Invesco Exchange-Traded Fund Trust II - IDMO
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 | 5,622,508 | 308,338 | 0.08% | 0.07% | 1 | +1,072,945 | 23.58% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,134,630 | 171,903 | 0.11% | 0.07% | 2 | +1,161,380 | 58.86% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 2,098,429 | 115,077 | 0.12% | 0.1% | 3 | +523,230 | 33.22% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Added to | 2,003,953 | 109,896 | 8.29% | 3.73% | 4 | +1,141,512 | 132.36% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,489,189 | 81,667 | 0.03% | 0.02% | 5 | +531,657 | 55.52% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,391,524 | 76,311 | 1.39% | 1.4% | 6 | +79,021 | 6.02% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,034,380 | 56,725 | 0.01% | 0.01% | 7 | +372,381 | 56.25% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 725,092 | 40,293 | 0.26% | 0.25% | 8 | +77,614 | 11.99% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 719,986 | 39,484 | 0.06% | 0.03% | 9 | +250,479 | 53.35% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 636,482 | 34,918 | 0.05% | 0.04% | 10 | +108,885 | 20.64% | Q1 2026 | May 15, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 594,609 | 32,608 | 8.62% | 8.49% | 11 | +45,830 | 8.35% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 576,873 | 31,636 | 0.08% | 0.07% | 12 | +121,858 | 26.78% | Q1 2026 | Apr 30, 2026 |
| RFG Advisory, LLC | History | Added to | 570,425 | 31,282 | 0.57% | 0.58% | 13 | +12,606 | 2.26% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 565,325 | 31,002 | 0.03% | 0.02% | 14 | +270,452 | 91.72% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 559,915 | 30,705 | 0.01% | 0.01% | 15 | +31,296 | 5.92% | Q1 2026 | May 04, 2026 |
| Drake & Associates, LLC | History | Added to | 548,555 | 30,082 | 5.73% | 5.23% | 16 | +75,617 | 15.99% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 538,915 | 29,554 | 0.08% | 0.07% | 17 | +65,680 | 13.88% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 535,605 | 29,372 | 0.0% | 0.0% | 18 | +445,719 | 495.87% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 513,249 | 28,146 | 0.08% | 0.07% | 19 | -9,420 | -1.8% | Q1 2026 | May 04, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | New | 482,978 | 26,486 | 3.42% | — | 20 | +482,978 | New | Q1 2026 | May 07, 2026 |
| Gratus Wealth Advisors, LLC | History | New | 456,816 | 25,051 | 3.62% | — | 21 | +456,816 | New | Q1 2026 | May 04, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 456,012 | 25,007 | 4.8% | 4.71% | 22 | +2,937 | 0.65% | Q1 2026 | Apr 23, 2026 |
| McIlrath & Eck, LLC | History | Added to | 455,519 | 24,980 | 1.85% | 2.28% | 23 | +13,686 | 3.1% | Q1 2026 | May 19, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 379,170 | 22,625 | 5.97% | 5.52% | 24 | +42,445 | 12.61% | Q1 2026 | Apr 21, 2026 |
| Retirement Management Systems Inc. | History | Added to | 405,406 | 22,232 | 5.36% | 5.19% | 25 | +40,285 | 11.03% | Q1 2026 | Apr 14, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 397,723 | 21,811 | 4.35% | 4.37% | 26 | +20,616 | 5.47% | Q1 2026 | Apr 09, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 368,510 | 20,209 | 2.26% | 2.04% | 27 | +48,973 | 15.33% | Q1 2026 | Apr 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 358,079 | 19,637 | 0.0% | 0.0% | 28 | +353,040 | 7006.15% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 319,921 | 17,877 | 0.04% | 0.02% | 29 | +24,100 | 8.15% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 311,265 | 17,069 | 0.08% | 0.07% | 30 | +33,643 | 12.12% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 309,628 | 16,979 | 0.06% | 0.05% | 31 | +95,067 | 44.31% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 302,987 | 16,615 | 0.02% | 0.0% | 32 | +265,755 | 713.78% | Q1 2026 | May 15, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 290,011 | 15,904 | 8.84% | 8.8% | 33 | +17,686 | 6.49% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 285,535 | 15,658 | 0.61% | 0.33% | 34 | +125,832 | 78.79% | Q1 2026 | May 12, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 283,681 | 15,557 | 2.01% | 1.89% | 35 | +17,574 | 6.6% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | Added to | 248,014 | 13,983 | 0.24% | 0.23% | 36 | +23,121 | 10.28% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 232,526 | 13,109 | 0.7% | 0.71% | 37 | -44,035 | -15.92% | Q1 2026 | May 12, 2026 |
| Clark Wealth Partners | History | Reduced | 235,919 | 12,937 | 8.69% | 9.14% | 38 | -34,232 | -12.67% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 232,809 | 12,767 | 0.15% | 0.06% | 39 | +136,967 | 142.91% | Q1 2026 | Apr 16, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 228,113 | 12,509 | 0.94% | 0.91% | 40 | +25,944 | 12.83% | Q1 2026 | Apr 30, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 225,508 | 12,366 | 5.23% | 4.98% | 41 | +3,330 | 1.5% | Q1 2026 | Apr 08, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 214,867 | 11,783 | 7.09% | 6.3% | 42 | +24,951 | 13.14% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 211,304 | 11,588 | 0.03% | 0.02% | 43 | +85,278 | 67.67% | Q1 2026 | Apr 22, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 199,848 | 10,959 | 1.21% | 1.41% | 44 | -26,339 | -11.64% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 195,267 | 10,852 | 1.91% | 1.91% | 45 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 191,793 | 10,517 | 0.88% | 0.79% | 46 | +22,959 | 13.6% | Q1 2026 | Apr 13, 2026 |
| Cyr Financial Inc. | History | Added to | 189,714 | 10,403 | 6.12% | 6.11% | 47 | +13,281 | 7.53% | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 188,820 | 10,354 | 0.14% | 0.15% | 48 | +1,283 | 0.68% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 186,512 | 10,228 | 0.49% | 0.32% | 49 | +60,344 | 47.83% | Q1 2026 | May 18, 2026 |
| Avid Wealth Partners LLC | History | Added to | 178,938 | 9,812 | 4.64% | 4.25% | 50 | +22,482 | 14.37% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 171,430 | 9,401 | 0.69% | 0.65% | 51 | +105 | 0.06% | Q1 2026 | Apr 20, 2026 |
| Tidemark, LLC | History | Added to | 167,384 | 9,179 | 2.33% | 0.51% | 52 | +135,245 | 420.81% | Q1 2026 | May 07, 2026 |
| Systelligence, LLC | History | Reduced | 165,135 | 9,056 | 1.76% | 2.14% | 53 | -36,918 | -18.27% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 162,458 | 8,909 | 0.31% | 0.27% | 54 | +25,889 | 18.96% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 155,104 | 8,505 | 0.0% | 0.0% | 55 | +119,650 | 337.48% | Q1 2026 | May 15, 2026 |
| Alpine Bank Wealth Management | History | Added to | 149,097 | 8,176 | 1.19% | 0.76% | 56 | +52,593 | 54.5% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 152,876 | 8,090 | 0.0% | 0.0% | 57 | +8,278 | 5.72% | Q1 2026 | May 13, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 146,059 | 8,009 | 3.48% | 3.27% | 58 | +12,295 | 9.19% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 140,228 | 7,690 | 8.03% | — | 59 | +140,228 | New | Q1 2026 | Apr 16, 2026 |
| Trademark Financial Management, LLC | History | Added to | 136,432 | 7,481 | 3.66% | 3.66% | 60 | +16,571 | 13.83% | Q1 2026 | Apr 27, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 135,394 | 7,439 | 2.06% | 1.97% | 61 | +15,236 | 12.68% | Q1 2026 | Apr 08, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 125,166 | 6,864 | 4.42% | 4.0% | 62 | +6,252 | 5.26% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 124,809 | 6,844 | 0.11% | 0.15% | 63 | -6,396 | -4.87% | Q1 2026 | May 15, 2026 |
| Hidden Cove Wealth Management, LLC | History | New | 124,038 | 6,802 | 4.37% | — | 64 | +124,038 | New | Q1 2026 | Apr 21, 2026 |
| TruWealth Advisors, LLC | History | Added to | 107,389 | 5,889 | 0.28% | 0.27% | 65 | +9,068 | 9.22% | Q1 2026 | Apr 09, 2026 |
| Welch Financial Planning, LLC | History | Added to | 106,162 | 5,821 | 4.19% | 3.54% | 66 | +18,734 | 21.43% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Reduced | 104,179 | 5,713 | 0.06% | 0.07% | 67 | -7,462 | -6.68% | Q1 2026 | May 05, 2026 |
| Able Wealth Management LLC | History | Reduced | 101,568 | 5,569 | 1.49% | 3.32% | 68 | -87,086 | -46.16% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | New | 100,759 | 5,525 | 0.01% | — | 69 | +100,759 | New | Q1 2026 | May 14, 2026 |
| Horizon Investment Services, LLC | History | Added to | 99,761 | 5,470 | 1.9% | 1.69% | 70 | +15,017 | 17.72% | Q1 2026 | May 15, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 97,225 | 5,313 | 2.96% | 2.98% | 71 | -1,882 | -1.9% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 96,087 | 5,269 | 0.0% | — | 72 | +96,087 | New | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 92,437 | 5,069 | 0.14% | 0.13% | 73 | +4,803 | 5.48% | Q1 2026 | May 04, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 91,639 | 5,025 | 0.83% | 0.78% | 74 | +7,944 | 9.49% | Q1 2026 | Apr 29, 2026 |
| SMITH, MOORE & CO. | History | Added to | 91,397 | 5,012 | 0.36% | 0.38% | 75 | +558 | 0.61% | Q1 2026 | May 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 87,166 | 4,780 | 0.29% | 0.22% | 76 | +21,396 | 32.53% | Q1 2026 | May 12, 2026 |
| Capital Developers, LLC | History | Added to | 87,146 | 4,779 | 4.3% | 4.26% | 77 | +1,518 | 1.77% | Q1 2026 | May 08, 2026 |
| Westwind Capital | History | Added to | 86,711 | 4,755 | 1.14% | 0.67% | 78 | +27,542 | 46.55% | Q1 2026 | Apr 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 89,231 | 4,722 | 1.57% | 1.11% | 79 | +28,727 | 47.48% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 83,037 | 4,553 | 0.0% | 0.0% | 80 | -366,963 | -81.55% | Q1 2026 | May 12, 2026 |
| Urban Wealth Management, LLC | History | Added to | 81,751 | 4,483 | 4.59% | 4.21% | 81 | +209 | 0.26% | Q1 2026 | Apr 21, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 79,824 | 4,377 | 2.84% | 1.39% | 82 | +44,653 | 126.96% | Q1 2026 | May 08, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 76,339 | 4,186 | 3.18% | 2.2% | 83 | +22,133 | 40.83% | Q1 2026 | Apr 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 70,473 | 4,152 | 0.23% | 0.29% | 84 | -17,502 | -19.89% | Q1 2026 | Apr 17, 2026 |
| CPWA, LLC | History | New | 67,349 | 4,090 | 4.89% | — | 85 | +67,349 | New | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 73,867 | 4,050 | 0.0% | 0.0% | 86 | +6,235 | 9.22% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 72,434 | 3,978 | 0.02% | 0.01% | 87 | +48,515 | 202.83% | Q1 2026 | May 15, 2026 |
| Greenline Wealth Management LLC | History | Added to | 70,387 | 3,860 | 4.45% | 3.26% | 88 | +13,713 | 24.2% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 67,319 | 3,691 | 0.08% | 0.07% | 89 | +12,926 | 23.76% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 66,701 | 3,657 | 0.92% | 0.88% | 90 | +10,702 | 19.11% | Q1 2026 | Apr 28, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 66,411 | 3,641 | 2.38% | 0.04% | 91 | +65,421 | 6608.18% | Q1 2026 | May 07, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 65,675 | 3,601 | 0.73% | 0.76% | 92 | -1,231 | -1.84% | Q1 2026 | Apr 13, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 65,375 | 3,585 | 0.1% | 0.06% | 93 | +27,169 | 71.11% | Q1 2026 | Apr 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 64,580 | 3,541 | 0.06% | 0.03% | 94 | +29,787 | 85.61% | Q1 2026 | Apr 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 61,925 | 3,395 | 0.14% | 0.11% | 95 | +15,060 | 32.13% | Q1 2026 | May 12, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 61,669 | 3,381 | 1.58% | 2.47% | 96 | -39,895 | -39.28% | Q1 2026 | Apr 28, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 60,950 | 3,342 | 2.72% | 2.45% | 97 | +5,510 | 9.94% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 58,401 | 3,202 | 0.0% | 0.0% | 98 | +41,978 | 255.6% | Q1 2026 | Apr 27, 2026 |
| RDA Financial Network | History | Added to | 56,748 | 3,112 | 0.78% | 0.72% | 99 | +2,915 | 5.41% | Q1 2026 | Apr 08, 2026 |
| Wise Wealth Partners | History | Added to | 56,347 | 3,090 | 4.18% | 4.16% | 100 | +4,248 | 8.15% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | New | 53,807 | 2,950 | 0.22% | — | 101 | +53,807 | New | Q1 2026 | Apr 28, 2026 |
| Faithward Advisors, LLC | History | Added to | 52,130 | 2,858 | 0.41% | 0.4% | 102 | +2,835 | 5.75% | Q1 2026 | Apr 17, 2026 |
| Embree Financial Group | History | Reduced | 51,634 | 2,831 | 0.33% | 0.42% | 103 | -10,051 | -16.29% | Q1 2026 | Apr 23, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 51,208 | 2,808 | 1.3% | 1.2% | 104 | +1,454 | 2.92% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 50,787 | 2,785 | 0.06% | 0.05% | 105 | +13,584 | 36.51% | Q1 2026 | May 15, 2026 |
| Riverstone Advisors, LLC | History | Added to | 50,583 | 2,773 | 1.37% | 0.67% | 106 | +24,918 | 97.09% | Q1 2026 | Apr 21, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 50,316 | 2,759 | 0.93% | 0.2% | 107 | +40,188 | 396.8% | Q1 2026 | May 05, 2026 |
| Cedar Wealth Management, LLC | History | New | 48,873 | 2,680 | 0.78% | — | 108 | +48,873 | New | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | Added to | 48,153 | 2,640 | 1.95% | 0.98% | 109 | +24,371 | 102.48% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 48,090 | 2,638 | 0.0% | 0.0% | 110 | +8,919 | 22.77% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 47,962 | 2,630 | 0.2% | 0.17% | 111 | +10,672 | 28.62% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 47,829 | 2,622 | 0.02% | 0.03% | 112 | -1,992 | -4.0% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 46,234 | 2,535 | 0.27% | 0.03% | 113 | +42,047 | 1004.23% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 45,456 | 2,492 | 0.09% | 0.1% | 114 | -2,304 | -4.82% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 44,362 | 2,432 | 0.01% | 0.02% | 115 | -11,405 | -20.45% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 43,557 | 2,388 | 0.01% | 0.01% | 116 | +11,678 | 36.63% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 40,824 | 2,238 | 0.03% | 0.01% | 117 | +25,428 | 165.16% | Q1 2026 | May 13, 2026 |
| Annex Advisory Services, LLC | History | Added to | 39,524 | 2,167 | 0.04% | 0.01% | 118 | +30,036 | 316.57% | Q1 2026 | Apr 16, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 39,455 | 2,163 | 1.15% | — | 119 | +39,455 | New | Q1 2026 | May 13, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 39,297 | 2,155 | 1.18% | 0.97% | 120 | +8,476 | 27.5% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 36,845 | 2,077 | 0.02% | 0.03% | 121 | -10,032 | -21.4% | Q1 2026 | Apr 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 37,859 | 2,076 | 0.03% | 0.03% | 122 | -22 | -0.06% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Concepts, LLC | History | New | 34,519 | 1,893 | 0.47% | — | 123 | +34,519 | New | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 34,359 | 1,884 | 0.07% | 0.04% | 124 | +16,797 | 95.64% | Q1 2026 | Apr 28, 2026 |
| Secure Asset Management, LLC | History | Added to | 31,257 | 1,714 | 0.27% | 0.2% | 125 | +8,014 | 34.48% | Q1 2026 | Apr 09, 2026 |
| Envision Financial Transparency, LLC | History | New | 29,795 | 1,634 | 1.59% | — | 126 | +29,795 | New | Q1 2026 | May 13, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 29,738 | 1,630 | 0.83% | 0.03% | 127 | +28,631 | 2586.36% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | New | 29,705 | 1,629 | 0.06% | — | 128 | +29,705 | New | Q1 2026 | May 14, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 29,650 | 1,626 | 0.37% | 0.23% | 129 | +11,900 | 67.04% | Q1 2026 | Apr 28, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 29,551 | 1,620 | 0.92% | 0.97% | 130 | +1,833 | 6.61% | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | New | 28,963 | 1,588 | 0.07% | — | 131 | +28,963 | New | Q1 2026 | May 11, 2026 |
| Flagship Capital Management Inc. | History | Added to | 28,710 | 1,574 | 1.16% | 0.52% | 132 | +15,570 | 118.49% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 28,258 | 1,549 | 0.03% | 0.03% | 133 | +2,225 | 8.55% | Q1 2026 | Apr 22, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 27,036 | 1,482 | 0.04% | 0.03% | 134 | +6,546 | 31.95% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 26,549 | 1,456 | 0.0% | 0.0% | 135 | -2,161 | -7.53% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 26,450 | 1,450 | 0.17% | 0.17% | 136 | -294 | -1.1% | Q1 2026 | May 11, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 24,746 | 1,357 | 1.04% | 0.72% | 137 | +9,316 | 60.38% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 24,676 | 1,353 | 0.01% | — | 138 | +24,676 | New | Q1 2026 | May 12, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 24,140 | 1,323 | 0.73% | 0.73% | 139 | +131 | 0.55% | Q1 2026 | May 08, 2026 |
| LongView Wealth Management | History | Added to | 21,726 | 1,309 | 0.33% | 0.16% | 140 | +10,124 | 87.26% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 22,519 | 1,234 | 0.04% | — | 142 | +22,519 | New | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 22,519 | 1,234 | 0.12% | 0.04% | 141 | +14,994 | 199.26% | Q1 2026 | Apr 22, 2026 |
| LexAurum Advisors, LLC | History | New | 21,213 | 1,163 | 0.15% | — | 143 | +21,213 | New | Q1 2026 | Apr 13, 2026 |
| Valued Retirements, Inc. | History | Added to | 20,752 | 1,138 | 1.11% | 1.08% | 144 | +863 | 4.34% | Q1 2026 | May 13, 2026 |
| Pachira Investments Inc. | History | Added to | 19,630 | 1,076 | 0.5% | 0.49% | 145 | +1,454 | 8.0% | Q1 2026 | Apr 27, 2026 |
| CGC Financial Services, LLC | History | Added to | 18,913 | 1,037 | 0.3% | 0.26% | 146 | +1,411 | 8.06% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 18,276 | 1,002 | 0.0% | 0.0% | 147 | +11,129 | 155.72% | Q1 2026 | May 12, 2026 |
| Southland Equity Partners LLC | History | Added to | 18,171 | 996 | 0.19% | 0.2% | 148 | +183 | 1.02% | Q1 2026 | Apr 14, 2026 |
| Mariner, LLC | History | Added to | 17,986 | 986 | 0.0% | 0.0% | 149 | +7,532 | 72.05% | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 17,363 | 952 | 0.05% | 0.04% | 151 | +3,952 | 29.47% | Q1 2026 | Apr 24, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 16,030 | 952 | 0.78% | 0.69% | 150 | +1,374 | 9.38% | Q1 2026 | Apr 30, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 15,677 | 931 | 0.15% | 0.16% | 152 | -453 | -2.81% | Q1 2026 | May 08, 2026 |
| Pearl Planning LLC | History | Added to | 16,808 | 921 | 0.49% | 0.54% | 153 | +886 | 5.56% | Q1 2026 | Apr 30, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 16,602 | 910 | 0.31% | 0.27% | 154 | +2,098 | 14.46% | Q1 2026 | Apr 09, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 16,494 | 904 | 0.06% | — | 155 | +16,494 | New | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | Added to | 16,332 | 895 | 0.18% | 0.01% | 156 | +15,888 | 3578.38% | Q1 2026 | May 13, 2026 |
| Entelevest, LLC | History | Added to | 16,279 | 892 | 0.89% | 0.89% | 157 | +346 | 2.17% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 15,939 | 874 | 0.02% | 0.01% | 158 | +10,921 | 217.64% | Q1 2026 | May 14, 2026 |
| Next Level Private LLC | History | New | 15,734 | 862 | 0.19% | — | 159 | +15,734 | New | Q1 2026 | Apr 23, 2026 |
| Daner Wealth Management, LLC | History | Added to | 13,862 | 837 | 0.49% | 0.46% | 160 | +1,080 | 8.45% | Q1 2026 | May 13, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 13,344 | 731 | 0.12% | 0.11% | 161 | +70 | 0.53% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Reduced | 13,050 | 715 | 0.03% | 0.28% | 162 | -95,536 | -87.98% | Q1 2026 | May 19, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,706 | 696 | 0.0% | 0.0% | 163 | +4,215 | 49.64% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,683 | 695 | 0.01% | 0.01% | 164 | +555 | 4.58% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 12,433 | 681 | 0.01% | 0.01% | 165 | +1,235 | 11.03% | Q1 2026 | Apr 28, 2026 |
| WCG Wealth Advisors LLC | History | New | 12,409 | 680 | 0.02% | — | 166 | +12,409 | New | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 12,279 | 673 | 0.0% | — | 167 | +12,279 | New | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 11,440 | 627 | 0.03% | 0.02% | 168 | +4,874 | 74.23% | Q1 2026 | Apr 30, 2026 |
| Kensington Asset Management, LLC | History | New | 11,171 | 612 | 0.03% | — | 169 | +11,171 | New | Q1 2026 | May 21, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 10,358 | 605 | 0.13% | 0.05% | 170 | +6,537 | 171.08% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 10,655 | 584 | 0.03% | 0.03% | 171 | +906 | 9.29% | Q1 2026 | Apr 23, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 10,592 | 580 | 0.32% | 0.18% | 172 | +4,542 | 75.07% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 10,157 | 564 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,902 | 543 | 0.02% | 0.02% | 174 | +1,131 | 12.89% | Q1 2026 | May 12, 2026 |
| Berger Financial Group, Inc | History | Added to | 9,848 | 540 | 0.03% | 0.03% | 175 | +1,077 | 12.28% | Q1 2026 | Apr 28, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 9,830 | 539 | 0.16% | 0.19% | 176 | -934 | -8.68% | Q1 2026 | Apr 30, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 9,801 | 537 | 0.08% | 0.07% | 177 | +1,981 | 25.33% | Q1 2026 | May 08, 2026 |
| Segment Wealth Management, LLC | History | Added to | 9,760 | 535 | 0.03% | 0.02% | 178 | +3,570 | 57.67% | Q1 2026 | Apr 20, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 9,574 | 525 | 0.29% | 1.78% | 179 | -49,634 | -83.83% | Q1 2026 | Apr 28, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 9,579 | 525 | 0.33% | 0.35% | 180 | -198 | -2.03% | Q1 2026 | Apr 20, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 9,097 | 498 | 0.05% | — | 181 | +9,097 | New | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,050 | 496 | 0.01% | 0.01% | 182 | +5,220 | 136.29% | Q1 2026 | May 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | New | 9,020 | 494 | 0.06% | — | 183 | +9,020 | New | Q1 2026 | Apr 21, 2026 |
| HRT FINANCIAL LP | History | New | 8,947 | 490 | 0.0% | — | 184 | +8,947 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,790 | 482 | 0.0% | 0.0% | 185 | +3,083 | 54.02% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 7,496 | 447 | 0.03% | 0.02% | 186 | +1,797 | 31.53% | Q1 2026 | Apr 20, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 8,046 | 441 | 0.22% | 0.19% | 187 | +1,108 | 15.97% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 7,967 | 436 | 0.0% | — | 188 | +7,967 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 7,792 | 427 | 0.0% | — | 189 | +7,792 | New | Q1 2026 | May 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 7,752 | 425 | 0.1% | 0.09% | 190 | +1,703 | 28.15% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,634 | 418 | 0.01% | 0.01% | 191 | +3,368 | 78.95% | Q1 2026 | Apr 07, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 7,135 | 391 | 0.0% | 0.0% | 192 | +1,680 | 30.8% | Q1 2026 | May 14, 2026 |
| Baron Wealth Management LLC | History | Added to | 6,884 | 377 | 0.11% | 0.12% | 193 | +34 | 0.5% | Q1 2026 | Apr 16, 2026 |
| Signet Private Wealth LLC | History | Added to | 6,676 | 366 | 0.35% | 0.33% | 194 | +390 | 6.2% | Q1 2026 | Apr 29, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 6,615 | 362 | 0.05% | 0.06% | 195 | -239 | -3.49% | Q1 2026 | Apr 28, 2026 |
| Commerce Advisors, LLC | History | New | 6,425 | 352 | 0.3% | — | 196 | +6,425 | New | Q1 2026 | May 12, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 6,355 | 348 | 0.26% | 0.18% | 197 | +1,790 | 39.21% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 6,172 | 338 | 0.01% | — | 198 | +6,172 | New | Q1 2026 | Apr 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 6,106 | 334 | 0.03% | — | 199 | +6,106 | New | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,995 | 333 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,995 | 328 | 0.0% | — | 201 | +5,995 | New | Q1 2026 | May 12, 2026 |
| Sankala Group LLC | History | Added to | 6,135 | 327 | 0.27% | 0.26% | 202 | +801 | 15.02% | Q1 2026 | Mar 31, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,890 | 323 | 0.03% | 0.01% | 203 | +3,322 | 129.36% | Q1 2026 | Apr 30, 2026 |
| JHP Wealth Management, LLC | History | Added to | 5,851 | 320 | 0.31% | 0.27% | 204 | +792 | 15.66% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,660 | 314 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 5,588 | 306 | 0.04% | 0.03% | 206 | +1,857 | 49.77% | Q1 2026 | Apr 21, 2026 |
| Independent Wealth Network Inc. | History | New | 5,363 | 294 | 0.09% | — | 207 | +5,363 | New | Q1 2026 | Apr 20, 2026 |
| MONECO ADVISORS, LLC | History | New | 5,290 | 290 | 0.02% | — | 208 | +5,290 | New | Q1 2026 | May 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 5,235 | 287 | 0.07% | 0.08% | 209 | -550 | -9.51% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,041 | 276 | 0.01% | 0.01% | 210 | +1,200 | 31.24% | Q1 2026 | May 15, 2026 |
| BNB Wealth Management, LLC | History | New | 4,985 | 273 | 0.18% | — | 212 | +4,985 | New | Q1 2026 | May 13, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 4,983 | 273 | 0.05% | 0.06% | 211 | +1 | 0.02% | Q1 2026 | May 01, 2026 |
| Integrated Advisors Network LLC | History | New | 4,875 | 267 | 0.01% | — | 213 | +4,875 | New | Q1 2026 | Apr 28, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 4,850 | 265 | 0.4% | 0.3% | 214 | +1,193 | 32.62% | Q1 2026 | Apr 30, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 4,754 | 260 | 0.47% | 0.48% | 215 | +266 | 5.93% | Q1 2026 | Apr 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,740 | 259 | 0.0% | 0.0% | 216 | -5,007 | -51.37% | Q1 2026 | May 13, 2026 |
| Fortune Financial Group, Inc. | History | New | 4,650 | 255 | 0.23% | — | 217 | +4,650 | New | Q1 2026 | Apr 23, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 4,424 | 242 | 0.25% | — | 218 | +4,424 | New | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,226 | 231 | 0.0% | 0.0% | 219 | +378 | 9.82% | Q1 2026 | Apr 15, 2026 |
| Brooklyn Investment Group | History | New | 4,053 | 222 | 0.01% | — | 220 | +4,053 | New | Q1 2026 | Apr 29, 2026 |
| TD Waterhouse Canada Inc. | History | New | 3,774 | 212 | 0.0% | — | 221 | +3,774 | New | Q1 2026 | May 12, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 3,840 | 210 | 0.33% | 0.38% | 222 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Collier Financial | History | No change | 3,638 | 199 | 0.15% | 0.15% | 223 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 3,522 | 193 | 0.0% | 0.0% | 224 | +362 | 11.46% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,338 | 183 | 0.0% | 0.0% | 225 | -56 | -1.65% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,038 | 166 | 0.0% | 0.0% | 226 | +2,111 | 227.72% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,008 | 165 | 0.02% | 0.03% | 227 | -1,407 | -31.87% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 2,622 | 143 | 0.0% | 0.0% | 228 | +2,083 | 386.46% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 2,330 | 127 | 0.0% | 0.0% | 229 | +1,547 | 197.57% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | New | 2,092 | 114 | 0.03% | — | 230 | +2,092 | New | Q1 2026 | Apr 10, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2,054 | 112 | 0.04% | 0.05% | 231 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 2,000 | 110 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,864 | 102 | 0.01% | 0.02% | 233 | +9 | 0.49% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Reduced | 1,858 | 101 | 0.0% | 0.0% | 234 | -870 | -31.89% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,577 | 86 | 0.0% | — | 236 | +1,577 | New | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,576 | 86 | 0.0% | 0.0% | 235 | +1,358 | 622.94% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,506 | 82 | 0.01% | — | 237 | +1,506 | New | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,480 | 81 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,377 | 75 | 0.0% | 0.0% | 239 | -159 | -10.35% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | New | 1,293 | 70 | 0.0% | — | 241 | +1,293 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 1,280 | 70 | 0.0% | — | 240 | +1,280 | New | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 1,225 | 68 | 0.0% | — | 242 | +1,225 | New | Q1 2026 | Apr 28, 2026 |
| Community Financial Services Group, LLC | History | New | 1,200 | 67 | 0.01% | — | 243 | +1,200 | New | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,156 | 63 | 0.0% | 0.0% | 244 | +2 | 0.17% | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,010 | 55 | 0.0% | 0.0% | 245 | +480 | 90.57% | Q1 2026 | May 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 911 | 49 | 0.01% | — | 246 | +911 | New | Q1 2026 | May 11, 2026 |
| GGM Financial LLC | History | New | 911 | 49 | 0.02% | — | 247 | +911 | New | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | New | 749 | 41 | 0.03% | — | 248 | +749 | New | Q1 2026 | Apr 22, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 705 | 38 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 682 | 37 | 0.0% | 0.0% | 250 | +77 | 12.73% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | New | 603 | 33 | 0.0% | — | 251 | +603 | New | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 348 | 19 | 0.0% | — | 252 | +348 | New | Q1 2026 | May 11, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 259 | 15 | 0.01% | — | 253 | +259 | New | Q1 2026 | May 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 263 | 14 | 0.0% | — | 254 | +263 | New | Q1 2026 | Apr 08, 2026 |
| Indiana Trust & Investment Management Co | History | New | 253 | 13 | 0.0% | — | 255 | +253 | New | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 149 | 8 | 0.0% | — | 258 | +149 | New | Q1 2026 | May 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 160 | 8 | 0.0% | 0.0% | 257 | +1 | 0.63% | Q1 2026 | Apr 28, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 150 | 8 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Larson Financial Group LLC | History | New | 91 | 4 | 0.0% | — | 261 | +91 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 90 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trust Co | History | Reduced | 42 | 2 | 0.0% | 0.0% | 262 | -512 | -92.42% | Q1 2026 | Apr 13, 2026 |
| Crews Bank & Trust | History | No change | 52 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | New | 24 | 1 | 0.0% | — | 267 | +24 | New | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 20 | 1 | 0.0% | — | 268 | +20 | New | Q1 2026 | May 12, 2026 |
| NFSG Corp | History | No change | 19 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.02% | — | -235,919 | -100.0% | Q1 2026 | May 01, 2026 |
| Sonoma Allocations LLC | History | Closed out | 0 | 0 | — | 3.8% | — | -196,032 | -100.0% | Q1 2026 | May 19, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -65,674 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,063 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -22,684 | -100.0% | Q1 2026 | Apr 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -15,181 | -100.0% | Q1 2026 | May 11, 2026 |
| Lunt Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -14,096 | -100.0% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -9,743 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,239 | -100.0% | Q1 2026 | May 15, 2026 |
| May Hill Capital, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -9,015 | -100.0% | Q1 2026 | May 06, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,970 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Financial Partners Group, Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -7,224 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Brand Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -6,906 | -100.0% | Q1 2026 | May 11, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -5,763 | -100.0% | Q1 2026 | Apr 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,124 | -100.0% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -529 | -100.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |