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 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 64,312 | 2,853 | 0.18% | 0.18% | 66 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 62,869 | 2,820 | 0.86% | 0.59% | 67 | +600 | 0.96% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 62,175 | 2,789 | 0.03% | 0.03% | 68 | -4,035 | -6.09% | Q1 2026 | Apr 20, 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 |
| Integrated Wealth Concepts LLC | History | Added to | 38,423 | 1,724 | 0.01% | 0.02% | 99 | +403 | 1.06% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Reduced | 37,860 | 1,698 | 1.17% | 1.65% | 100 | -14,111 | -27.15% | Q1 2026 | May 04, 2026 |
| Smart Portfolios, LLC | History | Added to | 37,671 | 1,690 | 1.69% | 1.63% | 101 | +789 | 2.14% | Q1 2026 | May 01, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 37,429 | 1,679 | 0.19% | 0.18% | 102 | -861 | -2.25% | Q1 2026 | May 04, 2026 |
| Commerce Advisors, LLC | History | New | 37,218 | 1,669 | 1.4% | — | 103 | +37,218 | New | Q1 2026 | May 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 37,097 | 1,664 | 0.35% | 0.39% | 104 | -7,874 | -17.51% | Q1 2026 | Apr 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 37,021 | 1,661 | 0.07% | 0.07% | 105 | -1,970 | -5.05% | Q1 2026 | May 08, 2026 |
| Certified Advisory Corp | History | Reduced | 36,723 | 1,647 | 0.15% | 0.33% | 106 | -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% | 107 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 35,565 | 1,578 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 35,103 | 1,575 | 0.05% | 0.05% | 109 | -293 | -0.83% | Q1 2026 | May 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 35,097 | 1,574 | 0.7% | 0.65% | 110 | +3,397 | 10.72% | Q1 2026 | May 08, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 33,631 | 1,509 | 0.63% | 0.61% | 111 | +4,365 | 14.91% | Q1 2026 | Apr 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 33,050 | 1,482 | 0.02% | 0.02% | 112 | -3,534 | -9.66% | Q1 2026 | May 12, 2026 |
| Firestone Capital Management | History | Reduced | 32,166 | 1,443 | 0.3% | 0.34% | 113 | -4,093 | -11.29% | Q1 2026 | May 08, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 30,677 | 1,376 | 0.2% | 0.26% | 114 | -8,499 | -21.69% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Reduced | 28,766 | 1,290 | 0.05% | 0.07% | 115 | -5,907 | -17.04% | Q1 2026 | May 19, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 28,565 | 1,281 | 0.22% | 0.27% | 116 | -7,661 | -21.15% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 28,411 | 1,274 | 0.02% | 0.03% | 117 | -995 | -3.38% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 27,771 | 1,247 | 0.02% | 0.22% | 118 | -249,221 | -89.97% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 26,992 | 1,211 | 0.01% | 0.01% | 119 | +4,775 | 21.49% | Q1 2026 | May 01, 2026 |
| KPP Advisory Services LLC | History | Reduced | 26,895 | 1,206 | 0.18% | 0.24% | 120 | -10,214 | -27.52% | Q1 2026 | Apr 24, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 26,245 | 1,177 | 0.47% | 0.45% | 121 | +1,285 | 5.15% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Reduced | 26,106 | 1,171 | 0.06% | 0.08% | 122 | -12,710 | -32.74% | Q1 2026 | May 05, 2026 |
| Inscription Capital, LLC | History | Added to | 26,113 | 1,171 | 0.12% | 0.12% | 123 | +138 | 0.53% | Q1 2026 | Apr 20, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 26,074 | 1,169 | 0.63% | 0.77% | 124 | -5,255 | -16.77% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 25,606 | 1,148 | 0.06% | 0.01% | 125 | +20,601 | 411.61% | Q1 2026 | Apr 30, 2026 |
| MONEYWISE, INC. | History | Reduced | 25,508 | 1,144 | 0.5% | 0.57% | 126 | -5,574 | -17.93% | Q1 2026 | Apr 27, 2026 |
| HighPoint Advisor Group LLC | History | New | 25,045 | 1,123 | 0.05% | — | 127 | +25,045 | New | Q1 2026 | May 14, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 24,817 | 1,113 | 0.11% | 0.11% | 128 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 24,219 | 1,086 | 0.02% | 0.01% | 129 | +2,487 | 11.44% | Q1 2026 | May 13, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 24,023 | 1,077 | 0.83% | 0.78% | 130 | +144 | 0.6% | Q1 2026 | Apr 20, 2026 |
| Wealth Group Ltd | History | Reduced | 23,177 | 1,039 | 0.24% | 0.31% | 131 | -7,674 | -24.87% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 23,036 | 1,033 | 0.02% | 0.02% | 132 | -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% | 133 | +8,857 | 63.13% | Q1 2026 | May 15, 2026 |
| CMC Financial Group | History | Added to | 22,882 | 1,026 | 2.01% | 1.62% | 134 | +2,374 | 11.58% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Reduced | 22,291 | 1,000 | 0.03% | 0.05% | 135 | -21,125 | -48.66% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 21,388 | 959 | 0.02% | 0.02% | 136 | +688 | 3.32% | Q1 2026 | Apr 10, 2026 |
| Plan Group Financial, LLC | History | Reduced | 21,242 | 953 | 0.22% | 0.35% | 137 | -9,063 | -29.91% | Q1 2026 | Apr 13, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | New | 20,829 | 934 | 0.58% | — | 138 | +20,829 | New | Q1 2026 | May 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 20,792 | 932 | 0.07% | 0.08% | 139 | -1,520 | -6.81% | Q1 2026 | May 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 20,764 | 931 | 0.12% | 0.11% | 140 | +323 | 1.58% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 20,241 | 908 | 0.02% | 0.02% | 141 | -2,340 | -10.36% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 20,187 | 905 | 0.0% | 0.0% | 142 | +15,463 | 327.33% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 20,016 | 898 | 0.01% | 0.02% | 143 | -5,412 | -21.28% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 19,668 | 882 | 0.1% | 0.1% | 144 | -1,194 | -5.72% | Q1 2026 | Apr 16, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 19,193 | 861 | 0.09% | 0.11% | 145 | -2,194 | -10.26% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,992 | 852 | 0.0% | 0.0% | 146 | +558 | 3.03% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 19,120 | 848 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 18,618 | 835 | 0.12% | 0.13% | 148 | -2,716 | -12.73% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 17,864 | 802 | 0.02% | 0.03% | 149 | -1,951 | -9.85% | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 17,852 | 801 | 0.18% | 0.19% | 150 | -1,990 | -10.03% | Q1 2026 | May 13, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 17,638 | 791 | 0.2% | 0.2% | 151 | -1,583 | -8.24% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 17,533 | 786 | 0.2% | 0.24% | 152 | -293 | -1.64% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 17,439 | 782 | 0.0% | 0.01% | 153 | -1,368 | -7.27% | Q1 2026 | May 15, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 17,394 | 780 | 0.5% | 0.51% | 154 | +17 | 0.1% | Q1 2026 | Apr 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 17,363 | 779 | 0.02% | 0.02% | 155 | -519 | -2.9% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,769 | 752 | 0.0% | 0.0% | 156 | +14,337 | 589.51% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,721 | 750 | 0.06% | 0.06% | 157 | +204 | 1.24% | Q1 2026 | Apr 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 16,567 | 743 | 0.02% | 0.04% | 158 | -21,590 | -56.58% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 16,519 | 741 | 0.06% | 0.06% | 159 | +7,884 | 91.3% | Q1 2026 | Apr 28, 2026 |
| E&G Advisors, LP | History | Added to | 16,400 | 735 | 0.16% | 0.16% | 160 | +7 | 0.04% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Reduced | 16,055 | 720 | 0.0% | 0.0% | 161 | -629 | -3.77% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,449 | 712 | 0.0% | 0.0% | 162 | -6,026 | -28.06% | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 15,614 | 701 | 0.05% | 0.05% | 163 | -532 | -3.29% | Q1 2026 | May 01, 2026 |
| City Center Advisors, LLC | History | Added to | 15,571 | 698 | 0.65% | 0.62% | 164 | +475 | 3.15% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 15,177 | 681 | 0.01% | 0.0% | 165 | +638 | 4.39% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 15,127 | 678 | 0.0% | 0.0% | 166 | -1,655 | -9.86% | Q1 2026 | May 14, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 15,921 | 668 | 0.29% | 0.42% | 167 | -6,398 | -28.67% | Q1 2026 | May 05, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 14,587 | 654 | 0.2% | 0.21% | 168 | -599 | -3.94% | Q1 2026 | May 19, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 14,532 | 652 | 0.39% | 0.38% | 169 | -93 | -0.64% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,836 | 621 | 0.0% | — | 170 | +13,836 | New | Q1 2026 | May 13, 2026 |
| WBI INVESTMENTS, LLC | History | New | 13,572 | 608 | 0.17% | — | 171 | +13,572 | New | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 13,398 | 601 | 0.02% | 0.02% | 172 | -1,259 | -8.59% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 13,397 | 601 | 0.21% | 0.21% | 173 | +184 | 1.39% | Q1 2026 | Apr 23, 2026 |
| BROWN ADVISORY INC | History | No change | 13,392 | 600 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Unified Investment Management | History | Added to | 13,304 | 596 | 0.61% | 0.56% | 175 | +583 | 4.58% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | New | 13,202 | 592 | 0.0% | — | 176 | +13,202 | New | Q1 2026 | Apr 27, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 13,100 | 587 | 0.16% | 0.16% | 177 | -1,343 | -9.3% | Q1 2026 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 12,818 | 581 | 0.18% | 0.18% | 178 | -17 | -0.13% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 12,896 | 578 | 0.02% | 0.11% | 179 | -55,600 | -81.17% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Added to | 12,897 | 578 | 0.1% | 0.08% | 180 | +2,580 | 25.01% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | No change | 12,813 | 574 | 0.02% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 12,466 | 559 | 0.0% | 0.0% | 182 | +2,391 | 23.73% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 11,551 | 518 | 0.01% | 0.02% | 183 | -568 | -4.69% | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,370 | 510 | 0.04% | 0.04% | 184 | +483 | 4.44% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,775 | 483 | 0.0% | 0.0% | 185 | +4,174 | 63.23% | Q1 2026 | Apr 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 10,754 | 482 | 0.03% | 0.03% | 186 | +39 | 0.36% | Q1 2026 | May 12, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 10,718 | 480 | 0.26% | 0.24% | 187 | +415 | 4.03% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,573 | 474 | 0.02% | 0.16% | 188 | -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% | 189 | +5,150 | 96.26% | Q1 2026 | Apr 22, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 10,430 | 467 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 10,395 | 466 | 0.01% | 0.01% | 191 | -1,905 | -15.49% | Q1 2026 | May 13, 2026 |
| Oder Investment Management, LLC | History | Added to | 10,156 | 455 | 0.35% | 0.3% | 192 | +672 | 7.09% | Q1 2026 | May 05, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 10,100 | 453 | 0.14% | 0.14% | 193 | -489 | -4.62% | Q1 2026 | Apr 21, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,011 | 449 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 9,991 | 448 | 0.11% | 0.11% | 195 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,878 | 443 | 0.0% | 0.0% | 196 | +902 | 10.05% | Q1 2026 | Apr 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,735 | 436 | 0.01% | 0.01% | 197 | -516 | -5.03% | Q1 2026 | May 14, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 9,445 | 426 | 0.58% | 0.68% | 199 | -2,641 | -21.85% | Q1 2026 | May 14, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 9,509 | 426 | 0.07% | 0.07% | 198 | -447 | -4.49% | Q1 2026 | May 07, 2026 |
| Nautilus Advisors LLC | History | Reduced | 9,479 | 425 | 0.29% | 0.31% | 200 | -1,107 | -10.46% | Q1 2026 | Apr 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 9,453 | 424 | 0.05% | 0.06% | 201 | -1,854 | -16.4% | Q1 2026 | Apr 16, 2026 |
| Sankala Group LLC | History | Added to | 9,554 | 423 | 0.35% | 0.35% | 202 | +185 | 1.97% | Q1 2026 | Mar 31, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 9,237 | 414 | 0.15% | 0.14% | 203 | -38 | -0.41% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,130 | 409 | 0.0% | 0.0% | 204 | -1,231 | -11.88% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 9,093 | 408 | 0.02% | 0.02% | 205 | -711 | -7.25% | Q1 2026 | Apr 21, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 9,038 | 405 | 0.1% | 0.11% | 206 | -873 | -8.81% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,993 | 403 | 0.0% | 0.0% | 207 | +987 | 12.33% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 8,934 | 400 | 0.02% | 0.03% | 208 | +3,506 | 64.59% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 8,895 | 399 | 0.0% | 0.0% | 209 | +272 | 3.15% | Q1 2026 | Apr 28, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 8,872 | 398 | 0.16% | 0.15% | 210 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IF Advisors, LLC | History | New | 8,850 | 397 | 0.28% | — | 211 | +8,850 | New | Q1 2026 | May 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 8,651 | 388 | 0.08% | 0.09% | 212 | -597 | -6.46% | Q1 2026 | Apr 09, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 8,580 | 385 | 0.06% | 0.06% | 213 | -174 | -1.99% | Q1 2026 | May 13, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 8,521 | 382 | 0.1% | 0.12% | 214 | -1,692 | -16.57% | Q1 2026 | Apr 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 8,513 | 381 | 0.01% | 0.01% | 215 | +751 | 9.68% | Q1 2026 | May 14, 2026 |
| Winning Points Advisors, LLC | History | No change | 8,509 | 377 | 0.4% | 0.4% | 216 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 8,361 | 375 | 0.02% | — | 217 | +8,361 | New | Q1 2026 | May 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 8,239 | 369 | 0.05% | 0.06% | 218 | +22 | 0.27% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 7,998 | 358 | 0.0% | 0.0% | 219 | -992 | -11.03% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 7,919 | 355 | 0.01% | 0.01% | 220 | -1,252 | -13.65% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,914 | 355 | 0.02% | 0.02% | 221 | -1,180 | -12.98% | Q1 2026 | Apr 28, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 7,791 | 349 | 0.19% | 0.22% | 222 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Trexquant Investment LP | History | Added to | 7,752 | 347 | 0.0% | 0.0% | 223 | +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% | 224 | -481 | -5.85% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,726 | 346 | 0.01% | 0.01% | 225 | +12 | 0.16% | Q1 2026 | May 11, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 7,660 | 343 | 0.29% | — | 226 | +7,660 | New | Q1 2026 | Apr 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 7,629 | 342 | 0.0% | 0.0% | 227 | +219 | 2.96% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 7,611 | 341 | 0.01% | 0.01% | 228 | -213 | -2.72% | Q1 2026 | May 04, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 7,582 | 340 | 0.02% | 0.03% | 229 | -559 | -6.87% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Reduced | 7,563 | 339 | 0.04% | 0.04% | 230 | -484 | -6.01% | Q1 2026 | Apr 10, 2026 |
| Maridea Wealth Management LLC | History | New | 7,498 | 336 | 0.05% | — | 231 | +7,498 | New | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,465 | 334 | 0.03% | 0.03% | 232 | +218 | 3.01% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | New | 7,432 | 333 | 0.01% | — | 233 | +7,432 | New | Q1 2026 | May 18, 2026 |
| Focus Partners Wealth | History | Reduced | 7,260 | 325 | 0.0% | 0.0% | 235 | -533 | -6.84% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,245 | 325 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bravias Capital Group, LLC | History | Added to | 7,227 | 324 | 0.21% | 0.19% | 236 | +21 | 0.29% | Q1 2026 | Apr 28, 2026 |
| Intrua Financial, LLC | History | Reduced | 7,219 | 323 | 0.03% | 0.03% | 237 | -167 | -2.26% | Q1 2026 | Apr 23, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 7,151 | 320 | 0.02% | 0.03% | 238 | -1,932 | -21.27% | Q1 2026 | May 07, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 7,143 | 320 | 0.16% | 0.16% | 240 | +440 | 6.56% | Q1 2026 | Apr 21, 2026 |
| ORG Partners LLC | History | No change | 7,232 | 320 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| World Investment Advisors | History | Reduced | 7,119 | 319 | 0.01% | 0.01% | 241 | -1,305 | -15.49% | Q1 2026 | Apr 27, 2026 |
| Balefire, LLC | History | Reduced | 7,129 | 319 | 0.06% | 0.06% | 242 | -369 | -4.92% | Q1 2026 | May 07, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 6,955 | 318 | 0.05% | 0.09% | 243 | -5,866 | -45.75% | Q1 2026 | Apr 16, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 7,063 | 316 | 0.07% | 0.09% | 244 | -608 | -7.93% | Q1 2026 | Apr 14, 2026 |
| Tempo Wealth, LLC | History | Reduced | 7,024 | 315 | 0.05% | 0.13% | 245 | -9,310 | -57.0% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 7,143 | 314 | 0.02% | 0.02% | 246 | -615 | -7.93% | Q1 2026 | Apr 24, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 6,955 | 312 | 0.23% | 0.27% | 247 | -1,113 | -13.8% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 6,860 | 307 | 0.02% | 0.04% | 248 | -8,418 | -55.1% | Q1 2026 | Apr 13, 2026 |
| Brookstone Capital Management | History | Added to | 6,840 | 306 | 0.0% | 0.0% | 249 | +2,020 | 41.91% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,796 | 305 | 0.0% | 0.0% | 250 | +451 | 7.11% | Q1 2026 | Apr 07, 2026 |
| Avondale Wealth Management | History | No change | 6,779 | 304 | 0.15% | 0.15% | 251 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Coquina Private Wealth LLC | History | Reduced | 6,764 | 303 | 0.24% | 0.37% | 252 | -3,632 | -34.94% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 6,559 | 294 | 0.0% | 0.0% | 253 | +3,748 | 133.33% | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 6,508 | 292 | 0.06% | 0.09% | 254 | -2,136 | -24.71% | Q1 2026 | May 05, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 6,451 | 289 | 0.11% | 0.12% | 255 | -442 | -6.41% | Q1 2026 | Apr 22, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 6,431 | 288 | 0.02% | 0.13% | 256 | -41,102 | -86.47% | Q1 2026 | May 14, 2026 |
| Platform Technology Partners | History | No change | 6,400 | 287 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 6,314 | 283 | 0.28% | 0.27% | 258 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Reduced | 6,177 | 277 | 0.0% | 0.0% | 259 | -259 | -4.02% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 6,106 | 273 | 0.14% | 0.09% | 260 | -1,541 | -20.15% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 6,077 | 272 | 0.08% | 0.08% | 262 | -192 | -3.06% | Q1 2026 | May 08, 2026 |
| NVWM, LLC | History | Reduced | 6,064 | 272 | 0.06% | 0.06% | 261 | -18 | -0.3% | Q1 2026 | Apr 27, 2026 |
| First American Bank | History | No change | 6,000 | 269 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 5,901 | 264 | 0.04% | 0.04% | 264 | +38 | 0.65% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | No change | 5,816 | 260 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 5,775 | 259 | 0.12% | 0.13% | 266 | +2 | 0.03% | Q1 2026 | May 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 5,739 | 257 | 0.18% | 0.21% | 267 | -522 | -8.34% | Q1 2026 | Apr 15, 2026 |
| Round Rock Advisors LLC | History | No change | 5,740 | 257 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 5,690 | 255 | 0.17% | 0.17% | 269 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 5,659 | 253 | 0.02% | 0.02% | 270 | -89 | -1.55% | Q1 2026 | May 05, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 5,626 | 252 | 0.18% | 0.19% | 271 | -194 | -3.33% | Q1 2026 | May 19, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 5,585 | 250 | 0.11% | 0.1% | 272 | -105 | -1.85% | Q1 2026 | May 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 5,582 | 250 | 0.05% | 0.06% | 273 | -35 | -0.62% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,567 | 249 | 0.0% | 0.0% | 274 | -657 | -10.56% | Q1 2026 | May 15, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 5,520 | 247 | 0.09% | 0.08% | 275 | +228 | 4.31% | Q1 2026 | Apr 29, 2026 |
| Weaver Consulting Group | History | No change | 5,486 | 246 | 0.06% | 0.06% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BKM Wealth Management, LLC | History | Added to | 5,470 | 245 | 0.09% | 0.09% | 277 | +30 | 0.55% | Q1 2026 | Apr 22, 2026 |
| S.A. Mason LLC | History | Added to | 5,286 | 237 | 0.09% | 0.09% | 278 | +164 | 3.2% | Q1 2026 | Apr 27, 2026 |
| Ethos Financial Group, LLC | History | No change | 5,323 | 236 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Central Pacific Bank - Trust Division | History | New | 5,250 | 235 | 0.03% | — | 280 | +5,250 | New | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,193 | 233 | 0.02% | 0.02% | 281 | +205 | 4.11% | Q1 2026 | Apr 20, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 5,186 | 232 | 0.1% | 0.13% | 282 | -1,312 | -20.19% | Q1 2026 | Apr 16, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 5,158 | 231 | 0.12% | 0.13% | 283 | -462 | -8.22% | Q1 2026 | May 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 5,143 | 230 | 0.11% | 0.11% | 284 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | New | 5,124 | 229 | 0.0% | — | 286 | +5,124 | New | Q1 2026 | May 01, 2026 |
| NBT BANK N A /NY | History | No change | 5,111 | 229 | 0.02% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Added to | 5,030 | 225 | 0.0% | 0.0% | 287 | +1,655 | 49.04% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Reduced | 5,019 | 225 | 0.01% | 0.01% | 288 | -22 | -0.44% | Q1 2026 | Apr 27, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 5,009 | 224 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 4,983 | 223 | 0.21% | 0.21% | 291 | +34 | 0.69% | Q1 2026 | Apr 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 5,016 | 223 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | Reduced | 4,929 | 221 | 0.02% | 0.02% | 292 | -214 | -4.16% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 4,824 | 216 | 0.02% | 0.03% | 294 | -751 | -13.47% | Q1 2026 | May 04, 2026 |
| Invenomic Capital Management LP | History | No change | 4,822 | 216 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 4,794 | 215 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 4,683 | 210 | 0.07% | 0.06% | 297 | -323 | -6.45% | Q1 2026 | Apr 28, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,696 | 210 | 0.04% | 0.04% | 296 | -80 | -1.68% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,656 | 208 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,614 | 207 | 0.02% | 0.01% | 299 | -370 | -7.42% | Q1 2026 | May 14, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 4,631 | 207 | 0.08% | 0.08% | 300 | -218 | -4.5% | Q1 2026 | May 13, 2026 |