INVESCO EXCHANGE TRADED FD T
CUSIP 46137V431
Invesco Exchange Traded Fd T has 299 institutional holders in Filings Flow’s 13F database, together reporting 11.85M shares worth $1.3B as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Raymond James Financial Inc.
Institutional Holders
299
Q1 2026
Reported Value
$1.3B
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 |
|---|---|---|---|---|
| Campbell Deegan Wealth Management, LLC$125M AUM | 16.67% | $21M | 193.5K | Q1 2026OLDER |
| Grange Capital, LLC$100M AUM | 10.67% | $11M | 99.5K | Q1 2026OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 8.12% | $14M | 113.5K | Q2 2026 |
| Darrow Company, Inc.$222M AUM | 5.51% | $12M | 113.7K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 4.00% | $40M | 327.9K | Q2 2026 |
| Cedar Wealth Management, LLC$344M AUM | 3.85% | $13M | 122.8K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 2.72% | $3M | 26.7K | Q4 2025OLDER |
| WESCAP Management Group, Inc.$508M AUM | 2.55% | $13M | 120.2K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 2.43% | $5M | 49.0K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 2.41% | $3M | 28.0K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 2.23% | $5M | 48.9K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 2.00% | $5M | 43.7K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 1.58% | $12M | 113.3K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 1.50% | $2M | 20.2K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 1.28% | $18M | 167.9K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 1.27% | $4M | 36.3K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 1.14% | $12M | 108.5K | Q1 2026OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 1.13% | $1M | 12.4K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 1.10% | $3M | 26.4K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 1.04% | $2M | 17.8K | Q2 2026 |
| WealthTrak Capital Management LLC$140M AUM | 0.88% | $1M | 11.4K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 0.84% | $3M | 26.2K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.78% | $2M | 23.1K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.71% | $1M | 12.3K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.65% | $4M | 34.5K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 0.63% | $834,916 | 7.8K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 0.58% | $1M | 13.0K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.57% | $4M | 35.8K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.55% | $2M | 21.0K | Q1 2026OLDER |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 0.54% | $1M | 13.5K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.52% | $965,244 | 9.0K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 0.51% | $671,658 | 6.2K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 0.51% | $787,740 | 7.3K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.51% | $6M | 58.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.50% | $11M | 104.9K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.48% | $8M | 69.9K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.46% | $3M | 28.7K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.46% | $4M | 35.6K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.46% | $531,855 | 4.7K | Q3 2025OLDER |
| Planned Solutions, Inc.$306M AUM | 0.45% | $1M | 12.8K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.45% | $977,926 | 9.1K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 0.43% | $535,366 | 4.7K | Q4 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.40% | $3M | 30.7K | Q4 2025OLDER |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 0.39% | $1M | 10.4K | Q1 2026OLDER |
| Redwood Family Wealth LLC$102M AUM | 0.38% | $392,064 | 3.6K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.35% | $3M | 24.1K | Q2 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.34% | $4M | 37.4K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.33% | $757,214 | 7.0K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.32% | $2M | 16.0K | Q4 2025OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.30% | $10M | 90.6K | Q1 2026OLDER |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 0.30% | $1M | 11.0K | Q2 2026 |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.29% | $4M | 33.9K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.27% | $774,026 | 7.2K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.27% | $973,495 | 9.0K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.26% | $372,473 | 3.5K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.25% | $361,393 | 3.4K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.25% | $884,261 | 8.2K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.25% | $3M | 23.9K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.24% | $471,698 | 4.4K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.23% | $881,609 | 8.2K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.22% | $1M | 12.2K | Q1 2026OLDER |
| Summit Financial Consulting LLC$140M AUM | 0.22% | $302,641 | 2.8K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.21% | $263,285 | 2.5K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.21% | $2M | 19.2K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.21% | $3M | 23.8K | Q4 2025OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.21% | $277,367 | 2.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.20% | $12M | 110.5K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.20% | $4M | 33.1K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.19% | $2M | 16.0K | Q2 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.19% | $2M | 15.7K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.19% | $638,371 | 5.9K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.19% | $342,770 | 3.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.18% | $10M | 89.4K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.18% | $2M | 18.4K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.18% | $515,068 | 4.8K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.18% | $3M | 28.6K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.18% | $649,762 | 6.0K | Q1 2026OLDER |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 0.17% | $204,606 | 1.8K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.17% | $2M | 20.3K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 0.16% | $223,831 | 2.0K | Q3 2025OLDER |
| Prostatis Group LLC$391M AUM | 0.16% | $619,184 | 5.5K | Q3 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.15% | $2M | 17.9K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.15% | $252,061 | 2.2K | Q4 2025OLDER |
| Phraction Management LLC$483M AUM | 0.15% | $722,130 | 6.7K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.14% | $3M | 24.4K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.14% | $250,609 | 2.3K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.14% | $161,430 | 1.5K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 0.14% | $253,269 | 2.4K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.14% | $457,811 | 4.3K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.13% | $2M | 22.4K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.13% | $3M | 28.7K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.12% | $536,486 | 5.0K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.12% | $257,447 | 2.3K | Q4 2025OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.12% | $338,718 | 3.1K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.12% | $2M | 17.1K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.12% | $207,925 | 1.8K | Q3 2025OLDER |
| BankPlus Wealth Management LLC$194M AUM | 0.12% | $225,211 | 2.1K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.11% | $601,165 | 5.6K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.11% | $1M | 13.0K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.11% | $269,050 | 2.5K | Q1 2026OLDER |
| Santori & Peters, Inc.$321M AUM | 0.10% | $335,923 | 3.1K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.10% | $462,228 | 4.3K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.10% | $3M | 24.4K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.10% | $461,823 | 3.9K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.09% | $173,978 | 1.5K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.09% | $1M | 12.0K | Q4 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.09% | $465,457 | 4.3K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.09% | $235,534 | 2.1K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.08% | $44M | 411.6K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.08% | $255,492 | 2.4K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.08% | $284,655 | 2.6K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.08% | $6M | 54.3K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 0.08% | $201,590 | 1.9K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.07% | $2M | 15.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.07% | $2M | 17.9K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.07% | $403,467 | 3.7K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.07% | $4M | 35.9K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.07% | $921,697 | 8.1K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.07% | $2M | 14.9K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.07% | $271,077 | 2.2K | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.06% | $317,842 | 2.9K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.06% | $329,736 | 3.1K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.06% | $2M | 20.3K | Q3 2025OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.06% | $804,384 | 7.4K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.06% | $221,160 | 2.1K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.06% | $87,023 | 809 | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.05% | $514,125 | 4.8K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.05% | $591,550 | 4.7K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.05% | $3M | 22.4K | Q2 2026 |
| eCIO, Inc.$228M AUM | 0.05% | $108,369 | 952 | Q4 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.05% | $924,886 | 8.6K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $438,098 | 3.6K | Q2 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 36.6K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.05% | $214,164 | 2.0K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.05% | $211,501 | 2.0K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 0.05% | $217,500 | 2.0K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.04% | $224,998 | 2.0K | Q4 2025OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.04% | $217,031 | 2.0K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.04% | $304,284 | 2.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $362,464 | 3.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 11.4K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.04% | $520,833 | 4.3K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $2M | 23.1K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.04% | $253,983 | 2.4K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.04% | $694,359 | 6.5K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.04% | $243,260 | 2.1K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.04% | $3M | 29.3K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.04% | $386,496 | 3.4K | Q4 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.04% | $290,574 | 2.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.04% | $1M | 22.8K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $129M | 1.20M | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 11.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $467,382 | 4.3K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.03% | $293,372 | 2.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $495,227 | 4.4K | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $5M | 49.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.03% | $6M | 58.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 60.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 17.4K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.03% | $584,662 | 5.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $20M | 190.4K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.03% | $175,313 | 1.6K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.03% | $430,480 | 4.0K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.03% | $577,694 | 5.4K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.03% | $244,087 | 2.3K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.02% | $507,524 | 4.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $1M | 9.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $40M | 369.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $78M | 729.2K | Q1 2026OLDER |
| NBZ Investment Advisors LLC$229M AUM | 0.02% | $54,967 | 511 | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.02% | $48,791 | 453 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 30.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $15M | 141.2K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.02% | $92,146 | 811 | Q3 2025OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.02% | $38,029 | 334 | Q4 2025OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.02% | $1M | 13.9K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.02% | $265,176 | 2.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $596,861 | 5.5K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.02% | $321,193 | 3.0K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.02% | $23,340 | 217 | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $299,977 | 2.5K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 11.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $889,695 | 8.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $809,067 | 7.5K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.02% | $73,504 | 683 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.02% | $81,576 | 758 | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.02% | $396,289 | 3.5K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $391,765 | 3.4K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 16.3K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.02% | $342,029 | 3.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $7M | 69.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.02% | $4M | 34.9K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.02% | $259,714 | 2.3K | Q4 2025OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $359,989 | 3.3K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $751,026 | 6.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $232,705 | 2.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $236M | 2.07M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $13M | 119.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 9.5K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 13.1K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $384,742 | 3.6K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 29.1K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $68,172 | 600 | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 9.8K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $337,639 | 3.0K | Q4 2025OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $332,016 | 2.9K | Q4 2025OLDER |
| Copia Wealth Management$146M AUM | 0.01% | $16,681 | 155 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $106,690 | 939 | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 27.6K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 9.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $16M | 151.9K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $11 | 101 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $10M | 94.9K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.01% | $284,655 | 2.6K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $268,060 | 2.2K | Q2 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $33,753 | 314 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 25.6K | Q2 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $490,277 | 4.6K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $692,418 | 6.4K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $200,990 | 1.8K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 11.3K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.01% | $80,061 | 744 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $755,180 | 7.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $439,908 | 3.9K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 57.8K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $17M | 160.2K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $220,300 | 1.9K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $285,059 | 2.6K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $150,238 | 1.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 26.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $726,875 | 6.8K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $280,491 | 2.6K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $423,812 | 3.9K | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.01% | $11,182 | 104 | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $12,699 | 118 | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $209,931 | 1.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 54.4K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $14M | 134.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $303,273 | 2.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 40.4K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $342,555 | 3.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $457,091 | 4.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $76M | 706.4K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.01% | $11,378 | 100 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 9.7K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $9,242 | 81 | Q4 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $74,893 | 696 | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $28,279 | 229 | Q2 2026 |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $43,801 | 407 | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $296,816 | 2.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $126,583 | 1.2K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $253,169 | 2.2K | Q4 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $5,811 | 54 | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.00% | $10,762 | 100 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $45,416 | 422 | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $307,308 | 2.7K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $293,970 | 2.6K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $312,455 | 2.8K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $324,228 | 3.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $19M | 179.5K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $10,224 | 95 | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $3,914 | 36 | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $270,518 | 2.4K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $545,742 | 5.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 10.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $18M | 164.5K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $219,975 | 2.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 14.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $9M | 83.1K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $39,232 | 365 | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $11,731 | 109 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $239,220 | 2.1K | Q4 2025OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $8,932 | 83 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12M | 108.5K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $291,998 | 2.7K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $19,372 | 180 | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $14,636 | 136 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $11,623 | 108 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $78,455 | 729 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 11.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $368,261 | 3.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $498,593 | 4.4K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $51,912 | 498 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $347,613 | 3.2K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $15,067 | 140 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $10,762 | 100 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 9.4K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $427,886 | 3.8K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $28,465 | 250 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $794,839 | 7.4K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $253,660 | 2.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $452,772 | 4.2K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $4,090 | 38 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $40,358 | 375 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $2,159 | 19 | Q3 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $3,057 | 25 | Q2 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $28,983 | 237 | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 41.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $34,363 | 281 | Q2 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $14,688 | 129 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $8M | 71.8K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.00% | $1,818 | 16 | Q3 2025OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.00% | $2,475 | 23 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $8,437 | 78 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $622,905 | 5.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 42.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $522,652 | 4.6K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $35,109 | 309 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $100,625 | 935 | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.00% | $3,057 | 25 | Q2 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $78,563 | 730 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $120,534 | 1.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $371,416 | 3.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $68,123 | 633 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $17,193 | 151 | Q4 2025OLDER |
| EPG Wealth Management LLC$369M AUM | 0.00% | $1,139 | 10 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $2,163 | 19 | Q4 2025OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $1,056 | 9 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 39.2K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $3,537 | 33 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $575,904 | 5.1K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $26,475 | 246 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $359,666 | 3.3K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $29,104 | 270 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $23,520 | 207 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $209,213 | 1.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $725,897 | 6.7K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $538 | 5 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $49,563 | 435 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $89,331 | 830 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $578,027 | 5.4K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $4,983 | 43 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 10.3K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $247,387 | 2.3K | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $11,408 | 106 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $21,847 | 203 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $301,336 | 2.8K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $93,199 | 866 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $1,708 | 15 | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $538 | 5 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $65,104 | 573 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $11,085 | 103 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $430 | 4 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $1,481 | 13 | Q3 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $36 | 0 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $222 | 2 | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $16 | 0 | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $97 | 1 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $4,627 | 43 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $6,457 | 60 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $31,748 | 295 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $342 | 3 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.