INVESCO EXCHANGE-TRADED FUND TRUST - PJP
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 | 268,497 | 27,859 | 0.0% | 0.0% | 1 | +231,141 | 618.75% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 224,116 | 23,254 | 0.02% | 0.0% | 2 | +221,397 | 8142.59% | Q1 2026 | May 05, 2026 |
| Peak Asset Management, LLC | History | Reduced | 134,946 | 14,002 | 2.47% | 2.44% | 3 | -1,939 | -1.42% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 79,110 | 8,208 | 0.0% | 0.0% | 4 | +19,744 | 33.26% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 74,458 | 7,725 | 0.0% | 0.0% | 5 | +52,165 | 234.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 62,377 | 6,472 | 0.0% | 0.0% | 6 | +51,619 | 479.82% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 54,766 | 5,682 | 0.0% | 0.0% | 7 | +16,994 | 44.99% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 47,709 | 4,950 | 0.0% | 0.0% | 8 | +35,311 | 284.81% | Q1 2026 | May 14, 2026 |
| Cavalier Investments, LLC | History | New | 45,960 | 4,768 | 0.13% | — | 9 | +45,960 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 43,653 | 4,529 | 0.0% | 0.0% | 10 | +6,243 | 16.69% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | New | 28,343 | 2,940 | 0.0% | — | 11 | +28,343 | New | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 27,534 | 2,856 | 0.01% | — | 12 | +27,534 | New | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 27,156 | 2,817 | 0.0% | 0.0% | 13 | +8,700 | 47.14% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 24,500 | 2,542 | 0.0% | — | 14 | +24,500 | New | Q1 2026 | May 15, 2026 |
| Joseph Group Capital Management | History | Added to | 22,713 | 2,356 | 0.59% | 0.61% | 15 | +487 | 2.19% | Q1 2026 | May 08, 2026 |
| MGB Wealth Management, LLC | History | No change | 21,045 | 2,200 | 0.63% | 0.63% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 20,462 | 2,123 | 0.0% | 0.0% | 17 | +14,628 | 250.74% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 19,790 | 2,046 | 0.0% | 0.0% | 18 | +4,267 | 27.49% | Q1 2026 | May 15, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 18,034 | 1,871 | 0.47% | 0.47% | 19 | -722 | -3.85% | Q1 2026 | Apr 28, 2026 |
| Trilogy Capital Inc. | History | Added to | 15,981 | 1,658 | 0.07% | 0.07% | 20 | +5 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 12,100 | 1,255 | 0.13% | 0.13% | 21 | -59 | -0.49% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,305 | 1,069 | 0.0% | 0.0% | 22 | -442 | -4.11% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,109 | 1,049 | 0.0% | 0.0% | 23 | +1,999 | 24.65% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,803 | 913 | 0.0% | 0.0% | 24 | +4,672 | 113.1% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,278 | 750 | 0.0% | 0.0% | 25 | -84 | -1.14% | Q1 2026 | Apr 08, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 6,950 | 721 | 0.02% | — | 26 | +6,950 | New | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 6,924 | 718 | 0.57% | 0.58% | 27 | -106 | -1.51% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,564 | 654 | 0.0% | 0.0% | 28 | +302 | 4.82% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 6,049 | 627 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | New | 5,877 | 609 | 0.0% | — | 30 | +5,877 | New | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | New | 5,747 | 596 | 0.0% | — | 31 | +5,747 | New | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 4,985 | 517 | 0.0% | 0.0% | 32 | +1,617 | 48.01% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 4,919 | 510 | 0.01% | — | 33 | +4,919 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 4,686 | 486 | 0.0% | 0.0% | 34 | -846 | -15.29% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 4,264 | 442 | 0.05% | 0.06% | 35 | +9 | 0.21% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,221 | 438 | 0.03% | 0.03% | 36 | -40 | -0.94% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,130 | 424 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Diversified Enterprises, LLC | History | Added to | 4,065 | 421 | 0.02% | 0.03% | 38 | +2 | 0.05% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | New | 3,785 | 393 | 0.01% | — | 39 | +3,785 | New | Q1 2026 | Apr 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 3,700 | 383 | 0.02% | — | 40 | +3,700 | New | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 3,560 | 372 | 0.0% | 0.0% | 41 | -175 | -4.69% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,474 | 360 | 0.0% | 0.0% | 42 | -37 | -1.05% | Q1 2026 | May 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 3,475 | 360 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 3,444 | 357 | 0.02% | 0.02% | 44 | +778 | 29.18% | Q1 2026 | May 08, 2026 |
| Realta Investment Advisors | History | Added to | 3,364 | 349 | 0.12% | 0.0% | 45 | +3,289 | 4385.33% | Q1 2026 | Apr 22, 2026 |
| Element Wealth, LLC | History | No change | 3,318 | 344 | 0.14% | 0.14% | 46 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 3,126 | 324 | 0.01% | — | 47 | +3,126 | New | Q1 2026 | Apr 07, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 3,083 | 319 | 0.06% | — | 48 | +3,083 | New | Q1 2026 | Apr 20, 2026 |
| IMC-Chicago, LLC | History | New | 3,069 | 318 | 0.0% | — | 49 | +3,069 | New | Q1 2026 | May 05, 2026 |
| Wellington Shields & Co., LLC | History | New | 3,043 | 315 | 0.08% | — | 50 | +3,043 | New | Q1 2026 | May 04, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 2,938 | 304 | 0.03% | 0.03% | 51 | -344 | -10.48% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 2,912 | 302 | 0.01% | 0.01% | 52 | +2 | 0.07% | Q1 2026 | Apr 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 2,858 | 296 | 0.0% | 0.0% | 53 | -288 | -9.15% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 2,783 | 288 | 0.0% | 0.0% | 54 | +230 | 9.01% | Q1 2026 | May 12, 2026 |
| Q3 Asset Management | History | New | 2,741 | 284 | 0.07% | — | 55 | +2,741 | New | Q1 2026 | Apr 28, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 2,714 | 281 | 0.1% | 0.11% | 56 | -191 | -6.57% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Reduced | 2,566 | 266 | 0.0% | 0.0% | 57 | -673 | -20.78% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 2,546 | 264 | 0.0% | 0.0% | 58 | +2 | 0.08% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,534 | 262 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 2,500 | 259 | 0.0% | — | 60 | +2,500 | New | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | No change | 2,450 | 254 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Henson-Edgewater Management, LLC | History | No change | 2,445 | 253 | 0.16% | 0.15% | 62 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,200 | 229 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,200 | 228 | 0.0% | — | 64 | +2,200 | New | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | New | 2,193 | 227 | 0.0% | — | 65 | +2,193 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,077 | 215 | 0.0% | 0.0% | 66 | +1 | 0.05% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 2,021 | 209 | 0.0% | 0.0% | 67 | -1,543 | -43.29% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,991 | 206 | 0.0% | 0.0% | 68 | +100 | 5.29% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,825 | 189 | 0.0% | — | 69 | +1,825 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,769 | 183 | 0.0% | 0.0% | 70 | +1,399 | 378.11% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,722 | 178 | 0.0% | 0.0% | 71 | +335 | 24.15% | Q1 2026 | May 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 1,321 | 137 | 0.02% | 0.03% | 73 | -858 | -39.38% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,325 | 137 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,233 | 127 | 0.0% | 0.0% | 74 | +3 | 0.24% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,004 | 101 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 609 | 63 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| North Star Investment Management Corp. | History | No change | 600 | 62 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | No change | 590 | 61 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 574 | 60 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 569 | 59 | 0.0% | 0.0% | 80 | -50 | -8.08% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 466 | 48 | 0.0% | — | 82 | +466 | New | Q1 2026 | Apr 07, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 464 | 48 | 0.0% | 0.0% | 81 | +1 | 0.22% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | New | 447 | 46 | 0.0% | — | 83 | +447 | New | Q1 2026 | May 13, 2026 |
| Global Assets Advisory, LLC | History | New | 400 | 41 | 0.01% | — | 84 | +400 | New | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 390 | 40 | 0.0% | 0.0% | 85 | -50 | -11.36% | Q1 2026 | Apr 13, 2026 |
| Financial Freedom, LLC | History | Added to | 388 | 40 | 0.02% | 0.02% | 86 | +1 | 0.26% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | New | 347 | 36 | 0.0% | — | 88 | +347 | New | Q1 2026 | May 01, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 349 | 36 | 0.01% | 0.01% | 87 | +2 | 0.58% | Q1 2026 | Apr 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 319 | 33 | 0.0% | 0.0% | 89 | +281 | 739.47% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 241 | 25 | 0.0% | 0.0% | 90 | -187 | -43.69% | Q1 2026 | Apr 06, 2026 |
| BlackRock, Inc. | History | Reduced | 230 | 23 | 0.0% | 0.0% | 92 | -3,470 | -93.78% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 222 | 23 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 215 | 22 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 205 | 21 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 165 | 17 | 0.0% | — | 95 | +165 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | No change | 161 | 16 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 148 | 15 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 150 | 15 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | New | 141 | 14 | 0.0% | — | 100 | +141 | New | Q1 2026 | May 19, 2026 |
| CWM, LLC | History | No change | 135 | 14 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 129 | 13 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 116 | 12 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 115 | 11 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Main Street Group, LTD | History | New | 106 | 10 | 0.0% | — | 107 | +106 | New | Q1 2026 | May 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 101 | 10 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fortis Group Advisors, LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Crews Bank & Trust | History | No change | 100 | 10 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 85 | 8 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | New | 61 | 6 | 0.0% | — | 112 | +61 | New | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 60 | 6 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 60 | 6 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bank & Trust Co | History | No change | 60 | 6 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 52 | 5 | 0.0% | 0.0% | 115 | -3 | -5.45% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 52 | 5 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 39 | 4 | 0.0% | — | 117 | +39 | New | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | New | 31 | 3 | 0.0% | — | 118 | +31 | New | Q1 2026 | Apr 15, 2026 |
| Russell Investments Group, Ltd. | History | New | 25 | 2 | 0.0% | — | 120 | +25 | New | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 17 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO | History | No change | 19 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -7,068 | -100.0% | Q1 2026 | May 11, 2026 |
| Intelligence Driven Advisers, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,400 | -100.0% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,097 | -100.0% | Q1 2026 | May 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,804 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,833 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,595 | -100.0% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 04, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | Jun 02, 2026 |
| WealthShield Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |