Global X Funds - CATH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund Evaluation Group, LLC | History | Added to | 738,456 | 57,710 | 1.77% | 1.86% | 1 | +52,805 | 7.7% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 559,233 | 43,704 | 0.0% | 0.0% | 2 | +46,792 | 9.13% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 553,308 | 43,241 | 0.85% | 0.89% | 3 | -1,101 | -0.2% | Q1 2026 | Apr 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 442,550 | 34,585 | 0.0% | 0.0% | 4 | +10,637 | 2.46% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 272,676 | 21,309 | 0.03% | 0.03% | 5 | +606 | 0.22% | Q1 2026 | Apr 27, 2026 |
| BCM ADVISORS, LLC | History | Added to | 236,788 | 20,434 | 4.03% | 3.76% | 6 | +231 | 0.1% | Q1 2026 | May 05, 2026 |
| Choate Investment Advisors | History | Added to | 163,918 | 12,810 | 0.25% | 0.03% | 7 | +145,585 | 794.11% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 163,914 | 12,809 | 0.0% | 0.0% | 8 | -5,555 | -3.28% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 159,331 | 12,451 | 0.0% | 0.0% | 9 | +10,908 | 7.35% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 158,292 | 12,370 | 0.03% | 0.03% | 10 | +10,671 | 7.23% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 150,948 | 11,796 | 0.07% | 0.06% | 11 | +4,000 | 2.72% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 134,810 | 10,535 | 0.02% | 0.02% | 12 | -12,620 | -8.56% | Q1 2026 | May 15, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 125,879 | 9,837 | 0.02% | 0.02% | 13 | -5,390 | -4.11% | Q1 2026 | May 15, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 121,008 | 9,456 | 0.91% | 0.8% | 14 | +784 | 0.65% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Reduced | 120,135 | 9,388 | 0.05% | 0.06% | 15 | -5,925 | -4.7% | Q1 2026 | May 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 109,895 | 8,588 | 0.58% | 0.63% | 16 | -4,484 | -3.92% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 102,317 | 7,995 | 0.0% | 0.0% | 17 | +4,701 | 4.82% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 93,138 | 7,278 | 0.01% | 0.02% | 18 | +33,376 | 55.85% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 86,447 | 6,755 | 0.04% | 0.02% | 19 | +32,179 | 59.3% | Q1 2026 | May 14, 2026 |
| First Bank & Trust | History | Reduced | 84,766 | 6,624 | 1.07% | 1.2% | 20 | -4,796 | -5.35% | Q1 2026 | Apr 10, 2026 |
| Allworth Financial LP | History | Added to | 83,575 | 6,531 | 0.03% | 0.03% | 21 | +1,596 | 1.95% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 73,559 | 5,749 | 0.0% | 0.0% | 22 | +4,443 | 6.43% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 73,455 | 5,740 | 0.0% | 0.0% | 23 | +6,466 | 9.65% | Q1 2026 | May 07, 2026 |
| DAGCO, INC. | History | Reduced | 65,000 | 5,079 | 1.1% | 1.35% | 24 | -6,295 | -8.83% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | No change | 62,337 | 4,871 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 60,751 | 4,747 | 0.02% | 0.02% | 26 | +23,210 | 61.83% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 62,500 | 4,745 | 0.15% | 0.14% | 27 | +6,375 | 11.36% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 60,191 | 4,703 | 0.0% | 0.0% | 28 | +2,065 | 3.55% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 56,642 | 4,426 | 0.01% | 0.01% | 29 | +3,244 | 6.08% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 51,374 | 4,014 | 0.0% | 0.0% | 30 | +2,323 | 4.74% | Q1 2026 | May 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 50,494 | 3,946 | 0.01% | 0.01% | 31 | +15,049 | 42.46% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 46,587 | 3,640 | 0.0% | 0.0% | 32 | +5,178 | 12.5% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 46,162 | 3,607 | 0.01% | 0.01% | 33 | +180 | 0.39% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Reduced | 45,597 | 3,563 | 0.0% | 0.0% | 34 | -23 | -0.05% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 45,362 | 3,545 | 0.02% | — | 35 | +45,362 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 42,980 | 3,358 | 0.0% | 0.0% | 36 | +18,163 | 73.19% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 42,218 | 3,299 | 0.0% | 0.0% | 37 | +37,822 | 860.37% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 38,101 | 2,977 | 0.0% | 0.0% | 38 | +5,130 | 15.56% | Q1 2026 | May 12, 2026 |
| Northwest Bancshares, Inc. | History | No change | 37,974 | 2,967 | 0.59% | 0.6% | 39 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 37,556 | 2,935 | 0.28% | 0.3% | 40 | +100 | 0.27% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 35,816 | 2,730 | 0.0% | 0.0% | 41 | +16,509 | 85.51% | Q1 2026 | May 15, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 34,706 | 2,712 | 0.09% | 0.1% | 42 | -170 | -0.49% | Q1 2026 | May 06, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 33,419 | 2,611 | 0.46% | 0.48% | 43 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 31,145 | 2,560 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Signet Private Wealth LLC | History | Added to | 31,475 | 2,459 | 2.35% | 2.13% | 45 | +4,443 | 16.44% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 30,429 | 2,378 | 0.0% | 0.0% | 46 | +4,974 | 19.54% | Q1 2026 | Apr 27, 2026 |
| Hirtle & Co., LLC | History | Reduced | 30,257 | 2,364 | 0.08% | 0.11% | 47 | -10,000 | -24.84% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 30,048 | 2,348 | 0.01% | 0.01% | 48 | -4,057 | -11.9% | Q1 2026 | May 04, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 29,988 | 2,343 | 0.04% | 0.04% | 49 | +79 | 0.26% | Q1 2026 | Apr 21, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 26,480 | 2,342 | 0.05% | 0.05% | 50 | +2,600 | 10.89% | Q1 2026 | May 11, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 29,024 | 2,268 | 0.04% | 0.03% | 51 | +662 | 2.33% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 28,428 | 2,221 | 0.01% | 0.01% | 52 | -2,597 | -8.37% | Q1 2026 | May 08, 2026 |
| Financial Advisory Corp | History | Added to | 26,498 | 2,070 | 0.29% | 0.3% | 53 | +1,152 | 4.55% | Q1 2026 | Apr 10, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 25,087 | 1,960 | 1.73% | 1.82% | 54 | +487 | 1.98% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Reduced | 23,989 | 1,874 | 0.16% | 0.19% | 55 | -5,587 | -18.89% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,543 | 1,839 | 0.0% | 0.0% | 56 | +3,631 | 18.24% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | No change | 23,030 | 1,799 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 22,772 | 1,779 | 1.32% | 1.48% | 58 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 22,041 | 1,722 | 0.14% | 0.14% | 59 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | No change | 20,523 | 1,603 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,995 | 1,562 | 0.0% | 0.0% | 61 | +2,247 | 12.66% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Added to | 19,949 | 1,559 | 0.02% | 0.02% | 62 | +3,992 | 25.02% | Q1 2026 | Apr 13, 2026 |
| Bravera Wealth | History | No change | 19,700 | 1,539 | 0.69% | 0.81% | 63 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 19,495 | 1,523 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CDKV HOLDINGS LLC | History | No change | 18,900 | 1,477 | 1.3% | 1.3% | 65 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 18,868 | 1,474 | 0.01% | 0.01% | 66 | -8,698 | -31.55% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | Added to | 18,730 | 1,463 | 0.05% | 0.05% | 67 | +1,126 | 6.4% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 18,564 | 1,450 | 0.0% | 0.0% | 68 | +2 | 0.01% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | Added to | 18,540 | 1,448 | 0.1% | 0.12% | 69 | +460 | 2.54% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | Reduced | 17,699 | 1,383 | 0.06% | 0.09% | 70 | -1,028 | -5.49% | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 17,670 | 1,380 | 1.05% | — | 71 | +17,670 | New | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,414 | 1,360 | 0.0% | 0.0% | 72 | +1,321 | 8.21% | Q1 2026 | May 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 15,232 | 1,190 | 0.03% | 0.03% | 73 | -615 | -3.88% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 14,684 | 1,147 | 0.06% | 0.05% | 74 | +1,604 | 12.26% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,976 | 1,092 | 0.0% | 0.0% | 75 | +184 | 1.33% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 12,823 | 1,002 | 0.02% | 0.02% | 76 | -675 | -5.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,803 | 1,001 | 0.0% | 0.0% | 77 | -2,142 | -14.33% | Q1 2026 | Apr 30, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 12,630 | 987 | 0.01% | 0.01% | 78 | -1,280 | -9.2% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 12,257 | 957 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 11,840 | 925 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 11,662 | 911 | 0.19% | 0.19% | 81 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,388 | 889 | 0.01% | 0.01% | 82 | +1,005 | 9.68% | Q1 2026 | Apr 14, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 11,300 | 883 | 0.45% | 0.5% | 83 | +894 | 8.59% | Q1 2026 | May 14, 2026 |
| AtlasMark Financial, Inc | History | No change | 10,500 | 863 | 0.56% | 0.56% | 84 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,042 | 862 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 10,500 | 820 | 0.48% | 0.51% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 10,456 | 817 | 0.0% | 0.0% | 87 | +2,597 | 33.04% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,263 | 802 | 0.0% | 0.0% | 88 | +664 | 6.92% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,211 | 797 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 9,720 | 759 | 0.11% | 0.11% | 90 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Human Investing LLC | History | Added to | 9,607 | 750 | 0.11% | 0.11% | 91 | +52 | 0.54% | Q1 2026 | May 07, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 9,501 | 742 | 0.02% | 0.02% | 92 | +1,103 | 13.13% | Q1 2026 | May 14, 2026 |
| Widmann Financial Services, Inc. | History | No change | 9,265 | 724 | 0.43% | 0.47% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 9,179 | 717 | 0.08% | 0.08% | 94 | +1,298 | 16.47% | Q1 2026 | Apr 17, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 8,970 | 701 | 0.04% | 0.05% | 95 | -2,690 | -23.07% | Q1 2026 | Apr 23, 2026 |
| RFG Advisory, LLC | History | Added to | 8,780 | 686 | 0.01% | 0.01% | 96 | +9 | 0.1% | Q1 2026 | Apr 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 8,734 | 682 | 0.02% | 0.02% | 97 | -375 | -4.12% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 8,282 | 647 | 0.0% | 0.0% | 98 | -106 | -1.26% | Q1 2026 | May 15, 2026 |
| Cornerstone Management, Inc. | History | Added to | 8,265 | 645 | 0.1% | 0.11% | 99 | +166 | 2.05% | Q1 2026 | Apr 16, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 8,010 | 625 | 0.26% | 0.28% | 100 | -26 | -0.32% | Q1 2026 | Apr 21, 2026 |
| Security Financial Services, INC. | History | Added to | 7,962 | 622 | 0.1% | 0.09% | 101 | +1,070 | 15.53% | Q1 2026 | May 27, 2026 |
| AE Wealth Management LLC | History | Added to | 7,918 | 618 | 0.0% | 0.0% | 102 | +27 | 0.34% | Q1 2026 | May 13, 2026 |
| Firestone Capital Management | History | Added to | 7,903 | 617 | 0.13% | 0.12% | 103 | +912 | 13.05% | Q1 2026 | May 08, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 7,816 | 610 | 0.36% | 0.38% | 104 | +2,225 | 39.8% | Q1 2026 | Apr 16, 2026 |
| Carter Financial, LLC | History | Added to | 7,593 | 593 | 0.52% | 0.55% | 105 | +37 | 0.49% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,547 | 589 | 0.0% | 0.0% | 106 | +3,583 | 90.39% | Q1 2026 | Apr 30, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 7,163 | 559 | 0.21% | 0.21% | 107 | +320 | 4.68% | Q1 2026 | Apr 09, 2026 |
| WIN ADVISORS, INC | History | Reduced | 7,081 | 553 | 0.25% | 0.35% | 108 | -2,824 | -28.51% | Q1 2026 | May 01, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 6,895 | 538 | 0.07% | 0.07% | 109 | +483 | 7.53% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 6,765 | 529 | 0.0% | 0.0% | 110 | -1,535 | -18.49% | Q1 2026 | May 01, 2026 |
| Montecito Bank & Trust | History | No change | 6,765 | 528 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 6,685 | 522 | 0.21% | 0.21% | 112 | +131 | 2.0% | Q1 2026 | Apr 23, 2026 |
| NICOLET BANKSHARES INC | History | No change | 6,668 | 521 | 0.02% | 0.09% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 6,626 | 517 | 0.12% | 0.12% | 114 | +4 | 0.06% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,401 | 500 | 0.0% | — | 115 | +6,401 | New | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,314 | 493 | 0.01% | 0.01% | 116 | +210 | 3.44% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 6,242 | 487 | 0.03% | 0.03% | 117 | +92 | 1.5% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 6,163 | 481 | 0.03% | 0.04% | 118 | +29 | 0.47% | Q1 2026 | May 05, 2026 |
| Independence Bank of Kentucky | History | No change | 6,150 | 480 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,029 | 471 | 0.0% | 0.0% | 120 | -119 | -1.94% | Q1 2026 | May 13, 2026 |
| STEPH & CO | History | No change | 5,816 | 454 | 0.13% | 0.14% | 121 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Disciplined Investments, LLC | History | No change | 5,499 | 429 | 0.15% | 0.17% | 122 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,500 | 429 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 5,326 | 416 | 0.39% | 0.41% | 125 | +144 | 2.78% | Q1 2026 | May 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,333 | 416 | 0.0% | 0.0% | 124 | -68 | -1.26% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,319 | 415 | 0.01% | 0.01% | 126 | -3,642 | -40.64% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | Added to | 5,225 | 408 | 0.0% | 0.01% | 127 | +1,767 | 51.1% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,187 | 405 | 0.0% | 0.0% | 128 | +988 | 23.53% | Q1 2026 | Jun 02, 2026 |
| Waverly Advisors, LLC | History | No change | 5,170 | 404 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 5,038 | 393 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Heritage Trust Co | History | No change | 5,000 | 390 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| eCIO, Inc. | History | New | 4,948 | 386 | 0.17% | — | 132 | +4,948 | New | Q1 2026 | Apr 14, 2026 |
| Capital Planning LLC | History | No change | 4,937 | 385 | 0.13% | 0.11% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 4,880 | 381 | 0.03% | — | 135 | +4,880 | New | Q1 2026 | May 06, 2026 |
| Joseph Group Capital Management | History | Reduced | 4,876 | 381 | 0.1% | 0.13% | 134 | -1,210 | -19.88% | Q1 2026 | May 08, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 4,870 | 380 | 0.11% | 0.12% | 136 | -209 | -4.11% | Q1 2026 | Apr 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,656 | 363 | 0.0% | 0.0% | 137 | -38 | -0.81% | Q1 2026 | Apr 24, 2026 |
| Convergence Financial, LLC | History | Added to | 4,592 | 358 | 0.04% | 0.05% | 138 | +746 | 19.4% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Reduced | 4,581 | 357 | 0.02% | 0.02% | 139 | -47 | -1.02% | Q1 2026 | Apr 27, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 4,471 | 351 | 0.06% | 0.07% | 140 | -45 | -1.0% | Q1 2026 | Apr 08, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 4,425 | 345 | 0.03% | 0.01% | 141 | +2,675 | 152.86% | Q1 2026 | Apr 17, 2026 |
| First Financial Bank - Trust Division | History | Added to | 4,166 | 325 | 0.03% | 0.02% | 142 | +570 | 15.85% | Q1 2026 | Apr 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,107 | 320 | 0.0% | 0.0% | 143 | -138 | -3.25% | Q1 2026 | Apr 28, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 4,070 | 318 | 0.0% | 0.0% | 144 | +173 | 4.44% | Q1 2026 | May 04, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,929 | 307 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 3,860 | 301 | 0.05% | 0.06% | 146 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 3,700 | 289 | 0.02% | 0.03% | 147 | -1,950 | -34.51% | Q1 2026 | May 13, 2026 |
| STAR Financial Bank | History | No change | 3,647 | 285 | 0.13% | 0.15% | 148 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | New | 3,632 | 283 | 0.02% | — | 150 | +3,632 | New | Q1 2026 | Apr 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,624 | 283 | 0.01% | 0.01% | 149 | -17 | -0.47% | Q1 2026 | May 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 3,720 | 282 | 0.0% | — | 151 | +3,720 | New | Q1 2026 | Apr 30, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 3,560 | 278 | 0.07% | 0.07% | 152 | +17 | 0.48% | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | No change | 3,503 | 273 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GEM Asset Management, LLC | History | New | 3,473 | 271 | 0.12% | — | 154 | +3,473 | New | Q1 2026 | Apr 10, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 3,434 | 268 | 0.23% | 0.53% | 155 | -4,709 | -57.83% | Q1 2026 | Apr 28, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 3,355 | 262 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | No change | 3,225 | 252 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SWMG, LLC | History | No change | 3,225 | 252 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 3,216 | 251 | 0.11% | 0.11% | 159 | +120 | 3.88% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 2,982 | 245 | 0.0% | 0.0% | 160 | -106 | -3.43% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | No change | 3,072 | 240 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FARMERS TRUST CO | History | Added to | 3,017 | 235 | 0.04% | 0.04% | 162 | +15 | 0.5% | Q1 2026 | Apr 07, 2026 |
| Secure Asset Management, LLC | History | Reduced | 2,971 | 232 | 0.04% | 0.04% | 163 | -36 | -1.2% | Q1 2026 | Apr 09, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 2,963 | 231 | 0.12% | 0.13% | 164 | +12 | 0.41% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,786 | 229 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Added to | 2,910 | 227 | 0.04% | 0.04% | 166 | +100 | 3.56% | Q1 2026 | Apr 30, 2026 |
| Naviter Wealth, LLC | History | Added to | 2,888 | 225 | 0.03% | 0.03% | 167 | +8 | 0.28% | Q1 2026 | Apr 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,841 | 222 | 0.0% | 0.0% | 168 | +20 | 0.71% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,800 | 218 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,786 | 217 | 0.0% | — | 171 | +2,786 | New | Q1 2026 | May 12, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 2,780 | 217 | 0.01% | 0.01% | 170 | +146 | 5.54% | Q1 2026 | Apr 29, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 2,770 | 216 | 0.01% | 0.01% | 172 | +175 | 6.74% | Q1 2026 | May 01, 2026 |
| Banco Santander, S.A. | History | No change | 2,736 | 213 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 2,568 | 200 | 0.03% | 0.03% | 174 | -150 | -5.52% | Q1 2026 | May 07, 2026 |
| Coastline Trust Co | History | New | 2,470 | 193 | 0.02% | — | 175 | +2,470 | New | Q1 2026 | Apr 03, 2026 |
| Aspect Partners, LLC | History | Added to | 2,015 | 157 | 0.06% | 0.06% | 176 | +249 | 14.1% | Q1 2026 | Apr 02, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,000 | 156 | 0.0% | 0.0% | 177 | +48 | 2.46% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,989 | 155 | 0.0% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,977 | 154 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | New | 1,902 | 148 | 0.0% | — | 180 | +1,902 | New | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 1,882 | 147 | 0.0% | 0.0% | 181 | -70 | -3.59% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,335 | 105 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,301 | 101 | 0.0% | 0.0% | 183 | +127 | 10.82% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,009 | 78 | 0.01% | 0.01% | 184 | +5 | 0.5% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 659 | 51 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | No change | 643 | 50 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 622 | 48 | 0.0% | 0.0% | 187 | -9 | -1.43% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 598 | 46 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 578 | 45 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 550 | 42 | 0.0% | 0.0% | 190 | +100 | 22.22% | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 554 | 41 | 0.02% | 0.01% | 191 | -61 | -9.92% | Q1 2026 | Jun 01, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 421 | 32 | 0.0% | 0.01% | 195 | -421 | -50.0% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 431 | 32 | 0.0% | 0.0% | 192 | +232 | 116.58% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 418 | 32 | 0.0% | 0.0% | 194 | +200 | 91.74% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | No change | 416 | 32 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 369 | 28 | 0.01% | 0.01% | 196 | +1 | 0.27% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | No change | 327 | 25 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MOTCO | History | No change | 315 | 24 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 313 | 24 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 121 | 9 | 0.0% | — | 201 | +121 | New | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 125 | 9 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 90 | 7 | 0.0% | — | 202 | +90 | New | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 34 | 2 | 0.0% | 0.0% | 203 | -5 | -12.82% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 22 | 1 | 0.0% | 0.0% | 205 | -33 | -60.0% | Q1 2026 | Apr 24, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.02% | — | -100,429 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,662 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -5,748 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,234 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Closed out | 0 | 0 | — | 0.11% | — | -3,101 | -100.0% | Q1 2026 | May 05, 2026 |
| Fiduciary Alliance LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,560 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,526 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,496 | -100.0% | Q1 2026 | May 04, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,430 | -100.0% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -109 | -99.09% | Q1 2026 | Apr 07, 2026 |