SPDR SERIES TRUST - BILS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 3,683,603 | 366,297 | 0.1% | 0.1% | 1 | +89,683 | 2.5% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Reduced | 2,019,477 | 200,816 | 0.53% | 0.55% | 2 | -37,965 | -1.85% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,420,994 | 141,302 | 0.03% | 0.02% | 3 | +382,710 | 36.86% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,330,914 | 132,346 | 0.01% | 0.01% | 4 | -17,193 | -1.28% | Q1 2026 | May 15, 2026 |
| Miller Investment Management, LP | History | Added to | 1,260,535 | 125,347 | 12.45% | 9.78% | 5 | +251,445 | 24.92% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 638,662 | 63,508 | 0.01% | 0.01% | 6 | -397 | -0.06% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 604,754 | 60,140 | 0.09% | 0.09% | 7 | -4,700 | -0.77% | Q1 2026 | May 15, 2026 |
| Bell Bank | History | Added to | 598,332 | 59,498 | 2.52% | 2.32% | 8 | +50,990 | 9.32% | Q1 2026 | Apr 23, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 550,393 | 54,731 | 7.21% | 6.94% | 9 | -7,367 | -1.32% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 469,941 | 46,730 | 0.0% | 0.0% | 10 | +144,690 | 44.49% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 446,298 | 44,379 | 0.01% | 0.01% | 11 | +3,884 | 0.88% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 420,602 | 41,824 | 0.01% | 0.01% | 12 | +6,014 | 1.45% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 397,444 | 39,521 | 0.01% | 0.01% | 13 | -38,088 | -8.75% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 365,336 | 36,329 | 0.86% | 0.94% | 14 | -24,589 | -6.31% | Q1 2026 | May 11, 2026 |
| Marshall Financial Group, LLC | History | New | 360,770 | 35,874 | 5.74% | — | 15 | +360,770 | New | Q1 2026 | Apr 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 353,817 | 35,183 | 0.05% | 0.07% | 16 | -173,616 | -32.92% | Q1 2026 | Apr 27, 2026 |
| One Day In July LLC | History | Added to | 328,210 | 32,637 | 2.61% | 2.64% | 17 | +3,984 | 1.23% | Q1 2026 | May 05, 2026 |
| Proficio Capital Partners LLC | History | Added to | 288,942 | 28,782 | 1.54% | 0.76% | 18 | +180,357 | 166.1% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 284,577 | 28,301 | 0.04% | 0.04% | 19 | +13,558 | 5.0% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 268,069 | 26,656 | 0.03% | 0.03% | 20 | -35,651 | -11.74% | Q1 2026 | May 13, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 265,419 | 26,393 | 3.24% | 1.21% | 21 | +167,113 | 169.99% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 258,991 | 25,754 | 0.07% | 0.07% | 22 | -14,380 | -5.26% | Q1 2026 | May 04, 2026 |
| SoundView Advisors Inc. | History | Reduced | 257,283 | 25,584 | 9.11% | 9.56% | 23 | -18,852 | -6.83% | Q1 2026 | May 01, 2026 |
| PECAUT & CO. | History | Reduced | 256,061 | 25,462 | 8.27% | 14.77% | 24 | -205,341 | -44.5% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 256,004 | 25,457 | 0.01% | 0.02% | 25 | -67,827 | -20.95% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 242,249 | 24,089 | 0.03% | 0.02% | 26 | +130,201 | 116.2% | Q1 2026 | May 15, 2026 |
| Asset One Wealth Management LLC | History | Added to | 237,553 | 23,598 | 2.61% | 2.18% | 27 | +77,025 | 47.98% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 218,075 | 21,685 | 0.51% | 0.42% | 28 | +29,438 | 15.61% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 213,098 | 21,190 | 0.17% | 0.19% | 29 | +53,633 | 33.63% | Q1 2026 | May 15, 2026 |
| Peak Asset Management, LLC | History | Added to | 210,297 | 20,911 | 3.69% | 3.49% | 30 | +3,594 | 1.74% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 206,357 | 20,520 | 0.0% | 0.01% | 31 | -147,711 | -41.72% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 196,124 | 19,502 | 0.02% | 0.02% | 32 | +18,858 | 10.64% | Q1 2026 | May 05, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 190,156 | 18,909 | 0.64% | 0.7% | 33 | -6,945 | -3.52% | Q1 2026 | Apr 20, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 187,920 | 18,645 | 5.08% | 5.08% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 184,651 | 18,361 | 0.02% | 0.04% | 35 | -127,989 | -40.94% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 180,900 | 17,988 | 0.01% | 0.01% | 36 | +43,247 | 31.42% | Q1 2026 | May 07, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 174,529 | 17,355 | 9.17% | 7.71% | 37 | +28,603 | 19.6% | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 173,308 | 17,233 | 0.72% | — | 38 | +173,308 | New | Q1 2026 | May 14, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 159,566 | 15,867 | 7.64% | 7.66% | 39 | +2,357 | 1.5% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 158,499 | 15,726 | 0.1% | 0.09% | 40 | +18,734 | 13.4% | Q1 2026 | May 15, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 153,758 | 15,289 | 2.41% | 2.11% | 41 | +19,602 | 14.61% | Q1 2026 | Apr 21, 2026 |
| DBK Financial Counsel, LLC | History | No change | 152,749 | 15,155 | 11.64% | 11.64% | 42 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 146,801 | 14,597 | 0.07% | 0.03% | 43 | +83,529 | 132.02% | Q1 2026 | May 08, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Added to | 141,506 | 14,071 | 7.29% | 7.54% | 44 | +581 | 0.41% | Q1 2026 | Apr 22, 2026 |
| Treasure Coast Financial Planning | History | Added to | 141,297 | 14,050 | 7.23% | 6.78% | 45 | +12,658 | 9.84% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 140,166 | 13,938 | 0.0% | 0.0% | 46 | +111,975 | 397.2% | Q1 2026 | May 15, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 135,356 | 13,459 | 5.96% | 5.72% | 47 | +5,465 | 4.21% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 130,494 | 12,976 | 0.02% | 0.03% | 48 | -24,546 | -15.83% | Q1 2026 | May 14, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 126,275 | 12,556 | 7.19% | 7.84% | 49 | +6,494 | 5.42% | Q1 2026 | May 14, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 124,196 | 12,350 | 6.7% | 5.52% | 50 | +1,229 | 1.0% | Q1 2026 | May 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 119,196 | 11,852 | 0.45% | 0.44% | 51 | +669 | 0.56% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 117,974 | 11,731 | 0.02% | 0.01% | 52 | +76,642 | 185.43% | Q1 2026 | May 15, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 115,288 | 11,464 | 6.84% | 2.94% | 53 | +72,908 | 172.03% | Q1 2026 | May 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 113,466 | 11,283 | 1.59% | — | 54 | +113,466 | New | Q1 2026 | May 08, 2026 |
| NDWM LLC | History | Reduced | 112,096 | 11,146 | 7.23% | 9.18% | 55 | -27,762 | -19.85% | Q1 2026 | Apr 24, 2026 |
| Anson Capital, Inc. | History | Added to | 105,799 | 10,520 | 7.2% | 7.08% | 56 | +7,680 | 7.83% | Q1 2026 | May 13, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 105,026 | 10,420 | 1.96% | 1.96% | 57 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 97,313 | 9,674 | 0.0% | 0.0% | 58 | +32,044 | 49.1% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 96,792 | 9,624 | 0.1% | — | 59 | +96,792 | New | Q1 2026 | May 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 96,743 | 9,620 | 2.26% | 1.55% | 60 | +32,214 | 49.92% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 220,442 | 9,300 | 0.43% | 0.03% | 61 | +128,017 | 138.51% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 92,558 | 9,203 | 0.02% | 0.01% | 62 | +45,442 | 96.45% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 89,273 | 8,877 | 0.01% | 0.01% | 63 | +3,810 | 4.46% | Q1 2026 | May 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 88,389 | 8,789 | 3.48% | 2.98% | 64 | +11,254 | 14.59% | Q1 2026 | May 14, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 84,492 | 8,401 | 2.48% | 2.43% | 65 | +3,056 | 3.75% | Q1 2026 | May 04, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 82,942 | 8,247 | 1.19% | 1.32% | 66 | -7,519 | -8.31% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 82,333 | 8,187 | 0.1% | 0.1% | 67 | +3,105 | 3.92% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 81,105 | 8,065 | 0.31% | 0.23% | 68 | +18,546 | 29.65% | Q1 2026 | May 12, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 80,926 | 8,047 | 3.61% | 3.89% | 69 | -5,954 | -6.85% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 76,729 | 7,608 | 0.07% | 0.08% | 70 | -986 | -1.27% | Q1 2026 | Apr 07, 2026 |
| Procyon Advisors, LLC | History | Reduced | 73,954 | 7,353 | 0.36% | 0.38% | 71 | -3,333 | -4.31% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 73,316 | 7,291 | 0.02% | 0.02% | 72 | +11,298 | 18.22% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 72,898 | 7,248 | 0.22% | 0.18% | 73 | +13,005 | 21.71% | Q1 2026 | May 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 70,766 | 7,036 | 2.66% | 2.32% | 74 | +7,661 | 12.14% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | Reduced | 67,021 | 6,664 | 0.13% | 0.15% | 75 | -10,509 | -13.55% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 65,630 | 6,526 | 0.01% | 0.0% | 76 | +62,331 | 1889.39% | Q1 2026 | May 15, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 65,590 | 6,522 | 2.26% | 1.16% | 77 | +33,592 | 104.98% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 63,212 | 6,285 | 0.08% | 0.02% | 78 | +50,915 | 414.04% | Q1 2026 | May 11, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 63,155 | 6,279 | 1.04% | 1.11% | 79 | -3,296 | -4.96% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 62,570 | 6,221 | 0.07% | 0.06% | 80 | +8,037 | 14.74% | Q1 2026 | Apr 20, 2026 |
| Samara Investment Management, LLC | History | New | 62,361 | 6,201 | 6.43% | — | 81 | +62,361 | New | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 60,859 | 6,051 | 0.03% | 0.04% | 82 | -15,839 | -20.65% | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 58,869 | 5,854 | 0.17% | 0.17% | 83 | +688 | 1.18% | Q1 2026 | Apr 21, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 56,730 | 5,641 | 0.93% | 1.06% | 84 | -5,435 | -8.74% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 55,934 | 5,562 | 0.01% | 0.01% | 85 | +947 | 1.72% | Q1 2026 | Apr 22, 2026 |
| Csenge Advisory Group | History | Added to | 54,157 | 5,385 | 0.25% | 0.12% | 86 | +28,348 | 109.84% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 53,656 | 5,335 | 0.14% | — | 87 | +53,656 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 51,745 | 5,145 | 0.12% | 0.12% | 88 | -1,636 | -3.06% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 51,223 | 5,093 | 0.07% | 0.08% | 89 | -4,802 | -8.57% | Q1 2026 | May 15, 2026 |
| Carr Financial Group Corp | History | Added to | 51,145 | 5,085 | 1.34% | 1.34% | 90 | +317 | 0.62% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 47,541 | 4,727 | 0.05% | 0.05% | 91 | +2,393 | 5.3% | Q1 2026 | Apr 28, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 47,397 | 4,713 | 2.9% | 2.73% | 92 | +1,946 | 4.28% | Q1 2026 | Apr 16, 2026 |
| Waldron Private Wealth LLC | History | Added to | 47,258 | 4,699 | 0.18% | 0.18% | 93 | +1,539 | 3.37% | Q1 2026 | Apr 10, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 44,710 | 4,445 | 0.2% | 0.25% | 94 | -10,429 | -18.91% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 44,677 | 4,442 | 0.09% | 0.09% | 95 | -627 | -1.38% | Q1 2026 | Apr 14, 2026 |
| HM PAYSON & CO | History | Added to | 44,132 | 4,388 | 0.06% | 0.06% | 96 | +149 | 0.34% | Q1 2026 | Apr 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 43,272 | 4,293 | 0.2% | 0.2% | 97 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 42,030 | 4,179 | 0.64% | 0.71% | 98 | -823 | -1.92% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 41,624 | 4,139 | 0.02% | 0.02% | 99 | -13,196 | -24.07% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 41,615 | 4,138 | 0.05% | 0.03% | 100 | +14,718 | 54.72% | Q1 2026 | May 05, 2026 |
| Portland Global Advisors LLC | History | Reduced | 40,147 | 3,992 | 0.43% | 0.53% | 101 | -9,689 | -19.44% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 39,966 | 3,974 | 0.05% | 0.08% | 102 | -21,894 | -35.39% | Q1 2026 | Apr 28, 2026 |
| Advisor Resource Council | History | Added to | 39,596 | 3,937 | 1.27% | 1.03% | 103 | +10,496 | 36.07% | Q1 2026 | May 07, 2026 |
| Caitlin John, LLC | History | Added to | 39,362 | 3,914 | 2.35% | 1.97% | 104 | +8,967 | 29.5% | Q1 2026 | May 13, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 36,256 | 3,605 | 3.28% | 3.11% | 105 | +2,270 | 6.68% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 36,069 | 3,586 | 0.13% | 0.15% | 106 | +2,564 | 7.65% | Q1 2026 | May 19, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 34,610 | 3,441 | 0.19% | 0.22% | 107 | -7,285 | -17.39% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 34,338 | 3,414 | 0.0% | — | 108 | +34,338 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 33,647 | 3,345 | 0.21% | 0.19% | 109 | -5,156 | -13.29% | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Added to | 33,633 | 3,344 | 0.19% | 0.17% | 110 | +3,089 | 10.11% | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 33,100 | 3,291 | 0.02% | 0.01% | 111 | +6,250 | 23.28% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 32,569 | 3,238 | 0.07% | 0.04% | 112 | +10,488 | 47.5% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 31,947 | 3,176 | 0.01% | 0.01% | 113 | +39 | 0.12% | Q1 2026 | May 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 30,380 | 3,020 | 0.32% | 0.44% | 114 | -11,424 | -27.33% | Q1 2026 | Apr 22, 2026 |
| Cresset Asset Management, LLC | History | Added to | 27,997 | 2,784 | 0.01% | 0.01% | 115 | +9,991 | 55.49% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 26,919 | 2,676 | 0.01% | 0.01% | 116 | +4,386 | 19.46% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Reduced | 26,764 | 2,661 | 0.06% | 0.06% | 117 | -5,336 | -16.62% | Q1 2026 | May 07, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 25,323 | 2,511 | 0.56% | 0.13% | 119 | +20,167 | 391.14% | Q1 2026 | May 08, 2026 |
| Weaver Capital Management LLC | History | Reduced | 25,252 | 2,511 | 0.54% | 0.53% | 118 | -57 | -0.23% | Q1 2026 | Apr 17, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 24,557 | 2,441 | 2.11% | 2.9% | 120 | -10,007 | -28.95% | Q1 2026 | May 06, 2026 |
| Traub Capital Management LLC | History | Added to | 24,516 | 2,437 | 2.42% | 2.29% | 121 | +555 | 2.32% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 23,895 | 2,376 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 22,787 | 2,265 | 0.44% | 0.21% | 123 | +13,840 | 154.69% | Q1 2026 | May 15, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 22,093 | 2,196 | 0.57% | 0.74% | 124 | -6,714 | -23.31% | Q1 2026 | Apr 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 21,596 | 2,147 | 0.05% | — | 125 | +21,596 | New | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 20,760 | 2,064 | 0.03% | 0.02% | 126 | +590 | 2.93% | Q1 2026 | Apr 20, 2026 |
| Patten Group, Inc. | History | Reduced | 20,616 | 2,050 | 0.36% | 0.39% | 127 | -797 | -3.72% | Q1 2026 | Apr 24, 2026 |
| Simplicity Wealth,LLC | History | Added to | 19,544 | 1,943 | 0.11% | 0.04% | 128 | +12,135 | 163.79% | Q1 2026 | Apr 30, 2026 |
| One Capital Management, LLC | History | Added to | 19,514 | 1,940 | 0.05% | 0.05% | 129 | +3,020 | 18.31% | Q1 2026 | May 12, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 19,258 | 1,915 | 0.67% | 0.67% | 130 | +549 | 2.93% | Q1 2026 | Apr 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 18,988 | 1,888 | 0.23% | 0.27% | 131 | -2,984 | -13.58% | Q1 2026 | Apr 27, 2026 |
| TFR Capital, LLC. | History | Reduced | 18,801 | 1,869 | 0.57% | 0.64% | 132 | -699 | -3.58% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 18,548 | 1,844 | 0.21% | 0.21% | 133 | -526 | -2.76% | Q1 2026 | Apr 16, 2026 |
| &PARTNERS | History | Added to | 17,485 | 1,738 | 0.01% | 0.01% | 134 | +6,297 | 56.28% | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 17,178 | 1,704 | 0.39% | 1.55% | 135 | -88,610 | -83.76% | Q1 2026 | Apr 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 17,027 | 1,693 | 1.16% | 1.15% | 136 | +1,431 | 9.18% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 16,871 | 1,677 | 0.02% | 0.02% | 137 | -2,317 | -12.08% | Q1 2026 | Apr 20, 2026 |
| Values First Advisors, Inc. | History | Added to | 16,868 | 1,677 | 0.87% | 0.81% | 138 | +1,134 | 7.21% | Q1 2026 | Apr 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 16,814 | 1,671 | 0.19% | 0.23% | 139 | -4,024 | -19.31% | Q1 2026 | Apr 16, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 16,724 | 1,662 | 0.27% | 0.05% | 140 | +13,410 | 404.65% | Q1 2026 | Apr 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 16,376 | 1,628 | 0.16% | 0.25% | 141 | -11,849 | -41.98% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,189 | 1,609 | 0.01% | 0.0% | 142 | +12,485 | 337.07% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 16,158 | 1,606 | 0.09% | 0.1% | 143 | -1,342 | -7.67% | Q1 2026 | Apr 30, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 16,002 | 1,591 | 0.05% | 0.06% | 144 | -2,850 | -15.12% | Q1 2026 | May 04, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 15,942 | 1,585 | 0.22% | 0.35% | 145 | -8,066 | -33.6% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,468 | 1,538 | 0.0% | — | 146 | +15,468 | New | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 15,339 | 1,525 | 0.39% | 0.02% | 147 | +14,469 | 1663.1% | Q1 2026 | Apr 06, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 15,024 | 1,493 | 0.15% | 0.14% | 148 | +1,034 | 7.39% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 14,826 | 1,474 | 0.04% | 0.06% | 149 | -2,912 | -16.42% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 14,799 | 1,471 | 0.02% | — | 150 | +14,799 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 14,799 | 1,471 | 0.03% | — | 151 | +14,799 | New | Q1 2026 | Apr 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 14,219 | 1,413 | 0.06% | 0.08% | 152 | -525 | -3.56% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 13,876 | 1,379 | 0.0% | 0.0% | 153 | -1,006 | -6.76% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 13,231 | 1,315 | 0.0% | 0.0% | 154 | -16,447 | -55.42% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 12,667 | 1,259 | 0.03% | 0.03% | 155 | -145 | -1.13% | Q1 2026 | May 04, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 12,425 | 1,233 | 0.16% | 0.14% | 156 | +1,636 | 15.16% | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Group | History | Added to | 12,331 | 1,226 | 0.08% | 0.07% | 157 | +2,135 | 20.94% | Q1 2026 | May 13, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 12,168 | 1,209 | 0.4% | 0.41% | 158 | -770 | -5.95% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 11,912 | 1,184 | 0.02% | 0.02% | 159 | -430 | -3.48% | Q1 2026 | May 07, 2026 |
| Prospera Financial Services Inc | History | Reduced | 11,719 | 1,165 | 0.02% | 0.02% | 160 | -600 | -4.87% | Q1 2026 | Apr 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 11,095 | 1,103 | 0.56% | 0.63% | 161 | -681 | -5.78% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,499 | 1,044 | 0.04% | 0.04% | 162 | -1,050 | -9.09% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 10,413 | 1,035 | 0.0% | 0.01% | 163 | -32,420 | -75.69% | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Added to | 10,121 | 1,006 | 0.17% | 0.17% | 164 | +139 | 1.39% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 10,066 | 1,001 | 0.04% | 0.05% | 165 | -431 | -4.11% | Q1 2026 | Apr 28, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 10,023 | 996 | 0.53% | 0.85% | 166 | -6,066 | -37.7% | Q1 2026 | May 04, 2026 |
| Collier Financial | History | Reduced | 9,931 | 987 | 0.75% | 0.98% | 167 | -3,167 | -24.18% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 9,791 | 974 | 0.05% | 0.09% | 168 | -9,583 | -49.46% | Q1 2026 | May 18, 2026 |
| Nemes Rush Group LLC | History | Added to | 9,565 | 951 | 0.09% | 0.08% | 169 | +793 | 9.04% | Q1 2026 | Apr 21, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 9,430 | 937 | 0.1% | 0.1% | 170 | -1,490 | -13.64% | Q1 2026 | May 06, 2026 |
| Convergence Financial, LLC | History | Added to | 9,216 | 916 | 0.1% | 0.06% | 171 | +4,749 | 106.31% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 9,137 | 908 | 0.06% | 0.06% | 172 | +543 | 6.32% | Q1 2026 | May 12, 2026 |
| TABLEAUX LLC | History | Reduced | 8,913 | 886 | 0.43% | 0.97% | 173 | -3,946 | -30.69% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 8,816 | 876 | 0.0% | 0.0% | 174 | +7,456 | 548.24% | Q1 2026 | May 13, 2026 |
| TCFG Investment Advisors, LLC | History | New | 8,580 | 853 | 0.32% | — | 176 | +8,580 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 8,580 | 853 | 0.32% | 0.33% | 175 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 8,556 | 851 | 0.02% | 0.02% | 177 | -693 | -7.49% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,440 | 839 | 0.04% | 0.1% | 178 | -13,161 | -60.93% | Q1 2026 | May 12, 2026 |
| XXI WEALTH, LLC | History | Added to | 8,408 | 836 | 0.47% | 0.5% | 179 | +155 | 1.88% | Q1 2026 | May 07, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 8,249 | 820 | 0.52% | 0.61% | 180 | -1,419 | -14.68% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,195 | 814 | 0.03% | 0.04% | 181 | -1,921 | -18.99% | Q1 2026 | Apr 07, 2026 |
| Lynx Investment Advisory | History | Reduced | 8,130 | 808 | 0.39% | 0.52% | 182 | -1,528 | -15.82% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Reduced | 7,916 | 787 | 0.0% | 0.0% | 183 | -4,974 | -38.59% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Reduced | 7,859 | 781 | 0.03% | 0.05% | 184 | -792 | -9.16% | Q1 2026 | May 11, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Reduced | 7,845 | 780 | 0.52% | 0.65% | 185 | -1,500 | -16.05% | Q1 2026 | Apr 17, 2026 |
| National Wealth Management Group, LLC | History | New | 7,694 | 765 | 0.28% | — | 187 | +7,694 | New | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 7,702 | 765 | 0.06% | 0.06% | 186 | +87 | 1.14% | Q1 2026 | Apr 22, 2026 |
| Transcendent Capital Group LLC | History | Added to | 7,609 | 756 | 0.34% | 0.34% | 188 | +11 | 0.14% | Q1 2026 | Apr 27, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 7,560 | 751 | 0.14% | 0.16% | 189 | -1,032 | -12.01% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 7,519 | 747 | 0.0% | 0.01% | 190 | -2,214 | -22.75% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Reduced | 6,987 | 694 | 0.02% | 0.03% | 191 | -423 | -5.71% | Q1 2026 | May 14, 2026 |
| Opulen Financial Group LLC | History | Reduced | 6,477 | 644 | 0.45% | 0.55% | 192 | -1,199 | -15.62% | Q1 2026 | Apr 29, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 6,461 | 642 | 0.44% | 0.45% | 193 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Added to | 6,404 | 636 | 0.03% | 0.01% | 194 | +3,229 | 101.7% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 6,268 | 623 | 0.02% | 0.02% | 195 | -138 | -2.15% | Q1 2026 | Apr 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 6,159 | 612 | 0.13% | 0.2% | 196 | -2,892 | -31.95% | Q1 2026 | Apr 15, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 6,152 | 611 | 0.45% | 0.19% | 197 | +3,418 | 125.02% | Q1 2026 | May 05, 2026 |
| Darden Wealth Group Inc | History | Added to | 5,526 | 549 | 0.28% | 0.25% | 198 | +317 | 6.09% | Q1 2026 | May 08, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 5,507 | 547 | 0.01% | 0.02% | 199 | -2,454 | -30.83% | Q1 2026 | May 13, 2026 |
| JT Stratford LLC | History | Added to | 5,490 | 545 | 0.07% | 0.06% | 200 | +860 | 18.57% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Reduced | 5,469 | 543 | 0.08% | 0.11% | 201 | -2,370 | -30.23% | Q1 2026 | Apr 24, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 5,356 | 532 | 0.09% | 0.09% | 202 | +171 | 3.3% | Q1 2026 | Apr 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 5,222 | 519 | 0.06% | 0.06% | 203 | -69 | -1.3% | Q1 2026 | May 05, 2026 |
| Gibbs Wealth Management | History | Added to | 5,203 | 517 | 0.07% | 0.12% | 204 | +275 | 5.58% | Q1 2026 | May 13, 2026 |
| Manchester Capital Management LLC | History | Reduced | 5,044 | 501 | 0.07% | 0.07% | 205 | -287 | -5.38% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,945 | 491 | 0.04% | — | 206 | +4,945 | New | Q1 2026 | May 12, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 4,694 | 466 | 0.49% | 1.01% | 207 | -5,157 | -52.35% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,639 | 461 | 0.01% | 0.01% | 208 | -233 | -4.78% | Q1 2026 | Apr 17, 2026 |
| Flatrock Wealth Partners LLC | History | New | 4,616 | 459 | 0.21% | — | 209 | +4,616 | New | Q1 2026 | Apr 29, 2026 |
| INSIGHT 2811, INC. | History | Added to | 4,475 | 444 | 0.19% | 0.19% | 210 | +80 | 1.82% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 4,456 | 443 | 0.01% | 0.02% | 211 | -1,034 | -18.83% | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,393 | 436 | 0.01% | 0.01% | 212 | -893 | -16.89% | Q1 2026 | Apr 13, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 4,259 | 423 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Wealth Management, Inc. | History | New | 4,222 | 419 | 0.12% | — | 214 | +4,222 | New | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 4,186 | 416 | 0.15% | 0.15% | 215 | +116 | 2.85% | Q1 2026 | May 08, 2026 |
| GenTrust, LLC | History | New | 4,119 | 409 | 0.02% | — | 216 | +4,119 | New | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Reduced | 4,078 | 405 | 0.02% | 0.02% | 217 | -28 | -0.68% | Q1 2026 | Apr 27, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 3,989 | 396 | 0.17% | 0.38% | 218 | -4,905 | -55.15% | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 3,978 | 395 | 0.02% | 0.01% | 219 | +1,802 | 82.81% | Q1 2026 | Apr 29, 2026 |
| Stokes Family Office, LLC | History | No change | 3,850 | 382 | 0.04% | 0.03% | 220 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 3,800 | 377 | 0.0% | — | 221 | +3,800 | New | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | New | 3,800 | 377 | 0.0% | — | 222 | +3,800 | New | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Added to | 3,733 | 371 | 0.04% | 0.04% | 223 | +869 | 30.34% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,434 | 340 | 0.0% | 0.0% | 224 | -22,483 | -86.75% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | New | 3,389 | 337 | 0.01% | — | 225 | +3,389 | New | Q1 2026 | May 18, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 3,383 | 336 | 0.01% | 0.01% | 226 | +162 | 5.03% | Q1 2026 | May 06, 2026 |
| SPROTT INC. | History | New | 3,300 | 328 | 0.01% | — | 227 | +3,300 | New | Q1 2026 | May 08, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | No change | 3,180 | 316 | 0.4% | 0.41% | 228 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Principle Wealth Partners LLC | History | No change | 3,122 | 310 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | New | 3,051 | 303 | 0.0% | — | 230 | +3,051 | New | Q1 2026 | Apr 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 3,000 | 298 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,872 | 285 | 0.0% | 0.0% | 232 | +2,279 | 384.32% | Q1 2026 | May 11, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 2,778 | 276 | 0.09% | 0.16% | 233 | -2,289 | -45.17% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 2,650 | 263 | 0.0% | — | 235 | +2,650 | New | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 2,646 | 263 | 0.0% | 0.0% | 234 | +86 | 3.36% | Q1 2026 | May 15, 2026 |
| Marks Wealth, LLC | History | New | 2,619 | 260 | 0.07% | — | 236 | +2,619 | New | Q1 2026 | May 01, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 2,637 | 257 | 0.06% | 0.07% | 237 | -652 | -19.82% | Q1 2026 | May 11, 2026 |
| Hofer & Associates. Inc | History | No change | 2,534 | 251 | 0.13% | 0.13% | 238 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| May Barnhard Investments LLC | History | Reduced | 2,508 | 249 | 0.12% | 0.16% | 239 | -970 | -27.89% | Q1 2026 | May 13, 2026 |
| Invst, LLC | History | Added to | 2,501 | 248 | 0.03% | 0.03% | 240 | +10 | 0.4% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,402 | 238 | 0.01% | 0.01% | 241 | -298 | -11.04% | Q1 2026 | May 15, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 2,371 | 235 | 0.06% | 0.07% | 242 | -344 | -12.67% | Q1 2026 | May 11, 2026 |
| Destination Wealth Management | History | Reduced | 2,369 | 235 | 0.01% | 0.01% | 243 | -178 | -6.99% | Q1 2026 | May 15, 2026 |
| Northwest Capital Management Inc | History | No change | 2,325 | 230 | 1.0% | 1.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 2,310 | 229 | 0.15% | 0.79% | 245 | -9,111 | -79.77% | Q1 2026 | Apr 21, 2026 |
| Betterment LLC | History | Reduced | 2,276 | 226 | 0.0% | 0.0% | 246 | -2,976 | -56.66% | Q1 2026 | May 14, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 2,266 | 225 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CacheTech Inc. | History | Reduced | 2,243 | 223 | 0.04% | 0.06% | 248 | -1,194 | -34.74% | Q1 2026 | May 11, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 2,214 | 220 | 0.03% | 0.03% | 249 | -180 | -7.52% | Q1 2026 | May 12, 2026 |
| Horizon Wealth Management, LLC | History | New | 2,165 | 215 | 0.03% | — | 251 | +2,165 | New | Q1 2026 | Apr 24, 2026 |
| Camelot Portfolios, LLC | History | No change | 2,169 | 215 | 0.16% | 0.13% | 250 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,040 | 202 | 0.02% | 0.02% | 252 | -489 | -19.34% | Q1 2026 | Apr 30, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 2,039 | 202 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | New | 1,649 | 163 | 0.0% | — | 254 | +1,649 | New | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,442 | 143 | 0.01% | 0.01% | 255 | +33 | 2.34% | Q1 2026 | Apr 06, 2026 |
| Luminist Capital LLC | History | Added to | 1,337 | 132 | 0.18% | — | 257 | +1,335 | 66750.0% | Q1 2026 | Apr 24, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 1,336 | 132 | 0.01% | 0.01% | 256 | -293 | -17.99% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,100 | 109 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 980 | 97 | 0.05% | 0.06% | 259 | -200 | -16.95% | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 746 | 74 | 0.08% | 0.06% | 260 | +184 | 32.74% | Q1 2026 | May 14, 2026 |
| Holos Integrated Wealth LLC | History | New | 697 | 69 | 0.03% | — | 261 | +697 | New | Q1 2026 | Apr 08, 2026 |
| Opal Wealth Advisors, LLC | History | New | 625 | 62 | 0.01% | — | 262 | +625 | New | Q1 2026 | Apr 14, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 507 | 50 | 0.02% | 0.04% | 263 | -501 | -49.7% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | Added to | 441 | 43 | 0.01% | 0.01% | 264 | +3 | 0.68% | Q1 2026 | May 12, 2026 |
| Meramec Financial Planners, LLC | History | No change | 300 | 29 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pflug Koory, LLC | History | Added to | 269 | 26 | 0.01% | 0.01% | 266 | +2 | 0.75% | Q1 2026 | Apr 21, 2026 |
| Tidemark, LLC | History | Reduced | 259 | 25 | 0.01% | 0.01% | 267 | -107 | -29.23% | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 216 | 21 | 0.0% | 0.0% | 268 | +150 | 227.27% | Q1 2026 | Apr 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 189 | 18 | 0.0% | 0.0% | 269 | -10 | -5.03% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 151 | 15 | 0.0% | 0.0% | 270 | -101 | -40.08% | Q1 2026 | May 01, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 100 | 9 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 85 | 8 | 0.0% | — | 272 | +85 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | New | 73 | 7 | 0.0% | — | 273 | +73 | New | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | No change | 63 | 6 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | New | 50 | 4 | 0.0% | — | 275 | +50 | New | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26 | 2 | 0.0% | — | 277 | +16 | 160.0% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 15 | 1 | 0.0% | — | 278 | +15 | New | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.03% | — | -25,968 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,834 | -100.0% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,994 | -100.0% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,110 | -100.0% | Q1 2026 | May 05, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -8,671 | -100.0% | Q1 2026 | Apr 07, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,192 | -100.0% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,865 | -100.0% | Q1 2026 | May 12, 2026 |
| Align Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,549 | -100.0% | Q1 2026 | May 08, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,264 | -100.0% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,903 | -100.0% | Q1 2026 | May 08, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,875 | -100.0% | Q1 2026 | May 14, 2026 |
| Advance Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,870 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -3,516 | -100.0% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,130 | -100.0% | Q1 2026 | May 12, 2026 |
| Embree Financial Group | History | Closed out | 0 | 0 | — | 0.04% | — | -2,899 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -2,824 | -100.0% | Q1 2026 | Apr 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,040 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Revisor Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,018 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,636 | -100.0% | Q1 2026 | May 12, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Twin Lakes Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 18, 2026 |