Invesco Exchange-Traded Fund Trust II - SPLV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FSC Wealth Advisors, LLC | History | Reduced | 6,842 | 500,451 | 9.55% | 4.49% | 1 | -31,887 | -82.33% | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,142,652 | 449,273 | 0.03% | 0.03% | 2 | -476,856 | -7.2% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,871,322 | 356,288 | 0.02% | 0.02% | 3 | +320,676 | 7.05% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 4,156,600 | 304,013 | 0.25% | 0.27% | 4 | +1,522,400 | 57.79% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,030,571 | 221,655 | 0.06% | 0.06% | 5 | -219,214 | -6.75% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 2,360,158 | 172,621 | 0.01% | 0.01% | 6 | +169,019 | 7.71% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,794,722 | 131,355 | 0.03% | 0.02% | 7 | +563,426 | 45.76% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,676,849 | 122,644 | 0.02% | 0.02% | 8 | +65,992 | 4.1% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,484,047 | 108,544 | 0.02% | 0.02% | 9 | -101,163 | -6.38% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 1,195,950 | 87,471 | 0.01% | 0.01% | 10 | -146,822 | -10.93% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,124,700 | 82,260 | 0.11% | 0.11% | 11 | -56,926 | -4.82% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,024,880 | 74,959 | 0.04% | 0.04% | 12 | -46,236 | -4.32% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 983,247 | 71,914 | 0.01% | 0.01% | 13 | -295,465 | -23.11% | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 951,612 | 69,600 | 0.51% | 0.09% | 14 | +789,991 | 488.79% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 937,659 | 68,579 | 0.02% | 0.02% | 15 | +1,779 | 0.19% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 855,300 | 62,556 | 0.01% | 0.01% | 16 | +29,364 | 3.56% | Q1 2026 | May 05, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 690,000 | 50,466 | 2.0% | 1.87% | 17 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 605,141 | 44,260 | 0.01% | 0.01% | 18 | +15,583 | 2.64% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 586,943 | 42,934 | 0.06% | 0.05% | 19 | +60,115 | 11.41% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 560,186 | 40,971 | 0.47% | 0.44% | 20 | +22,662 | 4.22% | Q1 2026 | Apr 16, 2026 |
| Junto Capital Management LP | History | New | 548,375 | 40,108 | 0.85% | — | 21 | +548,375 | New | Q1 2026 | May 15, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 529,813 | 38,750 | 6.35% | 6.05% | 22 | +25,684 | 5.09% | Q1 2026 | Apr 21, 2026 |
| GENWORTH FINANCIAL INC | History | Added to | 476,493 | 34,850 | 8.15% | 7.59% | 23 | +2,637 | 0.56% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 441,308 | 32,277 | 0.03% | 0.04% | 24 | -27,072 | -5.78% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 410,265 | 30,006 | 0.11% | 0.12% | 25 | +83 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 405,025 | 29,624 | 0.08% | 0.05% | 26 | +138,082 | 51.73% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 403,201 | 29,490 | 0.02% | 0.01% | 27 | +215,745 | 115.09% | Q1 2026 | May 07, 2026 |
| Berman McAleer LLC | History | Added to | 377,051 | 27,577 | 3.76% | 3.55% | 28 | +12,945 | 3.56% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 369,048 | 26,992 | 0.13% | 0.12% | 29 | +6,246 | 1.72% | Q1 2026 | Apr 24, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 365,651 | 26,743 | 3.09% | 3.36% | 30 | -11,913 | -3.16% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 359,302 | 26,150 | 0.0% | 0.0% | 31 | +46,310 | 14.8% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 351,128 | 25,681 | 0.38% | 0.38% | 32 | -1,385 | -0.39% | Q1 2026 | Apr 09, 2026 |
| Painted Porch Advisors LLC | History | Added to | 323,783 | 23,681 | 11.3% | 8.89% | 33 | +14,390 | 4.65% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 327,515 | 23,636 | 0.01% | 0.01% | 34 | +38,464 | 13.31% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 319,953 | 23,401 | 0.2% | 0.3% | 35 | -104,307 | -24.59% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 301,300 | 22,037 | 0.06% | 0.05% | 36 | +25,847 | 9.38% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 297,219 | 21,738 | 0.03% | 0.06% | 37 | -216,404 | -42.13% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 284,434 | 20,804 | 0.05% | 0.05% | 38 | -2,515 | -0.88% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 280,079 | 20,485 | 0.31% | 0.31% | 39 | -10,724 | -3.69% | Q1 2026 | May 01, 2026 |
| Empowered Funds, LLC | History | Reduced | 274,963 | 20,110 | 0.13% | 0.39% | 40 | -45,917 | -14.31% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 274,758 | 20,095 | 1.12% | 1.32% | 41 | -41,891 | -13.23% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 267,894 | 19,800 | 0.04% | 0.04% | 42 | -127,072 | -32.17% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 263,123 | 19,245 | 0.02% | 0.02% | 43 | +183 | 0.07% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 260,979 | 19,087 | 1.39% | 1.23% | 44 | +16,483 | 6.74% | Q1 2026 | May 05, 2026 |
| FineMark National Bank & Trust | History | No change | 262,376 | 18,738 | 0.58% | 0.58% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 249,052 | 18,215 | 2.01% | — | 46 | +249,052 | New | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 246,947 | 18,061 | 0.02% | 0.02% | 47 | -13,765 | -5.28% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 245,526 | 17,536 | 0.11% | 0.26% | 48 | -290,839 | -54.22% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | New | 220,712 | 16,142 | 0.08% | — | 49 | +220,712 | New | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 202,254 | 14,792 | 0.72% | 0.08% | 50 | +180,042 | 810.56% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 201,279 | 14,722 | 0.24% | 0.27% | 51 | -26,609 | -11.68% | Q1 2026 | Apr 14, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 194,258 | 14,208 | 12.79% | 6.55% | 52 | +101,277 | 108.92% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 186,806 | 13,663 | 0.04% | 0.05% | 53 | -44,843 | -19.36% | Q1 2026 | May 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 180,524 | 13,203 | 1.15% | 1.94% | 54 | -127,650 | -41.42% | Q1 2026 | May 08, 2026 |
| Ballast, Inc. | History | Added to | 170,890 | 12,498 | 2.89% | 2.83% | 55 | +1,810 | 1.07% | Q1 2026 | May 15, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 169,255 | 12,379 | 7.5% | 6.76% | 56 | +14,512 | 9.38% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 163,853 | 11,984 | 0.67% | 0.66% | 57 | -96 | -0.06% | Q1 2026 | Apr 20, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 162,048 | 11,852 | 3.95% | 3.81% | 58 | -4,303 | -2.59% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 161,061 | 11,779 | 0.02% | 0.02% | 59 | -10,074 | -5.89% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 157,085 | 11,489 | 1.8% | 1.84% | 60 | -5,890 | -3.61% | Q1 2026 | Apr 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 156,789 | 11,468 | 1.3% | 1.39% | 61 | -15,897 | -9.21% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | Added to | 154,147 | 11,274 | 0.12% | 0.0% | 62 | +151,294 | 5302.98% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 151,568 | 11,085 | 0.01% | 0.03% | 63 | -324,819 | -68.18% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 146,450 | 10,711 | 0.75% | 0.07% | 64 | +132,345 | 938.28% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 146,402 | 10,707 | 0.01% | 0.01% | 65 | +10,665 | 7.86% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 144,672 | 10,581 | 0.01% | 0.01% | 66 | +12,684 | 9.61% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 143,832 | 10,519 | 0.06% | 0.06% | 67 | -1,187 | -0.82% | Q1 2026 | May 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 135,924 | 9,941 | 2.69% | 2.45% | 68 | -3,042 | -2.19% | Q1 2026 | Apr 28, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 133,188 | 9,741 | 3.86% | 3.81% | 69 | -4,132 | -3.01% | Q1 2026 | May 14, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 130,017 | 9,462 | 0.56% | 0.5% | 70 | +60 | 0.05% | Q1 2026 | May 14, 2026 |
| Opes Wealth Management LLC | History | Added to | 125,909 | 9,208 | 1.51% | 1.41% | 71 | +4,699 | 3.88% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Reduced | 120,124 | 8,785 | 0.01% | 0.01% | 72 | -1,224 | -1.01% | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | Reduced | 118,044 | 8,688 | 0.68% | 0.94% | 73 | -34,066 | -22.4% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 118,203 | 8,645 | 0.2% | 0.21% | 74 | -3,146 | -2.59% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | New | 116,865 | 8,547 | 0.98% | — | 75 | +116,865 | New | Q1 2026 | Apr 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 115,672 | 8,460 | 1.83% | 1.06% | 76 | +47,423 | 69.49% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 113,560 | 8,305 | 0.01% | 0.01% | 77 | +9,347 | 8.97% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 107,139 | 7,836 | 0.01% | 0.01% | 78 | -3,373 | -3.05% | Q1 2026 | Apr 27, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 106,996 | 7,825 | 2.61% | 2.63% | 79 | -4,857 | -4.34% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 101,591 | 7,430 | 0.04% | 0.04% | 80 | -1,520 | -1.47% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Added to | 100,901 | 7,379 | 0.05% | 0.05% | 81 | +19 | 0.02% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Added to | 97,563 | 7,135 | 0.04% | 0.01% | 82 | +65,697 | 206.17% | Q1 2026 | May 13, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 94,664 | 7,050 | 6.4% | 6.08% | 83 | +1,314 | 1.41% | Q1 2026 | May 07, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Added to | 93,384 | 6,830 | 5.37% | 5.21% | 84 | +5,388 | 6.12% | Q1 2026 | Apr 16, 2026 |
| Focus Partners Wealth | History | Added to | 85,251 | 6,775 | 0.01% | 0.01% | 85 | +2,970 | 3.61% | Q1 2026 | May 14, 2026 |
| First PREMIER Bank | History | Reduced | 91,138 | 6,666 | 1.54% | 1.56% | 86 | -4,151 | -4.36% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 90,751 | 6,638 | 0.05% | 0.05% | 87 | +10,057 | 12.46% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 86,420 | 6,320 | 0.02% | 0.01% | 88 | +5,804 | 7.2% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 86,074 | 6,295 | 0.0% | 0.0% | 89 | +78 | 0.09% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 84,621 | 6,189 | 1.63% | 1.4% | 90 | -1,350 | -1.57% | Q1 2026 | May 11, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 83,141 | 6,080 | 3.76% | 3.35% | 91 | +3,231 | 4.04% | Q1 2026 | May 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 81,898 | 5,989 | 2.91% | 2.98% | 92 | -1,869 | -2.23% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 81,738 | 5,978 | 0.02% | 0.03% | 93 | -3,775 | -4.41% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | New | 81,641 | 5,971 | 0.08% | — | 94 | +81,641 | New | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 81,190 | 5,938 | 0.33% | 0.32% | 95 | +1,944 | 2.45% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 77,018 | 5,633 | 0.19% | 0.11% | 96 | -7,222 | -8.57% | Q1 2026 | Apr 23, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 75,277 | 5,505 | 0.37% | 0.27% | 97 | +19,281 | 34.43% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | Reduced | 75,181 | 5,498 | 0.1% | 0.1% | 98 | -2,222 | -2.87% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 74,675 | 5,461 | 0.17% | 0.16% | 99 | +4,666 | 6.66% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 70,988 | 5,192 | 2.55% | 2.41% | 100 | +3,441 | 5.09% | Q1 2026 | Apr 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 72,480 | 5,176 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 69,920 | 5,113 | 2.8% | 2.47% | 102 | +8,627 | 14.08% | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 69,531 | 5,085 | 0.33% | 0.32% | 103 | +1,891 | 2.8% | Q1 2026 | Apr 15, 2026 |
| TSG Advice Partners, LLC | History | New | 69,436 | 5,078 | 0.76% | — | 104 | +69,436 | New | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 68,812 | 5,033 | 0.16% | 0.04% | 105 | +53,423 | 347.15% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 65,882 | 4,705 | 0.36% | 0.36% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 63,911 | 4,674 | 0.99% | 1.01% | 107 | -3,020 | -4.51% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 63,687 | 4,658 | 0.01% | 0.01% | 108 | -547 | -0.85% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 63,509 | 4,645 | 0.01% | 0.01% | 109 | -174 | -0.27% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 60,464 | 4,503 | 0.74% | 0.67% | 110 | +5,851 | 10.71% | Q1 2026 | May 08, 2026 |
| G&S Capital LLC | History | Added to | 61,199 | 4,476 | 1.57% | 1.44% | 111 | +4,269 | 7.5% | Q1 2026 | Apr 07, 2026 |
| CITIGROUP INC | History | Reduced | 57,793 | 4,226 | 0.0% | 0.0% | 112 | -44,186 | -43.33% | Q1 2026 | May 11, 2026 |
| Israel Discount Bank of New York | History | Added to | 57,754 | 4,224 | 9.27% | 4.54% | 113 | +34,390 | 147.19% | Q1 2026 | Apr 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 55,648 | 4,070 | 0.08% | 0.08% | 114 | +4,101 | 7.96% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 55,502 | 4,059 | 0.02% | 0.02% | 115 | -3,495 | -5.92% | Q1 2026 | May 08, 2026 |
| Klingman & Associates, LLC | History | Reduced | 55,186 | 4,036 | 0.19% | 0.19% | 116 | -549 | -0.99% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 54,779 | 4,006 | 0.09% | 0.09% | 117 | +3,928 | 7.72% | Q1 2026 | May 15, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 54,576 | 3,991 | 1.46% | 1.41% | 118 | -1,770 | -3.14% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 52,645 | 3,850 | 0.17% | 0.18% | 119 | -544 | -1.02% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 51,889 | 3,795 | 0.02% | 0.02% | 120 | -1,337 | -2.51% | Q1 2026 | May 05, 2026 |
| Pacific Center for Financial Services | History | Reduced | 50,841 | 3,718 | 0.94% | 1.07% | 121 | -6,434 | -11.23% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 49,521 | 3,621 | 0.16% | 0.17% | 122 | -380 | -0.76% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 49,163 | 3,595 | 0.13% | 0.14% | 123 | -6,996 | -12.46% | Q1 2026 | Apr 14, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 48,734 | 3,564 | 1.51% | 1.51% | 124 | +212 | 0.44% | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 48,622 | 3,556 | 0.0% | 0.07% | 125 | -2,591,578 | -98.16% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Reduced | 48,183 | 3,524 | 0.16% | 0.19% | 126 | -9,605 | -16.62% | Q1 2026 | Apr 27, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 46,293 | 3,423 | 0.08% | 0.01% | 127 | +38,782 | 516.34% | Q1 2026 | May 13, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 46,402 | 3,393 | 0.82% | 0.81% | 128 | -216 | -0.46% | Q1 2026 | May 05, 2026 |
| Corundum Group, Inc. | History | Added to | 46,346 | 3,389 | 1.13% | 0.93% | 129 | +7,539 | 19.43% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 46,175 | 3,377 | 0.04% | 0.04% | 130 | -615 | -1.31% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45,310 | 3,322 | 0.03% | 0.03% | 131 | +166 | 0.37% | Q1 2026 | Apr 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 44,303 | 3,240 | 0.07% | 0.07% | 132 | -1,689 | -3.67% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 44,174 | 3,230 | 0.56% | 0.57% | 133 | -1,798 | -3.91% | Q1 2026 | May 12, 2026 |
| TruWealth Advisors, LLC | History | Added to | 43,337 | 3,169 | 0.15% | 0.14% | 134 | +2,368 | 5.78% | Q1 2026 | Apr 09, 2026 |
| UMB Bank, n.a. | History | Reduced | 43,221 | 3,161 | 0.04% | 0.05% | 135 | -10,985 | -20.27% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 42,790 | 3,129 | 0.02% | 0.03% | 136 | -5,102 | -10.65% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 42,366 | 3,098 | 0.11% | 0.13% | 137 | +1,720 | 4.23% | Q1 2026 | May 19, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 42,099 | 3,079 | 0.88% | 0.86% | 138 | -201 | -0.48% | Q1 2026 | May 01, 2026 |
| Banque Transatlantique SA | History | New | 41,311 | 3,021 | 0.07% | — | 139 | +41,311 | New | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 40,830 | 2,986 | 0.08% | 0.09% | 140 | -5,231 | -11.36% | Q1 2026 | May 12, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 40,238 | 2,943 | 0.62% | 0.67% | 142 | +2,829 | 7.56% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 40,252 | 2,943 | 0.05% | 0.06% | 141 | -568 | -1.39% | Q1 2026 | May 18, 2026 |
| WT Wealth Management | History | Added to | 39,946 | 2,921 | 0.87% | 0.75% | 143 | +3,464 | 9.5% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 39,842 | 2,914 | 0.01% | 0.0% | 144 | +34,027 | 585.16% | Q1 2026 | May 01, 2026 |
| Diametric Capital, LP | History | New | 39,732 | 2,905 | 0.75% | — | 145 | +39,732 | New | Q1 2026 | May 15, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 39,669 | 2,901 | 1.58% | 1.56% | 146 | -221 | -0.55% | Q1 2026 | Apr 10, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 39,312 | 2,875 | 0.17% | 0.13% | 147 | +6,578 | 20.1% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 38,949 | 2,848 | 0.02% | 0.02% | 148 | -3,625 | -8.51% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 38,648 | 2,826 | 0.0% | 0.0% | 149 | -2,039 | -5.01% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | Reduced | 37,979 | 2,777 | 2.23% | 2.04% | 150 | -1,074 | -2.75% | Q1 2026 | May 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 37,002 | 2,706 | 0.36% | 0.33% | 151 | +1,198 | 3.35% | Q1 2026 | Apr 27, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 36,539 | 2,672 | 0.98% | 0.88% | 152 | +3,037 | 9.07% | Q1 2026 | Apr 17, 2026 |
| Schaeffer Financial LLC | History | Added to | 36,464 | 2,666 | 2.24% | 2.27% | 153 | +68 | 0.19% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 36,266 | 2,652 | 0.01% | 0.01% | 154 | -2,971 | -7.57% | Q1 2026 | May 15, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 37,098 | 2,649 | 0.83% | 0.83% | 155 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 35,955 | 2,629 | 0.18% | 0.17% | 156 | +1,436 | 4.16% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 36,812 | 2,629 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | New | 35,898 | 2,619 | 0.0% | — | 158 | +35,898 | New | Q1 2026 | Apr 30, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 35,380 | 2,587 | 0.26% | — | 159 | +35,380 | New | Q1 2026 | Apr 30, 2026 |
| Vigilare Wealth Management | History | Added to | 35,172 | 2,572 | 0.87% | 0.13% | 160 | +29,846 | 560.38% | Q1 2026 | Apr 01, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 35,165 | 2,571 | 0.13% | 0.15% | 161 | -12,618 | -26.41% | Q1 2026 | Apr 28, 2026 |
| Concentric Capital Strategies, LP | History | New | 34,921 | 2,554 | 0.22% | — | 162 | +34,921 | New | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 34,742 | 2,541 | 0.24% | 0.23% | 163 | +87 | 0.25% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 34,652 | 2,534 | 0.01% | 0.01% | 164 | +914 | 2.71% | Q1 2026 | May 13, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 34,423 | 2,517 | 0.59% | 0.65% | 165 | -4,929 | -12.53% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 33,668 | 2,462 | 0.01% | 0.01% | 166 | +432 | 1.3% | Q1 2026 | May 05, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 33,642 | 2,460 | 0.17% | 0.17% | 168 | +393 | 1.18% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 34,457 | 2,460 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 33,230 | 2,430 | 0.56% | 0.54% | 169 | +287 | 0.87% | Q1 2026 | Apr 17, 2026 |
| Advisors Preferred, LLC | History | Reduced | 33,222 | 2,429 | 0.36% | 0.49% | 170 | -9,426 | -22.1% | Q1 2026 | May 05, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 32,600 | 2,409 | 1.3% | 1.31% | 171 | +735 | 2.31% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 32,533 | 2,379 | 0.2% | 0.28% | 172 | -14,186 | -30.36% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 32,481 | 2,375 | 0.11% | 0.11% | 173 | -1,059 | -3.16% | Q1 2026 | May 05, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 32,079 | 2,346 | 2.02% | 2.22% | 174 | -3,712 | -10.37% | Q1 2026 | Apr 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 32,030 | 2,342 | 0.01% | 0.01% | 175 | +4,826 | 17.74% | Q1 2026 | May 14, 2026 |
| Avant Capital LLC | History | Reduced | 31,275 | 2,287 | 1.61% | 1.59% | 176 | -1,156 | -3.56% | Q1 2026 | May 12, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 31,163 | 2,279 | 0.9% | 0.95% | 177 | -1,969 | -5.94% | Q1 2026 | Apr 08, 2026 |
| FIRST HORIZON CORP | History | No change | 31,149 | 2,278 | 0.1% | 0.1% | 178 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Elevation Capital Advisory, LLC | History | New | 31,127 | 2,276 | 0.97% | — | 179 | +31,127 | New | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 119,513 | 2,230 | 0.1% | 0.04% | 180 | -19,341 | -13.93% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 30,181 | 2,207 | 0.03% | 0.03% | 181 | -1,479 | -4.67% | Q1 2026 | Apr 23, 2026 |
| Advisory Alpha, LLC | History | Added to | 30,142 | 2,204 | 0.06% | 0.05% | 182 | +2,687 | 9.79% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Added to | 29,773 | 2,177 | 0.18% | 0.17% | 183 | +992 | 3.45% | Q1 2026 | Apr 16, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 29,339 | 2,145 | 0.32% | 0.34% | 184 | -2,641 | -8.26% | Q1 2026 | Apr 29, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 28,918 | 2,115 | 0.12% | 0.13% | 185 | -899 | -3.02% | Q1 2026 | Apr 30, 2026 |
| Weaver Capital Management LLC | History | Reduced | 28,807 | 2,106 | 0.46% | 0.48% | 186 | -2,724 | -8.64% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 28,460 | 2,081 | 0.04% | 0.04% | 187 | -223 | -0.78% | Q1 2026 | May 07, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 28,431 | 2,079 | 0.21% | 0.24% | 188 | +2,138 | 8.13% | Q1 2026 | May 14, 2026 |
| MATTERS CAPITAL LLC | History | No change | 28,371 | 2,075 | 1.84% | 1.66% | 189 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 28,341 | 2,072 | 0.12% | 0.11% | 190 | +1,318 | 4.88% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | Added to | 27,329 | 1,998 | 0.38% | 0.36% | 191 | +1 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 26,988 | 1,973 | 0.01% | 0.01% | 192 | +6,126 | 29.36% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 26,823 | 1,961 | 0.01% | 0.01% | 193 | -7,704 | -22.31% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 26,423 | 1,923 | 0.07% | 0.01% | 194 | +22,234 | 530.77% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 26,246 | 1,919 | 0.05% | 0.11% | 195 | -34,443 | -56.75% | Q1 2026 | Apr 28, 2026 |
| Summit Global Investments | History | New | 25,822 | 1,889 | 0.11% | — | 196 | +25,822 | New | Q1 2026 | May 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 25,124 | 1,837 | 0.38% | 0.42% | 197 | -1,399 | -5.27% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 24,558 | 1,796 | 0.01% | 0.0% | 198 | -272 | -1.1% | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 24,295 | 1,776 | 0.11% | 0.1% | 199 | +17 | 0.07% | Q1 2026 | May 12, 2026 |
| Old North State Trust, LLC | History | No change | 24,155 | 1,767 | 1.05% | 1.02% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Verity Asset Management, Inc. | History | Added to | 23,958 | 1,752 | 0.73% | 0.28% | 203 | +14,814 | 162.01% | Q1 2026 | Apr 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 23,955 | 1,752 | 0.2% | 0.21% | 201 | -2,680 | -10.06% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,956 | 1,752 | 0.0% | 0.0% | 202 | +1,176 | 5.16% | Q1 2026 | May 15, 2026 |
| Great Waters Wealth Management | History | Reduced | 23,195 | 1,696 | 0.18% | 0.18% | 204 | -107 | -0.46% | Q1 2026 | Apr 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,424 | 1,640 | 0.0% | 0.0% | 205 | +11,370 | 102.86% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 22,214 | 1,624 | 0.1% | 0.1% | 206 | -472 | -2.08% | Q1 2026 | May 05, 2026 |
| Ridgewood Investments LLC | History | New | 22,107 | 1,616 | 0.66% | — | 207 | +22,107 | New | Q1 2026 | Apr 03, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 22,084 | 1,615 | 0.44% | 0.41% | 208 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 22,072 | 1,614 | 0.0% | 0.0% | 209 | -34,536 | -61.01% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 22,062 | 1,613 | 0.13% | 0.13% | 210 | -1,356 | -5.79% | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,906 | 1,602 | 0.02% | 0.01% | 211 | +13,810 | 170.58% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 21,772 | 1,592 | 0.84% | 0.92% | 212 | -1,514 | -6.5% | Q1 2026 | Apr 23, 2026 |
| Vise Technologies, Inc. | History | No change | 22,284 | 1,591 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | Added to | 21,691 | 1,586 | 0.12% | 0.1% | 214 | +13,133 | 153.46% | Q1 2026 | Apr 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 21,587 | 1,578 | 0.46% | 0.53% | 215 | -3,246 | -13.07% | Q1 2026 | Apr 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 20,934 | 1,531 | 0.01% | 0.01% | 216 | -1,839 | -8.08% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 20,730 | 1,516 | 0.02% | 0.02% | 217 | +45 | 0.22% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 20,524 | 1,501 | 0.02% | 0.05% | 218 | -46,103 | -69.2% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 20,464 | 1,496 | 0.03% | 0.03% | 219 | +1,360 | 7.12% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 20,276 | 1,482 | 0.09% | 0.09% | 220 | -866 | -4.1% | Q1 2026 | May 13, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 20,102 | 1,470 | 0.68% | 0.74% | 221 | -1,781 | -8.14% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 20,038 | 1,465 | 0.02% | 0.03% | 222 | -9,773 | -32.78% | Q1 2026 | Apr 28, 2026 |
| Verition Fund Management LLC | History | New | 20,000 | 1,462 | 0.01% | — | 223 | +20,000 | New | Q1 2026 | May 15, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 19,964 | 1,460 | 0.66% | 0.67% | 224 | -701 | -3.39% | Q1 2026 | Apr 24, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 19,778 | 1,446 | 1.21% | 1.17% | 225 | -35 | -0.18% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 19,757 | 1,445 | 0.04% | 0.03% | 226 | +5,780 | 41.35% | Q1 2026 | Apr 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 19,474 | 1,424 | 0.07% | 0.06% | 227 | +1,076 | 5.85% | Q1 2026 | Apr 28, 2026 |
| Santori & Peters, Inc. | History | Added to | 18,918 | 1,383 | 0.43% | 0.46% | 228 | +16 | 0.08% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 18,865 | 1,379 | 0.01% | 0.01% | 229 | -474 | -2.45% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,827 | 1,377 | 0.03% | 0.03% | 230 | +200 | 1.07% | Q1 2026 | May 11, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 18,774 | 1,373 | 0.43% | 0.44% | 231 | -1,285 | -6.41% | Q1 2026 | May 19, 2026 |
| Trilogy Capital Inc. | History | Reduced | 18,763 | 1,372 | 0.06% | 0.13% | 232 | -20,516 | -52.23% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 18,591 | 1,359 | 0.03% | 0.03% | 233 | +1,155 | 6.62% | Q1 2026 | Apr 07, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 18,529 | 1,355 | 0.31% | 0.3% | 234 | +256 | 1.4% | Q1 2026 | Apr 28, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 18,474 | 1,351 | 0.42% | 0.39% | 235 | +824 | 4.67% | Q1 2026 | Apr 29, 2026 |
| Midwest Financial Group LLC | History | Added to | 18,380 | 1,344 | 0.57% | 0.58% | 236 | +135 | 0.74% | Q1 2026 | Apr 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 18,328 | 1,340 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 18,095 | 1,323 | 0.93% | 0.84% | 238 | +53 | 0.29% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 17,891 | 1,321 | 0.02% | — | 240 | +17,891 | New | Q1 2026 | May 01, 2026 |
| MGB Wealth Management, LLC | History | No change | 18,498 | 1,321 | 0.38% | 0.38% | 239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 18,002 | 1,316 | 0.0% | 0.0% | 241 | -400 | -2.17% | Q1 2026 | May 15, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 17,803 | 1,302 | 0.8% | 0.74% | 242 | +94 | 0.53% | Q1 2026 | May 05, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 17,258 | 1,262 | 0.78% | 0.74% | 243 | +73 | 0.42% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 16,761 | 1,225 | 0.01% | 0.01% | 244 | +7,336 | 77.84% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 16,714 | 1,222 | 0.5% | 0.48% | 245 | -405 | -2.37% | Q1 2026 | Apr 24, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 16,440 | 1,202 | 0.46% | 0.87% | 246 | -16,242 | -49.7% | Q1 2026 | May 12, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 16,400 | 1,199 | 0.0% | 0.01% | 247 | -11,100 | -40.36% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 16,329 | 1,194 | 0.0% | 0.0% | 248 | -9 | -0.06% | Q1 2026 | May 13, 2026 |
| Heirloom Wealth Management | History | New | 16,248 | 1,188 | 0.21% | — | 249 | +16,248 | New | Q1 2026 | Apr 14, 2026 |
| Purpose Unlimited Inc. | History | Added to | 16,097 | 1,177 | 0.05% | 0.0% | 250 | +15,718 | 4147.23% | Q1 2026 | May 15, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 16,021 | 1,171 | 0.32% | 0.35% | 251 | -1,590 | -9.03% | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | No change | 15,980 | 1,168 | 0.1% | 0.09% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Intelligence, LLC | History | Reduced | 15,898 | 1,162 | 0.56% | 0.72% | 253 | -4,304 | -21.3% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,634 | 1,143 | 0.02% | 0.01% | 254 | +3,018 | 23.92% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 15,527 | 1,135 | 0.03% | 0.03% | 255 | +882 | 6.02% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,518 | 1,134 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fulcrum Equity Management | History | New | 15,440 | 1,129 | 1.09% | — | 257 | +15,440 | New | Q1 2026 | Apr 02, 2026 |
| SouthState Bank Corp | History | No change | 15,410 | 1,127 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 15,735 | 1,123 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 15,318 | 1,120 | 0.06% | 0.06% | 260 | +1 | 0.01% | Q1 2026 | Apr 23, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 14,956 | 1,093 | 0.43% | 0.46% | 261 | -1,551 | -9.4% | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 14,868 | 1,087 | 0.04% | 0.05% | 263 | +8,092 | 119.42% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 14,871 | 1,087 | 0.06% | 0.07% | 262 | -929 | -5.88% | Q1 2026 | Apr 09, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 14,776 | 1,080 | 0.59% | 0.58% | 264 | -235 | -1.57% | Q1 2026 | Apr 21, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 14,702 | 1,075 | 0.45% | 0.42% | 265 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 14,649 | 1,071 | 0.28% | 0.28% | 266 | +2 | 0.01% | Q1 2026 | Apr 09, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 14,282 | 1,044 | 0.2% | 0.19% | 267 | -23 | -0.16% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 14,241 | 1,041 | 0.1% | 0.1% | 268 | -59 | -0.41% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 14,160 | 1,035 | 0.0% | 0.0% | 269 | +13,815 | 4004.35% | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | Added to | 14,140 | 1,034 | 0.06% | 0.06% | 270 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| AG Asset Advisory, LLC | History | No change | 14,037 | 1,026 | 0.85% | 0.86% | 271 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 13,992 | 1,023 | 0.11% | 0.11% | 272 | -765 | -5.18% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 13,782 | 1,007 | 0.11% | 0.12% | 273 | -1,918 | -12.22% | Q1 2026 | May 04, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 13,640 | 997 | 0.25% | 0.28% | 275 | -2,805 | -17.06% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 13,639 | 997 | 0.03% | 0.03% | 274 | +45 | 0.33% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 13,628 | 996 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Variant Private Wealth, LLC | History | Added to | 13,583 | 993 | 1.2% | 1.0% | 277 | +70 | 0.52% | Q1 2026 | May 15, 2026 |
| TPG Advisors LLC | History | Reduced | 13,516 | 988 | 0.62% | 0.65% | 278 | -1,072 | -7.35% | Q1 2026 | Apr 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 13,178 | 963 | 0.0% | 0.0% | 279 | +7,452 | 130.14% | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 13,080 | 956 | 0.14% | 0.15% | 281 | -668 | -4.86% | Q1 2026 | Apr 22, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 13,167 | 956 | 0.13% | 0.12% | 280 | +602 | 4.79% | Q1 2026 | Apr 30, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 13,038 | 953 | 0.04% | 0.02% | 282 | +3,766 | 40.62% | Q1 2026 | May 14, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 13,000 | 951 | 0.08% | 0.06% | 283 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Taylor Securities Services, Inc. | History | Reduced | 12,907 | 944 | 0.44% | 0.44% | 285 | -518 | -3.86% | Q1 2026 | May 14, 2026 |
| Orca Investment Management, LLC | History | No change | 12,918 | 944 | 0.8% | 0.73% | 284 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,866 | 941 | 0.02% | 0.02% | 286 | -425 | -3.2% | Q1 2026 | May 15, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 12,856 | 940 | 0.21% | 0.2% | 287 | +28 | 0.22% | Q1 2026 | Apr 30, 2026 |
| Decker Wealth Management LLC | History | No change | 12,828 | 938 | 0.21% | 0.2% | 288 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PMG Wealth Management, Inc. | History | No change | 12,824 | 937 | 0.68% | 0.67% | 289 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 12,766 | 933 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 12,681 | 927 | 0.06% | 0.06% | 291 | -310 | -2.39% | Q1 2026 | Apr 27, 2026 |
| NorthRock Partners, LLC | History | Added to | 12,646 | 924 | 0.01% | 0.01% | 292 | +951 | 8.13% | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | No change | 12,643 | 924 | 0.29% | 0.29% | 293 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 12,635 | 924 | 0.06% | 0.05% | 294 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Added to | 12,608 | 922 | 0.02% | 0.02% | 295 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Round Rock Advisors LLC | History | No change | 12,558 | 918 | 0.14% | 0.13% | 296 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Reduced | 12,539 | 917 | 0.85% | 0.84% | 297 | -276 | -2.15% | Q1 2026 | Apr 07, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 12,486 | 915 | 0.05% | 0.04% | 298 | -427 | -3.31% | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Reduced | 12,490 | 913 | 0.03% | 0.05% | 299 | -3,165 | -20.22% | Q1 2026 | Apr 29, 2026 |
| Quantbot Technologies LP | History | New | 12,468 | 911 | 0.04% | — | 300 | +12,468 | New | Q1 2026 | May 13, 2026 |