BERKSHIRE HATHAWAY INC - BRK-B

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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.
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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
Mirae Asset Global Investments Co., Ltd. History Added to 368,743 264,600,258 88.4% 0.42% 1 +70,013 23.44% Q1 2026 May 04, 2026
VANGUARD GROUP INC History No change 157,107,082 81,901,074 1.19% 1.19% 2 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 121,208,114 58,418,629 1.02% 1.04% 3 +13,873 0.01% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 117,416,914 57,255,839 1.43% 4 +117,416,914 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 74,099,346 35,712,222 1.23% 1.26% 5 +173,932 0.24% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 41,159,806 19,683,991 1.22% 1.24% 6 +1,137,640 2.84% Q1 2026 May 15, 2026
FMR LLC History Added to 14,970,698 19,374,191 1.02% 1.19% 7 +5,487,464 57.86% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 26,855,196 13,410,844 0.81% 0.82% 8 +574,246 2.19% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 23,730,567 12,845,045 0.68% 9 +23,730,567 New Q1 2026 May 08, 2026
NORGES BANK History No change 8,474,430 12,034,969 1.29% 1.29% 10 0 0.0% Q4 2025 Feb 10, 2026
FIRST MANHATTAN CO. LLC. History Reduced 1,817,569 10,895,982 30.21% 30.34% 11 -51,063 -2.73% Q1 2026 May 15, 2026
GATES FOUNDATION TRUST History Reduced 17,048,304 8,169,547 25.8% 27.59% 12 -2,358,460 -12.15% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 16,361,433 7,833,779 0.5% 0.41% 13 +3,477,749 26.99% Q1 2026 May 13, 2026
NORTHERN TRUST CORP History Reduced 15,487,611 7,633,373 1.01% 1.02% 14 -40,979 -0.26% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 11,381,855 5,501,550 0.84% 0.87% 15 +337,778 3.06% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 10,981,890 5,421,842 0.62% 0.72% 16 -376,614 -3.32% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 10,806,847 5,379,586 0.99% 1.03% 17 -361,340 -3.24% Q1 2026 May 05, 2026
VANGUARD FIDUCIARY TRUST CO History New 10,245,203 4,950,407 1.26% 18 +10,245,203 New Q1 2026 May 08, 2026
ROYAL BANK OF CANADA History Reduced 9,942,532 4,938,135 0.87% 0.89% 19 -528,672 -5.05% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 9,823,948 4,720,555 0.55% 0.54% 20 -21,979 -0.22% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 8,653,023 4,680,468 0.34% 0.36% 21 -41,773 -0.48% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 9,422,361 4,551,796 0.51% 0.63% 22 -1,318,754 -12.28% Q1 2026 May 15, 2026
H&H International Investment, LLC History Added to 9,147,796 4,383,623 21.91% 20.63% 23 +1,971,600 27.47% Q1 2026 May 18, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 8,845,722 4,378,096 0.91% 0.87% 24 +896,704 11.28% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 7,330,728 3,514,906 0.73% 0.75% 25 +228,411 3.22% Q1 2026 May 07, 2026
Legal & General Group Plc History Reduced 5,895,373 3,063,326 0.71% 0.74% 26 -117,407 -1.95% Q1 2026 May 08, 2026
BARCLAYS PLC History Reduced 6,191,251 2,971,871 0.71% 0.85% 27 -842,907 -11.98% Q1 2026 May 14, 2026
UBS Group AG History Reduced 5,285,846 2,773,393 0.42% 0.49% 28 -59,888 -1.12% Q1 2026 May 05, 2026
Nuveen, LLC History Added to 5,591,328 2,679,364 0.73% 0.73% 29 +67,805 1.23% Q1 2026 Apr 30, 2026
HighTower Advisors, LLC History Reduced 2,434,969 2,606,467 2.77% 3.09% 30 -69,830 -2.79% Q1 2026 May 05, 2026
WELLS FARGO & COMPANY/MN History Reduced 5,126,796 2,541,645 0.48% 0.49% 31 -73,552 -1.41% Q1 2026 May 11, 2026
CITADEL ADVISORS LLC History Added to 5,080,800 2,434,719 0.39% 0.38% 32 +7,585 0.15% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 4,895,190 2,378,069 0.36% 0.36% 33 +340,203 7.47% Q1 2026 May 12, 2026
CHECK CAPITAL MANAGEMENT INC/CA History Added to 4,894,119 2,366,073 68.86% 68.1% 34 +281,582 6.1% Q1 2026 May 04, 2026
Amundi History Added to 4,707,983 2,268,265 0.62% 0.53% 35 +846,770 21.93% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 4,372,950 2,215,412 0.72% 0.56% 36 +894,634 25.72% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 4,239,021 2,154,007 0.66% 0.71% 37 -52,082 -1.21% Q1 2026 May 14, 2026
Swiss National Bank History Added to 4,036,845 1,934,456 1.11% 1.13% 38 +259,200 6.86% Q1 2026 May 07, 2026
Vanguard Global Advisers, LLC History New 3,976,551 1,919,198 1.04% 39 +3,976,551 New Q1 2026 May 08, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 2,782,936 1,783,556 1.1% 1.25% 40 -610,005 -17.98% Q1 2026 May 06, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 3,654,486 1,751,229 1.18% 1.15% 41 +241,473 7.08% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Added to 3,567,488 1,721,740 0.57% 0.51% 42 +476,681 15.42% Q1 2026 May 06, 2026
LPL Financial LLC History Added to 3,412,038 1,721,311 0.46% 0.48% 43 +40,526 1.2% Q1 2026 May 06, 2026
HSBC HOLDINGS PLC History Reduced 3,359,407 1,695,101 0.88% 1.07% 44 -163,108 -4.63% Q1 2026 Apr 30, 2026
JANE STREET GROUP, LLC History Reduced 3,432,087 1,659,009 0.21% 0.27% 45 -164,589 -4.58% Q1 2026 May 12, 2026
AMERIPRISE FINANCIAL INC History Added to 3,252,789 1,603,850 0.37% 0.22% 46 +1,393,847 74.98% Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 3,253,244 1,599,861 1.04% 1.05% 47 -168,391 -4.92% Q1 2026 Apr 30, 2026
GARDNER RUSSO & QUINN LLC History Reduced 1,111,889 1,580,601 18.6% 18.23% 48 -14,994 -1.33% Q1 2026 May 13, 2026
MARKEL GROUP INC. History No change 1,533,085 1,534,128 12.85% 12.84% 49 0 0.0% Q1 2026 May 01, 2026
Creative Planning History Reduced 2,850,069 1,521,471 1.03% 1.15% 50 -17,224 -0.6% Q1 2026 May 12, 2026
BANK OF MONTREAL /CAN/ History Reduced 2,517,163 1,499,748 0.56% 0.6% 51 -324,595 -11.42% Q1 2026 May 13, 2026
CITIGROUP INC History Added to 3,078,969 1,483,336 0.63% 0.49% 52 +886,189 40.41% Q1 2026 May 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 2,991,382 1,433,470 0.92% 0.97% 53 +111,963 3.89% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,924,689 1,405,629 0.68% 0.61% 54 +130,165 7.25% Q1 2026 May 12, 2026
RHUMBLINE ADVISERS History Reduced 2,848,528 1,374,344 1.18% 1.19% 55 -47,211 -1.63% Q1 2026 May 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 2,252,665 1,348,599 1.17% 56 +2,252,665 New Q1 2026 May 08, 2026
Baird Financial Group, Inc. History Added to 2,667,030 1,322,535 2.07% 2.11% 57 +67,243 2.59% Q1 2026 May 14, 2026
EVERETT HARRIS & CO /CA/ History Reduced 640,448 1,322,392 17.03% 16.93% 58 -18,779 -2.85% Q1 2026 May 08, 2026
National Pension Service History Added to 2,732,608 1,309,465 0.99% 0.99% 59 +76,998 2.9% Q1 2026 May 11, 2026
FLOSSBACH VON STORCH SE History Reduced 2,600,649 1,249,101 5.83% 5.5% 60 -153,592 -5.58% Q1 2026 Apr 29, 2026
Artisan Partners Limited Partnership History Added to 2,605,656 1,248,630 2.0% 1.96% 61 +2,703 0.1% Q1 2026 May 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,083,730 1,225,501 0.71% 0.71% 62 +5,279 0.49% Q1 2026 May 08, 2026
US BANCORP \DE\ History Reduced 1,170,276 1,178,702 1.43% 1.45% 63 -8,134 -0.69% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Added to 2,353,873 1,151,658 0.48% 0.31% 64 +959,874 68.86% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 2,390,043 1,145,308 0.61% 0.62% 65 -30,280 -1.25% Q1 2026 May 04, 2026
Assenagon Asset Management S.A. History Added to 2,307,666 1,105,833 1.68% 1.23% 66 +527,432 29.63% Q1 2026 Apr 20, 2026
Capital Research Global Investors History Reduced 1,928,995 1,089,436 0.17% 0.2% 67 -107,762 -5.29% Q1 2026 May 13, 2026
DAVIS SELECTED ADVISERS History Added to 750,769 1,022,179 4.69% 4.87% 68 +9,951 1.34% Q1 2026 May 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 2,071,999 992,901 1.05% 1.07% 69 -56,288 -2.64% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 1,752,842 976,953 1.4% 1.14% 70 -3,369,416 -65.78% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 1,948,207 933,580 1.3% 1.31% 71 +1,800 0.09% Q1 2026 May 06, 2026
Neuberger Berman Group LLC History Reduced 1,650,357 921,942 0.7% 0.77% 72 -202,833 -10.95% Q1 2026 May 14, 2026
TETRAD CORP History No change 1,923,123 921,560 92.15% 92.96% 73 0 0.0% Q1 2026 Apr 09, 2026
GQG Partners LLC History Reduced 1,896,646 908,882 1.44% 1.65% 74 -101,147 -5.06% Q1 2026 May 12, 2026
Paralel Advisors LLC History No change 252,028 858,527 35.68% 35.04% 75 0 0.0% Q1 2026 May 07, 2026
Mariner, LLC History Added to 1,256,427 853,236 1.0% 1.04% 76 +39,931 3.28% Q1 2026 May 13, 2026
Hikari Tsushin, Inc. History Added to 32,907 824,572 56.85% 56.33% 77 +3,902 13.45% Q1 2026 May 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,690,790 810,226 0.65% 0.63% 78 +806,636 91.23% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 743,684 808,499 1.85% 1.85% 79 +22,298 3.09% Q1 2026 May 15, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 1,677,769 803,986 1.24% 1.25% 80 +34,300 2.09% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 1,642,063 797,641 0.37% 0.45% 81 -32,681 -1.95% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 1,645,590 788,566 0.15% 0.14% 82 +43,349 2.71% Q1 2026 May 15, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 1,640,498 786,126 1.26% 1.27% 83 +156,831 10.57% Q1 2026 May 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 1,586,796 760,392 1.42% 1.43% 84 -22,714 -1.41% Q1 2026 May 08, 2026
Hudson Bay Capital Management LP History Added to 1,565,266 750,075 2.59% 2.23% 85 +220,000 16.35% Q1 2026 May 13, 2026
Focus Partners Wealth History Added to 1,326,815 746,806 0.83% 0.86% 86 +47,957 3.75% Q1 2026 May 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 1,476,623 707,598 1.44% 1.44% 87 -636 -0.04% Q1 2026 Apr 27, 2026
PRUDENTIAL FINANCIAL INC History Reduced 1,466,384 704,126 0.87% 0.92% 88 -52,792 -3.48% Q1 2026 May 13, 2026
Rothschild & Co Wealth Management UK Ltd History Reduced 1,466,548 702,769 10.76% 11.68% 89 -10,583 -0.72% Q1 2026 May 08, 2026
Quantinno Capital Management LP History Added to 1,232,504 680,323 1.14% 1.1% 90 +288,022 30.5% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 1,376,121 665,896 0.57% 0.69% 91 -273,194 -16.56% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 1,261,709 649,797 0.92% 1.1% 92 +29,287 2.38% Q1 2026 May 13, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 1,138,724 643,996 3.45% 3.65% 93 +14,602 1.3% Q1 2026 May 14, 2026
Swedbank AB History Reduced 1,314,879 643,725 0.68% 0.71% 94 -119,490 -8.33% Q1 2026 Apr 29, 2026
Chevy Chase Trust Holdings, LLC History Reduced 1,336,770 642,733 1.85% 1.87% 95 -36,240 -2.64% Q1 2026 May 15, 2026
BROWN ADVISORY INC History Reduced 1,012,709 626,669 1.03% 0.94% 96 -32,538 -3.11% Q1 2026 May 15, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Reduced 1,272,427 609,747 3.81% 3.94% 97 -257,223 -16.82% Q1 2026 May 07, 2026
CANADA LIFE ASSURANCE Co History Reduced 1,255,631 603,812 1.08% 1.21% 98 -131,945 -9.51% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,107,031 599,384 0.84% 1.04% 99 -287,094 -20.59% Q1 2026 Apr 27, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,242,322 596,038 0.16% 0.14% 100 +321,290 34.88% Q1 2026 May 04, 2026
Graham Holdings Co Master Retirement Trust History No change 829 595,338 84.28% 83.38% 101 0 0.0% Q1 2026 May 15, 2026
FAYEZ SAROFIM & CO History Reduced 684,804 590,104 1.51% 1.5% 102 -6,006 -0.87% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 1,135,881 573,756 0.84% 0.9% 103 -24,331 -2.1% Q1 2026 May 15, 2026
S&G Foundation History New 199,065 572,636 30.39% 104 +199,065 New Q1 2026 May 14, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,186,395 568,566 0.51% 0.52% 105 +42,798 3.74% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Added to 1,113,105 564,976 0.14% 0.14% 106 +17,459 1.59% Q1 2026 May 13, 2026
AVIVA PLC History Added to 1,140,261 555,742 0.93% 0.97% 107 +16,218 1.44% Q1 2026 May 14, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 954,734 549,326 1.15% 1.2% 108 +13,612 1.45% Q1 2026 May 01, 2026
Hikari Power Ltd History Reduced 8,429 548,743 47.81% 46.87% 109 -24 -0.28% Q1 2026 Apr 29, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,012,464 539,709 0.94% 0.91% 110 +172,401 20.52% Q1 2026 May 14, 2026
Graham Holdings Co History No change 482,342 533,991 55.24% 51.83% 111 0 0.0% Q1 2026 May 15, 2026
LONDON CO OF VIRGINIA History Added to 1,082,259 525,809 3.24% 2.93% 112 +85,863 8.62% Q1 2026 May 15, 2026
FIDUCIARY TRUST CO History Added to 127,025 522,326 6.18% 6.23% 113 +2,859 2.3% Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 902,970 521,434 0.9% 0.89% 114 -1,098 -0.12% Q1 2026 May 11, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Reduced 1,071,594 513,507 1.68% 1.83% 115 -24,254 -2.21% Q1 2026 May 13, 2026
STIFEL FINANCIAL CORP History Reduced 882,920 504,908 0.46% 0.52% 116 -41,559 -4.5% Q1 2026 May 12, 2026
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST History No change 700 502,698 6.21% 5.67% 117 0 0.0% Q1 2026 Apr 22, 2026
Korea Investment CORP History Added to 1,041,743 499,203 1.03% 1.01% 118 +15,996 1.56% Q1 2026 May 12, 2026
Mesirow Financial Investment Management, Inc. History Added to 976,730 497,469 8.06% 9.01% 119 +164,261 20.22% Q1 2026 Apr 21, 2026
Douglass Winthrop Advisors, LLC History Reduced 875,077 496,126 9.08% 9.11% 120 -4,089 -0.47% Q1 2026 May 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 1,034,837 495,894 0.52% 0.52% 121 -6,925 -0.66% Q1 2026 May 12, 2026
Davis Asset Management, L.P. History Added to 316,118 492,372 14.25% 6.48% 122 +135,998 75.5% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 975,280 488,883 0.52% 0.54% 123 +35,424 3.77% Q1 2026 May 13, 2026
FIL Ltd History Reduced 1,017,790 487,724 0.38% 0.41% 124 -62,509 -5.79% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 992,564 486,382 0.99% 0.8% 125 -87,719 -8.12% Q1 2026 Apr 08, 2026
Rathbones Group PLC History Reduced 978,052 476,575 2.04% 2.01% 126 -13,848 -1.4% Q1 2026 May 12, 2026
Clearbridge Investments, LLC History Reduced 543,067 476,253 0.41% 0.42% 127 -40,087 -6.87% Q1 2026 May 13, 2026
NATIXIS ADVISORS, LLC History Added to 979,988 469,610 0.65% 0.63% 128 +92,763 10.46% Q1 2026 May 13, 2026
Allianz Asset Management GmbH History Added to 941,095 455,278 0.48% 0.42% 129 +112,298 13.55% Q1 2026 May 11, 2026
Cerity Partners LLC History Added to 808,660 446,351 0.63% 0.67% 130 +26,519 3.39% Q1 2026 May 15, 2026
CIBC WORLD MARKET INC. History Added to 909,229 442,161 0.72% 2.54% 131 +52,009 6.07% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 905,313 435,222 0.47% 0.46% 132 +60,695 7.19% Q1 2026 May 08, 2026
CREDIT AGRICOLE S A History Added to 887,946 434,115 1.14% 0.88% 133 +134,444 17.84% Q1 2026 May 15, 2026
First Eagle Investment Management, LLC History Added to 58,168 433,352 0.73% 0.78% 134 +5,738 10.94% Q1 2026 May 14, 2026
Himalaya Capital Management LLC History No change 897,749 430,201 13.44% 12.64% 135 0 0.0% Q1 2026 May 15, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 885,529 425,057 0.35% 0.34% 136 -8,610 -0.96% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 822,889 420,881 0.77% 0.88% 137 +301,545 57.84% Q1 2026 May 01, 2026
Ensign Peak Advisors, Inc History Reduced 863,874 413,968 0.77% 0.78% 138 -13,750 -1.57% Q1 2026 May 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 355,324 412,122 5.58% 5.74% 139 -14,500 -3.92% Q1 2026 May 04, 2026
Baldwin Investment Management, LLC History Added to 19,983 407,877 47.67% 48.41% 140 +1,253 6.69% Q1 2026 May 12, 2026
Capital International Investors History Added to 844,452 404,661 0.09% 0.04% 141 +278,319 49.16% Q1 2026 May 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 741,941 401,468 1.03% 1.17% 142 -45,581 -5.79% Q1 2026 Apr 30, 2026
CIBC Bancorp USA Inc. History New 735,798 400,199 0.54% 143 +735,798 New Q1 2026 May 12, 2026
Pathstone Holdings, LLC History Added to 404,117 398,186 1.58% 1.59% 144 +3,053 0.76% Q1 2026 May 11, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 819,940 392,309 1.18% 1.15% 145 -5,942 -0.72% Q1 2026 May 05, 2026
Mawer Investment Management Ltd. History Reduced 55,175 391,729 2.54% 2.64% 146 -245 -0.44% Q1 2026 May 06, 2026
DANSKE BANK A/S History Reduced 812,238 389,224 0.94% 0.97% 147 -14,644 -1.77% Q1 2026 May 12, 2026
Squarepoint Ops LLC History Reduced 811,736 388,983 0.46% 0.69% 148 -480,308 -37.17% Q1 2026 May 15, 2026
Nicholas Hoffman & Company, LLC. History Added to 795,625 386,287 8.91% 9.34% 149 +4,960 0.63% Q1 2026 Apr 29, 2026
BESSEMER GROUP INC History Added to 736,826 382,511 0.6% 0.1% 150 +660,463 864.9% Q1 2026 May 06, 2026
Treasurer of the State of North Carolina History Added to 789,648 378,399 1.19% 1.24% 151 +16,827 2.18% Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 782,404 374,927 1.21% 1.26% 152 -19,593 -2.44% Q1 2026 May 14, 2026
ARMSTRONG HENRY H ASSOCIATES INC History Added to 368,959 373,444 38.05% 36.61% 153 +3,408 0.93% Q1 2026 Apr 07, 2026
TORONTO DOMINION BANK History Reduced 695,319 370,909 0.53% 0.66% 154 -112,687 -13.95% Q1 2026 May 15, 2026
DAVENPORT & Co LLC History Added to 725,269 364,126 1.98% 1.53% 155 +188,510 35.12% Q1 2026 Apr 15, 2026
APG Asset Management N.V. History Added to 863,760 359,237 1.14% 0.89% 156 +127,480 17.31% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History Reduced 745,704 357,341 0.21% 0.39% 157 -671,511 -47.38% Q1 2026 May 15, 2026
Retirement Systems of Alabama History Reduced 741,297 355,229 1.18% 1.21% 158 -692 -0.09% Q1 2026 Apr 24, 2026
TD ASSET MANAGEMENT INC History Reduced 740,318 354,760 0.29% 0.32% 159 -49,320 -6.25% Q1 2026 May 11, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 741,480 352,158 0.33% 0.36% 160 -84,354 -10.21% Q1 2026 May 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 564,183 350,734 0.52% 0.55% 161 +15,817 2.88% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 550,921 344,379 0.18% 0.17% 162 +78,289 16.56% Q1 2026 May 15, 2026
OSSIAM History Reduced 718,008 344,069 6.05% 9.71% 163 -249,808 -25.81% Q1 2026 May 14, 2026
SCOTIA CAPITAL INC. History Reduced 693,324 340,855 1.4% 1.46% 164 -11,773 -1.67% Q1 2026 May 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 706,014 335,015 0.16% 0.14% 165 +243,690 52.71% Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 692,591 331,889 1.03% 0.84% 166 +192,601 38.52% Q1 2026 May 13, 2026
SG Americas Securities, LLC History Added to 509,463 329,537 0.35% 0.38% 167 +102,115 25.07% Q1 2026 Apr 16, 2026
Rockefeller Capital Management L.P. History Added to 573,820 328,081 0.58% 0.61% 168 +29,972 5.51% Q1 2026 May 14, 2026
Pictet Asset Management Holding SA History Reduced 683,702 327,608 0.35% 0.34% 169 -22,658 -3.21% Q1 2026 Apr 22, 2026
PFA Pension, Forsikringsaktieselskab History Reduced 679,966 325,839 0.98% 1.0% 170 -21,969 -3.13% Q1 2026 Apr 28, 2026
Qube Research & Technologies Ltd History Reduced 538,730 323,466 0.36% 0.68% 171 -694,155 -56.3% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Reduced 606,916 323,129 0.44% 0.48% 172 -35,234 -5.49% Q1 2026 Apr 27, 2026
SWF LLC History No change 584,142 315,803 27.54% 33.51% 173 0 0.0% Q1 2026 May 14, 2026
Vanguard Investments Australia, Ltd. History New 641,520 307,416 0.9% 174 +641,520 New Q1 2026 May 08, 2026
Pertento Partners LLP History Added to 633,900 303,764 22.22% 14.51% 175 +326,500 106.21% Q1 2026 May 14, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 629,137 302,200 0.75% 0.75% 176 -1,452 -0.23% Q1 2026 May 12, 2026
STRS OHIO History Added to 630,103 301,945 1.2% 1.13% 177 +27,239 4.52% Q1 2026 Apr 24, 2026
State of Tennessee, Department of Treasury History Added to 627,873 300,876 1.01% 0.96% 178 +5,309 0.85% Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History No change 607,266 296,018 0.49% 0.47% 179 0 0.0% Q1 2026 May 07, 2026
Asset Management One Co., Ltd. History Reduced 592,393 283,874 0.84% 0.83% 180 -3,497 -0.59% Q1 2026 May 08, 2026
SEI INVESTMENTS CO History Added to 591,360 283,387 0.26% 0.27% 181 +55,126 10.28% Q1 2026 May 13, 2026
BLAIR WILLIAM & CO/IL History Added to 495,386 283,319 0.81% 0.74% 182 +48,258 10.79% Q1 2026 May 08, 2026
Janney Montgomery Scott LLC History Added to 528,710 275,605 0.68% 0.63% 183 +31,475 6.33% Q1 2026 Apr 22, 2026
BNP Paribas Asset Management Holding S.A. History Added to 572,082 274,141 0.32% 0.27% 184 +105,728 22.67% Q1 2026 May 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 437,127 267,601 0.17% 0.15% 185 +28,004 6.84% Q1 2026 May 15, 2026
TIMUCUAN ASSET MANAGEMENT INC/FL History Reduced 304,218 263,477 9.7% 9.24% 186 -3,979 -1.29% Q1 2026 May 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 534,484 256,124 0.41% 0.47% 187 -23,375 -4.19% Q1 2026 May 14, 2026
Empower Advisory Group, LLC History Added to 533,470 255,638 0.66% 0.68% 188 +29,369 5.83% Q1 2026 May 14, 2026
BARR E S & CO History Reduced 489,833 255,540 14.86% 14.25% 189 -11,445 -2.28% Q1 2026 May 13, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Reduced 333,495 253,106 2.22% 2.37% 190 -21,520 -6.06% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 487,219 252,852 0.96% 1.01% 191 +37,655 8.38% Q1 2026 Apr 30, 2026
Holocene Advisors, LP History Added to 527,000 252,538 0.61% 0.28% 192 +260,000 97.38% Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History Added to 524,853 251,509 0.99% 0.99% 193 +16,880 3.32% Q1 2026 Apr 29, 2026
McCarthy & Cox History No change 500 251,325 3.05% 3.05% 194 0 0.0% Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History No change 394,197 250,944 0.42% 0.42% 195 0 0.0% Q4 2025 Feb 12, 2026
Handelsbanken Fonder AB History Reduced 520,951 249,640 0.83% 0.79% 196 -196 -0.04% Q1 2026 Apr 28, 2026
Federation des caisses Desjardins du Quebec History Added to 519,799 249,093 0.9% 0.98% 197 +10,794 2.12% Q1 2026 May 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 339,745 246,054 1.3% 1.26% 198 -100 -0.03% Q1 2026 May 04, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 505,097 243,477 0.63% 0.63% 199 +12,299 2.5% Q1 2026 May 11, 2026
Czech National Bank History Added to 499,410 239,317 1.57% 1.58% 200 +15,882 3.28% Q1 2026 Apr 13, 2026
Tredje AP-fonden History Added to 492,795 236,147 1.29% 1.07% 201 +211,086 74.93% Q1 2026 May 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 491,396 235,476 0.31% 0.32% 202 -9,450 -1.89% Q1 2026 May 15, 2026
KBC Group NV History Added to 490,547 235,069 0.59% 0.15% 203 +363,613 286.46% Q1 2026 May 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 441,832 233,973 0.14% 0.16% 204 -5,606 -1.25% Q1 2026 May 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 390,908 232,311 2.97% 3.36% 205 -8,089 -2.03% Q1 2026 May 06, 2026
Findlay Park Partners LLP History Added to 484,636 232,237 3.24% 2.3% 206 +126,240 35.22% Q1 2026 May 13, 2026
Parallax Volatility Advisers, L.P. History Reduced 477,711 228,883 0.59% 0.6% 207 -124,639 -20.69% Q1 2026 May 15, 2026
CIBC Asset Management Inc History Added to 475,501 227,803 0.56% 0.58% 208 +1,140 0.24% Q1 2026 May 12, 2026
Ruane, Cunniff & Goldfarb L.P. History Reduced 310,498 227,733 3.78% 3.84% 209 -5,723 -1.81% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History No change 473,358 226,833 0.87% 0.86% 210 0 0.0% Q1 2026 May 05, 2026
Rafferty Asset Management, LLC History Reduced 470,766 225,591 0.92% 1.01% 211 -111,024 -19.08% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Reduced 468,106 224,316 0.27% 0.3% 212 -38,994 -7.69% Q1 2026 May 13, 2026
Canton Hathaway, LLC History Added to 21,535 218,441 44.07% 45.63% 213 +2,456 12.87% Q1 2026 Apr 24, 2026
River Road Asset Management, LLC History Added to 455,439 218,246 2.47% 2.47% 214 +7,518 1.68% Q1 2026 Apr 30, 2026
CWM, LLC History Added to 394,584 212,767 0.56% 0.59% 215 +9,725 2.53% Q1 2026 May 14, 2026
ALLEN HOLDING INC /NY History Reduced 296 212,569 21.09% 22.81% 216 -21 -6.62% Q1 2026 May 07, 2026
Resona Asset Management Co.,Ltd. History Added to 443,104 211,952 1.06% 1.05% 217 +10,084 2.33% Q1 2026 Apr 29, 2026
Philip James Wealth Mangement, LLC History Reduced 436,384 211,268 24.29% 25.77% 218 -1,673 -0.38% Q1 2026 Apr 28, 2026
FIRST TRUST ADVISORS LP History Added to 435,208 210,704 0.15% 0.12% 219 +101,428 30.39% Q1 2026 May 13, 2026
Robeco Institutional Asset Management B.V. History Added to 365,694 208,970 0.3% 0.23% 220 +44,382 13.81% Q1 2026 Apr 21, 2026
MAI Capital Management History Added to 372,216 206,880 1.17% 0.94% 221 +108,520 41.15% Q1 2026 May 15, 2026
MKP Capital Management, L.L.C. History New 430,100 206,103 6.77% 222 +430,100 New Q1 2026 May 14, 2026
MARSHALL WACE, LLP History Added to 429,574 205,851 0.21% 0.16% 223 +77,813 22.12% Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Reduced 428,650 205,409 1.05% 1.07% 224 -11,119 -2.53% Q1 2026 May 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 427,155 204,692 1.04% 1.09% 225 +618 0.14% Q1 2026 May 01, 2026
SEMPER AUGUSTUS INVESTMENTS GROUP LLC History Added to 253,141 204,553 24.43% 24.47% 226 +3,814 1.53% Q1 2026 May 15, 2026
Maj Invest Holding A/S History Added to 417,341 199,990 8.8% 8.69% 227 +45,756 12.31% Q1 2026 May 01, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 415,039 198,886 1.08% 1.07% 228 +161,140 63.47% Q1 2026 Apr 27, 2026
AMF Tjanstepension AB History Added to 412,511 197,675 1.31% 1.26% 229 +8,096 2.0% Q1 2026 May 04, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 410,348 196,638 0.82% 0.73% 230 -9,544 -2.27% Q1 2026 Apr 30, 2026
BSN Capital Partners Ltd History No change 397,000 196,487 9.26% 9.26% 231 0 0.0% Q1 2026 Apr 27, 2026
Laurel Wealth Advisors LLC History Added to 17,711 196,260 19.4% 4.15% 232 +338 1.95% Q1 2026 May 12, 2026
Aberdeen Group plc History Reduced 331,832 195,614 0.32% 0.32% 233 -6,718 -1.98% Q1 2026 Apr 29, 2026
Cannell & Spears LLC History Added to 340,242 193,185 3.79% 3.79% 234 +722 0.21% Q1 2026 May 15, 2026
Giverny Capital Inc. History Reduced 378,636 189,336 6.93% 8.76% 235 -127,359 -25.17% Q1 2026 May 15, 2026
Eurizon Capital SGR S.p.A. History Reduced 391,457 187,357 0.59% 0.79% 236 -111,863 -22.23% Q1 2026 May 08, 2026
Beacon Pointe Advisors, LLC History Added to 356,097 186,190 0.98% 0.79% 237 +160,252 81.83% Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 386,020 184,980 0.84% 1.07% 238 -380,243 -49.62% Q1 2026 May 14, 2026
D.A. DAVIDSON & CO. History Added to 296,866 184,600 1.12% 1.18% 239 +1,436 0.49% Q1 2026 May 05, 2026
Clear Street Group Inc. History No change 385,000 184,492 0.75% 0.72% 240 0 0.0% Q1 2026 May 15, 2026
Sather Financial Group Inc History Added to 384,602 184,301 11.33% 10.36% 241 +1,158 0.3% Q1 2026 Apr 29, 2026
UMB Bank, n.a. History Reduced 164,610 182,941 2.55% 2.77% 242 -31,558 -16.09% Q1 2026 May 11, 2026
Arizona State Retirement System History Reduced 376,936 180,627 1.06% 1.06% 243 -11,905 -3.06% Q1 2026 May 01, 2026
ProShare Advisors LLC History Reduced 376,026 180,191 0.27% 0.35% 244 -17,029 -4.33% Q1 2026 Apr 24, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 369,192 179,066 0.34% 0.33% 245 +3,777 1.03% Q1 2026 May 01, 2026
FORSTA AP-FONDEN History No change 350,360 176,108 1.05% 1.05% 246 0 0.0% Q4 2025 Feb 10, 2026
Allspring Global Investments Holdings, LLC History Reduced 367,752 175,969 0.29% 0.31% 247 -16,498 -4.29% Q1 2026 May 05, 2026
CIBC WORLD MARKETS CORP History No change 349,150 175,500 0.84% 0.84% 248 0 0.0% Q4 2025 Feb 12, 2026
COMMERCE BANK History Added to 281,127 170,599 0.83% 0.74% 249 +38,628 15.93% Q1 2026 May 11, 2026
WINTON GROUP Ltd History Added to 30,573 170,382 5.98% 5.65% 250 +30,356 13988.94% Q1 2026 May 12, 2026
ACR Alpine Capital Research, LLC History Reduced 224,746 168,699 2.52% 2.76% 251 -327 -0.15% Q1 2026 Apr 30, 2026
Virtu Financial LLC History Added to 234 168,045 6.96% 6.67% 252 +6 2.63% Q1 2026 May 14, 2026
COMERICA BANK History No change 306,800 167,790 0.67% 0.67% 253 0 0.0% Q4 2025 Jan 29, 2026
Private Advisor Group, LLC History Reduced 320,667 167,252 0.78% 0.83% 254 -3,243 -1.0% Q1 2026 Apr 24, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 348,558 167,028 1.86% 1.93% 255 -64,767 -15.67% Q1 2026 Apr 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 348,557 167,028 0.36% 0.37% 256 +6,662 1.95% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 341,533 166,113 0.49% 0.94% 257 +41,086 13.67% Q1 2026 May 12, 2026
Lido Advisors, LLC History Added to 333,363 164,771 0.5% 0.52% 258 +1,125 0.34% Q1 2026 May 13, 2026
Life Cycle Investment Partners Ltd History Added to 341,359 163,579 1.04% 0.79% 259 +116,734 51.97% Q1 2026 May 12, 2026
Woodline Partners LP History Added to 341,234 163,519 0.62% 0.59% 260 +36,754 12.07% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Added to 303,059 162,449 0.75% 0.52% 261 +12,972 4.47% Q1 2026 May 14, 2026
AMALGAMATED BANK History Reduced 337,358 161,662 1.24% 1.23% 262 -513 -0.15% Q1 2026 May 08, 2026
DnB Asset Management AS History Added to 335,234 160,644 0.57% 0.54% 263 +29,456 9.63% Q1 2026 May 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 332,672 159,416 0.61% 0.59% 264 +32,335 10.77% Q1 2026 May 15, 2026
Magellan Asset Management Ltd History Added to 332,614 159,388 2.07% 0.72% 265 +214,768 182.24% Q1 2026 May 11, 2026
WS MANAGEMENT LLLP History Reduced 139,189 156,406 13.81% 17.93% 266 -108,800 -43.87% Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History Added to 319,538 155,995 0.86% 0.96% 267 +6,099 1.95% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 317,444 154,989 0.77% 0.84% 268 +21,188 7.15% Q1 2026 May 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 322,135 154,367 0.29% 0.27% 269 +33,359 11.55% Q1 2026 May 15, 2026
Rede Wealth, LLC History Reduced 10,251 154,185 55.46% 56.33% 270 -73 -0.71% Q1 2026 Apr 10, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 318,107 152,436 0.27% 0.19% 271 +124,107 63.97% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Added to 314,686 151,515 0.42% 0.38% 272 +8,772 2.87% Q1 2026 May 04, 2026
YACKTMAN ASSET MANAGEMENT LP History Added to 314,981 150,938 2.01% 2.2% 273 +1,948 0.62% Q1 2026 May 01, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 87,099 150,822 3.29% 3.41% 274 -4,968 -5.4% Q1 2026 May 15, 2026
Tweedy, Browne Co LLC History Added to 97,550 150,089 11.92% 12.72% 275 +325 0.33% Q1 2026 May 06, 2026
M&T BANK CORP History Reduced 279,167 148,847 0.51% 0.51% 276 -2,777 -0.98% Q1 2026 May 12, 2026
WHITTIER TRUST CO History Added to 239,774 147,876 1.67% 1.68% 277 +8,079 3.49% Q1 2026 Apr 28, 2026
United American Securities Inc. (d/b/a UAS Asset Management) History Reduced 305,788 147,251 32.13% 33.01% 278 -4,113 -1.33% Q1 2026 May 13, 2026
FIDUCIARY MANAGEMENT INC /WI/ History Reduced 304,648 145,987 1.81% 1.91% 279 -41,352 -11.95% Q1 2026 May 14, 2026
Williams Jones Wealth Management, LLC. History Reduced 259,308 145,790 1.79% 1.75% 280 -4,643 -1.76% Q1 2026 May 05, 2026
1832 Asset Management L.P. History Reduced 296,484 145,663 0.13% 0.12% 281 -1,987 -0.67% Q1 2026 May 14, 2026
MCDONALD CAPITAL INVESTORS INC/CA History Reduced 303,705 145,535 9.96% 9.5% 282 -4,325 -1.4% Q1 2026 May 04, 2026
TWO SIGMA ADVISERS, LP History No change 287,200 144,361 0.28% 0.28% 283 0 0.0% Q4 2025 Feb 17, 2026
Utah Retirement Systems History Reduced 240,445 143,210 1.46% 1.45% 284 -3,318 -1.36% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 284,666 142,870 0.73% 0.79% 285 +12,805 4.71% Q1 2026 May 08, 2026
Sequoia Financial Advisors, LLC History Reduced 252,551 138,246 0.77% 0.89% 286 -28,248 -10.06% Q1 2026 Apr 30, 2026
Daiwa Securities Group Inc. History Added to 288,342 138,173 0.4% 0.43% 287 +18,133 6.71% Q1 2026 May 13, 2026
Southeast Asset Advisors, LLC History Reduced 276,707 137,621 15.08% 14.16% 288 -9,568 -3.34% Q1 2026 May 13, 2026
XPONANCE LLC History Added to 286,653 137,364 0.98% 0.92% 289 +42,387 17.35% Q1 2026 May 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 263,128 136,856 2.13% 2.2% 290 -11,619 -4.23% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Added to 284,122 136,151 1.16% 1.18% 291 +1,460 0.52% Q1 2026 Apr 29, 2026
BANK OF NOVA SCOTIA History Reduced 275,854 135,777 0.24% 0.42% 292 -283,617 -50.69% Q1 2026 May 14, 2026
Evelyn Partners Investment Management LLP History Added to 281,451 134,871 3.66% 3.88% 293 +2,267 0.81% Q1 2026 May 15, 2026
AE Wealth Management LLC History Added to 276,224 134,519 0.73% 0.77% 294 +10,340 3.89% Q1 2026 May 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 267,993 134,163 0.83% 0.85% 295 +660 0.25% Q1 2026 May 15, 2026
Calamos Advisors LLC History Added to 273,865 134,106 0.48% 0.49% 296 +16,744 6.51% Q1 2026 May 04, 2026
WEITZ INVESTMENT MANAGEMENT, INC. History Reduced 278,850 133,624 9.33% 8.55% 297 -8,000 -2.79% Q1 2026 May 14, 2026
Crestwood Advisors Group, LLC History Reduced 196,229 133,502 2.25% 2.4% 298 -8,409 -4.11% Q1 2026 May 05, 2026
PINEBRIDGE INVESTMENTS LLC History Reduced 275,470 132,005 1.11% 1.2% 299 -48,419 -14.95% Q1 2026 May 14, 2026
Evercore Wealth Management, LLC History Reduced 257,669 131,369 2.07% 2.08% 300 -8,789 -3.3% Q1 2026 May 15, 2026
Saratoga Research & Investment Management History Added to 272,031 130,357 7.4% 6.94% 301 +8,769 3.33% Q1 2026 May 07, 2026
Waverly Advisors, LLC History Added to 226,323 129,984 0.97% 1.0% 302 +24,857 12.34% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Reduced 227,673 129,913 0.64% 0.74% 303 -10,005 -4.21% Q1 2026 May 14, 2026
NEOS Investment Management LLC History Added to 270,595 129,669 0.66% 0.7% 304 +28,883 11.95% Q1 2026 May 15, 2026
BRISTOL JOHN W & CO INC /NY/ History Reduced 270,322 129,538 2.13% 2.11% 305 -3,091 -1.13% Q1 2026 May 14, 2026
HM PAYSON & CO History Reduced 213,255 129,462 1.87% 1.94% 306 -3,676 -1.69% Q1 2026 Apr 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 267,702 129,000 0.71% 0.76% 307 -14,820 -5.25% Q1 2026 Apr 22, 2026
Cheviot Value Management, LLC History Added to 237,695 128,256 12.88% 12.29% 308 +3,281 1.4% Q1 2026 May 12, 2026
LEE DANNER & BASS INC History Reduced 263,987 127,937 8.04% 9.65% 309 -778 -0.29% Q1 2026 Apr 28, 2026
Tidal Investments LLC History Added to 266,551 127,707 0.27% 0.3% 310 +13,997 5.54% Q1 2026 May 15, 2026
IFM Investors Pty Ltd History Added to 265,397 127,178 1.06% 1.08% 311 +8,948 3.49% Q1 2026 Apr 23, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 253,101 127,027 0.29% 0.46% 312 -72,852 -22.35% Q1 2026 May 11, 2026
Wallace Capital Management Inc. History Reduced 241,906 125,968 14.47% 16.07% 313 -2,644 -1.08% Q1 2026 May 15, 2026
Auto-Owners Insurance Co History Reduced 9,825 124,557 2.61% 2.75% 314 -3 -0.03% Q1 2026 Apr 10, 2026
DAVIS R M INC History Reduced 257,675 124,195 2.2% 2.24% 315 -53 -0.02% Q1 2026 May 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 257,475 123,382 0.45% 0.43% 316 +17,206 7.16% Q1 2026 Apr 24, 2026
JANUS HENDERSON GROUP PLC History Added to 249,369 122,386 0.06% 0.05% 317 +19,160 8.32% Q1 2026 May 18, 2026
ASSETMARK, INC History Added to 253,244 122,072 0.25% 0.24% 318 +22,815 9.9% Q1 2026 May 06, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 253,832 121,636 1.03% 1.09% 319 +3,342 1.33% Q1 2026 May 07, 2026
GLENMEDE TRUST CO NA History No change 210,006 119,891 0.57% 0.57% 320 0 0.0% Q4 2025 Feb 17, 2026
Northstar Group, Inc. History Reduced 236,138 118,898 16.81% 17.22% 321 -3,448 -1.44% Q1 2026 Apr 28, 2026
Quilter Plc History Added to 247,023 118,373 2.08% 2.02% 322 +7,949 3.32% Q1 2026 May 13, 2026
STOREBRAND ASSET MANAGEMENT AS History Added to 245,767 117,771 0.34% 0.32% 323 +10,419 4.43% Q1 2026 May 05, 2026
Zurich Insurance Group Ltd/FI History Added to 245,420 117,605 0.92% 0.77% 324 +23,887 10.78% Q1 2026 May 15, 2026
&PARTNERS History Added to 216,370 117,573 0.58% 0.59% 325 +9,115 4.4% Q1 2026 May 15, 2026
GABELLI FUNDS LLC History Reduced 52,071 116,813 0.79% 0.86% 326 -3,462 -6.23% Q1 2026 May 14, 2026
RWWM, Inc. History Added to 243,593 116,729 8.52% 8.36% 327 +1,625 0.67% Q1 2026 May 04, 2026
Vanguard Personalized Indexing Management, LLC History Added to 240,295 116,584 1.14% 1.14% 328 +11,736 5.13% Q1 2026 May 14, 2026
Mill Capital Management, LLC History Added to 89,986 116,322 8.85% 9.31% 329 +9,006 11.12% Q1 2026 May 04, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Added to 233,107 114,746 1.15% 0.96% 330 +14,902 6.83% Q1 2026 Apr 13, 2026
Cresset Asset Management, LLC History Added to 193,316 114,201 0.49% 0.49% 331 +6,488 3.47% Q1 2026 May 15, 2026
MENORA MIVTACHIM HOLDINGS LTD. History New 237,776 113,942 0.54% 332 +237,776 New Q1 2026 May 14, 2026
FACTORY MUTUAL INSURANCE CO History Added to 237,000 113,570 1.28% 1.18% 333 +5,900 2.55% Q1 2026 May 05, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 215,778 113,447 0.49% 0.5% 334 -6,160 -2.78% Q1 2026 May 08, 2026
GREAT LAKES ADVISORS, LLC History Reduced 236,290 113,231 0.94% 1.08% 335 -26,120 -9.95% Q1 2026 May 11, 2026
JRM Investment Counsel, LLC History Added to 202,890 113,013 30.1% 34.05% 336 +1,726 0.86% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History Added to 235,617 112,906 1.22% 1.26% 337 +585 0.25% Q1 2026 Apr 20, 2026
TCTC Holdings, LLC History Reduced 234,102 112,899 3.21% 3.55% 338 -626 -0.27% Q1 2026 May 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 120,174 112,847 0.43% 339 +120,174 New Q1 2026 May 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 159,076 111,394 0.84% 0.86% 340 +7,317 4.82% Q1 2026 May 12, 2026
SCHARF INVESTMENTS, LLC History Reduced 231,257 110,823 3.42% 4.21% 341 -77,273 -25.05% Q1 2026 Apr 13, 2026
MACQUARIE GROUP LTD History Added to 229,556 110,003 0.66% 0.47% 342 +13,578 6.29% Q1 2026 May 15, 2026
Epoch Investment Partners, Inc. History Reduced 229,091 109,780 0.66% 0.69% 343 -10,986 -4.58% Q1 2026 May 14, 2026
CHOREO, LLC History Added to 108,081 109,204 1.34% 1.46% 344 +1,134 1.06% Q1 2026 May 12, 2026
Border to Coast Pensions Partnership Ltd History Added to 226,374 108,811 1.84% 1.89% 345 +10,389 4.81% Q1 2026 Apr 22, 2026
Mutual Advisors, LLC History Added to 214,313 108,440 2.32% 2.4% 346 +3,654 1.73% Q1 2026 May 01, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 226,136 108,364 0.4% 0.44% 347 -39,699 -14.93% Q1 2026 Apr 30, 2026
Equitable Holdings, Inc. History Added to 211,996 108,059 0.7% 0.69% 348 +11,743 5.86% Q1 2026 May 15, 2026
Vident Advisory, LLC History Added to 224,481 107,571 0.92% 0.89% 349 +29,297 15.01% Q1 2026 May 14, 2026
Allworth Financial LP History Added to 170,432 107,569 0.44% 0.46% 350 +2,011 1.19% Q1 2026 May 14, 2026
Segment Wealth Management, LLC History Added to 164,022 106,588 6.25% 6.6% 351 +556 0.34% Q1 2026 Apr 20, 2026
USS Investment Management Ltd History Added to 221,926 106,356 0.42% 0.5% 352 +8,666 4.06% Q1 2026 Apr 24, 2026
OPPENHEIMER & CO INC History New 205,367 106,306 1.29% 353 +205,367 New Q1 2026 Apr 23, 2026
Alpha Cubed Investments, LLC History No change 209,373 105,995 3.63% 3.63% 354 0 0.0% Q4 2025 Feb 03, 2026
Dixon Mitchell Investment Counsel Inc. History Reduced 218,432 104,803 3.64% 3.65% 355 -1,545 -0.7% Q1 2026 May 14, 2026
HB Wealth Management, LLC History Added to 178,170 104,756 0.68% 0.74% 356 +6,269 3.65% Q1 2026 Apr 27, 2026
Well Done, LLC History Reduced 50,806 104,724 15.38% 16.45% 357 -151 -0.3% Q1 2026 Apr 14, 2026
Hendershot Investments Inc. History Added to 212,520 104,710 14.07% 13.87% 358 +2,032 0.97% Q1 2026 Apr 27, 2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC History Reduced 215,411 104,660 13.28% 13.45% 359 -25,749 -10.68% Q1 2026 May 14, 2026
Punch Card Management L.P. History No change 145 104,130 38.47% 36.38% 360 0 0.0% Q1 2026 May 15, 2026
Carnegie Investment Counsel History Added to 198,168 103,901 2.03% 2.0% 361 +5,492 2.85% Q1 2026 May 01, 2026
Wealthfront Advisers LLC History Added to 215,691 103,359 0.23% 0.23% 362 +8,718 4.21% Q1 2026 May 05, 2026
Birch Hill Investment Advisors LLC History Reduced 212,978 102,059 4.58% 4.55% 363 -3,807 -1.76% Q1 2026 Apr 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 211,397 101,301 1.19% 1.17% 364 -7,948 -3.62% Q1 2026 Apr 24, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 147,399 100,776 1.29% 1.34% 365 -982 -0.66% Q1 2026 May 15, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 199,765 100,751 1.49% 1.6% 366 -8,372 -4.02% Q1 2026 May 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 209,983 100,623 1.33% 1.34% 367 0 0.0% Q1 2026 Apr 29, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 208,689 100,003 0.81% 0.81% 368 +4,702 2.31% Q1 2026 Apr 24, 2026
Pacifica Capital Investments, LLC History Reduced 188,752 99,779 33.97% 29.12% 369 -4,420 -2.29% Q1 2026 May 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 206,447 98,929 1.02% 1.01% 370 +25,425 14.05% Q1 2026 Apr 27, 2026
Midwest Trust Co History Added to 195,438 98,677 1.23% 1.24% 371 +8,920 4.78% Q1 2026 May 01, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 195,887 98,462 0.59% 0.59% 372 0 0.0% Q4 2025 Feb 04, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 205,343 98,400 0.37% 0.27% 373 +53,564 35.29% Q1 2026 May 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 79,977 97,173 1.2% 1.24% 374 +9,948 14.21% Q1 2026 May 08, 2026
STALEY CAPITAL ADVISERS INC History Added to 201,326 96,475 4.08% 3.93% 375 +11,723 6.18% Q1 2026 Apr 29, 2026
HARTLINE INVESTMENT CORP/ History Added to 22,851 96,351 10.6% 10.94% 376 +231 1.02% Q1 2026 Apr 28, 2026
Iron Gate Global Advisors LLC History Added to 198,545 95,860 10.13% 9.88% 377 +8,034 4.22% Q1 2026 May 15, 2026
SOUND SHORE MANAGEMENT INC /CT/ History Reduced 199,485 95,593 3.2% 3.36% 378 -10,719 -5.1% Q1 2026 May 07, 2026
KLINGENSTEIN FIELDS & CO LP History Reduced 188,494 95,349 3.76% 3.8% 379 -2,526 -1.32% Q1 2026 May 12, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 148,935 95,052 2.74% 2.94% 380 -2,498 -1.65% Q1 2026 May 08, 2026
Jacobi Capital Management LLC History Added to 190,736 94,988 5.31% 5.44% 381 +11,454 6.39% Q1 2026 May 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 198,217 94,985 0.56% 0.65% 382 -46,406 -18.97% Q1 2026 May 13, 2026
Ilmarinen Mutual Pension Insurance Co History New 197,340 94,565 0.74% 383 +197,340 New Q1 2026 May 12, 2026
Accredited Investors Inc. History Added to 57,671 94,378 5.09% 4.78% 384 +7,811 15.67% Q1 2026 Apr 30, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 138,155 94,192 0.68% 0.67% 385 -1,501 -1.07% Q1 2026 May 15, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 142,034 93,898 4.29% 5.07% 386 +12,327 9.5% Q1 2026 Apr 15, 2026
SHAYNE & JACOBS, LLC History Reduced 165,582 93,700 28.96% 30.4% 387 -2,725 -1.62% Q1 2026 Apr 28, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 194,686 93,293 1.06% 1.05% 388 -3,249 -1.64% Q1 2026 May 07, 2026
INGALLS & SNYDER LLC History Added to 174,064 92,024 3.26% 3.53% 389 +847 0.49% Q1 2026 May 13, 2026
Deltroit Asset Management (UK) LLP History No change 128 91,921 14.77% 14.06% 390 0 0.0% Q1 2026 May 15, 2026
Swiss Life Asset Management Ltd History Added to 191,204 91,624 0.45% 0.43% 391 +25,137 15.14% Q1 2026 May 14, 2026
SP Asset Management LLC History Reduced 187,523 90,578 7.99% 7.54% 392 -2,278 -1.2% Q1 2026 May 06, 2026
GUYASUTA INVESTMENT ADVISORS INC History Added to 177,597 90,128 5.21% 5.35% 393 +1,437 0.82% Q1 2026 Apr 17, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 164,520 89,602 3.05% 3.17% 394 -1,507 -0.91% Q1 2026 May 06, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 171,280 89,254 2.62% 2.66% 395 -788 -0.46% Q1 2026 Apr 29, 2026
Clearstead Advisors, LLC History Added to 156,083 88,430 0.81% 1.05% 396 +19,204 14.03% Q1 2026 May 06, 2026
Lincoln Capital LLC History Added to 101,910 88,291 16.73% 15.79% 397 +8,106 8.64% Q1 2026 May 01, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 126,614 88,241 1.81% 1.84% 398 +7,177 6.01% Q1 2026 Apr 28, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Reduced 162,869 88,093 4.78% 4.86% 399 -1,548 -0.94% Q1 2026 May 12, 2026
Empowered Funds, LLC History New 179,077 87,966 0.56% 400 +179,077 New Q1 2026 May 14, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 182,104 87,264 3.45% 3.48% 401 +321 0.18% Q1 2026 Apr 14, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History Reduced 181,200 86,831 0.55% 1.01% 402 -156,027 -46.27% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 174,343 86,415 1.07% 1.16% 403 -5,567 -3.09% Q1 2026 Apr 20, 2026
Busey Bank History Added to 133,324 86,136 2.34% 2.38% 404 +221 0.17% Q1 2026 Apr 28, 2026
Performance Wealth Partners, LLC History Reduced 175,911 85,014 2.47% 2.45% 405 -2,140 -1.2% Q1 2026 Apr 10, 2026
Archon Partners LLC History No change 176,800 84,722 10.03% 9.29% 406 0 0.0% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 176,511 84,584 0.33% 0.33% 407 -143 -0.08% Q1 2026 May 14, 2026
Wilmington Savings Fund Society, FSB History Added to 62,051 84,277 2.01% 1.96% 408 +7,061 12.84% Q1 2026 Apr 30, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 175,338 84,021 0.45% 0.45% 409 +2,043 1.18% Q1 2026 May 15, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Reduced 174,082 83,420 0.84% 1.22% 410 -74,450 -29.96% Q1 2026 Apr 16, 2026
Manitou Investment Management Ltd. History Reduced 168,087 83,417 16.5% 15.41% 411 -917 -0.54% Q1 2026 Apr 20, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 173,769 83,227 0.11% 0.13% 412 -275 -0.16% Q1 2026 May 15, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 30,256 82,676 3.06% 2.99% 413 -5 -0.02% Q1 2026 May 07, 2026
EASTERN BANK History Added to 57,701 82,192 1.41% 1.27% 414 +25,697 80.29% Q1 2026 Apr 07, 2026
Advisors Capital Management, LLC History Reduced 164,137 81,525 0.95% 1.09% 415 -14,809 -8.28% Q1 2026 May 01, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 134,919 81,123 0.07% 0.1% 416 -59,663 -30.66% Q1 2026 May 15, 2026
Pinnacle Financial Partners, Inc. History Added to 98,894 81,120 0.62% 0.63% 417 +9,180 10.23% Q1 2026 May 14, 2026
Mraz, Amerine & Associates, Inc. History Reduced 158,703 81,074 11.95% 12.84% 418 -2,680 -1.66% Q1 2026 May 05, 2026
Badgley Phelps Wealth Managers, LLC History Added to 153,723 80,840 1.61% 1.53% 419 +4,341 2.91% Q1 2026 Apr 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 111,586 80,743 2.23% 2.22% 420 +8,696 8.45% Q1 2026 Apr 23, 2026
ADAPT Investment Managers SA History New 166,692 79,878 1.06% 421 +166,692 New Q1 2026 May 15, 2026
Summit Financial, LLC History Added to 166,488 79,781 1.02% 1.19% 422 +5,749 3.58% Q1 2026 May 15, 2026
CULLEN/FROST BANKERS, INC. History Reduced 129,570 79,314 0.9% 0.93% 423 -2,682 -2.03% Q1 2026 May 05, 2026
GENERAL AMERICAN INVESTORS CO INC History No change 110 78,995 5.19% 4.68% 424 0 0.0% Q1 2026 May 01, 2026
S&CO INC History Reduced 164,075 78,624 4.88% 5.13% 425 -155 -0.09% Q1 2026 May 07, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 66,337 78,436 0.73% 0.72% 426 -2,792 -4.04% Q1 2026 May 08, 2026
Security National Bank History Reduced 69,238 77,673 11.31% 11.74% 427 -581 -0.83% Q1 2026 Apr 16, 2026
GREENLEAF TRUST History Added to 140,445 77,348 0.76% 0.73% 428 +2,085 1.51% Q1 2026 Apr 27, 2026
Ardent Capital Management, Inc. History Reduced 159,573 76,467 32.73% 32.6% 429 -4,400 -2.68% Q1 2026 May 14, 2026
Merit Financial Group, LLC History Added to 127,326 76,085 0.57% 0.6% 430 +1,383 1.1% Q1 2026 Apr 15, 2026
Chicago Partners Investment Group LLC History Added to 158,669 75,249 1.68% 1.88% 431 +2,433 1.56% Q1 2026 May 04, 2026
Edgemoor Investment Advisors, Inc. History Added to 151,126 74,572 5.87% 6.06% 432 +338 0.22% Q1 2026 May 13, 2026
Atlantic Union Bankshares Corp History Reduced 143,265 74,393 1.43% 1.51% 433 -4,451 -3.01% Q1 2026 May 12, 2026
Bronte Capital Management Pty Ltd. History Reduced 155,063 74,306 7.36% 8.14% 434 -7,264 -4.47% Q1 2026 Apr 27, 2026
Miller Investment Management, LP History Added to 154,300 73,940 7.34% 7.56% 435 +228 0.15% Q1 2026 May 08, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 146,696 73,884 0.54% 0.52% 436 +26,991 22.55% Q1 2026 May 15, 2026
Bank Pictet & Cie (Europe) AG History Reduced 20,802 73,840 1.57% 1.59% 437 -4,120 -16.53% Q1 2026 Apr 14, 2026
Obermeyer Wealth Partners History Added to 134,322 73,696 3.39% 3.56% 438 +331 0.25% Q1 2026 Apr 20, 2026
Prospera Financial Services Inc History Reduced 140,051 73,570 1.18% 1.38% 439 -14,742 -9.52% Q1 2026 Apr 14, 2026
Hosking Partners LLP History Reduced 153,226 73,425 2.63% 2.67% 440 -2,855 -1.83% Q1 2026 Apr 21, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 150,060 72,626 3.94% 4.35% 441 -17,066 -10.21% Q1 2026 May 15, 2026
PARTHENON LLC History Reduced 138,354 70,605 8.07% 8.01% 442 -271 -0.2% Q1 2026 Apr 28, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 118,303 69,986 2.16% 4.31% 443 -101,839 -46.26% Q1 2026 May 11, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 84,254 69,798 0.69% 0.71% 444 -266 -0.31% Q1 2026 May 14, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History Reduced 130,574 69,030 4.32% 3.99% 445 -2,230 -1.68% Q1 2026 Apr 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 143,766 68,893 0.53% 0.54% 446 0 0.0% Q1 2026 May 04, 2026
ALLSTATE CORP History Added to 143,239 68,640 0.73% 0.73% 447 +37,614 35.61% Q1 2026 May 11, 2026
Aquamarine Zurich AG History No change 97,630 68,314 50.49% 48.6% 448 0 0.0% Q1 2026 Apr 17, 2026
BAXTER BROS INC History Reduced 135,946 68,015 8.4% 8.3% 449 -713 -0.52% Q1 2026 Apr 28, 2026
FOUNDERS CAPITAL MANAGEMENT, LLC History Added to 140,407 68,000 11.18% 10.58% 450 +139 0.1% Q1 2026 Apr 23, 2026
Glenview Trust Co History Added to 127,797 67,699 1.06% 1.08% 451 +2,186 1.74% Q1 2026 May 08, 2026
HARVEY INVESTMENT CO LLC History Reduced 97,830 67,692 7.44% 7.77% 452 -2,431 -2.42% Q1 2026 Apr 21, 2026
Elgethun Capital Management History Added to 132,209 67,660 11.19% 11.85% 453 +279 0.21% Q1 2026 May 14, 2026
St. James Investment Company, LLC History Reduced 141,193 67,659 10.6% 11.45% 454 -755 -0.53% Q1 2026 May 14, 2026
CENTRAL TRUST Co History Reduced 135,656 66,441 1.31% 1.38% 455 -1,017 -0.74% Q1 2026 Apr 17, 2026
Point72 Asset Management, L.P. History Added to 138,600 66,417 0.09% 0.07% 456 +18,001 14.93% Q1 2026 May 15, 2026
Independent Advisor Alliance History Added to 128,883 66,066 0.71% 1.66% 457 +1,899 1.5% Q1 2026 May 12, 2026
SAYBROOK CAPITAL /NC History Added to 103,885 65,570 17.66% 17.12% 458 +84 0.08% Q1 2026 May 05, 2026
ASO GROUP Ltd History Added to 42,389 65,526 27.63% 26.67% 459 +1,135 2.75% Q1 2026 Apr 21, 2026
LOUNTZIS ASSET MANAGEMENT, LLC History Reduced 134,309 65,078 23.87% 24.29% 460 -265 -0.2% Q1 2026 May 07, 2026
Ninety One SA (PTY) Ltd History No change 91 64,838 2.79% 2.97% 461 0 0.0% Q1 2026 Apr 24, 2026
NORTHEAST INVESTMENT MANAGEMENT History Reduced 135,265 64,818 2.68% 2.71% 462 -2,620 -1.9% Q1 2026 Apr 21, 2026
Roundview Capital LLC History Reduced 130,472 64,675 4.03% 4.62% 463 -14,485 -9.99% Q1 2026 May 08, 2026
Farther Finance Advisors, LLC History Added to 121,999 64,102 0.61% 0.64% 464 +14,294 13.27% Q1 2026 Apr 07, 2026
SOROS FUND MANAGEMENT LLC History New 133,277 63,866 0.7% 465 +133,277 New Q1 2026 May 15, 2026
Investment Management Corp of Ontario History Added to 133,121 63,791 0.82% 0.83% 466 +8,982 7.24% Q1 2026 May 15, 2026
JFS WEALTH ADVISORS, LLC History Reduced 104,464 63,694 3.56% 3.82% 468 -1,782 -1.68% Q1 2026 Apr 20, 2026
TRUST CO OF VERMONT History No change 125,216 63,694 2.66% 2.66% 467 0 0.0% Q4 2025 Jan 16, 2026
Intelligent Financial Strategies History Reduced 122,304 63,631 33.15% 33.56% 469 -6,044 -4.71% Q1 2026 Apr 28, 2026
Thomasville National Bank History No change 123,467 63,569 3.94% 3.94% 470 0 0.0% Q4 2025 Jan 26, 2026
ASR Vermogensbeheer N.V. History Added to 132,513 63,499 0.75% 0.75% 471 +3,934 3.06% Q1 2026 Apr 30, 2026
Valeo Financial Advisors, LLC History Reduced 112,901 63,431 1.52% 1.55% 472 -5,262 -4.45% Q1 2026 May 08, 2026
Chou Associates Management Inc. History Added to 3,186 63,245 30.08% 32.21% 473 +3,100 3604.65% Q1 2026 May 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 130,927 62,740 0.26% 0.05% 474 +102,625 362.61% Q1 2026 May 15, 2026
Savant Capital, LLC History Reduced 114,032 62,538 0.3% 0.46% 475 -31,908 -21.86% Q1 2026 May 04, 2026
Aptus Capital Advisors, LLC History Reduced 130,294 62,436 0.49% 0.49% 476 -6,372 -4.66% Q1 2026 May 11, 2026
SouthState Bank Corp History Reduced 126,671 62,136 2.9% 2.98% 477 -2,920 -2.25% Q1 2026 May 05, 2026
ELKHORN PARTNERS LIMITED PARTNERSHIP History Added to 54,470 61,985 39.46% 40.99% 478 +375 0.69% Q1 2026 May 14, 2026
Horizon Investments, LLC History Added to 129,143 61,885 0.69% 0.67% 479 +23,681 22.45% Q1 2026 May 14, 2026
Prime Capital Investment Advisors, LLC History Added to 127,562 61,127 0.71% 0.78% 480 +89 0.07% Q1 2026 May 08, 2026
Diesslin Group, Inc. History Added to 121,298 60,278 27.15% 24.83% 481 +1,499 1.25% Q1 2026 Apr 21, 2026
RBF Capital, LLC History Reduced 11,317 59,965 2.93% 4.02% 482 -55,000 -82.93% Q1 2026 May 18, 2026
Trexquant Investment LP History Added to 125,119 59,957 0.43% 0.26% 483 +66,843 114.7% Q1 2026 May 15, 2026
CAPITAL ADVISORS INC/OK History Reduced 112,699 59,746 0.96% 1.31% 484 -36,537 -24.48% Q1 2026 Apr 27, 2026
Nearwater Capital Markets, Ltd History Added to 124,000 59,420 1.4% 0.34% 485 +84,000 210.0% Q1 2026 May 15, 2026
Apollon Wealth Management, LLC History Added to 92,470 59,382 0.97% 1.04% 486 +4,285 4.86% Q1 2026 Apr 22, 2026
Solitude Financial Services History Added to 125,184 59,348 17.55% 18.28% 487 +14,905 13.52% Q1 2026 Apr 16, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Reduced 120,626 59,239 12.3% 12.94% 488 -996 -0.82% Q1 2026 May 08, 2026
GRANDFIELD & DODD, LLC History Added to 101,154 59,237 3.34% 3.49% 489 +1,039 1.04% Q1 2026 May 07, 2026
GoodHaven Capital Management, LLC History Added to 123,566 59,212 20.63% 19.95% 490 +997 0.81% Q1 2026 May 12, 2026
NS Partners Ltd History New 123,458 59,161 2.65% 491 +123,458 New Q1 2026 May 11, 2026
Illinois Municipal Retirement Fund History Reduced 122,627 58,762 0.75% 0.88% 492 -16,399 -11.8% Q1 2026 May 05, 2026
South Dakota Investment Council History Added to 110,364 58,628 1.12% 1.17% 493 +600 0.55% Q1 2026 May 18, 2026
Concurrent Investment Advisors, LLC History Reduced 85,955 58,413 0.64% 0.76% 494 -10,869 -11.23% Q1 2026 Apr 20, 2026
Lanham O'Dell & Company, Inc. History No change 115,942 58,278 16.78% 16.78% 495 0 0.0% Q4 2025 Jan 12, 2026
AM INVESTMENT STRATEGIES LLC History Added to 117,682 57,828 12.71% 12.38% 496 +2,209 1.91% Q1 2026 Apr 29, 2026
World Investment Advisors History Added to 74,071 57,742 0.93% 0.97% 497 +1,276 1.75% Q1 2026 Apr 27, 2026
Purpose Unlimited Inc. History Added to 119,707 57,363 2.37% 2.71% 498 +1,633 1.38% Q1 2026 May 15, 2026
CULBERTSON A N & CO INC History Added to 119,626 57,324 7.44% 8.03% 499 +3,201 2.75% Q1 2026 May 12, 2026
Stack Financial Management, Inc History Added to 119,229 57,134 4.2% 4.55% 500 +505 0.43% Q1 2026 May 04, 2026
WELCH & FORBES LLC History Reduced 117,537 57,041 0.74% 0.73% 501 -1,095 -0.92% Q1 2026 May 01, 2026
Western Wealth Management, LLC History Reduced 89,013 57,008 2.08% 2.13% 502 -1,442 -1.59% Q1 2026 May 19, 2026
UniSuper Management Pty Ltd History Added to 118,757 56,908 0.37% 0.35% 503 +2,310 1.98% Q1 2026 May 11, 2026
NATIXIS History Reduced 118,746 56,903 0.2% 0.3% 504 -48,882 -29.16% Q1 2026 May 14, 2026
Lafayette Investments, Inc. History Reduced 117,083 56,823 11.51% 11.43% 505 -1,757 -1.48% Q1 2026 Apr 27, 2026
AVENIR CORP History Reduced 108,947 56,513 6.89% 6.48% 506 -807 -0.74% Q1 2026 May 14, 2026
Gotham Asset Management, LLC History Added to 104,093 56,340 0.17% 0.21% 507 +3,592 3.57% Q1 2026 May 15, 2026
SPINNAKER TRUST History Reduced 98,047 56,313 3.12% 3.2% 508 -1,509 -1.52% Q1 2026 Apr 23, 2026
SFMG, LLC History Reduced 111,702 55,680 3.77% 4.04% 509 -3,552 -3.08% Q1 2026 May 12, 2026
Curi Capital, LLC History Added to 105,506 55,582 0.99% 0.95% 510 +8,096 8.31% Q1 2026 May 15, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 115,823 55,394 0.39% 0.48% 511 -19,670 -14.52% Q1 2026 May 14, 2026
Florida Trust Wealth Management Co History Reduced 112,399 55,296 1.55% 1.63% 512 -1,781 -1.56% Q1 2026 May 14, 2026
REGIONS FINANCIAL CORP History Reduced 76,322 55,232 0.36% 0.4% 513 -9,653 -11.23% Q1 2026 May 05, 2026
Destination Wealth Management History Added to 112,114 55,160 1.43% 1.5% 514 +2,610 2.38% Q1 2026 May 15, 2026
Avior Wealth Management, LLC History Added to 109,046 55,125 1.56% 1.82% 515 +217 0.2% Q1 2026 Apr 09, 2026
DDD Partners, LLC History Added to 114,010 54,633 3.77% 3.65% 516 +1 0.0% Q1 2026 Apr 28, 2026
ST GERMAIN D J CO INC History Reduced 113,906 54,583 2.16% 2.25% 517 -1,378 -1.2% Q1 2026 Apr 13, 2026
Chemistry Wealth Management LLC History Reduced 111,999 54,387 9.57% 10.7% 518 -327 -0.29% Q1 2026 Apr 09, 2026
BNP PARIBAS History Added to 105,377 54,058 1.72% 1.48% 519 +9,766 10.21% Q1 2026 May 12, 2026
FIRST FOUNDATION ADVISORS History Reduced 105,308 54,051 2.18% 2.15% 520 -563 -0.53% Q1 2026 May 04, 2026
J.W. COLE ADVISORS, INC. History Reduced 112,292 53,810 1.82% 1.18% 521 -1,330 -1.17% Q1 2026 Apr 23, 2026
Asset Management Advisors, LLC History Added to 111,878 53,611 32.43% 33.99% 522 +82 0.07% Q1 2026 Apr 08, 2026
Texas Yale Capital Corp. History Reduced 78,614 53,460 1.52% 1.72% 523 -1,125 -1.41% Q1 2026 May 04, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History Reduced 111,088 53,233 3.33% 3.1% 524 -5,676 -4.86% Q1 2026 May 15, 2026
MIZUHO SECURITIES USA LLC History Reduced 110,857 53,122 1.25% 1.13% 525 -22,664 -16.97% Q1 2026 May 11, 2026
Cook & Bynum Capital Management, LLC History No change 110,671 53,033 42.7% 46.49% 526 0 0.0% Q1 2026 May 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History New 110,659 53,027 0.61% 527 +110,659 New Q1 2026 Apr 23, 2026
PINNACLE ASSOCIATES LTD History Reduced 104,482 52,938 0.68% 0.73% 528 -3,013 -2.8% Q1 2026 Apr 21, 2026
LGT Fund Management Co Ltd. History Added to 90,265 52,584 2.28% 3.97% 529 +10,077 12.57% Q1 2026 Apr 28, 2026
AEGON ASSET MANAGEMENT UK PLC History Reduced 109,631 52,531 0.7% 0.78% 530 -19,983 -15.42% Q1 2026 Apr 16, 2026
Crewe Advisors LLC History Added to 25,657 52,483 4.48% 4.87% 531 +216 0.85% Q1 2026 May 07, 2026
CI INVESTMENTS INC. History Added to 27,066 52,441 0.25% 0.24% 532 +8,702 47.39% Q1 2026 May 13, 2026
Hi-Line Capital Management, LLC History Reduced 34,021 52,185 16.4% 18.27% 533 -153 -0.45% Q1 2026 Apr 27, 2026
GenTrust, LLC History Added to 108,805 52,139 2.23% 2.34% 534 +667 0.62% Q1 2026 Apr 27, 2026
ASSOCIATED BANC-CORP History Added to 104,230 52,099 1.38% 1.3% 535 +8,065 8.39% Q1 2026 May 01, 2026
Modern Wealth Management, LLC History Added to 99,479 51,895 0.89% 0.94% 536 +5,993 6.41% Q1 2026 May 14, 2026
AGF MANAGEMENT LTD History Reduced 107,282 51,409 0.23% 0.25% 537 -6,427 -5.65% Q1 2026 May 07, 2026
New Capital Management LP History Reduced 107,172 51,356 12.66% 13.59% 538 -437 -0.41% Q1 2026 Apr 14, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 105,391 51,221 0.08% 0.09% 539 +356 0.34% Q1 2026 May 15, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 87,320 51,173 4.09% 4.11% 540 +876 1.01% Q1 2026 May 13, 2026
Gulf International Bank (UK) Ltd History Added to 106,304 50,941 1.14% 1.13% 541 +36,975 53.33% Q1 2026 May 11, 2026
Cohen Klingenstein LLC History No change 105,724 50,662 1.64% 1.61% 542 0 0.0% Q1 2026 Apr 15, 2026
Allen Capital Group, LLC History No change 90,175 50,606 4.64% 4.64% 543 0 0.0% Q4 2025 Feb 09, 2026
ACADEMY CAPITAL MANAGEMENT History Reduced 105,172 50,398 7.21% 7.22% 544 -2,947 -2.73% Q1 2026 May 14, 2026
Heritage Wealth Advisors History Reduced 100,647 50,383 1.97% 2.48% 545 -24,422 -19.53% Q1 2026 May 13, 2026
Citadel Investment Advisory, Inc. History Reduced 104,930 50,282 24.0% 22.98% 546 -882 -0.83% Q1 2026 Apr 16, 2026
PORTLAND INVESTMENT COUNSEL INC. History Added to 104,877 50,257 16.13% 15.78% 547 +794 0.76% Q1 2026 May 14, 2026
Integrated Wealth Concepts LLC History Added to 94,289 50,207 0.4% 0.4% 548 +34,355 57.32% Q1 2026 May 15, 2026
SEIZERT CAPITAL PARTNERS, LLC History Reduced 104,753 50,197 2.31% 2.31% 549 -3,935 -3.62% Q1 2026 May 07, 2026
Caprock Group, LLC History Added to 70,117 50,106 1.22% 1.05% 550 +1,130 1.64% Q1 2026 May 11, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 104,513 50,082 1.59% 1.59% 551 -1,431 -1.35% Q1 2026 Apr 15, 2026
FOUNDATION RESOURCE MANAGEMENT INC History Added to 96,986 50,063 5.63% 6.99% 552 +503 0.52% Q1 2026 Apr 21, 2026
Smith Salley Wealth Management History Added to 102,526 49,848 2.51% 2.56% 553 +1,180 1.16% Q1 2026 Apr 16, 2026
Danica Pension, Livsforsikringsaktieselskab History New 103,993 49,833 0.93% 554 +103,993 New Q1 2026 May 12, 2026
Hound Partners, LLC History New 103,500 49,597 6.2% 555 +103,500 New Q1 2026 May 15, 2026
HUTNER CAPITAL MANAGEMENT INC History Added to 42,003 49,552 20.36% 21.71% 556 +43 0.1% Q1 2026 May 15, 2026
Private Wealth Partners, LLC History Added to 101,030 49,131 3.78% 3.52% 557 +3,816 3.93% Q1 2026 Apr 28, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC. History Reduced 101,513 48,645 18.08% 19.7% 558 -650 -0.64% Q1 2026 May 14, 2026
CULLEN INVESTMENT GROUP, LTD. History Added to 101,430 48,603 6.42% 6.52% 559 +685 0.68% Q1 2026 Apr 09, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 101,072 48,434 0.51% 0.5% 560 -11,481 -10.2% Q1 2026 Apr 16, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 93,266 48,281 0.75% 0.79% 561 -4,431 -4.54% Q1 2026 Apr 01, 2026
Polar Capital Holdings Plc History Reduced 100,710 48,260 0.17% 0.2% 562 -892 -0.88% Q1 2026 May 15, 2026
Hamilton Point Investment Advisors, LLC History Added to 6,007 48,091 7.41% 7.76% 563 +489 8.86% Q1 2026 May 06, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Added to 100,297 48,062 2.7% 2.61% 564 +2,505 2.56% Q1 2026 Apr 13, 2026
LOCUST WOOD CAPITAL ADVISERS, LLC History Reduced 65,850 48,061 1.22% 1.27% 565 -2,834 -4.13% Q1 2026 May 15, 2026
TIAA Wealth Investment Management LLC History New 97,043 47,934 0.37% 566 +97,043 New Q1 2026 May 12, 2026
Defender Capital, LLC. History Reduced 99,569 47,713 16.92% 16.36% 567 -883 -0.88% Q1 2026 Apr 13, 2026
Aware Super Pty Ltd as trustee of Aware Super History New 98,942 47,413 0.72% 568 +98,942 New Q1 2026 May 05, 2026
NORTHWESTERN UNIVERSITY History Reduced 66 47,397 92.11% 85.17% 569 -389 -85.49% Q1 2026 Apr 16, 2026
Crossmark Global Holdings, Inc. History Added to 98,456 47,180 0.7% 0.7% 570 +1,638 1.69% Q1 2026 May 11, 2026
Norman Fields, Gottscho Capital Management, LLC History Reduced 98,414 47,159 15.59% 16.21% 571 -1,681 -1.68% Q1 2026 Apr 02, 2026
Orion Porfolio Solutions, LLC History Reduced 96,415 46,919 0.4% 0.4% 572 -11,089 -10.31% Q1 2026 May 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 79,689 46,798 0.65% 0.74% 573 -11,611 -12.72% Q1 2026 May 01, 2026
Norinchukin Bank, The History Added to 97,613 46,776 0.55% 0.57% 574 +406 0.42% Q1 2026 May 15, 2026
OMERS ADMINISTRATION Corp History Added to 97,523 46,733 0.3% 0.27% 575 +21,359 28.04% Q1 2026 May 15, 2026
I.G.Y. Ltd History No change 65 46,679 19.84% 20.85% 576 0 0.0% Q1 2026 May 12, 2026
Ancora Advisors LLC History Reduced 97,321 46,636 0.99% 1.02% 577 -1,212 -1.23% Q1 2026 May 15, 2026
WCG Wealth Advisors LLC History Reduced 97,253 46,603 1.3% 1.39% 578 -1,565 -1.58% Q1 2026 May 12, 2026
One Charles Private Wealth Services, LLC History Reduced 96,790 46,381 11.6% 12.63% 579 -406 -0.42% Q1 2026 May 07, 2026
Ironvine Capital Partners, LLC History Reduced 96,721 46,348 5.09% 4.94% 580 -1,483 -1.51% Q1 2026 May 15, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 84,189 46,310 14.65% 14.81% 581 +9,346 12.49% Q1 2026 Apr 17, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 39,373 46,138 0.97% 0.96% 582 +4,714 13.6% Q1 2026 May 13, 2026
Haverford Trust Co History Reduced 39,118 46,016 0.42% 0.43% 583 -212 -0.54% Q1 2026 May 11, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 88,375 45,937 0.37% 0.41% 584 -3,158 -3.45% Q1 2026 May 01, 2026
Claret Asset Management Corp History Reduced 95,336 45,685 5.46% 5.62% 585 -970 -1.01% Q1 2026 May 11, 2026
GREENLEA LANE CAPITAL MANAGEMENT, LLC History Reduced 63 45,242 13.14% 14.76% 586 -4 -5.97% Q1 2026 May 11, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 93,994 45,041 2.58% 5.04% 587 -92,208 -49.52% Q1 2026 May 07, 2026
FineMark National Bank & Trust History No change 36,921 44,958 1.4% 1.4% 588 0 0.0% Q4 2025 Feb 12, 2026
Louisiana State Employees Retirement System History Reduced 93,400 44,757 0.78% 0.81% 589 -300 -0.32% Q1 2026 Apr 20, 2026
Freestone Capital Holdings, LLC History Added to 88,686 44,651 1.35% 1.37% 590 +844 0.96% Q1 2026 May 13, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History Reduced 69,290 44,609 7.93% 7.8% 591 -1,682 -2.37% Q1 2026 May 08, 2026
Maryland State Retirement & Pension System History Added to 92,781 44,460 0.9% 0.95% 592 +565 0.61% Q1 2026 May 04, 2026
Summit Trail Advisors, LLC History Added to 83,790 44,458 0.64% 0.74% 593 +10,749 14.72% Q1 2026 May 12, 2026
KELLEHER FINANCIAL ADVISORS History Added to 20,518 44,329 11.22% 10.42% 594 +2,169 11.82% Q1 2026 May 08, 2026
Templeton & Phillips Capital Management, LLC History Reduced 92,232 44,197 36.02% 32.12% 595 -3,724 -3.88% Q1 2026 May 06, 2026
PRUDENTIAL PLC History Added to 92,168 44,166 0.26% 0.13% 596 +60,281 189.05% Q1 2026 May 13, 2026
Composition Wealth, LLC History Reduced 68,048 44,091 0.61% 0.68% 597 -2,627 -3.72% Q1 2026 Apr 08, 2026
Woodbridge CO LTD History No change 91,969 44,071 0.16% 0.11% 598 0 0.0% Q1 2026 May 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 90,399 44,036 1.2% 1.2% 599 -1,225 -1.34% Q1 2026 Apr 13, 2026
Choate Investment Advisors History Added to 67,664 43,907 0.86% 0.9% 600 +750 1.12% Q1 2026 May 13, 2026
GTS SECURITIES LLC History Reduced 14,887 43,734 1.55% 1.79% 601 -12,932 -46.49% Q1 2026 May 14, 2026
Jain Global LLC History New 91,222 43,713 0.18% 602 +91,222 New Q1 2026 May 15, 2026
Baker Ellis Asset Management LLC History Reduced 71,730 43,702 5.19% 5.52% 603 -59 -0.08% Q1 2026 Apr 17, 2026
Parallel Advisors, LLC History Added to 80,707 43,698 0.78% 0.81% 604 +2,633 3.37% Q1 2026 May 07, 2026
Man Group plc History Reduced 91,032 43,622 0.08% 0.08% 605 -5,837 -6.03% Q1 2026 May 15, 2026
HUB Investment Partners, LLC History Added to 83,323 43,516 1.04% 0.82% 606 +24,986 42.83% Q1 2026 May 15, 2026
Banco Santander, S.A. History Added to 90,295 43,269 0.35% 0.31% 607 +7,389 8.91% Q1 2026 May 08, 2026
Zuckerman Investment Group, LLC History Added to 58,061 42,893 4.02% 4.01% 608 +244 0.42% Q1 2026 May 15, 2026
Matthew Goff Investment Advisor, LLC History Reduced 89,227 42,757 7.13% 8.03% 609 -885 -0.98% Q1 2026 Apr 16, 2026
Twin Tree Management, LP History Reduced 89,080 42,687 0.9% 0.68% 610 -66,320 -42.68% Q1 2026 May 14, 2026
BECK MACK & OLIVER LLC History Reduced 89,078 42,686 0.88% 0.84% 611 -3,089 -3.35% Q1 2026 May 12, 2026
Sagewood Asset Management LP History Added to 60,461 42,608 13.35% 15.71% 612 +940 1.58% Q1 2026 May 13, 2026
PHILADELPHIA TRUST CO History Reduced 88,678 42,494 3.0% 3.09% 613 -395 -0.44% Q1 2026 May 13, 2026
PITTENGER & ANDERSON INC History Added to 37,420 42,332 1.68% 1.69% 614 +865 2.37% Q1 2026 May 01, 2026
Mediolanum International Funds Ltd History Reduced 88,447 41,982 0.45% 0.62% 615 -34,321 -27.96% Q1 2026 May 06, 2026
Wealthspire Advisors, LLC History Reduced 66,781 41,689 0.33% 0.36% 616 -3,525 -5.01% Q1 2026 May 01, 2026
Arkadios Wealth Advisors History Reduced 63,893 41,382 0.68% 0.94% 617 -9,613 -13.08% Q1 2026 May 18, 2026
Motley Fool Asset Management LLC History Added to 86,343 41,375 1.78% 1.68% 618 +767 0.9% Q1 2026 May 12, 2026
Strata Wealth Advisors, LLC History Reduced 63,724 41,301 11.33% 12.33% 619 -1,960 -2.98% Q1 2026 Apr 28, 2026
SAPIENT CAPITAL LLC History Reduced 55,794 41,089 0.62% 0.7% 620 -7,663 -12.08% Q1 2026 Apr 08, 2026
Baskin Financial Services Inc. History Reduced 85,606 41,022 3.36% 3.31% 621 -1,810 -2.07% Q1 2026 Apr 13, 2026
Red Door Wealth Management, LLC History Added to 83,585 40,771 4.24% 4.43% 622 +449 0.54% Q1 2026 Apr 22, 2026
CWA Asset Management Group, LLC History Added to 77,519 40,735 1.38% 1.54% 623 +74 0.1% Q1 2026 Apr 20, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 85,000 40,732 0.16% 0.15% 624 0 0.0% Q1 2026 May 15, 2026
LGT Group Foundation History Added to 84,942 40,704 0.5% 0.47% 625 +181 0.21% Q1 2026 Apr 28, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 84,457 40,472 1.24% 1.27% 626 0 0.0% Q1 2026 May 04, 2026
TrinityBridge Ltd History Added to 84,346 40,428 1.1% 0.94% 627 +325 0.39% Q1 2026 May 12, 2026
CHILTON INVESTMENT CO INC. History Added to 84,072 40,287 0.95% 0.87% 628 +833 1.0% Q1 2026 May 15, 2026
Gradient Investments LLC History Reduced 82,570 40,285 0.62% 0.68% 629 -1,396 -1.66% Q1 2026 Apr 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 83,968 40,237 1.01% 1.06% 630 +1,363 1.65% Q1 2026 May 13, 2026
Stratos Wealth Partners, LTD. History Reduced 79,407 40,205 0.46% 0.49% 631 -1,891 -2.33% Q1 2026 Apr 28, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 83,861 40,186 1.15% 1.15% 632 -4,865 -5.48% Q1 2026 May 14, 2026
ADAMS DIVERSIFIED EQUITY FUND, INC. History No change 83,843 40,177 1.42% 1.4% 633 0 0.0% Q1 2026 Apr 22, 2026
RWA WEALTH PARTNERS, LLC History Reduced 64,043 40,018 0.44% 0.49% 634 -6,173 -8.79% Q1 2026 May 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 81,798 39,915 0.99% 1.04% 635 -259 -0.32% Q1 2026 Apr 29, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 67,995 39,759 0.54% 0.63% 636 +4,718 7.46% Q1 2026 May 01, 2026
Pitcairn Wealth Advisors LLC History No change 14,477 39,711 3.65% 3.57% 637 0 0.0% Q1 2026 May 13, 2026
STEPHENS INC /AR/ History Added to 72,230 39,684 0.5% 0.49% 638 +4,322 6.36% Q1 2026 Apr 28, 2026
WoodTrust Financial Corp History Reduced 52,805 39,658 5.12% 5.04% 639 -4,538 -7.91% Q1 2026 May 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 70,761 39,650 2.82% 2.86% 640 +3,473 5.16% Q1 2026 May 12, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 73,706 39,625 4.12% 4.44% 641 -631 -0.85% Q1 2026 Apr 08, 2026
LMCG INVESTMENTS, LLC History Added to 62,976 39,507 2.35% 2.31% 642 +1,958 3.21% Q1 2026 Apr 29, 2026
Patten Group, Inc. History Added to 46,335 39,427 6.85% 1.34% 643 +31,888 220.72% Q1 2026 Apr 24, 2026
LM Advisors LLC History Reduced 25,998 39,277 0.62% 0.71% 644 -1,462 -5.32% Q1 2026 May 13, 2026
Wharton Business Group, LLC History Reduced 81,882 39,237 1.48% 1.57% 645 -15 -0.02% Q1 2026 May 07, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 59,140 39,104 3.83% 3.92% 646 -565 -0.95% Q1 2026 May 15, 2026
ASPIRIANT, LLC History Added to 74,023 39,060 1.11% 1.1% 647 +5,301 7.71% Q1 2026 May 12, 2026
Ervin Investment Management, LLC History Added to 81,191 38,906 22.78% 22.77% 648 +331 0.41% Q1 2026 Apr 08, 2026
Boston Trust Walden Corp History Reduced 76,608 38,863 0.32% 0.31% 649 -878 -1.13% Q1 2026 Apr 24, 2026
STOCK YARDS BANK & TRUST CO History Reduced 37,646 38,852 1.21% 1.35% 650 -5,131 -11.99% Q1 2026 Apr 24, 2026
Greenbrier Partners Capital Management, LLC History Reduced 80,704 38,673 2.98% 2.85% 651 -3,910 -4.62% Q1 2026 May 15, 2026
NWF Advisory Services Inc. History Reduced 77,676 38,657 4.36% 4.32% 652 -134 -0.17% Q1 2026 May 04, 2026
SIGNATUREFD, LLC History Added to 73,156 38,644 0.59% 0.61% 653 +1,113 1.54% Q1 2026 Apr 07, 2026
PARK AVENUE SECURITIES LLC History Added to 76,817 38,246 0.3% 0.32% 654 +4,869 6.77% Q1 2026 Apr 07, 2026
PYA Waltman Capital, LLC History Added to 79,582 38,135 10.57% 10.32% 655 +3,163 4.14% Q1 2026 May 13, 2026
Painted Porch Advisors LLC History Added to 79,536 38,113 18.19% 15.55% 656 +2,587 3.36% Q1 2026 May 14, 2026
FLOW TRADERS U.S. LLC History Reduced 53 38,061 1.2% 2.5% 657 -48 -47.52% Q1 2026 May 15, 2026
Voleon Capital Management LP History Reduced 79,159 37,932 0.82% 1.28% 658 -38,891 -32.94% Q1 2026 May 15, 2026
American Financial Advisors, LLC History Reduced 79,025 37,868 5.05% 5.2% 659 -1,136 -1.42% Q1 2026 May 13, 2026
CADINHA & CO LLC History Reduced 75,660 37,691 7.02% 6.21% 660 -1,430 -1.85% Q1 2026 May 11, 2026
Washington Trust Advisors, Inc. History Reduced 71,020 37,621 3.04% 3.16% 661 -3,688 -4.94% Q1 2026 Apr 06, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 78,431 37,583 1.17% 1.48% 662 -14,794 -15.87% Q1 2026 Apr 27, 2026
Meridian Wealth Management, LLC History Added to 76,223 37,243 1.31% 1.3% 663 +4,477 6.24% Q1 2026 May 06, 2026
BOKF, NA History Reduced 77,636 37,203 0.57% 0.61% 664 -1,574 -1.99% Q1 2026 May 08, 2026
Vinva Investment Management Ltd History Added to 78,327 37,178 0.46% 0.43% 665 +9,040 13.05% Q1 2026 May 13, 2026
Whitegate Investment Counselors, Inc. History Reduced 68,476 37,119 11.8% 12.35% 666 -1,155 -1.66% Q1 2026 Apr 27, 2026
Van Hulzen Asset Management, LLC History Added to 63,574 36,923 2.74% 2.02% 667 +22,457 54.62% Q1 2026 May 14, 2026
Vantage Investment Partners, LLC History Added to 76,620 36,716 2.53% 2.4% 668 +5,061 7.07% Q1 2026 May 01, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History Added to 76,396 36,609 4.33% 4.28% 669 +554 0.73% Q1 2026 May 11, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 71,790 36,554 2.58% 2.69% 670 -1,289 -1.76% Q1 2026 Apr 28, 2026
STEGINSKY CAPITAL LLC History Added to 74,603 36,467 6.03% 6.36% 671 +4,048 5.74% Q1 2026 May 04, 2026
SHUFRO ROSE & CO LLC History Reduced 69,418 36,135 2.46% 2.36% 672 -77 -0.11% Q1 2026 May 15, 2026
Prodigy Asset Management LLC History No change 6,409 36,083 12.05% 13.31% 673 0 0.0% Q1 2026 May 04, 2026
AMG National Trust Bank History Added to 27,269 36,032 0.78% 0.84% 674 +6,144 29.08% Q1 2026 May 04, 2026
MUFG Securities EMEA plc History No change 75,175 36,023 0.54% 0.44% 675 0 0.0% Q1 2026 May 11, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 75,014 35,946 1.55% 1.64% 676 -3,413 -4.35% Q1 2026 May 14, 2026
FENIMORE ASSET MANAGEMENT INC History Reduced 12,025 35,904 0.8% 0.8% 677 -1,039 -7.95% Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Reduced 62,836 35,852 0.43% 0.45% 678 -4,348 -6.47% Q1 2026 May 13, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Added to 267,061 35,843 2.34% 2.78% 679 +179,302 204.31% Q1 2026 Apr 27, 2026
PARK NATIONAL CORP /OH/ History Added to 45,935 35,647 1.09% 1.15% 680 +1,261 2.82% Q1 2026 Apr 16, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Added to 68,291 35,595 2.72% 2.66% 681 +1,070 1.59% Q1 2026 Apr 28, 2026
Bleakley Financial Group, LLC History Added to 74,230 35,570 0.56% 0.6% 682 +5,704 8.32% Q1 2026 May 04, 2026
Optiver Holding B.V. History Added to 73,827 35,377 0.01% 0.0% 683 +70,362 2030.65% Q1 2026 May 15, 2026
YHB Investment Advisors, Inc. History Added to 73,763 35,347 2.53% 2.56% 684 +63 0.09% Q1 2026 Apr 10, 2026
NICOLET BANKSHARES INC History Added to 73,767 35,308 1.3% 0.44% 685 +68,310 1251.79% Q1 2026 May 14, 2026
Greenline Partners, LLC History Added to 73,203 35,078 3.77% 3.93% 686 +4,799 7.02% Q1 2026 May 15, 2026
Vestmark Advisory Solutions, Inc. History Added to 38,585 34,996 0.39% 0.39% 687 +13,597 54.41% Q1 2026 May 15, 2026
REIK & CO., LLC History Reduced 72,931 34,948 9.64% 10.19% 688 -737 -1.0% Q1 2026 May 05, 2026
ProVise Management Group, LLC History Added to 69,620 34,797 2.5% 2.59% 689 +125 0.18% Q1 2026 May 06, 2026
RiverFront Investment Group, LLC History Added to 72,541 34,761 0.54% 0.39% 690 +25,104 52.92% Q1 2026 May 11, 2026
RBO & CO LLC History Reduced 64,789 34,634 5.59% 5.97% 691 -2,397 -3.57% Q1 2026 May 14, 2026
Diversified Trust Co History Added to 67,745 34,616 0.64% 0.66% 692 +786 1.17% Q1 2026 Apr 16, 2026
Lee Financial Co History Reduced 70,684 34,589 4.88% 5.22% 693 -4,794 -6.35% Q1 2026 Apr 13, 2026
Keystone Financial Group History Added to 46,801 34,545 2.36% 2.64% 694 +1,181 2.59% Q1 2026 May 13, 2026
PECAUT & CO. History Reduced 57,111 34,544 11.22% 11.89% 695 -1,178 -2.02% Q1 2026 May 11, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History Reduced 71,628 34,324 6.31% 6.23% 696 -718 -0.99% Q1 2026 May 12, 2026
BRAUN STACEY ASSOCIATES INC History Reduced 71,622 34,321 1.14% 1.19% 697 -1,167 -1.6% Q1 2026 Apr 22, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 65,464 34,240 3.27% 3.41% 698 -312 -0.47% Q1 2026 Apr 23, 2026
WealthPlan Investment Management, LLC History Reduced 51,886 34,193 1.9% 2.3% 699 -298 -0.57% Q1 2026 Apr 29, 2026
D'Orazio & Associates, Inc. History Reduced 71,042 34,043 4.41% 4.64% 700 -1,256 -1.74% Q1 2026 May 07, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 60,504 34,017 2.18% 2.44% 701 -2,172 -3.47% Q1 2026 Apr 16, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 70,821 33,937 0.44% 0.47% 702 +7,480 11.81% Q1 2026 May 12, 2026
Callan Family Office, LLC History Reduced 62,393 33,487 0.76% 0.78% 704 -2,395 -3.7% Q1 2026 May 13, 2026
Live Oak Private Wealth LLC History Reduced 65,389 33,487 4.67% 4.79% 703 -91 -0.14% Q1 2026 Apr 20, 2026
Geneos Wealth Management Inc. History Added to 69,875 33,484 0.78% 0.85% 705 +734 1.06% Q1 2026 May 04, 2026
Avalon Trust Co History Reduced 69,810 33,452 2.3% 2.28% 706 -218 -0.31% Q1 2026 May 06, 2026
Granite FO LLC History No change 20,313 33,416 19.77% 18.72% 707 0 0.0% Q1 2026 May 12, 2026
WealthPLAN Partners, LLC History Reduced 66,605 33,352 6.44% 5.53% 708 -4,089 -5.78% Q1 2026 Apr 29, 2026
Vise Technologies, Inc. History No change 66,274 33,312 0.65% 0.65% 709 0 0.0% Q1 2026 Apr 21, 2026
Allen Investment Management, LLC History Reduced 54,476 33,281 0.41% 0.49% 710 -18,365 -25.21% Q1 2026 May 07, 2026
Argent Trust Co History Added to 48,415 33,247 1.13% 1.19% 711 +470 0.98% Q1 2026 May 13, 2026
London & Capital Asset Management Ltd History Added to 69,137 33,138 0.36% 0.34% 712 +3,406 5.18% Q1 2026 May 15, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 62,878 33,001 0.97% 1.02% 713 -2,307 -3.54% Q1 2026 May 11, 2026
Metis Global Partners, LLC History Reduced 68,853 32,994 0.81% 0.84% 714 -1,590 -2.26% Q1 2026 May 07, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 68,473 32,812 2.48% 2.16% 715 +15,091 28.27% Q1 2026 Apr 30, 2026
ALLEN OPERATIONS LLC History No change 6,947 32,753 4.89% 4.31% 716 0 0.0% Q1 2026 May 07, 2026
Advisory Services Network, LLC History Added to 67,920 32,547 0.43% 0.46% 717 +3,590 5.58% Q1 2026 May 15, 2026
White Pine Investment CO History Reduced 67,916 32,545 7.56% 8.2% 718 -1,359 -1.96% Q1 2026 Apr 20, 2026
Bradyco, Inc. History New 57,134 32,402 25.1% 719 +57,134 New Q1 2026 May 12, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 64,529 32,357 1.57% 1.65% 720 -623 -0.96% Q1 2026 May 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 52,477 32,323 1.66% 1.83% 721 -1,516 -2.81% Q1 2026 Apr 15, 2026
NOMURA HOLDINGS INC History Added to 67,439 32,316 0.09% 0.04% 722 +2,542 3.92% Q1 2026 May 15, 2026
Dakota Wealth Management History Reduced 65,873 32,284 0.7% 0.65% 723 -5,617 -7.86% Q1 2026 May 07, 2026
Constant Guidance Financial LLC History Reduced 67,337 32,267 22.31% 25.5% 724 -4,775 -6.62% Q1 2026 May 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 64,209 32,204 2.53% 2.63% 725 -172,792 -72.91% Q1 2026 Apr 23, 2026
Trilogy Capital Inc. History Reduced 67,060 32,135 1.42% 1.96% 726 -19,995 -22.97% Q1 2026 Apr 21, 2026
POSTROCK PARTNERS LLC History No change 1,025 32,068 14.84% 14.64% 727 0 0.0% Q1 2026 May 06, 2026
Mill Creek Capital Advisors, LLC History Added to 24,959 32,054 0.66% 0.62% 728 +3,303 15.25% Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 63,038 31,643 1.65% 1.84% 729 -483 -0.76% Q1 2026 May 07, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 49,525 31,626 0.55% 0.6% 730 +793 1.63% Q1 2026 Apr 20, 2026
Global Frontier Investments LLC History No change 44 31,598 7.22% 6.56% 731 0 0.0% Q1 2026 May 15, 2026
GREENWOOD GEARHART LLC History Added to 65,853 31,556 1.71% 1.74% 732 +3,105 4.95% Q1 2026 May 06, 2026
OSLO PENSJONSFORSIKRING AS History New 5,853 31,511 4.9% 733 +5,853 New Q1 2026 May 08, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 65,757 31,510 0.9% 0.7% 734 +17,437 36.09% Q1 2026 May 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 64,226 31,494 0.12% 0.04% 735 +39,335 158.03% Q1 2026 May 08, 2026
Callahan Advisors, LLC History Added to 59,693 31,475 2.63% 2.7% 736 +425 0.72% Q1 2026 May 12, 2026
Unconventional Investor, LLC History Reduced 55,090 31,422 14.92% 15.75% 737 -397 -0.72% Q1 2026 May 18, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 65,553 31,412 0.45% 0.47% 738 -328 -0.5% Q1 2026 May 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 53,558 31,406 0.68% 0.64% 739 +8,223 18.14% Q1 2026 May 14, 2026
Perigon Wealth Management, LLC History Reduced 62,460 31,366 0.57% 0.59% 740 -231 -0.37% Q1 2026 Apr 10, 2026
Osmosis Investment Management UK Ltd History Reduced 65,223 31,254 0.84% 0.86% 741 -2,422 -3.58% Q1 2026 May 14, 2026
Sierra Capital LLC History Reduced 47,249 31,254 3.41% 3.57% 742 -1,815 -3.7% Q1 2026 May 15, 2026
Generate Investment Management Ltd History Reduced 65,045 31,169 1.54% 1.91% 743 -18,037 -21.71% Q1 2026 Apr 16, 2026
OneDigital Investment Advisors LLC History Reduced 63,219 31,012 0.3% 0.33% 744 -1,675 -2.58% Q1 2026 May 08, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Reduced 64,529 30,922 1.48% 1.57% 745 -3,836 -5.61% Q1 2026 May 11, 2026
Private Wealth Asset Management, LLC History Added to 32,955 30,862 3.3% 3.41% 746 +525 1.62% Q1 2026 May 06, 2026
Focus Partners Advisor Solutions, LLC History Added to 56,873 30,837 0.31% 0.37% 747 +2,637 4.86% Q1 2026 May 13, 2026
BOSTON FAMILY OFFICE LLC History Reduced 56,639 30,730 2.04% 2.17% 748 -3,918 -6.47% Q1 2026 May 13, 2026
71 West Capital Partners History Added to 54,982 30,653 1.35% 1.37% 749 +4,902 9.79% Q1 2026 May 06, 2026
Union Bancaire Privee, UBP SA History Reduced 66,875 30,533 0.42% 0.59% 750 -32,549 -32.74% Q1 2026 Apr 22, 2026
Evernest Financial Advisors, LLC History No change 64,461 30,477 6.33% 6.73% 751 0 0.0% Q1 2026 May 04, 2026
BISLETT MANAGEMENT, LLC History No change 11,035 30,406 23.46% 24.23% 752 0 0.0% Q1 2026 May 11, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 63,357 30,360 0.43% 0.47% 753 -5,306 -7.73% Q1 2026 May 22, 2026
Capital Investment Advisors, LLC History Reduced 61,760 30,313 0.44% 0.49% 754 -1,163 -1.85% Q1 2026 Apr 17, 2026
BARLOW WEALTH PARTNERS, LLC History Added to 56,332 30,289 3.37% 2.56% 755 +16,234 40.49% Q1 2026 Apr 21, 2026
PROFESSIONAL ADVISORY SERVICES INC History Added to 61,681 30,228 4.17% 3.87% 756 +3,729 6.43% Q1 2026 Apr 15, 2026
Sowell Financial Services LLC History Added to 59,760 30,072 1.11% 1.14% 757 +1,264 2.16% Q1 2026 Apr 20, 2026
FJ Investments, LLC History No change 62,288 29,848 1.95% 1.98% 758 0 0.0% Q1 2026 May 13, 2026
Compound Planning, Inc. History Reduced 62,229 29,819 0.91% 0.93% 759 -933 -1.48% Q1 2026 May 14, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 52,979 29,693 0.93% 0.98% 760 +1,083 2.09% Q1 2026 May 11, 2026
Pinnacle Bancorp, Inc. History Reduced 15,496 29,673 8.76% 9.15% 761 -58 -0.37% Q1 2026 Apr 22, 2026
Circle Wealth Management, LLC History Added to 18,478 29,666 0.42% 0.47% 762 +1,197 6.93% Q1 2026 May 11, 2026
BAHL & GAYNOR INC History Added to 46,785 29,595 0.15% 0.15% 763 +1,647 3.65% Q1 2026 May 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 61,684 29,558 0.21% 0.14% 764 +24,007 63.72% Q1 2026 Apr 14, 2026
Ascentis Wealth Management, LLC History Added to 28,514 29,452 5.8% 7.15% 765 +991 3.6% Q1 2026 Apr 28, 2026
ALTA CAPITAL MANAGEMENT LLC/ History Reduced 59,890 29,416 2.28% 2.23% 766 -5,095 -7.84% Q1 2026 May 08, 2026
Chicago Capital, LLC History Added to 56,880 29,409 0.79% 0.76% 767 +64 0.11% Q1 2026 Apr 23, 2026
Clarity Financial LLC History Reduced 61,019 29,240 3.18% 3.64% 768 -17,196 -21.99% Q1 2026 May 01, 2026
Valmark Advisers, Inc. History Added to 60,862 29,165 0.35% 0.37% 769 +1,321 2.22% Q1 2026 May 01, 2026
PDS Planning, Inc History Added to 30,761 29,093 1.92% 1.98% 770 +1,769 6.1% Q1 2026 Apr 21, 2026
Clear Harbor Asset Management, LLC History Added to 60,672 29,074 2.01% 2.0% 771 +1,773 3.01% Q1 2026 May 05, 2026
NICOLET ADVISORY SERVICES, LLC History No change 58,069 28,957 1.95% 1.95% 772 0 0.0% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Added to 54,418 28,947 0.77% 0.76% 773 +1,843 3.51% Q1 2026 May 14, 2026
Front Street Capital Management, Inc. History Reduced 60,142 28,820 3.82% 4.77% 774 -6,755 -10.1% Q1 2026 May 21, 2026
True North Advisors, LLC History Reduced 57,142 28,817 3.28% 5.32% 775 -21,653 -27.48% Q1 2026 May 07, 2026
ROBERTS GLORE & CO INC /IL/ History Reduced 51,080 28,783 7.91% 8.11% 776 -452 -0.88% Q1 2026 May 04, 2026
MAR VISTA INVESTMENT PARTNERS LLC History Added to 60,059 28,780 2.88% 2.76% 777 +157 0.26% Q1 2026 May 12, 2026
Focus Financial Network, Inc. History Reduced 59,767 28,640 1.03% 1.17% 778 -6,932 -10.39% Q1 2026 Apr 14, 2026
Poehling Capital Management, INC. History Added to 59,707 28,611 6.02% 6.05% 779 +861 1.46% Q1 2026 Apr 21, 2026
QUADRANT CAPITAL GROUP LLC History Added to 56,656 28,584 0.85% 0.86% 780 +2,975 5.54% Q1 2026 May 13, 2026
LexAurum Advisors, LLC History New 29,382 28,433 3.69% 781 +29,382 New Q1 2026 Apr 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 57,787 28,409 3.89% 0.35% 782 +54,510 1663.41% Q1 2026 Apr 24, 2026
NICHOLS & PRATT ADVISERS LLP /MA History Reduced 59,238 28,386 1.83% 1.93% 783 -2,297 -3.73% Q1 2026 Apr 29, 2026
WEIK CAPITAL MANAGEMENT History Reduced 41,141 28,326 11.27% 11.25% 784 -595 -1.43% Q1 2026 May 12, 2026
GHP Investment Advisors, Inc. History Added to 55,856 28,201 1.16% 1.2% 785 +947 1.72% Q1 2026 Apr 21, 2026
WASHINGTON TRUST Co History Reduced 25,844 28,172 0.95% 0.98% 786 -747 -2.81% Q1 2026 Apr 06, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 58,676 28,117 0.43% 0.34% 787 +85 0.15% Q1 2026 May 08, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Added to 42,338 28,092 3.52% 3.92% 788 +408 0.97% Q1 2026 Apr 16, 2026
Smithfield Trust Co History Added to 28,592 28,052 1.22% 1.32% 789 +850 3.06% Q1 2026 May 08, 2026
BLB&B Advisors, LLC History Reduced 56,799 27,935 1.15% 1.28% 790 -2,582 -4.35% Q1 2026 Apr 28, 2026
Beaumont Financial Advisors, LLC History Reduced 56,696 27,886 1.92% 1.94% 791 -532 -0.93% Q1 2026 May 05, 2026
Global Retirement Partners, LLC History No change 55,340 27,816 0.49% 0.49% 792 0 0.0% Q4 2025 Feb 06, 2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE History Added to 45,780 27,679 8.07% 8.51% 793 +873 1.94% Q1 2026 Apr 22, 2026
RMR Capital Management, LLC History Reduced 50,147 27,618 19.95% 20.86% 794 -30 -0.06% Q1 2026 May 20, 2026
Violich Capital Management, Inc. History Reduced 57,606 27,604 3.23% 3.26% 795 -600 -1.03% Q1 2026 Apr 08, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 57,570 27,587 2.3% 2.18% 796 +3,077 5.65% Q1 2026 May 05, 2026
United Community Bank History Reduced 57,373 27,493 9.17% 10.93% 797 -143 -0.25% Q1 2026 Apr 24, 2026
Westchester Capital Management, Inc. History Added to 57,299 27,457 5.53% 5.91% 798 +394 0.69% Q1 2026 May 06, 2026
Atria Investments, Inc History Added to 49,800 27,452 0.31% 0.31% 799 +3,758 8.16% Q1 2026 May 05, 2026
Stephenson & Company, Inc. History Added to 54,288 27,450 14.88% 15.32% 800 +1,789 3.41% Q1 2026 May 12, 2026
GC Wealth Management RIA, LLC History Reduced 39,291 27,440 1.14% 1.02% 801 -739 -1.85% Q1 2026 May 14, 2026
SUMMITRY LLC History Added to 55,638 27,379 0.97% 0.23% 802 +46,243 492.21% Q1 2026 May 22, 2026
HENNESSY ADVISORS INC History Added to 3,036 27,290 0.99% 0.94% 803 +3 0.1% Q1 2026 Apr 21, 2026
Jefferies Financial Group Inc. History Reduced 56,823 27,229 0.19% 0.47% 804 -125,314 -68.8% Q1 2026 May 07, 2026
General Partner, Inc. History Reduced 7,390 27,224 16.58% 16.42% 805 -700 -8.65% Q1 2026 Apr 08, 2026
Apella Capital, LLC History Added to 42,149 27,113 0.4% 0.44% 806 +12,899 44.1% Q1 2026 Apr 20, 2026
OSTRUM ASSET MANAGEMENT History Reduced 56,330 26,993 1.52% 1.77% 807 -16,909 -23.09% Q1 2026 May 14, 2026
Fiduciary Group, LLC History Reduced 53,319 26,985 2.3% 2.39% 808 -179 -0.33% Q1 2026 May 11, 2026
IFP Advisors, Inc History Added to 53,079 26,870 0.56% 0.6% 809 +3,180 6.37% Q1 2026 Apr 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 55,901 26,787 1.7% 1.74% 810 -285 -0.51% Q1 2026 May 14, 2026
NorthRock Partners, LLC History Added to 42,292 26,725 0.43% 0.43% 811 +361 0.86% Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 51,257 26,715 0.85% 0.9% 812 +3,195 6.65% Q1 2026 May 15, 2026
Cornerstone Advisory, LLC History Added to 54,203 26,691 2.53% 2.66% 813 +227 0.42% Q1 2026 May 04, 2026
Ashton Thomas Private Wealth, LLC History Reduced 54,130 26,656 0.63% 0.71% 814 -578 -1.06% Q1 2026 May 11, 2026
Purkiss Capital Advisors LLC History Added to 55,551 26,620 11.7% 13.02% 815 +298 0.54% Q1 2026 May 04, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 55,306 26,502 0.58% 0.63% 816 -8,553 -13.39% Q1 2026 May 15, 2026
CABOT WEALTH MANAGEMENT INC History Added to 55,068 26,388 3.03% 3.06% 817 +34 0.06% Q1 2026 Apr 24, 2026
BENJAMIN EDWARDS INC History Added to 44,480 26,338 0.26% 0.29% 818 +560 1.28% Q1 2026 May 12, 2026
Shelter Mutual Insurance Co History No change 3,508 26,081 5.8% 6.11% 819 0 0.0% Q1 2026 Apr 29, 2026
MATHER GROUP, LLC. History Added to 33,379 26,042 0.26% 0.28% 820 +13 0.04% Q1 2026 Apr 13, 2026
Marex Group plc History Reduced 18,368 26,025 0.16% 1.03% 821 -269,627 -93.62% Q1 2026 May 13, 2026
Evelyn Partners Investment Management Services Ltd History Added to 54,266 26,004 3.06% 3.13% 822 +4,608 9.28% Q1 2026 May 15, 2026
Fisher Funds Management LTD History Reduced 54,037 25,889 0.76% 0.84% 823 -10,748 -16.59% Q1 2026 Apr 16, 2026
Hardy Reed LLC History No change 36 25,853 1.89% 1.94% 824 0 0.0% Q1 2026 Apr 28, 2026
Truvestments Capital LLC History Reduced 53,932 25,844 4.66% 5.17% 825 -2,632 -4.65% Q1 2026 May 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 53,883 25,821 0.45% 0.44% 826 +1,451 2.77% Q1 2026 May 11, 2026
BCV Asset Management Inc. History Reduced 52,079 25,671 0.88% 0.71% 827 -2,656 -4.85% Q1 2026 May 08, 2026
PRINCIPAL SECURITIES, INC. History Added to 53,557 25,664 0.38% 0.38% 828 +4,355 8.85% Q1 2026 May 13, 2026
Ethic Inc. History Added to 53,522 25,647 0.4% 0.4% 829 +1,757 3.39% Q1 2026 Apr 27, 2026
FAIRHOLME CAPITAL MANAGEMENT LLC History Added to 50,454 25,612 1.69% 1.74% 830 +2,441 5.08% Q1 2026 May 15, 2026
North Dakota State Investment Board History Reduced 53,446 25,611 1.11% 1.18% 831 -9,819 -15.52% Q1 2026 May 08, 2026
Progeny 3, Inc. History No change 53,239 25,512 1.36% 1.44% 832 0 0.0% Q1 2026 May 15, 2026
K.J. Harrison & Partners Inc History Added to 28,924 25,342 4.17% 3.54% 833 +7 0.02% Q1 2026 Apr 28, 2026
Peak Planning Group, LLC History Added to 52,867 25,333 7.02% 7.4% 834 +387 0.74% Q1 2026 Apr 22, 2026
Trajan Wealth LLC History Reduced 52,839 25,320 1.02% 1.41% 835 -14,276 -21.27% Q1 2026 May 13, 2026
one8zero8, LLC History Added to 44,759 25,036 5.58% 5.72% 836 +67 0.15% Q1 2026 May 07, 2026
Ballentine Partners, LLC History Added to 44,597 24,959 0.35% 0.37% 837 +250 0.56% Q1 2026 May 14, 2026
Venture Visionary Partners LLC History Reduced 38,569 24,941 0.83% 0.87% 838 -718 -1.83% Q1 2026 May 14, 2026
FIRST NATIONAL TRUST CO History Reduced 50,534 24,933 0.85% 0.97% 839 -6,129 -10.82% Q1 2026 May 07, 2026
Pflug Koory, LLC History Added to 20,351 24,823 11.37% 12.13% 840 +162 0.8% Q1 2026 Apr 21, 2026
Elo Mutual Pension Insurance Co History Reduced 51,495 24,676 0.41% 0.58% 842 -23,556 -31.39% Q1 2026 May 11, 2026
PIONEER TRUST BANK N A/OR History Added to 51,495 24,676 5.99% 5.9% 841 +872 1.72% Q1 2026 Apr 28, 2026
Georgetown University History No change 51,454 24,656 11.16% 10.3% 843 0 0.0% Q1 2026 May 11, 2026
HENDLEY & CO INC History Reduced 51,441 24,651 9.12% 9.26% 844 -90 -0.17% Q1 2026 Apr 17, 2026
WESBANCO BANK INC History Added to 45,168 24,515 0.68% 0.51% 845 +14,202 45.86% Q1 2026 Apr 21, 2026
Foster Group, Inc. History Added to 24,194 24,511 0.73% 0.73% 846 +1,623 7.19% Q1 2026 Apr 13, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 51,128 24,500 1.38% 1.46% 847 +26,785 110.03% Q1 2026 Apr 22, 2026
WEDBUSH SECURITIES INC History Reduced 50,932 24,407 0.71% 0.76% 848 -772 -1.49% Q1 2026 Apr 21, 2026
Walleye Capital LLC History Reduced 100,614 24,397 0.1% 0.37% 849 -137,137 -57.68% Q1 2026 May 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 50,885 24,384 0.49% 0.51% 850 +2,370 4.89% Q1 2026 May 15, 2026
EAGLE CAPITAL MANAGEMENT LLC History No change 50,820 24,352 0.08% 0.08% 851 0 0.0% Q1 2026 May 15, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 50,787 24,337 6.43% 6.72% 852 +2,747 5.72% Q1 2026 Apr 15, 2026
Hunter Perkins Capital Management, LLC History Reduced 50,783 24,335 5.71% 7.05% 853 -826 -1.6% Q1 2026 May 12, 2026
Saudi Central Bank History Added to 50,772 24,329 0.51% 0.01% 854 +50,202 8807.37% Q1 2026 May 15, 2026
MUFG SECURITIES AMERICAS INC. History Added to 50,730 24,309 1.57% 1.55% 855 +1,329 2.69% Q1 2026 May 11, 2026
Riverview Capital Advisers, LLC History Added to 50,712 24,301 8.11% 7.66% 856 +337 0.67% Q1 2026 May 13, 2026
Empirical Finance, LLC History Added to 50,121 24,017 1.13% 1.2% 857 +250 0.5% Q1 2026 May 14, 2026
Lazard Freres Gestion S.A.S. History Reduced 39,474 23,938 0.47% 0.66% 858 -11,337 -22.31% Q1 2026 May 07, 2026
EFG International AG History Reduced 39,473 23,931 0.51% 0.5% 859 -1,239 -3.04% Q1 2026 May 15, 2026
Farmers & Merchants Trust Co of Long Beach History Added to 31,936 23,915 5.62% 5.69% 860 +335 1.06% Q1 2026 Apr 16, 2026
Harbour Trust & Investment Management Co History Added to 46,868 23,894 2.53% 2.55% 861 +127 0.27% Q1 2026 Apr 28, 2026
Brookstone Capital Management History Reduced 34,816 23,860 0.27% 0.29% 862 -38 -0.11% Q1 2026 Apr 16, 2026
Suncoast Equity Management History Reduced 45,282 23,852 2.86% 2.62% 863 -1,821 -3.87% Q1 2026 May 08, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 49,747 23,838 0.94% 0.95% 864 -116 -0.23% Q1 2026 May 01, 2026
AR ASSET MANAGEMENT INC History Added to 22,740 23,815 4.6% 4.87% 865 +2,304 11.27% Q1 2026 May 13, 2026
Mirador Capital Partners LP History Added to 49,672 23,802 3.37% 3.42% 866 +82 0.17% Q1 2026 Apr 08, 2026
Solidarity Wealth, LLC History Added to 49,570 23,753 4.56% 4.78% 867 +3,088 6.64% Q1 2026 Apr 29, 2026
INTEGRITY ALLIANCE, LLC. History Added to 47,987 23,713 0.9% 0.9% 868 +611 1.29% Q1 2026 May 11, 2026
Perennial Advisors, LLC History No change 33 23,698 4.04% 4.18% 869 0 0.0% Q1 2026 Apr 13, 2026
Heirloom Wealth Management History Added to 49,446 23,694 4.27% 4.89% 870 +7,372 17.52% Q1 2026 Apr 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 49,379 23,662 0.23% 0.22% 871 +1,050 2.17% Q1 2026 May 08, 2026
GROUPAMA ASSET MANAGMENT History Reduced 49,303 23,625 0.35% 0.42% 872 -7,426 -13.09% Q1 2026 May 22, 2026
ABN AMRO Bank N.V. History Reduced 48,933 23,622 0.25% 0.54% 873 -65,625 -57.29% Q1 2026 Apr 22, 2026
OpenArc Corporate Advisory, LLC History Added to 40,250 23,593 0.34% 0.3% 874 +5,881 17.11% Q1 2026 May 11, 2026
UNION SAVINGS BANK History No change 1,275 23,576 10.33% 10.73% 875 0 0.0% Q1 2026 Apr 17, 2026
MGO ONE SEVEN LLC History Reduced 41,709 23,575 0.47% 0.51% 876 -566 -1.34% Q1 2026 May 14, 2026
Sculati Wealth Management, LLC History Reduced 49,185 23,569 8.7% 8.73% 877 -82 -0.17% Q1 2026 Apr 09, 2026
Fiduciary Alliance LLC History Reduced 49,701 23,562 1.42% 1.86% 878 -7,001 -12.35% Q1 2026 Apr 20, 2026
CenterBook Partners LP History Added to 49,122 23,539 1.26% 1.19% 879 +748 1.55% Q1 2026 May 05, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 48,979 23,470 0.13% 0.1% 880 +24,748 102.13% Q1 2026 May 12, 2026
Kingsview Wealth Management, LLC History Added to 47,432 23,447 0.32% 0.33% 881 +3,095 6.98% Q1 2026 May 12, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 18,821 23,372 2.83% 3.11% 882 -177 -0.93% Q1 2026 Apr 08, 2026
FRANKLIN STREET ADVISORS INC /NC History Reduced 48,598 23,287 1.43% 1.44% 883 -1,440 -2.88% Q1 2026 Apr 10, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 48,539 23,259 1.58% 1.58% 884 0 0.0% Q1 2026 May 19, 2026
FIDUCIENT ADVISORS LLC History Added to 45,356 23,169 3.03% 3.01% 885 +1,599 3.65% Q1 2026 May 08, 2026
Pallas Capital Advisors LLC History Reduced 46,840 23,163 0.87% 0.85% 886 -2,952 -5.93% Q1 2026 Apr 21, 2026
WP Advisors, LLC History Reduced 48,317 23,153 5.99% 6.1% 887 -410 -0.84% Q1 2026 May 04, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 48,275 23,133 0.83% 0.81% 888 +1,683 3.61% Q1 2026 May 13, 2026
Ridgewood Investments LLC History New 48,100 23,049 9.43% 889 +48,100 New Q1 2026 Apr 03, 2026
BEACON FINANCIAL GROUP History Added to 47,993 22,998 2.29% 2.36% 890 +752 1.59% Q1 2026 Apr 30, 2026
QVT Financial LP History No change 47,946 22,975 1.68% 2.07% 891 0 0.0% Q1 2026 May 15, 2026
Quadrature Capital Ltd History Reduced 47,790 22,900 0.27% 0.53% 892 -56,059 -53.98% Q1 2026 May 15, 2026
J. L. Bainbridge & Co., Inc. History Reduced 47,746 22,879 2.04% 2.02% 893 -2,058 -4.13% Q1 2026 Apr 22, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 47,686 22,851 0.46% 0.02% 894 +45,501 2082.43% Q1 2026 May 11, 2026
BigSur Wealth Management LLC History Reduced 11,708 22,834 6.41% 7.42% 895 -2,607 -18.21% Q1 2026 Apr 22, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 47,608 22,813 1.81% 1.87% 896 -2,157 -4.33% Q1 2026 Apr 17, 2026
ALLIANZ SE History Reduced 47,287 22,659 0.25% 0.44% 897 -20,621 -30.37% Q1 2026 May 11, 2026
NEVILLE RODIE & SHAW INC History Reduced 44,230 22,630 1.64% 1.75% 898 -1,989 -4.3% Q1 2026 Apr 01, 2026
NORRIS PERNE & FRENCH LLP/MI History Reduced 47,148 22,593 1.51% 3.06% 899 -45,058 -48.87% Q1 2026 Apr 22, 2026
SATOVSKY ASSET MANAGEMENT LLC History Added to 47,099 22,569 3.98% 4.55% 900 +371 0.79% Q1 2026 May 14, 2026
Modera Wealth Management, LLC History Reduced 39,581 22,555 0.27% 0.75% 901 -56,988 -59.01% Q1 2026 May 06, 2026
YCG, LLC History Reduced 45,461 22,502 2.04% 1.97% 902 -3,467 -7.09% Q1 2026 May 14, 2026
Seven Post Investment Office LP History Added to 15,323 22,413 7.24% 0.76% 903 +11,074 260.63% Q1 2026 May 13, 2026
Presidio Capital Management, LLC History Added to 46,679 22,368 6.5% 6.79% 904 +1,739 3.87% Q1 2026 Apr 08, 2026
Essex Financial Services, Inc. History Reduced 33,114 22,327 1.25% 1.35% 905 -468 -1.39% Q1 2026 Apr 24, 2026
Wedmont Private Capital History Added to 37,387 22,256 0.72% 0.82% 906 +430 1.16% Q1 2026 Apr 09, 2026
Prosperity Consulting Group, LLC History Added to 38,944 22,250 0.99% 1.05% 907 +101 0.26% Q1 2026 May 05, 2026
Canada Post Corp Registered Pension Plan History Reduced 46,090 22,086 0.88% 0.93% 908 -2,457 -5.06% Q1 2026 May 12, 2026
Borer Denton & Associates, Inc. History Reduced 45,975 22,031 7.86% 7.84% 909 -311 -0.67% Q1 2026 May 12, 2026
RB Capital Management, LLC History Added to 45,898 21,994 4.67% 4.57% 910 +151 0.33% Q1 2026 May 14, 2026
Hudson Value Partners, LLC History Added to 45,873 21,982 6.56% 6.64% 911 +1,576 3.56% Q1 2026 Apr 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 45,808 21,951 1.31% 1.35% 912 +527 1.16% Q1 2026 May 12, 2026
Sand Hill Global Advisors, LLC History Added to 20,322 21,938 0.74% 0.81% 913 +1,254 6.58% Q1 2026 May 14, 2026
RPg Family Wealth Advisory, LLC History Added to 45,744 21,920 4.57% 1.34% 914 +33,581 276.09% Q1 2026 May 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 45,715 21,906 0.33% 0.31% 915 +3,266 7.69% Q1 2026 May 01, 2026
Unison Asset Management LLC History Added to 45,570 21,837 9.98% 10.04% 916 +965 2.16% Q1 2026 Apr 28, 2026
Generali Asset Management SPA SGR History Reduced 45,401 21,756 0.45% 0.62% 917 -15,138 -25.01% Q1 2026 May 05, 2026
Spinnaker Investment Group, LLC History Added to 10,937 21,747 4.43% 5.02% 918 +5,403 97.63% Q1 2026 Apr 08, 2026
ACCOUNT MANAGEMENT LLC History Reduced 45,314 21,714 23.79% 24.66% 919 -400 -0.88% Q1 2026 May 01, 2026
Lombard Odier Asset Management (Switzerland) SA History Added to 45,213 21,666 0.82% 0.94% 920 +1,080 2.45% Q1 2026 May 15, 2026
CapWealth Advisors, LLC History Reduced 42,149 21,633 1.61% 2.82% 921 -36,694 -46.54% Q1 2026 May 05, 2026
Summit Asset Management, LLC History Reduced 37,588 21,600 3.0% 3.21% 922 -19 -0.05% Q1 2026 May 08, 2026
BTG Pactual Asset Management US LLC History Reduced 44,995 21,561 1.87% 2.35% 923 -3,010 -6.27% Q1 2026 May 14, 2026
7G CAPITAL MANAGEMENT, LLC History No change 30 21,544 12.81% 14.08% 924 0 0.0% Q1 2026 May 21, 2026
Rehmann Capital Advisory Group History Reduced 43,383 21,507 1.12% 1.19% 925 -478 -1.09% Q1 2026 May 15, 2026
Financial Engines Advisors L.L.C. History Reduced 25,336 21,470 0.04% 0.04% 926 -1,082 -4.1% Q1 2026 May 14, 2026
CIM, LLC History Reduced 44,776 21,456 3.1% 3.14% 927 -2,804 -5.89% Q1 2026 May 18, 2026
Wills Financial Group LLC History Reduced 44,072 21,397 8.06% 8.64% 928 -900 -2.0% Q1 2026 May 14, 2026
U.S. Capital Wealth Advisors, LLC History Added to 44,613 21,378 0.54% 0.55% 929 +2,686 6.41% Q1 2026 Apr 07, 2026
Tennessee Valley Asset Management Partners History Reduced 44,609 21,376 2.82% 2.92% 930 -270 -0.6% Q1 2026 Apr 27, 2026
White Knight Strategic Wealth Advisors, LLC History Reduced 44,594 21,369 18.0% 16.61% 931 -570 -1.26% Q1 2026 May 15, 2026
Ramsay, Stattman, Vela & Price, Inc. History Reduced 44,587 21,366 4.22% 4.32% 932 -3,148 -6.59% Q1 2026 Apr 30, 2026
Hingham Institution for Savings History No change 41,452 21,299 18.82% 18.31% 933 0 0.0% Q1 2026 Apr 14, 2026
NBT BANK N A /NY History Added to 36,927 21,283 1.39% 1.45% 934 +1,769 5.03% Q1 2026 Apr 28, 2026
CreativeOne Wealth, LLC History Added to 38,279 21,213 0.49% 0.52% 935 +1,265 3.42% Q1 2026 May 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 36,737 21,192 0.26% 0.29% 936 -713 -1.9% Q1 2026 May 11, 2026
ALLIUM FINANCIAL ADVISORS, LLC History Added to 2,267 21,180 16.98% 17.6% 937 +102 4.71% Q1 2026 May 07, 2026
Buckley Wealth Management, LLC History Added to 44,105 21,136 5.39% 5.64% 938 +1,764 4.17% Q1 2026 May 13, 2026
HBK INVESTMENTS L P History New 44,079 21,122 0.21% 939 +44,079 New Q1 2026 May 15, 2026
Savvy Advisors, Inc. History Added to 43,988 21,079 0.56% 0.6% 940 +564 1.3% Q1 2026 May 11, 2026
NWAM LLC History Added to 42,438 21,054 1.21% 1.2% 941 +99 0.23% Q1 2026 May 04, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 37,696 20,934 0.36% 0.39% 942 +39 0.1% Q1 2026 May 04, 2026
Center for Financial Planning, Inc. History Reduced 15,133 20,887 2.18% 2.29% 943 -188 -1.23% Q1 2026 May 04, 2026
Silverleafe Capital Partners, LLC History Added to 1,475 20,801 6.14% 6.48% 944 +37 2.57% Q1 2026 Apr 02, 2026
Gladstone Institutional Advisory LLC History Added to 35,860 20,772 0.77% 0.82% 945 +43 0.12% Q1 2026 May 14, 2026
Fifth Third Wealth Advisors LLC History Added to 43,197 20,700 0.7% 0.68% 946 +4,741 12.33% Q1 2026 Apr 17, 2026
ABSHER WEALTH MANAGEMENT, LLC History Reduced 43,196 20,699 2.43% 2.61% 947 -647 -1.48% Q1 2026 May 04, 2026
Aldebaran Capital, LLC History Reduced 40,179 20,689 15.82% 19.47% 948 -10 -0.02% Q1 2026 May 07, 2026
XXEC, Inc. History Added to 42,125 20,671 3.62% 3.58% 949 +35,001 491.31% Q1 2026 Apr 23, 2026
BEACON FINANCIAL PLANNING, INC History Added to 43,093 20,650 8.0% 9.41% 950 +4,257 10.96% Q1 2026 Apr 22, 2026
AlTi Global, Inc. History Reduced 26,289 20,530 0.45% 0.48% 951 -4,908 -15.73% Q1 2026 May 07, 2026
Fisher Asset Management, LLC History Reduced 38,124 20,422 0.01% 0.01% 952 -73 -0.19% Q1 2026 May 05, 2026
EVOKE WEALTH, LLC History Reduced 30,620 20,414 0.37% 0.4% 953 -117 -0.38% Q1 2026 May 14, 2026
NorthCoast Asset Management LLC History Added to 37,963 20,345 0.47% 0.46% 954 +822 2.21% Q1 2026 May 13, 2026
Sandy Cove Advisors, LLC History Added to 42,428 20,331 6.09% 6.03% 955 +1,949 4.81% Q1 2026 May 05, 2026
1900 WEALTH MANAGEMENT LLC History Added to 30,438 20,327 1.31% 0.56% 956 +25,081 468.19% Q1 2026 Apr 17, 2026
MONTAG A & ASSOCIATES INC History Added to 25,906 20,308 0.94% 0.9% 957 +3,105 13.62% Q1 2026 Apr 29, 2026
Sunesis Advisors, LLC History Reduced 1,878 20,276 9.16% 8.05% 958 -469 -19.98% Q1 2026 May 14, 2026
Ameritas Advisory Services, LLC History Added to 40,704 20,223 0.78% 0.75% 959 +2,208 5.74% Q1 2026 May 12, 2026
Brooklyn Investment Group History Added to 42,187 20,215 0.63% 0.69% 960 +12,502 42.12% Q1 2026 Apr 29, 2026
Plan A Wealth LLC History Reduced 4,652 20,170 9.66% 11.9% 961 -207 -4.26% Q1 2026 May 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 42,039 20,145 0.65% 0.44% 962 +2,024 5.06% Q1 2026 Apr 29, 2026
Ally Financial Inc. History No change 42,000 20,126 2.5% 2.58% 963 0 0.0% Q1 2026 May 12, 2026
Cypress Capital Group History Added to 40,462 20,107 2.26% 2.35% 964 +158 0.39% Q1 2026 May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 41,931 20,093 0.01% 0.01% 965 -3,029 -6.74% Q1 2026 May 14, 2026
Trinity Financial Advisors LLC History Added to 41,925 20,090 5.72% 5.82% 966 +558 1.35% Q1 2026 Apr 07, 2026
SageGuard Financial Group, LLC History Reduced 37,315 20,034 3.1% 3.51% 967 -2,101 -5.33% Q1 2026 Apr 23, 2026
GAMMA Investing LLC History Added to 41,754 20,008 0.93% 0.95% 968 +3,951 10.45% Q1 2026 Apr 06, 2026
BURNS J W & CO INC/NY History Reduced 41,715 19,989 2.29% 2.34% 969 -262 -0.62% Q1 2026 Apr 17, 2026
Carter Financial Group, INC. History Reduced 41,710 19,987 12.36% 12.71% 970 -910 -2.14% Q1 2026 Apr 27, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Reduced 38,599 19,931 3.52% 4.31% 971 -1,055 -2.66% Q1 2026 Apr 28, 2026
BIRCH FINANCIAL GROUP, LLC History Reduced 11,579 19,901 11.62% 12.05% 972 -458 -3.8% Q1 2026 Apr 16, 2026
Wealthcare Advisory Partners LLC History Reduced 31,021 19,888 0.39% 0.42% 973 -1,514 -4.65% Q1 2026 Apr 14, 2026
Dynamic Advisor Solutions LLC History Added to 36,993 19,880 0.63% 0.66% 974 +839 2.32% Q1 2026 Apr 08, 2026
AlphaCore Capital LLC History Added to 38,455 19,863 0.47% 0.48% 975 +579 1.53% Q1 2026 May 15, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Added to 21,901 19,824 6.32% 6.42% 976 +67 0.31% Q1 2026 Apr 21, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 41,258 19,770 0.69% 0.68% 977 +3,393 8.96% Q1 2026 Apr 27, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 38,236 19,758 1.46% 1.45% 978 +622 1.65% Q1 2026 Apr 13, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History Added to 29,201 19,734 10.7% 8.85% 979 +2,317 8.62% Q1 2026 May 11, 2026
Vontobel Holding Ltd. History Reduced 39,652 19,718 0.07% 0.09% 980 -15,051 -27.51% Q1 2026 May 08, 2026
Townsend & Associates, Inc History Reduced 33,180 19,656 1.7% 3.1% 981 -28,316 -46.05% Q1 2026 Apr 28, 2026
Vest Financial, LLC History Added to 40,914 19,605 0.24% 0.06% 982 +31,441 331.9% Q1 2026 Apr 23, 2026
Titan Investment Solutions Ltd History Reduced 40,864 19,582 2.51% 2.53% 983 -979 -2.34% Q1 2026 May 12, 2026
Coleford Investment Management Ltd. History Added to 40,761 19,532 4.79% 4.95% 984 +316 0.78% Q1 2026 May 11, 2026
Hollow Brook Wealth Management LLC History Reduced 40,684 19,495 4.97% 5.33% 985 -287 -0.7% Q1 2026 May 13, 2026
Destiny Wealth Partners, LLC History No change 18,185 19,479 2.13% 2.26% 986 0 0.0% Q1 2026 May 11, 2026
ASHFORD CAPITAL MANAGEMENT INC History Added to 7,693 19,475 2.41% 2.25% 987 +600 8.46% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Reduced 40,538 19,425 0.03% 0.04% 988 -9,238 -18.56% Q1 2026 May 11, 2026
BANYAN CAPITAL MANAGEMENT, INC. History Reduced 40,461 19,388 8.35% 9.39% 989 -2,519 -5.86% Q1 2026 May 01, 2026
N.E.W. Advisory Services LLC History Added to 40,315 19,318 1.44% 1.48% 990 +374 0.94% Q1 2026 May 04, 2026
Joel Isaacson & Co., LLC History Reduced 34,167 19,243 0.64% 0.67% 991 -387 -1.12% Q1 2026 Apr 22, 2026
Edge Wealth Management LLC History Reduced 40,104 19,217 3.29% 3.6% 992 -515 -1.27% Q1 2026 Apr 20, 2026
ALBION FINANCIAL GROUP /UT History Reduced 38,347 19,093 1.23% 1.25% 993 -18 -0.05% Q1 2026 Apr 27, 2026
Sigma Planning Corp History Reduced 39,833 19,087 0.53% 0.62% 994 -4,731 -10.62% Q1 2026 May 04, 2026
VANTAGE WEALTH History No change 37,948 19,074 4.12% 4.12% 995 0 0.0% Q4 2025 Jan 14, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 36,668 18,990 0.21% 0.22% 996 +863 2.41% Q1 2026 Apr 29, 2026
HARBOUR INVESTMENTS, INC. History Added to 33,551 18,948 0.29% 0.21% 997 +13,242 65.2% Q1 2026 May 15, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Added to 38,034 18,943 0.21% 0.27% 998 +45 0.12% Q1 2026 May 15, 2026
Aviance Capital Partners, LLC History Added to 18,503 18,913 2.21% 2.28% 999 +125 0.68% Q1 2026 May 06, 2026
First National Advisers, LLC History Added to 15,396 18,860 2.76% 2.6% 1000 +1,810 13.32% Q1 2026 May 08, 2026
Financial Avengers, Inc. History Reduced 36,330 18,844 8.59% 8.27% 1002 -838 -2.25% Q1 2026 May 19, 2026
Cambridge Advisors Inc. History Reduced 16,860 18,844 3.66% 3.83% 1001 -659 -3.76% Q1 2026 Apr 16, 2026
SIMON QUICK ADVISORS, LLC History Reduced 18,186 18,761 0.86% 0.91% 1003 -3,701 -16.91% Q1 2026 May 06, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 37,627 18,748 0.42% 0.45% 1004 +322 0.86% Q1 2026 May 15, 2026
Financial Security Advisor, Inc. History Reduced 39,080 18,727 3.44% 3.98% 1005 -1,841 -4.5% Q1 2026 May 04, 2026
TLW Wealth Management, LLC History Reduced 39,078 18,726 10.97% 11.34% 1006 -31 -0.08% Q1 2026 May 01, 2026
Gibson Capital, LLC History Added to 7,538 18,682 3.48% 3.59% 1007 +113 1.52% Q1 2026 Apr 17, 2026
Zhang Financial LLC History Added to 26,965 18,662 0.65% 0.71% 1008 +1,024 3.95% Q1 2026 May 06, 2026
Koa Wealth Management, LLC History Reduced 38,818 18,601 13.45% 13.41% 1009 -50 -0.13% Q1 2026 Apr 29, 2026
Steele Capital Management, Inc. History Added to 38,769 18,578 0.77% 0.72% 1010 +5,544 16.69% Q1 2026 Apr 29, 2026
BRANDYWINE TRUST CO History Added to 5,796 18,565 3.36% 3.42% 1011 +30 0.52% Q1 2026 May 14, 2026
DF DENT & CO INC History Reduced 20,650 18,507 0.35% 0.3% 1012 -726 -3.4% Q1 2026 May 15, 2026
IHT Wealth Management, LLC History Reduced 37,115 18,503 0.43% 0.48% 1013 -532 -1.41% Q1 2026 May 15, 2026
Ascent Group, LLC History Reduced 38,560 18,478 0.64% 0.67% 1014 -699 -1.78% Q1 2026 May 15, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History Added to 38,554 18,475 1.07% 0.96% 1015 +3,645 10.44% Q1 2026 Apr 14, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 32,487 18,438 2.94% 3.03% 1016 +43 0.13% Q1 2026 May 15, 2026
Belpointe Asset Management LLC History Added to 35,457 18,426 0.67% 0.67% 1017 +1,521 4.48% Q1 2026 Apr 28, 2026
MUHLENKAMP & CO INC History Reduced 38,351 18,377 4.84% 5.19% 1018 -60 -0.16% Q1 2026 May 06, 2026
Plan Group Financial, LLC History Reduced 6,858 18,357 4.31% 4.93% 1019 -958 -12.26% Q1 2026 Apr 13, 2026
Naman Capital Ltda History Reduced 23,187 18,287 5.08% 6.53% 1020 -8,023 -25.71% Q1 2026 May 14, 2026
Northside Capital Management, LLC History Added to 27,503 18,203 1.6% 1.65% 1021 +334 1.23% Q1 2026 Apr 10, 2026
Blue Trust, Inc. History Reduced 28,990 18,197 0.21% 0.22% 1022 -801 -2.69% Q1 2026 Apr 20, 2026
Pekin Hardy Strauss, Inc. History Reduced 37,955 18,188 1.9% 1.88% 1023 -2,566 -6.33% Q1 2026 May 06, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 37,789 18,108 1.24% 1.38% 1024 -1,963 -4.94% Q1 2026 Apr 21, 2026
Manchester Capital Management LLC History Reduced 27,198 18,056 2.6% 2.61% 1025 -467 -1.69% Q1 2026 May 11, 2026
Guardian Financial Partners, LLC History Added to 7,642 18,015 7.6% 7.97% 1026 +40 0.53% Q1 2026 Apr 15, 2026
ARWA LLC History Added to 36,916 17,911 8.87% 9.99% 1027 +2,876 8.45% Q1 2026 Apr 13, 2026
Meeder Advisory Services, Inc. History Added to 35,828 17,886 0.75% 0.76% 1028 +2,022 5.98% Q1 2026 May 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 37,256 17,852 0.32% 0.34% 1029 +1,827 5.16% Q1 2026 May 11, 2026
Heron Bay Capital Management History Added to 35,653 17,802 1.64% 1.48% 1030 +21,677 155.1% Q1 2026 May 13, 2026
CORDA Investment Management, LLC. History Added to 29,637 17,790 1.23% 1.04% 1031 +7,123 31.64% Q1 2026 May 04, 2026
Waldron Private Wealth LLC History Added to 33,990 17,722 0.69% 0.72% 1032 +526 1.57% Q1 2026 Apr 10, 2026
Kemnay Advisory Services Inc. History Added to 36,867 17,666 2.84% 2.73% 1033 +829 2.3% Q1 2026 May 15, 2026
XML Financial, LLC History Reduced 33,837 17,650 1.42% 1.55% 1035 -868 -2.5% Q1 2026 Apr 16, 2026
Ameritas Investment Partners, Inc. History Reduced 27,847 17,650 0.54% 0.57% 1034 -133 -0.48% Q1 2026 May 13, 2026
BURNEY CO/ History Reduced 33,831 17,647 0.55% 0.74% 1036 -10,099 -22.99% Q1 2026 Apr 29, 2026
Kentucky Retirement Systems History Added to 148,613 17,620 1.29% 1.58% 1037 +32,811 28.33% Q1 2026 May 19, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 36,658 17,566 0.41% 0.33% 1038 +23,132 171.02% Q1 2026 Apr 27, 2026
Principle Wealth Partners LLC History Added to 27,446 17,458 1.0% 1.03% 1039 +29 0.11% Q1 2026 May 07, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 30,437 17,455 0.58% 0.57% 1040 -1,772 -5.5% Q1 2026 May 15, 2026
Hayek Kallen Investment Management History New 36,409 17,447 5.68% 1041 +36,409 New Q1 2026 May 15, 2026
VestGen Advisors, LLC History Added to 34,450 17,434 0.46% 0.66% 1042 +4,939 16.74% Q1 2026 May 14, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Reduced 25,887 17,428 10.45% 11.52% 1043 -4,032 -13.48% Q1 2026 May 01, 2026
Baader Bank Aktiengesellschaft History Reduced 2,711 17,371 1.36% 1.39% 1044 -3,398 -55.62% Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Reduced 36,009 17,255 0.45% 0.62% 1045 -15,227 -29.72% Q1 2026 May 15, 2026
CCM INVESTMENT ADVISERS LLC History Reduced 36,000 17,251 1.65% 1.74% 1046 -136 -0.38% Q1 2026 May 20, 2026
Archford Capital Strategies, LLC History Reduced 31,459 17,228 1.97% 2.12% 1047 -269 -0.85% Q1 2026 Apr 15, 2026
Gryphon Financial Partners LLC History Added to 28,448 17,220 1.76% 1.91% 1048 +406 1.45% Q1 2026 May 06, 2026
Robertson Stephens Wealth Management, LLC History Reduced 25,397 17,193 0.48% 0.48% 1049 -1,040 -3.93% Q1 2026 Apr 28, 2026
Fogel Capital Management, Inc. History Reduced 29,853 17,176 7.85% 8.37% 1050 -257 -0.85% Q1 2026 May 13, 2026
Rossmore Private Capital History Reduced 13,201 17,090 1.5% 1.67% 1051 -131 -0.98% Q1 2026 May 01, 2026
Anchor Investment Management, LLC History Reduced 35,648 17,082 1.43% 1.47% 1052 -288 -0.8% Q1 2026 May 01, 2026
Foster Victor Wealth Advisors, LLC History Added to 34,226 17,060 0.97% 0.97% 1053 +1,975 6.12% Q1 2026 Apr 20, 2026
OneAscent Financial Services LLC History Added to 35,577 17,048 0.92% 1.21% 1054 +9,353 35.67% Q1 2026 Apr 21, 2026
Canal Capital Management, LLC History Added to 29,492 17,003 2.3% 2.46% 1055 +1,058 3.72% Q1 2026 Apr 27, 2026
Bridgewater Advisors Inc. History Reduced 18,244 16,854 1.0% 1.1% 1056 -383 -2.06% Q1 2026 May 14, 2026
Kelman-Lazarov, Inc. History Reduced 32,126 16,830 2.41% 2.53% 1057 -134 -0.42% Q1 2026 Apr 27, 2026
SCS Capital Management LLC History Reduced 24,627 16,824 0.18% 0.2% 1058 -1,584 -6.04% Q1 2026 May 11, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Reduced 23,104 16,812 4.73% 4.92% 1059 -1,424 -5.81% Q1 2026 May 11, 2026
Rice Partnership, LLC History Reduced 35,063 16,802 2.3% 2.39% 1060 -152 -0.43% Q1 2026 May 07, 2026
Arnhold LLC History No change 34,941 16,743 1.23% 1.33% 1061 0 0.0% Q1 2026 May 11, 2026
Stratos Investment Management, LLC History Added to 33,271 16,661 0.67% 0.69% 1062 +451 1.37% Q1 2026 Apr 28, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 34,755 16,654 1.8% 1.9% 1063 +160 0.46% Q1 2026 May 12, 2026
East Coast Asset Management, LLC. History Reduced 30,166 16,608 5.47% 5.19% 1064 -428 -1.4% Q1 2026 May 15, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 34,620 16,590 0.88% 0.9% 1065 -244 -0.7% Q1 2026 Apr 27, 2026
Mission Creek Capital Partners, Inc. History Added to 34,611 16,585 3.31% 3.5% 1066 +105 0.3% Q1 2026 May 14, 2026
Keel Point, LLC History No change 13,401 16,542 1.0% 1.0% 1067 0 0.0% Q4 2025 Feb 12, 2026
Moors & Cabot, Inc. History Added to 34,395 16,482 0.71% 0.71% 1068 +1,490 4.53% Q1 2026 May 08, 2026
Smartleaf Asset Management LLC History Added to 34,715 16,478 0.6% 0.64% 1069 +1,135 3.38% Q1 2026 May 15, 2026
AMICA MUTUAL INSURANCE CO History No change 34,332 16,452 1.41% 1.5% 1070 0 0.0% Q1 2026 May 05, 2026
HANCOCK WHITNEY CORP History Reduced 31,439 16,433 0.29% 0.32% 1071 -487 -1.53% Q1 2026 May 15, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Reduced 34,260 16,416 0.64% 0.78% 1072 -5,600 -14.05% Q1 2026 May 05, 2026
First American Bank History Added to 34,248 16,411 1.03% 1.04% 1073 +84 0.25% Q1 2026 Apr 20, 2026
Essex Bank History Reduced 10,201 16,370 3.62% 3.79% 1074 -546 -5.08% Q1 2026 Apr 17, 2026
SYON CAPITAL LLC History Added to 32,593 16,336 0.82% 0.64% 1075 +8,744 36.66% Q1 2026 May 13, 2026
M Holdings Securities, Inc. History Reduced 33,995 16,298 1.1% 1.35% 1076 -3,535 -9.42% Q1 2026 May 12, 2026
Aaron Wealth Advisors LLC History Reduced 26,435 16,255 0.92% 1.07% 1077 -5,156 -16.32% Q1 2026 Apr 21, 2026
Waterfront Wealth Inc. History Added to 30,829 16,208 2.98% 3.08% 1078 +174 0.57% Q1 2026 Apr 30, 2026
Weaver Capital Management LLC History Reduced 15,835 16,200 3.51% 3.64% 1079 -426 -2.62% Q1 2026 Apr 17, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 33,708 16,152 1.0% 1.07% 1080 -149 -0.44% Q1 2026 May 05, 2026
Moran Wealth Management, LLC History Reduced 33,686 16,142 0.49% 0.54% 1081 -1,389 -3.96% Q1 2026 Apr 27, 2026
Oldfather Financial Services, LLC History No change 14,091 16,134 4.8% 4.8% 1082 0 0.0% Q4 2025 Jan 16, 2026
APPLETON PARTNERS INC/MA History Reduced 32,148 16,123 1.12% 1.15% 1083 -1,150 -3.45% Q1 2026 Apr 28, 2026
PFG Investments, LLC History Added to 24,617 16,102 0.75% 0.78% 1084 +780 3.27% Q1 2026 Apr 27, 2026
WealthBridge Capital Management, LLC History Reduced 30,521 16,060 3.7% 3.95% 1085 -957 -3.04% Q1 2026 Apr 17, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 14,032 16,053 1.81% 1.87% 1086 -840 -5.65% Q1 2026 Apr 30, 2026
Parkside Financial Bank & Trust History Reduced 17,022 16,051 1.23% 1.27% 1087 -215 -1.25% Q1 2026 May 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 27,386 15,993 0.29% 0.31% 1088 -282 -1.02% Q1 2026 May 07, 2026
Beckerman Institutional, LLC History Added to 33,375 15,992 8.5% 9.11% 1089 +1,097 3.4% Q1 2026 May 04, 2026
Eos Management, L.P. History No change 33,250 15,933 6.84% 6.55% 1090 0 0.0% Q1 2026 May 05, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 33,241 15,929 0.03% 0.03% 1091 -10,940 -24.76% Q1 2026 May 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 25,670 15,889 0.75% 0.78% 1092 +972 3.94% Q1 2026 Apr 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 31,490 15,807 0.52% 0.62% 1093 -4,689 -12.96% Q1 2026 May 14, 2026
NORTHSTAR ASSET MANAGEMENT Co History Reduced 32,973 15,800 3.55% 3.58% 1094 -640 -1.9% Q1 2026 Apr 23, 2026
Adams Asset Advisors, LLC History Added to 32,945 15,787 1.77% 0.45% 1095 +26,108 381.86% Q1 2026 Apr 27, 2026
Caldwell Trust Co History Added to 20,900 15,756 1.41% 1.46% 1096 +175 0.84% Q1 2026 Apr 22, 2026
Demars Financial Group, LLC History Reduced 32,856 15,744 5.18% 5.64% 1097 -684 -2.04% Q1 2026 Apr 29, 2026
SlateStone Wealth, LLC History Reduced 32,739 15,689 1.29% 1.54% 1098 -3,885 -10.61% Q1 2026 May 14, 2026
Ledyard National Bank History Added to 31,238 15,686 1.36% 1.38% 1099 +788 2.59% Q1 2026 Apr 24, 2026
Vines Capital Management, LLC History Added to 32,608 15,625 15.48% 14.51% 1100 +2,989 10.09% Q1 2026 May 12, 2026
CHANNEL WEALTH LLC History Added to 20,602 15,613 3.78% 3.92% 1101 +1,796 9.55% Q1 2026 May 11, 2026
Round Rock Advisors LLC History Reduced 3,960 15,533 2.38% 2.53% 1102 -1,003 -20.21% Q1 2026 May 15, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 24,864 15,503 0.84% 0.83% 1103 +2,452 10.94% Q1 2026 May 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 27,845 15,496 1.1% 1.18% 1104 +94 0.34% Q1 2026 May 06, 2026
SteelPeak Wealth, LLC History Added to 29,202 15,428 0.47% 0.39% 1105 +8,316 39.82% Q1 2026 May 05, 2026
Cornerstone Management, Inc. History No change 15,638 15,387 2.45% 2.63% 1106 0 0.0% Q1 2026 Apr 16, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History Added to 32,071 15,368 0.32% 0.3% 1107 +2,673 9.09% Q1 2026 May 07, 2026
OFS Enterprise LLC History New 14,020 15,330 4.51% 1108 +14,020 New Q1 2026 Apr 09, 2026
National Philanthropic Trust History Reduced 11,024 15,329 0.16% 0.17% 1109 -2,456 -18.22% Q1 2026 May 15, 2026
Embree Financial Group History Added to 31,930 15,300 1.8% 1.96% 1110 +160 0.5% Q1 2026 Apr 23, 2026
Alvarez & Marsal Private Wealth Partners, LLC History Added to 31,850 15,262 2.14% 2.88% 1111 +2,012 6.74% Q1 2026 May 14, 2026
LFL Advisers, LLC History Added to 31,803 15,239 4.58% 5.23% 1112 +110 0.35% Q1 2026 May 13, 2026
Intrinsic Value Partners, LLC History Reduced 30,220 15,199 11.71% 12.09% 1113 -352 -1.15% Q1 2026 Apr 28, 2026
INTRUST BANK NA History Added to 21,198 15,181 1.24% 1.29% 1114 +701 3.42% Q1 2026 May 06, 2026
Boit C F David History No change 31,628 15,156 6.73% 6.82% 1115 0 0.0% Q1 2026 Apr 09, 2026
Meixler Investment Management, Ltd. History Added to 28,658 15,111 8.12% 9.61% 1116 +145 0.51% Q1 2026 May 06, 2026
IFC Advisors LLC History Added to 22,540 15,107 2.16% 2.3% 1117 +241 1.08% Q1 2026 May 04, 2026
Visionary Wealth Advisors History Reduced 31,462 15,076 0.67% 0.73% 1118 -961 -2.96% Q1 2026 May 13, 2026
MAIRS & POWER INC History Reduced 23,934 15,057 0.15% 0.16% 1119 -928 -3.73% Q1 2026 May 13, 2026
Summit Financial Strategies, Inc. History Reduced 25,363 15,024 1.18% 1.32% 1120 -650 -2.5% Q1 2026 May 01, 2026
Legacy Wealth Advisors, LLC History Added to 2,889 15,019 7.66% 10.09% 1121 +991 52.21% Q1 2026 May 06, 2026
Blue Sparrow, LLC /DE History Reduced 31,300 14,998 0.26% 1.37% 1122 -113,500 -78.38% Q1 2026 May 15, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 31,247 14,973 1.65% 1.86% 1123 -2,743 -8.07% Q1 2026 Apr 29, 2026
HBK Sorce Advisory LLC History Reduced 25,408 14,960 0.3% 0.39% 1124 -1,902 -6.96% Q1 2026 May 11, 2026
Citizens National Bank Trust Department History Added to 23,728 14,958 2.49% 2.69% 1125 +164 0.7% Q1 2026 May 04, 2026
Pure Financial Advisors, LLC History New 31,197 14,949 0.21% 1126 +31,197 New Q1 2026 Apr 10, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Added to 31,130 14,917 0.86% 0.91% 1127 +18 0.06% Q1 2026 May 15, 2026
BLI - Banque de Luxembourg Investments History No change 30,000 14,868 0.45% 0.44% 1128 0 0.0% Q1 2026 May 15, 2026
PATTON FUND MANAGEMENT, INC. History Added to 30,892 14,803 2.51% 1.98% 1129 +1,531 5.21% Q1 2026 Apr 22, 2026
Regency Capital Management Inc.\DE History Reduced 29,391 14,801 6.62% 7.2% 1130 -3,547 -10.77% Q1 2026 May 05, 2026
MLP3, LLC History Added to 29,391 14,801 16.32% 16.58% 1131 +668 2.33% Q1 2026 Apr 13, 2026
Capital Analysts, LLC History Reduced 30,831 14,774 0.39% 0.47% 1132 -1,726 -5.3% Q1 2026 May 14, 2026
ARS Wealth Advisors Group, LLC History Added to 29,305 14,760 1.25% 1.36% 1133 +682 2.38% Q1 2026 Apr 15, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 23,290 14,748 2.18% 2.12% 1134 +103 0.44% Q1 2026 Apr 24, 2026
Codex Capital Asset Management L.L.C. History Added to 30,700 14,711 5.69% 5.4% 1135 +1,150 3.89% Q1 2026 Apr 16, 2026
Coston, McIsaac & Partners History Reduced 30,675 14,699 3.32% 3.61% 1136 -235 -0.76% Q1 2026 Apr 22, 2026
BAILARD, INC. History Reduced 28,971 14,600 0.34% 0.34% 1137 -292 -1.0% Q1 2026 May 11, 2026
Stratos Wealth Advisors, LLC History Added to 25,948 14,587 0.9% 0.74% 1138 +142 0.55% Q1 2026 Apr 28, 2026
TCW GROUP INC History Added to 30,417 14,575 0.11% 0.1% 1139 +1,470 5.08% Q1 2026 May 14, 2026
Bellwether Advisors, LLC History Reduced 30,328 14,533 2.46% 2.58% 1140 -1,860 -5.78% Q1 2026 May 12, 2026
BLACKHILL CAPITAL INC History No change 21,243 14,485 0.75% 0.78% 1141 0 0.0% Q1 2026 May 14, 2026
EPACRIA CAPITAL PARTNERS, LLC History No change 21,166 14,448 11.19% 12.01% 1142 0 0.0% Q1 2026 May 15, 2026
Ascentis Independent Advisors History Added to 27,086 14,414 1.09% 1.27% 1143 +12,949 91.6% Q1 2026 Apr 28, 2026
Phoenix Financial Ltd. History Reduced 29,968 14,382 0.14% 0.2% 1144 -8,037 -21.15% Q1 2026 May 11, 2026
O'Keefe Stevens Advisory, Inc. History Added to 30,011 14,381 3.55% 3.7% 1145 +1,608 5.66% Q1 2026 Apr 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 26,994 14,371 0.21% 0.2% 1146 +2,088 8.38% Q1 2026 May 05, 2026
Lubar & Co., Inc History No change 20 14,362 12.07% 11.25% 1147 0 0.0% Q1 2026 Apr 23, 2026
DOVER ADVISORS, LLC History Reduced 7,504 14,360 5.94% 6.18% 1148 -1,732 -18.75% Q1 2026 Apr 08, 2026
Timber Creek Capital Management LLC History Reduced 28,440 14,346 3.48% 3.5% 1149 -17 -0.06% Q1 2026 Apr 28, 2026
EverSource Wealth Advisors, LLC History Reduced 22,354 14,300 0.44% 0.57% 1150 -923 -3.97% Q1 2026 May 15, 2026
Pictet North America Advisors SA History Added to 29,834 14,296 1.42% 1.41% 1151 +262 0.89% Q1 2026 Apr 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 28,192 14,227 0.63% 0.7% 1152 +181 0.65% Q1 2026 Apr 28, 2026
DJE Kapital AG History Reduced 29,665 14,169 0.31% 0.93% 1153 -36,875 -55.42% Q1 2026 May 08, 2026
SeaBridge Investment Advisors LLC History Added to 28,070 14,168 2.4% 2.18% 1154 +3,325 13.44% Q1 2026 Apr 28, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Reduced 8,590 14,163 1.15% 1.22% 1155 -12 -0.14% Q1 2026 Apr 22, 2026
Mezzasalma Advisors, LLC History Added to 29,469 14,121 3.61% 3.36% 1156 +1,317 4.68% Q1 2026 Apr 17, 2026
MIDDLETON & CO INC/MA History Reduced 24,872 14,071 1.6% 1.58% 1157 -215 -0.86% Q1 2026 May 08, 2026
Kinsale Capital Group, Inc. History Added to 29,339 14,059 2.25% 2.34% 1158 +1,345 4.8% Q1 2026 May 06, 2026
Piedmont Capital Management, LLC/NC History Reduced 3,759 14,001 9.34% 9.67% 1159 -1 -0.03% Q1 2026 Apr 21, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 18,639 13,958 0.28% 0.29% 1160 +304 1.66% Q1 2026 Apr 15, 2026
KCM INVESTMENT ADVISORS LLC History Added to 29,117 13,952 0.46% 0.46% 1161 +781 2.76% Q1 2026 May 15, 2026
BEDDOW CAPITAL MANAGEMENT INC History No change 15,744 13,948 5.27% 5.27% 1162 0 0.0% Q4 2025 Feb 11, 2026
Knights of Columbus Asset Advisors LLC History Reduced 29,045 13,918 0.79% 0.96% 1163 -4,508 -13.44% Q1 2026 May 11, 2026
AMI INVESTMENT MANAGEMENT INC History Reduced 29,012 13,902 3.13% 3.53% 1164 -2,253 -7.21% Q1 2026 Apr 15, 2026
HFR Wealth Management, LLC History Reduced 24,501 13,893 3.41% 3.51% 1165 -545 -2.18% Q1 2026 May 04, 2026
TBH Global Asset Management, LLC History Reduced 28,977 13,885 2.8% 3.24% 1167 -9,699 -25.08% Q1 2026 Apr 22, 2026
Bedel Financial Consulting, Inc. History Reduced 18,493 13,885 1.56% 1.58% 1166 -185 -0.99% Q1 2026 May 04, 2026
Morey & Quinn Wealth Partners, LLC History Added to 24,444 13,866 9.86% 10.4% 1168 +131 0.54% Q1 2026 Apr 21, 2026
Quattro Advisors LLC History Reduced 28,898 13,848 12.0% 12.2% 1169 -1,457 -4.8% Q1 2026 May 14, 2026
Bulltick Wealth Management, LLC History Added to 28,740 13,772 3.04% 2.69% 1170 +3,570 14.18% Q1 2026 Apr 27, 2026
Eldred Rock Partners, LLC History Added to 28,737 13,770 3.5% 3.67% 1171 +566 2.01% Q1 2026 Apr 08, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 28,725 13,765 0.81% 0.93% 1172 -3,364 -10.48% Q1 2026 Apr 17, 2026
OLD NATIONAL BANCORP /IN/ History Added to 18,194 13,742 0.23% 0.24% 1173 +117 0.65% Q1 2026 Apr 21, 2026
Telos Capital Management, Inc. History Added to 28,622 13,715 1.31% 1.31% 1174 +741 2.66% Q1 2026 Apr 16, 2026
Aprio Wealth Management, LLC History Reduced 19,572 13,685 0.75% 0.89% 1175 -749 -3.69% Q1 2026 May 11, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 28,550 13,681 2.47% 2.65% 1176 -284 -0.98% Q1 2026 May 15, 2026
Coastline Trust Co History Reduced 22,518 13,661 1.36% 1.45% 1177 -2,185 -8.85% Q1 2026 Apr 03, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 17,997 13,647 0.23% 0.22% 1178 -316 -1.73% Q1 2026 May 15, 2026
Onex Canada Asset Management Inc. History Reduced 19 13,644 2.27% 2.2% 1179 -2 -9.52% Q1 2026 May 15, 2026
Hudock, Inc. History Added to 28,452 13,634 2.01% 1.92% 1180 +2,532 9.77% Q1 2026 May 13, 2026
Johnson Financial Group, Inc. History Reduced 28,444 13,630 0.49% 0.6% 1181 -3,360 -10.56% Q1 2026 May 07, 2026
Madison Asset Management, LLC History Reduced 28,375 13,597 0.17% 0.18% 1182 -2,433 -7.9% Q1 2026 May 07, 2026
SAX WEALTH ADVISORS, LLC History Reduced 9,008 13,579 0.66% 1.98% 1183 -4,069 -31.12% Q1 2026 Apr 08, 2026
Inlet Private Wealth, LLC History Reduced 28,300 13,561 3.46% 3.76% 1184 -3,935 -12.21% Q1 2026 May 13, 2026
Evelyn Partners Investment Management (Europe) Ltd History Reduced 28,188 13,507 4.65% 4.63% 1185 -182 -0.64% Q1 2026 May 15, 2026
Lakeside Advisors, INC. History Reduced 28,185 13,506 9.01% 9.06% 1186 -10 -0.04% Q1 2026 Apr 30, 2026
Ironwood Investment Counsel, LLC History Added to 25,147 13,486 1.94% 1.95% 1187 +391 1.58% Q1 2026 May 07, 2026
Kovack Advisors, Inc. History Reduced 28,165 13,481 0.72% 0.72% 1188 -2,723 -8.82% Q1 2026 May 12, 2026
Sargent Investment Group, LLC History Added to 24,961 13,396 1.76% 1.75% 1189 +261 1.06% Q1 2026 May 11, 2026
SEB Asset Management AB History New 27,953 13,395 0.06% 1190 +27,953 New Q1 2026 May 07, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 26,426 13,381 1.27% 1.24% 1191 +2,211 9.13% Q1 2026 Apr 22, 2026
O'Brien Greene & Co. Inc History Reduced 27,834 13,338 3.78% 4.17% 1192 -85 -0.3% Q1 2026 May 06, 2026
Gifford Fong Associates History No change 26,500 13,320 2.66% 2.66% 1193 0 0.0% Q4 2025 Feb 10, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 27,726 13,285 0.84% 0.86% 1194 +136 0.49% Q1 2026 May 15, 2026
FRG Family Wealth Advisors LLC History Reduced 27,722 13,284 2.18% 2.22% 1195 -710 -2.5% Q1 2026 Apr 24, 2026
CANERECTOR INC History No change 27,640 13,245 6.28% 6.8% 1196 0 0.0% Q1 2026 May 15, 2026
Vestcor Inc History No change 27,564 13,209 0.36% 0.39% 1197 0 0.0% Q1 2026 May 12, 2026
North Star Investment Management Corp. History Added to 18,558 13,198 0.8% 0.85% 1198 +533 2.96% Q1 2026 Apr 23, 2026
Bellecapital International Ltd. History Reduced 9,548 13,187 2.38% 2.92% 1199 -2,165 -18.48% Q1 2026 May 12, 2026
Cardinal Point Capital Management ULC History Reduced 24,523 13,186 0.81% 0.97% 1200 -1,878 -7.11% Q1 2026 Apr 20, 2026
MITCHELL CAPITAL MANAGEMENT CO History Added to 27,486 13,171 2.42% 2.3% 1201 +1,853 7.23% Q1 2026 May 11, 2026
Financial Strategies Group, Inc. History Added to 27,814 13,150 2.2% 2.29% 1202 +2,453 9.67% Q1 2026 May 08, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 27,354 13,108 0.69% 0.69% 1203 -52 -0.19% Q1 2026 Apr 13, 2026
Private Advisory Group LLC History Reduced 27,325 13,094 0.86% 1.41% 1204 -8,579 -23.89% Q1 2026 May 08, 2026
EQ WEALTH ADVISORS, LLC History Added to 27,322 13,092 7.65% 7.66% 1205 +1,496 5.79% Q1 2026 May 01, 2026
Marietta Wealth Management, LLC History Added to 21,297 13,076 1.55% 1.57% 1206 +312 1.49% Q1 2026 Apr 21, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 27,279 13,072 0.47% 0.52% 1207 -551 -1.98% Q1 2026 May 15, 2026
SOA Wealth Advisors, LLC. History Reduced 16,712 13,032 2.46% 2.38% 1208 -854 -4.86% Q1 2026 May 20, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 27,193 13,030 0.07% 0.05% 1209 -2,834 -9.44% Q1 2026 Apr 29, 2026
American Trust Investment Advisors, LLC History Added to 27,176 13,022 7.19% 7.28% 1210 +73 0.27% Q1 2026 May 15, 2026
Siemens Fonds Invest GmbH History Reduced 27,170 13,019 0.75% 0.73% 1211 -162 -0.59% Q1 2026 May 15, 2026
HighPoint Advisor Group LLC History Reduced 24,108 12,987 0.54% 1.77% 1212 -42,858 -64.0% Q1 2026 May 14, 2026
WEYBOSSET RESEARCH & MANAGEMENT LLC History Reduced 27,065 12,969 3.74% 4.26% 1213 -409 -1.49% Q1 2026 Apr 16, 2026
Annandale Capital, LLC History No change 27,062 12,968 1.83% 1.61% 1214 0 0.0% Q1 2026 May 15, 2026
COURIER CAPITAL LLC History Added to 12,086 12,967 0.72% 0.76% 1215 +109 0.91% Q1 2026 Apr 23, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 27,200 12,930 0.23% 0.38% 1216 +10,820 66.06% Q1 2026 May 01, 2026
Glassy Mountain Advisors, Inc. History Reduced 26,971 12,924 4.01% 4.1% 1217 -14 -0.05% Q1 2026 May 08, 2026
Pacific Capital Partners Ltd History Added to 3,002 12,921 12.75% 7.13% 1218 +141 4.93% Q1 2026 Apr 09, 2026
Cornerstone Advisors, LLC History Reduced 26,950 12,914 0.48% 0.7% 1219 -14,751 -35.37% Q1 2026 May 08, 2026
Sterling Capital Management LLC History Added to 10,413 12,884 0.24% 0.19% 1220 +3,868 59.1% Q1 2026 Apr 22, 2026
Hilltop Holdings Inc. History Added to 26,846 12,864 1.16% 0.13% 1221 +22,464 512.64% Q1 2026 May 14, 2026
Leo Wealth, LLC History Added to 26,841 12,858 0.93% 0.96% 1222 +395 1.49% Q1 2026 May 05, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 23,769 12,825 0.35% 0.31% 1223 +1,152 5.09% Q1 2026 Apr 21, 2026
CIDEL ASSET MANAGEMENT INC History Added to 11,727 12,796 0.7% 0.89% 1224 +1,686 16.79% Q1 2026 Apr 17, 2026
Balboa Wealth Partners History Reduced 14,718 12,794 2.15% 2.25% 1225 -357 -2.37% Q1 2026 Apr 16, 2026
Trust Co of Kansas History Reduced 22,192 12,787 7.06% 6.13% 1226 -2,776 -11.12% Q1 2026 May 06, 2026
Community Bank & Trust, Waco, Texas History Reduced 26,637 12,764 2.53% 2.78% 1227 -314 -1.17% Q1 2026 Apr 17, 2026
Old North State Wealth Management, LLC History Reduced 26,627 12,761 5.9% 6.29% 1228 -14 -0.05% Q1 2026 Apr 17, 2026
COMPASS CAPITAL MANAGEMENT, INC History Reduced 10,139 12,752 0.77% 0.75% 1229 -81 -0.79% Q1 2026 May 21, 2026
BEACON INVESTMENT ADVISORS LLC History Reduced 26,582 12,738 4.81% 5.36% 1230 -20 -0.08% Q1 2026 May 14, 2026
Compass Financial Group, INC/SD History Added to 26,438 12,669 1.77% 1.88% 1231 +208 0.79% Q1 2026 Apr 29, 2026
COMMUNITY TRUST & INVESTMENT CO History Reduced 26,402 12,651 0.69% 0.84% 1232 -5,113 -16.22% Q1 2026 Apr 13, 2026
FIRST INTERSTATE BANK History Reduced 21,856 12,626 0.71% 0.78% 1233 -915 -4.02% Q1 2026 Apr 29, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 26,227 12,567 1.54% 1.6% 1234 -257 -0.97% Q1 2026 May 05, 2026
CPA Asset Management Group, LLC History Reduced 5,181 12,529 4.2% 4.89% 1235 -18 -0.35% Q1 2026 May 05, 2026
CYPRESS ASSET MANAGEMENT INC/TX History No change 24,868 12,499 2.75% 2.75% 1236 0 0.0% Q4 2025 Jan 29, 2026
Delta Investment Management, LLC History Reduced 18,590 12,496 2.24% 2.5% 1237 -2,557 -12.09% Q1 2026 May 12, 2026
PFG Advisors History Reduced 24,511 12,463 0.61% 0.64% 1238 -368 -1.48% Q1 2026 May 05, 2026
Iowa State Bank History Reduced 15,518 12,459 2.29% 2.54% 1239 -905 -5.51% Q1 2026 Apr 15, 2026
BCS Private Wealth Management, Inc. History Added to 25,902 12,412 3.77% 3.95% 1240 +2,879 12.5% Q1 2026 Apr 21, 2026
Banque Cantonale Vaudoise History Added to 25,845 12,386 0.47% 0.44% 1241 +1,599 6.59% Q1 2026 Apr 20, 2026
Brandywine Global Investment Management, LLC History No change 24,620 12,375 0.08% 0.08% 1242 0 0.0% Q4 2025 Feb 11, 2026
AIRE ADVISORS, LLC History Reduced 10,798 12,350 2.26% 2.43% 1243 -627 -5.49% Q1 2026 May 06, 2026
Walleye Partners, LLC History Added to 25,624 12,279 15.08% 14.25% 1244 +98 0.38% Q1 2026 Apr 23, 2026
Cornerstone Wealth Group, LLC History Added to 26,157 12,254 0.79% 0.84% 1245 +1,783 7.32% Q1 2026 Apr 22, 2026
Goelzer Investment Management, Inc. History Added to 16,533 12,228 0.59% 0.59% 1246 +335 2.07% Q1 2026 Apr 09, 2026
Wescott Financial Advisory Group, LLC History Reduced 10,485 12,201 1.07% 1.12% 1247 -57 -0.54% Q1 2026 May 12, 2026
HARRIS ASSOCIATES L P History Reduced 25,439 12,190 0.02% 0.02% 1248 -560 -2.15% Q1 2026 May 15, 2026
Hemenway Trust Co LLC History Reduced 2,972 12,189 0.98% 1.27% 1249 -1,484 -33.3% Q1 2026 May 07, 2026
ZACKS INVESTMENT MANAGEMENT History Reduced 25,433 12,187 0.1% 0.1% 1250 -227 -0.88% Q1 2026 May 14, 2026
Cascade Financial Partners, LLC History Reduced 16,364 12,147 1.25% 1.31% 1251 -422 -2.51% Q1 2026 May 12, 2026
Jupiter Wealth Management LLC History Added to 8,516 12,131 4.79% 5.54% 1252 +102 1.21% Q1 2026 May 14, 2026
Barton Investment Management History Reduced 10,265 12,095 1.52% 1.38% 1253 -210 -2.0% Q1 2026 Apr 20, 2026
Bradley & Co. Private Wealth Management, LLC History Added to 25,231 12,090 6.37% 6.3% 1254 +1,565 6.61% Q1 2026 May 13, 2026
Coastal Bridge Advisors, LLC History Reduced 17,702 12,070 0.85% 1.03% 1255 -889 -4.78% Q1 2026 May 14, 2026
MCDANIEL TERRY & CO History No change 25,126 12,040 1.02% 1.1% 1256 0 0.0% Q1 2026 May 05, 2026
Allegheny Financial Group History Added to 25,106 12,031 1.62% 1.87% 1257 +28 0.11% Q1 2026 Apr 16, 2026
NORTHSTAR ASSET MANAGEMENT INC History Reduced 4,069 11,997 3.68% 3.26% 1258 -21 -0.51% Q1 2026 May 13, 2026
Colonial Trust Advisors History Added to 25,025 11,992 0.93% 0.94% 1259 +255 1.03% Q1 2026 May 12, 2026
Dorsey & Whitney Trust CO LLC History Added to 25,005 11,982 0.66% 0.65% 1260 +419 1.7% Q1 2026 May 14, 2026
Garner Asset Management Corp History Added to 23,506 11,981 4.7% 4.76% 1261 +317 1.37% Q1 2026 Apr 28, 2026
Jasper Ridge Partners, L.P. History No change 25,000 11,980 0.27% 0.28% 1262 0 0.0% Q1 2026 May 11, 2026
Carmel Capital Management L.L.C. History Reduced 24,950 11,956 3.42% 3.81% 1263 -50 -0.2% Q1 2026 Apr 23, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 23,423 11,941 0.49% 0.43% 1264 +4,462 23.53% Q1 2026 May 12, 2026
ALEXANDER LABRUNERIE & CO., INC. History Reduced 9,893 11,917 4.46% 6.47% 1265 -170 -1.69% Q1 2026 May 18, 2026
Raab & Moskowitz Asset Management LLC History Reduced 24,826 11,896 2.65% 2.76% 1266 -253 -1.01% Q1 2026 May 21, 2026
Winch Advisory Services, LLC History Reduced 24,815 11,891 2.71% 2.76% 1267 -53 -0.21% Q1 2026 Apr 30, 2026
Montis Financial, LLC History Reduced 14,316 11,883 2.46% 2.49% 1268 -230 -1.58% Q1 2026 May 11, 2026
BENNETT SELBY INVESTMENTS LP History Added to 24,694 11,833 4.16% 3.98% 1269 +75 0.3% Q1 2026 Apr 21, 2026
Resonant Capital Advisors, LLC History Added to 24,649 11,811 0.62% 0.65% 1270 +1,042 4.41% Q1 2026 Apr 29, 2026
Biltmore Family Office, LLC History Added to 23,148 11,810 1.65% 1.38% 1271 +4,762 25.9% Q1 2026 May 11, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 21,641 11,805 0.22% 0.24% 1272 -267 -1.22% Q1 2026 May 01, 2026
Americana Partners, LLC History Added to 20,128 11,798 0.31% 0.31% 1273 +2,349 13.21% Q1 2026 May 12, 2026
FIRST HORIZON CORP History Reduced 14,089 11,775 0.49% 0.56% 1274 -223 -1.56% Q1 2026 Apr 30, 2026
Intesa Sanpaolo Wealth Management History Reduced 24,522 11,748 2.87% 2.66% 1275 -1,077 -4.21% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Added to 4,978 11,715 0.22% 0.02% 1276 +4,977 497700.0% Q1 2026 Apr 27, 2026
Beverly Hills Private Wealth, LLC History Reduced 19,888 11,683 1.95% 2.12% 1277 -274 -1.36% Q1 2026 May 01, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History Added to 13,868 11,669 6.9% 7.65% 1278 +674 5.11% Q1 2026 May 15, 2026
Dupree Financial Group, LLC History Added to 24,345 11,665 4.69% 2.94% 1279 +8,310 51.82% Q1 2026 Apr 23, 2026
BIRINYI ASSOCIATES INC History Reduced 15,343 11,658 3.18% 3.17% 1280 -900 -5.54% Q1 2026 May 04, 2026
Lorne Steinberg Wealth Management Inc. History Reduced 22,818 11,652 2.76% 2.83% 1281 -160 -0.7% Q1 2026 May 07, 2026
Wealth Architects, LLC History Reduced 21,252 11,619 1.04% 1.25% 1282 -3,250 -13.26% Q1 2026 May 15, 2026
Carnegie Lake Advisors LLC History Reduced 24,220 11,606 4.61% 4.66% 1283 -125 -0.51% Q1 2026 Apr 29, 2026
RFG Advisory, LLC History Added to 24,133 11,564 0.21% 0.22% 1284 +1,061 4.6% Q1 2026 Apr 17, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 24,078 11,538 0.85% 0.85% 1285 +700 2.99% Q1 2026 May 07, 2026
GERMAN AMERICAN BANCORP, INC. History Added to 24,076 11,537 0.99% 0.96% 1286 +1,646 7.34% Q1 2026 May 06, 2026
Hanson & Doremus Investment Management History Added to 19,575 11,533 1.33% 1.06% 1287 +1,982 11.27% Q1 2026 Apr 17, 2026
Asset Advisors Investment Management, LLC History Reduced 23,926 11,465 1.09% 1.18% 1288 -1,432 -5.65% Q1 2026 Apr 16, 2026
SEARCY FINANCIAL SERVICES INC /ADV History Added to 23,906 11,455 4.25% 4.43% 1289 +127 0.53% Q1 2026 Apr 14, 2026
WHALEROCK POINT PARTNERS, LLC History Added to 22,350 11,427 2.21% 2.25% 1290 +312 1.42% Q1 2026 May 15, 2026
M. Kulyk & Associates, LLC History No change 2,842 11,409 2.13% 2.29% 1291 0 0.0% Q1 2026 May 06, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 10,299 11,394 3.35% 4.24% 1292 -796 -7.17% Q1 2026 Apr 17, 2026
TAGStone Capital, Inc. History Added to 23,772 11,391 4.03% 4.18% 1293 +1,426 6.38% Q1 2026 May 11, 2026
Clarius Group, LLC History No change 12,129 11,376 0.65% 0.65% 1294 0 0.0% Q4 2025 Jan 14, 2026
Chronos Wealth Management, LLC History Added to 22,234 11,372 5.5% 5.52% 1295 +18 0.08% Q1 2026 Apr 20, 2026
EARNED WEALTH ADVISORS, LLC History Added to 22,208 11,359 0.76% 1.07% 1296 +380 1.74% Q1 2026 May 07, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 14,718 11,358 0.91% 1.13% 1297 -3,607 -19.68% Q1 2026 May 15, 2026
SVB WEALTH LLC History Reduced 20,680 11,345 0.75% 0.76% 1298 -2,050 -9.02% Q1 2026 Apr 17, 2026
Heritage Trust Co History Added to 17,667 11,335 1.14% 1.11% 1299 +1,931 12.27% Q1 2026 May 13, 2026
Procyon Advisors, LLC History Added to 22,147 11,330 0.56% 0.58% 1300 +82 0.37% Q1 2026 May 04, 2026
Simmons Bank History Added to 22,141 11,327 0.76% 0.79% 1301 +136 0.62% Q1 2026 Apr 23, 2026
B. Riley Wealth Advisors, Inc. History Reduced 23,814 11,303 0.72% 0.77% 1302 -9,184 -27.83% Q1 2026 Apr 24, 2026
Princeton Global Asset Management LLC History Reduced 23,587 11,302 1.84% 1.95% 1303 -354 -1.48% Q1 2026 Apr 22, 2026
GUGGENHEIM CAPITAL LLC History Reduced 23,509 11,265 0.09% 0.11% 1304 -6,222 -20.93% Q1 2026 May 15, 2026
Burford Brothers, Inc. History Reduced 23,497 11,259 4.62% 4.89% 1305 -66 -0.28% Q1 2026 Apr 27, 2026
CUMBERLAND ADVISORS INC History Reduced 23,481 11,252 4.4% 5.47% 1306 -5,218 -18.18% Q1 2026 Apr 27, 2026
VAN DEN BERG MANAGEMENT I, INC History Reduced 23,478 11,250 2.58% 3.12% 1307 -3,632 -13.4% Q1 2026 May 15, 2026
Nicholson Meyer Capital Management, Inc. History Reduced 23,476 11,249 8.63% 9.0% 1308 -186 -0.79% Q1 2026 Apr 22, 2026
HRT FINANCIAL LP History Reduced 23,423 11,224 0.03% 0.14% 1309 -57,561 -71.08% Q1 2026 May 14, 2026
Gibraltar Capital Management, Inc. History Added to 17,427 11,221 1.93% 1.99% 1310 +116 0.67% Q1 2026 Apr 13, 2026
AUXIER ASSET MANAGEMENT LLC History Added to 23,409 11,217 1.61% 1.64% 1311 +133 0.57% Q1 2026 May 14, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Reduced 20,394 11,208 1.18% 1.07% 1312 -83 -0.41% Q1 2026 May 07, 2026
Asset Advisory Group, Inc. History Reduced 23,358 11,193 5.62% 5.88% 1313 -54 -0.23% Q1 2026 Apr 16, 2026
SeaCrest Wealth Management, LLC History Reduced 23,327 11,178 1.2% 1.18% 1314 -130 -0.55% Q1 2026 Apr 15, 2026
Weil Company, Inc. History Reduced 9,846 11,177 2.51% 2.72% 1315 -196 -1.95% Q1 2026 Apr 15, 2026
EXCALIBUR MANAGEMENT CORP History Reduced 23,306 11,168 4.01% 4.24% 1316 -67 -0.29% Q1 2026 May 05, 2026
Legacy Advisors, LLC History Reduced 23,291 11,161 1.32% 1.28% 1317 -424 -1.79% Q1 2026 May 05, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 23,290 11,160 1.83% 1.96% 1318 -398 -1.68% Q1 2026 May 12, 2026
TCI Wealth Advisors, Inc. History Reduced 20,279 11,153 0.59% 0.65% 1319 -101 -0.5% Q1 2026 Apr 27, 2026
VELA Investment Management, LLC History Reduced 23,262 11,147 2.56% 2.77% 1320 -148 -0.63% Q1 2026 May 08, 2026
BBR PARTNERS, LLC History Added to 18,740 11,133 0.62% 0.62% 1321 +329 1.79% Q1 2026 May 12, 2026
Royal Capital Wealth Management, LLC History No change 18,718 11,122 6.92% 6.89% 1322 0 0.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Reduced 23,157 11,096 0.07% 0.17% 1323 -61,738 -72.72% Q1 2026 May 15, 2026
Stokes Family Office, LLC History Reduced 23,146 11,091 1.14% 1.19% 1324 -2,685 -10.39% Q1 2026 May 11, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 23,129 11,086 0.35% 0.41% 1325 -137 -0.59% Q1 2026 May 06, 2026
McHugh Group, LLC History Reduced 23,130 11,083 6.56% 6.64% 1326 -95 -0.41% Q1 2026 Apr 17, 2026
New Age Alpha Advisors, LLC History Reduced 23,123 11,080 0.52% 0.52% 1327 -870 -3.63% Q1 2026 May 11, 2026
ALERUS FINANCIAL NA History Added to 23,107 11,072 0.55% 0.54% 1328 +1,006 4.55% Q1 2026 May 12, 2026
NorthCrest Asset Manangement, LLC History Added to 17,129 11,040 0.34% 0.15% 1329 +10,053 142.07% Q1 2026 Apr 08, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 23,025 11,033 0.74% 0.79% 1330 -95 -0.41% Q1 2026 Apr 10, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 18,947 11,032 0.73% 0.73% 1331 0 0.0% Q4 2025 Jan 27, 2026
Fragasso Financial Advisors Inc History Reduced 23,134 11,020 0.66% 0.74% 1332 -1,128 -4.65% Q1 2026 Apr 07, 2026
Frisch Financial Group, Inc. History Reduced 22,963 11,003 2.3% 2.59% 1333 -53 -0.23% Q1 2026 May 05, 2026
GROUP ONE TRADING LLC History New 22,907 10,977 0.02% 1334 +22,907 New Q1 2026 May 13, 2026
Arlington Financial Advisors, LLC History Added to 22,884 10,966 1.56% 1.61% 1335 +488 2.18% Q1 2026 Apr 15, 2026
Rockbridge Asset Management LLC History Reduced 22,860 10,954 7.36% 7.4% 1336 -1,519 -6.23% Q1 2026 May 14, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 22,818 10,934 2.19% 2.28% 1337 0 0.0% Q1 2026 Apr 28, 2026
Buttonwood Financial Advisors Inc. History Reduced 22,780 10,916 3.65% 3.85% 1338 -210 -0.91% Q1 2026 Apr 21, 2026
Quent Capital, LLC History Reduced 9,288 10,909 0.77% 0.84% 1339 -348 -3.61% Q1 2026 Apr 28, 2026
Calamos Wealth Management LLC History Reduced 16,744 10,894 0.37% 0.44% 1340 -2,396 -12.52% Q1 2026 May 04, 2026
Bragg Financial Advisors, Inc History Reduced 13,741 10,890 0.34% 0.37% 1341 -23 -0.17% Q1 2026 May 15, 2026
Silver Lake Advisory, LLC History Reduced 18,221 10,884 4.32% 4.53% 1342 -500 -2.67% Q1 2026 Apr 27, 2026
Certified Advisory Corp History Reduced 21,171 10,862 0.97% 1.05% 1343 -233 -1.09% Q1 2026 Apr 17, 2026
PEAK6 LLC History Reduced 22,657 10,857 0.03% 0.02% 1344 -820 -3.49% Q1 2026 May 13, 2026
Tradition Wealth Management, LLC History Reduced 22,587 10,823 0.77% 0.84% 1345 -765 -3.28% Q1 2026 May 15, 2026
Alley Investment Management Company, LLC History Reduced 21,003 10,782 1.31% 1.52% 1346 -3,394 -13.91% Q1 2026 Apr 23, 2026
FIDUCIARY COUNSELLING INC History Reduced 15 10,772 29.96% 30.1% 1347 -40 -72.73% Q1 2026 May 05, 2026
Matthew 25 Management Corp History No change 15 10,772 3.58% 3.46% 1348 0 0.0% Q1 2026 May 11, 2026
Capricorn Fund Managers Ltd History Added to 22,468 10,766 1.68% 1.44% 1349 +10,614 89.54% Q1 2026 Apr 24, 2026
Causey Wealth LLC History New 7,422 10,733 4.56% 1350 +7,422 New Q1 2026 May 12, 2026
TEMA ETFS LLC History Added to 22,275 10,674 0.72% 0.86% 1351 +112 0.51% Q1 2026 Apr 15, 2026
BURLING WEALTH PARTNERS, LLC History Added to 22,250 10,662 1.72% 1.42% 1352 +4,020 22.05% Q1 2026 May 08, 2026
Spire Wealth Management History Reduced 22,229 10,652 0.36% 0.39% 1353 -869 -3.76% Q1 2026 Apr 22, 2026
L2 Asset Management, LLC History Reduced 22,172 10,624 1.01% 1.71% 1354 -3,256 -12.8% Q1 2026 May 14, 2026
JTC Employer Solutions Trustee Ltd History No change 8,608 10,591 0.88% 0.75% 1355 0 0.0% Q1 2026 May 19, 2026
Indivisible Partners History Added to 16,109 10,590 0.94% 1.19% 1356 +273 1.72% Q1 2026 Apr 30, 2026
HARBOR ADVISORY CORP /MA/ History Reduced 22,097 10,588 3.18% 3.62% 1357 -1,680 -7.07% Q1 2026 May 07, 2026
Perennial Investment Advisors, LLC History Added to 20,580 10,579 0.84% 0.76% 1358 +1,412 7.37% Q1 2026 May 15, 2026
Roehl & Yi Investment Advisors, LLC History Reduced 90,802 10,567 3.97% 4.47% 1359 -368 -0.4% Q1 2026 May 14, 2026
MEANS INVESTMENT CO., INC. History Reduced 20,480 10,531 0.92% 0.93% 1360 -82 -0.4% Q1 2026 Apr 24, 2026
Clio Asset Management LLC History Reduced 21,961 10,523 8.82% 9.83% 1361 -3,223 -12.8% Q1 2026 Apr 21, 2026
Sound View Wealth Advisors Group, LLC History Reduced 18,836 10,461 0.71% 0.74% 1362 -43 -0.23% Q1 2026 May 06, 2026
Nilsine Partners, LLC History Added to 22,030 10,416 0.81% 0.84% 1363 +2,699 13.96% Q1 2026 Apr 29, 2026
Evanson Asset Management, LLC History Reduced 18,705 10,398 0.56% 0.63% 1364 -1,581 -7.79% Q1 2026 Apr 08, 2026
America First Investment Advisors, LLC History No change 9,660 10,370 1.93% 1.98% 1365 0 0.0% Q1 2026 May 08, 2026
SpringVest Wealth Management LLC History Reduced 21,637 10,368 7.08% 7.77% 1366 -542 -2.44% Q1 2026 Apr 21, 2026
WOODSTOCK CORP History Added to 21,477 10,291 0.92% 0.9% 1367 +540 2.58% Q1 2026 Apr 08, 2026
Fort Point Capital Partners LLC History Added to 7,978 10,282 1.25% 1.18% 1368 +188 2.41% Q1 2026 May 14, 2026
3Chopt Investment Partners, LLC History Added to 16,954 10,277 2.35% 2.37% 1369 +436 2.64% Q1 2026 Apr 23, 2026
Everest Financial Group LLC History Added to 21,440 10,274 1.69% 1.68% 1370 +6,531 43.81% Q1 2026 May 15, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 21,422 10,265 0.25% 0.23% 1371 +3,732 21.1% Q1 2026 Apr 15, 2026
TOMPKINS FINANCIAL CORP History Reduced 21,418 10,263 0.82% 0.85% 1372 -204 -0.94% Q1 2026 Apr 09, 2026
Old West Investment Management, LLC History Added to 21,351 10,231 1.11% 1.83% 1373 +904 4.42% Q1 2026 May 12, 2026
Kennon-Green & Company, LLC History Added to 15,348 10,225 8.38% 8.51% 1374 +29 0.19% Q1 2026 Apr 27, 2026
Westmount Partners, LLC History Added to 18,323 10,215 2.51% 2.51% 1375 +1,272 7.46% Q1 2026 Apr 16, 2026
Copos Capital S.a r.l. History No change 20,278 10,192 7.12% 7.12% 1376 0 0.0% Q4 2025 Feb 23, 2026
Icon Wealth Advisors, LLC History Reduced 16,932 10,186 0.66% 0.74% 1377 -575 -3.28% Q1 2026 May 12, 2026
Riverstone Advisors, LLC History Reduced 21,253 10,184 5.02% 5.44% 1378 -1,703 -7.42% Q1 2026 Apr 21, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 21,125 10,122 0.54% 0.56% 1380 +2,373 12.65% Q1 2026 Apr 16, 2026
Avidian Wealth Enterprises, LLC History Added to 21,123 10,122 0.32% 0.37% 1379 +992 4.93% Q1 2026 May 07, 2026
Venator Management LLC History Reduced 18,077 10,097 2.43% 2.4% 1381 -145 -0.8% Q1 2026 May 14, 2026
Plancorp, LLC History Reduced 17,950 10,053 0.29% 0.32% 1382 -5 -0.03% Q1 2026 Apr 14, 2026
MUIRFIELD WEALTH ADVISORS LLC History Added to 20,842 9,987 7.35% 7.66% 1383 +59 0.28% Q1 2026 Apr 22, 2026
Cooper Financial Group History Added to 20,818 9,976 1.01% 0.97% 1384 +2,715 15.0% Q1 2026 Apr 07, 2026
iA Global Asset Management Inc. History Reduced 20,804 9,969 0.14% 0.33% 1385 -31,104 -59.92% Q1 2026 Apr 23, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 20,777 9,956 1.21% 1.23% 1386 +561 2.78% Q1 2026 Apr 27, 2026
Janney Capital Management LLC History No change 19,733 9,919 0.62% 0.62% 1387 0 0.0% Q4 2025 Feb 11, 2026
Nadler Financial Group, Inc. History Reduced 14,649 9,890 0.95% 1.11% 1388 -3,040 -17.19% Q1 2026 May 04, 2026
Seros Financial, LLC History Reduced 20,622 9,882 6.29% 6.99% 1389 -3,103 -13.08% Q1 2026 May 05, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 20,547 9,846 1.46% 1.6% 1390 0 0.0% Q1 2026 May 15, 2026
Canvas Wealth Advisors, LLC History Added to 14,554 9,844 1.67% 1.71% 1391 +537 3.83% Q1 2026 Apr 28, 2026
Penobscot Investment Management Company, Inc. History Added to 17,470 9,807 0.77% 0.77% 1392 +101 0.58% Q1 2026 Apr 29, 2026
Osprey Private Wealth LLC History Added to 20,463 9,805 2.84% 2.75% 1393 +1,433 7.53% Q1 2026 May 01, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 20,427 9,788 0.63% 0.73% 1394 -2,578 -11.21% Q1 2026 May 14, 2026
Luma Capital S.A. - SPF History New 20,376 9,764 9.4% 1395 +20,376 New Q1 2026 Apr 10, 2026
Pavion Blue Capital, LLC History Reduced 18,874 9,762 4.24% 4.27% 1396 -92 -0.49% Q1 2026 May 06, 2026
FAGAN ASSOCIATES, INC. History Added to 20,361 9,756 1.36% 1.31% 1397 +857 4.39% Q1 2026 May 04, 2026
Trust Asset Management LLC History No change 20,344 9,748 0.7% 0.7% 1398 0 0.0% Q1 2026 Apr 20, 2026
Fort Sheridan Advisors LLC History Reduced 15,840 9,743 1.18% 1.34% 1399 -616 -3.74% Q1 2026 May 06, 2026
VALICENTI ADVISORY SERVICES INC History Added to 20,221 9,690 2.11% 2.1% 1400 +220 1.1% Q1 2026 Apr 14, 2026
NWM ADVISORS, LLC History Added to 20,220 9,689 8.83% 8.55% 1401 +659 3.37% Q1 2026 May 13, 2026
SWEENEY & MICHEL, LLC History Added to 20,164 9,682 2.85% 2.97% 1402 +10 0.05% Q1 2026 Apr 16, 2026
Westerkirk Capital Inc. History Reduced 20,147 9,654 1.04% 1.17% 1403 -3,687 -15.47% Q1 2026 May 14, 2026
Verdence Capital Advisors LLC History Reduced 18,617 9,638 0.56% 0.66% 1404 -2,120 -10.22% Q1 2026 Apr 30, 2026
BOCHK Asset Management Ltd History Added to 20,100 9,631 1.99% 0.86% 1405 +13,700 214.06% Q1 2026 May 06, 2026
Avantax Planning Partners, Inc. History Added to 17,102 9,630 0.26% 0.25% 1406 +2,528 17.35% Q1 2026 May 04, 2026
First PREMIER Bank History Reduced 15,579 9,618 2.22% 2.32% 1407 -33 -0.21% Q1 2026 Apr 20, 2026
Game Plan Financial Advisors, LLC History Added to 17,045 9,603 4.32% 3.65% 1408 +1,989 13.21% Q1 2026 Apr 23, 2026
Spartan Wealth Advisory Services LLC History New 18,532 9,598 0.84% 1409 +18,532 New Q1 2026 May 06, 2026
Tevis Investment Management History Added to 20,028 9,597 5.47% 5.77% 1410 +969 5.08% Q1 2026 May 01, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Added to 20,019 9,593 4.6% 4.65% 1411 +1,616 8.78% Q1 2026 May 08, 2026
SIG BROKERAGE, LP History Added to 20,000 9,584 0.25% 0.11% 1412 +13,000 185.71% Q1 2026 May 15, 2026
Clarity Wealth Advisors, LLC History Added to 19,990 9,578 1.97% 2.04% 1413 +98 0.49% Q1 2026 Apr 24, 2026
Lakewood Asset Management LLC History Reduced 19,985 9,576 6.12% 6.86% 1414 -3,260 -14.02% Q1 2026 Apr 22, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 18,464 9,565 0.29% 0.3% 1415 -231 -1.24% Q1 2026 Apr 24, 2026
Arax Advisory Partners History Reduced 15,455 9,559 0.27% 0.34% 1416 -3,585 -18.83% Q1 2026 May 13, 2026
Avestar Capital, LLC History Added to 19,946 9,558 0.61% 0.63% 1417 +619 3.2% Q1 2026 May 13, 2026
BridgePort Financial Solutions, LLC History Reduced 18,444 9,555 2.71% 2.9% 1418 -1,527 -7.65% Q1 2026 Apr 16, 2026
Frank, Rimerman Advisors LLC History Added to 19,939 9,554 0.63% 0.49% 1419 +4,660 30.5% Q1 2026 Apr 29, 2026
Glen Eagle Advisors, LLC History Added to 19,924 9,547 1.34% 1.33% 1420 +489 2.52% Q1 2026 May 15, 2026
Capital Investment Advisory Services, LLC History Added to 16,919 9,542 0.7% 0.7% 1421 +328 1.98% Q1 2026 May 05, 2026
Permanens Capital L.P. History New 19,820 9,497 1.22% 1422 +19,820 New Q1 2026 May 15, 2026
Kathmere Capital Management, LLC History Added to 16,810 9,490 0.58% 0.49% 1423 +1,204 7.71% Q1 2026 Apr 28, 2026
UDINE WEALTH MANAGEMENT, INC. History Added to 19,765 9,471 4.63% 4.23% 1424 +1,976 11.11% Q1 2026 Apr 14, 2026
FULTON BANK, N.A. History Reduced 19,753 9,465 0.33% 0.35% 1425 -403 -2.0% Q1 2026 Apr 24, 2026
CANTOR FITZGERALD, L. P. History No change 19,734 9,456 0.14% 0.15% 1426 0 0.0% Q1 2026 May 15, 2026
Evergreen Wealth Management, LLC History Added to 19,665 9,423 4.86% 3.41% 1427 +6,176 45.79% Q1 2026 May 01, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 4,628 9,394 3.12% 3.59% 1428 +1 0.02% Q1 2026 May 12, 2026
Sunbelt Securities, Inc. History Reduced 19,573 9,379 0.59% 0.69% 1429 -991 -4.82% Q1 2026 May 15, 2026
Ignite Planners, LLC History Reduced 16,578 9,379 1.45% 1.44% 1430 -46 -0.28% Q1 2026 Apr 17, 2026
Councilmark Asset Management, LLC History Reduced 18,054 9,369 5.37% 5.5% 1431 -16 -0.09% Q1 2026 May 12, 2026
Rubicon Global Capital Ltd History No change 13 9,335 3.98% 2.6% 1432 0 0.0% Q1 2026 Apr 27, 2026
WBH ADVISORY INC History Reduced 18,004 9,330 0.7% 0.73% 1433 -209 -1.15% Q1 2026 Apr 27, 2026
Main Street Research LLC History Reduced 11,983 9,330 0.54% 0.56% 1434 -138 -1.14% Q1 2026 Apr 30, 2026
Traynor Capital Management, Inc. History Reduced 16,627 9,316 0.55% 0.53% 1435 -62 -0.37% Q1 2026 May 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 19,436 9,313 0.53% 0.61% 1436 -838 -4.13% Q1 2026 Apr 09, 2026
Lineweaver Wealth Advisors, LLC History Added to 19,395 9,294 1.25% 1.31% 1437 +72 0.37% Q1 2026 Apr 08, 2026
Evolution Wealth Advisors, LLC History Added to 16,394 9,291 0.95% 0.96% 1439 +491 3.09% Q1 2026 May 08, 2026
RK Asset Management, LLC History No change 12,481 9,291 8.76% 8.76% 1438 0 0.0% Q4 2025 Jan 05, 2026
SWAN Capital LLC History Reduced 19,363 9,278 3.41% 4.1% 1440 -1,625 -7.74% Q1 2026 May 14, 2026
Integrated Advisors Network LLC History Reduced 19,350 9,272 0.49% 0.53% 1441 -4,380 -18.46% Q1 2026 Apr 28, 2026
LVW Advisors, LLC History Added to 16,338 9,264 0.88% 0.86% 1442 +2,437 17.53% Q1 2026 Apr 20, 2026
Victrix Investment Advisors History New 19,324 9,260 3.36% 1443 +19,324 New Q1 2026 Apr 09, 2026
ENTERPRISE FINANCIAL SERVICES CORP History Reduced 4,316 9,244 4.69% 4.96% 1444 -116 -2.62% Q1 2026 May 05, 2026
Fairfield Financial Advisors, LTD History Reduced 19,271 9,234 3.18% 3.26% 1445 -645 -3.24% Q1 2026 Apr 27, 2026
TFC Financial Management, Inc. History Reduced 11,753 9,220 1.14% 1.31% 1446 -1,476 -11.16% Q1 2026 Apr 23, 2026
Martin Investment Management, LLC History Reduced 19,238 9,218 2.76% 2.89% 1447 -1,342 -6.52% Q1 2026 May 13, 2026
CONWAY CAPITAL MANAGEMENT, INC. History Reduced 19,219 9,209 4.31% 4.11% 1448 -75 -0.39% Q1 2026 May 06, 2026
Plato Investment Management Ltd History No change 19,147 9,180 0.62% 0.63% 1449 0 0.0% Q1 2026 May 04, 2026
Hilltop National Bank History Added to 11,641 9,166 2.18% 2.31% 1450 +102 0.88% Q1 2026 Apr 02, 2026
Gateway Wealth Partners, LLC History Added to 19,107 9,156 0.36% 0.24% 1451 +14,893 353.42% Q1 2026 May 15, 2026
Mayflower Financial Advisors, LLC History Reduced 19,106 9,155 1.11% 1.23% 1452 -1,143 -5.64% Q1 2026 Apr 23, 2026
Mechanics Bank Trust Department History Reduced 19,083 9,144 1.27% 1.26% 1453 -41 -0.21% Q1 2026 Apr 09, 2026
Capital International Sarl History Added to 19,073 9,139 0.15% 0.14% 1454 +1,447 8.21% Q1 2026 May 13, 2026
AXA S.A. History Added to 19,060 9,133 3.56% 4.25% 1455 +1,190 6.66% Q1 2026 May 15, 2026
Granite Bay Wealth Management, LLC History Added to 19,002 9,103 1.94% 2.14% 1456 +1,333 7.54% Q1 2026 May 01, 2026
Jaffetilchin Investment Partners, LLC History Added to 18,909 9,060 0.54% 0.55% 1457 +96 0.51% Q1 2026 May 13, 2026
MOKAN Wealth Management Inc. History Added to 18,880 9,041 4.0% 4.05% 1458 +720 3.96% Q1 2026 May 01, 2026
MONECO ADVISORS, LLC History Added to 18,794 9,005 0.7% 0.75% 1459 +120 0.64% Q1 2026 May 07, 2026
Stephens Consulting, LLC History No change 17,888 8,991 2.91% 2.91% 1460 0 0.0% Q4 2025 Jan 13, 2026
BROOKTREE CAPITAL MANAGEMENT History Reduced 18,748 8,984 7.12% 7.33% 1461 -3,168 -14.46% Q1 2026 May 06, 2026
Arvest Bank Trust Division History Reduced 17,237 8,977 0.49% 0.52% 1462 -244 -1.4% Q1 2026 May 13, 2026
Marble Harbor Investment Counsel, LLC History Reduced 18,714 8,967 0.97% 1.03% 1463 -445 -2.32% Q1 2026 May 08, 2026
HARVEY CAPITAL MANAGEMENT INC History Reduced 18,671 8,947 2.04% 2.0% 1464 -25 -0.13% Q1 2026 May 11, 2026
Stonehage Fleming Financial Services Holdings Ltd History Added to 18,640 8,932 0.32% 0.16% 1465 +8,605 85.75% Q1 2026 May 13, 2026
FOCUSED ALPHA, LLC History Reduced 14,105 8,912 2.75% 2.89% 1466 -955 -6.34% Q1 2026 May 12, 2026
Fiera Capital Corp History Reduced 11,100 8,907 0.03% 0.03% 1467 -333 -2.91% Q1 2026 May 12, 2026
Concentric Capital Strategies, LP History Reduced 18,586 8,906 0.75% 1.0% 1468 -22,854 -55.15% Q1 2026 May 15, 2026
VIRGINIA WEALTH MANAGEMENT GROUP, INC. History No change 546 8,873 4.75% 5.45% 1469 0 0.0% Q1 2026 Apr 29, 2026
Pegasus Asset Management, Inc. History Added to 16,988 8,858 2.83% 2.84% 1470 +152 0.9% Q1 2026 Apr 20, 2026
FIRST MERCHANTS CORP History Reduced 13,900 8,813 0.34% 0.36% 1471 -972 -6.54% Q1 2026 Apr 16, 2026
JACKSON SQUARE CAPITAL, LLC History Reduced 18,348 8,792 1.84% 1.84% 1472 -155 -0.84% Q1 2026 Apr 13, 2026
WILKINS INVESTMENT COUNSEL INC History No change 18,334 8,785 1.26% 1.34% 1473 0 0.0% Q1 2026 May 07, 2026
Murphy Pohlad Asset Management LLC History Reduced 16,827 8,781 3.15% 3.57% 1474 -166 -0.98% Q1 2026 Apr 14, 2026
AVITY INVESTMENT MANAGEMENT INC. History Reduced 18,308 8,773 0.64% 1.41% 1475 -21,575 -54.1% Q1 2026 Apr 08, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History Added to 18,301 8,769 1.98% 2.22% 1476 +781 4.46% Q1 2026 May 11, 2026
Oliver Luxxe Assets LLC History Added to 3,325 8,769 1.31% 1.38% 1477 +265 8.66% Q1 2026 Apr 08, 2026
Motley Fool Wealth Management, LLC History Reduced 18,292 8,765 0.99% 1.0% 1478 -7,248 -28.38% Q1 2026 May 12, 2026
POTENTIA WEALTH History Added to 18,221 8,731 3.37% 3.22% 1479 +754 4.32% Q1 2026 May 11, 2026
CHEMUNG CANAL TRUST CO History Reduced 18,130 8,687 1.76% 1.81% 1480 -16 -0.09% Q1 2026 Apr 22, 2026
PUZO MICHAEL J History Added to 4,599 8,662 2.52% 2.4% 1481 +590 14.72% Q1 2026 May 07, 2026
MCDONALD PARTNERS LLC History Reduced 17,841 8,645 2.04% 2.88% 1482 -355 -1.95% Q1 2026 May 15, 2026
Phraction Management LLC History Added to 18,040 8,644 1.79% 2.35% 1483 +492 2.8% Q1 2026 Apr 23, 2026
Congress Park Capital LLC History Added to 16,498 8,623 2.65% 2.68% 1484 +165 1.01% Q1 2026 Apr 14, 2026
Acumen Wealth Advisors, LLC History Reduced 17,930 8,592 2.31% 3.71% 1485 -7,691 -30.02% Q1 2026 May 13, 2026
Cross Staff Investments Inc History Added to 16,412 8,582 4.35% 4.91% 1486 +177 1.09% Q1 2026 Apr 23, 2026
Summit Global Investments History Added to 17,886 8,571 0.51% 0.26% 1487 +9,183 105.52% Q1 2026 May 07, 2026
Windsor Advisory Group, LLC History Reduced 7,385 8,562 7.15% 8.31% 1488 -644 -8.02% Q1 2026 May 15, 2026
Reynders McVeigh Capital Management, LLC History Reduced 11,798 8,525 0.43% 0.42% 1489 -137 -1.15% Q1 2026 Apr 27, 2026
Clare Market Investments LLC History New 16,271 8,514 1.78% 1490 +16,271 New Q1 2026 Apr 29, 2026
WNY Asset Management, LLC History New 17,767 8,513 0.88% 1491 +17,767 New Q1 2026 May 22, 2026
Stelac Advisory Services LLC History Added to 17,736 8,499 1.72% 2.29% 1492 +4,846 37.6% Q1 2026 May 08, 2026
REAVES W H & CO INC History Reduced 17,726 8,494 0.14% 0.16% 1493 -25 -0.14% Q1 2026 May 07, 2026
Peterson Wealth Services History Added to 17,702 8,482 2.1% 2.22% 1494 +390 2.25% Q1 2026 Apr 30, 2026
Tortoise Investment Management, LLC History Reduced 17,683 8,473 0.7% 0.82% 1495 -825 -4.46% Q1 2026 May 05, 2026
BOSTON RESEARCH & MANAGEMENT INC History Reduced 17,672 8,468 2.01% 2.1% 1496 -433 -2.39% Q1 2026 Apr 10, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 8,681 8,465 1.19% 1.29% 1497 -711 -7.57% Q1 2026 May 15, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 16,164 8,463 0.62% 0.63% 1498 -915 -5.36% Q1 2026 Apr 20, 2026
SUTTON PLACE INVESTORS LLC History Added to 2,685 8,463 4.63% 4.86% 1499 +97 3.75% Q1 2026 Apr 22, 2026
Dana Investment Advisors, Inc. History Reduced 17,647 8,456 0.25% 0.26% 1500 -140 -0.79% Q1 2026 May 14, 2026
Vanguard National Trust Co History New 13,129 8,444 0.53% 1502 +13,129 New Q1 2026 May 08, 2026
Manhattan West Asset Management, LLC History Added to 17,621 8,444 1.65% 1.69% 1501 +1,189 7.24% Q1 2026 May 14, 2026
Cornerstone Wealth Management, LLC History Added to 16,110 8,437 0.42% 0.42% 1503 +1,377 9.35% Q1 2026 Apr 23, 2026
High Note Wealth, LLC History Added to 17,598 8,432 1.66% 1.72% 1504 +98 0.56% Q1 2026 May 11, 2026
Trifecta Capital Advisors, LLC History Reduced 2,612 8,428 1.3% 1.32% 1505 -112 -4.11% Q1 2026 May 01, 2026
Interval Partners, LP History Added to 17,555 8,412 0.22% 0.16% 1506 +124 0.71% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Added to 17,510 8,390 0.07% 0.01% 1507 +15,273 682.74% Q1 2026 May 15, 2026
Connecticut Wealth Management, LLC History Reduced 17,442 8,358 0.35% 0.4% 1508 -692 -3.82% Q1 2026 Apr 30, 2026
DODGE & COX History No change 11,444 8,354 0.0% 0.0% 1509 0 0.0% Q1 2026 May 14, 2026
INTEGRITY WEALTH ADVISORS, INC. History Added to 17,376 8,326 4.96% 4.74% 1510 +3,524 25.44% Q1 2026 May 14, 2026
SONATA CAPITAL GROUP INC History Reduced 14,306 8,290 3.06% 3.15% 1511 -20 -0.14% Q1 2026 Apr 30, 2026
Tradewinds, LLC. History Reduced 17,514 8,284 2.67% 2.27% 1512 -1,410 -7.45% Q1 2026 May 04, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 17,260 8,270 0.6% 0.57% 1513 -508 -2.86% Q1 2026 Apr 14, 2026
Maven Securities LTD History Reduced 17,256 8,266 0.16% 0.66% 1514 -42,284 -71.02% Q1 2026 May 15, 2026
DCM Advisors, LLC History Added to 17,319 8,261 3.76% 3.59% 1515 +9 0.05% Q1 2026 May 15, 2026
McDonough Capital Management, Inc History Reduced 17,226 8,254 4.51% 4.52% 1516 -1,133 -6.17% Q1 2026 May 13, 2026
ORG Partners LLC History No change 16,422 8,254 1.45% 1.45% 1517 0 0.0% Q4 2025 Jan 14, 2026
Pacifica Partners Inc. History New 17,206 8,245 2.74% 1518 +17,206 New Q1 2026 Apr 09, 2026
Blue Zone Wealth Advisors, LLC History Reduced 17,198 8,241 1.68% 1.66% 1519 -115 -0.66% Q1 2026 Apr 16, 2026
SCHULHOFF & CO INC History No change 674 8,217 3.38% 3.64% 1520 0 0.0% Q1 2026 May 11, 2026
Bank of New Hampshire History Reduced 12,650 8,214 1.88% 1.97% 1521 -284 -2.2% Q1 2026 Apr 13, 2026
Stenger Family Office, LLC History Added to 17,108 8,198 1.45% 1.64% 1522 +1,292 8.17% Q1 2026 Apr 29, 2026
Ethos Financial Group, LLC History Reduced 10,372 8,197 0.6% 0.39% 1523 -21 -0.2% Q1 2026 May 05, 2026
Main Street Financial Solutions, LLC History No change 16,298 8,191 0.61% 0.61% 1524 0 0.0% Q4 2025 Feb 17, 2026
FARMERS TRUST CO History Added to 17,088 8,188 1.29% 0.2% 1525 +14,646 599.75% Q1 2026 Apr 07, 2026
Marble Wealth, LLC History Reduced 11,073 8,176 1.43% 1.39% 1526 -2,777 -20.05% Q1 2026 May 14, 2026
CVA Family Office, LLC History Added to 14,003 8,145 0.86% 0.95% 1527 +541 4.02% Q1 2026 Apr 29, 2026
PROFUND ADVISORS LLC History Reduced 16,977 8,135 0.3% 0.32% 1528 -4,223 -19.92% Q1 2026 Apr 24, 2026
Evergreen Private Wealth LLC History Added to 16,964 8,129 3.29% 3.35% 1529 +59 0.35% Q1 2026 Apr 28, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 16,918 8,107 1.25% 1.24% 1530 -192 -1.12% Q1 2026 May 11, 2026
First Heartland Consultants, Inc. History Added to 16,915 8,105 0.62% 0.64% 1531 +87 0.52% Q1 2026 Apr 08, 2026
Ausdal Financial Partners, Inc. History Added to 13,911 8,101 0.36% 0.39% 1532 +89 0.64% Q1 2026 May 12, 2026
Everhart Financial Group, Inc. History Added to 16,902 8,099 0.69% 0.71% 1533 +1,584 10.34% Q1 2026 Apr 09, 2026
Leelyn Smith, LLC History Reduced 16,886 8,091 1.13% 1.23% 1534 -55 -0.32% Q1 2026 Apr 27, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Added to 16,883 8,090 0.61% 0.18% 1535 +12,755 308.99% Q1 2026 May 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 16,859 8,078 0.17% 0.17% 1536 +539 3.3% Q1 2026 Apr 27, 2026
CENTAURUS FINANCIAL, INC. History Reduced 16,802 8,051 0.38% 0.46% 1537 -3,204 -16.02% Q1 2026 May 18, 2026
Grandview Asset Management LLC History Reduced 16,790 8,045 2.35% 2.4% 1538 -636 -3.65% Q1 2026 May 07, 2026
Salvus Wealth Management, LLC History Reduced 16,790 8,045 4.68% 4.72% 1539 -19 -0.11% Q1 2026 Apr 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 6,295 8,040 0.28% 0.3% 1540 -456 -6.75% Q1 2026 May 11, 2026
GM Advisory Group, LLC History Added to 13,780 8,038 0.31% 0.3% 1541 +1,591 13.05% Q1 2026 Apr 28, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 15,268 8,034 0.9% 0.95% 1542 +590 4.02% Q1 2026 Apr 07, 2026
NovaPoint Capital, LLC History Reduced 16,732 8,017 2.01% 2.38% 1543 -1,635 -8.9% Q1 2026 May 06, 2026
Ellis Investment Partners, LLC History Added to 16,726 8,015 1.39% 1.43% 1544 +397 2.43% Q1 2026 May 12, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History Reduced 16,725 8,014 2.44% 2.85% 1545 -2,485 -12.94% Q1 2026 May 13, 2026
CX Institutional History Reduced 16,709 8,007 0.24% 0.25% 1546 -137 -0.81% Q1 2026 Apr 06, 2026
THOMAS STORY & SON LLC History Reduced 13,704 8,002 3.07% 3.13% 1547 -41 -0.3% Q1 2026 May 05, 2026
Capital Advisors Wealth Management, LLC History Added to 16,665 7,985 1.07% 1.11% 1548 +435 2.68% Q1 2026 Apr 08, 2026
INTREPID CAPITAL MANAGEMENT INC History Added to 13,660 7,981 3.06% 2.58% 1549 +402 3.03% Q1 2026 May 15, 2026
Stiles Financial Services Inc History Added to 16,621 7,964 2.43% 2.53% 1550 +239 1.46% Q1 2026 Apr 30, 2026
Signal Advisors Wealth, LLC History Added to 16,617 7,963 0.55% 0.41% 1551 +6,271 60.61% Q1 2026 Apr 17, 2026
ROCKLAND TRUST CO History Reduced 15,097 7,952 0.32% 0.36% 1552 -1,805 -10.68% Q1 2026 Apr 16, 2026
Legacy CG, LLC History Reduced 16,591 7,950 2.21% 2.35% 1553 -92 -0.55% Q1 2026 May 05, 2026
Alpine Bank Wealth Management History Added to 7,558 7,927 1.15% 1.18% 1554 +20 0.27% Q1 2026 Apr 21, 2026
Northwest & Ethical Investments L.P. History Added to 16,530 7,920 0.18% 0.16% 1555 +2,624 18.87% Q1 2026 May 13, 2026
CITY HOLDING CO History Reduced 16,513 7,913 0.99% 1.06% 1556 -687 -3.99% Q1 2026 Apr 15, 2026
REGATTA CAPITAL GROUP, LLC History Added to 16,513 7,912 1.2% 1.24% 1557 +116 0.71% Q1 2026 Apr 15, 2026
Ellsworth Advisors, LLC History Added to 16,504 7,908 1.49% 1.23% 1558 +3,845 30.37% Q1 2026 Apr 16, 2026
New Republic Capital, LLC History Reduced 16,481 7,897 2.66% 2.92% 1559 -5,273 -24.24% Q1 2026 May 01, 2026
Platform Technology Partners History Added to 16,411 7,864 1.52% 1.66% 1560 +858 5.52% Q1 2026 Apr 27, 2026
Howard Capital Management Inc. History Reduced 16,400 7,858 0.13% 0.17% 1561 -9,796 -37.4% Q1 2026 May 05, 2026
Crew Capital Management, Ltd History Added to 13,387 7,850 5.21% 5.04% 1562 +461 3.57% Q1 2026 Apr 22, 2026
Trust Point Inc. History Reduced 14,838 7,828 0.68% 0.69% 1563 -1,054 -6.63% Q1 2026 Apr 15, 2026
Foyston, Gordon & Payne Inc History No change 16,323 7,821 1.8% 1.79% 1564 0 0.0% Q1 2026 May 11, 2026
Addenda Capital Inc. History New 16,264 7,793 0.22% 1565 +16,264 New Q1 2026 Apr 15, 2026
QUATTRO FINANCIAL ADVISORS LLC History Reduced 16,205 7,765 2.35% 2.44% 1566 -80 -0.49% Q1 2026 Apr 22, 2026
Capital Asset Advisory Services LLC History Reduced 16,411 7,747 0.3% 0.37% 1567 -2,228 -11.95% Q1 2026 Apr 24, 2026
Costello Asset Management, INC History Reduced 16,146 7,737 2.68% 2.7% 1568 -73 -0.45% Q1 2026 Apr 30, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 13,140 7,731 2.12% 2.24% 1569 -83 -0.63% Q1 2026 May 11, 2026
OKABENA INVESTMENT SERVICES INC History Added to 8,640 7,728 1.49% 1.8% 1570 +336 4.05% Q1 2026 May 15, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History Reduced 13,131 7,727 6.04% 6.71% 1571 -609 -4.43% Q1 2026 May 04, 2026
NORDEN GROUP LLC History Added to 16,094 7,712 0.74% 0.76% 1572 +723 4.7% Q1 2026 Apr 15, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 16,054 7,693 0.33% 0.38% 1573 -1,149 -6.68% Q1 2026 May 11, 2026
WENDELL DAVID ASSOCIATES INC History Added to 14,541 7,686 0.84% 0.81% 1574 +200 1.39% Q1 2026 Apr 23, 2026
Checchi Capital Advisers, LLC History Reduced 14,510 7,670 0.39% 0.43% 1575 -559 -3.71% Q1 2026 May 04, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Reduced 15,942 7,639 0.4% 0.61% 1576 -1,195 -6.97% Q1 2026 Apr 15, 2026
Versant Capital Management, Inc History Added to 14,401 7,618 0.75% 0.88% 1578 +1,941 15.58% Q1 2026 Apr 06, 2026
SECURITY NATIONAL BANK OF SO DAK History Reduced 15,899 7,618 3.67% 3.96% 1577 -107 -0.67% Q1 2026 May 15, 2026
E Fund Management Co., Ltd. History New 15,880 7,609 0.23% 1579 +15,880 New Q1 2026 Apr 13, 2026
LS Investment Advisors, LLC History Reduced 15,842 7,591 1.14% 1.16% 1580 -685 -4.14% Q1 2026 Apr 20, 2026
Old Port Advisors History Added to 15,841 7,591 1.75% 1.95% 1581 +39 0.25% Q1 2026 Apr 06, 2026
Koss-Olinger Consulting, LLC History Reduced 15,780 7,561 0.63% 0.66% 1582 -1,141 -6.74% Q1 2026 May 07, 2026
Vienna Asset Management LLC History Reduced 15,769 7,556 5.87% 4.68% 1583 -651 -3.96% Q1 2026 May 12, 2026
Vermillion Wealth Management, Inc. History Reduced 15,703 7,524 2.95% 3.33% 1584 -602 -3.69% Q1 2026 Apr 17, 2026
CJM Wealth Advisers, Ltd. History Added to 15,640 7,494 2.28% 2.34% 1585 +50 0.32% Q1 2026 Apr 13, 2026
Lummis Asset Management, LP History Reduced 15,690 7,485 4.47% 4.97% 1586 -375 -2.33% Q1 2026 May 11, 2026
Aldebaran Financial Inc. History Added to 15,613 7,481 7.11% 7.23% 1587 +100 0.64% Q1 2026 May 14, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 15,558 7,455 0.94% 1.4% 1588 +921 6.29% Q1 2026 May 18, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 14,078 7,452 0.52% 0.55% 1590 -385 -2.66% Q1 2026 May 01, 2026
ATLAS CAPITAL ADVISORS INC. History Added to 11,059 7,452 0.85% 0.87% 1589 +33 0.3% Q1 2026 May 11, 2026
KWMG, LLC History Added to 9,556 7,449 0.62% 0.67% 1591 +149 1.58% Q1 2026 Apr 09, 2026
Smith Asset Management Co., LLC History Added to 15,543 7,448 6.39% 6.2% 1592 +598 4.0% Q1 2026 May 14, 2026
BLUEDOOR PRIVATE WEALTH, LLC History Added to 15,538 7,445 3.45% 3.58% 1593 +107 0.69% Q1 2026 May 05, 2026
Financial Insights, Inc. History New 15,491 7,423 2.41% 1594 +15,491 New Q1 2026 May 18, 2026
Addison Advisors LLC History Reduced 8,000 7,421 1.64% 1.75% 1595 -6 -0.07% Q1 2026 May 08, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Reduced 12,488 7,419 6.39% 6.59% 1596 -710 -5.38% Q1 2026 May 14, 2026
NavPoint Financial, Inc. History Added to 10,983 7,416 3.0% 3.27% 1597 +250 2.33% Q1 2026 Apr 24, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 14,753 7,415 4.32% 4.32% 1598 0 0.0% Q4 2025 Jan 28, 2026
Navera Investment Management Ltd. History Reduced 15,470 7,414 0.19% 0.18% 1599 -1,640 -9.59% Q1 2026 May 12, 2026
BIP Wealth, LLC History Reduced 15,457 7,407 0.3% 0.3% 1600 -1,416 -8.39% Q1 2026 Apr 27, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Added to 15,419 7,388 2.31% 2.29% 1601 +1,065 7.42% Q1 2026 May 13, 2026
WESTPAC BANKING CORP History Added to 15,402 7,380 0.51% 0.32% 1602 +5,291 52.33% Q1 2026 May 11, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 9,409 7,379 1.76% 1.96% 1603 -798 -7.82% Q1 2026 Apr 28, 2026
Klingman & Associates, LLC History Reduced 13,892 7,374 0.35% 0.37% 1604 -10 -0.07% Q1 2026 May 14, 2026
Factor Wealth Management LTD History Reduced 3,409 7,374 1.39% 1.84% 1605 -1 -0.03% Q1 2026 Apr 20, 2026
Redmond Asset Management, LLC History Reduced 15,385 7,372 2.01% 1.99% 1606 -127 -0.82% Q1 2026 May 06, 2026
Root Financial Partners, LLC History Added to 13,886 7,371 0.34% 0.34% 1607 +515 3.85% Q1 2026 Apr 24, 2026
RMR Wealth Builders History Added to 13,856 7,357 0.58% 0.59% 1608 +632 4.78% Q1 2026 Apr 22, 2026
SMART Wealth LLC History Added to 12,270 7,315 2.14% 1.79% 1609 +606 5.2% Q1 2026 Apr 23, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 15,256 7,310 0.36% 0.37% 1610 -199 -1.29% Q1 2026 May 14, 2026
SEAMOUNT FINANCIAL GROUP INC History Added to 15,242 7,303 3.29% 3.39% 1611 +373 2.51% Q1 2026 Apr 24, 2026
Independent Family Office, LLC History Added to 12,217 7,289 3.0% 3.0% 1612 +907 8.02% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Added to 15,181 7,275 0.11% 0.12% 1613 +409 2.77% Q1 2026 May 14, 2026
Samjo Management, LLC History Added to 15,165 7,267 3.14% 2.87% 1614 +410 2.78% Q1 2026 May 15, 2026
Bravias Capital Group, LLC History Added to 15,156 7,262 4.75% 4.27% 1615 +1,106 7.87% Q1 2026 Apr 28, 2026
Richmond Investment Services, LLC History Added to 15,151 7,260 1.17% 1.3% 1616 +147 0.98% Q1 2026 Apr 29, 2026
Trinity Legacy Partners, LLC History Added to 15,195 7,256 1.57% 1.71% 1617 +376 2.54% Q1 2026 Apr 16, 2026
CHICAGO TRUST Co NA History Reduced 9,141 7,251 1.16% 1.41% 1618 -2,766 -23.23% Q1 2026 Apr 24, 2026
Resurgent Financial Advisors LLC History Added to 15,127 7,248 2.62% 2.9% 1619 +3,604 31.28% Q1 2026 May 12, 2026
Sound Portfolio Advisors, LLC History Added to 10,615 7,239 5.88% 6.37% 1620 +23 0.22% Q1 2026 May 04, 2026
Sky Investment Group LLC History Reduced 15,106 7,238 1.24% 1.25% 1621 -7 -0.05% Q1 2026 Apr 16, 2026
Bonfire Financial History Added to 15,030 7,202 5.42% 5.35% 1622 +786 5.52% Q1 2026 May 06, 2026
Aureus Asset Management, LLC History Added to 7,541 7,201 0.48% 0.46% 1623 +663 9.64% Q1 2026 May 13, 2026
Naviter Wealth, LLC History Added to 15,022 7,198 0.9% 0.94% 1624 +628 4.36% Q1 2026 Apr 10, 2026
Azimuth Capital Investment Management LLC History Reduced 13,525 7,198 0.27% 0.3% 1625 -171 -1.25% Q1 2026 May 12, 2026
WEBSTER BANK, N. A. History Reduced 10,517 7,192 0.68% 0.71% 1626 -114 -1.07% Q1 2026 Apr 17, 2026
Cadent Capital Advisors, LLC History Added to 6,019 7,190 1.86% 1.93% 1627 +25 0.42% Q1 2026 Apr 08, 2026
RAHLFS CAPITAL, LLC History Reduced 14,992 7,184 5.28% 5.87% 1628 -50 -0.33% Q1 2026 May 11, 2026
COZAD ASSET MANAGEMENT INC History No change 12,791 7,183 0.56% 0.56% 1629 0 0.0% Q4 2025 Feb 13, 2026
Bulldog Investors, LLP History Added to 10 7,181 1.61% 0.5% 1630 +7 233.33% Q1 2026 May 08, 2026
Cassaday & Co Wealth Management LLC History No change 10 7,181 0.15% 0.16% 1631 0 0.0% Q1 2026 May 07, 2026
SANDERS MORRIS HARRIS LLC History New 1,461 7,159 1.13% 1632 +1,461 New Q1 2026 Apr 09, 2026
Watchman Group, Inc. History Reduced 14,930 7,154 1.73% 1.79% 1633 -2 -0.01% Q1 2026 Apr 20, 2026
INDEPENDENT INVESTORS INC History Reduced 14,887 7,133 1.42% 1.41% 1634 -250 -1.65% Q1 2026 Apr 17, 2026
BRADY FAMILY WEALTH, LLC History Added to 13,348 7,114 2.22% 2.21% 1636 +605 4.75% Q1 2026 Apr 08, 2026
Carson Advisory Inc. History Added to 14,846 7,114 3.69% 3.87% 1635 +45 0.3% Q1 2026 May 07, 2026
Blue Fin Capital, Inc. History No change 14,149 7,111 1.1% 1.1% 1637 0 0.0% Q4 2025 Jan 23, 2026
TRITONPOINT WEALTH, LLC History Reduced 13,335 7,107 0.76% 0.79% 1638 -746 -5.3% Q1 2026 Apr 21, 2026
Tannin Capital LLC History Added to 2,847 7,105 5.16% 1.27% 1639 +16 0.57% Q1 2026 May 12, 2026
Calydon Capital History Reduced 2,839 7,101 1.16% 1.26% 1640 -55 -1.9% Q1 2026 May 15, 2026
Palumbo Wealth Management LLC History Added to 14,758 7,072 1.73% 1.72% 1641 +916 6.62% Q1 2026 May 12, 2026
Wealth Alliance Advisory Group, LLC History Added to 11,757 7,069 1.12% 1.24% 1642 +388 3.41% Q1 2026 Apr 09, 2026
Journey Advisory Group, LLC History Reduced 5,750 7,061 0.6% 0.67% 1643 -1,010 -14.94% Q1 2026 May 05, 2026
Drystone LLC History No change 14,730 7,058 6.36% 6.66% 1644 0 0.0% Q1 2026 May 06, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 13,226 7,055 0.23% 0.26% 1645 -1,389 -9.5% Q1 2026 Apr 30, 2026
MBL Wealth, LLC History Reduced 13,211 7,048 0.53% 0.6% 1647 -296 -2.19% Q1 2026 Apr 28, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 14,708 7,048 1.47% 1.58% 1646 -239 -1.6% Q1 2026 Apr 20, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 14,689 7,038 0.0% 0.02% 1648 -55,888 -79.19% Q1 2026 May 14, 2026
Blankinship & Foster, LLC History Reduced 7,156 7,017 1.55% 1.59% 1649 -2 -0.03% Q1 2026 Apr 17, 2026
CLG LLC History Added to 14,631 7,011 1.74% 1.62% 1650 +1,694 13.09% Q1 2026 May 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 11,633 7,009 0.43% 0.42% 1651 -214,241 -94.85% Q1 2026 May 12, 2026
WADDELL & ASSOCIATES, LLC History Added to 14,621 7,006 0.4% 0.5% 1652 +15 0.1% Q1 2026 May 11, 2026
Xcel Wealth Management, LLC History Added to 13,115 7,002 1.94% 1.73% 1653 +1,095 9.11% Q1 2026 Apr 21, 2026
Colonial Trust Co / SC History Reduced 14,604 6,998 0.95% 0.99% 1654 -155 -1.05% Q1 2026 May 12, 2026
Private Wealth Group, LLC History Reduced 14,544 6,969 3.25% 3.51% 1655 -34 -0.23% Q1 2026 Apr 23, 2026
Nvest Financial, LLC History Added to 14,507 6,951 2.59% 2.94% 1656 +428 3.04% Q1 2026 Apr 28, 2026
Duncan Williams Asset Management, LLC History Reduced 14,488 6,942 1.92% 1.83% 1657 -123 -0.84% Q1 2026 May 05, 2026
Titiun Yejiel History Added to 6,997 6,941 6.99% 6.03% 1658 +4,492 179.32% Q1 2026 May 04, 2026
Strategic Advisors LLC History Reduced 14,460 6,929 1.15% 1.21% 1659 -901 -5.87% Q1 2026 May 14, 2026
Wernau Asset Management Inc. History Reduced 14,449 6,924 4.83% 3.93% 1660 -19 -0.13% Q1 2026 Apr 22, 2026
Premier Path Wealth Partners, LLC History Added to 11,448 6,921 0.9% 0.86% 1661 +1,158 11.25% Q1 2026 Apr 23, 2026
CERTUITY, LLC History Added to 14,455 6,909 0.45% 0.39% 1662 +2,168 17.64% Q1 2026 May 11, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 9,917 6,905 0.37% 0.41% 1663 -331 -3.23% Q1 2026 May 06, 2026
Magnus Financial Group LLC History Reduced 12,905 6,901 0.56% 0.6% 1664 -1,135 -8.08% Q1 2026 Apr 10, 2026
FORBES J M & CO LLP History Added to 12,894 6,896 0.58% 0.56% 1665 +520 4.2% Q1 2026 Apr 16, 2026
MinichMacGregor Wealth Management, LLC History Added to 14,375 6,888 1.22% 1.21% 1666 +1,096 8.25% Q1 2026 Apr 20, 2026
Knuff & Co LLC History Reduced 14,367 6,884 2.07% 2.51% 1667 -2,546 -15.05% Q1 2026 May 11, 2026
Pine Harbor Wealth Management, LLC History Reduced 5,360 6,874 2.06% 2.28% 1668 -427 -7.38% Q1 2026 Apr 28, 2026
FourThought Financial Partners, LLC History Reduced 11,333 6,866 0.59% 0.64% 1669 -669 -5.57% Q1 2026 May 07, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Added to 3,840 6,863 3.14% 3.21% 1670 +805 26.52% Q1 2026 May 14, 2026
Advisory Alpha, LLC History Added to 14,297 6,851 0.19% 0.18% 1671 +1,076 8.14% Q1 2026 May 14, 2026
Total Clarity Wealth Management, Inc. History Reduced 6,804 6,848 1.61% 1.76% 1672 -140 -2.02% Q1 2026 Apr 17, 2026
Csenge Advisory Group History Added to 12,791 6,846 0.31% 0.3% 1673 +939 7.92% Q1 2026 Apr 30, 2026
Southland Equity Partners LLC History Reduced 14,277 6,841 1.33% 1.42% 1674 -56 -0.39% Q1 2026 Apr 14, 2026
Core Wealth Partners LLC History Reduced 14,273 6,839 3.18% 3.27% 1675 -176 -1.22% Q1 2026 May 08, 2026
Douglas Lane & Associates, LLC History Reduced 14,243 6,825 0.1% 0.1% 1676 -431 -2.94% Q1 2026 Apr 15, 2026
Symphony Financial, Ltd. Co. History Added to 14,331 6,821 0.9% 0.8% 1677 +2,529 21.43% Q1 2026 Apr 30, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 14,232 6,819 0.8% 0.43% 1678 +7,898 124.69% Q1 2026 Apr 30, 2026
Institute for Wealth Management, LLC. History Reduced 9,730 6,815 0.73% 0.84% 1679 -99 -1.01% Q1 2026 May 13, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 14,218 6,813 0.65% 0.69% 1680 -147 -1.02% Q1 2026 Apr 09, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History Reduced 14,161 6,786 1.27% 1.37% 1681 -340 -2.34% Q1 2026 May 05, 2026
CHAPMAN FINANCIAL GROUP, LLC History Reduced 14,130 6,771 4.84% 4.96% 1682 -365 -2.52% Q1 2026 May 12, 2026
Confluence Wealth Services, Inc. History Added to 14,118 6,765 0.26% 0.29% 1683 +133 0.95% Q1 2026 May 07, 2026
Clearstead Trust, LLC History Added to 11,118 6,763 1.1% 1.12% 1684 +24 0.22% Q1 2026 May 06, 2026
Apollon Financial, LLC History Added to 14,112 6,762 0.94% 1.02% 1685 +118 0.84% Q1 2026 Apr 22, 2026
KKM Financial LLC History No change 13,449 6,760 1.2% 1.2% 1686 0 0.0% Q1 2026 May 15, 2026
Aviso Financial Inc. History Added to 14,098 6,755 0.24% 0.27% 1687 +202 1.45% Q1 2026 May 13, 2026
Acropolis Investment Management, LLC History Reduced 14,073 6,743 0.3% 0.32% 1688 -17 -0.12% Q1 2026 Apr 09, 2026
MCF Advisors LLC History Added to 14,043 6,729 0.29% 0.29% 1689 +3,482 32.97% Q1 2026 May 11, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 14,043 6,729 1.75% 1.83% 1690 +6 0.04% Q1 2026 May 05, 2026
CORTLAND ASSOCIATES INC/MO History Reduced 5,037 6,720 0.96% 1.6% 1691 -594 -10.55% Q1 2026 Apr 30, 2026
Capital Wealth Alliance, LLC History Added to 12,518 6,716 3.04% 2.98% 1692 +17 0.14% Q1 2026 May 13, 2026
Birnam Oak Advisors, LP History Reduced 14,000 6,708 1.52% 1.8% 1693 -2,000 -12.5% Q1 2026 May 12, 2026
INKWELL CAPITAL LLC History Reduced 13,949 6,684 6.81% 7.2% 1694 -160 -1.13% Q1 2026 May 15, 2026
HORAN Wealth, LLC History Added to 13,838 6,684 0.64% 1.07% 1695 +14 0.1% Q1 2026 May 08, 2026
Sun Group Wealth Partners History Added to 13,942 6,681 5.25% 5.29% 1696 +822 6.27% Q1 2026 May 06, 2026
Hills Bank & Trust Co History Added to 6,448 6,678 0.32% 0.38% 1697 +1,036 19.14% Q1 2026 May 01, 2026
Trust Co History Reduced 13,930 6,675 0.63% 0.71% 1698 -1,058 -7.06% Q1 2026 Apr 13, 2026
TOWER BRIDGE ADVISORS History No change 12,427 6,672 0.64% 0.71% 1699 0 0.0% Q1 2026 May 12, 2026
Regent Peak Wealth Advisors LLC History Added to 10,908 6,662 1.36% 1.35% 1700 +234 2.19% Q1 2026 Apr 14, 2026
Qtron Investments LLC History Added to 13,876 6,649 0.9% 0.91% 1701 +4 0.03% Q1 2026 May 15, 2026
Signet Investment Advisory Group, Inc. History Added to 13,850 6,636 3.04% 3.17% 1702 +259 1.91% Q1 2026 May 13, 2026
Inscription Capital, LLC History Added to 9,353 6,634 0.7% 0.79% 1703 +23 0.25% Q1 2026 Apr 20, 2026
Tsai Capital Corp History Added to 13,819 6,622 4.93% 3.46% 1704 +3,702 36.59% Q1 2026 May 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 13,811 6,618 1.61% 1.66% 1705 +387 2.88% Q1 2026 Apr 10, 2026
Slow Capital, Inc. History Added to 13,788 6,607 0.86% 0.74% 1706 +1,442 11.68% Q1 2026 Apr 24, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 10,766 6,594 0.99% 1.14% 1707 -684 -5.97% Q1 2026 Apr 14, 2026
TigerOak Management, L.L.C. History Reduced 1,775 6,591 2.08% 2.12% 1708 -66 -3.59% Q1 2026 Apr 21, 2026
CRA Financial Services, LLC History Reduced 10,749 6,586 0.86% 0.94% 1709 -603 -5.31% Q1 2026 Apr 09, 2026
TRUE Private Wealth Advisors History Added to 12,237 6,581 0.63% 0.69% 1710 +126 1.04% Q1 2026 May 15, 2026
San Luis Wealth Advisors LLC History Added to 13,724 6,576 1.09% 1.12% 1712 +436 3.28% Q1 2026 Apr 29, 2026
Krilogy Financial LLC History Added to 13,841 6,576 0.21% 0.22% 1711 +172 1.26% Q1 2026 Apr 17, 2026
Apriem Advisors History Reduced 13,720 6,574 0.63% 0.66% 1713 -567 -3.97% Q1 2026 May 14, 2026
Ransom Advisory, Ltd History No change 13,045 6,557 2.58% 2.58% 1714 0 0.0% Q4 2025 Jan 06, 2026
Garrett Wealth Advisory Group, LLC History Added to 13,660 6,545 1.16% 1.19% 1715 +1,080 8.59% Q1 2026 Apr 27, 2026
Overbrook Management Corp History Reduced 13,648 6,540 1.24% 1.22% 1716 -368 -2.63% Q1 2026 Apr 09, 2026
Greystone Financial Group, LLC History Reduced 13,625 6,529 1.85% 2.12% 1717 -13,398 -49.58% Q1 2026 Apr 24, 2026
SageView Advisory Group, LLC History No change 12,986 6,527 0.22% 0.22% 1718 0 0.0% Q4 2025 Feb 17, 2026
Flagstone Financial Management History Reduced 12,119 6,525 1.62% 1.76% 1719 -71 -0.58% Q1 2026 Apr 27, 2026
ANB BANK History Reduced 13,609 6,521 2.64% 2.73% 1720 -77 -0.56% Q1 2026 May 06, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 13,602 6,518 1.1% 1.11% 1721 +14 0.1% Q1 2026 Apr 29, 2026
Bill Few Associates, Inc. History Added to 10,591 6,510 1.56% 1.65% 1722 +231 2.23% Q1 2026 Apr 08, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 13,580 6,507 1.37% 1.17% 1723 +1,641 13.74% Q1 2026 Apr 13, 2026
Global Trust Asset Management, LLC History Reduced 13,574 6,504 2.49% 2.73% 1724 -165 -1.2% Q1 2026 Apr 23, 2026
Simplicity Wealth,LLC History Added to 13,571 6,503 0.37% 0.36% 1726 +1,536 12.76% Q1 2026 Apr 30, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Reduced 13,572 6,503 0.88% 0.92% 1725 -30 -0.22% Q1 2026 May 15, 2026
DURANTE & WATERS, LLC History No change 3,087 6,502 4.71% 4.76% 1727 0 0.0% Q1 2026 May 06, 2026
City State Bank History Added to 13,553 6,494 1.69% 1.83% 1728 +229 1.72% Q1 2026 Apr 20, 2026
CMH Wealth Management LLC History Added to 13,550 6,493 1.11% 0.31% 1729 +10,635 364.84% Q1 2026 Apr 13, 2026
Baker Avenue Asset Management, LP History Added to 12,050 6,492 0.15% 0.15% 1730 +997 9.02% Q1 2026 May 12, 2026
PACIFIC SUN FINANCIAL CORP History Added to 13,547 6,491 3.14% 3.19% 1731 +387 2.94% Q1 2026 May 07, 2026
Mason & Associates Inc History Reduced 13,667 6,487 1.26% 1.4% 1732 -1,097 -7.43% Q1 2026 Apr 30, 2026
WealthShield Partners, LLC History Added to 13,513 6,475 0.72% 0.72% 1733 +538 4.15% Q1 2026 May 01, 2026
MSH Capital Advisors LLC History Reduced 13,491 6,464 1.37% 1.89% 1734 -1,123 -7.68% Q1 2026 May 08, 2026
Core Alternative Capital History Reduced 13,474 6,456 1.91% 2.04% 1735 -1,230 -8.37% Q1 2026 Apr 30, 2026
LMG Wealth Partners, LLC History Added to 13,463 6,451 1.18% 1.25% 1736 +99 0.74% Q1 2026 Apr 17, 2026
Pilgrim Partners Asia Pte Ltd History Added to 13,460 6,450 2.63% 2.79% 1737 +1,850 15.93% Q1 2026 May 12, 2026
Capstone Financial Advisors, Inc. History Reduced 2,944 6,434 0.35% 0.39% 1738 -1,202 -28.99% Q1 2026 May 15, 2026
4J Wealth Management LLC History Reduced 13,423 6,432 3.66% 3.88% 1739 -51 -0.38% Q1 2026 May 05, 2026
Ridgepath Capital Management LLC History Reduced 11,916 6,427 3.19% 3.92% 1740 -3,552 -22.96% Q1 2026 May 07, 2026
Pine Valley Investments Ltd Liability Co History No change 12,783 6,425 0.3% 0.3% 1741 0 0.0% Q4 2025 Feb 13, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Reduced 7,410 6,421 0.57% 0.71% 1742 -330 -4.26% Q1 2026 Apr 23, 2026
Ducere Wealth Management LLC History Reduced 13,396 6,419 2.55% 2.64% 1743 -193 -1.42% Q1 2026 May 11, 2026
GAM Holding AG History No change 12,731 6,399 0.41% 0.41% 1744 0 0.0% Q4 2025 Feb 17, 2026
LOUISBOURG INVESTMENTS INC. History Reduced 1,360 6,392 1.21% 1.34% 1745 -14 -1.02% Q1 2026 Apr 22, 2026
TCV Trust & Wealth Management, Inc. History Reduced 10,338 6,389 0.54% 0.59% 1746 -1,280 -11.02% Q1 2026 Apr 21, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 13,281 6,364 0.12% 0.15% 1747 -3,747 -22.0% Q1 2026 Apr 13, 2026
Morningstar Investment Management LLC History Added to 13,282 6,364 0.39% 0.37% 1748 +704 5.6% Q1 2026 May 14, 2026
INSPIRE TRUST CO, N.A. History Added to 13,255 6,351 0.98% 1.09% 1749 +55 0.42% Q1 2026 May 11, 2026
Meridian Wealth Advisors, LLC History Reduced 13,233 6,341 0.84% 0.94% 1750 -206 -1.53% Q1 2026 May 11, 2026
DELTA ASSET MANAGEMENT LLC/TN History Reduced 8,738 6,340 0.58% 0.43% 1751 -1,259 -12.59% Q1 2026 May 11, 2026
NATURAL INVESTMENTS, LLC History Added to 2,747 6,339 1.56% 0.63% 1752 +709 34.79% Q1 2026 May 01, 2026
McIlrath & Eck, LLC History Added to 13,202 6,326 0.47% 0.61% 1753 +219 1.69% Q1 2026 May 19, 2026
MARTIN & CO INC /TN/ History Added to 13,158 6,305 1.07% 1.11% 1754 +248 1.92% Q1 2026 May 13, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Reduced 12,901 6,293 2.91% 3.2% 1755 -465 -3.48% Q1 2026 Apr 22, 2026
LATHROP INVESTMENT MANAGEMENT CO History Added to 10,125 6,287 1.18% 1.2% 1756 +15 0.15% Q1 2026 May 12, 2026
Trust Co of the South History Added to 13,106 6,280 1.01% 1.05% 1757 +71 0.54% Q1 2026 Apr 06, 2026
DAGCO, INC. History Added to 13,090 6,272 1.36% 1.46% 1758 +498 3.95% Q1 2026 Apr 20, 2026
1ST SOURCE BANK History Reduced 13,068 6,262 0.32% 0.35% 1759 -368 -2.74% Q1 2026 May 04, 2026
Canopy Partners, LLC History Added to 4,050 6,246 2.14% 2.14% 1760 +14 0.35% Q1 2026 May 11, 2026
SG Trading Solutions, LLC History No change 12,424 6,245 1.45% 1.45% 1761 0 0.0% Q4 2025 Feb 24, 2026
Venturi Wealth Management, LLC History Added to 8,527 6,238 0.28% 0.29% 1762 +237 2.86% Q1 2026 Apr 21, 2026
LYNCH & ASSOCIATES/IN History Reduced 13,012 6,235 1.17% 1.24% 1763 -69 -0.53% Q1 2026 Apr 08, 2026
Jump Financial, LLC History Added to 13,007 6,232 0.08% 0.07% 1764 +1,330 11.39% Q1 2026 May 14, 2026
Synergy Asset Management, LLC History Reduced 12,999 6,229 0.66% 0.81% 1766 -2,489 -16.07% Q1 2026 May 13, 2026
ROYCE & ASSOCIATES LP History Added to 13,000 6,229 0.06% 0.06% 1765 +1,500 13.04% Q1 2026 May 12, 2026
New Hampshire Trust History Reduced 12,972 6,216 1.25% 1.29% 1767 -222 -1.68% Q1 2026 Apr 20, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 12,971 6,215 1.42% 1.47% 1768 +141 1.1% Q1 2026 Apr 16, 2026
KINTRA WEALTH, LLC History Added to 12,952 6,206 0.44% 0.36% 1769 +7,802 151.5% Q1 2026 May 15, 2026
RWQ Financial Management Services, Inc. History New 12,900 6,181 4.03% 1770 +12,900 New Q1 2026 May 14, 2026
Asset One Wealth Management LLC History Added to 7,175 6,174 0.68% 0.46% 1771 +349 5.11% Q1 2026 May 12, 2026
TWIN CAPITAL MANAGEMENT INC History Reduced 12,844 6,154 0.79% 1.05% 1772 -4,034 -23.9% Q1 2026 May 05, 2026
Creegan & Nassoura Financial Group, LLC History No change 12,245 6,154 4.0% 4.0% 1773 0 0.0% Q4 2025 Feb 17, 2026
First Command Advisory Services, Inc. History Added to 12,834 6,150 0.04% 0.04% 1774 +102 0.8% Q1 2026 May 07, 2026
Trivium Point Advisory, LLC History Reduced 12,823 6,144 1.11% 0.8% 1775 -2,993 -18.92% Q1 2026 Apr 21, 2026
Balefire, LLC History Added to 12,801 6,134 1.16% 1.13% 1776 +1,281 11.12% Q1 2026 May 07, 2026
PRIVATE TRUST CO NA History Reduced 12,781 6,124 0.55% 0.56% 1777 -40 -0.31% Q1 2026 Apr 30, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Reduced 5,289 6,122 0.32% 0.28% 1778 -521 -8.97% Q1 2026 May 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 8,202 6,083 0.02% 0.01% 1779 +2,809 52.09% Q1 2026 May 14, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 8,150 6,058 1.09% 1.06% 1781 -533 -6.14% Q1 2026 Apr 29, 2026
PROSPERITY BANCSHARES INC History Reduced 2,160 6,058 4.86% 5.78% 1780 -73 -3.27% Q1 2026 May 12, 2026
D L CARLSON INVESTMENT GROUP INC History Reduced 12,623 6,049 1.04% 1.07% 1782 -47 -0.37% Q1 2026 May 13, 2026
Soltis Investment Advisors LLC History Reduced 12,618 6,046 0.38% 0.48% 1783 -273 -2.12% Q1 2026 Apr 27, 2026
Quantum Capital Management, LLC / NJ History Reduced 12,613 6,044 0.77% 0.76% 1784 -370 -2.85% Q1 2026 May 13, 2026
Arete Wealth Advisors, LLC History Reduced 12,614 6,043 0.45% 0.54% 1786 -3,375 -21.11% Q1 2026 May 20, 2026
Formidable Asset Management, LLC History Added to 10,523 6,043 0.93% 0.86% 1785 +214 2.08% Q1 2026 Apr 22, 2026
Sepio Capital, LP History Added to 12,603 6,039 0.33% 0.37% 1788 +638 5.33% Q1 2026 May 13, 2026
SRH ADVISORS, LLC History Reduced 9,609 6,039 1.73% 1.84% 1787 -130 -1.33% Q1 2026 Apr 29, 2026
Marks Group Wealth Management, Inc History Reduced 8,086 6,027 0.58% 0.69% 1789 -1,824 -18.41% Q1 2026 May 05, 2026
Bernard Wealth Management Corp. History Reduced 9,582 6,027 2.57% 2.63% 1790 -290 -2.94% Q1 2026 May 14, 2026
Sterling Investment Counsel, LLC History Added to 11,060 6,017 1.69% 1.78% 1791 +87 0.79% Q1 2026 Apr 16, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 12,553 6,015 0.04% 1792 +12,553 New Q1 2026 May 13, 2026
LBMC INVESTMENT ADVISORS, LLC History Reduced 12,551 6,014 0.37% 0.39% 1793 -20 -0.16% Q1 2026 May 14, 2026
PCM Encore, LLC History Added to 12,548 6,013 1.24% 1.26% 1794 +775 6.58% Q1 2026 May 12, 2026
Fielder Capital Group LLC History Reduced 12,544 6,011 1.31% 1.39% 1795 -488 -3.74% Q1 2026 May 12, 2026
West Branch Capital LLC History Added to 12,505 5,992 1.6% 1.58% 1796 +334 2.74% Q1 2026 Apr 14, 2026
Arrowroot Family Office, LLC History Added to 11,005 5,991 1.98% 1.99% 1797 +1,615 17.2% Q1 2026 May 15, 2026
VANCE WEALTH, LLC History Added to 9,464 5,970 1.72% 1.73% 1798 +909 10.63% Q1 2026 May 15, 2026
Womack Financial LLC History Added to 12,455 5,968 4.39% 4.53% 1799 +241 1.97% Q1 2026 May 11, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History Reduced 12,452 5,966 2.25% 2.31% 1800 -370 -2.89% Q1 2026 May 08, 2026
Supplemental Annuity Collective Trust of NJ History Added to 12,416 5,949 1.68% 1.23% 1801 +2,926 30.83% Q1 2026 May 01, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 12,384 5,934 2.07% 2.21% 1802 +262 2.16% Q1 2026 Apr 21, 2026
Uncommon Cents Investing LLC History Added to 12,378 5,931 1.38% 1.49% 1803 +130 1.06% Q1 2026 Apr 15, 2026
Ballast, Inc. History Reduced 10,863 5,923 1.37% 1.47% 1804 -173 -1.57% Q1 2026 May 15, 2026
SGL Investment Advisors, Inc. History Added to 12,347 5,921 2.22% 2.48% 1805 +64 0.52% Q1 2026 May 12, 2026
BALLAST ADVISORS LLC History Added to 12,343 5,915 1.72% 1.67% 1806 +331 2.76% Q1 2026 May 12, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Added to 12,317 5,902 2.6% 2.64% 1807 +254 2.11% Q1 2026 May 05, 2026
Pinion Investment Advisors, LLC History Reduced 9,315 5,899 1.38% 1.56% 1808 -438 -4.49% Q1 2026 Apr 24, 2026
Compton Wealth Advisory Group, LLC History Added to 12,301 5,886 1.31% 1.34% 1809 +89 0.73% Q1 2026 Apr 14, 2026
Pointe Capital Management LLC History Reduced 12,270 5,879 2.91% 3.14% 1810 -330 -2.62% Q1 2026 May 15, 2026
BRASADA CAPITAL MANAGEMENT, LP History Reduced 12,330 5,873 1.08% 1.25% 1811 -2,543 -17.1% Q1 2026 May 15, 2026
Madison Park Capital Advisors, LLC History Added to 12,252 5,871 4.61% 4.98% 1812 +43 0.35% Q1 2026 Apr 22, 2026
Curtis Advisory Group, LLC History Reduced 12,236 5,863 1.26% 1.29% 1813 -5 -0.04% Q1 2026 May 08, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Reduced 4,736 5,857 2.71% 3.87% 1814 -78,561 -94.31% Q1 2026 Apr 15, 2026
IPG Investment Advisors LLC History Added to 9,220 5,853 1.01% 1.05% 1815 +344 3.88% Q1 2026 May 12, 2026
Garde Capital, Inc. History Added to 10,701 5,845 0.35% 0.35% 1816 +510 5.0% Q1 2026 Apr 28, 2026
HCR Wealth Advisors History No change 12,191 5,841 0.61% 0.61% 1817 0 0.0% Q1 2026 Apr 21, 2026
Granite Investment Partners, LLC History Added to 12,189 5,840 0.36% 0.35% 1818 +521 4.47% Q1 2026 Apr 30, 2026
Continuum Advisory, LLC History Reduced 10,618 5,805 0.56% 0.63% 1820 -428 -3.87% Q1 2026 Apr 22, 2026
Genesee Capital Advisors, LLC History Reduced 12,115 5,805 2.43% 2.5% 1819 -251 -2.03% Q1 2026 Apr 22, 2026
VALLEY NATIONAL ADVISERS INC History Added to 9,108 5,799 0.75% 0.84% 1821 +12 0.13% Q1 2026 Apr 15, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 12,059 5,778 1.04% 1.09% 1822 +60 0.5% Q1 2026 Apr 29, 2026
Clayton Partners LLC History Added to 12,043 5,771 4.2% 4.36% 1823 +32 0.27% Q1 2026 May 15, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 10,543 5,769 0.21% 0.16% 1824 +3,001 39.79% Q1 2026 Apr 24, 2026
Parisi Gray Wealth Management History Reduced 10,518 5,757 1.37% 1.49% 1825 -1,078 -9.3% Q1 2026 Apr 08, 2026
LeClair Wealth Partners LLC History Reduced 8 5,745 1.99% 1.71% 1828 -5,847 -99.86% Q1 2026 May 05, 2026
Argos Wealth Advisors, LLC History No change 8 5,745 1.65% 1.62% 1826 0 0.0% Q1 2026 Apr 27, 2026
Blue Water Asset Management History No change 8 5,745 1.99% 2.17% 1827 0 0.0% Q1 2026 May 05, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History Added to 7,495 5,744 1.4% 1.08% 1829 +42 0.56% Q1 2026 May 12, 2026
Shearwater Capital LLC History Added to 10,468 5,733 3.01% 0.27% 1830 +9,519 1003.06% Q1 2026 Apr 09, 2026
Sunpointe, LLC History Added to 2,979 5,733 1.88% 1.98% 1831 +105 3.65% Q1 2026 Apr 21, 2026
Union Heritage Capital, LLC History No change 11,916 5,710 2.12% 2.03% 1832 0 0.0% Q1 2026 May 20, 2026
Harfst & Associates, Inc. History Added to 8,915 5,707 1.02% 1.08% 1833 +50 0.56% Q1 2026 May 12, 2026
Capital International, Inc./CA/ History Added to 11,900 5,702 0.04% 0.02% 1834 +6,021 102.42% Q1 2026 May 13, 2026
Ahara Advisors LLC History Added to 11,827 5,667 4.74% 5.39% 1835 +20 0.17% Q1 2026 May 14, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 11,811 5,659 0.67% 0.61% 1836 +913 8.38% Q1 2026 May 11, 2026
Lumbard & Kellner, LLC History Added to 4,300 5,648 1.96% 2.05% 1837 +144 3.46% Q1 2026 May 15, 2026
CLOVERFIELDS CAPITAL GROUP, LP History Reduced 11,784 5,646 1.83% 1.84% 1838 -45 -0.38% Q1 2026 May 14, 2026
Diligent Investors, LLC History Reduced 11,773 5,641 1.4% 1.47% 1839 -88 -0.74% Q1 2026 Apr 15, 2026
BWM Planning, LLC History Added to 11,760 5,635 1.49% 1.4% 1840 +1,373 13.22% Q1 2026 Apr 21, 2026
Quotient Wealth Partners, LLC History Reduced 11,757 5,634 0.15% 0.16% 1841 -22 -0.19% Q1 2026 Apr 16, 2026
Y.D. More Investments Ltd History Reduced 11,767 5,627 0.22% 0.3% 1842 -734 -5.87% Q1 2026 May 04, 2026
EPIQ PARTNERS, LLC History Added to 8,740 5,623 2.63% 2.7% 1843 +220 2.58% Q1 2026 Apr 09, 2026
Ceeto Capital Group, LLC History Reduced 11,681 5,598 1.72% 1.76% 1844 -334 -2.78% Q1 2026 May 14, 2026
MidWestOne Financial Group, Inc. History No change 11,135 5,597 0.62% 0.62% 1845 0 0.0% Q4 2025 Feb 12, 2026
Allie Family Office LLC History Added to 2,678 5,588 2.45% 2.39% 1846 +1 0.04% Q1 2026 May 13, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 2,672 5,586 0.86% 0.34% 1847 +10 0.38% Q1 2026 May 07, 2026
VeraBank, N.A. History Added to 11,636 5,575 1.02% 1.06% 1848 +58 0.5% Q1 2026 May 11, 2026
Global Assets Advisory, LLC History Reduced 11,630 5,573 1.6% 1.9% 1849 -1,560 -11.83% Q1 2026 May 01, 2026
Sierra Legacy Group History Added to 11,626 5,571 4.25% 4.26% 1850 +77 0.67% Q1 2026 May 13, 2026
WESTCO ADVISORY SERVICES INC /ADV History Reduced 11,620 5,568 3.58% 3.65% 1851 -188 -1.59% Q1 2026 May 11, 2026
Johnson Bixby & Associates, LLC History Reduced 10,104 5,559 0.69% 0.73% 1852 -190 -1.85% Q1 2026 Apr 16, 2026
MATRIX ASSET ADVISORS INC/NY History No change 11,595 5,556 0.51% 0.52% 1853 0 0.0% Q1 2026 Apr 22, 2026
IF Advisors, LLC History Reduced 11,573 5,545 3.92% 5.09% 1854 -892 -7.16% Q1 2026 May 13, 2026
Beaton Management Co. Inc. History No change 2,584 5,544 2.47% 2.57% 1855 0 0.0% Q1 2026 May 12, 2026
Sivia Capital Partners, LLC History Reduced 11,562 5,540 1.07% 1.57% 1856 -3,836 -24.91% Q1 2026 May 12, 2026
L. Roy Papp & Associates, LLP History Added to 11,552 5,535 0.64% 0.63% 1857 +255 2.26% Q1 2026 Apr 14, 2026
CAPITAL INTERNATIONAL LTD /CA/ History Reduced 11,507 5,514 0.2% 0.22% 1858 -1,124 -8.9% Q1 2026 May 13, 2026
Verity & Verity, LLC History No change 4,015 5,512 0.41% 0.45% 1859 0 0.0% Q1 2026 Apr 15, 2026
MASTERINVEST Kapitalanlage GmbH History Added to 5,508 5,510 0.57% 0.53% 1860 +396 7.75% Q1 2026 May 05, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 11,486 5,504 2.23% 2.49% 1861 0 0.0% Q1 2026 Apr 28, 2026
Elm Partners Management LLC History Added to 2,588 5,501 0.24% 0.25% 1862 +472 22.31% Q1 2026 May 13, 2026
SUMITOMO LIFE INSURANCE CO History Added to 11,477 5,499 0.13% 0.15% 1863 +289 2.58% Q1 2026 May 12, 2026
Greater Midwest Financial Group, LLC History Added to 11,471 5,497 2.95% 2.75% 1864 +1,685 17.22% Q1 2026 Apr 24, 2026
Clark Asset Management, LLC History Added to 5,460 5,487 0.52% 0.44% 1865 +1,525 38.75% Q1 2026 Apr 16, 2026
Compass Ion Advisors, LLC History Added to 11,450 5,486 0.52% 0.54% 1866 +70 0.62% Q1 2026 Apr 13, 2026
180 WEALTH ADVISORS, LLC History Added to 11,416 5,470 0.62% 0.64% 1867 +277 2.49% Q1 2026 May 01, 2026
X-Square Capital, LLC History Reduced 9,904 5,464 1.84% 1.92% 1868 -222 -2.19% Q1 2026 May 15, 2026
Curated Wealth Partners LLC History Added to 5,388 5,452 0.69% 0.61% 1869 +187 3.6% Q1 2026 Apr 09, 2026
PINKERTON WEALTH, LLC History Reduced 10,835 5,446 0.5% 0.57% 1870 -239 -2.16% Q1 2026 Apr 09, 2026
Cambridge Financial Group, LLC History Added to 5,365 5,441 1.84% 0.62% 1871 +3,309 160.94% Q1 2026 Apr 08, 2026
WATERS PARKERSON & CO., LLC History Reduced 9,816 5,421 0.28% 0.28% 1872 -93 -0.94% Q1 2026 Apr 29, 2026
Cypress Wealth Services, LLC History Reduced 11,308 5,418 0.76% 0.82% 1873 -448 -3.81% Q1 2026 Apr 15, 2026
Blume Capital Management, Inc. History Added to 11,295 5,412 0.92% 1.02% 1874 +100 0.89% Q1 2026 May 01, 2026
R.H. Investment Group, LLC History No change 11,280 5,411 4.17% 4.75% 1875 0 0.0% Q1 2026 Apr 14, 2026
Cambria Investment Management, L.P. History Reduced 11,287 5,408 0.3% 0.35% 1876 -799 -6.61% Q1 2026 May 14, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 11,281 5,405 1.21% 1.22% 1877 -38 -0.34% Q1 2026 May 13, 2026
Proficio Capital Partners LLC History Reduced 11,262 5,396 0.29% 0.4% 1878 -156 -1.37% Q1 2026 May 14, 2026
Turtle Creek Wealth Advisors, LLC History Added to 11,252 5,391 0.41% 0.42% 1879 +597 5.6% Q1 2026 Apr 27, 2026
Oakworth Capital, Inc. History Added to 11,229 5,380 0.28% 0.3% 1880 +260 2.37% Q1 2026 Apr 24, 2026
NFJ INVESTMENT GROUP, LLC History Reduced 11,221 5,377 0.2% 0.77% 1881 -31,460 -73.71% Q1 2026 May 13, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 11,216 5,374 1.39% 2.22% 1882 -6,366 -36.21% Q1 2026 May 07, 2026
LSV ASSET MANAGEMENT History Reduced 11,200 5,367 0.01% 0.02% 1883 -4,600 -29.11% Q1 2026 May 11, 2026
KEYNOTE FINANCIAL SERVICES LLC History Added to 11,201 5,367 2.85% 2.96% 1884 +686 6.52% Q1 2026 May 13, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Added to 2,205 5,362 0.48% 0.51% 1885 +152 7.4% Q1 2026 May 01, 2026
Frec Markets, Inc. History Added to 11,178 5,356 0.91% 1.13% 1886 +3,500 45.58% Q1 2026 May 13, 2026
JACOBS & CO/CA History Added to 11,172 5,353 0.53% 0.52% 1887 +152 1.38% Q1 2026 Apr 07, 2026
Capital Planning Advisors, LLC History Reduced 5,147 5,337 0.77% 0.8% 1888 -806 -13.54% Q1 2026 May 14, 2026
Scott & Selber, Inc. History Added to 11,133 5,334 1.38% 1.4% 1889 +50 0.45% Q1 2026 Apr 16, 2026
NIXON PEABODY TRUST CO History Added to 11,126 5,331 0.42% 0.42% 1890 +178 1.63% Q1 2026 Apr 27, 2026
Resolute Wealth Strategies, LLC History Reduced 11,115 5,326 2.3% 2.47% 1891 -74 -0.66% Q1 2026 May 07, 2026
INVESTMENT HOUSE LLC History Reduced 11,110 5,323 0.28% 0.27% 1892 -36 -0.32% Q1 2026 Apr 29, 2026
Eagle Capital Management, LLC History Reduced 11,105 5,322 2.1% 2.03% 1893 -20 -0.18% Q1 2026 Apr 20, 2026
Analyst IMS Investment Management Services Ltd. History Reduced 9,586 5,311 0.16% 0.17% 1894 -280 -2.84% Q1 2026 Apr 23, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 8,058 5,296 0.31% 0.26% 1895 +1,986 32.71% Q1 2026 May 11, 2026
FIRST NATIONAL BANK SIOUX FALLS History Added to 11,139 5,292 1.45% 1.62% 1896 +351 3.25% Q1 2026 Apr 17, 2026
Artemis Wealth Advisors, LLC History Added to 11,042 5,291 0.8% 0.72% 1897 +1,050 10.51% Q1 2026 May 14, 2026
McMill Wealth Management History Added to 6,519 5,276 1.4% 1.56% 1898 +9 0.14% Q1 2026 May 13, 2026
Oppenheimer & Close, LLC History New 11,004 5,273 3.32% 1899 +11,004 New Q1 2026 May 12, 2026
Hofer & Associates. Inc History Added to 11,002 5,272 2.83% 2.82% 1900 +395 3.72% Q1 2026 Apr 21, 2026
Olstein Capital Management, L.P. History No change 11,000 5,271 1.15% 1.13% 1901 0 0.0% Q1 2026 Apr 21, 2026
SMITH, MOORE & CO. History Reduced 9,498 5,269 0.38% 0.42% 1902 -173 -1.79% Q1 2026 May 05, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 10,993 5,267 0.59% 0.63% 1903 -481 -4.19% Q1 2026 Apr 24, 2026
Legacy Financial Group LLC History Added to 10,982 5,262 0.66% 0.68% 1904 +10 0.09% Q1 2026 May 04, 2026
Clarity Capital Advisors, LLC History Added to 9,480 5,260 2.45% 2.51% 1905 +1,000 11.79% Q1 2026 Apr 09, 2026
Wingate Wealth Advisors, Inc. History Reduced 10,976 5,259 2.81% 3.96% 1906 -3,157 -22.34% Q1 2026 May 01, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 9,478 5,259 0.84% 0.85% 1907 +127 1.36% Q1 2026 May 04, 2026
Spectrum Asset Management, Inc. (NB/CA) History Reduced 6,448 5,242 1.67% 1.96% 1908 -732 -10.19% Q1 2026 Apr 21, 2026
GSG Advisors LLC History Added to 9,413 5,228 1.36% 1.14% 1909 +600 6.81% Q1 2026 May 13, 2026
AdvisorNet Financial, Inc History Reduced 10,901 5,223 0.27% 0.29% 1910 -4 -0.04% Q1 2026 Apr 17, 2026
WIMMER ASSOCIATES 1, LLC History Added to 7,899 5,220 2.55% 2.53% 1911 +57 0.73% Q1 2026 May 15, 2026
Sloy Dahl & Holst, LLC History Reduced 10,890 5,218 0.72% 0.67% 1912 -154 -1.39% Q1 2026 May 13, 2026
Gratus Wealth Advisors, LLC History No change 9,376 5,210 0.75% 0.76% 1913 0 0.0% Q1 2026 May 04, 2026
PURSUE WEALTH PARTNERS LLC History Added to 10,869 5,208 3.11% 1.41% 1914 +5,089 88.04% Q1 2026 Apr 08, 2026
Peoples Bank/KS History Added to 10,816 5,183 5.22% 5.09% 1915 +750 7.45% Q1 2026 Apr 15, 2026
Clark Capital Management Group, Inc. History Added to 10,810 5,180 0.03% 0.03% 1916 +161 1.51% Q1 2026 May 15, 2026
Diversified Enterprises, LLC History Added to 10,809 5,179 0.28% 0.31% 1917 +429 4.13% Q1 2026 May 14, 2026
Central Pacific Bank - Trust Division History Added to 10,770 5,160 0.66% 0.56% 1918 +1,612 17.6% Q1 2026 Apr 07, 2026
Pine Haven Investment Counsel, Inc History Reduced 9,250 5,150 3.79% 3.87% 1919 -70 -0.75% Q1 2026 Apr 16, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 10,735 5,144 1.58% 1.04% 1920 +1,062 10.98% Q1 2026 May 12, 2026
Vawter Financial, Ltd. History Reduced 4,741 5,142 2.16% 2.28% 1921 -3 -0.06% Q1 2026 May 15, 2026
Professional Financial Advisors, LLC History Added to 10,705 5,129 1.04% 1.08% 1922 +200 1.9% Q1 2026 Apr 13, 2026
Abacus Wealth Partners, LLC History Added to 6,208 5,127 0.47% 0.2% 1923 +2,106 51.34% Q1 2026 Apr 24, 2026
Northwest Wealth Advisors, LLC History No change 10,701 5,127 3.66% 4.19% 1924 0 0.0% Q1 2026 Apr 29, 2026
RDA Financial Network History Added to 9,196 5,124 1.28% 1.27% 1925 +227 2.53% Q1 2026 Apr 08, 2026
Crown Wealth Group, LLC History Reduced 7,684 5,117 1.5% 1.51% 1926 -53 -0.69% Q1 2026 Apr 21, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Reduced 9,180 5,116 0.41% 0.42% 1927 -133 -1.43% Q1 2026 Apr 15, 2026
NVWM, LLC History Reduced 9,150 5,102 1.14% 1.31% 1928 -1,292 -12.37% Q1 2026 Apr 27, 2026
Vickerman Investment Advisors, Inc. History Reduced 10,643 5,100 1.07% 1.11% 1929 -437 -3.94% Q1 2026 May 12, 2026
SHERMAN PORFOLIOS, LLC History Added to 10,638 5,097 0.39% 0.35% 1930 +484 4.77% Q1 2026 May 13, 2026
Evelyn Partners Asset Management Ltd History Added to 10,628 5,092 1.25% 1.07% 1931 +1,520 16.69% Q1 2026 May 15, 2026
Millstone Evans Group, LLC History Reduced 10,614 5,086 3.05% 3.16% 1932 -58 -0.54% Q1 2026 Apr 30, 2026
Focused Wealth Management, Inc History Added to 10,603 5,081 0.53% 0.54% 1933 +300 2.91% Q1 2026 Apr 20, 2026
Family Manage LLC History Added to 10,591 5,075 0.61% 0.65% 1934 +381 3.73% Q1 2026 May 15, 2026
Horizon Family Wealth, Inc. History Added to 10,590 5,074 2.68% 2.76% 1935 +289 2.81% Q1 2026 May 08, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 10,580 5,069 0.71% 0.88% 1936 -443 -4.02% Q1 2026 Apr 30, 2026
Twin Lakes Capital Management, LLC History Reduced 7,583 5,069 2.31% 2.38% 1937 -64 -0.84% Q1 2026 May 18, 2026
Quadcap Wealth Management, LLC History Reduced 9,067 5,062 0.58% 0.61% 1938 -125 -1.36% Q1 2026 May 15, 2026
Gallacher Capital Management LLC History Added to 10,553 5,056 1.94% 2.05% 1939 +6 0.06% Q1 2026 May 05, 2026
Allred Capital Management, LLC History Reduced 10,548 5,054 1.84% 1.92% 1940 -18 -0.17% Q1 2026 May 13, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 10,539 5,050 1.26% 1.29% 1941 +144 1.39% Q1 2026 Apr 17, 2026
Blueprint Investment Partners LLC History Reduced 10,536 5,048 0.51% 0.82% 1942 -4,701 -30.85% Q1 2026 May 15, 2026
One River Asset Management, LLC History Reduced 10,506 5,034 1.84% 0.65% 1943 -3,094 -22.75% Q1 2026 Apr 27, 2026
PHYSICIANS FINANCIAL SERVICES, INC. History Reduced 8,996 5,028 1.38% 1.42% 1944 -45 -0.5% Q1 2026 Apr 15, 2026
EQUITABLE TRUST CO History No change 7 5,026 0.23% 0.24% 1945 0 0.0% Q1 2026 Apr 30, 2026
Cove Private Wealth, LLC History Added to 7,456 5,008 1.14% 1.24% 1946 +2,177 41.24% Q1 2026 May 13, 2026
Stamos Capital Partners, L.P. History Added to 10,447 5,006 0.78% 0.63% 1947 +2,613 33.35% Q1 2026 May 13, 2026
Vertrix Wealth Management, LLC History New 10,430 4,998 1.84% 1948 +10,430 New Q1 2026 Apr 24, 2026
Occidental Asset Management, LLC History Added to 4,412 4,984 0.59% 0.62% 1949 +204 4.85% Q1 2026 Apr 15, 2026
AIMZ Investment Advisors, LLC History Reduced 10,378 4,973 1.54% 1.51% 1950 -160 -1.52% Q1 2026 May 15, 2026
Heritage Investment Group, Inc. History Reduced 4,385 4,971 0.75% 0.8% 1951 -131 -2.9% Q1 2026 May 01, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 10,799 4,970 0.46% 0.46% 1952 0 0.0% Q4 2025 Feb 13, 2026
North Berkeley Wealth Management, LLC History Reduced 5,859 4,960 2.62% 3.52% 1953 -29 -0.49% Q1 2026 May 15, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 10,339 4,954 0.51% 0.47% 1955 +1,805 21.15% Q1 2026 Apr 30, 2026
AKRE CAPITAL MANAGEMENT LLC History Reduced 10,339 4,954 0.08% 0.07% 1954 -1,563 -13.13% Q1 2026 May 14, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 10,333 4,951 1.64% 2.81% 1956 -6,858 -39.89% Q1 2026 Apr 22, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 8,814 4,941 2.71% 2.86% 1957 -11 -0.12% Q1 2026 Apr 09, 2026
Hurlow Wealth Management Group, Inc. History Reduced 7,300 4,933 1.17% 1.27% 1958 -29 -0.4% Q1 2026 Apr 22, 2026
Auxano Advisors, LLC History Reduced 7,297 4,932 0.98% 1.03% 1959 -55 -0.75% Q1 2026 May 01, 2026
Gibbs Wealth Management History Added to 4,295 4,928 0.65% 0.42% 1961 +775 22.02% Q1 2026 May 13, 2026
Sage Investment Counsel LLC History Reduced 4,294 4,928 5.47% 5.74% 1960 -80 -1.83% Q1 2026 Apr 24, 2026
NFSG Corp History Added to 10,275 4,923 0.81% 0.73% 1962 +935 10.01% Q1 2026 May 05, 2026
NRI Wealth Management LC History No change 9,792 4,922 2.51% 2.51% 1963 0 0.0% Q4 2025 Jan 22, 2026
Pacific Center for Financial Services History Reduced 7,267 4,917 1.25% 1.48% 1964 -1,259 -14.77% Q1 2026 May 12, 2026
Lester Murray Antman dba SimplyRich History Reduced 7,261 4,914 1.26% 1.35% 1965 -18 -0.25% Q1 2026 May 01, 2026
QV Investors Inc. History Reduced 10,251 4,912 0.4% 0.43% 1966 -230 -2.19% Q1 2026 Apr 22, 2026
Strategic Blueprint, LLC History Reduced 10,250 4,911 0.29% 0.32% 1967 -441 -4.12% Q1 2026 Apr 29, 2026
SAGE ADVISORS, LLC History No change 9,763 4,907 3.25% 3.25% 1968 0 0.0% Q4 2025 Jan 13, 2026
Merrion Investment Management Co, LLC History No change 10,237 4,905 2.64% 2.77% 1969 0 0.0% Q1 2026 Apr 23, 2026
Engineers Gate Manager LP History Added to 2,728 4,895 0.06% 0.03% 1970 +1,532 128.09% Q1 2026 May 15, 2026
Atlanta Consulting Group Advisors, LLC History Reduced 10,191 4,883 1.05% 1.22% 1972 -523 -4.88% Q1 2026 May 15, 2026
CAPITAL CITY TRUST CO/FL History Reduced 10,191 4,883 1.12% 1.14% 1971 -29 -0.28% Q1 2026 May 01, 2026
Boston Partners History Added to 9,188 4,881 0.01% 0.0% 1973 +1,472 19.08% Q1 2026 May 11, 2026
AXQ CAPITAL, LP History New 10,174 4,875 0.63% 1974 +10,174 New Q1 2026 May 13, 2026
First Western Trust Bank History Reduced 7,176 4,874 0.25% 0.25% 1975 -92 -1.27% Q1 2026 May 12, 2026
Baring Financial LLC History Added to 10,171 4,873 2.98% 2.93% 1976 +602 6.29% Q1 2026 Apr 06, 2026
Regal Investment Advisors LLC History Added to 10,164 4,870 0.28% 0.3% 1977 +208 2.09% Q1 2026 May 14, 2026
Dash Acquisitions Inc. History Added to 10,316 4,869 1.01% 1.07% 1978 +161 1.59% Q1 2026 May 08, 2026
Van Cleef Asset Management,Inc History Added to 10,142 4,860 0.52% 0.52% 1979 +26 0.26% Q1 2026 May 01, 2026
Basepoint Wealth LLC History Reduced 10,120 4,849 2.77% 3.12% 1980 -100 -0.98% Q1 2026 May 07, 2026
Sage Mountain Advisors LLC History Reduced 5,620 4,846 0.34% 0.62% 1981 -13,157 -70.07% Q1 2026 May 11, 2026
One Day In July LLC History Reduced 4,115 4,842 0.39% 0.42% 1982 -75 -1.79% Q1 2026 May 05, 2026
HEARTLAND ADVISORS INC History Added to 10,095 4,837 0.25% 0.27% 1983 +209 2.11% Q1 2026 May 06, 2026
LOM Asset Management Ltd History Reduced 10,088 4,834 1.39% 1.49% 1984 -130 -1.27% Q1 2026 May 05, 2026
Advyzon Investment Management, LLC History Added to 10,082 4,831 0.43% 0.59% 1985 +36 0.36% Q1 2026 May 12, 2026
OARSMAN CAPITAL, INC. History Added to 8,576 4,827 0.6% 0.63% 1986 +393 4.8% Q1 2026 Apr 27, 2026
R.H. Dinel Investment Counsel, Inc. History No change 10,075 4,827 3.9% 3.71% 1987 0 0.0% Q1 2026 Apr 14, 2026
Nova R Wealth, Inc. History Reduced 10,066 4,823 1.54% 1.92% 1989 -439 -4.18% Q1 2026 Apr 17, 2026
Crescent Grove Advisors, LLC History Added to 8,568 4,823 0.46% 0.47% 1988 +43 0.5% Q1 2026 May 06, 2026
DIVERSIFIED MANAGEMENT INC History Added to 8,561 4,820 0.83% 0.69% 1990 +4,195 96.08% Q1 2026 Apr 09, 2026
McMillan Office, Inc. History No change 8,522 4,801 0.61% 0.61% 1991 0 0.0% Q1 2026 Apr 23, 2026
Investment Management Trust, LLC History New 10,008 4,795 4.67% 1993 +10,008 New Q1 2026 Apr 24, 2026
First City Capital Management, Inc. History Added to 10,008 4,795 2.54% 2.5% 1992 +610 6.49% Q1 2026 Apr 17, 2026
First Citizens Financial Corp History Reduced 10,006 4,794 2.26% 2.78% 1994 -1,180 -10.55% Q1 2026 Apr 07, 2026
DKRT Investments Corp. History No change 10,000 4,792 1.21% 1.42% 1995 0 0.0% Q1 2026 May 14, 2026
Idaho Trust Co History Reduced 9,988 4,786 1.56% 1.69% 1996 -190 -1.87% Q1 2026 May 08, 2026
Investidor Profissional Gestao de Recursos Ltda. History Added to 8,483 4,782 1.56% 1.11% 1997 +6,293 287.35% Q1 2026 May 11, 2026
Greenspring Advisors, LLC History Added to 8,473 4,777 0.29% 0.3% 1998 +385 4.76% Q1 2026 May 04, 2026
StoneX Group Inc. History Reduced 9,983 4,775 0.26% 0.31% 1999 -4,150 -29.36% Q1 2026 May 14, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 9,965 4,774 0.49% 0.53% 2000 -104 -1.03% Q1 2026 May 11, 2026