INVESCO EXCHANGE-TRADED FUND TRUST - RPG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,331,059 | 62,213 | 0.0% | 0.0% | 1 | -70,518 | -5.03% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,048,051 | 48,985 | 0.01% | 0.01% | 2 | +29,199 | 2.87% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,001,135 | 46,793 | 0.01% | 0.01% | 3 | -26,137 | -2.54% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 903,982 | 42,252 | 0.0% | 0.0% | 4 | -20,621 | -2.23% | Q1 2026 | May 15, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 702,903 | 32,853 | 4.91% | 4.85% | 5 | -262 | -0.04% | Q1 2026 | Apr 23, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 680,084 | 31,787 | 5.84% | 6.2% | 6 | -6,590 | -0.96% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 592,223 | 27,680 | 0.03% | 0.03% | 7 | -37,325 | -5.93% | Q1 2026 | May 05, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 564,096 | 26,365 | 3.04% | 3.41% | 8 | -22,574 | -3.85% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 480,906 | 22,477 | 0.0% | 0.0% | 9 | -71,531 | -12.95% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 429,460 | 20,072 | 0.01% | 0.01% | 10 | -38,858 | -8.3% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 344,383 | 16,096 | 0.01% | 0.01% | 11 | -2,057 | -0.59% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 337,816 | 15,790 | 0.0% | 0.0% | 12 | +10,262 | 3.13% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 352,690 | 15,747 | 0.0% | 0.0% | 13 | +25,754 | 7.88% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 330,112 | 15,431 | 0.02% | 0.03% | 14 | -56,920 | -14.71% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 278,865 | 13,034 | 0.21% | 0.23% | 15 | +23,389 | 9.16% | Q1 2026 | May 18, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 257,306 | 12,027 | 0.03% | 0.03% | 16 | -3,482 | -1.34% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 256,806 | 12,003 | 0.02% | 0.02% | 17 | -19,287 | -6.99% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | New | 215,494 | 10,072 | 0.0% | — | 18 | +215,494 | New | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 209,714 | 9,802 | 0.05% | 0.02% | 19 | +138,834 | 195.87% | Q1 2026 | Apr 24, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 205,947 | 9,625 | 0.99% | 1.06% | 20 | -12,859 | -5.88% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 172,554 | 8,065 | 0.0% | 0.0% | 21 | +45,193 | 35.48% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 162,757 | 7,607 | 0.09% | 0.1% | 22 | -1,300 | -0.79% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 145,430 | 6,797 | 0.01% | — | 23 | +145,430 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 143,731 | 6,718 | 0.01% | 0.01% | 24 | +222 | 0.15% | Q1 2026 | May 14, 2026 |
| Trinity Wealth Management, LLC | History | New | 143,060 | 6,686 | 2.45% | — | 25 | +143,060 | New | Q1 2026 | Apr 17, 2026 |
| Auxano Advisors, LLC | History | Reduced | 139,928 | 6,540 | 1.3% | 1.32% | 26 | -2,820 | -1.98% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 137,145 | 6,410 | 0.02% | 0.02% | 27 | +39 | 0.03% | Q1 2026 | Apr 30, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 122,915 | 5,745 | 0.6% | 0.71% | 28 | +7,908 | 6.88% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 118,904 | 5,557 | 0.03% | 0.02% | 29 | +23,300 | 24.37% | Q1 2026 | May 05, 2026 |
| Advyzon Investment Management, LLC | History | New | 115,585 | 5,402 | 0.48% | — | 30 | +115,585 | New | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 107,477 | 5,163 | 0.01% | 0.01% | 31 | -14,213 | -11.68% | Q1 2026 | Apr 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 108,945 | 5,092 | 0.01% | — | 32 | +108,945 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 107,695 | 5,026 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wolff Financial Management LLC | History | Reduced | 101,986 | 4,766 | 1.05% | 1.1% | 34 | -2,563 | -2.45% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 99,141 | 4,633 | 0.02% | 0.02% | 35 | +7,737 | 8.46% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 87,311 | 4,083 | 0.0% | 0.0% | 36 | -1,001 | -1.13% | Q1 2026 | May 15, 2026 |
| Guardian Capital, LLC | History | New | 84,433 | 3,946 | 3.78% | — | 37 | +84,433 | New | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 84,209 | 3,935 | 0.0% | 0.0% | 38 | -5,518 | -6.15% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 78,027 | 3,646 | 0.0% | 0.01% | 39 | -93,321 | -54.46% | Q1 2026 | May 13, 2026 |
| Wealth Group Ltd | History | Reduced | 77,365 | 3,616 | 0.82% | 0.81% | 40 | -515 | -0.66% | Q1 2026 | Apr 10, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 65,653 | 3,536 | 0.08% | 0.08% | 41 | -20 | -0.03% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 75,435 | 3,525 | 0.04% | 0.04% | 42 | -830 | -1.09% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 70,000 | 3,271 | 0.0% | 0.0% | 43 | -105,950 | -60.22% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Added to | 65,034 | 3,039 | 0.15% | 0.1% | 44 | +18,711 | 40.39% | Q1 2026 | May 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 62,282 | 2,911 | 0.23% | 0.02% | 45 | +57,840 | 1302.12% | Q1 2026 | May 14, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 60,473 | 2,826 | 0.45% | 0.52% | 46 | -6,482 | -9.68% | Q1 2026 | May 07, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 60,318 | 2,819 | 0.94% | 0.95% | 47 | -1,107 | -1.8% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 58,899 | 2,752 | 0.0% | 0.0% | 48 | +13,772 | 30.52% | Q1 2026 | May 15, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 55,225 | 2,581 | 1.48% | 1.64% | 49 | +2,032 | 3.82% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 53,406 | 2,496 | 0.0% | 0.0% | 50 | -21,487 | -28.69% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 52,939 | 2,474 | 0.0% | 0.0% | 51 | +6,312 | 13.54% | Q1 2026 | May 13, 2026 |
| Plan Group Financial, LLC | History | Reduced | 52,202 | 2,439 | 0.57% | 0.89% | 52 | -20,925 | -28.61% | Q1 2026 | Apr 13, 2026 |
| XML Financial, LLC | History | Reduced | 50,704 | 2,369 | 0.19% | 0.19% | 53 | -117 | -0.23% | Q1 2026 | Apr 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 49,848 | 2,329 | 0.09% | 0.04% | 54 | +27,472 | 122.77% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 45,468 | 2,125 | 0.0% | 0.0% | 55 | +1,733 | 3.96% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 43,218 | 2,020 | 0.01% | 0.01% | 56 | -469 | -1.07% | Q1 2026 | May 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 42,102 | 1,967 | 0.24% | 0.25% | 57 | -454 | -1.07% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 41,969 | 1,961 | 0.09% | 0.09% | 58 | -267 | -0.63% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 41,791 | 1,953 | 0.03% | 0.03% | 59 | -667 | -1.57% | Q1 2026 | May 12, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 40,786 | 1,906 | 0.42% | 0.44% | 60 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 38,895 | 1,817 | 0.05% | 0.05% | 61 | -501 | -1.27% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 38,376 | 1,793 | 0.02% | — | 62 | +38,376 | New | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 38,135 | 1,782 | 0.08% | — | 63 | +38,135 | New | Q1 2026 | May 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 32,831 | 1,767 | 0.12% | 0.1% | 64 | +3,332 | 11.3% | Q1 2026 | Apr 29, 2026 |
| Pure Financial Advisors, LLC | History | No change | 37,136 | 1,735 | 0.02% | 0.03% | 65 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 36,857 | 1,722 | 0.0% | 0.0% | 66 | -3,869 | -9.5% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 36,522 | 1,707 | 0.06% | 0.05% | 67 | +3,426 | 10.35% | Q1 2026 | Apr 14, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 35,678 | 1,667 | 0.51% | 0.56% | 68 | -3,577 | -9.11% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 35,255 | 1,647 | 0.0% | 0.0% | 69 | +4,909 | 16.18% | Q1 2026 | May 12, 2026 |
| Synergy Asset Management, LLC | History | New | 33,285 | 1,555 | 0.17% | — | 70 | +33,285 | New | Q1 2026 | May 13, 2026 |
| Del-Sette Capital Management, LLC | History | New | 33,230 | 1,553 | 0.93% | — | 71 | +33,230 | New | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 32,673 | 1,527 | 0.0% | 0.0% | 72 | -738 | -2.21% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | New | 31,799 | 1,486 | 0.02% | — | 73 | +31,799 | New | Q1 2026 | Apr 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 30,985 | 1,448 | 0.19% | 0.18% | 74 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Berger Financial Group, Inc | History | Reduced | 30,200 | 1,411 | 0.08% | 0.08% | 75 | -1,243 | -3.95% | Q1 2026 | Apr 28, 2026 |
| Nvest Financial, LLC | History | Reduced | 30,185 | 1,410 | 0.53% | 0.61% | 76 | -1,170 | -3.73% | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 28,558 | 1,334 | 0.07% | 0.08% | 77 | -274 | -0.95% | Q1 2026 | Apr 24, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 27,984 | 1,307 | 0.13% | 0.13% | 78 | +545 | 1.99% | Q1 2026 | Apr 30, 2026 |
| Bridgewater Advisors Inc. | History | No change | 22,000 | 1,272 | 0.08% | 0.07% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 25,545 | 1,193 | 0.0% | 0.0% | 80 | -3,971 | -13.45% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 25,449 | 1,189 | 0.02% | 0.01% | 81 | +19,509 | 328.43% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 24,844 | 1,161 | 0.07% | 0.04% | 82 | +10,302 | 70.84% | Q1 2026 | Apr 29, 2026 |
| American Trust | History | Added to | 23,902 | 1,117 | 0.1% | 0.16% | 83 | +565 | 2.42% | Q1 2026 | May 01, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 23,608 | 1,103 | 0.21% | 0.26% | 84 | -92 | -0.39% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 23,519 | 1,099 | 0.0% | 0.0% | 85 | -4,004 | -14.55% | Q1 2026 | May 04, 2026 |
| Pacific Center for Financial Services | History | Added to | 23,216 | 1,085 | 0.28% | 0.28% | 86 | +5 | 0.02% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,002 | 1,075 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 22,666 | 1,059 | 0.05% | 0.06% | 88 | -326 | -1.42% | Q1 2026 | Apr 23, 2026 |
| Rothschild Wealth LLC | History | Added to | 22,438 | 1,048 | 0.09% | 0.1% | 89 | +1 | 0.0% | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 20,806 | 972 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| May Hill Capital, LLC | History | No change | 20,800 | 972 | 0.24% | 0.26% | 91 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,049 | 962 | 0.0% | 0.0% | 92 | +3,135 | 17.5% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 20,328 | 950 | 0.01% | 0.01% | 93 | +338 | 1.69% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Added to | 20,200 | 944 | 0.0% | 0.0% | 94 | +9,621 | 90.94% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 20,168 | 942 | 0.0% | 0.0% | 96 | +6,622 | 48.89% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 20,169 | 942 | 0.01% | 0.01% | 95 | -20 | -0.1% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 20,071 | 938 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 19,823 | 926 | 0.02% | 0.01% | 98 | +11,363 | 134.31% | Q1 2026 | May 11, 2026 |
| Detalus Advisors, LLC | History | Reduced | 19,763 | 923 | 0.21% | 0.24% | 99 | -934 | -4.51% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Reduced | 19,448 | 909 | 0.03% | 0.03% | 100 | -1,047 | -5.11% | Q1 2026 | May 04, 2026 |
| Point72 Asset Management, L.P. | History | New | 19,076 | 891 | 0.0% | — | 101 | +19,076 | New | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 18,435 | 861 | 0.09% | 0.09% | 102 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 16,694 | 854 | 0.1% | 0.1% | 103 | -96 | -0.57% | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 18,234 | 852 | 0.02% | 0.02% | 104 | +2 | 0.01% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Added to | 17,534 | 819 | 0.0% | 0.0% | 105 | +94 | 0.54% | Q1 2026 | May 14, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 17,411 | 814 | 0.11% | 0.1% | 106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Altium Investment Strategies LLC | History | New | 15,875 | 812 | 2.39% | — | 107 | +15,875 | New | Q1 2026 | May 05, 2026 |
| Investors Research Corp | History | Reduced | 17,289 | 808 | 0.15% | 0.15% | 108 | -477 | -2.68% | Q1 2026 | Apr 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,263 | 806 | 0.0% | 0.0% | 110 | -673 | -3.75% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 17,256 | 806 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WEST BANCORPORATION INC | History | No change | 17,164 | 802 | 0.4% | 0.42% | 111 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,855 | 787 | 0.01% | 0.01% | 112 | +4,061 | 31.74% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 16,571 | 774 | 0.11% | 0.1% | 113 | +470 | 2.92% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 16,561 | 772 | 0.0% | 0.01% | 114 | -874 | -5.01% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 16,500 | 771 | 0.03% | 0.04% | 115 | +1 | 0.01% | Q1 2026 | May 19, 2026 |
| AlphaCore Capital LLC | History | Reduced | 16,455 | 769 | 0.02% | 0.03% | 116 | -12,615 | -43.4% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 16,308 | 762 | 0.03% | 0.04% | 117 | +9,037 | 124.29% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 15,980 | 746 | 0.01% | 0.01% | 118 | +675 | 4.41% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,667 | 732 | 0.02% | 0.02% | 119 | -524 | -3.24% | Q1 2026 | May 01, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 15,526 | 725 | 0.35% | 0.34% | 120 | +6 | 0.04% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 15,264 | 713 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 14,868 | 694 | 0.21% | 0.21% | 122 | +3 | 0.02% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 12,927 | 683 | 0.01% | — | 123 | +12,927 | New | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 13,861 | 647 | 0.0% | 0.0% | 124 | +3,263 | 30.79% | Q1 2026 | May 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 13,606 | 635 | 0.04% | 0.04% | 125 | -1,000 | -6.85% | Q1 2026 | Apr 30, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 13,205 | 617 | 0.06% | 0.06% | 126 | +5 | 0.04% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,189 | 616 | 0.0% | 0.0% | 127 | +3,582 | 37.29% | Q1 2026 | May 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 13,045 | 609 | 0.11% | 0.11% | 128 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 12,963 | 605 | 0.02% | 0.01% | 129 | -31,264 | -70.69% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 12,898 | 602 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DAVENPORT & Co LLC | History | No change | 12,863 | 601 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| IBEX WEALTH ADVISORS | History | New | 12,810 | 598 | 0.06% | — | 133 | +12,810 | New | Q1 2026 | Apr 30, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 12,804 | 598 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 12,378 | 578 | 0.43% | 0.46% | 135 | -1,439 | -10.41% | Q1 2026 | Apr 17, 2026 |
| GREENLEAF TRUST | History | Reduced | 12,379 | 578 | 0.01% | 0.01% | 134 | -104 | -0.83% | Q1 2026 | Apr 27, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 12,205 | 570 | 0.07% | 0.07% | 136 | +5 | 0.04% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 12,205 | 570 | 0.04% | 0.05% | 137 | +5 | 0.04% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,156 | 568 | 0.0% | 0.0% | 138 | +4,826 | 65.84% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,146 | 567 | 0.01% | 0.01% | 139 | -292 | -2.35% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 11,983 | 560 | 0.01% | — | 140 | +11,983 | New | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 11,720 | 547 | 0.06% | 0.06% | 141 | -965 | -7.61% | Q1 2026 | May 04, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 11,621 | 543 | 0.02% | 0.02% | 143 | -2,554 | -18.02% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 11,628 | 543 | 0.0% | 0.0% | 142 | -488 | -4.03% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,182 | 522 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | New | 10,966 | 512 | 0.0% | — | 145 | +10,966 | New | Q1 2026 | May 14, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 10,619 | 496 | 0.07% | 0.07% | 146 | -13 | -0.12% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,423 | 487 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Avestar Capital, LLC | History | No change | 10,008 | 467 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bawa N Mallick Trust | History | No change | 10,000 | 467 | 0.19% | 0.17% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | No change | 9,975 | 466 | 0.1% | 0.1% | 150 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | New | 9,758 | 456 | 0.0% | — | 152 | +9,758 | New | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 9,783 | 456 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 9,750 | 455 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 9,231 | 431 | 0.0% | 0.0% | 154 | -5,148 | -35.8% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 9,119 | 426 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | No change | 9,089 | 424 | 0.28% | 0.28% | 156 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 9,043 | 422 | 0.28% | 0.28% | 157 | +50 | 0.56% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,792 | 410 | 0.0% | — | 159 | +8,792 | New | Q1 2026 | May 01, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 8,787 | 410 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,571 | 400 | 0.01% | 0.01% | 160 | -123 | -1.41% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 8,280 | 387 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 8,178 | 382 | 0.0% | 0.0% | 162 | -208 | -2.48% | Q1 2026 | Apr 27, 2026 |
| Kera Capital Partners, Inc. | History | No change | 8,145 | 380 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 8,048 | 376 | 0.04% | 0.04% | 164 | +2,073 | 34.69% | Q1 2026 | May 15, 2026 |
| Towerpoint Wealth, LLC | History | New | 7,965 | 372 | 0.15% | — | 165 | +7,965 | New | Q1 2026 | Apr 08, 2026 |
| Well Done, LLC | History | Reduced | 7,740 | 361 | 0.05% | 0.05% | 166 | -42 | -0.54% | Q1 2026 | Apr 14, 2026 |
| Aries Wealth Management | History | No change | 7,540 | 352 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Reduced | 7,523 | 351 | 0.02% | 0.02% | 168 | -61 | -0.8% | Q1 2026 | May 08, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 7,494 | 350 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | No change | 7,499 | 350 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 7,460 | 348 | 0.03% | 0.03% | 171 | -972 | -11.53% | Q1 2026 | May 11, 2026 |
| Capital Developers, LLC | History | No change | 7,405 | 346 | 0.31% | 0.31% | 172 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,361 | 344 | 0.0% | 0.0% | 173 | +684 | 10.24% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 7,189 | 343 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 7,331 | 342 | 0.11% | 0.11% | 175 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 7,306 | 341 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 7,285 | 340 | 0.12% | 0.13% | 177 | -81 | -1.1% | Q1 2026 | Apr 23, 2026 |
| SlateStone Wealth, LLC | History | No change | 7,152 | 334 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 6,778 | 316 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,744 | 315 | 0.0% | 0.0% | 180 | +1,662 | 32.7% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Reduced | 6,719 | 314 | 0.08% | 0.08% | 181 | -114 | -1.67% | Q1 2026 | Apr 15, 2026 |
| Advisor Resource Council | History | No change | 6,690 | 312 | 0.1% | 0.12% | 182 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 6,621 | 309 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | No change | 6,605 | 308 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 6,575 | 307 | 0.15% | 0.15% | 185 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 6,170 | 288 | 0.01% | 0.01% | 187 | -1,740 | -22.0% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,170 | 288 | 0.01% | 0.01% | 186 | -125 | -1.99% | Q1 2026 | Apr 21, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 6,063 | 283 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,861 | 280 | 0.0% | 0.0% | 189 | +3,086 | 111.21% | Q1 2026 | Apr 07, 2026 |
| TRUEFG, LLC | History | No change | 5,607 | 262 | 0.07% | 0.07% | 190 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BankPlus Trust Department | History | No change | 5,565 | 260 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | New | 5,520 | 258 | 0.0% | — | 192 | +5,520 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 5,461 | 255 | 0.01% | 0.01% | 193 | +106 | 1.98% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 5,429 | 253 | 0.03% | 0.03% | 194 | +2 | 0.04% | Q1 2026 | Apr 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 5,397 | 252 | 0.01% | 0.02% | 195 | -1,665 | -23.58% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 5,358 | 250 | 0.03% | 0.03% | 196 | +2 | 0.04% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | Added to | 5,311 | 248 | 0.01% | 0.01% | 197 | +353 | 7.12% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 5,179 | 242 | 0.0% | — | 198 | +5,179 | New | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,095 | 238 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5,080 | 237 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,090 | 237 | 0.01% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Verum Partners LLC | History | Added to | 4,989 | 233 | 0.04% | 0.05% | 203 | +2 | 0.04% | Q1 2026 | Apr 15, 2026 |
| Leisure Capital Management | History | No change | 5,000 | 233 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,890 | 228 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 4,805 | 224 | 0.17% | 0.17% | 205 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 4,656 | 217 | 0.01% | 0.01% | 206 | +2 | 0.04% | Q1 2026 | Apr 29, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 4,589 | 214 | 0.0% | — | 207 | +4,589 | New | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,520 | 211 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 4,484 | 209 | 0.06% | 0.05% | 209 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Purus Wealth Management, LLC | History | No change | 4,410 | 206 | 0.07% | 0.06% | 210 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 4,347 | 204 | 0.06% | 0.08% | 211 | -869 | -16.66% | Q1 2026 | May 14, 2026 |
| Hoese & Co LLP | History | No change | 4,310 | 201 | 0.15% | 0.14% | 212 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 4,287 | 200 | 0.01% | — | 213 | +4,287 | New | Q1 2026 | Apr 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,245 | 198 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,181 | 195 | 0.01% | 0.01% | 215 | -95 | -2.22% | Q1 2026 | Apr 14, 2026 |
| Parallel Advisors, LLC | History | No change | 3,920 | 183 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,588 | 167 | 0.0% | 0.0% | 217 | +1 | 0.03% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,359 | 157 | 0.0% | 0.0% | 218 | -42 | -1.23% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,053 | 142 | 0.0% | 0.0% | 219 | -1,543 | -33.57% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 3,027 | 141 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,985 | 139 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TSFG, LLC | History | No change | 2,740 | 128 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 2,510 | 117 | 0.05% | — | 223 | +2,510 | New | Q1 2026 | May 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 2,502 | 116 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,368 | 110 | 0.0% | 0.0% | 225 | +1 | 0.04% | Q1 2026 | Apr 28, 2026 |
| Ascentis Independent Advisors | History | New | 2,313 | 108 | 0.01% | — | 226 | +2,313 | New | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,255 | 107 | 0.01% | 0.01% | 228 | -197 | -8.03% | Q1 2026 | Apr 27, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 2,309 | 107 | 0.02% | 0.02% | 227 | -15 | -0.65% | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | Added to | 2,250 | 105 | 0.0% | 0.0% | 230 | +1,500 | 200.0% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,255 | 105 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,236 | 104 | 0.0% | 0.0% | 231 | +2,140 | 2229.17% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | No change | 2,126 | 99 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,057 | 96 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 1,397 | 65 | 0.02% | 0.02% | 234 | +1 | 0.07% | Q1 2026 | May 06, 2026 |
| Leo H. Evart, Inc. | History | New | 1,260 | 58 | 0.05% | — | 235 | +1,260 | New | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,200 | 56 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,158 | 54 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 1,168 | 54 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,125 | 53 | 0.0% | 0.0% | 239 | +499 | 79.71% | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,100 | 51 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 1,045 | 48 | 0.01% | 0.02% | 241 | -140 | -11.81% | Q1 2026 | Apr 22, 2026 |
| SouthState Bank Corp | History | No change | 1,025 | 47 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,000 | 46 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 939 | 45 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Life Planners | History | New | 938 | 43 | 0.03% | — | 245 | +938 | New | Q1 2026 | Apr 24, 2026 |
| NWK Group, Inc. | History | No change | 900 | 42 | 0.02% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 888 | 41 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 853 | 39 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 821 | 38 | 0.0% | — | 251 | +821 | New | Q1 2026 | Apr 14, 2026 |
| Arax Advisory Partners | History | No change | 828 | 38 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 821 | 38 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 795 | 37 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | No change | 790 | 36 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 716 | 33 | 0.0% | — | 254 | +716 | New | Q1 2026 | May 08, 2026 |
| Magnolia Wealth Management, LLC | History | New | 710 | 33 | 0.02% | — | 255 | +710 | New | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 603 | 28 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | No change | 582 | 27 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MATHER GROUP, LLC. | History | New | 563 | 26 | 0.0% | — | 258 | +563 | New | Q1 2026 | Apr 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 514 | 24 | 0.0% | 0.0% | 259 | +396 | 335.59% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 505 | 23 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 511 | 23 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 485 | 22 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 461 | 21 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 440 | 20 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 400 | 18 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | No change | 388 | 18 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 380 | 17 | 0.0% | 0.0% | 267 | -20 | -5.0% | Q1 2026 | Apr 23, 2026 |
| GS Investments, Inc. | History | No change | 350 | 16 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Operose Advisors LLC | History | No change | 325 | 15 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gleason Group, Inc. | History | Reduced | 315 | 14 | 0.0% | 0.0% | 271 | -256 | -44.83% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 311 | 14 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 300 | 14 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Morse Asset Management, Inc | History | No change | 284 | 13 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | New | 265 | 12 | 0.0% | — | 275 | +265 | New | Q1 2026 | May 08, 2026 |
| MGB Wealth Management, LLC | History | No change | 275 | 12 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 215 | 10 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Key FInancial Inc | History | No change | 175 | 8 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 155 | 7 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 148 | 6 | 0.0% | — | 279 | +148 | New | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Archer Investment Corp | History | No change | 119 | 5 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Scarborough Advisors, LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIMPLEX TRADING, LLC | History | New | 36 | 1 | 0.0% | — | 285 | +36 | New | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 25 | 1 | 0.0% | — | 286 | +25 | New | Q1 2026 | May 08, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -228,478 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Shakespeare Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -65,702 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,060 | -100.0% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,650 | -100.0% | Q1 2026 | Apr 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,525 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -16,287 | -100.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,015 | -100.0% | Q1 2026 | Apr 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -12,457 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,696 | -100.0% | Q1 2026 | May 01, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,432 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.04% | — | -9,280 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -5,695 | -100.0% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,570 | -100.0% | Q1 2026 | May 13, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -5,165 | -100.0% | Q1 2026 | Apr 29, 2026 |