INVESCO EXCHANGE-TRADED FUND TRUST - RPV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,772,031 | 190,298 | 0.01% | 0.01% | 1 | +176,077 | 11.03% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,225,959 | 131,655 | 0.01% | 0.01% | 2 | -62,088 | -4.82% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 943,183 | 101,288 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 708,912 | 76,130 | 0.16% | 0.0% | 4 | +708,494 | 169496.17% | Q1 2026 | May 06, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 370,013 | 39,735 | 6.51% | 6.15% | 5 | +15,549 | 4.39% | Q1 2026 | Apr 21, 2026 |
| UBS Group AG | History | Added to | 287,599 | 30,885 | 0.0% | 0.0% | 6 | +2,996 | 1.05% | Q1 2026 | May 05, 2026 |
| Mount Lucas Management LP | History | Added to | 278,712 | 29,930 | 11.05% | 8.58% | 7 | +71,050 | 34.21% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 267,398 | 28,715 | 0.01% | 0.01% | 8 | +30,358 | 12.81% | Q1 2026 | May 06, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 195,694 | 21,015 | 8.42% | 8.01% | 9 | +16,163 | 9.0% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 133,885 | 14,378 | 0.04% | 0.02% | 10 | +47,056 | 54.19% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 133,752 | 14,363 | 0.02% | 0.02% | 11 | -5,074 | -3.65% | Q1 2026 | Apr 27, 2026 |
| Invesco Ltd. | History | Reduced | 125,423 | 13,469 | 0.0% | 0.0% | 12 | -9,008 | -6.7% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 120,023 | 12,889 | 0.01% | 0.01% | 13 | -376 | -0.31% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 115,806 | 12,436 | 0.0% | 0.0% | 14 | +45,112 | 63.81% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 114,032 | 12,245 | 0.0% | 0.0% | 15 | +13,629 | 13.57% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 111,334 | 11,977 | 0.02% | 0.01% | 16 | +29,582 | 36.19% | Q1 2026 | Apr 08, 2026 |
| Peak Financial Management, Inc. | History | Added to | 105,457 | 11,325 | 2.87% | 2.75% | 17 | +2,350 | 2.28% | Q1 2026 | Apr 28, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 96,219 | 10,332 | 4.96% | — | 18 | +96,219 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 89,698 | 9,632 | 0.0% | 0.0% | 19 | -5,135 | -5.41% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 70,647 | 7,586 | 0.0% | 0.0% | 20 | +4,488 | 6.78% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 66,000 | 7,084 | 0.0% | 0.0% | 21 | +18,033 | 37.59% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 63,665 | 6,836 | 0.11% | 0.12% | 22 | +1,487 | 2.39% | Q1 2026 | May 18, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 61,746 | 6,630 | 0.82% | 0.79% | 23 | +1,452 | 2.41% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 59,334 | 6,371 | 0.33% | 0.35% | 24 | -3,100 | -4.97% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 58,471 | 6,279 | 0.01% | 0.01% | 25 | +1,486 | 2.61% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 49,559 | 5,322 | 0.01% | 0.01% | 26 | -32,186 | -39.37% | Q1 2026 | May 15, 2026 |
| Global View Capital Management LLC | History | Added to | 48,901 | 5,251 | 1.39% | 0.11% | 27 | +43,434 | 794.48% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 47,271 | 5,076 | 0.01% | 0.02% | 28 | -13,025 | -21.6% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 47,201 | 5,068 | 0.19% | 0.19% | 29 | -884 | -1.84% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 46,234 | 4,965 | 0.01% | 0.01% | 30 | -16,771 | -26.62% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 44,112 | 4,737 | 0.02% | 0.0% | 31 | +44,079 | 133572.73% | Q1 2026 | Jun 02, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 43,953 | 4,720 | 1.86% | 1.94% | 32 | -31,083 | -41.42% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | New | 43,306 | 4,650 | 0.05% | — | 33 | +43,306 | New | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 40,945 | 4,397 | 0.01% | 0.02% | 34 | -12,795 | -23.81% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 38,050 | 4,086 | 0.03% | 0.04% | 35 | +3,127 | 8.95% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 37,844 | 4,064 | 0.15% | 0.11% | 36 | +7,611 | 25.17% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 37,139 | 3,988 | 0.0% | 0.0% | 37 | -4,276 | -10.32% | Q1 2026 | May 15, 2026 |
| WP Advisors, LLC | History | Added to | 37,019 | 3,975 | 1.03% | 0.95% | 38 | +165 | 0.45% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 37,173 | 3,935 | 0.0% | 0.0% | 39 | +12,232 | 49.04% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | New | 36,122 | 3,879 | 0.05% | — | 40 | +36,122 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 33,584 | 3,606 | 0.01% | 0.01% | 41 | +132 | 0.39% | Q1 2026 | Apr 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 33,103 | 3,554 | 0.17% | 0.16% | 42 | -1,684 | -4.84% | Q1 2026 | Apr 29, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 32,574 | 3,498 | 0.98% | 0.83% | 43 | -655 | -1.97% | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 29,579 | 3,176 | 0.0% | 0.0% | 44 | -356 | -1.19% | Q1 2026 | May 12, 2026 |
| LOM Asset Management Ltd | History | Added to | 26,010 | 2,793 | 0.8% | 0.71% | 45 | +2,371 | 10.03% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 25,863 | 2,777 | 0.11% | 0.09% | 46 | +18,275 | 240.84% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 25,810 | 2,771 | 0.0% | 0.0% | 47 | +1,732 | 7.19% | Q1 2026 | May 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 23,889 | 2,565 | 0.0% | — | 48 | +23,889 | New | Q1 2026 | May 12, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 23,882 | 2,564 | 2.56% | 1.77% | 49 | +6,673 | 38.78% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 23,815 | 2,461 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 22,675 | 2,435 | 0.06% | 0.05% | 51 | -300 | -1.31% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 21,392 | 2,297 | 0.17% | 0.15% | 52 | +253 | 1.2% | Q1 2026 | Apr 20, 2026 |
| Oxinas Partners, LLC | History | Reduced | 21,164 | 2,272 | 1.04% | 1.07% | 53 | -407 | -1.89% | Q1 2026 | Apr 10, 2026 |
| Cerity Partners LLC | History | New | 20,949 | 2,249 | 0.0% | — | 54 | +20,949 | New | Q1 2026 | May 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 18,707 | 2,008 | 0.16% | — | 55 | +18,707 | New | Q1 2026 | May 14, 2026 |
| Breakwater Capital Group | History | Reduced | 18,452 | 1,981 | 0.27% | 0.27% | 56 | -222 | -1.19% | Q1 2026 | Apr 20, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 16,697 | 1,793 | 0.21% | 0.21% | 57 | +105 | 0.63% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 16,039 | 1,722 | 0.0% | 0.0% | 58 | +1,486 | 10.21% | Q1 2026 | May 12, 2026 |
| Balefire, LLC | History | New | 15,772 | 1,693 | 0.32% | — | 59 | +15,772 | New | Q1 2026 | May 07, 2026 |
| Legacy Wealth Partners, LLC | History | New | 15,650 | 1,680 | 0.42% | — | 60 | +15,650 | New | Q1 2026 | Apr 17, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 15,386 | 1,652 | 0.14% | 0.15% | 61 | -2,341 | -13.21% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | New | 14,852 | 1,594 | 0.0% | — | 62 | +14,852 | New | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 14,575 | 1,565 | 0.09% | 0.08% | 63 | +336 | 2.36% | Q1 2026 | Apr 30, 2026 |
| Activest Wealth Management | History | Added to | 14,524 | 1,559 | 0.27% | 0.27% | 64 | +519 | 3.71% | Q1 2026 | Apr 15, 2026 |
| RMR Capital Management, LLC | History | Added to | 14,317 | 1,537 | 1.11% | 0.88% | 65 | +2,443 | 20.57% | Q1 2026 | May 20, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 14,166 | 1,521 | 1.17% | 0.77% | 66 | +4,164 | 41.63% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Concepts, LLC | History | New | 13,524 | 1,452 | 0.36% | — | 67 | +13,524 | New | Q1 2026 | May 12, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 13,257 | 1,423 | 0.19% | 0.19% | 68 | -125 | -0.93% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,197 | 1,417 | 0.01% | 0.01% | 69 | +75 | 0.57% | Q1 2026 | Apr 24, 2026 |
| Heirloom Wealth Management | History | New | 12,807 | 1,375 | 0.25% | — | 70 | +12,807 | New | Q1 2026 | Apr 14, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 12,714 | 1,365 | 0.63% | 0.62% | 71 | -47 | -0.37% | Q1 2026 | Apr 08, 2026 |
| Wealth Care LLC | History | New | 12,488 | 1,341 | 1.19% | — | 72 | +12,488 | New | Q1 2026 | Apr 24, 2026 |
| Strategic Advocates LLC | History | Reduced | 12,152 | 1,305 | 5.77% | 7.67% | 73 | -276,008 | -95.78% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 12,025 | 1,291 | 0.0% | — | 74 | +12,025 | New | Q1 2026 | May 01, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 11,947 | 1,282 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 11,906 | 1,278 | 0.0% | 0.0% | 76 | +461 | 4.03% | Q1 2026 | May 12, 2026 |
| PAX Financial Group, LLC | History | New | 11,715 | 1,258 | 0.21% | — | 77 | +11,715 | New | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 12,142 | 1,254 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Algorithmic Investment Models, LLC | History | New | 11,420 | 1,226 | 1.51% | — | 79 | +11,420 | New | Q1 2026 | May 14, 2026 |
| Valued Retirements, Inc. | History | Added to | 10,862 | 1,166 | 1.14% | 0.92% | 80 | +1,744 | 19.13% | Q1 2026 | May 13, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 10,597 | 1,137 | 0.25% | 0.26% | 81 | -10 | -0.09% | Q1 2026 | Apr 14, 2026 |
| Well Done, LLC | History | Reduced | 10,465 | 1,123 | 0.16% | 0.16% | 82 | -186 | -1.75% | Q1 2026 | Apr 14, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 9,752 | 1,067 | 0.13% | 0.14% | 83 | -253 | -2.53% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | New | 9,376 | 1,006 | 0.04% | — | 84 | +9,376 | New | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,298 | 972 | 0.01% | 0.01% | 85 | +1,934 | 26.26% | Q1 2026 | May 15, 2026 |
| Lansing Street Advisors | History | Reduced | 8,973 | 963 | 0.24% | 0.44% | 86 | -7,556 | -45.71% | Q1 2026 | Apr 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 8,537 | 916 | 0.06% | 0.04% | 87 | +3,081 | 56.47% | Q1 2026 | May 21, 2026 |
| VestGen Advisors, LLC | History | New | 8,221 | 915 | 0.02% | — | 88 | +8,221 | New | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 9,936 | 907 | 0.0% | 0.0% | 89 | +6,405 | 181.39% | Q1 2026 | May 15, 2026 |
| Plan Group Financial, LLC | History | Reduced | 8,406 | 902 | 0.21% | 0.26% | 90 | -1,326 | -13.63% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,191 | 869 | 0.0% | 0.0% | 91 | +3,054 | 49.76% | Q1 2026 | May 15, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 7,741 | 831 | 0.04% | 0.04% | 92 | -1,868 | -19.44% | Q1 2026 | Apr 30, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 7,538 | 809 | 0.08% | 0.07% | 93 | -41 | -0.54% | Q1 2026 | Apr 22, 2026 |
| Everest Financial Group LLC | History | New | 7,461 | 801 | 0.13% | — | 94 | +7,461 | New | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,344 | 788 | 0.29% | 0.28% | 95 | -200 | -2.65% | Q1 2026 | May 08, 2026 |
| Saxony Capital Management, LLC | History | Added to | 7,295 | 783 | 0.45% | 0.28% | 96 | +2,868 | 64.78% | Q1 2026 | Apr 24, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 7,293 | 783 | 0.16% | 0.18% | 97 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,183 | 771 | 0.0% | 0.0% | 98 | +283 | 4.1% | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | New | 7,098 | 762 | 0.42% | — | 99 | +7,098 | New | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 7,064 | 758 | 0.0% | 0.0% | 100 | +6,636 | 1550.47% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,994 | 751 | 0.0% | 0.0% | 101 | +3 | 0.04% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 6,617 | 710 | 0.03% | 0.03% | 102 | -11 | -0.17% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,610 | 709 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 6,695 | 708 | 0.05% | 0.05% | 104 | -187 | -2.72% | Q1 2026 | May 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,569 | 705 | 0.04% | 0.04% | 105 | +4 | 0.06% | Q1 2026 | Apr 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,134 | 658 | 0.03% | 0.03% | 106 | +215 | 3.63% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | New | 6,057 | 650 | 0.01% | — | 107 | +6,057 | New | Q1 2026 | May 05, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,681 | 610 | 0.02% | 0.02% | 108 | -34 | -0.59% | Q1 2026 | Apr 28, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 5,746 | 608 | 0.52% | 0.28% | 109 | +2,583 | 81.66% | Q1 2026 | Apr 27, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 5,653 | 607 | 0.4% | 0.37% | 110 | +35 | 0.62% | Q1 2026 | Apr 21, 2026 |
| Apollon Financial, LLC | History | Added to | 5,474 | 587 | 0.08% | 0.08% | 111 | +2 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 5,444 | 584 | 0.0% | 0.0% | 112 | -39 | -0.71% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5,441 | 584 | 0.17% | 0.16% | 113 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,311 | 563 | 0.0% | 0.0% | 114 | +550 | 11.55% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 5,236 | 562 | 0.0% | 0.0% | 115 | -3,219 | -38.07% | Q1 2026 | May 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 5,156 | 553 | 0.03% | 0.03% | 116 | +252 | 5.14% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,100 | 547 | 0.0% | 0.0% | 118 | -5,369 | -51.28% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 5,094 | 547 | 0.0% | 0.0% | 117 | -14 | -0.27% | Q1 2026 | May 08, 2026 |
| Concord Wealth Partners | History | Reduced | 5,017 | 538 | 0.07% | 0.07% | 119 | -342 | -6.38% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,987 | 535 | 0.01% | 0.0% | 120 | +868 | 21.07% | Q1 2026 | Apr 28, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 4,885 | 524 | 0.06% | 0.25% | 121 | -17,978 | -78.63% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 4,809 | 516 | 0.01% | 0.01% | 122 | +3 | 0.06% | Q1 2026 | Apr 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 4,715 | 506 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 4,382 | 470 | 0.29% | 0.27% | 124 | +1 | 0.02% | Q1 2026 | Apr 16, 2026 |
| Santori & Peters, Inc. | History | Added to | 4,136 | 444 | 0.14% | 0.15% | 125 | +7 | 0.17% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,105 | 440 | 0.0% | 0.0% | 126 | +226 | 5.83% | Q1 2026 | Apr 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 4,079 | 438 | 0.04% | 0.04% | 127 | -139 | -3.3% | Q1 2026 | May 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 4,078 | 437 | 0.05% | 0.05% | 128 | +116 | 2.93% | Q1 2026 | May 12, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,953 | 424 | 0.02% | 0.02% | 129 | +2 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | New | 3,932 | 422 | 0.01% | — | 130 | +3,932 | New | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 3,826 | 410 | 0.02% | 0.02% | 131 | +137 | 3.71% | Q1 2026 | May 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 3,664 | 393 | 0.01% | 0.01% | 132 | +1,280 | 53.69% | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 3,641 | 391 | 0.08% | 0.08% | 133 | +22 | 0.61% | Q1 2026 | May 14, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 3,645 | 390 | 0.27% | — | 134 | +3,645 | New | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,607 | 387 | 0.01% | 0.01% | 135 | -1,163 | -24.38% | Q1 2026 | Apr 22, 2026 |
| Midwest Financial Network, LLC | History | New | 3,577 | 384 | 0.31% | — | 136 | +3,577 | New | Q1 2026 | Jun 04, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 3,543 | 380 | 0.01% | 0.0% | 137 | +347 | 10.86% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,392 | 364 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,384 | 363 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Planned Solutions, Inc. | History | No change | 3,359 | 360 | 0.12% | 0.11% | 140 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 3,344 | 359 | 0.32% | — | 141 | +3,344 | New | Q1 2026 | Apr 16, 2026 |
| Clark Asset Management, LLC | History | Added to | 3,291 | 353 | 0.03% | 0.04% | 142 | +17 | 0.52% | Q1 2026 | Apr 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,277 | 351 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 3,245 | 348 | 0.01% | — | 144 | +3,245 | New | Q1 2026 | Apr 14, 2026 |
| Paragon Capital Management Ltd | History | Added to | 3,186 | 342 | 0.07% | 0.07% | 145 | +20 | 0.63% | Q1 2026 | Apr 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 3,185 | 342 | 0.17% | 0.17% | 146 | +20 | 0.63% | Q1 2026 | Apr 22, 2026 |
| Dale Q Rice Investment Management Ltd | History | No change | 3,093 | 332 | 0.25% | 0.23% | 147 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 2,989 | 320 | 0.0% | 0.0% | 148 | -45 | -1.48% | Q1 2026 | May 01, 2026 |
| RCS Financial Planning, LLC | History | New | 2,843 | 305 | 0.16% | — | 149 | +2,843 | New | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,752 | 295 | 0.0% | 0.0% | 150 | -267 | -8.84% | Q1 2026 | May 15, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 2,729 | 293 | 0.02% | — | 151 | +2,729 | New | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 2,663 | 285 | 0.0% | 0.0% | 152 | +28 | 1.06% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 2,526 | 271 | 0.04% | 0.04% | 153 | -43 | -1.67% | Q1 2026 | Apr 17, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 2,500 | 268 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,500 | 268 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,458 | 263 | 0.03% | 0.03% | 156 | +15 | 0.61% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Reduced | 2,420 | 259 | 0.01% | 0.01% | 157 | -2 | -0.08% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,373 | 254 | 0.0% | 0.0% | 158 | -171 | -6.72% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,267 | 243 | 0.0% | 0.0% | 159 | -3,931 | -63.42% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 2,249 | 241 | 0.0% | — | 160 | +2,249 | New | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Reduced | 2,236 | 240 | 0.06% | 0.07% | 161 | -348 | -13.47% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,235 | 240 | 0.0% | 0.0% | 162 | -85 | -3.66% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 2,087 | 224 | 0.01% | 0.0% | 163 | +3 | 0.14% | Q1 2026 | May 15, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 2,077 | 223 | 0.13% | 0.14% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | No change | 2,068 | 222 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | New | 2,010 | 215 | 0.1% | — | 167 | +2,010 | New | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,003 | 215 | 0.01% | 0.01% | 166 | -50 | -2.44% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 1,945 | 214 | 0.0% | — | 168 | +1,945 | New | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | New | 1,937 | 207 | 0.0% | — | 169 | +1,937 | New | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,852 | 198 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,490 | 160 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,465 | 157 | 0.11% | 0.1% | 172 | +6 | 0.41% | Q1 2026 | Apr 07, 2026 |
| S.A. Mason LLC | History | No change | 1,355 | 145 | 0.05% | 0.06% | 173 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 1,328 | 142 | 0.0% | 0.0% | 174 | +8 | 0.61% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,275 | 136 | 0.0% | 0.0% | 175 | +1 | 0.08% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,183 | 127 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,164 | 124 | 0.01% | 0.01% | 177 | +44 | 3.93% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,046 | 112 | 0.0% | 0.0% | 178 | -126 | -10.75% | Q1 2026 | May 13, 2026 |
| Birch Capital Management, LLC | History | Reduced | 967 | 103 | 0.05% | 0.05% | 179 | -33 | -3.3% | Q1 2026 | Apr 15, 2026 |
| SYM FINANCIAL Corp | History | No change | 933 | 100 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 925 | 99 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 895 | 96 | 0.02% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 867 | 92 | 0.01% | 0.01% | 183 | +13 | 1.52% | Q1 2026 | May 01, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 770 | 82 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 752 | 80 | 0.0% | 0.0% | 185 | -2,424 | -76.32% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | No change | 740 | 79 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 691 | 71 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 646 | 69 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 657 | 67 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | No change | 621 | 66 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | No change | 500 | 53 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 450 | 48 | 0.0% | — | 192 | +450 | New | Q1 2026 | Apr 28, 2026 |
| SouthState Bank Corp | History | No change | 410 | 44 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 366 | 39 | 0.0% | 0.0% | 195 | +299 | 446.27% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 371 | 39 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 336 | 36 | 0.01% | — | 196 | +336 | New | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 32 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Citizens National Bank Trust Department | History | No change | 290 | 31 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MTM Investment Management, LLC | History | No change | 275 | 29 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Crews Bank & Trust | History | No change | 250 | 26 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Community Bank, N.A. | History | New | 231 | 24 | 0.0% | — | 203 | +231 | New | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 238 | 24 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WealthShield Partners, LLC | History | No change | 225 | 24 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | No change | 213 | 22 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 197 | 21 | 0.0% | 0.0% | 205 | +91 | 85.85% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 196 | 21 | 0.0% | 0.0% | 206 | +1 | 0.51% | Q1 2026 | May 06, 2026 |
| TD Capital Management LLC | History | New | 192 | 20 | 0.0% | — | 207 | +192 | New | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 161 | 17 | 0.0% | — | 209 | +161 | New | Q1 2026 | Apr 29, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 159 | 17 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 154 | 16 | 0.0% | 0.0% | 210 | +1 | 0.65% | Q1 2026 | Apr 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 148 | 15 | 0.0% | — | 212 | +148 | New | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | New | 145 | 15 | 0.0% | — | 211 | +145 | New | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | New | 135 | 14 | 0.0% | — | 214 | +135 | New | Q1 2026 | Apr 22, 2026 |
| Gleason Group, Inc. | History | Reduced | 131 | 14 | 0.0% | 0.0% | 213 | -116 | -46.96% | Q1 2026 | May 04, 2026 |
| FIRST HORIZON CORP | History | No change | 120 | 12 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | No change | 118 | 12 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 95 | 10 | 0.0% | 0.0% | 219 | +1 | 1.06% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 100 | 10 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Glassman Wealth Services | History | No change | 101 | 10 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | New | 78 | 8 | 0.0% | — | 221 | +78 | New | Q1 2026 | May 19, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 75 | 8 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 73 | 7 | 0.0% | — | 224 | +73 | New | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | New | 70 | 7 | 0.0% | — | 223 | +70 | New | Q1 2026 | May 14, 2026 |
| Richardson Capital Management LLC | History | No change | 70 | 7 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 62 | 6 | 0.0% | — | 225 | +62 | New | Q1 2026 | May 08, 2026 |
| 3Chopt Investment Partners, LLC | History | New | 55 | 5 | 0.0% | — | 228 | +55 | New | Q1 2026 | Apr 23, 2026 |
| Bogart Wealth, LLC | History | No change | 48 | 5 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Paladin Advisory Group, LLC | History | No change | 51 | 5 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wagner Wealth Management, LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 31 | 3 | 0.0% | 0.0% | 230 | -25 | -44.64% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | New | 22 | 2 | 0.0% | — | 232 | +22 | New | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | New | 19 | 2 | 0.0% | — | 233 | +19 | New | Q1 2026 | Apr 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22 | 2 | 0.0% | 0.0% | 231 | +11 | 100.0% | Q1 2026 | May 15, 2026 |
| ACR Alpine Capital Research, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -352,994 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.2% | — | -21,144 | -100.0% | Q1 2026 | Apr 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -6,309 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,349 | -100.0% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,721 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,505 | -100.0% | Q1 2026 | May 04, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,710 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,644 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,372 | -100.0% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -530 | -100.0% | Q1 2026 | Apr 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -301 | -100.0% | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -153 | -100.0% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 26, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Addison Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |