INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - GTO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 4,533,853 | 214,995 | 0.06% | 0.06% | 1 | +53,523 | 1.19% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 4,181,308 | 198,277 | 0.03% | 0.02% | 2 | +1,680,006 | 67.17% | Q4 2025 | Feb 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,989,250 | 141,750 | 0.04% | 0.04% | 3 | +58,344 | 1.99% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,706,293 | 128,335 | 0.19% | 0.19% | 4 | -198,541 | -6.83% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 2,060,937 | 97,730 | 0.26% | 0.27% | 5 | +161,323 | 8.49% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 1,722,422 | 81,677 | 0.0% | 0.0% | 6 | +70,358 | 4.26% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,139,821 | 54,050 | 0.25% | 0.27% | 7 | -35,127 | -2.99% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,139,264 | 54,023 | 0.01% | 0.01% | 8 | -6,542 | -0.57% | Q4 2025 | Feb 10, 2026 |
| Brio Consultants, LLC | History | Added to | 1,137,747 | 53,951 | 7.01% | 6.93% | 9 | +78,129 | 7.37% | Q4 2025 | Feb 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,131,983 | 53,678 | 0.0% | 0.0% | 10 | +65,695 | 6.16% | Q4 2025 | Feb 17, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 812,872 | 38,546 | 4.7% | 5.01% | 11 | -64,121 | -7.31% | Q4 2025 | Jan 27, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 741,142 | 35,144 | 4.11% | 4.21% | 12 | +16,215 | 2.24% | Q4 2025 | Jan 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 592,704 | 28,106 | 0.9% | 0.86% | 13 | -28,888 | -4.65% | Q4 2025 | Jan 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 574,856 | 27,259 | 0.01% | 0.01% | 14 | +49,743 | 9.47% | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Added to | 511,314 | 24,246 | 0.28% | 0.28% | 15 | +17,220 | 3.49% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 487,045 | 23,095 | 0.03% | 0.03% | 16 | -36,038 | -6.89% | Q4 2025 | Feb 17, 2026 |
| Petix & Botte Co | History | Added to | 459,615 | 21,794 | 4.94% | 4.42% | 17 | +56,741 | 14.08% | Q4 2025 | Feb 05, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 372,037 | 17,642 | 1.25% | 1.06% | 18 | +40,903 | 12.35% | Q4 2025 | Jan 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 362,631 | 17,195 | 0.45% | 0.46% | 19 | +16,356 | 4.72% | Q4 2025 | Feb 13, 2026 |
| Richmond Investment Services, LLC | History | Added to | 345,056 | 16,362 | 2.83% | 2.74% | 20 | +35,475 | 11.46% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 310,031 | 14,701 | 0.0% | 0.0% | 21 | -35,737 | -10.34% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 309,590 | 14,680 | 0.51% | 0.53% | 22 | -4,602 | -1.46% | Q4 2025 | Jan 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 309,205 | 14,662 | 0.91% | 0.99% | 23 | +20,727 | 7.18% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 296,829 | 14,075 | 0.01% | 0.01% | 24 | +54,962 | 22.72% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 282,763 | 13,408 | 0.22% | 0.25% | 25 | +22,232 | 8.53% | Q4 2025 | Mar 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 280,560 | 13,304 | 0.03% | 0.03% | 26 | +47,605 | 20.44% | Q4 2025 | Feb 13, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 274,278 | 13,006 | 4.04% | 3.43% | 27 | +43,858 | 19.03% | Q4 2025 | Jan 15, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 271,277 | 12,861 | 3.62% | 4.01% | 28 | -5,091 | -1.84% | Q4 2025 | Feb 09, 2026 |
| American Capital Advisory, LLC | History | Added to | 270,187 | 12,812 | 5.55% | 4.29% | 29 | +75,702 | 38.92% | Q4 2025 | Jan 30, 2026 |
| KWB Wealth | History | Reduced | 250,768 | 11,891 | 1.13% | 3.93% | 30 | -507,217 | -66.92% | Q4 2025 | Jan 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 247,817 | 11,751 | 0.16% | 0.19% | 31 | +32,891 | 15.3% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 238,836 | 11,325 | 0.04% | 0.04% | 32 | +25,491 | 11.95% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Reduced | 228,774 | 10,848 | 0.47% | 0.58% | 33 | -41,887 | -15.48% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 224,498 | 10,645 | 0.18% | 0.09% | 34 | +132,023 | 142.77% | Q4 2025 | Feb 19, 2026 |
| NewEdge Advisors, LLC | History | Added to | 214,035 | 10,149 | 0.04% | 0.04% | 35 | +27,229 | 14.58% | Q4 2025 | Feb 18, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 194,617 | 9,228 | 4.45% | 4.79% | 36 | +70 | 0.04% | Q4 2025 | Jan 22, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 194,176 | 9,207 | 2.13% | 2.92% | 37 | -65,339 | -25.18% | Q4 2025 | Jan 15, 2026 |
| PFG Advisors | History | Added to | 183,813 | 8,716 | 0.42% | 0.35% | 38 | +5,819 | 3.27% | Q4 2025 | Jan 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 179,241 | 8,517 | 0.01% | 0.01% | 39 | -22,557 | -11.18% | Q4 2025 | Jan 08, 2026 |
| Cooper Financial Group | History | Added to | 178,147 | 8,447 | 0.9% | 0.29% | 40 | +122,699 | 221.29% | Q4 2025 | Jan 08, 2026 |
| Regal Investment Advisors LLC | History | Added to | 163,973 | 7,775 | 0.46% | 0.49% | 41 | +5,815 | 3.68% | Q4 2025 | Feb 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 152,012 | 7,208 | 1.37% | 1.06% | 42 | -8,302 | -5.18% | Q4 2025 | Feb 02, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 149,784 | 7,102 | 1.24% | 1.32% | 43 | +6,016 | 4.18% | Q4 2025 | Jan 29, 2026 |
| BOS Asset Management, LLC | History | Added to | 140,416 | 6,658 | 1.78% | 1.81% | 44 | +5,111 | 3.78% | Q4 2025 | Jan 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 137,314 | 6,511 | 0.16% | 0.16% | 45 | +1,329 | 0.98% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 136,376 | 6,469 | 4.41% | 0.61% | 46 | +100,736 | 282.65% | Q4 2025 | Feb 17, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 132,028 | 6,260 | 0.86% | 1.8% | 47 | +7,424 | 5.96% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 131,374 | 6,229 | 0.0% | — | 48 | +131,374 | New | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 126,190 | 5,983 | 0.48% | 0.61% | 49 | -15,950 | -11.22% | Q4 2025 | Jan 13, 2026 |
| Wilian Securities, LLC | History | New | 123,697 | 5,865 | 6.32% | — | 50 | +123,697 | New | Q4 2025 | Feb 06, 2026 |
| Daner Wealth Management, LLC | History | Added to | 122,747 | 5,851 | 3.58% | 3.42% | 51 | +12,657 | 11.5% | Q4 2025 | Feb 11, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 123,386 | 5,850 | 1.93% | 1.78% | 52 | +14,572 | 13.39% | Q4 2025 | Feb 05, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 119,622 | 5,672 | 1.05% | 1.49% | 53 | -39,039 | -24.61% | Q4 2025 | Feb 13, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 109,277 | 5,181 | 1.31% | 1.44% | 54 | -3,927 | -3.47% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 100,909 | 4,785 | 0.05% | 0.06% | 55 | +33,319 | 49.3% | Q4 2025 | Jan 29, 2026 |
| Fjell Capital, LLC | History | Added to | 99,036 | 4,696 | 3.6% | 4.06% | 56 | +1,866 | 1.92% | Q4 2025 | Jan 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 95,701 | 4,538 | 1.1% | 1.5% | 57 | -23,084 | -19.43% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 94,789 | 4,494 | 0.05% | 0.06% | 58 | -42,678 | -31.05% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 93,894 | 4,452 | 0.0% | 0.0% | 59 | +3,504 | 3.88% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 89,558 | 4,246 | 0.01% | 0.01% | 60 | +4,228 | 4.95% | Q4 2025 | Feb 13, 2026 |
| Colonial River Investments, LLC | History | Reduced | 84,344 | 3,999 | 1.43% | 1.63% | 61 | -8,556 | -9.21% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Added to | 80,664 | 3,825 | 0.09% | 0.1% | 62 | +1,515 | 1.91% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | Reduced | 80,214 | 3,803 | 1.08% | 1.16% | 63 | -3,728 | -4.44% | Q4 2025 | Feb 10, 2026 |
| Mechanics Bank Trust Department | History | Added to | 78,018 | 3,699 | 0.48% | 0.49% | 64 | +4,027 | 5.44% | Q4 2025 | Jan 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 77,800 | 3,689 | 0.01% | 0.01% | 65 | -8,998 | -10.37% | Q4 2025 | Feb 17, 2026 |
| Northwest Financial Advisors | History | Added to | 70,534 | 3,344 | 6.88% | 3.55% | 66 | +12,388 | 21.3% | Q4 2025 | Jan 26, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 70,247 | 3,331 | 0.13% | 0.13% | 67 | +34 | 0.05% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 68,828 | 3,263 | 0.0% | 0.0% | 68 | -10,912 | -13.68% | Q4 2025 | Feb 11, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 66,334 | 3,145 | 1.54% | 1.89% | 69 | -13,523 | -16.93% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 63,871 | 3,029 | 0.01% | 0.01% | 70 | +309 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Added to | 56,538 | 2,678 | 0.0% | 0.0% | 71 | +2,979 | 5.56% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 54,984 | 2,607 | 0.01% | 0.01% | 72 | +11,473 | 26.37% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 53,225 | 2,523 | 0.0% | 0.0% | 73 | +3,225 | 6.45% | Q4 2025 | Mar 25, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 52,166 | 2,473 | 1.27% | 1.38% | 74 | -1,178 | -2.21% | Q4 2025 | Jan 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 50,368 | 2,388 | 0.14% | 0.09% | 75 | +18,415 | 57.63% | Q4 2025 | Jan 30, 2026 |
| Diversify Advisory Services, LLC | History | New | 48,994 | 2,331 | 0.07% | — | 76 | +48,994 | New | Q4 2025 | Jan 23, 2026 |
| VestGen Advisors, LLC | History | Reduced | 44,576 | 2,113 | 0.09% | 0.34% | 77 | -168,470 | -79.08% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 41,905 | 1,987 | 0.05% | 0.03% | 78 | +3,408 | 8.85% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 38,516 | 1,826 | 0.09% | 0.08% | 79 | +970 | 2.58% | Q4 2025 | Jan 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 38,078 | 1,806 | 0.02% | 0.01% | 80 | +2,243 | 6.26% | Q4 2025 | Jan 05, 2026 |
| Lido Advisors, LLC | History | Added to | 37,050 | 1,760 | 0.01% | 0.01% | 81 | +3 | 0.01% | Q4 2025 | Feb 10, 2026 |
| PAX Financial Group, LLC | History | Reduced | 33,872 | 1,606 | 0.28% | 0.3% | 82 | -1,373 | -3.9% | Q4 2025 | Feb 05, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 33,377 | 1,582 | 0.84% | 0.89% | 83 | -114 | -0.34% | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | Added to | 31,609 | 1,498 | 0.02% | 0.02% | 84 | +4,102 | 14.91% | Q4 2025 | Feb 09, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 31,537 | 1,495 | 0.05% | 0.05% | 85 | -234 | -0.74% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 29,815 | 1,413 | 0.0% | 0.0% | 86 | +4,975 | 20.03% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 29,796 | 1,412 | 0.01% | 0.01% | 87 | -797 | -2.61% | Q4 2025 | Feb 12, 2026 |
| Sequent Planning LLC | History | Added to | 29,196 | 1,384 | 0.35% | 0.36% | 88 | +2,850 | 10.82% | Q4 2025 | Feb 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 28,927 | 1,371 | 0.08% | 0.09% | 89 | -3,195 | -9.95% | Q4 2025 | Feb 04, 2026 |
| Sanctuary Advisors, LLC | History | New | 27,991 | 1,327 | 0.01% | — | 90 | +27,991 | New | Q4 2025 | Jan 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 27,736 | 1,318 | 0.09% | 0.09% | 91 | +3,499 | 14.44% | Q4 2025 | Jan 15, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 24,697 | 1,171 | 0.44% | 0.46% | 92 | -196 | -0.79% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 24,485 | 1,161 | 0.03% | 0.05% | 93 | -10,482 | -29.98% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 23,790 | 1,128 | 0.03% | 0.04% | 94 | -4,295 | -15.29% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 22,993 | 1,090 | 0.06% | 0.04% | 95 | +5,888 | 34.42% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 21,727 | 1,030 | 0.0% | 0.0% | 96 | -3,349 | -13.36% | Q4 2025 | Feb 11, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 21,142 | 1,003 | 0.06% | 0.06% | 97 | +704 | 3.44% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,826 | 987 | 0.0% | 0.0% | 98 | -30,132 | -59.13% | Q4 2025 | Feb 12, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 18,478 | 876 | 0.66% | — | 99 | +18,478 | New | Q4 2025 | Feb 11, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 18,335 | 869 | 0.72% | 0.72% | 100 | +15 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 17,053 | 808 | 0.19% | 0.15% | 101 | +4,025 | 30.89% | Q4 2025 | Jan 16, 2026 |
| MSH Capital Advisors LLC | History | Added to | 16,434 | 779 | 0.17% | 0.2% | 102 | +451 | 2.82% | Q4 2025 | Feb 09, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 16,059 | 762 | 0.02% | 0.07% | 103 | -21,822 | -57.61% | Q4 2025 | Feb 13, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 15,663 | 742 | 0.49% | 0.59% | 104 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Reduced | 15,358 | 728 | 0.01% | 0.02% | 105 | -1,278 | -7.68% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 15,353 | 728 | 0.01% | 0.02% | 106 | -574 | -3.6% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 13,827 | 655 | 0.0% | 0.0% | 107 | -320 | -2.26% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | New | 13,688 | 649 | 0.0% | — | 108 | +13,688 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,499 | 640 | 0.01% | 0.01% | 109 | +50 | 0.37% | Q4 2025 | Feb 12, 2026 |
| Pathway Financial Advisors LLC | History | No change | 13,209 | 627 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 12,669 | 600 | 0.32% | 0.31% | 111 | +609 | 5.05% | Q4 2025 | Feb 24, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 12,424 | 589 | 0.01% | 0.01% | 112 | +316 | 2.61% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,398 | 587 | 0.0% | 0.01% | 113 | -3,297 | -21.01% | Q4 2025 | Jan 26, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 12,389 | 587 | 0.11% | 0.13% | 114 | -880 | -6.63% | Q4 2025 | Feb 04, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 12,300 | 583 | 0.06% | 0.08% | 115 | +308 | 2.57% | Q4 2025 | Jan 12, 2026 |
| Betterment LLC | History | Added to | 11,022 | 523 | 0.0% | 0.0% | 116 | +3,588 | 48.26% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,942 | 518 | 0.01% | 0.01% | 117 | -30 | -0.27% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 10,492 | 497 | 0.0% | 0.0% | 118 | -1,751 | -14.3% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 10,059 | 477 | 0.01% | 0.01% | 119 | +1,361 | 15.65% | Q4 2025 | Feb 06, 2026 |
| Asset One Wealth Management LLC | History | New | 10,056 | 476 | 0.07% | — | 120 | +10,056 | New | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | No change | 9,798 | 465 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,782 | 463 | 0.04% | 0.04% | 122 | +151 | 1.57% | Q4 2025 | Jan 09, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 9,737 | 461 | 0.04% | 0.04% | 123 | +2,067 | 26.95% | Q4 2025 | Jan 27, 2026 |
| TSG Advice Partners, LLC | History | New | 9,716 | 460 | 0.07% | — | 124 | +9,716 | New | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Reduced | 9,527 | 451 | 0.06% | 0.19% | 125 | -20,989 | -68.78% | Q4 2025 | Feb 12, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 9,385 | 445 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 9,231 | 437 | 0.08% | 0.09% | 127 | -530 | -5.43% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | New | 9,141 | 433 | 0.0% | — | 128 | +9,141 | New | Q4 2025 | Feb 05, 2026 |
| Community Bank & Trust, Waco, Texas | History | New | 8,825 | 418 | 0.09% | — | 129 | +8,825 | New | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Reduced | 8,675 | 411 | 0.01% | 0.02% | 130 | -759 | -8.05% | Q4 2025 | Jan 14, 2026 |
| Bogart Wealth, LLC | History | Added to | 8,652 | 410 | 0.02% | 0.01% | 131 | +895 | 11.54% | Q4 2025 | Jan 30, 2026 |
| Alteri Wealth LLC | History | Added to | 8,478 | 402 | 0.13% | 0.13% | 132 | +387 | 4.78% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | New | 8,450 | 400 | 0.01% | — | 133 | +8,450 | New | Q4 2025 | Feb 13, 2026 |
| Appalachian Capital Management Ltd | History | New | 8,058 | 382 | 0.31% | — | 134 | +8,058 | New | Q4 2025 | Feb 17, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 7,977 | 378 | 0.11% | 0.12% | 135 | -1,390 | -14.84% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,958 | 377 | 0.0% | 0.0% | 136 | +1,833 | 29.93% | Q4 2025 | Feb 02, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,593 | 360 | 0.02% | 0.02% | 137 | -467 | -5.79% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 7,428 | 352 | 0.0% | 0.0% | 138 | -8,458 | -53.24% | Q4 2025 | Jan 29, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 7,257 | 344 | 0.13% | 0.07% | 139 | +3,747 | 106.75% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,994 | 331 | 0.01% | 0.01% | 140 | +1,087 | 18.4% | Q4 2025 | Jan 21, 2026 |
| Axim Planning & Wealth | History | Reduced | 6,920 | 328 | 0.35% | 0.28% | 141 | -514 | -6.91% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 6,900 | 327 | 0.02% | — | 142 | +6,900 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,636 | 314 | 0.0% | 0.0% | 143 | -6,032 | -47.62% | Q4 2025 | Feb 18, 2026 |
| Vise Technologies, Inc. | History | Reduced | 6,529 | 309 | 0.01% | 0.01% | 144 | -392 | -5.66% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 6,490 | 307 | 0.0% | 0.0% | 145 | -526 | -7.5% | Q4 2025 | Feb 12, 2026 |
| BIP Wealth, LLC | History | No change | 6,400 | 303 | 0.01% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GeoWealth Management, LLC | History | Reduced | 6,335 | 300 | 0.01% | 0.05% | 147 | -20,050 | -75.99% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Added to | 6,251 | 296 | 0.01% | 0.01% | 149 | +356 | 6.04% | Q4 2025 | Feb 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 6,263 | 296 | 0.0% | 0.0% | 148 | +75 | 1.21% | Q4 2025 | Feb 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 6,214 | 294 | 0.02% | — | 150 | +6,214 | New | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,137 | 291 | 0.0% | 0.01% | 151 | -1,157 | -15.86% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,953 | 282 | 0.01% | 0.01% | 152 | +146 | 2.51% | Q4 2025 | Feb 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 5,943 | 281 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Summit Wealth Group, LLC | History | New | 5,908 | 280 | 0.07% | — | 154 | +5,908 | New | Q4 2025 | Feb 06, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 5,819 | 276 | 0.3% | — | 155 | +5,819 | New | Q4 2025 | Mar 02, 2026 |
| ADG Wealth Management Group, LLC | History | New | 5,747 | 272 | 0.21% | — | 156 | +5,747 | New | Q4 2025 | Jan 15, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 5,662 | 268 | 0.08% | 0.09% | 157 | +68 | 1.22% | Q4 2025 | Jan 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,248 | 248 | 0.0% | 0.0% | 158 | +72 | 1.39% | Q4 2025 | Feb 13, 2026 |
| Kera Capital Partners, Inc. | History | No change | 5,193 | 246 | 0.03% | 0.04% | 159 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 5,097 | 241 | 0.19% | 0.21% | 160 | -129 | -2.47% | Q4 2025 | Jan 26, 2026 |
| Williams & Novak, LLC | History | Added to | 4,875 | 231 | 0.17% | 0.17% | 161 | +289 | 6.3% | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | New | 4,799 | 227 | 0.01% | — | 162 | +4,799 | New | Q4 2025 | Jan 20, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 4,711 | 223 | 0.13% | 0.13% | 163 | +68 | 1.46% | Q4 2025 | Jan 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,393 | 208 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IVC Wealth Advisors LLC | History | New | 4,369 | 207 | 0.09% | — | 165 | +4,369 | New | Q4 2025 | Jan 16, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 4,221 | 200 | 0.03% | — | 166 | +4,221 | New | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,691 | 175 | 0.01% | 0.01% | 167 | -19 | -0.51% | Q4 2025 | Jan 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,681 | 174 | 0.01% | 0.01% | 168 | -625 | -14.51% | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 3,391 | 160 | 0.09% | — | 169 | +3,391 | New | Q4 2025 | Feb 17, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 3,030 | 143 | 0.04% | 0.05% | 170 | -1,163 | -27.74% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,439 | 115 | 0.0% | 0.0% | 171 | +607 | 33.13% | Q4 2025 | Feb 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 2,368 | 112 | 0.15% | 0.16% | 172 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,185 | 103 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,099 | 99 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 1,714 | 81 | 0.0% | — | 175 | +1,714 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,670 | 79 | 0.0% | — | 176 | +1,670 | New | Q4 2025 | Feb 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,625 | 77 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 1,580 | 74 | 0.01% | 0.02% | 178 | -2,626 | -62.43% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,458 | 69 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,264 | 59 | 0.0% | 0.0% | 180 | -14 | -1.1% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,110 | 52 | 0.02% | 0.01% | 181 | +66 | 6.32% | Q4 2025 | Jan 22, 2026 |
| LGT Financial Advisors LLC | History | No change | 823 | 39 | 0.24% | 0.08% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | New | 721 | 34 | 0.0% | — | 183 | +721 | New | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | No change | 538 | 25 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 543 | 25 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | Reduced | 491 | 23 | 0.0% | 0.0% | 186 | -53 | -9.74% | Q4 2025 | Feb 09, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 501 | 23 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 471 | 22 | 0.0% | 0.0% | 188 | -40 | -7.83% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 430 | 20 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CDKV HOLDINGS LLC | History | New | 339 | 16 | 0.01% | — | 190 | +339 | New | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 271 | 12 | 0.01% | 0.0% | 191 | +107 | 65.24% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 131 | 6 | 0.0% | 0.0% | 192 | -37 | -22.02% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 87 | 4 | 0.0% | — | 193 | +87 | New | Q4 2025 | Feb 10, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wilkerson Advisory Group LLC | History | New | 27 | 1 | 0.0% | — | 199 | +27 | New | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | New | 22 | 1 | 0.0% | — | 195 | +22 | New | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 22 | 1 | 0.0% | 0.0% | 197 | -21 | -48.84% | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 30 | 1 | 0.0% | 0.0% | 196 | +1 | 3.45% | Q4 2025 | Jan 30, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 38 | 1 | 0.0% | 0.0% | 198 | +1 | 2.7% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111,964 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sandbox Financial Partners, LLC | History | Closed out | 0 | 0 | — | 1.09% | — | -80,049 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -63,263 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,695 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Financial Designs Corp | History | Closed out | 0 | 0 | — | 0.47% | — | -17,109 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -7,763 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BLVD Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -6,973 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Solutions 4 Wealth, Ltd | History | Closed out | 0 | 0 | — | 0.48% | — | -6,560 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,875 | -100.0% | Q3 2025 | Nov 12, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -615 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -613 | -100.0% | Q3 2025 | Oct 20, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 13, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 05, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ancora Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |