abrdn ETFs - BCI
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Reduced | 24,436,684 | 593,567 | 0.11% | 0.09% | 1 | -374,205 | -1.51% | Q1 2026 | May 11, 2026 |
| Metis Global Partners, LLC | History | Added to | 12,295,768 | 298,664 | 7.33% | 5.19% | 2 | +1,042,325 | 9.26% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 10,712,681 | 260,208 | 0.24% | 0.16% | 3 | +2,512,645 | 30.64% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,842,052 | 93,323 | 0.01% | 0.0% | 4 | +902,981 | 30.72% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,571,954 | 86,762 | 0.05% | 0.03% | 5 | +802,983 | 29.0% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 2,344,673 | 56,952 | 0.0% | 0.0% | 6 | -69,201 | -2.87% | Q1 2026 | May 15, 2026 |
| NEPC LLC | History | Added to | 2,308,438 | 56,071 | 1.12% | 0.96% | 7 | +91 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,614,773 | 39,223 | 0.01% | 0.0% | 8 | +120,979 | 8.1% | Q1 2026 | May 15, 2026 |
| Abundance Wealth Counselors | History | Added to | 1,591,626 | 38,660 | 5.54% | 4.93% | 9 | +96,676 | 6.47% | Q1 2026 | Apr 22, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,286,880 | 31,258 | 0.14% | 0.08% | 10 | +316,307 | 32.59% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,149,340 | 27,917 | 0.01% | 0.01% | 11 | +539,500 | 88.47% | Q1 2026 | May 04, 2026 |
| MCF Advisors LLC | History | Reduced | 1,139,105 | 27,668 | 1.21% | 1.24% | 12 | -7,022 | -0.61% | Q1 2026 | May 11, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 942,286 | 22,888 | 5.1% | 3.89% | 13 | +55,071 | 6.21% | Q1 2026 | Apr 23, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 938,100 | 22,786 | 0.83% | 0.61% | 14 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Payne Capital Management, LLC | History | Added to | 916,191 | 22,254 | 6.73% | 4.86% | 15 | +128,499 | 16.31% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 577,116 | 14,018 | 0.0% | 0.0% | 16 | +107,810 | 22.97% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 565,279 | 13,730 | 0.01% | 0.01% | 17 | +53,022 | 10.35% | Q1 2026 | May 12, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 505,948 | 12,289 | 0.17% | 0.25% | 18 | -496,688 | -49.54% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | New | 477,600 | 11,600 | 0.0% | — | 19 | +477,600 | New | Q1 2026 | May 15, 2026 |
| Disciplina Capital Management LLC | History | Reduced | 472,092 | 11,467 | 1.22% | 1.09% | 20 | -16,723 | -3.42% | Q1 2026 | May 07, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 448,803 | 10,901 | 3.12% | 0.1% | 21 | +431,440 | 2484.82% | Q1 2026 | Apr 28, 2026 |
| Bangor Savings Bank | History | Added to | 433,830 | 10,537 | 0.84% | 0.0% | 22 | +431,550 | 18927.63% | Q1 2026 | Apr 01, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 396,127 | 9,621 | 0.65% | — | 23 | +396,127 | New | Q1 2026 | Apr 10, 2026 |
| RS CRUM INC. | History | Added to | 395,122 | 9,597 | 1.86% | 1.37% | 24 | +43,340 | 12.32% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 380,458 | 9,241 | 0.05% | 0.04% | 25 | +74,365 | 24.29% | Q1 2026 | May 15, 2026 |
| Chandler Asset Management, Inc. | History | New | 377,280 | 9,164 | 1.39% | — | 26 | +377,280 | New | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | New | 372,088 | 9,038 | 0.24% | — | 27 | +372,088 | New | Q1 2026 | May 11, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 369,853 | 8,983 | 5.3% | 3.78% | 28 | +52,584 | 16.57% | Q1 2026 | Apr 16, 2026 |
| Empowered Funds, LLC | History | New | 367,471 | 8,925 | 0.06% | — | 29 | +367,471 | New | Q1 2026 | May 14, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 356,335 | 8,655 | 0.85% | 0.65% | 30 | +18,620 | 5.51% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 338,914 | 8,232 | 0.0% | 0.0% | 31 | +175,492 | 107.39% | Q1 2026 | May 06, 2026 |
| TSG Advice Partners, LLC | History | New | 336,363 | 8,170 | 1.22% | — | 32 | +336,363 | New | Q1 2026 | Apr 24, 2026 |
| Investment Research Partners LLC | History | Added to | 332,230 | 8,069 | 3.28% | 2.56% | 33 | +26,346 | 8.61% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 325,818 | 7,914 | 0.32% | 0.26% | 34 | +3,554 | 1.1% | Q1 2026 | May 12, 2026 |
| LTS Liquid Investments LLC | History | New | 320,000 | 7,772 | 7.27% | — | 35 | +320,000 | New | Q1 2026 | Apr 29, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 316,511 | 7,688 | 0.54% | 0.76% | 36 | +39,310 | 14.18% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 313,392 | 7,612 | 0.01% | 0.01% | 37 | +69,453 | 28.47% | Q1 2026 | Apr 27, 2026 |
| Avestar Capital, LLC | History | Added to | 312,810 | 7,598 | 0.49% | 0.17% | 38 | +181,903 | 138.96% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 303,239 | 7,365 | 0.08% | 0.06% | 39 | +9,554 | 3.25% | Q1 2026 | Apr 20, 2026 |
| S. R. Schill & Associates | History | New | 257,512 | 6,254 | 4.22% | — | 40 | +257,512 | New | Q1 2026 | May 01, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 230,843 | 5,607 | 0.05% | 0.04% | 41 | -10,456 | -4.33% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Added to | 225,727 | 5,482 | 0.01% | 0.0% | 42 | +112,613 | 99.56% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 268,730 | 5,248 | 0.0% | 0.0% | 43 | +93,780 | 53.6% | Q1 2026 | May 15, 2026 |
| Plan A Wealth LLC | History | Added to | 214,064 | 5,199 | 2.49% | 1.94% | 44 | +11,500 | 5.68% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 208,810 | 5,071 | 0.27% | 0.24% | 45 | -15,096 | -6.74% | Q1 2026 | Apr 29, 2026 |
| Independence Wealth Advisors, LLC | History | Reduced | 204,596 | 4,969 | 2.65% | 2.45% | 46 | -18,588 | -8.33% | Q1 2026 | Apr 20, 2026 |
| Sollinda Capital Management LLC | History | New | 199,221 | 4,839 | 1.18% | — | 47 | +199,221 | New | Q1 2026 | Apr 30, 2026 |
| Clear Creek Financial Management, LLC | History | New | 183,579 | 4,459 | 0.34% | — | 48 | +183,579 | New | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 180,432 | 4,382 | 0.02% | 0.0% | 49 | +150,374 | 500.28% | Q1 2026 | Apr 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 168,919 | 4,103 | 0.1% | 0.14% | 50 | +25,020 | 17.39% | Q1 2026 | Apr 27, 2026 |
| Wall Street Financial Group, Inc. | History | New | 160,941 | 3,909 | 2.31% | — | 51 | +160,941 | New | Q1 2026 | May 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 158,262 | 3,844 | 0.38% | — | 52 | +158,242 | 791210.0% | Q1 2026 | Apr 06, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 155,536 | 3,777 | 0.11% | 0.11% | 53 | -25,213 | -13.95% | Q1 2026 | Apr 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 151,823 | 3,687 | 0.04% | 0.04% | 54 | +7,924 | 5.51% | Q1 2026 | May 15, 2026 |
| Aldebaran Capital, LLC | History | Reduced | 143,384 | 3,482 | 2.66% | 2.52% | 55 | -669 | -0.46% | Q1 2026 | May 07, 2026 |
| AlphaCore Capital LLC | History | Added to | 143,054 | 3,474 | 0.08% | 0.04% | 56 | +60,455 | 73.19% | Q1 2026 | May 15, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 175,776 | 3,432 | 0.32% | 0.31% | 57 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Accordant Advisory Group Inc | History | New | 130,289 | 3,164 | 1.96% | — | 58 | +130,289 | New | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Reduced | 132,849 | 3,141 | 0.05% | 0.07% | 59 | -45,703 | -25.6% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | New | 123,239 | 2,993 | 0.01% | — | 60 | +123,239 | New | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 120,569 | 2,974 | 0.01% | 0.0% | 61 | -24,529 | -16.91% | Q1 2026 | Apr 08, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 121,434 | 2,949 | 1.43% | 1.23% | 62 | -4,488 | -3.56% | Q1 2026 | May 05, 2026 |
| INVESTED ADVISORS | History | Added to | 120,010 | 2,915 | 2.94% | 2.42% | 63 | +508 | 0.43% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 114,819 | 2,788 | 0.0% | 0.0% | 64 | +29,985 | 35.35% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 111,831 | 2,716 | 0.09% | — | 65 | +111,831 | New | Q1 2026 | May 14, 2026 |
| Avail Investment Partners, LLC | History | New | 109,531 | 2,661 | 2.84% | — | 66 | +109,531 | New | Q1 2026 | May 13, 2026 |
| Trek Financial, LLC | History | Added to | 109,419 | 2,657 | 0.14% | 0.1% | 67 | +16,829 | 18.18% | Q1 2026 | May 13, 2026 |
| K2 Financial Inc. | History | Added to | 104,664 | 2,547 | 1.85% | 1.26% | 68 | +23,224 | 28.52% | Q1 2026 | Apr 28, 2026 |
| Manske Wealth Management | History | Added to | 98,758 | 2,398 | 0.67% | 0.52% | 69 | +9,428 | 10.55% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | New | 95,314 | 2,315 | 0.0% | — | 70 | +95,314 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 93,314 | 2,266 | 0.0% | 0.0% | 71 | -954 | -1.01% | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 111,891 | 2,185 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 87,311 | 2,120 | 0.96% | 0.75% | 73 | -38 | -0.04% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 85,388 | 2,074 | 0.01% | — | 74 | +85,388 | New | Q1 2026 | May 14, 2026 |
| Ramiah Investment Group | History | Added to | 75,754 | 1,840 | 1.85% | 1.32% | 75 | +6,660 | 9.64% | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 65,422 | 1,589 | 0.01% | 0.01% | 76 | +2,249 | 3.56% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 64,850 | 1,575 | 0.0% | 0.0% | 77 | +18,400 | 39.61% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 64,506 | 1,566 | 0.0% | 0.0% | 78 | -1,645 | -2.49% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 63,816 | 1,550 | 0.0% | 0.0% | 79 | +39,520 | 162.66% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 63,111 | 1,532 | 0.01% | 0.01% | 80 | +9,650 | 18.05% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Added to | 62,122 | 1,508 | 0.07% | 0.04% | 81 | +17,952 | 40.64% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 61,400 | 1,491 | 0.0% | 0.0% | 82 | +11,531 | 23.12% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Added to | 57,999 | 1,408 | 0.01% | 0.01% | 83 | +4,519 | 8.45% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 57,747 | 1,402 | 0.0% | 0.0% | 84 | +14,694 | 34.13% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 56,347 | 1,368 | 0.0% | 0.0% | 85 | +32,883 | 140.14% | Q1 2026 | May 01, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 55,281 | 1,342 | 0.88% | 0.75% | 86 | -390 | -0.7% | Q1 2026 | Apr 23, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 55,093 | 1,338 | 0.0% | 0.0% | 87 | -97,205 | -63.83% | Q1 2026 | May 15, 2026 |
| Heritage Family Offices, LLP | History | New | 52,188 | 1,267 | 0.56% | — | 88 | +52,188 | New | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 51,953 | 1,261 | 0.02% | 0.02% | 89 | -4,623 | -8.17% | Q1 2026 | May 15, 2026 |
| Fullerton Fund Management Co Ltd. | History | New | 51,484 | 1,250 | 0.1% | — | 90 | +51,484 | New | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 51,157 | 1,242 | 0.01% | 0.01% | 91 | +71 | 0.14% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 48,531 | 1,200 | 0.02% | 0.01% | 92 | +23,825 | 96.43% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Reduced | 49,391 | 1,199 | 0.0% | 0.0% | 93 | -4,702 | -8.69% | Q1 2026 | May 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 46,922 | 1,139 | 0.12% | 0.06% | 94 | +12,135 | 34.88% | Q1 2026 | May 06, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 46,616 | 1,116 | 0.18% | 0.15% | 95 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 44,412 | 1,078 | 0.09% | 0.02% | 96 | +32,522 | 273.52% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 41,406 | 1,005 | 0.01% | 0.0% | 97 | +16,827 | 68.46% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 38,900 | 944 | 0.0% | 0.0% | 98 | +19,900 | 104.74% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 38,803 | 942 | 0.02% | 0.02% | 99 | -5,358 | -12.13% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 38,726 | 940 | 0.0% | 0.0% | 100 | -34,080 | -46.81% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 38,156 | 926 | 0.02% | 0.01% | 101 | +18,257 | 91.75% | Q1 2026 | May 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 37,384 | 905 | 0.12% | 0.09% | 102 | +5,601 | 17.62% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 36,471 | 885 | 0.0% | 0.0% | 103 | +31,191 | 590.74% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 35,172 | 854 | 0.03% | 0.02% | 104 | +6,933 | 24.55% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 33,478 | 813 | 0.01% | 0.01% | 105 | +9,129 | 37.49% | Q1 2026 | Apr 10, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 32,841 | 797 | 0.08% | 0.07% | 106 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 32,805 | 796 | 0.01% | 0.0% | 107 | +13,280 | 68.02% | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 32,921 | 792 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 31,904 | 774 | 0.03% | 0.02% | 109 | +7,897 | 32.89% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 30,008 | 759 | 0.06% | 0.04% | 110 | +4,198 | 16.27% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 30,707 | 745 | 0.0% | 0.0% | 111 | +12,267 | 66.52% | Q1 2026 | Apr 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 29,785 | 723 | 0.03% | 0.02% | 112 | +165 | 0.56% | Q1 2026 | May 07, 2026 |
| National Philanthropic Trust | History | Added to | 29,785 | 723 | 0.01% | 0.01% | 113 | +165 | 0.56% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 29,581 | 718 | 0.0% | 0.0% | 114 | -32 | -0.11% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 36,536 | 713 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Austin Asset Management Co Inc | History | Added to | 29,020 | 704 | 0.12% | 0.09% | 116 | +75 | 0.26% | Q1 2026 | Apr 29, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 28,711 | 697 | 0.11% | 0.09% | 117 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SG Americas Securities, LLC | History | New | 25,314 | 615 | 0.0% | — | 118 | +25,314 | New | Q1 2026 | Apr 16, 2026 |
| Mezzasalma Advisors, LLC | History | New | 24,100 | 585 | 0.15% | — | 119 | +24,100 | New | Q1 2026 | Apr 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 23,939 | 581 | 0.03% | 0.02% | 120 | +3,344 | 16.24% | Q1 2026 | May 14, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 23,182 | 563 | 0.37% | 0.39% | 121 | -6,427 | -21.71% | Q1 2026 | May 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 23,028 | 559 | 0.03% | 0.03% | 122 | -790 | -3.32% | Q1 2026 | Apr 09, 2026 |
| Aspen Investment Management Inc | History | Reduced | 22,642 | 550 | 0.17% | 0.13% | 123 | -120 | -0.53% | Q1 2026 | Apr 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 22,496 | 546 | 0.1% | 0.06% | 124 | +6,659 | 42.05% | Q1 2026 | May 14, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 22,200 | 539 | 0.0% | 0.0% | 125 | +3,100 | 16.23% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | New | 20,857 | 506 | 0.03% | — | 127 | +20,857 | New | Q1 2026 | Apr 30, 2026 |
| United Advisor Group, LLC | History | Added to | 20,863 | 506 | 0.06% | 0.04% | 126 | +4,645 | 28.64% | Q1 2026 | Apr 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 20,038 | 486 | 0.03% | — | 128 | +20,038 | New | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 18,807 | 456 | 0.0% | 0.0% | 129 | +3,052 | 19.37% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 18,706 | 454 | 0.05% | 0.05% | 130 | -3,379 | -15.3% | Q1 2026 | May 12, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 17,905 | 453 | 0.23% | 0.17% | 131 | +4,157 | 30.24% | Q1 2026 | May 18, 2026 |
| Stewardship Advisors, LLC | History | Added to | 18,502 | 449 | 0.1% | 0.06% | 132 | +4,825 | 35.28% | Q1 2026 | Apr 17, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 16,387 | 398 | 0.1% | — | 133 | +16,387 | New | Q1 2026 | Apr 17, 2026 |
| Tidal Investments LLC | History | New | 14,874 | 361 | 0.0% | — | 134 | +14,874 | New | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 14,700 | 357 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LS Investment Advisors, LLC | History | New | 14,675 | 356 | 0.05% | — | 136 | +14,675 | New | Q1 2026 | Apr 20, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 14,422 | 350 | 0.1% | 0.09% | 137 | -1,512 | -9.49% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 13,591 | 330 | 0.01% | 0.01% | 138 | +14 | 0.1% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 13,218 | 321 | 0.0% | — | 139 | +13,218 | New | Q1 2026 | Apr 20, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 12,683 | 314 | 0.11% | — | 140 | +12,683 | New | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | New | 12,902 | 313 | 0.0% | — | 141 | +12,902 | New | Q1 2026 | Apr 15, 2026 |
| Moors & Cabot, Inc. | History | New | 12,583 | 305 | 0.01% | — | 142 | +12,583 | New | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 12,549 | 304 | 0.0% | — | 143 | +12,549 | New | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | New | 12,498 | 302 | 0.02% | — | 144 | +12,498 | New | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 12,403 | 301 | 0.07% | 0.27% | 145 | -43,497 | -77.81% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | New | 12,419 | 301 | 0.01% | — | 146 | +12,419 | New | Q1 2026 | May 01, 2026 |
| Independent Wealth Network Inc. | History | New | 12,250 | 297 | 0.09% | — | 147 | +12,250 | New | Q1 2026 | Apr 20, 2026 |
| TCFG Investment Advisors, LLC | History | New | 12,024 | 292 | 0.11% | — | 149 | +12,024 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 12,024 | 292 | 0.11% | 0.09% | 148 | +338 | 2.89% | Q1 2026 | Apr 23, 2026 |
| Lynx Investment Advisory | History | New | 11,773 | 285 | 0.14% | — | 150 | +11,773 | New | Q1 2026 | Apr 24, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 11,545 | 280 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Empower Advisory Group, LLC | History | Added to | 11,503 | 279 | 0.0% | 0.0% | 152 | +781 | 7.28% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,914 | 252 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,256 | 249 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Synergy Asset Management, LLC | History | New | 10,191 | 247 | 0.03% | — | 155 | +10,191 | New | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 9,866 | 239 | 0.01% | 0.01% | 156 | -1,015 | -9.33% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 9,740 | 236 | 0.02% | 0.01% | 157 | -382 | -3.77% | Q1 2026 | Apr 20, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | New | 9,560 | 232 | 0.07% | — | 158 | +9,560 | New | Q1 2026 | Apr 21, 2026 |
| MONECO ADVISORS, LLC | History | New | 9,428 | 229 | 0.02% | — | 159 | +9,428 | New | Q1 2026 | May 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 9,259 | 224 | 0.01% | — | 160 | +9,259 | New | Q1 2026 | Apr 29, 2026 |
| Brookwood Investment Group LLC | History | New | 9,048 | 219 | 0.03% | — | 161 | +9,048 | New | Q1 2026 | May 04, 2026 |
| CAP Partners, LLC | History | New | 8,871 | 215 | 0.12% | — | 162 | +8,871 | New | Q1 2026 | Apr 28, 2026 |
| Braun-Bostich & Associates Inc. | History | New | 8,544 | 207 | 0.13% | — | 163 | +8,544 | New | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 7,955 | 193 | 0.01% | 0.01% | 164 | +434 | 5.77% | Q1 2026 | Apr 14, 2026 |
| Red Tortoise LLC | History | Added to | 7,561 | 183 | 0.08% | 0.05% | 165 | +1,066 | 16.41% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,448 | 180 | 0.0% | 0.0% | 166 | +6,633 | 813.87% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,220 | 151 | 0.0% | 0.0% | 167 | +5,147 | 479.68% | Q1 2026 | May 08, 2026 |
| WPG Advisers, LLC | History | Added to | 5,581 | 135 | 0.1% | 0.07% | 168 | +949 | 20.49% | Q1 2026 | Apr 29, 2026 |
| BAYBAN | History | No change | 5,300 | 128 | 0.11% | 0.09% | 169 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MTM Investment Management, LLC | History | No change | 4,980 | 120 | 0.04% | 0.03% | 170 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 4,290 | 104 | 0.09% | 0.07% | 171 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,211 | 102 | 0.01% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 3,731 | 90 | 0.07% | 0.05% | 174 | +1,019 | 37.57% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,707 | 90 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,551 | 86 | 0.01% | 0.0% | 175 | +501 | 16.43% | Q1 2026 | May 15, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 3,500 | 85 | 0.02% | 0.1% | 176 | -19,154 | -84.55% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | New | 3,515 | 85 | 0.0% | — | 177 | +3,515 | New | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 73,834 | 73 | 0.0% | 0.0% | 178 | +22,039 | 42.55% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 2,828 | 68 | 0.0% | 0.0% | 179 | -5,045 | -64.08% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,512 | 60 | 0.0% | 0.0% | 180 | +1,457 | 138.1% | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,155 | 52 | 0.0% | 0.0% | 181 | +2,065 | 2294.44% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | New | 1,894 | 45 | 0.01% | — | 182 | +1,894 | New | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 1,400 | 34 | 0.0% | 0.0% | 183 | -860 | -38.05% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | New | 1,136 | 27 | 0.0% | — | 184 | +1,136 | New | Q1 2026 | May 08, 2026 |
| Pacifica Partners Inc. | History | New | 1,096 | 26 | 0.01% | — | 186 | +1,096 | New | Q1 2026 | Apr 09, 2026 |
| WHITTIER TRUST CO | History | No change | 1,080 | 26 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,021 | 24 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,015 | 24 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisors Preferred, LLC | History | New | 949 | 23 | 0.0% | — | 189 | +949 | New | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 846 | 20 | 0.0% | 0.0% | 190 | +22 | 2.67% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 750 | 18 | 0.0% | 0.0% | 191 | -638 | -45.97% | Q1 2026 | May 15, 2026 |
| Daytona Street Capital LLC | History | No change | 730 | 17 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 666 | 16 | 0.0% | 0.0% | 193 | +434 | 187.07% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 649 | 15 | 0.0% | 0.0% | 194 | -168 | -20.56% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 471 | 11 | 0.0% | — | 195 | +471 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 380 | 9 | 0.0% | — | 196 | +380 | New | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 353 | 8 | 0.0% | 0.0% | 197 | -6,089 | -94.52% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | New | 295 | 7 | 0.0% | — | 199 | +295 | New | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 300 | 7 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Darwin Wealth Management, LLC | History | New | 283 | 6 | 0.0% | — | 200 | +283 | New | Q1 2026 | May 01, 2026 |
| Nova Wealth Management, Inc. | History | New | 283 | 6 | 0.0% | — | 201 | +283 | New | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 150 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 102 | 2 | 0.0% | — | 204 | +102 | New | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 50 | 1 | 0.0% | 0.0% | 205 | -114 | -69.51% | Q1 2026 | May 06, 2026 |
| PlanVest Financial, Inc | History | New | 44 | 1 | 0.0% | — | 207 | +44 | New | Q1 2026 | May 14, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 59 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -642,898 | -100.0% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -355,949 | -100.0% | Q1 2026 | May 05, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.16% | — | -350,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Yong Rong (HK) Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.89% | — | -150,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -65,102 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -26,198 | -100.0% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,735 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,257 | -100.0% | Q1 2026 | May 12, 2026 |
| Faithward Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -16,789 | -100.0% | Q1 2026 | Apr 17, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -5,112 | -100.0% | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,728 | -100.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,090 | -100.0% | Q1 2026 | Apr 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,900 | -100.0% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,797 | -100.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -727 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q1 2026 | May 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |