INVESCO EXCHANGE-TRADED FUND TRUST - PKW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 841,993 | 110,510 | 0.01% | 0.01% | 1 | -23,966 | -2.77% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 455,890 | 59,835 | 0.02% | 0.02% | 2 | -7,418 | -1.6% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 369,840 | 48,541 | 0.01% | 0.01% | 3 | -2,576 | -0.69% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 344,012 | 45,151 | 0.0% | 0.0% | 4 | +4,113 | 1.21% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 221,091 | 29,018 | 0.01% | 0.01% | 5 | -5,555 | -2.45% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 193,748 | 25,434 | 0.02% | 0.0% | 6 | +175,927 | 987.19% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 173,840 | 22,816 | 0.0% | 0.0% | 7 | +62,495 | 56.13% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 106,056 | 13,920 | 0.04% | 0.03% | 8 | +22,741 | 27.3% | Q1 2026 | Apr 30, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 82,555 | 10,835 | 2.34% | 2.31% | 9 | +735 | 0.9% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 81,983 | 10,760 | 0.01% | 0.01% | 10 | +388 | 0.48% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 79,528 | 10,437 | 0.65% | 0.61% | 11 | +9,344 | 13.31% | Q1 2026 | Apr 27, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 72,054 | 9,529 | 3.54% | 3.61% | 12 | +1,120 | 1.58% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 71,073 | 9,328 | 0.01% | 0.01% | 13 | +2,661 | 3.89% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 70,520 | 9,255 | 0.0% | 0.0% | 14 | +17,866 | 33.93% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 68,772 | 9,026 | 0.01% | 0.01% | 15 | +13,897 | 25.32% | Q1 2026 | Apr 27, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 61,405 | 8,059 | 0.42% | 0.44% | 16 | +1,406 | 2.34% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 61,132 | 8,023 | 0.01% | 0.01% | 17 | +3,522 | 6.11% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 51,542 | 7,154 | 0.56% | 0.75% | 18 | -12,227 | -19.17% | Q1 2026 | May 01, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 58,758 | 6,956 | 1.43% | 1.52% | 19 | +3 | 0.01% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 52,312 | 6,868 | 0.01% | 0.01% | 20 | -542 | -1.03% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 50,419 | 6,617 | 0.0% | 0.0% | 21 | +770 | 1.55% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 50,413 | 6,616 | 0.05% | 0.05% | 22 | +1,520 | 3.11% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 48,380 | 6,349 | 0.07% | 0.08% | 23 | +1,433 | 3.05% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 48,368 | 6,348 | 0.01% | 0.01% | 24 | -761 | -1.55% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 46,808 | 6,286 | 0.04% | 0.04% | 25 | +2,869 | 6.53% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 47,246 | 6,200 | 0.67% | 0.7% | 26 | -475 | -1.0% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 43,065 | 5,652 | 0.0% | 0.0% | 27 | +810 | 1.92% | Q1 2026 | May 15, 2026 |
| Hudock, Inc. | History | Added to | 42,151 | 5,532 | 0.81% | 0.83% | 28 | +358 | 0.86% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 38,488 | 5,051 | 0.0% | — | 29 | +38,488 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 37,685 | 4,946 | 0.03% | 0.02% | 30 | +13,501 | 55.83% | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 37,282 | 4,893 | 0.29% | 0.29% | 31 | +920 | 2.53% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 36,331 | 4,805 | 0.0% | 0.0% | 32 | +2,055 | 6.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 33,993 | 4,461 | 0.02% | 0.02% | 33 | +495 | 1.48% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 34,426 | 4,420 | 0.0% | 0.0% | 34 | +1,454 | 4.41% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 32,255 | 4,233 | 0.21% | 0.21% | 35 | +2,615 | 8.82% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,994 | 4,122 | 0.0% | 0.0% | 36 | +6,110 | 23.61% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 29,573 | 3,881 | 0.91% | 0.07% | 37 | +27,262 | 1179.66% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 28,718 | 3,769 | 0.01% | 0.02% | 38 | -3,023 | -9.52% | Q1 2026 | Apr 30, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 25,504 | 3,347 | 0.14% | 0.14% | 39 | -139 | -0.54% | Q1 2026 | Apr 21, 2026 |
| Titiun Yejiel | History | No change | 25,000 | 3,281 | 3.31% | 4.03% | 40 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 24,796 | 3,254 | 0.0% | 0.0% | 41 | +8,695 | 54.0% | Q1 2026 | May 14, 2026 |
| Smart Portfolios, LLC | History | Added to | 23,290 | 3,056 | 3.05% | 3.04% | 42 | +540 | 2.37% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,130 | 3,035 | 0.0% | 0.0% | 43 | +19,894 | 614.77% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 31,875 | 2,949 | 0.01% | 0.01% | 44 | -6,290 | -16.48% | Q1 2026 | Apr 08, 2026 |
| Breakwater Capital Group | History | Added to | 21,089 | 2,767 | 0.37% | 0.38% | 45 | +589 | 2.87% | Q1 2026 | Apr 20, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 20,496 | 2,690 | 1.68% | 1.62% | 46 | -756 | -3.56% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 19,894 | 2,611 | 0.0% | 0.0% | 47 | -72 | -0.36% | Q1 2026 | May 05, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 18,075 | 2,508 | 0.41% | 0.45% | 48 | -1,603 | -8.15% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 18,704 | 2,454 | 0.0% | 0.0% | 49 | -633 | -3.27% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 18,334 | 2,406 | 0.11% | 0.12% | 50 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 17,610 | 2,311 | 0.08% | 0.06% | 51 | -75 | -0.42% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,454 | 2,159 | 0.01% | 0.0% | 52 | +3,570 | 27.71% | Q1 2026 | May 04, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 16,246 | 2,132 | 1.82% | 1.47% | 53 | +2,201 | 15.67% | Q1 2026 | Apr 24, 2026 |
| Essex Financial Services, Inc. | History | Added to | 16,215 | 2,128 | 0.12% | 0.12% | 54 | +63 | 0.39% | Q1 2026 | Apr 24, 2026 |
| Madison Asset Management, LLC | History | No change | 15,839 | 2,078 | 0.03% | 0.02% | 55 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 15,801 | 2,073 | 1.0% | 1.0% | 56 | +380 | 2.46% | Q1 2026 | May 07, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 15,411 | 2,022 | 0.01% | 0.01% | 57 | -71 | -0.46% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 15,182 | 1,992 | 0.04% | 0.04% | 58 | -50 | -0.33% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,245 | 1,881 | 0.02% | 0.01% | 59 | +6,495 | 83.81% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 13,497 | 1,771 | 0.0% | 0.0% | 60 | +1,916 | 16.54% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 13,321 | 1,748 | 0.01% | 0.01% | 61 | -5,492 | -29.19% | Q1 2026 | Jun 02, 2026 |
| Asset One Wealth Management LLC | History | New | 11,948 | 1,668 | 0.18% | — | 62 | +11,948 | New | Q1 2026 | May 12, 2026 |
| One Wealth Map LLC | History | Reduced | 11,908 | 1,645 | 0.77% | 0.86% | 63 | -461 | -3.73% | Q1 2026 | May 04, 2026 |
| WIN ADVISORS, INC | History | New | 12,011 | 1,576 | 0.72% | — | 64 | +12,011 | New | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 11,616 | 1,524 | 0.0% | — | 65 | +11,616 | New | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 11,093 | 1,455 | 0.33% | 0.34% | 66 | +149 | 1.36% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 11,061 | 1,451 | 0.0% | 0.0% | 67 | -3,898 | -26.06% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 11,007 | 1,444 | 0.11% | — | 68 | +11,007 | New | Q1 2026 | Apr 20, 2026 |
| BankPlus Trust Department | History | Reduced | 10,036 | 1,317 | 0.35% | 0.36% | 69 | -332 | -3.2% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,913 | 1,301 | 0.05% | 0.04% | 70 | +645 | 6.96% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 9,600 | 1,280 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 9,693 | 1,272 | 0.25% | 0.28% | 72 | -89 | -0.91% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 9,658 | 1,267 | 0.0% | 0.0% | 73 | -606 | -5.9% | Q1 2026 | May 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 9,576 | 1,266 | 0.04% | 0.04% | 74 | -4,750 | -33.16% | Q1 2026 | Apr 08, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 9,626 | 1,263 | 1.31% | 1.11% | 75 | +1,990 | 26.06% | Q1 2026 | May 05, 2026 |
| Argent Trust Co | History | No change | 9,412 | 1,235 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 8,946 | 1,217 | 0.33% | 0.32% | 77 | +3 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Kendall Capital Management | History | Added to | 9,265 | 1,216 | 0.25% | 0.23% | 78 | +1,183 | 14.64% | Q1 2026 | Apr 24, 2026 |
| Banque de Luxembourg S.A. | History | Reduced | 9,227 | 1,211 | 0.63% | 0.68% | 79 | -2,698 | -22.62% | Q1 2026 | Apr 14, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 9,216 | 1,209 | 0.09% | 0.09% | 80 | -17 | -0.18% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,999 | 1,181 | 0.0% | 0.0% | 81 | -4 | -0.04% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 8,618 | 1,131 | 0.12% | 0.13% | 82 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,467 | 1,111 | 0.01% | — | 83 | +8,467 | New | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 8,429 | 1,107 | 0.35% | 0.35% | 84 | +300 | 3.69% | Q1 2026 | May 14, 2026 |
| Independent Family Office, LLC | History | No change | 8,414 | 1,104 | 0.45% | 0.47% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gator Capital Management, LLC | History | No change | 8,183 | 1,074 | 0.22% | 0.22% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 7,906 | 1,037 | 0.01% | 0.02% | 87 | -74 | -0.93% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 7,549 | 990 | 0.0% | 0.0% | 88 | +887 | 13.31% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | New | 7,049 | 959 | 0.03% | — | 89 | +7,049 | New | Q1 2026 | Apr 09, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 7,025 | 922 | 0.0% | 0.0% | 90 | -142 | -1.98% | Q1 2026 | May 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 6,959 | 913 | 0.42% | 0.33% | 91 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,698 | 879 | 0.0% | 0.0% | 92 | +123 | 1.87% | Q1 2026 | May 15, 2026 |
| S.A. Mason LLC | History | Reduced | 6,701 | 879 | 0.33% | 0.36% | 93 | -20 | -0.3% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 6,652 | 873 | 0.01% | 0.01% | 94 | +1 | 0.02% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,429 | 843 | 0.0% | 0.0% | 95 | +4,442 | 223.55% | Q1 2026 | May 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 6,329 | 830 | 0.09% | 0.09% | 96 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,236 | 818 | 0.03% | — | 97 | +6,236 | New | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 6,213 | 815 | 0.02% | 0.02% | 98 | +600 | 10.69% | Q1 2026 | May 15, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 6,215 | 815 | 0.49% | 0.53% | 99 | -202 | -3.15% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 6,065 | 795 | 0.0% | 0.0% | 100 | +117 | 1.97% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,053 | 794 | 0.02% | 0.01% | 101 | +3,825 | 171.68% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,008 | 788 | 0.0% | 0.0% | 102 | -1,447 | -19.41% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 5,929 | 778 | 0.02% | — | 103 | +5,929 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,548 | 728 | 0.0% | 0.0% | 104 | +3,248 | 141.22% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,531 | 725 | 0.1% | 0.12% | 105 | -409 | -6.89% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,343 | 701 | 0.01% | 0.01% | 106 | +540 | 11.24% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 5,315 | 697 | 0.0% | 0.0% | 107 | +95 | 1.82% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,060 | 664 | 0.0% | 0.0% | 108 | -31 | -0.61% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | No change | 5,000 | 656 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 4,968 | 652 | 0.3% | 0.29% | 110 | +7 | 0.14% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Management, LLC | History | New | 4,934 | 647 | 0.02% | — | 111 | +4,934 | New | Q1 2026 | May 06, 2026 |
| TSFG, LLC | History | Reduced | 4,919 | 646 | 0.1% | 0.13% | 112 | -1,583 | -24.35% | Q1 2026 | Apr 27, 2026 |
| BigSur Wealth Management LLC | History | No change | 4,900 | 643 | 0.18% | 0.16% | 113 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,515 | 628 | 0.01% | 0.02% | 114 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Navigation Group, LLC | History | New | 4,700 | 616 | 0.14% | — | 115 | +4,700 | New | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 4,656 | 611 | 0.0% | 0.0% | 116 | +80 | 1.75% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | No change | 4,657 | 611 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | New | 4,551 | 597 | 0.01% | — | 118 | +4,551 | New | Q1 2026 | May 05, 2026 |
| Ethos Financial Group, LLC | History | No change | 4,334 | 582 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 4,420 | 580 | 0.01% | 0.01% | 120 | -214 | -4.62% | Q1 2026 | Apr 14, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 4,385 | 575 | 0.46% | 0.47% | 121 | +3 | 0.07% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,377 | 574 | 0.04% | 0.05% | 122 | -492 | -10.1% | Q1 2026 | May 05, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 4,359 | 572 | 0.19% | 0.2% | 123 | +32 | 0.74% | Q1 2026 | Apr 09, 2026 |
| JBR Co Financial Management Inc | History | No change | 4,127 | 554 | 0.23% | 0.23% | 124 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4,206 | 552 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,153 | 545 | 0.0% | 0.0% | 126 | -194 | -4.46% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 4,125 | 541 | 0.01% | 0.01% | 127 | -206 | -4.76% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 4,125 | 541 | 0.01% | 0.03% | 128 | -206 | -4.76% | Q1 2026 | Apr 27, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 4,070 | 534 | 0.33% | 0.33% | 129 | +1 | 0.02% | Q1 2026 | Apr 16, 2026 |
| Asset Dedication, LLC | History | No change | 4,019 | 527 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Sensible Money, LLC | History | No change | 4,019 | 527 | 0.16% | 0.17% | 131 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,933 | 516 | 0.0% | 0.0% | 132 | -62 | -1.55% | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 3,864 | 510 | 0.01% | 0.01% | 133 | -62 | -1.58% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,765 | 494 | 0.0% | 0.0% | 134 | +1 | 0.03% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,606 | 473 | 0.0% | 0.0% | 135 | -440 | -10.87% | Q1 2026 | Apr 22, 2026 |
| Stokes Family Office, LLC | History | Reduced | 3,600 | 472 | 0.05% | 0.05% | 136 | -440 | -10.89% | Q1 2026 | May 11, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 3,444 | 442 | 0.5% | 0.49% | 137 | -318 | -8.45% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 3,303 | 433 | 0.01% | 0.01% | 138 | +304 | 10.14% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,276 | 429 | 0.0% | 0.0% | 139 | +222 | 7.27% | Q1 2026 | Apr 20, 2026 |
| M&T BANK CORP | History | No change | 3,250 | 426 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 3,236 | 424 | 0.04% | 0.04% | 141 | +1 | 0.03% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | No change | 3,218 | 422 | 0.09% | 0.1% | 142 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Osbon Capital Management LLC | History | No change | 3,124 | 410 | 0.33% | 0.39% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 3,116 | 408 | 0.0% | 0.0% | 144 | +1,050 | 50.82% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 3,085 | 404 | 0.01% | 0.01% | 145 | +2 | 0.06% | Q1 2026 | Apr 10, 2026 |
| Independent Advisor Alliance | History | New | 2,982 | 391 | 0.0% | — | 146 | +2,982 | New | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,952 | 387 | 0.0% | — | 148 | +2,952 | New | Q1 2026 | May 12, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 2,953 | 387 | 0.29% | 0.29% | 147 | -8 | -0.27% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,938 | 385 | 0.01% | 0.01% | 149 | -132 | -4.3% | Q1 2026 | Apr 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,908 | 381 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 2,900 | 380 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,876 | 377 | 0.0% | 0.0% | 152 | +2,126 | 283.47% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,830 | 371 | 0.0% | 0.0% | 153 | +483 | 20.58% | Q1 2026 | May 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 2,715 | 356 | 0.23% | 0.25% | 155 | -165 | -5.73% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,656 | 356 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Miller Investment Management, LP | History | No change | 2,675 | 351 | 0.03% | 0.04% | 156 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrity Wealth Partners, LLC | History | New | 2,664 | 349 | 0.31% | — | 157 | +2,664 | New | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,656 | 348 | 0.0% | — | 158 | +2,656 | New | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | New | 2,654 | 348 | 0.03% | — | 159 | +2,654 | New | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | New | 2,635 | 345 | 0.01% | — | 160 | +2,635 | New | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Reduced | 2,601 | 341 | 0.0% | 0.0% | 161 | -127 | -4.66% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | No change | 2,554 | 335 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,500 | 328 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 2,497 | 327 | 0.09% | 0.09% | 164 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 2,489 | 326 | 0.02% | 0.02% | 165 | -86 | -3.34% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 2,442 | 322 | 0.02% | 0.03% | 166 | -467 | -16.05% | Q1 2026 | Apr 27, 2026 |
| Tidemark, LLC | History | Added to | 2,385 | 312 | 0.08% | 0.09% | 167 | +1 | 0.04% | Q1 2026 | May 07, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 2,325 | 305 | 0.23% | 0.16% | 168 | +724 | 45.22% | Q1 2026 | May 08, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 2,321 | 304 | 0.26% | — | 169 | +2,321 | New | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | No change | 2,253 | 295 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 2,199 | 288 | 0.02% | 0.02% | 171 | -39 | -1.74% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 2,131 | 286 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,171 | 284 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,140 | 280 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | No change | 2,125 | 278 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aspect Partners, LLC | History | Added to | 2,111 | 277 | 0.11% | 0.12% | 176 | +3 | 0.14% | Q1 2026 | Apr 02, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 2,130 | 276 | 0.06% | 0.15% | 177 | -4,357 | -67.17% | Q1 2026 | Apr 22, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 1,998 | 262 | 0.17% | 0.12% | 179 | +695 | 53.34% | Q1 2026 | Apr 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,000 | 262 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 1,984 | 260 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 1,980 | 259 | 0.11% | 0.1% | 181 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,883 | 247 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 1,848 | 242 | 0.01% | 0.01% | 183 | +21 | 1.15% | Q1 2026 | May 19, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 1,842 | 241 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sentry LLC | History | No change | 1,825 | 239 | 0.08% | 0.07% | 185 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,751 | 235 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WEDBUSH SECURITIES INC | History | New | 1,751 | 230 | 0.01% | — | 187 | +1,751 | New | Q1 2026 | Apr 21, 2026 |
| NOVEM GROUP | History | Added to | 1,723 | 226 | 0.03% | 0.03% | 188 | +3 | 0.17% | Q1 2026 | Apr 10, 2026 |
| Tactive Advisors, LLC | History | Added to | 1,682 | 220 | 0.06% | 0.07% | 189 | +29 | 1.75% | Q1 2026 | Apr 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 1,667 | 218 | 0.0% | 0.0% | 190 | +77 | 4.84% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,654 | 217 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 1,640 | 215 | 0.18% | — | 192 | +1,640 | New | Q1 2026 | Apr 13, 2026 |
| Apollon Wealth Management, LLC | History | New | 1,624 | 213 | 0.0% | — | 193 | +1,624 | New | Q1 2026 | Apr 22, 2026 |
| TPG Advisors LLC | History | No change | 1,609 | 211 | 0.13% | 0.13% | 194 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,600 | 209 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 1,532 | 201 | 0.0% | 0.0% | 197 | -100 | -6.13% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,534 | 201 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,423 | 186 | 0.0% | 0.0% | 198 | +1 | 0.07% | Q1 2026 | Jun 02, 2026 |
| Burk Holdings LLC | History | New | 1,400 | 183 | 0.08% | — | 199 | +1,400 | New | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 1,208 | 158 | 0.0% | 0.0% | 200 | +588 | 94.84% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,180 | 154 | 0.01% | 0.01% | 201 | +329 | 38.66% | Q1 2026 | Apr 30, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,041 | 136 | 0.04% | 0.04% | 202 | -39 | -3.61% | Q1 2026 | Apr 13, 2026 |
| Dunhill Financial, LLC | History | No change | 1,005 | 131 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 940 | 124 | 0.01% | 0.01% | 204 | +291 | 44.84% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | No change | 813 | 107 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bangor Savings Bank | History | No change | 765 | 100 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 730 | 95 | 0.0% | 0.0% | 207 | -303 | -29.33% | Q1 2026 | Apr 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 700 | 91 | 0.03% | 0.04% | 208 | -100 | -12.5% | Q1 2026 | Apr 24, 2026 |
| Main Street Group, LTD | History | New | 605 | 79 | 0.02% | — | 209 | +605 | New | Q1 2026 | May 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 600 | 78 | 0.01% | — | 211 | +600 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 599 | 78 | 0.0% | 0.0% | 210 | +376 | 168.61% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 567 | 76 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Added to | 535 | 70 | 0.0% | 0.0% | 213 | +1 | 0.19% | Q1 2026 | Apr 06, 2026 |
| WHITTIER TRUST CO | History | Added to | 504 | 67 | 0.0% | 0.0% | 214 | +1 | 0.2% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 484 | 64 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 451 | 59 | 0.0% | 0.0% | 216 | +57 | 14.47% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | No change | 453 | 59 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 437 | 57 | 0.0% | 0.0% | 218 | -51 | -10.45% | Q1 2026 | May 06, 2026 |
| Axiom Investment Management LLC | History | New | 400 | 52 | 0.04% | — | 220 | +400 | New | Q1 2026 | May 26, 2026 |
| Crews Bank & Trust | History | No change | 400 | 52 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 382 | 50 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 351 | 46 | 0.0% | 0.0% | 222 | -113 | -24.35% | Q1 2026 | Apr 13, 2026 |
| BARCLAYS PLC | History | New | 336 | 44 | 0.0% | — | 223 | +336 | New | Q1 2026 | May 14, 2026 |
| Grove Bank & Trust | History | No change | 300 | 39 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Larson Financial Group LLC | History | No change | 300 | 39 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 291 | 38 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Creative Capital Management Investments LLC | History | No change | 288 | 37 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Addison Advisors LLC | History | No change | 264 | 34 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 250 | 32 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 250 | 32 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Noble Wealth Management PBC | History | No change | 233 | 30 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Costello Asset Management, INC | History | Added to | 217 | 28 | 0.01% | 0.01% | 232 | +1 | 0.46% | Q1 2026 | Apr 30, 2026 |
| Bernard Wealth Management Corp. | History | No change | 130 | 17 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | No change | 125 | 16 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 112 | 15 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 110 | 14 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 100 | 13 | 0.0% | — | 243 | +100 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 104 | 13 | 0.0% | 0.0% | 240 | -23 | -18.11% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 100 | 13 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 13 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 100 | 13 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 101 | 13 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | No change | 104 | 13 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 75 | 9 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kozak & Associates, Inc. | History | No change | 60 | 8 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 50 | 6 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 41 | 5 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 37 | 4 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WFA of San Diego, LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 16 | 2 | 0.0% | 0.0% | 251 | -29 | -64.44% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 21 | 2 | 0.0% | — | 252 | +21 | New | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 17 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,678 | -100.0% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Dana Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,403 | -100.0% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -4,908 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,101 | -100.0% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -2,269 | -100.0% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,934 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,818 | -100.0% | Q1 2026 | Apr 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,701 | -100.0% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,690 | -100.0% | Q1 2026 | Apr 08, 2026 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,683 | -100.0% | Q1 2026 | May 21, 2026 |
| KTF INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,595 | -100.0% | Q1 2026 | May 04, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,513 | -100.0% | Q1 2026 | May 04, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q1 2026 | May 01, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -521 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -512 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -261 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -207 | -100.0% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |