SPDR INDEX SHARES FUNDS - CWI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,835,784 | 323,301 | 0.02% | 0.03% | 1 | -1,505,777 | -14.56% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,580,294 | 167,592 | 0.1% | 0.09% | 2 | +116,680 | 2.61% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,488,600 | 127,647 | 0.95% | 0.92% | 3 | +302,582 | 9.5% | Q1 2026 | Apr 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,261,220 | 119,328 | 0.04% | 0.12% | 4 | +2,025,000 | 163.81% | Q1 2026 | May 04, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 2,300,372 | 84,170 | 2.31% | 2.28% | 5 | +35,798 | 1.58% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,796,405 | 65,730 | 0.07% | 0.07% | 6 | +41,130 | 2.34% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 1,675,601 | 61,310 | 0.02% | 0.02% | 7 | +29,249 | 1.78% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,600,000 | 58,544 | 0.01% | — | 8 | +1,600,000 | New | Q1 2026 | May 12, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 1,476,355 | 54,019 | 1.93% | 1.85% | 9 | +64,182 | 4.54% | Q1 2026 | May 15, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 1,188,068 | 43,471 | 3.8% | 3.56% | 10 | +11,187 | 0.95% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,021,288 | 37,368 | 0.05% | 0.04% | 11 | +149,741 | 17.18% | Q1 2026 | Apr 27, 2026 |
| Pitcairn Wealth Advisors LLC | History | Added to | 1,006,609 | 36,157 | 3.33% | 3.25% | 12 | +2,309 | 0.23% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 879,999 | 32,199 | 0.47% | 0.58% | 13 | -193,904 | -18.06% | Q1 2026 | Apr 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 856,984 | 31,357 | 3.09% | 3.01% | 14 | +22,990 | 2.76% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Added to | 817,398 | 29,908 | 0.0% | 0.0% | 15 | +185,745 | 29.41% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 736,454 | 26,946 | 0.01% | 0.01% | 16 | +127,631 | 20.96% | Q1 2026 | May 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 644,082 | 23,566 | 0.48% | 0.4% | 17 | +90,594 | 16.37% | Q1 2026 | Apr 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 636,965 | 23,306 | 0.44% | 0.46% | 18 | -37,307 | -5.53% | Q1 2026 | May 01, 2026 |
| Jacobi Capital Management LLC | History | Added to | 617,366 | 22,589 | 1.26% | 1.25% | 19 | +14,850 | 2.46% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 596,375 | 21,821 | 0.1% | 0.1% | 20 | +14,360 | 2.47% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 570,639 | 20,879 | 0.04% | 0.04% | 21 | -56,019 | -8.94% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 447,730 | 16,382 | 0.52% | 0.54% | 22 | +15,293 | 3.54% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 441,523 | 16,155 | 0.16% | 0.19% | 23 | +2,731 | 0.62% | Q1 2026 | May 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 438,879 | 16,059 | 0.1% | 0.12% | 24 | -77,220 | -14.96% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 426,005 | 15,587 | 0.37% | 0.36% | 25 | -5,425 | -1.26% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 365,888 | 13,387 | 0.07% | 0.07% | 26 | -5,234 | -1.41% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 354,915 | 12,986 | 0.07% | 0.08% | 27 | +1,248 | 0.35% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 348,384 | 12,747 | 0.26% | 0.25% | 28 | +7,680 | 2.25% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 328,261 | 12,011 | 0.18% | 0.17% | 29 | +8,781 | 2.75% | Q1 2026 | May 01, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 321,018 | 11,746 | 2.77% | 2.59% | 30 | +12,638 | 4.1% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 316,942 | 11,596 | 0.02% | 0.02% | 31 | -83,151 | -20.78% | Q1 2026 | May 14, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 311,018 | 11,380 | 5.37% | 5.37% | 32 | -10,456 | -3.25% | Q1 2026 | Apr 13, 2026 |
| Stonebrook Private Inc. | History | New | 308,960 | 11,304 | 2.41% | — | 33 | +308,960 | New | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 307,922 | 11,266 | 0.08% | 0.09% | 34 | +9,642 | 3.23% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 294,239 | 10,822 | 0.02% | 0.02% | 35 | -178,600 | -37.77% | Q1 2026 | Apr 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 286,157 | 10,470 | 0.0% | 0.0% | 36 | +101,361 | 54.85% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 284,294 | 10,402 | 0.0% | 0.0% | 37 | +26,984 | 10.49% | Q1 2026 | May 05, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 280,068 | 10,247 | 1.14% | 1.13% | 38 | +7,817 | 2.87% | Q1 2026 | Apr 29, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 279,845 | 10,239 | 9.64% | 8.12% | 39 | +40,105 | 16.73% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO | History | No change | 275,790 | 10,226 | 0.12% | 0.11% | 40 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 273,461 | 10,005 | 0.0% | 0.0% | 41 | +9,454 | 3.58% | Q1 2026 | May 13, 2026 |
| Friday Financial | History | Added to | 262,616 | 9,609 | 3.31% | 3.29% | 42 | +2,741 | 1.05% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 264,466 | 9,499 | 0.06% | 0.02% | 43 | +171,676 | 185.02% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 244,006 | 8,928 | 0.01% | 0.01% | 44 | +86,269 | 54.69% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 221,389 | 8,104 | 0.0% | 0.0% | 45 | +4,485 | 2.07% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | New | 206,979 | 7,573 | 0.1% | — | 46 | +206,979 | New | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 199,000 | 7,281 | 0.03% | 0.02% | 47 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 198,809 | 7,274 | 0.01% | 0.01% | 48 | +17,059 | 9.39% | Q1 2026 | Apr 27, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 194,034 | 7,129 | 0.26% | 0.53% | 49 | +101,963 | 110.74% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 193,562 | 7,082 | 0.0% | 0.0% | 50 | -3,351 | -1.7% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 196,780 | 6,975 | 0.0% | 0.0% | 51 | -3,967 | -1.98% | Q1 2026 | May 13, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 188,650 | 6,902 | 1.95% | 2.04% | 52 | -321 | -0.17% | Q1 2026 | Apr 24, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 183,477 | 6,713 | 0.93% | 0.97% | 53 | -6,958 | -3.65% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 178,309 | 6,524 | 1.11% | 1.13% | 54 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CVFG LLC | History | Reduced | 173,756 | 6,357 | 0.79% | 4.33% | 55 | -2,174 | -1.24% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Added to | 161,213 | 5,898 | 0.01% | 0.01% | 56 | +4,746 | 3.03% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 160,716 | 5,881 | 0.02% | 0.02% | 57 | -22,079 | -12.08% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 160,081 | 5,857 | 0.05% | 0.07% | 58 | +2,721 | 1.73% | Q1 2026 | May 06, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 155,882 | 5,703 | 2.7% | 2.72% | 59 | -403 | -0.26% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 150,801 | 5,517 | 0.07% | 0.06% | 60 | +6,003 | 4.15% | Q1 2026 | May 01, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 148,135 | 5,420 | 1.23% | 1.34% | 61 | +5,357 | 3.75% | Q1 2026 | Apr 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 139,004 | 5,086 | 0.67% | 0.69% | 62 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWC Advisors, LLC. | History | Added to | 138,560 | 5,069 | 2.41% | 2.38% | 63 | +1,267 | 0.92% | Q1 2026 | Apr 16, 2026 |
| Montecito Bank & Trust | History | Added to | 130,849 | 4,787 | 0.79% | 0.72% | 64 | +5,758 | 4.6% | Q1 2026 | Apr 16, 2026 |
| Midwest Trust Co | History | Added to | 129,674 | 4,744 | 0.06% | 0.06% | 65 | +535 | 0.41% | Q1 2026 | May 01, 2026 |
| Mutual Advisors, LLC | History | Added to | 128,980 | 4,719 | 0.1% | 0.07% | 66 | +37,772 | 41.41% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 127,493 | 4,715 | 0.01% | 0.01% | 67 | -8,990 | -6.59% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 123,223 | 4,508 | 0.02% | 0.01% | 68 | +49,243 | 66.56% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 115,621 | 4,230 | 0.06% | 0.07% | 69 | -8,697 | -7.0% | Q1 2026 | Apr 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 115,089 | 4,211 | 0.09% | 0.08% | 70 | +12,371 | 12.04% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Added to | 113,628 | 4,157 | 0.02% | 0.02% | 71 | +2,760 | 2.49% | Q1 2026 | May 04, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 108,311 | 3,963 | 1.55% | 1.53% | 72 | -1,391 | -1.27% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | Added to | 106,656 | 3,902 | 0.45% | 0.44% | 73 | +1,005 | 0.95% | Q1 2026 | Apr 10, 2026 |
| BTC Capital Management, Inc. | History | No change | 91,457 | 3,346 | 0.23% | 0.23% | 74 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 89,834 | 3,287 | 0.12% | 0.11% | 75 | -647 | -0.72% | Q1 2026 | Apr 14, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 86,520 | 3,165 | 0.13% | 0.09% | 76 | +22,479 | 35.1% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 83,893 | 3,069 | 0.02% | 0.02% | 77 | +14 | 0.02% | Q1 2026 | May 14, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 86,230 | 3,056 | 0.15% | 1.92% | 78 | -940,333 | -91.6% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 81,500 | 2,982 | 0.0% | 0.0% | 79 | +2,700 | 3.43% | Q1 2026 | May 15, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 81,041 | 2,965 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 80,991 | 2,963 | 0.0% | 0.0% | 81 | +155 | 0.19% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 78,409 | 2,868 | 0.0% | 0.0% | 82 | -3,009 | -3.7% | Q1 2026 | May 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 77,550 | 2,837 | 0.19% | 0.13% | 83 | +23,647 | 43.87% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 76,910 | 2,814 | 0.01% | 0.02% | 84 | +12 | 0.02% | Q1 2026 | May 08, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 73,730 | 2,758 | 0.19% | 0.19% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 72,986 | 2,670 | 0.0% | 0.0% | 86 | +20,107 | 38.02% | Q1 2026 | May 14, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 71,239 | 2,606 | 0.62% | 0.62% | 87 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 70,561 | 2,581 | 0.65% | 0.75% | 88 | -11,773 | -14.3% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 69,349 | 2,537 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 70,205 | 2,520 | 1.29% | — | 90 | +70,205 | New | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 60,149 | 2,200 | 0.0% | 0.0% | 91 | -243 | -0.4% | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 59,574 | 2,179 | 0.25% | 0.26% | 92 | -2,700 | -4.34% | Q1 2026 | Apr 17, 2026 |
| EASTERN BANK | History | Reduced | 55,432 | 2,028 | 0.03% | 0.04% | 93 | -8,482 | -13.27% | Q1 2026 | Apr 07, 2026 |
| SEI INVESTMENTS CO | History | New | 54,173 | 1,982 | 0.0% | — | 94 | +54,173 | New | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 52,950 | 1,937 | 0.01% | 0.01% | 95 | -6,946 | -11.6% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 52,526 | 1,921 | 0.02% | 0.01% | 96 | +24,833 | 89.67% | Q1 2026 | Apr 29, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 49,665 | 1,817 | 0.17% | 0.18% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 47,360 | 1,732 | 0.27% | 3.0% | 98 | -440,688 | -90.3% | Q1 2026 | Apr 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 47,207 | 1,727 | 0.0% | 0.0% | 99 | -1,196 | -2.47% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 45,305 | 1,657 | 0.0% | 0.0% | 100 | -225 | -0.49% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 44,823 | 1,640 | 0.0% | 0.0% | 101 | -1,046 | -2.28% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 44,731 | 1,636 | 0.0% | 0.0% | 102 | +1,400 | 3.23% | Q1 2026 | May 07, 2026 |
| BAILARD, INC. | History | Reduced | 42,546 | 1,556 | 0.04% | 0.03% | 103 | -1,335 | -3.04% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Added to | 42,111 | 1,540 | 0.0% | 0.0% | 104 | +5,674 | 15.57% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 41,316 | 1,511 | 0.0% | 0.0% | 105 | -3,416 | -7.64% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 40,664 | 1,487 | 0.01% | — | 106 | +40,664 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 38,608 | 1,413 | 0.0% | 0.0% | 107 | +2,938 | 8.24% | Q1 2026 | May 15, 2026 |
| Everhart Financial Group, Inc. | History | New | 38,100 | 1,394 | 0.12% | — | 108 | +38,100 | New | Q1 2026 | Apr 09, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 37,398 | 1,368 | 0.1% | 0.1% | 109 | -676 | -1.78% | Q1 2026 | May 15, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 36,847 | 1,348 | 0.95% | 0.86% | 110 | -75 | -0.2% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 35,201 | 1,288 | 0.0% | — | 111 | +35,201 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 33,123 | 1,225 | 0.01% | 0.02% | 112 | -18,249 | -35.52% | Q1 2026 | Apr 07, 2026 |
| Belpointe Asset Management LLC | History | Added to | 32,582 | 1,192 | 0.04% | 0.02% | 113 | +13,448 | 70.28% | Q1 2026 | Apr 28, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 31,212 | 1,142 | 0.24% | 0.23% | 114 | -146 | -0.47% | Q1 2026 | Apr 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 28,022 | 1,131 | 0.02% | 0.02% | 115 | -205 | -0.73% | Q1 2026 | May 11, 2026 |
| Financially in Tune, LLC | History | Added to | 30,495 | 1,115 | 0.96% | 0.79% | 116 | +6,784 | 28.61% | Q1 2026 | Apr 22, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 30,041 | 1,099 | 0.03% | 0.04% | 117 | -1,300 | -4.15% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 29,613 | 1,083 | 0.13% | 0.15% | 118 | -484 | -1.61% | Q1 2026 | Apr 21, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 29,123 | 1,065 | 0.18% | 0.17% | 119 | +1,020 | 3.63% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 28,634 | 1,047 | 0.02% | 0.02% | 120 | -9,580 | -25.07% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 28,032 | 1,006 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dakota Wealth Management | History | Reduced | 27,232 | 996 | 0.02% | 0.02% | 122 | -3,545 | -11.52% | Q1 2026 | May 07, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 25,812 | 944 | 0.06% | 0.06% | 123 | +41 | 0.16% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Added to | 24,862 | 909 | 0.0% | 0.0% | 124 | +366 | 1.49% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 24,297 | 889 | 0.0% | 0.0% | 125 | -4,021 | -14.2% | Q1 2026 | May 04, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 23,790 | 870 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BBR PARTNERS, LLC | History | No change | 23,341 | 854 | 0.05% | 0.04% | 127 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 22,543 | 824 | 0.03% | 0.03% | 128 | +5,500 | 32.27% | Q1 2026 | May 19, 2026 |
| Rare Wolf Capital LLC | History | No change | 21,298 | 779 | 0.5% | 0.48% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 21,184 | 775 | 0.02% | 0.02% | 130 | +1,022 | 5.07% | Q1 2026 | Apr 21, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 21,103 | 772 | 0.54% | 0.55% | 131 | -341 | -1.59% | Q1 2026 | Apr 23, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 20,141 | 736 | 0.34% | 0.3% | 132 | +2,811 | 16.22% | Q1 2026 | Apr 24, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 19,306 | 706 | 0.17% | 0.17% | 133 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 18,846 | 689 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 18,091 | 661 | 0.11% | 0.11% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 16,355 | 651 | 0.02% | 0.03% | 136 | -3,371 | -17.09% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | No change | 17,553 | 642 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WFA of San Diego, LLC | History | Reduced | 17,478 | 639 | 0.51% | 0.47% | 138 | -234 | -1.32% | Q1 2026 | May 11, 2026 |
| Iowa State Bank | History | Reduced | 17,346 | 634 | 0.12% | 0.12% | 139 | -202 | -1.15% | Q1 2026 | Apr 15, 2026 |
| FULTON BANK, N.A. | History | No change | 17,000 | 622 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ethic Inc. | History | New | 16,214 | 593 | 0.01% | — | 141 | +16,214 | New | Q1 2026 | Apr 27, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 15,891 | 581 | 0.0% | — | 142 | +15,891 | New | Q1 2026 | May 12, 2026 |
| Kure Advisory, LLC | History | No change | 15,762 | 576 | 0.31% | 0.32% | 143 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 15,388 | 563 | 0.26% | 0.28% | 144 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 14,703 | 545 | 0.09% | 0.1% | 145 | -1,274 | -7.97% | Q1 2026 | Apr 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 14,753 | 539 | 0.0% | 0.0% | 146 | +1,750 | 13.46% | Q1 2026 | May 01, 2026 |
| Towneley Capital Management, Inc / DE | History | No change | 14,445 | 528 | 0.11% | 0.11% | 147 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 14,198 | 519 | 0.03% | 0.03% | 148 | -83 | -0.58% | Q1 2026 | Apr 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 13,938 | 509 | 0.03% | 0.03% | 149 | +203 | 1.48% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 13,841 | 506 | 0.05% | 0.04% | 150 | -152 | -1.09% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 13,631 | 498 | 0.0% | 0.0% | 151 | +1,693 | 14.18% | Q1 2026 | May 08, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 13,580 | 496 | 0.23% | 0.26% | 152 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 13,520 | 494 | 0.34% | 0.41% | 153 | -2,767 | -16.99% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 13,424 | 491 | 0.0% | 0.0% | 154 | +1,047 | 8.46% | Q1 2026 | May 15, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 13,141 | 480 | 0.09% | 0.07% | 155 | +2,865 | 27.88% | Q1 2026 | May 11, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 12,977 | 474 | 0.23% | 0.23% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 12,592 | 460 | 0.02% | 0.01% | 158 | +4,250 | 50.95% | Q1 2026 | Apr 28, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 12,596 | 460 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Added to | 12,562 | 459 | 0.01% | 0.02% | 159 | +1,189 | 10.45% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 361,783 | 451 | 0.02% | 0.05% | 160 | -1,542 | -0.42% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 12,176 | 446 | 0.0% | 0.0% | 161 | -8,937 | -42.33% | Q1 2026 | May 14, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 12,211 | 446 | 0.06% | 0.06% | 162 | -36 | -0.29% | Q1 2026 | Apr 28, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,097 | 442 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Radnor Capital Management, LLC | History | No change | 12,000 | 439 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 11,859 | 433 | 0.0% | 0.0% | 165 | -3,333 | -21.94% | Q1 2026 | May 05, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 11,626 | 425 | 0.04% | 0.04% | 166 | +1,162 | 11.1% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | No change | 11,426 | 418 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | No change | 11,321 | 414 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | No change | 11,122 | 406 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 10,582 | 387 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 10,541 | 385 | 0.14% | 0.13% | 171 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,174 | 372 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | No change | 10,038 | 367 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 10,023 | 366 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 9,950 | 364 | 0.19% | 0.19% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | No change | 9,216 | 360 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Key FInancial Inc | History | No change | 9,815 | 359 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Strategic Financial Concepts, LLC | History | New | 9,459 | 346 | 0.09% | — | 178 | +9,459 | New | Q1 2026 | May 12, 2026 |
| Avestar Capital, LLC | History | No change | 9,363 | 342 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 9,343 | 341 | 0.19% | 0.18% | 180 | -53 | -0.56% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | No change | 9,195 | 336 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,079 | 332 | 0.0% | 0.0% | 182 | +334 | 3.82% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Reduced | 8,691 | 318 | 0.0% | 0.0% | 183 | -1,193 | -12.07% | Q1 2026 | May 14, 2026 |
| ARS Investment Partners, LLC | History | No change | 8,579 | 313 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| AE Wealth Management LLC | History | Added to | 8,352 | 305 | 0.0% | 0.0% | 185 | +1,548 | 22.75% | Q1 2026 | May 13, 2026 |
| Sentry LLC | History | No change | 8,250 | 301 | 0.1% | 0.08% | 186 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DMC Group, LLC | History | Added to | 8,226 | 300 | 0.2% | 0.15% | 187 | +1,956 | 31.2% | Q1 2026 | Apr 30, 2026 |
| Glassman Wealth Services | History | Added to | 8,058 | 294 | 0.04% | 0.04% | 188 | +80 | 1.0% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Added to | 7,721 | 282 | 0.01% | 0.01% | 189 | +322 | 4.35% | Q1 2026 | Apr 27, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 7,322 | 267 | 0.02% | 0.02% | 190 | -336 | -4.39% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 7,168 | 262 | 0.0% | 0.0% | 191 | -90 | -1.24% | Q1 2026 | May 14, 2026 |
| Center For Asset Management LLC | History | No change | 7,097 | 259 | 0.13% | 0.13% | 192 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sage Mountain Advisors LLC | History | No change | 7,067 | 258 | 0.02% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 6,979 | 255 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GoalVest Advisory LLC | History | No change | 6,979 | 255 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 6,965 | 254 | 0.01% | 0.01% | 196 | -40 | -0.57% | Q1 2026 | Apr 09, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 6,784 | 248 | 0.02% | 0.02% | 197 | +958 | 16.44% | Q1 2026 | May 14, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 6,800 | 248 | 0.12% | 0.12% | 198 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 6,652 | 243 | 0.0% | — | 199 | +6,652 | New | Q1 2026 | May 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 6,548 | 239 | 0.16% | 0.16% | 200 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 6,540 | 239 | 0.09% | 0.09% | 201 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 6,488 | 237 | 0.0% | 0.0% | 203 | +340 | 5.53% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,490 | 237 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RVW Wealth, LLC | History | No change | 6,425 | 235 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 6,411 | 234 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 6,324 | 231 | 0.03% | 0.04% | 206 | -3,139 | -33.17% | Q1 2026 | Apr 08, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 6,285 | 229 | 0.0% | 0.01% | 207 | -4,987 | -44.24% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 6,149 | 224 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 5,918 | 216 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 5,775 | 211 | 0.15% | 0.14% | 210 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cooke Wealth Management, LLC | History | No change | 5,757 | 210 | 0.19% | 0.19% | 211 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,225 | 191 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4,758 | 174 | 0.01% | 0.01% | 213 | -1,886 | -28.39% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,462 | 165 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,456 | 160 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First Pacific Financial | History | No change | 4,346 | 159 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,170 | 152 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| 10Elms LLP | History | Reduced | 3,683 | 134 | 0.08% | 0.13% | 219 | -150 | -3.91% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,737 | 134 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 3,200 | 117 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Napier Financial, LLC | History | New | 3,079 | 112 | 0.03% | — | 221 | +3,079 | New | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,075 | 110 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,900 | 106 | 0.0% | 0.0% | 223 | +595 | 25.81% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 2,510 | 91 | 0.0% | — | 225 | +2,510 | New | Q1 2026 | May 15, 2026 |
| Basepoint Wealth LLC | History | No change | 2,505 | 91 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | No change | 1,969 | 72 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,961 | 71 | 0.0% | — | 227 | +1,961 | New | Q1 2026 | May 08, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,717 | 62 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Synergy Investment Management, LLC | History | New | 1,668 | 61 | 0.02% | — | 229 | +1,668 | New | Q1 2026 | May 14, 2026 |
| YANKCOM Partnership | History | No change | 1,538 | 56 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,483 | 54 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,397 | 51 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Newton One Investments LLC | History | Reduced | 1,318 | 48 | 0.01% | 0.02% | 234 | -126 | -8.73% | Q1 2026 | Apr 24, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,312 | 48 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Main Street Group, LTD | History | New | 1,283 | 46 | 0.01% | — | 235 | +1,283 | New | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,153 | 42 | 0.0% | — | 236 | +1,153 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 1,119 | 40 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 960 | 35 | 0.0% | — | 238 | +960 | New | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 932 | 34 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 946 | 33 | 0.0% | — | 240 | +946 | New | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 858 | 31 | 0.0% | 0.0% | 242 | -316 | -26.92% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 870 | 31 | 0.0% | 0.0% | 241 | +105 | 13.73% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 806 | 29 | 0.0% | 0.0% | 244 | +165 | 25.74% | Q1 2026 | Apr 27, 2026 |
| Scarborough Advisors, LLC | History | No change | 800 | 29 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | No change | 667 | 24 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 610 | 22 | 0.0% | 0.0% | 246 | -19,787 | -97.01% | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 594 | 21 | 0.0% | 0.0% | 247 | +500 | 531.91% | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 561 | 20 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | Reduced | 540 | 19 | 0.0% | 0.0% | 250 | -150 | -21.74% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 523 | 19 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MTM Investment Management, LLC | History | No change | 528 | 19 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BankPlus Trust Department | History | No change | 468 | 17 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clean Yield Group | History | No change | 462 | 16 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Investors Research Corp | History | Reduced | 430 | 15 | 0.0% | 0.0% | 254 | -93 | -17.78% | Q1 2026 | Apr 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 362 | 13 | 0.0% | 0.0% | 256 | -130 | -26.42% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 360 | 13 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | No change | 374 | 13 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 331 | 12 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 320 | 11 | 0.0% | 0.0% | 259 | -521 | -61.95% | Q1 2026 | May 15, 2026 |
| Joseph Group Capital Management | History | Reduced | 322 | 11 | 0.0% | 0.0% | 260 | -113 | -25.98% | Q1 2026 | May 08, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 305 | 11 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aptus Capital Advisors, LLC | History | New | 242 | 8 | 0.0% | — | 263 | +242 | New | Q1 2026 | May 11, 2026 |
| Davis Capital Management | History | No change | 238 | 8 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vanguard National Trust Co | History | New | 200 | 7 | 0.0% | — | 264 | +200 | New | Q1 2026 | May 08, 2026 |
| Crews Bank & Trust | History | New | 181 | 6 | 0.0% | — | 266 | +181 | New | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 174 | 6 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 146 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 154 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 136 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | No change | 25 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.78% | — | -241,519 | -100.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,283 | -100.0% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -16,397 | -100.0% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,905 | -100.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,702 | -100.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,812 | -100.0% | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST Co | History | Closed out | 0 | 0 | — | 0.01% | — | -5,700 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q1 2026 | May 01, 2026 |
| Grey Ledge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -884 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |