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 | No change | 3,694,080 | 279,900 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,270,178 | 172,011 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 827,805 | 62,722 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 564,589 | 42,778 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 492,625 | 37,326 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 461,900 | 34,998 | 0.53% | 0.53% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 448,413 | 33,976 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 330,061 | 25,008 | 2.48% | 2.48% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 271,275 | 20,698 | 0.03% | 0.03% | 9 | -15,908 | -5.54% | Q3 2026 | Nov 02, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 246,034 | 18,772 | 4.06% | 4.09% | 10 | -854 | -0.35% | Q3 2026 | Oct 23, 2026 |
| Waverly Advisors, LLC | History | No change | 224,439 | 17,005 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 221,590 | 16,789 | 0.61% | 0.61% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SPWM Advisors LLC | History | No change | 204,744 | 16,115 | 14.89% | 14.89% | 13 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 196,174 | 14,864 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 190,448 | 14,531 | 0.04% | 0.04% | 15 | +29,425 | 18.27% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 163,533 | 12,392 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 160,664 | 12,258 | 0.12% | 0.12% | 17 | -1,001 | -0.62% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 159,560 | 12,089 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wharton Business Group, LLC | History | No change | 155,635 | 11,792 | 0.39% | 0.39% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | No change | 142,748 | 10,816 | 0.56% | 0.56% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 130,165 | 9,931 | 0.07% | 0.0% | 21 | +124,228 | 2092.44% | Q3 2026 | Oct 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 128,295 | 9,721 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 127,080 | 9,628 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 102,874 | 7,849 | 0.7% | 0.71% | 24 | -615 | -0.59% | Q3 2026 | Nov 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 102,602 | 7,774 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 100,095 | 7,637 | 0.56% | 0.58% | 26 | -1,278 | -1.26% | Q3 2026 | Oct 01, 2026 |
| Private Advisor Group, LLC | History | No change | 93,337 | 7,072 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 89,491 | 6,862 | 1.97% | — | 28 | +89,491 | New | Q3 2026 | Oct 09, 2026 |
| Cetera Investment Advisers | History | No change | 86,590 | 6,560 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 84,548 | 6,406 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 72,693 | 5,507 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pathstone Holdings, LLC | History | No change | 69,013 | 5,229 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 63,358 | 4,800 | 1.69% | 1.69% | 33 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rose Capital Advisors LLC | History | Reduced | 58,622 | 4,472 | 1.09% | 2.29% | 34 | -1,692 | -2.81% | Q3 2026 | Nov 04, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 52,645 | 3,988 | 1.82% | 1.82% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AGH Wealth Advisors, LLC | History | Reduced | 51,815 | 3,954 | 2.29% | 2.6% | 36 | -2,600 | -4.78% | Q3 2026 | Oct 26, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 50,894 | 3,945 | 2.42% | 2.46% | 37 | -617 | -1.2% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 48,843 | 3,746 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 47,244 | 3,604 | 0.0% | 0.0% | 39 | +5,412 | 12.94% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 44,658 | 3,407 | 0.02% | 0.03% | 40 | -4,966 | -10.01% | Q3 2026 | Oct 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 39,100 | 2,962 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Firestone Capital Management | History | Reduced | 37,233 | 2,840 | 0.53% | 0.53% | 42 | -130 | -0.35% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 35,524 | 2,735 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 35,605 | 2,716 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 33,131 | 2,510 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Baird Financial Group, Inc. | History | No change | 31,742 | 2,405 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,695 | 2,266 | 0.01% | 0.01% | 47 | +961 | 3.34% | Q3 2026 | Nov 02, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 29,601 | 2,258 | 0.49% | — | 48 | +29,601 | New | Q3 2026 | Oct 30, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 28,393 | 2,166 | 2.6% | 2.28% | 49 | +5,094 | 21.86% | Q3 2026 | Nov 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 28,583 | 2,165 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | Added to | 28,053 | 2,140 | 0.07% | 0.06% | 51 | +207 | 0.74% | Q3 2026 | Oct 30, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 26,498 | 2,007 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 26,019 | 1,971 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 24,130 | 1,828 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evolution Advisers, Inc. | History | No change | 23,796 | 1,803 | 0.66% | 0.66% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | New | 23,382 | 1,784 | 0.46% | — | 56 | +23,382 | New | Q3 2026 | Oct 19, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 22,232 | 1,696 | 1.07% | 1.06% | 57 | -57 | -0.26% | Q3 2026 | Oct 27, 2026 |
| FMR LLC | History | No change | 21,631 | 1,639 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 20,921 | 1,596 | 0.0% | 0.0% | 59 | +2,401 | 12.96% | Q3 2026 | Nov 02, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 19,926 | 1,520 | 0.16% | — | 60 | +19,926 | New | Q3 2026 | Oct 28, 2026 |
| Western Wealth Management, LLC | History | No change | 18,510 | 1,402 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 18,080 | 1,370 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,854 | 1,362 | 0.02% | 0.01% | 63 | +11,108 | 193.32% | Q3 2026 | Nov 04, 2026 |
| Evercore Wealth Management, LLC | History | No change | 17,782 | 1,347 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CPC Advisors, LLC | History | No change | 16,858 | 1,286 | 0.17% | 0.17% | 65 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HighTower Advisors, LLC | History | No change | 15,686 | 1,188 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 71 West Capital Partners | History | No change | 15,369 | 1,172 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 15,465 | 1,171 | 0.17% | 0.17% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Schuylkill Financial LLC | History | New | 15,135 | 1,154 | 1.13% | — | 70 | +15,135 | New | Q3 2026 | Oct 21, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 14,490 | 1,154 | 0.15% | 0.14% | 69 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 14,440 | 1,094 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 14,407 | 1,091 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,224 | 1,077 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 13,499 | 1,029 | 0.32% | 0.28% | 74 | -766 | -5.37% | Q3 2026 | Oct 20, 2026 |
| JNBA Financial Advisors | History | Added to | 13,382 | 1,021 | 0.08% | 0.08% | 75 | +50 | 0.38% | Q3 2026 | Nov 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,162 | 997 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 13,152 | 996 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 12,872 | 982 | 0.35% | 0.36% | 78 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 12,672 | 960 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 11,799 | 900 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Wealthspire Retirement, LLC | History | No change | 11,292 | 855 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Added to | 11,205 | 854 | 0.0% | 0.0% | 82 | +6 | 0.05% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,912 | 826 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MSH Capital Advisors LLC | History | No change | 10,387 | 792 | 0.12% | 0.14% | 84 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 10,368 | 791 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,380 | 786 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 10,117 | 771 | 0.12% | 0.11% | 87 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,951 | 759 | 0.01% | 0.01% | 88 | +406 | 4.25% | Q3 2026 | Oct 26, 2026 |
| SimpliFi, Inc. | History | Added to | 9,896 | 755 | 0.31% | 0.29% | 89 | +43 | 0.44% | Q3 2026 | Oct 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,808 | 743 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caldwell Trust Co | History | New | 9,590 | 731 | 0.06% | — | 92 | +9,590 | New | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,367 | 731 | 0.0% | 0.0% | 91 | +5,655 | 152.34% | Q3 2026 | Oct 13, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 9,042 | 689 | 0.17% | 0.18% | 93 | +432 | 5.02% | Q3 2026 | Oct 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 8,750 | 663 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,172 | 619 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 8,071 | 611 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,834 | 593 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 7,671 | 585 | 0.52% | 0.52% | 98 | +65 | 0.85% | Q3 2026 | Oct 08, 2026 |
| RDA Financial Network | History | Added to | 7,125 | 543 | 0.12% | 0.11% | 99 | +325 | 4.78% | Q3 2026 | Oct 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 7,119 | 539 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Investment Advisors / MI | History | No change | 6,750 | 511 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,596 | 503 | 0.03% | 0.04% | 102 | -684 | -9.4% | Q3 2026 | Oct 08, 2026 |
| TCTC Holdings, LLC | History | No change | 6,547 | 499 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MCF Advisors LLC | History | No change | 6,500 | 495 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Wedmont Private Capital | History | No change | 6,223 | 485 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,359 | 481 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | Reduced | 6,141 | 468 | 0.0% | 0.01% | 107 | -684 | -10.02% | Q3 2026 | Oct 15, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 6,049 | 461 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 5,916 | 451 | 0.02% | — | 109 | +5,916 | New | Q3 2026 | Nov 04, 2026 |
| Pure Financial Advisors, LLC | History | No change | 5,917 | 448 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parker Financial LLC | History | No change | 5,917 | 448 | 0.16% | 0.16% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 5,825 | 441 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,810 | 440 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 5,472 | 417 | 0.1% | 0.1% | 114 | +11 | 0.2% | Q3 2026 | Nov 03, 2026 |
| GREENLEAF TRUST | History | No change | 5,388 | 411 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 5,271 | 402 | 0.05% | 0.04% | 116 | +654 | 14.17% | Q3 2026 | Oct 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,155 | 390 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,082 | 387 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 4,938 | 374 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 4,882 | 372 | 0.23% | 0.28% | 121 | -566 | -10.39% | Q3 2026 | Oct 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 4,884 | 372 | 0.01% | 0.01% | 120 | -193 | -3.8% | Q3 2026 | Nov 05, 2026 |
| Dodds Wealth, LLC | History | Reduced | 4,875 | 371 | 0.08% | 0.09% | 122 | -364 | -6.95% | Q3 2026 | Nov 02, 2026 |
| Summit Financial, LLC | History | No change | 4,891 | 370 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 4,584 | 349 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 4,469 | 338 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redwood Financial Network Corp | History | Added to | 4,405 | 336 | 0.18% | 0.17% | 126 | +318 | 7.78% | Q3 2026 | Nov 03, 2026 |
| Independent Advisor Alliance | History | No change | 4,349 | 329 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 4,119 | 312 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 4,095 | 310 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Goldstein Advisors, LLC | History | No change | 4,039 | 308 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Cerity Partners LLC | History | No change | 3,974 | 301 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 3,893 | 294 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 3,842 | 293 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MRA Advisory Group | History | Added to | 3,740 | 285 | 0.11% | 0.1% | 134 | +12 | 0.32% | Q3 2026 | Oct 07, 2026 |
| WESBANCO BANK INC | History | Reduced | 3,733 | 284 | 0.01% | 0.01% | 135 | -246 | -6.18% | Q3 2026 | Nov 04, 2026 |
| M Holdings Securities, Inc. | History | New | 3,491 | 281 | 0.02% | — | 137 | +3,491 | New | Q3 2026 | Nov 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,686 | 281 | 0.0% | 0.0% | 136 | +13 | 0.35% | Q3 2026 | Oct 30, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,661 | 278 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SteelPeak Wealth, LLC | History | New | 3,541 | 270 | 0.01% | — | 139 | +3,541 | New | Q3 2026 | Oct 16, 2026 |
| Mason & Associates Inc | History | No change | 3,460 | 262 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 3,397 | 259 | 0.0% | 0.0% | 141 | +397 | 13.23% | Q3 2026 | Oct 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,420 | 259 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 3,405 | 257 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,377 | 255 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IVC Wealth Advisors LLC | History | No change | 3,334 | 254 | 0.1% | 0.1% | 145 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 3,241 | 247 | 0.16% | 0.18% | 146 | -162 | -4.76% | Q3 2026 | Oct 21, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 3,225 | 244 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Group Ltd | History | No change | 3,165 | 242 | 0.04% | 0.05% | 148 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 3,063 | 233 | 0.01% | — | 149 | +3,063 | New | Q3 2026 | Oct 14, 2026 |
| Cypress Capital Group | History | No change | 3,047 | 232 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,018 | 230 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bay Rivers Group | History | No change | 3,000 | 227 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 2,967 | 227 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 2,922 | 223 | 0.0% | 0.0% | 154 | +280 | 10.6% | Q3 2026 | Nov 05, 2026 |
| KLCM Advisors, Inc. | History | No change | 2,862 | 216 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | No change | 2,785 | 212 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Savvy Advisors, Inc. | History | No change | 2,763 | 209 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 2,722 | 207 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Peak Financial Management, Inc. | History | No change | 2,700 | 206 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HOWE & RUSLING INC | History | No change | 2,694 | 204 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 2,663 | 203 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,690 | 203 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 2,655 | 202 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,638 | 201 | 0.15% | 0.15% | 164 | +11 | 0.42% | Q3 2026 | Oct 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 2,623 | 200 | 0.0% | — | 165 | +2,623 | New | Q3 2026 | Oct 23, 2026 |
| Arax Advisory Partners | History | No change | 2,362 | 178 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,269 | 171 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | No change | 1,710 | 130 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CX Institutional | History | Added to | 1,487 | 113 | 0.0% | 0.0% | 169 | +6 | 0.41% | Q3 2026 | Oct 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,455 | 110 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,392 | 105 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 1,332 | 101 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,295 | 98 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| AE Wealth Management LLC | History | No change | 1,192 | 90 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 1,175 | 89 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,150 | 87 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| YANKCOM Partnership | History | No change | 1,077 | 82 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 850 | 64 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 708 | 54 | 0.02% | 0.02% | 179 | +3 | 0.43% | Q3 2026 | Oct 20, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 670 | 51 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 658 | 50 | 0.01% | 0.01% | 181 | -22 | -3.24% | Q3 2026 | Nov 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 650 | 49 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Beacon Capital Management, Inc. | History | No change | 574 | 43 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 548 | 41 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 517 | 39 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 516 | 39 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 478 | 36 | 0.0% | — | 187 | +478 | New | Q3 2026 | Oct 09, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 388 | 29 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 390 | 29 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 366 | 27 | 0.0% | 0.0% | 190 | +2 | 0.55% | Q3 2026 | Oct 16, 2026 |
| NBZ Investment Advisors LLC | History | No change | 335 | 25 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 320 | 24 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 299 | 22 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 275 | 20 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Operose Advisors LLC | History | No change | 259 | 19 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 229 | 17 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Fortitude Family Office, LLC | History | No change | 235 | 17 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 67 | 5 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 58 | 4 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Heritage Family Offices, LLP | History | New | 40 | 3 | 0.0% | — | 202 | +40 | New | Q3 2026 | Nov 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 44 | 3 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crews Bank & Trust | History | No change | 49 | 3 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,367 | -100.0% | Q3 2026 | Oct 23, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,793 | -100.0% | Q3 2026 | Oct 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q3 2026 | Oct 29, 2026 |