Invesco Exchange-Traded Self-Indexed Fund Trust - BSJR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mirador Capital Partners LP | History | Added to | 2,121,083 | 47,967 | 6.58% | 4.34% | 1 | +773,615 | 57.41% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Added to | 1,859,953 | 42,062 | 0.01% | 0.01% | 2 | +413,913 | 28.62% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,401,930 | 31,704 | 0.03% | 0.02% | 3 | +606,278 | 76.2% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,138,492 | 25,746 | 0.0% | 0.0% | 4 | +67,675 | 6.32% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,010,054 | 22,841 | 0.0% | 0.0% | 5 | +1,680 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 965,131 | 21,826 | 0.73% | 0.53% | 6 | +294,837 | 43.99% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 802,849 | 18,156 | 0.01% | 0.01% | 7 | +57,877 | 7.77% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 553,824 | 12,524 | 0.0% | 0.0% | 8 | +15,668 | 2.91% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 456,177 | 10,316 | 0.02% | 0.02% | 9 | +9,792 | 2.19% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 442,880 | 10,015 | 0.02% | 0.02% | 10 | +8,454 | 1.95% | Q4 2025 | Feb 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 440,614 | 9,964 | 0.24% | 0.29% | 11 | -45,669 | -9.39% | Q4 2025 | Jan 29, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 395,843 | 8,951 | 1.2% | — | 12 | +395,843 | New | Q4 2025 | Feb 10, 2026 |
| Advisory Alpha, LLC | History | Added to | 390,380 | 8,828 | 0.24% | 0.22% | 13 | +37,184 | 10.53% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 378,048 | 8,548 | 0.01% | 0.01% | 14 | +84,241 | 28.67% | Q4 2025 | Feb 17, 2026 |
| Ironwood Financial, llc | History | Reduced | 370,330 | 8,393 | 1.42% | 1.52% | 15 | -7,357 | -1.95% | Q4 2025 | Jan 15, 2026 |
| SFE Investment Counsel | History | Added to | 352,387 | 7,969 | 1.22% | 1.25% | 16 | +7,088 | 2.05% | Q4 2025 | Feb 05, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 338,307 | 7,651 | 2.03% | 1.78% | 17 | +54,779 | 19.32% | Q4 2025 | Feb 09, 2026 |
| Intrua Financial, LLC | History | Added to | 317,535 | 7,180 | 0.76% | 0.77% | 18 | +6,373 | 2.05% | Q4 2025 | Feb 05, 2026 |
| BANTA ASSET MANAGEMENT LP | History | New | 310,920 | 7,031 | 6.41% | — | 19 | +310,920 | New | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 294,237 | 6,654 | 0.01% | 0.01% | 20 | +34,977 | 13.49% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 259,964 | 5,878 | 0.11% | 0.11% | 21 | +20,900 | 8.74% | Q4 2025 | Feb 17, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 241,434 | 5,459 | 1.25% | 1.18% | 22 | +26,048 | 12.09% | Q4 2025 | Jan 06, 2026 |
| Ark Wealth Advisors LLC | History | New | 215,477 | 4,872 | 5.24% | — | 23 | +215,477 | New | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 215,053 | 4,863 | 0.0% | 0.0% | 24 | +58,457 | 37.33% | Q4 2025 | Feb 17, 2026 |
| Oder Investment Management, LLC | History | Added to | 177,390 | 4,011 | 2.9% | 2.69% | 25 | +12,382 | 7.5% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 174,971 | 3,956 | 0.0% | 0.0% | 26 | +16,468 | 10.39% | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 173,063 | 3,913 | 1.71% | 1.26% | 27 | +52,467 | 43.51% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 165,845 | 3,750 | 0.0% | 0.0% | 28 | +15,874 | 10.58% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 162,293 | 3,670 | 0.0% | — | 29 | +162,293 | New | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 156,944 | 3,549 | 0.06% | 0.06% | 30 | +13,165 | 9.16% | Q4 2025 | Feb 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 148,376 | 3,355 | 0.08% | 0.01% | 31 | +122,394 | 471.07% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 136,237 | 3,080 | 0.07% | 0.08% | 32 | +7,822 | 6.09% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 135,314 | 3,060 | 0.03% | 0.03% | 33 | +18,574 | 15.91% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 133,458 | 3,018 | 0.0% | 0.0% | 34 | +16,833 | 14.43% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 124,522 | 2,816 | 0.01% | 0.01% | 35 | +68,488 | 122.23% | Q4 2025 | Feb 13, 2026 |
| Horizons Wealth Management | History | Added to | 122,077 | 2,760 | 1.81% | 1.3% | 36 | +37,849 | 44.94% | Q4 2025 | Jan 05, 2026 |
| Invesco Ltd. | History | Reduced | 118,641 | 2,683 | 0.0% | 0.0% | 37 | -11,596 | -8.9% | Q4 2025 | Feb 19, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 116,180 | 2,627 | 1.49% | 0.97% | 38 | +46,864 | 67.61% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 110,535 | 2,499 | 0.0% | 0.0% | 39 | +5,492 | 5.23% | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 110,365 | 2,495 | 0.9% | 0.65% | 40 | +31,381 | 39.73% | Q4 2025 | Jan 22, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 107,737 | 2,436 | 1.8% | 1.84% | 41 | +4,376 | 4.23% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Added to | 106,924 | 2,418 | 0.07% | 0.07% | 42 | +16,542 | 18.3% | Q4 2025 | Feb 19, 2026 |
| Paradiem, LLC | History | No change | 97,847 | 2,212 | 0.53% | 0.52% | 43 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 96,482 | 2,186 | 0.28% | 0.05% | 44 | +81,534 | 545.45% | Q4 2025 | Jan 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 91,432 | 2,068 | 0.0% | — | 45 | +91,432 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 85,567 | 1,935 | 0.01% | 0.01% | 46 | -9,292 | -9.8% | Q4 2025 | Jan 26, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 85,464 | 1,932 | 0.05% | 0.07% | 47 | -942 | -1.09% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 83,735 | 1,893 | 0.01% | 0.01% | 48 | +4,678 | 5.92% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 77,457 | 1,751 | 0.01% | 0.01% | 49 | +2,856 | 3.83% | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 76,691 | 1,734 | 0.01% | 0.01% | 50 | -170 | -0.22% | Q4 2025 | Feb 12, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 74,122 | 1,676 | 0.48% | 0.54% | 51 | -6,723 | -8.32% | Q4 2025 | Jan 09, 2026 |
| Legacy Financial Group LLC | History | Added to | 70,098 | 1,584 | 0.2% | 0.19% | 52 | +5,729 | 8.9% | Q4 2025 | Feb 05, 2026 |
| Altrius Capital Management Inc | History | Reduced | 70,086 | 1,584 | 0.34% | 0.39% | 53 | -4,405 | -5.91% | Q4 2025 | Feb 02, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 65,145 | 1,473 | 0.09% | 0.09% | 54 | -125 | -0.19% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 64,073 | 1,448 | 0.0% | 0.0% | 55 | +46,798 | 270.9% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 63,267 | 1,430 | 0.02% | 0.02% | 56 | -492 | -0.77% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | New | 62,812 | 1,421 | 0.0% | — | 57 | +62,812 | New | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 62,530 | 1,414 | 0.0% | 0.0% | 58 | +45,724 | 272.07% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 58,618 | 1,325 | 0.0% | — | 59 | +58,618 | New | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 56,892 | 1,286 | 0.04% | 0.06% | 60 | -17,087 | -23.1% | Q4 2025 | Jan 14, 2026 |
| Sound Stewardship, LLC | History | Added to | 55,301 | 1,250 | 0.6% | 0.58% | 61 | +2,083 | 3.91% | Q4 2025 | Jan 30, 2026 |
| Kovack Advisors, Inc. | History | New | 53,667 | 1,213 | 0.06% | — | 62 | +53,667 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 53,642 | 1,213 | 0.01% | 0.01% | 63 | +1,056 | 2.01% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 46,976 | 1,062 | 0.0% | 0.0% | 64 | +9,121 | 24.09% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 44,400 | 1,004 | 0.01% | 0.01% | 66 | -9,996 | -18.38% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Added to | 44,397 | 1,004 | 0.01% | 0.01% | 65 | +7,776 | 21.23% | Q4 2025 | Jan 15, 2026 |
| Vantage Point Financial LLC | History | Reduced | 44,333 | 1,002 | 0.36% | 0.4% | 67 | -1,321 | -2.89% | Q4 2025 | Feb 02, 2026 |
| Northwest Bancshares, Inc. | History | No change | 42,304 | 956 | 0.18% | 0.16% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Leo Wealth, LLC | History | New | 42,067 | 951 | 0.07% | — | 69 | +42,067 | New | Q4 2025 | Jan 21, 2026 |
| BROWN ADVISORY INC | History | No change | 40,942 | 925 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 40,366 | 912 | 0.48% | — | 71 | +40,366 | New | Q4 2025 | Feb 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 40,125 | 907 | 0.02% | 0.01% | 72 | +6,825 | 20.5% | Q4 2025 | Jan 23, 2026 |
| AA Financial Advisors, LLC | History | Added to | 38,986 | 881 | 0.16% | 0.11% | 73 | +13,347 | 52.06% | Q4 2025 | Jan 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,019 | 861 | 0.0% | 0.0% | 74 | +3,631 | 10.56% | Q4 2025 | Jan 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 34,376 | 777 | 0.01% | 0.01% | 75 | -9,650 | -21.92% | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, Corp | History | New | 34,161 | 772 | 0.76% | — | 76 | +34,161 | New | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | Added to | 33,774 | 763 | 0.14% | 0.14% | 77 | +1,100 | 3.37% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 33,391 | 755 | 0.02% | 0.01% | 78 | +1,337 | 4.17% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 33,391 | 755 | 0.01% | 0.01% | 79 | +460 | 1.4% | Q4 2025 | Jan 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 33,117 | 749 | 0.0% | — | 80 | +33,117 | New | Q4 2025 | Feb 05, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 33,217 | 748 | 0.17% | 0.18% | 81 | +2,258 | 7.29% | Q4 2025 | Feb 24, 2026 |
| Axim Planning & Wealth | History | Added to | 32,971 | 745 | 0.78% | 0.52% | 82 | +4,242 | 14.77% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,655 | 738 | 0.0% | 0.0% | 83 | +12,247 | 60.01% | Q4 2025 | Feb 05, 2026 |
| Ballew Advisors, Inc | History | No change | 31,396 | 711 | 0.4% | 0.4% | 84 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clearstead Advisors, LLC | History | New | 29,933 | 676 | 0.01% | — | 85 | +29,933 | New | Q4 2025 | Feb 09, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 29,620 | 669 | 0.38% | 0.39% | 86 | +29 | 0.1% | Q4 2025 | Jan 14, 2026 |
| Gradient Investments LLC | History | New | 27,917 | 631 | 0.01% | — | 87 | +27,917 | New | Q4 2025 | Jan 08, 2026 |
| BXM Wealth LLC | History | Added to | 27,851 | 629 | 0.49% | 0.36% | 88 | +11,205 | 67.31% | Q4 2025 | Jan 20, 2026 |
| Net Worth Advisory Group | History | Added to | 26,854 | 607 | 0.12% | 0.1% | 89 | +11,112 | 70.59% | Q4 2025 | Jan 14, 2026 |
| HB Wealth Management, LLC | History | New | 26,128 | 590 | 0.0% | — | 90 | +26,128 | New | Q4 2025 | Jan 28, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 25,562 | 578 | 0.01% | 0.01% | 91 | +2,200 | 9.42% | Q4 2025 | Feb 04, 2026 |
| Private Advisory Group LLC | History | Reduced | 25,102 | 567 | 0.04% | 0.05% | 92 | -549 | -2.14% | Q4 2025 | Jan 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 25,009 | 565 | 0.16% | 0.15% | 93 | +2,826 | 12.74% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 24,634 | 557 | 0.03% | 0.03% | 94 | +2,171 | 9.66% | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 23,727 | 538 | 0.29% | 0.27% | 95 | +3,190 | 15.53% | Q4 2025 | Feb 18, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 22,620 | 511 | 0.04% | 0.03% | 96 | +5,051 | 28.75% | Q4 2025 | Feb 02, 2026 |
| Cloud Capital Management, LLC | History | New | 22,466 | 508 | 0.24% | — | 97 | +22,466 | New | Q4 2025 | Feb 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 22,367 | 505 | 0.21% | 0.18% | 98 | +3,362 | 17.69% | Q4 2025 | Jan 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 21,567 | 487 | 0.01% | 0.01% | 99 | +3,283 | 17.96% | Q4 2025 | Feb 03, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 20,331 | 459 | 0.07% | 0.07% | 100 | +1,485 | 7.88% | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,175 | 456 | 0.0% | 0.0% | 101 | +6,333 | 45.75% | Q4 2025 | Jan 23, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 19,575 | 442 | 0.22% | 0.23% | 102 | -447 | -2.23% | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | Added to | 18,990 | 429 | 0.03% | 0.03% | 103 | +5,700 | 42.89% | Q4 2025 | Feb 26, 2026 |
| Allworth Financial LP | History | New | 18,760 | 424 | 0.0% | — | 104 | +18,760 | New | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 18,770 | 424 | 0.01% | 0.01% | 105 | -1,200 | -6.01% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 18,229 | 412 | 0.0% | — | 106 | +18,229 | New | Q4 2025 | Feb 18, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 17,954 | 406 | 0.03% | 0.03% | 108 | +2,796 | 18.45% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 17,975 | 406 | 0.01% | 0.0% | 107 | +2,486 | 16.05% | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 14,873 | 336 | 0.01% | 0.01% | 109 | +300 | 2.06% | Q4 2025 | Jan 09, 2026 |
| COMERICA BANK | History | No change | 14,839 | 335 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GPM Growth Investors, Inc. | History | Reduced | 14,176 | 320 | 0.12% | 1.05% | 111 | -106,048 | -88.21% | Q4 2025 | Jan 30, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 13,502 | 305 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 12,518 | 283 | 0.15% | 0.19% | 113 | -1,439 | -10.31% | Q4 2025 | Jan 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 12,460 | 281 | 0.01% | 0.02% | 114 | -14,515 | -53.81% | Q4 2025 | Feb 17, 2026 |
| EVEXIA WEALTH LLC | History | Reduced | 12,359 | 280 | 0.08% | 1.06% | 115 | -143,388 | -92.06% | Q4 2025 | Jan 16, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 10,972 | 248 | 0.03% | 0.1% | 116 | -3,101 | -22.04% | Q4 2025 | Feb 17, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 10,969 | 248 | 0.15% | 0.16% | 117 | +157 | 1.45% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 10,896 | 246 | 0.01% | — | 118 | +10,896 | New | Q4 2025 | Feb 13, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 10,820 | 244 | 0.03% | 0.03% | 119 | +158 | 1.48% | Q4 2025 | Feb 13, 2026 |
| Wealth Quarterback LLC | History | New | 10,219 | 231 | 0.08% | — | 120 | +10,219 | New | Q4 2025 | Jan 15, 2026 |
| Creative Planning | History | New | 9,514 | 215 | 0.0% | — | 121 | +9,514 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,342 | 211 | 0.0% | 0.0% | 122 | +2,422 | 35.0% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 9,183 | 208 | 0.01% | 0.01% | 123 | -1,051 | -10.27% | Q4 2025 | Feb 11, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | New | 9,134 | 206 | 0.04% | — | 124 | +9,134 | New | Q4 2025 | Jan 20, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | New | 8,900 | 201 | 0.03% | — | 125 | +8,900 | New | Q4 2025 | Jan 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 8,598 | 194 | 0.14% | 0.15% | 126 | -1,357 | -13.63% | Q4 2025 | Mar 12, 2026 |
| WFA of San Diego, LLC | History | Reduced | 8,203 | 185 | 0.14% | 0.18% | 127 | -3,629 | -30.67% | Q4 2025 | Feb 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 7,743 | 175 | 0.03% | 0.23% | 128 | -65,194 | -89.38% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 7,746 | 175 | 0.02% | — | 129 | +7,746 | New | Q4 2025 | Feb 09, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 5,346 | 120 | 0.01% | 0.01% | 130 | +77 | 1.46% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,176 | 117 | 0.01% | 0.01% | 131 | -27 | -0.52% | Q4 2025 | Jan 26, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 4,880 | 110 | 0.05% | 0.01% | 132 | +3,611 | 284.55% | Q4 2025 | Jan 12, 2026 |
| IFP Advisors, Inc | History | No change | 4,490 | 101 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ALERUS FINANCIAL NA | History | No change | 2,791 | 63 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,459 | 55 | 0.0% | 0.0% | 135 | +1,103 | 81.34% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,290 | 51 | 0.0% | 0.0% | 136 | -1,400 | -37.94% | Q4 2025 | Jan 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,212 | 50 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CX Institutional | History | Added to | 2,159 | 49 | 0.0% | 0.0% | 138 | +40 | 1.89% | Q4 2025 | Feb 02, 2026 |
| Asset Dedication, LLC | History | No change | 1,991 | 45 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,885 | 42 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,850 | 41 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 1,741 | 39 | 0.0% | 0.0% | 142 | +1,651 | 1834.44% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,528 | 34 | 0.0% | 0.0% | 143 | -22 | -1.42% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 1,445 | 32 | 0.02% | 0.01% | 144 | +445 | 44.5% | Q4 2025 | Jan 14, 2026 |
| Imprint Wealth LLC | History | New | 1,398 | 31 | 0.14% | — | 145 | +1,398 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | No change | 1,155 | 26 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 1,140 | 25 | 0.0% | 0.0% | 147 | +462 | 68.14% | Q4 2025 | Jan 05, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 670 | 15 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 645 | 14 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 507 | 11 | 0.0% | 0.0% | 150 | +7 | 1.4% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | New | 448 | 10 | 0.0% | — | 151 | +448 | New | Q4 2025 | Feb 13, 2026 |
| Aspect Partners, LLC | History | No change | 274 | 6 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -58,144 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.68% | — | -49,847 | -100.0% | Q3 2025 | Nov 17, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,186 | -100.0% | Q3 2025 | Nov 14, 2025 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -37,312 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hobbs Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -24,434 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CRA Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,091 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,441 | -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 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,118 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AdvisorNet Financial, Inc | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |