INVESCO EXCHANGE-TRADED FUND TRUST - RSPH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 34 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Reduced | 2,199,175 | 70,043 | 0.08% | 0.08% | 1 | -68,760 | -3.03% | Q4 2025 | Feb 06, 2026 |
| LM Advisors LLC | History | Reduced | 966 | 30,331 | 0.55% | 0.13% | 2 | -30,607 | -96.94% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 635,983 | 20,256 | 0.0% | 0.0% | 3 | -7,323 | -1.14% | Q4 2025 | Feb 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 427,644 | 13,620 | 4.31% | 3.99% | 4 | +13,872 | 3.35% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 424,867 | 13,532 | 0.0% | 0.0% | 5 | +28,863 | 7.29% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 399,805 | 12,733 | 0.0% | 0.0% | 6 | -17,344 | -4.16% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 333,526 | 10,623 | 0.0% | — | 7 | +333,526 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 327,168 | 10,420 | 0.06% | 0.06% | 8 | -1,676 | -0.51% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 324,775 | 10,344 | 0.0% | 0.0% | 9 | -3,850 | -1.17% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 299,096 | 9,526 | 0.0% | 0.0% | 10 | -8,431 | -2.74% | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 238,263 | 7,588 | 0.03% | 0.03% | 11 | -26,977 | -10.17% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | New | 214,014 | 6,816 | 0.01% | — | 12 | +214,014 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 203,831 | 6,492 | 0.01% | 0.01% | 13 | +49,015 | 31.66% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 175,782 | 5,598 | 0.0% | 0.0% | 14 | +1,179 | 0.68% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 170,321 | 5,424 | 0.0% | 0.0% | 15 | -9,423 | -5.24% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 145,287 | 4,627 | 0.0% | 0.0% | 16 | +24,175 | 19.96% | Q4 2025 | Feb 17, 2026 |
| FCA CORP /TX | History | Reduced | 142,871 | 4,550 | 1.28% | 1.19% | 17 | -2,484 | -1.71% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 134,061 | 4,269 | 0.05% | 0.05% | 18 | +18,026 | 15.53% | Q4 2025 | Jan 23, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 125,521 | 3,997 | 0.06% | 0.06% | 19 | -464 | -0.37% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 120,860 | 3,849 | 0.0% | 0.0% | 20 | +3,300 | 2.81% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 120,843 | 3,848 | 0.13% | 0.13% | 21 | +1,190 | 0.99% | Q4 2025 | Jan 12, 2026 |
| Friedenthal Financial | History | Reduced | 119,056 | 3,791 | 1.95% | 1.87% | 22 | -4,132 | -3.35% | Q4 2025 | Jan 27, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 115,580 | 3,681 | 1.33% | 1.29% | 23 | -1,165 | -1.0% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 110,850 | 3,527 | 0.0% | 0.0% | 24 | +2,058 | 1.89% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 101,963 | 3,247 | 0.0% | 0.0% | 25 | -3,047 | -2.9% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 86,767 | 2,763 | 0.0% | 0.0% | 26 | -39,763 | -31.43% | Q4 2025 | Feb 12, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 82,254 | 2,619 | 0.43% | 0.45% | 27 | -8,776 | -9.64% | Q4 2025 | Jan 27, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 75,380 | 2,400 | 0.26% | 0.25% | 28 | +91 | 0.12% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 71,476 | 2,276 | 0.22% | 0.21% | 29 | -2,794 | -3.76% | Q4 2025 | Jan 28, 2026 |
| Stelac Advisory Services LLC | History | No change | 70,061 | 2,231 | 0.79% | 0.71% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 67,804 | 2,159 | 0.98% | 0.99% | 31 | -3,192 | -4.5% | Q4 2025 | Jan 22, 2026 |
| Berger Financial Group, Inc | History | Reduced | 63,133 | 2,010 | 0.12% | 0.12% | 32 | -6,677 | -9.56% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Reduced | 61,968 | 1,973 | 0.0% | 0.0% | 33 | -20,500 | -24.86% | Q4 2025 | Jan 29, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 60,608 | 1,930 | 0.14% | 0.13% | 34 | +1,553 | 2.63% | Q4 2025 | Feb 18, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 60,429 | 1,924 | 0.09% | 0.09% | 35 | -638 | -1.04% | Q4 2025 | Feb 13, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 58,090 | 1,850 | 0.48% | 0.47% | 36 | -1,885 | -3.14% | Q4 2025 | Jan 23, 2026 |
| Hartford Financial Management Inc. | History | Added to | 56,111 | 1,787 | 0.46% | 0.44% | 37 | +4 | 0.01% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 46,048 | 1,466 | 0.0% | 0.0% | 38 | +5,744 | 14.25% | Q4 2025 | Feb 17, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 43,483 | 1,384 | 0.44% | 0.68% | 39 | -25,538 | -37.0% | Q4 2025 | Feb 12, 2026 |
| Walker Asset Management, LLC | History | Reduced | 43,077 | 1,372 | 0.74% | 0.71% | 40 | -262 | -0.6% | Q4 2025 | Jan 16, 2026 |
| Hills Bank & Trust Co | History | New | 41,314 | 1,315 | 0.08% | — | 41 | +41,314 | New | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,332 | 1,285 | 0.0% | 0.0% | 42 | +680 | 1.71% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 38,507 | 1,278 | 0.0% | 0.0% | 43 | -2,590 | -6.3% | Q4 2025 | Jan 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 38,804 | 1,235 | 0.03% | 0.03% | 44 | -1,216 | -3.04% | Q4 2025 | Jan 23, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 37,635 | 1,198 | 0.3% | 0.28% | 45 | +3 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Biltmore Family Office, LLC | History | No change | 37,200 | 1,184 | 0.16% | 0.16% | 46 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 35,655 | 1,135 | 0.0% | 0.0% | 47 | +18,143 | 103.6% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 35,577 | 1,133 | 0.0% | 0.0% | 48 | -26,192 | -42.4% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 33,592 | 1,069 | 0.0% | 0.0% | 49 | +7,065 | 26.63% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 30,860 | 982 | 0.01% | 0.01% | 50 | -609 | -1.94% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 30,539 | 972 | 0.0% | — | 51 | +30,539 | New | Q4 2025 | Feb 05, 2026 |
| Optas, LLC | History | Reduced | 30,210 | 962 | 0.15% | 0.15% | 52 | -35 | -0.12% | Q4 2025 | Jan 27, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 29,379 | 935 | 0.92% | 0.94% | 53 | -2,299 | -7.26% | Q4 2025 | Jan 26, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 29,110 | 927 | 0.26% | 0.24% | 54 | -100 | -0.34% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 28,998 | 923 | 0.01% | 0.01% | 55 | -2 | -0.01% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 28,134 | 896 | 0.02% | 0.02% | 56 | +12 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 27,292 | 869 | 0.0% | 0.0% | 57 | -156 | -0.57% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 27,247 | 867 | 0.0% | — | 58 | +27,247 | New | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | Added to | 29,110 | 855 | 0.0% | 0.0% | 59 | +167 | 0.58% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Reduced | 26,266 | 836 | 0.0% | 0.0% | 60 | -259 | -0.98% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | New | 25,609 | 815 | 0.01% | — | 61 | +25,609 | New | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Reduced | 25,387 | 808 | 0.0% | 0.0% | 62 | -714 | -2.74% | Q4 2025 | Mar 09, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 23,115 | 736 | 0.09% | 0.08% | 63 | -80 | -0.34% | Q4 2025 | Jan 22, 2026 |
| CHOREO, LLC | History | No change | 22,780 | 731 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | Added to | 21,825 | 695 | 0.05% | 0.03% | 65 | +4,140 | 23.41% | Q4 2025 | Jan 26, 2026 |
| Sensible Money, LLC | History | No change | 21,825 | 695 | 0.22% | 0.22% | 66 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 20,978 | 668 | 0.05% | 0.06% | 67 | -3,737 | -15.12% | Q4 2025 | Jan 09, 2026 |
| Wakefield Asset Management LLLP | History | New | 20,814 | 662 | 0.18% | — | 68 | +20,814 | New | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Reduced | 20,743 | 660 | 0.0% | 0.0% | 69 | -781 | -3.63% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 19,563 | 623 | 0.0% | 0.0% | 70 | +1,474 | 8.15% | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 18,991 | 604 | 0.52% | 0.5% | 71 | +28 | 0.15% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | No change | 17,945 | 571 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 17,635 | 561 | 0.11% | 0.2% | 73 | -17,525 | -49.84% | Q4 2025 | Feb 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 17,284 | 550 | 0.08% | — | 74 | +17,284 | New | Q4 2025 | Feb 13, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 17,298 | 550 | 0.24% | 0.23% | 75 | -572 | -3.2% | Q4 2025 | Jan 23, 2026 |
| Kovack Advisors, Inc. | History | Added to | 17,033 | 542 | 0.03% | 0.04% | 76 | +1,177 | 7.42% | Q4 2025 | Feb 17, 2026 |
| TBH Global Asset Management, LLC | History | New | 4,559 | 531 | 0.09% | — | 77 | +4,559 | New | Q4 2025 | Jan 29, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 16,448 | 523 | 0.16% | 0.29% | 78 | -14,658 | -47.12% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 16,191 | 515 | 0.01% | 0.01% | 79 | +1,392 | 9.41% | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 15,640 | 498 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 15,482 | 493 | 0.0% | 0.0% | 81 | -9,621 | -38.33% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 14,560 | 463 | 0.15% | 0.15% | 82 | -256 | -1.73% | Q4 2025 | Jan 23, 2026 |
| CRA Financial Services, LLC | History | Reduced | 14,481 | 461 | 0.06% | 0.07% | 83 | -1,911 | -11.66% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,432 | 459 | 0.0% | 0.0% | 84 | +2,092 | 16.95% | Q4 2025 | Mar 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 14,197 | 455 | 0.03% | 0.03% | 85 | +3 | 0.02% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,241 | 421 | 0.0% | 0.0% | 86 | +5 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 13,185 | 419 | 0.02% | 0.02% | 87 | +250 | 1.93% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 12,705 | 404 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ellis Investment Partners, LLC | History | New | 12,669 | 403 | 0.07% | — | 89 | +12,669 | New | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,422 | 395 | 0.0% | 0.0% | 90 | +10,000 | 412.88% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 12,350 | 393 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| McAdam, LLC | History | Reduced | 12,254 | 390 | 0.02% | 0.02% | 92 | -1,043 | -7.84% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,223 | 389 | 0.0% | 0.0% | 93 | -8,741 | -41.7% | Q4 2025 | Feb 17, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 12,126 | 386 | 0.12% | — | 94 | +12,126 | New | Q4 2025 | Jan 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,716 | 373 | 0.01% | 0.01% | 95 | -1,264 | -9.74% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,651 | 371 | 0.0% | 0.0% | 96 | -1,177 | -9.18% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | No change | 11,492 | 366 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | Reduced | 10,769 | 343 | 0.0% | 0.0% | 99 | -523 | -4.63% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 10,771 | 343 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,757 | 342 | 0.0% | 0.0% | 100 | -95 | -0.88% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,736 | 341 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Segment Wealth Management, LLC | History | New | 10,650 | 339 | 0.02% | — | 102 | +10,650 | New | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,473 | 333 | 0.0% | 0.0% | 103 | -6 | -0.06% | Q4 2025 | Feb 13, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 10,483 | 333 | 0.29% | 0.22% | 104 | +3 | 0.03% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Added to | 10,039 | 319 | 0.01% | 0.01% | 105 | +24 | 0.24% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,995 | 318 | 0.0% | 0.0% | 106 | -1,655 | -14.21% | Q4 2025 | Jan 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 9,083 | 289 | 0.0% | 0.0% | 107 | -41,825 | -82.16% | Q4 2025 | Mar 25, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 8,980 | 286 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 8,550 | 272 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 8,368 | 266 | 0.06% | 0.06% | 110 | +14 | 0.17% | Q4 2025 | Jan 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,000 | 254 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank OZK | History | No change | 7,800 | 248 | 0.09% | 0.08% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ProCore Advisors, LLC | History | New | 7,760 | 247 | 0.25% | — | 113 | +7,760 | New | Q4 2025 | Jan 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 7,500 | 240 | 0.01% | — | 114 | +7,500 | New | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 7,030 | 223 | 0.0% | — | 115 | +7,030 | New | Q4 2025 | Feb 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 6,995 | 222 | 0.17% | — | 117 | +6,995 | New | Q4 2025 | Mar 05, 2026 |
| SEVEN MILE ADVISORY | History | No change | 7,000 | 222 | 0.04% | 0.03% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Occidental Asset Management, LLC | History | No change | 6,898 | 219 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Zhang Financial LLC | History | No change | 6,900 | 219 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 6,832 | 217 | 0.06% | 0.06% | 120 | +5 | 0.07% | Q4 2025 | Jan 13, 2026 |
| International Private Wealth Advisors LLC | History | New | 6,722 | 214 | 0.13% | — | 121 | +6,722 | New | Q4 2025 | Jan 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 6,664 | 212 | 0.0% | 0.0% | 122 | -136 | -2.0% | Q4 2025 | Feb 17, 2026 |
| Fortune Financial Advisors, LLC | History | New | 6,402 | 203 | 0.14% | — | 124 | +6,402 | New | Q4 2025 | Jan 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 6,395 | 203 | 0.1% | — | 123 | +6,395 | New | Q4 2025 | Feb 05, 2026 |
| Bogart Wealth, LLC | History | Added to | 5,745 | 182 | 0.01% | 0.01% | 125 | +8 | 0.14% | Q4 2025 | Jan 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,300 | 168 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,183 | 165 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Legacy Bridge, LLC | History | No change | 5,210 | 165 | 0.07% | 0.06% | 128 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,050 | 160 | 0.0% | 0.0% | 129 | +4,663 | 1204.91% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,014 | 159 | 0.0% | 0.0% | 130 | +34 | 0.68% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | Reduced | 4,832 | 154 | 0.0% | 0.01% | 131 | -996 | -17.09% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,682 | 149 | 0.0% | 0.0% | 132 | -603 | -11.41% | Q4 2025 | Feb 18, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 4,438 | 141 | 0.01% | 0.01% | 133 | -492 | -9.98% | Q4 2025 | Feb 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 4,080 | 129 | 0.11% | — | 134 | +4,080 | New | Q4 2025 | Feb 17, 2026 |
| BAYBAN | History | New | 4,000 | 127 | 0.11% | — | 135 | +4,000 | New | Q4 2025 | Mar 05, 2026 |
| IFP Advisors, Inc | History | Added to | 3,968 | 126 | 0.0% | 0.0% | 136 | +718 | 22.09% | Q4 2025 | Feb 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 3,825 | 121 | 0.02% | 0.02% | 137 | +6 | 0.16% | Q4 2025 | Jan 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,660 | 116 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Joseph Group Capital Management | History | Added to | 3,283 | 104 | 0.03% | 0.03% | 139 | +82 | 2.56% | Q4 2025 | Jan 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 3,020 | 96 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,729 | 86 | 0.0% | 0.0% | 141 | -348 | -11.31% | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 2,433 | 77 | 0.0% | 0.0% | 142 | +771 | 46.39% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Reduced | 1,550 | 49 | 0.0% | 0.0% | 143 | -160 | -9.36% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,540 | 49 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,420 | 45 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisors Preferred, LLC | History | New | 1,365 | 43 | 0.01% | — | 146 | +1,365 | New | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | New | 1,277 | 40 | 0.0% | — | 147 | +1,277 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | No change | 1,250 | 39 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,110 | 35 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lavaca Capital LLC | History | No change | 1,100 | 35 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 1,080 | 34 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,040 | 33 | 0.0% | 0.0% | 152 | +1 | 0.1% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | No change | 1,049 | 33 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 1,000 | 32 | 0.01% | — | 154 | +1,000 | New | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | No change | 920 | 29 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 900 | 28 | 0.0% | 0.0% | 157 | -700 | -43.75% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 900 | 28 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lodestone Wealth Management LLC | History | New | 873 | 27 | 0.01% | — | 158 | +873 | New | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 829 | 26 | 0.0% | 0.0% | 159 | -149 | -15.24% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 816 | 25 | 0.0% | — | 160 | +816 | New | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | New | 800 | 25 | 0.0% | — | 161 | +800 | New | Q4 2025 | Feb 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 762 | 24 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 700 | 22 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pacific Center for Financial Services | History | No change | 702 | 20 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | No change | 550 | 17 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 500 | 16 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 472 | 15 | 0.01% | — | 168 | +472 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 500 | 15 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 425 | 13 | 0.01% | — | 169 | +425 | New | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | New | 320 | 10 | 0.0% | — | 170 | +320 | New | Q4 2025 | Jan 21, 2026 |
| Scarborough Advisors, LLC | History | Added to | 325 | 10 | 0.0% | 0.0% | 171 | +1 | 0.31% | Q4 2025 | Feb 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 285 | 9 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | New | 275 | 8 | 0.0% | — | 173 | +275 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | No change | 190 | 6 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 150 | 4 | 0.0% | 0.0% | 176 | -1,950 | -92.86% | Q4 2025 | Jan 29, 2026 |
| HOWE & RUSLING INC | History | Added to | 126 | 4 | 0.0% | 0.0% | 175 | +1 | 0.8% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 130 | 4 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 97 | 3 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Silicon Valley Capital Partners | History | No change | 101 | 3 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | New | 80 | 2 | 0.0% | — | 180 | +80 | New | Q4 2025 | Feb 20, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 63 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,295 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capasso Planning Partners LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,947 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,530 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Live Oak Investment Partners | History | Closed out | 0 | 0 | — | 0.14% | — | -6,951 | -100.0% | Q3 2025 | Oct 29, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,932 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,860 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,087 | -100.0% | Q3 2025 | Oct 21, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,081 | -100.0% | Q3 2025 | Oct 09, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -720 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 29 | 0 | — | 0.0% | — | -27 | -48.21% | Q4 2025 | Jan 14, 2026 |
| Sankala Group LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Mar 02, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |