Invesco S&P SmallCap Low Volatility ETF(XSLV)

$52.83—Stale · unknown old

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Invesco S&P SmallCap Low Volatility ETF(XSLV)

NYSE • Last print unknown ago

$52.83—Stale · unknown old

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XSLV(XSLV)

XSLV

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

Institutional Ownership

Top 167 Institutional Holders

Holder	Shares	Date	Change	% Held
Armbruster Capital Management, Inc.	265.92K	Jun 30, 26	+5.90K	5.88%
Brookstone Capital Management	180.92K	Jun 30, 26	-20.84K	4.00%
BANK OF AMERICA CORP /DE/	177.85K	Jun 30, 26	-27.38K	3.93%
UBS Group AG	171.33K	Jun 30, 26	-118	3.79%
LPL Financial LLC	165.13K	Jun 30, 26	-8.87K	3.65%
MORGAN STANLEY	124.83K	Jun 30, 26	-1.70K	2.76%
Eagle Bluffs Wealth Management LLC	103.86K	Jun 30, 26	+5.99K	2.30%
WELLS FARGO & COMPANY/MN	96.79K	Jun 30, 26	-710	2.14%
Cetera Investment Advisers	62.00K	Jun 30, 26	+2.83K	1.37%
JONES FINANCIAL COMPANIES LLLP	50.03K	Jun 30, 26	-1.21K	1.11%
RAYMOND JAMES FINANCIAL INC	48.78K	Jun 30, 26	-1.80K	1.08%
ENVESTNET ASSET MANAGEMENT INC	41.10K	Jun 30, 26	-3.11K	0.91%
SRS Capital Advisors, Inc.	41.01K	Jun 30, 26	+40.70K	0.91%
MERCER GLOBAL ADVISORS INC /ADV	38.86K	Jun 30, 26	-287	0.86%
ROYAL BANK OF CANADA	36.50K	Jun 30, 26	+2.11K	0.81%
TWO SIGMA INVESTMENTS, LP	34.50K	Jun 30, 26	-11.00K	0.76%
COMMONWEALTH EQUITY SERVICES, LLC	32.43K	Jun 30, 26	-3.67K	0.72%
Private Advisor Group, LLC	27.52K	Jun 30, 26	+106	0.61%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	26.24K	Jun 30, 26	-543	0.58%
Virtu Financial LLC	24.94K	Jun 30, 26	+24.94K	0.55%
Cambridge Investment Research Advisors, Inc.	24.05K	Jun 30, 26	-511	0.53%
Sculati Wealth Management, LLC	17.78K	Jun 30, 26	-237	0.39%
ADVISOR GROUP HOLDINGS, INC.	15.45K	Jun 30, 26	-518	0.34%
TRUIST FINANCIAL CORP	14.94K	Jun 30, 26	-1.64K	0.33%
Sequoia Financial Advisors, LLC	14.26K	Jun 30, 26	-1.69K	0.32%
Eagle Strategies LLC	13.44K	Jun 30, 26	+35	0.30%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.87K	Jun 30, 26	+12.87K	0.28%
AMERIPRISE FINANCIAL INC	12.49K	Jun 30, 26	-48	0.28%
BALDWIN BROTHERS LLC/MA	11.69K	Jun 30, 26	--	0.26%
Geneos Wealth Management Inc.	11.36K	Jun 30, 26	+5.50K	0.25%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	11.19K	Jun 30, 26	+16	0.25%
Steel Peak Wealth Management LLC	10.56K	Jun 30, 26	-1.34K	0.23%
Arkadios Wealth Advisors	10.02K	Jun 30, 26	-251	0.22%
Symmetry Partners, LLC	8.71K	Jun 30, 26	+209	0.19%
GOLDMAN SACHS GROUP INC	8.70K	Jun 30, 26	+8.70K	0.19%
CITADEL ADVISORS LLC	7.74K	Jun 30, 26	+7.74K	0.17%
Mariner, LLC	7.08K	Jun 30, 26	-912	0.16%
TopTier Wealth Management, LLC	6.62K	Jun 30, 26	+13	0.15%
NewEdge Advisors, LLC	6.31K	Jun 30, 26	+3.62K	0.14%
American Financial Advisors, LLC	6.09K	Jun 30, 26	-1.40K	0.13%
Creative Planning	5.77K	Jun 30, 26	-23	0.13%
CHOREO, LLC	5.57K	Jun 30, 26	+4	0.12%
Legacy Trust	5.57K	Jun 30, 26	--	0.12%
Janney Montgomery Scott LLC	5.23K	Jun 30, 26	-26	0.12%
Kestra Advisory Services, LLC	5.09K	Jun 30, 26	-388	0.11%
Kingsview Wealth Management, LLC	5.08K	Jun 30, 26	-125	0.11%
STIFEL FINANCIAL CORP	4.99K	Jun 30, 26	+13	0.11%
Waverly Advisors, LLC	4.88K	Jun 30, 26	--	0.11%
McNaughton Wealth Management, LLC	4.79K	Jun 30, 26	--	0.11%
RDA Financial Network	4.71K	Jun 30, 26	+335	0.10%
Global Retirement Partners, LLC	4.65K	Jun 30, 26	+4.65K	0.10%
Berman McAleer LLC	4.57K	Jun 30, 26	--	0.10%
Harvest Investment Services, LLC	4.50K	Jun 30, 26	-88	0.10%
SlateStone Wealth, LLC	4.42K	Jun 30, 26	-648	0.10%
Portland Financial Advisors Inc	4.11K	Jun 30, 26	+4.11K	0.09%
SageView Advisory Group, LLC	4.09K	Jun 30, 26	+4.09K	0.09%
Avant Capital LLC	4.08K	Jun 30, 26	-615	0.09%
Advisor OS, LLC	3.95K	Jun 30, 26	+3.95K	0.09%
Spectrum Wealth Advisory Group, LLC	3.42K	Jun 30, 26	+3.42K	0.08%
PRIVATE TRUST CO NA	2.71K	Jun 30, 26	--	0.06%
FIFTH THIRD BANCORP	2.42K	Jun 30, 26	-142	0.05%
Farther Finance Advisors, LLC	1.39K	Jun 30, 26	-1	0.03%
HARBOUR INVESTMENTS, INC.	1.38K	Jun 30, 26	-244	0.03%
FMR LLC	1.15K	Jun 30, 26	+989	0.03%
Integrated Wealth Concepts LLC	1.12K	Jun 30, 26	+1.12K	0.02%
Lodestone Wealth Management LLC	1.09K	Jun 30, 26	-71	0.02%
Steward Partners Investment Advisory, LLC	850	Jun 30, 26	-835	0.02%
BlackRock, Inc.	850	Jun 30, 26	+850	0.02%
IMG Wealth Management, Inc.	832	Jun 30, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	775	Jun 30, 26	+14	0.02%
10Elms LLP	751	Jun 30, 26	+5	0.02%
Ancora Advisors, LLC	700	Jun 30, 26	--	0.02%
JPMORGAN CHASE & CO	449	Jun 30, 26	--	0.01%
Harborfront Financial Group LLC	446	Jun 30, 26	+446	0.01%
City State Bank	426	Jun 30, 26	--	0.01%
CX Institutional	323	Jun 30, 26	--	0.01%
Larson Financial Group LLC	310	Jun 30, 26	--	0.01%
Medallion Wealth Advisors, LLC	276	Jun 30, 26	--	0.01%
Capital Investment Advisory Services, LLC	270	Jun 30, 26	--	0.01%
Institute for Wealth Management, LLC.	267	Jun 30, 26	+267	0.01%
Front Row Advisors LLC	225	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	187	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	174	Jun 30, 26	-8	0.00%
JFS WEALTH ADVISORS, LLC	158	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	145	Jun 30, 26	+145	0.00%
Qube Research & Technologies Ltd	84	Jun 30, 26	-115	0.00%
Hilton Head Capital Partners, LLC	82	Jun 30, 26	--	0.00%
Heritage Wealth Advisors	68	Jun 30, 26	+68	0.00%
ASSETMARK, INC	54	Jun 30, 26	+54	0.00%
Darwin Wealth Management, LLC	43	Jun 30, 26	-43	0.00%
BLAIR WILLIAM & CO/IL	42	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	38	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	36	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	32	Jun 30, 26	--	0.00%
Allworth Financial LP	19	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	7	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	5	Jun 30, 26	+5	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	-315	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1	Jun 30, 26	--	0.00%
Roxbury Financial LLC	1	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Jun 30, 26	-151	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-28	--
AE Wealth Management LLC	--	Jun 30, 26	-10	--
Sound Income Strategies, LLC	--	Jun 30, 26	-12	--
Western Wealth Management, LLC	--	Jun 30, 26	-693	--
MAI Capital Management	--	Jun 30, 26	-377	--
Sage Mountain Advisors LLC	--	Jun 30, 26	-6.75K	--
Advisory Services Network, LLC	--	Jun 30, 26	-831	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-415	--
MML INVESTORS SERVICES, LLC	--	Jun 30, 26	-4.30K	--
Adviser Investments LLC	--	Jun 30, 26	-93.69K	--
U.S. Capital Wealth Advisors, LLC	46.03K	Mar 31, 26	+9.32K	1.02%
Jaffetilchin Investment Partners, LLC	4.74K	Mar 31, 26	+31	0.10%
CWM, LLC	4.22K	Mar 31, 26	+1.64K	0.09%
Jackson Hole Capital Partners, LLC	1.92K	Mar 31, 26	--	0.04%
Sunbelt Securities, Inc.	6	Mar 31, 26	--	0.00%
COMERICA BANK	2.79K	Dec 31, 25	+26	0.06%
AVANTAX ADVISORY SERVICES, INC.	18.58K	Jun 30, 25	+103	0.41%
Lindbrook Capital, LLC	167	Mar 31, 25	--	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-4.02K	--
Raymond James Financial Services Advisors, Inc.	15.93K	Sep 30, 24	-185	0.35%
RAYMOND JAMES & ASSOCIATES	13.77K	Sep 30, 24	-56	0.30%
Aspire Wealth Management Corp	3.69K	Sep 30, 24	+18	0.08%
First Personal Financial Services	--	Sep 30, 24	-2.18K	--
Cetera Advisor Networks LLC	20.52K	Mar 31, 24	-590	0.45%
Cetera Advisors LLC	15.52K	Mar 31, 24	+9.38K	0.34%
Retirement Group, LLC	1.54K	Mar 31, 24	+4	0.03%
DB Wealth Management Group, LLC	414	Dec 31, 23	+63	0.01%
Polaris Wealth Advisory Group, LLC	113.38K	Sep 30, 23	+113.38K	2.51%
DESTINY CAPITAL SECURITIES CORPORATION	6.08K	Sep 30, 23	+6.08K	0.13%
PFS INVESTMENTS INC.	--	Jun 30, 23	-104.13K	--
Sanford Advisory Services, LLC	89.92K	Dec 31, 22	-6.37K	1.99%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	98.80K	Sep 30, 22	-1.95K	2.18%
American Portfolios Advisors	58.63K	Sep 30, 22	-300	1.30%
American Research & Management Co.	39.69K	Sep 30, 22	-1.11K	0.88%
Strategic Asset Management, LLC	1.15K	Sep 30, 22	+8	0.03%
FourThought Financial, LLC	363	Sep 30, 22	--	0.01%
Cordasco Financial Network	455	Jun 30, 22	--	0.01%
BT Wealth Management LLC	--	Jun 30, 22	-4.37K	--
CAPITAL ONE FINANCIAL CORP	12.97K	Mar 31, 22	-57.77K	0.29%
NEXT Financial Group, Inc	8.58K	Dec 31, 21	-826	0.19%
REILLY FINANCIAL ADVISORS, LLC	306	Dec 31, 21	--	0.01%
Carroll Financial Associates, Inc.	63	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	7.93K	Sep 30, 21	+1	0.18%
Novak Financial Planning, LLC	8.50K	Jun 30, 21	-1.19K	0.19%
Winslow, Evans & Crocker, Inc.	4.97K	Dec 31, 20	+599	0.11%
Reby Advisors, LLC	567	Dec 31, 20	+567	0.01%
ROWLAND CARMICHAEL ADVISORS INC /ADV	190	Dec 31, 20	--	0.00%
Partnervest Advisory Services LLC	11.27K	Sep 30, 20	-1.71K	0.25%
First Allied Advisory Services, Inc.	8.81K	Sep 30, 20	+233	0.19%
LifePlan Financial Group, Inc	5.55K	Sep 30, 20	+161	0.12%
KAYS FINANCIAL ADVISORY CORP /ADV	--	Sep 30, 20	-6.30K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	601.11K	Dec 31, 19	+118.09K	13.28%
Advisor Group, Inc.	296.17K	Dec 31, 19	-3.02K	6.55%
CAPITAL ONE, NATIONAL ASSOCIATION	126.85K	Dec 31, 19	+126.85K	2.80%
CXI Advisors	830	Dec 31, 19	+830	0.02%
SUNTRUST BANKS INC	99.63K	Sep 30, 19	+20.24K	2.20%
Capital One Investing, Inc.	85.90K	Sep 30, 19	+10.95K	1.90%
BB&T SECURITIES, LLC	61.52K	Sep 30, 19	+11.58K	1.36%
Premia Global Advisors, LLC	19.52K	Sep 30, 19	-1.34K	0.43%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	1.80K	Sep 30, 19	+202	0.04%
MRA Associates USA LLC	2	Sep 30, 19	--	0.00%
American Financial Network Advisory Services LLC	--	Sep 30, 19	-4.49K	--
NEXT Financial Holdings	7.89K	Mar 31, 19	+7.89K	0.17%
HL FINANCIAL SERVICES LLC	6.03K	Mar 31, 19	+600	0.13%
Unified Trust Company, N.A.	283.63K	Dec 31, 18	+283.63K	6.27%
Vestpro Financial Partners, Inc. dba CPF Texas	55.91K	Sep 30, 18	-751	1.24%

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Holder

Date

Change

% Held

Armbruster Capital Management, Inc.

265.92K

Jun 30, 26

+5.90K

5.88%

Brookstone Capital Management

180.92K

Jun 30, 26

-20.84K

4.00%

BANK OF AMERICA CORP /DE/

177.85K

Jun 30, 26

-27.38K

3.93%

UBS Group AG

171.33K

Jun 30, 26

-118

3.79%

LPL Financial LLC

165.13K

Jun 30, 26

-8.87K

3.65%

MORGAN STANLEY

124.83K

Jun 30, 26

-1.70K

2.76%

Eagle Bluffs Wealth Management LLC

103.86K

Jun 30, 26

+5.99K

2.30%

WELLS FARGO & COMPANY/MN

96.79K

Jun 30, 26

-710

2.14%

Cetera Investment Advisers

62.00K

Jun 30, 26

+2.83K

1.37%

JONES FINANCIAL COMPANIES LLLP

50.03K

Jun 30, 26

-1.21K

1.11%

RAYMOND JAMES FINANCIAL INC

48.78K

Jun 30, 26

-1.80K

1.08%

ENVESTNET ASSET MANAGEMENT INC

41.10K

Jun 30, 26

-3.11K

0.91%

SRS Capital Advisors, Inc.

41.01K

Jun 30, 26

+40.70K

0.91%

MERCER GLOBAL ADVISORS INC /ADV

38.86K

Jun 30, 26

-287

0.86%

ROYAL BANK OF CANADA

36.50K

Jun 30, 26

+2.11K

0.81%

TWO SIGMA INVESTMENTS, LP

34.50K

Jun 30, 26

-11.00K

0.76%

COMMONWEALTH EQUITY SERVICES, LLC

32.43K

Jun 30, 26

-3.67K

0.72%

Private Advisor Group, LLC

27.52K

Jun 30, 26

+106

0.61%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

26.24K

Jun 30, 26

-543

0.58%

Virtu Financial LLC

24.94K

Jun 30, 26

+24.94K

0.55%

Cambridge Investment Research Advisors, Inc.

24.05K

Jun 30, 26

-511

0.53%

Sculati Wealth Management, LLC

17.78K

Jun 30, 26

-237

0.39%

ADVISOR GROUP HOLDINGS, INC.

15.45K

Jun 30, 26

-518

0.34%

TRUIST FINANCIAL CORP

14.94K

Jun 30, 26

-1.64K

0.33%

Sequoia Financial Advisors, LLC

14.26K

Jun 30, 26

-1.69K

0.32%

Eagle Strategies LLC

13.44K

Jun 30, 26

+35

0.30%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.87K

Jun 30, 26

+12.87K

0.28%

AMERIPRISE FINANCIAL INC

12.49K

Jun 30, 26

-48

0.28%

BALDWIN BROTHERS LLC/MA

11.69K

Jun 30, 26

0.26%

Geneos Wealth Management Inc.

11.36K

Jun 30, 26

+5.50K

0.25%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

11.19K

Jun 30, 26

+16

0.25%

Steel Peak Wealth Management LLC

10.56K

Jun 30, 26

-1.34K

0.23%

Arkadios Wealth Advisors

10.02K

Jun 30, 26

-251

0.22%

Symmetry Partners, LLC

8.71K

Jun 30, 26

+209

0.19%

GOLDMAN SACHS GROUP INC

8.70K

Jun 30, 26

+8.70K

0.19%

CITADEL ADVISORS LLC

7.74K

Jun 30, 26

+7.74K

0.17%

Mariner, LLC

7.08K

Jun 30, 26

-912

0.16%

TopTier Wealth Management, LLC

6.62K

Jun 30, 26

+13

0.15%

NewEdge Advisors, LLC

6.31K

Jun 30, 26

+3.62K

0.14%

American Financial Advisors, LLC

6.09K

Jun 30, 26

-1.40K

0.13%

Creative Planning

5.77K

Jun 30, 26

-23

0.13%

CHOREO, LLC

5.57K

Jun 30, 26

0.12%

Legacy Trust

5.57K

Jun 30, 26

0.12%

Janney Montgomery Scott LLC

5.23K

Jun 30, 26

-26

0.12%

Kestra Advisory Services, LLC

5.09K

Jun 30, 26

-388

0.11%

Kingsview Wealth Management, LLC

5.08K

Jun 30, 26

-125

0.11%

STIFEL FINANCIAL CORP

4.99K

Jun 30, 26

+13

0.11%

Waverly Advisors, LLC

4.88K

Jun 30, 26

0.11%

McNaughton Wealth Management, LLC

4.79K

Jun 30, 26

0.11%

RDA Financial Network

4.71K

Jun 30, 26

+335

0.10%

Global Retirement Partners, LLC

4.65K

Jun 30, 26

+4.65K

0.10%

Berman McAleer LLC

4.57K

Jun 30, 26

0.10%

Harvest Investment Services, LLC

4.50K

Jun 30, 26

-88

0.10%

SlateStone Wealth, LLC

4.42K

Jun 30, 26

-648

0.10%

Portland Financial Advisors Inc

4.11K

Jun 30, 26

+4.11K

0.09%

SageView Advisory Group, LLC

4.09K

Jun 30, 26

+4.09K

0.09%

Avant Capital LLC

4.08K

Jun 30, 26

-615

0.09%

Advisor OS, LLC

3.95K

Jun 30, 26

+3.95K

0.09%

Spectrum Wealth Advisory Group, LLC

3.42K

Jun 30, 26

+3.42K

0.08%

PRIVATE TRUST CO NA

2.71K

Jun 30, 26

0.06%

FIFTH THIRD BANCORP

2.42K

Jun 30, 26

-142

0.05%

Farther Finance Advisors, LLC

1.39K

Jun 30, 26

-1

0.03%

HARBOUR INVESTMENTS, INC.

1.38K

Jun 30, 26

-244

0.03%

FMR LLC

1.15K

Jun 30, 26

+989

0.03%

Integrated Wealth Concepts LLC

1.12K

Jun 30, 26

+1.12K

0.02%

Lodestone Wealth Management LLC

1.09K

Jun 30, 26

-71

0.02%

Steward Partners Investment Advisory, LLC

850

Jun 30, 26

-835

0.02%

BlackRock, Inc.

850

Jun 30, 26

+850

0.02%

IMG Wealth Management, Inc.

832

Jun 30, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

775

Jun 30, 26

+14

0.02%

10Elms LLP

751

Jun 30, 26

0.02%

Ancora Advisors, LLC

700

Jun 30, 26

0.02%

JPMORGAN CHASE & CO

449

Jun 30, 26

0.01%

Harborfront Financial Group LLC

446

Jun 30, 26

+446

0.01%

City State Bank

426

Jun 30, 26

0.01%

CX Institutional

323

Jun 30, 26

0.01%

Larson Financial Group LLC

310

Jun 30, 26

0.01%

Medallion Wealth Advisors, LLC

276

Jun 30, 26

0.01%

Capital Investment Advisory Services, LLC

270

Jun 30, 26

0.01%

Institute for Wealth Management, LLC.

267

Jun 30, 26

+267

0.01%

Front Row Advisors LLC

225

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

187

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

174

Jun 30, 26

-8

0.00%

JFS WEALTH ADVISORS, LLC

158

Jun 30, 26

0.00%

CoreCap Advisors, LLC

145

Jun 30, 26

+145

0.00%

Qube Research & Technologies Ltd

Jun 30, 26

-115

0.00%

Hilton Head Capital Partners, LLC

Jun 30, 26

0.00%

Heritage Wealth Advisors

Jun 30, 26

+68

0.00%

ASSETMARK, INC

Jun 30, 26

+54

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

-43

0.00%

BLAIR WILLIAM & CO/IL

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

Allworth Financial LP

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

-315

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

Roxbury Financial LLC

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

-151

Russell Investments Group, Ltd.

Jun 30, 26

-28

AE Wealth Management LLC

Jun 30, 26

-10

Sound Income Strategies, LLC

Jun 30, 26

-12

Western Wealth Management, LLC

Jun 30, 26

-693

MAI Capital Management

Jun 30, 26

-377

Sage Mountain Advisors LLC

Jun 30, 26

-6.75K

Advisory Services Network, LLC

Jun 30, 26

-831

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-415

MML INVESTORS SERVICES, LLC

Jun 30, 26

-4.30K

Adviser Investments LLC

Jun 30, 26

-93.69K

U.S. Capital Wealth Advisors, LLC

46.03K

Mar 31, 26

+9.32K

1.02%

Jaffetilchin Investment Partners, LLC

4.74K

Mar 31, 26

+31

0.10%

CWM, LLC

4.22K

Mar 31, 26

+1.64K

0.09%

Jackson Hole Capital Partners, LLC

1.92K

Mar 31, 26

0.04%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

COMERICA BANK

2.79K

Dec 31, 25

+26

0.06%

AVANTAX ADVISORY SERVICES, INC.

18.58K

Jun 30, 25

+103

0.41%

Lindbrook Capital, LLC

167

Mar 31, 25

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-4.02K

Raymond James Financial Services Advisors, Inc.

15.93K

Sep 30, 24

-185

0.35%

RAYMOND JAMES & ASSOCIATES

13.77K

Sep 30, 24

-56

0.30%

Aspire Wealth Management Corp

3.69K

Sep 30, 24

+18

0.08%

First Personal Financial Services

Sep 30, 24

-2.18K

Cetera Advisor Networks LLC

20.52K

Mar 31, 24

-590

0.45%

Cetera Advisors LLC

15.52K

Mar 31, 24

+9.38K

0.34%

Retirement Group, LLC

1.54K

Mar 31, 24

0.03%

DB Wealth Management Group, LLC

414

Dec 31, 23

+63

0.01%

Polaris Wealth Advisory Group, LLC

113.38K

Sep 30, 23

+113.38K

2.51%

DESTINY CAPITAL SECURITIES CORPORATION

6.08K

Sep 30, 23

+6.08K

0.13%

PFS INVESTMENTS INC.

Jun 30, 23

-104.13K

Sanford Advisory Services, LLC

89.92K

Dec 31, 22

-6.37K

1.99%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

98.80K

Sep 30, 22

-1.95K

2.18%

American Portfolios Advisors

58.63K

Sep 30, 22

-300

1.30%

American Research & Management Co.

39.69K

Sep 30, 22

-1.11K

0.88%

Strategic Asset Management, LLC

1.15K

Sep 30, 22

0.03%

FourThought Financial, LLC

363

Sep 30, 22

0.01%

Cordasco Financial Network

455

Jun 30, 22

0.01%

BT Wealth Management LLC

Jun 30, 22

-4.37K

CAPITAL ONE FINANCIAL CORP

12.97K

Mar 31, 22

-57.77K

0.29%

NEXT Financial Group, Inc

8.58K

Dec 31, 21

-826

0.19%

REILLY FINANCIAL ADVISORS, LLC

306

Dec 31, 21

0.01%

Carroll Financial Associates, Inc.

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

7.93K

Sep 30, 21

0.18%

Novak Financial Planning, LLC

8.50K

Jun 30, 21

-1.19K

0.19%

Winslow, Evans & Crocker, Inc.

4.97K

Dec 31, 20

+599

0.11%

Reby Advisors, LLC

567

Dec 31, 20

+567

0.01%

ROWLAND CARMICHAEL ADVISORS INC /ADV

190

Dec 31, 20

0.00%

Partnervest Advisory Services LLC

11.27K

Sep 30, 20

-1.71K

0.25%

First Allied Advisory Services, Inc.

8.81K

Sep 30, 20

+233

0.19%

LifePlan Financial Group, Inc

5.55K

Sep 30, 20

+161

0.12%

KAYS FINANCIAL ADVISORY CORP /ADV

Sep 30, 20

-6.30K

LADENBURG THALMANN FINANCIAL SERVICES INC.

601.11K

Dec 31, 19

+118.09K

13.28%

Advisor Group, Inc.

296.17K

Dec 31, 19

-3.02K

6.55%

CAPITAL ONE, NATIONAL ASSOCIATION

126.85K

Dec 31, 19

+126.85K

2.80%

CXI Advisors

830

Dec 31, 19

+830

0.02%

SUNTRUST BANKS INC

99.63K

Sep 30, 19

+20.24K

2.20%

Capital One Investing, Inc.

85.90K

Sep 30, 19

+10.95K

1.90%

BB&T SECURITIES, LLC

61.52K

Sep 30, 19

+11.58K

1.36%

Premia Global Advisors, LLC

19.52K

Sep 30, 19

-1.34K

0.43%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

1.80K

Sep 30, 19

+202

0.04%

MRA Associates USA LLC

Sep 30, 19

0.00%

American Financial Network Advisory Services LLC

Sep 30, 19

-4.49K

NEXT Financial Holdings

7.89K

Mar 31, 19

+7.89K

0.17%

HL FINANCIAL SERVICES LLC

6.03K

Mar 31, 19

+600

0.13%

Unified Trust Company, N.A.

283.63K

Dec 31, 18

+283.63K

6.27%

Vestpro Financial Partners, Inc. dba CPF Texas

55.91K

Sep 30, 18

-751

1.24%