Invesco Exchange-Traded Self-Indexed Fund Trust - BSJQ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mirador Capital Partners LP | History | Added to | 3,330,117 | 77,724 | 10.65% | 10.08% | 1 | +293,174 | 9.65% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Added to | 2,389,972 | 55,781 | 0.02% | 0.01% | 2 | +216,248 | 9.95% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 2,365,051 | 55,200 | 0.01% | 0.01% | 3 | -41,092 | -1.71% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 1,549,518 | 36,165 | 0.0% | 0.0% | 4 | -21,038 | -1.34% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,198,512 | 27,973 | 0.03% | 0.04% | 5 | -363,773 | -23.28% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,116,321 | 26,054 | 0.01% | 0.01% | 6 | -232,484 | -17.24% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,033,370 | 24,118 | 0.0% | 0.0% | 7 | -45,043 | -4.18% | Q4 2025 | Feb 13, 2026 |
| Delta Investment Management, LLC | History | Reduced | 992,580 | 23,166 | 4.02% | 4.27% | 8 | -26,477 | -2.6% | Q4 2025 | Jan 30, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 906,565 | 21,159 | 1.24% | 1.25% | 9 | +16,712 | 1.88% | Q4 2025 | Jan 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 735,538 | 17,167 | 3.94% | 3.8% | 10 | +58,951 | 8.71% | Q4 2025 | Jan 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 715,471 | 16,699 | 0.41% | 0.43% | 11 | +707 | 0.1% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 669,888 | 15,636 | 0.02% | 0.02% | 12 | -8,524 | -1.26% | Q4 2025 | Feb 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 539,160 | 12,584 | 0.11% | 0.13% | 13 | +29,241 | 5.73% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 517,592 | 12,080 | 0.4% | 0.45% | 14 | -29,822 | -5.45% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 497,895 | 11,620 | 0.13% | 0.11% | 15 | +70,969 | 16.62% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 461,927 | 10,781 | 0.01% | 0.01% | 16 | +32,914 | 7.67% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 447,508 | 10,444 | 0.0% | 0.0% | 17 | -1,237 | -0.28% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning, LLC | History | New | 436,296 | 10,193 | 2.37% | — | 18 | +436,296 | New | Q4 2025 | Mar 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 435,713 | 10,169 | 0.02% | 0.02% | 19 | +25,932 | 6.33% | Q4 2025 | Feb 18, 2026 |
| Advisory Alpha, LLC | History | Reduced | 428,950 | 10,011 | 0.27% | 0.28% | 20 | -1,033 | -0.24% | Q4 2025 | Feb 06, 2026 |
| Ironwood Financial, llc | History | Reduced | 426,770 | 9,962 | 1.69% | 1.96% | 21 | -45,410 | -9.62% | Q4 2025 | Jan 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 408,944 | 9,544 | 0.06% | 0.06% | 22 | +56,630 | 16.07% | Q4 2025 | Feb 17, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 387,381 | 9,041 | 1.21% | — | 23 | +387,381 | New | Q4 2025 | Feb 10, 2026 |
| Leo Wealth, LLC | History | New | 363,358 | 8,480 | 0.62% | — | 24 | +363,358 | New | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | Added to | 352,683 | 8,232 | 0.02% | 0.02% | 25 | +60,546 | 20.73% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Added to | 351,032 | 8,193 | 0.26% | 0.26% | 26 | +1,055 | 0.3% | Q4 2025 | Jan 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 344,061 | 8,030 | 0.2% | 0.16% | 27 | +74,327 | 27.56% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Group LLC | History | Reduced | 335,035 | 7,796 | 0.96% | 2.24% | 28 | -397,203 | -54.25% | Q4 2025 | Feb 05, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 308,433 | 7,198 | 3.09% | 2.43% | 29 | -9,798 | -3.08% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 302,627 | 7,063 | 0.02% | 0.02% | 30 | +31,143 | 11.47% | Q4 2025 | Feb 13, 2026 |
| SFE Investment Counsel | History | Reduced | 300,632 | 7,016 | 1.07% | 1.16% | 31 | -10,607 | -3.41% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 299,198 | 6,983 | 0.01% | 0.01% | 32 | +15,403 | 5.43% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 298,271 | 6,962 | 0.02% | 0.03% | 33 | -125,387 | -29.6% | Q4 2025 | Jan 26, 2026 |
| BANTA ASSET MANAGEMENT LP | History | New | 293,985 | 6,861 | 6.26% | — | 34 | +293,985 | New | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 279,064 | 6,513 | 0.0% | 0.0% | 35 | +57,688 | 26.06% | Q4 2025 | Feb 17, 2026 |
| Ark Wealth Advisors LLC | History | New | 277,039 | 6,466 | 6.96% | — | 36 | +277,039 | New | Q4 2025 | Feb 18, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 231,893 | 5,412 | 1.08% | 1.02% | 37 | +19,328 | 9.09% | Q4 2025 | Jan 27, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 215,408 | 5,028 | 1.33% | 1.42% | 38 | -4,853 | -2.2% | Q4 2025 | Feb 09, 2026 |
| Oder Investment Management, LLC | History | Reduced | 203,835 | 4,757 | 3.45% | 3.45% | 39 | -1,236 | -0.6% | Q4 2025 | Feb 12, 2026 |
| Intrua Financial, LLC | History | Reduced | 201,095 | 4,693 | 0.5% | 0.59% | 40 | -29,932 | -12.96% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 199,664 | 4,660 | 0.1% | 0.09% | 41 | +24,500 | 13.99% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 192,645 | 4,496 | 0.0% | 0.0% | 42 | +19,755 | 11.43% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 180,803 | 4,219 | 0.06% | 0.06% | 43 | +5,449 | 3.11% | Q4 2025 | Feb 10, 2026 |
| Stablepoint Partners, LLC | History | Added to | 180,256 | 4,207 | 0.66% | 0.61% | 44 | +16,509 | 10.08% | Q4 2025 | Jan 13, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 178,097 | 4,156 | 1.81% | 1.34% | 45 | +53,169 | 42.56% | Q4 2025 | Jan 29, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 177,299 | 4,138 | 0.59% | 0.57% | 46 | +9,249 | 5.5% | Q4 2025 | Jan 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 172,510 | 4,026 | 0.0% | 0.0% | 47 | +71,343 | 70.52% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 169,882 | 3,965 | 0.07% | 0.07% | 48 | +3,969 | 2.39% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | New | 169,490 | 3,955 | 0.0% | — | 49 | +169,490 | New | Q4 2025 | Feb 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 168,676 | 3,936 | 0.74% | — | 50 | +168,676 | New | Q4 2025 | Jan 28, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 166,212 | 3,879 | 0.32% | 0.35% | 51 | +7,254 | 4.56% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 159,079 | 3,712 | 0.04% | 0.03% | 52 | -8,138 | -4.87% | Q4 2025 | Feb 13, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 155,245 | 3,623 | 0.8% | 0.81% | 53 | -3,296 | -2.08% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 153,494 | 3,582 | 0.02% | 0.01% | 54 | +113,082 | 279.82% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 150,472 | 3,512 | 0.02% | 0.02% | 55 | -3,130 | -2.04% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 137,514 | 3,209 | 0.41% | 0.35% | 56 | +25,109 | 22.34% | Q4 2025 | Jan 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 136,955 | 3,196 | 1.15% | 1.03% | 57 | +15,400 | 12.67% | Q4 2025 | Jan 22, 2026 |
| River Street Advisors LLC | History | Reduced | 132,921 | 3,102 | 1.16% | 1.29% | 58 | -9,461 | -6.64% | Q4 2025 | Jan 26, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 125,580 | 2,931 | 1.66% | 1.44% | 59 | +25,078 | 24.95% | Q4 2025 | Feb 09, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 125,896 | 2,930 | 1.98% | — | 60 | +125,896 | New | Q4 2025 | Feb 10, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 125,392 | 2,926 | 0.08% | 0.13% | 61 | -45,624 | -26.68% | Q4 2025 | Feb 17, 2026 |
| Horizons Wealth Management | History | Added to | 120,490 | 2,812 | 1.84% | 1.84% | 62 | +5,201 | 4.51% | Q4 2025 | Jan 05, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 106,704 | 2,490 | 1.53% | 1.71% | 63 | -16,925 | -13.69% | Q4 2025 | Jan 29, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 99,693 | 2,326 | 1.22% | — | 64 | +99,693 | New | Q4 2025 | Feb 12, 2026 |
| Paradiem, LLC | History | No change | 94,964 | 2,216 | 0.53% | 0.52% | 65 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 94,009 | 2,194 | 0.0% | — | 66 | +94,009 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 92,918 | 2,169 | 0.0% | — | 67 | +92,918 | New | Q4 2025 | Feb 05, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 90,831 | 2,119 | 0.41% | 0.36% | 68 | -1,204 | -1.31% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 87,901 | 2,051 | 0.01% | 0.01% | 69 | +6,372 | 7.82% | Q4 2025 | Feb 13, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 85,679 | 1,999 | 0.74% | 0.66% | 70 | +12,539 | 17.14% | Q4 2025 | Feb 04, 2026 |
| AA Financial Advisors, LLC | History | Added to | 85,397 | 1,993 | 0.37% | 0.36% | 71 | +7,404 | 9.49% | Q4 2025 | Jan 14, 2026 |
| Invesco Ltd. | History | Added to | 82,636 | 1,928 | 0.0% | 0.0% | 72 | +479 | 0.58% | Q4 2025 | Feb 19, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 80,947 | 1,889 | 0.04% | 0.02% | 73 | +29,915 | 58.62% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 76,888 | 1,794 | 0.01% | 0.01% | 74 | +1,142 | 1.51% | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 72,910 | 1,701 | 0.01% | 0.01% | 75 | +9,205 | 14.45% | Q4 2025 | Feb 12, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 71,999 | 1,680 | 0.48% | 0.52% | 76 | -3,934 | -5.18% | Q4 2025 | Jan 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 69,661 | 1,625 | 0.0% | 0.0% | 77 | -337,675 | -82.9% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 67,858 | 1,583 | 0.04% | 0.04% | 78 | +1,065 | 1.59% | Q4 2025 | Jan 28, 2026 |
| Vantage Point Financial LLC | History | Reduced | 63,866 | 1,490 | 0.53% | 0.6% | 79 | -2,680 | -4.03% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 62,369 | 1,455 | 0.01% | 0.01% | 80 | -16,021 | -20.44% | Q4 2025 | Jan 27, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 61,989 | 1,446 | 0.39% | 0.23% | 81 | +164 | 0.27% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 60,518 | 1,412 | 0.0% | 0.0% | 82 | +4,556 | 8.14% | Q4 2025 | Feb 05, 2026 |
| Montis Financial, LLC | History | Added to | 58,733 | 1,370 | 0.27% | 0.28% | 83 | +6,304 | 12.02% | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | Added to | 58,568 | 1,366 | 0.25% | 0.22% | 84 | +8,120 | 16.1% | Q4 2025 | Feb 09, 2026 |
| Sound Stewardship, LLC | History | Added to | 56,306 | 1,314 | 0.63% | 0.59% | 85 | +3,493 | 6.61% | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 55,940 | 1,305 | 0.0% | 0.0% | 86 | -68,055 | -54.89% | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 55,010 | 1,283 | 0.07% | 0.08% | 87 | -1,492 | -2.64% | Q4 2025 | Jan 29, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 54,719 | 1,277 | 0.74% | 0.76% | 88 | +114 | 0.21% | Q4 2025 | Jan 16, 2026 |
| Altrius Capital Management Inc | History | Reduced | 52,955 | 1,235 | 0.26% | 0.3% | 89 | -2,510 | -4.53% | Q4 2025 | Feb 02, 2026 |
| EVEXIA WEALTH LLC | History | Reduced | 52,457 | 1,224 | 0.34% | 0.94% | 90 | -82,480 | -61.12% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 52,384 | 1,222 | 0.01% | — | 91 | +52,384 | New | Q4 2025 | Feb 05, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 47,031 | 1,097 | 0.07% | 0.07% | 92 | +1,152 | 2.51% | Q4 2025 | Feb 18, 2026 |
| BROWN ADVISORY INC | History | No change | 45,180 | 1,054 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 44,716 | 1,043 | 0.03% | 0.18% | 94 | -232,786 | -83.89% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 43,504 | 1,015 | 0.0% | 0.0% | 95 | +6,794 | 18.51% | Q4 2025 | Jan 08, 2026 |
| Kovack Advisors, Inc. | History | New | 43,004 | 1,003 | 0.05% | — | 96 | +43,004 | New | Q4 2025 | Feb 17, 2026 |
| Ballew Advisors, Inc | History | No change | 42,049 | 982 | 0.55% | 0.55% | 97 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Brookstone Capital Management | History | Added to | 38,344 | 894 | 0.01% | 0.01% | 98 | +6,699 | 21.17% | Q4 2025 | Jan 15, 2026 |
| Wagner Wealth Management, Corp | History | New | 35,584 | 830 | 0.82% | — | 99 | +35,584 | New | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 34,749 | 811 | 0.04% | 0.03% | 100 | +10,210 | 41.61% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 35,116 | 805 | 0.02% | 0.01% | 101 | +2,334 | 7.12% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 33,242 | 775 | 0.01% | 0.02% | 102 | +894 | 2.76% | Q4 2025 | Jan 16, 2026 |
| SEMITAM BONAM LLC | History | Added to | 32,752 | 764 | 0.64% | 0.63% | 103 | +2,382 | 7.84% | Q4 2025 | Jan 20, 2026 |
| IRON Financial LLC | History | Added to | 31,906 | 744 | 0.34% | 0.29% | 104 | +6,063 | 23.46% | Q4 2025 | Jan 22, 2026 |
| BXM Wealth LLC | History | Added to | 31,686 | 739 | 0.57% | 0.37% | 105 | +15,109 | 91.14% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 31,052 | 724 | 0.0% | 0.0% | 106 | -685 | -2.16% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 30,287 | 707 | 0.02% | 0.02% | 107 | -3,653 | -10.76% | Q4 2025 | Feb 11, 2026 |
| Axim Planning & Wealth | History | Added to | 29,897 | 697 | 0.73% | 0.48% | 108 | +3,953 | 15.24% | Q4 2025 | Feb 13, 2026 |
| Livet Wealth, LLC | History | New | 29,407 | 686 | 0.42% | — | 109 | +29,407 | New | Q4 2025 | Feb 13, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 29,351 | 685 | 0.41% | 0.47% | 110 | -3,325 | -10.18% | Q4 2025 | Jan 21, 2026 |
| Cloud Capital Management, LLC | History | New | 26,496 | 618 | 0.29% | — | 111 | +26,496 | New | Q4 2025 | Feb 12, 2026 |
| Net Worth Advisory Group | History | Added to | 25,991 | 606 | 0.12% | 0.12% | 112 | +8,341 | 47.26% | Q4 2025 | Jan 14, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 25,427 | 593 | 0.33% | 0.34% | 113 | +23 | 0.09% | Q4 2025 | Jan 14, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 25,152 | 587 | 0.13% | 0.11% | 114 | +4,245 | 20.3% | Q4 2025 | Jan 20, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 25,000 | 584 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Gradient Investments LLC | History | Reduced | 24,773 | 578 | 0.01% | 0.01% | 116 | -5,239 | -17.46% | Q4 2025 | Jan 08, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 24,636 | 575 | 0.01% | 0.01% | 117 | +2,150 | 9.56% | Q4 2025 | Feb 04, 2026 |
| Private Advisory Group LLC | History | Reduced | 24,308 | 567 | 0.04% | 0.05% | 118 | -149 | -0.61% | Q4 2025 | Jan 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 24,292 | 566 | 0.0% | 0.01% | 119 | -9,812 | -28.77% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 23,377 | 545 | 0.03% | 0.03% | 120 | -666 | -2.77% | Q4 2025 | Feb 03, 2026 |
| BCS Wealth Management | History | Added to | 22,932 | 535 | 0.05% | 0.06% | 121 | +12,392 | 117.57% | Q4 2025 | Jan 26, 2026 |
| FF Advisors,LLC | History | No change | 22,250 | 519 | 0.23% | 0.25% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 22,154 | 517 | 0.26% | 0.25% | 123 | +1,204 | 5.75% | Q4 2025 | Jan 29, 2026 |
| Flavin Financial Services, Inc. | History | Reduced | 21,714 | 506 | 0.35% | 0.51% | 124 | -8,947 | -29.18% | Q4 2025 | Feb 05, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 21,500 | 501 | 0.03% | 0.04% | 125 | +1,000 | 4.88% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 20,923 | 488 | 0.0% | — | 126 | +20,923 | New | Q4 2025 | Feb 18, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 20,172 | 470 | 0.19% | 0.15% | 127 | +4,854 | 31.69% | Q4 2025 | Jan 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 19,862 | 463 | 0.0% | 0.0% | 128 | +865 | 4.55% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,665 | 458 | 0.0% | 0.01% | 129 | +1,752 | 9.78% | Q4 2025 | Jan 23, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 19,431 | 454 | 0.04% | 0.03% | 130 | +2,744 | 16.44% | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | Reduced | 18,723 | 436 | 0.02% | 0.02% | 131 | -10,732 | -36.44% | Q4 2025 | Feb 17, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 18,637 | 434 | 0.03% | 0.04% | 132 | -2,464 | -11.68% | Q4 2025 | Feb 02, 2026 |
| OneAscent Financial Services LLC | History | New | 18,185 | 424 | 0.04% | — | 133 | +18,185 | New | Q4 2025 | Feb 11, 2026 |
| CRA Financial Services, LLC | History | Added to | 18,151 | 423 | 0.06% | 0.05% | 134 | +2,139 | 13.36% | Q4 2025 | Jan 16, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 17,902 | 417 | 0.12% | 0.13% | 135 | -223 | -1.23% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 17,578 | 410 | 0.0% | 0.0% | 136 | -4,728 | -21.2% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | No change | 16,809 | 392 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,025 | 374 | 0.0% | 0.0% | 138 | +700 | 4.57% | Q4 2025 | Jan 20, 2026 |
| Modern Wealth Management, LLC | History | Added to | 15,503 | 361 | 0.01% | 0.01% | 139 | +8 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 13,818 | 322 | 0.04% | 0.04% | 140 | -43 | -0.31% | Q4 2025 | Jan 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 13,635 | 318 | 0.03% | 0.03% | 141 | +343 | 2.58% | Q4 2025 | Feb 04, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 13,547 | 316 | 0.19% | 0.15% | 142 | +3,300 | 32.2% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 13,479 | 314 | 0.0% | 0.0% | 143 | -161 | -1.18% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 13,272 | 309 | 0.02% | 0.02% | 144 | -335 | -2.46% | Q4 2025 | Jan 20, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 13,013 | 304 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 12,786 | 298 | 0.04% | 0.18% | 146 | -12,011 | -48.44% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 12,475 | 291 | 0.03% | — | 147 | +12,475 | New | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 12,189 | 284 | 0.01% | 0.12% | 149 | -149,965 | -92.48% | Q4 2025 | Feb 19, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 12,190 | 284 | 0.15% | 0.17% | 148 | -342 | -2.73% | Q4 2025 | Jan 14, 2026 |
| Claro Advisors Inc. | History | Added to | 11,597 | 270 | 0.04% | 0.03% | 150 | +2,493 | 27.38% | Q4 2025 | Feb 17, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 11,425 | 266 | 0.12% | 0.1% | 151 | +2,695 | 30.87% | Q4 2025 | Jan 12, 2026 |
| Carnegie Investment Counsel | History | Reduced | 10,965 | 255 | 0.0% | 0.02% | 152 | -27,650 | -71.6% | Q4 2025 | Jan 23, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 10,834 | 252 | 0.18% | 0.19% | 153 | -1,465 | -11.91% | Q4 2025 | Mar 12, 2026 |
| Creative Planning | History | New | 9,836 | 229 | 0.0% | — | 154 | +9,836 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Quarterback LLC | History | New | 9,721 | 226 | 0.08% | — | 155 | +9,721 | New | Q4 2025 | Jan 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 9,446 | 220 | 0.0% | 0.0% | 156 | -153 | -1.59% | Q4 2025 | Feb 17, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 9,219 | 215 | 0.12% | 0.12% | 157 | -250 | -2.64% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 9,143 | 213 | 0.0% | 0.0% | 158 | +379 | 4.32% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 9,000 | 210 | 0.02% | — | 159 | +9,000 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,804 | 205 | 0.02% | 0.02% | 160 | -909 | -9.36% | Q4 2025 | Jan 26, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 8,655 | 202 | 0.03% | — | 161 | +8,655 | New | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,616 | 201 | 0.0% | 0.0% | 162 | -983 | -10.24% | Q4 2025 | Feb 02, 2026 |
| Farnam Financial LLC | History | New | 8,582 | 200 | 0.15% | — | 163 | +8,582 | New | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 7,450 | 173 | 0.02% | — | 164 | +7,450 | New | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,402 | 149 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| BlackRock, Inc. | History | Added to | 5,096 | 118 | 0.0% | 0.0% | 166 | +1,563 | 44.24% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,762 | 111 | 0.0% | 0.0% | 167 | +1,966 | 70.31% | Q4 2025 | Feb 06, 2026 |
| Asset Dedication, LLC | History | No change | 3,950 | 92 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,819 | 89 | 0.0% | 0.01% | 169 | -5,921 | -60.79% | Q4 2025 | Jan 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,604 | 84 | 0.0% | 0.0% | 170 | -738 | -17.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 2,687 | 62 | 0.0% | 0.0% | 171 | +2,559 | 1999.22% | Q4 2025 | Feb 17, 2026 |
| ALERUS FINANCIAL NA | History | No change | 2,570 | 59 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 2,359 | 55 | 0.01% | 0.02% | 173 | -4,907 | -67.53% | Q4 2025 | Feb 02, 2026 |
| CX Institutional | History | Added to | 2,014 | 47 | 0.0% | 0.0% | 174 | +37 | 1.87% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,999 | 46 | 0.0% | 0.0% | 175 | -22 | -1.09% | Q4 2025 | Feb 13, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,780 | 41 | 0.03% | 0.03% | 177 | -158 | -8.15% | Q4 2025 | Feb 17, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,783 | 41 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 1,710 | 39 | 0.0% | — | 178 | +1,710 | New | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 1,447 | 33 | 0.01% | — | 179 | +1,447 | New | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 1,402 | 32 | 0.0% | 0.0% | 180 | +112 | 8.68% | Q4 2025 | Jan 05, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 1,227 | 28 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 645 | 15 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RHL GROUP, LLC | History | New | 640 | 14 | 0.01% | — | 183 | +640 | New | Q4 2025 | Feb 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 499 | 11 | 0.0% | 0.0% | 184 | +7 | 1.42% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 426 | 9 | 0.0% | — | 185 | +426 | New | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | New | 421 | 9 | 0.0% | — | 186 | +421 | New | Q4 2025 | Feb 13, 2026 |
| Purpose Unlimited Inc. | History | New | 400 | 9 | 0.0% | — | 188 | +400 | New | Q4 2025 | Mar 20, 2026 |
| Anchor Investment Management, LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Aspect Partners, LLC | History | No change | 273 | 6 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 200 | 4 | 0.0% | — | 191 | +200 | New | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Reduced | 184 | 4 | 0.0% | 0.0% | 190 | -58 | -23.97% | Q4 2025 | Jan 26, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 129 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 90 | 2 | 0.0% | 0.0% | 194 | +2 | 2.27% | Q4 2025 | Feb 02, 2026 |
| Independence Bank of Kentucky | History | No change | 101 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -339,358 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -167,677 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Hobbs Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -23,743 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.13% | — | -21,406 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,764 | -100.0% | Q3 2025 | Oct 22, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,445 | -100.0% | Q3 2025 | Nov 06, 2025 |
| RETIREMENT GUYS FORMULA LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -11,771 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,103 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,751 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,719 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Friedenthal Financial | History | Reduced | 20 | 0 | — | 0.09% | — | -7,699 | -99.74% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,928 | -100.0% | Q3 2025 | Nov 18, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -2,200 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,060 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,047 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -802 | -100.0% | Q3 2025 | Nov 26, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -313 | -100.0% | Q3 2025 | Oct 27, 2025 |