INVESCO EXCHANGE-TRADED FUND TRUST - XLG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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
LPL Financial LLC History No change 9,447,300 578,458 0.13% 0.13% 1 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 7,169,840 433,560 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 6,378,648 390,564 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 3,445,571 210,972 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 3,095,951 189,565 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,774,385 169,875 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 14, 2026
Principle Wealth Partners LLC History No change 2,592,959 158,766 7.84% 7.84% 7 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 2,378,244 145,620 0.17% 0.17% 8 0 0.0% Q2 2026 Aug 14, 2026
Johnson Financial Group, Inc. History No change 2,255,508 138,104 4.54% 4.54% 9 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 1,921,389 117,646 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 1,689,089 103,388 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 14, 2026
MEANS INVESTMENT CO., INC. History No change 1,624,685 99,479 7.51% 7.51% 12 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,370,284 84,930 0.14% 0.14% 13 0 0.0% Q2 2026 Jul 15, 2026
UBS Group AG History No change 1,300,255 79,614 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 1,257,704 77,009 0.21% 0.21% 15 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 1,195,204 73,182 0.07% 0.07% 16 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 1,122,247 68,714 0.06% 0.06% 17 0 0.0% Q2 2026 Aug 12, 2026
Bogart Wealth, LLC History No change 1,120,730 68,622 2.35% 2.35% 18 0 0.0% Q2 2026 Jul 24, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,074,733 65,805 0.02% 0.02% 19 0 0.0% Q2 2026 Sep 23, 2026
Invesco Ltd. History No change 931,939 57,062 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 887,762 54,357 0.11% 0.11% 21 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 865,654 53,004 0.5% 0.5% 22 0 0.0% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 837,467 49,661 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 14, 2026
Demars Financial Group, LLC History No change 776,421 47,540 13.17% 13.17% 24 0 0.0% Q2 2026 Jul 21, 2026
Cetera Investment Advisers History No change 746,104 45,683 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 745,845 45,668 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 03, 2026
Private Advisor Group, LLC History No change 664,341 40,677 0.19% 0.19% 27 0 0.0% Q2 2026 Jul 27, 2026
One Capital Management, LLC History No change 704,917 38,453 1.07% 1.07% 28 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Reduced 595,456 37,876 0.27% 0.29% 29 -12,160 -2.0% Q3 2026 Oct 08, 2026
Cedar Wealth Management, LLC History No change 588,062 36,007 9.26% 9.26% 30 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 575,169 35,234 0.19% 0.19% 31 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 449,071 27,496 0.28% 0.28% 32 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 412,914 25,282 0.39% 0.39% 33 0 0.0% Q2 2026 Aug 06, 2026
Core Wealth Advisors, Inc. History No change 402,306 24,633 4.95% 4.95% 34 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 374,672 22,941 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Polaris Financial Partners History New 333,977 21,423 9.59% — 36 +333,977 New Q3 2026 Oct 02, 2026
EP Wealth Advisors, LLC History No change 343,570 21,036 0.08% 0.08% 37 0 0.0% Q2 2026 Aug 11, 2026
BROWN ADVISORY INC History No change 342,322 20,960 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 14, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 337,860 20,687 4.42% 4.42% 39 0 0.0% Q2 2026 Jul 16, 2026
Tulsa Wealth Advisors, INC History No change 326,731 20,005 2.82% 2.82% 40 0 0.0% Q2 2026 Aug 06, 2026
Equitable Holdings, Inc. History No change 318,702 19,514 0.12% 0.12% 41 0 0.0% Q2 2026 Aug 17, 2026
Segment Wealth Management, LLC History No change 305,742 18,720 0.97% 0.97% 42 0 0.0% Q2 2026 Jul 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 291,213 17,830 0.02% 0.02% 43 0 0.0% Q2 2026 Jul 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 289,297 17,713 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 12, 2026
Mirae Asset Global Investments Co., Ltd. History No change 280,000 17,144 0.03% 0.03% 45 0 0.0% Q2 2026 Jul 22, 2026
Gladstone Institutional Advisory LLC History No change 276,809 16,948 0.54% 0.54% 46 0 0.0% Q2 2026 Jul 27, 2026
Cambridge Investment Research Advisors, Inc. History No change 276,509 16,931 0.04% 0.04% 47 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 275,854 16,891 1.72% 1.72% 48 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 272,205 16,667 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 14, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 268,713 16,453 1.94% 1.94% 50 0 0.0% Q2 2026 Aug 14, 2026
Cyr Financial Inc. History No change 266,804 16,336 8.51% 8.51% 51 0 0.0% Q2 2026 Jul 20, 2026
OneDigital Investment Advisors LLC History No change 239,838 14,685 0.12% 0.12% 52 0 0.0% Q2 2026 Aug 06, 2026
Green Ridge Wealth Planning LLC History Reduced 220,635 14,034 5.63% 5.89% 53 -8,084 -3.53% Q3 2026 Oct 08, 2026
Integrated Wealth Concepts LLC History No change 228,152 13,969 0.09% 0.09% 54 0 0.0% Q2 2026 Sep 08, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 221,021 13,533 0.65% 0.65% 55 0 0.0% Q2 2026 Aug 11, 2026
CENTAURUS FINANCIAL, INC. History No change 210,983 12,918 0.5% 0.5% 56 0 0.0% Q2 2026 Aug 17, 2026
Estate Planners Group, LLC History No change 208,582 12,771 5.78% 5.78% 57 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 200,437 12,272 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 198,614 12,161 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 19, 2026
Kestra Advisory Services, LLC History No change 191,225 11,708 0.04% 0.04% 60 0 0.0% Q2 2026 Jul 28, 2026
JSF Financial, LLC History No change 186,891 11,443 1.81% 1.81% 61 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial, LLC History No change 181,462 11,110 0.12% 0.12% 62 0 0.0% Q2 2026 Aug 12, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 176,958 10,796 2.27% 2.27% 63 0 0.0% Q2 2026 Jul 15, 2026
Seros Financial, LLC History No change 176,305 10,795 5.62% 5.62% 64 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 174,996 10,715 2.59% 2.59% 65 0 0.0% Q2 2026 Jul 21, 2026
KPP Advisory Services LLC History No change 173,685 10,634 1.34% 1.34% 66 0 0.0% Q2 2026 Jul 24, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 173,358 10,614 1.76% 1.76% 67 0 0.0% Q2 2026 Jul 21, 2026
MGO ONE SEVEN LLC History No change 158,316 9,693 0.16% 0.16% 68 0 0.0% Q2 2026 Jul 31, 2026
D. E. Shaw & Co., Inc. History No change 155,798 9,539 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 152,001 9,307 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 148,505 9,092 0.08% 0.08% 71 0 0.0% Q2 2026 Jul 27, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 148,018 9,063 0.07% 0.07% 72 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Advisory Services, LLC History No change 147,911 9,056 0.18% 0.18% 73 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 164,372 8,966 0.15% 0.15% 74 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 140,926 8,628 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 139,502 8,541 0.05% 0.05% 76 0 0.0% Q2 2026 Jul 24, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 135,600 8,302 1.86% 1.86% 77 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Advisors, LLC History No change 134,237 8,219 0.45% 0.45% 78 0 0.0% Q2 2026 Aug 11, 2026
PMG Wealth Management, Inc. History No change 125,829 7,704 4.76% 4.76% 79 0 0.0% Q2 2026 Aug 05, 2026
ASHTON THOMAS SECURITIES, LLC History No change 123,103 7,537 1.11% 1.11% 80 0 0.0% Q2 2026 Jul 27, 2026
Snowden Capital Advisors LLC History No change 121,540 7,441 0.18% 0.18% 81 0 0.0% Q2 2026 Aug 13, 2026
Crescent Grove Advisors, LLC History No change 117,638 7,202 0.6% 0.6% 82 0 0.0% Q2 2026 Aug 10, 2026
IFC & Insurance Marketing, Inc. History No change 113,274 6,935 6.11% 6.11% 83 0 0.0% Q2 2026 Jul 09, 2026
Janney Montgomery Scott LLC History No change 112,646 6,897 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History No change 112,349 6,879 0.03% 0.03% 85 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 110,063 6,739 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 109,818 6,724 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 105,818 6,479 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 14, 2026
Sage Mountain Advisors LLC History No change 104,090 6,373 0.39% 0.39% 89 0 0.0% Q2 2026 Aug 05, 2026
INTEGRITY ALLIANCE, LLC. History No change 103,872 6,360 0.2% 0.2% 90 0 0.0% Q2 2026 Jul 31, 2026
Savvy Advisors, Inc. History No change 98,864 6,053 0.13% 0.13% 91 0 0.0% Q2 2026 Aug 03, 2026
Aspire Capital Advisors LLC History No change 94,434 5,782 1.13% 1.13% 92 0 0.0% Q2 2026 Aug 05, 2026
Atria Investments, Inc History No change 93,174 5,705 0.06% 0.06% 93 0 0.0% Q2 2026 Jul 28, 2026
Comprehensive Financial Planning, Inc./PA History No change 92,770 5,680 3.03% 3.03% 94 0 0.0% Q2 2026 Aug 10, 2026
HBW ADVISORY SERVICES LLC History No change 91,730 5,616 0.51% 0.51% 95 0 0.0% Q2 2026 Jul 16, 2026
Bawa N Mallick Trust History No change 90,000 5,510 1.78% 1.78% 96 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 88,334 5,408 0.2% 0.2% 97 0 0.0% Q2 2026 Jul 21, 2026
Mutual Advisors, LLC History No change 87,793 5,375 0.1% 0.1% 98 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 87,602 5,363 0.16% 0.16% 99 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 87,376 5,350 0.03% 0.03% 100 0 0.0% Q2 2026 Aug 13, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 86,797 5,314 1.13% 1.13% 101 0 0.0% Q2 2026 Jul 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 84,361 5,165 0.08% 0.08% 102 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 83,108 5,088 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 03, 2026
GTS SECURITIES LLC History No change 82,727 5,065 0.11% 0.11% 104 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 80,790 4,946 0.12% 0.12% 105 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Family Advisors, LLC History No change 80,545 4,931 2.07% 2.07% 106 0 0.0% Q2 2026 Aug 14, 2026
Ackerman Asset Management, LLC History No change 78,951 4,834 2.9% 2.9% 107 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 77,854 4,767 0.01% 0.01% 108 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Wealth Group, LLC History No change 74,788 4,579 0.27% 0.27% 109 0 0.0% Q2 2026 Jul 27, 2026
TRB Wealth Management, LLC History No change 74,327 4,551 0.61% 0.61% 110 0 0.0% Q2 2026 Aug 11, 2026
Stenger Family Office, LLC History No change 73,624 4,508 0.72% 0.72% 111 0 0.0% Q2 2026 Jul 13, 2026
IFG Advisory, LLC History No change 73,133 4,477 0.16% 0.16% 112 0 0.0% Q2 2026 Aug 13, 2026
City Center Advisors, LLC History Added to 70,311 4,472 3.42% 3.05% 113 +8,732 14.18% Q3 2026 Oct 07, 2026
Laraway Financial Advisors Inc History No change 71,054 4,350 2.64% 2.64% 114 0 0.0% Q2 2026 Aug 03, 2026
Asset Allocation Strategies LLC History No change 71,036 4,349 0.67% 0.67% 115 0 0.0% Q2 2026 Aug 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 68,455 4,191 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 67,698 4,144 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 66,981 4,101 0.05% 0.05% 118 0 0.0% Q2 2026 Jul 28, 2026
Truvestments Capital LLC History No change 66,721 4,085 0.61% 0.61% 119 0 0.0% Q2 2026 Aug 12, 2026
RIA Advisory Group LLC History No change 66,665 4,081 0.89% 0.89% 120 0 0.0% Q2 2026 Jul 23, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 66,556 4,075 0.28% 0.28% 121 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Wealth History No change 66,473 4,070 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial Consulting LLC History No change 64,920 3,975 2.7% 2.7% 123 0 0.0% Q2 2026 Aug 06, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 64,645 3,958 1.06% 1.06% 124 0 0.0% Q2 2026 Jul 09, 2026
Bulwark Capital Corp History No change 63,937 3,914 2.2% 2.2% 125 0 0.0% Q2 2026 Jul 06, 2026
FMR LLC History No change 62,294 3,814 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Centennial Bank/AR/ History No change 61,900 3,790 1.22% 1.22% 127 0 0.0% Q2 2026 Aug 10, 2026
Allen Investment Management, LLC History No change 61,636 3,773 0.04% 0.04% 128 0 0.0% Q2 2026 Aug 05, 2026
Dana Investment Advisors, Inc. History No change 61,030 3,736 0.1% 0.1% 129 0 0.0% Q2 2026 Aug 13, 2026
FORONJY FINANCIAL LLC History No change 60,882 3,727 1.37% 1.37% 130 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 60,757 3,720 0.04% 0.04% 131 0 0.0% Q2 2026 Aug 04, 2026
Gallagher Fiduciary Advisors, LLC History No change 59,854 3,664 0.12% 0.12% 132 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 58,809 3,600 0.07% 0.07% 133 0 0.0% Q2 2026 Jul 15, 2026
WEDBUSH SECURITIES INC History No change 58,284 3,569 0.09% 0.09% 134 0 0.0% Q2 2026 Jul 28, 2026
Western Wealth Management, LLC History No change 55,099 3,373 0.11% 0.11% 135 0 0.0% Q2 2026 Aug 14, 2026
Maia Wealth LLC History No change 54,986 3,366 0.5% 0.5% 136 0 0.0% Q2 2026 Jul 28, 2026
KCM INVESTMENT ADVISORS LLC History No change 54,775 3,353 0.1% 0.1% 137 0 0.0% Q2 2026 Aug 13, 2026
HighPoint Advisor Group LLC History No change 53,999 3,306 0.12% 0.12% 138 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 53,788 3,293 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 53,300 3,263 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
Cresta Advisors, Ltd. History No change 52,247 3,199 1.15% 1.15% 141 0 0.0% Q2 2026 Jul 22, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 51,941 3,180 0.06% 0.06% 142 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 51,875 3,176 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 14, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 51,546 3,156 1.18% 1.18% 144 0 0.0% Q2 2026 Aug 03, 2026
J.W. COLE ADVISORS, INC. History No change 50,727 3,106 0.05% 0.05% 145 0 0.0% Q2 2026 Jul 21, 2026
PCG Wealth Advisors, LLC History No change 47,241 2,892 0.65% 0.65% 146 0 0.0% Q2 2026 Aug 03, 2026
CALTON & ASSOCIATES, INC. History No change 46,877 2,870 0.42% 0.42% 147 0 0.0% Q2 2026 Aug 10, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 46,779 2,864 0.38% 0.38% 148 0 0.0% Q2 2026 Jul 24, 2026
Institute for Wealth Management, LLC. History No change 46,216 2,829 0.25% 0.25% 149 0 0.0% Q2 2026 Jul 28, 2026
LaSalle St. Investment Advisors, LLC History No change 45,433 2,781 0.34% 0.34% 150 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 45,063 2,759 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 44,821 2,744 0.06% 0.06% 152 0 0.0% Q2 2026 Jul 29, 2026
Sigma Planning Corp History No change 43,615 2,670 0.07% 0.07% 153 0 0.0% Q2 2026 Aug 07, 2026
Milestone Asset Management Group, LLC History No change 43,414 2,658 1.34% 1.34% 154 0 0.0% Q2 2026 Jul 30, 2026
Compass Ion Advisors, LLC History No change 43,002 2,633 0.23% 0.23% 155 0 0.0% Q2 2026 Aug 12, 2026
Capstone Wealth Management Group, Inc. History No change 43,013 2,633 1.59% 1.59% 156 0 0.0% Q2 2026 Jul 27, 2026
Cerity Partners LLC History No change 41,661 2,550 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
Walker Asset Management, LLC History No change 41,179 2,521 1.27% 1.27% 158 0 0.0% Q2 2026 Jul 10, 2026
SAPIENT CAPITAL LLC History No change 39,396 2,505 0.03% 0.03% 159 0 0.0% Q3 2026 Oct 08, 2026
Signal Advisors Wealth, LLC History No change 40,572 2,484 0.13% 0.13% 160 0 0.0% Q2 2026 Aug 04, 2026
Royal Fund Management, LLC History No change 39,705 2,431 0.2% 0.2% 161 0 0.0% Q2 2026 Jul 20, 2026
Fisher Asset Management, LLC History No change 39,301 2,406 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 04, 2026
Balance Wealth Partners LLC History No change 38,750 2,372 0.63% 0.63% 163 0 0.0% Q2 2026 Jul 21, 2026
OPPENHEIMER & CO INC History No change 38,508 2,357 0.03% 0.03% 164 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 38,266 2,343 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
Del-Sette Capital Management, LLC History No change 37,302 2,284 1.33% 1.33% 166 0 0.0% Q2 2026 Jul 30, 2026
WealthPlan Investment Management, LLC History No change 37,000 2,265 0.11% 0.11% 167 0 0.0% Q2 2026 Jul 28, 2026
Capital Advisors, Ltd. LLC History No change 36,469 2,233 0.23% 0.23% 168 0 0.0% Q2 2026 Jul 16, 2026
Copia Wealth Management History No change 36,210 2,217 1.33% 1.33% 169 0 0.0% Q2 2026 Aug 17, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 35,998 2,204 0.66% 0.66% 170 0 0.0% Q2 2026 Jul 16, 2026
Curtis Advisory Group, LLC History No change 35,698 2,185 0.42% 0.42% 171 0 0.0% Q2 2026 Jul 29, 2026
BlackRock, Inc. History No change 35,688 2,185 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 07, 2026
Sowell Financial Services LLC History No change 35,506 2,174 0.07% 0.07% 173 0 0.0% Q2 2026 Jul 17, 2026
GREENLEAF TRUST History No change 35,220 2,156 0.02% 0.02% 174 0 0.0% Q2 2026 Jul 21, 2026
Fortis Group Advisors, LLC History No change 34,900 2,136 0.34% 0.34% 175 0 0.0% Q2 2026 Jul 24, 2026
Wealthspire Retirement, LLC History No change 34,360 2,103 0.12% 0.12% 176 0 0.0% Q2 2026 Aug 12, 2026
Oxford Wealth Group, LLC History No change 33,955 2,079 0.93% 0.93% 177 0 0.0% Q2 2026 Aug 13, 2026
Claro Advisors Inc. History No change 33,910 2,076 0.22% 0.22% 178 0 0.0% Q2 2026 Jul 30, 2026
Goodwin Investment Advisory History No change 33,660 2,061 4.15% 4.15% 179 0 0.0% Q2 2026 Aug 19, 2026
Creative Planning History No change 33,617 2,058 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History Reduced 31,437 1,999 0.06% 0.06% 181 -4,255 -11.92% Q3 2026 Oct 08, 2026
Mariner, LLC History No change 32,337 1,979 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
Diversified Enterprises, LLC History No change 31,890 1,952 0.09% 0.09% 183 0 0.0% Q2 2026 Jul 31, 2026
FIFTH THIRD BANCORP History No change 31,612 1,935 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 05, 2026
Sound Income Strategies, LLC History Reduced 29,906 1,928 0.09% 0.09% 185 -3,927 -11.61% Q3 2026 Oct 09, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 31,134 1,906 0.33% 0.33% 186 0 0.0% Q2 2026 Aug 14, 2026
NTV ASSET MANAGEMENT LLC History No change 30,884 1,891 0.19% 0.19% 187 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History No change 31,754 1,862 0.12% 0.12% 188 0 0.0% Q2 2026 Aug 07, 2026
Stonebrook Private Inc. History No change 30,133 1,845 0.34% 0.34% 189 0 0.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History No change 29,956 1,833 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 20, 2026
RM Financial Services, LLC History No change 29,572 1,810 1.34% 1.34% 191 0 0.0% Q2 2026 Aug 04, 2026
Aptus Capital Advisors, LLC History No change 29,164 1,785 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 29,057 1,779 0.0% 0.0% 193 0 0.0% Q2 2026 Sep 02, 2026
Lansing Street Advisors History No change 28,722 1,758 0.37% 0.37% 194 0 0.0% Q2 2026 Jul 24, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 28,541 1,747 0.08% 0.08% 195 0 0.0% Q2 2026 Jul 23, 2026
Avestar Capital, LLC History No change 28,318 1,733 0.1% 0.1% 196 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 28,231 1,728 0.01% 0.01% 197 0 0.0% Q2 2026 Jul 17, 2026
Carolina Wealth Management Inc History No change 27,367 1,675 0.77% 0.77% 198 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 26,957 1,650 0.13% 0.13% 199 0 0.0% Q2 2026 Jul 28, 2026
Clear Creek Financial Management, LLC History No change 26,602 1,628 0.1% 0.1% 200 0 0.0% Q2 2026 Jul 27, 2026
Arax Advisory Partners History No change 26,480 1,621 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 10, 2026
AQR CAPITAL MANAGEMENT LLC History No change 26,274 1,608 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
ShoreHaven Wealth Partners, LLC History No change 26,123 1,599 0.5% 0.5% 203 0 0.0% Q2 2026 Jul 14, 2026
Gateway Wealth Partners, LLC History No change 26,022 1,593 0.1% 0.1% 204 0 0.0% Q2 2026 Aug 04, 2026
Sequent Planning LLC History No change 25,741 1,576 0.34% 0.34% 205 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 25,335 1,551 0.03% 0.03% 206 0 0.0% Q2 2026 Jul 20, 2026
RFG Advisory, LLC History No change 25,145 1,539 0.02% 0.02% 207 0 0.0% Q2 2026 Jul 15, 2026
Allworth Financial LP History No change 25,070 1,535 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Advisor Solutions, LLC History No change 24,815 1,519 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 06, 2026
OMNI 360 Wealth, Inc. History No change 24,815 1,519 0.7% 0.7% 210 0 0.0% Q2 2026 Jul 13, 2026
JANE STREET GROUP, LLC History No change 24,631 1,508 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 24,314 1,488 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 07, 2026
Avior Wealth Management, LLC History No change 24,350 1,484 0.04% 0.04% 213 0 0.0% Q2 2026 Jul 07, 2026
Pinnacle Financial Partners, Inc. History No change 23,988 1,468 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 23,516 1,439 0.12% 0.12% 215 0 0.0% Q2 2026 Aug 14, 2026
Cambria Investment Management, L.P. History No change 22,900 1,402 0.07% 0.07% 216 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 22,900 1,402 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 22,829 1,397 0.02% 0.02% 218 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 22,766 1,393 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 20, 2026
Jump Financial, LLC History No change 22,697 1,389 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 13, 2026
Keystone Wealth Services, LLC History No change 22,615 1,384 0.26% 0.26% 221 0 0.0% Q2 2026 Aug 05, 2026
Snider Financial Group History No change 22,602 1,383 0.35% 0.35% 222 0 0.0% Q2 2026 Jul 14, 2026
Quantinno Capital Management LP History No change 21,694 1,328 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
FWG Investments, LLC. History No change 21,550 1,319 0.7% 0.7% 224 0 0.0% Q2 2026 Jul 28, 2026
Hilltop Holdings Inc. History No change 21,537 1,318 0.1% 0.1% 225 0 0.0% Q2 2026 Aug 13, 2026
MONECO ADVISORS, LLC History No change 21,433 1,312 0.08% 0.08% 226 0 0.0% Q2 2026 Aug 11, 2026
Baring Financial LLC History Added to 20,491 1,303 0.7% 0.67% 227 +666 3.36% Q3 2026 Oct 07, 2026
Hardworking Capital Advisors, LLC History No change 21,232 1,300 1.06% 1.06% 228 0 0.0% Q2 2026 Aug 03, 2026
Elevation Capital Advisory, LLC History No change 21,085 1,291 0.5% 0.5% 229 0 0.0% Q2 2026 Jul 27, 2026
Beacon Pointe Advisors, LLC History No change 20,798 1,273 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 18, 2026
LexAurum Advisors, LLC History No change 20,766 1,271 0.15% 0.15% 231 0 0.0% Q2 2026 Jul 15, 2026
Hilltop National Bank History No change 20,650 1,264 0.27% 0.27% 232 0 0.0% Q2 2026 Jul 01, 2026
WBH ADVISORY INC History No change 20,581 1,260 0.08% 0.08% 233 0 0.0% Q2 2026 Aug 05, 2026
Blue Capital, Inc. History No change 20,487 1,254 0.8% 0.8% 234 0 0.0% Q2 2026 Aug 11, 2026
Horizon Wealth Management, LLC History No change 20,268 1,241 0.16% 0.16% 235 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 20,108 1,231 0.04% 0.04% 236 0 0.0% Q2 2026 Jul 15, 2026
Wealthcare Advisory Partners LLC History No change 19,719 1,207 0.02% 0.02% 237 0 0.0% Q2 2026 Jul 09, 2026
Madrona Financial Services, LLC History No change 19,175 1,174 0.22% 0.22% 238 0 0.0% Q2 2026 Jul 17, 2026
Ethos Capital Management, Inc. History No change 18,705 1,145 0.82% 0.82% 239 0 0.0% Q2 2026 Jul 16, 2026
CCG WEALTH MANAGEMENT, LLC History No change 18,540 1,135 0.26% 0.26% 240 0 0.0% Q2 2026 Aug 07, 2026
NFSG Corp History No change 18,514 1,133 0.14% 0.14% 241 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 18,271 1,118 0.03% 0.03% 242 0 0.0% Q2 2026 Jul 09, 2026
HRT FINANCIAL LP History No change 18,117 1,109 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 17,563 1,075 0.05% 0.05% 244 0 0.0% Q2 2026 Jul 16, 2026
Mayflower Financial Advisors, LLC History No change 17,466 1,069 0.09% 0.09% 245 0 0.0% Q2 2026 Jul 09, 2026
KG Capital Management History No change 17,273 1,057 0.63% 0.63% 246 0 0.0% Q2 2026 Aug 07, 2026
AlTi Global, Inc. History No change 16,996 1,040 0.02% 0.02% 247 0 0.0% Q2 2026 Aug 05, 2026
Kingsview Wealth Management, LLC History No change 16,786 1,027 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 18, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 16,658 1,019 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 16,343 1,000 0.01% 0.01% 250 0 0.0% Q2 2026 Jul 27, 2026
Seneca House Advisors History No change 16,328 999 0.35% 0.35% 251 0 0.0% Q2 2026 Jul 31, 2026
Total Clarity Wealth Management, Inc. History No change 15,722 962 0.19% 0.19% 252 0 0.0% Q2 2026 Jul 23, 2026
Retireful, LLC History Added to 14,979 952 0.82% 0.79% 253 +1,201 8.72% Q3 2026 Oct 08, 2026
Integrated Advisors Network LLC History No change 15,513 949 0.04% 0.04% 254 0 0.0% Q2 2026 Aug 11, 2026
Arsenal Capital Advisors LLC History No change 15,499 949 0.56% 0.56% 255 0 0.0% Q2 2026 Aug 11, 2026
United Advisor Group, LLC History No change 15,402 943 0.1% 0.1% 256 0 0.0% Q2 2026 Jul 29, 2026
Baker Avenue Asset Management, LP History No change 15,022 919 0.02% 0.02% 257 0 0.0% Q2 2026 Jul 28, 2026
McAdam, LLC History No change 14,970 916 0.04% 0.04% 258 0 0.0% Q2 2026 Aug 04, 2026
Cyndeo Wealth Partners, LLC History No change 14,751 903 0.04% 0.04% 259 0 0.0% Q2 2026 Jul 21, 2026
Kathmere Capital Management, LLC History No change 14,463 885 0.05% 0.05% 260 0 0.0% Q2 2026 Jul 29, 2026
Cassaday & Co Wealth Management LLC History No change 14,433 883 0.02% 0.02% 261 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 14,220 870 0.01% 0.01% 262 0 0.0% Q2 2026 Jul 15, 2026
Prospera Financial Services Inc History No change 13,696 839 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 15, 2026
Key Client Fiduciary Advisors, LLC History No change 13,549 829 0.24% 0.24% 264 0 0.0% Q2 2026 Jul 09, 2026
Forvis Mazars Wealth Advisors, LLC History No change 13,496 826 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 10, 2026
J. M. Brown & Associates Inc. History No change 13,481 825 0.47% 0.47% 266 0 0.0% Q2 2026 Jul 23, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 13,464 824 0.48% 0.48% 267 0 0.0% Q2 2026 Jul 21, 2026
First Heartland Consultants, Inc. History Added to 12,852 817 0.05% 0.05% 268 +572 4.66% Q3 2026 Oct 08, 2026
Summit Asset Management, LLC History No change 13,090 801 0.1% 0.1% 269 0 0.0% Q2 2026 Aug 06, 2026
Great Diamond Partners, LLC History No change 12,927 791 0.14% 0.14% 270 0 0.0% Q2 2026 Jul 17, 2026
Vertex Planning Partners, LLC History No change 12,874 788 0.12% 0.12% 271 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 12,696 777 0.02% 0.02% 272 0 0.0% Q2 2026 Aug 04, 2026
Avant Capital LLC History No change 12,686 776 0.49% 0.49% 273 0 0.0% Q2 2026 Aug 12, 2026
Orion Porfolio Solutions, LLC History No change 12,590 770 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 12,560 769 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 13, 2026
Briggs Wealth Management, Inc History No change 12,453 762 0.7% 0.7% 276 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 12,440 761 0.04% 0.04% 277 0 0.0% Q2 2026 Jul 28, 2026
NWF Advisory Services Inc. History No change 12,431 761 0.07% 0.07% 278 0 0.0% Q2 2026 Jul 29, 2026
Investors Research Corp History Added to 11,825 752 0.13% 0.12% 279 +788 7.14% Q3 2026 Oct 07, 2026
NATIXIS ADVISORS, LLC History No change 12,276 751 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 14, 2026
Valley Brook Capital Group, Inc. History No change 12,170 745 0.42% 0.42% 281 0 0.0% Q2 2026 Jul 27, 2026
BENJAMIN EDWARDS INC History No change 11,745 719 0.01% 0.01% 282 0 0.0% Q2 2026 Jul 24, 2026
Insight Advisors, LLC/ PA History No change 11,629 712 0.13% 0.13% 283 0 0.0% Q2 2026 Aug 05, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 11,639 712 0.3% 0.3% 284 0 0.0% Q2 2026 Aug 14, 2026
Samalin Investment Counsel, LLC History No change 11,595 709 0.22% 0.22% 285 0 0.0% Q2 2026 Jul 27, 2026
WCG Wealth Advisors LLC History No change 11,591 709 0.02% 0.02% 286 0 0.0% Q2 2026 Aug 14, 2026
Colonial River Investments, LLC History No change 11,508 704 0.2% 0.2% 287 0 0.0% Q2 2026 Jul 24, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 11,496 703 0.12% 0.12% 288 0 0.0% Q2 2026 Aug 10, 2026
Waverly Advisors, LLC History No change 11,419 699 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 11,338 694 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 04, 2026
Cooper Financial Group History Reduced 10,837 689 0.05% 0.06% 292 -536 -4.71% Q3 2026 Oct 07, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 11,253 689 0.22% 0.22% 291 0 0.0% Q2 2026 Aug 07, 2026
Ausdal Financial Partners, Inc. History No change 11,120 680 0.03% 0.03% 293 0 0.0% Q2 2026 Aug 14, 2026
Kohmann Bosshard Financial Services, LLC History No change 11,090 679 0.06% 0.06% 294 0 0.0% Q2 2026 Jul 14, 2026
Latitude Advisors, LLC History No change 11,093 679 0.27% 0.27% 295 0 0.0% Q2 2026 Jul 27, 2026
Fortune 45 LLC History No change 11,074 678 0.29% 0.29% 296 0 0.0% Q2 2026 Aug 05, 2026
Allspring Global Investments Holdings, LLC History No change 11,100 674 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 13, 2026
FOCUS Wealth Advisors, LLC History No change 10,920 668 0.31% 0.31% 298 0 0.0% Q2 2026 Jul 07, 2026
Maridea Wealth Management LLC History No change 10,866 665 0.07% 0.07% 299 0 0.0% Q2 2026 Aug 06, 2026
Keystone Financial Group History No change 10,760 658 0.04% 0.04% 300 0 0.0% Q2 2026 Jul 29, 2026