INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - GTO
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 | 4,825,157 | 225,962 | 0.06% | 0.06% | 1 | +291,304 | 6.43% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,812,087 | 178,520 | 0.01% | 0.0% | 2 | +2,680,104 | 236.76% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,286,444 | 153,904 | 0.04% | 0.04% | 3 | +297,194 | 9.94% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,662,221 | 124,619 | 0.18% | 0.19% | 4 | -44,072 | -1.63% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 2,000,635 | 93,689 | 0.01% | 0.03% | 5 | -2,180,673 | -52.15% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 1,786,634 | 83,668 | 0.22% | 0.26% | 6 | -274,303 | -13.31% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,620,740 | 75,899 | 0.0% | 0.0% | 7 | -101,682 | -5.9% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,331,112 | 62,336 | 0.01% | 0.01% | 8 | +191,848 | 16.84% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,265,076 | 59,243 | 0.28% | 0.25% | 9 | +125,255 | 10.99% | Q1 2026 | Apr 24, 2026 |
| Brio Consultants, LLC | History | Added to | 1,193,943 | 55,972 | 6.84% | 7.01% | 10 | +56,196 | 4.94% | Q1 2026 | May 06, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 839,094 | 39,294 | 4.83% | 4.7% | 11 | +26,222 | 3.23% | Q1 2026 | Apr 10, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 768,519 | 35,989 | 4.05% | 4.11% | 12 | +27,377 | 3.69% | Q1 2026 | Apr 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 679,154 | 31,804 | 0.01% | 0.01% | 13 | +104,298 | 18.14% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 616,515 | 28,871 | 0.91% | 0.9% | 14 | +23,811 | 4.02% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | Added to | 613,523 | 28,731 | 0.31% | 0.01% | 15 | +607,272 | 9714.8% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 553,657 | 25,927 | 0.03% | 0.03% | 16 | +66,612 | 13.68% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Reduced | 508,545 | 23,815 | 0.27% | 0.28% | 17 | -2,769 | -0.54% | Q1 2026 | Apr 16, 2026 |
| Petix & Botte Co | History | Added to | 489,736 | 22,934 | 5.11% | 4.94% | 18 | +30,121 | 6.55% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 482,051 | 22,396 | 0.01% | 0.01% | 19 | +185,222 | 62.4% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | Added to | 392,050 | 18,359 | 7.41% | 5.55% | 20 | +121,863 | 45.1% | Q1 2026 | Apr 29, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 380,778 | 17,831 | 0.44% | 0.45% | 21 | +18,147 | 5.0% | Q1 2026 | Apr 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 378,854 | 17,741 | 1.31% | 1.25% | 22 | +6,817 | 1.83% | Q1 2026 | Apr 13, 2026 |
| Richmond Investment Services, LLC | History | Added to | 359,478 | 16,833 | 2.72% | 2.83% | 23 | +14,422 | 4.18% | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 343,781 | 16,099 | 0.0% | 0.0% | 24 | +33,750 | 10.89% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 314,337 | 14,720 | 0.02% | 0.0% | 25 | +284,522 | 954.29% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 306,158 | 14,337 | 0.23% | 0.22% | 26 | +23,395 | 8.27% | Q1 2026 | Apr 27, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 291,422 | 13,755 | 3.63% | 3.62% | 27 | +20,145 | 7.43% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 285,809 | 13,384 | 0.04% | 0.03% | 28 | +5,249 | 1.87% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 285,055 | 13,349 | 0.15% | 0.16% | 29 | +37,238 | 15.03% | Q1 2026 | May 15, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 278,841 | 13,058 | 4.1% | 4.04% | 30 | +4,563 | 1.66% | Q1 2026 | Apr 06, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 272,616 | 12,766 | 0.46% | 0.51% | 31 | -36,974 | -11.94% | Q1 2026 | Apr 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 259,986 | 12,175 | 0.83% | 0.91% | 32 | -49,219 | -15.92% | Q1 2026 | May 21, 2026 |
| KWB Wealth | History | Reduced | 250,037 | 11,856 | 1.17% | 1.13% | 33 | -731 | -0.29% | Q1 2026 | Apr 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 237,368 | 11,115 | 0.06% | 0.04% | 34 | -1,468 | -0.61% | Q1 2026 | Apr 29, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 207,784 | 9,730 | 3.77% | 4.45% | 35 | +13,167 | 6.77% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 198,267 | 9,284 | 0.0% | — | 36 | +198,267 | New | Q1 2026 | May 12, 2026 |
| Cooper Financial Group | History | Added to | 196,095 | 9,183 | 0.93% | 0.9% | 37 | +17,948 | 10.07% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 43,123 | 9,026 | 0.42% | 0.04% | 38 | -170,912 | -79.85% | Q1 2026 | May 15, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 183,966 | 8,615 | 5.14% | 4.41% | 39 | +47,590 | 34.9% | Q1 2026 | May 14, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 176,005 | 8,242 | 1.89% | 2.13% | 40 | -18,171 | -9.36% | Q1 2026 | Apr 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 171,338 | 8,023 | 0.09% | 0.05% | 41 | +70,429 | 69.79% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | Added to | 170,782 | 7,997 | 0.46% | 0.46% | 42 | +6,809 | 4.15% | Q1 2026 | May 14, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 164,321 | 7,695 | 1.4% | 1.24% | 43 | +14,537 | 9.71% | Q1 2026 | May 11, 2026 |
| BOS Asset Management, LLC | History | Added to | 154,681 | 7,243 | 1.85% | 1.78% | 44 | +14,265 | 10.16% | Q1 2026 | Apr 08, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 153,183 | 7,173 | 1.27% | 1.05% | 45 | +33,561 | 28.06% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 145,351 | 6,806 | 0.0% | 0.0% | 46 | +13,977 | 10.64% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 143,115 | 6,702 | 0.16% | 0.16% | 47 | +5,801 | 4.22% | Q1 2026 | May 15, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 141,670 | 6,634 | 0.93% | 0.86% | 48 | +9,642 | 7.3% | Q1 2026 | May 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 132,475 | 6,203 | 0.78% | 1.37% | 49 | -19,537 | -12.85% | Q1 2026 | May 18, 2026 |
| Daner Wealth Management, LLC | History | Added to | 131,991 | 6,187 | 3.64% | 3.58% | 50 | +9,244 | 7.53% | Q1 2026 | May 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 130,196 | 6,078 | 2.02% | 1.93% | 51 | +6,810 | 5.52% | Q1 2026 | Apr 27, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 129,560 | 6,067 | 0.8% | — | 52 | +129,560 | New | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 114,672 | 5,370 | 0.01% | 0.01% | 53 | +36,872 | 47.39% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 112,614 | 5,273 | 0.04% | 0.05% | 54 | +17,825 | 18.8% | Q1 2026 | May 15, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 110,170 | 5,159 | 1.25% | 1.31% | 55 | +893 | 0.82% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 106,194 | 4,989 | 0.01% | 0.01% | 56 | -73,047 | -40.75% | Q1 2026 | Apr 08, 2026 |
| Fjell Capital, LLC | History | Added to | 99,500 | 4,659 | 3.58% | 3.6% | 57 | +464 | 0.47% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 95,332 | 4,464 | 0.0% | 0.0% | 58 | +1,438 | 1.53% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 92,574 | 4,335 | 0.16% | 0.13% | 59 | +22,327 | 31.78% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 90,642 | 4,244 | 0.01% | 0.01% | 60 | +1,084 | 1.21% | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 89,765 | 4,203 | 0.99% | 1.1% | 61 | -5,936 | -6.2% | Q1 2026 | Apr 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 85,243 | 3,991 | 0.27% | 0.48% | 62 | -40,947 | -32.45% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 84,592 | 3,961 | 0.08% | 0.09% | 63 | +3,928 | 4.87% | Q1 2026 | Apr 13, 2026 |
| Mechanics Bank Trust Department | History | Added to | 80,847 | 3,786 | 0.52% | 0.48% | 64 | +2,829 | 3.63% | Q1 2026 | Apr 09, 2026 |
| Colonial River Investments, LLC | History | Reduced | 77,834 | 3,644 | 1.31% | 1.43% | 65 | -6,510 | -7.72% | Q1 2026 | Apr 27, 2026 |
| Northwest Financial Advisors | History | Added to | 77,457 | 3,627 | 7.0% | 6.88% | 66 | +6,923 | 9.82% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 70,091 | 3,272 | 0.0% | 0.0% | 67 | +1,263 | 1.84% | Q1 2026 | May 13, 2026 |
| Avid Wealth Partners LLC | History | Added to | 68,366 | 3,201 | 1.51% | 1.54% | 68 | +2,032 | 3.06% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 65,226 | 3,055 | 0.01% | 0.01% | 69 | +1,355 | 2.12% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 63,961 | 2,995 | 0.01% | 0.01% | 70 | +8,977 | 16.33% | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Reduced | 61,014 | 2,857 | 0.14% | 0.42% | 71 | -122,799 | -66.81% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | Reduced | 58,952 | 2,760 | 0.7% | 1.08% | 72 | -21,262 | -26.51% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 57,622 | 2,698 | 0.0% | 0.0% | 73 | +1,084 | 1.92% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | New | 56,217 | 2,614 | 1.27% | — | 74 | +56,217 | New | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 51,522 | 2,412 | 0.04% | — | 75 | +51,522 | New | Q1 2026 | May 01, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 45,854 | 2,147 | 1.14% | 1.27% | 76 | -6,312 | -12.1% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 45,810 | 2,145 | 0.12% | 0.14% | 77 | -4,558 | -9.05% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 44,663 | 2,091 | 0.0% | — | 78 | +44,663 | New | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 44,553 | 2,088 | 0.06% | 0.09% | 79 | -23 | -0.05% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 39,530 | 1,851 | 0.08% | 0.09% | 80 | +1,014 | 2.63% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 35,880 | 1,680 | 0.01% | 0.02% | 81 | -2,198 | -5.77% | Q1 2026 | Apr 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 35,247 | 1,650 | 0.87% | — | 82 | +35,247 | New | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 32,360 | 1,515 | 0.01% | 0.02% | 83 | +751 | 2.38% | Q1 2026 | May 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 32,328 | 1,513 | 0.11% | 0.09% | 84 | +4,592 | 16.56% | Q1 2026 | Apr 20, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 32,194 | 1,507 | 0.78% | 0.84% | 85 | -1,183 | -3.54% | Q1 2026 | May 11, 2026 |
| Retirement Planning Group, LLC | History | No change | 31,537 | 1,476 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PAX Financial Group, LLC | History | Reduced | 31,272 | 1,464 | 0.25% | 0.28% | 87 | -2,600 | -7.68% | Q1 2026 | Apr 27, 2026 |
| Sequent Planning LLC | History | Added to | 30,486 | 1,427 | 0.35% | 0.35% | 88 | +1,290 | 4.42% | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 28,585 | 1,338 | 0.07% | 0.08% | 89 | -342 | -1.18% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 27,903 | 1,306 | 0.01% | 0.01% | 90 | -1,893 | -6.35% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,455 | 1,145 | 0.02% | 0.01% | 91 | +9,102 | 59.28% | Q1 2026 | May 18, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 23,072 | 1,080 | 0.41% | 0.44% | 92 | -1,625 | -6.58% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Reduced | 22,989 | 1,076 | 0.0% | 0.01% | 93 | -14,061 | -37.95% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 22,938 | 1,074 | 0.01% | 0.01% | 94 | -5,053 | -18.05% | Q1 2026 | May 05, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 22,774 | 1,066 | 0.03% | 0.03% | 95 | -1,016 | -4.27% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 21,942 | 1,028 | 0.0% | — | 96 | +21,942 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,702 | 1,017 | 0.01% | 0.0% | 97 | +20,244 | 1388.48% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 20,867 | 977 | 0.0% | 0.0% | 98 | -860 | -3.96% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,598 | 964 | 0.0% | 0.0% | 99 | -228 | -1.09% | Q1 2026 | Apr 27, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 19,382 | 907 | 0.2% | 0.19% | 100 | +2,329 | 13.66% | Q1 2026 | Apr 22, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 17,538 | 821 | 0.61% | 0.66% | 101 | -940 | -5.09% | Q1 2026 | May 05, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 16,968 | 794 | 0.78% | 0.72% | 102 | -1,367 | -7.46% | Q1 2026 | May 12, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 15,663 | 733 | 0.47% | 0.49% | 103 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 14,379 | 673 | 0.01% | 0.01% | 104 | +880 | 6.52% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,327 | 670 | 0.01% | 0.0% | 105 | +13,063 | 1033.47% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 14,215 | 666 | 0.0% | 0.0% | 106 | +3,193 | 28.97% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 14,036 | 657 | 0.0% | 0.0% | 107 | +209 | 1.51% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 13,651 | 647 | 0.0% | 0.0% | 108 | -37 | -0.27% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,748 | 643 | 0.0% | 0.0% | 109 | +11,309 | 463.67% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 13,541 | 634 | 0.01% | 0.01% | 110 | -1,817 | -11.83% | Q1 2026 | Apr 17, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 13,377 | 626 | 0.06% | 0.06% | 111 | +1,077 | 8.76% | Q1 2026 | May 08, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 13,280 | 621 | 0.32% | 0.32% | 112 | +611 | 4.82% | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisors LLC | History | No change | 13,209 | 620 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| &PARTNERS | History | Added to | 13,030 | 610 | 0.0% | 0.0% | 114 | +2,538 | 24.19% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 12,908 | 604 | 0.02% | — | 115 | +12,908 | New | Q1 2026 | May 19, 2026 |
| Gateway Wealth Partners, LLC | History | New | 12,732 | 596 | 0.02% | — | 116 | +12,732 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 12,586 | 589 | 0.02% | 0.03% | 117 | -11,899 | -48.6% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 12,539 | 587 | 0.01% | 0.01% | 118 | +115 | 0.93% | Q1 2026 | Apr 10, 2026 |
| Sowell Financial Services LLC | History | Added to | 12,483 | 584 | 0.02% | 0.01% | 119 | +5,489 | 78.48% | Q1 2026 | Apr 20, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 11,589 | 542 | 0.11% | 0.17% | 120 | -4,845 | -29.48% | Q1 2026 | May 08, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 11,472 | 537 | 0.04% | 0.04% | 121 | +1,735 | 17.82% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 10,469 | 490 | 0.02% | 0.02% | 122 | -5,590 | -34.81% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 10,361 | 489 | 0.02% | 0.02% | 123 | +563 | 5.75% | Q1 2026 | Apr 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 10,300 | 482 | 0.1% | 0.11% | 124 | -2,089 | -16.86% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,059 | 477 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,943 | 465 | 0.04% | 0.01% | 126 | +7,844 | 373.7% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | Added to | 9,712 | 454 | 0.02% | 0.02% | 127 | +1,060 | 12.25% | Q1 2026 | Apr 28, 2026 |
| Community Bank & Trust, Waco, Texas | History | Added to | 9,575 | 448 | 0.09% | 0.09% | 128 | +750 | 8.5% | Q1 2026 | Apr 17, 2026 |
| Alteri Wealth LLC | History | Added to | 9,543 | 446 | 0.14% | 0.13% | 129 | +1,065 | 12.56% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 9,487 | 444 | 0.14% | 0.16% | 130 | -280 | -2.87% | Q1 2026 | Apr 24, 2026 |
| Empirical Asset Management, LLC | History | Added to | 9,475 | 443 | 0.12% | 0.11% | 131 | +1,498 | 18.78% | Q1 2026 | May 11, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 9,385 | 439 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 9,316 | 438 | 0.05% | 0.07% | 133 | -740 | -7.36% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 9,108 | 426 | 0.0% | 0.0% | 134 | -33 | -0.36% | Q1 2026 | May 05, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 9,081 | 425 | 0.08% | 0.08% | 135 | -150 | -1.62% | Q1 2026 | May 11, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,814 | 412 | 0.03% | 0.04% | 136 | -968 | -9.9% | Q1 2026 | Apr 08, 2026 |
| MGO ONE SEVEN LLC | History | New | 8,503 | 398 | 0.01% | — | 137 | +8,503 | New | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,486 | 397 | 0.02% | 0.02% | 138 | +2,272 | 36.56% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,434 | 394 | 0.0% | 0.01% | 139 | -2,508 | -22.92% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Reduced | 8,313 | 389 | 0.01% | 0.01% | 140 | -362 | -4.17% | Q1 2026 | Apr 22, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 8,244 | 386 | 0.01% | 0.01% | 141 | +2,291 | 38.48% | Q1 2026 | May 15, 2026 |
| Appalachian Capital Management Ltd | History | Reduced | 7,985 | 373 | 0.3% | 0.31% | 142 | -73 | -0.91% | Q1 2026 | Apr 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 7,896 | 369 | 0.02% | 0.02% | 143 | +996 | 14.43% | Q1 2026 | Apr 16, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,581 | 355 | 0.02% | 0.02% | 144 | -12 | -0.16% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 7,428 | 352 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,375 | 345 | 0.0% | 0.0% | 146 | -583 | -7.33% | Q1 2026 | Apr 27, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 7,339 | 343 | 0.14% | 0.13% | 147 | +82 | 1.13% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,877 | 322 | 0.0% | 0.0% | 148 | -5,521 | -44.53% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 6,625 | 310 | 0.0% | — | 149 | +6,625 | New | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 6,529 | 309 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 6,584 | 308 | 0.0% | 0.0% | 151 | +94 | 1.45% | Q1 2026 | May 14, 2026 |
| Meridian Financial Advisors, LLC | History | New | 6,540 | 306 | 0.17% | — | 152 | +6,540 | New | Q1 2026 | Apr 21, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 6,436 | 301 | 0.21% | 0.21% | 153 | +689 | 11.99% | Q1 2026 | Apr 21, 2026 |
| BIP Wealth, LLC | History | No change | 6,400 | 299 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,200 | 290 | 0.0% | 0.0% | 155 | +63 | 1.03% | Q1 2026 | May 15, 2026 |
| Summit Wealth Group, LLC | History | Added to | 6,024 | 282 | 0.06% | 0.07% | 156 | +116 | 1.96% | Q1 2026 | May 04, 2026 |
| Fortis Group Advisors, LLC | History | No change | 5,943 | 278 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 5,875 | 275 | 0.28% | 0.3% | 158 | +56 | 0.96% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,621 | 263 | 0.0% | 0.0% | 159 | +373 | 7.11% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 5,598 | 262 | 0.01% | 0.01% | 160 | -737 | -11.63% | Q1 2026 | May 13, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 5,152 | 241 | 0.19% | 0.19% | 161 | +55 | 1.08% | Q1 2026 | Apr 27, 2026 |
| Axim Planning & Wealth | History | Reduced | 4,815 | 225 | 0.27% | 0.35% | 162 | -2,105 | -30.42% | Q1 2026 | May 14, 2026 |
| Proactive Wealth Strategies LLC | History | New | 4,343 | 203 | 0.04% | — | 164 | +4,343 | New | Q1 2026 | Apr 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 4,350 | 203 | 0.01% | 0.01% | 163 | -43 | -0.98% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,814 | 178 | 0.0% | 0.0% | 165 | +2,189 | 134.71% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 3,683 | 172 | 0.09% | 0.09% | 166 | +292 | 8.61% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,445 | 161 | 0.0% | 0.0% | 167 | -236 | -6.41% | Q1 2026 | May 14, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 2,865 | 134 | 0.03% | 0.04% | 168 | -165 | -5.45% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,722 | 127 | 0.0% | 0.01% | 169 | -969 | -26.25% | Q1 2026 | Apr 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 2,368 | 111 | 0.14% | 0.15% | 170 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,185 | 102 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 2,006 | 93 | 0.0% | 0.0% | 172 | +336 | 20.12% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,714 | 81 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,668 | 78 | 0.22% | 0.47% | 174 | -227,106 | -99.27% | Q1 2026 | May 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,580 | 73 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 1,521 | 71 | 0.0% | 0.0% | 176 | +800 | 110.96% | Q1 2026 | May 15, 2026 |
| Y.D. More Investments Ltd | History | New | 1,500 | 70 | 0.0% | — | 177 | +1,500 | New | Q1 2026 | May 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,110 | 51 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Longview Financial Advisors, Inc. | History | New | 1,028 | 48 | 0.03% | — | 179 | +1,028 | New | Q1 2026 | Apr 20, 2026 |
| LGT Financial Advisors LLC | History | No change | 823 | 38 | 0.19% | 0.24% | 180 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 705 | 32 | 0.0% | 0.0% | 181 | +234 | 49.68% | Q1 2026 | May 13, 2026 |
| Your Advocates Ltd., LLP | History | New | 614 | 28 | 0.01% | — | 182 | +614 | New | Q1 2026 | Apr 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 543 | 25 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NFSG Corp | History | No change | 501 | 23 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Key FInancial Inc | History | No change | 491 | 22 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 430 | 20 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 358 | 16 | 0.0% | 0.0% | 187 | -5,905 | -94.28% | Q1 2026 | May 05, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 342 | 16 | 0.01% | 0.01% | 188 | +3 | 0.88% | Q1 2026 | May 01, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 271 | 12 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Walsh & Associates, LLC | History | No change | 131 | 6 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 118 | 5 | 0.0% | — | 192 | +118 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 126 | 5 | 0.0% | 0.0% | 191 | -5 | -3.82% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | New | 105 | 4 | 0.0% | — | 193 | +105 | New | Q1 2026 | May 05, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Holos Integrated Wealth LLC | History | New | 62 | 2 | 0.0% | — | 195 | +62 | New | Q1 2026 | Apr 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 42 | 1 | 0.0% | 0.0% | 196 | -142 | -77.17% | Q1 2026 | May 12, 2026 |
| Wagner Wealth Management, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -224,498 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 6.32% | — | -123,697 | -100.0% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,225 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -48,994 | -100.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -41,905 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -22,993 | -100.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,142 | -100.0% | Q1 2026 | May 20, 2026 |
| TSG Advice Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,716 | -100.0% | Q1 2026 | Apr 24, 2026 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,527 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,450 | -100.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -6,636 | -100.0% | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,662 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Kera Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,193 | -100.0% | Q1 2026 | May 06, 2026 |
| Williams & Novak, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,875 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,799 | -100.0% | Q1 2026 | May 11, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,711 | -100.0% | Q1 2026 | Apr 07, 2026 |
| IVC Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,369 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -4,221 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -538 | -100.0% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8 | 0 | — | 0.0% | — | -79 | -90.8% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 11, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |