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
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.00%0.00%0.03%Q2 2018Q3 202365
Citadel Advisors 22220.00%0.00%0.01%Q2 2018Q3 202359
Cutler Group LLC / CA 1810.00%0.02%0.12%Q4 2018Q3 202352
WOLVERINE TRADING, LLC 810.00%0.01%0.04%Q1 2019Q3 202342
Parallax Volatility Advisers, L.P. 1250.00%0.01%0.09%Q2 2018Q3 202341
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.01%Q2 2018Q3 202332
UBS Group AG 22220.00%0.00%0.01%Q2 2018Q3 202331
JANE STREET GROUP, LLC 1210.00%0.02%0.11%Q2 2018Q3 202330
Anchor Investment Management, LLC 30300.00%0.04%0.12%Q3 2016Q4 202330
Sargent Bickham Lagudis LLC 28280.00%0.01%0.01%Q1 2016Q4 202228
GOLDMAN SACHS GROUP INC 1310.00%0.00%0.02%Q4 2018Q3 202328
WELLS FARGO & COMPANY/MN 22220.00%0.00%0.01%Q2 2018Q3 202325
PEAK6 Investments LLC 10100.00%0.02%0.11%Q4 2020Q1 202324
ROYAL BANK OF CANADA 22220.00%0.00%0.01%Q2 2018Q3 202323
CITIGROUP INC 22220.00%0.00%0.01%Q2 2018Q3 202323
MORGAN STANLEY 22220.00%0.00%0.01%Q2 2018Q3 202322
BARCLAYS PLC 13130.00%0.00%0.01%Q3 2020Q3 202322
WHITTIER TRUST CO OF NEVADA INC 22220.00%0.00%0.00%Q2 2018Q3 202322
IFP Advisors, Inc 1710.00%0.02%0.10%Q1 2016Q3 202322
JPMORGAN CHASE & CO 22220.00%0.00%0.00%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.00%0.01%Q2 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 22220.00%0.00%0.01%Q2 2018Q3 202322
TRUST CO OF VERMONT 22220.00%0.12%0.26%Q2 2018Q3 202322
CX Institutional 22220.00%0.06%0.14%Q2 2018Q3 202322
LPL Financial LLC 22220.00%0.02%0.04%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.00%0.01%Q2 2018Q3 202322
Roble, Belko & Company, Inc 22220.00%0.01%0.01%Q2 2018Q3 202322
FIFTH THIRD BANCORP 22220.00%0.00%0.00%Q2 2018Q3 202322
HUNTINGTON NATIONAL BANK 22220.00%0.00%0.00%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.00%0.00%Q2 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.00%0.05%0.34%Q2 2018Q3 202322
Ledyard National Bank 22220.06%0.18%0.37%Q2 2018Q3 202322
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
WELCH & FORBES LLC 22220.01%0.02%0.03%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.02%0.04%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
AMERIPRISE FINANCIAL INC 1920.00%0.00%0.01%Q2 2018Q3 202321
Cambridge Investment Research Advisors, Inc. 1470.00%0.01%0.02%Q2 2018Q3 202321
BANK OF MONTREAL /CAN/ 1920.00%0.00%0.00%Q2 2018Q3 202321
PROFFITT & GOODSON INC 21210.00%0.01%0.02%Q3 2018Q3 202321
NWAM LLC 1920.02%0.16%0.34%Q2 2018Q3 202321
Global Retirement Partners, LLC 1470.00%0.00%0.02%Q2 2018Q3 202321
CITY HOLDING CO 21210.00%0.07%0.20%Q3 2018Q3 202321
Vigilant Capital Management, LLC 21210.02%0.03%0.05%Q2 2018Q2 202321
JANICZEK WEALTH MANAGEMENT, LLC 21210.00%0.00%0.00%Q2 2018Q2 202321
SIMPLEX TRADING, LLC 1210.00%0.00%0.01%Q2 2018Q3 202320
Raymond James Financial Services Advisors, Inc. 1910.00%0.01%0.02%Q2 2018Q3 202320
Advisory Services Network, LLC 1280.00%0.02%0.06%Q2 2018Q2 202320
Parallel Advisors, LLC 1640.00%0.01%0.02%Q2 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.02%Q2 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.05%0.08%Q4 2018Q3 202320
BLAIR WILLIAM & CO/IL 20200.00%0.03%0.07%Q4 2018Q3 202320
CREDIT SUISSE AG/ 12120.00%0.00%0.01%Q4 2020Q3 202319
Capital Analysts, LLC 19190.00%0.02%0.03%Q1 2019Q3 202319
Creative Planning 1310.00%0.00%0.00%Q2 2018Q3 202319
Cetera Advisor Networks LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
Cribstone Capital Management, LLC 19190.02%0.04%0.08%Q2 2018Q4 202219
DEUTSCHE BANK AG\ 19190.00%0.00%0.00%Q1 2019Q3 202319
HighTower Advisors, LLC 17170.00%0.00%0.01%Q3 2019Q3 202319
Westside Investment Management, Inc. 1510.00%0.01%0.07%Q2 2018Q3 202319
AdvisorNet Financial, Inc 18180.01%0.01%0.02%Q2 2019Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.13%0.23%0.35%Q1 2019Q3 202318
Riggs Asset Managment Co. Inc. 1260.00%0.36%2.25%Q1 2019Q3 202318
Covington Capital Management 18180.00%0.00%0.00%Q2 2018Q3 202218
American Portfolios Advisors 18180.01%0.03%0.13%Q2 2018Q3 202218
Private Advisor Group, LLC 18180.00%0.08%0.18%Q2 2019Q3 202318
CWM, LLC 1080.00%0.01%0.01%Q1 2019Q3 202318
HAP Trading, LLC 710.00%0.05%0.28%Q2 2019Q4 202218
FMR LLC 1510.00%0.00%0.00%Q3 2018Q3 202318
Carnegie Capital Asset Management, LLC 18180.05%0.38%0.57%Q2 2019Q3 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 18180.00%0.00%0.01%Q2 2019Q3 202318
First Personal Financial Services 17170.00%0.00%0.01%Q3 2019Q3 202317
CABOT WEALTH MANAGEMENT INC 1610.28%0.70%1.31%Q2 2018Q2 202317
AVANTAX ADVISORY SERVICES, INC. 17170.01%0.01%0.03%Q3 2019Q3 202317
Gerber Kawasaki Wealth & Investment Management 980.26%0.88%1.70%Q2 2019Q3 202317
IHT Wealth Management, LLC 17170.01%0.05%0.11%Q3 2019Q3 202317
Pacifica Partners Inc. 17170.01%0.01%0.02%Q4 2019Q4 202317
BNP PARIBAS FINANCIAL MARKETS 12120.00%0.00%0.01%Q4 2020Q3 202316
Banque Cantonale Vaudoise 16160.02%0.18%0.36%Q4 2019Q3 202316
Walleye Trading LLC 770.00%0.00%0.01%Q1 2022Q3 202316
Geneos Wealth Management Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
HM PAYSON & CO 16160.00%0.00%0.00%Q4 2019Q3 202316
CIBC WORLD MARKET INC. 1510.00%0.00%0.01%Q2 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.00%0.01%Q3 2018Q2 202216
Realta Investment Advisors 1240.02%0.05%0.10%Q1 2019Q3 202316
SCOTIA CAPITAL INC. 16160.00%0.01%0.02%Q4 2019Q3 202316
WEDBUSH SECURITIES INC 1420.02%0.05%0.09%Q3 2019Q3 202316
Kore Private Wealth LLC 16160.05%0.09%0.15%Q4 2018Q3 202216
OSAIC HOLDINGS, INC. 15150.01%0.02%0.04%Q1 2020Q3 202315
J.P. Morgan Private Wealth Advisors LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Invst, LLC 15150.07%0.12%0.18%Q1 2020Q3 202315
CORBYN INVESTMENT MANAGEMENT INC/MD 15151.17%2.19%3.23%Q1 2020Q3 202315
Clal Insurance Enterprises Holdings Ltd 15150.02%1.63%3.45%Q1 2020Q3 202315
Carroll Financial Associates, Inc. 15150.00%0.01%0.03%Q2 2018Q4 202115
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1410.10%0.16%0.28%Q4 2019Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 15150.00%0.01%0.02%Q1 2020Q3 202315
Equitable Holdings, Inc. 1410.01%0.01%0.02%Q4 2019Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
OPPENHEIMER & CO INC 1210.01%0.02%0.04%Q2 2018Q3 202315
NewEdge Advisors, LLC 530.00%0.01%0.03%Q1 2019Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1220.00%0.00%0.01%Q2 2019Q3 202314
Private Capital Group, LLC 1220.00%0.02%0.08%Q4 2018Q2 202214
RPG Investment Advisory, LLC 14140.00%0.04%0.08%Q2 2020Q3 202314
SG Americas Securities, LLC 1310.00%0.01%0.03%Q4 2018Q3 202314
Main Management LLC 1110.00%0.10%0.28%Q3 2018Q3 202314
PRIO WEALTH LIMITED PARTNERSHIP 14140.01%0.01%0.02%Q2 2020Q3 202314
Verity Asset Management, Inc. 950.40%0.61%0.82%Q1 2020Q3 202314
EDMOND DE ROTHSCHILD HOLDING S.A. 810.00%0.02%0.10%Q2 2018Q3 202314
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.01%Q1 2021Q3 202314
Windsor Creek Advisors, LLC 730.02%0.47%1.60%Q2 2019Q4 202114
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Cetera Advisors LLC 1210.00%0.02%0.03%Q1 2019Q3 202314
ENVESTNET ASSET MANAGEMENT INC 1310.00%0.00%0.00%Q3 2019Q3 202314
Rockefeller Capital Management L.P. 14140.00%0.00%0.01%Q2 2020Q3 202314
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 13130.63%1.53%3.12%Q3 2020Q3 202313
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 13130.68%1.39%2.46%Q3 2020Q3 202313
Independence Bank of Kentucky 13130.10%0.21%0.33%Q3 2020Q3 202313
MML INVESTORS SERVICES, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Janney Montgomery Scott LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
FinTrust Capital Advisors, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
Allianz Asset Management GmbH 1210.00%0.01%0.01%Q2 2018Q4 202113
Western Wealth Management, LLC 810.02%0.08%0.21%Q1 2020Q3 202313
CASTLEARK MANAGEMENT LLC 13130.01%0.02%0.05%Q3 2020Q3 202313
Strategic Wealth Investment Group, LLC 13130.11%0.18%0.27%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
NEXT Financial Group, Inc 760.00%0.01%0.03%Q3 2018Q4 202113
AE Wealth Management LLC 13130.00%0.01%0.04%Q3 2020Q3 202313
JNBA Financial Advisors 13130.00%0.00%0.01%Q3 2020Q3 202313
SeaCrest Wealth Management, LLC 1210.03%0.07%0.11%Q3 2019Q2 202313
Moloney Securities Asset Management, LLC 13130.05%0.12%0.20%Q3 2020Q3 202313
TRUSTCORE FINANCIAL SERVICES, LLC 13130.00%0.00%0.01%Q4 2019Q4 202213
Sigma Planning Corp 13130.01%0.04%0.15%Q3 2020Q3 202313
Mutual Advisors, LLC 13130.08%0.15%0.21%Q3 2020Q3 202313
SOA Wealth Advisors, LLC. 12120.00%0.00%0.01%Q4 2020Q3 202312
Golden State Wealth Management, LLC 930.12%0.25%0.46%Q1 2019Q1 202212
FAGAN ASSOCIATES, INC. 12120.16%0.30%0.38%Q4 2020Q3 202312
1832 Asset Management L.P. 12120.00%0.00%0.00%Q4 2020Q3 202312
Flaharty Asset Management, LLC 12120.13%0.54%1.04%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 1020.04%0.13%0.19%Q1 2020Q1 202312
Cetera Investment Advisers 12120.01%0.05%0.09%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.00%0.01%0.02%Q4 2020Q3 202312
Purus Wealth Management, LLC 12120.30%0.53%0.76%Q4 2020Q3 202312
Merriman Wealth Management, LLC 530.04%0.25%0.69%Q1 2019Q2 202212
Cornerstone Wealth Management, LLC 1020.02%0.04%0.06%Q2 2020Q2 202312
Squarepoint Ops LLC 310.00%0.03%0.13%Q4 2020Q3 202312
MEITAV INVESTMENT HOUSE LTD 12120.02%0.39%1.02%Q4 2020Q3 202312
North Star Investment Management Corp. 12120.00%0.01%0.02%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.00%0.01%0.10%Q4 2020Q3 202312
CenterStar Asset Management, LLC 420.01%0.04%0.13%Q3 2020Q4 202212
Integrated Wealth Concepts LLC 12120.01%0.03%0.04%Q4 2020Q3 202312
Personal Wealth Partners 12120.05%0.38%0.72%Q2 2019Q1 202212
SIGNATUREFD, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Harel Insurance Investments & Financial Services Ltd. 12120.00%0.02%0.18%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12120.17%0.30%0.53%Q4 2020Q3 202312
SG3 Management, LLC 320.01%0.18%0.46%Q3 2020Q1 202212
BAROMETER CAPITAL MANAGEMENT INC. 930.11%0.24%0.57%Q4 2018Q3 202212
Greenhouse Wealth Management, LLC 12120.34%0.57%0.76%Q4 2020Q3 202312
CLEAR INVESTMENT RESEARCH, LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
Lindbrook Capital, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
TRUIST FINANCIAL CORP 12120.00%0.00%0.00%Q4 2020Q3 202312
Bard Financial Services, Inc. 11110.12%0.14%0.17%Q4 2020Q2 202311
Global Trust Asset Management, LLC 11110.00%0.10%0.42%Q3 2020Q1 202311
CULLEN/FROST BANKERS, INC. 920.00%0.00%0.00%Q2 2020Q3 202311
Family Firm, Inc. 1010.08%0.16%0.24%Q4 2020Q3 202311
Pacific Center for Financial Services 830.00%0.01%0.02%Q4 2020Q3 202311
SEAVIEW INVESTMENT MANAGERS LLC 11110.12%0.50%0.86%Q3 2020Q1 202311
COLONY GROUP LLC 11110.01%0.03%0.05%Q4 2020Q2 202311
McClarren Financial Advisors, Inc. 650.00%0.01%0.01%Q4 2020Q3 202311
Arosa Capital Management LP 821.34%4.33%10.18%Q2 2019Q4 202111
Montis Financial, LLC 11110.17%0.26%0.46%Q4 2020Q2 202311
Legend Financial Advisors, Inc. 650.02%0.40%3.41%Q4 2020Q3 202311
Larson Financial Group LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.02%0.04%Q1 2021Q3 202311
BREWIN DOLPHIN LTD 11110.00%0.00%0.01%Q2 2018Q4 202011
PRUDENTIAL PLC 1010.01%0.03%0.08%Q3 2020Q3 202311
Wealthspire Advisors, LLC 11110.00%0.01%0.01%Q4 2020Q2 202311
COMMERCE BANK 11110.00%0.00%0.00%Q4 2020Q2 202311
Avior Wealth Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Stonebridge Capital Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
OPPENHEIMER ASSET MANAGEMENT INC. 11110.05%0.07%0.12%Q1 2021Q3 202311
Claro Advisors LLC 1010.00%0.38%0.66%Q4 2018Q1 202311
ALBION FINANCIAL GROUP /UT 1010.01%0.02%0.02%Q4 2020Q3 202311
Atom Investors LP 1010.11%0.41%0.66%Q4 2020Q3 202311
Horan Securities, Inc. 710.00%0.01%0.02%Q1 2020Q2 202311
American Institute for Advanced Investment Management, LLP 1010.17%0.26%0.42%Q3 2020Q2 202311
West Branch Capital LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
First Bank & Trust 10100.00%0.00%0.01%Q1 2020Q2 202210
Belpointe Asset Management LLC 10100.02%0.04%0.07%Q4 2020Q1 202310
ELEMENT POINTE ADVISORS, LLC 10100.07%0.42%1.42%Q1 2021Q2 202310
Kistler-Tiffany Companies, LLC 10100.01%0.02%0.02%Q1 2021Q2 202310
Zurcher Kantonalbank (Zurich Cantonalbank) 10100.00%0.00%0.00%Q2 2021Q3 202310
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.03%0.12%Q4 2020Q3 202310
LexAurum Advisors, LLC 910.06%0.07%0.08%Q4 2020Q2 202310
ARCADIA INVESTMENT MANAGEMENT CORP/MI 10100.00%0.00%0.00%Q2 2021Q3 202310
Florin Court Capital LLP 420.28%1.42%3.86%Q1 2019Q4 202210
Ten Capital Wealth Advisors, LLC 10100.01%0.02%0.03%Q4 2020Q1 202310
Key FInancial Inc 10100.00%0.00%0.01%Q2 2021Q3 202310
Bank of New Hampshire 10100.06%0.41%0.76%Q2 2021Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 550.01%0.02%0.04%Q3 2020Q3 202310
MBB PUBLIC MARKETS I LLC 880.01%0.06%0.11%Q4 2021Q3 202310
SALEM INVESTMENT COUNSELORS INC 10100.00%0.00%0.02%Q1 2021Q2 202310
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 10100.01%0.01%0.02%Q2 2021Q3 202310
Continuum Advisory, LLC 10100.04%0.06%0.12%Q1 2021Q2 202310
BDO Wealth Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.02%Q1 2021Q3 202310
Central Asset Investments & Management Holdings (HK) Ltd 910.28%1.67%3.67%Q4 2020Q2 202310
Activest Wealth Management 910.01%0.04%0.08%Q1 2021Q3 202310
Gladstone Institutional Advisory LLC 820.02%0.04%0.06%Q1 2021Q3 202310
Tower Research Capital LLC (TRC) 520.00%0.00%0.00%Q4 2019Q3 202310
Snowden Capital Advisors LLC 640.02%0.08%0.23%Q3 2020Q1 202310
Mariner, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Antonetti Capital Management LLC 910.04%0.06%0.08%Q2 2010Q3 202310
Clear Perspectives Financial Planning, LLC 10100.00%0.01%0.02%Q4 2020Q1 202310
Main Management ETF Advisors, LLC 10100.63%1.14%1.51%Q1 2021Q2 202310
Mascoma Wealth Management LLC 910.00%0.01%0.01%Q1 2021Q3 202310
PRELUDE CAPITAL MANAGEMENT, LLC 610.00%0.04%0.16%Q1 2020Q1 20229
Allworth Financial LP 630.00%0.00%0.00%Q2 2020Q3 20239
Baird Financial Group, Inc. 630.00%0.00%0.00%Q4 2020Q2 20239
First Command Financial Services, Inc. 990.00%0.00%0.00%Q2 2021Q2 20239
Disciplined Investments, LLC 990.04%0.04%0.05%Q2 2021Q2 20239
PFG Private Wealth Management, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Catalyst Capital Advisors LLC 990.00%0.01%0.01%Q2 2021Q2 20239
Capital Asset Advisory Services LLC 630.01%0.02%0.08%Q4 2019Q1 20229
THRIVENT FINANCIAL FOR LUTHERANS 990.00%0.00%0.00%Q4 2020Q4 20229
Front Row Advisors LLC 990.01%0.01%0.01%Q1 2021Q1 20239
JFS WEALTH ADVISORS, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Stonebridge Financial Planning Group, LLC 540.00%0.23%0.50%Q1 2021Q3 20239
MAI Capital Management 990.00%0.00%0.01%Q3 2021Q3 20239
Foundations Investment Advisors, LLC 990.02%0.04%0.12%Q2 2020Q2 20229
First Command Bank 990.00%0.00%0.00%Q2 2021Q2 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 990.00%0.01%0.01%Q2 2021Q2 20239
TSFG, LLC 990.01%0.01%0.01%Q1 2021Q1 20239
BANK HAPOALIM BM 990.03%0.10%0.21%Q1 2020Q1 20229
Investors Research Corp 990.00%0.00%0.01%Q3 2021Q3 20239
Archer Investment Corp 720.00%0.00%0.01%Q4 2020Q3 20239
Biltmore Family Office, LLC 540.00%0.00%0.00%Q1 2021Q3 20239
Laurel Wealth Planning LLC 990.00%0.00%0.00%Q4 2020Q4 20229
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Focused Wealth Management, Inc 410.00%0.00%0.00%Q4 2020Q3 20238
HSBC HOLDINGS PLC 880.00%0.00%0.00%Q3 2020Q2 20228
Stelac Advisory Services LLC 880.11%0.20%0.27%Q2 2021Q1 20238
Bartlett & Co. LLC 880.00%0.00%0.00%Q1 2022Q4 20238
Baystate Wealth Management LLC 530.00%0.00%0.01%Q3 2019Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.03%0.04%Q4 2021Q3 20238
PICTON MAHONEY ASSET MANAGEMENT 880.00%0.01%0.01%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.06%0.13%Q4 2021Q3 20238
Newport Capital Group, LLC 881.28%1.60%2.13%Q4 2020Q3 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Personal Capital Advisors Corp 880.00%0.00%0.00%Q1 2021Q4 20228
J.W. COLE ADVISORS, INC. 420.01%0.04%0.09%Q3 2020Q1 20238
B. Riley Wealth Advisors, Inc. 710.01%0.03%0.05%Q4 2020Q4 20228
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Lowe Wealth Advisors, LLC 880.00%0.01%0.01%Q3 2021Q2 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
COOK WEALTH MANAGEMENT GROUP LLC 880.16%0.24%0.35%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.00%0.00%0.00%Q4 2021Q3 20238
Beacon Financial Advisory LLC 710.10%0.14%0.19%Q3 2020Q1 20238
Millburn Ridgefield Corp 880.01%0.01%0.02%Q2 2021Q1 20238
GREAT VALLEY ADVISOR GROUP, INC. 530.03%0.08%0.19%Q3 2019Q4 20218
Castle Rock Wealth Management, LLC 880.14%0.34%0.61%Q4 2020Q3 20228
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
Great Diamond Partners, LLC 530.12%0.28%0.44%Q1 2020Q1 20238
Asset Dedication, LLC 710.00%0.00%0.00%Q4 2020Q3 20238
SRS Capital Advisors, Inc. 440.00%0.01%0.01%Q1 2020Q1 20228
EPIQ PARTNERS, LLC 520.10%0.12%0.14%Q3 2021Q2 20237
Quent Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
PIN OAK INVESTMENT ADVISORS INC 770.03%0.04%0.04%Q4 2020Q2 20227
Atria Wealth Solutions, Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
Jefferies Group LLC 310.00%0.06%0.12%Q4 2020Q3 20227
CAPTRUST FINANCIAL ADVISORS 770.00%0.00%0.00%Q4 2020Q2 20227
First Horizon Advisors, Inc. 610.00%0.00%0.00%Q4 2021Q3 20237
Renaissance Technologies 210.00%0.00%0.00%Q2 2019Q3 20237
Advisor Group, Inc. 770.00%0.00%0.00%Q2 2018Q4 20197
Sterling Investment Advisors, Ltd. 520.00%0.01%0.02%Q2 2019Q2 20227
OLD MISSION CAPITAL LLC 320.07%0.15%0.25%Q2 2021Q2 20237
All Season Financial Advisors, Inc. 610.18%0.39%0.65%Q2 2021Q2 20237
APPLETON GROUP, LLC 410.22%0.54%1.42%Q3 2020Q4 20227
Magnus Financial Group LLC 520.03%0.08%0.13%Q3 2020Q2 20227
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
OneDigital Investment Advisors LLC 310.00%0.00%0.01%Q2 2018Q3 20227
OPTIMUM INVESTMENT ADVISORS 330.00%0.01%0.02%Q3 2019Q4 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.54%1.95%Q1 2022Q3 20237
U S GLOBAL INVESTORS INC 210.00%0.02%0.06%Q2 2019Q2 20227
Core Wealth Advisors, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Leucadia National 440.00%0.00%0.01%Q4 2022Q3 20237
Advisors Preferred, LLC 770.00%0.01%0.03%Q2 2019Q4 20207
Compagnie Lombard Odier SCmA 770.00%0.00%0.00%Q2 2021Q4 20227
ADIRONDACK TRUST CO 770.00%0.01%0.01%Q1 2022Q3 20237
Arete Wealth Advisors, LLC 610.05%0.08%0.16%Q4 2020Q2 20237
Orion Portfolio Solutions, LLC 410.00%0.01%0.01%Q4 2019Q4 20227
American Research & Management Co. 770.02%0.02%0.02%Q1 2021Q3 20227
Ranch Capital Advisors Inc. 770.02%0.04%0.14%Q2 2020Q4 20217
Paragon Wealth Strategies, LLC 333.75%7.64%12.61%Q3 2020Q1 20236
Parkside Advisors LLC 330.11%0.16%0.30%Q2 2019Q4 20206
STRATEGIC WEALTH MANAGEMENT INC 661.51%1.78%2.19%Q3 2020Q4 20216
Atlas Private Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
Phoenix Holdings Ltd. 510.02%0.08%0.24%Q1 2021Q4 20226
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 510.03%0.05%0.07%Q4 2020Q3 20226
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.01%Q3 2018Q4 20196
MONEY CONCEPTS CAPITAL CORP 310.00%0.01%0.02%Q4 2020Q4 20226
FIFTH THIRD SECURITIES, INC. 660.07%0.09%0.10%Q2 2022Q3 20236
Canton Hathaway, LLC 510.03%0.42%0.71%Q4 2021Q3 20236
Ayalon Insurance Comp Ltd. 660.02%0.05%0.11%Q3 2020Q4 20216
Portfolio Strategies, Inc. 330.67%5.42%7.77%Q3 2020Q3 20226
Plante Moran Financial Advisors, LLC 510.00%0.00%0.00%Q1 2022Q3 20236
Ameritas Investment Company, LLC 310.00%0.02%0.04%Q4 2018Q3 20216
Stevard, LLC 510.24%0.30%0.36%Q1 2022Q3 20236
Wagner Wealth Management, LLC 420.01%0.02%0.04%Q1 2021Q3 20226
Csenge Advisory Group 660.02%0.10%0.14%Q4 2020Q1 20226
Trilogy Capital Inc. 310.00%0.07%0.36%Q2 2018Q3 20216
Astoria Portfolio Advisors LLC. 660.10%0.19%0.27%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.03%0.04%Q2 2022Q3 20236
United Asset Strategies, Inc. 420.03%0.05%0.09%Q2 2021Q2 20236
COOKSON PEIRCE & CO INC 330.01%0.02%0.03%Q4 2020Q4 20226
Princeton Global Asset Management LLC 660.01%0.03%0.04%Q4 2020Q1 20226
CENTRAL TRUST Co 550.00%0.00%0.00%Q3 2022Q3 20235
Wealthspire Advisors, L.P. 410.01%0.01%0.01%Q2 2018Q3 20205
Stratos Wealth Partners, LTD. 550.01%0.02%0.04%Q4 2020Q4 20215
Maven Securities LTD 310.00%0.01%0.05%Q4 2021Q3 20235
Brinker Capital Investments, LLC 550.08%0.16%0.20%Q2 2018Q2 20195
Strategic Wealth Partners, Ltd. 410.00%0.01%0.04%Q2 2018Q3 20195
Bank Julius Baer & Co. Ltd, Zurich 550.00%0.00%0.00%Q4 2020Q4 20215
WASHINGTON TRUST Co 320.00%0.00%0.00%Q1 2020Q3 20215
BALDWIN BROTHERS LLC/MA 550.00%0.01%0.01%Q4 2022Q4 20235
Concord Wealth Partners 410.00%0.01%0.02%Q2 2022Q3 20235
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Private Wealth Advisors, LLC 550.16%0.23%0.27%Q1 2021Q1 20225
Greenwich Wealth Management LLC 410.06%0.23%0.32%Q2 2019Q3 20235
Retirement Group, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Legacy Wealth Partners, Inc. 550.20%0.25%0.38%Q2 2020Q2 20215
TimeScale Financial, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Ancora Advisors LLC 550.00%0.00%0.00%Q2 2022Q2 20235
HRT FINANCIAL LP 210.00%0.04%0.09%Q3 2021Q3 20235
Steward Financial Group LLC 210.00%0.00%0.00%Q1 2022Q3 20235
Psagot Value Holdings Ltd. 550.22%1.04%1.94%Q3 2020Q3 20215
AlphaMark Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
LAKE STREET PRIVATE WEALTH, LLC 550.11%0.14%0.17%Q4 2020Q4 20215
Money Design Co.,Ltd. 550.00%0.25%0.40%Q3 2022Q3 20235
BECK CAPITAL MANAGEMENT, LLC 320.33%0.85%1.79%Q4 2020Q1 20235
Zullo Investment Group, Inc. 550.01%0.01%0.02%Q4 2021Q4 20225
Brendel Financial Advisors LLC 410.39%2.51%4.58%Q1 2020Q2 20215
Financial Management Professionals, Inc. 550.00%0.00%0.01%Q2 2021Q2 20225
Qube Research & Technologies Ltd 310.00%0.02%0.04%Q2 2021Q3 20235
Berkshire Bank 550.20%0.44%0.58%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Baker Avenue Asset Management, LP 410.00%0.01%0.05%Q4 2021Q3 20235
CastleArk Alternatives, LLC 550.01%1.55%4.64%Q3 2020Q3 20215
FLOW TRADERS U.S. LLC 320.03%0.08%0.15%Q2 2021Q3 20235
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q4 2021Q4 20225
EVOKE WEALTH, LLC 550.00%0.15%0.32%Q2 2021Q2 20225
SYCOMORE ASSET MANAGEMENT 410.26%0.36%0.63%Q4 2020Q1 20225
Shay Capital LLC 210.06%0.13%0.22%Q4 2020Q3 20214
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 441.06%2.84%3.65%Q4 2022Q3 20234
Cassady Schiller Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.01%0.04%0.06%Q4 2022Q3 20234
Glassman Wealth Services 440.00%0.00%0.00%Q4 2020Q3 20214
KCM INVESTMENT ADVISORS LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Arlington Capital Management, Inc. 444.93%9.43%12.54%Q1 2019Q4 20194
Gemmer Asset Management LLC 210.00%0.30%1.19%Q3 2019Q3 20234
DCM Advisors, LLC 440.10%0.18%0.31%Q4 2020Q3 20214
LifePro Asset Management 310.08%0.32%0.48%Q4 2021Q1 20234
Financial Freedom, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
LIBERTY WEALTH MANAGEMENT LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Cerity Partners LLC 210.00%0.00%0.01%Q1 2021Q1 20234
BlueCrest Capital Management Ltd 210.01%0.02%0.04%Q3 2020Q1 20234
DB Wealth Management Group, LLC 310.00%0.00%0.00%Q4 2021Q2 20234
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
IEQ CAPITAL, LLC 310.01%0.04%0.06%Q2 2021Q2 20224
Ironwood Financial, llc 440.01%0.01%0.01%Q4 2020Q3 20214
Winslow, Evans & Crocker, Inc. 220.01%0.02%0.04%Q2 2019Q4 20204
Stamos Capital Partners, L.P. 440.17%0.23%0.29%Q4 2020Q3 20214
RPg Family Wealth Advisory, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q1 2021Q4 20214
Colonial Trust Co / SC 440.00%0.01%0.01%Q4 2022Q3 20234
Brookstone Capital Management 440.01%0.02%0.03%Q4 2020Q3 20214
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.03%0.05%Q4 2020Q3 20234
PROFESSIONAL PLANNING 440.12%0.15%0.18%Q4 2020Q3 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Optiver Holding B.V. 310.00%0.00%0.00%Q1 2021Q1 20224
GTS SECURITIES LLC 220.01%0.01%0.01%Q2 2023Q3 20234
LMR Partners LLP 310.11%0.26%0.39%Q1 2022Q2 20234
Jacobi Capital Management LLC 440.00%0.00%0.01%Q4 2020Q3 20214
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2022Q3 20234
Stonehage Fleming Financial Services Holdings Ltd 440.00%0.00%0.01%Q2 2022Q1 20234
INFRASTRUCTURE CAPITAL ADVISORS, LLC 210.05%0.10%0.16%Q4 2020Q3 20214
VAN ECK ASSOCIATES CORP 440.00%0.00%0.00%Q2 2021Q1 20224
Migdal Insurance & Financial Holdings Ltd. 310.00%0.00%0.00%Q4 2021Q3 20234
MV CAPITAL MANAGEMENT, INC. 440.00%0.00%0.01%Q2 2021Q1 20224
Clarus Wealth Advisors 440.01%0.01%0.02%Q3 2018Q2 20194
Brevan Howard Capital Management LP 223.90%4.52%5.14%Q1 2021Q2 20214
Key Client Fiduciary Advisors, LLC 440.16%0.25%0.30%Q4 2022Q3 20234
ExodusPoint Capital Management, LP 110.02%0.08%0.14%Q4 2020Q3 20234
HARVEY CAPITAL MANAGEMENT INC 440.49%0.62%0.83%Q3 2020Q2 20214
CENTAURUS FINANCIAL, INC. 110.00%0.14%0.30%Q2 2018Q2 20214
BANK OF NOVA SCOTIA 440.01%0.01%0.01%Q3 2022Q2 20234
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Bison Wealth, LLC 440.02%0.02%0.03%Q4 2020Q3 20214
Bramshill Investments, LLC 310.03%0.05%0.12%Q2 2021Q3 20234
MIRABELLA FINANCIAL SERVICES LLP 210.09%0.28%0.52%Q4 2020Q2 20234
WFA of San Diego, LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Guild Investment Management, Inc. 442.56%2.89%3.07%Q2 2021Q1 20224
Truepoint, Inc. 440.05%0.07%0.08%Q4 2022Q3 20234
Bedel Financial Consulting, Inc. 440.00%0.00%0.00%Q3 2020Q2 20214
Vahanian & Associates Financial Planning Inc. 442.57%2.90%3.30%Q3 2022Q2 20234
GUGGENHEIM CAPITAL LLC 440.10%0.12%0.14%Q2 2018Q1 20194
Cyndeo Wealth Partners, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
Barrett Asset Management, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
WealthShield Partners, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.01%0.03%0.05%Q4 2020Q2 20213
Telemetry Investments, L.L.C. 330.28%0.46%0.60%Q1 2022Q3 20223
SPC Financial, Inc. 330.02%0.03%0.03%Q2 2021Q4 20213
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q2 2021Q3 20213
Tradewinds Capital Management, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Cannon Global Investment Management, LLC 330.77%10.45%28.73%Q4 2020Q2 20213
Newbridge Financial Services Group, Inc. 330.01%0.01%0.01%Q1 2022Q3 20223
WOLFF WIESE MAGANA LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Bienville Capital Management, LLC 330.03%0.09%0.18%Q1 2021Q3 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Crescent Capital Consulting, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
ALLIANCEBERNSTEIN L.P. 330.00%0.00%0.00%Q2 2022Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
TANDEM CAPITAL MANAGEMENT CORP /ADV 330.17%0.21%0.25%Q1 2023Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Penserra Capital Management LLC 210.00%0.03%0.04%Q2 2019Q2 20203
Dynamic Advisor Solutions LLC 210.02%0.04%0.08%Q4 2020Q3 20213
Hilltop Holdings Inc. 330.04%0.05%0.07%Q3 2020Q1 20213
SVB WEALTH LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Kalos Management, Inc. 330.07%0.07%0.07%Q4 2022Q2 20233
Proficio Capital Partners LLC 110.05%0.09%0.16%Q3 2020Q3 20223
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Y-Intercept (Hong Kong) Ltd 110.03%0.07%0.09%Q1 2021Q3 20233
Flagship Private Wealth, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
Solstein Capital, LLC 330.03%0.06%0.09%Q1 2021Q3 20213
BROWN ADVISORY INC 330.00%0.00%0.00%Q4 2020Q2 20213
Psagot Value Holdings Ltd. / (Israel) 210.00%0.07%0.22%Q3 2021Q4 20223
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q4 2020Q2 20223
Electron Capital Partners, LLC 110.89%2.73%5.68%Q3 2020Q3 20233
PFG Investments, LLC 330.33%0.42%0.51%Q1 2023Q3 20233
KINGDON CAPITAL MANAGEMENT, L.L.C. 220.30%1.52%2.92%Q1 2023Q2 20233
Sunbelt Securities, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 210.00%0.00%0.01%Q2 2018Q3 20213
NOMURA HOLDINGS INC 220.02%0.03%0.03%Q1 2021Q2 20213
Aptus Capital Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
Benedetti & Gucer, Inc. 330.13%0.16%0.19%Q3 2022Q1 20233
One Capital Management, LLC 330.01%0.01%0.02%Q3 2022Q1 20233
Grant/GrossMendelsohn, LLC 330.64%0.79%1.07%Q4 2020Q2 20213
Wealthfront Advisers LLC 330.00%0.00%0.00%Q1 2023Q3 20233
D. E. Shaw & Co., Inc. 330.00%0.00%0.01%Q1 2022Q3 20223
MARSHALL WACE, LLP 110.00%0.00%0.01%Q4 2020Q3 20223
Shamrock Asset Management LLC 330.31%0.44%0.66%Q2 2018Q4 20183
Fulcrum Equity Management 330.20%0.22%0.26%Q3 2020Q1 20213
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Wealthcare Advisory Partners LLC 210.00%0.00%0.01%Q2 2018Q1 20213
Columbus Macro, LLC 210.28%0.49%0.76%Q1 2021Q1 20223
Geier Asset Management, Inc. 330.15%0.17%0.21%Q4 2020Q2 20213
Carmel Capital Partners, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Spectrum Wealth Advisory Group, LLC 330.60%1.37%1.79%Q1 2021Q3 20213
IMC-Chicago, LLC 110.00%0.00%0.01%Q3 2021Q3 20233
WEBSTER BANK, N. A. 330.00%0.00%0.01%Q3 2018Q1 20193
IAM Advisory, LLC 330.38%0.42%0.50%Q3 2022Q1 20233
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
MONUMENTAL FINANCIAL GROUP INC. 110.02%0.03%0.07%Q2 2021Q1 20233
EASTERN BANK 330.04%0.04%0.05%Q2 2018Q4 20183
Nan Shan Life Insurance Co., Ltd. 330.03%0.05%0.07%Q1 2021Q3 20213
Worth Asset Management, LLC 330.00%0.01%0.02%Q3 2022Q1 20233
New England Investment & Retirement Group, Inc. 210.01%1.19%1.87%Q1 2020Q2 20213
L & S Advisors Inc 210.02%0.06%0.13%Q3 2021Q4 20223
Cavalry Management Group, LLC 330.04%0.09%0.13%Q2 2021Q4 20213
Coco Enterprises, LLC 334.30%4.96%5.81%Q4 2020Q2 20213
FOUNDERS FINANCIAL SECURITIES LLC 220.17%0.19%0.22%Q4 2020Q1 20212
Ibex Investors LLC 220.26%2.02%3.78%Q1 2021Q2 20212
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Capital CS Group, LLC 220.32%0.37%0.43%Q4 2020Q1 20212
Point72 Asset Management, L.P. 220.02%0.02%0.03%Q4 2022Q1 20232
Schonfeld Strategic Advisors LLC 110.02%0.06%0.10%Q1 2021Q4 20222
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q4 20182
Sugarloaf Wealth Management, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Ford Financial Group, LLC 110.01%0.01%0.01%Q2 2021Q4 20212
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20232
Strategic Advisors LLC 220.10%0.12%0.14%Q4 2020Q1 20212
Verition Fund Management LLC 110.01%0.02%0.03%Q4 2018Q3 20212
West Tower Group, LLC 220.06%0.21%0.36%Q2 2023Q3 20232
THOMPSON DAVIS & CO., INC. 110.24%0.31%0.38%Q4 2022Q2 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Quantitative Investment Management, LLC 110.01%0.02%0.02%Q2 2018Q1 20192
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
Lee Financial Co 110.00%0.00%0.00%Q2 2018Q3 20232
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 110.06%0.09%0.12%Q1 2021Q3 20222
Pine Valley Investments Ltd Liability Co 220.02%0.03%0.03%Q2 2023Q3 20232
Ahrens Investment Partners LLC 110.00%0.01%0.01%Q4 2021Q1 20232
Wealth Quarterback LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Eisler Capital (UK) Ltd. 220.05%0.06%0.08%Q2 2021Q3 20212
EXANE DERIVATIVES 220.10%0.13%0.16%Q3 2020Q4 20202
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q2 2021Q3 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Parker Investment Management, LLC 222.28%2.55%2.81%Q3 2020Q4 20202
NOMURA ASSET MANAGEMENT CO LTD 110.01%0.01%0.02%Q3 2020Q4 20212
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20222
Alpine Global Management, LLC 110.12%0.17%0.22%Q2 2021Q2 20222
Bellwether Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
BOKF, NA 110.01%0.01%0.01%Q1 2020Q1 20222
GREENWOOD CAPITAL ASSOCIATES LLC 220.11%0.11%0.11%Q2 2019Q3 20192
Rehmann Capital Advisory Group 220.00%0.00%0.01%Q1 2019Q2 20192
Venture Visionary Partners LLC 220.03%0.03%0.03%Q1 2022Q2 20222
Headlands Technologies LLC 110.04%0.06%0.08%Q4 2022Q3 20232
PHILADELPHIA TRUST CO 220.02%0.02%0.02%Q4 2020Q1 20212
Kaizen Financial Strategies 110.74%0.86%0.98%Q1 2021Q3 20212
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2018Q3 20222
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q2 2018Q3 20182
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q2 2018Q3 20182
Sowell Financial Services LLC 220.01%0.02%0.02%Q4 2020Q1 20212
Ulrich Consultants & Investment Group, LLC 222.37%2.95%3.52%Q2 2022Q3 20222
WESPAC Advisors, LLC 221.62%1.85%2.07%Q3 2022Q4 20222
Intrua Financial, LLC 221.03%1.19%1.34%Q2 2022Q3 20222
NIEMANN CAPITAL MANAGEMENT INC 223.99%4.02%4.04%Q2 2019Q3 20192
Cascadia Advisory Services, LLC 220.04%0.05%0.05%Q2 2021Q3 20212
Eschler Asset Management LLP 110.25%0.30%0.36%Q4 2021Q1 20232
J. Goldman & Co LP 110.02%0.17%0.32%Q2 2021Q4 20212
MARK SHEPTOFF FINANCIAL PLANNING, LLC 220.01%0.03%0.04%Q4 2020Q1 20212
Clark Capital Management Group, Inc. 110.02%0.04%0.06%Q1 2022Q3 20222
VitalStone Financial, LLC 110.00%0.00%0.01%Q4 2022Q2 20232
Rollins Financial 220.09%0.10%0.10%Q4 2022Q1 20232
WealthBridge Capital Management, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Friedenthal Financial 223.13%3.28%3.43%Q2 2022Q3 20222
ALTFEST L J & CO INC 220.28%0.30%0.31%Q2 2023Q3 20232
Trexquant Investment LP 110.02%0.04%0.05%Q4 2021Q4 20222
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 220.03%0.03%0.03%Q1 2022Q2 20222
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Dunhill Financial, LLC 220.30%0.31%0.32%Q2 2023Q3 20232
Vestpro Financial Partners, Inc. dba CPF Texas 220.00%0.00%0.01%Q2 2018Q3 20182
Greenland Capital Management LP 110.06%0.09%0.13%Q1 2023Q3 20232
Consolidated Portfolio Review Corp 220.08%0.09%0.10%Q2 2023Q3 20232
Elwood & Goetz Wealth Advisory Group, LLC 110.08%0.08%0.09%Q4 2020Q2 20212
Financial Services Advisory Inc 110.09%1.34%2.58%Q4 2020Q3 20222
Graves Light Lenhart Wealth, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2020Q3 20202
Covestor Ltd 110.00%0.01%0.02%Q4 2021Q4 20222
BARINGS LLC 220.20%0.25%0.30%Q4 2022Q1 20232
Empower Advisory Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CloudAlpha Capital Management Limited/Hong Kong 110.27%0.34%0.42%Q4 2020Q4 20202
Sutton Wealth Advisors Inc. 220.03%0.03%0.03%Q1 2016Q2 20162
WealthPlan Investment Management, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Exchange Capital Management, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
CHOREO, LLC 220.02%0.03%0.03%Q1 2023Q2 20232
First Allied Advisory Services, Inc. 110.00%0.01%0.01%Q3 2019Q3 20202
Meridian Wealth Management, LLC 220.10%0.29%0.47%Q4 2020Q1 20212
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
GREENWOOD GEARHART INC 220.85%0.96%1.08%Q2 2023Q3 20232
Noked Israel Ltd 113.25%3.25%3.25%Q3 2022Q3 20221
McGowan Group Asset Management, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Magnetar Financial LLC 110.00%0.00%0.00%Q2 2021Q2 20211
PINNBROOK CAPITAL MANAGEMENT LP 113.17%3.17%3.17%Q3 2022Q3 20221
Cresset Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MIK Capital, LP 112.10%2.10%2.10%Q2 2021Q2 20211
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
CAXTON ASSOCIATES LP 111.04%1.04%1.04%Q1 2021Q1 20211
Noked Capital LTD 111.41%1.41%1.41%Q3 2022Q3 20221
Kinloch Capital, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Elmwood Wealth Management, Inc. 110.38%0.38%0.38%Q3 2023Q3 20231
Congress Wealth Management LLC / DE / 110.26%0.26%0.26%Q4 2021Q4 20211
B, B, H, & B INC. 110.01%0.01%0.01%Q4 2020Q4 20201
Pensionmark Financial Group, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Better Money Decisions, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
DRW Securities, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Carmichael Hill & Associates, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2022Q1 20221
Permit Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
qPULA Trading Management LP 110.74%0.74%0.74%Q1 2021Q1 20211
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
INVESTMENT HOUSE LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Lion Point Capital, LP 115.94%5.94%5.94%Q4 2020Q4 20201
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Gilman Hill Asset Management, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Clearstead Trust, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Quintet Private Bank (Europe) S.A. 110.00%0.00%0.00%Q1 2023Q1 20231
Cordant, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Ergoteles LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Forefront Analytics, LLC 111.53%1.53%1.53%Q2 2021Q2 20211
WASHBURN CAPITAL MANAGEMENT, INC. 110.29%0.29%0.29%Q4 2020Q4 20201
Graham Capital Management, L.P. 110.26%0.26%0.26%Q4 2020Q4 20201
HEADINVEST, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TradeLink Capital LLC 1112.66%12.66%12.66%Q1 2021Q1 20211
Laurion Capital Management LP 110.01%0.01%0.01%Q3 2020Q3 20201
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
CNB Bank 110.00%0.00%0.00%Q4 2021Q4 20211
ROMAN BUTLER FULLERTON & CO 110.14%0.14%0.14%Q4 2020Q4 20201
FormulaFolio Investments, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
LPWM LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Transamerica Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
SCOPUS ASSET MANAGEMENT, L.P. 110.05%0.05%0.05%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ciovacco Capital Management LLC 111.11%1.11%1.11%Q4 2020Q4 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.04%0.04%0.04%Q4 2019Q4 20191
Sightline Wealth Advisors, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
TWO SIGMA SECURITIES, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
SYNOVUS FINANCIAL CORP 110.01%0.01%0.01%Q3 2022Q3 20221
Garden State Investment Advisory Services LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Investmark Advisory Group LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
K2 PRINCIPAL FUND, L.P. 110.18%0.18%0.18%Q4 2020Q4 20201
Certified Advisory Corp 110.00%0.00%0.00%Q1 2021Q1 20211
Stratos Wealth Advisors, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Marshall Wace North America L.P. 110.05%0.05%0.05%Q2 2021Q2 20211
Lehman & Derafelo Financial Resources LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Resurgent Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CAZ INVESTMENTS LP 110.37%0.37%0.37%Q1 2020Q1 20201
J Arnold Wealth Management Co 110.02%0.02%0.02%Q3 2021Q3 20211
WEXFORD CAPITAL LP 110.27%0.27%0.27%Q3 2022Q3 20221
Running Point Capital Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Simplicity Solutions, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Veritable, L.P. 110.00%0.00%0.00%Q4 2021Q4 20211
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Pinnacle Advisory Group, Inc. 110.15%0.15%0.15%Q2 2020Q2 20201
ANGELES WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Point72 Europe (London) LLP 110.29%0.29%0.29%Q3 2023Q3 20231
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2018Q2 20181
RMR Wealth Builders 110.04%0.04%0.04%Q1 2021Q1 20211
LGT Financial Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Financial Advocates Investment Management 110.02%0.02%0.02%Q4 2020Q4 20201
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Regal Investment Advisors LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Vigilare Wealth Management 110.15%0.15%0.15%Q1 2021Q1 20211
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
STATE OF WISCONSIN INVESTMENT BOARD 110.00%0.00%0.00%Q2 2019Q2 20191
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Cheyne Capital Management (UK) LLP 110.96%0.96%0.96%Q3 2020Q3 20201
Financial Gravity Asset Management, Inc. 110.26%0.26%0.26%Q3 2019Q3 20191
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q1 2022Q1 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Moss Adams Wealth Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MOORE CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q1 2021Q1 20211
DORCHESTER WEALTH MANAGEMENT Co 110.06%0.06%0.06%Q4 2020Q4 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.26%0.26%0.26%Q3 2022Q3 20221
Ground Swell Capital, LLC 111.24%1.24%1.24%Q2 2021Q2 20211
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
SPHERA FUNDS MANAGEMENT LTD. 111.27%1.27%1.27%Q2 2021Q2 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
F3Logic, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Sound Income Strategies, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Avidian Wealth Solutions, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
BESSEMER GROUP INC 110.22%0.22%0.22%Q1 2022Q1 20221
NewEdge Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
FMA ADVISORY INC 110.18%0.18%0.18%Q1 2021Q1 20211
OSTERWEIS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Pathway Financial Advisors LLC 110.01%0.01%0.01%Q2 2018Q2 20181
PEAPACK GLADSTONE FINANCIAL CORP 110.00%0.00%0.00%Q1 2023Q1 20231
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Tatro Capital, LLC 110.46%0.46%0.46%Q2 2021Q2 20211
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Gunderson Capital Management Inc. 110.23%0.23%0.23%Q2 2022Q2 20221
Del-Sette Capital Management, LLC 112.35%2.35%2.35%Q3 2022Q3 20221
LEVEL FOUR FINANCIAL, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Paradigm, Strategies in Wealth Management, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Beck Bode, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
SpiderRock Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Peregrine Asset Advisers, Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
SageGuard Financial Group, LLC 110.14%0.14%0.14%Q1 2021Q1 20211
Carroll Investors, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ellevest, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HOLDERNESS INVESTMENTS CO 110.07%0.07%0.07%Q2 2021Q2 20211
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
DIMENSION CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Cinctive Capital Management LP 110.02%0.02%0.02%Q2 2023Q2 20231
OLD MISSION CAPITAL, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
Southland Equity Partners LLC 110.16%0.16%0.16%Q3 2022Q3 20221
Hiddenite Capital Partners LP 114.33%4.33%4.33%Q3 2023Q3 20231
Derbend Asset Management 110.21%0.21%0.21%Q2 2021Q2 20211
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
DeepCurrents Investment Group LLC 110.12%0.12%0.12%Q3 2021Q3 20211
CAPITAL FUND MANAGEMENT S.A. 110.01%0.01%0.01%Q3 2022Q3 20221
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 115.04%5.04%5.04%Q2 2022Q2 20221
Melvin Capital Management LP 110.43%0.43%0.43%Q4 2020Q4 20201
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2021Q1 20211
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ARGI Investment Services, LLC 110.27%0.27%0.27%Q3 2021Q3 20211
CAROLINAS WEALTH CONSULTING LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Accuvest Global Advisors 110.13%0.13%0.13%Q1 2023Q1 20231
Itau Unibanco Holding S.A. 110.15%0.15%0.15%Q1 2021Q1 20211
Fortis Capital Management LLC 111.09%1.09%1.09%Q2 2021Q2 20211
AXXCESS WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Virtu Financial LLC 110.01%0.01%0.01%Q2 2018Q2 20181
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2021Q1 20211
Susquehanna International Group Ltd. 110.28%0.28%0.28%Q3 2021Q3 20211
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2021Q3 20211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Kingsview Wealth Management, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
BTG Pactual Global Asset Management Ltd 110.26%0.26%0.26%Q4 2020Q4 20201
PFG Advisors 110.02%0.02%0.02%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.04%0.04%0.04%Q1 2021Q1 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.