INVESCO EXCHANGE-TRADED FUND TRUST - RSPN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,375,821 | 79,219 | 0.01% | 0.02% | 1 | -1,046,529 | -43.2% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 973,290 | 56,042 | 0.0% | 0.0% | 2 | +29,387 | 3.11% | Q1 2026 | May 15, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 630,071 | 36,279 | 5.49% | 5.1% | 3 | -3,166 | -0.5% | Q1 2026 | Apr 10, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 596,431 | 34,342 | 0.38% | 0.55% | 4 | -252,100 | -29.71% | Q1 2026 | Apr 29, 2026 |
| MORGAN STANLEY | History | Reduced | 485,719 | 27,967 | 0.0% | 0.0% | 5 | -9,500 | -1.92% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 469,946 | 27,059 | 0.0% | 0.0% | 6 | +369,358 | 367.2% | Q1 2026 | May 15, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Reduced | 430,937 | 24,813 | 1.63% | 2.18% | 7 | -160,189 | -27.1% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Reduced | 364,529 | 20,989 | 0.01% | 0.01% | 8 | -15,794 | -4.15% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 318,507 | 18,339 | 0.0% | 0.0% | 9 | +80,918 | 34.06% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 299,488 | 17,244 | 0.0% | 0.0% | 10 | +155,625 | 108.18% | Q1 2026 | May 11, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 270,619 | 15,582 | 5.5% | 5.48% | 11 | -2,433 | -0.89% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 264,339 | 15,220 | 0.0% | 0.0% | 12 | +47,325 | 21.81% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | New | 248,700 | 14,320 | 0.0% | — | 13 | +248,700 | New | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 173,624 | 9,997 | 0.04% | 0.05% | 14 | -80,244 | -31.61% | Q1 2026 | Jun 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 173,630 | 9,997 | 0.19% | 0.19% | 15 | +1,379 | 0.8% | Q1 2026 | Apr 14, 2026 |
| Carmel Capital Management L.L.C. | History | Added to | 172,220 | 9,916 | 2.84% | 2.94% | 16 | +585 | 0.34% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 158,685 | 9,137 | 0.63% | 0.01% | 17 | +157,227 | 10783.74% | Q1 2026 | May 12, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Reduced | 154,563 | 8,899 | 1.76% | 2.33% | 18 | -54,811 | -26.18% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 138,217 | 7,958 | 0.0% | 0.0% | 19 | -617 | -0.44% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 122,018 | 7,025 | 0.0% | 0.0% | 20 | +113,120 | 1271.3% | Q1 2026 | May 04, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 113,205 | 6,518 | 2.05% | 1.97% | 21 | -618 | -0.54% | Q1 2026 | Apr 21, 2026 |
| Sage Advisory Services, Ltd.Co. | History | New | 108,169 | 6,228 | 3.41% | — | 22 | +108,169 | New | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 96,296 | 5,544 | 0.01% | 0.01% | 23 | +6,333 | 7.04% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 91,388 | 5,262 | 0.02% | 0.02% | 24 | +7,024 | 8.33% | Q1 2026 | Apr 30, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 72,031 | 4,147 | 3.68% | 3.21% | 25 | +10,304 | 16.69% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 71,436 | 4,142 | 0.01% | 0.01% | 26 | -58,924 | -45.2% | Q1 2026 | Apr 08, 2026 |
| TKG Advisors, LLC | History | Reduced | 71,520 | 4,118 | 1.7% | 1.88% | 27 | -10,699 | -13.01% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 58,930 | 3,430 | 0.03% | 0.04% | 28 | -4,172 | -6.61% | Q1 2026 | Apr 07, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 55,379 | 3,384 | 0.7% | 0.73% | 29 | -61 | -0.11% | Q1 2026 | May 04, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 55,542 | 3,198 | 2.69% | 2.53% | 30 | +3,302 | 6.32% | Q1 2026 | Apr 22, 2026 |
| G&S Capital LLC | History | Reduced | 53,321 | 3,070 | 1.08% | 1.17% | 31 | -5,138 | -8.79% | Q1 2026 | Apr 07, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 47,588 | 2,740 | 0.98% | 0.98% | 32 | -425 | -0.89% | Q1 2026 | May 14, 2026 |
| FDx Advisors, Inc. | History | New | 47,564 | 2,739 | 0.87% | — | 33 | +47,564 | New | Q1 2026 | May 01, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 45,547 | 2,622 | 1.33% | 1.49% | 34 | +797 | 1.78% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,196 | 2,430 | 0.01% | 0.01% | 35 | -2,030 | -4.59% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41,680 | 2,400 | 0.0% | 0.0% | 36 | -2,610 | -5.89% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | Added to | 40,597 | 2,337 | 0.11% | 0.07% | 37 | +19,243 | 90.11% | Q1 2026 | May 01, 2026 |
| Choice Wealth Advisors LLC | History | Reduced | 40,393 | 2,325 | 0.91% | 0.94% | 38 | -1,609 | -3.83% | Q1 2026 | Apr 08, 2026 |
| Treasure Coast Financial Planning | History | Added to | 39,743 | 2,288 | 1.18% | 1.04% | 39 | +5,272 | 15.29% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 36,703 | 2,113 | 0.0% | 0.0% | 40 | +1,423 | 4.03% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 36,127 | 2,078 | 0.0% | 0.0% | 41 | +920 | 2.61% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 35,578 | 2,048 | 0.03% | 0.03% | 42 | -2,275 | -6.01% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 35,236 | 1,995 | 0.01% | 0.01% | 43 | -864 | -2.39% | Q1 2026 | May 15, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 31,242 | 1,798 | 0.64% | 0.67% | 44 | -1,133 | -3.5% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 29,248 | 1,653 | 0.0% | 0.0% | 45 | +5,009 | 20.67% | Q1 2026 | May 15, 2026 |
| Brick & Kyle, Associates | History | No change | 28,440 | 1,611 | 0.57% | 0.57% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Friedenthal Financial | History | Added to | 27,206 | 1,566 | 0.79% | 0.79% | 47 | +188 | 0.7% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 27,024 | 1,530 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 26,246 | 1,511 | 0.0% | 0.0% | 49 | +736 | 2.89% | Q1 2026 | May 15, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 24,924 | 1,435 | 0.53% | 0.53% | 50 | -1,592 | -6.0% | Q1 2026 | May 15, 2026 |
| SYKON CAPITAL LLC | History | Added to | 24,150 | 1,390 | 0.46% | 0.28% | 51 | +8,522 | 54.53% | Q1 2026 | Apr 22, 2026 |
| Walker Asset Management, LLC | History | Added to | 23,878 | 1,374 | 0.74% | 0.72% | 52 | +74 | 0.31% | Q1 2026 | Apr 24, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 23,101 | 1,330 | 0.87% | 0.86% | 53 | +856 | 3.85% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 22,853 | 1,315 | 0.01% | 0.01% | 54 | +92 | 0.4% | Q1 2026 | Apr 28, 2026 |
| Live Oak Investment Partners | History | Reduced | 21,753 | 1,252 | 0.74% | 0.83% | 55 | -2,105 | -8.82% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Added to | 21,435 | 1,234 | 0.0% | 0.0% | 56 | +369 | 1.75% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 20,291 | 1,168 | 0.11% | 0.07% | 57 | -580 | -2.78% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 19,305 | 1,111 | 0.09% | 0.21% | 58 | -26,281 | -57.65% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,174 | 1,046 | 0.0% | 0.0% | 59 | +9,816 | 117.44% | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | New | 16,966 | 976 | 0.03% | — | 60 | +16,966 | New | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | No change | 15,750 | 906 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 14,572 | 839 | 0.4% | — | 62 | +14,572 | New | Q1 2026 | Apr 27, 2026 |
| Blue Chip Partners, LLC | History | New | 14,281 | 822 | 0.06% | — | 63 | +14,281 | New | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,649 | 785 | 0.01% | 0.01% | 64 | -62 | -0.45% | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,553 | 722 | 0.01% | 0.01% | 65 | +21 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,499 | 719 | 0.0% | 0.0% | 66 | +515 | 4.3% | Q1 2026 | Apr 24, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 12,477 | 718 | 0.0% | 0.0% | 67 | -5,818 | -31.8% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,417 | 714 | 0.0% | 0.0% | 68 | +4,285 | 52.69% | Q1 2026 | May 04, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | New | 12,223 | 703 | 0.48% | — | 69 | +12,223 | New | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,385 | 655 | 0.0% | 0.0% | 70 | +211 | 1.89% | Q1 2026 | May 07, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 11,197 | 644 | 0.4% | 1.06% | 71 | -20,505 | -64.68% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 11,015 | 634 | 0.05% | 0.05% | 72 | +92 | 0.84% | Q1 2026 | Apr 08, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 12,881 | 630 | 0.2% | 0.1% | 73 | +3,011 | 30.51% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,875 | 626 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 9,926 | 579 | 0.0% | 0.0% | 75 | +1,170 | 13.36% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 9,993 | 575 | 0.04% | 0.05% | 76 | -3,732 | -27.19% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 9,598 | 552 | 0.01% | 0.01% | 77 | -1,049 | -9.85% | Q1 2026 | May 12, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 9,443 | 543 | 0.25% | 0.26% | 78 | -55 | -0.58% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 9,348 | 538 | 0.02% | 0.02% | 79 | +86 | 0.93% | Q1 2026 | Apr 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,134 | 525 | 0.0% | — | 80 | +9,134 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,739 | 503 | 0.0% | — | 81 | +8,739 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 8,794 | 466 | 0.0% | 0.0% | 82 | +702 | 8.68% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | No change | 7,905 | 455 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,566 | 436 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,456 | 429 | 0.02% | 0.02% | 85 | +25 | 0.34% | Q1 2026 | May 19, 2026 |
| Advisory Alpha, LLC | History | Reduced | 7,256 | 417 | 0.01% | 0.01% | 86 | -185 | -2.49% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,177 | 413 | 0.0% | 0.0% | 87 | -668 | -8.51% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | No change | 7,000 | 403 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 6,844 | 394 | 0.01% | 0.01% | 89 | -1,444 | -17.42% | Q1 2026 | May 04, 2026 |
| Colonial River Investments, LLC | History | Reduced | 6,694 | 385 | 0.14% | 0.14% | 91 | -158 | -2.31% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,702 | 385 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | Added to | 6,242 | 359 | 0.01% | 0.0% | 92 | +6,028 | 2816.82% | Q1 2026 | Apr 06, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 5,990 | 344 | 0.02% | 0.02% | 93 | -285 | -4.54% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,821 | 335 | 0.0% | 0.0% | 94 | +1,335 | 29.76% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 5,668 | 326 | 0.0% | 0.0% | 95 | +3,414 | 151.46% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 5,444 | 313 | 0.09% | 0.09% | 96 | -1 | -0.02% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Reduced | 5,426 | 312 | 0.0% | 0.0% | 97 | -1 | -0.02% | Q1 2026 | May 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 5,414 | 311 | 0.06% | 0.06% | 98 | +12 | 0.22% | Q1 2026 | Apr 21, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 5,281 | 304 | 0.08% | 0.09% | 99 | -936 | -15.06% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 5,229 | 301 | 0.0% | 0.01% | 100 | -2,961 | -36.15% | Q1 2026 | Apr 23, 2026 |
| Diversified Trust Co | History | No change | 5,125 | 295 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | Added to | 5,074 | 292 | 0.01% | 0.01% | 102 | +215 | 4.42% | Q1 2026 | Apr 22, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 4,981 | 286 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,825 | 277 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,707 | 271 | 0.02% | 0.02% | 105 | +10 | 0.21% | Q1 2026 | May 05, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 4,715 | 271 | 0.15% | 0.14% | 106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | New | 4,387 | 252 | 0.0% | — | 108 | +4,387 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 4,387 | 252 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,299 | 248 | 0.0% | 0.0% | 109 | -490 | -10.23% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Reduced | 4,274 | 246 | 0.01% | 0.01% | 110 | -359 | -7.75% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,185 | 241 | 0.0% | 0.0% | 111 | +6 | 0.14% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | New | 4,131 | 237 | 0.0% | — | 112 | +4,131 | New | Q1 2026 | May 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 4,079 | 234 | 0.04% | 0.03% | 113 | +58 | 1.44% | Q1 2026 | Apr 29, 2026 |
| Financial Partners Group, Inc | History | No change | 3,855 | 221 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 3,755 | 216 | 0.0% | 0.0% | 115 | -69 | -1.8% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | New | 3,745 | 215 | 0.0% | — | 116 | +3,745 | New | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,694 | 212 | 0.0% | — | 117 | +3,694 | New | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 3,677 | 211 | 0.01% | — | 118 | +3,677 | New | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | New | 3,551 | 204 | 0.01% | — | 119 | +3,551 | New | Q1 2026 | May 05, 2026 |
| Yoder Wealth Management, Inc. | History | New | 3,490 | 200 | 0.09% | — | 120 | +3,490 | New | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,151 | 181 | 0.0% | 0.0% | 121 | +3,128 | 13600.0% | Q1 2026 | May 15, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 2,973 | 171 | 0.03% | 0.04% | 122 | +4 | 0.13% | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,725 | 156 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 2,696 | 155 | 0.0% | 0.0% | 124 | -522 | -16.22% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,654 | 152 | 0.03% | 0.03% | 125 | +5 | 0.19% | Q1 2026 | May 20, 2026 |
| Key FInancial Inc | History | No change | 2,630 | 151 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | New | 2,500 | 143 | 0.2% | — | 127 | +2,500 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,284 | 127 | 0.0% | 0.01% | 128 | -2,829,043 | -99.92% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,972 | 113 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,925 | 110 | 0.0% | 0.0% | 130 | +480 | 33.22% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,827 | 105 | 0.0% | 0.0% | 131 | -309 | -14.47% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,738 | 101 | 0.0% | 0.0% | 132 | +53 | 3.15% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 1,685 | 95 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,500 | 86 | 0.0% | — | 134 | +1,500 | New | Q1 2026 | Apr 29, 2026 |
| Advanced Asset Management Advisors Inc | History | Added to | 1,105 | 63 | 0.02% | 0.02% | 135 | +2 | 0.18% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,022 | 58 | 0.0% | 0.0% | 136 | +2 | 0.2% | Q1 2026 | May 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,025 | 58 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 959 | 55 | 0.0% | — | 138 | +959 | New | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 765 | 44 | 0.0% | 0.0% | 139 | -35 | -4.38% | Q1 2026 | Jun 02, 2026 |
| NBC SECURITIES, INC. | History | New | 608 | 35 | 0.0% | — | 140 | +608 | New | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 580 | 33 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 586 | 33 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 535 | 30 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 430 | 24 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 250 | 14 | 0.0% | — | 146 | +250 | New | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 251 | 14 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | No change | 200 | 11 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 164 | 9 | 0.0% | — | 149 | +164 | New | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | No change | 170 | 9 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 151 | 8 | 0.0% | — | 152 | +151 | New | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 141 | 8 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | No change | 139 | 8 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KM Capital Management Ltd. | History | New | 132 | 7 | 0.0% | — | 155 | +132 | New | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Added to | 137 | 7 | 0.0% | 0.0% | 154 | +72 | 110.77% | Q1 2026 | May 04, 2026 |
| Clearstead Trust, LLC | History | No change | 130 | 7 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | No change | 113 | 6 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 54 | 3 | 0.0% | 0.0% | 157 | +18 | 50.0% | Q1 2026 | May 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 52 | 2 | 0.0% | — | 159 | +52 | New | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | New | 35 | 2 | 0.0% | — | 160 | +35 | New | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | New | 35 | 2 | 0.0% | — | 161 | +35 | New | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 50 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -42,840 | -100.0% | Q1 2026 | May 15, 2026 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -14,352 | -100.0% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,731 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,852 | -100.0% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,355 | -100.0% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -526 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -450 | -100.0% | Q1 2026 | Apr 16, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 15, 2026 |
| City State Bank | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |