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 | 2,017,496 | 232,496 | 0.06% | 0.06% | 1 | +252,131 | 14.28% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,053,691 | 121,427 | 0.03% | 0.0% | 2 | +968,876 | 1142.34% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 688,546 | 79,348 | 0.0% | 0.0% | 3 | +61,485 | 9.81% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 678,768 | 78,221 | 0.08% | 0.08% | 4 | +22,443 | 3.42% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 542,440 | 62,466 | 0.01% | 0.02% | 5 | -181,351 | -25.06% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 462,130 | 53,257 | 0.08% | 0.05% | 6 | +170,124 | 58.26% | Q1 2026 | May 15, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 346,724 | 39,956 | 30.32% | 21.49% | 7 | +95,520 | 38.02% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 321,461 | 36,225 | 0.02% | 0.02% | 8 | +84,569 | 35.7% | Q1 2026 | May 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 311,446 | 35,891 | 10.01% | 10.38% | 9 | -531 | -0.17% | Q1 2026 | Apr 08, 2026 |
| Altus Wealth Management, LLC | History | Added to | 308,732 | 35,578 | 15.81% | 15.43% | 10 | +5,904 | 1.95% | Q1 2026 | Apr 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 281,275 | 32,414 | 0.01% | 0.01% | 11 | +55,897 | 24.8% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 260,206 | 29,986 | 0.14% | 0.1% | 12 | +73,797 | 39.59% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 246,138 | 28,364 | 0.0% | 0.0% | 13 | +19,959 | 8.82% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 209,098 | 24,096 | 0.05% | 0.04% | 14 | +23,954 | 12.94% | Q1 2026 | May 01, 2026 |
| RFP Financial Group LLC | History | Reduced | 184,357 | 21,245 | 11.55% | 25.94% | 15 | -274,069 | -59.78% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 182,746 | 21,060 | 0.05% | 0.05% | 16 | +9,872 | 5.71% | Q1 2026 | Apr 30, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 151,136 | 17,416 | 3.71% | 3.15% | 17 | +33,228 | 28.18% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 148,835 | 17,156 | 0.02% | 0.0% | 18 | +145,575 | 4465.49% | Q1 2026 | May 12, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 138,942 | 16,011 | 3.61% | 3.94% | 19 | -7,107 | -4.87% | Q1 2026 | Apr 17, 2026 |
| Fiduciary Planning LLC | History | Reduced | 135,550 | 15,620 | 4.72% | 4.9% | 20 | -991 | -0.73% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 128,325 | 14,788 | 0.01% | 0.01% | 21 | -25,326 | -16.48% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 124,598 | 14,358 | 0.0% | 0.0% | 22 | +12,970 | 11.62% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 120,041 | 13,833 | 0.02% | 0.02% | 23 | +8,433 | 7.56% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 111,670 | 12,868 | 0.19% | 0.2% | 24 | +4,137 | 3.85% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 103,346 | 11,909 | 0.0% | 0.0% | 25 | +35,123 | 51.48% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 103,297 | 11,903 | 0.04% | 0.0% | 26 | +99,364 | 2526.42% | Q1 2026 | Jun 02, 2026 |
| KPP Advisory Services LLC | History | Added to | 102,185 | 11,775 | 1.71% | 1.11% | 27 | +37,248 | 57.36% | Q1 2026 | Apr 24, 2026 |
| Argent Advisors, Inc. | History | Added to | 93,309 | 10,752 | 2.94% | 2.9% | 28 | +5,289 | 6.01% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 79,936 | 9,211 | 0.01% | 0.01% | 29 | +10,019 | 14.33% | Q1 2026 | Apr 27, 2026 |
| Forza Wealth Management, LLC | History | Added to | 78,706 | 9,070 | 3.16% | 2.87% | 30 | +11,599 | 17.28% | Q1 2026 | Apr 30, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 78,526 | 9,049 | 0.65% | 0.48% | 31 | +20,186 | 34.6% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 65,974 | 7,629 | 0.02% | 0.02% | 32 | -46,631 | -41.41% | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 63,322 | 7,297 | 0.1% | 0.08% | 33 | +16,654 | 35.69% | Q1 2026 | May 15, 2026 |
| Able Wealth Management LLC | History | Reduced | 61,864 | 7,129 | 1.91% | 4.22% | 34 | -51,056 | -45.21% | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Added to | 60,017 | 6,916 | 0.0% | 0.0% | 35 | +4,882 | 8.85% | Q1 2026 | May 05, 2026 |
| Rothschild Wealth LLC | History | Reduced | 54,281 | 6,255 | 0.57% | 0.7% | 36 | -7,306 | -11.86% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 53,695 | 6,187 | 0.05% | 0.05% | 37 | +2,340 | 4.56% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 53,020 | 6,110 | 0.0% | 0.0% | 38 | +50,948 | 2458.88% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 52,722 | 6,093 | 0.03% | 0.0% | 39 | +46,345 | 726.75% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 52,506 | 6,050 | 0.39% | 0.37% | 40 | +5,109 | 10.78% | Q1 2026 | Apr 15, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 50,914 | 5,867 | 2.13% | 1.37% | 41 | +18,047 | 54.91% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 48,095 | 5,542 | 0.04% | — | 42 | +48,095 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 47,596 | 5,484 | 0.02% | 0.0% | 43 | +36,036 | 311.73% | Q1 2026 | May 04, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 47,235 | 5,443 | 1.38% | 1.51% | 44 | +1,920 | 4.24% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 45,555 | 5,382 | 0.03% | 0.04% | 45 | +1,382 | 3.13% | Q1 2026 | May 15, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 39,463 | 4,547 | 2.64% | 2.71% | 46 | +2,055 | 5.49% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 39,208 | 4,518 | 0.01% | 0.01% | 47 | +2,795 | 7.68% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 38,751 | 4,465 | 0.02% | 0.05% | 48 | -73,335 | -65.43% | Q1 2026 | Apr 30, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 37,214 | 4,288 | 0.98% | 0.85% | 49 | +7,083 | 23.51% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 35,928 | 4,140 | 0.05% | 0.01% | 50 | +25,578 | 247.13% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 30,986 | 3,496 | 0.0% | 0.0% | 51 | -5,258 | -14.51% | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 29,855 | 3,440 | 0.07% | 0.07% | 52 | -881 | -2.87% | Q1 2026 | Apr 15, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | New | 28,202 | 3,392 | 1.89% | — | 53 | +28,202 | New | Q1 2026 | Apr 23, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 28,326 | 3,264 | 0.11% | 0.12% | 54 | -2,796 | -8.98% | Q1 2026 | May 07, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 26,679 | 3,074 | 0.13% | 0.14% | 55 | -759 | -2.77% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | Added to | 25,829 | 2,976 | 0.03% | 0.01% | 56 | +23,313 | 926.59% | Q1 2026 | May 12, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 23,200 | 2,673 | 1.0% | 1.0% | 57 | -1,275 | -5.21% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 22,767 | 2,623 | 0.03% | 0.03% | 58 | +5,342 | 30.66% | Q1 2026 | May 11, 2026 |
| REDW Wealth LLC | History | Added to | 22,466 | 2,588 | 1.03% | 0.4% | 59 | +13,502 | 150.62% | Q1 2026 | May 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 18,734 | 2,158 | 0.26% | 0.28% | 60 | +71 | 0.38% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 18,213 | 2,098 | 0.04% | 0.04% | 61 | -241 | -1.31% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 18,129 | 2,089 | 0.13% | 0.13% | 62 | +621 | 3.55% | Q1 2026 | Apr 13, 2026 |
| CoreFirst Bank & Trust | History | Added to | 17,866 | 2,058 | 1.09% | 1.11% | 63 | +547 | 3.16% | Q1 2026 | Jun 03, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 16,840 | 2,041 | 0.05% | 0.03% | 64 | +8,248 | 96.0% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Added to | 17,138 | 1,978 | 0.11% | 0.08% | 65 | +1,704 | 11.04% | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 16,912 | 1,949 | 0.12% | 0.11% | 66 | +702 | 4.33% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 16,519 | 1,904 | 0.05% | 0.05% | 67 | +1,239 | 8.11% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 16,450 | 1,895 | 0.07% | 0.06% | 68 | +1,322 | 8.74% | Q1 2026 | Apr 28, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 16,180 | 1,864 | 0.11% | 0.1% | 69 | +1,591 | 10.91% | Q1 2026 | May 01, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 15,957 | 1,838 | 0.76% | 0.75% | 70 | +806 | 5.32% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 15,858 | 1,827 | 0.01% | 0.01% | 71 | -72 | -0.45% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 15,292 | 1,762 | 0.01% | 0.0% | 72 | +12,866 | 530.34% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 15,055 | 1,734 | 0.01% | 0.01% | 73 | -108 | -0.71% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 14,998 | 1,728 | 0.0% | 0.0% | 74 | -6,147 | -29.07% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 14,628 | 1,685 | 0.0% | 0.0% | 75 | +8,151 | 125.85% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,385 | 1,658 | 0.01% | 0.02% | 76 | -2,224 | -13.39% | Q1 2026 | Apr 07, 2026 |
| HRT FINANCIAL LP | History | New | 14,210 | 1,637 | 0.0% | — | 77 | +14,210 | New | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,122 | 1,627 | 0.03% | 0.03% | 78 | +362 | 2.63% | Q1 2026 | May 18, 2026 |
| Private Capital Management, LLC | History | Added to | 12,912 | 1,488 | 0.15% | 0.13% | 79 | +851 | 7.06% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 12,720 | 1,465 | 0.0% | 0.0% | 80 | +1,460 | 12.97% | Q1 2026 | May 05, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 12,018 | 1,384 | 0.24% | 0.24% | 81 | +250 | 2.12% | Q1 2026 | Apr 17, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 11,365 | 1,309 | 0.08% | 0.08% | 82 | -136 | -1.18% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 11,054 | 1,306 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,757 | 1,239 | 0.0% | — | 84 | +10,757 | New | Q1 2026 | May 01, 2026 |
| WCG Wealth Advisors LLC | History | New | 10,071 | 1,160 | 0.03% | — | 85 | +10,071 | New | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 10,054 | 1,158 | 0.02% | 0.01% | 86 | +4,269 | 73.79% | Q1 2026 | May 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 9,987 | 1,150 | 0.17% | 0.13% | 87 | +2,203 | 28.3% | Q1 2026 | Apr 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 9,803 | 1,129 | 0.05% | 0.06% | 88 | -107 | -1.08% | Q1 2026 | Apr 28, 2026 |
| PSI Advisors, LLC | History | Added to | 9,772 | 1,126 | 0.27% | 0.25% | 89 | +1,310 | 15.48% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,305 | 1,072 | 0.0% | 0.0% | 90 | +5,095 | 121.02% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,204 | 1,060 | 0.0% | 0.0% | 91 | -11,578 | -55.71% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9,200 | 1,060 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Goodwin Investment Advisory | History | No change | 9,144 | 1,053 | 1.25% | 1.19% | 93 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 8,925 | 1,028 | 0.07% | 0.08% | 94 | +50 | 0.56% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 8,802 | 1,014 | 0.0% | 0.0% | 95 | +913 | 11.57% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 8,431 | 1,003 | 0.06% | 0.08% | 96 | -3,259 | -27.88% | Q1 2026 | Apr 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,681 | 1,000 | 0.11% | 0.09% | 98 | +872 | 11.17% | Q1 2026 | Apr 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 8,679 | 1,000 | 0.02% | 0.02% | 97 | +209 | 2.47% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 8,544 | 984 | 0.0% | 0.0% | 99 | +4,613 | 117.35% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 7,843 | 903 | 0.05% | 0.05% | 100 | -403 | -4.89% | Q1 2026 | Apr 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,756 | 893 | 0.03% | 0.02% | 101 | +282 | 3.77% | Q1 2026 | Apr 23, 2026 |
| Gotham Asset Management, LLC | History | New | 7,742 | 892 | 0.0% | — | 102 | +7,742 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | New | 7,722 | 889 | 0.01% | — | 103 | +7,722 | New | Q1 2026 | May 01, 2026 |
| Allegheny Financial Group | History | Added to | 7,372 | 849 | 0.11% | 0.13% | 104 | +34 | 0.46% | Q1 2026 | Apr 16, 2026 |
| StoneX Group Inc. | History | Added to | 6,499 | 748 | 0.04% | 0.03% | 105 | +97 | 1.52% | Q1 2026 | May 14, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 6,017 | 693 | 0.25% | 0.25% | 106 | +53 | 0.89% | Q1 2026 | Apr 23, 2026 |
| Michels Family Financial, LLC | History | Added to | 5,891 | 678 | 0.49% | 0.48% | 107 | +318 | 5.71% | Q1 2026 | Apr 24, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 5,417 | 624 | 0.16% | 0.18% | 108 | -1,266 | -18.94% | Q1 2026 | Apr 28, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 5,004 | 576 | 0.38% | 0.39% | 109 | +199 | 4.14% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,919 | 566 | 0.0% | — | 110 | +4,919 | New | Q1 2026 | May 15, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 4,680 | 560 | 0.23% | 0.26% | 111 | -73 | -1.54% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 4,825 | 556 | 0.0% | 0.0% | 112 | +739 | 18.09% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 4,791 | 552 | 0.0% | — | 113 | +4,791 | New | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 4,734 | 545 | 0.19% | 0.16% | 114 | +1,059 | 28.82% | Q1 2026 | Apr 23, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | New | 4,669 | 538 | 0.36% | — | 115 | +4,669 | New | Q1 2026 | May 07, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 4,566 | 526 | 0.01% | 0.02% | 116 | -1,417 | -23.68% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 4,507 | 519 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | New | 4,364 | 502 | 0.01% | — | 118 | +4,364 | New | Q1 2026 | Apr 17, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 4,101 | 472 | 0.05% | 0.05% | 119 | +22 | 0.54% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 4,020 | 463 | 0.01% | 0.0% | 120 | +2,007 | 99.7% | Q1 2026 | Apr 14, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 3,866 | 445 | 0.03% | — | 121 | +3,866 | New | Q1 2026 | May 05, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 3,842 | 442 | 0.05% | 0.04% | 122 | +1,031 | 36.68% | Q1 2026 | May 11, 2026 |
| Avant Capital LLC | History | Reduced | 3,784 | 436 | 0.31% | 0.31% | 123 | -22 | -0.58% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,771 | 434 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blue Chip Partners, LLC | History | Added to | 3,552 | 409 | 0.03% | 0.03% | 125 | +2 | 0.06% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,533 | 407 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 3,414 | 393 | 0.0% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 3,414 | 393 | 0.01% | 0.02% | 128 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,239 | 373 | 0.02% | 0.02% | 129 | +418 | 14.82% | Q1 2026 | May 15, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 3,192 | 367 | 0.08% | 0.06% | 131 | +1,419 | 80.03% | Q1 2026 | Apr 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 3,189 | 367 | 0.04% | 0.04% | 130 | +3 | 0.09% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,152 | 363 | 0.01% | 0.01% | 132 | +120 | 3.96% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 3,177 | 362 | 0.0% | 0.0% | 133 | +1,420 | 80.82% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,070 | 354 | 0.01% | 0.01% | 134 | +550 | 21.83% | Q1 2026 | Apr 21, 2026 |
| Princeton Global Asset Management LLC | History | New | 2,930 | 337 | 0.05% | — | 135 | +2,930 | New | Q1 2026 | Apr 22, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,842 | 327 | 0.0% | 0.0% | 136 | -1,644 | -36.65% | Q1 2026 | May 15, 2026 |
| FLC Capital Advisors | History | No change | 2,800 | 322 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Orion Capital Management LLC | History | No change | 2,770 | 319 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 2,710 | 312 | 0.24% | 0.24% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,704 | 311 | 0.01% | 0.0% | 140 | +622 | 29.88% | Q1 2026 | Jun 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,651 | 305 | 0.0% | 0.0% | 141 | +2,149 | 428.09% | Q1 2026 | May 11, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 2,521 | 284 | 0.09% | 0.09% | 142 | +277 | 12.34% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,372 | 280 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Stenger Family Office, LLC | History | New | 2,419 | 278 | 0.05% | — | 144 | +2,419 | New | Q1 2026 | Apr 29, 2026 |
| Zhang Financial LLC | History | No change | 2,410 | 277 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 2,360 | 271 | 0.04% | — | 146 | +2,360 | New | Q1 2026 | May 08, 2026 |
| Diversified Trust Co | History | No change | 2,165 | 249 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BlackRock, Inc. | History | No change | 2,165 | 249 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ATX Financial Planning, LLC | History | No change | 2,120 | 244 | 0.19% | 0.19% | 149 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 2,089 | 240 | 0.25% | 0.14% | 150 | +861 | 70.11% | Q1 2026 | May 13, 2026 |
| High Falls Advisors, Inc | History | No change | 2,000 | 236 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,996 | 230 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | New | 1,902 | 219 | 0.01% | — | 153 | +1,902 | New | Q1 2026 | May 04, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | New | 1,802 | 207 | 0.02% | — | 154 | +1,802 | New | Q1 2026 | Apr 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 1,777 | 204 | 0.01% | 0.01% | 155 | -33 | -1.82% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,751 | 201 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,740 | 200 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,650 | 190 | 0.16% | 0.17% | 158 | +7 | 0.43% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | New | 1,482 | 170 | 0.01% | — | 159 | +1,482 | New | Q1 2026 | May 19, 2026 |
| MAI Capital Management | History | No change | 1,441 | 166 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 1,263 | 145 | 0.0% | 0.0% | 161 | +205 | 19.38% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,155 | 133 | 0.0% | — | 162 | +1,155 | New | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Added to | 793 | 91 | 0.0% | 0.0% | 163 | +43 | 5.73% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 766 | 88 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 759 | 87 | 0.0% | — | 166 | +759 | New | Q1 2026 | May 15, 2026 |
| Graney & King, LLC | History | Reduced | 762 | 87 | 0.05% | 0.05% | 165 | -20 | -2.56% | Q1 2026 | May 18, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 570 | 65 | 0.02% | 0.03% | 167 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 570 | 65 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| United Community Bank | History | No change | 555 | 63 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 481 | 55 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 433 | 49 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | New | 383 | 44 | 0.0% | — | 172 | +383 | New | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 379 | 43 | 0.0% | 0.0% | 173 | -28 | -6.88% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 281 | 32 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 147 | 16 | 0.0% | 0.0% | 175 | +82 | 126.15% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | No change | 139 | 16 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | New | 135 | 15 | 0.0% | — | 177 | +135 | New | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 118 | 13 | 0.0% | — | 178 | +118 | New | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | Added to | 107 | 12 | 0.0% | 0.0% | 180 | +88 | 463.16% | Q1 2026 | May 04, 2026 |
| Providence Capital Advisors, LLC | History | No change | 111 | 12 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 80 | 9 | 0.0% | 0.0% | 181 | -397 | -83.23% | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | New | 50 | 5 | 0.0% | — | 184 | +50 | New | Q1 2026 | Apr 17, 2026 |
| Winch Advisory Services, LLC | History | New | 47 | 5 | 0.0% | — | 183 | +47 | New | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 5 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 35 | 4 | 0.0% | — | 186 | +35 | New | Q1 2026 | May 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 37 | 4 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 189 | -90 | -90.0% | Q1 2026 | May 06, 2026 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 1.82% | — | -80,853 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Financially Speaking Inc | History | Reduced | 1 | 0 | — | 3.16% | — | -41,289 | -100.0% | Q1 2026 | Apr 07, 2026 |
| OakTrust Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -7,020 | -100.0% | Q1 2026 | Apr 23, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,976 | -100.0% | Q1 2026 | May 21, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,401 | -100.0% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.03% | — | -4,354 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,623 | -100.0% | Q1 2026 | Apr 29, 2026 |
| London & Capital Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,615 | -100.0% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,992 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,821 | -100.0% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,781 | -100.0% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 01, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 23, 2026 |