ENI SPA - E
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 2,925,006 | 165,584 | 0.01% | 0.01% | 1 | -94,560 | -3.13% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 2,722,757 | 154,135 | 0.21% | 0.18% | 2 | -556,407 | -16.97% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,634,185 | 145,461 | 0.07% | 0.0% | 3 | +2,622,940 | 23325.39% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,249,731 | 70,747 | 0.0% | 0.0% | 4 | +88,917 | 7.66% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,241,907 | 70,304 | 0.01% | 0.01% | 5 | -112,004 | -8.27% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 1,118,771 | 63,333 | 0.03% | — | 6 | +1,118,771 | New | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 913,393 | 51,707 | 0.01% | 0.0% | 7 | -4,068 | -0.44% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 879,235 | 49,773 | 0.03% | 0.01% | 8 | +158,171 | 21.94% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 701,374 | 39,704 | 0.0% | 0.0% | 9 | -179,254 | -20.36% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 672,247 | 38,055 | 0.0% | 0.0% | 10 | +43,585 | 6.93% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | New | 586,222 | 33,186 | 0.01% | — | 11 | +586,222 | New | Q1 2026 | May 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 568,393 | 32,176 | 0.01% | 0.01% | 12 | -20,872 | -3.54% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 458,367 | 25,932 | 0.01% | 0.01% | 13 | -75,521 | -14.15% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 453,940 | 25,697 | 0.04% | 0.03% | 14 | +52,901 | 13.19% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 441,092 | 24,970 | 0.01% | 0.0% | 15 | +279,733 | 173.36% | Q1 2026 | May 15, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 378,921 | 21,450 | 0.12% | 0.08% | 16 | +72,513 | 23.67% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 308,075 | 17,440 | 0.0% | 0.0% | 17 | +168,556 | 120.81% | Q1 2026 | May 04, 2026 |
| GQG Partners LLC | History | Added to | 300,743 | 17,025 | 0.03% | 0.01% | 18 | +125,017 | 71.14% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 280,539 | 15,881 | 0.0% | 0.0% | 19 | +45,193 | 19.2% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 209,295 | 11,848 | 0.06% | 0.04% | 20 | +37,969 | 22.16% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 200,857 | 11,370 | 0.0% | 0.0% | 21 | +118,780 | 144.72% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 200,302 | 11,339 | 0.01% | 0.0% | 22 | +45,108 | 29.07% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 183,027 | 10,361 | 0.0% | 0.0% | 23 | -65,071 | -26.23% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 175,438 | 9,931 | 0.0% | 0.0% | 24 | +28,615 | 19.49% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 156,180 | 8,841 | 0.0% | 0.0% | 25 | +48,774 | 45.41% | Q1 2026 | May 06, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 149,182 | 8,445 | 0.0% | 0.0% | 26 | -3,426 | -2.24% | Q1 2026 | May 05, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 141,908 | 8,033 | 0.04% | 0.03% | 27 | -42,955 | -23.24% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 140,854 | 7,855 | 0.0% | 0.0% | 28 | +25,046 | 21.63% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 135,113 | 7,648 | 0.0% | 0.0% | 29 | +79,013 | 140.84% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 133,671 | 7,567 | 0.05% | 0.02% | 30 | +25,888 | 24.02% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 133,035 | 7,531 | 0.08% | 0.04% | 31 | +34,738 | 35.34% | Q1 2026 | Apr 27, 2026 |
| GABELLI FUNDS LLC | History | No change | 130,000 | 7,359 | 0.05% | 0.03% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 124,299 | 7,036 | 0.01% | 0.01% | 33 | -4,276 | -3.33% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | New | 116,338 | 6,585 | 0.0% | — | 34 | +116,338 | New | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 108,986 | 6,169 | 0.09% | 0.06% | 35 | -3,055 | -2.73% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 108,847 | 6,159 | 0.01% | 0.0% | 36 | +2,130 | 2.0% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 105,800 | 5,989 | 0.01% | 0.0% | 37 | +33,900 | 47.15% | Q1 2026 | May 14, 2026 |
| Purpose Unlimited Inc. | History | New | 105,691 | 5,983 | 0.25% | — | 38 | +105,691 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 100,242 | 5,734 | 0.0% | 0.0% | 39 | -464 | -0.46% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 92,532 | 5,238 | 0.01% | 0.0% | 40 | +47,933 | 107.48% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 83,432 | 4,723 | 0.0% | 0.0% | 41 | -6,087 | -6.8% | Q1 2026 | May 07, 2026 |
| Turas Capital Management LP | History | New | 81,900 | 4,636 | 1.18% | — | 42 | +81,900 | New | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 81,512 | 4,614 | 0.01% | — | 43 | +81,512 | New | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Reduced | 74,288 | 4,205 | 0.1% | 0.06% | 45 | -4,891 | -6.18% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 74,288 | 4,205 | 0.33% | 0.22% | 44 | -60 | -0.08% | Q1 2026 | May 07, 2026 |
| RD Lewis Holdings, Inc. | History | Reduced | 73,932 | 4,116 | 3.56% | 2.66% | 46 | -1,050 | -1.4% | Q1 2026 | Apr 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 70,751 | 4,005 | 0.06% | 0.04% | 47 | -3,619 | -4.87% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 70,685 | 4,001 | 0.03% | 0.02% | 48 | -12,908 | -15.44% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 69,640 | 3,942 | 0.0% | 0.0% | 49 | +22,328 | 47.19% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 67,968 | 3,847 | 0.04% | — | 50 | +67,968 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 65,344 | 3,699 | 0.0% | 0.0% | 51 | +3,438 | 5.55% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 63,223 | 3,579 | 0.04% | 0.03% | 52 | -16,946 | -21.14% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 57,938 | 3,279 | 0.0% | 0.0% | 53 | +15,004 | 34.95% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 55,181 | 3,123 | 0.05% | 0.03% | 54 | +2,641 | 5.03% | Q1 2026 | May 15, 2026 |
| Arosa Capital Management LP | History | Reduced | 55,000 | 3,113 | 0.47% | 0.52% | 55 | -55,000 | -50.0% | Q1 2026 | May 15, 2026 |
| Ativo Capital Management LLC | History | Added to | 54,580 | 3,089 | 2.69% | 1.41% | 56 | +12,071 | 28.4% | Q1 2026 | May 01, 2026 |
| LFG Wealth Partners, LLC | History | No change | 78,414 | 2,975 | 1.9% | 1.9% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 49,939 | 2,801 | 0.0% | 0.0% | 58 | -42,004 | -45.68% | Q1 2026 | May 15, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 48,499 | 2,745 | 0.05% | 0.03% | 59 | -2,673 | -5.22% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 47,441 | 2,685 | 0.05% | 0.02% | 60 | +13,464 | 39.63% | Q1 2026 | Apr 20, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 42,495 | 2,405 | 0.0% | 0.0% | 61 | -34,536 | -44.83% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 38,395 | 2,173 | 0.02% | 0.01% | 62 | +2,459 | 6.84% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 37,824 | 2,142 | 0.01% | 0.01% | 63 | +1,763 | 4.89% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 37,725 | 2,135 | 0.07% | 0.05% | 64 | +7,024 | 22.88% | Q1 2026 | Apr 29, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 35,900 | 2,032 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 35,344 | 2,015 | 0.0% | 0.0% | 66 | -3,962 | -10.08% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 34,899 | 1,976 | 0.0% | 0.0% | 67 | +4,437 | 14.57% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 34,588 | 1,958 | 0.0% | 0.0% | 69 | +5,618 | 19.39% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 34,588 | 1,958 | 0.01% | 0.01% | 68 | +1,237 | 3.71% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 34,036 | 1,926 | 0.0% | 0.0% | 70 | +1,935 | 6.03% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 33,430 | 1,892 | 0.0% | 0.0% | 71 | +26,233 | 364.5% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 33,300 | 1,885 | 0.0% | 0.0% | 72 | -2,054 | -5.81% | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | Added to | 32,400 | 1,853 | 0.04% | 0.03% | 73 | +756 | 2.39% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 32,106 | 1,817 | 0.03% | 0.02% | 74 | +3,401 | 11.85% | Q1 2026 | May 04, 2026 |
| Employees Retirement System of Texas | History | New | 31,258 | 1,770 | 0.02% | — | 75 | +31,258 | New | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 28,594 | 1,635 | 0.04% | 0.02% | 76 | -9 | -0.03% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 28,849 | 1,633 | 0.0% | 0.0% | 77 | +2,925 | 11.28% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 28,681 | 1,623 | 0.02% | 0.02% | 78 | +219 | 0.77% | Q1 2026 | Apr 07, 2026 |
| Tidal Investments LLC | History | Added to | 28,395 | 1,607 | 0.0% | 0.0% | 79 | +1,711 | 6.41% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 28,181 | 1,595 | 0.02% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | Added to | 27,974 | 1,583 | 0.06% | 0.01% | 81 | +21,883 | 359.27% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 27,499 | 1,556 | 0.01% | 0.0% | 82 | +18,276 | 198.16% | Q1 2026 | Apr 24, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 27,164 | 1,537 | 0.01% | 0.01% | 83 | +873 | 3.32% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,100 | 1,534 | 0.0% | 0.0% | 84 | +4,523 | 20.03% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 26,983 | 1,527 | 0.0% | 0.0% | 85 | +5,090 | 23.25% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 26,663 | 1,525 | 0.03% | 0.02% | 86 | -2,762 | -9.39% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 26,369 | 1,492 | 0.0% | 0.0% | 87 | +5,475 | 26.2% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 25,680 | 1,453 | 0.01% | 0.0% | 88 | +6,889 | 36.66% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 25,562 | 1,426 | 0.0% | 0.0% | 89 | +5,590 | 27.99% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 25,029 | 1,416 | 0.01% | 0.01% | 90 | -1,333 | -5.06% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 23,861 | 1,350 | 0.33% | 0.19% | 91 | +3,317 | 16.15% | Q1 2026 | Apr 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 23,763 | 1,345 | 0.04% | 0.03% | 92 | -341 | -1.41% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 23,353 | 1,322 | 0.0% | 0.0% | 93 | -21,779 | -48.26% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 23,313 | 1,320 | 0.0% | 0.0% | 94 | +15,158 | 185.87% | Q1 2026 | Apr 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 22,835 | 1,292 | 0.14% | 0.1% | 95 | -1,500 | -6.16% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,255 | 1,221 | 0.01% | 0.01% | 96 | +2,887 | 14.91% | Q1 2026 | Apr 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 21,476 | 1,216 | 0.02% | 0.03% | 97 | -26,125 | -54.88% | Q1 2026 | May 01, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 21,455 | 1,216 | 0.03% | — | 98 | +21,455 | New | Q1 2026 | Apr 27, 2026 |
| Gallacher Capital Management LLC | History | Added to | 21,356 | 1,208 | 0.46% | 0.31% | 99 | +254 | 1.2% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 20,013 | 1,132 | 0.0% | 0.0% | 100 | +1,624 | 8.83% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 19,986 | 1,131 | 0.01% | 0.0% | 101 | +2,048 | 11.42% | Q1 2026 | May 04, 2026 |
| Advisors Preferred, LLC | History | Reduced | 19,728 | 1,116 | 0.16% | 0.13% | 102 | -1,384 | -6.56% | Q1 2026 | May 05, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 18,869 | 1,068 | 0.47% | 0.33% | 103 | +529 | 2.88% | Q1 2026 | May 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 18,844 | 1,066 | 0.0% | — | 104 | +18,844 | New | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 16,471 | 930 | 0.0% | — | 105 | +16,471 | New | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 16,401 | 928 | 0.0% | 0.0% | 106 | +12,668 | 339.35% | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 16,333 | 924 | 0.03% | 0.01% | 107 | +7,439 | 83.64% | Q1 2026 | May 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 16,224 | 918 | 0.05% | 0.03% | 108 | +2,890 | 21.67% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Added to | 14,725 | 852 | 0.0% | 0.0% | 109 | +3,062 | 26.25% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 14,890 | 842 | 0.02% | 0.01% | 110 | +506 | 3.52% | Q1 2026 | Apr 07, 2026 |
| Inspire Advisors, LLC | History | Reduced | 14,788 | 837 | 0.07% | 0.06% | 111 | -1,519 | -9.32% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 14,753 | 835 | 0.0% | 0.0% | 112 | +1,620 | 12.34% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 14,187 | 803 | 0.01% | 0.0% | 113 | +4,120 | 40.93% | Q1 2026 | Apr 07, 2026 |
| SYON CAPITAL LLC | History | Reduced | 13,970 | 790 | 0.04% | 0.03% | 114 | -1,677 | -10.72% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 13,818 | 782 | 0.08% | 0.06% | 115 | +1,567 | 12.79% | Q1 2026 | Apr 06, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 13,764 | 779 | 0.04% | 0.03% | 116 | -41 | -0.3% | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 13,635 | 771 | 0.05% | 0.03% | 117 | +2,573 | 23.26% | Q1 2026 | Apr 28, 2026 |
| XY Capital Ltd | History | New | 13,582 | 768 | 0.76% | — | 118 | +13,582 | New | Q1 2026 | May 12, 2026 |
| GREENLEAF TRUST | History | Added to | 12,873 | 728 | 0.01% | 0.0% | 119 | +184 | 1.45% | Q1 2026 | Apr 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 12,655 | 720 | 0.0% | 0.0% | 120 | +1,938 | 18.08% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 12,596 | 713 | 0.0% | 0.0% | 121 | -44,729 | -78.03% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 12,367 | 700 | 0.02% | 0.02% | 122 | -3,531 | -22.21% | Q1 2026 | May 15, 2026 |
| ABC ARBITRAGE SA | History | New | 12,207 | 691 | 0.09% | — | 123 | +12,207 | New | Q1 2026 | May 04, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 12,197 | 690 | 0.51% | 0.22% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 11,942 | 683 | 0.01% | 0.01% | 125 | +799 | 7.17% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,011 | 679 | 0.0% | 0.0% | 126 | +204 | 1.73% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 11,915 | 674 | 0.02% | 0.01% | 127 | +1,248 | 11.7% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,854 | 671 | 0.0% | 0.0% | 128 | +1,115 | 10.38% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 11,810 | 668 | 0.0% | 0.0% | 129 | +11,347 | 2450.76% | Q1 2026 | May 06, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 11,735 | 664 | 0.01% | 0.01% | 130 | +1,860 | 18.84% | Q1 2026 | Apr 30, 2026 |
| LVW Advisors, LLC | History | New | 11,705 | 662 | 0.06% | — | 131 | +11,705 | New | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,647 | 659 | 0.0% | 0.0% | 132 | -7,820 | -40.17% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 11,605 | 656 | 0.01% | 0.01% | 133 | -4,232 | -26.72% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,216 | 634 | 0.01% | 0.01% | 134 | -666 | -5.61% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 11,071 | 626 | 0.03% | 0.02% | 135 | +213 | 1.96% | Q1 2026 | May 04, 2026 |
| Flatrock Wealth Partners LLC | History | New | 10,876 | 622 | 0.28% | — | 136 | +10,876 | New | Q1 2026 | Apr 29, 2026 |
| Qtron Investments LLC | History | New | 10,688 | 605 | 0.08% | — | 137 | +10,688 | New | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 10,480 | 593 | 0.03% | 0.03% | 138 | -6,860 | -39.56% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,075 | 570 | 0.03% | 0.02% | 139 | -86 | -0.85% | Q1 2026 | Apr 15, 2026 |
| Canal Insurance CO | History | No change | 10,000 | 566 | 0.12% | 0.09% | 140 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 14,315 | 543 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,483 | 536 | 0.01% | 0.0% | 142 | +2,535 | 36.49% | Q1 2026 | May 07, 2026 |
| Fractal Investments LLC | History | New | 9,186 | 520 | 0.06% | — | 144 | +9,186 | New | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,187 | 520 | 0.0% | 0.0% | 143 | -1,849 | -16.75% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | Added to | 8,837 | 500 | 0.02% | 0.01% | 145 | +1,120 | 14.51% | Q1 2026 | Apr 06, 2026 |
| Ballentine Partners, LLC | History | Added to | 8,826 | 499 | 0.01% | 0.0% | 146 | +219 | 2.54% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 12,786 | 485 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Plan Group Financial, LLC | History | New | 8,500 | 481 | 0.11% | — | 148 | +8,500 | New | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,357 | 473 | 0.0% | 0.0% | 149 | -357 | -4.1% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,170 | 466 | 0.0% | 0.0% | 150 | +545 | 7.15% | Q1 2026 | Apr 08, 2026 |
| Summit Trail Advisors, LLC | History | New | 8,144 | 461 | 0.01% | — | 151 | +8,144 | New | Q1 2026 | May 12, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 7,991 | 452 | 0.02% | 0.01% | 152 | +512 | 6.85% | Q1 2026 | Apr 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 7,748 | 438 | 0.0% | — | 153 | +7,748 | New | Q1 2026 | Apr 24, 2026 |
| Kovack Advisors, Inc. | History | New | 7,658 | 433 | 0.02% | — | 155 | +7,658 | New | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,652 | 433 | 0.0% | 0.0% | 154 | +405 | 5.59% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 7,645 | 432 | 0.04% | 0.03% | 156 | -316 | -3.97% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 7,742 | 431 | 0.02% | 0.01% | 157 | -41 | -0.53% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 7,599 | 430 | 0.0% | 0.0% | 158 | +256 | 3.49% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,401 | 418 | 0.01% | 0.01% | 159 | +210 | 2.92% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 7,248 | 410 | 0.01% | 0.0% | 160 | -1,492 | -17.07% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,234 | 409 | 0.0% | 0.0% | 161 | +834 | 13.03% | Q1 2026 | Apr 27, 2026 |
| Abel Hall, LLC | History | Reduced | 7,199 | 407 | 0.09% | 0.06% | 162 | -37 | -0.51% | Q1 2026 | Apr 28, 2026 |
| Jain Global LLC | History | New | 7,137 | 404 | 0.0% | — | 163 | +7,137 | New | Q1 2026 | May 15, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 7,050 | 399 | 0.04% | 0.02% | 164 | +818 | 13.13% | Q1 2026 | Apr 09, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 7,016 | 397 | 0.36% | 0.24% | 165 | -53 | -0.75% | Q1 2026 | Apr 21, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 6,886 | 390 | 0.02% | — | 167 | +6,886 | New | Q1 2026 | May 08, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 6,902 | 390 | 0.12% | 0.1% | 166 | -651 | -8.62% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 6,806 | 385 | 0.0% | 0.0% | 168 | +550 | 8.79% | Q1 2026 | May 14, 2026 |
| Congress Park Capital LLC | History | No change | 6,600 | 373 | 0.11% | 0.07% | 169 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 6,540 | 370 | 0.0% | 0.0% | 170 | +401 | 6.53% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 6,445 | 364 | 0.01% | 0.01% | 171 | -2,500 | -27.95% | Q1 2026 | May 01, 2026 |
| PDS Planning, Inc | History | No change | 6,359 | 359 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 6,330 | 358 | 0.05% | 0.03% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Added to | 6,135 | 347 | 0.01% | 0.01% | 174 | +418 | 7.31% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | New | 5,800 | 328 | 0.14% | — | 175 | +5,800 | New | Q1 2026 | Apr 15, 2026 |
| Archer Investment Corp | History | New | 5,782 | 327 | 0.07% | — | 176 | +5,782 | New | Q1 2026 | May 04, 2026 |
| R Squared Ltd | History | Reduced | 5,752 | 325 | 0.18% | 0.21% | 177 | -6,362 | -52.52% | Q1 2026 | Apr 29, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 5,687 | 325 | 0.07% | 0.04% | 178 | +59 | 1.05% | Q1 2026 | Apr 13, 2026 |
| Plan A Wealth LLC | History | Added to | 5,725 | 324 | 0.16% | 0.1% | 179 | +143 | 2.56% | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 5,673 | 321 | 0.13% | 0.08% | 181 | -676 | -10.65% | Q1 2026 | Apr 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 5,680 | 321 | 0.04% | 0.03% | 180 | -311 | -5.19% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | New | 5,564 | 314 | 0.0% | — | 182 | +5,564 | New | Q1 2026 | Apr 15, 2026 |
| Carrera Capital Advisors | History | No change | 5,430 | 310 | 0.05% | 0.03% | 183 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,444 | 308 | 0.0% | 0.0% | 184 | -2,037 | -27.23% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 5,254 | 297 | 0.0% | 0.0% | 185 | -11,728 | -69.06% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,217 | 295 | 0.01% | 0.0% | 186 | +4,500 | 627.62% | Q1 2026 | Apr 07, 2026 |
| HB Wealth Management, LLC | History | New | 5,211 | 294 | 0.0% | — | 188 | +5,211 | New | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 5,200 | 294 | 0.0% | — | 187 | +5,200 | New | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,156 | 291 | 0.0% | 0.0% | 189 | +3,828 | 288.25% | Q1 2026 | May 14, 2026 |
| MBA Advisors LLC | History | New | 5,000 | 283 | 0.11% | — | 190 | +5,000 | New | Q1 2026 | Apr 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,125 | 280 | 0.0% | 0.0% | 191 | +4,620 | 914.85% | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 4,877 | 276 | 0.01% | — | 192 | +4,877 | New | Q1 2026 | May 07, 2026 |
| Frec Markets, Inc. | History | New | 4,778 | 270 | 0.05% | — | 194 | +4,778 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,790 | 270 | 0.0% | 0.0% | 193 | +24 | 0.5% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | New | 4,661 | 263 | 0.0% | — | 195 | +4,661 | New | Q1 2026 | Apr 14, 2026 |
| COMMERCE BANK | History | New | 4,628 | 261 | 0.0% | — | 196 | +4,628 | New | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 4,626 | 261 | 0.0% | — | 197 | +4,626 | New | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | New | 4,563 | 258 | 0.0% | — | 198 | +4,563 | New | Q1 2026 | Apr 27, 2026 |
| Manske Wealth Management | History | New | 4,550 | 257 | 0.07% | — | 199 | +4,550 | New | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,524 | 256 | 0.0% | — | 200 | +4,524 | New | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 4,509 | 255 | 0.0% | — | 201 | +4,509 | New | Q1 2026 | Apr 21, 2026 |
| DENALI ADVISORS LLC | History | New | 4,502 | 254 | 0.03% | — | 202 | +4,502 | New | Q1 2026 | May 08, 2026 |
| Traveka Wealth, LLC | History | New | 4,485 | 253 | 0.1% | — | 203 | +4,485 | New | Q1 2026 | Apr 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 4,399 | 249 | 0.01% | — | 204 | +4,399 | New | Q1 2026 | May 14, 2026 |
| SEVEN MILE ADVISORY | History | New | 4,275 | 242 | 0.17% | — | 205 | +4,275 | New | Q1 2026 | Apr 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 4,113 | 232 | 0.0% | 0.0% | 206 | +3,166 | 334.32% | Q1 2026 | Apr 27, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 5,600 | 232 | 0.11% | 0.14% | 207 | -2,200 | -28.21% | Q1 2026 | Apr 22, 2026 |
| BESSEMER GROUP INC | History | Reduced | 4,066 | 229 | 0.0% | 0.0% | 208 | -419 | -9.34% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 4,020 | 227 | 0.0% | — | 209 | +4,020 | New | Q1 2026 | Apr 27, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 4,008 | 226 | 0.0% | — | 210 | +4,008 | New | Q1 2026 | Apr 21, 2026 |
| Hemenway Trust Co LLC | History | New | 4,000 | 226 | 0.02% | — | 211 | +4,000 | New | Q1 2026 | May 07, 2026 |
| Visionary Wealth Advisors | History | New | 4,000 | 226 | 0.01% | — | 212 | +4,000 | New | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | New | 3,883 | 219 | 0.0% | — | 213 | +3,883 | New | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 3,846 | 217 | 0.04% | — | 214 | +3,846 | New | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 3,820 | 216 | 0.0% | — | 215 | +3,820 | New | Q1 2026 | Apr 20, 2026 |
| IMC-Chicago, LLC | History | New | 3,800 | 215 | 0.0% | — | 216 | +3,800 | New | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | New | 3,758 | 214 | 0.0% | — | 217 | +3,758 | New | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | New | 3,741 | 211 | 0.0% | — | 218 | +3,741 | New | Q1 2026 | May 12, 2026 |
| a16z Perennial Management, L.P. | History | New | 3,701 | 209 | 0.02% | — | 219 | +3,701 | New | Q1 2026 | May 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 3,606 | 204 | 0.01% | — | 220 | +3,606 | New | Q1 2026 | May 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 3,585 | 202 | 0.0% | — | 221 | +3,585 | New | Q1 2026 | May 04, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 3,576 | 202 | 0.01% | — | 223 | +3,576 | New | Q1 2026 | May 06, 2026 |
| EWA, LLC | History | New | 3,573 | 202 | 0.05% | — | 222 | +3,573 | New | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,367 | 190 | 0.0% | 0.0% | 224 | -513 | -13.22% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 3,196 | 180 | 0.0% | 0.0% | 225 | +999 | 45.47% | Q1 2026 | May 14, 2026 |
| Hilltop National Bank | History | Reduced | 3,191 | 180 | 0.04% | 0.04% | 226 | -737 | -18.76% | Q1 2026 | Apr 02, 2026 |
| Cromwell Holdings LLC | History | No change | 2,795 | 159 | 0.09% | 0.06% | 227 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,651 | 150 | 0.0% | 0.0% | 228 | -169 | -5.99% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Added to | 2,046 | 115 | 0.0% | 0.0% | 229 | +485 | 31.07% | Q1 2026 | May 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,871 | 105 | 0.02% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Addison Advisors LLC | History | Added to | 1,699 | 96 | 0.02% | 0.01% | 231 | +8 | 0.47% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 1,685 | 95 | 0.0% | 0.0% | 233 | +233 | 16.05% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,671 | 95 | 0.0% | 0.0% | 232 | +29 | 1.77% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 1,656 | 93 | 0.0% | — | 234 | +1,656 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,594 | 90 | 0.01% | 0.01% | 235 | +42 | 2.71% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,500 | 84 | 0.0% | — | 236 | +1,500 | New | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Reduced | 1,335 | 75 | 0.0% | 0.0% | 237 | -2,391 | -64.17% | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,301 | 73 | 0.03% | — | 238 | +1,301 | New | Q1 2026 | May 13, 2026 |
| Manchester Capital Management LLC | History | No change | 1,206 | 68 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,029 | 58 | 0.01% | — | 240 | +1,029 | New | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,375 | 52 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First Command Advisory Services, Inc. | History | New | 854 | 48 | 0.0% | — | 242 | +854 | New | Q1 2026 | May 07, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 799 | 45 | 0.04% | — | 243 | +799 | New | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | New | 721 | 40 | 0.0% | — | 246 | +721 | New | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 716 | 40 | 0.0% | 0.0% | 244 | +487 | 212.66% | Q1 2026 | Apr 30, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 708 | 40 | 0.0% | 0.0% | 245 | +121 | 20.61% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,000 | 37 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DV EQUITIES, LLC | History | No change | 926 | 35 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 606 | 34 | 0.0% | 0.0% | 249 | +105 | 20.96% | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 607 | 34 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 546 | 30 | 0.0% | 0.0% | 252 | -464 | -45.94% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 534 | 30 | 0.0% | 0.0% | 251 | -98 | -15.51% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Added to | 499 | 28 | 0.0% | 0.0% | 254 | +322 | 181.92% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 508 | 28 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Solstein Capital, LLC | History | New | 483 | 27 | 0.01% | — | 256 | +483 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 492 | 27 | 0.0% | 0.0% | 255 | -88 | -15.17% | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | New | 477 | 26 | 0.02% | — | 258 | +477 | New | Q1 2026 | Apr 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 461 | 26 | 0.0% | 0.0% | 257 | -162 | -26.0% | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | Added to | 444 | 25 | 0.01% | 0.0% | 259 | +59 | 15.32% | Q1 2026 | Apr 13, 2026 |
| NFSG Corp | History | Reduced | 388 | 21 | 0.0% | 0.16% | 260 | -26,252 | -98.54% | Q1 2026 | May 05, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 355 | 20 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 325 | 18 | 0.01% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 302 | 17 | 0.0% | — | 264 | +302 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 312 | 17 | 0.0% | 0.0% | 263 | -18 | -5.45% | Q1 2026 | Apr 13, 2026 |
| Kilter Group LLC | History | Added to | 299 | 16 | 0.01% | — | 266 | +297 | 14850.0% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 291 | 16 | 0.0% | — | 267 | +291 | New | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 291 | 16 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 276 | 15 | 0.0% | 0.0% | 268 | +156 | 130.0% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 281 | 15 | 0.0% | 0.0% | 269 | +31 | 12.4% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 259 | 14 | 0.0% | 0.0% | 272 | +139 | 115.83% | Q1 2026 | Apr 24, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 258 | 14 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dunhill Financial, LLC | History | No change | 250 | 14 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 231 | 13 | 0.0% | 0.0% | 273 | +95 | 69.85% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 247 | 13 | 0.0% | 0.0% | 274 | +10 | 4.22% | Q1 2026 | Apr 27, 2026 |
| Stone House Investment Management, LLC | History | Added to | 220 | 12 | 0.0% | 0.0% | 276 | +100 | 83.33% | Q1 2026 | Apr 22, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 225 | 12 | 0.0% | 0.0% | 275 | -46 | -16.97% | Q1 2026 | Apr 29, 2026 |
| GW&K Investment Management, LLC | History | Added to | 189 | 11 | 0.0% | 0.0% | 277 | +58 | 44.27% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 299 | 11 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | New | 186 | 10 | 0.0% | — | 283 | +186 | New | Q1 2026 | May 19, 2026 |
| WHITTIER TRUST CO | History | New | 175 | 10 | 0.0% | — | 282 | +175 | New | Q1 2026 | Apr 28, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 188 | 10 | 0.01% | 0.0% | 280 | +107 | 132.1% | Q1 2026 | Apr 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 201 | 10 | 0.01% | 0.01% | 281 | +101 | 101.0% | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | New | 172 | 9 | 0.0% | — | 286 | +172 | New | Q1 2026 | Apr 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 174 | 9 | 0.0% | 0.0% | 284 | +49 | 39.2% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 172 | 9 | 0.0% | 0.0% | 285 | +29 | 20.28% | Q1 2026 | May 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 155 | 8 | 0.0% | — | 288 | +155 | New | Q1 2026 | Apr 29, 2026 |
| SHP Wealth Management | History | Added to | 158 | 8 | 0.0% | 0.0% | 287 | +72 | 83.72% | Q1 2026 | May 08, 2026 |
| Benson Wealth Management INC | History | No change | 124 | 7 | 0.01% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | New | 119 | 6 | 0.0% | — | 298 | +119 | New | Q1 2026 | May 21, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 111 | 6 | 0.01% | 0.0% | 297 | +21 | 23.33% | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 117 | 6 | 0.0% | 0.0% | 296 | +4 | 3.54% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 115 | 6 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 110 | 6 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| UMB Bank, n.a. | History | No change | 111 | 6 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | No change | 104 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 110 | 6 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 114 | 6 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arlington Trust Co LLC | History | New | 79 | 4 | 0.0% | — | 303 | +79 | New | Q1 2026 | Apr 08, 2026 |
| Dogwood Wealth Management LLC | History | New | 76 | 4 | 0.0% | — | 304 | +76 | New | Q1 2026 | May 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 83 | 4 | 0.0% | 0.0% | 302 | +28 | 50.91% | Q1 2026 | Apr 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 71 | 4 | 0.0% | 0.0% | 301 | -22 | -23.66% | Q1 2026 | Apr 24, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 82 | 4 | 0.0% | 0.0% | 300 | -6 | -6.82% | Q1 2026 | May 06, 2026 |
| Bravera Wealth | History | Reduced | 65 | 3 | 0.0% | 0.0% | 312 | -81 | -55.48% | Q1 2026 | Apr 22, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 64 | 3 | 0.0% | — | 315 | +64 | New | Q1 2026 | May 12, 2026 |
| Nemes Rush Group LLC | History | Added to | 70 | 3 | 0.0% | — | 310 | +59 | 536.36% | Q1 2026 | Apr 21, 2026 |
| Key Capital Management, INC | History | New | 58 | 3 | 0.0% | — | 314 | +58 | New | Q1 2026 | May 07, 2026 |
| Frazier Financial Advisors, LLC | History | New | 56 | 3 | 0.0% | — | 313 | +56 | New | Q1 2026 | May 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 69 | 3 | 0.0% | — | 306 | +53 | 331.25% | Q1 2026 | Apr 30, 2026 |
| SouthState Bank Corp | History | No change | 53 | 3 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Park Place Capital Corp | History | No change | 69 | 3 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| LRI Investments, LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 47 | 2 | 0.0% | — | 325 | +47 | New | Q1 2026 | Apr 20, 2026 |
| Anfield Capital Management, LLC | History | New | 38 | 2 | 0.0% | — | 324 | +38 | New | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | New | 36 | 2 | 0.0% | — | 323 | +36 | New | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 47 | 2 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 46 | 2 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 39 | 2 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | No change | 38 | 2 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 43 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 330 | -287 | -91.11% | Q1 2026 | May 05, 2026 |
| Burk Holdings LLC | History | New | 33 | 1 | 0.0% | — | 333 | +33 | New | Q1 2026 | May 07, 2026 |
| JDM Financial Group LLC | History | New | 30 | 1 | 0.0% | — | 331 | +30 | New | Q1 2026 | May 20, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 30 | 1 | 0.0% | — | 332 | +30 | New | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | Added to | 34 | 1 | 0.0% | — | 327 | +21 | 161.54% | Q1 2026 | Apr 29, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 18 | 1 | 0.0% | — | 326 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Roxbury Financial LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -410,556 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -92,839 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -30,556 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,931 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,050 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,152 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,867 | -100.0% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -7,950 | -100.0% | Q1 2026 | Apr 03, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,970 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -6,600 | -100.0% | Q1 2026 | May 12, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,212 | -100.0% | Q1 2026 | May 12, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,150 | -100.0% | Q1 2026 | May 13, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,963 | -100.0% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,936 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 28, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | Added to | 17 | 0 | — | — | — | +6 | 54.55% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Beacon Capital Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trust Co | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |