INVESCO EXCHANGE TRADED FD T
CUSIP 46137V837
Invesco Exchange Traded Fd T has 206 institutional holders in Filings Flow’s 13F database, together reporting 6.07M shares worth $701M as of Q1 2026. The largest reported holders are Morgan Stanley, Raymond James Financial Inc, and Wells Fargo & Company/Mn.
Institutional Holders
206
Q1 2026
Reported Value
$701M
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 |
|---|---|---|---|---|
| Strid Group, LLC$807M AUM | 1.60% | $13M | 107.1K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 1.49% | $4M | 27.0K | Q2 2026 |
| NewSquare Capital LLC$1.2B AUM | 1.13% | $13M | 108.1K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 1.11% | $3M | 29.0K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 0.85% | $1M | 9.7K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.64% | $710,581 | 5.9K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.63% | $2M | 19.0K | Q4 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.55% | $5M | 42.8K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.54% | $1M | 11.9K | Q4 2025OLDER |
| Redwood Family Wealth LLC$102M AUM | 0.51% | $517,148 | 4.3K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.43% | $6M | 50.2K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.41% | $900,694 | 7.5K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.39% | $635,523 | 5.3K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.37% | $2M | 19.2K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.35% | $2M | 16.8K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.34% | $2M | 19.8K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.34% | $384,088 | 3.2K | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.33% | $1M | 10.9K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.33% | $415,434 | 3.5K | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.32% | $25M | 210.7K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 0.32% | $2M | 14.9K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 0.29% | $729,589 | 6.0K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.28% | $581,815 | 4.8K | Q1 2026OLDER |
| Mullooly Asset Management, Inc.$271M AUM | 0.28% | $746,945 | 6.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.27% | $17M | 139.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.26% | $3M | 28.6K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.23% | $623,637 | 5.2K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.23% | $1M | 9.5K | Q3 2025OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 0.22% | $383,363 | 3.2K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.22% | $4M | 34.0K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.21% | $309,529 | 2.0K | Q2 2026 |
| Realta Investment Advisors$288M AUM | 0.19% | $533,428 | 4.4K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.18% | $3M | 24.7K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.18% | $2M | 20.1K | Q1 2026OLDER |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 0.17% | $236,055 | 2.0K | Q1 2026OLDER |
| First City Capital Management, Inc.$189M AUM | 0.17% | $312,124 | 2.6K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.15% | $277,591 | 2.3K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.15% | $309,347 | 2.6K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.15% | $465,811 | 3.1K | Q2 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.14% | $619,419 | 5.1K | Q1 2026OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.13% | $264,469 | 2.2K | Q3 2025OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.13% | $2M | 16.0K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.12% | $242,213 | 2.0K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.11% | $489,015 | 4.0K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.11% | $386,382 | 3.2K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.11% | $370,814 | 2.8K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 0.11% | $354,143 | 2.9K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.09% | $119,255 | 987 | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.09% | $2M | 10.7K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.09% | $230,815 | 1.9K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.08% | $413,427 | 2.8K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.08% | $2M | 14.1K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.08% | $345,191 | 2.9K | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.08% | $16M | 132.9K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 0.07% | $262,199 | 2.2K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $47M | 386.5K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.06% | $221,204 | 1.8K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.06% | $560,487 | 4.8K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.06% | $380,815 | 4.3K | Q2 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.05% | $1M | 11.9K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.05% | $468,246 | 3.9K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.05% | $312,728 | 2.6K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.05% | $2M | 15.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.05% | $533,811 | 4.4K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.04% | $249,760 | 2.1K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.04% | $317,799 | 2.6K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.04% | $102,150 | 846 | Q1 2026OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 0.04% | $204,046 | 1.7K | Q1 2026OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 0.04% | $248,371 | 2.1K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.04% | $981,048 | 8.1K | Q1 2026OLDER |
| Mirador Capital Partners LP$817M AUM | 0.04% | $303,460 | 2.0K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $2M | 17.4K | Q4 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.04% | $333,845 | 2.8K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.04% | $1M | 7.5K | Q2 2026 |
| SPC Financial, Inc.$1.3B AUM | 0.04% | $452,150 | 3.8K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $19M | 156.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 27.1K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.03% | $42,255 | 363 | Q4 2025OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.03% | $530,672 | 4.4K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.03% | $166,316 | 1.4K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 15.0K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.03% | $143,259 | 1.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $8M | 64.6K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $236,780 | 2.0K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.03% | $519,429 | 4.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $30M | 244.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.03% | $5M | 43.8K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.03% | $252,960 | 2.1K | Q1 2026OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.02% | $241,489 | 2.0K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.02% | $69,066 | 572 | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.02% | $489,136 | 4.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.02% | $25,477 | 211 | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.02% | $36,948 | 306 | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.02% | $446,831 | 3.7K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $65M | 536.8K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $469,693 | 3.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $338,932 | 2.8K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $250,820 | 2.1K | Q3 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $280,189 | 2.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $9M | 75.8K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $19,090 | 164 | Q4 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $264,430 | 2.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $2M | 18.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 48.8K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.02% | $793,774 | 6.6K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $208,364 | 1.8K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $656,365 | 5.4K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $2M | 20.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 19.3K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $633,546 | 5.2K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $411,000 | 3.4K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 11.7K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $3M | 22.3K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.01% | $110,240 | 913 | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $36,223 | 300 | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $986,876 | 8.2K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.01% | $29,582 | 245 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $38,181 | 328 | Q4 2025OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $21,010 | 174 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $560,011 | 4.6K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.01% | $210,698 | 1.7K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $462,451 | 3.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 62.0K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.01% | $45,521 | 377 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.01% | $118,055 | 1.0K | Q3 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $404,430 | 3.3K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $217,340 | 1.8K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.01% | $84,521 | 700 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $50M | 411.1K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $34M | 284.4K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $103,236 | 855 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 13.5K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $3M | 23.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $661,679 | 5.5K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $366,208 | 3.1K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 8.9K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.01% | $524,075 | 3.5K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $37M | 306.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $274,748 | 2.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $252,180 | 2.1K | Q3 2025OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.01% | $8,122 | 95 | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $137,649 | 1.1K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $349,034 | 2.8K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $65,002 | 528 | Q1 2026OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.01% | $47,332 | 392 | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 0.01% | $10,341 | 100 | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $756,009 | 6.3K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $267,449 | 2.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $279,836 | 2.4K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $79,165 | 671 | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 10.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $80M | 688.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $344,001 | 2.8K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $6,984 | 60 | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $810,004 | 6.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $167,714 | 1.4K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $978,089 | 8.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $240,992 | 2.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $978,727 | 8.4K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $340,499 | 2.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $26M | 214.4K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $21,368 | 181 | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 29.5K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.00% | $292,081 | 2.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 19.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $89,592 | 742 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $13M | 105.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 18.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $39M | 325.4K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $15,697 | 130 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $42,985 | 356 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $229,052 | 1.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $154,674 | 1.3K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $9,445 | 80 | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 40.0K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $96,596 | 800 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $172,191 | 1.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $32,795 | 266 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 67.8K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $24,149 | 200 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 9.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 14.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $40,087 | 332 | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.00% | $24,994 | 207 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $377,841 | 3.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $604,567 | 5.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $314,056 | 2.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $988,897 | 8.2K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $3,022 | 25 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $730,262 | 6.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $29,916 | 257 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $49,384 | 409 | Q2 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $521,718 | 4.3K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $217,457 | 1.8K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $14,757 | 125 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $146,825 | 1.2K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $4,277 | 28 | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $668,618 | 5.5K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $11,175 | 96 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $995,194 | 8.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $323,361 | 2.7K | Q3 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $8,090 | 67 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $5,433 | 45 | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.00% | $1,449 | 12 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $13,790 | 114 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $123,414 | 1.0K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $966 | 8 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $322,569 | 2.7K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $3,743 | 31 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $207,197 | 1.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $11,650 | 101 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $515,940 | 4.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 46.6K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $4,423 | 38 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $911 | 6 | Q2 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $299,890 | 2.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $558,084 | 4.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $377,283 | 3.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $385,898 | 3.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $6,882 | 57 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 15.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $36,224 | 300 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $421,027 | 3.6K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $1,366 | 9 | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $301,953 | 2.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $916,812 | 7.6K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $47,726 | 410 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $447,237 | 3.7K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $926,095 | 7.7K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $34,826 | 295 | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $205,500 | 1.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $292,201 | 2.4K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $7,728 | 64 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $217,340 | 1.8K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $121,951 | 1.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $30,373 | 252 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $88 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.