Invesco Dorsey Wright Momentum ETF(PDP)

$139.39—

Chart

Invesco Dorsey Wright Momentum ETF(PDP)

NASDAQ

$139.39—

Chart Studio

PDP(PDP)

PDP

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 258 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	685.88K	Mar 31, 26	-2.15K	6.25%
RAYMOND JAMES FINANCIAL INC	536.76K	Mar 31, 26	+29.07K	4.89%
WELLS FARGO & COMPANY/MN	411.06K	Mar 31, 26	-21.00K	3.74%
COMMONWEALTH EQUITY SERVICES, LLC	386.49K	Mar 31, 26	-352	3.52%
BANK OF AMERICA CORP /DE/	325.37K	Mar 31, 26	-15.32K	2.96%
ROYAL BANK OF CANADA	306.31K	Mar 31, 26	-5.82K	2.79%
LPL Financial LLC	284.39K	Mar 31, 26	-65.81K	2.59%
STIFEL FINANCIAL CORP	244.56K	Mar 31, 26	-13.11K	2.23%
UBS Group AG	214.41K	Mar 31, 26	+22.07K	1.95%
Summit Financial, LLC	210.65K	Mar 31, 26	-4.38K	1.92%
Janney Montgomery Scott LLC	179.80K	Mar 31, 26	-416	1.64%
Rockefeller Capital Management L.P.	156.19K	Mar 31, 26	+4.90K	1.42%
Prospera Financial Services Inc	139.82K	Mar 31, 26	-25.34K	1.27%
Savant Capital, LLC	132.92K	Mar 31, 26	-2.66K	1.21%
NewSquare Capital LLC	108.12K	Mar 31, 26	-97.28K	0.98%
Strid Group, LLC	107.13K	Mar 31, 26	-1.80K	0.98%
AMERIPRISE FINANCIAL INC	105.93K	Mar 31, 26	-7.49K	0.96%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	75.78K	Mar 31, 26	-31.37K	0.69%
ENVESTNET ASSET MANAGEMENT INC	67.75K	Mar 31, 26	+1.60K	0.62%
NewEdge Advisors, LLC	64.56K	Mar 31, 26	-18.64K	0.59%
ADVISOR GROUP HOLDINGS, INC.	61.95K	Mar 31, 26	-1.57K	0.56%
Cambridge Investment Research Advisors, Inc.	53.27K	Mar 31, 26	-14.75K	0.49%
Tradition Wealth Management, LLC	50.22K	Mar 31, 26	-1.26K	0.46%
MML INVESTORS SERVICES, LLC	48.82K	Mar 31, 26	-5.17K	0.44%
JPMORGAN CHASE & CO	46.56K	Mar 31, 26	-40.13K	0.42%
WILEY BROS.-AINTREE CAPITAL, LLC	43.75K	Mar 31, 26	+1.95K	0.40%
Institute for Wealth Management, LLC.	42.77K	Mar 31, 26	-298	0.39%
BNP PARIBAS ARBITRAGE, SNC	40.00K	Mar 31, 26	--	0.36%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	33.95K	Mar 31, 26	-110	0.31%
Cetera Investment Advisers	29.46K	Mar 31, 26	+1.03K	0.27%
JBR Co Financial Management Inc	29.15K	Mar 31, 26	--	0.27%
MTM Investment Management, LLC	28.98K	Mar 31, 26	-445	0.26%
NBC SECURITIES, INC.	28.59K	Mar 31, 26	+18.69K	0.26%
Farther Finance Advisors, LLC	27.09K	Mar 31, 26	-3.25K	0.25%
B. Riley Wealth Advisors, Inc.	24.74K	Mar 31, 26	-2.50K	0.23%
BLAIR WILLIAM & CO/IL	23.41K	Mar 31, 26	-500	0.21%
EP Wealth Advisors, LLC	22.27K	Mar 31, 26	-924	0.20%
D.A. DAVIDSON & CO.	20.50K	Mar 31, 26	-551	0.19%
Capital Investment Advisory Services, LLC	20.14K	Mar 31, 26	--	0.18%
CALTON & ASSOCIATES, INC.	19.82K	Mar 31, 26	-379	0.18%
Equitable Holdings, Inc.	19.25K	Mar 31, 26	+10.41K	0.18%
MERCER GLOBAL ADVISORS INC /ADV	19.22K	Mar 31, 26	-310	0.18%
LJI Wealth Management, LLC	19.20K	Mar 31, 26	-1.88K	0.17%
TRUIST FINANCIAL CORP	18.21K	Mar 31, 26	-4.97K	0.17%
Waverly Advisors, LLC	18.19K	Mar 31, 26	--	0.17%
Sovereign Financial Group, Inc.	16.77K	Mar 31, 26	--	0.15%
Private Advisory Group LLC	15.96K	Mar 31, 26	+7.42K	0.15%
Snowden Capital Advisors LLC	15.70K	Mar 31, 26	+88	0.14%
Arkadios Wealth Advisors	15.00K	Mar 31, 26	+1.19K	0.14%
Heirloom Wealth Management	14.88K	Mar 31, 26	+14.88K	0.14%
Colony Group, LLC	14.65K	Mar 31, 26	-1.33K	0.13%
PFG Investments, LLC	14.10K	Mar 31, 26	-7.73K	0.13%
Steward Partners Investment Advisory, LLC	13.48K	Mar 31, 26	-2.77K	0.12%
Sowell Financial Services LLC	11.86K	Mar 31, 26	-30	0.11%
BENJAMIN EDWARDS INC	11.65K	Mar 31, 26	+398	0.11%
Kestra Advisory Services, LLC	10.91K	Mar 31, 26	+1.97K	0.10%
KELLY FINANCIAL GROUP LLC	10.91K	Mar 31, 26	-182	0.10%
Bridgewater Advisors Inc.	10.71K	Mar 31, 26	--	0.10%
PMG Wealth Management, Inc.	9.71K	Mar 31, 26	-140	0.09%
FIFTH THIRD BANCORP	9.25K	Mar 31, 26	+8.41K	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	9.17K	Mar 31, 26	+9.17K	0.08%
HB Wealth Management, LLC	8.87K	Mar 31, 26	+550	0.08%
Creative Planning	8.24K	Mar 31, 26	+269	0.08%
Baird Financial Group, Inc.	8.19K	Mar 31, 26	+419	0.07%
STEPHENS INC /AR/	8.17K	Mar 31, 26	-70	0.07%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	8.13K	Mar 31, 26	+200	0.07%
SCOTIA CAPITAL INC.	8.10K	Mar 31, 26	+138	0.07%
FMR LLC	7.67K	Mar 31, 26	+276	0.07%
GOLDMAN SACHS GROUP INC	7.59K	Mar 31, 26	+7.59K	0.07%
Second Half Financial Partners, LLC	7.46K	Mar 31, 26	-34	0.07%
Focus Financial Network, Inc.	7.34K	Mar 31, 26	-64	0.07%
Sanctuary Advisors, LLC	6.71K	Mar 31, 26	+1.39K	0.06%
Mill Creek Capital Advisors, LLC	6.57K	Mar 31, 26	--	0.06%
Merit Financial Group, LLC	6.26K	Mar 31, 26	-362	0.06%
Mullooly Asset Management, Inc.	6.19K	Mar 31, 26	--	0.06%
Quantinno Capital Management LP	6.05K	Mar 31, 26	+1.52K	0.06%
MorganRosel Wealth Management, LLC	6.04K	Mar 31, 26	-15.75K	0.06%
HighTower Advisors, LLC	5.54K	Mar 31, 26	+3.33K	0.05%
Stratos Wealth Partners, LTD.	5.48K	Mar 31, 26	+650	0.05%
Geneos Wealth Management Inc.	5.44K	Mar 31, 26	-96	0.05%
Baker Avenue Asset Management, LP	5.25K	Mar 31, 26	-99	0.05%
Prosperity Financial Group, Inc.	5.17K	Mar 31, 26	--	0.05%
WealthBridge Capital Management, LLC	5.13K	Mar 31, 26	-145	0.05%
CWM, LLC	5.01K	Mar 31, 26	-902	0.05%
Kiker Wealth Management, LLC	4.82K	Mar 31, 26	+4.82K	0.04%
IFP Advisors, Inc	4.64K	Mar 31, 26	+235	0.04%
AQR CAPITAL MANAGEMENT LLC	4.62K	Mar 31, 26	+1.56K	0.04%
PRIVATE TRUST CO NA	4.42K	Mar 31, 26	--	0.04%
Coastal Investment Advisors, Inc.	4.42K	Mar 31, 26	-165	0.04%
Principle Wealth Partners LLC	4.39K	Mar 31, 26	--	0.04%
CIBC WORLD MARKET INC.	4.32K	Mar 31, 26	--	0.04%
Cyndeo Wealth Partners, LLC	4.30K	Mar 31, 26	-496	0.04%
FIRST TRUST ADVISORS LP	4.27K	Mar 31, 26	+4.27K	0.04%
Bryn Mawr Capital Management, LLC	4.05K	Mar 31, 26	--	0.04%
HighPoint Advisor Group LLC	3.89K	Mar 31, 26	-80	0.04%
NWF Advisory Services Inc.	3.88K	Mar 31, 26	+850	0.04%
AlphaCore Capital LLC	3.83K	Mar 31, 26	--	0.03%
CITADEL ADVISORS LLC	3.70K	Mar 31, 26	+3.70K	0.03%
Pine Valley Investments Ltd Liability Co	3.70K	Mar 31, 26	+3.70K	0.03%
JONES FINANCIAL COMPANIES LLLP	3.56K	Mar 31, 26	-283	0.03%
SAPIENT CAPITAL LLC	3.45K	Mar 31, 26	--	0.03%
Spire Wealth Management	3.40K	Mar 31, 26	--	0.03%
JOURNEY STRATEGIC WEALTH LLC	3.35K	Mar 31, 26	--	0.03%
Global Assets Advisory, LLC	3.20K	Mar 31, 26	--	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	3.20K	Mar 31, 26	--	0.03%
Eagle Bay Advisors LLC	3.18K	Mar 31, 26	-338	0.03%
GOLDEN ROAD ADVISORS LLC	3.17K	Mar 31, 26	-60	0.03%
Vise Technologies, Inc.	3.15K	Mar 31, 26	--	0.03%
Castle Rock Wealth Management, LLC	3.13K	Mar 31, 26	--	0.03%
Private Advisor Group, LLC	3.13K	Mar 31, 26	--	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.13K	Mar 31, 26	--	0.03%
Trinity Wealth Management, LLC	3.07K	Mar 31, 26	-374	0.03%
Morling Financial Advisors, LLC	2.93K	Mar 31, 26	--	0.03%
Kingsview Wealth Management, LLC	2.85K	Mar 31, 26	+42	0.03%
Modern Wealth Management, LLC	2.83K	Mar 31, 26	--	0.03%
Brookstone Capital Management	2.82K	Mar 31, 26	--	0.03%
NWAM LLC	2.81K	Mar 31, 26	-50	0.03%
Selective Wealth Management, Inc.	2.80K	Mar 31, 26	--	0.03%
Onyx Bridge Wealth Group LLC	2.77K	Mar 31, 26	--	0.03%
CI Private Wealth, LLC	2.67K	Mar 31, 26	+75	0.02%
Apollon Financial, LLC	2.63K	Mar 31, 26	--	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.60K	Mar 31, 26	+41	0.02%
STRATEGY ASSET MANAGERS LLC	2.59K	Mar 31, 26	--	0.02%
First City Capital Management, Inc.	2.58K	Mar 31, 26	--	0.02%
PACIFIC SUN FINANCIAL CORP	2.56K	Mar 31, 26	-80	0.02%
CITIGROUP INC	2.50K	Mar 31, 26	+238	0.02%
NATIONAL BANK OF CANADA /FI/	2.48K	Mar 31, 26	--	0.02%
JANE STREET GROUP, LLC	2.42K	Mar 31, 26	+2.42K	0.02%
WELCH & FORBES LLC	2.42K	Mar 31, 26	--	0.02%
Keystone Financial Group	2.32K	Mar 31, 26	-46	0.02%
Claris Financial LLC	2.30K	Mar 31, 26	-207	0.02%
CreativeOne Wealth, LLC	2.28K	Mar 31, 26	+405	0.02%
MGO ONE SEVEN LLC	2.21K	Mar 31, 26	+246	0.02%
Koshinski Asset Management, Inc.	2.19K	Mar 31, 26	--	0.02%
Post Resch Tallon Group Inc.	2.12K	Mar 31, 26	--	0.02%
Heritage Trust Co	2.10K	Mar 31, 26	--	0.02%
Delta Investment Management, LLC	2.07K	Mar 31, 26	--	0.02%
AFFINITY WEALTH MANAGEMENT LLC	2.06K	Mar 31, 26	--	0.02%
CWC Advisors, LLC.	2.01K	Mar 31, 26	--	0.02%
Mirador Capital Partners LP	2.00K	Mar 31, 26	--	0.02%
VISTA CAPITAL PARTNERS, INC.	2.00K	Mar 31, 26	--	0.02%
Apollon Wealth Management, LLC	2.00K	Mar 31, 26	-20	0.02%
TWO SIGMA SECURITIES, LLC	1.96K	Mar 31, 26	+1.96K	0.02%
Trueblood Wealth Management, LLC	1.91K	Mar 31, 26	--	0.02%
Concurrent Investment Advisors, LLC	1.90K	Mar 31, 26	+1.90K	0.02%
BankPlus Trust Department	1.83K	Mar 31, 26	--	0.02%
NORTHERN TRUST CORP	1.80K	Mar 31, 26	+1.80K	0.02%
Visionary Wealth Advisors	1.80K	Mar 31, 26	-150	0.02%
Rehmann Capital Advisory Group	1.75K	Mar 31, 26	--	0.02%
ASSETMARK, INC	1.72K	Mar 31, 26	--	0.02%
Bank of New York Mellon Corp	1.70K	Mar 31, 26	+1.70K	0.02%
WestHill Financial Advisors, Inc.	1.69K	Mar 31, 26	+1.69K	0.02%
Advisory Services Network, LLC	1.43K	Mar 31, 26	+1.43K	0.01%
Tower Research Capital LLC (TRC)	1.39K	Mar 31, 26	+1.39K	0.01%
Founders Financial Alliance, LLC	1.38K	Mar 31, 26	+564	0.01%
HARBOUR INVESTMENTS, INC.	1.28K	Mar 31, 26	+687	0.01%
AE Wealth Management LLC	1.22K	Mar 31, 26	-12.89K	0.01%
Wagner Wealth Management, LLC	1.19K	Mar 31, 26	--	0.01%
MCF Advisors LLC	1.14K	Mar 31, 26	--	0.01%
BESSEMER GROUP INC	1.12K	Mar 31, 26	+1.12K	0.01%
Allworth Financial LP	1.02K	Mar 31, 26	--	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	1.01K	Mar 31, 26	+520	0.01%
HHM Wealth Advisors, LLC	913	Mar 31, 26	--	0.01%
Anchor Investment Management, LLC	855	Mar 31, 26	--	0.01%
BRYN MAWR TRUST Co	800	Mar 31, 26	--	0.01%
Western Wealth Management, LLC	742	Mar 31, 26	+742	0.01%
WealthShield Partners, LLC	700	Mar 31, 26	--	0.01%
HAZLETT, BURT & WATSON, INC.	585	Mar 31, 26	--	0.01%
Costello Asset Management, INC	572	Mar 31, 26	--	0.01%
Salomon & Ludwin, LLC	528	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	409	Mar 31, 26	--	0.00%
Capital Investment Counsel, Inc	392	Mar 31, 26	--	0.00%
Operose Advisors LLC	377	Mar 31, 26	+102	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	356	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	332	Mar 31, 26	--	0.00%
BARRETT & COMPANY, INC.	300	Mar 31, 26	--	0.00%
MAI Capital Management	300	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	266	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	252	Mar 31, 26	--	0.00%
Red Tortoise LLC	245	Mar 31, 26	--	0.00%
SILVER OAK SECURITIES, INCORPORATED	207	Mar 31, 26	--	0.00%
LRI Investments, LLC	200	Mar 31, 26	--	0.00%
Frazier Financial Advisors, LLC	174	Mar 31, 26	-167	0.00%
Ritter Daniher Financial Advisory LLC / DE	130	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	114	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	101	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	64	Mar 31, 26	+64	0.00%
Larson Financial Group LLC	57	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	45	Mar 31, 26	--	0.00%
ATLAS CAPITAL ADVISORS LLC	31	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	25	Mar 31, 26	--	0.00%
Register Financial Advisors LLC	12	Mar 31, 26	--	0.00%
Central Pacific Bank - Trust Division	9	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	8	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	7	Mar 31, 26	-31	0.00%
ZRC WEALTH MANAGEMENT, LLC	6	Mar 31, 26	--	0.00%
BlackRock, Inc.	1	Mar 31, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	--	Mar 31, 26	-1.79K	--
Pensionmark Financial Group, LLC	--	Mar 31, 26	-2.40K	--
Kingdom Financial Group LLC.	--	Mar 31, 26	-328	--
Plante Moran Financial Advisors, LLC	--	Mar 31, 26	-96	--
Quest 10 Wealth Builders, Inc.	--	Mar 31, 26	-164	--
Consolidated Planning Corp	--	Mar 31, 26	-4.82K	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-11.87K	--
MGB Wealth Management, LLC	18.97K	Dec 31, 25	-29	0.17%
Global Retirement Partners, LLC	17.41K	Dec 31, 25	-75	0.16%
COMERICA BANK	8.41K	Dec 31, 25	--	0.08%
CIBC Private Wealth Group, LLC	410	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	257	Dec 31, 25	+257	0.00%
SPC Financial, Inc.	3.83K	Sep 30, 25	--	0.03%
Shilanski & Associates, Inc.	2.22K	Sep 30, 25	--	0.02%
WFA Asset Management Corp	100	Sep 30, 25	--	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-3.00K	--
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-5.13K	--
CAROLINAS WEALTH CONSULTING LLC	8.28K	Mar 31, 25	+229	0.08%
Transform Wealth, LLC	--	Mar 31, 25	-2.35K	--
WMS Partners, LLC	7.13K	Dec 31, 24	--	0.06%
Tallon Kerry Patrick	2.00K	Dec 31, 24	+2.00K	0.02%
RAYMOND JAMES & ASSOCIATES	595.14K	Sep 30, 24	+7.93K	5.42%
Gateway Advisory, LLC	212.41K	Sep 30, 24	-780	1.93%
Raymond James Financial Services Advisors, Inc.	114.37K	Sep 30, 24	-6.65K	1.04%
RAYMOND JAMES TRUST N.A.	16.44K	Sep 30, 24	-830	0.15%
Argent Financial Group, Inc.	2.10K	Sep 30, 24	+2.10K	0.02%
Aspire Wealth Management Corp	85	Sep 30, 24	--	0.00%
VitalStone Financial, LLC	5	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	10.73K	Jun 30, 24	+619	0.10%
BUCKINGHAM STRATEGIC WEALTH, LLC	8.68K	Jun 30, 24	--	0.08%
Custom Portfolio Group LLC	2.37K	Jun 30, 24	--	0.02%
Cetera Advisors LLC	16.29K	Mar 31, 24	+4.64K	0.15%
Cetera Advisor Networks LLC	11.43K	Mar 31, 24	--	0.10%
CAMBRIDGE TRUST CO	120	Mar 31, 24	--	0.00%
Rainsberger Wealth Advisors, Inc.	14.47K	Dec 31, 23	-1.35K	0.13%
FOCUS FINANCIAL NETWORK INC /ADV	8.44K	Dec 31, 23	+8.44K	0.08%
DB Wealth Management Group, LLC	2.10K	Dec 31, 23	--	0.02%
Milestone Advisory Partners	30.82K	Sep 30, 23	+1.26K	0.28%
COLONY GROUP LLC	4.74K	Sep 30, 23	--	0.04%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	3.75K	Sep 30, 23	+100	0.03%
Surevest, LLC	2.89K	Sep 30, 22	+3	0.03%
American Portfolios Advisors	361	Sep 30, 22	+361	0.00%
55I, LLC	--	Sep 30, 22	-3.03K	--
B. Riley Wealth Management, Inc.	8.27K	Jun 30, 22	-23	0.08%
Swaine & Leidel Wealth Services, LLC	453	Mar 31, 22	+453	0.00%
Lenox Wealth Advisors, LLC	400	Mar 31, 22	--	0.00%
KINGS POINT CAPITAL MANAGEMENT	141	Mar 31, 22	--	0.00%
Carroll Financial Associates, Inc.	2.60K	Dec 31, 21	-14.70K	0.02%
NEXT Financial Group, Inc	--	Dec 31, 21	-866	--
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17.79K	Jun 30, 21	+541	0.16%
First Allied Advisory Services, Inc.	10.98K	Sep 30, 20	-185	0.10%
Wealthspire Advisors, L.P.	3.11K	Sep 30, 20	+3.11K	0.03%
LifePlan Financial Group, Inc	--	Sep 30, 20	-1.61K	--
Squar Milner Financial Services LLC	405	Mar 31, 20	--	0.00%
Advisor Group, Inc.	232.60K	Dec 31, 19	+39.79K	2.12%
LADENBURG THALMANN FINANCIAL SERVICES INC.	59.09K	Dec 31, 19	-7.00K	0.54%
BB&T SECURITIES, LLC	257.65K	Sep 30, 19	-9.08K	2.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	400	Sep 30, 19	--	0.00%
Live Your Vision, LLC	20.01K	Mar 31, 19	-104	0.18%
HL FINANCIAL SERVICES LLC	11.64K	Mar 31, 19	-58	0.11%
NEXT Financial Holdings	1.80K	Mar 31, 19	+1.80K	0.02%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

MORGAN STANLEY

685.88K

Mar 31, 26

-2.15K

6.25%

RAYMOND JAMES FINANCIAL INC

536.76K

Mar 31, 26

+29.07K

4.89%

WELLS FARGO & COMPANY/MN

411.06K

Mar 31, 26

-21.00K

3.74%

COMMONWEALTH EQUITY SERVICES, LLC

386.49K

Mar 31, 26

-352

3.52%

BANK OF AMERICA CORP /DE/

325.37K

Mar 31, 26

-15.32K

2.96%

ROYAL BANK OF CANADA

306.31K

Mar 31, 26

-5.82K

2.79%

LPL Financial LLC

284.39K

Mar 31, 26

-65.81K

2.59%

STIFEL FINANCIAL CORP

244.56K

Mar 31, 26

-13.11K

2.23%

UBS Group AG

214.41K

Mar 31, 26

+22.07K

1.95%

Summit Financial, LLC

210.65K

Mar 31, 26

-4.38K

1.92%

Janney Montgomery Scott LLC

179.80K

Mar 31, 26

-416

1.64%

Rockefeller Capital Management L.P.

156.19K

Mar 31, 26

+4.90K

1.42%

Prospera Financial Services Inc

139.82K

Mar 31, 26

-25.34K

1.27%

Savant Capital, LLC

132.92K

Mar 31, 26

-2.66K

1.21%

NewSquare Capital LLC

108.12K

Mar 31, 26

-97.28K

0.98%

Strid Group, LLC

107.13K

Mar 31, 26

-1.80K

0.98%

AMERIPRISE FINANCIAL INC

105.93K

Mar 31, 26

-7.49K

0.96%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

75.78K

Mar 31, 26

-31.37K

0.69%

ENVESTNET ASSET MANAGEMENT INC

67.75K

Mar 31, 26

+1.60K

0.62%

NewEdge Advisors, LLC

64.56K

Mar 31, 26

-18.64K

0.59%

ADVISOR GROUP HOLDINGS, INC.

61.95K

Mar 31, 26

-1.57K

0.56%

Cambridge Investment Research Advisors, Inc.

53.27K

Mar 31, 26

-14.75K

0.49%

Tradition Wealth Management, LLC

50.22K

Mar 31, 26

-1.26K

0.46%

MML INVESTORS SERVICES, LLC

48.82K

Mar 31, 26

-5.17K

0.44%

JPMORGAN CHASE & CO

46.56K

Mar 31, 26

-40.13K

0.42%

WILEY BROS.-AINTREE CAPITAL, LLC

43.75K

Mar 31, 26

+1.95K

0.40%

Institute for Wealth Management, LLC.

42.77K

Mar 31, 26

-298

0.39%

BNP PARIBAS ARBITRAGE, SNC

40.00K

Mar 31, 26

0.36%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

33.95K

Mar 31, 26

-110

0.31%

Cetera Investment Advisers

29.46K

Mar 31, 26

+1.03K

0.27%

JBR Co Financial Management Inc

29.15K

Mar 31, 26

0.27%

MTM Investment Management, LLC

28.98K

Mar 31, 26

-445

0.26%

NBC SECURITIES, INC.

28.59K

Mar 31, 26

+18.69K

0.26%

Farther Finance Advisors, LLC

27.09K

Mar 31, 26

-3.25K

0.25%

B. Riley Wealth Advisors, Inc.

24.74K

Mar 31, 26

-2.50K

0.23%

BLAIR WILLIAM & CO/IL

23.41K

Mar 31, 26

-500

0.21%

EP Wealth Advisors, LLC

22.27K

Mar 31, 26

-924

0.20%

D.A. DAVIDSON & CO.

20.50K

Mar 31, 26

-551

0.19%

Capital Investment Advisory Services, LLC

20.14K

Mar 31, 26

0.18%

CALTON & ASSOCIATES, INC.

19.82K

Mar 31, 26

-379

0.18%

Equitable Holdings, Inc.

19.25K

Mar 31, 26

+10.41K

0.18%

MERCER GLOBAL ADVISORS INC /ADV

19.22K

Mar 31, 26

-310

0.18%

LJI Wealth Management, LLC

19.20K

Mar 31, 26

-1.88K

0.17%

TRUIST FINANCIAL CORP

18.21K

Mar 31, 26

-4.97K

0.17%

Waverly Advisors, LLC

18.19K

Mar 31, 26

0.17%

Sovereign Financial Group, Inc.

16.77K

Mar 31, 26

0.15%

Private Advisory Group LLC

15.96K

Mar 31, 26

+7.42K

0.15%

Snowden Capital Advisors LLC

15.70K

Mar 31, 26

+88

0.14%

Arkadios Wealth Advisors

15.00K

Mar 31, 26

+1.19K

0.14%

Heirloom Wealth Management

14.88K

Mar 31, 26

+14.88K

0.14%

Colony Group, LLC

14.65K

Mar 31, 26

-1.33K

0.13%

PFG Investments, LLC

14.10K

Mar 31, 26

-7.73K

0.13%

Steward Partners Investment Advisory, LLC

13.48K

Mar 31, 26

-2.77K

0.12%

Sowell Financial Services LLC

11.86K

Mar 31, 26

-30

0.11%

BENJAMIN EDWARDS INC

11.65K

Mar 31, 26

+398

0.11%

Kestra Advisory Services, LLC

10.91K

Mar 31, 26

+1.97K

0.10%

KELLY FINANCIAL GROUP LLC

10.91K

Mar 31, 26

-182

0.10%

Bridgewater Advisors Inc.

10.71K

Mar 31, 26

0.10%

PMG Wealth Management, Inc.

9.71K

Mar 31, 26

-140

0.09%

FIFTH THIRD BANCORP

9.25K

Mar 31, 26

+8.41K

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

9.17K

Mar 31, 26

+9.17K

0.08%

HB Wealth Management, LLC

8.87K

Mar 31, 26

+550

0.08%

Creative Planning

8.24K

Mar 31, 26

+269

0.08%

Baird Financial Group, Inc.

8.19K

Mar 31, 26

+419

0.07%

STEPHENS INC /AR/

8.17K

Mar 31, 26

-70

0.07%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

8.13K

Mar 31, 26

+200

0.07%

SCOTIA CAPITAL INC.

8.10K

Mar 31, 26

+138

0.07%

FMR LLC

7.67K

Mar 31, 26

+276

0.07%

GOLDMAN SACHS GROUP INC

7.59K

Mar 31, 26

+7.59K

0.07%

Second Half Financial Partners, LLC

7.46K

Mar 31, 26

-34

0.07%

Focus Financial Network, Inc.

7.34K

Mar 31, 26

-64

0.07%

Sanctuary Advisors, LLC

6.71K

Mar 31, 26

+1.39K

0.06%

Mill Creek Capital Advisors, LLC

6.57K

Mar 31, 26

0.06%

Merit Financial Group, LLC

6.26K

Mar 31, 26

-362

0.06%

Mullooly Asset Management, Inc.

6.19K

Mar 31, 26

0.06%

Quantinno Capital Management LP

6.05K

Mar 31, 26

+1.52K

0.06%

MorganRosel Wealth Management, LLC

6.04K

Mar 31, 26

-15.75K

0.06%

HighTower Advisors, LLC

5.54K

Mar 31, 26

+3.33K

0.05%

Stratos Wealth Partners, LTD.

5.48K

Mar 31, 26

+650

0.05%

Geneos Wealth Management Inc.

5.44K

Mar 31, 26

-96

0.05%

Baker Avenue Asset Management, LP

5.25K

Mar 31, 26

-99

0.05%

Prosperity Financial Group, Inc.

5.17K

Mar 31, 26

0.05%

WealthBridge Capital Management, LLC

5.13K

Mar 31, 26

-145

0.05%

CWM, LLC

5.01K

Mar 31, 26

-902

0.05%

Kiker Wealth Management, LLC

4.82K

Mar 31, 26

+4.82K

0.04%

IFP Advisors, Inc

4.64K

Mar 31, 26

+235

0.04%

AQR CAPITAL MANAGEMENT LLC

4.62K

Mar 31, 26

+1.56K

0.04%

PRIVATE TRUST CO NA

4.42K

Mar 31, 26

0.04%

Coastal Investment Advisors, Inc.

4.42K

Mar 31, 26

-165

0.04%

Principle Wealth Partners LLC

4.39K

Mar 31, 26

0.04%

CIBC WORLD MARKET INC.

4.32K

Mar 31, 26

0.04%

Cyndeo Wealth Partners, LLC

4.30K

Mar 31, 26

-496

0.04%

FIRST TRUST ADVISORS LP

4.27K

Mar 31, 26

+4.27K

0.04%

Bryn Mawr Capital Management, LLC

4.05K

Mar 31, 26

0.04%

HighPoint Advisor Group LLC

3.89K

Mar 31, 26

-80

0.04%

NWF Advisory Services Inc.

3.88K

Mar 31, 26

+850

0.04%

AlphaCore Capital LLC

3.83K

Mar 31, 26

0.03%

CITADEL ADVISORS LLC

3.70K

Mar 31, 26

+3.70K

0.03%

Pine Valley Investments Ltd Liability Co

3.70K

Mar 31, 26

+3.70K

0.03%

JONES FINANCIAL COMPANIES LLLP

3.56K

Mar 31, 26

-283

0.03%

SAPIENT CAPITAL LLC

3.45K

Mar 31, 26

0.03%

Spire Wealth Management

3.40K

Mar 31, 26

0.03%

JOURNEY STRATEGIC WEALTH LLC

3.35K

Mar 31, 26

0.03%

Global Assets Advisory, LLC

3.20K

Mar 31, 26

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

3.20K

Mar 31, 26

0.03%

Eagle Bay Advisors LLC

3.18K

Mar 31, 26

-338

0.03%

GOLDEN ROAD ADVISORS LLC

3.17K

Mar 31, 26

-60

0.03%

Vise Technologies, Inc.

3.15K

Mar 31, 26

0.03%

Castle Rock Wealth Management, LLC

3.13K

Mar 31, 26

0.03%

Private Advisor Group, LLC

3.13K

Mar 31, 26

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.13K

Mar 31, 26

0.03%

Trinity Wealth Management, LLC

3.07K

Mar 31, 26

-374

0.03%

Morling Financial Advisors, LLC

2.93K

Mar 31, 26

0.03%

Kingsview Wealth Management, LLC

2.85K

Mar 31, 26

+42

0.03%

Modern Wealth Management, LLC

2.83K

Mar 31, 26

0.03%

Brookstone Capital Management

2.82K

Mar 31, 26

0.03%

NWAM LLC

2.81K

Mar 31, 26

-50

0.03%

Selective Wealth Management, Inc.

2.80K

Mar 31, 26

0.03%

Onyx Bridge Wealth Group LLC

2.77K

Mar 31, 26

0.03%

CI Private Wealth, LLC

2.67K

Mar 31, 26

+75

0.02%

Apollon Financial, LLC

2.63K

Mar 31, 26

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.60K

Mar 31, 26

+41

0.02%

STRATEGY ASSET MANAGERS LLC

2.59K

Mar 31, 26

0.02%

First City Capital Management, Inc.

2.58K

Mar 31, 26

0.02%

PACIFIC SUN FINANCIAL CORP

2.56K

Mar 31, 26

-80

0.02%

CITIGROUP INC

2.50K

Mar 31, 26

+238

0.02%

NATIONAL BANK OF CANADA /FI/

2.48K

Mar 31, 26

0.02%

JANE STREET GROUP, LLC

2.42K

Mar 31, 26

+2.42K

0.02%

WELCH & FORBES LLC

2.42K

Mar 31, 26

0.02%

Keystone Financial Group

2.32K

Mar 31, 26

-46

0.02%

Claris Financial LLC

2.30K

Mar 31, 26

-207

0.02%

CreativeOne Wealth, LLC

2.28K

Mar 31, 26

+405

0.02%

MGO ONE SEVEN LLC

2.21K

Mar 31, 26

+246

0.02%

Koshinski Asset Management, Inc.

2.19K

Mar 31, 26

0.02%

Post Resch Tallon Group Inc.

2.12K

Mar 31, 26

0.02%

Heritage Trust Co

2.10K

Mar 31, 26

0.02%

Delta Investment Management, LLC

2.07K

Mar 31, 26

0.02%

AFFINITY WEALTH MANAGEMENT LLC

2.06K

Mar 31, 26

0.02%

CWC Advisors, LLC.

2.01K

Mar 31, 26

0.02%

Mirador Capital Partners LP

2.00K

Mar 31, 26

0.02%

VISTA CAPITAL PARTNERS, INC.

2.00K

Mar 31, 26

0.02%

Apollon Wealth Management, LLC

2.00K

Mar 31, 26

-20

0.02%

TWO SIGMA SECURITIES, LLC

1.96K

Mar 31, 26

+1.96K

0.02%

Trueblood Wealth Management, LLC

1.91K

Mar 31, 26

0.02%

Concurrent Investment Advisors, LLC

1.90K

Mar 31, 26

+1.90K

0.02%

BankPlus Trust Department

1.83K

Mar 31, 26

0.02%

NORTHERN TRUST CORP

1.80K

Mar 31, 26

+1.80K

0.02%

Visionary Wealth Advisors

1.80K

Mar 31, 26

-150

0.02%

Rehmann Capital Advisory Group

1.75K

Mar 31, 26

0.02%

ASSETMARK, INC

1.72K

Mar 31, 26

0.02%

Bank of New York Mellon Corp

1.70K

Mar 31, 26

+1.70K

0.02%

WestHill Financial Advisors, Inc.

1.69K

Mar 31, 26

+1.69K

0.02%

Advisory Services Network, LLC

1.43K

Mar 31, 26

+1.43K

0.01%

Tower Research Capital LLC (TRC)

1.39K

Mar 31, 26

+1.39K

0.01%

Founders Financial Alliance, LLC

1.38K

Mar 31, 26

+564

0.01%

HARBOUR INVESTMENTS, INC.

1.28K

Mar 31, 26

+687

0.01%

AE Wealth Management LLC

1.22K

Mar 31, 26

-12.89K

0.01%

Wagner Wealth Management, LLC

1.19K

Mar 31, 26

0.01%

MCF Advisors LLC

1.14K

Mar 31, 26

0.01%

BESSEMER GROUP INC

1.12K

Mar 31, 26

+1.12K

0.01%

Allworth Financial LP

1.02K

Mar 31, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

1.01K

Mar 31, 26

+520

0.01%

HHM Wealth Advisors, LLC

913

Mar 31, 26

0.01%

Anchor Investment Management, LLC

855

Mar 31, 26

0.01%

BRYN MAWR TRUST Co

800

Mar 31, 26

0.01%

Western Wealth Management, LLC

742

Mar 31, 26

+742

0.01%

WealthShield Partners, LLC

700

Mar 31, 26

0.01%

HAZLETT, BURT & WATSON, INC.

585

Mar 31, 26

0.01%

Costello Asset Management, INC

572

Mar 31, 26

0.01%

Salomon & Ludwin, LLC

528

Mar 31, 26

0.00%

Parallel Advisors, LLC

409

Mar 31, 26

0.00%

Capital Investment Counsel, Inc

392

Mar 31, 26

0.00%

Operose Advisors LLC

377

Mar 31, 26

+102

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

356

Mar 31, 26

0.00%

Root Financial Partners, LLC

332

Mar 31, 26

0.00%

BARRETT & COMPANY, INC.

300

Mar 31, 26

0.00%

MAI Capital Management

300

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

266

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

252

Mar 31, 26

0.00%

Red Tortoise LLC

245

Mar 31, 26

0.00%

SILVER OAK SECURITIES, INCORPORATED

207

Mar 31, 26

0.00%

LRI Investments, LLC

200

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

174

Mar 31, 26

-167

0.00%

Ritter Daniher Financial Advisory LLC / DE

130

Mar 31, 26

0.00%

Bogart Wealth, LLC

114

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

101

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+64

0.00%

Larson Financial Group LLC

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

Mar 31, 26

0.00%

ATLAS CAPITAL ADVISORS LLC

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

0.00%

Mar 31, 26

0.00%

Central Pacific Bank - Trust Division

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

-31

0.00%

ZRC WEALTH MANAGEMENT, LLC

Mar 31, 26

0.00%

BlackRock, Inc.

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Mar 31, 26

-1.79K

Pensionmark Financial Group, LLC

Mar 31, 26

-2.40K

Kingdom Financial Group LLC.

Mar 31, 26

-328

Plante Moran Financial Advisors, LLC

Mar 31, 26

-96

Quest 10 Wealth Builders, Inc.

Mar 31, 26

-164

Consolidated Planning Corp

Mar 31, 26

-4.82K

Lloyd Advisory Services, LLC.

Mar 31, 26

-11.87K

MGB Wealth Management, LLC

18.97K

Dec 31, 25

-29

0.17%

Global Retirement Partners, LLC

17.41K

Dec 31, 25

-75

0.16%

COMERICA BANK

8.41K

Dec 31, 25

0.08%

CIBC Private Wealth Group, LLC

410

Dec 31, 25

0.00%

SageView Advisory Group, LLC

257

Dec 31, 25

+257

0.00%

SPC Financial, Inc.

3.83K

Sep 30, 25

0.03%

Shilanski & Associates, Inc.

2.22K

Sep 30, 25

0.02%

WFA Asset Management Corp

100

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-3.00K

Atria Wealth Solutions, Inc.

Jun 30, 25

-5.13K

CAROLINAS WEALTH CONSULTING LLC

8.28K

Mar 31, 25

+229

0.08%

Transform Wealth, LLC

Mar 31, 25

-2.35K

WMS Partners, LLC

7.13K

Dec 31, 24

0.06%

Tallon Kerry Patrick

2.00K

Dec 31, 24

+2.00K

0.02%

RAYMOND JAMES & ASSOCIATES

595.14K

Sep 30, 24

+7.93K

5.42%

Gateway Advisory, LLC

212.41K

Sep 30, 24

-780

1.93%

Raymond James Financial Services Advisors, Inc.

114.37K

Sep 30, 24

-6.65K

1.04%

RAYMOND JAMES TRUST N.A.

16.44K

Sep 30, 24

-830

0.15%

Argent Financial Group, Inc.

2.10K

Sep 30, 24

+2.10K

0.02%

Aspire Wealth Management Corp

Sep 30, 24

0.00%

VitalStone Financial, LLC

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

10.73K

Jun 30, 24

+619

0.10%

BUCKINGHAM STRATEGIC WEALTH, LLC

8.68K

Jun 30, 24

0.08%

Custom Portfolio Group LLC

2.37K

Jun 30, 24

0.02%

Cetera Advisors LLC

16.29K

Mar 31, 24

+4.64K

0.15%

Cetera Advisor Networks LLC

11.43K

Mar 31, 24

0.10%

CAMBRIDGE TRUST CO

120

Mar 31, 24

0.00%

Rainsberger Wealth Advisors, Inc.

14.47K

Dec 31, 23

-1.35K

0.13%

FOCUS FINANCIAL NETWORK INC /ADV

8.44K

Dec 31, 23

+8.44K

0.08%

DB Wealth Management Group, LLC

2.10K

Dec 31, 23

0.02%

Milestone Advisory Partners

30.82K

Sep 30, 23

+1.26K

0.28%

COLONY GROUP LLC

4.74K

Sep 30, 23

0.04%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

3.75K

Sep 30, 23

+100

0.03%

Surevest, LLC

2.89K

Sep 30, 22

0.03%

American Portfolios Advisors

361

Sep 30, 22

+361

0.00%

55I, LLC

Sep 30, 22

-3.03K

B. Riley Wealth Management, Inc.

8.27K

Jun 30, 22

-23

0.08%

Swaine & Leidel Wealth Services, LLC

453

Mar 31, 22

+453

0.00%

Lenox Wealth Advisors, LLC

400

Mar 31, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

141

Mar 31, 22

0.00%

Carroll Financial Associates, Inc.

2.60K

Dec 31, 21

-14.70K

0.02%

NEXT Financial Group, Inc

Dec 31, 21

-866

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

17.79K

Jun 30, 21

+541

0.16%

First Allied Advisory Services, Inc.

10.98K

Sep 30, 20

-185

0.10%

Wealthspire Advisors, L.P.

3.11K

Sep 30, 20

+3.11K

0.03%

LifePlan Financial Group, Inc

Sep 30, 20

-1.61K

Squar Milner Financial Services LLC

405

Mar 31, 20

0.00%

Advisor Group, Inc.

232.60K

Dec 31, 19

+39.79K

2.12%

LADENBURG THALMANN FINANCIAL SERVICES INC.

59.09K

Dec 31, 19

-7.00K

0.54%

BB&T SECURITIES, LLC

257.65K

Sep 30, 19

-9.08K

2.35%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

400

Sep 30, 19

0.00%

Live Your Vision, LLC

20.01K

Mar 31, 19

-104

0.18%

HL FINANCIAL SERVICES LLC

11.64K

Mar 31, 19

-58

0.11%

NEXT Financial Holdings

1.80K

Mar 31, 19

+1.80K

0.02%