Invesco S&P International Developed Low Volatility ETF(IDLV)

$36.24—Stale · unknown old

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Invesco S&P International Developed Low Volatility ETF(IDLV)

NYSE • Last print unknown ago

$36.24—Stale · unknown old

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IDLV(IDLV)

IDLV

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 151 Institutional Holders

Holder	Shares	Date	Change	% Held
Bank of New York Mellon Corp	1.53M	Jun 30, 26	+15.06K	16.42%
Creative Planning	621.18K	Jun 30, 26	-5.25K	6.67%
Whitaker-Myers Wealth Managers, LTD.	511.11K	Jun 30, 26	+56.76K	5.49%
SEI INVESTMENTS CO	478.04K	Jun 30, 26	-17.90K	5.13%
ROYAL BANK OF CANADA	378.93K	Jun 30, 26	+29.00K	4.07%
RAYMOND JAMES FINANCIAL INC	320.62K	Jun 30, 26	+8.24K	3.44%
Resources Investment Advisors, LLC.	308.94K	Jun 30, 26	+308.94K	3.32%
BANK OF AMERICA CORP /DE/	221.00K	Jun 30, 26	+87.35K	2.37%
AMERIPRISE FINANCIAL INC	220.49K	Jun 30, 26	-188.43K	2.37%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	220.00K	Jun 30, 26	-55.72K	2.36%
Heck Capital Advisors, LLC	212.52K	Jun 30, 26	+2.66K	2.28%
MORGAN STANLEY	212.28K	Jun 30, 26	-218.59K	2.28%
Bell Investment Advisors, Inc	184.74K	Jun 30, 26	-18.16K	1.98%
Johnson & White Wealth Management, LLC	162.53K	Jun 30, 26	-5.08K	1.75%
LPL Financial LLC	117.90K	Jun 30, 26	-156.56K	1.27%
PNC FINANCIAL SERVICES GROUP, INC.	97.23K	Jun 30, 26	+7.99K	1.04%
Armbruster Capital Management, Inc.	96.90K	Jun 30, 26	-4.30K	1.04%
ENVESTNET ASSET MANAGEMENT INC	91.30K	Jun 30, 26	+4.50K	0.98%
UMB Bank, n.a.	82.63K	Jun 30, 26	-54.59K	0.89%
Cetera Investment Advisers	72.21K	Jun 30, 26	-4.87K	0.78%
JANE STREET GROUP, LLC	66.66K	Jun 30, 26	+51.59K	0.72%
CFG Wealth Management Services, Inc.	63.90K	Jun 30, 26	--	0.69%
UBS Group AG	63.02K	Jun 30, 26	-29.07K	0.68%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	55.61K	Jun 30, 26	-4.69K	0.60%
Decker Retirement Planning Inc.	52.85K	Jun 30, 26	+10.39K	0.57%
JONES FINANCIAL COMPANIES LLLP	39.88K	Jun 30, 26	+7.27K	0.43%
WILEY BROS.-AINTREE CAPITAL, LLC	39.46K	Jun 30, 26	-1.96K	0.42%
EP Wealth Advisors, LLC	38.24K	Jun 30, 26	+38.24K	0.41%
COMMONWEALTH EQUITY SERVICES, LLC	37.18K	Jun 30, 26	+233	0.40%
Cambridge Investment Research Advisors, Inc.	36.83K	Jun 30, 26	+2.76K	0.40%
Merit Financial Group, LLC	33.32K	Jun 30, 26	+581	0.36%
WELLS FARGO & COMPANY/MN	27.74K	Jun 30, 26	-8.86K	0.30%
Betterment LLC	26.82K	Jun 30, 26	+6.74K	0.29%
AQR CAPITAL MANAGEMENT LLC	25.84K	Jun 30, 26	+658	0.28%
FMR LLC	24.95K	Jun 30, 26	-122	0.27%
ADVISOR GROUP HOLDINGS, INC.	24.43K	Jun 30, 26	+2.05K	0.26%
Sequoia Financial Advisors, LLC	24.34K	Jun 30, 26	+140	0.26%
NewEdge Advisors, LLC	23.73K	Jun 30, 26	+22.10K	0.25%
WealthBridge Capital Management, LLC	22.48K	Jun 30, 26	+1.27K	0.24%
IEQ CAPITAL, LLC	22.42K	Jun 30, 26	-102.42K	0.24%
UBS ASSET MANAGEMENT AMERICAS INC	19.13K	Jun 30, 26	--	0.21%
Kestra Advisory Services, LLC	18.64K	Jun 30, 26	-48	0.20%
Rockefeller Capital Management L.P.	15.93K	Jun 30, 26	-902	0.17%
CITADEL ADVISORS LLC	15.85K	Jun 30, 26	+4.16K	0.17%
FLOW TRADERS U.S. LLC	14.89K	Jun 30, 26	+14.89K	0.16%
Prospera Financial Services Inc	14.56K	Jun 30, 26	-1.51K	0.16%
McNaughton Wealth Management, LLC	13.62K	Jun 30, 26	--	0.15%
Ausdal Financial Partners, Inc.	13.37K	Jun 30, 26	+1.12K	0.14%
PFG Advisors	13.33K	Jun 30, 26	-297.78K	0.14%
BROWN WEALTH MANAGEMENT, LLC	12.43K	Jun 30, 26	--	0.13%
ACCREDITED INVESTOR SERVICES, LLC	12.08K	Jun 30, 26	--	0.13%
CITIGROUP INC	11.14K	Jun 30, 26	-242	0.12%
Janney Montgomery Scott LLC	11.13K	Jun 30, 26	-83	0.12%
Equitable Holdings, Inc.	11.07K	Jun 30, 26	+4.90K	0.12%
TD Waterhouse Canada Inc.	11.02K	Jun 30, 26	--	0.12%
Steel Peak Wealth Management LLC	10.77K	Jun 30, 26	-1.11K	0.12%
Wagner Wealth Management, LLC	10.48K	Jun 30, 26	-209	0.11%
HighPoint Advisor Group LLC	10.30K	Jun 30, 26	+10.30K	0.11%
Ridgewood Investments LLC	9.88K	Jun 30, 26	-1.07K	0.11%
Private Advisor Group, LLC	8.62K	Jun 30, 26	-78	0.09%
FIFTH THIRD SECURITIES, INC.	8.10K	Jun 30, 26	--	0.09%
Richmond Investment Services, LLC	7.39K	Jun 30, 26	-8.19K	0.08%
Delta Wealth Advisors LLC	7.06K	Jun 30, 26	+421	0.08%
Mariner, LLC	7.04K	Jun 30, 26	-935	0.08%
MML INVESTORS SERVICES, LLC	6.49K	Jun 30, 26	+6.49K	0.07%
GHP Investment Advisors, Inc.	6.26K	Jun 30, 26	+39	0.07%
Sovereign Financial Group, Inc.	6.18K	Jun 30, 26	--	0.07%
HRT FINANCIAL LP	6.06K	Jun 30, 26	-25.07K	0.07%
HARBOUR INVESTMENTS, INC.	5.39K	Jun 30, 26	+1	0.06%
COMPASS FINANCIAL MANAGEMENT LLC	3.65K	Jun 30, 26	+3.65K	0.04%
Geneos Wealth Management Inc.	3.60K	Jun 30, 26	+1.80K	0.04%
Capital Investment Advisory Services, LLC	3.12K	Jun 30, 26	+11	0.03%
MERCER GLOBAL ADVISORS INC /ADV	2.89K	Jun 30, 26	+2.89K	0.03%
ASSETMARK, INC	2.56K	Jun 30, 26	--	0.03%
Main Street Group, LTD	2.24K	Jun 30, 26	+50	0.02%
BANK OF MONTREAL /CAN/	2.10K	Jun 30, 26	--	0.02%
BlackRock, Inc.	1.85K	Jun 30, 26	+1.85K	0.02%
Front Row Advisors LLC	1.46K	Jun 30, 26	--	0.02%
WPG Advisers, LLC	1.15K	Jun 30, 26	-443	0.01%
FIFTH THIRD BANCORP	1.07K	Jun 30, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	945	Jun 30, 26	--	0.01%
VANGUARD ADVISERS INC	932	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	735	Jun 30, 26	+735	0.01%
JPMORGAN CHASE & CO	564	Jun 30, 26	--	0.01%
IFG Advisory, LLC	498	Jun 30, 26	+498	0.01%
Integrated Wealth Concepts LLC	458	Jun 30, 26	+458	0.00%
Aptus Capital Advisors, LLC	381	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	338	Jun 30, 26	+138	0.00%
Aventura Private Wealth, LLC	322	Jun 30, 26	+5	0.00%
US BANCORP \DE\	318	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	310	Jun 30, 26	+4	0.00%
Russell Investments Group, Ltd.	300	Jun 30, 26	+300	0.00%
DHJJ Financial Advisors, Ltd.	271	Jun 30, 26	-26	0.00%
Orion Capital Management LLC	250	Jun 30, 26	-434	0.00%
Silver Grove Financial Group, Inc.	248	Jun 30, 26	--	0.00%
Archer Investment Corp	244	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	209	Jun 30, 26	-171	0.00%
Rossby Financial, LCC	208	Jun 30, 26	-6	0.00%
AE Wealth Management LLC	206	Jun 30, 26	+88	0.00%
TOTH FINANCIAL ADVISORY CORP	150	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	96	Jun 30, 26	+1	0.00%
IFP Advisors, Inc	77	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	66	Jun 30, 26	+1	0.00%
CoreCap Advisors, LLC	52	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	12	Jun 30, 26	+12	0.00%
Spurstone Advisory Services, LLC	1	Jun 30, 26	+1	0.00%
Tower Research Capital LLC (TRC)	1	Jun 30, 26	--	0.00%
MAI Capital Management	--	Jun 30, 26	-3.62K	--
MCF Advisors LLC	--	Jun 30, 26	-11	--
HIGHLINE WEALTH PARTNERS LLC	--	Jun 30, 26	-12.98K	--
Allworth Financial LP	--	Jun 30, 26	-1.30K	--
Transamerica Financial Advisors, Inc.	--	Jun 30, 26	-79	--
Advisory Services Network, LLC	--	Jun 30, 26	-100	--
Lunt Capital Management, Inc.	--	Jun 30, 26	-50.06K	--
Arkadios Wealth Advisors	--	Jun 30, 26	-11.15K	--
CULLEN/FROST BANKERS, INC.	--	Jun 30, 26	-333	--
Abound Wealth Management	--	Jun 30, 26	-178	--
CWM, LLC	2.72K	Mar 31, 26	-630	0.03%
Sunbelt Securities, Inc.	109	Mar 31, 26	+1	0.00%
COMERICA BANK	1.07K	Dec 31, 25	-4	0.01%
Binnacle Investments Inc	33	Sep 30, 25	--	0.00%
Burt Wealth Advisors	--	Sep 30, 25	-641.63K	--
AVANTAX ADVISORY SERVICES, INC.	45.48K	Jun 30, 25	+982	0.49%
Congress Wealth Management LLC / DE /	37.03K	Jun 30, 25	-22.01K	0.40%
HTLF Bank	283.68K	Dec 31, 24	-6.13K	3.05%
Raymond James Financial Services Advisors, Inc.	88.62K	Sep 30, 24	+4.98K	0.95%
RAYMOND JAMES & ASSOCIATES	12.16K	Sep 30, 24	-2.82K	0.13%
EMFO, LLC	3.66K	Jun 30, 24	--	0.04%
Cetera Advisors LLC	14.45K	Mar 31, 24	+14.45K	0.16%
DUBUQUE BANK & TRUST CO	250.48K	Sep 30, 23	+19.19K	2.69%
PFS INVESTMENTS INC.	968.13K	Jun 30, 23	-813	10.40%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-270	--
American Portfolios Advisors	1.27K	Sep 30, 22	--	0.01%
Spearhead Capital Advisors, LLC	--	Sep 30, 22	-8.10K	--
Claremont Financial Group, Inc.	--	Mar 31, 22	-1.11K	--
JD Financial Services Inc.	11.93K	Dec 31, 21	-27.84K	0.13%
NEXT Financial Group, Inc	262	Dec 31, 21	-2.88K	0.00%
Carroll Financial Associates, Inc.	259	Dec 31, 21	-142	0.00%
QS Investors, LLC	--	Jun 30, 21	-320.36K	--
OLD MISSION CAPITAL, LLC	140.04K	Dec 31, 20	+140.04K	1.50%
Reby Advisors, LLC	2.62K	Dec 31, 20	+2.62K	0.03%
Winslow, Evans & Crocker, Inc.	248	Dec 31, 20	+248	0.00%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	--	Sep 30, 20	-21.20K	--
IBERIABANK CORP	8.08K	Jun 30, 20	--	0.09%
FIDUCIARY TRUST INTERNATIONAL LLC	--	Jun 30, 20	-12.50K	--
Advisor Group, Inc.	201.40K	Dec 31, 19	+45.25K	2.16%
LADENBURG THALMANN FINANCIAL SERVICES INC.	107.48K	Dec 31, 19	-47.46K	1.15%
BOSTON ADVISORS LLC	259.54K	Sep 30, 19	+259.54K	2.79%
MADRONA FUNDS, LLC	91.45K	Sep 30, 19	+91.45K	0.98%
BB&T SECURITIES, LLC	5.99K	Sep 30, 19	+5.99K	0.06%
NEXT Financial Holdings	14.70K	Mar 31, 19	+14.70K	0.16%

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Holder

Date

Change

% Held

Bank of New York Mellon Corp

1.53M

Jun 30, 26

+15.06K

16.42%

Creative Planning

621.18K

Jun 30, 26

-5.25K

6.67%

Whitaker-Myers Wealth Managers, LTD.

511.11K

Jun 30, 26

+56.76K

5.49%

SEI INVESTMENTS CO

478.04K

Jun 30, 26

-17.90K

5.13%

ROYAL BANK OF CANADA

378.93K

Jun 30, 26

+29.00K

4.07%

RAYMOND JAMES FINANCIAL INC

320.62K

Jun 30, 26

+8.24K

3.44%

Resources Investment Advisors, LLC.

308.94K

Jun 30, 26

+308.94K

3.32%

BANK OF AMERICA CORP /DE/

221.00K

Jun 30, 26

+87.35K

2.37%

AMERIPRISE FINANCIAL INC

220.49K

Jun 30, 26

-188.43K

2.37%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

220.00K

Jun 30, 26

-55.72K

2.36%

Heck Capital Advisors, LLC

212.52K

Jun 30, 26

+2.66K

2.28%

MORGAN STANLEY

212.28K

Jun 30, 26

-218.59K

2.28%

Bell Investment Advisors, Inc

184.74K

Jun 30, 26

-18.16K

1.98%

Johnson & White Wealth Management, LLC

162.53K

Jun 30, 26

-5.08K

1.75%

LPL Financial LLC

117.90K

Jun 30, 26

-156.56K

1.27%

PNC FINANCIAL SERVICES GROUP, INC.

97.23K

Jun 30, 26

+7.99K

1.04%

Armbruster Capital Management, Inc.

96.90K

Jun 30, 26

-4.30K

1.04%

ENVESTNET ASSET MANAGEMENT INC

91.30K

Jun 30, 26

+4.50K

0.98%

UMB Bank, n.a.

82.63K

Jun 30, 26

-54.59K

0.89%

Cetera Investment Advisers

72.21K

Jun 30, 26

-4.87K

0.78%

JANE STREET GROUP, LLC

66.66K

Jun 30, 26

+51.59K

0.72%

CFG Wealth Management Services, Inc.

63.90K

Jun 30, 26

0.69%

UBS Group AG

63.02K

Jun 30, 26

-29.07K

0.68%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

55.61K

Jun 30, 26

-4.69K

0.60%

Decker Retirement Planning Inc.

52.85K

Jun 30, 26

+10.39K

0.57%

JONES FINANCIAL COMPANIES LLLP

39.88K

Jun 30, 26

+7.27K

0.43%

WILEY BROS.-AINTREE CAPITAL, LLC

39.46K

Jun 30, 26

-1.96K

0.42%

EP Wealth Advisors, LLC

38.24K

Jun 30, 26

+38.24K

0.41%

COMMONWEALTH EQUITY SERVICES, LLC

37.18K

Jun 30, 26

+233

0.40%

Cambridge Investment Research Advisors, Inc.

36.83K

Jun 30, 26

+2.76K

0.40%

Merit Financial Group, LLC

33.32K

Jun 30, 26

+581

0.36%

WELLS FARGO & COMPANY/MN

27.74K

Jun 30, 26

-8.86K

0.30%

Betterment LLC

26.82K

Jun 30, 26

+6.74K

0.29%

AQR CAPITAL MANAGEMENT LLC

25.84K

Jun 30, 26

+658

0.28%

FMR LLC

24.95K

Jun 30, 26

-122

0.27%

ADVISOR GROUP HOLDINGS, INC.

24.43K

Jun 30, 26

+2.05K

0.26%

Sequoia Financial Advisors, LLC

24.34K

Jun 30, 26

+140

0.26%

NewEdge Advisors, LLC

23.73K

Jun 30, 26

+22.10K

0.25%

WealthBridge Capital Management, LLC

22.48K

Jun 30, 26

+1.27K

0.24%

IEQ CAPITAL, LLC

22.42K

Jun 30, 26

-102.42K

0.24%

UBS ASSET MANAGEMENT AMERICAS INC

19.13K

Jun 30, 26

0.21%

Kestra Advisory Services, LLC

18.64K

Jun 30, 26

-48

0.20%

Rockefeller Capital Management L.P.

15.93K

Jun 30, 26

-902

0.17%

CITADEL ADVISORS LLC

15.85K

Jun 30, 26

+4.16K

0.17%

FLOW TRADERS U.S. LLC

14.89K

Jun 30, 26

+14.89K

0.16%

Prospera Financial Services Inc

14.56K

Jun 30, 26

-1.51K

0.16%

McNaughton Wealth Management, LLC

13.62K

Jun 30, 26

0.15%

Ausdal Financial Partners, Inc.

13.37K

Jun 30, 26

+1.12K

0.14%

PFG Advisors

13.33K

Jun 30, 26

-297.78K

0.14%

BROWN WEALTH MANAGEMENT, LLC

12.43K

Jun 30, 26

0.13%

ACCREDITED INVESTOR SERVICES, LLC

12.08K

Jun 30, 26

0.13%

CITIGROUP INC

11.14K

Jun 30, 26

-242

0.12%

Janney Montgomery Scott LLC

11.13K

Jun 30, 26

-83

0.12%

Equitable Holdings, Inc.

11.07K

Jun 30, 26

+4.90K

0.12%

TD Waterhouse Canada Inc.

11.02K

Jun 30, 26

0.12%

Steel Peak Wealth Management LLC

10.77K

Jun 30, 26

-1.11K

0.12%

Wagner Wealth Management, LLC

10.48K

Jun 30, 26

-209

0.11%

HighPoint Advisor Group LLC

10.30K

Jun 30, 26

+10.30K

0.11%

Ridgewood Investments LLC

9.88K

Jun 30, 26

-1.07K

0.11%

Private Advisor Group, LLC

8.62K

Jun 30, 26

-78

0.09%

FIFTH THIRD SECURITIES, INC.

8.10K

Jun 30, 26

0.09%

Richmond Investment Services, LLC

7.39K

Jun 30, 26

-8.19K

0.08%

Delta Wealth Advisors LLC

7.06K

Jun 30, 26

+421

0.08%

Mariner, LLC

7.04K

Jun 30, 26

-935

0.08%

MML INVESTORS SERVICES, LLC

6.49K

Jun 30, 26

+6.49K

0.07%

GHP Investment Advisors, Inc.

6.26K

Jun 30, 26

+39

0.07%

Sovereign Financial Group, Inc.

6.18K

Jun 30, 26

0.07%

HRT FINANCIAL LP

6.06K

Jun 30, 26

-25.07K

0.07%

HARBOUR INVESTMENTS, INC.

5.39K

Jun 30, 26

0.06%

COMPASS FINANCIAL MANAGEMENT LLC

3.65K

Jun 30, 26

+3.65K

0.04%

Geneos Wealth Management Inc.

3.60K

Jun 30, 26

+1.80K

0.04%

Capital Investment Advisory Services, LLC

3.12K

Jun 30, 26

+11

0.03%

MERCER GLOBAL ADVISORS INC /ADV

2.89K

Jun 30, 26

+2.89K

0.03%

ASSETMARK, INC

2.56K

Jun 30, 26

0.03%

Main Street Group, LTD

2.24K

Jun 30, 26

+50

0.02%

BANK OF MONTREAL /CAN/

2.10K

Jun 30, 26

0.02%

BlackRock, Inc.

1.85K

Jun 30, 26

+1.85K

0.02%

Front Row Advisors LLC

1.46K

Jun 30, 26

0.02%

WPG Advisers, LLC

1.15K

Jun 30, 26

-443

0.01%

FIFTH THIRD BANCORP

1.07K

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

945

Jun 30, 26

0.01%

VANGUARD ADVISERS INC

932

Jun 30, 26

0.01%

Global Retirement Partners, LLC

735

Jun 30, 26

+735

0.01%

JPMORGAN CHASE & CO

564

Jun 30, 26

0.01%

IFG Advisory, LLC

498

Jun 30, 26

+498

0.01%

Integrated Wealth Concepts LLC

458

Jun 30, 26

+458

0.00%

Aptus Capital Advisors, LLC

381

Jun 30, 26

0.00%

Synergy Investment Management, LLC

338

Jun 30, 26

+138

0.00%

Aventura Private Wealth, LLC

322

Jun 30, 26

0.00%

US BANCORP \DE\

318

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

310

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

300

Jun 30, 26

+300

0.00%

DHJJ Financial Advisors, Ltd.

271

Jun 30, 26

-26

0.00%

Orion Capital Management LLC

250

Jun 30, 26

-434

0.00%

Silver Grove Financial Group, Inc.

248

Jun 30, 26

0.00%

Archer Investment Corp

244

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

209

Jun 30, 26

-171

0.00%

Rossby Financial, LCC

208

Jun 30, 26

-6

0.00%

AE Wealth Management LLC

206

Jun 30, 26

+88

0.00%

TOTH FINANCIAL ADVISORY CORP

150

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

Jun 30, 26

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+12

0.00%

Spurstone Advisory Services, LLC

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

0.00%

MAI Capital Management

Jun 30, 26

-3.62K

MCF Advisors LLC

Jun 30, 26

-11

HIGHLINE WEALTH PARTNERS LLC

Jun 30, 26

-12.98K

Allworth Financial LP

Jun 30, 26

-1.30K

Transamerica Financial Advisors, Inc.

Jun 30, 26

-79

Advisory Services Network, LLC

Jun 30, 26

-100

Lunt Capital Management, Inc.

Jun 30, 26

-50.06K

Arkadios Wealth Advisors

Jun 30, 26

-11.15K

CULLEN/FROST BANKERS, INC.

Jun 30, 26

-333

Abound Wealth Management

Jun 30, 26

-178

CWM, LLC

2.72K

Mar 31, 26

-630

0.03%

Sunbelt Securities, Inc.

109

Mar 31, 26

0.00%

COMERICA BANK

1.07K

Dec 31, 25

-4

0.01%

Binnacle Investments Inc

Sep 30, 25

0.00%

Burt Wealth Advisors

Sep 30, 25

-641.63K

AVANTAX ADVISORY SERVICES, INC.

45.48K

Jun 30, 25

+982

0.49%

Congress Wealth Management LLC / DE /

37.03K

Jun 30, 25

-22.01K

0.40%

HTLF Bank

283.68K

Dec 31, 24

-6.13K

3.05%

Raymond James Financial Services Advisors, Inc.

88.62K

Sep 30, 24

+4.98K

0.95%

RAYMOND JAMES & ASSOCIATES

12.16K

Sep 30, 24

-2.82K

0.13%

EMFO, LLC

3.66K

Jun 30, 24

0.04%

Cetera Advisors LLC

14.45K

Mar 31, 24

+14.45K

0.16%

DUBUQUE BANK & TRUST CO

250.48K

Sep 30, 23

+19.19K

2.69%

PFS INVESTMENTS INC.

968.13K

Jun 30, 23

-813

10.40%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-270

American Portfolios Advisors

1.27K

Sep 30, 22

0.01%

Spearhead Capital Advisors, LLC

Sep 30, 22

-8.10K

Claremont Financial Group, Inc.

Mar 31, 22

-1.11K

JD Financial Services Inc.

11.93K

Dec 31, 21

-27.84K

0.13%

NEXT Financial Group, Inc

262

Dec 31, 21

-2.88K

0.00%

Carroll Financial Associates, Inc.

259

Dec 31, 21

-142

0.00%

QS Investors, LLC

Jun 30, 21

-320.36K

OLD MISSION CAPITAL, LLC

140.04K

Dec 31, 20

+140.04K

1.50%

Reby Advisors, LLC

2.62K

Dec 31, 20

+2.62K

0.03%

Winslow, Evans & Crocker, Inc.

248

Dec 31, 20

+248

0.00%

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

Sep 30, 20

-21.20K

IBERIABANK CORP

8.08K

Jun 30, 20

0.09%

FIDUCIARY TRUST INTERNATIONAL LLC

Jun 30, 20

-12.50K

Advisor Group, Inc.

201.40K

Dec 31, 19

+45.25K

2.16%

LADENBURG THALMANN FINANCIAL SERVICES INC.

107.48K

Dec 31, 19

-47.46K

1.15%

BOSTON ADVISORS LLC

259.54K

Sep 30, 19

+259.54K

2.79%

MADRONA FUNDS, LLC

91.45K

Sep 30, 19

+91.45K

0.98%

BB&T SECURITIES, LLC

5.99K

Sep 30, 19

+5.99K

0.06%

NEXT Financial Holdings

14.70K

Mar 31, 19

+14.70K

0.16%