INVESCO EXCHANGE-TRADED FUND TRUST - PWB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 37 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,371,487 | 174,329 | 0.05% | 0.05% | 1 | +130,950 | 10.56% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 822,431 | 104,539 | 0.01% | 0.01% | 2 | -7,270 | -0.88% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 478,920 | 60,875 | 0.02% | 0.02% | 3 | +78,531 | 19.61% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 437,031 | 55,550 | 0.0% | 0.0% | 4 | -4,887 | -1.11% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 263,437 | 33,486 | 0.09% | 0.1% | 5 | -22,504 | -7.87% | Q4 2025 | Feb 05, 2026 |
| Center for Wealth Management Advisory | History | New | 210,537 | 26,761 | 19.72% | — | 6 | +210,537 | New | Q4 2025 | Apr 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 209,575 | 26,638 | 0.01% | 0.01% | 7 | +32,666 | 18.46% | Q4 2025 | Feb 17, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 208,072 | 26,448 | 8.65% | 8.56% | 8 | +13,442 | 6.91% | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Reduced | 190,342 | 24,194 | 0.0% | 0.0% | 9 | -4,730 | -2.42% | Q4 2025 | Jan 29, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 165,654 | 21,056 | 4.64% | 4.35% | 10 | +9,677 | 6.2% | Q4 2025 | Feb 17, 2026 |
| Wharton Business Group, LLC | History | Reduced | 163,944 | 20,839 | 0.79% | 0.91% | 11 | -2,465 | -1.48% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 126,993 | 16,142 | 0.0% | — | 12 | +126,993 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 124,827 | 15,866 | 0.0% | 0.0% | 13 | +1,690 | 1.37% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 113,913 | 14,479 | 0.02% | 0.02% | 14 | +5,786 | 5.35% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 113,372 | 14,410 | 0.0% | 0.0% | 15 | +2,293 | 2.06% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 107,705 | 13,690 | 0.06% | 0.05% | 16 | +17,002 | 18.74% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 106,532 | 13,541 | 0.0% | 0.0% | 17 | +16,519 | 18.35% | Q4 2025 | Mar 25, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 92,445 | 11,750 | 0.02% | 0.01% | 18 | +42,514 | 85.15% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 92,270 | 11,728 | 1.63% | 1.69% | 19 | +773 | 0.84% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 90,337 | 11,482 | 0.05% | 0.06% | 20 | -1,485 | -1.62% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 89,762 | 11,409 | 0.59% | 0.55% | 21 | +10,079 | 12.65% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 88,136 | 11,202 | 0.02% | 0.02% | 22 | -5,127 | -5.5% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 87,673 | 11,144 | 0.67% | 0.71% | 23 | +189 | 0.22% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 70,564 | 8,969 | 0.02% | 0.02% | 24 | -412 | -0.58% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 66,431 | 8,443 | 0.01% | 0.0% | 25 | +9,482 | 16.65% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 63,586 | 8,082 | 0.02% | 0.02% | 26 | +122 | 0.19% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 58,819 | 7,476 | 0.01% | 0.01% | 27 | -7,977 | -11.94% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 54,023 | 6,866 | 0.01% | 0.01% | 28 | +2,057 | 3.96% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 48,561 | 6,172 | 0.01% | 0.01% | 29 | -1,212 | -2.44% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 48,050 | 6,107 | 0.01% | 0.01% | 30 | +8,887 | 22.69% | Q4 2025 | Mar 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 47,850 | 6,082 | 0.2% | 0.18% | 31 | -1,798 | -3.62% | Q4 2025 | Jan 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 47,119 | 5,989 | 0.01% | 0.01% | 32 | +10,656 | 29.22% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 46,809 | 5,949 | 0.21% | 0.24% | 33 | -2,490 | -5.05% | Q4 2025 | Feb 04, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 45,920 | 5,836 | 0.12% | 0.12% | 34 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Forge Financial Services LLC | History | Added to | 39,519 | 5,024 | 2.15% | 2.33% | 35 | +126 | 0.32% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 35,813 | 4,786 | 0.12% | 0.12% | 36 | +233 | 0.65% | Q4 2025 | Jan 28, 2026 |
| OneAscent Financial Services LLC | History | New | 36,889 | 4,688 | 0.43% | — | 37 | +36,889 | New | Q4 2025 | Feb 11, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 36,032 | 4,580 | 1.12% | 1.15% | 38 | -2,682 | -6.93% | Q4 2025 | Feb 12, 2026 |
| Firestone Capital Management | History | Reduced | 33,939 | 4,313 | 0.91% | 0.97% | 39 | -1,946 | -5.42% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Added to | 32,368 | 4,114 | 0.14% | 0.11% | 40 | +7,111 | 28.15% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 31,613 | 4,018 | 0.05% | 0.05% | 41 | -78 | -0.25% | Q4 2025 | Jan 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 31,532 | 4,007 | 0.02% | 0.03% | 42 | -3,551 | -10.12% | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 30,153 | 3,832 | 0.41% | 0.41% | 43 | -1,365 | -4.33% | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 29,098 | 3,698 | 0.03% | 0.03% | 44 | +77 | 0.27% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 25,100 | 3,190 | 0.0% | 0.0% | 45 | +2,400 | 10.57% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 23,638 | 3,004 | 0.0% | 0.0% | 46 | +4,003 | 20.39% | Q4 2025 | Feb 17, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 22,022 | 2,870 | 0.3% | 0.3% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 21,081 | 2,679 | 0.02% | 0.02% | 48 | +891 | 4.41% | Q4 2025 | Jan 26, 2026 |
| Blue Capital, Inc. | History | Added to | 20,704 | 2,631 | 1.88% | 1.11% | 49 | +8,820 | 74.22% | Q4 2025 | Feb 23, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 19,707 | 2,504 | 1.02% | 0.2% | 50 | +15,770 | 400.56% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 17,332 | 2,203 | 0.03% | 0.02% | 51 | -1,170 | -6.32% | Q4 2025 | Feb 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 17,442 | 2,191 | 0.8% | 0.9% | 52 | -171 | -0.97% | Q4 2025 | Jan 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 17,054 | 2,167 | 0.04% | 0.04% | 53 | -28 | -0.16% | Q4 2025 | Jan 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 16,217 | 2,061 | 0.29% | 0.38% | 54 | -3,936 | -19.53% | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 15,844 | 2,013 | 0.25% | 0.26% | 55 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empirical Asset Management, LLC | History | Added to | 15,563 | 1,978 | 0.56% | 0.34% | 56 | +5,826 | 59.83% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 15,259 | 1,939 | 0.01% | 0.01% | 57 | -657 | -4.13% | Q4 2025 | Jan 29, 2026 |
| Prism Advisors, Inc. | History | Reduced | 14,781 | 1,878 | 0.5% | 0.83% | 58 | -9,621 | -39.43% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 14,381 | 1,827 | 0.01% | 0.02% | 59 | -119 | -0.82% | Q4 2025 | Feb 18, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 14,149 | 1,798 | 0.67% | — | 60 | +14,149 | New | Q4 2025 | Jan 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,640 | 1,606 | 0.03% | 0.03% | 61 | -1,558 | -10.97% | Q4 2025 | Jan 22, 2026 |
| Investors Research Corp | History | Reduced | 12,422 | 1,578 | 0.29% | 0.29% | 62 | -153 | -1.22% | Q4 2025 | Jan 06, 2026 |
| Parallel Advisors, LLC | History | No change | 12,330 | 1,567 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Retirement, LLC | History | No change | 12,267 | 1,559 | 0.09% | 0.1% | 64 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 12,081 | 1,535 | 0.09% | 0.09% | 65 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RiverTree Advisors, LLC | History | New | 11,859 | 1,507 | 0.96% | — | 66 | +11,859 | New | Q4 2025 | Jan 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,724 | 1,490 | 0.04% | 0.04% | 67 | -450 | -3.7% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 11,437 | 1,453 | 0.05% | 0.05% | 68 | +1,009 | 9.68% | Q4 2025 | Jan 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,285 | 1,434 | 0.0% | 0.0% | 69 | -1,665 | -12.86% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | New | 11,009 | 1,399 | 0.02% | — | 70 | +11,009 | New | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,991 | 1,397 | 0.01% | 0.02% | 71 | +2,644 | 31.68% | Q4 2025 | Jan 23, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | No change | 10,986 | 1,396 | 1.32% | 1.31% | 72 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 10,361 | 1,331 | 0.09% | 0.1% | 73 | -61 | -0.59% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 10,457 | 1,329 | 0.01% | 0.01% | 74 | +4,885 | 87.67% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 10,034 | 1,275 | 0.0% | 0.0% | 75 | +104 | 1.05% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,010 | 1,272 | 0.01% | 0.01% | 76 | -157 | -1.54% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 9,364 | 1,190 | 0.08% | 0.08% | 77 | +367 | 4.08% | Q4 2025 | Jan 23, 2026 |
| Cambria Investment Management, L.P. | History | New | 9,033 | 1,148 | 0.07% | — | 78 | +9,033 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 8,688 | 1,104 | 0.01% | 0.01% | 79 | -17 | -0.2% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 8,458 | 1,075 | 0.15% | — | 80 | +8,458 | New | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,279 | 1,052 | 0.02% | 0.02% | 81 | -138 | -1.64% | Q4 2025 | Feb 09, 2026 |
| Hershey Financial Advisers, LLC | History | New | 8,259 | 1,049 | 0.89% | — | 82 | +8,259 | New | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,202 | 1,043 | 0.0% | 0.0% | 83 | +1,343 | 19.58% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,195 | 914 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 7,173 | 911 | 0.43% | 0.42% | 85 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 7,114 | 904 | 0.05% | 0.06% | 86 | +619 | 9.53% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 6,857 | 871 | 0.0% | 0.0% | 87 | +212 | 3.19% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,756 | 858 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,550 | 832 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GLENMEDE TRUST CO NA | History | New | 6,442 | 818 | 0.0% | — | 90 | +6,442 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,416 | 815 | 0.01% | 0.01% | 91 | +70 | 1.1% | Q4 2025 | Jan 29, 2026 |
| Maia Wealth LLC | History | Added to | 6,070 | 810 | 0.14% | 0.12% | 92 | +787 | 14.9% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 6,370 | 809 | 0.14% | 0.14% | 93 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 6,339 | 805 | 0.27% | 0.27% | 94 | +41 | 0.65% | Q4 2025 | Feb 06, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 6,232 | 792 | 0.01% | 0.01% | 95 | -24 | -0.38% | Q4 2025 | Jan 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 6,192 | 787 | 0.0% | 0.0% | 96 | +3,459 | 126.56% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 6,119 | 777 | 0.04% | 0.04% | 97 | -535 | -8.04% | Q4 2025 | Jan 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 6,053 | 769 | 0.01% | 0.01% | 98 | +4,000 | 194.84% | Q4 2025 | Feb 19, 2026 |
| Secure Asset Management, LLC | History | Added to | 6,004 | 763 | 0.12% | 0.05% | 99 | +3,459 | 135.91% | Q4 2025 | Jan 20, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 5,996 | 762 | 0.09% | 0.09% | 100 | -80 | -1.32% | Q4 2025 | Jan 30, 2026 |
| Claris Financial LLC | History | Added to | 5,952 | 756 | 0.4% | 0.38% | 101 | +540 | 9.98% | Q4 2025 | Feb 19, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 5,847 | 743 | 0.12% | 0.13% | 102 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,741 | 729 | 0.04% | 0.07% | 103 | -4,186 | -42.17% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,653 | 718 | 0.0% | 0.0% | 104 | +480 | 9.28% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 5,349 | 680 | 0.01% | — | 105 | +5,349 | New | Q4 2025 | Jan 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,336 | 678 | 0.01% | 0.01% | 106 | -557 | -9.45% | Q4 2025 | Jan 29, 2026 |
| Belvedere Trading LLC | History | New | 5,200 | 660 | 0.0% | — | 107 | +5,200 | New | Q4 2025 | Feb 10, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 5,000 | 635 | 0.06% | 0.08% | 108 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,925 | 626 | 0.15% | 0.15% | 109 | -125 | -2.48% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,700 | 597 | 0.0% | 0.0% | 110 | +987 | 26.58% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 4,071 | 517 | 0.02% | 0.02% | 111 | -1 | -0.02% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 4,000 | 508 | 0.0% | — | 112 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| Darwin Wealth Management, LLC | History | No change | 4,000 | 508 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,943 | 501 | 0.0% | 0.0% | 114 | +22 | 0.56% | Q4 2025 | Feb 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 3,931 | 499 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HFG Advisors, Inc. | History | No change | 3,850 | 489 | 0.35% | 0.36% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,701 | 470 | 0.05% | 0.06% | 117 | -45 | -1.2% | Q4 2025 | Feb 11, 2026 |
| Bawa N Mallick Trust | History | No change | 3,609 | 458 | 0.17% | 0.17% | 118 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Traction Financial Partners, LLC | History | No change | 3,553 | 451 | 0.27% | 0.27% | 119 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Independent Advisor Alliance | History | No change | 3,512 | 446 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| National Wealth Management Group, LLC | History | Added to | 3,384 | 430 | 0.15% | 0.15% | 121 | +138 | 4.25% | Q4 2025 | Jan 12, 2026 |
| NorthRock Partners, LLC | History | No change | 3,380 | 429 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 3,363 | 427 | 0.29% | 0.19% | 123 | +1,256 | 59.61% | Q4 2025 | Feb 05, 2026 |
| Eagle Bay Advisors LLC | History | No change | 3,301 | 419 | 0.31% | 0.33% | 124 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Carrera Capital Advisors | History | No change | 3,200 | 406 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 3,040 | 399 | 0.09% | 0.1% | 126 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PFG Investments, LLC | History | Added to | 3,127 | 397 | 0.02% | 0.02% | 127 | +161 | 5.43% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,108 | 395 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IAM Advisory, LLC | History | No change | 3,065 | 389 | 0.09% | 0.09% | 129 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 3,050 | 387 | 0.29% | 0.28% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,038 | 386 | 0.03% | 0.03% | 132 | +222 | 7.88% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,038 | 386 | 0.0% | 0.0% | 131 | -1 | -0.03% | Q4 2025 | Feb 18, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 2,911 | 370 | 0.11% | 0.12% | 133 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,843 | 361 | 0.01% | 0.01% | 134 | -150 | -5.01% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,705 | 357 | 0.0% | 0.0% | 135 | +317 | 13.27% | Q4 2025 | Jan 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 2,690 | 341 | 0.01% | 0.01% | 136 | -75 | -2.71% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | No change | 2,628 | 333 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | No change | 2,620 | 333 | 0.0% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 2,587 | 327 | 0.0% | — | 139 | +2,587 | New | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | No change | 2,512 | 319 | 0.01% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 2,437 | 309 | 0.16% | 0.18% | 141 | -128 | -4.99% | Q4 2025 | Feb 09, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 2,427 | 308 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,391 | 303 | 0.0% | 0.0% | 143 | +70 | 3.02% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | No change | 2,320 | 298 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,338 | 297 | 0.0% | 0.0% | 145 | +61 | 2.68% | Q4 2025 | Feb 12, 2026 |
| Verum Partners LLC | History | No change | 2,318 | 294 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cerity Partners LLC | History | No change | 2,307 | 293 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Investment Advisory Group, LLC | History | No change | 2,300 | 292 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,304 | 292 | 0.06% | 0.07% | 149 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| &PARTNERS | History | Reduced | 2,150 | 273 | 0.0% | 0.0% | 150 | -232 | -9.74% | Q4 2025 | Feb 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 2,153 | 273 | 0.07% | 0.07% | 151 | -17 | -0.78% | Q4 2025 | Feb 02, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 2,074 | 263 | 0.01% | 0.01% | 152 | -824 | -28.43% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,052 | 263 | 0.01% | 0.02% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 2,043 | 259 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 2,005 | 254 | 0.02% | — | 155 | +2,005 | New | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,957 | 248 | 0.0% | 0.0% | 156 | -15 | -0.76% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 1,929 | 245 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,918 | 243 | 0.21% | 0.21% | 158 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,900 | 241 | 0.1% | 0.1% | 159 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,874 | 238 | 0.01% | 0.01% | 161 | -306 | -14.04% | Q4 2025 | Jan 28, 2026 |
| BFSG, LLC | History | No change | 1,880 | 238 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PKS Advisory Services, LLC | History | New | 1,782 | 226 | 0.05% | — | 162 | +1,782 | New | Q4 2025 | Feb 02, 2026 |
| Horizon Wealth Management, LLC | History | No change | 1,775 | 225 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 1,766 | 224 | 0.15% | 0.15% | 164 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Intrua Financial, LLC | History | New | 1,715 | 218 | 0.02% | — | 165 | +1,715 | New | Q4 2025 | Feb 05, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 1,679 | 213 | 0.11% | 0.1% | 166 | -46 | -2.67% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,613 | 205 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Shared Vision Wealth Group LLC | History | New | 1,519 | 204 | 0.08% | — | 168 | +1,519 | New | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | New | 1,594 | 203 | 0.0% | — | 169 | +1,594 | New | Q4 2025 | Mar 09, 2026 |
| Dakota Wealth Management | History | New | 1,590 | 202 | 0.0% | — | 170 | +1,590 | New | Q4 2025 | Jan 13, 2026 |
| Seneca Financial Advisors LLC | History | New | 1,582 | 201 | 0.06% | — | 172 | +1,582 | New | Q4 2025 | Jan 26, 2026 |
| Sovran Advisors, LLC | History | New | 1,520 | 201 | 0.02% | — | 171 | +1,520 | New | Q4 2025 | Jan 20, 2026 |
| Rehmann Capital Advisory Group | History | New | 1,581 | 200 | 0.01% | — | 173 | +1,581 | New | Q4 2025 | Mar 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,477 | 188 | 0.01% | 0.01% | 174 | -51 | -3.34% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 1,485 | 188 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,410 | 179 | 0.1% | — | 176 | +1,410 | New | Q4 2025 | Feb 18, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,241 | 157 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,215 | 154 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,076 | 136 | 0.01% | — | 179 | +1,076 | New | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | No change | 1,008 | 128 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,012 | 128 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| EASTERN BANK | History | No change | 1,000 | 127 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 887 | 112 | 0.0% | 0.0% | 183 | -71 | -7.41% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | No change | 686 | 87 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFS Partners, LLC | History | No change | 650 | 82 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | No change | 602 | 76 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GoalVest Advisory LLC | History | Reduced | 589 | 74 | 0.01% | 0.02% | 187 | -277 | -31.99% | Q4 2025 | Jan 05, 2026 |
| Arax Advisory Partners | History | Reduced | 549 | 69 | 0.0% | 0.0% | 188 | -1,628 | -74.78% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | No change | 500 | 63 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 500 | 63 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 490 | 62 | 0.0% | — | 191 | +486 | 12150.0% | Q4 2025 | Jan 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 362 | 46 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| CX Institutional | History | No change | 350 | 44 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fortitude Family Office, LLC | History | New | 317 | 40 | 0.01% | — | 194 | +317 | New | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 285 | 36 | 0.0% | 0.0% | 195 | -25 | -8.06% | Q4 2025 | Feb 18, 2026 |
| MidFirst Bank | History | New | 246 | 31 | 0.0% | — | 196 | +246 | New | Q4 2025 | Feb 25, 2026 |
| Hanson & Doremus Investment Management | History | No change | 158 | 20 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bank & Trust Co | History | No change | 144 | 18 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 138 | 17 | 0.0% | 0.0% | 199 | -1 | -0.72% | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | No change | 82 | 10 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| N.E.W. Advisory Services LLC | History | New | 78 | 9 | 0.0% | — | 201 | +78 | New | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | No change | 45 | 5 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Noble Wealth Management PBC | History | Reduced | 35 | 4 | 0.0% | 0.0% | 204 | -10 | -22.22% | Q4 2025 | Jan 05, 2026 |
| Nova Wealth Management, Inc. | History | No change | 38 | 4 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Operose Advisors LLC | History | New | 19 | 2 | 0.0% | — | 205 | +19 | New | Q4 2025 | Feb 10, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 6.31% | — | -103,315 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mesirow Financial Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,600 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rede Wealth, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -3,301 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,641 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,303 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AVAII WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,691 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,632 | -100.0% | Q3 2025 | Nov 12, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,602 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,425 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -477 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -295 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HOEY INVESTMENTS, INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |