Invesco NASDAQ Next Gen 100 ETF(QQQJ)

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QQQJ(QQQJ)

QQQJ

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 234 Institutional Holders

Holder	Shares	Date	Change	% Held
RAYMOND JAMES FINANCIAL INC	1.20M	Jun 30, 26	+14.77K	4.75%
JONES FINANCIAL COMPANIES LLLP	697.05K	Jun 30, 26	+174.00K	2.75%
ADVISOR GROUP HOLDINGS, INC.	684.61K	Jun 30, 26	+156.05K	2.70%
LPL Financial LLC	634.08K	Jun 30, 26	+94.15K	2.50%
Systelligence, LLC	601.82K	Jun 30, 26	+11.09K	2.38%
LRI Investments, LLC	562.68K	Jun 30, 26	--	2.22%
UBS Group AG	513.64K	Jun 30, 26	+38.20K	2.03%
RETIREMENT FINANCIAL SOLUTIONS, LLC	473.14K	Jun 30, 26	+17.37K	1.87%
MORGAN STANLEY	421.57K	Jun 30, 26	+109.46K	1.66%
WELLS FARGO & COMPANY/MN	407.74K	Jun 30, 26	+60.67K	1.61%
Erickson Financial Group, LLC	233.58K	Jun 30, 26	+22.78K	0.92%
AMERIPRISE FINANCIAL INC	181.45K	Jun 30, 26	-88	0.72%
BANK OF AMERICA CORP /DE/	158.77K	Jun 30, 26	-12.10K	0.63%
Wealthcare Advisory Partners LLC	151.56K	Jun 30, 26	-4.99K	0.60%
Gerber Kawasaki Wealth & Investment Management	151.07K	Jun 30, 26	-1.89K	0.60%
Purus Wealth Management, LLC	140.46K	Jun 30, 26	+8.26K	0.55%
Beacon Pointe Advisors, LLC	125.46K	Jun 30, 26	+84.14K	0.50%
Wealthfront Advisers LLC	117.51K	Jun 30, 26	+33.23K	0.46%
COMMONWEALTH EQUITY SERVICES, LLC	106.36K	Jun 30, 26	+22.44K	0.42%
ROYAL BANK OF CANADA	81.59K	Jun 30, 26	-43.81K	0.32%
Essex Financial Services, Inc.	76.37K	Jun 30, 26	-688	0.30%
NATIXIS ADVISORS, L.P.	74.89K	Jun 30, 26	+28.48K	0.30%
Brookwood Investment Group LLC	69.24K	Jun 30, 26	-9.13K	0.27%
GUIDANCE CAPITAL, INC	67.02K	Jun 30, 26	+4.91K	0.26%
NOVEM GROUP	63.65K	Jun 30, 26	+700	0.25%
Private Advisor Group, LLC	58.94K	Jun 30, 26	+49.34K	0.23%
SRS Capital Advisors, Inc.	55.99K	Jun 30, 26	+55.99K	0.22%
CI INVESTMENTS INC.	49.16K	Jun 30, 26	+49.16K	0.19%
Cetera Investment Advisers	48.29K	Jun 30, 26	+5.23K	0.19%
Tradition Wealth Management, LLC	48.07K	Jun 30, 26	-1.82K	0.19%
Texas Yale Capital Corp.	46.54K	Jun 30, 26	+1.20K	0.18%
NOMURA ASSET MANAGEMENT CO LTD	46.50K	Jun 30, 26	--	0.18%
GERBER, LLC	45.20K	Jun 30, 26	-156	0.18%
Granite Bay Wealth Management, LLC	43.68K	Jun 30, 26	+878	0.17%
Goldstone Financial Group, LLC	35.94K	Jun 30, 26	-3.13K	0.14%
Equitable Holdings, Inc.	35.62K	Jun 30, 26	+1.23K	0.14%
McKinley Carter Wealth Services, Inc.	34.25K	Jun 30, 26	+6.78K	0.14%
Kingsview Wealth Management, LLC	34.11K	Jun 30, 26	+25.41K	0.13%
Brookstone Capital Management	33.38K	Jun 30, 26	+1.52K	0.13%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	29.85K	Jun 30, 26	+10.84K	0.12%
Proactive Wealth Strategies LLC	27.17K	Jun 30, 26	-912	0.11%
SPIREPOINT PRIVATE CLIENT, LLC	27.11K	Jun 30, 26	+1.01K	0.11%
ELLERSON GROUP INC /ADV	26.91K	Jun 30, 26	-71	0.11%
Mirae Asset Global Investments Co., Ltd.	26.86K	Jun 30, 26	--	0.11%
NewEdge Advisors, LLC	26.77K	Jun 30, 26	-2.38K	0.11%
Prospera Financial Services Inc	25.66K	Jun 30, 26	+8.28K	0.10%
WealthCare Investment Partners, LLC	24.30K	Jun 30, 26	+464	0.10%
Mariner, LLC	23.55K	Jun 30, 26	-18.81K	0.09%
Colony Group, LLC	21.99K	Jun 30, 26	+47	0.09%
Bleakley Financial Group, LLC	21.34K	Jun 30, 26	+21.34K	0.08%
Clearstead Advisors, LLC	20.60K	Jun 30, 26	-20.60K	0.08%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	20.45K	Jun 30, 26	-42	0.08%
Creative Planning	19.80K	Jun 30, 26	+5.84K	0.08%
Baird Financial Group, Inc.	19.55K	Jun 30, 26	+655	0.08%
Arkadios Wealth Advisors	19.07K	Jun 30, 26	+17	0.08%
ENVESTNET ASSET MANAGEMENT INC	18.78K	Jun 30, 26	+1.05K	0.07%
HighTower Advisors, LLC	17.88K	Jun 30, 26	+4.11K	0.07%
Global View Capital Management LLC	17.82K	Jun 30, 26	+111	0.07%
Western Wealth Management, LLC	17.58K	Jun 30, 26	+1.47K	0.07%
WEDBUSH SECURITIES INC	17.12K	Jun 30, 26	-845	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16.82K	Jun 30, 26	-1.41K	0.07%
Coppell Advisory Solutions LLC	16.23K	Jun 30, 26	+16.23K	0.06%
Mystic Asset Management, Inc.	13.56K	Jun 30, 26	-200	0.05%
Cresset Asset Management, LLC	13.54K	Jun 30, 26	-96	0.05%
Cambridge Investment Research Advisors, Inc.	12.68K	Jun 30, 26	-4.73K	0.05%
THRIVENT FINANCIAL FOR LUTHERANS	12.05K	Jun 30, 26	+12.05K	0.05%
Tower Research Capital LLC (TRC)	11.93K	Jun 30, 26	+2.07K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	11.67K	Jun 30, 26	+14	0.05%
Capital Investment Advisory Services, LLC	11.58K	Jun 30, 26	-50	0.05%
RMR Wealth Builders	11.11K	Jun 30, 26	-255	0.04%
MML INVESTORS SERVICES, LLC	10.67K	Jun 30, 26	+3.11K	0.04%
OPPENHEIMER & CO INC	9.94K	Jun 30, 26	-33	0.04%
STIFEL FINANCIAL CORP	9.70K	Jun 30, 26	+4.14K	0.04%
Pointe Capital Management LLC	9.38K	Jun 30, 26	-480	0.04%
Rockefeller Capital Management L.P.	9.22K	Jun 30, 26	+60	0.04%
Integrated Wealth Concepts LLC	9.14K	Jun 30, 26	+9.14K	0.04%
TRUIST FINANCIAL CORP	8.75K	Jun 30, 26	-57	0.03%
JPMORGAN CHASE & CO	8.66K	Jun 30, 26	-765	0.03%
TD Waterhouse Canada Inc.	8.56K	Jun 30, 26	-194	0.03%
Ellis Investment Partners, LLC	8.21K	Jun 30, 26	-328	0.03%
Rossby Financial, LCC	8.08K	Jun 30, 26	+4.96K	0.03%
FMR LLC	8.03K	Jun 30, 26	+4.11K	0.03%
Pensionmark Financial Group, LLC	7.91K	Jun 30, 26	-650	0.03%
GILL CAPITAL PARTNERS, LLC	7.64K	Jun 30, 26	--	0.03%
BANK OF MONTREAL /CAN/	7.45K	Jun 30, 26	-1	0.03%
CENTAURUS FINANCIAL, INC.	7.04K	Jun 30, 26	-49	0.03%
MERCER GLOBAL ADVISORS INC /ADV	7.00K	Jun 30, 26	+4	0.03%
Retirement Planning Co of New England, Inc.	6.98K	Jun 30, 26	-45	0.03%
Stratos Wealth Partners, LTD.	6.89K	Jun 30, 26	+143	0.03%
FLORIDA FINANCIAL ADVISORS, LLC	6.42K	Jun 30, 26	+6.42K	0.03%
Pinnacle Financial Group, LLC / IL	6.41K	Jun 30, 26	+301	0.03%
HighPoint Advisor Group LLC	6.06K	Jun 30, 26	-1.75K	0.02%
IHT Wealth Management, LLC	5.60K	Jun 30, 26	-125	0.02%
Sequoia Financial Advisors, LLC	5.57K	Jun 30, 26	+1	0.02%
City Center Advisors, LLC	5.56K	Jun 30, 26	+5.56K	0.02%
Mutual Advisors, LLC	5.47K	Jun 30, 26	+5.47K	0.02%
Runnymede Capital Advisors, Inc.	5.47K	Jun 30, 26	+5.47K	0.02%
Cerity Partners LLC	5.41K	Jun 30, 26	+5.41K	0.02%
Triton Wealth Management, PLLC	5.37K	Jun 30, 26	+5.37K	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	5.30K	Jun 30, 26	+5.30K	0.02%
Finward Bancorp	5.18K	Jun 30, 26	+5.18K	0.02%
BRANDYWINE OAK PRIVATE WEALTH LLC	5.15K	Jun 30, 26	+5.15K	0.02%
Kendall Capital Management	5.12K	Jun 30, 26	+5.12K	0.02%
Congress Park Capital LLC	4.99K	Jun 30, 26	+4.99K	0.02%
PRINCIPAL SECURITIES, INC.	4.98K	Jun 30, 26	+4.98K	0.02%
Janney Montgomery Scott LLC	4.93K	Jun 30, 26	+4.93K	0.02%
Patten Group, Inc.	4.83K	Jun 30, 26	+4.83K	0.02%
CASTLE WEALTH MANAGEMENT LLC	4.75K	Jun 30, 26	+4.75K	0.02%
WASHINGTON TRUST Co	4.59K	Jun 30, 26	+4.59K	0.02%
Goldstein Advisors, LLC	4.53K	Jun 30, 26	+4.53K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4.23K	Jun 30, 26	+2.75K	0.02%
Qube Research & Technologies Ltd	4.17K	Jun 30, 26	-8.03K	0.02%
Bogart Wealth, LLC	3.94K	Jun 30, 26	--	0.02%
JFS WEALTH ADVISORS, LLC	3.79K	Jun 30, 26	--	0.01%
Topsail Wealth Management, LLC	3.46K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	3.36K	Jun 30, 26	+3.36K	0.01%
TD Capital Management LLC	3.27K	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	2.94K	Jun 30, 26	-10.88K	0.01%
Ancora Advisors, LLC	2.91K	Jun 30, 26	-3.41K	0.01%
Plante Moran Financial Advisors, LLC	2.40K	Jun 30, 26	--	0.01%
BlackRock, Inc.	2.29K	Jun 30, 26	+2.29K	0.01%
Aptus Capital Advisors, LLC	1.88K	Jun 30, 26	--	0.01%
NATIONAL BANK OF CANADA /FI/	1.55K	Jun 30, 26	-2	0.01%
Investment Research & Advisory Group, Inc.	1.33K	Jun 30, 26	--	0.01%
Geneos Wealth Management Inc.	1.30K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	1.18K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	1.12K	Jun 30, 26	+905	0.00%
Allworth Financial LP	1.03K	Jun 30, 26	+82	0.00%
HARBOUR INVESTMENTS, INC.	1.02K	Jun 30, 26	-29	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	1.00K	Jun 30, 26	+250	0.00%
US BANCORP \DE\	855	Jun 30, 26	--	0.00%
Winch Advisory Services, LLC	853	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	782	Jun 30, 26	--	0.00%
Smithfield Trust Co	697	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	632	Jun 30, 26	+632	0.00%
Roble, Belko & Company, Inc	626	Jun 30, 26	-479	0.00%
Fourth Dimension Wealth, LLC	500	Jun 30, 26	--	0.00%
AE Wealth Management LLC	426	Jun 30, 26	+280	0.00%
SBI Securities Co., Ltd.	425	Jun 30, 26	+24	0.00%
GAMMA Investing LLC	401	Jun 30, 26	--	0.00%
MASSMUTUAL TRUST CO FSB/ADV	400	Jun 30, 26	--	0.00%
Pacific Center for Financial Services	379	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	338	Jun 30, 26	-311	0.00%
Key FInancial Inc	335	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	309	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	305	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	302	Jun 30, 26	+302	0.00%
Strategic Wealth Partners, Ltd.	295	Jun 30, 26	--	0.00%
Jackson, Grant Investment Advisers, Inc.	246	Jun 30, 26	--	0.00%
Crews Bank & Trust	240	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	216	Jun 30, 26	+216	0.00%
AdvisorNet Financial, Inc	213	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	210	Jun 30, 26	--	0.00%
Capital Analysts, LLC	200	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	200	Jun 30, 26	--	0.00%
Newbridge Financial Services Group, Inc.	200	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	200	Jun 30, 26	-309	0.00%
DiNuzzo Private Wealth, Inc.	175	Jun 30, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	171	Jun 30, 26	+171	0.00%
Cornerstone Planning Group LLC	160	Jun 30, 26	+7	0.00%
HOLLENCREST CAPITAL MANAGEMENT	138	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	137	Jun 30, 26	+137	0.00%
NVWM, LLC	135	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	134	Jun 30, 26	-1	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	130	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	129	Jun 30, 26	--	0.00%
ST GERMAIN D J CO INC	103	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	85	Jun 30, 26	+85	0.00%
Quest 10 Wealth Builders, Inc.	70	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	59	Jun 30, 26	--	0.00%
Mountain Hill Investment Partners Corp.	52	Jun 30, 26	--	0.00%
ASSETMARK, INC	36	Jun 30, 26	+36	0.00%
SJS Investment Consulting Inc.	20	Jun 30, 26	--	0.00%
CVA Family Office, LLC	20	Jun 30, 26	--	0.00%
Financial Life Planners	18	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	14	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	11	Jun 30, 26	--	0.00%
Hughes Financial Services, LLC	4	Jun 30, 26	--	0.00%
SIMS INVESTMENT MANAGEMENT, LLC	1	Jun 30, 26	+1	0.00%
JANE STREET GROUP, LLC	--	Jun 30, 26	-10.17K	--
Goodman Advisory Group, LLC	--	Jun 30, 26	-738	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-481	--
Truvestments Capital LLC	--	Jun 30, 26	-700	--
MAI Capital Management	--	Jun 30, 26	-1.36K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-21.41K	--
AMERIFLEX GROUP, INC.	--	Jun 30, 26	-50	--
Parallel Advisors, LLC	--	Jun 30, 26	-119	--
Coastal Investment Advisors, Inc.	--	Jun 30, 26	-780	--
Invesco Ltd.	--	Jun 30, 26	-45.13K	--
HRT FINANCIAL LP	--	Jun 30, 26	-9.25K	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-10	--
SIMPLEX TRADING, LLC	--	Jun 30, 26	-34	--
CWM, LLC	774	Mar 31, 26	+263	0.00%
Sunbelt Securities, Inc.	--	Mar 31, 26	-894	--
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-39.75K	--
Clarius Group, LLC	20.60K	Dec 31, 25	--	0.08%
CIBC Private Wealth Group, LLC	9.24K	Dec 31, 25	+210	0.04%
COMERICA BANK	1.18K	Dec 31, 25	+1.18K	0.00%
Stephens Consulting, LLC	528	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	128	Dec 31, 25	-852	0.00%
New Millennium Group LLC	20	Dec 31, 25	+20	0.00%
Apexium Financial, LP	22.19K	Sep 30, 25	-300	0.09%
FSA Wealth Management LLC	549	Sep 30, 25	-56	0.00%
OPTIMUM INVESTMENT ADVISORS	50	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	63.58K	Jun 30, 25	-8.52K	0.25%
Legacy Investment Solutions, LLC	58	Jun 30, 25	+58	0.00%
Sandy Spring Bank	305	Mar 31, 25	--	0.00%
WINTRUST INVESTMENTS LLC	--	Dec 31, 24	-2.35K	--
Raymond James Financial Services Advisors, Inc.	1.37M	Sep 30, 24	+1.35K	5.40%
RAYMOND JAMES & ASSOCIATES	51.74K	Sep 30, 24	-6.92K	0.20%
ICA Group Wealth Management, LLC	100	Jun 30, 24	--	0.00%
Private Ocean, LLC	17	Jun 30, 24	+17	0.00%
Cetera Advisors LLC	14.78K	Mar 31, 24	+1.75K	0.06%
Cetera Advisor Networks LLC	10.65K	Mar 31, 24	-620	0.04%
Mango Five Family, Inc.	3.75K	Mar 31, 24	--	0.01%
CAMBRIDGE TRUST CO	3.67K	Mar 31, 24	+3.67K	0.01%
Retirement Group, LLC	910	Mar 31, 24	--	0.00%
Cutler Group LLC / CA	39	Mar 31, 24	-23.20K	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	10.97K	Dec 31, 23	+10.97K	0.04%
WEALTHSOURCE PARTNERS, LLC	8.52K	Dec 31, 23	--	0.03%
Claybrook Capital, LLC	38.48K	Sep 30, 23	+59	0.15%
Sutton Wealth Advisors Inc.	1.68K	Sep 30, 23	-91	0.01%
True Capital Management	45.90K	Mar 31, 23	-1.15K	0.18%
Ahrens Investment Partners LLC	200	Mar 31, 23	+200	0.00%
Sargent Bickham Lagudis LLC	300	Dec 31, 22	+300	0.00%
Noked Capital LTD	91.99K	Sep 30, 22	+61.79K	0.36%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	67.87K	Sep 30, 22	+7.25K	0.27%
American Portfolios Advisors	1.09K	Sep 30, 22	-642	0.00%
HYA Advisors, Inc	29.06K	Jun 30, 22	+3.02K	0.11%
Investors Financial Group, LLC	12.50K	Dec 31, 21	+16	0.05%
Carroll Financial Associates, Inc.	1.00K	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	176	Dec 31, 21	+26	0.00%
OAKWOOD CAPITAL MANAGEMENT LLC/CA	18.00K	Jun 30, 21	--	0.07%
Winslow, Evans & Crocker, Inc.	263	Dec 31, 20	+263	0.00%

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Holder

Date

Change

% Held

RAYMOND JAMES FINANCIAL INC

1.20M

Jun 30, 26

+14.77K

4.75%

JONES FINANCIAL COMPANIES LLLP

697.05K

Jun 30, 26

+174.00K

2.75%

ADVISOR GROUP HOLDINGS, INC.

684.61K

Jun 30, 26

+156.05K

2.70%

LPL Financial LLC

634.08K

Jun 30, 26

+94.15K

2.50%

Systelligence, LLC

601.82K

Jun 30, 26

+11.09K

2.38%

LRI Investments, LLC

562.68K

Jun 30, 26

2.22%

UBS Group AG

513.64K

Jun 30, 26

+38.20K

2.03%

RETIREMENT FINANCIAL SOLUTIONS, LLC

473.14K

Jun 30, 26

+17.37K

1.87%

MORGAN STANLEY

421.57K

Jun 30, 26

+109.46K

1.66%

WELLS FARGO & COMPANY/MN

407.74K

Jun 30, 26

+60.67K

1.61%

Erickson Financial Group, LLC

233.58K

Jun 30, 26

+22.78K

0.92%

AMERIPRISE FINANCIAL INC

181.45K

Jun 30, 26

-88

0.72%

BANK OF AMERICA CORP /DE/

158.77K

Jun 30, 26

-12.10K

0.63%

Wealthcare Advisory Partners LLC

151.56K

Jun 30, 26

-4.99K

0.60%

Gerber Kawasaki Wealth & Investment Management

151.07K

Jun 30, 26

-1.89K

0.60%

Purus Wealth Management, LLC

140.46K

Jun 30, 26

+8.26K

0.55%

Beacon Pointe Advisors, LLC

125.46K

Jun 30, 26

+84.14K

0.50%

Wealthfront Advisers LLC

117.51K

Jun 30, 26

+33.23K

0.46%

COMMONWEALTH EQUITY SERVICES, LLC

106.36K

Jun 30, 26

+22.44K

0.42%

ROYAL BANK OF CANADA

81.59K

Jun 30, 26

-43.81K

0.32%

Essex Financial Services, Inc.

76.37K

Jun 30, 26

-688

0.30%

NATIXIS ADVISORS, L.P.

74.89K

Jun 30, 26

+28.48K

0.30%

Brookwood Investment Group LLC

69.24K

Jun 30, 26

-9.13K

0.27%

GUIDANCE CAPITAL, INC

67.02K

Jun 30, 26

+4.91K

0.26%

NOVEM GROUP

63.65K

Jun 30, 26

+700

0.25%

Private Advisor Group, LLC

58.94K

Jun 30, 26

+49.34K

0.23%

SRS Capital Advisors, Inc.

55.99K

Jun 30, 26

+55.99K

0.22%

CI INVESTMENTS INC.

49.16K

Jun 30, 26

+49.16K

0.19%

Cetera Investment Advisers

48.29K

Jun 30, 26

+5.23K

0.19%

Tradition Wealth Management, LLC

48.07K

Jun 30, 26

-1.82K

0.19%

Texas Yale Capital Corp.

46.54K

Jun 30, 26

+1.20K

0.18%

NOMURA ASSET MANAGEMENT CO LTD

46.50K

Jun 30, 26

0.18%

GERBER, LLC

45.20K

Jun 30, 26

-156

0.18%

Granite Bay Wealth Management, LLC

43.68K

Jun 30, 26

+878

0.17%

Goldstone Financial Group, LLC

35.94K

Jun 30, 26

-3.13K

0.14%

Equitable Holdings, Inc.

35.62K

Jun 30, 26

+1.23K

0.14%

McKinley Carter Wealth Services, Inc.

34.25K

Jun 30, 26

+6.78K

0.14%

Kingsview Wealth Management, LLC

34.11K

Jun 30, 26

+25.41K

0.13%

Brookstone Capital Management

33.38K

Jun 30, 26

+1.52K

0.13%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

29.85K

Jun 30, 26

+10.84K

0.12%

Proactive Wealth Strategies LLC

27.17K

Jun 30, 26

-912

0.11%

SPIREPOINT PRIVATE CLIENT, LLC

27.11K

Jun 30, 26

+1.01K

0.11%

ELLERSON GROUP INC /ADV

26.91K

Jun 30, 26

-71

0.11%

Mirae Asset Global Investments Co., Ltd.

26.86K

Jun 30, 26

0.11%

NewEdge Advisors, LLC

26.77K

Jun 30, 26

-2.38K

0.11%

Prospera Financial Services Inc

25.66K

Jun 30, 26

+8.28K

0.10%

WealthCare Investment Partners, LLC

24.30K

Jun 30, 26

+464

0.10%

Mariner, LLC

23.55K

Jun 30, 26

-18.81K

0.09%

Colony Group, LLC

21.99K

Jun 30, 26

+47

0.09%

Bleakley Financial Group, LLC

21.34K

Jun 30, 26

+21.34K

0.08%

Clearstead Advisors, LLC

20.60K

Jun 30, 26

-20.60K

0.08%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

20.45K

Jun 30, 26

-42

0.08%

Creative Planning

19.80K

Jun 30, 26

+5.84K

0.08%

Baird Financial Group, Inc.

19.55K

Jun 30, 26

+655

0.08%

Arkadios Wealth Advisors

19.07K

Jun 30, 26

+17

0.08%

ENVESTNET ASSET MANAGEMENT INC

18.78K

Jun 30, 26

+1.05K

0.07%

HighTower Advisors, LLC

17.88K

Jun 30, 26

+4.11K

0.07%

Global View Capital Management LLC

17.82K

Jun 30, 26

+111

0.07%

Western Wealth Management, LLC

17.58K

Jun 30, 26

+1.47K

0.07%

WEDBUSH SECURITIES INC

17.12K

Jun 30, 26

-845

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

16.82K

Jun 30, 26

-1.41K

0.07%

Coppell Advisory Solutions LLC

16.23K

Jun 30, 26

+16.23K

0.06%

Mystic Asset Management, Inc.

13.56K

Jun 30, 26

-200

0.05%

Cresset Asset Management, LLC

13.54K

Jun 30, 26

-96

0.05%

Cambridge Investment Research Advisors, Inc.

12.68K

Jun 30, 26

-4.73K

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

12.05K

Jun 30, 26

+12.05K

0.05%

Tower Research Capital LLC (TRC)

11.93K

Jun 30, 26

+2.07K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

11.67K

Jun 30, 26

+14

0.05%

Capital Investment Advisory Services, LLC

11.58K

Jun 30, 26

-50

0.05%

RMR Wealth Builders

11.11K

Jun 30, 26

-255

0.04%

MML INVESTORS SERVICES, LLC

10.67K

Jun 30, 26

+3.11K

0.04%

OPPENHEIMER & CO INC

9.94K

Jun 30, 26

-33

0.04%

STIFEL FINANCIAL CORP

9.70K

Jun 30, 26

+4.14K

0.04%

Pointe Capital Management LLC

9.38K

Jun 30, 26

-480

0.04%

Rockefeller Capital Management L.P.

9.22K

Jun 30, 26

+60

0.04%

Integrated Wealth Concepts LLC

9.14K

Jun 30, 26

+9.14K

0.04%

TRUIST FINANCIAL CORP

8.75K

Jun 30, 26

-57

0.03%

JPMORGAN CHASE & CO

8.66K

Jun 30, 26

-765

0.03%

TD Waterhouse Canada Inc.

8.56K

Jun 30, 26

-194

0.03%

Ellis Investment Partners, LLC

8.21K

Jun 30, 26

-328

0.03%

Rossby Financial, LCC

8.08K

Jun 30, 26

+4.96K

0.03%

FMR LLC

8.03K

Jun 30, 26

+4.11K

0.03%

Pensionmark Financial Group, LLC

7.91K

Jun 30, 26

-650

0.03%

GILL CAPITAL PARTNERS, LLC

7.64K

Jun 30, 26

0.03%

BANK OF MONTREAL /CAN/

7.45K

Jun 30, 26

-1

0.03%

CENTAURUS FINANCIAL, INC.

7.04K

Jun 30, 26

-49

0.03%

MERCER GLOBAL ADVISORS INC /ADV

7.00K

Jun 30, 26

0.03%

Retirement Planning Co of New England, Inc.

6.98K

Jun 30, 26

-45

0.03%

Stratos Wealth Partners, LTD.

6.89K

Jun 30, 26

+143

0.03%

FLORIDA FINANCIAL ADVISORS, LLC

6.42K

Jun 30, 26

+6.42K

0.03%

Pinnacle Financial Group, LLC / IL

6.41K

Jun 30, 26

+301

0.03%

HighPoint Advisor Group LLC

6.06K

Jun 30, 26

-1.75K

0.02%

IHT Wealth Management, LLC

5.60K

Jun 30, 26

-125

0.02%

Sequoia Financial Advisors, LLC

5.57K

Jun 30, 26

0.02%

City Center Advisors, LLC

5.56K

Jun 30, 26

+5.56K

0.02%

Mutual Advisors, LLC

5.47K

Jun 30, 26

+5.47K

0.02%

Runnymede Capital Advisors, Inc.

5.47K

Jun 30, 26

+5.47K

0.02%

Cerity Partners LLC

5.41K

Jun 30, 26

+5.41K

0.02%

Triton Wealth Management, PLLC

5.37K

Jun 30, 26

+5.37K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

5.30K

Jun 30, 26

+5.30K

0.02%

Finward Bancorp

5.18K

Jun 30, 26

+5.18K

0.02%

BRANDYWINE OAK PRIVATE WEALTH LLC

5.15K

Jun 30, 26

+5.15K

0.02%

Kendall Capital Management

5.12K

Jun 30, 26

+5.12K

0.02%

Congress Park Capital LLC

4.99K

Jun 30, 26

+4.99K

0.02%

PRINCIPAL SECURITIES, INC.

4.98K

Jun 30, 26

+4.98K

0.02%

Janney Montgomery Scott LLC

4.93K

Jun 30, 26

+4.93K

0.02%

Patten Group, Inc.

4.83K

Jun 30, 26

+4.83K

0.02%

CASTLE WEALTH MANAGEMENT LLC

4.75K

Jun 30, 26

+4.75K

0.02%

WASHINGTON TRUST Co

4.59K

Jun 30, 26

+4.59K

0.02%

Goldstein Advisors, LLC

4.53K

Jun 30, 26

+4.53K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.23K

Jun 30, 26

+2.75K

0.02%

Qube Research & Technologies Ltd

4.17K

Jun 30, 26

-8.03K

0.02%

Bogart Wealth, LLC

3.94K

Jun 30, 26

0.02%

JFS WEALTH ADVISORS, LLC

3.79K

Jun 30, 26

0.01%

Topsail Wealth Management, LLC

3.46K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

3.36K

Jun 30, 26

+3.36K

0.01%

TD Capital Management LLC

3.27K

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

2.94K

Jun 30, 26

-10.88K

0.01%

Ancora Advisors, LLC

2.91K

Jun 30, 26

-3.41K

0.01%

Plante Moran Financial Advisors, LLC

2.40K

Jun 30, 26

0.01%

BlackRock, Inc.

2.29K

Jun 30, 26

+2.29K

0.01%

Aptus Capital Advisors, LLC

1.88K

Jun 30, 26

0.01%

NATIONAL BANK OF CANADA /FI/

1.55K

Jun 30, 26

-2

0.01%

Investment Research & Advisory Group, Inc.

1.33K

Jun 30, 26

0.01%

Geneos Wealth Management Inc.

1.30K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

1.18K

Jun 30, 26

0.00%

IFP Advisors, Inc

1.12K

Jun 30, 26

+905

0.00%

Allworth Financial LP

1.03K

Jun 30, 26

+82

0.00%

HARBOUR INVESTMENTS, INC.

1.02K

Jun 30, 26

-29

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

1.00K

Jun 30, 26

+250

0.00%

US BANCORP \DE\

855

Jun 30, 26

0.00%

Winch Advisory Services, LLC

853

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

782

Jun 30, 26

0.00%

Smithfield Trust Co

697

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

632

Jun 30, 26

+632

0.00%

Roble, Belko & Company, Inc

626

Jun 30, 26

-479

0.00%

Fourth Dimension Wealth, LLC

500

Jun 30, 26

0.00%

AE Wealth Management LLC

426

Jun 30, 26

+280

0.00%

SBI Securities Co., Ltd.

425

Jun 30, 26

+24

0.00%

GAMMA Investing LLC

401

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

400

Jun 30, 26

0.00%

Pacific Center for Financial Services

379

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

338

Jun 30, 26

-311

0.00%

Key FInancial Inc

335

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

309

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

305

Jun 30, 26

0.00%

Continuum Advisory, LLC

302

Jun 30, 26

+302

0.00%

Strategic Wealth Partners, Ltd.

295

Jun 30, 26

0.00%

Jackson, Grant Investment Advisers, Inc.

246

Jun 30, 26

0.00%

Crews Bank & Trust

240

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

216

Jun 30, 26

+216

0.00%

AdvisorNet Financial, Inc

213

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

210

Jun 30, 26

0.00%

Capital Analysts, LLC

200

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

200

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

200

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

200

Jun 30, 26

-309

0.00%

DiNuzzo Private Wealth, Inc.

175

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

171

Jun 30, 26

+171

0.00%

Cornerstone Planning Group LLC

160

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

138

Jun 30, 26

0.00%

Colonial Trust Co / SC

137

Jun 30, 26

+137

0.00%

NVWM, LLC

135

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

134

Jun 30, 26

-1

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

130

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

129

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

103

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+85

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Mountain Hill Investment Partners Corp.

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

+36

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

CVA Family Office, LLC

Jun 30, 26

0.00%

Financial Life Planners

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

Jun 30, 26

0.00%

Hughes Financial Services, LLC

Jun 30, 26

0.00%

SIMS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

JANE STREET GROUP, LLC

Jun 30, 26

-10.17K

Goodman Advisory Group, LLC

Jun 30, 26

-738

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-481

Truvestments Capital LLC

Jun 30, 26

-700

MAI Capital Management

Jun 30, 26

-1.36K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-21.41K

AMERIFLEX GROUP, INC.

Jun 30, 26

-50

Parallel Advisors, LLC

Jun 30, 26

-119

Coastal Investment Advisors, Inc.

Jun 30, 26

-780

Invesco Ltd.

Jun 30, 26

-45.13K

HRT FINANCIAL LP

Jun 30, 26

-9.25K

Russell Investments Group, Ltd.

Jun 30, 26

-10

SIMPLEX TRADING, LLC

Jun 30, 26

-34

CWM, LLC

774

Mar 31, 26

+263

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

-894

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-39.75K

Clarius Group, LLC

20.60K

Dec 31, 25

0.08%

CIBC Private Wealth Group, LLC

9.24K

Dec 31, 25

+210

0.04%

COMERICA BANK

1.18K

Dec 31, 25

+1.18K

0.00%

Stephens Consulting, LLC

528

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

128

Dec 31, 25

-852

0.00%

New Millennium Group LLC

Dec 31, 25

+20

0.00%

Apexium Financial, LP

22.19K

Sep 30, 25

-300

0.09%

FSA Wealth Management LLC

549

Sep 30, 25

-56

0.00%

OPTIMUM INVESTMENT ADVISORS

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

63.58K

Jun 30, 25

-8.52K

0.25%

Legacy Investment Solutions, LLC

Jun 30, 25

+58

0.00%

Sandy Spring Bank

305

Mar 31, 25

0.00%

WINTRUST INVESTMENTS LLC

Dec 31, 24

-2.35K

Raymond James Financial Services Advisors, Inc.

1.37M

Sep 30, 24

+1.35K

5.40%

RAYMOND JAMES & ASSOCIATES

51.74K

Sep 30, 24

-6.92K

0.20%

ICA Group Wealth Management, LLC

100

Jun 30, 24

0.00%

Private Ocean, LLC

Jun 30, 24

+17

0.00%

Cetera Advisors LLC

14.78K

Mar 31, 24

+1.75K

0.06%

Cetera Advisor Networks LLC

10.65K

Mar 31, 24

-620

0.04%

Mango Five Family, Inc.

3.75K

Mar 31, 24

0.01%

CAMBRIDGE TRUST CO

3.67K

Mar 31, 24

+3.67K

0.01%

Retirement Group, LLC

910

Mar 31, 24

0.00%

Cutler Group LLC / CA

Mar 31, 24

-23.20K

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

10.97K

Dec 31, 23

+10.97K

0.04%

WEALTHSOURCE PARTNERS, LLC

8.52K

Dec 31, 23

0.03%

Claybrook Capital, LLC

38.48K

Sep 30, 23

+59

0.15%

Sutton Wealth Advisors Inc.

1.68K

Sep 30, 23

-91

0.01%

True Capital Management

45.90K

Mar 31, 23

-1.15K

0.18%

Ahrens Investment Partners LLC

200

Mar 31, 23

+200

0.00%

Sargent Bickham Lagudis LLC

300

Dec 31, 22

+300

0.00%

Noked Capital LTD

91.99K

Sep 30, 22

+61.79K

0.36%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

67.87K

Sep 30, 22

+7.25K

0.27%

American Portfolios Advisors

1.09K

Sep 30, 22

-642

0.00%

HYA Advisors, Inc

29.06K

Jun 30, 22

+3.02K

0.11%

Investors Financial Group, LLC

12.50K

Dec 31, 21

+16

0.05%

Carroll Financial Associates, Inc.

1.00K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

176

Dec 31, 21

+26

0.00%

OAKWOOD CAPITAL MANAGEMENT LLC/CA

18.00K

Jun 30, 21

0.07%

Winslow, Evans & Crocker, Inc.

263

Dec 31, 20

+263

0.00%