INVESCO EXCHANGE-TRADED FUND TRUST - RSPS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cresset Asset Management, LLC | History | Added to | 343,084 | 10,285 | 0.04% | 0.03% | 1 | +80,044 | 30.43% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 320,537 | 9,609 | 0.0% | 0.0% | 2 | +299,639 | 1433.82% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 295,487 | 8,858 | 0.0% | 0.0% | 3 | -2,811 | -0.94% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 194,133 | 5,820 | 0.01% | 0.01% | 4 | -6,841 | -3.4% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 183,405 | 5,498 | 0.0% | 0.0% | 5 | -74,896 | -29.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 159,074 | 4,769 | 0.0% | 0.0% | 6 | -4,396 | -2.69% | Q2 2026 | Aug 07, 2026 |
| First International Bank of Israel Ltd. | History | No change | 126,500 | 3,792 | 1.03% | 1.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 99,024 | 2,968 | 0.0% | 0.0% | 8 | -11,480 | -10.39% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 93,139 | 2,792 | 0.0% | 0.0% | 9 | +4,492 | 5.07% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 92,585 | 2,775 | 0.0% | 0.0% | 10 | -3,764 | -3.91% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 73,588 | 2,206 | 0.0% | 0.0% | 11 | -16,536 | -18.35% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 70,000 | 2,098 | 0.0% | — | 12 | +70,000 | New | Q2 2026 | Aug 13, 2026 |
| Friedenthal Financial | History | Added to | 60,761 | 1,821 | 0.84% | 0.85% | 13 | +3,244 | 5.64% | Q2 2026 | Jul 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 58,049 | 1,740 | 0.0% | 0.0% | 14 | +4,954 | 9.33% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 55,488 | 1,694 | 0.0% | 0.0% | 15 | -39,584 | -41.64% | Q2 2026 | Aug 12, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 55,700 | 1,669 | 0.33% | 0.4% | 16 | -2,990 | -5.09% | Q2 2026 | Jul 24, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 50,550 | 1,515 | 0.46% | 0.53% | 17 | -125 | -0.25% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 45,268 | 1,357 | 0.01% | 0.01% | 18 | -7 | -0.02% | Q2 2026 | Jul 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 43,680 | 1,309 | 0.54% | 0.78% | 19 | -11,045 | -20.18% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 38,702 | 1,160 | 0.0% | 0.0% | 20 | -13,991 | -26.55% | Q2 2026 | Jul 27, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 38,635 | 1,158 | 0.22% | 0.31% | 21 | -13,723 | -26.21% | Q2 2026 | Aug 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 38,355 | 1,149 | 0.11% | 0.13% | 22 | -2,809 | -6.82% | Q2 2026 | Aug 11, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 29,270 | 877 | 0.34% | 0.44% | 23 | -3,616 | -11.0% | Q2 2026 | Jul 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 29,221 | 876 | 0.25% | 0.31% | 24 | -2,497 | -7.87% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 28,908 | 866 | 0.0% | 0.0% | 25 | -1,046 | -3.49% | Q2 2026 | Aug 14, 2026 |
| Hills Bank & Trust Co | History | Added to | 28,744 | 861 | 0.04% | 0.04% | 26 | +3,088 | 12.04% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,986 | 809 | 0.0% | 0.0% | 27 | -548 | -1.99% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 23,489 | 704 | 0.01% | 0.0% | 28 | +6,839 | 41.08% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 21,114 | 632 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 20,600 | 617 | 0.0% | 0.0% | 30 | -6,367 | -23.61% | Q2 2026 | Aug 14, 2026 |
| Walker Asset Management, LLC | History | Added to | 19,574 | 586 | 0.3% | 0.3% | 31 | +1,030 | 5.55% | Q2 2026 | Jul 10, 2026 |
| Lido Advisors, LLC | History | Added to | 18,189 | 545 | 0.0% | 0.0% | 32 | +3,411 | 23.08% | Q2 2026 | Aug 07, 2026 |
| Sunbeam Capital Management, LLC | History | Reduced | 17,895 | 536 | 0.24% | 0.38% | 33 | -4,528 | -20.19% | Q2 2026 | Jul 14, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 17,188 | 515 | 0.24% | 0.32% | 34 | -4,422 | -20.46% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 16,922 | 507 | 0.03% | 0.04% | 35 | -381 | -2.2% | Q2 2026 | Jul 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 16,150 | 484 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,128 | 483 | 0.0% | 0.0% | 37 | -2,905 | -15.26% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 15,496 | 464 | 0.0% | 0.0% | 38 | -5,288 | -25.44% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 15,257 | 457 | 0.01% | 0.01% | 39 | -215 | -1.39% | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | Reduced | 14,079 | 422 | 0.05% | 0.06% | 40 | -67 | -0.47% | Q2 2026 | Jul 23, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 14,004 | 419 | 0.05% | 0.07% | 41 | -6,149 | -30.51% | Q2 2026 | Jul 23, 2026 |
| Cedrus Wealth Group LLC | History | New | 13,648 | 409 | 0.36% | — | 42 | +13,648 | New | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,751 | 391 | 0.0% | 0.0% | 43 | +3,049 | 31.43% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 12,497 | 374 | 0.0% | — | 44 | +12,497 | New | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,423 | 372 | 0.0% | 0.0% | 45 | -21,691 | -63.58% | Q2 2026 | Jul 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 12,497 | 368 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Royal Fund Management, LLC | History | Reduced | 12,173 | 364 | 0.03% | 0.03% | 47 | -20 | -0.16% | Q2 2026 | Jul 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 11,970 | 358 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 11,716 | 351 | 0.0% | 0.0% | 49 | +2,081 | 21.6% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,631 | 348 | 0.0% | 0.0% | 50 | -5,851 | -33.47% | Q2 2026 | Jul 28, 2026 |
| Private Wealth Group, LLC | History | Reduced | 10,997 | 329 | 0.13% | 0.19% | 51 | -3,121 | -22.11% | Q2 2026 | Jul 08, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 10,829 | 324 | 0.25% | 0.46% | 53 | -6,686 | -38.17% | Q2 2026 | Jul 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 10,817 | 324 | 0.01% | 0.01% | 52 | -218 | -1.98% | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 10,606 | 317 | 0.0% | 0.0% | 54 | -294 | -2.7% | Q2 2026 | Aug 14, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 10,474 | 314 | 0.11% | 0.13% | 55 | -504 | -4.59% | Q2 2026 | Jul 27, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 10,500 | 314 | 0.17% | 0.19% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,160 | 304 | 0.0% | 0.01% | 57 | -6,100 | -37.52% | Q2 2026 | Jul 22, 2026 |
| Strive Financial Group ,LLC | History | Added to | 10,040 | 300 | 0.13% | 0.15% | 58 | +678 | 7.24% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 9,730 | 291 | 0.09% | 0.14% | 59 | -2,747 | -22.02% | Q2 2026 | Jul 31, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 9,371 | 280 | 0.08% | 0.09% | 60 | +590 | 6.72% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 9,230 | 279 | 0.01% | 0.02% | 61 | -1,268 | -12.08% | Q2 2026 | Jul 28, 2026 |
| Aristotle Capital Management, LLC | History | New | 9,028 | 270 | 0.0% | — | 63 | +9,028 | New | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 9,017 | 270 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 8,938 | 267 | 0.0% | — | 64 | +8,938 | New | Q2 2026 | Jul 20, 2026 |
| Optas, LLC | History | Reduced | 8,734 | 261 | 0.04% | 0.07% | 65 | -6,820 | -43.85% | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,520 | 255 | 0.0% | 0.0% | 66 | -1,360 | -13.77% | Q2 2026 | Aug 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,410 | 252 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 7,815 | 234 | 0.15% | 0.5% | 68 | -13,555 | -63.43% | Q2 2026 | Jul 15, 2026 |
| Sage Capital Management, LLC | History | Reduced | 7,618 | 228 | 0.09% | 0.15% | 69 | -2,909 | -27.63% | Q2 2026 | Jul 20, 2026 |
| Mondrian Investment Partners LTD | History | New | 7,085 | 212 | 0.0% | — | 70 | +7,085 | New | Q2 2026 | Jul 30, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 7,020 | 210 | 0.05% | 0.06% | 71 | -340 | -4.62% | Q2 2026 | Aug 10, 2026 |
| Weaver Capital Management LLC | History | No change | 6,884 | 203 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | Reduced | 5,805 | 174 | 0.0% | 0.0% | 73 | -750 | -11.44% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 5,704 | 171 | 0.0% | — | 74 | +5,704 | New | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 5,179 | 155 | 0.0% | 0.0% | 75 | +406 | 8.51% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 3,408 | 102 | 0.0% | — | 76 | +3,408 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 3,428 | 101 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,270 | 98 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CX Institutional | History | Reduced | 3,124 | 94 | 0.0% | 0.01% | 80 | -8,716 | -73.61% | Q2 2026 | Jul 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,153 | 94 | 0.0% | 0.0% | 79 | -7,108 | -69.27% | Q2 2026 | Aug 12, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | New | 3,000 | 89 | 0.02% | — | 81 | +3,000 | New | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | Reduced | 1,817 | 54 | 0.0% | 0.0% | 82 | -277 | -13.23% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,750 | 52 | 0.0% | 0.0% | 84 | -1,000 | -36.36% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,761 | 52 | 0.0% | 0.0% | 83 | -686 | -28.03% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 1,235 | 37 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Costello Asset Management, INC | History | Added to | 1,193 | 35 | 0.01% | 0.01% | 86 | +9 | 0.76% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 827 | 24 | 0.0% | 0.0% | 87 | +6 | 0.73% | Q2 2026 | Jul 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 710 | 21 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 695 | 20 | 0.0% | 0.0% | 89 | -1,834 | -72.52% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 641 | 19 | 0.0% | 0.0% | 90 | +5 | 0.79% | Q2 2026 | Jul 24, 2026 |
| Capital Analysts, LLC | History | No change | 520 | 16 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 500 | 14 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Walsh & Associates, LLC | History | No change | 500 | 14 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 448 | 13 | 0.0% | 0.0% | 94 | +196 | 77.78% | Q2 2026 | Aug 14, 2026 |
| Banque Transatlantique SA | History | No change | 464 | 13 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 430 | 12 | 0.0% | 0.0% | 96 | -55 | -11.34% | Q2 2026 | Aug 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 400 | 11 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Planning Strategies Inc. | History | New | 294 | 8 | 0.0% | — | 98 | +294 | New | Q2 2026 | Jul 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 255 | 7 | 0.0% | — | 101 | +255 | New | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | New | 237 | 7 | 0.0% | — | 100 | +237 | New | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 242 | 7 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dunhill Financial, LLC | History | No change | 215 | 6 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Realta Investment Advisors | History | Added to | 169 | 5 | 0.0% | 0.0% | 104 | +2 | 1.2% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 175 | 5 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | New | 155 | 4 | 0.0% | — | 108 | +155 | New | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 145 | 4 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 160 | 4 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 145 | 4 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 109 | 3 | 0.0% | 0.0% | 109 | -37,385 | -99.71% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AlphaCore Capital LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.02% | — | -280,128 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Closed out | 0 | 0 | — | 2.67% | — | -172,457 | -100.0% | Q2 2026 | Jul 21, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -46,943 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,730 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.01% | — | -21,450 | -100.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,108 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -8,188 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.15% | — | -7,265 | -100.0% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,238 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.02% | — | -6,720 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,861 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,600 | -100.0% | Q2 2026 | Jul 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,511 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | 0.0% | — | -780 | -100.0% | Q2 2026 | Aug 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | New | 31 | 0 | — | — | — | +31 | New | Q2 2026 | Aug 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |