Invesco Exchange-Traded Fund Trust II - QQQM
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Reduced | 11,197,565 | 2,660,765 | 0.41% | 0.45% | 1 | -456,082 | -3.91% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 10,531,283 | 2,502,443 | 0.66% | 0.74% | 2 | -199,208 | -1.86% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,387,215 | 1,755,350 | 0.47% | 0.55% | 3 | +7,046 | 0.1% | Q1 2026 | May 04, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 4,764,517 | 1,132,144 | 7.63% | 8.37% | 4 | +16,845 | 0.35% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 4,134,354 | 982,405 | 0.06% | 0.07% | 5 | -232,846 | -5.33% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,694,937 | 877,990 | 0.54% | 0.59% | 6 | +30,739 | 0.84% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,415,137 | 790,987 | 0.38% | 0.43% | 7 | +635,757 | 22.87% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,189,189 | 757,815 | 0.23% | 0.23% | 8 | +252,193 | 8.59% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,748,266 | 655,869 | 0.15% | 0.14% | 9 | +270,510 | 10.92% | Q1 2026 | May 15, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | Added to | 2,691,000 | 639,435 | 4.92% | 4.89% | 10 | +57,000 | 2.16% | Q1 2026 | Apr 28, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 2,576,146 | 612,143 | 6.71% | 6.0% | 11 | +520,102 | 25.3% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,235,446 | 531,186 | 0.31% | 0.31% | 12 | -28,715 | -1.27% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 2,217,040 | 526,813 | 0.56% | 0.58% | 13 | +120,112 | 5.73% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 2,080,865 | 494,455 | 0.03% | 0.03% | 14 | +140,106 | 7.22% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 1,942,336 | 461,537 | 3.91% | 4.35% | 15 | -194,437 | -9.1% | Q1 2026 | May 11, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | New | 1,799 | 427,478 | 4.8% | — | 16 | +1,799 | New | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,743,076 | 414,189 | 0.07% | 0.05% | 17 | +456,274 | 35.46% | Q1 2026 | May 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 1,500,663 | 356,588 | 2.15% | 4.53% | 18 | -1,276,000 | -45.95% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,175,381 | 279,293 | 0.39% | 0.38% | 19 | +48,414 | 4.3% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,170,927 | 278,235 | 0.02% | 0.02% | 20 | -21,633 | -1.81% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,007,267 | 239,430 | 0.35% | 0.4% | 21 | -78,260 | -7.21% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,003,302 | 238,569 | 7.6% | 8.25% | 22 | +69,141 | 7.4% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 895,507 | 212,790 | 1.0% | 1.08% | 23 | -8,570 | -0.95% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Added to | 886,351 | 210,614 | 0.04% | 0.04% | 24 | +50,421 | 6.03% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 852,166 | 204,136 | 0.42% | 0.41% | 25 | -319,739 | -27.28% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | Added to | 841,158 | 199,875 | 2.14% | 0.14% | 26 | +817,611 | 3472.25% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 840,539 | 199,728 | 0.03% | 0.02% | 27 | +410,439 | 95.43% | Q1 2026 | May 12, 2026 |
| Norinchukin Bank, The | History | Added to | 823,000 | 195,561 | 2.28% | 1.14% | 28 | +436,000 | 112.66% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 821,445 | 195,191 | 1.03% | 0.76% | 29 | +243,100 | 42.03% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 803,930 | 191,029 | 0.12% | 0.12% | 30 | -11,554 | -1.42% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 746,482 | 177,378 | 0.25% | 0.18% | 31 | +254,292 | 51.67% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 739,839 | 175,800 | 0.03% | 0.03% | 32 | -18,419 | -2.43% | Q1 2026 | May 05, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 613,454 | 154,117 | 11.31% | 11.15% | 33 | +25,490 | 4.34% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 559,434 | 132,932 | 0.01% | 0.01% | 34 | +81,834 | 17.13% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 497,553 | 118,228 | 0.14% | 0.14% | 35 | +40,254 | 8.8% | Q1 2026 | May 13, 2026 |
| Main Management Fund Advisors LLC | History | Added to | 1,059,100 | 117,412 | 9.86% | 9.9% | 36 | +629,900 | 146.76% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 480,372 | 114,150 | 0.12% | 0.11% | 37 | +96,332 | 25.08% | Q1 2026 | May 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 441,361 | 111,629 | 5.41% | 5.28% | 38 | -2,033 | -0.46% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 443,314 | 105,340 | 0.27% | 0.26% | 39 | +55,298 | 14.25% | Q1 2026 | Apr 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 441,718 | 104,961 | 3.88% | 3.86% | 40 | -933 | -0.21% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 438,348 | 104,160 | 1.43% | 1.39% | 41 | +54,252 | 14.12% | Q1 2026 | Apr 08, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 424,408 | 97,558 | 0.08% | 0.08% | 42 | +8,667 | 2.08% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 404,800 | 96,188 | 0.02% | 0.01% | 43 | +192,800 | 90.94% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Reduced | 402,000 | 95,523 | 0.77% | 0.79% | 44 | -15,000 | -3.6% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 390,837 | 92,870 | 0.26% | 0.27% | 45 | -48,479 | -11.04% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 386,700 | 91,887 | 0.07% | 0.01% | 46 | +361,700 | 1446.8% | Q1 2026 | May 15, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 377,396 | 89,676 | 16.47% | 1.8% | 47 | +340,575 | 924.95% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 359,351 | 85,389 | 0.1% | 0.1% | 48 | +31,540 | 9.62% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 354,132 | 84,148 | 0.22% | 0.23% | 49 | +16,182 | 4.79% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 344,553 | 81,872 | 1.04% | 1.27% | 50 | +2,324 | 0.68% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 290,204 | 81,436 | 10.87% | 10.55% | 51 | +30,808 | 11.88% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 317,576 | 75,462 | 0.6% | 0.87% | 52 | +29,283 | 10.16% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 312,615 | 74,283 | 2.71% | 3.31% | 53 | +28,257 | 9.94% | Q1 2026 | May 19, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 286,321 | 72,411 | 0.47% | 0.52% | 54 | -16,084 | -5.32% | Q1 2026 | May 15, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 300,039 | 71,295 | 8.31% | 9.69% | 55 | +1,352 | 0.45% | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 291,465 | 69,257 | 0.32% | 0.22% | 56 | +5,707 | 2.0% | Q1 2026 | May 14, 2026 |
| Paragon Advisors, LLC | History | Added to | 287,831 | 68,394 | 18.44% | 18.53% | 57 | +18,183 | 6.74% | Q1 2026 | May 04, 2026 |
| Gradient Investments LLC | History | Added to | 279,062 | 66,310 | 1.03% | 1.06% | 58 | +15,010 | 5.68% | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 266,867 | 63,412 | 2.44% | 2.68% | 59 | +2,733 | 1.03% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 263,368 | 62,581 | 0.24% | 0.26% | 60 | +10,972 | 4.35% | Q1 2026 | Apr 30, 2026 |
| TAIYO LIFE INSURANCE CO | History | Reduced | 263,000 | 62,494 | 6.9% | 8.29% | 61 | -120,000 | -31.33% | Q1 2026 | May 07, 2026 |
| One Day In July LLC | History | Added to | 261,249 | 62,078 | 4.97% | 5.18% | 62 | +12,008 | 4.82% | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 259,607 | 61,687 | 0.14% | 0.12% | 63 | +47,597 | 22.45% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 227,469 | 54,051 | 0.23% | 0.24% | 64 | +1,988 | 0.88% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 226,706 | 53,869 | 0.03% | 0.04% | 65 | -83,092 | -26.82% | Q1 2026 | May 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 222,614 | 52,897 | 0.07% | 0.07% | 66 | +11,817 | 5.61% | Q1 2026 | Apr 27, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 220,323 | 52,353 | 2.33% | 1.41% | 67 | +96,049 | 77.29% | Q1 2026 | May 05, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 217,138 | 51,596 | 17.75% | 19.03% | 68 | +4,804 | 2.26% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 216,296 | 51,396 | 0.01% | 0.02% | 69 | -277,670 | -56.21% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 223,502 | 51,376 | 0.0% | 0.0% | 70 | +90,277 | 67.76% | Q1 2026 | May 13, 2026 |
| Rolek Wealth Management LLC | History | Added to | 215,245 | 51,146 | 36.69% | 5.21% | 71 | +185,181 | 615.96% | Q1 2026 | Apr 22, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 213,731 | 50,786 | 5.56% | 9.96% | 72 | -19,630 | -8.41% | Q1 2026 | May 07, 2026 |
| Whelan Financial | History | Added to | 213,128 | 50,643 | 15.72% | 16.66% | 73 | +2,327 | 1.1% | Q1 2026 | Apr 24, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 201,639 | 47,913 | 2.7% | 3.36% | 74 | +4,549 | 2.31% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 201,037 | 47,770 | 0.09% | 0.08% | 75 | +26,957 | 15.49% | Q1 2026 | May 14, 2026 |
| ALTFEST L J & CO INC | History | Added to | 194,905 | 46,313 | 4.95% | 5.35% | 76 | +1,746 | 0.9% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 193,372 | 45,949 | 0.09% | 0.1% | 77 | -23,408 | -10.8% | Q1 2026 | May 01, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 187,473 | 44,547 | 4.55% | 4.69% | 78 | +6,216 | 3.43% | Q1 2026 | May 07, 2026 |
| Main Management LLC | History | Reduced | 186,163 | 44,236 | 3.22% | 3.51% | 79 | -6,482 | -3.36% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 179,046 | 42,544 | 0.58% | 0.45% | 80 | +54,688 | 43.98% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 176,266 | 41,884 | 0.48% | 0.49% | 81 | +3,401 | 1.97% | Q1 2026 | Apr 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 174,496 | 41,463 | 0.01% | 0.51% | 82 | -546,910 | -75.81% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 168,823 | 40,115 | 0.02% | 0.02% | 83 | +21,344 | 14.47% | Q1 2026 | May 15, 2026 |
| Verde Capital Management | History | Added to | 165,987 | 39,441 | 8.43% | 8.32% | 84 | +11,647 | 7.55% | Q1 2026 | Apr 17, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 159,278 | 37,847 | 2.83% | 2.92% | 85 | +6,913 | 4.54% | Q1 2026 | May 05, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 157,863 | 37,511 | 9.91% | 10.29% | 86 | +11,148 | 7.6% | Q1 2026 | Apr 21, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 155,379 | 36,921 | 5.14% | 5.57% | 87 | -468 | -0.3% | Q1 2026 | May 13, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 145,552 | 36,743 | 5.7% | 5.7% | 88 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 154,458 | 36,702 | 2.83% | 3.13% | 89 | -7,226 | -4.47% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 152,725 | 36,290 | 0.09% | 0.05% | 90 | +81,300 | 113.83% | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 152,480 | 36,250 | 0.11% | 0.12% | 91 | -18,195 | -10.66% | Q1 2026 | May 14, 2026 |
| EdgeRock Capital LLC | History | Reduced | 152,199 | 36,199 | 9.8% | 10.41% | 92 | -2,379 | -1.54% | Q1 2026 | Apr 16, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 149,033 | 35,852 | 6.37% | 6.16% | 93 | -138 | -0.09% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 150,786 | 35,823 | 0.04% | 0.04% | 94 | +11,016 | 7.88% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 149,900 | 35,619 | 3.51% | 3.69% | 95 | +4,491 | 3.09% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 149,843 | 35,605 | 0.19% | 0.28% | 96 | -53,716 | -26.39% | Q1 2026 | May 05, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 147,234 | 34,985 | 1.9% | 1.94% | 97 | +1,498 | 1.03% | Q1 2026 | May 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 147,205 | 34,978 | 3.32% | 4.34% | 98 | -39,533 | -21.17% | Q1 2026 | Apr 27, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 146,787 | 34,877 | 1.68% | 1.84% | 99 | -2,162 | -1.45% | Q1 2026 | Apr 09, 2026 |
| 360 Financial, Inc. | History | Reduced | 143,582 | 34,118 | 10.28% | 11.02% | 100 | -542 | -0.38% | Q1 2026 | May 07, 2026 |
| KPP Advisory Services LLC | History | Added to | 142,992 | 33,977 | 4.93% | 4.72% | 101 | +14,419 | 11.21% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 142,718 | 33,912 | 0.17% | 0.19% | 102 | +2,663 | 1.9% | Q1 2026 | May 08, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 141,851 | 33,706 | 2.21% | 2.23% | 103 | +2,537 | 1.82% | Q1 2026 | Apr 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 141,616 | 33,650 | 1.08% | 0.61% | 104 | +2,742 | 1.97% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 141,222 | 33,557 | 0.16% | 0.19% | 105 | -1,279 | -0.9% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 138,415 | 33,297 | 0.31% | 0.23% | 106 | +52,684 | 61.45% | Q1 2026 | Apr 07, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 139,872 | 33,236 | 4.3% | 4.58% | 107 | -1,841 | -1.3% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 135,829 | 32,275 | 0.25% | 0.12% | 108 | +69,760 | 105.59% | Q1 2026 | May 11, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 135,246 | 32,137 | 8.49% | 9.22% | 109 | +4,333 | 3.31% | Q1 2026 | Apr 15, 2026 |
| Stewardship Advisors, LLC | History | Added to | 134,325 | 31,918 | 7.33% | 7.83% | 110 | +432 | 0.32% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 134,065 | 31,857 | 0.04% | 0.03% | 111 | +60,819 | 83.03% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 133,367 | 31,690 | 3.79% | 3.94% | 112 | +166 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 130,761 | 31,072 | 0.08% | 0.06% | 113 | +20,761 | 18.87% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 130,252 | 30,952 | 0.03% | 0.03% | 114 | +6,491 | 5.24% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 120,329 | 30,433 | 0.54% | 0.54% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 127,215 | 30,229 | 1.8% | 1.88% | 116 | +1,942 | 1.55% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 125,595 | 29,843 | 0.32% | 0.25% | 117 | +39,661 | 46.15% | Q1 2026 | Apr 20, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 124,413 | 29,563 | 5.52% | 0.66% | 118 | +110,581 | 799.46% | Q1 2026 | May 05, 2026 |
| IFG Advisors, LLC | History | Added to | 122,659 | 29,146 | 4.77% | 4.91% | 119 | +6,062 | 5.2% | Q1 2026 | Apr 09, 2026 |
| Hudock, Inc. | History | Added to | 121,547 | 28,882 | 4.25% | 4.09% | 120 | +11,726 | 10.68% | Q1 2026 | May 13, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 120,899 | 28,728 | 8.05% | 8.8% | 121 | -501 | -0.41% | Q1 2026 | Apr 16, 2026 |
| Brookstone Capital Management | History | Added to | 119,459 | 28,385 | 0.32% | 0.28% | 122 | +21,660 | 22.15% | Q1 2026 | Apr 16, 2026 |
| CVFG LLC | History | Added to | 119,217 | 28,328 | 3.52% | 3.46% | 123 | +99,268 | 497.61% | Q1 2026 | Apr 29, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 118,730 | 28,212 | 5.62% | 6.16% | 124 | +2,030 | 1.74% | Q1 2026 | Apr 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 117,991 | 28,037 | 0.01% | 0.0% | 125 | +88,141 | 295.28% | Q1 2026 | May 11, 2026 |
| Integrated Capital Management, LLC | History | Added to | 117,919 | 28,019 | 11.82% | 12.34% | 126 | +4,412 | 3.89% | Q1 2026 | Apr 17, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 117,571 | 27,937 | 4.1% | 4.42% | 127 | +5,132 | 4.56% | Q1 2026 | Apr 24, 2026 |
| JP Wealth Management, Inc. | History | Added to | 117,543 | 27,930 | 18.94% | 20.57% | 128 | +2,481 | 2.16% | Q1 2026 | Apr 15, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 112,808 | 26,805 | 6.59% | 6.71% | 129 | +6,363 | 5.98% | Q1 2026 | Apr 03, 2026 |
| NorthRock Partners, LLC | History | Added to | 112,440 | 26,718 | 0.43% | 0.46% | 130 | +4,538 | 4.21% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 110,105 | 26,487 | 0.45% | 0.44% | 131 | +14,880 | 15.63% | Q1 2026 | May 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 111,412 | 26,473 | 9.59% | 9.41% | 132 | +3,295 | 3.05% | Q1 2026 | May 11, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 104,323 | 26,385 | 6.26% | 6.26% | 133 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| StoneX Group Inc. | History | Added to | 110,811 | 26,331 | 1.42% | 1.12% | 134 | +9,023 | 8.86% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 110,646 | 26,291 | 1.85% | 2.31% | 135 | -16,371 | -12.89% | Q1 2026 | May 12, 2026 |
| Advisors Preferred, LLC | History | Added to | 110,640 | 26,290 | 3.87% | 3.98% | 136 | +13,900 | 14.37% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 89,914 | 26,177 | 0.7% | 0.88% | 137 | +8,508 | 10.45% | Q1 2026 | May 14, 2026 |
| Eagle Strategies LLC | History | Added to | 108,554 | 25,794 | 3.08% | 0.35% | 138 | +97,859 | 915.0% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 108,314 | 25,737 | 0.47% | 0.55% | 139 | -7,975 | -6.86% | Q1 2026 | Apr 17, 2026 |
| Apriem Advisors | History | Reduced | 107,614 | 25,571 | 2.44% | 2.86% | 140 | -15,435 | -12.54% | Q1 2026 | May 14, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 107,469 | 25,536 | 12.45% | 13.04% | 141 | +2,133 | 2.02% | Q1 2026 | Apr 29, 2026 |
| AAF Wealth Management, LLC | History | Added to | 106,626 | 25,336 | 10.39% | 11.18% | 142 | +1,766 | 1.68% | Q1 2026 | May 08, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Added to | 106,290 | 25,256 | 2.09% | 2.01% | 143 | +150 | 0.14% | Q1 2026 | May 07, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 102,308 | 24,310 | 9.04% | 4.55% | 144 | +53,395 | 109.16% | Q1 2026 | May 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 98,878 | 23,495 | 0.33% | 0.41% | 145 | -21,752 | -18.03% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 98,804 | 23,477 | 0.02% | 0.02% | 146 | +14,424 | 17.09% | Q1 2026 | May 12, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 98,485 | 23,401 | 6.44% | 4.69% | 147 | +34,831 | 54.72% | Q1 2026 | Apr 23, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 97,388 | 23,141 | 4.21% | 4.06% | 148 | +5,695 | 6.21% | Q1 2026 | May 11, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 96,357 | 22,896 | 5.56% | 5.67% | 149 | +2,720 | 2.9% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Added to | 95,854 | 22,776 | 0.35% | 0.27% | 150 | +26,825 | 38.86% | Q1 2026 | May 08, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 95,493 | 22,691 | 4.03% | 4.63% | 151 | -3,476 | -3.51% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 94,563 | 22,470 | 0.27% | 0.32% | 152 | +5,834 | 6.58% | Q1 2026 | Apr 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 93,782 | 22,284 | 0.83% | 0.7% | 153 | +20,865 | 28.61% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 83,751 | 22,219 | 2.46% | 2.46% | 154 | +14,065 | 20.18% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 92,843 | 22,072 | 0.14% | 0.13% | 155 | +6,821 | 7.93% | Q1 2026 | May 15, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 91,849 | 21,792 | 2.88% | 3.02% | 156 | +2,865 | 3.22% | Q1 2026 | Apr 27, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 85,718 | 21,679 | 5.91% | 5.91% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 91,046 | 21,634 | 3.45% | 0.78% | 158 | +74,163 | 439.28% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 90,068 | 21,401 | 0.26% | 0.26% | 159 | +6,698 | 8.03% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Added to | 90,001 | 21,386 | 0.34% | 0.35% | 160 | +3,794 | 4.4% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 82,247 | 19,543 | 1.07% | 1.24% | 161 | -398 | -0.48% | Q1 2026 | May 14, 2026 |
| BANK HAPOALIM BM | History | Reduced | 82,000 | 19,485 | 2.99% | 3.12% | 162 | -60,000 | -42.25% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Added to | 80,695 | 19,174 | 0.41% | 0.42% | 163 | +442 | 0.55% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 154,951 | 19,102 | 0.88% | 0.15% | 164 | -9,854 | -5.98% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 79,927 | 19,020 | 0.31% | 0.28% | 165 | +13,051 | 19.52% | Q1 2026 | Apr 14, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 79,236 | 18,828 | 2.98% | 2.95% | 166 | -172 | -0.22% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 79,160 | 18,809 | 0.13% | 0.42% | 167 | -137,073 | -63.39% | Q1 2026 | Apr 14, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 77,480 | 18,410 | 9.17% | 9.57% | 168 | +1,157 | 1.52% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 77,268 | 18,360 | 1.53% | 1.58% | 169 | +159 | 0.21% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 77,088 | 18,317 | 0.1% | 0.1% | 170 | +8,822 | 12.92% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 77,005 | 18,297 | 0.36% | 0.36% | 171 | +3,965 | 5.43% | Q1 2026 | Apr 14, 2026 |
| Enclave Advisors LLC | History | Added to | 76,743 | 18,235 | 2.5% | 1.68% | 172 | +29,896 | 63.82% | Q1 2026 | Apr 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 76,176 | 18,101 | 0.42% | 1.03% | 173 | -90,692 | -54.35% | Q1 2026 | May 15, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 76,059 | 18,073 | 8.95% | 9.2% | 174 | -759 | -0.99% | Q1 2026 | Apr 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 75,849 | 18,023 | 0.59% | 0.63% | 175 | -688 | -0.9% | Q1 2026 | May 14, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 75,830 | 18,019 | 1.85% | 1.87% | 176 | -58 | -0.08% | Q1 2026 | May 11, 2026 |
| Sepio Capital, LP | History | Added to | 74,200 | 17,631 | 0.96% | 0.95% | 177 | +5,605 | 8.17% | Q1 2026 | May 13, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Added to | 73,736 | 17,521 | 5.12% | 0.22% | 178 | +70,692 | 2322.34% | Q1 2026 | May 01, 2026 |
| Wick Capital Partners, LLC | History | Added to | 73,291 | 17,415 | 3.18% | 3.05% | 179 | +5,996 | 8.91% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 72,728 | 17,281 | 0.43% | 0.48% | 180 | +154 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Clark Wealth Partners | History | Reduced | 71,510 | 16,992 | 11.41% | 12.17% | 181 | -7,503 | -9.5% | Q1 2026 | May 11, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 64,600 | 16,956 | 10.93% | 10.25% | 182 | +3,740 | 6.15% | Q1 2026 | Apr 16, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 70,318 | 16,708 | 7.07% | 7.21% | 183 | -366 | -0.52% | Q1 2026 | Apr 08, 2026 |
| Forge Financial Services LLC | History | Reduced | 68,426 | 16,264 | 1.65% | 7.41% | 184 | -72 | -0.11% | Q1 2026 | May 08, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 954,798 | 16,165 | 10.11% | 10.11% | 185 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Secure Asset Management, LLC | History | Added to | 66,659 | 15,839 | 2.51% | 2.52% | 186 | +3,024 | 4.75% | Q1 2026 | Apr 09, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 66,498 | 15,801 | 1.95% | 3.01% | 187 | -36,109 | -35.19% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 66,096 | 15,705 | 1.34% | 1.56% | 188 | -7,824 | -10.58% | Q1 2026 | May 15, 2026 |
| Drake & Associates, LLC | History | Added to | 64,680 | 15,369 | 2.93% | 2.84% | 189 | +8,399 | 14.92% | Q1 2026 | May 13, 2026 |
| Empire Life Investments Inc. | History | Reduced | 62,000 | 14,915 | 0.91% | 0.91% | 190 | -2,000 | -3.13% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 61,932 | 14,716 | 0.01% | 0.01% | 191 | +5,792 | 10.32% | Q1 2026 | May 11, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 61,566 | 14,629 | 5.68% | 6.17% | 192 | +5,157 | 9.14% | Q1 2026 | Apr 22, 2026 |
| Walker Financial Services, Inc. | History | Added to | 60,605 | 14,401 | 4.93% | 4.35% | 193 | +13,170 | 27.76% | Q1 2026 | Apr 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 60,126 | 14,287 | 3.64% | 3.16% | 194 | +15,772 | 35.56% | Q1 2026 | Apr 06, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 59,805 | 14,210 | 0.51% | 0.67% | 195 | -16,444 | -21.57% | Q1 2026 | Apr 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 59,556 | 14,151 | 0.18% | 0.22% | 196 | -7,739 | -11.5% | Q1 2026 | May 11, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 55,087 | 13,933 | 3.7% | 3.7% | 197 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 58,143 | 13,815 | 0.05% | 0.04% | 198 | +13,482 | 30.19% | Q1 2026 | Apr 24, 2026 |
| Compass Financial Services Inc | History | Reduced | 57,711 | 13,713 | 5.94% | 6.31% | 199 | -201 | -0.35% | Q1 2026 | May 01, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 57,397 | 13,638 | 5.71% | 6.08% | 200 | +51 | 0.09% | Q1 2026 | Apr 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 57,337 | 13,624 | 0.39% | 0.45% | 201 | +81 | 0.14% | Q1 2026 | Apr 09, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 55,680 | 13,230 | 7.97% | 9.67% | 202 | -8,342 | -13.03% | Q1 2026 | May 07, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 55,663 | 13,226 | 9.27% | 9.8% | 203 | +7,569 | 15.74% | Q1 2026 | May 06, 2026 |
| Cooper Capital Advisors LLC | History | Reduced | 54,538 | 12,959 | 9.07% | 9.05% | 204 | -2,290 | -4.03% | Q1 2026 | May 11, 2026 |
| Petix & Botte Co | History | Added to | 54,353 | 12,915 | 2.88% | 2.73% | 205 | +6,841 | 14.4% | Q1 2026 | Apr 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 54,154 | 12,868 | 0.14% | 0.17% | 206 | +4,763 | 9.64% | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | Reduced | 53,511 | 12,715 | 7.18% | 7.71% | 207 | -292 | -0.54% | Q1 2026 | Apr 28, 2026 |
| Roundview Capital LLC | History | Added to | 53,295 | 12,663 | 0.79% | 0.8% | 208 | +1,771 | 3.44% | Q1 2026 | May 08, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 52,990 | 12,591 | 0.38% | 0.39% | 209 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ODonnell Financial Services, LLC | History | New | 52,737 | 12,510 | 4.31% | — | 210 | +52,737 | New | Q1 2026 | May 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 51,246 | 12,177 | 0.25% | 0.25% | 211 | +2,292 | 4.68% | Q1 2026 | Apr 15, 2026 |
| Bison Wealth, LLC | History | Added to | 41,100 | 12,090 | 1.17% | 0.57% | 212 | +20,065 | 95.39% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | Reduced | 50,135 | 11,913 | 3.28% | 3.83% | 213 | -7,332 | -12.76% | Q1 2026 | May 04, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 49,953 | 11,869 | 5.15% | 5.04% | 214 | +4,692 | 10.37% | Q1 2026 | May 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 44,281 | 11,792 | 3.11% | 3.04% | 215 | +938 | 2.16% | Q1 2026 | Apr 21, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 49,477 | 11,756 | 1.88% | 1.95% | 216 | +712 | 1.46% | Q1 2026 | Apr 28, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 49,317 | 11,718 | 0.96% | 0.78% | 217 | +13,076 | 36.08% | Q1 2026 | Apr 13, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 49,053 | 11,655 | 8.26% | 12.32% | 218 | -15,590 | -24.12% | Q1 2026 | Apr 29, 2026 |
| URS Advisory LLC | History | Added to | 48,903 | 11,620 | 8.5% | 9.76% | 219 | +2,466 | 5.31% | Q1 2026 | Apr 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 48,721 | 11,577 | 0.82% | 0.73% | 220 | +8,284 | 20.49% | Q1 2026 | May 15, 2026 |
| Financial Enhancement Group LLC | History | Added to | 43,305 | 11,568 | 1.43% | 1.27% | 221 | +4,947 | 12.9% | Q1 2026 | Apr 20, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 48,243 | 11,463 | 4.21% | 4.21% | 222 | +1,094 | 2.32% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 48,066 | 11,421 | 0.08% | 0.11% | 223 | -6,023 | -11.14% | Q1 2026 | Apr 15, 2026 |
| Baring Financial LLC | History | Reduced | 47,960 | 11,396 | 6.97% | 7.44% | 224 | -354 | -0.73% | Q1 2026 | Apr 06, 2026 |
| Carter Financial Group, INC. | History | Reduced | 46,540 | 11,058 | 6.84% | 7.1% | 225 | -795 | -1.68% | Q1 2026 | Apr 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 46,302 | 11,002 | 0.8% | 0.83% | 226 | -2,111 | -4.36% | Q1 2026 | Apr 20, 2026 |
| Strategent Financial, LLC | History | Added to | 46,273 | 10,995 | 7.47% | 6.96% | 227 | +2,770 | 6.37% | Q1 2026 | Apr 20, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 45,661 | 10,850 | 0.56% | 0.6% | 228 | +459 | 1.02% | Q1 2026 | May 15, 2026 |
| Retirement Management Systems Inc. | History | Added to | 45,648 | 10,846 | 2.61% | 2.6% | 229 | +5,419 | 13.47% | Q1 2026 | Apr 14, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 38,660 | 10,729 | 4.48% | 3.75% | 230 | +7,355 | 23.49% | Q1 2026 | May 04, 2026 |
| Advisors Capital Management, LLC | History | Added to | 44,568 | 10,590 | 0.12% | 0.13% | 231 | +1,371 | 3.17% | Q1 2026 | May 01, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 44,382 | 10,546 | 1.78% | 1.74% | 232 | +5,959 | 15.51% | Q1 2026 | Apr 30, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 44,397 | 10,537 | 6.03% | 6.3% | 233 | +287 | 0.65% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 43,467 | 10,328 | 0.26% | 0.29% | 234 | -227 | -0.52% | Q1 2026 | Apr 07, 2026 |
| Sowell Financial Services LLC | History | Added to | 43,452 | 10,325 | 0.38% | 0.38% | 235 | +2,657 | 6.51% | Q1 2026 | Apr 20, 2026 |
| AlTi Global, Inc. | History | No change | 42,200 | 10,322 | 0.22% | 0.23% | 236 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 43,500 | 10,292 | 0.05% | 0.05% | 237 | +5,842 | 15.51% | Q1 2026 | May 15, 2026 |
| Prota Financial, LLC | History | Added to | 42,873 | 10,187 | 7.38% | 7.2% | 238 | +3,365 | 8.52% | Q1 2026 | Apr 09, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 42,717 | 10,150 | 0.32% | — | 239 | +42,717 | New | Q1 2026 | May 15, 2026 |
| Evensky & Katz LLC | History | Added to | 42,485 | 10,095 | 0.57% | 0.53% | 240 | +5,012 | 13.37% | Q1 2026 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 36,677 | 10,082 | 1.67% | 2.16% | 241 | -13,608 | -27.06% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 42,186 | 10,024 | 0.7% | 0.57% | 242 | +15 | 0.04% | Q1 2026 | May 11, 2026 |
| Solitude Financial Services | History | Added to | 38,127 | 10,007 | 2.96% | 2.98% | 243 | +2,379 | 6.65% | Q1 2026 | Apr 16, 2026 |
| SG Americas Securities, LLC | History | No change | 41,863 | 9,947 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 41,652 | 9,897 | 0.22% | 0.2% | 245 | +5,369 | 14.8% | Q1 2026 | May 15, 2026 |
| Congress Park Capital LLC | History | Added to | 40,994 | 9,740 | 2.99% | 2.92% | 246 | +2,312 | 5.98% | Q1 2026 | Apr 14, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 40,367 | 9,591 | 5.68% | 9.66% | 247 | -12,032 | -22.96% | Q1 2026 | May 05, 2026 |
| JBR Co Financial Management Inc | History | No change | 37,642 | 9,520 | 3.99% | 3.99% | 248 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | Reduced | 40,000 | 9,504 | 10.0% | 8.91% | 249 | -11,300 | -22.03% | Q1 2026 | May 05, 2026 |
| GERBER, LLC | History | Added to | 39,768 | 9,449 | 5.27% | 4.58% | 250 | +7,322 | 22.57% | Q1 2026 | Apr 22, 2026 |
| BARINGS LLC | History | Added to | 39,184 | 9,310 | 0.15% | 0.15% | 251 | +6,514 | 19.94% | Q1 2026 | May 06, 2026 |
| Procyon Advisors, LLC | History | Reduced | 39,027 | 9,273 | 0.45% | 0.55% | 252 | -4,878 | -11.11% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 38,857 | 9,233 | 0.14% | 0.16% | 253 | +396 | 1.03% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 38,655 | 9,185 | 0.14% | 0.15% | 254 | +9,988 | 34.84% | Q1 2026 | May 15, 2026 |
| Trademark Financial Management, LLC | History | Added to | 38,647 | 9,183 | 4.5% | 2.5% | 255 | +20,646 | 114.69% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 38,084 | 9,157 | 0.49% | 0.46% | 256 | -856 | -2.2% | Q1 2026 | May 12, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 38,353 | 9,113 | 2.79% | 2.97% | 257 | -85 | -0.22% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 38,069 | 9,045 | 0.12% | 0.14% | 258 | -1,916 | -4.79% | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 38,031 | 9,036 | 3.55% | 3.78% | 259 | +255 | 0.68% | Q1 2026 | May 04, 2026 |
| Capital Developers, LLC | History | Added to | 37,849 | 8,993 | 8.1% | 8.55% | 260 | +126 | 0.33% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 37,615 | 8,938 | 0.45% | 0.47% | 261 | +2,207 | 6.23% | Q1 2026 | Apr 23, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 37,610 | 8,937 | 5.22% | 4.96% | 262 | -69 | -0.18% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 37,588 | 8,931 | 0.35% | 0.12% | 263 | +33,240 | 764.49% | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 37,266 | 8,855 | 4.48% | 0.17% | 264 | +36,078 | 3036.87% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 37,159 | 8,829 | 0.37% | — | 265 | +37,159 | New | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 34,046 | 8,610 | 1.52% | 1.52% | 266 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,010 | 8,556 | 0.01% | 0.01% | 267 | +23,798 | 194.87% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 34,159 | 8,217 | 0.62% | 0.67% | 268 | -1,394 | -3.92% | Q1 2026 | Apr 27, 2026 |
| Blue Edge Capital, LLC | History | No change | 32,430 | 8,202 | 1.1% | 1.1% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 34,075 | 8,097 | 0.85% | 0.96% | 270 | -1,031 | -2.94% | Q1 2026 | May 04, 2026 |
| Tide Cove Capital Partners LLC | History | Reduced | 29,630 | 8,083 | 5.5% | 6.63% | 271 | -8,284 | -21.85% | Q1 2026 | Apr 28, 2026 |
| HT Partners LLC | History | Reduced | 33,502 | 7,960 | 2.41% | 2.55% | 272 | -357 | -1.05% | Q1 2026 | Apr 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 33,483 | 7,956 | 1.14% | 1.13% | 273 | +3,067 | 10.08% | Q1 2026 | May 13, 2026 |
| VANCE WEALTH, LLC | History | Added to | 33,467 | 7,952 | 2.3% | 2.46% | 274 | +763 | 2.33% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 33,087 | 7,862 | 0.64% | 0.96% | 275 | -15,963 | -32.54% | Q1 2026 | Apr 28, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 32,748 | 7,781 | 7.25% | — | 276 | +32,748 | New | Q1 2026 | May 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 32,731 | 7,765 | 0.07% | 6.74% | 277 | -3,065,316 | -98.94% | Q1 2026 | May 14, 2026 |
| Raub Brock Capital Management LP | History | Added to | 32,412 | 7,701 | 1.95% | 1.78% | 278 | +888 | 2.82% | Q1 2026 | Apr 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 32,347 | 7,686 | 0.53% | 0.54% | 279 | +5,447 | 20.25% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 32,118 | 7,631 | 0.02% | 0.01% | 280 | +11,246 | 53.88% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Reduced | 31,592 | 7,506 | 0.21% | 0.25% | 281 | -2,304 | -6.8% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 31,424 | 7,466 | 0.08% | 0.2% | 282 | -37,332 | -54.3% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Reduced | 31,348 | 7,448 | 0.06% | 0.07% | 283 | -2,972 | -8.66% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 30,790 | 7,316 | 0.25% | 0.18% | 284 | -3,147 | -9.27% | Q1 2026 | Apr 23, 2026 |
| New Perspectives, Inc | History | Added to | 30,617 | 7,275 | 2.52% | 2.31% | 285 | +4,277 | 16.24% | Q1 2026 | Apr 21, 2026 |
| Visionary Wealth Advisors | History | Reduced | 30,540 | 7,256 | 0.32% | 0.52% | 286 | -15,371 | -33.48% | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | Added to | 30,478 | 7,242 | 1.45% | 0.04% | 287 | +29,631 | 3498.35% | Q1 2026 | Apr 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 30,072 | 7,145 | 0.41% | 1.01% | 288 | -36,586 | -54.89% | Q1 2026 | Apr 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 29,962 | 7,120 | 0.34% | 0.3% | 289 | +4,253 | 16.54% | Q1 2026 | May 18, 2026 |
| Echo45 Advisors LLC | History | Added to | 29,946 | 7,115 | 4.0% | 4.21% | 290 | +808 | 2.77% | Q1 2026 | Apr 20, 2026 |
| Aspire Growth Partners LLC | History | Added to | 29,823 | 7,086 | 4.86% | 4.75% | 291 | +2,870 | 10.65% | Q1 2026 | Apr 17, 2026 |
| Summit Financial Consulting LLC | History | Reduced | 29,457 | 6,999 | 5.01% | 5.41% | 292 | -1 | -0.0% | Q1 2026 | Apr 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 29,445 | 6,996 | 0.07% | 0.06% | 293 | +4,806 | 19.51% | Q1 2026 | May 08, 2026 |
| Wealth Group Ltd | History | Added to | 29,170 | 6,931 | 1.58% | 1.38% | 294 | +4,767 | 19.53% | Q1 2026 | Apr 10, 2026 |
| Carnegie Investment Counsel | History | Reduced | 29,130 | 6,921 | 0.13% | 0.14% | 295 | -1,750 | -5.67% | Q1 2026 | May 01, 2026 |
| Tempo Wealth, LLC | History | Added to | 29,119 | 6,919 | 1.21% | 1.14% | 296 | +3,798 | 15.0% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 28,865 | 6,858 | 0.27% | 0.23% | 297 | +3,961 | 15.91% | Q1 2026 | May 12, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 28,698 | 6,819 | 3.0% | 2.98% | 298 | +3,271 | 12.86% | Q1 2026 | Apr 22, 2026 |
| Mueller Wealth, LLC | History | New | 28,685 | 6,816 | 5.44% | — | 299 | +28,685 | New | Q1 2026 | May 01, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 24,310 | 6,747 | 4.33% | 4.36% | 300 | -409 | -1.65% | Q1 2026 | May 06, 2026 |