INVESCO EXCHANGE-TRADED FUND TRUST - RSPH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Reduced | 2,135,924 | 64,491 | 0.07% | 0.08% | 1 | -63,251 | -2.88% | Q1 2026 | May 05, 2026 |
| LM Advisors LLC | History | Reduced | 900 | 29,809 | 0.47% | 0.55% | 2 | -66 | -6.83% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 677,408 | 20,453 | 0.0% | 0.0% | 3 | +41,425 | 6.51% | Q1 2026 | May 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 440,394 | 13,297 | 3.91% | 4.31% | 4 | +12,750 | 2.98% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 430,101 | 12,986 | 0.0% | 0.0% | 5 | +5,234 | 1.23% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 375,812 | 11,347 | 0.0% | 0.0% | 6 | -23,993 | -6.0% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 350,011 | 10,568 | 0.0% | 0.0% | 7 | +16,485 | 4.94% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 334,310 | 10,094 | 0.0% | 0.0% | 8 | +35,214 | 11.77% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 331,979 | 9,841 | 0.0% | 0.0% | 9 | +7,204 | 2.22% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 323,322 | 9,762 | 0.06% | 0.06% | 10 | -3,846 | -1.18% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | New | 235,715 | 7,117 | 0.03% | — | 11 | +235,715 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 216,561 | 6,538 | 0.02% | 0.03% | 12 | -21,702 | -9.11% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 184,092 | 5,557 | 0.01% | 0.01% | 13 | -19,739 | -9.68% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 183,723 | 5,547 | 0.0% | 0.0% | 14 | +38,436 | 26.46% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 172,745 | 5,215 | 0.0% | 0.0% | 15 | -3,037 | -1.73% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 159,567 | 4,817 | 0.0% | 0.0% | 16 | -10,754 | -6.31% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 153,515 | 4,635 | 0.0% | 0.0% | 17 | +32,655 | 27.02% | Q1 2026 | May 13, 2026 |
| FCA CORP /TX | History | Added to | 147,683 | 4,459 | 1.26% | 1.28% | 18 | +4,812 | 3.37% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 127,972 | 3,883 | 0.04% | 0.05% | 19 | -6,089 | -4.54% | Q1 2026 | Apr 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 124,038 | 3,745 | 0.13% | 0.13% | 20 | +3,195 | 2.64% | Q1 2026 | Apr 14, 2026 |
| Stelac Advisory Services LLC | History | Added to | 123,451 | 3,727 | 0.75% | 0.79% | 21 | +53,390 | 76.21% | Q1 2026 | May 08, 2026 |
| Friedenthal Financial | History | Added to | 122,714 | 3,705 | 1.86% | 1.95% | 22 | +3,658 | 3.07% | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 118,387 | 3,575 | 0.0% | 0.0% | 23 | +7,537 | 6.8% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 115,541 | 3,488 | 0.05% | 0.06% | 24 | -9,980 | -7.95% | Q1 2026 | May 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 112,720 | 3,403 | 1.22% | 1.33% | 25 | -2,860 | -2.47% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 94,225 | 2,844 | 0.0% | 0.0% | 26 | -7,738 | -7.59% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 86,140 | 2,600 | 0.0% | 0.0% | 27 | -627 | -0.72% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 83,021 | 2,506 | 0.0% | 0.0% | 28 | +21,053 | 33.97% | Q1 2026 | May 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 75,484 | 2,279 | 0.25% | 0.26% | 29 | +104 | 0.14% | Q1 2026 | May 12, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 74,940 | 2,262 | 0.37% | 0.43% | 30 | -7,314 | -8.89% | Q1 2026 | Apr 22, 2026 |
| Hills Bank & Trust Co | History | Added to | 73,660 | 2,224 | 0.11% | 0.08% | 31 | +32,346 | 78.29% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 72,122 | 2,177 | 0.0% | 0.0% | 32 | +59,700 | 480.6% | Q1 2026 | May 12, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 70,846 | 2,139 | 0.98% | 0.98% | 33 | +3,042 | 4.49% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 69,174 | 2,088 | 0.2% | 0.22% | 34 | -2,302 | -3.22% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 63,172 | 1,907 | 0.08% | 0.09% | 35 | +2,743 | 4.54% | Q1 2026 | May 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 60,612 | 1,830 | 0.13% | 0.14% | 36 | +4 | 0.01% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 60,460 | 1,825 | 0.1% | 0.12% | 37 | -2,673 | -4.23% | Q1 2026 | Apr 28, 2026 |
| Optas, LLC | History | Added to | 60,308 | 1,820 | 0.28% | 0.15% | 38 | +30,098 | 99.63% | Q1 2026 | Apr 24, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 56,571 | 1,708 | 0.43% | 0.48% | 39 | -1,519 | -2.61% | Q1 2026 | Apr 28, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 55,784 | 1,684 | 0.43% | 0.46% | 40 | -327 | -0.58% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 48,504 | 1,435 | 0.0% | 0.0% | 41 | +2,456 | 5.33% | Q1 2026 | May 15, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 46,212 | 1,395 | 0.35% | 0.3% | 42 | +8,577 | 22.79% | Q1 2026 | May 11, 2026 |
| Walker Asset Management, LLC | History | Added to | 43,444 | 1,311 | 0.71% | 0.74% | 43 | +367 | 0.85% | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | Added to | 37,500 | 1,132 | 0.01% | 0.01% | 44 | +11,891 | 46.43% | Q1 2026 | Apr 15, 2026 |
| Biltmore Family Office, LLC | History | No change | 37,200 | 1,123 | 0.16% | 0.16% | 45 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 37,171 | 1,122 | 0.0% | 0.0% | 46 | -3,161 | -7.84% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 37,069 | 1,119 | 0.03% | 0.03% | 47 | -1,735 | -4.47% | Q1 2026 | Apr 07, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 35,320 | 1,066 | 0.01% | — | 48 | +35,320 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 34,208 | 1,032 | 0.0% | 0.0% | 49 | +616 | 1.83% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Added to | 31,457 | 949 | 0.0% | 0.0% | 50 | +2,347 | 8.06% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 30,049 | 907 | 0.03% | 0.0% | 51 | +25,217 | 521.88% | Q1 2026 | Apr 06, 2026 |
| UMB Bank, n.a. | History | No change | 28,998 | 875 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 28,895 | 872 | 0.23% | 0.26% | 53 | -215 | -0.74% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 28,197 | 851 | 0.02% | 0.02% | 54 | +63 | 0.22% | Q1 2026 | May 11, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 28,058 | 847 | 0.8% | 0.92% | 55 | -1,321 | -4.5% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Reduced | 26,930 | 813 | 0.0% | 0.0% | 56 | -3,609 | -11.82% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 26,208 | 791 | 0.0% | 0.0% | 57 | -58 | -0.22% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 25,686 | 775 | 0.0% | 0.0% | 58 | +11,254 | 77.98% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 27,274 | 763 | 0.0% | 0.0% | 59 | +1,887 | 7.43% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 24,860 | 750 | 0.0% | 0.0% | 60 | -10,795 | -30.28% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 23,166 | 699 | 0.0% | — | 61 | +23,166 | New | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 23,115 | 697 | 0.08% | 0.09% | 62 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CHOREO, LLC | History | No change | 22,780 | 687 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | New | 21,871 | 660 | 0.02% | — | 64 | +21,871 | New | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 21,825 | 658 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Sensible Money, LLC | History | No change | 21,825 | 658 | 0.2% | 0.22% | 66 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 21,326 | 643 | 0.0% | 0.0% | 67 | -14,251 | -40.06% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 21,231 | 641 | 0.0% | 0.0% | 68 | +1,668 | 8.53% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 20,665 | 623 | 0.0% | 0.0% | 69 | -78 | -0.38% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 19,689 | 594 | 0.0% | 0.0% | 70 | -7,558 | -27.74% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 19,576 | 591 | 0.05% | 0.05% | 71 | -1,402 | -6.68% | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 19,053 | 575 | 0.01% | 0.01% | 72 | -11,807 | -38.26% | Q1 2026 | Apr 23, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 18,774 | 566 | 0.48% | 0.52% | 73 | -217 | -1.14% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 17,945 | 541 | 0.0% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 17,597 | 531 | 0.01% | 0.01% | 75 | +1,406 | 8.68% | Q1 2026 | May 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 17,311 | 522 | 0.08% | 0.08% | 76 | +27 | 0.16% | Q1 2026 | Apr 29, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 16,585 | 503 | 0.03% | 0.03% | 77 | -448 | -2.63% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 16,117 | 487 | 0.0% | 0.0% | 78 | +635 | 4.1% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,880 | 479 | 0.0% | 0.0% | 79 | +2,639 | 19.93% | Q1 2026 | Apr 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 15,640 | 472 | 0.01% | 0.02% | 80 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 15,219 | 459 | 0.22% | 0.24% | 81 | -2,079 | -12.02% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14,560 | 439 | 0.15% | 0.15% | 82 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CRA Financial Services, LLC | History | Added to | 14,486 | 437 | 0.06% | 0.06% | 83 | +5 | 0.03% | Q1 2026 | Apr 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 14,201 | 428 | 0.03% | 0.03% | 84 | +4 | 0.03% | Q1 2026 | Apr 20, 2026 |
| Hilltop Holdings Inc. | History | No change | 13,185 | 398 | 0.04% | 0.02% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,706 | 383 | 0.02% | 0.03% | 86 | +1 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 12,675 | 382 | 0.07% | 0.07% | 87 | +6 | 0.05% | Q1 2026 | May 12, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 12,617 | 380 | 0.11% | 0.12% | 88 | +491 | 4.05% | Q1 2026 | Apr 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,422 | 375 | 0.0% | 0.0% | 89 | +1,665 | 15.48% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,217 | 369 | 0.0% | 0.0% | 90 | -26,290 | -68.27% | Q1 2026 | Apr 08, 2026 |
| McAdam, LLC | History | Reduced | 12,088 | 364 | 0.02% | 0.02% | 91 | -166 | -1.35% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Added to | 11,618 | 350 | 0.02% | 0.01% | 92 | +1,579 | 15.73% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,547 | 348 | 0.0% | 0.0% | 93 | +811 | 7.55% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,482 | 346 | 0.01% | 0.01% | 94 | -234 | -2.0% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | No change | 11,492 | 346 | 0.03% | 0.04% | 95 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,451 | 345 | 0.0% | 0.0% | 96 | -200 | -1.72% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 11,310 | 341 | 0.01% | — | 97 | +11,310 | New | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 10,940 | 330 | 0.0% | 0.0% | 98 | +169 | 1.57% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,598 | 319 | 0.0% | 0.0% | 99 | +1,515 | 16.68% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,468 | 316 | 0.0% | 0.0% | 100 | -5 | -0.05% | Q1 2026 | May 08, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 10,485 | 316 | 0.27% | 0.29% | 101 | +2 | 0.02% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | New | 10,264 | 309 | 0.01% | — | 102 | +10,264 | New | Q1 2026 | May 18, 2026 |
| Leo H. Evart, Inc. | History | New | 9,751 | 294 | 0.25% | — | 103 | +9,751 | New | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 9,187 | 277 | 0.0% | 0.0% | 104 | -18,105 | -66.34% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | No change | 8,550 | 272 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 8,780 | 265 | 0.01% | 0.01% | 106 | -3,570 | -28.91% | Q1 2026 | May 04, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 8,384 | 253 | 0.05% | 0.06% | 107 | +16 | 0.19% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Reduced | 8,370 | 252 | 0.0% | 0.0% | 108 | -2,399 | -22.28% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,000 | 241 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank OZK | History | No change | 7,800 | 235 | 0.08% | 0.09% | 110 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 7,603 | 229 | 0.07% | 0.16% | 111 | -8,845 | -53.78% | Q1 2026 | Apr 30, 2026 |
| Linscomb Wealth, Inc. | History | New | 7,611 | 229 | 0.01% | — | 112 | +7,611 | New | Q1 2026 | May 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 7,460 | 225 | 0.0% | 0.0% | 113 | +430 | 6.12% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,405 | 223 | 0.0% | 0.0% | 114 | -2,590 | -25.91% | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 7,500 | 222 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 7,000 | 211 | 0.04% | 0.11% | 117 | -10,635 | -60.31% | Q1 2026 | Apr 13, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 7,000 | 211 | 0.01% | 0.02% | 116 | -3,650 | -34.27% | Q1 2026 | Apr 20, 2026 |
| SEVEN MILE ADVISORY | History | No change | 7,000 | 211 | 0.15% | 0.04% | 118 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 6,995 | 211 | 0.16% | 0.17% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ProCore Advisors, LLC | History | Reduced | 6,970 | 210 | 0.32% | 0.25% | 120 | -790 | -10.18% | Q1 2026 | Apr 23, 2026 |
| Occidental Asset Management, LLC | History | No change | 6,898 | 208 | 0.02% | 0.03% | 121 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Zhang Financial LLC | History | No change | 6,900 | 208 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 6,837 | 206 | 0.06% | 0.06% | 123 | +5 | 0.07% | Q1 2026 | Apr 07, 2026 |
| Point72 Asset Management, L.P. | History | New | 6,814 | 205 | 0.0% | — | 124 | +6,814 | New | Q1 2026 | May 15, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 6,729 | 203 | 0.12% | 0.13% | 125 | +7 | 0.1% | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,664 | 201 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 5,754 | 173 | 0.01% | 0.01% | 127 | +9 | 0.16% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,631 | 170 | 0.0% | 0.0% | 128 | +949 | 20.27% | Q1 2026 | Jun 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,300 | 160 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,050 | 160 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legacy Bridge, LLC | History | No change | 5,210 | 157 | 0.06% | 0.07% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,015 | 151 | 0.0% | 0.0% | 132 | +1 | 0.02% | Q1 2026 | May 07, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 4,080 | 123 | 0.1% | 0.11% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | No change | 4,000 | 120 | 0.1% | 0.11% | 134 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,971 | 119 | 0.0% | 0.0% | 135 | +1,242 | 45.51% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 3,832 | 115 | 0.02% | 0.02% | 136 | +7 | 0.18% | Q1 2026 | May 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,660 | 110 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | New | 3,140 | 94 | 0.0% | — | 138 | +3,140 | New | Q1 2026 | May 19, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 3,020 | 91 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,910 | 87 | 0.01% | 0.01% | 140 | -1,528 | -34.43% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,566 | 77 | 0.0% | 0.0% | 141 | +1,526 | 146.73% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,433 | 73 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,300 | 69 | 0.0% | 0.0% | 143 | +1,500 | 187.5% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,829 | 55 | 0.0% | 0.0% | 144 | -2,139 | -53.91% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Added to | 1,556 | 46 | 0.0% | 0.0% | 145 | +1,281 | 465.82% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 1,550 | 46 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,540 | 46 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,420 | 42 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BOKF, NA | History | New | 1,365 | 41 | 0.0% | — | 149 | +1,365 | New | Q1 2026 | May 08, 2026 |
| Clearstead Trust, LLC | History | No change | 1,250 | 37 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Banque Transatlantique SA | History | New | 1,178 | 35 | 0.0% | — | 152 | +1,178 | New | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,110 | 35 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Raleigh Capital Management Inc. | History | New | 1,100 | 33 | 0.01% | — | 154 | +1,100 | New | Q1 2026 | Apr 28, 2026 |
| Lavaca Capital LLC | History | No change | 1,100 | 33 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | No change | 1,080 | 32 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 1,000 | 30 | 0.0% | — | 157 | +1,000 | New | Q1 2026 | Apr 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,000 | 30 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | No change | 920 | 27 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 900 | 27 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 900 | 27 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lodestone Wealth Management LLC | History | No change | 873 | 26 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 830 | 25 | 0.0% | 0.0% | 162 | +1 | 0.12% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 816 | 24 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Reduced | 779 | 23 | 0.0% | 0.0% | 164 | -270 | -25.74% | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 762 | 23 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacific Center for Financial Services | History | Added to | 705 | 21 | 0.01% | 0.01% | 167 | +3 | 0.43% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 700 | 21 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Front Row Advisors LLC | History | No change | 550 | 16 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| NBC SECURITIES, INC. | History | No change | 500 | 15 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 500 | 15 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 500 | 15 | 0.0% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Signature Equity Partners, LLC | History | Added to | 473 | 14 | 0.01% | 0.01% | 172 | +1 | 0.21% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 320 | 9 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Scarborough Advisors, LLC | History | No change | 325 | 9 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 285 | 8 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | No change | 190 | 5 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| FIFTH THIRD BANCORP | History | New | 148 | 4 | 0.0% | — | 178 | +148 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 150 | 4 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Silicon Valley Capital Partners | History | Added to | 102 | 3 | 0.0% | 0.0% | 180 | +1 | 0.99% | Q1 2026 | May 19, 2026 |
| HOWE & RUSLING INC | History | No change | 126 | 3 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 130 | 3 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 93 | 2 | 0.0% | 0.0% | 184 | +30 | 47.62% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 80 | 2 | 0.0% | 0.0% | 183 | -17 | -17.53% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 80 | 2 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.01% | — | -214,014 | -100.0% | Q1 2026 | May 14, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -43,483 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.18% | — | -20,814 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,223 | -100.0% | Q1 2026 | May 15, 2026 |
| One Charles Private Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,980 | -100.0% | Q1 2026 | May 07, 2026 |
| Fortune Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,402 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.1% | — | -6,395 | -100.0% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -5,183 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,559 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Joseph Group Capital Management | History | Closed out | 0 | 0 | — | 0.03% | — | -3,283 | -100.0% | Q1 2026 | May 08, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,365 | -100.0% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,277 | -100.0% | Q1 2026 | May 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -425 | -100.0% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sankala Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |