INVESCO EXCHANGE TRADED FD T
CUSIP 46137V597
Invesco Exchange Traded Fd T has 316 institutional holders in Filings Flow’s 13F database, together reporting 23.34M shares worth $1.1B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
316
Q1 2026
Reported Value
$1.1B
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 |
|---|---|---|---|---|
| Traction Financial Partners, LLC$162M AUM | 7.74% | $13M | 273.9K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 5.13% | $12M | 264.3K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 4.80% | $37M | 803.6K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 3.37% | $12M | 267.3K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 3.23% | $5M | 99.3K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 3.23% | $43M | 762.9K | Q2 2026 |
| Ducere Wealth Management LLC$259M AUM | 2.51% | $6M | 141.6K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 1.59% | $3M | 75.6K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 1.40% | $35M | 758.9K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 1.25% | $7M | 143.1K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 1.21% | $2M | 45.2K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 1.03% | $17M | 373.7K | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 1.02% | $7M | 156.4K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.82% | $29M | 640.5K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.81% | $4M | 76.9K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.73% | $4M | 77.1K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.67% | $1M | 28.1K | Q1 2026OLDER |
| Golden Bell Financial Planning LLC$125M AUM | 0.52% | $651,583 | 14.2K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.49% | $956,920 | 20.9K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.48% | $2M | 39.9K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.46% | $8M | 174.9K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 0.46% | $479,800 | 10.5K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.42% | $8M | 168.8K | Q1 2026OLDER |
| Virtus Family Office LLC$117M AUM | 0.41% | $481,681 | 10.5K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.39% | $3M | 58.9K | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.38% | $51M | 1.11M | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 0.34% | $2M | 42.4K | Q2 2026 |
| Charles Schwab Trust Co$1.8B AUM | 0.34% | $6M | 109.3K | Q2 2026 |
| Navigate Wealth Management, LLC$142M AUM | 0.33% | $475,008 | 9.5K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.33% | $5M | 112.2K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.28% | $6M | 123.7K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.27% | $504,753 | 11.0K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.27% | $443,519 | 9.7K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.26% | $11M | 239.3K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 0.26% | $441,521 | 8.0K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.26% | $9M | 161.4K | Q2 2026 |
| Shakespeare Wealth Management, LLC$422M AUM | 0.25% | $1M | 23.1K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.24% | $2M | 33.7K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.23% | $887,855 | 19.4K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 0.20% | $625,356 | 13.6K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.19% | $530,918 | 11.6K | Q1 2026OLDER |
| NewCorp Financial Services, Inc.$115M AUM | 0.18% | $212,077 | 4.6K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.18% | $382,295 | 8.3K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.16% | $556,055 | 12.1K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 0.16% | $301,045 | 6.6K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.16% | $203,127 | 4.5K | Q3 2025OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.16% | $434,274 | 9.5K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.15% | $2M | 53.7K | Q1 2026OLDER |
| Legacy Trust$522M AUM | 0.15% | $782,772 | 17.1K | Q1 2026OLDER |
| AIMZ Investment Advisors, LLC$324M AUM | 0.15% | $481,635 | 10.5K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.14% | $2M | 53.6K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.13% | $1M | 25.1K | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 0.13% | $497,644 | 10.8K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.13% | $1M | 18.4K | Q2 2026 |
| Harbour Capital Advisors, LLC$525M AUM | 0.13% | $680,562 | 13.5K | Q1 2026OLDER |
| Prairiewood Capital, LLC$346M AUM | 0.13% | $446,086 | 9.7K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.12% | $1M | 27.0K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.12% | $2M | 44.5K | Q4 2025OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.11% | $267,767 | 5.8K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.11% | $1M | 22.0K | Q1 2026OLDER |
| WHI TRUST Co LLC$133M AUM | 0.11% | $140,821 | 3.1K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.10% | $6M | 121.3K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.10% | $617,675 | 13.5K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.09% | $198,617 | 4.3K | Q1 2026OLDER |
| Martin Capital Partners, LLC$272M AUM | 0.09% | $238,306 | 4.3K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.08% | $13M | 275.8K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.08% | $205,508 | 4.5K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.08% | $2M | 44.2K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.07% | $2M | 47.3K | Q4 2025OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.07% | $1M | 30.4K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.07% | $693,890 | 12.4K | Q2 2026 |
| FIRST HAWAIIAN BANK$790M AUM | 0.07% | $549,613 | 9.9K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.07% | $13M | 278.1K | Q1 2026OLDER |
| Solitude Financial Services$338M AUM | 0.07% | $208,800 | 4.5K | Q4 2025OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.06% | $311,916 | 6.8K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.06% | $317,724 | 5.7K | Q2 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.06% | $323,033 | 7.0K | Q1 2026OLDER |
| Pioneer Family Office, LLC$156M AUM | 0.06% | $96,556 | 2.1K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.06% | $73,344 | 1.6K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.06% | $846,531 | 18.5K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.06% | $202,057 | 4.4K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.06% | $114,675 | 2.5K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 0.05% | $201,645 | 4.4K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.05% | $458,989 | 10.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $47M | 1.03M | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $687,202 | 15.0K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.05% | $448,379 | 9.8K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.05% | $1M | 17.9K | Q2 2026 |
| Smith Salley Wealth Management$2.0B AUM | 0.05% | $951,481 | 20.7K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.05% | $407,326 | 8.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $3M | 50.4K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.04% | $803,900 | 17.5K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.04% | $2M | 53.0K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.04% | $12M | 251.7K | Q1 2026OLDER |
| Vishria Bird Financial Group, LLC$510M AUM | 0.04% | $211,158 | 4.6K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.04% | $2M | 38.8K | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.04% | $565,857 | 12.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $19M | 412.1K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.04% | $796,638 | 17.4K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.04% | $212,285 | 4.6K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $3M | 73.2K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.03% | $4M | 82.2K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.03% | $4M | 95.2K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.03% | $109,171 | 2.4K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.03% | $529,753 | 11.5K | Q1 2026OLDER |
| Intellus Advisors LLC$732M AUM | 0.03% | $236,919 | 5.2K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.03% | $320,901 | 5.8K | Q2 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.03% | $142,839 | 3.1K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.03% | $122,932 | 2.7K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.03% | $787,700 | 17.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $313,307 | 6.9K | Q3 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $523,518 | 11.4K | Q1 2026OLDER |
| Hoese & Co LLP$135M AUM | 0.03% | $39,439 | 860 | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.03% | $98,529 | 2.1K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.03% | $1M | 25.8K | Q3 2025OLDER |
| Sachetta, LLC$184M AUM | 0.03% | $50,702 | 1.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $5M | 114.6K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.03% | $327,971 | 7.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 40.8K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.02% | $94,676 | 2.1K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.02% | $1M | 26.6K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.02% | $1M | 31.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $14M | 294.6K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.02% | $218,204 | 4.8K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.02% | $323,108 | 7.0K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.02% | $199,076 | 4.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $12M | 252.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $516,640 | 11.3K | Q2 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $243,715 | 4.4K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.02% | $584,743 | 12.7K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.02% | $294,451 | 6.4K | Q2 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.02% | $35,106 | 765 | Q4 2025OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.02% | $146,463 | 3.2K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $309,623 | 6.8K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.02% | $444,766 | 8.0K | Q2 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.02% | $359,046 | 7.9K | Q3 2025OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.02% | $241,862 | 5.3K | Q3 2025OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.02% | $224,259 | 4.9K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.02% | $145,901 | 2.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $63M | 1.38M | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.02% | $312,312 | 5.6K | Q2 2026 |
| Triumph Capital Management$491M AUM | 0.02% | $81,344 | 1.8K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.02% | $74,539 | 1.6K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.02% | $20,939 | 461 | Q3 2025OLDER |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 0.02% | $214,388 | 4.7K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $275,220 | 6.0K | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.02% | $322,910 | 5.8K | Q2 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $844,008 | 18.4K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $48M | 1.05M | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $465,810 | 10.2K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.01% | $60,211 | 1.3K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $349,644 | 7.7K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $501,704 | 10.9K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $14 | 315 | Q4 2025OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.01% | $338,439 | 7.4K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $403,051 | 7.2K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $10M | 226.8K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.01% | $28,669 | 625 | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.01% | $903,307 | 16.2K | Q2 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 24.9K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $177,700 | 3.9K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $395,513 | 8.6K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 22.8K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $32,109 | 700 | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.01% | $227,315 | 5.0K | Q3 2025OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.01% | $21,100 | 460 | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.01% | $51,287 | 920 | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $888,990 | 19.4K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.01% | $646,492 | 14.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $131M | 2.86M | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $358,015 | 7.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $319,004 | 5.7K | Q2 2026 |
| Index Fund Advisors, Inc.$2.2B AUM | 0.01% | $205,314 | 4.5K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.01% | $16,238 | 354 | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $225,427 | 4.9K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.01% | $123,674 | 2.7K | Q4 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.01% | $166,462 | 3.6K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.01% | $19,076 | 420 | Q3 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $404,459 | 7.3K | Q2 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $183,755 | 4.0K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 39.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $114,675 | 2.5K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $23,510 | 512 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $43M | 931.1K | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $6M | 120.6K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $9,992 | 220 | Q3 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $353,107 | 7.7K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.01% | $45,091 | 983 | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.01% | $304,268 | 6.7K | Q3 2025OLDER |
| New Republic Capital, LLC$297M AUM | 0.01% | $21,559 | 470 | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $227,561 | 5.0K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 32.4K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $233,777 | 5.1K | Q3 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $221,868 | 4.6K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $477,461 | 10.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $602,550 | 13.1K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $337,420 | 7.4K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $335,272 | 7.3K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.01% | $8,027 | 175 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $2M | 47.1K | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.01% | $68,812 | 1.5K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 34.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $5M | 115.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $788,964 | 17.2K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 22.3K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.01% | $200,091 | 4.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $32M | 703.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 112.4K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.01% | $85,089 | 1.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $59,814 | 1.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 81.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $848,733 | 18.5K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $269,374 | 5.9K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $79,217 | 1.7K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.00% | $251,597 | 5.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 22.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $7M | 157.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $131,283 | 2.4K | Q2 2026 |
| Perkins Coie Trust Co$603M AUM | 0.00% | $29,279 | 525 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $230,267 | 5.0K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.00% | $237,378 | 5.2K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $18,850 | 415 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $760,147 | 16.6K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $241,415 | 5.3K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $17,380 | 378 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $501,359 | 10.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 52.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 48.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 58.0K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $913,536 | 20.1K | Q3 2025OLDER |
| Coastline Trust Co$1.0B AUM | 0.00% | $37,843 | 825 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 54.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $383,564 | 8.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $153,527 | 3.3K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $6,559 | 128 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $7M | 159.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $184,258 | 4.0K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $616,738 | 13.4K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $31,192 | 680 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $216,736 | 4.7K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $82,143 | 1.8K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $51M | 1.12M | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $572,315 | 12.5K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $7,685 | 169 | Q3 2025OLDER |
| Fairway Wealth LLC$379M AUM | 0.00% | $10,321 | 225 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $554,124 | 12.2K | Q3 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $542,412 | 11.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $589,442 | 12.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $16M | 359.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $294,245 | 6.4K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $50,250 | 1.1K | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $244,579 | 5.3K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $369,529 | 8.1K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $317,099 | 6.9K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $21,788 | 475 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $306,824 | 6.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $635,538 | 13.9K | Q2 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.00% | $6,916 | 124 | Q2 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $260,266 | 5.7K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $8,395 | 183 | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $58,838 | 1.1K | Q2 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $33,256 | 725 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 97.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $687,787 | 15.0K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $11,843 | 258 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $122,907 | 2.7K | Q3 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $717,957 | 15.7K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $14,229 | 320 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $375,262 | 8.2K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 33.2K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $4,358 | 95 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $355,299 | 7.7K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $19,076 | 420 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $11M | 243.5K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $709,104 | 15.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 24.3K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $79,463 | 1.7K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $188,342 | 4.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $549,706 | 12.0K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $15,833 | 345 | Q4 2025OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $13,532 | 295 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $7M | 150.5K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $11,468 | 250 | Q1 2026OLDER |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.7B AUM | 0.00% | $22,029 | 485 | Q3 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $3,442 | 75 | Q4 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $14,541 | 317 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $23,440 | 511 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 82.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $41,806 | 911 | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $14,685 | 320 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $249,904 | 5.4K | Q4 2025OLDER |
| CGC Financial Services, LLC$346M AUM | 0.00% | $3,440 | 75 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $326,672 | 7.1K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $10,918 | 238 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $10,412 | 224 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $5,734 | 125 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 78.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 28.5K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.00% | $5,826 | 127 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $19,403 | 423 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $2,399 | 43 | Q2 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $258,213 | 5.7K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $44,402 | 968 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $11,139 | 243 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $4,971 | 97 | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.00% | $871 | 19 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $121,188 | 2.6K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $42,155 | 919 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $108,299 | 2.4K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $8,490 | 185 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $137,101 | 3.0K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $17,890 | 390 | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $8,674 | 189 | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $4,542 | 100 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $303,058 | 6.6K | Q4 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $918 | 20 | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $6,763 | 147 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $297,926 | 6.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $117,773 | 2.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $230,359 | 5.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $241,753 | 5.3K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $20,321 | 443 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $3,991 | 87 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $8,119 | 177 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $296,779 | 6.5K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $1,090 | 24 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $921,799 | 20.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 126.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $386,765 | 8.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $225,505 | 4.9K | Q4 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $7,339 | 160 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $18,179 | 360 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $4,802 | 108 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 33.3K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $3,450 | 75 | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $5,287 | 115 | Q1 2026OLDER |
| Prudent Man Investment Management, Inc.$297M AUM | 0.00% | $459 | 10 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $1,468 | 32 | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,881 | 41 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3M | 55.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $638,098 | 13.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $832,812 | 18.1K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $213,204 | 4.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $844,925 | 18.4K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $264,578 | 5.8K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $7,660 | 167 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $706,889 | 15.4K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $3,211 | 70 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $61,328 | 1.3K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $6,284 | 137 | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $46 | 1 | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.00% | $92 | 2 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $569,659 | 12.4K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $30 | 1 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $321 | 7 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $13 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.