INVESCO EXCHANGE-TRADED FUND TRUST - RSPU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 593,610 | 48,159 | 0.01% | 0.01% | 1 | +10,047 | 1.72% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 420,124 | 34,084 | 0.0% | 0.0% | 2 | -6,808 | -1.59% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 219,208 | 17,784 | 0.0% | 0.0% | 3 | +40,090 | 22.38% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 164,273 | 13,327 | 0.0% | 0.0% | 4 | +11,767 | 7.72% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 122,710 | 9,965 | 0.01% | 0.01% | 5 | -2,051 | -1.64% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 112,864 | 9,156 | 0.03% | 0.04% | 6 | -4,496 | -3.83% | Q2 2026 | Jul 28, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 105,068 | 8,524 | 2.44% | 2.61% | 7 | +11,491 | 12.28% | Q2 2026 | Aug 07, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 99,554 | 8,076 | 1.36% | 1.41% | 8 | +2,926 | 3.03% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 84,382 | 6,846 | 0.02% | 0.02% | 9 | -1,478 | -1.72% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 64,966 | 5,261 | 0.0% | 0.0% | 10 | +10,679 | 19.67% | Q2 2026 | Aug 14, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Added to | 55,141 | 4,473 | 2.92% | 2.38% | 11 | +18,385 | 50.02% | Q2 2026 | Jul 15, 2026 |
| RM Financial Services, LLC | History | Added to | 50,927 | 4,131 | 3.07% | 3.52% | 12 | +534 | 1.06% | Q2 2026 | Aug 04, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 50,249 | 4,076 | 0.99% | 1.08% | 13 | +1,287 | 2.63% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Reduced | 49,511 | 4,016 | 0.0% | 0.0% | 14 | -867 | -1.72% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 41,286 | 3,413 | 0.0% | 0.0% | 15 | +17,313 | 72.22% | Q2 2026 | Aug 14, 2026 |
| Friedenthal Financial | History | Added to | 41,873 | 3,397 | 1.57% | 1.66% | 16 | +1,122 | 2.75% | Q2 2026 | Jul 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 39,555 | 3,209 | 0.04% | 0.04% | 17 | -1,252 | -3.07% | Q2 2026 | Aug 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 37,648 | 3,054 | 1.81% | 2.08% | 18 | -1,509 | -3.85% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 34,748 | 2,858 | 0.0% | 0.0% | 19 | +9,291 | 36.5% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 33,107 | 2,685 | 0.0% | 0.0% | 20 | +4,373 | 15.22% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 32,496 | 2,636 | 0.0% | 0.0% | 21 | +1,353 | 4.34% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 32,313 | 2,621 | 0.04% | 0.04% | 22 | +1,544 | 5.02% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,345 | 2,543 | 0.0% | 0.0% | 23 | +2,871 | 10.08% | Q2 2026 | Aug 03, 2026 |
| Dakota Wealth Management | History | Reduced | 29,201 | 2,369 | 0.05% | 0.06% | 24 | -2,405 | -7.61% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,039 | 2,274 | 0.02% | 0.02% | 25 | +1,887 | 7.22% | Q2 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | Added to | 23,395 | 1,897 | 0.0% | 0.0% | 27 | +1,403 | 6.38% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 23,390 | 1,897 | 0.01% | 0.01% | 26 | -500 | -2.09% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,370 | 1,896 | 0.0% | 0.0% | 28 | +484 | 2.11% | Q2 2026 | Jul 29, 2026 |
| Orographic Financial Advisors, LLC | History | Reduced | 21,446 | 1,668 | 1.1% | 1.24% | 29 | -59 | -0.27% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 20,212 | 1,639 | 0.03% | 0.04% | 30 | +595 | 3.03% | Q2 2026 | Aug 06, 2026 |
| MFA Wealth Services | History | Added to | 19,868 | 1,611 | 0.96% | 1.0% | 31 | +1,289 | 6.94% | Q2 2026 | Jul 21, 2026 |
| World Investment Advisors | History | Reduced | 18,777 | 1,523 | 0.03% | 0.02% | 32 | -208 | -1.1% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | New | 18,386 | 1,491 | 0.02% | — | 33 | +18,386 | New | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 18,187 | 1,475 | 0.0% | 0.0% | 34 | -10,211 | -35.96% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 17,920 | 1,454 | 0.0% | 0.0% | 35 | -3,734 | -17.24% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 17,492 | 1,419 | 0.06% | 0.07% | 36 | -773 | -4.23% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 13,697 | 1,111 | 0.0% | — | 37 | +13,697 | New | Q2 2026 | Aug 11, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 13,177 | 1,069 | 0.0% | 0.0% | 38 | -1,130 | -7.9% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,245 | 993 | 0.01% | 0.01% | 39 | +98 | 0.81% | Q2 2026 | Aug 14, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 11,809 | 958 | 0.4% | 0.4% | 40 | +1,086 | 10.13% | Q2 2026 | Jul 16, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 11,656 | 945 | 0.39% | 0.46% | 41 | -80 | -0.68% | Q2 2026 | Aug 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 11,492 | 932 | 0.02% | 0.02% | 42 | -529 | -4.4% | Q2 2026 | Jul 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 11,258 | 913 | 0.01% | 0.01% | 43 | -89 | -0.78% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,300 | 835 | 0.0% | — | 44 | +10,300 | New | Q2 2026 | Sep 02, 2026 |
| Berger Financial Group, Inc | History | Added to | 9,833 | 797 | 0.04% | 0.04% | 45 | +24 | 0.24% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,780 | 712 | 0.0% | 0.0% | 46 | +487 | 5.87% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,750 | 709 | 0.01% | 0.01% | 47 | +1,827 | 26.39% | Q2 2026 | Jul 27, 2026 |
| Simplicity Wealth,LLC | History | New | 8,549 | 693 | 0.02% | — | 48 | +8,549 | New | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | Reduced | 8,300 | 673 | 0.0% | 0.0% | 49 | -979 | -10.55% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,128 | 659 | 0.01% | 0.01% | 50 | +598 | 7.94% | Q2 2026 | Aug 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 7,713 | 625 | 0.02% | 0.02% | 51 | +825 | 11.98% | Q2 2026 | Jul 31, 2026 |
| Sage Capital Management, LLC | History | Reduced | 7,145 | 579 | 0.23% | 0.28% | 52 | -272 | -3.67% | Q2 2026 | Jul 20, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 7,012 | 568 | 0.17% | 0.21% | 53 | -110 | -1.54% | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 6,924 | 561 | 0.02% | — | 54 | +6,924 | New | Q2 2026 | Jul 27, 2026 |
| Walker Asset Management, LLC | History | Added to | 6,913 | 560 | 0.28% | 0.29% | 55 | +332 | 5.04% | Q2 2026 | Jul 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,561 | 532 | 0.0% | 0.0% | 56 | -14 | -0.21% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | Added to | 6,519 | 528 | 0.0% | 0.0% | 57 | +1,145 | 21.31% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 6,103 | 495 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 6,053 | 491 | 0.0% | 0.0% | 59 | +3,445 | 132.09% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 5,312 | 430 | 0.0% | 0.0% | 60 | +2,616 | 97.03% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,240 | 425 | 0.01% | 0.0% | 61 | +4,609 | 730.43% | Q2 2026 | Aug 14, 2026 |
| Financial Freedom, LLC | History | Reduced | 5,159 | 418 | 0.19% | 0.32% | 62 | -2,659 | -34.01% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 5,062 | 410 | 0.01% | — | 63 | +5,062 | New | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 4,913 | 398 | 0.0% | 0.0% | 64 | +295 | 6.39% | Q2 2026 | Aug 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 4,891 | 396 | 0.02% | 0.02% | 65 | +256 | 5.52% | Q2 2026 | Aug 04, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 4,697 | 381 | 0.21% | 0.23% | 66 | +314 | 7.16% | Q2 2026 | Jul 13, 2026 |
| Wakefield Asset Management LLLP | History | New | 4,425 | 359 | 0.08% | — | 67 | +4,425 | New | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | New | 4,296 | 348 | 0.01% | — | 68 | +4,296 | New | Q2 2026 | Aug 13, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 4,079 | 334 | 0.48% | 0.18% | 69 | -14,229 | -77.72% | Q2 2026 | Jul 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,044 | 328 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,000 | 325 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allen Capital Group, LLC | History | No change | 3,934 | 319 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 3,353 | 272 | 0.14% | 0.16% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,119 | 253 | 0.01% | 0.01% | 74 | +14 | 0.45% | Q2 2026 | Jul 31, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,016 | 244 | 0.01% | 0.03% | 75 | -8,280 | -73.3% | Q2 2026 | Aug 11, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 2,956 | 240 | 0.14% | 0.28% | 76 | -30,735 | -91.23% | Q2 2026 | Aug 20, 2026 |
| Retirement Planning Group, LLC | History | No change | 2,848 | 231 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,713 | 220 | 0.0% | 0.0% | 78 | +1,172 | 76.05% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,669 | 216 | 0.01% | 0.02% | 79 | +16 | 0.6% | Q2 2026 | Jul 08, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 2,658 | 215 | 0.11% | 0.12% | 80 | +78 | 3.02% | Q2 2026 | Aug 24, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 2,614 | 212 | 0.1% | 0.11% | 81 | +12 | 0.46% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,595 | 210 | 0.0% | 0.01% | 82 | -47,058 | -94.77% | Q2 2026 | Jul 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 2,579 | 209 | 0.01% | 0.01% | 83 | +6 | 0.23% | Q2 2026 | Jul 09, 2026 |
| Creative Planning | History | Reduced | 2,531 | 205 | 0.0% | 0.0% | 85 | -203 | -7.43% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Reduced | 2,529 | 205 | 0.01% | 0.01% | 84 | -30 | -1.17% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 2,520 | 204 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,512 | 203 | 0.0% | 0.0% | 87 | -3,424 | -57.68% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 2,480 | 201 | 0.0% | — | 88 | +2,480 | New | Q2 2026 | Aug 14, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 2,145 | 174 | 0.03% | 0.13% | 89 | -5,567 | -72.19% | Q2 2026 | Aug 10, 2026 |
| Financial Perspectives, Inc | History | No change | 2,112 | 171 | 0.04% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,938 | 157 | 0.02% | — | 91 | +1,938 | New | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,925 | 156 | 0.0% | — | 92 | +1,925 | New | Q2 2026 | Aug 11, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,753 | 142 | 0.01% | 0.24% | 93 | -27,351 | -93.98% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,702 | 138 | 0.02% | 0.03% | 94 | +11 | 0.65% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Added to | 1,640 | 133 | 0.0% | 0.0% | 95 | +21 | 1.3% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 1,273 | 103 | 0.0% | 0.0% | 96 | +603 | 90.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 1,154 | 94 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,056 | 85 | 0.0% | 0.0% | 98 | -35 | -3.21% | Q2 2026 | Aug 05, 2026 |
| Anchor Investment Management, LLC | History | Added to | 910 | 73 | 0.01% | 0.01% | 99 | +2 | 0.22% | Q2 2026 | Sep 15, 2026 |
| IFP Advisors, Inc | History | No change | 800 | 64 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 713 | 57 | 0.0% | — | 101 | +713 | New | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 670 | 54 | 0.0% | 0.0% | 102 | +4 | 0.6% | Q2 2026 | Jul 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 602 | 48 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 557 | 45 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 518 | 42 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 510 | 41 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | New | 487 | 39 | 0.0% | — | 107 | +487 | New | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 470 | 38 | 0.0% | 0.0% | 108 | +3 | 0.64% | Q2 2026 | Aug 03, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 419 | 33 | 0.02% | 0.03% | 109 | +2 | 0.48% | Q2 2026 | Jul 22, 2026 |
| Main Street Group, LTD | History | No change | 370 | 30 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 340 | 27 | 0.0% | 0.0% | 111 | +15 | 4.62% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 277 | 22 | 0.0% | — | 114 | +277 | New | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 276 | 22 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Basepoint Wealth LLC | History | No change | 280 | 22 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOP Private Wealth LLC. | History | New | 267 | 21 | 0.02% | — | 115 | +267 | New | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 250 | 20 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | No change | 250 | 20 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allied Private Wealth LLC | History | New | 244 | 19 | 0.01% | — | 118 | +244 | New | Q2 2026 | Jul 09, 2026 |
| FAS Wealth Partners, Inc. | History | New | 130 | 10 | 0.0% | — | 119 | +130 | New | Q2 2026 | Jul 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 106 | 9 | 0.0% | — | 120 | +106 | New | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 75 | 6 | 0.0% | — | 123 | +75 | New | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 75 | 6 | 0.0% | 0.0% | 122 | +25 | 50.0% | Q2 2026 | Jul 08, 2026 |
| CX Institutional | History | Reduced | 61 | 5 | 0.0% | 0.0% | 124 | -63 | -50.81% | Q2 2026 | Jul 01, 2026 |
| SIMPLEX TRADING, LLC | History | New | 62 | 5 | 0.0% | — | 125 | +62 | New | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 60 | 4 | 0.0% | — | 126 | +60 | New | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlphaCore Capital LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -59,765 | -100.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -36,646 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -16,839 | -100.0% | Q2 2026 | Aug 12, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.11% | — | -15,193 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,864 | -100.0% | Q2 2026 | Sep 08, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,731 | -100.0% | Q2 2026 | Jul 31, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,660 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,628 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 3 | 0 | — | 0.01% | — | -1,497 | -99.8% | Q2 2026 | Jul 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,068 | -100.0% | Q2 2026 | Jul 20, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -790 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -603 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q2 2026 | Jul 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q2 2026 | Jul 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| HOWE & RUSLING INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |