INVESCO EXCHANGE TRADED FD T shareholder history

Current and past INVESCO EXCHANGE TRADED FD T shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Sargent Bickham Lagudis LLC 28280.23%0.44%0.66%Q1 2016Q4 202228
OPTIMUM INVESTMENT ADVISORS 23230.00%0.01%0.01%Q2 2018Q4 202323
PNC FINANCIAL SERVICES GROUP, INC. 22220.00%0.00%0.00%Q2 2018Q3 202322
SIGNATUREFD, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.02%0.04%0.06%Q2 2018Q3 202322
Biltmore Family Office, LLC 22220.42%0.68%1.14%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.01%0.01%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.01%0.02%0.05%Q2 2018Q3 202322
FIRST NATIONAL TRUST CO 22220.01%0.04%0.07%Q2 2018Q3 202322
UBS Group AG 22220.01%0.01%0.02%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.01%0.01%Q2 2018Q3 202322
Aviance Capital Partners, LLC 22220.06%0.10%0.15%Q2 2018Q3 202322
Parallel Advisors, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.03%0.04%0.11%Q2 2018Q3 202322
CONDOR CAPITAL MANAGEMENT 22220.72%0.80%0.88%Q2 2018Q3 202322
AdvisorNet Financial, Inc 22220.00%0.00%0.01%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.00%0.02%0.12%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.01%0.01%0.04%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.00%0.00%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.00%0.00%Q2 2018Q3 202322
Advisory Services Network, LLC 22220.03%0.07%0.13%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 22220.00%0.01%0.04%Q2 2018Q3 202322
Bank of New York Mellon Corp 22220.00%0.00%0.00%Q2 2018Q3 202322
AllSquare Wealth Management LLC 22220.07%0.09%0.11%Q2 2018Q3 202322
Tortoise Investment Management, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
D.A. DAVIDSON & CO. 22220.01%0.01%0.01%Q2 2018Q3 202322
Front Row Advisors LLC 22220.01%0.01%0.01%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.01%0.02%0.07%Q2 2018Q3 202322
Clearwater Capital Advisors, LLC 22220.07%0.40%1.16%Q2 2018Q3 202322
SFE Investment Counsel 22220.18%0.26%0.54%Q2 2018Q3 202322
Steward Partners Investment Advisory, LLC 22220.00%0.01%0.03%Q2 2018Q3 202322
OPPENHEIMER & CO INC 22220.01%0.01%0.02%Q2 2018Q3 202322
Cetera Advisor Networks LLC 22220.01%0.03%0.08%Q2 2018Q3 202322
Baltimore-Washington Financial Advisors, Inc. 22220.86%1.60%2.04%Q2 2018Q3 202322
Hartford Financial Management Inc. 22220.52%0.62%0.72%Q2 2018Q3 202322
Monument Capital Management 22220.61%1.00%1.47%Q2 2018Q3 202322
SeaCrest Wealth Management, LLC 22220.07%0.15%0.20%Q2 2018Q3 202322
Vishria Bird Financial Group, LLC 22220.92%1.20%1.70%Q2 2018Q3 202322
CITIGROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
DEUTSCHE BANK AG\ 22220.00%0.00%0.00%Q2 2018Q3 202322
Bouchey Financial Group Ltd 22223.06%4.64%6.22%Q2 2018Q3 202322
SignalPoint Asset Management, LLC 22222.20%2.99%3.89%Q2 2018Q3 202322
J.P. Morgan Private Wealth Advisors LLC 22220.01%0.01%0.04%Q2 2018Q3 202322
Cetera Advisors LLC 22220.02%0.07%0.18%Q2 2018Q3 202322
Focused Wealth Management, Inc 22220.00%0.08%0.26%Q2 2018Q3 202322
LPL Financial LLC 22220.02%0.03%0.04%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.01%0.01%Q2 2018Q3 202322
Dynamic Advisor Solutions LLC 22220.06%0.09%0.18%Q2 2018Q3 202322
Destination Wealth Management 22220.34%0.51%0.60%Q2 2018Q3 202322
Creative Planning 22220.00%0.00%0.00%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.00%0.01%0.04%Q2 2018Q3 202322
FRG Family Wealth Advisors LLC 22220.84%1.61%1.84%Q2 2018Q3 202322
HighTower Advisors, LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.01%0.04%0.06%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.01%0.01%0.03%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.01%0.01%0.01%Q2 2018Q3 202322
HoyleCohen, LLC 22220.03%0.05%0.08%Q2 2018Q3 202322
Kovack Advisors, Inc. 22220.06%0.07%0.08%Q2 2018Q3 202322
Tower Research Capital LLC (TRC) 1560.00%0.08%0.55%Q2 2018Q3 202321
Lee Financial Co 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Allen Capital Group, LLC 1830.34%0.55%0.98%Q2 2018Q3 202321
JPMORGAN CHASE & CO 21210.00%0.00%0.02%Q3 2018Q3 202321
McGuire Investment Group, LLC 21210.24%0.29%0.35%Q3 2018Q3 202321
PIN OAK INVESTMENT ADVISORS INC 21210.01%0.02%0.03%Q3 2018Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 21210.00%0.00%0.01%Q2 2018Q2 202321
STEPHENS INC /AR/ 21210.04%0.11%0.18%Q3 2018Q3 202321
BANK OF MONTREAL /CAN/ 1920.00%0.00%0.01%Q2 2018Q3 202321
VALLEY NATIONAL ADVISERS INC 2010.22%0.26%0.31%Q2 2018Q3 202321
NORTHERN TRUST CORP 1830.00%0.00%0.00%Q2 2018Q3 202321
Apriem Advisors 11100.25%0.30%0.40%Q2 2018Q3 202321
Janney Montgomery Scott LLC 21210.01%0.02%0.04%Q2 2018Q2 202321
MITCHELL SINKLER & STARR/PA 21210.15%0.88%1.70%Q2 2018Q2 202321
Koshinski Asset Management, Inc. 1650.21%0.41%0.52%Q2 2018Q3 202321
Global Retirement Partners, LLC 1470.00%0.01%0.01%Q2 2018Q3 202321
B. Riley Wealth Advisors, Inc. 21210.01%0.02%0.04%Q3 2018Q3 202321
NEVILLE RODIE & SHAW INC 21210.04%0.24%0.40%Q4 2018Q4 202321
ALBION FINANCIAL GROUP /UT 11100.01%0.14%0.25%Q2 2018Q3 202321
Beacon Pointe Advisors, LLC 20200.01%0.05%0.16%Q4 2018Q3 202320
IFP Advisors, Inc 1730.01%0.03%0.08%Q2 2018Q3 202320
Capital Analysts, LLC 20200.02%0.16%0.32%Q4 2018Q3 202320
GOLDMAN SACHS GROUP INC 20200.00%0.00%0.01%Q4 2018Q3 202320
FIFTH THIRD SECURITIES, INC. 1460.11%0.96%5.63%Q3 2018Q3 202320
HOWE & RUSLING INC 1910.00%0.10%0.49%Q2 2018Q2 202320
Financial Architects, Inc 1640.19%0.24%0.33%Q2 2018Q2 202320
HHM Wealth Advisors, LLC 20200.11%0.19%0.24%Q4 2018Q3 202320
Private Advisor Group, LLC 1910.00%0.03%0.06%Q3 2018Q3 202320
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.01%Q1 2019Q3 202319
Bogart Wealth, LLC 19190.00%0.01%0.04%Q1 2019Q3 202319
GLENMEDE TRUST CO NA 1810.00%0.00%0.06%Q2 2018Q3 202319
Joseph P. Lucia & Associates, LLC 19191.34%3.36%4.32%Q1 2019Q3 202319
MISSION WEALTH MANAGEMENT, LP 19190.02%0.02%0.03%Q1 2019Q3 202319
FMR LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Phocas Financial Corp. 19190.04%0.06%0.10%Q2 2018Q4 202219
Cribstone Capital Management, LLC 19190.62%1.23%3.30%Q2 2018Q4 202219
SAGE RHINO CAPITAL LLC 19191.14%1.46%2.12%Q1 2019Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
American Financial Advisors, LLC 1450.20%0.31%1.76%Q4 2018Q3 202319
Ashfield Capital Partners, LLC 18180.09%0.14%0.22%Q2 2018Q3 202218
ATLAS CAPITAL ADVISORS LLC 18180.08%0.17%0.44%Q2 2019Q3 202318
Baird Financial Group, Inc. 18180.00%0.00%0.01%Q2 2018Q3 202218
Mutual Advisors, LLC 1310.02%0.17%0.50%Q2 2018Q2 202318
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
COUNTRY TRUST BANK 18180.00%0.00%0.00%Q3 2018Q4 202218
CWM, LLC 1080.00%0.00%0.01%Q1 2019Q3 202318
Atria Investments, Inc 18180.04%0.08%0.18%Q2 2019Q3 202318
Ameritas Investment Partners, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
Abbot Financial Management, Inc. 18180.19%0.38%0.67%Q2 2019Q3 202318
CYPRESS CAPITAL MANAGEMENT LLC 18180.13%0.15%0.16%Q2 2018Q3 202218
Lido Advisors, LLC 1210.01%0.03%0.07%Q3 2018Q3 202318
Citadel Advisors 1710.00%0.00%0.00%Q3 2018Q1 202318
Acorn Wealth Advisors, LLC 18180.26%0.41%0.91%Q2 2019Q3 202318
Financial Gravity Asset Management, Inc. 1020.00%0.51%2.51%Q2 2018Q3 202317
CAPTRUST FINANCIAL ADVISORS 17170.01%0.03%0.10%Q3 2019Q3 202317
CAHILL FINANCIAL ADVISORS INC 17170.18%0.26%0.34%Q3 2019Q3 202317
Friedenthal Financial 1610.74%1.06%1.94%Q2 2018Q3 202317
AlphaStar Capital Management, LLC 17170.07%0.56%1.11%Q2 2018Q2 202217
Providence Wealth Advisors, LLC 17170.32%1.86%2.87%Q1 2019Q1 202317
FIFTH THIRD BANCORP 17170.00%0.00%0.00%Q2 2019Q2 202317
American Portfolios Advisors 1520.00%0.03%0.15%Q2 2018Q3 202217
Laurel Wealth Advisors, Inc. 17170.08%0.15%0.22%Q4 2018Q4 202217
Sigma Planning Corp 1510.01%0.01%0.05%Q3 2018Q3 202317
Aurora Private Wealth, Inc. 16160.16%0.27%0.44%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.87%5.59%8.62%Q4 2019Q3 202316
OneDigital Investment Advisors LLC 16160.01%0.05%0.25%Q4 2019Q3 202316
MONECO Advisors, LLC 1510.06%0.12%0.21%Q3 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.05%0.08%0.12%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Optas, LLC 16160.35%0.55%0.70%Q4 2019Q3 202316
BLAIR WILLIAM & CO/IL 1410.00%0.00%0.01%Q4 2018Q3 202316
Country Club Trust Company, n.a. 15150.14%0.20%0.26%Q2 2018Q4 202115
Kalos Management, Inc. 810.06%0.55%1.62%Q2 2018Q2 202315
Lowe Wealth Advisors, LLC 15150.01%0.01%0.01%Q2 2018Q4 202115
HEADINVEST, LLC 1410.04%0.06%0.08%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.04%0.05%0.08%Q1 2020Q3 202315
TRUIST FINANCIAL CORP 1410.00%0.00%0.01%Q4 2019Q3 202315
Dakota Wealth Management 15150.01%0.44%0.76%Q1 2020Q3 202315
BigSur Wealth Management LLC 15150.28%0.32%0.36%Q1 2020Q3 202315
First Heartland Consultants, Inc. 960.02%0.12%0.68%Q2 2019Q3 202315
Haverford Trust Co 1410.00%0.00%0.00%Q4 2019Q3 202315
Kathmere Capital Management, LLC 1410.06%0.06%0.08%Q4 2019Q3 202315
Summit Place Financial Advisors, LLC 14140.52%1.09%3.17%Q2 2020Q3 202314
First Horizon Advisors, Inc. 860.00%0.00%0.01%Q1 2020Q3 202314
REGIONS FINANCIAL CORP 14140.00%0.00%0.01%Q3 2018Q4 202114
Faithward Advisors, LLC 14140.04%0.13%0.29%Q3 2019Q4 202214
BDO Wealth Advisors, LLC 14140.01%0.04%0.06%Q1 2020Q2 202314
Homrich & Berg 14140.02%0.03%0.06%Q2 2018Q3 202114
Rockefeller Capital Management L.P. 1310.00%0.00%0.01%Q1 2020Q3 202314
LINCOLN NATIONAL CORP 14140.01%0.01%0.03%Q2 2020Q3 202314
KINGS POINT CAPITAL MANAGEMENT 14140.00%0.00%0.02%Q2 2018Q3 202114
ENTERPRISE FINANCIAL SERVICES CORP 14140.35%0.48%0.55%Q1 2019Q2 202214
Wagner Wealth Management, LLC 1220.05%0.11%0.20%Q2 2018Q3 202314
Carnegie Capital Asset Management, LLC 1110.01%0.04%0.35%Q4 2018Q3 202314
EDMOND DE ROTHSCHILD HOLDING S.A. 14140.01%0.01%0.01%Q1 2019Q2 202214
TOTH FINANCIAL ADVISORY CORP 14140.01%0.01%0.01%Q2 2020Q3 202314
OXFORD FINANCIAL GROUP, LTD. LLC 14140.11%0.16%0.23%Q3 2018Q4 202114
Advisory Alpha, LLC 860.01%0.24%0.63%Q4 2018Q3 202314
Baker Avenue Asset Management, LP 14140.29%0.52%0.76%Q2 2020Q3 202314
PACIFIC SUN FINANCIAL CORP 610.35%0.40%0.45%Q2 2018Q2 202314
VISTA INVESTMENT MANAGEMENT 14140.45%0.90%1.32%Q2 2020Q3 202314
NEXT Financial Group, Inc 760.00%0.02%0.04%Q3 2018Q4 202113
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
Essex Private Wealth Management, LLC 13133.28%5.48%7.88%Q3 2020Q3 202313
Laurel Wealth Advisors LLC 1210.00%0.05%0.07%Q2 2019Q3 202313
AE Wealth Management LLC 13130.00%0.11%0.28%Q3 2020Q3 202313
Hilltop Holdings Inc. 13130.03%0.04%0.06%Q3 2020Q3 202313
RITHOLTZ WEALTH MANAGEMENT 1210.01%0.02%0.04%Q2 2020Q3 202313
Financial Advantage, Inc. 13130.02%0.05%0.08%Q3 2019Q3 202213
Clearstead Advisors, LLC 13130.00%0.03%0.07%Q3 2020Q3 202313
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Affiance Financial, LLC 13130.01%0.02%0.02%Q4 2019Q4 202213
Allred Capital Management, LLC 13130.19%0.46%0.64%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.03%0.05%0.09%Q3 2020Q3 202313
Aspire Private Capital, LLC 13130.02%0.22%1.24%Q3 2020Q3 202313
Capital Wealth Alliance, LLC 620.38%0.59%1.12%Q4 2019Q3 202313
Curi Wealth Management, LLC 12120.19%0.50%0.79%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.78%0.94%1.03%Q4 2020Q3 202312
MAI Capital Management 12120.00%0.01%0.01%Q4 2020Q3 202312
SRS Capital Advisors, Inc. 1020.00%0.00%0.00%Q3 2020Q3 202312
Renaissance Technologies 510.00%0.00%0.00%Q3 2018Q2 202312
Gryphon Financial Partners LLC 710.05%0.05%0.06%Q2 2018Q3 202312
Oak Harvest Investment Services 12120.05%0.07%0.10%Q4 2020Q3 202312
Valeo Financial Advisors, LLC 12120.00%0.00%0.00%Q2 2018Q1 202112
Cavalier Investments, LLC 12121.63%2.52%3.78%Q4 2020Q3 202312
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1110.00%0.02%0.04%Q2 2018Q3 202312
Psagot Value Holdings Ltd. 12120.01%0.78%2.45%Q2 2018Q1 202112
FLPUTNAM INVESTMENT MANAGEMENT CO 810.01%0.01%0.01%Q4 2019Q3 202312
FMA ADVISORY INC 12120.16%0.17%0.18%Q2 2018Q1 202112
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Kaizen Financial Strategies 920.37%0.41%0.46%Q4 2020Q3 202311
SVB WEALTH LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11111.19%1.59%2.16%Q1 2021Q3 202311
Astor Investment Management LLC 11110.94%6.62%12.59%Q3 2020Q1 202311
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Richard Bernstein Advisors LLC 11110.32%0.93%3.82%Q1 2021Q3 202311
Cetera Investment Advisers 1010.01%0.01%0.02%Q4 2020Q3 202311
Founders Financial Alliance, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 650.02%0.04%0.06%Q4 2018Q3 202111
Arbor Investment Advisors, LLC 830.04%0.05%0.05%Q4 2020Q3 202311
ASSETMARK, INC 11110.00%0.01%0.01%Q3 2020Q1 202311
Spectrum Management Group, LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 510.01%0.35%1.53%Q2 2018Q3 202211
JAMES INVESTMENT RESEARCH INC 11110.02%0.13%0.63%Q4 2020Q2 202311
Patriot Financial Group Insurance Agency, LLC 730.00%0.01%0.01%Q3 2018Q1 202210
MBA Advisors LLC 10100.15%0.24%0.37%Q1 2021Q2 202310
JANE STREET GROUP, LLC 610.00%0.01%0.04%Q2 2018Q4 202210
Freedom Investment Management, Inc. 910.09%0.69%1.30%Q1 2021Q3 202310
JANICZEK WEALTH MANAGEMENT, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 10100.00%0.00%0.01%Q2 2018Q3 202010
Hayden Royal, LLC 640.22%0.37%0.71%Q4 2018Q2 202110
Equitable Holdings, Inc. 10100.01%0.01%0.03%Q2 2021Q3 202310
Kingsview Wealth Management, LLC 510.01%0.22%0.65%Q1 2017Q3 202310
FIRST NATIONAL BANK OF OMAHA 10100.01%0.01%0.02%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.00%0.17%0.56%Q1 2021Q3 202310
SHINE INVESTMENT ADVISORY SERVICES INC 10100.00%0.00%0.00%Q2 2018Q3 202010
NovaPoint Capital, LLC 10100.12%0.48%0.69%Q4 2019Q1 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.02%0.02%0.03%Q2 2018Q3 202010
SCOTIA CAPITAL INC. 990.02%0.02%0.04%Q3 2018Q3 20209
Transamerica Financial Advisors, Inc. 410.00%0.00%0.00%Q2 2018Q1 20239
Laidlaw Wealth Management LLC 540.04%0.38%1.07%Q2 2021Q3 20239
Elevated Capital Advisors, LLC 410.13%0.56%1.16%Q2 2020Q1 20239
HUNTINGTON NATIONAL BANK 810.00%0.00%0.01%Q3 2019Q3 20239
Tradition Wealth Management, LLC 630.18%0.25%0.34%Q4 2020Q3 20239
LifePlan Financial Group, Inc 990.03%0.06%0.10%Q2 2018Q2 20209
Certified Advisory Corp 990.00%0.00%0.01%Q2 2018Q2 20209
Spire Wealth Management 540.00%0.00%0.00%Q1 2021Q3 20239
Bay Harbor Wealth Management, LLC 990.01%0.12%0.33%Q3 2020Q3 20229
Koss-Olinger Consulting, LLC 540.05%0.12%0.21%Q1 2021Q2 20239
U.S. Capital Wealth Advisors, LLC 990.14%0.16%0.19%Q3 2021Q3 20239
J.W. COLE ADVISORS, INC. 510.02%0.02%0.03%Q4 2019Q4 20229
Miller Investment Management, LP 990.07%0.21%0.28%Q1 2020Q1 20229
CVA Family Office, LLC 990.01%0.01%0.02%Q1 2020Q1 20229
Financial Sense Advisors, Inc. 990.24%0.29%0.40%Q2 2018Q2 20209
PRUDENTIAL FINANCIAL INC 990.00%0.01%0.03%Q3 2021Q3 20239
Belvedere Trading LLC 220.00%0.03%0.13%Q1 2022Q2 20239
MEITAV INVESTMENT HOUSE LTD 610.00%0.14%1.16%Q3 2018Q2 20239
Brinker Capital Investments, LLC 720.00%0.01%0.03%Q2 2018Q1 20229
Zhang Financial LLC 990.03%0.04%0.07%Q3 2021Q3 20239
Financial Engines Advisors L.L.C. 990.00%0.00%0.00%Q3 2021Q3 20239
RFG Advisory, LLC 880.03%0.06%0.10%Q4 2021Q3 20238
Walker Asset Management, LLC 881.90%2.22%2.50%Q1 2022Q4 20238
Capital Market Strategies LLC 532.14%2.26%2.44%Q4 2021Q4 20238
Kaydan Wealth Management, Inc. 880.20%0.24%0.26%Q4 2021Q3 20238
Treynor Bancshares, Inc. 882.48%4.46%5.77%Q4 2021Q3 20238
Calamos Wealth Management LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Snider Financial Group 884.17%4.58%4.85%Q2 2021Q1 20238
Regal Investment Advisors LLC 510.07%0.34%0.49%Q4 2018Q3 20238
North Star Investment Management Corp. 880.00%0.00%0.00%Q3 2021Q2 20238
Arkadios Wealth Advisors 880.00%0.01%0.01%Q4 2019Q3 20218
Landmark Financial Advisors, LLC 880.18%0.25%0.42%Q2 2018Q1 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
First Bank & Trust 880.01%0.01%0.02%Q3 2020Q2 20228
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.46%0.53%0.60%Q4 2021Q3 20238
Phoenix Holdings Ltd. 880.05%0.10%0.26%Q4 2021Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
Addison Advisors LLC 880.19%0.27%0.39%Q4 2021Q3 20238
Activest Wealth Management 610.01%1.73%6.37%Q2 2021Q3 20238
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 770.40%0.42%0.45%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.11%0.12%0.14%Q1 2022Q3 20237
PEDDOCK CAPITAL ADVISORS, LLC 410.05%0.06%0.08%Q2 2018Q4 20217
NewEdge Advisors, LLC 610.00%0.01%0.03%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.03%0.05%0.10%Q4 2021Q3 20237
Brendel Financial Advisors LLC 610.07%3.14%4.12%Q4 2018Q2 20217
Sowell Financial Services LLC 770.00%0.01%0.04%Q3 2019Q1 20217
Lenox Wealth Advisors, LLC 770.01%0.01%0.01%Q1 2019Q3 20207
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.05%0.05%Q4 2021Q2 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.06%0.29%Q4 2020Q4 20227
Tiller Private Wealth, Inc. 430.11%0.16%0.30%Q2 2021Q3 20237
BRANDYWINE OAK PRIVATE WEALTH LLC 510.01%0.36%1.24%Q4 2018Q3 20237
KING LUTHER CAPITAL MANAGEMENT CORP 770.00%0.00%0.00%Q2 2021Q4 20227
Ironwood Financial, llc 770.00%0.00%0.00%Q2 2018Q4 20197
GeoWealth Management, LLC 770.30%0.96%1.41%Q3 2020Q1 20227
Advisors Preferred, LLC 310.02%0.06%0.11%Q2 2018Q3 20237
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 410.00%1.80%3.57%Q1 2020Q3 20237
Newbridge Financial Services Group, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
EXENCIAL WEALTH ADVISORS, LLC 310.01%0.01%0.02%Q4 2020Q3 20237
VERUS CAPITAL PARTNERS, LLC 770.13%0.21%0.32%Q1 2022Q3 20237
Sullivan, Bruyette, Speros & Blaney, LLC 770.01%0.01%0.01%Q3 2019Q1 20217
BANQUE PICTET & CIE SA 770.01%0.02%0.03%Q3 2018Q1 20207
Lloyd Advisory Services, LLC. 770.07%0.23%0.42%Q3 2020Q1 20227
Outlook Wealth Advisors, LLC 770.45%1.09%1.49%Q3 2020Q1 20227
Advisor Group, Inc. 770.02%0.06%0.17%Q2 2018Q4 20197
REILLY FINANCIAL ADVISORS, LLC 610.01%0.01%0.01%Q2 2019Q2 20217
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.03%0.04%0.06%Q3 2018Q4 20196
1832 Asset Management L.P. 660.00%0.00%0.01%Q4 2020Q1 20226
CreativeOne Wealth, LLC 660.01%0.03%0.04%Q4 2020Q1 20226
CASTLE WEALTH MANAGEMENT LLC 660.16%0.22%0.27%Q2 2022Q3 20236
Rede Wealth, LLC 660.16%0.21%0.26%Q4 2020Q1 20226
Fisher Asset Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Mariner, LLC 510.00%0.01%0.01%Q2 2019Q3 20236
ROVIN CAPITAL /UT/ /ADV 660.33%0.54%0.80%Q2 2022Q3 20236
Venture Visionary Partners LLC 310.01%0.03%0.10%Q2 2021Q3 20236
IHT Wealth Management, LLC 660.02%0.03%0.05%Q3 2019Q4 20206
Atria Wealth Solutions, Inc. 660.00%0.01%0.01%Q1 2022Q2 20236
Centennial Wealth Advisory LLC 661.91%4.30%5.98%Q4 2020Q1 20226
One Charles Private Wealth Services, LLC 510.41%0.59%0.70%Q1 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Glassman Wealth Services 410.00%0.01%0.02%Q2 2018Q3 20236
PRIVATE TRUST CO NA 660.01%0.06%0.12%Q2 2022Q3 20236
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 660.01%0.01%0.01%Q4 2020Q1 20226
Royal Fund Management, LLC 510.01%0.22%0.38%Q2 2019Q3 20236
LVZ, Inc. 422.58%3.68%5.83%Q2 2018Q4 20196
Optimum Quantvest Corp 660.84%1.22%1.76%Q2 2019Q3 20206
EP Wealth Advisors, LLC 420.00%0.01%0.02%Q1 2022Q3 20236
1834 INVESTMENT ADVISORS CO 420.01%0.02%0.04%Q2 2018Q4 20196
Atlas Private Wealth Management, LLC 660.00%0.01%0.02%Q4 2019Q1 20216
FormulaFolio Investments, LLC 330.03%0.04%0.06%Q2 2018Q4 20196
Canvas Wealth Advisors, LLC 660.33%0.44%0.55%Q2 2022Q3 20236
NORTHSTAR INVESTMENT ADVISORS LLC 660.09%0.10%0.11%Q1 2020Q2 20216
KESTRA PRIVATE WEALTH SERVICES, LLC 660.03%0.05%0.07%Q2 2022Q3 20236
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.02%Q2 2018Q2 20226
Eudaimonia Partners, LLC 660.03%0.04%0.06%Q4 2019Q1 20216
THOROUGHBRED FINANCIAL SERVICES, LLC 660.07%0.10%0.16%Q2 2022Q3 20236
Visionary Wealth Advisors 550.32%0.45%0.56%Q4 2019Q4 20205
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.01%Q3 2020Q3 20235
Avestar Capital, LLC 550.06%0.48%1.20%Q2 2018Q2 20195
FourThought Financial, LLC 410.00%0.01%0.01%Q4 2020Q3 20225
Congress Wealth Management LLC / DE / 320.01%0.01%0.01%Q1 2022Q2 20235
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q3 2022Q3 20235
FAS Wealth Partners, Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
Annapolis Financial Services, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Liberty Capital Management, Inc. 210.08%0.13%0.24%Q2 2018Q2 20205
Private Capital Group, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Tradewinds Capital Management, LLC 550.00%0.80%3.40%Q1 2019Q1 20205
New Millennium Group LLC 550.01%0.01%0.01%Q2 2022Q2 20235
Legend Financial Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Merit Financial Group, LLC 410.01%0.02%0.02%Q2 2021Q2 20235
PGIM Custom Harvest LLC 410.19%1.46%1.97%Q3 2021Q3 20235
Triangle Securities Wealth Management 550.09%0.09%0.09%Q4 2020Q4 20215
WIN ADVISORS, INC 550.01%0.50%2.43%Q4 2021Q4 20225
AlphaCore Capital LLC 550.00%0.01%0.01%Q2 2022Q2 20235
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 310.01%0.01%0.01%Q2 2021Q3 20235
WOLVERINE TRADING, LLC 330.00%0.00%0.00%Q3 2021Q1 20225
Summit X, LLC 410.01%0.12%0.15%Q1 2019Q3 20205
Center For Asset Management LLC 550.34%0.71%0.83%Q4 2020Q4 20215
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
IBEX WEALTH ADVISORS 410.08%0.12%0.15%Q2 2019Q1 20225
PATHSTONE FAMILY OFFICE, LLC 410.00%0.00%0.00%Q1 2020Q3 20235
NWAM LLC 550.05%0.07%0.10%Q4 2020Q4 20215
Harel Insurance Investments & Financial Services Ltd. 210.00%0.25%0.71%Q4 2020Q3 20235
ROCKY MOUNTAIN ADVISERS, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
FLOW TRADERS U.S. LLC 320.02%0.12%0.26%Q1 2020Q3 20215
YorkBridge Wealth Partners, LLC 550.01%0.01%0.02%Q2 2018Q2 20195
Prostatis Group LLC 310.28%0.48%0.60%Q4 2019Q2 20235
TRUE Private Wealth Advisors 410.00%0.00%0.01%Q2 2019Q3 20205
Hilltop Partners LLC 440.26%0.30%0.34%Q4 2022Q3 20234
Operose Advisors LLC 440.02%0.03%0.04%Q4 2021Q3 20224
Arbor Wealth Management, LLC 440.20%0.27%0.32%Q1 2019Q4 20194
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Davis Investment Partners, LLC 4426.72%27.30%27.86%Q4 2022Q3 20234
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 440.01%0.04%0.08%Q4 2022Q3 20234
DAVENPORT & Co LLC 440.00%0.00%0.01%Q2 2021Q1 20224
Bryn Mawr Capital Management, LLC 440.06%0.08%0.09%Q4 2022Q3 20234
Realta Investment Advisors 220.01%0.01%0.01%Q3 2022Q3 20234
HANSEATIC MANAGEMENT SERVICES INC 440.00%0.01%0.02%Q2 2018Q1 20194
Y.D. More Investments Ltd 440.03%0.04%0.05%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.06%0.10%0.13%Q4 2022Q3 20234
CENTAURUS FINANCIAL, INC. 210.01%0.11%0.20%Q2 2018Q2 20224
Live Oak Investment Partners 440.39%0.39%0.40%Q4 2022Q3 20234
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q3 2021Q1 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.02%0.04%Q4 2022Q3 20234
MELFA WEALTH MANAGEMENT, INC. 440.79%0.88%0.96%Q4 2022Q3 20234
Prime Capital Investment Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
FWL INVESTMENT MANAGEMENT, LLC 440.09%0.27%0.34%Q4 2022Q3 20234
RBA Wealth Management, LLC 440.75%0.82%0.90%Q1 2019Q4 20194
Rehmann Capital Advisory Group 220.01%0.01%0.02%Q2 2018Q2 20194
Moisand Fitzgerald Tamayo, LLC 310.01%0.01%0.02%Q2 2021Q1 20234
Kapstone Financial Advisors LLC 440.46%0.47%0.48%Q4 2022Q3 20234
WealthShield Partners, LLC 310.00%0.00%0.02%Q2 2018Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FDx Advisors, Inc. 220.01%0.02%0.04%Q3 2021Q3 20234
VALICENTI ADVISORY SERVICES INC 442.46%2.82%3.15%Q1 2019Q4 20194
WEDBUSH SECURITIES INC 440.01%0.01%0.01%Q1 2021Q4 20214
UNIONVIEW, LLC 220.19%0.20%0.22%Q4 2021Q3 20234
COLLECTIVE FAMILY OFFICE LLC 440.11%0.11%0.12%Q4 2022Q3 20234
HBW ADVISORY SERVICES LLC 310.04%0.06%0.06%Q2 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
Global Wealth Strategies & Associates 440.00%0.00%0.00%Q1 2023Q4 20234
Patten Group, Inc. 440.06%0.09%0.14%Q4 2022Q3 20234
IMC-Chicago, LLC 220.01%0.01%0.02%Q2 2019Q2 20204
AXXCESS WEALTH MANAGEMENT, LLC 440.02%0.03%0.03%Q2 2022Q1 20234
WMS Partners, LLC 440.38%0.47%0.64%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.17%0.18%0.19%Q4 2022Q3 20234
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q3 20234
Hillswick Asset Management, LLC 441.65%1.73%1.79%Q2 2018Q1 20194
Capital Investment Advisory Services, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.20%0.21%0.21%Q4 2022Q3 20234
Stratos Wealth Partners, LTD. 440.02%0.03%0.03%Q2 2018Q1 20194
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
MOTCO 440.00%0.00%0.00%Q4 2020Q3 20214
Wealthspire Advisors, L.P. 440.00%0.00%0.00%Q2 2018Q1 20194
Asset Planning Services, Ltd. 220.03%0.04%0.04%Q3 2018Q3 20194
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Horizon Wealth Management, LLC 330.75%0.76%0.77%Q1 2023Q3 20233
Westside Investment Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Lindbrook Capital, LLC 210.00%0.00%0.00%Q3 2019Q4 20213
Vestmark Advisory Solutions, Inc. 210.01%0.02%0.03%Q3 2021Q2 20233
Smith, Salley & Associates 330.02%0.02%0.02%Q1 2023Q3 20233
NVWM, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
MinichMacGregor Wealth Management, LLC 210.01%0.02%0.03%Q2 2018Q4 20223
River Wealth Advisors LLC 330.02%0.02%0.02%Q2 2018Q4 20183
CARY STREET PARTNERS ASSET MANAGEMENT LLC 210.02%0.06%0.09%Q4 2022Q3 20233
ProVise Management Group, LLC 110.03%0.05%0.10%Q3 2018Q2 20203
Claraphi Advisory Network, LLC 330.12%0.17%0.22%Q3 2019Q1 20203
Crescent Sterling, Ltd. 330.23%0.25%0.26%Q1 2023Q3 20233
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q4 2021Q3 20233
RE Dickinson Investment Advisors, LLC 330.01%0.09%0.16%Q4 2021Q2 20223
GREAT VALLEY ADVISOR GROUP, INC. 330.01%0.01%0.02%Q3 2021Q1 20223
Neuberger Berman Group LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Cypress Wealth Services, LLC 330.10%0.16%0.28%Q3 2019Q1 20203
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
SAGE PRIVATE WEALTH GROUP, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Beacon Pointe Wealth Advisors, LLC 330.04%0.04%0.04%Q2 2019Q4 20193
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
CAPITAL ADVISORS INC/OK 330.01%0.01%0.01%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.06%0.19%Q3 2022Q3 20233
Jaffetilchin Investment Partners, LLC 210.02%0.05%0.07%Q3 2021Q2 20233
Yoder Wealth Management, Inc. 332.90%2.99%3.10%Q1 2023Q3 20233
Detalus Advisors, LLC 332.03%2.70%3.16%Q1 2023Q3 20233
Riggs Asset Managment Co. Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
WEALTHSOURCE PARTNERS, LLC 210.04%0.22%0.45%Q2 2019Q1 20213
Yarbrough Capital, LLC 330.12%0.14%0.17%Q1 2023Q3 20233
GPS Wealth Strategies Group, LLC 210.00%0.00%0.00%Q3 2022Q2 20233
MASTRAPASQUA ASSET MANAGEMENT INC 330.03%0.04%0.04%Q4 2022Q2 20233
Flagship Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
Ciovacco Capital Management LLC 330.15%1.12%1.63%Q4 2020Q2 20213
PFG Investments, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Continuum Advisory, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
PFG Advisors 330.05%0.10%0.13%Q1 2023Q3 20233
Balentine LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
MONTAG A & ASSOCIATES INC 330.00%0.00%0.00%Q1 2021Q3 20213
Interchange Capital Partners, LLC 210.21%0.36%0.46%Q4 2021Q3 20233
Fulcrum Equity Management 210.01%0.83%1.25%Q3 2019Q4 20203
First Allied Advisory Services, Inc. 210.00%0.01%0.01%Q2 2018Q3 20193
Vista Private Wealth Partners. LLC 210.16%0.67%1.69%Q3 2018Q2 20193
Sierra Capital LLC 330.00%0.00%0.00%Q2 2022Q4 20223
BREITER CAPITAL MANAGEMENT INC 210.92%1.00%1.06%Q2 2018Q1 20193
Plante Moran Financial Advisors, LLC 330.03%0.03%0.04%Q2 2020Q4 20203
Gladstone Institutional Advisory LLC 210.01%0.02%0.02%Q4 2021Q2 20233
Jackson Wealth Management, LLC 330.21%0.49%1.05%Q1 2023Q3 20233
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.70%0.74%0.80%Q4 2021Q2 20223
Mayfair Advisory Group, LLC 210.30%0.36%0.46%Q2 2022Q3 20233
WESPAC Advisors SoCal, LLC 330.00%0.00%0.01%Q3 2018Q1 20193
Private Ocean, LLC 210.01%0.02%0.02%Q4 2020Q3 20233
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Capital Square, LLC 220.33%0.38%0.43%Q4 2019Q1 20202
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q4 2019Q3 20232
Raleigh Capital Management Inc. 220.12%0.32%0.51%Q4 2021Q1 20222
Old North State Trust, LLC 220.10%0.12%0.14%Q3 2018Q4 20182
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NTB Financial Corp 220.17%0.18%0.19%Q4 2021Q1 20222
Simplicity Solutions, LLC 220.16%0.26%0.36%Q3 2020Q4 20202
CITIZENS FINANCIAL GROUP INC/RI 220.01%0.01%0.01%Q1 2020Q2 20202
Richard W. Paul & Associates, LLC 220.06%0.06%0.06%Q4 2022Q1 20232
Winslow, Evans & Crocker, Inc. 220.03%0.03%0.04%Q2 2018Q3 20182
TIG Advisors, LLC 220.08%0.12%0.16%Q4 2018Q1 20192
WealthBridge Capital Management, LLC 220.04%0.04%0.04%Q4 2018Q1 20192
Brightworth 110.12%0.13%0.14%Q3 2018Q1 20192
FIRST FOUNDATION ADVISORS 110.01%0.01%0.01%Q4 2020Q2 20212
Hudson Capital Management LLC 221.06%1.21%1.37%Q2 2023Q3 20232
Trexquant Investment LP 110.01%0.02%0.03%Q1 2020Q3 20232
Arete Wealth Advisors, LLC 221.48%1.58%1.68%Q4 2022Q1 20232
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
Danda Trouve Investment Management, Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
Eagle Capital Management, LLC 220.28%0.28%0.28%Q3 2019Q4 20192
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
Carroll Financial Associates, Inc. 110.00%0.00%0.01%Q4 2018Q3 20212
Allworth Financial LP 110.00%0.00%0.00%Q2 2018Q3 20212
Beacon Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Venturi Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Burt Wealth Advisors 220.00%0.00%0.00%Q3 2020Q4 20202
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q2 2023Q3 20232
GTS SECURITIES LLC 220.01%0.01%0.02%Q2 2023Q3 20232
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q4 2021Q1 20222
AVAII WEALTH MANAGEMENT, LLC 220.36%0.36%0.37%Q2 2023Q3 20232
Cerro Pacific Wealth Advisors LLC 220.17%0.18%0.18%Q2 2021Q3 20212
GODSEY & GIBB, INC 220.02%0.02%0.02%Q2 2023Q3 20232
REUTER JAMES WEALTH MANAGEMENT, LLC 220.19%0.31%0.43%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ameritas Investment Company, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
BECK CAPITAL MANAGEMENT, LLC 220.24%0.25%0.25%Q2 2023Q3 20232
McAdam, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Quantitative Advantage, LLC 222.97%3.14%3.31%Q4 2022Q1 20232
Waverly Advisors, LLC 220.16%0.16%0.16%Q2 2018Q3 20182
Manchester Capital Management LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Soltis Investment Advisors LLC 220.06%0.06%0.07%Q4 2019Q1 20202
SkyView Investment Advisors, LLC 220.25%0.26%0.27%Q3 2021Q4 20212
Perfromance Wealth Partners, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
PRING TURNER CAPITAL GROUP INC 220.23%0.26%0.30%Q2 2018Q3 20182
STRINGER ASSET MANAGEMENT, LLC 220.38%1.95%3.53%Q3 2021Q4 20212
Milestone Advisory Partners 220.98%0.98%0.99%Q2 2023Q3 20232
TRANSCEND CAPITAL ADVISORS, LLC 220.20%0.22%0.24%Q2 2023Q3 20232
Cassaday & Co Wealth Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
TWO SIGMA ADVISERS, LP 220.00%0.00%0.00%Q2 2022Q3 20222
Sonora Investment Management, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Portfolio Strategies, Inc. 220.02%0.02%0.02%Q2 2018Q3 20182
Golden State Wealth Management, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Kore Private Wealth LLC 220.08%0.10%0.11%Q2 2022Q3 20222
WOLFF WIESE MAGANA LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q3 2019Q4 20192
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.06%0.13%0.21%Q3 2021Q4 20212
TWO SIGMA INVESTMENTS, LP 220.00%0.00%0.00%Q2 2022Q3 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.06%0.07%0.08%Q4 2021Q1 20222
GPM Growth Investors, Inc. 220.58%0.59%0.59%Q4 2019Q1 20202
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
USAdvisors Wealth Management, LLC 220.36%0.37%0.37%Q3 2019Q4 20192
Hennion & Walsh Asset Management, Inc. 220.78%0.80%0.82%Q2 2023Q3 20232
Cable Hill Partners, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
PATRON PARTNERS, LLC 220.38%0.42%0.46%Q2 2023Q3 20232
55I, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
TrinityPoint Wealth, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q2 2018Q3 20182
tru Independence LLC 110.04%0.09%0.14%Q4 2019Q3 20202
Vigilant Capital Management, LLC 110.00%0.01%0.01%Q4 2019Q3 20222
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Trinity Legacy Partners, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q1 2023Q1 20231
Verition Fund Management LLC 110.01%0.01%0.01%Q3 2018Q3 20181
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q4 2018Q4 20181
Oakworth Capital, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
SEVEN MILE ADVISORY 110.24%0.24%0.24%Q2 2023Q2 20231
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Darwin Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Sonora Investment Management Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NewEdge Wealth, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
TCI Wealth Advisors, Inc. 110.03%0.03%0.03%Q1 2019Q1 20191
Callan Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
Van Hulzen Asset Management, LLC 110.48%0.48%0.48%Q3 2020Q3 20201
Leicht Financial Planning & Wealth Management, Inc. 110.15%0.15%0.15%Q4 2022Q4 20221
Santori & Peters, Inc. 110.22%0.22%0.22%Q2 2018Q2 20181
Ken Stern & Associates, Inc. 110.38%0.38%0.38%Q3 2018Q3 20181
Stack Financial Management, Inc 110.02%0.02%0.02%Q4 2021Q4 20211
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Lionsbridge Wealth Management LLC 110.06%0.06%0.06%Q4 2019Q4 20191
PCG Wealth Advisors, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
Parcion Private Wealth LLC 110.56%0.56%0.56%Q1 2020Q1 20201
OLD MISSION CAPITAL LLC 110.28%0.28%0.28%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
PARK AVENUE SECURITIES LLC 110.04%0.04%0.04%Q3 2023Q3 20231
MACRO Consulting Group 110.14%0.14%0.14%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Chevy Chase Trust Holdings, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BAROMETER CAPITAL MANAGEMENT INC. 110.18%0.18%0.18%Q4 2020Q4 20201
Chicago Wealth Management, Inc. 115.69%5.69%5.69%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.02%0.02%0.02%Q4 2022Q4 20221
Veritable, L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
THRIVENT FINANCIAL FOR LUTHERANS 110.01%0.01%0.01%Q4 2019Q4 20191
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q1 2019Q1 20191
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Pathway Financial Advisors LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Beirne Wealth Consulting Services, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Banque Cantonale Vaudoise 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Gravity Companies, Inc. 110.17%0.17%0.17%Q4 2018Q4 20181
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ROOSEVELT INVESTMENT GROUP LLC 110.03%0.03%0.03%Q3 2022Q3 20221
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2023Q3 20231
Gould Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Epic Trust Investment Advisors, LLC 111.56%1.56%1.56%Q2 2022Q2 20221
LGT Financial Advisors LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Arcus Capital Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Retirement Planning Group, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Legacy Private Trust Co. 110.20%0.20%0.20%Q3 2023Q3 20231
SG Americas Securities, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
COMMERCE BANK 110.00%0.00%0.00%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Strategic Investment Advisors / MI 110.72%0.72%0.72%Q3 2020Q3 20201
Lighthouse Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
Clean Yield Group 110.00%0.00%0.00%Q4 2020Q4 20201
Apollon Wealth Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Purus Wealth Management, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
WJ Wealth Management, LLC 111.09%1.09%1.09%Q1 2023Q1 20231
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
MCIA Inc 117.19%7.19%7.19%Q3 2018Q3 20181
MRA Associates USA LLC 110.14%0.14%0.14%Q3 2019Q3 20191
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Larson Financial Group LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
JOYN Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
NorthCrest Asset Manangement, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ASB Consultores, LLC 110.27%0.27%0.27%Q2 2023Q2 20231
MATHER GROUP, LLC. 110.00%0.00%0.00%Q4 2021Q4 20211
Ruggie Capital Group 110.01%0.01%0.01%Q3 2018Q3 20181
Legacy Financial Strategies, LLC 110.69%0.69%0.69%Q2 2018Q2 20181
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
V Wealth Advisors LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
XR Securities LLC 110.07%0.07%0.07%Q2 2019Q2 20191
Weatherstone Capital Management 110.65%0.65%0.65%Q4 2018Q4 20181
NorthRock Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Virtu Financial LLC 110.02%0.02%0.02%Q2 2018Q2 20181
SPX Gestao de Recursos Ltda 110.44%0.44%0.44%Q2 2023Q2 20231
BlackRock Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CERTUITY, LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Sound Financial Strategies Group, LLC 111.36%1.36%1.36%Q4 2019Q4 20191
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Wealthcare Advisory Partners LLC 110.01%0.01%0.01%Q1 2021Q1 20211
LOGAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
FSC Wealth Advisors, LLC 112.52%2.52%2.52%Q2 2023Q2 20231
External links

This page lists all the filers that currently own INVESCO EXCHANGE TRADED FD T or have owned INVESCO EXCHANGE TRADED FD T in the past.