Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q2 2026 (June 30)765holders +111
149new positions
41sold out
3famous investors
$160.82avg. 13F price*
At the end of Q2 2026, 765 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 111 from Q1 2026. 149 opened new positions and 41 sold out. The largest holders were LPL Financial LLC ($1.2B), Morgan Stanley ($571.6M) and Bank of America Corp. ($519.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco S&P 500 Momentum ETF
- CUSIP
- 46138E339
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 149 | $347.8M |
| Exits | 41 | $38.2M |
All 13F filers, Q1 2026 → Q2 2026: 10,186,904 shares bought and 3,368,339 shares sold, net +6,818,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 765 holders
| LPL Financial LLC | 0.28% | Add +12.9% | 7,669,460 | $1.2B |
| Morgan Stanley | 0.03% | Add +13.1% | 3,538,672 | $571.6M |
| Bank of America Corp. | 0.03% | Add +0.2% | 3,215,212 | $519.4M |
| Vantagepoint Investment Advisers LLC | 2.70% | Reduce -7.6% | 2,230,110 | $360.3M |
| Raymond James Financial Inc. | 0.08% | Add +16.4% | 1,822,485 | $294.4M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +6.8% | 1,651,011 | $266.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +9.5% | 1,479,343 | $239.0M |
| Wells Fargo & Company | 0.04% | Add +20.1% | 1,471,099 | $237.6M |
| Cambridge Investment Research Advisors, Inc. | 0.49% | Add +26.3% | 1,343,836 | $217.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -18.7% | 1,109,590 | $175.9M |
| Osaic Holdings, Inc. | 0.20% | Add +28.8% | 1,049,639 | $169.6M |
| Cetera Investment Advisers | 0.14% | Reduce -3.9% | 980,323 | $158.4M |
| Performance Wealth Partners, LLC | 3.66% | Add +157.6% | 912,173 | $147.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.27% | Add +1092.9% | 869,180 | $140.4M |
| Planning Alternatives Ltd. | 13.01% | Add +0.9% | 751,352 | $121.4M |
| Equitable Holdings, Inc. | 0.69% | Add +0.1% | 711,587 | $114.9M |
| Jones Financial Companies LLLP | 0.04% | Add +56.3% | 721,878 | $111.3M |
| MML Investors Services, LLC | 0.22% | Add +36.6% | 659,465 | $106.5M |
| Redwood Investment Management, LLC | 10.22% | Reduce -2.8% | 638,049 | $103.1M |
| Commonwealth Equity Services, LLC | 0.13% | Add +67.2% | 631,935 | $102.1M |
| Money Concepts Capital Corp. | 4.49% | Reduce -3.1% | 600,487 | $97.0M |
| UBS Group AG | 0.02% | Add +70.7% | 588,006 | $95.0M |
| Ameriprise Financial Inc. | 0.02% | Add +356.8% | 574,305 | $92.9M |
| Private Advisor Group, LLC | 0.41% | Reduce -2.1% | 550,659 | $89.0M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -6.7% | 546,617 | $88.3M |
| Alpine Bank Wealth Management | 10.18% | Reduce -38.0% | 490,988 | $79.3M |
| Royal Bank of Canada | 0.01% | Add +29.0% | 413,793 | $66.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +35.0% | 429,242 | $66.0M |
| TD Private Client Wealth LLC | 1.03% | Add +22.7% | 348,450 | $56.3M |
| HighTower Advisors, LLC | 0.05% | Add +18.3% | 338,517 | $54.7M |
| Family Investment Center, Inc. | 8.86% | Reduce -8.1% | 330,159 | $53.3M |
| Triton Wealth Management, PLLC | 15.18% | Add +19.6% | 328,079 | $49.4M |
| Penserra Capital Management LLC | 0.37% | Add +0.5% | 301,526 | $48.7M |
| Invst, LLC | 4.49% | Reduce -8.3% | 284,962 | $46.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.63% | New | 267,862 | $43.3M |
| HBW Advisory Services LLC | 3.85% | Add +8.2% | 263,212 | $42.5M |
| RVW Wealth, LLC | 2.76% | Add +4.9% | 259,247 | $41.9M |
| Sanctuary Advisors, LLC | 0.19% | Reduce -11.7% | 255,060 | $41.2M |
| Thoroughbred Financial Services, LLC | 1.95% | Add +47.8% | 251,472 | $40.6M |
| Mercer Global Advisors Inc. | 0.05% | Add +3.1% | 251,437 | $40.6M |
| Tompkins Financial Corp. | 2.77% | Reduce -2.8% | 245,323 | $39.6M |
| Marks Wealth, LLC | 8.37% | New | 239,332 | $38.7M |
| Davidson Capital Management Inc. | 5.90% | Reduce -2.3% | 228,169 | $36.9M |
| Nomura Asset Management Co. Ltd. | 0.08% | Add +937.5% | 224,100 | $36.2M |
| Stifel Financial Corp. | 0.03% | Reduce -5.9% | 222,301 | $35.9M |
| Whitaker-Myers Wealth Managers, LTD. | 5.96% | Add +3.7% | 220,770 | $35.7M |
| Meridian Wealth Management, LLC | 1.07% | Reduce -13.5% | 213,710 | $34.5M |
| Onyx Bridge Wealth Group LLC | 3.10% | Add +2712.0% | 213,011 | $34.4M |
| Insight Wealth Strategies, LLC | 3.27% | Add +14.6% | 215,430 | $33.5M |
| Advance Capital Management, Inc. | 1.07% | Reduce -11.3% | 205,771 | $33.2M |
| Stratos Wealth Partners, LTD. | 0.33% | Add +2.3% | 201,647 | $32.6M |
| NewEdge Advisors, LLC | 0.10% | Add +42.1% | 200,379 | $32.4M |
| Ascent Group, LLC | 0.96% | Reduce -25.8% | 197,756 | $31.9M |
| Cerity Partners LLC | 0.04% | Reduce -23.3% | 193,442 | $31.2M |
| Bull Oak Capital, LLC | 10.17% | Add +7.7% | 189,004 | $30.5M |
| Park Avenue Securities LLC | 0.18% | Add +25.1% | 178,623 | $28.9M |
| Seros Financial, LLC | 14.97% | Reduce -4.6% | 177,943 | $28.7M |
| Perigon Wealth Management, LLC | 0.42% | Reduce -12.5% | 164,120 | $26.5M |
| Manchester Financial Inc. | 4.70% | Add +12.3% | 163,474 | $26.4M |
| Legacy Capital Wealth Management, LLC | 12.14% | Add +16.0% | 161,592 | $26.1M |
| Ameritas Advisory Services, LLC | 0.49% | Add +928.3% | 150,022 | $24.2M |
| Adapt Wealth Advisors, LLC | 7.73% | Reduce -2.6% | 146,285 | $23.6M |
| CreativeOne Wealth, LLC | 0.50% | Reduce -22.1% | 144,435 | $23.3M |
| Altus Wealth Group LLC | 8.39% | Add +1.1% | 143,826 | $23.2M |
| Goldstein Advisors, LLC | 2.09% | Reduce -30.1% | 141,576 | $22.9M |
| JTC Employer Solutions Trustee Ltd | 1.82% | Add +52.8% | 193,800 | $22.7M |
| Fischer Investment Strategies, LLC | 10.76% | Reduce -8.2% | 139,640 | $22.6M |
| Integrated Wealth Concepts LLC | 0.14% | Add +96.3% | 136,683 | $22.1M |
| Modern Wealth Management, LLC | 0.26% | Reduce -6.9% | 135,772 | $21.9M |
| Triad Wealth Partners, LLC | 1.29% | Reduce -10.2% | 149,188 | $21.7M |
| Trilogy Capital Inc. | 0.84% | Reduce -2.2% | 133,625 | $21.6M |
| Sierra Ocean, LLC | 14.90% | Add +1.9% | 133,258 | $21.5M |
| Venture Visionary Partners LLC | 0.59% | Reduce -7.5% | 130,488 | $21.1M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +0.7% | 129,338 | $20.9M |
| Dynamic Advisor Solutions LLC | 0.59% | Add +12.2% | 128,073 | $20.7M |
| Integrity Alliance, Llc. | 0.64% | Reduce -8.3% | 125,946 | $20.3M |
| Financial Enhancement Group LLC | 2.40% | Reduce -10.5% | 124,217 | $20.1M |
| Kovack Advisors, Inc. | 0.95% | Add +51.1% | 125,282 | $19.7M |
| Quadrature Capital Ltd | 0.16% | New | 117,803 | $19.0M |
| Summit Financial, LLC | 0.21% | Reduce -1.5% | 117,528 | $19.0M |
| Keating Financial Advisory Services, Inc. | 2.45% | Add +72.7% | 114,970 | $18.6M |
| Pioneer Family Office, LLC | 9.18% | New | 110,355 | $17.8M |
| Green Ridge Wealth Planning LLC | 7.48% | Add +4.9% | 110,026 | $17.8M |
| Truist Financial Corp. | 0.02% | Reduce -1.7% | 108,842 | $17.6M |
| AE Wealth Management LLC | 0.08% | Add +4.9% | 107,973 | $17.4M |
| Level Four Advisory Services, LLC | 0.49% | Add +22.1% | 106,491 | $17.2M |
| StoneCrest Wealth Management, Inc. | 5.25% | Add +9.9% | 101,696 | $16.4M |
| Colonial River Investments, LLC | 4.59% | Add +41.6% | 99,908 | $16.1M |
| Fortis Group Advisors, LLC | 2.53% | Add +1.7% | 97,895 | $15.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +5.7% | 97,417 | $15.7M |
| KWB Wealth | 1.33% | Reduce -21.9% | 96,390 | $15.6M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -2.1% | 95,787 | $15.5M |
| Chicago Partners Investment Group LLC | 0.30% | Add +2.9% | 101,550 | $15.2M |
| Harbour Investments, Inc. | 0.20% | Add +5.2% | 93,707 | $15.1M |
| Clear Creek Financial Management, LLC | 0.97% | Add +0.7% | 93,671 | $15.1M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Reduce -16.1% | 93,613 | $15.1M |
| Avidian Wealth Enterprises, LLC | 0.42% | Reduce -4.3% | 92,795 | $15.0M |
| BlueStem Wealth Partners, LLC | 1.49% | New | 92,559 | $15.0M |
| Lifestyle Asset Management, Inc. | 3.99% | Reduce -9.6% | 91,872 | $14.8M |
| Compass Financial Services Inc | 5.52% | Add +3.4% | 91,396 | $14.8M |
| Rollins Financial Advisors, LLC | 1.88% | Add +16.2% | 88,256 | $14.3M |
| Alpha Zero LLC | 5.37% | Add +1.9% | 97,504 | $14.2M |
| Oxford Wealth Group, LLC | 6.30% | Reduce -2.9% | 87,176 | $14.1M |
| Financial Partners Group, Inc | 1.39% | Add +9.6% | 84,937 | $13.7M |
| CFS Investment Advisory Services, LLC | 0.90% | Reduce -31.4% | 89,281 | $13.5M |
| Wealth Advisors of Iowa, LLC | 3.63% | New | 82,862 | $13.4M |
| Physician Wealth Advisors, Inc. | 1.55% | Reduce -23.3% | 80,324 | $13.0M |
| Centerpoint Advisory Group | 8.20% | Add +7.8% | 80,099 | $12.9M |
| Horst & Graben Wealth Management LLC | 1.70% | Reduce -23.5% | 83,232 | $12.9M |
| Axxcess Wealth Management, LLC | 0.20% | Reduce -4.2% | 79,108 | $12.8M |
| Eagle Capital Management, LLC | 4.17% | Add +0.6% | 75,572 | $12.2M |
| IHT Wealth Management, LLC | 0.26% | Add +1.4% | 74,923 | $12.1M |
| Nova Wealth Management, Inc. | 6.56% | Add +0.7% | 73,567 | $11.9M |
| WealthCare Investment Partners, LLC | 2.86% | Add +6.2% | 72,886 | $11.8M |
| Integrity Investment Advisors, LLC | 5.11% | Reduce -14.7% | 72,743 | $11.8M |
| Mariner, LLC | 0.01% | Reduce -66.0% | 71,816 | $11.6M |
| Ethos Financial Group, LLC | 0.78% | Reduce -1.6% | 84,810 | $11.6M |
| Basso Capital Management, L.P. | 2.83% | New | 71,185 | $11.5M |
| JPL Wealth Management, LLC | 2.23% | Add +4.0% | 69,655 | $11.3M |
| Able Wealth Management LLC | 2.57% | Reduce -20.4% | 69,434 | $11.2M |
| Invesco Ltd. | 0.00% | Reduce -7.4% | 69,060 | $11.2M |
| Next Level Private LLC | 2.15% | Add +19.1% | 67,911 | $11.0M |
| Redhawk Wealth Advisors, Inc. | 1.07% | Add +264.3% | 67,258 | $10.9M |
| Endowment Wealth Management, Inc. | 4.18% | Add +6.4% | 66,902 | $10.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.05% | Add +75.0% | 62,282 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +99.2% | 66,357 | $10.7M |
| One Wealth Advisors, LLC | 1.18% | Reduce -22.7% | 66,292 | $10.7M |
| Global Retirement Partners, LLC | 0.16% | — | 65,912 | $10.6M |
| Hutchens & Kramer Investment Management Group, LLC | 2.85% | Add +2.4% | 65,767 | $10.6M |
| Security Financial Services, INC. | 1.47% | Reduce -23.1% | 65,651 | $10.6M |
| Nations Financial Group Inc, /Ia/ | 0.50% | Reduce -4.9% | 65,241 | $10.5M |
| Stonebrook Private Inc. | 1.90% | Reduce -27.9% | 64,487 | $10.4M |
| Trademark Financial Management, LLC | 4.26% | Add +1.5% | 64,353 | $10.4M |
| Convergence Financial, LLC | 0.83% | New | 64,256 | $10.4M |
| VestGen Advisors, LLC | 0.30% | Add +0.0% | 63,434 | $10.2M |
| Astoria Portfolio Advisors LLC. | 1.72% | Add +181.4% | 62,986 | $10.2M |
| Pachira Investments Inc. | 3.84% | Add +3.4% | 62,980 | $10.2M |
| WJ Wealth Management, LLC | 4.01% | Reduce -6.2% | 62,905 | $10.2M |
| IFC & Insurance Marketing, Inc. | 8.87% | Add +3.3% | 62,342 | $10.1M |
| TABR Capital Management, LLC | 8.49% | Reduce -4.3% | 61,652 | $10.0M |
| IFG Advisory, LLC | 0.35% | New | 61,649 | $10.0M |
| Tempus Wealth Planning, LLC | 1.90% | Add +9.5% | 60,131 | $9.7M |
| Win Advisors, Inc. | 3.45% | New | 59,881 | $9.7M |
| Concorde Asset Management, LLC | 5.58% | Add +12.2% | 59,745 | $9.7M |
| Detalus Advisors, LLC | 1.88% | Reduce -21.6% | 59,679 | $9.6M |
| Wealthcare Advisory Partners LLC | 0.18% | Add +4.8% | 59,401 | $9.6M |
| BNB Wealth Management, LLC | 5.22% | Add +26.4% | 59,130 | $9.6M |
| Bank of Nova Scotia | 0.01% | Add +479.7% | 59,128 | $9.6M |
| Sigma Planning Corp | 0.24% | Add +4.5% | 58,369 | $9.4M |
| Creative Financial Designs Inc. | 0.44% | Add +272.6% | 57,096 | $9.2M |
| Perspective Wealth Advisors LLC | 5.02% | Add +20.3% | 56,556 | $9.1M |
| Creative Planning | 0.01% | Reduce -8.3% | 56,182 | $9.1M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +2.6% | 54,969 | $8.9M |
| Geneos Wealth Management Inc. | 0.18% | Add +5.3% | 54,246 | $8.8M |
| Kingsview Wealth Management, LLC | 0.10% | Add +23.1% | 53,599 | $8.7M |
| Arkadios Wealth Advisors | 0.13% | Add +62.5% | 53,314 | $8.6M |
| Merit Financial Group, LLC | 0.05% | Add +7.4% | 53,102 | $8.6M |
| Independent Financial Group, LLC | 0.16% | Reduce -13.7% | 52,900 | $8.5M |
| RFG Advisory, LLC | 0.13% | Reduce -68.3% | 52,639 | $8.5M |
| Tidemark, LLC | 1.89% | Add +12.0% | 52,096 | $8.4M |
| Professional Financial Advisors, LLC | 1.43% | Add +5.6% | 51,034 | $8.2M |
| Per Stirling Capital Management, LLC. | 0.79% | Reduce -1.7% | 51,011 | $8.2M |
| Betterment LLC | 0.01% | Add +15.2% | 49,106 | $7.9M |
| Legacy Financial Strategies, LLC | 1.21% | Add +9.6% | 48,495 | $7.8M |
| Darrow Company, Inc. | 3.04% | Reduce -4.9% | 48,493 | $7.8M |
| Robertson Stephens Wealth Management, LLC | 0.19% | New | 48,273 | $7.8M |
| Citigroup Inc. | 0.00% | Add +53.9% | 47,489 | $7.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +18.4% | 47,432 | $7.7M |
| AQR Capital Management | 0.00% | Add +46.1% | 46,975 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.1% | 46,459 | $7.5M |
| Cardinal Strategic Wealth Guidance | 1.70% | Reduce -28.4% | 46,286 | $7.5M |
| Prostatis Group LLC | 1.74% | Add +4.8% | 46,139 | $7.5M |
| SMART Wealth LLC | 1.60% | Add +1733.8% | 45,954 | $7.4M |
| WMG Financial Advisors, LLC | 2.80% | Add +12.1% | 45,920 | $7.4M |
| Vertex Planning Partners, LLC | 1.09% | Reduce -0.0% | 45,415 | $7.3M |
| Childress Capital Advisors, LLC | 1.19% | New | 45,019 | $7.3M |
| Silver Oak Securities, Incorporated | 0.44% | Add +120.8% | 44,825 | $7.2M |
| Waverly Advisors, LLC | 0.04% | Reduce -19.8% | 44,492 | $7.2M |
| Belpointe Asset Management LLC | 0.23% | Add +74.7% | 44,089 | $7.1M |
| Schorn Wealth LLC | 1.85% | Reduce -0.1% | 43,896 | $7.1M |
| Capital Investment Counsel, LLC | 0.88% | Add +1.2% | 43,763 | $7.1M |
| Cornerstone Wealth Management, LLC | 0.30% | Add +2.2% | 43,530 | $7.0M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +2.1% | 43,371 | $7.0M |
| Mutual Advisors, LLC | 0.13% | Reduce -3.0% | 43,195 | $7.0M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +21.3% | 43,182 | $7.0M |
| Wedmont Private Capital | 0.19% | Add +97.5% | 45,348 | $7.0M |
| Vicus Capital | 0.45% | Reduce -0.6% | 42,872 | $6.9M |
| Tactive Advisors, LLC | 1.67% | New | 41,841 | $6.8M |
| CoreCap Advisors, LLC | 0.20% | Add +4.7% | 41,322 | $6.7M |
| TD Waterhouse Canada Inc. | 0.02% | Add +17.6% | 42,322 | $6.6M |
| Cannon Wealth Management Services, LLC | 3.58% | New | 40,544 | $6.5M |
| Bogart Wealth, LLC | 0.22% | Add +73507.3% | 40,484 | $6.5M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -13.2% | 40,146 | $6.5M |
| Leavell Investment Management, Inc. | 0.24% | Add +14.2% | 40,064 | $6.5M |
| TSA Wealth Managment LLC | 1.83% | Reduce -19.7% | 39,964 | $6.5M |
| Florida Financial Advisors, LLC | 1.08% | Add +35.9% | 39,726 | $6.4M |
| Smith, Moore & Co. | 0.42% | Add +873.9% | 39,695 | $6.4M |
| World Investment Advisors | 0.10% | Reduce -0.7% | 55,609 | $6.3M |
| Synergy Investment Management, LLC | 1.47% | Reduce -17.4% | 37,534 | $6.1M |
| Gilbert Capital Group, Inc. | 4.22% | New | 37,303 | $6.0M |
| SteelPeak Wealth, LLC | 0.16% | Add +0.0% | 37,134 | $6.0M |
| PFG Advisors | 0.30% | Add +44.1% | 47,530 | $5.9M |
| Cypress Wealth Services, LLC | 0.72% | Reduce -22.4% | 36,043 | $5.8M |
| HighPoint Advisor Group LLC | 0.20% | Reduce -31.1% | 36,022 | $5.8M |
| First Heartland Consultants, Inc. | 0.38% | Add +5.8% | 35,945 | $5.8M |
| Assetmark, Inc. | 0.01% | Reduce -20.1% | 35,682 | $5.8M |
| Cresset Asset Management, LLC | 0.02% | Add +8.1% | 35,648 | $5.8M |
| Regal Investment Advisors LLC | 0.30% | Add +1.2% | 35,132 | $5.7M |
| Kingswood Wealth Advisors, LLC | 0.23% | Add +1.0% | 34,985 | $5.7M |
| Greenline Wealth Management LLC | 4.63% | Add +3.9% | 34,895 | $5.6M |
| Mascagni Wealth Management, Inc. | 3.50% | Add +1.3% | 34,854 | $5.6M |
| Berbice Capital Management LLC | 2.88% | Reduce -3.9% | 34,433 | $5.6M |
| Citadel Advisors | 0.00% | New | 33,772 | $5.5M |
| Evolution Wealth Management Inc. | 3.15% | Add +37.1% | 33,146 | $5.4M |
| Vestmark Advisory Solutions, Inc. | 0.05% | New | 32,714 | $5.3M |
| Mayflower Financial Advisors, LLC | 0.45% | Reduce -17.2% | 32,588 | $5.3M |
| Allworth Financial LP | 0.02% | Reduce -4.6% | 32,292 | $5.2M |
| HRT Financial LP | 0.01% | Reduce -26.5% | 32,218 | $5.2M |
| Hobbs Wealth Management, LLC | 4.35% | Reduce -19.3% | 31,860 | $5.1M |
| Watershed Private Wealth LLC | 1.45% | Reduce -35.6% | 31,857 | $5.1M |
| McNaughton Wealth Management, LLC | 1.82% | Reduce -25.7% | 31,673 | $5.1M |
| Synergy Asset Management, LLC | 0.48% | Add +686.8% | 31,245 | $5.0M |
| Delta Wealth Advisors LLC | 3.60% | Reduce -10.0% | 31,225 | $5.0M |
| Elevation Capital Advisory, LLC | 1.95% | Add +709.4% | 31,212 | $5.0M |
| Cobblestone Asset Management LLC | 2.10% | Reduce -29.1% | 31,197 | $5.0M |
| HFG Wealth Management, LLC | 5.04% | New | 31,052 | $5.0M |
| MY Wealth Management Inc. | 3.52% | New | 30,920 | $5.0M |
| OneAscent Financial Services LLC | 0.23% | New | 30,425 | $4.9M |
| Schwallier Wealth Management LLC | 3.10% | New | 30,405 | $4.9M |
| Apollon Wealth Management, LLC | 0.06% | Add +19.6% | 30,062 | $4.9M |
| Focus Financial Network, Inc. | 0.15% | Reduce -24.5% | 29,699 | $4.8M |
| Maia Wealth LLC | 0.71% | Reduce -9.6% | 29,665 | $4.8M |
| Laurel Wealth Planning LLC | 2.11% | New | 29,495 | $4.8M |
| Peak Financial Advisors LLC | 1.97% | Reduce -1.4% | 29,403 | $4.7M |
| Atlatl Advisers LLC | 1.12% | New | 29,245 | $4.7M |
| ArborFi Advisors, LLC | 3.42% | Reduce -0.4% | 29,240 | $4.7M |
| National Bank of Canada | 0.00% | Reduce -44.9% | 28,953 | $4.7M |
| Vista Cima Wealth Management LLC | 3.47% | Reduce -0.6% | 28,863 | $4.7M |
| Daviman Financial, LLC | 2.57% | Reduce -21.4% | 28,835 | $4.7M |
| JBR Co Financial Management Inc | 1.67% | Add +66.6% | 28,395 | $4.6M |
| Advyzon Investment Management, LLC | 0.33% | Add +24.5% | 28,263 | $4.6M |
| Seeds Investor LLC | 0.47% | New | 28,212 | $4.6M |
| Entelevest, LLC | 3.85% | Add +6.3% | 27,238 | $4.4M |
| Natixis Advisors, LLC | 0.00% | Add +46.0% | 26,893 | $4.3M |
| Threadgill Financial, LLC | 1.79% | Reduce -54.4% | 26,828 | $4.3M |
| United Capital Financial Advisors, LLC | 0.02% | Add +51.7% | 26,722 | $4.3M |
| US Bancorp \de | 0.00% | Add +148.7% | 26,693 | $4.3M |
| Lifelong Wealth Advisors, Inc. | 1.02% | Reduce -18.0% | 26,693 | $4.3M |
| M1 Capital Management LLC | 1.59% | Reduce -28.0% | 26,613 | $4.3M |
| Estate Planners Group, LLC | 1.94% | Reduce -26.9% | 26,578 | $4.3M |
| Compass Financial Management LLC | 0.52% | — | 26,403 | $4.3M |
| Spire Wealth Management | 0.13% | Add +13.2% | 26,252 | $4.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -44.8% | 26,205 | $4.2M |
| A4 Wealth Advisors LLC | 2.83% | Reduce -10.7% | 25,985 | $4.2M |
| Pacific Financial Group Inc. | 2.00% | Add +2.8% | 25,872 | $4.2M |
| MPWM Advisory Solutions, LLC | 1.90% | Reduce -17.8% | 25,731 | $4.2M |
| Kane Investment Management, Inc. | 1.77% | Reduce -1.0% | 25,706 | $4.2M |
| SYM FINANCIAL Corp | 0.33% | New | 25,602 | $4.1M |
| Fortune Financial Group, Inc. | 3.20% | Add +0.6% | 25,231 | $4.1M |
| Gen-Wealth Partners Inc | 1.13% | Reduce -18.6% | 25,176 | $4.1M |
| Rasp Wealth Solutions, LLC | 1.33% | — | 24,763 | $4.0M |
| Paladin Advisory Group, LLC | 2.65% | Reduce -1.2% | 24,706 | $4.0M |
| Wealth Alliance, LLC | 0.33% | Add +39.4% | 24,541 | $4.0M |
| Weaver Consulting Group | 0.80% | Add +35.3% | 24,132 | $3.9M |
| Beacon Capital Management, Inc. | 0.23% | Reduce -16.4% | 24,030 | $3.9M |
| Wetzel Investment Advisors, Inc. | 1.35% | Reduce -1.7% | 23,983 | $3.9M |
| GeoWealth Management, LLC | 0.12% | Add +417.9% | 23,845 | $3.9M |
| Spectrum Planning & Advisory Services Inc. | 1.72% | Reduce -29.5% | 23,763 | $3.8M |
| FFG Retirement Advisors LLC | 1.98% | Add +1.4% | 23,126 | $3.7M |
| Fortis Capital Advisors, LLC | 0.42% | Add +175.9% | 23,022 | $3.7M |
| Washington Growth Strategies LLC | 2.04% | Add +2.2% | 22,767 | $3.7M |
| Southland Equity Partners LLC | 0.64% | Add +2.6% | 22,642 | $3.7M |
| Iams Wealth Management, LLC | 1.09% | Add +15.2% | 22,327 | $3.6M |
| Noble Wealth Partners LLC | 3.11% | — | 22,147 | $3.6M |
| GPM Growth Investors, Inc. | 1.49% | New | 22,121 | $3.6M |
| CIBC Bancorp USA Inc. | 0.00% | Add +41.8% | 22,016 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -26.6% | 21,995 | $3.6M |
| Sharkey, Howes & Javer | 0.43% | Reduce -13.2% | 21,946 | $3.5M |
| Tradition Wealth Management, LLC | 0.22% | Reduce -14.2% | 21,924 | $3.5M |
| Future Financial Wealth Managment LLC | 2.19% | Reduce -1.8% | 23,410 | $3.5M |
| Mainstay Capital Management LLC | 0.26% | Reduce -3.2% | 21,528 | $3.5M |
| Centennial Advisors, LLC | 4.11% | New | 21,316 | $3.4M |
| Curtis Wealth Management LLC | 2.91% | Reduce -27.4% | 21,267 | $3.4M |
| Trinity Wealth Management, LLC | 1.08% | Add +118.0% | 21,168 | $3.4M |
| Oppenheimer & Co. Inc. | 0.04% | Add +4.7% | 20,815 | $3.4M |
| Northstar Advisory Group, LLC | 1.04% | Add +140.0% | 20,796 | $3.4M |
| Milestone Asset Management, LLC | 0.53% | Reduce -15.3% | 20,696 | $3.3M |
| Mgo One Seven LLC | 0.06% | Reduce -0.3% | 20,628 | $3.3M |
| Csenge Advisory Group | 0.14% | Add +7.4% | 20,616 | $3.3M |
| Qube Research & Technologies Ltd | 0.00% | New | 20,573 | $3.3M |
| Investment Insight Wealth Management, LLC | 2.88% | Add +21.8% | 20,549 | $3.3M |
| Advisory Services Network, LLC | 0.04% | Reduce -3.2% | 20,442 | $3.3M |
| Stone Wealth Partners | 2.39% | Add +0.3% | 20,206 | $3.3M |
| Atria Investments, Inc | 0.03% | Reduce -15.7% | 20,000 | $3.2M |
| Lunt Capital Management, Inc. | 1.18% | New | 19,959 | $3.2M |
| Prota Financial, LLC | 2.12% | Add +11.3% | 20,699 | $3.2M |
| Park Edge Advisors, LLC | 0.68% | New | 19,724 | $3.2M |
| Belvedere Trading LLC | 0.26% | New | 19,547 | $3.2M |
| Arax Advisory Partners | 0.02% | Add +318.3% | 19,415 | $3.1M |
| TD Capital Management LLC | 0.25% | Add +16.0% | 18,593 | $3.0M |
| Advisory Alpha, LLC | 0.07% | Add +311.1% | 18,208 | $2.9M |
| Owen LaRue, LLC | 0.99% | Add +44.9% | 17,605 | $2.8M |
| Orca Investment Management, LLC | 2.06% | Add +3.6% | 17,550 | $2.8M |
| Roof Eidam Maycock Peralta, LLC | 0.56% | Add +14.0% | 17,529 | $2.8M |
| Hengehold Capital Management LLC | 0.22% | Add +11.2% | 17,529 | $2.8M |
| Signet Private Wealth LLC | 2.25% | Add +53.9% | 17,471 | $2.8M |
| Horizon Investment Services, LLC | 0.75% | Add +0.7% | 16,673 | $2.7M |
| Hopwood Nicholas Hunter | 0.74% | Reduce -19.9% | 16,670 | $2.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Reduce -52.6% | 16,605 | $2.7M |
| Arrowroot Family Office, LLC | 0.76% | Add +0.2% | 16,534 | $2.7M |
| FMR LLC | 0.00% | Add +33.5% | 16,522 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +42.3% | 16,334 | $2.6M |
| Kachkovsky & Fisher, Inc. | 2.53% | — | 16,267 | $2.6M |
| Blom & Howell Financial Planning, Inc. | 2.18% | Add +6.3% | 16,217 | $2.6M |
| Kickstand Ventures, Llc. | 0.47% | Reduce -9.5% | 16,156 | $2.6M |
| Petra Financial Advisors Inc. | 1.21% | Reduce -11.8% | 16,138 | $2.6M |
| ATX Financial Planning, LLC | 1.72% | Add +0.6% | 16,092 | $2.6M |
| Brown Miller Wealth Management, LLC | 0.65% | Add +4.9% | 15,946 | $2.6M |
| Denver PWM, LLC | 0.84% | Add +4.2% | 16,733 | $2.6M |
| Cedar Wealth Management, LLC | 0.66% | New | 15,817 | $2.6M |
| StoneX Group Inc. | 0.10% | Reduce -2.5% | 15,808 | $2.6M |
| Argent Trust Co | 0.07% | Add +9.1% | 15,707 | $2.5M |
| Verus Capital Partners, LLC | 0.14% | Add +16.6% | 15,687 | $2.5M |
| Cibc World Market Inc. | 0.00% | Reduce -23.1% | 15,387 | $2.5M |
| Herbst Group, LLC | 1.35% | New | 15,365 | $2.5M |
| Chatterton & Associates Inc. | 1.46% | Reduce -15.8% | 16,201 | $2.5M |
| Uptick Partners, LLC | 0.38% | Add +107.6% | 15,036 | $2.4M |
| LexAurum Advisors, LLC | 0.28% | Add +13.6% | 14,952 | $2.4M |
| &partners | 0.01% | Add +36.1% | 14,504 | $2.4M |
| Strait & Sound Wealth Management LLC | 0.83% | Reduce -0.3% | 14,648 | $2.4M |
| Perennial Investment Advisors, LLC | 0.16% | Add +1.5% | 14,544 | $2.3M |
| Redwood Financial Network Corp | 1.28% | Add +34.0% | 14,284 | $2.3M |
| Beto Financial Group, LLC | 1.21% | Reduce -12.2% | 15,926 | $2.3M |
| WealthPoint Financial, LLC | 1.66% | Reduce -17.4% | 14,093 | $2.3M |
| Fulcrum Equity Management | 1.83% | Add +348.3% | 14,031 | $2.3M |
| Prospera Financial Services Inc | 0.03% | Add +16.0% | 13,863 | $2.2M |
| Smith Shellnut Wilson LLC | 0.83% | Add +7.8% | 13,635 | $2.2M |
| Theory Financial LLC | 0.68% | Reduce -26.6% | 13,395 | $2.2M |
| AssuredPartners Investment Advisors, LLC | 0.21% | Add +55.6% | 13,189 | $2.1M |
| Visionary Wealth Advisors | 0.08% | Add +11.7% | 13,132 | $2.1M |
| Strategic Blueprint, LLC | 0.11% | Add +10.4% | 13,071 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 13,007 | $2.1M |
| Lloyd Advisory Services, LLC. | 0.81% | Add +3223.8% | 12,996 | $2.1M |
| Brookwood Investment Group LLC | 0.24% | Add +10.2% | 12,992 | $2.1M |
| Simplicity Wealth,LLC | 0.07% | Add +85.6% | 12,915 | $2.1M |
| Narwhal Capital Management | 0.14% | No change | 12,836 | $2.1M |
| Nicolet Bankshares Inc. | 0.07% | Add +391.3% | 13,330 | $2.1M |
| Roger Wittlin Investment Advisory, LLC | 1.61% | Add +128.6% | 12,687 | $2.0M |
| Sovereign Financial Group, Inc. | 0.31% | Add +4.1% | 12,528 | $2.0M |
| Insigneo Advisory Services, LLC | 0.07% | Add +176.3% | 12,131 | $2.0M |
| Brookstone Capital Management | 0.02% | Add +9.7% | 12,038 | $1.9M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +14.9% | 11,895 | $1.9M |
| Wealthgarden F.S. LLC | 1.08% | Add +4.8% | 11,810 | $1.9M |
| Stelac Advisory Services LLC | 0.35% | New | 11,728 | $1.9M |
| XY Planning Network, Inc. | 0.24% | Add +2.1% | 11,669 | $1.9M |
| Snowden Capital Advisors LLC | 0.04% | Add +254.0% | 11,589 | $1.9M |
| Lifetime Wealth Management P.C. | 1.10% | Reduce -30.3% | 11,542 | $1.9M |
| Boyce & Associates Wealth Consulting, Inc. | 1.28% | Add +24.0% | 11,443 | $1.8M |
| Apeiron RIA LLC | 0.47% | Reduce -22.7% | 11,282 | $1.8M |
| AdvisorNet Financial, Inc | 0.08% | Add +18.3% | 11,199 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +22.7% | 11,163 | $1.8M |
| Cozad Asset Management Inc. | 0.12% | Add +3.5% | 11,144 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +56.5% | 11,030 | $1.8M |
| BlackDiamond Wealth Management, LLC | 0.71% | Reduce -3.3% | 11,820 | $1.8M |
| Compound Planning, Inc. | 0.05% | Reduce -19.2% | 10,851 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.50% | No change | 10,788 | $1.7M |
| Gotham Asset Management | 0.00% | Add +49.0% | 10,768 | $1.7M |
| Wood Tarver Financial Group, LLC | 0.41% | Reduce -1.9% | 10,754 | $1.7M |
| IMC-Chicago, LLC | 0.02% | New | 10,714 | $1.7M |
| WealthTrak Capital Management LLC | 1.14% | Reduce -24.0% | 10,687 | $1.7M |
| Centaurus Financial, Inc. | 0.07% | Add +149.7% | 10,570 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.1% | 10,535 | $1.7M |
| WealthPLAN Partners, LLC | 0.32% | Reduce -24.6% | 10,504 | $1.7M |
| WT Wealth Management | 0.46% | New | 10,324 | $1.7M |
| Brown Advisory Inc. | 0.00% | No change | 10,226 | $1.7M |
| Diversify Advisory Services, LLC | 0.03% | New | 11,351 | $1.6M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -3.8% | 11,351 | $1.6M |
| AMG Asset Management Group, Inc. | 1.03% | Add +1.4% | 10,142 | $1.6M |
| Reliant Investment Partners, LLC | 1.11% | Add +4.9% | 10,134 | $1.6M |
| Vigilare Wealth Management | 0.50% | Reduce -73.3% | 10,110 | $1.6M |
| Peachtree Investment Partners, LLC | 0.52% | No change | 10,027 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -11.8% | 9,863 | $1.6M |
| Capital Analysts, LLC | 0.04% | Add +18.4% | 9,756 | $1.6M |
| Benjamin Edwards Inc. | 0.01% | Add +1.1% | 9,560 | $1.5M |
| CAP Partners, LLC | 0.75% | Reduce -5.1% | 9,476 | $1.5M |
| Magnolia Capital Advisors LLC | 0.26% | Reduce -0.4% | 9,449 | $1.5M |
| Optivise Advisory Services LLC | 0.77% | New | 9,431 | $1.5M |
| Kintra Wealth, LLC | 0.08% | Add +25.0% | 9,942 | $1.5M |
| Integrity Advisory Solutions, LLC | 0.16% | Add +7.9% | 9,393 | $1.5M |
| Golden State Wealth Management, LLC | 0.14% | Reduce -39.7% | 9,385 | $1.5M |
| Schuylkill Financial LLC | 1.40% | — | 9,364 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +5.8% | 9,352 | $1.5M |
| Fiduciary Alliance LLC | 0.10% | Add +4.0% | 9,304 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -53.1% | 9,284 | $1.5M |
| Balboa Wealth Partners | 0.20% | Add +41.7% | 9,070 | $1.5M |
| Balefire, LLC | 0.24% | New | 9,031 | $1.5M |
| Patten Group, Inc. | 0.22% | Reduce -5.5% | 8,948 | $1.4M |
| WBH Advisory Inc. | 0.09% | Add +8.5% | 8,714 | $1.4M |
| QP Wealth Management, LLC | 2.00% | Reduce -4.1% | 8,688 | $1.4M |
| International Assets Investment Management, LLC | 0.08% | Add +40.2% | 8,983 | $1.4M |
| Resurgent Financial Advisors LLC | 0.38% | Add +130.4% | 8,467 | $1.4M |
| TAGStone Capital, Inc. | 0.43% | Add +54.4% | 8,340 | $1.3M |
| Cyr Financial Inc. | 0.70% | Reduce -4.8% | 8,334 | $1.3M |
| Arwa LLC | 0.56% | Add +252.8% | 9,260 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.61% | Reduce -3.2% | 8,186 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Add +17.4% | 8,090 | $1.3M |
| Focused Alpha, LLC | 0.33% | Add +36.9% | 8,077 | $1.3M |
| Mid-American Wealth Advisory Group, Inc. | 0.47% | Reduce -27.2% | 8,038 | $1.3M |
| Sutton Place Investors LLC | 0.63% | Reduce -20.7% | 7,996 | $1.3M |
| GatePass Capital, LLC | 0.50% | Add +26.2% | 7,914 | $1.3M |
| Firethorn Wealth Partners, LLC | 0.41% | Reduce -47.1% | 7,858 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +11.0% | 7,751 | $1.3M |
| Merkkuri Wealth Advisors LLC | 0.77% | Reduce -20.1% | 7,652 | $1.2M |
| United Advisor Group, LLC | 0.13% | Reduce -2.0% | 7,568 | $1.2M |
| TCP Asset Management, LLC | 0.14% | No change | 7,554 | $1.2M |
| Vise Technologies, Inc. | 0.01% | New | 7,510 | $1.2M |
| Smart Money Group LLC | 0.31% | Reduce -16.3% | 7,470 | $1.2M |
| Foundations Investment Advisors, LLC | 0.01% | Add +4.3% | 7,430 | $1.2M |
| J. M. Brown & Associates Inc. | 0.68% | — | 7,367 | $1.2M |
| Flagship Wealth Advisors, LLC | 0.26% | New | 7,325 | $1.2M |
| Delta Investment Management, LLC | 0.19% | New | 7,297 | $1.2M |
| Beacon Financial Advisory LLC | 0.23% | Reduce -4.7% | 7,276 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +108.6% | 7,261 | $1.2M |
| RHS Financial, LLC | 0.47% | Add +2.5% | 7,228 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +13.6% | 7,151 | $1.2M |
| Hilltop Partners LLC | 0.28% | New | 7,110 | $1.1M |
| Meridian Financial Advisors, LLC | 0.55% | Add +69.5% | 7,049 | $1.1M |
| Hershey Financial Advisers, LLC | 0.82% | Add +68.0% | 7,031 | $1.1M |
| Adirondack Trust Co. | 0.34% | Add +17.1% | 7,024 | $1.1M |
| Turtle Creek Wealth Advisors, LLC | 0.06% | Add +4.2% | 6,845 | $1.1M |
| Investment Management Corp. /Va/ | 0.91% | Add +1.3% | 6,765 | $1.1M |
| Asempa Wealth Advisors | 0.83% | Add +15.2% | 6,703 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.26% | Add +14.5% | 6,659 | $1.1M |
| Bank of Montreal | 0.00% | Add +20.4% | 6,647 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +465.6% | 6,612 | $1.1M |
| Roman Butler Fullerton & Co. | 0.25% | Reduce -1.0% | 7,078 | $1.1M |
| Bay Capital Advisors, LLC | 0.57% | Add +96.8% | 6,559 | $1.1M |
| Kapstone Financial Advisors LLC | 0.44% | Add +86.7% | 6,481 | $1.0M |
| Inspire Advisors, LLC | 0.07% | Add +1.9% | 6,483 | $1.0M |
| Burke & Herbert Bank & Trust Co. | 0.25% | Add +77.2% | 6,292 | $1.0M |
| Moneco Advisors, LLC | 0.06% | Add +11.4% | 6,290 | $1.0M |
| Verde Capital Management | 0.19% | New | 6,261 | $1.0M |
| Valeo Financial Advisors, LLC | 0.02% | New | 6,258 | $1.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -10.5% | 6,255 | $1.0M |
| Signal Advisors Wealth, LLC | 0.05% | Add +18.5% | 6,220 | $1.0M |
| RAM Investment Partners, LLC | 0.16% | No change | 6,147 | $993K |
| Santori & Peters, Inc. | 0.28% | Add +74.9% | 6,117 | $988K |
| Lionsbridge Wealth Management LLC | 0.97% | New | 6,116 | $988K |
| Castleview Partners, LLC | 0.43% | New | 6,069 | $980K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 5,907 | $954K |
| Fifth Third Bancorp | 0.00% | Add +51.1% | 5,822 | $940K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -3.9% | 5,779 | $934K |
| Fifth Third Securities, Inc. | 0.05% | Add +5.8% | 5,735 | $926K |
| Core Wealth Partners LLC | 0.39% | New | 5,595 | $904K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 5,558 | $898K |
| PNC Financial Services Group, Inc. | 0.00% | Add +35.4% | 5,541 | $895K |
| RDA Financial Network | 0.19% | Reduce -28.9% | 5,518 | $891K |
| Berger Financial Group, Inc | 0.05% | Reduce -1.1% | 5,509 | $890K |
| Principal Securities, Inc. | 0.01% | Add +24.1% | 5,457 | $882K |
| Sankala Group LLC | 0.59% | Add +81.4% | 5,828 | $877K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -79.8% | 5,427 | $877K |
| Financial Architects, LLC | 0.42% | Reduce -7.0% | 5,395 | $872K |
| Cassilly Financial Group LLC | 0.63% | Reduce -23.7% | 5,385 | $870K |
| Barnes Wealth Management Group, Inc | 0.40% | Reduce -29.5% | 5,379 | $869K |
| Guardian Capital, LLC | 0.71% | Reduce -20.3% | 5,365 | $867K |
| Cosner Financial Group, LLC | 0.44% | Reduce -12.2% | 5,358 | $866K |
| Smartleaf Asset Management LLC | 0.03% | No change | 5,444 | $863K |
| PFG Investments, LLC | 0.03% | Add +81.9% | 5,277 | $852K |
| Valued Retirements, Inc. | 0.76% | Add +6.6% | 5,221 | $843K |
| Fiduciary Financial Advisors | 0.09% | New | 5,202 | $841K |
| Innovative Wealth Building LLC | 0.49% | Add +27.5% | 5,193 | $839K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.7% | 5,175 | $836K |
| BlackRock, Inc. | 0.00% | Reduce -0.6% | 5,153 | $832K |
| Nwam LLC | 0.04% | Add +18.0% | 5,139 | $830K |
| BNP Paribas Financial Markets | 0.00% | Reduce -37.4% | 5,060 | $817K |
| Sound Income Strategies, LLC | 0.04% | Add +0.2% | 5,016 | $810K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -1.0% | 4,988 | $806K |
| TBH Global Asset Management, LLC | 0.15% | Reduce -0.5% | 4,925 | $796K |
| Lantern Wealth Advisors, LLC | 0.35% | Reduce -6.1% | 4,766 | $770K |
| Cadent Capital Advisors, LLC | 0.16% | New | 4,687 | $757K |
| Comprehensive Financial Planning, Inc. | 0.40% | Reduce -6.4% | 4,669 | $754K |
| Harvest Investment Services, LLC | 0.12% | Add +2.2% | 4,622 | $747K |
| Carolina Wealth Management Inc | 0.34% | — | 4,600 | $743K |
| Latitude Advisors, LLC | 0.29% | Add +20.9% | 4,543 | $734K |
| Ocean Park Asset Management, LLC | 0.04% | New | 4,534 | $732K |
| Exchange Traded Concepts, LLC | 0.00% | New | 4,534 | $732K |
| Alchemi Wealth, LLC | 0.34% | No change | 4,518 | $730K |
| Well Done, LLC | 0.10% | No change | 4,508 | $728K |
| Strategic Wealth Investment Group, LLC | 0.09% | Add +13.8% | 4,503 | $727K |
| Optimus Capital Advisors, LLC | 0.39% | New | 4,499 | $727K |
| Impact Partnership Wealth, LLC | 0.07% | New | 4,497 | $727K |
| Estate Counselors, LLC | 0.06% | Add +7.2% | 4,495 | $726K |
| XTX Topco Ltd | 0.01% | New | 4,479 | $724K |
| Sanchez Gaunt Capital Management, LLC | 0.40% | Reduce -22.0% | 4,471 | $722K |
| Compass Ion Advisors, LLC | 0.06% | New | 4,462 | $721K |
| Ignite Planners, LLC | 0.10% | Add +0.1% | 4,437 | $717K |
| Alta Wealth Advisors LLC | 0.19% | Reduce -5.5% | 4,281 | $692K |
| Cadia Private Client LLC | 0.49% | Add +30.8% | 4,251 | $687K |
| Retirement Planning Group, LLC | 0.02% | Add +8.7% | 4,199 | $678K |
| Jane Street Group, LLC | 0.00% | Reduce -91.2% | 4,184 | $676K |
| Howard Capital Management, LLC | 0.01% | No change | 4,091 | $661K |
| Disciplined Investors, L.L.C. | 0.33% | New | 4,078 | $659K |
| Captrust Financial Advisors | 0.00% | Add +33.0% | 4,068 | $657K |
| MN Wealth Advisors, LLC | 0.28% | Reduce -11.6% | 4,067 | $657K |
| Arsenal Capital Advisors LLC | 0.38% | New | 4,036 | $652K |
| Optima Capital LLC | 0.25% | Add +81.1% | 3,988 | $644K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 3,935 | $636K |
| Pinnacle Associates Ltd. | 0.01% | No change | 3,935 | $636K |
| Paragon Capital Management Ltd | 0.12% | Reduce -48.2% | 3,933 | $635K |
| Fortitude Advisory Group L.L.C. | 0.24% | Add +0.6% | 3,929 | $635K |
| Sovran Advisors, LLC | 0.05% | Reduce -15.3% | 4,480 | $631K |
| Centurion Wealth Management LLC | 0.15% | Reduce -17.7% | 3,890 | $628K |
| MSH Capital Advisors LLC | 0.11% | Reduce -10.1% | 3,884 | $627K |
| MAI Capital Management | 0.00% | Add +216.9% | 3,835 | $620K |
| Soltis Investment Advisors LLC | 0.04% | Add +0.3% | 3,807 | $615K |
| Nuveen, LLC | 0.00% | New | 3,793 | $613K |
| MKT Advisors LLC | 0.19% | Reduce -43.7% | 4,043 | $604K |
| Independent Advisor Alliance | 0.01% | Reduce -98.8% | 3,712 | $600K |
| Thompson David Blair | 0.30% | Add +0.4% | 3,660 | $591K |
| Scarborough Advisors, LLC | 0.07% | Reduce -90.4% | 3,813 | $581K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -11.7% | 3,551 | $574K |
| Stephens Inc. | 0.01% | Reduce -0.8% | 3,500 | $565K |
| Sheets Smith Wealth Management | 0.06% | Reduce -31.4% | 3,495 | $565K |
| Facet Wealth, Inc. | 0.01% | Add +57.1% | 3,460 | $559K |
| BOK Financial Private Wealth, Inc. | 0.03% | Add +0.1% | 3,417 | $552K |
| Magnolia Private Wealth, LLC | 0.30% | New | 3,397 | $549K |
| Alpha Capital Advisors Inc. | 0.46% | Reduce -39.4% | 3,322 | $537K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -11.6% | 3,302 | $533K |
| Peregrine Asset Advisers, Inc. | 0.12% | No change | 3,282 | $530K |
| GK Wealth Management LLC | 0.32% | New | 3,264 | $527K |
| Meitav Investment House Ltd. | 0.00% | New | 3,242 | $524K |
| GWN Securities Inc. | 0.09% | New | 3,226 | $521K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,166 | $512K |
| Foundry Financial LLC | 0.17% | New | 3,159 | $510K |
| Vienna Asset Management LLC | 0.36% | New | 3,117 | $504K |
| Financial Freedom, LLC | 0.23% | Add +4.0% | 3,104 | $501K |
| CFO4Life Group, LLC | 0.07% | New | 3,099 | $501K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -6.9% | 3,056 | $494K |
| Eagle Wealth Advisors LLC | 0.37% | Reduce -14.2% | 3,038 | $491K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -39.7% | 3,021 | $488K |
| J Hagan Capital, Inc. | 0.23% | Add +7.0% | 3,016 | $487K |
| Parkway Wealth Management Group, LLC | 0.06% | Reduce -31.7% | 3,013 | $487K |
| Hourglass Capital, LLC | 0.10% | No change | 3,000 | $485K |
| Parallel Advisors, LLC | 0.01% | Add +474.3% | 2,998 | $484K |
| Tucker Asset Management LLC | 0.12% | Reduce -0.4% | 2,969 | $480K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -53.9% | 2,960 | $478K |
| Richmond Investment Services, LLC | 0.15% | New | 2,941 | $475K |
| Advisor Resource Council | 0.16% | Add +3.3% | 2,940 | $475K |
| Yukon Wealth Management, Inc. | 0.14% | No change | 2,933 | $474K |
| Symphony Financial, Ltd. Co. | 0.05% | Add +5.1% | 2,952 | $469K |
| Intelligence Driven Advisers, LLC | 0.08% | No change | 2,877 | $465K |
| Ellenbecker Investment Group | 0.05% | Reduce -9.7% | 2,872 | $464K |
| TCV Trust & Wealth Management, Inc. | 0.04% | New | 2,871 | $464K |
| Aurora Private Wealth, Inc. | 0.29% | Reduce -27.1% | 2,852 | $461K |
| Robinhood Asset Management, LLC | 0.02% | Add +12.2% | 2,832 | $457K |
| Maripau Wealth Management LLC | 0.16% | Reduce -29.8% | 2,814 | $455K |
| Beacon Bridge Wealth Partners, LLC | 0.13% | Reduce -2.2% | 2,781 | $449K |
| Meadowbrook Wealth Management, LLC | 0.49% | Reduce -1.8% | 2,887 | $448K |
| First Western Trust Bank | 0.02% | No change | 2,763 | $446K |
| Tradewinds Capital Management, LLC | 0.08% | Add +0.0% | 2,734 | $442K |
| Titleist Asset Management, LLC | 0.03% | Reduce -6.7% | 2,719 | $439K |
| Providence First Trust Co | 0.12% | Reduce -44.9% | 2,700 | $436K |
| ERn Financial, LLC | 0.07% | Add +21.9% | 2,694 | $435K |
| PKS Advisory Services, LLC | 0.07% | New | 2,677 | $433K |
| Palumbo Wealth Management LLC | 0.09% | New | 2,660 | $430K |
| Wealth Management Associates, Inc. | 0.12% | Reduce -73.7% | 2,652 | $428K |
| Vantage Point Financial LLC | 0.13% | Reduce -27.5% | 2,634 | $426K |
| Atlantic Union Bankshares Corp | 0.01% | New | 2,622 | $424K |
| Berkeley Capital Partners, LLC | 0.09% | Add +26.2% | 2,619 | $423K |
| Vision Retirement, LLC | 0.10% | New | 2,618 | $423K |
| Oregon Pacific Wealth Management, LLC | 0.39% | Reduce -12.1% | 2,597 | $420K |
| Level Wealth Management LLC | 0.17% | New | 2,593 | $419K |
| Sequent Planning LLC | 0.09% | Reduce -5.6% | 2,583 | $417K |
| Certified Advisory Corp | 0.03% | Add +0.2% | 2,544 | $411K |
| Goldstone Financial Group, LLC | 0.04% | No change | 2,537 | $410K |
| FLC Capital Advisors | 0.07% | New | 2,533 | $409K |
| Legacy Wealth Managment, LLC | 0.17% | Add +219.6% | 2,490 | $402K |
| BAM Wealth Management, LLC | 0.25% | Reduce -9.3% | 2,489 | $402K |
| Main Street Financial Solutions, LLC | 0.03% | New | 2,488 | $402K |
| Integras Partners LLC | 0.22% | New | 2,467 | $399K |
| Lebenthal Global Advisors, LLC | 0.05% | Reduce -7.6% | 2,440 | $394K |
| Quantum Financial Partners LLC | 0.20% | — | 2,425 | $392K |
| Primoris Wealth Advisors, LLC | 0.18% | No change | 2,415 | $390K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.14% | Add +751.3% | 2,392 | $386K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,382 | $385K |
| Bell Investment Advisors, Inc | 0.06% | Add +0.1% | 2,350 | $380K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,323 | $375K |
| Moran Wealth Management, LLC | 0.01% | Reduce -0.3% | 2,286 | $369K |
| Advisor OS, LLC | 0.02% | Reduce -5.8% | 2,267 | $366K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +22.8% | 2,211 | $357K |
| Keystone Financial Group | 0.02% | Add +8.6% | 2,209 | $357K |
| Beacon Financial Group | 0.03% | Reduce -14.0% | 2,199 | $355K |
| Segment Wealth Management, LLC | 0.02% | New | 2,130 | $344K |
| Aptus Capital Advisors, LLC | 0.00% | Add +28.9% | 2,118 | $342K |
| D.A. Davidson & Co. | 0.00% | Reduce -80.4% | 2,083 | $336K |
| Axos Invest Inc. | 0.24% | Add +1.9% | 2,065 | $334K |
| Savvy Advisors, Inc. | 0.01% | New | 2,057 | $332K |
| DV Trading LLC | 0.03% | New | 2,056 | $332K |
| Cooper Financial Group | 0.03% | Reduce -0.1% | 2,047 | $331K |
| QRG Capital Management, Inc. | 0.00% | New | 2,043 | $330K |
| Pinnacle Family Advisors, LLC | 0.14% | Reduce -13.8% | 2,028 | $328K |
| D'Orazio & Associates, Inc. | 0.04% | No change | 2,011 | $325K |
| Private Wealth Asset Management, LLC | 0.03% | Add +2.6% | 2,000 | $323K |
| Orleans Capital Management Corp. | 0.17% | No change | 2,000 | $323K |
| Keystone Wealth Services, LLC | 0.06% | New | 1,985 | $321K |
| Asset One Wealth Management LLC | 0.03% | Reduce -15.1% | 2,101 | $315K |
| Indivisible Partners | 0.02% | Add +1.5% | 1,948 | $315K |
| Revisor Wealth Management LLC | 0.08% | New | 1,941 | $313K |
| WealthBridge Capital Management, LLC | 0.06% | New | 1,932 | $312K |
| Envision Financial Transparency, LLC | 0.27% | Reduce -77.2% | 3,250 | $311K |
| Midwest Financial Network, LLC | 0.21% | Reduce -57.1% | 1,927 | $311K |
| Lowery Thomas, LLC | 0.15% | New | 1,921 | $310K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 1,904 | $308K |
| NBZ Investment Advisors LLC | 0.12% | Add +0.2% | 1,901 | $307K |
| Lido Advisors, LLC | 0.00% | New | 1,898 | $307K |
| Huntington National Bank | 0.00% | No change | 1,881 | $304K |
| Brand Asset Management Group, Inc. | 0.07% | No change | 1,876 | $303K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 1,867 | $302K |
| Avant Capital LLC | 0.19% | New | 1,862 | $301K |
| Integrated Capital Management, LLC | 0.11% | Add +0.2% | 1,857 | $300K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -2.1% | 1,824 | $295K |
| HUB Investment Partners, LLC | 0.01% | Reduce -97.8% | 1,812 | $293K |
| Wbi Investments, LLC | 0.07% | New | 1,797 | $290K |
| Integrity Wealth Solutions LLC | 0.11% | Reduce -1.0% | 1,793 | $290K |
| Ledyard National Bank | 0.02% | New | 1,784 | $288K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 1,815 | $288K |
| Mission Wealth Management, LP | 0.00% | New | 1,777 | $287K |
| Silverlake Wealth Management LLC | 0.05% | Reduce -17.6% | 1,770 | $286K |
| Ancora Advisors LLC | 0.01% | Reduce -13.0% | 1,767 | $285K |
| Evolve Private Wealth, LLC | 0.02% | New | 1,725 | $279K |
| Empirical Asset Management, LLC | 0.06% | Reduce -33.2% | 1,664 | $269K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +26.0% | 1,660 | $268K |
| Asset Allocation Strategies LLC | 0.04% | New | 1,658 | $268K |
| Darwin Wealth Management, LLC | 0.07% | Add +0.1% | 1,648 | $266K |
| Private Trust Co. NA | 0.02% | Reduce -59.0% | 1,638 | $265K |
| Tulsa Wealth Advisors, INC | 0.04% | New | 1,630 | $263K |
| Cape Investment Advisory, Inc. | 0.07% | New | 1,612 | $260K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -17.1% | 1,612 | $260K |
| OneAscent Wealth Management LLC | 0.08% | New | 1,609 | $260K |
| Compass Capital Corp. /Ma/ | 0.08% | Add +8.9% | 1,738 | $260K |
| FLP Wealth Management, LLC | 0.46% | New | 1,604 | $259K |
| Eagle Strategies LLC | 0.03% | New | 1,601 | $259K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 1,565 | $253K |
| Syntegra Private Wealth Group, LLC | 0.02% | Reduce -14.9% | 1,560 | $252K |
| Maridea Wealth Management LLC | 0.03% | Reduce -22.1% | 1,555 | $251K |
| Howard Financial Services, LTD. | 0.02% | New | 1,546 | $250K |
| NWF Advisory Services Inc. | 0.02% | New | 1,532 | $247K |
| Generation Capital Management LLC | 0.15% | New | 1,515 | $245K |
| Stewardship Advisors, LLC | 0.05% | New | 1,513 | $244K |
| Tenet Wealth Partners, LLC | 0.18% | — | 1,688 | $244K |
| Falcon Wealth Planning | 0.02% | New | 1,500 | $242K |
| HRC Wealth Management, LLC | 0.10% | New | 1,488 | $240K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Reduce -76.7% | 1,446 | $233K |
| Larson Financial Group LLC | 0.01% | Reduce -11.6% | 1,421 | $230K |
| Saxon Interests, Inc. | 0.06% | New | 1,412 | $228K |
| Parker Investment Management, LLC | 0.03% | New | 1,409 | $228K |
| Dunhill Financial, LLC | 0.05% | No change | 1,395 | $225K |
| Retirement Management Systems Inc. | 0.05% | New | 1,380 | $223K |
| Sage Mountain Advisors LLC | 0.01% | New | 1,363 | $220K |
| Elevation Wealth Management LLC | 0.16% | New | 1,353 | $219K |
| Commerce Bank | 0.00% | New | 1,350 | $218K |
| GFS Advisors, LLC | 0.02% | New | 760 | $218K |
| Fiscal Wisdom Wealth Management, LLC | 0.18% | New | 1,333 | $215K |
| Drake & Associates, LLC | 0.04% | New | 1,321 | $213K |
| HBE Wealth Management, LLC | 0.15% | New | 1,311 | $212K |
| Sugar Maple Asset Management, LLC | 0.13% | Reduce -34.7% | 1,270 | $205K |
| City Center Advisors, LLC | 0.16% | New | 1,254 | $203K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 1,245 | $201K |
| Sarver Vrooman Wealth Advisors | 0.11% | No change | 1,216 | $189K |
| Lodestone Wealth Management LLC | 0.06% | No change | 1,126 | $182K |
| Elevated Capital Advisors, LLC | 0.05% | Add +83.1% | 1,075 | $174K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 793 | $128K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -9.1% | 783 | $126K |
| Trust Co. of Vermont | 0.00% | — | 771 | $125K |
| Clearstead Advisors, LLC | 0.00% | Add +0.8% | 765 | $124K |
| Obsidian Cio, LLC | 0.09% | Reduce -77.2% | 730 | $118K |
| GAMMA Investing LLC | 0.00% | Reduce -21.4% | 703 | $114K |
| Barclays PLC | 0.00% | New | 680 | $110K |
| Group One Trading LLC | 0.00% | New | 637 | $103K |
| Fourth Dimension Wealth, LLC | 0.03% | No change | 600 | $97K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -7.7% | 600 | $97K |
| Triumph Capital Management | 0.02% | Reduce -0.8% | 597 | $96K |
| Vanguard Advisers Inc. | 0.00% | Add +34.8% | 589 | $95K |
| Lavaca Capital LLC | 0.01% | Reduce -1.7% | 565 | $91K |
| Stone House Investment Management, LLC | 0.01% | Reduce -24.8% | 550 | $89K |
| Glen Eagle Advisors, LLC | 0.01% | New | 540 | $87K |
| Global Trust Asset Management, LLC | 0.03% | Add +250.0% | 525 | $85K |
| Glenmede Trust Co. NA | 0.00% | No change | 507 | $82K |
| LGT Financial Advisors LLC | 0.41% | Reduce -5.5% | 481 | $78K |
| Salomon & Ludwin, LLC | 0.01% | No change | 492 | $76K |
| Zions Bancorporation, National Association | 0.00% | No change | 450 | $73K |
| GHP Investment Advisors, Inc. | 0.00% | Add +6.7% | 429 | $69K |
| Networth Advisors, LLC | 0.04% | Reduce -2.3% | 421 | $68K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -98.3% | 227 | $65K |
| Kingdom Financial Group LLC. | 0.02% | Add +3.3% | 404 | $65K |
| Timbuktu Capital Management, LLC | 0.10% | — | 400 | $65K |
| Dogwood Wealth Management LLC | 0.02% | Add +0.3% | 331 | $53K |
| Aventura Private Wealth, LLC | 0.02% | New | 309 | $50K |
| Rossby Financial, LCC | 0.01% | Reduce -30.1% | 290 | $47K |
| Bernard Wealth Management Corp. | 0.02% | No change | 288 | $47K |
| Montgomery Financial Services LLC | 0.04% | — | 286 | $46K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 280 | $45K |
| Lanark Financial, Inc. | 0.00% | No change | 272 | $44K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -21.8% | 251 | $41K |
| Mather Group, Llc. | 0.00% | New | 237 | $38K |
| Smithfield Trust Co | 0.00% | No change | 227 | $36K |
| Robinswood Financial LLC | 0.01% | No change | 214 | $35K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -7.6% | 207 | $33K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -52.3% | 205 | $33K |
| Toronto Dominion Bank | 0.00% | Add +394.1% | 168 | $27K |
| Ameriflex Group, Inc. | 0.01% | No change | 155 | $25K |
| Princeton Global Asset Management LLC | 0.00% | No change | 152 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.7% | 146 | $24K |
| Founders Financial Alliance, LLC | 0.00% | Add +1533.3% | 147 | $24K |
| Westend Capital Management, LLC | 0.01% | No change | 146 | $24K |
| Institute for Wealth Management, LLC. | 0.00% | New | 140 | $23K |
| Copia Wealth Management | 0.01% | No change | 139 | $22K |
| Catherine Avery Investment Management LLC | 0.01% | New | 126 | $20K |
| Archer Investment Corp | 0.00% | No change | 124 | $20K |
| HHM Wealth Advisors, LLC | 0.00% | New | 117 | $19K |
| Hollencrest Capital Management | 0.00% | No change | 114 | $18K |
| Continuum Advisory, LLC | 0.00% | New | 108 | $17K |
| Strive Financial Group ,LLC | 0.01% | New | 103 | $17K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 100 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -43.2% | 100 | $16K |
| BankPlus Trust Department | 0.00% | No change | 93 | $15K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 92 | $15K |
| Abound Wealth Management | 0.00% | New | 90 | $15K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 88 | $14K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 78 | $13K |
| Marshall Investment Management, LLC | 0.00% | New | 55 | $9K |
| Kilter Group LLC | 0.00% | No change | 53 | $9K |
| Asset Dedication, LLC | 0.00% | New | 52 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | Add +25.0% | 50 | $8K |
| Colonial Trust Co / SC | 0.00% | No change | 49 | $8K |
| Realta Investment Advisors | 0.00% | Add +17.1% | 48 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -93.7% | 48 | $8K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -48.9% | 47 | $8K |
| Friedenthal Financial | 0.00% | No change | 42 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 38 | $6K |
| LifeSteps Financial, Inc. | 0.00% | New | 36 | $6K |
| Signature Equity Partners, LLC | 0.00% | Reduce -57.7% | 33 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 29 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +650.0% | 30 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 27 | $4K |
| RHL Group, LLC | 0.00% | New | 26 | $4K |
| Highland Investment Advisors LLC | 0.00% | — | 26 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 12 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 11 | $2K |
| Costello Asset Management, INC | 0.00% | No change | 10 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 8 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 8 | $1K |
| NBT Bank, N.A. | 0.00% | No change | 8 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 6 | $969 |
| Coppell Advisory Solutions LLC | 0.00% | New | 15,801 | $730 |
| Barrett & Company, Inc. | 0.00% | No change | 4 | $651 |
| City State Bank | 0.00% | New | 4 | $646 |
| Fortitude Family Office, LLC | 0.00% | No change | 4 | $646 |
| Optiver Holding B.V. | 0.00% | New | 4 | $646 |
| Pillar Financial Advisors, LLC | 0.00% | New | 3 | $485 |
| Signature Resources Capital Management, LLC | 0.00% | New | 3 | $485 |
| Parkside Financial Bank & Trust | 0.00% | Add +200.0% | 3 | $485 |
| NFSG Corp | 0.00% | No change | 1 | $162 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $162 |
| Coston, McIsaac & Partners | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is SPMO's weight in each manager's 13F, not the share of Invesco S&P 500 Momentum ETF the manager owns.