Invesco Exchange-Traded Self-Indexed Fund Trust - BSCV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | History | Added to | 10,453,481 | 174,520 | 1.25% | 1.2% | 1 | +541,413 | 5.46% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 6,129,247 | 102,327 | 0.01% | 0.0% | 2 | +2,096,838 | 52.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,011,623 | 66,974 | 0.02% | 0.02% | 3 | +266,794 | 7.12% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 3,683,355 | 61,493 | 0.02% | 0.02% | 4 | +149,128 | 4.22% | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 2,714,473 | 45,318 | 1.41% | 1.42% | 5 | +73,283 | 2.77% | Q4 2025 | Jan 06, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,389,461 | 39,892 | 2.32% | 1.94% | 6 | +407,958 | 20.59% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,203,067 | 36,780 | 0.69% | 0.61% | 7 | +245,251 | 12.53% | Q4 2025 | Feb 04, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 2,196,639 | 36,672 | 3.09% | 3.02% | 8 | +76,308 | 3.6% | Q4 2025 | Jan 15, 2026 |
| Invesco Ltd. | History | Added to | 2,004,761 | 33,469 | 0.01% | 0.01% | 9 | +98,632 | 5.17% | Q4 2025 | Feb 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,746,892 | 29,164 | 0.01% | 0.01% | 10 | +115,700 | 7.09% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,740,504 | 29,057 | 0.0% | 0.0% | 11 | +842,290 | 93.77% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,367,029 | 22,822 | 1.81% | 1.75% | 12 | +109,751 | 8.73% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 1,286,283 | 21,474 | 2.98% | 3.06% | 13 | +38,151 | 3.06% | Q4 2025 | Feb 02, 2026 |
| TruWealth Advisors, LLC | History | New | 1,277,144 | 21,321 | 1.04% | — | 14 | +1,277,144 | New | Q4 2025 | Jan 07, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,250,133 | 20,871 | 0.0% | — | 15 | +1,250,133 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,225,817 | 20,465 | 0.0% | 0.0% | 16 | +71,426 | 6.19% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,192,130 | 19,902 | 0.02% | 0.0% | 17 | +1,042,509 | 696.77% | Q4 2025 | Feb 13, 2026 |
| Headland Capital, LLC | History | Added to | 1,149,206 | 19,185 | 5.34% | 5.14% | 18 | +51,818 | 4.72% | Q4 2025 | Jan 28, 2026 |
| HUB Investment Partners, LLC | History | Added to | 996,015 | 16,628 | 0.43% | 0.07% | 19 | +870,807 | 695.49% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 951,917 | 15,892 | 0.02% | 0.02% | 20 | +40,542 | 4.45% | Q4 2025 | Feb 13, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 867,326 | 14,480 | 1.12% | 1.12% | 21 | -119,735 | -12.13% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 838,452 | 13,997 | 0.02% | 0.0% | 22 | +787,997 | 1561.78% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 832,156 | 13,892 | 0.08% | 0.07% | 23 | +180,100 | 27.62% | Q4 2025 | Feb 13, 2026 |
| Clark Asset Management, LLC | History | Added to | 769,745 | 12,850 | 1.33% | 1.21% | 24 | +146,642 | 23.53% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 699,390 | 11,676 | 0.03% | 0.03% | 25 | +51,889 | 8.01% | Q4 2025 | Feb 11, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 636,537 | 10,626 | 0.44% | 0.42% | 26 | +27,535 | 4.52% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 624,306 | 10,422 | 0.06% | 0.04% | 27 | +208,570 | 50.17% | Q4 2025 | Jan 29, 2026 |
| BCS Wealth Management | History | Added to | 620,872 | 10,365 | 1.05% | 1.08% | 28 | +334,466 | 116.78% | Q4 2025 | Jan 26, 2026 |
| AMJ Financial Wealth Management | History | Added to | 619,816 | 10,347 | 2.45% | 2.43% | 29 | +7,160 | 1.17% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | Added to | 609,442 | 10,174 | 0.03% | 0.03% | 30 | +86,961 | 16.64% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 574,549 | 9,592 | 0.01% | 0.0% | 31 | +551,028 | 2342.71% | Q4 2025 | Feb 18, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 557,146 | 9,301 | 2.78% | 2.72% | 32 | +29,941 | 5.68% | Q4 2025 | Jan 12, 2026 |
| Legacy Financial Group LLC | History | New | 550,382 | 9,169 | 1.13% | — | 33 | +550,382 | New | Q4 2025 | Feb 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 537,300 | 8,970 | 0.16% | 0.17% | 34 | +15,061 | 2.88% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 519,130 | 8,669 | 0.01% | 0.01% | 35 | +58,994 | 12.82% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | Added to | 496,329 | 8,286 | 0.54% | 0.45% | 36 | +94,091 | 23.39% | Q4 2025 | Jan 26, 2026 |
| Goepper Burkhardt LLC | History | Added to | 495,453 | 8,271 | 2.69% | 2.28% | 37 | +95,153 | 23.77% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 478,098 | 7,981 | 0.0% | 0.0% | 38 | +43,553 | 10.02% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 477,569 | 7,973 | 0.0% | 0.0% | 39 | +102,975 | 27.49% | Q4 2025 | Feb 17, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | New | 466,959 | 7,795 | 1.49% | — | 40 | +466,959 | New | Q4 2025 | Jan 26, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 426,463 | 7,119 | 0.82% | 0.83% | 41 | +19,823 | 4.87% | Q4 2025 | Jan 28, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 407,002 | 6,794 | 1.26% | 1.61% | 42 | -84,974 | -17.27% | Q4 2025 | Jan 14, 2026 |
| Align Financial, LLC | History | New | 6,628 | 6,628 | 0.0% | — | 43 | +6,628 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 390,931 | 6,526 | 0.02% | 0.01% | 44 | +54,542 | 16.21% | Q4 2025 | Feb 13, 2026 |
| Waycross Investment Management Co | History | Added to | 384,235 | 6,414 | 5.64% | 6.51% | 45 | +1,516 | 0.4% | Q4 2025 | Jan 08, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 363,932 | 6,075 | 2.13% | 1.94% | 46 | +88,718 | 32.24% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 340,639 | 5,792 | 0.03% | 0.03% | 47 | +75,437 | 28.45% | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | Added to | 342,512 | 5,718 | 1.28% | 1.26% | 48 | +17,060 | 5.24% | Q4 2025 | Feb 06, 2026 |
| NorthAvenue LLC | History | New | 282,129 | 4,710 | 3.9% | — | 49 | +282,129 | New | Q4 2025 | Apr 02, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | New | 275,640 | 4,602 | 0.1% | — | 50 | +275,640 | New | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 257,238 | 4,294 | 0.05% | 0.05% | 51 | +37,456 | 17.04% | Q4 2025 | Feb 05, 2026 |
| Straight Path Wealth Management | History | Added to | 249,269 | 4,161 | 1.12% | 1.02% | 52 | +22,454 | 9.9% | Q4 2025 | Feb 11, 2026 |
| Legacy CG, LLC | History | Added to | 239,712 | 4,001 | 1.12% | 1.05% | 53 | +16,846 | 7.56% | Q4 2025 | Jan 26, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 231,484 | 3,863 | 0.83% | 0.49% | 54 | +104,824 | 82.76% | Q4 2025 | Feb 13, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 226,352 | 3,778 | 2.18% | 1.33% | 55 | +91,681 | 68.08% | Q4 2025 | Jan 16, 2026 |
| Horizons Wealth Management | History | Added to | 216,296 | 3,611 | 2.37% | 1.08% | 56 | +121,493 | 128.15% | Q4 2025 | Jan 05, 2026 |
| Cetera Investment Advisers | History | Added to | 211,936 | 3,538 | 0.0% | 0.0% | 57 | +74,208 | 53.88% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Advisors | History | Added to | 205,306 | 3,427 | 0.26% | 0.18% | 58 | +67,514 | 49.0% | Q4 2025 | Feb 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 202,381 | 3,378 | 0.06% | 0.06% | 59 | +14,043 | 7.46% | Q4 2025 | Jan 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 195,241 | 3,259 | 0.0% | 0.0% | 60 | +25,942 | 15.32% | Q4 2025 | Feb 17, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 194,149 | 3,241 | 0.24% | 0.23% | 61 | +15,643 | 8.76% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 190,982 | 3,194 | 0.0% | 0.0% | 62 | +19,644 | 11.47% | Q4 2025 | Jan 08, 2026 |
| DAVIS R M INC | History | Added to | 189,508 | 3,163 | 0.05% | 0.03% | 63 | +74,239 | 64.41% | Q4 2025 | Feb 12, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 186,315 | 3,110 | 2.83% | 2.47% | 64 | +33,305 | 21.77% | Q4 2025 | Jan 15, 2026 |
| Farnam Financial LLC | History | Added to | 179,275 | 2,992 | 2.25% | 2.07% | 65 | +19,545 | 12.24% | Q4 2025 | Jan 26, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 176,242 | 2,942 | 1.75% | 1.58% | 66 | +23,264 | 15.21% | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Added to | 175,555 | 2,930 | 0.03% | 0.03% | 67 | +16,322 | 10.25% | Q4 2025 | Feb 05, 2026 |
| Opulen Financial Group LLC | History | Added to | 167,474 | 2,795 | 2.04% | 2.04% | 68 | +5,800 | 3.59% | Q4 2025 | Feb 10, 2026 |
| Carroll Advisory Group, LLC | History | New | 152,443 | 2,545 | 1.1% | — | 69 | +152,443 | New | Q4 2025 | Feb 09, 2026 |
| LeClair Wealth Partners LLC | History | New | 143,741 | 2,399 | 1.39% | — | 70 | +143,741 | New | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 127,819 | 2,133 | 0.01% | 0.01% | 71 | +6,040 | 4.96% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 125,129 | 2,089 | 0.0% | 0.0% | 72 | +29,526 | 30.88% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 119,191 | 1,989 | 0.01% | 0.01% | 73 | +22,231 | 22.93% | Q4 2025 | Feb 13, 2026 |
| Ellevest, Inc. | History | Added to | 115,860 | 1,934 | 0.27% | 0.25% | 74 | +11,047 | 10.54% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 113,670 | 1,898 | 0.01% | 0.0% | 75 | +33,488 | 41.76% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 112,251 | 1,874 | 0.01% | 0.01% | 76 | +50,794 | 82.65% | Q4 2025 | Feb 09, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 105,909 | 1,768 | 0.22% | 0.21% | 77 | +2,931 | 2.85% | Q4 2025 | Feb 09, 2026 |
| Carnegie Investment Counsel | History | Added to | 103,936 | 1,735 | 0.03% | 0.03% | 78 | +24,295 | 30.51% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Co / SC | History | Added to | 103,097 | 1,721 | 0.23% | 0.2% | 79 | +15,641 | 17.88% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 101,976 | 1,702 | 0.0% | 0.0% | 80 | +5,420 | 5.61% | Q4 2025 | Feb 12, 2026 |
| SFE Investment Counsel | History | Added to | 91,362 | 1,525 | 0.23% | 0.15% | 81 | +33,315 | 57.39% | Q4 2025 | Feb 05, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 88,164 | 1,471 | 0.35% | 0.37% | 82 | +1,000 | 1.15% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 87,468 | 1,460 | 0.01% | 0.01% | 83 | +6,007 | 7.37% | Q4 2025 | Feb 18, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 86,878 | 1,450 | 0.39% | 0.38% | 84 | +5,502 | 6.76% | Q4 2025 | Jan 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 85,289 | 1,423 | 0.03% | 0.03% | 85 | +145 | 0.17% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 83,022 | 1,386 | 0.02% | 0.02% | 86 | +5,695 | 7.36% | Q4 2025 | Jan 29, 2026 |
| River Wealth Advisors LLC | History | Added to | 78,851 | 1,316 | 0.15% | 0.15% | 87 | +4,192 | 5.61% | Q4 2025 | Feb 13, 2026 |
| Independence Bank of Kentucky | History | Added to | 76,281 | 1,273 | 0.16% | 0.16% | 88 | +973 | 1.29% | Q4 2025 | Jan 20, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 72,803 | 1,215 | 0.45% | 0.45% | 89 | +4,232 | 6.17% | Q4 2025 | Jan 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 71,450 | 1,192 | 0.02% | 0.0% | 90 | +58,011 | 431.66% | Q4 2025 | Feb 09, 2026 |
| Heritage Trust Co | History | Added to | 70,118 | 1,170 | 0.12% | 0.08% | 91 | +27,128 | 63.1% | Q4 2025 | Feb 10, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 63,662 | 1,062 | 0.96% | — | 92 | +63,662 | New | Q4 2025 | Feb 11, 2026 |
| Apeiron RIA LLC | History | Added to | 59,578 | 993 | 0.2% | 0.2% | 93 | +6,702 | 12.67% | Q4 2025 | Feb 03, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | New | 56,409 | 941 | 0.36% | — | 94 | +56,409 | New | Q4 2025 | Feb 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 54,811 | 915 | 0.01% | 0.0% | 95 | +34,185 | 165.74% | Q4 2025 | Feb 18, 2026 |
| Redmond Asset Management, LLC | History | Added to | 52,031 | 868 | 0.22% | 0.2% | 96 | +2,600 | 5.26% | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 48,925 | 816 | 0.07% | 0.06% | 97 | +11,642 | 31.23% | Q4 2025 | Jan 30, 2026 |
| Apella Capital, LLC | History | Added to | 48,642 | 812 | 0.02% | 0.02% | 98 | +408 | 0.85% | Q4 2025 | Jan 21, 2026 |
| FCA CORP /TX | History | Added to | 47,719 | 796 | 0.22% | 0.21% | 99 | +1,290 | 2.78% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 45,822 | 764 | 0.0% | 0.0% | 100 | +3,592 | 8.51% | Q4 2025 | Feb 10, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 44,444 | 741 | 0.43% | 0.44% | 101 | +3,280 | 7.97% | Q4 2025 | Feb 09, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 42,925 | 716 | 0.22% | 0.22% | 102 | +280 | 0.66% | Q4 2025 | Jan 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 41,252 | 688 | 0.0% | 0.0% | 103 | +2,059 | 5.25% | Q4 2025 | Feb 02, 2026 |
| Allen Capital Group, LLC | History | Added to | 37,659 | 628 | 0.06% | 0.06% | 104 | +1,950 | 5.46% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 37,600 | 627 | 0.0% | — | 105 | +37,600 | New | Q4 2025 | Mar 25, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 35,436 | 591 | 0.09% | 0.08% | 106 | +6,935 | 24.33% | Q4 2025 | Jan 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 35,441 | 591 | 0.01% | 0.01% | 107 | +194 | 0.55% | Q4 2025 | Jan 28, 2026 |
| VestGen Advisors, LLC | History | Reduced | 32,687 | 545 | 0.02% | 0.03% | 108 | -19,698 | -37.6% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 32,455 | 541 | 0.01% | 0.0% | 109 | +22,175 | 215.71% | Q4 2025 | Jan 20, 2026 |
| HANOVER ADVISORS INC | History | Added to | 32,038 | 534 | 0.21% | 0.19% | 110 | +2,179 | 7.3% | Q4 2025 | Feb 17, 2026 |
| Ironwood Financial, llc | History | Added to | 31,710 | 529 | 0.09% | 0.09% | 111 | +280 | 0.89% | Q4 2025 | Jan 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 30,433 | 508 | 0.01% | 0.0% | 112 | +6,913 | 29.39% | Q4 2025 | Feb 13, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 30,029 | 501 | 0.28% | 0.16% | 113 | +13,557 | 82.3% | Q4 2025 | Jan 30, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 28,090 | 468 | 0.02% | 0.02% | 114 | +240 | 0.86% | Q4 2025 | Jan 12, 2026 |
| Quartz Partners, LLC | History | Reduced | 27,942 | 466 | 0.17% | 0.19% | 115 | -3,032 | -9.79% | Q4 2025 | Feb 13, 2026 |
| Golden Reserve Retirement LLC | History | New | 27,545 | 459 | 0.08% | — | 116 | +27,545 | New | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 27,000 | 450 | 0.03% | — | 117 | +27,000 | New | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 26,072 | 435 | 0.0% | — | 118 | +26,072 | New | Q4 2025 | Feb 03, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 26,080 | 435 | 0.3% | 0.22% | 119 | +6,367 | 32.3% | Q4 2025 | Jan 26, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 25,542 | 426 | 0.05% | 0.05% | 120 | +425 | 1.69% | Q4 2025 | Jan 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 23,010 | 384 | 0.0% | 0.0% | 121 | +41 | 0.18% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Management, LLC / MS | History | New | 22,205 | 370 | 0.1% | — | 122 | +22,205 | New | Q4 2025 | Jan 05, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 20,775 | 346 | 0.12% | — | 123 | +20,775 | New | Q4 2025 | Mar 27, 2026 |
| YANKCOM Partnership | History | Added to | 20,733 | 346 | 0.15% | 0.12% | 124 | +4,792 | 30.06% | Q4 2025 | Jan 20, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | New | 20,510 | 342 | 0.15% | — | 125 | +20,510 | New | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Partners, LLC | History | New | 20,419 | 340 | 0.09% | — | 127 | +20,419 | New | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | No change | 20,420 | 340 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| XY Planning Network, Inc. | History | New | 19,317 | 322 | 0.06% | — | 128 | +19,317 | New | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 19,210 | 320 | 0.0% | 0.0% | 129 | +982 | 5.39% | Q4 2025 | Jan 13, 2026 |
| Capital Analysts, LLC | History | Added to | 19,068 | 318 | 0.01% | 0.01% | 130 | +2,812 | 17.3% | Q4 2025 | Feb 11, 2026 |
| Rothschild Wealth LLC | History | New | 18,484 | 308 | 0.03% | — | 131 | +18,484 | New | Q4 2025 | Feb 17, 2026 |
| Coastline Complete Wealth LLC | History | New | 18,402 | 307 | 0.19% | — | 132 | +18,402 | New | Q4 2025 | Feb 24, 2026 |
| ETF Store, Inc. | History | Added to | 18,196 | 303 | 0.31% | 0.3% | 133 | +1,114 | 6.52% | Q4 2025 | Jan 22, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 18,037 | 301 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 17,634 | 294 | 0.09% | 0.09% | 135 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wingate Wealth Advisors, Inc. | History | New | 17,605 | 293 | 0.16% | — | 136 | +17,605 | New | Q4 2025 | Jan 28, 2026 |
| Redwood Financial Network Corp | History | Added to | 17,453 | 291 | 0.19% | 0.17% | 137 | +1,743 | 11.09% | Q4 2025 | Feb 10, 2026 |
| Bill Few Associates, Inc. | History | Added to | 16,600 | 277 | 0.07% | 0.05% | 138 | +6,000 | 56.6% | Q4 2025 | Jan 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 16,450 | 274 | 0.0% | — | 139 | +16,450 | New | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | New | 16,445 | 274 | 0.02% | — | 140 | +16,445 | New | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 15,342 | 256 | 0.0% | — | 141 | +15,342 | New | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 15,366 | 256 | 0.05% | 0.06% | 142 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 15,000 | 250 | 0.05% | — | 143 | +15,000 | New | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 14,772 | 246 | 0.0% | 0.0% | 144 | +2,641 | 21.77% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 14,606 | 243 | 0.01% | 0.01% | 145 | +165 | 1.14% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 14,519 | 242 | 0.01% | 0.01% | 146 | +165 | 1.15% | Q4 2025 | Jan 09, 2026 |
| Accurate Wealth Management, LLC | History | New | 14,485 | 241 | 0.03% | — | 147 | +14,485 | New | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,236 | 237 | 0.0% | 0.0% | 148 | +12,307 | 638.0% | Q4 2025 | Feb 12, 2026 |
| JM2 Capital Inc. | History | New | 14,105 | 235 | 0.19% | — | 149 | +14,105 | New | Q4 2025 | Jan 23, 2026 |
| Tempo Wealth, LLC | History | New | 13,788 | 230 | 0.04% | — | 150 | +13,788 | New | Q4 2025 | Feb 25, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 13,335 | 222 | 0.0% | 0.0% | 151 | +124 | 0.94% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 13,146 | 219 | 0.0% | — | 152 | +13,146 | New | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 13,116 | 218 | 0.0% | 0.01% | 153 | -3,999 | -23.37% | Q4 2025 | Feb 09, 2026 |
| Compound Planning, Inc. | History | Reduced | 12,689 | 211 | 0.01% | 0.01% | 154 | -4,321 | -25.4% | Q4 2025 | Feb 19, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 12,092 | 201 | 0.01% | — | 155 | +12,092 | New | Q4 2025 | Jan 26, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 12,068 | 201 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 11,997 | 200 | 0.04% | — | 157 | +11,997 | New | Q4 2025 | Jan 09, 2026 |
| Darden Wealth Group Inc | History | No change | 12,000 | 200 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aprio Wealth Management, LLC | History | New | 11,657 | 194 | 0.01% | — | 159 | +11,657 | New | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 11,505 | 192 | 0.0% | 0.0% | 160 | +607 | 5.57% | Q4 2025 | Feb 17, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Reduced | 11,370 | 189 | 0.05% | 0.05% | 161 | -100 | -0.87% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,203 | 187 | 0.0% | 0.0% | 162 | +5,158 | 85.33% | Q4 2025 | Feb 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 10,926 | 182 | 0.0% | 0.0% | 163 | +332 | 3.13% | Q4 2025 | Feb 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 10,523 | 175 | 0.05% | — | 164 | +10,523 | New | Q4 2025 | Jan 12, 2026 |
| Key FInancial Inc | History | No change | 10,249 | 171 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 10,100 | 168 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Added to | 10,026 | 167 | 0.0% | 0.0% | 167 | +9,861 | 5976.36% | Q4 2025 | Jan 26, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 9,254 | 154 | 0.01% | 0.0% | 168 | +6,000 | 184.39% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Reduced | 9,051 | 151 | 0.0% | 0.0% | 169 | -26,126 | -74.27% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 8,420 | 140 | 0.0% | 0.0% | 170 | +1,799 | 27.17% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | No change | 6,240 | 104 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Marquette Asset Management, LLC | History | Added to | 5,626 | 93 | 0.01% | 0.01% | 172 | +275 | 5.14% | Q4 2025 | Jan 16, 2026 |
| EASTERN BANK | History | Reduced | 4,962 | 82 | 0.0% | 0.0% | 173 | -2,925 | -37.09% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4,007 | 66 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | No change | 3,882 | 64 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Davis Capital Management | History | No change | 3,179 | 53 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Laurel Wealth Advisors LLC | History | New | 3,000 | 50 | 0.01% | — | 177 | +3,000 | New | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,439 | 40 | 0.0% | 0.0% | 178 | +1,739 | 248.43% | Q4 2025 | Jan 23, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 2,198 | 36 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | New | 2,003 | 33 | 0.0% | — | 180 | +2,003 | New | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 1,800 | 30 | 0.0% | — | 181 | +1,800 | New | Q4 2025 | Feb 05, 2026 |
| Smithfield Trust Co | History | No change | 1,309 | 22 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,197 | 19 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Jessup Wealth Management, Inc | History | New | 906 | 15 | 0.0% | — | 184 | +906 | New | Q4 2025 | Feb 11, 2026 |
| RHL GROUP, LLC | History | New | 841 | 14 | 0.01% | — | 185 | +841 | New | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 739 | 12 | 0.0% | 0.0% | 186 | +239 | 47.8% | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 600 | 10 | 0.0% | — | 188 | +600 | New | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 603 | 10 | 0.0% | — | 187 | +578 | 2312.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 577 | 9 | 0.0% | — | 189 | +577 | New | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | New | 367 | 6 | 0.0% | — | 190 | +367 | New | Q4 2025 | Jan 16, 2026 |
| AE Wealth Management LLC | History | Reduced | 274 | 4 | 0.0% | 0.0% | 191 | -884 | -76.34% | Q4 2025 | Jan 26, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 100 | 1 | 0.0% | 0.0% | 192 | +1 | 1.01% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -237,324 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -186,487 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TLWM | History | Closed out | 0 | 0 | — | 0.19% | — | -63,041 | -100.0% | Q3 2025 | Oct 10, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -20,130 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,544 | -100.0% | Q3 2025 | Nov 18, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 25 | 0 | — | 0.0% | — | -2,604 | -99.05% | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Sound Income Strategies, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |