iSHARES TRUST - ACWI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025

13D/13G major owners: Ownership tab.

Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.

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Investor	History	Status	Shares held	Market value ($000)	% of portfolio	Previous %	Rank	Change in shares	% change in shares	Source	Date reported
MORGAN STANLEY	History	Added to	10,717,915	1,483,038	0.09%	0.07%	1	+2,280,485	27.03%	Q1 2026	May 15, 2026
Mass General Brigham, Inc	History	Reduced	2,153,477	292,711	62.42%	80.62%	2	-2,460,478	-53.33%	Q1 2026	May 05, 2026
WELLS FARGO & COMPANY/MN	History	Added to	2,059,226	284,935	0.05%	0.05%	3	+280,141	15.75%	Q1 2026	May 11, 2026
Granger Management LLC	History	No change	1,858,121	257,108	71.77%	69.49%	4	0	0.0%	Q1 2026	May 14, 2026
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York	History	Added to	1,847,880	255,691	59.28%	43.03%	5	+1,113,549	151.64%	Q1 2026	Apr 23, 2026
JPMORGAN CHASE & CO	History	Added to	1,853,728	248,751	0.02%	0.01%	6	+501,033	37.04%	Q1 2026	May 13, 2026
Sageworth Trust Co	History	Added to	1,729,958	239,374	10.29%	10.48%	7	+68	0.0%	Q1 2026	Apr 29, 2026
BNP PARIBAS FINANCIAL MARKETS	History	Reduced	1,664,180	230,272	0.11%	0.17%	8	-955,930	-36.48%	Q1 2026	May 12, 2026
NORTHERN TRUST CORP	History	Added to	1,548,820	214,310	0.03%	0.03%	9	+56,239	3.77%	Q1 2026	May 14, 2026
P/E Global LLC	History	Reduced	1,446,587	200,164	15.78%	18.0%	10	-319,032	-18.07%	Q1 2026	Apr 09, 2026
Phoenix Financial Ltd.	History	Reduced	1,397,253	193,337	1.83%	2.15%	11	-4,085	-0.29%	Q1 2026	May 11, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	Added to	1,388,478	192,123	0.11%	0.11%	12	+1,488	0.11%	Q1 2026	May 08, 2026
BANK OF AMERICA CORP /DE/	History	Added to	1,384,455	191,566	0.01%	0.01%	13	+122,720	9.73%	Q1 2026	May 15, 2026
PRUDENTIAL PLC	History	Added to	1,347,997	186,522	1.09%	1.23%	14	+247,493	22.49%	Q1 2026	May 13, 2026
ICONIQ Capital, LLC	History	No change	1,315,860	182,075	4.08%	2.81%	15	0	0.0%	Q1 2026	May 14, 2026
NATIONAL BANK OF CANADA /FI/	History	Added to	1,276,918	176,689	0.16%	0.0%	16	+1,261,782	8336.3%	Q1 2026	May 14, 2026
Sequoia Financial Advisors, LLC	History	Reduced	1,197,896	165,752	0.93%	0.98%	17	-48,518	-3.89%	Q1 2026	Apr 30, 2026
UBS Group AG	History	Reduced	1,179,459	163,201	0.02%	0.03%	18	-36,587	-3.01%	Q1 2026	May 05, 2026
BlackRock, Inc.	History	Reduced	1,108,535	153,387	0.0%	0.0%	19	-287,182	-20.58%	Q1 2026	May 13, 2026
Allianz Asset Management GmbH	History	Reduced	1,045,428	144,655	0.15%	0.16%	20	-52,440	-4.78%	Q1 2026	May 11, 2026
Bogart Wealth, LLC	History	Added to	1,031,925	142,787	5.5%	5.17%	21	+121,832	13.39%	Q1 2026	Apr 28, 2026
Clal Insurance Enterprises Holdings Ltd	History	Added to	921,500	127,508	0.77%	0.18%	22	+721,500	360.75%	Q1 2026	May 12, 2026
HF Capital, LLC	History	Added to	903,075	124,958	52.24%	44.67%	23	+373,650	70.58%	Q1 2026	May 07, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS	History	Reduced	884,511	122,389	11.83%	11.48%	24	-114,236	-11.44%	Q1 2026	May 15, 2026
GOLDMAN SACHS GROUP INC	History	Reduced	884,006	122,319	0.01%	0.03%	25	-784,814	-47.03%	Q1 2026	May 15, 2026
BANK OF MONTREAL /CAN/	History	Added to	845,846	117,039	0.04%	0.04%	26	+154	0.02%	Q1 2026	May 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC	History	Reduced	840,939	116,361	16.32%	16.89%	27	-11,976	-1.4%	Q1 2026	May 15, 2026
EVOKE WEALTH, LLC	History	Reduced	794,905	109,991	1.98%	2.14%	28	-16,014	-1.97%	Q1 2026	May 14, 2026
CAPITAL ADVISORS INC/OK	History	Added to	792,656	109,679	1.76%	1.75%	29	+22,955	2.98%	Q1 2026	Apr 27, 2026
IEQ CAPITAL, LLC	History	Added to	770,683	106,639	0.49%	0.29%	30	+81,577	11.84%	Q1 2026	May 14, 2026
Corient Private Wealth LLC	History	Reduced	793,582	105,892	0.15%	0.15%	31	-72,584	-8.38%	Q1 2026	May 15, 2026
CIBC Bancorp USA Inc.	History	New	695,552	96,243	0.13%	—	32	+695,552	New	Q1 2026	May 12, 2026
BROWN ADVISORY INC	History	Reduced	692,578	95,832	0.16%	0.14%	33	-12,665	-1.8%	Q1 2026	May 15, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	History	Added to	679,655	93,207	0.65%	0.66%	34	+8,083	1.2%	Q1 2026	May 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP	History	Added to	656,890	90,893	0.07%	0.02%	35	+464,222	240.94%	Q1 2026	May 14, 2026
Mirae Asset Global Investments Co., Ltd.	History	Added to	651,110	90,094	0.03%	0.19%	36	+167,930	34.76%	Q1 2026	May 04, 2026
Nearwater Capital Markets, Ltd	History	New	641,700	88,792	2.09%	—	37	+641,700	New	Q1 2026	May 15, 2026
LOWE BROCKENBROUGH & CO INC	History	Reduced	641,227	88,726	4.42%	4.52%	38	-7,775	-1.2%	Q1 2026	May 07, 2026
ALLIANCEBERNSTEIN L.P.	History	Added to	619,328	87,628	0.03%	0.02%	39	+102,981	19.94%	Q1 2026	May 15, 2026
HSBC HOLDINGS PLC	History	Reduced	632,015	87,451	0.05%	0.06%	40	-108,457	-14.65%	Q1 2026	Apr 30, 2026
OVERSEA-CHINESE BANKING Corp Ltd	History	Added to	612,814	84,850	2.29%	1.83%	41	+121,760	24.8%	Q1 2026	Apr 28, 2026
Verger Capital Management LLC	History	Reduced	604,163	83,598	24.65%	25.81%	42	-11,880	-1.93%	Q1 2026	May 13, 2026
Jasper Ridge Partners, L.P.	History	Added to	601,046	83,166	1.85%	0.59%	43	+412,817	219.32%	Q1 2026	May 11, 2026
Capital International Investors	History	Reduced	574,699	77,118	0.02%	0.02%	44	-187,802	-24.63%	Q1 2026	May 13, 2026
CIBC WORLD MARKET INC.	History	Added to	540,262	74,756	0.12%	0.0%	45	+527,166	4025.4%	Q1 2026	May 14, 2026
Metis Global Partners, LLC	History	Added to	517,834	71,652	1.76%	0.07%	46	+497,375	2431.08%	Q1 2026	May 07, 2026
BESSEMER GROUP INC	History	Reduced	514,494	71,191	0.11%	0.16%	47	-203,429	-28.34%	Q1 2026	May 06, 2026
ALLIANZ SE	History	Reduced	508,784	70,400	0.78%	0.95%	48	-10,391	-2.0%	Q1 2026	May 11, 2026
ROYAL BANK OF CANADA	History	Reduced	463,648	64,153	0.01%	0.02%	49	-221,972	-32.38%	Q1 2026	May 15, 2026
Federation des caisses Desjardins du Quebec	History	Added to	459,006	63,512	0.23%	0.18%	50	+132,676	40.66%	Q1 2026	May 13, 2026
HighTower Advisors, LLC	History	Added to	439,441	60,806	0.06%	0.07%	51	+6,477	1.5%	Q1 2026	May 05, 2026
ASSETMARK, INC	History	Added to	433,891	60,037	0.12%	0.12%	52	+1,430	0.33%	Q1 2026	May 06, 2026
Blue Trust, Inc.	History	Added to	433,494	59,982	0.69%	0.68%	53	+11,099	2.63%	Q1 2026	Apr 20, 2026
Three Bridge Wealth Advisors, LLC	History	Reduced	410,767	56,837	15.61%	15.46%	54	-3,487	-0.84%	Q1 2026	May 12, 2026
Mill Creek Capital Advisors, LLC	History	Reduced	410,591	56,813	1.17%	1.2%	55	-7,293	-1.75%	Q1 2026	May 14, 2026
CITIGROUP INC	History	Reduced	380,560	52,658	0.02%	0.04%	56	-181,162	-32.25%	Q1 2026	May 11, 2026
RAYMOND JAMES FINANCIAL INC	History	Reduced	380,357	52,630	0.02%	0.02%	57	-48,141	-11.23%	Q1 2026	May 14, 2026
Bank of New York Mellon Corp	History	Reduced	372,021	51,476	0.01%	0.01%	58	-34,064	-8.39%	Q1 2026	May 05, 2026
LPL Financial LLC	History	Added to	368,160	50,942	0.01%	0.01%	59	+4,025	1.11%	Q1 2026	May 06, 2026
BANK OF NOVA SCOTIA	History	Added to	356,920	49,387	0.09%	0.02%	60	+240,570	206.76%	Q1 2026	May 14, 2026
Banco Santander, S.A.	History	Added to	341,053	47,191	0.38%	0.34%	61	+19,904	6.2%	Q1 2026	May 08, 2026
Gotham Asset Management, LLC	History	Added to	332,083	45,950	0.14%	0.1%	62	+136,681	69.95%	Q1 2026	May 15, 2026
Cresset Asset Management, LLC	History	Added to	321,195	44,443	0.19%	0.09%	63	+164,543	105.04%	Q1 2026	May 15, 2026
Pathstone Holdings, LLC	History	Reduced	317,211	43,892	0.17%	0.17%	64	-198	-0.06%	Q1 2026	May 11, 2026
Ayalon Insurance Comp Ltd.	History	Added to	316,575	43,804	8.95%	10.17%	65	+20,278	6.84%	Q1 2026	Apr 13, 2026
POLEN CAPITAL MANAGEMENT LLC	History	Reduced	306,415	42,398	0.29%	0.37%	66	-303,718	-49.78%	Q1 2026	May 14, 2026
1832 Asset Management L.P.	History	Added to	296,238	40,990	0.04%	0.03%	67	+7,435	2.57%	Q1 2026	May 14, 2026
BRANDYWINE MANAGERS, LLC	History	No change	293,679	40,636	23.92%	20.54%	68	0	0.0%	Q1 2026	May 14, 2026
Focus Partners Wealth	History	Added to	293,370	40,593	0.05%	0.05%	69	+4,025	1.39%	Q1 2026	May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	Reduced	277,582	38,705	0.08%	0.06%	70	-28,021	-9.17%	Q1 2026	Apr 08, 2026
Birnam Oak Advisors, LP	History	No change	276,800	38,300	8.69%	8.77%	71	0	0.0%	Q1 2026	May 12, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	History	Added to	274,706	38,011	0.6%	0.62%	72	+7,163	2.68%	Q1 2026	May 13, 2026
Cerity Partners LLC	History	Reduced	262,248	36,287	0.05%	0.05%	73	-3,415	-1.29%	Q1 2026	May 15, 2026
Drake & Associates, LLC	History	Added to	256,265	35,459	6.76%	6.3%	74	+32,880	14.72%	Q1 2026	May 13, 2026
Erste Asset Management GmbH	History	Added to	253,157	35,038	0.32%	0.3%	75	+1,355	0.54%	Q1 2026	May 11, 2026
Rockefeller Capital Management L.P.	History	Added to	252,281	34,908	0.06%	0.05%	76	+57,604	29.59%	Q1 2026	May 14, 2026
TRUIST FINANCIAL CORP	History	Reduced	246,537	34,113	0.05%	0.05%	77	-16,436	-6.25%	Q1 2026	Apr 27, 2026
Pathway Financial Advisors LLC	History	Reduced	242,318	33,788	4.18%	4.45%	78	-3,088	-1.26%	Q1 2026	Apr 07, 2026
ENVESTNET ASSET MANAGEMENT INC	History	Added to	237,510	32,864	0.01%	0.01%	79	+105,722	80.22%	Q1 2026	May 04, 2026
Neuberger Berman Group LLC	History	Added to	236,609	32,739	0.02%	0.02%	80	+4,065	1.75%	Q1 2026	May 14, 2026
CITADEL ADVISORS LLC	History	Added to	223,782	30,964	0.01%	0.0%	81	+98,082	78.03%	Q1 2026	May 15, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP	History	Reduced	223,032	30,860	1.16%	1.52%	82	-65,181	-22.62%	Q1 2026	May 12, 2026
Purpose Unlimited Inc.	History	No change	222,800	30,828	1.27%	1.44%	83	0	0.0%	Q1 2026	May 15, 2026
Qube Research & Technologies Ltd	History	Added to	221,702	30,676	0.03%	0.0%	84	+218,751	7412.78%	Q1 2026	May 15, 2026
Lido Advisors, LLC	History	Reduced	219,746	30,406	0.09%	0.14%	85	-116,899	-34.72%	Q1 2026	May 13, 2026
SENTINEL TRUST CO LBA	History	Added to	217,968	30,160	3.0%	2.89%	86	+10,270	4.94%	Q1 2026	May 07, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC	History	New	211,200	29,223	0.19%	—	87	+211,200	New	Q1 2026	May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	Added to	209,243	28,952	0.0%	0.0%	88	+24,643	13.35%	Q1 2026	May 15, 2026
BANK HAPOALIM BM	History	Reduced	200,000	27,674	4.25%	2.48%	89	-1,782	-0.88%	Q1 2026	May 04, 2026
Waldron Private Wealth LLC	History	Added to	199,442	27,596	1.08%	1.11%	90	+353	0.18%	Q1 2026	Apr 10, 2026
OXFORD FINANCIAL GROUP, LTD. LLC	History	Reduced	199,172	27,559	1.48%	1.55%	91	-718	-0.36%	Q1 2026	May 06, 2026
Circle Wealth Management, LLC	History	No change	199,113	27,551	0.39%	0.43%	92	0	0.0%	Q1 2026	May 11, 2026
NOMURA ASSET MANAGEMENT CO LTD	History	Added to	193,609	26,789	0.07%	0.03%	93	+109,878	131.23%	Q1 2026	May 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	Added to	190,557	26,367	1.08%	0.69%	94	+70,700	58.99%	Q1 2026	Apr 14, 2026
Clearstead Advisors, LLC	History	Added to	187,029	25,879	0.24%	0.11%	95	+124,773	200.42%	Q1 2026	May 06, 2026
JENNISON ASSOCIATES LLC	History	Added to	183,285	25,361	0.02%	0.02%	96	+2,020	1.11%	Q1 2026	May 06, 2026
Parkwood LLC	History	New	181,370	25,096	2.23%	—	97	+181,370	New	Q1 2026	May 15, 2026
Johns Hopkins University	History	No change	181,055	25,052	1.82%	1.87%	98	0	0.0%	Q1 2026	May 14, 2026
Naviter Wealth, LLC	History	Reduced	179,309	24,810	3.1%	3.52%	99	-11,410	-5.98%	Q1 2026	Apr 10, 2026
Avestar Capital, LLC	History	Added to	176,643	24,442	1.57%	1.21%	100	+44,666	33.84%	Q1 2026	May 13, 2026
Arlington Capital Management, Inc.	History	New	171,025	23,664	13.35%	—	101	+171,025	New	Q1 2026	May 01, 2026
OSAIC HOLDINGS, INC.	History	Reduced	169,306	23,427	0.03%	0.05%	102	-75,393	-30.81%	Q1 2026	May 15, 2026
Allen Investment Management, LLC	History	Added to	166,102	22,983	0.28%	0.25%	103	+7,574	4.78%	Q1 2026	May 07, 2026
Guardian Partners Inc.	History	New	165,370	22,882	1.91%	—	104	+165,370	New	Q1 2026	May 15, 2026
Quantinno Capital Management LP	History	Reduced	164,794	22,802	0.04%	0.05%	105	-24,964	-13.16%	Q1 2026	May 15, 2026
Privium Fund Management (UK) Ltd	History	New	169,300	22,779	11.54%	—	106	+169,300	New	Q1 2026	May 05, 2026
WELLINGTON MANAGEMENT GROUP LLP	History	Added to	163,667	22,646	0.0%	0.0%	107	+56,271	52.4%	Q1 2026	May 15, 2026
Bricktown Capital, LLC	History	Reduced	160,668	22,231	4.38%	3.91%	108	-3,650	-2.22%	Q1 2026	Apr 16, 2026
CWM, LLC	History	Added to	155,387	21,500	0.06%	0.04%	109	+40,083	34.76%	Q1 2026	May 14, 2026
EQUITABLE TRUST CO	History	Reduced	154,823	21,422	0.99%	1.09%	110	-17,797	-10.31%	Q1 2026	Apr 30, 2026
AMERIPRISE FINANCIAL INC	History	Reduced	147,952	20,473	0.0%	0.0%	111	-307	-0.21%	Q1 2026	May 15, 2026
Squarepoint Ops LLC	History	Added to	139,705	19,330	0.02%	0.01%	112	+76,654	121.57%	Q1 2026	May 15, 2026
CENTAURUS FINANCIAL, INC.	History	Added to	138,506	19,165	0.91%	0.85%	113	+6,773	5.14%	Q1 2026	May 18, 2026
Sepio Capital, LP	History	Reduced	135,467	18,744	1.02%	1.05%	114	-230	-0.17%	Q1 2026	May 13, 2026
Topor & Co. Korea	History	Reduced	131,937	18,256	15.44%	16.46%	115	-22,497	-14.57%	Q1 2026	Apr 27, 2026
Centiva Capital, LP	History	Reduced	123,500	17,088	0.13%	0.2%	116	-48,400	-28.16%	Q1 2026	May 14, 2026
CAPTRUST FINANCIAL ADVISORS	History	Added to	123,320	17,063	0.03%	0.03%	117	+612	0.5%	Q1 2026	May 14, 2026
Ashford Advisors, LLC	History	No change	120,827	16,718	3.89%	3.74%	118	0	0.0%	Q1 2026	May 05, 2026
Gryphon Financial Partners LLC	History	Added to	120,253	16,639	1.71%	1.8%	119	+1,543	1.3%	Q1 2026	May 06, 2026
Janney Capital Management LLC	History	No change	117,339	16,602	1.04%	1.04%	120	0	0.0%	Q4 2025	Feb 11, 2026
PINEBRIDGE INVESTMENTS LLC	History	Added to	117,719	16,288	0.14%	0.12%	121	+5,025	4.46%	Q1 2026	May 14, 2026
Portus Wealth Advisors, LLC	History	Added to	117,513	16,260	15.31%	15.47%	122	+1,660	1.43%	Q1 2026	Apr 22, 2026
BIP Wealth, LLC	History	Reduced	116,150	16,071	0.65%	0.59%	123	-2,028	-1.72%	Q1 2026	Apr 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	Added to	113,848	15,725	0.1%	0.1%	124	+1,790	1.6%	Q1 2026	May 15, 2026
Cetera Investment Advisers	History	Added to	111,218	15,389	0.02%	0.02%	125	+6,172	5.88%	Q1 2026	May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	Added to	111,147	15,379	0.01%	0.01%	126	+17,960	19.27%	Q1 2026	May 07, 2026
IFC Advisors LLC	History	Reduced	104,276	14,428	2.06%	2.16%	127	-371	-0.35%	Q1 2026	May 04, 2026
CIBC WORLD MARKETS CORP	History	No change	100,000	14,149	0.07%	0.07%	128	0	0.0%	Q4 2025	Feb 12, 2026
Jefferies Financial Group Inc.	History	New	102,058	14,121	0.1%	—	129	+102,058	New	Q1 2026	May 07, 2026
FIFTH THIRD BANCORP	History	Added to	101,479	14,041	0.03%	0.01%	130	+86,660	584.79%	Q1 2026	May 01, 2026
TORONTO DOMINION BANK	History	New	100,048	13,843	0.02%	—	131	+100,048	New	Q1 2026	May 15, 2026
UNIQUE WEALTH, LLC	History	Reduced	97,995	13,559	1.87%	2.04%	132	-5,148	-4.99%	Q1 2026	Apr 21, 2026
Plan Group Financial, LLC	History	Added to	97,449	13,483	3.16%	3.56%	133	+420	0.43%	Q1 2026	Apr 13, 2026
HARDING LOEVNER LP	History	Added to	95,512	13,216	0.14%	0.07%	134	+40,443	73.44%	Q1 2026	May 15, 2026
Wind River Trust Co	History	No change	94,212	13,036	4.92%	4.98%	135	0	0.0%	Q1 2026	May 14, 2026
AlTi Global, Inc.	History	Added to	90,534	12,527	0.27%	0.27%	136	+1,303	1.46%	Q1 2026	May 07, 2026
COMERICA BANK	History	No change	88,424	12,511	0.05%	0.05%	137	0	0.0%	Q4 2025	Jan 29, 2026
Dorsey & Whitney Trust CO LLC	History	Reduced	87,731	12,139	0.67%	0.67%	138	-1,864	-2.08%	Q1 2026	May 14, 2026
Centennial Bank/AR/	History	Added to	87,215	12,067	4.33%	4.77%	139	+2,350	2.77%	Q1 2026	May 06, 2026
Amplius Wealth Advisors, LLC	History	Reduced	86,434	11,959	1.0%	1.03%	140	-4	-0.0%	Q1 2026	Apr 13, 2026
North Berkeley Wealth Management, LLC	History	Added to	86,045	11,906	6.29%	6.77%	141	+4,955	6.11%	Q1 2026	May 15, 2026
HB Wealth Management, LLC	History	Reduced	85,709	11,859	0.08%	0.08%	142	-5,274	-5.8%	Q1 2026	Apr 27, 2026
Waverly Advisors, LLC	History	Reduced	85,006	11,762	0.09%	0.1%	143	-276	-0.32%	Q1 2026	May 15, 2026
Hackensack Meridian Health, Inc.	History	No change	85,000	11,761	1.11%	1.1%	144	0	0.0%	Q1 2026	May 14, 2026
SG Americas Securities, LLC	History	Reduced	83,589	11,566	0.01%	0.02%	145	-1,002	-1.18%	Q1 2026	Apr 16, 2026
COOPER INVESTORS PTY LTD	History	Added to	83,458	11,548	4.71%	3.47%	146	+9,617	13.02%	Q1 2026	Apr 27, 2026
Annis Gardner Whiting Capital Advisors, LLC	History	No change	83,076	11,495	1.84%	2.23%	147	0	0.0%	Q1 2026	May 06, 2026
DT Investment Partners, LLC	History	Reduced	82,603	11,429	0.95%	0.97%	148	-185	-0.22%	Q1 2026	May 14, 2026
NYL Investors LLC	History	Reduced	80,925	11,197	4.23%	4.2%	149	-6,407	-7.34%	Q1 2026	May 07, 2026
Charter Oak Capital Management, LLC	History	Reduced	79,937	11,060	0.86%	0.87%	150	-963	-1.19%	Q1 2026	Apr 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	Reduced	78,156	10,814	0.02%	0.02%	151	-5,885	-7.0%	Q1 2026	Apr 27, 2026
Private Advisor Group, LLC	History	Added to	77,323	10,699	0.05%	0.05%	152	+251	0.33%	Q1 2026	Apr 24, 2026
Mariner, LLC	History	Reduced	76,681	10,610	0.01%	0.01%	153	-12,133	-13.66%	Q1 2026	May 13, 2026
STIFEL FINANCIAL CORP	History	Reduced	75,706	10,475	0.01%	0.02%	154	-60,615	-44.46%	Q1 2026	May 12, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	Added to	73,607	10,185	0.02%	0.01%	155	+33,550	83.76%	Q1 2026	May 15, 2026
Capital World Investors	History	Added to	74,008	9,931	0.0%	0.0%	156	+16,445	28.57%	Q1 2026	May 13, 2026
Cambridge Investment Research Advisors, Inc.	History	Added to	71,445	9,886	0.03%	0.02%	157	+5,530	8.39%	Q1 2026	Apr 30, 2026
EFG International AG	History	Reduced	70,625	9,772	0.21%	0.23%	158	-15,145	-17.66%	Q1 2026	May 15, 2026
WestEnd Advisors, LLC	History	Added to	68,550	9,485	0.23%	0.04%	159	+57,474	518.91%	Q1 2026	Apr 22, 2026
WCM INVESTMENT MANAGEMENT, LLC	History	Reduced	70,462	9,455	0.02%	0.04%	160	-69,433	-49.63%	Q1 2026	May 07, 2026
CATALYST FINANCIAL PARTNERS LLC	History	Added to	66,551	9,208	1.09%	0.62%	161	+27,564	70.7%	Q1 2026	May 11, 2026
FMR LLC	History	Reduced	65,315	9,037	0.0%	0.0%	162	-42	-0.06%	Q1 2026	May 15, 2026
NLB Skladi, upravljanje premozenja, d.o.o.	History	Added to	65,136	9,012	0.43%	0.32%	163	+15,489	31.2%	Q1 2026	May 11, 2026
Able Wealth Management LLC	History	Added to	65,095	9,007	2.41%	2.82%	164	+2,195	3.49%	Q1 2026	Apr 24, 2026
CHANNEL WEALTH LLC	History	Reduced	64,832	8,970	2.17%	2.47%	165	-4,055	-5.89%	Q1 2026	May 11, 2026
Financial Enhancement Group LLC	History	Reduced	58,578	8,839	1.1%	1.13%	166	-1,508	-2.51%	Q1 2026	Apr 20, 2026
BBR PARTNERS, LLC	History	Added to	63,345	8,765	0.49%	0.32%	167	+21,779	52.4%	Q1 2026	May 12, 2026
BRANDYWINE TRUST CO	History	No change	61,715	8,539	1.55%	1.53%	168	0	0.0%	Q1 2026	May 14, 2026
MGO ONE SEVEN LLC	History	Reduced	60,553	8,378	0.17%	0.21%	169	-12,442	-17.05%	Q1 2026	May 14, 2026
Permanent Capital Management, LP	History	No change	54,862	8,313	1.29%	1.51%	170	0	0.0%	Q1 2026	May 14, 2026
TD Capital Management LLC	History	Reduced	59,933	8,292	0.75%	0.75%	171	-69	-0.11%	Q1 2026	May 11, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd	History	Added to	59,458	8,227	0.07%	0.04%	172	+22,230	59.71%	Q1 2026	Apr 24, 2026
AQR CAPITAL MANAGEMENT LLC	History	Added to	59,015	8,165	0.0%	0.0%	173	+23,635	66.8%	Q1 2026	May 15, 2026
Parallel Advisors, LLC	History	Added to	58,325	8,070	0.14%	0.15%	174	+968	1.69%	Q1 2026	May 07, 2026
LARCH CAPITAL PARTNERS LLC	History	Added to	58,124	8,042	1.17%	1.13%	175	+108	0.19%	Q1 2026	May 15, 2026
Altrafin AG	History	Reduced	57,500	7,956	2.74%	3.57%	176	-22,000	-27.67%	Q1 2026	Apr 14, 2026
SBI Securities Co., Ltd.	History	Added to	57,093	7,899	0.22%	0.16%	177	+12,602	28.32%	Q1 2026	Apr 27, 2026
GLENMEDE TRUST CO NA	History	No change	55,807	7,896	0.04%	0.04%	178	0	0.0%	Q4 2025	Feb 17, 2026
CAHABA WEALTH MANAGEMENT, INC.	History	Reduced	56,181	7,773	0.53%	0.58%	179	-2,711	-4.6%	Q1 2026	Apr 29, 2026
Rothschild Capital Partners, LLC	History	No change	51,937	7,186	1.76%	1.73%	180	0	0.0%	Q1 2026	May 15, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	No change	50,275	6,956	0.29%	0.3%	181	0	0.0%	Q1 2026	May 12, 2026
Sava Infond d.o.o.	History	Added to	50,150	6,939	0.98%	0.95%	182	+200	0.4%	Q1 2026	May 11, 2026
OneAscent Financial Services LLC	History	New	49,491	6,848	0.37%	—	183	+49,491	New	Q1 2026	Apr 21, 2026
SteelPeak Wealth, LLC	History	Added to	48,597	6,724	0.21%	0.13%	184	+20,619	73.7%	Q1 2026	May 05, 2026
Stratos Wealth Partners, LTD.	History	Added to	48,398	6,696	0.08%	0.07%	185	+4,251	9.63%	Q1 2026	Apr 28, 2026
Verum Partners LLC	History	Reduced	46,833	6,480	1.23%	1.34%	186	-295	-0.63%	Q1 2026	Apr 15, 2026
Wescott Financial Advisory Group, LLC	History	Added to	46,611	6,449	0.57%	0.57%	187	+164	0.35%	Q1 2026	May 12, 2026
LexAurum Advisors, LLC	History	New	46,401	6,420	0.83%	—	188	+46,401	New	Q1 2026	Apr 13, 2026
Creative Planning	History	Reduced	46,144	6,384	0.0%	0.0%	189	-2,260	-4.67%	Q1 2026	May 12, 2026
Ausdal Financial Partners, Inc.	History	Reduced	44,523	6,160	0.27%	0.3%	190	-856	-1.89%	Q1 2026	May 12, 2026
Frank, Rimerman Advisors LLC	History	No change	44,053	6,095	0.4%	0.4%	191	0	0.0%	Q1 2026	Apr 29, 2026
VPR Management LLC	History	No change	43,700	6,046	2.42%	2.75%	192	0	0.0%	Q1 2026	May 15, 2026
Steward Partners Investment Advisory, LLC	History	Added to	43,659	6,041	0.03%	0.03%	193	+7,325	20.16%	Q1 2026	May 08, 2026
Atria Investments, Inc	History	Reduced	42,628	5,898	0.07%	0.08%	194	-4,919	-10.35%	Q1 2026	May 05, 2026
Stonehage Fleming Financial Services Holdings Ltd	History	Added to	42,464	5,875	0.21%	0.05%	195	+30,489	254.61%	Q1 2026	May 13, 2026
Peak Financial Management, Inc.	History	Reduced	42,305	5,853	1.49%	1.57%	196	-764	-1.77%	Q1 2026	Apr 28, 2026
FFT WEALTH MANAGEMENT LLC	History	Added to	42,299	5,852	1.06%	0.93%	197	+7,873	22.87%	Q1 2026	May 14, 2026
Y.D. More Investments Ltd	History	Added to	42,739	5,841	0.23%	0.22%	198	+10,110	30.98%	Q1 2026	May 04, 2026
MayTech Global Investments, LLC	History	Added to	42,117	5,827	0.71%	0.49%	199	+8,024	23.54%	Q1 2026	May 14, 2026
Sand Hill Global Advisors, LLC	History	No change	42,046	5,817	0.2%	0.21%	200	0	0.0%	Q1 2026	May 14, 2026
VICTORY CAPITAL MANAGEMENT INC	History	Added to	41,870	5,793	0.0%	0.0%	201	+1,460	3.61%	Q1 2026	May 15, 2026
Zurich Insurance Group Ltd/FI	History	Reduced	41,674	5,766	0.05%	0.05%	202	-10,300	-19.82%	Q1 2026	May 15, 2026
Lee Financial Co	History	Reduced	40,862	5,654	0.8%	0.79%	203	-483	-1.17%	Q1 2026	Apr 13, 2026
RETIREMENT INCOME SOLUTIONS, INC	History	Reduced	40,588	5,616	0.96%	0.98%	204	-452	-1.1%	Q1 2026	May 04, 2026
Atwater Malick LLC	History	Added to	40,228	5,566	1.5%	1.53%	205	+932	2.37%	Q1 2026	Apr 22, 2026
Union Bancaire Privee, UBP SA	History	Added to	35,611	5,519	0.08%	0.05%	206	+8,138	29.62%	Q1 2026	Apr 22, 2026
EP Wealth Advisors, LLC	History	Reduced	39,633	5,483	0.03%	0.03%	207	-86	-0.22%	Q1 2026	May 14, 2026
Ballentine Partners, LLC	History	Reduced	39,425	5,455	0.08%	0.08%	208	-536	-1.34%	Q1 2026	May 14, 2026
PINNACLE ASSOCIATES LTD	History	Added to	39,160	5,418	0.07%	0.07%	209	+3,128	8.68%	Q1 2026	Apr 21, 2026
Vivaldi Capital Management LP	History	Added to	39,054	5,403	0.75%	0.72%	210	+1,557	4.15%	Q1 2026	May 14, 2026
Advisory Services Network, LLC	History	Added to	38,098	5,271	0.07%	0.08%	211	+271	0.72%	Q1 2026	May 15, 2026
Pinnacle Wealth Management Advisory Group, LLC	History	Added to	37,990	5,256	0.36%	0.34%	212	+3,128	8.97%	Q1 2026	Apr 21, 2026
Hirtle & Co., LLC	History	Added to	37,862	5,238	0.18%	0.08%	213	+21,042	125.1%	Q1 2026	May 13, 2026
Centerstone Investors, LLC	History	No change	36,984	5,232	16.45%	16.45%	214	0	0.0%	Q4 2025	Jan 30, 2026
Advisor OS, LLC	History	Added to	37,024	5,122	0.37%	0.41%	215	+663	1.82%	Q1 2026	May 07, 2026
Procyon Advisors, LLC	History	Reduced	36,886	5,103	0.25%	0.26%	216	-500	-1.34%	Q1 2026	May 04, 2026
SCS Capital Management LLC	History	Reduced	36,813	5,093	0.05%	0.06%	217	-1,936	-5.0%	Q1 2026	May 11, 2026
AlphaCore Capital LLC	History	Added to	36,273	5,019	0.12%	0.11%	218	+167	0.46%	Q1 2026	May 15, 2026
Keel Point, LLC	History	No change	35,047	4,958	0.3%	0.3%	219	0	0.0%	Q4 2025	Feb 12, 2026
Empowered Funds, LLC	History	New	35,588	4,924	0.03%	—	220	+35,588	New	Q1 2026	May 14, 2026
Diversified Trust Co	History	Reduced	35,412	4,899	0.09%	0.09%	221	-1	-0.0%	Q1 2026	Apr 16, 2026
Brown University	History	New	35,400	4,898	4.81%	—	222	+35,400	New	Q1 2026	Apr 30, 2026
HighPoint Advisor Group LLC	History	New	35,306	4,885	0.2%	—	223	+35,306	New	Q1 2026	May 14, 2026
Clarius Group, LLC	History	No change	34,459	4,875	0.28%	0.28%	224	0	0.0%	Q4 2025	Jan 14, 2026
SB Capital Management Inc	History	No change	34,439	4,872	1.79%	1.79%	225	0	0.0%	Q4 2025	Feb 20, 2026
JANE STREET GROUP, LLC	History	Reduced	34,900	4,829	0.0%	0.0%	226	-97,185	-73.58%	Q1 2026	May 12, 2026
Financial Council, LLC	History	Added to	34,747	4,807	1.85%	1.96%	227	+39	0.11%	Q1 2026	Apr 21, 2026
BARINGS LLC	History	Added to	34,394	4,759	0.08%	0.09%	228	+966	2.89%	Q1 2026	May 06, 2026
Harel Insurance Investments & Financial Services Ltd.	History	Added to	34,207	4,729	0.03%	0.03%	229	+12,100	54.73%	Q1 2026	May 05, 2026
Intergy Private Wealth, LLC	History	No change	32,909	4,553	1.34%	1.4%	230	0	0.0%	Q1 2026	Apr 16, 2026
MOODY NATIONAL BANK TRUST DIVISION	History	No change	32,728	4,528	0.43%	0.45%	231	0	0.0%	Q1 2026	Apr 09, 2026
PENNINGTON PARTNERS & CO., LLC	History	Reduced	32,723	4,527	1.55%	1.86%	232	-2	-0.01%	Q1 2026	May 14, 2026
Freestone Capital Holdings, LLC	History	Reduced	32,654	4,518	0.14%	0.16%	233	-5,776	-15.03%	Q1 2026	May 13, 2026
Migdal Insurance & Financial Holdings Ltd.	History	Added to	32,260	4,463	0.04%	0.01%	234	+24,383	309.55%	Q1 2026	May 14, 2026
Madrona Financial Services, LLC	History	Reduced	32,218	4,458	0.98%	0.98%	235	-84	-0.26%	Q1 2026	Apr 14, 2026
Callan Family Office, LLC	History	Reduced	32,196	4,454	0.1%	0.19%	236	-30,252	-48.44%	Q1 2026	May 13, 2026
Golden State Wealth Management, LLC	History	Added to	31,909	4,415	0.48%	0.43%	237	+3,441	12.09%	Q1 2026	Apr 28, 2026
Well Done, LLC	History	Reduced	31,723	4,389	0.64%	0.68%	238	-234	-0.73%	Q1 2026	Apr 14, 2026
Sageworth Trust Co of South Dakota	History	No change	31,062	4,298	3.4%	3.59%	239	0	0.0%	Q1 2026	Apr 29, 2026
BSW Wealth Partners	History	Reduced	30,996	4,288	0.52%	0.53%	240	-30	-0.1%	Q1 2026	Apr 14, 2026
BARCLAYS PLC	History	Reduced	30,889	4,274	0.0%	0.0%	241	-67	-0.22%	Q1 2026	May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC	History	Added to	30,795	4,261	0.0%	0.0%	242	+18,526	151.0%	Q1 2026	May 12, 2026
Beirne Wealth Consulting Services, LLC	History	Reduced	30,403	4,207	1.19%	1.37%	243	-3,111	-9.28%	Q1 2026	Apr 30, 2026
National Philanthropic Trust	History	No change	30,329	4,196	0.04%	0.04%	244	0	0.0%	Q1 2026	May 15, 2026
USAdvisors Wealth Management, LLC	History	Added to	31,243	4,192	1.39%	1.43%	245	+551	1.8%	Q1 2026	Apr 27, 2026
CALTON & ASSOCIATES, INC.	History	New	28,860	3,993	0.57%	—	246	+28,860	New	Q1 2026	May 13, 2026
Rathbones Group PLC	History	Added to	27,575	3,815	0.02%	0.02%	247	+210	0.77%	Q1 2026	May 12, 2026
FRANKLIN RESOURCES INC	History	Reduced	27,187	3,761	0.0%	0.0%	248	-10,207	-27.3%	Q1 2026	May 13, 2026
SNS Financial Group, LLC	History	Reduced	27,154	3,757	0.32%	0.33%	249	-150	-0.55%	Q1 2026	Apr 14, 2026
SHEPHERD KAPLAN KROCHUK, LLC	History	Reduced	27,121	3,752	3.15%	3.19%	250	-199	-0.73%	Q1 2026	May 15, 2026
RIK SAYLOR FINANCIAL, INC.	History	Reduced	27,077	3,746	2.85%	2.82%	251	-115	-0.42%	Q1 2026	May 08, 2026
INSIGNEO ADVISORY SERVICES, LLC	History	Added to	26,824	3,711	0.26%	0.26%	252	+1,157	4.51%	Q1 2026	May 12, 2026
SIGNATUREFD, LLC	History	Reduced	26,718	3,696	0.06%	0.06%	253	-334	-1.23%	Q1 2026	Apr 07, 2026
McKinley Carter Wealth Services, Inc.	History	Reduced	26,673	3,690	0.21%	0.22%	254	-627	-2.3%	Q1 2026	Apr 20, 2026
PAX Financial Group, LLC	History	Reduced	26,503	3,667	0.63%	0.74%	255	-3,697	-12.24%	Q1 2026	Apr 27, 2026
GQG Partners LLC	History	Reduced	26,342	3,645	0.01%	0.01%	256	-28,447	-51.92%	Q1 2026	May 12, 2026
MassMutual Private Wealth & Trust, FSB	History	Reduced	26,146	3,617	0.1%	0.1%	257	-58	-0.22%	Q1 2026	Apr 13, 2026
MainStreet Investment Advisors LLC	History	No change	26,114	3,613	0.54%	0.53%	258	0	0.0%	Q1 2026	May 11, 2026
QUADRANT CAPITAL GROUP LLC	History	Added to	25,458	3,522	0.11%	0.11%	259	+476	1.91%	Q1 2026	May 13, 2026
CKW FINANCIAL GROUP	History	Added to	25,083	3,503	0.38%	0.36%	260	+1,580	6.72%	Q1 2026	May 06, 2026
Wealthfront Advisers LLC	History	Added to	25,262	3,495	0.01%	0.01%	261	+7,713	43.95%	Q1 2026	May 05, 2026
WADDELL & ASSOCIATES, LLC	History	No change	25,247	3,493	0.2%	0.24%	262	0	0.0%	Q1 2026	May 11, 2026
CATALYST PRIVATE WEALTH, LLC	History	Reduced	25,043	3,465	1.88%	1.56%	263	-156	-0.62%	Q1 2026	Apr 13, 2026
Equitable Holdings, Inc.	History	Added to	23,804	3,368	0.02%	0.02%	264	+3,508	17.28%	Q1 2026	May 15, 2026
St. Louis Trust Co	History	No change	24,045	3,327	0.39%	0.39%	265	0	0.0%	Q1 2026	May 14, 2026
Sanctuary Advisors, LLC	History	Reduced	23,912	3,308	0.02%	0.02%	266	-164	-0.68%	Q1 2026	May 05, 2026
Arkos Global Advisors	History	Reduced	23,634	3,270	0.41%	0.43%	267	-70	-0.3%	Q1 2026	May 13, 2026
Beacon Pointe Advisors, LLC	History	Added to	23,479	3,248	0.02%	0.01%	268	+12,895	121.83%	Q1 2026	May 15, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	Added to	23,296	3,223	0.02%	0.02%	269	+194	0.84%	Q1 2026	May 12, 2026
PFW Advisors LLC	History	Reduced	22,968	3,178	1.0%	1.06%	270	-1,903	-7.65%	Q1 2026	Apr 10, 2026
Summit Financial, LLC	History	Added to	22,813	3,156	0.04%	0.05%	271	+1,130	5.21%	Q1 2026	May 15, 2026
RDA Financial Network	History	Added to	22,667	3,136	0.78%	0.76%	272	+371	1.66%	Q1 2026	Apr 08, 2026
Rothschild Wealth LLC	History	New	22,485	3,111	0.28%	—	273	+22,485	New	Q1 2026	May 06, 2026
Aries Wealth Management	History	Added to	22,077	3,054	0.67%	0.67%	274	+537	2.49%	Q1 2026	May 14, 2026
Baird Financial Group, Inc.	History	Reduced	22,032	3,048	0.0%	0.01%	275	-3,374	-13.28%	Q1 2026	May 14, 2026
Independent Wealth Network Inc.	History	Reduced	21,856	3,024	0.9%	1.93%	276	-22,739	-50.99%	Q1 2026	Apr 20, 2026
Klaas Financial Asset Advisors, LLC	History	Reduced	21,150	2,926	0.4%	0.45%	277	-594	-2.73%	Q1 2026	Apr 16, 2026
Selby Wealth Management, LLC	History	Reduced	20,489	2,835	1.12%	1.22%	278	-974	-4.54%	Q1 2026	Apr 08, 2026
BLAIR WILLIAM & CO/IL	History	Added to	20,125	2,784	0.01%	0.01%	279	+630	3.23%	Q1 2026	May 08, 2026
MAI Capital Management	History	Added to	19,966	2,762	0.02%	0.02%	280	+1,273	6.81%	Q1 2026	May 15, 2026
Wick Capital Partners, LLC	History	Reduced	19,565	2,707	0.49%	0.5%	281	-46	-0.23%	Q1 2026	May 15, 2026
Veltria Advisors Corp.	History	Added to	17,090	2,603	8.64%	10.41%	282	+613	3.72%	Q1 2026	May 14, 2026
Bleakley Financial Group, LLC	History	Added to	18,566	2,568	0.04%	0.04%	283	+358	1.97%	Q1 2026	May 04, 2026
Prospera Financial Services Inc	History	Added to	18,393	2,545	0.04%	0.01%	284	+15,427	520.13%	Q1 2026	Apr 14, 2026
Sellwood Investment Partners LLC	History	Reduced	18,226	2,521	0.99%	1.1%	285	-1,682	-8.45%	Q1 2026	Apr 23, 2026
LAZARD ASSET MANAGEMENT LLC	History	Reduced	17,949	2,483	0.0%	0.01%	286	-14,576	-44.81%	Q1 2026	May 15, 2026
WEST BANCORPORATION INC	History	Added to	17,881	2,474	1.23%	1.18%	287	+1,901	11.9%	Q1 2026	Apr 23, 2026
Avidian Wealth Enterprises, LLC	History	Added to	17,647	2,441	0.08%	0.09%	288	+11	0.06%	Q1 2026	May 07, 2026
Fund Evaluation Group, LLC	History	Reduced	17,387	2,405	0.07%	0.08%	289	-38	-0.22%	Q1 2026	May 08, 2026
OAK FAMILY ADVISORS, LLC	History	Reduced	17,285	2,391	0.67%	0.8%	290	-3,267	-15.9%	Q1 2026	Apr 20, 2026
ASPIRIANT, LLC	History	Added to	17,243	2,385	0.07%	0.07%	291	+402	2.39%	Q1 2026	May 12, 2026
Capital Group Private Client Services, Inc.	History	Added to	17,152	2,373	0.04%	0.03%	292	+2,779	19.33%	Q1 2026	May 13, 2026
Savant Capital, LLC	History	Reduced	16,875	2,335	0.01%	0.01%	293	-132	-0.78%	Q1 2026	May 04, 2026
SAPIENT CAPITAL LLC	History	Added to	16,704	2,311	0.03%	0.03%	294	+403	2.47%	Q1 2026	Apr 08, 2026
Moran Wealth Management, LLC	History	Reduced	16,283	2,253	0.07%	0.3%	295	-53,270	-76.59%	Q1 2026	Apr 27, 2026
Envestnet Portfolio Solutions, Inc.	History	Reduced	16,213	2,243	0.01%	0.01%	296	-2,440	-13.08%	Q1 2026	Apr 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	Added to	16,196	2,241	0.01%	0.01%	297	+2,870	21.54%	Q1 2026	May 13, 2026
Strategic Family Wealth Counselors, L.L.C.	History	Added to	16,103	2,228	0.59%	0.51%	298	+78	0.49%	Q1 2026	May 11, 2026
MML INVESTORS SERVICES, LLC	History	Added to	16,031	2,218	0.01%	0.0%	299	+4,124	34.64%	Q1 2026	May 04, 2026
Tidal Investments LLC	History	Added to	15,914	2,202	0.0%	0.0%	300	+5,942	59.59%	Q1 2026	May 15, 2026
Roth Financial Partners LLC	History	Reduced	15,535	2,149	0.73%	0.73%	301	-50	-0.32%	Q1 2026	Apr 21, 2026
Midwest Heritage Bank, FSB	History	No change	15,486	2,142	0.69%	0.76%	302	0	0.0%	Q1 2026	Apr 15, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC	History	Added to	15,421	2,133	0.03%	0.02%	303	+4,486	41.02%	Q1 2026	May 14, 2026
Evelyn Partners Asset Management Ltd	History	Added to	15,306	2,117	0.52%	0.51%	304	+49	0.32%	Q1 2026	May 15, 2026
Summit Trail Advisors, LLC	History	Added to	15,084	2,087	0.03%	0.03%	305	+970	6.87%	Q1 2026	May 12, 2026
FIRST CITIZENS BANK & TRUST CO	History	Added to	15,028	2,079	0.04%	0.04%	306	+408	2.79%	Q1 2026	May 13, 2026
Strategic Blueprint, LLC	History	Reduced	14,799	2,047	0.12%	0.13%	307	-764	-4.91%	Q1 2026	Apr 29, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC	History	Added to	14,751	2,041	0.73%	0.38%	308	+6,914	88.22%	Q1 2026	Apr 16, 2026
CHILTON INVESTMENT CO INC.	History	Added to	14,674	2,030	0.05%	0.03%	309	+3,450	30.74%	Q1 2026	May 15, 2026
Pictet North America Advisors SA	History	No change	14,605	2,020	0.2%	0.2%	310	0	0.0%	Q1 2026	Apr 14, 2026
EDMOND DE ROTHSCHILD HOLDING S.A.	History	Reduced	14,510	2,007	0.03%	0.03%	311	-150	-1.02%	Q1 2026	May 13, 2026
OLD NATIONAL BANCORP /IN/	History	Reduced	14,475	2,002	0.03%	0.5%	312	-196,697	-93.15%	Q1 2026	Apr 21, 2026
G&S Capital LLC	History	Added to	14,468	2,001	0.7%	0.69%	313	+749	5.46%	Q1 2026	Apr 07, 2026
OPPENHEIMER ASSET MANAGEMENT INC.	History	Reduced	14,359	1,986	0.02%	0.04%	314	-10,713	-42.73%	Q1 2026	Apr 23, 2026
Capital Research Global Investors	History	Added to	14,423	1,935	0.0%	0.0%	315	+64	0.45%	Q1 2026	May 13, 2026
Janney Montgomery Scott LLC	History	Reduced	13,904	1,924	0.0%	0.02%	316	-53,379	-79.34%	Q1 2026	Apr 22, 2026
Greystone Financial Group, LLC	History	Reduced	13,850	1,916	0.54%	0.43%	317	-5,452	-28.25%	Q1 2026	Apr 24, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	History	Reduced	13,802	1,909	1.69%	1.78%	318	-210	-1.5%	Q1 2026	May 15, 2026
Angeles Investment Advisors, LLC	History	Reduced	13,778	1,906	0.13%	0.13%	319	-330	-2.34%	Q1 2026	Apr 28, 2026
Chevy Chase Trust Holdings, LLC	History	No change	13,756	1,903	0.01%	0.01%	320	0	0.0%	Q1 2026	May 15, 2026
Arcus Capital Partners, LLC	History	Reduced	13,673	1,891	0.68%	1.03%	321	-6,543	-32.37%	Q1 2026	May 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	Added to	13,611	1,883	0.03%	0.03%	322	+457	3.47%	Q1 2026	May 04, 2026
Landing Point Financial Group, LLC	History	Added to	13,586	1,879	0.91%	0.92%	323	+606	4.67%	Q1 2026	May 05, 2026
Choate Investment Advisors	History	Added to	13,438	1,859	0.04%	0.04%	324	+731	5.75%	Q1 2026	May 13, 2026
CHOREO, LLC	History	Added to	13,432	1,858	0.02%	0.02%	325	+1,446	12.06%	Q1 2026	May 12, 2026
World Investment Advisors	History	Reduced	13,369	1,849	0.03%	0.03%	326	-723	-5.13%	Q1 2026	Apr 27, 2026
AMG National Trust Bank	History	Added to	13,322	1,843	0.04%	0.04%	327	+779	6.21%	Q1 2026	May 04, 2026
Sharkey, Howes & Javer	History	Reduced	13,151	1,819	0.25%	0.31%	328	-3,947	-23.08%	Q1 2026	Apr 08, 2026
Haverford Trust Co	History	No change	13,052	1,806	0.02%	0.02%	329	0	0.0%	Q1 2026	May 11, 2026
Empirical Finance, LLC	History	No change	13,031	1,803	0.08%	0.09%	330	0	0.0%	Q1 2026	May 14, 2026
Ameritas Advisory Services, LLC	History	Added to	13,023	1,802	0.07%	0.07%	331	+151	1.17%	Q1 2026	May 12, 2026
Laird Norton Wetherby Trust Company, LLC	History	Reduced	13,010	1,800	0.04%	0.04%	332	-618	-4.53%	Q1 2026	May 15, 2026
Austin Wealth Management, LLC	History	Reduced	12,745	1,786	0.41%	0.3%	333	-1,496	-10.5%	Q1 2026	Apr 14, 2026
SYM FINANCIAL Corp	History	Reduced	12,725	1,760	0.18%	0.19%	334	-24	-0.19%	Q1 2026	May 08, 2026
Pure Financial Advisors, LLC	History	Reduced	12,703	1,757	0.03%	0.03%	335	-69	-0.54%	Q1 2026	Apr 10, 2026
NewEdge Wealth, LLC	History	Reduced	12,558	1,737	0.02%	0.09%	336	-43,877	-77.75%	Q1 2026	May 13, 2026
WHI TRUST Co LLC	History	Added to	12,553	1,736	1.31%	1.32%	337	+458	3.79%	Q1 2026	Apr 24, 2026
Arlington Trust Co LLC	History	No change	12,500	1,729	0.15%	0.18%	338	0	0.0%	Q1 2026	Apr 08, 2026
Valeo Financial Advisors, LLC	History	Added to	12,489	1,728	0.04%	0.04%	339	+249	2.03%	Q1 2026	May 08, 2026
Astoria Strategic Wealth, Inc.	History	Reduced	12,425	1,719	0.44%	0.47%	340	-887	-6.66%	Q1 2026	Apr 17, 2026
LIFELONG WEALTH ADVISORS, INC.	History	No change	12,332	1,706	0.45%	0.46%	341	0	0.0%	Q1 2026	Apr 16, 2026
MASECO LLP	History	No change	12,310	1,704	0.05%	0.08%	342	0	0.0%	Q1 2026	Apr 21, 2026
Great Waters Wealth Management	History	Reduced	11,973	1,656	0.18%	0.19%	343	-125	-1.03%	Q1 2026	Apr 17, 2026
KCM INVESTMENT ADVISORS LLC	History	No change	11,895	1,645	0.05%	0.05%	344	0	0.0%	Q1 2026	May 15, 2026
CIBC Private Wealth Group LLC	History	No change	11,614	1,643	0.0%	0.0%	345	0	0.0%	Q4 2025	Feb 12, 2026
RWA WEALTH PARTNERS, LLC	History	Reduced	11,840	1,638	0.02%	0.02%	346	-726	-5.78%	Q1 2026	May 13, 2026
TFO Wealth Partners, LLC	History	No change	11,718	1,621	0.22%	0.25%	347	0	0.0%	Q1 2026	May 08, 2026
Prime Capital Investment Advisors, LLC	History	Added to	11,557	1,599	0.02%	0.02%	348	+248	2.19%	Q1 2026	May 08, 2026
Generali Investments CEE, investicni spolecnost, a.s.	History	Added to	11,545	1,597	0.08%	0.1%	349	+1,697	17.23%	Q1 2026	Apr 15, 2026
Activest Wealth Management	History	Reduced	11,514	1,593	0.28%	0.39%	350	-3,358	-22.58%	Q1 2026	Apr 15, 2026
Elmwood Wealth Management, Inc.	History	Added to	10,945	1,514	0.42%	0.42%	352	+1,639	17.61%	Q1 2026	Apr 09, 2026
Capital Investment Advisory Services, LLC	History	Reduced	10,944	1,514	0.11%	0.11%	351	-127	-1.15%	Q1 2026	May 05, 2026
Bucket List Wealth Management, LLC	History	Reduced	10,800	1,494	0.9%	1.35%	353	-5,204	-32.52%	Q1 2026	May 07, 2026
TUDOR INVESTMENT CORP ET AL	History	Added to	10,766	1,489	0.0%	0.0%	354	+7,998	288.95%	Q1 2026	May 15, 2026
FIRST NATIONAL TRUST CO	History	Added to	10,765	1,489	0.05%	0.05%	355	+240	2.28%	Q1 2026	May 07, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC	History	No change	10,649	1,473	0.46%	0.46%	356	0	0.0%	Q1 2026	Apr 20, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA	History	No change	10,556	1,460	0.06%	0.07%	357	0	0.0%	Q1 2026	May 11, 2026
Vann Equity Management LLC	History	New	10,527	1,456	1.04%	—	358	+10,527	New	Q1 2026	May 08, 2026
Merit Financial Group, LLC	History	Reduced	10,257	1,419	0.01%	0.01%	359	-480	-4.47%	Q1 2026	Apr 15, 2026
Integrity Wealth Partners, LLC	History	New	10,130	1,401	1.26%	—	360	+10,130	New	Q1 2026	Apr 27, 2026
Peregrine Asset Advisers, Inc.	History	Reduced	10,097	1,397	0.38%	0.41%	361	-83	-0.82%	Q1 2026	Apr 24, 2026
Global Retirement Partners, LLC	History	No change	9,807	1,387	0.02%	0.02%	362	0	0.0%	Q4 2025	Feb 06, 2026
McHugh Group, LLC	History	Added to	10,000	1,383	0.82%	0.47%	365	+4,200	72.41%	Q1 2026	Apr 17, 2026
JMG Financial Group, Ltd.	History	No change	10,000	1,383	0.04%	0.04%	363	0	0.0%	Q1 2026	May 07, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	History	No change	10,000	1,383	0.0%	0.0%	364	0	0.0%	Q1 2026	May 14, 2026
FIRST NATIONAL BANK OF OMAHA	History	Added to	10,300	1,382	0.04%	0.04%	366	+1,225	13.5%	Q1 2026	May 11, 2026
Mesirow Financial Investment Management, Inc.	History	Added to	9,993	1,382	0.02%	0.03%	367	+691	7.43%	Q1 2026	Apr 21, 2026
Composition Wealth, LLC	History	Added to	9,961	1,378	0.02%	0.01%	368	+3,416	52.19%	Q1 2026	Apr 08, 2026
Focus Partners Advisor Solutions, LLC	History	Added to	9,809	1,357	0.01%	0.02%	369	+347	3.67%	Q1 2026	May 13, 2026
GC Wealth Management RIA, LLC	History	Reduced	9,709	1,343	0.06%	0.06%	370	-2,227	-18.66%	Q1 2026	May 14, 2026
FIDUCIARY TRUST CO	History	Reduced	9,698	1,341	0.02%	0.02%	371	-188	-1.9%	Q1 2026	May 15, 2026
SCOTIA CAPITAL INC.	History	Reduced	9,523	1,317	0.01%	0.01%	372	-773	-7.51%	Q1 2026	May 13, 2026
Wellspring Financial Advisors, LLC	History	Added to	9,501	1,314	0.1%	0.11%	373	+9	0.09%	Q1 2026	May 15, 2026
London & Capital Asset Management Ltd	History	No change	9,477	1,312	0.01%	0.01%	374	0	0.0%	Q1 2026	May 15, 2026
Russell Investments Group, Ltd.	History	No change	9,463	1,309	0.0%	0.0%	375	0	0.0%	Q1 2026	May 08, 2026
Uniting Wealth Partners, LLC	History	Added to	9,453	1,308	0.28%	0.38%	376	+598	6.75%	Q1 2026	Apr 22, 2026
GenTrust, LLC	History	Added to	9,375	1,297	0.06%	0.05%	377	+1,878	25.05%	Q1 2026	Apr 27, 2026
Montecito Bank & Trust	History	Added to	9,305	1,287	0.21%	0.2%	378	+245	2.7%	Q1 2026	Apr 16, 2026
J. Derek Lewis & Associates Inc.	History	Added to	9,294	1,285	0.29%	0.25%	379	+1,863	25.07%	Q1 2026	May 21, 2026
Advisors Capital Management, LLC	History	Added to	9,189	1,271	0.01%	0.01%	380	+274	3.07%	Q1 2026	May 01, 2026
PFG Advisors	History	Reduced	9,143	1,265	0.06%	0.63%	381	-82,967	-90.07%	Q1 2026	May 05, 2026
FIRST TRUST ADVISORS LP	History	Reduced	9,012	1,246	0.0%	0.0%	382	-4,751	-34.52%	Q1 2026	May 13, 2026
Saxony Capital Management, LLC	History	Reduced	8,978	1,242	0.72%	0.78%	383	-23	-0.26%	Q1 2026	Apr 24, 2026
SIMON QUICK ADVISORS, LLC	History	No change	8,887	1,229	0.06%	0.05%	384	0	0.0%	Q1 2026	May 06, 2026
NavPoint Financial, Inc.	History	No change	8,793	1,216	0.49%	0.53%	385	0	0.0%	Q1 2026	Apr 24, 2026
Northside Capital Management, LLC	History	No change	8,775	1,214	0.11%	0.11%	386	0	0.0%	Q1 2026	Apr 10, 2026
Bank Julius Baer & Co. Ltd, Zurich	History	Added to	8,728	1,207	0.0%	0.0%	387	+7,472	594.9%	Q1 2026	May 05, 2026
Sigma Planning Corp	History	Reduced	8,706	1,204	0.03%	0.04%	388	-1,065	-10.9%	Q1 2026	May 04, 2026
Arax Advisory Partners	History	Added to	8,555	1,183	0.03%	0.01%	389	+5,271	160.51%	Q1 2026	May 13, 2026
Caprock Group, LLC	History	Reduced	8,392	1,161	0.03%	0.15%	390	-41,060	-83.03%	Q1 2026	May 11, 2026
Sierra Capital LLC	History	No change	8,305	1,149	0.13%	0.12%	391	0	0.0%	Q1 2026	May 15, 2026
BECKER CAPITAL MANAGEMENT INC	History	No change	8,300	1,148	0.03%	0.03%	392	0	0.0%	Q1 2026	May 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	Added to	8,287	1,146	0.02%	0.0%	393	+6,729	431.9%	Q1 2026	Apr 15, 2026
Sonoma Private Wealth LLC	History	No change	8,260	1,142	1.41%	1.41%	394	0	0.0%	Q1 2026	May 15, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	Reduced	8,250	1,141	0.02%	0.02%	395	-51	-0.61%	Q1 2026	May 01, 2026
Stonebrook Private Inc.	History	Reduced	8,231	1,138	0.24%	0.26%	396	-498	-5.71%	Q1 2026	May 11, 2026
REGIONS FINANCIAL CORP	History	Added to	8,031	1,111	0.01%	0.01%	397	+35	0.44%	Q1 2026	May 05, 2026
Ewing Morris & Co. Investment Partners Ltd.	History	No change	8,000	1,106	0.5%	0.5%	398	0	0.0%	Q1 2026	May 11, 2026
Patten Group, Inc.	History	Added to	7,948	1,099	0.19%	0.21%	399	+74	0.94%	Q1 2026	Apr 24, 2026
Sage Mountain Advisors LLC	History	Added to	7,820	1,082	0.08%	0.06%	400	+27	0.35%	Q1 2026	May 11, 2026
JONES FINANCIAL COMPANIES LLLP	History	Added to	8,031	1,080	0.0%	0.0%	401	+53	0.66%	Q1 2026	May 15, 2026
NTV ASSET MANAGEMENT LLC	History	Reduced	7,748	1,072	0.12%	0.12%	402	-1	-0.01%	Q1 2026	Apr 28, 2026
KBC Group NV	History	Added to	7,619	1,054	0.0%	0.0%	403	+1,010	15.28%	Q1 2026	May 07, 2026
Farther Finance Advisors, LLC	History	Added to	7,507	1,048	0.01%	0.01%	405	+2,562	51.81%	Q1 2026	Apr 07, 2026
SHEETS SMITH WEALTH MANAGEMENT	History	Added to	7,578	1,048	0.12%	0.12%	404	+122	1.64%	Q1 2026	Apr 16, 2026
YHB Investment Advisors, Inc.	History	Reduced	7,545	1,044	0.07%	0.09%	406	-1,600	-17.5%	Q1 2026	Apr 10, 2026
Apollon Wealth Management, LLC	History	Added to	7,476	1,034	0.02%	0.02%	407	+668	9.81%	Q1 2026	Apr 22, 2026
Vontobel Holding Ltd.	History	Reduced	7,439	1,029	0.0%	0.0%	408	-229	-2.99%	Q1 2026	May 08, 2026
Fifth Third Wealth Advisors LLC	History	No change	7,300	1,010	0.03%	0.04%	409	0	0.0%	Q1 2026	Apr 17, 2026
WHITTIER TRUST CO	History	No change	7,157	1,003	0.01%	0.01%	410	0	0.0%	Q1 2026	Apr 28, 2026
Winthrop Advisory Group LLC	History	Added to	7,244	1,002	0.08%	0.09%	411	+89	1.24%	Q1 2026	Apr 13, 2026
Columbus Macro, LLC	History	Reduced	7,225	999	0.11%	0.12%	412	-439	-5.73%	Q1 2026	Apr 21, 2026
Longview Financial Advisors LLC	History	Reduced	7,165	991	0.54%	0.56%	413	-61	-0.84%	Q1 2026	Apr 20, 2026
Modern Wealth Management, LLC	History	Reduced	7,042	983	0.02%	0.02%	414	-866	-10.95%	Q1 2026	May 14, 2026
FIDUCIENT ADVISORS LLC	History	Added to	7,069	978	0.13%	0.11%	415	+990	16.29%	Q1 2026	May 08, 2026
Logan Stone Capital, LLC	History	New	6,939	960	0.27%	—	416	+6,939	New	Q1 2026	May 15, 2026
&PARTNERS	History	Reduced	6,914	956	0.0%	0.01%	417	-101	-1.44%	Q1 2026	May 15, 2026
ST GERMAIN D J CO INC	History	No change	6,895	954	0.04%	0.04%	418	0	0.0%	Q1 2026	Apr 13, 2026
RFG Advisory, LLC	History	Reduced	6,868	950	0.02%	0.02%	419	-223	-3.14%	Q1 2026	Apr 17, 2026
Wealth Architects, LLC	History	No change	6,802	941	0.08%	0.09%	420	0	0.0%	Q1 2026	May 15, 2026
Financial Engines Advisors L.L.C.	History	Reduced	6,737	932	0.0%	0.0%	421	-3,352	-33.22%	Q1 2026	May 14, 2026
Sunflower Bank, N.A.	History	Reduced	6,731	931	0.24%	0.25%	422	-150	-2.18%	Q1 2026	Apr 10, 2026
LRI Investments, LLC	History	Added to	6,723	930	0.08%	0.06%	423	+1,188	21.46%	Q1 2026	Apr 30, 2026
Trek Financial, LLC	History	No change	6,715	929	0.05%	0.06%	424	0	0.0%	Q1 2026	May 13, 2026
COMMERCE BANK	History	Reduced	6,681	924	0.0%	0.01%	425	-2,245	-25.15%	Q1 2026	May 11, 2026
SILVER OAK SECURITIES, INCORPORATED	History	Added to	6,582	910	0.07%	0.05%	426	+1,085	19.74%	Q1 2026	Apr 20, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	Added to	6,565	908	0.37%	0.3%	427	+509	8.4%	Q1 2026	Apr 14, 2026
Abound Wealth Management	History	No change	6,490	898	0.2%	0.21%	428	0	0.0%	Q1 2026	Apr 10, 2026
Cassia Capital Partners, LLC	History	Added to	6,447	892	0.46%	0.38%	429	+1,477	29.72%	Q1 2026	Apr 24, 2026
BAILARD, INC.	History	No change	6,413	887	0.02%	0.02%	430	0	0.0%	Q1 2026	May 11, 2026
PETTYJOHN, WOOD & WHITE, INC	History	Added to	6,390	884	0.14%	0.13%	431	+750	13.3%	Q1 2026	May 15, 2026
SFMG, LLC	History	No change	6,362	880	0.06%	0.06%	432	0	0.0%	Q1 2026	May 12, 2026
EIGHT 31 FINANCIAL, LLC	History	Added to	6,353	879	0.53%	0.46%	433	+411	6.92%	Q1 2026	May 15, 2026
Apeiron RIA LLC	History	No change	6,330	875	0.2%	0.19%	434	0	0.0%	Q1 2026	Apr 27, 2026
Ballew Advisors, Inc	History	No change	6,016	872	0.49%	0.49%	435	0	0.0%	Q1 2026	Apr 10, 2026
Arkadios Wealth Advisors	History	No change	6,276	868	0.01%	0.02%	436	0	0.0%	Q1 2026	May 18, 2026
TRANSCEND CAPITAL ADVISORS, LLC	History	Reduced	6,233	862	0.07%	0.07%	437	-386	-5.83%	Q1 2026	May 13, 2026
Old Peak Finance LLC	History	No change	6,235	862	0.5%	0.54%	438	0	0.0%	Q1 2026	Apr 24, 2026
K.J. Harrison & Partners Inc	History	Added to	6,202	858	0.14%	0.1%	439	+1,023	19.75%	Q1 2026	Apr 28, 2026
Ifrah Financial Services, Inc.	History	Reduced	6,118	846	0.22%	0.23%	440	-218	-3.44%	Q1 2026	Apr 22, 2026
Strategic Financial Partners, Ltd.	History	No change	6,068	839	0.36%	0.37%	441	0	0.0%	Q1 2026	May 01, 2026
Chicago Partners Investment Group LLC	History	No change	5,585	838	0.02%	0.02%	442	0	0.0%	Q1 2026	May 04, 2026
US BANCORP \DE\	History	Reduced	5,985	828	0.0%	0.05%	443	-278,229	-97.89%	Q1 2026	May 14, 2026
Kestra Advisory Services, LLC	History	Added to	5,943	822	0.0%	0.0%	444	+723	13.85%	Q1 2026	Apr 30, 2026
Snowden Capital Advisors LLC	History	Added to	5,930	820	0.02%	0.02%	446	+11	0.19%	Q1 2026	May 14, 2026
WEXFORD CAPITAL LP	History	No change	5,931	820	0.12%	0.16%	445	0	0.0%	Q1 2026	May 15, 2026
PARSONS CAPITAL MANAGEMENT INC/RI	History	Added to	5,920	819	0.04%	0.05%	447	+75	1.28%	Q1 2026	Apr 15, 2026
Signet Private Wealth LLC	History	Reduced	5,800	802	0.77%	0.8%	448	-115	-1.94%	Q1 2026	Apr 29, 2026
Bellwether Advisors, LLC	History	Reduced	5,748	795	0.13%	0.13%	449	-110	-1.88%	Q1 2026	May 12, 2026
Investment Partners Asset Management, Inc.	History	Added to	5,643	780	0.48%	0.17%	450	+3,702	190.73%	Q1 2026	Apr 07, 2026
Dana Investment Advisors, Inc.	History	No change	5,552	768	0.02%	0.02%	451	0	0.0%	Q1 2026	May 14, 2026
Pinnacle Financial Partners, Inc.	History	Reduced	5,535	765	0.01%	0.01%	452	-146	-2.57%	Q1 2026	May 14, 2026
Vertrix Wealth Management, LLC	History	New	5,523	764	0.28%	—	453	+5,523	New	Q1 2026	Apr 24, 2026
RiverTree Advisors, LLC	History	Reduced	5,507	762	0.48%	0.53%	454	-332	-5.69%	Q1 2026	Apr 20, 2026
44 WEALTH MANAGEMENT LLC	History	Added to	5,505	761	0.27%	0.11%	455	+3,207	139.56%	Q1 2026	May 15, 2026
BITTERROOT CAPITAL ADVISORS LLC	History	No change	5,501	761	0.46%	0.53%	456	0	0.0%	Q1 2026	May 11, 2026
MANAGED ASSET PORTFOLIOS, LLC	History	Reduced	5,472	757	0.09%	0.33%	457	-14,102	-72.04%	Q1 2026	May 07, 2026
Hamilton Wealth, LLC	History	Added to	5,470	756	0.05%	0.07%	458	+2,883	111.44%	Q1 2026	May 18, 2026
Evolution Wealth Advisors, LLC	History	No change	5,457	755	0.08%	0.08%	459	0	0.0%	Q1 2026	May 08, 2026
ANCHOR CAPITAL ADVISORS LLC	History	Reduced	5,417	749	0.02%	0.02%	460	-17	-0.31%	Q1 2026	May 12, 2026
Aaron Wealth Advisors LLC	History	No change	5,366	742	0.04%	0.04%	461	0	0.0%	Q1 2026	Apr 21, 2026
Cedarwood Wealth LLC	History	Reduced	5,356	741	0.75%	0.87%	462	-2	-0.04%	Q1 2026	May 05, 2026
MATHER GROUP, LLC.	History	Reduced	5,319	735	0.01%	0.01%	463	-592	-10.02%	Q1 2026	Apr 13, 2026
Annandale Capital, LLC	History	Reduced	5,211	721	0.1%	0.09%	464	-1	-0.02%	Q1 2026	May 15, 2026
BOSTON FAMILY OFFICE LLC	History	Added to	5,175	716	0.05%	0.01%	465	+3,575	223.44%	Q1 2026	May 13, 2026
Capital Investment Advisors, LLC	History	No change	5,178	716	0.01%	0.01%	466	0	0.0%	Q1 2026	Apr 17, 2026
Joel Isaacson & Co., LLC	History	Reduced	5,138	710	0.02%	0.03%	467	-690	-11.84%	Q1 2026	Apr 22, 2026
HRT FINANCIAL LP	History	Reduced	5,127	709	0.0%	0.0%	468	-5,914	-53.56%	Q1 2026	May 14, 2026
Summit Wealth Partners, LLC	History	No change	5,113	707	0.11%	0.13%	469	0	0.0%	Q1 2026	Apr 17, 2026
Daybright Advisory Services, Inc.	History	Added to	5,056	699	0.19%	0.19%	470	+12	0.24%	Q1 2026	May 12, 2026
HUNTINGTON NATIONAL BANK	History	Reduced	5,007	692	0.0%	0.0%	471	-29	-0.58%	Q1 2026	May 15, 2026
OpenArc Corporate Advisory, LLC	History	Added to	4,983	689	0.01%	0.01%	472	+1,033	26.15%	Q1 2026	May 11, 2026
Integrated Wealth Concepts LLC	History	New	4,958	686	0.01%	—	474	+4,958	New	Q1 2026	May 15, 2026
GDS Wealth Management	History	Reduced	4,962	686	0.04%	0.04%	473	-9	-0.18%	Q1 2026	Apr 27, 2026
Alpha Cubed Investments, LLC	History	No change	4,807	680	0.02%	0.02%	475	0	0.0%	Q4 2025	Feb 03, 2026
HUDSON EDGE INVESTMENT PARTNERS INC.	History	New	4,910	679	0.1%	—	476	+4,910	New	Q1 2026	Apr 27, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC	History	No change	4,891	676	0.04%	0.03%	477	0	0.0%	Q1 2026	Apr 13, 2026
Ancora Advisors LLC	History	Reduced	4,845	670	0.01%	0.02%	478	-705	-12.7%	Q1 2026	May 15, 2026
Pine Valley Investments Ltd Liability Co	History	No change	4,675	661	0.03%	0.03%	479	0	0.0%	Q4 2025	Feb 13, 2026
Courage Miller Partners, LLC	History	No change	4,750	657	0.19%	0.2%	480	0	0.0%	Q1 2026	Apr 24, 2026
OLD MISSION CAPITAL LLC	History	Reduced	61,243	653	0.01%	0.06%	481	-45,452	-42.6%	Q1 2026	May 15, 2026
Forum Finance Group S.A.	History	New	5,827	652	0.35%	—	483	+5,827	New	Q1 2026	May 07, 2026
Analyst IMS Investment Management Services Ltd.	History	Reduced	4,711	652	0.02%	0.02%	482	-183	-3.74%	Q1 2026	Apr 23, 2026
Robertson Stephens Wealth Management, LLC	History	Added to	4,691	649	0.02%	0.01%	485	+735	18.58%	Q1 2026	Apr 28, 2026
Koshinski Asset Management, Inc.	History	Added to	4,692	649	0.04%	0.04%	484	+111	2.42%	Q1 2026	Apr 27, 2026
XPONANCE LLC	History	Added to	4,655	644	0.0%	0.0%	486	+2,662	133.57%	Q1 2026	May 13, 2026
Gutierrez Wealth Advisory, LLC	History	No change	4,650	643	0.4%	0.41%	487	0	0.0%	Q1 2026	Apr 21, 2026
Sowell Financial Services LLC	History	Reduced	4,638	641	0.02%	0.02%	488	-24	-0.51%	Q1 2026	Apr 20, 2026
Bank of Jackson Hole Trust	History	Reduced	4,624	639	0.31%	0.31%	489	-61	-1.3%	Q1 2026	May 12, 2026
HBK Sorce Advisory LLC	History	Added to	4,107	638	0.01%	0.01%	490	+653	18.91%	Q1 2026	May 11, 2026
Provenance Wealth Advisors, LLC	History	No change	4,614	638	0.07%	0.07%	491	0	0.0%	Q1 2026	Apr 20, 2026
Asempa Wealth Advisors	History	Reduced	4,557	636	0.55%	0.64%	493	-702	-13.35%	Q1 2026	Apr 08, 2026
Shum Financial Group, Inc.	History	Added to	4,602	636	0.45%	0.44%	492	+260	5.99%	Q1 2026	Apr 22, 2026
Accurate Wealth Management, LLC	History	Added to	4,358	632	0.08%	0.08%	495	+45	1.04%	Q1 2026	Apr 22, 2026
New Capital Management LP	History	No change	4,575	632	0.16%	0.16%	494	0	0.0%	Q1 2026	Apr 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	History	Reduced	4,545	628	0.03%	0.04%	496	-170	-3.61%	Q1 2026	Apr 15, 2026
CERTUITY, LLC	History	No change	4,514	624	0.04%	0.04%	497	0	0.0%	Q1 2026	May 11, 2026
RTD Financial Advisors, Inc.	History	New	4,500	622	0.08%	—	498	+4,500	New	Q1 2026	Apr 10, 2026
Belpointe Asset Management LLC	History	Added to	4,469	618	0.02%	0.02%	499	+19	0.43%	Q1 2026	Apr 28, 2026
ROVIN CAPITAL /UT/ /ADV	History	No change	4,322	612	0.16%	0.16%	500	0	0.0%	Q4 2025	Feb 09, 2026
Syntegra Private Wealth Group, LLC	History	No change	4,384	606	0.06%	0.06%	501	0	0.0%	Q1 2026	Apr 27, 2026
71 West Capital Partners	History	No change	4,337	600	0.03%	0.03%	502	0	0.0%	Q1 2026	May 06, 2026
Americana Partners, LLC	History	Reduced	4,323	598	0.02%	0.02%	503	-58	-1.32%	Q1 2026	May 12, 2026
Modus Advisors, LLC	History	No change	4,314	596	0.16%	0.16%	504	0	0.0%	Q1 2026	May 04, 2026
CLIENT 1ST ADVISORY GROUP, LLC	History	Reduced	4,264	590	0.18%	0.2%	505	-341	-7.4%	Q1 2026	Apr 15, 2026
REGATTA CAPITAL GROUP, LLC	History	Added to	4,239	586	0.09%	0.09%	506	+10	0.24%	Q1 2026	Apr 15, 2026
Curi Capital, LLC	History	New	4,210	582	0.01%	—	508	+4,210	New	Q1 2026	May 15, 2026
Brightwater Advisory LLC	History	No change	4,208	582	0.38%	0.4%	507	0	0.0%	Q1 2026	Apr 30, 2026
LVW Advisors, LLC	History	Added to	4,201	581	0.06%	0.05%	510	+1,022	32.15%	Q1 2026	Apr 20, 2026
STOCK YARDS BANK & TRUST CO	History	No change	4,200	581	0.02%	0.02%	509	0	0.0%	Q1 2026	Apr 24, 2026
Magnus Financial Group LLC	History	Added to	4,180	578	0.05%	0.04%	511	+99	2.43%	Q1 2026	Apr 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	Added to	4,132	571	0.01%	0.01%	512	+303	7.91%	Q1 2026	May 08, 2026
Fairway Wealth LLC	History	No change	4,128	571	0.15%	0.16%	513	0	0.0%	Q1 2026	Apr 23, 2026
Leo Wealth, LLC	History	Added to	4,089	565	0.04%	0.04%	516	+247	6.43%	Q1 2026	May 05, 2026
NAPLES GLOBAL ADVISORS, LLC	History	Reduced	4,090	565	0.04%	0.04%	514	-35	-0.85%	Q1 2026	Apr 20, 2026
Archford Capital Strategies, LLC	History	No change	4,084	565	0.06%	0.07%	515	0	0.0%	Q1 2026	Apr 15, 2026
Wealthspire Advisors, LLC	History	Added to	4,014	555	0.0%	0.0%	517	+1,352	50.79%	Q1 2026	May 01, 2026
Rather & Kittrell, Inc.	History	Reduced	3,991	552	0.09%	0.09%	518	-70	-1.72%	Q1 2026	May 12, 2026
Quotient Wealth Partners, LLC	History	Reduced	3,974	549	0.01%	0.02%	519	-66	-1.63%	Q1 2026	Apr 16, 2026
Mutual Advisors, LLC	History	Added to	3,904	540	0.01%	0.01%	520	+12	0.31%	Q1 2026	May 01, 2026
CAPE ANN SAVINGS BANK	History	No change	3,863	534	0.27%	0.28%	521	0	0.0%	Q1 2026	Apr 27, 2026
CREDIT AGRICOLE S A	History	Added to	3,837	530	0.0%	0.0%	522	+390	11.31%	Q1 2026	May 15, 2026
Clearview Wealth Advisors LLC	History	No change	3,742	529	0.34%	0.34%	523	0	0.0%	Q4 2025	Feb 17, 2026
HANCOCK WHITNEY CORP	History	Reduced	3,481	527	0.01%	0.01%	524	-5	-0.14%	Q1 2026	May 15, 2026
OPPENHEIMER & CO INC	History	Added to	3,799	525	0.01%	0.01%	525	+369	10.76%	Q1 2026	Apr 23, 2026
ONE Advisory Partners, LLC	History	No change	3,763	520	0.16%	0.16%	526	0	0.0%	Q1 2026	Apr 13, 2026
Henrickson Nauta Wealth Advisors, Inc.	History	Reduced	3,748	518	0.15%	0.16%	528	-3,748	-50.0%	Q1 2026	Apr 16, 2026
STEPHENS INC /AR/	History	No change	3,744	518	0.01%	0.01%	527	0	0.0%	Q1 2026	Apr 28, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	History	New	3,735	516	0.01%	—	529	+3,735	New	Q1 2026	May 01, 2026
ALEXANDER LABRUNERIE & CO., INC.	History	New	3,665	507	0.19%	—	530	+3,665	New	Q1 2026	May 18, 2026
Johnson Financial Group, LLC	History	No change	3,653	505	0.03%	0.03%	531	0	0.0%	Q1 2026	May 14, 2026
Total Clarity Wealth Management, Inc.	History	No change	3,650	505	0.12%	0.12%	532	0	0.0%	Q1 2026	Apr 17, 2026
Orin Green Financial, LLC	History	Added to	3,645	504	0.21%	0.16%	533	+771	26.83%	Q1 2026	Apr 29, 2026
ALTFEST L J & CO INC	History	No change	3,618	500	0.05%	0.06%	534	0	0.0%	Q1 2026	Apr 28, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	New	3,611	499	0.0%	—	535	+3,611	New	Q1 2026	May 12, 2026
Redwood Investment Management, LLC	History	Reduced	3,600	498	0.06%	0.06%	536	-200	-5.26%	Q1 2026	May 14, 2026
Aureus Asset Management, LLC	History	New	3,585	496	0.03%	—	537	+3,585	New	Q1 2026	May 13, 2026
Wilmington Savings Fund Society, FSB	History	No change	3,550	491	0.01%	0.01%	538	0	0.0%	Q1 2026	Apr 30, 2026
Genesis Wealth Advisors, LLC	History	No change	3,555	491	0.33%	0.34%	539	0	0.0%	Q1 2026	May 04, 2026
Edgestream Partners, L.P.	History	Reduced	3,548	490	0.02%	0.03%	540	-4,842	-57.71%	Q1 2026	May 18, 2026
UMB Bank, n.a.	History	No change	3,518	486	0.01%	0.01%	541	0	0.0%	Q1 2026	May 11, 2026
Balentine LLC	History	No change	3,497	483	0.02%	0.02%	542	0	0.0%	Q1 2026	Apr 24, 2026
Aptus Capital Advisors, LLC	History	Added to	3,489	482	0.0%	0.0%	543	+80	2.35%	Q1 2026	May 11, 2026
AA Financial Advisors, LLC	History	Reduced	3,434	475	0.07%	0.09%	544	-22	-0.64%	Q1 2026	Apr 20, 2026
Allworth Financial LP	History	Reduced	3,352	463	0.0%	0.0%	545	-80	-2.33%	Q1 2026	May 14, 2026
IFP Advisors, Inc	History	Reduced	3,297	456	0.01%	0.01%	546	-423	-11.37%	Q1 2026	Apr 13, 2026
High Probability Advisors, LLC	History	No change	3,253	450	0.06%	0.06%	547	0	0.0%	Q1 2026	Apr 10, 2026
GM Advisory Group, LLC	History	No change	3,235	447	0.02%	0.02%	548	0	0.0%	Q1 2026	Apr 28, 2026
FSM Wealth Advisors, LLC	History	No change	3,234	447	0.06%	0.06%	549	0	0.0%	Q1 2026	Apr 27, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	History	Reduced	3,207	443	0.0%	0.0%	550	-800	-19.97%	Q1 2026	May 07, 2026
TKG Advisors, LLC	History	Added to	3,199	442	0.18%	0.18%	551	+2	0.06%	Q1 2026	Apr 24, 2026
Modera Wealth Management, LLC	History	Reduced	3,189	441	0.01%	0.01%	552	-42	-1.3%	Q1 2026	May 06, 2026
Midwestern Financial, LLC /IA	History	Reduced	3,186	440	0.35%	0.38%	553	-89	-2.72%	Q1 2026	May 05, 2026
American Trust	History	Reduced	3,134	433	0.04%	0.05%	554	-888	-22.08%	Q1 2026	May 01, 2026
Atlas Legacy Advisors, LLC	History	Added to	3,117	431	0.08%	0.06%	555	+705	29.23%	Q1 2026	May 11, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	3,096	428	0.01%	0.01%	556	0	0.0%	Q1 2026	Apr 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	Reduced	3,089	427	0.01%	0.01%	557	-105	-3.29%	Q1 2026	May 05, 2026
FIRST HAWAIIAN BANK	History	No change	3,083	426	0.06%	0.06%	558	0	0.0%	Q1 2026	Apr 13, 2026
Bridgewater Advisors Inc.	History	Added to	2,707	421	0.03%	0.02%	559	+186	7.38%	Q1 2026	May 14, 2026
WEDBUSH SECURITIES INC	History	Reduced	3,023	418	0.01%	0.01%	560	-163	-5.12%	Q1 2026	Apr 21, 2026
Cordgrass Capital Advisors, LLC	History	No change	3,000	415	0.1%	0.1%	561	0	0.0%	Q1 2026	May 07, 2026
Ruggaard & Associates LLC	History	No change	2,903	410	0.16%	0.16%	562	0	0.0%	Q4 2025	Feb 20, 2026
New Republic Capital, LLC	History	Reduced	2,948	407	0.14%	0.11%	564	-31	-1.04%	Q1 2026	May 01, 2026
Allen Capital Group, LLC	History	No change	2,882	407	0.04%	0.04%	563	0	0.0%	Q4 2025	Feb 09, 2026
Sequent Asset Management, LLC	History	No change	2,852	404	0.18%	0.18%	565	0	0.0%	Q4 2025	Feb 10, 2026
Rossmore Private Capital	History	No change	2,900	401	0.04%	0.04%	566	0	0.0%	Q1 2026	May 01, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	No change	2,887	399	0.0%	0.0%	567	0	0.0%	Q1 2026	Apr 24, 2026
OneDigital Investment Advisors LLC	History	New	2,879	398	0.0%	—	568	+2,879	New	Q1 2026	May 08, 2026
First Citizens Asset Management, Inc.	History	Reduced	2,863	396	0.14%	0.17%	569	-498	-14.82%	Q1 2026	Apr 17, 2026
M&T BANK CORP	History	Reduced	2,846	393	0.0%	0.0%	570	-50	-1.73%	Q1 2026	May 12, 2026
Hoxton Planning & Management, LLC	History	Reduced	2,836	392	0.12%	0.12%	571	-1	-0.04%	Q1 2026	Apr 20, 2026
BEARING POINT CAPITAL, LLC	History	Reduced	2,826	391	0.06%	0.07%	572	-306	-9.77%	Q1 2026	May 07, 2026
Brand Asset Management Group, Inc.	History	No change	2,783	385	0.1%	0.11%	573	0	0.0%	Q1 2026	May 11, 2026
LWM ADVISORS INC	History	No change	2,753	380	0.33%	0.34%	574	0	0.0%	Q1 2026	Apr 10, 2026
CIDEL ASSET MANAGEMENT INC	History	Reduced	2,745	379	0.02%	0.07%	575	-4,460	-61.9%	Q1 2026	Apr 17, 2026
Magnolia Private Wealth, LLC	History	Added to	2,731	377	0.25%	0.27%	577	+12	0.44%	Q1 2026	Apr 21, 2026
Portland Global Advisors LLC	History	No change	2,726	377	0.04%	0.04%	576	0	0.0%	Q1 2026	May 11, 2026
Garde Capital, Inc.	History	No change	2,717	375	0.02%	0.02%	578	0	0.0%	Q1 2026	Apr 28, 2026
Great Point Wealth Advisors, LLC	History	Reduced	2,704	374	0.07%	0.14%	579	-2,723	-50.18%	Q1 2026	Apr 27, 2026
Trivium Point Advisory, LLC	History	No change	2,703	374	0.07%	0.04%	580	0	0.0%	Q1 2026	Apr 21, 2026
GATEWAY INVESTMENT ADVISERS LLC	History	No change	2,697	373	0.0%	0.0%	581	0	0.0%	Q1 2026	Apr 13, 2026
Stonebridge Capital Advisors LLC	History	No change	2,694	372	0.03%	0.03%	582	0	0.0%	Q1 2026	May 14, 2026
FULTON BANK, N.A.	History	No change	2,686	371	0.01%	0.01%	583	0	0.0%	Q1 2026	Apr 24, 2026
SmartHarvest Portfolios, LLC	History	No change	2,670	369	0.15%	0.13%	584	0	0.0%	Q1 2026	Apr 20, 2026
Balboa Wealth Partners	History	Reduced	2,553	353	0.06%	0.06%	585	-42	-1.62%	Q1 2026	Apr 16, 2026
Perigon Wealth Management, LLC	History	Reduced	2,529	349	0.01%	0.01%	586	-1,161	-31.46%	Q1 2026	Apr 10, 2026
BRIDGES INVESTMENT MANAGEMENT INC	History	New	2,514	347	0.0%	—	587	+2,514	New	Q1 2026	May 04, 2026
Seven Post Investment Office LP	History	Added to	2,494	345	0.11%	0.13%	588	+6	0.24%	Q1 2026	May 13, 2026
Essex Bank	History	No change	2,473	342	0.08%	0.08%	589	0	0.0%	Q1 2026	Apr 17, 2026
Stonebridge Financial Group, LLC	History	Reduced	2,436	337	0.03%	0.04%	590	-844	-25.73%	Q1 2026	Apr 08, 2026
Provident Wealth Management, LLC	History	No change	2,417	334	0.1%	0.1%	591	0	0.0%	Q1 2026	Apr 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	Added to	2,409	333	0.01%	0.01%	592	+47	1.99%	Q1 2026	May 14, 2026
Gladstone Institutional Advisory LLC	History	Reduced	2,398	331	0.01%	0.01%	593	-171	-6.66%	Q1 2026	May 14, 2026
LEE DANNER & BASS INC	History	No change	2,372	328	0.02%	0.02%	594	0	0.0%	Q1 2026	Apr 28, 2026
Highlander Partners, L.P.	History	No change	2,360	326	0.13%	0.12%	595	0	0.0%	Q1 2026	Apr 14, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	2,349	325	0.0%	0.0%	596	0	0.0%	Q1 2026	May 14, 2026
Claro Advisors Inc.	History	New	2,346	324	0.04%	—	597	+2,346	New	Q1 2026	Apr 21, 2026
Summit Financial Strategies, Inc.	History	Reduced	2,328	322	0.03%	0.03%	598	-23	-0.98%	Q1 2026	May 01, 2026
Capasso Planning Partners LLC	History	No change	2,283	322	0.18%	0.18%	599	0	0.0%	Q4 2025	Feb 17, 2026
Brooklyn Investment Group	History	New	2,316	320	0.01%	—	600	+2,316	New	Q1 2026	Apr 29, 2026
Ironwood Wealth Management, LLC.	History	Added to	2,293	317	0.09%	0.09%	601	+13	0.57%	Q1 2026	Apr 23, 2026
Regal Investment Advisors LLC	History	Reduced	2,284	316	0.02%	0.02%	603	-556	-19.58%	Q1 2026	May 14, 2026
MENORA MIVTACHIM HOLDINGS LTD.	History	No change	2,290	316	0.0%	0.0%	602	0	0.0%	Q1 2026	May 14, 2026
Essex Financial Services, Inc.	History	No change	2,281	315	0.02%	0.02%	604	0	0.0%	Q1 2026	Apr 24, 2026
Headlands Technologies LLC	History	Reduced	2,272	314	0.04%	0.67%	605	-54,582	-96.0%	Q1 2026	May 13, 2026
Baker Avenue Asset Management, LP	History	No change	2,257	312	0.01%	0.01%	606	0	0.0%	Q1 2026	May 12, 2026
McNamara Financial Services, Inc.	History	Added to	2,243	310	0.06%	0.06%	607	+11	0.49%	Q1 2026	Apr 09, 2026
FAS Wealth Partners, Inc.	History	No change	2,184	309	0.02%	0.02%	608	0	0.0%	Q4 2025	Feb 18, 2026
Chesley Taft & Associates LLC	History	No change	2,220	307	0.01%	0.01%	609	0	0.0%	Q1 2026	Apr 13, 2026
BlackDiamond Wealth Management, LLC	History	Added to	2,216	306	0.15%	0.13%	610	+422	23.52%	Q1 2026	May 12, 2026
Bulltick Wealth Management, LLC	History	Added to	2,218	306	0.07%	0.06%	611	+110	5.22%	Q1 2026	Apr 27, 2026
Weil Company, Inc.	History	Reduced	2,192	303	0.07%	0.07%	612	-70	-3.09%	Q1 2026	Apr 15, 2026
Wedmont Private Capital	History	Reduced	2,087	301	0.01%	0.01%	614	-76	-3.51%	Q1 2026	Apr 09, 2026
MARYLAND CAPITAL ADVISORS INC.	History	No change	2,130	301	0.1%	0.1%	613	0	0.0%	Q4 2025	Jan 20, 2026
Warburton Capital Management, LLC	History	Reduced	2,074	300	0.15%	0.19%	616	-346	-14.3%	Q1 2026	May 01, 2026
Port Capital LLC	History	Added to	2,175	300	0.01%	0.01%	615	+175	8.75%	Q1 2026	May 15, 2026
GREENUP STREET WEALTH MANAGEMENT LLC	History	No change	2,160	298	0.04%	0.04%	617	0	0.0%	Q1 2026	Apr 20, 2026
NOTTINGHAM ADVISORS, INC.	History	No change	2,149	297	0.04%	0.04%	618	0	0.0%	Q1 2026	Apr 17, 2026
JOHNSON INVESTMENT COUNSEL INC	History	Reduced	2,142	296	0.0%	0.0%	619	-25	-1.15%	Q1 2026	May 01, 2026
Fort Point Capital Partners LLC	History	No change	2,146	296	0.04%	0.03%	620	0	0.0%	Q1 2026	May 14, 2026
Frederick Financial Consultants, LLC	History	Added to	2,133	295	0.15%	0.16%	621	+47	2.25%	Q1 2026	May 14, 2026
Evernest Financial Advisors, LLC	History	No change	1,948	293	0.06%	0.06%	622	0	0.0%	Q1 2026	May 04, 2026
Crewe Advisors LLC	History	No change	2,111	292	0.02%	0.03%	623	0	0.0%	Q1 2026	May 07, 2026
Traveka Wealth, LLC	History	No change	2,096	290	0.11%	0.12%	624	0	0.0%	Q1 2026	Apr 22, 2026
BCI SECURITIES, INC.	History	Reduced	2,082	288	2.84%	4.92%	625	-1,950	-48.36%	Q1 2026	May 08, 2026
Windsor Advisory Group, LLC	History	No change	2,085	288	0.24%	0.26%	626	0	0.0%	Q1 2026	May 15, 2026
Inscription Capital, LLC	History	No change	2,082	288	0.03%	0.03%	627	0	0.0%	Q1 2026	Apr 20, 2026
Alhambra Investment Management LLC	History	No change	2,087	288	0.13%	0.14%	628	0	0.0%	Q1 2026	Apr 15, 2026
Ashton Thomas Private Wealth, LLC	History	No change	2,082	288	0.01%	0.01%	629	0	0.0%	Q1 2026	May 11, 2026
CURA WEALTH ADVISORS, LLC	History	Reduced	2,065	285	0.13%	0.11%	630	-30	-1.43%	Q1 2026	May 08, 2026
Blue Chip Partners, LLC	History	Added to	2,050	283	0.02%	0.02%	631	+10	0.49%	Q1 2026	May 15, 2026
Global Assets Advisory, LLC	History	No change	2,034	281	0.08%	0.08%	632	0	0.0%	Q1 2026	May 01, 2026
LAKE STREET PRIVATE WEALTH, LLC	History	New	2,010	278	0.04%	—	634	+2,010	New	Q1 2026	Apr 13, 2026
Rehmann Capital Advisory Group	History	No change	2,013	278	0.01%	0.01%	633	0	0.0%	Q1 2026	May 15, 2026
ELEVATUS WELATH MANAGEMENT	History	No change	2,006	277	0.15%	0.08%	635	0	0.0%	Q1 2026	Apr 15, 2026
Gruss & Co., LLC	History	No change	2,000	276	0.64%	0.62%	636	0	0.0%	Q1 2026	May 05, 2026
Community Bank, N.A.	History	No change	2,000	276	0.03%	0.03%	637	0	0.0%	Q1 2026	May 12, 2026
Kestra Investment Management, LLC	History	No change	1,997	276	0.0%	0.01%	638	0	0.0%	Q1 2026	May 11, 2026
DAYMARK WEALTH PARTNERS, LLC	History	No change	1,985	274	0.01%	0.01%	639	0	0.0%	Q1 2026	May 11, 2026
DEFINED WEALTH MANAGEMENT, LLC	History	New	1,959	271	0.16%	—	640	+1,959	New	Q1 2026	Apr 17, 2026
Meridian Financial Partners LLC	History	Added to	1,913	268	0.1%	0.08%	641	+495	34.91%	Q1 2026	Apr 15, 2026
AE Wealth Management LLC	History	Added to	1,931	267	0.0%	0.0%	642	+824	74.44%	Q1 2026	May 13, 2026
MAIMON WEALTH MANAGEMENT LTD.	History	Added to	1,990	267	0.23%	0.21%	643	+400	25.16%	Q1 2026	May 07, 2026
Eagle Strategies LLC	History	Reduced	1,883	260	0.03%	0.04%	644	-167	-8.15%	Q1 2026	Apr 20, 2026
Bison Wealth, LLC	History	No change	1,662	259	0.02%	0.03%	645	0	0.0%	Q1 2026	May 15, 2026
Symmetry Partners, LLC	History	No change	1,854	256	0.01%	0.02%	646	0	0.0%	Q1 2026	Apr 27, 2026
GR FINANCIAL GROUP, LLC	History	No change	1,837	254	0.08%	0.06%	647	0	0.0%	Q1 2026	May 11, 2026
EMORY UNIVERSITY	History	No change	1,817	251	0.09%	0.16%	648	0	0.0%	Q1 2026	May 14, 2026
Veridan Wealth LLC	History	No change	1,819	251	0.09%	0.09%	649	0	0.0%	Q1 2026	May 15, 2026
MV CAPITAL MANAGEMENT, INC.	History	No change	1,797	248	0.02%	0.02%	650	0	0.0%	Q1 2026	Apr 30, 2026
Fortis Capital Management LLC	History	No change	1,794	248	0.03%	0.03%	651	0	0.0%	Q1 2026	May 11, 2026
GEN Financial Management, INC.	History	No change	1,788	247	0.15%	0.16%	652	0	0.0%	Q1 2026	Apr 16, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	History	No change	1,775	245	0.01%	0.02%	653	0	0.0%	Q1 2026	Apr 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	Added to	1,759	243	0.0%	0.0%	654	+1,078	158.3%	Q1 2026	May 13, 2026
Schrum Private Wealth Management LLC	History	No change	1,761	243	0.19%	0.18%	655	0	0.0%	Q1 2026	May 08, 2026
Palisade Asset Management, LLC	History	Reduced	1,742	241	0.02%	0.02%	656	-7	-0.4%	Q1 2026	Apr 14, 2026
Private Advisory Group LLC	History	No change	1,747	241	0.02%	0.02%	657	0	0.0%	Q1 2026	May 08, 2026
GSG Advisors LLC	History	No change	1,745	241	0.06%	0.06%	658	0	0.0%	Q1 2026	May 13, 2026
Battery Global Advisors, LLC	History	Reduced	1,740	240	0.13%	4.09%	659	-106,912	-98.4%	Q1 2026	May 14, 2026
Saranac Partners Ltd	History	Reduced	2,500	240	0.1%	0.8%	661	-12,000	-82.76%	Q1 2026	May 15, 2026
Curated Wealth Partners LLC	History	New	1,737	240	0.03%	—	662	+1,737	New	Q1 2026	Apr 09, 2026
Rodgers & Associates, LTD	History	No change	1,739	240	0.02%	0.02%	660	0	0.0%	Q1 2026	May 04, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	History	Added to	1,726	238	0.05%	0.05%	663	+10	0.58%	Q1 2026	May 08, 2026
SSA SWISS ADVISORS AG	History	No change	1,683	238	0.11%	0.11%	664	0	0.0%	Q4 2025	Feb 26, 2026
Oldfather Financial Services, LLC	History	No change	1,678	237	0.07%	0.07%	665	0	0.0%	Q4 2025	Jan 16, 2026
WESBANCO BANK INC	History	Added to	1,703	235	0.01%	0.01%	666	+3	0.18%	Q1 2026	Apr 21, 2026
Allie Family Office LLC	History	No change	1,699	235	0.1%	0.11%	667	0	0.0%	Q1 2026	May 13, 2026
Advance Capital Management, Inc.	History	Added to	1,695	234	0.01%	0.01%	668	+139	8.93%	Q1 2026	Apr 29, 2026
OFS Enterprise LLC	History	New	1,678	232	0.07%	—	671	+1,678	New	Q1 2026	Apr 09, 2026
Concurrent Investment Advisors, LLC	History	Reduced	1,683	232	0.0%	0.0%	669	-167	-9.03%	Q1 2026	Apr 20, 2026
NDVR, Inc.	History	No change	1,645	232	0.19%	0.19%	670	0	0.0%	Q4 2025	Feb 12, 2026
LANDAAS & CO /WI /ADV	History	Added to	1,674	231	0.05%	0.04%	672	+255	17.97%	Q1 2026	Apr 30, 2026
Thrive Capital Management, LLC	History	Reduced	1,664	230	0.05%	0.06%	674	-370	-18.19%	Q1 2026	Apr 27, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD	History	No change	1,665	230	0.16%	0.18%	673	0	0.0%	Q1 2026	May 04, 2026
Coastal Bridge Advisors, LLC	History	No change	1,656	229	0.02%	0.02%	675	0	0.0%	Q1 2026	May 14, 2026
DORVAL Corp	History	Reduced	1,650	228	0.07%	0.07%	676	-1	-0.06%	Q1 2026	Apr 22, 2026
FLC Capital Advisors	History	Added to	1,644	227	0.04%	0.04%	678	+58	3.66%	Q1 2026	May 01, 2026
Gibson Capital, LLC	History	Added to	1,645	227	0.04%	0.04%	677	+1	0.06%	Q1 2026	Apr 17, 2026
RPg Family Wealth Advisory, LLC	History	Reduced	1,636	226	0.05%	0.05%	680	-89	-5.16%	Q1 2026	May 14, 2026
PRIVATE TRUST CO NA	History	No change	1,634	226	0.02%	0.02%	679	0	0.0%	Q1 2026	Apr 30, 2026
SVB WEALTH LLC	History	Reduced	1,623	224	0.01%	0.01%	681	-173	-9.63%	Q1 2026	Apr 17, 2026
Apella Capital, LLC	History	No change	1,479	223	0.0%	0.0%	682	0	0.0%	Q1 2026	Apr 20, 2026
CGN Advisors LLC	History	No change	1,617	223	0.02%	0.02%	683	0	0.0%	Q1 2026	Apr 13, 2026
SAXON INTERESTS, INC.	History	Reduced	1,590	220	0.08%	0.13%	684	-1,030	-39.31%	Q1 2026	Apr 29, 2026
SC&H Financial Advisors, Inc.	History	No change	1,563	216	0.03%	0.03%	685	0	0.0%	Q1 2026	Apr 22, 2026
Heck Capital Advisors, LLC	History	New	1,554	215	0.02%	—	687	+1,554	New	Q1 2026	Apr 16, 2026
Princeton Global Asset Management LLC	History	Added to	1,554	215	0.04%	0.04%	686	+4	0.26%	Q1 2026	Apr 22, 2026
Silicon Valley Capital Partners	History	No change	1,554	214	0.02%	0.02%	688	0	0.0%	Q1 2026	May 19, 2026
Goelzer Investment Management, Inc.	History	No change	1,546	213	0.01%	0.01%	689	0	0.0%	Q1 2026	Apr 09, 2026
VISTA CAPITAL PARTNERS, INC.	History	Reduced	1,532	212	0.02%	0.02%	691	-65	-4.07%	Q1 2026	May 05, 2026
John W. Brooker & Co., CPAs	History	Reduced	1,536	212	0.33%	0.4%	692	-59	-3.7%	Q1 2026	Apr 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC	History	No change	1,535	212	0.02%	0.03%	690	0	0.0%	Q1 2026	May 14, 2026
TCP Asset Management, LLC	History	No change	1,525	211	0.03%	0.04%	693	0	0.0%	Q1 2026	Apr 10, 2026
ICON ADVISERS INC/CO	History	No change	1,500	207	0.05%	0.05%	694	0	0.0%	Q1 2026	May 13, 2026
Mill Capital Management, LLC	History	No change	1,500	207	0.02%	0.02%	695	0	0.0%	Q1 2026	May 04, 2026
KINTRA WEALTH, LLC	History	No change	1,490	206	0.01%	0.03%	696	0	0.0%	Q1 2026	May 15, 2026
CATHY PARETO & ASSOCIATES, INC	History	No change	1,477	204	0.14%	0.14%	697	0	0.0%	Q1 2026	Apr 14, 2026
Visionary Wealth Advisors	History	No change	1,468	203	0.01%	0.01%	698	0	0.0%	Q1 2026	May 13, 2026
HARBOR ADVISORY CORP /MA/	History	New	1,463	202	0.06%	—	701	+1,463	New	Q1 2026	May 07, 2026
HARBOUR INVESTMENTS, INC.	History	Added to	1,460	202	0.0%	0.0%	699	+237	19.38%	Q1 2026	May 15, 2026
Apollon Financial, LLC	History	Added to	1,460	202	0.03%	0.03%	700	+35	2.46%	Q1 2026	Apr 22, 2026
TWO SIGMA SECURITIES, LLC	History	Reduced	1,455	201	0.02%	0.23%	703	-10,380	-87.71%	Q1 2026	May 15, 2026
TOTAL INVESTMENT MANAGEMENT INC	History	No change	1,457	201	0.02%	0.03%	702	0	0.0%	Q1 2026	Apr 13, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC	History	No change	1,450	200	0.02%	0.02%	704	0	0.0%	Q1 2026	Apr 15, 2026
Ritter Daniher Financial Advisory LLC / DE	History	No change	1,443	199	0.03%	0.03%	705	0	0.0%	Q1 2026	May 06, 2026
SageView Advisory Group, LLC	History	No change	1,349	190	0.01%	0.01%	706	0	0.0%	Q4 2025	Feb 17, 2026
Bank of New Hampshire	History	No change	1,339	185	0.04%	0.04%	707	0	0.0%	Q1 2026	Apr 13, 2026
Scarborough Advisors, LLC	History	New	1,247	172	0.02%	—	708	+1,247	New	Q1 2026	May 07, 2026
Pinnacle Wealth Planning Services, Inc.	History	No change	1,172	162	0.02%	0.02%	709	0	0.0%	Q1 2026	May 11, 2026
TD Waterhouse Canada Inc.	History	Added to	1,136	158	0.0%	0.0%	710	+286	33.65%	Q1 2026	May 12, 2026
Solstein Capital, LLC	History	No change	1,100	152	0.06%	0.06%	711	0	0.0%	Q1 2026	May 14, 2026
HARRIS ASSOCIATES L P	History	No change	1,092	151	0.0%	0.0%	712	0	0.0%	Q1 2026	May 15, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	1,044	144	0.02%	0.02%	713	0	0.0%	Q1 2026	Apr 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	Added to	945	142	0.0%	0.0%	714	+450	90.91%	Q1 2026	May 06, 2026
CALDWELL SUTTER CAPITAL, INC.	History	No change	1,001	138	0.06%	0.06%	715	0	0.0%	Q1 2026	May 05, 2026
BIRCHBROOK, INC.	History	No change	982	135	0.07%	0.07%	716	0	0.0%	Q1 2026	Apr 08, 2026
Manchester Capital Management LLC	History	No change	900	124	0.02%	0.02%	717	0	0.0%	Q1 2026	May 11, 2026
HighMark Wealth Management LLC	History	No change	885	122	0.05%	0.05%	718	0	0.0%	Q1 2026	May 05, 2026
Tower Research Capital LLC (TRC)	History	Added to	842	116	0.0%	—	719	+837	16740.0%	Q1 2026	May 15, 2026
Rosenberg Matthew Hamilton	History	No change	786	108	0.02%	0.02%	720	0	0.0%	Q1 2026	Apr 06, 2026
BOKF, NA	History	Added to	767	106	0.0%	0.0%	721	+147	23.71%	Q1 2026	May 08, 2026
ENTRUST FINANCIAL LLC	History	No change	746	103	0.07%	0.08%	722	0	0.0%	Q1 2026	May 12, 2026
Rakuten Securities, Inc.	History	Added to	728	100	0.04%	0.02%	723	+223	44.16%	Q1 2026	May 01, 2026
Spire Wealth Management	History	No change	703	97	0.0%	0.0%	724	0	0.0%	Q1 2026	Apr 22, 2026
JPL Wealth Management, LLC	History	New	699	96	0.02%	—	725	+699	New	Q1 2026	May 08, 2026
TD PRIVATE CLIENT WEALTH LLC	History	Reduced	678	93	0.0%	0.0%	727	-448	-39.79%	Q1 2026	Apr 27, 2026
Atlantic Union Bankshares Corp	History	No change	675	93	0.0%	0.0%	726	0	0.0%	Q1 2026	May 12, 2026
MTM Investment Management, LLC	History	No change	675	93	0.03%	0.03%	728	0	0.0%	Q1 2026	May 06, 2026
Pandora Wealth, Inc.	History	No change	640	90	0.05%	0.05%	729	0	0.0%	Q4 2025	Feb 04, 2026
Granite FO LLC	History	Reduced	648	89	0.05%	0.1%	730	-647	-49.96%	Q1 2026	May 12, 2026
IMA Advisory Services, Inc.	History	No change	601	83	0.01%	0.01%	731	0	0.0%	Q1 2026	May 06, 2026
BigSur Wealth Management LLC	History	No change	600	83	0.02%	0.02%	732	0	0.0%	Q1 2026	Apr 22, 2026
CVA Family Office, LLC	History	No change	594	82	0.01%	0.01%	733	0	0.0%	Q1 2026	Apr 29, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP.	History	No change	565	78	0.23%	0.22%	734	0	0.0%	Q1 2026	May 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC	History	New	526	72	0.0%	—	735	+526	New	Q1 2026	May 15, 2026
Smith & Howard Wealth Management, LLC	History	Added to	500	69	0.01%	0.01%	737	+300	150.0%	Q1 2026	Apr 27, 2026
AMERICAN NATIONAL BANK & TRUST	History	No change	500	69	0.01%	0.01%	736	0	0.0%	Q1 2026	Apr 23, 2026
CNB Bank	History	No change	500	69	0.03%	0.03%	738	0	0.0%	Q1 2026	May 06, 2026
Rialto Wealth Management, LLC	History	No change	500	69	0.02%	0.02%	739	0	0.0%	Q1 2026	May 14, 2026
Smartleaf Asset Management LLC	History	Reduced	488	65	0.0%	0.01%	740	-533	-52.2%	Q1 2026	May 15, 2026
Centerpoint Advisors, LLC	History	No change	460	64	0.02%	0.02%	741	0	0.0%	Q1 2026	May 07, 2026
10Elms LLP	History	No change	432	59	0.04%	0.06%	742	0	0.0%	Q1 2026	May 15, 2026
Rossby Financial, LCC	History	Added to	393	54	0.01%	0.01%	743	+55	16.27%	Q1 2026	May 11, 2026
Physician Wealth Advisors, Inc.	History	No change	378	52	0.01%	0.01%	744	0	0.0%	Q1 2026	Apr 24, 2026
BOK Financial Private Wealth, Inc.	History	No change	340	47	0.0%	0.0%	745	0	0.0%	Q1 2026	May 12, 2026
RED REEF ADVISORS LLC	History	No change	346	47	0.05%	0.05%	746	0	0.0%	Q1 2026	May 12, 2026
Pacifica Partners Inc.	History	No change	339	46	0.02%	0.02%	747	0	0.0%	Q1 2026	Apr 09, 2026
HM PAYSON & CO	History	No change	325	44	0.0%	0.0%	748	0	0.0%	Q1 2026	Apr 13, 2026
Ascentis Independent Advisors	History	New	308	42	0.0%	—	749	+308	New	Q1 2026	Apr 28, 2026
McIlrath & Eck, LLC	History	Added to	272	37	0.0%	0.0%	750	+31	12.86%	Q1 2026	May 19, 2026
Triumph Capital Management	History	Added to	260	35	0.01%	0.01%	751	+68	35.42%	Q1 2026	May 13, 2026
Financial Gravity Asset Management, Inc.	History	No change	260	35	0.01%	0.01%	752	0	0.0%	Q1 2026	May 08, 2026
MRP Capital Investments, LLC	History	No change	257	35	0.03%	0.03%	753	0	0.0%	Q1 2026	May 14, 2026
DiNuzzo Private Wealth, Inc.	History	Reduced	242	33	0.0%	0.0%	754	-83	-25.54%	Q1 2026	Apr 08, 2026
Breakwater Investment Management	History	No change	232	32	0.01%	0.01%	755	0	0.0%	Q1 2026	May 14, 2026
ADVISORTRUST PARTNERS, LLC	History	New	229	31	0.01%	—	757	+229	New	Q1 2026	May 06, 2026
DB Fitzpatrick & Co, Inc	History	No change	230	31	0.03%	0.03%	756	0	0.0%	Q1 2026	Apr 27, 2026
Root Financial Partners, LLC	History	No change	216	29	0.0%	0.0%	758	0	0.0%	Q1 2026	Apr 24, 2026
Westside Investment Management, Inc.	History	No change	205	28	0.0%	0.0%	759	0	0.0%	Q1 2026	May 04, 2026
Godfrey Financial Associates, Inc.	History	Added to	195	26	0.02%	0.02%	760	+2	1.04%	Q1 2026	May 11, 2026
Quent Capital, LLC	History	No change	181	25	0.0%	0.0%	761	0	0.0%	Q1 2026	Apr 28, 2026
Main Street Group, LTD	History	New	170	23	0.01%	—	767	+170	New	Q1 2026	May 06, 2026
VANGUARD ADVISERS INC	History	New	169	23	0.0%	—	766	+169	New	Q1 2026	May 08, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	History	No change	160	23	0.0%	0.0%	762	0	0.0%	Q1 2026	Apr 13, 2026
PROSPERITY BANCSHARES INC	History	No change	169	23	0.02%	0.02%	763	0	0.0%	Q1 2026	May 12, 2026
Cranbrook Wealth Management, LLC	History	No change	171	23	0.0%	0.0%	764	0	0.0%	Q1 2026	Apr 15, 2026
CX Institutional	History	No change	166	23	0.0%	0.0%	765	0	0.0%	Q1 2026	Apr 06, 2026
HANTZ FINANCIAL SERVICES, INC.	History	New	156	22	0.0%	—	770	+156	New	Q1 2026	May 01, 2026
Winch Advisory Services, LLC	History	No change	164	22	0.01%	0.01%	768	0	0.0%	Q1 2026	Apr 30, 2026
Greykasell Wealth Strategies, Inc.	History	No change	165	22	0.01%	0.01%	769	0	0.0%	Q1 2026	May 07, 2026
Frazier Financial Advisors, LLC	History	New	155	21	0.01%	—	772	+155	New	Q1 2026	May 05, 2026
Accordant Advisory Group Inc	History	New	153	21	0.01%	—	773	+153	New	Q1 2026	May 11, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	153	21	0.0%	0.0%	771	0	0.0%	Q1 2026	Apr 28, 2026
CoreCap Advisors, LLC	History	Reduced	129	17	0.0%	0.0%	775	-29	-18.35%	Q1 2026	Apr 07, 2026
EverSource Wealth Advisors, LLC	History	No change	130	17	0.0%	0.0%	774	0	0.0%	Q1 2026	May 15, 2026
Private Wealth Asset Management, LLC	History	No change	116	16	0.0%	0.0%	776	0	0.0%	Q1 2026	May 06, 2026
IAG Wealth Partners, LLC	History	Reduced	109	15	0.0%	0.01%	777	-766	-87.54%	Q1 2026	Apr 29, 2026
Holos Integrated Wealth LLC	History	New	112	15	0.01%	—	779	+112	New	Q1 2026	Apr 08, 2026
WEST PACES ADVISORS INC.	History	No change	111	15	0.0%	0.0%	778	0	0.0%	Q1 2026	May 05, 2026
ACIMA PRIVATE WEALTH, LLC	History	New	105	14	0.0%	—	781	+105	New	Q1 2026	Apr 06, 2026
AdvisorNet Financial, Inc	History	No change	108	14	0.0%	0.0%	780	0	0.0%	Q1 2026	Apr 17, 2026
MONETARY MANAGEMENT GROUP INC	History	No change	100	13	0.0%	0.0%	782	0	0.0%	Q1 2026	May 13, 2026
SJS Investment Consulting Inc.	History	No change	95	13	0.0%	0.0%	783	0	0.0%	Q1 2026	Apr 23, 2026
Dunhill Financial, LLC	History	Reduced	92	12	0.0%	0.0%	785	-7	-7.07%	Q1 2026	May 06, 2026
Operose Advisors LLC	History	No change	87	12	0.0%	0.0%	784	0	0.0%	Q1 2026	May 12, 2026
Richard Bernstein Advisors LLC	History	Reduced	83	11	0.0%	0.0%	786	-160	-65.84%	Q1 2026	Apr 22, 2026
Western Wealth Management, LLC	History	New	82	11	0.0%	—	787	+82	New	Q1 2026	May 19, 2026
HOLLENCREST CAPITAL MANAGEMENT	History	No change	76	10	0.0%	0.0%	788	0	0.0%	Q1 2026	May 07, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	75	10	0.0%	0.0%	789	0	0.0%	Q1 2026	Apr 22, 2026
Cherry Tree Wealth Management, LLC	History	No change	68	9	0.0%	0.0%	790	0	0.0%	Q1 2026	May 05, 2026
FIRST HORIZON CORP	History	No change	58	8	0.0%	0.0%	791	0	0.0%	Q1 2026	Apr 30, 2026
MORRIS FINANCIAL CONCEPTS, INC.	History	No change	61	8	0.0%	0.0%	792	0	0.0%	Q1 2026	Apr 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	New	55	7	0.0%	—	795	+55	New	Q1 2026	May 01, 2026
Gould Capital, LLC	History	No change	53	7	0.0%	0.0%	793	0	0.0%	Q1 2026	May 15, 2026
Miller Capital Partners, Inc.	History	No change	54	7	0.0%	0.0%	794	0	0.0%	Q1 2026	May 14, 2026
Noble Wealth Management PBC	History	New	40	5	0.0%	—	796	+40	New	Q1 2026	Apr 02, 2026
True Link Financial Advisors, LLC	History	New	33	4	0.0%	—	799	+33	New	Q1 2026	Apr 29, 2026
JFS WEALTH ADVISORS, LLC	History	No change	31	4	0.0%	0.0%	797	0	0.0%	Q1 2026	Apr 20, 2026
Keating Financial Advisory Services, Inc.	History	No change	36	4	0.0%	0.0%	798	0	0.0%	Q1 2026	May 15, 2026
CLEAR INVESTMENT RESEARCH, LLC	History	New	22	3	0.0%	—	802	+22	New	Q1 2026	May 04, 2026
American Capital Advisory, LLC	History	Reduced	22	3	0.0%	0.0%	800	-8	-26.67%	Q1 2026	Apr 29, 2026
Millstone Evans Group, LLC	History	No change	27	3	0.0%	0.0%	801	0	0.0%	Q1 2026	Apr 30, 2026
Ameritas Investment Partners, Inc.	History	No change	15	2	0.0%	0.0%	803	0	0.0%	Q1 2026	May 13, 2026
Horizon Investments, LLC	History	New	10	1	0.0%	—	806	+10	New	Q1 2026	May 14, 2026
Trust Co	History	New	10	1	0.0%	—	807	+10	New	Q1 2026	Apr 13, 2026
Richardson Capital Management LLC	History	No change	8	1	0.0%	0.0%	804	0	0.0%	Q1 2026	May 12, 2026
FINANCIAL CONSULATE, INC	History	No change	14	1	0.0%	0.0%	805	0	0.0%	Q1 2026	Apr 21, 2026
CANADA LIFE ASSURANCE Co	History	Closed out	0	0	—	0.12%	—	-467,617	-100.0%	Q1 2026	May 14, 2026
GFS Advisors, LLC	History	Closed out	0	0	—	3.26%	—	-194,095	-100.0%	Q1 2026	Apr 30, 2026
PRUDENTIAL FINANCIAL INC	History	Closed out	0	0	—	0.03%	—	-148,900	-100.0%	Q1 2026	May 13, 2026
Beverly Hills Private Wealth, LLC	History	Closed out	0	0	—	3.16%	—	-130,401	-100.0%	Q1 2026	May 01, 2026
Financial Management Professionals, Inc.	History	Closed out	0	0	—	0.93%	—	-63,724	-100.0%	Q1 2026	Apr 15, 2026
Moneda S.A. Administradora General de Fondos	History	Closed out	0	0	—	5.33%	—	-41,923	-100.0%	Q1 2026	May 15, 2026
Altman Advisors, Inc.	History	Closed out	0	0	—	1.31%	—	-24,653	-100.0%	Q1 2026	May 05, 2026
RENAISSANCE TECHNOLOGIES LLC	History	Closed out	0	0	—	0.01%	—	-22,800	-100.0%	Q1 2026	May 14, 2026
Aristotle Capital Management, LLC	History	Closed out	0	0	—	0.01%	—	-18,785	-100.0%	Q1 2026	May 15, 2026
READYSTATE ASSET MANAGEMENT LP	History	Closed out	0	0	—	0.1%	—	-17,985	-100.0%	Q1 2026	May 15, 2026
Clarus Wealth Advisors	History	Closed out	0	0	—	1.05%	—	-17,494	-100.0%	Q1 2026	Apr 08, 2026
ADVISORY RESEARCH INC	History	Closed out	0	0	—	0.29%	—	-16,180	-100.0%	Q1 2026	May 14, 2026
NewEdge Advisors, LLC	History	Closed out	0	0	—	0.01%	—	-13,266	-100.0%	Q1 2026	May 15, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC	History	Closed out	0	0	—	0.01%	—	-13,233	-100.0%	Q1 2026	May 15, 2026
Sarasin & Partners LLP	History	Closed out	0	0	—	0.02%	—	-11,679	-100.0%	Q1 2026	Apr 13, 2026
Venturi Wealth Management, LLC	History	Closed out	0	0	—	0.06%	—	-10,253	-100.0%	Q1 2026	Apr 21, 2026
DRW Securities, LLC	History	Closed out	0	0	—	0.04%	—	-9,591	-100.0%	Q1 2026	May 13, 2026
Avior Wealth Management, LLC	History	Closed out	0	0	—	0.03%	—	-7,343	-100.0%	Q1 2026	Apr 09, 2026
Fisher Asset Management, LLC	History	Closed out	0	0	—	0.0%	—	-6,959	-100.0%	Q1 2026	May 05, 2026
Engineers Gate Manager LP	History	Closed out	0	0	—	0.01%	—	-6,378	-100.0%	Q1 2026	May 15, 2026
Souders Financial Advisors	History	Closed out	0	0	—	0.08%	—	-5,113	-100.0%	Q1 2026	May 04, 2026
Nuveen, LLC	History	Closed out	0	0	—	0.0%	—	-5,051	-100.0%	Q1 2026	Apr 30, 2026
J.W. COLE ADVISORS, INC.	History	Closed out	0	0	—	0.01%	—	-4,839	-100.0%	Q1 2026	Apr 23, 2026
Clark Capital Management Group, Inc.	History	Closed out	0	0	—	0.0%	—	-4,638	-100.0%	Q1 2026	May 15, 2026
MILLENNIUM MANAGEMENT LLC	History	Closed out	0	0	—	0.0%	—	-3,909	-100.0%	Q1 2026	May 15, 2026
SHP Wealth Management	History	Closed out	0	0	—	0.04%	—	-3,683	-100.0%	Q1 2026	May 08, 2026
Belvedere Trading LLC	History	Closed out	0	0	—	0.0%	—	-3,675	-100.0%	Q1 2026	May 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	Closed out	0	0	—	0.0%	—	-3,619	-100.0%	Q1 2026	May 01, 2026
TIAA TRUST, NATIONAL ASSOCIATION	History	Closed out	0	0	—	0.0%	—	-2,945	-100.0%	Q1 2026	May 12, 2026
Global Strategic Investment Solutions, LLC	History	Closed out	0	0	—	0.04%	—	-2,717	-100.0%	Q1 2026	Apr 29, 2026
LEUTHOLD GROUP, LLC	History	Closed out	0	0	—	0.04%	—	-2,388	-100.0%	Q1 2026	May 06, 2026
Friedenthal Financial	History	Closed out	0	0	—	0.17%	—	-2,339	-100.0%	Q1 2026	Apr 20, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	Closed out	0	0	—	0.01%	—	-2,095	-100.0%	Q1 2026	Apr 29, 2026
Orion Porfolio Solutions, LLC	History	Closed out	0	0	—	0.0%	—	-1,912	-100.0%	Q1 2026	May 13, 2026
Westmount Partners, LLC	History	Closed out	0	0	—	0.06%	—	-1,748	-100.0%	Q1 2026	Apr 16, 2026
Quadrant Private Wealth Management, LLC	History	Closed out	0	0	—	0.04%	—	-1,545	-100.0%	Q1 2026	May 06, 2026
VestGen Investment Management	History	Closed out	0	0	—	0.12%	—	-1,526	-100.0%	Q1 2026	May 12, 2026
CWA Asset Management Group, LLC	History	Closed out	0	0	—	0.01%	—	-1,522	-100.0%	Q1 2026	Apr 20, 2026
SPRENG CAPITAL MANAGEMENT, INC.	History	Closed out	0	0	—	0.08%	—	-1,513	-100.0%	Q1 2026	May 13, 2026
One Capital Management, LLC	History	Closed out	0	0	—	0.01%	—	-1,479	-100.0%	Q1 2026	May 12, 2026
BOYUM WEALTH ARCHITECTS LLC	History	Closed out	0	0	—	0.1%	—	-1,461	-100.0%	Q1 2026	May 04, 2026
Empower Advisory Group, LLC	History	Closed out	0	0	—	0.0%	—	-1,449	-100.0%	Q1 2026	May 14, 2026
Elyxium Wealth, LLC	History	Closed out	0	0	—	0.06%	—	-1,444	-100.0%	Q1 2026	May 06, 2026
American Wealth Advisors, LLC	History	Closed out	0	0	—	0.16%	—	-1,140	-100.0%	Q1 2026	Apr 29, 2026
Larson Financial Group LLC	History	Reduced	1	0	—	0.0%	—	-1,035	-99.9%	Q1 2026	May 15, 2026
SIMPLEX TRADING, LLC	History	Closed out	0	0	—	0.0%	—	-1,014	-100.0%	Q1 2026	May 14, 2026
Cedar Wealth Management, LLC	History	Closed out	0	0	—	0.04%	—	-965	-100.0%	Q1 2026	May 14, 2026
MidAtlantic Capital Management, Inc.	History	Closed out	0	0	—	0.05%	—	-562	-100.0%	Q1 2026	May 07, 2026
Anchor Investment Management, LLC	History	Closed out	0	0	—	0.01%	—	-462	-100.0%	Q1 2026	May 01, 2026
Costello Asset Management, INC	History	Closed out	0	0	—	0.02%	—	-426	-100.0%	Q1 2026	Apr 30, 2026
Quattro Advisors LLC	History	Closed out	0	0	—	0.02%	—	-151	-100.0%	Q1 2026	May 14, 2026
Boreal Capital Management LLC	History	Closed out	0	0	—	0.01%	—	-90	-100.0%	Q1 2026	May 14, 2026
Vermillion & White Wealth Management Group, LLC	History	Closed out	0	0	—	0.0%	—	-63	-100.0%	Q1 2026	May 15, 2026
Stone House Investment Management, LLC	History	Closed out	0	0	—	0.0%	—	-55	-100.0%	Q1 2026	Apr 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	Closed out	0	0	—	0.0%	—	-41	-100.0%	Q1 2026	Apr 28, 2026
Paladin Advisory Group, LLC	History	Closed out	0	0	—	—	—	-6	-100.0%	Q1 2026	Apr 30, 2026
Aventus Investment Advisors, Inc.	History	New	1	0	—	—	—	+1	New	Q1 2026	Apr 15, 2026
Asset Dedication, LLC	History	No change	1	0	—	—	—	0	0.0%	Q4 2025	Jan 26, 2026
Harvest Fund Management Co., Ltd	History	No change	1	0	—	—	—	0	0.0%	Q1 2026	May 13, 2026
Strategic Wealth Partners, Ltd.	History	No change	1	0	—	—	—	0	0.0%	Q1 2026	May 12, 2026
Morton Brown Family Wealth, LLC	History	No change	4	0	—	—	—	0	0.0%	Q1 2026	Apr 20, 2026