Invesco NASDAQ Next Gen 100 ETF(QQQJ)

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Invesco NASDAQ Next Gen 100 ETF(QQQJ)

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$45.42—

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QQQJ(QQQJ)

QQQJ

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

Institutional Ownership

Top 215 Institutional Holders

Holder	Shares	Date	Change	% Held
RAYMOND JAMES FINANCIAL INC	1.19M	Mar 31, 26	+19.63K	4.93%
Systelligence, LLC	590.73K	Mar 31, 26	+103.26K	2.45%
LRI Investments, LLC	562.68K	Mar 31, 26	--	2.34%
LPL Financial LLC	539.94K	Mar 31, 26	+72.60K	2.24%
ADVISOR GROUP HOLDINGS, INC.	528.56K	Mar 31, 26	-141.23K	2.19%
JONES FINANCIAL COMPANIES LLLP	523.05K	Mar 31, 26	+158.67K	2.17%
UBS Group AG	475.44K	Mar 31, 26	+369.05K	1.97%
RETIREMENT FINANCIAL SOLUTIONS, LLC	455.77K	Mar 31, 26	+11.85K	1.89%
WELLS FARGO & COMPANY/MN	347.07K	Mar 31, 26	+52.55K	1.44%
MORGAN STANLEY	312.11K	Mar 31, 26	+30.60K	1.30%
Erickson Financial Group, LLC	210.80K	Mar 31, 26	+1.92K	0.87%
AMERIPRISE FINANCIAL INC	181.54K	Mar 31, 26	+43.12K	0.75%
BANK OF AMERICA CORP /DE/	170.87K	Mar 31, 26	-6.54K	0.71%
Wealthcare Advisory Partners LLC	156.54K	Mar 31, 26	+2.16K	0.65%
Gerber Kawasaki Wealth & Investment Management	152.96K	Mar 31, 26	-16.15K	0.63%
Purus Wealth Management, LLC	132.21K	Mar 31, 26	+8.79K	0.55%
ROYAL BANK OF CANADA	125.40K	Mar 31, 26	+48.22K	0.52%
Wealthfront Advisers LLC	84.28K	Mar 31, 26	+8.61K	0.35%
COMMONWEALTH EQUITY SERVICES, LLC	83.92K	Mar 31, 26	+6.40K	0.35%
Brookwood Investment Group LLC	78.38K	Mar 31, 26	+78.38K	0.33%
Essex Financial Services, Inc.	77.06K	Mar 31, 26	+15	0.32%
NOVEM GROUP	62.95K	Mar 31, 26	--	0.26%
GUIDANCE CAPITAL, INC	62.11K	Mar 31, 26	+45.14K	0.26%
Tradition Wealth Management, LLC	49.89K	Mar 31, 26	-1.29K	0.21%
NOMURA ASSET MANAGEMENT CO LTD	46.50K	Mar 31, 26	+46.50K	0.19%
NATIXIS ADVISORS, L.P.	46.41K	Mar 31, 26	+34.31K	0.19%
GERBER, LLC	45.36K	Mar 31, 26	--	0.19%
Texas Yale Capital Corp.	45.34K	Mar 31, 26	--	0.19%
Invesco Ltd.	45.13K	Mar 31, 26	-197	0.19%
Cetera Investment Advisers	43.06K	Mar 31, 26	-211	0.18%
Granite Bay Wealth Management, LLC	42.80K	Mar 31, 26	+4.71K	0.18%
Mariner, LLC	42.36K	Mar 31, 26	+9.92K	0.18%
Beacon Pointe Advisors, LLC	41.32K	Mar 31, 26	+41.32K	0.17%
Clearstead Advisors, LLC	41.20K	Mar 31, 26	+41.20K	0.17%
Goldstone Financial Group, LLC	39.07K	Mar 31, 26	-1.89K	0.16%
Equitable Holdings, Inc.	34.39K	Mar 31, 26	+256	0.14%
Brookstone Capital Management	31.86K	Mar 31, 26	-1.29K	0.13%
NewEdge Advisors, LLC	29.15K	Mar 31, 26	-2.36K	0.12%
Proactive Wealth Strategies LLC	28.08K	Mar 31, 26	+14.06K	0.12%
McKinley Carter Wealth Services, Inc.	27.48K	Mar 31, 26	-3.11K	0.11%
ELLERSON GROUP INC /ADV	26.98K	Mar 31, 26	-439	0.11%
Mirae Asset Global Investments Co., Ltd.	26.86K	Mar 31, 26	-1.20K	0.11%
SPIREPOINT PRIVATE CLIENT, LLC	26.10K	Mar 31, 26	+283	0.11%
WealthCare Investment Partners, LLC	23.84K	Mar 31, 26	+246	0.10%
Colony Group, LLC	21.94K	Mar 31, 26	+974	0.09%
GOLDMAN SACHS GROUP INC	21.41K	Mar 31, 26	+21.41K	0.09%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	20.49K	Mar 31, 26	-106	0.09%
Arkadios Wealth Advisors	19.05K	Mar 31, 26	--	0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	19.01K	Mar 31, 26	+6.35K	0.08%
Baird Financial Group, Inc.	18.89K	Mar 31, 26	+815	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18.23K	Mar 31, 26	-1.68K	0.08%
WEDBUSH SECURITIES INC	17.97K	Mar 31, 26	+326	0.07%
ENVESTNET ASSET MANAGEMENT INC	17.73K	Mar 31, 26	+4.17K	0.07%
Global View Capital Management LLC	17.70K	Mar 31, 26	+17.70K	0.07%
Cambridge Investment Research Advisors, Inc.	17.41K	Mar 31, 26	+656	0.07%
Prospera Financial Services Inc	17.38K	Mar 31, 26	+17.38K	0.07%
Western Wealth Management, LLC	16.11K	Mar 31, 26	+16.11K	0.07%
Creative Planning	13.96K	Mar 31, 26	+27	0.06%
Steward Partners Investment Advisory, LLC	13.82K	Mar 31, 26	+401	0.06%
HighTower Advisors, LLC	13.77K	Mar 31, 26	+7.16K	0.06%
Mystic Asset Management, Inc.	13.77K	Mar 31, 26	--	0.06%
Cresset Asset Management, LLC	13.63K	Mar 31, 26	+803	0.06%
Qube Research & Technologies Ltd	12.20K	Mar 31, 26	+12.05K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	11.65K	Mar 31, 26	-1.66K	0.05%
Capital Investment Advisory Services, LLC	11.63K	Mar 31, 26	+2.20K	0.05%
RMR Wealth Builders	11.36K	Mar 31, 26	-1.95K	0.05%
JANE STREET GROUP, LLC	10.17K	Mar 31, 26	+10.17K	0.04%
OPPENHEIMER & CO INC	9.97K	Mar 31, 26	-26	0.04%
Pointe Capital Management LLC	9.86K	Mar 31, 26	--	0.04%
Tower Research Capital LLC (TRC)	9.86K	Mar 31, 26	+9.86K	0.04%
Private Advisor Group, LLC	9.59K	Mar 31, 26	-345	0.04%
JPMORGAN CHASE & CO	9.43K	Mar 31, 26	+3.07K	0.04%
HRT FINANCIAL LP	9.25K	Mar 31, 26	+9.25K	0.04%
Rockefeller Capital Management L.P.	9.16K	Mar 31, 26	--	0.04%
TRUIST FINANCIAL CORP	8.81K	Mar 31, 26	+26	0.04%
TD Waterhouse Canada Inc.	8.75K	Mar 31, 26	-833	0.04%
Kingsview Wealth Management, LLC	8.69K	Mar 31, 26	+1	0.04%
Pensionmark Financial Group, LLC	8.56K	Mar 31, 26	+2.31K	0.04%
Ellis Investment Partners, LLC	8.54K	Mar 31, 26	-76	0.04%
HighPoint Advisor Group LLC	7.81K	Mar 31, 26	+324	0.03%
GILL CAPITAL PARTNERS, LLC	7.64K	Mar 31, 26	--	0.03%
MML INVESTORS SERVICES, LLC	7.56K	Mar 31, 26	-3.99K	0.03%
BANK OF MONTREAL /CAN/	7.45K	Mar 31, 26	+4.67K	0.03%
CENTAURUS FINANCIAL, INC.	7.09K	Mar 31, 26	+8	0.03%
Retirement Planning Co of New England, Inc.	7.03K	Mar 31, 26	-450	0.03%
MERCER GLOBAL ADVISORS INC /ADV	7.00K	Mar 31, 26	-51	0.03%
Stratos Wealth Partners, LTD.	6.75K	Mar 31, 26	-879	0.03%
Ancora Advisors, LLC	6.32K	Mar 31, 26	+23	0.03%
Pinnacle Financial Group, LLC / IL	6.11K	Mar 31, 26	+316	0.03%
IHT Wealth Management, LLC	5.73K	Mar 31, 26	-86	0.02%
Sequoia Financial Advisors, LLC	5.57K	Mar 31, 26	+6	0.02%
STIFEL FINANCIAL CORP	5.57K	Mar 31, 26	+5.57K	0.02%
Bogart Wealth, LLC	3.94K	Mar 31, 26	+2.59K	0.02%
FMR LLC	3.92K	Mar 31, 26	+1.46K	0.02%
JFS WEALTH ADVISORS, LLC	3.79K	Mar 31, 26	+1	0.02%
Topsail Wealth Management, LLC	3.46K	Mar 31, 26	--	0.01%
TD Capital Management LLC	3.27K	Mar 31, 26	+5	0.01%
Rossby Financial, LCC	3.12K	Mar 31, 26	--	0.01%
Plante Moran Financial Advisors, LLC	2.40K	Mar 31, 26	+2.40K	0.01%
Aptus Capital Advisors, LLC	1.88K	Mar 31, 26	+1.29K	0.01%
NATIONAL BANK OF CANADA /FI/	1.55K	Mar 31, 26	-900	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.48K	Mar 31, 26	+781	0.01%
MAI Capital Management	1.36K	Mar 31, 26	-13	0.01%
Investment Research & Advisory Group, Inc.	1.33K	Mar 31, 26	+2	0.01%
Geneos Wealth Management Inc.	1.30K	Mar 31, 26	--	0.01%
FIFTH THIRD BANCORP	1.18K	Mar 31, 26	+1.18K	0.00%
Roble, Belko & Company, Inc	1.10K	Mar 31, 26	-143	0.00%
HARBOUR INVESTMENTS, INC.	1.05K	Mar 31, 26	+264	0.00%
Allworth Financial LP	951	Mar 31, 26	+101	0.00%
US BANCORP \DE\	855	Mar 31, 26	+145	0.00%
Winch Advisory Services, LLC	853	Mar 31, 26	-131	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	782	Mar 31, 26	+1	0.00%
Coastal Investment Advisors, Inc.	780	Mar 31, 26	--	0.00%
CWM, LLC	774	Mar 31, 26	+263	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	751	Mar 31, 26	+751	0.00%
Goodman Advisory Group, LLC	738	Mar 31, 26	--	0.00%
Truvestments Capital LLC	700	Mar 31, 26	--	0.00%
Smithfield Trust Co	697	Mar 31, 26	+40	0.00%
Farther Finance Advisors, LLC	649	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	509	Mar 31, 26	+509	0.00%
Fourth Dimension Wealth, LLC	500	Mar 31, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	481	Mar 31, 26	+481	0.00%
SBI Securities Co., Ltd.	401	Mar 31, 26	+120	0.00%
GAMMA Investing LLC	401	Mar 31, 26	--	0.00%
Pacific Center for Financial Services	379	Mar 31, 26	+1	0.00%
Key FInancial Inc	335	Mar 31, 26	--	0.00%
HHM Wealth Advisors, LLC	309	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	305	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	295	Mar 31, 26	--	0.00%
Jackson, Grant Investment Advisers, Inc.	246	Mar 31, 26	--	0.00%
Crews Bank & Trust	240	Mar 31, 26	--	0.00%
IFP Advisors, Inc	216	Mar 31, 26	+165	0.00%
AdvisorNet Financial, Inc	213	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	210	Mar 31, 26	+184	0.00%
Newbridge Financial Services Group, Inc.	200	Mar 31, 26	--	0.00%
Capital Analysts, LLC	200	Mar 31, 26	--	0.00%
Pinnacle Bancorp, Inc.	200	Mar 31, 26	--	0.00%
DiNuzzo Private Wealth, Inc.	175	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	153	Mar 31, 26	-3	0.00%
AE Wealth Management LLC	146	Mar 31, 26	+18	0.00%
HOLLENCREST CAPITAL MANAGEMENT	138	Mar 31, 26	--	0.00%
NVWM, LLC	135	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	135	Mar 31, 26	+135	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	130	Mar 31, 26	+130	0.00%
SALEM INVESTMENT COUNSELORS INC	129	Mar 31, 26	+129	0.00%
Parallel Advisors, LLC	119	Mar 31, 26	-269	0.00%
ST GERMAIN D J CO INC	103	Mar 31, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	70	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	59	Mar 31, 26	--	0.00%
Mountain Hill Investment Partners Corp.	52	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	50	Mar 31, 26	--	0.00%
SIMPLEX TRADING, LLC	34	Mar 31, 26	+34	0.00%
SJS Investment Consulting Inc.	20	Mar 31, 26	+20	0.00%
CVA Family Office, LLC	20	Mar 31, 26	--	0.00%
Financial Life Planners	18	Mar 31, 26	+18	0.00%
DHJJ Financial Advisors, Ltd.	14	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	11	Mar 31, 26	-600	0.00%
Russell Investments Group, Ltd.	10	Mar 31, 26	--	0.00%
Hughes Financial Services, LLC	4	Mar 31, 26	--	0.00%
BlackRock, Inc.	2	Mar 31, 26	--	0.00%
WASHINGTON TRUST Co	--	Mar 31, 26	-7.91K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-6.95K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-5.02K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-4.71K	--
Modus Advisors, LLC	--	Mar 31, 26	-2.25K	--
Sunbelt Securities, Inc.	--	Mar 31, 26	-894	--
AlphaCore Capital LLC	--	Mar 31, 26	-300	--
Triton Wealth Management, PLLC	--	Mar 31, 26	-5.37K	--
EDMOND DE ROTHSCHILD HOLDING S.A.	--	Mar 31, 26	-250	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-33.90K	--
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-39.75K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-14.74K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-100	--
JNBA Financial Advisors	--	Mar 31, 26	-16	--
Clarius Group, LLC	20.60K	Dec 31, 25	--	0.09%
CIBC Private Wealth Group, LLC	9.24K	Dec 31, 25	+210	0.04%
Global Retirement Partners, LLC	4.61K	Dec 31, 25	+6	0.02%
COMERICA BANK	1.18K	Dec 31, 25	+1.18K	0.00%
Stephens Consulting, LLC	528	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	470	Dec 31, 25	+470	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	0.26%
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	5.68%
RAYMOND JAMES & ASSOCIATES	51.74K	Sep 30, 24	-6.92K	0.21%
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	--	0.02%
CAMBRIDGE TRUST CO	3.67K	Mar 31, 24	+3.67K	0.02%
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	0.05%
WEALTHSOURCE PARTNERS, LLC	8.52K	Dec 31, 23	--	0.04%
Claybrook Capital, LLC	38.48K	Sep 30, 23	+59	0.16%
Sutton Wealth Advisors Inc.	1.68K	Sep 30, 23	-91	0.01%
True Capital Management	45.90K	Mar 31, 23	-1.15K	0.19%
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	0.38%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	67.87K	Sep 30, 22	+7.25K	0.28%
American Portfolios Advisors	1.09K	Sep 30, 22	-642	0.00%
HYA Advisors, Inc	29.06K	Jun 30, 22	+3.02K	0.12%
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

1.19M

Mar 31, 26

+19.63K

4.93%

Systelligence, LLC

590.73K

Mar 31, 26

+103.26K

2.45%

LRI Investments, LLC

562.68K

Mar 31, 26

2.34%

LPL Financial LLC

539.94K

Mar 31, 26

+72.60K

2.24%

ADVISOR GROUP HOLDINGS, INC.

528.56K

Mar 31, 26

-141.23K

2.19%

JONES FINANCIAL COMPANIES LLLP

523.05K

Mar 31, 26

+158.67K

2.17%

UBS Group AG

475.44K

Mar 31, 26

+369.05K

1.97%

RETIREMENT FINANCIAL SOLUTIONS, LLC

455.77K

Mar 31, 26

+11.85K

1.89%

WELLS FARGO & COMPANY/MN

347.07K

Mar 31, 26

+52.55K

1.44%

MORGAN STANLEY

312.11K

Mar 31, 26

+30.60K

1.30%

Erickson Financial Group, LLC

210.80K

Mar 31, 26

+1.92K

0.87%

AMERIPRISE FINANCIAL INC

181.54K

Mar 31, 26

+43.12K

0.75%

BANK OF AMERICA CORP /DE/

170.87K

Mar 31, 26

-6.54K

0.71%

Wealthcare Advisory Partners LLC

156.54K

Mar 31, 26

+2.16K

0.65%

Gerber Kawasaki Wealth & Investment Management

152.96K

Mar 31, 26

-16.15K

0.63%

Purus Wealth Management, LLC

132.21K

Mar 31, 26

+8.79K

0.55%

ROYAL BANK OF CANADA

125.40K

Mar 31, 26

+48.22K

0.52%

Wealthfront Advisers LLC

84.28K

Mar 31, 26

+8.61K

0.35%

COMMONWEALTH EQUITY SERVICES, LLC

83.92K

Mar 31, 26

+6.40K

0.35%

Brookwood Investment Group LLC

78.38K

Mar 31, 26

+78.38K

0.33%

Essex Financial Services, Inc.

77.06K

Mar 31, 26

+15

0.32%

NOVEM GROUP

62.95K

Mar 31, 26

0.26%

GUIDANCE CAPITAL, INC

62.11K

Mar 31, 26

+45.14K

0.26%

Tradition Wealth Management, LLC

49.89K

Mar 31, 26

-1.29K

0.21%

NOMURA ASSET MANAGEMENT CO LTD

46.50K

Mar 31, 26

+46.50K

0.19%

NATIXIS ADVISORS, L.P.

46.41K

Mar 31, 26

+34.31K

0.19%

GERBER, LLC

45.36K

Mar 31, 26

0.19%

Texas Yale Capital Corp.

45.34K

Mar 31, 26

0.19%

Invesco Ltd.

45.13K

Mar 31, 26

-197

0.19%

Cetera Investment Advisers

43.06K

Mar 31, 26

-211

0.18%

Granite Bay Wealth Management, LLC

42.80K

Mar 31, 26

+4.71K

0.18%

Mariner, LLC

42.36K

Mar 31, 26

+9.92K

0.18%

Beacon Pointe Advisors, LLC

41.32K

Mar 31, 26

+41.32K

0.17%

Clearstead Advisors, LLC

41.20K

Mar 31, 26

+41.20K

0.17%

Goldstone Financial Group, LLC

39.07K

Mar 31, 26

-1.89K

0.16%

Equitable Holdings, Inc.

34.39K

Mar 31, 26

+256

0.14%

Brookstone Capital Management

31.86K

Mar 31, 26

-1.29K

0.13%

NewEdge Advisors, LLC

29.15K

Mar 31, 26

-2.36K

0.12%

Proactive Wealth Strategies LLC

28.08K

Mar 31, 26

+14.06K

0.12%

McKinley Carter Wealth Services, Inc.

27.48K

Mar 31, 26

-3.11K

0.11%

ELLERSON GROUP INC /ADV

26.98K

Mar 31, 26

-439

0.11%

Mirae Asset Global Investments Co., Ltd.

26.86K

Mar 31, 26

-1.20K

0.11%

SPIREPOINT PRIVATE CLIENT, LLC

26.10K

Mar 31, 26

+283

0.11%

WealthCare Investment Partners, LLC

23.84K

Mar 31, 26

+246

0.10%

Colony Group, LLC

21.94K

Mar 31, 26

+974

0.09%

GOLDMAN SACHS GROUP INC

21.41K

Mar 31, 26

+21.41K

0.09%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

20.49K

Mar 31, 26

-106

0.09%

Arkadios Wealth Advisors

19.05K

Mar 31, 26

0.08%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

19.01K

Mar 31, 26

+6.35K

0.08%

Baird Financial Group, Inc.

18.89K

Mar 31, 26

+815

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

18.23K

Mar 31, 26

-1.68K

0.08%

WEDBUSH SECURITIES INC

17.97K

Mar 31, 26

+326

0.07%

ENVESTNET ASSET MANAGEMENT INC

17.73K

Mar 31, 26

+4.17K

0.07%

Global View Capital Management LLC

17.70K

Mar 31, 26

+17.70K

0.07%

Cambridge Investment Research Advisors, Inc.

17.41K

Mar 31, 26

+656

0.07%

Prospera Financial Services Inc

17.38K

Mar 31, 26

+17.38K

0.07%

Western Wealth Management, LLC

16.11K

Mar 31, 26

+16.11K

0.07%

Creative Planning

13.96K

Mar 31, 26

+27

0.06%

Steward Partners Investment Advisory, LLC

13.82K

Mar 31, 26

+401

0.06%

HighTower Advisors, LLC

13.77K

Mar 31, 26

+7.16K

0.06%

Mystic Asset Management, Inc.

13.77K

Mar 31, 26

0.06%

Cresset Asset Management, LLC

13.63K

Mar 31, 26

+803

0.06%

Qube Research & Technologies Ltd

12.20K

Mar 31, 26

+12.05K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

11.65K

Mar 31, 26

-1.66K

0.05%

Capital Investment Advisory Services, LLC

11.63K

Mar 31, 26

+2.20K

0.05%

RMR Wealth Builders

11.36K

Mar 31, 26

-1.95K

0.05%

JANE STREET GROUP, LLC

10.17K

Mar 31, 26

+10.17K

0.04%

OPPENHEIMER & CO INC

9.97K

Mar 31, 26

-26

0.04%

Pointe Capital Management LLC

9.86K

Mar 31, 26

0.04%

Tower Research Capital LLC (TRC)

9.86K

Mar 31, 26

+9.86K

0.04%

Private Advisor Group, LLC

9.59K

Mar 31, 26

-345

0.04%

JPMORGAN CHASE & CO

9.43K

Mar 31, 26

+3.07K

0.04%

HRT FINANCIAL LP

9.25K

Mar 31, 26

+9.25K

0.04%

Rockefeller Capital Management L.P.

9.16K

Mar 31, 26

0.04%

TRUIST FINANCIAL CORP

8.81K

Mar 31, 26

+26

0.04%

TD Waterhouse Canada Inc.

8.75K

Mar 31, 26

-833

0.04%

Kingsview Wealth Management, LLC

8.69K

Mar 31, 26

0.04%

Pensionmark Financial Group, LLC

8.56K

Mar 31, 26

+2.31K

0.04%

Ellis Investment Partners, LLC

8.54K

Mar 31, 26

-76

0.04%

HighPoint Advisor Group LLC

7.81K

Mar 31, 26

+324

0.03%

GILL CAPITAL PARTNERS, LLC

7.64K

Mar 31, 26

0.03%

MML INVESTORS SERVICES, LLC

7.56K

Mar 31, 26

-3.99K

0.03%

BANK OF MONTREAL /CAN/

7.45K

Mar 31, 26

+4.67K

0.03%

CENTAURUS FINANCIAL, INC.

7.09K

Mar 31, 26

0.03%

Retirement Planning Co of New England, Inc.

7.03K

Mar 31, 26

-450

0.03%

MERCER GLOBAL ADVISORS INC /ADV

7.00K

Mar 31, 26

-51

0.03%

Stratos Wealth Partners, LTD.

6.75K

Mar 31, 26

-879

0.03%

Ancora Advisors, LLC

6.32K

Mar 31, 26

+23

0.03%

Pinnacle Financial Group, LLC / IL

6.11K

Mar 31, 26

+316

0.03%

IHT Wealth Management, LLC

5.73K

Mar 31, 26

-86

0.02%

Sequoia Financial Advisors, LLC

5.57K

Mar 31, 26

0.02%

STIFEL FINANCIAL CORP

5.57K

Mar 31, 26

+5.57K

0.02%

Bogart Wealth, LLC

3.94K

Mar 31, 26

+2.59K

0.02%

FMR LLC

3.92K

Mar 31, 26

+1.46K

0.02%

JFS WEALTH ADVISORS, LLC

3.79K

Mar 31, 26

0.02%

Topsail Wealth Management, LLC

3.46K

Mar 31, 26

0.01%

TD Capital Management LLC

3.27K

Mar 31, 26

0.01%

Rossby Financial, LCC

3.12K

Mar 31, 26

0.01%

Plante Moran Financial Advisors, LLC

2.40K

Mar 31, 26

+2.40K

0.01%

Aptus Capital Advisors, LLC

1.88K

Mar 31, 26

+1.29K

0.01%

NATIONAL BANK OF CANADA /FI/

1.55K

Mar 31, 26

-900

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.48K

Mar 31, 26

+781

0.01%

MAI Capital Management

1.36K

Mar 31, 26

-13

0.01%

Investment Research & Advisory Group, Inc.

1.33K

Mar 31, 26

0.01%

Geneos Wealth Management Inc.

1.30K

Mar 31, 26

0.01%

FIFTH THIRD BANCORP

1.18K

Mar 31, 26

+1.18K

0.00%

Roble, Belko & Company, Inc

1.10K

Mar 31, 26

-143

0.00%

HARBOUR INVESTMENTS, INC.

1.05K

Mar 31, 26

+264

0.00%

Allworth Financial LP

951

Mar 31, 26

+101

0.00%

US BANCORP \DE\

855

Mar 31, 26

+145

0.00%

Winch Advisory Services, LLC

853

Mar 31, 26

-131

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

782

Mar 31, 26

0.00%

Coastal Investment Advisors, Inc.

780

Mar 31, 26

0.00%

CWM, LLC

774

Mar 31, 26

+263

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

751

Mar 31, 26

+751

0.00%

Goodman Advisory Group, LLC

738

Mar 31, 26

0.00%

Truvestments Capital LLC

700

Mar 31, 26

0.00%

Smithfield Trust Co

697

Mar 31, 26

+40

0.00%

Farther Finance Advisors, LLC

649

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

509

Mar 31, 26

+509

0.00%

Fourth Dimension Wealth, LLC

500

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

481

Mar 31, 26

+481

0.00%

SBI Securities Co., Ltd.

401

Mar 31, 26

+120

0.00%

GAMMA Investing LLC

401

Mar 31, 26

0.00%

Pacific Center for Financial Services

379

Mar 31, 26

0.00%

Key FInancial Inc

335

Mar 31, 26

0.00%

HHM Wealth Advisors, LLC

309

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

305

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

295

Mar 31, 26

0.00%

Jackson, Grant Investment Advisers, Inc.

246

Mar 31, 26

0.00%

Crews Bank & Trust

240

Mar 31, 26

0.00%

IFP Advisors, Inc

216

Mar 31, 26

+165

0.00%

AdvisorNet Financial, Inc

213

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

210

Mar 31, 26

+184

0.00%

Newbridge Financial Services Group, Inc.

200

Mar 31, 26

0.00%

Capital Analysts, LLC

200

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

200

Mar 31, 26

0.00%

DiNuzzo Private Wealth, Inc.

175

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

153

Mar 31, 26

-3

0.00%

AE Wealth Management LLC

146

Mar 31, 26

+18

0.00%

HOLLENCREST CAPITAL MANAGEMENT

138

Mar 31, 26

0.00%

NVWM, LLC

135

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

135

Mar 31, 26

+135

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

130

Mar 31, 26

+130

0.00%

SALEM INVESTMENT COUNSELORS INC

129

Mar 31, 26

+129

0.00%

Parallel Advisors, LLC

119

Mar 31, 26

-269

0.00%

ST GERMAIN D J CO INC

103

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

Mountain Hill Investment Partners Corp.

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

0.00%

SIMPLEX TRADING, LLC

Mar 31, 26

+34

0.00%

SJS Investment Consulting Inc.

Mar 31, 26

+20

0.00%

CVA Family Office, LLC

Mar 31, 26

0.00%

Financial Life Planners

Mar 31, 26

+18

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

Mar 31, 26

-600

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

Hughes Financial Services, LLC

Mar 31, 26

0.00%

BlackRock, Inc.

Mar 31, 26

0.00%

WASHINGTON TRUST Co

Mar 31, 26

-7.91K

Brinker Capital Investments, LLC

Mar 31, 26

-6.95K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-5.02K

Kestra Advisory Services, LLC

Mar 31, 26

-4.71K

Modus Advisors, LLC

Mar 31, 26

-2.25K

Sunbelt Securities, Inc.

Mar 31, 26

-894

AlphaCore Capital LLC

Mar 31, 26

-300

Triton Wealth Management, PLLC

Mar 31, 26

-5.37K

EDMOND DE ROTHSCHILD HOLDING S.A.

Mar 31, 26

-250

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-33.90K

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-39.75K

Coppell Advisory Solutions LLC

Mar 31, 26

-14.74K

Cape Investment Advisory, Inc.

Mar 31, 26

-100

JNBA Financial Advisors

Mar 31, 26

-16

Clarius Group, LLC

20.60K

Dec 31, 25

0.09%

CIBC Private Wealth Group, LLC

9.24K

Dec 31, 25

+210

0.04%

Global Retirement Partners, LLC

4.61K

Dec 31, 25

0.02%

COMERICA BANK

1.18K

Dec 31, 25

+1.18K

0.00%

Stephens Consulting, LLC

528

Dec 31, 25

0.00%

SageView Advisory Group, LLC

470

Dec 31, 25

+470

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

0.26%

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

5.68%

RAYMOND JAMES & ASSOCIATES

51.74K

Sep 30, 24

-6.92K

0.21%

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

0.02%

CAMBRIDGE TRUST CO

3.67K

Mar 31, 24

+3.67K

0.02%

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

0.05%

WEALTHSOURCE PARTNERS, LLC

8.52K

Dec 31, 23

0.04%

Claybrook Capital, LLC

38.48K

Sep 30, 23

+59

0.16%

Sutton Wealth Advisors Inc.

1.68K

Sep 30, 23

-91

0.01%

True Capital Management

45.90K

Mar 31, 23

-1.15K

0.19%

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

0.38%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

67.87K

Sep 30, 22

+7.25K

0.28%

American Portfolios Advisors

1.09K

Sep 30, 22

-642

0.00%

HYA Advisors, Inc

29.06K

Jun 30, 22

+3.02K

0.12%

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%