Invesco Exchange-Traded Fund Trust II - KBWB
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.
Showing first 300 of
365 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,394,678 | 901,546 | 0.07% | 0.08% | 1 | -940,291 | -7.62% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,260,995 | 631,140 | 0.04% | 0.05% | 2 | -905,009 | -9.87% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,864,794 | 305,782 | 0.1% | 0.1% | 3 | +296,580 | 8.31% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,917,590 | 230,839 | 0.03% | 0.03% | 4 | +80,143 | 2.82% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 2,163,750 | 171,195 | 1.48% | 1.57% | 5 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,948,553 | 154,169 | 0.01% | 0.01% | 6 | +491,907 | 33.77% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Added to | 1,827,711 | 144,608 | 5.46% | 5.85% | 7 | +2,248 | 0.12% | Q1 2026 | May 07, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 1,421,000 | 112,430 | 0.68% | 1.23% | 8 | -841,000 | -37.18% | Q1 2026 | May 12, 2026 |
| Temasek Holdings (Private) Ltd | History | Reduced | 1,104,862 | 87,416 | 0.29% | 0.53% | 9 | -884,139 | -44.45% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 1,080,548 | 85,492 | 0.07% | — | 10 | +1,080,548 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 738,256 | 58,412 | 0.09% | 0.09% | 11 | +15,416 | 2.13% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 732,900 | 57,987 | 0.75% | — | 12 | +732,900 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 676,010 | 53,485 | 0.01% | 0.01% | 13 | +178,911 | 35.99% | Q1 2026 | May 11, 2026 |
| Cornerstone Advisors, LLC | History | Added to | 665,269 | 52,636 | 1.94% | 1.01% | 14 | +304,600 | 84.45% | Q1 2026 | May 08, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 627,935 | 49,682 | 0.72% | 0.75% | 15 | +4,849 | 0.78% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 547,598 | 43,325 | 0.01% | 0.0% | 16 | +242,901 | 79.72% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 530,879 | 42,003 | 0.6% | 0.78% | 17 | -7,333 | -1.36% | Q1 2026 | May 12, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | New | 522,543 | 41,343 | 9.32% | — | 18 | +522,543 | New | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 512,691 | 40,564 | 0.0% | 0.01% | 19 | -313,275 | -37.93% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 500,805 | 39,623 | 0.01% | 0.01% | 20 | -64,249 | -11.37% | Q1 2026 | May 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 481,559 | 38,100 | 0.45% | 0.61% | 21 | -153,013 | -24.11% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Reduced | 440,559 | 34,857 | 0.03% | 0.03% | 22 | -16,018 | -3.51% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 439,404 | 34,765 | 0.0% | 0.01% | 23 | -142,461 | -24.48% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 420,156 | 33,242 | 0.04% | 0.02% | 24 | +207,663 | 97.73% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 405,129 | 32,053 | 0.36% | 0.42% | 25 | +7,913 | 1.99% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | New | 389,057 | 30,782 | 0.58% | — | 26 | +389,057 | New | Q1 2026 | Apr 16, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 363,536 | 28,762 | 0.0% | 0.0% | 27 | +26,070 | 7.73% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 306,846 | 24,277 | 0.03% | 0.02% | 28 | +92,652 | 43.26% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 251,113 | 19,867 | 0.03% | 0.0% | 29 | +243,996 | 3428.35% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 250,587 | 19,826 | 0.0% | 0.01% | 30 | -456,873 | -64.58% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | Reduced | 241,726 | 19,125 | 1.66% | 1.81% | 31 | -7,102 | -2.85% | Q1 2026 | Apr 24, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 196,225 | 15,525 | 0.03% | 0.0% | 32 | +187,482 | 2144.37% | Q1 2026 | May 13, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 175,101 | 13,853 | 3.49% | 4.24% | 33 | -25,709 | -12.8% | Q1 2026 | Apr 16, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 175,000 | 13,846 | 0.02% | — | 34 | +175,000 | New | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 162,212 | 12,834 | 0.16% | 0.17% | 35 | +10,946 | 7.24% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 145,619 | 11,521 | 0.01% | 0.01% | 36 | -10,241 | -6.57% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 144,343 | 11,420 | 0.0% | 0.0% | 37 | +2,974 | 2.1% | Q1 2026 | May 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 118,073 | 9,341 | 0.6% | 0.9% | 38 | -49,394 | -29.49% | Q1 2026 | May 06, 2026 |
| Guardian Partners Inc. | History | Reduced | 117,400 | 9,288 | 0.77% | 0.93% | 39 | -21,000 | -15.17% | Q1 2026 | May 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 109,735 | 8,682 | 0.43% | 0.45% | 40 | +678 | 0.62% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 100,905 | 7,983 | 0.0% | 0.0% | 41 | -75,518 | -42.81% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 92,999 | 7,358 | 0.0% | — | 42 | +92,999 | New | Q1 2026 | May 15, 2026 |
| WP Advisors, LLC | History | Reduced | 89,866 | 7,110 | 1.84% | 1.93% | 43 | -2,310 | -2.51% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 86,644 | 6,855 | 0.13% | 0.14% | 44 | +3,135 | 3.75% | Q1 2026 | Apr 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 77,043 | 6,700 | 1.43% | 1.37% | 45 | +4,432 | 6.1% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 81,530 | 6,450 | 0.01% | 0.01% | 46 | +40,878 | 100.56% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Reduced | 79,169 | 6,263 | 0.29% | 0.51% | 47 | -55,779 | -41.33% | Q1 2026 | Apr 30, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 78,008 | 6,171 | 1.86% | 1.06% | 48 | +35,773 | 84.7% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 76,252 | 6,033 | 0.0% | 0.0% | 49 | +1,403 | 1.87% | Q1 2026 | May 05, 2026 |
| Interval Partners, LP | History | New | 74,000 | 5,854 | 0.15% | — | 50 | +74,000 | New | Q1 2026 | May 15, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 67,723 | 5,358 | 0.42% | — | 51 | +67,723 | New | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 64,350 | 5,123 | 0.0% | 0.0% | 52 | -25,757 | -28.58% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 64,555 | 5,107 | 0.06% | 0.08% | 53 | -16,905 | -20.75% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 59,032 | 4,670 | 0.0% | 0.0% | 54 | +15,809 | 36.58% | Q1 2026 | May 04, 2026 |
| Silphium Asset Management Ltd | History | Reduced | 57,406 | 4,541 | 1.72% | 2.14% | 55 | -2,400 | -4.01% | Q1 2026 | May 05, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 55,571 | 4,396 | 2.53% | 2.4% | 56 | +3,384 | 6.48% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 54,077 | 4,280 | 0.03% | 0.03% | 57 | +255 | 0.47% | Q1 2026 | May 14, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 52,000 | 4,114 | 1.21% | 2.5% | 58 | -10,000 | -16.13% | Q1 2026 | May 14, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 51,094 | 4,042 | 0.46% | 0.55% | 59 | -5,473 | -9.68% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Reduced | 306 | 4,000 | 0.06% | 0.07% | 60 | -31 | -9.2% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 50,304 | 3,980 | 0.01% | 0.01% | 61 | +18,118 | 56.29% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 49,750 | 3,936 | 0.01% | 0.01% | 62 | +2,928 | 6.25% | Q1 2026 | Apr 27, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | New | 46,800 | 3,702 | 0.02% | — | 63 | +46,800 | New | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 46,132 | 3,649 | 0.02% | 0.02% | 64 | -3,676 | -7.38% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 44,876 | 3,550 | 0.04% | 0.09% | 65 | -41,904 | -48.29% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 43,722 | 3,459 | 0.0% | 0.0% | 66 | -9,892 | -18.45% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 42,987 | 3,401 | 0.0% | 0.0% | 67 | -11,166 | -20.62% | Q1 2026 | May 07, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 42,546 | 3,366 | 1.01% | 0.96% | 68 | +4,638 | 12.23% | Q1 2026 | May 20, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 41,192 | 3,259 | 0.05% | 0.06% | 69 | -3,175 | -7.16% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 40,003 | 3,165 | 0.01% | 0.01% | 70 | -2,231 | -5.28% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 39,927 | 3,159 | 0.23% | 0.24% | 71 | -495 | -1.22% | Q1 2026 | May 06, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 39,144 | 3,097 | 1.77% | 2.02% | 72 | +2,729 | 7.49% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 38,863 | 3,074 | 0.14% | 0.13% | 73 | +891 | 2.35% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 38,665 | 3,059 | 1.5% | 1.56% | 74 | +1,658 | 4.48% | Q1 2026 | Apr 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 37,795 | 2,988 | 0.93% | 0.96% | 75 | +2,130 | 5.97% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | Added to | 35,780 | 2,830 | 0.78% | 0.87% | 76 | +3,075 | 9.4% | Q1 2026 | May 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 32,498 | 2,776 | 0.16% | 0.16% | 77 | +895 | 2.83% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 34,801 | 2,753 | 0.0% | 0.01% | 78 | -3 | -0.01% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 32,923 | 2,604 | 0.22% | 0.26% | 79 | -4,504 | -12.03% | Q1 2026 | May 15, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 32,107 | 2,540 | 0.85% | 0.87% | 80 | +805 | 2.57% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 29,348 | 2,321 | 0.01% | 0.01% | 81 | -4,727 | -13.87% | Q1 2026 | Apr 24, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 28,320 | 2,240 | 0.09% | 0.02% | 82 | +22,094 | 354.87% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | Added to | 27,974 | 2,213 | 0.01% | 0.01% | 83 | +10,753 | 62.44% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 27,091 | 2,143 | 0.0% | 0.0% | 84 | -7,608 | -21.93% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 26,958 | 2,132 | 0.03% | 0.03% | 85 | -2,832 | -9.51% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 23,627 | 1,869 | 0.03% | 0.01% | 86 | +17,110 | 262.54% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 22,905 | 1,812 | 0.0% | 0.01% | 87 | -2,761 | -10.76% | Q1 2026 | Apr 30, 2026 |
| Magnus Financial Group LLC | History | Added to | 22,716 | 1,797 | 0.15% | 0.14% | 88 | +653 | 2.96% | Q1 2026 | Apr 10, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 22,000 | 1,740 | 0.01% | 1.41% | 89 | -3,526,900 | -99.38% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 17,421 | 1,468 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,303 | 1,448 | 0.01% | 0.0% | 91 | +8,206 | 81.27% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 17,590 | 1,391 | 0.0% | 0.0% | 92 | -36,297 | -67.36% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,389 | 1,313 | 0.01% | 0.03% | 93 | -12,305 | -42.88% | Q1 2026 | Apr 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 16,498 | 1,305 | 0.03% | 0.04% | 94 | -45 | -0.27% | Q1 2026 | Apr 07, 2026 |
| EASTERN BANK | History | Reduced | 16,248 | 1,285 | 0.02% | 0.02% | 95 | -220 | -1.34% | Q1 2026 | Apr 07, 2026 |
| Keel Point, LLC | History | Reduced | 16,109 | 1,274 | 0.08% | 0.14% | 96 | -12,315 | -43.33% | Q1 2026 | May 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 15,475 | 1,224 | 0.01% | 0.01% | 97 | +3,800 | 32.55% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 15,306 | 1,211 | 0.0% | 0.01% | 98 | -7,306 | -32.31% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 15,253 | 1,206 | 0.0% | 0.01% | 99 | -351 | -2.25% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 15,004 | 1,187 | 0.01% | 0.03% | 100 | +1,615 | 12.06% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 14,747 | 1,166 | 0.0% | 0.0% | 101 | -38 | -0.26% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 14,209 | 1,124 | 0.0% | 0.0% | 102 | -53 | -0.37% | Q1 2026 | Apr 22, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 14,041 | 1,110 | 0.05% | 0.06% | 103 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Vontobel Holding Ltd. | History | New | 13,500 | 1,068 | 0.0% | — | 104 | +13,500 | New | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 13,290 | 1,051 | 0.01% | 0.02% | 105 | +868 | 6.99% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 13,100 | 1,036 | 0.03% | 0.03% | 106 | +207 | 1.61% | Q1 2026 | Apr 28, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 12,254 | 969 | 1.01% | 0.91% | 107 | +1,813 | 17.36% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Added to | 12,135 | 960 | 0.05% | 0.04% | 108 | +1,628 | 15.49% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 11,806 | 934 | 0.2% | 0.47% | 109 | -15,818 | -57.26% | Q1 2026 | Apr 15, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 11,620 | 919 | 0.04% | 0.04% | 110 | -114 | -0.97% | Q1 2026 | Apr 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,490 | 909 | 0.02% | 0.02% | 111 | +1,846 | 19.14% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 11,310 | 895 | 0.03% | — | 113 | +11,310 | New | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 11,324 | 895 | 0.05% | 0.05% | 112 | -198 | -1.72% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 11,199 | 886 | 0.1% | 0.13% | 114 | +288 | 2.64% | Q1 2026 | May 15, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 11,058 | 874 | 0.22% | 0.23% | 115 | -421 | -3.67% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,119 | 847 | 0.0% | 0.0% | 116 | +1,481 | 15.37% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 10,521 | 832 | 0.0% | 0.0% | 117 | +2,191 | 26.3% | Q1 2026 | May 13, 2026 |
| GFS Advisors, LLC | History | New | 1,360 | 812 | 0.1% | — | 118 | +1,360 | New | Q1 2026 | Apr 30, 2026 |
| Permanent Capital Management, LP | History | Added to | 8,728 | 762 | 0.12% | 0.14% | 119 | +58 | 0.67% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,554 | 755 | 0.0% | 0.0% | 120 | +9,177 | 2434.22% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,527 | 753 | 0.01% | 0.01% | 121 | -334 | -3.39% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,310 | 736 | 0.02% | 0.02% | 122 | -48 | -0.51% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 8,444 | 668 | 0.04% | 0.05% | 123 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,878 | 664 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| City Center Advisors, LLC | History | Added to | 8,378 | 662 | 0.61% | 0.64% | 125 | +101 | 1.22% | Q1 2026 | Apr 07, 2026 |
| Marex Group plc | History | Reduced | 8,313 | 657 | 0.0% | 0.01% | 126 | -1,569 | -15.88% | Q1 2026 | May 13, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 8,006 | 633 | 0.02% | 0.02% | 127 | -62 | -0.77% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | New | 8,000 | 632 | 0.0% | — | 128 | +8,000 | New | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | No change | 7,875 | 623 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 7,850 | 621 | 0.01% | 0.02% | 130 | -838 | -9.65% | Q1 2026 | May 15, 2026 |
| HANOVER ADVISORS INC | History | Added to | 7,807 | 617 | 0.25% | 0.23% | 131 | +652 | 9.11% | Q1 2026 | May 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 7,785 | 615 | 0.01% | 0.01% | 132 | -288 | -3.57% | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 7,680 | 607 | 0.17% | 0.1% | 133 | +3,109 | 68.02% | Q1 2026 | May 13, 2026 |
| Advisor Resource Council | History | Reduced | 7,535 | 596 | 0.19% | 0.3% | 134 | -2,217 | -22.73% | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Reduced | 7,459 | 590 | 0.02% | 0.02% | 135 | -416 | -5.28% | Q1 2026 | May 04, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 7,281 | 576 | 0.06% | 0.08% | 136 | -1,273 | -14.88% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 7,232 | 572 | 0.0% | 0.0% | 137 | +1,474 | 25.6% | Q1 2026 | May 15, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 7,217 | 571 | 0.07% | 0.08% | 138 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 6,603 | 566 | 0.73% | 0.73% | 139 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Quantbot Technologies LP | History | Added to | 7,146 | 565 | 0.02% | 0.02% | 140 | +147 | 2.1% | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 7,000 | 553 | 0.0% | — | 141 | +7,000 | New | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,277 | 529 | 0.0% | 0.0% | 142 | +585 | 10.28% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | New | 6,662 | 527 | 0.01% | — | 144 | +6,662 | New | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | New | 6,661 | 527 | 0.02% | — | 143 | +6,661 | New | Q1 2026 | May 14, 2026 |
| Clark Asset Management, LLC | History | Reduced | 6,614 | 523 | 0.05% | 0.06% | 145 | -521 | -7.3% | Q1 2026 | Apr 16, 2026 |
| BANK HAPOALIM BM | History | Reduced | 6,480 | 513 | 0.08% | 0.05% | 146 | -700 | -9.75% | Q1 2026 | May 04, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,743 | 491 | 0.02% | 0.02% | 147 | -1,018 | -15.06% | Q1 2026 | Apr 17, 2026 |
| One Day In July LLC | History | Reduced | 6,078 | 480 | 0.04% | 0.04% | 148 | -244 | -3.86% | Q1 2026 | May 05, 2026 |
| Tanager Wealth Management LLP | History | No change | 6,057 | 479 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Investment Research Partners LLC | History | Reduced | 5,899 | 466 | 0.19% | 0.21% | 150 | -40 | -0.67% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,880 | 465 | 0.0% | 0.02% | 152 | -45,573 | -88.57% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,880 | 465 | 0.0% | 0.0% | 151 | +1,817 | 44.72% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 5,749 | 454 | 0.0% | 0.0% | 153 | -587 | -9.26% | Q1 2026 | May 13, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 5,722 | 452 | 0.26% | 0.28% | 154 | +56 | 0.99% | Q1 2026 | May 11, 2026 |
| Family Manage LLC | History | No change | 5,409 | 427 | 0.05% | 0.06% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 5,334 | 422 | 0.0% | — | 156 | +5,334 | New | Q1 2026 | May 14, 2026 |
| Shepherd Financial Partners LLC | History | No change | 5,231 | 413 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,148 | 407 | 0.0% | 0.01% | 158 | -653 | -11.26% | Q1 2026 | May 15, 2026 |
| Avail Investment Partners, LLC | History | New | 5,041 | 399 | 0.43% | — | 159 | +5,041 | New | Q1 2026 | May 13, 2026 |
| Concentrum Wealth Management | History | New | 5,000 | 395 | 0.12% | — | 161 | +5,000 | New | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | No change | 5,000 | 395 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | New | 4,923 | 389 | 0.0% | — | 162 | +4,923 | New | Q1 2026 | May 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 4,848 | 383 | 0.08% | 0.06% | 164 | +1,422 | 41.51% | Q1 2026 | Apr 15, 2026 |
| Broadleaf Partners, LLC | History | No change | 4,841 | 383 | 0.09% | 0.09% | 163 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Chicago Capital, LLC | History | New | 4,810 | 380 | 0.01% | — | 165 | +4,810 | New | Q1 2026 | Apr 23, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 4,588 | 363 | 0.0% | 0.0% | 166 | -4,600 | -50.07% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Added to | 4,594 | 363 | 0.01% | 0.01% | 167 | +77 | 1.7% | Q1 2026 | Apr 17, 2026 |
| ELCO Management Co., LLC | History | Added to | 4,500 | 356 | 0.17% | 0.16% | 168 | +1,500 | 50.0% | Q1 2026 | Apr 23, 2026 |
| PFG Investments, LLC | History | Added to | 4,406 | 348 | 0.02% | 0.02% | 169 | +4 | 0.09% | Q1 2026 | Apr 27, 2026 |
| Headlands Technologies LLC | History | Reduced | 4,329 | 342 | 0.04% | 0.04% | 170 | -1,317 | -23.33% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 4,193 | 331 | 0.0% | 0.0% | 171 | +1,059 | 33.79% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Reduced | 3,975 | 314 | 0.01% | 0.01% | 172 | -1,967 | -33.1% | Q1 2026 | May 11, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 3,956 | 312 | 0.01% | 0.01% | 173 | +236 | 6.34% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,481 | 303 | 0.01% | 0.01% | 174 | +35 | 1.02% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,817 | 301 | 0.0% | 0.0% | 175 | +29 | 0.77% | Q1 2026 | May 08, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 3,759 | 297 | 0.05% | 0.05% | 176 | -60 | -1.57% | Q1 2026 | May 05, 2026 |
| WESBANCO BANK INC | History | Added to | 3,659 | 289 | 0.01% | 0.01% | 177 | +100 | 2.81% | Q1 2026 | Apr 21, 2026 |
| Princeton Global Asset Management LLC | History | New | 3,620 | 286 | 0.05% | — | 178 | +3,620 | New | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 3,590 | 284 | 0.0% | 0.0% | 179 | -1,366 | -27.56% | Q1 2026 | May 14, 2026 |
| Accredited Investors Inc. | History | Added to | 3,548 | 280 | 0.02% | 0.02% | 180 | +2 | 0.06% | Q1 2026 | Apr 30, 2026 |
| Fairscale Capital, LLC | History | No change | 3,538 | 279 | 0.19% | 0.2% | 181 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 3,518 | 278 | 0.02% | 0.02% | 182 | +305 | 9.49% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 3,476 | 278 | 0.0% | 0.0% | 183 | -292 | -7.75% | Q1 2026 | May 12, 2026 |
| Roble, Belko & Company, Inc | History | New | 3,500 | 277 | 0.04% | — | 184 | +3,500 | New | Q1 2026 | Apr 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,491 | 276 | 0.0% | 0.0% | 185 | +477 | 15.83% | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | Added to | 3,533 | 276 | 0.12% | 0.12% | 186 | +1 | 0.03% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,453 | 273 | 0.0% | 0.0% | 187 | -1,117 | -24.44% | Q1 2026 | Jun 02, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 3,301 | 261 | 0.03% | — | 188 | +3,301 | New | Q1 2026 | May 11, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 3,250 | 257 | 0.08% | 1.61% | 190 | -64,965 | -95.24% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Added to | 3,249 | 257 | 0.0% | 0.0% | 189 | +506 | 18.45% | Q1 2026 | Apr 27, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 3,203 | 253 | 0.04% | 0.05% | 191 | -279 | -8.01% | Q1 2026 | Apr 27, 2026 |
| Quantum Portfolio Management LLC | History | New | 3,153 | 249 | 0.11% | — | 193 | +3,153 | New | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,156 | 249 | 0.0% | 0.01% | 192 | +64 | 2.07% | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 3,075 | 243 | 0.18% | 0.01% | 194 | +2,990 | 3517.65% | Q1 2026 | Apr 17, 2026 |
| EJMK Ventures LLC | History | No change | 3,028 | 239 | 0.13% | 0.16% | 195 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 3,000 | 237 | 0.0% | 0.0% | 196 | -2,961 | -49.67% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 2,980 | 235 | 0.0% | 0.0% | 197 | -180 | -5.7% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 2,913 | 230 | 0.01% | 0.01% | 198 | +100 | 3.55% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,902 | 229 | 0.0% | 0.0% | 201 | +381 | 15.11% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Reduced | 2,897 | 229 | 0.0% | 0.0% | 200 | -245 | -7.8% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 2,895 | 229 | 0.01% | 0.02% | 199 | +78 | 2.77% | Q1 2026 | Apr 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 2,886 | 228 | 0.01% | — | 202 | +2,886 | New | Q1 2026 | Apr 23, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 2,800 | 221 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,803 | 221 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 2,779 | 219 | 0.0% | 0.0% | 205 | -1,103 | -28.41% | Q1 2026 | Apr 08, 2026 |
| Collar Capital Management, LLC | History | Reduced | 2,749 | 217 | 0.14% | 0.16% | 206 | -140 | -4.85% | Q1 2026 | May 14, 2026 |
| CPR Investments Inc. | History | New | 2,698 | 213 | 0.14% | — | 207 | +2,698 | New | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,674 | 211 | 0.0% | 0.0% | 208 | -382 | -12.5% | Q1 2026 | May 05, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 2,662 | 210 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 2,633 | 208 | 0.05% | 0.05% | 210 | +57 | 2.21% | Q1 2026 | May 15, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 2,619 | 207 | 0.03% | 0.03% | 211 | +3 | 0.11% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,578 | 204 | 0.0% | 0.0% | 212 | -623 | -19.46% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | New | 2,766 | 201 | 0.0% | — | 213 | +2,766 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 2,297 | 181 | 0.0% | 0.0% | 214 | +111 | 5.08% | Q1 2026 | May 14, 2026 |
| Finley Financial, LLC | History | No change | 2,250 | 178 | 0.08% | 0.09% | 215 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,125 | 168 | 0.0% | 0.03% | 216 | -852,919 | -99.75% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,946 | 153 | 0.0% | — | 217 | +1,946 | New | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,727 | 136 | 0.0% | 0.0% | 218 | -6,919 | -80.03% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,719 | 136 | 0.0% | 0.0% | 219 | +292 | 20.46% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | No change | 1,655 | 130 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,562 | 123 | 0.01% | — | 222 | +1,562 | New | Q1 2026 | Apr 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,542 | 123 | 0.01% | 0.01% | 221 | +86 | 5.91% | Q1 2026 | May 01, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 1,405 | 111 | 0.01% | — | 223 | +1,405 | New | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,330 | 105 | 0.01% | 0.01% | 224 | +6 | 0.45% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,179 | 99 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,167 | 98 | 0.07% | 0.07% | 226 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,208 | 95 | 0.0% | 0.0% | 227 | -1,180 | -49.41% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | New | 1,154 | 91 | 0.01% | — | 228 | +1,154 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 1,090 | 86 | 0.0% | — | 229 | +1,090 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,045 | 82 | 0.0% | — | 230 | +1,045 | New | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 896 | 71 | 0.0% | 0.0% | 231 | +809 | 929.89% | Q1 2026 | Apr 27, 2026 |
| HM PAYSON & CO | History | No change | 890 | 70 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 861 | 68 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 819 | 64 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Y.D. More Investments Ltd | History | No change | 810 | 64 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 742 | 58 | 0.0% | 0.0% | 236 | +15 | 2.06% | Q1 2026 | May 13, 2026 |
| BAYBAN | History | No change | 648 | 51 | 0.04% | 0.05% | 237 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 620 | 49 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 535 | 42 | 0.0% | 0.0% | 239 | +159 | 42.29% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 532 | 42 | 0.0% | 0.0% | 240 | +10 | 1.92% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 534 | 40 | 0.0% | 0.0% | 241 | -1 | -0.19% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | New | 500 | 39 | 0.01% | — | 243 | +500 | New | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | Added to | 500 | 39 | 0.0% | 0.0% | 242 | +100 | 25.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 428 | 33 | 0.0% | 0.0% | 244 | -123 | -22.32% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 417 | 32 | 0.0% | 0.0% | 245 | +3 | 0.72% | Q1 2026 | Apr 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 400 | 31 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MCF Advisors LLC | History | Added to | 382 | 30 | 0.0% | 0.0% | 247 | +3 | 0.79% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | New | 365 | 28 | 0.0% | — | 248 | +365 | New | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 321 | 25 | 0.0% | 0.0% | 250 | -108 | -25.17% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 302 | 25 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Key FInancial Inc | History | Added to | 272 | 21 | 0.0% | 0.0% | 251 | +131 | 92.91% | Q1 2026 | Apr 24, 2026 |
| Park Square Financial Group, LLC | History | New | 265 | 20 | 0.15% | — | 254 | +265 | New | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 257 | 20 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 259 | 20 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 240 | 18 | 0.0% | 0.0% | 255 | +36 | 17.65% | Q1 2026 | May 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 225 | 17 | 0.01% | — | 256 | +225 | New | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | No change | 179 | 14 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | No change | 180 | 14 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Advocate Investing Services LLC | History | No change | 180 | 14 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Blue Trust, Inc. | History | Reduced | 171 | 13 | 0.0% | 0.0% | 260 | -60 | -25.97% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 158 | 12 | 0.0% | 0.0% | 261 | -177 | -52.84% | Q1 2026 | Apr 30, 2026 |
| BFSG, LLC | History | No change | 154 | 12 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 146 | 11 | 0.0% | — | 264 | +146 | New | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 145 | 11 | 0.0% | 0.0% | 263 | -10 | -6.45% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 139 | 10 | 0.0% | — | 266 | +139 | New | Q1 2026 | Apr 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 135 | 10 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 124 | 9 | 0.0% | 0.0% | 267 | +71 | 133.96% | Q1 2026 | May 08, 2026 |
| Nemes Rush Group LLC | History | Reduced | 121 | 9 | 0.0% | 0.0% | 268 | -57 | -32.02% | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 103 | 8 | 0.0% | 0.0% | 269 | -134 | -56.54% | Q1 2026 | Apr 14, 2026 |
| Osbon Capital Management LLC | History | No change | 110 | 8 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 101 | 7 | 0.0% | 0.0% | 271 | +53 | 110.42% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | No change | 100 | 7 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PFS Partners, LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aventura Private Wealth, LLC | History | New | 87 | 6 | 0.0% | — | 277 | +87 | New | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 76 | 6 | 0.0% | 0.0% | 276 | +10 | 15.15% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 79 | 6 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | New | 74 | 5 | 0.0% | — | 278 | +74 | New | Q1 2026 | May 01, 2026 |
| High Note Wealth, LLC | History | New | 64 | 5 | 0.0% | — | 279 | +64 | New | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | New | 53 | 4 | 0.0% | — | 287 | +53 | New | Q1 2026 | Apr 21, 2026 |
| Cardinal Strategic Wealth Guidance | History | New | 51 | 4 | 0.0% | — | 288 | +51 | New | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Added to | 52 | 4 | 0.0% | 0.0% | 281 | +22 | 73.33% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 62 | 4 | 0.0% | 0.0% | 283 | -3 | -4.62% | Q1 2026 | Apr 28, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 62 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Triumph Capital Management | History | No change | 53 | 4 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 53 | 4 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Access Investment Management LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 52 | 4 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Reduced | 49 | 3 | 0.0% | 0.0% | 291 | -277 | -84.97% | Q1 2026 | May 06, 2026 |
| GLENMEDE TRUST CO NA | History | New | 50 | 3 | 0.0% | — | 295 | +50 | New | Q1 2026 | May 26, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 46 | 3 | 0.0% | — | 296 | +46 | New | Q1 2026 | Apr 16, 2026 |
| Parallel Advisors, LLC | History | New | 40 | 3 | 0.0% | — | 297 | +40 | New | Q1 2026 | Jun 02, 2026 |
| Capital Analysts, LLC | History | Reduced | 39 | 3 | 0.0% | 0.0% | 292 | -15 | -27.78% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 46 | 3 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 50 | 3 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Quaker Wealth Management, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GAMMA Investing LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 33 | 2 | 0.0% | — | 301 | +33 | New | Q1 2026 | Apr 13, 2026 |
| BALLAST ADVISORS LLC | History | New | 31 | 2 | 0.0% | — | 300 | +31 | New | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | New | 28 | 2 | 0.0% | — | 299 | +28 | New | Q1 2026 | Apr 07, 2026 |