INVESCO EXCHANGE-TRADED FUND TRUST - RSPU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 583,563 | 47,332 | 0.01% | 0.01% | 1 | -3,301 | -0.56% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 426,932 | 34,628 | 0.0% | 0.0% | 2 | +10,829 | 2.6% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 179,118 | 14,528 | 0.0% | 0.0% | 3 | -81,175 | -31.19% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 152,506 | 12,369 | 0.0% | 0.0% | 4 | +13,178 | 9.46% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 124,761 | 10,130 | 0.01% | 0.01% | 5 | +13,626 | 12.26% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 117,360 | 9,519 | 0.04% | 0.03% | 6 | +6,205 | 5.58% | Q1 2026 | Apr 30, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 96,628 | 7,837 | 1.41% | 1.29% | 7 | +2,234 | 2.37% | Q1 2026 | May 15, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 93,577 | 7,590 | 2.61% | 2.52% | 8 | -1,579 | -1.66% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 85,860 | 6,964 | 0.02% | 0.02% | 9 | +470 | 0.55% | Q1 2026 | Apr 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 59,765 | 4,847 | 0.6% | 0.14% | 10 | +44,907 | 302.24% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 54,287 | 4,403 | 0.0% | 0.0% | 11 | +22,384 | 70.16% | Q1 2026 | Jul 17, 2026 |
| RM Financial Services, LLC | History | Added to | 50,393 | 4,087 | 3.52% | 2.73% | 12 | +9,200 | 22.33% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 50,378 | 4,086 | 0.0% | 0.0% | 13 | +2,664 | 5.58% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 49,653 | 4,078 | 0.01% | 0.0% | 14 | +45,815 | 1193.72% | Q1 2026 | Apr 08, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 48,962 | 3,902 | 1.08% | 1.05% | 15 | +1,497 | 3.15% | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 40,807 | 3,309 | 0.04% | 0.04% | 16 | +481 | 1.19% | Q1 2026 | May 15, 2026 |
| Friedenthal Financial | History | Added to | 40,751 | 3,305 | 1.66% | 1.53% | 17 | +995 | 2.5% | Q1 2026 | Apr 20, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 39,157 | 3,176 | 2.08% | 1.88% | 18 | +1,113 | 2.93% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 38,400 | 3,114 | 0.0% | — | 19 | +38,400 | New | Q1 2026 | May 15, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Added to | 36,756 | 2,981 | 2.38% | 2.08% | 20 | +1,599 | 4.55% | Q1 2026 | Apr 16, 2026 |
| Arete Wealth Advisors, LLC | History | New | 36,646 | 2,968 | 0.22% | — | 21 | +36,646 | New | Q1 2026 | May 20, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 33,691 | 2,733 | 0.28% | 0.24% | 22 | +461 | 1.39% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Reduced | 31,606 | 2,563 | 0.06% | 0.04% | 23 | -987 | -3.03% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 31,143 | 2,526 | 0.0% | 0.0% | 24 | -20,248 | -39.4% | Q1 2026 | Jul 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,769 | 2,495 | 0.04% | 0.04% | 25 | +4,428 | 16.81% | Q1 2026 | May 15, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 29,104 | 2,360 | 0.24% | 0.26% | 26 | +1,885 | 6.93% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 28,734 | 2,330 | 0.0% | 0.0% | 27 | +8,492 | 41.95% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 28,474 | 2,309 | 0.0% | 0.0% | 28 | +1,593 | 5.93% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 28,398 | 2,303 | 0.0% | 0.0% | 29 | +2,504 | 9.67% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,152 | 2,132 | 0.02% | 0.02% | 30 | +5,201 | 24.82% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 25,457 | 2,060 | 0.0% | 0.0% | 31 | +1,166 | 4.8% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 23,890 | 1,937 | 0.01% | 0.02% | 32 | -68,244 | -74.07% | Q1 2026 | Jun 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 23,973 | 1,926 | 0.0% | 0.0% | 33 | +8,831 | 58.32% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,886 | 1,856 | 0.0% | 0.0% | 34 | -922 | -3.87% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 21,992 | 1,783 | 0.0% | 0.0% | 35 | +2,157 | 10.87% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 21,654 | 1,756 | 0.0% | 0.0% | 36 | -6,250 | -22.4% | Q1 2026 | May 15, 2026 |
| Orographic Financial Advisors, LLC | History | New | 21,505 | 1,744 | 1.24% | — | 37 | +21,505 | New | Q1 2026 | May 19, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 19,617 | 1,591 | 0.04% | 0.04% | 38 | +167 | 0.86% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 18,985 | 1,539 | 0.02% | 0.02% | 39 | +115 | 0.61% | Q1 2026 | Apr 27, 2026 |
| MFA Wealth Services | History | Reduced | 18,579 | 1,506 | 1.0% | 0.95% | 40 | -129 | -0.69% | Q1 2026 | Apr 21, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 18,308 | 1,484 | 0.18% | 0.16% | 41 | +683 | 3.88% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 18,265 | 1,481 | 0.07% | 0.06% | 42 | +573 | 3.24% | Q1 2026 | May 12, 2026 |
| SYKON CAPITAL LLC | History | New | 16,839 | 1,365 | 0.45% | — | 43 | +16,839 | New | Q1 2026 | Apr 22, 2026 |
| American Trust | History | Added to | 15,193 | 1,232 | 0.11% | 0.24% | 44 | +200 | 1.33% | Q1 2026 | May 01, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 14,307 | 1,160 | 0.0% | 0.0% | 45 | -110 | -0.76% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 12,147 | 985 | 0.01% | 0.01% | 46 | -303 | -2.43% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,021 | 974 | 0.02% | 0.02% | 47 | +90 | 0.75% | Q1 2026 | Apr 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 11,736 | 951 | 0.46% | 0.45% | 48 | -700 | -5.63% | Q1 2026 | May 07, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 11,347 | 920 | 0.01% | 0.01% | 49 | -57 | -0.5% | Q1 2026 | Apr 28, 2026 |
| Advisory Alpha, LLC | History | Added to | 11,296 | 916 | 0.03% | 0.02% | 50 | +575 | 5.36% | Q1 2026 | May 14, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 10,723 | 869 | 0.4% | 0.36% | 51 | +344 | 3.31% | Q1 2026 | May 05, 2026 |
| Berger Financial Group, Inc | History | Added to | 9,809 | 795 | 0.04% | 0.04% | 52 | +2 | 0.02% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Added to | 9,279 | 752 | 0.0% | 0.0% | 53 | +62 | 0.67% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,293 | 672 | 0.0% | 0.0% | 54 | +57 | 0.69% | Q1 2026 | Apr 24, 2026 |
| Financial Freedom, LLC | History | Reduced | 7,818 | 634 | 0.32% | 0.35% | 55 | -1,750 | -18.29% | Q1 2026 | Apr 30, 2026 |
| Stelac Advisory Services LLC | History | No change | 7,712 | 625 | 0.13% | 0.2% | 56 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,530 | 610 | 0.01% | 0.01% | 57 | +314 | 4.35% | Q1 2026 | Apr 10, 2026 |
| Sage Capital Management, LLC | History | Added to | 7,417 | 601 | 0.28% | 0.25% | 58 | +47 | 0.64% | Q1 2026 | Apr 15, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 7,122 | 577 | 0.21% | 0.19% | 59 | -50 | -0.7% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,923 | 561 | 0.01% | 0.0% | 60 | +4,016 | 138.15% | Q1 2026 | Apr 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 6,888 | 558 | 0.02% | 0.01% | 61 | +3,927 | 132.62% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,575 | 533 | 0.0% | 0.0% | 62 | +2,247 | 51.92% | Q1 2026 | May 04, 2026 |
| Walker Asset Management, LLC | History | Added to | 6,581 | 533 | 0.29% | 0.25% | 63 | +390 | 6.3% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,103 | 495 | 0.0% | 0.0% | 64 | -457 | -6.97% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,936 | 481 | 0.0% | 0.0% | 65 | -26,302 | -81.59% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 5,374 | 435 | 0.0% | 0.0% | 66 | +278 | 5.46% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,666 | 423 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,864 | 394 | 0.0% | — | 68 | +4,864 | New | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 4,635 | 375 | 0.02% | 0.02% | 69 | +856 | 22.65% | Q1 2026 | Apr 30, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 4,383 | 355 | 0.23% | 0.23% | 70 | -98 | -2.19% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 4,618 | 345 | 0.0% | 0.0% | 71 | +522 | 12.74% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,044 | 328 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,000 | 324 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Allen Capital Group, LLC | History | Reduced | 3,934 | 319 | 0.03% | 0.03% | 74 | -32 | -0.81% | Q1 2026 | May 27, 2026 |
| Belpointe Asset Management LLC | History | New | 3,731 | 302 | 0.01% | — | 75 | +3,731 | New | Q1 2026 | Apr 28, 2026 |
| GFS Advisors, LLC | History | New | 3,660 | 300 | 0.04% | — | 76 | +3,660 | New | Q1 2026 | Apr 30, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 3,353 | 271 | 0.16% | 0.15% | 77 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,105 | 251 | 0.01% | 0.01% | 78 | +15 | 0.49% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | New | 2,848 | 231 | 0.01% | — | 79 | +2,848 | New | Q1 2026 | May 04, 2026 |
| Creative Planning | History | New | 2,734 | 221 | 0.0% | — | 80 | +2,734 | New | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,696 | 218 | 0.0% | 0.0% | 81 | -13,712 | -83.57% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | New | 2,653 | 215 | 0.02% | — | 82 | +2,653 | New | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,628 | 213 | 0.0% | 0.0% | 83 | -59 | -2.2% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 2,608 | 211 | 0.0% | — | 85 | +2,608 | New | Q1 2026 | May 15, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 2,602 | 211 | 0.11% | 0.11% | 84 | -292 | -10.09% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,573 | 208 | 0.01% | 0.01% | 86 | -289 | -10.1% | Q1 2026 | Apr 14, 2026 |
| Sigma Planning Corp | History | New | 2,559 | 207 | 0.01% | — | 87 | +2,559 | New | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | New | 2,520 | 204 | 0.0% | — | 88 | +2,520 | New | Q1 2026 | May 01, 2026 |
| Financial Perspectives, Inc | History | No change | 2,112 | 171 | 0.05% | 0.04% | 89 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,691 | 137 | 0.03% | 0.03% | 90 | +11 | 0.65% | Q1 2026 | Apr 14, 2026 |
| FMR LLC | History | Added to | 1,619 | 131 | 0.0% | 0.0% | 91 | +777 | 92.28% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,541 | 124 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,500 | 121 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | No change | 1,154 | 94 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,091 | 88 | 0.0% | — | 95 | +1,091 | New | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,068 | 87 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 1,091 | 81 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | Added to | 908 | 73 | 0.01% | 0.0% | 98 | +202 | 28.61% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 800 | 64 | 0.0% | 0.0% | 99 | -3 | -0.37% | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | No change | 790 | 64 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Reduced | 670 | 54 | 0.0% | 0.0% | 102 | -285 | -29.84% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 666 | 54 | 0.0% | 0.0% | 101 | +4 | 0.6% | Q1 2026 | Apr 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 631 | 51 | 0.0% | — | 103 | +631 | New | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | No change | 603 | 48 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 602 | 48 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | No change | 557 | 45 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 518 | 42 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 510 | 41 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 467 | 37 | 0.0% | 0.0% | 109 | +3 | 0.65% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 417 | 33 | 0.03% | 0.03% | 110 | +3 | 0.72% | Q1 2026 | Apr 22, 2026 |
| Main Street Group, LTD | History | New | 370 | 30 | 0.01% | — | 111 | +370 | New | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 325 | 26 | 0.0% | 0.0% | 112 | +18 | 5.86% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 276 | 22 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Basepoint Wealth LLC | History | No change | 280 | 22 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 250 | 20 | 0.0% | — | 116 | +250 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 250 | 20 | 0.0% | 0.0% | 115 | -50 | -16.67% | Q1 2026 | Apr 22, 2026 |
| Bogart Wealth, LLC | History | Reduced | 179 | 14 | 0.0% | 0.18% | 117 | -60,011 | -99.7% | Q1 2026 | Apr 28, 2026 |
| CX Institutional | History | Added to | 124 | 10 | 0.0% | 0.0% | 118 | +71 | 133.96% | Q1 2026 | Apr 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 87 | 7 | 0.0% | — | 120 | +87 | New | Q1 2026 | Apr 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 50 | 4 | 0.0% | — | 121 | +50 | New | Q1 2026 | Apr 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | No change | 26 | 2 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| AlphaCore Capital LLC | History | No change | 13 | 1 | 0.0% | — | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,348 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,049 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -5,642 | -100.0% | Q1 2026 | May 15, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -4,535 | -100.0% | Q1 2026 | May 15, 2026 |
| Montis Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,088 | -100.0% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,031 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,847 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 10 | 0 | — | — | — | +4 | 66.67% | Q1 2026 | May 08, 2026 |
| HOWE & RUSLING INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |