INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - VRIG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Reduced | 13,118,584 | 328,423 | 0.05% | 0.05% | 1 | -219,818 | -1.65% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 5,164,951 | 129,304 | 0.03% | 0.04% | 2 | -483,539 | -8.56% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 2,875,404 | 71,985 | 0.0% | 0.0% | 3 | +628,867 | 27.99% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,781,949 | 44,611 | 0.01% | 0.0% | 4 | +789,612 | 79.57% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,447,770 | 36,252 | 0.05% | 0.04% | 5 | +362,680 | 33.42% | Q1 2026 | May 15, 2026 |
| Fiduciary Planning LLC | History | Added to | 989,787 | 24,779 | 7.48% | 7.45% | 6 | +11,851 | 1.21% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 838,914 | 21,002 | 0.01% | 0.0% | 7 | +227,496 | 37.21% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 811,540 | 20,316 | 0.02% | 0.02% | 8 | -30,822 | -3.66% | Q1 2026 | May 12, 2026 |
| Harfst & Associates, Inc. | History | Added to | 789,727 | 19,770 | 3.53% | 1.56% | 9 | +445,631 | 129.51% | Q1 2026 | May 12, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 680,973 | 17,048 | 7.41% | 7.48% | 10 | -15,880 | -2.28% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 609,520 | 15,298 | 0.1% | 0.1% | 11 | +8,587 | 1.43% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 564,242 | 14,125 | 0.0% | 0.0% | 12 | +145,901 | 34.88% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 543,151 | 13,597 | 0.01% | 0.01% | 13 | +108,220 | 24.88% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 509,921 | 12,765 | 0.25% | 0.25% | 14 | -2,409 | -0.47% | Q1 2026 | Apr 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 502,463 | 12,579 | 0.02% | 0.01% | 15 | +104,261 | 26.18% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 485,736 | 12,160 | 0.13% | 0.06% | 16 | +273,687 | 129.07% | Q1 2026 | Apr 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 469,425 | 11,752 | 1.69% | 1.75% | 17 | -4,719 | -1.0% | Q1 2026 | May 13, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 432,203 | 10,820 | 2.84% | 2.52% | 18 | +59,634 | 16.01% | Q1 2026 | Apr 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 429,364 | 10,749 | 0.49% | 0.55% | 19 | +32,846 | 8.28% | Q1 2026 | Apr 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 376,270 | 9,419 | 0.0% | 0.0% | 20 | +101,079 | 36.73% | Q1 2026 | May 04, 2026 |
| Vectors Research Management, LLC | History | Added to | 344,900 | 8,634 | 2.52% | 2.62% | 21 | +2,391 | 0.7% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 295,403 | 7,395 | 0.02% | 0.02% | 22 | -12,306 | -4.0% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 294,700 | 7,377 | 0.12% | 0.05% | 23 | +194,356 | 193.69% | Q1 2026 | May 18, 2026 |
| Auour Investments LLC | History | New | 293,991 | 7,360 | 2.31% | — | 24 | +293,991 | New | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 290,844 | 7,281 | 0.01% | 0.01% | 25 | -107,771 | -27.04% | Q1 2026 | May 05, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 281,604 | 7,049 | 0.39% | 0.4% | 26 | -2,408 | -0.85% | Q1 2026 | Apr 23, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 244,728 | 6,126 | 0.42% | 0.52% | 27 | -70,958 | -22.48% | Q1 2026 | May 05, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 236,800 | 5,928 | 0.44% | 0.41% | 28 | +5,284 | 2.28% | Q1 2026 | Apr 13, 2026 |
| E6 Portfolios, LLC | History | Added to | 234,635 | 5,874 | 6.12% | 5.16% | 29 | +54,838 | 30.5% | Q1 2026 | May 12, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 186,384 | 4,666 | 0.94% | 0.99% | 30 | +814 | 0.44% | Q1 2026 | Apr 24, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 180,692 | 4,523 | 0.51% | 0.52% | 31 | -9,643 | -5.07% | Q1 2026 | Apr 24, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 179,020 | 4,481 | 4.57% | 3.65% | 32 | +41,220 | 29.91% | Q1 2026 | Apr 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 178,084 | 4,458 | 1.05% | 1.11% | 33 | -4,944 | -2.7% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 175,804 | 4,401 | 0.02% | 0.02% | 34 | +2,118 | 1.22% | Q1 2026 | Apr 24, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 173,737 | 4,349 | 0.53% | 0.18% | 35 | +114,722 | 194.39% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 165,445 | 4,141 | 0.28% | 0.12% | 36 | +106,214 | 179.32% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 164,721 | 4,123 | 0.01% | 0.0% | 37 | +83,684 | 103.27% | Q1 2026 | Apr 27, 2026 |
| Blue Capital, Inc. | History | Added to | 164,202 | 4,110 | 2.68% | 2.21% | 38 | +40,589 | 32.84% | Q1 2026 | Apr 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 162,593 | 4,070 | 0.0% | 0.0% | 39 | +16,290 | 11.13% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 159,021 | 3,981 | 0.01% | 0.01% | 40 | -5,119 | -3.12% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 156,044 | 3,906 | 0.01% | 0.02% | 41 | +6,671 | 4.47% | Q1 2026 | Apr 30, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 152,257 | 3,811 | 0.22% | 0.24% | 42 | -8,573 | -5.33% | Q1 2026 | May 14, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 145,554 | 3,643 | 0.88% | 0.87% | 43 | +1,983 | 1.38% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 144,210 | 3,610 | 0.19% | 0.18% | 44 | -6,926 | -4.58% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | New | 141,838 | 3,560 | 0.01% | — | 45 | +141,838 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 130,512 | 3,267 | 0.25% | — | 46 | +130,512 | New | Q1 2026 | Apr 28, 2026 |
| ORG Partners LLC | History | No change | 129,264 | 3,245 | 0.57% | 0.57% | 47 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Leo Wealth, LLC | History | New | 131,440 | 3,106 | 0.23% | — | 48 | +131,440 | New | Q1 2026 | May 05, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 122,165 | 3,058 | 0.33% | 0.34% | 49 | -808 | -0.66% | Q1 2026 | Apr 24, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 117,833 | 2,949 | 0.98% | 1.09% | 50 | -13,402 | -10.21% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 116,392 | 2,913 | 0.18% | 0.18% | 51 | +1,317 | 1.14% | Q1 2026 | May 15, 2026 |
| Synergy Asset Management, LLC | History | New | 114,883 | 2,876 | 0.31% | — | 52 | +114,883 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 112,146 | 2,807 | 0.06% | 0.06% | 53 | +4,078 | 3.77% | Q1 2026 | Apr 13, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 109,011 | 2,729 | 0.48% | 0.08% | 54 | +90,920 | 502.57% | Q1 2026 | Apr 22, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 94,129 | 2,356 | 0.4% | 0.48% | 55 | -11,667 | -11.03% | Q1 2026 | Apr 30, 2026 |
| Elequin Capital, LP | History | Added to | 46,037 | 2,290 | 0.19% | 0.0% | 56 | +45,895 | 32320.42% | Q1 2026 | May 11, 2026 |
| Worth Asset Management, LLC | History | Added to | 91,357 | 2,287 | 0.85% | 0.6% | 57 | +34,508 | 60.7% | Q1 2026 | Apr 17, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 89,624 | 2,243 | 0.45% | 0.45% | 58 | +818 | 0.92% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 89,196 | 2,233 | 0.08% | 0.09% | 59 | -5,373 | -5.68% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 88,375 | 2,212 | 0.13% | 0.03% | 60 | +65,522 | 286.71% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 88,278 | 2,210 | 0.0% | 0.0% | 61 | +1,344 | 1.55% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 86,175 | 2,157 | 0.0% | 0.0% | 62 | +10,851 | 14.41% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 85,782 | 2,147 | 0.48% | 0.47% | 63 | +23 | 0.03% | Q1 2026 | Apr 10, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 83,881 | 2,099 | 0.55% | 0.28% | 64 | +43,291 | 106.65% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 82,985 | 2,077 | 0.05% | 0.05% | 65 | -4,979 | -5.66% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 81,280 | 2,034 | 0.05% | — | 66 | +81,280 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 78,451 | 1,964 | 0.0% | 0.0% | 67 | +64,240 | 452.04% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | New | 78,338 | 1,961 | 0.0% | — | 68 | +78,338 | New | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 77,919 | 1,949 | 0.12% | — | 69 | +77,919 | New | Q1 2026 | Apr 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 77,252 | 1,934 | 0.14% | 0.13% | 70 | +1,569 | 2.07% | Q1 2026 | Apr 20, 2026 |
| Inspire Advisors, LLC | History | Added to | 74,113 | 1,855 | 0.15% | 0.17% | 71 | +1,422 | 1.96% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 73,339 | 1,834 | 0.0% | 0.0% | 72 | +72,665 | 10781.16% | Q1 2026 | May 13, 2026 |
| 9823 Capital, L.P. | History | Added to | 67,173 | 1,681 | 1.27% | 0.97% | 73 | +11,163 | 19.93% | Q1 2026 | May 15, 2026 |
| Redwood Financial Network Corp | History | Added to | 65,700 | 1,644 | 1.08% | 0.9% | 74 | +9,344 | 16.58% | Q1 2026 | May 14, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 62,983 | 1,576 | 0.4% | 0.47% | 75 | -11,298 | -15.21% | Q1 2026 | Apr 10, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 61,977 | 1,551 | 0.09% | 0.08% | 76 | +5,201 | 9.16% | Q1 2026 | Apr 30, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Reduced | 60,064 | 1,503 | 0.22% | 0.5% | 77 | -71,278 | -54.27% | Q1 2026 | May 13, 2026 |
| PAX Financial Group, LLC | History | Added to | 55,605 | 1,392 | 0.24% | 0.08% | 78 | +37,722 | 210.94% | Q1 2026 | Apr 27, 2026 |
| Cottage Street Advisors LLC | History | Added to | 55,491 | 1,389 | 0.6% | 0.59% | 79 | +5 | 0.01% | Q1 2026 | Apr 20, 2026 |
| Stratos Investment Management, LLC | History | Added to | 50,598 | 1,266 | 0.05% | 0.05% | 80 | +4,270 | 9.22% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 50,437 | 1,262 | 0.01% | 0.01% | 81 | +1,208 | 2.45% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 48,138 | 1,205 | 0.0% | — | 82 | +48,138 | New | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 48,066 | 1,203 | 0.07% | 0.07% | 83 | +429 | 0.9% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 41,406 | 1,036 | 0.01% | 0.01% | 84 | -9,328 | -18.39% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 39,324 | 984 | 0.01% | 0.01% | 85 | +5,463 | 16.13% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 38,313 | 959 | 0.0% | 0.0% | 86 | -12,025 | -23.89% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 37,476 | 938 | 0.0% | 0.0% | 87 | -353 | -0.93% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 34,192 | 855 | 0.02% | 0.04% | 88 | -23,998 | -41.24% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 33,119 | 829 | 0.04% | 0.04% | 89 | +1,549 | 4.91% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO | History | No change | 29,057 | 727 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 27,700 | 693 | 0.0% | 0.0% | 91 | +27,527 | 15911.56% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 26,975 | 675 | 0.34% | 0.19% | 92 | +12,225 | 82.88% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | No change | 26,700 | 668 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 24,631 | 616 | 0.0% | 0.0% | 94 | +2,909 | 13.39% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 24,400 | 610 | 0.01% | 0.01% | 95 | +2,900 | 13.49% | Q1 2026 | Apr 23, 2026 |
| Sequent Planning LLC | History | Added to | 23,609 | 591 | 0.14% | 0.14% | 96 | +1,680 | 7.66% | Q1 2026 | Apr 21, 2026 |
| Intrua Financial, LLC | History | Reduced | 22,941 | 574 | 0.06% | 0.07% | 97 | -3,386 | -12.86% | Q1 2026 | Apr 23, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 22,012 | 551 | 0.07% | 0.06% | 98 | +564 | 2.63% | Q1 2026 | May 05, 2026 |
| Richmond Investment Services, LLC | History | Added to | 21,339 | 534 | 0.09% | 0.09% | 99 | +36 | 0.17% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 20,713 | 518 | 0.01% | 0.01% | 100 | -225 | -1.07% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 20,399 | 510 | 0.0% | 0.0% | 101 | -7,951 | -28.05% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 18,331 | 458 | 0.07% | 0.01% | 102 | +14,471 | 374.9% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 18,210 | 455 | 0.0% | 0.0% | 103 | +8,332 | 84.35% | Q1 2026 | Apr 07, 2026 |
| MGO ONE SEVEN LLC | History | New | 18,046 | 451 | 0.01% | — | 104 | +18,046 | New | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 17,853 | 446 | 0.03% | 0.04% | 105 | -6,195 | -25.76% | Q1 2026 | May 20, 2026 |
| Rossby Financial, LCC | History | New | 17,708 | 443 | 0.09% | — | 106 | +17,708 | New | Q1 2026 | May 11, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 17,546 | 439 | 0.18% | 0.16% | 107 | +2,967 | 20.35% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 17,234 | 431 | 0.0% | 0.0% | 108 | +6,591 | 61.93% | Q1 2026 | May 04, 2026 |
| Trademark Financial Management, LLC | History | Added to | 17,029 | 426 | 0.21% | 0.19% | 109 | +3,202 | 23.16% | Q1 2026 | Apr 27, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 16,812 | 420 | 0.03% | 0.04% | 110 | -5,201 | -23.63% | Q1 2026 | May 12, 2026 |
| Bravera Wealth | History | Reduced | 16,005 | 400 | 0.18% | 0.22% | 112 | -1,606 | -9.12% | Q1 2026 | Apr 22, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 15,978 | 400 | 0.05% | 0.06% | 111 | -648 | -3.9% | Q1 2026 | Apr 24, 2026 |
| Alteri Wealth LLC | History | New | 15,735 | 393 | 0.13% | — | 114 | +15,735 | New | Q1 2026 | May 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 15,712 | 393 | 0.06% | 0.06% | 113 | +169 | 1.09% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,452 | 387 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 15,050 | 376 | 0.02% | 0.03% | 116 | -1,000 | -6.23% | Q1 2026 | Apr 27, 2026 |
| Community Bank & Trust, Waco, Texas | History | Added to | 14,965 | 375 | 0.07% | 0.07% | 117 | +1,215 | 8.84% | Q1 2026 | Apr 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 13,267 | 332 | 0.01% | 0.01% | 118 | +2,186 | 19.73% | Q1 2026 | Apr 20, 2026 |
| Empirical Asset Management, LLC | History | Added to | 13,181 | 329 | 0.09% | 0.07% | 119 | +3,706 | 39.11% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 12,812 | 320 | 0.0% | — | 120 | +12,812 | New | Q1 2026 | May 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 11,757 | 294 | 0.01% | 0.01% | 121 | +135 | 1.16% | Q1 2026 | Apr 21, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 10,928 | 274 | 0.02% | 0.02% | 122 | -3,357 | -23.5% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Partners, LLC | History | New | 10,239 | 256 | 0.06% | — | 123 | +10,239 | New | Q1 2026 | Apr 17, 2026 |
| SHP Wealth Management | History | Added to | 9,869 | 247 | 0.02% | 0.02% | 124 | +760 | 8.34% | Q1 2026 | May 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 9,713 | 243 | 0.03% | 0.03% | 125 | -12 | -0.12% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | New | 9,572 | 240 | 0.01% | — | 126 | +9,572 | New | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | New | 9,509 | 238 | 0.13% | — | 127 | +9,509 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 9,233 | 231 | 0.01% | 0.01% | 128 | -469 | -4.83% | Q1 2026 | May 04, 2026 |
| Axim Planning & Wealth | History | New | 9,030 | 226 | 0.27% | — | 129 | +9,030 | New | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 8,855 | 221 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Mendel Money Management | History | Added to | 8,760 | 219 | 0.09% | 0.09% | 131 | +300 | 3.55% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,403 | 210 | 0.0% | 0.0% | 132 | -468 | -5.28% | Q1 2026 | May 08, 2026 |
| Brookwood Investment Group LLC | History | New | 8,379 | 209 | 0.03% | — | 133 | +8,379 | New | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 8,228 | 205 | 0.0% | — | 134 | +8,228 | New | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Added to | 7,735 | 193 | 0.01% | 0.01% | 135 | +4,400 | 131.93% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | No change | 6,836 | 171 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,383 | 159 | 0.01% | 0.01% | 137 | +53 | 0.84% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 146,925 | 146 | 0.01% | 0.0% | 138 | +124,182 | 546.02% | Q1 2026 | May 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 5,800 | 145 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 5,573 | 139 | 0.07% | 0.12% | 140 | -2,862 | -33.93% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,448 | 136 | 0.0% | 0.0% | 141 | +3,624 | 198.68% | Q1 2026 | Apr 07, 2026 |
| UBS Group AG | History | New | 4,308 | 107 | 0.0% | — | 142 | +4,308 | New | Q1 2026 | May 05, 2026 |
| Harbor Asset Planning, Inc. | History | New | 3,204 | 80 | 0.07% | — | 143 | +3,204 | New | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,645 | 66 | 0.01% | 0.01% | 144 | -1,238 | -31.88% | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 1,974 | 49 | 0.04% | — | 146 | +1,974 | New | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | No change | 1,993 | 49 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,511 | 37 | 0.0% | — | 147 | +1,511 | New | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,412 | 35 | 0.0% | — | 150 | +1,411 | 141100.0% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,421 | 35 | 0.0% | 0.0% | 148 | +16 | 1.14% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,414 | 35 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PROTECTIVE LIFE CORP | History | New | 1,217 | 30 | 0.1% | — | 151 | +1,217 | New | Q1 2026 | May 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,000 | 25 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 965 | 24 | 0.0% | — | 153 | +965 | New | Q1 2026 | May 19, 2026 |
| Destiny Wealth Partners, LLC | History | New | 912 | 22 | 0.0% | — | 154 | +912 | New | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 626 | 15 | 0.0% | 0.0% | 155 | +7 | 1.13% | Q1 2026 | Apr 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 481 | 12 | 0.0% | 0.0% | 156 | +422 | 715.25% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 407 | 10 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Benson Wealth Management INC | History | No change | 411 | 10 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 285 | 7 | 0.0% | — | 160 | +285 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 285 | 7 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 231 | 5 | 0.0% | — | 161 | +231 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 164 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 121 | 3 | 0.0% | — | 163 | +121 | New | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 96 | 2 | 0.0% | — | 166 | +96 | New | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 95 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 109 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 1.57% | — | -57,964 | -100.0% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -52,153 | -100.0% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -43,578 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,233 | -100.0% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,676 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,642 | -100.0% | Q1 2026 | May 15, 2026 |
| Asset One Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,443 | -100.0% | Q1 2026 | May 12, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,786 | -100.0% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -8,422 | -100.0% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,428 | -100.0% | Q1 2026 | May 14, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -973 | -100.0% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -947 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -748 | -100.0% | Q1 2026 | May 08, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 12, 2026 |