INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - VRIG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Added to | 13,500,757 | 338,463 | 0.03% | 0.05% | 1 | +382,173 | 2.91% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 6,248,391 | 156,647 | 0.04% | 0.03% | 2 | +1,083,440 | 20.98% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 3,498,471 | 87,706 | 0.0% | 0.0% | 3 | +623,067 | 21.67% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 3,138,758 | 78,688 | 0.14% | 0.01% | 4 | +2,979,737 | 1873.8% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,781,249 | 44,655 | 0.01% | 0.01% | 5 | -700 | -0.04% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,006,054 | 25,222 | 0.03% | 0.05% | 6 | -441,716 | -30.51% | Q2 2026 | Aug 14, 2026 |
| Schorn Wealth LLC | History | Added to | 1,001,872 | 25,116 | 6.57% | 7.48% | 7 | +12,085 | 1.22% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | Added to | 975,384 | 24,452 | 0.02% | 0.01% | 8 | +432,233 | 79.58% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 955,291 | 23,949 | 0.01% | 0.01% | 9 | +116,377 | 13.87% | Q2 2026 | Aug 14, 2026 |
| Harfst & Associates, Inc. | History | Added to | 902,765 | 22,632 | 3.52% | 3.53% | 10 | +113,038 | 14.31% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 838,755 | 21,027 | 0.02% | 0.02% | 11 | +27,215 | 3.35% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 677,390 | 16,982 | 0.0% | 0.0% | 12 | +301,120 | 80.03% | Q2 2026 | Sep 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 645,234 | 16,176 | 0.1% | 0.1% | 13 | +35,714 | 5.86% | Q2 2026 | Aug 17, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 628,797 | 15,763 | 6.2% | 7.41% | 14 | -52,176 | -7.66% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 592,776 | 14,860 | 0.0% | 0.0% | 15 | +28,534 | 5.06% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 536,030 | 13,438 | 0.25% | 0.25% | 16 | +26,109 | 5.12% | Q2 2026 | Jul 09, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 489,131 | 12,262 | 1.8% | 1.69% | 17 | +19,706 | 4.2% | Q2 2026 | Aug 10, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 473,030 | 11,858 | 2.68% | 2.84% | 19 | +40,827 | 9.45% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 473,020 | 11,858 | 0.01% | 0.02% | 18 | -29,443 | -5.86% | Q2 2026 | Jul 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 396,473 | 9,939 | 0.45% | 0.49% | 20 | -32,891 | -7.66% | Q2 2026 | Jul 24, 2026 |
| Vectors Research Management, LLC | History | Added to | 350,539 | 8,788 | 2.3% | 2.52% | 21 | +5,639 | 1.63% | Q2 2026 | Jul 29, 2026 |
| Auour Investments LLC | History | Added to | 328,793 | 8,242 | 2.36% | 2.31% | 22 | +34,802 | 11.84% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 292,513 | 7,333 | 0.02% | 0.01% | 23 | +136,469 | 87.46% | Q2 2026 | Jul 28, 2026 |
| E6 Portfolios, LLC | History | Added to | 282,785 | 7,089 | 5.66% | 6.12% | 24 | +48,150 | 20.52% | Q2 2026 | Aug 10, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 268,607 | 6,733 | 0.34% | 0.39% | 25 | -12,997 | -4.62% | Q2 2026 | Jul 16, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 266,688 | 6,685 | 0.43% | 0.42% | 26 | +21,960 | 8.97% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 255,183 | 6,397 | 0.0% | 0.0% | 27 | +166,905 | 189.07% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 251,287 | 6,299 | 0.02% | 0.01% | 28 | +104,362 | 71.03% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 251,012 | 6,292 | 0.01% | 0.01% | 29 | +86,291 | 52.39% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 241,832 | 6,062 | 0.11% | 0.06% | 30 | +129,686 | 115.64% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 229,701 | 5,758 | 0.05% | 0.13% | 31 | -256,035 | -52.71% | Q2 2026 | Jul 27, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 210,244 | 5,270 | 0.49% | 0.44% | 32 | -26,556 | -11.21% | Q2 2026 | Jul 09, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 207,550 | 5,203 | 0.45% | 0.53% | 33 | +33,813 | 19.46% | Q2 2026 | Jul 09, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 191,503 | 4,800 | 4.36% | 4.57% | 34 | +12,483 | 6.97% | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 187,210 | 4,693 | 0.02% | 0.02% | 35 | +11,406 | 6.49% | Q2 2026 | Jul 27, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 179,396 | 4,497 | 0.83% | 0.94% | 37 | -6,988 | -3.75% | Q2 2026 | Jul 24, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 179,378 | 4,497 | 0.46% | 0.51% | 36 | -1,314 | -0.73% | Q2 2026 | Jul 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 172,265 | 4,318 | 0.0% | 0.0% | 38 | +9,672 | 5.95% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 165,935 | 4,161 | 0.2% | 0.19% | 39 | +21,725 | 15.06% | Q2 2026 | Jul 28, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | Added to | 169,142 | 4,111 | 3.23% | 3.04% | 40 | +20,601 | 13.87% | Q2 2026 | Aug 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 155,792 | 3,905 | 0.2% | 0.22% | 41 | +3,535 | 2.32% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | Added to | 154,229 | 3,866 | 1.24% | 0.85% | 42 | +62,872 | 68.82% | Q2 2026 | Jul 08, 2026 |
| Corient Private Wealth LP | History | Added to | 145,371 | 3,644 | 0.01% | 0.01% | 43 | +3,533 | 2.49% | Q2 2026 | Aug 27, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 141,432 | 3,545 | 0.77% | 0.88% | 44 | -4,122 | -2.83% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 136,145 | 3,413 | 0.05% | 0.12% | 45 | -158,555 | -53.8% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 135,374 | 3,394 | 0.0% | 0.0% | 46 | +62,035 | 84.59% | Q2 2026 | Aug 12, 2026 |
| Blue Capital, Inc. | History | Reduced | 128,369 | 3,218 | 2.04% | 2.68% | 47 | -35,833 | -21.82% | Q2 2026 | Aug 11, 2026 |
| Leo Wealth, LLC | History | No change | 131,440 | 3,106 | 0.23% | 0.23% | 48 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 121,119 | 3,036 | 0.45% | 0.4% | 49 | +26,990 | 28.67% | Q2 2026 | Jul 20, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 115,644 | 2,899 | 0.26% | 0.33% | 50 | -6,521 | -5.34% | Q2 2026 | Aug 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 114,049 | 2,859 | 0.56% | 1.05% | 51 | -64,035 | -35.96% | Q2 2026 | Jul 23, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 113,727 | 2,851 | 0.86% | 0.98% | 52 | -4,106 | -3.48% | Q2 2026 | Aug 12, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 105,998 | 2,657 | 0.5% | 0.55% | 53 | +22,117 | 26.37% | Q2 2026 | Jul 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 93,722 | 2,350 | 0.0% | 0.0% | 54 | +15,271 | 19.47% | Q2 2026 | Aug 05, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 93,381 | 2,341 | 0.39% | 0.45% | 55 | +3,757 | 4.19% | Q2 2026 | Aug 12, 2026 |
| Inspire Advisors, LLC | History | Added to | 91,015 | 2,281 | 0.16% | 0.15% | 56 | +16,902 | 22.81% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 90,666 | 2,272 | 0.51% | 0.06% | 57 | +80,427 | 785.5% | Q2 2026 | Jul 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 88,703 | 2,223 | 0.0% | 0.0% | 58 | +2,528 | 2.93% | Q2 2026 | Aug 13, 2026 |
| Redwood Financial Network Corp | History | Added to | 86,305 | 2,163 | 1.2% | 1.08% | 59 | +20,605 | 31.36% | Q2 2026 | Aug 07, 2026 |
| Centurion Wealth Management LLC | History | Added to | 86,304 | 2,163 | 0.52% | 0.48% | 60 | +522 | 0.61% | Q2 2026 | Jul 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 86,272 | 2,162 | 0.05% | 0.05% | 61 | +3,287 | 3.96% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 85,706 | 2,148 | 0.1% | — | 62 | +85,706 | New | Q2 2026 | Aug 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 81,921 | 2,053 | 0.06% | 0.08% | 63 | -7,275 | -8.16% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 77,598 | 1,945 | 0.12% | 0.14% | 64 | +346 | 0.45% | Q2 2026 | Aug 07, 2026 |
| Balefire, LLC | History | New | 67,467 | 1,691 | 0.28% | — | 65 | +67,467 | New | Q2 2026 | Jul 07, 2026 |
| 9823 Capital, L.P. | History | Reduced | 60,808 | 1,524 | 1.03% | 1.27% | 66 | -6,365 | -9.48% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 59,959 | 1,503 | 0.08% | 0.09% | 67 | -2,018 | -3.26% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | New | 54,289 | 1,424 | 0.01% | — | 68 | +54,289 | New | Q2 2026 | Aug 14, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 56,664 | 1,420 | 0.34% | 0.4% | 69 | -6,319 | -10.03% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | Added to | 56,370 | 1,413 | 0.05% | 0.05% | 70 | +5,772 | 11.41% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | New | 56,143 | 1,407 | 0.04% | — | 71 | +56,143 | New | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | New | 56,135 | 1,407 | 0.01% | — | 72 | +56,135 | New | Q2 2026 | Jul 28, 2026 |
| Cottage Street Advisors LLC | History | Added to | 55,497 | 1,391 | 0.54% | 0.6% | 73 | +6 | 0.01% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 54,482 | 1,365 | 0.0% | 0.0% | 74 | +29,851 | 121.19% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 51,917 | 1,301 | 0.01% | 0.01% | 75 | +1,480 | 2.93% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 48,512 | 1,216 | 0.06% | 0.07% | 76 | +446 | 0.93% | Q2 2026 | Aug 11, 2026 |
| Algorithmic Investment Models, LLC | History | New | 48,297 | 1,210 | 1.4% | — | 77 | +48,297 | New | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | Added to | 47,802 | 1,198 | 0.0% | 0.0% | 78 | +9,489 | 24.77% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 46,265 | 1,159 | 0.07% | — | 79 | +46,265 | New | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 42,684 | 1,070 | 0.02% | — | 80 | +42,684 | New | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 39,576 | 992 | 0.0% | 0.0% | 81 | +2,100 | 5.6% | Q2 2026 | Aug 19, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 38,032 | 953 | 0.01% | 0.01% | 82 | -3,374 | -8.15% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 33,880 | 849 | 0.02% | 0.02% | 83 | -312 | -0.91% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 31,958 | 801 | 0.03% | 0.13% | 84 | -56,417 | -63.84% | Q2 2026 | Aug 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 31,735 | 795 | 0.04% | 0.12% | 85 | -46,184 | -59.27% | Q2 2026 | Jul 14, 2026 |
| Summit Financial, LLC | History | Reduced | 30,721 | 770 | 0.01% | 0.01% | 87 | -8,603 | -21.88% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 30,744 | 770 | 0.04% | 0.04% | 86 | -2,375 | -7.17% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 30,004 | 752 | 0.0% | 0.0% | 88 | -18,134 | -37.67% | Q2 2026 | Aug 14, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Reduced | 29,514 | 739 | 0.09% | 0.22% | 89 | -30,550 | -50.86% | Q2 2026 | Jul 21, 2026 |
| WHITTIER TRUST CO | History | No change | 29,057 | 728 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 27,550 | 690 | 0.01% | 0.01% | 91 | +3,150 | 12.91% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 27,550 | 690 | 0.01% | 0.01% | 92 | +850 | 3.18% | Q2 2026 | Aug 07, 2026 |
| Sequent Planning LLC | History | Added to | 27,021 | 677 | 0.14% | 0.14% | 93 | +3,412 | 14.45% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 26,975 | 676 | 0.28% | 0.34% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 26,855 | 673 | 0.1% | 0.48% | 95 | -82,156 | -75.36% | Q2 2026 | Aug 17, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 26,492 | 664 | 0.02% | — | 96 | +26,492 | New | Q2 2026 | Jul 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 26,462 | 663 | 0.09% | 0.07% | 97 | +8,131 | 44.36% | Q2 2026 | Aug 11, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 26,332 | 660 | 0.05% | 0.03% | 98 | +9,520 | 56.63% | Q2 2026 | Aug 12, 2026 |
| Trademark Financial Management, LLC | History | Added to | 25,569 | 641 | 0.26% | 0.21% | 99 | +8,540 | 50.15% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 24,378 | 611 | 0.01% | 0.05% | 100 | -56,902 | -70.01% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,606 | 591 | 0.0% | 0.0% | 101 | +5,396 | 29.63% | Q2 2026 | Jul 17, 2026 |
| Intrua Financial, LLC | History | Reduced | 22,092 | 553 | 0.05% | 0.06% | 102 | -849 | -3.7% | Q2 2026 | Jul 24, 2026 |
| HighPoint Advisor Group LLC | History | New | 21,640 | 542 | 0.02% | — | 103 | +21,640 | New | Q2 2026 | Aug 05, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 20,807 | 521 | 0.31% | — | 104 | +20,807 | New | Q2 2026 | Aug 10, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 20,215 | 506 | 0.03% | 0.03% | 106 | +2,362 | 13.23% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 20,187 | 506 | 0.0% | 0.0% | 105 | -212 | -1.04% | Q2 2026 | Aug 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 19,269 | 483 | 0.18% | 0.18% | 107 | +1,723 | 9.82% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 18,434 | 462 | 0.0% | 0.0% | 108 | +10,206 | 124.04% | Q2 2026 | Aug 12, 2026 |
| PAX Financial Group, LLC | History | Reduced | 17,559 | 440 | 0.07% | 0.24% | 109 | -38,046 | -68.42% | Q2 2026 | Aug 05, 2026 |
| Ascent Group, LLC | History | New | 17,376 | 435 | 0.01% | — | 110 | +17,376 | New | Q2 2026 | Aug 03, 2026 |
| Rossby Financial, LCC | History | Reduced | 16,833 | 422 | 0.08% | 0.09% | 111 | -875 | -4.94% | Q2 2026 | Aug 04, 2026 |
| Community Bank & Trust, Waco, Texas | History | Added to | 16,746 | 420 | 0.08% | 0.07% | 112 | +1,781 | 11.9% | Q2 2026 | Aug 04, 2026 |
| Bravera Wealth | History | No change | 16,005 | 401 | 0.15% | 0.18% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 15,770 | 395 | 0.05% | 0.05% | 114 | -208 | -1.3% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 15,344 | 384 | 0.0% | — | 115 | +15,344 | New | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 14,528 | 364 | 0.01% | 0.01% | 116 | +5,295 | 57.35% | Q2 2026 | Aug 06, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 14,187 | 355 | 0.26% | — | 117 | +14,187 | New | Q2 2026 | Jul 16, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 13,995 | 350 | 0.04% | 0.06% | 118 | -1,717 | -10.93% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,005 | 326 | 0.01% | 0.01% | 119 | -262 | -1.97% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | New | 12,828 | 321 | 0.0% | — | 120 | +12,828 | New | Q2 2026 | Aug 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 12,575 | 315 | 0.02% | 0.02% | 121 | -2,475 | -16.45% | Q2 2026 | Jul 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 12,181 | 305 | 0.03% | 0.03% | 122 | +2,468 | 25.41% | Q2 2026 | Jul 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 11,885 | 297 | 0.01% | 0.01% | 123 | +128 | 1.09% | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 11,520 | 288 | 0.0% | 0.01% | 124 | -9,193 | -44.38% | Q2 2026 | Aug 04, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 11,386 | 285 | 0.06% | 0.09% | 125 | -1,795 | -13.62% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 10,980 | 275 | 0.01% | — | 126 | +10,980 | New | Q2 2026 | Jul 27, 2026 |
| Advyzon Investment Management, LLC | History | New | 10,959 | 274 | 0.02% | — | 127 | +10,959 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,918 | 273 | 0.0% | 0.0% | 128 | -6,316 | -36.65% | Q2 2026 | Aug 07, 2026 |
| Ignite Planners, LLC | History | New | 10,673 | 267 | 0.04% | — | 129 | +10,673 | New | Q2 2026 | Jul 23, 2026 |
| LFG Wealth Partners, LLC | History | New | 10,461 | 262 | 0.12% | — | 130 | +10,461 | New | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 10,161 | 254 | 0.03% | — | 131 | +10,161 | New | Q2 2026 | Aug 13, 2026 |
| VestGen Investment Management | History | Added to | 9,856 | 247 | 0.13% | 0.13% | 132 | +347 | 3.65% | Q2 2026 | Jul 31, 2026 |
| VestGen Advisors, LLC | History | Added to | 9,856 | 247 | 0.01% | 0.01% | 133 | +284 | 2.97% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 9,799 | 245 | 0.02% | 0.01% | 134 | +2,064 | 26.68% | Q2 2026 | Jul 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 9,262 | 232 | 0.03% | 0.07% | 135 | -12,750 | -57.92% | Q2 2026 | Jul 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,143 | 229 | 0.0% | 0.01% | 136 | -8,903 | -49.34% | Q2 2026 | Jul 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 9,100 | 228 | 0.0% | — | 137 | +9,100 | New | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 8,855 | 221 | 0.02% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 8,813 | 220 | 0.01% | 0.02% | 139 | -2,115 | -19.35% | Q2 2026 | Jul 20, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 8,748 | 219 | 0.07% | 0.09% | 140 | -12,591 | -59.0% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 8,407 | 210 | 0.0% | 0.0% | 141 | +4 | 0.05% | Q2 2026 | Aug 11, 2026 |
| Arcus Capital Partners, LLC | History | New | 7,984 | 200 | 0.08% | — | 142 | +7,984 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,103 | 178 | 0.0% | 0.0% | 143 | +6,818 | 2392.28% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 6,836 | 171 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Reduced | 5,890 | 147 | 0.01% | 0.02% | 145 | -3,979 | -40.32% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 5,822 | 145 | 0.07% | 0.07% | 147 | +249 | 4.47% | Q2 2026 | Jul 30, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 5,800 | 145 | 0.06% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 5,706 | 143 | 0.01% | — | 148 | +5,706 | New | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,506 | 138 | 0.01% | 0.01% | 149 | -877 | -13.74% | Q2 2026 | Jul 28, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,239 | 81 | 0.06% | 0.07% | 150 | +35 | 1.09% | Q2 2026 | Jul 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,645 | 66 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 1,993 | 49 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,974 | 49 | 0.03% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,834 | 45 | 0.0% | 0.0% | 154 | +323 | 21.38% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,437 | 36 | 0.0% | 0.0% | 155 | +16 | 1.13% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,414 | 35 | 0.0% | 0.0% | 157 | -4,034 | -74.05% | Q2 2026 | Jul 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,414 | 35 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,169 | 29 | 0.0% | 0.0% | 158 | +1,073 | 1117.71% | Q2 2026 | Aug 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,000 | 25 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | Added to | 892 | 22 | 0.0% | 0.0% | 160 | +266 | 42.49% | Q2 2026 | Jul 15, 2026 |
| VIMA LLC | History | New | 420 | 10 | 0.01% | — | 162 | +420 | New | Q2 2026 | Jul 24, 2026 |
| Benson Wealth Management INC | History | No change | 411 | 10 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 323 | 8 | 0.0% | 0.0% | 163 | -158 | -32.85% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 233 | 5 | 0.0% | 0.0% | 164 | +2 | 0.87% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 164 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elequin Capital, LP | History | Reduced | 142 | 3 | 0.0% | 0.19% | 166 | -45,895 | -99.69% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | New | 120 | 3 | 0.0% | — | 167 | +120 | New | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 95 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 40 | 1 | 0.0% | — | 169 | +40 | New | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -295,403 | -100.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -290,844 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -165,445 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.25% | — | -130,512 | -100.0% | Q2 2026 | Aug 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.18% | — | -116,392 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -114,883 | -100.0% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78,338 | -100.0% | Q2 2026 | Sep 02, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,700 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -15,735 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -12,812 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Axim Planning & Wealth | History | Closed out | 0 | 0 | — | 0.27% | — | -9,030 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Mendel Money Management | History | Closed out | 0 | 0 | — | 0.09% | — | -8,760 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,379 | -100.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -4,308 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,412 | -100.0% | Q2 2026 | Jul 20, 2026 |
| PROTECTIVE LIFE CORP | History | Closed out | 0 | 0 | — | 0.1% | — | -1,217 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -912 | -100.0% | Q2 2026 | Aug 07, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 34 | 0 | — | — | — | +34 | New | Q2 2026 | Jul 23, 2026 |
| Concord Wealth Partners | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 27, 2026 |