INVESCO EXCHANGE-TRADED FUND TRUST - PWV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 3,532,400 | 246,243 | 0.01% | 0.01% | 1 | -84,629 | -2.34% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,039,976 | 142,206 | 0.04% | 0.03% | 2 | +194,397 | 10.53% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 821,082 | 57,237 | 0.0% | 0.0% | 3 | +12,575 | 1.56% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 539,979 | 37,641 | 0.01% | 0.01% | 4 | +79,583 | 17.29% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 519,784 | 36,234 | 0.02% | 0.02% | 5 | -43,343 | -7.7% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 465,081 | 32,420 | 0.0% | 0.01% | 6 | -19,644 | -4.05% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 387,000 | 26,977 | 0.44% | 0.21% | 7 | +226,423 | 141.01% | Q1 2026 | May 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 337,390 | 23,519 | 0.03% | 0.05% | 8 | -177,963 | -34.53% | Q1 2026 | Apr 27, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 322,918 | 22,510 | 2.51% | 2.49% | 9 | -920 | -0.28% | Q1 2026 | Apr 29, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 239,544 | 16,698 | 3.93% | 3.62% | 10 | +6,396 | 2.74% | Q1 2026 | Apr 23, 2026 |
| Stratos Investment Management, LLC | History | Added to | 210,881 | 14,700 | 0.59% | 0.41% | 11 | +58,300 | 38.21% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 203,823 | 14,208 | 0.0% | 0.0% | 12 | -3,625 | -1.75% | Q1 2026 | May 04, 2026 |
| SPWM Advisors LLC | History | Added to | 176,117 | 12,861 | 11.16% | 10.09% | 13 | +16,480 | 10.32% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 167,056 | 11,645 | 0.04% | 0.04% | 14 | +17,300 | 11.55% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 163,570 | 11,402 | 0.13% | 0.11% | 15 | +6,416 | 4.08% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 162,155 | 11,303 | 0.0% | 0.0% | 16 | -4,383 | -2.63% | Q1 2026 | May 11, 2026 |
| Wharton Business Group, LLC | History | Reduced | 155,635 | 10,849 | 0.41% | 0.41% | 17 | -7,100 | -4.36% | Q1 2026 | May 07, 2026 |
| Regal Investment Advisors LLC | History | Added to | 137,150 | 9,560 | 0.55% | 0.54% | 18 | +1,484 | 1.09% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 131,766 | 9,185 | 0.0% | 0.0% | 19 | -8,835 | -6.28% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 126,010 | 8,784 | 0.02% | 0.02% | 20 | -7,107 | -5.34% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 113,360 | 7,902 | 0.01% | 0.01% | 21 | +6,569 | 6.15% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 103,755 | 7,232 | 0.01% | 0.01% | 22 | +5,112 | 5.18% | Q1 2026 | May 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 103,549 | 7,218 | 0.75% | 0.73% | 23 | -4,744 | -4.38% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 107,076 | 7,128 | 0.05% | 0.05% | 24 | +1,299 | 1.23% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 102,102 | 7,117 | 0.59% | 0.61% | 25 | -5,181 | -4.83% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 94,973 | 6,620 | 0.03% | 0.02% | 26 | +19,790 | 26.32% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Reduced | 85,514 | 5,961 | 0.01% | 0.01% | 27 | -1,416 | -1.63% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 70,108 | 4,887 | 0.12% | 0.05% | 28 | +38,458 | 121.51% | Q1 2026 | Apr 29, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 69,013 | 4,810 | 0.1% | 0.09% | 29 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 68,253 | 4,757 | 1.99% | 1.88% | 30 | +839 | 1.24% | Q1 2026 | Apr 29, 2026 |
| AGH Wealth Advisors, LLC | History | Added to | 52,471 | 3,659 | 2.69% | 2.55% | 31 | +1,395 | 2.73% | Q1 2026 | Apr 22, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 52,364 | 3,650 | 1.93% | 1.85% | 32 | +255 | 0.49% | Q1 2026 | May 08, 2026 |
| Cooksen Wealth, LLC | History | No change | 51,511 | 3,590 | 2.61% | 2.51% | 33 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 49,943 | 3,477 | 0.03% | 0.03% | 34 | +6,373 | 14.63% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 46,463 | 3,186 | 0.0% | 0.0% | 35 | +217 | 0.47% | Q1 2026 | May 13, 2026 |
| Firestone Capital Management | History | No change | 37,363 | 2,604 | 0.54% | 0.53% | 36 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 35,605 | 2,482 | 0.04% | 0.04% | 37 | -331 | -0.92% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 31,729 | 2,211 | 0.0% | 0.0% | 38 | -524 | -1.62% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 30,753 | 2,143 | 0.07% | 0.07% | 39 | +54 | 0.18% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,240 | 2,108 | 0.01% | 0.01% | 40 | +1,357 | 4.7% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Added to | 29,552 | 2,060 | 0.02% | 0.01% | 41 | +25,360 | 604.96% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 26,498 | 1,847 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 26,156 | 1,823 | 0.0% | 0.0% | 43 | +9,969 | 61.59% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 25,656 | 1,788 | 0.0% | 0.0% | 44 | -1,301 | -4.83% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 25,506 | 1,778 | 0.0% | 0.0% | 45 | -1,304 | -4.86% | Q1 2026 | May 04, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 23,796 | 1,658 | 0.7% | 0.7% | 46 | -504 | -2.07% | Q1 2026 | May 01, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 22,169 | 1,545 | 1.15% | 1.07% | 47 | -192 | -0.86% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 21,701 | 1,512 | 0.0% | 0.0% | 48 | +13,191 | 155.01% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 19,634 | 1,368 | 0.0% | 0.0% | 49 | +1,029 | 5.53% | Q1 2026 | May 15, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 18,990 | 1,323 | 1.99% | 0.98% | 50 | +9,243 | 94.83% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 18,935 | 1,319 | 0.0% | 0.0% | 51 | -667 | -3.4% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,614 | 1,274 | 0.0% | 0.0% | 52 | +3,594 | 23.93% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 18,204 | 1,269 | 0.0% | 0.0% | 53 | +7,106 | 64.03% | Q1 2026 | May 14, 2026 |
| CPC Advisors, LLC | History | No change | 17,831 | 1,242 | 0.2% | 0.12% | 54 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Evercore Wealth Management, LLC | History | No change | 17,782 | 1,239 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 17,510 | 1,220 | 0.04% | 0.05% | 56 | -173 | -0.98% | Q1 2026 | May 19, 2026 |
| Waverly Advisors, LLC | History | Added to | 16,512 | 1,151 | 0.01% | 0.01% | 57 | +20 | 0.12% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,616 | 1,088 | 0.0% | 0.0% | 58 | -76 | -0.48% | Q1 2026 | May 05, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 15,465 | 1,078 | 0.14% | 0.13% | 59 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 71 West Capital Partners | History | New | 15,369 | 1,071 | 0.05% | — | 60 | +15,369 | New | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 15,243 | 1,062 | 0.04% | 0.04% | 61 | -152 | -0.99% | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 15,092 | 1,052 | 0.09% | 0.11% | 62 | -3,626 | -19.37% | Q1 2026 | Apr 22, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 14,440 | 1,006 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 14,992 | 997 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 14,265 | 994 | 0.31% | 0.29% | 65 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Mariner, LLC | History | Added to | 14,235 | 992 | 0.0% | 0.0% | 66 | +4,385 | 44.52% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 14,224 | 991 | 0.0% | 0.0% | 67 | +6,560 | 85.59% | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 13,368 | 931 | 0.1% | 0.1% | 68 | -374 | -2.72% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 13,249 | 923 | 0.0% | 0.0% | 69 | +12,731 | 2457.72% | Q1 2026 | May 01, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 12,872 | 897 | 0.38% | 0.38% | 70 | -188 | -1.44% | Q1 2026 | May 11, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 12,672 | 883 | 0.07% | 0.08% | 71 | -2,115 | -14.3% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 12,444 | 867 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | New | 11,310 | 788 | 0.0% | — | 74 | +11,310 | New | Q1 2026 | May 13, 2026 |
| Wealthspire Retirement, LLC | History | No change | 11,315 | 788 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,046 | 769 | 0.0% | 0.0% | 75 | -1,792 | -13.96% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | No change | 10,685 | 744 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 10,387 | 724 | 0.15% | 0.17% | 77 | -1,500 | -12.62% | Q1 2026 | May 08, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 10,117 | 705 | 0.12% | 0.11% | 78 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 10,371 | 690 | 0.06% | 0.05% | 79 | +104 | 1.01% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,808 | 683 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,719 | 678 | 0.0% | 0.0% | 81 | +52 | 0.54% | Q1 2026 | Apr 22, 2026 |
| SimpliFi, Inc. | History | Added to | 9,700 | 676 | 0.28% | 0.27% | 82 | +194 | 2.04% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,545 | 665 | 0.01% | 0.01% | 83 | -105 | -1.09% | Q1 2026 | Apr 23, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 8,418 | 586 | 0.18% | 0.18% | 84 | +199 | 2.42% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 8,161 | 568 | 0.01% | 0.01% | 85 | +10 | 0.12% | Q1 2026 | May 06, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 7,364 | 513 | 0.49% | 0.44% | 86 | +286 | 4.04% | Q1 2026 | Apr 16, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 7,119 | 496 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 6,915 | 482 | 0.03% | 0.04% | 88 | -430 | -5.85% | Q1 2026 | May 18, 2026 |
| RDA Financial Network | History | No change | 6,800 | 474 | 0.12% | 0.11% | 89 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TCTC Holdings, LLC | History | No change | 6,547 | 456 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | No change | 6,500 | 453 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wedmont Private Capital | History | No change | 6,223 | 444 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 6,353 | 442 | 0.01% | 0.01% | 93 | -584 | -8.42% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 6,321 | 440 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,238 | 434 | 0.03% | 0.03% | 95 | +54 | 0.87% | Q1 2026 | Apr 08, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 6,049 | 421 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Parker Financial LLC | History | Reduced | 5,917 | 412 | 0.16% | 0.17% | 98 | -411 | -6.49% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Added to | 5,921 | 412 | 0.0% | 0.0% | 97 | +54 | 0.92% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,845 | 407 | 0.01% | 0.01% | 99 | -213 | -3.52% | Q1 2026 | Apr 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 5,825 | 406 | 0.03% | — | 100 | +5,825 | New | Q1 2026 | May 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,790 | 403 | 0.02% | — | 101 | +5,790 | New | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | Added to | 5,445 | 379 | 0.11% | 0.1% | 102 | +14 | 0.26% | Q1 2026 | May 11, 2026 |
| GREENLEAF TRUST | History | No change | 5,388 | 375 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dodds Wealth, LLC | History | Added to | 5,239 | 365 | 0.09% | 0.08% | 104 | +69 | 1.33% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | New | 5,082 | 354 | 0.0% | — | 106 | +5,082 | New | Q1 2026 | Apr 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,084 | 354 | 0.01% | 0.01% | 105 | -273 | -5.1% | Q1 2026 | Apr 23, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 4,938 | 344 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 5,167 | 343 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | No change | 4,890 | 340 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 4,850 | 338 | 0.09% | 0.1% | 110 | -356 | -6.84% | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,753 | 331 | 0.04% | 0.04% | 111 | -890 | -15.77% | Q1 2026 | May 01, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 4,452 | 310 | 0.07% | 0.07% | 112 | +1 | 0.02% | Q1 2026 | May 13, 2026 |
| IVC Wealth Advisors LLC | History | No change | 4,290 | 299 | 0.13% | 0.12% | 113 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| COMMERCE BANK | History | No change | 4,119 | 287 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 4,095 | 285 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 4,039 | 281 | 0.03% | 0.03% | 116 | -421 | -9.44% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,024 | 280 | 0.0% | 0.0% | 117 | +2,305 | 134.09% | Q1 2026 | May 13, 2026 |
| WESBANCO BANK INC | History | Reduced | 3,979 | 277 | 0.01% | 0.01% | 118 | -590 | -12.91% | Q1 2026 | Apr 21, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,962 | 276 | 0.03% | 0.03% | 120 | -132 | -3.22% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Added to | 3,966 | 276 | 0.0% | 0.0% | 119 | +7 | 0.18% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 3,842 | 267 | 0.01% | 0.01% | 121 | -29 | -0.75% | Q1 2026 | Apr 21, 2026 |
| MRA Advisory Group | History | Added to | 3,713 | 258 | 0.11% | 0.1% | 122 | +14 | 0.38% | Q1 2026 | Apr 22, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 3,684 | 256 | 0.06% | 0.07% | 123 | -92 | -2.44% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,657 | 254 | 0.0% | 0.0% | 124 | -43 | -1.16% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,555 | 248 | 0.0% | 0.0% | 125 | -3,217 | -47.5% | Q1 2026 | Apr 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,536 | 246 | 0.01% | — | 126 | +3,536 | New | Q1 2026 | Apr 28, 2026 |
| Mason & Associates Inc | History | No change | 3,460 | 237 | 0.05% | 0.04% | 127 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 3,405 | 237 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,377 | 235 | 0.0% | 0.0% | 129 | -25 | -0.73% | Q1 2026 | May 08, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 3,384 | 235 | 0.21% | 0.19% | 130 | +16 | 0.48% | Q1 2026 | Apr 08, 2026 |
| Wealth Group Ltd | History | No change | 3,300 | 230 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,294 | 229 | 0.0% | 0.0% | 132 | -1,769 | -34.94% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | New | 3,233 | 225 | 0.0% | — | 133 | +3,233 | New | Q1 2026 | Apr 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,189 | 222 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cypress Capital Group | History | No change | 3,047 | 212 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 3,000 | 209 | 0.0% | — | 136 | +3,000 | New | Q1 2026 | May 04, 2026 |
| Bay Rivers Group | History | New | 3,000 | 209 | 0.09% | — | 137 | +3,000 | New | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | No change | 2,859 | 199 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 2,785 | 194 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,690 | 187 | 0.0% | 0.0% | 141 | -433 | -13.86% | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | No change | 2,694 | 187 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,613 | 182 | 0.15% | 0.15% | 142 | +14 | 0.54% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 2,416 | 168 | 0.0% | 0.0% | 143 | +270 | 12.58% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | No change | 2,000 | 139 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | No change | 1,710 | 119 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CX Institutional | History | Reduced | 1,473 | 103 | 0.0% | 0.0% | 146 | -119 | -7.47% | Q1 2026 | Apr 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,455 | 101 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | No change | 1,338 | 93 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 1,332 | 92 | 0.07% | 0.08% | 150 | -152 | -10.24% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,392 | 92 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,295 | 90 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 1,282 | 89 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 1,175 | 81 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 1,125 | 78 | 0.03% | — | 154 | +1,125 | New | Q1 2026 | May 06, 2026 |
| YANKCOM Partnership | History | No change | 1,077 | 75 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Motiv8 Investments LLC | History | No change | 919 | 61 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 850 | 59 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 701 | 48 | 0.02% | — | 160 | +701 | New | Q1 2026 | May 13, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 696 | 48 | 0.01% | 0.01% | 159 | -22 | -3.06% | Q1 2026 | Apr 28, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 694 | 48 | 0.03% | 0.03% | 158 | +4 | 0.58% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 670 | 46 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 650 | 45 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Beacon Capital Management, Inc. | History | No change | 577 | 40 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 550 | 38 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 548 | 36 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 517 | 36 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 516 | 35 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 500 | 34 | 0.01% | — | 168 | +500 | New | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | No change | 450 | 31 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 363 | 25 | 0.0% | 0.0% | 170 | -550 | -60.24% | Q1 2026 | Apr 13, 2026 |
| NBZ Investment Advisors LLC | History | No change | 335 | 23 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 320 | 22 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 299 | 20 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 292 | 20 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 279 | 19 | 0.0% | — | 176 | +279 | New | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | No change | 275 | 19 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Sound Income Strategies, LLC | History | No change | 265 | 18 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Operose Advisors LLC | History | No change | 259 | 18 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 235 | 16 | 0.0% | 0.01% | 179 | -233 | -49.79% | Q1 2026 | Apr 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 229 | 15 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 181 | 12 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 58 | 4 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 44 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 16 | 1 | 0.0% | 0.0% | 185 | -24 | -60.0% | Q1 2026 | May 15, 2026 |
| Philip James Wealth Mangement, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,789 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,814 | -100.0% | Q1 2026 | May 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -8,832 | -100.0% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,665 | -100.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -2,575 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,291 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q1 2026 | May 15, 2026 |