INVESCO EXCHANGE-TRADED FUND TRUST - RPV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 52 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 | Added to | 1,595,954 | 164,957 | 0.01% | 0.01% | 1 | +201,464 | 14.45% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,288,047 | 133,132 | 0.01% | 0.01% | 2 | -5,493 | -0.42% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 943,183 | 97,487 | 0.05% | 0.06% | 3 | -203,000 | -17.71% | Q4 2025 | Feb 02, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 354,464 | 36,637 | 6.15% | 5.96% | 4 | +1,842 | 0.52% | Q4 2025 | Jan 23, 2026 |
| ACR Alpine Capital Research, LLC | History | New | 352,994 | 36,485 | 0.57% | — | 5 | +352,994 | New | Q4 2025 | Feb 05, 2026 |
| Strategic Advocates LLC | History | Added to | 288,160 | 29,962 | 7.67% | 7.15% | 6 | +12,037 | 4.36% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 284,603 | 29,416 | 0.0% | 0.0% | 7 | -339 | -0.12% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 237,040 | 24,500 | 0.01% | 0.01% | 8 | +40 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Mount Lucas Management LP | History | New | 207,662 | 21,463 | 8.58% | — | 9 | +207,662 | New | Q4 2025 | Feb 05, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 179,531 | 18,556 | 8.01% | 5.03% | 10 | +87,811 | 95.74% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 138,826 | 14,349 | 0.02% | 0.02% | 11 | +2,163 | 1.58% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Reduced | 134,431 | 13,894 | 0.0% | 0.0% | 12 | -5,208 | -3.73% | Q4 2025 | Feb 19, 2026 |
| HighTower Advisors, LLC | History | Reduced | 120,399 | 12,444 | 0.01% | 0.01% | 13 | -3,017 | -2.44% | Q4 2025 | Feb 06, 2026 |
| Peak Financial Management, Inc. | History | Added to | 103,107 | 10,657 | 2.75% | 2.71% | 14 | +100 | 0.1% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 100,403 | 10,377 | 0.0% | 0.0% | 15 | +8,404 | 9.13% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 94,833 | 9,801 | 0.0% | 0.0% | 16 | -3,057 | -3.12% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 86,829 | 8,975 | 0.02% | 0.02% | 17 | +14,210 | 19.57% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 81,752 | 8,694 | 0.01% | 0.01% | 18 | -2,007 | -2.4% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 81,745 | 8,450 | 0.01% | 0.01% | 19 | -1,906 | -2.28% | Q4 2025 | Feb 17, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 75,036 | 7,755 | 1.94% | 1.9% | 20 | +1,200 | 1.63% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 70,694 | 7,306 | 0.0% | 0.0% | 21 | +14,594 | 26.01% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 66,159 | 6,838 | 0.0% | 0.0% | 22 | +245 | 0.37% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 63,005 | 6,512 | 0.01% | 0.0% | 23 | +45,374 | 257.35% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 62,434 | 6,453 | 0.35% | 0.36% | 24 | -2,413 | -3.72% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 62,178 | 6,426 | 0.12% | 0.18% | 25 | -13,739 | -18.1% | Q4 2025 | Feb 13, 2026 |
| Flaharty Asset Management, LLC | History | New | 60,294 | 6,291 | 0.79% | — | 26 | +60,294 | New | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 60,296 | 6,232 | 0.02% | 0.02% | 27 | -5,494 | -8.35% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 56,985 | 5,889 | 0.01% | 0.01% | 28 | -2,095 | -3.55% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 53,740 | 5,554 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 48,085 | 4,970 | 0.19% | 0.18% | 30 | +153 | 0.32% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 47,967 | 4,957 | 0.0% | 0.0% | 31 | +18,377 | 62.11% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 41,415 | 4,281 | 0.0% | — | 32 | +41,415 | New | Q4 2025 | Feb 17, 2026 |
| WP Advisors, LLC | History | Reduced | 36,854 | 3,809 | 0.95% | 0.94% | 33 | -223 | -0.6% | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 34,923 | 3,609 | 0.04% | 0.03% | 34 | +826 | 2.42% | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 34,787 | 3,595 | 0.16% | 0.13% | 35 | +5,396 | 18.36% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 33,452 | 3,457 | 0.01% | 0.02% | 36 | -636 | -1.87% | Q4 2025 | Feb 13, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 33,229 | 3,434 | 0.83% | 0.83% | 37 | -1,003 | -2.93% | Q4 2025 | Jan 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 30,233 | 3,124 | 0.11% | — | 38 | +30,233 | New | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 29,935 | 3,094 | 0.0% | 0.0% | 39 | +9,925 | 49.6% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,941 | 2,577 | 0.0% | 0.0% | 40 | +3,142 | 14.41% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 24,078 | 2,488 | 0.0% | 0.0% | 41 | -306 | -1.25% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 23,815 | 2,461 | 0.0% | 0.0% | 42 | +30 | 0.13% | Q4 2025 | Feb 12, 2026 |
| LOM Asset Management Ltd | History | Reduced | 23,639 | 2,443 | 0.71% | 0.72% | 43 | -96 | -0.4% | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | New | 22,975 | 2,374 | 0.05% | — | 44 | +22,975 | New | Q4 2025 | Feb 05, 2026 |
| Synergy Asset Management, LLC | History | New | 22,863 | 2,363 | 0.25% | — | 45 | +22,863 | New | Q4 2025 | Jan 13, 2026 |
| Oxinas Partners, LLC | History | Reduced | 21,571 | 2,229 | 1.07% | 1.17% | 46 | -375 | -1.71% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 21,139 | 2,198 | 0.15% | 0.16% | 47 | -792 | -3.61% | Q4 2025 | Jan 15, 2026 |
| SOL Capital Management CO | History | Reduced | 21,144 | 2,185 | 0.2% | 0.35% | 48 | -18,065 | -46.07% | Q4 2025 | Jan 30, 2026 |
| Breakwater Capital Group | History | Reduced | 18,674 | 1,930 | 0.27% | 0.28% | 49 | -169 | -0.9% | Q4 2025 | Jan 09, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 17,727 | 1,832 | 0.15% | 0.15% | 50 | -100 | -0.56% | Q4 2025 | Feb 06, 2026 |
| AlphaCentric Advisors LLC | History | New | 17,209 | 1,778 | 1.77% | — | 51 | +17,209 | New | Q4 2025 | Feb 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 16,592 | 1,714 | 0.21% | 0.22% | 52 | +87 | 0.53% | Q4 2025 | Feb 13, 2026 |
| Lansing Street Advisors | History | Added to | 16,529 | 1,708 | 0.44% | 0.44% | 53 | +5 | 0.03% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 14,553 | 1,503 | 0.0% | 0.0% | 54 | -594 | -3.92% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 14,239 | 1,471 | 0.08% | 0.09% | 55 | +96 | 0.68% | Q4 2025 | Feb 04, 2026 |
| Activest Wealth Management | History | Reduced | 14,005 | 1,447 | 0.27% | 0.29% | 56 | -519 | -3.57% | Q4 2025 | Jan 30, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 13,382 | 1,383 | 0.19% | 0.19% | 57 | +1,460 | 12.25% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,122 | 1,356 | 0.01% | 0.0% | 58 | +5,031 | 62.18% | Q4 2025 | Feb 17, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 12,761 | 1,319 | 0.62% | 0.66% | 59 | +289 | 2.32% | Q4 2025 | Jan 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 12,500 | 1,292 | 0.0% | 0.0% | 60 | -5,400 | -30.17% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 12,142 | 1,254 | 0.01% | 0.0% | 61 | +115 | 0.96% | Q4 2025 | Jan 29, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 11,947 | 1,234 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RMR Capital Management, LLC | History | Reduced | 11,874 | 1,227 | 0.88% | 0.94% | 63 | -1,655 | -12.23% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 11,445 | 1,182 | 0.0% | 0.0% | 64 | +814 | 7.66% | Q4 2025 | Feb 17, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 10,607 | 1,139 | 0.26% | 0.28% | 65 | -564 | -5.05% | Q4 2025 | Jan 23, 2026 |
| Well Done, LLC | History | Reduced | 10,651 | 1,100 | 0.16% | 0.18% | 66 | -190 | -1.75% | Q4 2025 | Jan 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,469 | 1,082 | 0.0% | 0.0% | 67 | -377 | -3.48% | Q4 2025 | Feb 17, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 10,005 | 1,079 | 0.14% | 0.14% | 68 | -357 | -3.45% | Q4 2025 | Jan 23, 2026 |
| Cushing Capital Partners, LLC | History | New | 10,002 | 1,033 | 0.77% | — | 69 | +10,002 | New | Q4 2025 | Jan 14, 2026 |
| Plan Group Financial, LLC | History | Reduced | 9,732 | 1,005 | 0.26% | 0.32% | 70 | -2,217 | -18.55% | Q4 2025 | Feb 03, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 9,609 | 993 | 0.04% | 0.04% | 71 | -218 | -2.22% | Q4 2025 | Feb 11, 2026 |
| Valued Retirements, Inc. | History | Added to | 9,118 | 942 | 0.92% | 0.53% | 72 | +4,114 | 82.21% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 8,455 | 873 | 0.0% | 0.0% | 73 | +2,488 | 41.7% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 7,588 | 784 | 0.09% | 0.1% | 74 | +10 | 0.13% | Q4 2025 | Feb 11, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 7,579 | 783 | 0.07% | 0.08% | 75 | -4 | -0.05% | Q4 2025 | Jan 22, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,544 | 779 | 0.28% | 0.31% | 76 | -650 | -7.93% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,364 | 761 | 0.01% | 0.01% | 77 | +391 | 5.61% | Q4 2025 | Feb 17, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 7,293 | 754 | 0.18% | 0.18% | 78 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,991 | 722 | 0.0% | 0.0% | 79 | +508 | 7.84% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,900 | 713 | 0.0% | 0.0% | 80 | +376 | 5.76% | Q4 2025 | Mar 16, 2026 |
| Ethos Financial Group, LLC | History | No change | 6,882 | 711 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Added to | 3,531 | 698 | 0.0% | 0.0% | 82 | +713 | 25.3% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 6,628 | 685 | 0.03% | 0.03% | 83 | +41 | 0.62% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,610 | 683 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,565 | 678 | 0.04% | 0.04% | 85 | +602 | 10.1% | Q4 2025 | Feb 10, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 6,309 | 652 | 0.2% | 0.2% | 86 | -56 | -0.88% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,198 | 640 | 0.0% | 0.01% | 87 | -7,201 | -53.74% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,137 | 634 | 0.0% | 0.0% | 88 | -1,890 | -23.55% | Q4 2025 | Mar 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,919 | 611 | 0.03% | 0.04% | 89 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | New | 5,715 | 590 | 0.02% | — | 90 | +5,715 | New | Q4 2025 | Jan 27, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 5,618 | 580 | 0.37% | 0.36% | 91 | +30 | 0.54% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | New | 5,483 | 566 | 0.0% | — | 92 | +5,483 | New | Q4 2025 | Feb 13, 2026 |
| Global View Capital Management LLC | History | Reduced | 5,467 | 565 | 0.11% | 0.32% | 93 | -9,832 | -64.27% | Q4 2025 | Jan 14, 2026 |
| Apollon Financial, LLC | History | Added to | 5,472 | 565 | 0.08% | 0.09% | 94 | +2 | 0.04% | Q4 2025 | Jan 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 5,456 | 563 | 0.04% | — | 95 | +5,456 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 5,441 | 562 | 0.16% | 0.16% | 96 | -2 | -0.04% | Q4 2025 | Jan 22, 2026 |
| Concord Wealth Partners | History | Reduced | 5,359 | 553 | 0.07% | 0.07% | 97 | -9 | -0.17% | Q4 2025 | Jan 29, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,349 | 552 | 0.06% | — | 98 | +5,349 | New | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 5,108 | 527 | 0.0% | 0.0% | 99 | +26 | 0.51% | Q4 2025 | Feb 09, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 4,904 | 506 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 4,806 | 496 | 0.01% | 0.01% | 101 | -113 | -2.3% | Q4 2025 | Feb 09, 2026 |
| Apollon Wealth Management, LLC | History | No change | 4,770 | 493 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 4,761 | 492 | 0.0% | 0.0% | 103 | -64 | -1.33% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,721 | 488 | 0.0% | 0.0% | 104 | +126 | 2.74% | Q4 2025 | Feb 11, 2026 |
| ALESCO ADVISORS LLC | History | No change | 4,715 | 487 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Saxony Capital Management, LLC | History | Added to | 4,427 | 457 | 0.28% | 0.15% | 106 | +2,158 | 95.11% | Q4 2025 | Jan 15, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 4,381 | 452 | 0.27% | 0.24% | 107 | +521 | 13.5% | Q4 2025 | Jan 09, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 4,218 | 436 | 0.04% | 0.04% | 108 | -54 | -1.26% | Q4 2025 | Feb 11, 2026 |
| Santori & Peters, Inc. | History | Added to | 4,129 | 426 | 0.15% | 0.15% | 109 | +6 | 0.15% | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,119 | 425 | 0.0% | 0.0% | 110 | +351 | 9.32% | Q4 2025 | Jan 20, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 3,962 | 409 | 0.05% | 0.06% | 111 | +20 | 0.51% | Q4 2025 | Feb 04, 2026 |
| Berger Financial Group, Inc | History | No change | 3,951 | 408 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 3,879 | 400 | 0.0% | 0.0% | 113 | +4 | 0.1% | Q4 2025 | Jan 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 3,689 | 381 | 0.02% | 0.03% | 114 | -815 | -18.1% | Q4 2025 | Feb 17, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 3,619 | 374 | 0.08% | 0.08% | 115 | +8 | 0.22% | Q4 2025 | Feb 04, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 3,505 | 362 | 0.18% | 0.2% | 116 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,392 | 350 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,384 | 349 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Planned Solutions, Inc. | History | Reduced | 3,359 | 347 | 0.11% | 0.13% | 119 | -375 | -10.04% | Q4 2025 | Jan 28, 2026 |
| Clark Asset Management, LLC | History | Added to | 3,274 | 338 | 0.04% | 0.03% | 121 | +537 | 19.62% | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,277 | 338 | 0.03% | 0.03% | 120 | +86 | 2.7% | Q4 2025 | Jan 26, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 3,196 | 330 | 0.0% | — | 122 | +3,196 | New | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,176 | 328 | 0.0% | 0.0% | 123 | +12 | 0.38% | Q4 2025 | Jan 23, 2026 |
| Paragon Capital Management Ltd | History | Added to | 3,166 | 327 | 0.07% | 0.05% | 124 | +599 | 23.33% | Q4 2025 | Jan 22, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 3,165 | 327 | 0.17% | 0.17% | 125 | +16 | 0.51% | Q4 2025 | Jan 29, 2026 |
| 4WEALTH ADVISORS, INC. | History | New | 3,163 | 326 | 0.28% | — | 126 | +3,163 | New | Q4 2025 | Jan 21, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 3,093 | 319 | 0.23% | 0.22% | 127 | -21 | -0.67% | Q4 2025 | Jan 30, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,034 | 313 | 0.0% | 0.0% | 128 | -801 | -20.89% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,019 | 311 | 0.0% | 0.0% | 129 | -252 | -7.7% | Q4 2025 | Feb 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 2,710 | 280 | 0.0% | — | 130 | +2,710 | New | Q4 2025 | Jan 28, 2026 |
| Ignite Planners, LLC | History | New | 2,569 | 275 | 0.04% | — | 131 | +2,569 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 2,635 | 272 | 0.0% | — | 132 | +2,635 | New | Q4 2025 | Feb 05, 2026 |
| Diligent Investors, LLC | History | Added to | 2,584 | 267 | 0.07% | 0.06% | 133 | +5 | 0.19% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,544 | 262 | 0.0% | 0.0% | 134 | -7 | -0.27% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 2,500 | 258 | 0.02% | — | 135 | +2,500 | New | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,500 | 258 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,443 | 252 | 0.03% | 0.03% | 137 | +13 | 0.53% | Q4 2025 | Jan 23, 2026 |
| PFG Investments, LLC | History | Added to | 2,422 | 250 | 0.01% | 0.01% | 138 | +2 | 0.08% | Q4 2025 | Jan 26, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 2,384 | 246 | 0.01% | — | 139 | +2,384 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,320 | 239 | 0.0% | 0.0% | 140 | +90 | 4.04% | Q4 2025 | Feb 03, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 2,077 | 214 | 0.14% | 0.14% | 141 | +1 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | No change | 2,068 | 213 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,053 | 212 | 0.01% | 0.01% | 143 | -4 | -0.19% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,852 | 191 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,644 | 169 | 0.0% | 0.0% | 145 | +1,632 | 13600.0% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,490 | 154 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,459 | 150 | 0.1% | 0.1% | 147 | +6 | 0.41% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,372 | 141 | 0.0% | 0.03% | 148 | -9,787 | -87.7% | Q4 2025 | Feb 17, 2026 |
| S.A. Mason LLC | History | No change | 1,355 | 140 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 1,320 | 136 | 0.0% | — | 150 | +1,320 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,274 | 131 | 0.0% | 0.0% | 151 | -31 | -2.38% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,183 | 122 | 0.0% | 0.0% | 152 | -500 | -29.71% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 1,172 | 121 | 0.0% | 0.0% | 153 | +398 | 51.42% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 1,120 | 120 | 0.01% | — | 154 | +1,120 | New | Q4 2025 | Jan 21, 2026 |
| Birch Capital Management, LLC | History | No change | 1,000 | 103 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SYM FINANCIAL Corp | History | Added to | 933 | 96 | 0.01% | 0.01% | 156 | +217 | 30.31% | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 925 | 95 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 895 | 92 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 854 | 88 | 0.01% | — | 159 | +854 | New | Q4 2025 | Feb 03, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 770 | 79 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | New | 740 | 76 | 0.0% | — | 161 | +740 | New | Q4 2025 | Feb 06, 2026 |
| MGB Wealth Management, LLC | History | Reduced | 691 | 71 | 0.02% | 0.03% | 162 | -439 | -38.85% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 646 | 68 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 657 | 67 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | No change | 621 | 64 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arlington Trust Co LLC | History | No change | 530 | 54 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | No change | 500 | 51 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 428 | 44 | 0.0% | — | 168 | +428 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 418 | 43 | 0.0% | 0.0% | 169 | +125 | 42.66% | Q4 2025 | Jan 23, 2026 |
| SouthState Bank Corp | History | No change | 410 | 42 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 371 | 38 | 0.0% | 0.0% | 171 | -196 | -34.57% | Q4 2025 | Feb 06, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 301 | 31 | 0.03% | — | 174 | +301 | New | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 300 | 31 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 31 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Citizens National Bank Trust Department | History | No change | 290 | 29 | 0.01% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MTM Investment Management, LLC | History | No change | 275 | 28 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gleason Group, Inc. | History | Added to | 247 | 25 | 0.0% | 0.0% | 177 | +1 | 0.41% | Q4 2025 | Jan 15, 2026 |
| Crews Bank & Trust | History | No change | 250 | 25 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 238 | 24 | 0.0% | 0.0% | 179 | +1 | 0.42% | Q4 2025 | Feb 18, 2026 |
| WealthShield Partners, LLC | History | No change | 225 | 23 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kilter Group LLC | History | No change | 213 | 22 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | New | 195 | 20 | 0.0% | — | 182 | +195 | New | Q4 2025 | Feb 02, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 159 | 16 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 153 | 15 | 0.01% | — | 186 | +153 | New | Q4 2025 | Feb 06, 2026 |
| GLENMEDE TRUST CO NA | History | New | 150 | 15 | 0.0% | — | 184 | +150 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 153 | 15 | 0.0% | 0.0% | 185 | +1 | 0.66% | Q4 2025 | Jan 08, 2026 |
| Parallel Advisors, LLC | History | New | 131 | 13 | 0.0% | — | 187 | +131 | New | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | No change | 120 | 12 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | No change | 118 | 12 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 123 | 12 | 0.0% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 109 | 11 | 0.0% | — | 191 | +109 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 100 | 10 | 0.0% | 0.0% | 192 | -330 | -76.74% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 106 | 10 | 0.0% | — | 193 | +105 | 10500.0% | Q4 2025 | Feb 11, 2026 |
| Glassman Wealth Services | History | No change | 101 | 10 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | No change | 94 | 9 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Estate Planners Group, LLC | History | New | 81 | 8 | 0.0% | — | 196 | +81 | New | Q4 2025 | Apr 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 75 | 7 | 0.0% | — | 198 | +75 | New | Q4 2025 | Feb 10, 2026 |
| Richardson Capital Management LLC | History | No change | 70 | 7 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BlackRock, Inc. | History | No change | 67 | 6 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 56 | 5 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Paladin Advisory Group, LLC | History | No change | 51 | 5 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 46 | 4 | 0.0% | 0.0% | 203 | +1 | 2.22% | Q4 2025 | Jan 30, 2026 |
| Bogart Wealth, LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -198,563 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -13,002 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,552 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,285 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,254 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,076 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -622 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -405 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.02% | — | -375 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -368 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q3 2025 | Mar 31, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 16, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 12, 2025 |
| N.E.W. Advisory Services LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |