RSPHINVESCO EXCHANGE TRADED FD T
CUSIP 46137V332 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (RSPH) has 182 institutional holders in Filings Flow’s 13F database, together reporting 10.30M shares worth $312M as of Q1 2026. The largest reported holders are Hightower Advisors, LLC, Morgan Stanley, and Walled Lake Planning & Wealth Management, LLC.
Institutional Holders
182
Q1 2026
Reported Value
$312M
Ticker
RSPH
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 3.91% | $13M | 440.4K | Q1 2026 |
| Friedenthal Financial$217M AUM | 1.86% | $4M | 122.7K | Q1 2026 |
| Ballast, Inc.$432M AUM | 1.40% | $3M | 117.5K | Q2 2025OLDER |
| FCA CORP /TX$354M AUM | 1.26% | $4M | 147.7K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 1.22% | $3M | 112.7K | Q1 2026 |
| Yoder Wealth Management, Inc.$219M AUM | 0.98% | $2M | 70.8K | Q1 2026 |
| Red Mountain Financial, LLC$106M AUM | 0.80% | $847,178 | 28.1K | Q1 2026 |
| Stelac Advisory Services LLC$494M AUM | 0.75% | $4M | 123.5K | Q1 2026 |
| Walker Asset Management, LLC$185M AUM | 0.71% | $1M | 43.4K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.48% | $566,773 | 18.8K | Q1 2026 |
| SYKON CAPITAL LLC$300M AUM | 0.44% | $1M | 43.5K | Q4 2025OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.43% | $2M | 56.6K | Q1 2026 |
| Hartford Financial Management Inc.$392M AUM | 0.43% | $2M | 55.8K | Q1 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 0.37% | $2M | 74.9K | Q1 2026 |
| Ironsides Asset Advisors, LLC$399M AUM | 0.35% | $1M | 46.2K | Q1 2026 |
| Optas, LLC$661M AUM | 0.28% | $2M | 60.3K | Q1 2026 |
| Perissos Private Wealth Management, LLC$115M AUM | 0.27% | $316,594 | 10.5K | Q1 2026 |
| Leo H. Evart, Inc.$117M AUM | 0.25% | $294,429 | 9.8K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.25% | $2M | 75.5K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.23% | $872,444 | 28.9K | Q1 2026 |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 0.22% | $459,516 | 15.2K | Q1 2026 |
| Sensible Money, LLC$329M AUM | 0.20% | $658,976 | 21.8K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.20% | $2M | 69.2K | Q1 2026 |
| Wakefield Asset Management LLLP$377M AUM | 0.18% | $662,926 | 20.8K | Q4 2025OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.16% | $211,204 | 7.0K | Q1 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.16% | $1M | 37.2K | Q1 2026 |
| SEVEN MILE ADVISORY$139M AUM | 0.15% | $211,355 | 7.0K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.15% | $439,619 | 14.6K | Q1 2026 |
| Capasso Planning Partners LLC$185M AUM | 0.14% | $233,576 | 7.9K | Q3 2025OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.14% | $203,896 | 6.4K | Q4 2025OLDER |
| Live Oak Investment Partners$169M AUM | 0.14% | $204,290 | 7.0K | Q3 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.13% | $4M | 124.0K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.13% | $2M | 60.6K | Q1 2026 |
| International Private Wealth Advisors LLC$163M AUM | 0.12% | $203,159 | 6.7K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.11% | $2M | 73.7K | Q1 2026 |
| Elmwood Wealth Management, Inc.$400M AUM | 0.11% | $380,945 | 12.6K | Q1 2026 |
| BAYBAN$115M AUM | 0.11% | $120,774 | 4.0K | Q1 2026 |
| Socha Financial Group, LLC$197M AUM | 0.10% | $234,024 | 8.0K | Q2 2025OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.10% | $2M | 60.5K | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.10% | $123,190 | 4.1K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.10% | $203,681 | 6.4K | Q4 2025OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.09% | $531,920 | 4.6K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.08% | $2M | 63.2K | Q1 2026 |
| Bank OZK$283M AUM | 0.08% | $235,510 | 7.8K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.08% | $697,926 | 23.1K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.08% | $522,668 | 17.3K | Q1 2026 |
| One Charles Private Wealth Services, LLC$400M AUM | 0.07% | $286,013 | 9.0K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.07% | $64M | 2.14M | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.07% | $229,551 | 7.6K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.07% | $382,712 | 12.7K | Q1 2026 |
| Shorepoint Capital Partners LLC$503M AUM | 0.06% | $302,717 | 10.3K | Q3 2025OLDER |
| Legacy Bridge, LLC$262M AUM | 0.06% | $157,309 | 5.2K | Q1 2026 |
| Trinity Financial Advisors LLC$389M AUM | 0.06% | $206,441 | 6.8K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.06% | $437,379 | 14.5K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.06% | $10M | 323.3K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.05% | $3M | 115.5K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.05% | $425,070 | 14.6K | Q2 2025OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.05% | $253,130 | 8.4K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.05% | $658,976 | 21.8K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.05% | $591,068 | 19.6K | Q1 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.04% | $211,356 | 7.0K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.04% | $482,117 | 16.5K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 128.0K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $398,103 | 13.2K | Q1 2026 |
| Cooper Financial Group$1.2B AUM | 0.04% | $346,985 | 11.5K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $428,783 | 14.2K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.03% | $7M | 235.7K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 37.1K | Q1 2026 |
| Joseph Group Capital Management$400M AUM | 0.03% | $104,564 | 3.3K | Q4 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $503,355 | 16.6K | Q1 2026 |
| Occidental Asset Management, LLC$844M AUM | 0.02% | $208,275 | 6.9K | Q1 2026 |
| North Capital, Inc.$118M AUM | 0.02% | $31,771 | 1.1K | Q3 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $383,632 | 12.7K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.02% | $7M | 216.6K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $660,373 | 21.9K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.02% | $115,705 | 3.8K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $350,780 | 11.6K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.02% | $364,994 | 12.1K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $851,249 | 28.2K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $472,228 | 15.6K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $165,079 | 5.2K | Q4 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $341,486 | 11.3K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.01% | $216,300 | 7.5K | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $160,026 | 5.3K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.01% | $211,355 | 7.0K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $875,554 | 29.0K | Q1 2026 |
| Raleigh Capital Management Inc.$290M AUM | 0.01% | $33,213 | 1.1K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $26,359 | 873 | Q1 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 0.01% | $229,807 | 7.6K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $687,810 | 22.8K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 37.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 184.1K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $346,687 | 11.5K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $531,321 | 17.6K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $7M | 214.0K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $14,291 | 473 | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $13,537 | 425 | Q4 2025OLDER |
| Zhang Financial LLC$2.9B AUM | 0.01% | $208,336 | 6.9K | Q1 2026 |
| Advisors Preferred, LLC$679M AUM | 0.01% | $43,695 | 1.4K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $575,279 | 19.1K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.01% | $222,334 | 7.5K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $87,864 | 2.9K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $173,719 | 5.8K | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $23,008 | 762 | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.01% | $37,742 | 1.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $265,072 | 8.8K | Q1 2026 |
| Lavaca Capital LLC$564M AUM | 0.01% | $33,213 | 1.1K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $110,509 | 3.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 35.3K | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.01% | $16,606 | 550 | Q1 2026 |
| Pacific Center for Financial Services$394M AUM | 0.01% | $21,280 | 705 | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $309,894 | 10.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $375,052 | 12.4K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $541,825 | 17.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $5M | 153.5K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $15,097 | 500 | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.00% | $225,244 | 7.5K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $791,307 | 26.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 86.1K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $94,808 | 3.1K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $73,462 | 2.4K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $813,108 | 26.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $594,482 | 19.7K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $4M | 118.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $10M | 334.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $316,062 | 10.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 375.8K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $949,811 | 31.5K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $160,857 | 5.0K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $21,160 | 720 | Q3 2025OLDER |
| Avalon Trust Co$1.5B AUM | 0.00% | $29,180 | 1.0K | Q2 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $364,996 | 12.5K | Q2 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $348,646 | 11.5K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $5M | 172.7K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $3M | 94.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11M | 350.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $119,902 | 4.0K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $330,319 | 10.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $479,489 | 15.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $272,318 | 8.6K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $24,766 | 816 | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $42,875 | 1.4K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $46,498 | 1.5K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $241,760 | 8.0K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $4,409 | 150 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $775,569 | 25.7K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $277,390 | 9.2K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 183.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $750,613 | 24.9K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $186,752 | 6.4K | Q2 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $223,584 | 7.4K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $20M | 636.0K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $40,671 | 1.3K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $55,224 | 1.8K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $15,096 | 500 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $21,136 | 700 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $763,876 | 27.3K | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $9,820 | 325 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 72.1K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $643,905 | 21.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $13M | 430.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 159.6K | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $8,605 | 285 | Q1 2026 |
| Banque Transatlantique SA$4.2B AUM | 0.00% | $35,568 | 1.2K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $369,689 | 12.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $623,958 | 20.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 48.5K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10M | 332.0K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $41,214 | 1.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $212,000 | 7.2K | Q2 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $201,210 | 6.7K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $23,521 | 779 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $3,926 | 130 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $149,124 | 4.7K | Q4 2025OLDER |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $2,714 | 93 | Q2 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $31,957 | 1.1K | Q3 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $2,808 | 93 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $9,712 | 320 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $77,477 | 2.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 83.0K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $252,712 | 8.4K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $345,746 | 11.5K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $265,538 | 9.1K | Q2 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $30,194 | 1.0K | Q1 2026 |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $3,068 | 102 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $54,666 | 1.9K | Q3 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $13,285 | 440 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 34.2K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $205,739 | 6.8K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $1,002 | 34 | Q3 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $3,799 | 126 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,424 | 80 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $27,174 | 900 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $25,060 | 830 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $46,800 | 1.6K | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.00% | $150 | 5 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $699,465 | 23.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $5,737 | 190 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $151,420 | 5.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $32,609 | 1.1K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $35,368 | 1.1K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $389,303 | 12.2K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $319,992 | 10.6K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $641,050 | 21.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $27,778 | 920 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $4,778 | 150 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $2,415 | 80 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $4,469 | 148 | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $924 | 29 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $27,174 | 900 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $69,445 | 2.3K | Q1 2026 |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $1 | 0 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $30 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.