Invesco Actively Managed Exchange-Traded Commodity Fund Trust - PDBC
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 101,757,943 | 1,762,447 | 0.33% | 0.24% | 1 | +2,672,739 | 2.7% | Q1 2026 | May 11, 2026 |
| FSC Wealth Advisors, LLC | History | Added to | 36,233 | 627,557 | 11.98% | 0.22% | 2 | +25,968 | 252.98% | Q1 2026 | Apr 20, 2026 |
| Empower Advisory Group, LLC | History | Added to | 34,501,583 | 597,567 | 1.55% | 1.18% | 3 | +1,606,945 | 4.89% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 30,761,921 | 532,796 | 0.14% | 0.11% | 4 | +498,302 | 1.65% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 20,883,049 | 361,694 | 0.02% | 0.02% | 5 | +1,806,052 | 9.47% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 8,937,847 | 154,803 | 0.01% | 0.0% | 6 | +2,697,385 | 43.22% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 6,701,694 | 116,072 | 3.4% | 3.02% | 7 | -934,506 | -12.24% | Q1 2026 | Apr 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 5,502,629 | 95,305 | 0.01% | — | 8 | +5,502,629 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 5,458,835 | 94,547 | 0.08% | 0.1% | 9 | -3,329,477 | -37.89% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,899,404 | 84,857 | 0.01% | 0.0% | 10 | +183,866 | 3.9% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,931,949 | 68,101 | 0.02% | 0.02% | 11 | -159,937 | -3.91% | Q1 2026 | May 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,574,466 | 61,909 | 0.02% | 0.02% | 12 | +3,155,516 | 753.2% | Q1 2026 | May 04, 2026 |
| Briaud Financial Planning Inc | History | Added to | 2,807,161 | 48,620 | 12.75% | 9.04% | 13 | +37,873 | 1.37% | Q1 2026 | Apr 10, 2026 |
| 3EDGE Asset Management, LP | History | New | 2,757,165 | 47,882 | 2.31% | — | 14 | +2,757,165 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,688,512 | 46,565 | 0.03% | 0.03% | 15 | -459,499 | -14.6% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,430,144 | 42,576 | 0.09% | 0.02% | 16 | +1,261,351 | 107.92% | Q1 2026 | Apr 08, 2026 |
| GM Advisory Group, LLC | History | Added to | 2,385,149 | 41,310 | 1.59% | 1.22% | 17 | +40,591 | 1.73% | Q1 2026 | Apr 28, 2026 |
| SCS Capital Management LLC | History | Added to | 2,150,175 | 37,241 | 0.39% | 0.3% | 18 | +38,422 | 1.82% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Added to | 2,113,512 | 36,606 | 0.08% | 0.01% | 19 | +1,737,000 | 461.34% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,869,504 | 32,380 | 0.25% | 0.21% | 20 | -10,034 | -0.53% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 1,793,833 | 31,069 | 0.08% | 0.06% | 21 | +231,526 | 14.82% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,727,139 | 29,914 | 0.03% | 0.03% | 22 | -599,034 | -25.75% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 1,715,906 | 29,719 | 0.0% | 0.0% | 23 | +975,047 | 131.61% | Q1 2026 | May 05, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 1,682,529 | 29,141 | 1.01% | — | 24 | +1,682,529 | New | Q1 2026 | May 14, 2026 |
| Marion Wealth Management | History | Reduced | 1,109,809 | 19,221 | 4.26% | 3.58% | 25 | -12,323 | -1.1% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 1,034,133 | 17,911 | 0.56% | 0.43% | 26 | -3,488 | -0.34% | Q1 2026 | Apr 27, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,021,000 | 17,683 | 0.01% | 0.0% | 27 | +360,000 | 54.46% | Q1 2026 | Apr 30, 2026 |
| AVALON CAPITAL MANAGEMENT | History | New | 992,122 | 17,183 | 4.85% | — | 28 | +992,122 | New | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | New | 982,521 | 17,017 | 0.09% | — | 29 | +982,521 | New | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 965,762 | 16,727 | 0.0% | 0.0% | 30 | -109,786 | -10.21% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 948,117 | 16,421 | 1.09% | 0.79% | 31 | -18,692 | -1.93% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | New | 947,179 | 16,405 | 0.2% | — | 32 | +947,179 | New | Q1 2026 | May 15, 2026 |
| Kiker Wealth Management, LLC | History | Added to | 935,518 | 16,203 | 7.74% | 10.46% | 33 | +911,713 | 3829.92% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 935,035 | 16,195 | 0.04% | 0.02% | 34 | +279,248 | 42.58% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 872,400 | 15,109 | 0.0% | 0.0% | 35 | +843,477 | 2916.28% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 868,553 | 15,043 | 0.13% | 0.11% | 36 | -107,114 | -10.98% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 829,660 | 14,370 | 0.04% | 0.0% | 37 | +815,663 | 5827.41% | Q1 2026 | Apr 22, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 784,552 | 13,588 | 0.76% | 0.68% | 38 | -174,245 | -18.17% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 779,151 | 13,494 | 0.22% | 0.16% | 39 | +150,499 | 23.94% | Q1 2026 | May 18, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 742,616 | 12,862 | 8.55% | 6.79% | 40 | -28,388 | -3.68% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Reduced | 737,565 | 12,774 | 0.07% | 0.07% | 41 | -134,483 | -15.42% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 732,390 | 12,685 | 0.02% | 0.01% | 42 | +20,021 | 2.81% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 730,824 | 12,657 | 0.0% | 0.0% | 43 | +243,451 | 49.95% | Q1 2026 | May 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 718,719 | 12,448 | 5.18% | — | 44 | +718,719 | New | Q1 2026 | May 06, 2026 |
| Aspect Partners, LLC | History | Added to | 691,959 | 11,984 | 4.9% | 2.7% | 45 | +226,954 | 48.81% | Q1 2026 | Apr 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 666,552 | 11,544 | 0.03% | 0.02% | 46 | +75,057 | 12.69% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 663,382 | 11,489 | 0.01% | 0.01% | 47 | +209,840 | 46.27% | Q1 2026 | May 13, 2026 |
| Janney Capital Management LLC | History | No change | 795,876 | 10,545 | 0.66% | 0.66% | 48 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 603,315 | 10,449 | 0.12% | 0.09% | 49 | +26,783 | 4.65% | Q1 2026 | Apr 16, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 586,036 | 10,150 | 2.05% | 1.47% | 50 | +12,134 | 2.11% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 575,181 | 9,963 | 0.0% | 0.0% | 51 | +346,617 | 151.65% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 567,149 | 9,823 | 0.01% | 0.0% | 52 | +419,887 | 285.13% | Q1 2026 | May 13, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 550,000 | 9,526 | 0.35% | 0.24% | 53 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 542,504 | 9,493 | 0.0% | 0.0% | 54 | +220,189 | 68.31% | Q1 2026 | May 13, 2026 |
| Plan Group Financial, LLC | History | Added to | 541,379 | 9,376 | 2.2% | 1.2% | 55 | +191,751 | 54.84% | Q1 2026 | Apr 13, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 535,140 | 9,268 | 1.66% | 1.21% | 56 | +72,677 | 15.72% | Q1 2026 | Apr 10, 2026 |
| CHOREO, LLC | History | New | 514,233 | 8,906 | 0.11% | — | 57 | +514,233 | New | Q1 2026 | May 12, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 512,673 | 8,881 | 2.2% | 1.6% | 58 | -20,341 | -3.82% | Q1 2026 | May 15, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Reduced | 512,096 | 8,869 | 1.51% | 0.93% | 59 | -13,220 | -2.52% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 510,448 | 8,840 | 0.0% | 0.0% | 60 | -134,362 | -20.84% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 502,865 | 8,709 | 0.39% | 0.25% | 61 | +96,355 | 23.7% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 498,704 | 8,637 | 0.33% | 0.26% | 62 | -30,079 | -5.69% | Q1 2026 | May 12, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 464,202 | 8,039 | 0.99% | 0.81% | 63 | -14,159 | -2.96% | Q1 2026 | Apr 23, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 420,265 | 7,787 | 1.29% | 0.08% | 64 | +388,582 | 1226.47% | Q1 2026 | May 08, 2026 |
| CIM, LLC | History | Reduced | 416,032 | 7,205 | 1.04% | 0.73% | 65 | -3,825 | -0.91% | Q1 2026 | May 18, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 414,180 | 7,173 | 0.08% | — | 66 | +414,180 | New | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 392,651 | 6,800 | 0.08% | 0.01% | 67 | +321,026 | 448.2% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 381,651 | 6,610 | 0.08% | 0.08% | 68 | -77,796 | -16.93% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 378,523 | 6,556 | 0.01% | 0.0% | 69 | +187,205 | 97.85% | Q1 2026 | May 14, 2026 |
| Echo45 Advisors LLC | History | Reduced | 371,340 | 6,431 | 3.62% | 2.95% | 70 | -18,845 | -4.83% | Q1 2026 | Apr 20, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 369,948 | 6,407 | 0.57% | 0.43% | 71 | +87,900 | 31.16% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Reduced | 369,059 | 6,380 | 0.03% | 0.03% | 72 | -10,513 | -2.77% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 365,215 | 6,354 | 0.0% | 0.0% | 73 | +55,511 | 17.92% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 358,890 | 6,215 | 0.44% | 0.35% | 74 | -5,758 | -1.58% | Q1 2026 | Apr 28, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 356,526 | 6,175 | 0.01% | 0.0% | 75 | +254,796 | 250.46% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 356,035 | 6,166 | 0.0% | 0.0% | 76 | +18,735 | 5.55% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Partners, LLC | History | New | 353,500 | 6,122 | 1.53% | — | 77 | +353,500 | New | Q1 2026 | Apr 17, 2026 |
| Avestar Capital, LLC | History | Added to | 347,839 | 6,024 | 0.39% | 0.14% | 78 | +190,267 | 120.75% | Q1 2026 | May 13, 2026 |
| Perissos Private Wealth Management, LLC | History | New | 346,443 | 6,000 | 5.21% | — | 79 | +346,443 | New | Q1 2026 | May 07, 2026 |
| LCW Services, LLC | History | Added to | 335,732 | 5,814 | 2.89% | 2.09% | 80 | +39,065 | 13.17% | Q1 2026 | Apr 27, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 329,534 | 5,758 | 0.76% | 0.57% | 81 | +13,273 | 4.2% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 315,485 | 5,464 | 0.01% | 0.01% | 82 | -135,466 | -30.04% | Q1 2026 | May 14, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 294,534 | 5,101 | 0.63% | 0.5% | 83 | +4,268 | 1.47% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 294,386 | 5,098 | 0.03% | 0.0% | 84 | +288,249 | 4696.9% | Q1 2026 | May 08, 2026 |
| Bison Wealth, LLC | History | Added to | 272,658 | 5,098 | 0.49% | 0.34% | 85 | +96,613 | 54.88% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 285,094 | 4,937 | 1.73% | 0.81% | 86 | +118,619 | 71.25% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 368,630 | 4,884 | 0.03% | 0.04% | 87 | -22,503 | -5.75% | Q1 2026 | May 15, 2026 |
| Ball & Co Wealth Management Inc. | History | New | 277,497 | 4,806 | 4.02% | — | 88 | +277,497 | New | Q1 2026 | May 01, 2026 |
| M Wealth Management, LLC | History | Added to | 269,762 | 4,672 | 3.93% | 2.97% | 89 | +12,000 | 4.66% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 268,399 | 4,649 | 0.01% | 0.02% | 90 | -229,223 | -46.06% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 268,190 | 4,645 | 0.02% | 0.02% | 91 | +20,281 | 8.18% | Q1 2026 | Apr 24, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 260,342 | 4,509 | 1.23% | 1.38% | 92 | -5,544 | -2.09% | Q1 2026 | Apr 27, 2026 |
| IronBridge Private Wealth, LLC | History | New | 254,794 | 4,413 | 1.42% | — | 93 | +254,794 | New | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 251,531 | 4,356 | 0.63% | 0.27% | 94 | +115,157 | 84.44% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 247,516 | 4,286 | 0.15% | 0.09% | 95 | +50,153 | 25.41% | Q1 2026 | Apr 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 246,943 | 4,277 | 0.1% | 0.03% | 96 | +139,126 | 129.04% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 244,342 | 4,232 | 0.01% | 0.0% | 97 | +243,177 | 20873.56% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 211,639 | 3,665 | 0.07% | 0.04% | 98 | +49,390 | 30.44% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 207,810 | 3,599 | 0.03% | 0.03% | 99 | -8,178 | -3.79% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 203,752 | 3,528 | 0.45% | 0.35% | 100 | -946 | -0.46% | Q1 2026 | May 04, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 197,791 | 3,425 | 2.38% | 2.25% | 101 | -43,861 | -18.15% | Q1 2026 | Apr 08, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 184,073 | 3,410 | 0.06% | 0.06% | 102 | -60,823 | -24.84% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 255,190 | 3,381 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 194,447 | 3,367 | 0.0% | — | 104 | +194,447 | New | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 172,432 | 2,986 | 0.15% | 0.04% | 105 | +110,081 | 176.55% | Q1 2026 | Apr 15, 2026 |
| Kensington Asset Management, LLC | History | New | 168,991 | 2,926 | 0.16% | — | 106 | +168,991 | New | Q1 2026 | May 21, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 168,677 | 2,921 | 0.02% | 0.02% | 107 | +7,692 | 4.78% | Q1 2026 | May 01, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 168,468 | 2,917 | 0.08% | — | 108 | +168,468 | New | Q1 2026 | Apr 28, 2026 |
| Randall & Associates Wealth Management | History | Reduced | 165,691 | 2,869 | 1.93% | 1.65% | 109 | -13,809 | -7.69% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Reduced | 163,253 | 2,827 | 0.0% | 0.0% | 110 | -4,039 | -2.41% | Q1 2026 | May 12, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 159,520 | 2,762 | 0.36% | 0.29% | 111 | -4,832 | -2.94% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 156,792 | 2,715 | 0.06% | 0.01% | 112 | +138,022 | 735.33% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 153,874 | 2,665 | 0.07% | 0.06% | 113 | -962 | -0.62% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 154,692 | 2,645 | 0.02% | 0.01% | 114 | +71,980 | 87.02% | Q1 2026 | Apr 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 145,850 | 2,552 | 0.16% | 0.09% | 115 | -2,656 | -1.79% | Q1 2026 | Apr 24, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 146,526 | 2,537 | 0.45% | — | 116 | +146,526 | New | Q1 2026 | Apr 20, 2026 |
| McIlrath & Eck, LLC | History | New | 145,227 | 2,515 | 0.19% | — | 117 | +145,227 | New | Q1 2026 | May 19, 2026 |
| Elyxium Wealth, LLC | History | New | 144,702 | 2,506 | 0.8% | — | 118 | +144,702 | New | Q1 2026 | May 06, 2026 |
| WESPAC Advisors, LLC | History | New | 142,001 | 2,459 | 1.35% | — | 119 | +142,001 | New | Q1 2026 | Apr 28, 2026 |
| NewSquare Capital LLC | History | Added to | 140,471 | 2,432 | 0.21% | 0.16% | 120 | +3,903 | 2.86% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 135,508 | 2,346 | 0.0% | 0.0% | 121 | -17,103 | -11.21% | Q1 2026 | Apr 27, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 176,839 | 2,343 | 1.47% | 1.47% | 122 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 134,918 | 2,336 | 0.24% | 0.2% | 123 | -18,392 | -12.0% | Q1 2026 | May 08, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 134,590 | 2,331 | 0.01% | 0.01% | 124 | -7,183 | -5.07% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 132,953 | 2,326 | 0.08% | 0.06% | 125 | +24,235 | 22.29% | Q1 2026 | May 15, 2026 |
| Innova Wealth Partners | History | Reduced | 133,149 | 2,306 | 1.09% | 1.02% | 126 | -19,846 | -12.97% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 132,715 | 2,298 | 0.01% | 0.01% | 127 | +32,249 | 32.1% | Q1 2026 | May 05, 2026 |
| FSA Investment Group, LLC | History | Added to | 132,573 | 2,296 | 0.92% | 0.42% | 128 | +80,568 | 154.92% | Q1 2026 | Apr 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 132,222 | 2,290 | 0.17% | 0.07% | 129 | +60,410 | 84.12% | Q1 2026 | Apr 20, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 127,736 | 2,212 | 1.08% | — | 130 | +127,736 | New | Q1 2026 | Apr 09, 2026 |
| Verity Asset Management, Inc. | History | Added to | 126,232 | 2,186 | 0.92% | 0.51% | 131 | +35,771 | 39.54% | Q1 2026 | Apr 21, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 122,368 | 2,119 | 0.12% | 0.11% | 132 | -40,300 | -24.77% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 121,791 | 2,109 | 0.04% | 0.03% | 133 | -3,975 | -3.16% | Q1 2026 | Apr 10, 2026 |
| GTS SECURITIES LLC | History | Reduced | 115,291 | 1,996 | 0.07% | 0.24% | 134 | -426,014 | -78.7% | Q1 2026 | May 14, 2026 |
| Anson Capital, Inc. | History | Added to | 110,692 | 1,917 | 1.31% | 1.06% | 135 | +612 | 0.56% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 110,317 | 1,910 | 0.04% | 0.01% | 136 | +79,339 | 256.11% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 108,265 | 1,875 | 0.2% | 0.15% | 137 | +1,959 | 1.84% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 107,532 | 1,862 | 0.01% | 0.01% | 138 | -12,140 | -10.14% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 106,163 | 1,838 | 0.01% | — | 139 | +106,163 | New | Q1 2026 | May 01, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 104,868 | 1,816 | 0.34% | 0.29% | 140 | -9,745 | -8.5% | Q1 2026 | Apr 09, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 104,846 | 1,815 | 0.02% | — | 141 | +104,846 | New | Q1 2026 | Apr 20, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 103,623 | 1,794 | 0.5% | 0.12% | 142 | +65,459 | 171.52% | Q1 2026 | Apr 28, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 103,056 | 1,784 | 0.56% | 0.42% | 143 | +984 | 0.96% | Q1 2026 | Apr 16, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 101,700 | 1,761 | 0.01% | 0.01% | 144 | -5,463 | -5.1% | Q1 2026 | Apr 14, 2026 |
| TRUST CO OF OKLAHOMA | History | New | 99,134 | 1,717 | 0.5% | — | 145 | +99,134 | New | Q1 2026 | Apr 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 98,570 | 1,707 | 0.15% | 0.11% | 146 | -2,757 | -2.72% | Q1 2026 | May 15, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 95,540 | 1,654 | 1.07% | 0.74% | 147 | +11,236 | 13.33% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Added to | 94,356 | 1,634 | 0.16% | 0.12% | 148 | +4,081 | 4.52% | Q1 2026 | Apr 22, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 94,220 | 1,631 | 0.75% | 0.65% | 149 | -11,487 | -10.87% | Q1 2026 | Apr 15, 2026 |
| Worth Asset Management, LLC | History | New | 92,805 | 1,607 | 0.6% | — | 150 | +92,805 | New | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 91,757 | 1,589 | 0.04% | 0.01% | 151 | +55,135 | 150.55% | Q1 2026 | May 04, 2026 |
| Virtue Capital Management, LLC | History | Added to | 90,031 | 1,575 | 0.24% | 0.05% | 152 | +65,611 | 268.68% | Q1 2026 | May 07, 2026 |
| Praxis Capital Management LLC | History | New | 88,000 | 1,524 | 3.56% | — | 153 | +88,000 | New | Q1 2026 | May 01, 2026 |
| Palumbo Wealth Management LLC | History | No change | 86,451 | 1,497 | 0.37% | 0.28% | 154 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 86,340 | 1,495 | 0.02% | 0.01% | 155 | +65,549 | 315.28% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | New | 86,002 | 1,489 | 0.17% | — | 156 | +86,002 | New | Q1 2026 | May 13, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 85,174 | 1,475 | 0.29% | 0.29% | 157 | -9,148 | -9.7% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 83,604 | 1,448 | 0.06% | 0.05% | 158 | +1,488 | 1.81% | Q1 2026 | Apr 28, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 102,632 | 1,440 | 0.92% | 0.51% | 159 | +28,545 | 38.53% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 82,890 | 1,435 | 0.01% | 0.01% | 160 | +231 | 0.28% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 81,602 | 1,413 | 0.08% | 0.05% | 161 | +20,813 | 34.24% | Q1 2026 | Apr 30, 2026 |
| Portside Wealth Group, LLC | History | New | 79,682 | 1,380 | 0.19% | — | 162 | +79,682 | New | Q1 2026 | May 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 72,943 | 1,311 | 0.47% | 0.23% | 163 | +31,980 | 78.07% | Q1 2026 | May 08, 2026 |
| Addison Capital Co | History | New | 73,289 | 1,269 | 0.23% | — | 164 | +73,289 | New | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Added to | 72,581 | 1,257 | 0.0% | 0.0% | 165 | +1,767 | 2.5% | Q1 2026 | May 06, 2026 |
| Magnus Financial Group LLC | History | Reduced | 70,489 | 1,220 | 0.1% | 0.07% | 166 | -87 | -0.12% | Q1 2026 | Apr 10, 2026 |
| Curran Financial Partners, LLC | History | Added to | 70,184 | 1,215 | 0.22% | 0.16% | 167 | +8,101 | 13.05% | Q1 2026 | Apr 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 70,083 | 1,213 | 0.04% | 0.04% | 168 | -110,001 | -61.08% | Q1 2026 | Apr 29, 2026 |
| SG Americas Securities, LLC | History | New | 70,000 | 1,212 | 0.0% | — | 169 | +70,000 | New | Q1 2026 | Apr 16, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 68,954 | 1,194 | 0.11% | 0.07% | 170 | -14,790 | -17.66% | Q1 2026 | May 14, 2026 |
| Strive Financial Group ,LLC | History | Added to | 68,697 | 1,190 | 0.63% | 0.45% | 171 | +4,177 | 6.47% | Q1 2026 | May 15, 2026 |
| Advisor Resource Council | History | New | 67,502 | 1,169 | 0.38% | — | 172 | +67,502 | New | Q1 2026 | May 07, 2026 |
| Regal Investment Advisors LLC | History | Added to | 66,785 | 1,156 | 0.07% | 0.05% | 173 | +1,546 | 2.37% | Q1 2026 | May 14, 2026 |
| SlateStone Wealth, LLC | History | No change | 65,000 | 1,126 | 0.09% | 0.07% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 64,193 | 1,111 | 0.0% | 0.0% | 175 | +329 | 0.52% | Q1 2026 | May 08, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 64,105 | 1,110 | 0.24% | 0.17% | 176 | +7,458 | 13.17% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Added to | 62,748 | 1,086 | 0.06% | 0.05% | 177 | +2,266 | 3.75% | Q1 2026 | May 04, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 62,481 | 1,082 | 0.12% | 0.1% | 178 | -8,461 | -11.93% | Q1 2026 | Apr 24, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 61,238 | 1,060 | 0.23% | — | 179 | +61,238 | New | Q1 2026 | May 12, 2026 |
| J2 Capital Management Inc | History | Reduced | 60,758 | 1,052 | 0.72% | 0.59% | 181 | -499 | -0.81% | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 60,742 | 1,052 | 0.05% | 0.04% | 180 | -457 | -0.75% | Q1 2026 | May 18, 2026 |
| New Republic Capital, LLC | History | Reduced | 58,681 | 1,016 | 0.34% | 0.3% | 182 | -27,252 | -31.71% | Q1 2026 | May 01, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 58,193 | 1,007 | 0.17% | 0.02% | 183 | +47,628 | 450.81% | Q1 2026 | May 05, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | New | 57,472 | 995 | 0.63% | — | 184 | +57,472 | New | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 74,870 | 992 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 56,846 | 984 | 0.58% | 0.44% | 186 | -146 | -0.26% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 54,984 | 952 | 0.02% | 0.01% | 187 | +27,485 | 99.95% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Added to | 54,815 | 949 | 0.02% | 0.01% | 188 | +23,373 | 74.34% | Q1 2026 | Apr 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 54,418 | 942 | 0.0% | 0.0% | 189 | +21,596 | 65.8% | Q1 2026 | May 14, 2026 |
| Capital Advisor Network LLC | History | New | 53,202 | 921 | 1.08% | — | 191 | +53,202 | New | Q1 2026 | May 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 53,190 | 921 | 0.1% | 0.06% | 190 | +11,779 | 28.44% | Q1 2026 | Apr 29, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 52,759 | 913 | 0.49% | — | 192 | +52,759 | New | Q1 2026 | May 14, 2026 |
| Avos Capital Management, LLC | History | Added to | 51,214 | 887 | 0.35% | 0.18% | 193 | +19,432 | 61.14% | Q1 2026 | May 15, 2026 |
| Professional Financial Advisors, LLC | History | New | 49,598 | 859 | 0.17% | — | 194 | +49,598 | New | Q1 2026 | Apr 13, 2026 |
| Cerity Partners LLC | History | New | 49,448 | 856 | 0.0% | — | 196 | +49,448 | New | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 49,520 | 856 | 0.11% | 0.09% | 195 | -75 | -0.15% | Q1 2026 | Apr 28, 2026 |
| Dunhill Financial, LLC | History | Added to | 49,386 | 855 | 0.2% | 0.12% | 197 | +13,072 | 36.0% | Q1 2026 | May 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 49,122 | 850 | 0.01% | 0.02% | 198 | -38,528 | -43.96% | Q1 2026 | May 11, 2026 |
| FreeGulliver LLC | History | Reduced | 49,006 | 848 | 0.36% | 0.25% | 199 | -2,224 | -4.34% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 47,568 | 823 | 0.42% | 0.31% | 200 | +2,003 | 4.4% | Q1 2026 | May 05, 2026 |
| WESBANCO BANK INC | History | Added to | 47,148 | 816 | 0.02% | 0.02% | 201 | +5,986 | 14.54% | Q1 2026 | Apr 21, 2026 |
| Faithward Advisors, LLC | History | Added to | 46,745 | 809 | 0.12% | 0.07% | 202 | +10,043 | 27.36% | Q1 2026 | Apr 17, 2026 |
| RFG Advisory, LLC | History | Added to | 46,588 | 806 | 0.01% | 0.01% | 203 | +9,875 | 26.9% | Q1 2026 | Apr 17, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 44,907 | 778 | 0.1% | 0.09% | 204 | -9,251 | -17.08% | Q1 2026 | Apr 16, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 43,512 | 753 | 0.84% | 0.68% | 205 | -4,111 | -8.63% | Q1 2026 | May 08, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 43,444 | 752 | 0.14% | 0.09% | 206 | -1,431 | -3.19% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 41,051 | 711 | 0.03% | 0.01% | 207 | +11,784 | 40.26% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 41,065 | 711 | 0.01% | 0.01% | 208 | -366 | -0.88% | Q1 2026 | May 13, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 39,255 | 679 | 0.02% | 0.01% | 209 | -6,342 | -13.91% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 39,920 | 677 | 0.08% | 0.06% | 210 | +3,616 | 9.96% | Q1 2026 | Apr 22, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 38,819 | 672 | 0.4% | 0.34% | 211 | -2,889 | -6.93% | Q1 2026 | Apr 16, 2026 |
| Global View Capital Management LLC | History | Reduced | 38,767 | 671 | 0.18% | 0.1% | 212 | -1,033 | -2.6% | Q1 2026 | May 04, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 35,359 | 656 | 0.62% | 0.65% | 213 | +972 | 2.83% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 37,387 | 647 | 0.0% | 0.0% | 214 | +18,899 | 102.22% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 35,940 | 622 | 0.0% | 0.0% | 215 | +7,856 | 27.97% | Q1 2026 | May 08, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 35,848 | 620 | 0.01% | 0.01% | 216 | +3,802 | 11.86% | Q1 2026 | May 12, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 35,272 | 610 | 0.54% | 0.39% | 217 | +2,699 | 8.29% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 35,075 | 607 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 34,815 | 602 | 0.0% | 0.0% | 219 | +11,774 | 51.1% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 33,650 | 582 | 0.01% | — | 220 | +33,650 | New | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 33,442 | 579 | 0.0% | 0.0% | 221 | +14,959 | 80.93% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 33,353 | 577 | 0.0% | 0.0% | 222 | -54 | -0.16% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 33,293 | 576 | 0.04% | 0.05% | 224 | -13,478 | -28.82% | Q1 2026 | May 05, 2026 |
| Narus Financial Partners, LLC | History | Added to | 33,260 | 576 | 0.15% | 0.11% | 223 | +3,047 | 10.09% | Q1 2026 | Apr 21, 2026 |
| Evanson Asset Management, LLC | History | Added to | 33,206 | 575 | 0.03% | 0.02% | 225 | +611 | 1.87% | Q1 2026 | Apr 08, 2026 |
| Rede Wealth, LLC | History | Reduced | 32,571 | 564 | 0.2% | 0.18% | 226 | -7,315 | -18.34% | Q1 2026 | Apr 10, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 32,220 | 558 | 0.25% | 0.21% | 227 | -1,709 | -5.04% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 31,634 | 547 | 0.0% | 0.0% | 228 | -777 | -2.4% | Q1 2026 | May 12, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 31,024 | 537 | 0.32% | 0.38% | 229 | -7,413 | -19.29% | Q1 2026 | May 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 30,735 | 532 | 0.18% | 0.14% | 230 | -604 | -1.93% | Q1 2026 | Apr 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 30,431 | 527 | 0.0% | 0.0% | 231 | -3,999 | -11.61% | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | New | 30,298 | 524 | 0.02% | — | 232 | +30,298 | New | Q1 2026 | Apr 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 30,139 | 522 | 0.07% | 0.06% | 233 | +1,218 | 4.21% | Q1 2026 | May 08, 2026 |
| Sidoxia Capital Management, LLC | History | New | 30,106 | 521 | 0.45% | — | 234 | +30,106 | New | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | New | 29,982 | 519 | 0.01% | — | 235 | +29,982 | New | Q1 2026 | Apr 07, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 29,770 | 515 | 1.61% | 0.77% | 236 | +10,483 | 54.35% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 29,177 | 498 | 0.1% | 0.01% | 237 | +27,131 | 1326.05% | Q1 2026 | May 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 28,444 | 492 | 0.14% | 0.15% | 239 | -10,440 | -26.85% | Q1 2026 | May 14, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 28,454 | 492 | 0.03% | 0.05% | 238 | -295 | -1.03% | Q1 2026 | May 15, 2026 |
| Canal Capital Management, LLC | History | Reduced | 28,177 | 488 | 0.07% | 0.12% | 240 | -36,315 | -56.31% | Q1 2026 | Apr 27, 2026 |
| IFS Group,LLC | History | New | 28,021 | 485 | 0.43% | — | 242 | +28,021 | New | Q1 2026 | May 18, 2026 |
| XTX Topco Ltd | History | Added to | 28,052 | 485 | 0.01% | 0.01% | 241 | +10,624 | 60.96% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 33,158 | 481 | 0.04% | 0.04% | 243 | -976 | -2.86% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 27,420 | 474 | 0.0% | 0.0% | 244 | +1,522 | 5.88% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 27,126 | 469 | 0.0% | 0.0% | 245 | +449 | 1.68% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 27,068 | 468 | 0.0% | 0.01% | 246 | -21,652 | -44.44% | Q1 2026 | May 14, 2026 |
| Wallace Advisory Group, LLC | History | New | 26,746 | 463 | 0.49% | — | 247 | +26,746 | New | Q1 2026 | Apr 21, 2026 |
| FOCUSED ALPHA, LLC | History | New | 26,536 | 459 | 0.14% | — | 248 | +26,536 | New | Q1 2026 | May 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 26,433 | 457 | 0.03% | 0.03% | 249 | -12,643 | -32.35% | Q1 2026 | Apr 09, 2026 |
| FWG Holdings, LLC | History | New | 25,224 | 442 | 0.17% | — | 250 | +25,224 | New | Q1 2026 | Apr 13, 2026 |
| Wallace Hart LLC | History | Added to | 25,347 | 439 | 0.6% | 0.13% | 251 | +12,084 | 91.11% | Q1 2026 | May 08, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 24,715 | 428 | 0.19% | 0.0% | 252 | +24,241 | 5114.14% | Q1 2026 | Apr 23, 2026 |
| HighPoint Advisor Group LLC | History | New | 24,414 | 422 | 0.02% | — | 253 | +24,414 | New | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | Added to | 24,261 | 420 | 0.07% | 0.05% | 254 | +3,860 | 18.92% | Q1 2026 | Apr 29, 2026 |
| SMART Wealth LLC | History | New | 24,093 | 417 | 0.12% | — | 255 | +24,093 | New | Q1 2026 | Apr 23, 2026 |
| BARCLAYS PLC | History | New | 23,000 | 398 | 0.0% | — | 257 | +23,000 | New | Q1 2026 | May 14, 2026 |
| FARMERS TRUST CO | History | Reduced | 22,991 | 398 | 0.06% | 0.05% | 256 | -963 | -4.02% | Q1 2026 | Apr 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 22,892 | 396 | 0.22% | 0.01% | 258 | +21,443 | 1479.85% | Q1 2026 | Apr 13, 2026 |
| Matrix Trust Co | History | New | 22,773 | 394 | 0.07% | — | 259 | +22,773 | New | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 22,518 | 390 | 0.01% | 0.01% | 260 | -2,358 | -9.48% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 21,881 | 378 | 0.0% | 0.0% | 261 | +2,127 | 10.77% | Q1 2026 | Apr 27, 2026 |
| Compound Planning, Inc. | History | Added to | 21,820 | 377 | 0.01% | 0.0% | 263 | +9,624 | 78.91% | Q1 2026 | May 14, 2026 |
| Prostatis Group LLC | History | Reduced | 21,815 | 377 | 0.1% | 0.07% | 262 | -1,015 | -4.45% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | New | 22,003 | 376 | 0.01% | — | 264 | +22,003 | New | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Reduced | 21,409 | 370 | 0.06% | 0.05% | 265 | -2,232 | -9.44% | Q1 2026 | Apr 28, 2026 |
| Trek Financial, LLC | History | New | 21,233 | 367 | 0.02% | — | 266 | +21,233 | New | Q1 2026 | May 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 20,907 | 362 | 0.02% | 0.02% | 267 | -1,569 | -6.98% | Q1 2026 | May 14, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 19,250 | 357 | 0.08% | 0.26% | 268 | -55,739 | -74.33% | Q1 2026 | May 08, 2026 |
| Vise Technologies, Inc. | History | No change | 26,676 | 353 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| North Forty Two & Co. | History | No change | 19,625 | 339 | 0.31% | 0.25% | 270 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 18,218 | 315 | 0.33% | 0.37% | 271 | +4,326 | 31.14% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 17,919 | 310 | 0.0% | 0.0% | 272 | +2,755 | 18.17% | Q1 2026 | May 13, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 17,896 | 309 | 0.08% | 0.07% | 273 | -962 | -5.1% | Q1 2026 | Apr 16, 2026 |
| MATAURO, LLC | History | Added to | 17,313 | 299 | 0.04% | 0.02% | 275 | +5,220 | 43.17% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 17,320 | 299 | 0.0% | 0.0% | 274 | -5,097 | -22.74% | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | History | No change | 16,810 | 290 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 16,652 | 288 | 0.02% | 0.02% | 277 | -2,287 | -12.08% | Q1 2026 | Apr 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 16,509 | 285 | 0.01% | 0.01% | 278 | +346 | 2.14% | Q1 2026 | May 14, 2026 |
| Downshift Financial, LLC | History | New | 15,685 | 282 | 0.15% | — | 280 | +15,685 | New | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,305 | 282 | 0.0% | 0.0% | 279 | +235 | 1.46% | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Reduced | 15,882 | 275 | 0.01% | 0.01% | 281 | -1,464 | -8.44% | Q1 2026 | Apr 27, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 15,579 | 269 | 0.06% | — | 283 | +15,579 | New | Q1 2026 | Apr 17, 2026 |
| Beacon Financial Advisory LLC | History | New | 15,540 | 269 | 0.06% | — | 282 | +15,540 | New | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 15,104 | 261 | 0.01% | 0.0% | 284 | +130 | 0.87% | Q1 2026 | Apr 29, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 14,974 | 259 | 0.02% | 0.02% | 286 | -517 | -3.34% | Q1 2026 | May 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 14,972 | 259 | 0.03% | 0.02% | 285 | -133 | -0.88% | Q1 2026 | May 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 14,515 | 251 | 0.0% | 0.0% | 287 | -1,537 | -9.58% | Q1 2026 | Apr 09, 2026 |
| Blueprint Investment Partners LLC | History | New | 14,481 | 250 | 0.03% | — | 289 | +14,481 | New | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | New | 14,481 | 250 | 0.04% | — | 290 | +14,481 | New | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 14,442 | 250 | 0.01% | 0.0% | 288 | -171 | -1.17% | Q1 2026 | May 15, 2026 |
| Estate Counselors, LLC | History | Reduced | 14,325 | 248 | 0.02% | 0.03% | 291 | -14,595 | -50.47% | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 14,226 | 246 | 0.14% | — | 292 | +14,226 | New | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 14,198 | 245 | 0.0% | 0.0% | 293 | -318 | -2.19% | Q1 2026 | May 05, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 14,115 | 244 | 0.04% | 0.03% | 294 | -1,000 | -6.62% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | New | 14,036 | 243 | 0.0% | — | 295 | +14,036 | New | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | New | 14,022 | 242 | 0.01% | — | 296 | +14,022 | New | Q1 2026 | May 12, 2026 |
| Inspire Advisors, LLC | History | New | 13,947 | 241 | 0.02% | — | 297 | +13,947 | New | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 17,992 | 238 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 13,463 | 233 | 0.24% | — | 300 | +13,463 | New | Q1 2026 | May 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 13,485 | 233 | 0.03% | 0.02% | 299 | -14 | -0.1% | Q1 2026 | May 14, 2026 |