INVESCO EXCHANGE-TRADED FUND TRUST - RSPN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 29 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 2,831,327 | 160,338 | 0.01% | 0.0% | 1 | +2,831,050 | 1022039.71% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,422,350 | 137,177 | 0.02% | 0.0% | 2 | +1,700,000 | 235.34% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 943,903 | 53,453 | 0.0% | 0.0% | 3 | +35,318 | 3.89% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 848,531 | 48,052 | 0.55% | 0.63% | 4 | -2,900 | -0.34% | Q4 2025 | Feb 10, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 633,237 | 35,860 | 5.1% | 5.16% | 5 | +4,606 | 0.73% | Q4 2025 | Jan 15, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 591,126 | 33,475 | 2.18% | 2.23% | 6 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 495,219 | 28,044 | 0.0% | 0.0% | 7 | +90,460 | 22.35% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 380,323 | 21,537 | 0.01% | 0.01% | 8 | +10,636 | 2.88% | Q4 2025 | Feb 11, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 273,052 | 15,664 | 5.48% | 5.45% | 9 | -12,503 | -4.38% | Q4 2025 | Jan 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 253,868 | 14,376 | 0.05% | 0.07% | 10 | -3,696 | -1.43% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 237,589 | 13,454 | 0.0% | 0.0% | 11 | -37,593 | -13.66% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 217,014 | 12,289 | 0.0% | 0.0% | 12 | -17,654 | -7.52% | Q4 2025 | Feb 18, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 209,374 | 11,856 | 2.33% | 2.41% | 13 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 172,251 | 9,754 | 0.19% | 0.2% | 14 | +1,856 | 1.09% | Q4 2025 | Jan 14, 2026 |
| Carmel Capital Management L.L.C. | History | Added to | 171,635 | 9,719 | 2.94% | 2.88% | 15 | +2,700 | 1.6% | Q4 2025 | Jan 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 143,863 | 8,146 | 0.0% | 0.0% | 16 | +14,029 | 10.81% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 138,834 | 7,862 | 0.0% | 0.0% | 17 | -15,051 | -9.78% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 130,360 | 7,682 | 0.01% | 0.01% | 18 | +1,061 | 0.82% | Q4 2025 | Jan 08, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 113,823 | 6,445 | 1.97% | 2.07% | 19 | -5,260 | -4.42% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 100,588 | 5,696 | 0.0% | — | 20 | +100,588 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 89,963 | 5,094 | 0.01% | 0.0% | 21 | +15,299 | 20.49% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 84,364 | 4,777 | 0.02% | 0.02% | 22 | +3,202 | 3.95% | Q4 2025 | Feb 13, 2026 |
| TKG Advisors, LLC | History | Reduced | 82,219 | 4,656 | 1.88% | 2.0% | 23 | -1,035 | -1.24% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 63,102 | 3,573 | 0.04% | 0.05% | 24 | +463 | 0.74% | Q4 2025 | Jan 23, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | New | 61,727 | 3,495 | 3.21% | — | 25 | +61,727 | New | Q4 2025 | Jan 21, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 55,440 | 3,494 | 0.73% | 0.89% | 26 | -1,343 | -2.37% | Q4 2025 | Feb 13, 2026 |
| G&S Capital LLC | History | Reduced | 58,459 | 3,310 | 1.17% | 1.22% | 27 | -607 | -1.03% | Q4 2025 | Jan 28, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 52,240 | 2,958 | 2.53% | 2.5% | 28 | +2,482 | 4.99% | Q4 2025 | Jan 26, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,000 | 2,831 | 0.0% | 0.0% | 29 | +40,000 | 400.0% | Q4 2025 | Feb 10, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 48,013 | 2,718 | 0.98% | 1.02% | 30 | -53 | -0.11% | Q4 2025 | Jan 28, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 45,586 | 2,581 | 0.21% | 0.22% | 31 | +148 | 0.33% | Q4 2025 | Jan 23, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 44,750 | 2,534 | 1.49% | 1.61% | 32 | +4,299 | 10.63% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 44,290 | 2,508 | 0.0% | 0.0% | 33 | -2,582 | -5.51% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 44,226 | 2,505 | 0.01% | 0.01% | 34 | -4,286 | -8.83% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | New | 42,840 | 2,426 | 0.06% | — | 35 | +42,840 | New | Q4 2025 | Feb 17, 2026 |
| Choice Wealth Advisors, LLC | History | Reduced | 42,002 | 2,378 | 0.94% | 1.01% | 36 | -60 | -0.14% | Q4 2025 | Jan 08, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 37,853 | 2,143 | 0.03% | 0.03% | 37 | -954 | -2.46% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 36,100 | 2,044 | 0.01% | 0.02% | 38 | -10,972 | -23.31% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 35,280 | 1,997 | 0.0% | 0.0% | 39 | +3,241 | 10.12% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 35,207 | 1,993 | 0.0% | 0.0% | 40 | +413 | 1.19% | Q4 2025 | Feb 17, 2026 |
| Treasure Coast Financial Planning | History | Added to | 34,471 | 1,952 | 1.04% | 1.02% | 41 | +1,907 | 5.86% | Q4 2025 | Jan 22, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 32,375 | 1,833 | 0.67% | 0.67% | 42 | -494 | -1.5% | Q4 2025 | Jan 21, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 31,702 | 1,795 | 1.06% | 1.19% | 43 | -2,574 | -7.51% | Q4 2025 | Jan 29, 2026 |
| Brick & Kyle, Associates | History | Added to | 28,440 | 1,611 | 0.57% | 0.59% | 44 | +4 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Friedenthal Financial | History | Reduced | 27,018 | 1,530 | 0.79% | 0.82% | 45 | -1,398 | -4.92% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 27,024 | 1,530 | 0.03% | 0.03% | 46 | +967 | 3.71% | Q4 2025 | Feb 06, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 26,516 | 1,501 | 0.53% | 0.65% | 47 | -2,580 | -8.87% | Q4 2025 | Jan 15, 2026 |
| FMR LLC | History | Added to | 25,510 | 1,444 | 0.0% | 0.0% | 48 | +1,473 | 6.13% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,239 | 1,372 | 0.0% | 0.0% | 49 | +5,405 | 28.7% | Q4 2025 | Feb 17, 2026 |
| Live Oak Investment Partners | History | Reduced | 23,858 | 1,351 | 0.83% | 0.97% | 50 | -2,234 | -8.56% | Q4 2025 | Jan 29, 2026 |
| Walker Asset Management, LLC | History | Reduced | 23,804 | 1,348 | 0.72% | 0.77% | 51 | -540 | -2.22% | Q4 2025 | Jan 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 22,761 | 1,288 | 0.01% | 0.01% | 52 | +2,101 | 10.17% | Q4 2025 | Jan 20, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 22,245 | 1,259 | 0.86% | 0.8% | 53 | +1,937 | 9.54% | Q4 2025 | Jan 14, 2026 |
| Hills Bank & Trust Co | History | New | 21,354 | 1,209 | 0.07% | — | 54 | +21,354 | New | Q4 2025 | Feb 05, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 20,871 | 1,181 | 0.07% | 0.06% | 55 | -369 | -1.74% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 21,066 | 1,181 | 0.0% | 0.0% | 56 | +27 | 0.13% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 18,295 | 1,036 | 0.0% | 0.0% | 57 | +6,061 | 49.54% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | No change | 15,750 | 891 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SYKON CAPITAL LLC | History | New | 15,628 | 885 | 0.28% | — | 59 | +15,628 | New | Q4 2025 | Feb 12, 2026 |
| RFP Financial Group LLC | History | Reduced | 14,352 | 812 | 0.39% | 3.46% | 60 | -137,168 | -90.53% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 13,725 | 784 | 0.05% | 0.06% | 61 | +32 | 0.23% | Q4 2025 | Jan 15, 2026 |
| IFG Advisory, LLC | History | Added to | 13,731 | 777 | 0.03% | 0.03% | 62 | +80 | 0.59% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 13,711 | 776 | 0.01% | — | 63 | +13,711 | New | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,532 | 709 | 0.01% | 0.01% | 64 | +163 | 1.32% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,984 | 678 | 0.0% | 0.01% | 65 | -23,590 | -66.31% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 11,174 | 632 | 0.0% | 0.0% | 66 | -139 | -1.23% | Q4 2025 | Feb 10, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 10,923 | 618 | 0.05% | 0.05% | 67 | -20 | -0.18% | Q4 2025 | Jan 09, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,875 | 615 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 10,647 | 602 | 0.01% | 0.01% | 69 | -954 | -8.22% | Q4 2025 | Feb 09, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 9,498 | 598 | 0.26% | 0.27% | 70 | -289 | -2.95% | Q4 2025 | Feb 17, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 9,870 | 558 | 0.1% | 0.13% | 71 | -1,555 | -13.61% | Q4 2025 | Jan 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,262 | 524 | 0.02% | 0.02% | 72 | -613 | -6.21% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,898 | 503 | 0.0% | 0.0% | 73 | +704 | 8.59% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Reduced | 8,756 | 495 | 0.0% | 0.0% | 74 | -2,005 | -18.63% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,358 | 473 | 0.0% | 0.0% | 75 | -1,164 | -12.22% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,288 | 469 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,190 | 463 | 0.01% | 0.01% | 77 | -100 | -1.21% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,132 | 460 | 0.0% | 0.0% | 78 | +834 | 11.43% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 8,092 | 458 | 0.0% | 0.0% | 79 | +1,153 | 16.62% | Q4 2025 | Mar 09, 2026 |
| McAdam, LLC | History | No change | 7,905 | 447 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,845 | 444 | 0.0% | 0.0% | 81 | -58,986 | -88.26% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,566 | 428 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Advisory Alpha, LLC | History | Reduced | 7,441 | 421 | 0.01% | 0.01% | 83 | -46 | -0.61% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,431 | 420 | 0.02% | 0.02% | 84 | +50 | 0.68% | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | No change | 7,000 | 396 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Colonial River Investments, LLC | History | Reduced | 6,852 | 388 | 0.14% | 0.14% | 86 | -95 | -1.37% | Q4 2025 | Feb 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 6,852 | 388 | 0.01% | 0.01% | 87 | -95 | -1.37% | Q4 2025 | Feb 19, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,702 | 379 | 0.03% | 0.07% | 88 | -7,057 | -51.29% | Q4 2025 | Jan 26, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 6,275 | 355 | 0.02% | 0.02% | 89 | -375 | -5.64% | Q4 2025 | Feb 13, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 6,217 | 352 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 5,445 | 308 | 0.09% | 0.1% | 91 | -588 | -9.75% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 5,427 | 307 | 0.0% | 0.0% | 92 | +3 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 5,402 | 305 | 0.06% | 0.06% | 93 | +8 | 0.15% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,355 | 303 | 0.0% | 0.0% | 94 | -1,400 | -20.73% | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | No change | 5,125 | 290 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 4,981 | 282 | 0.02% | 0.02% | 96 | +1,165 | 30.53% | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | Added to | 4,859 | 275 | 0.01% | 0.01% | 97 | +8 | 0.16% | Q4 2025 | Jan 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,825 | 273 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,789 | 271 | 0.0% | 0.0% | 99 | -636 | -11.72% | Q4 2025 | Jan 05, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 4,715 | 267 | 0.14% | 0.14% | 100 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,697 | 265 | 0.02% | 0.02% | 101 | +8 | 0.17% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | New | 4,633 | 262 | 0.01% | — | 102 | +4,633 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,486 | 254 | 0.0% | — | 103 | +4,486 | New | Q4 2025 | Feb 18, 2026 |
| Calamos Wealth Management LLC | History | No change | 4,387 | 248 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,179 | 236 | 0.0% | 0.0% | 105 | +4 | 0.1% | Q4 2025 | Mar 16, 2026 |
| Financial Partners Group, Inc | History | No change | 3,855 | 231 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 4,021 | 227 | 0.03% | — | 107 | +4,021 | New | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 3,824 | 216 | 0.0% | 0.0% | 108 | -84 | -2.15% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 3,218 | 182 | 0.0% | 0.0% | 109 | +628 | 24.25% | Q4 2025 | Jan 26, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 2,969 | 168 | 0.04% | 0.04% | 110 | +5 | 0.17% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,725 | 154 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,649 | 150 | 0.03% | 0.03% | 112 | +4 | 0.15% | Q4 2025 | Jan 20, 2026 |
| Key FInancial Inc | History | Added to | 2,630 | 148 | 0.03% | 0.03% | 113 | +100 | 3.95% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 2,254 | 127 | 0.0% | 0.0% | 114 | +579 | 34.57% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,136 | 120 | 0.0% | 0.0% | 115 | +140 | 7.01% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | No change | 1,972 | 111 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 1,685 | 102 | 0.0% | — | 117 | +1,685 | New | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 1,685 | 95 | 0.0% | 0.0% | 118 | -17 | -1.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | No change | 1,445 | 81 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Advanced Asset Management Advisors Inc | History | New | 1,103 | 62 | 0.02% | — | 120 | +1,103 | New | Q4 2025 | Feb 02, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,025 | 58 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,020 | 57 | 0.0% | 0.0% | 122 | +2 | 0.2% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | No change | 800 | 45 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 586 | 33 | 0.02% | — | 124 | +586 | New | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 580 | 32 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 535 | 30 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 526 | 29 | 0.0% | 0.0% | 127 | +1 | 0.19% | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 450 | 25 | 0.02% | — | 128 | +450 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 430 | 24 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 251 | 14 | 0.0% | 0.0% | 130 | +1 | 0.4% | Q4 2025 | Jan 30, 2026 |
| CX Institutional | History | Reduced | 214 | 12 | 0.0% | 0.0% | 131 | -373 | -63.54% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Reduced | 200 | 11 | 0.0% | 0.0% | 132 | -1,804 | -90.02% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | New | 170 | 9 | 0.0% | — | 133 | +170 | New | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 141 | 7 | 0.0% | — | 134 | +141 | New | Q4 2025 | Jan 20, 2026 |
| Clearstead Trust, LLC | History | No change | 130 | 7 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | No change | 139 | 7 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 116 | 6 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | No change | 113 | 6 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 70 | 3 | 0.0% | — | 139 | +55 | 366.67% | Q4 2025 | Feb 17, 2026 |
| Copia Wealth Management | History | No change | 65 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 36 | 2 | 0.0% | 0.0% | 142 | -73 | -66.97% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 50 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 23 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.65% | — | -29,916 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,471 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -6,263 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,668 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,560 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,950 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,722 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Oct 07, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -831 | -100.0% | Q3 2025 | Oct 09, 2025 |
| MTM Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -686 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CIBC Private Wealth Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 12, 2026 |