INVESCO EXCHANGE-TRADED FUND TRUST - EQWL
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 | No change | 2,001,311 | 258,209 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,069,858 | 138,033 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 781,550 | 100,835 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 638,963 | 82,439 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 522,810 | 67,441 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 522,262 | 67,387 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 401,690 | 51,838 | 28.17% | 27.79% | 7 | +52,060 | 14.89% | Q3 2026 | Nov 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 395,132 | 50,750 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 359,357 | 46,364 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 319,112 | 41,181 | 9.94% | 10.15% | 10 | -551 | -0.17% | Q3 2026 | Oct 23, 2026 |
| Altus Wealth Management, LLC | History | Added to | 318,394 | 41,088 | 15.6% | 15.58% | 11 | +4,684 | 1.49% | Q3 2026 | Oct 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 288,976 | 37,292 | 0.08% | 0.05% | 12 | +107,001 | 58.8% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 257,710 | 33,249 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 232,199 | 29,958 | 0.14% | 0.14% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 220,153 | 28,412 | 0.05% | 0.05% | 15 | -1,163 | -0.53% | Q3 2026 | Nov 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 189,430 | 24,440 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 157,710 | 20,347 | 3.67% | 3.67% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 157,623 | 20,336 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RFP Financial Group LLC | History | No change | 157,285 | 20,292 | 9.09% | 9.09% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 152,334 | 19,659 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 146,007 | 18,837 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prentice Wealth Management LLC | History | Added to | 143,064 | 18,462 | 3.75% | 3.8% | 22 | +419 | 0.29% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 141,339 | 18,239 | 0.02% | 0.02% | 23 | +15,315 | 12.15% | Q3 2026 | Nov 02, 2026 |
| Schorn Wealth LLC | History | Added to | 140,909 | 18,184 | 4.68% | 4.68% | 24 | +2,139 | 1.54% | Q3 2026 | Oct 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 133,882 | 17,273 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 116,756 | 15,063 | 0.18% | 0.18% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 110,179 | 14,219 | 0.9% | 0.74% | 27 | +20,158 | 22.39% | Q3 2026 | Oct 08, 2026 |
| Forza Wealth Management, LLC | History | Added to | 98,772 | 12,746 | 3.69% | 3.34% | 28 | +14,485 | 17.19% | Q3 2026 | Oct 20, 2026 |
| Argent Advisors, Inc. | History | No change | 96,380 | 12,434 | 3.11% | 3.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 89,343 | 11,529 | 0.01% | 0.01% | 30 | +3,282 | 3.81% | Q3 2026 | Oct 30, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 80,324 | 10,365 | 3.59% | 2.83% | 31 | +937 | 1.18% | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 71,578 | 9,236 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 66,683 | 8,603 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 57,563 | 7,526 | 0.01% | 0.02% | 34 | -11,646 | -16.83% | Q3 2026 | Oct 13, 2026 |
| Advisory Services Network, LLC | History | No change | 57,360 | 7,400 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 56,517 | 7,291 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | No change | 55,957 | 7,251 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 55,697 | 7,185 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 55,372 | 7,144 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 53,770 | 6,939 | 0.35% | 0.39% | 40 | +413 | 0.77% | Q3 2026 | Oct 21, 2026 |
| Rothschild Wealth LLC | History | No change | 50,977 | 6,577 | 0.53% | 0.53% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 50,254 | 6,483 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 47,991 | 6,191 | 1.78% | 1.78% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 47,736 | 6,158 | 1.37% | 1.37% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 46,613 | 6,014 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 46,529 | 6,004 | 0.02% | 0.02% | 46 | +6,259 | 15.54% | Q3 2026 | Nov 02, 2026 |
| SYKON CAPITAL LLC | History | No change | 44,950 | 5,799 | 1.79% | 1.79% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Able Wealth Management LLC | History | Reduced | 42,954 | 5,586 | 1.23% | 1.28% | 48 | -215 | -0.5% | Q3 2026 | Oct 13, 2026 |
| Columbia River Financial Group, LLC | History | No change | 39,897 | 5,147 | 2.76% | 2.76% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 38,904 | 5,019 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 38,000 | 4,903 | 3.14% | 1.23% | 51 | +22,390 | 143.43% | Q3 2026 | Oct 16, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 35,451 | 4,573 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 35,228 | 4,545 | 0.84% | 0.84% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | Added to | 33,909 | 4,375 | 2.59% | 2.43% | 54 | +3,687 | 12.2% | Q3 2026 | Oct 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 31,667 | 4,086 | 0.07% | 0.07% | 55 | +413 | 1.32% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 29,425 | 3,801 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | No change | 29,272 | 3,782 | 1.94% | 1.94% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 27,893 | 3,599 | 0.12% | 0.12% | 58 | -112 | -0.4% | Q3 2026 | Oct 28, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 26,689 | 3,444 | 0.13% | 0.13% | 59 | -108 | -0.4% | Q3 2026 | Nov 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 26,674 | 3,441 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REDW Wealth LLC | History | Added to | 25,914 | 3,344 | 1.22% | 1.17% | 61 | +653 | 2.59% | Q3 2026 | Oct 30, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 22,130 | 2,855 | 0.82% | 0.89% | 62 | -306 | -1.36% | Q3 2026 | Oct 26, 2026 |
| Belpointe Asset Management LLC | History | No change | 20,997 | 2,709 | 0.09% | 0.09% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 20,249 | 2,612 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 19,832 | 2,559 | 0.13% | 0.13% | 65 | +1,172 | 6.28% | Q3 2026 | Oct 26, 2026 |
| Bank of New York Mellon Corp | History | Added to | 18,295 | 2,360 | 0.0% | 0.0% | 66 | +4,013 | 28.1% | Q3 2026 | Nov 05, 2026 |
| CoreFirst Bank & Trust | History | No change | 18,232 | 2,352 | 1.17% | 1.17% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 17,411 | 2,246 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 17,332 | 2,236 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 16,709 | 2,155 | 0.1% | 0.1% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | No change | 16,545 | 2,139 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 16,285 | 2,101 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Capital Management, LLC | History | No change | 15,801 | 2,038 | 0.18% | 0.18% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,072 | 1,944 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 15,036 | 1,939 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 14,478 | 1,867 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,107 | 1,821 | 0.01% | 0.01% | 77 | -5 | -0.04% | Q3 2026 | Oct 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,203 | 1,745 | 0.02% | 0.02% | 78 | +1,062 | 8.75% | Q3 2026 | Nov 04, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | New | 12,719 | 1,641 | 0.14% | — | 79 | +12,719 | New | Q3 2026 | Oct 26, 2026 |
| MARSHALL WACE, LLP | History | No change | 12,714 | 1,640 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,422 | 1,602 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,322 | 1,589 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 11,870 | 1,562 | 0.03% | 0.02% | 83 | +3,381 | 39.83% | Q3 2026 | Oct 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 12,101 | 1,561 | 0.07% | 0.12% | 84 | -7,378 | -37.88% | Q3 2026 | Nov 04, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 11,685 | 1,507 | 0.23% | 0.23% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Regal Investment Advisors LLC | History | No change | 11,406 | 1,471 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 11,298 | 1,458 | 0.18% | 0.18% | 87 | +877 | 8.42% | Q3 2026 | Oct 16, 2026 |
| PSI Advisors, LLC | History | No change | 11,054 | 1,426 | 0.33% | 0.33% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,036 | 1,423 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goodwin Investment Advisory | History | No change | 10,829 | 1,397 | 2.81% | 2.81% | 90 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 9,912 | 1,279 | 0.0% | 0.0% | 91 | -273 | -2.68% | Q3 2026 | Nov 05, 2026 |
| Mariner, LLC | History | No change | 9,374 | 1,209 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 9,306 | 1,200 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 9,299 | 1,199 | 0.14% | 0.13% | 94 | +260 | 2.88% | Q3 2026 | Oct 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9,200 | 1,187 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 8,981 | 1,158 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,954 | 1,155 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 8,925 | 1,151 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 8,856 | 1,142 | 0.12% | 0.27% | 99 | -9,996 | -53.02% | Q3 2026 | Oct 07, 2026 |
| Carnegie Investment Counsel | History | Added to | 8,694 | 1,121 | 0.02% | 0.02% | 100 | +8 | 0.09% | Q3 2026 | Oct 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,169 | 1,054 | 0.02% | 0.02% | 101 | +371 | 4.76% | Q3 2026 | Nov 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 7,982 | 1,030 | 0.04% | 0.05% | 102 | -686 | -7.91% | Q3 2026 | Oct 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,742 | 998 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | No change | 7,401 | 954 | 0.1% | 0.1% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Michels Family Financial, LLC | History | Added to | 7,205 | 929 | 0.58% | 0.51% | 105 | +1,034 | 16.76% | Q3 2026 | Nov 02, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,019 | 905 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 6,970 | 899 | 0.04% | 0.05% | 107 | -633 | -8.33% | Q3 2026 | Nov 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,847 | 883 | 0.0% | 0.0% | 108 | -2,548 | -27.12% | Q3 2026 | Nov 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,778 | 874 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 6,363 | 820 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 6,010 | 795 | 0.08% | — | 111 | +6,010 | New | Q3 2026 | Nov 04, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 6,041 | 779 | 0.25% | 0.25% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 6,021 | 777 | 0.04% | 0.04% | 113 | +575 | 10.56% | Q3 2026 | Nov 05, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 5,725 | 738 | 0.01% | 0.01% | 114 | -128 | -2.19% | Q3 2026 | Nov 03, 2026 |
| GTS SECURITIES LLC | History | No change | 5,515 | 711 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 5,429 | 700 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Winthrop Capital Management, LLC | History | No change | 5,382 | 694 | 0.17% | 0.17% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,964 | 640 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,820 | 621 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 4,559 | 588 | 0.18% | 0.19% | 121 | -76 | -1.64% | Q3 2026 | Oct 26, 2026 |
| FMR LLC | History | No change | 4,564 | 588 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 4,345 | 560 | 0.21% | 0.2% | 122 | -45 | -1.03% | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 4,126 | 532 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 4,095 | 528 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 4,040 | 521 | 0.03% | 0.02% | 125 | +1,557 | 62.71% | Q3 2026 | Oct 28, 2026 |
| Avant Capital LLC | History | No change | 4,001 | 516 | 0.32% | 0.32% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,914 | 504 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 3,832 | 494 | 0.04% | 0.05% | 128 | -278 | -6.76% | Q3 2026 | Nov 02, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,783 | 488 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Blue Chip Partners, LLC | History | No change | 3,427 | 442 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 3,414 | 440 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Carolina Wealth Management Inc | History | Added to | 3,351 | 432 | 0.19% | 0.2% | 132 | +2 | 0.06% | Q3 2026 | Oct 29, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 3,191 | 411 | 0.06% | 0.06% | 134 | -13 | -0.41% | Q3 2026 | Oct 21, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 3,191 | 411 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 3,192 | 411 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 3,143 | 405 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,107 | 400 | 0.01% | 0.01% | 137 | +4 | 0.13% | Q3 2026 | Oct 14, 2026 |
| StoneX Group Inc. | History | Reduced | 2,958 | 381 | 0.01% | 0.04% | 138 | -4,473 | -60.19% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,920 | 376 | 0.0% | 0.0% | 139 | +77 | 2.71% | Q3 2026 | Oct 08, 2026 |
| Independent Advisor Alliance | History | No change | 2,863 | 369 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLC Capital Advisors | History | No change | 2,800 | 361 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Orion Capital Management LLC | History | No change | 2,770 | 357 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 2,710 | 349 | 0.23% | 0.23% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 2,684 | 346 | 0.01% | 0.01% | 144 | -510 | -15.97% | Q3 2026 | Nov 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,672 | 344 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 2,611 | 336 | 0.0% | 0.0% | 146 | +386 | 17.35% | Q3 2026 | Oct 22, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 2,575 | 332 | 0.09% | 0.09% | 147 | +28 | 1.1% | Q3 2026 | Oct 21, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,420 | 312 | 0.01% | 0.01% | 148 | -650 | -21.17% | Q3 2026 | Oct 22, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,416 | 311 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 2,260 | 291 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 2,195 | 283 | 0.0% | 0.0% | 151 | +444 | 25.36% | Q3 2026 | Nov 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 2,118 | 273 | 0.0% | 0.01% | 152 | -1,117 | -34.53% | Q3 2026 | Nov 03, 2026 |
| ATX Financial Planning, LLC | History | No change | 2,120 | 273 | 0.17% | 0.18% | 153 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Atria Investments, Inc | History | New | 2,067 | 266 | 0.0% | — | 154 | +2,067 | New | Q3 2026 | Oct 15, 2026 |
| Apollon Financial, LLC | History | No change | 2,043 | 263 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | Added to | 2,028 | 261 | 0.0% | 0.0% | 156 | +922 | 83.36% | Q3 2026 | Oct 16, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,996 | 257 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 1,920 | 247 | 0.01% | 0.01% | 158 | +1 | 0.05% | Q3 2026 | Oct 23, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 1,820 | 240 | 0.0% | 0.0% | 159 | +22 | 1.22% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,820 | 240 | 0.0% | 0.0% | 160 | +22 | 1.22% | Q3 2026 | Oct 20, 2026 |
| South Shore Capital Advisors | History | Added to | 1,833 | 236 | 0.16% | 0.15% | 161 | +84 | 4.8% | Q3 2026 | Oct 20, 2026 |
| Sloy Dahl & Holst, LLC | History | New | 1,801 | 232 | 0.03% | — | 162 | +1,801 | New | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,740 | 224 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,733 | 223 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 1,722 | 222 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Thompson David Blair | History | No change | 1,728 | 222 | 0.11% | 0.11% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,663 | 214 | 0.16% | 0.16% | 167 | +6 | 0.36% | Q3 2026 | Oct 23, 2026 |
| Nuveen, LLC | History | No change | 1,634 | 210 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | History | New | 1,576 | 203 | 0.07% | — | 170 | +1,576 | New | Q3 2026 | Nov 05, 2026 |
| Apella Capital, LLC | History | Added to | 1,560 | 203 | 0.0% | 0.0% | 169 | +6 | 0.39% | Q3 2026 | Oct 08, 2026 |
| Vise Technologies, Inc. | History | Reduced | 1,559 | 201 | 0.0% | 0.0% | 171 | -294 | -15.87% | Q3 2026 | Oct 28, 2026 |
| Ankerstar Wealth, LLC | History | No change | 1,457 | 187 | 0.16% | 0.16% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,378 | 177 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Regatta Research & Money Management | History | No change | 1,163 | 149 | 0.14% | 0.14% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 958 | 123 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 790 | 101 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Reduced | 773 | 99 | 0.0% | 0.0% | 177 | -20 | -2.52% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 766 | 98 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Graney & King, LLC | History | No change | 762 | 98 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 753 | 97 | 0.0% | 0.0% | 180 | -6 | -0.79% | Q3 2026 | Nov 04, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 570 | 73 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Community Bank | History | No change | 555 | 71 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Archer Investment Corp | History | Added to | 485 | 62 | 0.01% | 0.01% | 184 | +80 | 19.75% | Q3 2026 | Nov 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 481 | 62 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 400 | 51 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 379 | 48 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFC Planning, Inc. | History | No change | 328 | 42 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 324 | 41 | 0.01% | 0.01% | 188 | +2 | 0.62% | Q3 2026 | Oct 16, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 281 | 36 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | New | 264 | 34 | 0.0% | — | 190 | +264 | New | Q3 2026 | Nov 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 222 | 28 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Latitude Advisors, LLC | History | New | 200 | 25 | 0.01% | — | 192 | +200 | New | Q3 2026 | Oct 27, 2026 |
| Biltmore Family Office, LLC | History | No change | 139 | 17 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Providence Capital Advisors, LLC | History | No change | 111 | 14 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | No change | 99 | 12 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 80 | 10 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 55 | 7 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 6 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 45 | 5 | 0.0% | 0.0% | 200 | +6 | 15.38% | Q3 2026 | Oct 21, 2026 |
| Kiker Wealth Management, LLC | History | No change | 46 | 5 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 37 | 4 | 0.01% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KPP Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -54,405 | -100.0% | Q3 2026 | Oct 26, 2026 |
| FORONJY FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,909 | -100.0% | Q3 2026 | Oct 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,802 | -100.0% | Q3 2026 | Oct 13, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2026 | Oct 15, 2026 |