Invesco Exchange-Traded Self-Indexed Fund Trust - BSCW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 | 8,589,639 | 179,308 | 1.28% | 1.24% | 1 | +444,876 | 5.46% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 4,426,019 | 92,393 | 0.01% | 0.01% | 2 | +425,000 | 10.62% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,678,742 | 76,793 | 0.02% | 0.02% | 3 | +553,666 | 17.72% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,003,482 | 62,697 | 0.01% | 0.01% | 4 | +760,857 | 33.93% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,332,621 | 48,693 | 0.01% | 0.01% | 5 | +83,530 | 3.71% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,915,522 | 39,986 | 0.75% | 0.69% | 6 | +161,493 | 9.21% | Q4 2025 | Feb 04, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 1,859,240 | 38,811 | 3.27% | 1.28% | 7 | +1,143,235 | 159.67% | Q4 2025 | Jan 15, 2026 |
| Invesco Ltd. | History | Added to | 1,584,759 | 33,081 | 0.01% | 0.0% | 8 | +791,502 | 99.78% | Q4 2025 | Feb 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,341,937 | 28,012 | 0.04% | 0.0% | 9 | +1,263,909 | 1619.81% | Q4 2025 | Feb 18, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 1,123,485 | 23,452 | 1.82% | 1.81% | 10 | -155,987 | -12.19% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 943,805 | 19,701 | 0.11% | — | 11 | +943,805 | New | Q4 2025 | Feb 03, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 918,123 | 19,165 | 1.52% | 0.07% | 12 | +879,651 | 2286.47% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 812,834 | 16,968 | 0.0% | — | 13 | +812,834 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 777,901 | 16,238 | 0.0% | 0.0% | 14 | +698,333 | 877.66% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 754,543 | 15,751 | 0.0% | 0.0% | 15 | +44,169 | 6.22% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 749,390 | 15,643 | 0.02% | 0.02% | 16 | +31,942 | 4.45% | Q4 2025 | Feb 13, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 680,795 | 14,211 | 5.93% | 5.93% | 17 | +32,772 | 5.06% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 628,931 | 13,128 | 0.0% | 0.0% | 18 | +35,536 | 5.99% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 608,905 | 12,710 | 1.77% | 1.55% | 19 | +105,009 | 20.84% | Q4 2025 | Feb 02, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 549,097 | 11,462 | 3.48% | 3.32% | 20 | +28,056 | 5.38% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 514,764 | 10,867 | 0.06% | 0.07% | 21 | +17,109 | 3.44% | Q4 2025 | Feb 17, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 508,672 | 10,618 | 0.44% | 0.42% | 22 | +20,901 | 4.29% | Q4 2025 | Feb 11, 2026 |
| BCS Wealth Management | History | Added to | 494,136 | 10,315 | 1.04% | 1.11% | 23 | +258,987 | 110.14% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 461,927 | 9,645 | 0.01% | 0.01% | 24 | +60,681 | 15.12% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 429,175 | 8,959 | 0.03% | 0.02% | 25 | +59,349 | 16.05% | Q4 2025 | Feb 10, 2026 |
| Clark Asset Management, LLC | History | Added to | 418,701 | 8,740 | 0.91% | 0.82% | 26 | +82,203 | 24.43% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 350,659 | 7,320 | 0.02% | 0.02% | 27 | +32,619 | 10.26% | Q4 2025 | Feb 05, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 345,244 | 7,206 | 0.83% | 0.84% | 28 | +17,760 | 5.42% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Added to | 339,011 | 7,076 | 0.04% | 0.03% | 29 | +89,522 | 35.88% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 331,313 | 6,916 | 0.13% | 0.13% | 30 | +28,238 | 9.32% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 6,638 | 6,638 | 0.0% | — | 31 | +6,638 | New | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | Added to | 316,959 | 6,616 | 0.43% | 0.32% | 32 | +85,733 | 37.08% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 311,873 | 6,510 | 0.02% | 0.0% | 33 | +254,703 | 445.52% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 306,457 | 6,397 | 0.01% | 0.01% | 34 | +68,658 | 28.87% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 292,809 | 6,112 | 0.0% | 0.0% | 35 | +62,364 | 27.06% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 290,041 | 6,054 | 0.08% | 0.08% | 36 | +11,714 | 4.21% | Q4 2025 | Feb 09, 2026 |
| Addison Advisors LLC | History | Added to | 274,464 | 5,729 | 1.29% | 1.26% | 37 | +14,765 | 5.69% | Q4 2025 | Feb 06, 2026 |
| Goepper Burkhardt LLC | History | Added to | 269,300 | 5,621 | 1.83% | 0.51% | 38 | +197,776 | 276.52% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 214,658 | 4,480 | 0.0% | 0.0% | 39 | +161 | 0.08% | Q4 2025 | Feb 10, 2026 |
| NorthAvenue LLC | History | New | 213,890 | 4,464 | 3.7% | — | 40 | +213,890 | New | Q4 2025 | Apr 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 204,147 | 4,261 | 0.02% | 0.01% | 41 | +107,534 | 111.3% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 200,452 | 4,184 | 0.05% | 0.05% | 42 | +26,121 | 14.98% | Q4 2025 | Feb 05, 2026 |
| Legacy CG, LLC | History | Added to | 191,762 | 4,003 | 1.12% | 1.05% | 43 | +13,251 | 7.42% | Q4 2025 | Jan 26, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 181,311 | 3,784 | 2.18% | 2.11% | 44 | +10,927 | 6.41% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 165,608 | 3,457 | 0.0% | 0.0% | 45 | -7,290 | -4.22% | Q4 2025 | Feb 12, 2026 |
| Straight Path Wealth Management | History | Added to | 158,556 | 3,309 | 0.89% | 0.31% | 46 | +104,286 | 192.16% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 148,395 | 3,097 | 0.06% | — | 47 | +148,395 | New | Q4 2025 | Jan 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 148,036 | 3,090 | 0.0% | 0.0% | 48 | +9,344 | 6.74% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 140,297 | 2,928 | 0.03% | 0.03% | 49 | +12,881 | 10.11% | Q4 2025 | Feb 05, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 140,170 | 2,926 | 2.67% | 0.83% | 50 | +99,360 | 243.47% | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 138,660 | 2,894 | 0.0% | 0.0% | 51 | +86,684 | 166.78% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 136,319 | 2,845 | 0.0% | 0.0% | 52 | +39,281 | 40.48% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 131,778 | 2,750 | 0.0% | 0.0% | 53 | +77,019 | 140.65% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 131,204 | 2,744 | 0.0% | 0.0% | 54 | +19,028 | 16.96% | Q4 2025 | Jan 08, 2026 |
| Opulen Financial Group LLC | History | Added to | 120,718 | 2,519 | 1.83% | 1.81% | 55 | +6,518 | 5.71% | Q4 2025 | Feb 10, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 120,285 | 2,510 | 1.49% | 1.2% | 56 | +26,769 | 28.63% | Q4 2025 | Jan 21, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 116,675 | 2,435 | 0.18% | 0.18% | 57 | +2,970 | 2.61% | Q4 2025 | Feb 05, 2026 |
| Farnam Financial LLC | History | Added to | 115,881 | 2,419 | 1.82% | 1.71% | 58 | +10,701 | 10.17% | Q4 2025 | Jan 26, 2026 |
| LeClair Wealth Partners LLC | History | New | 114,843 | 2,397 | 1.39% | — | 59 | +114,843 | New | Q4 2025 | Feb 11, 2026 |
| EVEXIA WEALTH LLC | History | New | 109,899 | 2,302 | 0.64% | — | 60 | +109,899 | New | Q4 2025 | Jan 16, 2026 |
| Carroll Advisory Group, LLC | History | New | 109,603 | 2,287 | 0.99% | — | 61 | +109,603 | New | Q4 2025 | Feb 09, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 105,641 | 2,205 | 0.73% | 0.63% | 62 | +19,712 | 22.94% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 100,971 | 2,107 | 0.0% | 0.0% | 63 | +82,635 | 450.67% | Q4 2025 | Feb 02, 2026 |
| HUB Investment Partners, LLC | History | Added to | 98,567 | 2,057 | 0.05% | 0.07% | 64 | +2,605 | 2.71% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 97,884 | 2,043 | 0.06% | 0.02% | 65 | +62,121 | 173.7% | Q4 2025 | Jan 06, 2026 |
| Ellevest, Inc. | History | Added to | 92,999 | 1,941 | 0.27% | 0.25% | 66 | +9,594 | 11.5% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 92,331 | 1,927 | 0.06% | 0.05% | 67 | +5,398 | 6.21% | Q4 2025 | Jan 09, 2026 |
| DAVIS R M INC | History | Added to | 88,867 | 1,855 | 0.03% | 0.02% | 68 | +38,992 | 78.18% | Q4 2025 | Feb 12, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 81,711 | 1,705 | 0.21% | 0.2% | 69 | +3,245 | 4.14% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | New | 79,825 | 1,669 | 0.06% | — | 70 | +79,825 | New | Q4 2025 | Feb 13, 2026 |
| Carnegie Investment Counsel | History | Added to | 75,994 | 1,586 | 0.03% | 0.01% | 71 | +53,772 | 241.98% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 69,675 | 1,454 | 0.02% | 0.02% | 72 | +5,798 | 9.08% | Q4 2025 | Jan 29, 2026 |
| River Wealth Advisors LLC | History | Added to | 68,425 | 1,428 | 0.16% | 0.15% | 73 | +8,802 | 14.76% | Q4 2025 | Feb 13, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 66,961 | 1,397 | 0.38% | 0.36% | 74 | +4,648 | 7.46% | Q4 2025 | Jan 13, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 66,343 | 1,384 | 0.33% | 0.35% | 75 | +780 | 1.19% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 65,039 | 1,357 | 0.0% | 0.0% | 76 | +12,845 | 24.61% | Q4 2025 | Feb 17, 2026 |
| Horizons Wealth Management | History | Added to | 61,823 | 1,290 | 0.85% | 0.09% | 77 | +55,463 | 872.06% | Q4 2025 | Jan 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 61,180 | 1,277 | 0.0% | 0.0% | 78 | +14,159 | 30.11% | Q4 2025 | Feb 13, 2026 |
| Independence Bank of Kentucky | History | Added to | 61,112 | 1,275 | 0.16% | 0.16% | 79 | +676 | 1.12% | Q4 2025 | Jan 20, 2026 |
| Colonial Trust Advisors | History | Added to | 58,969 | 1,230 | 0.09% | 0.07% | 80 | +17,683 | 42.83% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 56,158 | 1,172 | 0.0% | 0.0% | 81 | +15,731 | 38.91% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 55,893 | 1,167 | 0.04% | 0.07% | 82 | -25,878 | -31.65% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 55,619 | 1,161 | 0.0% | 0.01% | 83 | +999 | 1.83% | Q4 2025 | Feb 13, 2026 |
| JPL Wealth Management, LLC | History | Added to | 55,505 | 1,158 | 0.28% | 0.22% | 84 | +10,106 | 22.26% | Q4 2025 | Feb 12, 2026 |
| Apeiron RIA LLC | History | New | 51,034 | 1,063 | 0.22% | — | 85 | +51,034 | New | Q4 2025 | Feb 03, 2026 |
| Redmond Asset Management, LLC | History | Added to | 46,913 | 979 | 0.25% | 0.23% | 86 | +1,450 | 3.19% | Q4 2025 | Feb 09, 2026 |
| HEADINVEST, LLC | History | Reduced | 46,086 | 962 | 0.19% | 0.21% | 87 | -3,061 | -6.23% | Q4 2025 | Feb 02, 2026 |
| Colonial Trust Co / SC | History | Added to | 43,779 | 913 | 0.12% | 0.1% | 88 | +8,687 | 24.75% | Q4 2025 | Feb 12, 2026 |
| EVERPAR ADVISORS LLC | History | New | 42,408 | 885 | 0.33% | — | 89 | +42,408 | New | Q4 2025 | Jan 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 40,934 | 840 | 0.02% | 0.02% | 90 | +204 | 0.5% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 35,002 | 730 | 0.0% | 0.0% | 91 | +21,108 | 151.92% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | New | 34,676 | 723 | 0.05% | — | 92 | +34,676 | New | Q4 2025 | Jan 29, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 33,941 | 708 | 0.41% | 0.46% | 93 | -504 | -1.46% | Q4 2025 | Feb 09, 2026 |
| FCA CORP /TX | History | Added to | 33,906 | 707 | 0.2% | 0.19% | 94 | +1,260 | 3.86% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 33,763 | 704 | 0.0% | — | 95 | +33,763 | New | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 31,343 | 654 | 0.02% | 0.02% | 96 | -377 | -1.19% | Q4 2025 | Jan 28, 2026 |
| Allen Capital Group, LLC | History | Added to | 30,040 | 627 | 0.06% | 0.06% | 97 | +1,518 | 5.32% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 29,622 | 618 | 0.0% | 0.0% | 98 | +3,447 | 13.17% | Q4 2025 | Feb 09, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 24,715 | 515 | 0.08% | 0.05% | 99 | +10,015 | 68.13% | Q4 2025 | Jan 08, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 23,738 | 495 | 0.12% | 0.17% | 100 | -8,462 | -26.28% | Q4 2025 | Jan 02, 2026 |
| HANOVER ADVISORS INC | History | Added to | 23,121 | 482 | 0.19% | 0.17% | 101 | +1,865 | 8.77% | Q4 2025 | Feb 17, 2026 |
| Quartz Partners, LLC | History | Reduced | 22,257 | 464 | 0.17% | 0.19% | 102 | -2,411 | -9.77% | Q4 2025 | Feb 13, 2026 |
| Golden Reserve Retirement LLC | History | New | 21,973 | 458 | 0.08% | — | 103 | +21,973 | New | Q4 2025 | Jan 29, 2026 |
| GTS SECURITIES LLC | History | New | 21,905 | 457 | 0.02% | — | 104 | +21,905 | New | Q4 2025 | Feb 13, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 21,333 | 445 | 0.13% | 0.14% | 105 | +232 | 1.1% | Q4 2025 | Jan 28, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 20,340 | 424 | 0.05% | 0.05% | 106 | +226 | 1.12% | Q4 2025 | Jan 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 19,974 | 416 | 0.02% | 0.02% | 107 | -6,498 | -24.55% | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | Reduced | 17,677 | 369 | 0.01% | 0.01% | 108 | -3,268 | -15.6% | Q4 2025 | Jan 14, 2026 |
| Heritage Trust Co | History | New | 17,012 | 355 | 0.04% | — | 109 | +17,012 | New | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 17,014 | 355 | 0.0% | 0.0% | 110 | +201 | 1.2% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Partners, LLC | History | New | 16,749 | 349 | 0.09% | — | 111 | +16,749 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 16,418 | 342 | 0.0% | 0.0% | 112 | +34 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 15,132 | 315 | 0.07% | 0.07% | 113 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DOVER ADVISORS, LLC | History | No change | 14,724 | 307 | 0.12% | 0.12% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Management, LLC / MS | History | New | 14,285 | 298 | 0.08% | — | 115 | +14,285 | New | Q4 2025 | Jan 05, 2026 |
| Compound Planning, Inc. | History | Reduced | 14,135 | 295 | 0.01% | 0.01% | 116 | -5,554 | -28.21% | Q4 2025 | Feb 19, 2026 |
| YANKCOM Partnership | History | Added to | 14,111 | 294 | 0.13% | 0.1% | 117 | +3,833 | 37.29% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 13,746 | 286 | 0.0% | 0.0% | 118 | +677 | 5.18% | Q4 2025 | Jan 13, 2026 |
| Diversified Portfolios, Inc. | History | New | 13,099 | 273 | 0.02% | — | 119 | +13,099 | New | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 12,685 | 264 | 0.02% | 0.03% | 120 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Added to | 12,326 | 257 | 0.21% | 0.21% | 121 | +50 | 0.41% | Q4 2025 | Feb 10, 2026 |
| Redwood Financial Network Corp | History | Added to | 12,309 | 256 | 0.16% | 0.14% | 122 | +1,398 | 12.81% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | New | 12,000 | 250 | 0.01% | — | 123 | +12,000 | New | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 11,926 | 249 | 0.01% | 0.01% | 124 | +70 | 0.59% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | New | 11,805 | 246 | 0.0% | — | 125 | +11,805 | New | Q4 2025 | Feb 13, 2026 |
| ETF Store, Inc. | History | Added to | 11,794 | 246 | 0.25% | 0.24% | 126 | +894 | 8.2% | Q4 2025 | Jan 22, 2026 |
| Davis Capital Management | History | Added to | 11,602 | 242 | 0.17% | 0.17% | 127 | +117 | 1.02% | Q4 2025 | Jan 28, 2026 |
| ORG Partners LLC | History | Added to | 11,247 | 234 | 0.04% | 0.04% | 128 | +488 | 4.54% | Q4 2025 | Jan 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,617 | 221 | 0.0% | — | 129 | +10,617 | New | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,096 | 210 | 0.0% | 0.0% | 130 | +255 | 2.59% | Q4 2025 | Feb 18, 2026 |
| Darden Wealth Group Inc | History | No change | 10,000 | 208 | 0.1% | 0.11% | 131 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 9,933 | 207 | 0.05% | 0.06% | 132 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 9,794 | 204 | 0.0% | — | 133 | +9,794 | New | Q4 2025 | Feb 03, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 9,536 | 199 | 0.0% | 0.0% | 134 | +79 | 0.84% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | No change | 9,174 | 191 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Front Row Advisors LLC | History | No change | 8,326 | 173 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 8,053 | 168 | 0.01% | 0.0% | 137 | +5,500 | 215.43% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,727 | 161 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 6,988 | 145 | 0.0% | 0.01% | 139 | -430 | -5.8% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 6,442 | 134 | 0.0% | 0.0% | 140 | +2,500 | 63.42% | Q4 2025 | Jan 29, 2026 |
| Marquette Asset Management, LLC | History | Added to | 4,882 | 101 | 0.01% | 0.01% | 141 | +314 | 6.87% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,439 | 92 | 0.0% | 0.0% | 142 | -2,488 | -35.92% | Q4 2025 | Feb 09, 2026 |
| Bank of New Hampshire | History | New | 3,800 | 79 | 0.02% | — | 143 | +3,800 | New | Q4 2025 | Mar 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,438 | 71 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,729 | 56 | 0.0% | 0.0% | 145 | +32 | 1.19% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,861 | 38 | 0.0% | 0.0% | 146 | -52,741 | -96.59% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 1,825 | 38 | 0.0% | 0.0% | 147 | +1,723 | 1689.22% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | No change | 1,800 | 37 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 1,749 | 36 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 1,653 | 35 | 0.0% | 0.0% | 151 | +463 | 38.91% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,696 | 35 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | No change | 1,039 | 22 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 475 | 9 | 0.0% | — | 153 | +475 | New | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | New | 239 | 4 | 0.0% | — | 154 | +239 | New | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 131 | 2 | 0.0% | 0.0% | 155 | +2 | 1.55% | Q4 2025 | Feb 13, 2026 |
| TLWM | History | Closed out | 0 | 0 | — | 0.26% | — | -69,865 | -100.0% | Q3 2025 | Oct 10, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -16,798 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,424 | -100.0% | Q3 2025 | Nov 18, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -3,311 | -99.91% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 10, 2025 |