INVESCO EXCHANGE-TRADED FUND TRUST - SPGP
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,847,583 | 198,836 | 0.01% | 0.01% | 1 | -227,289 | -10.95% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,200,648 | 129,213 | 0.03% | 0.04% | 2 | -94,604 | -7.3% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 729,216 | 78,478 | 0.02% | 0.03% | 3 | -78,576 | -9.73% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 706,406 | 76,023 | 0.01% | 0.01% | 4 | -45,690 | -6.08% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 411,551 | 44,291 | 0.08% | 0.16% | 5 | -28,079 | -6.39% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 369,402 | 39,755 | 0.02% | 0.03% | 6 | -4,744 | -1.27% | Q1 2026 | May 07, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 340,836 | 36,680 | 4.13% | 4.47% | 7 | +5,336 | 1.59% | Q1 2026 | Apr 07, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Reduced | 193,546 | 20,829 | 16.67% | 17.8% | 8 | -84 | -0.04% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 190,404 | 20,491 | 0.03% | 0.03% | 9 | -15,010 | -7.31% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 179,510 | 19,318 | 0.0% | 0.0% | 10 | +2,312 | 1.3% | Q1 2026 | May 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 167,939 | 18,073 | 1.28% | 1.44% | 11 | -1,840 | -1.08% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 164,528 | 17,706 | 0.0% | 0.0% | 12 | +2,697 | 1.67% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 160,200 | 17,240 | 0.01% | 0.0% | 13 | +69,805 | 77.22% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 151,888 | 16,346 | 0.01% | 0.01% | 14 | -9,041 | -5.62% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 141,214 | 15,200 | 0.02% | 0.03% | 15 | -19,540 | -12.16% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 134,125 | 14,074 | 0.01% | 0.01% | 16 | +3,926 | 3.02% | Q1 2026 | May 15, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 122,786 | 13,214 | 3.85% | 4.33% | 17 | -4,212 | -3.32% | Q1 2026 | May 14, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 120,202 | 12,936 | 2.55% | 2.81% | 18 | -1,625 | -1.33% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 119,234 | 12,831 | 0.01% | 0.02% | 19 | -13,875 | -10.42% | Q1 2026 | May 13, 2026 |
| Darrow Company, Inc. | History | Added to | 113,671 | 12,233 | 5.51% | 5.52% | 20 | +5,771 | 5.35% | Q1 2026 | Apr 20, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 113,320 | 12,195 | 1.58% | 1.85% | 21 | -13,970 | -10.97% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 110,492 | 11,933 | 0.2% | 0.5% | 22 | -130,751 | -54.2% | Q1 2026 | May 14, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 109,700 | 11,805 | 7.21% | 8.31% | 23 | +2,262 | 2.11% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 108,480 | 11,674 | 0.0% | 0.0% | 24 | -28,417 | -20.76% | Q1 2026 | May 11, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 108,457 | 11,672 | 1.14% | 1.22% | 25 | -9,674 | -8.19% | Q1 2026 | May 19, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 104,888 | 11,287 | 0.5% | 0.49% | 26 | +12,765 | 13.86% | Q1 2026 | Apr 28, 2026 |
| Grange Capital, LLC | History | Reduced | 99,507 | 10,708 | 10.67% | 13.08% | 27 | -20,208 | -16.88% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 94,887 | 10,211 | 0.01% | 0.01% | 28 | -2,762 | -2.83% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 89,428 | 10,182 | 0.18% | 0.18% | 29 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 90,616 | 9,752 | 0.3% | 0.44% | 30 | -26,125 | -22.38% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 83,063 | 8,939 | 0.0% | 0.0% | 31 | +9,158 | 12.39% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 71,770 | 7,723 | 0.0% | 0.0% | 32 | +18,355 | 34.36% | Q1 2026 | May 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 69,936 | 7,526 | 0.48% | 0.51% | 33 | -106 | -0.15% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 69,266 | 7,482 | 0.02% | 0.01% | 34 | -17,626 | -20.28% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 64,388 | 6,929 | 0.02% | 0.03% | 35 | -20,615 | -24.25% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 60,030 | 6,460 | 0.03% | 0.03% | 36 | +1,986 | 3.42% | Q1 2026 | Apr 24, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 58,923 | 6,341 | 0.51% | 0.67% | 37 | -15,667 | -21.0% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 58,385 | 6,283 | 0.03% | 0.03% | 38 | +7,143 | 13.94% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 57,799 | 6,220 | 0.01% | 0.01% | 39 | -3,902 | -6.32% | Q1 2026 | Apr 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 56,479 | 6,078 | 0.36% | 0.43% | 40 | -7,681 | -11.97% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 54,386 | 5,853 | 0.01% | 0.01% | 41 | +3,769 | 7.45% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Added to | 54,310 | 5,844 | 0.08% | 0.05% | 42 | +19,996 | 58.27% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 49,097 | 5,283 | 0.03% | 0.03% | 43 | +2,088 | 4.44% | Q1 2026 | May 05, 2026 |
| Alhambra Investment Management LLC | History | Added to | 48,976 | 5,270 | 2.43% | 2.59% | 44 | +124 | 0.25% | Q1 2026 | Apr 15, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 48,937 | 5,266 | 2.23% | 2.27% | 45 | +3,196 | 6.99% | Q1 2026 | Apr 15, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 43,664 | 4,699 | 2.0% | 2.91% | 46 | -18,856 | -30.16% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 41,542 | 4,650 | 0.0% | 0.0% | 47 | -26,082 | -38.57% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 42,517 | 4,575 | 0.0% | 0.0% | 48 | +33,864 | 391.36% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 37,415 | 4,379 | 0.34% | 0.37% | 49 | +4 | 0.01% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 40,402 | 4,348 | 0.01% | 0.01% | 50 | +1,311 | 3.35% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 39,218 | 4,088 | 0.0% | 0.0% | 51 | -4,392 | -10.07% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 36,576 | 3,936 | 0.05% | 0.05% | 52 | +3,437 | 10.37% | Q1 2026 | Apr 20, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 36,292 | 3,905 | 1.27% | 1.55% | 53 | -6,315 | -14.82% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 35,872 | 3,860 | 0.07% | 0.07% | 54 | +3,632 | 11.27% | Q1 2026 | Apr 10, 2026 |
| Hudock, Inc. | History | Reduced | 35,768 | 3,849 | 0.57% | 0.72% | 55 | -6,935 | -16.24% | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | Reduced | 35,566 | 3,827 | 0.46% | 0.54% | 56 | -1,304 | -3.54% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Reduced | 34,923 | 3,758 | 0.02% | 0.02% | 57 | -2,748 | -7.29% | Q1 2026 | May 14, 2026 |
| Marble Wealth, LLC | History | Added to | 34,469 | 3,709 | 0.65% | 0.54% | 58 | +293 | 0.86% | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 33,939 | 3,652 | 0.29% | 0.32% | 59 | -1,893 | -5.28% | Q1 2026 | May 28, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 33,116 | 3,563 | 0.2% | 0.29% | 60 | -12,290 | -27.07% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 30,397 | 3,459 | 0.02% | 0.03% | 61 | -3,237 | -9.62% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 29,542 | 3,179 | 0.01% | 0.01% | 62 | -5,969 | -16.81% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 29,305 | 3,153 | 0.04% | 0.05% | 63 | -131 | -0.45% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | New | 29,082 | 3,129 | 0.01% | — | 64 | +29,082 | New | Q1 2026 | May 11, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 28,735 | 3,092 | 0.46% | 0.48% | 65 | -253 | -0.87% | Q1 2026 | Apr 29, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 28,702 | 3,088 | 0.13% | 0.12% | 66 | +539 | 1.91% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Added to | 28,638 | 3,082 | 0.18% | 0.19% | 67 | +36 | 0.13% | Q1 2026 | May 04, 2026 |
| Finward Bancorp | History | Reduced | 27,994 | 3,012 | 2.41% | 2.53% | 68 | -570 | -2.0% | Q1 2026 | Apr 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 27,584 | 2,968 | 0.01% | 0.01% | 69 | -1,197 | -4.16% | Q1 2026 | Apr 30, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 26,419 | 2,843 | 1.1% | 0.98% | 70 | +8,577 | 48.07% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,209 | 2,820 | 0.01% | 0.02% | 71 | -56,289 | -68.23% | Q1 2026 | May 04, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 26,158 | 2,815 | 0.84% | 1.17% | 72 | -7,396 | -22.04% | Q1 2026 | Apr 28, 2026 |
| Breakwater Capital Group | History | Reduced | 25,755 | 2,771 | 0.37% | 0.44% | 73 | -1,977 | -7.13% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 25,604 | 2,755 | 0.01% | 0.02% | 74 | -12,979 | -33.64% | Q1 2026 | Jun 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 24,949 | 2,685 | 0.01% | 0.01% | 75 | -741 | -2.88% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 24,364 | 2,622 | 0.1% | 0.1% | 76 | +1,305 | 5.66% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 24,356 | 2,621 | 0.14% | 0.14% | 77 | +1,739 | 7.69% | Q1 2026 | Apr 30, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 23,892 | 2,571 | 0.25% | 0.26% | 78 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 23,123 | 2,488 | 0.04% | 0.07% | 79 | -6,633 | -22.29% | Q1 2026 | May 18, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 23,089 | 2,484 | 0.78% | 0.9% | 80 | -2,417 | -9.48% | Q1 2026 | Apr 16, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 22,356 | 2,406 | 0.13% | 0.15% | 81 | -6,840 | -23.43% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 22,007 | 2,368 | 0.05% | 0.23% | 82 | -80,697 | -78.57% | Q1 2026 | Apr 14, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 21,017 | 2,261 | 0.55% | 0.64% | 83 | -2,372 | -10.14% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 20,341 | 2,189 | 0.17% | — | 84 | +20,341 | New | Q1 2026 | Apr 28, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 20,180 | 2,171 | 1.5% | 1.68% | 85 | -836 | -3.98% | Q1 2026 | May 12, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 19,241 | 2,070 | 0.21% | 0.64% | 86 | -24,524 | -56.04% | Q1 2026 | May 14, 2026 |
| Baron Financial Group, LLC | History | Added to | 18,575 | 1,999 | 1.08% | 1.13% | 87 | +10 | 0.05% | Q1 2026 | Apr 09, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 18,370 | 1,976 | 0.18% | 0.12% | 88 | -182 | -0.98% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 17,895 | 1,925 | 0.07% | 0.07% | 89 | +587 | 3.39% | Q1 2026 | Apr 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 17,885 | 1,924 | 0.15% | 0.16% | 90 | -207 | -1.14% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 17,405 | 1,873 | 0.03% | 0.04% | 91 | -2,290 | -11.63% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 17,126 | 1,843 | 0.12% | 0.13% | 92 | +166 | 0.98% | Q1 2026 | Apr 15, 2026 |
| ORG Partners LLC | History | No change | 16,012 | 1,823 | 0.32% | 0.32% | 93 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 16,423 | 1,767 | 0.2% | 0.21% | 94 | -346 | -2.06% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,333 | 1,763 | 0.02% | 0.02% | 95 | -28 | -0.17% | Q1 2026 | Apr 07, 2026 |
| NWF Advisory Services Inc. | History | Added to | 15,689 | 1,688 | 0.19% | 0.17% | 96 | +2,279 | 16.99% | Q1 2026 | May 04, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 15,275 | 1,644 | 0.9% | 0.89% | 97 | +322 | 2.15% | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Added to | 15,255 | 1,641 | 0.07% | 0.08% | 98 | +33 | 0.22% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 14,915 | 1,605 | 0.07% | — | 99 | +14,915 | New | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,196 | 1,527 | 0.0% | 0.0% | 100 | +4,340 | 44.03% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 13,880 | 1,493 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CSM Advisors, LLC | History | Reduced | 13,500 | 1,453 | 0.04% | 0.05% | 102 | -1,700 | -11.18% | Q1 2026 | May 15, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 13,490 | 1,451 | 0.54% | 0.61% | 103 | -1,180 | -8.04% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 13,129 | 1,412 | 0.01% | 0.02% | 104 | -1,965 | -13.02% | Q1 2026 | May 06, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 12,988 | 1,397 | 0.58% | 0.59% | 105 | +647 | 5.24% | Q1 2026 | Apr 23, 2026 |
| Inspire Advisors, LLC | History | Reduced | 12,972 | 1,396 | 0.11% | 0.14% | 106 | -364 | -2.73% | Q1 2026 | May 15, 2026 |
| Planned Solutions, Inc. | History | Reduced | 12,769 | 1,374 | 0.45% | 0.47% | 107 | -38 | -0.3% | Q1 2026 | Apr 09, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 12,409 | 1,335 | 1.12% | 1.2% | 108 | -1,970 | -13.7% | Q1 2026 | May 15, 2026 |
| Financial Alternatives, Inc | History | No change | 12,301 | 1,323 | 0.71% | 0.81% | 109 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 12,220 | 1,315 | 0.22% | 0.27% | 110 | -1,965 | -13.85% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,590 | 1,247 | 0.02% | 0.03% | 111 | -1,835 | -13.67% | Q1 2026 | May 15, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 11,539 | 1,241 | 0.31% | 0.32% | 112 | +85 | 0.74% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | Reduced | 11,417 | 1,228 | 0.0% | 0.0% | 113 | -316 | -2.69% | Q1 2026 | May 15, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 11,392 | 1,226 | 0.88% | 0.9% | 115 | +295 | 2.66% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,397 | 1,226 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,360 | 1,222 | 0.04% | 0.03% | 116 | -625 | -5.21% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 11,282 | 1,214 | 0.01% | 0.01% | 117 | +147 | 1.32% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 10,554 | 1,135 | 0.0% | 0.0% | 118 | -494 | -4.47% | Q1 2026 | May 14, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 10,367 | 1,115 | 0.39% | 0.42% | 119 | -15 | -0.14% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 10,305 | 1,109 | 0.0% | 0.0% | 120 | +851 | 9.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 9,807 | 1,055 | 0.02% | 0.06% | 121 | -12,201 | -55.44% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 9,758 | 1,050 | 0.01% | 0.01% | 122 | +911 | 10.3% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,744 | 1,048 | 0.01% | 0.01% | 123 | +429 | 4.61% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,531 | 1,025 | 0.01% | 0.02% | 124 | -471 | -4.71% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,440 | 1,015 | 0.0% | 0.0% | 125 | +5,159 | 120.51% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 9,358 | 1,007 | 0.01% | 0.01% | 126 | +734 | 8.51% | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | Reduced | 9,087 | 977 | 0.45% | 0.47% | 127 | -338 | -3.59% | Q1 2026 | Apr 27, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 9,046 | 973 | 0.27% | 0.3% | 128 | -3 | -0.03% | Q1 2026 | Apr 23, 2026 |
| Whalen Wealth Management Inc. | History | New | 8,969 | 965 | 0.52% | — | 129 | +8,969 | New | Q1 2026 | Apr 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 8,594 | 924 | 0.05% | 0.09% | 130 | +333 | 4.03% | Q1 2026 | Apr 21, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 8,569 | 922 | 0.28% | 0.09% | 131 | +4,721 | 122.69% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,267 | 889 | 0.02% | 0.02% | 132 | -780 | -8.62% | Q1 2026 | May 01, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 8,217 | 884 | 0.25% | 0.23% | 133 | +653 | 8.63% | Q1 2026 | Apr 16, 2026 |
| Fairway Wealth LLC | History | Added to | 8,229 | 881 | 0.23% | 0.24% | 134 | +429 | 5.5% | Q1 2026 | Apr 23, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 7,792 | 838 | 0.23% | 2.45% | 135 | -68,682 | -89.81% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisory Group | History | No change | 7,758 | 834 | 0.63% | 0.68% | 136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 7,717 | 831 | 0.03% | 0.06% | 137 | -8,091 | -51.18% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,518 | 809 | 0.02% | 0.02% | 138 | -298 | -3.81% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 7,448 | 804 | 0.06% | 0.06% | 139 | -159 | -2.09% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,385 | 794 | 0.0% | 0.0% | 140 | +1,715 | 30.25% | Q1 2026 | May 14, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 7,320 | 787 | 0.51% | 0.64% | 141 | -860 | -10.51% | Q1 2026 | Apr 21, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 7,192 | 774 | 0.27% | 0.3% | 142 | -98 | -1.34% | Q1 2026 | Apr 21, 2026 |
| Quantum Portfolio Management LLC | History | New | 7,036 | 757 | 0.33% | — | 143 | +7,036 | New | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,017 | 755 | 0.01% | 0.02% | 144 | -5,121 | -42.19% | Q1 2026 | Apr 28, 2026 |
| Vise Technologies, Inc. | History | No change | 6,596 | 751 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Independent Advisor Alliance | History | New | 6,754 | 726 | 0.01% | — | 146 | +6,754 | New | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 6,745 | 725 | 0.0% | 0.0% | 147 | -3,102 | -31.5% | Q1 2026 | May 14, 2026 |
| Phraction Management LLC | History | No change | 6,710 | 722 | 0.15% | 0.2% | 148 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 6,452 | 694 | 0.04% | 0.04% | 149 | -6 | -0.09% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 6,434 | 692 | 0.01% | 0.01% | 150 | +271 | 4.4% | Q1 2026 | May 12, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 6,241 | 671 | 0.51% | 0.52% | 151 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 6,038 | 649 | 0.18% | 0.19% | 152 | -355 | -5.55% | Q1 2026 | Apr 27, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 5,932 | 638 | 0.19% | 0.24% | 153 | -674 | -10.2% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | No change | 5,788 | 622 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | Reduced | 5,312 | 615 | 0.06% | 0.08% | 155 | -1,486 | -21.86% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | No change | 5,586 | 601 | 0.11% | 0.12% | 156 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| GTS SECURITIES LLC | History | Added to | 5,546 | 596 | 0.02% | 0.01% | 157 | +1,870 | 50.87% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 5,433 | 584 | 0.03% | 0.03% | 158 | +721 | 15.3% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,371 | 578 | 0.0% | 0.0% | 159 | -10,313 | -65.75% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 5,368 | 577 | 0.03% | 0.03% | 160 | -367 | -6.4% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 5,071 | 545 | 0.0% | 0.0% | 161 | -240 | -4.52% | Q1 2026 | Apr 30, 2026 |
| Bank of New Hampshire | History | Reduced | 4,985 | 536 | 0.12% | 0.14% | 162 | -480 | -8.78% | Q1 2026 | Apr 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 4,786 | 515 | 0.18% | 0.19% | 163 | +184 | 4.0% | Q1 2026 | Apr 23, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 4,777 | 514 | 0.05% | 0.06% | 164 | +5 | 0.1% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Added to | 4,716 | 507 | 0.02% | 0.03% | 165 | +1 | 0.02% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 4,379 | 498 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Index Technologies Group LLC | History | New | 4,581 | 493 | 0.54% | — | 167 | +4,581 | New | Q1 2026 | Apr 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,556 | 490 | 0.01% | 0.01% | 168 | +13 | 0.29% | Q1 2026 | Apr 15, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 4,383 | 471 | 0.24% | 0.36% | 169 | -577 | -11.63% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,328 | 467 | 0.03% | 0.03% | 170 | -144 | -3.22% | Q1 2026 | May 01, 2026 |
| High Note Wealth, LLC | History | Reduced | 4,325 | 465 | 0.09% | 0.1% | 171 | -277 | -6.02% | Q1 2026 | May 11, 2026 |
| Herold Advisors, Inc. | History | No change | 4,295 | 462 | 0.1% | 0.11% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 3,935 | 461 | 0.1% | 0.11% | 173 | -159 | -3.88% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Reduced | 4,247 | 457 | 0.01% | 0.02% | 174 | -5,310 | -55.56% | Q1 2026 | May 15, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 4,254 | 457 | 0.14% | 0.15% | 175 | -30 | -0.7% | Q1 2026 | May 20, 2026 |
| Lido Advisors, LLC | History | New | 4,206 | 452 | 0.0% | — | 176 | +4,206 | New | Q1 2026 | May 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 4,000 | 430 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clark Asset Management, LLC | History | No change | 4,003 | 430 | 0.04% | 0.05% | 178 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 3,938 | 423 | 0.01% | 0.01% | 179 | -342 | -7.99% | Q1 2026 | May 07, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 3,749 | 403 | 0.07% | 0.08% | 180 | -318 | -7.82% | Q1 2026 | Apr 17, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 3,643 | 392 | 0.38% | 0.45% | 181 | -358 | -8.95% | Q1 2026 | May 13, 2026 |
| Venture Visionary Partners LLC | History | No change | 3,575 | 384 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 3,533 | 380 | 0.05% | 0.06% | 183 | -649 | -15.52% | Q1 2026 | May 05, 2026 |
| Fairscale Capital, LLC | History | No change | 3,461 | 372 | 0.26% | 0.26% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 3,451 | 371 | 0.0% | 0.0% | 185 | -868 | -20.1% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,422 | 368 | 0.0% | 0.01% | 186 | -5,912 | -63.34% | Q1 2026 | May 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 3,368 | 362 | 0.04% | 0.03% | 187 | +1,471 | 77.54% | Q1 2026 | May 15, 2026 |
| Opulen Financial Group LLC | History | Added to | 3,358 | 361 | 0.25% | 0.28% | 188 | +10 | 0.3% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 3,345 | 359 | 0.01% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,342 | 359 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | No change | 3,230 | 347 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 3,183 | 342 | 0.01% | 0.01% | 193 | -265 | -7.69% | Q1 2026 | May 04, 2026 |
| Obermeyer Wealth Partners | History | Added to | 3,178 | 342 | 0.02% | 0.02% | 192 | +5 | 0.16% | Q1 2026 | Apr 20, 2026 |
| Claris Financial LLC | History | No change | 3,185 | 342 | 0.19% | 0.19% | 194 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| TAGStone Capital, Inc. | History | Added to | 3,147 | 338 | 0.12% | 0.09% | 195 | +971 | 44.62% | Q1 2026 | May 11, 2026 |
| Santori & Peters, Inc. | History | Added to | 3,121 | 335 | 0.1% | 0.12% | 196 | +131 | 4.38% | Q1 2026 | May 07, 2026 |
| Verum Partners LLC | History | Added to | 3,064 | 329 | 0.06% | 0.07% | 197 | +10 | 0.33% | Q1 2026 | Apr 15, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 2,877 | 329 | 0.43% | 0.43% | 198 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,013 | 324 | 0.0% | 0.0% | 199 | +342 | 12.8% | Q1 2026 | Apr 20, 2026 |
| Avestar Capital, LLC | History | Reduced | 2,984 | 321 | 0.02% | 0.02% | 200 | -41 | -1.36% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | New | 2,943 | 317 | 0.06% | — | 201 | +2,943 | New | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 2,827 | 304 | 0.04% | 0.06% | 202 | -692 | -19.66% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,818 | 303 | 0.01% | 0.01% | 203 | -1,051 | -27.16% | Q1 2026 | Apr 13, 2026 |
| Summit Financial Consulting LLC | History | Reduced | 2,812 | 302 | 0.22% | 0.23% | 204 | -17 | -0.6% | Q1 2026 | Apr 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,800 | 301 | 0.0% | 0.0% | 205 | +900 | 47.37% | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | No change | 2,758 | 296 | 0.0% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 2,726 | 293 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | No change | 2,713 | 291 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Independence Bank of Kentucky | History | No change | 2,700 | 290 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Added to | 2,649 | 285 | 0.01% | 0.0% | 210 | +2,143 | 423.52% | Q1 2026 | May 13, 2026 |
| Wharton Business Group, LLC | History | Added to | 2,645 | 284 | 0.01% | 0.01% | 211 | +480 | 22.17% | Q1 2026 | May 07, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 2,645 | 284 | 0.08% | 0.09% | 212 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 2,606 | 280 | 0.01% | 0.01% | 213 | -36 | -1.36% | Q1 2026 | Apr 21, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 2,577 | 277 | 0.21% | 0.26% | 214 | -402 | -13.49% | Q1 2026 | Apr 30, 2026 |
| Bawa N Mallick Trust | History | No change | 2,500 | 269 | 0.11% | 0.11% | 215 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,488 | 267 | 0.02% | 0.02% | 216 | -204 | -7.58% | Q1 2026 | Apr 08, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 2,464 | 265 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sankala Group LLC | History | Added to | 2,482 | 263 | 0.21% | 0.21% | 218 | +168 | 7.26% | Q1 2026 | Mar 31, 2026 |
| Cadence Bank | History | No change | 2,281 | 259 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,374 | 255 | 0.08% | 0.08% | 220 | +144 | 6.46% | Q1 2026 | May 01, 2026 |
| Summit Wealth Partners, LLC | History | New | 2,360 | 253 | 0.04% | — | 223 | +2,360 | New | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 2,357 | 253 | 0.0% | — | 222 | +2,357 | New | Q1 2026 | May 15, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 2,353 | 253 | 0.14% | 0.15% | 221 | +7 | 0.3% | Q1 2026 | Apr 10, 2026 |
| CAP Partners, LLC | History | Added to | 2,329 | 250 | 0.14% | 0.15% | 224 | +2 | 0.09% | Q1 2026 | Apr 28, 2026 |
| CVA Family Office, LLC | History | Added to | 2,268 | 244 | 0.03% | 0.03% | 225 | +1 | 0.04% | Q1 2026 | Apr 29, 2026 |
| Tactive Advisors, LLC | History | Added to | 2,265 | 243 | 0.07% | 0.07% | 226 | +11 | 0.49% | Q1 2026 | Apr 16, 2026 |
| Trilogy Capital Inc. | History | Reduced | 2,192 | 235 | 0.01% | 0.01% | 227 | -29 | -1.31% | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,162 | 232 | 0.01% | 0.02% | 228 | +88 | 4.24% | Q1 2026 | May 15, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 2,093 | 225 | 0.12% | 0.13% | 229 | +7 | 0.34% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,055 | 221 | 0.01% | 0.01% | 230 | +280 | 15.77% | Q1 2026 | Apr 21, 2026 |
| West Branch Capital LLC | History | No change | 2,055 | 221 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 2,044 | 219 | 0.0% | 0.0% | 232 | +27 | 1.34% | Q1 2026 | May 15, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 2,021 | 217 | 0.05% | 0.07% | 234 | -48 | -2.32% | Q1 2026 | Apr 22, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 2,017 | 217 | 0.04% | 0.05% | 233 | +7 | 0.35% | Q1 2026 | Apr 24, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 1,990 | 214 | 0.05% | 0.07% | 235 | -497 | -19.98% | Q1 2026 | Apr 14, 2026 |
| Detalus Advisors, LLC | History | Added to | 1,965 | 211 | 0.05% | 0.05% | 236 | +2 | 0.1% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,944 | 209 | 0.0% | 0.0% | 237 | -70 | -3.48% | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 1,950 | 209 | 0.01% | 0.01% | 238 | +30 | 1.56% | Q1 2026 | May 14, 2026 |
| Nvest Financial, LLC | History | Added to | 1,873 | 201 | 0.07% | 0.09% | 239 | +3 | 0.16% | Q1 2026 | Apr 28, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,629 | 175 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BAYBAN | History | No change | 1,500 | 161 | 0.14% | 0.15% | 241 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,396 | 150 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | New | 1,176 | 126 | 0.0% | — | 243 | +1,176 | New | Q1 2026 | May 19, 2026 |
| Capital Analysts, LLC | History | No change | 1,135 | 122 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,120 | 120 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 935 | 100 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 928 | 99 | 0.1% | 0.11% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 866 | 93 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 830 | 89 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 809 | 87 | 0.06% | — | 250 | +809 | New | Q1 2026 | Apr 21, 2026 |
| Archer Investment Corp | History | No change | 758 | 81 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 744 | 80 | 0.01% | 0.03% | 252 | -655 | -46.82% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 729 | 78 | 0.0% | — | 254 | +729 | New | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | No change | 730 | 78 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 696 | 74 | 0.0% | 0.01% | 255 | -494 | -41.51% | Q1 2026 | Apr 10, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 683 | 73 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 633 | 68 | 0.0% | 0.0% | 257 | -71 | -10.09% | Q1 2026 | May 13, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 511 | 54 | 0.02% | 0.03% | 258 | -3 | -0.58% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 498 | 51 | 0.0% | 0.0% | 259 | -10 | -1.97% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 435 | 49 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GGM Financial LLC | History | Added to | 453 | 48 | 0.02% | 0.02% | 261 | +86 | 23.43% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 422 | 45 | 0.0% | 0.0% | 262 | +332 | 368.89% | Q1 2026 | Apr 30, 2026 |
| IAG Wealth Partners, LLC | History | No change | 407 | 43 | 0.0% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 375 | 40 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 365 | 39 | 0.0% | 0.0% | 265 | -11 | -2.93% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 314 | 33 | 0.01% | 0.01% | 266 | +1 | 0.32% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | No change | 295 | 31 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 281 | 30 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 270 | 29 | 0.0% | 0.0% | 269 | -610 | -69.32% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 246 | 26 | 0.0% | 0.0% | 270 | -18 | -6.82% | Q1 2026 | May 11, 2026 |
| Kozak & Associates, Inc. | History | Added to | 229 | 25 | 0.0% | 0.01% | 271 | +1 | 0.44% | Q1 2026 | Apr 14, 2026 |
| GAMMA Investing LLC | History | No change | 237 | 25 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 217 | 23 | 0.02% | 0.02% | 273 | +1 | 0.46% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | No change | 203 | 21 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 180 | 19 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Copia Wealth Management | History | No change | 155 | 16 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 140 | 15 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Biltmore Family Office, LLC | History | No change | 136 | 14 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 129 | 13 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 118 | 12 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Activest Wealth Management | History | New | 108 | 11 | 0.0% | — | 285 | +108 | New | Q1 2026 | Apr 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 106 | 11 | 0.0% | — | 284 | +106 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 103 | 11 | 0.0% | 0.0% | 281 | +10 | 10.75% | Q1 2026 | May 08, 2026 |
| Davis Capital Management | History | No change | 104 | 11 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Park Place Capital Corp | History | No change | 109 | 11 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 100 | 10 | 0.0% | — | 288 | +100 | New | Q1 2026 | Apr 28, 2026 |
| MTM Investment Management, LLC | History | No change | 95 | 10 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | No change | 78 | 8 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | No change | 83 | 8 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 60 | 6 | 0.0% | 0.0% | 291 | -75 | -55.56% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 54 | 5 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | New | 43 | 4 | 0.0% | — | 294 | +43 | New | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 43 | 4 | 0.0% | — | 295 | +43 | New | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 38 | 4 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 33 | 3 | 0.0% | 0.0% | 296 | -60 | -64.52% | Q1 2026 | May 05, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 36 | 3 | 0.0% | — | 297 | +36 | New | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 25 | 2 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 25 | 2 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Evolution Advisers, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stadion Money Management, LLC | History | Closed out | 0 | 0 | — | 1.22% | — | -132,618 | -100.0% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -30,660 | -100.0% | Q1 2026 | May 12, 2026 |
| Guardian Capital, LLC | History | Closed out | 0 | 0 | — | 2.72% | — | -26,674 | -100.0% | Q1 2026 | May 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -23,756 | -100.0% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -22,782 | -100.0% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.09% | — | -11,980 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,095 | -100.0% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,058 | -100.0% | Q1 2026 | May 11, 2026 |
| Integras Partners LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -4,702 | -100.0% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,865 | -100.0% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,758 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,480 | -100.0% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,420 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,362 | -100.0% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,965 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,916 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,699 | -100.0% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,557 | -100.0% | Q1 2026 | May 12, 2026 |
| Old North State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,259 | -100.0% | Q1 2026 | Apr 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,224 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Andina Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,214 | -100.0% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,101 | -100.0% | Q1 2026 | May 08, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,976 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,934 | -100.0% | Q1 2026 | May 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,797 | -100.0% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,765 | -100.0% | Q1 2026 | May 12, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,528 | -100.0% | Q1 2026 | May 15, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -952 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 5 | 0 | — | 0.0% | — | -129 | -96.27% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -101 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -81 | -100.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 17, 2026 |
| EPG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |