INVESCO EXCHANGE-TRADED FUND TRUST - PWB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,621,323 | 204,173 | 0.05% | 0.05% | 1 | +249,836 | 18.22% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 826,967 | 104,140 | 0.01% | 0.01% | 2 | +4,536 | 0.55% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 661,451 | 83,296 | 0.03% | 0.02% | 3 | +182,531 | 38.11% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 442,993 | 55,786 | 0.0% | 0.0% | 4 | +5,962 | 1.36% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 289,045 | 36,399 | 0.09% | 0.09% | 5 | +25,608 | 9.72% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 241,313 | 30,154 | 0.01% | 0.01% | 6 | +31,738 | 15.14% | Q1 2026 | May 15, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 212,221 | 26,724 | 8.97% | 8.65% | 7 | +4,149 | 1.99% | Q1 2026 | Apr 14, 2026 |
| Center for Wealth Management Advisory | History | Reduced | 209,950 | 26,439 | 19.04% | 19.72% | 8 | -587 | -0.28% | Q1 2026 | Apr 24, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 166,918 | 21,019 | 4.62% | 4.64% | 9 | +1,264 | 0.76% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 164,666 | 20,736 | 0.0% | 0.0% | 10 | -25,676 | -13.49% | Q1 2026 | May 05, 2026 |
| Wharton Business Group, LLC | History | No change | 163,944 | 20,645 | 0.78% | 0.79% | 11 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 138,873 | 17,488 | 0.02% | 0.02% | 12 | +24,960 | 21.91% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 135,624 | 17,079 | 0.0% | 0.0% | 13 | +10,797 | 8.65% | Q1 2026 | May 11, 2026 |
| WIN ADVISORS, INC | History | New | 126,940 | 15,985 | 7.31% | — | 14 | +126,940 | New | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 116,579 | 14,680 | 0.06% | 0.06% | 15 | +8,874 | 8.24% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 115,371 | 14,528 | 0.0% | 0.0% | 16 | -11,622 | -9.15% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 115,196 | 14,506 | 0.16% | 0.05% | 17 | +83,583 | 264.39% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 106,532 | 13,415 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 105,264 | 13,255 | 0.66% | 0.59% | 19 | +15,502 | 17.27% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 101,943 | 12,837 | 0.06% | 0.05% | 20 | +11,606 | 12.85% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 100,670 | 12,677 | 0.02% | 0.02% | 21 | +8,225 | 8.9% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 99,838 | 12,572 | 0.0% | 0.0% | 22 | -13,534 | -11.94% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 90,881 | 11,444 | 1.57% | 1.63% | 23 | -1,389 | -1.51% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 90,430 | 11,387 | 0.02% | 0.01% | 24 | +31,611 | 53.74% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 86,807 | 10,931 | 0.63% | 0.67% | 25 | -866 | -0.99% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 86,688 | 10,916 | 0.02% | 0.02% | 26 | -1,448 | -1.64% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 74,923 | 9,236 | 0.0% | 0.01% | 27 | +8,492 | 12.78% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 70,619 | 8,975 | 0.06% | 0.03% | 28 | +41,521 | 142.69% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 69,654 | 8,771 | 0.02% | 0.02% | 29 | -910 | -1.29% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 69,200 | 8,714 | 0.01% | 0.0% | 30 | +44,100 | 175.7% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 66,501 | 8,374 | 0.01% | 0.01% | 31 | +12,478 | 23.1% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 62,712 | 7,897 | 0.02% | 0.02% | 32 | -874 | -1.37% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | New | 56,291 | 7,088 | 0.52% | — | 33 | +56,291 | New | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 53,100 | 6,686 | 0.02% | 0.01% | 34 | +5,981 | 12.69% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 47,817 | 6,021 | 0.01% | 0.01% | 35 | -233 | -0.48% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 45,520 | 5,896 | 0.64% | — | 36 | +45,520 | New | Q1 2026 | Apr 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 46,685 | 5,879 | 0.19% | 0.2% | 37 | -1,165 | -2.43% | Q1 2026 | Apr 08, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 45,920 | 5,782 | 0.12% | 0.12% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 45,610 | 5,743 | 0.2% | 0.21% | 39 | -1,199 | -2.56% | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 35,139 | 5,102 | 0.11% | 0.12% | 40 | -674 | -1.88% | Q1 2026 | May 04, 2026 |
| Forge Financial Services LLC | History | Reduced | 39,424 | 4,965 | 0.5% | 2.15% | 41 | -95 | -0.24% | Q1 2026 | May 08, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 36,449 | 4,590 | 0.25% | 0.43% | 42 | -440 | -1.19% | Q1 2026 | Apr 21, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 35,356 | 4,452 | 1.02% | 1.12% | 43 | -676 | -1.88% | Q1 2026 | May 08, 2026 |
| Firestone Capital Management | History | Reduced | 33,937 | 4,273 | 0.89% | 0.91% | 44 | -2 | -0.01% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Added to | 33,327 | 4,196 | 0.14% | 0.14% | 45 | +959 | 2.96% | Q1 2026 | Apr 22, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 29,830 | 3,756 | 0.4% | 0.41% | 46 | -323 | -1.07% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 29,101 | 3,664 | 0.04% | 0.01% | 47 | +25,589 | 728.62% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 27,160 | 3,421 | 0.02% | 0.02% | 48 | -4,372 | -13.87% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 24,215 | 3,049 | 0.0% | 0.0% | 49 | +577 | 2.44% | Q1 2026 | May 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 22,022 | 2,773 | 0.29% | 0.3% | 50 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mariner, LLC | History | Reduced | 21,998 | 2,770 | 0.0% | 0.01% | 51 | -26,563 | -54.7% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 21,970 | 2,766 | 0.02% | 0.03% | 52 | +4,638 | 26.76% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 20,384 | 2,566 | 0.94% | 0.67% | 53 | +6,235 | 44.07% | Q1 2026 | Apr 09, 2026 |
| Merit Financial Group, LLC | History | Reduced | 20,086 | 2,529 | 0.02% | 0.02% | 54 | -995 | -4.72% | Q1 2026 | Apr 15, 2026 |
| RiverTree Advisors, LLC | History | Added to | 17,710 | 2,230 | 1.41% | 0.96% | 55 | +5,851 | 49.34% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,204 | 2,202 | 0.02% | 0.01% | 56 | +6,213 | 56.53% | Q1 2026 | Apr 07, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 17,363 | 2,186 | 0.78% | 0.8% | 57 | -79 | -0.45% | Q1 2026 | Apr 23, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 16,919 | 2,130 | 2.14% | 2.08% | 58 | -424 | -2.44% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 16,797 | 2,115 | 0.04% | 0.04% | 59 | -257 | -1.51% | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 16,414 | 2,067 | 0.33% | 0.15% | 60 | +7,956 | 94.06% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 15,844 | 1,995 | 0.23% | 0.25% | 61 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 15,478 | 1,949 | 0.0% | 0.0% | 62 | +14,978 | 2995.6% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 15,259 | 1,939 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 15,312 | 1,928 | 0.01% | 0.01% | 64 | +931 | 6.47% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 14,931 | 1,880 | 0.14% | — | 65 | +14,931 | New | Q1 2026 | Apr 30, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 14,782 | 1,861 | 0.49% | 0.56% | 66 | -781 | -5.02% | Q1 2026 | May 11, 2026 |
| Prism Advisors, Inc. | History | Reduced | 14,309 | 1,801 | 0.48% | 0.5% | 67 | -472 | -3.19% | Q1 2026 | Apr 23, 2026 |
| Blue Capital, Inc. | History | Reduced | 13,761 | 1,732 | 1.13% | 1.88% | 68 | -6,943 | -33.53% | Q1 2026 | Apr 24, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 13,467 | 1,695 | 0.24% | 0.29% | 69 | -2,750 | -16.96% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 13,112 | 1,651 | 0.0% | 0.0% | 70 | +6,920 | 111.76% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Added to | 13,003 | 1,637 | 0.31% | 0.29% | 71 | +581 | 4.68% | Q1 2026 | Apr 03, 2026 |
| World Investment Advisors | History | New | 12,667 | 1,595 | 0.03% | — | 72 | +12,667 | New | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,395 | 1,560 | 0.03% | 0.03% | 73 | -245 | -1.94% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | No change | 12,330 | 1,552 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Wealthspire Retirement, LLC | History | No change | 12,267 | 1,544 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 12,081 | 1,521 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 11,083 | 1,509 | 0.09% | 0.05% | 77 | +3,969 | 55.79% | Q1 2026 | Apr 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 11,339 | 1,427 | 0.02% | 0.0% | 78 | +8,912 | 367.2% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 11,304 | 1,423 | 0.05% | 0.05% | 79 | -133 | -1.16% | Q1 2026 | Apr 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,240 | 1,415 | 0.03% | 0.04% | 80 | -484 | -4.13% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,188 | 1,408 | 0.0% | 0.0% | 81 | -97 | -0.86% | Q1 2026 | May 12, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Reduced | 10,911 | 1,374 | 1.32% | 1.32% | 82 | -75 | -0.68% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,701 | 1,348 | 0.0% | 0.0% | 83 | +2,499 | 30.47% | Q1 2026 | Apr 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,930 | 1,250 | 0.0% | 0.0% | 84 | -104 | -1.04% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | New | 9,806 | 1,234 | 0.02% | — | 85 | +9,806 | New | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,683 | 1,219 | 0.01% | 0.01% | 86 | -327 | -3.27% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 9,408 | 1,184 | 0.08% | 0.08% | 87 | +44 | 0.47% | Q1 2026 | Apr 15, 2026 |
| Empowered Funds, LLC | History | Reduced | 8,984 | 1,131 | 0.01% | 0.02% | 88 | -2,025 | -18.39% | Q1 2026 | May 14, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 8,847 | 1,114 | 0.47% | 1.02% | 90 | -10,860 | -55.11% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,854 | 1,114 | 0.01% | 0.01% | 89 | +166 | 1.91% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 8,409 | 1,058 | 0.06% | 0.07% | 91 | -624 | -6.91% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,260 | 1,040 | 0.02% | 0.02% | 92 | -19 | -0.23% | Q1 2026 | Apr 14, 2026 |
| Secure Asset Management, LLC | History | Added to | 8,223 | 1,035 | 0.16% | 0.12% | 93 | +2,219 | 36.96% | Q1 2026 | Apr 09, 2026 |
| Envision Financial Transparency, LLC | History | New | 7,664 | 965 | 0.94% | — | 94 | +7,664 | New | Q1 2026 | May 13, 2026 |
| Post Resch Tallon Group Inc. | History | New | 7,355 | 939 | 0.76% | — | 95 | +7,355 | New | Q1 2026 | Apr 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 7,342 | 924 | 0.04% | 0.05% | 96 | +3,641 | 98.38% | Q1 2026 | May 15, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 7,173 | 903 | 0.43% | 0.43% | 97 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,014 | 883 | 0.01% | 0.01% | 98 | -181 | -2.52% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,976 | 878 | 0.01% | 0.01% | 99 | +560 | 8.73% | Q1 2026 | Apr 20, 2026 |
| Maia Wealth LLC | History | Added to | 6,942 | 874 | 0.15% | 0.14% | 100 | +872 | 14.37% | Q1 2026 | May 08, 2026 |
| Claris Financial LLC | History | Added to | 6,826 | 859 | 0.47% | 0.4% | 101 | +874 | 14.68% | Q1 2026 | May 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,632 | 835 | 0.0% | 0.0% | 102 | +6,347 | 2227.02% | Q1 2026 | Jun 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,608 | 832 | 0.0% | 0.0% | 103 | -148 | -2.19% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,550 | 824 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 6,471 | 814 | 0.25% | 0.27% | 105 | +132 | 2.08% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 6,382 | 803 | 0.0% | 0.0% | 106 | -475 | -6.93% | Q1 2026 | May 12, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 6,370 | 802 | 0.13% | 0.14% | 107 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 6,206 | 781 | 0.01% | 0.01% | 108 | -26 | -0.42% | Q1 2026 | Apr 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,146 | 773 | 0.03% | — | 109 | +6,146 | New | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 6,053 | 762 | 0.02% | 0.01% | 110 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 5,847 | 736 | 0.12% | 0.12% | 111 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 5,842 | 735 | 0.0% | 0.0% | 112 | -600 | -9.31% | Q1 2026 | May 26, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 5,825 | 733 | 0.11% | 0.09% | 113 | -171 | -2.85% | Q1 2026 | Apr 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 5,504 | 693 | 0.03% | 0.04% | 114 | -615 | -10.05% | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,437 | 684 | 0.01% | 0.01% | 115 | +101 | 1.89% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,272 | 638 | 0.0% | 0.0% | 116 | +2,881 | 120.49% | Q1 2026 | May 13, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 5,000 | 629 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,925 | 620 | 0.14% | 0.15% | 118 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,768 | 600 | 0.0% | 0.0% | 119 | -885 | -15.66% | Q1 2026 | May 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 4,743 | 597 | 0.03% | 0.04% | 120 | -998 | -17.38% | Q1 2026 | Apr 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 4,440 | 559 | 0.0% | 0.0% | 121 | -260 | -5.53% | Q1 2026 | May 08, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 4,071 | 512 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | New | 4,031 | 507 | 0.0% | — | 123 | +4,031 | New | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | No change | 4,000 | 503 | 0.16% | 0.16% | 124 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,892 | 490 | 0.0% | 0.0% | 125 | -51 | -1.29% | Q1 2026 | May 05, 2026 |
| HFG Advisors, Inc. | History | No change | 3,850 | 484 | 0.34% | 0.35% | 126 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 3,781 | 476 | 0.02% | 0.03% | 127 | -150 | -3.82% | Q1 2026 | Apr 15, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 3,720 | 468 | 0.4% | 0.89% | 128 | -4,539 | -54.96% | Q1 2026 | May 06, 2026 |
| PFG Investments, LLC | History | Added to | 3,684 | 463 | 0.02% | 0.02% | 129 | +557 | 17.81% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,618 | 455 | 0.0% | 0.0% | 130 | +580 | 19.09% | Q1 2026 | May 15, 2026 |
| Traction Financial Partners, LLC | History | No change | 3,553 | 447 | 0.28% | 0.27% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 3,394 | 427 | 0.3% | 0.29% | 132 | +31 | 0.92% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3,383 | 426 | 0.01% | — | 133 | +3,383 | New | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | No change | 3,380 | 425 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 3,300 | 415 | 0.03% | — | 136 | +3,300 | New | Q1 2026 | May 15, 2026 |
| Eagle Bay Advisors LLC | History | No change | 3,301 | 415 | 0.37% | 0.31% | 135 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,108 | 391 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IAM Advisory, LLC | History | No change | 3,065 | 385 | 0.09% | 0.09% | 138 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Carrera Capital Advisors | History | Reduced | 3,055 | 384 | 0.06% | 0.07% | 140 | -145 | -4.53% | Q1 2026 | May 04, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 3,050 | 384 | 0.29% | 0.29% | 139 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,038 | 382 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 3,040 | 382 | 0.1% | 0.09% | 142 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 2,902 | 365 | 0.01% | 0.01% | 143 | +212 | 7.88% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,843 | 358 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 2,834 | 356 | 0.11% | 0.11% | 145 | -77 | -2.65% | Q1 2026 | May 19, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,797 | 352 | 0.01% | 0.01% | 146 | +285 | 11.35% | Q1 2026 | May 19, 2026 |
| Summit Financial, LLC | History | Added to | 2,776 | 349 | 0.0% | 0.0% | 147 | +156 | 5.95% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,569 | 323 | 0.27% | 0.21% | 148 | +651 | 33.94% | Q1 2026 | Apr 22, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 2,437 | 306 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 2,389 | 300 | 0.0% | 0.0% | 150 | -198 | -7.65% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,313 | 297 | 0.0% | 0.0% | 152 | -392 | -14.49% | Q1 2026 | Apr 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,338 | 297 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,338 | 294 | 0.0% | — | 153 | +2,338 | New | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | No change | 2,320 | 292 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Verum Partners LLC | History | No change | 2,318 | 291 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,304 | 290 | 0.07% | 0.06% | 156 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,300 | 289 | 0.0% | 0.0% | 157 | -1,700 | -42.5% | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | No change | 2,300 | 289 | 0.07% | 0.08% | 158 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,272 | 286 | 0.0% | 0.01% | 159 | -8,185 | -78.27% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 2,265 | 285 | 0.0% | 0.0% | 160 | -42 | -1.82% | Q1 2026 | May 15, 2026 |
| Alamar Capital Management, LLC | History | No change | 2,250 | 283 | 0.17% | 0.16% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,237 | 282 | 0.0% | 0.01% | 162 | -3,112 | -58.18% | Q1 2026 | Apr 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,104 | 264 | 0.0% | — | 163 | +2,104 | New | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 2,075 | 261 | 0.0% | 0.0% | 164 | -75 | -3.49% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,074 | 261 | 0.0% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Signet Private Wealth LLC | History | New | 2,033 | 255 | 0.24% | — | 166 | +2,033 | New | Q1 2026 | Apr 29, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 2,023 | 254 | 0.06% | 0.07% | 167 | -130 | -6.04% | Q1 2026 | Apr 17, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 2,004 | 254 | 0.02% | 0.02% | 168 | -1 | -0.05% | Q1 2026 | May 13, 2026 |
| PKS Advisory Services, LLC | History | Added to | 1,982 | 249 | 0.06% | 0.05% | 169 | +200 | 11.22% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,052 | 248 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 1,959 | 246 | 0.0% | — | 172 | +1,959 | New | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,957 | 246 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,005 | 242 | 0.02% | 0.01% | 174 | -38 | -1.86% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | No change | 1,929 | 242 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,900 | 239 | 0.1% | 0.1% | 175 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Serenity Investment Advisors | History | No change | 1,550 | 239 | 0.11% | 0.12% | 176 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 1,876 | 236 | 0.09% | 0.15% | 178 | -1,508 | -44.56% | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | No change | 1,880 | 236 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| First Nebraska Trust Co | History | No change | 1,844 | 232 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 1,777 | 223 | 0.0% | 0.0% | 180 | -851 | -32.38% | Q1 2026 | May 13, 2026 |
| Horizon Wealth Management, LLC | History | No change | 1,775 | 223 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sovran Advisors, LLC | History | No change | 1,520 | 222 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Intrua Financial, LLC | History | No change | 1,715 | 215 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,699 | 213 | 0.0% | 0.01% | 184 | -175 | -9.34% | Q1 2026 | May 04, 2026 |
| Balance Wealth, LLC | History | New | 1,626 | 204 | 0.06% | — | 185 | +1,626 | New | Q1 2026 | Apr 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,613 | 203 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | No change | 1,590 | 200 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | No change | 1,485 | 187 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,477 | 186 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,215 | 154 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 1,197 | 150 | 0.07% | 0.11% | 191 | -482 | -28.71% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,155 | 145 | 0.0% | — | 192 | +1,155 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,100 | 138 | 0.0% | — | 193 | +1,100 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,076 | 137 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | New | 1,050 | 132 | 0.0% | — | 195 | +1,050 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 1,037 | 130 | 0.0% | 0.0% | 196 | +547 | 111.63% | Q1 2026 | May 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,012 | 127 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CITIGROUP INC | History | No change | 1,008 | 126 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | No change | 1,000 | 125 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | No change | 887 | 111 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 722 | 90 | 0.0% | — | 201 | +722 | New | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | No change | 686 | 86 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PFS Partners, LLC | History | No change | 650 | 81 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| US BANCORP \DE\ | History | No change | 602 | 75 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | No change | 549 | 69 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | No change | 500 | 62 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Opal Wealth Advisors, LLC | History | New | 473 | 59 | 0.01% | — | 207 | +473 | New | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | New | 417 | 52 | 0.0% | — | 208 | +417 | New | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | Reduced | 411 | 51 | 0.01% | 0.01% | 209 | -178 | -30.22% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | No change | 350 | 44 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 265 | 33 | 0.0% | 0.01% | 211 | -976 | -78.65% | Q1 2026 | Apr 23, 2026 |
| MidFirst Bank | History | No change | 246 | 30 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 203 | 25 | 0.0% | — | 213 | +203 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 162 | 20 | 0.0% | — | 215 | +162 | New | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 158 | 20 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 147 | 18 | 0.0% | 0.0% | 216 | -215 | -59.39% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 149 | 18 | 0.0% | 0.01% | 217 | -168 | -53.0% | Q1 2026 | Apr 15, 2026 |
| Bank & Trust Co | History | No change | 144 | 18 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Beacon Capital Management, Inc. | History | No change | 138 | 17 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | No change | 82 | 10 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 78 | 9 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | New | 63 | 8 | 0.0% | — | 222 | +63 | New | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | No change | 38 | 4 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Noble Wealth Management PBC | History | No change | 35 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Operose Advisors LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 8 | 1 | 0.0% | — | 226 | +8 | New | Q1 2026 | May 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.09% | — | -10,361 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,200 | -100.0% | Q1 2026 | May 12, 2026 |
| Bawa N Mallick Trust | History | Closed out | 0 | 0 | — | 0.17% | — | -3,609 | -100.0% | Q1 2026 | May 15, 2026 |
| Milestones Private Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,766 | -100.0% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,594 | -100.0% | Q1 2026 | May 15, 2026 |
| Seneca Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,582 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -1,581 | -100.0% | Q1 2026 | May 15, 2026 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,519 | -100.0% | Q1 2026 | May 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,410 | -100.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 15, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |