Invesco Exchange-Traded Fund Trust II - IDMO
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 | 4,549,563 | 252,819 | 0.07% | 0.06% | 1 | +677,990 | 17.51% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,973,250 | 109,653 | 0.07% | 0.06% | 2 | +398,485 | 25.3% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 1,575,199 | 87,533 | 0.1% | 0.07% | 3 | +471,320 | 42.7% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,312,503 | 72,936 | 1.4% | 0.6% | 4 | +755,465 | 135.62% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 957,532 | 53,210 | 0.02% | 0.01% | 5 | +474,668 | 98.3% | Q4 2025 | Feb 18, 2026 |
| SHP Wealth Management | History | New | 862,441 | 47,925 | 3.73% | — | 6 | +862,441 | New | Q4 2025 | Mar 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 661,999 | 36,787 | 0.01% | 0.0% | 7 | +303,300 | 84.56% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 647,478 | 35,980 | 0.25% | 0.22% | 8 | +84,646 | 15.04% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Added to | 557,819 | 30,998 | 0.58% | 0.55% | 9 | +62,863 | 12.7% | Q4 2025 | Feb 03, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 548,779 | 30,495 | 8.49% | 7.25% | 10 | +61,555 | 12.63% | Q4 2025 | Jan 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 528,619 | 29,375 | 0.01% | 0.01% | 11 | +101,191 | 23.67% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 527,597 | 29,329 | 0.04% | 0.03% | 12 | +105,034 | 24.86% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 522,669 | 29,044 | 0.07% | 0.06% | 13 | +115,457 | 28.35% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 473,235 | 26,298 | 0.07% | 0.07% | 14 | +56,353 | 13.52% | Q4 2025 | Jan 26, 2026 |
| Drake & Associates, LLC | History | Added to | 472,938 | 26,281 | 5.23% | 4.71% | 15 | +55,549 | 13.31% | Q4 2025 | Feb 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 469,507 | 26,090 | 0.03% | 0.02% | 16 | +202,650 | 75.94% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 455,015 | 25,285 | 0.07% | 0.06% | 17 | +48,989 | 12.07% | Q4 2025 | Feb 05, 2026 |
| MANCHESTER FINANCIAL INC | History | New | 453,075 | 25,177 | 4.71% | — | 18 | +453,075 | New | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 450,000 | 25,006 | 0.0% | 0.0% | 19 | +355,164 | 374.5% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 441,833 | 24,552 | 2.28% | 2.17% | 20 | +53,509 | 13.78% | Q4 2025 | Feb 03, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 377,107 | 20,955 | 4.37% | 4.46% | 21 | -1,391 | -0.37% | Q4 2025 | Jan 22, 2026 |
| Retirement Management Systems Inc. | History | New | 365,121 | 20,289 | 5.19% | — | 22 | +365,121 | New | Q4 2025 | Feb 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 336,725 | 19,620 | 5.52% | 5.25% | 23 | +20,071 | 6.34% | Q4 2025 | Feb 09, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 319,537 | 17,756 | 2.04% | 1.95% | 24 | +12,319 | 4.01% | Q4 2025 | Jan 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 295,821 | 16,817 | 0.02% | 0.02% | 25 | +27,743 | 10.35% | Q4 2025 | Jan 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 294,873 | 16,386 | 0.02% | 0.01% | 26 | +137,771 | 87.7% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 277,622 | 15,427 | 0.07% | 0.02% | 27 | +187,192 | 207.0% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 276,561 | 15,368 | 0.71% | 1.44% | 28 | -7,028 | -2.48% | Q4 2025 | Feb 17, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 272,325 | 15,133 | 8.8% | 9.15% | 29 | +21,868 | 8.73% | Q4 2025 | Feb 05, 2026 |
| Clark Wealth Partners | History | No change | 270,151 | 15,012 | 9.14% | 9.14% | 30 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 266,107 | 14,787 | 1.89% | 1.55% | 31 | +48,578 | 22.33% | Q4 2025 | Feb 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 235,919 | 13,110 | 0.02% | — | 32 | +235,919 | New | Q4 2025 | Feb 05, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 226,187 | 12,569 | 1.41% | 1.57% | 33 | -17,240 | -7.08% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 224,893 | 12,497 | 0.23% | 0.22% | 34 | +16,614 | 7.98% | Q4 2025 | Feb 17, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 222,178 | 12,346 | 4.98% | 4.87% | 35 | +16,225 | 7.88% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 214,561 | 11,923 | 0.05% | 0.01% | 36 | +167,955 | 360.37% | Q4 2025 | Feb 13, 2026 |
| Sonoma Allocations LLC | History | Added to | 196,032 | 11,436 | 3.8% | 2.72% | 37 | +55,693 | 39.68% | Q4 2025 | Feb 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 202,169 | 11,234 | 0.91% | 0.91% | 38 | +9,051 | 4.69% | Q4 2025 | Feb 12, 2026 |
| Systelligence, LLC | History | Reduced | 202,053 | 11,228 | 2.14% | 2.55% | 39 | -46,669 | -18.76% | Q4 2025 | Jan 22, 2026 |
| ORG Partners LLC | History | Added to | 195,267 | 10,852 | 1.91% | 1.72% | 40 | +20,904 | 11.99% | Q4 2025 | Jan 14, 2026 |
| Able Wealth Management LLC | History | Added to | 188,654 | 10,483 | 3.32% | 3.33% | 41 | +24,446 | 14.89% | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 187,537 | 10,421 | 0.15% | 0.11% | 42 | +58,766 | 45.64% | Q4 2025 | Feb 09, 2026 |
| Cyr Financial Inc. | History | Added to | 176,433 | 9,804 | 6.11% | 6.0% | 43 | +13,688 | 8.41% | Q4 2025 | Jan 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 171,325 | 9,566 | 0.65% | 0.64% | 44 | +12,985 | 8.2% | Q4 2025 | Jan 15, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 168,834 | 9,382 | 0.79% | 0.75% | 45 | +8,365 | 5.21% | Q4 2025 | Jan 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 159,703 | 8,874 | 0.33% | 0.04% | 46 | +148,750 | 1358.08% | Q4 2025 | Feb 04, 2026 |
| Avid Wealth Partners LLC | History | New | 156,456 | 8,694 | 4.25% | — | 47 | +156,456 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 144,598 | 8,035 | 0.0% | 0.0% | 48 | +143,314 | 11161.53% | Q4 2025 | Feb 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 136,569 | 7,589 | 0.27% | 0.28% | 49 | +1,975 | 1.47% | Q4 2025 | Feb 04, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 133,764 | 7,433 | 3.27% | 2.77% | 50 | +21,026 | 18.65% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 131,205 | 7,291 | 0.15% | 0.14% | 51 | +15,500 | 13.4% | Q4 2025 | Feb 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 126,168 | 7,011 | 0.32% | 0.31% | 52 | +4,588 | 3.77% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 126,026 | 7,003 | 0.02% | 0.01% | 53 | +26,557 | 26.7% | Q4 2025 | Feb 11, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 120,158 | 6,758 | 1.97% | 1.63% | 54 | +27,475 | 29.64% | Q4 2025 | Jan 06, 2026 |
| Trademark Financial Management, LLC | History | Added to | 119,861 | 6,660 | 3.66% | 3.25% | 55 | +16,294 | 15.73% | Q4 2025 | Jan 28, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 118,914 | 6,608 | 4.0% | 3.92% | 56 | +520 | 0.44% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Added to | 111,641 | 6,203 | 0.07% | 0.07% | 57 | +1,997 | 1.82% | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 108,586 | 6,034 | 0.28% | 0.31% | 58 | +1,430 | 1.33% | Q4 2025 | Feb 05, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 101,564 | 5,643 | 2.47% | 2.49% | 59 | -3,462 | -3.3% | Q4 2025 | Feb 05, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 99,107 | 5,507 | 2.98% | 1.42% | 60 | +52,469 | 112.5% | Q4 2025 | Jan 28, 2026 |
| TruWealth Advisors, LLC | History | Added to | 98,321 | 5,463 | 0.27% | 0.17% | 61 | +37,817 | 62.5% | Q4 2025 | Jan 07, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 96,504 | 5,362 | 0.76% | 0.74% | 62 | -628 | -0.65% | Q4 2025 | Jan 15, 2026 |
| Brookstone Capital Management | History | Reduced | 95,842 | 5,325 | 0.06% | 0.06% | 63 | -1,410 | -1.45% | Q4 2025 | Jan 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 90,839 | 5,047 | 0.38% | 0.34% | 64 | +7,644 | 9.19% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 89,886 | 4,994 | 0.0% | — | 65 | +89,886 | New | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 87,975 | 4,888 | 0.29% | 0.3% | 66 | +5,542 | 6.72% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Added to | 87,634 | 4,869 | 0.13% | 0.12% | 67 | +9,966 | 12.83% | Q4 2025 | Jan 30, 2026 |
| Welch Financial Planning, LLC | History | New | 87,428 | 4,858 | 3.54% | — | 68 | +87,428 | New | Q4 2025 | Feb 02, 2026 |
| Capital Developers, LLC | History | New | 85,628 | 4,758 | 4.26% | — | 69 | +85,628 | New | Q4 2025 | Jan 30, 2026 |
| Horizon Investment Services, LLC | History | Added to | 84,744 | 4,709 | 1.69% | 1.67% | 70 | +3,033 | 3.71% | Q4 2025 | Feb 13, 2026 |
| San Luis Wealth Advisors LLC | History | New | 83,695 | 4,650 | 0.78% | — | 71 | +83,695 | New | Q4 2025 | Jan 26, 2026 |
| Urban Wealth Management, LLC | History | New | 81,542 | 4,531 | 4.21% | — | 72 | +81,542 | New | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 67,632 | 3,758 | 0.0% | 0.0% | 73 | +3,372 | 5.25% | Q4 2025 | Feb 13, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 66,906 | 3,717 | 0.76% | 0.77% | 74 | -1,282 | -1.88% | Q4 2025 | Jan 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 65,770 | 3,654 | 0.22% | 0.13% | 75 | +25,984 | 65.31% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Added to | 65,674 | 3,649 | 0.16% | 0.15% | 76 | +4,640 | 7.6% | Q4 2025 | Feb 10, 2026 |
| Embree Financial Group | History | Added to | 61,685 | 3,427 | 0.42% | 0.32% | 77 | +17,469 | 39.51% | Q4 2025 | Jan 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 60,504 | 3,362 | 1.11% | 1.08% | 78 | +2,454 | 4.23% | Q4 2025 | Feb 05, 2026 |
| WESPAC Advisors, LLC | History | Added to | 59,208 | 3,290 | 1.78% | 1.3% | 79 | +17,884 | 43.28% | Q4 2025 | Jan 14, 2026 |
| Westwind Capital | History | New | 59,169 | 3,288 | 0.67% | — | 80 | +59,169 | New | Q4 2025 | Jan 09, 2026 |
| Greenline Wealth Management LLC | History | New | 56,674 | 3,149 | 3.26% | — | 81 | +56,674 | New | Q4 2025 | Feb 13, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 55,999 | 3,111 | 0.88% | 0.3% | 82 | +36,893 | 193.1% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | New | 55,767 | 3,098 | 0.02% | — | 83 | +55,767 | New | Q4 2025 | Jan 29, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 55,440 | 3,080 | 2.45% | 1.66% | 84 | +19,482 | 54.18% | Q4 2025 | Jan 21, 2026 |
| Paladin Advisory Group, LLC | History | New | 54,206 | 3,012 | 2.2% | — | 85 | +54,206 | New | Q4 2025 | Jan 21, 2026 |
| RDA Financial Network | History | Added to | 53,833 | 2,991 | 0.72% | 0.65% | 86 | +5,180 | 10.65% | Q4 2025 | Jan 06, 2026 |
| Wise Wealth Partners | History | Added to | 52,099 | 2,895 | 4.16% | 3.86% | 87 | +5,199 | 11.09% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 49,821 | 2,768 | 0.03% | 0.03% | 88 | -3,541 | -6.64% | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 49,754 | 2,764 | 1.2% | 1.54% | 89 | -9,232 | -15.65% | Q4 2025 | Jan 23, 2026 |
| Faithward Advisors, LLC | History | Added to | 49,295 | 2,739 | 0.4% | 0.37% | 90 | +3,042 | 6.58% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 47,760 | 2,654 | 0.1% | 0.1% | 91 | +536 | 1.14% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 46,865 | 2,604 | 0.11% | 0.06% | 92 | +20,498 | 77.74% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 46,877 | 2,604 | 0.03% | 0.04% | 93 | -2,613 | -5.28% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 39,171 | 2,177 | 0.0% | — | 94 | +39,171 | New | Q4 2025 | Feb 17, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 38,206 | 2,123 | 0.06% | 0.04% | 95 | +9,679 | 33.93% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 37,881 | 2,105 | 0.03% | 0.02% | 96 | +3,040 | 8.73% | Q4 2025 | Jan 29, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 37,290 | 2,072 | 0.17% | 0.22% | 97 | -10,174 | -21.44% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 37,232 | 2,068 | 0.0% | 0.0% | 98 | +24,376 | 189.61% | Q4 2025 | Feb 18, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 37,203 | 2,067 | 0.05% | 0.03% | 99 | +14,410 | 63.22% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 35,454 | 1,970 | 0.0% | 0.0% | 100 | -509,065 | -93.49% | Q4 2025 | Feb 17, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 35,171 | 1,954 | 1.39% | — | 101 | +35,171 | New | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 34,793 | 1,933 | 0.03% | 0.02% | 102 | +15,443 | 79.81% | Q4 2025 | Jan 16, 2026 |
| Tidemark, LLC | History | Reduced | 32,139 | 1,785 | 0.51% | 0.55% | 103 | -3,088 | -8.77% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 31,879 | 1,771 | 0.01% | 0.01% | 104 | +4,854 | 17.96% | Q4 2025 | Feb 12, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 30,821 | 1,712 | 0.97% | 0.66% | 105 | +9,763 | 46.36% | Q4 2025 | Jan 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 29,063 | 1,615 | 0.01% | 0.01% | 106 | +839 | 2.97% | Q4 2025 | Feb 18, 2026 |
| Betterment LLC | History | Added to | 28,710 | 1,595 | 0.0% | 0.0% | 107 | +8,989 | 45.58% | Q4 2025 | Feb 12, 2026 |
| Lifetime Wealth Management P.C. | History | New | 27,718 | 1,540 | 0.97% | — | 108 | +27,718 | New | Q4 2025 | Mar 25, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 26,744 | 1,486 | 0.17% | — | 109 | +26,744 | New | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 26,033 | 1,446 | 0.03% | 0.02% | 110 | +8,972 | 52.59% | Q4 2025 | Jan 22, 2026 |
| Riverstone Advisors, LLC | History | Added to | 25,665 | 1,426 | 0.67% | 0.55% | 111 | +4,833 | 23.2% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Added to | 23,919 | 1,334 | 0.01% | 0.01% | 112 | +3,691 | 18.25% | Q4 2025 | Feb 17, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 24,009 | 1,334 | 0.73% | 0.68% | 113 | +1,220 | 5.35% | Q4 2025 | Jan 16, 2026 |
| WPG Advisers, LLC | History | Added to | 23,782 | 1,321 | 0.98% | 0.04% | 114 | +22,757 | 2220.2% | Q4 2025 | Jan 28, 2026 |
| Secure Asset Management, LLC | History | Added to | 23,243 | 1,291 | 0.2% | 0.18% | 115 | +3,584 | 18.23% | Q4 2025 | Jan 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 22,684 | 1,260 | 0.03% | 0.01% | 116 | +16,682 | 277.94% | Q4 2025 | Feb 13, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 20,490 | 1,138 | 0.03% | 0.03% | 117 | +1,571 | 8.3% | Q4 2025 | Feb 05, 2026 |
| Valued Retirements, Inc. | History | Added to | 19,889 | 1,105 | 1.08% | 0.8% | 118 | +6,014 | 43.34% | Q4 2025 | Feb 09, 2026 |
| Pachira Investments Inc. | History | Added to | 18,176 | 1,010 | 0.49% | 0.55% | 119 | +111 | 0.61% | Q4 2025 | Feb 02, 2026 |
| Southland Equity Partners LLC | History | Reduced | 17,988 | 999 | 0.2% | 0.2% | 120 | -196 | -1.08% | Q4 2025 | Jan 14, 2026 |
| Tempus Wealth Planning, LLC | History | New | 17,750 | 986 | 0.23% | — | 121 | +17,750 | New | Q4 2025 | Jan 16, 2026 |
| Belpointe Asset Management LLC | History | New | 17,562 | 975 | 0.04% | — | 122 | +17,562 | New | Q4 2025 | Jan 27, 2026 |
| CGC Financial Services, LLC | History | Added to | 17,502 | 972 | 0.26% | 0.22% | 123 | +2,465 | 16.39% | Q4 2025 | Feb 03, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 16,130 | 931 | 0.16% | 0.14% | 124 | +976 | 6.44% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,423 | 912 | 0.0% | 0.0% | 125 | +4,471 | 37.41% | Q4 2025 | Feb 02, 2026 |
| Entelevest, LLC | History | New | 15,933 | 885 | 0.89% | — | 126 | +15,933 | New | Q4 2025 | Feb 11, 2026 |
| Pearl Planning LLC | History | New | 15,922 | 884 | 0.54% | — | 127 | +15,922 | New | Q4 2025 | Feb 03, 2026 |
| Evergreen Wealth Partners LLC | History | New | 15,430 | 857 | 0.72% | — | 128 | +15,430 | New | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 15,396 | 855 | 0.01% | 0.01% | 129 | +1,358 | 9.67% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 15,181 | 843 | 0.03% | — | 130 | +15,181 | New | Q4 2025 | Feb 09, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | New | 14,656 | 827 | 0.69% | — | 131 | +14,656 | New | Q4 2025 | Jan 28, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 14,504 | 805 | 0.27% | 0.23% | 132 | +1,384 | 10.55% | Q4 2025 | Jan 28, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 14,096 | 783 | 0.29% | 0.15% | 133 | +6,703 | 90.67% | Q4 2025 | Jan 23, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 12,782 | 756 | 0.46% | 0.44% | 134 | -37 | -0.29% | Q4 2025 | Feb 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 13,411 | 745 | 0.04% | 0.01% | 135 | +9,591 | 251.07% | Q4 2025 | Feb 10, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 13,274 | 737 | 0.11% | 0.1% | 136 | +1,314 | 10.99% | Q4 2025 | Feb 04, 2026 |
| Flagship Capital Management Inc. | History | New | 13,140 | 730 | 0.52% | — | 137 | +13,140 | New | Q4 2025 | Jan 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,128 | 673 | 0.01% | 0.01% | 138 | +2,625 | 27.62% | Q4 2025 | Feb 17, 2026 |
| LongView Wealth Management | History | New | 11,602 | 664 | 0.16% | — | 139 | +11,602 | New | Q4 2025 | Jan 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,198 | 622 | 0.01% | 0.01% | 140 | +1,279 | 12.89% | Q4 2025 | Jan 20, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 10,764 | 598 | 0.19% | 0.19% | 141 | +229 | 2.17% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 10,454 | 580 | 0.0% | 0.0% | 142 | -38,072 | -78.46% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | New | 10,157 | 564 | 0.01% | — | 143 | +10,157 | New | Q4 2025 | Feb 11, 2026 |
| CPA Asset Management Group, LLC | History | New | 10,128 | 562 | 0.2% | — | 144 | +10,128 | New | Q4 2025 | Jan 13, 2026 |
| RiverTree Advisors, LLC | History | New | 9,777 | 543 | 0.35% | — | 145 | +9,777 | New | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 9,747 | 541 | 0.0% | 0.0% | 146 | +4,741 | 94.71% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 9,743 | 541 | 0.01% | 0.01% | 147 | +911 | 10.31% | Q4 2025 | Mar 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 9,749 | 541 | 0.03% | 0.03% | 148 | +699 | 7.72% | Q4 2025 | Feb 05, 2026 |
| Annex Advisory Services, LLC | History | New | 9,488 | 527 | 0.01% | — | 149 | +9,488 | New | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | New | 9,239 | 513 | 0.0% | — | 150 | +9,239 | New | Q4 2025 | Mar 09, 2026 |
| May Hill Capital, LLC | History | Added to | 9,015 | 500 | 0.07% | 0.06% | 151 | +5,069 | 128.46% | Q4 2025 | Feb 05, 2026 |
| Triad Wealth Partners, LLC | History | New | 8,970 | 498 | 0.05% | — | 152 | +8,970 | New | Q4 2025 | Jan 22, 2026 |
| Berger Financial Group, Inc | History | Added to | 8,771 | 487 | 0.03% | 0.01% | 154 | +4,782 | 119.88% | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 8,771 | 487 | 0.02% | 0.02% | 153 | +586 | 7.16% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 8,491 | 471 | 0.0% | — | 155 | +8,491 | New | Q4 2025 | Feb 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 7,820 | 434 | 0.07% | 0.05% | 156 | +2,913 | 59.36% | Q4 2025 | Feb 17, 2026 |
| Continuum Advisory, LLC | History | Added to | 7,525 | 418 | 0.04% | 0.03% | 157 | +1,667 | 28.46% | Q4 2025 | Feb 11, 2026 |
| Financial Partners Group, Inc | History | Added to | 7,224 | 417 | 0.05% | 0.04% | 158 | +656 | 9.99% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Reduced | 7,147 | 397 | 0.0% | 0.0% | 159 | -1,118 | -13.53% | Q4 2025 | Feb 17, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 6,938 | 385 | 0.19% | 0.17% | 160 | +401 | 6.13% | Q4 2025 | Feb 12, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 6,906 | 383 | 0.11% | 0.15% | 161 | -3,020 | -30.43% | Q4 2025 | Feb 11, 2026 |
| Fortis Capital Advisors, LLC | History | New | 6,854 | 380 | 0.06% | — | 162 | +6,854 | New | Q4 2025 | Jan 27, 2026 |
| Baron Wealth Management LLC | History | Added to | 6,850 | 380 | 0.12% | 0.1% | 163 | +1,293 | 23.27% | Q4 2025 | Jan 14, 2026 |
| Csenge Advisory Group | History | New | 6,566 | 364 | 0.02% | — | 164 | +6,566 | New | Q4 2025 | Feb 06, 2026 |
| Signet Private Wealth LLC | History | New | 6,286 | 349 | 0.33% | — | 165 | +6,286 | New | Q4 2025 | Feb 11, 2026 |
| Segment Wealth Management, LLC | History | Added to | 6,190 | 343 | 0.02% | 0.02% | 166 | +390 | 6.72% | Q4 2025 | Jan 29, 2026 |
| Meridian Financial Advisors, LLC | History | New | 6,050 | 336 | 0.18% | — | 167 | +6,050 | New | Q4 2025 | Jan 23, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 6,049 | 336 | 0.09% | 0.06% | 168 | +2,199 | 57.12% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | New | 5,995 | 333 | 0.0% | — | 169 | +5,995 | New | Q4 2025 | Feb 12, 2026 |
| Wedmont Private Capital | History | New | 5,763 | 325 | 0.01% | — | 170 | +5,763 | New | Q4 2025 | Jan 08, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 5,785 | 321 | 0.08% | — | 171 | +5,785 | New | Q4 2025 | Feb 02, 2026 |
| Sankala Group LLC | History | New | 5,334 | 319 | 0.26% | — | 172 | +5,334 | New | Q4 2025 | Mar 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,707 | 317 | 0.0% | 0.0% | 173 | +936 | 19.62% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Alliance LLC | History | Added to | 5,699 | 316 | 0.02% | 0.02% | 174 | +1,399 | 32.53% | Q4 2025 | Jan 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,660 | 314 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | New | 5,455 | 303 | 0.0% | — | 176 | +5,455 | New | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 5,124 | 284 | 0.01% | — | 177 | +5,124 | New | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,039 | 280 | 0.0% | 0.0% | 178 | +2,443 | 94.11% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 5,018 | 279 | 0.01% | 0.0% | 179 | +4,855 | 2978.53% | Q4 2025 | Feb 11, 2026 |
| UPTICK PARTNERS, LLC | History | New | 4,982 | 276 | 0.06% | — | 180 | +4,982 | New | Q4 2025 | Feb 02, 2026 |
| WILLNER & HELLER, LLC | History | New | 4,565 | 253 | 0.18% | — | 181 | +4,565 | New | Q4 2025 | Jan 12, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 4,488 | 249 | 0.48% | 0.3% | 182 | +91 | 2.07% | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 4,415 | 245 | 0.03% | 0.04% | 183 | -1,791 | -28.86% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,266 | 237 | 0.01% | 0.0% | 184 | +4,169 | 4297.94% | Q4 2025 | Jan 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 4,187 | 232 | 0.03% | 0.02% | 185 | +302 | 7.77% | Q4 2025 | Jan 23, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 3,821 | 228 | 0.05% | — | 186 | +3,821 | New | Q4 2025 | Feb 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 3,848 | 213 | 0.0% | — | 187 | +3,848 | New | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | New | 3,841 | 213 | 0.01% | — | 188 | +3,841 | New | Q4 2025 | Feb 17, 2026 |
| John W. Brooker & Co., CPAs | History | New | 3,840 | 213 | 0.38% | — | 189 | +3,840 | New | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,830 | 212 | 0.01% | 0.0% | 190 | +1,911 | 99.58% | Q4 2025 | Jan 28, 2026 |
| Maridea Wealth Management LLC | History | New | 3,731 | 207 | 0.03% | — | 191 | +3,731 | New | Q4 2025 | Jan 08, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 3,657 | 203 | 0.3% | — | 192 | +3,657 | New | Q4 2025 | Feb 06, 2026 |
| Collier Financial | History | No change | 3,638 | 202 | 0.15% | 0.15% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,394 | 188 | 0.0% | 0.0% | 194 | -7 | -0.21% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 3,160 | 175 | 0.0% | 0.0% | 195 | +2,687 | 568.08% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 2,728 | 151 | 0.0% | 0.0% | 196 | +884 | 47.94% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,568 | 142 | 0.01% | 0.02% | 197 | -1,058 | -29.18% | Q4 2025 | Jan 26, 2026 |
| Lodestone Wealth Management LLC | History | New | 2,054 | 114 | 0.05% | — | 198 | +2,054 | New | Q4 2025 | Jan 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 2,000 | 111 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,855 | 103 | 0.02% | 0.0% | 200 | +1,397 | 305.02% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,536 | 85 | 0.0% | 0.0% | 201 | -18 | -1.16% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,480 | 82 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,154 | 64 | 0.0% | 0.0% | 203 | +361 | 45.52% | Q4 2025 | Feb 06, 2026 |
| Clarity Asset Management, Inc. | History | New | 1,107 | 61 | 0.03% | — | 204 | +1,107 | New | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 990 | 55 | 0.04% | — | 205 | +990 | New | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 927 | 51 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| FMR LLC | History | Added to | 783 | 43 | 0.0% | 0.0% | 207 | +432 | 123.08% | Q4 2025 | Feb 17, 2026 |
| ORG Wealth Partners, LLC | History | No change | 705 | 39 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | No change | 605 | 33 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | New | 554 | 30 | 0.0% | — | 210 | +554 | New | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 529 | 29 | 0.0% | — | 211 | +529 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 539 | 29 | 0.0% | 0.0% | 213 | +291 | 117.34% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | No change | 530 | 29 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | New | 444 | 24 | 0.01% | — | 214 | +444 | New | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | New | 218 | 12 | 0.0% | — | 216 | +218 | New | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 218 | 12 | 0.0% | 0.0% | 215 | +26 | 13.54% | Q4 2025 | Feb 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 150 | 8 | 0.01% | — | 217 | +150 | New | Q4 2025 | Jan 16, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 159 | 8 | 0.0% | 0.0% | 218 | +3 | 1.92% | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | New | 118 | 6 | 0.0% | — | 219 | +118 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 90 | 5 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crews Bank & Trust | History | New | 52 | 2 | 0.0% | — | 222 | +52 | New | Q4 2025 | Jan 21, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 35 | 1 | 0.0% | — | 225 | +35 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | New | 30 | 1 | 0.0% | — | 224 | +30 | New | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -181,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -111,106 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.69% | — | -109,630 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -108,753 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -67,391 | -100.0% | Q3 2025 | Oct 17, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -53,302 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -31,735 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,378 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,254 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,674 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,283 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,315 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,299 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Richardson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -270 | -100.0% | Q3 2025 | Oct 31, 2025 |
| ASSETMARK, INC | History | Reduced | 7 | 0 | — | 0.0% | — | -79 | -91.86% | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 30, 2025 |