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 | No change | 929,520 | 144,624 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 271,143 | 42,187 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 261,857 | 40,742 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 254,060 | 38,295 | 0.08% | 0.08% | 4 | +18,359 | 7.79% | Q3 2026 | Nov 02, 2026 |
| Proficio Capital Partners LLC | History | No change | 234,468 | 36,480 | 1.31% | 1.31% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 223,072 | 34,707 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Axiom Financial Strategies, LLC | History | No change | 209,633 | 32,616 | 10.22% | 10.22% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 198,596 | 30,899 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 143,770 | 22,369 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 118,276 | 17,827 | 1.52% | 1.65% | 10 | -4,668 | -3.8% | Q3 2026 | Oct 19, 2026 |
| CITADEL ADVISORS LLC | History | No change | 105,871 | 16,472 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Jump Financial, LLC | History | No change | 99,662 | 15,506 | 0.12% | 0.12% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 96,120 | 14,465 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 86,804 | 13,505 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 81,949 | 12,750 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | No change | 77,235 | 12,017 | 1.92% | 1.92% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 53,117 | 8,006 | 4.41% | 4.58% | 17 | -730 | -1.36% | Q3 2026 | Oct 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 50,409 | 7,843 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 50,126 | 7,799 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 49,302 | 7,670 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winter & Associates, Inc. | History | Added to | 53,341 | 7,541 | 5.44% | 5.76% | 21 | +4,039 | 8.19% | Q3 2026 | Oct 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 48,042 | 7,475 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 46,706 | 7,266 | 2.58% | 2.58% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 45,400 | 7,063 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 39,661 | 6,170 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GTS SECURITIES LLC | History | No change | 37,662 | 5,860 | 0.12% | 0.12% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | Reduced | 38,014 | 5,729 | 0.23% | 0.24% | 27 | -33 | -0.09% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 36,427 | 5,673 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 34,954 | 5,353 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 33,491 | 5,210 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 32,732 | 4,933 | 1.47% | 1.35% | 31 | +376 | 1.16% | Q3 2026 | Oct 16, 2026 |
| PFG Advisors | History | Added to | 31,200 | 4,702 | 0.24% | 0.23% | 32 | +1,958 | 6.7% | Q3 2026 | Oct 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 29,435 | 4,579 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 26,951 | 4,062 | 0.34% | 0.51% | 34 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 25,526 | 3,847 | 0.36% | 0.4% | 35 | -775 | -2.95% | Q3 2026 | Oct 23, 2026 |
| Q3 Asset Management | History | No change | 24,352 | 3,788 | 0.69% | 0.69% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 23,642 | 3,678 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 23,222 | 3,613 | 0.28% | 0.28% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,387 | 3,374 | 0.01% | 0.01% | 39 | +862 | 4.0% | Q3 2026 | Nov 02, 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 | No change | 18,483 | 2,875 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,100 | 2,816 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 17,791 | 2,768 | 1.1% | 1.1% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 87 | 2,672 | 0.22% | 0.22% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 17,152 | 2,668 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,022 | 2,565 | 0.0% | 0.0% | 46 | +44 | 0.26% | Q3 2026 | Nov 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,897 | 2,317 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Creative Planning | History | Reduced | 14,653 | 2,208 | 0.0% | 0.0% | 48 | -777 | -5.04% | Q3 2026 | Nov 02, 2026 |
| E&G Advisors, LLC | History | Added to | 14,565 | 2,195 | 0.42% | 0.43% | 49 | +100 | 0.69% | Q3 2026 | Oct 13, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 14,134 | 2,130 | 0.85% | 0.9% | 50 | +306 | 2.21% | Q3 2026 | Oct 22, 2026 |
| Midwest Financial Network, LLC | History | Added to | 12,312 | 1,855 | 1.26% | 0.54% | 51 | +7,263 | 143.85% | Q3 2026 | Oct 09, 2026 |
| Private Advisor Group, LLC | History | No change | 10,939 | 1,701 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 10,378 | 1,614 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 10,109 | 1,523 | 0.01% | 0.01% | 54 | +21 | 0.21% | Q3 2026 | Oct 27, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 9,259 | 1,440 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,942 | 1,391 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequent Asset Management, LLC | History | No change | 8,613 | 1,340 | 0.57% | 0.57% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HRT FINANCIAL LP | History | No change | 8,228 | 1,280 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 8,281 | 1,185 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,602 | 1,145 | 0.01% | 0.01% | 60 | -94 | -1.22% | Q3 2026 | Oct 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 6,868 | 1,068 | 0.18% | 0.18% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | No change | 6,363 | 990 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 5,969 | 928 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seros Financial, LLC | History | Reduced | 5,991 | 903 | 0.46% | 0.49% | 65 | -16 | -0.27% | Q3 2026 | Oct 21, 2026 |
| Advyzon Investment Management, LLC | History | No change | 5,810 | 903 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 5,456 | 848 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CreativeOne Wealth, LLC | History | No change | 5,449 | 847 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5,344 | 831 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 5,500 | 829 | 0.13% | 0.13% | 69 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,189 | 807 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,116 | 795 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 5,172 | 779 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| XTX Topco Ltd | History | No change | 4,897 | 761 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,869 | 757 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 4,436 | 690 | 0.29% | 0.29% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 4,341 | 664 | 0.72% | 0.72% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,171 | 649 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Morrissey Wealth Management, LLC | History | No change | 4,092 | 633 | 0.4% | 0.4% | 78 | 0 | 0.0% | Q2 2026 | Oct 05, 2026 |
| Weaver Consulting Group | History | No change | 4,129 | 622 | 0.12% | 0.13% | 79 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 3,994 | 621 | 0.2% | 0.2% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,966 | 617 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,944 | 613 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 4,034 | 608 | 0.19% | 0.2% | 83 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 3,791 | 589 | 0.62% | 0.62% | 84 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,600 | 560 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avant Capital LLC | History | No change | 3,589 | 558 | 0.35% | 0.35% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Partners Group, Inc | History | Reduced | 3,678 | 554 | 0.06% | 0.06% | 87 | -190 | -4.91% | Q3 2026 | Oct 19, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 3,619 | 545 | 0.21% | 0.21% | 88 | +4 | 0.11% | Q3 2026 | Oct 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,344 | 520 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 3,422 | 515 | 0.05% | 0.05% | 90 | -16 | -0.47% | Q3 2026 | Nov 02, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 3,356 | 505 | 0.27% | 0.32% | 91 | +41 | 1.24% | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 3,181 | 494 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Goldstone Financial Group, LLC | History | No change | 3,044 | 473 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 2,997 | 451 | 0.01% | 0.01% | 94 | -1,832 | -37.94% | Q3 2026 | Oct 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,848 | 443 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,850 | 443 | 0.24% | 0.24% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 2,766 | 430 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 2,705 | 420 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,677 | 416 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,517 | 392 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,595 | 391 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,514 | 378 | 0.0% | 0.0% | 102 | +210 | 9.11% | Q3 2026 | Oct 16, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 2,502 | 377 | 0.0% | 0.0% | 103 | -39 | -1.53% | Q3 2026 | Oct 27, 2026 |
| City Center Advisors, LLC | History | New | 2,486 | 374 | 0.29% | — | 104 | +2,486 | New | Q3 2026 | Oct 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 2,400 | 373 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 2,386 | 371 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | Reduced | 2,437 | 367 | 0.03% | 0.03% | 107 | -17 | -0.69% | Q3 2026 | Oct 29, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 5,908 | 362 | 0.11% | 0.11% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 2,312 | 359 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 2,398 | 357 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | No change | 2,285 | 356 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 2,156 | 335 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 2,073 | 312 | 0.06% | 0.33% | 113 | -13,701 | -86.86% | Q3 2026 | Oct 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,961 | 305 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 2,000 | 301 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 1,918 | 298 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Grandview Asset Management LLC | History | Reduced | 1,843 | 277 | 0.08% | 0.09% | 118 | -571 | -23.65% | Q3 2026 | Oct 19, 2026 |
| Mariner, LLC | History | No change | 1,784 | 277 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 1,699 | 256 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,655 | 251 | 0.0% | 0.0% | 120 | +6 | 0.36% | Q3 2026 | Oct 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 1,589 | 247 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 1,521 | 229 | 0.14% | 0.15% | 122 | +1 | 0.07% | Q3 2026 | Oct 20, 2026 |
| Indivisible Partners | History | Reduced | 1,512 | 227 | 0.01% | 0.01% | 123 | -14 | -0.92% | Q3 2026 | Oct 26, 2026 |
| Sigma Planning Corp | History | New | 1,503 | 226 | 0.01% | — | 124 | +1,503 | New | Q3 2026 | Oct 23, 2026 |
| Valued Retirements, Inc. | History | No change | 1,400 | 217 | 0.19% | 0.19% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 1,420 | 214 | 0.01% | 0.01% | 126 | -5 | -0.35% | Q3 2026 | Oct 27, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 1,375 | 213 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,365 | 212 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 1,356 | 204 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,305 | 203 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 1,300 | 202 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,300 | 202 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 1,338 | 201 | 0.0% | 0.0% | 133 | -511 | -27.64% | Q3 2026 | Oct 26, 2026 |
| Allworth Financial LP | History | No change | 1,133 | 176 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 1,126 | 175 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 999 | 155 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,009 | 152 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 812 | 126 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 840 | 126 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 796 | 121 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 748 | 116 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 526 | 81 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 500 | 77 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 412 | 64 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 403 | 60 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 388 | 60 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 364 | 56 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 319 | 48 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 287 | 44 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spire Wealth Management | History | No change | 200 | 30 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 182 | 28 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 181 | 28 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFG Advisory, LLC | History | No change | 176 | 27 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 150 | 23 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 124 | 19 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | New | 121 | 18 | 0.0% | — | 157 | +121 | New | Q3 2026 | Nov 02, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 122 | 18 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BFC Planning, Inc. | History | No change | 111 | 17 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Triumph Capital Management | History | Added to | 109 | 16 | 0.0% | 0.0% | 159 | +9 | 9.0% | Q3 2026 | Oct 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Group, LTD | History | No change | 40 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ASSETMARK, INC | History | New | 15 | 2 | 0.0% | — | 163 | +15 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 10 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 7 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 8 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ramiah Investment Group | History | Closed out | 0 | 0 | — | 1.63% | — | -13,747 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,005 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -4,763 | -100.0% | Q3 2026 | Oct 16, 2026 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -3,914 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -3,091 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,366 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,724 | -100.0% | Q3 2026 | Oct 21, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -726 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -327 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2026 | Nov 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2026 | Oct 29, 2026 |
| LANARK FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2026 | Oct 26, 2026 |