Invesco High Yield Equity Dividend Achievers ETF(PEY)

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Invesco High Yield Equity Dividend Achievers ETF(PEY)

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$25.12—

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PEY(PEY)

PEY

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Institutional Ownership

Top 251 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	4.50M	Jun 30, 26	-42.73K	9.64%
MORGAN STANLEY	2.40M	Jun 30, 26	+14.10K	5.14%
LPL Financial LLC	1.35M	Jun 30, 26	-8.81K	2.89%
WELLS FARGO & COMPANY/MN	948.15K	Jun 30, 26	+33.51K	2.03%
RAYMOND JAMES FINANCIAL INC	655.74K	Jun 30, 26	+17.80K	1.40%
Cetera Investment Advisers	395.56K	Jun 30, 26	-16.99K	0.85%
Investors Research Corp	389.73K	Jun 30, 26	+12.52K	0.83%
TWO SIGMA INVESTMENTS, LP	313.70K	Jun 30, 26	+55.70K	0.67%
UBS Group AG	311.99K	Jun 30, 26	-13.64K	0.67%
JONES FINANCIAL COMPANIES LLLP	270.62K	Jun 30, 26	+15.01K	0.58%
Good Steward Wealth Advisors,LLC	217.98K	Jun 30, 26	-3.46K	0.47%
ROYAL BANK OF CANADA	208.58K	Jun 30, 26	-46.22K	0.45%
Salomon & Ludwin, LLC	203.97K	Jun 30, 26	-1.21K	0.44%
AMERIPRISE FINANCIAL INC	195.85K	Jun 30, 26	-8.62K	0.42%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	191.31K	Jun 30, 26	-8.04K	0.41%
MAI Capital Management	175.00K	Jun 30, 26	+171.32K	0.37%
Capital Advisors, Ltd. LLC	169.23K	Jun 30, 26	-962	0.36%
ADVISOR GROUP HOLDINGS, INC.	168.24K	Jun 30, 26	+15.52K	0.36%
AlphaCore Capital LLC	167.76K	Jun 30, 26	-2.27K	0.36%
FOUNDERS GROVE WEALTH PARTNERS, LLC	158.93K	Jun 30, 26	-6.07K	0.34%
GHP Investment Advisors, Inc.	138.49K	Jun 30, 26	+894	0.30%
COMMONWEALTH EQUITY SERVICES, LLC	138.03K	Jun 30, 26	+3.83K	0.30%
IFP Advisors, Inc	120.57K	Jun 30, 26	-2.42K	0.26%
Cresta Advisors, Ltd.	120.23K	Jun 30, 26	-7.56K	0.26%
Sanctuary Advisors, LLC	119.09K	Jun 30, 26	+1.76K	0.25%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	108.84K	Jun 30, 26	+2.32K	0.23%
Beacon Pointe Advisors, LLC	105.83K	Jun 30, 26	+41.67K	0.23%
Resources Investment Advisors, LLC.	103.96K	Jun 30, 26	+2.63K	0.22%
GOLDMAN SACHS GROUP INC	98.31K	Jun 30, 26	+6.87K	0.21%
Cambridge Investment Research Advisors, Inc.	97.83K	Jun 30, 26	-5.87K	0.21%
Aspire Capital Advisors LLC	93.65K	Jun 30, 26	+25.09K	0.20%
STIFEL FINANCIAL CORP	91.62K	Jun 30, 26	+91.62K	0.20%
Wealth Alliance	86.32K	Jun 30, 26	-475	0.18%
IHT Wealth Management, LLC	82.30K	Jun 30, 26	+18.77K	0.18%
Equitable Holdings, Inc.	81.97K	Jun 30, 26	+2	0.18%
Brick & Kyle, Associates	78.97K	Jun 30, 26	--	0.17%
CAPTRUST FINANCIAL ADVISORS	74.03K	Jun 30, 26	-1.11K	0.16%
FIFTH THIRD BANCORP	71.88K	Jun 30, 26	-5.11K	0.15%
Private Advisor Group, LLC	70.41K	Jun 30, 26	+1.65K	0.15%
ENVESTNET ASSET MANAGEMENT INC	68.67K	Jun 30, 26	-64.38K	0.15%
Axis Wealth Partners, LLC	59.53K	Jun 30, 26	-2.65K	0.13%
MML INVESTORS SERVICES, LLC	54.72K	Jun 30, 26	+3.26K	0.12%
JOHNSON INVESTMENT COUNSEL INC	52.17K	Jun 30, 26	--	0.11%
Janney Montgomery Scott LLC	48.78K	Jun 30, 26	-410	0.10%
New Insight Wealth Advisors	46.62K	Jun 30, 26	+13.32K	0.10%
Virtu Financial LLC	45.42K	Jun 30, 26	+7.67K	0.10%
SouthState Corp	43.05K	Jun 30, 26	+10.47K	0.09%
Waverly Advisors, LLC	42.91K	Jun 30, 26	-25.14K	0.09%
NewEdge Advisors, LLC	42.15K	Jun 30, 26	+8.50K	0.09%
SRS Capital Advisors, Inc.	41.96K	Jun 30, 26	+158	0.09%
AdvisorNet Financial, Inc	41.74K	Jun 30, 26	-40.07K	0.09%
Prospera Financial Services Inc	40.13K	Jun 30, 26	-1.54K	0.09%
BARRETT & COMPANY, INC.	38.99K	Jun 30, 26	+109	0.08%
Rockefeller Capital Management L.P.	37.01K	Jun 30, 26	+1.45K	0.08%
PRINCIPAL SECURITIES, INC.	36.74K	Jun 30, 26	+4.78K	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	36.32K	Jun 30, 26	-9.56K	0.08%
KINGSWOOD WEALTH ADVISORS, LLC	35.39K	Jun 30, 26	-2.98K	0.08%
Creative Planning	35.19K	Jun 30, 26	+2.28K	0.08%
OXFORD FINANCIAL GROUP LTD	34.51K	Jun 30, 26	--	0.07%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	33.83K	Jun 30, 26	-8.83K	0.07%
Mariner, LLC	32.76K	Jun 30, 26	-10.70K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	32.55K	Jun 30, 26	+136	0.07%
NWF Advisory Services Inc.	32.04K	Jun 30, 26	+155	0.07%
Stolper Co	31.87K	Jun 30, 26	+18.11K	0.07%
BKM Wealth Management, LLC	30.66K	Jun 30, 26	-1.09K	0.07%
City State Bank	30.35K	Jun 30, 26	+2.00K	0.06%
FMR LLC	30.13K	Jun 30, 26	-1.33K	0.06%
HARBOUR INVESTMENTS, INC.	29.81K	Jun 30, 26	+76	0.06%
GLOBALT Investments LLC / GA	29.21K	Jun 30, 26	-1.41K	0.06%
AFT, FORSYTH & COMPANY, INC.	27.66K	Jun 30, 26	-5.67K	0.06%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	25.77K	Jun 30, 26	-10.55K	0.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	25.29K	Jun 30, 26	-217	0.05%
First PREMIER Bank	24.68K	Jun 30, 26	-1.18K	0.05%
Institute for Wealth Management, LLC.	24.45K	Jun 30, 26	--	0.05%
RMB Capital Management, LLC	24.45K	Jun 30, 26	--	0.05%
PFG Advisors	24.33K	Jun 30, 26	-1.43K	0.05%
Sovereign Financial Group, Inc.	21.62K	Jun 30, 26	+1.42K	0.05%
Colonial Trust Co / SC	20.86K	Jun 30, 26	-88	0.04%
Cerity Partners LLC	19.35K	Jun 30, 26	+155	0.04%
TRUIST FINANCIAL CORP	18.52K	Jun 30, 26	-400	0.04%
Meridian Wealth Management, LLC	16.80K	Jun 30, 26	-500	0.04%
Dynamic Advisor Solutions LLC	16.77K	Jun 30, 26	-277	0.04%
Kovack Advisors, Inc.	16.34K	Jun 30, 26	+4	0.03%
Revisor Wealth Management LLC	15.96K	Jun 30, 26	--	0.03%
Capital Investment Advisory Services, LLC	15.68K	Jun 30, 26	+4	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	15.29K	Jun 30, 26	+723	0.03%
SAX WEALTH ADVISORS, LLC	14.50K	Jun 30, 26	--	0.03%
Wedmont Private Capital	14.49K	Jun 30, 26	-4.40K	0.03%
EP Wealth Advisors, LLC	14.39K	Jun 30, 26	+14.39K	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	14.16K	Jun 30, 26	+14.16K	0.03%
MINDSET WEALTH MANAGEMENT, LLC	14.04K	Jun 30, 26	-502	0.03%
Kestra Advisory Services, LLC	13.93K	Jun 30, 26	-314	0.03%
Ameritas Advisory Services, LLC	13.09K	Jun 30, 26	+13.09K	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	13.02K	Jun 30, 26	+8	0.03%
Sowell Financial Services LLC	12.84K	Jun 30, 26	-250	0.03%
Chicago Partners Investment Group LLC	12.79K	Jun 30, 26	+143	0.03%
PRECEDENT WEALTH PARTNERS, LLC	12.73K	Jun 30, 26	-2.48K	0.03%
D. E. Shaw & Co., Inc.	12.51K	Jun 30, 26	+12.51K	0.03%
Creekside Partners	12.44K	Jun 30, 26	--	0.03%
Snowden Capital Advisors LLC	12.26K	Jun 30, 26	--	0.03%
David J Yvars Group	11.80K	Jun 30, 26	--	0.03%
MATHER GROUP, LLC.	11.50K	Jun 30, 26	--	0.02%
CITADEL ADVISORS LLC	11.43K	Jun 30, 26	+11.43K	0.02%
Signal Advisors Wealth, LLC	10.77K	Jun 30, 26	+715	0.02%
Stratos Wealth Partners, LTD.	10.62K	Jun 30, 26	--	0.02%
Colony Group, LLC	10.55K	Jun 30, 26	-2	0.02%
Brookwood Investment Group LLC	10.54K	Jun 30, 26	--	0.02%
Kingsview Wealth Management, LLC	10.34K	Jun 30, 26	-834	0.02%
Opus Capital Group, LLC	9.92K	Jun 30, 26	--	0.02%
Global Retirement Partners, LLC	9.91K	Jun 30, 26	+9.91K	0.02%
Herold Advisors, Inc.	9.91K	Jun 30, 26	+3	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	9.51K	Jun 30, 26	+9.51K	0.02%
Belpointe Asset Management LLC	8.85K	Jun 30, 26	+8.85K	0.02%
Western Wealth Management, LLC	8.82K	Jun 30, 26	--	0.02%
NTV ASSET MANAGEMENT LLC	8.79K	Jun 30, 26	+8.79K	0.02%
B. Riley Wealth Advisors, Inc.	8.67K	Jun 30, 26	+8.67K	0.02%
IFG Advisory, LLC	8.47K	Jun 30, 26	+8.47K	0.02%
Steward Partners Investment Advisory, LLC	8.05K	Jun 30, 26	-7.00K	0.02%
JPMORGAN CHASE & CO	7.33K	Jun 30, 26	-4.38K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	6.54K	Jun 30, 26	+6.54K	0.01%
Kozak & Associates, Inc.	5.82K	Jun 30, 26	+69	0.01%
Cassaday & Co Wealth Management LLC	5.36K	Jun 30, 26	--	0.01%
New Republic Capital, LLC	5.32K	Jun 30, 26	--	0.01%
Federation des caisses Desjardins du Quebec	5.18K	Jun 30, 26	--	0.01%
Tower Research Capital LLC (TRC)	5.03K	Jun 30, 26	+2.83K	0.01%
PRIVATE TRUST CO NA	4.77K	Jun 30, 26	-389	0.01%
Clearstead Advisors, LLC	4.77K	Jun 30, 26	+1	0.01%
NBC SECURITIES, INC.	4.72K	Jun 30, 26	+2.48K	0.01%
Crews Bank & Trust	4.69K	Jun 30, 26	--	0.01%
MeadowBrook Investment Advisors LLC	4.40K	Jun 30, 26	+4.40K	0.01%
Cornerstone Planning Group LLC	3.75K	Jun 30, 26	+27	0.01%
JPL Wealth Management, LLC	3.54K	Jun 30, 26	--	0.01%
Aptus Capital Advisors, LLC	3.27K	Jun 30, 26	--	0.01%
Integrated Wealth Concepts LLC	2.88K	Jun 30, 26	+2.88K	0.01%
Spire Wealth Management	2.84K	Jun 30, 26	+1.12K	0.01%
AE Wealth Management LLC	2.77K	Jun 30, 26	--	0.01%
Geneos Wealth Management Inc.	2.50K	Jun 30, 26	--	0.01%
Family Management Corp	2.00K	Jun 30, 26	--	0.00%
Hurley Capital, LLC	2.00K	Jun 30, 26	--	0.00%
GLENMEDE TRUST CO NA	2.00K	Jun 30, 26	-2.02K	0.00%
Wagner Wealth Management, LLC	1.99K	Jun 30, 26	+23	0.00%
Founders Financial Alliance, LLC	1.96K	Jun 30, 26	+1.96K	0.00%
Millstone Evans Group, LLC	1.52K	Jun 30, 26	--	0.00%
RICHARDS, MERRILL & PETERSON, INC.	1.46K	Jun 30, 26	--	0.00%
BlackRock, Inc.	1.35K	Jun 30, 26	+550	0.00%
Farther Finance Advisors, LLC	1.19K	Jun 30, 26	-1.29K	0.00%
Rialto Wealth Management, LLC	1.17K	Jun 30, 26	--	0.00%
SIMPLEX TRADING, LLC	1.15K	Jun 30, 26	+1.15K	0.00%
NBT BANK N A /NY	1.14K	Jun 30, 26	--	0.00%
US BANCORP \DE\	1.02K	Jun 30, 26	+1.02K	0.00%
Larson Financial Group LLC	1.00K	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	1.00K	Jun 30, 26	--	0.00%
LGT Financial Advisors LLC	1.00K	Jun 30, 26	--	0.00%
Advanced Asset Management Advisors Inc	940	Jun 30, 26	--	0.00%
HOEY INVESTMENTS, INC	868	Jun 30, 26	--	0.00%
Caitlin John, LLC	800	Jun 30, 26	+800	0.00%
CVA Family Office, LLC	798	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	716	Jun 30, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	674	Jun 30, 26	-13.62K	0.00%
BANK OF MONTREAL /CAN/	546	Jun 30, 26	--	0.00%
LOWE BROCKENBROUGH & CO INC	512	Jun 30, 26	--	0.00%
HOWE & RUSLING INC	481	Jun 30, 26	+481	0.00%
Fortitude Family Office, LLC	397	Jun 30, 26	-1.00K	0.00%
Vermillion Wealth Management, Inc.	369	Jun 30, 26	--	0.00%
Strategic Investment Solutions, Inc. /IL	300	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	295	Jun 30, 26	+295	0.00%
Newbridge Financial Services Group, Inc.	250	Jun 30, 26	+250	0.00%
Princeton Global Asset Management LLC	231	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	189	Jun 30, 26	+2	0.00%
ASSETMARK, INC	172	Jun 30, 26	--	0.00%
Dogwood Wealth Management LLC	118	Jun 30, 26	+1	0.00%
Allworth Financial LP	111	Jun 30, 26	-702	0.00%
Key FInancial Inc	103	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	103	Jun 30, 26	--	0.00%
Transamerica Financial Advisors, Inc.	99	Jun 30, 26	-3.26K	0.00%
LifeSteps Financial, Inc.	80	Jun 30, 26	+80	0.00%
CoreCap Advisors, LLC	65	Jun 30, 26	--	0.00%
CITIGROUP INC	1	Jun 30, 26	+1	0.00%
Addison Advisors LLC	--	Jun 30, 26	-610	--
Integrated Advisors Network LLC	--	Jun 30, 26	-14.67K	--
INDEPENDENT FINANCIAL GROUP, LLC	--	Jun 30, 26	-9.53K	--
CARDIFF PARK ADVISORS, LLC	--	Jun 30, 26	-1.25K	--
Pensionmark Financial Group, LLC	--	Jun 30, 26	-11.30K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-508	--
Advisory Services Network, LLC	--	Jun 30, 26	-503	--
Clearwater Capital Advisors, LLC	--	Jun 30, 26	-10.57K	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-171.36K	--
Beacon Pointe Advisors, LLC	64.16K	Mar 31, 26	+2.68K	0.14%
CWM, LLC	19.22K	Mar 31, 26	+3	0.04%
Financial Insights, Inc.	11.60K	Mar 31, 26	--	0.02%
Kingsview Wealth Management, LLC	11.17K	Mar 31, 26	+11.17K	0.02%
GILL CAPITAL PARTNERS, LLC	5.67K	Mar 31, 26	+5.67K	0.01%
Sunbelt Securities, Inc.	822	Mar 31, 26	--	0.00%
COMERICA BANK	78.11K	Dec 31, 25	+522	0.17%
MGB Wealth Management, LLC	45.67K	Dec 31, 25	-5.00K	0.10%
CIBC Private Wealth Group, LLC	31.36K	Dec 31, 25	+1.18K	0.07%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.38K	--
Apexium Financial, LP	70.42K	Sep 30, 25	-6.33K	0.15%
SYNOVUS FINANCIAL CORP	11.33K	Sep 30, 25	-294	0.02%
Bristlecone Advisors, LLC	--	Sep 30, 25	-5.41K	--
AVANTAX ADVISORY SERVICES, INC.	57.90K	Jun 30, 25	-9.60K	0.12%
Family Firm, Inc.	10.54K	Jun 30, 25	--	0.02%
Tyler-Stone Wealth Management	--	Jun 30, 25	-9.65K	--
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-12.39K	--
CAROLINAS WEALTH CONSULTING LLC	242	Mar 31, 25	+2	0.00%
Sugarloaf Wealth Management, LLC	53.90K	Dec 31, 24	+121	0.12%
Bison Wealth, LLC	15.17K	Dec 31, 24	--	0.03%
Raymond James Financial Services Advisors, Inc.	379.36K	Sep 30, 24	+54.59K	0.81%
RAYMOND JAMES & ASSOCIATES	268.16K	Sep 30, 24	-52	0.57%
RAYMOND JAMES TRUST N.A.	25.66K	Sep 30, 24	--	0.05%
TNF LLC	18.61K	Sep 30, 24	--	0.04%
Planning Capital Management Corp	5.08K	Sep 30, 24	-607	0.01%
VitalStone Financial, LLC	8	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	60.43K	Jun 30, 24	-2.56K	0.13%
JANICZEK WEALTH MANAGEMENT, LLC	18.89K	Jun 30, 24	--	0.04%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-2.79K	--
Cetera Advisor Networks LLC	276.43K	Mar 31, 24	-4.47K	0.59%
Cetera Advisors LLC	68.11K	Mar 31, 24	+49.00K	0.15%
EUDAIMONIA ADVISORS LLC	14.32K	Mar 31, 24	-2.60K	0.03%
FOCUS FINANCIAL NETWORK INC /ADV	23.83K	Dec 31, 23	+23.83K	0.05%
StrategIQ Financial Group, LLC	18.07K	Dec 31, 23	-962	0.04%
BDO Wealth Advisors, LLC	1.84K	Jun 30, 23	--	0.00%
Quantitative Advantage, LLC	120.92K	Mar 31, 23	+27.28K	0.26%
Ahrens Investment Partners LLC	109.99K	Mar 31, 23	-108.84K	0.24%
Clear Perspectives Financial Planning, LLC	1.57K	Mar 31, 23	-194.32K	0.00%
TITLEIST ASSET MANAGEMENT, LTD.	73.95K	Dec 31, 22	+9.43K	0.16%
American Portfolios Advisors	27.64K	Sep 30, 22	+16.02K	0.06%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	20.10K	Sep 30, 22	+5.35K	0.04%
MUFG Americas Holdings Corp	7.93K	Sep 30, 22	--	0.02%
Strategic Asset Management, LLC	1.12K	Sep 30, 22	+11	0.00%
MILESTONE WEALTH, LLC	259	Sep 30, 22	-5	0.00%
B. Riley Wealth Management, Inc.	14.87K	Jun 30, 22	+14.87K	0.03%
Fieldpoint Private Securities, LLC	995	Jun 30, 22	-14.24K	0.00%
Meristem Family Wealth, LLC	35.87K	Mar 31, 22	--	0.08%
NEXT Financial Group, Inc	22.63K	Dec 31, 21	-797	0.05%
Carroll Financial Associates, Inc.	530	Dec 31, 21	--	0.00%
Sonora Investment Management, LLC	1.74K	Sep 30, 21	--	0.00%
BBVA USA	732	Sep 30, 21	--	0.00%
FormulaFolio Investments, LLC	630	Jun 30, 21	--	0.00%
CWH Capital Management, Inc.	32.66K	Dec 31, 20	+14.03K	0.07%
Reby Advisors, LLC	7.25K	Dec 31, 20	+7.25K	0.02%
Winslow, Evans & Crocker, Inc.	600	Dec 31, 20	--	0.00%
First Allied Advisory Services, Inc.	40.14K	Sep 30, 20	-4.20K	0.09%
Squar Milner Financial Services LLC	513	Mar 31, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	153.97K	Dec 31, 19	+26.92K	0.33%
Advisor Group, Inc.	65.76K	Dec 31, 19	-4.58K	0.14%
Beacon Pointe Wealth Advisors, LLC	47.52K	Dec 31, 19	-11.06K	0.10%
MADRONA FUNDS, LLC	19.99K	Sep 30, 19	+19.99K	0.04%
NEXT Financial Holdings	4.09K	Mar 31, 19	+4.09K	0.01%
Pathlight Investors LLC	15.14K	Dec 31, 18	+15.14K	0.03%
Edge Advisors, LLC	5.22K	Jun 30, 18	+5.22K	0.01%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

4.50M

Jun 30, 26

-42.73K

9.64%

MORGAN STANLEY

2.40M

Jun 30, 26

+14.10K

5.14%

LPL Financial LLC

1.35M

Jun 30, 26

-8.81K

2.89%

WELLS FARGO & COMPANY/MN

948.15K

Jun 30, 26

+33.51K

2.03%

RAYMOND JAMES FINANCIAL INC

655.74K

Jun 30, 26

+17.80K

1.40%

Cetera Investment Advisers

395.56K

Jun 30, 26

-16.99K

0.85%

Investors Research Corp

389.73K

Jun 30, 26

+12.52K

0.83%

TWO SIGMA INVESTMENTS, LP

313.70K

Jun 30, 26

+55.70K

0.67%

UBS Group AG

311.99K

Jun 30, 26

-13.64K

0.67%

JONES FINANCIAL COMPANIES LLLP

270.62K

Jun 30, 26

+15.01K

0.58%

Good Steward Wealth Advisors,LLC

217.98K

Jun 30, 26

-3.46K

0.47%

ROYAL BANK OF CANADA

208.58K

Jun 30, 26

-46.22K

0.45%

Salomon & Ludwin, LLC

203.97K

Jun 30, 26

-1.21K

0.44%

AMERIPRISE FINANCIAL INC

195.85K

Jun 30, 26

-8.62K

0.42%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

191.31K

Jun 30, 26

-8.04K

0.41%

MAI Capital Management

175.00K

Jun 30, 26

+171.32K

0.37%

Capital Advisors, Ltd. LLC

169.23K

Jun 30, 26

-962

0.36%

ADVISOR GROUP HOLDINGS, INC.

168.24K

Jun 30, 26

+15.52K

0.36%

AlphaCore Capital LLC

167.76K

Jun 30, 26

-2.27K

0.36%

FOUNDERS GROVE WEALTH PARTNERS, LLC

158.93K

Jun 30, 26

-6.07K

0.34%

GHP Investment Advisors, Inc.

138.49K

Jun 30, 26

+894

0.30%

COMMONWEALTH EQUITY SERVICES, LLC

138.03K

Jun 30, 26

+3.83K

0.30%

IFP Advisors, Inc

120.57K

Jun 30, 26

-2.42K

0.26%

Cresta Advisors, Ltd.

120.23K

Jun 30, 26

-7.56K

0.26%

Sanctuary Advisors, LLC

119.09K

Jun 30, 26

+1.76K

0.25%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

108.84K

Jun 30, 26

+2.32K

0.23%

Beacon Pointe Advisors, LLC

105.83K

Jun 30, 26

+41.67K

0.23%

Resources Investment Advisors, LLC.

103.96K

Jun 30, 26

+2.63K

0.22%

GOLDMAN SACHS GROUP INC

98.31K

Jun 30, 26

+6.87K

0.21%

Cambridge Investment Research Advisors, Inc.

97.83K

Jun 30, 26

-5.87K

0.21%

Aspire Capital Advisors LLC

93.65K

Jun 30, 26

+25.09K

0.20%

STIFEL FINANCIAL CORP

91.62K

Jun 30, 26

+91.62K

0.20%

Wealth Alliance

86.32K

Jun 30, 26

-475

0.18%

IHT Wealth Management, LLC

82.30K

Jun 30, 26

+18.77K

0.18%

Equitable Holdings, Inc.

81.97K

Jun 30, 26

0.18%

Brick & Kyle, Associates

78.97K

Jun 30, 26

0.17%

CAPTRUST FINANCIAL ADVISORS

74.03K

Jun 30, 26

-1.11K

0.16%

FIFTH THIRD BANCORP

71.88K

Jun 30, 26

-5.11K

0.15%

Private Advisor Group, LLC

70.41K

Jun 30, 26

+1.65K

0.15%

ENVESTNET ASSET MANAGEMENT INC

68.67K

Jun 30, 26

-64.38K

0.15%

Axis Wealth Partners, LLC

59.53K

Jun 30, 26

-2.65K

0.13%

MML INVESTORS SERVICES, LLC

54.72K

Jun 30, 26

+3.26K

0.12%

JOHNSON INVESTMENT COUNSEL INC

52.17K

Jun 30, 26

0.11%

Janney Montgomery Scott LLC

48.78K

Jun 30, 26

-410

0.10%

New Insight Wealth Advisors

46.62K

Jun 30, 26

+13.32K

0.10%

Virtu Financial LLC

45.42K

Jun 30, 26

+7.67K

0.10%

SouthState Corp

43.05K

Jun 30, 26

+10.47K

0.09%

Waverly Advisors, LLC

42.91K

Jun 30, 26

-25.14K

0.09%

NewEdge Advisors, LLC

42.15K

Jun 30, 26

+8.50K

0.09%

SRS Capital Advisors, Inc.

41.96K

Jun 30, 26

+158

0.09%

AdvisorNet Financial, Inc

41.74K

Jun 30, 26

-40.07K

0.09%

Prospera Financial Services Inc

40.13K

Jun 30, 26

-1.54K

0.09%

BARRETT & COMPANY, INC.

38.99K

Jun 30, 26

+109

0.08%

Rockefeller Capital Management L.P.

37.01K

Jun 30, 26

+1.45K

0.08%

PRINCIPAL SECURITIES, INC.

36.74K

Jun 30, 26

+4.78K

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

36.32K

Jun 30, 26

-9.56K

0.08%

KINGSWOOD WEALTH ADVISORS, LLC

35.39K

Jun 30, 26

-2.98K

0.08%

Creative Planning

35.19K

Jun 30, 26

+2.28K

0.08%

OXFORD FINANCIAL GROUP LTD

34.51K

Jun 30, 26

0.07%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

33.83K

Jun 30, 26

-8.83K

0.07%

Mariner, LLC

32.76K

Jun 30, 26

-10.70K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

32.55K

Jun 30, 26

+136

0.07%

NWF Advisory Services Inc.

32.04K

Jun 30, 26

+155

0.07%

Stolper Co

31.87K

Jun 30, 26

+18.11K

0.07%

BKM Wealth Management, LLC

30.66K

Jun 30, 26

-1.09K

0.07%

City State Bank

30.35K

Jun 30, 26

+2.00K

0.06%

FMR LLC

30.13K

Jun 30, 26

-1.33K

0.06%

HARBOUR INVESTMENTS, INC.

29.81K

Jun 30, 26

+76

0.06%

GLOBALT Investments LLC / GA

29.21K

Jun 30, 26

-1.41K

0.06%

AFT, FORSYTH & COMPANY, INC.

27.66K

Jun 30, 26

-5.67K

0.06%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

25.77K

Jun 30, 26

-10.55K

0.06%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

25.29K

Jun 30, 26

-217

0.05%

First PREMIER Bank

24.68K

Jun 30, 26

-1.18K

0.05%

Institute for Wealth Management, LLC.

24.45K

Jun 30, 26

0.05%

RMB Capital Management, LLC

24.45K

Jun 30, 26

0.05%

PFG Advisors

24.33K

Jun 30, 26

-1.43K

0.05%

Sovereign Financial Group, Inc.

21.62K

Jun 30, 26

+1.42K

0.05%

Colonial Trust Co / SC

20.86K

Jun 30, 26

-88

0.04%

Cerity Partners LLC

19.35K

Jun 30, 26

+155

0.04%

TRUIST FINANCIAL CORP

18.52K

Jun 30, 26

-400

0.04%

Meridian Wealth Management, LLC

16.80K

Jun 30, 26

-500

0.04%

Dynamic Advisor Solutions LLC

16.77K

Jun 30, 26

-277

0.04%

Kovack Advisors, Inc.

16.34K

Jun 30, 26

0.03%

Revisor Wealth Management LLC

15.96K

Jun 30, 26

0.03%

Capital Investment Advisory Services, LLC

15.68K

Jun 30, 26

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

15.29K

Jun 30, 26

+723

0.03%

SAX WEALTH ADVISORS, LLC

14.50K

Jun 30, 26

0.03%

Wedmont Private Capital

14.49K

Jun 30, 26

-4.40K

0.03%

EP Wealth Advisors, LLC

14.39K

Jun 30, 26

+14.39K

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

14.16K

Jun 30, 26

+14.16K

0.03%

MINDSET WEALTH MANAGEMENT, LLC

14.04K

Jun 30, 26

-502

0.03%

Kestra Advisory Services, LLC

13.93K

Jun 30, 26

-314

0.03%

Ameritas Advisory Services, LLC

13.09K

Jun 30, 26

+13.09K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

13.02K

Jun 30, 26

0.03%

Sowell Financial Services LLC

12.84K

Jun 30, 26

-250

0.03%

Chicago Partners Investment Group LLC

12.79K

Jun 30, 26

+143

0.03%

PRECEDENT WEALTH PARTNERS, LLC

12.73K

Jun 30, 26

-2.48K

0.03%

D. E. Shaw & Co., Inc.

12.51K

Jun 30, 26

+12.51K

0.03%

Creekside Partners

12.44K

Jun 30, 26

0.03%

Snowden Capital Advisors LLC

12.26K

Jun 30, 26

0.03%

David J Yvars Group

11.80K

Jun 30, 26

0.03%

MATHER GROUP, LLC.

11.50K

Jun 30, 26

0.02%

CITADEL ADVISORS LLC

11.43K

Jun 30, 26

+11.43K

0.02%

Signal Advisors Wealth, LLC

10.77K

Jun 30, 26

+715

0.02%

Stratos Wealth Partners, LTD.

10.62K

Jun 30, 26

0.02%

Colony Group, LLC

10.55K

Jun 30, 26

-2

0.02%

Brookwood Investment Group LLC

10.54K

Jun 30, 26

0.02%

Kingsview Wealth Management, LLC

10.34K

Jun 30, 26

-834

0.02%

Opus Capital Group, LLC

9.92K

Jun 30, 26

0.02%

Global Retirement Partners, LLC

9.91K

Jun 30, 26

+9.91K

0.02%

Herold Advisors, Inc.

9.91K

Jun 30, 26

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

9.51K

Jun 30, 26

+9.51K

0.02%

Belpointe Asset Management LLC

8.85K

Jun 30, 26

+8.85K

0.02%

Western Wealth Management, LLC

8.82K

Jun 30, 26

0.02%

NTV ASSET MANAGEMENT LLC

8.79K

Jun 30, 26

+8.79K

0.02%

B. Riley Wealth Advisors, Inc.

8.67K

Jun 30, 26

+8.67K

0.02%

IFG Advisory, LLC

8.47K

Jun 30, 26

+8.47K

0.02%

Steward Partners Investment Advisory, LLC

8.05K

Jun 30, 26

-7.00K

0.02%

JPMORGAN CHASE & CO

7.33K

Jun 30, 26

-4.38K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

6.54K

Jun 30, 26

+6.54K

0.01%

Kozak & Associates, Inc.

5.82K

Jun 30, 26

+69

0.01%

Cassaday & Co Wealth Management LLC

5.36K

Jun 30, 26

0.01%

New Republic Capital, LLC

5.32K

Jun 30, 26

0.01%

Federation des caisses Desjardins du Quebec

5.18K

Jun 30, 26

0.01%

Tower Research Capital LLC (TRC)

5.03K

Jun 30, 26

+2.83K

0.01%

PRIVATE TRUST CO NA

4.77K

Jun 30, 26

-389

0.01%

Clearstead Advisors, LLC

4.77K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

4.72K

Jun 30, 26

+2.48K

0.01%

Crews Bank & Trust

4.69K

Jun 30, 26

0.01%

MeadowBrook Investment Advisors LLC

4.40K

Jun 30, 26

+4.40K

0.01%

Cornerstone Planning Group LLC

3.75K

Jun 30, 26

+27

0.01%

JPL Wealth Management, LLC

3.54K

Jun 30, 26

0.01%

Aptus Capital Advisors, LLC

3.27K

Jun 30, 26

0.01%

Integrated Wealth Concepts LLC

2.88K

Jun 30, 26

+2.88K

0.01%

Spire Wealth Management

2.84K

Jun 30, 26

+1.12K

0.01%

AE Wealth Management LLC

2.77K

Jun 30, 26

0.01%

Geneos Wealth Management Inc.

2.50K

Jun 30, 26

0.01%

Family Management Corp

2.00K

Jun 30, 26

0.00%

Hurley Capital, LLC

2.00K

Jun 30, 26

0.00%

GLENMEDE TRUST CO NA

2.00K

Jun 30, 26

-2.02K

0.00%

Wagner Wealth Management, LLC

1.99K

Jun 30, 26

+23

0.00%

Founders Financial Alliance, LLC

1.96K

Jun 30, 26

+1.96K

0.00%

Millstone Evans Group, LLC

1.52K

Jun 30, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

1.46K

Jun 30, 26

0.00%

BlackRock, Inc.

1.35K

Jun 30, 26

+550

0.00%

Farther Finance Advisors, LLC

1.19K

Jun 30, 26

-1.29K

0.00%

Rialto Wealth Management, LLC

1.17K

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

1.15K

Jun 30, 26

+1.15K

0.00%

NBT BANK N A /NY

1.14K

Jun 30, 26

0.00%

US BANCORP \DE\

1.02K

Jun 30, 26

+1.02K

0.00%

Larson Financial Group LLC

1.00K

Jun 30, 26

0.00%

Westside Investment Management, Inc.

1.00K

Jun 30, 26

0.00%

LGT Financial Advisors LLC

1.00K

Jun 30, 26

0.00%

Advanced Asset Management Advisors Inc

940

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

868

Jun 30, 26

0.00%

Caitlin John, LLC

800

Jun 30, 26

+800

0.00%

CVA Family Office, LLC

798

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

716

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

674

Jun 30, 26

-13.62K

0.00%

BANK OF MONTREAL /CAN/

546

Jun 30, 26

0.00%

LOWE BROCKENBROUGH & CO INC

512

Jun 30, 26

0.00%

HOWE & RUSLING INC

481

Jun 30, 26

+481

0.00%

Fortitude Family Office, LLC

397

Jun 30, 26

-1.00K

0.00%

Vermillion Wealth Management, Inc.

369

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

300

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

295

Jun 30, 26

+295

0.00%

Newbridge Financial Services Group, Inc.

250

Jun 30, 26

+250

0.00%

Princeton Global Asset Management LLC

231

Jun 30, 26

0.00%

Ancora Advisors, LLC

189

Jun 30, 26

0.00%

ASSETMARK, INC

172

Jun 30, 26

0.00%

Dogwood Wealth Management LLC

118

Jun 30, 26

0.00%

Allworth Financial LP

111

Jun 30, 26

-702

0.00%

Key FInancial Inc

103

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

103

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

-3.26K

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+80

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

Addison Advisors LLC

Jun 30, 26

-610

Integrated Advisors Network LLC

Jun 30, 26

-14.67K

INDEPENDENT FINANCIAL GROUP, LLC

Jun 30, 26

-9.53K

CARDIFF PARK ADVISORS, LLC

Jun 30, 26

-1.25K

Pensionmark Financial Group, LLC

Jun 30, 26

-11.30K

Sound Income Strategies, LLC

Jun 30, 26

-508

Advisory Services Network, LLC

Jun 30, 26

-503

Clearwater Capital Advisors, LLC

Jun 30, 26

-10.57K

EVOKE WEALTH, LLC

Jun 30, 26

-171.36K

Beacon Pointe Advisors, LLC

64.16K

Mar 31, 26

+2.68K

0.14%

CWM, LLC

19.22K

Mar 31, 26

0.04%

Financial Insights, Inc.

11.60K

Mar 31, 26

0.02%

Kingsview Wealth Management, LLC

11.17K

Mar 31, 26

+11.17K

0.02%

GILL CAPITAL PARTNERS, LLC

5.67K

Mar 31, 26

+5.67K

0.01%

Sunbelt Securities, Inc.

822

Mar 31, 26

0.00%

COMERICA BANK

78.11K

Dec 31, 25

+522

0.17%

MGB Wealth Management, LLC

45.67K

Dec 31, 25

-5.00K

0.10%

CIBC Private Wealth Group, LLC

31.36K

Dec 31, 25

+1.18K

0.07%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.38K

Apexium Financial, LP

70.42K

Sep 30, 25

-6.33K

0.15%

SYNOVUS FINANCIAL CORP

11.33K

Sep 30, 25

-294

0.02%

Bristlecone Advisors, LLC

Sep 30, 25

-5.41K

AVANTAX ADVISORY SERVICES, INC.

57.90K

Jun 30, 25

-9.60K

0.12%

Family Firm, Inc.

10.54K

Jun 30, 25

0.02%

Tyler-Stone Wealth Management

Jun 30, 25

-9.65K

Atria Wealth Solutions, Inc.

Jun 30, 25

-12.39K

CAROLINAS WEALTH CONSULTING LLC

242

Mar 31, 25

0.00%

Sugarloaf Wealth Management, LLC

53.90K

Dec 31, 24

+121

0.12%

Bison Wealth, LLC

15.17K

Dec 31, 24

0.03%

Raymond James Financial Services Advisors, Inc.

379.36K

Sep 30, 24

+54.59K

0.81%

RAYMOND JAMES & ASSOCIATES

268.16K

Sep 30, 24

-52

0.57%

RAYMOND JAMES TRUST N.A.

25.66K

Sep 30, 24

0.05%

TNF LLC

18.61K

Sep 30, 24

0.04%

Planning Capital Management Corp

5.08K

Sep 30, 24

-607

0.01%

VitalStone Financial, LLC

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

60.43K

Jun 30, 24

-2.56K

0.13%

JANICZEK WEALTH MANAGEMENT, LLC

18.89K

Jun 30, 24

0.04%

ICA Group Wealth Management, LLC

Jun 30, 24

-2.79K

Cetera Advisor Networks LLC

276.43K

Mar 31, 24

-4.47K

0.59%

Cetera Advisors LLC

68.11K

Mar 31, 24

+49.00K

0.15%

EUDAIMONIA ADVISORS LLC

14.32K

Mar 31, 24

-2.60K

0.03%

FOCUS FINANCIAL NETWORK INC /ADV

23.83K

Dec 31, 23

+23.83K

0.05%

StrategIQ Financial Group, LLC

18.07K

Dec 31, 23

-962

0.04%

BDO Wealth Advisors, LLC

1.84K

Jun 30, 23

0.00%

Quantitative Advantage, LLC

120.92K

Mar 31, 23

+27.28K

0.26%

Ahrens Investment Partners LLC

109.99K

Mar 31, 23

-108.84K

0.24%

Clear Perspectives Financial Planning, LLC

1.57K

Mar 31, 23

-194.32K

0.00%

TITLEIST ASSET MANAGEMENT, LTD.

73.95K

Dec 31, 22

+9.43K

0.16%

American Portfolios Advisors

27.64K

Sep 30, 22

+16.02K

0.06%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

20.10K

Sep 30, 22

+5.35K

0.04%

MUFG Americas Holdings Corp

7.93K

Sep 30, 22

0.02%

Strategic Asset Management, LLC

1.12K

Sep 30, 22

+11

0.00%

MILESTONE WEALTH, LLC

259

Sep 30, 22

-5

0.00%

B. Riley Wealth Management, Inc.

14.87K

Jun 30, 22

+14.87K

0.03%

Fieldpoint Private Securities, LLC

995

Jun 30, 22

-14.24K

0.00%

Meristem Family Wealth, LLC

35.87K

Mar 31, 22

0.08%

NEXT Financial Group, Inc

22.63K

Dec 31, 21

-797

0.05%

Carroll Financial Associates, Inc.

530

Dec 31, 21

0.00%

Sonora Investment Management, LLC

1.74K

Sep 30, 21

0.00%

BBVA USA

732

Sep 30, 21

0.00%

FormulaFolio Investments, LLC

630

Jun 30, 21

0.00%

CWH Capital Management, Inc.

32.66K

Dec 31, 20

+14.03K

0.07%

Reby Advisors, LLC

7.25K

Dec 31, 20

+7.25K

0.02%

Winslow, Evans & Crocker, Inc.

600

Dec 31, 20

0.00%

First Allied Advisory Services, Inc.

40.14K

Sep 30, 20

-4.20K

0.09%

Squar Milner Financial Services LLC

513

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

153.97K

Dec 31, 19

+26.92K

0.33%

Advisor Group, Inc.

65.76K

Dec 31, 19

-4.58K

0.14%

Beacon Pointe Wealth Advisors, LLC

47.52K

Dec 31, 19

-11.06K

0.10%

MADRONA FUNDS, LLC

19.99K

Sep 30, 19

+19.99K

0.04%

NEXT Financial Holdings

4.09K

Mar 31, 19

+4.09K

0.01%

Pathlight Investors LLC

15.14K

Dec 31, 18

+15.14K

0.03%

Edge Advisors, LLC

5.22K

Jun 30, 18

+5.22K

0.01%