Invesco Exchange-Traded Fund Trust II - RWK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 961,423 | 123,312 | 0.01% | 0.01% | 1 | +23,406 | 2.5% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 625,490 | 80,225 | 0.02% | 0.02% | 2 | +21,945 | 3.64% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 589,766 | 75,624 | 0.02% | 0.02% | 3 | -59,577 | -9.17% | Q1 2026 | May 15, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 551,484 | 70,733 | 5.28% | 5.15% | 4 | +13,960 | 2.6% | Q1 2026 | May 05, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 535,439 | 68,675 | 0.58% | 0.55% | 5 | -5,145 | -0.95% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 326,143 | 41,831 | 0.0% | 0.0% | 6 | +47,267 | 16.95% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 264,549 | 33,931 | 0.01% | 0.01% | 7 | -23,165 | -8.05% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 205,423 | 26,347 | 0.41% | 0.04% | 8 | +185,169 | 914.23% | Q1 2026 | May 04, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 170,930 | 21,923 | 1.15% | 1.14% | 9 | +6,621 | 4.03% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 141,406 | 18,136 | 0.01% | 0.01% | 10 | +8,758 | 6.6% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 126,627 | 16,241 | 0.0% | 0.0% | 11 | +49,524 | 64.23% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 122,428 | 15,702 | 0.01% | 0.01% | 12 | +3,936 | 3.32% | Q1 2026 | May 07, 2026 |
| RVW Wealth, LLC | History | Reduced | 117,587 | 15,081 | 1.17% | 1.26% | 13 | -12,640 | -9.71% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 87,942 | 11,279 | 0.02% | 0.01% | 14 | +13,342 | 17.88% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 74,949 | 9,614 | 0.01% | 0.01% | 15 | +97 | 0.13% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 67,627 | 8,496 | 0.0% | 0.0% | 16 | +15,081 | 28.7% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 47,863 | 6,138 | 0.19% | 0.21% | 17 | +3,440 | 7.74% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 47,381 | 6,077 | 0.0% | 0.0% | 18 | -13,635 | -22.35% | Q1 2026 | May 15, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 46,159 | 5,920 | 4.14% | 4.1% | 19 | +564 | 1.24% | Q1 2026 | May 29, 2026 |
| NWAM LLC | History | Reduced | 39,790 | 5,103 | 0.29% | 0.31% | 20 | -1,619 | -3.91% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 37,600 | 4,860 | 0.01% | 0.01% | 21 | -26,687 | -41.51% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Added to | 36,724 | 4,710 | 0.01% | 0.01% | 22 | +3,046 | 9.04% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 36,135 | 4,634 | 0.02% | 0.02% | 23 | -210 | -0.58% | Q1 2026 | Apr 24, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 33,967 | 4,356 | 2.85% | 2.94% | 24 | -1,262 | -3.58% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 30,137 | 3,865 | 0.0% | 0.0% | 25 | +2,647 | 9.63% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 29,993 | 3,846 | 0.0% | 0.0% | 26 | -20,010 | -40.02% | Q1 2026 | May 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 27,750 | 3,559 | 0.2% | 0.19% | 27 | +14,802 | 114.32% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 27,644 | 3,545 | 0.02% | 0.02% | 28 | +288 | 1.05% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 27,149 | 3,482 | 0.15% | 0.16% | 29 | +29 | 0.11% | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 24,783 | 3,178 | 0.13% | 0.13% | 30 | -217 | -0.87% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 24,690 | 3,166 | 0.06% | 0.05% | 31 | +1,147 | 4.87% | Q1 2026 | Apr 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 23,060 | 2,957 | 0.01% | 0.01% | 32 | +5,005 | 27.72% | Q1 2026 | Apr 30, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 20,950 | 2,687 | 1.74% | 1.76% | 33 | +1,369 | 6.99% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 20,000 | 2,565 | 0.0% | — | 34 | +20,000 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 18,011 | 2,310 | 0.05% | 0.06% | 35 | -1,346 | -6.95% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | Added to | 17,389 | 2,230 | 0.08% | 0.09% | 36 | +1,732 | 11.06% | Q1 2026 | May 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,703 | 2,142 | 0.01% | 0.0% | 37 | +3,406 | 25.61% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 16,046 | 2,058 | 0.0% | 0.0% | 38 | -272 | -1.67% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Reduced | 15,192 | 1,948 | 0.05% | 0.06% | 39 | -738 | -4.63% | Q1 2026 | May 04, 2026 |
| Vantage Financial Partners, LLC | History | No change | 15,188 | 1,920 | 0.39% | 0.39% | 40 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,437 | 1,851 | 0.0% | 0.0% | 41 | +42 | 0.29% | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | No change | 12,954 | 1,661 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 12,658 | 1,623 | 0.1% | 0.09% | 43 | +228 | 1.83% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,327 | 1,581 | 0.01% | 0.01% | 44 | +1,152 | 10.31% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,513 | 1,438 | 0.0% | 0.0% | 45 | +1,474 | 14.68% | Q1 2026 | May 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 10,985 | 1,408 | 0.32% | 0.31% | 46 | +456 | 4.33% | Q1 2026 | May 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 10,276 | 1,318 | 0.01% | 0.02% | 47 | +198 | 1.96% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 9,966 | 1,278 | 0.03% | 0.03% | 48 | -23 | -0.23% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,367 | 1,201 | 0.0% | 0.0% | 49 | +78 | 0.84% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,109 | 1,168 | 0.03% | 0.03% | 50 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 8,717 | 1,118 | 0.04% | 0.02% | 51 | +3,583 | 69.79% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,630 | 1,106 | 0.01% | 0.01% | 52 | +742 | 9.41% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,530 | 1,094 | 0.0% | 0.01% | 53 | -2,387 | -21.86% | Q1 2026 | Jun 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,512 | 1,091 | 0.0% | 0.01% | 54 | -26,426 | -75.64% | Q1 2026 | May 04, 2026 |
| Investors Research Corp | History | Added to | 25,154 | 1,012 | 0.19% | 0.14% | 55 | +18,996 | 308.48% | Q1 2026 | Apr 03, 2026 |
| Prism Advisors, Inc. | History | Reduced | 7,324 | 939 | 0.25% | 0.25% | 56 | -146 | -1.95% | Q1 2026 | Apr 23, 2026 |
| Claro Advisors Inc. | History | Added to | 7,157 | 917 | 0.11% | 0.12% | 57 | +18 | 0.25% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,104 | 911 | 0.0% | 0.0% | 58 | -5,432 | -43.33% | Q1 2026 | May 15, 2026 |
| Marshall Financial Group, LLC | History | Added to | 7,033 | 902 | 0.14% | 0.17% | 59 | +42 | 0.6% | Q1 2026 | Apr 10, 2026 |
| HighTower Advisors, LLC | History | No change | 6,435 | 825 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,317 | 810 | 0.0% | — | 61 | +6,317 | New | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,687 | 729 | 0.05% | 0.04% | 62 | +631 | 12.48% | Q1 2026 | Apr 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,671 | 727 | 0.01% | 0.01% | 63 | +3 | 0.05% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,538 | 710 | 0.0% | 0.0% | 64 | +89 | 1.63% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,437 | 697 | 0.01% | 0.01% | 65 | +2,868 | 111.64% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,302 | 680 | 0.01% | 0.01% | 66 | -186 | -3.39% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | New | 5,289 | 678 | 0.01% | — | 67 | +5,289 | New | Q1 2026 | Apr 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 5,058 | 648 | 0.05% | 0.05% | 68 | +15 | 0.3% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,992 | 640 | 0.02% | 0.01% | 69 | +433 | 9.5% | Q1 2026 | Apr 23, 2026 |
| Anson Capital, Inc. | History | Reduced | 4,987 | 639 | 0.44% | 0.46% | 70 | -2 | -0.04% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,744 | 608 | 0.0% | — | 71 | +4,744 | New | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,699 | 602 | 0.0% | 0.0% | 72 | +432 | 10.12% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | New | 4,079 | 523 | 0.16% | — | 74 | +4,079 | New | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,142 | 523 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,887 | 498 | 0.0% | 0.0% | 75 | +12 | 0.31% | Q1 2026 | May 01, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 3,757 | 481 | 0.36% | 0.35% | 76 | -69 | -1.8% | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 3,724 | 470 | 0.0% | 0.0% | 77 | -75 | -1.97% | Q1 2026 | May 15, 2026 |
| Seros Financial, LLC | History | New | 3,543 | 454 | 0.29% | — | 78 | +3,543 | New | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 3,406 | 436 | 0.0% | — | 79 | +3,406 | New | Q1 2026 | May 12, 2026 |
| Fiera Capital Corp | History | No change | 3,384 | 434 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BAM Wealth Management, LLC | History | New | 3,339 | 428 | 0.32% | — | 81 | +3,339 | New | Q1 2026 | Apr 17, 2026 |
| Avestar Capital, LLC | History | No change | 3,022 | 387 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,014 | 386 | 0.0% | 0.0% | 83 | -392 | -11.51% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | No change | 3,000 | 384 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,949 | 378 | 0.02% | 0.02% | 85 | +636 | 27.5% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,942 | 377 | 0.0% | — | 86 | +2,942 | New | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | New | 2,913 | 373 | 0.01% | — | 87 | +2,913 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 2,889 | 365 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,835 | 363 | 0.0% | 0.01% | 89 | +8 | 0.28% | Q1 2026 | May 12, 2026 |
| Colonial River Investments, LLC | History | New | 2,764 | 354 | 0.13% | — | 90 | +2,764 | New | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | No change | 2,584 | 331 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 2,554 | 327 | 0.0% | 0.0% | 92 | +1,145 | 81.26% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,506 | 321 | 0.01% | 0.01% | 93 | -12 | -0.48% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,418 | 310 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bowman & Co S.C. | History | No change | 2,413 | 305 | 0.13% | 0.13% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| New Insight Wealth Advisors | History | Reduced | 2,348 | 301 | 0.11% | 0.11% | 96 | -74 | -3.06% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 2,320 | 297 | 0.0% | 0.0% | 97 | +4 | 0.17% | Q1 2026 | Apr 28, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,261 | 289 | 0.02% | 0.01% | 98 | -71 | -3.04% | Q1 2026 | Apr 28, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,175 | 278 | 0.01% | 0.02% | 99 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,151 | 275 | 0.0% | 0.01% | 100 | -16 | -0.74% | Q1 2026 | Jun 02, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 2,062 | 264 | 0.02% | 0.02% | 101 | -491 | -19.23% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Added to | 2,047 | 262 | 0.0% | 0.0% | 102 | +11 | 0.54% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Reduced | 1,974 | 253 | 0.03% | 0.03% | 103 | -50 | -2.47% | Q1 2026 | Apr 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 1,886 | 242 | 0.01% | 0.01% | 104 | +157 | 9.08% | Q1 2026 | Apr 21, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 1,881 | 241 | 0.09% | 0.09% | 105 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 1,885 | 241 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,856 | 238 | 0.0% | 0.0% | 107 | +50 | 2.77% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 1,701 | 218 | 0.0% | 0.0% | 108 | +1 | 0.06% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | New | 1,635 | 209 | 0.0% | — | 109 | +1,635 | New | Q1 2026 | May 15, 2026 |
| Keystone Financial Services, LLC | History | New | 1,610 | 206 | 0.14% | — | 110 | +1,610 | New | Q1 2026 | Apr 21, 2026 |
| Essex Financial Services, Inc. | History | New | 1,572 | 201 | 0.01% | — | 111 | +1,572 | New | Q1 2026 | Apr 24, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,130 | 144 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,017 | 130 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 975 | 125 | 0.0% | 0.0% | 114 | +564 | 137.23% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 921 | 116 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 900 | 115 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tidemark, LLC | History | Reduced | 876 | 112 | 0.03% | 0.03% | 118 | -47 | -5.09% | Q1 2026 | May 07, 2026 |
| Crewe Advisors LLC | History | No change | 881 | 112 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 861 | 110 | 0.01% | 0.01% | 119 | -4 | -0.46% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 534 | 69 | 0.0% | 0.0% | 120 | +294 | 122.5% | Q1 2026 | Apr 07, 2026 |
| HM PAYSON & CO | History | No change | 410 | 52 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Reduced | 337 | 43 | 0.0% | 0.0% | 122 | -520 | -60.68% | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | No change | 299 | 38 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| YANKCOM Partnership | History | New | 290 | 37 | 0.02% | — | 124 | +290 | New | Q1 2026 | Apr 20, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 270 | 34 | 0.0% | 0.0% | 125 | -61 | -18.43% | Q1 2026 | May 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 235 | 30 | 0.0% | — | 126 | +235 | New | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | No change | 184 | 25 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | No change | 182 | 23 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | New | 177 | 22 | 0.02% | — | 129 | +177 | New | Q1 2026 | Apr 24, 2026 |
| Key FInancial Inc | History | No change | 168 | 21 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 156 | 20 | 0.0% | — | 131 | +156 | New | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 105 | 13 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 86 | 10 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 77 | 9 | 0.0% | — | 136 | +77 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 74 | 9 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | No change | 76 | 9 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VANGUARD ADVISERS INC | History | New | 48 | 6 | 0.0% | — | 138 | +48 | New | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 47 | 6 | 0.0% | — | 137 | +47 | New | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | New | 34 | 4 | 0.0% | — | 139 | +34 | New | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | Added to | 25 | 3 | 0.0% | 0.0% | 140 | +9 | 56.25% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 17 | 2 | 0.0% | 0.0% | 142 | -28 | -62.22% | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | New | 16 | 2 | 0.0% | — | 143 | +16 | New | Q1 2026 | May 08, 2026 |
| Richardson Capital Management LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Capital Square, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,277 | -100.0% | Q1 2026 | May 11, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -528 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 08, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |