INVESCO EXCH TRADED FD TR II shareholder history

Current and past INVESCO EXCH TRADED FD TR II shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Sargent Bickham Lagudis LLC 28280.00%0.23%1.00%Q1 2016Q4 202228
Citadel Advisors 510.00%0.00%0.00%Q2 2018Q3 202326
Sutton Wealth Advisors Inc. 24240.00%0.00%0.00%Q4 2016Q3 202224
EisnerAmper Wealth Management Corporate Benefits, LLC 23230.58%2.44%3.28%Q2 2018Q4 202323
OPTIMUM INVESTMENT ADVISORS 23230.01%0.02%0.02%Q2 2018Q4 202323
FIFTH THIRD BANCORP 22220.01%0.10%0.21%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.01%0.03%0.07%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
Betterment LLC 22220.01%0.02%0.04%Q2 2018Q3 202322
StrategIQ Financial Group, LLC 22220.66%1.08%1.86%Q2 2018Q3 202322
SigFig Wealth Management, LLC 22220.11%2.41%3.62%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.01%0.09%0.21%Q2 2018Q3 202322
JPMORGAN CHASE & CO 22220.00%0.00%0.00%Q2 2018Q3 202322
FIRST TRUST ADVISORS LP 22220.00%0.00%0.01%Q2 2018Q3 202322
Private Ocean, LLC 22221.90%6.29%9.22%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.06%0.11%0.24%Q2 2018Q3 202322
Dynamic Advisor Solutions LLC 22220.01%0.05%0.12%Q2 2018Q3 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 22220.00%0.01%0.05%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.00%0.04%0.16%Q2 2018Q3 202322
Steward Partners Investment Advisory, LLC 22220.01%0.07%0.15%Q2 2018Q3 202322
Invesco Ltd. 22220.00%0.02%0.03%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.00%0.01%Q2 2018Q3 202322
SeaCrest Wealth Management, LLC 22220.06%0.12%0.28%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.01%Q2 2018Q3 202322
DUNCKER STREETT & CO INC 22220.07%0.34%0.57%Q2 2018Q3 202322
UBS Group AG 22220.02%0.04%0.08%Q2 2018Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 22220.00%0.01%0.02%Q2 2018Q3 202322
Front Row Advisors LLC 22220.01%0.02%0.03%Q2 2018Q3 202322
Sage Advisory Services, Ltd.Co. 22220.11%0.21%0.53%Q2 2018Q3 202322
Towercrest Capital Management 22220.82%2.37%3.45%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.00%0.03%0.08%Q2 2018Q3 202322
CITIGROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
HUNTINGTON NATIONAL BANK 22220.00%0.00%0.00%Q2 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 22220.00%0.00%0.00%Q2 2018Q3 202322
IFP Advisors, Inc 1710.01%0.06%0.18%Q1 2016Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.00%0.00%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.01%0.05%0.11%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.01%0.01%Q2 2018Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 22220.00%0.02%0.06%Q2 2018Q3 202322
Sound Income Strategies, LLC 22220.01%4.81%8.02%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.00%0.01%Q2 2018Q3 202322
Trilogy Capital Inc. 22220.39%0.72%1.08%Q2 2018Q3 202322
LPL Financial LLC 22220.01%0.02%0.04%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.01%0.03%Q2 2018Q3 202322
FOSTER & MOTLEY INC 21210.02%0.48%0.98%Q3 2018Q3 202321
Global Retirement Partners, LLC 1470.00%0.01%0.10%Q2 2018Q3 202321
AE Wealth Management LLC 2010.00%0.01%0.05%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.04%Q3 2018Q3 202321
Versant Capital Management, Inc 21210.02%1.07%3.58%Q4 2018Q4 202321
Alliance Wealth Management Group 21211.35%3.00%3.97%Q2 2018Q2 202321
MISSION WEALTH MANAGEMENT, LP 1740.01%0.07%0.18%Q2 2018Q3 202321
CLEAR INVESTMENT RESEARCH, LLC 21210.00%0.01%0.05%Q3 2018Q3 202321
CWM, LLC 1380.00%0.00%0.01%Q2 2018Q3 202321
ROCKLAND TRUST CO 21210.01%0.11%0.21%Q3 2018Q3 202321
Private Advisor Group, LLC 1920.00%0.03%0.06%Q2 2018Q3 202321
Rockefeller Capital Management L.P. 20200.00%0.03%0.15%Q4 2018Q3 202320
AdvisorNet Financial, Inc 1730.00%0.11%0.19%Q2 2018Q3 202320
BLAIR WILLIAM & CO/IL 20200.00%0.00%0.00%Q4 2018Q3 202320
Omega Financial Group, LLC 20200.87%1.59%2.41%Q4 2018Q3 202320
Kepos Capital LP 1620.00%0.12%0.43%Q2 2018Q3 202320
Wealthfront Advisers LLC 20200.03%0.04%0.06%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 19190.00%0.00%0.02%Q4 2018Q2 202319
ARGI Investment Services, LLC 19190.89%1.40%1.70%Q2 2018Q4 202219
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1210.00%0.00%0.01%Q2 2018Q3 202319
Horan Securities, Inc. 760.00%0.02%0.11%Q2 2018Q2 202319
BlackRock Inc. 19190.00%0.00%0.01%Q2 2018Q4 202219
Probity Advisors, Inc. 920.59%1.35%2.24%Q3 2018Q3 202319
Perigon Wealth Management, LLC 1110.05%0.11%0.19%Q3 2011Q3 202319
FMR LLC 1720.00%0.00%0.00%Q4 2018Q3 202319
TSFG, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
Creative Planning 1810.00%0.00%0.00%Q2 2018Q3 202319
Sowell Financial Services LLC 1120.03%0.28%2.78%Q4 2018Q3 202318
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.01%Q2 2018Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 18180.01%0.11%0.24%Q2 2019Q3 202318
Allworth Financial LP 1610.00%0.00%0.00%Q3 2018Q3 202318
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 18180.01%0.22%0.84%Q2 2018Q3 202218
Renaissance Technologies 730.00%0.00%0.01%Q2 2018Q2 202318
Sigma Planning Corp 1620.01%0.04%0.25%Q2 2018Q3 202318
American Portfolios Advisors 18180.01%0.08%0.22%Q2 2018Q3 202218
Anchor Investment Management, LLC 1170.00%0.00%0.00%Q1 2016Q4 202018
Financial Enhancement Group LLC 18180.00%0.46%1.71%Q2 2018Q3 202218
BCWM, LLC 1250.06%0.09%0.16%Q1 2019Q3 202317
Cordasco Financial Network 17170.00%0.00%0.00%Q2 2018Q2 202217
Friedenthal Financial 1610.14%0.29%0.59%Q2 2018Q3 202317
Capital Advisory Group Advisory Services, LLC 17170.07%0.16%0.29%Q2 2018Q2 202217
WEBSTER BANK, N. A. 1070.00%0.00%0.01%Q3 2018Q2 202317
Cetera Advisor Networks LLC 1160.00%0.01%0.02%Q2 2018Q3 202317
IHT Wealth Management, LLC 840.01%0.08%0.36%Q2 2018Q3 202317
Sepio Capital, LP 17170.02%0.11%0.28%Q3 2019Q3 202317
CENTAURUS FINANCIAL, INC. 17170.01%0.21%0.50%Q2 2018Q2 202217
HighTower Advisors, LLC 1610.00%0.00%0.01%Q2 2018Q2 202317
JANE STREET GROUP, LLC 610.00%0.02%0.09%Q2 2018Q3 202317
STEPHENS INC /AR/ 1610.00%0.09%0.15%Q2 2018Q1 202317
McAdam, LLC 1510.02%0.15%0.65%Q2 2018Q4 202216
Krilogy Financial LLC 16160.03%0.51%1.31%Q2 2018Q1 202216
Brinker Capital Investments, LLC 16160.02%0.34%0.89%Q2 2018Q1 202216
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.02%0.07%Q3 2018Q2 202216
Cetera Advisors LLC 970.01%0.01%0.01%Q3 2018Q3 202216
Pinnacle Wealth Planning Services, Inc. 16160.05%0.25%0.57%Q1 2018Q4 202116
Capital Investment Advisory Services, LLC 930.00%0.00%0.01%Q4 2018Q3 202316
Slow Capital, Inc. 15150.04%0.38%0.92%Q2 2018Q4 202115
HOWARD WEALTH MANAGEMENT, LLC 1050.18%0.81%1.52%Q4 2019Q3 202315
Geneos Wealth Management Inc. 15150.00%0.00%0.00%Q2 2018Q4 202115
Rosenberg Matthew Hamilton 15150.08%0.35%0.73%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.28%1.20%Q1 2020Q3 202315
TFG Advisers LLC 15150.17%0.79%1.09%Q4 2018Q2 202215
Financial Gravity Asset Management, Inc. 1020.00%0.73%2.53%Q2 2018Q3 202315
MUFG Americas Holdings Corp 15150.00%0.00%0.00%Q2 2018Q4 202115
Blue Fin Capital, Inc. 15150.10%0.20%0.32%Q4 2018Q2 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
Snowden Capital Advisors LLC 1320.02%0.06%0.11%Q2 2018Q1 202215
UNITED CAPITAL FINANCIAL ADVISORS, LLC 15150.00%0.01%0.03%Q2 2018Q4 202115
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1050.01%0.03%0.05%Q3 2018Q2 202215
Carroll Financial Associates, Inc. 15150.00%0.08%0.22%Q2 2018Q4 202115
Belpointe Asset Management LLC 1020.00%0.06%0.45%Q3 2018Q1 202314
Ahrens Investment Partners LLC 710.01%0.11%0.17%Q2 2018Q1 202314
Legacy Private Trust Co. 860.05%0.53%1.37%Q2 2018Q1 202214
Joseph P. Lucia & Associates, LLC 14140.13%0.56%1.09%Q1 2019Q2 202214
Westside Investment Management, Inc. 1110.00%0.00%0.00%Q2 2019Q3 202314
WFA of San Diego, LLC 14140.01%0.23%0.35%Q2 2020Q3 202314
FINANCIAL LIFE ADVISORS 1310.20%0.36%0.73%Q4 2018Q1 202314
CONDOR CAPITAL MANAGEMENT 14140.42%0.52%0.61%Q4 2018Q1 202214
Cardan Capital Partners, LLC 14140.06%0.24%0.33%Q2 2018Q3 202114
Mirae Asset Global Investments Co., Ltd. 14140.00%0.01%0.02%Q4 2018Q1 202214
Jacobi Capital Management LLC 14140.00%0.01%0.04%Q2 2018Q3 202114
Tower Research Capital LLC (TRC) 920.00%0.00%0.00%Q1 2019Q3 202314
Financial Advocates Investment Management 1220.02%0.04%0.06%Q2 2018Q1 202314
PFS INVESTMENTS INC. 810.07%0.11%0.16%Q2 2018Q2 202314
QUADRANT CAPITAL GROUP LLC 1310.00%0.03%0.09%Q1 2020Q3 202314
55I, LLC 14140.04%0.39%0.97%Q4 2018Q1 202214
Crabel Capital Management, LLC 320.09%0.42%1.18%Q2 2018Q2 202314
PACIFIC CAPITAL WEALTH ADVISORS, INC 14140.09%1.89%3.93%Q4 2019Q1 202314
OneDigital Investment Advisors LLC 1030.00%0.02%0.03%Q2 2018Q3 202313
Advisory Services Network, LLC 810.00%0.00%0.01%Q2 2018Q1 202313
Bank of New York Mellon Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
Parallel Advisors, LLC 720.00%0.00%0.01%Q2 2018Q1 202313
Gradient Investments LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1110.00%0.00%0.04%Q2 2018Q3 202212
CAPTRUST FINANCIAL ADVISORS 710.00%0.00%0.00%Q4 2018Q1 202312
Proquility Private Wealth Partners, LLC 12120.08%0.10%0.15%Q4 2020Q3 202312
FAS Wealth Partners, Inc. 12120.00%0.01%0.03%Q4 2019Q3 202212
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.03%Q4 2020Q3 202312
ENTERPRISE FINANCIAL SERVICES CORP 12120.03%0.94%1.59%Q1 2019Q4 202112
REILLY FINANCIAL ADVISORS, LLC 1020.00%0.00%0.01%Q2 2018Q4 202112
Legacy Wealth Asset Management, LLC 12120.23%0.29%0.34%Q4 2020Q3 202312
FIFTH THIRD SECURITIES, INC. 12120.23%0.74%1.21%Q2 2018Q1 202112
NEXT Financial Group, Inc 660.01%0.03%0.07%Q4 2018Q4 202112
Aptus Capital Advisors, LLC 530.00%0.00%0.01%Q4 2019Q3 202312
FLOW TRADERS U.S. LLC 410.02%0.60%2.71%Q2 2018Q3 202312
Wagner Wealth Management, LLC 1020.00%0.08%0.45%Q2 2018Q1 202312
Annex Advisory Services, LLC 12120.04%0.16%0.33%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.01%0.07%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.01%0.16%1.06%Q4 2020Q3 202312
EDMOND DE ROTHSCHILD HOLDING S.A. 12120.00%0.01%0.01%Q1 2019Q4 202112
Red Wave Investments LLC 12120.57%1.14%1.92%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.06%0.11%0.32%Q4 2020Q3 202312
BANK OF MONTREAL /CAN/ 410.00%0.00%0.00%Q4 2018Q3 202312
Pinnacle Advisory Group, Inc. 12120.07%0.10%0.12%Q2 2018Q1 202112
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 810.04%0.08%0.15%Q3 2018Q2 202312
Larson Financial Group LLC 1110.00%0.00%0.00%Q4 2018Q2 202212
TRUSTCORE FINANCIAL SERVICES, LLC 11110.00%0.02%0.06%Q2 2018Q4 202011
Founders Financial Alliance, LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
KAYS FINANCIAL ADVISORY CORP /ADV 11112.52%2.83%3.43%Q1 2018Q3 202011
Windsor Capital Management, LLC 11110.09%0.64%1.69%Q2 2018Q4 202011
SECURITY NATIONAL TRUST CO 11110.00%0.00%0.01%Q2 2018Q4 202011
Stratos Wealth Partners, LTD. 1010.01%0.04%0.16%Q3 2018Q1 202211
Global Wealth Management Investment Advisory, Inc. 1010.00%0.00%0.00%Q4 2018Q4 202111
SIGNATUREFD, LLC 810.00%0.00%0.01%Q3 2018Q2 202211
Windham Capital Management, LLC 11110.16%0.82%1.66%Q1 2021Q3 202311
Concord Wealth Partners 740.00%0.00%0.00%Q4 2020Q3 202311
HoyleCohen, LLC 11110.02%0.37%0.76%Q3 2020Q1 202311
Capital Asset Advisory Services LLC 11110.00%0.01%0.06%Q4 2019Q2 202211
Mutual Advisors, LLC 710.01%0.04%0.07%Q2 2018Q2 202310
DAVENPORT & Co LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
FDx Advisors, Inc. 10100.02%0.03%0.05%Q2 2018Q3 202010
VALLEY NATIONAL ADVISERS INC 10100.00%0.00%0.01%Q2 2021Q3 202310
CreativeOne Wealth, LLC 910.01%1.19%2.50%Q2 2018Q2 202110
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 730.26%1.15%4.54%Q3 2018Q1 202210
Man Group plc 640.00%0.02%0.03%Q1 2019Q4 202110
WASHINGTON TRUST Co 10100.00%0.00%0.00%Q2 2021Q3 202310
NATIXIS 510.00%0.04%0.08%Q1 2019Q3 202310
Ausdal Financial Partners, Inc. 520.03%0.12%0.30%Q2 2018Q3 202310
LifePlan Financial Group, Inc 10100.02%0.07%0.21%Q2 2018Q3 202010
Crestone Asset Management LLC 10100.24%0.64%0.94%Q2 2018Q3 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
MA Private Wealth 640.39%0.98%2.35%Q4 2018Q2 202110
MASSMUTUAL TRUST CO FSB/ADV 710.00%0.00%0.00%Q3 2018Q4 20239
JNBA Financial Advisors 990.00%0.00%0.00%Q3 2019Q3 20219
Fiera Capital Corp 990.02%0.02%0.03%Q2 2018Q2 20209
TL Private Wealth 992.84%4.12%4.41%Q4 2019Q4 20219
Avior Wealth Management, LLC 720.00%0.00%0.00%Q4 2018Q4 20219
LAKE STREET PRIVATE WEALTH, LLC 540.06%0.21%0.35%Q1 2019Q4 20219
Evolution Wealth Advisors, LLC 990.01%0.03%0.06%Q4 2019Q4 20219
Tidal Investments LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Veery Capital, LLC 990.16%0.23%0.28%Q4 2020Q4 20229
Wealthcare Advisory Partners LLC 810.00%0.00%0.00%Q2 2018Q1 20219
Archer Investment Corp 990.00%0.00%0.00%Q3 2021Q3 20239
Brand Asset Management Group, Inc. 990.00%0.00%0.00%Q1 2019Q1 20219
Stonebridge Capital Advisors LLC 510.00%0.00%0.01%Q2 2019Q1 20239
Acorn Wealth Advisors, LLC 880.21%0.28%0.34%Q2 2020Q1 20228
Tradition Wealth Management, LLC 880.00%0.18%0.50%Q4 2020Q3 20228
Berkeley Capital Partners, LLC 710.12%1.37%1.88%Q4 2018Q4 20208
Sunbelt Securities, Inc. 880.01%0.04%0.06%Q4 2021Q3 20238
City State Bank 880.07%0.11%0.15%Q4 2021Q3 20238
AlphaStar Capital Management, LLC 410.08%0.10%0.15%Q2 2018Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.03%Q4 2021Q3 20238
Rise Advisors, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.00%0.03%0.03%Q4 2021Q3 20238
D. E. Shaw & Co., Inc. 880.00%0.00%0.03%Q2 2018Q1 20208
RFG Advisory, LLC 880.02%0.02%0.05%Q4 2021Q3 20238
Objective Capital Management, LLC 880.24%0.35%0.45%Q4 2021Q3 20238
Prospera Financial Services Inc 510.00%0.07%0.30%Q1 2019Q2 20228
WEALTHSOURCE PARTNERS, LLC 420.01%0.17%0.38%Q2 2018Q2 20238
Foundations Investment Advisors, LLC 880.01%0.02%0.06%Q3 2020Q2 20228
Marquette Asset Management, LLC 880.25%0.28%0.30%Q2 2018Q1 20208
OLD MISSION CAPITAL LLC 420.02%0.12%0.35%Q3 2018Q4 20218
FSC Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Brookstone Capital Management 510.01%0.09%0.39%Q3 2018Q4 20228
PSI Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Stellar Capital Management, LLC 882.77%2.99%3.50%Q3 2018Q2 20208
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Realta Investment Advisors 420.00%0.01%0.03%Q1 2019Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.02%0.03%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.03%0.06%0.08%Q4 2021Q3 20238
Bison Wealth, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
Diligent Investors, LLC 710.10%0.88%1.59%Q2 2018Q2 20208
Orion Portfolio Solutions, LLC 530.01%0.02%0.06%Q4 2019Q4 20218
Cornerstone Wealth Management, LLC 880.04%0.07%0.09%Q4 2019Q3 20218
Endowment Wealth Management, Inc. 880.22%0.33%0.44%Q4 2021Q3 20238
M&T BANK CORP 610.00%0.00%0.00%Q2 2018Q1 20207
MANCHESTER FINANCIAL INC 610.00%0.00%0.00%Q2 2019Q1 20217
NewSquare Capital LLC 610.00%0.00%0.00%Q2 2018Q3 20207
IndexIQ Advisors LLC 770.00%0.09%0.22%Q2 2018Q4 20197
MONEYWISE, INC. 520.29%0.32%0.36%Q2 2018Q1 20207
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.00%Q3 2018Q1 20207
Csenge Advisory Group 520.02%0.12%0.70%Q2 2018Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.01%Q4 2020Q4 20227
Wambolt & Associates, LLC 610.08%0.17%0.40%Q4 2018Q1 20227
LIBERTY WEALTH MANAGEMENT LLC 770.02%0.02%0.03%Q4 2018Q2 20207
Tyler-Stone Wealth Management 520.00%0.00%0.01%Q4 2021Q3 20237
Old Port Advisors 610.10%0.19%0.24%Q4 2018Q3 20207
CONCENTRIC WEALTH MANAGEMENT, LLC 770.12%0.24%0.48%Q4 2019Q2 20217
Frontier Wealth Management LLC 770.02%0.02%0.04%Q2 2020Q4 20217
TOMPKINS FINANCIAL CORP 520.00%0.00%0.00%Q2 2018Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.01%0.01%Q4 2020Q2 20227
Winslow, Evans & Crocker, Inc. 520.01%0.01%0.01%Q1 2019Q4 20207
IFG Advisory, LLC 520.03%0.04%0.06%Q2 2018Q1 20217
BlueSky Wealth Advisors, LLC 773.27%3.39%3.52%Q2 2018Q4 20197
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Advisors Preferred, LLC 610.38%1.64%3.27%Q4 2018Q2 20237
Advisor Group, Inc. 770.01%0.03%0.06%Q2 2018Q4 20197
Equitable Holdings, Inc. 770.01%0.03%0.08%Q4 2019Q2 20217
Savior LLC 770.00%0.01%0.05%Q4 2019Q2 20217
Freedom Investment Management, Inc. 510.02%0.06%0.11%Q1 2021Q2 20237
DELTA ASSET MANAGEMENT LLC/TN 430.00%0.00%0.00%Q2 2018Q3 20237
BARCLAYS PLC 510.00%0.00%0.01%Q3 2018Q2 20237
Integrated Wealth Concepts LLC 520.01%0.01%0.01%Q3 2021Q3 20237
PRUDENTIAL FINANCIAL INC 770.00%0.00%0.00%Q2 2019Q4 20207
NewEdge Advisors, LLC 420.00%0.02%0.04%Q2 2021Q3 20236
AVANTAX ADVISORY SERVICES, INC. 660.01%0.01%0.02%Q4 2019Q1 20216
Wakefield Asset Management LLLP 660.11%0.21%0.24%Q3 2018Q4 20196
Apollon Wealth Management, LLC 660.09%0.83%1.25%Q1 2019Q2 20206
WHITTIER TRUST CO 660.00%0.00%0.00%Q2 2018Q3 20196
Strategic Wealth Partners, Ltd. 660.00%0.08%0.16%Q2 2018Q3 20196
6 Meridian 420.48%0.73%1.00%Q2 2018Q4 20196
EPG Wealth Management LLC 510.01%0.01%0.01%Q1 2022Q3 20236
RIVERSEDGE ADVISORS, LLC 410.09%0.12%0.14%Q2 2020Q2 20226
Virtue Capital Management, LLC 310.03%0.08%0.11%Q1 2019Q4 20216
KESTRA PRIVATE WEALTH SERVICES, LLC 660.01%0.02%0.04%Q3 2020Q4 20216
Quad-Cities Investment Group, LLC 660.00%0.00%0.01%Q2 2018Q3 20196
OPPENHEIMER ASSET MANAGEMENT INC. 660.00%0.00%0.00%Q4 2018Q1 20206
Qube Research & Technologies Ltd 210.00%0.09%0.32%Q1 2020Q4 20226
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.01%0.01%0.02%Q2 2018Q3 20196
BB&T SECURITIES, LLC 660.01%0.02%0.04%Q2 2018Q3 20196
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Baystate Wealth Management LLC 310.00%0.00%0.00%Q1 2019Q3 20236
Lido Advisors, LLC 310.00%0.00%0.01%Q4 2019Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.02%0.02%0.02%Q3 2018Q4 20196
Berger Financial Group, Inc 660.05%0.08%0.10%Q4 2020Q1 20226
COMMERCE BANK 660.00%0.00%0.00%Q4 2020Q1 20226
Royal Fund Management, LLC 310.00%0.55%1.39%Q2 2018Q1 20236
BerganKDV Wealth Management, LLC 660.00%0.00%0.01%Q4 2018Q1 20206
Tradewinds Capital Management, LLC 420.00%0.00%0.00%Q1 2021Q4 20226
Allianz Asset Management GmbH 660.01%0.03%0.07%Q2 2018Q3 20196
EverSource Wealth Advisors, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Atria Wealth Solutions, Inc. 510.00%0.03%0.08%Q1 2022Q3 20236
BNP PARIBAS FINANCIAL MARKETS 410.00%0.01%0.03%Q1 2022Q3 20236
RAYMOND JAMES TRUST N.A. 210.01%0.01%0.02%Q2 2018Q3 20205
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q4 2018Q4 20195
Advisory Services & Investments, LLC 550.22%1.58%2.09%Q1 2021Q1 20225
GUARDIAN WEALTH ADVISORS, LLC / NC 550.01%0.01%0.01%Q3 2022Q3 20235
Laurel Wealth Planning LLC 550.02%0.21%0.60%Q4 2020Q4 20215
Archford Capital Strategies, LLC 550.02%0.10%0.25%Q2 2018Q2 20195
Vontobel Holding Ltd. 550.04%0.05%0.08%Q3 2022Q3 20235
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 5510.78%32.66%44.04%Q1 2019Q1 20205
Rockbridge Investment Management, LCC 550.00%0.00%0.00%Q4 2020Q4 20215
OPPENHEIMER & CO INC 320.01%0.02%0.03%Q2 2018Q3 20215
Zullo Investment Group, Inc. 550.01%0.02%0.03%Q4 2021Q4 20225
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q3 2018Q3 20235
Three Bridge Wealth Advisors, LLC 550.09%0.10%0.13%Q3 2022Q3 20235
Wealth Advisors of Iowa, LLC 551.57%1.89%2.12%Q3 2020Q3 20215
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q4 2018Q1 20215
RDA Financial Network 550.12%0.14%0.18%Q1 2019Q1 20205
AVIVA PLC 550.04%0.07%0.09%Q1 2019Q1 20205
SEI INVESTMENTS CO 410.00%0.02%0.05%Q2 2018Q1 20205
OTA Financial Group L.P. 550.60%1.02%1.86%Q3 2019Q3 20205
WOLFF WIESE MAGANA LLC 550.01%0.02%0.04%Q4 2020Q4 20215
Barber Financial Group, Inc. 310.04%0.40%0.71%Q3 2019Q1 20235
American Trust 550.02%0.03%0.05%Q2 2022Q2 20235
Strategic Advisors LLC 550.27%0.30%0.32%Q4 2018Q4 20195
Janney Montgomery Scott LLC 210.00%0.01%0.03%Q2 2018Q1 20215
Regent Peak Wealth Advisors LLC 320.07%0.10%0.14%Q4 2019Q1 20215
Atria Investments, Inc 210.01%0.02%0.03%Q2 2018Q3 20215
ARBOR CAPITAL MANAGEMENT INC /ADV 550.84%0.91%1.05%Q3 2022Q3 20235
Octavia Wealth Advisors, LLC 550.05%0.10%0.17%Q4 2020Q4 20215
ISLAY CAPITAL MANAGEMENT, LLC 550.02%0.14%0.35%Q4 2019Q4 20205
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Valeo Financial Advisors, LLC 210.00%0.02%0.04%Q2 2018Q1 20215
Spire Wealth Management 550.00%0.01%0.04%Q1 2021Q1 20225
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
Parkside Financial Bank & Trust 410.00%0.05%0.07%Q2 2018Q3 20235
Balentine LLC 550.00%0.00%0.00%Q3 2021Q3 20225
RHS Financial, LLC 310.16%0.32%0.64%Q4 2020Q3 20225
Advisory Alpha, LLC 310.00%0.03%0.05%Q1 2019Q3 20205
Sugarloaf Wealth Management, LLC 550.00%0.00%0.01%Q4 2019Q4 20205
SevenBridge Financial Group, LLC 550.01%0.01%0.01%Q2 2018Q2 20195
Arkadios Wealth Advisors 320.00%0.02%0.08%Q4 2019Q3 20215
Ancora Advisors LLC 410.00%0.00%0.00%Q3 2018Q3 20225
Laidlaw Wealth Management LLC 550.05%0.14%0.23%Q4 2019Q4 20205
ALTFEST L J & CO INC 550.17%0.19%0.21%Q4 2018Q4 20195
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 310.01%0.06%0.17%Q4 2018Q4 20225
EVERGREEN CAPITAL MANAGEMENT LLC 440.06%0.21%0.28%Q3 2022Q2 20234
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
Sterling Financial Planning, Inc. 440.00%0.01%0.01%Q4 2020Q3 20214
KWMG, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
SHINE INVESTMENT ADVISORY SERVICES INC 440.02%0.02%0.02%Q3 2019Q2 20204
Focused Wealth Management, Inc 440.00%0.00%0.00%Q2 2018Q1 20194
TELEMUS CAPITAL, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
HRT FINANCIAL LP 310.00%0.02%0.05%Q4 2018Q1 20234
MTM Investment Management, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
EVERMAY WEALTH MANAGEMENT LLC 440.00%0.01%0.06%Q4 2021Q3 20224
DIXON HUBARD FEINOUR & BROWN INC/VA 440.37%0.65%0.91%Q2 2021Q1 20224
MONECO Advisors, LLC 440.08%0.17%0.24%Q1 2021Q4 20214
Wilson & Boucher Capital Management, LLC 440.23%0.29%0.36%Q4 2021Q3 20224
TCI Wealth Advisors, Inc. 210.00%0.01%0.04%Q2 2018Q3 20194
Mosaic Family Wealth, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q1 2019Q3 20234
Great Waters Wealth Management 440.13%0.16%0.18%Q4 2022Q3 20234
Live Your Vision, LLC 440.28%0.47%0.66%Q2 2018Q1 20194
EVOKE WEALTH, LLC 310.00%0.00%0.00%Q3 2019Q4 20204
Beirne Wealth Consulting Services, LLC 440.23%0.25%0.27%Q4 2018Q3 20194
First Horizon Advisors, Inc. 210.00%0.00%0.00%Q2 2018Q4 20194
VALENTINE VENTURES LLC 442.22%2.46%2.61%Q4 2018Q3 20194
Parisi Gray Wealth Management 440.00%0.00%0.00%Q2 2018Q1 20194
tru Independence LLC 210.05%0.05%0.06%Q4 2019Q4 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BREITER CAPITAL MANAGEMENT INC 440.26%0.44%0.81%Q1 2019Q4 20194
Sound Stewardship, LLC 440.41%0.44%0.49%Q4 2022Q3 20234
Atlas Brown,Inc. 440.14%0.15%0.15%Q1 2019Q4 20194
Koshinski Asset Management, Inc. 310.00%0.02%0.08%Q1 2021Q1 20224
Barden Capital Management, Inc. 441.07%1.15%1.22%Q4 2021Q3 20224
Harvest Investment Services, LLC 440.15%0.19%0.27%Q2 2019Q1 20204
Wealth Advisory Solutions, LLC 440.49%0.97%1.40%Q4 2019Q3 20204
V Wealth Advisors LLC 440.64%0.66%0.69%Q1 2019Q4 20194
BDO Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
High Net Worth Advisory Group LLC 440.01%0.01%0.01%Q4 2021Q3 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Sharper & Granite LLC 440.82%0.85%0.86%Q4 2022Q3 20234
NORTHWEST WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
NORTHERN TRUST CORP 440.00%0.00%0.00%Q4 2021Q3 20224
Aletheian Wealth Advisors LLC 440.22%0.31%0.38%Q1 2022Q4 20224
WRAPMANAGER INC 310.10%0.17%0.27%Q2 2018Q3 20194
Cambria Investment Management, L.P. 441.06%1.34%1.94%Q1 2019Q4 20194
Coppell Advisory Solutions LLC 210.00%0.69%1.07%Q4 2020Q3 20234
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2018Q4 20214
Selective Wealth Management, Inc. 310.04%0.12%0.17%Q3 2018Q3 20224
CAPITAL WEALTH MANAGEMENT, LLC 330.28%0.33%0.40%Q2 2018Q4 20183
Blackhawk Capital Partners LLC. 330.30%0.78%1.49%Q4 2018Q2 20193
Peak Capital Management LLC 330.42%0.61%0.73%Q2 2018Q4 20183
Running Point Capital Advisors, LLC 210.02%0.08%0.18%Q4 2021Q3 20223
Fort Point Capital Partners LLC 330.09%0.10%0.13%Q4 2021Q2 20223
Worth Asset Management, LLC 330.00%0.26%0.52%Q4 2022Q2 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Procyon Advisors, LLC 330.00%0.01%0.02%Q4 2019Q2 20203
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Jaffetilchin Investment Partners, LLC 330.05%0.05%0.05%Q2 2019Q4 20193
BALLAST ADVISORS LLC 210.02%0.05%0.07%Q4 2019Q3 20203
HM PAYSON & CO 210.00%0.00%0.00%Q4 2019Q3 20233
Lake Point Wealth Management 330.00%0.00%0.00%Q4 2018Q2 20193
Clear Creek Financial Management, LLC 210.03%0.04%0.04%Q4 2020Q3 20213
Global Endowment Management, LP 330.05%0.05%0.05%Q3 2019Q1 20203
BESSEMER GROUP INC 330.00%0.00%0.00%Q3 2018Q1 20193
BEACON INVESTMENT ADVISORY SERVICES, INC. 330.05%0.06%0.07%Q2 2018Q4 20183
Mach-1 Financial Group, LLC 210.00%0.00%0.01%Q2 2022Q1 20233
Capstone Triton Financial Group, LLC 330.13%0.15%0.17%Q4 2020Q2 20213
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q2 2018Q4 20183
Enterprise Trust & Investment Co 330.00%0.00%0.00%Q2 2019Q4 20193
Clearstead Advisors, LLC 210.00%0.00%0.01%Q4 2021Q3 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Granite Harbor Advisors, Inc. 330.18%0.90%1.36%Q4 2022Q2 20233
Howard Capital Management Inc. 210.03%0.23%0.43%Q3 2019Q2 20233
Intelligence Driven Advisers, LLC 330.18%0.23%0.27%Q4 2018Q2 20193
Kingsview Wealth Management, LLC 210.01%0.03%0.04%Q1 2019Q2 20213
Pinkerton Retirement Specialists, LLC 330.47%0.63%0.93%Q3 2019Q1 20203
Plante Moran Financial Advisors, LLC 210.00%0.00%0.01%Q1 2019Q4 20213
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Vericrest Private Wealth 332.37%2.67%3.11%Q4 2021Q2 20223
Transamerica Financial Advisors, Inc. 330.00%0.01%0.01%Q2 2018Q4 20183
RPg Family Wealth Advisory, LLC 330.26%0.28%0.32%Q1 2023Q3 20233
Private Capital Group, LLC 210.00%0.00%0.01%Q3 2018Q4 20213
Marion Wealth Management 331.49%1.56%1.62%Q4 2021Q2 20223
CIBC Private Wealth Group, LLC 210.00%0.00%0.00%Q1 2022Q4 20223
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Essex Savings Bank 330.03%0.04%0.05%Q4 2018Q2 20193
Dakota Wealth Management 330.08%0.11%0.16%Q2 2018Q4 20183
First Allied Advisory Services, Inc. 210.01%0.06%0.11%Q2 2018Q4 20193
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
CITY HOLDING CO 330.00%0.00%0.00%Q4 2020Q2 20213
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
HL FINANCIAL SERVICES LLC 330.02%0.02%0.02%Q3 2018Q1 20193
MEEDER ASSET MANAGEMENT INC 210.00%0.00%0.00%Q4 2018Q1 20203
HOWE & RUSLING INC 210.00%0.00%0.00%Q4 2020Q2 20223
Rehmann Capital Advisory Group 210.00%0.00%0.00%Q2 2018Q1 20193
Mid-American Wealth Advisory Group, Inc. 210.18%0.96%1.96%Q4 2021Q2 20233
KARLINSKI ANDREW C 330.01%0.01%0.01%Q1 2022Q3 20223
Financial & Tax Architects, LLC 332.92%3.44%4.23%Q4 2022Q2 20233
Wealthspire Advisors, L.P. 210.00%0.01%0.01%Q2 2018Q1 20193
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q3 2018Q1 20193
First Heartland Consultants, Inc. 330.12%0.48%0.78%Q3 2019Q1 20203
Roble, Belko & Company, Inc 330.01%0.01%0.01%Q2 2018Q4 20183
HSBC HOLDINGS PLC 330.00%0.00%0.00%Q2 2018Q4 20183
Arete Wealth Advisors, LLC 210.03%0.17%0.25%Q2 2018Q2 20233
Sandy Spring Bank 210.00%0.00%0.00%Q4 2018Q4 20213
Phoenix Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
180 WEALTH ADVISORS, LLC 330.11%0.11%0.11%Q2 2018Q4 20183
Simplicity Solutions, LLC 210.01%0.02%0.03%Q4 2018Q4 20193
Strategic Financial Concepts, LLC 330.09%0.25%0.36%Q1 2023Q3 20233
Banco Santander, S.A. 330.00%0.00%0.00%Q2 2021Q4 20213
MRA Associates USA LLC 330.01%0.02%0.03%Q4 2018Q2 20193
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Strategic Blueprint, LLC 110.00%0.00%0.01%Q3 2019Q2 20212
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20222
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Baird Financial Group, Inc. 220.01%0.01%0.01%Q2 2019Q3 20192
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Kovack Advisors, Inc. 110.10%0.13%0.17%Q2 2018Q1 20202
OLIVER LAGORE VANVALIN INVESTMENT GROUP 221.01%1.92%2.82%Q2 2023Q3 20232
Lavaca Capital LLC 220.00%0.00%0.00%Q4 2018Q1 20192
FIRST FINANCIAL CORP /IN/ 220.00%0.00%0.00%Q2 2020Q3 20202
Cetera Investment Advisers 220.03%0.07%0.11%Q3 2018Q4 20182
KCS Wealth Advisory 110.02%0.44%0.85%Q3 2019Q1 20222
TRUE Private Wealth Advisors 220.08%0.09%0.10%Q2 2018Q3 20182
New Century Advisors, LLC 223.78%4.23%4.69%Q2 2022Q3 20222
Trek Financial, LLC 110.15%0.31%0.46%Q4 2018Q2 20192
Fortis Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2018Q1 20232
S.A. Mason LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Wavelength Capital Management, LLC 221.60%1.99%2.37%Q4 2021Q1 20222
CX Institutional 220.00%0.00%0.00%Q2 2019Q3 20192
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Leicht Financial Planning & Wealth Management, Inc. 220.23%1.02%1.81%Q4 2019Q1 20202
Ellevest, Inc. 220.00%0.00%0.01%Q1 2021Q2 20212
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.00%Q1 2022Q2 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WealthBridge Capital Management, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
Catamount Wealth Management 220.00%0.00%0.00%Q4 2018Q1 20192
Braun-Bostich & Associates Inc. 220.02%0.04%0.06%Q2 2018Q3 20182
Beck Bode, LLC 110.00%0.00%0.00%Q3 2020Q2 20212
U.S. Capital Wealth Advisors, LLC 220.01%0.02%0.02%Q3 2022Q4 20222
BALDWIN BROTHERS LLC/MA 220.00%0.00%0.00%Q1 2022Q2 20222
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q1 20192
Clearstead Trust, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Empirical Finance, LLC 110.04%0.05%0.07%Q1 2018Q1 20192
WEALTHFRONT Corp 220.04%0.04%0.05%Q2 2018Q3 20182
Pinnacle Family Advisors, LLC 221.05%1.06%1.08%Q3 2019Q4 20192
Capital Advisors, Ltd. LLC 110.02%0.05%0.07%Q3 2018Q2 20192
Cornerstone Planning Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
USAdvisors Wealth Management, LLC 222.44%2.48%2.51%Q2 2018Q3 20182
AXXCESS WEALTH MANAGEMENT, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Bluefin Trading, LLC 220.18%0.22%0.26%Q4 2019Q1 20202
ASSETMARK, INC 110.00%0.00%0.00%Q4 2020Q2 20212
Advisor Resource Council 110.02%0.02%0.02%Q2 2021Q4 20212
Stratos Wealth Advisors, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Pure Financial Advisors, LLC 110.01%0.01%0.02%Q1 2022Q4 20232
Headlands Technologies LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Aurora Private Wealth, Inc. 115.56%6.30%7.04%Q4 2019Q2 20202
Kendall Capital Management 220.18%0.18%0.18%Q2 2018Q3 20182
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q2 2022Q3 20222
ROPES WEALTH ADVISORS LLC 110.00%0.01%0.02%Q2 2018Q2 20192
Clarus Wealth Advisors 220.00%0.00%0.00%Q1 2019Q2 20192
LINCOLN NATIONAL CORP 110.01%0.08%0.16%Q4 2021Q2 20232
Covington Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
Oakworth Capital, Inc. 110.00%0.00%0.00%Q4 2020Q3 20232
Pinnacle Bancorp, Inc. 220.01%0.01%0.01%Q4 2018Q1 20192
All Season Financial Advisors, Inc. 111.17%2.51%3.86%Q1 2022Q4 20222
Thrive Wealth Management, LLC 220.07%0.20%0.33%Q4 2021Q1 20222
Merit Financial Group, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Richard P Slaughter Associates Inc 220.17%0.18%0.18%Q2 2020Q3 20202
Red Door Wealth Management, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
PIERSHALE FINANCIAL GROUP, INC. 220.44%0.47%0.50%Q3 2019Q4 20192
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
TCWP LLC 220.01%0.05%0.09%Q4 2021Q1 20222
Hudock, Inc. 220.01%0.01%0.01%Q2 2018Q3 20182
BOSTON ADVISORS LLC 220.01%0.01%0.01%Q2 2018Q3 20182
CFS Investment Advisory Services, LLC 220.08%0.09%0.09%Q1 2023Q2 20232
FAIRFIELD, BUSH & CO. 110.00%0.01%0.01%Q2 2022Q2 20232
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q4 2019Q3 20222
CLEAR STREET MARKETS LLC 110.05%0.05%0.05%Q2 2018Q4 20212
Occidental Asset Management, LLC 220.51%1.65%2.78%Q2 2018Q3 20182
SouthState Corp 220.01%0.01%0.01%Q4 2021Q1 20222
Chicago Partners Investment Group LLC 220.00%0.00%0.00%Q2 2018Q3 20182
True Link Financial Advisors, LLC 220.00%0.01%0.01%Q4 2020Q1 20212
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q4 2022Q2 20232
Hayden Royal, LLC 220.26%0.27%0.27%Q1 2019Q2 20192
AMJ Financial Wealth Management 220.21%1.29%2.37%Q4 2019Q1 20202
Hedeker Wealth, LLC 222.44%2.48%2.51%Q3 2019Q4 20192
MOLLER WEALTH PARTNERS 220.98%2.80%4.61%Q1 2019Q2 20192
Cerity Partners LLC 220.01%0.07%0.14%Q2 2023Q3 20232
Laffer Tengler Investments, Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
Hilltop Holdings Inc. 220.49%0.92%1.34%Q2 2023Q3 20232
Legacy Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Trust Co 110.00%0.01%0.01%Q3 2019Q1 20212
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
TimeScale Financial, Inc. 220.02%0.03%0.04%Q1 2023Q2 20232
MOTCO 220.00%0.00%0.00%Q3 2018Q4 20182
Squar Milner Financial Services LLC 220.00%0.00%0.00%Q2 2018Q3 20182
COMERICA SECURITIES,INC. 110.00%0.01%0.01%Q3 2019Q4 20222
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.04%0.07%0.09%Q3 2022Q4 20222
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
BlackDiamond Wealth Management, LLC 220.19%0.20%0.21%Q1 2023Q2 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
WBH ADVISORY INC 220.04%0.05%0.06%Q1 2022Q2 20222
Mattern Wealth Management LLC 220.24%0.50%0.76%Q4 2019Q1 20202
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Ceros Financial Services Inc. 112.22%2.22%2.22%Q1 2019Q1 20191
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2023Q2 20231
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q1 2019Q1 20191
FOUNDERS FINANCIAL SECURITIES LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Wealthgate Family Office, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Capital Analysts, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2022Q4 20221
F3Logic, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
MILESTONE ASSET MANAGEMENT, LLC 113.11%3.11%3.11%Q4 2022Q4 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
B. Riley Wealth Management, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Moors & Cabot, Inc. 110.09%0.09%0.09%Q2 2018Q2 20181
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Spotlight Asset Group, Inc. 110.39%0.39%0.39%Q1 2020Q1 20201
Faithward Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
OneAscent Financial Services LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Community Bank, N.A. 110.00%0.00%0.00%Q1 2021Q1 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.06%0.06%0.06%Q3 2019Q3 20191
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
Professional Financial Advisors, LLC 110.80%0.80%0.80%Q4 2019Q4 20191
BLUEFIN CAPITAL MANAGEMENT, LLC 110.18%0.18%0.18%Q3 2020Q3 20201
Emerald Advisors, LLC 110.31%0.31%0.31%Q4 2019Q4 20191
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Retirement Group, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2021Q3 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2023Q1 20231
WINTRUST INVESTMENTS LLC 110.03%0.03%0.03%Q2 2019Q2 20191
HBC Financial Services, PLLC 110.01%0.01%0.01%Q2 2022Q2 20221
Edgestream Partners, L.P. 110.05%0.05%0.05%Q4 2018Q4 20181
Sunesis Advisors, LLC 110.22%0.22%0.22%Q1 2023Q1 20231
Tuttle Capital Management, LLC 111.48%1.48%1.48%Q4 2018Q4 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BANYAN CAPITAL MANAGEMENT, INC. 112.42%2.42%2.42%Q4 2018Q4 20181
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PIN OAK INVESTMENT ADVISORS INC 110.04%0.04%0.04%Q2 2018Q2 20181
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Castle Rock Wealth Management, LLC 110.86%0.86%0.86%Q2 2018Q2 20181
Lindbrook Capital, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Glassman Wealth Services 110.00%0.00%0.00%Q4 2021Q4 20211
Certified Advisory Corp 110.00%0.00%0.00%Q2 2018Q2 20181
Investmark Advisory Group LLC 110.03%0.03%0.03%Q4 2021Q4 20211
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q1 2023Q1 20231
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Northeast Financial Group, Inc. 110.41%0.41%0.41%Q4 2020Q4 20201
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Poehling Capital Management, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Patten Group, Inc. 110.09%0.09%0.09%Q3 2020Q3 20201
Gleason Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Synergy Asset Management, LLC 112.52%2.52%2.52%Q4 2022Q4 20221
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
CARL STUART INVESTMENT ADVISOR, INC 110.05%0.05%0.05%Q1 2022Q1 20221
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q3 2018Q3 20181
Baltimore-Washington Financial Advisors, Inc. 110.17%0.17%0.17%Q1 2022Q1 20221
Inspire Investing, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
GREAT VALLEY ADVISOR GROUP, INC. 110.02%0.02%0.02%Q2 2021Q2 20211
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Neuberger Berman Group LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Virtu Financial LLC 110.08%0.08%0.08%Q2 2018Q2 20181
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
COLLECTIVE FAMILY OFFICE LLC 110.08%0.08%0.08%Q3 2022Q3 20221
GeoWealth Management, LLC 110.62%0.62%0.62%Q3 2019Q3 20191
CALTON & ASSOCIATES, INC. 110.16%0.16%0.16%Q4 2019Q4 20191
NATIXIS ADVISORS, L.P. 110.00%0.00%0.00%Q4 2021Q4 20211
Urban Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Executive Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
STRATEGY ASSET MANAGERS LLC 110.07%0.07%0.07%Q4 2019Q4 20191
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Aries Wealth Management 110.87%0.87%0.87%Q1 2022Q1 20221
Revisor Wealth Management LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
LMG Wealth Partners, LLC 110.83%0.83%0.83%Q4 2022Q4 20221
Alpha Omega Wealth Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Blackston Financial Advisory Group, LLC 110.53%0.53%0.53%Q1 2023Q1 20231
Penserra Capital Management LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
IAMS WEALTH MANAGEMENT, LLC 110.90%0.90%0.90%Q4 2022Q4 20221
OneAscent Wealth Management LLC 110.23%0.23%0.23%Q3 2021Q3 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 110.01%0.01%0.01%Q3 2023Q3 20231
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q2 2022Q2 20221
Sterling Global Strategies LLC 111.46%1.46%1.46%Q1 2019Q1 20191
Coppell Advisory Solutions Corp. 111.06%1.06%1.06%Q4 2022Q4 20221
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Avion Wealth 110.01%0.01%0.01%Q1 2020Q1 20201
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ameliora Wealth Management Ltd. 110.03%0.03%0.03%Q3 2023Q3 20231
Pathway Financial Advisors LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Vectors Research Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Financial Gravity Companies, Inc. 111.28%1.28%1.28%Q4 2018Q4 20181
Starfire Investment Advisers, Inc. 110.46%0.46%0.46%Q2 2018Q2 20181
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Arbor Wealth Management, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Horan Capital Advisors, LLC. 110.03%0.03%0.03%Q3 2020Q3 20201
Granite Bay Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
THOROUGHBRED FINANCIAL SERVICES, LLC 111.47%1.47%1.47%Q4 2018Q4 20181
SUMMIT FINANCIAL GROUP, INC. 110.10%0.10%0.10%Q2 2019Q2 20191
MCMILLION CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
Tri-Star Advisors Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Sterling Investment Advisors, Ltd. 110.01%0.01%0.01%Q4 2019Q4 20191
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Fulcrum Equity Management 110.01%0.01%0.01%Q3 2019Q3 20191
Landmark Wealth Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 110.31%0.31%0.31%Q2 2018Q2 20181
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2022Q3 20221
CNB Bank 110.00%0.00%0.00%Q3 2021Q3 20211
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q2 2021Q2 20211
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Zions Bancorporation 110.00%0.00%0.00%Q3 2018Q3 20181
FormulaFolio Investments, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
J.W. COLE ADVISORS, INC. 110.15%0.15%0.15%Q2 2020Q2 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Private Advisory Group LLC 110.17%0.17%0.17%Q2 2019Q2 20191
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
McIlrath & Eck, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
MCF Advisors LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q2 2022Q2 20221
Security Financial Services, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
ShoreHaven Wealth Partners, LLC 110.54%0.54%0.54%Q2 2022Q2 20221
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Reby Advisors, LLC 116.26%6.26%6.26%Q4 2020Q4 20201
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
VitalStone Financial, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
OLD MISSION CAPITAL, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2021Q4 20211
External links

This page lists all the filers that currently own INVESCO EXCH TRADED FD TR II or have owned INVESCO EXCH TRADED FD TR II in the past.