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 | No change | 1,602,489 | 182,395 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,198,756 | 136,442 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 365,600 | 41,945 | 6.3% | 6.22% | 3 | -1,241 | -0.34% | Q3 2026 | Oct 19, 2026 |
| UBS Group AG | History | No change | 286,540 | 32,613 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 270,732 | 30,814 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ACR Alpine Capital Research, LLC | History | Added to | 251,095 | 28,808 | 0.39% | 0.01% | 6 | +246,922 | 5917.13% | Q3 2026 | Nov 02, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 211,954 | 24,317 | 8.2% | 8.1% | 7 | +4,598 | 2.22% | Q3 2026 | Nov 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 153,806 | 17,506 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 146,928 | 16,857 | 0.04% | 0.04% | 9 | +2,146 | 1.48% | Q3 2026 | Nov 02, 2026 |
| Mount Lucas Management LP | History | No change | 139,712 | 15,902 | 5.67% | 5.67% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jump Financial, LLC | History | No change | 130,834 | 14,891 | 0.12% | 0.12% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 126,452 | 14,507 | 0.02% | 0.02% | 12 | -4,035 | -3.09% | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 118,672 | 13,953 | 0.02% | 0.02% | 13 | +7,879 | 7.11% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 118,305 | 13,465 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | No change | 117,731 | 13,400 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peak Financial Management, Inc. | History | Added to | 107,154 | 12,293 | 2.79% | 2.77% | 16 | +964 | 0.91% | Q3 2026 | Oct 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 92,363 | 10,512 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 91,538 | 10,418 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 88,327 | 10,053 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trinity Wealth Management, LLC | History | New | 78,072 | 8,957 | 2.84% | — | 20 | +78,072 | New | Q3 2026 | Oct 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 76,153 | 8,667 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 72,630 | 8,332 | 0.01% | 0.01% | 22 | +14,173 | 24.25% | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 72,134 | 8,210 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 70,738 | 8,115 | 0.07% | 0.01% | 24 | +60,939 | 621.89% | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 65,771 | 7,486 | 0.11% | 0.11% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | No change | 60,531 | 6,889 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 55,378 | 6,303 | 0.24% | 0.24% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 55,028 | 6,263 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planned Solutions, Inc. | History | Added to | 52,722 | 6,048 | 1.66% | 0.11% | 29 | +49,408 | 1490.89% | Q3 2026 | Oct 19, 2026 |
| NewEdge Advisors, LLC | History | No change | 52,878 | 6,018 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 49,597 | 5,645 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 47,339 | 5,388 | 0.17% | 0.17% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 45,487 | 5,177 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 45,079 | 5,130 | 1.73% | 1.73% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 42,590 | 4,894 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 42,761 | 4,867 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 40,945 | 4,660 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 39,542 | 4,500 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 37,200 | 4,234 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 35,266 | 4,013 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 33,032 | 3,789 | 0.01% | 0.01% | 41 | -156 | -0.47% | Q3 2026 | Nov 02, 2026 |
| WP Advisors, LLC | History | Reduced | 32,729 | 3,755 | 0.86% | 0.91% | 42 | -141 | -0.43% | Q3 2026 | Oct 22, 2026 |
| BigSur Wealth Management LLC | History | No change | 31,699 | 3,636 | 0.86% | 0.87% | 43 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 31,384 | 3,600 | 0.15% | 0.16% | 44 | -1,719 | -5.19% | Q3 2026 | Oct 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 28,394 | 3,257 | 0.1% | 0.13% | 45 | -9,450 | -24.97% | Q3 2026 | Oct 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 25,783 | 2,934 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 25,447 | 2,919 | 2.59% | 1.17% | 47 | +13,325 | 109.92% | Q3 2026 | Nov 03, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 24,084 | 2,741 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 22,991 | 2,616 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 22,479 | 2,559 | 0.11% | 0.11% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 21,315 | 2,426 | 0.15% | 0.15% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 21,119 | 2,403 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oxinas Partners, LLC | History | No change | 20,682 | 2,354 | 0.93% | 0.93% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Breakwater Capital Group | History | Reduced | 17,567 | 2,015 | 0.24% | 0.25% | 54 | -437 | -2.43% | Q3 2026 | Oct 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 17,555 | 2,014 | 0.03% | 0.04% | 55 | -3,850 | -17.99% | Q3 2026 | Nov 04, 2026 |
| HRT FINANCIAL LP | History | No change | 17,611 | 2,004 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 17,104 | 1,946 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 16,886 | 1,937 | 0.18% | 0.18% | 58 | +91 | 0.54% | Q3 2026 | Oct 19, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,014 | 1,822 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,946 | 1,814 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMR Capital Management, LLC | History | Added to | 15,430 | 1,770 | 1.24% | 1.21% | 61 | +42 | 0.27% | Q3 2026 | Oct 23, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 15,170 | 1,726 | 0.13% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 14,852 | 1,690 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 13,995 | 1,592 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 13,570 | 1,556 | 0.76% | 0.71% | 65 | +233 | 1.75% | Q3 2026 | Oct 08, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 13,535 | 1,552 | 0.95% | 1.29% | 66 | -2,868 | -17.48% | Q3 2026 | Oct 20, 2026 |
| Midwest Financial Network, LLC | History | Added to | 13,516 | 1,550 | 1.06% | 0.37% | 67 | +8,741 | 183.06% | Q3 2026 | Oct 09, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 13,599 | 1,547 | 0.46% | 0.46% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 13,257 | 1,508 | 0.18% | 0.18% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 13,021 | 1,493 | 0.63% | 0.68% | 70 | -34 | -0.26% | Q3 2026 | Oct 15, 2026 |
| Strategic Advocates LLC | History | Added to | 12,844 | 1,473 | 5.68% | 5.48% | 71 | +399 | 3.21% | Q3 2026 | Nov 03, 2026 |
| HB Wealth Management, LLC | History | New | 12,588 | 1,444 | 0.01% | — | 72 | +12,588 | New | Q3 2026 | Oct 23, 2026 |
| Wealth Care LLC | History | No change | 12,529 | 1,426 | 1.15% | 1.15% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 12,247 | 1,405 | 0.05% | 0.05% | 74 | +300 | 2.51% | Q3 2026 | Oct 13, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 12,148 | 1,382 | 0.63% | 0.63% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,057 | 1,372 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | Added to | 11,537 | 1,323 | 0.0% | 0.0% | 77 | +137 | 1.2% | Q3 2026 | Nov 02, 2026 |
| LOM Asset Management Ltd | History | No change | 11,535 | 1,312 | 0.34% | 0.34% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 10,358 | 1,262 | 0.24% | 0.24% | 79 | -83 | -0.79% | Q3 2026 | Nov 03, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 10,900 | 1,250 | 0.34% | — | 80 | +10,900 | New | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Added to | 10,888 | 1,249 | 0.02% | 0.0% | 81 | +8,745 | 408.07% | Q3 2026 | Oct 16, 2026 |
| Valued Retirements, Inc. | History | No change | 10,657 | 1,212 | 1.09% | 1.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| G&S Capital LLC | History | New | 10,480 | 1,202 | 0.35% | — | 84 | +10,480 | New | Q3 2026 | Oct 23, 2026 |
| Activest Wealth Management | History | Added to | 10,482 | 1,202 | 0.22% | 0.19% | 83 | +1,794 | 20.65% | Q3 2026 | Oct 15, 2026 |
| Well Done, LLC | History | Reduced | 10,335 | 1,185 | 0.16% | 0.16% | 85 | -42 | -0.4% | Q3 2026 | Oct 20, 2026 |
| Summit Financial, LLC | History | No change | 9,298 | 1,058 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 9,117 | 1,057 | 0.12% | 0.13% | 87 | -207 | -2.22% | Q3 2026 | Oct 08, 2026 |
| &PARTNERS | History | No change | 8,898 | 1,054 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lansing Street Advisors | History | No change | 9,022 | 1,026 | 0.22% | 0.22% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Plan Group Financial, LLC | History | Added to | 8,338 | 1,003 | 0.2% | 0.19% | 90 | +436 | 5.52% | Q3 2026 | Oct 22, 2026 |
| Everest Financial Group LLC | History | No change | 8,812 | 1,002 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 8,708 | 999 | 0.05% | 0.05% | 92 | +218 | 2.57% | Q3 2026 | Nov 03, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Added to | 8,448 | 973 | 0.66% | 0.45% | 93 | +2,556 | 43.38% | Q3 2026 | Oct 09, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 8,361 | 951 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VestGen Investment Management | History | No change | 8,170 | 929 | 0.49% | 0.49% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 7,293 | 837 | 0.07% | 0.1% | 96 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 7,198 | 831 | 0.57% | 0.56% | 97 | +871 | 13.77% | Q3 2026 | Oct 13, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 7,256 | 825 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 7,194 | 818 | 0.26% | 0.26% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MARSHALL WACE, LLP | History | No change | 7,092 | 807 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 7,067 | 804 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 7,043 | 801 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,000 | 796 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 6,695 | 762 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,662 | 758 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 6,636 | 755 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | New | 6,488 | 752 | 0.01% | — | 108 | +6,488 | New | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,610 | 752 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 6,547 | 751 | 0.03% | 0.03% | 109 | +105 | 1.63% | Q3 2026 | Oct 26, 2026 |
| Focus Partners Wealth | History | No change | 6,219 | 707 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 6,134 | 698 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Paragon Capital Management Ltd | History | Added to | 5,954 | 683 | 0.13% | 0.13% | 112 | +17 | 0.29% | Q3 2026 | Oct 09, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 5,907 | 677 | 0.02% | 0.02% | 113 | -649 | -9.9% | Q3 2026 | Oct 30, 2026 |
| Corient Private Wealth LP | History | No change | 5,934 | 675 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 5,858 | 666 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Apollon Financial, LLC | History | Added to | 5,729 | 657 | 0.07% | 0.08% | 117 | +102 | 1.81% | Q3 2026 | Oct 23, 2026 |
| XTX Topco Ltd | History | No change | 5,780 | 657 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,730 | 652 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 5,597 | 642 | 0.34% | 0.34% | 119 | +30 | 0.54% | Q3 2026 | Nov 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,524 | 636 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,554 | 632 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5,432 | 623 | 0.17% | 0.16% | 122 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 5,156 | 591 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 5,124 | 583 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concord Wealth Partners | History | Reduced | 4,798 | 550 | 0.06% | 0.06% | 125 | -17 | -0.35% | Q3 2026 | Oct 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 4,811 | 547 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,801 | 546 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Reduced | 4,712 | 540 | 0.0% | 0.0% | 128 | -148 | -3.05% | Q3 2026 | Oct 21, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 4,715 | 536 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regal Investment Advisors LLC | History | No change | 4,626 | 526 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | New | 4,539 | 520 | 0.01% | — | 131 | +4,539 | New | Q3 2026 | Oct 22, 2026 |
| Capstone Wealth Management Group, Inc. | History | Added to | 4,403 | 505 | 0.3% | 0.3% | 132 | +15 | 0.34% | Q3 2026 | Oct 19, 2026 |
| Savant Capital, LLC | History | No change | 4,256 | 491 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,311 | 490 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Santori & Peters, Inc. | History | Added to | 4,150 | 476 | 0.13% | 0.13% | 136 | +7 | 0.17% | Q3 2026 | Oct 26, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,188 | 476 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 4,146 | 475 | 0.0% | 0.0% | 137 | -95 | -2.24% | Q3 2026 | Oct 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 4,079 | 464 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Berger Financial Group, Inc | History | No change | 3,956 | 450 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 3,734 | 442 | 0.12% | 0.64% | 140 | -17,007 | -82.0% | Q3 2026 | Oct 19, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 3,835 | 439 | 0.18% | 0.18% | 141 | +55 | 1.46% | Q3 2026 | Oct 19, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 4,078 | 437 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 3,664 | 417 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 3,664 | 416 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,548 | 407 | 0.0% | 0.0% | 145 | -59 | -1.64% | Q3 2026 | Oct 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,392 | 389 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 3,384 | 385 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 3,221 | 369 | 0.14% | 0.15% | 148 | +17 | 0.53% | Q3 2026 | Nov 04, 2026 |
| Lido Advisors, LLC | History | New | 3,201 | 367 | 0.0% | — | 149 | +3,201 | New | Q3 2026 | Nov 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,001 | 344 | 0.03% | 0.03% | 150 | -276 | -8.42% | Q3 2026 | Oct 20, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 3,007 | 344 | 0.19% | 0.19% | 151 | -24 | -0.79% | Q3 2026 | Oct 09, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,988 | 340 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 2,750 | 313 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 2,729 | 310 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 2,659 | 302 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Asset Management, LLC | History | Added to | 2,586 | 296 | 0.02% | 0.02% | 156 | +14 | 0.54% | Q3 2026 | Oct 19, 2026 |
| Quantinno Capital Management LP | History | No change | 2,593 | 295 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,486 | 285 | 0.03% | 0.03% | 158 | +13 | 0.53% | Q3 2026 | Oct 14, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 2,500 | 284 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,500 | 284 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 2,420 | 275 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,373 | 270 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 2,275 | 258 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Added to | 2,246 | 257 | 0.06% | 0.06% | 164 | +5 | 0.22% | Q3 2026 | Oct 21, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,230 | 253 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 2,077 | 236 | 0.12% | 0.12% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 2,068 | 235 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| S.A. Mason LLC | History | No change | 2,055 | 235 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TKG Advisors, LLC | History | New | 2,033 | 233 | 0.08% | — | 169 | +2,033 | New | Q3 2026 | Oct 30, 2026 |
| BlackRock, Inc. | History | No change | 2,041 | 232 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 2,021 | 231 | 0.0% | 0.0% | 171 | +2 | 0.1% | Q3 2026 | Oct 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 2,015 | 231 | 0.1% | 0.09% | 172 | +2 | 0.1% | Q3 2026 | Oct 23, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 1,903 | 227 | 0.0% | 0.0% | 173 | +3 | 0.16% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,903 | 227 | 0.0% | 0.0% | 174 | +3 | 0.16% | Q3 2026 | Oct 20, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,947 | 221 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,832 | 210 | 0.0% | 0.0% | 177 | +749 | 69.16% | Q3 2026 | Oct 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,852 | 210 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 1,837 | 209 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 1,835 | 208 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 1,809 | 207 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 1,766 | 202 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 1,780 | 202 | 0.09% | 0.09% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 1,760 | 201 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,490 | 170 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,478 | 169 | 0.09% | 0.09% | 185 | +5 | 0.34% | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,355 | 154 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,330 | 151 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 1,328 | 151 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,183 | 134 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIMA LLC | History | Added to | 1,034 | 118 | 0.12% | 0.11% | 190 | +30 | 2.99% | Q3 2026 | Oct 23, 2026 |
| AE Wealth Management LLC | History | No change | 1,018 | 115 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 933 | 107 | 0.01% | 0.01% | 192 | -22 | -2.3% | Q3 2026 | Oct 26, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 925 | 106 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | No change | 740 | 84 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 695 | 79 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BFC Planning, Inc. | History | No change | 673 | 76 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 657 | 74 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 642 | 73 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | New | 621 | 71 | 0.0% | — | 200 | +621 | New | Q3 2026 | Nov 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 626 | 71 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 540 | 61 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Goodman Advisory Group, LLC | History | New | 472 | 54 | 0.01% | — | 202 | +472 | New | Q3 2026 | Oct 30, 2026 |
| Birch Capital Management, LLC | History | No change | 438 | 50 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 431 | 49 | 0.0% | — | 204 | +431 | New | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 401 | 45 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SouthState Bank Corp | History | No change | 390 | 44 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 328 | 37 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 34 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Citizens National Bank Trust Department | History | No change | 290 | 33 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Crews Bank & Trust | History | No change | 250 | 28 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 241 | 27 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Community Bank, N.A. | History | No change | 231 | 26 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 225 | 25 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kilter Group LLC | History | No change | 213 | 24 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Capital Management LLC | History | No change | 192 | 21 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 159 | 18 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 156 | 17 | 0.0% | 0.0% | 217 | +1 | 0.65% | Q3 2026 | Oct 01, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 156 | 17 | 0.01% | 0.01% | 218 | +1 | 0.65% | Q3 2026 | Nov 02, 2026 |
| Founders Financial Alliance, LLC | History | No change | 146 | 16 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Caldwell Trust Co | History | Reduced | 135 | 15 | 0.0% | 0.0% | 221 | -20 | -12.9% | Q3 2026 | Oct 30, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 143 | 15 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 123 | 14 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FIRST HORIZON CORP | History | No change | 120 | 13 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Key FInancial Inc | History | No change | 118 | 13 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 106 | 12 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 11 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Glassman Wealth Services | History | No change | 101 | 11 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | Added to | 96 | 10 | 0.0% | 0.0% | 228 | +1 | 1.05% | Q3 2026 | Oct 30, 2026 |
| Harbor Asset Planning, Inc. | History | New | 84 | 9 | 0.01% | — | 230 | +84 | New | Q3 2026 | Oct 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 83 | 9 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Richardson Capital Management LLC | History | No change | 70 | 8 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 76 | 8 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 55 | 6 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 53 | 6 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 48 | 5 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Paladin Advisory Group, LLC | History | No change | 51 | 5 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Grove Bank & Trust | History | New | 29 | 3 | 0.0% | — | 237 | +29 | New | Q3 2026 | Oct 08, 2026 |
| GAMMA Investing LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CoreCap Advisors, LLC | History | New | 13 | 1 | 0.0% | — | 239 | +13 | New | Q3 2026 | Oct 08, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -8,480 | -100.0% | Q3 2026 | Oct 28, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,394 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Flaharty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -5,389 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,575 | -100.0% | Q3 2026 | Oct 15, 2026 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,764 | -100.0% | Q3 2026 | Oct 14, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,003 | -100.0% | Q3 2026 | Oct 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,905 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -867 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -759 | -100.0% | Q3 2026 | Nov 04, 2026 |
| MTM Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -275 | -100.0% | Q3 2026 | Oct 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2026 | Oct 13, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Addison Advisors LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |