INVESCO EXCHANGE-TRADED FUND TRUST - PSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Reduced | 491,790 | 46,415 | 0.05% | 0.05% | 1 | -51,450 | -9.47% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 443,388 | 41,847 | 0.0% | 0.0% | 2 | -73,548 | -14.23% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 409,599 | 38,657 | 0.01% | 0.01% | 3 | +2,114 | 0.52% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 269,953 | 25,478 | 0.0% | 0.0% | 4 | -15,856 | -5.55% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 204,267 | 19,278 | 0.01% | 0.0% | 5 | +8,132 | 4.15% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 193,485 | 18,261 | 0.2% | — | 6 | +193,485 | New | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 185,677 | 17,524 | 0.02% | 0.02% | 7 | +4,296 | 2.37% | Q1 2026 | May 13, 2026 |
| Warner Group LLC | History | Reduced | 184,291 | 17,393 | 11.36% | 9.03% | 8 | -1,573 | -0.85% | Q1 2026 | Apr 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 142,350 | 13,434 | 0.02% | 0.03% | 9 | -34,821 | -19.65% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 140,433 | 13,253 | 0.0% | 0.0% | 10 | +7,482 | 5.63% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 112,024 | 10,572 | 0.0% | 0.0% | 11 | -4,150 | -3.57% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 101,373 | 9,567 | 0.01% | 0.01% | 12 | -2,078 | -2.01% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 90,000 | 8,494 | 0.0% | 0.0% | 13 | +49,750 | 123.6% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 83,103 | 7,837 | 0.01% | 0.01% | 14 | -1,987 | -2.34% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 72,400 | 6,833 | 0.02% | 0.02% | 15 | -10,857 | -13.04% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 69,751 | 6,583 | 0.02% | 0.01% | 16 | -6,607 | -8.65% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 65,790 | 6,209 | 0.01% | 0.01% | 17 | +3,152 | 5.03% | Q1 2026 | May 15, 2026 |
| Artesa Financial Group, LLC | History | Added to | 64,447 | 6,082 | 5.8% | 5.15% | 18 | +929 | 1.46% | Q1 2026 | Apr 21, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 61,208 | 5,776 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 54,508 | 5,144 | 0.02% | 0.02% | 20 | +2,369 | 4.54% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 52,482 | 4,953 | 0.0% | — | 21 | +52,482 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 52,358 | 4,941 | 0.07% | 0.06% | 22 | -158 | -0.3% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 51,858 | 4,894 | 0.01% | 0.01% | 23 | -35 | -0.07% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 45,554 | 4,299 | 0.0% | 0.0% | 24 | -3,584 | -7.29% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 45,075 | 4,201 | 0.0% | 0.0% | 25 | +12,053 | 36.5% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 44,048 | 4,157 | 0.0% | 0.0% | 26 | +51 | 0.12% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 43,910 | 4,144 | 0.01% | 0.0% | 27 | -2,071 | -4.5% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Added to | 39,089 | 3,689 | 0.05% | 0.02% | 28 | +20,029 | 105.08% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 38,086 | 3,594 | 0.0% | 0.0% | 29 | +223 | 0.59% | Q1 2026 | May 07, 2026 |
| Triton Financial Group Inc | History | Added to | 36,201 | 3,133 | 5.46% | 0.95% | 30 | +17,924 | 98.07% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 31,745 | 2,996 | 0.0% | 0.0% | 31 | +7,967 | 33.51% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Added to | 21,535 | 2,739 | 0.19% | 0.11% | 32 | +1,249 | 6.16% | Q1 2026 | May 12, 2026 |
| Nilsine Partners, LLC | History | Reduced | 17,427 | 2,278 | 0.18% | 0.12% | 33 | -712 | -3.93% | Q1 2026 | Apr 29, 2026 |
| BIP Wealth, LLC | History | Reduced | 24,127 | 2,277 | 0.09% | 0.07% | 34 | -125 | -0.52% | Q1 2026 | Apr 27, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 21,017 | 1,983 | 0.22% | — | 35 | +21,017 | New | Q1 2026 | May 11, 2026 |
| Bawa N Mallick Trust | History | No change | 20,000 | 1,887 | 0.77% | 0.59% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 19,744 | 1,863 | 0.03% | 0.03% | 37 | -14 | -0.07% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,160 | 1,713 | 0.0% | 0.0% | 38 | +15,555 | 597.12% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 17,639 | 1,664 | 0.02% | 0.02% | 39 | -98 | -0.55% | Q1 2026 | May 13, 2026 |
| Members Advisory Group LLC | History | New | 17,067 | 1,610 | 0.55% | — | 40 | +17,067 | New | Q1 2026 | May 05, 2026 |
| Financial Management Professionals, Inc. | History | New | 15,375 | 1,451 | 0.16% | — | 41 | +15,375 | New | Q1 2026 | Apr 15, 2026 |
| Mission Hills Financial Advisory, LLC | History | Reduced | 14,711 | 1,388 | 0.71% | 0.62% | 42 | -189 | -1.27% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,468 | 1,271 | 0.03% | 0.01% | 43 | +7,734 | 134.88% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 13,294 | 1,254 | 0.01% | — | 44 | +13,294 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 12,730 | 1,201 | 0.03% | 0.02% | 45 | -679 | -5.06% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 11,341 | 1,070 | 0.0% | 0.0% | 46 | +7,315 | 181.69% | Q1 2026 | May 15, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 11,020 | 1,040 | 0.7% | 0.53% | 47 | +785 | 7.67% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,893 | 1,028 | 0.0% | 0.0% | 48 | +780 | 7.71% | Q1 2026 | May 08, 2026 |
| Envision Financial Transparency, LLC | History | New | 10,595 | 1,000 | 0.97% | — | 49 | +10,595 | New | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,503 | 991 | 0.0% | — | 50 | +10,503 | New | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 11,075 | 980 | 0.06% | 0.04% | 51 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Reduced | 9,694 | 914 | 0.0% | 0.0% | 52 | -302 | -3.02% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | No change | 9,664 | 912 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Square, LLC | History | Added to | 6,628 | 893 | 0.41% | 0.26% | 54 | +225 | 3.51% | Q1 2026 | May 11, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 9,205 | 868 | 0.41% | — | 55 | +9,205 | New | Q1 2026 | Apr 27, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 8,855 | 835 | 0.03% | 0.02% | 56 | +1,020 | 13.02% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Reduced | 8,647 | 816 | 0.04% | 0.03% | 57 | -200 | -2.26% | Q1 2026 | Apr 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 8,080 | 762 | 0.09% | 0.08% | 58 | -10 | -0.12% | Q1 2026 | May 05, 2026 |
| Caprock Group, LLC | History | No change | 7,975 | 752 | 0.02% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,694 | 726 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 7,395 | 697 | 0.03% | 0.02% | 61 | -480 | -6.1% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,385 | 696 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 7,359 | 694 | 0.01% | 0.01% | 63 | -62 | -0.84% | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | New | 7,332 | 692 | 0.04% | — | 64 | +7,332 | New | Q1 2026 | Apr 30, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 6,850 | 646 | 0.4% | 0.32% | 65 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 6,822 | 643 | 0.03% | 0.02% | 66 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 6,440 | 607 | 0.02% | 0.01% | 67 | -767 | -10.64% | Q1 2026 | Apr 21, 2026 |
| Creative Planning | History | Reduced | 6,104 | 576 | 0.0% | 0.0% | 68 | -88 | -1.42% | Q1 2026 | May 12, 2026 |
| Belvedere Trading LLC | History | Reduced | 6,100 | 575 | 0.0% | 0.0% | 69 | -1,000 | -14.08% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,031 | 569 | 0.01% | 0.01% | 70 | +1,387 | 29.87% | Q1 2026 | May 15, 2026 |
| KKM Financial LLC | History | No change | 7,145 | 563 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 5,875 | 554 | 0.01% | — | 72 | +5,875 | New | Q1 2026 | Apr 28, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 5,553 | 524 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | No change | 5,556 | 524 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Secure Asset Management, LLC | History | Added to | 5,459 | 515 | 0.08% | 0.04% | 75 | +2,491 | 83.93% | Q1 2026 | Apr 09, 2026 |
| Wellington Shields & Co., LLC | History | No change | 5,142 | 485 | 0.12% | 0.1% | 76 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 5,028 | 474 | 0.02% | 0.03% | 77 | -1,849 | -26.89% | Q1 2026 | Apr 28, 2026 |
| Keystone Wealth Services, LLC | History | New | 4,769 | 450 | 0.1% | — | 78 | +4,769 | New | Q1 2026 | May 13, 2026 |
| McGuire Investment Group, LLC | History | No change | 4,698 | 443 | 0.05% | 0.04% | 79 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,658 | 439 | 0.0% | 0.0% | 80 | +1,658 | 55.27% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,631 | 437 | 0.01% | 0.0% | 81 | -220 | -4.54% | Q1 2026 | Apr 20, 2026 |
| BlackRock, Inc. | History | New | 4,560 | 430 | 0.0% | — | 82 | +4,560 | New | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,332 | 420 | 0.02% | 0.02% | 83 | -67 | -1.52% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,405 | 415 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,323 | 408 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 4,315 | 407 | 0.04% | 0.04% | 86 | -50 | -1.15% | Q1 2026 | May 13, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 4,215 | 397 | 0.07% | 0.07% | 87 | -486 | -10.34% | Q1 2026 | Apr 20, 2026 |
| Focus Financial Network, Inc. | History | New | 4,122 | 389 | 0.01% | — | 88 | +4,122 | New | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,071 | 384 | 0.0% | 0.0% | 89 | +195 | 5.03% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Reduced | 4,040 | 381 | 0.02% | 0.02% | 90 | -347 | -7.91% | Q1 2026 | May 05, 2026 |
| Carr Financial Group Corp | History | Added to | 4,037 | 380 | 0.1% | 0.06% | 91 | +1,058 | 35.52% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,890 | 377 | 0.02% | 0.02% | 92 | -598 | -13.32% | Q1 2026 | May 12, 2026 |
| Independent Wealth Advisors LLC | History | No change | 3,972 | 374 | 0.37% | 0.33% | 93 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 3,950 | 372 | 0.05% | 0.05% | 94 | -300 | -7.06% | Q1 2026 | May 14, 2026 |
| SFI Advisors, LLC | History | Reduced | 3,922 | 370 | 0.39% | 0.66% | 95 | -9,126 | -69.94% | Q1 2026 | May 05, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 3,907 | 369 | 0.32% | 0.25% | 96 | -68 | -1.71% | Q1 2026 | Apr 27, 2026 |
| WNY Asset Management, LLC | History | New | 3,910 | 368 | 0.04% | — | 97 | +3,910 | New | Q1 2026 | May 22, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 1,080 | 354 | 0.06% | — | 98 | +1,080 | New | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,606 | 340 | 0.01% | 0.01% | 99 | -531 | -12.84% | Q1 2026 | Apr 14, 2026 |
| Dedeker Financial LLC | History | No change | 3,570 | 336 | 0.29% | 0.25% | 100 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,742 | 331 | 0.0% | 0.0% | 101 | +850 | 29.39% | Q1 2026 | May 13, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 3,498 | 330 | 0.15% | 0.15% | 102 | -24 | -0.68% | Q1 2026 | May 13, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 3,425 | 323 | 0.2% | 0.16% | 103 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | New | 2,132 | 318 | 0.01% | — | 104 | +2,132 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,333 | 314 | 0.0% | 0.0% | 105 | +350 | 11.73% | Q1 2026 | Apr 30, 2026 |
| Sovran Advisors, LLC | History | No change | 2,268 | 303 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fulcrum Equity Management | History | Reduced | 3,164 | 298 | 0.29% | 0.3% | 107 | -773 | -19.63% | Q1 2026 | Apr 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,972 | 293 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 3,093 | 292 | 0.03% | 0.01% | 109 | +2,136 | 223.2% | Q1 2026 | Apr 28, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 3,000 | 283 | 0.08% | 0.07% | 110 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 3,000 | 283 | 0.18% | 0.16% | 111 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| EQUITABLE TRUST CO | History | New | 2,989 | 282 | 0.01% | — | 113 | +2,989 | New | Q1 2026 | Apr 30, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,997 | 282 | 0.02% | 0.02% | 112 | -185 | -5.81% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | New | 2,928 | 276 | 0.0% | — | 114 | +2,928 | New | Q1 2026 | May 05, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,922 | 275 | 0.13% | 0.11% | 115 | +10 | 0.34% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 2,847 | 268 | 0.0% | 0.01% | 116 | -1,693 | -37.29% | Q1 2026 | Apr 23, 2026 |
| Harvest Investment Services, LLC | History | No change | 2,782 | 262 | 0.05% | 0.04% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 2,706 | 255 | 0.0% | 0.0% | 118 | -718 | -20.97% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 2,697 | 254 | 0.0% | 0.0% | 119 | -31 | -1.14% | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,595 | 244 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisor OS, LLC | History | No change | 2,595 | 244 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Added to | 2,582 | 243 | 0.01% | 0.01% | 122 | +52 | 2.06% | Q1 2026 | Apr 22, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 1,800 | 238 | 0.05% | — | 123 | +1,800 | New | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | New | 2,511 | 236 | 0.0% | — | 124 | +2,511 | New | Q1 2026 | Apr 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 2,403 | 226 | 0.01% | — | 125 | +2,403 | New | Q1 2026 | May 14, 2026 |
| Clarus Wealth Advisors | History | No change | 2,250 | 223 | 0.1% | 0.08% | 126 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Western Financial Corp/CA | History | New | 2,342 | 221 | 0.09% | — | 127 | +2,342 | New | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | New | 2,339 | 220 | 0.0% | — | 128 | +2,339 | New | Q1 2026 | May 18, 2026 |
| Sigma Planning Corp | History | New | 2,242 | 211 | 0.01% | — | 129 | +2,242 | New | Q1 2026 | May 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 2,176 | 205 | 0.01% | — | 130 | +2,176 | New | Q1 2026 | Apr 09, 2026 |
| MONECO ADVISORS, LLC | History | New | 2,145 | 202 | 0.02% | — | 131 | +2,145 | New | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,135 | 201 | 0.01% | 0.01% | 132 | -45 | -2.06% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,829 | 172 | 0.0% | 0.0% | 133 | -2,823 | -60.68% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,368 | 129 | 0.0% | — | 134 | +1,368 | New | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,303 | 123 | 0.0% | 0.0% | 135 | -689 | -34.59% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 1,166 | 110 | 0.0% | 0.0% | 136 | +112 | 10.63% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,258 | 99 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wall Street Financial Group, Inc. | History | New | 1,040 | 98 | 0.06% | — | 138 | +1,040 | New | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Added to | 991 | 93 | 0.01% | 0.01% | 139 | +34 | 3.55% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 965 | 91 | 0.0% | 0.0% | 140 | +130 | 15.57% | Q1 2026 | May 13, 2026 |
| Aspect Partners, LLC | History | No change | 912 | 86 | 0.04% | 0.03% | 141 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 849 | 80 | 0.01% | 0.01% | 142 | -100 | -10.54% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 764 | 74 | 0.01% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 778 | 73 | 0.01% | — | 145 | +778 | New | Q1 2026 | Apr 08, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 782 | 73 | 0.06% | 0.05% | 144 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 768 | 72 | 0.0% | 0.0% | 146 | -482 | -38.56% | Q1 2026 | May 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 750 | 70 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 795 | 62 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 626 | 59 | 0.0% | 0.0% | 149 | +50 | 8.68% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 450 | 42 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 425 | 40 | 0.0% | — | 152 | +425 | New | Q1 2026 | May 08, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 425 | 40 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 417 | 39 | 0.01% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ascentis Independent Advisors | History | New | 300 | 28 | 0.0% | — | 156 | +300 | New | Q1 2026 | Apr 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 300 | 28 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cheviot Value Management, LLC | History | No change | 300 | 28 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 288 | 27 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NFSG Corp | History | Added to | 280 | 26 | 0.0% | 0.0% | 158 | +100 | 55.56% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 274 | 25 | 0.0% | — | 159 | +274 | New | Q1 2026 | May 01, 2026 |
| Portus Wealth Advisors, LLC | History | New | 242 | 22 | 0.02% | — | 161 | +242 | New | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | No change | 234 | 22 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | New | 225 | 21 | 0.0% | — | 164 | +225 | New | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | No change | 229 | 21 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | No change | 231 | 21 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 180 | 17 | 0.0% | 0.0% | 166 | -825 | -82.09% | Q1 2026 | Apr 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 190 | 17 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 150 | 14 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 130 | 12 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Main Street Group, LTD | History | New | 121 | 11 | 0.0% | — | 171 | +121 | New | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 127 | 11 | 0.0% | 0.0% | 170 | +76 | 149.02% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 141 | 11 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | No change | 68 | 6 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | New | 60 | 5 | 0.0% | — | 174 | +60 | New | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 61 | 5 | 0.0% | 0.0% | 173 | +16 | 35.56% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 50 | 4 | 0.0% | — | 176 | +50 | New | Q1 2026 | May 19, 2026 |
| Root Financial Partners, LLC | History | New | 50 | 4 | 0.0% | — | 177 | +50 | New | Q1 2026 | Apr 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 60 | 4 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 25 | 3 | 0.0% | 0.0% | 178 | +1 | 4.17% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | New | 2,186 | 2 | 0.0% | — | 179 | +2,186 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | New | 11 | 1 | 0.0% | — | 180 | +11 | New | Q1 2026 | May 08, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -69,203 | -100.0% | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -39,496 | -100.0% | Q1 2026 | May 20, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,405 | -100.0% | Q1 2026 | May 13, 2026 |
| Argent Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -4,803 | -100.0% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,439 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Andina Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,325 | -100.0% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,709 | -100.0% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,665 | -100.0% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -845 | -100.0% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -753 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -175 | -100.0% | Q1 2026 | May 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 08, 2026 |
| Meramec Financial Planners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |