INVESCO EXCHANGE-TRADED FUND TRUST - RSPG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 385,035 | 42,149 | 0.01% | 0.0% | 1 | +119,501 | 45.0% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 363,231 | 39,762 | 0.0% | 0.0% | 2 | -252,961 | -41.05% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 341,442 | 37,377 | 0.0% | 0.0% | 3 | +75,127 | 28.21% | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Added to | 292,212 | 31,988 | 4.62% | 3.22% | 4 | +23,651 | 8.81% | Q1 2026 | Apr 22, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 243,438 | 26,649 | 3.31% | 4.35% | 5 | -194,302 | -44.39% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 190,563 | 20,860 | 0.01% | 0.0% | 6 | +79,075 | 70.93% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 136,826 | 14,978 | 0.0% | 0.0% | 7 | +31,019 | 29.32% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 130,869 | 14,326 | 0.01% | 0.0% | 8 | +100,948 | 337.38% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | New | 94,614 | 10,357 | 0.04% | — | 9 | +94,614 | New | Q1 2026 | May 15, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Reduced | 100,850 | 10,131 | 3.2% | 3.04% | 10 | -9,467 | -8.58% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 71,228 | 7,545 | 0.07% | 0.07% | 11 | -7,646 | -9.69% | Q1 2026 | Apr 07, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 66,795 | 7,312 | 0.6% | 0.38% | 12 | +10,328 | 18.29% | Q1 2026 | Apr 08, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 62,328 | 6,823 | 2.45% | — | 13 | +62,328 | New | Q1 2026 | Apr 16, 2026 |
| Guild Investment Management, Inc. | History | Reduced | 58,410 | 6,394 | 4.57% | 3.76% | 14 | -5,370 | -8.42% | Q1 2026 | Apr 20, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 56,008 | 6,131 | 0.76% | 0.6% | 15 | -1,871 | -3.23% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 46,052 | 5,041 | 0.05% | — | 16 | +46,052 | New | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 41,264 | 4,517 | 0.0% | 0.0% | 17 | +9,173 | 28.58% | Q1 2026 | May 15, 2026 |
| Ocean Park Asset Management, LLC | History | New | 41,114 | 4,500 | 0.26% | — | 18 | +41,114 | New | Q1 2026 | Apr 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 38,094 | 4,170 | 0.0% | 0.0% | 19 | -19,969 | -34.39% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 35,611 | 3,898 | 0.01% | 0.0% | 20 | +20,006 | 128.2% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 31,376 | 3,434 | 0.03% | 0.02% | 21 | +1,893 | 6.42% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 31,326 | 3,429 | 1.38% | 0.96% | 22 | +1,893 | 6.43% | Q1 2026 | Apr 23, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 30,007 | 3,284 | 1.16% | 0.88% | 23 | -1,093 | -3.51% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 29,795 | 3,261 | 0.01% | 0.0% | 24 | -2,240 | -6.99% | Q1 2026 | May 14, 2026 |
| LM Advisors LLC | History | Added to | 336 | 3,066 | 0.05% | 0.06% | 25 | +92 | 37.7% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 27,108 | 2,967 | 0.07% | 0.05% | 26 | -1,338 | -4.7% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,673 | 2,919 | 0.01% | 0.01% | 27 | +640 | 2.46% | Q1 2026 | Apr 30, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 26,145 | 2,862 | 1.02% | 0.76% | 28 | -474 | -1.78% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 25,540 | 2,795 | 0.0% | — | 29 | +25,540 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 25,060 | 2,743 | 0.0% | 0.0% | 30 | +1,041 | 4.33% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 24,720 | 2,706 | 0.0% | 0.0% | 31 | +1,356 | 5.8% | Q1 2026 | Apr 27, 2026 |
| Courage Miller Partners, LLC | History | New | 21,053 | 2,304 | 0.65% | — | 32 | +21,053 | New | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Reduced | 20,988 | 2,297 | 0.0% | 0.0% | 33 | -1,725 | -7.59% | Q1 2026 | May 13, 2026 |
| TABLEAUX LLC | History | New | 20,719 | 2,268 | 1.1% | — | 34 | +20,719 | New | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 20,008 | 2,190 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 19,095 | 2,115 | 0.15% | 0.22% | 36 | -18,342 | -48.99% | Q1 2026 | May 05, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | New | 18,242 | 1,996 | 0.91% | — | 37 | +18,242 | New | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,606 | 1,927 | 0.0% | 0.0% | 38 | -1,912 | -9.8% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,168 | 1,901 | 0.0% | 0.0% | 39 | +1,644 | 10.59% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 17,011 | 1,862 | 0.01% | — | 40 | +17,011 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,849 | 1,845 | 0.0% | 0.0% | 41 | -348 | -2.02% | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 16,395 | 1,794 | 0.29% | 0.22% | 42 | -3,682 | -18.34% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 15,268 | 1,671 | 0.01% | 0.0% | 43 | +3,973 | 35.17% | Q1 2026 | May 05, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 15,271 | 1,671 | 0.56% | 0.43% | 44 | -1,470 | -8.78% | Q1 2026 | Apr 22, 2026 |
| Synergy Asset Management, LLC | History | New | 14,418 | 1,578 | 0.17% | — | 45 | +14,418 | New | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 13,841 | 1,515 | 0.03% | 0.02% | 46 | -263 | -1.86% | Q1 2026 | May 11, 2026 |
| Somerset Trust Co | History | Added to | 13,817 | 1,512 | 0.46% | 0.32% | 47 | +509 | 3.82% | Q1 2026 | Apr 02, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 13,811 | 1,511 | 0.02% | 0.02% | 48 | -5,196 | -27.34% | Q1 2026 | May 13, 2026 |
| Hills Bank & Trust Co | History | Added to | 11,107 | 1,215 | 0.06% | 0.03% | 49 | +3,729 | 50.54% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,734 | 1,065 | 0.01% | 0.01% | 50 | -47 | -0.48% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,232 | 1,040 | 0.0% | 0.0% | 51 | +4,226 | 84.42% | Q1 2026 | May 15, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 9,254 | 1,013 | 0.72% | 0.5% | 52 | +1,262 | 15.79% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,275 | 905 | 0.02% | 0.01% | 53 | +3,727 | 81.95% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 8,258 | 904 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,758 | 849 | 0.0% | 0.0% | 55 | -1,464 | -15.88% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,857 | 837 | 0.0% | 0.0% | 56 | -3,122 | -28.44% | Q1 2026 | Apr 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 7,406 | 810 | 0.04% | 0.03% | 57 | -299 | -3.88% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,230 | 791 | 0.01% | 0.01% | 58 | -802 | -9.99% | Q1 2026 | May 18, 2026 |
| StoneCrest Wealth Management, Inc. | History | New | 7,166 | 784 | 0.33% | — | 59 | +7,166 | New | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | New | 7,132 | 780 | 0.0% | — | 60 | +7,132 | New | Q1 2026 | May 13, 2026 |
| Friedenthal Financial | History | Added to | 7,092 | 776 | 0.39% | 0.29% | 61 | +23 | 0.33% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,067 | 773 | 0.0% | 0.0% | 62 | +5,742 | 433.36% | Q1 2026 | May 14, 2026 |
| Walker Asset Management, LLC | History | Reduced | 6,568 | 718 | 0.39% | 0.29% | 63 | -266 | -3.89% | Q1 2026 | Apr 24, 2026 |
| HRT FINANCIAL LP | History | New | 6,396 | 700 | 0.0% | — | 64 | +6,396 | New | Q1 2026 | May 14, 2026 |
| Ferguson Shapiro LLC | History | New | 6,130 | 671 | 0.2% | — | 65 | +6,130 | New | Q1 2026 | Apr 23, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 5,861 | 641 | 0.04% | 0.03% | 66 | -181 | -3.0% | Q1 2026 | Apr 20, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 5,788 | 633 | 0.39% | 0.34% | 67 | -519 | -8.23% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,732 | 627 | 0.0% | 0.0% | 68 | -652 | -10.21% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,585 | 611 | 0.0% | 0.0% | 69 | +3,954 | 242.43% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 5,480 | 600 | 0.0% | 0.0% | 70 | +543 | 11.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,283 | 578 | 0.0% | 0.0% | 71 | +4,950 | 1486.49% | Q1 2026 | Jun 02, 2026 |
| FMR LLC | History | Reduced | 5,278 | 577 | 0.0% | 0.0% | 72 | -716 | -11.95% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 5,270 | 576 | 0.19% | 0.14% | 73 | -100 | -1.86% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 4,951 | 542 | 0.01% | — | 74 | +4,951 | New | Q1 2026 | Apr 28, 2026 |
| SFMG, LLC | History | No change | 4,858 | 531 | 0.04% | 0.03% | 75 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 4,808 | 526 | 0.01% | — | 76 | +4,808 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,777 | 522 | 0.0% | 0.0% | 77 | +493 | 11.51% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,712 | 515 | 0.01% | 0.0% | 78 | +2,262 | 92.33% | Q1 2026 | May 04, 2026 |
| Prosperitas Financial LLC | History | No change | 4,623 | 506 | 0.19% | 0.14% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Centurion Wealth Management LLC | History | No change | 4,600 | 503 | 0.11% | 0.08% | 80 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MAI Capital Management | History | Reduced | 4,572 | 500 | 0.0% | 0.0% | 81 | -100 | -2.14% | Q1 2026 | May 15, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 4,508 | 493 | 0.22% | 0.18% | 82 | -107 | -2.32% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | New | 4,460 | 488 | 0.0% | — | 83 | +4,460 | New | Q1 2026 | May 14, 2026 |
| Indivisible Partners | History | Added to | 4,371 | 478 | 0.04% | 0.03% | 84 | +1,067 | 32.29% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,318 | 473 | 0.0% | 0.0% | 85 | -295 | -6.39% | Q1 2026 | Apr 22, 2026 |
| Finivi Inc. | History | New | 4,299 | 470 | 0.26% | — | 86 | +4,299 | New | Q1 2026 | Apr 10, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 4,125 | 451 | 0.11% | — | 87 | +4,125 | New | Q1 2026 | May 07, 2026 |
| WealthPlan Investment Management, LLC | History | New | 3,994 | 437 | 0.02% | — | 88 | +3,994 | New | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Reduced | 3,874 | 424 | 0.0% | 0.0% | 89 | -302 | -7.23% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Reduced | 3,862 | 422 | 0.02% | 0.02% | 90 | -110 | -2.77% | Q1 2026 | May 04, 2026 |
| Strategic Advisors LLC | History | Reduced | 3,814 | 417 | 0.07% | 0.05% | 91 | -224 | -5.55% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,811 | 417 | 0.01% | 0.0% | 92 | +36 | 0.95% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,625 | 396 | 0.0% | — | 94 | +3,625 | New | Q1 2026 | May 15, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 3,625 | 396 | 0.23% | 0.2% | 93 | -582 | -13.83% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 3,471 | 379 | 0.0% | 0.0% | 95 | -434 | -11.11% | Q1 2026 | Apr 24, 2026 |
| IMC-Chicago, LLC | History | New | 3,380 | 370 | 0.0% | — | 97 | +3,380 | New | Q1 2026 | May 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 3,388 | 370 | 0.04% | 0.03% | 96 | +37 | 1.1% | Q1 2026 | Apr 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,328 | 364 | 0.01% | 0.01% | 98 | +93 | 2.87% | Q1 2026 | Apr 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 3,300 | 361 | 0.01% | — | 99 | +3,300 | New | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,216 | 352 | 0.0% | 0.0% | 100 | -793 | -19.78% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 3,195 | 349 | 0.02% | — | 101 | +3,195 | New | Q1 2026 | Apr 09, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 3,060 | 334 | 0.01% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,000 | 328 | 0.0% | — | 104 | +3,000 | New | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 3,002 | 328 | 0.02% | 0.01% | 103 | -71 | -2.31% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Added to | 2,992 | 327 | 0.0% | 0.0% | 105 | +139 | 4.87% | Q1 2026 | May 13, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 2,878 | 315 | 0.14% | 0.09% | 106 | +286 | 11.03% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | New | 2,877 | 314 | 0.0% | — | 107 | +2,877 | New | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 2,821 | 308 | 0.0% | 0.0% | 108 | +4 | 0.14% | Q1 2026 | May 15, 2026 |
| Fulcrum Equity Management | History | New | 2,788 | 305 | 0.29% | — | 110 | +2,788 | New | Q1 2026 | Apr 02, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 2,794 | 305 | 0.03% | 0.02% | 109 | -299 | -9.67% | Q1 2026 | May 01, 2026 |
| AMJ Financial Wealth Management | History | New | 2,751 | 301 | 0.07% | — | 111 | +2,751 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 2,571 | 281 | 0.15% | 0.11% | 112 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 2,437 | 266 | 0.2% | 0.13% | 113 | +231 | 10.47% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 2,424 | 265 | 0.01% | — | 114 | +2,424 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,400 | 262 | 0.0% | 0.0% | 115 | +519 | 27.59% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,370 | 259 | 0.0% | 0.0% | 116 | -325 | -12.06% | Q1 2026 | May 07, 2026 |
| Northwest Financial Advisors | History | New | 2,347 | 256 | 0.49% | — | 117 | +2,347 | New | Q1 2026 | Apr 24, 2026 |
| Crescent Grove Advisors, LLC | History | New | 2,337 | 255 | 0.02% | — | 118 | +2,337 | New | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,282 | 249 | 0.0% | — | 119 | +2,282 | New | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | New | 2,235 | 244 | 0.0% | — | 120 | +2,235 | New | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,000 | 238 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vivaldi Capital Management LP | History | New | 2,089 | 228 | 0.03% | — | 122 | +2,089 | New | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | New | 2,073 | 226 | 0.02% | — | 123 | +2,073 | New | Q1 2026 | May 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | New | 2,035 | 222 | 0.12% | — | 124 | +2,035 | New | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | No change | 2,022 | 221 | 0.04% | 0.03% | 125 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | New | 1,936 | 211 | 0.02% | — | 126 | +1,936 | New | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,608 | 176 | 0.0% | 0.0% | 127 | -20 | -1.23% | Q1 2026 | May 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,550 | 169 | 0.1% | — | 128 | +1,550 | New | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 1,986 | 158 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,256 | 137 | 0.0% | 0.0% | 130 | -37 | -2.86% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,234 | 135 | 0.01% | — | 131 | +1,234 | New | Q1 2026 | May 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,172 | 128 | 0.0% | — | 132 | +1,172 | New | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,055 | 115 | 0.0% | 0.0% | 133 | +2 | 0.19% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 695 | 76 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 684 | 74 | 0.01% | 0.01% | 135 | -12 | -1.72% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 674 | 73 | 0.01% | 0.01% | 136 | +3 | 0.45% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | No change | 659 | 72 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 615 | 67 | 0.0% | 0.0% | 138 | +555 | 925.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 565 | 59 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CX Institutional | History | Added to | 522 | 57 | 0.0% | 0.0% | 140 | +296 | 130.97% | Q1 2026 | Apr 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 517 | 56 | 0.0% | 0.0% | 141 | +2 | 0.39% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | No change | 457 | 50 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 397 | 42 | 0.0% | — | 144 | +397 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 385 | 42 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Added to | 346 | 37 | 0.0% | 0.0% | 145 | +170 | 96.59% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 425 | 33 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | No change | 234 | 25 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 201 | 22 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 200 | 21 | 0.0% | 0.0% | 150 | -190 | -48.72% | Q1 2026 | Apr 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 200 | 21 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HighMark Wealth Management LLC | History | No change | 200 | 21 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 175 | 19 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Banque Transatlantique SA | History | New | 143 | 15 | 0.0% | — | 153 | +143 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | No change | 103 | 11 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | No change | 90 | 9 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 68 | 7 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 30 | 3 | 0.0% | 0.0% | 157 | -3,443 | -99.14% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 30 | 3 | 0.0% | 0.0% | 158 | -50 | -62.5% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | New | 30 | 3 | 0.0% | — | 160 | +30 | New | Q1 2026 | May 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 29 | 3 | 0.0% | — | 161 | +29 | New | Q1 2026 | May 13, 2026 |
| Leo H. Evart, Inc. | History | New | 29 | 3 | 0.0% | — | 162 | +29 | New | Q1 2026 | May 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 30 | 3 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CENTRAL TRUST Co | History | No change | 10 | 1 | 0.0% | — | 163 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fortis Advisors, LLC | History | Closed out | 0 | 0 | — | 1.52% | — | -35,205 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,477 | -100.0% | Q1 2026 | May 15, 2026 |
| Sylvest Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -6,904 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,843 | -100.0% | Q1 2026 | May 15, 2026 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.11% | — | -5,238 | -100.0% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,601 | -100.0% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,331 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,226 | -100.0% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,169 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,317 | -100.0% | Q1 2026 | May 15, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 08, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |