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 | Added to | 1,843,400 | 94,182 | 0.03% | 0.03% | 1 | +33,108 | 1.83% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 919,679 | 46,988 | 0.01% | 0.01% | 2 | +53,105 | 6.13% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 674,607 | 34,466 | 0.0% | 0.0% | 3 | -69,941 | -9.39% | Q1 2026 | May 15, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 500,017 | 25,546 | 3.17% | 3.23% | 4 | -1,507 | -0.3% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 268,123 | 13,698 | 0.0% | 0.0% | 5 | -9,656 | -3.48% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 228,840 | 11,691 | 0.11% | 0.27% | 6 | -186,112 | -44.85% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 217,122 | 11,093 | 0.0% | 0.0% | 7 | +10,764 | 5.22% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 208,529 | 10,454 | 0.01% | 0.01% | 8 | +29,360 | 16.39% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 113,619 | 5,805 | 0.35% | 0.36% | 9 | -1,207 | -1.05% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 113,274 | 5,787 | 0.21% | 0.2% | 10 | -201 | -0.18% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 100,252 | 5,122 | 0.01% | 0.01% | 11 | -473 | -0.47% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 95,870 | 4,898 | 0.07% | 0.07% | 12 | +196 | 0.2% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Reduced | 93,718 | 4,788 | 0.06% | 0.06% | 13 | -1,356 | -1.43% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 91,348 | 4,667 | 0.0% | 0.01% | 14 | -2,188 | -2.34% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 86,707 | 4,430 | 0.01% | 0.01% | 15 | -267 | -0.31% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 83,354 | 4,266 | 0.01% | 0.03% | 16 | -16,305 | -16.36% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 80,732 | 4,158 | 0.03% | 0.02% | 17 | +12,025 | 17.5% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 81,044 | 4,140 | 0.0% | 0.0% | 18 | +5,634 | 7.47% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 78,312 | 4,001 | 0.01% | 0.01% | 19 | -4,250 | -5.15% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 77,778 | 3,973 | 0.09% | 0.09% | 20 | +3,293 | 4.42% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 73,958 | 3,778 | 0.0% | 0.0% | 21 | +3,114 | 4.4% | Q1 2026 | May 15, 2026 |
| Everstar Asset Management, LLC | History | Added to | 70,354 | 3,597 | 1.91% | 1.74% | 22 | +7,424 | 11.8% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 70,003 | 3,576 | 0.0% | 0.0% | 23 | +1,047 | 1.52% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 67,700 | 3,458 | 0.0% | — | 24 | +67,700 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 58,397 | 2,983 | 0.0% | 0.0% | 25 | +1,569 | 2.76% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 56,415 | 2,882 | 0.0% | 0.0% | 26 | -372 | -0.66% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 55,103 | 2,815 | 0.01% | 0.01% | 27 | -782 | -1.4% | Q1 2026 | Apr 30, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 53,914 | 2,754 | 0.08% | 0.02% | 28 | +44,888 | 497.32% | Q1 2026 | May 05, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 49,575 | 2,532 | 2.22% | 2.18% | 29 | +74 | 0.15% | Q1 2026 | Apr 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 48,953 | 2,501 | 0.12% | 0.12% | 30 | +2,719 | 5.88% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 46,732 | 2,387 | 0.02% | 0.02% | 31 | +192 | 0.41% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 47,045 | 2,357 | 0.0% | 0.0% | 32 | +13,645 | 40.85% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 45,598 | 2,329 | 0.01% | 0.01% | 33 | +246 | 0.54% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 45,299 | 2,314 | 0.01% | 0.01% | 34 | -810 | -1.76% | Q1 2026 | Apr 24, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 42,887 | 2,191 | 0.52% | 0.54% | 35 | -2,268 | -5.02% | Q1 2026 | Apr 23, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 38,927 | 1,988 | 0.21% | 0.22% | 36 | -1,038 | -2.6% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 37,357 | 1,908 | 0.01% | 0.01% | 37 | -318 | -0.84% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 32,279 | 1,649 | 0.06% | 0.04% | 38 | -676 | -2.05% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 25,207 | 1,287 | 0.0% | 0.0% | 39 | -5,690 | -18.42% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 23,972 | 1,224 | 0.0% | 0.0% | 40 | +1,313 | 5.79% | Q1 2026 | May 13, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 23,494 | 1,200 | 0.12% | 0.12% | 41 | +14 | 0.06% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 22,702 | 1,159 | 0.03% | 0.03% | 42 | +279 | 1.24% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 22,456 | 1,147 | 0.02% | 0.02% | 43 | -278 | -1.22% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Added to | 21,794 | 1,113 | 0.0% | 0.0% | 44 | +2,215 | 11.31% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 18,594 | 1,000 | 0.07% | 0.07% | 45 | -840 | -4.32% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 19,375 | 989 | 0.0% | 0.0% | 46 | -8,380 | -30.19% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 17,905 | 914 | 0.0% | — | 47 | +17,905 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 17,241 | 880 | 0.0% | 0.0% | 48 | +2 | 0.01% | Q1 2026 | May 13, 2026 |
| Truvestments Capital LLC | History | Added to | 17,050 | 871 | 0.16% | 0.16% | 49 | +412 | 2.48% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 16,200 | 827 | 0.01% | 0.01% | 50 | -2,429 | -13.04% | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | No change | 16,000 | 817 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 15,266 | 779 | 0.03% | 0.04% | 52 | -1,056 | -6.47% | Q1 2026 | Apr 28, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 15,205 | 776 | 0.39% | 0.4% | 53 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 14,832 | 757 | 0.0% | 0.0% | 54 | -164 | -1.09% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 14,170 | 723 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 13,561 | 692 | 0.19% | 0.2% | 56 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 12,915 | 659 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,321 | 629 | 0.01% | 0.01% | 58 | -9 | -0.07% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 12,149 | 620 | 0.0% | 0.0% | 59 | -1,734 | -12.49% | Q1 2026 | May 15, 2026 |
| GreatBanc Trust CO | History | No change | 12,150 | 620 | 0.43% | 0.44% | 60 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,012 | 613 | 0.0% | 0.0% | 61 | +893 | 8.03% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 11,734 | 599 | 0.0% | 0.0% | 62 | +71 | 0.61% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 10,755 | 549 | 0.0% | 0.0% | 63 | +465 | 4.52% | Q1 2026 | May 12, 2026 |
| Florida Trust Wealth Management Co | History | No change | 10,550 | 539 | 0.02% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,305 | 526 | 0.0% | 0.0% | 65 | -112 | -1.08% | Q1 2026 | May 14, 2026 |
| Hilton Capital Management, LLC | History | New | 10,014 | 511 | 0.04% | — | 66 | +10,014 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,782 | 499 | 0.0% | 0.0% | 67 | +988 | 11.23% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,652 | 493 | 0.01% | 0.01% | 68 | -287 | -2.89% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,578 | 489 | 0.0% | 0.0% | 69 | +3,867 | 67.71% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 9,146 | 468 | 0.04% | 0.04% | 70 | -832 | -8.34% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,040 | 461 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 8,705 | 444 | 0.0% | 0.0% | 72 | +4,375 | 101.04% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | New | 8,478 | 433 | 0.04% | — | 73 | +8,478 | New | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,372 | 427 | 0.0% | 0.0% | 74 | -466 | -5.27% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,608 | 389 | 0.0% | 0.0% | 75 | -419 | -5.22% | Q1 2026 | Apr 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 7,094 | 362 | 0.04% | — | 76 | +7,094 | New | Q1 2026 | Apr 23, 2026 |
| PMG Wealth Management, Inc. | History | No change | 6,485 | 331 | 0.24% | 0.24% | 77 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 6,389 | 326 | 0.0% | 0.0% | 79 | -1,798 | -21.96% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 6,400 | 326 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 6,148 | 314 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 5,711 | 308 | 0.02% | 0.02% | 81 | +222 | 4.04% | Q1 2026 | May 01, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 6,000 | 306 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | No change | 5,894 | 301 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,866 | 299 | 0.03% | 0.03% | 84 | -153 | -2.54% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 5,803 | 296 | 0.0% | 0.0% | 85 | +9 | 0.16% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | New | 5,649 | 288 | 0.0% | — | 86 | +5,649 | New | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 5,600 | 286 | 0.0% | 0.0% | 87 | +4,000 | 250.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,553 | 283 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| EASTERN BANK | History | Added to | 5,502 | 281 | 0.0% | 0.0% | 89 | +5,066 | 1161.93% | Q1 2026 | Apr 07, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,170 | 264 | 0.01% | 0.01% | 90 | -639 | -11.0% | Q1 2026 | May 15, 2026 |
| Financial Guidance Group, Inc. | History | No change | 5,120 | 261 | 0.1% | 0.11% | 91 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 5,000 | 255 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Revisor Wealth Management LLC | History | No change | 4,664 | 238 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Briaud Financial Planning Inc | History | No change | 4,574 | 233 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,534 | 231 | 0.0% | — | 95 | +4,534 | New | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,355 | 222 | 0.0% | 0.0% | 96 | -140 | -3.11% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,300 | 220 | 0.0% | 0.0% | 97 | -5,672 | -56.88% | Q1 2026 | Apr 08, 2026 |
| Haverford Trust Co | History | No change | 4,170 | 213 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 3,978 | 203 | 0.0% | 0.0% | 99 | -193,474 | -97.99% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,786 | 193 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Added to | 3,192 | 163 | 0.0% | 0.0% | 101 | +4 | 0.13% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,871 | 146 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,591 | 132 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 2,520 | 128 | 0.01% | — | 104 | +2,520 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,425 | 124 | 0.01% | 0.01% | 105 | +755 | 45.21% | Q1 2026 | May 01, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,258 | 115 | 0.07% | 0.08% | 106 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,950 | 99 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,924 | 98 | 0.0% | 0.0% | 108 | +8 | 0.42% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,650 | 84 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,571 | 80 | 0.01% | 0.02% | 110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 1,509 | 77 | 0.0% | — | 111 | +1,509 | New | Q1 2026 | May 19, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,430 | 73 | 0.0% | — | 112 | +1,430 | New | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,425 | 72 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| American Capital Advisory, LLC | History | No change | 1,358 | 69 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TSFG, LLC | History | Added to | 1,226 | 63 | 0.01% | 0.01% | 115 | +5 | 0.41% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,175 | 60 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,115 | 57 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Added to | 1,111 | 56 | 0.0% | 0.0% | 118 | +1,000 | 900.9% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,053 | 53 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 774 | 39 | 0.0% | — | 120 | +774 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 686 | 35 | 0.0% | 0.0% | 123 | +3 | 0.44% | Q1 2026 | Apr 22, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 690 | 35 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | No change | 689 | 35 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 598 | 30 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEBSTER BANK, N. A. | History | No change | 570 | 29 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 547 | 28 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 547 | 27 | 0.0% | — | 128 | +547 | New | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | Added to | 540 | 27 | 0.01% | 0.01% | 127 | +2 | 0.37% | Q1 2026 | May 07, 2026 |
| LGT Financial Advisors LLC | History | No change | 500 | 25 | 0.13% | 0.15% | 129 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 404 | 20 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VANGUARD ADVISERS INC | History | New | 299 | 15 | 0.0% | — | 131 | +299 | New | Q1 2026 | May 08, 2026 |
| BFSG, LLC | History | No change | 293 | 14 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 225 | 11 | 0.0% | — | 133 | +225 | New | Q1 2026 | Apr 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 198 | 10 | 0.0% | 0.0% | 134 | -43 | -17.84% | Q1 2026 | Jun 02, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 173 | 8 | 0.0% | 0.0% | 135 | -108 | -38.43% | Q1 2026 | May 08, 2026 |
| Main Street Group, LTD | History | New | 102 | 5 | 0.0% | — | 136 | +102 | New | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -152,434 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -53,169 | -100.0% | Q1 2026 | Apr 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,592 | -100.0% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,198 | -100.0% | Q1 2026 | Apr 17, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,085 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Counsel, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |