INVESCO EXCHANGE-TRADED FUND TRUST - PSI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 543,240 | 42,839 | 0.05% | 0.01% | 1 | +365,438 | 205.53% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 516,936 | 40,765 | 0.0% | 0.0% | 2 | +275,928 | 114.49% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 407,485 | 32,134 | 0.01% | 0.01% | 3 | +44,235 | 12.18% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 285,809 | 22,538 | 0.0% | 0.0% | 4 | +55,674 | 24.19% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 196,135 | 15,467 | 0.0% | 0.0% | 5 | +99,832 | 103.66% | Q4 2025 | Feb 18, 2026 |
| Warner Group LLC | History | Reduced | 185,864 | 14,657 | 9.03% | 9.34% | 6 | -7,044 | -3.65% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 181,381 | 14,303 | 0.02% | 0.02% | 7 | -16,223 | -8.21% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 177,171 | 13,971 | 0.03% | 0.03% | 8 | -21,689 | -10.91% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 132,951 | 10,485 | 0.0% | — | 9 | +132,951 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 116,174 | 9,161 | 0.0% | 0.0% | 10 | -12,018 | -9.38% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 103,451 | 8,158 | 0.01% | 0.01% | 11 | +1,485 | 1.46% | Q4 2025 | Feb 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 85,090 | 6,707 | 0.01% | 0.01% | 12 | +2,050 | 2.47% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 83,257 | 6,566 | 0.02% | 0.02% | 13 | +2,545 | 3.15% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 76,358 | 6,021 | 0.01% | 0.02% | 14 | -4,029 | -5.01% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | New | 69,203 | 5,457 | 0.32% | — | 15 | +69,203 | New | Q4 2025 | Feb 04, 2026 |
| Artesa Financial Group, LLC | History | New | 63,518 | 5,009 | 5.15% | — | 16 | +63,518 | New | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 62,638 | 4,939 | 0.01% | 0.01% | 17 | +2,169 | 3.59% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 61,208 | 4,826 | 0.06% | 0.07% | 18 | -19,122 | -23.8% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 52,516 | 4,141 | 0.06% | 0.05% | 19 | +3,890 | 8.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 52,139 | 4,111 | 0.02% | 0.02% | 20 | +6,600 | 14.49% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 51,893 | 4,092 | 0.01% | 0.01% | 21 | -13,898 | -21.12% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 49,138 | 3,875 | 0.0% | 0.0% | 22 | +34,533 | 236.45% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 45,981 | 3,626 | 0.0% | 0.0% | 23 | +41,210 | 863.76% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 43,997 | 3,469 | 0.0% | 0.0% | 24 | +13,977 | 46.56% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 40,250 | 3,174 | 0.0% | 0.0% | 25 | +10,250 | 34.17% | Q4 2025 | Feb 10, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 39,496 | 3,115 | 0.19% | 0.19% | 26 | -2,766 | -6.54% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 37,863 | 2,985 | 0.0% | 0.0% | 27 | +4,071 | 12.05% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 33,022 | 2,604 | 0.0% | 0.0% | 28 | +9,015 | 37.55% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | New | 24,252 | 1,912 | 0.07% | — | 29 | +24,252 | New | Q4 2025 | Jan 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 23,778 | 1,875 | 0.0% | 0.0% | 30 | +6,418 | 36.97% | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | New | 20,286 | 1,600 | 0.11% | — | 31 | +20,286 | New | Q4 2025 | Feb 11, 2026 |
| Bawa N Mallick Trust | History | No change | 20,000 | 1,577 | 0.59% | 0.53% | 32 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 19,758 | 1,558 | 0.03% | 0.02% | 33 | +4,933 | 33.27% | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Reduced | 19,060 | 1,503 | 0.02% | 0.02% | 34 | -711 | -3.6% | Q4 2025 | Feb 13, 2026 |
| Triton Financial Group Inc | History | Reduced | 18,277 | 1,441 | 0.95% | 0.87% | 35 | -249 | -1.34% | Q4 2025 | Feb 03, 2026 |
| Nilsine Partners, LLC | History | New | 18,139 | 1,430 | 0.12% | — | 36 | +18,139 | New | Q4 2025 | Jan 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 17,737 | 1,398 | 0.02% | 0.02% | 37 | -982 | -5.25% | Q4 2025 | Feb 12, 2026 |
| Mission Hills Financial Advisory, LLC | History | Reduced | 14,900 | 1,175 | 0.62% | 0.58% | 38 | -595 | -3.84% | Q4 2025 | Feb 02, 2026 |
| DRW Securities, LLC | History | No change | 14,405 | 1,135 | 0.03% | 0.02% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SFI Advisors, LLC | History | No change | 13,048 | 1,028 | 0.66% | 0.58% | 40 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,075 | 873 | 0.04% | 0.04% | 41 | -228 | -2.02% | Q4 2025 | Feb 17, 2026 |
| Valley Brook Capital Group, Inc. | History | Reduced | 10,235 | 807 | 0.53% | 0.49% | 42 | -200 | -1.92% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,113 | 797 | 0.0% | 0.0% | 43 | +576 | 6.04% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 9,996 | 788 | 0.0% | 0.0% | 44 | +1,289 | 14.8% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | No change | 9,664 | 762 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PFG Investments, LLC | History | Added to | 8,847 | 697 | 0.03% | 0.03% | 46 | +1 | 0.01% | Q4 2025 | Jan 26, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 8,090 | 638 | 0.08% | 0.07% | 47 | -422 | -4.96% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | No change | 7,975 | 628 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 7,875 | 621 | 0.02% | 0.02% | 49 | -65 | -0.82% | Q4 2025 | Jan 27, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 7,835 | 617 | 0.02% | — | 50 | +7,835 | New | Q4 2025 | Jan 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,694 | 606 | 0.0% | — | 51 | +7,694 | New | Q4 2025 | Feb 18, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,421 | 585 | 0.01% | 0.01% | 52 | +67 | 0.91% | Q4 2025 | Feb 02, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,385 | 582 | 0.04% | 0.04% | 53 | -410 | -5.26% | Q4 2025 | Feb 03, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 7,207 | 568 | 0.01% | 0.01% | 54 | -730 | -9.2% | Q4 2025 | Feb 03, 2026 |
| KKM Financial LLC | History | Added to | 7,145 | 563 | 0.1% | 0.15% | 55 | +296 | 4.32% | Q4 2025 | Feb 18, 2026 |
| Belvedere Trading LLC | History | Reduced | 7,100 | 559 | 0.0% | 0.0% | 56 | -300 | -4.05% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 6,877 | 542 | 0.03% | 0.02% | 57 | -932 | -11.93% | Q4 2025 | Jan 21, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 6,850 | 540 | 0.32% | 0.34% | 58 | -1,150 | -14.37% | Q4 2025 | Feb 05, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 6,822 | 537 | 0.02% | 0.02% | 59 | -200 | -2.85% | Q4 2025 | Feb 04, 2026 |
| Capital Square, LLC | History | Added to | 6,403 | 504 | 0.26% | 0.21% | 60 | +459 | 7.72% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 6,192 | 488 | 0.0% | 0.0% | 61 | +142 | 2.35% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,734 | 452 | 0.01% | 0.0% | 62 | +4,982 | 662.5% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 5,556 | 438 | 0.0% | 0.0% | 63 | +300 | 5.71% | Q4 2025 | Feb 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 5,553 | 437 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,399 | 407 | 0.02% | 0.0% | 65 | +4,370 | 15068.97% | Q4 2025 | Jan 21, 2026 |
| Wellington Shields & Co., LLC | History | New | 5,142 | 405 | 0.1% | — | 66 | +5,142 | New | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,851 | 382 | 0.0% | 0.0% | 67 | +10 | 0.21% | Q4 2025 | Jan 29, 2026 |
| Argent Trust Co | History | No change | 4,803 | 378 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 4,701 | 370 | 0.07% | — | 69 | +4,701 | New | Q4 2025 | Feb 17, 2026 |
| McGuire Investment Group, LLC | History | No change | 4,698 | 370 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,652 | 366 | 0.0% | 0.0% | 72 | +124 | 2.74% | Q4 2025 | Mar 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,644 | 366 | 0.01% | 0.01% | 71 | +116 | 2.56% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,540 | 358 | 0.01% | 0.0% | 73 | -813 | -15.19% | Q4 2025 | Feb 02, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,488 | 353 | 0.02% | 0.03% | 74 | +10 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Capital Wealth Alliance, LLC | History | New | 3,522 | 350 | 0.15% | — | 76 | +3,522 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,439 | 350 | 0.0% | 0.0% | 75 | +511 | 13.01% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,405 | 347 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PFG Advisors | History | Reduced | 4,387 | 345 | 0.02% | 0.01% | 78 | -15 | -0.34% | Q4 2025 | Jan 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,365 | 344 | 0.04% | 0.03% | 79 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Andina Capital Management, LLC | History | New | 4,325 | 341 | 0.21% | — | 80 | +4,325 | New | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,323 | 340 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 4,250 | 335 | 0.05% | 0.05% | 82 | +300 | 7.59% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,709 | 326 | 0.0% | 0.0% | 83 | +538 | 16.97% | Q4 2025 | Jan 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 4,137 | 326 | 0.01% | 0.01% | 84 | -25 | -0.6% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,026 | 317 | 0.0% | 0.0% | 85 | -573 | -12.46% | Q4 2025 | Feb 17, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 3,975 | 313 | 0.25% | 0.23% | 86 | -425 | -9.66% | Q4 2025 | Jan 08, 2026 |
| Fulcrum Equity Management | History | New | 3,937 | 310 | 0.3% | — | 87 | +3,937 | New | Q4 2025 | Jan 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,876 | 305 | 0.0% | 0.0% | 88 | -567 | -12.76% | Q4 2025 | Jan 29, 2026 |
| Dedeker Financial LLC | History | New | 3,570 | 281 | 0.25% | — | 89 | +3,570 | New | Q4 2025 | Mar 31, 2026 |
| FMR LLC | History | Added to | 3,424 | 270 | 0.0% | 0.0% | 90 | +628 | 22.46% | Q4 2025 | Feb 17, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 3,425 | 270 | 0.16% | 0.15% | 91 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,972 | 261 | 0.01% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,182 | 250 | 0.02% | — | 93 | +3,182 | New | Q4 2025 | Jan 13, 2026 |
| Quantinno Capital Management LP | History | New | 3,000 | 236 | 0.0% | — | 95 | +3,000 | New | Q4 2025 | Feb 17, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 3,000 | 236 | 0.16% | — | 96 | +3,000 | New | Q4 2025 | Feb 03, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 3,000 | 236 | 0.07% | 0.06% | 94 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,983 | 235 | 0.0% | — | 97 | +2,983 | New | Q4 2025 | Feb 13, 2026 |
| Carr Financial Group Corp | History | New | 2,979 | 234 | 0.06% | — | 99 | +2,979 | New | Q4 2025 | Jan 09, 2026 |
| Secure Asset Management, LLC | History | New | 2,968 | 234 | 0.04% | — | 98 | +2,968 | New | Q4 2025 | Jan 20, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 2,912 | 229 | 0.11% | 0.1% | 100 | -42 | -1.42% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,892 | 228 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Harvest Investment Services, LLC | History | New | 2,782 | 219 | 0.04% | — | 102 | +2,782 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 2,728 | 215 | 0.0% | — | 103 | +2,728 | New | Q4 2025 | Mar 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,665 | 210 | 0.0% | — | 104 | +2,665 | New | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | New | 2,268 | 208 | 0.02% | — | 105 | +2,268 | New | Q4 2025 | Jan 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 2,605 | 205 | 0.0% | — | 106 | +2,605 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 2,595 | 204 | 0.0% | — | 107 | +2,595 | New | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | New | 2,595 | 204 | 0.02% | — | 108 | +2,595 | New | Q4 2025 | Feb 04, 2026 |
| Clarus Wealth Advisors | History | New | 2,250 | 201 | 0.08% | — | 109 | +2,250 | New | Q4 2025 | Jan 14, 2026 |
| Spire Wealth Management | History | No change | 2,530 | 199 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,180 | 171 | 0.01% | 0.0% | 111 | +2,149 | 6932.26% | Q4 2025 | Feb 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,992 | 157 | 0.0% | 0.0% | 112 | -109 | -5.19% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,258 | 99 | 0.0% | 0.0% | 113 | -187 | -12.94% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,250 | 98 | 0.0% | 0.0% | 114 | +768 | 159.34% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,054 | 83 | 0.0% | 0.0% | 115 | -23 | -2.14% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,005 | 79 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 957 | 75 | 0.01% | 0.0% | 118 | +882 | 1176.0% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 957 | 75 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 949 | 74 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aspect Partners, LLC | History | No change | 912 | 71 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 845 | 66 | 0.0% | — | 121 | +845 | New | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 835 | 65 | 0.0% | 0.0% | 122 | +692 | 483.92% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 795 | 62 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 782 | 61 | 0.05% | 0.04% | 124 | +134 | 20.68% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 764 | 60 | 0.0% | — | 125 | +764 | New | Q4 2025 | Feb 03, 2026 |
| HOWE & RUSLING INC | History | New | 753 | 59 | 0.0% | — | 126 | +753 | New | Q4 2025 | Feb 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 750 | 59 | 0.01% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 576 | 45 | 0.0% | 0.0% | 128 | +12 | 2.13% | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 450 | 35 | 0.0% | — | 129 | +450 | New | Q4 2025 | Jan 28, 2026 |
| VSM Wealth Advisory, LLC | History | New | 425 | 33 | 0.01% | — | 130 | +425 | New | Q4 2025 | Feb 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 417 | 32 | 0.0% | 0.0% | 131 | +73 | 21.22% | Q4 2025 | Jan 23, 2026 |
| Cheviot Value Management, LLC | History | No change | 300 | 28 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 300 | 24 | 0.01% | — | 133 | +300 | New | Q4 2025 | Feb 10, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 288 | 22 | 0.0% | 0.0% | 134 | +174 | 152.63% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | No change | 229 | 18 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | No change | 234 | 18 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 231 | 18 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sage Mountain Advisors LLC | History | No change | 190 | 14 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 180 | 14 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 175 | 13 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 150 | 11 | 0.01% | — | 142 | +150 | New | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | No change | 141 | 11 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 130 | 10 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 86 | 6 | 0.0% | — | 144 | +86 | New | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | New | 68 | 5 | 0.0% | — | 145 | +68 | New | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | New | 60 | 4 | 0.0% | — | 146 | +60 | New | Q4 2025 | Feb 18, 2026 |
| Larson Financial Group LLC | History | No change | 51 | 4 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -24,343 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | Closed out | 0 | 0 | — | 3.8% | — | -19,122 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,547 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,284 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,141 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,413 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,146 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,975 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,928 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,129 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,084 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,084 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHP Wealth Management | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Mar 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |