SPDR SERIES TRUST - BIL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 30,458,772 | 2,791,242 | 0.17% | 0.13% | 1 | +6,642,801 | 27.89% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,872,546 | 1,729,480 | 0.13% | 0.11% | 2 | +2,438,044 | 14.83% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 16,776,336 | 1,537,383 | 0.41% | 0.33% | 3 | +3,601,119 | 27.33% | Q1 2026 | May 06, 2026 |
| Howard Capital Management Inc. | History | Added to | 12,760,579 | 1,169,379 | 19.13% | 0.83% | 4 | +12,057,490 | 1714.93% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 8,301,101 | 760,712 | 0.11% | 0.12% | 5 | +103,788 | 1.27% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,195,302 | 751,017 | 0.14% | 0.12% | 6 | +1,210,160 | 17.32% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 8,064,081 | 738,993 | 0.13% | 0.12% | 7 | -104,054 | -1.27% | Q1 2026 | May 15, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 7,790,161 | 713,890 | 34.51% | 11.61% | 8 | +5,342,129 | 218.22% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,296,191 | 668,622 | 0.18% | 0.08% | 9 | +4,235,117 | 138.35% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 5,707,321 | 523,018 | 1.07% | 0.27% | 10 | +4,246,874 | 290.79% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,379,913 | 493,015 | 0.15% | 0.12% | 11 | +1,193,671 | 28.51% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,994,283 | 457,676 | 0.21% | 0.22% | 12 | +377,209 | 8.17% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,797,901 | 439,679 | 0.4% | 0.38% | 13 | +134,454 | 2.88% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 4,777,199 | 437,782 | 2.03% | 1.1% | 14 | +766,731 | 19.12% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 4,348,951 | 398,537 | 0.42% | 0.29% | 15 | +1,487,570 | 51.99% | Q1 2026 | May 13, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 4,263 | 390,629 | 7.46% | 8.84% | 16 | -55,346 | -92.85% | Q1 2026 | Apr 20, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 3,982,248 | 364,933 | 2.01% | 2.84% | 17 | -826,097 | -17.18% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,886,561 | 356,164 | 0.62% | 0.69% | 18 | -55,844 | -1.42% | Q1 2026 | May 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 3,564,358 | 325,063 | 2.28% | 1.75% | 19 | +823,025 | 30.02% | Q1 2026 | May 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 3,507,818 | 321,456 | 2.34% | 0.1% | 20 | +3,370,946 | 2462.85% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,937,116 | 269,162 | 0.06% | 0.03% | 21 | +1,468,909 | 100.05% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 2,911,066 | 266,770 | 0.06% | 0.05% | 22 | -279,360 | -8.76% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,648,917 | 242,747 | 0.63% | 0.41% | 23 | +953,193 | 56.21% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 2,630,828 | 241,089 | 0.63% | 0.61% | 24 | +159,750 | 6.46% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,398,278 | 219,812 | 0.32% | 0.3% | 25 | +164,926 | 7.38% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 2,293,052 | 210,135 | 2.4% | 2.59% | 26 | -12,579 | -0.55% | Q1 2026 | Apr 23, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 2,206,436 | 202,197 | 30.36% | — | 27 | +2,206,436 | New | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 2,106,472 | 191,920 | 2.15% | 0.08% | 28 | +2,037,332 | 2946.68% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 2,042,049 | 187,133 | 0.84% | 0.57% | 29 | +613,914 | 42.99% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 1,995,891 | 182,903 | 2.51% | 2.06% | 30 | +425,648 | 27.11% | Q1 2026 | Apr 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,917,892 | 175,755 | 4.16% | 4.45% | 31 | -79,547 | -3.98% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,746,817 | 160,078 | 1.2% | 1.08% | 32 | +192,079 | 12.35% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,697,549 | 155,563 | 1.69% | 0.22% | 33 | +1,484,628 | 697.27% | Q1 2026 | Apr 20, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 1,592,652 | 145,952 | 4.23% | — | 34 | +1,592,648 | 39816200.0% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,507,147 | 138,115 | 0.24% | 0.25% | 35 | -33,557 | -2.18% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,449,055 | 132,430 | 0.85% | 0.22% | 36 | +1,089,312 | 302.8% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,410,921 | 129,296 | 0.09% | 0.09% | 37 | +15,883 | 1.14% | Q1 2026 | May 12, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 1,363,410 | 124,942 | 0.21% | 0.11% | 38 | +651,127 | 91.41% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Added to | 1,318,642 | 120,840 | 9.14% | 8.04% | 39 | +220,599 | 20.09% | Q1 2026 | Apr 28, 2026 |
| Dakota Wealth Management | History | Added to | 1,296,094 | 118,774 | 2.57% | 1.99% | 40 | +71,635 | 5.85% | Q1 2026 | May 07, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 1,270,023 | 116,384 | 3.09% | 2.84% | 41 | -142,979 | -10.12% | Q1 2026 | May 15, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 1,256,313 | 115,128 | 9.9% | 6.45% | 42 | +265,522 | 26.8% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 1,256,192 | 115,117 | 1.29% | 0.19% | 43 | +1,074,082 | 589.8% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,183,912 | 108,493 | 0.07% | 0.06% | 44 | +127,474 | 12.07% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 1,179,437 | 108,083 | 0.13% | 0.1% | 45 | +301,197 | 34.3% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,138,500 | 104,332 | 0.14% | 0.11% | 46 | +231,055 | 25.46% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,083,618 | 99,302 | 1.23% | 1.09% | 47 | +171,116 | 18.75% | Q1 2026 | May 11, 2026 |
| Synergy Asset Management, LLC | History | Added to | 1,044,993 | 95,763 | 10.17% | 5.48% | 48 | +468,505 | 81.27% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Added to | 1,016,257 | 93,129 | 2.14% | 0.13% | 49 | +952,234 | 1487.33% | Q1 2026 | May 11, 2026 |
| Permanens Capital L.P. | History | Added to | 987,782 | 90,520 | 11.66% | 7.91% | 50 | +323,670 | 48.74% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 944,219 | 86,528 | 0.08% | 0.03% | 51 | +564,490 | 148.66% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 935,238 | 85,705 | 0.0% | 0.0% | 52 | -651,978 | -41.08% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 886,723 | 81,259 | 0.38% | 0.37% | 53 | +36,122 | 4.25% | Q1 2026 | Apr 24, 2026 |
| SPROTT INC. | History | Added to | 878,051 | 80,464 | 2.34% | 2.56% | 54 | +47,102 | 5.67% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 846,918 | 77,611 | 0.11% | 0.1% | 55 | +108,571 | 14.7% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 833,469 | 76,379 | 2.45% | 1.19% | 56 | +83,230 | 11.09% | Q1 2026 | Apr 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 830,484 | 76,105 | 1.32% | 0.05% | 57 | +799,191 | 2553.9% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Added to | 725,320 | 66,468 | 0.76% | 0.41% | 58 | +332,437 | 84.61% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 696,077 | 63,788 | 1.16% | 1.08% | 59 | +38,417 | 5.84% | Q1 2026 | Apr 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 691,000 | 63,323 | 0.02% | 0.12% | 60 | +203,000 | 41.6% | Q1 2026 | May 04, 2026 |
| Convergence Financial, LLC | History | Added to | 673,338 | 61,703 | 6.54% | 4.66% | 61 | +324,108 | 92.81% | Q1 2026 | May 11, 2026 |
| Valence8 US LP | History | Reduced | 658,302 | 60,326 | 21.09% | 22.59% | 62 | -176,149 | -21.11% | Q1 2026 | May 15, 2026 |
| SCHARF INVESTMENTS, LLC | History | Added to | 648,714 | 59,448 | 1.83% | 0.01% | 63 | +646,518 | 29440.71% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 644,277 | 59,041 | 0.08% | 0.09% | 64 | -119,491 | -15.64% | Q1 2026 | Apr 27, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | Added to | 640,038 | 58,653 | 30.09% | 10.5% | 65 | +403,427 | 170.5% | Q1 2026 | May 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 633,113 | 57,967 | 2.22% | 2.0% | 66 | +89,565 | 16.48% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 614,478 | 56,310 | 0.09% | 0.1% | 67 | -68,836 | -10.07% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 609,138 | 55,821 | 4.07% | 4.59% | 68 | -100,629 | -14.18% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 600,614 | 55,040 | 0.17% | 0.47% | 69 | -802,364 | -57.19% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 587,776 | 53,863 | 3.13% | 3.07% | 70 | +19,524 | 3.44% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 586,118 | 53,712 | 0.13% | 0.04% | 71 | +397,418 | 210.61% | Q1 2026 | Apr 22, 2026 |
| Acorns Advisers, LLC | History | Added to | 585,347 | 53,641 | 0.4% | 0.39% | 72 | +22,387 | 3.98% | Q1 2026 | May 14, 2026 |
| Cullen Capital Management, LLC | History | Added to | 577,062 | 52,881 | 0.54% | 0.01% | 73 | +565,791 | 5019.88% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 576,184 | 52,801 | 0.06% | 0.05% | 74 | +85,677 | 17.47% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 569,175 | 52,159 | 2.74% | 1.21% | 75 | +269,448 | 89.9% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 568,897 | 52,133 | 0.07% | 0.01% | 76 | +460,310 | 423.91% | Q1 2026 | May 15, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | Added to | 561,347 | 51,441 | 29.16% | 8.56% | 77 | +408,873 | 268.16% | Q1 2026 | Apr 07, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 559,760 | 51,296 | 0.35% | 0.24% | 78 | +37,377 | 7.16% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 550,043 | 50,405 | 0.14% | 0.17% | 79 | -224,506 | -28.99% | Q1 2026 | May 04, 2026 |
| Portside Wealth Group, LLC | History | Added to | 537,421 | 49,249 | 6.67% | 4.4% | 80 | +179,723 | 50.24% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 536,020 | 49,120 | 0.6% | 0.6% | 81 | +75,293 | 16.34% | Q1 2026 | Apr 23, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Added to | 535,375 | 48,954 | 8.98% | 4.89% | 82 | +218,606 | 69.01% | Q1 2026 | May 15, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 529,954 | 48,564 | 14.36% | 14.25% | 83 | +11,881 | 2.29% | Q1 2026 | May 04, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 529,388 | 48,493 | 4.33% | 4.29% | 84 | -1,730 | -0.33% | Q1 2026 | May 11, 2026 |
| Randolph Co Inc | History | Reduced | 527,354 | 48,326 | 4.62% | 8.47% | 85 | -439,762 | -45.47% | Q1 2026 | Apr 24, 2026 |
| Northstar Group, Inc. | History | Reduced | 525,029 | 48,113 | 6.8% | 6.66% | 86 | -9,786 | -1.83% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 517,551 | 47,428 | 0.35% | 0.24% | 87 | +194,824 | 60.37% | Q1 2026 | Apr 15, 2026 |
| Capital Research Global Investors | History | Added to | 516,253 | 47,309 | 0.01% | 0.0% | 88 | +466,868 | 945.36% | Q1 2026 | May 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 516,013 | 47,287 | 4.71% | 9.0% | 89 | -543,695 | -51.31% | Q1 2026 | May 07, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | Added to | 506,719 | 46,435 | 14.49% | 2.16% | 90 | +435,645 | 612.95% | Q1 2026 | Apr 17, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 505,482 | 46,322 | 4.66% | 4.27% | 91 | +43,144 | 9.33% | Q1 2026 | Apr 30, 2026 |
| Sollinda Capital Management LLC | History | Added to | 499,382 | 45,763 | 11.12% | 9.79% | 92 | +79,770 | 19.01% | Q1 2026 | Apr 30, 2026 |
| Proficio Capital Partners LLC | History | New | 496,430 | 45,492 | 2.43% | — | 93 | +496,430 | New | Q1 2026 | May 14, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | New | 495,333 | 45,392 | 5.14% | — | 94 | +495,333 | New | Q1 2026 | May 13, 2026 |
| McGuire Investment Group, LLC | History | Added to | 489,496 | 44,857 | 5.07% | 4.26% | 95 | +53,244 | 12.2% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 479,367 | 43,929 | 1.34% | 1.87% | 96 | -78,298 | -14.04% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Added to | 478,151 | 43,817 | 0.01% | 0.0% | 97 | +96,389 | 25.25% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 472,232 | 43,270 | 0.02% | 0.01% | 98 | +291,094 | 160.7% | Q1 2026 | May 15, 2026 |
| Apriem Advisors | History | Added to | 470,068 | 43,077 | 4.11% | 3.67% | 99 | +32,643 | 7.46% | Q1 2026 | May 14, 2026 |
| Second Half Financial Partners, LLC | History | No change | 469,315 | 43,007 | 19.36% | 19.04% | 100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Encompass More Asset Management | History | Added to | 458,344 | 42,002 | 7.04% | 0.49% | 101 | +429,380 | 1482.46% | Q1 2026 | Apr 28, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 454,804 | 41,678 | 4.25% | 0.26% | 102 | +427,776 | 1582.71% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Added to | 453,084 | 41,520 | 0.64% | 0.62% | 103 | +24,290 | 5.66% | Q1 2026 | Apr 13, 2026 |
| &PARTNERS | History | Reduced | 450,459 | 41,341 | 0.2% | 0.22% | 104 | -16,461 | -3.53% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 450,931 | 41,323 | 0.25% | 0.22% | 105 | +58,200 | 14.82% | Q1 2026 | May 05, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 450,415 | 41,276 | 5.79% | 6.02% | 106 | -20,465 | -4.35% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 445,361 | 40,812 | 0.18% | 0.11% | 107 | +159,886 | 56.01% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 445,322 | 40,809 | 1.81% | 1.36% | 108 | +124,849 | 38.96% | Q1 2026 | May 12, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 441,151 | 40,427 | 8.89% | 11.84% | 109 | -133,863 | -23.28% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 429,662 | 39,374 | 0.2% | 0.26% | 110 | -88,359 | -17.06% | Q1 2026 | May 08, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 422,689 | 38,625 | 10.53% | 10.53% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 412,336 | 37,786 | 0.5% | 0.56% | 112 | -23,099 | -5.3% | Q1 2026 | May 15, 2026 |
| 12th Street Asset Management Company, LLC | History | Reduced | 409,762 | 37,550 | 6.14% | 6.2% | 113 | -1,701 | -0.41% | Q1 2026 | May 12, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 405,871 | 37,124 | 23.64% | 13.06% | 114 | +132,188 | 48.3% | Q1 2026 | May 12, 2026 |
| Park Edge Advisors, LLC | History | Added to | 404,961 | 37,110 | 8.55% | 1.57% | 115 | +328,867 | 432.19% | Q1 2026 | Apr 20, 2026 |
| One Capital Management, LLC | History | Added to | 404,120 | 37,033 | 1.02% | 0.98% | 116 | +49,484 | 13.95% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 403,001 | 36,930 | 0.18% | 0.25% | 117 | -117,939 | -22.64% | Q1 2026 | May 14, 2026 |
| Sicart Associates LLC | History | Reduced | 401,682 | 36,810 | 9.46% | 10.66% | 118 | -38,000 | -8.64% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 401,003 | 36,748 | 0.07% | 0.06% | 119 | +48,993 | 13.92% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 399,085 | 36,572 | 0.02% | 0.01% | 120 | +146,693 | 58.12% | Q1 2026 | May 11, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 396,426 | 36,330 | 2.51% | 2.31% | 121 | +104,357 | 35.73% | Q1 2026 | May 18, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 392,402 | 35,959 | 0.15% | 0.15% | 122 | -4,272 | -1.08% | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 391,859 | 35,909 | 1.22% | 1.52% | 123 | -70,170 | -15.19% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 390,565 | 35,791 | 0.31% | 0.04% | 124 | +332,027 | 567.2% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | Added to | 389,030 | 35,650 | 0.23% | 0.16% | 125 | +104,596 | 36.77% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 387,442 | 35,505 | 0.04% | 0.07% | 126 | -294,726 | -43.2% | Q1 2026 | May 05, 2026 |
| Pacific Point Advisors, LLC | History | Added to | 387,247 | 35,487 | 18.72% | 15.38% | 127 | +72,922 | 23.2% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 391,273 | 35,271 | 1.84% | 1.94% | 128 | -15,444 | -3.8% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 378,993 | 34,730 | 0.64% | 0.67% | 129 | -12,028 | -3.08% | Q1 2026 | Apr 17, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 377,626 | 34,605 | 5.72% | 4.3% | 130 | +98,189 | 35.14% | Q1 2026 | May 08, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 376,972 | 34,545 | 6.54% | 5.59% | 131 | +54,413 | 16.87% | Q1 2026 | Apr 09, 2026 |
| Cypress Capital, LLC | History | Reduced | 375,265 | 34,389 | 9.78% | 10.14% | 132 | -21,197 | -5.35% | Q1 2026 | Apr 28, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 372,188 | 34,032 | 3.7% | 0.74% | 133 | +317,949 | 586.2% | Q1 2026 | Apr 10, 2026 |
| North Capital, Inc. | History | Added to | 370,284 | 33,932 | 28.74% | 28.02% | 134 | +14,501 | 4.08% | Q1 2026 | Apr 30, 2026 |
| Bell Bank | History | Reduced | 368,729 | 33,790 | 1.43% | 1.72% | 135 | -72,757 | -16.48% | Q1 2026 | Apr 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 366,152 | 33,554 | 0.94% | 0.87% | 136 | +26,108 | 7.68% | Q1 2026 | May 12, 2026 |
| TritonPoint Partners, LLC | History | New | 361,946 | 33,168 | 12.21% | — | 137 | +361,946 | New | Q1 2026 | Apr 28, 2026 |
| Donoghue Forlines LLC | History | New | 343,455 | 31,474 | 8.71% | — | 138 | +343,455 | New | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 340,477 | 31,201 | 1.74% | 1.23% | 139 | +107,988 | 46.45% | Q1 2026 | May 13, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 338,303 | 31,002 | 1.64% | 1.63% | 140 | -585 | -0.17% | Q1 2026 | Apr 17, 2026 |
| Carrera Capital Advisors | History | Added to | 338,084 | 30,982 | 4.77% | 4.84% | 141 | +23,381 | 7.43% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 338,060 | 30,979 | 0.66% | 0.74% | 142 | -42,293 | -11.12% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 337,232 | 30,903 | 0.01% | 0.04% | 143 | -948,983 | -73.78% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 331,752 | 30,401 | 0.71% | 0.48% | 144 | +113,839 | 52.24% | Q1 2026 | May 15, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | Added to | 327,761 | 30,036 | 14.68% | 13.7% | 145 | +10,564 | 3.33% | Q1 2026 | Apr 14, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 325,702 | 29,847 | 6.58% | 6.73% | 146 | -5,000 | -1.51% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 314,591 | 28,829 | 0.05% | 0.05% | 147 | +35,246 | 12.62% | Q1 2026 | May 15, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 311,857 | 28,578 | 9.08% | 8.36% | 148 | +64,500 | 26.08% | Q1 2026 | Apr 24, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 311,169 | 28,515 | 12.14% | 5.55% | 149 | +162,433 | 109.21% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 304,972 | 27,948 | 0.22% | — | 150 | +304,972 | New | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 303,556 | 27,817 | 0.22% | 0.27% | 151 | +57,534 | 23.39% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 346,298 | 27,739 | 0.06% | 0.04% | 152 | +7,693 | 2.27% | Q1 2026 | Apr 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 302,098 | 27,684 | 0.64% | 0.91% | 153 | +94,932 | 45.82% | Q1 2026 | Apr 27, 2026 |
| Twin Lakes Capital Management, LLC | History | Reduced | 300,155 | 27,506 | 12.51% | 15.21% | 154 | -74,562 | -19.9% | Q1 2026 | May 18, 2026 |
| Marshall Financial Group, LLC | History | New | 299,703 | 27,464 | 4.4% | — | 155 | +299,703 | New | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 297,268 | 27,241 | 0.0% | 0.0% | 156 | +186,629 | 168.68% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 296,111 | 27,135 | 0.3% | 0.25% | 157 | +93,089 | 45.85% | Q1 2026 | May 15, 2026 |
| Auour Investments LLC | History | Reduced | 288,484 | 26,436 | 8.32% | 8.69% | 158 | -10,586 | -3.54% | Q1 2026 | Apr 20, 2026 |
| SYKON CAPITAL LLC | History | Added to | 288,427 | 26,431 | 8.81% | 0.16% | 159 | +282,970 | 5185.45% | Q1 2026 | Apr 22, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 287,427 | 26,339 | 5.7% | 3.77% | 160 | +96,689 | 50.69% | Q1 2026 | May 12, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 285,729 | 26,186 | 0.05% | 0.0% | 161 | +272,835 | 2115.98% | Q1 2026 | May 14, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 285,733 | 26,184 | 3.17% | 2.59% | 162 | +33,271 | 13.18% | Q1 2026 | May 14, 2026 |
| Constant Guidance Financial LLC | History | New | 282,594 | 25,896 | 17.91% | — | 163 | +282,594 | New | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 281,563 | 25,802 | 1.77% | 1.37% | 164 | +54,547 | 24.03% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 278,818 | 25,551 | 1.21% | 1.46% | 165 | -70,149 | -20.1% | Q1 2026 | May 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 277,323 | 25,414 | 0.04% | 0.05% | 166 | -118,039 | -29.86% | Q1 2026 | May 13, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 271,386 | 24,869 | 10.91% | 9.43% | 167 | +47,439 | 21.18% | Q1 2026 | Apr 21, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 270,947 | 24,829 | 5.45% | 3.54% | 168 | +109,835 | 68.17% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 264,568 | 24,245 | 0.33% | 0.35% | 169 | -25 | -0.01% | Q1 2026 | May 12, 2026 |
| Vigilare Wealth Management | History | Added to | 263,761 | 24,171 | 8.17% | 0.35% | 170 | +252,226 | 2186.61% | Q1 2026 | Apr 01, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | History | Reduced | 262,612 | 24,065 | 0.08% | 0.25% | 171 | -618,365 | -70.19% | Q1 2026 | May 15, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 261,898 | 24,000 | 5.46% | 5.32% | 172 | +3,205 | 1.24% | Q1 2026 | Apr 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 258,136 | 23,655 | 0.33% | 0.26% | 173 | +42,681 | 19.81% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 257,679 | 23,613 | 0.9% | 0.92% | 174 | -18,352 | -6.65% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 256,824 | 23,473 | 0.22% | 0.4% | 175 | -151,077 | -37.04% | Q1 2026 | Apr 07, 2026 |
| Night Owl Capital Management, LLC | History | Added to | 255,441 | 23,408 | 2.73% | 2.28% | 176 | +28,233 | 12.43% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 255,349 | 23,384 | 0.03% | 0.02% | 177 | -4,006,333 | -94.01% | Q1 2026 | May 15, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 253,667 | 23,246 | 2.38% | 2.19% | 178 | +2,373 | 0.94% | Q1 2026 | Apr 21, 2026 |
| USA FINANCIAL FORMULAS | History | New | 253,563 | 23,236 | 4.38% | — | 179 | +253,563 | New | Q1 2026 | Apr 14, 2026 |
| Banco Santander, S.A. | History | Added to | 253,206 | 23,203 | 0.19% | 0.16% | 180 | +16,268 | 6.87% | Q1 2026 | May 08, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | Added to | 251,904 | 23,084 | 5.72% | 6.37% | 181 | +276 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 251,146 | 23,015 | 0.84% | 0.69% | 182 | +41,567 | 19.83% | Q1 2026 | Apr 28, 2026 |
| Caitlin John, LLC | History | Added to | 250,111 | 22,920 | 13.75% | 4.33% | 183 | +177,689 | 245.35% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 249,666 | 22,879 | 2.28% | 2.39% | 184 | -13,491 | -5.13% | Q1 2026 | Apr 30, 2026 |
| Ramiah Investment Group | History | Added to | 249,660 | 22,878 | 23.0% | 1.31% | 185 | +235,056 | 1609.53% | Q1 2026 | Apr 21, 2026 |
| Asset One Wealth Management LLC | History | Added to | 249,712 | 22,866 | 2.53% | 2.15% | 186 | +78,265 | 45.65% | Q1 2026 | May 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 249,357 | 22,806 | 1.29% | 0.84% | 187 | +92,745 | 59.22% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 247,564 | 22,686 | 0.53% | 0.22% | 188 | +151,063 | 156.54% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 246,875 | 22,623 | 0.13% | 0.08% | 189 | +4,006 | 1.65% | Q1 2026 | Apr 29, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 246,102 | 22,552 | 2.38% | 2.7% | 190 | -46,247 | -15.82% | Q1 2026 | Apr 09, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 244,901 | 22,442 | 5.12% | 4.98% | 191 | -1,441 | -0.58% | Q1 2026 | Apr 30, 2026 |
| Sound Portfolio Advisors, LLC | History | Added to | 243,547 | 22,318 | 18.13% | 18.37% | 192 | +4,205 | 1.76% | Q1 2026 | May 04, 2026 |
| Inscription Capital, LLC | History | Reduced | 243,507 | 22,314 | 2.35% | 3.62% | 193 | -141,941 | -36.82% | Q1 2026 | Apr 20, 2026 |
| Wealthfront Advisers LLC | History | Added to | 241,853 | 22,163 | 0.05% | 0.04% | 194 | +46,018 | 23.5% | Q1 2026 | May 05, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 240,725 | 22,060 | 9.24% | 0.01% | 195 | +240,303 | 56943.84% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 238,998 | 21,901 | 0.85% | 1.16% | 196 | +125,071 | 109.78% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 232,609 | 21,316 | 0.12% | 0.14% | 197 | -56,039 | -19.41% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 230,965 | 21,165 | 0.23% | — | 198 | +230,965 | New | Q1 2026 | May 12, 2026 |
| Maridea Wealth Management LLC | History | Added to | 226,471 | 20,753 | 3.02% | 2.92% | 199 | +13,719 | 6.45% | Q1 2026 | Apr 21, 2026 |
| Bison Wealth, LLC | History | Reduced | 225,278 | 20,610 | 1.99% | 3.29% | 200 | -94,370 | -29.52% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 224,326 | 20,557 | 0.33% | 0.36% | 201 | -12,165 | -5.14% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 216,658 | 19,854 | 0.23% | 0.14% | 202 | +78,527 | 56.85% | Q1 2026 | Apr 28, 2026 |
| Ebert Capital Management Inc. | History | Reduced | 216,242 | 19,816 | 20.24% | 20.55% | 203 | -15,627 | -6.74% | Q1 2026 | Apr 10, 2026 |
| Saratoga Research & Investment Management | History | Reduced | 215,077 | 19,709 | 1.12% | 1.08% | 204 | -10,104 | -4.49% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 213,105 | 19,473 | 0.35% | 0.35% | 205 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 212,357 | 19,460 | 0.66% | 0.27% | 206 | +53,125 | 33.36% | Q1 2026 | Apr 23, 2026 |
| YACKTMAN ASSET MANAGEMENT LP | History | Added to | 212,115 | 19,438 | 0.26% | 0.21% | 207 | +44,222 | 26.34% | Q1 2026 | May 01, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 211,062 | 19,341 | 2.53% | 2.19% | 208 | +48,814 | 30.09% | Q1 2026 | Apr 28, 2026 |
| High Note Wealth, LLC | History | Added to | 210,094 | 19,253 | 3.78% | 3.29% | 209 | +26,142 | 14.21% | Q1 2026 | May 11, 2026 |
| DT Investment Partners, LLC | History | Added to | 209,472 | 19,196 | 1.6% | 1.5% | 210 | +10,732 | 5.4% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 207,860 | 19,048 | 0.01% | 0.01% | 211 | -8,100 | -3.75% | Q1 2026 | Apr 30, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Added to | 206,840 | 18,954 | 2.27% | 1.78% | 212 | +45,578 | 28.26% | Q1 2026 | May 07, 2026 |
| Strategic Advisors LLC | History | Added to | 205,421 | 18,824 | 3.13% | 2.91% | 213 | +2,032 | 1.0% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | New | 204,519 | 18,723 | 0.28% | — | 214 | +204,519 | New | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 204,124 | 18,705 | 0.15% | 0.12% | 215 | +14,580 | 7.69% | Q1 2026 | May 11, 2026 |
| NORDEN GROUP LLC | History | Added to | 203,914 | 18,686 | 1.8% | 1.54% | 216 | +31,601 | 18.34% | Q1 2026 | Apr 15, 2026 |
| Blueprint Financial Advisors LLC | History | New | 203,146 | 18,616 | 2.76% | — | 217 | +203,146 | New | Q1 2026 | May 11, 2026 |
| Roundview Capital LLC | History | Reduced | 195,875 | 17,950 | 1.12% | 1.13% | 218 | -5,334 | -2.65% | Q1 2026 | May 08, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Added to | 195,446 | 17,910 | 4.02% | 3.17% | 219 | +34,031 | 21.08% | Q1 2026 | May 13, 2026 |
| Hofer & Associates. Inc | History | Reduced | 194,153 | 17,792 | 9.56% | 9.43% | 220 | -555 | -0.29% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 190,208 | 17,430 | 0.01% | 0.0% | 221 | +174,509 | 1111.59% | Q1 2026 | May 12, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 190,103 | 17,420 | 0.98% | 1.14% | 222 | -43,400 | -18.59% | Q1 2026 | May 08, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 189,625 | 17,327 | 8.56% | 8.75% | 223 | +1,882 | 1.0% | Q1 2026 | Apr 20, 2026 |
| J2 Capital Management Inc | History | Added to | 188,322 | 17,257 | 11.83% | 9.52% | 224 | +45,481 | 31.84% | Q1 2026 | Apr 21, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 186,884 | 17,126 | 2.12% | 13.64% | 225 | -976,912 | -83.94% | Q1 2026 | Apr 23, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 186,296 | 17,072 | 10.87% | 2.68% | 226 | +142,941 | 329.7% | Q1 2026 | Apr 27, 2026 |
| AA Financial Advisors, LLC | History | New | 185,228 | 16,974 | 2.39% | — | 227 | +185,228 | New | Q1 2026 | Apr 20, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 183,834 | 16,846 | 8.55% | 3.5% | 228 | +118,603 | 181.82% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 181,849 | 16,664 | 0.12% | 0.19% | 229 | -92,706 | -33.77% | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 181,746 | 16,654 | 0.3% | 0.31% | 230 | +7,753 | 4.46% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 181,226 | 16,607 | 0.03% | 0.0% | 231 | +179,954 | 14147.33% | Q1 2026 | May 01, 2026 |
| STATE STREET CORP | History | New | 179,944 | 16,490 | 0.0% | — | 232 | +179,944 | New | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 179,186 | 16,420 | 2.5% | 2.68% | 233 | -11,416 | -5.99% | Q1 2026 | May 07, 2026 |
| Montis Financial, LLC | History | Added to | 178,976 | 16,401 | 3.39% | 3.06% | 234 | +9,676 | 5.72% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Added to | 178,162 | 16,326 | 0.05% | 0.01% | 235 | +129,947 | 269.52% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 177,081 | 16,227 | 0.68% | — | 236 | +177,081 | New | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 174,699 | 16,009 | 0.08% | 0.07% | 237 | +58,690 | 50.59% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 172,467 | 15,759 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 171,742 | 15,738 | 0.58% | 0.12% | 239 | +137,678 | 404.17% | Q1 2026 | May 14, 2026 |
| Samara Investment Management, LLC | History | New | 169,423 | 15,525 | 16.09% | — | 240 | +169,423 | New | Q1 2026 | May 07, 2026 |
| Hardman Johnston Global Advisors LLC | History | New | 168,020 | 15,397 | 0.73% | — | 241 | +168,020 | New | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 167,261 | 15,328 | 0.09% | 0.15% | 242 | -111,796 | -40.06% | Q1 2026 | May 15, 2026 |
| Ranch Capital Advisors Inc. | History | Reduced | 166,107 | 15,222 | 5.5% | 5.88% | 243 | -8,829 | -5.05% | Q1 2026 | May 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 163,139 | 14,950 | 1.02% | 0.68% | 244 | +43,670 | 36.55% | Q1 2026 | May 21, 2026 |
| Tidal Investments LLC | History | Added to | 161,845 | 14,814 | 0.03% | 0.0% | 245 | +140,631 | 662.92% | Q1 2026 | May 15, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 161,200 | 14,772 | 5.98% | 5.65% | 246 | +2,112 | 1.33% | Q1 2026 | Apr 27, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 161,168 | 14,769 | 2.48% | 2.55% | 247 | -1,740 | -1.07% | Q1 2026 | Apr 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 161,212 | 14,752 | 0.89% | 0.96% | 248 | +1,215 | 0.76% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Reduced | 159,470 | 14,613 | 0.06% | 0.12% | 249 | -153,051 | -48.97% | Q1 2026 | May 14, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 159,302 | 14,598 | 5.42% | 1.4% | 250 | +117,011 | 276.68% | Q1 2026 | Apr 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 156,568 | 14,347 | 0.12% | 0.14% | 251 | -41,047 | -20.77% | Q1 2026 | May 14, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 156,518 | 14,343 | 6.35% | 6.21% | 252 | +3,442 | 2.25% | Q1 2026 | May 01, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 155,958 | 14,291 | 7.07% | 7.76% | 254 | -9,150 | -5.54% | Q1 2026 | Apr 16, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 155,952 | 14,291 | 2.97% | 3.04% | 253 | -1,785 | -1.13% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 155,169 | 14,219 | 0.08% | 0.05% | 255 | +67,067 | 76.12% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 152,771 | 13,999 | 0.54% | 0.35% | 256 | +51,491 | 50.84% | Q1 2026 | May 12, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 151,694 | 13,901 | 1.05% | 1.54% | 257 | -72,642 | -32.38% | Q1 2026 | May 14, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 151,059 | 13,843 | 11.31% | 3.92% | 258 | +80,554 | 114.25% | Q1 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 150,164 | 13,761 | 1.34% | 1.54% | 259 | -37,775 | -20.1% | Q1 2026 | May 01, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 150,087 | 13,753 | 4.44% | 1.35% | 260 | +103,571 | 222.66% | Q1 2026 | May 13, 2026 |
| Spartan Planning & Wealth Management | History | Added to | 149,192 | 13,671 | 10.11% | 0.26% | 261 | +145,391 | 3825.07% | Q1 2026 | Apr 16, 2026 |
| Trek Financial, LLC | History | Added to | 148,083 | 13,570 | 0.72% | 0.7% | 262 | +15,787 | 11.93% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 147,635 | 13,529 | 0.05% | 0.07% | 263 | -31,118 | -17.41% | Q1 2026 | Apr 30, 2026 |
| Stelac Advisory Services LLC | History | New | 145,688 | 13,350 | 2.7% | — | 264 | +145,688 | New | Q1 2026 | May 08, 2026 |
| Treasure Coast Financial Planning | History | Added to | 145,104 | 13,297 | 6.84% | 6.72% | 265 | +6,577 | 4.75% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | Reduced | 144,843 | 13,273 | 2.16% | 2.19% | 266 | -7,105 | -4.68% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 144,111 | 13,206 | 0.13% | 0.13% | 267 | +19,726 | 15.86% | Q1 2026 | May 12, 2026 |
| Everstar Asset Management, LLC | History | Added to | 143,994 | 13,195 | 7.02% | 6.01% | 268 | +21,383 | 17.44% | Q1 2026 | Apr 16, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 143,229 | 13,125 | 5.93% | 5.08% | 269 | +13,104 | 10.07% | Q1 2026 | May 13, 2026 |
| Advisor OS, LLC | History | Added to | 143,169 | 13,119 | 0.95% | 0.02% | 270 | +140,685 | 5663.65% | Q1 2026 | May 07, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 141,794 | 12,994 | 4.24% | — | 271 | +141,794 | New | Q1 2026 | Apr 10, 2026 |
| Lionsbridge Wealth Management LLC | History | New | 141,754 | 12,990 | 13.06% | — | 272 | +141,754 | New | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 141,027 | 12,923 | 1.59% | 1.54% | 273 | +7,202 | 5.38% | Q1 2026 | Apr 27, 2026 |
| BTS Asset Management, Inc. | History | New | 140,398 | 12,866 | 49.59% | — | 274 | +140,398 | New | Q1 2026 | May 13, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 138,914 | 12,730 | 4.22% | 2.92% | 275 | +40,266 | 40.82% | Q1 2026 | May 06, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 136,165 | 12,478 | 1.81% | 1.67% | 276 | +6,250 | 4.81% | Q1 2026 | Apr 08, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 135,585 | 12,425 | 0.73% | 0.91% | 277 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Purewater Capital LLC | History | New | 134,912 | 12,363 | 11.84% | — | 278 | +134,912 | New | Q1 2026 | May 14, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 135,282 | 12,362 | 2.93% | 2.93% | 279 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 134,130 | 12,291 | 5.51% | 5.7% | 280 | -4,133 | -2.99% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 133,734 | 12,255 | 0.57% | 0.48% | 281 | +22,051 | 19.74% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 133,195 | 12,174 | 0.21% | 0.19% | 282 | +20,114 | 17.79% | Q1 2026 | May 14, 2026 |
| TKG Advisors, LLC | History | Added to | 132,821 | 12,171 | 5.03% | 3.56% | 283 | +36,120 | 37.35% | Q1 2026 | Apr 24, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 132,585 | 12,150 | 9.64% | 0.22% | 284 | +129,648 | 4414.3% | Q1 2026 | May 12, 2026 |
| Lumbard & Kellner, LLC | History | Reduced | 132,326 | 12,126 | 4.2% | 4.92% | 285 | -21,544 | -14.0% | Q1 2026 | May 15, 2026 |
| JBR Co Financial Management Inc | History | No change | 132,445 | 12,102 | 5.07% | 5.07% | 286 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 131,669 | 12,066 | 0.9% | 0.98% | 287 | -43,731 | -24.93% | Q1 2026 | May 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 131,122 | 12,015 | 0.15% | 0.09% | 288 | +55,541 | 73.49% | Q1 2026 | May 08, 2026 |
| Calamos Advisors LLC | History | New | 129,038 | 11,825 | 0.04% | — | 290 | +129,038 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 129,038 | 11,825 | 0.41% | 0.54% | 289 | -42,545 | -24.8% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 128,652 | 11,789 | 1.5% | 1.67% | 291 | -19,809 | -13.34% | Q1 2026 | May 11, 2026 |
| Aegis Wealth Management, Inc. | History | New | 127,833 | 11,714 | 9.2% | — | 292 | +127,833 | New | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 126,719 | 11,612 | 0.23% | 0.3% | 293 | -32,103 | -20.21% | Q1 2026 | May 14, 2026 |
| Ryan Investment Management, Inc. | History | New | 125,945 | 11,541 | 6.49% | — | 294 | +125,945 | New | Q1 2026 | Apr 27, 2026 |
| Ethos Financial Group, LLC | History | Added to | 125,756 | 11,524 | 0.84% | 0.22% | 295 | +92,991 | 283.81% | Q1 2026 | May 05, 2026 |
| FWG Holdings, LLC | History | New | 125,979 | 11,519 | 4.35% | — | 296 | +125,979 | New | Q1 2026 | Apr 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 125,846 | 11,506 | 2.58% | 2.62% | 297 | +8,606 | 7.34% | Q1 2026 | May 08, 2026 |
| Advisors Preferred, LLC | History | Reduced | 124,480 | 11,407 | 1.68% | 1.88% | 298 | -1,560 | -1.24% | Q1 2026 | May 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 124,432 | 11,402 | 0.83% | 0.66% | 299 | +17,703 | 16.59% | Q1 2026 | Apr 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 123,207 | 11,290 | 1.62% | 1.76% | 300 | -7,964 | -6.07% | Q1 2026 | May 13, 2026 |