, 2026 |
| Lido Advisors, LLC | History | Added to | 21,645 | 1,385 | 0.0% | 0.0% | 56 | +210 | 0.98% | Q2 2026 | Aug 07, 2026 |
| Hilltop Holdings Inc. | History | Added to | 20,365 | 1,303 | 0.1% | 0.11% | 57 | +74 | 0.36% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 19,566 | 1,252 | 0.01% | 0.01% | 58 | +5,917 | 43.35% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 19,464 | 1,245 | 0.08% | 0.09% | 59 | +159 | 0.82% | Q2 2026 | Jul 27, 2026 |
| Brick & Kyle, Associates | History | No change | 20,241 | 1,165 | 0.38% | 0.38% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | No change | 15,750 | 1,007 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 13,929 | 891 | 0.03% | — | 62 | +13,929 | New | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,546 | 866 | 0.0% | 0.0% | 63 | -4,628 | -25.46% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,433 | 859 | 0.0% | 0.0% | 64 | +1,016 | 8.18% | Q2 2026 | Aug 07, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 13,280 | 849 | 0.5% | 0.48% | 65 | +1,057 | 8.65% | Q2 2026 | Jul 28, 2026 |
| Brown Miller Wealth Management, LLC | History | New | 13,023 | 833 | 0.21% | — | 66 | +13,023 | New | Q2 2026 | Jul 16, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 12,056 | 771 | 0.0% | 0.0% | 67 | -421 | -3.37% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 11,663 | 746 | 0.02% | — | 68 | +11,663 | New | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 11,373 | 727 | 0.0% | 0.0% | 69 | -12 | -0.11% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 11,300 | 723 | 0.05% | 0.05% | 70 | +285 | 2.59% | Q2 2026 | Jul 08, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 10,867 | 695 | 0.37% | 0.4% | 72 | -330 | -2.95% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,875 | 695 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 10,186 | 651 | 0.01% | 0.01% | 73 | +588 | 6.13% | Q2 2026 | Aug 18, 2026 |
| &PARTNERS | History | Added to | 10,130 | 648 | 0.0% | 0.0% | 74 | +204 | 2.06% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 9,946 | 636 | 0.04% | 0.04% | 75 | -47 | -0.47% | Q2 2026 | Aug 07, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 9,443 | 604 | 0.28% | 0.25% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 9,430 | 603 | 0.01% | 0.01% | 77 | -3,123 | -24.88% | Q2 2026 | Jul 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,274 | 593 | 0.02% | 0.02% | 78 | -74 | -0.79% | Q2 2026 | Jul 09, 2026 |
| Corient Private Wealth LP | History | Added to | 8,796 | 562 | 0.0% | 0.0% | 79 | +2 | 0.02% | Q2 2026 | Aug 27, 2026 |
| Diversify Advisory Services, LLC | History | New | 8,081 | 517 | 0.01% | — | 80 | +8,081 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,081 | 517 | 0.01% | — | 81 | +8,081 | New | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,017 | 513 | 0.0% | 0.0% | 82 | -4,482 | -35.86% | Q2 2026 | Jul 27, 2026 |
| McAdam, LLC | History | No change | 7,905 | 505 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,566 | 484 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,556 | 483 | 0.02% | 0.02% | 85 | +100 | 1.34% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,230 | 462 | 0.01% | 0.01% | 86 | +386 | 5.64% | Q2 2026 | Aug 06, 2026 |
| Vanguard Capital Wealth Advisors | History | New | 7,112 | 455 | 0.31% | — | 87 | +7,112 | New | Q2 2026 | Jul 23, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 6,768 | 433 | 0.08% | 0.2% | 88 | -6,113 | -47.46% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,702 | 428 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,392 | 409 | 0.0% | 0.0% | 90 | +2,207 | 52.74% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,351 | 406 | 0.0% | 0.0% | 91 | -826 | -11.51% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | No change | 7,000 | 403 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial River Investments, LLC | History | Reduced | 6,026 | 385 | 0.11% | 0.14% | 93 | -668 | -9.98% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,875 | 376 | 0.0% | 0.0% | 94 | +54 | 0.93% | Q2 2026 | Aug 19, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,679 | 363 | 0.01% | 0.01% | 95 | +2,002 | 54.45% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 5,668 | 362 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 5,481 | 350 | 0.02% | 0.02% | 97 | +500 | 10.04% | Q2 2026 | Jul 14, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 5,416 | 346 | 0.02% | 0.02% | 98 | -574 | -9.58% | Q2 2026 | Jul 31, 2026 |
| Simplicity Wealth,LLC | History | New | 5,335 | 341 | 0.01% | — | 99 | +5,335 | New | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | Reduced | 5,269 | 337 | 0.0% | 0.0% | 100 | -157 | -2.89% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,235 | 335 | 0.0% | 0.0% | 101 | +6 | 0.11% | Q2 2026 | Aug 03, 2026 |
| Diversified Trust Co | History | No change | 5,125 | 327 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 4,905 | 313 | 0.08% | 0.09% | 103 | -539 | -9.9% | Q2 2026 | Jul 15, 2026 |
| Spire Wealth Management | History | Reduced | 4,880 | 312 | 0.01% | 0.01% | 104 | -194 | -3.82% | Q2 2026 | Jul 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,825 | 308 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,717 | 301 | 0.02% | 0.02% | 106 | +10 | 0.21% | Q2 2026 | Jul 23, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 4,715 | 301 | 0.14% | 0.15% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Calamos Wealth Management LLC | History | No change | 4,387 | 280 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | Added to | 4,277 | 273 | 0.0% | 0.01% | 109 | +3 | 0.07% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Partners, LLC | History | New | 4,250 | 271 | 0.02% | — | 110 | +4,250 | New | Q2 2026 | Aug 03, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 4,160 | 266 | 0.1% | 0.09% | 111 | +670 | 19.2% | Q2 2026 | Jul 22, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 4,095 | 262 | 0.03% | 0.04% | 112 | +16 | 0.39% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,086 | 261 | 0.0% | 0.0% | 113 | -213 | -4.95% | Q2 2026 | Jul 20, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,952 | 252 | 0.01% | 0.03% | 114 | -13,014 | -76.71% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,847 | 246 | 0.0% | 0.0% | 115 | +92 | 2.45% | Q2 2026 | Aug 04, 2026 |
| Financial Partners Group, Inc | History | No change | 3,855 | 246 | 0.02% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 3,792 | 242 | 0.04% | 0.06% | 117 | -1,622 | -29.96% | Q2 2026 | Jul 17, 2026 |
| PFG Advisors | History | Added to | 3,670 | 234 | 0.01% | 0.01% | 118 | +119 | 3.35% | Q2 2026 | Jul 16, 2026 |
| HCR Wealth Advisors | History | New | 3,400 | 217 | 0.02% | — | 119 | +3,400 | New | Q2 2026 | Jul 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 3,360 | 215 | 0.09% | — | 120 | +3,360 | New | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | New | 3,335 | 213 | 0.0% | — | 121 | +3,335 | New | Q2 2026 | Jul 15, 2026 |
| Williams & Novak, LLC | History | New | 3,250 | 207 | 0.14% | — | 122 | +3,250 | New | Q2 2026 | Jul 08, 2026 |
| MRA Advisory Group | History | New | 3,233 | 206 | 0.07% | — | 123 | +3,233 | New | Q2 2026 | Jul 08, 2026 |
| Firestone Capital Management | History | New | 3,189 | 204 | 0.04% | — | 124 | +3,189 | New | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,176 | 203 | 0.0% | 0.0% | 125 | -518 | -14.02% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,106 | 198 | 0.0% | 0.0% | 126 | -45 | -1.43% | Q2 2026 | Aug 12, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 2,978 | 190 | 0.03% | 0.03% | 127 | +5 | 0.17% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,725 | 174 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 2,630 | 168 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 2,500 | 159 | 0.21% | 0.2% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 2,696 | 155 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 2,272 | 145 | 0.0% | 0.0% | 132 | +300 | 15.21% | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,858 | 118 | 0.0% | — | 133 | +1,858 | New | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,686 | 107 | 0.0% | 0.0% | 134 | -239 | -12.42% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,687 | 107 | 0.0% | 0.0% | 135 | -140 | -7.66% | Q2 2026 | Aug 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,500 | 95 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 1,105 | 70 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 1,037 | 66 | 0.01% | 0.03% | 138 | -1,617 | -60.93% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,025 | 65 | 0.0% | 0.0% | 139 | +3 | 0.29% | Q2 2026 | Aug 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,025 | 65 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 861 | 55 | 0.0% | 0.0% | 141 | -98 | -10.22% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | No change | 765 | 48 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 638 | 40 | 0.01% | — | 143 | +638 | New | Q2 2026 | Aug 06, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 586 | 37 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 551 | 35 | 0.0% | 0.0% | 145 | +400 | 264.9% | Q2 2026 | Jul 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 535 | 34 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glassman Wealth Services | History | New | 494 | 31 | 0.0% | — | 147 | +494 | New | Q2 2026 | Aug 05, 2026 |
| Allied Private Wealth LLC | History | New | 486 | 30 | 0.02% | — | 149 | +486 | New | Q2 2026 | Jul 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 477 | 30 | 0.0% | 0.0% | 148 | -103 | -17.76% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 430 | 27 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Reduced | 372 | 24 | 0.0% | 0.01% | 151 | -5,870 | -94.04% | Q2 2026 | Jul 01, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 357 | 22 | 0.0% | 0.0% | 152 | -251 | -41.28% | Q2 2026 | Jul 21, 2026 |
| SYM FINANCIAL Corp | History | New | 322 | 20 | 0.0% | — | 153 | +322 | New | Q2 2026 | Aug 04, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 252 | 16 | 0.0% | 0.0% | 154 | +1 | 0.4% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 250 | 15 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 200 | 12 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 173 | 11 | 0.01% | — | 157 | +173 | New | Q2 2026 | Jul 29, 2026 |
| MCF Advisors LLC | History | No change | 170 | 10 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 141 | 9 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Clearstead Trust, LLC | History | No change | 130 | 8 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 139 | 8 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Copia Wealth Management | History | No change | 137 | 8 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ASSETMARK, INC | History | No change | 113 | 7 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cape Investment Advisory, Inc. | History | New | 70 | 4 | 0.0% | — | 165 | +70 | New | Q2 2026 | Jul 23, 2026 |
| BFSG, LLC | History | New | 65 | 4 | 0.0% | — | 164 | +65 | New | Q2 2026 | Jul 20, 2026 |
| Financial Gravity Companies, Inc. | History | New | 54 | 3 | 0.0% | — | 169 | +54 | New | Q2 2026 | Aug 05, 2026 |
| TRUST CO OF VERMONT | History | New | 50 | 3 | 0.0% | — | 168 | +50 | New | Q2 2026 | Aug 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 54 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Comprehensive Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.33% | — | -45,547 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -24,150 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.4% | — | -14,572 | -100.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,134 | -100.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,739 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,256 | -100.0% | Q2 2026 | Aug 11, 2026 |
| One Charles Private Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,281 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,387 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,131 | -100.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,745 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,738 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q2 2026 | Aug 12, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q2 2026 | Aug 13, 2026 |
| City State Bank | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |