British American Tobacco p.l.c. - BTI

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Capital International Investors History Reduced 48,815,570 2,853,279 0.67% 0.57% 1 -15,573,911 -24.19% Q1 2026 May 13, 2026
FMR LLC History Added to 36,688,219 2,145,160 0.11% 0.09% 2 +5,592,777 17.99% Q1 2026 May 15, 2026
Capital Research Global Investors History Added to 30,962,901 1,810,382 0.28% 0.23% 3 +8,629,499 38.64% Q1 2026 May 13, 2026
GQG Partners LLC History Reduced 27,683,334 1,618,644 2.57% 2.62% 4 -379,413 -1.35% Q1 2026 May 12, 2026
BlackRock, Inc. History Added to 19,146,696 1,119,507 0.02% 0.01% 5 +8,518,913 80.16% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 9,736,843 569,313 0.04% 0.03% 6 +2,494,576 34.44% Q1 2026 May 15, 2026
Capital World Investors History Added to 9,688,305 566,423 0.08% 0.07% 7 +169,738 1.78% Q1 2026 May 13, 2026
Orbis Allan Gray Ltd History Reduced 7,705,968 450,567 1.9% 2.21% 8 -1,594,933 -17.15% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 5,815,980 338,839 0.02% 0.01% 9 +3,174,693 120.19% Q1 2026 May 13, 2026
MORGAN STANLEY History Added to 5,199,021 303,986 0.02% 0.02% 10 +386,673 8.04% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 4,649,451 271,853 0.05% 0.04% 11 +801,560 20.83% Q1 2026 Jul 08, 2026
TWO SIGMA INVESTMENTS, LP History Added to 4,231,168 247,396 0.2% 0.19% 12 +1,864,198 78.76% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Added to 4,145,804 242,405 0.34% 0.26% 13 +879,204 26.91% Q1 2026 May 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 4,131,911 241,592 0.06% 0.05% 14 +1,151,124 38.62% Q1 2026 May 04, 2026
CITADEL ADVISORS LLC History Added to 3,859,832 225,684 0.04% 0.03% 15 +694,206 21.93% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,886,821 224,659 0.11% 0.0% 16 +3,766,004 3117.11% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 3,837,098 224,355 0.03% 0.02% 17 +1,358,541 54.81% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,791,275 221,674 0.07% 0.05% 18 +833,530 28.18% Q1 2026 May 14, 2026
Mondrian Investment Partners LTD History Reduced 3,708,963 216,863 3.24% 3.5% 19 -36,125 -0.96% Q1 2026 Apr 29, 2026
FEDERATED HERMES, INC. History Reduced 3,697,755 216,207 0.35% 0.36% 20 -79,537 -2.11% Q1 2026 May 11, 2026
MARSHALL WACE, LLP History Added to 3,307,996 193,418 0.19% 0.06% 21 +2,061,221 165.32% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 2,852,870 166,807 0.02% 0.02% 22 +150,366 5.56% Q1 2026 May 15, 2026
Contrarius Group Holdings Ltd History New 2,823,441 165,086 9.35% — 23 +2,823,441 New Q1 2026 May 11, 2026
Newport Trust Company, LLC History Reduced 2,533,038 148,106 0.36% 0.35% 24 -78,067 -2.99% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Added to 2,413,551 141,120 0.02% 0.02% 25 +369,993 18.11% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 2,395,725 140,078 0.04% 0.03% 26 +286,155 13.56% Q1 2026 May 06, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 2,362,818 137,657 0.31% 0.01% 27 +2,303,743 3899.69% Q1 2026 May 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 2,265,275 132,450 0.01% 0.02% 28 -526,081 -18.85% Q1 2026 May 15, 2026
Empyrean Capital Partners, LP History Reduced 1,925,000 112,554 3.67% 4.34% 29 -275,000 -12.5% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 1,793,515 104,866 0.24% 0.03% 30 +1,587,834 771.99% Q1 2026 May 11, 2026
First Eagle Investment Management, LLC History Added to 1,668,522 97,558 0.17% 0.14% 31 +260,542 18.5% Q1 2026 May 14, 2026
Capital International, Inc./CA/ History Added to 1,605,846 93,893 0.72% 0.56% 32 +352,398 28.11% Q1 2026 May 13, 2026
Maple Rock Capital Partners Inc. History Reduced 1,589,100 92,914 3.02% 3.1% 33 -66,200 -4.0% Q1 2026 May 15, 2026
Optiver Holding B.V. History Reduced 1,503,677 87,919 0.03% 0.05% 34 -991,719 -39.74% Q1 2026 Jun 02, 2026
Cullen Capital Management, LLC History Added to 1,343,678 78,564 0.81% 0.83% 35 +8,715 0.65% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 1,303,646 76,223 0.07% 0.04% 36 +559,858 75.27% Q1 2026 May 13, 2026
TWO SIGMA ADVISERS, LP History No change 1,282,400 72,609 0.14% 0.14% 37 0 0.0% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,201,558 70,255 0.01% 0.01% 38 +545,789 83.23% Q1 2026 May 05, 2026
Madison Avenue Partners, LP History Reduced 1,123,767 65,706 2.86% 2.98% 39 -100,000 -8.17% Q1 2026 May 15, 2026
Callodine Capital Management, LP History Added to 1,077,491 63,000 4.41% 3.09% 40 +397,114 58.37% Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 1,076,449 62,939 0.28% 0.23% 41 -394,378 -26.81% Q1 2026 May 14, 2026
Prescott General Partners LLC History Added to 920,100 53,798 3.94% 0.89% 42 +700,000 318.04% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 882,754 51,614 0.05% 0.03% 43 +243,006 37.98% Q1 2026 May 12, 2026
Qube Research & Technologies Ltd History Reduced 839,628 49,093 0.05% 0.09% 44 -710,686 -45.84% Q1 2026 May 15, 2026
TODD ASSET MANAGEMENT LLC History Added to 804,683 47,050 0.92% 0.88% 45 +4,453 0.56% Q1 2026 May 12, 2026
D. E. Shaw & Co., Inc. History Added to 802,783 46,938 0.03% 0.02% 46 +169,816 26.83% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 783,165 45,791 0.03% 0.03% 47 -23,634 -2.93% Q1 2026 May 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 766,683 44,827 0.11% 0.22% 48 -755,049 -49.62% Q1 2026 May 14, 2026
Bridgewater Associates, LP History Reduced 765,848 44,779 0.2% 0.61% 49 -2,186,230 -74.06% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 762,785 44,595 0.01% 0.01% 50 +5,155 0.68% Q1 2026 May 07, 2026
STATE STREET CORP History Reduced 740,681 43,925 0.0% 0.0% 51 -15,104 -2.0% Q1 2026 May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 684,858 40,043 0.01% 0.01% 52 +119,135 21.06% Q1 2026 May 14, 2026
BAHL & GAYNOR INC History Added to 663,467 38,792 0.2% 0.0% 53 +655,418 8142.85% Q1 2026 May 07, 2026
ASSETMARK, INC History Added to 640,106 37,426 0.08% 0.06% 54 +82,219 14.74% Q1 2026 May 06, 2026
Euro Pacific Asset Management, LLC History Reduced 653,402 35,229 3.49% 3.86% 55 -4,481 -0.68% Q1 2026 May 06, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 589,730 34,482 0.27% 0.25% 56 0 0.0% Q1 2026 May 04, 2026
GROUP ONE TRADING LLC History Reduced 589,300 34,456 0.07% 0.09% 57 -360,200 -37.94% Q1 2026 May 13, 2026
JANE STREET GROUP, LLC History Added to 588,453 34,406 0.0% 0.0% 58 +98,753 20.17% Q1 2026 May 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 581,299 33,988 0.05% 0.0% 59 +528,200 994.75% Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 570,210 33,340 0.01% 0.01% 60 -424,967 -42.7% Q1 2026 May 14, 2026
Point72 Asset Management, L.P. History Added to 568,217 33,223 0.04% 0.03% 61 +46,517 8.92% Q1 2026 May 15, 2026
McGowan Group Asset Management, Inc. History Added to 561,466 32,828 4.18% 3.93% 62 +2,214 0.4% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 535,933 31,336 0.01% 0.03% 63 -785,127 -59.43% Q1 2026 May 15, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 531,452 31,073 0.53% 0.35% 64 +157,969 42.3% Q1 2026 May 15, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Added to 500,864 29,285 0.36% 0.38% 65 +17,726 3.67% Q1 2026 May 14, 2026
IMC-Chicago, LLC History Added to 499,300 29,194 0.01% 0.01% 66 +137,100 37.85% Q1 2026 May 05, 2026
Invesco Ltd. History Reduced 498,726 29,160 0.0% 0.01% 67 -79,732 -13.78% Q1 2026 May 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 493,770 28,870 0.14% 0.15% 68 +6,627 1.36% Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Reduced 480,107 28,080 0.04% 0.04% 69 -45,780 -8.71% Q1 2026 May 15, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History Reduced 450,133 26,319 6.27% 7.09% 70 -3,673 -0.81% Q1 2026 May 07, 2026
TRUIST FINANCIAL CORP History Added to 448,937 26,249 0.04% 0.03% 71 +19,452 4.53% Q1 2026 Apr 27, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 413,200 24,159 0.88% 0.83% 72 -27,200 -6.18% Q1 2026 May 06, 2026
Neuberger Berman Group LLC History Added to 409,606 23,936 0.02% 0.0% 73 +340,153 489.76% Q1 2026 May 14, 2026
Capital Wealth Planning, LLC History Added to 405,797 23,726 0.13% 0.09% 74 +159,382 64.68% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Reduced 400,000 23,388 0.02% 0.02% 75 -274,317 -40.68% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 398,397 23,294 0.04% 0.04% 76 +42,336 11.89% Q1 2026 May 15, 2026
SMITH THOMAS W History No change 397,500 23,241 22.97% 20.81% 77 0 0.0% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 392,344 22,940 0.02% 0.02% 78 +13,488 3.56% Q1 2026 May 13, 2026
ABC ARBITRAGE SA History Reduced 390,728 22,845 3.03% 4.87% 79 -527,925 -57.47% Q1 2026 May 04, 2026
ExodusPoint Capital Management, LP History Added to 367,195 21,469 0.17% 0.12% 80 +90,778 32.84% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 352,214 20,593 0.0% 0.0% 81 +52,838 17.65% Q1 2026 May 15, 2026
Adams Asset Advisors, LLC History No change 343,016 20,056 2.25% 2.56% 82 0 0.0% Q1 2026 Apr 27, 2026
PEAK6 LLC History Added to 325,532 19,033 0.04% 0.02% 83 +139,076 74.59% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Reduced 320,813 18,757 0.0% 0.0% 84 -2,941 -0.91% Q1 2026 May 05, 2026
CIBC WORLD MARKET INC. History Reduced 309,612 18,103 0.03% 0.03% 85 -5,003 -1.59% Q1 2026 May 14, 2026
EPACRIA CAPITAL PARTNERS, LLC History Reduced 290,381 16,978 13.15% 14.15% 86 -25,150 -7.97% Q1 2026 May 15, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 287,970 16,837 0.42% 0.43% 87 -645 -0.22% Q1 2026 Apr 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 281,517 16,460 0.02% 0.02% 88 -8,322 -2.87% Q1 2026 Apr 27, 2026
Modern Wealth Management, LLC History Added to 283,876 16,433 0.28% 0.29% 89 +2,192 0.78% Q1 2026 May 14, 2026
Creative Planning History Added to 276,052 16,140 0.01% 0.01% 90 +19,136 7.45% Q1 2026 May 12, 2026
Russell Investments Group, Ltd. History Added to 272,667 15,942 0.02% 0.02% 91 +24,549 9.89% Q1 2026 May 08, 2026
SBI Securities Co., Ltd. History Reduced 272,175 15,914 0.44% 0.41% 92 -7,549 -2.7% Q1 2026 Apr 27, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 266,290 15,569 0.73% 1.04% 93 -116,644 -30.46% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 259,167 15,153 0.01% 0.01% 94 +52,421 25.36% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Reduced 249,561 14,591 0.04% 0.03% 95 -1,228 -0.49% Q1 2026 May 04, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 228,227 13,344 0.0% 0.0% 96 +16,599 7.84% Q1 2026 May 15, 2026
OPAL CAPITAL LLC History Added to 224,796 13,143 2.33% 2.43% 98 +53,098 30.93% Q1 2026 May 15, 2026
TrueMark Investments, LLC History Added to 224,796 13,143 2.56% 1.87% 97 +51,628 29.81% Q1 2026 Apr 20, 2026
AUXIER ASSET MANAGEMENT LLC History Added to 220,744 12,906 1.85% 1.75% 99 +930 0.42% Q1 2026 May 14, 2026
HighTower Advisors, LLC History Added to 220,423 12,888 0.01% 0.01% 100 +22,815 11.55% Q1 2026 May 05, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 210,641 12,316 0.14% 0.14% 101 +4,336 2.1% Q1 2026 Apr 23, 2026
VIKING FUND MANAGEMENT LLC History Added to 210,000 12,278 1.26% 1.25% 102 +20,000 10.53% Q1 2026 Apr 10, 2026
Pathstone Holdings, LLC History Added to 207,766 12,155 0.05% 0.04% 103 +44,745 27.45% Q1 2026 May 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 207,069 12,107 0.0% 0.0% 104 +168,078 431.07% Q1 2026 May 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 202,261 11,826 0.12% 0.11% 105 +24,727 13.93% Q1 2026 Apr 27, 2026
Wealth High Governance Asset Management Ltda. History Added to 194,771 11,388 1.78% 1.24% 106 +72,719 59.58% Q1 2026 Jul 08, 2026
Quadrature Capital Ltd History New 193,103 11,290 0.13% — 107 +193,103 New Q1 2026 May 15, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 186,736 10,918 0.12% 0.11% 108 -27,046 -12.65% Q1 2026 Apr 13, 2026
Squarepoint Ops LLC History Reduced 184,458 10,785 0.01% 0.02% 109 -84,342 -31.38% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 180,442 10,584 0.0% 0.0% 110 +5,623 3.22% Q1 2026 Jul 17, 2026
FACTORY MUTUAL INSURANCE CO History Added to 177,839 10,398 0.12% 0.1% 111 +4,250 2.45% Q1 2026 May 05, 2026
Orion Porfolio Solutions, LLC History Added to 176,230 10,304 0.09% 0.07% 112 +14,494 8.96% Q1 2026 May 13, 2026
Mariner, LLC History Added to 175,457 10,258 0.01% 0.01% 113 +12,564 7.71% Q1 2026 May 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 173,585 10,149 0.0% 0.01% 114 -201,250 -53.69% Q1 2026 May 12, 2026
Altrius Capital Management Inc History Added to 168,516 9,853 1.96% 2.0% 115 +1,774 1.06% Q1 2026 May 05, 2026
Keystone Financial Planning, Inc. History No change 167,249 9,779 2.61% 2.75% 116 0 0.0% Q1 2026 Apr 09, 2026
Dupree Financial Group, LLC History Reduced 163,976 9,587 3.86% 6.0% 117 -126,961 -43.64% Q1 2026 Apr 23, 2026
MANNING & NAPIER ADVISORS LLC History Added to 163,072 9,534 0.13% 0.12% 118 +1,838 1.14% Q1 2026 Apr 30, 2026
Moran Wealth Management, LLC History Added to 161,088 9,418 0.29% 0.27% 119 +8,001 5.23% Q1 2026 Apr 27, 2026
Sanctuary Advisors, LLC History Added to 159,220 9,309 0.05% 0.04% 120 +32,530 25.68% Q1 2026 May 05, 2026
Janney Montgomery Scott LLC History Added to 154,024 9,006 0.02% 0.01% 121 +44,069 40.08% Q1 2026 Apr 22, 2026
FIRST SABREPOINT CAPITAL MANAGEMENT LP History No change 150,000 8,770 3.18% 3.28% 122 0 0.0% Q1 2026 May 15, 2026
DAVENPORT & Co LLC History Added to 148,637 8,690 0.05% 0.04% 123 +24,190 19.44% Q1 2026 Apr 15, 2026
Philip James Wealth Mangement, LLC History Reduced 147,738 8,638 0.99% 1.04% 124 -11,275 -7.09% Q1 2026 Apr 28, 2026
Capricorn Fund Managers Ltd History New 147,000 8,595 1.34% — 125 +147,000 New Q1 2026 Apr 24, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 144,921 8,473 0.15% 0.15% 126 -1,813 -1.24% Q1 2026 Apr 20, 2026
KIZE CAPITAL LP History No change 141,000 8,244 10.35% 9.42% 127 0 0.0% Q1 2026 May 14, 2026
Verition Fund Management LLC History No change 140,000 8,185 0.05% 0.03% 128 0 0.0% Q1 2026 May 15, 2026
LOGAN CAPITAL MANAGEMENT INC History Reduced 139,908 8,180 0.36% 0.34% 129 -3,097 -2.17% Q1 2026 May 08, 2026
Atria Investments, Inc History Added to 139,845 8,176 0.09% 0.07% 130 +34,331 32.54% Q1 2026 May 05, 2026
Kennon-Green & Company, LLC History Reduced 138,312 8,087 6.63% 6.32% 131 -2,322 -1.65% Q1 2026 Apr 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 137,695 8,051 0.01% 0.01% 132 +9,849 7.7% Q1 2026 May 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 133,841 7,825 0.5% 0.38% 133 -10,170 -7.06% Q1 2026 May 08, 2026
Inlet Private Wealth, LLC History Reduced 133,818 7,824 2.0% 1.85% 134 -7,310 -5.18% Q1 2026 May 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 133,493 7,805 0.16% 0.14% 135 +19,933 17.55% Q1 2026 Apr 27, 2026
&PARTNERS History Added to 131,171 7,669 0.04% 0.03% 136 +20,144 18.14% Q1 2026 May 15, 2026
ADVISORY RESEARCH INC History Added to 130,231 7,614 0.94% 0.84% 137 +12,429 10.55% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 128,792 7,530 0.0% 0.0% 138 +26,824 26.31% Q1 2026 May 08, 2026
Twin Tree Management, LP History Reduced 128,600 7,519 0.16% 0.1% 139 -64,200 -33.3% Q1 2026 May 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 127,749 7,469 0.02% 0.02% 140 +4,871 3.96% Q1 2026 Apr 30, 2026
CITIGROUP INC History Added to 127,508 7,455 0.0% 0.0% 141 +27,361 27.32% Q1 2026 May 11, 2026
Savoir Faire Capital Management, L.P. History Reduced 124,498 7,279 4.4% 4.21% 142 -32,285 -20.59% Q1 2026 May 01, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Added to 123,312 7,210 0.74% 0.69% 143 +2,795 2.32% Q1 2026 May 15, 2026
Poehling Capital Management, INC. History Reduced 119,580 6,991 1.47% 1.39% 144 -576 -0.48% Q1 2026 Apr 21, 2026
BENJAMIN EDWARDS INC History Added to 119,135 6,966 0.07% 0.05% 145 +40,128 50.79% Q1 2026 May 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 118,025 6,900 0.08% 0.08% 146 +7,278 6.57% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 117,742 6,884 0.01% 0.0% 147 +89,752 320.66% Q1 2026 May 14, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Reduced 117,210 6,853 1.8% 1.81% 148 -965 -0.82% Q1 2026 Apr 09, 2026
Boston Partners History Added to 114,292 6,682 0.01% 0.01% 149 +4,710 4.3% Q1 2026 May 11, 2026
SG Americas Securities, LLC History Reduced 111,264 6,506 0.01% 0.05% 150 -628,423 -84.96% Q1 2026 Apr 16, 2026
K2 PRINCIPAL FUND, L.P. History Reduced 109,626 6,409 0.45% 1.21% 151 -156,109 -58.75% Q1 2026 May 14, 2026
Brooklyn Investment Group History Added to 108,838 6,363 0.2% 0.2% 152 +31,250 40.28% Q1 2026 Apr 29, 2026
Blackstone Inc. History Added to 106,888 6,249 0.02% 0.02% 153 +29,574 38.25% Q1 2026 May 15, 2026
Daiwa Securities Group Inc. History Added to 106,758 6,242 0.02% 0.02% 154 +10,415 10.81% Q1 2026 May 13, 2026
BW Gestao de Investimentos Ltda. History Added to 105,229 6,152 0.2% 0.1% 155 +27,281 35.0% Q1 2026 Apr 28, 2026
Wealth High Governance Capital Ltda History Added to 105,229 6,152 1.85% 1.29% 156 +27,281 35.0% Q1 2026 Jun 18, 2026
HENNESSY ADVISORS INC History New 104,600 6,115 0.22% — 157 +104,600 New Q1 2026 Apr 21, 2026
M&T BANK CORP History Added to 101,609 5,941 0.02% 0.01% 158 +40,724 66.89% Q1 2026 May 12, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 96,000 5,613 0.01% — 159 +96,000 New Q1 2026 May 15, 2026
SALT Holding Corp. History No change 95,589 5,589 3.38% 4.19% 160 0 0.0% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Added to 92,337 5,398 0.02% 0.01% 161 +23,086 33.34% Q1 2026 Jun 02, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 94,693 5,361 0.36% 0.36% 162 0 0.0% Q4 2025 Jan 27, 2026
STEPHENS INC /AR/ History Reduced 88,890 5,197 0.07% 0.06% 163 -266 -0.3% Q1 2026 Apr 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 88,350 5,149 0.01% 0.01% 164 -9,259 -9.49% Q1 2026 Apr 08, 2026
Vident Advisory, LLC History Added to 87,688 5,127 0.04% 0.02% 165 +41,027 87.93% Q1 2026 May 14, 2026
US BANCORP \DE\ History Reduced 85,998 5,028 0.01% 0.01% 166 -1,808 -2.06% Q1 2026 May 14, 2026
China Universal Asset Management Co., Ltd. History Added to 82,301 4,880 0.37% 0.27% 167 +20,444 33.05% Q1 2026 Apr 27, 2026
Cerity Partners LLC History Added to 81,716 4,777 0.01% 0.01% 168 +10,890 15.38% Q1 2026 May 15, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 81,125 4,726 0.15% 0.14% 169 +406 0.5% Q1 2026 May 11, 2026
Walleye Trading LLC History Reduced 80,200 4,689 0.01% 0.02% 170 -221,900 -73.45% Q1 2026 May 08, 2026
CenterBook Partners LP History Reduced 79,553 4,651 0.25% 0.23% 171 -3,652 -4.39% Q1 2026 May 05, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 79,209 4,631 0.0% 0.0% 172 -284 -0.36% Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Added to 78,348 4,581 0.02% 0.02% 173 +1,149 1.49% Q1 2026 May 13, 2026
Pekin Hardy Strauss, Inc. History Reduced 77,545 4,534 0.47% 0.41% 174 -66 -0.09% Q1 2026 May 06, 2026
Moors & Cabot, Inc. History Reduced 77,370 4,523 0.19% 0.19% 175 -700 -0.9% Q1 2026 May 08, 2026
Vanguard Personalized Indexing Management, LLC History Added to 77,269 4,517 0.04% 0.04% 176 +1,358 1.79% Q1 2026 May 14, 2026
Fisher Asset Management, LLC History Reduced 76,166 4,453 0.0% 0.0% 177 -1,879 -2.41% Q1 2026 May 05, 2026
GABELLI FUNDS LLC History New 76,000 4,443 0.03% — 178 +76,000 New Q1 2026 May 14, 2026
PARK AVENUE SECURITIES LLC History Added to 74,236 4,341 0.03% 0.03% 179 +8,905 13.63% Q1 2026 Apr 07, 2026
D.A. DAVIDSON & CO. History Added to 74,155 4,335 0.03% 0.02% 180 +21,303 40.31% Q1 2026 May 05, 2026
Lifetime Wealth Management P.C. History Added to 73,287 4,285 2.44% 2.57% 181 +1,127 1.56% Q1 2026 May 15, 2026
First Bank & Trust History Added to 73,272 4,284 0.69% 0.64% 182 +3,540 5.08% Q1 2026 Apr 10, 2026
Vise Technologies, Inc. History No change 74,936 4,242 0.08% 0.08% 183 0 0.0% Q1 2026 Apr 21, 2026
Corient Private Wealth LLC History Added to 75,868 4,236 0.01% 0.0% 184 +25,126 49.52% Q1 2026 May 15, 2026
Walleye Capital LLC History Reduced 71,374 4,173 0.02% 0.06% 185 -272,526 -79.25% Q1 2026 May 13, 2026
NewEdge Wealth, LLC History Added to 71,295 4,168 0.05% 0.04% 186 +12,599 21.46% Q1 2026 May 13, 2026
HRT FINANCIAL LP History Reduced 70,306 4,110 0.01% 0.05% 187 -236,458 -77.08% Q1 2026 May 14, 2026
CIBC Asset Management Inc History Added to 69,174 4,044 0.01% 0.01% 188 +3,533 5.38% Q1 2026 May 12, 2026
Aquatic Capital Management LLC History New 68,365 3,997 0.11% — 189 +68,365 New Q1 2026 May 15, 2026
Headlands Technologies LLC History Added to 68,263 3,991 0.45% 0.05% 190 +57,968 563.07% Q1 2026 May 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 67,040 3,919 0.01% 0.11% 191 -1,448,956 -95.58% Q1 2026 May 15, 2026
Orca Wealth Management, LLC History Added to 66,810 3,906 2.78% 2.74% 192 +4,598 7.39% Q1 2026 Apr 23, 2026
CLOVERFIELDS CAPITAL GROUP, LP History Added to 65,234 3,814 1.23% 1.13% 193 +825 1.28% Q1 2026 May 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 64,821 3,790 0.06% 0.05% 194 +9,462 17.09% Q1 2026 May 01, 2026
Manske Wealth Management History Reduced 64,773 3,787 1.06% 1.09% 195 -618 -0.95% Q1 2026 Apr 30, 2026
Focus Partners Wealth History Added to 64,684 3,774 0.0% 0.0% 196 +11,001 20.49% Q1 2026 May 14, 2026
IEQ CAPITAL, LLC History Added to 63,581 3,717 0.02% 0.01% 197 +5,161 8.83% Q1 2026 May 14, 2026
CWA Asset Management Group, LLC History Added to 63,231 3,697 0.13% 0.11% 198 +10,923 20.88% Q1 2026 Apr 20, 2026
BANK OF MONTREAL /CAN/ History Reduced 62,852 3,674 0.0% 0.0% 199 -107,101 -63.02% Q1 2026 May 13, 2026
Callan Family Office, LLC History Added to 62,434 3,650 0.08% 0.07% 200 +8,937 16.71% Q1 2026 May 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 61,899 3,644 0.08% 0.09% 201 +29,469 90.87% Q1 2026 Apr 27, 2026
AR ASSET MANAGEMENT INC History No change 61,464 3,594 0.69% 0.71% 202 0 0.0% Q1 2026 May 13, 2026
Kathmere Capital Management, LLC History Reduced 61,048 3,569 0.22% 0.27% 203 -10,224 -14.35% Q1 2026 Apr 28, 2026
QUADRANT CAPITAL GROUP LLC History Added to 60,831 3,556 0.11% 0.1% 204 +1,231 2.07% Q1 2026 May 13, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 58,837 3,440 0.82% 0.81% 205 -425 -0.72% Q1 2026 Apr 28, 2026
Caption Management, LLC History New 58,000 3,391 0.02% — 206 +58,000 New Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 57,800 3,379 0.01% 0.01% 207 -49,700 -46.23% Q1 2026 May 15, 2026
Bleakley Financial Group, LLC History Added to 57,715 3,374 0.05% 0.05% 208 +6,103 11.82% Q1 2026 May 04, 2026
Entropy Technologies, LP History New 56,495 3,303 0.15% — 209 +56,495 New Q1 2026 May 14, 2026
Uncommon Cents Investing LLC History Added to 56,480 3,302 0.77% 0.76% 210 +765 1.37% Q1 2026 Apr 15, 2026
Phoenix Financial Ltd. History Added to 55,906 3,268 0.03% 0.03% 211 +10,306 22.6% Q1 2026 May 11, 2026
Galilei Investment Office LLP History Added to 55,861 3,219 1.67% 1.47% 212 +713 1.29% Q1 2026 May 13, 2026
ENGLISH CAPITAL MANAGEMENT LLC History No change 54,529 3,188 1.87% 1.9% 213 0 0.0% Q1 2026 May 08, 2026
NOMURA HOLDINGS INC History Added to 54,500 3,186 0.01% 0.0% 214 +8,300 17.97% Q1 2026 May 15, 2026
LFG Wealth Partners, LLC History Added to 53,268 3,114 1.88% 1.86% 215 +1,858 3.61% Q1 2026 Jun 11, 2026
WEXFORD CAPITAL LP History New 53,180 3,109 0.45% — 217 +53,180 New Q1 2026 May 15, 2026
Cherokee Insurance Co History No change 53,176 3,109 1.18% 1.22% 216 0 0.0% Q1 2026 Apr 28, 2026
FULTON BANK, N.A. History Added to 52,848 3,090 0.11% 0.09% 218 +4,711 9.79% Q1 2026 Apr 24, 2026
SIGNATUREFD, LLC History Added to 52,670 3,079 0.05% 0.04% 219 +1,007 1.95% Q1 2026 Apr 07, 2026
CALIFORNIA FIRST LEASING CORP History No change 52,500 3,069 0.98% 0.97% 220 0 0.0% Q1 2026 Apr 28, 2026
HF Advisory Group, LLC History Added to 51,024 2,983 1.02% 0.95% 221 +2,970 6.18% Q1 2026 Apr 21, 2026
44 WEALTH MANAGEMENT LLC History Added to 50,496 2,952 1.03% 0.5% 222 +24,325 92.95% Q1 2026 May 15, 2026
FLOW TRADERS U.S. LLC History Reduced 50,309 2,942 0.09% 0.1% 223 -5,470 -9.81% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Reduced 49,310 2,883 0.01% 0.01% 224 -12,997 -20.86% Q1 2026 Apr 30, 2026
Equitable Holdings, Inc. History Reduced 50,664 2,869 0.02% 0.02% 225 -1,484 -2.85% Q1 2026 May 15, 2026
FIRST NATIONAL TRUST CO History Added to 48,273 2,822 0.1% 0.09% 226 +36 0.07% Q1 2026 May 07, 2026
Global Retirement Partners, LLC History No change 49,499 2,802 0.05% 0.05% 227 0 0.0% Q4 2025 Feb 06, 2026
Phil A. Younker & Associates, Ltd. History Added to 47,871 2,799 1.87% 1.79% 228 +2,469 5.44% Q1 2026 Apr 17, 2026
Arkadios Wealth Advisors History Reduced 47,449 2,774 0.05% 0.05% 229 -534 -1.11% Q1 2026 May 18, 2026
BROWN ADVISORY INC History Added to 47,290 2,765 0.0% 0.0% 230 +32,307 215.62% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 46,164 2,699 0.0% 0.0% 231 +2,391 5.46% Q1 2026 May 07, 2026
AdvisorNet Financial, Inc History Reduced 46,146 2,698 0.14% 0.15% 232 -2,091 -4.33% Q1 2026 Apr 17, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 45,203 2,680 0.06% 0.05% 233 +732 1.65% Q1 2026 May 15, 2026
Raleigh Capital Management Inc. History Added to 45,240 2,645 0.91% 0.85% 234 +3,965 9.61% Q1 2026 Apr 28, 2026
AMG National Trust Bank History Added to 45,120 2,638 0.06% 0.06% 235 +2,026 4.7% Q1 2026 May 04, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 44,392 2,595 0.01% 0.02% 236 -31,169 -41.25% Q1 2026 Apr 29, 2026
Integrated Wealth Concepts LLC History Added to 44,312 2,590 0.02% 0.02% 237 +19,341 77.45% Q1 2026 May 15, 2026
Alaethes Wealth, LLC History Added to 43,322 2,569 0.73% 0.63% 238 +4,085 10.41% Q1 2026 May 12, 2026
PRINCIPAL SECURITIES, INC. History Added to 43,500 2,543 0.04% 0.03% 239 +6,316 16.99% Q1 2026 May 13, 2026
Waverly Advisors, LLC History Added to 43,317 2,532 0.02% 0.02% 240 +3,045 7.56% Q1 2026 May 15, 2026
Range Financial Group LLC History Reduced 43,108 2,520 0.85% 0.85% 241 -332 -0.76% Q1 2026 Apr 30, 2026
Prosperity Consulting Group, LLC History Reduced 42,322 2,474 0.11% 0.11% 242 -2,517 -5.61% Q1 2026 May 05, 2026
Naviter Wealth, LLC History Added to 41,330 2,451 0.31% 0.3% 243 +1,668 4.21% Q1 2026 Apr 10, 2026
Caprock Group, LLC History Reduced 41,212 2,444 0.06% 0.05% 244 -200 -0.48% Q1 2026 May 11, 2026
Citizens National Bank Trust Department History Reduced 41,336 2,416 0.4% 0.41% 245 -588 -1.4% Q1 2026 May 04, 2026
Townsend & Associates, Inc History Reduced 42,996 2,415 0.21% 0.23% 246 -435 -1.0% Q1 2026 Apr 28, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 41,165 2,406 0.01% 0.0% 247 +10,867 35.87% Q1 2026 May 14, 2026
Optimist Retirement Group LLC History Reduced 41,115 2,403 1.06% 1.08% 248 -398 -0.96% Q1 2026 May 11, 2026
Parallax Volatility Advisers, L.P. History Added to 43,716 2,396 0.01% 0.0% 249 +10,682 32.34% Q1 2026 May 15, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 41,570 2,388 0.04% 0.06% 250 +17,189 70.5% Q1 2026 May 01, 2026
Steward Partners Investment Advisory, LLC History Added to 40,321 2,357 0.01% 0.01% 251 +2,337 6.15% Q1 2026 May 08, 2026
Snowden Capital Advisors LLC History Added to 39,375 2,334 0.06% 0.03% 252 +21,443 119.58% Q1 2026 May 14, 2026
SYON CAPITAL LLC History Reduced 39,483 2,308 0.12% 0.11% 253 -1,220 -3.0% Q1 2026 May 13, 2026
CHOREO, LLC History Added to 39,134 2,288 0.03% 0.02% 254 +12,053 44.51% Q1 2026 May 12, 2026
Verdence Capital Advisors LLC History Added to 38,448 2,248 0.13% 0.12% 255 +3,821 11.03% Q1 2026 Apr 30, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 37,940 2,218 0.01% 0.01% 256 +718 1.93% Q1 2026 May 15, 2026
Wealth Science Advisors LLC History No change 38,782 2,195 1.23% 1.27% 257 0 0.0% Q1 2026 Apr 08, 2026
Dorsey Wright & Associates History Added to 37,538 2,194 0.27% 0.33% 258 +10,803 40.41% Q1 2026 May 06, 2026
EQUITABLE TRUST CO History New 37,323 2,182 0.1% — 259 +37,323 New Q1 2026 Apr 30, 2026
Havemeyer Place LP History Added to 37,083 2,168 0.25% 0.12% 260 +26,657 255.68% Q1 2026 May 13, 2026
WEALTH ALLIANCE, LLC History Added to 36,959 2,161 0.21% 0.18% 261 +4,502 13.87% Q1 2026 May 14, 2026
Advisory Services Network, LLC History Added to 36,536 2,136 0.03% 0.02% 262 +6,225 20.54% Q1 2026 May 15, 2026
DRW Securities, LLC History Reduced 36,257 2,119 0.03% 0.07% 263 -11,616 -24.26% Q1 2026 May 13, 2026
Allspring Global Investments Holdings, LLC History Added to 36,266 2,099 0.0% 0.0% 264 +7,820 27.49% Q1 2026 May 05, 2026
Blue Trust, Inc. History Added to 35,161 2,055 0.02% 0.02% 265 +2,693 8.29% Q1 2026 Apr 20, 2026
MAVERICK CAPITAL LTD History Added to 35,053 2,049 0.02% 0.02% 266 +4,693 15.46% Q1 2026 May 15, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 35,017 2,047 0.64% 0.55% 267 +5,532 18.76% Q1 2026 May 13, 2026
Souders Financial Advisors History Added to 34,653 2,026 0.23% 0.21% 268 +2,320 7.18% Q1 2026 May 04, 2026
Compound Planning, Inc. History Reduced 34,640 2,025 0.06% 0.06% 269 -507 -1.44% Q1 2026 May 14, 2026
Sequoia Financial Advisors, LLC History Added to 33,424 1,954 0.01% 0.01% 270 +2,238 7.18% Q1 2026 Apr 30, 2026
Ativo Capital Management LLC History Added to 32,330 1,890 1.64% 1.6% 271 +1 0.0% Q1 2026 May 01, 2026
Strategic Investment Advisors / MI History Added to 31,286 1,829 0.13% 0.04% 272 +22,195 244.14% Q1 2026 May 18, 2026
Jackson Wealth Management, LLC History Added to 31,234 1,826 0.19% 0.17% 273 +837 2.75% Q1 2026 May 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 31,205 1,824 0.02% 0.02% 274 +7,986 34.39% Q1 2026 Apr 20, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 30,430 1,804 0.04% 0.03% 275 +3,709 13.88% Q1 2026 May 14, 2026
Perpetual Ltd History Added to 30,483 1,782 0.03% 0.02% 276 +3,232 11.86% Q1 2026 Apr 14, 2026
World Investment Advisors History Added to 30,437 1,779 0.03% 0.02% 277 +4,128 15.69% Q1 2026 Apr 27, 2026
Beacon Pointe Advisors, LLC History Added to 30,383 1,776 0.01% 0.01% 278 +9,420 44.94% Q1 2026 May 15, 2026
Qtron Investments LLC History Added to 30,258 1,769 0.24% 0.17% 279 +7,695 34.1% Q1 2026 May 15, 2026
GUGGENHEIM CAPITAL LLC History Reduced 30,231 1,767 0.01% 0.01% 280 -1,924 -5.98% Q1 2026 May 15, 2026
Timelo Investment Management Inc. History Reduced 30,000 1,754 1.38% 1.31% 281 -35,000 -53.85% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Reduced 29,833 1,744 0.05% 0.1% 282 -39,676 -57.08% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 29,660 1,716 0.01% 0.01% 283 +12,782 75.73% Q1 2026 May 12, 2026
Rockefeller Capital Management L.P. History Added to 29,069 1,699 0.0% 0.0% 284 +16,893 138.74% Q1 2026 May 14, 2026
Advisors Asset Management, Inc. History Added to 28,459 1,663 0.03% 0.03% 285 +1,880 7.07% Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History Added to 27,863 1,629 0.02% 0.02% 286 +1,425 5.39% Q1 2026 Apr 23, 2026
NWAM LLC History Reduced 27,755 1,622 0.09% 0.09% 287 -9 -0.03% Q1 2026 May 04, 2026
Private Advisor Group, LLC History Added to 27,463 1,605 0.01% 0.01% 288 +878 3.3% Q1 2026 Apr 24, 2026
Nuveen, LLC History New 27,399 1,602 0.0% — 290 +27,399 New Q1 2026 Apr 30, 2026
FNY Investment Advisers, LLC History Added to 27,400 1,602 0.7% 0.2% 289 +15,100 122.76% Q1 2026 Apr 15, 2026
GLENMEDE TRUST CO NA History Added to 27,363 1,599 0.01% 0.0% 291 +18,460 207.35% Q1 2026 May 26, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 27,199 1,589 0.0% 0.0% 292 +3,164 13.16% Q1 2026 May 01, 2026
BESSEMER GROUP INC History Added to 27,130 1,586 0.0% 0.0% 293 +24,750 1039.92% Q1 2026 May 06, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 26,706 1,561 0.63% 0.63% 294 -59 -0.22% Q1 2026 Apr 24, 2026
Brookstone Capital Management History Reduced 26,420 1,544 0.02% 0.02% 295 -32 -0.12% Q1 2026 Apr 16, 2026
Lido Advisors, LLC History Added to 25,997 1,540 0.0% 0.0% 296 +9,796 60.47% Q1 2026 May 13, 2026
Prime Capital Investment Advisors, LLC History Added to 26,291 1,537 0.02% 0.02% 297 +17 0.06% Q1 2026 May 08, 2026
Venturi Wealth Management, LLC History Reduced 26,003 1,520 0.07% 0.12% 298 -20,533 -44.12% Q1 2026 Apr 21, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 25,909 1,514 0.02% 0.02% 299 +2,188 9.22% Q1 2026 May 11, 2026
Obermeyer Wealth Partners History No change 25,274 1,477 0.07% 0.07% 300 0 0.0% Q1 2026 Apr 20, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 25,177 1,472 0.12% 0.06% 301 +10,901 76.36% Q1 2026 May 13, 2026
XTX Topco Ltd History Reduced 25,018 1,462 0.03% 0.08% 302 -31,901 -56.05% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Reduced 24,532 1,434 0.0% 0.0% 303 -1,364 -5.27% Q1 2026 May 01, 2026
Ascent Group, LLC History Reduced 24,391 1,426 0.05% 0.05% 304 -497 -2.0% Q1 2026 May 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 24,320 1,421 0.01% 0.0% 305 +10,693 78.47% Q1 2026 Apr 24, 2026
REGIONS FINANCIAL CORP History Reduced 24,301 1,420 0.01% 0.01% 306 -3,100 -11.31% Q1 2026 May 05, 2026
Aaron Wealth Advisors LLC History Added to 24,241 1,417 0.08% 0.06% 307 +4,717 24.16% Q1 2026 Apr 21, 2026
FRANKLIN RESOURCES INC History Added to 24,166 1,412 0.0% 0.0% 308 +789 3.38% Q1 2026 May 13, 2026
J.Safra Asset Management Corp History Added to 23,822 1,392 0.07% 0.05% 309 +6,712 39.23% Q1 2026 May 04, 2026
Ted Buchan & Co History Reduced 23,627 1,381 0.5% 0.5% 310 -447 -1.86% Q1 2026 May 14, 2026
Integrated Quantitative Investments LLC History Added to 23,528 1,375 0.25% 0.15% 311 +10,883 86.07% Q1 2026 May 13, 2026
AdvisorShares Investments LLC History Reduced 23,503 1,374 0.25% 0.23% 312 -394 -1.65% Q1 2026 Apr 28, 2026
GREENLEAF TRUST History Added to 23,487 1,373 0.01% 0.01% 313 +62 0.26% Q1 2026 Apr 27, 2026
Applied Capital LLC/FL History Reduced 23,406 1,368 0.65% 0.8% 314 -487 -2.04% Q1 2026 May 07, 2026
Pictet Asset Management Holding SA History No change 22,967 1,342 0.0% 0.0% 315 0 0.0% Q1 2026 Apr 22, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 22,883 1,337 0.07% 0.07% 316 +1,548 7.26% Q1 2026 Apr 16, 2026
CEERA INVESTMENTS, LLC History Added to 22,460 1,313 0.58% 0.43% 317 +2,885 14.74% Q1 2026 May 06, 2026
Merit Financial Group, LLC History Added to 21,992 1,285 0.01% 0.01% 318 +3,334 17.87% Q1 2026 Apr 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 21,965 1,284 0.02% 0.02% 319 +868 4.11% Q1 2026 May 07, 2026
Dynasty Wealth Management, LLC History Reduced 21,750 1,271 0.01% 0.01% 320 -441 -1.99% Q1 2026 May 14, 2026
SMITH, MOORE & CO. History Reduced 21,427 1,252 0.09% 0.09% 321 -195 -0.9% Q1 2026 May 05, 2026
PCM Encore, LLC History Added to 21,388 1,250 0.26% 0.25% 322 +769 3.73% Q1 2026 May 12, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 21,294 1,245 0.18% 0.15% 323 +1,522 7.7% Q1 2026 May 01, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 20,981 1,226 0.01% 0.01% 324 0 0.0% Q1 2026 Apr 24, 2026
SANDERS MORRIS HARRIS LLC History Added to 20,723 1,211 0.19% 0.46% 325 +15,500 296.76% Q1 2026 Apr 09, 2026
Aprio Wealth Management, LLC History Added to 20,678 1,209 0.07% 0.07% 326 +2 0.01% Q1 2026 May 11, 2026
Independent Advisor Alliance History Reduced 20,638 1,206 0.01% 0.03% 327 -3,690 -15.17% Q1 2026 May 12, 2026
AE Wealth Management LLC History Added to 20,613 1,205 0.01% 0.0% 328 +5,271 34.36% Q1 2026 May 13, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Added to 20,650 1,194 0.06% 0.08% 329 +154 0.75% Q1 2026 Apr 15, 2026
Code Waechter LLC History Reduced 20,180 1,179 0.7% 0.79% 330 -1,623 -7.44% Q1 2026 Apr 15, 2026
VICTORY CAPITAL MANAGEMENT INC History New 20,000 1,169 0.0% — 331 +20,000 New Q1 2026 May 15, 2026
Nicholas Wealth, LLC. History Added to 19,930 1,165 0.8% 0.73% 332 +755 3.94% Q1 2026 Apr 22, 2026
HB Wealth Management, LLC History Added to 19,869 1,161 0.01% 0.01% 333 +3,216 19.31% Q1 2026 Apr 27, 2026
RETIREMENT GUYS FORMULA LLC History New 19,854 1,160 0.53% — 334 +19,854 New Q1 2026 Apr 22, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 19,595 1,145 0.05% 0.06% 335 -2,803 -12.51% Q1 2026 Apr 28, 2026
Ausdal Financial Partners, Inc. History Reduced 19,435 1,136 0.05% 0.05% 336 -1,132 -5.5% Q1 2026 May 12, 2026
WESPAC Advisors, LLC History Reduced 19,414 1,135 0.62% 0.67% 337 -2,359 -10.83% Q1 2026 Apr 28, 2026
OneDigital Investment Advisors LLC History Added to 19,340 1,130 0.01% 0.0% 338 +15,588 415.46% Q1 2026 May 08, 2026
Keystone Financial Group History Added to 19,241 1,125 0.08% 0.07% 340 +1,685 9.6% Q1 2026 May 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 19,244 1,125 0.0% 0.0% 339 -881 -4.38% Q1 2026 May 06, 2026
San Luis Wealth Advisors LLC History Added to 19,032 1,112 0.18% 0.18% 341 +286 1.53% Q1 2026 Apr 29, 2026
Ipswich Investment Management Co., Inc. History Reduced 19,000 1,110 0.26% 0.33% 342 -6,000 -24.0% Q1 2026 Apr 10, 2026
ASO GROUP Ltd History No change 18,908 1,106 0.47% 0.42% 343 0 0.0% Q1 2026 Apr 21, 2026
Allworth Financial LP History Added to 18,898 1,104 0.0% 0.0% 344 +1,506 8.66% Q1 2026 May 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 18,713 1,094 0.0% 0.0% 345 +14,088 304.61% Q1 2026 May 13, 2026
Smartleaf Asset Management LLC History Added to 18,754 1,092 0.04% 0.04% 346 +1,800 10.62% Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History New 18,604 1,087 0.02% — 348 +18,604 New Q1 2026 May 12, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 18,345 1,087 0.15% 0.07% 347 +10,390 130.61% Q1 2026 Apr 30, 2026
Baird Financial Group, Inc. History Added to 18,157 1,061 0.0% 0.0% 349 +2,400 15.23% Q1 2026 May 14, 2026
Glenorchy Capital Ltd History Added to 17,917 1,047 0.06% 0.05% 351 +2,536 16.49% Q1 2026 May 14, 2026
TOWNSQUARE CAPITAL LLC History Reduced 17,923 1,047 0.24% 0.23% 350 -186 -1.03% Q1 2026 May 13, 2026
CWM, LLC History Added to 17,888 1,045 0.0% 0.0% 352 +2,543 16.57% Q1 2026 May 14, 2026
IFP Advisors, Inc History Added to 17,738 1,037 0.02% 0.02% 353 +1,186 7.17% Q1 2026 Apr 13, 2026
RHUMBLINE ADVISERS History Added to 17,677 1,033 0.0% 0.0% 354 +1,058 6.37% Q1 2026 May 12, 2026
Concurrent Investment Advisors, LLC History Added to 17,555 1,026 0.01% 0.01% 355 +2,947 20.17% Q1 2026 Apr 20, 2026
ALLIANCEBERNSTEIN L.P. History Added to 17,978 1,017 0.0% 0.0% 356 +7,238 67.39% Q1 2026 May 15, 2026
Adalta Capital Management LLC History Added to 17,120 1,015 0.49% 0.4% 357 +1,605 10.34% Q1 2026 May 15, 2026
Glenview Trust Co History Reduced 17,333 1,013 0.02% 0.02% 358 -512 -2.87% Q1 2026 May 08, 2026
Parrish Capital LLC History Added to 17,093 999 0.89% 0.81% 360 +1,214 7.65% Q1 2026 Apr 28, 2026
Michels Family Financial, LLC History Added to 17,098 999 0.72% 0.7% 359 +189 1.12% Q1 2026 Apr 24, 2026
Hilton Head Capital Partners, LLC History Reduced 16,949 990 0.56% 0.58% 361 -646 -3.67% Q1 2026 Apr 20, 2026
Atlantic Union Bankshares Corp History Added to 16,820 983 0.02% 0.02% 362 +600 3.7% Q1 2026 May 12, 2026
HSBC HOLDINGS PLC History Reduced 16,857 981 0.0% 0.0% 363 -1,674 -9.03% Q1 2026 Apr 30, 2026
D'Orazio & Associates, Inc. History Reduced 16,652 973 0.13% 0.12% 364 -41 -0.25% Q1 2026 May 07, 2026
Arax Advisory Partners History Reduced 16,359 956 0.03% 0.04% 365 -6,261 -27.68% Q1 2026 May 13, 2026
Finer Wealth Management, Inc. History Added to 16,350 955 0.48% 0.43% 366 +819 5.27% Q1 2026 May 12, 2026
Ascentis Independent Advisors History Added to 16,043 938 0.07% 0.06% 367 +9,754 155.1% Q1 2026 Apr 28, 2026
CSS LLC/IL History Reduced 16,030 937 0.04% 0.07% 368 -10,140 -38.75% Q1 2026 May 15, 2026
Key Client Fiduciary Advisors, LLC History Added to 16,010 936 0.32% 0.3% 369 +268 1.7% Q1 2026 Apr 09, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Reduced 16,000 935 0.1% 0.18% 370 -16,400 -50.62% Q1 2026 May 14, 2026
Plan Group Financial, LLC History Reduced 16,000 935 0.22% 0.32% 371 -5,700 -26.27% Q1 2026 Apr 13, 2026
Advyzon Investment Management, LLC History Added to 15,989 934 0.08% 0.09% 372 +1,632 11.37% Q1 2026 May 12, 2026
O'Brien Greene & Co. Inc History Added to 15,943 932 0.26% 0.25% 373 +1,000 6.69% Q1 2026 May 06, 2026
Savant Capital, LLC History Added to 15,896 929 0.0% 0.0% 374 +2,067 14.95% Q1 2026 May 04, 2026
TCW GROUP INC History No change 15,706 918 0.01% 0.01% 375 0 0.0% Q1 2026 May 14, 2026
EntryPoint Capital, LLC History Added to 15,669 916 0.27% 0.08% 376 +11,859 311.26% Q1 2026 May 14, 2026
Capital International Sarl History Reduced 15,566 910 0.01% 0.05% 377 -43,249 -73.53% Q1 2026 May 13, 2026
Avidian Wealth Enterprises, LLC History Added to 15,483 905 0.03% 0.03% 378 +501 3.34% Q1 2026 May 07, 2026
Access Investment Management LLC History Added to 15,425 901 0.24% 0.2% 379 +1,230 8.67% Q1 2026 May 21, 2026
Linden Thomas Advisory Services, LLC History Added to 15,370 898 0.09% 0.08% 380 +690 4.7% Q1 2026 Apr 10, 2026
TD ASSET MANAGEMENT INC History Added to 15,317 895 0.0% 0.0% 381 +2,399 18.57% Q1 2026 May 11, 2026
Curi Capital, LLC History Reduced 15,129 884 0.02% 0.03% 382 -11,634 -43.47% Q1 2026 May 15, 2026
Icon Wealth Advisors, LLC History New 15,257 876 0.06% — 383 +15,257 New Q1 2026 May 12, 2026
Farther Finance Advisors, LLC History Added to 14,905 862 0.01% 0.01% 384 +4,308 40.65% Q1 2026 Apr 07, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 14,586 852 0.08% 0.07% 385 +1,270 9.54% Q1 2026 Apr 09, 2026
Cresset Asset Management, LLC History Added to 14,251 843 0.0% 0.0% 386 +5,706 66.78% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Added to 14,267 834 0.08% 0.08% 387 +2,620 22.5% Q1 2026 Apr 06, 2026
Legal & General Group Plc History Reduced 14,192 829 0.0% 0.0% 388 -32,772 -69.78% Q1 2026 May 08, 2026
Frank, Rimerman Advisors LLC History Added to 14,098 824 0.05% 0.04% 389 +2,758 24.32% Q1 2026 Apr 29, 2026
Avantra Family Wealth, Inc. History Added to 14,081 823 0.61% 0.57% 390 +96 0.69% Q1 2026 Apr 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 13,902 812 0.02% 0.02% 391 -1,960 -12.36% Q1 2026 May 15, 2026
INTRUST BANK NA History Added to 13,888 812 0.07% 0.06% 392 +877 6.74% Q1 2026 May 06, 2026
Ballentine Partners, LLC History Added to 13,734 803 0.01% 0.01% 393 +908 7.08% Q1 2026 May 14, 2026
Banco de Sabadell, S.A History Added to 13,576 792 0.53% 0.49% 394 +377 2.86% Q1 2026 May 08, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 13,559 792 0.06% 0.06% 395 +315 2.38% Q1 2026 Apr 30, 2026
GeoWealth Management, LLC History Added to 13,523 790 0.03% 0.02% 396 +2,558 23.33% Q1 2026 May 13, 2026
GC Wealth Management RIA, LLC History Added to 13,474 787 0.03% 0.02% 397 +3,108 29.98% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 13,355 780 0.04% 0.04% 398 +976 7.88% Q1 2026 Apr 06, 2026
Regal Investment Advisors LLC History Added to 13,152 768 0.04% 0.04% 399 +904 7.38% Q1 2026 May 14, 2026
Gibbs Wealth Management History New 13,071 764 0.1% — 401 +13,071 New Q1 2026 May 13, 2026
Stratos Wealth Partners, LTD. History Reduced 13,082 764 0.01% 0.01% 400 -177 -1.33% Q1 2026 Apr 28, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 13,022 761 0.08% 0.06% 402 +2,666 25.74% Q1 2026 May 11, 2026
Procyon Advisors, LLC History New 13,001 760 0.04% — 403 +13,001 New Q1 2026 May 04, 2026
CONNABLE OFFICE INC History New 12,935 756 0.07% — 404 +12,935 New Q1 2026 Apr 29, 2026
PROFUND ADVISORS LLC History Reduced 12,884 753 0.03% 0.03% 405 -2,006 -13.47% Q1 2026 Apr 24, 2026
Lester Murray Antman dba SimplyRich History Reduced 12,815 749 0.19% 0.19% 406 -103 -0.8% Q1 2026 May 01, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 12,779 747 0.02% 0.01% 407 +1,362 11.93% Q1 2026 Apr 15, 2026
Kingsview Wealth Management, LLC History Added to 12,721 743 0.01% 0.01% 408 +289 2.32% Q1 2026 May 12, 2026
Larson Financial Group LLC History Reduced 12,636 738 0.02% 0.02% 409 -610 -4.61% Q1 2026 May 15, 2026
Rehmann Capital Advisory Group History Reduced 12,565 734 0.04% 0.04% 410 -1,947 -13.42% Q1 2026 May 15, 2026
Stokes Family Office, LLC History Reduced 12,511 731 0.08% 0.09% 411 -5,073 -28.85% Q1 2026 May 11, 2026
Keudell/Morrison Wealth Management History Added to 12,455 728 0.15% 0.14% 412 +547 4.59% Q1 2026 Apr 20, 2026
Prospera Financial Services Inc History Added to 12,326 720 0.01% 0.01% 413 +403 3.38% Q1 2026 Apr 14, 2026
Mutual Advisors, LLC History Added to 12,171 711 0.02% 0.01% 414 +188 1.57% Q1 2026 May 01, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 12,041 704 0.05% 0.05% 415 +226 1.91% Q1 2026 Apr 20, 2026
Lantz Financial LLC History Added to 11,810 690 0.14% 0.12% 416 +1,420 13.67% Q1 2026 Apr 09, 2026
FDx Advisors, Inc. History Added to 11,786 689 0.22% 0.15% 417 +6,526 124.07% Q1 2026 May 01, 2026
Parallel Advisors, LLC History Added to 11,651 681 0.01% 0.01% 418 +3,135 36.81% Q1 2026 Jun 02, 2026
Y-Intercept (Hong Kong) Ltd History New 11,404 666 0.01% — 420 +11,404 New Q1 2026 Apr 27, 2026
Savvy Advisors, Inc. History Added to 11,395 666 0.02% 0.02% 419 +598 5.54% Q1 2026 May 11, 2026
May Hill Capital, LLC History Added to 11,362 664 0.17% 0.16% 421 +1,068 10.37% Q1 2026 May 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 11,348 663 0.01% 0.0% 422 +6,352 127.14% Q1 2026 May 08, 2026
49 WEALTH MANAGEMENT, LLC History Added to 11,195 654 0.05% 0.05% 423 +646 6.12% Q1 2026 May 13, 2026
Tidal Investments LLC History Reduced 11,172 653 0.0% 0.0% 424 -384 -3.32% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History No change 11,100 649 0.0% 0.0% 425 0 0.0% Q1 2026 May 15, 2026
Sanchez Gaunt Capital Management, LLC History New 11,028 644 0.4% — 427 +11,028 New Q1 2026 Apr 14, 2026
Phillips Wealth Planners LLC History Added to 10,661 644 0.48% 0.4% 426 +2,101 24.54% Q1 2026 May 14, 2026
REXFORD CAPITAL INC History No change 10,870 635 0.45% 0.47% 428 0 0.0% Q1 2026 Apr 23, 2026
Abel Hall, LLC History Reduced 10,848 634 0.14% 0.25% 429 -7,896 -42.13% Q1 2026 Apr 28, 2026
Bank & Trust Co History No change 10,840 633 0.43% 0.43% 430 0 0.0% Q1 2026 Apr 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 10,779 630 0.01% 0.01% 431 -136 -1.25% Q1 2026 Apr 09, 2026
Financial & Tax Architects, LLC History Reduced 10,718 626 0.14% 0.19% 432 -4,479 -29.47% Q1 2026 Apr 23, 2026
Beverly Hills Private Wealth, LLC History Added to 10,650 622 0.1% 0.1% 433 +262 2.52% Q1 2026 May 01, 2026
RNC CAPITAL MANAGEMENT LLC History Reduced 10,488 613 0.03% 0.03% 434 -145 -1.36% Q1 2026 Aug 06, 2026
1832 Asset Management L.P. History Reduced 10,400 608 0.0% 0.03% 435 -723,900 -98.58% Q1 2026 May 14, 2026
Symphony Financial, Ltd. Co. History Added to 10,422 603 0.08% 0.07% 437 +1,743 20.08% Q1 2026 Apr 30, 2026
STOCK YARDS BANK & TRUST CO History No change 10,318 603 0.02% 0.02% 436 0 0.0% Q1 2026 Apr 24, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 10,186 595 0.01% 0.01% 438 +791 8.42% Q1 2026 Apr 15, 2026
MGO ONE SEVEN LLC History Added to 10,132 592 0.01% 0.01% 439 +439 4.53% Q1 2026 May 14, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Reduced 10,121 591 0.09% 0.09% 440 -8 -0.08% Q1 2026 Apr 28, 2026
BRANDES INVESTMENT PARTNERS, LP History Reduced 10,041 587 0.0% 0.01% 441 -1,792 -15.14% Q1 2026 May 15, 2026
Dorsey & Whitney Trust CO LLC History Added to 10,005 584 0.03% 0.03% 442 +30 0.3% Q1 2026 May 14, 2026
Stockman Wealth Management, Inc. History No change 10,000 584 0.06% 0.07% 443 0 0.0% Q1 2026 Apr 13, 2026
MADDEN SECURITIES Corp History Reduced 9,925 580 0.17% 0.33% 445 -9,350 -48.51% Q1 2026 May 05, 2026
Park Place Capital Corp History Added to 9,923 580 0.12% 0.11% 446 +741 8.07% Q1 2026 Apr 09, 2026
INTEGRITY ALLIANCE, LLC. History Added to 9,931 580 0.02% 0.02% 444 +509 5.4% Q1 2026 May 11, 2026
X-Square Capital, LLC History Added to 9,892 578 0.19% 0.18% 447 +11 0.11% Q1 2026 May 15, 2026
Fielder Capital Group LLC History No change 9,818 574 0.13% 0.12% 448 0 0.0% Q1 2026 May 12, 2026
Hilltop Holdings Inc. History Reduced 9,726 568 0.05% 0.06% 449 -7,567 -43.76% Q1 2026 May 14, 2026
Wealthcare Advisory Partners LLC History New 9,664 565 0.01% — 450 +9,664 New Q1 2026 Apr 14, 2026
Ethic Inc. History Added to 9,646 564 0.01% 0.01% 451 +637 7.07% Q1 2026 Apr 27, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 9,620 562 0.01% 0.01% 452 -171 -1.75% Q1 2026 May 15, 2026
Marex Group plc History New 9,550 558 0.0% — 453 +9,550 New Q1 2026 May 13, 2026
EXCALIBUR MANAGEMENT CORP History No change 9,491 554 0.2% 0.19% 454 0 0.0% Q1 2026 May 05, 2026
Foster Victor Wealth Advisors, LLC History Added to 9,615 552 0.03% 0.03% 456 +688 7.71% Q1 2026 Apr 20, 2026
WEDBUSH SECURITIES INC History Added to 9,442 552 0.02% 0.02% 455 +45 0.48% Q1 2026 Apr 21, 2026
Weaver Consulting Group History Reduced 9,290 543 0.13% 0.13% 457 -195 -2.06% Q1 2026 May 15, 2026
OLD NATIONAL BANCORP /IN/ History Added to 9,280 542 0.01% 0.01% 458 +325 3.63% Q1 2026 Apr 21, 2026
Dynamic Advisor Solutions LLC History Added to 9,242 540 0.02% 0.02% 459 +151 1.66% Q1 2026 Apr 08, 2026
Geneos Wealth Management Inc. History Reduced 9,209 538 0.01% 0.01% 460 -363 -3.79% Q1 2026 May 04, 2026
Advisors Preferred, LLC History New 9,169 536 0.08% — 461 +9,169 New Q1 2026 May 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 9,156 535 0.02% 0.01% 463 +1,280 16.25% Q1 2026 May 14, 2026
Checchi Capital Advisers, LLC History Added to 9,161 535 0.03% 0.03% 462 +264 2.97% Q1 2026 May 04, 2026
Sound View Wealth Advisors Group, LLC History Added to 9,124 533 0.04% 0.03% 464 +927 11.31% Q1 2026 May 06, 2026
Pines Wealth Management, LLC History Added to 9,110 532 0.17% 0.15% 465 +990 12.19% Q1 2026 Apr 08, 2026
Jefferies Financial Group Inc. History Reduced 9,095 531 0.0% 0.01% 466 -23,349 -71.97% Q1 2026 May 07, 2026
SkyView Investment Advisors, LLC History Added to 9,081 531 0.07% 0.06% 469 +669 7.95% Q1 2026 May 14, 2026
Capital Investment Advisors, LLC History Added to 9,092 531 0.01% 0.01% 467 +265 3.0% Q1 2026 Apr 17, 2026
White Lighthouse Investment Management Inc. History Added to 9,084 531 0.07% 0.07% 468 +168 1.88% Q1 2026 May 14, 2026
Gallacher Capital Management LLC History Added to 9,039 528 0.2% 0.19% 470 +288 3.29% Q1 2026 May 05, 2026
OpenArc Corporate Advisory, LLC History Reduced 9,038 528 0.01% 0.01% 471 -10 -0.11% Q1 2026 May 11, 2026
AA Financial Advisors, LLC History Added to 8,981 525 0.07% 0.08% 474 +1,793 24.94% Q1 2026 Apr 20, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 8,980 525 0.17% 0.13% 473 +1,300 16.93% Q1 2026 Apr 16, 2026
CMG Global Holdings, LLC History No change 8,981 525 0.25% 0.25% 472 0 0.0% Q1 2026 May 01, 2026
SCOTIA CAPITAL INC. History Reduced 8,971 524 0.0% 0.01% 475 -53,593 -85.66% Q1 2026 May 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 8,975 524 0.04% 0.03% 476 +1,013 12.72% Q1 2026 May 12, 2026
Formidable Asset Management, LLC History Reduced 9,212 521 0.08% 0.08% 478 -694 -7.01% Q1 2026 Apr 22, 2026
PDS Planning, Inc History Added to 8,920 521 0.03% 0.03% 477 +445 5.25% Q1 2026 Apr 21, 2026
Sivia Capital Partners, LLC History Reduced 8,840 516 0.1% 0.16% 479 -5,322 -37.58% Q1 2026 May 12, 2026
Ameritas Advisory Services, LLC History Added to 8,797 514 0.02% 0.02% 480 +17 0.19% Q1 2026 May 12, 2026
Anchor Investment Management, LLC History Reduced 8,783 513 0.04% 0.04% 481 -100 -1.13% Q1 2026 May 01, 2026
Quantitative Investment Management, LLC History New 8,700 508 0.05% — 482 +8,700 New Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Reduced 8,687 507 0.0% 0.0% 483 -3,475 -28.57% Q1 2026 May 14, 2026
Western Wealth Management, LLC History Reduced 8,674 507 0.02% 0.02% 484 -74 -0.85% Q1 2026 Jun 18, 2026
VestGen Advisors, LLC History Added to 7,834 498 0.01% 0.01% 485 +4,134 111.73% Q1 2026 May 14, 2026
Fifth Third Wealth Advisors LLC History Added to 8,461 494 0.02% 0.01% 486 +1,224 16.91% Q1 2026 Apr 17, 2026
Arista Wealth Management, LLC History No change 8,400 491 0.06% 0.06% 487 0 0.0% Q1 2026 Apr 30, 2026
BINGHAM PRIVATE WEALTH, LLC History Added to 8,395 490 0.39% 0.34% 488 +1,350 19.16% Q1 2026 May 07, 2026
Alteri Wealth LLC History Added to 8,237 481 0.16% 0.09% 489 +3,046 58.68% Q1 2026 May 06, 2026
Value Investment Professionals, LLC History No change 8,237 481 0.44% 0.49% 490 0 0.0% Q1 2026 Apr 27, 2026
Perennial Investment Advisors, LLC History Added to 8,216 480 0.04% 0.03% 491 +767 10.3% Q1 2026 May 15, 2026
Koshinski Asset Management, Inc. History Added to 8,203 479 0.03% 0.03% 492 +320 4.06% Q1 2026 Apr 27, 2026
Valeo Financial Advisors, LLC History Reduced 8,190 478 0.01% 0.02% 493 -7,984 -49.36% Q1 2026 May 08, 2026
FIRST HORIZON CORP History No change 8,121 474 0.02% 0.02% 494 0 0.0% Q1 2026 Apr 30, 2026
Transamerica Financial Advisors, LLC History Added to 7,935 470 0.04% 0.02% 495 +3,677 86.36% Q1 2026 May 15, 2026
SITTNER & NELSON, LLC History No change 8,050 470 0.17% 0.18% 496 0 0.0% Q1 2026 May 11, 2026
First County Bank /CT/ History Reduced 8,010 468 0.25% 0.33% 498 -3,041 -27.52% Q1 2026 Apr 03, 2026
Kovack Advisors, Inc. History Reduced 8,044 468 0.02% 0.02% 497 -229 -2.77% Q1 2026 May 12, 2026
Burns Matteson Capital Management, LLC History Added to 7,981 466 0.17% 0.08% 499 +3,716 87.13% Q1 2026 May 15, 2026
Apollon Wealth Management, LLC History Added to 7,932 463 0.01% 0.01% 500 +2,764 53.48% Q1 2026 Apr 22, 2026
Larry Mathis Financial Planning, LLC History Reduced 7,887 461 0.41% 0.4% 502 -142 -1.77% Q1 2026 Apr 21, 2026
Syverson Strege & Co History Reduced 7,894 461 0.11% 0.11% 501 -90 -1.13% Q1 2026 May 04, 2026
JANUS HENDERSON GROUP PLC History No change 7,841 458 0.0% 0.0% 503 0 0.0% Q1 2026 May 18, 2026
First City Capital Management, Inc. History Reduced 7,790 455 0.24% 0.24% 504 -400 -4.88% Q1 2026 Apr 17, 2026
Sigma Planning Corp History Added to 7,726 451 0.01% 0.01% 505 +624 8.79% Q1 2026 May 04, 2026
HUB Investment Partners, LLC History Added to 7,701 450 0.01% 0.01% 506 +4,144 116.5% Q1 2026 May 15, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 7,694 449 0.11% 0.08% 507 +2,556 49.75% Q1 2026 Apr 29, 2026
Sunpointe, LLC History Reduced 7,688 449 0.15% 0.15% 508 -75 -0.97% Q1 2026 Apr 21, 2026
Purkiss Capital Advisors LLC History Added to 7,688 449 0.2% 0.2% 509 +16 0.21% Q1 2026 May 04, 2026
A. D. Beadell Investment Counsel, Inc. History Reduced 7,675 448 0.29% 0.28% 510 -25 -0.32% Q1 2026 Apr 17, 2026
EverSource Wealth Advisors, LLC History Added to 7,656 447 0.01% 0.01% 511 +1,811 30.98% Q1 2026 May 15, 2026
FIRST FOUNDATION ADVISORS History No change 7,565 442 0.02% 0.02% 512 0 0.0% Q1 2026 May 04, 2026
RiverFront Investment Group, LLC History Added to 7,509 439 0.01% 0.01% 513 +146 1.98% Q1 2026 May 11, 2026
Annex Advisory Services, LLC History Added to 7,521 439 0.01% 0.01% 514 +103 1.39% Q1 2026 Apr 16, 2026
TI-TRUST, INC History No change 7,522 439 0.26% 0.26% 515 0 0.0% Q1 2026 Apr 28, 2026
AssuredPartners Investment Advisors, LLC History Reduced 7,473 438 0.05% 0.07% 516 -1,173 -13.57% Q1 2026 Apr 10, 2026
Crossmark Global Holdings, Inc. History Reduced 7,399 432 0.01% 0.01% 517 -10,703 -59.13% Q1 2026 May 11, 2026
Mayflower Financial Advisors, LLC History Added to 7,386 431 0.05% 0.05% 518 +294 4.15% Q1 2026 Apr 23, 2026
Exit Wealth Advisors, LLC. History Added to 7,364 430 0.22% 0.24% 519 +107 1.47% Q1 2026 May 11, 2026
LVW Advisors, LLC History Added to 7,349 429 0.04% 0.03% 520 +1,695 29.98% Q1 2026 Apr 20, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 7,332 428 0.05% 0.04% 521 +1,078 17.24% Q1 2026 Apr 27, 2026
COMMERCE BANK History Reduced 7,276 425 0.0% 0.0% 522 -1,544 -17.51% Q1 2026 May 11, 2026
SAGE RHINO CAPITAL LLC History Added to 7,276 425 0.08% 0.08% 523 +115 1.61% Q1 2026 Apr 28, 2026
Roehl & Yi Investment Advisors, LLC History Added to 7,238 423 0.16% 0.14% 524 +1,116 18.23% Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History Added to 7,208 421 0.0% 0.0% 525 +1,842 34.33% Q1 2026 May 15, 2026
GTS SECURITIES LLC History Added to 7,196 420 0.01% 0.01% 527 +2,779 62.92% Q1 2026 May 14, 2026
DEARBORN PARTNERS LLC History No change 7,192 420 0.02% 0.02% 526 0 0.0% Q1 2026 May 12, 2026
United Advisor Group, LLC History Added to 7,171 419 0.05% 0.05% 528 +39 0.55% Q1 2026 Apr 17, 2026
Cheviot Value Management, LLC History Reduced 7,095 414 0.04% 0.04% 529 -80 -1.11% Q1 2026 May 12, 2026
Guilbault Capital LLC History No change 7,071 413 0.45% 0.45% 530 0 0.0% Q1 2026 May 14, 2026
Red Door Wealth Management, LLC History No change 7,057 412 0.04% 0.04% 531 0 0.0% Q1 2026 Apr 22, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 6,983 408 0.0% 0.0% 532 -358 -4.88% Q1 2026 May 14, 2026
Csenge Advisory Group History Reduced 6,970 407 0.02% 0.02% 534 -1,675 -19.38% Q1 2026 Apr 30, 2026
Bridgewater Advisors Inc. History Reduced 6,233 407 0.02% 0.03% 533 -1,153 -15.61% Q1 2026 May 14, 2026
PCB Capital LLC History Reduced 6,959 406 0.64% 0.64% 535 -36 -0.51% Q1 2026 Apr 29, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 6,932 405 0.26% 0.26% 537 +191 2.83% Q1 2026 Apr 27, 2026
Essex LLC History Reduced 6,935 405 0.07% 0.07% 536 -50 -0.72% Q1 2026 Apr 24, 2026
MBA Advisors LLC History No change 6,850 400 0.15% 0.16% 538 0 0.0% Q1 2026 Apr 20, 2026
Legacy Capital Group California, Inc. History Reduced 6,782 396 0.15% 0.1% 539 -411 -5.71% Q1 2026 May 04, 2026
Diversified Trust Co History New 6,769 395 0.01% — 540 +6,769 New Q1 2026 Apr 16, 2026
Hexagon Capital Partners LLC History New 6,735 393 0.06% — 542 +6,735 New Q1 2026 May 04, 2026
Stegent Equity Advisors, Inc. History Added to 6,735 393 0.33% 0.28% 541 +279 4.32% Q1 2026 Apr 24, 2026
Vantus Wealth LLC History No change 6,913 391 0.29% 0.29% 543 0 0.0% Q4 2025 Feb 10, 2026
Resonant Capital Advisors, LLC History Added to 6,589 390 0.02% 0.01% 544 +2,169 49.07% Q1 2026 Apr 29, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Added to 6,666 389 0.07% 0.06% 545 +204 3.16% Q1 2026 Apr 21, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Added to 6,602 386 0.04% 0.04% 546 +12 0.18% Q1 2026 Apr 30, 2026
Midwest Trust Co History Reduced 6,554 383 0.0% 0.01% 547 -2,959 -31.1% Q1 2026 May 01, 2026
Rossby Financial, LCC History Added to 6,595 381 0.08% 0.11% 548 +530 8.74% Q1 2026 May 11, 2026
Sterling Capital Management LLC History Reduced 6,465 378 0.01% 0.01% 549 -1,030 -13.74% Q1 2026 Apr 22, 2026
Ariadne Wealth Management, LP History No change 6,386 378 0.17% 0.16% 550 0 0.0% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Reduced 6,455 377 0.0% 0.0% 551 -7,649 -54.23% Q1 2026 May 15, 2026
Graham Capital Management, L.P. History New 6,366 372 0.01% — 552 +6,366 New Q1 2026 May 15, 2026
ATLANTIC FAMILY WEALTH, LLC History Added to 6,345 370 0.27% 0.26% 554 +215 3.51% Q1 2026 May 08, 2026
Ridgepath Capital Management LLC History Added to 6,341 370 0.18% 0.15% 553 +84 1.34% Q1 2026 May 07, 2026
West Family Investments, Inc. History Reduced 6,318 369 0.13% 0.13% 555 -3,438 -35.24% Q1 2026 May 07, 2026
Frec Markets, Inc. History Added to 6,327 369 0.06% 0.07% 557 +1,822 40.44% Q1 2026 May 13, 2026
Argent Trust Co History Added to 6,320 369 0.01% 0.01% 556 +165 2.68% Q1 2026 May 13, 2026
Storgate, LLC History New 6,292 367 0.29% — 558 +6,292 New Q1 2026 May 06, 2026
E-Wealth Partners, LLC History Added to 6,271 366 0.3% 0.29% 559 +203 3.35% Q1 2026 Jun 11, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 6,243 365 0.08% 0.07% 560 -297 -4.54% Q1 2026 Apr 13, 2026
Advisor OS, LLC History New 6,229 364 0.03% — 561 +6,229 New Q1 2026 May 07, 2026
Empowered Funds, LLC History New 6,184 361 0.0% — 563 +6,184 New Q1 2026 Jun 15, 2026
Parvin Asset Management, LLC History Reduced 6,190 361 0.26% 0.29% 562 -250 -3.88% Q1 2026 May 15, 2026
Shulman DeMeo Asset Management LLC History Reduced 6,163 360 0.08% 0.09% 564 -610 -9.01% Q1 2026 Apr 09, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Added to 8,400 359 0.17% 0.14% 565 +3,200 61.54% Q1 2026 Apr 22, 2026
Allie Family Office LLC History No change 6,150 359 0.16% 0.16% 566 0 0.0% Q1 2026 May 13, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 6,047 358 0.08% 0.07% 567 -376 -5.85% Q1 2026 Apr 13, 2026
KINTRA WEALTH, LLC History New 6,103 356 0.03% — 568 +6,103 New Q1 2026 May 15, 2026
Alchemi Wealth, LLC History No change 5,979 349 0.19% 0.18% 569 0 0.0% Q1 2026 May 07, 2026
Sovran Advisors, LLC History Reduced 5,911 347 0.03% 0.05% 571 -3,754 -38.84% Q1 2026 May 01, 2026
MAI Capital Management History Added to 5,941 347 0.0% 0.0% 570 +2,203 58.94% Q1 2026 May 15, 2026
Steadtrust LLC History Reduced 5,950 347 0.2% 0.21% 572 -50 -0.83% Q1 2026 Apr 15, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 5,901 345 0.07% 0.07% 573 -348 -5.57% Q1 2026 Apr 20, 2026
CAP Partners, LLC History Added to 5,855 342 0.19% 0.19% 575 +48 0.83% Q1 2026 Apr 28, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History No change 5,850 342 0.12% 0.11% 574 0 0.0% Q1 2026 Apr 16, 2026
Indivisible Partners History New 5,842 341 0.03% — 576 +5,842 New Q1 2026 Apr 30, 2026
Blankinship & Foster, LLC History No change 5,809 339 0.07% 0.07% 577 0 0.0% Q1 2026 Apr 17, 2026
Rakuten Securities, Inc. History Reduced 5,786 338 0.14% 0.15% 578 -2,516 -30.31% Q1 2026 May 01, 2026
ANCHYRA PARTNERS LLC History Added to 5,720 334 0.1% 0.08% 579 +1,005 21.31% Q1 2026 Apr 17, 2026
PRIVATE TRUST CO NA History Added to 5,708 333 0.03% 0.02% 580 +738 14.85% Q1 2026 Apr 30, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 5,610 328 0.12% 0.12% 581 0 0.0% Q1 2026 Apr 14, 2026
Focus Partners Advisor Solutions, LLC History Reduced 5,596 327 0.0% 0.01% 582 -2,689 -32.46% Q1 2026 May 13, 2026
Optas, LLC History Added to 5,534 323 0.05% 0.05% 583 +89 1.63% Q1 2026 Apr 24, 2026
Leo Wealth, LLC History Added to 5,467 319 0.02% 0.02% 584 +318 6.18% Q1 2026 May 05, 2026
FOCUSED ALPHA, LLC History Added to 5,389 315 0.1% 0.08% 585 +852 18.78% Q1 2026 May 12, 2026
Concord Wealth Partners History No change 5,335 311 0.04% 0.04% 586 0 0.0% Q1 2026 May 01, 2026
Intrua Financial, LLC History Added to 5,306 310 0.03% 0.03% 587 +196 3.84% Q1 2026 Apr 23, 2026
IFS Group,LLC History New 5,292 309 0.28% — 590 +5,292 New Q1 2026 May 18, 2026
Jaffetilchin Investment Partners, LLC History No change 5,286 309 0.02% 0.02% 588 0 0.0% Q1 2026 May 13, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 5,300 309 0.04% 0.04% 589 0 0.0% Q1 2026 Apr 30, 2026
Trek Financial, LLC History Added to 5,269 308 0.02% 0.01% 591 +1,104 26.51% Q1 2026 May 13, 2026
Affinity Capital Advisors, LLC History Added to 5,197 303 0.04% 0.04% 593 +421 8.81% Q1 2026 Apr 13, 2026
Cornerstone Wealth Management, LLC History Reduced 5,192 303 0.02% 0.02% 592 -110 -2.07% Q1 2026 Apr 23, 2026
ALLIANZ SE History No change 5,161 301 0.0% 0.0% 594 0 0.0% Q1 2026 May 11, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Added to 5,289 299 0.14% 0.14% 596 +41 0.78% Q1 2026 Apr 23, 2026
CIBC Private Wealth Group LLC History No change 5,291 299 0.0% 0.0% 595 0 0.0% Q4 2025 Feb 12, 2026
Spire Wealth Management History Reduced 5,080 297 0.01% 0.01% 597 -30 -0.59% Q1 2026 Apr 22, 2026
SYM FINANCIAL Corp History Added to 5,060 295 0.03% 0.02% 598 +1,412 38.71% Q1 2026 May 08, 2026
ATLAS CAPITAL ADVISORS INC. History No change 5,012 293 0.03% 0.03% 599 0 0.0% Q1 2026 May 11, 2026
Ellevest, Inc. History No change 5,017 293 0.04% 0.04% 600 0 0.0% Q1 2026 May 11, 2026
MQS Management LLC History New 5,001 292 0.2% — 602 +5,001 New Q1 2026 Apr 23, 2026
Founders Financial Alliance, LLC History Reduced 5,001 292 0.05% 0.06% 601 -563 -10.12% Q1 2026 May 11, 2026
Live Oak Private Wealth LLC History No change 4,969 290 0.04% 0.04% 603 0 0.0% Q1 2026 Apr 20, 2026
SmartHarvest Portfolios, LLC History Reduced 4,952 289 0.12% 0.11% 604 -562 -10.19% Q1 2026 Apr 20, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 4,929 288 0.01% 0.01% 605 +471 10.57% Q1 2026 May 11, 2026
Greenspring Advisors, LLC History New 4,891 285 0.02% — 606 +4,891 New Q1 2026 May 04, 2026
OPTIMA CAPITAL LLC History Reduced 4,785 283 0.13% 0.12% 607 -136 -2.76% Q1 2026 May 04, 2026
Athena Wealth Management, LLC History New 4,829 282 0.23% — 610 +4,829 New Q1 2026 Apr 17, 2026
Epoch Investment Partners, Inc. History New 4,823 282 0.0% — 609 +4,823 New Q1 2026 May 14, 2026
BXM Wealth LLC History No change 4,825 282 0.22% 0.21% 608 0 0.0% Q1 2026 Apr 23, 2026
DEUTSCHE BANK AG\ History Reduced 4,816 281 0.0% 0.01% 611 -299,134 -98.42% Q1 2026 May 06, 2026
Sowell Financial Services LLC History Added to 4,822 281 0.01% 0.01% 612 +853 21.49% Q1 2026 Apr 20, 2026
Belpointe Asset Management LLC History Reduced 4,781 279 0.01% 0.03% 613 -8,386 -63.69% Q1 2026 Apr 28, 2026
AGH Wealth Advisors, LLC History Reduced 4,782 279 0.21% 0.21% 614 -55 -1.14% Q1 2026 Apr 22, 2026
Traveka Wealth, LLC History Added to 4,758 278 0.11% 0.11% 617 +8 0.17% Q1 2026 Apr 22, 2026
Cromwell Holdings LLC History No change 4,702 278 0.16% 0.15% 615 0 0.0% Q1 2026 Apr 30, 2026
Fingerlakes Wealth Management, Inc. History No change 4,770 278 0.18% 0.17% 616 0 0.0% Q1 2026 Apr 21, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 4,750 277 0.01% 0.01% 618 +306 6.89% Q1 2026 Apr 27, 2026
MONECO ADVISORS, LLC History Added to 4,625 270 0.02% 0.02% 619 +122 2.71% Q1 2026 May 07, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 4,575 267 0.02% 0.02% 620 -870 -15.98% Q1 2026 Apr 27, 2026
BFI Infinity Ltd. History Reduced 4,574 267 0.14% 0.09% 621 -371 -7.5% Q1 2026 Jul 24, 2026
Quintet Private Bank (Europe) S.A. History New 4,500 263 0.02% — 623 +4,500 New Q1 2026 Apr 22, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 4,500 263 0.17% 0.17% 622 0 0.0% Q1 2026 Apr 10, 2026
Quantbot Technologies LP History Reduced 4,490 262 0.01% 0.01% 624 -3,240 -41.91% Q1 2026 May 13, 2026
Interchange Capital Partners, LLC History Added to 5,971 261 0.08% 0.04% 625 +1,889 46.28% Q1 2026 Apr 23, 2026
Legacy Capital Wealth Partners, LLC History Added to 4,425 258 0.05% 0.04% 626 +872 24.54% Q1 2026 May 15, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 4,420 258 0.08% 0.08% 627 0 0.0% Q1 2026 Apr 30, 2026
Bogart Wealth, LLC History Reduced 4,363 255 0.01% 0.01% 628 -184 -4.05% Q1 2026 Apr 28, 2026
J.M. Arbour, LLC History Added to 4,346 254 0.24% 0.22% 630 +503 13.09% Q1 2026 Apr 21, 2026
Pure Financial Advisors, LLC History Added to 4,348 254 0.0% 0.0% 629 +83 1.95% Q1 2026 Apr 10, 2026
Sound Income Strategies, LLC History Added to 4,377 253 0.01% 0.01% 631 +129 3.04% Q1 2026 Apr 27, 2026
StoneX Group Inc. History Reduced 4,252 252 0.01% 0.01% 632 -1,263 -22.9% Q1 2026 May 14, 2026
HCR Wealth Advisors History Reduced 4,298 251 0.03% 0.02% 633 -109 -2.47% Q1 2026 Apr 21, 2026
SHELTON CAPITAL MANAGEMENT History No change 4,270 249 0.01% 0.0% 634 0 0.0% Q1 2026 May 15, 2026
Brucke Financial, Inc. History Reduced 4,256 248 0.13% 0.33% 636 -6,359 -59.91% Q1 2026 Apr 10, 2026
Wealthspire Advisors, LLC History Reduced 4,243 248 0.0% 0.0% 635 -251 -5.59% Q1 2026 May 01, 2026
IHT Wealth Management, LLC History New 4,241 247 0.01% — 640 +4,241 New Q1 2026 May 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 4,228 247 0.02% 0.01% 637 +103 2.5% Q1 2026 Apr 13, 2026
EDMP, INC. History No change 4,239 247 0.2% 0.2% 638 0 0.0% Q1 2026 Apr 28, 2026
BAYBAN History No change 4,237 247 0.21% 0.21% 639 0 0.0% Q1 2026 Apr 24, 2026
Gateway Wealth Partners, LLC History New 4,220 246 0.01% — 643 +4,220 New Q1 2026 May 15, 2026
FLC Capital Advisors History No change 4,216 246 0.04% 0.04% 641 0 0.0% Q1 2026 May 01, 2026
Costello Asset Management, INC History No change 4,208 246 0.09% 0.08% 642 0 0.0% Q1 2026 Apr 30, 2026
Blueshift Asset Management, LLC History New 4,187 244 0.07% — 644 +4,187 New Q1 2026 May 14, 2026
RIVERSEDGE ADVISORS, LLC History Added to 4,149 242 0.04% 0.04% 647 +196 4.96% Q1 2026 Apr 15, 2026
Renasant Bank History Added to 4,152 242 0.17% 0.15% 646 +192 4.85% Q1 2026 Apr 29, 2026
Joel Isaacson & Co., LLC History No change 4,146 242 0.01% 0.01% 645 0 0.0% Q1 2026 Apr 22, 2026
New Republic Capital, LLC History Reduced 4,125 241 0.08% 0.1% 648 -2,256 -35.35% Q1 2026 May 01, 2026
HBK Sorce Advisory LLC History Added to 4,125 240 0.0% 0.01% 649 +91 2.26% Q1 2026 May 11, 2026
Arlington Partners LLC History New 4,057 237 0.47% — 651 +4,057 New Q1 2026 Apr 09, 2026
EARNED WEALTH ADVISORS, LLC History Added to 4,056 237 0.02% 0.02% 650 +322 8.62% Q1 2026 May 07, 2026
Clear Harbor Asset Management, LLC History No change 3,980 232 0.02% 0.02% 652 0 0.0% Q1 2026 May 05, 2026
Alpha Cubed Investments, LLC History No change 4,113 232 0.01% 0.01% 653 0 0.0% Q4 2025 Feb 03, 2026
Teamwork Financial Advisors, LLC History No change 3,943 230 0.02% 0.02% 654 0 0.0% Q1 2026 Apr 09, 2026
MONTCHANIN ASSET MANAGEMENT, LLC History New 3,870 226 0.24% — 656 +3,870 New Q1 2026 May 21, 2026
CENTAURUS FINANCIAL, INC. History Added to 3,862 226 0.01% 0.01% 655 +38 0.99% Q1 2026 May 18, 2026
B. Riley Wealth Advisors, Inc. History New 3,868 225 0.01% — 658 +3,868 New Q1 2026 Apr 24, 2026
TrinityBridge Ltd History No change 3,855 225 0.01% 0.0% 657 0 0.0% Q1 2026 May 12, 2026
Axiom Investment Management LLC History New 3,841 224 0.17% — 660 +3,841 New Q1 2026 May 26, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 3,840 224 0.03% 0.03% 659 0 0.0% Q1 2026 Apr 16, 2026
Aptus Capital Advisors, LLC History Reduced 3,825 223 0.0% 0.0% 661 -448 -10.48% Q1 2026 May 11, 2026
Canopy Partners, LLC History Reduced 3,824 223 0.08% 0.07% 662 -3 -0.08% Q1 2026 May 11, 2026
Continuum Advisory, LLC History New 3,806 222 0.02% — 664 +3,806 New Q1 2026 Apr 22, 2026
Keebeck Wealth Management History New 3,799 222 0.02% — 663 +3,799 New Q1 2026 May 14, 2026
Advisor Resource Council History Added to 3,790 221 0.07% 0.08% 665 +16 0.42% Q1 2026 May 07, 2026
a16z Perennial Management, L.P. History No change 3,786 221 0.02% 0.02% 666 0 0.0% Q1 2026 May 11, 2026
Requisite Capital Management, LLC History No change 3,725 220 0.04% 0.04% 667 0 0.0% Q1 2026 May 14, 2026
Aspen Grove Capital, LLC History New 3,708 219 0.04% — 668 +3,708 New Q1 2026 May 14, 2026
Cardinal Point Capital Management ULC History New 3,664 217 0.01% — 671 +3,664 New Q1 2026 Apr 20, 2026
Wedmont Private Capital History New 3,627 217 0.01% — 670 +3,627 New Q1 2026 Apr 09, 2026
PFG Investments, LLC History Reduced 3,728 217 0.01% 0.01% 669 -236 -5.95% Q1 2026 Apr 27, 2026
MATHER GROUP, LLC. History New 3,702 216 0.0% — 672 +3,702 New Q1 2026 Apr 13, 2026
S Harris Financial Group, LLC History New 3,697 216 0.2% — 673 +3,697 New Q1 2026 Apr 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 3,681 215 0.0% — 674 +3,681 New Q1 2026 May 04, 2026
CIBC Bancorp USA Inc. History New 3,658 213 0.0% — 676 +3,658 New Q1 2026 May 12, 2026
BRIGHTON JONES LLC History New 3,653 213 0.0% — 675 +3,653 New Q1 2026 Aug 06, 2026
PARK NATIONAL CORP /OH/ History New 3,630 212 0.01% — 677 +3,630 New Q1 2026 Apr 16, 2026
Abacus Planning Group, Inc. History No change 3,611 211 0.03% 0.03% 678 0 0.0% Q1 2026 Apr 07, 2026
CreativeOne Wealth, LLC History Reduced 3,600 210 0.0% 0.01% 681 -1,561 -30.25% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 3,599 210 0.0% 0.0% 679 +1,164 47.8% Q1 2026 May 15, 2026
Choate Investment Advisors History No change 3,608 210 0.0% 0.0% 680 0 0.0% Q1 2026 May 13, 2026
PENNEY FINANCIAL, LLC History No change 3,603 210 0.08% 0.08% 682 0 0.0% Q1 2026 Apr 22, 2026
Capital Investment Advisory Services, LLC History New 3,515 205 0.01% — 683 +3,515 New Q1 2026 May 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 3,529 204 0.01% — 685 +3,529 New Q1 2026 May 01, 2026
SHEETS SMITH WEALTH MANAGEMENT History New 3,500 204 0.02% — 684 +3,500 New Q1 2026 Apr 16, 2026
WRAPMANAGER INC History New 3,487 203 0.07% — 686 +3,487 New Q1 2026 May 11, 2026
Palumbo Wealth Management LLC History New 3,486 203 0.05% — 687 +3,486 New Q1 2026 May 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 3,482 202 0.0% — 688 +3,482 New Q1 2026 May 14, 2026
Wick Capital Partners, LLC History New 3,464 202 0.04% — 689 +3,464 New Q1 2026 May 15, 2026
WEST PACES ADVISORS INC. History New 3,451 201 0.04% — 690 +3,451 New Q1 2026 May 05, 2026
WOODMONT INVESTMENT COUNSEL LLC History New 3,435 200 0.01% — 691 +3,435 New Q1 2026 May 05, 2026
VERUS CAPITAL PARTNERS, LLC History New 3,428 200 0.01% — 692 +3,428 New Q1 2026 May 21, 2026
Asset Planning,Inc History No change 3,228 188 0.13% 0.13% 693 0 0.0% Q1 2026 Apr 23, 2026
CULLEN/FROST BANKERS, INC. History Added to 2,913 170 0.0% 0.0% 694 +687 30.86% Q1 2026 May 05, 2026
VISION FINANCIAL MARKETS LLC History Added to 2,904 169 0.16% 0.02% 695 +2,500 618.81% Q1 2026 Apr 24, 2026
Grove Bank & Trust History Added to 2,770 161 0.02% 0.02% 696 +20 0.73% Q1 2026 Apr 08, 2026
Hilltop National Bank History Added to 2,634 154 0.04% 0.03% 697 +187 7.64% Q1 2026 Apr 02, 2026
Wilmington Savings Fund Society, FSB History Reduced 2,586 151 0.0% 0.0% 699 -189 -6.81% Q1 2026 Apr 30, 2026
NBC SECURITIES, INC. History Added to 2,585 151 0.01% 0.01% 698 +42 1.65% Q1 2026 Apr 14, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,475 145 0.0% 0.0% 700 0 0.0% Q1 2026 Apr 13, 2026
State of Wyoming History Added to 2,465 144 0.02% 0.01% 701 +50 2.07% Q1 2026 May 13, 2026
Wealth Enhancement Trust Services, Inc. History New 2,412 141 0.02% — 702 +2,412 New Q1 2026 Apr 08, 2026
Bruce G. Allen Investments, LLC History Added to 2,363 138 0.09% 0.09% 703 +1 0.04% Q1 2026 May 08, 2026
MOTCO History Reduced 2,304 134 0.01% 0.02% 705 -834 -26.58% Q1 2026 Apr 22, 2026
UMB Bank, n.a. History Reduced 2,301 134 0.0% 0.0% 704 -277 -10.74% Q1 2026 May 11, 2026
HHM Wealth Advisors, LLC History Reduced 2,139 125 0.01% 0.01% 707 -49 -2.24% Q1 2026 Apr 17, 2026
Manchester Capital Management LLC History No change 2,152 125 0.02% 0.02% 706 0 0.0% Q1 2026 May 11, 2026
City State Bank History No change 2,105 123 0.03% 0.03% 708 0 0.0% Q1 2026 Apr 20, 2026
Basecamp Wealth Advisors LLC History Added to 2,074 121 0.03% 0.02% 709 +2 0.1% Q1 2026 Jun 24, 2026
Parkside Financial Bank & Trust History Added to 2,061 120 0.01% 0.01% 710 +71 3.57% Q1 2026 May 13, 2026
Addison Advisors LLC History Added to 2,062 120 0.03% 0.03% 711 +5 0.24% Q1 2026 May 08, 2026
Forum Finance Group S.A. History New 2,530 119 0.06% — 712 +2,530 New Q1 2026 May 07, 2026
Synergy Investment Management, LLC History New 2,006 117 0.04% — 713 +2,006 New Q1 2026 May 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1,871 109 0.03% — 714 +1,871 New Q1 2026 May 08, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Reduced 1,808 105 0.02% 0.04% 715 -1,100 -37.83% Q1 2026 May 12, 2026
Salomon & Ludwin, LLC History Added to 1,792 104 0.01% 0.01% 716 +661 58.44% Q1 2026 May 11, 2026
Owl Creek Wealth Partners LLC History New 1,538 89 0.03% — 718 +1,538 New Q1 2026 May 13, 2026
Truvestments Capital LLC History No change 1,524 89 0.02% 0.02% 717 0 0.0% Q1 2026 May 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History New 1,504 87 0.07% — 719 +1,504 New Q1 2026 May 12, 2026
Whipplewood Advisors, LLC History Added to 1,486 86 0.04% 0.0% 720 +1,383 1342.72% Q1 2026 Apr 30, 2026
CNB Bank History No change 1,467 85 0.04% 0.03% 721 0 0.0% Q1 2026 May 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,439 84 0.0% 0.0% 722 +134 10.27% Q1 2026 May 07, 2026
Medallion Wealth Advisors, LLC History No change 1,440 84 0.03% 0.03% 723 0 0.0% Q1 2026 Apr 24, 2026
PETERSON WEALTH MANAGEMENT History New 1,422 83 0.05% — 725 +1,422 New Q1 2026 May 15, 2026
Bayforest Capital Ltd History Reduced 1,423 83 0.09% 0.09% 724 -694 -32.78% Q1 2026 Apr 15, 2026
Aventura Private Wealth, LLC History No change 1,325 77 0.03% 0.03% 726 0 0.0% Q1 2026 May 05, 2026
Main Street Group, LTD History New 1,300 76 0.02% — 727 +1,300 New Q1 2026 May 06, 2026
KELLEHER FINANCIAL ADVISORS History No change 1,566 74 0.02% 0.02% 728 0 0.0% Q1 2026 May 08, 2026
DUNCKER STREETT & CO INC History No change 1,242 72 0.01% 0.01% 729 0 0.0% Q1 2026 Apr 29, 2026
Opal Wealth Advisors, LLC History New 1,224 71 0.02% — 730 +1,224 New Q1 2026 Apr 14, 2026
Centerpoint Advisors, LLC History Reduced 1,093 64 0.02% 0.02% 731 -188 -14.68% Q1 2026 May 07, 2026
FIL Ltd History Added to 1,092 63 0.0% 0.0% 732 +300 37.88% Q1 2026 May 15, 2026
Triumph Capital Management History Added to 1,073 62 0.01% 0.01% 733 +40 3.87% Q1 2026 May 13, 2026
EFG International AG History New 1,001 58 0.0% — 736 +1,001 New Q1 2026 May 15, 2026
Heritage Wealth Advisors History No change 1,000 58 0.0% 0.0% 734 0 0.0% Q1 2026 May 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 998 58 0.01% 0.01% 735 0 0.0% Q1 2026 May 06, 2026
CoreFirst Bank & Trust History Reduced 860 50 0.03% 0.03% 737 -250 -22.52% Q1 2026 Jun 03, 2026
Colonial Trust Co / SC History Added to 795 46 0.01% 0.0% 738 +173 27.81% Q1 2026 May 12, 2026
Westside Investment Management, Inc. History No change 782 45 0.01% 0.01% 739 0 0.0% Q1 2026 May 04, 2026
Pandora Wealth, Inc. History No change 774 43 0.03% 0.03% 740 0 0.0% Q4 2025 Feb 04, 2026
Ancora Advisors LLC History Added to 726 42 0.0% 0.0% 741 +219 43.2% Q1 2026 May 15, 2026
CoreCap Advisors, LLC History No change 672 39 0.0% 0.0% 742 0 0.0% Q1 2026 Apr 07, 2026
Cornerstone Planning Group LLC History Added to 635 37 0.0% 0.01% 744 +44 7.45% Q1 2026 May 06, 2026
Financial Management Professionals, Inc. History Reduced 636 37 0.0% 0.0% 743 -14 -2.15% Q1 2026 Apr 15, 2026
True Wealth Design, LLC History Added to 600 35 0.01% 0.01% 747 +260 76.47% Q1 2026 Apr 13, 2026
Avion Wealth History Added to 606 35 0.01% 0.01% 746 +8 1.34% Q1 2026 May 01, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 600 35 0.01% 0.01% 745 0 0.0% Q1 2026 Apr 27, 2026
SHP Wealth Management History Reduced 577 33 0.0% 0.0% 749 -40 -6.48% Q1 2026 May 08, 2026
Smithfield Trust Co History No change 574 33 0.0% 0.0% 748 0 0.0% Q1 2026 May 08, 2026
CX Institutional History Reduced 553 32 0.0% 0.0% 750 -68 -10.95% Q1 2026 Apr 06, 2026
Root Financial Partners, LLC History Added to 522 30 0.0% 0.0% 752 +24 4.82% Q1 2026 Apr 24, 2026
Clearstead Advisors, LLC History Added to 521 30 0.0% 0.0% 751 +7 1.36% Q1 2026 May 06, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 500 29 0.0% 0.16% 754 -20,800 -97.65% Q1 2026 Apr 30, 2026
MONETARY MANAGEMENT GROUP INC History Reduced 500 29 0.01% 0.01% 753 -100 -16.67% Q1 2026 May 13, 2026
Vision Retirement, LLC History Added to 506 29 0.01% 0.01% 756 +89 21.34% Q1 2026 May 07, 2026
Richard W. Paul & Associates, LLC History Added to 505 29 0.01% 0.01% 755 +37 7.91% Q1 2026 May 13, 2026
FINANCIAL CONSULATE, INC History Added to 487 28 0.0% 0.0% 757 +260 114.54% Q1 2026 Apr 21, 2026
First Command Advisory Services, Inc. History Added to 488 28 0.0% 0.0% 758 +42 9.42% Q1 2026 May 07, 2026
ORG Partners LLC History No change 505 28 0.0% 0.0% 759 0 0.0% Q4 2025 Jan 14, 2026
Quest 10 Wealth Builders, Inc. History No change 486 28 0.02% 0.02% 760 0 0.0% Q1 2026 May 06, 2026
Destiny Wealth Partners, LLC History New 471 27 0.0% — 764 +471 New Q1 2026 May 11, 2026
Ares Financial Consulting, LLC History New 471 27 0.02% — 765 +471 New Q1 2026 Apr 02, 2026
Retirement Wealth Solutions LLC History Reduced 467 27 0.02% 0.02% 763 -104 -18.21% Q1 2026 Apr 07, 2026
JFS WEALTH ADVISORS, LLC History Reduced 463 27 0.0% 0.0% 761 -30 -6.09% Q1 2026 Apr 20, 2026
Coston, McIsaac & Partners History No change 465 27 0.01% 0.01% 762 0 0.0% Q1 2026 Apr 22, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 442 25 0.0% 0.0% 766 -167 -27.42% Q1 2026 May 07, 2026
Arlington Trust Co LLC History Added to 415 24 0.0% 0.0% 768 +136 48.75% Q1 2026 Apr 08, 2026
Rosenberg Matthew Hamilton History No change 416 24 0.0% 0.0% 767 0 0.0% Q1 2026 Apr 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 397 23 0.0% 0.0% 769 +51 14.74% Q1 2026 Apr 29, 2026
Riverview Trust Co History No change 400 23 0.03% 0.03% 770 0 0.0% Q1 2026 May 01, 2026
Byrne Asset Management LLC History No change 400 23 0.01% 0.01% 771 0 0.0% Q1 2026 Apr 02, 2026
Atlantic Edge Private Wealth Management, LLC History No change 400 23 0.01% 0.01% 772 0 0.0% Q1 2026 Apr 22, 2026
Kennebec Savings Bank History No change 410 23 0.02% 0.02% 773 0 0.0% Q1 2026 Apr 17, 2026
WPG Advisers, LLC History Reduced 378 22 0.02% 0.02% 774 -52 -12.09% Q1 2026 Apr 29, 2026
GW&K Investment Management, LLC History Added to 351 21 0.0% 0.0% 775 +84 31.46% Q1 2026 May 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 376 21 0.01% 0.01% 776 0 0.0% Q1 2026 Apr 06, 2026
SALEM INVESTMENT COUNSELORS INC History New 345 20 0.0% — 778 +345 New Q1 2026 Apr 29, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 344 20 0.0% 0.0% 777 +87 33.85% Q1 2026 Apr 30, 2026
Innovative Asset Advisors Group, LLC History New 335 19 0.01% — 780 +335 New Q1 2026 May 12, 2026
Signature Equity Partners, LLC History Added to 335 19 0.01% 0.01% 779 +11 3.4% Q1 2026 May 13, 2026
Legend Capital Advisors LLC History New 322 18 0.01% — 783 +322 New Q1 2026 May 15, 2026
TOMPKINS FINANCIAL CORP History Added to 308 18 0.0% 0.0% 781 +208 208.0% Q1 2026 Apr 09, 2026
Asset Dedication, LLC History No change 315 18 0.0% 0.0% 782 0 0.0% Q1 2026 May 29, 2026
BOCHK Asset Management Ltd History New 300 17 0.0% — 787 +300 New Q1 2026 May 06, 2026
McIlrath & Eck, LLC History No change 304 17 0.0% 0.0% 784 0 0.0% Q1 2026 May 19, 2026
Centennial Bank/AR/ History No change 300 17 0.01% 0.01% 785 0 0.0% Q1 2026 May 06, 2026
Advocate Investing Services LLC History No change 300 17 0.01% 0.01% 786 0 0.0% Q1 2026 Apr 22, 2026
AMERICAN NATIONAL BANK & TRUST History No change 288 16 0.0% 0.0% 788 0 0.0% Q1 2026 Apr 23, 2026
SJS Investment Consulting Inc. History Added to 271 15 0.0% 0.0% 791 +101 59.41% Q1 2026 Apr 23, 2026
Bell Investment Advisors, Inc History Added to 265 15 0.0% 0.0% 790 +19 7.72% Q1 2026 Apr 17, 2026
Winch Advisory Services, LLC History Added to 265 15 0.0% 0.0% 789 +3 1.15% Q1 2026 Apr 30, 2026
Golden State Wealth Management, LLC History No change 248 14 0.0% 0.0% 792 0 0.0% Q1 2026 Apr 28, 2026
Raiffeisen Bank International AG History No change 248 14 0.0% 0.0% 793 0 0.0% Q1 2026 Apr 24, 2026
Cassaday & Co Wealth Management LLC History New 232 13 0.0% — 798 +232 New Q1 2026 May 07, 2026
Independence Bank of Kentucky History Reduced 224 13 0.0% 0.0% 795 -89 -28.43% Q1 2026 Apr 30, 2026
TD Capital Management LLC History Added to 224 13 0.0% 0.0% 794 +3 1.36% Q1 2026 May 11, 2026
Westfuller Advisors, LLC History Added to 224 13 0.01% 0.0% 797 +3 1.36% Q1 2026 Apr 28, 2026
Physician Wealth Advisors, Inc. History No change 231 13 0.0% 0.0% 796 0 0.0% Q1 2026 Apr 24, 2026
Archer Investment Corp History Added to 221 12 0.0% 0.0% 801 +141 176.25% Q1 2026 May 04, 2026
Key FInancial Inc History Reduced 206 12 0.0% 0.0% 800 -18 -8.04% Q1 2026 Apr 24, 2026
JNBA Financial Advisors History No change 217 12 0.0% 0.0% 799 0 0.0% Q1 2026 Apr 22, 2026
SIMA Wealth Partners, LLC History No change 210 12 0.01% 0.01% 802 0 0.0% Q1 2026 May 15, 2026
Acumen Wealth Advisors, LLC History New 195 11 0.0% — 805 +195 New Q1 2026 May 13, 2026
MASECO LLP History New 193 11 0.0% — 806 +193 New Q1 2026 Apr 21, 2026
Kentucky Trust Co History No change 200 11 0.01% 0.01% 803 0 0.0% Q1 2026 Apr 17, 2026
Fourth Dimension Wealth, LLC History No change 193 11 0.0% 0.0% 804 0 0.0% Q1 2026 May 11, 2026
Ascentis Wealth Management, LLC History Added to 178 10 0.0% 0.0% 808 +89 100.0% Q1 2026 Apr 28, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 181 10 0.0% 0.0% 807 0 0.0% Q1 2026 Apr 14, 2026
BankPlus Trust Department History No change 186 10 0.0% 0.0% 809 0 0.0% Q1 2026 May 11, 2026
Basepoint Wealth LLC History Added to 156 9 0.01% 0.0% 810 +2 1.3% Q1 2026 May 07, 2026
Bravera Wealth History No change 158 9 0.0% 0.0% 811 0 0.0% Q1 2026 Apr 22, 2026
Ninety One UK Ltd History New 148 8 0.0% — 818 +148 New Q1 2026 Apr 24, 2026
N.E.W. Advisory Services LLC History Reduced 142 8 0.0% 0.0% 816 -84 -37.17% Q1 2026 May 04, 2026
COUNTRY TRUST BANK History Reduced 137 8 0.0% 0.0% 813 -68 -33.17% Q1 2026 Apr 10, 2026
EASTERN BANK History No change 150 8 0.0% 0.0% 812 0 0.0% Q1 2026 Apr 07, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 150 8 0.0% 0.0% 814 0 0.0% Q1 2026 May 13, 2026
Jackson, Grant Investment Advisers, Inc. History No change 138 8 0.0% 0.0% 815 0 0.0% Q1 2026 May 08, 2026
William B. Walkup & Associates, Inc. History No change 212 8 0.0% 0.01% 817 0 0.0% Q1 2026 Apr 20, 2026
Nemes Rush Group LLC History Added to 127 7 0.0% 0.0% 819 +51 67.11% Q1 2026 Apr 21, 2026
Benson Wealth Management INC History No change 123 7 0.01% 0.01% 820 0 0.0% Q1 2026 May 12, 2026
Paladin Partners, LLC History No change 120 7 0.01% 0.0% 821 0 0.0% Q1 2026 Jun 25, 2026
Sunbelt Securities, Inc. History Added to 116 6 0.0% — 826 +101 673.33% Q1 2026 May 15, 2026
Financial Network Wealth Advisors LLC History Added to 104 6 0.01% 0.01% 827 +13 14.29% Q1 2026 May 14, 2026
IMA Advisory Services, Inc. History Reduced 115 6 0.0% 0.0% 824 -4 -3.36% Q1 2026 May 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 114 6 0.0% 0.0% 822 0 0.0% Q1 2026 May 05, 2026
PROFFITT & GOODSON INC History No change 115 6 0.0% 0.0% 823 0 0.0% Q1 2026 May 06, 2026
Trust Co History No change 110 6 0.0% 0.0% 825 0 0.0% Q1 2026 Apr 13, 2026
Principia Wealth Advisory, LLC History No change 112 6 0.0% 0.0% 828 0 0.0% Q4 2025 Feb 10, 2026
Colonial Trust Advisors History New 100 5 0.0% — 836 +100 New Q1 2026 May 12, 2026
JPL Wealth Management, LLC History New 93 5 0.0% — 837 +93 New Q1 2026 May 08, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 95 5 0.0% 0.0% 830 +73 331.82% Q1 2026 Apr 30, 2026
Essential Partners LLC History Added to 94 5 0.0% 0.0% 835 +29 44.62% Q1 2026 May 21, 2026
North Star Investment Management Corp. History Reduced 95 5 0.0% 0.0% 829 -1 -1.04% Q1 2026 Apr 23, 2026
GPS Wealth Strategies Group, LLC History No change 94 5 0.0% 0.0% 831 0 0.0% Q4 2025 Feb 06, 2026
Princeton Global Asset Management LLC History No change 100 5 0.0% 0.0% 832 0 0.0% Q1 2026 Apr 22, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 86 5 0.0% 0.0% 833 0 0.0% Q1 2026 Apr 27, 2026
Boreal Capital Management LLC History No change 100 5 0.0% 0.0% 834 0 0.0% Q1 2026 May 14, 2026
Lloyd Advisory Services, LLC. History Reduced 83 4 0.0% 0.08% 839 -3,653 -97.78% Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History New 83 4 0.0% — 845 +83 New Q1 2026 May 13, 2026
HighMark Wealth Management LLC History New 79 4 0.0% — 844 +79 New Q1 2026 May 05, 2026
Key Capital Management, INC History New 72 4 0.0% — 846 +72 New Q1 2026 May 07, 2026
First Pacific Financial History Added to 82 4 0.0% 0.0% 840 +64 355.56% Q1 2026 Apr 23, 2026
CENTRAL TRUST Co History Reduced 82 4 0.0% 0.0% 838 -27 -24.77% Q1 2026 Apr 17, 2026
Cornerstone Financial Management LLC History Added to 75 4 0.0% 0.0% 843 +26 53.06% Q1 2026 May 08, 2026
Bank of Jackson Hole Trust History No change 71 4 0.0% 0.0% 841 0 0.0% Q1 2026 May 12, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 72 4 0.0% 0.0% 842 0 0.0% Q1 2026 May 13, 2026
Intentional Wealth Strategies, LLC History New 64 3 0.0% — 854 +64 New Q1 2026 May 05, 2026
Horizon Investments, LLC History New 52 3 0.0% — 853 +52 New Q1 2026 May 14, 2026
Strategic Wealth Partners, Ltd. History Reduced 59 3 0.0% 0.0% 848 -15 -20.27% Q1 2026 May 12, 2026
TRUST CO OF VERMONT History No change 54 3 0.0% 0.0% 847 0 0.0% Q4 2025 Jan 16, 2026
Tacita Capital Inc History No change 60 3 0.0% 0.0% 849 0 0.0% Q1 2026 May 07, 2026
Beaird Harris Wealth Management, LLC History No change 54 3 0.0% 0.0% 850 0 0.0% Q1 2026 May 14, 2026
Financial Perspectives, Inc History No change 61 3 0.0% 0.0% 851 0 0.0% Q1 2026 May 11, 2026
Sunrise Financial Services, LLC History No change 59 3 0.0% 0.0% 852 0 0.0% Q1 2026 Apr 29, 2026
Steigerwald, Gordon & Koch Inc. History New 50 2 0.0% — 861 +50 New Q1 2026 Apr 28, 2026
Burk Holdings LLC History New 50 2 0.0% — 863 +50 New Q1 2026 May 07, 2026
Abound Wealth Management History New 48 2 0.0% — 862 +48 New Q1 2026 Apr 10, 2026
Napier Financial, LLC History New 46 2 0.0% — 864 +46 New Q1 2026 May 05, 2026
ALBION FINANCIAL GROUP /UT History New 45 2 0.0% — 859 +45 New Q1 2026 Apr 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History New 40 2 0.0% — 860 +40 New Q1 2026 Apr 23, 2026
Stone House Investment Management, LLC History No change 46 2 0.0% 0.0% 855 0 0.0% Q1 2026 Apr 22, 2026
Elevated Capital Advisors, LLC History No change 35 2 0.0% 0.0% 856 0 0.0% Q1 2026 Apr 30, 2026
Private Wealth Asset Management, LLC History No change 37 2 0.0% 0.0% 857 0 0.0% Q1 2026 May 06, 2026
Motiv8 Investments LLC History No change 40 2 0.0% 0.0% 858 0 0.0% Q4 2025 Feb 13, 2026
MidFirst Bank History New 34 1 0.0% — 878 +34 New Q1 2026 May 15, 2026
MBM WEALTH CONSULTANTS, LLC History New 29 1 0.0% — 874 +29 New Q1 2026 Apr 20, 2026
GHP Investment Advisors, Inc. History New 27 1 0.0% — 873 +27 New Q1 2026 Apr 21, 2026
RMG Wealth Management LLC History New 24 1 0.0% — 875 +24 New Q1 2026 May 14, 2026
Dogwood Wealth Management LLC History New 23 1 0.0% — 877 +23 New Q1 2026 May 12, 2026
Mosley Wealth Management History New 20 1 0.0% — 876 +20 New Q1 2026 Apr 27, 2026
Kilter Group LLC History Reduced 19 1 0.0% 0.0% 872 -19 -50.0% Q1 2026 May 14, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 31 1 0.0% 0.0% 865 +12 63.16% Q1 2026 Apr 17, 2026
TUCKER ASSET MANAGEMENT LLC History No change 34 1 0.0% 0.0% 866 0 0.0% Q4 2025 Feb 05, 2026
NFSG Corp History No change 20 1 0.0% 0.0% 867 0 0.0% Q1 2026 May 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 28 1 0.0% 0.0% 868 0 0.0% Q1 2026 Apr 10, 2026
Lodestone Wealth Management LLC History No change 29 1 0.0% 0.0% 869 0 0.0% Q1 2026 May 01, 2026
Caitlin John, LLC History No change 20 1 0.0% 0.0% 870 0 0.0% Q1 2026 May 13, 2026
American Capital Advisory, LLC History No change 29 1 0.0% 0.0% 871 0 0.0% Q1 2026 Apr 29, 2026
Night Squared LP History Closed out 0 0 — 2.65% — -165,951 -100.0% Q1 2026 May 15, 2026
LMR Partners LLP History Closed out 0 0 — 0.02% — -157,017 -100.0% Q1 2026 May 15, 2026
Trexquant Investment LP History Closed out 0 0 — 0.03% — -68,014 -100.0% Q1 2026 May 15, 2026
Kassira Wealth Management LLC History Closed out 0 0 — 3.15% — -58,703 -100.0% Q1 2026 Apr 30, 2026
Transmarket Holdings LP History Closed out 0 0 — 2.26% — -54,724 -100.0% Q1 2026 May 13, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.06% — -50,575 -100.0% Q1 2026 Apr 23, 2026
Employees Retirement System of Texas History Closed out 0 0 — 0.02% — -46,386 -100.0% Q1 2026 May 13, 2026
NINE MASTS CAPITAL Ltd History Closed out 0 0 — 0.34% — -34,475 -100.0% Q1 2026 May 12, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.46% — -32,700 -100.0% Q1 2026 May 15, 2026
HighPoint Advisor Group LLC History Closed out 0 0 — 0.07% — -28,005 -100.0% Q1 2026 May 14, 2026
Lotus Technology Management, LP History Closed out 0 0 — 0.6% — -18,952 -100.0% Q1 2026 May 15, 2026
Tairen Capital Ltd History Closed out 0 0 — 0.1% — -16,290 -100.0% Q1 2026 May 15, 2026
Forum Financial Management, LP History Closed out 0 0 — 0.01% — -15,073 -100.0% Q1 2026 Apr 23, 2026
Intelligence Driven Advisers, LLC History Closed out 0 0 — 0.11% — -13,352 -100.0% Q1 2026 May 15, 2026
Navis Wealth Advisors, LLC History Closed out 0 0 — 0.31% — -12,919 -100.0% Q1 2026 May 15, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.02% — -12,593 -100.0% Q1 2026 May 01, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History Closed out 0 0 — 0.1% — -11,003 -100.0% Q1 2026 May 15, 2026
AlphaCore Capital LLC History Closed out 0 0 — 0.01% — -10,849 -100.0% Q1 2026 May 15, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 — 0.02% — -9,268 -100.0% Q1 2026 May 14, 2026
HM PAYSON & CO History Closed out 0 0 — 0.01% — -9,180 -100.0% Q1 2026 Apr 13, 2026
Atlatl Advisers LLC History Closed out 0 0 — 0.19% — -8,776 -100.0% Q1 2026 May 07, 2026
CHAPIN DAVIS, INC. History Closed out 0 0 — 0.1% — -7,913 -100.0% Q1 2026 Apr 21, 2026
Farringdon Capital, Ltd. History Closed out 0 0 — 0.1% — -7,288 -100.0% Q1 2026 May 15, 2026
Dana Investment Advisors, Inc. History Closed out 0 0 — 0.01% — -6,843 -100.0% Q1 2026 May 14, 2026
Gladstone Institutional Advisory LLC History Closed out 0 0 — 0.01% — -6,605 -100.0% Q1 2026 May 14, 2026
Jain Global LLC History Closed out 0 0 — 0.0% — -5,956 -100.0% Q1 2026 May 15, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.01% — -5,921 -100.0% Q1 2026 May 12, 2026
Stone Wealth Partners History Closed out 0 0 — 0.28% — -5,621 -100.0% Q1 2026 May 07, 2026
LAVELLE CAPITAL LP History Closed out 0 0 — 0.16% — -4,335 -100.0% Q1 2026 May 28, 2026
Carter Financial Group, INC. History Closed out 0 0 — 0.14% — -4,092 -100.0% Q1 2026 Apr 27, 2026
Hilton Capital Management, LLC History Closed out 0 0 — 0.02% — -4,041 -100.0% Q1 2026 May 14, 2026
Quinn Opportunity Partners LLC History Closed out 0 0 — 0.01% — -4,000 -100.0% Q1 2026 May 15, 2026
SIH Partners, LLLP History Closed out 0 0 — 0.0% — -3,644 -100.0% Q1 2026 May 15, 2026
SageView Advisory Group, LLC History Closed out 0 0 — 0.0% — -2,359 -100.0% Q1 2026 Aug 10, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 — 0.07% — -2,105 -100.0% Q1 2026 May 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.0% — -1,233 -100.0% Q1 2026 Apr 28, 2026
Investors Research Corp History Closed out 0 0 — 0.01% — -1,225 -100.0% Q1 2026 Apr 03, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.01% — -854 -100.0% Q1 2026 May 15, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 — 0.0% — -750 -100.0% Q1 2026 May 01, 2026
Covestor Ltd History Closed out 0 0 — 0.02% — -674 -100.0% Q1 2026 May 05, 2026
Glen Eagle Advisors, LLC History Closed out 0 0 — 0.0% — -455 -100.0% Q1 2026 May 15, 2026
Jessup Wealth Management, Inc History Closed out 0 0 — 0.01% — -308 -100.0% Q1 2026 May 15, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.0% — -304 -100.0% Q1 2026 May 06, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History Closed out 0 0 — 0.0% — -250 -100.0% Q1 2026 Aug 07, 2026
Wilkerson Advisory Group LLC History Closed out 0 0 — 0.0% — -205 -100.0% Q1 2026 May 08, 2026
IMG Wealth Management, Inc. History Closed out 0 0 — 0.0% — -141 -100.0% Q1 2026 May 15, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 — 0.0% — -106 -100.0% Q1 2026 May 11, 2026
DecisionPoint Financial, LLC History Closed out 0 0 — 0.0% — -79 -100.0% Q1 2026 May 06, 2026
Wealth Watch Advisors, INC History Closed out 0 0 — 0.0% — -70 -100.0% Q1 2026 May 15, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 — 0.0% — -60 -100.0% Q1 2026 May 15, 2026
Johnson Financial Group, Inc. History Closed out 0 0 — 0.0% — -55 -100.0% Q1 2026 May 07, 2026
Olistico Wealth, LLC History Closed out 0 0 — 0.0% — -55 -100.0% Q1 2026 Apr 08, 2026
Reyes Financial Architecture, Inc. History Closed out 0 0 — 0.0% — -51 -100.0% Q1 2026 May 11, 2026
Frazier Financial Advisors, LLC History Closed out 0 0 — 0.0% — -25 -100.0% Q1 2026 May 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 12 0 — — — +12 New Q1 2026 Apr 23, 2026
SWAN Capital LLC History Closed out 0 0 — — — -10 -100.0% Q1 2026 May 14, 2026
Fortis Group Advisors, LLC History New 9 0 — — — +9 New Q1 2026 May 08, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -8 -100.0% Q1 2026 May 11, 2026
Nvest Wealth Strategies, Inc. History New 6 0 — — — +6 New Q1 2026 Apr 13, 2026
Freestone Grove Partners LP History New 4 0 — — — +4 New Q1 2026 May 15, 2026
Merkkuri Wealth Advisors LLC History New 1 0 — — — +1 New Q1 2026 Apr 21, 2026
TOTH FINANCIAL ADVISORY CORP History No change 4 0 — — — 0 0.0% Q1 2026 Apr 16, 2026
BFSG, LLC History No change 15 0 — — — 0 0.0% Q1 2026 Apr 28, 2026
WealthCollab, LLC History No change 16 0 — — — 0 0.0% Q1 2026 May 13, 2026
LRI Investments, LLC History No change 15 0 — — — 0 0.0% Q1 2026 Apr 30, 2026
Millstone Evans Group, LLC History No change 17 0 — — — 0 0.0% Q1 2026 Apr 30, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 10 0 — — — 0 0.0% Q1 2026 May 12, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 3 0 — — — 0 0.0% Q1 2026 Apr 02, 2026
Godfrey Financial Associates, Inc. History No change 14 0 — — — 0 0.0% Q1 2026 May 11, 2026