Invesco S&P SmallCap Value with Momentum ETF(XSVM)

$69.11—Stale · unknown old

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Invesco S&P SmallCap Value with Momentum ETF(XSVM)

NYSE • Last print unknown ago

$69.11—Stale · unknown old

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XSVM(XSVM)

XSVM

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Institutional Ownership

Top 178 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	814.64K	Jun 30, 26	-39.60K	8.91%
BANK OF AMERICA CORP /DE/	457.36K	Jun 30, 26	+10.45K	5.00%
MORGAN STANLEY	379.96K	Jun 30, 26	-5.55K	4.16%
CIBC WORLD MARKET INC.	358.10K	Jun 30, 26	+260.88K	3.92%
360 Financial, Inc.	331.40K	Jun 30, 26	+7.25K	3.63%
Banco Santander, S.A.	197.04K	Jun 30, 26	+5.23K	2.16%
RAYMOND JAMES FINANCIAL INC	157.80K	Jun 30, 26	-32.36K	1.73%
Cetera Investment Advisers	139.73K	Jun 30, 26	-4.87K	1.53%
Altman Advisors, Inc.	139.18K	Jun 30, 26	-815	1.52%
Janney Montgomery Scott LLC	134.79K	Jun 30, 26	-3.37K	1.47%
ADVISOR GROUP HOLDINGS, INC.	123.85K	Jun 30, 26	+12.20K	1.35%
ENVESTNET ASSET MANAGEMENT INC	119.50K	Jun 30, 26	+780	1.31%
Private Advisor Group, LLC	119.12K	Jun 30, 26	+7.12K	1.30%
COMMONWEALTH EQUITY SERVICES, LLC	115.40K	Jun 30, 26	-2.94K	1.26%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	102.64K	Jun 30, 26	+5.31K	1.12%
MML INVESTORS SERVICES, LLC	86.37K	Jun 30, 26	+23.72K	0.94%
Cooper Financial Group	72.11K	Jun 30, 26	+426	0.79%
Kellett Wealth Advisors, LLC	71.28K	Jun 30, 26	+3.16K	0.78%
ROYAL BANK OF CANADA	61.14K	Jun 30, 26	-10.12K	0.67%
MONECO Advisors, LLC	54.53K	Jun 30, 26	-833	0.60%
Fermata Advisors, LLC	52.28K	Jun 30, 26	+300	0.57%
AMERIPRISE FINANCIAL INC	50.14K	Jun 30, 26	-639	0.55%
Premier Path Wealth Partners, LLC	49.92K	Jun 30, 26	+10.28K	0.55%
JONES FINANCIAL COMPANIES LLLP	49.67K	Jun 30, 26	+10.91K	0.54%
Buckingham Strategic Partners	46.34K	Jun 30, 26	+505	0.51%
DOPKINS WEALTH MANAGEMENT, LLC	45.81K	Jun 30, 26	+524	0.50%
CITIGROUP INC	37.99K	Jun 30, 26	-1.17K	0.42%
Williams & Novak, LLC	35.07K	Jun 30, 26	+875	0.38%
Apex Wealth Management, LLC	34.87K	Jun 30, 26	+153	0.38%
WELLS FARGO & COMPANY/MN	34.14K	Jun 30, 26	-599	0.37%
IHT Wealth Management, LLC	30.77K	Jun 30, 26	-713	0.34%
Farther Finance Advisors, LLC	30.71K	Jun 30, 26	-461	0.34%
Mariner, LLC	30.26K	Jun 30, 26	+14.33K	0.33%
Tolleson Wealth Management, Inc.	30.00K	Jun 30, 26	--	0.33%
NEW WAVE WEALTH ADVISORS LLC	29.12K	Jun 30, 26	+29.12K	0.32%
Savant Capital, LLC	26.21K	Jun 30, 26	+26.21K	0.29%
LOWERY THOMAS, LLC	26.09K	Jun 30, 26	+104	0.29%
Spire Wealth Management	25.76K	Jun 30, 26	-101	0.28%
Bestgate Wealth Advisors, LLC	24.27K	Jun 30, 26	-62	0.27%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	24.09K	Jun 30, 26	+21.09K	0.26%
STIFEL FINANCIAL CORP	21.57K	Jun 30, 26	-502	0.24%
Traction Financial Partners, LLC	21.44K	Jun 30, 26	-1.61K	0.23%
JPMORGAN CHASE & CO	19.17K	Jun 30, 26	+313	0.21%
OxenFree Capital LLC	18.42K	Jun 30, 26	-1.26K	0.20%
SFM, LLC	17.62K	Jun 30, 26	-3.68K	0.19%
Marshall Financial Group LLC	16.90K	Jun 30, 26	-33	0.18%
Sanctuary Advisors, LLC	16.54K	Jun 30, 26	--	0.18%
UBS Group AG	14.43K	Jun 30, 26	-144	0.16%
Eagle Strategies LLC	14.35K	Jun 30, 26	+572	0.16%
TWO SIGMA INVESTMENTS, LP	14.30K	Jun 30, 26	-3.80K	0.16%
Asset Allocation Strategies LLC	14.25K	Jun 30, 26	-886	0.16%
GOLDMAN SACHS GROUP INC	14.20K	Jun 30, 26	-1.42K	0.16%
AQR CAPITAL MANAGEMENT LLC	12.72K	Jun 30, 26	+1.03K	0.14%
Del-Sette Capital Management, LLC	12.30K	Jun 30, 26	-38.91K	0.13%
Cambridge Investment Research Advisors, Inc.	12.05K	Jun 30, 26	-1.41K	0.13%
SRS Capital Advisors, Inc.	10.98K	Jun 30, 26	-193	0.12%
CITADEL ADVISORS LLC	10.78K	Jun 30, 26	-3.28K	0.12%
Keating Financial Advisory Services, Inc.	10.74K	Jun 30, 26	+92	0.12%
Institute for Wealth Management, LLC.	9.24K	Jun 30, 26	--	0.10%
Creative Planning	9.12K	Jun 30, 26	-595	0.10%
Visionary Wealth Advisors	9.10K	Jun 30, 26	+80	0.10%
Armbruster Capital Management, Inc.	9.09K	Jun 30, 26	--	0.10%
Southland Equity Partners LLC	8.94K	Jun 30, 26	-161	0.10%
Maia Wealth LLC	8.34K	Jun 30, 26	+1.49K	0.09%
BAROMETER CAPITAL MANAGEMENT INC.	8.20K	Jun 30, 26	+8.20K	0.09%
HighTower Advisors, LLC	8.15K	Jun 30, 26	--	0.09%
THOROUGHBRED FINANCIAL SERVICES, LLC	8.10K	Jun 30, 26	+503	0.09%
Valued Wealth Advisors LLC	7.63K	Jun 30, 26	-782	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	7.51K	Jun 30, 26	+577	0.08%
Stratos Wealth Partners, LTD.	7.38K	Jun 30, 26	-5.16K	0.08%
FIDUCIARY FINANCIAL ADVISORS	6.87K	Jun 30, 26	+6.87K	0.08%
CREATIVE FINANCIAL DESIGNS INC /ADV	6.56K	Jun 30, 26	-5.49K	0.07%
CAPTRUST FINANCIAL ADVISORS	6.52K	Jun 30, 26	+1.83K	0.07%
RFG Advisory, LLC	6.37K	Jun 30, 26	-18	0.07%
TRUIST FINANCIAL CORP	6.19K	Jun 30, 26	+469	0.07%
Geneos Wealth Management Inc.	6.08K	Jun 30, 26	-300	0.07%
Parallel Advisors, LLC	6.00K	Jun 30, 26	--	0.07%
Equitable Holdings, Inc.	5.87K	Jun 30, 26	-923	0.06%
Sigma Planning Corp	5.64K	Jun 30, 26	+11	0.06%
INDEPENDENT FINANCIAL GROUP, LLC	5.43K	Jun 30, 26	+616	0.06%
LYELL WEALTH MANAGEMENT, LP	5.33K	Jun 30, 26	+5.33K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.09K	Jun 30, 26	-81	0.06%
CoreCap Advisors, LLC	5.09K	Jun 30, 26	+137	0.06%
Waverly Advisors, LLC	4.83K	Jun 30, 26	+4.83K	0.05%
Oath Planning, LLC	4.83K	Jun 30, 26	-1.15K	0.05%
NewEdge Advisors, LLC	4.79K	Jun 30, 26	-6	0.05%
PACIFIC SUN FINANCIAL CORP	4.60K	Jun 30, 26	--	0.05%
Sunrise Financial Services, LLC	4.46K	Jun 30, 26	+8	0.05%
Evanson Financial, LLC	4.46K	Jun 30, 26	+4.46K	0.05%
WESCAP Management Group, Inc.	4.40K	Jun 30, 26	+3	0.05%
SILVERLAKE WEALTH MANAGEMENT LLC	3.81K	Jun 30, 26	-1.59K	0.04%
Resources Investment Advisors, LLC.	3.80K	Jun 30, 26	-339	0.04%
SHEETS SMITH WEALTH MANAGEMENT	3.74K	Jun 30, 26	--	0.04%
GWN SECURITIES INC.	3.40K	Jun 30, 26	-5	0.04%
Greenline Wealth Management LLC	3.33K	Jun 30, 26	+7	0.04%
Ullmann Wealth Partners Group, LLC	3.19K	Jun 30, 26	+3.19K	0.03%
Madison Wealth Partners, Inc	3.18K	Jun 30, 26	-503	0.03%
Integrated Wealth Concepts LLC	3.11K	Jun 30, 26	+3.11K	0.03%
Valmark Advisers, Inc.	3.09K	Jun 30, 26	-611	0.03%
Gateway Wealth Partners, LLC	2.96K	Jun 30, 26	-2.59K	0.03%
Independent Advisor Alliance	2.94K	Jun 30, 26	-20.52K	0.03%
Swisher Financial Concepts, Inc.	2.60K	Jun 30, 26	-1.15K	0.03%
FMR LLC	2.46K	Jun 30, 26	+253	0.03%
MERCER GLOBAL ADVISORS INC /ADV	2.03K	Jun 30, 26	+2.03K	0.02%
SYM FINANCIAL Corp	2.00K	Jun 30, 26	--	0.02%
PRIVATE TRUST CO NA	1.80K	Jun 30, 26	--	0.02%
Capital Analysts, LLC	1.60K	Jun 30, 26	--	0.02%
RICHARDS, MERRILL & PETERSON, INC.	1.50K	Jun 30, 26	--	0.02%
BLAIR WILLIAM & CO/IL	1.05K	Jun 30, 26	+1.05K	0.01%
Harbor Asset Planning, Inc.	973	Jun 30, 26	+4	0.01%
Steward Partners Investment Advisory, LLC	971	Jun 30, 26	-17	0.01%
HARBOR INVESTMENT ADVISORY, LLC	650	Jun 30, 26	--	0.01%
AE Wealth Management LLC	647	Jun 30, 26	-68	0.01%
UMB Bank, n.a.	560	Jun 30, 26	--	0.01%
Beacon Capital Management, Inc.	543	Jun 30, 26	-3	0.01%
BlackRock, Inc.	503	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	344	Jun 30, 26	+344	0.00%
US BANCORP \DE\	328	Jun 30, 26	--	0.00%
Wagner Wealth Management, LLC	294	Jun 30, 26	+1	0.00%
VANGUARD ADVISERS INC	261	Jun 30, 26	+1	0.00%
Allworth Financial LP	255	Jun 30, 26	--	0.00%
ASSETMARK, INC	169	Jun 30, 26	-21.02K	0.00%
Cornerstone Planning Group LLC	145	Jun 30, 26	+1	0.00%
Basepoint Wealth LLC	140	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	117	Jun 30, 26	-20	0.00%
Ronald Blue Trust, Inc.	107	Jun 30, 26	+107	0.00%
HARBOUR INVESTMENTS, INC.	90	Jun 30, 26	--	0.00%
Main Street Group, LTD	79	Jun 30, 26	--	0.00%
WPG Advisers, LLC	77	Jun 30, 26	+77	0.00%
Key Capital Management, INC	25	Jun 30, 26	+25	0.00%
Financial Gravity Companies, Inc.	6	Jun 30, 26	+6	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-102	--
Rossby Financial, LCC	--	Jun 30, 26	-48	--
Intentional Wealth Strategies, LLC	--	Jun 30, 26	-128	--
BANK OF MONTREAL /CAN/	--	Jun 30, 26	-989	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-9.63K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-7.32K	--
Brightwater Advisory LLC	--	Jun 30, 26	-15.93K	--
CFG Wealth Management Services, Inc.	--	Jun 30, 26	-175	--
Longview Financial Advisors, Inc.	--	Jun 30, 26	-33	--
CWM, LLC	213.35K	Mar 31, 26	-7.10K	2.33%
Evanson Asset Management, LLC	4.46K	Mar 31, 26	--	0.05%
TruWealth Advisors, LLC	4.18K	Mar 31, 26	--	0.05%
Financial Gravity Asset Management, Inc.	6	Mar 31, 26	-160	0.00%
COMERICA BANK	118	Dec 31, 25	+118	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-355	--
Fortress Wealth Management, Inc.	32.07K	Sep 30, 25	-1.00K	0.35%
WETHERBY ASSET MANAGEMENT INC	5.00K	Sep 30, 25	--	0.05%
AVANTAX ADVISORY SERVICES, INC.	245.51K	Jun 30, 25	-54.48K	2.69%
Congress Wealth Management LLC / DE /	116.03K	Jun 30, 25	-7.56K	1.27%
CHB Investment Group, LLC	26.73K	Jun 30, 25	-338	0.29%
Atria Wealth Solutions, Inc.	5.69K	Jun 30, 25	-4.86K	0.06%
CAROLINAS WEALTH CONSULTING LLC	4.85K	Mar 31, 25	+16	0.05%
RAYMOND JAMES & ASSOCIATES	187.78K	Sep 30, 24	+9.81K	2.05%
Aspire Wealth Management Corp	125.45K	Sep 30, 24	+481	1.37%
Raymond James Financial Services Advisors, Inc.	51.48K	Sep 30, 24	+6.59K	0.56%
CEDRUS LLC	28.05K	Sep 30, 24	+28.05K	0.31%
Bridge Advisory, LLC	13.54K	Sep 30, 24	-155	0.15%
BENJAMIN F. EDWARDS & COMPANY, INC.	17.54K	Jun 30, 24	-44	0.19%
ICA Group Wealth Management, LLC	1.40K	Jun 30, 24	-170	0.02%
Cetera Advisor Networks LLC	53.21K	Mar 31, 24	+8.95K	0.58%
Cetera Advisors LLC	17.89K	Mar 31, 24	+2.24K	0.20%
Retirement Group, LLC	7.85K	Mar 31, 24	+7.85K	0.09%
FOCUS FINANCIAL NETWORK INC /ADV	109.22K	Dec 31, 23	+109.22K	1.19%
Baystate Wealth Management LLC	1.14K	Dec 31, 23	+4	0.01%
First Command Financial Services, Inc.	675	Jun 30, 23	-675	0.01%
First Command Bank	675	Jun 30, 23	-675	0.01%
Kalos Management, Inc.	154	Jun 30, 23	--	0.00%
Ahrens Investment Partners LLC	100	Mar 31, 23	+100	0.00%
TITLEIST ASSET MANAGEMENT, LTD.	9.87K	Dec 31, 22	+1.50K	0.11%
American Portfolios Advisors	3.71K	Sep 30, 22	--	0.04%
Crescent Capital Consulting, LLC	36.24K	Dec 31, 21	-17.34K	0.40%
REILLY FINANCIAL ADVISORS, LLC	172	Dec 31, 21	+172	0.00%
Cardan Capital Partners, LLC	47.56K	Sep 30, 21	-25.56K	0.52%
Ameritas Investment Company, LLC	6.63K	Sep 30, 21	+6.63K	0.07%
TRUEWEALTH LLC	202	Jun 30, 20	--	0.00%
Advisor Group, Inc.	27.68K	Dec 31, 19	-249	0.30%
LADENBURG THALMANN FINANCIAL SERVICES INC.	5.62K	Dec 31, 19	-115	0.06%

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Holder

Date

Change

% Held

LPL Financial LLC

814.64K

Jun 30, 26

-39.60K

8.91%

BANK OF AMERICA CORP /DE/

457.36K

Jun 30, 26

+10.45K

5.00%

MORGAN STANLEY

379.96K

Jun 30, 26

-5.55K

4.16%

CIBC WORLD MARKET INC.

358.10K

Jun 30, 26

+260.88K

3.92%

360 Financial, Inc.

331.40K

Jun 30, 26

+7.25K

3.63%

Banco Santander, S.A.

197.04K

Jun 30, 26

+5.23K

2.16%

RAYMOND JAMES FINANCIAL INC

157.80K

Jun 30, 26

-32.36K

1.73%

Cetera Investment Advisers

139.73K

Jun 30, 26

-4.87K

1.53%

Altman Advisors, Inc.

139.18K

Jun 30, 26

-815

1.52%

Janney Montgomery Scott LLC

134.79K

Jun 30, 26

-3.37K

1.47%

ADVISOR GROUP HOLDINGS, INC.

123.85K

Jun 30, 26

+12.20K

1.35%

ENVESTNET ASSET MANAGEMENT INC

119.50K

Jun 30, 26

+780

1.31%

Private Advisor Group, LLC

119.12K

Jun 30, 26

+7.12K

1.30%

COMMONWEALTH EQUITY SERVICES, LLC

115.40K

Jun 30, 26

-2.94K

1.26%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

102.64K

Jun 30, 26

+5.31K

1.12%

MML INVESTORS SERVICES, LLC

86.37K

Jun 30, 26

+23.72K

0.94%

Cooper Financial Group

72.11K

Jun 30, 26

+426

0.79%

Kellett Wealth Advisors, LLC

71.28K

Jun 30, 26

+3.16K

0.78%

ROYAL BANK OF CANADA

61.14K

Jun 30, 26

-10.12K

0.67%

MONECO Advisors, LLC

54.53K

Jun 30, 26

-833

0.60%

Fermata Advisors, LLC

52.28K

Jun 30, 26

+300

0.57%

AMERIPRISE FINANCIAL INC

50.14K

Jun 30, 26

-639

0.55%

Premier Path Wealth Partners, LLC

49.92K

Jun 30, 26

+10.28K

0.55%

JONES FINANCIAL COMPANIES LLLP

49.67K

Jun 30, 26

+10.91K

0.54%

Buckingham Strategic Partners

46.34K

Jun 30, 26

+505

0.51%

DOPKINS WEALTH MANAGEMENT, LLC

45.81K

Jun 30, 26

+524

0.50%

CITIGROUP INC

37.99K

Jun 30, 26

-1.17K

0.42%

Williams & Novak, LLC

35.07K

Jun 30, 26

+875

0.38%

Apex Wealth Management, LLC

34.87K

Jun 30, 26

+153

0.38%

WELLS FARGO & COMPANY/MN

34.14K

Jun 30, 26

-599

0.37%

IHT Wealth Management, LLC

30.77K

Jun 30, 26

-713

0.34%

Farther Finance Advisors, LLC

30.71K

Jun 30, 26

-461

0.34%

Mariner, LLC

30.26K

Jun 30, 26

+14.33K

0.33%

Tolleson Wealth Management, Inc.

30.00K

Jun 30, 26

0.33%

NEW WAVE WEALTH ADVISORS LLC

29.12K

Jun 30, 26

+29.12K

0.32%

Savant Capital, LLC

26.21K

Jun 30, 26

+26.21K

0.29%

LOWERY THOMAS, LLC

26.09K

Jun 30, 26

+104

0.29%

Spire Wealth Management

25.76K

Jun 30, 26

-101

0.28%

Bestgate Wealth Advisors, LLC

24.27K

Jun 30, 26

-62

0.27%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

24.09K

Jun 30, 26

+21.09K

0.26%

STIFEL FINANCIAL CORP

21.57K

Jun 30, 26

-502

0.24%

Traction Financial Partners, LLC

21.44K

Jun 30, 26

-1.61K

0.23%

JPMORGAN CHASE & CO

19.17K

Jun 30, 26

+313

0.21%

OxenFree Capital LLC

18.42K

Jun 30, 26

-1.26K

0.20%

SFM, LLC

17.62K

Jun 30, 26

-3.68K

0.19%

Marshall Financial Group LLC

16.90K

Jun 30, 26

-33

0.18%

Sanctuary Advisors, LLC

16.54K

Jun 30, 26

0.18%

UBS Group AG

14.43K

Jun 30, 26

-144

0.16%

Eagle Strategies LLC

14.35K

Jun 30, 26

+572

0.16%

TWO SIGMA INVESTMENTS, LP

14.30K

Jun 30, 26

-3.80K

0.16%

Asset Allocation Strategies LLC

14.25K

Jun 30, 26

-886

0.16%

GOLDMAN SACHS GROUP INC

14.20K

Jun 30, 26

-1.42K

0.16%

AQR CAPITAL MANAGEMENT LLC

12.72K

Jun 30, 26

+1.03K

0.14%

Del-Sette Capital Management, LLC

12.30K

Jun 30, 26

-38.91K

0.13%

Cambridge Investment Research Advisors, Inc.

12.05K

Jun 30, 26

-1.41K

0.13%

SRS Capital Advisors, Inc.

10.98K

Jun 30, 26

-193

0.12%

CITADEL ADVISORS LLC

10.78K

Jun 30, 26

-3.28K

0.12%

Keating Financial Advisory Services, Inc.

10.74K

Jun 30, 26

+92

0.12%

Institute for Wealth Management, LLC.

9.24K

Jun 30, 26

0.10%

Creative Planning

9.12K

Jun 30, 26

-595

0.10%

Visionary Wealth Advisors

9.10K

Jun 30, 26

+80

0.10%

Armbruster Capital Management, Inc.

9.09K

Jun 30, 26

0.10%

Southland Equity Partners LLC

8.94K

Jun 30, 26

-161

0.10%

Maia Wealth LLC

8.34K

Jun 30, 26

+1.49K

0.09%

BAROMETER CAPITAL MANAGEMENT INC.

8.20K

Jun 30, 26

+8.20K

0.09%

HighTower Advisors, LLC

8.15K

Jun 30, 26

0.09%

THOROUGHBRED FINANCIAL SERVICES, LLC

8.10K

Jun 30, 26

+503

0.09%

Valued Wealth Advisors LLC

7.63K

Jun 30, 26

-782

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

7.51K

Jun 30, 26

+577

0.08%

Stratos Wealth Partners, LTD.

7.38K

Jun 30, 26

-5.16K

0.08%

FIDUCIARY FINANCIAL ADVISORS

6.87K

Jun 30, 26

+6.87K

0.08%

CREATIVE FINANCIAL DESIGNS INC /ADV

6.56K

Jun 30, 26

-5.49K

0.07%

CAPTRUST FINANCIAL ADVISORS

6.52K

Jun 30, 26

+1.83K

0.07%

RFG Advisory, LLC

6.37K

Jun 30, 26

-18

0.07%

TRUIST FINANCIAL CORP

6.19K

Jun 30, 26

+469

0.07%

Geneos Wealth Management Inc.

6.08K

Jun 30, 26

-300

0.07%

Parallel Advisors, LLC

6.00K

Jun 30, 26

0.07%

Equitable Holdings, Inc.

5.87K

Jun 30, 26

-923

0.06%

Sigma Planning Corp

5.64K

Jun 30, 26

+11

0.06%

INDEPENDENT FINANCIAL GROUP, LLC

5.43K

Jun 30, 26

+616

0.06%

LYELL WEALTH MANAGEMENT, LP

5.33K

Jun 30, 26

+5.33K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.09K

Jun 30, 26

-81

0.06%

CoreCap Advisors, LLC

5.09K

Jun 30, 26

+137

0.06%

Waverly Advisors, LLC

4.83K

Jun 30, 26

+4.83K

0.05%

Oath Planning, LLC

4.83K

Jun 30, 26

-1.15K

0.05%

NewEdge Advisors, LLC

4.79K

Jun 30, 26

-6

0.05%

PACIFIC SUN FINANCIAL CORP

4.60K

Jun 30, 26

0.05%

Sunrise Financial Services, LLC

4.46K

Jun 30, 26

0.05%

Evanson Financial, LLC

4.46K

Jun 30, 26

+4.46K

0.05%

WESCAP Management Group, Inc.

4.40K

Jun 30, 26

0.05%

SILVERLAKE WEALTH MANAGEMENT LLC

3.81K

Jun 30, 26

-1.59K

0.04%

Resources Investment Advisors, LLC.

3.80K

Jun 30, 26

-339

0.04%

SHEETS SMITH WEALTH MANAGEMENT

3.74K

Jun 30, 26

0.04%

GWN SECURITIES INC.

3.40K

Jun 30, 26

-5

0.04%

Greenline Wealth Management LLC

3.33K

Jun 30, 26

0.04%

Ullmann Wealth Partners Group, LLC

3.19K

Jun 30, 26

+3.19K

0.03%

Madison Wealth Partners, Inc

3.18K

Jun 30, 26

-503

0.03%

Integrated Wealth Concepts LLC

3.11K

Jun 30, 26

+3.11K

0.03%

Valmark Advisers, Inc.

3.09K

Jun 30, 26

-611

0.03%

Gateway Wealth Partners, LLC

2.96K

Jun 30, 26

-2.59K

0.03%

Independent Advisor Alliance

2.94K

Jun 30, 26

-20.52K

0.03%

Swisher Financial Concepts, Inc.

2.60K

Jun 30, 26

-1.15K

0.03%

FMR LLC

2.46K

Jun 30, 26

+253

0.03%

MERCER GLOBAL ADVISORS INC /ADV

2.03K

Jun 30, 26

+2.03K

0.02%

SYM FINANCIAL Corp

2.00K

Jun 30, 26

0.02%

PRIVATE TRUST CO NA

1.80K

Jun 30, 26

0.02%

Capital Analysts, LLC

1.60K

Jun 30, 26

0.02%

RICHARDS, MERRILL & PETERSON, INC.

1.50K

Jun 30, 26

0.02%

BLAIR WILLIAM & CO/IL

1.05K

Jun 30, 26

+1.05K

0.01%

Harbor Asset Planning, Inc.

973

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

971

Jun 30, 26

-17

0.01%

HARBOR INVESTMENT ADVISORY, LLC

650

Jun 30, 26

0.01%

AE Wealth Management LLC

647

Jun 30, 26

-68

0.01%

UMB Bank, n.a.

560

Jun 30, 26

0.01%

Beacon Capital Management, Inc.

543

Jun 30, 26

-3

0.01%

BlackRock, Inc.

503

Jun 30, 26

0.01%

Global Retirement Partners, LLC

344

Jun 30, 26

+344

0.00%

US BANCORP \DE\

328

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

294

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

261

Jun 30, 26

0.00%

Allworth Financial LP

255

Jun 30, 26

0.00%

ASSETMARK, INC

169

Jun 30, 26

-21.02K

0.00%

Cornerstone Planning Group LLC

145

Jun 30, 26

0.00%

Basepoint Wealth LLC

140

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

117

Jun 30, 26

-20

0.00%

Ronald Blue Trust, Inc.

107

Jun 30, 26

+107

0.00%

HARBOUR INVESTMENTS, INC.

Jun 30, 26

0.00%

Main Street Group, LTD

Jun 30, 26

0.00%

WPG Advisers, LLC

Jun 30, 26

+77

0.00%

Key Capital Management, INC

Jun 30, 26

+25

0.00%

Financial Gravity Companies, Inc.

Jun 30, 26

0.00%

Western Wealth Management, LLC

Jun 30, 26

-102

Rossby Financial, LCC

Jun 30, 26

-48

Intentional Wealth Strategies, LLC

Jun 30, 26

-128

BANK OF MONTREAL /CAN/

Jun 30, 26

-989

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-9.63K

JANE STREET GROUP, LLC

Jun 30, 26

-7.32K

Brightwater Advisory LLC

Jun 30, 26

-15.93K

CFG Wealth Management Services, Inc.

Jun 30, 26

-175

Longview Financial Advisors, Inc.

Jun 30, 26

-33

CWM, LLC

213.35K

Mar 31, 26

-7.10K

2.33%

Evanson Asset Management, LLC

4.46K

Mar 31, 26

0.05%

TruWealth Advisors, LLC

4.18K

Mar 31, 26

0.05%

Financial Gravity Asset Management, Inc.

Mar 31, 26

-160

0.00%

COMERICA BANK

118

Dec 31, 25

+118

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-355

Fortress Wealth Management, Inc.

32.07K

Sep 30, 25

-1.00K

0.35%

WETHERBY ASSET MANAGEMENT INC

5.00K

Sep 30, 25

0.05%

AVANTAX ADVISORY SERVICES, INC.

245.51K

Jun 30, 25

-54.48K

2.69%

Congress Wealth Management LLC / DE /

116.03K

Jun 30, 25

-7.56K

1.27%

CHB Investment Group, LLC

26.73K

Jun 30, 25

-338

0.29%

Atria Wealth Solutions, Inc.

5.69K

Jun 30, 25

-4.86K

0.06%

CAROLINAS WEALTH CONSULTING LLC

4.85K

Mar 31, 25

+16

0.05%

RAYMOND JAMES & ASSOCIATES

187.78K

Sep 30, 24

+9.81K

2.05%

Aspire Wealth Management Corp

125.45K

Sep 30, 24

+481

1.37%

Raymond James Financial Services Advisors, Inc.

51.48K

Sep 30, 24

+6.59K

0.56%

CEDRUS LLC

28.05K

Sep 30, 24

+28.05K

0.31%

Bridge Advisory, LLC

13.54K

Sep 30, 24

-155

0.15%

BENJAMIN F. EDWARDS & COMPANY, INC.

17.54K

Jun 30, 24

-44

0.19%

ICA Group Wealth Management, LLC

1.40K

Jun 30, 24

-170

0.02%

Cetera Advisor Networks LLC

53.21K

Mar 31, 24

+8.95K

0.58%

Cetera Advisors LLC

17.89K

Mar 31, 24

+2.24K

0.20%

Retirement Group, LLC

7.85K

Mar 31, 24

+7.85K

0.09%

FOCUS FINANCIAL NETWORK INC /ADV

109.22K

Dec 31, 23

+109.22K

1.19%

Baystate Wealth Management LLC

1.14K

Dec 31, 23

0.01%

First Command Financial Services, Inc.

675

Jun 30, 23

-675

0.01%

First Command Bank

675

Jun 30, 23

-675

0.01%

Kalos Management, Inc.

154

Jun 30, 23

0.00%

Ahrens Investment Partners LLC

100

Mar 31, 23

+100

0.00%

TITLEIST ASSET MANAGEMENT, LTD.

9.87K

Dec 31, 22

+1.50K

0.11%

American Portfolios Advisors

3.71K

Sep 30, 22

0.04%

Crescent Capital Consulting, LLC

36.24K

Dec 31, 21

-17.34K

0.40%

REILLY FINANCIAL ADVISORS, LLC

172

Dec 31, 21

+172

0.00%

Cardan Capital Partners, LLC

47.56K

Sep 30, 21

-25.56K

0.52%

Ameritas Investment Company, LLC

6.63K

Sep 30, 21

+6.63K

0.07%

TRUEWEALTH LLC

202

Jun 30, 20

0.00%

Advisor Group, Inc.

27.68K

Dec 31, 19

-249

0.30%

LADENBURG THALMANN FINANCIAL SERVICES INC.

5.62K

Dec 31, 19

-115

0.06%