FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - CIBR
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 | 14,451,187 | 905,800 | 0.07% | 0.08% | 1 | -1,006,756 | -6.51% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 13,438,915 | 842,351 | 0.05% | 0.06% | 2 | -118,149 | -0.87% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 6,099,024 | 382,286 | 0.1% | 0.11% | 3 | +288,879 | 4.97% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 5,691,920 | 356,769 | 0.05% | 0.06% | 4 | +89,459 | 1.6% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,484,649 | 281,097 | 0.05% | 0.06% | 5 | -223,770 | -4.75% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,327,262 | 145,872 | 0.04% | 0.05% | 6 | -114,388 | -4.68% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,110,490 | 132,286 | 0.02% | 0.03% | 7 | -183,445 | -8.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,904,033 | 119,385 | 0.03% | 0.03% | 8 | +115,139 | 6.44% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,184,040 | 74,189 | 0.05% | 0.05% | 9 | +130,676 | 12.41% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,152,045 | 72,210 | 0.1% | 0.11% | 10 | -20,583 | -1.76% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 910,185 | 57,050 | 0.06% | 0.07% | 11 | +14,420 | 1.61% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 828,008 | 50,334 | 0.0% | 0.0% | 12 | -16,504 | -1.95% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 787,385 | 49,358 | 0.05% | 0.04% | 13 | +294,667 | 59.8% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 783,087 | 49,083 | 0.01% | 0.02% | 14 | +69,929 | 9.81% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 773,002 | 48,452 | 0.12% | 0.15% | 15 | -15,962 | -2.02% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 726,052 | 45,522 | 0.07% | 0.09% | 16 | -117,993 | -13.98% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 722,140 | 45,267 | 0.04% | 0.05% | 17 | +11,317 | 1.59% | Q1 2026 | May 12, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 667,303 | 44,742 | 1.72% | 2.02% | 18 | -28,951 | -4.16% | Q1 2026 | Apr 24, 2026 |
| Quadrature Capital Ltd | History | New | 613,656 | 38,463 | 0.46% | — | 19 | +613,656 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 562,513 | 35,258 | 0.06% | 0.08% | 20 | -78,246 | -12.21% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 547,102 | 34,292 | 0.16% | 0.18% | 21 | -1,943 | -0.35% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Reduced | 477,063 | 29,902 | 0.08% | 0.14% | 22 | -253,804 | -34.73% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 473,348 | 29,669 | 0.01% | 0.01% | 23 | +46,602 | 10.92% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 453,724 | 28,439 | 0.02% | 0.02% | 24 | +4,253 | 0.95% | Q1 2026 | May 07, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 418,922 | 26,258 | 0.38% | 0.41% | 25 | +10,259 | 2.51% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 402,837 | 25,249 | 0.1% | 0.1% | 26 | +72,289 | 21.87% | Q1 2026 | Apr 30, 2026 |
| Rockport Wealth LLC | History | Added to | 369,306 | 23,160 | 4.22% | 3.97% | 27 | +83,316 | 29.13% | Q1 2026 | May 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 336,826 | 21,112 | 0.27% | 0.3% | 28 | +11,117 | 3.41% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 312,704 | 19,600 | 0.03% | 0.03% | 29 | +36,313 | 13.14% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 319,355 | 19,407 | 0.01% | 0.01% | 30 | +42,873 | 15.51% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 283,088 | 17,743 | 0.05% | 0.06% | 31 | -37,980 | -11.83% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 276,687 | 17,343 | 0.04% | 0.06% | 32 | -99,659 | -26.48% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 241,711 | 17,231 | 0.11% | 0.11% | 33 | +18,931 | 8.5% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 268,661 | 16,965 | 0.29% | 0.33% | 34 | +15,840 | 6.27% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 257,130 | 16,179 | 0.08% | 0.12% | 35 | -65,311 | -20.26% | Q1 2026 | May 15, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Added to | 229,770 | 14,401 | 4.4% | 4.5% | 36 | +34,970 | 17.95% | Q1 2026 | May 11, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | New | 226,000 | 14,165 | 1.79% | — | 37 | +226,000 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 222,495 | 13,945 | 0.0% | 0.0% | 38 | +55,793 | 33.47% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 218,213 | 13,677 | 0.17% | 0.2% | 39 | -4,041 | -1.82% | Q1 2026 | Apr 20, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 211,602 | 13,263 | 1.07% | 1.19% | 40 | +12,581 | 6.32% | Q1 2026 | May 13, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 207,037 | 12,977 | 1.36% | 1.43% | 41 | +24,031 | 13.13% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Added to | 206,860 | 12,965 | 0.64% | 0.59% | 42 | +40,624 | 24.44% | Q1 2026 | May 04, 2026 |
| American Financial Advisors, LLC | History | Added to | 200,392 | 12,560 | 1.68% | 1.84% | 43 | +357 | 0.18% | Q1 2026 | May 13, 2026 |
| LM Advisors LLC | History | Reduced | 781 | 12,455 | 0.2% | 0.24% | 44 | -156 | -16.65% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 191,518 | 12,004 | 0.02% | 0.0% | 45 | +177,218 | 1239.29% | Q1 2026 | May 15, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 185,266 | 11,612 | 1.53% | 1.71% | 46 | -5,755 | -3.01% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 177,366 | 11,117 | 0.22% | 0.11% | 47 | +105,091 | 145.4% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 177,059 | 11,098 | 0.25% | 0.29% | 48 | -3,923 | -2.17% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 175,500 | 11,000 | 0.01% | — | 49 | +175,500 | New | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 170,016 | 10,656 | 1.17% | 1.37% | 50 | +4,503 | 2.72% | Q1 2026 | May 11, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 163,495 | 10,248 | 0.71% | 0.76% | 51 | +1,006 | 0.62% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 162,282 | 10,171 | 0.01% | 0.01% | 52 | -74,537 | -31.47% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Added to | 158,614 | 9,941 | 0.21% | 0.24% | 53 | +3,807 | 2.46% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 157,780 | 9,889 | 0.23% | 0.27% | 54 | +731 | 0.47% | Q1 2026 | May 11, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 152,412 | 9,553 | 3.25% | — | 55 | +152,412 | New | Q1 2026 | Apr 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 146,207 | 9,164 | 0.15% | 0.21% | 56 | -5,759 | -3.79% | Q1 2026 | May 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 135,776 | 8,510 | 0.06% | 0.08% | 57 | +2,793 | 2.1% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | Added to | 135,261 | 8,478 | 0.09% | 0.07% | 58 | +95,513 | 240.3% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 133,216 | 8,349 | 0.05% | 0.08% | 59 | -56,515 | -29.79% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 131,413 | 8,236 | 0.04% | 0.05% | 60 | +1,231 | 0.95% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 131,216 | 8,224 | 0.56% | 0.61% | 61 | +6,439 | 5.16% | Q1 2026 | Apr 21, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 131,061 | 8,214 | 4.76% | — | 62 | +131,061 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 129,774 | 8,134 | 0.01% | 0.01% | 63 | +37,308 | 40.35% | Q1 2026 | May 13, 2026 |
| Kiker Wealth Management, LLC | History | New | 129,012 | 8,086 | 3.86% | — | 64 | +129,012 | New | Q1 2026 | May 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 124,670 | 7,822 | 0.13% | 0.14% | 65 | +4,979 | 4.16% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 122,508 | 7,678 | 0.04% | 0.05% | 66 | -8,101 | -6.2% | Q1 2026 | May 08, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | New | 118,989 | 7,634 | 4.05% | — | 67 | +118,989 | New | Q1 2026 | Apr 08, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 121,601 | 7,621 | 0.03% | 0.01% | 68 | +85,705 | 238.76% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 120,249 | 7,537 | 0.03% | 0.03% | 69 | +7,121 | 6.29% | Q1 2026 | May 13, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 119,904 | 7,515 | 3.77% | 4.13% | 70 | +1,545 | 1.31% | Q1 2026 | May 11, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 117,991 | 7,395 | 0.65% | 0.55% | 71 | +26,465 | 28.92% | Q1 2026 | Apr 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 117,655 | 7,374 | 1.74% | 1.82% | 72 | +14,426 | 13.97% | Q1 2026 | May 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 102,549 | 7,327 | 0.34% | 0.34% | 73 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 113,433 | 7,109 | 0.0% | 0.0% | 74 | +63,167 | 125.67% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 107,192 | 6,880 | 0.01% | 0.01% | 75 | -42,286 | -28.29% | Q1 2026 | Apr 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 106,226 | 6,658 | 0.01% | 0.01% | 76 | -6,872 | -6.08% | Q1 2026 | May 14, 2026 |
| Maniro Ltd | History | New | 104,780 | 6,567 | 1.99% | — | 77 | +104,780 | New | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | Added to | 104,671 | 6,560 | 1.29% | 1.43% | 78 | +2,145 | 2.09% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Reduced | 104,180 | 6,530 | 0.0% | 0.01% | 79 | -903 | -0.86% | Q1 2026 | May 12, 2026 |
| IAM Advisory, LLC | History | Reduced | 102,844 | 6,446 | 1.44% | 1.65% | 80 | -1,268 | -1.22% | Q1 2026 | Apr 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 100,698 | 6,310 | 0.01% | 0.01% | 81 | +5,996 | 6.33% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 99,624 | 6,244 | 0.0% | 0.0% | 82 | -3,601 | -3.49% | Q1 2026 | May 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 92,840 | 6,224 | 1.64% | 1.64% | 83 | +5,144 | 5.87% | Q1 2026 | Apr 21, 2026 |
| HRT FINANCIAL LP | History | New | 98,748 | 6,189 | 0.02% | — | 84 | +98,748 | New | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 97,806 | 6,130 | 0.21% | 0.17% | 85 | -3,645 | -3.59% | Q1 2026 | Apr 23, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 94,855 | 5,945 | 1.24% | 1.48% | 86 | +2,605 | 2.82% | Q1 2026 | May 05, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 94,809 | 5,942 | 0.65% | 0.74% | 87 | -2,419 | -2.49% | Q1 2026 | Apr 28, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 93,851 | 5,882 | 0.01% | 0.01% | 88 | -1,330 | -1.4% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 91,656 | 5,744 | 0.14% | 0.16% | 89 | +1,959 | 2.18% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 79,712 | 5,695 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 90,829 | 5,693 | 0.03% | 0.08% | 91 | -59,337 | -39.51% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 88,895 | 5,571 | 0.07% | 0.08% | 92 | -1,974 | -2.17% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 87,929 | 5,511 | 0.21% | 0.34% | 93 | +44,871 | 104.21% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 87,774 | 5,501 | 0.04% | 0.06% | 94 | -17,816 | -16.87% | Q1 2026 | May 15, 2026 |
| O'Connor Financial Group LLC | History | Added to | 86,640 | 5,430 | 2.22% | 2.36% | 95 | +3,059 | 3.66% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 86,338 | 5,411 | 0.04% | 0.05% | 96 | +27,223 | 46.05% | Q1 2026 | May 15, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 81,875 | 5,393 | 0.05% | 0.08% | 97 | -46,928 | -36.43% | Q1 2026 | May 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 85,861 | 5,381 | 0.32% | 0.33% | 98 | +7,258 | 9.23% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 85,744 | 5,374 | 0.16% | 0.02% | 99 | +75,500 | 737.02% | Q1 2026 | Apr 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 85,469 | 5,357 | 0.07% | 0.13% | 100 | -37,784 | -30.66% | Q1 2026 | Apr 23, 2026 |
| Concorde Asset Management, LLC | History | No change | 74,410 | 5,316 | 2.13% | 2.13% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 81,175 | 5,088 | 0.71% | 0.2% | 102 | +59,805 | 279.85% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 80,630 | 5,053 | 0.13% | 0.17% | 103 | -8,790 | -9.83% | Q1 2026 | Apr 07, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 79,013 | 4,952 | 2.09% | 2.25% | 104 | +1,141 | 1.47% | Q1 2026 | Apr 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 78,663 | 4,930 | 0.01% | 0.01% | 105 | +2,261 | 2.96% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 78,018 | 4,921 | 0.01% | 0.04% | 106 | -22,405 | -22.31% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 76,980 | 4,825 | 0.13% | 0.21% | 107 | -30,617 | -28.46% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 75,797 | 4,750 | 0.02% | 0.01% | 108 | +27,474 | 56.85% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 75,037 | 4,704 | 0.05% | 0.07% | 109 | -14,254 | -15.96% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 74,503 | 4,669 | 1.18% | 1.39% | 110 | +4,564 | 6.53% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 74,402 | 4,663 | 0.0% | 0.0% | 111 | +34,609 | 86.97% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 74,256 | 4,654 | 0.07% | 0.07% | 112 | +13,725 | 22.67% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 73,492 | 4,606 | 0.07% | 0.11% | 113 | -271 | -0.37% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | New | 73,242 | 4,590 | 0.9% | — | 114 | +73,242 | New | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 72,820 | 4,564 | 0.05% | 0.07% | 115 | -15,016 | -17.1% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 72,685 | 4,555 | 0.01% | 0.01% | 116 | -13,169 | -15.34% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 60,227 | 4,536 | 0.45% | 0.56% | 117 | +885 | 1.49% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 72,347 | 4,534 | 0.05% | 0.06% | 118 | +2,098 | 2.99% | Q1 2026 | May 08, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 70,960 | 4,496 | 1.25% | 1.51% | 119 | -2,267 | -3.1% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 70,516 | 4,419 | 0.01% | 0.01% | 120 | +2,124 | 3.11% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 70,413 | 4,413 | 0.13% | 0.14% | 121 | +3,427 | 5.12% | Q1 2026 | Apr 21, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 70,045 | 4,390 | 0.27% | 0.3% | 122 | -1,100 | -1.55% | Q1 2026 | Apr 30, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 67,894 | 4,255 | 0.97% | 1.14% | 123 | +851 | 1.27% | Q1 2026 | May 15, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 67,667 | 4,241 | 3.13% | 3.47% | 124 | +3,693 | 5.77% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 66,430 | 4,163 | 0.2% | 0.24% | 125 | -4,037 | -5.73% | Q1 2026 | Apr 28, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 66,365 | 4,160 | 0.3% | 0.36% | 126 | -4,410 | -6.23% | Q1 2026 | Apr 01, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 65,967 | 4,134 | 0.08% | 0.1% | 127 | -9,812 | -12.95% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 65,260 | 4,090 | 0.01% | 0.0% | 128 | +64,061 | 5342.87% | Q1 2026 | May 01, 2026 |
| Concentrum Wealth Management | History | Reduced | 64,368 | 4,034 | 1.19% | 1.29% | 129 | -334 | -0.52% | Q1 2026 | May 04, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 63,068 | 3,953 | 0.89% | 0.99% | 130 | +2,022 | 3.31% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 61,057 | 3,827 | 0.0% | 0.0% | 131 | +46,357 | 315.35% | Q1 2026 | May 12, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 60,917 | 3,818 | 0.28% | — | 132 | +60,917 | New | Q1 2026 | Apr 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 60,646 | 3,801 | 1.84% | 2.01% | 133 | +2,190 | 3.75% | Q1 2026 | May 07, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 60,346 | 3,782 | 0.04% | 0.01% | 134 | +43,960 | 268.28% | Q1 2026 | Apr 29, 2026 |
| Warner Group LLC | History | Reduced | 60,086 | 3,766 | 2.46% | 2.91% | 135 | -6,017 | -9.1% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Added to | 59,706 | 3,742 | 0.01% | 0.01% | 136 | +11,027 | 22.65% | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 59,596 | 3,735 | 0.4% | 0.33% | 137 | +16,918 | 39.64% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 58,900 | 3,691 | 0.09% | 0.09% | 138 | +7,192 | 13.91% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 58,725 | 3,680 | 0.01% | 0.01% | 139 | +5,877 | 11.12% | Q1 2026 | May 05, 2026 |
| Moors & Cabot, Inc. | History | Added to | 58,131 | 3,643 | 0.16% | 0.16% | 140 | +5,267 | 9.96% | Q1 2026 | May 08, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 57,328 | 3,593 | 1.5% | 1.42% | 141 | +9,671 | 20.29% | Q1 2026 | Apr 15, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 56,880 | 3,565 | 2.35% | 2.82% | 142 | -2,228 | -3.77% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 56,635 | 3,549 | 0.1% | 0.11% | 143 | +3,513 | 6.61% | Q1 2026 | May 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 56,526 | 3,543 | 0.16% | 0.14% | 144 | +10,407 | 22.57% | Q1 2026 | May 06, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 56,327 | 3,530 | 0.79% | 0.87% | 145 | -785 | -1.37% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 55,142 | 3,456 | 0.0% | 0.0% | 146 | +28,714 | 108.65% | Q1 2026 | May 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 54,409 | 3,410 | 0.64% | 0.81% | 147 | +25,955 | 91.22% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 54,268 | 3,401 | 0.18% | 0.2% | 148 | +1,896 | 3.62% | Q1 2026 | Apr 15, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 53,790 | 3,371 | 3.25% | 3.78% | 149 | -2,501 | -4.44% | Q1 2026 | Apr 08, 2026 |
| McCollum Christoferson Group LLC | History | New | 53,390 | 3,346 | 1.01% | — | 150 | +53,390 | New | Q1 2026 | Apr 10, 2026 |
| SFI Advisors, LLC | History | Reduced | 53,320 | 3,342 | 3.51% | 3.84% | 151 | -30,506 | -36.39% | Q1 2026 | May 05, 2026 |
| Moran Wealth Management, LLC | History | Added to | 53,201 | 3,334 | 0.1% | 0.08% | 152 | +17,648 | 49.64% | Q1 2026 | Apr 27, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 52,630 | 3,298 | 0.83% | 1.03% | 153 | +1,803 | 3.55% | Q1 2026 | Apr 28, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 52,406 | 3,284 | 1.33% | 1.38% | 154 | +2,791 | 5.63% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | Added to | 42,973 | 3,216 | 0.09% | 0.11% | 155 | +6,717 | 18.53% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 51,076 | 3,201 | 0.68% | 1.25% | 156 | -35,430 | -40.96% | Q1 2026 | Apr 15, 2026 |
| Rathbones Group PLC | History | Added to | 51,024 | 3,198 | 0.01% | 0.01% | 157 | +654 | 1.3% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 50,297 | 3,152 | 0.04% | 0.04% | 158 | +7,967 | 18.82% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 49,024 | 3,072 | 0.19% | 0.21% | 159 | +4,532 | 10.19% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | Reduced | 48,665 | 3,050 | 0.07% | 0.18% | 160 | -84,550 | -63.47% | Q1 2026 | May 15, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 46,513 | 3,001 | 2.0% | 2.0% | 161 | +249 | 0.54% | Q1 2026 | Apr 24, 2026 |
| Triumph Capital Management | History | Added to | 46,860 | 2,937 | 0.6% | 0.7% | 162 | +1,390 | 3.06% | Q1 2026 | May 13, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 46,752 | 2,930 | 1.89% | 2.22% | 163 | -719 | -1.51% | Q1 2026 | May 12, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 46,480 | 2,913 | 0.76% | 0.9% | 164 | -356 | -0.76% | Q1 2026 | Apr 10, 2026 |
| EPG Wealth Management LLC | History | Added to | 46,342 | 2,904 | 0.79% | 0.85% | 165 | +2,042 | 4.61% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | Added to | 46,106 | 2,889 | 0.11% | 0.12% | 166 | +4,765 | 11.53% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 45,399 | 2,845 | 0.03% | 0.04% | 167 | -9,547 | -17.38% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 45,113 | 2,827 | 0.1% | 0.13% | 168 | -1,309 | -2.82% | Q1 2026 | May 14, 2026 |
| SFMG, LLC | History | Added to | 45,090 | 2,826 | 0.19% | 0.2% | 169 | +3,125 | 7.45% | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 44,491 | 2,788 | 0.34% | 0.38% | 170 | -126 | -0.28% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 44,113 | 2,764 | 0.11% | 0.12% | 171 | -1,013 | -2.24% | Q1 2026 | May 12, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 44,073 | 2,762 | 0.78% | 0.98% | 172 | -5,304 | -10.74% | Q1 2026 | Apr 08, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 43,852 | 2,748 | 0.43% | 0.15% | 174 | +30,292 | 223.39% | Q1 2026 | Apr 23, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 43,845 | 2,748 | 1.15% | 1.3% | 173 | +70 | 0.16% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Added to | 43,795 | 2,745 | 0.11% | 0.11% | 175 | +61 | 0.14% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 42,612 | 2,670 | 0.07% | 0.07% | 176 | +3,682 | 9.46% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 42,272 | 2,649 | 0.2% | 0.37% | 177 | -27,457 | -39.38% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 41,970 | 2,632 | 0.02% | 0.01% | 178 | +15,104 | 56.22% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | Added to | 34,224 | 2,595 | 0.25% | 0.22% | 179 | +3,356 | 10.87% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 40,824 | 2,558 | 0.88% | 0.99% | 180 | -1,870 | -4.38% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 40,680 | 2,549 | 1.3% | 1.36% | 181 | +3,753 | 10.16% | Q1 2026 | May 05, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 40,625 | 2,546 | 1.52% | 1.72% | 182 | +5,353 | 15.18% | Q1 2026 | May 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 39,303 | 2,463 | 0.92% | 1.06% | 183 | -1,228 | -3.03% | Q1 2026 | May 06, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 38,295 | 2,400 | 0.03% | 0.04% | 184 | -9,710 | -20.23% | Q1 2026 | May 05, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 37,820 | 2,370 | 0.17% | 0.15% | 185 | +8,820 | 30.41% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 37,590 | 2,356 | 0.17% | 0.17% | 186 | +3,105 | 9.0% | Q1 2026 | May 05, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 37,334 | 2,340 | 2.15% | 2.24% | 187 | +314 | 0.85% | Q1 2026 | May 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 32,939 | 2,334 | 1.24% | 1.18% | 188 | -1,815 | -5.22% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 37,094 | 2,325 | 0.05% | 0.07% | 189 | -892 | -2.35% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 37,080 | 2,324 | 0.04% | 0.04% | 190 | +6,513 | 21.31% | Q1 2026 | Apr 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 36,776 | 2,305 | 0.06% | 0.14% | 191 | -38,475 | -51.13% | Q1 2026 | Apr 28, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 36,577 | 2,292 | 0.47% | 0.52% | 192 | +400 | 1.11% | Q1 2026 | Apr 21, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 36,170 | 2,267 | 1.97% | 2.06% | 193 | +3,619 | 11.12% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Reduced | 35,665 | 2,235 | 0.03% | 0.04% | 194 | -4,407 | -11.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 35,521 | 2,226 | 0.0% | 0.0% | 195 | +702 | 2.02% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Added to | 35,305 | 2,212 | 0.17% | 0.16% | 196 | +6,783 | 23.78% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 30,958 | 2,211 | 0.17% | 0.17% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 35,204 | 2,206 | 0.01% | 0.01% | 198 | +5,687 | 19.27% | Q1 2026 | May 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 34,752 | 2,178 | 0.18% | 0.13% | 199 | +12,131 | 53.63% | Q1 2026 | May 11, 2026 |
| Ethos Financial Group, LLC | History | Added to | 34,597 | 2,168 | 0.16% | 0.14% | 200 | +7,970 | 29.93% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 34,551 | 2,165 | 0.02% | 0.0% | 201 | +33,114 | 2304.38% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 34,314 | 2,150 | 0.24% | 0.1% | 202 | +20,451 | 147.52% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 34,164 | 2,141 | 0.04% | 0.05% | 203 | -1,243 | -3.51% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Reduced | 33,776 | 2,117 | 0.0% | 0.0% | 204 | -211 | -0.62% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 33,344 | 2,090 | 0.03% | 0.02% | 205 | +20,220 | 154.07% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 33,306 | 2,087 | 0.04% | 0.04% | 206 | +1,256 | 3.92% | Q1 2026 | May 07, 2026 |
| SMITH, MOORE & CO. | History | Added to | 33,265 | 2,085 | 0.15% | 0.16% | 207 | +2,857 | 9.4% | Q1 2026 | May 05, 2026 |
| Apollon Financial, LLC | History | Reduced | 33,132 | 2,076 | 0.29% | 0.42% | 208 | -7,794 | -19.04% | Q1 2026 | Apr 22, 2026 |
| Sage Capital Management, LLC | History | Added to | 32,804 | 2,056 | 0.97% | 1.08% | 209 | +44 | 0.13% | Q1 2026 | Apr 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 32,179 | 2,032 | 0.14% | 0.15% | 210 | +1,203 | 3.88% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 32,041 | 2,023 | 0.02% | 0.02% | 211 | +1,252 | 4.07% | Q1 2026 | Apr 07, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 26,767 | 2,016 | 0.04% | 0.04% | 212 | -100 | -0.37% | Q1 2026 | May 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 32,032 | 2,007 | 0.73% | 0.66% | 213 | +4,366 | 15.78% | Q1 2026 | May 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 31,713 | 1,987 | 0.06% | 0.06% | 214 | +5,341 | 20.25% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 31,602 | 1,980 | 0.02% | 0.02% | 215 | +4,553 | 16.83% | Q1 2026 | May 08, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 31,487 | 1,973 | 0.83% | 1.34% | 216 | -8,148 | -20.56% | Q1 2026 | Apr 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 31,300 | 1,961 | 0.0% | 0.0% | 217 | -3,000 | -8.75% | Q1 2026 | May 14, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 30,990 | 1,942 | 0.81% | 0.79% | 218 | +1,121 | 3.75% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 30,948 | 1,936 | 0.1% | 0.08% | 219 | +3,892 | 14.38% | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 30,909 | 1,933 | 0.02% | 0.02% | 220 | -8,270 | -21.11% | Q1 2026 | May 14, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 30,432 | 1,907 | 0.48% | 0.5% | 221 | +3,089 | 11.3% | Q1 2026 | May 11, 2026 |
| Genesis Financial Group, LLC | History | Added to | 30,257 | 1,896 | 1.2% | 1.25% | 222 | +217 | 0.72% | Q1 2026 | May 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 30,158 | 1,890 | 0.0% | 0.0% | 223 | +3,139 | 11.62% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Reduced | 30,119 | 1,887 | 0.07% | 0.08% | 224 | -852 | -2.75% | Q1 2026 | Apr 24, 2026 |
| Advantage Trust Co | History | Reduced | 29,774 | 1,866 | 0.84% | 0.96% | 225 | -4 | -0.01% | Q1 2026 | May 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 29,508 | 1,849 | 0.98% | 1.2% | 226 | -590 | -1.96% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 39,414 | 1,826 | 0.0% | 0.0% | 227 | +89 | 0.23% | Q1 2026 | May 15, 2026 |
| Bravera Wealth | History | Added to | 29,078 | 1,822 | 0.82% | 0.88% | 229 | +4,487 | 18.25% | Q1 2026 | Apr 22, 2026 |
| Purus Wealth Management, LLC | History | Added to | 29,069 | 1,822 | 0.58% | 0.65% | 228 | +103 | 0.36% | Q1 2026 | Apr 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 29,000 | 1,817 | 0.06% | 0.09% | 230 | -9,152 | -23.99% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 28,590 | 1,792 | 0.0% | 0.0% | 231 | +17,056 | 147.88% | Q1 2026 | Apr 16, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 28,409 | 1,780 | 0.05% | 0.09% | 233 | -17,504 | -38.12% | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 28,400 | 1,780 | 0.01% | 0.01% | 232 | -3,250 | -10.27% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 28,312 | 1,774 | 0.12% | 0.12% | 234 | -3,200 | -10.15% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 28,285 | 1,772 | 0.04% | 0.05% | 235 | +202 | 0.72% | Q1 2026 | Apr 13, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 28,071 | 1,759 | 0.17% | 0.22% | 236 | -4,887 | -14.83% | Q1 2026 | May 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 27,969 | 1,753 | 0.29% | 0.32% | 237 | +1,066 | 3.96% | Q1 2026 | Apr 21, 2026 |
| SCS Capital Management LLC | History | Reduced | 27,494 | 1,723 | 0.02% | 0.02% | 238 | -1,712 | -5.86% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 26,937 | 1,688 | 0.18% | 0.21% | 239 | -1,824 | -6.34% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 26,904 | 1,686 | 0.06% | 0.07% | 240 | -906 | -3.26% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 26,756 | 1,677 | 0.0% | 0.0% | 241 | +9,886 | 58.6% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 26,308 | 1,648 | 0.13% | 0.14% | 242 | +2,846 | 12.13% | Q1 2026 | Apr 22, 2026 |
| Callan Family Office, LLC | History | Added to | 26,229 | 1,644 | 0.04% | 0.04% | 243 | +1,729 | 7.06% | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 26,188 | 1,641 | 1.09% | 1.22% | 244 | +1,041 | 4.14% | Q1 2026 | Apr 21, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 25,800 | 1,617 | 0.01% | 0.01% | 245 | -300 | -1.15% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 211,764 | 1,583 | 0.07% | 0.05% | 246 | +9,037 | 4.46% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 25,211 | 1,580 | 0.0% | 0.0% | 247 | +2,927 | 13.13% | Q1 2026 | May 01, 2026 |
| Anson Capital, Inc. | History | Added to | 25,162 | 1,577 | 1.08% | 1.07% | 248 | +4,657 | 22.71% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 24,999 | 1,566 | 0.02% | 0.03% | 249 | -4,079 | -14.03% | Q1 2026 | May 01, 2026 |
| Sovran Advisors, LLC | History | Reduced | 23,067 | 1,555 | 0.12% | 0.17% | 250 | -4,463 | -16.21% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Added to | 24,799 | 1,554 | 0.07% | 0.08% | 251 | +824 | 3.44% | Q1 2026 | Apr 27, 2026 |
| BANK HAPOALIM BM | History | Reduced | 24,685 | 1,547 | 0.24% | 1.34% | 252 | -190,915 | -88.55% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 24,248 | 1,519 | 0.0% | 0.01% | 253 | +463 | 1.95% | Q1 2026 | May 15, 2026 |
| Melone Private Wealth, LLC | History | Added to | 24,153 | 1,513 | 0.62% | 0.73% | 254 | +22 | 0.09% | Q1 2026 | Apr 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 23,825 | 1,493 | 0.03% | 0.03% | 255 | +3,094 | 14.92% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 23,597 | 1,479 | 0.1% | 0.11% | 256 | -154 | -0.65% | Q1 2026 | Apr 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 23,401 | 1,466 | 0.02% | 0.02% | 257 | +7,738 | 49.4% | Q1 2026 | Apr 21, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 22,618 | 1,417 | 0.06% | 0.07% | 258 | +192 | 0.86% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 22,392 | 1,403 | 0.05% | 0.07% | 259 | -2,783 | -11.05% | Q1 2026 | Apr 20, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 22,246 | 1,394 | 0.15% | 0.18% | 260 | -734 | -3.19% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | Added to | 21,685 | 1,359 | 0.01% | 0.01% | 261 | +1,938 | 9.81% | Q1 2026 | Apr 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 21,673 | 1,358 | 0.18% | 0.26% | 262 | -4,226 | -16.32% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 21,639 | 1,356 | 0.02% | 0.02% | 263 | -1,278 | -5.58% | Q1 2026 | May 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 21,307 | 1,335 | 0.11% | 0.11% | 264 | +412 | 1.97% | Q1 2026 | Apr 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 21,297 | 1,334 | 0.04% | 0.05% | 265 | +1,323 | 6.62% | Q1 2026 | Apr 08, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 20,652 | 1,294 | 0.51% | 0.58% | 266 | -395 | -1.88% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,079 | 1,291 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kropog Financial Group, LLC | History | Added to | 20,445 | 1,281 | 1.04% | 1.12% | 268 | +215 | 1.06% | Q1 2026 | Apr 24, 2026 |
| TPG Advisors LLC | History | Added to | 20,237 | 1,268 | 0.79% | 0.86% | 269 | +853 | 4.4% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,093 | 1,259 | 0.05% | 0.06% | 270 | +464 | 2.36% | Q1 2026 | May 19, 2026 |
| Midwest Financial Group LLC | History | Added to | 19,894 | 1,246 | 0.53% | 0.58% | 272 | +1,376 | 7.43% | Q1 2026 | Apr 22, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 19,882 | 1,246 | 0.15% | 0.17% | 271 | -135 | -0.67% | Q1 2026 | Apr 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 19,739 | 1,237 | 0.02% | 0.05% | 273 | -18,761 | -48.73% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 19,614 | 1,229 | 0.04% | 0.08% | 274 | -16,311 | -45.4% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 19,474 | 1,220 | 0.05% | 0.06% | 275 | +1,190 | 6.51% | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 19,354 | 1,213 | 0.07% | 0.11% | 276 | -7,687 | -28.43% | Q1 2026 | Apr 24, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 19,315 | 1,210 | 1.14% | 1.28% | 277 | +1,363 | 7.59% | Q1 2026 | May 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 19,275 | 1,208 | 0.03% | 0.03% | 278 | +3,076 | 18.99% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 19,105 | 1,197 | 0.06% | 0.07% | 279 | +1,392 | 7.86% | Q1 2026 | Apr 23, 2026 |
| Clarius Group, LLC | History | No change | 16,581 | 1,184 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 18,653 | 1,175 | 0.38% | — | 281 | +18,653 | New | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 18,652 | 1,169 | 0.0% | 0.0% | 282 | +3,860 | 26.1% | Q1 2026 | May 14, 2026 |
| Macro Advisors, Inc. | History | New | 18,584 | 1,164 | 0.48% | — | 283 | +18,584 | New | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 18,388 | 1,152 | 0.06% | 0.07% | 284 | +2,001 | 12.21% | Q1 2026 | May 13, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 18,192 | 1,140 | 0.1% | 0.05% | 285 | +9,190 | 102.09% | Q1 2026 | Apr 30, 2026 |
| One Capital Management, LLC | History | Added to | 18,129 | 1,136 | 0.03% | 0.04% | 286 | +315 | 1.77% | Q1 2026 | May 12, 2026 |
| TD Capital Management LLC | History | Added to | 18,040 | 1,130 | 0.1% | 0.11% | 287 | +496 | 2.83% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 17,940 | 1,124 | 0.01% | 0.02% | 288 | -1,239 | -6.46% | Q1 2026 | May 15, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 17,726 | 1,111 | 0.41% | 1.04% | 289 | -22,784 | -56.24% | Q1 2026 | May 13, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 17,693 | 1,108 | 0.4% | 0.43% | 290 | +1,672 | 10.44% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 17,628 | 1,105 | 0.17% | 0.19% | 291 | -115 | -0.65% | Q1 2026 | Apr 17, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 17,521 | 1,098 | 1.65% | 0.93% | 292 | +8,861 | 102.32% | Q1 2026 | May 05, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 17,289 | 1,083 | 0.32% | 0.68% | 293 | -16,799 | -49.28% | Q1 2026 | Apr 21, 2026 |
| OneAscent Financial Services LLC | History | Added to | 17,277 | 1,082 | 0.06% | 0.11% | 294 | +705 | 4.25% | Q1 2026 | Apr 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 17,154 | 1,075 | 0.02% | 0.01% | 295 | +11,503 | 203.56% | Q1 2026 | Apr 27, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 17,031 | 1,067 | 0.64% | 0.75% | 296 | -186 | -1.08% | Q1 2026 | Apr 21, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 16,638 | 1,042 | 0.06% | 0.07% | 297 | +1,584 | 10.52% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 16,408 | 1,028 | 0.0% | 0.0% | 298 | +10,365 | 171.52% | Q1 2026 | May 15, 2026 |
| Ayalon Insurance Comp Ltd. | History | New | 16,350 | 1,025 | 0.21% | — | 299 | +16,350 | New | Q1 2026 | Apr 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 16,097 | 1,008 | 0.01% | 0.01% | 300 | -6,580 | -29.02% | Q1 2026 | Apr 27, 2026 |