DBX ETF TRUST - DBEF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 20,710,546 | 1,023,100 | 0.12% | 0.12% | 1 | +143,804 | 0.7% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 14,441,370 | 713,874 | 0.17% | 0.15% | 2 | +200,252 | 1.41% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,572,286 | 374,070 | 0.23% | 0.24% | 3 | -185,754 | -2.39% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 7,522,806 | 371,626 | 0.02% | 0.02% | 4 | -115,235 | -1.51% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,415,273 | 316,914 | 0.02% | 0.02% | 5 | -19,698 | -0.31% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,263,800 | 210,631 | 0.06% | 0.03% | 6 | +2,161,428 | 102.81% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 4,131,698 | 204,105 | 0.05% | 0.06% | 7 | -688,189 | -14.28% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,693,103 | 182,244 | 0.26% | 0.28% | 8 | -638,857 | -14.75% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,235,235 | 159,820 | 0.03% | 0.03% | 9 | +118,796 | 3.81% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,569,946 | 126,955 | 0.04% | 0.04% | 10 | +48,616 | 1.93% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 2,292,868 | 113,267 | 0.7% | 0.69% | 11 | -74,154 | -3.13% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,753,742 | 86,634 | 0.09% | 0.08% | 12 | +245,077 | 16.24% | Q1 2026 | May 13, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 1,525,413 | 75,355 | 12.24% | 11.92% | 13 | +7,063 | 0.47% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,497,471 | 73,975 | 1.16% | 1.06% | 14 | +225,258 | 17.71% | Q1 2026 | May 04, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 1,497,101 | 73,956 | 7.57% | 7.84% | 15 | +11,646 | 0.78% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 1,291,332 | 63,791 | 0.01% | 0.01% | 16 | -52,540 | -3.91% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,267,811 | 62,629 | 0.01% | 0.01% | 17 | -161,945 | -11.33% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,190,202 | 58,795 | 0.02% | 0.02% | 18 | -17,673 | -1.46% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,166,594 | 58,376 | 0.12% | 0.15% | 19 | -1,083,199 | -48.15% | Q1 2026 | Apr 08, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 1,199,151 | 57,691 | 7.63% | 7.63% | 20 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 1,096,917 | 54,188 | 1.71% | — | 21 | +1,096,917 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 987,192 | 48,777 | 0.07% | 0.07% | 22 | -62,211 | -5.93% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 987,939 | 47,529 | 0.19% | 0.19% | 23 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 954,078 | 47,131 | 0.25% | 0.3% | 24 | +58,380 | 6.52% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 927,382 | 45,812 | 0.08% | 0.0% | 25 | +917,564 | 9345.73% | Q1 2026 | May 01, 2026 |
| Hilltop Partners LLC | History | Added to | 924,359 | 45,663 | 11.72% | 7.56% | 26 | +314,989 | 51.69% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 875,065 | 43,228 | 0.02% | 0.02% | 27 | +9,686 | 1.12% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 794,798 | 39,262 | 0.76% | 0.72% | 28 | +29,321 | 3.83% | Q1 2026 | Apr 14, 2026 |
| Crewe Advisors LLC | History | Added to | 763,453 | 37,714 | 3.22% | 3.22% | 29 | +9,040 | 1.2% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 725,336 | 35,831 | 0.05% | 0.09% | 30 | -554,570 | -43.33% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 721,246 | 35,629 | 0.04% | 0.05% | 31 | -221,256 | -23.48% | Q1 2026 | May 14, 2026 |
| SACHEM HILL LLC | History | Reduced | 715,970 | 35,368 | 6.85% | 6.77% | 32 | -8,449 | -1.17% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 693,596 | 34,263 | 0.05% | 0.06% | 33 | -264,673 | -27.62% | Q1 2026 | Apr 27, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 677,831 | 33,484 | 6.68% | 6.62% | 34 | +18,588 | 2.82% | Q1 2026 | Apr 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 607,919 | 30,030 | 0.03% | 0.03% | 35 | -3,870 | -0.63% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 590,373 | 29,164 | 0.04% | 0.04% | 36 | -95,459 | -13.92% | Q1 2026 | Apr 27, 2026 |
| COFG Advisors, LLC | History | Added to | 556,905 | 27,511 | 6.8% | 6.57% | 37 | +4,350 | 0.79% | Q1 2026 | May 11, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 556,186 | 27,475 | 5.41% | 5.22% | 38 | +20,603 | 3.85% | Q1 2026 | May 12, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 521,611 | 25,767 | 5.7% | 5.73% | 39 | -29,563 | -5.36% | Q1 2026 | Apr 17, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 494,440 | 24,425 | 8.37% | 8.21% | 40 | -5,463 | -1.09% | Q1 2026 | Apr 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 493,713 | 24,389 | 0.06% | 0.06% | 41 | +21,805 | 4.62% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 453,194 | 22,387 | 0.03% | 0.03% | 42 | +2,152 | 0.48% | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | Added to | 432,988 | 21,389 | 4.2% | 4.0% | 43 | +8,684 | 2.05% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 409,939 | 20,250 | 0.1% | 0.08% | 44 | +108,805 | 36.13% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 417,881 | 20,171 | 0.0% | 0.0% | 45 | -18,253 | -4.19% | Q1 2026 | May 13, 2026 |
| Financial Insights, Inc. | History | Added to | 396,701 | 19,597 | 6.35% | 5.91% | 46 | +29,902 | 8.15% | Q1 2026 | May 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 360,685 | 17,817 | 0.05% | 0.05% | 47 | -98,747 | -21.49% | Q1 2026 | May 04, 2026 |
| Annex Advisory Services, LLC | History | Added to | 354,816 | 17,527 | 0.33% | 0.3% | 48 | +26,041 | 7.92% | Q1 2026 | Apr 16, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 347,913 | 17,186 | 4.32% | 4.29% | 49 | +3,694 | 1.07% | Q1 2026 | Apr 09, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | New | 314,782 | 15,550 | 4.06% | — | 50 | +314,782 | New | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 310,595 | 15,343 | 0.01% | 0.01% | 51 | +15,932 | 5.41% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 310,116 | 15,319 | 0.0% | 0.0% | 52 | +270,675 | 686.28% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 312,753 | 14,999 | 0.01% | 0.01% | 53 | +34,310 | 12.32% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 277,570 | 13,711 | 0.06% | 0.04% | 54 | +119,862 | 76.0% | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | Added to | 276,423 | 13,655 | 0.1% | 0.1% | 55 | +21,239 | 8.32% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 276,098 | 13,639 | 0.15% | 0.15% | 56 | +2,977 | 1.09% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 272,546 | 13,463 | 0.96% | 1.61% | 57 | -194,568 | -41.65% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 271,799 | 13,426 | 0.98% | 0.87% | 58 | +26,462 | 10.79% | Q1 2026 | May 05, 2026 |
| VICUS CAPITAL | History | Added to | 270,482 | 13,361 | 0.98% | 0.95% | 59 | +7,897 | 3.01% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Reduced | 270,420 | 13,358 | 0.02% | 0.02% | 60 | -19,406 | -6.7% | Q1 2026 | May 15, 2026 |
| Embree Financial Group | History | Reduced | 256,522 | 12,672 | 1.49% | 1.7% | 61 | -32,167 | -11.14% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 255,234 | 12,609 | 0.03% | 0.02% | 62 | +35,932 | 16.38% | Q1 2026 | Apr 22, 2026 |
| World Investment Advisors | History | Added to | 240,072 | 11,859 | 0.19% | 0.14% | 63 | +58,489 | 32.21% | Q1 2026 | Apr 27, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 227,847 | 11,255 | 1.11% | 1.11% | 64 | -1,258 | -0.55% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 227,074 | 11,217 | 0.09% | 0.08% | 65 | +1,236 | 0.55% | Q1 2026 | May 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 219,774 | 10,856 | 1.96% | 2.68% | 66 | +13,682 | 6.64% | Q1 2026 | May 01, 2026 |
| Wealth Advisory Team LLC | History | No change | 223,001 | 10,728 | 9.48% | 9.48% | 67 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 217,162 | 10,727 | 0.12% | 0.17% | 68 | -90,425 | -29.4% | Q1 2026 | Apr 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 216,330 | 10,686 | 1.54% | 1.51% | 69 | +2,398 | 1.12% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 202,348 | 9,995 | 0.2% | 0.22% | 70 | -34,491 | -14.56% | Q1 2026 | Apr 17, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 199,828 | 9,871 | 0.37% | 0.31% | 71 | +24,274 | 13.83% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 194,933 | 9,786 | 0.09% | 0.1% | 72 | +3,253 | 1.7% | Q1 2026 | Apr 07, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 188,914 | 9,332 | 2.58% | 2.29% | 73 | +22,718 | 13.67% | Q1 2026 | Apr 27, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 182,083 | 8,994 | 6.23% | 6.67% | 74 | -15,380 | -7.79% | Q1 2026 | May 12, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 179,394 | 8,862 | 0.23% | 0.24% | 75 | -6,421 | -3.46% | Q1 2026 | Apr 16, 2026 |
| Tactive Advisors, LLC | History | Reduced | 179,317 | 8,858 | 2.5% | 2.71% | 76 | -13,037 | -6.78% | Q1 2026 | Apr 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 176,574 | 8,722 | 0.1% | 0.11% | 77 | -6,238 | -3.41% | Q1 2026 | May 08, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 179,222 | 8,651 | 5.96% | 2.71% | 78 | +28,480 | 18.89% | Q1 2026 | Apr 24, 2026 |
| Capital Developers, LLC | History | Added to | 163,562 | 8,079 | 7.28% | 6.97% | 79 | +1,933 | 1.2% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 160,558 | 7,931 | 0.01% | 0.01% | 80 | +18,704 | 13.19% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 160,160 | 7,911 | 0.47% | 0.46% | 81 | -631 | -0.39% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 155,064 | 7,464 | 0.05% | 0.05% | 82 | +8,544 | 5.83% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 148,473 | 7,334 | 0.01% | 0.01% | 83 | -6,813 | -4.39% | Q1 2026 | May 14, 2026 |
| NewSquare Capital LLC | History | Added to | 146,150 | 7,219 | 0.63% | 0.6% | 84 | +4,018 | 2.83% | Q1 2026 | May 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 145,437 | 7,184 | 0.08% | 0.08% | 85 | +29,516 | 25.46% | Q1 2026 | May 15, 2026 |
| Ruggaard & Associates LLC | History | No change | 143,909 | 6,923 | 2.73% | 2.73% | 86 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Carter Financial Group, INC. | History | Added to | 138,374 | 6,835 | 4.23% | 3.85% | 87 | +3,624 | 2.69% | Q1 2026 | Apr 27, 2026 |
| Cooper Financial Group | History | Reduced | 137,462 | 6,790 | 0.69% | 0.71% | 88 | -1,830 | -1.31% | Q1 2026 | Apr 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 135,766 | 6,707 | 0.01% | 0.01% | 89 | +5,283 | 4.05% | Q1 2026 | May 01, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 134,284 | 6,693 | 0.7% | 0.62% | 90 | +37,833 | 39.23% | Q1 2026 | Apr 23, 2026 |
| Investors Research Corp | History | Added to | 131,770 | 6,509 | 1.24% | 1.09% | 91 | +7,858 | 6.34% | Q1 2026 | Apr 03, 2026 |
| Fiduciary Planning LLC | History | Added to | 130,130 | 6,428 | 1.94% | 1.81% | 92 | +6,351 | 5.13% | Q1 2026 | Apr 27, 2026 |
| Forefront Analytics, LLC | History | Reduced | 126,892 | 6,268 | 5.7% | 5.43% | 93 | -959 | -0.75% | Q1 2026 | May 13, 2026 |
| Next Level Private LLC | History | Reduced | 124,492 | 6,149 | 1.39% | 1.57% | 94 | -150 | -0.12% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 123,132 | 6,082 | 0.27% | 0.27% | 95 | -1,850 | -1.48% | Q1 2026 | May 13, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 115,168 | 5,774 | 2.92% | 3.25% | 96 | -4,659 | -3.89% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 114,576 | 5,660 | 0.07% | 0.07% | 97 | +2,785 | 2.49% | Q1 2026 | Apr 20, 2026 |
| Chesapeake Wealth Management | History | Added to | 113,752 | 5,619 | 1.73% | 1.52% | 98 | +8,007 | 7.57% | Q1 2026 | May 18, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 110,223 | 5,445 | 3.65% | 3.84% | 99 | +4,321 | 4.08% | Q1 2026 | Apr 16, 2026 |
| Ipsen Advisor Group LLC | History | No change | 111,297 | 5,354 | 3.8% | 3.8% | 100 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 105,321 | 5,326 | 0.09% | 0.3% | 101 | -22,622 | -17.68% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 106,355 | 5,253 | 0.03% | 0.03% | 102 | +1,139 | 1.08% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 103,839 | 5,129 | 0.12% | 0.1% | 103 | +17,834 | 20.74% | Q1 2026 | May 15, 2026 |
| Columbus Macro, LLC | History | Added to | 103,663 | 5,120 | 0.55% | 0.54% | 104 | +444 | 0.43% | Q1 2026 | Apr 21, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 101,659 | 5,021 | 0.13% | 0.63% | 105 | -303,897 | -74.93% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 101,459 | 5,012 | 0.07% | 0.06% | 106 | +15,425 | 17.93% | Q1 2026 | May 15, 2026 |
| Hartford Financial Management Inc. | History | New | 98,425 | 4,862 | 1.24% | — | 107 | +98,425 | New | Q1 2026 | Apr 15, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 96,617 | 4,772 | 3.25% | — | 108 | +96,617 | New | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 92,377 | 4,563 | 2.12% | 0.2% | 109 | +82,720 | 856.58% | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | No change | 87,396 | 4,539 | 0.09% | 0.1% | 110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 88,421 | 4,368 | 0.02% | 0.02% | 111 | -8,173 | -8.46% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 87,684 | 4,331 | 0.14% | 0.14% | 112 | -328 | -0.37% | Q1 2026 | Apr 08, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 82,308 | 4,066 | 1.71% | 5.79% | 113 | -197,712 | -70.61% | Q1 2026 | Apr 17, 2026 |
| Summa Corp. | History | Added to | 78,478 | 3,876 | 1.6% | 0.94% | 114 | +32,850 | 72.0% | Q1 2026 | Apr 30, 2026 |
| Sarver Vrooman Wealth Advisors | History | Reduced | 76,887 | 3,798 | 2.34% | 2.41% | 115 | -1,833 | -2.33% | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 76,030 | 3,755 | 0.02% | 0.02% | 116 | -322 | -0.42% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 75,961 | 3,752 | 0.09% | 0.08% | 117 | -2,666 | -3.39% | Q1 2026 | May 15, 2026 |
| SB Capital Management Inc | History | No change | 77,805 | 3,743 | 1.37% | 1.37% | 118 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 73,370 | 3,624 | 2.43% | 2.42% | 119 | +2,245 | 3.16% | Q1 2026 | Apr 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 73,028 | 3,608 | 0.06% | 0.06% | 120 | +3,003 | 4.29% | Q1 2026 | Apr 14, 2026 |
| Chris Bulman Inc | History | Added to | 73,008 | 3,606 | 1.58% | 1.34% | 121 | +10,005 | 15.88% | Q1 2026 | Apr 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 71,959 | 3,554 | 0.08% | 0.07% | 122 | +2,566 | 3.7% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 71,610 | 3,537 | 0.01% | 0.01% | 123 | +963 | 1.36% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 71,061 | 3,510 | 0.07% | 0.07% | 124 | -6,119 | -7.93% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 70,861 | 3,500 | 0.01% | 0.01% | 125 | +13,743 | 24.06% | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | Reduced | 68,671 | 3,392 | 1.59% | 1.59% | 126 | -2,714 | -3.8% | Q1 2026 | Apr 15, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 67,937 | 3,356 | 0.37% | 0.39% | 127 | -2,610 | -3.7% | Q1 2026 | Apr 28, 2026 |
| National Philanthropic Trust | History | No change | 67,474 | 3,333 | 0.04% | 0.03% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 66,863 | 3,303 | 0.15% | 0.17% | 129 | -10,253 | -13.3% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Added to | 65,642 | 3,242 | 0.0% | 0.0% | 130 | +7,359 | 12.63% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 65,402 | 3,230 | 0.02% | 0.02% | 131 | +14,456 | 28.38% | Q1 2026 | May 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 63,449 | 3,134 | 0.22% | 0.14% | 132 | +23,432 | 58.56% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 60,892 | 3,008 | 0.0% | 0.0% | 133 | +22,741 | 59.61% | Q1 2026 | May 05, 2026 |
| ENZI WEALTH | History | Reduced | 60,496 | 2,988 | 1.04% | 1.26% | 134 | -10,866 | -15.23% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 59,352 | 2,932 | 0.01% | 0.01% | 135 | +104 | 0.18% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 59,303 | 2,929 | 0.01% | 0.02% | 136 | +166 | 0.28% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 59,051 | 2,917 | 0.01% | 0.03% | 137 | -109,526 | -64.97% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 58,518 | 2,890 | 0.07% | 0.07% | 138 | +549 | 0.95% | Q1 2026 | Apr 07, 2026 |
| Strategic Advisors LLC | History | Added to | 57,842 | 2,857 | 0.47% | 0.43% | 139 | +881 | 1.55% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 56,863 | 2,809 | 0.17% | 0.18% | 140 | -2,886 | -4.83% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 56,047 | 2,768 | 0.03% | 0.03% | 141 | +5,541 | 10.97% | Q1 2026 | Apr 16, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 55,120 | 2,722 | 2.44% | 1.09% | 142 | +32,140 | 139.86% | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 54,808 | 2,707 | 0.26% | 0.26% | 143 | +807 | 1.49% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 53,941 | 2,664 | 0.0% | 0.0% | 144 | +4,568 | 9.25% | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Reduced | 53,869 | 2,661 | 0.24% | 0.24% | 145 | -1,394 | -2.52% | Q1 2026 | Apr 17, 2026 |
| HighPoint Advisor Group LLC | History | New | 53,726 | 2,654 | 0.11% | — | 146 | +53,726 | New | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 52,928 | 2,614 | 0.28% | 0.26% | 147 | +600 | 1.15% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 52,792 | 2,607 | 0.1% | 0.01% | 148 | +46,501 | 739.17% | Q1 2026 | May 19, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 51,383 | 2,538 | 0.01% | 0.01% | 149 | -646 | -1.24% | Q1 2026 | May 05, 2026 |
| Oath Planning, LLC | History | Added to | 51,149 | 2,526 | 2.24% | 2.1% | 150 | +6,912 | 15.62% | Q1 2026 | May 08, 2026 |
| Jordan Park Group LLC | History | Reduced | 49,846 | 2,462 | 0.13% | 0.14% | 151 | -536 | -1.06% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | New | 47,119 | 2,440 | 0.06% | — | 152 | +47,119 | New | Q1 2026 | May 14, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 45,225 | 2,234 | 0.9% | 0.96% | 153 | -1,050 | -2.27% | Q1 2026 | Apr 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 43,664 | 2,157 | 0.0% | 0.0% | 154 | -3,972 | -8.34% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Added to | 43,669 | 2,157 | 0.05% | 0.04% | 155 | +2,586 | 6.29% | Q1 2026 | May 11, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 43,191 | 2,133 | 0.77% | 0.78% | 156 | -131 | -0.3% | Q1 2026 | Apr 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 40,813 | 2,016 | 0.06% | 0.05% | 157 | +14,904 | 57.52% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 38,737 | 1,913 | 0.03% | 0.01% | 158 | +25,126 | 184.6% | Q1 2026 | May 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 39,370 | 1,900 | 0.07% | 0.0% | 159 | +39,092 | 14061.87% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 37,611 | 1,857 | 0.14% | 0.14% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Reduced | 36,529 | 1,804 | 0.37% | 0.37% | 161 | -40,239 | -52.42% | Q1 2026 | Apr 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 35,694 | 1,763 | 0.0% | 0.0% | 162 | +549 | 1.56% | Q1 2026 | May 08, 2026 |
| Evercore Wealth Management, LLC | History | No change | 35,624 | 1,759 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 35,243 | 1,740 | 0.02% | 0.02% | 164 | -158 | -0.45% | Q1 2026 | Apr 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 34,987 | 1,688 | 0.11% | 0.09% | 165 | -5,515 | -13.62% | Q1 2026 | Apr 24, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 33,787 | 1,669 | 0.78% | 0.74% | 166 | +1,123 | 3.44% | Q1 2026 | Apr 15, 2026 |
| Able Wealth Management LLC | History | Reduced | 33,716 | 1,665 | 0.45% | 0.84% | 167 | -21,325 | -38.74% | Q1 2026 | Apr 24, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 32,809 | 1,620 | 0.35% | 0.33% | 168 | +210 | 0.64% | Q1 2026 | May 08, 2026 |
| ATX Financial Planning, LLC | History | Added to | 32,739 | 1,617 | 1.23% | 0.78% | 169 | +11,759 | 56.05% | Q1 2026 | Apr 30, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 32,405 | 1,600 | 0.03% | 0.03% | 170 | -300 | -0.92% | Q1 2026 | Apr 21, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 32,167 | 1,589 | 0.13% | 0.13% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 31,342 | 1,548 | 0.01% | 0.0% | 172 | -1,080 | -3.33% | Q1 2026 | May 14, 2026 |
| Illumine Investment Management, LLC | History | Added to | 31,177 | 1,540 | 1.18% | 1.07% | 173 | +581 | 1.9% | Q1 2026 | May 04, 2026 |
| Orin Green Financial, LLC | History | No change | 31,158 | 1,539 | 0.63% | 0.6% | 174 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 31,085 | 1,535 | 0.8% | 0.33% | 175 | +5,724 | 22.57% | Q1 2026 | Apr 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 30,871 | 1,525 | 1.11% | 1.47% | 176 | -6,090 | -16.48% | Q1 2026 | Apr 27, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 30,349 | 1,499 | 0.21% | 0.2% | 177 | +1,242 | 4.27% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 30,356 | 1,460 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sageworth Trust Co | History | No change | 29,280 | 1,446 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 28,751 | 1,443 | 0.1% | 0.09% | 180 | +153 | 0.54% | Q1 2026 | May 01, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 29,181 | 1,441 | 0.14% | 0.14% | 181 | -327 | -1.11% | Q1 2026 | Apr 15, 2026 |
| LexAurum Advisors, LLC | History | New | 28,770 | 1,421 | 0.18% | — | 182 | +28,770 | New | Q1 2026 | Apr 13, 2026 |
| Wedmont Private Capital | History | No change | 27,488 | 1,420 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 28,222 | 1,394 | 0.2% | 0.16% | 184 | +3,480 | 14.07% | Q1 2026 | May 13, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 28,127 | 1,380 | 0.38% | 0.4% | 185 | -281 | -0.99% | Q1 2026 | Apr 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 27,545 | 1,360 | 0.05% | 0.04% | 186 | +1,786 | 6.93% | Q1 2026 | May 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 27,299 | 1,348 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 27,003 | 1,334 | 0.0% | 0.0% | 188 | +8,866 | 48.88% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 26,791 | 1,323 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 25,851 | 1,277 | 0.12% | 0.07% | 190 | +10,742 | 71.1% | Q1 2026 | May 06, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 25,719 | 1,270 | 0.37% | 0.37% | 191 | -203 | -0.78% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | Added to | 25,536 | 1,261 | 0.01% | 0.0% | 192 | +25,064 | 5310.17% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Added to | 25,538 | 1,261 | 0.02% | 0.01% | 193 | +10,618 | 71.17% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 25,501 | 1,259 | 0.2% | 0.12% | 194 | +6,915 | 37.21% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 25,094 | 1,239 | 0.0% | 0.0% | 195 | +12,500 | 99.25% | Q1 2026 | May 06, 2026 |
| Synergy Investment Management, LLC | History | Added to | 24,944 | 1,232 | 0.4% | 0.28% | 196 | +8,235 | 49.28% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 24,521 | 1,211 | 0.02% | 0.02% | 197 | -264 | -1.07% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 24,104 | 1,190 | 0.02% | 0.02% | 198 | +1,103 | 4.8% | Q1 2026 | May 07, 2026 |
| GM Advisory Group, LLC | History | Reduced | 23,867 | 1,179 | 0.05% | 0.05% | 199 | -2,001 | -7.74% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 23,128 | 1,142 | 0.0% | 0.0% | 200 | +904 | 4.07% | Q1 2026 | May 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 22,957 | 1,134 | 0.02% | — | 201 | +22,957 | New | Q1 2026 | May 15, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Reduced | 22,909 | 1,131 | 0.57% | 2.02% | 202 | -55,281 | -70.7% | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 22,603 | 1,116 | 0.0% | 0.0% | 203 | +1,226 | 5.74% | Q1 2026 | May 08, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 21,851 | 1,079 | 0.02% | 0.03% | 204 | -1,151 | -5.0% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 21,710 | 1,072 | 0.15% | 0.14% | 205 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 21,356 | 1,055 | 0.21% | 0.17% | 206 | +4,428 | 26.16% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 21,241 | 1,049 | 0.01% | 0.01% | 207 | +4,587 | 27.54% | Q1 2026 | May 11, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 21,168 | 1,045 | 0.35% | 0.35% | 208 | +104 | 0.49% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 21,010 | 1,037 | 0.01% | 0.01% | 209 | -4,731 | -18.38% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Added to | 20,773 | 1,026 | 0.03% | 0.03% | 210 | +463 | 2.28% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 19,780 | 977 | 0.02% | 0.02% | 211 | +1,237 | 6.67% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 19,560 | 966 | 0.12% | 0.1% | 212 | +2,880 | 17.27% | Q1 2026 | May 12, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 19,573 | 966 | 0.3% | 0.33% | 213 | -2,069 | -9.56% | Q1 2026 | Apr 22, 2026 |
| Bellwether Advisors, LLC | History | No change | 18,831 | 930 | 0.16% | 0.14% | 214 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KKM Financial LLC | History | No change | 19,301 | 928 | 0.16% | 0.16% | 215 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 18,281 | 903 | 0.02% | 0.08% | 216 | -67,438 | -78.67% | Q1 2026 | Apr 15, 2026 |
| Hilltop Holdings Inc. | History | No change | 17,866 | 882 | 0.08% | 0.05% | 217 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 17,250 | 873 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 17,540 | 866 | 0.04% | 0.05% | 219 | -5,036 | -22.31% | Q1 2026 | May 04, 2026 |
| Clark Capital Management Group, Inc. | History | New | 17,506 | 864 | 0.01% | — | 220 | +17,506 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 17,473 | 863 | 0.02% | 0.02% | 221 | -250 | -1.41% | Q1 2026 | May 11, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 16,815 | 830 | 0.28% | 0.33% | 222 | -4,112 | -19.65% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | New | 16,492 | 814 | 0.01% | — | 223 | +16,492 | New | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 16,260 | 803 | 0.09% | 0.09% | 224 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 16,006 | 790 | 0.51% | 1.43% | 225 | -27,455 | -63.17% | Q1 2026 | Apr 14, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 15,978 | 789 | 0.11% | 0.14% | 226 | -5,732 | -26.4% | Q1 2026 | Apr 13, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 15,724 | 776 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 15,576 | 769 | 0.03% | 0.04% | 228 | +7,654 | 96.62% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 15,118 | 764 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,116 | 746 | 0.0% | 0.0% | 230 | -2,474 | -14.06% | Q1 2026 | Apr 30, 2026 |
| Berkeley, Inc | History | Reduced | 14,981 | 740 | 0.25% | 0.24% | 231 | -620 | -3.97% | Q1 2026 | Apr 24, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 14,958 | 738 | 0.11% | — | 233 | +14,958 | New | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 14,952 | 738 | 0.01% | 0.01% | 232 | -399 | -2.6% | Q1 2026 | Apr 10, 2026 |
| Greenline Wealth Management LLC | History | Reduced | 14,842 | 733 | 0.85% | 0.98% | 234 | -4,779 | -24.36% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 14,827 | 732 | 0.02% | 0.02% | 235 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,793 | 730 | 0.01% | 0.01% | 236 | +5,789 | 64.29% | Q1 2026 | May 15, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 14,349 | 708 | 0.12% | 0.13% | 237 | -992 | -6.47% | Q1 2026 | May 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 14,282 | 705 | 0.24% | 0.24% | 238 | +574 | 4.19% | Q1 2026 | Apr 23, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 13,920 | 687 | 0.25% | 0.24% | 239 | +308 | 2.26% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 13,417 | 662 | 0.02% | 0.02% | 240 | -74 | -0.55% | Q1 2026 | May 12, 2026 |
| Family Office Research LLC | History | No change | 13,040 | 644 | 0.28% | 0.26% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 13,024 | 643 | 0.0% | — | 242 | +13,024 | New | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 13,005 | 642 | 0.02% | 0.02% | 243 | -1,011 | -7.21% | Q1 2026 | Apr 14, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 12,906 | 637 | 0.24% | 1.77% | 244 | -79,782 | -86.08% | Q1 2026 | Apr 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 12,800 | 632 | 0.07% | 0.06% | 245 | +811 | 6.76% | Q1 2026 | Apr 16, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 12,458 | 615 | 0.3% | 0.33% | 247 | -72 | -0.57% | Q1 2026 | Apr 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 12,466 | 615 | 0.08% | 0.07% | 246 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clarius Group, LLC | History | No change | 12,532 | 602 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clear Trail Advisors, LLC | History | No change | 12,082 | 596 | 0.1% | 0.13% | 249 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 11,869 | 586 | 0.06% | 0.07% | 250 | -665 | -5.31% | Q1 2026 | Apr 20, 2026 |
| OneAscent Financial Services LLC | History | Added to | 11,721 | 579 | 0.03% | 0.05% | 251 | +44 | 0.38% | Q1 2026 | Apr 21, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 11,678 | 576 | 0.15% | 0.16% | 252 | -252 | -2.11% | Q1 2026 | May 11, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 11,578 | 571 | 0.32% | 0.32% | 253 | -189 | -1.61% | Q1 2026 | Apr 16, 2026 |
| Evanson Asset Management, LLC | History | No change | 11,341 | 560 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sentinel Advisory Group, LLC | History | New | 11,317 | 559 | 0.27% | — | 255 | +11,317 | New | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 11,064 | 546 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 11,002 | 543 | 0.04% | 0.03% | 257 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Auxano Advisors, LLC | History | Reduced | 10,950 | 540 | 0.11% | 0.11% | 258 | -1,150 | -9.5% | Q1 2026 | May 01, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 10,944 | 540 | 0.44% | 0.43% | 259 | +33 | 0.3% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,873 | 537 | 0.0% | 0.0% | 260 | +538 | 5.21% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | Added to | 10,727 | 529 | 0.0% | 0.0% | 261 | +866 | 8.78% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,705 | 528 | 0.0% | — | 262 | +10,705 | New | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 10,677 | 527 | 0.0% | 0.0% | 263 | +4,612 | 76.04% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 10,541 | 520 | 0.01% | 0.01% | 264 | -103 | -0.97% | Q1 2026 | May 12, 2026 |
| Lutz Financial Services LLC | History | No change | 10,469 | 517 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,705 | 515 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,491 | 504 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Valued Retirements, Inc. | History | No change | 10,118 | 499 | 0.49% | 0.48% | 268 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 9,998 | 493 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,932 | 490 | 0.0% | 0.0% | 270 | +1,356 | 15.81% | Q1 2026 | May 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 9,898 | 488 | 0.03% | 0.03% | 271 | -100 | -1.0% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 9,862 | 487 | 0.01% | 0.01% | 272 | -217 | -2.15% | Q1 2026 | May 04, 2026 |
| Tidemark, LLC | History | Reduced | 9,802 | 484 | 0.12% | 0.14% | 273 | -116 | -1.17% | Q1 2026 | May 07, 2026 |
| Waterloo Capital, L.P. | History | New | 9,660 | 477 | 0.03% | — | 274 | +9,660 | New | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,573 | 472 | 0.0% | 0.0% | 275 | +250 | 2.68% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 9,488 | 468 | 0.17% | — | 276 | +9,488 | New | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | New | 9,351 | 461 | 0.03% | — | 277 | +9,351 | New | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | New | 9,083 | 456 | 0.02% | — | 279 | +9,083 | New | Q1 2026 | May 14, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 9,238 | 456 | 0.16% | 0.17% | 278 | -539 | -5.51% | Q1 2026 | Apr 21, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 9,083 | 455 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 9,143 | 451 | 0.01% | — | 281 | +9,143 | New | Q1 2026 | May 15, 2026 |
| LVW Advisors, LLC | History | No change | 9,090 | 449 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9,027 | 445 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,948 | 442 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 8,947 | 441 | 0.02% | 0.01% | 285 | +2,180 | 32.22% | Q1 2026 | May 14, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 8,894 | 439 | 0.13% | 0.13% | 287 | +88 | 1.0% | Q1 2026 | Apr 20, 2026 |
| Advisor OS, LLC | History | No change | 8,890 | 439 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 8,753 | 432 | 0.0% | 0.0% | 289 | +2,521 | 40.45% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 9,000 | 432 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Garde Capital, Inc. | History | No change | 8,700 | 429 | 0.03% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 8,308 | 410 | 0.0% | 0.0% | 291 | +16 | 0.19% | Q1 2026 | May 05, 2026 |
| Curi Capital, LLC | History | Reduced | 8,278 | 408 | 0.01% | 0.01% | 292 | -90 | -1.08% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 8,262 | 408 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 8,170 | 403 | 0.12% | 0.12% | 294 | -8 | -0.1% | Q1 2026 | Apr 30, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,076 | 398 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,946 | 392 | 0.01% | 0.01% | 296 | -1,316 | -14.21% | Q1 2026 | Apr 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 7,926 | 391 | 0.01% | 0.01% | 297 | +651 | 8.95% | Q1 2026 | Apr 20, 2026 |
| CAPE ANN SAVINGS BANK | History | New | 7,904 | 390 | 0.2% | — | 298 | +7,904 | New | Q1 2026 | Apr 27, 2026 |
| Strive Financial Group ,LLC | History | Added to | 7,756 | 383 | 0.2% | 0.17% | 299 | +886 | 12.9% | Q1 2026 | May 15, 2026 |
| Carson Advisory Inc. | History | Reduced | 7,667 | 378 | 0.2% | 0.22% | 300 | -985 | -11.38% | Q1 2026 | May 07, 2026 |