Invesco Exchange-Traded Self-Indexed Fund Trust - BSJS
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,340,587 | 50,755 | 0.01% | 0.01% | 1 | +187,280 | 8.7% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,610,747 | 34,929 | 0.01% | 0.01% | 2 | +497,916 | 44.74% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,202,092 | 26,067 | 0.0% | 0.0% | 3 | +17,400 | 1.47% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,182,087 | 25,633 | 0.0% | 0.0% | 4 | +94,496 | 8.69% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 755,566 | 16,384 | 0.02% | 0.01% | 5 | +172,870 | 29.67% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 593,186 | 12,864 | 0.02% | 0.01% | 6 | +248,791 | 72.24% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 590,222 | 12,798 | 0.0% | 0.0% | 7 | +96,297 | 19.5% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 572,726 | 12,419 | 0.02% | 0.02% | 8 | +111,241 | 24.11% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 529,399 | 11,480 | 0.27% | — | 9 | +529,399 | New | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 499,435 | 10,830 | 0.02% | 0.02% | 10 | +31,049 | 6.63% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 493,130 | 10,693 | 0.26% | 0.27% | 11 | +17,429 | 3.66% | Q1 2026 | May 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 465,029 | 10,172 | 1.29% | 1.2% | 12 | +58,517 | 14.39% | Q1 2026 | Apr 20, 2026 |
| SFE Investment Counsel | History | Added to | 384,000 | 8,327 | 1.31% | 1.28% | 13 | +4,364 | 1.15% | Q1 2026 | May 01, 2026 |
| Leo Wealth, LLC | History | Added to | 383,914 | 8,323 | 0.6% | 0.61% | 14 | +2,641 | 0.69% | Q1 2026 | May 05, 2026 |
| BANTA ASSET MANAGEMENT LP | History | Added to | 331,520 | 7,189 | 7.23% | 6.37% | 15 | +13,850 | 4.36% | Q1 2026 | May 07, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 312,794 | 6,881 | 1.83% | 1.83% | 16 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advisory Alpha, LLC | History | Added to | 302,172 | 6,552 | 0.18% | 0.17% | 17 | +16,074 | 5.62% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 293,132 | 6,356 | 0.01% | 0.01% | 18 | +24,047 | 8.94% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 270,106 | 5,851 | 0.0% | 0.0% | 19 | +27,053 | 11.13% | Q1 2026 | May 15, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 255,074 | 5,531 | 2.33% | 2.17% | 20 | +2,202 | 0.87% | Q1 2026 | Apr 24, 2026 |
| Verity Asset Management, Inc. | History | New | 251,431 | 5,452 | 2.29% | — | 21 | +251,431 | New | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 250,641 | 5,436 | 0.0% | 0.0% | 22 | +1,004 | 0.4% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 226,726 | 4,916 | 0.0% | 0.0% | 23 | +10,430 | 4.82% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 218,624 | 4,701 | 0.0% | 0.0% | 24 | +31,207 | 16.65% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 192,894 | 4,182 | 0.07% | 0.02% | 25 | +155,267 | 412.65% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 188,760 | 4,152 | 0.03% | 0.04% | 26 | -47,951 | -20.26% | Q1 2026 | May 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 184,719 | 4,005 | 1.69% | 1.65% | 27 | +13,237 | 7.72% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 178,173 | 3,863 | 0.01% | 0.01% | 28 | -19,352 | -9.8% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 176,556 | 3,828 | 0.0% | 0.0% | 29 | +22,104 | 14.31% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 152,105 | 3,298 | 0.05% | 0.05% | 30 | +2,998 | 2.01% | Q1 2026 | Apr 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | New | 147,273 | 3,193 | 0.67% | — | 31 | +147,273 | New | Q1 2026 | May 05, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 118,877 | 2,577 | 1.61% | 1.16% | 32 | +25,792 | 27.71% | Q1 2026 | May 07, 2026 |
| Oder Investment Management, LLC | History | Added to | 116,076 | 2,517 | 1.93% | 1.24% | 33 | +38,401 | 49.44% | Q1 2026 | May 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | New | 111,907 | 2,426 | 0.15% | — | 34 | +111,907 | New | Q1 2026 | May 14, 2026 |
| Ironwood Financial, llc | History | Reduced | 105,655 | 2,291 | 0.4% | 0.4% | 35 | -881 | -0.83% | Q1 2026 | Apr 16, 2026 |
| Invesco Ltd. | History | Reduced | 103,631 | 2,247 | 0.0% | 0.0% | 36 | -5,860 | -5.35% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 100,714 | 2,183 | 0.0% | 0.0% | 37 | +729 | 0.73% | Q1 2026 | May 12, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 93,557 | 2,028 | 0.76% | 0.69% | 38 | +9,836 | 11.75% | Q1 2026 | May 18, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 91,739 | 1,989 | 0.05% | 0.1% | 39 | -92,120 | -50.1% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 91,308 | 1,980 | 0.01% | 0.04% | 40 | -204,776 | -69.16% | Q1 2026 | May 08, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 90,279 | 1,957 | 0.07% | 0.07% | 41 | -8,122 | -8.25% | Q1 2026 | May 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 90,092 | 1,953 | 0.33% | 0.34% | 42 | +4,292 | 5.0% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 89,065 | 1,931 | 0.0% | 0.0% | 43 | +6,411 | 7.76% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | New | 86,478 | 1,875 | 0.02% | — | 44 | +86,478 | New | Q1 2026 | May 12, 2026 |
| S.E.E.D. Planning Group LLC | History | Added to | 77,528 | 1,681 | 0.49% | 0.48% | 45 | +1,513 | 1.99% | Q1 2026 | Apr 23, 2026 |
| Ark Wealth Advisors LLC | History | Added to | 77,469 | 1,679 | 1.66% | 1.43% | 46 | +16,921 | 27.95% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 73,931 | 1,603 | 0.05% | 0.05% | 47 | -4,968 | -6.3% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 69,110 | 1,498 | 0.19% | 0.29% | 48 | +48 | 0.07% | Q1 2026 | May 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 68,214 | 1,479 | 0.0% | 0.0% | 49 | +35,605 | 109.19% | Q1 2026 | May 15, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 68,091 | 1,476 | 1.45% | 0.95% | 50 | +26,566 | 63.98% | Q1 2026 | May 22, 2026 |
| Atria Investments, Inc | History | Reduced | 67,741 | 1,468 | 0.02% | 0.05% | 51 | -113,342 | -62.59% | Q1 2026 | May 05, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 65,538 | 1,426 | 0.91% | 0.83% | 52 | -6,740 | -9.33% | Q1 2026 | May 12, 2026 |
| Sound Stewardship, LLC | History | Added to | 63,019 | 1,366 | 0.63% | 0.63% | 53 | +3,224 | 5.39% | Q1 2026 | Apr 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 61,977 | 1,343 | 0.46% | 0.33% | 54 | +20,703 | 50.16% | Q1 2026 | Apr 23, 2026 |
| Mariner, LLC | History | Reduced | 59,670 | 1,293 | 0.0% | 0.0% | 55 | -96,430 | -61.77% | Q1 2026 | May 13, 2026 |
| FCA CORP /TX | History | Added to | 57,452 | 1,245 | 0.35% | 0.33% | 56 | +4,923 | 9.37% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 56,918 | 1,234 | 0.02% | 0.01% | 57 | +17,896 | 45.86% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 56,202 | 1,218 | 0.02% | 0.02% | 58 | +2,300 | 4.27% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | New | 55,610 | 1,205 | 0.12% | — | 59 | +55,610 | New | Q1 2026 | Apr 23, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 54,110 | 1,173 | 0.07% | 0.07% | 60 | -210 | -0.39% | Q1 2026 | Apr 20, 2026 |
| Legacy Financial Group LLC | History | Added to | 43,044 | 933 | 0.12% | 0.12% | 61 | +397 | 0.93% | Q1 2026 | May 04, 2026 |
| Altrius Capital Management Inc | History | Reduced | 42,261 | 916 | 0.18% | 0.2% | 62 | -916 | -2.12% | Q1 2026 | May 05, 2026 |
| Vantage Point Financial LLC | History | Reduced | 41,638 | 902 | 0.32% | 0.33% | 63 | -338 | -0.81% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 39,935 | 865 | 0.01% | 0.01% | 64 | +5,825 | 17.08% | Q1 2026 | Apr 16, 2026 |
| Sidoxia Capital Management, LLC | History | New | 39,473 | 855 | 0.74% | — | 65 | +39,473 | New | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 38,588 | 836 | 0.0% | 0.0% | 66 | +12,237 | 46.44% | Q1 2026 | Apr 24, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 38,387 | 833 | 0.04% | 0.04% | 67 | -924 | -2.35% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 38,377 | 832 | 0.0% | 0.0% | 68 | +4,759 | 14.16% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 38,167 | 827 | 0.01% | 0.01% | 69 | +2,651 | 7.46% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 37,960 | 823 | 0.74% | 0.61% | 70 | +9,889 | 35.23% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 36,944 | 801 | 0.01% | 0.01% | 71 | +6,056 | 19.61% | Q1 2026 | May 06, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 34,900 | 756 | 0.05% | 0.05% | 72 | -400 | -1.13% | Q1 2026 | May 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 34,157 | 745 | 0.16% | 0.17% | 73 | -23 | -0.07% | Q1 2026 | Apr 28, 2026 |
| AA Financial Advisors, LLC | History | Added to | 33,097 | 717 | 0.1% | 0.12% | 74 | +2,897 | 9.59% | Q1 2026 | Apr 20, 2026 |
| Axim Planning & Wealth | History | Added to | 32,742 | 710 | 0.86% | 0.75% | 75 | +231 | 0.71% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 30,862 | 669 | 0.01% | 0.01% | 76 | -3,808 | -10.98% | Q1 2026 | May 04, 2026 |
| Carnegie Investment Counsel | History | Added to | 30,875 | 669 | 0.01% | 0.01% | 77 | +3,800 | 14.04% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 30,405 | 659 | 0.0% | 0.0% | 78 | -63,922 | -67.77% | Q1 2026 | May 12, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 30,174 | 654 | 0.06% | 0.06% | 79 | +1,053 | 3.62% | Q1 2026 | May 06, 2026 |
| Private Advisory Group LLC | History | Added to | 28,506 | 618 | 0.04% | 0.05% | 80 | +1,449 | 5.36% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | Added to | 28,277 | 613 | 0.11% | 0.09% | 81 | +4,612 | 19.49% | Q1 2026 | Apr 24, 2026 |
| Net Worth Advisory Group | History | Added to | 28,212 | 611 | 0.13% | 0.12% | 82 | +1,411 | 5.26% | Q1 2026 | May 05, 2026 |
| Ballew Advisors, Inc | History | No change | 25,316 | 553 | 0.31% | 0.31% | 83 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 25,126 | 546 | 0.0% | 0.0% | 84 | -19,611 | -43.84% | Q1 2026 | Apr 08, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 24,482 | 530 | 0.31% | 0.29% | 85 | +73 | 0.3% | Q1 2026 | May 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 24,043 | 524 | 0.11% | 0.12% | 86 | +19 | 0.08% | Q1 2026 | May 01, 2026 |
| Mirador Capital Partners LP | History | New | 23,291 | 505 | 0.07% | — | 87 | +23,291 | New | Q1 2026 | Apr 08, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 23,257 | 504 | 0.14% | 0.14% | 88 | +1,163 | 5.26% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 23,193 | 502 | 0.01% | 0.01% | 89 | +3,043 | 15.1% | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 22,602 | 490 | 0.07% | 0.07% | 90 | +1,442 | 6.81% | Q1 2026 | Apr 21, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 22,260 | 482 | 0.26% | 0.28% | 91 | -236 | -1.05% | Q1 2026 | Apr 09, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 21,931 | 475 | 0.04% | 0.03% | 92 | +3,615 | 19.74% | Q1 2026 | Apr 15, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 21,766 | 471 | 0.04% | 0.03% | 93 | +3,254 | 17.58% | Q1 2026 | May 07, 2026 |
| VestGen Advisors, LLC | History | Added to | 21,152 | 462 | 0.01% | 0.01% | 94 | +6,790 | 47.28% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 20,911 | 453 | 0.01% | 0.0% | 95 | +14,650 | 233.99% | Q1 2026 | May 15, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 19,711 | 427 | 0.21% | 0.22% | 96 | -125 | -0.63% | Q1 2026 | Apr 24, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 18,749 | 406 | 0.23% | 0.24% | 97 | +90 | 0.48% | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 17,339 | 375 | 0.0% | 0.0% | 98 | +1,464 | 9.22% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,394 | 355 | 0.0% | 0.0% | 99 | -4,418 | -21.23% | Q1 2026 | Apr 07, 2026 |
| Accurate Wealth Management, LLC | History | New | 16,192 | 353 | 0.04% | — | 100 | +16,192 | New | Q1 2026 | Apr 22, 2026 |
| Altium Investment Strategies LLC | History | New | 16,192 | 353 | 1.04% | — | 101 | +16,192 | New | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 15,260 | 335 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 15,344 | 332 | 0.01% | 0.01% | 103 | -1,066 | -6.5% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 15,133 | 328 | 0.02% | 0.02% | 104 | +2,520 | 19.98% | Q1 2026 | May 13, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 15,113 | 327 | 0.04% | 0.04% | 105 | +221 | 1.48% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,707 | 318 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 14,591 | 316 | 0.17% | 0.14% | 107 | +3,904 | 36.53% | Q1 2026 | Apr 21, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 13,971 | 302 | 0.12% | 0.1% | 108 | +3,084 | 28.33% | Q1 2026 | Apr 21, 2026 |
| Capital Analysts, LLC | History | Added to | 13,675 | 297 | 0.01% | 0.01% | 109 | +21 | 0.15% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,561 | 294 | 0.01% | 0.01% | 110 | +460 | 3.51% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,713 | 275 | 0.0% | 0.0% | 111 | +6,941 | 120.25% | Q1 2026 | Apr 30, 2026 |
| Cambridge Financial Group, LLC | History | New | 12,598 | 273 | 0.09% | — | 112 | +12,598 | New | Q1 2026 | Apr 08, 2026 |
| BXM Wealth LLC | History | Added to | 11,997 | 260 | 0.2% | 0.2% | 113 | +143 | 1.21% | Q1 2026 | Apr 23, 2026 |
| Wealth Quarterback LLC | History | Added to | 11,721 | 254 | 0.1% | 0.08% | 114 | +1,633 | 16.19% | Q1 2026 | Apr 09, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 10,556 | 228 | 0.02% | 0.02% | 115 | -2,909 | -21.6% | Q1 2026 | May 07, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 9,933 | 215 | 0.19% | 0.19% | 116 | +176 | 1.8% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | New | 9,250 | 200 | 0.0% | — | 117 | +9,250 | New | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 8,525 | 184 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 7,754 | 168 | 0.03% | 0.02% | 119 | +7 | 0.09% | Q1 2026 | May 15, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 7,263 | 157 | 0.01% | 0.01% | 120 | +106 | 1.48% | Q1 2026 | Apr 24, 2026 |
| Asset Dedication, LLC | History | No change | 4,350 | 95 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Horizons Wealth Management | History | No change | 3,810 | 82 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,828 | 61 | 0.0% | — | 123 | +2,800 | 10000.0% | Q1 2026 | Apr 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,430 | 53 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| WFA of San Diego, LLC | History | No change | 2,294 | 49 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 2,251 | 48 | 0.0% | — | 126 | +2,251 | New | Q1 2026 | May 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 2,206 | 47 | 0.03% | 0.02% | 127 | +720 | 48.45% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,167 | 46 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,046 | 44 | 0.0% | 0.0% | 129 | -1,015 | -33.16% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Added to | 1,928 | 42 | 0.0% | 0.0% | 130 | +28 | 1.47% | Q1 2026 | Apr 06, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 1,868 | 40 | 0.04% | — | 131 | +1,868 | New | Q1 2026 | May 05, 2026 |
| Imprint Wealth LLC | History | No change | 1,429 | 30 | 0.14% | 0.14% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | New | 1,300 | 28 | 0.0% | — | 136 | +1,300 | New | Q1 2026 | Apr 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,311 | 28 | 0.01% | 0.01% | 133 | +150 | 12.92% | Q1 2026 | Apr 14, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 1,311 | 28 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 1,328 | 28 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,232 | 26 | 0.0% | 0.0% | 137 | -684 | -35.7% | Q1 2026 | Apr 06, 2026 |
| CWM, LLC | History | No change | 614 | 13 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RHL GROUP, LLC | History | No change | 639 | 13 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 584 | 12 | 0.0% | 0.0% | 140 | +8 | 1.39% | Q1 2026 | May 01, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 427 | 9 | 0.0% | — | 142 | +427 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 427 | 9 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Reduced | 400 | 8 | 0.02% | 0.02% | 143 | -15,907 | -97.55% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | New | 400 | 8 | 0.0% | — | 144 | +400 | New | Q1 2026 | May 19, 2026 |
| Allworth Financial LP | History | No change | 300 | 6 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Community Financial Services Group, LLC | History | New | 125 | 2 | 0.0% | — | 147 | +125 | New | Q1 2026 | Apr 08, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 98 | 2 | 0.0% | 0.0% | 146 | +2 | 2.08% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -66,402 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -59,712 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,990 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -14,135 | -100.0% | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -12,916 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Evanson Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,452 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,534 | -100.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q1 2026 | May 13, 2026 |