INVESCO EXCHANGE-TRADED FUND TRUST - RPG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,401,577 | 65,418 | 0.0% | 0.0% | 1 | -98,614 | -6.57% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,027,272 | 47,947 | 0.01% | 0.01% | 2 | -124,243 | -10.79% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,018,852 | 47,554 | 0.01% | 0.02% | 3 | -123,818 | -10.84% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 924,603 | 43,155 | 0.0% | 0.0% | 4 | -13,897 | -1.48% | Q4 2025 | Feb 17, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 703,165 | 32,820 | 4.85% | 5.22% | 5 | -12,061 | -1.69% | Q4 2025 | Jan 16, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 686,674 | 32,050 | 6.2% | 7.06% | 6 | -8,700 | -1.25% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 629,548 | 29,384 | 0.03% | 0.03% | 7 | -10,404 | -1.63% | Q4 2025 | Feb 06, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 586,670 | 27,382 | 3.41% | 3.71% | 8 | -3,030 | -0.51% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 552,437 | 25,784 | 0.0% | 0.0% | 9 | +113,711 | 25.92% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 468,318 | 21,858 | 0.01% | 0.01% | 10 | -194,496 | -29.34% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 387,032 | 18,068 | 0.03% | 0.03% | 11 | -82,136 | -17.51% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 346,440 | 16,170 | 0.01% | 0.01% | 12 | -3,356 | -0.96% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 327,554 | 15,289 | 0.0% | — | 13 | +327,554 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 326,936 | 15,259 | 0.0% | 0.0% | 14 | +38,527 | 13.36% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 276,093 | 12,886 | 0.02% | 0.02% | 15 | -85,361 | -23.62% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 260,788 | 12,172 | 0.03% | 0.03% | 16 | -1,363 | -0.52% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 255,476 | 11,924 | 0.23% | 0.28% | 17 | +14,465 | 6.0% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 228,478 | 10,664 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 218,806 | 10,212 | 1.06% | 1.16% | 19 | -12,959 | -5.59% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 175,950 | 8,212 | 0.0% | 0.0% | 20 | +1,000 | 0.57% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 171,348 | 7,997 | 0.01% | 0.01% | 21 | -394 | -0.23% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 164,057 | 7,657 | 0.1% | 0.11% | 22 | -8,802 | -5.09% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 143,509 | 6,698 | 0.01% | 0.01% | 23 | -3,921 | -2.66% | Q4 2025 | Feb 17, 2026 |
| Auxano Advisors, LLC | History | Reduced | 142,748 | 6,662 | 1.32% | 1.47% | 24 | -2,461 | -1.69% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 137,106 | 6,399 | 0.02% | 0.02% | 25 | -19,403 | -12.4% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 127,361 | 5,944 | 0.0% | 0.0% | 26 | +98,840 | 346.55% | Q4 2025 | Mar 25, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 121,690 | 5,935 | 0.01% | 0.01% | 27 | -9,438 | -7.2% | Q4 2025 | Jan 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 115,007 | 5,367 | 0.71% | — | 28 | +115,007 | New | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 107,695 | 5,026 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wolff Financial Management LLC | History | Reduced | 104,549 | 4,879 | 1.1% | 1.2% | 30 | -4,040 | -3.72% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 95,604 | 4,462 | 0.02% | 0.02% | 31 | -7,808 | -7.55% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 91,404 | 4,266 | 0.02% | 0.01% | 32 | +36,044 | 65.11% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 89,727 | 4,187 | 0.0% | 0.01% | 33 | +1,644 | 1.87% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 88,312 | 4,124 | 0.0% | 0.0% | 34 | -2,670 | -2.93% | Q4 2025 | Feb 17, 2026 |
| Wealth Group Ltd | History | Reduced | 77,880 | 3,635 | 0.81% | 0.88% | 35 | -1,384 | -1.75% | Q4 2025 | Jan 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 76,265 | 3,559 | 0.04% | 0.05% | 36 | -2,354 | -2.99% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 74,893 | 3,512 | 0.0% | 0.0% | 37 | +16,034 | 27.24% | Q4 2025 | Mar 09, 2026 |
| Plan Group Financial, LLC | History | Reduced | 73,127 | 3,413 | 0.89% | 1.26% | 38 | -25,023 | -25.49% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Reduced | 70,880 | 3,308 | 0.02% | 0.06% | 39 | -174,227 | -71.08% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 65,673 | 3,221 | 0.08% | 0.08% | 40 | -59 | -0.09% | Q4 2025 | Jan 28, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 66,955 | 3,125 | 0.52% | 0.53% | 41 | +1,519 | 2.32% | Q4 2025 | Feb 06, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 65,702 | 3,066 | 0.68% | 0.73% | 42 | -1,585 | -2.36% | Q4 2025 | Feb 06, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 61,425 | 2,867 | 0.95% | 1.06% | 43 | -1,178 | -1.88% | Q4 2025 | Jan 27, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 53,193 | 2,482 | 1.64% | 1.69% | 44 | +755 | 1.44% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Reduced | 50,821 | 2,372 | 0.19% | 0.2% | 45 | -40 | -0.08% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 46,627 | 2,176 | 0.0% | 0.0% | 46 | +21,798 | 87.79% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 46,323 | 2,162 | 0.1% | 0.13% | 47 | -20,074 | -30.23% | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Added to | 45,127 | 2,106 | 0.0% | 0.0% | 48 | +5,547 | 14.01% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 43,735 | 2,041 | 0.0% | 0.0% | 49 | +7,645 | 21.18% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Added to | 43,687 | 2,039 | 0.01% | 0.01% | 50 | +3,516 | 8.75% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 43,060 | 2,009 | 0.01% | 0.01% | 51 | -8,373 | -16.28% | Q4 2025 | Feb 18, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 42,556 | 1,986 | 0.25% | 0.3% | 52 | -3,573 | -7.75% | Q4 2025 | Jan 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 42,458 | 1,981 | 0.03% | 0.03% | 53 | -166 | -0.39% | Q4 2025 | Feb 09, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 40,786 | 1,974 | 0.44% | 0.5% | 54 | -1,116 | -2.66% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 42,236 | 1,971 | 0.09% | 0.09% | 55 | -1,918 | -4.34% | Q4 2025 | Jan 21, 2026 |
| American Trust | History | Reduced | 23,337 | 1,928 | 0.16% | 0.1% | 56 | -920 | -3.79% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 40,726 | 1,900 | 0.0% | 0.0% | 57 | +5,968 | 17.17% | Q4 2025 | Feb 18, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 39,396 | 1,838 | 0.05% | 0.05% | 58 | +2,230 | 6.0% | Q4 2025 | Feb 17, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 39,255 | 1,832 | 0.56% | 0.61% | 59 | -147 | -0.37% | Q4 2025 | Feb 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 37,136 | 1,733 | 0.32% | 0.03% | 60 | +61 | 0.16% | Q4 2025 | Mar 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 34,650 | 1,617 | 0.02% | 0.03% | 61 | +670 | 1.97% | Q4 2025 | Jan 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 33,411 | 1,559 | 0.0% | 0.0% | 62 | -16,589 | -33.18% | Q4 2025 | Feb 10, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 33,096 | 1,544 | 0.05% | 0.06% | 63 | -309 | -0.93% | Q4 2025 | Jan 12, 2026 |
| Berger Financial Group, Inc | History | Reduced | 31,443 | 1,467 | 0.08% | 0.09% | 64 | -32 | -0.1% | Q4 2025 | Jan 27, 2026 |
| Nvest Financial, LLC | History | Added to | 31,355 | 1,463 | 0.61% | 0.66% | 65 | +7,209 | 29.86% | Q4 2025 | Feb 10, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 30,985 | 1,446 | 0.18% | 0.17% | 66 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 30,346 | 1,416 | 0.0% | 0.0% | 67 | -3,811 | -11.16% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 29,516 | 1,377 | 0.0% | — | 68 | +29,516 | New | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 29,499 | 1,376 | 0.1% | 0.1% | 69 | +690 | 2.4% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | New | 29,070 | 1,356 | 0.03% | — | 70 | +29,070 | New | Q4 2025 | Feb 05, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 28,832 | 1,345 | 0.08% | 0.08% | 71 | -224 | -0.77% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,523 | 1,284 | 0.0% | 0.0% | 72 | +2,535 | 10.14% | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL GROUP | History | New | 27,439 | 1,280 | 0.13% | — | 73 | +27,439 | New | Q4 2025 | Apr 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 26,525 | 1,238 | 0.0% | 0.0% | 74 | +2,373 | 9.83% | Q4 2025 | Feb 17, 2026 |
| Pacific Center for Financial Services | History | No change | 23,211 | 1,107 | 0.28% | 0.28% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 23,700 | 1,106 | 0.26% | 0.22% | 76 | +6 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Advisors Inc. | History | No change | 22,000 | 1,081 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 22,992 | 1,073 | 0.06% | 0.07% | 78 | -1,747 | -7.06% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 23,002 | 1,073 | 0.0% | 0.0% | 79 | -975 | -4.07% | Q4 2025 | Mar 16, 2026 |
| Rothschild Wealth LLC | History | New | 22,437 | 1,047 | 0.1% | — | 80 | +22,437 | New | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 22,376 | 1,044 | 0.04% | 0.1% | 81 | -31,855 | -58.74% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 20,806 | 971 | 0.01% | 0.01% | 82 | -22 | -0.11% | Q4 2025 | Feb 13, 2026 |
| May Hill Capital, LLC | History | Added to | 20,800 | 970 | 0.13% | 0.15% | 83 | +10,400 | 100.0% | Q4 2025 | Feb 05, 2026 |
| Detalus Advisors, LLC | History | Reduced | 20,697 | 966 | 0.24% | 0.26% | 84 | -90 | -0.43% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Reduced | 20,495 | 956 | 0.03% | 0.03% | 85 | -830 | -3.89% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 20,189 | 942 | 0.01% | 0.01% | 86 | +467 | 2.37% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 20,071 | 937 | 0.04% | 0.06% | 87 | -7,840 | -28.09% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 19,990 | 933 | 0.01% | 0.01% | 88 | +472 | 2.42% | Q4 2025 | Jan 26, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 18,435 | 860 | 0.09% | 0.1% | 89 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 18,232 | 850 | 0.02% | 0.02% | 90 | -1,654 | -8.32% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,936 | 837 | 0.0% | — | 91 | +17,936 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 17,914 | 836 | 0.0% | 0.0% | 92 | -155 | -0.86% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Reduced | 17,766 | 829 | 0.15% | 0.16% | 93 | -75 | -0.42% | Q4 2025 | Jan 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,440 | 814 | 0.0% | 0.0% | 94 | -500 | -2.79% | Q4 2025 | Jan 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,435 | 813 | 0.01% | 0.01% | 95 | +1,028 | 6.27% | Q4 2025 | Feb 17, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 17,411 | 813 | 0.1% | 0.11% | 96 | -22 | -0.13% | Q4 2025 | Feb 18, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 16,790 | 812 | 0.1% | 0.11% | 97 | -274 | -1.61% | Q4 2025 | Jan 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 17,256 | 805 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 17,164 | 801 | 0.42% | 0.49% | 99 | -1,136 | -6.21% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | No change | 16,499 | 770 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 16,287 | 760 | 0.0% | 0.0% | 101 | -18,473 | -53.14% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 16,191 | 755 | 0.02% | 0.02% | 102 | -282 | -1.71% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 16,101 | 751 | 0.1% | 0.12% | 103 | -858 | -5.06% | Q4 2025 | Feb 02, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 15,520 | 724 | 0.34% | 0.35% | 104 | +2 | 0.01% | Q4 2025 | Jan 26, 2026 |
| STEPHENS INC /AR/ | History | Added to | 15,305 | 714 | 0.01% | 0.01% | 105 | +935 | 6.51% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 15,264 | 712 | 0.0% | 0.0% | 106 | +4,331 | 39.61% | Q4 2025 | Feb 17, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 14,865 | 693 | 0.21% | 0.23% | 107 | +1 | 0.01% | Q4 2025 | Feb 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 14,606 | 681 | 0.04% | 0.03% | 108 | +4,870 | 50.02% | Q4 2025 | Feb 04, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 14,542 | 678 | 0.04% | 0.03% | 109 | -80 | -0.55% | Q4 2025 | Jan 30, 2026 |
| &PARTNERS | History | Reduced | 14,379 | 671 | 0.0% | 0.0% | 110 | -919 | -6.01% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | New | 14,175 | 661 | 0.02% | — | 111 | +14,175 | New | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Added to | 13,546 | 646 | 0.0% | 0.0% | 112 | +242 | 1.82% | Q4 2025 | Feb 10, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 13,817 | 644 | 0.46% | 0.53% | 113 | -614 | -4.25% | Q4 2025 | Jan 12, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 13,200 | 616 | 0.06% | 0.06% | 114 | +2 | 0.02% | Q4 2025 | Feb 10, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 13,045 | 608 | 0.11% | 0.12% | 115 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,015 | 607 | 0.01% | 0.01% | 116 | -8,939 | -40.72% | Q4 2025 | Jan 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 12,898 | 601 | 0.01% | 0.01% | 117 | -143 | -1.1% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | No change | 12,863 | 600 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 12,794 | 597 | 0.01% | 0.01% | 120 | -372 | -2.83% | Q4 2025 | Jan 16, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 12,804 | 597 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 12,685 | 592 | 0.06% | 0.07% | 121 | -1,485 | -10.48% | Q4 2025 | Jan 22, 2026 |
| GREENLEAF TRUST | History | Reduced | 12,483 | 582 | 0.01% | 0.01% | 122 | -1,151 | -8.44% | Q4 2025 | Jan 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 12,457 | 581 | 0.03% | 0.06% | 123 | -9,961 | -44.43% | Q4 2025 | Jan 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,438 | 580 | 0.01% | 0.01% | 124 | +577 | 4.86% | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 11,696 | 572 | 0.02% | 0.02% | 125 | +452 | 4.02% | Q4 2025 | Jan 23, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 12,200 | 569 | 0.07% | 0.08% | 126 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| Advisor OS, LLC | History | Added to | 12,200 | 569 | 0.05% | 0.05% | 127 | +1 | 0.01% | Q4 2025 | Feb 04, 2026 |
| CITIGROUP INC | History | Added to | 12,116 | 565 | 0.0% | 0.0% | 128 | +4,584 | 60.86% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 11,182 | 521 | 0.0% | — | 129 | +11,182 | New | Q4 2025 | Feb 06, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 10,632 | 496 | 0.07% | 0.08% | 130 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,598 | 494 | 0.0% | 0.0% | 131 | -415 | -3.77% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | No change | 10,579 | 493 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,432 | 486 | 0.02% | 0.02% | 133 | -490 | -4.49% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 10,423 | 486 | 0.0% | 0.0% | 134 | -168 | -1.59% | Q4 2025 | Feb 03, 2026 |
| Avestar Capital, LLC | History | No change | 10,008 | 467 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bawa N Mallick Trust | History | No change | 10,000 | 466 | 0.17% | 0.18% | 136 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 9,975 | 465 | 0.1% | 0.1% | 137 | -21 | -0.21% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 9,783 | 456 | 0.0% | 0.0% | 138 | -1,880 | -16.12% | Q4 2025 | Jan 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 9,750 | 455 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 44,227 | 452 | 0.01% | 0.04% | 140 | -2,156 | -4.65% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,607 | 448 | 0.0% | 0.0% | 141 | +242 | 2.58% | Q4 2025 | Feb 10, 2026 |
| SOL Capital Management CO | History | Reduced | 9,280 | 433 | 0.04% | 0.04% | 142 | -100 | -1.07% | Q4 2025 | Jan 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 9,119 | 425 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | Added to | 9,089 | 424 | 0.28% | 0.27% | 144 | +835 | 10.12% | Q4 2025 | Feb 10, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 8,993 | 419 | 0.28% | 0.29% | 145 | +1 | 0.01% | Q4 2025 | Jan 23, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 8,787 | 410 | 0.03% | 0.05% | 146 | -2,751 | -23.84% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,694 | 405 | 0.01% | 0.01% | 147 | +159 | 1.86% | Q4 2025 | Feb 17, 2026 |
| Kera Capital Partners, Inc. | History | No change | 8,145 | 397 | 0.05% | 0.06% | 148 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 8,460 | 394 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 8,432 | 393 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | Reduced | 8,386 | 391 | 0.0% | 0.0% | 151 | -955 | -10.22% | Q4 2025 | Jan 28, 2026 |
| Pathstone Holdings, LLC | History | New | 8,280 | 386 | 0.0% | — | 152 | +8,280 | New | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 7,910 | 369 | 0.01% | 0.02% | 153 | -1,090 | -12.11% | Q4 2025 | Jan 27, 2026 |
| Well Done, LLC | History | Added to | 7,782 | 363 | 0.05% | 0.06% | 154 | +5 | 0.06% | Q4 2025 | Jan 13, 2026 |
| McAdam, LLC | History | Reduced | 7,584 | 353 | 0.02% | 0.02% | 155 | -20 | -0.26% | Q4 2025 | Feb 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 7,366 | 351 | 0.13% | 0.15% | 157 | -145 | -1.93% | Q4 2025 | Jan 13, 2026 |
| Aries Wealth Management | History | No change | 7,540 | 351 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | No change | 7,499 | 350 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 7,494 | 349 | 0.01% | 0.01% | 159 | +2,107 | 39.11% | Q4 2025 | Feb 17, 2026 |
| Capital Developers, LLC | History | New | 7,405 | 345 | 0.31% | — | 160 | +7,405 | New | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 7,330 | 342 | 0.0% | — | 161 | +7,330 | New | Q4 2025 | Feb 17, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 7,331 | 342 | 0.11% | 0.12% | 162 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 7,306 | 341 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 7,271 | 339 | 0.04% | 0.05% | 164 | +42 | 0.58% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 7,189 | 335 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SlateStone Wealth, LLC | History | No change | 7,152 | 334 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Advisor Resource Council | History | New | 6,690 | 332 | 0.12% | — | 167 | +6,690 | New | Q4 2025 | Feb 10, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 7,062 | 329 | 0.02% | 0.02% | 168 | +325 | 4.82% | Q4 2025 | Feb 11, 2026 |
| Diligent Investors, LLC | History | Reduced | 6,833 | 318 | 0.08% | 0.09% | 169 | -520 | -7.07% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 6,778 | 316 | 0.0% | — | 170 | +6,778 | New | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,677 | 311 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 6,621 | 309 | 0.0% | 0.0% | 172 | -284 | -4.11% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | No change | 6,605 | 308 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 6,575 | 306 | 0.15% | 0.15% | 174 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,295 | 294 | 0.01% | 0.01% | 175 | -315 | -4.77% | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 6,063 | 283 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,975 | 278 | 0.04% | — | 177 | +5,975 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,940 | 277 | 0.01% | 0.01% | 178 | -200 | -3.26% | Q4 2025 | Feb 06, 2026 |
| Haverford Trust Co | History | New | 5,695 | 265 | 0.0% | — | 179 | +5,695 | New | Q4 2025 | Feb 13, 2026 |
| TRUEFG, LLC | History | No change | 5,607 | 261 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,570 | 259 | 0.0% | 0.0% | 181 | -172 | -3.0% | Q4 2025 | Feb 12, 2026 |
| BankPlus Trust Department | History | No change | 5,565 | 259 | 0.07% | 0.07% | 182 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 5,427 | 253 | 0.03% | 0.04% | 183 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 5,356 | 249 | 0.03% | 0.07% | 184 | -4,999 | -48.28% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 5,355 | 249 | 0.01% | 0.01% | 185 | -40 | -0.74% | Q4 2025 | Jan 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 5,216 | 243 | 0.08% | 0.09% | 186 | -224 | -4.12% | Q4 2025 | Feb 10, 2026 |
| BURNEY CO/ | History | No change | 5,165 | 241 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,082 | 237 | 0.0% | 0.0% | 189 | -1,660 | -24.62% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,095 | 237 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5,080 | 237 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,090 | 237 | 0.0% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Leisure Capital Management | History | No change | 5,000 | 233 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Verum Partners LLC | History | Reduced | 4,987 | 232 | 0.05% | 0.05% | 193 | -34 | -0.68% | Q4 2025 | Jan 14, 2026 |
| GTS SECURITIES LLC | History | Reduced | 4,958 | 231 | 0.01% | 0.17% | 194 | -85,737 | -94.53% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,890 | 228 | 0.01% | 0.01% | 196 | +250 | 5.39% | Q4 2025 | Feb 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 4,905 | 228 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 4,805 | 224 | 0.17% | 0.18% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 4,654 | 217 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,596 | 214 | 0.0% | 0.0% | 199 | +148 | 3.33% | Q4 2025 | Feb 13, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 4,484 | 213 | 0.05% | 0.06% | 200 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | New | 4,520 | 210 | 0.0% | — | 201 | +4,520 | New | Q4 2025 | Feb 02, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 4,442 | 207 | 0.02% | — | 202 | +4,442 | New | Q4 2025 | Jan 23, 2026 |
| Purus Wealth Management, LLC | History | No change | 4,410 | 205 | 0.06% | 0.07% | 203 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,368 | 203 | 0.0% | — | 204 | +4,368 | New | Q4 2025 | Jan 29, 2026 |
| Hoese & Co LLP | History | No change | 4,310 | 201 | 0.14% | 0.16% | 205 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,276 | 199 | 0.01% | 0.02% | 206 | -98 | -2.24% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,245 | 198 | 0.0% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Parallel Advisors, LLC | History | No change | 3,920 | 182 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,587 | 167 | 0.0% | 0.0% | 209 | -7,263 | -66.94% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,401 | 158 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 3,027 | 141 | 0.02% | 0.02% | 211 | +427 | 16.42% | Q4 2025 | Feb 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,985 | 139 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,775 | 129 | 0.0% | 0.01% | 213 | -6,945 | -71.45% | Q4 2025 | Jan 23, 2026 |
| TSFG, LLC | History | No change | 2,740 | 128 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sound Income Strategies, LLC | History | New | 2,452 | 119 | 0.01% | — | 215 | +2,452 | New | Q4 2025 | Jan 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 2,502 | 116 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Bogart Wealth, LLC | History | No change | 2,367 | 110 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,324 | 108 | 0.02% | 0.03% | 218 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,255 | 105 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Reduced | 2,126 | 99 | 0.0% | 0.0% | 220 | -89 | -4.02% | Q4 2025 | Jan 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,057 | 96 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 1,396 | 65 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,200 | 56 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,185 | 55 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| First Command Advisory Services, Inc. | History | New | 1,158 | 54 | 0.0% | — | 225 | +1,158 | New | Q4 2025 | Feb 11, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 1,168 | 54 | 0.01% | 0.02% | 226 | -163 | -12.25% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,100 | 51 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | No change | 1,025 | 47 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,000 | 46 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 939 | 44 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NWK Group, Inc. | History | No change | 900 | 42 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 888 | 41 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 853 | 39 | 0.0% | 0.0% | 233 | +1 | 0.12% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | New | 828 | 38 | 0.0% | — | 234 | +828 | New | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | No change | 821 | 38 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 790 | 36 | 0.0% | 0.0% | 236 | -2,546 | -76.32% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | No change | 750 | 35 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 626 | 29 | 0.0% | — | 238 | +626 | New | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 603 | 28 | 0.0% | 0.0% | 239 | -103 | -14.59% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | No change | 582 | 27 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Gleason Group, Inc. | History | No change | 571 | 26 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 505 | 23 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 511 | 23 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 485 | 22 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 461 | 21 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 440 | 20 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 400 | 18 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 400 | 18 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | No change | 388 | 18 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GS Investments, Inc. | History | No change | 350 | 16 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Operose Advisors LLC | History | New | 325 | 15 | 0.0% | — | 251 | +325 | New | Q4 2025 | Feb 10, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 300 | 14 | 0.01% | — | 253 | +300 | New | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 311 | 14 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Morse Asset Management, Inc | History | No change | 284 | 13 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MGB Wealth Management, LLC | History | No change | 275 | 12 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 250 | 11 | 0.0% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 215 | 10 | 0.0% | 0.0% | 257 | -96 | -30.87% | Q4 2025 | Jan 13, 2026 |
| Key FInancial Inc | History | No change | 175 | 8 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 155 | 7 | 0.0% | — | 259 | +155 | New | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | No change | 166 | 7 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 118 | 5 | 0.0% | 0.0% | 264 | -396 | -77.04% | Q4 2025 | Feb 12, 2026 |
| WealthShield Partners, LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | History | No change | 119 | 5 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Scarborough Advisors, LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 100 | 4 | 0.0% | — | 266 | +100 | New | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 96 | 4 | 0.0% | — | 265 | +96 | New | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 268 | -46 | -63.89% | Q4 2025 | Feb 17, 2026 |
| Trinity Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.52% | — | -140,775 | -100.0% | Q3 2025 | Oct 08, 2025 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -116,904 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -44,375 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.04% | — | -26,765 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -26,749 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PAX Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -22,291 | -100.0% | Q3 2025 | Nov 04, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.08% | — | -18,358 | -100.0% | Q3 2025 | Nov 12, 2025 |
| G&S Capital LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -18,253 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,195 | -100.0% | Q3 2025 | Oct 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,829 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,394 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,091 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PDS Planning, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,270 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,214 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Octavia Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,195 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,237 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,220 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.03% | — | -938 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -599 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2025 | Nov 06, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |