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 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 127,858 | 2,364 | 0.04% | — | 203 | +127,858 | New | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 128,608 | 2,317 | 1.2% | 1.46% | 204 | +16,118 | 14.33% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 126,410 | 2,277 | 0.01% | 0.01% | 205 | -96,011 | -43.17% | Q1 2026 | May 14, 2026 |
| Plan Group Financial, LLC | History | Added to | 121,545 | 2,190 | 0.51% | 0.55% | 206 | +17,038 | 16.3% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 118,385 | 2,133 | 0.11% | 0.07% | 207 | +56,314 | 90.73% | Q1 2026 | May 07, 2026 |
| Granite FO LLC | History | Reduced | 118,310 | 2,131 | 1.26% | 1.61% | 208 | -31,000 | -20.76% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 118,035 | 2,126 | 0.02% | 0.02% | 209 | -545 | -0.46% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 115,749 | 2,085 | 0.0% | 0.0% | 210 | +110,092 | 1946.12% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Reduced | 115,615 | 2,083 | 0.0% | 0.0% | 211 | -10,551 | -8.36% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | New | 113,302 | 2,041 | 0.07% | — | 212 | +113,302 | New | Q1 2026 | May 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 112,574 | 2,028 | 0.07% | 0.1% | 213 | -33,114 | -22.73% | Q1 2026 | May 13, 2026 |
| United Advisor Group, LLC | History | Added to | 112,164 | 2,021 | 0.25% | 0.27% | 214 | +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% | 215 | +99 | 0.09% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 110,366 | 1,988 | 0.05% | 0.04% | 216 | +8,515 | 8.36% | Q1 2026 | Apr 17, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 106,520 | 1,919 | 0.05% | 0.06% | 217 | -138 | -0.13% | Q1 2026 | May 12, 2026 |
| Black Swift Group, LLC | History | New | 103,080 | 1,857 | 0.33% | — | 219 | +103,080 | New | Q1 2026 | Apr 24, 2026 |
| GLOBAL STRATEGIC MANAGEMENT INC | History | Reduced | 103,112 | 1,857 | 1.54% | 1.85% | 218 | -6,129 | -5.61% | Q1 2026 | May 13, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 102,310 | 1,843 | 0.14% | 0.16% | 220 | -1,853 | -1.78% | Q1 2026 | May 12, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 101,651 | 1,831 | 0.42% | 0.44% | 221 | +9,156 | 9.9% | Q1 2026 | Apr 20, 2026 |
| Orographic Financial Advisors, LLC | History | New | 100,812 | 1,816 | 1.29% | — | 222 | +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% | 223 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 99,760 | 1,797 | 0.06% | 0.07% | 224 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 97,655 | 1,759 | 0.65% | 0.75% | 225 | -7,821 | -7.41% | Q1 2026 | Apr 09, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 96,963 | 1,747 | 0.1% | 0.12% | 226 | -6,999 | -6.73% | Q1 2026 | Apr 24, 2026 |
| NATIXIS | History | Added to | 96,920 | 1,746 | 0.01% | 0.0% | 227 | +48,500 | 100.17% | Q1 2026 | May 14, 2026 |
| Integras Partners LLC | History | Added to | 96,926 | 1,746 | 1.15% | 1.43% | 228 | +9,443 | 10.79% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 96,852 | 1,745 | 0.0% | 0.0% | 229 | +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% | 230 | +3,658 | 3.95% | Q1 2026 | Apr 23, 2026 |
| HUB Investment Partners, LLC | History | Added to | 95,457 | 1,720 | 0.04% | 0.03% | 231 | +37,996 | 66.12% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 94,803 | 1,708 | 0.02% | 0.03% | 232 | +4,111 | 4.53% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 92,643 | 1,669 | 0.01% | 0.02% | 233 | -13,491 | -12.71% | Q1 2026 | May 14, 2026 |
| BankPlus Trust Department | History | Reduced | 91,931 | 1,656 | 0.44% | 0.5% | 234 | -3,501 | -3.67% | Q1 2026 | May 11, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 91,825 | 1,654 | 0.05% | 0.06% | 235 | -6,725 | -6.82% | Q1 2026 | May 04, 2026 |
| Freestone Capital Holdings, LLC | History | New | 89,823 | 1,618 | 0.05% | — | 236 | +89,823 | New | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 89,015 | 1,604 | 0.02% | 0.02% | 237 | -8,781 | -8.98% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 88,824 | 1,600 | 0.04% | 0.05% | 238 | +13,679 | 18.2% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 88,235 | 1,589 | 0.01% | 0.01% | 239 | -366 | -0.41% | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 87,428 | 1,575 | 0.05% | 0.04% | 240 | +27,972 | 47.05% | Q1 2026 | Apr 21, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 85,452 | 1,539 | 0.03% | 0.03% | 242 | +18,763 | 28.14% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 76,077 | 1,539 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 85,220 | 1,535 | 0.0% | 0.0% | 243 | +4,088 | 5.04% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO | History | Reduced | 83,430 | 1,526 | 0.02% | 0.02% | 244 | -1,953 | -2.29% | Q1 2026 | Apr 28, 2026 |
| Marble Wealth, LLC | History | Reduced | 84,247 | 1,518 | 0.27% | 0.58% | 245 | -122,566 | -59.26% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Reduced | 83,854 | 1,511 | 0.02% | 0.03% | 246 | -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% | 247 | +11,540 | 15.96% | Q1 2026 | May 15, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 83,100 | 1,497 | 0.01% | 0.01% | 248 | +10,044 | 13.75% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 82,438 | 1,485 | 0.01% | 0.01% | 249 | +532 | 0.65% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 81,975 | 1,477 | 0.54% | 0.65% | 250 | -6,740 | -7.6% | Q1 2026 | May 08, 2026 |
| Stiles Financial Services Inc | History | Reduced | 81,323 | 1,465 | 0.45% | 0.51% | 251 | -1,081 | -1.31% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 81,043 | 1,460 | 0.0% | 0.0% | 252 | +32,687 | 67.6% | Q1 2026 | May 15, 2026 |
| Ayrshire Capital Management LLC | History | Reduced | 80,366 | 1,448 | 0.75% | 0.76% | 253 | -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% | 254 | +2,138 | 2.73% | Q1 2026 | Apr 23, 2026 |
| Bank of New Hampshire | History | Reduced | 79,694 | 1,436 | 0.33% | 0.38% | 255 | -3,963 | -4.74% | Q1 2026 | Apr 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 79,658 | 1,435 | 0.02% | 0.02% | 256 | +78 | 0.1% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 79,658 | 1,435 | 0.03% | 0.08% | 257 | +78 | 0.1% | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 79,146 | 1,426 | 0.01% | 0.01% | 258 | -70 | -0.09% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 79,038 | 1,424 | 0.53% | 0.6% | 259 | +3,150 | 4.15% | Q1 2026 | Apr 15, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 78,794 | 1,419 | 0.46% | 0.45% | 260 | +11,787 | 17.59% | Q1 2026 | May 01, 2026 |
| Eos Management, L.P. | History | Added to | 78,500 | 1,414 | 0.61% | 0.56% | 261 | +8,500 | 12.14% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | Added to | 78,137 | 1,408 | 0.01% | 0.01% | 262 | +39,334 | 101.37% | Q1 2026 | May 14, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | Added to | 77,000 | 1,387 | 0.63% | 0.25% | 263 | +52,000 | 208.0% | Q1 2026 | May 13, 2026 |
| Bramshill Investments, LLC | History | Reduced | 76,947 | 1,386 | 0.12% | 0.12% | 264 | -27,415 | -26.27% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 76,957 | 1,386 | 0.05% | 0.06% | 265 | +10,198 | 15.28% | Q1 2026 | May 19, 2026 |
| Athena Wealth Management, LLC | History | New | 76,781 | 1,383 | 1.13% | — | 266 | +76,781 | New | Q1 2026 | Apr 17, 2026 |
| RDA Financial Network | History | Reduced | 76,263 | 1,374 | 0.34% | 0.39% | 268 | -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% | 267 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 75,952 | 1,368 | 0.1% | 0.11% | 269 | +5,977 | 8.54% | Q1 2026 | Apr 20, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 75,120 | 1,353 | 0.48% | 0.56% | 270 | -2,652 | -3.41% | Q1 2026 | Apr 22, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 75,000 | 1,351 | 0.1% | — | 271 | +75,000 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 74,069 | 1,334 | 0.02% | 0.02% | 272 | +1,591 | 2.2% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 73,997 | 1,333 | 0.09% | 0.11% | 273 | -3,059 | -3.97% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 73,762 | 1,329 | 0.0% | 0.0% | 274 | -6,461 | -8.05% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 72,393 | 1,304 | 0.04% | 0.05% | 275 | -228 | -0.31% | Q1 2026 | Apr 22, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 72,315 | 1,303 | 0.83% | 0.74% | 276 | +18,320 | 33.93% | Q1 2026 | Apr 27, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 70,000 | 1,261 | 0.05% | 0.1% | 277 | -74,000 | -51.39% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 69,755 | 1,256 | 0.03% | 0.06% | 278 | -42,980 | -38.12% | Q1 2026 | May 15, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 69,047 | 1,244 | 0.29% | 0.3% | 279 | +6,774 | 10.88% | Q1 2026 | May 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 68,302 | 1,230 | 0.02% | 0.05% | 280 | -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% | 281 | +2,361 | 3.61% | Q1 2026 | Apr 10, 2026 |
| Pettinga Financial Advisors LLC | History | New | 67,700 | 1,219 | 0.23% | — | 282 | +67,700 | New | Q1 2026 | Apr 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 67,506 | 1,216 | 0.03% | 0.03% | 283 | +4,756 | 7.58% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 66,960 | 1,206 | 0.0% | 0.0% | 284 | -47,204 | -41.35% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 66,871 | 1,205 | 0.01% | 0.02% | 285 | -7,282 | -9.82% | Q1 2026 | Apr 20, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 66,422 | 1,196 | 0.0% | 0.0% | 286 | -1,196 | -1.77% | Q1 2026 | May 05, 2026 |
| Tidal Investments LLC | History | Reduced | 66,297 | 1,194 | 0.0% | 0.0% | 287 | -1,456 | -2.15% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 66,100 | 1,191 | 0.0% | 0.0% | 288 | +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% | 289 | +217 | 0.33% | Q1 2026 | May 14, 2026 |
| Permanens Capital L.P. | History | No change | 65,544 | 1,181 | 0.15% | 0.17% | 290 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 65,364 | 1,177 | 0.4% | 0.42% | 291 | +3,906 | 6.36% | Q1 2026 | Apr 09, 2026 |
| Access Investment Management LLC | History | No change | 57,675 | 1,177 | 0.32% | 0.32% | 292 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 63,395 | 1,142 | 0.67% | — | 293 | +63,395 | New | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 63,227 | 1,139 | 0.0% | 0.0% | 294 | -1,275 | -1.98% | Q1 2026 | Apr 24, 2026 |
| VPR Management LLC | History | Added to | 62,618 | 1,128 | 0.45% | 0.34% | 295 | +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% | 296 | +5,276 | 9.21% | Q1 2026 | May 01, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 62,529 | 1,126 | 0.03% | 0.03% | 297 | -2,500 | -3.84% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 63,447 | 1,124 | 0.02% | 0.02% | 298 | +3,448 | 5.75% | Q1 2026 | May 14, 2026 |
| FLC Capital Advisors | History | Added to | 62,195 | 1,120 | 0.2% | 0.19% | 299 | +11,085 | 21.69% | Q1 2026 | May 01, 2026 |
| Marex Group plc | History | Reduced | 61,647 | 1,110 | 0.01% | 0.01% | 300 | -13,132 | -17.56% | Q1 2026 | May 13, 2026 |