Invesco Exchange-Traded Fund Trust II - SPHD
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | No change | 2,247,099 | 114,242 | 1.14% | 1.14% | 1 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | No change | 2,164,842 | 110,060 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,622,981 | 82,512 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,328,231 | 67,527 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 698,536 | 35,513 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 693,188 | 35,243 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 584,537 | 29,717 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 573,365 | 29,149 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 482,889 | 24,550 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 461,211 | 23,454 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 424,912 | 21,602 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 437,247 | 21,066 | 0.59% | 0.67% | 12 | -40,210 | -8.42% | Q3 2026 | Oct 08, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 344,685 | 17,523 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 305,487 | 15,530 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 301,244 | 15,315 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 277,622 | 14,114 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FMR LLC | History | No change | 261,580 | 13,298 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 240,210 | 12,213 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 236,860 | 12,041 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XML Financial, LLC | History | No change | 232,722 | 11,831 | 0.86% | 0.86% | 20 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 221,602 | 11,459 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 212,084 | 10,952 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 208,277 | 10,589 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 204,373 | 10,390 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 196,700 | 10,000 | 0.38% | 0.38% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 164,139 | 8,344 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 163,648 | 8,319 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 157,946 | 8,029 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 153,301 | 7,944 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jump Financial, LLC | History | No change | 154,491 | 7,854 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 146,224 | 7,434 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 136,242 | 6,926 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northside Capital Management, LLC | History | No change | 132,885 | 6,755 | 0.55% | 0.55% | 33 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fortis Group Advisors, LLC | History | No change | 123,500 | 6,278 | 1.0% | 1.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 115,617 | 5,877 | 4.12% | 4.12% | 35 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 111,012 | 5,643 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 98,972 | 5,031 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 95,122 | 4,836 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advocate Investing Services LLC | History | No change | 94,662 | 4,812 | 3.71% | 3.71% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 92,184 | 4,686 | 0.25% | 0.25% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | No change | 89,012 | 4,525 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 88,660 | 4,507 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 86,834 | 4,414 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 86,027 | 4,373 | 2.24% | 2.24% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 85,400 | 4,342 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venture Visionary Partners LLC | History | No change | 89,083 | 4,292 | 0.11% | 0.13% | 46 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Prostatis Group LLC | History | No change | 77,276 | 3,928 | 0.91% | 0.91% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor OS, LLC | History | No change | 72,672 | 3,694 | 0.25% | 0.25% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 70,013 | 3,559 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | No change | 67,334 | 3,423 | 3.01% | 3.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 67,205 | 3,416 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chris Bulman Inc | History | No change | 67,003 | 3,406 | 1.24% | 1.24% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CreativeOne Wealth, LLC | History | No change | 63,212 | 3,213 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 61,144 | 3,108 | 1.45% | 1.45% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 59,247 | 3,012 | 0.19% | 0.19% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 58,154 | 2,956 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Curran Financial Partners, LLC | History | No change | 58,037 | 2,950 | 0.44% | 0.44% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 57,795 | 2,938 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LM Advisors LLC | History | No change | 57,534 | 2,927 | 0.34% | 0.34% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| David Kennon Inc | History | No change | 56,137 | 2,853 | 0.94% | 0.94% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 54,593 | 2,775 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 54,294 | 2,760 | 0.82% | 0.82% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fortune Financial Group, Inc. | History | No change | 53,802 | 2,735 | 2.14% | 2.14% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lynx Investment Advisory | History | No change | 53,053 | 2,697 | 0.88% | 0.88% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WJ Financial Advisors LLC | History | No change | 52,496 | 2,668 | 1.96% | 1.96% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 49,992 | 2,541 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 47,125 | 2,395 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 49,030 | 2,362 | 2.1% | 2.19% | 68 | +812 | 1.68% | Q3 2026 | Oct 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 48,283 | 2,326 | 0.06% | 0.06% | 69 | +3,558 | 7.96% | Q3 2026 | Oct 05, 2026 |
| Composition Wealth, LLC | History | No change | 44,804 | 2,277 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WASHINGTON TRUST BANK | History | No change | 44,452 | 2,259 | 0.16% | 0.16% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 44,306 | 2,250 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIAWEALTH, LLC | History | No change | 41,524 | 2,111 | 1.06% | 1.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tyche Wealth Partners LLC | History | No change | 41,395 | 2,104 | 0.3% | 0.3% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Colonial River Investments, LLC | History | No change | 39,986 | 2,032 | 0.58% | 0.58% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 41,878 | 2,017 | 0.01% | 0.02% | 76 | +2,163 | 5.45% | Q3 2026 | Oct 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 38,963 | 1,980 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 38,569 | 1,960 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 37,728 | 1,918 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Edge Advisors, LLC | History | No change | 37,667 | 1,914 | 0.4% | 0.4% | 80 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | No change | 34,451 | 1,751 | 3.73% | 3.73% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waverly Advisors, LLC | History | No change | 34,357 | 1,746 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 34,105 | 1,733 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 33,419 | 1,699 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 32,532 | 1,654 | 0.07% | 0.07% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 31,283 | 1,590 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 31,114 | 1,581 | 0.23% | 0.23% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Continuum Advisory, LLC | History | No change | 30,566 | 1,553 | 0.13% | 0.13% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GTS SECURITIES LLC | History | No change | 29,718 | 1,510 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 29,452 | 1,497 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 29,049 | 1,493 | 0.19% | 0.19% | 91 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 29,003 | 1,474 | 0.12% | 0.12% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 28,926 | 1,470 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 27,312 | 1,388 | 0.09% | 0.09% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 27,302 | 1,388 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elite Financial, Inc. | History | No change | 26,930 | 1,369 | 0.55% | 0.55% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 26,902 | 1,367 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 26,790 | 1,361 | 0.11% | 0.11% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | No change | 26,782 | 1,361 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookwood Investment Group LLC | History | No change | 26,692 | 1,357 | 0.15% | 0.15% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RDA Financial Network | History | No change | 26,492 | 1,346 | 0.29% | 0.29% | 101 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Invesco Ltd. | History | No change | 26,221 | 1,333 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 25,202 | 1,281 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 24,803 | 1,260 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 24,261 | 1,233 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 24,219 | 1,231 | 0.16% | 0.16% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DAVENPORT & Co LLC | History | No change | 24,128 | 1,226 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Patten Group, Inc. | History | No change | 24,116 | 1,226 | 0.19% | 0.19% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 23,995 | 1,219 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | No change | 23,821 | 1,211 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 23,711 | 1,205 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 23,496 | 1,194 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 22,106 | 1,123 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 21,836 | 1,110 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 21,073 | 1,071 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CVA Family Office, LLC | History | No change | 20,865 | 1,060 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 20,120 | 1,022 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 19,968 | 1,015 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Western Wealth Management, LLC | History | No change | 19,953 | 1,014 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 19,582 | 1,003 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Safe Harbor Fiduciary, LLC | History | No change | 19,577 | 995 | 0.78% | 0.78% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Management, LLC | History | No change | 19,324 | 982 | 0.38% | 0.38% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 18,449 | 966 | 0.11% | 0.11% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 18,758 | 953 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McLean Asset Management Corp | History | No change | 18,145 | 949 | 0.13% | 0.13% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Code Waechter LLC | History | No change | 18,361 | 933 | 0.48% | 0.48% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | No change | 18,143 | 922 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Eagle Strategies LLC | History | No change | 18,103 | 920 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 17,597 | 894 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,194 | 874 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 17,149 | 871 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 17,015 | 865 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 16,266 | 827 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 16,240 | 825 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 16,186 | 822 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bleakley Financial Group, LLC | History | No change | 16,000 | 813 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthfront Advisers LLC | History | No change | 15,769 | 801 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 15,237 | 774 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,643 | 744 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Portland Financial Advisors Inc | History | No change | 14,527 | 738 | 1.35% | 1.35% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 14,138 | 718 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Curbstone Financial Management Corp | History | No change | 14,000 | 711 | 0.12% | 0.12% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| &PARTNERS | History | No change | 13,720 | 697 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 13,626 | 692 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 13,551 | 688 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Investors Research Corp | History | Reduced | 14,060 | 677 | 0.12% | 0.13% | 146 | -642 | -4.37% | Q3 2026 | Oct 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 13,218 | 672 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SFMG, LLC | History | No change | 12,872 | 654 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 13,438 | 647 | 0.15% | 0.15% | 149 | -60 | -0.44% | Q3 2026 | Oct 08, 2026 |
| PFG Investments, LLC | History | No change | 12,736 | 647 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sovran Advisors, LLC | History | No change | 12,055 | 643 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 12,590 | 640 | 0.33% | 0.33% | 152 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Prospera Financial Services Inc | History | No change | 12,504 | 635 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Insights, Inc. | History | No change | 12,350 | 627 | 0.17% | 0.17% | 154 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Magnus Financial Group LLC | History | No change | 12,241 | 622 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 11,822 | 601 | 0.09% | 0.09% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Talon Private Wealth, LLC | History | No change | 11,705 | 595 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 11,693 | 594 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Compound Planning, Inc. | History | No change | 11,331 | 576 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RVW Wealth, LLC | History | No change | 11,920 | 574 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Spire Wealth Management | History | No change | 11,136 | 566 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | No change | 11,042 | 561 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winter & Associates, Inc. | History | No change | 11,042 | 561 | 0.42% | 0.42% | 163 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SteelPeak Wealth, LLC | History | No change | 10,993 | 558 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 10,900 | 554 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | No change | 10,614 | 539 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apollon Financial, LLC | History | No change | 10,577 | 537 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 10,547 | 536 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 10,284 | 522 | 0.06% | 0.06% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,230 | 520 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,212 | 519 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 10,072 | 512 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisory Group LLC | History | No change | 10,051 | 510 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WBH ADVISORY INC | History | No change | 9,663 | 491 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Estate Counselors, LLC | History | No change | 9,595 | 487 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | No change | 9,586 | 487 | 1.31% | 1.31% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 9,472 | 481 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,451 | 480 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 9,354 | 475 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 8,950 | 455 | 0.1% | 0.1% | 180 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Quartz Partners, LLC | History | No change | 8,937 | 454 | 0.15% | 0.15% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighPoint Advisor Group LLC | History | No change | 8,847 | 449 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 8,619 | 438 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | No change | 8,548 | 434 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Realta Investment Advisors | History | No change | 8,551 | 434 | 0.13% | 0.13% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 8,528 | 433 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 8,500 | 432 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Second Half Financial Partners, LLC | History | No change | 8,347 | 424 | 0.17% | 0.17% | 188 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avior Wealth Management, LLC | History | No change | 8,403 | 422 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFG Advisory, LLC | History | No change | 8,308 | 422 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 8,300 | 421 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 8,081 | 410 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 8,077 | 410 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 7,922 | 402 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cerity Partners LLC | History | No change | 7,798 | 396 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 8,143 | 392 | 0.08% | 0.08% | 197 | +10 | 0.12% | Q3 2026 | Oct 09, 2026 |
| WHITTIER TRUST CO | History | No change | 7,600 | 392 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 7,729 | 392 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | No change | 7,536 | 386 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 7,535 | 382 | 0.23% | 0.23% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,497 | 381 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 7,400 | 376 | 0.29% | 0.29% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daiwa Securities Group Inc. | History | No change | 7,300 | 371 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 7,261 | 369 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| First Heartland Consultants, Inc. | History | No change | 7,495 | 361 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Arta Finance Wealth Management LLC | History | No change | 6,916 | 351 | 0.15% | 0.15% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 6,843 | 347 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SMITH, MOORE & CO. | History | No change | 6,802 | 345 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NCM Capital Management, LLC | History | No change | 6,571 | 334 | 0.1% | 0.1% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 6,519 | 331 | 0.15% | 0.15% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,345 | 322 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | No change | 6,140 | 312 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | No change | 6,038 | 306 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Haverford Trust Co | History | No change | 6,000 | 305 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Investment Management, LLC | History | No change | 5,991 | 304 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,862 | 298 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 5,854 | 297 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 5,646 | 287 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | No change | 5,675 | 287 | 0.06% | 0.06% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,638 | 286 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 5,579 | 283 | 0.12% | 0.12% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,421 | 277 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 5,349 | 276 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KLCM Advisors, Inc. | History | No change | 5,425 | 275 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,297 | 269 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 5,227 | 265 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 5,222 | 265 | 0.11% | 0.11% | 227 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lido Advisors, LLC | History | No change | 5,173 | 262 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterloo Capital, L.P. | History | No change | 5,147 | 261 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mainsail Financial Group, LLC | History | No change | 5,000 | 254 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | No change | 4,957 | 252 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 4,965 | 252 | 0.08% | 0.08% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triton Wealth Management, PLLC | History | No change | 4,904 | 252 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 4,960 | 252 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 4,930 | 250 | 0.1% | 0.1% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 4,877 | 247 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 4,871 | 247 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 4,800 | 244 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 4,956 | 238 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BlackRock, Inc. | History | No change | 4,655 | 236 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TrustBank | History | No change | 4,590 | 233 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 4,559 | 231 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caldwell Trust Co | History | No change | 4,553 | 231 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 4,507 | 229 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maridea Wealth Management LLC | History | No change | 4,510 | 229 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 4,340 | 220 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Taylor Securities Services, Inc. | History | No change | 4,330 | 220 | 0.09% | 0.09% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,219 | 214 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 4,226 | 214 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PDS Planning, Inc | History | No change | 4,170 | 212 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 4,180 | 212 | 0.1% | 0.1% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Trust Co | History | No change | 4,180 | 212 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 4,083 | 207 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grant Private Wealth Management Inc | History | No change | 4,054 | 206 | 0.09% | 0.09% | 254 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,015 | 204 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,897 | 204 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Network Inc. | History | No change | 3,994 | 203 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Traynor Capital Management, Inc. | History | No change | 3,937 | 200 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,632 | 184 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,250 | 165 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 3,211 | 163 | 0.1% | 0.1% | 261 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 3,165 | 160 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 3,110 | 158 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 2,878 | 148 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIMA LLC | History | No change | 2,702 | 137 | 0.13% | 0.13% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Olistico Wealth, LLC | History | Added to | 2,805 | 135 | 0.06% | 0.06% | 266 | +1 | 0.04% | Q3 2026 | Oct 05, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 2,573 | 130 | 0.29% | 0.29% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crews Bank & Trust | History | No change | 2,565 | 130 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 2,502 | 127 | 0.11% | 0.11% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,335 | 118 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,151 | 109 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,127 | 108 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,065 | 104 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TSFG, LLC | History | No change | 2,000 | 102 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFS Advisors, LLC | History | No change | 1,952 | 99 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 1,892 | 96 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 1,707 | 86 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 1,626 | 82 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,486 | 75 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AE Wealth Management LLC | History | No change | 1,490 | 75 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,436 | 73 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 10Elms LLP | History | No change | 1,450 | 73 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,412 | 72 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,407 | 71 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,368 | 70 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,266 | 64 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | No change | 1,271 | 64 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Perspectives, Inc | History | No change | 1,226 | 62 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 1,215 | 61 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | No change | 1,207 | 61 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 1,036 | 52 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 991 | 50 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Boreal Capital Management LLC | History | No change | 1,000 | 50 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 936 | 47 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Robinswood Financial LLC | History | No change | 942 | 47 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 918 | 46 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunrise Financial Services, LLC | History | No change | 922 | 46 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | No change | 893 | 45 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 900 | 45 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 861 | 43 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 724 | 36 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 717 | 36 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 670 | 34 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BESSEMER GROUP INC | History | No change | 625 | 32 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 587 | 29 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 578 | 29 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 560 | 28 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MCF Advisors LLC | History | No change | 541 | 27 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 507 | 25 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trust Co | History | No change | 532 | 25 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Luminist Capital LLC | History | No change | 502 | 25 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITY HOLDING CO | History | No change | 440 | 22 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Archer Investment Corp | History | No change | 450 | 22 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 400 | 20 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 384 | 19 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 337 | 17 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 315 | 15 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 300 | 15 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 291 | 14 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arlington Trust Co LLC | History | No change | 280 | 14 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 285 | 14 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 270 | 13 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | No change | 268 | 13 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Planning Group LLC | History | No change | 251 | 13 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 255 | 12 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 220 | 11 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Merrithew & Thorsten Inc | History | No change | 226 | 11 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 215 | 10 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 200 | 10 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 196 | 9 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VANGUARD ADVISERS INC | History | No change | 165 | 8 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 181 | 8 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 150 | 7 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Anchor Investment Management, LLC | History | No change | 153 | 7 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 104 | 5 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 76 | 4 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LifeSteps Financial, Inc. | History | No change | 90 | 4 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JPL Wealth Management, LLC | History | No change | 96 | 4 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 52 | 2 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 53 | 2 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Life Planners | History | No change | 42 | 2 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 58 | 2 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 26 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RMG Wealth Management LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 28 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bulwark Capital Corp | History | No change | 32 | 1 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| GAMMA Investing LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |