EQWLINVESCO EXCHANGE TRADED FD T
CUSIP 46137V449 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (EQWL) has 185 institutional holders in Filings Flow’s 13F database, together reporting 11.60M shares worth $1.3B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Envestnet Asset Management Inc, and Cetera Investment Advisers.
Institutional Holders
185
Q1 2026
Reported Value
$1.3B
Ticker
EQWL
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| REICON WEALTH ADVISORS, LLC$132M AUM | 30.32% | $40M | 346.7K | Q1 2026 |
| Altus Wealth Management, LLC$225M AUM | 15.81% | $36M | 308.7K | Q1 2026 |
| RFP Financial Group LLC$184M AUM | 11.55% | $21M | 184.4K | Q1 2026 |
| Bond & Devick Financial Network, Inc.$358M AUM | 10.01% | $36M | 311.4K | Q1 2026 |
| Fiduciary Planning LLC$331M AUM | 4.72% | $16M | 135.6K | Q1 2026 |
| CM WEALTH ADVISORS LLC$470M AUM | 3.71% | $17M | 151.1K | Q1 2026 |
| Prentice Wealth Management LLC$484M AUM | 3.61% | $16M | 138.9K | Q1 2026 |
| Forza Wealth Management, LLC$287M AUM | 3.16% | $9M | 78.7K | Q1 2026 |
| Argent Advisors, Inc.$366M AUM | 2.94% | $11M | 93.3K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 2.90% | $7M | 67.5K | Q2 2025OLDER |
| Highview Capital Management LLC/DE/$275M AUM | 2.13% | $6M | 50.9K | Q1 2026 |
| Able Wealth Management LLC$374M AUM | 1.91% | $7M | 61.9K | Q1 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC$180M AUM | 1.89% | $3M | 28.2K | Q1 2026 |
| Systelligence, LLC$514M AUM | 1.82% | $10M | 80.9K | Q4 2025OLDER |
| KPP Advisory Services LLC$689M AUM | 1.71% | $12M | 102.2K | Q1 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 1.38% | $5M | 47.2K | Q1 2026 |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 1.16% | $2M | 21.6K | Q3 2025OLDER |
| CoreFirst Bank & Trust$189M AUM | 1.11% | $2M | 17.3K | Q4 2025OLDER |
| REDW Wealth LLC$251M AUM | 1.03% | $3M | 22.5K | Q1 2026 |
| National Wealth Management Group, LLC$269M AUM | 1.00% | $3M | 23.2K | Q1 2026 |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.98% | $4M | 37.2K | Q1 2026 |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.77% | $829,482 | 7.0K | Q4 2025OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 0.76% | $2M | 16.0K | Q1 2026 |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.65% | $9M | 78.5K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.57% | $6M | 54.3K | Q1 2026 |
| Michels Family Financial, LLC$139M AUM | 0.49% | $678,891 | 5.9K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.39% | $6M | 52.5K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.38% | $576,661 | 5.0K | Q1 2026 |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.37% | $538,056 | 4.7K | Q1 2026 |
| Precision Wealth Strategies, LLC$301M AUM | 0.31% | $946,842 | 8.6K | Q2 2025OLDER |
| Avant Capital LLC$142M AUM | 0.31% | $436,083 | 3.8K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 0.27% | $1M | 9.8K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.26% | $2M | 18.7K | Q1 2026 |
| BALANCED WEALTH GROUP LLC$279M AUM | 0.25% | $693,433 | 6.0K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.24% | $1M | 12.0K | Q1 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 0.24% | $312,300 | 2.7K | Q1 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.23% | $560,938 | 4.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.19% | $13M | 111.7K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.19% | $545,490 | 4.7K | Q1 2026 |
| ATX Financial Planning, LLC$132M AUM | 0.19% | $244,309 | 2.1K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.17% | $1M | 10.0K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.16% | $190,158 | 1.6K | Q1 2026 |
| Private Capital Management, LLC$1.0B AUM | 0.15% | $1M | 12.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.14% | $30M | 260.2K | Q1 2026 |
| Steele Capital Management, Inc.$2.4B AUM | 0.13% | $3M | 26.7K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.13% | $2M | 18.1K | Q1 2026 |
| Allegheny Financial Group$742M AUM | 0.11% | $849,587 | 7.4K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.11% | $2M | 16.2K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.11% | $3M | 28.3K | Q1 2026 |
| Orion Capital Management LLC$290M AUM | 0.11% | $319,215 | 2.8K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.11% | $276,685 | 2.5K | Q2 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.11% | $1M | 8.7K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.11% | $2M | 17.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.10% | $19M | 169.9K | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.10% | $7M | 63.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.08% | $78M | 678.8K | Q1 2026 |
| Uniting Wealth Partners, LLC$470M AUM | 0.08% | $367,846 | 3.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.08% | $53M | 462.1K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.08% | $1M | 11.4K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.07% | $1M | 8.9K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.07% | $3M | 29.9K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.07% | $2M | 16.4K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.07% | $3M | 26.5K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.06% | $232M | 2.02M | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.06% | $1M | 9.2K | Q1 2026 |
| FLC Capital Advisors$560M AUM | 0.06% | $322,672 | 2.8K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.06% | $1M | 8.4K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.06% | $337,653 | 2.9K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.05% | $1M | 9.8K | Q1 2026 |
| Stenger Family Office, LLC$566M AUM | 0.05% | $278,766 | 2.4K | Q1 2026 |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.05% | $472,578 | 4.1K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.05% | $442,752 | 3.8K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 0.05% | $236,320 | 2.0K | Q4 2025OLDER |
| Graney & King, LLC$186M AUM | 0.05% | $87,813 | 762 | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.05% | $4M | 35.9K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.05% | $903,936 | 7.8K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.05% | $6M | 53.7K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.05% | $2M | 16.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $6M | 48.1K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.04% | $748,945 | 6.5K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.04% | $367,491 | 3.2K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.04% | $271,966 | 2.4K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.04% | $2M | 18.2K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $517,965 | 4.4K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 45.6K | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 0.03% | $264,954 | 2.4K | Q2 2025OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 0.03% | $587,964 | 5.0K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $3M | 22.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.03% | $121M | 1.05M | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.03% | $1M | 10.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 25.8K | Q1 2026 |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.03% | $240,025 | 2.1K | Q3 2025OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.03% | $445,518 | 3.9K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $893,815 | 7.8K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.03% | $6M | 52.7K | Q1 2026 |
| Blue Chip Partners, LLC$1.4B AUM | 0.03% | $409,296 | 3.6K | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.03% | $49,904 | 433 | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 14.1K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $88,274 | 766 | Q1 2026 |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.02% | $65,687 | 570 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $373,262 | 3.2K | Q1 2026 |
| United Community Bank$300M AUM | 0.02% | $63,958 | 555 | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.02% | $1M | 8.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 120.0K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $36M | 321.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 38.8K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 10.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $17M | 148.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $8M | 66.0K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.02% | $207,662 | 1.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $5M | 47.6K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $62M | 542.4K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $200,866 | 1.7K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $2M | 15.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $293,313 | 101.6K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $363,271 | 3.2K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $526,227 | 4.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $9M | 79.9K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $8M | 66.8K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $32M | 281.3K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 15.9K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.01% | $277,729 | 2.4K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $502,962 | 4.4K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $393,429 | 3.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $15M | 128.3K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 15.3K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $131,721 | 1.1K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $463,812 | 4.0K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $302,720 | 2.6K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $889,884 | 7.7K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $202,807 | 1.8K | Q3 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $204,792 | 1.8K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $170,745 | 1.5K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $219,155 | 1.9K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $311,667 | 2.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 11.1K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $32,091 | 276 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $280,274 | 2.4K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $55,430 | 481 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $2M | 14.6K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.00% | $249,494 | 2.2K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $68,808 | 600 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $74M | 627.1K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $393,429 | 3.4K | Q1 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.00% | $230,019 | 2.0K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $61,354 | 535 | Q3 2025OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 0.00% | $308,884 | 2.6K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $91,385 | 793 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 15.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $145,548 | 1.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $552,192 | 4.8K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $892,188 | 7.7K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $87,467 | 759 | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $12,362 | 107 | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $235,375 | 2.0K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $407,143 | 3.5K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 10.8K | Q1 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $16,018 | 139 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $44,214 | 383 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $12M | 103.3K | Q1 2026 |
| Providence Capital Advisors, LLC$613M AUM | 0.00% | $12,772 | 111 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $28M | 246.1K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $4,263 | 37 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $14M | 124.6K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $428,094 | 3.6K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $13,714 | 120 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $519,387 | 4.5K | Q1 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $5,441 | 47 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 8.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $984,564 | 8.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 9.3K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $29,540 | 250 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 60.0K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $4,033 | 35 | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $32,395 | 281 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $166,061 | 1.4K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $566,808 | 4.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 53.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $434,570 | 3.8K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $201,785 | 1.8K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $5,762 | 50 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $133,102 | 1.2K | Q1 2026 |
| Fairway Wealth LLC$379M AUM | 0.00% | $2,363 | 20 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $65,801 | 570 | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $216,751 | 2.0K | Q2 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $210,443 | 1.8K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $362,761 | 3.2K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $327,512 | 2.8K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 12.7K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $16,940 | 147 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 31.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 12.7K | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $215,192 | 1.8K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 9.2K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,651 | 23 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $15,557 | 135 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $2,482 | 21 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $305,487 | 2.7K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $556,025 | 4.8K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $43,676 | 379 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $5,762 | 50 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,153 | 10 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $13,598 | 118 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $9,187 | 80 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $249,495 | 2.2K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $2,294 | 20 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.