INVESCO EXCHANGE-TRADED FUND TRUST - PID
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,183,166 | 70,813 | 0.0% | 0.0% | 1 | +44,634 | 1.42% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,604,899 | 35,702 | 0.01% | 0.01% | 2 | -45,835 | -2.78% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 1,278,287 | 28,436 | 0.01% | 0.01% | 3 | -38,899 | -2.95% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,115,185 | 24,808 | 1.72% | 1.6% | 4 | +52,357 | 4.93% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 934,969 | 20,799 | 0.0% | 0.0% | 5 | +48,028 | 5.42% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 908,881 | 20,218 | 0.0% | 0.0% | 6 | -16,418 | -1.77% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 838,862 | 18,719 | 0.32% | 0.38% | 7 | -107,284 | -11.34% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 817,477 | 17,984 | 0.12% | 0.11% | 8 | +89,534 | 12.3% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 717,586 | 15,607 | 0.01% | 0.01% | 9 | +81,295 | 12.78% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 295,261 | 6,570 | 0.01% | 0.01% | 10 | -3,215 | -1.08% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 279,729 | 6,222 | 0.0% | 0.0% | 11 | +10,013 | 3.71% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 268,941 | 5,982 | 0.0% | 0.0% | 12 | -11,064 | -3.95% | Q1 2026 | May 15, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 243,871 | 5,425 | 0.81% | 0.83% | 13 | -1,373 | -0.56% | Q1 2026 | Apr 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 239,697 | 5,332 | 0.0% | 0.0% | 14 | +16,750 | 7.51% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 236,239 | 5,255 | 0.01% | 0.01% | 15 | +6,582 | 2.87% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 231,355 | 5,146 | 0.01% | 0.01% | 16 | +1,452 | 0.63% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 219,919 | 4,892 | 0.0% | 0.0% | 17 | +504 | 0.23% | Q1 2026 | May 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 197,082 | 4,383 | 0.47% | 0.53% | 18 | -24,252 | -10.96% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 196,826 | 4,378 | 0.0% | 0.0% | 19 | +1,631 | 0.84% | Q1 2026 | May 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 183,977 | 4,092 | 0.15% | 0.18% | 20 | -44,572 | -19.5% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 177,755 | 3,988 | 0.01% | 0.01% | 21 | -3,727 | -2.05% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 160,017 | 3,559 | 0.02% | 0.02% | 22 | -1,397 | -0.87% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 110,456 | 3,098 | 0.0% | 0.0% | 23 | -695,096 | -86.29% | Q1 2026 | May 15, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 122,042 | 2,714 | 0.27% | 0.29% | 24 | -7,092 | -5.49% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 113,534 | 2,525 | 0.0% | 0.0% | 25 | -6,558 | -5.46% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 109,888 | 2,444 | 0.0% | 0.0% | 26 | +2,859 | 2.67% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 111,795 | 2,436 | 0.0% | 0.0% | 27 | +982 | 0.89% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 106,421 | 2,367 | 0.0% | 0.0% | 28 | -9,159 | -7.92% | Q1 2026 | May 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 105,651 | 2,350 | 0.23% | 0.23% | 29 | +186 | 0.18% | Q1 2026 | Apr 22, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 99,068 | 2,203 | 1.5% | 1.44% | 30 | +6,974 | 7.57% | Q1 2026 | Apr 20, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 89,617 | 1,993 | 0.13% | 0.14% | 31 | -3,488 | -3.75% | Q1 2026 | May 12, 2026 |
| One Wealth Map LLC | History | Reduced | 87,010 | 1,985 | 0.93% | 1.02% | 32 | -1,119 | -1.27% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 88,314 | 1,964 | 0.0% | 0.0% | 33 | +378 | 0.43% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Reduced | 73,128 | 1,626 | 0.01% | 0.01% | 34 | -1,872 | -2.5% | Q1 2026 | May 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 68,750 | 1,529 | 0.13% | 0.13% | 35 | -694 | -1.0% | Q1 2026 | Apr 20, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 67,731 | 1,506 | 0.62% | 0.7% | 36 | -7,950 | -10.5% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 62,783 | 1,396 | 0.01% | 0.01% | 37 | -222 | -0.35% | Q1 2026 | Jun 02, 2026 |
| Corient Private Wealth LLC | History | No change | 62,063 | 1,380 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 61,368 | 1,365 | 0.02% | 0.01% | 39 | +2,826 | 4.83% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 60,889 | 1,354 | 0.0% | 0.0% | 40 | -722 | -1.17% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 55,906 | 1,244 | 0.03% | 0.03% | 41 | +1,775 | 3.28% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 55,826 | 1,241 | 0.02% | 0.02% | 42 | -2,260 | -3.89% | Q1 2026 | Apr 17, 2026 |
| Freedom Financial Partners LLC | History | Added to | 54,813 | 1,219 | 0.43% | 0.44% | 43 | +399 | 0.73% | Q1 2026 | Apr 16, 2026 |
| Parcion Private Wealth LLC | History | Added to | 54,594 | 1,214 | 0.08% | 0.07% | 44 | +269 | 0.5% | Q1 2026 | Apr 22, 2026 |
| Southland Equity Partners LLC | History | Reduced | 53,815 | 1,197 | 0.23% | 0.24% | 45 | -1,082 | -1.97% | Q1 2026 | Apr 14, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 49,272 | 1,096 | 0.96% | 1.08% | 46 | -8,296 | -14.41% | Q1 2026 | Apr 08, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 48,086 | 1,069 | 0.11% | 0.12% | 47 | -1,341 | -2.71% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 45,593 | 1,014 | 0.0% | 0.0% | 48 | +395 | 0.87% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Reduced | 42,284 | 940 | 0.25% | 0.3% | 49 | -6,901 | -14.03% | Q1 2026 | Apr 08, 2026 |
| Breakwater Capital Group | History | Added to | 40,981 | 911 | 0.12% | 0.12% | 50 | +487 | 1.2% | Q1 2026 | Apr 20, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 40,865 | 909 | 0.58% | 0.75% | 51 | -10,001 | -19.66% | Q1 2026 | Apr 10, 2026 |
| WealthShield Partners, LLC | History | Reduced | 39,493 | 878 | 0.1% | 0.1% | 52 | -680 | -1.69% | Q1 2026 | May 01, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 39,088 | 869 | 0.18% | 0.15% | 53 | +4,499 | 13.01% | Q1 2026 | Apr 13, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 38,518 | 856 | 0.12% | 0.12% | 54 | -1,888 | -4.67% | Q1 2026 | Apr 30, 2026 |
| Principle Wealth Partners LLC | History | No change | 38,262 | 851 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 37,072 | 824 | 0.0% | 0.0% | 56 | -1,212 | -3.17% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | New | 36,023 | 801 | 0.0% | — | 57 | +36,023 | New | Q1 2026 | May 12, 2026 |
| Eagle Strategies LLC | History | Reduced | 34,626 | 770 | 0.09% | 0.11% | 58 | -4,373 | -11.21% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 32,475 | 722 | 0.0% | 0.0% | 59 | -255 | -0.78% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 29,794 | 662 | 0.0% | — | 60 | +29,794 | New | Q1 2026 | May 15, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 29,635 | 659 | 0.53% | 0.47% | 61 | +2,723 | 10.12% | Q1 2026 | Apr 27, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 29,349 | 652 | 0.02% | 0.02% | 62 | -373 | -1.25% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 27,496 | 611 | 0.03% | 0.02% | 63 | +8,104 | 41.79% | Q1 2026 | Apr 28, 2026 |
| BCS Wealth Management | History | Reduced | 27,349 | 608 | 0.12% | 0.12% | 64 | -27,349 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 26,857 | 597 | 0.0% | 0.01% | 65 | -2,807 | -9.46% | Q1 2026 | Apr 15, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 25,275 | 562 | 0.48% | 0.46% | 66 | +8 | 0.03% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,625 | 547 | 0.01% | 0.01% | 67 | +963 | 4.07% | Q1 2026 | May 18, 2026 |
| Cynosure Group, LLC | History | No change | 24,523 | 545 | 0.07% | 0.05% | 68 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 24,185 | 538 | 0.01% | 0.01% | 69 | -1 | -0.0% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 23,866 | 530 | 0.0% | 0.0% | 70 | -378 | -1.56% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 23,491 | 523 | 0.06% | 0.06% | 71 | -629 | -2.61% | Q1 2026 | Apr 16, 2026 |
| SimpliFi, Inc. | History | Added to | 22,744 | 505 | 0.21% | 0.21% | 72 | +205 | 0.91% | Q1 2026 | Apr 22, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 22,356 | 497 | 0.14% | 0.16% | 73 | -3,208 | -12.55% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 21,813 | 485 | 0.05% | 0.06% | 74 | -1,905 | -8.03% | Q1 2026 | Apr 28, 2026 |
| BIP Wealth, LLC | History | No change | 21,800 | 484 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 20,066 | 446 | 0.21% | 0.21% | 76 | -400 | -1.95% | Q1 2026 | May 05, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 19,946 | 443 | 0.15% | 0.15% | 77 | -135 | -0.67% | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 19,617 | 436 | 0.01% | 0.01% | 78 | +1,029 | 5.54% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 18,992 | 422 | 0.01% | 0.01% | 79 | +46 | 0.24% | Q1 2026 | May 04, 2026 |
| Essex Financial Services, Inc. | History | Added to | 18,104 | 402 | 0.02% | 0.02% | 80 | +24 | 0.13% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 18,014 | 401 | 0.0% | 0.0% | 81 | +1,093 | 6.46% | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Reduced | 17,640 | 392 | 0.01% | 0.01% | 82 | -125 | -0.7% | Q1 2026 | May 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 17,279 | 384 | 0.0% | 0.0% | 83 | +900 | 5.49% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 17,093 | 376 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 16,511 | 367 | 0.0% | — | 85 | +16,511 | New | Q1 2026 | May 01, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 16,288 | 362 | 0.05% | 0.04% | 86 | +2,700 | 19.87% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,346 | 341 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,913 | 331 | 0.0% | 0.0% | 88 | +1,968 | 15.2% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | No change | 14,600 | 324 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,670 | 304 | 0.0% | 0.0% | 90 | +1,103 | 8.78% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | Reduced | 13,588 | 302 | 0.01% | 0.01% | 91 | -86 | -0.63% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 13,500 | 300 | 0.0% | — | 92 | +13,500 | New | Q1 2026 | May 15, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 12,416 | 276 | 0.09% | 0.1% | 93 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 12,288 | 273 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 11,855 | 263 | 0.04% | 0.04% | 95 | -2,670 | -18.38% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,794 | 262 | 0.03% | — | 96 | +11,794 | New | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,644 | 259 | 0.01% | 0.01% | 97 | +1,970 | 20.36% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 11,260 | 250 | 0.01% | 0.0% | 98 | +918 | 8.88% | Q1 2026 | Apr 15, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 10,710 | 238 | 0.16% | 0.16% | 99 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | No change | 10,678 | 237 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | New | 10,521 | 234 | 0.01% | — | 101 | +10,521 | New | Q1 2026 | May 14, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 10,000 | 222 | 0.11% | 0.12% | 102 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 9,823 | 218 | 0.04% | 0.04% | 103 | +544 | 5.86% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 9,609 | 213 | 0.0% | 0.0% | 104 | +11 | 0.11% | Q1 2026 | May 15, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 9,362 | 208 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 9,198 | 204 | 0.0% | 0.0% | 106 | +1,318 | 16.73% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,290 | 184 | 0.0% | 0.0% | 107 | +3,371 | 68.53% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 8,283 | 183 | 0.0% | 0.0% | 108 | -125 | -1.49% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 8,073 | 180 | 0.01% | 0.01% | 109 | -2,032 | -20.11% | Q1 2026 | Apr 06, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,619 | 169 | 0.01% | 0.01% | 110 | -6,214 | -44.92% | Q1 2026 | May 19, 2026 |
| TSFG, LLC | History | No change | 6,450 | 143 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | No change | 6,116 | 136 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,745 | 127 | 0.0% | 0.0% | 113 | +4,161 | 262.69% | Q1 2026 | May 08, 2026 |
| Mosley Wealth Management | History | New | 5,304 | 112 | 0.05% | — | 114 | +5,304 | New | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,560 | 101 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,500 | 100 | 0.0% | 0.0% | 116 | -606 | -11.87% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 3,165 | 70 | 0.0% | 0.0% | 117 | -221 | -6.53% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | No change | 2,952 | 65 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,875 | 63 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 2,743 | 61 | 0.0% | — | 120 | +2,743 | New | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,647 | 58 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,129 | 47 | 0.0% | 0.0% | 122 | -518 | -19.57% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 2,038 | 45 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,989 | 43 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | No change | 1,900 | 42 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,932 | 42 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | No change | 1,792 | 39 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,748 | 38 | 0.0% | 0.0% | 128 | +15 | 0.87% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,633 | 37 | 0.0% | 0.07% | 129 | -18,905 | -92.05% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 1,637 | 36 | 0.0% | 0.0% | 130 | +55 | 3.48% | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,521 | 33 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,398 | 31 | 0.02% | 0.02% | 133 | +8 | 0.58% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 1,400 | 31 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,408 | 31 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,212 | 27 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,029 | 22 | 0.0% | — | 139 | +1,029 | New | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | No change | 1,025 | 22 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,009 | 22 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,029 | 22 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 934 | 20 | 0.0% | 0.0% | 140 | +637 | 214.48% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 922 | 20 | 0.0% | 0.0% | 141 | +8 | 0.88% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 713 | 15 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Addison Advisors LLC | History | Reduced | 580 | 12 | 0.0% | 0.0% | 143 | -75 | -11.45% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 502 | 11 | 0.0% | — | 144 | +502 | New | Q1 2026 | May 08, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 367 | 8 | 0.0% | 0.0% | 145 | +3 | 0.82% | Q1 2026 | Apr 24, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 380 | 8 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MidFirst Bank | History | No change | 399 | 8 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 400 | 8 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 328 | 7 | 0.0% | 0.0% | 149 | +2 | 0.61% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 203 | 4 | 0.0% | — | 150 | +191 | 1591.67% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 212 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Synergy Investment Management, LLC | History | New | 149 | 3 | 0.0% | — | 152 | +149 | New | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 131 | 2 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 109 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 85 | 1 | 0.0% | 0.0% | 158 | +1 | 1.19% | Q1 2026 | May 01, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 73 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -92,275 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,915 | -100.0% | Q1 2026 | May 12, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.14% | — | -16,233 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,571 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 15, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |