ALPS ETF Trust - AMLP
Detailed investor-level table based on 13F positions.
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.
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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 | 15,835,961 | 833,605 | 0.05% | 0.04% | 1 | +1,407,145 | 9.75% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,490,654 | 446,948 | 0.03% | 0.03% | 2 | -81,506 | -0.95% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,517,252 | 395,708 | 0.07% | 0.06% | 3 | +469,901 | 6.67% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,862,600 | 361,247 | 0.05% | 0.0% | 4 | +6,310,600 | 1143.22% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,563,117 | 345,482 | 0.04% | 0.04% | 5 | -447,606 | -6.38% | Q1 2026 | May 15, 2026 |
| Allen Investment Management, LLC | History | Added to | 4,005,535 | 210,851 | 2.61% | 1.95% | 6 | +254,444 | 6.78% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 3,630,084 | 191,087 | 0.05% | 0.04% | 7 | +511,352 | 16.4% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 3,195,287 | 168,199 | 0.03% | 0.02% | 8 | +113,129 | 3.67% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,637,986 | 138,863 | 0.04% | 0.04% | 9 | +73,052 | 2.85% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,414,295 | 127,088 | 0.02% | 0.02% | 10 | +154,146 | 6.82% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 2,247,071 | 118,285 | 0.08% | 0.08% | 11 | -7,346 | -0.33% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Added to | 1,634,533 | 86,041 | 0.1% | 0.08% | 12 | +225,035 | 15.97% | Q1 2026 | May 14, 2026 |
| Naviter Wealth, LLC | History | Added to | 1,345,764 | 70,841 | 8.85% | 7.34% | 13 | +147,441 | 12.3% | Q1 2026 | Apr 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,275,253 | 67,182 | 0.02% | 0.01% | 14 | -29,792 | -2.28% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,024,383 | 53,923 | 0.05% | 0.04% | 15 | +21,071 | 2.1% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 1,010,395 | 53,187 | 0.67% | 0.59% | 16 | -2,451 | -0.24% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 908,039 | 47,799 | 0.01% | 0.01% | 17 | +226,330 | 33.2% | Q1 2026 | May 04, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 882,651 | 46,462 | 0.03% | 0.02% | 18 | +56,516 | 6.84% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 863,290 | 45,447 | 0.07% | 0.06% | 19 | -5,596 | -0.64% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 797,815 | 41,997 | 0.11% | 0.04% | 20 | +498,826 | 166.84% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 784,184 | 41,279 | 0.04% | 0.04% | 21 | +31,547 | 4.19% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 747,184 | 39,331 | 0.05% | 0.05% | 22 | -16,358 | -2.14% | Q1 2026 | Apr 27, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 610,337 | 32,138 | 1.72% | 2.37% | 23 | -108,043 | -15.04% | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 602,832 | 32,106 | 0.25% | — | 24 | +602,832 | New | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 560,656 | 29,513 | 0.05% | 0.07% | 25 | -238,827 | -29.87% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 557,518 | 29,347 | 0.11% | 0.07% | 26 | +153,401 | 37.96% | Q1 2026 | Jun 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 549,908 | 28,947 | 0.07% | 0.05% | 27 | +52,941 | 10.65% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 538,203 | 28,331 | 0.05% | 0.04% | 28 | +96,272 | 21.78% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 534,883 | 28,156 | 0.08% | 0.07% | 29 | +4,293 | 0.81% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 525,634 | 27,669 | 0.03% | 0.03% | 30 | +33,607 | 6.83% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 514,685 | 27,093 | 0.13% | 0.13% | 31 | -3,634 | -0.7% | Q1 2026 | May 14, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 506,822 | 26,679 | 10.88% | 11.64% | 32 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 474,255 | 24,964 | 5.48% | 4.44% | 33 | +81,859 | 20.86% | Q1 2026 | May 15, 2026 |
| Oxbow Advisors, LLC | History | Added to | 453,356 | 23,864 | 2.03% | 0.94% | 34 | +227,096 | 100.37% | Q1 2026 | Apr 27, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 424,860 | 22,364 | 2.13% | 1.68% | 35 | +51,454 | 13.78% | Q1 2026 | Apr 22, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 410,468 | 21,607 | 1.18% | 1.05% | 36 | +22,928 | 5.92% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Reduced | 393,535 | 20,715 | 0.25% | 0.25% | 37 | -14,669 | -3.59% | Q1 2026 | May 12, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 383,010 | 20,161 | 1.92% | 1.67% | 38 | +28,979 | 8.19% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 374,509 | 19,613 | 0.04% | 0.03% | 39 | -59,686 | -13.75% | Q1 2026 | Apr 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 366,812 | 19,308 | 0.12% | 0.09% | 40 | +37,393 | 11.35% | Q1 2026 | May 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 361,588 | 19,034 | 1.28% | 1.17% | 41 | -664 | -0.18% | Q1 2026 | May 12, 2026 |
| Violich Capital Management, Inc. | History | Added to | 337,595 | 17,771 | 2.08% | 1.76% | 42 | +1,780 | 0.53% | Q1 2026 | Apr 08, 2026 |
| RS CRUM INC. | History | Added to | 333,012 | 17,529 | 3.39% | 3.04% | 43 | +9,653 | 2.99% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 319,667 | 16,827 | 0.02% | 0.02% | 44 | +1,966 | 0.62% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 310,984 | 16,370 | 0.0% | 0.0% | 45 | -442,697 | -58.74% | Q1 2026 | May 15, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 309,713 | 16,303 | 6.05% | 6.55% | 46 | -66,006 | -17.57% | Q1 2026 | Apr 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 297,605 | 15,665 | 0.79% | 0.77% | 47 | -22,493 | -7.03% | Q1 2026 | May 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 295,019 | 15,529 | 0.06% | — | 48 | +295,019 | New | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 294,319 | 15,492 | 0.38% | 0.3% | 49 | +37,081 | 14.42% | Q1 2026 | Apr 29, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 292,167 | 15,379 | 1.52% | 1.27% | 50 | +17,202 | 6.26% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 286,518 | 15,082 | 0.06% | 0.05% | 51 | +4,343 | 1.54% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 286,205 | 15,065 | 0.91% | 0.66% | 52 | +63,244 | 28.37% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 275,660 | 14,681 | 0.0% | 0.0% | 53 | +248,943 | 931.78% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 278,583 | 14,575 | 0.54% | 0.94% | 54 | +153,259 | 122.29% | Q1 2026 | May 14, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 272,698 | 14,354 | 0.76% | 0.67% | 55 | +4,362 | 1.63% | Q1 2026 | Apr 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 267,353 | 14,074 | 0.23% | 0.24% | 56 | -41,229 | -13.36% | Q1 2026 | Apr 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 254,318 | 13,387 | 1.9% | 1.74% | 57 | -4,856 | -1.87% | Q1 2026 | May 26, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 247,800 | 13,044 | 1.03% | 0.87% | 58 | +300 | 0.12% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 247,302 | 13,017 | 0.05% | 0.03% | 59 | +88,484 | 55.71% | Q1 2026 | Apr 30, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 245,708 | 12,934 | 3.25% | 3.04% | 60 | +3,597 | 1.49% | Q1 2026 | Apr 16, 2026 |
| Hilton Capital Management, LLC | History | Added to | 242,654 | 12,773 | 0.96% | 0.85% | 61 | +3,973 | 1.66% | Q1 2026 | May 14, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 242,427 | 12,761 | 6.64% | — | 62 | +242,427 | New | Q1 2026 | May 05, 2026 |
| Truffle Hound Capital, LLC | History | No change | 240,000 | 12,633 | 3.27% | 2.94% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 231,837 | 12,203 | 1.25% | 0.36% | 64 | +156,763 | 208.81% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 220,740 | 11,619 | 0.13% | 0.13% | 65 | -2,907 | -1.3% | Q1 2026 | May 08, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 219,454 | 11,552 | 9.17% | 6.88% | 66 | -1,699 | -0.77% | Q1 2026 | May 04, 2026 |
| IronBridge Private Wealth, LLC | History | Reduced | 216,983 | 11,421 | 3.68% | 3.92% | 67 | -47,000 | -17.8% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 216,257 | 11,383 | 0.05% | 0.05% | 68 | -649 | -0.3% | Q1 2026 | Apr 24, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 210,781 | 11,095 | 1.36% | 0.95% | 69 | +56,426 | 36.56% | Q1 2026 | May 06, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 208,811 | 10,991 | 0.8% | 0.65% | 70 | -6,463 | -3.0% | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 203,343 | 10,874 | 0.01% | 0.01% | 71 | -2,980 | -1.44% | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 200,160 | 10,536 | 0.13% | 0.1% | 72 | +19,255 | 10.64% | Q1 2026 | May 05, 2026 |
| Oak Harvest Investment Services | History | Added to | 200,040 | 10,530 | 1.1% | 0.93% | 73 | +18,358 | 10.1% | Q1 2026 | Apr 22, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | New | 200,000 | 10,528 | 1.34% | — | 75 | +200,000 | New | Q1 2026 | May 15, 2026 |
| Granby Capital Management, LLC | History | No change | 200,000 | 10,528 | 6.03% | 5.02% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 195,658 | 10,299 | 0.0% | 0.0% | 76 | +19,688 | 11.19% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 189,901 | 9,996 | 0.34% | 0.1% | 77 | +24,318 | 14.69% | Q1 2026 | Apr 23, 2026 |
| Elgethun Capital Management | History | Added to | 189,327 | 9,966 | 1.65% | 1.53% | 78 | +763 | 0.4% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 183,853 | 9,949 | 1.65% | 1.2% | 79 | +40,809 | 28.53% | Q1 2026 | May 08, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 183,167 | 9,590 | 1.47% | — | 80 | +183,167 | New | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 179,130 | 9,429 | 0.05% | 0.04% | 81 | +16,876 | 10.4% | Q1 2026 | Apr 15, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 178,545 | 9,399 | 2.71% | 2.15% | 82 | -5,130 | -2.79% | Q1 2026 | Apr 23, 2026 |
| BARD ASSOCIATES INC | History | Added to | 172,682 | 9,090 | 2.28% | 2.08% | 83 | +155 | 0.09% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 170,599 | 8,980 | 0.0% | 0.0% | 84 | -172,093 | -50.22% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 169,630 | 8,929 | 0.19% | 0.17% | 85 | +4,599 | 2.79% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 165,952 | 8,735 | 0.7% | 0.62% | 86 | -4,237 | -2.49% | Q1 2026 | May 13, 2026 |
| NorthCoast Asset Management LLC | History | New | 159,937 | 8,419 | 0.2% | — | 87 | +159,937 | New | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Added to | 157,549 | 8,293 | 0.48% | 0.41% | 88 | +1,466 | 0.94% | Q1 2026 | May 04, 2026 |
| Left Brain Wealth Management, LLC | History | Added to | 154,731 | 8,145 | 3.2% | 2.39% | 89 | +7,770 | 5.29% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Added to | 154,600 | 8,138 | 0.01% | 0.0% | 90 | +82,200 | 113.54% | Q1 2026 | May 15, 2026 |
| Brick & Kyle, Associates | History | No change | 172,307 | 8,102 | 2.87% | 2.87% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 153,655 | 8,088 | 0.01% | 0.01% | 92 | +25,277 | 19.69% | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 151,544 | 7,977 | 0.13% | 0.11% | 93 | +14,172 | 10.32% | Q1 2026 | May 15, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 151,234 | 7,960 | 6.66% | 4.43% | 94 | +4,937 | 3.37% | Q1 2026 | May 01, 2026 |
| MUHLENKAMP & CO INC | History | Reduced | 150,615 | 7,928 | 2.09% | 2.23% | 95 | -25,686 | -14.57% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 150,251 | 7,909 | 0.04% | 0.04% | 96 | +9,733 | 6.93% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 149,445 | 7,866 | 0.2% | 0.14% | 97 | +32,946 | 28.28% | Q1 2026 | Apr 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 160,871 | 7,787 | 0.52% | 0.52% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 147,693 | 7,774 | 0.04% | 0.05% | 99 | -36,538 | -19.83% | Q1 2026 | May 05, 2026 |
| Quadrature Capital Ltd | History | Reduced | 146,924 | 7,734 | 0.09% | 0.23% | 100 | -329,568 | -69.17% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | New | 139,680 | 7,352 | 1.08% | — | 101 | +139,680 | New | Q1 2026 | May 05, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 138,120 | 7,270 | 1.32% | 1.09% | 102 | +12,500 | 9.95% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Added to | 137,087 | 7,216 | 0.02% | 0.02% | 103 | +12,576 | 10.1% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 137,037 | 7,213 | 0.08% | 0.01% | 104 | +125,186 | 1056.33% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 136,039 | 7,161 | 0.01% | 0.01% | 105 | +4,247 | 3.22% | Q1 2026 | May 15, 2026 |
| 5th Street Advisors, LLC | History | Added to | 135,983 | 7,158 | 3.08% | 2.47% | 106 | +23,332 | 20.71% | Q1 2026 | May 04, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 132,895 | 6,995 | 0.77% | 0.66% | 107 | -18 | -0.01% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 132,211 | 6,956 | 0.01% | 0.01% | 108 | +3,548 | 2.76% | Q1 2026 | May 15, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 127,734 | 6,723 | 3.76% | 2.65% | 109 | +19,537 | 18.06% | Q1 2026 | Apr 10, 2026 |
| Element Wealth, LLC | History | Added to | 125,561 | 6,609 | 2.73% | 2.27% | 110 | +8,576 | 7.33% | Q1 2026 | May 04, 2026 |
| NORDEN GROUP LLC | History | New | 124,485 | 6,552 | 0.63% | — | 111 | +124,485 | New | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 139,938 | 6,403 | 0.01% | 0.01% | 112 | -44,297 | -24.04% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 120,554 | 6,345 | 0.01% | 0.0% | 113 | +117,453 | 3787.58% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 134,523 | 6,325 | 1.11% | 1.11% | 114 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Eagle Strategies LLC | History | Reduced | 119,783 | 6,305 | 0.75% | 0.74% | 115 | -3,860 | -3.12% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 115,759 | 6,093 | 0.08% | 0.07% | 116 | +3,032 | 2.69% | Q1 2026 | May 15, 2026 |
| Clare Market Investments LLC | History | New | 115,291 | 6,068 | 1.27% | — | 117 | +115,291 | New | Q1 2026 | Apr 29, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 113,947 | 5,998 | 0.68% | 0.59% | 118 | -2,897 | -2.48% | Q1 2026 | Apr 30, 2026 |
| Haven Private, LLC | History | Added to | 112,063 | 5,898 | 2.57% | 2.26% | 119 | +2,109 | 1.92% | Q1 2026 | May 05, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 110,740 | 5,829 | 1.3% | 0.16% | 120 | +95,700 | 636.3% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Reduced | 110,553 | 5,819 | 0.03% | 0.03% | 121 | -247 | -0.22% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 109,117 | 5,743 | 0.3% | 0.28% | 122 | +184 | 0.17% | Q1 2026 | Apr 13, 2026 |
| COMMERCE BANK | History | Reduced | 109,037 | 5,739 | 0.03% | 0.04% | 123 | -41,465 | -27.55% | Q1 2026 | May 11, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 107,732 | 5,671 | 1.15% | 0.61% | 124 | +37,045 | 52.41% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 114,160 | 5,649 | 0.04% | 0.02% | 125 | +51,379 | 81.84% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 106,520 | 5,607 | 0.06% | 0.04% | 126 | +46,213 | 76.63% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 102,527 | 5,397 | 0.01% | 0.01% | 127 | +6,387 | 6.64% | Q1 2026 | Apr 27, 2026 |
| L & S Advisors Inc | History | Added to | 102,258 | 5,382 | 0.68% | 0.03% | 128 | +95,023 | 1313.38% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 102,016 | 5,370 | 0.07% | 0.06% | 129 | +16,328 | 19.06% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 101,354 | 5,335 | 0.01% | 0.01% | 130 | +16,073 | 18.85% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 113,357 | 5,330 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 101,219 | 5,328 | 0.07% | 0.07% | 132 | -305 | -0.3% | Q1 2026 | May 12, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | New | 100,000 | 5,264 | 0.26% | — | 134 | +100,000 | New | Q1 2026 | Apr 28, 2026 |
| Intrinsic Edge Capital Management LLC | History | Added to | 100,000 | 5,264 | 0.87% | 0.75% | 133 | +10,000 | 11.11% | Q1 2026 | May 18, 2026 |
| Prota Financial, LLC | History | New | 98,681 | 5,194 | 3.76% | — | 135 | +98,681 | New | Q1 2026 | Apr 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 98,238 | 5,171 | 0.04% | 0.03% | 136 | +20,835 | 26.92% | Q1 2026 | May 01, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 97,997 | 5,158 | 3.09% | 2.69% | 137 | -2,726 | -2.71% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 97,835 | 5,150 | 0.01% | 0.01% | 138 | -53,157 | -35.21% | Q1 2026 | May 15, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 97,756 | 5,145 | 0.82% | — | 139 | +97,756 | New | Q1 2026 | Apr 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 96,319 | 5,070 | 0.08% | 0.07% | 140 | +21,377 | 28.52% | Q1 2026 | Apr 21, 2026 |
| Continuum Advisory, LLC | History | Added to | 94,936 | 4,997 | 0.48% | 0.38% | 141 | +14,133 | 17.49% | Q1 2026 | Apr 22, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 94,905 | 4,995 | 1.41% | 1.54% | 142 | -24,573 | -20.57% | Q1 2026 | Apr 20, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 94,394 | 4,968 | 0.55% | 0.49% | 143 | -247 | -0.26% | Q1 2026 | May 08, 2026 |
| Aventail Capital Group, LP | History | New | 94,366 | 4,967 | 0.24% | — | 144 | +94,366 | New | Q1 2026 | May 15, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Reduced | 94,314 | 4,964 | 2.48% | 3.0% | 145 | -11,728 | -11.06% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 92,758 | 4,872 | 0.03% | 0.03% | 146 | -2,431 | -2.55% | Q1 2026 | May 15, 2026 |
| White Pine Investment CO | History | Reduced | 92,361 | 4,862 | 1.13% | 1.03% | 147 | -685 | -0.74% | Q1 2026 | Apr 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 91,654 | 4,824 | 0.14% | 0.11% | 148 | +7,157 | 8.47% | Q1 2026 | Apr 29, 2026 |
| TKG Advisors, LLC | History | Reduced | 90,489 | 4,763 | 1.97% | 1.74% | 149 | -1,513 | -1.64% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | Added to | 89,629 | 4,718 | 0.11% | 0.09% | 150 | +8,046 | 9.86% | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 88,647 | 4,666 | 0.59% | 0.5% | 151 | +2,106 | 2.43% | Q1 2026 | Apr 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 88,436 | 4,655 | 0.57% | 0.47% | 152 | +5,543 | 6.69% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 88,267 | 4,647 | 0.04% | 0.02% | 153 | +24,271 | 37.93% | Q1 2026 | May 14, 2026 |
| PHILADELPHIA TRUST CO | History | Added to | 88,197 | 4,643 | 0.33% | 0.12% | 154 | +50,486 | 133.88% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 86,028 | 4,528 | 1.64% | 1.39% | 155 | +2,159 | 2.57% | Q1 2026 | May 04, 2026 |
| Artesa Financial Group, LLC | History | Added to | 83,887 | 4,415 | 4.21% | 3.48% | 156 | +11,893 | 16.52% | Q1 2026 | Apr 21, 2026 |
| SMART Wealth LLC | History | Reduced | 81,592 | 4,295 | 1.26% | 1.23% | 157 | -3,973 | -4.64% | Q1 2026 | Apr 23, 2026 |
| HERBST GROUP, LLC | History | Added to | 79,972 | 4,209 | 2.6% | 1.55% | 158 | +24,052 | 43.01% | Q1 2026 | Apr 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 79,931 | 4,207 | 0.01% | 0.01% | 159 | -20,671 | -20.55% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Reduced | 79,826 | 4,202 | 0.11% | 0.11% | 160 | -7,584 | -8.68% | Q1 2026 | May 12, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 79,809 | 4,201 | 4.51% | — | 161 | +79,809 | New | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 79,346 | 4,176 | 0.04% | 0.08% | 162 | -163,438 | -67.32% | Q1 2026 | May 13, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 77,390 | 4,073 | 3.2% | 2.6% | 163 | +9,284 | 13.63% | Q1 2026 | Apr 22, 2026 |
| Wills Financial Group LLC | History | Added to | 75,773 | 4,028 | 1.52% | 1.3% | 164 | +3,412 | 4.72% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Reduced | 75,865 | 3,993 | 0.75% | 0.84% | 165 | -16,310 | -17.69% | Q1 2026 | May 07, 2026 |
| COWA, LLC | History | Reduced | 75,147 | 3,955 | 1.07% | 1.08% | 166 | -404 | -0.53% | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 74,881 | 3,941 | 0.12% | 0.11% | 167 | +1,680 | 2.3% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 74,852 | 3,940 | 0.01% | 0.01% | 168 | -30,843 | -29.18% | Q1 2026 | May 04, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 72,835 | 3,937 | 0.07% | 0.02% | 169 | +50,411 | 224.81% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | Added to | 74,791 | 3,936 | 0.35% | 0.31% | 170 | +2,222 | 3.06% | Q1 2026 | May 27, 2026 |
| CONTINENTAL ADVISORS LLC | History | Reduced | 74,723 | 3,933 | 2.01% | 1.5% | 171 | -1,000 | -1.32% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 73,190 | 3,852 | 0.05% | 0.02% | 172 | +28,286 | 62.99% | Q1 2026 | May 13, 2026 |
| Indivisible Partners | History | Added to | 72,974 | 3,841 | 0.34% | 0.23% | 173 | +27,463 | 60.34% | Q1 2026 | Apr 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 72,552 | 3,819 | 0.09% | 0.15% | 174 | +6,301 | 9.51% | Q1 2026 | Apr 27, 2026 |
| SCS Capital Management LLC | History | Added to | 72,508 | 3,816 | 0.04% | 0.04% | 175 | +80 | 0.11% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 72,479 | 3,815 | 0.2% | 0.16% | 176 | -4,404 | -5.73% | Q1 2026 | Apr 28, 2026 |
| G&S Capital LLC | History | Added to | 72,468 | 3,814 | 1.34% | 1.2% | 177 | +388 | 0.54% | Q1 2026 | Apr 07, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 71,559 | 3,766 | 0.02% | 0.01% | 178 | -1,518 | -2.08% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 71,541 | 3,765 | 0.04% | 0.04% | 179 | +6,140 | 9.39% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 71,306 | 3,753 | 0.0% | 0.0% | 180 | -34,464 | -32.58% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 70,629 | 3,717 | 0.08% | 0.07% | 181 | +2,223 | 3.25% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 70,282 | 3,699 | 0.22% | 0.17% | 182 | +7,751 | 12.4% | Q1 2026 | May 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 69,891 | 3,679 | 0.21% | 0.24% | 183 | -17,257 | -19.8% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 69,651 | 3,666 | 0.08% | 0.09% | 184 | -18,252 | -20.76% | Q1 2026 | Apr 13, 2026 |
| TT Capital Management LLC | History | Reduced | 69,545 | 3,660 | 3.02% | 2.63% | 185 | -620 | -0.88% | Q1 2026 | May 12, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 69,333 | 3,649 | 1.27% | 1.02% | 186 | +14,179 | 25.71% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 68,444 | 3,552 | 0.08% | 0.09% | 187 | -3,098 | -4.33% | Q1 2026 | May 04, 2026 |
| Plan Group Financial, LLC | History | Added to | 67,325 | 3,543 | 0.83% | 0.66% | 188 | +12,861 | 23.61% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 67,112 | 3,532 | 0.04% | 0.03% | 189 | +5,711 | 9.3% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 66,597 | 3,505 | 0.18% | 0.06% | 190 | +41,940 | 170.09% | Q1 2026 | Apr 15, 2026 |
| SAM Advisors, LLC | History | Added to | 66,159 | 3,482 | 1.09% | 0.96% | 191 | +1,448 | 2.24% | Q1 2026 | Apr 29, 2026 |
| Payne Capital Management, LLC | History | Reduced | 64,849 | 3,413 | 1.03% | 0.98% | 192 | -890 | -1.35% | Q1 2026 | May 08, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 64,370 | 3,388 | 1.2% | 0.87% | 193 | +12,352 | 23.75% | Q1 2026 | Apr 22, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 64,137 | 3,376 | 0.53% | 0.57% | 194 | -11,290 | -14.97% | Q1 2026 | May 13, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 64,079 | 3,373 | 0.78% | 0.7% | 195 | +874 | 1.38% | Q1 2026 | May 06, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 63,688 | 3,352 | 0.1% | 0.09% | 196 | +916 | 1.46% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 63,100 | 3,321 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MGB Wealth Management, LLC | History | No change | 70,297 | 3,305 | 0.95% | 0.95% | 198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 62,552 | 3,292 | 0.18% | 0.12% | 199 | +16,414 | 35.58% | Q1 2026 | Apr 24, 2026 |
| J. Goldman & Co LP | History | Added to | 62,496 | 3,289 | 0.1% | 0.01% | 200 | +54,532 | 684.73% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 62,393 | 3,284 | 0.1% | 0.06% | 201 | +21,803 | 53.72% | Q1 2026 | Apr 27, 2026 |
| Compound Planning, Inc. | History | Added to | 61,954 | 3,261 | 0.1% | 0.08% | 202 | +5,512 | 9.77% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 60,748 | 3,197 | 0.01% | 0.01% | 203 | -15,010 | -19.81% | Q1 2026 | May 11, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 60,576 | 3,188 | 0.02% | 0.02% | 204 | -9,794 | -13.92% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 60,530 | 3,186 | 0.06% | 0.04% | 205 | +18,345 | 43.49% | Q1 2026 | Apr 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 59,646 | 3,139 | 0.02% | 0.0% | 206 | +45,112 | 310.39% | Q1 2026 | May 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 59,602 | 3,137 | 1.38% | 1.24% | 207 | +1,488 | 2.56% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Added to | 59,243 | 3,118 | 0.09% | 0.07% | 208 | +1,850 | 3.22% | Q1 2026 | May 04, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 59,150 | 3,113 | 0.36% | 0.33% | 209 | -175 | -0.29% | Q1 2026 | Apr 28, 2026 |
| Hegarty Advisors, LLC | History | Added to | 58,383 | 3,073 | 2.42% | 2.36% | 210 | +603 | 1.04% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 64,937 | 3,053 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 57,613 | 3,032 | 0.01% | 0.01% | 212 | -4,028 | -6.53% | Q1 2026 | May 15, 2026 |
| Delta Investment Management, LLC | History | Added to | 57,262 | 3,014 | 0.54% | 0.46% | 213 | +584 | 1.03% | Q1 2026 | May 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 56,900 | 2,995 | 0.01% | 0.0% | 214 | +27,400 | 92.88% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 56,780 | 2,988 | 0.17% | 0.16% | 215 | -1,808 | -3.09% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 56,694 | 2,984 | 0.0% | 0.0% | 216 | -295 | -0.52% | Q1 2026 | May 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 56,372 | 2,967 | 0.68% | 0.58% | 217 | +2,162 | 3.99% | Q1 2026 | Apr 17, 2026 |
| BlackRock, Inc. | History | Added to | 54,709 | 2,879 | 0.0% | 0.0% | 218 | +30,570 | 126.64% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 54,673 | 2,877 | 0.03% | 0.03% | 219 | +5,152 | 10.4% | Q1 2026 | Apr 20, 2026 |
| Clarity Financial LLC | History | Reduced | 53,897 | 2,837 | 0.31% | 0.5% | 220 | -61,812 | -53.42% | Q1 2026 | May 01, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 53,885 | 2,836 | 1.05% | 0.9% | 221 | -721 | -1.32% | Q1 2026 | Apr 09, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 53,858 | 2,835 | 0.38% | — | 222 | +53,858 | New | Q1 2026 | Apr 08, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 53,298 | 2,806 | 0.1% | 0.08% | 223 | +4,748 | 9.78% | Q1 2026 | May 13, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 53,029 | 2,791 | 0.22% | 0.2% | 224 | -1,504 | -2.76% | Q1 2026 | May 12, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 52,977 | 2,788 | 2.58% | 2.33% | 225 | -468 | -0.88% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 52,933 | 2,786 | 0.09% | 0.08% | 226 | +4,201 | 8.62% | Q1 2026 | May 07, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 52,482 | 2,762 | 0.28% | 0.25% | 227 | +461 | 0.89% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 52,213 | 2,748 | 0.02% | 0.02% | 228 | +950 | 1.85% | Q1 2026 | May 01, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 51,633 | 2,717 | 0.45% | 0.41% | 229 | +174 | 0.34% | Q1 2026 | May 08, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 50,441 | 2,655 | 0.48% | 1.36% | 230 | -236,622 | -82.43% | Q1 2026 | Apr 21, 2026 |
| Enclave Advisors LLC | History | Reduced | 50,029 | 2,633 | 0.36% | 1.04% | 231 | -105,660 | -67.87% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Added to | 49,621 | 2,612 | 0.03% | 0.03% | 232 | +646 | 1.32% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 48,752 | 2,596 | 0.09% | 0.06% | 233 | +14,953 | 44.24% | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 49,301 | 2,595 | 0.27% | 0.23% | 234 | -3,585 | -6.78% | Q1 2026 | May 06, 2026 |
| Providence First Trust Co | History | Reduced | 48,509 | 2,553 | 0.9% | 0.87% | 235 | -4,744 | -8.91% | Q1 2026 | May 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 48,792 | 2,538 | 0.54% | 0.45% | 236 | +10,540 | 27.55% | Q1 2026 | Apr 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 47,486 | 2,499 | 0.0% | — | 237 | +47,486 | New | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 47,415 | 2,495 | 0.0% | 0.0% | 238 | +7,015 | 17.36% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 47,272 | 2,462 | 0.02% | 0.02% | 239 | +9,918 | 26.55% | Q1 2026 | Apr 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 46,728 | 2,459 | 0.03% | — | 240 | +46,728 | New | Q1 2026 | May 11, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 46,709 | 2,458 | 1.56% | 1.41% | 241 | -419 | -0.89% | Q1 2026 | Apr 20, 2026 |
| J.Safra Asset Management Corp | History | Added to | 46,525 | 2,449 | 0.13% | 0.11% | 242 | +1,950 | 4.37% | Q1 2026 | May 04, 2026 |
| ArchPoint Investors | History | No change | 46,325 | 2,438 | 0.58% | 0.52% | 243 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 46,109 | 2,427 | 0.49% | 0.37% | 244 | +6,972 | 17.81% | Q1 2026 | May 12, 2026 |
| Keewaydin Investments LLC | History | Added to | 45,985 | 2,420 | 0.76% | 0.57% | 245 | +513 | 1.13% | Q1 2026 | May 15, 2026 |
| Sierra Capital LLC | History | Reduced | 45,889 | 2,416 | 0.26% | 0.23% | 246 | -420 | -0.91% | Q1 2026 | May 15, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 45,705 | 2,405 | 0.21% | 0.17% | 247 | +6,386 | 16.24% | Q1 2026 | Apr 07, 2026 |
| AXS Investments LLC | History | Added to | 45,187 | 2,378 | 0.96% | 0.54% | 248 | +11,869 | 35.62% | Q1 2026 | May 06, 2026 |
| Covenant Asset Management, LLC | History | Added to | 44,069 | 2,319 | 0.35% | 0.23% | 249 | +3,457 | 8.51% | Q1 2026 | Apr 14, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 43,528 | 2,291 | 0.12% | 0.11% | 250 | +2,102 | 5.07% | Q1 2026 | Apr 29, 2026 |
| Walleye Trading LLC | History | Added to | 43,200 | 2,274 | 0.0% | 0.0% | 251 | +34,500 | 396.55% | Q1 2026 | May 08, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 42,850 | 2,255 | 1.01% | 0.76% | 252 | +25 | 0.06% | Q1 2026 | May 08, 2026 |
| HUB Investment Partners, LLC | History | New | 42,768 | 2,251 | 0.05% | — | 253 | +42,768 | New | Q1 2026 | May 15, 2026 |
| Bollard Group LLC | History | Reduced | 42,714 | 2,248 | 0.07% | 0.05% | 254 | -832 | -1.91% | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | Added to | 42,378 | 2,230 | 0.39% | 0.3% | 255 | +8,499 | 25.09% | Q1 2026 | Apr 15, 2026 |
| Quartz Partners, LLC | History | Added to | 42,155 | 2,219 | 0.86% | 0.58% | 256 | +8,819 | 26.45% | Q1 2026 | May 05, 2026 |
| Asset One Wealth Management LLC | History | Added to | 42,715 | 2,198 | 0.24% | 0.28% | 257 | +769 | 1.83% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 41,198 | 2,168 | 0.19% | 0.14% | 258 | +6,242 | 17.86% | Q1 2026 | Apr 30, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | New | 41,168 | 2,167 | 1.26% | — | 259 | +41,168 | New | Q1 2026 | Apr 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 41,147 | 2,165 | 0.01% | 0.0% | 260 | +20,119 | 95.68% | Q1 2026 | May 15, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 40,952 | 2,155 | 0.44% | 0.4% | 261 | -768 | -1.84% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 40,694 | 2,142 | 0.08% | 0.06% | 262 | +4,821 | 13.44% | Q1 2026 | May 14, 2026 |
| HC Advisors, LLC | History | Added to | 40,697 | 2,142 | 1.43% | 1.31% | 263 | +339 | 0.84% | Q1 2026 | May 05, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 40,518 | 2,132 | 0.03% | 0.03% | 264 | -345 | -0.84% | Q1 2026 | May 12, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 40,467 | 2,130 | 0.18% | 0.32% | 265 | -26,691 | -39.74% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 40,453 | 2,129 | 0.08% | 0.1% | 266 | -18,586 | -31.48% | Q1 2026 | Apr 28, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 40,244 | 2,118 | 0.47% | 0.42% | 267 | +135 | 0.34% | Q1 2026 | Apr 23, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 39,614 | 2,085 | 1.28% | 1.07% | 268 | +1,954 | 5.19% | Q1 2026 | Apr 16, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 38,994 | 2,052 | 0.03% | 0.04% | 269 | -11,596 | -22.92% | Q1 2026 | Apr 22, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 38,908 | 2,048 | 2.53% | 3.09% | 270 | -14,395 | -27.01% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 38,388 | 2,020 | 0.02% | 0.02% | 271 | -2,586 | -6.31% | Q1 2026 | Apr 20, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 38,210 | 1,989 | 0.55% | 0.48% | 272 | +3,534 | 10.19% | Q1 2026 | Apr 16, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 37,685 | 1,983 | 1.71% | 1.41% | 273 | +675 | 1.82% | Q1 2026 | May 14, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 37,609 | 1,979 | 0.12% | 0.08% | 274 | +7,653 | 25.55% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Reduced | 37,607 | 1,979 | 0.04% | 0.04% | 275 | -4,725 | -11.16% | Q1 2026 | Apr 17, 2026 |
| Smithfield Trust Co | History | Added to | 37,402 | 1,967 | 0.09% | 0.05% | 276 | +12,597 | 50.78% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | No change | 37,323 | 1,964 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 37,309 | 1,963 | 0.03% | 0.03% | 278 | +7,124 | 23.6% | Q1 2026 | May 18, 2026 |
| AE Wealth Management LLC | History | Added to | 36,893 | 1,942 | 0.01% | 0.01% | 279 | +17,483 | 90.07% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 36,713 | 1,932 | 0.04% | 0.02% | 280 | +21,322 | 138.54% | Q1 2026 | May 01, 2026 |
| SOUTHPORT MANAGEMENT, L.L.C. | History | No change | 40,500 | 1,904 | 6.65% | 6.65% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 36,016 | 1,895 | 0.06% | 0.05% | 282 | +3,951 | 12.32% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 35,876 | 1,888 | 0.06% | 0.05% | 283 | +3,100 | 9.46% | Q1 2026 | Apr 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 35,740 | 1,881 | 0.14% | 0.19% | 284 | -13,375 | -27.23% | Q1 2026 | Apr 30, 2026 |
| Tandem Financial, LLC | History | Added to | 35,629 | 1,875 | 0.6% | 0.77% | 285 | +22,266 | 166.62% | Q1 2026 | May 08, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 35,592 | 1,873 | 1.24% | 1.16% | 286 | -3,046 | -7.88% | Q1 2026 | Apr 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 35,381 | 1,862 | 0.09% | 0.11% | 287 | -13,056 | -26.95% | Q1 2026 | Apr 28, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 35,318 | 1,859 | 0.14% | 0.1% | 288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 35,295 | 1,857 | 0.01% | 0.01% | 289 | +15,925 | 82.21% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 35,103 | 1,847 | 0.03% | 0.02% | 290 | +6,436 | 22.45% | Q1 2026 | May 15, 2026 |
| HFG Wealth Management, LLC | History | Added to | 35,049 | 1,844 | 1.01% | 0.9% | 291 | +225 | 0.65% | Q1 2026 | Apr 22, 2026 |
| 71 West Capital Partners | History | No change | 34,908 | 1,837 | 0.08% | 0.08% | 292 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 34,736 | 1,828 | 0.21% | 0.19% | 293 | +456 | 1.33% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 34,519 | 1,817 | 0.0% | 0.0% | 294 | +299 | 0.87% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 34,258 | 1,803 | 0.0% | 0.0% | 295 | +2,344 | 7.34% | Q1 2026 | May 14, 2026 |
| Collar Capital Management, LLC | History | Added to | 34,253 | 1,803 | 1.17% | 1.07% | 296 | +274 | 0.81% | Q1 2026 | May 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 34,238 | 1,802 | 0.67% | — | 298 | +34,238 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 34,238 | 1,802 | 0.67% | 0.6% | 297 | +1,385 | 4.22% | Q1 2026 | Apr 23, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 33,939 | 1,786 | 0.11% | 0.1% | 299 | -550 | -1.59% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 37,917 | 1,782 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |