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 | 3,138,532 | 69,047 | 0.0% | 0.0% | 1 | +2,411 | 0.08% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,650,734 | 36,316 | 0.01% | 0.01% | 2 | +41,871 | 2.6% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,317,186 | 28,978 | 0.01% | 0.01% | 3 | +5,217 | 0.4% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 946,146 | 20,815 | 0.38% | 0.43% | 4 | -86,587 | -8.38% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 925,299 | 20,356 | 0.0% | 0.0% | 5 | +9,414 | 1.03% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 886,941 | 19,512 | 0.0% | 0.0% | 6 | -42,648 | -4.59% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 805,552 | 17,722 | 0.0% | 0.0% | 7 | -10,604 | -1.3% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 727,943 | 16,014 | 0.11% | 0.08% | 8 | +222,002 | 43.88% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 636,291 | 13,998 | 0.01% | 0.01% | 9 | +19,744 | 3.2% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 298,476 | 6,568 | 0.01% | 0.01% | 10 | -3,557 | -1.18% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 280,005 | 6,160 | 0.0% | — | 11 | +280,005 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 269,716 | 5,933 | 0.0% | 0.0% | 12 | +1,648 | 0.61% | Q4 2025 | Feb 10, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 245,244 | 5,395 | 0.83% | 0.88% | 13 | -7,409 | -2.93% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 229,903 | 5,057 | 0.01% | 0.01% | 14 | +6,087 | 2.72% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 229,657 | 5,052 | 0.01% | 0.01% | 15 | -10,568 | -4.4% | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 228,549 | 5,028 | 0.18% | 0.17% | 16 | -1,435 | -0.62% | Q4 2025 | Jan 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 222,947 | 4,904 | 0.0% | 0.0% | 17 | +20,376 | 10.06% | Q4 2025 | Feb 18, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 221,334 | 4,869 | 0.53% | 0.54% | 18 | -2,228 | -1.0% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 219,415 | 4,827 | 0.0% | 0.0% | 19 | -5,812 | -2.58% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 195,195 | 4,294 | 0.0% | 0.0% | 20 | +219 | 0.11% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 181,482 | 4,012 | 0.01% | 0.01% | 21 | -16,695 | -8.42% | Q4 2025 | Jan 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 161,414 | 3,551 | 0.02% | 0.02% | 22 | +13,073 | 8.81% | Q4 2025 | Jan 29, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 129,134 | 2,942 | 0.29% | 0.3% | 23 | -41 | -0.03% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Reduced | 120,092 | 2,642 | 0.0% | 0.0% | 24 | -3,891 | -3.14% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 115,580 | 2,542 | 0.0% | 0.0% | 25 | -965 | -0.83% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 110,813 | 2,437 | 0.0% | 0.0% | 26 | +1,053 | 0.96% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 107,029 | 2,354 | 0.0% | 0.0% | 27 | -2,066 | -1.89% | Q4 2025 | Feb 17, 2026 |
| Continuum Advisory, LLC | History | Added to | 105,465 | 2,320 | 0.23% | 0.22% | 28 | +7,128 | 7.25% | Q4 2025 | Feb 11, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 93,105 | 2,048 | 0.14% | 0.18% | 29 | -24,053 | -20.53% | Q4 2025 | Feb 11, 2026 |
| VestGen Advisors, LLC | History | Reduced | 92,275 | 2,030 | 0.09% | 0.08% | 30 | -17,881 | -16.23% | Q4 2025 | Feb 17, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 92,094 | 2,026 | 1.44% | 1.5% | 31 | +1,163 | 1.28% | Q4 2025 | Feb 13, 2026 |
| One Wealth Map LLC | History | Added to | 88,129 | 2,003 | 1.02% | 0.92% | 32 | +8,043 | 10.04% | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 87,936 | 1,934 | 0.0% | 0.0% | 33 | +30 | 0.03% | Q4 2025 | Feb 13, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 75,681 | 1,664 | 0.7% | 0.76% | 34 | -3,492 | -4.41% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Reduced | 75,000 | 1,649 | 0.01% | 0.01% | 35 | -2,779 | -3.57% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 69,444 | 1,527 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 63,005 | 1,386 | 0.01% | 0.01% | 37 | -4,823 | -7.11% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Reduced | 62,063 | 1,365 | 0.0% | 0.0% | 38 | -483 | -0.77% | Q4 2025 | Mar 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 61,611 | 1,355 | 0.0% | 0.0% | 39 | +11,991 | 24.17% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 58,542 | 1,287 | 0.01% | 0.01% | 40 | +7,320 | 14.29% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 58,086 | 1,277 | 0.02% | 0.02% | 41 | -446 | -0.76% | Q4 2025 | Jan 13, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 57,568 | 1,266 | 1.08% | 1.06% | 42 | +1,227 | 2.18% | Q4 2025 | Jan 21, 2026 |
| Southland Equity Partners LLC | History | Reduced | 54,897 | 1,207 | 0.24% | 0.24% | 43 | -426 | -0.77% | Q4 2025 | Jan 14, 2026 |
| BCS Wealth Management | History | Added to | 54,698 | 1,203 | 0.12% | 0.13% | 44 | +27,349 | 100.0% | Q4 2025 | Jan 26, 2026 |
| Freedom Financial Partners LLC | History | Added to | 54,414 | 1,197 | 0.44% | 0.44% | 45 | +552 | 1.02% | Q4 2025 | Jan 06, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 54,325 | 1,195 | 0.07% | 0.08% | 46 | -8,763 | -13.89% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | Reduced | 54,131 | 1,191 | 0.04% | 0.04% | 47 | -2,363 | -4.18% | Q4 2025 | Feb 11, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 50,866 | 1,119 | 0.75% | 0.78% | 48 | +10 | 0.02% | Q4 2025 | Jan 07, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 49,427 | 1,087 | 0.12% | 0.11% | 49 | -200 | -0.4% | Q4 2025 | Jan 27, 2026 |
| Accel Wealth Management | History | Reduced | 49,185 | 1,082 | 0.3% | 0.45% | 50 | -23,997 | -32.79% | Q4 2025 | Jan 20, 2026 |
| Cerity Partners LLC | History | Added to | 45,198 | 994 | 0.0% | 0.0% | 51 | +68 | 0.15% | Q4 2025 | Feb 11, 2026 |
| Breakwater Capital Group | History | Added to | 40,494 | 890 | 0.12% | 0.13% | 52 | +452 | 1.13% | Q4 2025 | Jan 09, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 40,406 | 888 | 0.12% | 0.12% | 53 | -465 | -1.14% | Q4 2025 | Feb 04, 2026 |
| WealthShield Partners, LLC | History | Reduced | 40,173 | 883 | 0.1% | 0.1% | 54 | -190 | -0.47% | Q4 2025 | Feb 03, 2026 |
| Eagle Strategies LLC | History | Added to | 38,999 | 857 | 0.11% | 0.11% | 55 | +498 | 1.29% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 38,284 | 842 | 0.0% | 0.0% | 56 | +420 | 1.11% | Q4 2025 | Feb 17, 2026 |
| Principle Wealth Partners LLC | History | No change | 38,262 | 841 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 34,589 | 760 | 0.15% | 0.14% | 58 | +3,678 | 11.9% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 32,730 | 720 | 0.0% | 0.0% | 59 | -644 | -1.93% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 30,915 | 680 | 0.03% | 0.03% | 60 | +124 | 0.4% | Q4 2025 | Feb 10, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 29,722 | 653 | 0.02% | 0.02% | 61 | -568 | -1.88% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 29,664 | 652 | 0.01% | 0.01% | 62 | -3,363 | -10.18% | Q4 2025 | Jan 26, 2026 |
| Appalachian Capital Management Ltd | History | New | 26,912 | 592 | 0.47% | — | 63 | +26,912 | New | Q4 2025 | Feb 17, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 25,564 | 562 | 0.16% | 0.17% | 64 | -1,073 | -4.03% | Q4 2025 | Feb 12, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 25,267 | 555 | 0.46% | 0.44% | 65 | +4 | 0.02% | Q4 2025 | Feb 05, 2026 |
| Cynosure Group, LLC | History | No change | 24,523 | 539 | 0.05% | 0.06% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 24,244 | 533 | 0.0% | 0.0% | 67 | +11 | 0.05% | Q4 2025 | Mar 16, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 24,186 | 532 | 0.01% | 0.01% | 68 | -804 | -3.22% | Q4 2025 | Feb 09, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 24,120 | 531 | 0.06% | 0.06% | 69 | +32 | 0.13% | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 23,718 | 521 | 0.06% | 0.06% | 70 | -3,414 | -12.58% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 23,662 | 520 | 0.01% | 0.01% | 71 | +4 | 0.02% | Q4 2025 | Feb 13, 2026 |
| SimpliFi, Inc. | History | Added to | 22,539 | 495 | 0.21% | 0.2% | 72 | +120 | 0.54% | Q4 2025 | Jan 23, 2026 |
| BIP Wealth, LLC | History | No change | 21,800 | 479 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning Group LLC | History | No change | 20,538 | 468 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 20,466 | 450 | 0.21% | — | 75 | +20,466 | New | Q4 2025 | Feb 17, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 20,081 | 441 | 0.15% | 0.11% | 76 | +6,831 | 51.55% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 19,392 | 426 | 0.02% | 0.02% | 77 | +1,801 | 10.24% | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | Added to | 18,946 | 416 | 0.01% | 0.01% | 78 | +760 | 4.18% | Q4 2025 | Jan 30, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 18,588 | 408 | 0.01% | 0.01% | 79 | -1,406 | -7.03% | Q4 2025 | Feb 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 18,080 | 397 | 0.02% | 0.02% | 80 | +14 | 0.08% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 17,765 | 390 | 0.01% | 0.01% | 81 | -1,675 | -8.62% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Reduced | 17,093 | 376 | 0.0% | 0.0% | 82 | -156 | -0.9% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 16,921 | 372 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 16,379 | 360 | 0.0% | 0.0% | 84 | +500 | 3.15% | Q4 2025 | Feb 12, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 16,233 | 357 | 0.14% | 0.15% | 85 | +335 | 2.11% | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,346 | 337 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UMB Bank, n.a. | History | New | 14,600 | 321 | 0.0% | — | 87 | +14,600 | New | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | New | 14,571 | 320 | 0.01% | — | 88 | +14,571 | New | Q4 2025 | Jan 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14,525 | 319 | 0.04% | — | 89 | +14,525 | New | Q4 2025 | Feb 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,833 | 304 | 0.01% | 0.01% | 90 | +918 | 7.11% | Q4 2025 | Feb 05, 2026 |
| Visionary Wealth Advisors | History | No change | 13,674 | 300 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 13,588 | 298 | 0.04% | 0.04% | 92 | +587 | 4.52% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,945 | 284 | 0.0% | 0.0% | 93 | +32 | 0.25% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 12,567 | 276 | 0.0% | — | 94 | +12,567 | New | Q4 2025 | Jan 29, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 12,416 | 273 | 0.1% | 0.1% | 95 | +66 | 0.53% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 12,288 | 270 | 0.02% | 0.02% | 96 | +193 | 1.6% | Q4 2025 | Jan 21, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 10,710 | 235 | 0.16% | 0.16% | 97 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 10,678 | 234 | 0.01% | 0.0% | 98 | +1,467 | 15.93% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 10,342 | 227 | 0.0% | 0.0% | 99 | +55 | 0.53% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Reduced | 10,105 | 222 | 0.01% | 0.02% | 100 | -16,012 | -61.31% | Q4 2025 | Feb 02, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 10,000 | 220 | 0.12% | 0.11% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 9,674 | 212 | 0.01% | — | 102 | +9,674 | New | Q4 2025 | Jan 28, 2026 |
| NorthRock Partners, LLC | History | Added to | 9,598 | 211 | 0.0% | 0.0% | 103 | +7 | 0.07% | Q4 2025 | Feb 17, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | New | 9,362 | 205 | 0.11% | — | 104 | +9,362 | New | Q4 2025 | Feb 02, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 9,279 | 204 | 0.04% | 0.04% | 105 | -1,173 | -11.22% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,408 | 184 | 0.0% | 0.0% | 106 | +6,748 | 406.51% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 7,880 | 173 | 0.0% | 0.0% | 107 | -588 | -6.94% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | No change | 6,450 | 142 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 6,116 | 134 | 0.0% | — | 109 | +6,116 | New | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,106 | 112 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,919 | 108 | 0.0% | 0.0% | 111 | +365 | 8.01% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,560 | 100 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 3,386 | 74 | 0.0% | 0.0% | 113 | +576 | 20.5% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | No change | 2,952 | 64 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,875 | 63 | 0.0% | 0.0% | 115 | +485 | 20.29% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 2,647 | 58 | 0.0% | 0.0% | 116 | +143 | 5.71% | Q4 2025 | Jan 30, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,647 | 58 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q4 2025 | Apr 24, 2026 |
| IFP Advisors, Inc | History | No change | 2,038 | 44 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,989 | 43 | 0.0% | 0.0% | 119 | +3 | 0.15% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | New | 1,932 | 42 | 0.0% | — | 120 | +1,932 | New | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | No change | 1,900 | 41 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | No change | 1,792 | 39 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,733 | 38 | 0.0% | 0.0% | 123 | +9 | 0.52% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,584 | 34 | 0.0% | 0.0% | 125 | +3 | 0.19% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 1,582 | 34 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | New | 1,500 | 33 | 0.02% | — | 126 | +1,500 | New | Q4 2025 | Jan 29, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,521 | 33 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 1,408 | 30 | 0.01% | — | 130 | +1,408 | New | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 1,390 | 30 | 0.02% | — | 129 | +1,390 | New | Q4 2025 | Feb 18, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,400 | 30 | 0.0% | 0.0% | 128 | -130 | -8.5% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,212 | 26 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 1,009 | 22 | 0.0% | 0.0% | 133 | +5 | 0.5% | Q4 2025 | Feb 18, 2026 |
| JNBA Financial Advisors | History | No change | 1,025 | 22 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,029 | 22 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 914 | 20 | 0.0% | 0.0% | 135 | +5 | 0.55% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 713 | 15 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Addison Advisors LLC | History | Reduced | 655 | 14 | 0.0% | 0.0% | 137 | -65 | -9.03% | Q4 2025 | Feb 06, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 400 | 8 | 0.01% | — | 141 | +400 | New | Q4 2025 | Feb 10, 2026 |
| MidFirst Bank | History | New | 399 | 8 | 0.0% | — | 140 | +399 | New | Q4 2025 | Feb 25, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 364 | 8 | 0.0% | 0.0% | 138 | +2 | 0.55% | Q4 2025 | Jan 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 380 | 8 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Dunhill Financial, LLC | History | Added to | 326 | 7 | 0.0% | 0.0% | 142 | +2 | 0.62% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 297 | 6 | 0.0% | — | 143 | +297 | New | Q4 2025 | Feb 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 212 | 4 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 109 | 2 | 0.0% | 0.0% | 147 | -1,424 | -92.89% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | New | 131 | 2 | 0.0% | — | 146 | +131 | New | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | New | 100 | 2 | 0.0% | — | 145 | +100 | New | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 80 | 1 | 0.0% | — | 149 | +80 | New | Q4 2025 | Feb 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 73 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 84 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180,090 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Coastwise Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -10,479 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,950 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,174 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,741 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,120 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -773 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.0% | — | -273 | -100.0% | Q3 2025 | Nov 06, 2025 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ASSETMARK, INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |