INVESCO EXCHANGE-TRADED FUND TRUST - IGPT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Reduced | 642,314 | 38,198 | 0.01% | 0.01% | 1 | -144,899 | -18.41% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 449,076 | 26,706 | 0.01% | 0.01% | 2 | +39,155 | 9.55% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 412,205 | 24,513 | 0.0% | 0.0% | 3 | +60,447 | 17.18% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 367,504 | 21,855 | 0.57% | 0.46% | 4 | +64,447 | 21.27% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 304,272 | 18,095 | 0.0% | 0.0% | 5 | +189,740 | 165.67% | Q4 2025 | Feb 17, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 245,620 | 14,607 | 1.39% | 1.35% | 6 | +2,105 | 0.86% | Q4 2025 | Jan 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 144,561 | 8,597 | 0.0% | 0.0% | 7 | -16,824 | -10.42% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 133,192 | 7,921 | 0.01% | 0.01% | 8 | +9,602 | 7.77% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 119,030 | 7,078 | 0.0% | — | 9 | +119,030 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 96,489 | 5,738 | 0.0% | 0.0% | 10 | +22,504 | 30.42% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 90,815 | 5,400 | 0.0% | — | 11 | +90,815 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 82,722 | 4,919 | 0.01% | 0.0% | 12 | +4,862 | 6.24% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 80,666 | 4,797 | 0.0% | 0.0% | 13 | +41,739 | 107.22% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 52,700 | 3,134 | 0.0% | 0.0% | 14 | +9,700 | 22.56% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 42,372 | 2,520 | 0.01% | 0.01% | 15 | +973 | 2.35% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 39,548 | 2,351 | 0.0% | — | 16 | +39,548 | New | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 36,882 | 2,193 | 0.03% | 0.02% | 17 | +1,720 | 4.89% | Q4 2025 | Jan 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 31,267 | 1,859 | 0.07% | — | 18 | +31,267 | New | Q4 2025 | Feb 09, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | No change | 28,005 | 1,665 | 0.94% | 0.8% | 19 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 26,849 | 1,596 | 0.05% | 0.04% | 20 | -1,469 | -5.19% | Q4 2025 | Jan 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 26,430 | 1,571 | 0.02% | 0.02% | 21 | +2,206 | 9.11% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 26,189 | 1,557 | 0.0% | 0.0% | 22 | -234 | -0.89% | Q4 2025 | Mar 09, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 26,162 | 1,555 | 1.73% | 1.99% | 23 | -1,560 | -5.63% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 25,417 | 1,511 | 0.0% | 0.0% | 24 | -1,700 | -6.27% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 21,725 | 1,364 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Opus Capital Group, LLC | History | New | 22,773 | 1,354 | 0.15% | — | 26 | +22,773 | New | Q4 2025 | Jan 30, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 21,966 | 1,306 | 0.8% | 0.8% | 27 | -662 | -2.93% | Q4 2025 | Jan 16, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 21,774 | 1,294 | 0.11% | 0.1% | 28 | +908 | 4.35% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 18,554 | 1,103 | 0.0% | 0.0% | 29 | -527 | -2.76% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,157 | 1,079 | 0.0% | 0.0% | 30 | +1,999 | 12.37% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,151 | 1,019 | 0.0% | 0.0% | 31 | +478 | 2.87% | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | New | 16,250 | 966 | 0.07% | — | 32 | +16,250 | New | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Reduced | 15,025 | 893 | 0.0% | 0.01% | 33 | -1,534 | -9.26% | Q4 2025 | Feb 17, 2026 |
| Bawa N Mallick Trust | History | No change | 15,000 | 892 | 0.33% | 0.31% | 34 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 14,274 | 848 | 0.24% | 0.23% | 35 | -177 | -1.22% | Q4 2025 | Jan 23, 2026 |
| HSBC HOLDINGS PLC | History | No change | 13,600 | 808 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| EP Wealth Advisors, LLC | History | New | 13,514 | 803 | 0.0% | — | 37 | +13,514 | New | Q4 2025 | Feb 18, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 11,925 | 709 | 0.0% | 0.0% | 38 | +409 | 3.55% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,625 | 691 | 0.0% | 0.0% | 39 | +2,316 | 24.88% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 11,202 | 666 | 0.0% | 0.0% | 40 | +650 | 6.16% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 10,563 | 628 | 0.0% | — | 41 | +10,563 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 10,340 | 614 | 0.0% | 0.0% | 42 | -25 | -0.24% | Q4 2025 | Mar 16, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,137 | 602 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,867 | 586 | 0.03% | 0.02% | 44 | +669 | 7.27% | Q4 2025 | Jan 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 9,530 | 566 | 0.27% | 0.27% | 45 | -780 | -7.57% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,230 | 548 | 0.0% | — | 46 | +9,230 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 9,097 | 540 | 0.0% | 0.0% | 47 | -2,679 | -22.75% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,926 | 530 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Reduced | 8,775 | 521 | 0.02% | 0.02% | 49 | -816 | -8.51% | Q4 2025 | Feb 10, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 7,435 | 466 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,774 | 462 | 0.01% | 0.01% | 51 | -14 | -0.18% | Q4 2025 | Feb 02, 2026 |
| Diversified Enterprises, LLC | History | No change | 7,626 | 453 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Added to | 7,536 | 448 | 0.0% | 0.0% | 53 | +1,442 | 23.66% | Q4 2025 | Jan 29, 2026 |
| Aspen Investment Management Inc | History | Added to | 7,447 | 443 | 0.13% | 0.1% | 54 | +2,829 | 61.26% | Q4 2025 | Feb 06, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 7,152 | 425 | 0.34% | — | 55 | +7,152 | New | Q4 2025 | Feb 09, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 7,052 | 419 | 0.12% | 0.1% | 56 | +1,339 | 23.44% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 6,568 | 390 | 0.01% | — | 57 | +6,568 | New | Q4 2025 | Jan 14, 2026 |
| Rubicon Advisors, GP | History | New | 6,300 | 374 | 0.35% | — | 58 | +6,300 | New | Q4 2025 | Mar 09, 2026 |
| Proficio Capital Partners LLC | History | No change | 6,000 | 356 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | New | 5,913 | 351 | 0.01% | — | 60 | +5,913 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | New | 5,913 | 351 | 0.05% | — | 61 | +5,913 | New | Q4 2025 | Jan 27, 2026 |
| Greenspring Advisors, LLC | History | New | 5,700 | 338 | 0.02% | — | 63 | +5,700 | New | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 5,686 | 338 | 0.0% | 0.0% | 62 | -6 | -0.11% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 5,662 | 337 | 0.01% | 0.02% | 64 | -2,118 | -27.22% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 5,527 | 328 | 0.0% | 0.0% | 65 | -1,644 | -22.93% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,489 | 326 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Providence First Trust Co | History | Reduced | 5,340 | 317 | 0.11% | 0.87% | 67 | -41,204 | -88.53% | Q4 2025 | Feb 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,221 | 310 | 0.0% | 0.0% | 68 | -68 | -1.29% | Q4 2025 | Jan 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,160 | 306 | 0.0% | 0.0% | 69 | +42 | 0.82% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 4,698 | 292 | 0.02% | 0.03% | 70 | -46 | -0.97% | Q4 2025 | Jan 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,897 | 291 | 0.0% | 0.0% | 71 | +301 | 6.55% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,690 | 278 | 0.0% | 0.0% | 72 | +529 | 12.71% | Q4 2025 | Jan 29, 2026 |
| WBH ADVISORY INC | History | No change | 4,551 | 270 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,430 | 263 | 0.01% | 0.01% | 74 | +69 | 1.58% | Q4 2025 | Jan 12, 2026 |
| Collier Financial | History | Reduced | 4,367 | 259 | 0.19% | 0.18% | 75 | -1 | -0.02% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,350 | 258 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,319 | 256 | 0.0% | 0.0% | 77 | -991 | -18.66% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | New | 4,132 | 245 | 0.0% | — | 78 | +4,132 | New | Q4 2025 | Feb 13, 2026 |
| Jackson Wealth Management, LLC | History | New | 4,090 | 243 | 0.02% | — | 79 | +4,090 | New | Q4 2025 | Jan 20, 2026 |
| Fortune Financial Group, Inc. | History | New | 3,720 | 231 | 0.23% | — | 80 | +3,720 | New | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | No change | 3,855 | 229 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Soltis Investment Advisors LLC | History | New | 3,680 | 218 | 0.01% | — | 82 | +3,680 | New | Q4 2025 | Apr 02, 2026 |
| FMR LLC | History | Added to | 3,626 | 215 | 0.0% | 0.0% | 83 | +483 | 15.37% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 3,537 | 210 | 0.0% | — | 84 | +3,537 | New | Q4 2025 | Feb 05, 2026 |
| Platform Wealth Management, LLC | History | New | 1,875 | 208 | 0.06% | — | 85 | +1,875 | New | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | New | 3,473 | 206 | 0.01% | — | 86 | +3,473 | New | Q4 2025 | Jan 26, 2026 |
| TRITONPOINT WEALTH, LLC | History | New | 3,473 | 206 | 0.02% | — | 87 | +3,473 | New | Q4 2025 | Jan 20, 2026 |
| Brookwood Investment Group LLC | History | New | 3,464 | 206 | 0.02% | — | 88 | +3,464 | New | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | New | 3,054 | 191 | 0.01% | — | 89 | +3,054 | New | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | No change | 3,082 | 183 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GLENMEDE TRUST CO NA | History | New | 3,000 | 178 | 0.0% | — | 91 | +3,000 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,772 | 164 | 0.0% | 0.0% | 92 | -7,935 | -74.11% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 2,603 | 154 | 0.09% | — | 93 | +2,603 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,035 | 121 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,750 | 104 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 1,728 | 103 | 0.0% | 0.0% | 96 | +513 | 42.22% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,690 | 100 | 0.0% | 0.0% | 97 | +203 | 13.65% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,440 | 85 | 0.0% | 0.0% | 98 | +2 | 0.14% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 1,270 | 75 | 0.0% | — | 99 | +1,270 | New | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | No change | 1,260 | 74 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 1,240 | 73 | 0.06% | 0.05% | 101 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,200 | 71 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 899 | 53 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | New | 836 | 49 | 0.0% | — | 104 | +836 | New | Q4 2025 | Feb 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 750 | 49 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Indiana Trust & Investment Management Co | History | New | 715 | 42 | 0.01% | — | 106 | +715 | New | Q4 2025 | Jan 21, 2026 |
| Addison Advisors LLC | History | No change | 681 | 40 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GGM Financials LLC | History | No change | 631 | 37 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 600 | 35 | 0.01% | 0.01% | 109 | -80 | -11.76% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 573 | 34 | 0.0% | — | 111 | +573 | New | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 575 | 34 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 586 | 34 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 570 | 33 | 0.01% | 0.0% | 113 | +237 | 71.17% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 490 | 29 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Blue Trust, Inc. | History | No change | 426 | 25 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 400 | 23 | 0.01% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 322 | 19 | 0.0% | — | 117 | +322 | New | Q4 2025 | Feb 05, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 324 | 19 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 333 | 19 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 320 | 19 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | New | 301 | 17 | 0.0% | — | 122 | +301 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 300 | 17 | 0.0% | — | 123 | +300 | New | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 300 | 17 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 223 | 13 | 0.0% | — | 124 | +223 | New | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 224 | 13 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Register Financial Advisors LLC | History | Reduced | 200 | 11 | 0.0% | 0.01% | 126 | -130 | -39.39% | Q4 2025 | Jan 21, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 157 | 9 | 0.0% | 0.0% | 127 | -43 | -21.5% | Q4 2025 | Feb 17, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 154 | 9 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 139 | 8 | 0.0% | — | 129 | +139 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 142 | 8 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Coston, McIsaac & Partners | History | No change | 138 | 8 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 125 | 7 | 0.01% | — | 133 | +125 | New | Q4 2025 | Feb 12, 2026 |
| First PREMIER Bank | History | No change | 125 | 7 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NorthAvenue LLC | History | New | 108 | 6 | 0.0% | — | 136 | +108 | New | Q4 2025 | Apr 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 108 | 6 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Asset Dedication, LLC | History | No change | 108 | 6 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | New | 92 | 5 | 0.0% | — | 137 | +92 | New | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 75 | 4 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CNB Bank | History | Reduced | 43 | 2 | 0.0% | 0.01% | 141 | -240 | -84.81% | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 39 | 2 | 0.0% | — | 143 | +39 | New | Q4 2025 | Mar 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 50 | 2 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 50 | 2 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Archer Investment Corp | History | No change | 50 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 20 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Stephens Consulting, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Members Advisory Group LLC | History | Closed out | 0 | 0 | — | 2.29% | — | -119,827 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,566 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,804 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,550 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Nov 12, 2025 |