INVESCO EXCHANGE TRADED FD T
CUSIP 46137V647
Invesco Exchange Traded Fd T has 179 institutional holders in Filings Flow’s 13F database, together reporting 4.68M shares worth $422M as of Q1 2026. The largest reported holders are Hightower Advisors, LLC, Morgan Stanley, and Lpl Financial LLC.
Institutional Holders
179
Q1 2026
Reported Value
$422M
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 |
|---|---|---|---|---|
| Warner Group LLC$153M AUM | 11.36% | $17M | 184.3K | Q1 2026OLDER |
| Artesa Financial Group, LLC$105M AUM | 5.80% | $6M | 64.4K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.77% | $2M | 20.0K | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 0.71% | $1M | 14.7K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.70% | $1M | 11.0K | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 0.55% | $2M | 17.1K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.41% | $868,767 | 9.2K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.41% | $893,970 | 6.6K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.40% | $646,503 | 6.8K | Q1 2026OLDER |
| Independent Wealth Advisors LLC$102M AUM | 0.37% | $374,896 | 4.0K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.36% | $494,126 | 2.6K | Q2 2026 |
| Trek Financial, LLC$1.9B AUM | 0.32% | $5M | 69.2K | Q4 2025OLDER |
| Dedeker Financial LLC$115M AUM | 0.29% | $336,936 | 3.6K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.23% | $2M | 13.0K | Q2 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.22% | $2M | 21.0K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.21% | $341,070 | 4.3K | Q4 2025OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 0.20% | $323,252 | 3.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.20% | $18M | 193.5K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.19% | $3,115 | 39.5K | Q4 2025OLDER |
| Adirondack Capital Advisors, LLC$156M AUM | 0.18% | $283,140 | 3.0K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.18% | $2M | 17.4K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.17% | $2M | 8.1K | Q2 2026 |
| Capital Wealth Alliance, LLC$221M AUM | 0.15% | $330,141 | 3.5K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.13% | $275,778 | 2.9K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.12% | $485,305 | 5.1K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.10% | $252,595 | 1.3K | Q2 2026 |
| WMG Financial Advisors, LLC$240M AUM | 0.10% | $310,340 | 4.4K | Q3 2025OLDER |
| Carr Financial Group Corp$379M AUM | 0.10% | $380,967 | 4.0K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.10% | $563,455 | 7.1K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.10% | $450,064 | 4.8K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.10% | $652,035 | 6.2K | Q2 2026 |
| Clarus Wealth Advisors$235M AUM | 0.10% | $223,943 | 2.3K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.09% | $2M | 24.1K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.09% | $221,038 | 2.3K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.08% | $515,259 | 5.5K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.08% | $283,140 | 3.0K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.07% | $2M | 24.3K | Q3 2025OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.07% | $397,812 | 4.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.07% | $5M | 52.4K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.06% | $6M | 61.2K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.06% | $980,359 | 11.1K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.06% | $73,723 | 782 | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.06% | $98,155 | 1.0K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.06% | $354,953 | 1.1K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.06% | $270,828 | 1.8K | Q2 2026 |
| Lebenthal Global Advisors, LLC$688M AUM | 0.05% | $372,801 | 4.0K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.05% | $204,348 | 1.1K | Q2 2026 |
| McGuire Investment Group, LLC$885M AUM | 0.05% | $443,397 | 4.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $46M | 491.8K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.05% | $262,565 | 2.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 39.1K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.04% | $696,992 | 7.4K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.04% | $407,250 | 4.3K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $692,011 | 7.3K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 7.2K | Q2 2026 |
| WNY Asset Management, LLC$967M AUM | 0.04% | $368,992 | 3.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $816,085 | 8.6K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.04% | $86,044 | 912 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 13.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.03% | $292,008 | 3.1K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.03% | $1M | 14.4K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 19.7K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.03% | $352,162 | 1.9K | Q2 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.03% | $643,860 | 6.8K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $697,940 | 7.4K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 7.0K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $2M | 17.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 54.5K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $303,186 | 2.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $13M | 142.3K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.02% | $22,840 | 242 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $474,557 | 5.0K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $420,507 | 4.3K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $377,252 | 3.9K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $282,838 | 3.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $18M | 185.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.02% | $381,250 | 4.0K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $752,681 | 8.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $7M | 69.8K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $291,567 | 4.1K | Q3 2025OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $244,916 | 2.6K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.02% | $607,774 | 6.4K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $202,445 | 2.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $10M | 101.4K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $448,890 | 2.4K | Q2 2026 |
| Cambria Investment Management, L.P.$1.8B AUM | 0.01% | $216,879 | 3.1K | Q3 2025OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.01% | $282,102 | 3.0K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $378,765 | 4.8K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $201,504 | 2.1K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.01% | $40,123 | 425 | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.01% | $205,384 | 2.2K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $14,157 | 150 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $39M | 409.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 13.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 65.8K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $73,428 | 778 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $569,233 | 6.0K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $318,606 | 2.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $243,733 | 2.6K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $382,309 | 2.0K | Q2 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $415,744 | 4.4K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $226,804 | 2.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $80,129 | 849 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $8M | 83.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $93,530 | 991 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.01% | $70,785 | 750 | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $694,752 | 7.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 51.9K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.01% | $13,801 | 175 | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $554,483 | 5.9K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.01% | $293,634 | 3.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $19M | 204.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $211,643 | 2.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 43.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $437,041 | 4.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $74,161 | 764 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $26,426 | 280 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $8M | 90.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $254,544 | 2.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 45.6K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $59,382 | 753 | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $236,988 | 2.5K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $6,781 | 86 | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $220,749 | 2.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $726,144 | 7.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $118,890 | 633 | Q2 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $11,412 | 121 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $268,700 | 2.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $129,136 | 1.4K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $28,314 | 300 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $41M | 516.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $912,088 | 9.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $13M | 140.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 38.1K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $216,879 | 3.1K | Q3 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $28,314 | 300 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $384,259 | 4.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $276,233 | 3.9K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 45.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $25M | 270.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $99,212 | 1.3K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $276,345 | 2.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $11M | 112.0K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.00% | $17,932 | 190 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $314,522 | 3.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 44.0K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $27,181 | 288 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $914,885 | 9.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $42,475 | 450 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $206,282 | 2.2K | Q2 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $439,658 | 4.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 31.7K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $575,718 | 6.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $22,085 | 234 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $110,047 | 1.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 10.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $524,382 | 5.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 52.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $91,077 | 965 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $3,361 | 25 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $326,356 | 3.7K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $576,102 | 6.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $11,996 | 127 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $21,236 | 225 | Q2 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $3,516 | 50 | Q3 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $5,664 | 60 | Q2 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $408,005 | 4.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $172,632 | 1.8K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $21,812 | 231 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $4,719 | 50 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $40,112 | 425 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 18.2K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $244,916 | 2.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 11.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $4,719 | 50 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $17,473 | 180 | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.00% | $366 | 3 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,663 | 60 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $62,695 | 795 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $25,860 | 274 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $283 | 3 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $5,757 | 61 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $11,119 | 141 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $12,269 | 130 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $566 | 6 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $6,418 | 68 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $210,162 | 2.7K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $95 | 1 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $72,484 | 768 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $21,613 | 229 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $123,023 | 1.3K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $331,242 | 3.7K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $36 | 521 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $36,920 | 525 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $255,356 | 2.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $430,373 | 4.6K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $704 | 10 | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $631 | 8 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1,038 | 11 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $15 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.