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 | No change | 5,430,827 | 254,542 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,060,480 | 237,184 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,690,727 | 172,984 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,841,584 | 133,189 | 0.16% | 0.16% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,889,850 | 88,577 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,700,539 | 79,704 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 1,420,756 | 66,590 | 0.31% | 0.31% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,332,787 | 62,467 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brio Consultants, LLC | History | No change | 1,250,499 | 58,610 | 6.87% | 6.87% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 866,849 | 40,629 | 4.43% | 4.43% | 10 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 804,528 | 37,796 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 799,598 | 37,477 | 3.74% | 3.74% | 12 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 700,663 | 32,840 | 0.93% | 0.93% | 13 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 698,589 | 32,742 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 675,575 | 31,664 | 4.25% | 4.25% | 15 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | No change | 645,855 | 30,271 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northwest Financial Advisors | History | No change | 531,961 | 24,933 | 3.32% | 3.32% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Petix & Botte Co | History | No change | 510,124 | 23,909 | 4.81% | 4.81% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brookstone Capital Management | History | No change | 508,289 | 23,823 | 0.24% | 0.24% | 19 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| American Capital Advisory, LLC | History | No change | 429,003 | 20,107 | 7.32% | 7.32% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | No change | 402,684 | 18,873 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 373,361 | 17,499 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 357,563 | 16,758 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | No change | 352,169 | 16,506 | 1.41% | 1.41% | 24 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 348,756 | 16,346 | 1.52% | 1.52% | 25 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 323,263 | 15,151 | 3.71% | 3.71% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 305,776 | 14,319 | 0.24% | 0.24% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stewardship Advisors, LLC | History | No change | 304,688 | 14,280 | 2.97% | 2.97% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Financial Network, Inc. | History | No change | 294,261 | 13,792 | 0.43% | 0.43% | 29 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 297,666 | 13,272 | 3.85% | 3.96% | 30 | +6,733 | 2.31% | Q3 2026 | Oct 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 282,743 | 13,252 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 279,531 | 13,101 | 0.46% | 0.46% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 271,276 | 12,714 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 266,113 | 12,472 | 0.68% | 0.68% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 252,255 | 11,823 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 241,027 | 11,296 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Allocation Strategies LLC | History | No change | 233,199 | 10,930 | 1.68% | 1.68% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 217,763 | 10,196 | 1.51% | 1.51% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cooper Financial Group | History | No change | 199,851 | 9,367 | 0.78% | 0.78% | 39 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 192,081 | 9,002 | 3.06% | 3.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Richmond Investment Services, LLC | History | No change | 187,970 | 8,810 | 2.79% | 2.79% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Regal Investment Advisors LLC | History | No change | 181,605 | 8,511 | 0.44% | 0.44% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 170,759 | 8,003 | 0.17% | 0.17% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 169,600 | 7,949 | 1.17% | 1.17% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BOS Asset Management, LLC | History | No change | 162,897 | 7,634 | 1.77% | 1.77% | 45 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 161,241 | 7,557 | 0.12% | 0.12% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 156,630 | 7,341 | 3.04% | 3.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 146,948 | 6,887 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 143,525 | 6,727 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 141,260 | 6,620 | 1.29% | 1.29% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 136,325 | 6,389 | 0.7% | 0.7% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 135,707 | 6,361 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 134,326 | 6,295 | 1.8% | 1.8% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daner Wealth Management, LLC | History | No change | 133,964 | 6,217 | 3.37% | 3.37% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 124,092 | 5,816 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 116,593 | 5,430 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CHANNEL WEALTH LLC | History | No change | 110,640 | 5,185 | 1.16% | 1.16% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 105,320 | 4,936 | 0.16% | 0.16% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Insight Wealth Partners, LLC | History | No change | 104,378 | 4,892 | 0.66% | 0.66% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 101,693 | 4,766 | 0.09% | 0.09% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 99,776 | 4,676 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fjell Capital, LLC | History | No change | 99,685 | 4,672 | 3.19% | 3.19% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | No change | 89,891 | 4,213 | 0.14% | 0.14% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 84,987 | 3,983 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 82,024 | 3,838 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mechanics Bank Trust Department | History | No change | 78,613 | 3,684 | 0.46% | 0.46% | 66 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 76,353 | 3,578 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 59,070 | 2,768 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 58,403 | 2,737 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 56,165 | 2,632 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tidemark, LLC | History | No change | 55,320 | 2,592 | 0.58% | 0.58% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | No change | 54,902 | 2,573 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 51,816 | 2,428 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PFG Advisors | History | No change | 50,041 | 2,345 | 0.12% | 0.12% | 74 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | No change | 48,526 | 2,274 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 47,922 | 2,212 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 47,922 | 2,212 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Destiny Capital Corp/CO | History | No change | 45,640 | 2,139 | 0.99% | 0.99% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 43,871 | 2,056 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 41,655 | 1,952 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VestGen Advisors, LLC | History | No change | 41,597 | 1,949 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 40,546 | 1,900 | 0.87% | 0.87% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 38,297 | 1,795 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 37,696 | 1,766 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PAX Financial Group, LLC | History | No change | 35,698 | 1,673 | 0.25% | 0.25% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sequent Planning LLC | History | No change | 31,281 | 1,466 | 0.31% | 0.31% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasure Coast Financial Planning | History | No change | 29,813 | 1,397 | 0.68% | 0.68% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 28,783 | 1,352 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | No change | 28,699 | 1,345 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Group, LLC | History | No change | 27,573 | 1,292 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 27,550 | 1,291 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 27,278 | 1,278 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,831 | 1,257 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 25,559 | 1,197 | 0.57% | 0.57% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspire Capital Advisors LLC | History | No change | 25,475 | 1,194 | 0.23% | 0.23% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | History | No change | 23,688 | 1,110 | 0.12% | 0.12% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 22,586 | 1,059 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 22,352 | 1,047 | 0.35% | 0.35% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avid Wealth Partners LLC | History | No change | 22,198 | 1,040 | 0.5% | 0.5% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 21,717 | 1,017 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 21,003 | 984 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | No change | 20,321 | 952 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 19,530 | 915 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 19,315 | 905 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 17,785 | 833 | 0.62% | 0.62% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 17,106 | 801 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 16,427 | 769 | 0.44% | 0.44% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 16,278 | 762 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 16,086 | 753 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 15,919 | 746 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 14,851 | 696 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 14,756 | 691 | 0.32% | 0.32% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | No change | 14,397 | 674 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 13,771 | 645 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empirical Asset Management, LLC | History | No change | 13,708 | 642 | 0.14% | 0.14% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 13,599 | 637 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 13,477 | 631 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathway Financial Advisors LLC | History | No change | 13,209 | 618 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 12,618 | 591 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | No change | 12,414 | 581 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RFG Advisory, LLC | History | No change | 12,165 | 570 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 11,490 | 538 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 11,494 | 538 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alteri Wealth LLC | History | No change | 11,255 | 527 | 0.15% | 0.15% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 10,808 | 506 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Krilogy Financial LLC | History | No change | 10,751 | 503 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Community Bank & Trust, Waco, Texas | History | No change | 10,374 | 486 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 10,300 | 482 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,255 | 480 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | No change | 10,185 | 477 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tailwinds Wealth, LLC | History | No change | 10,195 | 477 | 0.28% | 0.28% | 131 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Western Wealth Management, LLC | History | No change | 10,015 | 469 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,673 | 453 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 9,505 | 445 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 9,385 | 439 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 9,258 | 434 | 0.14% | 0.14% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 9,136 | 428 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Heartland Consultants, Inc. | History | No change | 8,878 | 416 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Asset One Wealth Management LLC | History | No change | 8,909 | 415 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 8,768 | 410 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 8,582 | 402 | 0.19% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MSH Capital Advisors LLC | History | No change | 8,116 | 380 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Appalachian Capital Management Ltd | History | No change | 8,062 | 377 | 0.27% | 0.27% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 7,602 | 356 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 7,531 | 352 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 7,455 | 349 | 0.21% | 0.21% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 7,331 | 343 | 0.11% | 0.11% | 147 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 6,776 | 317 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 6,718 | 314 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,648 | 311 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 6,645 | 311 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Watch Advisors, INC | History | No change | 6,480 | 303 | 0.1% | 0.1% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 6,400 | 299 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 6,385 | 299 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 6,318 | 296 | 0.28% | 0.28% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 6,133 | 287 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 6,099 | 285 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Wealth Group, LLC | History | No change | 6,024 | 282 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,649 | 264 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 5,638 | 264 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,309 | 248 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 5,207 | 244 | 0.17% | 0.17% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,181 | 242 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 4,770 | 223 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capasso Planning Partners LLC | History | No change | 4,541 | 212 | 0.11% | 0.11% | 165 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Axim Planning & Wealth | History | No change | 4,465 | 209 | 0.29% | 0.29% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 4,428 | 207 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 4,391 | 205 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,350 | 203 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | No change | 4,319 | 202 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,834 | 179 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 3,766 | 176 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,687 | 172 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 2,368 | 110 | 0.12% | 0.12% | 174 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,985 | 93 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,691 | 79 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,700 | 79 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 1,618 | 75 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,580 | 74 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,500 | 70 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,110 | 52 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LGT Financial Advisors LLC | History | No change | 823 | 38 | 0.2% | 0.2% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 572 | 26 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 562 | 26 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 543 | 25 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NFSG Corp | History | No change | 501 | 23 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 468 | 21 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 430 | 20 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concord Wealth Partners | History | No change | 373 | 17 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CDKV HOLDINGS LLC | History | No change | 344 | 16 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 286 | 13 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 133 | 6 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walsh & Associates, LLC | History | No change | 131 | 6 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 137 | 6 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 118 | 5 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 88 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holos Integrated Wealth LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 42 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |