ARES CAPITAL CORP - ARCC
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 | Reduced | 16,354,360 | 294,705 | 0.02% | 0.02% | 1 | -1,204,221 | -6.86% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 14,339,891 | 258,404 | 0.04% | 0.04% | 2 | +3,137,986 | 28.01% | Q1 2026 | May 05, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 10,887,111 | 196,185 | 0.15% | 0.21% | 3 | -1,786,468 | -14.1% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | New | 10,500,000 | 189,210 | 0.75% | — | 4 | +10,500,000 | New | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,135,454 | 164,620 | 0.01% | 0.01% | 5 | +1,259,230 | 15.99% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,694,550 | 136,501 | 0.01% | 0.01% | 6 | -121,395 | -1.55% | Q1 2026 | May 13, 2026 |
| Generali Asset Management SPA SGR | History | Added to | 7,547,995 | 136,014 | 2.84% | 2.09% | 7 | +2,495,876 | 49.4% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 7,306,344 | 131,660 | 0.11% | 0.08% | 8 | +4,338,605 | 146.19% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 5,975,008 | 107,580 | 0.02% | 0.02% | 9 | +566,941 | 10.48% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,486,606 | 80,848 | 0.02% | 0.02% | 10 | +98,969 | 2.26% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,191,362 | 75,528 | 0.01% | 0.03% | 11 | -4,960,601 | -54.2% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,169,757 | 75,139 | 0.01% | 0.01% | 12 | +258,905 | 6.62% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 4,038,185 | 72,768 | 0.02% | 0.02% | 13 | -172,180 | -4.09% | Q1 2026 | May 06, 2026 |
| Advisors Capital Management, LLC | History | Added to | 3,934,406 | 70,898 | 0.83% | 0.85% | 14 | +367,616 | 10.31% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,775,904 | 68,033 | 0.02% | 0.02% | 15 | -387,074 | -9.3% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,534,933 | 63,699 | 0.07% | 0.05% | 16 | +1,087,875 | 44.46% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,448,614 | 62,140 | 0.02% | 0.02% | 17 | +286,690 | 9.07% | Q1 2026 | May 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 3,435,289 | 61,903 | 0.96% | 1.07% | 18 | -107,483 | -3.03% | Q1 2026 | Apr 01, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 3,121,008 | 56,240 | 0.88% | 0.87% | 19 | +182,651 | 6.22% | Q1 2026 | May 15, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 2,834,469 | 51,077 | 0.33% | 0.34% | 20 | +474,414 | 20.1% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,669,192 | 48,099 | 0.01% | 0.01% | 21 | -345,189 | -11.45% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,638,719 | 47,549 | 0.04% | 0.05% | 22 | +36,714 | 1.41% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,663,571 | 47,225 | 2.28% | 2.59% | 23 | +46,782 | 1.79% | Q1 2026 | Apr 27, 2026 |
| ARES MANAGEMENT LLC | History | Added to | 2,612,475 | 47,076 | 3.1% | 2.6% | 24 | +366,665 | 16.33% | Q1 2026 | May 15, 2026 |
| Allen Investment Management, LLC | History | Reduced | 2,598,482 | 46,824 | 0.58% | 0.69% | 25 | -487,967 | -15.81% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Reduced | 2,446,914 | 44,093 | 0.02% | 0.02% | 26 | -81,050 | -3.21% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 2,396,560 | 43,186 | 0.0% | 0.0% | 27 | -766,465 | -24.23% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,290,796 | 41,280 | 0.07% | 0.08% | 28 | +39,359 | 1.75% | Q1 2026 | May 14, 2026 |
| Progeny 3, Inc. | History | No change | 2,224,728 | 40,089 | 2.14% | 2.42% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Muzinich & Co., Inc. | History | Added to | 2,220,399 | 40,011 | 13.99% | 13.63% | 30 | +77,793 | 3.63% | Q1 2026 | Apr 23, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Added to | 2,200,000 | 39,765 | 0.67% | 0.7% | 31 | +225,000 | 11.39% | Q1 2026 | Apr 22, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,987,725 | 35,818 | 0.02% | 0.01% | 32 | +1,357,458 | 215.38% | Q1 2026 | May 15, 2026 |
| CCLA Investment Management | History | No change | 1,703,144 | 34,454 | 0.55% | 0.55% | 33 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,818,471 | 32,769 | 0.05% | 0.08% | 34 | -753,741 | -29.3% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,783,165 | 32,132 | 0.08% | 0.09% | 35 | +23,007 | 1.31% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,710,333 | 30,820 | 0.01% | 0.01% | 36 | +203,865 | 13.53% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 1,706,211 | 30,745 | 0.02% | 0.02% | 37 | +34,937 | 2.09% | Q1 2026 | Apr 30, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 1,732,516 | 30,364 | 0.16% | — | 38 | +1,732,516 | New | Q1 2026 | May 12, 2026 |
| Altshuler Shaham Ltd | History | No change | 1,650,000 | 29,733 | 0.54% | 0.51% | 39 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,575,250 | 28,386 | 0.46% | 0.51% | 40 | +6,881 | 0.44% | Q1 2026 | Apr 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 1,445,280 | 26,128 | 0.05% | 0.05% | 41 | +81,611 | 5.98% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 1,440,000 | 25,948 | 0.05% | 0.01% | 42 | +1,190,000 | 476.0% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,424,860 | 25,675 | 0.03% | 0.03% | 43 | -48,204 | -3.27% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,217,900 | 24,638 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Michael & Susan Dell Foundation | History | Added to | 1,324,362 | 23,865 | 0.84% | 0.9% | 45 | +34,768 | 2.7% | Q1 2026 | May 15, 2026 |
| BRUNI J V & CO /CO | History | Added to | 1,279,040 | 23,048 | 2.41% | 2.54% | 46 | +1,637 | 0.13% | Q1 2026 | May 07, 2026 |
| SPINNAKER TRUST | History | Added to | 1,276,014 | 22,993 | 1.27% | 1.31% | 47 | +65,073 | 5.37% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,200,431 | 21,632 | 0.05% | 0.06% | 48 | +1,505 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 1,140,100 | 21,616 | 0.06% | 0.07% | 49 | -560,000 | -32.94% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 1,183,795 | 21,331 | 0.27% | 0.29% | 50 | +47,535 | 4.18% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Added to | 1,163,561 | 20,967 | 0.02% | 0.02% | 51 | +464,634 | 66.48% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,090,155 | 19,644 | 0.03% | 0.03% | 52 | +15,008 | 1.4% | Q1 2026 | May 14, 2026 |
| SAGE ADVISORS, LLC | History | No change | 955,548 | 19,330 | 12.82% | 12.82% | 53 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,055,150 | 19,013 | 0.31% | 0.07% | 54 | +843,313 | 398.1% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,039,084 | 18,724 | 0.01% | 0.0% | 55 | +236,523 | 29.47% | Q1 2026 | May 04, 2026 |
| Trexquant Investment LP | History | Added to | 1,036,648 | 18,680 | 0.13% | 0.15% | 56 | +204,235 | 24.54% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,029,188 | 18,545 | 0.0% | 0.0% | 57 | -246,079 | -19.3% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 1,001,805 | 18,052 | 0.03% | 0.02% | 58 | +193,169 | 23.89% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 999,415 | 18,009 | 0.05% | 0.06% | 59 | -52,073 | -4.95% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 961,282 | 16,360 | 0.02% | 0.03% | 60 | -229,832 | -19.3% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 866,155 | 15,608 | 0.02% | 0.01% | 61 | +608,618 | 236.32% | Q1 2026 | May 08, 2026 |
| Melia Wealth LLC | History | Added to | 815,892 | 14,702 | 7.12% | 7.58% | 62 | +5,660 | 0.7% | Q1 2026 | May 08, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 807,352 | 14,548 | 0.77% | 0.81% | 63 | +14,767 | 1.86% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 806,521 | 14,533 | 0.02% | 0.01% | 64 | +317,984 | 65.09% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 801,314 | 14,439 | 0.1% | 0.01% | 65 | +718,262 | 864.83% | Q1 2026 | May 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 793,709 | 14,302 | 0.02% | 0.03% | 66 | -214,642 | -21.29% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 765,094 | 13,786 | 0.01% | 0.01% | 67 | -9,627 | -1.24% | Q1 2026 | May 14, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 747,638 | 13,472 | 0.71% | 0.71% | 68 | +85,105 | 12.85% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 722,561 | 13,020 | 0.02% | 0.02% | 69 | -107,413 | -12.94% | Q1 2026 | Apr 27, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 715,985 | 12,902 | 1.02% | 1.11% | 70 | +11,012 | 1.56% | Q1 2026 | May 13, 2026 |
| Naviter Wealth, LLC | History | Added to | 708,827 | 12,773 | 1.6% | 1.66% | 71 | +80,603 | 12.83% | Q1 2026 | Apr 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 686,440 | 12,369 | 0.01% | 0.01% | 72 | -765,280 | -52.72% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Added to | 679,446 | 12,243 | 5.88% | 5.95% | 73 | +615 | 0.09% | Q1 2026 | May 11, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 654,579 | 11,795 | 0.51% | 0.52% | 74 | +41,208 | 6.72% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 647,572 | 11,669 | 0.01% | 0.01% | 75 | -426,249 | -39.69% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 645,908 | 11,639 | 0.07% | 0.08% | 76 | +28,206 | 4.57% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 632,530 | 11,394 | 0.03% | 0.04% | 77 | +15,570 | 2.52% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 611,820 | 11,024 | 0.0% | 0.0% | 78 | -229,738 | -27.3% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 575,626 | 10,994 | 0.25% | 0.29% | 79 | -15 | -0.0% | Q1 2026 | May 04, 2026 |
| LGT Group Foundation | History | Added to | 609,697 | 10,986 | 0.13% | 0.11% | 80 | +91,348 | 17.62% | Q1 2026 | Apr 28, 2026 |
| Invesco Ltd. | History | Added to | 598,395 | 10,783 | 0.0% | 0.0% | 81 | +155,468 | 35.1% | Q1 2026 | May 12, 2026 |
| Columbus Macro, LLC | History | Added to | 579,667 | 10,445 | 1.12% | 1.23% | 82 | +24,863 | 4.48% | Q1 2026 | Apr 21, 2026 |
| HBK INVESTMENTS L P | History | Reduced | 566,400 | 10,206 | 0.1% | 0.11% | 83 | -133,600 | -19.09% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 544,100 | 9,805 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 467,328 | 9,454 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bell Bank | History | Reduced | 517,344 | 9,322 | 0.4% | 0.46% | 86 | -17,242 | -3.23% | Q1 2026 | Apr 23, 2026 |
| STATE STREET CORP | History | Added to | 483,108 | 8,705 | 0.0% | 0.0% | 87 | +33,763 | 7.51% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 469,301 | 8,456 | 0.1% | 0.12% | 88 | +48,160 | 11.44% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Added to | 459,845 | 8,286 | 0.03% | 0.03% | 89 | +70,079 | 17.98% | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 442,872 | 7,980 | 0.01% | — | 90 | +442,872 | New | Q1 2026 | May 12, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 442,156 | 7,967 | 1.03% | 1.27% | 91 | -59,198 | -11.81% | Q1 2026 | May 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 440,185 | 7,932 | 0.13% | 0.15% | 92 | +9,514 | 2.21% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 436,676 | 7,868 | 0.02% | 0.01% | 93 | +204,209 | 87.84% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 435,062 | 7,839 | 0.04% | 0.04% | 94 | +178,130 | 69.33% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 430,105 | 7,750 | 0.04% | 0.05% | 95 | -61,482 | -12.51% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 416,987 | 7,514 | 0.15% | 0.17% | 96 | +458 | 0.11% | Q1 2026 | May 14, 2026 |
| LGT Fund Management Co Ltd. | History | New | 412,481 | 7,432 | 0.32% | — | 97 | +412,481 | New | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 407,399 | 7,351 | 0.04% | 0.04% | 98 | +25,261 | 6.61% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 398,372 | 7,178 | 0.05% | 0.05% | 99 | +115,864 | 41.01% | Q1 2026 | Apr 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | New | 391,347 | 7,052 | 0.41% | — | 100 | +391,347 | New | Q1 2026 | May 15, 2026 |
| one8zero8, LLC | History | Added to | 387,001 | 6,973 | 1.55% | 1.65% | 101 | +12,029 | 3.21% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 386,705 | 6,968 | 0.03% | 0.04% | 102 | -56,211 | -12.69% | Q1 2026 | Apr 30, 2026 |
| Bayview Asset Management, LLC | History | Reduced | 385,258 | 6,942 | 2.67% | 2.67% | 103 | -184,774 | -32.41% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 380,441 | 6,855 | 0.12% | 0.12% | 104 | +15,706 | 4.31% | Q1 2026 | May 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 378,669 | 6,823 | 0.01% | 0.01% | 105 | +66,329 | 21.24% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 377,611 | 6,804 | 0.76% | 0.88% | 106 | -14,818 | -3.78% | Q1 2026 | May 08, 2026 |
| SCS Capital Management LLC | History | Reduced | 371,371 | 6,692 | 0.07% | 0.1% | 107 | -82,315 | -18.14% | Q1 2026 | May 11, 2026 |
| Carnegie Investment Counsel | History | Reduced | 365,723 | 6,590 | 0.13% | 0.15% | 108 | -43,812 | -10.7% | Q1 2026 | May 01, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 365,137 | 6,579 | 0.22% | 0.33% | 109 | -186,649 | -33.83% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 363,846 | 6,556 | 0.74% | 0.84% | 110 | -2,061 | -0.56% | Q1 2026 | Apr 21, 2026 |
| Enstar Group LTD | History | Added to | 363,351 | 6,547 | 3.01% | 2.78% | 111 | +8,396 | 2.37% | Q1 2026 | May 15, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Reduced | 360,970 | 6,504 | 0.31% | 0.35% | 112 | -12,088 | -3.24% | Q1 2026 | May 12, 2026 |
| PEAK6 LLC | History | New | 360,200 | 6,490 | 0.02% | — | 113 | +360,200 | New | Q1 2026 | May 13, 2026 |
| SFMG, LLC | History | Reduced | 352,188 | 6,346 | 0.43% | 0.49% | 114 | -12,704 | -3.48% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 350,765 | 6,320 | 0.06% | 0.09% | 115 | +4,778 | 1.38% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 346,554 | 6,244 | 0.13% | 0.15% | 116 | +3,379 | 0.98% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 345,557 | 6,226 | 0.01% | 0.01% | 117 | +150,043 | 76.74% | Q1 2026 | May 14, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 344,279 | 6,203 | 5.32% | 5.26% | 118 | +29,081 | 9.23% | Q1 2026 | May 14, 2026 |
| Prairiewood Capital, LLC | History | Added to | 341,678 | 6,157 | 1.78% | 1.9% | 119 | +38,396 | 12.66% | Q1 2026 | Apr 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 339,619 | 6,119 | 0.03% | 0.03% | 120 | +6,839 | 2.06% | Q1 2026 | Apr 24, 2026 |
| Trinity Financial Advisors LLC | History | New | 338,391 | 6,097 | 1.74% | — | 121 | +338,391 | New | Q1 2026 | Apr 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 335,900 | 6,052 | 0.0% | 0.0% | 122 | -481,933 | -58.93% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 335,685 | 6,049 | 0.07% | 0.09% | 123 | -11,572 | -3.33% | Q1 2026 | May 11, 2026 |
| Blume Capital Management, Inc. | History | Added to | 331,490 | 5,973 | 1.02% | 0.0% | 124 | +330,790 | 47255.71% | Q1 2026 | May 01, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 319,326 | 5,754 | 0.29% | — | 125 | +319,326 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 315,183 | 5,605 | 0.39% | 0.43% | 126 | +1,725 | 0.55% | Q1 2026 | May 01, 2026 |
| Baugh & Associates, LLC | History | Added to | 304,122 | 5,480 | 2.37% | 2.11% | 127 | +73,672 | 31.97% | Q1 2026 | Apr 16, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 295,154 | 5,318 | 2.96% | 3.4% | 128 | -15,266 | -4.92% | Q1 2026 | Apr 14, 2026 |
| Sargent Investment Group, LLC | History | Added to | 289,212 | 5,211 | 0.69% | 0.72% | 129 | +6,296 | 2.23% | Q1 2026 | May 11, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 286,452 | 5,161 | 0.24% | 0.38% | 130 | -126,699 | -30.67% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Reduced | 279,112 | 5,029 | 0.0% | 0.01% | 131 | -66,577 | -19.26% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 278,472 | 5,018 | 0.03% | 0.03% | 132 | +48,439 | 21.06% | Q1 2026 | May 13, 2026 |
| Challenger Wealth Management | History | No change | 245,791 | 4,972 | 3.79% | 3.79% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 273,308 | 4,925 | 0.11% | 0.13% | 134 | -17,920 | -6.15% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 269,136 | 4,849 | 0.19% | 0.29% | 135 | +141,844 | 111.43% | Q1 2026 | May 15, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | Reduced | 267,446 | 4,819 | 0.39% | 0.75% | 136 | -122,516 | -31.42% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | New | 263,956 | 4,756 | 0.01% | — | 137 | +263,956 | New | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 262,394 | 4,728 | 0.1% | 0.12% | 138 | +1,166 | 0.45% | Q1 2026 | May 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 262,319 | 4,726 | 0.59% | — | 139 | +262,319 | New | Q1 2026 | Apr 16, 2026 |
| Mirador Capital Partners LP | History | Added to | 259,288 | 4,672 | 0.66% | 0.7% | 140 | +6,987 | 2.77% | Q1 2026 | Apr 08, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 247,997 | 4,468 | 0.27% | 0.28% | 141 | +6,907 | 2.86% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 240,483 | 4,333 | 0.0% | 0.0% | 142 | +83,841 | 53.52% | Q1 2026 | May 05, 2026 |
| Perennial Advisors, LLC | History | Added to | 236,129 | 4,255 | 0.72% | 0.78% | 143 | +5,204 | 2.25% | Q1 2026 | Apr 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 231,061 | 4,163 | 0.08% | 0.09% | 144 | +2,530 | 1.11% | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 228,982 | 4,126 | 0.26% | 0.22% | 145 | +62,352 | 37.42% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 225,977 | 4,072 | 0.14% | 0.15% | 146 | +18,519 | 8.93% | Q1 2026 | May 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 223,081 | 4,019 | 0.12% | 0.15% | 147 | -34,774 | -13.49% | Q1 2026 | Apr 29, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 219,475 | 3,954 | 0.99% | 0.98% | 148 | +23,200 | 11.82% | Q1 2026 | Apr 17, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 219,373 | 3,953 | 0.33% | 0.38% | 149 | -12,553 | -5.41% | Q1 2026 | May 11, 2026 |
| TICINO WEALTH | History | Added to | 209,448 | 3,921 | 1.36% | 1.0% | 150 | +76,298 | 57.3% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 216,352 | 3,898 | 0.0% | 0.01% | 151 | -3,375 | -1.54% | Q1 2026 | May 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 212,493 | 3,826 | 0.59% | 0.57% | 152 | +37,647 | 21.53% | Q1 2026 | Apr 16, 2026 |
| Truvestments Capital LLC | History | Added to | 212,106 | 3,822 | 0.69% | 0.73% | 153 | +13,680 | 6.89% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 206,323 | 3,717 | 0.28% | 0.32% | 154 | +12,946 | 6.69% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 203,820 | 3,672 | 0.02% | 0.01% | 155 | +66,973 | 48.94% | Q1 2026 | May 14, 2026 |
| M&G Plc | History | No change | 200,000 | 3,600 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | New | 197,428 | 3,557 | 0.26% | — | 157 | +197,428 | New | Q1 2026 | Apr 14, 2026 |
| Avior Wealth Management, LLC | History | New | 195,035 | 3,514 | 0.1% | — | 158 | +195,035 | New | Q1 2026 | Apr 09, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 194,124 | 3,498 | 0.0% | 0.01% | 159 | -38,067 | -16.39% | Q1 2026 | May 15, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 192,164 | 3,462 | 1.29% | 1.06% | 160 | +46,523 | 31.94% | Q1 2026 | Apr 06, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 191,136 | 3,444 | 0.12% | 0.13% | 161 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Family Manage LLC | History | Added to | 188,441 | 3,395 | 0.41% | 0.26% | 162 | +87,298 | 86.31% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 186,373 | 3,358 | 0.03% | 0.03% | 163 | +3,798 | 2.08% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 184,666 | 3,327 | 0.08% | 0.08% | 164 | +16,228 | 9.63% | Q1 2026 | May 12, 2026 |
| Parkwood LLC | History | No change | 178,402 | 3,215 | 0.29% | 0.28% | 165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 174,179 | 3,138 | 0.51% | 0.58% | 166 | +4,628 | 2.73% | Q1 2026 | May 14, 2026 |
| Intellectus Partners, LLC | History | Added to | 171,972 | 3,098 | 0.63% | 0.59% | 167 | +21,584 | 14.35% | Q1 2026 | Apr 10, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 171,134 | 3,083 | 0.01% | 0.01% | 168 | -18,087 | -9.56% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 170,283 | 3,068 | 0.01% | 0.01% | 169 | +11,525 | 7.26% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 168,260 | 3,032 | 0.07% | 0.08% | 170 | +8,983 | 5.64% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 167,997 | 3,027 | 0.08% | 0.07% | 171 | +26,233 | 18.5% | Q1 2026 | Apr 07, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 166,353 | 2,997 | 0.1% | 0.11% | 172 | +893 | 0.54% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | Reduced | 165,466 | 2,981 | 0.03% | 0.09% | 173 | -19,726 | -10.65% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 165,222 | 2,977 | 0.05% | 0.05% | 174 | +34,322 | 26.22% | Q1 2026 | May 18, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Added to | 165,203 | 2,976 | 0.67% | 0.72% | 175 | +358 | 0.22% | Q1 2026 | May 13, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 163,540 | 2,946 | 1.84% | 2.17% | 176 | +9,015 | 5.83% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 144,661 | 2,926 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Curated Wealth Partners LLC | History | Added to | 161,868 | 2,916 | 0.37% | 0.33% | 178 | +8,660 | 5.65% | Q1 2026 | Apr 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 160,789 | 2,908 | 0.01% | 0.01% | 179 | -175,365 | -52.17% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 161,719 | 2,867 | 0.03% | 0.03% | 180 | +23,590 | 17.08% | Q1 2026 | Apr 07, 2026 |
| Sigma Planning Corp | History | Reduced | 158,119 | 2,849 | 0.08% | 0.09% | 181 | -5,358 | -3.28% | Q1 2026 | May 04, 2026 |
| Waterloo Capital, L.P. | History | Added to | 157,677 | 2,841 | 0.2% | 0.23% | 182 | +2,221 | 1.43% | Q1 2026 | May 12, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 157,536 | 2,838 | 1.23% | 1.52% | 183 | -20,316 | -11.42% | Q1 2026 | Apr 20, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 154,845 | 2,790 | 0.16% | 0.17% | 184 | -1,372 | -0.88% | Q1 2026 | May 12, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 154,261 | 2,779 | 0.15% | 0.23% | 185 | -7,864 | -4.85% | Q1 2026 | Apr 15, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 153,204 | 2,761 | 0.23% | 0.28% | 186 | -10,440 | -6.38% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Reduced | 152,800 | 2,753 | 0.0% | 0.01% | 187 | -158,500 | -50.92% | Q1 2026 | May 08, 2026 |
| HB Wealth Management, LLC | History | Reduced | 152,189 | 2,742 | 0.02% | 0.03% | 188 | -59,305 | -28.04% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 151,144 | 2,723 | 0.26% | 0.28% | 189 | +5,201 | 3.56% | Q1 2026 | May 04, 2026 |
| AA Financial Advisors, LLC | History | Added to | 148,428 | 2,674 | 0.38% | 0.24% | 191 | +84,100 | 130.74% | Q1 2026 | Apr 20, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 148,417 | 2,674 | 0.15% | 0.16% | 190 | +3,489 | 2.41% | Q1 2026 | Apr 13, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 144,315 | 2,600 | 0.27% | 0.3% | 192 | -4,804 | -3.22% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 144,164 | 2,597 | 0.0% | 0.0% | 194 | -23,546 | -14.04% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 144,161 | 2,597 | 0.09% | 0.1% | 193 | +4,007 | 2.86% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 143,316 | 2,582 | 0.03% | 0.03% | 195 | +13,776 | 10.63% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 142,360 | 2,565 | 0.04% | 0.03% | 196 | +44,067 | 44.83% | Q1 2026 | Apr 14, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 138,551 | 2,496 | 0.22% | 0.22% | 197 | +11,182 | 8.78% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 137,558 | 2,478 | 0.08% | 0.09% | 198 | +7,303 | 5.61% | Q1 2026 | May 15, 2026 |
| LFG Wealth Partners, LLC | History | No change | 121,653 | 2,461 | 1.57% | 1.57% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 134,528 | 2,424 | 1.38% | 1.42% | 200 | -4,155 | -3.0% | Q1 2026 | Apr 29, 2026 |
| Brendel Financial Advisors LLC | History | Added to | 133,598 | 2,407 | 1.19% | 1.27% | 202 | +5,570 | 4.35% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 133,576 | 2,407 | 0.0% | 0.0% | 201 | +3,465 | 2.66% | Q1 2026 | Apr 27, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 128,608 | 2,317 | 1.2% | 1.46% | 203 | +16,118 | 14.33% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 126,410 | 2,277 | 0.01% | 0.01% | 204 | -96,011 | -43.17% | Q1 2026 | May 14, 2026 |
| Plan Group Financial, LLC | History | Added to | 121,545 | 2,190 | 0.51% | 0.55% | 205 | +17,038 | 16.3% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 118,385 | 2,133 | 0.11% | 0.07% | 206 | +56,314 | 90.73% | Q1 2026 | May 07, 2026 |
| Granite FO LLC | History | Reduced | 118,310 | 2,131 | 1.26% | 1.61% | 207 | -31,000 | -20.76% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 118,035 | 2,126 | 0.02% | 0.02% | 208 | -545 | -0.46% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 115,749 | 2,085 | 0.0% | 0.0% | 209 | +110,092 | 1946.12% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Reduced | 115,615 | 2,083 | 0.0% | 0.0% | 210 | -10,551 | -8.36% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | New | 113,302 | 2,041 | 0.07% | — | 211 | +113,302 | New | Q1 2026 | May 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 112,574 | 2,028 | 0.07% | 0.1% | 212 | -33,114 | -22.73% | Q1 2026 | May 13, 2026 |
| United Advisor Group, LLC | History | Added to | 112,164 | 2,021 | 0.25% | 0.27% | 213 | +6,563 | 6.21% | Q1 2026 | Apr 17, 2026 |
| Palogic Value Management, L.P. | History | Added to | 110,670 | 1,994 | 0.84% | 0.93% | 214 | +99 | 0.09% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 110,366 | 1,988 | 0.05% | 0.04% | 215 | +8,515 | 8.36% | Q1 2026 | Apr 17, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 106,520 | 1,919 | 0.05% | 0.06% | 216 | -138 | -0.13% | Q1 2026 | May 12, 2026 |
| Black Swift Group, LLC | History | New | 103,080 | 1,857 | 0.33% | — | 218 | +103,080 | New | Q1 2026 | Apr 24, 2026 |
| GLOBAL STRATEGIC MANAGEMENT INC | History | Reduced | 103,112 | 1,857 | 1.54% | 1.85% | 217 | -6,129 | -5.61% | Q1 2026 | May 13, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 102,310 | 1,843 | 0.14% | 0.16% | 219 | -1,853 | -1.78% | Q1 2026 | May 12, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 101,651 | 1,831 | 0.42% | 0.44% | 220 | +9,156 | 9.9% | Q1 2026 | Apr 20, 2026 |
| Orographic Financial Advisors, LLC | History | New | 100,812 | 1,816 | 1.29% | — | 221 | +100,812 | New | Q1 2026 | May 19, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 100,374 | 1,808 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 99,760 | 1,797 | 0.06% | 0.07% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 97,655 | 1,759 | 0.65% | 0.75% | 224 | -7,821 | -7.41% | Q1 2026 | Apr 09, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 96,963 | 1,747 | 0.1% | 0.12% | 225 | -6,999 | -6.73% | Q1 2026 | Apr 24, 2026 |
| NATIXIS | History | Added to | 96,920 | 1,746 | 0.01% | 0.0% | 226 | +48,500 | 100.17% | Q1 2026 | May 14, 2026 |
| Integras Partners LLC | History | Added to | 96,926 | 1,746 | 1.15% | 1.43% | 227 | +9,443 | 10.79% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 96,852 | 1,745 | 0.0% | 0.0% | 228 | +13,834 | 16.66% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 96,339 | 1,736 | 0.06% | 0.04% | 229 | +3,658 | 3.95% | Q1 2026 | Apr 23, 2026 |
| HUB Investment Partners, LLC | History | Added to | 95,457 | 1,720 | 0.04% | 0.03% | 230 | +37,996 | 66.12% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 94,803 | 1,708 | 0.02% | 0.03% | 231 | +4,111 | 4.53% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 92,643 | 1,669 | 0.01% | 0.02% | 232 | -13,491 | -12.71% | Q1 2026 | May 14, 2026 |
| BankPlus Trust Department | History | Reduced | 91,931 | 1,656 | 0.44% | 0.5% | 233 | -3,501 | -3.67% | Q1 2026 | May 11, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 91,825 | 1,654 | 0.05% | 0.06% | 234 | -6,725 | -6.82% | Q1 2026 | May 04, 2026 |
| Freestone Capital Holdings, LLC | History | New | 89,823 | 1,618 | 0.05% | — | 235 | +89,823 | New | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 89,015 | 1,604 | 0.02% | 0.02% | 236 | -8,781 | -8.98% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 88,824 | 1,600 | 0.04% | 0.05% | 237 | +13,679 | 18.2% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 88,235 | 1,589 | 0.01% | 0.01% | 238 | -366 | -0.41% | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 87,428 | 1,575 | 0.05% | 0.04% | 239 | +27,972 | 47.05% | Q1 2026 | Apr 21, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 85,452 | 1,539 | 0.03% | 0.03% | 241 | +18,763 | 28.14% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 76,077 | 1,539 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 85,220 | 1,535 | 0.0% | 0.0% | 242 | +4,088 | 5.04% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO | History | Reduced | 83,430 | 1,526 | 0.02% | 0.02% | 243 | -1,953 | -2.29% | Q1 2026 | Apr 28, 2026 |
| Marble Wealth, LLC | History | Reduced | 84,247 | 1,518 | 0.27% | 0.58% | 244 | -122,566 | -59.26% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Reduced | 83,854 | 1,511 | 0.02% | 0.03% | 245 | -41,587 | -33.15% | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 83,838 | 1,510 | 0.31% | 0.31% | 246 | +11,540 | 15.96% | Q1 2026 | May 15, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 83,100 | 1,497 | 0.01% | 0.01% | 247 | +10,044 | 13.75% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 82,438 | 1,485 | 0.01% | 0.01% | 248 | +532 | 0.65% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 81,975 | 1,477 | 0.54% | 0.65% | 249 | -6,740 | -7.6% | Q1 2026 | May 08, 2026 |
| Stiles Financial Services Inc | History | Reduced | 81,323 | 1,465 | 0.45% | 0.51% | 250 | -1,081 | -1.31% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 81,043 | 1,460 | 0.0% | 0.0% | 251 | +32,687 | 67.6% | Q1 2026 | May 15, 2026 |
| Ayrshire Capital Management LLC | History | Reduced | 80,366 | 1,448 | 0.75% | 0.76% | 252 | -1,905 | -2.32% | Q1 2026 | Apr 13, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 80,336 | 1,447 | 0.41% | 0.44% | 253 | +2,138 | 2.73% | Q1 2026 | Apr 23, 2026 |
| Bank of New Hampshire | History | Reduced | 79,694 | 1,436 | 0.33% | 0.38% | 254 | -3,963 | -4.74% | Q1 2026 | Apr 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 79,658 | 1,435 | 0.02% | 0.02% | 255 | +78 | 0.1% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 79,658 | 1,435 | 0.03% | 0.08% | 256 | +78 | 0.1% | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 79,146 | 1,426 | 0.01% | 0.01% | 257 | -70 | -0.09% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 79,038 | 1,424 | 0.53% | 0.6% | 258 | +3,150 | 4.15% | Q1 2026 | Apr 15, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 78,794 | 1,419 | 0.46% | 0.45% | 259 | +11,787 | 17.59% | Q1 2026 | May 01, 2026 |
| Eos Management, L.P. | History | Added to | 78,500 | 1,414 | 0.61% | 0.56% | 260 | +8,500 | 12.14% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | Added to | 78,137 | 1,408 | 0.01% | 0.01% | 261 | +39,334 | 101.37% | Q1 2026 | May 14, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | Added to | 77,000 | 1,387 | 0.63% | 0.25% | 262 | +52,000 | 208.0% | Q1 2026 | May 13, 2026 |
| Bramshill Investments, LLC | History | Reduced | 76,947 | 1,386 | 0.12% | 0.12% | 263 | -27,415 | -26.27% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 76,957 | 1,386 | 0.05% | 0.06% | 264 | +10,198 | 15.28% | Q1 2026 | May 19, 2026 |
| Athena Wealth Management, LLC | History | New | 76,781 | 1,383 | 1.13% | — | 265 | +76,781 | New | Q1 2026 | Apr 17, 2026 |
| RDA Financial Network | History | Reduced | 76,263 | 1,374 | 0.34% | 0.39% | 267 | -3,835 | -4.79% | Q1 2026 | Apr 08, 2026 |
| 1832 Asset Management L.P. | History | No change | 76,300 | 1,374 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 75,952 | 1,368 | 0.1% | 0.11% | 268 | +5,977 | 8.54% | Q1 2026 | Apr 20, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 75,120 | 1,353 | 0.48% | 0.56% | 269 | -2,652 | -3.41% | Q1 2026 | Apr 22, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 75,000 | 1,351 | 0.1% | — | 270 | +75,000 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 74,069 | 1,334 | 0.02% | 0.02% | 271 | +1,591 | 2.2% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 73,997 | 1,333 | 0.09% | 0.11% | 272 | -3,059 | -3.97% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 73,762 | 1,329 | 0.0% | 0.0% | 273 | -6,461 | -8.05% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 72,393 | 1,304 | 0.04% | 0.05% | 274 | -228 | -0.31% | Q1 2026 | Apr 22, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 72,315 | 1,303 | 0.83% | 0.74% | 275 | +18,320 | 33.93% | Q1 2026 | Apr 27, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 70,000 | 1,261 | 0.05% | 0.1% | 276 | -74,000 | -51.39% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 69,755 | 1,256 | 0.03% | 0.06% | 277 | -42,980 | -38.12% | Q1 2026 | May 15, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 69,047 | 1,244 | 0.29% | 0.3% | 278 | +6,774 | 10.88% | Q1 2026 | May 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 68,302 | 1,230 | 0.02% | 0.05% | 279 | -61,631 | -47.43% | Q1 2026 | Apr 21, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 67,717 | 1,220 | 0.12% | 0.13% | 280 | +2,361 | 3.61% | Q1 2026 | Apr 10, 2026 |
| Pettinga Financial Advisors LLC | History | New | 67,700 | 1,219 | 0.23% | — | 281 | +67,700 | New | Q1 2026 | Apr 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 67,506 | 1,216 | 0.03% | 0.03% | 282 | +4,756 | 7.58% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 66,960 | 1,206 | 0.0% | 0.0% | 283 | -47,204 | -41.35% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 66,871 | 1,205 | 0.01% | 0.02% | 284 | -7,282 | -9.82% | Q1 2026 | Apr 20, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 66,422 | 1,196 | 0.0% | 0.0% | 285 | -1,196 | -1.77% | Q1 2026 | May 05, 2026 |
| Tidal Investments LLC | History | Reduced | 66,297 | 1,194 | 0.0% | 0.0% | 286 | -1,456 | -2.15% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 66,100 | 1,191 | 0.0% | 0.0% | 287 | +1,600 | 2.48% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 65,858 | 1,185 | 0.0% | 0.0% | 288 | +217 | 0.33% | Q1 2026 | May 14, 2026 |
| Permanens Capital L.P. | History | No change | 65,544 | 1,181 | 0.15% | 0.17% | 289 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 65,364 | 1,177 | 0.4% | 0.42% | 290 | +3,906 | 6.36% | Q1 2026 | Apr 09, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 63,395 | 1,142 | 0.67% | — | 291 | +63,395 | New | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 63,227 | 1,139 | 0.0% | 0.0% | 292 | -1,275 | -1.98% | Q1 2026 | Apr 24, 2026 |
| VPR Management LLC | History | Added to | 62,618 | 1,128 | 0.45% | 0.34% | 293 | +24,545 | 64.47% | Q1 2026 | May 15, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 62,577 | 1,127 | 0.18% | 0.19% | 294 | +5,276 | 9.21% | Q1 2026 | May 01, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 62,529 | 1,126 | 0.03% | 0.03% | 295 | -2,500 | -3.84% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 63,447 | 1,124 | 0.02% | 0.02% | 296 | +3,448 | 5.75% | Q1 2026 | May 14, 2026 |
| FLC Capital Advisors | History | Added to | 62,195 | 1,120 | 0.2% | 0.19% | 297 | +11,085 | 21.69% | Q1 2026 | May 01, 2026 |
| Marex Group plc | History | Reduced | 61,647 | 1,110 | 0.01% | 0.01% | 298 | -13,132 | -17.56% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 61,479 | 1,107 | 0.02% | 0.03% | 299 | -30,155 | -32.91% | Q1 2026 | May 12, 2026 |
| SIG BROKERAGE, LP | History | New | 60,808 | 1,095 | 0.03% | — | 300 | +60,808 | New | Q1 2026 | May 15, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 60,550 | 1,091 | 0.38% | 0.17% | 301 | +35,900 | 145.64% | Q1 2026 | Apr 23, 2026 |
| Baldwin Investment Management, LLC | History | Reduced | 60,192 | 1,084 | 0.13% | 0.14% | 302 | -1,383 | -2.25% | Q1 2026 | May 12, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 59,245 | 1,067 | 0.7% | 0.81% | 303 | -650 | -1.09% | Q1 2026 | May 13, 2026 |
| GoalVest Advisory LLC | History | Reduced | 58,604 | 1,056 | 0.21% | 0.26% | 304 | -7,367 | -11.17% | Q1 2026 | Apr 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 58,521 | 1,054 | 0.01% | 0.01% | 305 | +21,120 | 56.47% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 57,268 | 1,031 | 0.02% | 0.02% | 306 | +16,320 | 39.86% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 50,575 | 1,023 | 0.21% | 0.21% | 307 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 56,329 | 1,015 | 0.04% | 0.04% | 308 | +265 | 0.47% | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 55,897 | 1,007 | 0.01% | 0.01% | 309 | -840 | -1.48% | Q1 2026 | Apr 15, 2026 |
| C2C Wealth Management, LLC | History | Added to | 55,850 | 1,006 | 0.85% | 0.85% | 310 | +6,000 | 12.04% | Q1 2026 | Apr 20, 2026 |
| Lantz Financial LLC | History | Reduced | 55,671 | 1,003 | 0.21% | 0.24% | 311 | -1,398 | -2.45% | Q1 2026 | Apr 09, 2026 |
| Independent Wealth Network Inc. | History | Added to | 55,495 | 1,000 | 0.3% | 0.33% | 312 | +2,254 | 4.23% | Q1 2026 | Apr 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 54,800 | 987 | 0.11% | 0.11% | 313 | +1,748 | 3.29% | Q1 2026 | Apr 22, 2026 |
| Accel Wealth Management | History | Reduced | 54,710 | 985 | 0.26% | 0.3% | 314 | -412 | -0.75% | Q1 2026 | Apr 08, 2026 |
| Inspire Advisors, LLC | History | Added to | 54,438 | 980 | 0.08% | 0.1% | 315 | +786 | 1.46% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 53,967 | 972 | 0.0% | 0.01% | 316 | +4,797 | 9.76% | Q1 2026 | May 11, 2026 |
| Elemental Capital Partners LLC | History | New | 53,643 | 966 | 0.41% | — | 317 | +53,643 | New | Q1 2026 | Apr 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 53,563 | 965 | 0.03% | 0.02% | 318 | +24,649 | 85.25% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 53,443 | 963 | 0.02% | 0.02% | 319 | -6,121 | -10.28% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 53,227 | 959 | 0.0% | 0.0% | 320 | -4,813 | -8.29% | Q1 2026 | May 14, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 52,981 | 955 | 1.14% | 1.25% | 321 | -10,441 | -16.46% | Q1 2026 | Apr 20, 2026 |
| NFSG Corp | History | Reduced | 52,621 | 948 | 0.16% | 0.52% | 322 | -112,149 | -68.06% | Q1 2026 | May 05, 2026 |
| Encompass More Asset Management | History | New | 52,055 | 938 | 0.16% | — | 323 | +52,055 | New | Q1 2026 | Apr 28, 2026 |
| MQS Management LLC | History | New | 50,785 | 915 | 0.62% | — | 324 | +50,785 | New | Q1 2026 | Apr 23, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 50,647 | 912 | 0.56% | 0.82% | 325 | -14,329 | -22.05% | Q1 2026 | Apr 07, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 50,366 | 907 | 0.18% | 0.5% | 327 | -66,727 | -56.99% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 50,354 | 907 | 0.02% | 0.03% | 326 | -5,448 | -9.76% | Q1 2026 | May 04, 2026 |
| Havemeyer Place LP | History | Added to | 50,326 | 906 | 0.1% | 0.18% | 328 | +5,146 | 11.39% | Q1 2026 | May 13, 2026 |
| TRB Wealth Management, LLC | History | New | 50,000 | 901 | 0.13% | — | 329 | +50,000 | New | Q1 2026 | May 14, 2026 |
| BKM Wealth Management, LLC | History | Added to | 49,994 | 900 | 0.33% | 0.35% | 330 | +2,997 | 6.38% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 49,592 | 893 | 0.01% | 0.01% | 331 | -9,667 | -16.31% | Q1 2026 | Apr 28, 2026 |
| Graham Capital Management, L.P. | History | No change | 49,500 | 891 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 43,246 | 874 | 0.01% | 0.01% | 333 | -2,604 | -5.68% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 48,434 | 872 | 0.01% | 0.01% | 334 | +2,335 | 5.07% | Q1 2026 | Apr 16, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 47,729 | 860 | 0.05% | 0.11% | 335 | -42,072 | -46.85% | Q1 2026 | May 13, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 47,141 | 855 | 0.24% | 0.22% | 336 | +2,705 | 6.09% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Reduced | 46,965 | 846 | 0.02% | 0.02% | 337 | -1,966 | -4.02% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 46,766 | 842 | 0.16% | 0.18% | 338 | -3,027 | -6.08% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Reduced | 46,568 | 839 | 0.01% | 0.01% | 339 | -631 | -1.34% | Q1 2026 | May 15, 2026 |
| Haven Private, LLC | History | Added to | 46,348 | 835 | 0.36% | 0.28% | 340 | +14,481 | 45.44% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 45,868 | 826 | 0.0% | 0.0% | 341 | +2,653 | 6.14% | Q1 2026 | May 14, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 45,840 | 826 | 0.2% | 0.21% | 342 | +2,400 | 5.52% | Q1 2026 | Apr 28, 2026 |
| SG Americas Securities, LLC | History | Reduced | 45,730 | 824 | 0.0% | 0.0% | 343 | -3,418 | -6.95% | Q1 2026 | Apr 16, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 46,925 | 822 | 0.01% | 0.0% | 345 | -66,052 | -58.46% | Q1 2026 | Apr 22, 2026 |
| LexAurum Advisors, LLC | History | New | 45,661 | 822 | 0.11% | — | 347 | +45,661 | New | Q1 2026 | Apr 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 45,620 | 822 | 0.15% | 0.0% | 346 | +45,020 | 7503.33% | Q1 2026 | May 08, 2026 |
| Westbourne Investment Advisors, Inc. | History | Reduced | 45,650 | 822 | 0.24% | 0.25% | 344 | -46 | -0.1% | Q1 2026 | Apr 28, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 45,434 | 818 | 0.32% | 0.51% | 348 | -20,679 | -31.28% | Q1 2026 | Apr 29, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 45,361 | 817 | 0.14% | 0.17% | 349 | -3,613 | -7.38% | Q1 2026 | May 01, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 44,820 | 807 | 0.01% | 0.0% | 350 | +26,916 | 150.34% | Q1 2026 | May 15, 2026 |
| Canal Capital Management, LLC | History | Added to | 44,753 | 806 | 0.11% | 0.09% | 351 | +11,798 | 35.8% | Q1 2026 | Apr 27, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 44,150 | 795 | 0.03% | 0.03% | 352 | +12,000 | 37.33% | Q1 2026 | Apr 13, 2026 |
| Fiduciary Group, LLC | History | Added to | 43,967 | 792 | 0.07% | 0.06% | 354 | +11,257 | 34.41% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 44,002 | 792 | 0.02% | 0.02% | 353 | +4,353 | 10.98% | Q1 2026 | Apr 13, 2026 |
| Commerce Advisors, LLC | History | New | 43,702 | 787 | 0.66% | — | 355 | +43,702 | New | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 41,893 | 782 | 0.01% | 0.01% | 356 | +28,960 | 223.92% | Q1 2026 | May 01, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 43,057 | 775 | 0.23% | 0.15% | 357 | +768 | 1.82% | Q1 2026 | May 14, 2026 |
| Port Capital LLC | History | No change | 43,000 | 774 | 0.03% | 0.04% | 358 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Affirmative Financial Network | History | New | 42,679 | 769 | 0.3% | — | 359 | +42,679 | New | Q1 2026 | May 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 42,465 | 765 | 0.52% | 0.56% | 360 | +577 | 1.38% | Q1 2026 | May 13, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Reduced | 42,186 | 760 | 0.0% | 0.01% | 361 | -24,475 | -36.72% | Q1 2026 | May 15, 2026 |
| Welch Financial Planning, LLC | History | Reduced | 41,835 | 753 | 0.54% | 0.64% | 362 | -1,407 | -3.25% | Q1 2026 | Apr 21, 2026 |
| Bank OZK | History | No change | 41,166 | 741 | 0.26% | 0.29% | 363 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 40,631 | 732 | 0.05% | 0.05% | 364 | +1,733 | 4.46% | Q1 2026 | Apr 27, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 40,474 | 729 | 0.05% | 0.05% | 365 | -1,410 | -3.37% | Q1 2026 | May 20, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 39,875 | 718 | 0.57% | 0.64% | 366 | +332 | 0.84% | Q1 2026 | Apr 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 39,558 | 712 | 0.02% | 0.04% | 367 | -34,046 | -46.26% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | New | 39,225 | 706 | 0.01% | — | 369 | +39,225 | New | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 39,195 | 706 | 0.0% | 0.0% | 368 | +9,062 | 30.07% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 38,841 | 699 | 0.01% | 0.01% | 370 | +8,371 | 27.47% | Q1 2026 | May 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 38,642 | 696 | 0.16% | 0.16% | 371 | +5,000 | 14.86% | Q1 2026 | Apr 28, 2026 |
| Werlinich Asset Management, LLC | History | Added to | 38,530 | 694 | 0.34% | 0.38% | 372 | +500 | 1.31% | Q1 2026 | Apr 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 38,195 | 688 | 0.04% | 0.05% | 373 | -5,070 | -11.72% | Q1 2026 | Apr 27, 2026 |
| Activest Wealth Management | History | Added to | 37,854 | 682 | 0.12% | 0.13% | 374 | +4,072 | 12.05% | Q1 2026 | Apr 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 37,654 | 680 | 0.0% | 0.0% | 375 | -15,397 | -29.02% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 37,331 | 678 | 0.02% | 0.02% | 376 | +6,948 | 22.87% | Q1 2026 | Apr 09, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 37,669 | 678 | 0.36% | 0.42% | 377 | -711 | -1.85% | Q1 2026 | Apr 16, 2026 |
| Balboa Wealth Partners | History | Reduced | 37,367 | 673 | 0.11% | 0.14% | 378 | -3,871 | -9.39% | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 37,131 | 669 | 0.08% | 0.11% | 379 | -1,592 | -4.11% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 37,014 | 666 | 0.01% | 0.26% | 380 | -445,901 | -92.34% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 36,327 | 654 | 0.01% | 0.01% | 381 | +1,627 | 4.69% | Q1 2026 | Apr 10, 2026 |
| VestGen Advisors, LLC | History | Added to | 34,470 | 647 | 0.02% | 0.02% | 382 | +9,521 | 38.16% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 35,849 | 646 | 0.03% | 0.03% | 383 | +1,354 | 3.93% | Q1 2026 | May 05, 2026 |
| Monument Capital Management | History | Reduced | 35,801 | 645 | 0.16% | 0.18% | 384 | -365 | -1.01% | Q1 2026 | Apr 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 35,356 | 637 | 0.0% | 0.0% | 385 | +3,677 | 11.61% | Q1 2026 | May 14, 2026 |
| Belvedere Trading LLC | History | New | 35,298 | 636 | 0.0% | — | 386 | +35,298 | New | Q1 2026 | May 12, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | New | 35,000 | 630 | 0.18% | — | 387 | +35,000 | New | Q1 2026 | May 15, 2026 |
| NewSquare Capital LLC | History | Added to | 34,944 | 629 | 0.05% | 0.06% | 389 | +1,010 | 2.98% | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 34,942 | 629 | 0.0% | 0.0% | 388 | +813 | 2.38% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | No change | 34,401 | 619 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 34,333 | 618 | 0.11% | 0.13% | 391 | -29 | -0.08% | Q1 2026 | May 11, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 33,039 | 594 | 0.2% | 0.18% | 392 | +7,796 | 30.88% | Q1 2026 | Apr 14, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 32,455 | 584 | 0.36% | 0.39% | 393 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Intrua Financial, LLC | History | Added to | 32,384 | 583 | 0.06% | 0.06% | 394 | +5,092 | 18.66% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 32,244 | 581 | 0.0% | 0.0% | 395 | -2,392 | -6.91% | Q1 2026 | May 15, 2026 |
| Palacios Wealth Management, LLC | History | Added to | 30,224 | 579 | 0.36% | 0.25% | 396 | +14,139 | 87.9% | Q1 2026 | May 11, 2026 |
| S&T BANK/PA | History | Reduced | 31,958 | 575 | 0.21% | 0.36% | 397 | -24,028 | -42.92% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 31,900 | 574 | 0.0% | 0.01% | 398 | -232,718 | -87.94% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 31,775 | 572 | 0.31% | 0.38% | 399 | -3,174 | -9.08% | Q1 2026 | Apr 28, 2026 |
| Access Investment Management LLC | History | Reduced | 30,675 | 552 | 0.15% | 0.32% | 400 | -27,000 | -46.81% | Q1 2026 | May 21, 2026 |
| Compound Planning, Inc. | History | Added to | 30,591 | 551 | 0.02% | 0.02% | 402 | +2,415 | 8.57% | Q1 2026 | May 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 30,630 | 551 | 0.04% | 0.05% | 401 | -539 | -1.73% | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | Reduced | 30,282 | 545 | 0.13% | 0.19% | 404 | -7,611 | -20.09% | Q1 2026 | May 11, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 30,254 | 545 | 0.13% | 0.17% | 403 | -5,132 | -14.5% | Q1 2026 | Apr 24, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 30,097 | 542 | 0.22% | 0.25% | 405 | +166 | 0.55% | Q1 2026 | Apr 21, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 30,000 | 540 | 0.13% | 0.16% | 406 | +4,903 | 19.54% | Q1 2026 | May 15, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 30,000 | 540 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Western Financial Corp/CA | History | Added to | 29,639 | 534 | 0.21% | 0.23% | 409 | +773 | 2.68% | Q1 2026 | Apr 22, 2026 |
| Canton Hathaway, LLC | History | No change | 29,640 | 534 | 0.11% | 0.12% | 408 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 29,570 | 532 | 0.05% | 0.04% | 410 | -2,289 | -7.18% | Q1 2026 | May 14, 2026 |
| Triad Investment Management | History | No change | 29,458 | 530 | 0.63% | 0.6% | 411 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 29,377 | 529 | 0.01% | 0.01% | 412 | -14,080 | -32.4% | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 29,275 | 527 | 0.07% | 0.08% | 413 | +500 | 1.74% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 29,238 | 526 | 0.01% | 0.02% | 414 | -860 | -2.86% | Q1 2026 | May 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 29,138 | 525 | 0.25% | 0.29% | 416 | -1,576 | -5.13% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 29,179 | 525 | 0.01% | 0.01% | 415 | -179 | -0.61% | Q1 2026 | Apr 17, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 25,403 | 514 | 0.37% | 0.34% | 417 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Jump Financial, LLC | History | Reduced | 28,255 | 509 | 0.01% | 0.09% | 418 | -344,440 | -92.42% | Q1 2026 | May 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 28,147 | 507 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JBR Co Financial Management Inc | History | No change | 24,985 | 505 | 0.21% | 0.21% | 420 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 27,713 | 503 | 0.14% | 0.15% | 421 | +528 | 1.94% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 27,231 | 490 | 0.01% | 0.01% | 422 | -5,014 | -15.55% | Q1 2026 | May 05, 2026 |
| PFG Investments, LLC | History | Reduced | 27,002 | 486 | 0.02% | 0.03% | 423 | -999 | -3.57% | Q1 2026 | Apr 27, 2026 |
| Clearstead Trust, LLC | History | Added to | 26,753 | 482 | 0.08% | 0.08% | 424 | +702 | 2.69% | Q1 2026 | May 06, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 26,594 | 479 | 0.2% | 0.23% | 425 | -1,894 | -6.65% | Q1 2026 | Apr 21, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 26,446 | 476 | 0.48% | 2.04% | 427 | -144,476 | -84.53% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 26,460 | 476 | 0.02% | 0.03% | 426 | -4,973 | -15.82% | Q1 2026 | Apr 23, 2026 |
| M Holdings Securities, Inc. | History | Added to | 25,360 | 473 | 0.03% | 0.03% | 428 | +2,114 | 9.09% | Q1 2026 | May 12, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 26,046 | 469 | 0.03% | 0.05% | 430 | -15,397 | -37.15% | Q1 2026 | Apr 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 26,034 | 469 | 0.03% | 0.03% | 429 | +13,557 | 108.66% | Q1 2026 | Apr 22, 2026 |
| Baron Financial Group, LLC | History | No change | 25,977 | 468 | 0.25% | 0.28% | 431 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Venture Visionary Partners LLC | History | Added to | 25,960 | 467 | 0.02% | 0.02% | 432 | +964 | 3.86% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 25,872 | 466 | 0.04% | 0.05% | 433 | +11,608 | 81.38% | Q1 2026 | Apr 28, 2026 |
| Maia Wealth LLC | History | Added to | 25,812 | 465 | 0.08% | 0.08% | 434 | +710 | 2.83% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 26,568 | 463 | 0.0% | 0.0% | 435 | -836 | -3.05% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 25,444 | 458 | 0.02% | 0.03% | 436 | -12,456 | -32.87% | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | Reduced | 25,386 | 457 | 0.02% | 0.02% | 438 | -1,755 | -6.47% | Q1 2026 | May 15, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 25,400 | 457 | 0.23% | 0.21% | 437 | +675 | 2.73% | Q1 2026 | May 15, 2026 |
| Florida Trust Wealth Management Co | History | No change | 25,300 | 455 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 25,143 | 453 | 0.04% | 0.05% | 440 | -5,430 | -17.76% | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 25,171 | 453 | 0.02% | 0.02% | 441 | -356 | -1.39% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | Added to | 25,031 | 451 | 0.09% | 0.11% | 442 | +121 | 0.49% | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | New | 24,971 | 449 | 0.01% | — | 444 | +24,971 | New | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 24,945 | 449 | 0.01% | 0.01% | 443 | +200 | 0.81% | Q1 2026 | May 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 24,712 | 445 | 0.04% | 0.06% | 445 | -13,087 | -34.62% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 21,842 | 441 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FSA Advisors, Inc. | History | No change | 24,369 | 439 | 0.29% | 0.34% | 447 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 24,320 | 438 | 0.02% | 0.03% | 448 | -2,021 | -7.67% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 24,220 | 436 | 0.0% | 0.0% | 449 | -3,230 | -11.77% | Q1 2026 | May 13, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 24,103 | 434 | 0.34% | 6.5% | 451 | -461,807 | -95.04% | Q1 2026 | May 04, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 24,113 | 434 | 0.0% | 0.0% | 450 | +1,746 | 7.81% | Q1 2026 | May 13, 2026 |
| Severin Investments, LLC | History | Added to | 24,067 | 433 | 0.37% | 0.25% | 452 | +10,070 | 71.94% | Q1 2026 | Apr 24, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 23,885 | 430 | 0.12% | 0.15% | 453 | -2,859 | -10.69% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 23,708 | 427 | 0.06% | 0.01% | 454 | +19,580 | 474.32% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 23,569 | 424 | 0.01% | 0.02% | 455 | +284 | 1.22% | Q1 2026 | May 11, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 23,468 | 422 | 0.1% | 0.11% | 456 | -243 | -1.02% | Q1 2026 | Apr 16, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 23,395 | 421 | 0.22% | 0.28% | 457 | -4,195 | -15.2% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 23,326 | 420 | 0.03% | 0.03% | 458 | -1,607 | -6.45% | Q1 2026 | Apr 20, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 23,242 | 418 | 0.02% | 0.02% | 460 | -4,185 | -15.26% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,212 | 418 | 0.01% | 0.01% | 459 | +3,325 | 16.72% | Q1 2026 | May 15, 2026 |
| DCM Advisors, LLC | History | Added to | 24,983 | 414 | 0.19% | 0.18% | 462 | +1,733 | 7.45% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | No change | 22,982 | 414 | 0.03% | 0.03% | 461 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 22,541 | 412 | 0.04% | 0.06% | 463 | +3,343 | 17.41% | Q1 2026 | Apr 10, 2026 |
| Magnus Financial Group LLC | History | Added to | 22,710 | 409 | 0.03% | 0.03% | 464 | +600 | 2.71% | Q1 2026 | Apr 10, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 22,533 | 406 | 0.21% | 0.24% | 465 | +849 | 3.92% | Q1 2026 | Apr 21, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 22,475 | 404 | 0.04% | 0.05% | 466 | -931 | -3.98% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 22,396 | 403 | 0.01% | 0.01% | 467 | +476 | 2.17% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Reduced | 22,122 | 398 | 0.0% | 0.0% | 468 | -1,136 | -4.88% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 19,680 | 398 | 0.02% | 0.02% | 469 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 21,790 | 392 | 0.04% | 0.05% | 470 | -311 | -1.41% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 21,596 | 389 | 0.0% | 0.0% | 471 | -5,149 | -19.25% | Q1 2026 | May 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 21,535 | 388 | 0.09% | 0.1% | 472 | -5 | -0.02% | Q1 2026 | May 13, 2026 |
| J.M. Arbour, LLC | History | Reduced | 21,474 | 386 | 0.37% | 1.14% | 474 | -34,925 | -61.92% | Q1 2026 | Apr 21, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 21,457 | 386 | 0.23% | 0.23% | 473 | +570 | 2.73% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 21,182 | 381 | 0.05% | 0.06% | 475 | +1,908 | 9.9% | Q1 2026 | May 13, 2026 |
| Douglass Winthrop Advisors, LLC | History | Added to | 21,193 | 381 | 0.01% | 0.01% | 476 | +565 | 2.74% | Q1 2026 | May 13, 2026 |
| Accredited Investors Inc. | History | Added to | 20,978 | 378 | 0.02% | 0.01% | 477 | +10,023 | 91.49% | Q1 2026 | Apr 30, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 20,950 | 377 | 0.1% | 0.11% | 479 | +15 | 0.07% | Q1 2026 | Apr 21, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 20,959 | 377 | 0.14% | 0.16% | 478 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | New | 20,873 | 376 | 0.02% | — | 481 | +20,873 | New | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 20,914 | 376 | 0.01% | 0.01% | 480 | +1,811 | 9.48% | Q1 2026 | Apr 07, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 19,650 | 372 | 0.24% | 0.28% | 482 | -650 | -3.2% | Q1 2026 | Apr 16, 2026 |
| Walleye Capital LLC | History | New | 20,534 | 370 | 0.0% | — | 483 | +20,534 | New | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 19,798 | 369 | 0.06% | 0.02% | 484 | -8,388 | -29.76% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 20,445 | 368 | 0.04% | 0.04% | 485 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 19,314 | 367 | 0.13% | 0.14% | 486 | +506 | 2.69% | Q1 2026 | May 08, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | No change | 20,375 | 367 | 0.32% | 0.33% | 487 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 20,266 | 365 | 0.01% | 0.01% | 488 | -5,177 | -20.35% | Q1 2026 | May 14, 2026 |
| Heritage Trust Co | History | No change | 20,185 | 363 | 0.04% | 0.04% | 489 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 19,990 | 360 | 0.03% | 0.03% | 492 | +228 | 1.15% | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 20,000 | 360 | 0.03% | 0.04% | 490 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PARK CIRCLE Co | History | No change | 20,000 | 360 | 0.33% | 0.35% | 491 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 19,869 | 358 | 0.03% | 0.03% | 493 | +2,295 | 13.06% | Q1 2026 | May 07, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 19,649 | 354 | 0.14% | 0.17% | 495 | -1,498 | -7.08% | Q1 2026 | Apr 21, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Added to | 19,693 | 354 | 0.19% | 0.2% | 494 | +1,179 | 6.37% | Q1 2026 | May 07, 2026 |
| Glenview Trust Co | History | Reduced | 19,525 | 351 | 0.01% | 0.01% | 496 | -5,530 | -22.07% | Q1 2026 | May 08, 2026 |
| Wealth Quarterback LLC | History | Added to | 19,439 | 350 | 0.14% | 0.11% | 497 | +3,628 | 22.95% | Q1 2026 | Apr 09, 2026 |
| Prostatis Group LLC | History | Added to | 19,272 | 347 | 0.09% | 0.09% | 498 | +495 | 2.64% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | New | 19,148 | 345 | 0.0% | — | 500 | +19,148 | New | Q1 2026 | May 01, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 19,188 | 345 | 0.07% | 0.08% | 499 | +698 | 3.78% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 19,095 | 344 | 0.02% | 0.03% | 501 | +284 | 1.51% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | No change | 19,107 | 344 | 0.03% | 0.03% | 502 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Headlands Technologies LLC | History | New | 19,056 | 343 | 0.04% | — | 503 | +19,056 | New | Q1 2026 | May 13, 2026 |
| TCTC Holdings, LLC | History | No change | 19,000 | 342 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMMONS CAPITAL, LLC | History | No change | 19,000 | 342 | 0.29% | 0.26% | 505 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 18,919 | 340 | 0.01% | 0.0% | 506 | +7,438 | 64.79% | Q1 2026 | May 04, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 18,805 | 338 | 0.05% | 0.1% | 507 | -12,623 | -40.16% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 18,688 | 336 | 0.0% | 0.0% | 508 | -1,220,138 | -98.49% | Q1 2026 | May 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 17,751 | 336 | 0.2% | 0.23% | 509 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| XML Financial, LLC | History | Added to | 18,535 | 334 | 0.03% | 0.03% | 510 | +266 | 1.46% | Q1 2026 | Apr 16, 2026 |
| Samjo Management, LLC | History | Reduced | 18,500 | 333 | 0.14% | 0.22% | 511 | -10,000 | -35.09% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 16,363 | 331 | 0.02% | 0.02% | 512 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sowell Financial Services LLC | History | Reduced | 18,348 | 330 | 0.01% | 0.01% | 513 | -165 | -0.89% | Q1 2026 | Apr 20, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 18,268 | 329 | 0.09% | 0.13% | 514 | -4,799 | -20.8% | Q1 2026 | May 01, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 18,100 | 326 | 0.05% | 0.07% | 515 | -1,752 | -8.83% | Q1 2026 | Apr 09, 2026 |
| LVW Advisors, LLC | History | Added to | 18,074 | 325 | 0.03% | 0.04% | 516 | +159 | 0.89% | Q1 2026 | Apr 20, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 18,109 | 324 | 0.02% | 0.02% | 517 | -1,263 | -6.52% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 17,941 | 323 | 0.01% | 0.02% | 518 | -799 | -4.26% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Reduced | 17,779 | 320 | 0.0% | 0.01% | 520 | -2,085 | -10.5% | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | Added to | 17,796 | 320 | 0.09% | 0.1% | 519 | +1,629 | 10.08% | Q1 2026 | May 12, 2026 |
| North Ground Capital | History | New | 17,757 | 319 | 0.38% | — | 521 | +17,757 | New | Q1 2026 | May 11, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 17,605 | 317 | 0.0% | 0.01% | 522 | -16,578 | -48.5% | Q1 2026 | May 12, 2026 |
| Advocate Investing Services LLC | History | Added to | 17,410 | 313 | 0.27% | 0.06% | 523 | +14,342 | 467.47% | Q1 2026 | Apr 22, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 17,341 | 312 | 0.05% | 0.06% | 524 | +139 | 0.81% | Q1 2026 | May 06, 2026 |
| Kentucky Trust Co | History | Added to | 17,296 | 311 | 0.16% | 0.17% | 525 | +1,511 | 9.57% | Q1 2026 | Apr 17, 2026 |
| Trek Financial, LLC | History | Reduced | 17,195 | 309 | 0.02% | 0.03% | 526 | -6,387 | -27.08% | Q1 2026 | May 13, 2026 |
| Genesis Financial Group, LLC | History | Reduced | 17,196 | 309 | 0.2% | 0.21% | 527 | -391 | -2.22% | Q1 2026 | May 18, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 17,042 | 307 | 0.18% | 0.23% | 528 | -1,278 | -6.98% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 16,588 | 299 | 0.01% | 0.01% | 529 | -1,613 | -8.86% | Q1 2026 | May 11, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 14,737 | 298 | 0.05% | 0.07% | 530 | -9,457 | -39.09% | Q1 2026 | Apr 22, 2026 |
| NorthRock Partners, LLC | History | Reduced | 16,477 | 296 | 0.0% | 0.01% | 531 | -1,831 | -10.0% | Q1 2026 | May 15, 2026 |
| Values Added Financial LLC | History | Reduced | 16,477 | 296 | 0.12% | 0.15% | 532 | -1,353 | -7.59% | Q1 2026 | Apr 20, 2026 |
| Almanack Investment Partners, LLC. | History | New | 16,347 | 294 | 0.05% | — | 534 | +16,347 | New | Q1 2026 | May 05, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 16,346 | 294 | 0.05% | 0.07% | 533 | -4,056 | -19.88% | Q1 2026 | Apr 23, 2026 |
| Hudson Capital Management LLC | History | No change | 16,268 | 293 | 0.08% | 0.08% | 535 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 16,099 | 290 | 0.05% | — | 536 | +16,099 | New | Q1 2026 | Apr 09, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 16,066 | 289 | 0.22% | 0.17% | 539 | +4,257 | 36.05% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 16,054 | 289 | 0.01% | 0.01% | 538 | +3,701 | 29.96% | Q1 2026 | Apr 29, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 16,056 | 289 | 0.03% | 0.03% | 537 | +216 | 1.36% | Q1 2026 | Apr 09, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 16,000 | 288 | 0.02% | 0.02% | 540 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rayburn West Financial Services LLC | History | Added to | 15,937 | 287 | 0.17% | 0.19% | 541 | +523 | 3.39% | Q1 2026 | May 05, 2026 |
| TSA Wealth Managment LLC | History | New | 15,823 | 285 | 0.09% | — | 542 | +15,823 | New | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Added to | 15,812 | 284 | 0.0% | 0.0% | 543 | +3,233 | 25.7% | Q1 2026 | Apr 07, 2026 |
| Americana Partners, LLC | History | Reduced | 15,727 | 283 | 0.01% | 0.02% | 544 | -20,773 | -56.91% | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 15,678 | 282 | 0.01% | 0.01% | 545 | +299 | 1.94% | Q1 2026 | May 07, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 15,453 | 278 | 0.06% | 0.06% | 546 | -1,500 | -8.85% | Q1 2026 | Apr 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 15,117 | 272 | 0.18% | 0.68% | 547 | -34,556 | -69.57% | Q1 2026 | Apr 21, 2026 |
| Clearwave Capital, LLC | History | No change | 15,120 | 272 | 0.19% | 0.23% | 548 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 14,956 | 269 | 0.07% | 0.08% | 549 | +582 | 4.05% | Q1 2026 | Apr 27, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 14,884 | 268 | 0.0% | — | 550 | +14,884 | New | Q1 2026 | May 01, 2026 |
| Firestone Capital Management | History | No change | 14,850 | 267 | 0.06% | 0.06% | 551 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | New | 14,603 | 263 | 0.0% | — | 552 | +14,603 | New | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | New | 14,602 | 263 | 0.0% | — | 553 | +14,602 | New | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 14,541 | 262 | 0.05% | 0.03% | 555 | +855 | 6.25% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 14,579 | 262 | 0.04% | 0.04% | 554 | -236 | -1.59% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 14,512 | 261 | 0.0% | 0.0% | 556 | +381 | 2.7% | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Added to | 14,190 | 255 | 0.01% | 0.01% | 557 | +328 | 2.37% | Q1 2026 | May 13, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 14,141 | 254 | 0.02% | — | 558 | +14,141 | New | Q1 2026 | May 14, 2026 |
| Highlander Partners, L.P. | History | No change | 14,000 | 252 | 0.1% | 0.1% | 559 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Calydon Capital | History | Reduced | 13,825 | 249 | 0.04% | 0.05% | 560 | -1,450 | -9.49% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 13,813 | 248 | 0.01% | 0.0% | 561 | +10,450 | 310.73% | Q1 2026 | Apr 28, 2026 |
| Worth Asset Management, LLC | History | Added to | 13,745 | 247 | 0.09% | 0.11% | 562 | +319 | 2.38% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 13,675 | 246 | 0.0% | 0.0% | 563 | -21,313 | -60.92% | Q1 2026 | May 07, 2026 |
| Successful Portfolios LLC | History | Added to | 13,787 | 246 | 0.14% | 0.14% | 564 | +10 | 0.07% | Q1 2026 | Apr 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 13,351 | 240 | 0.0% | — | 566 | +13,351 | New | Q1 2026 | May 15, 2026 |
| Windsor Advisory Group, LLC | History | New | 13,328 | 240 | 0.2% | — | 567 | +13,328 | New | Q1 2026 | May 15, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 13,363 | 240 | 0.01% | 0.01% | 565 | +52 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Bison Wealth, LLC | History | No change | 12,723 | 238 | 0.02% | 0.03% | 568 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,151 | 236 | 0.0% | 0.0% | 569 | -1,891 | -12.57% | Q1 2026 | May 08, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 13,000 | 234 | 0.1% | 0.13% | 571 | -1,093 | -7.76% | Q1 2026 | May 04, 2026 |
| Sepio Capital, LP | History | No change | 13,000 | 234 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | New | 12,951 | 233 | 0.0% | — | 572 | +12,951 | New | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,877 | 232 | 0.0% | 0.01% | 573 | +189 | 1.49% | Q1 2026 | Apr 15, 2026 |
| StoneX Group Inc. | History | Reduced | 12,872 | 231 | 0.01% | 0.04% | 574 | -32,637 | -71.72% | Q1 2026 | May 14, 2026 |
| CERTUITY, LLC | History | Added to | 12,860 | 231 | 0.02% | 0.02% | 575 | +266 | 2.11% | Q1 2026 | May 11, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 11,000 | 229 | 0.15% | — | 576 | +11,000 | New | Q1 2026 | May 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 12,667 | 228 | 0.01% | 0.01% | 577 | +334 | 2.71% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | New | 12,643 | 227 | 0.0% | — | 578 | +12,643 | New | Q1 2026 | May 04, 2026 |
| Rathbones Group PLC | History | Reduced | 12,571 | 226 | 0.0% | 0.03% | 579 | -366,753 | -96.69% | Q1 2026 | May 12, 2026 |
| Brucke Financial, Inc. | History | New | 12,536 | 225 | 0.11% | — | 582 | +12,536 | New | Q1 2026 | Apr 10, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 12,540 | 225 | 0.02% | 0.02% | 581 | +223 | 1.81% | Q1 2026 | May 05, 2026 |
| Autumn Glory Partners, LLC | History | No change | 12,535 | 225 | 0.08% | 0.09% | 580 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sage Investment Counsel LLC | History | Added to | 12,420 | 223 | 0.25% | 0.25% | 583 | +1,000 | 8.76% | Q1 2026 | Apr 24, 2026 |
| Virtue Capital Management, LLC | History | New | 12,560 | 222 | 0.03% | — | 584 | +12,560 | New | Q1 2026 | May 07, 2026 |
| NorthCoast Asset Management LLC | History | No change | 12,235 | 220 | 0.01% | 0.01% | 585 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 12,200 | 219 | 0.01% | 0.02% | 586 | -1,536 | -11.18% | Q1 2026 | Apr 23, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 12,082 | 217 | 0.01% | 0.02% | 587 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DEARBORN PARTNERS LLC | History | New | 12,000 | 216 | 0.01% | — | 589 | +12,000 | New | Q1 2026 | May 12, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 12,033 | 216 | 0.05% | 0.06% | 588 | +19 | 0.16% | Q1 2026 | Apr 21, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 11,936 | 215 | 0.18% | 0.18% | 590 | +818 | 7.36% | Q1 2026 | May 11, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 11,883 | 214 | 0.01% | 0.01% | 591 | -12,733 | -51.73% | Q1 2026 | May 08, 2026 |
| Rothschild Wealth LLC | History | No change | 11,925 | 214 | 0.02% | 0.02% | 592 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vise Technologies, Inc. | History | No change | 10,585 | 214 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Verdence Capital Advisors LLC | History | New | 11,654 | 210 | 0.01% | — | 594 | +11,654 | New | Q1 2026 | Apr 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,830 | 209 | 0.01% | 0.02% | 595 | -12,367 | -51.11% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,642 | 209 | 0.0% | 0.0% | 596 | -1,463 | -11.16% | Q1 2026 | Apr 17, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 11,564 | 208 | 0.08% | 0.11% | 597 | -2,475 | -17.63% | Q1 2026 | May 14, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 11,586 | 208 | 0.11% | 0.13% | 598 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 11,441 | 206 | 0.01% | 0.01% | 599 | -11,289 | -49.67% | Q1 2026 | May 05, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 11,377 | 205 | 0.03% | 0.04% | 600 | +284 | 2.56% | Q1 2026 | Apr 07, 2026 |
| Stablepoint Partners, LLC | History | No change | 11,396 | 205 | 0.03% | 0.04% | 601 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HM PAYSON & CO | History | Reduced | 11,361 | 204 | 0.0% | 0.0% | 602 | -5,250 | -31.61% | Q1 2026 | Apr 13, 2026 |
| Cane Capital Partners, LLC | History | Reduced | 11,220 | 202 | 0.09% | 0.39% | 605 | -37,700 | -77.06% | Q1 2026 | Apr 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 11,239 | 202 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 11,261 | 202 | 0.21% | 0.22% | 604 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Plancorp, LLC | History | Reduced | 11,135 | 201 | 0.01% | 0.01% | 606 | -24 | -0.22% | Q1 2026 | Apr 14, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 11,186 | 201 | 0.06% | 0.06% | 607 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 11,100 | 200 | 0.04% | 0.04% | 608 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 11,040 | 198 | 0.07% | 0.07% | 609 | +12 | 0.11% | Q1 2026 | May 15, 2026 |
| Miller Global Investments, LLC | History | Added to | 10,968 | 197 | 0.18% | 0.2% | 610 | +245 | 2.28% | Q1 2026 | Apr 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,893 | 196 | 0.0% | 0.0% | 611 | -781 | -6.69% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 10,811 | 194 | 0.0% | 0.0% | 614 | -724 | -6.28% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 10,777 | 194 | 0.0% | 0.0% | 613 | +247 | 2.35% | Q1 2026 | May 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 10,451 | 194 | 0.04% | 0.05% | 615 | -165 | -1.55% | Q1 2026 | Apr 28, 2026 |
| Banco Santander, S.A. | History | No change | 10,779 | 194 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 10,752 | 193 | 0.03% | 0.04% | 617 | -1,244 | -10.37% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,731 | 193 | 0.01% | 0.01% | 616 | +469 | 4.57% | Q1 2026 | May 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 10,688 | 192 | 0.01% | — | 620 | +10,688 | New | Q1 2026 | May 06, 2026 |
| Entropy Technologies, LP | History | New | 10,678 | 192 | 0.01% | — | 621 | +10,678 | New | Q1 2026 | May 14, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 10,660 | 192 | 0.01% | 0.01% | 618 | -112 | -1.04% | Q1 2026 | Apr 20, 2026 |
| Core Wealth Partners LLC | History | No change | 10,678 | 192 | 0.09% | 0.1% | 619 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | New | 10,634 | 191 | 0.02% | — | 622 | +10,634 | New | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 10,503 | 189 | 0.01% | — | 624 | +10,503 | New | Q1 2026 | May 05, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 10,500 | 189 | 0.0% | 0.0% | 623 | +7,000 | 200.0% | Q1 2026 | May 06, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 10,435 | 188 | 0.0% | — | 625 | +10,435 | New | Q1 2026 | May 15, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 10,411 | 187 | 0.09% | 0.37% | 628 | -27,069 | -72.22% | Q1 2026 | May 04, 2026 |
| Secure Asset Management, LLC | History | Reduced | 10,415 | 187 | 0.03% | 0.04% | 627 | -1,033 | -9.02% | Q1 2026 | Apr 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 10,424 | 187 | 0.01% | 0.02% | 626 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KLCM Advisors, Inc. | History | No change | 10,370 | 186 | 0.02% | 0.02% | 629 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 10,293 | 185 | 0.01% | 0.02% | 630 | -7,241 | -41.3% | Q1 2026 | Apr 17, 2026 |
| True North Advisors, LLC | History | Added to | 10,278 | 185 | 0.02% | 0.03% | 631 | +300 | 3.01% | Q1 2026 | May 07, 2026 |
| Callahan Advisors, LLC | History | Added to | 10,206 | 183 | 0.02% | 0.02% | 632 | +6 | 0.06% | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | Reduced | 10,090 | 181 | 0.01% | 0.01% | 633 | -2,145 | -17.53% | Q1 2026 | May 04, 2026 |
| CAZ INVESTMENTS LP | History | New | 10,000 | 180 | 0.21% | — | 636 | +10,000 | New | Q1 2026 | May 12, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | New | 10,000 | 180 | 0.04% | — | 637 | +10,000 | New | Q1 2026 | Apr 15, 2026 |
| ELCO Management Co., LLC | History | No change | 10,013 | 180 | 0.09% | 0.13% | 634 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 10,000 | 180 | 0.14% | 0.16% | 635 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 9,950 | 179 | 0.06% | 0.07% | 638 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hyposwiss Advisors SA | History | No change | 9,760 | 175 | 0.17% | 0.19% | 639 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AREX Capital Management, LP | History | New | 9,500 | 171 | 0.28% | — | 640 | +9,500 | New | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | New | 9,188 | 165 | 0.0% | — | 641 | +9,188 | New | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | Reduced | 8,757 | 157 | 0.01% | 0.01% | 642 | -1,487 | -14.52% | Q1 2026 | May 11, 2026 |
| American Capital Advisory, LLC | History | Added to | 8,340 | 150 | 0.06% | 0.07% | 643 | +217 | 2.67% | Q1 2026 | Apr 29, 2026 |
| Westend Capital Management, LLC | History | New | 8,165 | 147 | 0.04% | — | 644 | +8,165 | New | Q1 2026 | Apr 14, 2026 |
| Hurley Capital, LLC | History | Added to | 7,867 | 141 | 0.08% | 0.09% | 645 | +167 | 2.17% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,696 | 138 | 0.0% | 0.0% | 646 | -1,976 | -20.43% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 7,547 | 135 | 0.0% | 0.0% | 647 | +7,155 | 1825.26% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 7,529 | 135 | 0.0% | 0.0% | 648 | +701 | 10.27% | Q1 2026 | May 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 7,148 | 128 | 0.02% | — | 649 | +7,148 | New | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 6,691 | 120 | 0.03% | 0.05% | 650 | -3,185 | -32.25% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 6,161 | 111 | 0.01% | 0.01% | 651 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 6,106 | 110 | 0.0% | — | 652 | +6,106 | New | Q1 2026 | Apr 14, 2026 |
| Titiun Yejiel | History | No change | 6,000 | 108 | 0.11% | 0.15% | 653 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6,034 | 106 | 0.0% | 0.0% | 654 | +2,000 | 49.58% | Q1 2026 | May 12, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 5,174 | 104 | 0.16% | 0.16% | 655 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 5,625 | 101 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 5,500 | 99 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 5,492 | 97 | 0.02% | 0.0% | 658 | +5,312 | 2951.11% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 5,356 | 96 | 0.01% | 0.01% | 659 | -81 | -1.49% | Q1 2026 | May 13, 2026 |
| Centennial Bank/AR/ | History | No change | 4,856 | 87 | 0.03% | 0.04% | 660 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 4,673 | 84 | 0.01% | 0.01% | 661 | +1,000 | 27.23% | Q1 2026 | Apr 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 4,630 | 83 | 0.01% | 0.01% | 662 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Luken Investment Analytics, LLC | History | No change | 4,600 | 82 | 0.03% | 0.04% | 663 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 4,524 | 81 | 0.01% | 0.01% | 664 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 4,466 | 80 | 0.03% | 0.03% | 665 | +222 | 5.23% | Q1 2026 | May 05, 2026 |
| Investors Research Corp | History | Added to | 4,296 | 77 | 0.01% | 0.01% | 666 | +1,850 | 75.63% | Q1 2026 | Apr 03, 2026 |
| Westfuller Advisors, LLC | History | Added to | 4,269 | 76 | 0.03% | 0.03% | 667 | +113 | 2.72% | Q1 2026 | Apr 28, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 4,246 | 76 | 0.02% | 0.03% | 668 | +53 | 1.26% | Q1 2026 | May 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 4,205 | 75 | 0.01% | 0.01% | 669 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key Capital Management, INC | History | Reduced | 4,069 | 73 | 0.05% | 0.15% | 670 | -3,536 | -46.5% | Q1 2026 | May 07, 2026 |
| Leonteq Securities AG | History | Reduced | 4,000 | 72 | 0.0% | 0.0% | 671 | -3,700 | -48.05% | Q1 2026 | Apr 27, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 4,015 | 72 | 0.01% | 0.01% | 672 | +1,758 | 77.89% | Q1 2026 | Apr 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 3,800 | 68 | 0.02% | — | 673 | +3,800 | New | Q1 2026 | May 08, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 3,577 | 67 | 0.08% | 0.09% | 674 | +95 | 2.73% | Q1 2026 | Apr 29, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 3,698 | 66 | 0.04% | 0.02% | 675 | +1,998 | 117.53% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,638 | 65 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 3,550 | 64 | 0.0% | 0.0% | 677 | -2,087 | -37.02% | Q1 2026 | Apr 06, 2026 |
| SouthState Bank Corp | History | No change | 3,500 | 63 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 1015 Capital Partners, LLC | History | No change | 3,100 | 55 | 0.05% | 0.06% | 679 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Security National Bank | History | No change | 3,041 | 54 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sankala Group LLC | History | Added to | 3,024 | 53 | 0.04% | 0.02% | 681 | +1,500 | 98.43% | Q1 2026 | Mar 31, 2026 |
| Bogart Wealth, LLC | History | No change | 2,799 | 50 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,825 | 50 | 0.02% | 0.02% | 683 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Grove Bank & Trust | History | No change | 2,700 | 48 | 0.01% | 0.01% | 684 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 2,600 | 46 | 0.02% | 0.02% | 685 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Caitlin John, LLC | History | New | 2,500 | 45 | 0.03% | — | 688 | +2,500 | New | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 2,530 | 45 | 0.0% | 0.01% | 686 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MTM Investment Management, LLC | History | No change | 2,520 | 45 | 0.01% | 0.02% | 687 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,300 | 41 | 0.01% | 0.02% | 689 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Osbon Capital Management LLC | History | New | 2,134 | 38 | 0.03% | — | 690 | +2,134 | New | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,063 | 37 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,012 | 36 | 0.0% | 0.0% | 692 | +104 | 5.45% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,000 | 36 | 0.0% | 0.0% | 693 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 1,954 | 35 | 0.02% | 0.02% | 694 | +51 | 2.68% | Q1 2026 | Apr 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,822 | 32 | 0.0% | 0.0% | 695 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Heritage Wealth Advisors | History | No change | 1,800 | 32 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 1,778 | 32 | 0.0% | 0.0% | 697 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,769 | 31 | 0.02% | — | 699 | +1,769 | New | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,728 | 31 | 0.0% | — | 698 | +1,728 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,695 | 30 | 0.0% | 0.0% | 700 | +315 | 22.83% | Q1 2026 | May 15, 2026 |
| Estabrook Capital Management | History | No change | 1,650 | 29 | 0.0% | 0.0% | 701 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,631 | 29 | 0.01% | 0.01% | 702 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,581 | 28 | 0.0% | 0.0% | 703 | -13,771 | -89.7% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,433 | 28 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,500 | 27 | 0.0% | 0.01% | 705 | -41,270 | -96.49% | Q1 2026 | May 11, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,500 | 27 | 0.02% | 0.02% | 706 | -150 | -9.09% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,547 | 27 | 0.0% | 0.0% | 707 | +1 | 0.06% | Q1 2026 | Apr 23, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,471 | 26 | 0.01% | — | 711 | +1,471 | New | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,457 | 26 | 0.0% | 0.0% | 708 | +1,109 | 318.68% | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,466 | 26 | 0.0% | 0.0% | 709 | -903 | -38.12% | Q1 2026 | May 06, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,453 | 26 | 0.0% | 0.0% | 710 | +38 | 2.69% | Q1 2026 | Apr 21, 2026 |
| Asset Dedication, LLC | History | No change | 1,242 | 25 | 0.0% | 0.0% | 712 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 1,375 | 24 | 0.01% | — | 713 | +1,375 | New | Q1 2026 | Apr 28, 2026 |
| Orion Capital Management LLC | History | Reduced | 1,330 | 23 | 0.01% | 0.03% | 716 | -3,500 | -72.46% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | New | 1,319 | 23 | 0.01% | — | 718 | +1,319 | New | Q1 2026 | May 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 1,298 | 23 | 0.0% | 0.0% | 714 | +839 | 182.79% | Q1 2026 | Apr 09, 2026 |
| PALLADIEM, LLC | History | No change | 1,301 | 23 | 0.02% | 0.02% | 715 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SWAN Capital LLC | History | No change | 1,330 | 23 | 0.01% | 0.01% | 717 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 1,256 | 22 | 0.0% | 0.0% | 720 | -84 | -6.27% | Q1 2026 | May 20, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,222 | 22 | 0.0% | 0.0% | 719 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| PAYDEN & RYGEL | History | No change | 1,160 | 21 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,217 | 21 | 0.02% | 0.02% | 722 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 1,129 | 20 | 0.01% | 0.0% | 728 | +700 | 163.17% | Q1 2026 | Apr 09, 2026 |
| Smithfield Trust Co | History | Reduced | 1,100 | 20 | 0.0% | 0.0% | 725 | -40 | -3.51% | Q1 2026 | May 08, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 1,128 | 20 | 0.0% | 0.0% | 729 | +29 | 2.64% | Q1 2026 | May 06, 2026 |
| CITY HOLDING CO | History | No change | 1,150 | 20 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,150 | 20 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Founders Capital Management | History | No change | 1,110 | 20 | 0.01% | 0.01% | 726 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,120 | 20 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 1,100 | 19 | 0.02% | 0.06% | 733 | -2,400 | -68.57% | Q1 2026 | May 14, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,107 | 19 | 0.0% | 0.0% | 730 | +29 | 2.69% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,100 | 19 | 0.01% | 0.01% | 731 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| High Note Wealth, LLC | History | No change | 1,106 | 19 | 0.0% | 0.0% | 732 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 957 | 19 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Manchester Capital Management LLC | History | No change | 1,000 | 18 | 0.0% | 0.0% | 735 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cheviot Value Management, LLC | History | No change | 1,000 | 18 | 0.0% | 0.0% | 736 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Community Bank, N.A. | History | No change | 1,000 | 18 | 0.0% | 0.0% | 737 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 1,000 | 18 | 0.02% | 0.02% | 738 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 947 | 17 | 0.01% | 0.01% | 740 | +11 | 1.18% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | No change | 988 | 17 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 900 | 16 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 826 | 15 | 0.0% | 0.0% | 742 | +606 | 275.45% | Q1 2026 | May 01, 2026 |
| Colonial Trust Co / SC | History | No change | 886 | 15 | 0.0% | 0.0% | 743 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 835 | 15 | 0.01% | 0.01% | 744 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CGC Financial Services, LLC | History | No change | 807 | 14 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 736 | 13 | 0.0% | — | 750 | +736 | New | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 751 | 13 | 0.0% | 0.0% | 747 | +20 | 2.74% | Q1 2026 | May 13, 2026 |
| Curat Global, LLC | History | Added to | 743 | 13 | 0.01% | 0.02% | 748 | +17 | 2.34% | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | No change | 728 | 13 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Reflection Asset Management | History | No change | 671 | 13 | 0.01% | 0.01% | 749 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 702 | 12 | 0.01% | 0.68% | 754 | -34,683 | -98.02% | Q1 2026 | Apr 02, 2026 |
| DT Investment Partners, LLC | History | No change | 689 | 12 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | No change | 719 | 12 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bernard Wealth Management Corp. | History | No change | 700 | 12 | 0.01% | 0.01% | 753 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Towne Trust Company, N.A | History | No change | 652 | 11 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vision Retirement, LLC | History | No change | 638 | 11 | 0.0% | 0.0% | 756 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 572 | 10 | 0.0% | — | 758 | +572 | New | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | Added to | 570 | 10 | 0.0% | 0.0% | 757 | +69 | 13.77% | Q1 2026 | May 07, 2026 |
| IFG Advisory, LLC | History | Reduced | 526 | 9 | 0.03% | 0.03% | 759 | -35,332 | -98.53% | Q1 2026 | May 12, 2026 |
| Fortitude Family Office, LLC | History | New | 529 | 9 | 0.0% | — | 762 | +529 | New | Q1 2026 | Apr 15, 2026 |
| Clayton Financial Group LLC | History | New | 529 | 9 | 0.0% | — | 763 | +529 | New | Q1 2026 | Apr 13, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 517 | 9 | 0.01% | — | 761 | +517 | New | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Added to | 522 | 9 | 0.0% | 0.0% | 760 | +13 | 2.55% | Q1 2026 | Apr 30, 2026 |
| FIL Ltd | History | No change | 456 | 8 | 0.0% | 0.0% | 764 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 458 | 8 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GAMMA Investing LLC | History | No change | 477 | 8 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Sunrise Financial Services, LLC | History | No change | 482 | 8 | 0.01% | 0.01% | 767 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 400 | 7 | 0.0% | 0.03% | 769 | -9,700 | -96.04% | Q1 2026 | Apr 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 391 | 7 | 0.0% | 0.0% | 768 | -152 | -27.99% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | Added to | 431 | 7 | 0.0% | 0.0% | 771 | +3 | 0.7% | Q1 2026 | May 04, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 402 | 7 | 0.0% | 0.0% | 770 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BOKF, NA | History | Reduced | 333 | 6 | 0.0% | 0.0% | 772 | -1,938 | -85.34% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 352 | 6 | 0.0% | 0.0% | 773 | -691 | -66.25% | Q1 2026 | Apr 24, 2026 |
| United Financial Planning Group LLC | History | Reduced | 310 | 5 | 0.0% | 0.01% | 778 | -155 | -33.33% | Q1 2026 | May 08, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 304 | 5 | 0.0% | 0.0% | 779 | +115 | 60.85% | Q1 2026 | Apr 20, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 270 | 5 | 0.0% | 0.0% | 774 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Field & Main Bank | History | No change | 322 | 5 | 0.0% | 0.0% | 775 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 776 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Evolution Advisers, Inc. | History | No change | 318 | 5 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 312 | 5 | 0.0% | 0.0% | 780 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| N.E.W. Advisory Services LLC | History | New | 260 | 4 | 0.0% | — | 785 | +260 | New | Q1 2026 | May 04, 2026 |
| Forum Finance Group S.A. | History | New | 250 | 4 | 0.0% | — | 786 | +250 | New | Q1 2026 | May 07, 2026 |
| BALLAST ADVISORS LLC | History | New | 230 | 4 | 0.0% | — | 784 | +230 | New | Q1 2026 | May 12, 2026 |
| West Branch Capital LLC | History | No change | 274 | 4 | 0.0% | 0.0% | 781 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 230 | 4 | 0.0% | 0.0% | 782 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 238 | 4 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 200 | 3 | 0.0% | — | 797 | +200 | New | Q1 2026 | May 08, 2026 |
| True Link Financial Advisors, LLC | History | New | 180 | 3 | 0.0% | — | 796 | +180 | New | Q1 2026 | Apr 29, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 172 | 3 | 0.0% | 0.0% | 793 | +11 | 6.83% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 210 | 3 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 188 | 3 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Costello Asset Management, INC | History | No change | 190 | 3 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Avion Wealth | History | No change | 200 | 3 | 0.0% | 0.0% | 790 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 190 | 3 | 0.0% | 0.0% | 791 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fortis Group Advisors, LLC | History | No change | 192 | 3 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hilltop National Bank | History | No change | 200 | 3 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Noble Wealth Management PBC | History | No change | 200 | 3 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| JNBA Financial Advisors | History | Reduced | 158 | 2 | 0.0% | 0.0% | 799 | -282 | -64.09% | Q1 2026 | Apr 22, 2026 |
| Covestor Ltd | History | Reduced | 115 | 2 | 0.0% | 0.0% | 801 | -1 | -0.86% | Q1 2026 | May 05, 2026 |
| COUNTRY TRUST BANK | History | No change | 149 | 2 | 0.0% | 0.0% | 798 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 131 | 2 | 0.0% | 0.0% | 800 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | Reduced | 70 | 1 | 0.0% | 0.0% | 804 | -1,993 | -96.61% | Q1 2026 | May 08, 2026 |
| Colonial Trust Advisors | History | New | 103 | 1 | 0.0% | — | 807 | +103 | New | Q1 2026 | May 12, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 56 | 1 | 0.0% | — | 806 | +26 | 86.67% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 92 | 1 | 0.0% | 0.0% | 805 | +3 | 3.37% | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 95 | 1 | 0.0% | 0.0% | 802 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 75 | 1 | 0.0% | 0.0% | 803 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -2,503,615 | -100.0% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,644,729 | -100.0% | Q1 2026 | May 13, 2026 |
| iA Global Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -901,098 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -895,988 | -100.0% | Q1 2026 | May 14, 2026 |
| GRITSTONE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 8.62% | — | -446,855 | -100.0% | Q1 2026 | May 05, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.3% | — | -446,577 | -100.0% | Q1 2026 | May 13, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -412,739 | -100.0% | Q1 2026 | May 11, 2026 |
| ICG Advisors, LLC | History | Closed out | 0 | 0 | — | 16.5% | — | -298,567 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.02% | — | -252,555 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -191,620 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -154,514 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -149,363 | -100.0% | Q1 2026 | May 13, 2026 |
| Aberdeen Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -130,322 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.35% | — | -125,036 | -100.0% | Q1 2026 | May 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.09% | — | -102,041 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -82,612 | -100.0% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72,679 | -100.0% | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -72,128 | -100.0% | Q1 2026 | May 14, 2026 |
| Glassy Mountain Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.37% | — | -60,165 | -100.0% | Q1 2026 | May 08, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -60,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Div Capital Phoenix Assets Ltd | History | Closed out | 0 | 0 | — | 0.3% | — | -57,729 | -100.0% | Q1 2026 | Apr 21, 2026 |
| KG Capital Management | History | Closed out | 0 | 0 | — | 0.25% | — | -49,670 | -100.0% | Q1 2026 | Apr 22, 2026 |
| ICON ADVISERS INC/CO | History | Closed out | 0 | 0 | — | 0.21% | — | -48,622 | -100.0% | Q1 2026 | May 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -46,468 | -100.0% | Q1 2026 | May 12, 2026 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -45,948 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Clayton Partners LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -40,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Left Brain Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -31,834 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.15% | — | -31,808 | -100.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,391 | -100.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -25,134 | -100.0% | Q1 2026 | May 15, 2026 |
| Segment Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,555 | -100.0% | Q1 2026 | Apr 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,188 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -21,159 | -100.0% | Q1 2026 | May 18, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -21,087 | -100.0% | Q1 2026 | May 05, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -20,827 | -100.0% | Q1 2026 | May 04, 2026 |
| PCG Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -20,193 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Redmond Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -19,395 | -100.0% | Q1 2026 | May 06, 2026 |
| Generation Capital Management LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -18,600 | -100.0% | Q1 2026 | May 08, 2026 |
| DeepCurrents Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,735 | -100.0% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -17,634 | -100.0% | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.14% | — | -17,309 | -100.0% | Q1 2026 | May 15, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.13% | — | -16,865 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -16,132 | -100.0% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,723 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -15,627 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Advisory Advocates, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -14,856 | -100.0% | Q1 2026 | May 05, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,548 | -100.0% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -14,505 | -100.0% | Q1 2026 | May 08, 2026 |
| BCGM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,200 | -100.0% | Q1 2026 | May 05, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,012 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -13,745 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,755 | -100.0% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,484 | -100.0% | Q1 2026 | May 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,192 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Platform Technology Partners | History | Closed out | 0 | 0 | — | 0.05% | — | -12,057 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,697 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -11,414 | -100.0% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,400 | -100.0% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,387 | -100.0% | Q1 2026 | May 12, 2026 |
| MBL Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,316 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,300 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Private Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,041 | -100.0% | Q1 2026 | May 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,955 | -100.0% | Q1 2026 | Apr 09, 2026 |
| 5T Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,893 | -100.0% | Q1 2026 | Apr 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,695 | -100.0% | Q1 2026 | Apr 07, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,287 | -100.0% | Q1 2026 | May 08, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,019 | -100.0% | Q1 2026 | May 01, 2026 |
| Sterling Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,663 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,135 | -100.0% | Q1 2026 | May 08, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -7,142 | -100.0% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,160 | -100.0% | Q1 2026 | May 04, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,400 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,302 | -100.0% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,190 | -100.0% | Q1 2026 | May 07, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,164 | -100.0% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,835 | -100.0% | Q1 2026 | May 12, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,725 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Clark Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -1,624 | -100.0% | Q1 2026 | May 11, 2026 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,403 | -100.0% | Q1 2026 | May 11, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,039 | -100.0% | Q1 2026 | May 12, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -769 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -709 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Asset Planning,Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -610 | -100.0% | Q1 2026 | May 05, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -329 | -100.0% | Q1 2026 | May 08, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -328 | -100.0% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 06, 2026 |
| Basepoint Wealth LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q1 2026 | Apr 14, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 12, 2026 |
| PMV Capital Advisers, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 16, 2026 |
| Horizon Investments, LLC | History | Added to | 20 | 0 | — | — | — | +6 | 42.86% | Q1 2026 | May 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 51 | 0 | — | — | — | +2 | 4.08% | Q1 2026 | May 07, 2026 |
| City State Bank | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Pflug Koory, LLC | History | Added to | 28 | 0 | — | — | — | +1 | 3.7% | Q1 2026 | Apr 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFS Advisors, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Davis Capital Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| REAP Financial Group, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Boreal Capital Management LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |