Invesco California AMT-Free Municipal Bond ETF(PWZ)

$23.73—Stale · unknown old

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Invesco California AMT-Free Municipal Bond ETF(PWZ)

NYSE • Last print unknown ago

$23.73—Stale · unknown old

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PWZ(PWZ)

PWZ

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Institutional Ownership

Top 168 Institutional Holders

Holder	Shares	Date	Change	% Held
Wealthfront Advisers LLC	17.48M	Jun 30, 26	+72.32K	35.73%
MERCER GLOBAL ADVISORS INC /ADV	3.48M	Jun 30, 26	+539.05K	7.11%
Gerber Kawasaki Wealth & Investment Management	2.09M	Jun 30, 26	+180.05K	4.28%
Miracle Mile Advisors, LLC	1.24M	Jun 30, 26	+5.70K	2.54%
SYON CAPITAL LLC	1.23M	Jun 30, 26	+26.64K	2.52%
BANK OF AMERICA CORP /DE/	1.22M	Jun 30, 26	+162.38K	2.48%
GUGGENHEIM CAPITAL LLC	1.03M	Jun 30, 26	+170.69K	2.10%
EP Wealth Advisors, LLC	788.64K	Jun 30, 26	+37.08K	1.61%
LPL Financial LLC	682.96K	Jun 30, 26	+49.09K	1.40%
MORGAN STANLEY	625.77K	Jun 30, 26	+37.49K	1.28%
FIRST FOUNDATION ADVISORS	379.88K	Jun 30, 26	+560	0.78%
Shared Vision Wealth Group LLC	310.89K	Jun 30, 26	+275.58K	0.64%
JPMORGAN CHASE & CO	297.67K	Jun 30, 26	+78.16K	0.61%
Pure Financial Advisors, LLC	284.90K	Jun 30, 26	+13.26K	0.58%
Robertson Stephens Wealth Management, LLC	238.20K	Jun 30, 26	+39.33K	0.49%
WELLS FARGO & COMPANY/MN	183.52K	Jun 30, 26	-50.87K	0.38%
Integrated Wealth Concepts LLC	175.46K	Jun 30, 26	+75.68K	0.36%
FIRST AMERICAN TRUST, FSB	169.37K	Jun 30, 26	-7.71K	0.35%
HighTower Advisors, LLC	145.79K	Jun 30, 26	+21.92K	0.30%
Chatterton & Associates Inc.	144.90K	Jun 30, 26	+12.49K	0.30%
Elmwood Wealth Management, Inc.	141.08K	Jun 30, 26	-835	0.29%
KEYBANK NATIONAL ASSOCIATION/OH	133.24K	Jun 30, 26	+10.26K	0.27%
JONES FINANCIAL COMPANIES LLLP	123.37K	Jun 30, 26	+3.24K	0.25%
Affinity Capital Advisors, LLC	123.28K	Jun 30, 26	+81.61K	0.25%
FMR LLC	110.87K	Jun 30, 26	+18.11K	0.23%
Farther Finance Advisors, LLC	100.62K	Jun 30, 26	+22.02K	0.21%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	89.45K	Jun 30, 26	+11.53K	0.18%
SimpliFi, Inc.	85.72K	Jun 30, 26	-415	0.18%
UBS Group AG	83.03K	Jun 30, 26	+270	0.17%
Navigation Group, LLC	77.03K	Jun 30, 26	--	0.16%
Steel Peak Wealth Management LLC	74.45K	Jun 30, 26	-11.15K	0.15%
JANE STREET GROUP, LLC	72.80K	Jun 30, 26	-13.91K	0.15%
RAYMOND JAMES FINANCIAL INC	71.63K	Jun 30, 26	+1.74K	0.15%
McNaughton Wealth Management, LLC	63.30K	Jun 30, 26	-6.57K	0.13%
COMMONWEALTH EQUITY SERVICES, LLC	63.11K	Jun 30, 26	+3.29K	0.13%
Tower Research Capital LLC (TRC)	61.77K	Jun 30, 26	+61.77K	0.13%
AMERIPRISE FINANCIAL INC	60.94K	Jun 30, 26	-3.77K	0.12%
CITADEL ADVISORS LLC	58.07K	Jun 30, 26	+58.07K	0.12%
Elequin Securities, LLC	50.03K	Jun 30, 26	+50.03K	0.10%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	48.51K	Jun 30, 26	+48.51K	0.10%
Private Advisor Group, LLC	47.31K	Jun 30, 26	+47.31K	0.10%
ENVESTNET ASSET MANAGEMENT INC	46.33K	Jun 30, 26	+11.02K	0.09%
Atomi Financial Group, Inc.	45.61K	Jun 30, 26	-24.08K	0.09%
Cetera Investment Advisers	45.55K	Jun 30, 26	+8.21K	0.09%
FOCUS Wealth Advisors, LLC	43.48K	Jun 30, 26	+98	0.09%
Cambridge Investment Research Advisors, Inc.	40.96K	Jun 30, 26	-1.74K	0.08%
Cerity Partners LLC	40.28K	Jun 30, 26	+20.14K	0.08%
Global Retirement Partners, LLC	39.42K	Jun 30, 26	+39.42K	0.08%
Prospera Financial Services Inc	38.69K	Jun 30, 26	+1.04K	0.08%
Resources Investment Advisors, LLC.	38.63K	Jun 30, 26	+7.05K	0.08%
Atlas Legacy Advisors, LLC	37.89K	Jun 30, 26	+436	0.08%
Quantinno Capital Management LP	37.69K	Jun 30, 26	+2.63K	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	35.20K	Jun 30, 26	-10.05K	0.07%
Destination Wealth Management	34.94K	Jun 30, 26	+1.13K	0.07%
Impact Investors, Inc	33.29K	Jun 30, 26	-12.11K	0.07%
C M BIDWELL & ASSOCIATES LTD	33.06K	Jun 30, 26	--	0.07%
MATTERN CAPITAL MANAGEMENT, LLC	31.26K	Jun 30, 26	+273	0.06%
Williams & Novak, LLC	29.90K	Jun 30, 26	--	0.06%
Betterment LLC	29.88K	Jun 30, 26	+15.71K	0.06%
Omega Financial Group, LLC	26.55K	Jun 30, 26	+611	0.05%
DIMENSION CAPITAL MANAGEMENT LLC	26.23K	Jun 30, 26	--	0.05%
Equitable Holdings, Inc.	25.98K	Jun 30, 26	+2.73K	0.05%
ADVISOR GROUP HOLDINGS, INC.	25.69K	Jun 30, 26	+2.82K	0.05%
Avantax Planning Partners, Inc.	25.50K	Jun 30, 26	--	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	24.96K	Jun 30, 26	+24.96K	0.05%
MML INVESTORS SERVICES, LLC	24.29K	Jun 30, 26	+4.27K	0.05%
NWF Advisory Services Inc.	23.15K	Jun 30, 26	--	0.05%
Mariner, LLC	23.00K	Jun 30, 26	-117.62K	0.05%
Fisher Asset Management, LLC	22.46K	Jun 30, 26	-647	0.05%
Creative Planning	20.64K	Jun 30, 26	-4.80K	0.04%
Brinker Capital Investments, LLC	20.23K	Jun 30, 26	--	0.04%
Savvy Advisors, Inc.	20.13K	Jun 30, 26	+6.56K	0.04%
BCS Private Wealth Management, Inc.	20.00K	Jun 30, 26	--	0.04%
SWEENEY & MICHEL, LLC	20.00K	Jun 30, 26	--	0.04%
Warren Street Wealth Advisors, LLC	19.37K	Jun 30, 26	-182	0.04%
Nautilus Advisors LLC	19.24K	Jun 30, 26	-700	0.04%
SEEDS INVESTOR LLC	18.88K	Jun 30, 26	+18.88K	0.04%
ROYAL BANK OF CANADA	18.29K	Jun 30, 26	+2.65K	0.04%
STIFEL FINANCIAL CORP	18.09K	Jun 30, 26	+6.70K	0.04%
Apella Capital, LLC	14.88K	Jun 30, 26	--	0.03%
KINGSWOOD WEALTH ADVISORS, LLC	14.75K	Jun 30, 26	+14.75K	0.03%
WADDELL & ASSOCIATES, LLC	14.13K	Jun 30, 26	--	0.03%
ASSETMARK, INC	14.04K	Jun 30, 26	-37	0.03%
WEDBUSH SECURITIES INC	13.55K	Jun 30, 26	+4.20K	0.03%
WealthPlan Investment Management, LLC	13.19K	Jun 30, 26	-17	0.03%
Fort Point Capital Partners LLC	13.05K	Jun 30, 26	+13.05K	0.03%
TWIN PEAKS WEALTH ADVISORS, LLC	12.86K	Jun 30, 26	+2.75K	0.03%
Climber Capital SA	12.62K	Jun 30, 26	--	0.03%
TME FINANCIAL, INC.	12.31K	Jun 30, 26	+34	0.03%
Steward Partners Investment Advisory, LLC	11.65K	Jun 30, 26	--	0.02%
Werba Rubin Papier Wealth Management	11.44K	Jun 30, 26	+11.44K	0.02%
Laurel Wealth Planning LLC	11.25K	Jun 30, 26	-356	0.02%
Cresset Asset Management, LLC	10.78K	Jun 30, 26	+10.78K	0.02%
Concurrent Investment Advisors, LLC	10.40K	Jun 30, 26	--	0.02%
FORONJY FINANCIAL LLC	10.24K	Jun 30, 26	+447	0.02%
HILL ISLAND FINANCIAL LLC	10.24K	Jun 30, 26	-9.80K	0.02%
Rossby Financial, LCC	9.89K	Jun 30, 26	--	0.02%
FF Advisors,LLC	9.82K	Jun 30, 26	+9.82K	0.02%
CI Private Wealth, LLC	9.73K	Jun 30, 26	+9.73K	0.02%
FIDUCIARY FINANCIAL ADVISORS	9.61K	Jun 30, 26	+227	0.02%
MONOGRAPH WEALTH ADVISORS, LLC	9.24K	Jun 30, 26	+9.24K	0.02%
CIBC Bancorp USA Inc.	9.24K	Jun 30, 26	--	0.02%
NorthRock Partners, LLC	9.01K	Jun 30, 26	-3.01K	0.02%
Parkshore Wealth Management, Inc.	8.90K	Jun 30, 26	+84	0.02%
PRIVATE CLIENT SERVICES, LLC	8.65K	Jun 30, 26	+81	0.02%
Rockefeller Capital Management L.P.	8.48K	Jun 30, 26	+58	0.02%
Greykasell Wealth Strategies, Inc.	8.42K	Jun 30, 26	-8.70K	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	6.00K	Jun 30, 26	+3.00K	0.01%
Dynamic Wealth Strategies, LLC	5.14K	Jun 30, 26	+291	0.01%
Main Management LLC	4.45K	Jun 30, 26	-30	0.01%
Ameritas Investment Partners, Inc.	3.79K	Jun 30, 26	+20	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	3.75K	Jun 30, 26	--	0.01%
ZRC WEALTH MANAGEMENT, LLC	3.13K	Jun 30, 26	+30	0.01%
Larson Financial Group LLC	2.65K	Jun 30, 26	--	0.01%
AMERIFLEX GROUP, INC.	2.14K	Jun 30, 26	+20	0.00%
PETERSON WEALTH MANAGEMENT	1.55K	Jun 30, 26	+1.55K	0.00%
SIMPLEX TRADING, LLC	1.45K	Jun 30, 26	-137	0.00%
EverSource Wealth Advisors, LLC	1.28K	Jun 30, 26	+12	0.00%
Aptus Capital Advisors, LLC	798	Jun 30, 26	+781	0.00%
ABOUND FINANCIAL, LLC	754	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	543	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	528	Jun 30, 26	+528	0.00%
Versant Capital Management, Inc	370	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	348	Jun 30, 26	+348	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	284	Jun 30, 26	+284	0.00%
BNP PARIBAS ARBITRAGE, SNC	267	Jun 30, 26	-2.54K	0.00%
AE Wealth Management LLC	206	Jun 30, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	100	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	28	Jun 30, 26	-196	0.00%
Smartleaf Asset Management LLC	1	Jun 30, 26	--	0.00%
IHT Wealth Management, LLC	--	Jun 30, 26	-9.03K	--
Stratos Wealth Partners, LTD.	--	Jun 30, 26	-9.39K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-8.94K	--
Ameritas Advisory Services, LLC	--	Jun 30, 26	-10.75K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-23.59K	--
Allworth Financial LP	--	Jun 30, 26	-86.58K	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-10.00K	--
Root Financial Partners, LLC	--	Jun 30, 26	-4.44K	--
Parallel Advisors, LLC	--	Jun 30, 26	-40	--
BANK OF MONTREAL /CAN/	--	Jun 30, 26	-254	--
Vise Technologies, Inc.	--	Jun 30, 26	-13.67K	--
Allegiance Financial Group Advisory Services LLC	--	Jun 30, 26	-25.87K	--
Align Financial, LLC	--	Jun 30, 26	-2.94K	--
CLIFFORD SWAN INVESTMENT COUNSEL LLC	--	Jun 30, 26	-11.05K	--
Beacon Pointe Advisors, LLC	--	Jun 30, 26	-155.00K	--
JOURNEY STRATEGIC WEALTH LLC	23.45K	Mar 31, 26	+406	0.05%
COMERICA BANK	300	Dec 31, 25	-8.10K	0.00%
Certus Wealth Management, LLC	65.20K	Sep 30, 25	+47.90K	0.13%
FSA Wealth Management LLC	592	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	16.33K	Jun 30, 25	-285	0.03%
Orion Portfolio Solutions, LLC	92.72K	Mar 31, 25	-3.02K	0.19%
Raymond James Financial Services Advisors, Inc.	15.09K	Sep 30, 24	-203	0.03%
Charles Schwab Investment Advisory, Inc.	9.50M	Mar 31, 24	-313.55K	19.42%
Cetera Advisor Networks LLC	22.68K	Mar 31, 24	+2.62K	0.05%
WEALTHSOURCE PARTNERS, LLC	117.26K	Dec 31, 23	-46.91K	0.24%
DFPG INVESTMENTS, LLC	58.52K	Dec 31, 23	+58.52K	0.12%
Bartlett & Co. LLC	1.43K	Dec 31, 23	--	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	188.37K	Sep 30, 22	+9.72K	0.38%
Karp Capital Management Corp	19.49K	Sep 30, 22	+850	0.04%
REILLY FINANCIAL ADVISORS, LLC	8.12K	Dec 31, 21	--	0.02%
NEXT Financial Group, Inc	800	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	--	Sep 30, 21	-23.07K	--
AdvicePeriod, LLC	9.88K	Jun 30, 21	+174	0.02%
Epstein & White Financial LLC	8.21K	Jun 30, 21	+1	0.02%
NewFocus Financial Group, LLC	7.25K	Dec 31, 20	--	0.01%
Partnervest Advisory Services LLC	18.14K	Sep 30, 20	-2.09K	0.04%
Advisor Group, Inc.	15.56K	Dec 31, 19	+44	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	7.16K	Dec 31, 19	+177	0.01%

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Holder

Date

Change

% Held

Wealthfront Advisers LLC

17.48M

Jun 30, 26

+72.32K

35.73%

MERCER GLOBAL ADVISORS INC /ADV

3.48M

Jun 30, 26

+539.05K

7.11%

Gerber Kawasaki Wealth & Investment Management

2.09M

Jun 30, 26

+180.05K

4.28%

Miracle Mile Advisors, LLC

1.24M

Jun 30, 26

+5.70K

2.54%

SYON CAPITAL LLC

1.23M

Jun 30, 26

+26.64K

2.52%

BANK OF AMERICA CORP /DE/

1.22M

Jun 30, 26

+162.38K

2.48%

GUGGENHEIM CAPITAL LLC

1.03M

Jun 30, 26

+170.69K

2.10%

EP Wealth Advisors, LLC

788.64K

Jun 30, 26

+37.08K

1.61%

LPL Financial LLC

682.96K

Jun 30, 26

+49.09K

1.40%

MORGAN STANLEY

625.77K

Jun 30, 26

+37.49K

1.28%

FIRST FOUNDATION ADVISORS

379.88K

Jun 30, 26

+560

0.78%

Shared Vision Wealth Group LLC

310.89K

Jun 30, 26

+275.58K

0.64%

JPMORGAN CHASE & CO

297.67K

Jun 30, 26

+78.16K

0.61%

Pure Financial Advisors, LLC

284.90K

Jun 30, 26

+13.26K

0.58%

Robertson Stephens Wealth Management, LLC

238.20K

Jun 30, 26

+39.33K

0.49%

WELLS FARGO & COMPANY/MN

183.52K

Jun 30, 26

-50.87K

0.38%

Integrated Wealth Concepts LLC

175.46K

Jun 30, 26

+75.68K

0.36%

FIRST AMERICAN TRUST, FSB

169.37K

Jun 30, 26

-7.71K

0.35%

HighTower Advisors, LLC

145.79K

Jun 30, 26

+21.92K

0.30%

Chatterton & Associates Inc.

144.90K

Jun 30, 26

+12.49K

0.30%

Elmwood Wealth Management, Inc.

141.08K

Jun 30, 26

-835

0.29%

KEYBANK NATIONAL ASSOCIATION/OH

133.24K

Jun 30, 26

+10.26K

0.27%

JONES FINANCIAL COMPANIES LLLP

123.37K

Jun 30, 26

+3.24K

0.25%

Affinity Capital Advisors, LLC

123.28K

Jun 30, 26

+81.61K

0.25%

FMR LLC

110.87K

Jun 30, 26

+18.11K

0.23%

Farther Finance Advisors, LLC

100.62K

Jun 30, 26

+22.02K

0.21%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

89.45K

Jun 30, 26

+11.53K

0.18%

SimpliFi, Inc.

85.72K

Jun 30, 26

-415

0.18%

UBS Group AG

83.03K

Jun 30, 26

+270

0.17%

Navigation Group, LLC

77.03K

Jun 30, 26

0.16%

Steel Peak Wealth Management LLC

74.45K

Jun 30, 26

-11.15K

0.15%

JANE STREET GROUP, LLC

72.80K

Jun 30, 26

-13.91K

0.15%

RAYMOND JAMES FINANCIAL INC

71.63K

Jun 30, 26

+1.74K

0.15%

McNaughton Wealth Management, LLC

63.30K

Jun 30, 26

-6.57K

0.13%

COMMONWEALTH EQUITY SERVICES, LLC

63.11K

Jun 30, 26

+3.29K

0.13%

Tower Research Capital LLC (TRC)

61.77K

Jun 30, 26

+61.77K

0.13%

AMERIPRISE FINANCIAL INC

60.94K

Jun 30, 26

-3.77K

0.12%

CITADEL ADVISORS LLC

58.07K

Jun 30, 26

+58.07K

0.12%

Elequin Securities, LLC

50.03K

Jun 30, 26

+50.03K

0.10%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

48.51K

Jun 30, 26

+48.51K

0.10%

Private Advisor Group, LLC

47.31K

Jun 30, 26

+47.31K

0.10%

ENVESTNET ASSET MANAGEMENT INC

46.33K

Jun 30, 26

+11.02K

0.09%

Atomi Financial Group, Inc.

45.61K

Jun 30, 26

-24.08K

0.09%

Cetera Investment Advisers

45.55K

Jun 30, 26

+8.21K

0.09%

FOCUS Wealth Advisors, LLC

43.48K

Jun 30, 26

+98

0.09%

Cambridge Investment Research Advisors, Inc.

40.96K

Jun 30, 26

-1.74K

0.08%

Cerity Partners LLC

40.28K

Jun 30, 26

+20.14K

0.08%

Global Retirement Partners, LLC

39.42K

Jun 30, 26

+39.42K

0.08%

Prospera Financial Services Inc

38.69K

Jun 30, 26

+1.04K

0.08%

Resources Investment Advisors, LLC.

38.63K

Jun 30, 26

+7.05K

0.08%

Atlas Legacy Advisors, LLC

37.89K

Jun 30, 26

+436

0.08%

Quantinno Capital Management LP

37.69K

Jun 30, 26

+2.63K

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

35.20K

Jun 30, 26

-10.05K

0.07%

Destination Wealth Management

34.94K

Jun 30, 26

+1.13K

0.07%

Impact Investors, Inc

33.29K

Jun 30, 26

-12.11K

0.07%

C M BIDWELL & ASSOCIATES LTD

33.06K

Jun 30, 26

0.07%

MATTERN CAPITAL MANAGEMENT, LLC

31.26K

Jun 30, 26

+273

0.06%

Williams & Novak, LLC

29.90K

Jun 30, 26

0.06%

Betterment LLC

29.88K

Jun 30, 26

+15.71K

0.06%

Omega Financial Group, LLC

26.55K

Jun 30, 26

+611

0.05%

DIMENSION CAPITAL MANAGEMENT LLC

26.23K

Jun 30, 26

0.05%

Equitable Holdings, Inc.

25.98K

Jun 30, 26

+2.73K

0.05%

ADVISOR GROUP HOLDINGS, INC.

25.69K

Jun 30, 26

+2.82K

0.05%

Avantax Planning Partners, Inc.

25.50K

Jun 30, 26

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

24.96K

Jun 30, 26

+24.96K

0.05%

MML INVESTORS SERVICES, LLC

24.29K

Jun 30, 26

+4.27K

0.05%

NWF Advisory Services Inc.

23.15K

Jun 30, 26

0.05%

Mariner, LLC

23.00K

Jun 30, 26

-117.62K

0.05%

Fisher Asset Management, LLC

22.46K

Jun 30, 26

-647

0.05%

Creative Planning

20.64K

Jun 30, 26

-4.80K

0.04%

Brinker Capital Investments, LLC

20.23K

Jun 30, 26

0.04%

Savvy Advisors, Inc.

20.13K

Jun 30, 26

+6.56K

0.04%

BCS Private Wealth Management, Inc.

20.00K

Jun 30, 26

0.04%

SWEENEY & MICHEL, LLC

20.00K

Jun 30, 26

0.04%

Warren Street Wealth Advisors, LLC

19.37K

Jun 30, 26

-182

0.04%

Nautilus Advisors LLC

19.24K

Jun 30, 26

-700

0.04%

SEEDS INVESTOR LLC

18.88K

Jun 30, 26

+18.88K

0.04%

ROYAL BANK OF CANADA

18.29K

Jun 30, 26

+2.65K

0.04%

STIFEL FINANCIAL CORP

18.09K

Jun 30, 26

+6.70K

0.04%

Apella Capital, LLC

14.88K

Jun 30, 26

0.03%

KINGSWOOD WEALTH ADVISORS, LLC

14.75K

Jun 30, 26

+14.75K

0.03%

WADDELL & ASSOCIATES, LLC

14.13K

Jun 30, 26

0.03%

ASSETMARK, INC

14.04K

Jun 30, 26

-37

0.03%

WEDBUSH SECURITIES INC

13.55K

Jun 30, 26

+4.20K

0.03%

WealthPlan Investment Management, LLC

13.19K

Jun 30, 26

-17

0.03%

Fort Point Capital Partners LLC

13.05K

Jun 30, 26

+13.05K

0.03%

TWIN PEAKS WEALTH ADVISORS, LLC

12.86K

Jun 30, 26

+2.75K

0.03%

Climber Capital SA

12.62K

Jun 30, 26

0.03%

TME FINANCIAL, INC.

12.31K

Jun 30, 26

+34

0.03%

Steward Partners Investment Advisory, LLC

11.65K

Jun 30, 26

0.02%

Werba Rubin Papier Wealth Management

11.44K

Jun 30, 26

+11.44K

0.02%

Laurel Wealth Planning LLC

11.25K

Jun 30, 26

-356

0.02%

Cresset Asset Management, LLC

10.78K

Jun 30, 26

+10.78K

0.02%

Concurrent Investment Advisors, LLC

10.40K

Jun 30, 26

0.02%

FORONJY FINANCIAL LLC

10.24K

Jun 30, 26

+447

0.02%

HILL ISLAND FINANCIAL LLC

10.24K

Jun 30, 26

-9.80K

0.02%

Rossby Financial, LCC

9.89K

Jun 30, 26

0.02%

FF Advisors,LLC

9.82K

Jun 30, 26

+9.82K

0.02%

CI Private Wealth, LLC

9.73K

Jun 30, 26

+9.73K

0.02%

FIDUCIARY FINANCIAL ADVISORS

9.61K

Jun 30, 26

+227

0.02%

MONOGRAPH WEALTH ADVISORS, LLC

9.24K

Jun 30, 26

+9.24K

0.02%

CIBC Bancorp USA Inc.

9.24K

Jun 30, 26

0.02%

NorthRock Partners, LLC

9.01K

Jun 30, 26

-3.01K

0.02%

Parkshore Wealth Management, Inc.

8.90K

Jun 30, 26

+84

0.02%

PRIVATE CLIENT SERVICES, LLC

8.65K

Jun 30, 26

+81

0.02%

Rockefeller Capital Management L.P.

8.48K

Jun 30, 26

+58

0.02%

Greykasell Wealth Strategies, Inc.

8.42K

Jun 30, 26

-8.70K

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

6.00K

Jun 30, 26

+3.00K

0.01%

Dynamic Wealth Strategies, LLC

5.14K

Jun 30, 26

+291

0.01%

Main Management LLC

4.45K

Jun 30, 26

-30

0.01%

Ameritas Investment Partners, Inc.

3.79K

Jun 30, 26

+20

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

3.75K

Jun 30, 26

0.01%

ZRC WEALTH MANAGEMENT, LLC

3.13K

Jun 30, 26

+30

0.01%

Larson Financial Group LLC

2.65K

Jun 30, 26

0.01%

AMERIFLEX GROUP, INC.

2.14K

Jun 30, 26

+20

0.00%

PETERSON WEALTH MANAGEMENT

1.55K

Jun 30, 26

+1.55K

0.00%

SIMPLEX TRADING, LLC

1.45K

Jun 30, 26

-137

0.00%

EverSource Wealth Advisors, LLC

1.28K

Jun 30, 26

+12

0.00%

Aptus Capital Advisors, LLC

798

Jun 30, 26

+781

0.00%

ABOUND FINANCIAL, LLC

754

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

543

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

528

Jun 30, 26

+528

0.00%

Versant Capital Management, Inc

370

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

348

Jun 30, 26

+348

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

284

Jun 30, 26

+284

0.00%

BNP PARIBAS ARBITRAGE, SNC

267

Jun 30, 26

-2.54K

0.00%

AE Wealth Management LLC

206

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

100

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-196

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

IHT Wealth Management, LLC

Jun 30, 26

-9.03K

Stratos Wealth Partners, LTD.

Jun 30, 26

-9.39K

OLD MISSION CAPITAL LLC

Jun 30, 26

-8.94K

Ameritas Advisory Services, LLC

Jun 30, 26

-10.75K

FLOW TRADERS U.S. LLC

Jun 30, 26

-23.59K

Allworth Financial LP

Jun 30, 26

-86.58K

Gateway Wealth Partners, LLC

Jun 30, 26

-10.00K

Root Financial Partners, LLC

Jun 30, 26

-4.44K

Parallel Advisors, LLC

Jun 30, 26

-40

BANK OF MONTREAL /CAN/

Jun 30, 26

-254

Vise Technologies, Inc.

Jun 30, 26

-13.67K

Allegiance Financial Group Advisory Services LLC

Jun 30, 26

-25.87K

Align Financial, LLC

Jun 30, 26

-2.94K

CLIFFORD SWAN INVESTMENT COUNSEL LLC

Jun 30, 26

-11.05K

Beacon Pointe Advisors, LLC

Jun 30, 26

-155.00K

JOURNEY STRATEGIC WEALTH LLC

23.45K

Mar 31, 26

+406

0.05%

COMERICA BANK

300

Dec 31, 25

-8.10K

0.00%

Certus Wealth Management, LLC

65.20K

Sep 30, 25

+47.90K

0.13%

FSA Wealth Management LLC

592

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

16.33K

Jun 30, 25

-285

0.03%

Orion Portfolio Solutions, LLC

92.72K

Mar 31, 25

-3.02K

0.19%

Raymond James Financial Services Advisors, Inc.

15.09K

Sep 30, 24

-203

0.03%

Charles Schwab Investment Advisory, Inc.

9.50M

Mar 31, 24

-313.55K

19.42%

Cetera Advisor Networks LLC

22.68K

Mar 31, 24

+2.62K

0.05%

WEALTHSOURCE PARTNERS, LLC

117.26K

Dec 31, 23

-46.91K

0.24%

DFPG INVESTMENTS, LLC

58.52K

Dec 31, 23

+58.52K

0.12%

Bartlett & Co. LLC

1.43K

Dec 31, 23

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

188.37K

Sep 30, 22

+9.72K

0.38%

Karp Capital Management Corp

19.49K

Sep 30, 22

+850

0.04%

REILLY FINANCIAL ADVISORS, LLC

8.12K

Dec 31, 21

0.02%

NEXT Financial Group, Inc

800

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

Sep 30, 21

-23.07K

AdvicePeriod, LLC

9.88K

Jun 30, 21

+174

0.02%

Epstein & White Financial LLC

8.21K

Jun 30, 21

0.02%

NewFocus Financial Group, LLC

7.25K

Dec 31, 20

0.01%

Partnervest Advisory Services LLC

18.14K

Sep 30, 20

-2.09K

0.04%

Advisor Group, Inc.

15.56K

Dec 31, 19

+44

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

7.16K

Dec 31, 19

+177

0.01%