Invesco Variable Rate Investment Grade ETF(VRIG)

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Invesco Variable Rate Investment Grade ETF(VRIG)

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$25.09—

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VRIG(VRIG)

VRIG

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

Institutional Ownership

Top 200 Institutional Holders

Holder	Shares	Date	Change	% Held
Invesco Ltd.	13.12M	Mar 31, 26	-219.82K	21.53%
LPL Financial LLC	5.16M	Mar 31, 26	-483.54K	8.48%
MORGAN STANLEY	2.88M	Mar 31, 26	+628.87K	4.72%
Bank of New York Mellon Corp	1.78M	Mar 31, 26	+789.61K	2.93%
ADVISOR GROUP HOLDINGS, INC.	1.45M	Mar 31, 26	+362.68K	2.38%
Fiduciary Planning LLC	989.79K	Mar 31, 26	+11.85K	1.62%
RAYMOND JAMES FINANCIAL INC	838.91K	Mar 31, 26	+227.50K	1.38%
STIFEL FINANCIAL CORP	811.54K	Mar 31, 26	-30.82K	1.33%
Harfst & Associates, Inc.	789.73K	Mar 31, 26	+445.63K	1.30%
Cherry Creek Investment Advisors, Inc.	680.97K	Mar 31, 26	-15.88K	1.12%
Equitable Holdings, Inc.	609.52K	Mar 31, 26	+8.59K	1.00%
WELLS FARGO & COMPANY/MN	564.24K	Mar 31, 26	+145.90K	0.93%
Cetera Investment Advisers	543.15K	Mar 31, 26	+108.22K	0.89%
Wealthcare Advisory Partners LLC	509.92K	Mar 31, 26	-2.41K	0.84%
COMMONWEALTH EQUITY SERVICES, LLC	502.46K	Mar 31, 26	+104.26K	0.82%
Concurrent Investment Advisors, LLC	485.74K	Mar 31, 26	+273.69K	0.80%
CALTON & ASSOCIATES, INC.	469.43K	Mar 31, 26	-4.72K	0.77%
Cerro Pacific Wealth Advisors LLC	432.20K	Mar 31, 26	+59.63K	0.71%
PARSONS CAPITAL MANAGEMENT INC/RI	429.36K	Mar 31, 26	+32.85K	0.70%
ENVESTNET ASSET MANAGEMENT INC	376.27K	Mar 31, 26	+101.08K	0.62%
Vectors Research Management, LLC	344.90K	Mar 31, 26	+2.39K	0.57%
Cambridge Investment Research Advisors, Inc.	295.40K	Mar 31, 26	-12.31K	0.48%
Arkadios Wealth Advisors	294.70K	Mar 31, 26	+194.36K	0.48%
Auour Investments LLC	293.99K	Mar 31, 26	+293.99K	0.48%
HighTower Advisors, LLC	290.84K	Mar 31, 26	-107.77K	0.48%
COURIER CAPITAL LLC	281.60K	Mar 31, 26	-2.41K	0.46%
Beaumont Financial Advisors, LLC	244.73K	Mar 31, 26	-70.96K	0.40%
KMG FIDUCIARY PARTNERS, LLC	236.80K	Mar 31, 26	+5.28K	0.39%
Wagner Wealth Management, LLC	186.38K	Mar 31, 26	+814	0.31%
JAMES INVESTMENT RESEARCH INC	180.69K	Mar 31, 26	-9.64K	0.30%
Total Clarity Wealth Management, Inc.	178.08K	Mar 31, 26	-4.94K	0.29%
Private Advisor Group, LLC	175.80K	Mar 31, 26	+2.12K	0.29%
Mayflower Financial Advisors, LLC	173.74K	Mar 31, 26	+114.72K	0.29%
Signal Advisors Wealth, LLC	165.44K	Mar 31, 26	+106.21K	0.27%
TRUIST FINANCIAL CORP	164.72K	Mar 31, 26	+83.68K	0.27%
Blue Capital, Inc.	164.20K	Mar 31, 26	+40.59K	0.27%
FIRST TRUST ADVISORS LP	162.59K	Mar 31, 26	+16.29K	0.27%
ASSETMARK, INC	159.02K	Mar 31, 26	-5.12K	0.26%
Kestra Advisory Services, LLC	156.04K	Mar 31, 26	+6.67K	0.26%
Regal Investment Advisors LLC	152.26K	Mar 31, 26	-8.57K	0.25%
NewEdge Advisors, LLC	146.93K	Mar 31, 26	+124.18K	0.24%
Milestone Investment Advisors LLC	145.55K	Mar 31, 26	+1.98K	0.24%
Kovack Advisors, Inc.	144.21K	Mar 31, 26	-6.93K	0.24%
CI Private Wealth, LLC	141.84K	Mar 31, 26	--	0.23%
Leo Wealth, LLC	131.44K	Mar 31, 26	+131.44K	0.22%
Golden State Equity Partners	130.51K	Mar 31, 26	+130.51K	0.21%
Goldstone Financial Group, LLC	122.17K	Mar 31, 26	-808	0.20%
VISTA INVESTMENT MANAGEMENT	117.83K	Mar 31, 26	-13.40K	0.19%
GUARDIAN WEALTH ADVISORS, LLC / NC	116.39K	Mar 31, 26	+1.32K	0.19%
Synergy Asset Management, LLC	114.88K	Mar 31, 26	+114.88K	0.19%
IFP Advisors, Inc	112.15K	Mar 31, 26	+4.08K	0.18%
Asset Allocation Strategies LLC	109.01K	Mar 31, 26	+90.92K	0.18%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	94.13K	Mar 31, 26	-11.67K	0.15%
Worth Asset Management, LLC	91.36K	Mar 31, 26	+34.51K	0.15%
HOLDERNESS INVESTMENTS CO	89.62K	Mar 31, 26	+818	0.15%
Gladstone Institutional Advisory LLC	89.20K	Mar 31, 26	-5.37K	0.15%
Simplicity Wealth,LLC	88.38K	Mar 31, 26	+65.52K	0.15%
ROYAL BANK OF CANADA	88.28K	Mar 31, 26	+1.34K	0.14%
CAPTRUST FINANCIAL ADVISORS	86.17K	Mar 31, 26	+10.85K	0.14%
Centurion Wealth Management LLC	85.78K	Mar 31, 26	+23	0.14%
ADAMSBROWN WEALTH CONSULTANTS LLC	83.88K	Mar 31, 26	+43.29K	0.14%
CreativeOne Wealth, LLC	82.98K	Mar 31, 26	-4.98K	0.14%
Tower Research Capital LLC (TRC)	81.28K	Mar 31, 26	+81.28K	0.13%
Janney Montgomery Scott LLC	78.45K	Mar 31, 26	+64.24K	0.13%
CITADEL ADVISORS LLC	78.34K	Mar 31, 26	+78.34K	0.13%
B. Riley Wealth Advisors, Inc.	77.92K	Mar 31, 26	+77.92K	0.13%
SILVER OAK SECURITIES, INCORPORATED	77.25K	Mar 31, 26	+1.57K	0.13%
Inspire Advisors, LLC	74.11K	Mar 31, 26	+1.42K	0.12%
JPMORGAN CHASE & CO	73.34K	Mar 31, 26	+72.67K	0.12%
Redwood Financial Network Corp	65.70K	Mar 31, 26	+9.34K	0.11%
Sunflower Bank, N.A.	62.98K	Mar 31, 26	-11.30K	0.10%
Verdence Capital Advisors LLC	61.98K	Mar 31, 26	+5.20K	0.10%
Laffer Tengler Investments	60.06K	Mar 31, 26	-71.28K	0.10%
PAX Financial Group, LLC	55.60K	Mar 31, 26	+37.72K	0.09%
Cottage Street Advisors LLC	55.49K	Mar 31, 26	+5	0.09%
Fundamentum, LLC	50.60K	Mar 31, 26	+4.27K	0.08%
Steward Partners Investment Advisory, LLC	50.44K	Mar 31, 26	+1.21K	0.08%
JANE STREET GROUP, LLC	48.14K	Mar 31, 26	+48.14K	0.08%
THOROUGHBRED FINANCIAL SERVICES, LLC	48.07K	Mar 31, 26	+429	0.08%
Elequin Securities, LLC	46.04K	Mar 31, 26	+45.90K	0.08%
Aptus Capital Advisors, LLC	41.41K	Mar 31, 26	-9.33K	0.07%
Summit Financial, LLC	39.32K	Mar 31, 26	+5.46K	0.06%
Betterment LLC	38.31K	Mar 31, 26	-12.03K	0.06%
MERCER GLOBAL ADVISORS INC /ADV	37.48K	Mar 31, 26	-353	0.06%
IHT Wealth Management, LLC	34.19K	Mar 31, 26	-24.00K	0.06%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	33.12K	Mar 31, 26	+1.55K	0.05%
WHITTIER TRUST CO	29.06K	Mar 31, 26	--	0.05%
AE Wealth Management LLC	27.70K	Mar 31, 26	+27.53K	0.05%
AMERIFLEX GROUP, INC.	26.98K	Mar 31, 26	+12.22K	0.04%
Perigon Wealth Management, LLC	26.70K	Mar 31, 26	--	0.04%
Rockefeller Capital Management L.P.	24.63K	Mar 31, 26	+2.91K	0.04%
OPPENHEIMER & CO INC	24.40K	Mar 31, 26	+2.90K	0.04%
Sequent Planning LLC	23.61K	Mar 31, 26	+1.68K	0.04%
Intrua Financial, LLC	22.94K	Mar 31, 26	-3.39K	0.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	22.01K	Mar 31, 26	+564	0.04%
Richmond Investment Services, LLC	21.34K	Mar 31, 26	+36	0.04%
PRINCIPAL SECURITIES, INC.	20.71K	Mar 31, 26	-225	0.03%
BANK OF AMERICA CORP /DE/	20.40K	Mar 31, 26	-7.95K	0.03%
Farther Finance Advisors, LLC	18.21K	Mar 31, 26	+8.33K	0.03%
MGO ONE SEVEN LLC	18.05K	Mar 31, 26	+18.05K	0.03%
Arete Wealth Advisors, LLC	17.85K	Mar 31, 26	-6.20K	0.03%
Rossby Financial, LCC	17.71K	Mar 31, 26	+17.71K	0.03%
HOWARD WEALTH MANAGEMENT, LLC	17.55K	Mar 31, 26	+2.97K	0.03%
MML INVESTORS SERVICES, LLC	17.23K	Mar 31, 26	+6.59K	0.03%
Trademark Financial Management, LLC	17.03K	Mar 31, 26	+3.20K	0.03%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	16.81K	Mar 31, 26	-5.20K	0.03%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	15.98K	Mar 31, 26	-648	0.03%
Alteri Wealth LLC	15.73K	Mar 31, 26	+15.73K	0.03%
LaSalle St. Investment Advisors, LLC	15.71K	Mar 31, 26	+169	0.03%
Koshinski Asset Management, Inc.	15.05K	Mar 31, 26	-1.00K	0.02%
Community Bank & Trust, Waco, Texas	14.96K	Mar 31, 26	+1.22K	0.02%
Sowell Financial Services LLC	13.27K	Mar 31, 26	+2.19K	0.02%
Empirical Asset Management, LLC	13.18K	Mar 31, 26	+3.71K	0.02%
Independent Advisor Alliance	12.81K	Mar 31, 26	+12.81K	0.02%
GRIMES & COMPANY, INC.	11.76K	Mar 31, 26	+135	0.02%
Fiduciary Alliance LLC	10.93K	Mar 31, 26	-3.36K	0.02%
SHEETS SMITH WEALTH MANAGEMENT	9.71K	Mar 31, 26	-12	0.02%
VestGen Advisors, LLC	9.57K	Mar 31, 26	+9.57K	0.02%
Hanlon Investment Management, Inc.	9.51K	Mar 31, 26	+9.51K	0.02%
Geneos Wealth Management Inc.	9.23K	Mar 31, 26	-469	0.02%
Axim Planning & Wealth	9.03K	Mar 31, 26	+9.03K	0.01%
HHM Wealth Advisors, LLC	8.86K	Mar 31, 26	--	0.01%
Mendel Money Management	8.76K	Mar 31, 26	+300	0.01%
BLAIR WILLIAM & CO/IL	8.40K	Mar 31, 26	-468	0.01%
Brookwood Investment Group LLC	8.38K	Mar 31, 26	+8.38K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.23K	Mar 31, 26	+8.23K	0.01%
NBC SECURITIES, INC.	7.74K	Mar 31, 26	+4.40K	0.01%
CWM, LLC	6.84K	Mar 31, 26	--	0.01%
PRIVATE TRUST CO NA	6.38K	Mar 31, 26	+53	0.01%
MATRIX PRIVATE CAPITAL GROUP LLC	5.80K	Mar 31, 26	+5.80K	0.01%
CoreCap Advisors, LLC	5.45K	Mar 31, 26	+3.62K	0.01%
UBS Group AG	4.31K	Mar 31, 26	+4.31K	0.01%
Harbor Asset Planning, Inc.	3.20K	Mar 31, 26	+3.20K	0.01%
Golden State Wealth Management, LLC	2.65K	Mar 31, 26	-1.24K	0.00%
Allworth Financial LP	1.99K	Mar 31, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	1.97K	Mar 31, 26	+1.97K	0.00%
Capital Investment Advisory Services, LLC	1.51K	Mar 31, 26	+1.51K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.42K	Mar 31, 26	+16	0.00%
SIGNATUREFD, LLC	1.41K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	1.41K	Mar 31, 26	+1.41K	0.00%
PROTECTIVE LIFE CORP	1.22K	Mar 31, 26	+1.22K	0.00%
GABLES CAPITAL MANAGEMENT INC.	1.00K	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	965	Mar 31, 26	+965	0.00%
Destiny Wealth Partners, LLC	912	Mar 31, 26	+912	0.00%
Spire Wealth Management	626	Mar 31, 26	+7	0.00%
CULLEN/FROST BANKERS, INC.	481	Mar 31, 26	+422	0.00%
FIFTH THIRD BANCORP	285	Mar 31, 26	+285	0.00%
BANK OF MONTREAL /CAN/	231	Mar 31, 26	+231	0.00%
NATIONAL BANK OF CANADA /FI/	164	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	96	Mar 31, 26	+96	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	95	Mar 31, 26	--	0.00%
US BANCORP \DE\	--	Mar 31, 26	-2.43K	--
FOUNDERS FINANCIAL SECURITIES LLC	--	Mar 31, 26	-11.23K	--
Concord Wealth Partners	--	Mar 31, 26	-159	--
BNP PARIBAS ARBITRAGE, SNC	--	Mar 31, 26	-45	--
MEITAV INVESTMENT HOUSE LTD	--	Mar 31, 26	-8.42K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-10.68K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-43.58K	--
JFS WEALTH ADVISORS, LLC	--	Mar 31, 26	-947	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-9.64K	--
Bison Wealth, LLC	--	Mar 31, 26	-8.79K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-748	--
Cresta Advisors, Ltd.	--	Mar 31, 26	-973	--
Stratos Wealth Partners, LTD.	--	Mar 31, 26	-52.15K	--
ORG Partners LLC	129.26K	Dec 31, 25	+14.46K	0.21%
Global Retirement Partners, LLC	15.45K	Dec 31, 25	+568	0.03%
CIBC Private Wealth Group, LLC	407	Dec 31, 25	--	0.00%
COMERICA BANK	285	Dec 31, 25	-23	0.00%
TUCKER ASSET MANAGEMENT LLC	109	Dec 31, 25	+109	0.00%
Pineridge Advisors LLC	162	Sep 30, 25	+2	0.00%
Atria Wealth Solutions, Inc.	39.68K	Jun 30, 25	-212.53K	0.07%
HICKORY ASSET MANAGEMENT, INC.	25.63K	Jun 30, 25	-17.49K	0.04%
AVANTAX ADVISORY SERVICES, INC.	17.82K	Jun 30, 25	+106	0.03%
IronOak Wealth LLC.	8.05K	Jun 30, 25	+8.05K	0.01%
Orion Portfolio Solutions, LLC	12.78K	Mar 31, 25	+12.78K	0.02%
Aveo Capital Partners, LLC	--	Mar 31, 25	-29.52K	--
TAP Consulting, LLC	44.14K	Dec 31, 24	+619	0.07%
Bison Wealth, LLC	--	Dec 31, 24	-10.41K	--
RAYMOND JAMES & ASSOCIATES	160.47K	Sep 30, 24	+76.09K	0.26%
Raymond James Financial Services Advisors, Inc.	91.65K	Sep 30, 24	+5.14K	0.15%
VitalStone Financial, LLC	44	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	92.06K	Jun 30, 24	-18.32K	0.15%
ICA Group Wealth Management, LLC	85.42K	Jun 30, 24	+74.05K	0.14%
HERITAGE WEALTH MANAGEMENT, LLC	36.83K	Jun 30, 24	+11.70K	0.06%
Cetera Advisor Networks LLC	139.63K	Mar 31, 24	-94.79K	0.23%
Cetera Advisors LLC	90.45K	Mar 31, 24	+90.45K	0.15%
Retirement Group, LLC	2.42K	Mar 31, 24	-378	0.00%
PFS INVESTMENTS INC.	131.45K	Jun 30, 23	+8.87K	0.22%
HNP Capital LLC	895.98K	Mar 31, 23	+5.87K	1.47%
Quantitative Advantage, LLC	126.66K	Mar 31, 23	-3.86K	0.21%
Hightower 6M Holding, LLC	618.02K	Sep 30, 22	-37.88K	1.01%
Beaumont Financial Partners, LLC	382.62K	Sep 30, 22	+57.01K	0.63%
BLUESTEIN R H & CO LLC	84.21K	Sep 30, 22	+513	0.14%
ROOSEVELT INVESTMENT GROUP LLC	24.63K	Sep 30, 22	-755	0.04%
6 Meridian	830.99K	Dec 31, 21	+175.32K	1.36%
NEXT Financial Group, Inc	7.01K	Dec 31, 21	+5.31K	0.01%
Carroll Financial Associates, Inc.	207	Dec 31, 21	--	0.00%
Lucia Wealth Services, LLC	311.16K	Sep 30, 20	-10.69K	0.51%
Advisor Group, Inc.	4.24K	Dec 31, 19	+2.08K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.05K	Dec 31, 19	-20	0.00%

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Holder

Date

Change

% Held

Invesco Ltd.

13.12M

Mar 31, 26

-219.82K

21.53%

LPL Financial LLC

5.16M

Mar 31, 26

-483.54K

8.48%

MORGAN STANLEY

2.88M

Mar 31, 26

+628.87K

4.72%

Bank of New York Mellon Corp

1.78M

Mar 31, 26

+789.61K

2.93%

ADVISOR GROUP HOLDINGS, INC.

1.45M

Mar 31, 26

+362.68K

2.38%

Fiduciary Planning LLC

989.79K

Mar 31, 26

+11.85K

1.62%

RAYMOND JAMES FINANCIAL INC

838.91K

Mar 31, 26

+227.50K

1.38%

STIFEL FINANCIAL CORP

811.54K

Mar 31, 26

-30.82K

1.33%

Harfst & Associates, Inc.

789.73K

Mar 31, 26

+445.63K

1.30%

Cherry Creek Investment Advisors, Inc.

680.97K

Mar 31, 26

-15.88K

1.12%

Equitable Holdings, Inc.

609.52K

Mar 31, 26

+8.59K

1.00%

WELLS FARGO & COMPANY/MN

564.24K

Mar 31, 26

+145.90K

0.93%

Cetera Investment Advisers

543.15K

Mar 31, 26

+108.22K

0.89%

Wealthcare Advisory Partners LLC

509.92K

Mar 31, 26

-2.41K

0.84%

COMMONWEALTH EQUITY SERVICES, LLC

502.46K

Mar 31, 26

+104.26K

0.82%

Concurrent Investment Advisors, LLC

485.74K

Mar 31, 26

+273.69K

0.80%

CALTON & ASSOCIATES, INC.

469.43K

Mar 31, 26

-4.72K

0.77%

Cerro Pacific Wealth Advisors LLC

432.20K

Mar 31, 26

+59.63K

0.71%

PARSONS CAPITAL MANAGEMENT INC/RI

429.36K

Mar 31, 26

+32.85K

0.70%

ENVESTNET ASSET MANAGEMENT INC

376.27K

Mar 31, 26

+101.08K

0.62%

Vectors Research Management, LLC

344.90K

Mar 31, 26

+2.39K

0.57%

Cambridge Investment Research Advisors, Inc.

295.40K

Mar 31, 26

-12.31K

0.48%

Arkadios Wealth Advisors

294.70K

Mar 31, 26

+194.36K

0.48%

Auour Investments LLC

293.99K

Mar 31, 26

+293.99K

0.48%

HighTower Advisors, LLC

290.84K

Mar 31, 26

-107.77K

0.48%

COURIER CAPITAL LLC

281.60K

Mar 31, 26

-2.41K

0.46%

Beaumont Financial Advisors, LLC

244.73K

Mar 31, 26

-70.96K

0.40%

KMG FIDUCIARY PARTNERS, LLC

236.80K

Mar 31, 26

+5.28K

0.39%

Wagner Wealth Management, LLC

186.38K

Mar 31, 26

+814

0.31%

JAMES INVESTMENT RESEARCH INC

180.69K

Mar 31, 26

-9.64K

0.30%

Total Clarity Wealth Management, Inc.

178.08K

Mar 31, 26

-4.94K

0.29%

Private Advisor Group, LLC

175.80K

Mar 31, 26

+2.12K

0.29%

Mayflower Financial Advisors, LLC

173.74K

Mar 31, 26

+114.72K

0.29%

Signal Advisors Wealth, LLC

165.44K

Mar 31, 26

+106.21K

0.27%

TRUIST FINANCIAL CORP

164.72K

Mar 31, 26

+83.68K

0.27%

Blue Capital, Inc.

164.20K

Mar 31, 26

+40.59K

0.27%

FIRST TRUST ADVISORS LP

162.59K

Mar 31, 26

+16.29K

0.27%

ASSETMARK, INC

159.02K

Mar 31, 26

-5.12K

0.26%

Kestra Advisory Services, LLC

156.04K

Mar 31, 26

+6.67K

0.26%

Regal Investment Advisors LLC

152.26K

Mar 31, 26

-8.57K

0.25%

NewEdge Advisors, LLC

146.93K

Mar 31, 26

+124.18K

0.24%

Milestone Investment Advisors LLC

145.55K

Mar 31, 26

+1.98K

0.24%

Kovack Advisors, Inc.

144.21K

Mar 31, 26

-6.93K

0.24%

CI Private Wealth, LLC

141.84K

Mar 31, 26

0.23%

Leo Wealth, LLC

131.44K

Mar 31, 26

+131.44K

0.22%

Golden State Equity Partners

130.51K

Mar 31, 26

+130.51K

0.21%

Goldstone Financial Group, LLC

122.17K

Mar 31, 26

-808

0.20%

VISTA INVESTMENT MANAGEMENT

117.83K

Mar 31, 26

-13.40K

0.19%

GUARDIAN WEALTH ADVISORS, LLC / NC

116.39K

Mar 31, 26

+1.32K

0.19%

Synergy Asset Management, LLC

114.88K

Mar 31, 26

+114.88K

0.19%

IFP Advisors, Inc

112.15K

Mar 31, 26

+4.08K

0.18%

Asset Allocation Strategies LLC

109.01K

Mar 31, 26

+90.92K

0.18%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

94.13K

Mar 31, 26

-11.67K

0.15%

Worth Asset Management, LLC

91.36K

Mar 31, 26

+34.51K

0.15%

HOLDERNESS INVESTMENTS CO

89.62K

Mar 31, 26

+818

0.15%

Gladstone Institutional Advisory LLC

89.20K

Mar 31, 26

-5.37K

0.15%

Simplicity Wealth,LLC

88.38K

Mar 31, 26

+65.52K

0.15%

ROYAL BANK OF CANADA

88.28K

Mar 31, 26

+1.34K

0.14%

CAPTRUST FINANCIAL ADVISORS

86.17K

Mar 31, 26

+10.85K

0.14%

Centurion Wealth Management LLC

85.78K

Mar 31, 26

+23

0.14%

ADAMSBROWN WEALTH CONSULTANTS LLC

83.88K

Mar 31, 26

+43.29K

0.14%

CreativeOne Wealth, LLC

82.98K

Mar 31, 26

-4.98K

0.14%

Tower Research Capital LLC (TRC)

81.28K

Mar 31, 26

+81.28K

0.13%

Janney Montgomery Scott LLC

78.45K

Mar 31, 26

+64.24K

0.13%

CITADEL ADVISORS LLC

78.34K

Mar 31, 26

+78.34K

0.13%

B. Riley Wealth Advisors, Inc.

77.92K

Mar 31, 26

+77.92K

0.13%

SILVER OAK SECURITIES, INCORPORATED

77.25K

Mar 31, 26

+1.57K

0.13%

Inspire Advisors, LLC

74.11K

Mar 31, 26

+1.42K

0.12%

JPMORGAN CHASE & CO

73.34K

Mar 31, 26

+72.67K

0.12%

Redwood Financial Network Corp

65.70K

Mar 31, 26

+9.34K

0.11%

Sunflower Bank, N.A.

62.98K

Mar 31, 26

-11.30K

0.10%

Verdence Capital Advisors LLC

61.98K

Mar 31, 26

+5.20K

0.10%

Laffer Tengler Investments

60.06K

Mar 31, 26

-71.28K

0.10%

PAX Financial Group, LLC

55.60K

Mar 31, 26

+37.72K

0.09%

Cottage Street Advisors LLC

55.49K

Mar 31, 26

0.09%

Fundamentum, LLC

50.60K

Mar 31, 26

+4.27K

0.08%

Steward Partners Investment Advisory, LLC

50.44K

Mar 31, 26

+1.21K

0.08%

JANE STREET GROUP, LLC

48.14K

Mar 31, 26

+48.14K

0.08%

THOROUGHBRED FINANCIAL SERVICES, LLC

48.07K

Mar 31, 26

+429

0.08%

Elequin Securities, LLC

46.04K

Mar 31, 26

+45.90K

0.08%

Aptus Capital Advisors, LLC

41.41K

Mar 31, 26

-9.33K

0.07%

Summit Financial, LLC

39.32K

Mar 31, 26

+5.46K

0.06%

Betterment LLC

38.31K

Mar 31, 26

-12.03K

0.06%

MERCER GLOBAL ADVISORS INC /ADV

37.48K

Mar 31, 26

-353

0.06%

IHT Wealth Management, LLC

34.19K

Mar 31, 26

-24.00K

0.06%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

33.12K

Mar 31, 26

+1.55K

0.05%

WHITTIER TRUST CO

29.06K

Mar 31, 26

0.05%

AE Wealth Management LLC

27.70K

Mar 31, 26

+27.53K

0.05%

AMERIFLEX GROUP, INC.

26.98K

Mar 31, 26

+12.22K

0.04%

Perigon Wealth Management, LLC

26.70K

Mar 31, 26

0.04%

Rockefeller Capital Management L.P.

24.63K

Mar 31, 26

+2.91K

0.04%

OPPENHEIMER & CO INC

24.40K

Mar 31, 26

+2.90K

0.04%

Sequent Planning LLC

23.61K

Mar 31, 26

+1.68K

0.04%

Intrua Financial, LLC

22.94K

Mar 31, 26

-3.39K

0.04%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

22.01K

Mar 31, 26

+564

0.04%

Richmond Investment Services, LLC

21.34K

Mar 31, 26

+36

0.04%

PRINCIPAL SECURITIES, INC.

20.71K

Mar 31, 26

-225

0.03%

BANK OF AMERICA CORP /DE/

20.40K

Mar 31, 26

-7.95K

0.03%

Farther Finance Advisors, LLC

18.21K

Mar 31, 26

+8.33K

0.03%

MGO ONE SEVEN LLC

18.05K

Mar 31, 26

+18.05K

0.03%

Arete Wealth Advisors, LLC

17.85K

Mar 31, 26

-6.20K

0.03%

Rossby Financial, LCC

17.71K

Mar 31, 26

+17.71K

0.03%

HOWARD WEALTH MANAGEMENT, LLC

17.55K

Mar 31, 26

+2.97K

0.03%

MML INVESTORS SERVICES, LLC

17.23K

Mar 31, 26

+6.59K

0.03%

Trademark Financial Management, LLC

17.03K

Mar 31, 26

+3.20K

0.03%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

16.81K

Mar 31, 26

-5.20K

0.03%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

15.98K

Mar 31, 26

-648

0.03%

Alteri Wealth LLC

15.73K

Mar 31, 26

+15.73K

0.03%

LaSalle St. Investment Advisors, LLC

15.71K

Mar 31, 26

+169

0.03%

Koshinski Asset Management, Inc.

15.05K

Mar 31, 26

-1.00K

0.02%

Community Bank & Trust, Waco, Texas

14.96K

Mar 31, 26

+1.22K

0.02%

Sowell Financial Services LLC

13.27K

Mar 31, 26

+2.19K

0.02%

Empirical Asset Management, LLC

13.18K

Mar 31, 26

+3.71K

0.02%

Independent Advisor Alliance

12.81K

Mar 31, 26

+12.81K

0.02%

GRIMES & COMPANY, INC.

11.76K

Mar 31, 26

+135

0.02%

Fiduciary Alliance LLC

10.93K

Mar 31, 26

-3.36K

0.02%

SHEETS SMITH WEALTH MANAGEMENT

9.71K

Mar 31, 26

-12

0.02%

VestGen Advisors, LLC

9.57K

Mar 31, 26

+9.57K

0.02%

Hanlon Investment Management, Inc.

9.51K

Mar 31, 26

+9.51K

0.02%

Geneos Wealth Management Inc.

9.23K

Mar 31, 26

-469

0.02%

Axim Planning & Wealth

9.03K

Mar 31, 26

+9.03K

0.01%

HHM Wealth Advisors, LLC

8.86K

Mar 31, 26

0.01%

Mendel Money Management

8.76K

Mar 31, 26

+300

0.01%

BLAIR WILLIAM & CO/IL

8.40K

Mar 31, 26

-468

0.01%

Brookwood Investment Group LLC

8.38K

Mar 31, 26

+8.38K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.23K

Mar 31, 26

+8.23K

0.01%

NBC SECURITIES, INC.

7.74K

Mar 31, 26

+4.40K

0.01%

CWM, LLC

6.84K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

6.38K

Mar 31, 26

+53

0.01%

MATRIX PRIVATE CAPITAL GROUP LLC

5.80K

Mar 31, 26

+5.80K

0.01%

CoreCap Advisors, LLC

5.45K

Mar 31, 26

+3.62K

0.01%

UBS Group AG

4.31K

Mar 31, 26

+4.31K

0.01%

Harbor Asset Planning, Inc.

3.20K

Mar 31, 26

+3.20K

0.01%

Golden State Wealth Management, LLC

2.65K

Mar 31, 26

-1.24K

0.00%

Allworth Financial LP

1.99K

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.97K

Mar 31, 26

+1.97K

0.00%

Capital Investment Advisory Services, LLC

1.51K

Mar 31, 26

+1.51K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.42K

Mar 31, 26

+16

0.00%

SIGNATUREFD, LLC

1.41K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

1.41K

Mar 31, 26

+1.41K

0.00%

PROTECTIVE LIFE CORP

1.22K

Mar 31, 26

+1.22K

0.00%

GABLES CAPITAL MANAGEMENT INC.

1.00K

Mar 31, 26

0.00%

Western Wealth Management, LLC

965

Mar 31, 26

+965

0.00%

Destiny Wealth Partners, LLC

912

Mar 31, 26

+912

0.00%

Spire Wealth Management

626

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

481

Mar 31, 26

+422

0.00%

FIFTH THIRD BANCORP

285

Mar 31, 26

+285

0.00%

BANK OF MONTREAL /CAN/

231

Mar 31, 26

+231

0.00%

NATIONAL BANK OF CANADA /FI/

164

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

Mar 31, 26

+96

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

0.00%

US BANCORP \DE\

Mar 31, 26

-2.43K

FOUNDERS FINANCIAL SECURITIES LLC

Mar 31, 26

-11.23K

Concord Wealth Partners

Mar 31, 26

-159

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-45

MEITAV INVESTMENT HOUSE LTD

Mar 31, 26

-8.42K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-10.68K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-43.58K

JFS WEALTH ADVISORS, LLC

Mar 31, 26

-947

GOLDMAN SACHS GROUP INC

Mar 31, 26

-9.64K

Bison Wealth, LLC

Mar 31, 26

-8.79K

Camelot Portfolios, LLC

Mar 31, 26

-748

Cresta Advisors, Ltd.

Mar 31, 26

-973

Stratos Wealth Partners, LTD.

Mar 31, 26

-52.15K

ORG Partners LLC

129.26K

Dec 31, 25

+14.46K

0.21%

Global Retirement Partners, LLC

15.45K

Dec 31, 25

+568

0.03%

CIBC Private Wealth Group, LLC

407

Dec 31, 25

0.00%

COMERICA BANK

285

Dec 31, 25

-23

0.00%

TUCKER ASSET MANAGEMENT LLC

109

Dec 31, 25

+109

0.00%

Pineridge Advisors LLC

162

Sep 30, 25

0.00%

Atria Wealth Solutions, Inc.

39.68K

Jun 30, 25

-212.53K

0.07%

HICKORY ASSET MANAGEMENT, INC.

25.63K

Jun 30, 25

-17.49K

0.04%

AVANTAX ADVISORY SERVICES, INC.

17.82K

Jun 30, 25

+106

0.03%

IronOak Wealth LLC.

8.05K

Jun 30, 25

+8.05K

0.01%

Orion Portfolio Solutions, LLC

12.78K

Mar 31, 25

+12.78K

0.02%

Aveo Capital Partners, LLC

Mar 31, 25

-29.52K

TAP Consulting, LLC

44.14K

Dec 31, 24

+619

0.07%

Bison Wealth, LLC

Dec 31, 24

-10.41K

RAYMOND JAMES & ASSOCIATES

160.47K

Sep 30, 24

+76.09K

0.26%

Raymond James Financial Services Advisors, Inc.

91.65K

Sep 30, 24

+5.14K

0.15%

VitalStone Financial, LLC

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

92.06K

Jun 30, 24

-18.32K

0.15%

ICA Group Wealth Management, LLC

85.42K

Jun 30, 24

+74.05K

0.14%

HERITAGE WEALTH MANAGEMENT, LLC

36.83K

Jun 30, 24

+11.70K

0.06%

Cetera Advisor Networks LLC

139.63K

Mar 31, 24

-94.79K

0.23%

Cetera Advisors LLC

90.45K

Mar 31, 24

+90.45K

0.15%

Retirement Group, LLC

2.42K

Mar 31, 24

-378

0.00%

PFS INVESTMENTS INC.

131.45K

Jun 30, 23

+8.87K

0.22%

HNP Capital LLC

895.98K

Mar 31, 23

+5.87K

1.47%

Quantitative Advantage, LLC

126.66K

Mar 31, 23

-3.86K

0.21%

Hightower 6M Holding, LLC

618.02K

Sep 30, 22

-37.88K

1.01%

Beaumont Financial Partners, LLC

382.62K

Sep 30, 22

+57.01K

0.63%

BLUESTEIN R H & CO LLC

84.21K

Sep 30, 22

+513

0.14%

ROOSEVELT INVESTMENT GROUP LLC

24.63K

Sep 30, 22

-755

0.04%

6 Meridian

830.99K

Dec 31, 21

+175.32K

1.36%

NEXT Financial Group, Inc

7.01K

Dec 31, 21

+5.31K

0.01%

Carroll Financial Associates, Inc.

207

Dec 31, 21

0.00%

Lucia Wealth Services, LLC

311.16K

Sep 30, 20

-10.69K

0.51%

Advisor Group, Inc.

4.24K

Dec 31, 19

+2.08K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.05K

Dec 31, 19

-20

0.00%