Invesco Global Water ETF (PIO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares115,561 from 105,833

Change+9,728 (+9%)

Value$5.0M (+$236.9K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares27,476 from 28,035

Change-559 (-2%)

Value$1.2M (-$72.8K)

Filed 2026-11-02

Citigroup Inc

DECREASED

Shares22,339 from 28,360

Change-6,021 (-21%)

Value$965.8K (-$309.5K)

Filed 2026-11-04

Linscomb Wealth, Inc.

UNCHANGED

Shares18,178 from 18,178

Change0 (0%)

Value$785.9K (-$31.5K)

Filed 2026-11-05

Thompson Siegel & Walmsley LLC

UNCHANGED

Shares18,000 from 18,000

Change0 (0%)

Value$778.0K (-$31.0K)

Filed 2026-11-05

YHB Investment Advisors, Inc.

UNCHANGED

Shares14,720 from 14,720

Change0 (0%)

Value$636.4K (-$25.5K)

Filed 2026-10-08

Concurrent Investment Advisors, LLC

NEW

Shares11,246

Change+11,246

Value$486.2K

Filed 2026-10-16

Elmwood Wealth Management, Inc.

DECREASED

Shares11,245 from 12,423

Change-1,178 (-9%)

Value$486.2K (-$72.5K)

Filed 2026-10-14

Spire Wealth Management

INCREASED

Shares11,131 from 11,130

Change+1 (+0%)

Value$481.2K (-$19.3K)

Filed 2026-10-30

Moors & Cabot, Inc.

DECREASED

Shares8,295 from 8,888

Change-593 (-7%)

Value$358.6K (-$41.1K)

Filed 2026-11-06

Vima LLC

INCREASED

Shares7,858 from 7,813

Change+45 (+1%)

Value$339.7K (-$11.6K)

Filed 2026-10-23

Accredited Investor Services, LLC

INCREASED

Shares6,866 from 6,858

Change+8 (+0%)

Value$296.8K (-$11.6K)

Filed 2026-10-22

Mather Group, Llc.

INCREASED

Shares6,476 from 6,434

Change+42 (+1%)

Value$280.0K (-$9.3K)

Filed 2026-10-14

Farther Finance Advisors, LLC

INCREASED

Shares6,046 from 2,611

Change+3,435 (+132%)

Value$261.4K (+$144.0K)

Filed 2026-10-08

Capital Wealth Alliance, LLC

DECREASED

Shares5,998 from 9,725

Change-3,727 (-38%)

Value$259.3K (-$178.0K)

Filed 2026-10-20

Apollon Wealth Management, LLC

NEW

Shares5,368

Change+5,368

Value$232.1K

Filed 2026-10-23

Oppenheimer & Co Inc

DECREASED

Shares5,097 from 5,325

Change-228 (-4%)

Value$220.4K (-$19.1K)

Filed 2026-10-26

Parallel Advisors, LLC

UNCHANGED

Shares3,470 from 3,470

Change0 (0%)

Value$150.0K (-$6.0K)

Filed 2026-11-03

Blueline Advisors LLC

UNCHANGED

Shares3,272 from 3,272

Change0 (0%)

Value$141.5K (-$5.7K)

Filed 2026-10-15

SBI Securities Co., Ltd.

INCREASED

Shares2,605 from 2,479

Change+126 (+5%)

Value$112.6K (+$1.1K)

Filed 2026-10-22

Hanson & Doremus Investment Management

UNCHANGED

Shares1,764 from 1,764

Change0 (0%)

Value$76 (-$78.9K)

Filed 2026-10-16

Adirondack Trust Co

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$64.8K (-$2.6K)

Filed 2026-10-14

Fifth Third Bancorp

UNCHANGED

Shares1,460 from 1,460

Change0 (0%)

Value$63.1K (-$2.5K)

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares1,350 from 1,350

Change0 (0%)

Value$58.4K (-$2.3K)

Filed 2026-11-05

West Financial Advisors, LLC

UNCHANGED

Shares1,250 from 1,250

Change0 (0%)

Value$54.0K (-$2.2K)

Filed 2026-10-22

Manchester Capital Management LLC

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$51.9K (-$2.0K)

Filed 2026-10-22

Central Trust Co

DECREASED

Shares1,000 from 2,000

Change-1,000 (-50%)

Value$43.2K (-$46.7K)

Filed 2026-11-05

Union Savings Bank

UNCHANGED

Shares979 from 979

Change0 (0%)

Value$42.3K (-$1.7K)

Filed 2026-10-14

Trust Co of Vermont

UNCHANGED

Shares884 from 884

Change0 (0%)

Value$38.2K (-$1.5K)

Filed 2026-10-21

Bokf, NA

UNCHANGED

Shares860 from 860

Change0 (0%)

Value$37.2K (-$1.5K)

Filed 2026-10-27

Breakwater Investment Management

UNCHANGED

Shares774 from 774

Change0 (0%)

Value$33.5K (-$1.3K)

Filed 2026-10-20

Intesa Sanpaolo Wealth Management

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$32.4K (-$1.3K)

Filed 2026-10-28

AlphaCore Capital LLC

DECREASED

Shares736 from 836

Change-100 (-12%)

Value$31.8K (-$7.9K)

Filed 2026-11-04

Gamma Investing LLC

UNCHANGED

Shares493 from 493

Change0 (0%)

Value$21.3K (-$855)

Filed 2026-10-08

Assetmark, Inc

UNCHANGED

Shares476 from 476

Change0 (0%)

Value$20.6K (-$826)

Filed 2026-10-21

Triumph Capital Management

UNCHANGED

Shares384 from 384

Change0 (0%)

Value$16.6K (-$666)

Filed 2026-10-14

Godsey & Gibb, Inc

UNCHANGED

Shares305 from 305

Change0 (0%)

Value$13.2K (-$529)

Filed 2026-10-14

Barrett & Company, Inc.

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$11.9K (-$477)

Filed 2026-10-22

North Star Investment Management Corp.

UNCHANGED

Shares231 from 231

Change0 (0%)

Value$10.0K (-$401)

Filed 2026-10-27

Capital Advisors, Ltd. LLC

UNCHANGED

Shares229 from 229

Change0 (0%)

Value$10 ($0)

Filed 2026-10-27

Armstrong Advisory Group, Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$8.6K (-$347)

Filed 2026-10-09

Tradewinds Capital Management, LLC

NEW

Shares135

Change+135

Value$5.8K

Filed 2026-10-23

Rossby Financial, LCC

INCREASED

Shares110 from 90

Change+20 (+22%)

Value$4.8K (+$709)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares103 from 103

Change0 (0%)

Value$4.5K (-$179)

Filed 2026-10-16

PNC Financial Services Group, Inc.

INCREASED

Shares100 from 75

Change+25 (+33%)

Value$4.3K (+$950)

Filed 2026-11-06

CX Institutional

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$2 ($0)

Filed 2026-10-02

Root Financial Partners, LLC

NEW

Shares38

Change+38

Value$1.6K

Filed 2026-10-21

Jacobi Capital Management LLC

NEW

Shares37

Change+37

Value$1.6K

Filed 2026-11-05

Moneco Advisors, LLC

CLOSED

Shares0 from 5,676

Change-5,676 (-100%)

Value$0 (-$255.2K)

Filed 2026-11-05

J.W. Cole Advisors, Inc.

CLOSED

Shares0 from 4,542

Change-4,542 (-100%)

Value$0 (-$204.3K)

Filed 2026-11-05

Arbor Investment Advisors, LLC

CLOSED

Shares0 from 4,484

Change-4,484 (-100%)

Value$0 (-$201.7K)

Filed 2026-10-26

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,600

Change-1,600 (-100%)

Value$0 (-$72.0K)

Filed 2026-10-15

NBT Bank, N.A.

CLOSED

Shares0 from 1,539

Change-1,539 (-100%)

Value$0 (-$69.2K)

Filed 2026-10-21

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1,200

Change-1,200 (-100%)

Value$0 (-$54.0K)

Filed 2026-11-06

International Assets Investment Management, LLC

CLOSED

Shares0 from 234

Change-234 (-100%)

Value$0 (-$10.6K)

Filed 2026-11-02

Gill Capital Partners, LLC

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 (-$989)

Filed 2026-10-13

Simplex Trading, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$89)

Filed 2026-11-04

Bank of America Corp

N/A

Shares— from 518,004

Change-518,004 (-100%)

Value—

1832 Asset Management L.P.

N/A

Shares— from 400,105

Change-400,105 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 310,795

Change-310,795 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 121,587

Change-121,587 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 109,707

Change-109,707 (-100%)

Value—

UBS Group AG

N/A

Shares— from 103,669

Change-103,669 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 49,705

Change-49,705 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 46,571

Change-46,571 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 29,825

Change-29,825 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 26,813

Change-26,813 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 20,572

Change-20,572 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 18,947

Change-18,947 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 18,428

Change-18,428 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 17,212

Change-17,212 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 16,402

Change-16,402 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 13,903

Change-13,903 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 13,080

Change-13,080 (-100%)

Value—

CI Investments Inc.

N/A

Shares— from 12,507

Change-12,507 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 9,361

Change-9,361 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 9,251

Change-9,251 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 8,776

Change-8,776 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 7,995

Change-7,995 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 7,805

Change-7,805 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 6,383

Change-6,383 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,993

Change-5,993 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 5,952

Change-5,952 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,812

Change-5,812 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 5,780

Change-5,780 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 5,412

Change-5,412 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 5,352

Change-5,352 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 5,117

Change-5,117 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 5,047

Change-5,047 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 5,030

Change-5,030 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 4,655

Change-4,655 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 4,500

Change-4,500 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 4,022

Change-4,022 (-100%)

Value—

Dearborn Partners LLC

N/A

Shares— from 3,350

Change-3,350 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 3,047

Change-3,047 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,902

Change-2,902 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 2,795

Change-2,795 (-100%)

Value—

Blair William & Co

N/A

Shares— from 2,113

Change-2,113 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,437

Change-1,437 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,387

Change-1,387 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,213

Change-1,213 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,176

Change-1,176 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 888

Change-888 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 750

Change-750 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 743

Change-743 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 700

Change-700 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 630

Change-630 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 599

Change-599 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 561

Change-561 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 547

Change-547 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 350

Change-350 (-100%)

Value—

1 North Wealth Services LLC

N/A

Shares— from 304

Change-304 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 270

Change-270 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 267

Change-267 (-100%)

Value—

Burnham & Co LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 58

Change-58 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Avalon Trust Co

N/A

Shares— from 0

Change0

Value—

	Status
LPL Financial LLC	INCREASED	115,561	105,833	+9,728	+9%	$4.8M	$5.0M	+$236.9K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	27,476	28,035	-559	-2%	$1.3M	$1.2M	-$72.8K	2026-11-02
Citigroup Inc	DECREASED	22,339	28,360	-6,021	-21%	$1.3M	$965.8K	-$309.5K	2026-11-04
Linscomb Wealth, Inc.	UNCHANGED	18,178	18,178	0	0%	$817.5K	$785.9K	-$31.5K	2026-11-05
Thompson Siegel & Walmsley LLC	UNCHANGED	18,000	18,000	0	0%	$809.0K	$778.0K	-$31.0K	2026-11-05
YHB Investment Advisors, Inc.	UNCHANGED	14,720	14,720	0	0%	$662.0K	$636.4K	-$25.5K	2026-10-08
Concurrent Investment Advisors, LLC	NEW	11,246	—	+11,246	—	—	$486.2K	—	2026-10-16
Elmwood Wealth Management, Inc.	DECREASED	11,245	12,423	-1,178	-9%	$558.7K	$486.2K	-$72.5K	2026-10-14
Spire Wealth Management	INCREASED	11,131	11,130	+1	+0%	$500.5K	$481.2K	-$19.3K	2026-10-30
Moors & Cabot, Inc.	DECREASED	8,295	8,888	-593	-7%	$399.7K	$358.6K	-$41.1K	2026-11-06
Vima LLC	INCREASED	7,858	7,813	+45	+1%	$351.3K	$339.7K	-$11.6K	2026-10-23
Accredited Investor Services, LLC	INCREASED	6,866	6,858	+8	+0%	$308.4K	$296.8K	-$11.6K	2026-10-22
Mather Group, Llc.	INCREASED	6,476	6,434	+42	+1%	$289.3K	$280.0K	-$9.3K	2026-10-14
Farther Finance Advisors, LLC	INCREASED	6,046	2,611	+3,435	+132%	$117.4K	$261.4K	+$144.0K	2026-10-08
Capital Wealth Alliance, LLC	DECREASED	5,998	9,725	-3,727	-38%	$437.3K	$259.3K	-$178.0K	2026-10-20
Apollon Wealth Management, LLC	NEW	5,368	—	+5,368	—	—	$232.1K	—	2026-10-23
Oppenheimer & Co Inc	DECREASED	5,097	5,325	-228	-4%	$239.5K	$220.4K	-$19.1K	2026-10-26
Parallel Advisors, LLC	UNCHANGED	3,470	3,470	0	0%	$156.0K	$150.0K	-$6.0K	2026-11-03
Blueline Advisors LLC	UNCHANGED	3,272	3,272	0	0%	$147.1K	$141.5K	-$5.7K	2026-10-15
SBI Securities Co., Ltd.	INCREASED	2,605	2,479	+126	+5%	$111.5K	$112.6K	+$1.1K	2026-10-22
Hanson & Doremus Investment Management	UNCHANGED	1,764	1,764	0	0%	$79.0K	$76	-$78.9K	2026-10-16
Adirondack Trust Co	UNCHANGED	1,500	1,500	0	0%	$67.5K	$64.8K	-$2.6K	2026-10-14
Fifth Third Bancorp	UNCHANGED	1,460	1,460	0	0%	$65.7K	$63.1K	-$2.5K	2026-11-05
US Bancorp \de\	UNCHANGED	1,350	1,350	0	0%	$60.7K	$58.4K	-$2.3K	2026-11-05
West Financial Advisors, LLC	UNCHANGED	1,250	1,250	0	0%	$56.2K	$54.0K	-$2.2K	2026-10-22
Manchester Capital Management LLC	UNCHANGED	1,200	1,200	0	0%	$54.0K	$51.9K	-$2.0K	2026-10-22
Central Trust Co	DECREASED	1,000	2,000	-1,000	-50%	$89.9K	$43.2K	-$46.7K	2026-11-05
Union Savings Bank	UNCHANGED	979	979	0	0%	$44.0K	$42.3K	-$1.7K	2026-10-14
Trust Co of Vermont	UNCHANGED	884	884	0	0%	$39.8K	$38.2K	-$1.5K	2026-10-21
Bokf, NA	UNCHANGED	860	860	0	0%	$38.7K	$37.2K	-$1.5K	2026-10-27
Breakwater Investment Management	UNCHANGED	774	774	0	0%	$34.8K	$33.5K	-$1.3K	2026-10-20
Intesa Sanpaolo Wealth Management	UNCHANGED	750	750	0	0%	$33.7K	$32.4K	-$1.3K	2026-10-28
AlphaCore Capital LLC	DECREASED	736	836	-100	-12%	$39.7K	$31.8K	-$7.9K	2026-11-04
Gamma Investing LLC	UNCHANGED	493	493	0	0%	$22.2K	$21.3K	-$855	2026-10-08
Assetmark, Inc	UNCHANGED	476	476	0	0%	$21.4K	$20.6K	-$826	2026-10-21
Triumph Capital Management	UNCHANGED	384	384	0	0%	$17.3K	$16.6K	-$666	2026-10-14
Godsey & Gibb, Inc	UNCHANGED	305	305	0	0%	$13.7K	$13.2K	-$529	2026-10-14
Barrett & Company, Inc.	UNCHANGED	275	275	0	0%	$12.4K	$11.9K	-$477	2026-10-22
North Star Investment Management Corp.	UNCHANGED	231	231	0	0%	$10.4K	$10.0K	-$401	2026-10-27
Capital Advisors, Ltd. LLC	UNCHANGED	229	229	0	0%	$10	$10	$0	2026-10-27
Armstrong Advisory Group, Inc	UNCHANGED	200	200	0	0%	$9.0K	$8.6K	-$347	2026-10-09
Tradewinds Capital Management, LLC	NEW	135	—	+135	—	—	$5.8K	—	2026-10-23
Rossby Financial, LCC	INCREASED	110	90	+20	+22%	$4.0K	$4.8K	+$709	2026-11-05
IFP Advisors, Inc	UNCHANGED	103	103	0	0%	$4.6K	$4.5K	-$179	2026-10-16
PNC Financial Services Group, Inc.	INCREASED	100	75	+25	+33%	$3.4K	$4.3K	+$950	2026-11-06
CX Institutional	UNCHANGED	42	42	0	0%	$2	$2	$0	2026-10-02
Root Financial Partners, LLC	NEW	38	—	+38	—	—	$1.6K	—	2026-10-21
Jacobi Capital Management LLC	NEW	37	—	+37	—	—	$1.6K	—	2026-11-05
Moneco Advisors, LLC	CLOSED	0	5,676	-5,676	-100%	$255.2K	$0	-$255.2K	2026-11-05
J.W. Cole Advisors, Inc.	CLOSED	0	4,542	-4,542	-100%	$204.3K	$0	-$204.3K	2026-11-05
Arbor Investment Advisors, LLC	CLOSED	0	4,484	-4,484	-100%	$201.7K	$0	-$201.7K	2026-10-26
AdvisorNet Financial, Inc	CLOSED	0	1,600	-1,600	-100%	$72.0K	$0	-$72.0K	2026-10-15
NBT Bank, N.A.	CLOSED	0	1,539	-1,539	-100%	$69.2K	$0	-$69.2K	2026-10-21
Institute for Wealth Management, Llc.	CLOSED	0	1,200	-1,200	-100%	$54.0K	$0	-$54.0K	2026-11-06
International Assets Investment Management, LLC	CLOSED	0	234	-234	-100%	$10.6K	$0	-$10.6K	2026-11-02
Gill Capital Partners, LLC	CLOSED	0	22	-22	-100%	$989	$0	-$989	2026-10-13
Simplex Trading, LLC	CLOSED	0	2	-2	-100%	$89	$0	-$89	2026-11-04
Bank of America Corp	N/A	—	518,004	-518,004	-100%	$23.3M	—	—	—
1832 Asset Management L.P.	N/A	—	400,105	-400,105	-100%	$18.0M	—	—	—
Morgan Stanley	N/A	—	310,795	-310,795	-100%	$14.0M	—	—	—
Wells Fargo & Company	N/A	—	121,587	-121,587	-100%	$5.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	109,707	-109,707	-100%	$4.9M	—	—	—
UBS Group AG	N/A	—	103,669	-103,669	-100%	$4.7M	—	—	—
Stifel Financial Corp	N/A	—	49,705	-49,705	-100%	$2.2M	—	—	—
CIBC World Market Inc.	N/A	—	46,571	-46,571	-100%	$2.1M	—	—	—
Citadel Advisors LLC	N/A	—	29,825	-29,825	-100%	$1.3M	—	—	—
Cetera Investment Advisers	N/A	—	26,813	-26,813	-100%	$1.2M	—	—	—
Regal Investment Advisors LLC	N/A	—	20,572	-20,572	-100%	$925.1K	—	—	—
Private Advisor Group, LLC	N/A	—	18,947	-18,947	-100%	$852.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	18,428	-18,428	-100%	$828.7K	—	—	—
Raymond James Financial Inc	N/A	—	17,212	-17,212	-100%	$774.0K	—	—	—
Virtu Financial LLC	N/A	—	16,402	-16,402	-100%	$738.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	13,903	-13,903	-100%	$625.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	13,080	-13,080	-100%	$588.2K	—	—	—
CI Investments Inc.	N/A	—	12,507	-12,507	-100%	$562.4K	—	—	—
Mutual Advisors, LLC	N/A	—	9,361	-9,361	-100%	$421.0K	—	—	—
Ameriprise Financial Inc	N/A	—	9,251	-9,251	-100%	$416.0K	—	—	—
Summit Financial, LLC	N/A	—	8,776	-8,776	-100%	$394.7K	—	—	—
HighTower Advisors, LLC	N/A	—	7,995	-7,995	-100%	$359.5K	—	—	—
Bluespring Wealth Management, LLC	N/A	—	7,805	-7,805	-100%	$351.0K	—	—	—
Cerity Partners LLC	N/A	—	6,383	-6,383	-100%	$287.1K	—	—	—
FMR LLC	N/A	—	5,993	-5,993	-100%	$269.5K	—	—	—
Bank of Montreal	N/A	—	5,952	-5,952	-100%	$267.7K	—	—	—
Royal Bank of Canada	N/A	—	5,812	-5,812	-100%	$261.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	5,780	-5,780	-100%	$259.9K	—	—	—
Cary Street Partners Financial LLC	N/A	—	5,412	-5,412	-100%	$243.4K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	5,352	-5,352	-100%	$240.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	5,117	-5,117	-100%	$231.1K	—	—	—
Equitable Holdings, Inc.	N/A	—	5,047	-5,047	-100%	$226.9K	—	—	—
Millstone Evans Group, LLC	N/A	—	5,030	-5,030	-100%	$226.2K	—	—	—
Meramec Financial Planners, LLC	N/A	—	4,655	-4,655	-100%	$206.6K	—	—	—
Franklin Resources Inc	N/A	—	4,500	-4,500	-100%	$202.4K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	4,022	-4,022	-100%	$180.9K	—	—	—
Dearborn Partners LLC	N/A	—	3,350	-3,350	-100%	$231.4K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	3,047	-3,047	-100%	$137.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,902	-2,902	-100%	$130.5K	—	—	—
Smithfield Trust Co	N/A	—	2,800	-2,800	-100%	$126.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	2,795	-2,795	-100%	$125.7K	—	—	—
Blair William & Co	N/A	—	2,113	-2,113	-100%	$95.0K	—	—	—
BlackRock, Inc.	N/A	—	1,437	-1,437	-100%	$64.6K	—	—	—
National Bank of Canada	N/A	—	1,387	-1,387	-100%	$62.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,213	-1,213	-100%	$54.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,176	-1,176	-100%	$52.9K	—	—	—
Glenmede Trust Co NA	N/A	—	888	-888	-100%	$39.9K	—	—	—
Evelyn Partners Group Ltd	N/A	—	750	-750	-100%	$33.7K	—	—	—
Brown Brothers Harriman & Co	N/A	—	743	-743	-100%	$33.4K	—	—	—
Whittier Trust Co	N/A	—	700	-700	-100%	$32.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	630	-630	-100%	$28.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	599	-599	-100%	$26.9K	—	—	—
Harbour Investments, Inc.	N/A	—	561	-561	-100%	$25.2K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	547	-547	-100%	$24.6K	—	—	—
Arax Advisory Partners	N/A	—	350	-350	-100%	$15.7K	—	—	—
1 North Wealth Services LLC	N/A	—	304	-304	-100%	$13.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	270	-270	-100%	$12.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	267	-267	-100%	$12.0K	—	—	—
Burnham & Co LLC	N/A	—	100	-100	-100%	$4.5K	—	—	—
Dunhill Financial, LLC	N/A	—	58	-58	-100%	$2.6K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	50	-50	-100%	$2.2K	—	—	—
Bogart Wealth, LLC	N/A	—	50	-50	-100%	$2.3K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	25	-25	-100%	$1.6K	—	—	—
Rothschild Investment LLC	N/A	—	18	-18	-100%	$809	—	—	—
Avalon Trust Co	N/A	—	0	0	—	$11	—	—	—

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