VanEck ETF Trust - ANGL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 18,198,661 | 522,665 | 0.04% | 0.04% | 1 | -1,655,599 | -8.34% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,921,730 | 141,352 | 0.04% | 0.04% | 2 | +532,031 | 12.12% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,805,592 | 109,296 | 1.6% | 1.64% | 3 | +147,613 | 4.04% | Q1 2026 | Apr 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,770,327 | 108,283 | 0.01% | 0.0% | 4 | +1,201,769 | 46.79% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 3,485,369 | 100,099 | 0.14% | 0.14% | 5 | +150,586 | 4.52% | Q1 2026 | May 15, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 2,587,512 | 76,045 | 7.85% | 7.85% | 6 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,300,693 | 66,075 | 0.01% | 0.01% | 7 | +340,029 | 17.34% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,436,222 | 41,248 | 0.01% | 0.01% | 8 | -6,846 | -0.47% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,300,339 | 37,342 | 0.01% | 0.01% | 9 | +131,174 | 11.22% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 1,287,944 | 36,989 | 0.03% | 0.03% | 10 | +44,723 | 3.6% | Q1 2026 | May 14, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 1,244,430 | 35,740 | 1.95% | 2.12% | 11 | -150,000 | -10.76% | Q1 2026 | May 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 893,145 | 26,227 | 0.01% | 0.01% | 12 | -73,870 | -7.64% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 794,294 | 22,812 | 0.49% | 0.51% | 13 | +12,384 | 1.58% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 787,026 | 22,603 | 0.18% | 0.01% | 14 | +760,132 | 2826.4% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 731,693 | 21,014 | 0.01% | 0.01% | 15 | -11,086 | -1.49% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 688,836 | 19,783 | 0.38% | 0.39% | 16 | +17,466 | 2.6% | Q1 2026 | Apr 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 669,176 | 19,218 | 2.16% | 2.11% | 17 | +53,633 | 8.71% | Q1 2026 | Apr 07, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 562,071 | 16,530 | 1.51% | 1.51% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 570,612 | 16,387 | 0.0% | 0.0% | 19 | +430,512 | 307.29% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 551,275 | 15,832 | 0.07% | 0.07% | 20 | -55,791 | -9.19% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 549,395 | 15,778 | 2.0% | 1.91% | 21 | +21,188 | 4.01% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 546,182 | 15,686 | 0.02% | 0.02% | 22 | -4,312 | -0.78% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 521,010 | 14,963 | 0.0% | 0.0% | 23 | +17,666 | 3.51% | Q1 2026 | May 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 504,477 | 14,488 | 0.11% | 0.1% | 24 | +33,670 | 7.15% | Q1 2026 | May 15, 2026 |
| American Financial Advisors, LLC | History | Reduced | 493,740 | 14,180 | 1.89% | 1.89% | 25 | -3,990 | -0.8% | Q1 2026 | May 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 492,846 | 14,154 | 3.9% | 3.79% | 26 | +25,448 | 5.44% | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | Added to | 480,849 | 13,809 | 0.01% | 0.01% | 27 | +36,662 | 8.25% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 472,830 | 13,579 | 0.17% | 0.2% | 28 | +16,222 | 3.55% | Q1 2026 | May 15, 2026 |
| Pioneer Family Office, LLC | History | Reduced | 454,099 | 13,039 | 8.38% | 9.15% | 29 | -7,055 | -1.53% | Q1 2026 | May 13, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 433,748 | 12,457 | 8.47% | — | 30 | +433,748 | New | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 433,373 | 12,446 | 0.03% | 0.0% | 31 | +408,373 | 1633.49% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 430,246 | 12,356 | 0.05% | 0.05% | 32 | +28,310 | 7.04% | Q1 2026 | May 14, 2026 |
| GFS Advisors, LLC | History | Added to | 109,141 | 12,048 | 1.54% | 0.09% | 33 | +84,709 | 346.71% | Q1 2026 | Apr 30, 2026 |
| Janney Capital Management LLC | History | No change | 408,708 | 12,002 | 0.75% | 0.75% | 34 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 397,154 | 11,406 | 1.25% | 1.33% | 35 | +4,879 | 1.24% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 394,383 | 11,204 | 0.01% | 0.01% | 36 | +21,478 | 5.76% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 371,596 | 10,672 | 0.01% | 0.01% | 37 | -584 | -0.16% | Q1 2026 | May 12, 2026 |
| Melone Private Wealth, LLC | History | Added to | 360,610 | 10,356 | 4.23% | 4.4% | 38 | +7,685 | 2.18% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 324,896 | 9,360 | 0.02% | 0.02% | 39 | -89,178 | -21.54% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 325,035 | 9,335 | 0.12% | 0.08% | 40 | +108,748 | 50.28% | Q1 2026 | Apr 20, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 312,057 | 8,962 | 0.25% | 0.24% | 41 | +15,525 | 5.24% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 309,270 | 8,882 | 0.02% | 0.02% | 42 | +5,120 | 1.68% | Q1 2026 | May 04, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 305,273 | 8,737 | 1.16% | 1.17% | 43 | +8,157 | 2.75% | Q1 2026 | Apr 30, 2026 |
| Ancora Advisors LLC | History | Added to | 297,617 | 8,547 | 0.18% | 0.17% | 44 | +24,540 | 8.99% | Q1 2026 | May 15, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 283,797 | 8,150 | 6.85% | 7.23% | 45 | -14,473 | -4.85% | Q1 2026 | May 15, 2026 |
| Graney & King, LLC | History | Added to | 280,762 | 8,063 | 4.35% | 4.56% | 46 | +15,251 | 5.74% | Q1 2026 | May 18, 2026 |
| WRAPMANAGER INC | History | Added to | 273,636 | 7,858 | 2.73% | 2.2% | 47 | +51,900 | 23.41% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 249,999 | 7,179 | 0.0% | — | 48 | +249,999 | New | Q1 2026 | May 12, 2026 |
| ALLIANZ SE | History | No change | 248,042 | 7,123 | 0.08% | 0.09% | 49 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Emissary Wealth LLC | History | Added to | 244,897 | 7,033 | 6.59% | 5.71% | 50 | +13,488 | 5.83% | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | New | 243,349 | 6,988 | 0.01% | — | 51 | +243,349 | New | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 232,375 | 6,823 | 0.44% | 0.44% | 52 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 236,084 | 6,780 | 1.67% | 1.58% | 53 | +19,184 | 8.84% | Q1 2026 | Apr 22, 2026 |
| CONNING INC. | History | Added to | 233,570 | 6,708 | 0.22% | 0.1% | 54 | +136,303 | 140.13% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 224,309 | 6,442 | 0.02% | 0.02% | 55 | -4,071 | -1.78% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 223,248 | 6,411 | 0.06% | 0.06% | 56 | +4,438 | 2.03% | Q1 2026 | May 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 208,220 | 5,980 | 0.33% | 0.33% | 57 | +8,046 | 4.02% | Q1 2026 | Apr 30, 2026 |
| Napier Financial, LLC | History | Reduced | 203,245 | 5,837 | 1.34% | 1.49% | 58 | -9 | -0.0% | Q1 2026 | May 05, 2026 |
| Plan Group Financial, LLC | History | Added to | 200,613 | 5,761 | 1.35% | 1.42% | 59 | +14,725 | 7.92% | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | Added to | 198,572 | 5,702 | 0.37% | 0.37% | 60 | +191,303 | 2631.77% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 197,981 | 5,686 | 0.03% | 0.09% | 61 | -340,234 | -63.22% | Q1 2026 | May 13, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 194,664 | 5,590 | 1.75% | 5.25% | 62 | -375,038 | -65.83% | Q1 2026 | Apr 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 191,770 | 5,507 | 0.03% | 0.02% | 63 | +43,749 | 29.56% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 187,603 | 5,331 | 0.0% | 0.0% | 64 | +15,850 | 9.23% | Q1 2026 | May 13, 2026 |
| Eddie Patel Inc | History | New | 183,083 | 5,258 | 4.04% | — | 65 | +183,083 | New | Q1 2026 | May 11, 2026 |
| Allianz Asset Management GmbH | History | No change | 182,379 | 5,237 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 180,828 | 5,193 | 0.0% | 0.0% | 67 | +9,485 | 5.54% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 177,783 | 5,105 | 0.03% | 0.03% | 68 | -3,648 | -2.01% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 175,269 | 5,033 | 0.01% | 0.01% | 69 | -101,534 | -36.68% | Q1 2026 | Apr 27, 2026 |
| Echo45 Advisors LLC | History | Added to | 162,413 | 4,664 | 2.62% | 2.6% | 70 | +7,215 | 4.65% | Q1 2026 | Apr 20, 2026 |
| Family Legacy, Inc. | History | Added to | 161,241 | 4,630 | 1.39% | 1.38% | 71 | +4,413 | 2.81% | Q1 2026 | May 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 155,455 | 4,464 | 0.46% | 0.49% | 72 | +2,939 | 1.93% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 150,778 | 4,330 | 0.0% | 0.0% | 73 | -6,593 | -4.19% | Q1 2026 | May 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 149,346 | 4,289 | 0.3% | 0.31% | 74 | -94 | -0.06% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 145,600 | 4,181 | 0.06% | 0.06% | 75 | +12,678 | 9.54% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 143,914 | 4,133 | 0.37% | 0.5% | 76 | -3,846 | -2.6% | Q1 2026 | May 12, 2026 |
| Hershey Financial Advisers, LLC | History | New | 142,113 | 4,081 | 3.52% | — | 78 | +142,113 | New | Q1 2026 | May 06, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 142,121 | 4,081 | 0.06% | 0.06% | 77 | +9,539 | 7.19% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 136,841 | 3,930 | 0.01% | 0.02% | 79 | -43,116 | -23.96% | Q1 2026 | May 13, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 136,038 | 3,907 | 0.82% | 0.82% | 80 | +3,510 | 2.65% | Q1 2026 | Apr 21, 2026 |
| Stewardship Advisors, LLC | History | Added to | 134,695 | 3,868 | 0.89% | 0.85% | 81 | +10,151 | 8.15% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 125,754 | 3,611 | 0.0% | 0.0% | 82 | +14,528 | 13.06% | Q1 2026 | May 07, 2026 |
| Darrow Company, Inc. | History | Added to | 125,940 | 3,611 | 1.63% | 1.47% | 83 | +14,361 | 12.87% | Q1 2026 | Apr 20, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 125,518 | 3,604 | 0.24% | 0.23% | 84 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 123,157 | 3,537 | 0.0% | 0.0% | 85 | +917 | 0.75% | Q1 2026 | May 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | New | 120,601 | 3,463 | 0.73% | — | 86 | +120,601 | New | Q1 2026 | May 05, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 119,422 | 3,429 | 2.26% | 2.35% | 87 | -967 | -0.8% | Q1 2026 | Apr 09, 2026 |
| Performa Ltd (US), LLC | History | No change | 119,217 | 3,423 | 0.77% | 0.89% | 88 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Accel Wealth Management | History | Reduced | 117,895 | 3,385 | 0.88% | 0.99% | 89 | -6,016 | -4.86% | Q1 2026 | Apr 08, 2026 |
| Triton Financial Group Inc | History | Added to | 114,978 | 3,340 | 5.82% | 1.17% | 90 | +54,936 | 91.5% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 115,988 | 3,331 | 0.0% | 0.0% | 91 | +6,077 | 5.53% | Q1 2026 | May 11, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 113,524 | 3,275 | 1.67% | 1.63% | 92 | +4,970 | 4.58% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 111,857 | 3,212 | 0.01% | 0.01% | 93 | +2,057 | 1.87% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 111,729 | 3,209 | 0.01% | 0.01% | 94 | -2,527 | -2.21% | Q1 2026 | May 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 111,709 | 3,208 | 1.12% | 1.48% | 95 | -27,937 | -20.01% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 109,603 | 3,147 | 0.07% | 0.07% | 96 | +9,598 | 9.6% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 108,422 | 3,113 | 0.04% | 0.09% | 97 | -82,629 | -43.25% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 103,688 | 2,977 | 0.01% | 0.01% | 98 | -13,943 | -11.85% | Q1 2026 | May 05, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 99,743 | 2,864 | 0.02% | 0.02% | 99 | +210 | 0.21% | Q1 2026 | Apr 14, 2026 |
| Kingsview Wealth Management, LLC | History | New | 96,857 | 2,781 | 0.04% | — | 100 | +96,857 | New | Q1 2026 | May 12, 2026 |
| Financial Partners Group, Inc | History | Reduced | 90,870 | 2,609 | 0.31% | 0.33% | 101 | -5,840 | -6.04% | Q1 2026 | Apr 10, 2026 |
| Sigma Planning Corp | History | Added to | 90,777 | 2,607 | 0.07% | 0.07% | 102 | +4,021 | 4.63% | Q1 2026 | May 04, 2026 |
| SFAM, LLC | History | Added to | 89,011 | 2,556 | 2.37% | 2.31% | 103 | +3,001 | 3.49% | Q1 2026 | May 04, 2026 |
| Dougherty & Associates, LLC | History | Added to | 88,714 | 2,547 | 2.34% | 1.97% | 104 | +13,542 | 18.01% | Q1 2026 | Apr 21, 2026 |
| AGF MANAGEMENT LTD | History | No change | 87,500 | 2,513 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 85,907 | 2,467 | 1.25% | 1.33% | 106 | +8,936 | 11.61% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 83,493 | 2,397 | 0.06% | 0.07% | 107 | +10,967 | 15.12% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 83,442 | 2,396 | 0.11% | 0.1% | 108 | +10,852 | 14.95% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 83,515 | 2,373 | 0.09% | 0.08% | 109 | +10,341 | 14.13% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 82,194 | 2,360 | 0.03% | 0.03% | 110 | -10,401 | -11.23% | Q1 2026 | Apr 20, 2026 |
| Ducere Wealth Management LLC | History | Added to | 80,046 | 2,298 | 0.91% | 0.27% | 112 | +55,859 | 230.95% | Q1 2026 | May 11, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 80,020 | 2,298 | 1.5% | 1.49% | 111 | +1,328 | 1.69% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 77,978 | 2,239 | 0.14% | 0.14% | 113 | +3,443 | 4.62% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Reduced | 77,320 | 2,223 | 0.01% | 0.01% | 114 | -13,709 | -15.06% | Q1 2026 | May 15, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 75,090 | 2,156 | 0.25% | 0.21% | 115 | +9,873 | 15.14% | Q1 2026 | Apr 17, 2026 |
| Vavra Capital Management, LLC | History | Reduced | 74,428 | 2,137 | 2.08% | 2.35% | 116 | -7,224 | -8.85% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 72,843 | 2,092 | 0.0% | 0.02% | 117 | -276,950 | -79.18% | Q1 2026 | May 01, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 72,283 | 2,075 | 1.35% | 1.39% | 118 | +5,581 | 8.37% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 71,688 | 2,058 | 0.03% | 0.02% | 119 | +36,240 | 102.23% | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 68,802 | 1,976 | 0.05% | 0.05% | 120 | +1,319 | 1.95% | Q1 2026 | May 11, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 66,953 | 1,966 | 0.52% | 0.52% | 121 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 67,001 | 1,924 | 0.09% | 0.08% | 122 | +9,470 | 16.46% | Q1 2026 | Apr 27, 2026 |
| Breakwater Capital Group | History | Added to | 65,593 | 1,883 | 0.25% | 0.26% | 123 | +3,031 | 4.84% | Q1 2026 | Apr 20, 2026 |
| Trilogy Capital Inc. | History | Reduced | 62,300 | 1,789 | 0.08% | 0.09% | 124 | -2,765 | -4.25% | Q1 2026 | Apr 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 61,369 | 1,762 | 0.41% | 0.45% | 125 | -2,279 | -3.58% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 59,432 | 1,706 | 0.09% | 0.08% | 126 | +5,790 | 10.79% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Reduced | 57,889 | 1,662 | 0.01% | 0.01% | 127 | -860 | -1.46% | Q1 2026 | May 15, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 54,871 | 1,575 | 2.47% | 3.02% | 128 | -7,050 | -11.39% | Q1 2026 | May 04, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 54,080 | 1,553 | 1.05% | 1.03% | 129 | +1,473 | 2.8% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 54,056 | 1,552 | 0.02% | 0.02% | 130 | -2,075 | -3.7% | Q1 2026 | Apr 23, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 53,575 | 1,538 | 0.05% | 0.08% | 131 | -32,838 | -38.0% | Q1 2026 | May 13, 2026 |
| Creekside Partners | History | Added to | 52,867 | 1,518 | 0.63% | 0.58% | 132 | +6,280 | 13.48% | Q1 2026 | Apr 21, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 52,612 | 1,511 | 0.43% | 0.41% | 133 | +1,574 | 3.08% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 50,367 | 1,446 | 0.04% | 0.05% | 134 | -962 | -1.87% | Q1 2026 | Apr 09, 2026 |
| Global Endowment Management, LP | History | No change | 50,000 | 1,436 | 0.16% | 0.18% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 47,795 | 1,372 | 0.01% | 0.01% | 136 | +32,754 | 217.76% | Q1 2026 | May 12, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 45,972 | 1,320 | 0.33% | 0.35% | 137 | -956 | -2.04% | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Added to | 45,952 | 1,319 | 0.02% | 0.01% | 138 | +35,305 | 331.6% | Q1 2026 | Apr 17, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 45,062 | 1,294 | 0.6% | 0.67% | 139 | -5,183 | -10.32% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 44,412 | 1,275 | 0.01% | 0.01% | 140 | +5,474 | 14.06% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 43,494 | 1,249 | 0.0% | 0.0% | 141 | -6,245 | -12.56% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 43,088 | 1,237 | 0.02% | 0.02% | 142 | -145 | -0.34% | Q1 2026 | May 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 41,842 | 1,201 | 0.0% | 0.0% | 143 | +29,697 | 244.52% | Q1 2026 | May 05, 2026 |
| Paller Financial Services Inc | History | Reduced | 41,563 | 1,193 | 0.99% | 1.02% | 144 | -1,750 | -4.04% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 41,538 | 1,192 | 0.01% | 0.01% | 145 | +555 | 1.35% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 41,433 | 1,189 | 0.0% | 0.01% | 146 | -686 | -1.63% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 41,257 | 1,184 | 0.01% | 0.01% | 147 | -479 | -1.15% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 40,584 | 1,165 | 0.62% | 0.64% | 148 | +1,264 | 3.21% | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | Reduced | 40,273 | 1,156 | 0.0% | 0.0% | 149 | -3,375 | -7.73% | Q1 2026 | May 13, 2026 |
| Smart Money Group LLC | History | Added to | 37,003 | 1,062 | 0.31% | 0.18% | 150 | +15,557 | 72.54% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 36,189 | 1,039 | 0.01% | 0.01% | 151 | -3,917 | -9.77% | Q1 2026 | Apr 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 35,786 | 1,027 | 0.1% | 0.1% | 152 | +1,635 | 4.79% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 34,787 | 999 | 0.01% | 0.01% | 153 | -256 | -0.73% | Q1 2026 | Apr 28, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 34,772 | 998 | 0.64% | 0.68% | 154 | +1 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 31,615 | 907 | 0.1% | 0.1% | 155 | +1,020 | 3.33% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | New | 31,027 | 891 | 0.01% | — | 156 | +31,027 | New | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 30,792 | 884 | 0.02% | 0.02% | 157 | +1,317 | 4.47% | Q1 2026 | May 04, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 29,974 | 880 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 30,537 | 877 | 0.0% | — | 159 | +30,537 | New | Q1 2026 | May 14, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 30,350 | 871 | 0.58% | 0.59% | 160 | -50 | -0.16% | Q1 2026 | May 18, 2026 |
| Transcendent Capital Group LLC | History | No change | 29,877 | 858 | 0.39% | 0.4% | 161 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 29,212 | 838 | 0.0% | 0.0% | 162 | -19,107 | -39.54% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 27,841 | 799 | 0.02% | 0.02% | 163 | -1,014 | -3.51% | Q1 2026 | Apr 13, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 27,810 | 798 | 0.27% | 0.34% | 164 | +278 | 1.01% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 27,188 | 780 | 0.02% | — | 165 | +27,188 | New | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 26,161 | 751 | 0.04% | 0.04% | 166 | +243 | 0.94% | Q1 2026 | May 13, 2026 |
| Quartz Partners, LLC | History | No change | 22,794 | 654 | 0.25% | 0.25% | 167 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 22,495 | 646 | 0.17% | 0.16% | 168 | -406 | -1.77% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 21,906 | 629 | 0.01% | 0.01% | 169 | +2,566 | 13.27% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 21,359 | 625 | 0.04% | 0.06% | 170 | -8,119 | -27.54% | Q1 2026 | Apr 22, 2026 |
| Ascent Advisors, LLC | History | New | 4,597 | 612 | 1.12% | — | 171 | +4,597 | New | Q1 2026 | Apr 29, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 21,163 | 607 | 0.31% | 0.29% | 172 | +6,391 | 43.26% | Q1 2026 | Apr 30, 2026 |
| BCS Wealth Management | History | Reduced | 20,581 | 591 | 0.12% | 0.12% | 173 | -20,579 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 20,066 | 576 | 0.06% | 0.04% | 174 | +7,236 | 56.4% | Q1 2026 | Apr 24, 2026 |
| Engineers Gate Manager LP | History | Reduced | 19,901 | 571 | 0.01% | 0.01% | 175 | -12,953 | -39.43% | Q1 2026 | May 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 19,276 | 553 | 0.24% | 0.23% | 176 | +1,028 | 5.63% | Q1 2026 | Apr 20, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 19,049 | 547 | 0.04% | 0.06% | 177 | -14,048 | -42.44% | Q1 2026 | May 20, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Added to | 18,819 | 540 | 0.34% | 0.33% | 178 | +3,768 | 25.03% | Q1 2026 | Apr 02, 2026 |
| SMITH, MOORE & CO. | History | No change | 18,793 | 539 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 18,597 | 534 | 0.15% | 0.16% | 180 | -793 | -4.09% | Q1 2026 | May 07, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 18,466 | 530 | 0.06% | 0.06% | 181 | +1,459 | 8.58% | Q1 2026 | May 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 18,318 | 526 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 17,870 | 523 | 0.15% | 0.17% | 183 | -135 | -0.75% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Reduced | 17,528 | 503 | 0.01% | 0.01% | 184 | -758 | -4.15% | Q1 2026 | May 05, 2026 |
| Essex LLC | History | Reduced | 17,458 | 501 | 0.09% | 0.12% | 186 | -5,331 | -23.39% | Q1 2026 | Apr 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 17,472 | 501 | 0.02% | 0.02% | 185 | -2,714 | -13.44% | Q1 2026 | May 14, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 17,397 | 499 | 0.12% | 0.12% | 187 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 16,960 | 487 | 0.43% | 0.35% | 188 | +588 | 3.59% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 16,944 | 486 | 0.0% | 0.0% | 189 | -1,182 | -6.52% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 67,539 | 476 | 0.02% | 0.01% | 190 | -12,887 | -16.02% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 16,229 | 466 | 0.02% | 0.03% | 191 | -7,845 | -32.59% | Q1 2026 | Apr 30, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 15,223 | 437 | 0.05% | 0.05% | 192 | +72 | 0.48% | Q1 2026 | Apr 15, 2026 |
| David J Yvars Group | History | Reduced | 15,077 | 432 | 0.24% | 0.29% | 193 | -3,312 | -18.01% | Q1 2026 | Apr 08, 2026 |
| Kaizen Financial Strategies | History | Added to | 14,766 | 432 | 0.18% | 0.18% | 194 | +642 | 4.55% | Q1 2026 | May 01, 2026 |
| Nicholas Wealth, LLC. | History | New | 14,716 | 422 | 0.29% | — | 195 | +14,716 | New | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 14,657 | 421 | 0.02% | — | 196 | +14,657 | New | Q1 2026 | May 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 14,543 | 417 | 0.0% | — | 197 | +14,543 | New | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 13,576 | 389 | 0.02% | 0.02% | 198 | -963 | -6.62% | Q1 2026 | Apr 20, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 13,558 | 389 | 0.2% | 0.22% | 199 | -500 | -3.56% | Q1 2026 | May 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 13,466 | 386 | 0.04% | 0.44% | 200 | -141,713 | -91.32% | Q1 2026 | Apr 10, 2026 |
| Alteri Wealth LLC | History | Added to | 13,072 | 375 | 0.12% | 0.11% | 201 | +1,162 | 9.76% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 13,042 | 374 | 0.0% | 0.0% | 202 | +4,554 | 53.65% | Q1 2026 | May 13, 2026 |
| Autumn Glory Partners, LLC | History | No change | 13,046 | 374 | 0.14% | 0.13% | 203 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,985 | 372 | 0.01% | 0.01% | 204 | +2,998 | 30.02% | Q1 2026 | Apr 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 12,410 | 356 | 0.01% | 0.05% | 205 | -58,442 | -82.48% | Q1 2026 | May 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 12,256 | 351 | 0.05% | 0.07% | 206 | -15,478 | -55.81% | Q1 2026 | Apr 24, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 12,110 | 347 | 0.0% | 0.0% | 207 | -52 | -0.43% | Q1 2026 | May 11, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 12,110 | 347 | 0.06% | 0.07% | 208 | +21 | 0.17% | Q1 2026 | Apr 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 12,078 | 346 | 0.04% | 0.03% | 210 | +1,243 | 11.47% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 12,069 | 346 | 0.0% | 0.0% | 209 | +575 | 5.0% | Q1 2026 | May 15, 2026 |
| Applied Capital LLC | History | Added to | 11,990 | 344 | 0.13% | 0.11% | 211 | +2,065 | 20.81% | Q1 2026 | Apr 22, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 11,951 | 343 | 0.21% | 0.16% | 212 | +2,927 | 32.44% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 11,772 | 342 | 0.05% | 0.06% | 213 | -1,624 | -12.12% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 11,726 | 336 | 0.0% | 0.0% | 214 | +6,340 | 117.71% | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | New | 11,675 | 335 | 0.08% | — | 215 | +11,675 | New | Q1 2026 | May 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 11,243 | 328 | 0.02% | 0.02% | 216 | -573 | -4.85% | Q1 2026 | Apr 17, 2026 |
| PFG Investments, LLC | History | Added to | 11,266 | 323 | 0.02% | 0.01% | 217 | +1,103 | 10.85% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 11,223 | 322 | 0.02% | 0.03% | 218 | -7,810 | -41.03% | Q1 2026 | Apr 30, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 11,176 | 320 | 0.17% | 0.17% | 219 | +490 | 4.59% | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,010 | 316 | 0.02% | 0.02% | 220 | +3,914 | 55.16% | Q1 2026 | Apr 22, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 11,074 | 316 | 0.26% | 0.28% | 221 | -300 | -2.64% | Q1 2026 | Apr 08, 2026 |
| MATHER GROUP, LLC. | History | No change | 10,902 | 313 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 10,591 | 311 | 0.39% | — | 223 | +10,591 | New | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 10,819 | 310 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OneAscent Financial Services LLC | History | New | 10,720 | 307 | 0.02% | — | 225 | +10,720 | New | Q1 2026 | Apr 21, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 10,482 | 301 | 0.0% | 0.0% | 226 | -8,886 | -45.88% | Q1 2026 | May 15, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 10,369 | 298 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORTON COMMUNITY BANK | History | No change | 10,369 | 297 | 0.06% | 0.07% | 228 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 10,317 | 296 | 0.2% | 0.22% | 229 | +94 | 0.92% | Q1 2026 | Apr 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 10,000 | 287 | 0.02% | 0.02% | 230 | +161 | 1.64% | Q1 2026 | Apr 22, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 9,910 | 284 | 0.09% | 0.1% | 231 | -1,379 | -12.22% | Q1 2026 | Apr 23, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 8,920 | 256 | 0.16% | 0.17% | 232 | -134 | -1.48% | Q1 2026 | Apr 21, 2026 |
| Global View Capital Management LLC | History | Reduced | 8,788 | 252 | 0.07% | 0.05% | 233 | -762 | -7.98% | Q1 2026 | May 04, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 8,731 | 250 | 0.15% | 0.17% | 234 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | No change | 8,500 | 244 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,145 | 233 | 0.0% | 0.0% | 236 | +5,886 | 260.56% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 8,047 | 231 | 0.01% | 0.01% | 237 | -1,083 | -11.86% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,920 | 227 | 0.0% | 0.0% | 238 | -678 | -7.89% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Added to | 7,777 | 223 | 0.01% | 0.01% | 239 | +28 | 0.36% | Q1 2026 | May 05, 2026 |
| Pointe Capital Management LLC | History | No change | 7,718 | 221 | 0.11% | 0.11% | 240 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Envision Financial Transparency, LLC | History | New | 7,626 | 219 | 0.21% | — | 241 | +7,626 | New | Q1 2026 | May 13, 2026 |
| MY Wealth Management Inc. | History | Added to | 7,477 | 215 | 0.21% | 0.18% | 242 | +369 | 5.19% | Q1 2026 | May 01, 2026 |
| Note Advisors, LLC | History | New | 7,472 | 214 | 0.11% | — | 244 | +7,472 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,463 | 214 | 0.0% | 0.01% | 243 | -259 | -3.35% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Added to | 7,377 | 211 | 0.03% | 0.02% | 245 | +3,185 | 75.98% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 7,294 | 209 | 0.0% | — | 246 | +7,294 | New | Q1 2026 | Apr 07, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 7,220 | 207 | 0.17% | 0.18% | 247 | +1 | 0.01% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,145 | 205 | 0.0% | — | 248 | +7,145 | New | Q1 2026 | May 01, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 7,083 | 203 | 0.08% | 0.08% | 249 | -93 | -1.3% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | New | 7,034 | 202 | 0.01% | — | 250 | +7,034 | New | Q1 2026 | May 14, 2026 |
| Vantus Wealth LLC | History | No change | 6,844 | 200 | 0.15% | 0.15% | 251 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | No change | 6,670 | 195 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 5,287 | 151 | 0.0% | 0.0% | 253 | +43 | 0.82% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 5,079 | 145 | 0.0% | 0.0% | 254 | +4,189 | 470.67% | Q1 2026 | May 15, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 5,016 | 144 | 0.06% | 0.07% | 255 | -524 | -9.46% | Q1 2026 | May 14, 2026 |
| Monetary Solutions, Ltd | History | Added to | 4,662 | 133 | 0.13% | 0.13% | 256 | +9 | 0.19% | Q1 2026 | May 01, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 3,508 | 100 | 0.03% | 0.04% | 257 | -837 | -19.26% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | No change | 3,346 | 96 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | No change | 3,199 | 91 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,001 | 86 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 2,928 | 84 | 0.0% | 0.0% | 261 | -503 | -14.66% | Q1 2026 | May 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 2,459 | 70 | 0.01% | 0.01% | 262 | -8 | -0.32% | Q1 2026 | Apr 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,034 | 58 | 0.01% | 0.03% | 263 | -9,245 | -81.97% | Q1 2026 | Apr 28, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,980 | 56 | 0.02% | 0.02% | 264 | -181 | -8.38% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | No change | 1,802 | 51 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | New | 1,714 | 49 | 0.0% | — | 266 | +1,714 | New | Q1 2026 | May 19, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,555 | 44 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,468 | 42 | 0.04% | 0.19% | 268 | -5,742 | -79.64% | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,280 | 37 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Caitlin John, LLC | History | New | 1,000 | 28 | 0.02% | — | 271 | +1,000 | New | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 963 | 28 | 0.0% | 0.0% | 270 | +8 | 0.84% | Q1 2026 | May 15, 2026 |
| Costello Asset Management, INC | History | Added to | 946 | 27 | 0.01% | 0.01% | 272 | +4 | 0.42% | Q1 2026 | Apr 30, 2026 |
| Horizon Investments, LLC | History | Reduced | 832 | 23 | 0.0% | 0.2% | 273 | -542,643 | -99.85% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | No change | 809 | 23 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Caldwell Trust Co | History | Reduced | 775 | 22 | 0.0% | 0.0% | 275 | -253 | -24.61% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 747 | 21 | 0.0% | 0.0% | 276 | -71 | -8.68% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 690 | 19 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 657 | 18 | 0.0% | — | 280 | +657 | New | Q1 2026 | May 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 634 | 18 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 649 | 18 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 546 | 15 | 0.0% | 0.0% | 282 | +163 | 42.56% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 525 | 15 | 0.0% | 0.0% | 284 | -100 | -16.0% | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 539 | 15 | 0.0% | 0.0% | 283 | +1 | 0.19% | Q1 2026 | Apr 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 556 | 15 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 518 | 14 | 0.0% | 0.0% | 285 | +473 | 1051.11% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 489 | 14 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 420 | 12 | 0.0% | — | 288 | +420 | New | Q1 2026 | Apr 16, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 449 | 12 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Reduced | 382 | 11 | 0.0% | 0.0% | 290 | -3 | -0.78% | Q1 2026 | Apr 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 406 | 11 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 368 | 10 | 0.0% | 0.0% | 291 | +24 | 6.98% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 321 | 9 | 0.0% | 0.0% | 293 | -377 | -54.01% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 324 | 9 | 0.0% | 0.0% | 292 | +3 | 0.93% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 290 | 8 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Arlington Trust Co LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 251 | 7 | 0.0% | 0.0% | 296 | -1,218 | -82.91% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | New | 267 | 7 | 0.0% | — | 297 | +267 | New | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 232 | 6 | 0.0% | 0.0% | 298 | -258 | -52.65% | Q1 2026 | Apr 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 237 | 6 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 195 | 5 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |