Invesco High Yield Equity Dividend Achievers ETF(PEY)

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Invesco High Yield Equity Dividend Achievers ETF(PEY)

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$23.74—

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PEY(PEY)

PEY

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

Institutional Ownership

Top 245 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	4.55M	Mar 31, 26	-351.67K	9.71%
MORGAN STANLEY	2.39M	Mar 31, 26	-39.58K	5.10%
LPL Financial LLC	1.36M	Mar 31, 26	-471.04K	2.91%
WELLS FARGO & COMPANY/MN	914.65K	Mar 31, 26	-5.98K	1.95%
RAYMOND JAMES FINANCIAL INC	637.95K	Mar 31, 26	-4.65K	1.36%
Cetera Investment Advisers	412.55K	Mar 31, 26	-29.94K	0.88%
Investors Research Corp	377.21K	Mar 31, 26	+18.12K	0.81%
UBS Group AG	325.63K	Mar 31, 26	+29.20K	0.70%
TWO SIGMA INVESTMENTS, LP	258.00K	Mar 31, 26	-416.20K	0.55%
JONES FINANCIAL COMPANIES LLLP	255.61K	Mar 31, 26	+4.35K	0.55%
ROYAL BANK OF CANADA	254.81K	Mar 31, 26	-8.37K	0.54%
Good Steward Wealth Advisors,LLC	221.44K	Mar 31, 26	+2.64K	0.47%
Salomon & Ludwin, LLC	205.19K	Mar 31, 26	-1.42K	0.44%
AMERIPRISE FINANCIAL INC	204.47K	Mar 31, 26	-9.62K	0.44%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	199.36K	Mar 31, 26	-10.16K	0.43%
EVOKE WEALTH, LLC	171.36K	Mar 31, 26	--	0.37%
Capital Advisors, Ltd. LLC	170.19K	Mar 31, 26	-8.75K	0.36%
AlphaCore Capital LLC	170.04K	Mar 31, 26	+20.74K	0.36%
FOUNDERS GROVE WEALTH PARTNERS, LLC	165.00K	Mar 31, 26	-24.24K	0.35%
ADVISOR GROUP HOLDINGS, INC.	152.73K	Mar 31, 26	-7.51K	0.33%
GHP Investment Advisors, Inc.	137.59K	Mar 31, 26	+27	0.29%
COMMONWEALTH EQUITY SERVICES, LLC	134.20K	Mar 31, 26	+3.79K	0.29%
ENVESTNET ASSET MANAGEMENT INC	133.05K	Mar 31, 26	+11.42K	0.28%
Cresta Advisors, Ltd.	127.80K	Mar 31, 26	+9.82K	0.27%
IFP Advisors, Inc	122.99K	Mar 31, 26	-2.25K	0.26%
Sanctuary Advisors, LLC	117.33K	Mar 31, 26	-2.39K	0.25%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	106.52K	Mar 31, 26	+2.44K	0.23%
Cambridge Investment Research Advisors, Inc.	103.70K	Mar 31, 26	-2.92K	0.22%
Resources Investment Advisors, LLC.	101.33K	Mar 31, 26	-850	0.22%
GOLDMAN SACHS GROUP INC	91.45K	Mar 31, 26	+91.45K	0.20%
Wealth Alliance	86.80K	Mar 31, 26	+1.70K	0.19%
Equitable Holdings, Inc.	81.97K	Mar 31, 26	+74	0.18%
AdvisorNet Financial, Inc	81.80K	Mar 31, 26	-63.70K	0.17%
Brick & Kyle, Associates	78.97K	Mar 31, 26	-29.06K	0.17%
FIFTH THIRD BANCORP	77.00K	Mar 31, 26	+70.46K	0.16%
CAPTRUST FINANCIAL ADVISORS	75.14K	Mar 31, 26	-8.16K	0.16%
Private Advisor Group, LLC	68.76K	Mar 31, 26	-4.96K	0.15%
Aspire Capital Advisors LLC	68.57K	Mar 31, 26	+18.36K	0.15%
Waverly Advisors, LLC	68.05K	Mar 31, 26	+59	0.15%
Beacon Pointe Advisors, LLC	64.16K	Mar 31, 26	+2.68K	0.14%
IHT Wealth Management, LLC	63.54K	Mar 31, 26	-8.59K	0.14%
Axis Wealth Partners, LLC	62.18K	Mar 31, 26	-643	0.13%
JOHNSON INVESTMENT COUNSEL INC	52.17K	Mar 31, 26	--	0.11%
MML INVESTORS SERVICES, LLC	51.46K	Mar 31, 26	-10.00K	0.11%
Janney Montgomery Scott LLC	49.19K	Mar 31, 26	-172	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	45.88K	Mar 31, 26	+26.00K	0.10%
Mariner, LLC	43.45K	Mar 31, 26	-53	0.09%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	42.66K	Mar 31, 26	-2.18K	0.09%
SRS Capital Advisors, Inc.	41.80K	Mar 31, 26	--	0.09%
Prospera Financial Services Inc	41.67K	Mar 31, 26	+81	0.09%
BARRETT & COMPANY, INC.	38.88K	Mar 31, 26	-1.10K	0.08%
KINGSWOOD WEALTH ADVISORS, LLC	38.37K	Mar 31, 26	-314	0.08%
Virtu Financial LLC	37.75K	Mar 31, 26	-46.38K	0.08%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	36.33K	Mar 31, 26	-8.38K	0.08%
Rockefeller Capital Management L.P.	35.55K	Mar 31, 26	+6	0.08%
OXFORD FINANCIAL GROUP LTD	34.51K	Mar 31, 26	--	0.07%
NewEdge Advisors, LLC	33.65K	Mar 31, 26	+138	0.07%
AFT, FORSYTH & COMPANY, INC.	33.33K	Mar 31, 26	-86	0.07%
New Insight Wealth Advisors	33.30K	Mar 31, 26	-14.89K	0.07%
Creative Planning	32.90K	Mar 31, 26	+4.85K	0.07%
SouthState Corp	32.58K	Mar 31, 26	+1.99K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	32.42K	Mar 31, 26	-8.02K	0.07%
PRINCIPAL SECURITIES, INC.	31.96K	Mar 31, 26	+1.38K	0.07%
NWF Advisory Services Inc.	31.88K	Mar 31, 26	-478	0.07%
BKM Wealth Management, LLC	31.75K	Mar 31, 26	+940	0.07%
FMR LLC	31.46K	Mar 31, 26	+6.91K	0.07%
GLOBALT Investments LLC / GA	30.61K	Mar 31, 26	-183	0.07%
HARBOUR INVESTMENTS, INC.	29.73K	Mar 31, 26	+6.47K	0.06%
City State Bank	28.35K	Mar 31, 26	+7.44K	0.06%
First PREMIER Bank	25.86K	Mar 31, 26	-10.81K	0.06%
PFG Advisors	25.77K	Mar 31, 26	-5.26K	0.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	25.51K	Mar 31, 26	-201	0.05%
Institute for Wealth Management, LLC.	24.45K	Mar 31, 26	-4	0.05%
RMB Capital Management, LLC	24.45K	Mar 31, 26	--	0.05%
Colonial Trust Co / SC	20.95K	Mar 31, 26	-231	0.04%
Sovereign Financial Group, Inc.	20.20K	Mar 31, 26	+526	0.04%
CWM, LLC	19.22K	Mar 31, 26	+3	0.04%
Cerity Partners LLC	19.19K	Mar 31, 26	-1.01K	0.04%
TRUIST FINANCIAL CORP	18.92K	Mar 31, 26	+1.24K	0.04%
Wedmont Private Capital	18.89K	Mar 31, 26	+3.58K	0.04%
Meridian Wealth Management, LLC	17.30K	Mar 31, 26	-1.05K	0.04%
Dynamic Advisor Solutions LLC	17.05K	Mar 31, 26	-2.91K	0.04%
Kovack Advisors, Inc.	16.34K	Mar 31, 26	-1.28K	0.03%
Revisor Wealth Management LLC	15.96K	Mar 31, 26	--	0.03%
Capital Investment Advisory Services, LLC	15.68K	Mar 31, 26	+4	0.03%
PRECEDENT WEALTH PARTNERS, LLC	15.21K	Mar 31, 26	-6.58K	0.03%
Steward Partners Investment Advisory, LLC	15.05K	Mar 31, 26	--	0.03%
Integrated Advisors Network LLC	14.67K	Mar 31, 26	-10.12K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	14.57K	Mar 31, 26	-1.36K	0.03%
MINDSET WEALTH MANAGEMENT, LLC	14.54K	Mar 31, 26	--	0.03%
SAX WEALTH ADVISORS, LLC	14.50K	Mar 31, 26	--	0.03%
CULLEN/FROST BANKERS, INC.	14.29K	Mar 31, 26	+3.58K	0.03%
Kestra Advisory Services, LLC	14.24K	Mar 31, 26	+4.51K	0.03%
Stolper Co	13.76K	Mar 31, 26	-16.51K	0.03%
Sowell Financial Services LLC	13.09K	Mar 31, 26	+18	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	13.01K	Mar 31, 26	+798	0.03%
Chicago Partners Investment Group LLC	12.64K	Mar 31, 26	-261	0.03%
Creekside Partners	12.44K	Mar 31, 26	+11	0.03%
Snowden Capital Advisors LLC	12.26K	Mar 31, 26	--	0.03%
David J Yvars Group	11.80K	Mar 31, 26	--	0.03%
JPMORGAN CHASE & CO	11.70K	Mar 31, 26	-11.99K	0.03%
Financial Insights, Inc.	11.60K	Mar 31, 26	--	0.02%
MATHER GROUP, LLC.	11.50K	Mar 31, 26	--	0.02%
Pensionmark Financial Group, LLC	11.30K	Mar 31, 26	-484	0.02%
Kingsview Wealth Management, LLC	11.17K	Mar 31, 26	+11.17K	0.02%
Stratos Wealth Partners, LTD.	10.62K	Mar 31, 26	+557	0.02%
Clearwater Capital Advisors, LLC	10.57K	Mar 31, 26	-139	0.02%
Colony Group, LLC	10.55K	Mar 31, 26	-10.82K	0.02%
Brookwood Investment Group LLC	10.54K	Mar 31, 26	+63	0.02%
Signal Advisors Wealth, LLC	10.05K	Mar 31, 26	-422	0.02%
Opus Capital Group, LLC	9.92K	Mar 31, 26	--	0.02%
Herold Advisors, Inc.	9.91K	Mar 31, 26	-1.08K	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	9.53K	Mar 31, 26	-467	0.02%
Western Wealth Management, LLC	8.82K	Mar 31, 26	+8.82K	0.02%
Kozak & Associates, Inc.	5.75K	Mar 31, 26	-2.79K	0.01%
GILL CAPITAL PARTNERS, LLC	5.67K	Mar 31, 26	+5.67K	0.01%
Cassaday & Co Wealth Management LLC	5.36K	Mar 31, 26	+5.36K	0.01%
New Republic Capital, LLC	5.32K	Mar 31, 26	-249	0.01%
Federation des caisses Desjardins du Quebec	5.18K	Mar 31, 26	--	0.01%
PRIVATE TRUST CO NA	5.16K	Mar 31, 26	--	0.01%
Clearstead Advisors, LLC	4.77K	Mar 31, 26	+1	0.01%
Crews Bank & Trust	4.69K	Mar 31, 26	--	0.01%
GLENMEDE TRUST CO NA	4.02K	Mar 31, 26	+4.02K	0.01%
Cornerstone Planning Group LLC	3.72K	Mar 31, 26	-3.24K	0.01%
MAI Capital Management	3.68K	Mar 31, 26	+1.00K	0.01%
JPL Wealth Management, LLC	3.54K	Mar 31, 26	+3.54K	0.01%
Transamerica Financial Advisors, Inc.	3.35K	Mar 31, 26	+2.27K	0.01%
Aptus Capital Advisors, LLC	3.27K	Mar 31, 26	--	0.01%
AE Wealth Management LLC	2.77K	Mar 31, 26	-508	0.01%
Geneos Wealth Management Inc.	2.50K	Mar 31, 26	--	0.01%
Farther Finance Advisors, LLC	2.48K	Mar 31, 26	--	0.01%
NBC SECURITIES, INC.	2.23K	Mar 31, 26	-1.36K	0.00%
Tower Research Capital LLC (TRC)	2.20K	Mar 31, 26	-28.22K	0.00%
Family Management Corp	2.00K	Mar 31, 26	--	0.00%
Hurley Capital, LLC	2.00K	Mar 31, 26	--	0.00%
Wagner Wealth Management, LLC	1.96K	Mar 31, 26	+21	0.00%
Spire Wealth Management	1.72K	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	1.52K	Mar 31, 26	--	0.00%
RICHARDS, MERRILL & PETERSON, INC.	1.46K	Mar 31, 26	--	0.00%
Fortitude Family Office, LLC	1.40K	Mar 31, 26	--	0.00%
CARDIFF PARK ADVISORS, LLC	1.25K	Mar 31, 26	+1.25K	0.00%
Rialto Wealth Management, LLC	1.17K	Mar 31, 26	--	0.00%
NBT BANK N A /NY	1.14K	Mar 31, 26	--	0.00%
LGT Financial Advisors LLC	1.00K	Mar 31, 26	--	0.00%
Larson Financial Group LLC	1.00K	Mar 31, 26	--	0.00%
Westside Investment Management, Inc.	1.00K	Mar 31, 26	--	0.00%
Advanced Asset Management Advisors Inc	940	Mar 31, 26	--	0.00%
HOEY INVESTMENTS, INC	868	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	822	Mar 31, 26	--	0.00%
Allworth Financial LP	813	Mar 31, 26	--	0.00%
BlackRock, Inc.	800	Mar 31, 26	+800	0.00%
CVA Family Office, LLC	798	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	716	Mar 31, 26	+716	0.00%
Addison Advisors LLC	610	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	546	Mar 31, 26	-500	0.00%
LOWE BROCKENBROUGH & CO INC	512	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	508	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	503	Mar 31, 26	+503	0.00%
Vermillion Wealth Management, Inc.	369	Mar 31, 26	--	0.00%
Strategic Investment Solutions, Inc. /IL	300	Mar 31, 26	--	0.00%
Princeton Global Asset Management LLC	231	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	187	Mar 31, 26	+187	0.00%
ASSETMARK, INC	172	Mar 31, 26	--	0.00%
Dogwood Wealth Management LLC	117	Mar 31, 26	+2	0.00%
Physician Wealth Advisors, Inc.	103	Mar 31, 26	--	0.00%
Key FInancial Inc	103	Mar 31, 26	-146	0.00%
CoreCap Advisors, LLC	65	Mar 31, 26	-225	0.00%
SIMPLEX TRADING, LLC	1	Mar 31, 26	+1	0.00%
NTV ASSET MANAGEMENT LLC	--	Mar 31, 26	-10.49K	--
D. E. Shaw & Co., Inc.	--	Mar 31, 26	-38.14K	--
Caitlin John, LLC	--	Mar 31, 26	-552	--
Parallel Advisors, LLC	--	Mar 31, 26	-391	--
Cresset Asset Management, LLC	--	Mar 31, 26	-46.75K	--
Pasadena Private Wealth, LLC	--	Mar 31, 26	-38.58K	--
Lifeworks Advisors, LLC	--	Mar 31, 26	-10.91K	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-9.90K	--
ALERUS FINANCIAL NA	--	Mar 31, 26	-125	--
BENJAMIN EDWARDS INC	--	Mar 31, 26	-32.12K	--
Capital Advisory Group Advisory Services, LLC	--	Mar 31, 26	-166.75K	--
STIFEL FINANCIAL CORP	--	Mar 31, 26	-72.26K	--
BNP PARIBAS ARBITRAGE, SNC	--	Mar 31, 26	-36	--
1 NORTH WEALTH SERVICES LLC	--	Mar 31, 26	-125	--
LRI Investments, LLC	--	Mar 31, 26	-1	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-33	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-11	--
Brick & Kyle, Associates	108.03K	Dec 31, 25	+1.95K	0.23%
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%
Global Retirement Partners, LLC	8.22K	Dec 31, 25	-1.97K	0.02%
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	0.23%
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/

4.55M

Mar 31, 26

-351.67K

9.71%

MORGAN STANLEY

2.39M

Mar 31, 26

-39.58K

5.10%

LPL Financial LLC

1.36M

Mar 31, 26

-471.04K

2.91%

WELLS FARGO & COMPANY/MN

914.65K

Mar 31, 26

-5.98K

1.95%

RAYMOND JAMES FINANCIAL INC

637.95K

Mar 31, 26

-4.65K

1.36%

Cetera Investment Advisers

412.55K

Mar 31, 26

-29.94K

0.88%

Investors Research Corp

377.21K

Mar 31, 26

+18.12K

0.81%

UBS Group AG

325.63K

Mar 31, 26

+29.20K

0.70%

TWO SIGMA INVESTMENTS, LP

258.00K

Mar 31, 26

-416.20K

0.55%

JONES FINANCIAL COMPANIES LLLP

255.61K

Mar 31, 26

+4.35K

0.55%

ROYAL BANK OF CANADA

254.81K

Mar 31, 26

-8.37K

0.54%

Good Steward Wealth Advisors,LLC

221.44K

Mar 31, 26

+2.64K

0.47%

Salomon & Ludwin, LLC

205.19K

Mar 31, 26

-1.42K

0.44%

AMERIPRISE FINANCIAL INC

204.47K

Mar 31, 26

-9.62K

0.44%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

199.36K

Mar 31, 26

-10.16K

0.43%

EVOKE WEALTH, LLC

171.36K

Mar 31, 26

0.37%

Capital Advisors, Ltd. LLC

170.19K

Mar 31, 26

-8.75K

0.36%

AlphaCore Capital LLC

170.04K

Mar 31, 26

+20.74K

0.36%

FOUNDERS GROVE WEALTH PARTNERS, LLC

165.00K

Mar 31, 26

-24.24K

0.35%

ADVISOR GROUP HOLDINGS, INC.

152.73K

Mar 31, 26

-7.51K

0.33%

GHP Investment Advisors, Inc.

137.59K

Mar 31, 26

+27

0.29%

COMMONWEALTH EQUITY SERVICES, LLC

134.20K

Mar 31, 26

+3.79K

0.29%

ENVESTNET ASSET MANAGEMENT INC

133.05K

Mar 31, 26

+11.42K

0.28%

Cresta Advisors, Ltd.

127.80K

Mar 31, 26

+9.82K

0.27%

IFP Advisors, Inc

122.99K

Mar 31, 26

-2.25K

0.26%

Sanctuary Advisors, LLC

117.33K

Mar 31, 26

-2.39K

0.25%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

106.52K

Mar 31, 26

+2.44K

0.23%

Cambridge Investment Research Advisors, Inc.

103.70K

Mar 31, 26

-2.92K

0.22%

Resources Investment Advisors, LLC.

101.33K

Mar 31, 26

-850

0.22%

GOLDMAN SACHS GROUP INC

91.45K

Mar 31, 26

+91.45K

0.20%

Wealth Alliance

86.80K

Mar 31, 26

+1.70K

0.19%

Equitable Holdings, Inc.

81.97K

Mar 31, 26

+74

0.18%

AdvisorNet Financial, Inc

81.80K

Mar 31, 26

-63.70K

0.17%

Brick & Kyle, Associates

78.97K

Mar 31, 26

-29.06K

0.17%

FIFTH THIRD BANCORP

77.00K

Mar 31, 26

+70.46K

0.16%

CAPTRUST FINANCIAL ADVISORS

75.14K

Mar 31, 26

-8.16K

0.16%

Private Advisor Group, LLC

68.76K

Mar 31, 26

-4.96K

0.15%

Aspire Capital Advisors LLC

68.57K

Mar 31, 26

+18.36K

0.15%

Waverly Advisors, LLC

68.05K

Mar 31, 26

+59

0.15%

Beacon Pointe Advisors, LLC

64.16K

Mar 31, 26

+2.68K

0.14%

IHT Wealth Management, LLC

63.54K

Mar 31, 26

-8.59K

0.14%

Axis Wealth Partners, LLC

62.18K

Mar 31, 26

-643

0.13%

JOHNSON INVESTMENT COUNSEL INC

52.17K

Mar 31, 26

0.11%

MML INVESTORS SERVICES, LLC

51.46K

Mar 31, 26

-10.00K

0.11%

Janney Montgomery Scott LLC

49.19K

Mar 31, 26

-172

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

45.88K

Mar 31, 26

+26.00K

0.10%

Mariner, LLC

43.45K

Mar 31, 26

-53

0.09%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

42.66K

Mar 31, 26

-2.18K

0.09%

SRS Capital Advisors, Inc.

41.80K

Mar 31, 26

0.09%

Prospera Financial Services Inc

41.67K

Mar 31, 26

+81

0.09%

BARRETT & COMPANY, INC.

38.88K

Mar 31, 26

-1.10K

0.08%

KINGSWOOD WEALTH ADVISORS, LLC

38.37K

Mar 31, 26

-314

0.08%

Virtu Financial LLC

37.75K

Mar 31, 26

-46.38K

0.08%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

36.33K

Mar 31, 26

-8.38K

0.08%

Rockefeller Capital Management L.P.

35.55K

Mar 31, 26

0.08%

OXFORD FINANCIAL GROUP LTD

34.51K

Mar 31, 26

0.07%

NewEdge Advisors, LLC

33.65K

Mar 31, 26

+138

0.07%

AFT, FORSYTH & COMPANY, INC.

33.33K

Mar 31, 26

-86

0.07%

New Insight Wealth Advisors

33.30K

Mar 31, 26

-14.89K

0.07%

Creative Planning

32.90K

Mar 31, 26

+4.85K

0.07%

SouthState Corp

32.58K

Mar 31, 26

+1.99K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

32.42K

Mar 31, 26

-8.02K

0.07%

PRINCIPAL SECURITIES, INC.

31.96K

Mar 31, 26

+1.38K

0.07%

NWF Advisory Services Inc.

31.88K

Mar 31, 26

-478

0.07%

BKM Wealth Management, LLC

31.75K

Mar 31, 26

+940

0.07%

FMR LLC

31.46K

Mar 31, 26

+6.91K

0.07%

GLOBALT Investments LLC / GA

30.61K

Mar 31, 26

-183

0.07%

HARBOUR INVESTMENTS, INC.

29.73K

Mar 31, 26

+6.47K

0.06%

City State Bank

28.35K

Mar 31, 26

+7.44K

0.06%

First PREMIER Bank

25.86K

Mar 31, 26

-10.81K

0.06%

PFG Advisors

25.77K

Mar 31, 26

-5.26K

0.06%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

25.51K

Mar 31, 26

-201

0.05%

Institute for Wealth Management, LLC.

24.45K

Mar 31, 26

-4

0.05%

RMB Capital Management, LLC

24.45K

Mar 31, 26

0.05%

Colonial Trust Co / SC

20.95K

Mar 31, 26

-231

0.04%

Sovereign Financial Group, Inc.

20.20K

Mar 31, 26

+526

0.04%

CWM, LLC

19.22K

Mar 31, 26

0.04%

Cerity Partners LLC

19.19K

Mar 31, 26

-1.01K

0.04%

TRUIST FINANCIAL CORP

18.92K

Mar 31, 26

+1.24K

0.04%

Wedmont Private Capital

18.89K

Mar 31, 26

+3.58K

0.04%

Meridian Wealth Management, LLC

17.30K

Mar 31, 26

-1.05K

0.04%

Dynamic Advisor Solutions LLC

17.05K

Mar 31, 26

-2.91K

0.04%

Kovack Advisors, Inc.

16.34K

Mar 31, 26

-1.28K

0.03%

Revisor Wealth Management LLC

15.96K

Mar 31, 26

0.03%

Capital Investment Advisory Services, LLC

15.68K

Mar 31, 26

0.03%

PRECEDENT WEALTH PARTNERS, LLC

15.21K

Mar 31, 26

-6.58K

0.03%

Steward Partners Investment Advisory, LLC

15.05K

Mar 31, 26

0.03%

Integrated Advisors Network LLC

14.67K

Mar 31, 26

-10.12K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

14.57K

Mar 31, 26

-1.36K

0.03%

MINDSET WEALTH MANAGEMENT, LLC

14.54K

Mar 31, 26

0.03%

SAX WEALTH ADVISORS, LLC

14.50K

Mar 31, 26

0.03%

CULLEN/FROST BANKERS, INC.

14.29K

Mar 31, 26

+3.58K

0.03%

Kestra Advisory Services, LLC

14.24K

Mar 31, 26

+4.51K

0.03%

Stolper Co

13.76K

Mar 31, 26

-16.51K

0.03%

Sowell Financial Services LLC

13.09K

Mar 31, 26

+18

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

13.01K

Mar 31, 26

+798

0.03%

Chicago Partners Investment Group LLC

12.64K

Mar 31, 26

-261

0.03%

Creekside Partners

12.44K

Mar 31, 26

+11

0.03%

Snowden Capital Advisors LLC

12.26K

Mar 31, 26

0.03%

David J Yvars Group

11.80K

Mar 31, 26

0.03%

JPMORGAN CHASE & CO

11.70K

Mar 31, 26

-11.99K

0.03%

Financial Insights, Inc.

11.60K

Mar 31, 26

0.02%

MATHER GROUP, LLC.

11.50K

Mar 31, 26

0.02%

Pensionmark Financial Group, LLC

11.30K

Mar 31, 26

-484

0.02%

Kingsview Wealth Management, LLC

11.17K

Mar 31, 26

+11.17K

0.02%

Stratos Wealth Partners, LTD.

10.62K

Mar 31, 26

+557

0.02%

Clearwater Capital Advisors, LLC

10.57K

Mar 31, 26

-139

0.02%

Colony Group, LLC

10.55K

Mar 31, 26

-10.82K

0.02%

Brookwood Investment Group LLC

10.54K

Mar 31, 26

+63

0.02%

Signal Advisors Wealth, LLC

10.05K

Mar 31, 26

-422

0.02%

Opus Capital Group, LLC

9.92K

Mar 31, 26

0.02%

Herold Advisors, Inc.

9.91K

Mar 31, 26

-1.08K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

9.53K

Mar 31, 26

-467

0.02%

Western Wealth Management, LLC

8.82K

Mar 31, 26

+8.82K

0.02%

Kozak & Associates, Inc.

5.75K

Mar 31, 26

-2.79K

0.01%

GILL CAPITAL PARTNERS, LLC

5.67K

Mar 31, 26

+5.67K

0.01%

Cassaday & Co Wealth Management LLC

5.36K

Mar 31, 26

+5.36K

0.01%

New Republic Capital, LLC

5.32K

Mar 31, 26

-249

0.01%

Federation des caisses Desjardins du Quebec

5.18K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

5.16K

Mar 31, 26

0.01%

Clearstead Advisors, LLC

4.77K

Mar 31, 26

0.01%

Crews Bank & Trust

4.69K

Mar 31, 26

0.01%

GLENMEDE TRUST CO NA

4.02K

Mar 31, 26

+4.02K

0.01%

Cornerstone Planning Group LLC

3.72K

Mar 31, 26

-3.24K

0.01%

MAI Capital Management

3.68K

Mar 31, 26

+1.00K

0.01%

JPL Wealth Management, LLC

3.54K

Mar 31, 26

+3.54K

0.01%

Transamerica Financial Advisors, Inc.

3.35K

Mar 31, 26

+2.27K

0.01%

Aptus Capital Advisors, LLC

3.27K

Mar 31, 26

0.01%

AE Wealth Management LLC

2.77K

Mar 31, 26

-508

0.01%

Geneos Wealth Management Inc.

2.50K

Mar 31, 26

0.01%

Farther Finance Advisors, LLC

2.48K

Mar 31, 26

0.01%

NBC SECURITIES, INC.

2.23K

Mar 31, 26

-1.36K

0.00%

Tower Research Capital LLC (TRC)

2.20K

Mar 31, 26

-28.22K

0.00%

Family Management Corp

2.00K

Mar 31, 26

0.00%

Hurley Capital, LLC

2.00K

Mar 31, 26

0.00%

Wagner Wealth Management, LLC

1.96K

Mar 31, 26

+21

0.00%

Spire Wealth Management

1.72K

Mar 31, 26

0.00%

Millstone Evans Group, LLC

1.52K

Mar 31, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

1.46K

Mar 31, 26

0.00%

Fortitude Family Office, LLC

1.40K

Mar 31, 26

0.00%

CARDIFF PARK ADVISORS, LLC

1.25K

Mar 31, 26

+1.25K

0.00%

Rialto Wealth Management, LLC

1.17K

Mar 31, 26

0.00%

NBT BANK N A /NY

1.14K

Mar 31, 26

0.00%

LGT Financial Advisors LLC

1.00K

Mar 31, 26

0.00%

Larson Financial Group LLC

1.00K

Mar 31, 26

0.00%

Westside Investment Management, Inc.

1.00K

Mar 31, 26

0.00%

Advanced Asset Management Advisors Inc

940

Mar 31, 26

0.00%

HOEY INVESTMENTS, INC

868

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

822

Mar 31, 26

0.00%

Allworth Financial LP

813

Mar 31, 26

0.00%

BlackRock, Inc.

800

Mar 31, 26

+800

0.00%

CVA Family Office, LLC

798

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

716

Mar 31, 26

+716

0.00%

Addison Advisors LLC

610

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

546

Mar 31, 26

-500

0.00%

LOWE BROCKENBROUGH & CO INC

512

Mar 31, 26

0.00%

Sound Income Strategies, LLC

508

Mar 31, 26

0.00%

Advisory Services Network, LLC

503

Mar 31, 26

+503

0.00%

Vermillion Wealth Management, Inc.

369

Mar 31, 26

0.00%

Strategic Investment Solutions, Inc. /IL

300

Mar 31, 26

0.00%

Princeton Global Asset Management LLC

231

Mar 31, 26

0.00%

Ancora Advisors, LLC

187

Mar 31, 26

+187

0.00%

ASSETMARK, INC

172

Mar 31, 26

0.00%

Dogwood Wealth Management LLC

117

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

103

Mar 31, 26

0.00%

Key FInancial Inc

103

Mar 31, 26

-146

0.00%

CoreCap Advisors, LLC

Mar 31, 26

-225

0.00%

SIMPLEX TRADING, LLC

Mar 31, 26

0.00%

NTV ASSET MANAGEMENT LLC

Mar 31, 26

-10.49K

D. E. Shaw & Co., Inc.

Mar 31, 26

-38.14K

Caitlin John, LLC

Mar 31, 26

-552

Parallel Advisors, LLC

Mar 31, 26

-391

Cresset Asset Management, LLC

Mar 31, 26

-46.75K

Pasadena Private Wealth, LLC

Mar 31, 26

-38.58K

Lifeworks Advisors, LLC

Mar 31, 26

-10.91K

FLOW TRADERS U.S. LLC

Mar 31, 26

-9.90K

ALERUS FINANCIAL NA

Mar 31, 26

-125

BENJAMIN EDWARDS INC

Mar 31, 26

-32.12K

Capital Advisory Group Advisory Services, LLC

Mar 31, 26

-166.75K

STIFEL FINANCIAL CORP

Mar 31, 26

-72.26K

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-36

1 NORTH WEALTH SERVICES LLC

Mar 31, 26

-125

LRI Investments, LLC

Mar 31, 26

-1

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-33

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-11

Brick & Kyle, Associates

108.03K

Dec 31, 25

+1.95K

0.23%

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%

Global Retirement Partners, LLC

8.22K

Dec 31, 25

-1.97K

0.02%

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

0.23%

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%