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 | Added to | 1,765,365 | 208,595 | 0.06% | 0.05% | 1 | +156,725 | 9.74% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 723,791 | 85,511 | 0.02% | 0.01% | 2 | +248,137 | 52.17% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 656,325 | 77,551 | 0.08% | 0.08% | 3 | +35,458 | 5.71% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 627,061 | 74,093 | 0.0% | 0.0% | 4 | +534 | 0.09% | Q4 2025 | Feb 13, 2026 |
| RFP Financial Group LLC | History | Added to | 458,426 | 54,167 | 25.94% | 16.25% | 5 | +111,115 | 31.99% | Q4 2025 | Feb 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 311,977 | 36,863 | 10.38% | 10.32% | 6 | +12,652 | 4.23% | Q4 2025 | Jan 14, 2026 |
| Altus Wealth Management, LLC | History | Added to | 302,828 | 35,782 | 15.43% | 15.23% | 7 | +2,927 | 0.98% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 292,006 | 34,508 | 0.05% | 0.04% | 8 | +15,038 | 5.43% | Q4 2025 | Feb 17, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 251,204 | 29,682 | 21.49% | — | 9 | +251,204 | New | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 236,892 | 27,991 | 0.02% | 0.01% | 10 | +57,466 | 32.03% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 226,179 | 26,725 | 0.0% | 0.0% | 11 | +31,882 | 16.41% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 225,378 | 26,630 | 0.01% | 0.01% | 12 | -19,087 | -7.81% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 186,409 | 22,026 | 0.1% | 0.1% | 13 | +17,230 | 10.18% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 185,144 | 21,877 | 0.04% | — | 14 | +185,144 | New | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 172,874 | 20,427 | 0.05% | 0.05% | 15 | +14,513 | 9.16% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 153,651 | 18,155 | 0.01% | 0.01% | 16 | -15,557 | -9.19% | Q4 2025 | Feb 10, 2026 |
| Prentice Wealth Management LLC | History | Added to | 146,049 | 17,257 | 3.94% | 3.89% | 17 | +8,305 | 6.03% | Q4 2025 | Jan 30, 2026 |
| Fiduciary Planning LLC | History | Reduced | 136,541 | 16,133 | 4.9% | 4.83% | 18 | -1,359 | -0.99% | Q4 2025 | Jan 22, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 117,908 | 13,932 | 3.15% | 3.51% | 19 | +1,659 | 1.43% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 112,605 | 13,563 | 0.02% | 0.02% | 20 | +2,493 | 2.26% | Q4 2025 | Jan 08, 2026 |
| Able Wealth Management LLC | History | Added to | 112,920 | 13,342 | 4.22% | 4.38% | 21 | +11,368 | 11.19% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 112,086 | 13,244 | 0.05% | 0.06% | 22 | -301 | -0.27% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 111,628 | 13,189 | 0.0% | 0.0% | 23 | +55,768 | 99.84% | Q4 2025 | Mar 25, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 111,608 | 13,187 | 0.02% | 0.01% | 24 | +10,938 | 10.87% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 107,533 | 12,706 | 0.2% | 0.2% | 25 | +2,490 | 2.37% | Q4 2025 | Feb 12, 2026 |
| Argent Advisors, Inc. | History | New | 88,020 | 10,400 | 2.9% | — | 26 | +88,020 | New | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 84,815 | 10,021 | 0.0% | 0.0% | 27 | -5,002 | -5.57% | Q4 2025 | Feb 10, 2026 |
| Systelligence, LLC | History | Reduced | 80,853 | 9,553 | 1.82% | 3.2% | 28 | -66,245 | -45.03% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 69,917 | 8,261 | 0.01% | 0.01% | 29 | +3,440 | 5.17% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 68,223 | 8,061 | 0.0% | — | 30 | +68,223 | New | Q4 2025 | Feb 17, 2026 |
| Forza Wealth Management, LLC | History | Added to | 67,107 | 7,929 | 2.87% | 1.47% | 31 | +33,680 | 100.76% | Q4 2025 | Feb 02, 2026 |
| KPP Advisory Services LLC | History | New | 64,937 | 7,672 | 1.11% | — | 32 | +64,937 | New | Q4 2025 | Feb 02, 2026 |
| Rothschild Wealth LLC | History | New | 61,587 | 7,277 | 0.7% | — | 33 | +61,587 | New | Q4 2025 | Feb 17, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 58,340 | 6,893 | 0.48% | 0.31% | 34 | +21,479 | 58.27% | Q4 2025 | Jan 16, 2026 |
| UBS Group AG | History | Added to | 55,135 | 6,514 | 0.0% | 0.0% | 35 | +724 | 1.33% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 51,355 | 6,068 | 0.05% | 0.05% | 36 | +612 | 1.21% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 47,397 | 5,600 | 0.37% | 0.33% | 37 | +5,260 | 12.48% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 46,668 | 5,514 | 0.08% | 0.06% | 38 | +13,212 | 39.49% | Q4 2025 | Feb 17, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 45,315 | 5,354 | 1.51% | 1.49% | 39 | +602 | 1.35% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 44,173 | 5,219 | 0.04% | 0.03% | 40 | +5,114 | 13.09% | Q4 2025 | Feb 17, 2026 |
| Financially Speaking Inc | History | New | 41,290 | 4,878 | 3.16% | — | 41 | +41,290 | New | Q4 2025 | Feb 10, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 37,408 | 4,420 | 2.71% | 2.75% | 42 | -1,043 | -2.71% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 36,413 | 4,303 | 0.01% | 0.01% | 43 | +6,935 | 23.53% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 36,244 | 4,282 | 0.0% | 0.0% | 44 | +108 | 0.3% | Q4 2025 | Feb 11, 2026 |
| Highview Capital Management LLC/DE/ | History | Reduced | 32,867 | 3,883 | 1.37% | 1.41% | 45 | -528 | -1.58% | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 31,122 | 3,677 | 0.12% | 0.13% | 46 | -1,255 | -3.88% | Q4 2025 | Feb 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 30,736 | 3,631 | 0.07% | 0.07% | 47 | +275 | 0.9% | Q4 2025 | Feb 06, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 30,131 | 3,560 | 0.85% | 1.26% | 48 | -17,543 | -36.8% | Q4 2025 | Feb 13, 2026 |
| Steele Capital Management, Inc. | History | Added to | 27,438 | 3,242 | 0.14% | 0.14% | 49 | +20 | 0.07% | Q4 2025 | Jan 27, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 24,475 | 2,891 | 1.0% | 1.1% | 50 | -950 | -3.74% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,145 | 2,498 | 0.0% | 0.0% | 51 | +6,928 | 48.73% | Q4 2025 | Mar 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 20,782 | 2,455 | 0.0% | — | 52 | +20,782 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 18,663 | 2,205 | 0.28% | — | 53 | +18,663 | New | Q4 2025 | Jan 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 18,454 | 2,180 | 0.04% | 0.03% | 54 | +3,320 | 21.94% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 17,508 | 2,068 | 0.13% | 0.13% | 55 | +489 | 2.87% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 17,425 | 2,058 | 0.03% | 0.02% | 56 | +3,194 | 22.44% | Q4 2025 | Feb 10, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 17,319 | 2,046 | 1.11% | 1.23% | 57 | -2,522 | -12.71% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 16,609 | 1,963 | 0.02% | 0.01% | 58 | +381 | 2.35% | Q4 2025 | Jan 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 16,210 | 1,915 | 0.11% | 0.09% | 59 | +3,192 | 24.52% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 15,930 | 1,882 | 0.01% | 0.02% | 60 | +140 | 0.89% | Q4 2025 | Feb 18, 2026 |
| Kovack Advisors, Inc. | History | Added to | 15,434 | 1,823 | 0.08% | 0.15% | 61 | +1,431 | 10.22% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | New | 15,280 | 1,805 | 0.05% | — | 62 | +15,280 | New | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 15,163 | 1,791 | 0.01% | 0.0% | 63 | +13,248 | 691.8% | Q4 2025 | Feb 13, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 15,151 | 1,790 | 0.75% | 0.76% | 64 | +96 | 0.64% | Q4 2025 | Feb 03, 2026 |
| Belpointe Asset Management LLC | History | Added to | 15,128 | 1,787 | 0.06% | 0.06% | 65 | +2,151 | 16.58% | Q4 2025 | Jan 27, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 14,589 | 1,723 | 0.1% | 0.07% | 66 | +4,800 | 49.03% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,760 | 1,625 | 0.03% | 0.03% | 67 | +1,863 | 15.66% | Q4 2025 | Feb 13, 2026 |
| Private Capital Management, LLC | History | Added to | 12,061 | 1,425 | 0.13% | 0.12% | 68 | +573 | 4.99% | Q4 2025 | Feb 17, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 11,768 | 1,390 | 0.24% | 0.23% | 69 | +1,176 | 11.1% | Q4 2025 | Jan 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 11,690 | 1,381 | 0.08% | 0.12% | 70 | -3,356 | -22.3% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 11,560 | 1,365 | 0.0% | 0.0% | 71 | +2,756 | 31.3% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 11,501 | 1,359 | 0.08% | 0.14% | 72 | -7,586 | -39.74% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 11,260 | 1,330 | 0.0% | — | 73 | +11,260 | New | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 11,054 | 1,306 | 0.01% | 0.0% | 74 | +33 | 0.3% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,350 | 1,223 | 0.01% | 0.01% | 75 | +481 | 4.87% | Q4 2025 | Jan 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 9,910 | 1,170 | 0.06% | 0.07% | 76 | -282 | -2.77% | Q4 2025 | Jan 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9,200 | 1,087 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Goodwin Investment Advisory | History | No change | 9,144 | 1,080 | 1.19% | 1.12% | 78 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| REDW Wealth LLC | History | Added to | 8,964 | 1,059 | 0.4% | 0.17% | 79 | +5,092 | 131.51% | Q4 2025 | Jan 28, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 8,875 | 1,048 | 0.08% | 0.08% | 80 | -100 | -1.11% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,592 | 1,034 | 0.03% | 0.02% | 81 | +3,682 | 74.99% | Q4 2025 | Jan 28, 2026 |
| Carnegie Investment Counsel | History | Added to | 8,470 | 1,000 | 0.02% | 0.02% | 82 | +509 | 6.39% | Q4 2025 | Jan 23, 2026 |
| PSI Advisors, LLC | History | Added to | 8,462 | 999 | 0.25% | 0.15% | 83 | +3,331 | 64.92% | Q4 2025 | Feb 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 8,246 | 974 | 0.05% | 0.06% | 84 | -619 | -6.98% | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 7,809 | 933 | 0.09% | 0.09% | 85 | +610 | 8.47% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Added to | 7,889 | 932 | 0.0% | 0.0% | 86 | +894 | 12.78% | Q4 2025 | Jan 30, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 7,784 | 919 | 0.13% | — | 87 | +7,784 | New | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,474 | 883 | 0.02% | 0.02% | 88 | -475 | -5.98% | Q4 2025 | Feb 11, 2026 |
| Allegheny Financial Group | History | Added to | 7,338 | 867 | 0.13% | 0.16% | 89 | +32 | 0.44% | Q4 2025 | Feb 02, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 7,020 | 829 | 0.76% | — | 90 | +7,020 | New | Q4 2025 | Feb 27, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 6,683 | 790 | 0.18% | 0.21% | 91 | -1,028 | -13.33% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,477 | 765 | 0.0% | 0.0% | 92 | +6,077 | 1519.25% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Reduced | 6,402 | 756 | 0.03% | 0.08% | 93 | -9,451 | -59.62% | Q4 2025 | Feb 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 5,983 | 706 | 0.02% | 0.02% | 94 | +395 | 7.07% | Q4 2025 | Feb 17, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 5,964 | 686 | 0.25% | 0.29% | 95 | +25 | 0.42% | Q4 2025 | Jan 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,785 | 683 | 0.01% | 0.01% | 96 | +2,079 | 56.1% | Q4 2025 | Feb 09, 2026 |
| Michels Family Financial, LLC | History | Added to | 5,573 | 658 | 0.48% | 0.45% | 97 | +501 | 9.88% | Q4 2025 | Feb 19, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | New | 4,976 | 587 | 0.03% | — | 98 | +4,976 | New | Q4 2025 | Feb 12, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 4,753 | 583 | 0.26% | 0.29% | 99 | -644 | -11.93% | Q4 2025 | Feb 13, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 4,805 | 567 | 0.39% | 0.34% | 100 | +590 | 14.0% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | No change | 4,507 | 533 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,486 | 530 | 0.0% | 0.0% | 102 | +3,659 | 442.44% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 4,401 | 520 | 0.0% | 0.0% | 103 | +234 | 5.62% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,354 | 517 | 0.03% | 0.04% | 104 | -84 | -1.89% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,210 | 497 | 0.0% | 0.0% | 105 | -115 | -2.66% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 4,086 | 482 | 0.0% | 0.0% | 106 | -125 | -2.97% | Q4 2025 | Feb 17, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 4,079 | 475 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,933 | 464 | 0.0% | 0.0% | 109 | +952 | 31.94% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 3,931 | 464 | 0.0% | 0.0% | 108 | -84 | -2.09% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 6,377 | 462 | 0.0% | 0.0% | 110 | +2,659 | 71.52% | Q4 2025 | Feb 17, 2026 |
| Avant Capital LLC | History | Added to | 3,806 | 449 | 0.31% | 0.3% | 111 | +127 | 3.45% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 3,771 | 445 | 0.0% | — | 112 | +3,771 | New | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,675 | 434 | 0.16% | 0.15% | 113 | +39 | 1.07% | Q4 2025 | Jan 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,623 | 428 | 0.0% | 0.0% | 114 | +428 | 13.4% | Q4 2025 | Feb 06, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 3,550 | 419 | 0.03% | 0.03% | 115 | -6 | -0.17% | Q4 2025 | Feb 18, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,533 | 417 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 3,414 | 403 | 0.01% | — | 117 | +3,414 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 3,414 | 403 | 0.02% | — | 118 | +3,414 | New | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 3,260 | 385 | 0.0% | 0.0% | 119 | -243 | -6.94% | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 3,186 | 376 | 0.04% | 0.04% | 120 | -3 | -0.09% | Q4 2025 | Feb 18, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,032 | 358 | 0.01% | 0.01% | 121 | +361 | 13.52% | Q4 2025 | Jan 12, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 2,811 | 339 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,821 | 333 | 0.02% | 0.02% | 123 | +75 | 2.73% | Q4 2025 | Feb 20, 2026 |
| FLC Capital Advisors | History | No change | 2,800 | 330 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Orion Capital Management LLC | History | No change | 2,770 | 327 | 0.11% | 0.11% | 125 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 2,710 | 320 | 0.24% | 0.25% | 126 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| London & Capital Asset Management Ltd | History | New | 2,615 | 308 | 0.0% | — | 127 | +2,615 | New | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | New | 2,520 | 298 | 0.01% | — | 128 | +2,520 | New | Q4 2025 | Feb 12, 2026 |
| Independent Advisor Alliance | History | No change | 2,516 | 297 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,426 | 286 | 0.0% | — | 130 | +2,426 | New | Q4 2025 | Feb 18, 2026 |
| Zhang Financial LLC | History | New | 2,410 | 284 | 0.01% | — | 131 | +2,410 | New | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,372 | 280 | 0.0% | 0.01% | 132 | +2 | 0.08% | Q4 2025 | Feb 06, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 2,244 | 265 | 0.09% | 0.09% | 133 | +10 | 0.45% | Q4 2025 | Feb 05, 2026 |
| Diversified Trust Co | History | No change | 2,165 | 255 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BlackRock, Inc. | History | No change | 2,165 | 255 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ATX Financial Planning, LLC | History | New | 2,120 | 250 | 0.19% | — | 136 | +2,120 | New | Q4 2025 | Feb 19, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,082 | 246 | 0.0% | 0.0% | 137 | +325 | 18.5% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,072 | 244 | 0.0% | 0.0% | 138 | -2,223 | -51.76% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 2,013 | 238 | 0.0% | 0.0% | 139 | +13 | 0.65% | Q4 2025 | Feb 09, 2026 |
| High Falls Advisors, Inc | History | Added to | 2,000 | 236 | 0.05% | 0.05% | 140 | +22 | 1.11% | Q4 2025 | Feb 18, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 1,992 | 235 | 0.0% | — | 142 | +1,992 | New | Q4 2025 | Feb 02, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,996 | 235 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,821 | 215 | 0.0% | 0.0% | 143 | +6 | 0.33% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 1,810 | 213 | 0.01% | — | 144 | +1,810 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 1,781 | 210 | 0.0% | — | 145 | +1,781 | New | Q4 2025 | Feb 17, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 1,773 | 209 | 0.06% | 0.05% | 146 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 1,757 | 207 | 0.0% | — | 147 | +1,757 | New | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,751 | 206 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,740 | 205 | 0.01% | — | 149 | +1,740 | New | Q4 2025 | Feb 03, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,643 | 194 | 0.17% | 0.17% | 150 | +8 | 0.49% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | No change | 1,441 | 170 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,228 | 145 | 0.14% | — | 152 | +1,228 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 1,058 | 125 | 0.0% | 0.0% | 153 | +18 | 1.73% | Q4 2025 | Feb 06, 2026 |
| Graney & King, LLC | History | No change | 782 | 92 | 0.05% | 0.06% | 154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 766 | 90 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Spire Wealth Management | History | No change | 750 | 88 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 570 | 67 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 570 | 67 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| United Community Bank | History | No change | 555 | 65 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 502 | 59 | 0.0% | — | 160 | +501 | 50100.0% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 477 | 56 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 481 | 56 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 433 | 51 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 407 | 48 | 0.0% | 0.0% | 164 | +28 | 7.39% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 281 | 33 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PITTENGER & ANDERSON INC | History | New | 250 | 29 | 0.0% | — | 166 | +250 | New | Q4 2025 | Feb 02, 2026 |
| Biltmore Family Office, LLC | History | No change | 139 | 16 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Providence Capital Advisors, LLC | History | No change | 111 | 13 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | New | 100 | 11 | 0.0% | — | 169 | +100 | New | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 65 | 7 | 0.0% | 0.0% | 170 | -5 | -7.14% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 5 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 37 | 4 | 0.0% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | New | 21 | 2 | 0.0% | — | 175 | +21 | New | Q4 2025 | Feb 17, 2026 |
| Fairway Wealth LLC | History | New | 20 | 2 | 0.0% | — | 176 | +20 | New | Q4 2025 | Jan 28, 2026 |
| Archer Investment Corp | History | Added to | 19 | 2 | 0.0% | 0.0% | 173 | +9 | 90.0% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -66,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -39,856 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -21,621 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,640 | -100.0% | Q3 2025 | Oct 14, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,093 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,780 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,768 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,149 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 20, 2025 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -535 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -473 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -276 | -100.0% | Q3 2025 | Nov 04, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 10, 2025 |