Invesco AI and Next Gen Software ETF(IGPT)

$91.34—Stale · unknown old

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Invesco AI and Next Gen Software ETF(IGPT)

NYSE • Last print unknown ago

$91.34—Stale · unknown old

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IGPT(IGPT)

IGPT

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

Institutional Ownership

Top 238 Institutional Holders

Holder	Shares	Date	Change	% Held
UBS Group AG	675.13K	Jun 30, 26	-6.38K	7.83%
MORGAN STANLEY	568.27K	Jun 30, 26	+119.11K	6.59%
HighTower Advisors, LLC	529.13K	Jun 30, 26	+239.58K	6.14%
LPL Financial LLC	516.83K	Jun 30, 26	+58.07K	5.99%
AMERIPRISE FINANCIAL INC	275.39K	Jun 30, 26	-20.52K	3.19%
Berkshire Money Management, Inc.	224.34K	Jun 30, 26	-10.21K	2.60%
BANK OF AMERICA CORP /DE/	163.49K	Jun 30, 26	+9.74K	1.90%
JONES FINANCIAL COMPANIES LLLP	156.99K	Jun 30, 26	+40.09K	1.82%
RAYMOND JAMES FINANCIAL INC	149.87K	Jun 30, 26	+56.04K	1.74%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	147.34K	Jun 30, 26	+147.34K	1.71%
ADVISOR GROUP HOLDINGS, INC.	129.97K	Jun 30, 26	+18.88K	1.51%
ROYAL BANK OF CANADA	101.15K	Jun 30, 26	-16.01K	1.17%
Cetera Investment Advisers	79.32K	Jun 30, 26	+5.38K	0.92%
StoneCrest Wealth Management, Inc.	68.26K	Jun 30, 26	+68.26K	0.79%
Private Advisor Group, LLC	59.43K	Jun 30, 26	+36.96K	0.69%
Cambridge Investment Research Advisors, Inc.	53.78K	Jun 30, 26	+9.59K	0.62%
MARSHALL WACE, LLP	47.36K	Jun 30, 26	+47.36K	0.55%
CI Private Wealth, LLC	39.17K	Jun 30, 26	+7.16K	0.45%
FLOW TRADERS U.S. LLC	36.89K	Jun 30, 26	+11.53K	0.43%
Kingsview Wealth Management, LLC	33.60K	Jun 30, 26	+7.48K	0.39%
Clear Creek Financial Management, LLC	32.40K	Jun 30, 26	+1.65K	0.38%
Opus Capital Group, LLC	31.65K	Jun 30, 26	--	0.37%
KESTRA PRIVATE WEALTH SERVICES, LLC	30.04K	Jun 30, 26	-8.77K	0.35%
ENVESTNET ASSET MANAGEMENT INC	26.66K	Jun 30, 26	+11.38K	0.31%
Indie Asset Partners, LLC	25.87K	Jun 30, 26	+263	0.30%
STIFEL FINANCIAL CORP	24.07K	Jun 30, 26	+3.57K	0.28%
Bay Capital Advisors, LLC	21.75K	Jun 30, 26	-159	0.25%
COMMONWEALTH EQUITY SERVICES, LLC	21.13K	Jun 30, 26	+1.88K	0.25%
Dynamic Advisor Solutions LLC	20.92K	Jun 30, 26	-1.93K	0.24%
M Holdings Securities, Inc.	18.17K	Jun 30, 26	+706	0.21%
Quantinno Capital Management LP	16.52K	Jun 30, 26	+5.96K	0.19%
Bawa N Mallick Trust	16.50K	Jun 30, 26	+1.50K	0.19%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	15.99K	Jun 30, 26	+5.48K	0.19%
Soltis Investment Advisors LLC	15.75K	Jun 30, 26	+11.82K	0.18%
MML INVESTORS SERVICES, LLC	15.70K	Jun 30, 26	+2.81K	0.18%
Nilsine Partners, LLC	15.23K	Jun 30, 26	+15.23K	0.18%
Principle Wealth Partners LLC	14.80K	Jun 30, 26	+14.80K	0.17%
HSBC HOLDINGS PLC	13.60K	Jun 30, 26	--	0.16%
EP Wealth Advisors, LLC	13.48K	Jun 30, 26	-35	0.16%
TRUIST FINANCIAL CORP	13.05K	Jun 30, 26	+653	0.15%
CoreCap Advisors, LLC	12.67K	Jun 30, 26	-7	0.15%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	12.37K	Jun 30, 26	+12.37K	0.14%
INDEPENDENT FINANCIAL GROUP, LLC	12.20K	Jun 30, 26	+8.29K	0.14%
RFG - Bristol Wealth Advisors, LLC	11.39K	Jun 30, 26	-394	0.13%
Rockefeller Capital Management L.P.	11.39K	Jun 30, 26	+1.09K	0.13%
Cresset Asset Management, LLC	10.87K	Jun 30, 26	--	0.13%
FLAGSHIP HARBOR ADVISORS, LLC	10.54K	Jun 30, 26	+194	0.12%
CIBC Bancorp USA Inc.	10.50K	Jun 30, 26	--	0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	10.09K	Jun 30, 26	+21	0.12%
Creative Planning	9.53K	Jun 30, 26	+1.43K	0.11%
CAPTRUST FINANCIAL ADVISORS	9.41K	Jun 30, 26	-8	0.11%
PACIFIC SUN FINANCIAL CORP	9.21K	Jun 30, 26	-65	0.11%
Brookwood Investment Group LLC	8.77K	Jun 30, 26	-1.28K	0.10%
Mutual Advisors, LLC	8.75K	Jun 30, 26	+8.75K	0.10%
Aspen Investment Management Inc	8.61K	Jun 30, 26	+845	0.10%
AQR CAPITAL MANAGEMENT LLC	8.16K	Jun 30, 26	+8.16K	0.09%
Concurrent Investment Advisors, LLC	8.07K	Jun 30, 26	+3.87K	0.09%
FIFTH THIRD BANCORP	7.87K	Jun 30, 26	+22	0.09%
OPPENHEIMER & CO INC	7.78K	Jun 30, 26	-3	0.09%
Diversified Enterprises, LLC	7.61K	Jun 30, 26	-16	0.09%
GTS SECURITIES LLC	7.49K	Jun 30, 26	+7.49K	0.09%
THOMPSON DAVIS & CO., INC.	7.47K	Jun 30, 26	+7.47K	0.09%
Hennion & Walsh Asset Management, Inc.	7.38K	Jun 30, 26	+7.38K	0.09%
Sandy Cove Advisors, LLC	7.05K	Jun 30, 26	--	0.08%
SeaCrest Wealth Management, LLC	7.04K	Jun 30, 26	+877	0.08%
Wealthcare Advisory Partners LLC	6.61K	Jun 30, 26	+108	0.08%
Rubicon Advisors, GP	6.51K	Jun 30, 26	+260	0.08%
Kestra Advisory Services, LLC	6.49K	Jun 30, 26	+497	0.08%
HOWARD FINANCIAL SERVICES, LTD.	6.38K	Jun 30, 26	+6.38K	0.07%
Equitable Holdings, Inc.	6.14K	Jun 30, 26	+6.14K	0.07%
Proficio Capital Partners LLC	6.00K	Jun 30, 26	--	0.07%
Greenspring Advisors, LLC	5.70K	Jun 30, 26	--	0.07%
PARK AVENUE SECURITIES LLC	5.33K	Jun 30, 26	+241	0.06%
FOUNDERS FINANCIAL SECURITIES LLC	5.30K	Jun 30, 26	+1.40K	0.06%
Prospera Financial Services Inc	5.29K	Jun 30, 26	+5.29K	0.06%
Wealthspire Advisors, LLC	5.29K	Jun 30, 26	-200	0.06%
Mariner, LLC	5.26K	Jun 30, 26	-36.27K	0.06%
NewEdge Advisors, LLC	5.15K	Jun 30, 26	+4.66K	0.06%
AtlasMark Financial, Inc	5.12K	Jun 30, 26	+45	0.06%
NOVEM GROUP	4.85K	Jun 30, 26	+892	0.06%
Sovran Advisors, LLC	4.73K	Jun 30, 26	+101	0.05%
Colony Group, LLC	4.52K	Jun 30, 26	+384	0.05%
Focus Financial Network, Inc.	4.48K	Jun 30, 26	+350	0.05%
FMR LLC	4.46K	Jun 30, 26	+434	0.05%
Belpointe Asset Management LLC	4.41K	Jun 30, 26	+4.41K	0.05%
FLPUTNAM INVESTMENT MANAGEMENT CO	4.35K	Jun 30, 26	--	0.05%
Collier Financial	4.29K	Jun 30, 26	-73	0.05%
Acorn Wealth Advisors, LLC	4.28K	Jun 30, 26	+4.28K	0.05%
National Wealth Management Group, LLC	4.18K	Jun 30, 26	+4.18K	0.05%
Cerity Partners LLC	4.12K	Jun 30, 26	+155	0.05%
Allen Mooney & Barnes Investment Advisors LLC	4.05K	Jun 30, 26	+4.05K	0.05%
Wellington Shields & Co., LLC	4.00K	Jun 30, 26	+4.00K	0.05%
LRI Investments, LLC	3.85K	Jun 30, 26	--	0.04%
WBH ADVISORY INC	3.80K	Jun 30, 26	--	0.04%
NewEdge Wealth, LLC	3.78K	Jun 30, 26	--	0.04%
JANE STREET GROUP, LLC	3.75K	Jun 30, 26	-39.46K	0.04%
Fortune Financial Group, Inc.	3.72K	Jun 30, 26	--	0.04%
MinichMacGregor Wealth Management, LLC	3.63K	Jun 30, 26	+3.63K	0.04%
Sigma Planning Corp	3.63K	Jun 30, 26	+3.63K	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	3.54K	Jun 30, 26	--	0.04%
PFG Investments, LLC	3.44K	Jun 30, 26	+3.44K	0.04%
Lido Advisors, LLC	3.26K	Jun 30, 26	+3.26K	0.04%
HARBOUR INVESTMENTS, INC.	3.26K	Jun 30, 26	+10	0.04%
Resources Investment Advisors, LLC.	3.24K	Jun 30, 26	-232	0.04%
AE Wealth Management LLC	3.17K	Jun 30, 26	+88	0.04%
Western Wealth Management, LLC	3.14K	Jun 30, 26	-76	0.04%
TRITONPOINT WEALTH, LLC	3.10K	Jun 30, 26	-376	0.04%
TritonPoint Partners, LLC	3.10K	Jun 30, 26	+3.10K	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	3.02K	Jun 30, 26	+3.02K	0.03%
GLENMEDE TRUST CO NA	3.00K	Jun 30, 26	--	0.03%
Sound Income Strategies, LLC	3.00K	Jun 30, 26	-57	0.03%
DAVENPORT & Co LLC	2.94K	Jun 30, 26	+2.94K	0.03%
Bank of New York Mellon Corp	2.90K	Jun 30, 26	+2.90K	0.03%
Procyon Advisors, LLC	2.88K	Jun 30, 26	+2.88K	0.03%
GWN SECURITIES INC.	2.84K	Jun 30, 26	+2.84K	0.03%
Neuberger Berman Group LLC	2.75K	Jun 30, 26	+2.75K	0.03%
Pathstone Holdings, LLC	2.71K	Jun 30, 26	+2.71K	0.03%
AXXCESS WEALTH MANAGEMENT, LLC	2.70K	Jun 30, 26	+2.70K	0.03%
Beacon Pointe Advisors, LLC	2.69K	Jun 30, 26	+2.69K	0.03%
Janney Montgomery Scott LLC	2.66K	Jun 30, 26	+2.66K	0.03%
Berbice Capital Management LLC	2.62K	Jun 30, 26	+2.62K	0.03%
Triton Wealth Management, PLLC	2.57K	Jun 30, 26	+2.57K	0.03%
Lauterbach Financial Advisors, LLC	2.52K	Jun 30, 26	+2.52K	0.03%
WEDBUSH SECURITIES INC	2.51K	Jun 30, 26	+2.51K	0.03%
IHT Wealth Management, LLC	2.51K	Jun 30, 26	+2.51K	0.03%
Sanctuary Advisors, LLC	2.46K	Jun 30, 26	+2.46K	0.03%
Grant Private Wealth Management Inc	2.46K	Jun 30, 26	+2.46K	0.03%
Cyndeo Wealth Partners, LLC	2.41K	Jun 30, 26	+2.41K	0.03%
Cornerstone Wealth Management, LLC	2.40K	Jun 30, 26	+2.40K	0.03%
CAPITAL ADVISORS INC/OK	2.40K	Jun 30, 26	+2.40K	0.03%
Sherman Wealth Management LLC	2.30K	Jun 30, 26	+2.30K	0.03%
Stratos Wealth Partners, LTD.	2.21K	Jun 30, 26	+2.21K	0.03%
Western Financial Corp/CA	2.21K	Jun 30, 26	+2.21K	0.03%
Dale Q Rice Investment Management Ltd	2.19K	Jun 30, 26	+2.19K	0.03%
United Advisor Group, LLC	2.05K	Jun 30, 26	+2.05K	0.02%
Steward Partners Investment Advisory, LLC	2.04K	Jun 30, 26	--	0.02%
Regatta Research & Money Management	2.01K	Jun 30, 26	+2.01K	0.02%
MSH Capital Advisors LLC	1.98K	Jun 30, 26	+1.98K	0.02%
Signature Equity Partners, LLC	1.90K	Jun 30, 26	-85	0.02%
Founders Financial Alliance, LLC	1.80K	Jun 30, 26	--	0.02%
CENTAURUS FINANCIAL, INC.	1.78K	Jun 30, 26	+1.78K	0.02%
BANK OF MONTREAL /CAN/	1.75K	Jun 30, 26	--	0.02%
WELLS FARGO & COMPANY/MN	1.61K	Jun 30, 26	+187	0.02%
Global Retirement Partners, LLC	1.60K	Jun 30, 26	+1.60K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	1.55K	Jun 30, 26	+1.55K	0.02%
Integrated Wealth Concepts LLC	1.45K	Jun 30, 26	+1.45K	0.02%
BOKF, NA	1.26K	Jun 30, 26	--	0.01%
Chung Wu Investment Group, LLC	1.24K	Jun 30, 26	--	0.01%
JPMORGAN CHASE & CO	1.23K	Jun 30, 26	+54	0.01%
Institute for Wealth Management, LLC.	1.20K	Jun 30, 26	+1.20K	0.01%
EVERMAY WEALTH MANAGEMENT LLC	1.20K	Jun 30, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	1.00K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	935	Jun 30, 26	+895	0.01%
COMPASS FINANCIAL MANAGEMENT LLC	900	Jun 30, 26	+900	0.01%
ASSETMARK, INC	846	Jun 30, 26	+300	0.01%
Cheviot Value Management, LLC	750	Jun 30, 26	--	0.01%
IFP Advisors, Inc	722	Jun 30, 26	+60	0.01%
Indiana Trust & Investment Management CO	715	Jun 30, 26	--	0.01%
US BANCORP \DE\	645	Jun 30, 26	+325	0.01%
GGM Financials LLC	631	Jun 30, 26	--	0.01%
Strategic Wealth Partners, Ltd.	600	Jun 30, 26	--	0.01%
Westside Investment Management, Inc.	600	Jun 30, 26	--	0.01%
Rialto Wealth Management, LLC	593	Jun 30, 26	+593	0.01%
Harbor Asset Planning, Inc.	586	Jun 30, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	575	Jun 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	573	Jun 30, 26	--	0.01%
SOA Wealth Advisors, LLC.	539	Jun 30, 26	-10	0.01%
Farther Finance Advisors, LLC	536	Jun 30, 26	--	0.01%
Allworth Financial LP	479	Jun 30, 26	-105	0.01%
PRIVATE TRUST CO NA	472	Jun 30, 26	--	0.01%
Ronald Blue Trust, Inc.	426	Jun 30, 26	--	0.00%
Strengthening Families & Communities, LLC	400	Jun 30, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	320	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	301	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	274	Jun 30, 26	+117	0.00%
EDMOND DE ROTHSCHILD HOLDING S.A.	250	Jun 30, 26	--	0.00%
Asset Dedication, LLC	234	Jun 30, 26	--	0.00%
NorthAvenue LLC	234	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	224	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	223	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	217	Jun 30, 26	-116	0.00%
Register Financial Advisors LLC	200	Jun 30, 26	--	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	174	Jun 30, 26	--	0.00%
Coston, McIsaac & Partners	138	Jun 30, 26	--	0.00%
First PREMIER Bank	125	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	124	Jun 30, 26	+124	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	108	Jun 30, 26	--	0.00%
Go Invest LLC	105	Jun 30, 26	+105	0.00%
Archer Investment Corp	100	Jun 30, 26	+50	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	100	Jun 30, 26	+100	0.00%
Murphy & Mullick Capital Management Corp	100	Jun 30, 26	+100	0.00%
Federation des caisses Desjardins du Quebec	75	Jun 30, 26	--	0.00%
Highland Investment Advisors LLC	65	Jun 30, 26	+65	0.00%
TRUST CO OF VERMONT	50	Jun 30, 26	+50	0.00%
NATIONAL BANK OF CANADA /FI/	50	Jun 30, 26	--	0.00%
Harborfront Financial Group LLC	44	Jun 30, 26	+44	0.00%
CNB Bank	43	Jun 30, 26	--	0.00%
SHP Wealth Management	39	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	22	Jun 30, 26	+22	0.00%
ARMSTRONG ADVISORY GROUP, INC	20	Jun 30, 26	--	0.00%
HM PAYSON & CO	10	Jun 30, 26	--	0.00%
Coppell Advisory Solutions LLC	1	Jun 30, 26	+1	0.00%
Advisory Services Network, LLC	--	Jun 30, 26	-300	--
Silverleafe Capital Partners, LLC	--	Jun 30, 26	-72.93K	--
Addison Advisors LLC	--	Jun 30, 26	-681	--
Signature Resources Capital Management, LLC	--	Jun 30, 26	-154	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-20.17K	--
REDSTONE WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-6.89K	--
Jackson Wealth Management, LLC	--	Jun 30, 26	-4.09K	--
PITTENGER & ANDERSON INC	--	Jun 30, 26	-60	--
MAI Capital Management	--	Jun 30, 26	-836	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-5.10K	--
GFS Advisors, LLC	--	Jun 30, 26	-13.71K	--
JOURNEY STRATEGIC WEALTH LLC	347.19K	Mar 31, 26	-20.32K	4.03%
CWM, LLC	1.73K	Mar 31, 26	--	0.02%
CIBC Private Wealth Group, LLC	11.93K	Dec 31, 25	+409	0.14%
COMERICA BANK	7.54K	Dec 31, 25	+1.44K	0.09%
Stephens Consulting, LLC	21	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-6.57K	--
Wealthstream Advisors, Inc.	5.70K	Sep 30, 25	--	0.07%
CROWLEY WEALTH MANAGEMENT, INC.	4.83K	Sep 30, 25	+1.67K	0.06%
Glenmede Investment Management, LP	3.00K	Sep 30, 25	--	0.03%
AVANTAX ADVISORY SERVICES, INC.	35.99K	Jun 30, 25	+3.44K	0.42%
Semmax Financial Advisors Inc.	2.56K	Jun 30, 25	--	0.03%
Orion Portfolio Solutions, LLC	7.72K	Mar 31, 25	+7.72K	0.09%
CAROLINAS WEALTH CONSULTING LLC	329	Mar 31, 25	+150	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	--	Dec 31, 24	-1.23K	--
RAYMOND JAMES & ASSOCIATES	22.47K	Sep 30, 24	-2.59K	0.26%
Diversified, LLC	7.76K	Sep 30, 24	-694	0.09%
Raymond James Financial Services Advisors, Inc.	6.31K	Sep 30, 24	-175.69K	0.07%
RAYMOND JAMES TRUST N.A.	4.43K	Sep 30, 24	-545	0.05%
FinTrust Capital Advisors, LLC	459	Sep 30, 24	+100	0.01%
M&R CAPITAL MANAGEMENT INC	291	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	242	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-450	--
Cetera Advisors LLC	28.49K	Mar 31, 24	-3.56K	0.33%
Cetera Advisor Networks LLC	12.42K	Mar 31, 24	+1.98K	0.14%
Column Capital Advisors, LLC	252	Sep 30, 23	+168	0.00%

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Holder

Date

Change

% Held

UBS Group AG

675.13K

Jun 30, 26

-6.38K

7.83%

MORGAN STANLEY

568.27K

Jun 30, 26

+119.11K

6.59%

HighTower Advisors, LLC

529.13K

Jun 30, 26

+239.58K

6.14%

LPL Financial LLC

516.83K

Jun 30, 26

+58.07K

5.99%

AMERIPRISE FINANCIAL INC

275.39K

Jun 30, 26

-20.52K

3.19%

Berkshire Money Management, Inc.

224.34K

Jun 30, 26

-10.21K

2.60%

BANK OF AMERICA CORP /DE/

163.49K

Jun 30, 26

+9.74K

1.90%

JONES FINANCIAL COMPANIES LLLP

156.99K

Jun 30, 26

+40.09K

1.82%

RAYMOND JAMES FINANCIAL INC

149.87K

Jun 30, 26

+56.04K

1.74%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

147.34K

Jun 30, 26

+147.34K

1.71%

ADVISOR GROUP HOLDINGS, INC.

129.97K

Jun 30, 26

+18.88K

1.51%

ROYAL BANK OF CANADA

101.15K

Jun 30, 26

-16.01K

1.17%

Cetera Investment Advisers

79.32K

Jun 30, 26

+5.38K

0.92%

StoneCrest Wealth Management, Inc.

68.26K

Jun 30, 26

+68.26K

0.79%

Private Advisor Group, LLC

59.43K

Jun 30, 26

+36.96K

0.69%

Cambridge Investment Research Advisors, Inc.

53.78K

Jun 30, 26

+9.59K

0.62%

MARSHALL WACE, LLP

47.36K

Jun 30, 26

+47.36K

0.55%

CI Private Wealth, LLC

39.17K

Jun 30, 26

+7.16K

0.45%

FLOW TRADERS U.S. LLC

36.89K

Jun 30, 26

+11.53K

0.43%

Kingsview Wealth Management, LLC

33.60K

Jun 30, 26

+7.48K

0.39%

Clear Creek Financial Management, LLC

32.40K

Jun 30, 26

+1.65K

0.38%

Opus Capital Group, LLC

31.65K

Jun 30, 26

0.37%

KESTRA PRIVATE WEALTH SERVICES, LLC

30.04K

Jun 30, 26

-8.77K

0.35%

ENVESTNET ASSET MANAGEMENT INC

26.66K

Jun 30, 26

+11.38K

0.31%

Indie Asset Partners, LLC

25.87K

Jun 30, 26

+263

0.30%

STIFEL FINANCIAL CORP

24.07K

Jun 30, 26

+3.57K

0.28%

Bay Capital Advisors, LLC

21.75K

Jun 30, 26

-159

0.25%

COMMONWEALTH EQUITY SERVICES, LLC

21.13K

Jun 30, 26

+1.88K

0.25%

Dynamic Advisor Solutions LLC

20.92K

Jun 30, 26

-1.93K

0.24%

M Holdings Securities, Inc.

18.17K

Jun 30, 26

+706

0.21%

Quantinno Capital Management LP

16.52K

Jun 30, 26

+5.96K

0.19%

Bawa N Mallick Trust

16.50K

Jun 30, 26

+1.50K

0.19%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

15.99K

Jun 30, 26

+5.48K

0.19%

Soltis Investment Advisors LLC

15.75K

Jun 30, 26

+11.82K

0.18%

MML INVESTORS SERVICES, LLC

15.70K

Jun 30, 26

+2.81K

0.18%

Nilsine Partners, LLC

15.23K

Jun 30, 26

+15.23K

0.18%

Principle Wealth Partners LLC

14.80K

Jun 30, 26

+14.80K

0.17%

HSBC HOLDINGS PLC

13.60K

Jun 30, 26

0.16%

EP Wealth Advisors, LLC

13.48K

Jun 30, 26

-35

0.16%

TRUIST FINANCIAL CORP

13.05K

Jun 30, 26

+653

0.15%

CoreCap Advisors, LLC

12.67K

Jun 30, 26

-7

0.15%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

12.37K

Jun 30, 26

+12.37K

0.14%

INDEPENDENT FINANCIAL GROUP, LLC

12.20K

Jun 30, 26

+8.29K

0.14%

RFG - Bristol Wealth Advisors, LLC

11.39K

Jun 30, 26

-394

0.13%

Rockefeller Capital Management L.P.

11.39K

Jun 30, 26

+1.09K

0.13%

Cresset Asset Management, LLC

10.87K

Jun 30, 26

0.13%

FLAGSHIP HARBOR ADVISORS, LLC

10.54K

Jun 30, 26

+194

0.12%

CIBC Bancorp USA Inc.

10.50K

Jun 30, 26

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

10.09K

Jun 30, 26

+21

0.12%

Creative Planning

9.53K

Jun 30, 26

+1.43K

0.11%

CAPTRUST FINANCIAL ADVISORS

9.41K

Jun 30, 26

-8

0.11%

PACIFIC SUN FINANCIAL CORP

9.21K

Jun 30, 26

-65

0.11%

Brookwood Investment Group LLC

8.77K

Jun 30, 26

-1.28K

0.10%

Mutual Advisors, LLC

8.75K

Jun 30, 26

+8.75K

0.10%

Aspen Investment Management Inc

8.61K

Jun 30, 26

+845

0.10%

AQR CAPITAL MANAGEMENT LLC

8.16K

Jun 30, 26

+8.16K

0.09%

Concurrent Investment Advisors, LLC

8.07K

Jun 30, 26

+3.87K

0.09%

FIFTH THIRD BANCORP

7.87K

Jun 30, 26

+22

0.09%

OPPENHEIMER & CO INC

7.78K

Jun 30, 26

-3

0.09%

Diversified Enterprises, LLC

7.61K

Jun 30, 26

-16

0.09%

GTS SECURITIES LLC

7.49K

Jun 30, 26

+7.49K

0.09%

THOMPSON DAVIS & CO., INC.

7.47K

Jun 30, 26

+7.47K

0.09%

Hennion & Walsh Asset Management, Inc.

7.38K

Jun 30, 26

+7.38K

0.09%

Sandy Cove Advisors, LLC

7.05K

Jun 30, 26

0.08%

SeaCrest Wealth Management, LLC

7.04K

Jun 30, 26

+877

0.08%

Wealthcare Advisory Partners LLC

6.61K

Jun 30, 26

+108

0.08%

Rubicon Advisors, GP

6.51K

Jun 30, 26

+260

0.08%

Kestra Advisory Services, LLC

6.49K

Jun 30, 26

+497

0.08%

HOWARD FINANCIAL SERVICES, LTD.

6.38K

Jun 30, 26

+6.38K

0.07%

Equitable Holdings, Inc.

6.14K

Jun 30, 26

+6.14K

0.07%

Proficio Capital Partners LLC

6.00K

Jun 30, 26

0.07%

Greenspring Advisors, LLC

5.70K

Jun 30, 26

0.07%

PARK AVENUE SECURITIES LLC

5.33K

Jun 30, 26

+241

0.06%

FOUNDERS FINANCIAL SECURITIES LLC

5.30K

Jun 30, 26

+1.40K

0.06%

Prospera Financial Services Inc

5.29K

Jun 30, 26

+5.29K

0.06%

Wealthspire Advisors, LLC

5.29K

Jun 30, 26

-200

0.06%

Mariner, LLC

5.26K

Jun 30, 26

-36.27K

0.06%

NewEdge Advisors, LLC

5.15K

Jun 30, 26

+4.66K

0.06%

AtlasMark Financial, Inc

5.12K

Jun 30, 26

+45

0.06%

NOVEM GROUP

4.85K

Jun 30, 26

+892

0.06%

Sovran Advisors, LLC

4.73K

Jun 30, 26

+101

0.05%

Colony Group, LLC

4.52K

Jun 30, 26

+384

0.05%

Focus Financial Network, Inc.

4.48K

Jun 30, 26

+350

0.05%

FMR LLC

4.46K

Jun 30, 26

+434

0.05%

Belpointe Asset Management LLC

4.41K

Jun 30, 26

+4.41K

0.05%

FLPUTNAM INVESTMENT MANAGEMENT CO

4.35K

Jun 30, 26

0.05%

Collier Financial

4.29K

Jun 30, 26

-73

0.05%

Acorn Wealth Advisors, LLC

4.28K

Jun 30, 26

+4.28K

0.05%

National Wealth Management Group, LLC

4.18K

Jun 30, 26

+4.18K

0.05%

Cerity Partners LLC

4.12K

Jun 30, 26

+155

0.05%

Allen Mooney & Barnes Investment Advisors LLC

4.05K

Jun 30, 26

+4.05K

0.05%

Wellington Shields & Co., LLC

4.00K

Jun 30, 26

+4.00K

0.05%

LRI Investments, LLC

3.85K

Jun 30, 26

0.04%

WBH ADVISORY INC

3.80K

Jun 30, 26

0.04%

NewEdge Wealth, LLC

3.78K

Jun 30, 26

0.04%

JANE STREET GROUP, LLC

3.75K

Jun 30, 26

-39.46K

0.04%

Fortune Financial Group, Inc.

3.72K

Jun 30, 26

0.04%

MinichMacGregor Wealth Management, LLC

3.63K

Jun 30, 26

+3.63K

0.04%

Sigma Planning Corp

3.63K

Jun 30, 26

+3.63K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

3.54K

Jun 30, 26

0.04%

PFG Investments, LLC

3.44K

Jun 30, 26

+3.44K

0.04%

Lido Advisors, LLC

3.26K

Jun 30, 26

+3.26K

0.04%

HARBOUR INVESTMENTS, INC.

3.26K

Jun 30, 26

+10

0.04%

Resources Investment Advisors, LLC.

3.24K

Jun 30, 26

-232

0.04%

AE Wealth Management LLC

3.17K

Jun 30, 26

+88

0.04%

Western Wealth Management, LLC

3.14K

Jun 30, 26

-76

0.04%

TRITONPOINT WEALTH, LLC

3.10K

Jun 30, 26

-376

0.04%

TritonPoint Partners, LLC

3.10K

Jun 30, 26

+3.10K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

3.02K

Jun 30, 26

+3.02K

0.03%

GLENMEDE TRUST CO NA

3.00K

Jun 30, 26

0.03%

Sound Income Strategies, LLC

3.00K

Jun 30, 26

-57

0.03%

DAVENPORT & Co LLC

2.94K

Jun 30, 26

+2.94K

0.03%

Bank of New York Mellon Corp

2.90K

Jun 30, 26

+2.90K

0.03%

Procyon Advisors, LLC

2.88K

Jun 30, 26

+2.88K

0.03%

GWN SECURITIES INC.

2.84K

Jun 30, 26

+2.84K

0.03%

Neuberger Berman Group LLC

2.75K

Jun 30, 26

+2.75K

0.03%

Pathstone Holdings, LLC

2.71K

Jun 30, 26

+2.71K

0.03%

AXXCESS WEALTH MANAGEMENT, LLC

2.70K

Jun 30, 26

+2.70K

0.03%

Beacon Pointe Advisors, LLC

2.69K

Jun 30, 26

+2.69K

0.03%

Janney Montgomery Scott LLC

2.66K

Jun 30, 26

+2.66K

0.03%

Berbice Capital Management LLC

2.62K

Jun 30, 26

+2.62K

0.03%

Triton Wealth Management, PLLC

2.57K

Jun 30, 26

+2.57K

0.03%

Lauterbach Financial Advisors, LLC

2.52K

Jun 30, 26

+2.52K

0.03%

WEDBUSH SECURITIES INC

2.51K

Jun 30, 26

+2.51K

0.03%

IHT Wealth Management, LLC

2.51K

Jun 30, 26

+2.51K

0.03%

Sanctuary Advisors, LLC

2.46K

Jun 30, 26

+2.46K

0.03%

Grant Private Wealth Management Inc

2.46K

Jun 30, 26

+2.46K

0.03%

Cyndeo Wealth Partners, LLC

2.41K

Jun 30, 26

+2.41K

0.03%

Cornerstone Wealth Management, LLC

2.40K

Jun 30, 26

+2.40K

0.03%

CAPITAL ADVISORS INC/OK

2.40K

Jun 30, 26

+2.40K

0.03%

Sherman Wealth Management LLC

2.30K

Jun 30, 26

+2.30K

0.03%

Stratos Wealth Partners, LTD.

2.21K

Jun 30, 26

+2.21K

0.03%

Western Financial Corp/CA

2.21K

Jun 30, 26

+2.21K

0.03%

Dale Q Rice Investment Management Ltd

2.19K

Jun 30, 26

+2.19K

0.03%

United Advisor Group, LLC

2.05K

Jun 30, 26

+2.05K

0.02%

Steward Partners Investment Advisory, LLC

2.04K

Jun 30, 26

0.02%

Regatta Research & Money Management

2.01K

Jun 30, 26

+2.01K

0.02%

MSH Capital Advisors LLC

1.98K

Jun 30, 26

+1.98K

0.02%

Signature Equity Partners, LLC

1.90K

Jun 30, 26

-85

0.02%

Founders Financial Alliance, LLC

1.80K

Jun 30, 26

0.02%

CENTAURUS FINANCIAL, INC.

1.78K

Jun 30, 26

+1.78K

0.02%

BANK OF MONTREAL /CAN/

1.75K

Jun 30, 26

0.02%

WELLS FARGO & COMPANY/MN

1.61K

Jun 30, 26

+187

0.02%

Global Retirement Partners, LLC

1.60K

Jun 30, 26

+1.60K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

1.55K

Jun 30, 26

+1.55K

0.02%

Integrated Wealth Concepts LLC

1.45K

Jun 30, 26

+1.45K

0.02%

BOKF, NA

1.26K

Jun 30, 26

0.01%

Chung Wu Investment Group, LLC

1.24K

Jun 30, 26

0.01%

JPMORGAN CHASE & CO

1.23K

Jun 30, 26

+54

0.01%

Institute for Wealth Management, LLC.

1.20K

Jun 30, 26

+1.20K

0.01%

EVERMAY WEALTH MANAGEMENT LLC

1.20K

Jun 30, 26

0.01%

Ashton Thomas Private Wealth, LLC

1.00K

Jun 30, 26

0.01%

IFG Advisory, LLC

935

Jun 30, 26

+895

0.01%

COMPASS FINANCIAL MANAGEMENT LLC

900

Jun 30, 26

+900

0.01%

ASSETMARK, INC

846

Jun 30, 26

+300

0.01%

Cheviot Value Management, LLC

750

Jun 30, 26

0.01%

IFP Advisors, Inc

722

Jun 30, 26

+60

0.01%

Indiana Trust & Investment Management CO

715

Jun 30, 26

0.01%

US BANCORP \DE\

645

Jun 30, 26

+325

0.01%

GGM Financials LLC

631

Jun 30, 26

0.01%

Strategic Wealth Partners, Ltd.

600

Jun 30, 26

0.01%

Westside Investment Management, Inc.

600

Jun 30, 26

0.01%

Rialto Wealth Management, LLC

593

Jun 30, 26

+593

0.01%

Harbor Asset Planning, Inc.

586

Jun 30, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

575

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

573

Jun 30, 26

0.01%

SOA Wealth Advisors, LLC.

539

Jun 30, 26

-10

0.01%

Farther Finance Advisors, LLC

536

Jun 30, 26

0.01%

Allworth Financial LP

479

Jun 30, 26

-105

0.01%

PRIVATE TRUST CO NA

472

Jun 30, 26

0.01%

Ronald Blue Trust, Inc.

426

Jun 30, 26

0.00%

Strengthening Families & Communities, LLC

400

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

320

Jun 30, 26

0.00%

Parallel Advisors, LLC

301

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

274

Jun 30, 26

+117

0.00%

EDMOND DE ROTHSCHILD HOLDING S.A.

250

Jun 30, 26

0.00%

Asset Dedication, LLC

234

Jun 30, 26

0.00%

NorthAvenue LLC

234

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

224

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

223

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

217

Jun 30, 26

-116

0.00%

200

Jun 30, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

174

Jun 30, 26

0.00%

Coston, McIsaac & Partners

138

Jun 30, 26

0.00%

First PREMIER Bank

125

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

124

Jun 30, 26

+124

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

108

Jun 30, 26

0.00%

Go Invest LLC

105

Jun 30, 26

+105

0.00%

Archer Investment Corp

100

Jun 30, 26

+50

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

100

Jun 30, 26

+100

0.00%

Murphy & Mullick Capital Management Corp

100

Jun 30, 26

+100

0.00%

Federation des caisses Desjardins du Quebec

Jun 30, 26

0.00%

Highland Investment Advisors LLC

Jun 30, 26

+65

0.00%

TRUST CO OF VERMONT

Jun 30, 26

+50

0.00%

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

0.00%

Harborfront Financial Group LLC

Jun 30, 26

+44

0.00%

CNB Bank

Jun 30, 26

0.00%

SHP Wealth Management

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

+22

0.00%

ARMSTRONG ADVISORY GROUP, INC

Jun 30, 26

0.00%

HM PAYSON & CO

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

Jun 30, 26

0.00%

Advisory Services Network, LLC

Jun 30, 26

-300

Silverleafe Capital Partners, LLC

Jun 30, 26

-72.93K

Addison Advisors LLC

Jun 30, 26

-681

Signature Resources Capital Management, LLC

Jun 30, 26

-154

CITADEL ADVISORS LLC

Jun 30, 26

-20.17K

REDSTONE WEALTH MANAGEMENT, LLC

Jun 30, 26

-6.89K

Jackson Wealth Management, LLC

Jun 30, 26

-4.09K

PITTENGER & ANDERSON INC

Jun 30, 26

-60

MAI Capital Management

Jun 30, 26

-836

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-5.10K

GFS Advisors, LLC

Jun 30, 26

-13.71K

JOURNEY STRATEGIC WEALTH LLC

347.19K

Mar 31, 26

-20.32K

4.03%

CWM, LLC

1.73K

Mar 31, 26

0.02%

CIBC Private Wealth Group, LLC

11.93K

Dec 31, 25

+409

0.14%

COMERICA BANK

7.54K

Dec 31, 25

+1.44K

0.09%

Stephens Consulting, LLC

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-6.57K

Wealthstream Advisors, Inc.

5.70K

Sep 30, 25

0.07%

CROWLEY WEALTH MANAGEMENT, INC.

4.83K

Sep 30, 25

+1.67K

0.06%

Glenmede Investment Management, LP

3.00K

Sep 30, 25

0.03%

AVANTAX ADVISORY SERVICES, INC.

35.99K

Jun 30, 25

+3.44K

0.42%

Semmax Financial Advisors Inc.

2.56K

Jun 30, 25

0.03%

Orion Portfolio Solutions, LLC

7.72K

Mar 31, 25

+7.72K

0.09%

CAROLINAS WEALTH CONSULTING LLC

329

Mar 31, 25

+150

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

-1.23K

RAYMOND JAMES & ASSOCIATES

22.47K

Sep 30, 24

-2.59K

0.26%

Diversified, LLC

7.76K

Sep 30, 24

-694

0.09%

Raymond James Financial Services Advisors, Inc.

6.31K

Sep 30, 24

-175.69K

0.07%

RAYMOND JAMES TRUST N.A.

4.43K

Sep 30, 24

-545

0.05%

FinTrust Capital Advisors, LLC

459

Sep 30, 24

+100

0.01%

M&R CAPITAL MANAGEMENT INC

291

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

242

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-450

Cetera Advisors LLC

28.49K

Mar 31, 24

-3.56K

0.33%

Cetera Advisor Networks LLC

12.42K

Mar 31, 24

+1.98K

0.14%

Column Capital Advisors, LLC

252

Sep 30, 23

+168

0.00%