Invesco Exchange-Traded Fund Trust II - SPHB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 929,520 | 144,624 | 0.01% | 0.01% | 1 | +204,016 | 28.12% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 271,143 | 42,187 | 0.0% | 0.0% | 2 | +47,575 | 21.28% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 261,857 | 40,742 | 0.01% | 0.01% | 3 | +23,217 | 9.73% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 235,701 | 36,673 | 0.08% | 0.0% | 4 | +225,814 | 2283.95% | Q2 2026 | Jul 27, 2026 |
| Proficio Capital Partners LLC | History | Added to | 234,468 | 36,480 | 1.31% | 0.46% | 5 | +160,750 | 218.06% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 223,072 | 34,707 | 0.01% | 0.0% | 6 | +104,896 | 88.76% | Q2 2026 | Aug 14, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 209,633 | 32,616 | 10.22% | 8.67% | 7 | -2,820 | -1.33% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 198,596 | 30,899 | 0.0% | 0.0% | 8 | +120,958 | 155.8% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 143,770 | 22,369 | 0.07% | 0.06% | 9 | +2,609 | 1.85% | Q2 2026 | Aug 12, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 122,944 | 19,128 | 1.65% | 0.08% | 10 | +115,254 | 1498.75% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 105,871 | 16,472 | 0.0% | 0.0% | 11 | -10,084 | -8.7% | Q2 2026 | Sep 02, 2026 |
| Jump Financial, LLC | History | Added to | 99,662 | 15,506 | 0.12% | 0.08% | 12 | +46,235 | 86.54% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 96,120 | 14,465 | 0.01% | 0.0% | 13 | +30,373 | 46.2% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 86,804 | 13,505 | 0.0% | 0.0% | 14 | -5,997 | -6.46% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 81,949 | 12,750 | 0.0% | 0.0% | 15 | +11,388 | 16.14% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 77,235 | 12,017 | 1.92% | 0.97% | 16 | +33,671 | 77.29% | Q2 2026 | Jul 24, 2026 |
| BNB Wealth Management, LLC | History | Added to | 53,847 | 8,378 | 4.58% | 3.1% | 17 | +12,143 | 29.12% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 50,409 | 7,843 | 0.0% | 0.0% | 18 | -10,010 | -16.57% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 50,126 | 7,799 | 0.0% | 0.0% | 19 | +20,797 | 70.91% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 49,302 | 7,670 | 0.07% | 0.03% | 20 | +20,520 | 71.29% | Q2 2026 | Aug 06, 2026 |
| Winter & Associates, Inc. | History | Added to | 49,302 | 7,670 | 5.76% | 2.97% | 21 | +20,450 | 70.88% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 48,042 | 7,475 | 0.0% | 0.0% | 22 | -25,198 | -34.4% | Q2 2026 | Aug 14, 2026 |
| Chicago Wealth Management, Inc. | History | New | 46,706 | 7,266 | 2.58% | — | 23 | +46,706 | New | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,400 | 7,063 | 0.0% | 0.0% | 24 | +37,800 | 497.37% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | New | 39,661 | 6,170 | 0.05% | — | 25 | +39,661 | New | Q2 2026 | Aug 06, 2026 |
| Csenge Advisory Group | History | Added to | 38,047 | 5,919 | 0.24% | 0.19% | 26 | +2,580 | 7.27% | Q2 2026 | Aug 10, 2026 |
| GTS SECURITIES LLC | History | Added to | 37,662 | 5,860 | 0.12% | 0.09% | 27 | +15,512 | 70.03% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 36,427 | 5,673 | 0.0% | 0.0% | 28 | +1,882 | 5.45% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 34,954 | 5,353 | 0.0% | 0.0% | 29 | +8,083 | 30.08% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 33,491 | 5,210 | 0.0% | 0.0% | 30 | +3,896 | 13.16% | Q2 2026 | Aug 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 32,356 | 5,034 | 1.35% | 1.14% | 31 | +1,200 | 3.85% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 29,435 | 4,579 | 0.01% | 0.01% | 32 | +6,787 | 29.97% | Q2 2026 | Aug 07, 2026 |
| PFG Advisors | History | Reduced | 29,242 | 4,549 | 0.23% | 0.19% | 33 | -3,603 | -10.97% | Q2 2026 | Jul 16, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 26,951 | 4,193 | 0.51% | 0.64% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 26,301 | 4,092 | 0.4% | 0.35% | 35 | -950 | -3.49% | Q2 2026 | Aug 05, 2026 |
| Q3 Asset Management | History | New | 24,352 | 3,788 | 0.69% | — | 36 | +24,352 | New | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 23,642 | 3,678 | 0.15% | 0.11% | 37 | -6,930 | -22.67% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | Added to | 23,222 | 3,613 | 0.28% | 0.14% | 38 | +9,749 | 72.36% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,525 | 3,349 | 0.01% | 0.01% | 39 | +8,839 | 69.68% | Q2 2026 | Jul 28, 2026 |
| SIG BROKERAGE, LP | History | No change | 20,000 | 3,111 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 18,483 | 2,875 | 0.0% | 0.0% | 41 | -3,955 | -17.63% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 18,100 | 2,816 | 0.0% | 0.0% | 42 | +1,079 | 6.34% | Q2 2026 | Aug 14, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 17,791 | 2,768 | 1.1% | 0.91% | 43 | -104 | -0.58% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | New | 87 | 2,672 | 0.22% | — | 44 | +87 | New | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | New | 17,152 | 2,668 | 0.03% | — | 45 | +17,152 | New | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,978 | 2,641 | 0.0% | 0.0% | 46 | -663 | -3.76% | Q2 2026 | Jul 29, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 15,774 | 2,454 | 0.33% | 0.29% | 47 | -238 | -1.49% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | Added to | 15,430 | 2,400 | 0.0% | 0.0% | 48 | +46 | 0.3% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 14,897 | 2,317 | 0.01% | 0.01% | 49 | +1,393 | 10.32% | Q2 2026 | Aug 17, 2026 |
| E&G Advisors, LLC | History | No change | 14,465 | 2,250 | 0.43% | 0.37% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 13,828 | 2,151 | 0.9% | — | 51 | +13,828 | New | Q2 2026 | Jul 16, 2026 |
| Ramiah Investment Group | History | New | 13,747 | 2,138 | 1.63% | — | 52 | +13,747 | New | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,939 | 1,701 | 0.01% | 0.0% | 53 | +6,759 | 161.7% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 10,378 | 1,614 | 0.04% | 0.0% | 54 | +9,464 | 1035.45% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 10,088 | 1,569 | 0.01% | 0.01% | 55 | -50 | -0.49% | Q2 2026 | Jul 24, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 9,259 | 1,440 | 0.0% | 0.0% | 56 | +7,091 | 327.08% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 9,005 | 1,401 | 0.05% | 0.04% | 57 | +200 | 2.27% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,942 | 1,391 | 0.0% | 0.0% | 58 | +17 | 0.19% | Q2 2026 | Aug 12, 2026 |
| Sequent Asset Management, LLC | History | No change | 8,613 | 1,340 | 0.57% | 0.48% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HRT FINANCIAL LP | History | Added to | 8,228 | 1,280 | 0.0% | 0.0% | 60 | +2,172 | 35.87% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | New | 7,696 | 1,197 | 0.01% | — | 61 | +7,696 | New | Q2 2026 | Jul 13, 2026 |
| &PARTNERS | History | Added to | 8,281 | 1,185 | 0.0% | 0.0% | 62 | +1,685 | 25.55% | Q2 2026 | Aug 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 6,868 | 1,068 | 0.18% | 0.15% | 63 | +451 | 7.03% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | Added to | 6,363 | 990 | 0.0% | 0.0% | 64 | +4,036 | 173.44% | Q2 2026 | Jul 31, 2026 |
| Seros Financial, LLC | History | Reduced | 6,007 | 934 | 0.49% | 0.48% | 65 | -500 | -7.68% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 5,969 | 928 | 0.05% | 0.04% | 66 | +163 | 2.81% | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 5,810 | 903 | 0.07% | 0.06% | 67 | +140 | 2.47% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 5,500 | 855 | 0.13% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 5,456 | 848 | 0.01% | 0.01% | 69 | -85 | -1.53% | Q2 2026 | Jul 24, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 5,449 | 847 | 0.02% | 0.01% | 70 | -84 | -1.52% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 5,344 | 831 | 0.08% | — | 71 | +5,344 | New | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,189 | 807 | 0.0% | 0.0% | 72 | +2,241 | 76.02% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 5,172 | 804 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,116 | 795 | 0.01% | 0.0% | 74 | +440 | 9.41% | Q2 2026 | Sep 08, 2026 |
| Midwest Financial Network, LLC | History | Added to | 5,049 | 785 | 0.54% | 0.23% | 75 | +2,590 | 105.33% | Q2 2026 | Jul 07, 2026 |
| XTX Topco Ltd | History | Added to | 4,897 | 761 | 0.01% | 0.01% | 76 | +1,386 | 39.48% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,869 | 757 | 0.0% | 0.0% | 77 | +104 | 2.18% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,829 | 751 | 0.01% | — | 78 | +4,829 | New | Q2 2026 | Jul 09, 2026 |
| Optivise Advisory Services LLC | History | New | 4,763 | 741 | 0.38% | — | 79 | +4,763 | New | Q2 2026 | Jul 13, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 4,436 | 690 | 0.29% | 0.26% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 4,341 | 664 | 0.72% | 0.95% | 81 | -3,260 | -42.89% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | New | 4,171 | 649 | 0.01% | — | 82 | +4,171 | New | Q2 2026 | Aug 06, 2026 |
| Weaver Consulting Group | History | Reduced | 4,129 | 642 | 0.13% | 0.14% | 83 | -1,000 | -19.5% | Q2 2026 | Jul 29, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 4,034 | 627 | 0.2% | 0.17% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 3,994 | 621 | 0.2% | 0.17% | 85 | -61 | -1.5% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,966 | 617 | 0.0% | 0.0% | 86 | +154 | 4.04% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,944 | 613 | 0.05% | — | 87 | +3,944 | New | Q2 2026 | Aug 14, 2026 |
| RCS Financial Planning, LLC | History | Added to | 3,914 | 608 | 0.29% | 0.19% | 88 | +797 | 25.57% | Q2 2026 | Jul 22, 2026 |
| Financial Partners Group, Inc | History | Added to | 3,868 | 601 | 0.06% | 0.05% | 89 | +436 | 12.7% | Q2 2026 | Jul 23, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Reduced | 3,791 | 589 | 0.62% | 0.56% | 90 | -251 | -6.21% | Q2 2026 | Jul 13, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 3,615 | 562 | 0.21% | 0.17% | 91 | +4 | 0.11% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,600 | 560 | 0.0% | 0.0% | 92 | -7,254 | -66.83% | Q2 2026 | Aug 14, 2026 |
| Avant Capital LLC | History | Added to | 3,589 | 558 | 0.35% | 0.28% | 93 | +201 | 5.93% | Q2 2026 | Aug 12, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 3,438 | 534 | 0.05% | 0.05% | 94 | -42 | -1.21% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,344 | 520 | 0.01% | 0.0% | 95 | +2,594 | 345.87% | Q2 2026 | Aug 12, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 3,315 | 515 | 0.32% | 0.28% | 96 | +178 | 5.67% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | Added to | 3,181 | 494 | 0.0% | 0.0% | 97 | +425 | 15.42% | Q2 2026 | Aug 13, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 3,091 | 480 | 0.26% | 0.27% | 98 | -471 | -13.22% | Q2 2026 | Jul 23, 2026 |
| Goldstone Financial Group, LLC | History | New | 3,044 | 473 | 0.04% | — | 99 | +3,044 | New | Q2 2026 | Aug 11, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,850 | 443 | 0.24% | 0.66% | 101 | -5,880 | -67.35% | Q2 2026 | Jul 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,848 | 443 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 2,766 | 430 | 0.0% | 0.0% | 102 | -53 | -1.88% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 2,705 | 420 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | New | 2,677 | 416 | 0.0% | — | 104 | +2,677 | New | Q2 2026 | Aug 13, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 2,595 | 403 | 0.1% | 0.08% | 105 | -55 | -2.08% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 2,541 | 395 | 0.0% | 0.0% | 106 | -594 | -18.95% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,517 | 392 | 0.0% | 0.0% | 107 | -500 | -16.57% | Q2 2026 | Aug 05, 2026 |
| XML Financial, LLC | History | No change | 2,454 | 381 | 0.03% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Grandview Asset Management LLC | History | New | 2,414 | 375 | 0.09% | — | 109 | +2,414 | New | Q2 2026 | Jul 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 2,400 | 373 | 0.0% | — | 110 | +2,400 | New | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,386 | 371 | 0.01% | 0.01% | 111 | -233 | -8.9% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | New | 2,366 | 368 | 0.0% | — | 112 | +2,366 | New | Q2 2026 | Jul 28, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 5,908 | 362 | 0.11% | 0.04% | 113 | +4,728 | 400.68% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,312 | 359 | 0.0% | 0.0% | 114 | -4 | -0.17% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 2,304 | 358 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | New | 2,398 | 357 | 0.0% | — | 116 | +2,398 | New | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | Reduced | 2,285 | 356 | 0.0% | 0.0% | 117 | -84 | -3.55% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 2,156 | 335 | 0.02% | 0.02% | 118 | -2,156 | -50.0% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 2,000 | 311 | 0.01% | 0.01% | 119 | -25 | -1.23% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 1,961 | 305 | 0.0% | — | 120 | +1,961 | New | Q2 2026 | Aug 18, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,918 | 298 | 0.0% | 0.0% | 121 | -2 | -0.1% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | New | 1,849 | 287 | 0.0% | — | 122 | +1,849 | New | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | Reduced | 1,784 | 277 | 0.0% | 0.0% | 123 | -6,885 | -79.42% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 1,724 | 268 | 0.0% | — | 124 | +1,724 | New | Q2 2026 | Jul 28, 2026 |
| Focus Financial Network, Inc. | History | New | 1,699 | 264 | 0.01% | — | 125 | +1,699 | New | Q2 2026 | Jul 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 1,589 | 247 | 0.01% | — | 126 | +1,589 | New | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,649 | 246 | 0.0% | 0.0% | 127 | -286 | -14.78% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 2,108 | 244 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Indivisible Partners | History | New | 1,526 | 237 | 0.01% | — | 129 | +1,526 | New | Q2 2026 | Aug 04, 2026 |
| Aurora Private Wealth, Inc. | History | New | 1,520 | 236 | 0.15% | — | 130 | +1,520 | New | Q2 2026 | Jul 21, 2026 |
| VestGen Advisors, LLC | History | New | 1,425 | 221 | 0.01% | — | 131 | +1,425 | New | Q2 2026 | Aug 11, 2026 |
| Valued Retirements, Inc. | History | Reduced | 1,400 | 217 | 0.19% | 0.25% | 132 | -770 | -35.48% | Q2 2026 | Aug 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | New | 1,375 | 213 | 0.0% | — | 133 | +1,375 | New | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 1,365 | 212 | 0.0% | — | 134 | +1,365 | New | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | New | 1,356 | 210 | 0.0% | — | 135 | +1,356 | New | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 1,305 | 203 | 0.0% | — | 136 | +1,305 | New | Q2 2026 | Aug 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 1,300 | 202 | 0.01% | — | 137 | +1,300 | New | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 1,300 | 202 | 0.0% | — | 138 | +1,300 | New | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 1,133 | 176 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | New | 1,126 | 175 | 0.0% | — | 140 | +1,126 | New | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 1,009 | 156 | 0.0% | 0.0% | 141 | +24 | 2.44% | Q2 2026 | Jul 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 999 | 155 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 840 | 130 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 812 | 126 | 0.0% | 0.0% | 144 | -29 | -3.45% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 796 | 121 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 748 | 116 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | New | 726 | 112 | 0.0% | — | 147 | +726 | New | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 526 | 81 | 0.0% | — | 148 | +526 | New | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | New | 500 | 77 | 0.01% | — | 149 | +500 | New | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Added to | 412 | 64 | 0.0% | 0.0% | 150 | +235 | 132.77% | Q2 2026 | Aug 03, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 403 | 62 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 388 | 60 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 364 | 56 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | New | 325 | 50 | 0.0% | — | 154 | +325 | New | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 319 | 49 | 0.01% | — | 155 | +319 | New | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 320 | 48 | 0.0% | 0.0% | 156 | -150 | -31.91% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 327 | 47 | 0.01% | 0.01% | 157 | -1 | -0.3% | Q2 2026 | Jul 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 287 | 44 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spire Wealth Management | History | Added to | 200 | 31 | 0.0% | 0.0% | 159 | +100 | 100.0% | Q2 2026 | Jul 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 182 | 28 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 181 | 28 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFG Advisory, LLC | History | New | 176 | 27 | 0.0% | — | 162 | +176 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 150 | 23 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 124 | 19 | 0.0% | 0.0% | 164 | -827 | -86.96% | Q2 2026 | Aug 10, 2026 |
| Oakmont Advisory Group, LLC | History | New | 122 | 18 | 0.02% | — | 165 | +122 | New | Q2 2026 | Aug 03, 2026 |
| Triumph Capital Management | History | No change | 100 | 15 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 52 | 8 | 0.0% | 0.0% | 167 | +32 | 160.0% | Q2 2026 | Aug 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 50 | 7 | 0.0% | 0.0% | 168 | -8 | -13.79% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | New | 44 | 6 | 0.0% | — | 171 | +44 | New | Q2 2026 | Jul 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 54 | 6 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | No change | 40 | 6 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 17 | 2 | 0.0% | — | 172 | +17 | New | Q2 2026 | Jul 17, 2026 |
| US BANCORP \DE\ | History | New | 10 | 1 | 0.0% | — | 175 | +10 | New | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 7 | 1 | 0.0% | — | 173 | -1 | -12.5% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 8 | 1 | 0.0% | — | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,045 | -100.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,244 | -100.0% | Q2 2026 | Aug 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,256 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,837 | -100.0% | Q2 2026 | Jul 31, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -351 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.01% | — | -97 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q2 2026 | Jul 23, 2026 |