INVESCO EXCHANGE-TRADED FUND TRUST - PDP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 44 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 688,024 | 80,089 | 0.0% | 0.0% | 1 | +6,276 | 0.92% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 507,687 | 59,096 | 0.02% | 0.02% | 2 | +16,581 | 3.38% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 432,067 | 50,294 | 0.01% | 0.01% | 3 | -18,124 | -4.03% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 386,843 | 45,030 | 0.06% | 0.06% | 4 | +406 | 0.11% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 350,205 | 40,765 | 0.01% | 0.01% | 5 | +20,250 | 6.14% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 340,691 | 39,657 | 0.0% | 0.0% | 6 | -99,551 | -22.61% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 312,134 | 36,334 | 0.01% | — | 7 | +312,134 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 257,673 | 29,996 | 0.03% | 0.02% | 8 | +39,436 | 18.07% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 215,035 | 25,031 | 0.37% | 0.38% | 9 | +3,108 | 1.47% | Q4 2025 | Feb 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 205,401 | 23,909 | 2.11% | 2.46% | 10 | -101,997 | -33.18% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 192,339 | 22,389 | 0.0% | 0.0% | 11 | +15,323 | 8.66% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 180,219 | 20,978 | 0.05% | 0.05% | 12 | -1,449 | -0.8% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 165,161 | 19,225 | 0.32% | 0.35% | 13 | -8,450 | -4.87% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 151,288 | 17,610 | 0.03% | 0.02% | 14 | +48,895 | 47.75% | Q4 2025 | Mar 16, 2026 |
| Savant Capital, LLC | History | Reduced | 135,575 | 15,781 | 0.09% | 0.1% | 15 | -2,465 | -1.79% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 113,426 | 13,203 | 0.0% | 0.0% | 16 | +1,528 | 1.37% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 107,152 | 13,112 | 0.02% | 0.02% | 17 | -4,248 | -3.81% | Q4 2025 | Jan 08, 2026 |
| Strid Group, LLC | History | Reduced | 108,936 | 12,680 | 1.58% | 1.64% | 18 | -549 | -0.5% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 86,693 | 10,091 | 0.0% | 0.0% | 19 | -17,533 | -16.82% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 83,200 | 9,684 | 0.04% | 0.05% | 20 | -838 | -1.0% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 68,023 | 7,918 | 0.02% | 0.03% | 21 | -12,058 | -15.06% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 66,147 | 7,699 | 0.0% | 0.0% | 22 | -6,167 | -8.53% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 63,521 | 7,394 | 0.01% | 0.01% | 23 | -1,269 | -1.96% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 53,989 | 6,284 | 0.02% | 0.01% | 24 | +9,989 | 22.7% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 51,480 | 5,992 | 0.43% | 0.53% | 25 | -9,009 | -14.89% | Q4 2025 | Feb 11, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 43,067 | 5,013 | 0.53% | 0.56% | 26 | -2,126 | -4.7% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Added to | 41,800 | 4,865 | 0.03% | 0.01% | 27 | +26,869 | 179.95% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 40,000 | 4,656 | 0.0% | 0.0% | 28 | +20,000 | 100.0% | Q4 2025 | Feb 10, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 34,064 | 3,965 | 0.2% | 0.21% | 29 | -1,144 | -3.25% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 30,340 | 3,531 | 0.04% | 0.07% | 30 | -11,249 | -27.05% | Q4 2025 | Jan 23, 2026 |
| MTM Investment Management, LLC | History | Reduced | 29,423 | 3,424 | 1.09% | 1.12% | 31 | -319 | -1.07% | Q4 2025 | Feb 09, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 29,153 | 3,393 | 1.42% | 1.46% | 32 | -70 | -0.24% | Q4 2025 | Jan 06, 2026 |
| Cetera Investment Advisers | History | Added to | 28,427 | 3,309 | 0.0% | 0.0% | 33 | +381 | 1.36% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 27,245 | 3,171 | 0.15% | 0.16% | 34 | -1,637 | -5.67% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 23,915 | 2,783 | 0.01% | 0.01% | 35 | -650 | -2.65% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 23,190 | 2,699 | 0.01% | — | 36 | +23,190 | New | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,174 | 2,697 | 0.0% | 0.0% | 37 | -2,360 | -9.24% | Q4 2025 | Feb 02, 2026 |
| PFG Investments, LLC | History | Added to | 21,830 | 2,541 | 0.12% | 0.13% | 38 | +523 | 2.45% | Q4 2025 | Jan 26, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 21,790 | 2,536 | 0.63% | 0.68% | 39 | -325 | -1.47% | Q4 2025 | Feb 13, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 21,081 | 2,453 | 0.37% | 0.44% | 40 | -89 | -0.42% | Q4 2025 | Feb 03, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 21,048 | 2,450 | 0.02% | 0.02% | 41 | -1,216 | -5.46% | Q4 2025 | Jan 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 20,201 | 2,351 | 0.35% | 0.38% | 42 | -1,170 | -5.47% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 20,139 | 2,344 | 0.17% | 0.19% | 43 | -91 | -0.45% | Q4 2025 | Jan 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,533 | 2,273 | 0.0% | 0.0% | 44 | -584 | -2.9% | Q4 2025 | Feb 18, 2026 |
| MGB Wealth Management, LLC | History | Reduced | 18,971 | 2,209 | 0.63% | 0.63% | 45 | -29 | -0.15% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 18,189 | 2,117 | 0.02% | 0.02% | 46 | -742 | -3.92% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 17,405 | 2,026 | 0.04% | 0.05% | 47 | -75 | -0.43% | Q4 2025 | Feb 06, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 16,767 | 1,951 | 0.34% | 0.37% | 48 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 16,246 | 1,891 | 0.01% | 0.01% | 49 | -473 | -2.83% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 15,972 | 1,859 | 0.0% | 0.0% | 50 | +6,581 | 70.08% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,608 | 1,816 | 0.05% | 0.05% | 51 | +180 | 1.17% | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, Corp | History | New | 14,467 | 1,684 | 1.66% | — | 52 | +14,467 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 14,111 | 1,642 | 0.01% | 0.0% | 53 | +11,928 | 546.4% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 13,814 | 1,607 | 0.03% | 0.04% | 54 | -536 | -3.74% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | No change | 11,894 | 1,384 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 11,865 | 1,381 | 0.54% | — | 56 | +11,865 | New | Q4 2025 | Feb 06, 2026 |
| Bridgewater Advisors Inc. | History | No change | 10,712 | 1,337 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 11,252 | 1,310 | 0.01% | 0.01% | 58 | +69 | 0.62% | Q4 2025 | Feb 02, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 11,095 | 1,291 | 0.33% | 0.35% | 59 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 9,902 | 1,152 | 0.09% | 0.09% | 60 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 9,845 | 1,146 | 0.84% | 0.88% | 61 | -5 | -0.05% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,947 | 1,041 | 0.0% | 0.01% | 62 | -1,615 | -15.29% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 8,845 | 1,029 | 0.01% | 0.01% | 63 | +388 | 4.59% | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | Reduced | 8,543 | 994 | 0.08% | 0.08% | 64 | -146 | -1.68% | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | No change | 8,408 | 978 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | No change | 8,320 | 968 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 8,243 | 959 | 0.01% | 0.01% | 67 | -548 | -6.23% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 7,973 | 928 | 0.0% | 0.0% | 68 | +40 | 0.5% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 7,962 | 925 | 0.0% | 0.0% | 69 | -8 | -0.1% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 7,925 | 922 | 0.03% | 0.05% | 70 | -220 | -2.7% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 7,771 | 904 | 0.0% | 0.0% | 71 | -46 | -0.59% | Q4 2025 | Feb 13, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 7,494 | 872 | 0.39% | 0.39% | 72 | +7 | 0.09% | Q4 2025 | Jan 26, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,404 | 861 | 0.03% | 0.03% | 73 | -11 | -0.15% | Q4 2025 | Jan 12, 2026 |
| FMR LLC | History | Reduced | 7,394 | 860 | 0.0% | 0.0% | 74 | -514 | -6.5% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,623 | 770 | 0.01% | 0.01% | 75 | +494 | 8.06% | Q4 2025 | Jan 26, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 6,574 | 765 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 6,189 | 720 | 0.26% | 0.28% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 5,909 | 688 | 0.0% | 0.0% | 78 | +2,596 | 78.36% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 5,532 | 643 | 0.02% | 0.02% | 79 | -445 | -7.45% | Q4 2025 | Jan 28, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 5,346 | 622 | 0.01% | 0.01% | 80 | +160 | 3.09% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,320 | 619 | 0.0% | 0.0% | 81 | -751 | -12.37% | Q4 2025 | Jan 29, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 5,275 | 614 | 0.14% | 0.15% | 82 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 5,263 | 612 | 0.36% | 0.38% | 83 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 5,165 | 601 | 0.22% | 0.22% | 84 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,830 | 562 | 0.01% | 0.01% | 85 | +80 | 1.68% | Q4 2025 | Jan 20, 2026 |
| CPC Advisors, LLC | History | No change | 4,815 | 560 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 4,798 | 558 | 0.03% | 0.03% | 87 | -129 | -2.62% | Q4 2025 | Jan 07, 2026 |
| Redwood Family Wealth LLC | History | New | 4,683 | 545 | 0.54% | — | 88 | +4,683 | New | Q4 2025 | Mar 06, 2026 |
| Realta Investment Advisors | History | Reduced | 4,583 | 533 | 0.17% | 0.18% | 89 | -48 | -1.04% | Q4 2025 | Jan 20, 2026 |
| Quantinno Capital Management LP | History | New | 4,524 | 526 | 0.0% | — | 90 | +4,524 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,421 | 514 | 0.05% | 0.05% | 91 | -47 | -1.05% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,403 | 512 | 0.01% | 0.01% | 92 | -129 | -2.85% | Q4 2025 | Feb 06, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,395 | 511 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,321 | 502 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 4,051 | 471 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,845 | 447 | 0.0% | 0.0% | 96 | +594 | 18.27% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | New | 3,830 | 445 | 0.01% | — | 97 | +3,830 | New | Q4 2025 | Feb 05, 2026 |
| Eagle Bay Advisors LLC | History | No change | 3,519 | 409 | 0.3% | 0.33% | 98 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 3,454 | 406 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Trinity Wealth Management, LLC | History | No change | 3,444 | 400 | 0.15% | 0.15% | 100 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Spire Wealth Management | History | Added to | 3,404 | 396 | 0.01% | 0.01% | 101 | +1,085 | 46.79% | Q4 2025 | Jan 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 3,349 | 389 | 0.01% | 0.01% | 102 | -100 | -2.9% | Q4 2025 | Feb 13, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 3,130 | 385 | 0.08% | 0.08% | 103 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 3,235 | 376 | 0.21% | 0.23% | 104 | -181 | -5.3% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,196 | 372 | 0.0% | 0.0% | 105 | -24 | -0.75% | Q4 2025 | Feb 06, 2026 |
| Global Assets Advisory, LLC | History | No change | 3,200 | 372 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | New | 3,146 | 366 | 0.01% | — | 107 | +3,146 | New | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | No change | 3,129 | 364 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,125 | 363 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,057 | 355 | 0.0% | — | 110 | +3,057 | New | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 3,028 | 352 | 0.04% | 0.05% | 111 | -870 | -22.32% | Q4 2025 | Mar 03, 2026 |
| NWAM LLC | History | Reduced | 2,857 | 348 | 0.02% | 0.02% | 112 | -320 | -10.07% | Q4 2025 | Feb 04, 2026 |
| Selective Wealth Management, Inc. | History | No change | 2,798 | 348 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Morling Financial Advisors, LLC | History | No change | 2,933 | 341 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,831 | 329 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 2,820 | 328 | 0.0% | 0.0% | 116 | +146 | 5.46% | Q4 2025 | Jan 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 2,807 | 326 | 0.0% | 0.01% | 117 | -119 | -4.07% | Q4 2025 | Feb 09, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 2,765 | 321 | 0.03% | 0.04% | 118 | -595 | -17.71% | Q4 2025 | Feb 18, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 2,642 | 307 | 0.15% | 0.16% | 119 | -250 | -8.64% | Q4 2025 | Feb 05, 2026 |
| Apollon Financial, LLC | History | No change | 2,632 | 306 | 0.04% | 0.05% | 120 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 2,590 | 301 | 0.05% | 0.06% | 121 | -50 | -1.89% | Q4 2025 | Feb 11, 2026 |
| First City Capital Management, Inc. | History | No change | 2,585 | 300 | 0.16% | 0.16% | 122 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,560 | 297 | 0.0% | 0.0% | 123 | -77 | -2.92% | Q4 2025 | Feb 11, 2026 |
| Claris Financial LLC | History | New | 2,506 | 291 | 0.15% | — | 124 | +2,506 | New | Q4 2025 | Feb 19, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,485 | 289 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELCH & FORBES LLC | History | No change | 2,419 | 281 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Added to | 2,404 | 279 | 0.0% | 0.01% | 127 | +16 | 0.67% | Q4 2025 | Mar 12, 2026 |
| Keystone Financial Group | History | Added to | 2,367 | 275 | 0.02% | 0.02% | 128 | +366 | 18.29% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 2,263 | 263 | 0.0% | 0.0% | 129 | +95 | 4.38% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,206 | 256 | 0.0% | 0.0% | 130 | -92 | -4.0% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,190 | 254 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 2,115 | 246 | 0.21% | 0.22% | 132 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Heritage Trust Co | History | No change | 2,095 | 243 | 0.02% | 0.03% | 133 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Delta Investment Management, LLC | History | Reduced | 2,069 | 240 | 0.04% | 0.04% | 134 | -1 | -0.05% | Q4 2025 | Jan 30, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 2,057 | 239 | 0.03% | 0.04% | 135 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Apollon Wealth Management, LLC | History | New | 2,016 | 234 | 0.0% | — | 136 | +2,016 | New | Q4 2025 | Jan 22, 2026 |
| CWC Advisors, LLC. | History | No change | 2,006 | 233 | 0.11% | 0.12% | 137 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 2,000 | 232 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mirador Capital Partners LP | History | No change | 2,000 | 232 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MGO ONE SEVEN LLC | History | New | 1,969 | 229 | 0.0% | — | 140 | +1,969 | New | Q4 2025 | Feb 03, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 1,955 | 227 | 0.17% | — | 141 | +1,955 | New | Q4 2025 | Feb 11, 2026 |
| Visionary Wealth Advisors | History | No change | 1,950 | 226 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 1,912 | 222 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | New | 1,871 | 217 | 0.01% | — | 144 | +1,871 | New | Q4 2025 | Feb 13, 2026 |
| BankPlus Trust Department | History | No change | 1,832 | 213 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,790 | 208 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,745 | 203 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| ASSETMARK, INC | History | Reduced | 1,716 | 199 | 0.0% | 0.0% | 148 | -6 | -0.35% | Q4 2025 | Jan 23, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 1,186 | 138 | 0.03% | 0.03% | 149 | -1 | -0.08% | Q4 2025 | Jan 30, 2026 |
| MCF Advisors LLC | History | No change | 1,140 | 132 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 1,022 | 118 | 0.0% | — | 151 | +1,022 | New | Q4 2025 | Feb 05, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 913 | 106 | 0.01% | 0.01% | 152 | -30 | -3.18% | Q4 2025 | Jan 22, 2026 |
| Anchor Investment Management, LLC | History | No change | 855 | 99 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 843 | 98 | 0.0% | 0.0% | 154 | -84 | -9.06% | Q4 2025 | Feb 02, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 814 | 94 | 0.02% | 0.03% | 155 | -564 | -40.93% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 800 | 93 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WealthShield Partners, LLC | History | No change | 700 | 81 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 594 | 69 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 585 | 68 | 0.02% | 0.02% | 159 | +110 | 23.16% | Q4 2025 | Feb 10, 2026 |
| Costello Asset Management, INC | History | No change | 572 | 66 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 528 | 63 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 490 | 57 | 0.0% | — | 162 | +490 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 409 | 47 | 0.0% | 0.0% | 164 | -57 | -12.23% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 410 | 47 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Counsel, Inc | History | New | 392 | 45 | 0.01% | — | 165 | +392 | New | Q4 2025 | Jan 23, 2026 |
| Networth Advisors, LLC | History | New | 363 | 42 | 0.03% | — | 166 | +363 | New | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 356 | 41 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 341 | 39 | 0.02% | 0.01% | 168 | +167 | 95.98% | Q4 2025 | Feb 09, 2026 |
| Kingdom Financial Group LLC. | History | New | 328 | 38 | 0.01% | — | 169 | +328 | New | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | No change | 332 | 38 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 306 | 35 | 0.02% | — | 171 | +306 | New | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 300 | 34 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | No change | 300 | 34 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Operose Advisors LLC | History | New | 275 | 32 | 0.01% | — | 174 | +275 | New | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 266 | 30 | 0.0% | — | 175 | +266 | New | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 257 | 29 | 0.0% | — | 177 | +257 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 252 | 29 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Red Tortoise LLC | History | No change | 245 | 28 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 207 | 24 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| LRI Investments, LLC | History | No change | 200 | 23 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 164 | 19 | 0.02% | 0.02% | 181 | -20 | -10.87% | Q4 2025 | Jan 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 130 | 15 | 0.0% | — | 182 | +130 | New | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | No change | 114 | 13 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 96 | 11 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 101 | 11 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 95 | 11 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 60 | 6 | 0.0% | — | 188 | +60 | New | Q4 2025 | Feb 19, 2026 |
| Larson Financial Group LLC | History | No change | 57 | 6 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 45 | 5 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 31 | 3 | 0.0% | — | 190 | +31 | New | Q4 2025 | Feb 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 25 | 2 | 0.0% | 0.0% | 192 | -25 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Register Financial Advisors LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 9 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,670 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,183 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -9,523 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -5,387 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,897 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rede Wealth, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -3,519 | -100.0% | Q3 2025 | Oct 29, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,310 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,924 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,739 | -100.0% | Q3 2025 | Nov 19, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,597 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Wealth Alliance, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,245 | -100.0% | Q3 2025 | Nov 03, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,136 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,125 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -1,888 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,842 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,701 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,426 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -671 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -295 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -251 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Legacy Wealth Managment, LLC/ID | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |