Invesco Exchange-Traded Fund Trust II - SPHD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,188,863 | 108,589 | 0.03% | 0.03% | 1 | +88,501 | 4.21% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Added to | 2,113,628 | 104,857 | 1.2% | 0.07% | 2 | +1,994,704 | 1677.29% | Q1 2026 | Apr 16, 2026 |
| MORGAN STANLEY | History | Reduced | 2,045,872 | 101,495 | 0.01% | 0.01% | 3 | -140,763 | -6.44% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,317,728 | 65,372 | 0.0% | 0.0% | 4 | +32,306 | 2.51% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Added to | 2,832 | 57,087 | 0.9% | 1.03% | 5 | +92 | 3.36% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 889,433 | 44,124 | 0.09% | 0.08% | 6 | -25,378 | -2.77% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 705,051 | 34,977 | 0.01% | 0.01% | 7 | +20,101 | 2.93% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 652,323 | 32,361 | 0.01% | 0.01% | 8 | -17,215 | -2.57% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 592,662 | 29,241 | 0.0% | 0.0% | 9 | +393,168 | 197.08% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 558,629 | 27,713 | 0.01% | 0.01% | 10 | -100,280 | -15.22% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 557,549 | 27,660 | 0.0% | 0.0% | 11 | +43,353 | 8.43% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 519,027 | 25,748 | 0.0% | 0.01% | 12 | -124,231 | -19.31% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 468,957 | 23,264 | 0.74% | 0.81% | 13 | +3,985 | 0.86% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 362,812 | 17,999 | 0.08% | 0.07% | 14 | +39,223 | 12.12% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 346,388 | 17,187 | 0.0% | 0.0% | 15 | +3,364 | 0.98% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 281,621 | 13,971 | 0.01% | 0.0% | 16 | +14,700 | 5.51% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 281,342 | 13,957 | 0.0% | 0.0% | 17 | +5,967 | 2.17% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Reduced | 271,534 | 13,470 | 0.0% | 0.0% | 18 | -6,445 | -2.32% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 265,749 | 13,183 | 0.01% | 0.01% | 19 | +7,070 | 2.73% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 238,032 | 11,808 | 0.02% | 0.02% | 20 | -9,691 | -3.91% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 231,627 | 11,491 | 0.03% | 0.02% | 21 | +64,095 | 38.26% | Q1 2026 | Apr 22, 2026 |
| XML Financial, LLC | History | Added to | 224,691 | 11,146 | 0.9% | 0.78% | 22 | +24,690 | 12.34% | Q1 2026 | Apr 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 210,964 | 10,356 | 0.0% | 0.01% | 23 | +75 | 0.04% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 205,737 | 10,206 | 0.01% | 0.03% | 24 | -421,288 | -67.19% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 202,974 | 10,070 | 0.03% | 0.03% | 25 | +2,716 | 1.36% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 201,339 | 9,988 | 0.03% | 0.03% | 26 | -35,227 | -14.89% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 197,300 | 9,789 | 0.01% | 0.01% | 27 | -12,157 | -5.8% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 182,150 | 9,036 | 0.04% | 0.04% | 28 | -5,787 | -3.08% | Q1 2026 | May 14, 2026 |
| Leelyn Smith, LLC | History | Added to | 176,553 | 8,758 | 1.23% | 1.17% | 29 | +7,757 | 4.6% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 153,964 | 7,638 | 0.03% | 0.02% | 30 | +33,139 | 27.43% | Q1 2026 | Jun 02, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 139,568 | 6,923 | 6.23% | 3.21% | 31 | +71,531 | 105.14% | Q1 2026 | Apr 23, 2026 |
| Fusion Capital, LLC | History | Added to | 134,580 | 6,676 | 1.8% | 1.72% | 32 | +7,033 | 5.51% | Q1 2026 | May 13, 2026 |
| Northside Capital Management, LLC | History | No change | 132,885 | 6,592 | 0.58% | 0.55% | 33 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 130,500 | 6,474 | 0.01% | 0.0% | 34 | +110,600 | 555.78% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 128,373 | 6,471 | 1.07% | 1.07% | 35 | +2,036 | 1.61% | Q1 2026 | May 08, 2026 |
| Estate Counselors, LLC | History | New | 123,070 | 6,105 | 0.54% | — | 36 | +123,070 | New | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 107,782 | 5,347 | 0.17% | 0.01% | 37 | +98,943 | 1119.39% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 103,672 | 5,142 | 0.01% | 0.01% | 38 | -36,522 | -26.05% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 101,818 | 5,051 | 0.01% | 0.01% | 39 | -14,794 | -12.69% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 100,868 | 5,004 | 0.22% | 0.03% | 40 | +88,207 | 696.68% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 96,030 | 4,611 | 0.03% | 0.05% | 41 | -43,402 | -31.13% | Q1 2026 | May 15, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 90,769 | 4,503 | 0.27% | 0.21% | 42 | +15,141 | 20.02% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 90,076 | 4,468 | 0.1% | 0.11% | 43 | -978 | -1.07% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 89,728 | 4,451 | 0.05% | 0.06% | 44 | +125 | 0.14% | Q1 2026 | Apr 23, 2026 |
| Venture Visionary Partners LLC | History | Added to | 89,033 | 4,416 | 0.15% | 0.12% | 45 | +9,648 | 12.15% | Q1 2026 | May 14, 2026 |
| Advocate Investing Services LLC | History | Added to | 88,457 | 4,388 | 3.72% | 2.06% | 46 | +40,430 | 84.18% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 88,244 | 4,377 | 0.0% | 0.0% | 47 | +5,047 | 6.07% | Q1 2026 | May 12, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 85,400 | 4,237 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 81,793 | 4,057 | 2.32% | 2.36% | 49 | +7,158 | 9.59% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 80,677 | 4,002 | 0.02% | 0.04% | 50 | -57,255 | -41.51% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | New | 73,321 | 3,637 | 0.26% | — | 51 | +73,321 | New | Q1 2026 | May 07, 2026 |
| Chris Bulman Inc | History | New | 73,280 | 3,635 | 1.59% | — | 52 | +73,280 | New | Q1 2026 | Apr 13, 2026 |
| Lynx Investment Advisory | History | Added to | 69,783 | 3,461 | 1.65% | 1.16% | 53 | +25,353 | 57.06% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 67,210 | 3,334 | 0.0% | 0.0% | 54 | -6,726 | -9.1% | Q1 2026 | May 15, 2026 |
| Prostatis Group LLC | History | Reduced | 66,050 | 3,276 | 0.84% | 1.09% | 55 | -29,475 | -30.86% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 65,544 | 3,251 | 0.08% | 0.08% | 56 | +791 | 1.22% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 65,302 | 3,239 | 0.24% | 0.26% | 57 | -10,366 | -13.7% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 60,234 | 2,988 | 1.47% | 1.39% | 58 | +2,344 | 4.05% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 60,000 | 2,976 | 0.01% | 0.01% | 59 | +5,734 | 10.57% | Q1 2026 | Apr 30, 2026 |
| David Kennon Inc | History | Reduced | 57,817 | 2,868 | 1.03% | 1.0% | 60 | -527 | -0.9% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 55,788 | 2,767 | 0.01% | 0.01% | 61 | -1,782 | -3.1% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 55,022 | 2,729 | 0.0% | 0.0% | 62 | +1,781 | 3.35% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 54,705 | 2,713 | 0.01% | 0.01% | 63 | +9,301 | 20.48% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Reduced | 54,075 | 2,682 | 0.0% | 0.0% | 64 | -741 | -1.35% | Q1 2026 | May 13, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 53,764 | 2,667 | 0.11% | 0.13% | 65 | -10,587 | -16.45% | Q1 2026 | Apr 30, 2026 |
| Curran Financial Partners, LLC | History | Added to | 50,801 | 2,520 | 0.45% | 0.4% | 66 | +7,077 | 16.19% | Q1 2026 | Apr 15, 2026 |
| WJ Financial Advisors LLC | History | Added to | 50,758 | 2,518 | 2.03% | 2.12% | 67 | +1,215 | 2.45% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Added to | 50,608 | 2,510 | 0.06% | 0.01% | 68 | +40,268 | 389.44% | Q1 2026 | May 15, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 49,481 | 2,454 | 2.35% | 2.28% | 69 | -846 | -1.68% | Q1 2026 | Apr 16, 2026 |
| World Investment Advisors | History | Added to | 47,896 | 2,376 | 0.04% | 0.04% | 70 | +625 | 1.32% | Q1 2026 | Apr 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 45,477 | 2,256 | 0.06% | 0.04% | 71 | +13,306 | 41.36% | Q1 2026 | Apr 13, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 44,629 | 2,214 | 0.16% | 0.15% | 72 | +952 | 2.18% | Q1 2026 | May 07, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 41,867 | 2,077 | 0.32% | 0.32% | 73 | +27 | 0.06% | Q1 2026 | May 06, 2026 |
| VIAWEALTH, LLC | History | Added to | 39,847 | 1,976 | 1.1% | 1.0% | 74 | +2,808 | 7.58% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 38,963 | 1,932 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 38,679 | 1,918 | 0.0% | 0.0% | 76 | +10,612 | 37.81% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 38,624 | 1,916 | 0.0% | 0.0% | 77 | -5,203 | -11.87% | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 37,810 | 1,814 | 0.12% | 0.12% | 78 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Park Edge Advisors, LLC | History | Added to | 35,786 | 1,775 | 0.41% | 0.37% | 79 | +1,468 | 4.28% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 34,993 | 1,736 | 0.01% | 0.01% | 80 | -428 | -1.21% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 34,545 | 1,713 | 0.02% | 0.02% | 81 | -3,479 | -9.15% | Q1 2026 | May 13, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 35,468 | 1,702 | 0.7% | 0.7% | 82 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 33,961 | 1,684 | 0.23% | — | 83 | +33,961 | New | Q1 2026 | Jun 01, 2026 |
| Composition Wealth, LLC | History | Added to | 33,228 | 1,648 | 0.02% | 0.01% | 84 | +14,746 | 79.79% | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 33,186 | 1,646 | 0.0% | — | 85 | +33,186 | New | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 32,714 | 1,622 | 0.05% | 0.03% | 86 | +2,763 | 9.23% | Q1 2026 | Apr 23, 2026 |
| Colonial River Investments, LLC | History | Added to | 32,283 | 1,601 | 0.57% | 0.53% | 87 | +1,382 | 4.47% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 32,134 | 1,594 | 0.0% | 0.0% | 88 | -788 | -2.39% | Q1 2026 | May 05, 2026 |
| Winter & Associates, Inc. | History | Reduced | 31,630 | 1,573 | 1.38% | 1.58% | 89 | -3,999 | -11.22% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 31,505 | 1,562 | 0.03% | 0.03% | 90 | -47 | -0.15% | Q1 2026 | May 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 31,386 | 1,557 | 0.02% | 0.02% | 91 | +1,245 | 4.13% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 30,879 | 1,531 | 0.0% | 0.0% | 92 | -31,478 | -50.48% | Q1 2026 | May 15, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 30,292 | 1,502 | 0.27% | 0.25% | 93 | +593 | 2.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 29,886 | 1,482 | 0.11% | — | 94 | +29,886 | New | Q1 2026 | Apr 28, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 28,447 | 1,411 | 0.14% | 0.12% | 95 | +930 | 3.38% | Q1 2026 | May 06, 2026 |
| Brookwood Investment Group LLC | History | Added to | 27,650 | 1,371 | 0.17% | 0.16% | 96 | +463 | 1.7% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 26,896 | 1,334 | 0.0% | 0.0% | 97 | -939 | -3.37% | Q1 2026 | May 07, 2026 |
| RDA Financial Network | History | No change | 26,872 | 1,333 | 0.33% | 0.31% | 98 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Invesco Ltd. | History | Added to | 26,400 | 1,309 | 0.0% | 0.0% | 99 | +569 | 2.2% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26,357 | 1,307 | 0.02% | 0.0% | 100 | +21,665 | 461.74% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 26,027 | 1,291 | 0.12% | 0.11% | 101 | +100 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 25,210 | 1,250 | 0.18% | 0.17% | 102 | +628 | 2.55% | Q1 2026 | May 26, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 25,122 | 1,246 | 0.1% | 0.03% | 103 | +18,464 | 277.32% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,835 | 1,232 | 0.01% | 0.01% | 104 | +1,142 | 4.82% | Q1 2026 | Apr 20, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 24,424 | 1,211 | 0.02% | 0.02% | 105 | -679 | -2.7% | Q1 2026 | Apr 10, 2026 |
| Patten Group, Inc. | History | Added to | 24,219 | 1,201 | 0.21% | 0.17% | 106 | +4,810 | 24.78% | Q1 2026 | Apr 24, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 23,496 | 1,165 | 0.07% | 0.06% | 107 | +1,250 | 5.62% | Q1 2026 | May 01, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 22,839 | 1,133 | 2.65% | — | 108 | +22,839 | New | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 22,804 | 1,131 | 0.01% | 0.01% | 109 | -3,503 | -13.32% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 21,645 | 1,073 | 0.0% | 0.0% | 110 | +12,645 | 140.5% | Q1 2026 | May 12, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 20,851 | 1,035 | 0.12% | 1.39% | 111 | -164,655 | -88.76% | Q1 2026 | Jun 01, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,740 | 1,028 | 0.01% | 0.01% | 112 | +481 | 2.37% | Q1 2026 | Apr 15, 2026 |
| CVA Family Office, LLC | History | Added to | 20,681 | 1,025 | 0.11% | 0.11% | 113 | +241 | 1.18% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | New | 20,589 | 1,021 | 0.02% | — | 114 | +20,589 | New | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 19,881 | 986 | 0.04% | 0.04% | 115 | -359 | -1.77% | Q1 2026 | Jun 18, 2026 |
| Sage Capital Management, LLC | History | Reduced | 19,590 | 972 | 0.46% | 0.44% | 116 | -48 | -0.24% | Q1 2026 | Apr 15, 2026 |
| McLean Asset Management Corp | History | No change | 18,821 | 933 | 0.16% | 0.17% | 117 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 18,791 | 932 | 0.0% | — | 118 | +18,791 | New | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 18,346 | 910 | 0.06% | 0.05% | 119 | +1,798 | 10.87% | Q1 2026 | Apr 27, 2026 |
| Code Waechter LLC | History | No change | 18,361 | 910 | 0.54% | 0.57% | 120 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 18,043 | 895 | 0.06% | 0.06% | 121 | -16 | -0.09% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 17,698 | 878 | 0.01% | — | 122 | +17,698 | New | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 16,951 | 840 | 0.06% | 0.06% | 123 | -906 | -5.07% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | New | 16,779 | 832 | 0.01% | — | 124 | +16,779 | New | Q1 2026 | May 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 16,270 | 807 | 0.01% | 0.01% | 125 | -1,352 | -7.67% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 16,240 | 805 | 0.01% | 0.02% | 126 | -4,920 | -23.25% | Q1 2026 | Jun 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 16,160 | 801 | 0.03% | 0.03% | 127 | -1,234 | -7.09% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 16,132 | 800 | 0.03% | 0.03% | 128 | +133 | 0.83% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 16,050 | 796 | 0.01% | 0.01% | 129 | -430 | -2.61% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 16,000 | 793 | 0.0% | — | 130 | +16,000 | New | Q1 2026 | May 14, 2026 |
| Eagle Strategies LLC | History | Added to | 15,663 | 777 | 0.09% | 0.08% | 131 | +3,105 | 24.73% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 15,489 | 768 | 0.04% | 0.04% | 132 | -330 | -2.09% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,913 | 763 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Investors Research Corp | History | Added to | 15,302 | 759 | 0.15% | 0.13% | 134 | +8 | 0.05% | Q1 2026 | Apr 03, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 15,141 | 751 | 0.4% | 0.42% | 135 | -659 | -4.17% | Q1 2026 | May 14, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 14,527 | 720 | 1.5% | 1.49% | 136 | -81 | -0.55% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 14,014 | 695 | 0.0% | — | 137 | +14,014 | New | Q1 2026 | May 14, 2026 |
| Curbstone Financial Management Corp | History | No change | 14,000 | 694 | 0.13% | 0.13% | 138 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 13,653 | 677 | 0.0% | 0.0% | 139 | +2,414 | 21.48% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 13,633 | 676 | 0.04% | 0.04% | 140 | -682 | -4.76% | Q1 2026 | Apr 15, 2026 |
| TrueWealth Advisors, LLC | History | No change | 13,629 | 676 | 0.17% | 0.17% | 141 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sigma Planning Corp | History | Reduced | 13,500 | 669 | 0.02% | 0.02% | 142 | -1,272 | -8.61% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 13,367 | 663 | 0.22% | 0.22% | 143 | -318 | -2.32% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 13,218 | 655 | 0.01% | 0.01% | 144 | -354 | -2.61% | Q1 2026 | May 01, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 13,044 | 647 | 0.0% | — | 145 | +13,044 | New | Q1 2026 | May 15, 2026 |
| SFMG, LLC | History | No change | 12,872 | 638 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,692 | 629 | 0.01% | 0.01% | 147 | +762 | 6.39% | Q1 2026 | Apr 14, 2026 |
| PFG Investments, LLC | History | Added to | 12,682 | 629 | 0.03% | 0.03% | 148 | +503 | 4.13% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Added to | 12,646 | 627 | 0.0% | 0.0% | 149 | +4,274 | 51.05% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,606 | 623 | 0.01% | 0.01% | 150 | +5 | 0.04% | Q1 2026 | Apr 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 12,541 | 622 | 0.01% | — | 151 | +12,541 | New | Q1 2026 | May 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 12,388 | 614 | 0.05% | 0.04% | 152 | +147 | 1.2% | Q1 2026 | Apr 10, 2026 |
| Financial Insights, Inc. | History | Added to | 12,350 | 612 | 0.2% | 0.19% | 153 | +700 | 6.01% | Q1 2026 | May 18, 2026 |
| &PARTNERS | History | Added to | 12,255 | 607 | 0.0% | 0.0% | 154 | +724 | 6.28% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 11,793 | 585 | 0.06% | 0.07% | 155 | -2,200 | -15.72% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | Added to | 11,537 | 572 | 0.02% | 0.02% | 156 | +1,209 | 11.71% | Q1 2026 | Apr 22, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 11,400 | 565 | 0.06% | 0.04% | 157 | +3,150 | 38.18% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 11,329 | 562 | 0.02% | 0.02% | 159 | +2 | 0.02% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 11,300 | 562 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 11,036 | 547 | 0.06% | 0.07% | 160 | -2,479 | -18.34% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 10,593 | 525 | 0.0% | 0.0% | 161 | -1,373 | -11.47% | Q1 2026 | Apr 27, 2026 |
| Apollon Financial, LLC | History | No change | 10,577 | 524 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 10,284 | 510 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Regal Investment Advisors LLC | History | Added to | 10,229 | 507 | 0.03% | 0.03% | 164 | +100 | 0.99% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,850 | 488 | 0.03% | 0.03% | 165 | +249 | 2.59% | Q1 2026 | Apr 24, 2026 |
| Private Advisory Group LLC | History | New | 9,799 | 486 | 0.03% | — | 168 | +9,799 | New | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 9,809 | 486 | 0.01% | 0.0% | 166 | +5,569 | 131.34% | Q1 2026 | May 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 9,816 | 486 | 0.08% | 0.07% | 167 | +889 | 9.96% | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,728 | 482 | 0.02% | 0.03% | 169 | +3,680 | 60.85% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | No change | 9,663 | 477 | 0.04% | 0.03% | 170 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hilltop Holdings Inc. | History | Added to | 9,018 | 447 | 0.04% | 0.03% | 171 | +2 | 0.02% | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 8,950 | 444 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HighPoint Advisor Group LLC | History | New | 8,779 | 435 | 0.02% | — | 173 | +8,779 | New | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,863 | 434 | 0.01% | 0.01% | 174 | -655 | -6.88% | Q1 2026 | Apr 09, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 8,715 | 432 | 0.01% | 0.22% | 175 | -131,521 | -93.79% | Q1 2026 | May 05, 2026 |
| Talon Private Wealth, LLC | History | New | 8,710 | 432 | 0.06% | — | 176 | +8,710 | New | Q1 2026 | May 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 8,707 | 431 | 0.09% | 0.1% | 177 | -200 | -2.25% | Q1 2026 | Apr 09, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | New | 8,538 | 423 | 0.31% | — | 178 | +8,538 | New | Q1 2026 | May 15, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 8,382 | 415 | 0.27% | 0.27% | 179 | -414 | -4.71% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 8,365 | 414 | 0.0% | 0.0% | 180 | +778 | 10.25% | Q1 2026 | May 15, 2026 |
| Second Half Financial Partners, LLC | History | Reduced | 8,347 | 414 | 0.19% | 0.18% | 181 | -42 | -0.5% | Q1 2026 | May 11, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 8,300 | 411 | 0.06% | 0.06% | 182 | -1,000 | -10.75% | Q1 2026 | May 15, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 8,268 | 410 | 0.39% | 0.01% | 183 | +8,118 | 5412.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 8,224 | 407 | 0.35% | 0.34% | 184 | -55 | -0.66% | Q1 2026 | May 11, 2026 |
| Quartz Partners, LLC | History | No change | 8,131 | 403 | 0.16% | 0.15% | 185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 8,127 | 401 | 0.02% | 0.02% | 186 | -522 | -6.04% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,068 | 400 | 0.0% | 0.0% | 187 | +69 | 0.86% | Q1 2026 | Apr 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,996 | 396 | 0.0% | 0.0% | 188 | +425 | 5.61% | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | Reduced | 7,944 | 394 | 0.14% | 0.13% | 189 | -192 | -2.36% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,791 | 392 | 0.03% | 0.03% | 190 | -96 | -1.22% | Q1 2026 | May 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 7,851 | 389 | 0.01% | — | 191 | +7,851 | New | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,789 | 386 | 0.0% | 0.0% | 192 | +5,523 | 243.73% | Q1 2026 | May 01, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 7,633 | 378 | 0.04% | 0.04% | 193 | +93 | 1.23% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,522 | 373 | 0.01% | 0.01% | 194 | -500 | -6.23% | Q1 2026 | Apr 08, 2026 |
| First Heartland Consultants, Inc. | History | No change | 7,495 | 371 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,333 | 363 | 0.0% | 0.0% | 196 | +864 | 13.36% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 7,300 | 362 | 0.0% | 0.0% | 197 | -4,400 | -37.61% | Q1 2026 | May 13, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 7,033 | 348 | 0.2% | 0.17% | 198 | +116 | 1.68% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,967 | 344 | 0.02% | 0.05% | 199 | -7,626 | -52.26% | Q1 2026 | May 01, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 6,918 | 343 | 0.17% | 0.12% | 200 | +2,136 | 44.67% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 6,671 | 330 | 0.0% | 0.0% | 201 | -768 | -10.32% | Q1 2026 | Apr 23, 2026 |
| NCM Capital Management, LLC | History | Added to | 6,570 | 325 | 0.12% | 0.12% | 202 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,418 | 318 | 0.0% | 0.0% | 203 | -6,537 | -50.46% | Q1 2026 | Apr 29, 2026 |
| Continuum Advisory, LLC | History | Added to | 6,238 | 309 | 0.03% | 0.03% | 204 | +493 | 8.58% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,202 | 307 | 0.02% | 0.02% | 205 | +268 | 4.52% | Q1 2026 | Apr 14, 2026 |
| Haverford Trust Co | History | No change | 6,000 | 297 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | No change | 5,991 | 297 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,956 | 295 | 0.01% | 0.01% | 208 | +252 | 4.42% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,943 | 294 | 0.01% | 0.01% | 209 | +72 | 1.23% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 5,991 | 287 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Herold Advisors, Inc. | History | Added to | 5,715 | 283 | 0.06% | 0.06% | 211 | +6 | 0.11% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 5,689 | 282 | 0.02% | 0.02% | 212 | -553 | -8.86% | Q1 2026 | May 05, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 5,577 | 276 | 0.01% | 0.01% | 213 | +69 | 1.25% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,574 | 276 | 0.0% | 0.0% | 214 | +27 | 0.49% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | New | 5,539 | 274 | 0.0% | — | 215 | +5,539 | New | Q1 2026 | May 13, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 5,425 | 269 | 0.02% | 0.02% | 216 | -385 | -6.63% | Q1 2026 | Apr 30, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 5,385 | 267 | 0.1% | 0.09% | 217 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 5,351 | 264 | 0.0% | 0.0% | 218 | -75 | -1.38% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 5,286 | 262 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 5,189 | 257 | 0.01% | — | 220 | +5,189 | New | Q1 2026 | May 11, 2026 |
| Finward Bancorp | History | Reduced | 5,151 | 255 | 0.2% | 0.25% | 221 | -1,570 | -23.36% | Q1 2026 | Apr 10, 2026 |
| Waterloo Capital, L.P. | History | No change | 5,147 | 255 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Reduced | 5,081 | 252 | 0.01% | 0.03% | 223 | -11,273 | -68.93% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,017 | 248 | 0.01% | 0.01% | 224 | +131 | 2.68% | Q1 2026 | May 12, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 4,956 | 245 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 4,930 | 244 | 0.12% | 0.11% | 226 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Added to | 4,912 | 243 | 0.0% | 0.0% | 227 | +649 | 15.22% | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 4,877 | 241 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 4,800 | 238 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 4,599 | 228 | 0.03% | 0.12% | 230 | -13,283 | -74.28% | Q1 2026 | May 15, 2026 |
| TrustBank | History | No change | 4,590 | 227 | 0.09% | 0.09% | 231 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | New | 4,566 | 226 | 0.0% | — | 232 | +4,566 | New | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | No change | 4,553 | 225 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 4,515 | 222 | 0.08% | 0.08% | 234 | +355 | 8.53% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 4,500 | 216 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 4,340 | 215 | 0.04% | 0.03% | 236 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Taylor Securities Services, Inc. | History | Added to | 4,330 | 214 | 0.1% | 0.09% | 237 | +40 | 0.93% | Q1 2026 | May 14, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 4,247 | 210 | 0.01% | 0.02% | 238 | -3,612 | -45.96% | Q1 2026 | May 01, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | New | 4,200 | 208 | 0.1% | — | 239 | +4,200 | New | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,192 | 207 | 0.0% | — | 241 | +4,192 | New | Q1 2026 | May 11, 2026 |
| Heritage Trust Co | History | No change | 4,180 | 207 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Armbruster Capital Management, Inc. | History | New | 4,171 | 206 | 0.03% | — | 245 | +4,171 | New | Q1 2026 | Apr 21, 2026 |
| PDS Planning, Inc | History | New | 4,156 | 206 | 0.01% | — | 244 | +4,156 | New | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 4,164 | 206 | 0.01% | 0.01% | 242 | -47 | -1.12% | Q1 2026 | Apr 30, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 4,164 | 206 | 0.1% | 0.09% | 243 | -30 | -0.72% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Reduced | 4,040 | 200 | 0.0% | 0.01% | 246 | -1,726 | -29.93% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 4,039 | 200 | 0.01% | 0.01% | 247 | +101 | 2.56% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,701 | 183 | 0.0% | 0.0% | 248 | +451 | 13.88% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,632 | 180 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Copia Wealth Management | History | Reduced | 3,400 | 168 | 0.12% | 0.14% | 250 | -802 | -19.09% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,203 | 158 | 0.0% | 0.0% | 251 | +3,076 | 2422.05% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 3,100 | 153 | 0.0% | 0.0% | 252 | -22,600 | -87.94% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,875 | 142 | 0.0% | 0.0% | 253 | -736 | -20.38% | Q1 2026 | Apr 13, 2026 |
| Olistico Wealth, LLC | History | Reduced | 2,804 | 139 | 0.07% | 0.07% | 254 | -357 | -11.29% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,608 | 129 | 0.0% | 0.0% | 255 | -555 | -17.55% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 2,582 | 128 | 0.0% | 0.0% | 256 | -316 | -10.9% | Q1 2026 | May 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 2,573 | 127 | 0.37% | 0.35% | 257 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 2,565 | 127 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,324 | 115 | 0.0% | 0.0% | 259 | +415 | 21.74% | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | Added to | 2,166 | 107 | 0.0% | 0.0% | 260 | +1,033 | 91.17% | Q1 2026 | May 14, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,152 | 106 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,065 | 102 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| IFS Advisors, LLC | History | No change | 2,072 | 102 | 0.05% | 0.05% | 263 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TSFG, LLC | History | Reduced | 2,000 | 99 | 0.02% | 0.01% | 264 | -1 | -0.05% | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Added to | 1,875 | 93 | 0.0% | 0.0% | 265 | +17 | 0.91% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 1,633 | 81 | 0.0% | 0.0% | 266 | +982 | 150.84% | Q1 2026 | May 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 1,638 | 81 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 1,616 | 80 | 0.04% | 0.02% | 269 | +11 | 0.69% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,620 | 80 | 0.0% | 0.0% | 268 | -1 | -0.06% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 1,548 | 77 | 0.01% | 0.01% | 270 | -515 | -24.96% | Q1 2026 | Apr 16, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,407 | 69 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,375 | 68 | 0.0% | — | 274 | +1,375 | New | Q1 2026 | May 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,368 | 68 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,428 | 68 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NFSG Corp | History | Added to | 1,369 | 67 | 0.01% | 0.01% | 275 | +2 | 0.15% | Q1 2026 | May 05, 2026 |
| 10Elms LLP | History | No change | 1,363 | 67 | 0.04% | 0.06% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,221 | 60 | 0.0% | 0.0% | 277 | +419 | 52.24% | Q1 2026 | May 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,215 | 60 | 0.0% | 0.0% | 278 | -135 | -10.0% | Q1 2026 | Apr 20, 2026 |
| Financial Perspectives, Inc | History | No change | 1,226 | 60 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | No change | 1,207 | 59 | 0.01% | 0.02% | 280 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,187 | 58 | 0.0% | 0.0% | 281 | -249 | -17.34% | Q1 2026 | Apr 17, 2026 |
| Luminist Capital LLC | History | New | 1,058 | 52 | 0.07% | — | 282 | +1,058 | New | Q1 2026 | Apr 24, 2026 |
| Boreal Capital Management LLC | History | No change | 1,000 | 49 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 984 | 48 | 0.02% | 0.03% | 284 | -693 | -41.32% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 961 | 47 | 0.0% | 0.0% | 285 | -510 | -34.67% | Q1 2026 | May 13, 2026 |
| Robinswood Financial LLC | History | New | 943 | 46 | 0.06% | — | 286 | +943 | New | Q1 2026 | Jun 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 900 | 44 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 861 | 41 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Global Assets Advisory, LLC | History | New | 793 | 39 | 0.01% | — | 290 | +793 | New | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 822 | 39 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Freedom, LLC | History | Added to | 763 | 37 | 0.02% | 0.02% | 291 | +5 | 0.66% | Q1 2026 | Apr 30, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 724 | 35 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 670 | 33 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | No change | 625 | 31 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunrise Financial Services, LLC | History | No change | 611 | 30 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 586 | 29 | 0.0% | 0.0% | 296 | -108 | -15.56% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Added to | 548 | 27 | 0.0% | 0.0% | 298 | +7 | 1.29% | Q1 2026 | Apr 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 560 | 27 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Trust Co | History | Added to | 532 | 26 | 0.0% | 0.0% | 300 | +2 | 0.38% | Q1 2026 | Apr 13, 2026 |
| MCF Advisors LLC | History | No change | 541 | 26 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 11, 2026 |