INVESCO EXCHANGE-TRADED FUND TRUST - PFM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 1,762,508 | 96,726 | 0.02% | 0.02% | 1 | -48,437 | -2.67% | Q3 2026 | Nov 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 910,245 | 50,477 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 625,664 | 34,695 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 466,295 | 25,858 | 0.31% | 0.31% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 271,219 | 15,040 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 231,529 | 12,789 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 225,099 | 12,482 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 193,562 | 10,734 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 180,081 | 9,882 | 0.09% | 0.11% | 9 | -36,735 | -16.94% | Q3 2026 | Nov 06, 2026 |
| Wealthspire Retirement, LLC | History | No change | 113,785 | 6,309 | 0.35% | 0.35% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 113,692 | 6,239 | 0.19% | 0.19% | 11 | +92 | 0.08% | Q3 2026 | Oct 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 99,575 | 5,521 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 85,974 | 4,767 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 85,292 | 4,729 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 83,918 | 4,605 | 0.05% | 0.06% | 15 | -11,671 | -12.21% | Q3 2026 | Oct 23, 2026 |
| CHOREO, LLC | History | Reduced | 79,314 | 4,352 | 0.04% | 0.05% | 16 | -2,544 | -3.11% | Q3 2026 | Oct 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 77,461 | 4,295 | 0.09% | 0.09% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 75,525 | 4,188 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 75,326 | 4,177 | 2.02% | 2.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 76,178 | 4,175 | 0.01% | 0.01% | 20 | -863 | -1.12% | Q3 2026 | Oct 16, 2026 |
| Equitable Holdings, Inc. | History | No change | 75,264 | 4,173 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 63,337 | 3,512 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 60,059 | 3,296 | 0.0% | 0.01% | 23 | -15,613 | -20.63% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 56,783 | 3,148 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 55,855 | 3,065 | 0.01% | 0.01% | 25 | +432 | 0.78% | Q3 2026 | Nov 02, 2026 |
| Private Advisor Group, LLC | History | No change | 50,542 | 2,802 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 50,537 | 2,800 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 49,892 | 2,738 | 0.11% | 0.11% | 28 | -969 | -1.91% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 46,970 | 2,604 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 46,466 | 2,550 | 1.68% | 1.93% | 30 | -2,811 | -5.7% | Q3 2026 | Oct 21, 2026 |
| Waverly Advisors, LLC | History | No change | 45,523 | 2,524 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 40,040 | 2,197 | 0.48% | 0.5% | 32 | -1,122 | -2.73% | Q3 2026 | Oct 23, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 38,930 | 2,136 | 0.19% | 0.19% | 33 | +1 | 0.0% | Q3 2026 | Nov 06, 2026 |
| MAI Capital Management | History | No change | 38,392 | 2,129 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 33,045 | 1,832 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 32,217 | 1,768 | 0.03% | 0.03% | 36 | -72 | -0.22% | Q3 2026 | Nov 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 26,909 | 1,476 | 0.0% | 0.0% | 37 | +3,731 | 16.1% | Q3 2026 | Nov 09, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 23,508 | 1,303 | 0.12% | 0.12% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 23,609 | 1,295 | 0.02% | 0.02% | 39 | -10 | -0.04% | Q3 2026 | Oct 13, 2026 |
| FMR LLC | History | No change | 22,982 | 1,274 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 21,530 | 1,181 | 0.0% | 0.0% | 41 | +6,300 | 41.37% | Q3 2026 | Nov 05, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 20,712 | 1,136 | 0.54% | 0.4% | 42 | +5,446 | 35.67% | Q3 2026 | Nov 09, 2026 |
| Composition Wealth, LLC | History | No change | 18,690 | 1,036 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 18,358 | 1,025 | 0.07% | 0.07% | 44 | +9 | 0.05% | Q3 2026 | Oct 19, 2026 |
| Lido Advisors, LLC | History | Added to | 17,244 | 946 | 0.0% | 0.0% | 45 | +2 | 0.01% | Q3 2026 | Nov 04, 2026 |
| Truvestments Capital LLC | History | No change | 16,446 | 912 | 0.14% | 0.14% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 16,000 | 878 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 15,879 | 877 | 4.9% | 3.77% | 48 | -31,201 | -66.27% | Q3 2026 | Nov 02, 2026 |
| EASTERN BANK | History | Added to | 15,885 | 871 | 0.01% | 0.01% | 49 | +3,316 | 26.38% | Q3 2026 | Oct 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 15,772 | 865 | 0.0% | 0.01% | 50 | -397 | -2.46% | Q3 2026 | Nov 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 15,631 | 857 | 0.03% | 0.03% | 51 | -536 | -3.32% | Q3 2026 | Oct 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,155 | 840 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,250 | 836 | 0.0% | 0.0% | 53 | +4,030 | 35.92% | Q3 2026 | Nov 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 14,988 | 822 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 14,832 | 822 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,709 | 815 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 14,170 | 777 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 13,561 | 744 | 0.18% | 0.19% | 58 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BROWN ADVISORY INC | History | No change | 12,149 | 673 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,042 | 667 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GreatBanc Trust CO | History | No change | 12,150 | 666 | 0.4% | 0.42% | 61 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Advisory Services Network, LLC | History | No change | 12,014 | 666 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,684 | 647 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | New | 11,616 | 637 | 0.02% | — | 64 | +11,616 | New | Q3 2026 | Oct 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,292 | 626 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 10,699 | 602 | 0.05% | 0.03% | 66 | +4,786 | 80.94% | Q3 2026 | Oct 20, 2026 |
| Creative Planning | History | Added to | 10,505 | 576 | 0.0% | 0.0% | 67 | +210 | 2.04% | Q3 2026 | Nov 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,305 | 571 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 10,000 | 548 | 0.01% | 0.01% | 69 | -550 | -5.21% | Q3 2026 | Nov 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 9,850 | 543 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,646 | 534 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,243 | 512 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,040 | 501 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBH ADVISORY INC | History | No change | 9,007 | 494 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Prospera Financial Services Inc | History | New | 7,909 | 461 | 0.01% | — | 75 | +7,909 | New | Q3 2026 | Nov 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 8,270 | 459 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,372 | 408 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 7,142 | 391 | 0.02% | 0.03% | 78 | +23 | 0.32% | Q3 2026 | Oct 29, 2026 |
| PMG Wealth Management, Inc. | History | No change | 6,485 | 359 | 0.22% | 0.22% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GTS SECURITIES LLC | History | No change | 6,445 | 357 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 6,500 | 356 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 6,400 | 354 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 6,445 | 353 | 0.03% | 0.03% | 83 | +17 | 0.26% | Q3 2026 | Nov 06, 2026 |
| Savant Capital, LLC | History | New | 6,368 | 349 | 0.0% | — | 84 | +6,368 | New | Q3 2026 | Nov 05, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,782 | 339 | 0.02% | 0.03% | 85 | -221 | -3.68% | Q3 2026 | Oct 30, 2026 |
| Caldwell Trust Co | History | No change | 6,148 | 337 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rodgers & Associates, LTD | History | No change | 5,894 | 323 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 5,811 | 322 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,811 | 322 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,866 | 321 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,649 | 313 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,553 | 307 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CPC Advisors, LLC | History | Reduced | 5,545 | 304 | 0.04% | 0.37% | 93 | -44,268 | -88.87% | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,120 | 286 | 0.0% | 0.0% | 94 | +966 | 23.25% | Q3 2026 | Oct 13, 2026 |
| Financial Guidance Group, Inc. | History | No change | 5,120 | 280 | 0.1% | 0.11% | 95 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 5,000 | 274 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| New Insight Wealth Advisors | History | No change | 4,942 | 274 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Revisor Wealth Management LLC | History | No change | 4,664 | 265 | 0.07% | 0.06% | 98 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IHT Wealth Management, LLC | History | No change | 4,681 | 259 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,676 | 256 | 0.01% | 0.01% | 100 | +735 | 18.65% | Q3 2026 | Nov 09, 2026 |
| Retireful, LLC | History | New | 4,661 | 255 | 0.22% | — | 101 | +4,661 | New | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,537 | 251 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Briaud Financial Planning Inc | History | No change | 4,574 | 251 | 0.06% | 0.07% | 103 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Financial Council, LLC | History | New | 4,414 | 242 | 0.08% | — | 104 | +4,414 | New | Q3 2026 | Nov 02, 2026 |
| Modera Wealth Management, LLC | History | No change | 4,355 | 239 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Goodwin Investment Advisory | History | No change | 4,255 | 235 | 0.47% | 0.47% | 106 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HB Wealth Management, LLC | History | No change | 4,235 | 232 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Haverford Trust Co | History | No change | 4,170 | 231 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 4,144 | 229 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,978 | 220 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,786 | 207 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 3,205 | 177 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,871 | 157 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,715 | 150 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,641 | 146 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,591 | 143 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,343 | 129 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,258 | 125 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,950 | 107 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,937 | 106 | 0.0% | 0.0% | 120 | +7 | 0.36% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,650 | 90 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,571 | 87 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,425 | 78 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,430 | 78 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| American Capital Advisory, LLC | History | No change | 1,358 | 74 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| TSFG, LLC | History | Added to | 1,234 | 68 | 0.02% | 0.01% | 126 | +4 | 0.33% | Q3 2026 | Oct 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,175 | 65 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,111 | 60 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CITY HOLDING CO | History | No change | 1,044 | 57 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Next Level Wealth Planning, LLC | History | New | 680 | 37 | 0.02% | — | 131 | +680 | New | Q3 2026 | Oct 29, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 690 | 37 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Spire Wealth Management | History | Reduced | 641 | 35 | 0.0% | 0.0% | 132 | -47 | -6.83% | Q3 2026 | Oct 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 591 | 32 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WEBSTER BANK, N. A. | History | No change | 570 | 31 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tidemark, LLC | History | Added to | 553 | 30 | 0.01% | 0.01% | 136 | +12 | 2.22% | Q3 2026 | Nov 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 547 | 30 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| LGT Financial Advisors LLC | History | No change | 500 | 27 | 0.14% | 0.14% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 404 | 22 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 299 | 16 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 270 | 14 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 225 | 12 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 200 | 10 | 0.0% | 0.0% | 143 | +2 | 1.01% | Q3 2026 | Nov 03, 2026 |
| Capital Investment Counsel, Inc | History | No change | 200 | 10 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 173 | 9 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 112 | 6 | 0.0% | 0.0% | 145 | -38 | -25.33% | Q3 2026 | Oct 30, 2026 |
| BFSG, LLC | History | Reduced | 78 | 4 | 0.0% | 0.0% | 146 | -70 | -47.3% | Q3 2026 | Oct 30, 2026 |
| Blue Trust, Inc. | History | No change | 38 | 2 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| AE Wealth Management LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,425 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,020 | -100.0% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -777 | -100.0% | Q3 2026 | Nov 09, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 17 | 0 | — | — | — | -1 | -5.56% | Q3 2026 | Oct 21, 2026 |