Pacer Funds Trust - CALF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,003,225 | 493,714 | 0.04% | 0.04% | 1 | -860,525 | -7.25% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 4,163,623 | 186,821 | 0.01% | 0.01% | 2 | -630,962 | -13.16% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,137,746 | 140,790 | 0.04% | 0.04% | 3 | -429,011 | -12.03% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,838,316 | 82,485 | 0.09% | 0.09% | 4 | -84,764 | -4.41% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,636,696 | 73,438 | 0.02% | 0.03% | 5 | -679,571 | -29.34% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,585,707 | 71,150 | 0.01% | 0.02% | 6 | -666,914 | -29.61% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,310,020 | 58,780 | 0.04% | 0.04% | 7 | -286,454 | -17.94% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Reduced | 1,144,105 | 51,335 | 0.01% | 0.01% | 8 | -71,082 | -5.85% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,011,781 | 45,398 | 0.01% | 0.01% | 9 | -89,703 | -8.14% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 829,581 | 37,223 | 0.01% | 0.01% | 10 | -131,646 | -13.7% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 832,598 | 36,642 | 0.02% | 0.02% | 11 | +54,600 | 7.02% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 674,054 | 30,254 | 0.04% | 0.05% | 12 | -81,017 | -10.73% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 668,883 | 30,012 | 0.05% | 0.05% | 13 | +58,664 | 9.61% | Q1 2026 | May 14, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 626,136 | 28,094 | 3.12% | 1.69% | 14 | +280,299 | 81.05% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 613,217 | 27,515 | 0.07% | 0.09% | 15 | -116,097 | -15.92% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 561,367 | 25,188 | 0.04% | 0.04% | 16 | -190,384 | -25.33% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 474,736 | 21,301 | 0.03% | 0.03% | 17 | +68,884 | 16.97% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 420,172 | 18,853 | 0.11% | 0.13% | 18 | -71,491 | -14.54% | Q1 2026 | May 05, 2026 |
| Compass Advisory Group LLC | History | Added to | 412,337 | 18,501 | 4.95% | 4.95% | 19 | +2,203 | 0.54% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 391,676 | 17,574 | 0.02% | 0.02% | 20 | +4,694 | 1.21% | Q1 2026 | May 12, 2026 |
| Pacer Advisors, Inc. | History | Added to | 382,841 | 17,178 | 0.04% | 0.04% | 21 | +8,056 | 2.15% | Q1 2026 | May 06, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 380,206 | 17,059 | 1.96% | 3.96% | 22 | -378,774 | -49.91% | Q1 2026 | Apr 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 374,214 | 16,786 | 0.0% | 0.0% | 23 | -52,430 | -12.29% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 349,901 | 15,700 | 0.04% | 0.06% | 24 | -191,132 | -35.33% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 325,733 | 14,615 | 0.06% | 0.08% | 25 | -103,095 | -24.04% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 287,374 | 12,894 | 0.07% | 0.07% | 26 | -3,967 | -1.36% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 248,207 | 11,137 | 0.01% | 0.01% | 27 | -6,049 | -2.38% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 245,704 | 11,093 | 0.02% | 0.02% | 28 | -116,597 | -32.18% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 245,146 | 10,999 | 0.55% | 0.53% | 29 | +15,848 | 6.91% | Q1 2026 | Apr 23, 2026 |
| Procyon Advisors, LLC | History | Reduced | 232,785 | 10,445 | 0.51% | 0.52% | 30 | -3,241 | -1.37% | Q1 2026 | May 04, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 227,341 | 10,200 | 6.16% | 6.25% | 31 | -5,211 | -2.24% | Q1 2026 | Apr 21, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 180,235 | 8,087 | 0.91% | 1.09% | 32 | -30,142 | -14.33% | Q1 2026 | Apr 07, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 175,968 | 7,895 | 3.66% | 3.81% | 33 | -5,551 | -3.06% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 166,757 | 7,482 | 0.0% | 0.0% | 34 | +97,340 | 140.23% | Q1 2026 | May 15, 2026 |
| PSI Advisors, LLC | History | Reduced | 164,120 | 7,364 | 1.76% | 1.91% | 35 | -6,421 | -3.77% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 161,098 | 7,228 | 0.08% | 0.02% | 36 | +139,363 | 641.19% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 134,617 | 6,040 | 0.07% | 0.06% | 37 | +25,584 | 23.46% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 125,494 | 5,630 | 0.29% | 0.28% | 38 | +7,342 | 6.21% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 124,500 | 5,586 | 0.0% | 0.04% | 39 | -463,600 | -78.83% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 117,925 | 5,291 | 0.01% | 0.05% | 40 | -331,721 | -73.77% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 109,901 | 4,931 | 0.01% | 0.01% | 41 | -77,183 | -41.26% | Q1 2026 | May 13, 2026 |
| Econ Financial Services Corp | History | Added to | 109,421 | 4,909 | 2.28% | 2.0% | 42 | +19,335 | 21.46% | Q1 2026 | Apr 21, 2026 |
| Carter Financial Group, INC. | History | Reduced | 106,008 | 4,756 | 2.94% | 2.82% | 43 | -490 | -0.46% | Q1 2026 | Apr 27, 2026 |
| Clarus Wealth Advisors | History | Reduced | 102,832 | 4,673 | 1.99% | 2.01% | 44 | -3,247 | -3.06% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 103,242 | 4,632 | 0.02% | 0.02% | 45 | -4,393 | -4.08% | Q1 2026 | Apr 24, 2026 |
| Family Manage LLC | History | Reduced | 101,275 | 4,544 | 0.54% | 0.78% | 46 | -38,604 | -27.6% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 100,111 | 4,491 | 0.05% | 0.07% | 47 | -3,926 | -3.77% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 97,256 | 4,363 | 0.0% | 0.0% | 48 | +37,517 | 62.8% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 96,266 | 4,319 | 0.14% | 0.04% | 49 | +65,449 | 212.38% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 94,346 | 4,233 | 0.02% | 0.03% | 50 | -20,960 | -18.18% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 95,041 | 4,217 | 0.03% | 0.03% | 51 | -10,248 | -9.73% | Q1 2026 | May 15, 2026 |
| Keystone Financial Services, LLC | History | Added to | 83,368 | 3,740 | 2.52% | 2.48% | 52 | +1,148 | 1.4% | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 82,017 | 3,680 | 0.0% | 0.0% | 53 | +3,281 | 4.17% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Reduced | 80,749 | 3,623 | 0.05% | 0.06% | 54 | -7,964 | -8.98% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 78,854 | 3,538 | 0.08% | 0.07% | 55 | +3,504 | 4.65% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 78,790 | 3,535 | 0.07% | 0.06% | 56 | +5,171 | 7.02% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Reduced | 75,457 | 3,373 | 0.02% | 0.03% | 57 | -53,257 | -41.38% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 74,515 | 3,343 | 0.11% | 0.09% | 58 | -13,426 | -15.27% | Q1 2026 | Apr 23, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 73,787 | 3,310 | 1.23% | 1.27% | 59 | -4,218 | -5.41% | Q1 2026 | May 04, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 71,820 | 3,222 | 1.81% | 1.83% | 60 | -2,425 | -3.27% | Q1 2026 | Apr 28, 2026 |
| Atlas Wealth LLC | History | Reduced | 70,562 | 3,166 | 0.95% | 0.96% | 61 | -710 | -1.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 68,439 | 3,070 | 0.09% | 0.13% | 62 | -13,866 | -16.85% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 66,470 | 2,949 | 0.23% | 0.23% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 59,964 | 2,877 | 1.49% | 1.38% | 64 | +12,083 | 25.24% | Q1 2026 | May 18, 2026 |
| HRT FINANCIAL LP | History | New | 63,896 | 2,867 | 0.01% | — | 65 | +63,896 | New | Q1 2026 | May 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 62,869 | 2,820 | 0.86% | 0.59% | 66 | +600 | 0.96% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 62,175 | 2,789 | 0.03% | 0.03% | 67 | -4,035 | -6.09% | Q1 2026 | Apr 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 62,155 | 2,788 | 0.19% | 0.18% | 68 | -2,157 | -3.35% | Q1 2026 | May 21, 2026 |
| Anson Capital, Inc. | History | Added to | 62,004 | 2,782 | 1.9% | 1.96% | 69 | +1,335 | 2.2% | Q1 2026 | May 13, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 58,357 | 2,618 | 0.45% | 0.48% | 70 | -3,199 | -5.2% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 58,106 | 2,607 | 0.07% | 0.06% | 71 | +9,332 | 19.13% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 57,660 | 2,587 | 0.0% | 0.01% | 72 | -3,724 | -6.07% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 56,963 | 2,555 | 0.11% | 0.2% | 73 | -41,240 | -41.99% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 110,692 | 2,476 | 0.11% | 0.03% | 74 | -87,056 | -44.02% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 55,046 | 2,469 | 0.03% | 0.03% | 75 | -2,503 | -4.35% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 53,583 | 2,404 | 0.0% | 0.0% | 76 | +40,226 | 301.16% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 52,120 | 2,338 | 0.01% | 0.01% | 77 | +6,031 | 13.09% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 51,928 | 2,330 | 0.8% | 0.76% | 78 | +409 | 0.79% | Q1 2026 | May 04, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 49,439 | 2,218 | 0.29% | 0.32% | 79 | -7,068 | -12.51% | Q1 2026 | Apr 23, 2026 |
| ETF Store, Inc. | History | Added to | 48,255 | 2,165 | 2.11% | 2.09% | 80 | +2,037 | 4.41% | Q1 2026 | Apr 30, 2026 |
| First PREMIER Bank | History | Reduced | 47,965 | 2,152 | 0.5% | 0.5% | 81 | -1,535 | -3.1% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 47,834 | 2,146 | 0.03% | 0.04% | 82 | -1,059 | -2.17% | Q1 2026 | Apr 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 47,245 | 2,119 | 0.28% | 0.21% | 83 | +13,031 | 38.09% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 46,530 | 2,087 | 0.0% | 0.0% | 84 | -5,031 | -9.76% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 45,916 | 2,060 | 0.05% | 0.06% | 85 | -8,888 | -16.22% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 45,397 | 2,036 | 0.01% | 0.01% | 86 | -1,965 | -4.15% | Q1 2026 | Apr 15, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 45,221 | 2,029 | 0.99% | 1.02% | 87 | -707 | -1.54% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 45,181 | 2,027 | 0.05% | 0.06% | 88 | -6,879 | -13.21% | Q1 2026 | May 04, 2026 |
| BCS Wealth Management | History | Reduced | 45,101 | 2,023 | 0.41% | 0.44% | 89 | -52,579 | -53.83% | Q1 2026 | Apr 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 42,795 | 1,920 | 0.02% | 0.02% | 90 | -648 | -1.49% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 42,748 | 1,918 | 0.01% | 0.02% | 91 | -15,673 | -26.83% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 42,533 | 1,908 | 0.08% | 0.08% | 92 | +1,027 | 2.47% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 42,262 | 1,896 | 0.01% | 0.0% | 93 | +19,853 | 88.59% | Q1 2026 | May 08, 2026 |
| Claro Advisors Inc. | History | Reduced | 41,427 | 1,858 | 0.22% | 0.25% | 94 | -708 | -1.68% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 40,679 | 1,825 | 0.11% | 0.13% | 95 | -19,295 | -32.17% | Q1 2026 | Apr 28, 2026 |
| XTX Topco Ltd | History | Added to | 40,159 | 1,801 | 0.03% | 0.01% | 96 | +28,229 | 236.62% | Q1 2026 | May 15, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 38,557 | 1,778 | 0.77% | 0.79% | 97 | -1,034 | -2.61% | Q1 2026 | Apr 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 36,660 | 1,765 | 0.04% | 0.04% | 98 | -3,005 | -7.58% | Q1 2026 | May 04, 2026 |
| WNY Asset Management, LLC | History | New | 38,566 | 1,730 | 0.18% | — | 99 | +38,566 | New | Q1 2026 | May 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 38,423 | 1,724 | 0.01% | 0.02% | 100 | +403 | 1.06% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Reduced | 37,860 | 1,698 | 1.17% | 1.65% | 101 | -14,111 | -27.15% | Q1 2026 | May 04, 2026 |
| Smart Portfolios, LLC | History | Added to | 37,671 | 1,690 | 1.69% | 1.63% | 102 | +789 | 2.14% | Q1 2026 | May 01, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 37,429 | 1,679 | 0.19% | 0.18% | 103 | -861 | -2.25% | Q1 2026 | May 04, 2026 |
| Commerce Advisors, LLC | History | New | 37,218 | 1,669 | 1.4% | — | 104 | +37,218 | New | Q1 2026 | May 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 37,097 | 1,664 | 0.35% | 0.39% | 105 | -7,874 | -17.51% | Q1 2026 | Apr 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 37,021 | 1,661 | 0.07% | 0.07% | 106 | -1,970 | -5.05% | Q1 2026 | May 08, 2026 |
| Certified Advisory Corp | History | Reduced | 36,723 | 1,647 | 0.15% | 0.33% | 107 | -46,123 | -55.67% | Q1 2026 | Apr 17, 2026 |
| JBR Co Financial Management Inc | History | No change | 35,987 | 1,596 | 0.67% | 0.67% | 108 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 35,565 | 1,578 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 35,103 | 1,575 | 0.05% | 0.05% | 110 | -293 | -0.83% | Q1 2026 | May 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 35,097 | 1,574 | 0.7% | 0.65% | 111 | +3,397 | 10.72% | Q1 2026 | May 08, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 33,631 | 1,509 | 0.63% | 0.61% | 112 | +4,365 | 14.91% | Q1 2026 | Apr 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 33,050 | 1,482 | 0.02% | 0.02% | 113 | -3,534 | -9.66% | Q1 2026 | May 12, 2026 |
| Firestone Capital Management | History | Reduced | 32,166 | 1,443 | 0.3% | 0.34% | 114 | -4,093 | -11.29% | Q1 2026 | May 08, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 30,677 | 1,376 | 0.2% | 0.26% | 115 | -8,499 | -21.69% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Reduced | 28,766 | 1,290 | 0.05% | 0.07% | 116 | -5,907 | -17.04% | Q1 2026 | May 19, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 28,565 | 1,281 | 0.22% | 0.27% | 117 | -7,661 | -21.15% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 28,411 | 1,274 | 0.02% | 0.03% | 118 | -995 | -3.38% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 27,771 | 1,247 | 0.02% | 0.22% | 119 | -249,221 | -89.97% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 26,992 | 1,211 | 0.01% | 0.01% | 120 | +4,775 | 21.49% | Q1 2026 | May 01, 2026 |
| KPP Advisory Services LLC | History | Reduced | 26,895 | 1,206 | 0.18% | 0.24% | 121 | -10,214 | -27.52% | Q1 2026 | Apr 24, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 26,245 | 1,177 | 0.47% | 0.45% | 122 | +1,285 | 5.15% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Reduced | 26,106 | 1,171 | 0.06% | 0.08% | 123 | -12,710 | -32.74% | Q1 2026 | May 05, 2026 |
| Inscription Capital, LLC | History | Added to | 26,113 | 1,171 | 0.12% | 0.12% | 124 | +138 | 0.53% | Q1 2026 | Apr 20, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 26,074 | 1,169 | 0.63% | 0.77% | 125 | -5,255 | -16.77% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 25,606 | 1,148 | 0.06% | 0.01% | 126 | +20,601 | 411.61% | Q1 2026 | Apr 30, 2026 |
| MONEYWISE, INC. | History | Reduced | 25,508 | 1,144 | 0.5% | 0.57% | 127 | -5,574 | -17.93% | Q1 2026 | Apr 27, 2026 |
| HighPoint Advisor Group LLC | History | New | 25,045 | 1,123 | 0.05% | — | 128 | +25,045 | New | Q1 2026 | May 14, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 24,817 | 1,113 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 24,219 | 1,086 | 0.02% | 0.01% | 130 | +2,487 | 11.44% | Q1 2026 | May 13, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 24,023 | 1,077 | 0.83% | 0.78% | 131 | +144 | 0.6% | Q1 2026 | Apr 20, 2026 |
| Wealth Group Ltd | History | Reduced | 23,177 | 1,039 | 0.24% | 0.31% | 132 | -7,674 | -24.87% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 23,036 | 1,033 | 0.02% | 0.02% | 133 | -1,182 | -4.88% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,887 | 1,026 | 0.0% | 0.0% | 134 | +8,857 | 63.13% | Q1 2026 | May 15, 2026 |
| CMC Financial Group | History | Added to | 22,882 | 1,026 | 2.01% | 1.62% | 135 | +2,374 | 11.58% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Reduced | 22,291 | 1,000 | 0.03% | 0.05% | 136 | -21,125 | -48.66% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 21,388 | 959 | 0.02% | 0.02% | 137 | +688 | 3.32% | Q1 2026 | Apr 10, 2026 |
| Plan Group Financial, LLC | History | Reduced | 21,242 | 953 | 0.22% | 0.35% | 138 | -9,063 | -29.91% | Q1 2026 | Apr 13, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | New | 20,829 | 934 | 0.58% | — | 139 | +20,829 | New | Q1 2026 | May 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 20,792 | 932 | 0.07% | 0.08% | 140 | -1,520 | -6.81% | Q1 2026 | May 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 20,764 | 931 | 0.12% | 0.11% | 141 | +323 | 1.58% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 20,241 | 908 | 0.02% | 0.02% | 142 | -2,340 | -10.36% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 20,187 | 905 | 0.0% | 0.0% | 143 | +15,463 | 327.33% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 20,016 | 898 | 0.01% | 0.02% | 144 | -5,412 | -21.28% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 19,668 | 882 | 0.1% | 0.1% | 145 | -1,194 | -5.72% | Q1 2026 | Apr 16, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 19,193 | 861 | 0.09% | 0.11% | 146 | -2,194 | -10.26% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,992 | 852 | 0.0% | 0.0% | 147 | +558 | 3.03% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 19,120 | 848 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 18,618 | 835 | 0.12% | 0.13% | 149 | -2,716 | -12.73% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 17,864 | 802 | 0.02% | 0.03% | 150 | -1,951 | -9.85% | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 17,852 | 801 | 0.18% | 0.19% | 151 | -1,990 | -10.03% | Q1 2026 | May 13, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 17,638 | 791 | 0.2% | 0.2% | 152 | -1,583 | -8.24% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 17,533 | 786 | 0.2% | 0.24% | 153 | -293 | -1.64% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 17,439 | 782 | 0.0% | 0.01% | 154 | -1,368 | -7.27% | Q1 2026 | May 15, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 17,394 | 780 | 0.5% | 0.51% | 155 | +17 | 0.1% | Q1 2026 | Apr 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 17,363 | 779 | 0.02% | 0.02% | 156 | -519 | -2.9% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,769 | 752 | 0.0% | 0.0% | 157 | +14,337 | 589.51% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,721 | 750 | 0.06% | 0.06% | 158 | +204 | 1.24% | Q1 2026 | Apr 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 16,567 | 743 | 0.02% | 0.04% | 159 | -21,590 | -56.58% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 16,519 | 741 | 0.06% | 0.06% | 160 | +7,884 | 91.3% | Q1 2026 | Apr 28, 2026 |
| E&G Advisors, LP | History | Added to | 16,400 | 735 | 0.16% | 0.16% | 161 | +7 | 0.04% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Reduced | 16,055 | 720 | 0.0% | 0.0% | 162 | -629 | -3.77% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,449 | 712 | 0.0% | 0.0% | 163 | -6,026 | -28.06% | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 15,614 | 701 | 0.05% | 0.05% | 164 | -532 | -3.29% | Q1 2026 | May 01, 2026 |
| City Center Advisors, LLC | History | Added to | 15,571 | 698 | 0.65% | 0.62% | 165 | +475 | 3.15% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 15,177 | 681 | 0.01% | 0.0% | 166 | +638 | 4.39% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 15,127 | 678 | 0.0% | 0.0% | 167 | -1,655 | -9.86% | Q1 2026 | May 14, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 15,921 | 668 | 0.29% | 0.42% | 168 | -6,398 | -28.67% | Q1 2026 | May 05, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 14,587 | 654 | 0.2% | 0.21% | 169 | -599 | -3.94% | Q1 2026 | May 19, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 14,532 | 652 | 0.39% | 0.38% | 170 | -93 | -0.64% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,836 | 621 | 0.0% | — | 171 | +13,836 | New | Q1 2026 | May 13, 2026 |
| WBI INVESTMENTS, LLC | History | New | 13,572 | 608 | 0.17% | — | 172 | +13,572 | New | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 13,398 | 601 | 0.02% | 0.02% | 173 | -1,259 | -8.59% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 13,397 | 601 | 0.21% | 0.21% | 174 | +184 | 1.39% | Q1 2026 | Apr 23, 2026 |
| BROWN ADVISORY INC | History | No change | 13,392 | 600 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Unified Investment Management | History | Added to | 13,304 | 596 | 0.61% | 0.56% | 176 | +583 | 4.58% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | New | 13,202 | 592 | 0.0% | — | 177 | +13,202 | New | Q1 2026 | Apr 27, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 13,100 | 587 | 0.16% | 0.16% | 178 | -1,343 | -9.3% | Q1 2026 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 12,818 | 581 | 0.18% | 0.18% | 179 | -17 | -0.13% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 12,896 | 578 | 0.02% | 0.11% | 180 | -55,600 | -81.17% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Added to | 12,897 | 578 | 0.1% | 0.08% | 181 | +2,580 | 25.01% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | No change | 12,813 | 574 | 0.02% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 12,466 | 559 | 0.0% | 0.0% | 183 | +2,391 | 23.73% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 11,551 | 518 | 0.01% | 0.02% | 184 | -568 | -4.69% | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,370 | 510 | 0.04% | 0.04% | 185 | +483 | 4.44% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,775 | 483 | 0.0% | 0.0% | 186 | +4,174 | 63.23% | Q1 2026 | Apr 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 10,754 | 482 | 0.03% | 0.03% | 187 | +39 | 0.36% | Q1 2026 | May 12, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 10,718 | 480 | 0.26% | 0.24% | 188 | +415 | 4.03% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,573 | 474 | 0.02% | 0.16% | 189 | -66,490 | -86.28% | Q1 2026 | May 18, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 10,500 | 471 | 0.03% | 0.03% | 190 | +5,150 | 96.26% | Q1 2026 | Apr 22, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 10,430 | 467 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 10,395 | 466 | 0.01% | 0.01% | 192 | -1,905 | -15.49% | Q1 2026 | May 13, 2026 |
| Oder Investment Management, LLC | History | Added to | 10,156 | 455 | 0.35% | 0.3% | 193 | +672 | 7.09% | Q1 2026 | May 05, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 10,100 | 453 | 0.14% | 0.14% | 194 | -489 | -4.62% | Q1 2026 | Apr 21, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,011 | 449 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 9,991 | 448 | 0.11% | 0.11% | 196 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,878 | 443 | 0.0% | 0.0% | 197 | +902 | 10.05% | Q1 2026 | Apr 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,735 | 436 | 0.01% | 0.01% | 198 | -516 | -5.03% | Q1 2026 | May 14, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 9,445 | 426 | 0.58% | 0.68% | 200 | -2,641 | -21.85% | Q1 2026 | May 14, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 9,509 | 426 | 0.07% | 0.07% | 199 | -447 | -4.49% | Q1 2026 | May 07, 2026 |
| Nautilus Advisors LLC | History | Reduced | 9,479 | 425 | 0.29% | 0.31% | 201 | -1,107 | -10.46% | Q1 2026 | Apr 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 9,453 | 424 | 0.05% | 0.06% | 202 | -1,854 | -16.4% | Q1 2026 | Apr 16, 2026 |
| Sankala Group LLC | History | Added to | 9,554 | 423 | 0.35% | 0.35% | 203 | +185 | 1.97% | Q1 2026 | Mar 31, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 9,237 | 414 | 0.15% | 0.14% | 204 | -38 | -0.41% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,130 | 409 | 0.0% | 0.0% | 205 | -1,231 | -11.88% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 9,093 | 408 | 0.02% | 0.02% | 206 | -711 | -7.25% | Q1 2026 | Apr 21, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 9,038 | 405 | 0.1% | 0.11% | 207 | -873 | -8.81% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,993 | 403 | 0.0% | 0.0% | 208 | +987 | 12.33% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 8,934 | 400 | 0.02% | 0.03% | 209 | +3,506 | 64.59% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 8,895 | 399 | 0.0% | 0.0% | 210 | +272 | 3.15% | Q1 2026 | Apr 28, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 8,872 | 398 | 0.16% | 0.15% | 211 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IF Advisors, LLC | History | New | 8,850 | 397 | 0.28% | — | 212 | +8,850 | New | Q1 2026 | May 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 8,651 | 388 | 0.08% | 0.09% | 213 | -597 | -6.46% | Q1 2026 | Apr 09, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 8,580 | 385 | 0.06% | 0.06% | 214 | -174 | -1.99% | Q1 2026 | May 13, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 8,521 | 382 | 0.1% | 0.12% | 215 | -1,692 | -16.57% | Q1 2026 | Apr 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 8,513 | 381 | 0.01% | 0.01% | 216 | +751 | 9.68% | Q1 2026 | May 14, 2026 |
| Winning Points Advisors, LLC | History | No change | 8,509 | 377 | 0.4% | 0.4% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 8,361 | 375 | 0.02% | — | 218 | +8,361 | New | Q1 2026 | May 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 8,239 | 369 | 0.05% | 0.06% | 219 | +22 | 0.27% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 7,998 | 358 | 0.0% | 0.0% | 220 | -992 | -11.03% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 7,919 | 355 | 0.01% | 0.01% | 221 | -1,252 | -13.65% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,914 | 355 | 0.02% | 0.02% | 222 | -1,180 | -12.98% | Q1 2026 | Apr 28, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 7,791 | 349 | 0.19% | 0.22% | 223 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Trexquant Investment LP | History | Added to | 7,752 | 347 | 0.0% | 0.0% | 224 | +544 | 7.55% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 7,742 | 347 | 0.04% | 0.04% | 225 | -481 | -5.85% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,726 | 346 | 0.01% | 0.01% | 226 | +12 | 0.16% | Q1 2026 | May 11, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 7,660 | 343 | 0.29% | — | 227 | +7,660 | New | Q1 2026 | Apr 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 7,629 | 342 | 0.0% | 0.0% | 228 | +219 | 2.96% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 7,611 | 341 | 0.01% | 0.01% | 229 | -213 | -2.72% | Q1 2026 | May 04, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 7,582 | 340 | 0.02% | 0.03% | 230 | -559 | -6.87% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Reduced | 7,563 | 339 | 0.04% | 0.04% | 231 | -484 | -6.01% | Q1 2026 | Apr 10, 2026 |
| Maridea Wealth Management LLC | History | New | 7,498 | 336 | 0.05% | — | 232 | +7,498 | New | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,465 | 334 | 0.03% | 0.03% | 233 | +218 | 3.01% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | New | 7,432 | 333 | 0.01% | — | 234 | +7,432 | New | Q1 2026 | May 18, 2026 |
| Focus Partners Wealth | History | Reduced | 7,260 | 325 | 0.0% | 0.0% | 236 | -533 | -6.84% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,245 | 325 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bravias Capital Group, LLC | History | Added to | 7,227 | 324 | 0.21% | 0.19% | 237 | +21 | 0.29% | Q1 2026 | Apr 28, 2026 |
| Intrua Financial, LLC | History | Reduced | 7,219 | 323 | 0.03% | 0.03% | 238 | -167 | -2.26% | Q1 2026 | Apr 23, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 7,151 | 320 | 0.02% | 0.03% | 239 | -1,932 | -21.27% | Q1 2026 | May 07, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 7,143 | 320 | 0.16% | 0.16% | 241 | +440 | 6.56% | Q1 2026 | Apr 21, 2026 |
| ORG Partners LLC | History | No change | 7,232 | 320 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| World Investment Advisors | History | Reduced | 7,119 | 319 | 0.01% | 0.01% | 242 | -1,305 | -15.49% | Q1 2026 | Apr 27, 2026 |
| Balefire, LLC | History | Reduced | 7,129 | 319 | 0.06% | 0.06% | 243 | -369 | -4.92% | Q1 2026 | May 07, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 6,955 | 318 | 0.05% | 0.09% | 244 | -5,866 | -45.75% | Q1 2026 | Apr 16, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 7,063 | 316 | 0.07% | 0.09% | 245 | -608 | -7.93% | Q1 2026 | Apr 14, 2026 |
| Tempo Wealth, LLC | History | Reduced | 7,024 | 315 | 0.05% | 0.13% | 246 | -9,310 | -57.0% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 7,143 | 314 | 0.02% | 0.02% | 247 | -615 | -7.93% | Q1 2026 | Apr 24, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 6,955 | 312 | 0.23% | 0.27% | 248 | -1,113 | -13.8% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 6,860 | 307 | 0.02% | 0.04% | 249 | -8,418 | -55.1% | Q1 2026 | Apr 13, 2026 |
| Brookstone Capital Management | History | Added to | 6,840 | 306 | 0.0% | 0.0% | 250 | +2,020 | 41.91% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,796 | 305 | 0.0% | 0.0% | 251 | +451 | 7.11% | Q1 2026 | Apr 07, 2026 |
| Avondale Wealth Management | History | No change | 6,779 | 304 | 0.15% | 0.15% | 252 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Coquina Private Wealth LLC | History | Reduced | 6,764 | 303 | 0.24% | 0.37% | 253 | -3,632 | -34.94% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 6,559 | 294 | 0.0% | 0.0% | 254 | +3,748 | 133.33% | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 6,508 | 292 | 0.06% | 0.09% | 255 | -2,136 | -24.71% | Q1 2026 | May 05, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 6,451 | 289 | 0.11% | 0.12% | 256 | -442 | -6.41% | Q1 2026 | Apr 22, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 6,431 | 288 | 0.02% | 0.13% | 257 | -41,102 | -86.47% | Q1 2026 | May 14, 2026 |
| Platform Technology Partners | History | No change | 6,400 | 287 | 0.06% | 0.06% | 258 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 6,314 | 283 | 0.28% | 0.27% | 259 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Reduced | 6,177 | 277 | 0.0% | 0.0% | 260 | -259 | -4.02% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 6,106 | 273 | 0.14% | 0.09% | 261 | -1,541 | -20.15% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 6,077 | 272 | 0.08% | 0.08% | 263 | -192 | -3.06% | Q1 2026 | May 08, 2026 |
| NVWM, LLC | History | Reduced | 6,064 | 272 | 0.06% | 0.06% | 262 | -18 | -0.3% | Q1 2026 | Apr 27, 2026 |
| First American Bank | History | No change | 6,000 | 269 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 5,901 | 264 | 0.04% | 0.04% | 265 | +38 | 0.65% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | No change | 5,816 | 260 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 5,775 | 259 | 0.12% | 0.13% | 267 | +2 | 0.03% | Q1 2026 | May 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 5,739 | 257 | 0.18% | 0.21% | 268 | -522 | -8.34% | Q1 2026 | Apr 15, 2026 |
| Round Rock Advisors LLC | History | No change | 5,740 | 257 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 5,690 | 255 | 0.17% | 0.17% | 270 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 5,659 | 253 | 0.02% | 0.02% | 271 | -89 | -1.55% | Q1 2026 | May 05, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 5,626 | 252 | 0.18% | 0.19% | 272 | -194 | -3.33% | Q1 2026 | May 19, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 5,585 | 250 | 0.11% | 0.1% | 273 | -105 | -1.85% | Q1 2026 | May 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 5,582 | 250 | 0.05% | 0.06% | 274 | -35 | -0.62% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,567 | 249 | 0.0% | 0.0% | 275 | -657 | -10.56% | Q1 2026 | May 15, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 5,520 | 247 | 0.09% | 0.08% | 276 | +228 | 4.31% | Q1 2026 | Apr 29, 2026 |
| Weaver Consulting Group | History | No change | 5,486 | 246 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BKM Wealth Management, LLC | History | Added to | 5,470 | 245 | 0.09% | 0.09% | 278 | +30 | 0.55% | Q1 2026 | Apr 22, 2026 |
| S.A. Mason LLC | History | Added to | 5,286 | 237 | 0.09% | 0.09% | 279 | +164 | 3.2% | Q1 2026 | Apr 27, 2026 |
| Ethos Financial Group, LLC | History | No change | 5,323 | 236 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Central Pacific Bank - Trust Division | History | New | 5,250 | 235 | 0.03% | — | 281 | +5,250 | New | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,193 | 233 | 0.02% | 0.02% | 282 | +205 | 4.11% | Q1 2026 | Apr 20, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 5,186 | 232 | 0.1% | 0.13% | 283 | -1,312 | -20.19% | Q1 2026 | Apr 16, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 5,158 | 231 | 0.12% | 0.13% | 284 | -462 | -8.22% | Q1 2026 | May 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 5,143 | 230 | 0.11% | 0.11% | 285 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | New | 5,124 | 229 | 0.0% | — | 287 | +5,124 | New | Q1 2026 | May 01, 2026 |
| NBT BANK N A /NY | History | No change | 5,111 | 229 | 0.02% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Added to | 5,030 | 225 | 0.0% | 0.0% | 288 | +1,655 | 49.04% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Reduced | 5,019 | 225 | 0.01% | 0.01% | 289 | -22 | -0.44% | Q1 2026 | Apr 27, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 5,009 | 224 | 0.07% | 0.07% | 290 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 4,983 | 223 | 0.21% | 0.21% | 292 | +34 | 0.69% | Q1 2026 | Apr 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 5,016 | 223 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | Reduced | 4,929 | 221 | 0.02% | 0.02% | 293 | -214 | -4.16% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 4,824 | 216 | 0.02% | 0.03% | 295 | -751 | -13.47% | Q1 2026 | May 04, 2026 |
| Invenomic Capital Management LP | History | No change | 4,822 | 216 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 4,794 | 215 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 4,683 | 210 | 0.07% | 0.06% | 298 | -323 | -6.45% | Q1 2026 | Apr 28, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,696 | 210 | 0.04% | 0.04% | 297 | -80 | -1.68% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,656 | 208 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,614 | 207 | 0.02% | 0.01% | 300 | -370 | -7.42% | Q1 2026 | May 14, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 4,631 | 207 | 0.08% | 0.08% | 301 | -218 | -4.5% | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | New | 4,474 | 200 | 0.02% | — | 302 | +4,474 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,321 | 193 | 0.0% | 0.0% | 303 | -2,621 | -37.76% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,297 | 192 | 0.0% | 0.0% | 304 | +332 | 8.37% | Q1 2026 | May 13, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 3,736 | 167 | 0.06% | 0.06% | 305 | -614 | -14.11% | Q1 2026 | Apr 03, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 2,934 | 131 | 0.13% | 0.14% | 306 | -245 | -7.71% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,796 | 125 | 0.06% | 0.06% | 307 | +25 | 0.9% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,783 | 124 | 0.01% | 0.02% | 308 | -2,264 | -44.86% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,786 | 122 | 0.0% | 0.0% | 309 | -720 | -20.54% | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,603 | 116 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 2,569 | 115 | 0.05% | 0.03% | 311 | +836 | 48.24% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,413 | 108 | 0.04% | 0.04% | 312 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Whipplewood Advisors, LLC | History | No change | 2,256 | 101 | 0.05% | 0.06% | 313 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,180 | 97 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Asset Dedication, LLC | History | No change | 2,055 | 91 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 2,012 | 90 | 0.03% | 0.03% | 316 | +1 | 0.05% | Q1 2026 | Apr 09, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 1,800 | 80 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,718 | 77 | 0.0% | 0.0% | 318 | -617 | -26.42% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,637 | 73 | 0.01% | 0.01% | 319 | +3 | 0.18% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,503 | 67 | 0.01% | 0.01% | 320 | -373 | -19.88% | Q1 2026 | Apr 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,480 | 66 | 0.0% | — | 321 | +1,480 | New | Q1 2026 | May 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,425 | 63 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 1,396 | 62 | 0.0% | 0.0% | 323 | -5 | -0.36% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 1,349 | 60 | 0.0% | — | 324 | +1,349 | New | Q1 2026 | Apr 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,312 | 58 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Princeton Global Asset Management LLC | History | New | 1,282 | 57 | 0.01% | — | 326 | +1,282 | New | Q1 2026 | Apr 22, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,111 | 49 | 0.03% | 0.03% | 327 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,096 | 49 | 0.03% | 0.03% | 328 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Co / SC | History | No change | 1,000 | 44 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WFA of San Diego, LLC | History | No change | 939 | 42 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 912 | 40 | 0.0% | 0.01% | 332 | -1,695 | -65.02% | Q1 2026 | Apr 27, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 894 | 40 | 0.03% | 0.03% | 333 | +6 | 0.68% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Holdings, LLC | History | No change | 898 | 40 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 877 | 39 | 0.0% | 0.01% | 334 | -743 | -45.86% | Q1 2026 | Apr 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 838 | 37 | 0.02% | 0.03% | 336 | -79 | -8.62% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 845 | 37 | 0.04% | 0.04% | 335 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Coastline Trust Co | History | No change | 725 | 32 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CENTRAL TRUST Co | History | No change | 713 | 31 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EPG Wealth Management LLC | History | Added to | 607 | 27 | 0.01% | 0.01% | 339 | +3 | 0.5% | Q1 2026 | May 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 585 | 26 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Key Capital Management, INC | History | Reduced | 495 | 22 | 0.01% | 0.02% | 342 | -24 | -4.62% | Q1 2026 | May 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 510 | 22 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 465 | 20 | 0.0% | 0.0% | 343 | -20 | -4.12% | Q1 2026 | May 07, 2026 |
| Bank of Jackson Hole Trust | History | No change | 460 | 20 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IMG Wealth Management, Inc. | History | No change | 424 | 19 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 400 | 17 | 0.01% | — | 347 | +400 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 400 | 17 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 372 | 16 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 328 | 14 | 0.01% | 0.01% | 350 | +3 | 0.92% | Q1 2026 | Apr 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 318 | 14 | 0.0% | 0.0% | 349 | +2 | 0.63% | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | No change | 302 | 13 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Synergy Investment Management, LLC | History | New | 285 | 12 | 0.0% | — | 352 | +285 | New | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 249 | 11 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | No change | 263 | 11 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 210 | 9 | 0.0% | — | 355 | +210 | New | Q1 2026 | May 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 206 | 9 | 0.01% | — | 356 | +206 | New | Q1 2026 | Apr 21, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 196 | 8 | 0.01% | — | 358 | +196 | New | Q1 2026 | May 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 187 | 8 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Reduced | 169 | 7 | 0.0% | 0.0% | 359 | -10 | -5.59% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | No change | 144 | 6 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sachetta, LLC | History | Reduced | 124 | 5 | 0.0% | 0.0% | 364 | -13 | -9.49% | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 124 | 5 | 0.0% | 0.0% | 361 | +1 | 0.81% | Q1 2026 | Apr 14, 2026 |
| Ancora Advisors LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 118 | 5 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | New | 101 | 4 | 0.0% | — | 371 | +101 | New | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | New | 95 | 4 | 0.0% | — | 370 | +95 | New | Q1 2026 | May 08, 2026 |
| TD Capital Management LLC | History | Added to | 102 | 4 | 0.0% | 0.0% | 365 | +1 | 0.99% | Q1 2026 | May 11, 2026 |
| Realta Investment Advisors | History | No change | 100 | 4 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | No change | 95 | 4 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Valued Wealth Advisors LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 106 | 4 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | New | 80 | 3 | 0.0% | — | 372 | +80 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 46 | 2 | 0.0% | — | 380 | +46 | New | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 62 | 2 | 0.0% | 0.0% | 376 | +1 | 1.64% | Q1 2026 | May 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 50 | 2 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 381 | -261 | -89.38% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | New | 36 | 1 | 0.0% | — | 382 | +36 | New | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -41,653 | -100.0% | Q1 2026 | May 04, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.38% | — | -27,513 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Fortune Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.91% | — | -18,846 | -100.0% | Q1 2026 | Apr 23, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,876 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -14,469 | -100.0% | Q1 2026 | May 01, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,000 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -13,496 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,420 | -100.0% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -11,235 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,106 | -100.0% | Q1 2026 | May 14, 2026 |
| Carrera Capital Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -7,869 | -100.0% | Q1 2026 | May 04, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,713 | -100.0% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,658 | -100.0% | Q1 2026 | May 14, 2026 |
| Rubicon Advisors, GP | History | Closed out | 0 | 0 | — | 0.26% | — | -6,442 | -100.0% | Q1 2026 | May 14, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.04% | — | -5,933 | -100.0% | Q1 2026 | May 11, 2026 |
| Jacksonville Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -5,483 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,348 | -100.0% | Q1 2026 | May 11, 2026 |
| Perissos Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,154 | -100.0% | Q1 2026 | May 07, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,125 | -100.0% | Q1 2026 | May 12, 2026 |
| Wellspring Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,947 | -100.0% | Q1 2026 | May 15, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,863 | -100.0% | Q1 2026 | May 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,770 | -100.0% | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,676 | -100.0% | Q1 2026 | May 11, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,519 | -100.0% | Q1 2026 | May 01, 2026 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,450 | -100.0% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,129 | -100.0% | Q1 2026 | May 14, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -724 | -100.0% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -207 | -100.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q1 2026 | Apr 06, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | May 04, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | May 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 07, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 24, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Blue Trust, Inc. | History | Reduced | 12 | 0 | — | 0.0% | — | -20 | -62.5% | Q1 2026 | Apr 20, 2026 |
| VANGUARD ADVISERS INC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 12, 2026 |
| Main Street Group, LTD | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Trust Co | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |