INVESCO EXCHANGE TRADED FD T
CUSIP 46137V258
Invesco Exchange Traded Fd T has 227 institutional holders in Filings Flow’s 13F database, together reporting 223.3K shares worth $24M as of Q2 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Principal Financial Group Inc.
Institutional Holders
227
Q2 2026
Reported Value
$962M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mount Lucas Management LP$271M AUM | 11.05% | $30M | 278.7K | Q1 2026OLDER |
| FIDELITY D & D BANCORP INC$249M AUM | 8.43% | $21M | 195.7K | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$610M AUM | 6.51% | $40M | 370.0K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 4.96% | $10M | 96.2K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 2.88% | $11M | 105.5K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 2.56% | $3M | 23.9K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 1.86% | $5M | 44.0K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 1.39% | $5M | 48.9K | Q1 2026OLDER |
| Wealth Care LLC$113M AUM | 1.19% | $1M | 12.5K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 1.17% | $2M | 14.2K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 1.14% | $1M | 10.9K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 1.11% | $2M | 14.3K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 1.04% | $2M | 21.2K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 1.03% | $4M | 37.0K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.98% | $3M | 32.6K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.80% | $3M | 26.0K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.71% | $2M | 13.3K | Q2 2026 |
| ACR Alpine Capital Research, LLC$6.7B AUM | 0.57% | $36M | 353.0K | Q4 2025OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.52% | $608,318 | 5.7K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.45% | $783,410 | 7.3K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.45% | $677,626 | 5.9K | Q2 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.42% | $2M | 15.7K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.42% | $762,254 | 7.1K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.40% | $607,055 | 5.7K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.37% | $543,655 | 4.8K | Q2 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.36% | $1M | 13.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.33% | $6M | 59.3K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.32% | $359,111 | 3.3K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.32% | $2M | 15.8K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.29% | $788,694 | 7.3K | Q1 2026OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 0.29% | $470,568 | 4.4K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.27% | $2M | 14.5K | Q1 2026OLDER |
| Dale Q Rice Investment Management Ltd$132M AUM | 0.25% | $332,157 | 3.1K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.25% | $1M | 10.6K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 0.25% | $1M | 12.8K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.25% | $2M | 18.0K | Q2 2026 |
| Lansing Street Advisors$397M AUM | 0.24% | $963,580 | 9.0K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.21% | $1M | 11.7K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.21% | $902,757 | 8.4K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.21% | $2M | 16.7K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.20% | $652,074 | 6.3K | Q4 2025OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.19% | $1M | 13.3K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.19% | $2M | 24.3K | Q3 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.19% | $5M | 47.2K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.18% | $362,277 | 3.5K | Q4 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.17% | $584,309 | 5.4K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.17% | $2M | 21.4K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.17% | $342,056 | 3.2K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.17% | $4M | 33.1K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.17% | $1M | 10.5K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.16% | $2M | 18.7K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.16% | $305,310 | 2.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.16% | $76M | 708.9K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.15% | $4M | 37.8K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.15% | $224,037 | 2.3K | Q3 2025OLDER |
| Santori & Peters, Inc.$321M AUM | 0.14% | $444,205 | 4.1K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.14% | $2M | 15.4K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.13% | $801,282 | 7.5K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.13% | $223,050 | 2.1K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.13% | $1M | 9.3K | Q2 2026 |
| Planned Solutions, Inc.$306M AUM | 0.12% | $360,723 | 3.4K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.11% | $7M | 63.7K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.11% | $157,431 | 1.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.11% | $3M | 25.9K | Q1 2026OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.10% | $215,882 | 2.0K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.09% | $576,503 | 5.8K | Q3 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.09% | $2M | 14.6K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.08% | $587,903 | 5.5K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.08% | $391,096 | 3.6K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.08% | $809,506 | 7.5K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.07% | $342,201 | 3.2K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.07% | $538,746 | 5.0K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.06% | $552,873 | 5.3K | Q4 2025OLDER |
| Diligent Investors, LLC$404M AUM | 0.06% | $240,150 | 2.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.06% | $2M | 22.7K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.06% | $524,600 | 4.9K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.05% | $437,905 | 4.1K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.05% | $145,513 | 1.4K | Q1 2026OLDER |
| Birch Capital Management, LLC$191M AUM | 0.05% | $103,846 | 967 | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.05% | $101M | 943.2K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.05% | $1M | 11.9K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.05% | $708,733 | 6.7K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.05% | $4M | 36.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.05% | $5M | 43.3K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.04% | $438,115 | 4.1K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.04% | $271,267 | 2.5K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.04% | $705,426 | 6.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $1M | 9.4K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.04% | $563,932 | 5.5K | Q2 2026 |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.04% | $831,306 | 7.7K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.03% | $658,730 | 6.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 38.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $351,917 | 3.3K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $710,549 | 6.6K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $553,703 | 5.2K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.03% | $31 | 301 | Q4 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $263,966 | 2.5K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.02% | $99,336 | 925 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $12M | 111.3K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $915,326 | 8.2K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.02% | $424,475 | 4.0K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $410,875 | 3.8K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $292,796 | 2.6K | Q2 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.02% | $293,067 | 2.7K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $610,083 | 5.7K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.02% | $71,422 | 691 | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $14M | 133.8K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.02% | $363,408 | 3.4K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.02% | $61,814 | 622 | Q3 2025OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $268,475 | 2.5K | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 0.02% | $52,189 | 375 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 44.1K | Q2 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.02% | $96,114 | 895 | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $422,257 | 3.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $13M | 120.0K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.01% | $82,690 | 770 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $4M | 33.6K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $4M | 40.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $5M | 47.3K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $506,344 | 4.7K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $516,416 | 4.8K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $259,884 | 2.4K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.01% | $100,195 | 933 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $22,875 | 213 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $165M | 1.60M | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $132M | 1.23M | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.01% | $29,532 | 275 | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.01% | $393,477 | 3.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 58.5K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.01% | $36,083 | 336 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 49.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $29M | 267.4K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $222,082 | 2.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $650,461 | 6.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $348,437 | 3.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 13.2K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $709,848 | 6.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $92,856 | 867 | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $387,356 | 3.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $972,729 | 9.3K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $69,497 | 646 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $15,808 | 153 | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $535,556 | 5.0K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $124,664 | 1.2K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.01% | $380,483 | 3.5K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $54,781 | 530 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 46.2K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.01% | $31,143 | 290 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 12.1K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $31M | 287.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $907,165 | 9.9K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.00% | $5,477 | 51 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2M | 23.8K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $751,085 | 7.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $142,602 | 1.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $295,518 | 2.8K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $12,713 | 123 | Q4 2025OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $26,848 | 250 | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $214,466 | 1.9K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $320,944 | 3.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $48,325 | 450 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $364,267 | 3.4K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.00% | $7,517 | 70 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $3M | 23.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $141,810 | 1.4K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $12M | 115.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 20.9K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $24,807 | 231 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $21,675 | 196 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $15,573 | 145 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $24,163 | 225 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $79,469 | 740 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 14.9K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $280 | 2.7K | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $440,857 | 4.1K | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $547,049 | 5.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 12.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 70.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12M | 114.0K | Q2 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $12,672 | 118 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $243,408 | 2.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $13M | 125.4K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $44,030 | 410 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $525,259 | 5.3K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 12.5K | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $20,619 | 192 | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $17,076 | 159 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $160,011 | 1.5K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 25.8K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $6,658 | 62 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 66.0K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $25,751 | 240 | Q2 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $17,662 | 155 | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 16.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3M | 29.6K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.00% | $10,846 | 101 | Q1 2026OLDER |
| Gleason Group, Inc.$1.0B AUM | 0.00% | $14,065 | 131 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $66,689 | 621 | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $8,098 | 75 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $771,468 | 7.2K | Q1 2026OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.00% | $5,906 | 55 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $240,017 | 2.2K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $14,498 | 135 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $869,662 | 9.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $67,908 | 657 | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $268,475 | 2.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $285,980 | 2.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $31,008 | 300 | Q4 2025OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.00% | $4,938 | 46 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 11.9K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $207,991 | 1.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $10,739 | 100 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $80,491 | 752 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $32,217 | 300 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 37.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $136,914 | 1.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $40,249 | 405 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $562,264 | 5.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $584,662 | 5.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $112,313 | 1.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $7,839 | 73 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $12,887 | 120 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $10M | 89.7K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $17,290 | 161 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $254,852 | 2.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $11,334 | 109 | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $15,894 | 148 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $127,042 | 1.2K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $10,176 | 95 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $8,341 | 78 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $53,695 | 500 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $563,948 | 5.3K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $51,777 | 521 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 37.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $13,540 | 131 | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $5,155 | 48 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $169,924 | 1.6K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $758,603 | 7.1K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $591 | 5 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $21,156 | 197 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $2,163 | 19 | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,363 | 22 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $198,886 | 1.9K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $15,504 | 150 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $547,689 | 5.1K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $644 | 6 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,363 | 22 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $2,485 | 25 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $241,520 | 2.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $39,842 | 371 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $36,572 | 368 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $7,517 | 70 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $30,941 | 330 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3,329 | 31 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $39,305 | 366 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.