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 | No change | 3,317,862 | 210,352 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,963,284 | 125,640 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,079,727 | 69,097 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 629,151 | 40,262 | 5.19% | 5.19% | 4 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 505,243 | 32,333 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 430,937 | 27,577 | 1.13% | 1.13% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 375,853 | 24,052 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 376,731 | 21,820 | 0.14% | 0.26% | 8 | -219,700 | -36.84% | Q3 2026 | Oct 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 328,052 | 20,995 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 318,668 | 20,393 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 247,284 | 15,824 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 244,788 | 15,665 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 269,550 | 15,612 | 4.84% | 5.27% | 13 | -853 | -0.32% | Q3 2026 | Nov 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 175,472 | 11,229 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 179,391 | 10,390 | 0.18% | 0.21% | 15 | +3,504 | 1.99% | Q3 2026 | Oct 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 162,003 | 10,367 | 0.64% | 0.64% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carmel Capital Management L.L.C. | History | No change | 173,445 | 10,045 | 2.36% | 2.43% | 17 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 154,563 | 9,891 | 1.22% | 1.22% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 141,607 | 9,062 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 134,457 | 8,604 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 102,046 | 6,530 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 109,827 | 6,361 | 1.67% | 1.99% | 22 | -916 | -0.83% | Q3 2026 | Oct 23, 2026 |
| Cetera Investment Advisers | History | No change | 86,312 | 5,523 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Chip Partners, LLC | History | No change | 83,176 | 5,322 | 0.34% | 0.34% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 80,048 | 4,636 | 0.01% | 0.02% | 25 | +4,815 | 6.4% | Q3 2026 | Nov 02, 2026 |
| TKG Advisors, LLC | History | Added to | 75,351 | 4,364 | 1.49% | 1.65% | 26 | +1,163 | 1.57% | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 68,138 | 3,993 | 0.01% | 0.01% | 27 | +515 | 0.76% | Q3 2026 | Oct 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 61,629 | 3,570 | 1.92% | 2.1% | 28 | -4,956 | -7.44% | Q3 2026 | Oct 29, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 55,497 | 3,551 | 0.74% | 0.74% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 59,107 | 3,423 | 0.02% | 0.03% | 30 | +281 | 0.48% | Q3 2026 | Oct 08, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 57,150 | 3,310 | 2.48% | 2.67% | 31 | +1,580 | 2.84% | Q3 2026 | Oct 23, 2026 |
| G&S Capital LLC | History | Added to | 56,792 | 3,289 | 0.95% | 1.01% | 32 | +2,068 | 3.78% | Q3 2026 | Oct 23, 2026 |
| Hills Bank & Trust Co | History | No change | 44,386 | 2,840 | 0.12% | 0.12% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 46,473 | 2,691 | 0.78% | 0.91% | 34 | -615 | -1.31% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 38,328 | 2,453 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 37,858 | 2,422 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 41,753 | 2,418 | 0.84% | 0.91% | 37 | +1,450 | 3.6% | Q3 2026 | Oct 16, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 41,120 | 2,381 | 1.14% | 1.3% | 38 | -635 | -1.52% | Q3 2026 | Nov 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 37,127 | 2,375 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 36,302 | 2,323 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 34,823 | 2,201 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 32,901 | 2,105 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 30,975 | 1,982 | 0.65% | 0.65% | 43 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FDx Advisors, Inc. | History | No change | 29,959 | 1,917 | 0.58% | 0.58% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 29,801 | 1,907 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 31,048 | 1,798 | 0.0% | 0.01% | 46 | -7,926 | -20.34% | Q3 2026 | Nov 02, 2026 |
| Friedenthal Financial | History | Added to | 29,505 | 1,708 | 0.74% | 0.82% | 47 | +1,884 | 6.82% | Q3 2026 | Oct 27, 2026 |
| FMR LLC | History | No change | 26,220 | 1,677 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 23,754 | 1,520 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 22,846 | 1,462 | 0.81% | 0.81% | 50 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 24,431 | 1,444 | 0.02% | 0.01% | 51 | +16,350 | 202.33% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 24,431 | 1,444 | 0.02% | 0.01% | 52 | +16,350 | 202.33% | Q3 2026 | Oct 20, 2026 |
| Live Oak Investment Partners | History | Reduced | 24,573 | 1,423 | 0.77% | 0.94% | 53 | -2,712 | -9.94% | Q3 2026 | Oct 23, 2026 |
| Walker Asset Management, LLC | History | Reduced | 24,243 | 1,404 | 0.71% | 0.79% | 54 | -329 | -1.34% | Q3 2026 | Oct 13, 2026 |
| Lido Advisors, LLC | History | Added to | 23,749 | 1,375 | 0.0% | 0.0% | 55 | +2,104 | 9.72% | Q3 2026 | Nov 04, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 23,739 | 1,374 | 0.48% | 0.48% | 56 | -305 | -1.27% | Q3 2026 | Oct 16, 2026 |
| Hilltop Holdings Inc. | History | No change | 20,365 | 1,303 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 19,566 | 1,252 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brick & Kyle, Associates | History | No change | 20,241 | 1,165 | 0.38% | 0.38% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | No change | 15,750 | 1,007 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 16,872 | 977 | 0.24% | 0.21% | 61 | +3,849 | 29.56% | Q3 2026 | Nov 02, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 15,609 | 904 | 0.07% | 0.08% | 62 | -3,855 | -19.81% | Q3 2026 | Oct 28, 2026 |
| IFG Advisory, LLC | History | No change | 13,929 | 891 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,433 | 859 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 13,845 | 801 | 0.01% | 0.58% | 65 | -514,621 | -97.38% | Q3 2026 | Oct 15, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 13,781 | 798 | 0.44% | 0.5% | 66 | +501 | 3.77% | Q3 2026 | Oct 28, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 12,056 | 771 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 11,663 | 746 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 11,373 | 727 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,875 | 695 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Traction Financial Partners, LLC | History | No change | 10,867 | 695 | 0.37% | 0.37% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 11,386 | 659 | 0.04% | 0.05% | 72 | +86 | 0.76% | Q3 2026 | Oct 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 10,186 | 651 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| &PARTNERS | History | No change | 10,130 | 648 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,946 | 636 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,677 | 618 | 0.0% | 0.0% | 76 | -2,869 | -21.18% | Q3 2026 | Oct 30, 2026 |
| Corient Private Wealth LP | History | No change | 8,796 | 562 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 9,443 | 546 | 0.24% | 0.28% | 78 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 9,336 | 540 | 0.01% | 0.01% | 79 | -94 | -1.0% | Q3 2026 | Oct 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,213 | 533 | 0.02% | 0.02% | 80 | -61 | -0.66% | Q3 2026 | Oct 14, 2026 |
| Private Advisor Group, LLC | History | No change | 8,017 | 513 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,566 | 484 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | No change | 7,556 | 483 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,230 | 462 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 7,909 | 458 | 0.04% | — | 85 | +7,909 | New | Q3 2026 | Oct 27, 2026 |
| McAdam, LLC | History | No change | 7,905 | 457 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 7,608 | 440 | 0.07% | 0.04% | 87 | +3,816 | 100.63% | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,392 | 409 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 7,000 | 403 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,702 | 388 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,669 | 386 | 0.01% | 0.01% | 91 | +1,334 | 25.0% | Q3 2026 | Oct 23, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 6,568 | 380 | 0.06% | 0.08% | 92 | -200 | -2.96% | Q3 2026 | Oct 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,875 | 376 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,679 | 363 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 5,668 | 362 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,152 | 356 | 0.0% | 0.0% | 96 | -199 | -3.13% | Q3 2026 | Nov 02, 2026 |
| Jacobi Capital Management LLC | History | No change | 5,416 | 346 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | No change | 5,269 | 337 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial River Investments, LLC | History | Reduced | 5,735 | 332 | 0.09% | 0.11% | 99 | -291 | -4.83% | Q3 2026 | Oct 19, 2026 |
| Diversified Trust Co | History | No change | 5,125 | 327 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 5,601 | 324 | 0.02% | 0.02% | 101 | +120 | 2.19% | Q3 2026 | Oct 08, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,825 | 308 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,245 | 303 | 0.0% | 0.0% | 103 | +10 | 0.19% | Q3 2026 | Oct 26, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 4,715 | 301 | 0.14% | 0.14% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 4,277 | 273 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 4,527 | 262 | 0.1% | 0.1% | 106 | +367 | 8.82% | Q3 2026 | Oct 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,498 | 260 | 0.02% | 0.02% | 107 | -219 | -4.64% | Q3 2026 | Oct 30, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,461 | 258 | 0.0% | — | 109 | +4,461 | New | Q3 2026 | Oct 16, 2026 |
| Spire Wealth Management | History | Reduced | 4,461 | 258 | 0.01% | 0.01% | 108 | -419 | -8.59% | Q3 2026 | Oct 30, 2026 |
| Calamos Wealth Management LLC | History | No change | 4,387 | 254 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| GTS SECURITIES LLC | History | No change | 3,952 | 252 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 4,275 | 247 | 0.01% | — | 112 | +4,275 | New | Q3 2026 | Oct 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,847 | 246 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 4,147 | 240 | 0.03% | 0.03% | 114 | +52 | 1.27% | Q3 2026 | Oct 16, 2026 |
| Financial Partners Group, Inc | History | No change | 3,855 | 223 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| StoneX Group Inc. | History | New | 3,641 | 217 | 0.01% | — | 116 | +3,641 | New | Q3 2026 | Nov 03, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 3,360 | 215 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Advisors | History | Added to | 3,672 | 212 | 0.01% | 0.01% | 118 | +2 | 0.05% | Q3 2026 | Oct 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 3,645 | 211 | 0.06% | 0.08% | 120 | -1,260 | -25.69% | Q3 2026 | Oct 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,650 | 211 | 0.0% | 0.0% | 119 | -436 | -10.67% | Q3 2026 | Oct 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,176 | 203 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,106 | 198 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,725 | 174 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 2,985 | 172 | 0.03% | 0.03% | 124 | +7 | 0.24% | Q3 2026 | Oct 23, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 2,500 | 159 | 0.21% | 0.21% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 2,630 | 152 | 0.02% | 0.03% | 126 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| AE Wealth Management LLC | History | No change | 2,272 | 145 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,858 | 118 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 1,686 | 107 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,687 | 107 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,037 | 66 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,025 | 65 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,025 | 65 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advanced Asset Management Advisors Inc | History | Added to | 1,111 | 64 | 0.02% | 0.02% | 134 | +6 | 0.54% | Q3 2026 | Oct 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 861 | 49 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 731 | 42 | 0.0% | 0.0% | 136 | -34 | -4.44% | Q3 2026 | Nov 03, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 586 | 33 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Glassman Wealth Services | History | No change | 494 | 31 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 535 | 30 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 477 | 30 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 486 | 30 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 430 | 27 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Reduced | 371 | 21 | 0.0% | 0.0% | 143 | -1 | -0.27% | Q3 2026 | Oct 02, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 357 | 20 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 250 | 15 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 252 | 14 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CITIGROUP INC | History | No change | 200 | 11 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 173 | 10 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Clearstead Trust, LLC | History | No change | 130 | 8 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 139 | 8 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Copia Wealth Management | History | No change | 137 | 8 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 115 | 6 | 0.0% | — | 153 | +115 | New | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | No change | 113 | 6 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 70 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 54 | 3 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BFSG, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 50 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 3.2% | — | -64,765 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Vanguard Capital Wealth Advisors | History | Closed out | 0 | 0 | — | 0.31% | — | -7,112 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Private Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,250 | -100.0% | Q3 2026 | Oct 22, 2026 |
| HCR Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -3,400 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,335 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Williams & Novak Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,250 | -100.0% | Q3 2026 | Oct 09, 2026 |
| MRA Advisory Group | History | Closed out | 0 | 0 | — | 0.07% | — | -3,233 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Firestone Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -3,189 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -638 | -100.0% | Q3 2026 | Oct 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -551 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -322 | -100.0% | Q3 2026 | Oct 26, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2026 | Oct 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2026 | Oct 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Signature Equity Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 29, 2026 |
| City State Bank | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |