SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - DIA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,096,738 | 3,287,138 | 0.37% | 0.45% | 1 | -949,155 | -11.8% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,045,891 | 3,263,586 | 0.42% | 0.47% | 2 | +628,079 | 9.79% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,356,289 | 2,944,169 | 0.48% | 0.56% | 3 | -1,450,685 | -18.58% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,779,679 | 2,677,089 | 0.31% | 0.48% | 4 | -2,448,183 | -29.75% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,668,887 | 1,699,392 | 0.1% | 0.08% | 5 | +707,339 | 23.88% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,346,491 | 1,086,871 | 0.08% | 0.08% | 6 | +133,382 | 6.03% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,623,835 | 752,143 | 0.2% | 0.22% | 7 | -26,157 | -1.59% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,236,795 | 572,870 | 0.11% | 0.12% | 8 | -151,466 | -10.91% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 996,273 | 461,463 | 0.19% | 0.26% | 9 | -273,159 | -21.52% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 970,277 | 449,422 | 0.07% | 0.09% | 10 | -228,781 | -19.08% | Q1 2026 | May 05, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 819 | 379,353 | 16.85% | 4.54% | 11 | -31,328 | -97.45% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 804,574 | 372,671 | 0.07% | 0.06% | 12 | +32,904 | 4.26% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 699,900 | 324,186 | 0.38% | 0.09% | 13 | +519,400 | 287.76% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 692,791 | 313,183 | 0.02% | 0.02% | 14 | +101,130 | 17.09% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 643,192 | 297,920 | 0.11% | 0.13% | 15 | -112,372 | -14.87% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 577,802 | 267,589 | 0.3% | 0.33% | 16 | -19,535 | -3.27% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 241,923 | 257,052 | 0.12% | 0.17% | 17 | -171,473 | -41.48% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 516,647 | 239,303 | 0.07% | 0.07% | 18 | +45,789 | 9.72% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 483,322 | 223,813 | 0.05% | 0.06% | 19 | -35,791 | -6.89% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 483,145 | 223,787 | 0.1% | 0.13% | 20 | -145,642 | -23.16% | Q1 2026 | May 11, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 391,575 | 181,373 | 0.96% | 0.98% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TCM Advisors, LLC | History | Reduced | 292,611 | 135,534 | 9.98% | 13.09% | 22 | -64,400 | -18.04% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 263,469 | 121,215 | 0.13% | 0.14% | 23 | -762 | -0.29% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 268,187 | 121,076 | 0.06% | 0.07% | 24 | +35,482 | 15.25% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 261,574 | 120,756 | 0.06% | 0.0% | 25 | +259,049 | 10259.37% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 247,243 | 114,520 | 0.03% | 0.03% | 26 | +6,452 | 2.68% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 241,967 | 112,076 | 0.12% | 0.05% | 27 | +143,597 | 145.98% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 234,166 | 108,463 | 0.07% | 0.07% | 28 | -4,179 | -1.75% | Q1 2026 | May 07, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 215,773 | 103,389 | 14.42% | 14.92% | 29 | +422 | 0.2% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 215,428 | 99,867 | 0.15% | 0.16% | 30 | -15,746 | -6.81% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 207,535 | 96,128 | 0.13% | 0.14% | 31 | -15,918 | -7.12% | Q1 2026 | Apr 27, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 205,145 | 95,021 | 9.73% | 9.47% | 32 | -1,429 | -0.69% | Q1 2026 | Apr 21, 2026 |
| THOR TRADING ADVISORS, LLC | History | Added to | 200,763 | 92,991 | 38.53% | 39.71% | 33 | +2,640 | 1.33% | Q1 2026 | May 07, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | No change | 200,000 | 92,638 | 3.4% | 2.64% | 34 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 191,553 | 88,736 | 0.08% | 0.08% | 35 | +11,469 | 6.37% | Q1 2026 | May 12, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 183,762 | 85,116 | 0.15% | 0.4% | 36 | -371,881 | -66.93% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 165,079 | 76,462 | 0.41% | 0.43% | 37 | +2,268 | 1.39% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 164,514 | 76,201 | 0.04% | 0.05% | 38 | -8,637 | -4.99% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 162,465 | 75,252 | 0.1% | 0.1% | 39 | +6,427 | 4.12% | Q1 2026 | Apr 27, 2026 |
| SG Americas Securities, LLC | History | Added to | 150,011 | 69,484 | 0.07% | 0.03% | 40 | +97,609 | 186.27% | Q1 2026 | Apr 16, 2026 |
| Optiver Holding B.V. | History | New | 142,128 | 65,832 | 0.02% | — | 41 | +142,128 | New | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | New | 128,000 | 59,288 | 1.2% | — | 42 | +128,000 | New | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 124,098 | 57,480 | 0.1% | 0.15% | 43 | -42,940 | -25.71% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 123,862 | 57,371 | 0.15% | 0.14% | 44 | -51 | -0.04% | Q1 2026 | May 15, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | Added to | 119,700 | 55,443 | 0.09% | 0.07% | 45 | +25,800 | 27.48% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 114,976 | 53,255 | 0.6% | 0.63% | 46 | -226 | -0.2% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 113,713 | 52,670 | 0.25% | 0.22% | 47 | +17,669 | 18.4% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 110,251 | 51,067 | 0.03% | 0.04% | 48 | +655 | 0.6% | Q1 2026 | May 12, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 108,972 | 50,556 | 10.77% | 11.87% | 49 | -177 | -0.16% | Q1 2026 | May 08, 2026 |
| TCP Asset Management, LLC | History | Added to | 107,682 | 49,877 | 6.41% | 6.33% | 50 | +29,461 | 37.66% | Q1 2026 | Apr 10, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 105,267 | 48,813 | 3.62% | 3.85% | 51 | -2,113 | -1.97% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 105,246 | 48,749 | 0.13% | 0.15% | 52 | -9,460 | -8.25% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 104,169 | 48,252 | 0.05% | 0.06% | 53 | -2,587 | -2.42% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 102,400 | 47,430 | 0.06% | 0.05% | 54 | +16,100 | 18.66% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 102,290 | 47,379 | 0.0% | 0.0% | 55 | +9,847 | 10.65% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 97,400 | 45,114 | 0.12% | 0.12% | 56 | -30,000 | -23.55% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 95,200 | 44,095 | 0.04% | — | 57 | +95,200 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 94,615 | 43,824 | 0.55% | 0.48% | 58 | +14,976 | 18.8% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 93,424 | 43,273 | 0.08% | 0.07% | 59 | +11,199 | 13.62% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 93,307 | 43,218 | 0.06% | 0.03% | 60 | +38,307 | 69.65% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 93,128 | 43,136 | 0.06% | 0.06% | 61 | +5,780 | 6.62% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 90,909 | 42,108 | 0.07% | 0.23% | 62 | -247,823 | -73.16% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 85,310 | 39,513 | 0.05% | 0.05% | 63 | +6,346 | 8.04% | Q1 2026 | May 13, 2026 |
| MYDA Advisors LLC | History | Added to | 85,000 | 39,371 | 6.48% | 3.66% | 64 | +45,000 | 112.5% | Q1 2026 | May 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 84,570 | 39,171 | 4.13% | 4.22% | 65 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LM Advisors LLC | History | Reduced | 16,828 | 36,299 | 0.57% | 0.66% | 66 | -714 | -4.07% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Added to | 73,837 | 34,200 | 0.46% | 0.39% | 67 | +6,980 | 10.44% | Q1 2026 | May 14, 2026 |
| AIA Group Ltd | History | Added to | 66,911 | 30,992 | 0.45% | 0.01% | 68 | +64,846 | 3140.24% | Q1 2026 | May 06, 2026 |
| DV Trading LLC | History | Reduced | 66,213 | 30,669 | 0.73% | 1.35% | 69 | -33,886 | -33.85% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 76,005 | 30,087 | 0.06% | 0.07% | 70 | -23,152 | -23.35% | Q1 2026 | Apr 08, 2026 |
| IMC-Chicago, LLC | History | Added to | 64,819 | 30,023 | 0.01% | 0.01% | 71 | +15,692 | 31.94% | Q1 2026 | May 05, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 64,469 | 29,922 | 0.91% | 0.96% | 72 | +3,193 | 5.21% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 64,436 | 29,846 | 0.01% | 0.01% | 73 | -11,795 | -15.47% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 62,831 | 29,103 | 1.1% | 1.11% | 74 | -296 | -0.47% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 62,668 | 29,027 | 0.0% | 0.0% | 75 | -1,468 | -2.29% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 62,178 | 28,800 | 0.15% | 0.14% | 76 | +7,233 | 13.16% | Q1 2026 | May 08, 2026 |
| NATIXIS | History | Added to | 61,577 | 28,521 | 0.1% | 0.05% | 77 | +32,005 | 108.23% | Q1 2026 | May 14, 2026 |
| CHARTIST INC /CA/ | History | Reduced | 60,607 | 28,072 | 20.16% | 19.86% | 78 | -375 | -0.61% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 60,236 | 27,900 | 0.01% | 0.0% | 79 | +1,239 | 2.1% | Q1 2026 | May 05, 2026 |
| Shulman DeMeo Asset Management LLC | History | New | 60,075 | 27,826 | 5.91% | — | 80 | +60,075 | New | Q1 2026 | Apr 09, 2026 |
| Select Asset Management & Trust | History | Added to | 59,491 | 27,556 | 8.61% | 8.73% | 81 | +1,076 | 1.84% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 57,990 | 26,860 | 0.04% | 0.08% | 82 | -46,064 | -44.27% | Q1 2026 | May 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 53,691 | 24,868 | 0.27% | 0.3% | 83 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| XTX Topco Ltd | History | Added to | 53,196 | 24,639 | 0.43% | 0.2% | 84 | +37,725 | 243.84% | Q1 2026 | May 15, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 52,060 | 24,113 | 10.12% | 10.0% | 85 | -1,129 | -2.12% | Q1 2026 | Apr 29, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 51,398 | 23,806 | 2.95% | 3.08% | 86 | -354 | -0.68% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 49,253 | 23,615 | 0.15% | 0.13% | 87 | +11,151 | 29.27% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 49,170 | 22,774 | 0.18% | 0.24% | 88 | +7,161 | 17.05% | Q1 2026 | May 15, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 48,876 | 22,639 | 2.05% | 2.2% | 89 | -1,853 | -3.65% | Q1 2026 | May 04, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 48,431 | 22,480 | 1.47% | 1.52% | 90 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 47,282 | 21,900 | 0.74% | 0.17% | 91 | +1,214 | 2.64% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 45,327 | 20,994 | 0.06% | 0.05% | 92 | -552 | -1.2% | Q1 2026 | May 04, 2026 |
| AMG National Trust Bank | History | Added to | 45,225 | 20,947 | 0.45% | 0.5% | 93 | +1,083 | 2.45% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 44,945 | 20,862 | 0.27% | 0.32% | 94 | +150 | 0.33% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 44,559 | 20,639 | 0.06% | 0.05% | 95 | +7,298 | 19.59% | Q1 2026 | May 08, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 43,712 | 20,246 | 4.16% | 4.03% | 96 | +2,605 | 6.34% | Q1 2026 | Apr 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 43,537 | 20,165 | 0.26% | 0.29% | 97 | -3,261 | -6.97% | Q1 2026 | Apr 21, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 43,000 | 19,917 | 0.03% | — | 98 | +43,000 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 42,092 | 19,496 | 0.07% | 0.1% | 99 | -6,997 | -14.25% | Q1 2026 | Apr 30, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 41,500 | 19,222 | 0.09% | 0.08% | 100 | -15,700 | -27.45% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 40,744 | 18,872 | 0.08% | 0.08% | 101 | -1,634 | -3.86% | Q1 2026 | May 14, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 38,996 | 18,062 | 8.81% | 12.47% | 102 | -14,001 | -26.42% | Q1 2026 | Apr 29, 2026 |
| Nokomis Capital, L.L.C. | History | Reduced | 38,880 | 18,008 | 5.17% | 5.94% | 103 | -13,338 | -25.54% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 37,660 | 17,460 | 0.28% | 0.27% | 104 | +3,405 | 9.94% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 37,219 | 17,239 | 0.19% | 0.21% | 105 | -1,592 | -4.1% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 36,701 | 16,999 | 0.88% | 0.91% | 106 | +659 | 1.83% | Q1 2026 | Apr 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 36,037 | 16,780 | 0.05% | 0.1% | 107 | +3,608 | 11.13% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 38,663 | 16,755 | 0.02% | 0.02% | 108 | +8,323 | 27.43% | Q1 2026 | May 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 36,146 | 16,742 | 2.48% | 2.96% | 109 | -35,985 | -49.89% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 36,041 | 16,693 | 0.2% | 0.17% | 110 | +10,455 | 40.86% | Q1 2026 | Apr 23, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 35,760 | 16,563 | 14.84% | — | 111 | +35,760 | New | Q1 2026 | May 05, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 35,558 | 16,470 | 0.66% | 0.63% | 112 | +1,717 | 5.07% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Added to | 35,294 | 16,343 | 0.08% | 0.09% | 113 | +900 | 2.62% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 35,145 | 16,278 | 0.08% | 0.09% | 114 | +418 | 1.2% | Q1 2026 | May 11, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 35,102 | 16,259 | 2.87% | 3.15% | 115 | -7,237 | -17.09% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 34,639 | 15,984 | 0.02% | 0.02% | 116 | -85,171 | -71.09% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 32,900 | 15,239 | 0.02% | 0.03% | 117 | -586 | -1.75% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 32,874 | 15,226 | 0.04% | 0.02% | 118 | +22,136 | 206.15% | Q1 2026 | May 14, 2026 |
| Vision Retirement, LLC | History | Added to | 32,509 | 15,057 | 4.28% | 4.07% | 119 | +938 | 2.97% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 32,391 | 15,003 | 0.03% | 0.03% | 120 | +3,197 | 10.95% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 32,136 | 14,882 | 0.01% | 0.01% | 121 | +2,284 | 7.65% | Q1 2026 | May 14, 2026 |
| All Terrain Financial Advisors, LLC | History | Reduced | 31,598 | 14,635 | 3.44% | 3.53% | 122 | -190 | -0.6% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 31,488 | 14,585 | 0.73% | 0.69% | 123 | +3,968 | 14.42% | Q1 2026 | Apr 23, 2026 |
| MKT Advisors LLC | History | Reduced | 31,015 | 14,449 | 4.84% | 5.27% | 124 | -544 | -1.72% | Q1 2026 | Apr 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 31,011 | 14,364 | 0.18% | 0.17% | 125 | +3,577 | 13.04% | Q1 2026 | May 11, 2026 |
| Royal Fund Management, LLC | History | New | 30,705 | 14,222 | 1.35% | — | 126 | +30,705 | New | Q1 2026 | May 19, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 28,019 | 13,929 | 0.83% | 1.46% | 127 | -17,987 | -39.1% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 30,022 | 13,905 | 0.17% | 0.18% | 128 | +319 | 1.07% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 29,964 | 13,879 | 0.4% | 0.41% | 129 | +935 | 3.22% | Q1 2026 | Apr 21, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 29,875 | 13,837 | 7.47% | 7.77% | 130 | +662 | 2.27% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 29,456 | 13,643 | 0.02% | 0.01% | 131 | +25,045 | 567.79% | Q1 2026 | May 01, 2026 |
| Capital Management Associates, Inc | History | Added to | 29,008 | 13,436 | 3.04% | 2.79% | 132 | +2,731 | 10.39% | Q1 2026 | Apr 22, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 28,975 | 13,420 | 0.04% | 0.01% | 133 | +19,863 | 217.99% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,437 | 13,171 | 0.01% | 0.01% | 134 | +3,449 | 13.8% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 27,720 | 12,839 | 0.98% | 0.84% | 135 | +4,688 | 20.35% | Q1 2026 | Apr 08, 2026 |
| L & S Advisors Inc | History | Reduced | 27,315 | 12,652 | 1.59% | 1.36% | 136 | -3,308 | -10.8% | Q1 2026 | May 11, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 27,032 | 12,520 | 2.36% | 2.53% | 137 | -733 | -2.64% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Holdings, LLC | History | Added to | 26,807 | 12,416 | 4.01% | 4.11% | 138 | +1,467 | 5.79% | Q1 2026 | May 08, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 26,316 | 12,189 | 1.02% | 1.01% | 139 | +1,147 | 4.56% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 25,200 | 12,110 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 25,953 | 12,021 | 8.12% | 7.96% | 141 | +2,572 | 11.0% | Q1 2026 | Apr 28, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Reduced | 25,536 | 11,828 | 6.87% | 6.78% | 142 | -96 | -0.37% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 25,044 | 11,689 | 0.24% | 0.26% | 143 | +2 | 0.01% | Q1 2026 | Apr 28, 2026 |
| Benin Management CORP | History | Reduced | 24,907 | 11,536 | 2.59% | 2.79% | 144 | -1,108 | -4.26% | Q1 2026 | Apr 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 24,751 | 11,464 | 0.78% | 0.81% | 145 | -227 | -0.91% | Q1 2026 | May 06, 2026 |
| Worth Asset Management, LLC | History | New | 24,512 | 11,353 | 4.23% | — | 146 | +24,512 | New | Q1 2026 | Apr 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 24,490 | 11,343 | 0.04% | 0.05% | 147 | -1,417 | -5.47% | Q1 2026 | May 13, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 24,166 | 11,193 | 5.47% | 5.63% | 148 | -1,029 | -4.08% | Q1 2026 | Apr 08, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 24,106 | 11,165 | 3.19% | 4.98% | 149 | -11,312 | -31.94% | Q1 2026 | Apr 28, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 24,400 | 11,030 | 0.01% | — | 150 | +24,400 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 23,534 | 10,902 | 0.08% | 0.09% | 151 | -226 | -0.95% | Q1 2026 | May 14, 2026 |
| J. Goldman & Co LP | History | New | 23,437 | 10,855 | 0.32% | — | 152 | +23,437 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 22,901 | 10,607 | 0.0% | 0.0% | 153 | +2,091 | 10.05% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 22,650 | 10,491 | 0.02% | 0.01% | 154 | +4,991 | 28.26% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 22,589 | 10,462 | 0.04% | 0.04% | 155 | -656 | -2.82% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 58,665 | 10,444 | 0.48% | 0.11% | 156 | -7,271 | -11.03% | Q1 2026 | May 15, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 21,732 | 10,443 | 4.3% | 4.3% | 157 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 22,076 | 10,225 | 0.4% | 0.4% | 158 | -92 | -0.42% | Q1 2026 | May 12, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 21,839 | 10,115 | 0.55% | 0.58% | 159 | -1,278 | -5.53% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 21,593 | 10,016 | 0.03% | 0.03% | 160 | +296 | 1.39% | Q1 2026 | May 13, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | No change | 21,499 | 9,958 | 8.41% | 8.38% | 161 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 19,479 | 9,518 | 0.17% | 0.02% | 162 | +18,611 | 2144.12% | Q1 2026 | May 01, 2026 |
| Csenge Advisory Group | History | Reduced | 20,512 | 9,500 | 0.43% | 0.45% | 163 | -194 | -0.94% | Q1 2026 | Apr 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 20,471 | 9,481 | 1.36% | 1.23% | 164 | +2,950 | 16.84% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 20,362 | 9,431 | 0.05% | 0.06% | 165 | +2,063 | 11.27% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 19,728 | 9,137 | 0.06% | 0.05% | 166 | +1,549 | 8.52% | Q1 2026 | May 05, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 19,500 | 9,032 | 0.07% | — | 167 | +19,500 | New | Q1 2026 | May 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 19,310 | 8,944 | 3.39% | 3.27% | 168 | +679 | 3.64% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 18,978 | 8,790 | 0.11% | 0.12% | 169 | -24 | -0.13% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 18,776 | 8,697 | 0.06% | 0.09% | 170 | -5,696 | -23.28% | Q1 2026 | Apr 15, 2026 |
| Tudor Financial Inc. | History | Reduced | 18,771 | 8,694 | 4.44% | 4.64% | 171 | -93 | -0.49% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 18,721 | 8,672 | 0.02% | 0.01% | 172 | +9,456 | 102.06% | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 18,682 | 8,653 | 0.36% | 0.37% | 173 | -128 | -0.68% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 18,442 | 8,560 | 0.23% | 0.25% | 174 | -1,750 | -8.67% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 18,225 | 8,483 | 0.15% | 0.15% | 175 | +685 | 3.91% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 17,725 | 8,210 | 0.3% | 0.31% | 176 | +435 | 2.52% | Q1 2026 | May 14, 2026 |
| Kozak & Associates, Inc. | History | Added to | 17,002 | 8,197 | 1.6% | 1.42% | 177 | +2,131 | 14.33% | Q1 2026 | Apr 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 17,673 | 8,186 | 0.06% | 0.05% | 178 | +3,548 | 25.12% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,516 | 8,153 | 0.08% | 0.09% | 179 | +600 | 3.55% | Q1 2026 | Apr 07, 2026 |
| Foster Group, Inc. | History | No change | 17,577 | 8,141 | 0.24% | 0.26% | 180 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 17,252 | 8,052 | 0.09% | 0.1% | 181 | -1,191 | -6.46% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 17,376 | 8,048 | 0.01% | 0.01% | 182 | +1,019 | 6.23% | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 17,373 | 8,047 | 5.42% | 5.78% | 183 | +1,202 | 7.43% | Q1 2026 | May 04, 2026 |
| Oak Harvest Investment Services | History | Reduced | 17,102 | 7,921 | 0.83% | 0.94% | 184 | -875 | -4.87% | Q1 2026 | Apr 22, 2026 |
| CVFG LLC | History | Added to | 16,989 | 7,868 | 0.98% | 5.37% | 185 | +689 | 4.23% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,880 | 7,818 | 0.12% | 0.12% | 186 | +4,245 | 33.6% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 16,859 | 7,808 | 0.86% | 0.91% | 187 | -1,080 | -6.02% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 16,857 | 7,807 | 0.29% | 0.32% | 188 | -1,060 | -5.92% | Q1 2026 | Apr 20, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 16,758 | 7,762 | 2.8% | 2.82% | 189 | +89 | 0.53% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 16,655 | 7,714 | 0.18% | 0.17% | 190 | +2,113 | 14.53% | Q1 2026 | May 15, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 16,633 | 7,704 | 0.04% | 0.22% | 191 | -55,226 | -76.85% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 16,584 | 7,682 | 0.01% | 0.01% | 192 | -238 | -1.41% | Q1 2026 | May 13, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 16,968 | 7,670 | 5.28% | 2.57% | 193 | +2,706 | 18.97% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 16,536 | 7,659 | 0.17% | 0.2% | 194 | -1,700 | -9.32% | Q1 2026 | May 15, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 16,276 | 7,538 | 2.21% | 2.32% | 195 | +301 | 1.88% | Q1 2026 | Apr 16, 2026 |
| King Wealth Management Group | History | Added to | 16,096 | 7,456 | 0.93% | 0.93% | 196 | +17 | 0.11% | Q1 2026 | May 04, 2026 |
| KINTRA WEALTH, LLC | History | New | 15,949 | 7,387 | 0.52% | — | 197 | +15,949 | New | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 15,930 | 7,378 | 0.35% | 0.36% | 198 | +422 | 2.72% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 15,828 | 7,361 | 0.39% | 0.34% | 199 | +557 | 3.65% | Q1 2026 | May 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 15,821 | 7,328 | 0.12% | 0.13% | 200 | +60 | 0.38% | Q1 2026 | Apr 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,745 | 7,292 | 0.04% | 0.01% | 201 | +10,282 | 188.21% | Q1 2026 | May 13, 2026 |
| Echo45 Advisors LLC | History | Added to | 15,683 | 7,264 | 4.09% | 4.23% | 202 | +246 | 1.59% | Q1 2026 | Apr 20, 2026 |
| Mountain Hill Investment Partners Corp. | History | New | 15,676 | 7,260 | 4.3% | — | 203 | +15,676 | New | Q1 2026 | May 01, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 15,272 | 7,074 | 2.36% | 3.97% | 204 | -10,448 | -40.62% | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 15,209 | 7,044 | 0.18% | 0.21% | 205 | -1,463 | -8.78% | Q1 2026 | Apr 07, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 15,168 | 7,025 | 1.11% | 1.35% | 206 | -31 | -0.2% | Q1 2026 | Apr 17, 2026 |
| CHOREO, LLC | History | Reduced | 15,117 | 7,016 | 0.09% | 0.09% | 207 | -12 | -0.08% | Q1 2026 | May 12, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 15,105 | 6,996 | 6.03% | 6.04% | 208 | -260 | -1.69% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | Added to | 15,050 | 6,971 | 0.04% | 0.0% | 209 | +14,595 | 3207.69% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 14,371 | 6,906 | 0.52% | 0.52% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 14,852 | 6,879 | 0.24% | — | 211 | +14,852 | New | Q1 2026 | May 14, 2026 |
| Iowa State Bank | History | No change | 14,840 | 6,874 | 1.26% | 1.34% | 212 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Volterra Technologies LP | History | New | 14,571 | 6,749 | 0.82% | — | 213 | +14,571 | New | Q1 2026 | May 14, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 14,498 | 6,715 | 0.93% | 0.99% | 214 | -1,225 | -7.79% | Q1 2026 | Apr 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 14,445 | 6,691 | 0.08% | 0.08% | 215 | -766 | -5.04% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 14,440 | 6,688 | 0.11% | 0.19% | 216 | -5,693 | -28.28% | Q1 2026 | May 18, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 14,354 | 6,648 | 0.04% | 0.04% | 217 | +1,511 | 11.77% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | Added to | 14,237 | 6,594 | 0.07% | 0.01% | 218 | +13,662 | 2376.0% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,045 | 6,505 | 0.09% | 0.06% | 219 | +5,478 | 63.94% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 13,996 | 6,482 | 0.05% | 0.06% | 220 | -67 | -0.48% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 13,935 | 6,454 | 0.1% | 0.09% | 221 | +3,458 | 33.01% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,911 | 6,443 | 0.03% | 0.04% | 222 | -1,986 | -12.49% | Q1 2026 | May 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 13,700 | 6,345 | 0.42% | 0.41% | 223 | +114 | 0.84% | Q1 2026 | Apr 29, 2026 |
| Hilltop Holdings Inc. | History | Added to | 13,317 | 6,168 | 0.55% | 0.38% | 224 | +24 | 0.18% | Q1 2026 | May 14, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 13,075 | 6,059 | 3.54% | 0.48% | 225 | +11,159 | 582.41% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 12,982 | 6,013 | 0.03% | 0.04% | 226 | -1,347 | -9.4% | Q1 2026 | May 14, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 12,883 | 5,967 | 0.24% | 0.28% | 227 | -154 | -1.18% | Q1 2026 | May 12, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 12,878 | 5,964 | 1.29% | 1.3% | 228 | -21 | -0.16% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 12,795 | 5,926 | 0.42% | 0.42% | 229 | +619 | 5.08% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 12,730 | 5,896 | 0.1% | 0.1% | 230 | -73 | -0.57% | Q1 2026 | Apr 27, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 12,562 | 5,818 | 0.2% | 0.21% | 231 | -59 | -0.47% | Q1 2026 | May 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 12,476 | 5,778 | 0.08% | 0.19% | 232 | -14,883 | -54.4% | Q1 2026 | Apr 08, 2026 |
| COWA, LLC | History | Reduced | 12,471 | 5,771 | 1.56% | 1.83% | 233 | -59 | -0.47% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 12,446 | 5,765 | 0.04% | 0.04% | 234 | -1,023 | -7.6% | Q1 2026 | Apr 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 12,375 | 5,744 | 0.27% | 0.27% | 235 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 12,352 | 5,721 | 0.07% | 0.04% | 236 | +5,346 | 76.31% | Q1 2026 | May 08, 2026 |
| Summit Asset Management, LLC | History | Reduced | 12,270 | 5,683 | 0.79% | 0.86% | 237 | -380 | -3.0% | Q1 2026 | May 08, 2026 |
| Bay Rivers Group | History | Added to | 12,203 | 5,652 | 2.35% | 2.35% | 238 | +93 | 0.77% | Q1 2026 | Apr 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 12,154 | 5,629 | 0.05% | 0.05% | 239 | +22 | 0.18% | Q1 2026 | May 11, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 11,972 | 5,545 | 1.11% | 1.17% | 240 | -59 | -0.49% | Q1 2026 | May 14, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 11,850 | 5,488 | 0.47% | 0.81% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFG Advisors, LLC | History | Reduced | 11,785 | 5,458 | 0.89% | 0.97% | 242 | -311 | -2.57% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 11,713 | 5,425 | 0.37% | 0.4% | 243 | -270 | -2.25% | Q1 2026 | Apr 21, 2026 |
| BIRINYI ASSOCIATES INC | History | Reduced | 11,521 | 5,336 | 1.45% | 1.45% | 244 | -524 | -4.35% | Q1 2026 | May 04, 2026 |
| PKS Advisory Services, LLC | History | Added to | 11,199 | 5,187 | 1.21% | 1.17% | 245 | +529 | 4.96% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Reduced | 11,185 | 5,180 | 0.3% | 0.31% | 246 | -107 | -0.95% | Q1 2026 | May 04, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 11,180 | 5,178 | 0.02% | 0.03% | 247 | -6,231 | -35.79% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | New | 11,111 | 5,146 | 0.21% | — | 248 | +11,111 | New | Q1 2026 | May 14, 2026 |
| Narwhal Capital Management | History | No change | 11,080 | 5,132 | 0.38% | 0.39% | 249 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIG BROKERAGE, LP | History | Added to | 11,050 | 5,118 | 0.14% | 0.06% | 250 | +7,250 | 190.79% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 11,180 | 5,101 | 0.02% | 0.02% | 251 | +676 | 6.44% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 10,890 | 5,044 | 0.21% | 0.24% | 252 | -136 | -1.23% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 10,854 | 5,027 | 0.02% | 0.01% | 253 | +2,344 | 27.54% | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 10,811 | 5,007 | 0.48% | 0.52% | 254 | -639 | -5.58% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Reduced | 10,737 | 4,973 | 0.14% | 0.17% | 255 | -1,746 | -13.99% | Q1 2026 | May 04, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 10,627 | 4,922 | 0.16% | 0.17% | 256 | -12 | -0.11% | Q1 2026 | May 14, 2026 |
| AtlasMark Financial, Inc | History | No change | 10,200 | 4,901 | 3.17% | 3.17% | 257 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 10,527 | 4,875 | 0.01% | 0.01% | 258 | +182 | 1.76% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 10,380 | 4,807 | 0.87% | 0.93% | 259 | +152 | 1.49% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 10,354 | 4,795 | 0.05% | 0.06% | 260 | -348 | -3.25% | Q1 2026 | Apr 16, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 10,193 | 4,731 | 4.25% | 4.2% | 261 | +1,096 | 12.05% | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 10,186 | 4,718 | 0.28% | 0.29% | 262 | -76 | -0.74% | Q1 2026 | May 12, 2026 |
| Capital Advisor Network LLC | History | New | 10,160 | 4,706 | 5.53% | — | 263 | +10,160 | New | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,158 | 4,705 | 0.21% | 0.21% | 264 | +521 | 5.41% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 10,150 | 4,701 | 0.01% | 0.01% | 265 | -666 | -6.16% | Q1 2026 | May 15, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 9,965 | 4,615 | 1.88% | 2.28% | 266 | -1,237 | -11.04% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Added to | 9,915 | 4,592 | 0.01% | 0.01% | 267 | +647 | 6.98% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 9,198 | 4,561 | 0.75% | 0.85% | 268 | -1,164 | -11.23% | Q1 2026 | May 08, 2026 |
| DMKC Advisory Services, LLC | History | No change | 9,828 | 4,552 | 1.9% | 2.07% | 269 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 9,790 | 4,534 | 0.05% | 0.06% | 270 | -568 | -5.48% | Q1 2026 | May 13, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 9,682 | 4,484 | 2.5% | 2.47% | 271 | +200 | 2.11% | Q1 2026 | Apr 14, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 9,454 | 4,378 | 1.98% | 1.92% | 272 | +495 | 5.53% | Q1 2026 | May 13, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 9,096 | 4,371 | 6.63% | 6.63% | 273 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| EFG International AG | History | Added to | 9,408 | 4,357 | 0.09% | 0.09% | 274 | +238 | 2.6% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 9,367 | 4,338 | 0.36% | 0.43% | 275 | -845 | -8.27% | Q1 2026 | May 05, 2026 |
| Northern Financial Advisors Inc | History | Added to | 9,317 | 4,315 | 3.15% | 4.49% | 276 | +1,139 | 13.93% | Q1 2026 | Apr 28, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 290,066 | 4,269 | 0.07% | — | 277 | +290,066 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 9,209 | 4,265 | 0.16% | 0.2% | 278 | -6 | -0.07% | Q1 2026 | May 19, 2026 |
| Wealthfront Advisers LLC | History | Added to | 9,199 | 4,260 | 0.01% | 0.01% | 279 | +1,100 | 13.58% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,949 | 4,165 | 0.29% | 0.29% | 280 | +67 | 0.75% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Reduced | 8,879 | 4,112 | 0.02% | 0.02% | 281 | -100 | -1.11% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 8,844 | 4,096 | 0.11% | 0.09% | 282 | +674 | 8.25% | Q1 2026 | Apr 21, 2026 |
| Compound Planning, Inc. | History | Added to | 8,797 | 4,074 | 0.12% | 0.12% | 283 | +344 | 4.07% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 8,721 | 4,039 | 0.03% | 0.06% | 284 | -15,279 | -63.66% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8,264 | 3,971 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lewis Asset Management, LLC | History | Added to | 8,520 | 3,946 | 1.61% | 1.66% | 286 | +30 | 0.35% | Q1 2026 | Apr 21, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 8,500 | 3,937 | 1.31% | 2.0% | 287 | -2,900 | -25.44% | Q1 2026 | May 12, 2026 |
| Tufton Capital Management | History | Reduced | 8,454 | 3,915 | 0.71% | 0.73% | 288 | -217 | -2.5% | Q1 2026 | May 12, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 8,338 | 3,870 | 0.78% | 1.62% | 289 | -1,171 | -12.31% | Q1 2026 | May 08, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 8,346 | 3,865 | 1.44% | 0.37% | 290 | +6,263 | 300.67% | Q1 2026 | May 18, 2026 |
| CIBC Bancorp USA Inc. | History | New | 8,303 | 3,845 | 0.01% | — | 291 | +8,303 | New | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 8,297 | 3,843 | 0.02% | 0.02% | 292 | -223 | -2.62% | Q1 2026 | May 15, 2026 |
| Fortune 45 LLC | History | Added to | 8,264 | 3,827 | 1.86% | 1.91% | 293 | +23 | 0.28% | Q1 2026 | Apr 28, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 8,228 | 3,811 | 0.96% | 0.97% | 294 | +407 | 5.2% | Q1 2026 | Apr 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,185 | 3,791 | 0.02% | 0.02% | 295 | +34 | 0.42% | Q1 2026 | May 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 8,113 | 3,757 | 0.95% | 0.89% | 296 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 8,077 | 3,741 | 0.03% | 0.03% | 297 | +468 | 6.15% | Q1 2026 | May 01, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 8,022 | 3,715 | 0.43% | 0.34% | 298 | +1,924 | 31.55% | Q1 2026 | May 14, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 7,984 | 3,698 | 1.53% | 1.34% | 299 | +1,038 | 14.94% | Q1 2026 | May 07, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 7,951 | 3,682 | 1.98% | 1.99% | 300 | +28 | 0.35% | Q1 2026 | May 14, 2026 |