Invesco Exchange-Traded Fund Trust II - SOXQ
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 | 919,311 | 103,054 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 396,580 | 44,456 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 337,373 | 33,534 | 1.11% | 1.25% | 3 | +1,870 | 0.56% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Added to | 237,798 | 23,637 | 0.01% | 0.01% | 4 | +3,839 | 1.64% | Q3 2026 | Nov 04, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 185,688 | 20,815 | 1.56% | 1.56% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 171,333 | 19,206 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 157,360 | 17,640 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 154,414 | 17,309 | 0.25% | 0.25% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 135,395 | 15,177 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 136,248 | 13,543 | 0.05% | 0.07% | 10 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 106,113 | 11,895 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 107,050 | 10,640 | 0.07% | 0.1% | 12 | -30,790 | -22.34% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 99,201 | 9,861 | 0.02% | 0.04% | 13 | -49,324 | -33.21% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 87,600 | 9,819 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 72,024 | 8,073 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 78,031 | 7,756 | 0.24% | 0.26% | 16 | -2,275 | -2.83% | Q3 2026 | Oct 27, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 73,395 | 7,295 | 0.09% | 0.08% | 17 | +22,413 | 43.96% | Q3 2026 | Oct 22, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 67,900 | 6,749 | 1.57% | 1.9% | 18 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SG Americas Securities, LLC | History | No change | 58,488 | 6,557 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Management, LLC | History | No change | 55,677 | 6,241 | 0.19% | 0.19% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 60,433 | 6,007 | 0.24% | 0.01% | 21 | +59,010 | 4146.87% | Q3 2026 | Oct 21, 2026 |
| Corient Private Wealth LP | History | No change | 50,796 | 5,694 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 50,709 | 5,685 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 47,555 | 5,330 | 2.21% | 2.21% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 46,235 | 5,185 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hardy Reed LLC | History | No change | 45,000 | 5,044 | 0.32% | 0.32% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 50,000 | 4,970 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 43,547 | 4,881 | 1.72% | 1.72% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 35,894 | 4,023 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 32,665 | 3,661 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 32,520 | 3,645 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 35,300 | 3,508 | 0.0% | 0.0% | 32 | +5,700 | 19.26% | Q3 2026 | Oct 29, 2026 |
| Belvedere Trading LLC | History | No change | 28,196 | 3,160 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | No change | 27,100 | 3,037 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 25,606 | 2,870 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 111 | 2,725 | 0.23% | 0.23% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 24,126 | 2,704 | 0.4% | 0.4% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 22,730 | 2,548 | 0.1% | 0.1% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,952 | 2,281 | 0.02% | 0.02% | 39 | +2,025 | 9.68% | Q3 2026 | Oct 08, 2026 |
| HighPoint Advisor Group LLC | History | No change | 20,248 | 2,269 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | No change | 18,851 | 2,113 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Journey Beyond Wealth, LLC | History | New | 20,502 | 2,037 | 1.54% | — | 42 | +20,502 | New | Q3 2026 | Nov 03, 2026 |
| Focus Partners Wealth | History | No change | 17,991 | 2,016 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 16,182 | 1,814 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 15,500 | 1,737 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 15,956 | 1,677 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jump Financial, LLC | History | No change | 14,431 | 1,617 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 14,026 | 1,572 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 12,229 | 1,370 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,764 | 1,368 | 0.01% | 0.02% | 50 | +875 | 6.79% | Q3 2026 | Oct 26, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 11,262 | 1,262 | 0.52% | 0.52% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,805 | 1,173 | 0.0% | 0.0% | 52 | -11,770 | -49.93% | Q3 2026 | Nov 02, 2026 |
| StoneX Group Inc. | History | Added to | 12,133 | 1,156 | 0.04% | 0.01% | 53 | +7,844 | 182.89% | Q3 2026 | Nov 03, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 11,314 | 1,142 | 0.0% | 0.01% | 55 | -21,480 | -65.5% | Q3 2026 | Oct 16, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 10,195 | 1,142 | 0.28% | 0.28% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,423 | 1,056 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 10,617 | 1,055 | 0.15% | 0.16% | 57 | +112 | 1.07% | Q3 2026 | Nov 03, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,841 | 991 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,746 | 980 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 8,308 | 931 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,688 | 861 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 8,569 | 851 | 0.59% | 0.66% | 62 | -521 | -5.73% | Q3 2026 | Oct 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,721 | 818 | 0.01% | 0.02% | 63 | -205 | -2.07% | Q3 2026 | Nov 04, 2026 |
| PFG Investments, LLC | History | No change | 7,114 | 797 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FFG Partners, LLC | History | Added to | 7,924 | 787 | 0.23% | 0.25% | 65 | +164 | 2.11% | Q3 2026 | Oct 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 6,905 | 774 | 0.1% | 0.1% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 7,270 | 722 | 0.02% | 0.02% | 67 | -1,313 | -15.3% | Q3 2026 | Oct 29, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 6,380 | 715 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,894 | 685 | 0.0% | 0.0% | 69 | +2,549 | 58.67% | Q3 2026 | Oct 30, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 5,744 | 643 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,658 | 634 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 6,087 | 605 | 0.22% | 0.62% | 72 | -8,705 | -58.85% | Q3 2026 | Oct 26, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 5,985 | 594 | 0.05% | 0.06% | 73 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,229 | 586 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Added to | 5,707 | 567 | 0.34% | 0.37% | 75 | +254 | 4.66% | Q3 2026 | Oct 14, 2026 |
| Creative Planning | History | Added to | 5,612 | 557 | 0.0% | 0.0% | 76 | +3,332 | 146.14% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,926 | 552 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,178 | 514 | 0.01% | 0.01% | 78 | -364 | -6.57% | Q3 2026 | Oct 21, 2026 |
| XTX Topco Ltd | History | No change | 4,234 | 474 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,055 | 455 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 4,064 | 455 | 0.25% | 0.25% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,445 | 441 | 0.0% | 0.0% | 82 | +2,513 | 130.07% | Q3 2026 | Oct 16, 2026 |
| Advisory Services Network, LLC | History | No change | 3,547 | 397 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,285 | 368 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 3,684 | 366 | 0.0% | — | 85 | +3,684 | New | Q3 2026 | Oct 13, 2026 |
| PKS Advisory Services, LLC | History | No change | 3,216 | 360 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FMR LLC | History | No change | 3,134 | 351 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Reduced | 3,479 | 345 | 0.01% | 0.01% | 88 | -945 | -21.36% | Q3 2026 | Oct 23, 2026 |
| Bolthouse Investments, LLC | History | No change | 3,000 | 336 | 0.27% | 0.27% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIH Partners, LLLP | History | No change | 2,907 | 325 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 2,883 | 323 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,835 | 317 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,817 | 315 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,157 | 313 | 0.02% | 0.02% | 94 | -52 | -1.62% | Q3 2026 | Oct 30, 2026 |
| Sankala Group LLC | History | No change | 3,335 | 312 | 0.21% | 0.21% | 95 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,768 | 310 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSTAR SECURITIES, INC | History | Reduced | 3,061 | 304 | 0.09% | 0.13% | 97 | -798 | -20.68% | Q3 2026 | Oct 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 2,650 | 297 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kropog Financial Group, LLC | History | No change | 2,618 | 293 | 0.21% | 0.21% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Northern Lights Advisors, Inc. | History | New | 2,947 | 292 | 0.15% | — | 100 | +2,947 | New | Q3 2026 | Oct 21, 2026 |
| Scientech Research LLC | History | No change | 2,597 | 291 | 0.24% | 0.24% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,890 | 287 | 0.01% | 0.01% | 102 | +539 | 22.93% | Q3 2026 | Oct 13, 2026 |
| Betterment LLC | History | No change | 2,553 | 286 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 2,497 | 279 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | No change | 2,400 | 269 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | New | 2,645 | 262 | 0.01% | — | 107 | +2,645 | New | Q3 2026 | Oct 23, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 2,342 | 262 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | No change | 2,200 | 246 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Worth Asset Management, LLC | History | Reduced | 2,458 | 244 | 0.07% | 0.09% | 109 | -30 | -1.21% | Q3 2026 | Oct 07, 2026 |
| CHOREO, LLC | History | Reduced | 2,368 | 235 | 0.0% | 0.0% | 110 | -447 | -15.88% | Q3 2026 | Oct 28, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 2,340 | 232 | 0.04% | 0.06% | 111 | -264 | -10.14% | Q3 2026 | Oct 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,010 | 225 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Everstar Asset Management, LLC | History | No change | 2,015 | 225 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | New | 2,243 | 222 | 0.0% | — | 114 | +2,243 | New | Q3 2026 | Oct 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,206 | 219 | 0.0% | 0.0% | 115 | -48 | -2.13% | Q3 2026 | Nov 02, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 1,955 | 219 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ERn Financial, LLC | History | New | 2,097 | 208 | 0.03% | — | 117 | +2,097 | New | Q3 2026 | Oct 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 2,399 | 203 | 0.0% | 0.01% | 118 | -1,107 | -31.57% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,733 | 194 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,633 | 183 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,609 | 180 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,632 | 162 | 0.0% | 0.0% | 122 | +245 | 17.66% | Q3 2026 | Oct 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,261 | 125 | 0.01% | 0.02% | 123 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Berbice Capital Management LLC | History | Added to | 1,250 | 124 | 0.06% | 0.04% | 124 | +530 | 73.61% | Q3 2026 | Oct 13, 2026 |
| Optiver Holding B.V. | History | No change | 939 | 105 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 835 | 93 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 827 | 92 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 750 | 74 | 0.01% | — | 128 | +750 | New | Q3 2026 | Oct 13, 2026 |
| GK Wealth Management LLC | History | New | 681 | 67 | 0.04% | — | 130 | +681 | New | Q3 2026 | Oct 09, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 600 | 67 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MidFirst Bank | History | No change | 584 | 65 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 602 | 60 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 468 | 52 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Downshift Financial, LLC | History | No change | 532 | 52 | 0.02% | 0.03% | 134 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Triumph Capital Management | History | New | 438 | 43 | 0.01% | — | 135 | +438 | New | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 360 | 38 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 325 | 32 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 310 | 30 | 0.01% | 0.02% | 138 | -188 | -37.75% | Q3 2026 | Nov 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 250 | 28 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Advisors | History | No change | 246 | 27 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | No change | 271 | 27 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 267 | 26 | 0.0% | 0.0% | 143 | -79 | -22.83% | Q3 2026 | Oct 16, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 265 | 26 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 220 | 24 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 212 | 23 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | No change | 200 | 22 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 171 | 17 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 170 | 16 | 0.0% | — | 148 | +170 | New | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 132 | 13 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 100 | 11 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 101 | 11 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | New | 51 | 5 | 0.0% | — | 153 | +51 | New | Q3 2026 | Nov 02, 2026 |
| Larson Financial Group LLC | History | No change | 49 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 50 | 4 | 0.0% | — | 156 | +50 | New | Q3 2026 | Oct 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 44 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 40 | 4 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 31 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westfuller Advisors, LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 28 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Truvestments Capital LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KPP Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,840 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Cannon Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -2,845 | -100.0% | Q3 2026 | Oct 14, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Closed out | 0 | 0 | — | 0.09% | — | -2,000 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Cadent Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,925 | -100.0% | Q3 2026 | Oct 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,866 | -100.0% | Q3 2026 | Oct 13, 2026 |
| L. Roy Papp & Associates, LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,850 | -100.0% | Q3 2026 | Oct 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -920 | -100.0% | Q3 2026 | Nov 02, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -570 | -100.0% | Q3 2026 | Oct 20, 2026 |
| LANARK FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q3 2026 | Oct 26, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Blue Trust, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 15, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Allied Private Wealth LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |