INVESCO EXCHANGE TRADED FD T
CUSIP 46137V738
Invesco Exchange Traded Fd T has 180 institutional holders in Filings Flow’s 13F database, together reporting 13.24M shares worth $907M as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Bank Of America Corp /De/.
Institutional Holders
180
Q1 2026
Reported Value
$907M
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 |
|---|---|---|---|---|
| SPWM Advisors LLC$115M AUM | 11.17% | $13M | 176.1K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 3.93% | $17M | 239.5K | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 2.69% | $4M | 52.5K | Q1 2026OLDER |
| Cooksen Wealth, LLC$138M AUM | 2.61% | $4M | 51.5K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 2.51% | $23M | 322.9K | Q1 2026OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 1.99% | $5M | 68.3K | Q1 2026OLDER |
| Horizon Family Wealth, Inc.$189M AUM | 1.93% | $4M | 52.4K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 1.06% | $2M | 22.3K | Q2 2026 |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.75% | $7M | 103.5K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.59% | $15M | 210.9K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.58% | $8M | 101.4K | Q2 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.55% | $10M | 137.2K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.54% | $3M | 37.4K | Q1 2026OLDER |
| Stonebridge Wealth Management, LLC$104M AUM | 0.49% | $513,344 | 7.4K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.44% | $27M | 387.0K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.41% | $11M | 155.6K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.38% | $897,307 | 12.9K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.31% | $994,413 | 14.3K | Q1 2026OLDER |
| SimpliFi, Inc.$238M AUM | 0.28% | $676,157 | 9.7K | Q1 2026OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 0.21% | $235,922 | 3.4K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.20% | $1M | 17.8K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.18% | $586,825 | 8.4K | Q1 2026OLDER |
| Parker Financial LLC$250M AUM | 0.16% | $412,473 | 5.9K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.16% | $3M | 39.3K | Q3 2025OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.15% | $724,078 | 10.4K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.15% | $182,120 | 2.6K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.14% | $1M | 15.5K | Q1 2026OLDER |
| Financial Solutions Advisory Group, Inc.$723M AUM | 0.14% | $1M | 14.5K | Q2 2026 |
| IVC Wealth Advisors LLC$230M AUM | 0.13% | $299,056 | 4.3K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.13% | $11M | 163.6K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.12% | $5M | 70.1K | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$671M AUM | 0.11% | $766,565 | 10.1K | Q2 2026 |
| Philip James Wealth Mangement, LLC$870M AUM | 0.11% | $983,757 | 14.8K | Q4 2025OLDER |
| RDA Financial Network$459M AUM | 0.11% | $515,236 | 6.8K | Q2 2026 |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.11% | $285,462 | 4.1K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.11% | $379,578 | 5.4K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 0.10% | $282,461 | 3.7K | Q2 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.10% | $931,876 | 13.4K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.10% | $5M | 69.0K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.09% | $338,094 | 4.8K | Q1 2026OLDER |
| Dodds Wealth, LLC$407M AUM | 0.09% | $365,211 | 5.2K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.09% | $1M | 15.1K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.08% | $2M | 26.5K | Q1 2026OLDER |
| Bay Rivers Group$293M AUM | 0.08% | $227,310 | 3.0K | Q2 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.07% | $883,365 | 12.7K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 0.07% | $237,360 | 3.4K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.07% | $92,854 | 1.3K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.07% | $310,409 | 4.5K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.06% | $2M | 27.8K | Q2 2026 |
| Bedel Financial Consulting, Inc.$888M AUM | 0.06% | $587,505 | 8.8K | Q4 2025OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.06% | $256,818 | 3.7K | Q1 2026OLDER |
| Retirement Investment Advisors, Inc.$1.4B AUM | 0.06% | $814,425 | 10.4K | Q2 2026 |
| Wealth Group Ltd$439M AUM | 0.05% | $230,043 | 3.3K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.05% | $788,769 | 11.3K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 0.05% | $1M | 15.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 17.5K | Q2 2026 |
| Mason & Associates Inc$516M AUM | 0.05% | $237,321 | 3.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.05% | $7M | 107.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.04% | $2M | 35.6K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $12M | 167.1K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.04% | $496,277 | 7.1K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $867,472 | 12.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $1M | 15.2K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.04% | $349,866 | 4.6K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.04% | $142M | 2.04M | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.04% | $331,332 | 4.8K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.04% | $551,606 | 7.3K | Q2 2026 |
| Key FInancial Inc$562M AUM | 0.03% | $194,142 | 2.8K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.03% | $482,074 | 6.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $24M | 337.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 49.9K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.03% | $78,424 | 1.1K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.03% | $281,559 | 4.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 95.0K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.03% | $75,078 | 1.1K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.03% | $421,699 | 6.0K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.03% | $406,061 | 5.8K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.03% | $48,352 | 694 | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.02% | $212,406 | 3.0K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $344,228 | 4.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 29.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.02% | $36M | 519.8K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.02% | $453,115 | 6.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $222,305 | 3.2K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.02% | $1M | 17.8K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.02% | $81,909 | 1.2K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.02% | $48,887 | 701 | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $403,656 | 5.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 126.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $241M | 3.62M | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $444,704 | 6.2K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.01% | $36,040 | 517 | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.01% | $456,391 | 6.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $7M | 103.8K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $187,799 | 2.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $354,412 | 5.1K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.01% | $343,694 | 5.2K | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $246,464 | 3.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $38M | 540.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 113.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $442,886 | 6.4K | Q1 2026OLDER |
| NBZ Investment Advisors LLC$229M AUM | 0.01% | $23,353 | 335 | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.01% | $34,855 | 500 | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.01% | $48,524 | 696 | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $20,837 | 275 | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 16.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $665,382 | 9.5K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $277,376 | 4.0K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $1M | 14.4K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $267,826 | 3.8K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $683,715 | 9.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $407,451 | 5.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 85.5K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $568,889 | 8.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 25.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $32M | 465.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $440,662 | 6.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $412,753 | 5.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $340,913 | 4.9K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $18,054 | 259 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $57M | 821.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $171,289 | 2.6K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $85,878 | 1.3K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $997,258 | 15.0K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $14M | 203.8K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $375,597 | 5.4K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $16,382 | 235 | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $209,130 | 3.0K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $4,043 | 58 | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $12,040 | 181 | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 31.7K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $46,706 | 670 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $45,311 | 650 | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $225,344 | 3.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $254,908 | 3.7K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $90,274 | 1.3K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $788,470 | 11.3K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $235,388 | 3.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $310,330 | 4.7K | Q4 2025OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.00% | $40,223 | 577 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 22.5K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 162.2K | Q2 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $129,567 | 1.7K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 18.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $923,578 | 13.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $92,596 | 1.4K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9M | 131.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 18.2K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $287,135 | 4.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $35,392 | 516 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $992,329 | 14.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 15.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $229,625 | 3.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 25.7K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $15,964 | 229 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $18,449 | 265 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $31,370 | 450 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 26.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $769,967 | 11.0K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $22,307 | 320 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 18.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $93,272 | 1.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $25,305 | 363 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $101,428 | 1.5K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $6,971 | 100 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $248,210 | 3.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $744,863 | 10.7K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.00% | $3,713 | 49 | Q2 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $89,368 | 1.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $354,266 | 5.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $991,555 | 14.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $168,427 | 2.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $276,472 | 4.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $19,465 | 279 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $199,301 | 2.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 46.5K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $38,201 | 548 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $35,735 | 548 | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $59,254 | 850 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 21.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $501,371 | 7.4K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $20,355 | 292 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $652,827 | 9.8K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 19.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $187,520 | 2.7K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $38,316 | 550 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $17,218 | 247 | Q2 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $280,513 | 4.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $26,947 | 413 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,067 | 44 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $20,843 | 299 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $139,420 | 2.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1,115 | 16 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $12 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.