Invesco WilderHill Clean Energy ETF(PBW)

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Institutional Ownership

Top 230 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.41M	Jun 30, 26	-84.78K	10.96%
GOLDMAN SACHS GROUP INC	881.55K	Jun 30, 26	+545.64K	6.87%
Qube Research & Technologies Ltd	287.50K	Jun 30, 26	+11.36K	2.24%
BANK OF AMERICA CORP /DE/	200.29K	Jun 30, 26	+15.58K	1.56%
D. E. Shaw & Co., Inc.	151.91K	Jun 30, 26	+61.30K	1.18%
RAYMOND JAMES FINANCIAL INC	150.02K	Jun 30, 26	-60.27K	1.17%
ALLIANZ SE	143.07K	Jun 30, 26	-26.00K	1.11%
TRUIST FINANCIAL CORP	125.92K	Jun 30, 26	-1.75K	0.98%
LPL Financial LLC	107.31K	Jun 30, 26	+15.79K	0.84%
WELLS FARGO & COMPANY/MN	105.72K	Jun 30, 26	+29.91K	0.82%
STIFEL FINANCIAL CORP	80.94K	Jun 30, 26	+528	0.63%
Curated Wealth Partners LLC	75.04K	Jun 30, 26	+75.04K	0.58%
Q3 Asset Management	63.17K	Jun 30, 26	+14.88K	0.49%
Envestnet Portfolio Solutions, Inc.	62.68K	Jun 30, 26	-1.93K	0.49%
ADVISOR GROUP HOLDINGS, INC.	61.89K	Jun 30, 26	+34.56K	0.48%
GTS SECURITIES LLC	55.81K	Jun 30, 26	-7.25K	0.43%
HARBOUR INVESTMENTS, INC.	51.17K	Jun 30, 26	+8.42K	0.40%
TWO SIGMA INVESTMENTS, LP	50.82K	Jun 30, 26	-379.34K	0.40%
ROYAL BANK OF CANADA	49.72K	Jun 30, 26	+6.56K	0.39%
Fortis Group Advisors, LLC	47.58K	Jun 30, 26	+708	0.37%
BENJAMIN EDWARDS INC	46.30K	Jun 30, 26	+46.30K	0.36%
Tower Research Capital LLC (TRC)	43.92K	Jun 30, 26	+2.53K	0.34%
COMMONWEALTH EQUITY SERVICES, LLC	43.92K	Jun 30, 26	+2.11K	0.34%
CITADEL ADVISORS LLC	42.25K	Jun 30, 26	-11.39K	0.33%
RENAISSANCE TECHNOLOGIES LLC	42.09K	Jun 30, 26	+42.09K	0.33%
Wealthfront Advisers LLC	34.86K	Jun 30, 26	+13.40K	0.27%
UBS Group AG	30.08K	Jun 30, 26	+13.72K	0.23%
NWAM LLC	29.71K	Jun 30, 26	-2.79K	0.23%
BASSO CAPITAL MANAGEMENT, L.P.	28.50K	Jun 30, 26	+28.50K	0.22%
MOLLER FINANCIAL SERVICES	27.58K	Jun 30, 26	-1.65K	0.21%
Beacon Pointe Advisors, LLC	26.99K	Jun 30, 26	-9.13K	0.21%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	24.18K	Jun 30, 26	-12.48K	0.19%
AMERIPRISE FINANCIAL INC	22.57K	Jun 30, 26	+1.35K	0.18%
Comprehensive Financial Planning, Inc./PA	22.12K	Jun 30, 26	+219	0.17%
JANE STREET GROUP, LLC	20.36K	Jun 30, 26	+20.36K	0.16%
THRIVENT FINANCIAL FOR LUTHERANS	19.03K	Jun 30, 26	-773	0.15%
Cetera Investment Advisers	18.51K	Jun 30, 26	-53.78K	0.14%
CIBC WORLD MARKET INC.	16.57K	Jun 30, 26	+209	0.13%
Financial Management Professionals, Inc.	16.14K	Jun 30, 26	-34.86K	0.13%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	14.92K	Jun 30, 26	-862	0.12%
Elwood & Goetz Wealth Advisory Group, LLC	11.97K	Jun 30, 26	-876	0.09%
Private Advisory Group LLC	10.33K	Jun 30, 26	+10.33K	0.08%
Wealthspire Advisors, LLC	10.21K	Jun 30, 26	+14	0.08%
IFP Advisors, Inc	9.66K	Jun 30, 26	-250.45K	0.08%
ENVESTNET ASSET MANAGEMENT INC	9.24K	Jun 30, 26	-577	0.07%
Great Diamond Partners, LLC	9.13K	Jun 30, 26	+1.47K	0.07%
TigerOak Management, L.L.C.	8.92K	Jun 30, 26	-3.38K	0.07%
Y-Intercept (Hong Kong) Ltd	8.75K	Jun 30, 26	+8.75K	0.07%
CX Institutional	8.63K	Jun 30, 26	+47	0.07%
Wealthcare Advisory Partners LLC	8.50K	Jun 30, 26	+8.50K	0.07%
Prism Advisors, Inc.	8.18K	Jun 30, 26	+18	0.06%
MAI Capital Management	7.87K	Jun 30, 26	+16	0.06%
TUDOR INVESTMENT CORP ET AL	7.65K	Jun 30, 26	+7.65K	0.06%
Cambridge Investment Research Advisors, Inc.	7.57K	Jun 30, 26	-425	0.06%
Mariner, LLC	7.55K	Jun 30, 26	-943	0.06%
EP Wealth Advisors, LLC	7.45K	Jun 30, 26	-142	0.06%
Creative Planning	7.34K	Jun 30, 26	+613	0.06%
TWO SIGMA SECURITIES, LLC	7.02K	Jun 30, 26	+515	0.05%
Tradition Wealth Management, LLC	7.00K	Jun 30, 26	-866	0.05%
Prosperity Consulting Group, LLC	6.90K	Jun 30, 26	--	0.05%
RETIREMENT INCOME SOLUTIONS, INC	6.84K	Jun 30, 26	--	0.05%
Evolution Wealth Advisors, LLC	6.74K	Jun 30, 26	-20	0.05%
FIFTH THIRD BANCORP	6.39K	Jun 30, 26	-277	0.05%
HighTower Advisors, LLC	6.30K	Jun 30, 26	-237	0.05%
Focus Financial Network, Inc.	5.99K	Jun 30, 26	+5.99K	0.05%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	5.85K	Jun 30, 26	+5.85K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	5.80K	Jun 30, 26	+5.80K	0.05%
CI Private Wealth, LLC	5.33K	Jun 30, 26	+5.33K	0.04%
HOWE & RUSLING INC	5.23K	Jun 30, 26	+1.25K	0.04%
Steward Partners Investment Advisory, LLC	4.23K	Jun 30, 26	+772	0.03%
VUB Generali dochodkova spravcovska spolocnost, a.s.	3.85K	Jun 30, 26	--	0.03%
AlphaCore Capital LLC	3.37K	Jun 30, 26	+3	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.28K	Jun 30, 26	+503	0.03%
MERCER GLOBAL ADVISORS INC /ADV	3.21K	Jun 30, 26	+3.21K	0.03%
BlackRock, Inc.	2.61K	Jun 30, 26	--	0.02%
JPL Wealth Management, LLC	2.60K	Jun 30, 26	+17	0.02%
EDMOND DE ROTHSCHILD HOLDING S.A.	2.58K	Jun 30, 26	-1.42K	0.02%
Westfuller Advisors, LLC	2.20K	Jun 30, 26	+9	0.02%
MOTCO	2.19K	Jun 30, 26	--	0.02%
Allworth Financial LP	1.75K	Jun 30, 26	--	0.01%
North Star Investment Management Corp.	1.47K	Jun 30, 26	--	0.01%
FMR LLC	1.41K	Jun 30, 26	+797	0.01%
JPMORGAN CHASE & CO	1.40K	Jun 30, 26	-344	0.01%
Johnson Financial Group, Inc.	1.34K	Jun 30, 26	-93	0.01%
Continuum Advisory, LLC	1.26K	Jun 30, 26	+1.26K	0.01%
Tanglewood Legacy Advisors, LLC	1.24K	Jun 30, 26	+8	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.06K	Jun 30, 26	-89	0.01%
HM PAYSON & CO	1.00K	Jun 30, 26	--	0.01%
NATIONAL BANK OF CANADA /FI/	922	Jun 30, 26	--	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	885	Jun 30, 26	--	0.01%
CITIGROUP INC	792	Jun 30, 26	-1.57K	0.01%
Regatta Research & Money Management	750	Jun 30, 26	+750	0.01%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	740	Jun 30, 26	--	0.01%
Financial Perspectives, Inc	709	Jun 30, 26	+125	0.01%
Intesa Sanpaolo Wealth Management	700	Jun 30, 26	+700	0.01%
Rockefeller Capital Management L.P.	698	Jun 30, 26	-999	0.01%
ALBION FINANCIAL GROUP /UT	597	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	582	Jun 30, 26	--	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	580	Jun 30, 26	--	0.00%
BARCLAYS PLC	422	Jun 30, 26	--	0.00%
Hickory Point Bank & Trust	400	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	357	Jun 30, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	351	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	348	Jun 30, 26	+348	0.00%
Federation des caisses Desjardins du Quebec	335	Jun 30, 26	--	0.00%
Breakwater Investment Management	331	Jun 30, 26	--	0.00%
Community Bank, N.A.	323	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	311	Jun 30, 26	--	0.00%
Rossby Financial, LCC	308	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	303	Jun 30, 26	+253	0.00%
Spire Wealth Management	300	Jun 30, 26	+300	0.00%
Ameritas Investment Partners, Inc.	267	Jun 30, 26	+70	0.00%
Capital Advisors, Ltd. LLC	260	Jun 30, 26	+260	0.00%
Portfolio Resources Advisor Group, Inc.	245	Jun 30, 26	+245	0.00%
Vermillion Wealth Management, Inc.	235	Jun 30, 26	-233	0.00%
SOA Wealth Advisors, LLC.	227	Jun 30, 26	+1	0.00%
Pacific Center for Financial Services	203	Jun 30, 26	+1	0.00%
CENTRAL TRUST Co	200	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	188	Jun 30, 26	--	0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	167	Jun 30, 26	--	0.00%
Glassman Wealth Services	162	Jun 30, 26	--	0.00%
Center for Financial Planning, Inc.	160	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	140	Jun 30, 26	--	0.00%
Your Advocates Ltd., LLP	131	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	126	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	112	Jun 30, 26	+1	0.00%
Ronald Blue Trust, Inc.	111	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	100	Jun 30, 26	--	0.00%
Kiker Wealth Management, LLC	96	Jun 30, 26	+96	0.00%
Register Financial Advisors LLC	90	Jun 30, 26	--	0.00%
Creative Capital Management Investments LLC	80	Jun 30, 26	+80	0.00%
Kennebec Savings Bank	77	Jun 30, 26	--	0.00%
WealthShield Partners, LLC	74	Jun 30, 26	-50	0.00%
Piscataqua Savings Bank	71	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	70	Jun 30, 26	-150	0.00%
MTM Investment Management, LLC	56	Jun 30, 26	+1	0.00%
NewEdge Advisors, LLC	55	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	54	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	49	Jun 30, 26	+49	0.00%
Asset Dedication, LLC	46	Jun 30, 26	--	0.00%
New Republic Capital, LLC	41	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	39	Jun 30, 26	--	0.00%
UMB Bank, n.a.	35	Jun 30, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	35	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	30	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	27	Jun 30, 26	+27	0.00%
Medallion Wealth Advisors, LLC	26	Jun 30, 26	--	0.00%
TRUST CO OF TOLEDO NA /OH/	24	Jun 30, 26	--	0.00%
Bernard Wealth Management Corp.	12	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	10	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	6	Jun 30, 26	--	0.00%
Sage Mountain Advisors LLC	4	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	2	Jun 30, 26	--	0.00%
ASSETMARK, INC	1	Jun 30, 26	--	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-218	--
ROTHSCHILD INVESTMENT LLC	--	Jun 30, 26	-15	--
BNP PARIBAS ARBITRAGE, SNC	--	Jun 30, 26	-9.41K	--
Advisors Preferred, LLC	--	Jun 30, 26	-677	--
Sound Income Strategies, LLC	--	Jun 30, 26	-33	--
RETIREMITTEN FINANCIAL LLC	--	Jun 30, 26	-153	--
BLUE JEAN FINANCIAL LLC	--	Jun 30, 26	-20.67K	--
Activest Wealth Management	--	Jun 30, 26	-300	--
Godfrey Financial Associates, Inc.	--	Jun 30, 26	-29	--
Massar Capital Management, LP	--	Jun 30, 26	-31.58K	--
Advisory Services Network, LLC	--	Jun 30, 26	-746	--
Outlook Wealth Advisors, LLC	--	Jun 30, 26	-35.31K	--
IMC-Chicago, LLC	--	Jun 30, 26	-9.19K	--
Ashton Thomas Private Wealth, LLC	--	Jun 30, 26	-31	--
SHP Wealth Management	--	Jun 30, 26	-143	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-44	--
COMERICA BANK	6.45K	Dec 31, 25	+3.52K	0.05%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-310	--
EWG Elevate Inc.	8.73K	Sep 30, 25	+8.73K	0.07%
Family Firm, Inc.	59.56K	Jun 30, 25	-3.50K	0.46%
First Horizon Advisors, Inc.	712	Jun 30, 25	-82	0.01%
PRIVATE CAPITAL MANAGEMENT LLC	134	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	99.52K	Sep 30, 24	-304	0.78%
Raymond James Financial Services Advisors, Inc.	46.87K	Sep 30, 24	-5.01K	0.37%
Annapolis Financial Services, LLC	1.57K	Sep 30, 24	--	0.01%
Carmichael Hill & Associates, Inc.	334	Sep 30, 24	--	0.00%
Rain Capital Management, LLC	434	Jun 30, 24	--	0.00%
CREDIT SUISSE AG/	167.66K	Mar 31, 24	-32.50K	1.31%
Cetera Advisor Networks LLC	10.03K	Mar 31, 24	-1.65K	0.08%
Bartlett & Co. LLC	74	Dec 31, 23	--	0.00%
WADE G W & INC	--	Dec 31, 23	-100.43K	--
PROVENCE WEALTH MANAGEMENT GROUP	--	Dec 31, 23	-74	--
PATHSTONE FAMILY OFFICE, LLC	10.21K	Sep 30, 23	+10.21K	0.08%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	8.36K	Sep 30, 23	-1.32K	0.07%
Veritable, L.P.	10.01K	Jun 30, 23	--	0.08%
TIAA, FSB	5.79K	Jun 30, 23	--	0.05%
Kistler-Tiffany Companies, LLC	2.57K	Jun 30, 23	-93	0.02%
Endurance Wealth Management, Inc.	75	Jun 30, 23	-100	0.00%
Kalos Management, Inc.	46	Jun 30, 23	--	0.00%
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-95	--
Baldrige Asset Management LLC	227	Mar 31, 23	--	0.00%
Sargent Bickham Lagudis LLC	1.03K	Dec 31, 22	--	0.01%
TRUSTCORE FINANCIAL SERVICES, LLC	15	Dec 31, 22	--	0.00%
GOFEN & GLOSSBERG LLC /IL/	--	Dec 31, 22	-4.33K	--
Covington Capital Management	17.50K	Sep 30, 22	--	0.14%
BTR CAPITAL MANAGEMENT INC	12.63K	Sep 30, 22	+300	0.10%
American Portfolios Advisors	1.92K	Sep 30, 22	-402	0.01%
Surevest, LLC	80	Sep 30, 22	--	0.00%
FourThought Financial, LLC	--	Sep 30, 22	-3	--
Enterprise Trust & Investment Co	370	Jun 30, 22	+370	0.00%
Cordasco Financial Network	210	Jun 30, 22	--	0.00%
HC FINANCIAL ADVISORS INC	36	Jun 30, 22	--	0.00%
Barrett Asset Management, LLC	10.95K	Mar 31, 22	--	0.09%
KINGS POINT CAPITAL MANAGEMENT	250	Mar 31, 22	+250	0.00%
Lenox Wealth Advisors, LLC	11	Mar 31, 22	--	0.00%
Dixon Hughes Goodman Wealth Advisors LLC	8	Mar 31, 22	+8	0.00%
RITTER DANIHER FINANCIAL ADVISORY LLC	--	Mar 31, 22	-20	--
STRATEGIC WEALTH MANAGEMENT INC	44.40K	Dec 31, 21	+7.00K	0.35%
NEXT Financial Group, Inc	14.65K	Dec 31, 21	+1.45K	0.11%
Carroll Financial Associates, Inc.	3.22K	Dec 31, 21	-80	0.03%
Crescent Capital Consulting, LLC	300	Dec 31, 21	-200	0.00%
PROFESSIONAL PLANNING	17.49K	Sep 30, 21	-1.83K	0.14%
Psagot Value Holdings Ltd.	2.45K	Sep 30, 21	-123.92K	0.02%
Berman Capital Advisors, LLC	1.01K	Sep 30, 21	+4	0.01%
Sonora Investment Management, LLC	375	Sep 30, 21	+375	0.00%
Geier Asset Management, Inc.	2.73K	Jun 30, 21	+7	0.02%
Winslow, Evans & Crocker, Inc.	5.79K	Dec 31, 20	+23	0.05%
HOWARD CAPITAL MANAGEMENT	3.50K	Dec 31, 20	--	0.03%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	43.33K	Sep 30, 20	+14.09K	0.34%
First Allied Advisory Services, Inc.	3.40K	Sep 30, 20	+3.40K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	27.71K	Dec 31, 19	+1.11K	0.22%
Advisor Group, Inc.	7.20K	Dec 31, 19	-296	0.06%
SUNTRUST BANKS INC	32.18K	Sep 30, 19	-2.45K	0.25%
NEXT Financial Holdings	20	Mar 31, 19	+20	0.00%
Vestpro Financial Partners, Inc. dba CPF Texas	602	Sep 30, 18	+403	0.00%
Edge Advisors, LLC	2.56K	Jun 30, 18	+2.56K	0.02%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.41M

Jun 30, 26

-84.78K

10.96%

GOLDMAN SACHS GROUP INC

881.55K

Jun 30, 26

+545.64K

6.87%

Qube Research & Technologies Ltd

287.50K

Jun 30, 26

+11.36K

2.24%

BANK OF AMERICA CORP /DE/

200.29K

Jun 30, 26

+15.58K

1.56%

D. E. Shaw & Co., Inc.

151.91K

Jun 30, 26

+61.30K

1.18%

RAYMOND JAMES FINANCIAL INC

150.02K

Jun 30, 26

-60.27K

1.17%

ALLIANZ SE

143.07K

Jun 30, 26

-26.00K

1.11%

TRUIST FINANCIAL CORP

125.92K

Jun 30, 26

-1.75K

0.98%

LPL Financial LLC

107.31K

Jun 30, 26

+15.79K

0.84%

WELLS FARGO & COMPANY/MN

105.72K

Jun 30, 26

+29.91K

0.82%

STIFEL FINANCIAL CORP

80.94K

Jun 30, 26

+528

0.63%

Curated Wealth Partners LLC

75.04K

Jun 30, 26

+75.04K

0.58%

Q3 Asset Management

63.17K

Jun 30, 26

+14.88K

0.49%

Envestnet Portfolio Solutions, Inc.

62.68K

Jun 30, 26

-1.93K

0.49%

ADVISOR GROUP HOLDINGS, INC.

61.89K

Jun 30, 26

+34.56K

0.48%

GTS SECURITIES LLC

55.81K

Jun 30, 26

-7.25K

0.43%

HARBOUR INVESTMENTS, INC.

51.17K

Jun 30, 26

+8.42K

0.40%

TWO SIGMA INVESTMENTS, LP

50.82K

Jun 30, 26

-379.34K

0.40%

ROYAL BANK OF CANADA

49.72K

Jun 30, 26

+6.56K

0.39%

Fortis Group Advisors, LLC

47.58K

Jun 30, 26

+708

0.37%

BENJAMIN EDWARDS INC

46.30K

Jun 30, 26

+46.30K

0.36%

Tower Research Capital LLC (TRC)

43.92K

Jun 30, 26

+2.53K

0.34%

COMMONWEALTH EQUITY SERVICES, LLC

43.92K

Jun 30, 26

+2.11K

0.34%

CITADEL ADVISORS LLC

42.25K

Jun 30, 26

-11.39K

0.33%

RENAISSANCE TECHNOLOGIES LLC

42.09K

Jun 30, 26

+42.09K

0.33%

Wealthfront Advisers LLC

34.86K

Jun 30, 26

+13.40K

0.27%

UBS Group AG

30.08K

Jun 30, 26

+13.72K

0.23%

NWAM LLC

29.71K

Jun 30, 26

-2.79K

0.23%

BASSO CAPITAL MANAGEMENT, L.P.

28.50K

Jun 30, 26

+28.50K

0.22%

MOLLER FINANCIAL SERVICES

27.58K

Jun 30, 26

-1.65K

0.21%

Beacon Pointe Advisors, LLC

26.99K

Jun 30, 26

-9.13K

0.21%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

24.18K

Jun 30, 26

-12.48K

0.19%

AMERIPRISE FINANCIAL INC

22.57K

Jun 30, 26

+1.35K

0.18%

Comprehensive Financial Planning, Inc./PA

22.12K

Jun 30, 26

+219

0.17%

JANE STREET GROUP, LLC

20.36K

Jun 30, 26

+20.36K

0.16%

THRIVENT FINANCIAL FOR LUTHERANS

19.03K

Jun 30, 26

-773

0.15%

Cetera Investment Advisers

18.51K

Jun 30, 26

-53.78K

0.14%

CIBC WORLD MARKET INC.

16.57K

Jun 30, 26

+209

0.13%

Financial Management Professionals, Inc.

16.14K

Jun 30, 26

-34.86K

0.13%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

14.92K

Jun 30, 26

-862

0.12%

Elwood & Goetz Wealth Advisory Group, LLC

11.97K

Jun 30, 26

-876

0.09%

Private Advisory Group LLC

10.33K

Jun 30, 26

+10.33K

0.08%

Wealthspire Advisors, LLC

10.21K

Jun 30, 26

+14

0.08%

IFP Advisors, Inc

9.66K

Jun 30, 26

-250.45K

0.08%

ENVESTNET ASSET MANAGEMENT INC

9.24K

Jun 30, 26

-577

0.07%

Great Diamond Partners, LLC

9.13K

Jun 30, 26

+1.47K

0.07%

TigerOak Management, L.L.C.

8.92K

Jun 30, 26

-3.38K

0.07%

Y-Intercept (Hong Kong) Ltd

8.75K

Jun 30, 26

+8.75K

0.07%

CX Institutional

8.63K

Jun 30, 26

+47

0.07%

Wealthcare Advisory Partners LLC

8.50K

Jun 30, 26

+8.50K

0.07%

Prism Advisors, Inc.

8.18K

Jun 30, 26

+18

0.06%

MAI Capital Management

7.87K

Jun 30, 26

+16

0.06%

TUDOR INVESTMENT CORP ET AL

7.65K

Jun 30, 26

+7.65K

0.06%

Cambridge Investment Research Advisors, Inc.

7.57K

Jun 30, 26

-425

0.06%

Mariner, LLC

7.55K

Jun 30, 26

-943

0.06%

EP Wealth Advisors, LLC

7.45K

Jun 30, 26

-142

0.06%

Creative Planning

7.34K

Jun 30, 26

+613

0.06%

TWO SIGMA SECURITIES, LLC

7.02K

Jun 30, 26

+515

0.05%

Tradition Wealth Management, LLC

7.00K

Jun 30, 26

-866

0.05%

Prosperity Consulting Group, LLC

6.90K

Jun 30, 26

0.05%

RETIREMENT INCOME SOLUTIONS, INC

6.84K

Jun 30, 26

0.05%

Evolution Wealth Advisors, LLC

6.74K

Jun 30, 26

-20

0.05%

FIFTH THIRD BANCORP

6.39K

Jun 30, 26

-277

0.05%

HighTower Advisors, LLC

6.30K

Jun 30, 26

-237

0.05%

Focus Financial Network, Inc.

5.99K

Jun 30, 26

+5.99K

0.05%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

5.85K

Jun 30, 26

+5.85K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

5.80K

Jun 30, 26

+5.80K

0.05%

CI Private Wealth, LLC

5.33K

Jun 30, 26

+5.33K

0.04%

HOWE & RUSLING INC

5.23K

Jun 30, 26

+1.25K

0.04%

Steward Partners Investment Advisory, LLC

4.23K

Jun 30, 26

+772

0.03%

VUB Generali dochodkova spravcovska spolocnost, a.s.

3.85K

Jun 30, 26

0.03%

AlphaCore Capital LLC

3.37K

Jun 30, 26

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.28K

Jun 30, 26

+503

0.03%

MERCER GLOBAL ADVISORS INC /ADV

3.21K

Jun 30, 26

+3.21K

0.03%

BlackRock, Inc.

2.61K

Jun 30, 26

0.02%

JPL Wealth Management, LLC

2.60K

Jun 30, 26

+17

0.02%

EDMOND DE ROTHSCHILD HOLDING S.A.

2.58K

Jun 30, 26

-1.42K

0.02%

Westfuller Advisors, LLC

2.20K

Jun 30, 26

0.02%

MOTCO

2.19K

Jun 30, 26

0.02%

Allworth Financial LP

1.75K

Jun 30, 26

0.01%

North Star Investment Management Corp.

1.47K

Jun 30, 26

0.01%

FMR LLC

1.41K

Jun 30, 26

+797

0.01%

JPMORGAN CHASE & CO

1.40K

Jun 30, 26

-344

0.01%

Johnson Financial Group, Inc.

1.34K

Jun 30, 26

-93

0.01%

Continuum Advisory, LLC

1.26K

Jun 30, 26

+1.26K

0.01%

Tanglewood Legacy Advisors, LLC

1.24K

Jun 30, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.06K

Jun 30, 26

-89

0.01%

HM PAYSON & CO

1.00K

Jun 30, 26

0.01%

NATIONAL BANK OF CANADA /FI/

922

Jun 30, 26

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

885

Jun 30, 26

0.01%

CITIGROUP INC

792

Jun 30, 26

-1.57K

0.01%

Regatta Research & Money Management

750

Jun 30, 26

+750

0.01%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

740

Jun 30, 26

0.01%

Financial Perspectives, Inc

709

Jun 30, 26

+125

0.01%

Intesa Sanpaolo Wealth Management

700

Jun 30, 26

+700

0.01%

Rockefeller Capital Management L.P.

698

Jun 30, 26

-999

0.01%

ALBION FINANCIAL GROUP /UT

597

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

582

Jun 30, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

580

Jun 30, 26

0.00%

BARCLAYS PLC

422

Jun 30, 26

0.00%

Hickory Point Bank & Trust

400

Jun 30, 26

0.00%

Millstone Evans Group, LLC

357

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

351

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

348

Jun 30, 26

+348

0.00%

Federation des caisses Desjardins du Quebec

335

Jun 30, 26

0.00%

Breakwater Investment Management

331

Jun 30, 26

0.00%

Community Bank, N.A.

323

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

311

Jun 30, 26

0.00%

Rossby Financial, LCC

308

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

303

Jun 30, 26

+253

0.00%

Spire Wealth Management

300

Jun 30, 26

+300

0.00%

Ameritas Investment Partners, Inc.

267

Jun 30, 26

+70

0.00%

Capital Advisors, Ltd. LLC

260

Jun 30, 26

+260

0.00%

Portfolio Resources Advisor Group, Inc.

245

Jun 30, 26

+245

0.00%

Vermillion Wealth Management, Inc.

235

Jun 30, 26

-233

0.00%

SOA Wealth Advisors, LLC.

227

Jun 30, 26

0.00%

Pacific Center for Financial Services

203

Jun 30, 26

0.00%

CENTRAL TRUST Co

200

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

188

Jun 30, 26

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

167

Jun 30, 26

0.00%

Glassman Wealth Services

162

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

160

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

140

Jun 30, 26

0.00%

Your Advocates Ltd., LLP

131

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

126

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

112

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

111

Jun 30, 26

0.00%

Clearstead Advisors, LLC

100

Jun 30, 26

0.00%

Kiker Wealth Management, LLC

Jun 30, 26

+96

0.00%

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

Jun 30, 26

+80

0.00%

Kennebec Savings Bank

Jun 30, 26

0.00%

WealthShield Partners, LLC

Jun 30, 26

-50

0.00%

Piscataqua Savings Bank

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

Jun 30, 26

-150

0.00%

MTM Investment Management, LLC

Jun 30, 26

0.00%

NewEdge Advisors, LLC

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

Jun 30, 26

0.00%

Global Retirement Partners, LLC

Jun 30, 26

+49

0.00%

Asset Dedication, LLC

Jun 30, 26

0.00%

New Republic Capital, LLC

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

0.00%

UMB Bank, n.a.

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+27

0.00%

Medallion Wealth Advisors, LLC

Jun 30, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

Jun 30, 26

0.00%

Bernard Wealth Management Corp.

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

Jun 30, 26

0.00%

Sage Mountain Advisors LLC

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Western Wealth Management, LLC

Jun 30, 26

-218

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

-15

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-9.41K

Advisors Preferred, LLC

Jun 30, 26

-677

Sound Income Strategies, LLC

Jun 30, 26

-33

RETIREMITTEN FINANCIAL LLC

Jun 30, 26

-153

BLUE JEAN FINANCIAL LLC

Jun 30, 26

-20.67K

Activest Wealth Management

Jun 30, 26

-300

Godfrey Financial Associates, Inc.

Jun 30, 26

-29

Massar Capital Management, LP

Jun 30, 26

-31.58K

Advisory Services Network, LLC

Jun 30, 26

-746

Outlook Wealth Advisors, LLC

Jun 30, 26

-35.31K

IMC-Chicago, LLC

Jun 30, 26

-9.19K

Ashton Thomas Private Wealth, LLC

Jun 30, 26

-31

SHP Wealth Management

Jun 30, 26

-143

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-44

COMERICA BANK

6.45K

Dec 31, 25

+3.52K

0.05%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-310

EWG Elevate Inc.

8.73K

Sep 30, 25

+8.73K

0.07%

Family Firm, Inc.

59.56K

Jun 30, 25

-3.50K

0.46%

First Horizon Advisors, Inc.

712

Jun 30, 25

-82

0.01%

PRIVATE CAPITAL MANAGEMENT LLC

134

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

99.52K

Sep 30, 24

-304

0.78%

Raymond James Financial Services Advisors, Inc.

46.87K

Sep 30, 24

-5.01K

0.37%

Annapolis Financial Services, LLC

1.57K

Sep 30, 24

0.01%

Carmichael Hill & Associates, Inc.

334

Sep 30, 24

0.00%

Rain Capital Management, LLC

434

Jun 30, 24

0.00%

CREDIT SUISSE AG/

167.66K

Mar 31, 24

-32.50K

1.31%

Cetera Advisor Networks LLC

10.03K

Mar 31, 24

-1.65K

0.08%

Bartlett & Co. LLC

Dec 31, 23

0.00%

WADE G W & INC

Dec 31, 23

-100.43K

PROVENCE WEALTH MANAGEMENT GROUP

Dec 31, 23

-74

PATHSTONE FAMILY OFFICE, LLC

10.21K

Sep 30, 23

+10.21K

0.08%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

8.36K

Sep 30, 23

-1.32K

0.07%

Veritable, L.P.

10.01K

Jun 30, 23

0.08%

TIAA, FSB

5.79K

Jun 30, 23

0.05%

Kistler-Tiffany Companies, LLC

2.57K

Jun 30, 23

-93

0.02%

Endurance Wealth Management, Inc.

Jun 30, 23

-100

0.00%

Kalos Management, Inc.

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

-95

Baldrige Asset Management LLC

227

Mar 31, 23

0.00%

Sargent Bickham Lagudis LLC

1.03K

Dec 31, 22

0.01%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

0.00%

GOFEN & GLOSSBERG LLC /IL/

Dec 31, 22

-4.33K

Covington Capital Management

17.50K

Sep 30, 22

0.14%

BTR CAPITAL MANAGEMENT INC

12.63K

Sep 30, 22

+300

0.10%

American Portfolios Advisors

1.92K

Sep 30, 22

-402

0.01%

Surevest, LLC

Sep 30, 22

0.00%

FourThought Financial, LLC

Sep 30, 22

-3

Enterprise Trust & Investment Co

370

Jun 30, 22

+370

0.00%

Cordasco Financial Network

210

Jun 30, 22

0.00%

HC FINANCIAL ADVISORS INC

Jun 30, 22

0.00%

Barrett Asset Management, LLC

10.95K

Mar 31, 22

0.09%

KINGS POINT CAPITAL MANAGEMENT

250

Mar 31, 22

+250

0.00%

Lenox Wealth Advisors, LLC

Mar 31, 22

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

Mar 31, 22

-20

STRATEGIC WEALTH MANAGEMENT INC

44.40K

Dec 31, 21

+7.00K

0.35%

NEXT Financial Group, Inc

14.65K

Dec 31, 21

+1.45K

0.11%

Carroll Financial Associates, Inc.

3.22K

Dec 31, 21

-80

0.03%

Crescent Capital Consulting, LLC

300

Dec 31, 21

-200

0.00%

PROFESSIONAL PLANNING

17.49K

Sep 30, 21

-1.83K

0.14%

Psagot Value Holdings Ltd.

2.45K

Sep 30, 21

-123.92K

0.02%

Berman Capital Advisors, LLC

1.01K

Sep 30, 21

0.01%

Sonora Investment Management, LLC

375

Sep 30, 21

+375

0.00%

Geier Asset Management, Inc.

2.73K

Jun 30, 21

0.02%

Winslow, Evans & Crocker, Inc.

5.79K

Dec 31, 20

+23

0.05%

HOWARD CAPITAL MANAGEMENT

3.50K

Dec 31, 20

0.03%

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

43.33K

Sep 30, 20

+14.09K

0.34%

First Allied Advisory Services, Inc.

3.40K

Sep 30, 20

+3.40K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

27.71K

Dec 31, 19

+1.11K

0.22%

Advisor Group, Inc.

7.20K

Dec 31, 19

-296

0.06%

SUNTRUST BANKS INC

32.18K

Sep 30, 19

-2.45K

0.25%

NEXT Financial Holdings

Mar 31, 19

+20

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

602

Sep 30, 18

+403

0.00%

Edge Advisors, LLC

2.56K

Jun 30, 18

+2.56K

0.02%