Energy Transfer LP - ET
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 | Added to | 87,426,768 | 1,685,818 | 0.1% | 0.08% | 1 | +1,116,496 | 1.29% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 85,957,579 | 1,658,981 | 7.81% | 8.05% | 2 | +2,114,492 | 2.52% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 72,210,991 | 1,414,613 | 0.09% | 0.04% | 3 | +35,106,156 | 94.61% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 60,419,647 | 1,166,099 | 0.13% | 0.11% | 4 | +7,880,204 | 15.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 56,091,478 | 1,082,565 | 0.17% | 0.14% | 5 | +1,097,157 | 2.0% | Q1 2026 | May 12, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 39,462,878 | 761,633 | 7.93% | 8.12% | 6 | +787,050 | 2.03% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 31,448,533 | 603,280 | 0.09% | 0.08% | 7 | -256,654 | -0.81% | Q1 2026 | May 05, 2026 |
| Blackstone Inc. | History | Added to | 31,120,745 | 600,630 | 2.35% | 1.68% | 8 | +5,345,504 | 20.74% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 30,956,358 | 597,457 | 0.04% | 0.04% | 9 | +1,656,609 | 5.65% | Q1 2026 | May 15, 2026 |
| Belfer Management LLC | History | Added to | 27,482 | 530,396 | 8.87% | 6.42% | 10 | +5,271 | 23.73% | Q1 2026 | May 08, 2026 |
| Energy Income Partners, LLC | History | Added to | 25,207,455 | 486,503 | 7.83% | 7.51% | 11 | +49,350 | 0.2% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Added to | 24,582,320 | 474,438 | 9.09% | 8.97% | 12 | +627,373 | 2.62% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 23,898,200 | 461,235 | 0.63% | 0.56% | 13 | +1,335,837 | 5.92% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 23,755,495 | 458,481 | 0.02% | 0.02% | 14 | +1,666,038 | 7.54% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 21,379,124 | 412,617 | 1.48% | 1.2% | 15 | +894,600 | 4.37% | Q1 2026 | May 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 16,984,384 | 327,798 | 2.39% | 0.04% | 16 | +16,662,220 | 5171.97% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 16,917,673 | 326,511 | 0.04% | 0.03% | 17 | +1,032,726 | 6.5% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 15,839,816 | 305,713 | 0.23% | 0.2% | 18 | -109,000 | -0.68% | Q1 2026 | May 14, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 15,494,678 | 299,047 | 10.57% | 10.53% | 19 | -1,869 | -0.01% | Q1 2026 | Apr 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,503,824 | 260,623 | 0.35% | — | 20 | +13,503,824 | New | Q1 2026 | May 12, 2026 |
| COOPERMAN LEON G | History | No change | 13,320,100 | 257,077 | 8.43% | 7.29% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 15,366,720 | 253,397 | 0.43% | 0.43% | 22 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearbridge Investments, LLC | History | Added to | 13,108,051 | 252,985 | 0.22% | 0.17% | 23 | +93,057 | 0.71% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,008,337 | 247,353 | 0.05% | 0.04% | 24 | +258,569 | 2.03% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,033,080 | 212,938 | 0.1% | 0.1% | 25 | -1,672,718 | -13.16% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Added to | 9,882,131 | 190,725 | 0.05% | 0.01% | 26 | +7,420,363 | 301.42% | Q1 2026 | May 14, 2026 |
| Long Focus Capital Management, LLC | History | Added to | 9,838,600 | 189,884 | 5.0% | 4.16% | 27 | +261,400 | 2.73% | Q1 2026 | May 15, 2026 |
| BERKLEY W R CORP | History | No change | 8,250,000 | 159,225 | 8.55% | 6.4% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Added to | 7,997,600 | 154,353 | 7.64% | 7.56% | 29 | +6,000 | 0.08% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,919,270 | 152,245 | 0.05% | 0.04% | 30 | +467,741 | 6.28% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 7,600,866 | 143,148 | 0.04% | 0.03% | 31 | -95,453 | -1.24% | Q1 2026 | May 06, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 9,255,409 | 139,889 | 9.74% | 4.83% | 32 | +6,228,092 | 205.73% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,139,407 | 137,790 | 0.02% | 0.01% | 33 | +1,943,889 | 37.41% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 6,790,162 | 131,050 | 0.25% | 0.27% | 34 | -2,698,740 | -28.44% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,691,054 | 129,137 | 0.12% | 0.1% | 35 | +253,409 | 3.94% | Q1 2026 | May 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 6,459,576 | 124,669 | 4.49% | 3.97% | 36 | -52,307 | -0.8% | Q1 2026 | May 15, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 6,445,333 | 124,394 | 0.17% | 0.14% | 37 | -618,086 | -8.75% | Q1 2026 | May 15, 2026 |
| Patient Capital Management, LLC | History | Added to | 6,088,203 | 117,502 | 4.3% | 3.36% | 38 | +815,328 | 15.46% | Q1 2026 | May 14, 2026 |
| Recurrent Investment Advisors LLC | History | Added to | 5,562,381 | 107,353 | 6.46% | 6.52% | 39 | +211,026 | 3.94% | Q1 2026 | May 15, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 5,479,308 | 105,750 | 18.8% | 17.07% | 40 | +498 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Stephens Group, LLC | History | Reduced | 5,444,597 | 105,080 | 61.27% | 49.57% | 41 | -129,738 | -2.33% | Q1 2026 | Apr 13, 2026 |
| CITIGROUP INC | History | Added to | 5,385,988 | 103,949 | 0.04% | 0.04% | 42 | +530,893 | 10.93% | Q1 2026 | May 11, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 5,216,847 | 100,685 | 2.75% | 2.6% | 43 | -12,264 | -0.23% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,141,141 | 99,193 | 0.18% | 0.13% | 44 | +596,588 | 13.13% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 5,028,697 | 97,053 | 0.47% | 0.45% | 45 | +36,303 | 0.73% | Q1 2026 | May 11, 2026 |
| Fractal Investments LLC | History | Added to | 4,820,215 | 93,030 | 11.01% | 11.05% | 46 | +22,500 | 0.47% | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,777,400 | 92,203 | 0.01% | 0.01% | 47 | -556,600 | -10.43% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 4,538,043 | 87,583 | 0.22% | 0.18% | 48 | +1,020,832 | 29.02% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,443,733 | 85,764 | 0.06% | 0.06% | 49 | -1,584,331 | -26.28% | Q1 2026 | May 14, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 4,346,738 | 83,892 | 0.87% | 0.7% | 50 | +580,938 | 15.43% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 4,000,999 | 77,219 | 0.0% | 0.0% | 51 | +35,649 | 0.9% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,993,257 | 77,005 | 0.01% | 0.01% | 52 | -751,136 | -15.83% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Added to | 3,550,610 | 68,527 | 0.12% | 0.09% | 53 | +498,544 | 16.33% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,480,729 | 66,055 | 1.47% | 1.5% | 54 | +97,080 | 2.87% | Q1 2026 | May 04, 2026 |
| Employees Retirement System of Texas | History | Added to | 3,349,808 | 64,651 | 0.57% | 0.38% | 55 | +515,751 | 18.2% | Q1 2026 | May 13, 2026 |
| Americana Partners, LLC | History | Added to | 3,232,925 | 62,395 | 1.62% | 1.44% | 56 | +46,678 | 1.46% | Q1 2026 | May 12, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | New | 3,200,000 | 61,760 | 1.69% | — | 57 | +3,200,000 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,074,597 | 59,339 | 6.13% | 6.6% | 58 | -760,993 | -19.84% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | Added to | 2,878,294 | 55,551 | 0.02% | 0.01% | 59 | +709,177 | 32.69% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,863,523 | 55,138 | 0.08% | 0.07% | 60 | +6,698 | 0.23% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 2,849,140 | 54,988 | 1.12% | 1.01% | 61 | -129,983 | -4.36% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,818,232 | 54,391 | 0.06% | 0.05% | 62 | +98,974 | 3.64% | Q1 2026 | May 05, 2026 |
| Progeny 3, Inc. | History | Reduced | 2,743,907 | 52,957 | 2.83% | 2.55% | 63 | -131,578 | -4.58% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 2,652,966 | 51,202 | 0.05% | 0.04% | 64 | +497,967 | 23.11% | Q1 2026 | May 11, 2026 |
| Philosophy Capital Management LLC | History | Reduced | 2,267,928 | 43,771 | 2.68% | 3.55% | 65 | -436,216 | -16.13% | Q1 2026 | May 15, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Reduced | 2,188,737 | 42,242 | 8.8% | 11.26% | 66 | -839,496 | -27.72% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,158,739 | 41,663 | 0.03% | 0.0% | 67 | +2,120,963 | 5614.58% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,181,283 | 41,611 | 0.04% | 0.04% | 68 | -4,715 | -0.22% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,162,533 | 41,489 | 0.11% | 0.09% | 69 | +152,115 | 7.57% | Q1 2026 | Apr 30, 2026 |
| SG Americas Securities, LLC | History | Added to | 2,073,255 | 40,014 | 0.04% | 0.04% | 70 | +132,755 | 6.84% | Q1 2026 | Apr 16, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | No change | 2,047,500 | 39,516 | 21.79% | 19.64% | 71 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Northside Capital Management, LLC | History | Reduced | 2,009,261 | 38,778 | 3.41% | 3.02% | 72 | -96,818 | -4.6% | Q1 2026 | Apr 10, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 1,990,834 | 38,423 | 0.3% | 0.23% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 1,988,803 | 38,277 | 0.04% | 0.04% | 74 | +163,122 | 8.93% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | Added to | 1,982,403 | 38,260 | 0.24% | 0.37% | 75 | +649,718 | 48.75% | Q1 2026 | Jun 15, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 1,939,020 | 37,423 | 0.7% | 0.68% | 76 | -75,180 | -3.73% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,922,976 | 37,113 | 0.2% | 0.19% | 77 | +257,872 | 15.49% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,903,180 | 36,731 | 0.26% | 0.23% | 78 | +42,811 | 2.3% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,888,661 | 36,451 | 0.2% | 0.15% | 79 | +257,954 | 15.82% | Q1 2026 | May 05, 2026 |
| Callodine Capital Management, LP | History | Added to | 1,875,000 | 36,187 | 2.53% | 2.1% | 80 | +290,000 | 18.3% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 1,872,749 | 36,144 | 0.01% | 0.01% | 81 | -227,780 | -10.84% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,839,664 | 34,831 | 0.05% | 0.04% | 82 | +32,937 | 1.82% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,725,843 | 33,308 | 0.25% | 0.19% | 83 | +314,965 | 22.32% | Q1 2026 | May 15, 2026 |
| Kamunting Street Capital Management, L.P. | History | Reduced | 1,680,691 | 31,939 | 17.45% | 26.05% | 84 | -635,519 | -27.44% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 1,584,039 | 30,571 | 0.02% | 0.01% | 85 | +69,327 | 4.58% | Q1 2026 | May 06, 2026 |
| Appaloosa LP | History | Reduced | 1,576,125 | 30,419 | 0.51% | 0.52% | 86 | -615,125 | -28.07% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 1,533,408 | 29,517 | 0.74% | 0.67% | 87 | -26,702 | -1.71% | Q1 2026 | Apr 07, 2026 |
| Private Capital Advisors, Inc. | History | Added to | 1,485,158 | 28,663 | 3.29% | 1.41% | 88 | +650,058 | 77.84% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,523,292 | 28,365 | 0.11% | 0.08% | 89 | +320,439 | 26.64% | Q1 2026 | Apr 30, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 1,441,757 | 27,825 | 3.12% | 3.09% | 90 | +19,138 | 1.35% | Q1 2026 | Apr 27, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 1,421,945 | 27,443 | 12.38% | 11.71% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Empirical Finance, LLC | History | Added to | 1,404,756 | 27,111 | 1.27% | 0.59% | 92 | +652,711 | 86.79% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,397,277 | 26,967 | 0.21% | 0.15% | 93 | +161,313 | 13.05% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 1,380,437 | 26,642 | 0.33% | 0.28% | 94 | -895 | -0.06% | Q1 2026 | Apr 28, 2026 |
| Alden Global Capital LLC | History | No change | 1,370,511 | 26,450 | 14.94% | 10.63% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,350,371 | 26,062 | 0.2% | 0.17% | 96 | +6,732 | 0.5% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,343,586 | 25,931 | 0.1% | 0.06% | 97 | +413,532 | 44.46% | Q1 2026 | May 11, 2026 |
| PEAK6 LLC | History | Added to | 1,343,400 | 25,927 | 0.06% | 0.01% | 98 | +1,082,600 | 415.11% | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 1,311,965 | 25,320 | 0.72% | 0.66% | 99 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 1,285,825 | 24,816 | 0.17% | 0.15% | 100 | -25,100 | -1.91% | Q1 2026 | May 14, 2026 |
| KIM, LLC | History | New | 2,074,034 | 23,996 | 2.46% | — | 101 | +2,074,034 | New | Q1 2026 | May 12, 2026 |
| RR Advisors, LLC | History | Added to | 1,235,260 | 23,840 | 6.61% | 6.08% | 102 | +55,393 | 4.69% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | Added to | 1,200,000 | 23,160 | 0.14% | 0.03% | 104 | +972,500 | 427.47% | Q1 2026 | May 15, 2026 |
| BLACKHILL CAPITAL INC | History | Added to | 1,200,000 | 23,160 | 1.19% | 0.98% | 103 | +40,000 | 3.45% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 1,174,396 | 22,665 | 0.02% | 0.01% | 105 | +275,521 | 30.65% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,145,533 | 22,108 | 0.01% | 0.01% | 106 | +121,312 | 11.84% | Q1 2026 | May 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 1,100,000 | 21,230 | 0.3% | 0.2% | 107 | +170,000 | 18.28% | Q1 2026 | Apr 30, 2026 |
| NEOS Investment Management LLC | History | Added to | 1,071,247 | 20,675 | 0.1% | 0.07% | 108 | +335,986 | 45.7% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,064,992 | 20,555 | 0.33% | 0.29% | 109 | +7,049 | 0.67% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 1,090,646 | 20,129 | 0.1% | 0.08% | 110 | +147,445 | 15.63% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 1,028,313 | 19,846 | 0.04% | 0.0% | 111 | +954,352 | 1290.34% | Q1 2026 | May 15, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | History | No change | 1,020,030 | 19,686 | 1.29% | 0.95% | 112 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PAYDEN & RYGEL | History | Added to | 1,012,090 | 19,533 | 1.5% | 0.73% | 113 | +373,600 | 58.51% | Q1 2026 | May 12, 2026 |
| RBF Capital, LLC | History | No change | 1,000,000 | 19,300 | 0.94% | 0.73% | 114 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BOWEN HANES & CO INC | History | No change | 975,000 | 18,817 | 0.46% | 0.4% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bollard Group LLC | History | Added to | 956,441 | 18,459 | 0.54% | 0.33% | 116 | +145,529 | 17.95% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 936,659 | 18,423 | 0.01% | 0.01% | 117 | +104,887 | 12.61% | Q1 2026 | May 15, 2026 |
| CNA FINANCIAL CORP | History | No change | 950,000 | 18,335 | 7.8% | 7.61% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TEMA ETFS LLC | History | Added to | 926,143 | 17,874 | 1.2% | 0.82% | 119 | +282,343 | 43.86% | Q1 2026 | Apr 15, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 919,275 | 17,742 | 2.26% | 1.84% | 120 | +19,926 | 2.22% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 909,522 | 17,553 | 0.0% | 0.0% | 121 | +515,349 | 130.74% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 904,322 | 17,453 | 0.02% | 0.02% | 122 | +122,847 | 15.72% | Q1 2026 | Apr 27, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | Reduced | 900,000 | 17,370 | 2.59% | 2.45% | 123 | -29,000 | -3.12% | Q1 2026 | May 15, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 890,413 | 17,184 | 2.47% | 2.0% | 124 | +6,134 | 0.69% | Q1 2026 | May 01, 2026 |
| FFG Partners, LLC | History | Added to | 889,071 | 17,159 | 6.79% | 4.09% | 125 | +34,478 | 4.03% | Q1 2026 | Apr 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 871,669 | 16,823 | 0.19% | 0.18% | 126 | -13,908 | -1.57% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 867,869 | 16,750 | 0.04% | 0.03% | 127 | +60,168 | 7.45% | Q1 2026 | Apr 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 862,598 | 16,648 | 0.36% | 0.32% | 128 | -15,159 | -1.73% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 860,407 | 16,605 | 0.06% | 0.05% | 129 | +13,785 | 1.63% | Q1 2026 | Jun 02, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 841,146 | 16,234 | 0.74% | 0.74% | 130 | +25,500 | 3.13% | Q1 2026 | Apr 15, 2026 |
| KCM Capital Inc | History | Added to | 840,000 | 16,212 | 2.61% | 1.89% | 131 | +240,000 | 40.0% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 815,302 | 15,735 | 0.01% | 0.01% | 132 | +172,852 | 26.91% | Q1 2026 | May 13, 2026 |
| Westend Capital Management, LLC | History | Added to | 810,229 | 15,637 | 4.69% | 3.69% | 133 | +10,921 | 1.37% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 817,514 | 15,475 | 0.03% | 0.02% | 134 | -273,922 | -25.1% | Q1 2026 | Apr 08, 2026 |
| Heronetta Management, L.P. | History | Reduced | 799,229 | 15,425 | 14.08% | 7.65% | 135 | -2,900 | -0.36% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 798,230 | 15,415 | 0.03% | 0.02% | 136 | +35,358 | 4.63% | Q1 2026 | May 14, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 791,385 | 15,273 | 0.04% | 0.01% | 137 | +203,682 | 34.66% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 787,235 | 15,193 | 0.07% | 0.05% | 138 | +91,623 | 13.17% | Q1 2026 | May 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 785,422 | 15,158 | 0.9% | 0.7% | 139 | +54,733 | 7.49% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 776,470 | 14,985 | 0.08% | 0.07% | 140 | +1,781 | 0.23% | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 766,161 | 14,786 | 0.18% | 0.14% | 141 | -3,770 | -0.49% | Q1 2026 | May 05, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 756,944 | 14,609 | 0.77% | 0.63% | 142 | +30,251 | 4.16% | Q1 2026 | Apr 17, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 746,556 | 14,408 | 0.07% | 0.06% | 143 | -13,000 | -1.71% | Q1 2026 | May 26, 2026 |
| Coronation Fund Managers Ltd. | History | Added to | 742,278 | 14,325 | 0.65% | 0.45% | 144 | +138,994 | 23.04% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 734,016 | 14,166 | 0.07% | 0.06% | 145 | -236,165 | -24.34% | Q1 2026 | Apr 24, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 731,253 | 14,113 | 1.07% | 0.93% | 146 | +11,313 | 1.57% | Q1 2026 | Apr 27, 2026 |
| BOKF, NA | History | Added to | 716,924 | 13,836 | 0.21% | 0.18% | 147 | +15,130 | 2.16% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Reduced | 710,703 | 13,716 | 0.17% | 0.17% | 148 | -182 | -0.03% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 696,213 | 13,436 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,733,600 | 13,396 | 0.02% | 0.04% | 150 | -203,180 | -10.49% | Q1 2026 | May 15, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | Reduced | 687,440 | 13,267 | 0.89% | 0.88% | 151 | -74,600 | -9.79% | Q1 2026 | May 15, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 683,788 | 13,197 | 2.63% | 2.34% | 152 | -59,370 | -7.99% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 757,515 | 11,833 | 0.07% | 0.04% | 153 | +352,248 | 86.92% | Q1 2026 | May 05, 2026 |
| Oxbow Advisors, LLC | History | Added to | 610,314 | 11,591 | 0.99% | 0.75% | 154 | +92,493 | 17.86% | Q1 2026 | Apr 27, 2026 |
| Militia Capital Management LLC | History | New | 600,000 | 11,580 | 2.62% | — | 155 | +600,000 | New | Q1 2026 | May 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 598,340 | 11,547 | 2.08% | 1.56% | 156 | +7,000 | 1.18% | Q1 2026 | Apr 29, 2026 |
| WEXFORD CAPITAL LP | History | No change | 575,015 | 11,097 | 1.61% | 1.83% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 569,760 | 10,996 | 0.4% | 0.34% | 158 | -11,170 | -1.92% | Q1 2026 | Apr 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 564,738 | 10,899 | 0.0% | 0.0% | 159 | -50,725 | -8.24% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 555,230 | 10,715 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 547,059 | 10,558 | 0.03% | 0.02% | 161 | -606 | -0.11% | Q1 2026 | May 08, 2026 |
| Advisors Capital Management, LLC | History | Added to | 532,182 | 10,271 | 0.12% | 0.1% | 162 | +14,897 | 2.88% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Added to | 531,286 | 10,253 | 0.02% | 0.01% | 163 | +5,230 | 0.99% | Q1 2026 | May 15, 2026 |
| Requisite Capital Management, LLC | History | Added to | 525,083 | 10,134 | 1.89% | 1.6% | 164 | +13,700 | 2.68% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 605,016 | 10,093 | 0.03% | 0.02% | 165 | +255,240 | 72.97% | Q1 2026 | May 13, 2026 |
| Merewether Investment Management, LP | History | New | 516,200 | 9,962 | 0.19% | — | 166 | +516,200 | New | Q1 2026 | May 15, 2026 |
| Militia Capital Partners, LP | History | No change | 600,000 | 9,894 | 3.76% | 3.76% | 167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fogel Capital Management, Inc. | History | Added to | 510,337 | 9,849 | 4.5% | 3.81% | 168 | +9,341 | 1.86% | Q1 2026 | May 13, 2026 |
| Truffle Hound Capital, LLC | History | Reduced | 500,000 | 9,650 | 2.5% | 2.79% | 169 | -150,000 | -23.08% | Q1 2026 | May 07, 2026 |
| ELCO Management Co., LLC | History | Added to | 497,579 | 9,603 | 4.61% | 2.85% | 170 | +223,464 | 81.52% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 502,910 | 9,601 | 0.13% | 0.1% | 171 | +66,187 | 15.16% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 496,002 | 9,572 | 0.02% | 0.01% | 172 | +43,073 | 9.51% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 485,383 | 9,367 | 0.06% | — | 173 | +485,383 | New | Q1 2026 | May 07, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 483,964 | 9,340 | 0.16% | 0.13% | 174 | +19,887 | 4.29% | Q1 2026 | May 15, 2026 |
| NFC Investments, LLC | History | Added to | 477,757 | 9,221 | 2.57% | 2.19% | 175 | +6,521 | 1.38% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 464,306 | 8,961 | 0.01% | 0.01% | 176 | -58,923 | -11.26% | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 453,339 | 8,749 | 0.91% | 0.7% | 177 | -6,535 | -1.42% | Q1 2026 | May 06, 2026 |
| AVENIR CORP | History | No change | 451,327 | 8,710 | 1.06% | 0.81% | 178 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 450,896 | 8,702 | 3.23% | 2.7% | 179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 436,323 | 8,421 | 0.01% | 0.01% | 180 | -40,169 | -8.43% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 429,645 | 8,292 | 0.35% | 0.31% | 181 | -5,425 | -1.25% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 427,344 | 8,247 | 0.1% | 0.11% | 182 | -48,349 | -10.16% | Q1 2026 | Apr 23, 2026 |
| SL ADVISORS, LLC | History | Reduced | 424,978 | 8,202 | 13.88% | 14.96% | 183 | -18,000 | -4.06% | Q1 2026 | Apr 15, 2026 |
| Oak Grove Capital LLC | History | Reduced | 415,800 | 8,024 | 0.68% | 0.83% | 184 | -6,700 | -1.59% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 438,390 | 7,968 | 0.29% | 0.22% | 185 | +75,351 | 20.76% | Q1 2026 | Apr 20, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 412,684 | 7,964 | 0.96% | 0.83% | 186 | +17,185 | 4.35% | Q1 2026 | May 06, 2026 |
| Concorde Financial Corp | History | Added to | 407,522 | 7,865 | 6.18% | 5.73% | 187 | +5,923 | 1.47% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 407,008 | 7,791 | 0.08% | 0.08% | 188 | +47,360 | 13.17% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 402,641 | 7,771 | 0.01% | 0.0% | 189 | +195,532 | 94.41% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Reduced | 401,906 | 7,756 | 0.11% | 0.09% | 190 | -29,042 | -6.74% | Q1 2026 | Apr 23, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 401,302 | 7,745 | 0.22% | 0.19% | 191 | -351 | -0.09% | Q1 2026 | May 08, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 398,161 | 7,684 | 1.51% | 1.53% | 192 | +2,078 | 0.52% | Q1 2026 | Apr 28, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 397,266 | 7,667 | 1.16% | 0.97% | 193 | +25,541 | 6.87% | Q1 2026 | Apr 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 383,340 | 7,398 | 0.22% | 0.18% | 194 | +39 | 0.01% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 381,355 | 7,360 | 0.11% | 0.1% | 195 | -4,746 | -1.23% | Q1 2026 | Apr 17, 2026 |
| Cumberland Partners Ltd | History | No change | 380,005 | 7,334 | 0.56% | 0.38% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cutler Capital Management, LLC | History | Added to | 377,198 | 7,279 | 1.97% | 1.79% | 197 | +3,907 | 1.05% | Q1 2026 | May 15, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 360,835 | 6,964 | 1.57% | 1.13% | 198 | +44,137 | 13.94% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 354,725 | 6,846 | 0.01% | 0.01% | 199 | -14,611 | -3.96% | Q1 2026 | May 14, 2026 |
| Annandale Capital, LLC | History | Reduced | 351,815 | 6,790 | 0.96% | 1.25% | 200 | -286,846 | -44.91% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 336,530 | 6,730 | 0.18% | 0.21% | 201 | +30,757 | 10.06% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 345,555 | 6,669 | 0.07% | 0.06% | 202 | +12,249 | 3.68% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Added to | 345,376 | 6,665 | 0.01% | 0.01% | 203 | +43,617 | 14.45% | Q1 2026 | May 15, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 339,257 | 6,547 | 0.09% | 0.06% | 204 | +40,075 | 13.39% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 344,106 | 6,486 | 0.01% | 0.01% | 205 | -6,020 | -1.72% | Q1 2026 | May 14, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 335,304 | 6,471 | 1.0% | 0.83% | 206 | +2,000 | 0.6% | Q1 2026 | Apr 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 332,476 | 6,416 | 0.15% | 0.08% | 207 | +137,092 | 70.17% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 331,962 | 6,406 | 0.22% | 0.17% | 208 | +38,722 | 13.2% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 329,402 | 6,357 | 0.0% | 0.0% | 209 | +30,292 | 10.13% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 326,264 | 6,296 | 0.07% | 0.07% | 210 | -32,665 | -9.1% | Q1 2026 | Apr 28, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 324,201 | 6,257 | 0.97% | 0.87% | 211 | -8,531 | -2.56% | Q1 2026 | Apr 23, 2026 |
| AR ASSET MANAGEMENT INC | History | Added to | 321,920 | 6,213 | 1.2% | 1.06% | 212 | +7,500 | 2.39% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 320,187 | 6,179 | 0.56% | 0.32% | 213 | -11,192 | -3.38% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 317,951 | 6,136 | 0.02% | 0.02% | 214 | -3,520 | -1.09% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | Reduced | 315,299 | 6,085 | 0.68% | 0.6% | 215 | -2,379 | -0.75% | Q1 2026 | May 14, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 310,572 | 5,994 | 2.77% | 2.39% | 216 | +2,548 | 0.83% | Q1 2026 | Apr 17, 2026 |
| Everest Financial Group LLC | History | Reduced | 308,726 | 5,958 | 0.98% | 1.15% | 217 | -2,240 | -0.72% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 308,493 | 5,953 | 0.03% | 0.03% | 218 | +18,404 | 6.34% | Q1 2026 | May 08, 2026 |
| BAHL & GAYNOR INC | History | Added to | 304,825 | 5,883 | 0.03% | 0.03% | 219 | +2,789 | 0.92% | Q1 2026 | May 07, 2026 |
| DCF Advisers, LLC | History | No change | 300,500 | 5,799 | 1.55% | 1.33% | 220 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 297,710 | 5,745 | 0.3% | 0.26% | 221 | -2,844 | -0.95% | Q1 2026 | Apr 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 297,778 | 5,718 | 0.31% | 0.11% | 222 | +154,761 | 108.21% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 284,100 | 5,476 | 0.01% | 0.01% | 223 | +41,285 | 17.0% | Q1 2026 | May 14, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 282,726 | 5,456 | 0.55% | 0.44% | 224 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 281,696 | 5,436 | 0.33% | 0.28% | 225 | +832 | 0.3% | Q1 2026 | May 04, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 269,208 | 5,195 | 0.03% | 0.03% | 226 | -69,337 | -20.48% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 268,563 | 5,183 | 0.0% | 0.0% | 227 | +8,290 | 3.19% | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 408,565 | 5,174 | 0.04% | 0.01% | 228 | +350,358 | 601.92% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 267,887 | 5,170 | 0.08% | 0.08% | 229 | +4,578 | 1.74% | Q1 2026 | Apr 22, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 263,683 | 5,089 | 0.24% | 0.19% | 230 | +1,160 | 0.44% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 261,805 | 5,052 | 0.01% | 0.01% | 231 | -33,279 | -11.28% | Q1 2026 | Apr 24, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | Reduced | 259,793 | 5,014 | 0.3% | 0.3% | 232 | -79,200 | -23.36% | Q1 2026 | May 14, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 255,200 | 4,925 | 0.97% | 1.06% | 233 | -48,000 | -15.83% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 257,479 | 4,881 | 0.1% | 0.09% | 234 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 252,643 | 4,876 | 0.81% | 0.6% | 235 | +39,395 | 18.47% | Q1 2026 | May 08, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 252,181 | 4,867 | 0.35% | 0.27% | 236 | -5,422 | -2.1% | Q1 2026 | Apr 14, 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | History | Added to | 251,922 | 4,862 | 1.37% | 0.94% | 237 | +30,551 | 13.8% | Q1 2026 | May 11, 2026 |
| TB Alternative Assets Ltd. | History | New | 251,006 | 4,844 | 1.01% | — | 238 | +251,006 | New | Q1 2026 | Apr 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 390,672 | 4,791 | 0.39% | 0.04% | 239 | +359,526 | 1154.32% | Q1 2026 | Apr 10, 2026 |
| Calamos Advisors LLC | History | Added to | 246,052 | 4,748 | 0.02% | 0.01% | 240 | +15,062 | 6.52% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Reduced | 238,567 | 4,604 | 0.21% | 0.19% | 241 | -3,067 | -1.27% | Q1 2026 | Apr 27, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 238,240 | 4,598 | 0.15% | 0.12% | 242 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 236,540 | 4,565 | 3.23% | 3.06% | 243 | -2,325 | -0.97% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 235,648 | 4,548 | 0.12% | 0.11% | 244 | -2,410 | -1.01% | Q1 2026 | May 14, 2026 |
| Mizuho Markets Cayman LP | History | Added to | 230,813 | 4,454 | 0.24% | 0.13% | 245 | +74,577 | 47.73% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 232,631 | 4,424 | 0.31% | 0.28% | 246 | -15,775 | -6.35% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 225,784 | 4,357 | 0.0% | 0.02% | 247 | -2,665,242 | -92.19% | Q1 2026 | May 13, 2026 |
| American Assets Investment Management, LLC | History | No change | 225,800 | 4,357 | 0.3% | 0.26% | 248 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 219,343 | 4,334 | 0.28% | 0.19% | 249 | +47,237 | 27.45% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 224,439 | 4,331 | 0.26% | 0.17% | 250 | +62,916 | 38.95% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Reduced | 220,372 | 4,253 | 0.05% | 0.04% | 251 | -9,068 | -3.95% | Q1 2026 | Apr 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 219,232 | 4,231 | 0.02% | 0.01% | 252 | +556 | 0.25% | Q1 2026 | Apr 24, 2026 |
| Old West Investment Management, LLC | History | No change | 219,080 | 4,228 | 0.46% | 0.64% | 253 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 218,182 | 4,210 | 0.16% | 0.15% | 254 | +1,818 | 0.84% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 222,088 | 4,208 | 0.27% | 0.22% | 255 | +20,412 | 10.12% | Q1 2026 | May 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 217,619 | 4,200 | 0.3% | 0.12% | 256 | +115,302 | 112.69% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 216,416 | 4,176 | 0.09% | 0.08% | 257 | +1,911 | 0.89% | Q1 2026 | May 01, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 216,186 | 4,172 | 0.4% | 0.31% | 258 | +16,193 | 8.1% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 216,142 | 4,171 | 0.14% | 0.08% | 259 | -10,699 | -4.72% | Q1 2026 | Apr 23, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 214,961 | 4,148 | 3.49% | 2.78% | 260 | +10,470 | 5.12% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Reduced | 213,499 | 4,120 | 0.04% | 0.12% | 261 | -88,102 | -29.21% | Q1 2026 | May 12, 2026 |
| PSI Advisors, LLC | History | Reduced | 212,710 | 4,105 | 0.98% | 0.88% | 262 | -225 | -0.11% | Q1 2026 | May 14, 2026 |
| Northern Right Capital Management, L.P. | History | No change | 212,512 | 4,101 | 1.46% | 0.92% | 263 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 211,704 | 4,085 | 0.46% | 0.39% | 264 | +2,336 | 1.12% | Q1 2026 | May 01, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 227,329 | 4,079 | 1.02% | 0.83% | 265 | +32,335 | 16.58% | Q1 2026 | May 07, 2026 |
| Cullen Capital Management, LLC | History | Added to | 209,917 | 4,051 | 0.04% | 0.02% | 266 | +75,696 | 56.4% | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 207,000 | 3,995 | 0.4% | 0.34% | 267 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 206,644 | 3,988 | 0.05% | 0.05% | 268 | -13,368 | -6.08% | Q1 2026 | Apr 20, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 206,401 | 3,983 | 0.26% | 0.22% | 269 | +104 | 0.05% | Q1 2026 | Apr 17, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 204,610 | 3,948 | 0.09% | 0.07% | 270 | +15,565 | 8.23% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 233,235 | 3,884 | 0.03% | 0.02% | 271 | +50,169 | 27.4% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 200,106 | 3,862 | 0.12% | 0.1% | 272 | +13,632 | 7.31% | Q1 2026 | May 11, 2026 |
| Strong Tower Advisory Services | History | Added to | 197,261 | 3,807 | 0.72% | 0.56% | 273 | +7,381 | 3.89% | Q1 2026 | Apr 16, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 197,250 | 3,806 | 2.33% | 1.91% | 274 | +2,250 | 1.15% | Q1 2026 | May 15, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 197,157 | 3,805 | 0.43% | 0.36% | 275 | +8,982 | 4.77% | Q1 2026 | Apr 07, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 195,153 | 3,766 | 0.47% | 0.34% | 276 | +10,530 | 5.7% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 194,113 | 3,746 | 0.04% | 0.04% | 277 | +4,729 | 2.5% | Q1 2026 | Apr 23, 2026 |
| Lavaca Capital LLC | History | Reduced | 192,800 | 3,721 | 0.66% | 0.7% | 278 | -68,926 | -26.34% | Q1 2026 | May 13, 2026 |
| Cannell & Spears LLC | History | Reduced | 192,551 | 3,716 | 0.07% | 0.07% | 279 | -49,546 | -20.47% | Q1 2026 | May 15, 2026 |
| TERRIL BROTHERS, INC. | History | Added to | 201,339 | 3,676 | 1.0% | 0.75% | 280 | +27,125 | 15.57% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | Reduced | 190,273 | 3,672 | 0.02% | 0.02% | 281 | -7,243 | -3.67% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 189,917 | 3,665 | 0.05% | 0.05% | 282 | -5,582 | -2.86% | Q1 2026 | May 12, 2026 |
| Keeler Thomas Management LLC | History | New | 189,192 | 3,651 | 1.55% | — | 283 | +189,192 | New | Q1 2026 | May 11, 2026 |
| Encore Global Management, LP | History | New | 189,000 | 3,647 | 2.55% | — | 284 | +189,000 | New | Q1 2026 | May 15, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 188,858 | 3,644 | 0.55% | 0.45% | 285 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Added to | 186,927 | 3,607 | 0.08% | 0.07% | 286 | +14,684 | 8.53% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 186,158 | 3,592 | 0.02% | 0.01% | 287 | -7,696 | -3.97% | Q1 2026 | May 14, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 185,073 | 3,571 | 1.15% | 1.03% | 288 | -60 | -0.03% | Q1 2026 | May 08, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 184,173 | 3,554 | 0.59% | 0.71% | 289 | -602 | -0.33% | Q1 2026 | Apr 17, 2026 |
| FAYEZ SAROFIM & CO | History | Added to | 183,024 | 3,532 | 0.01% | 0.01% | 290 | +3,000 | 1.67% | Q1 2026 | May 15, 2026 |
| Enclave Advisors LLC | History | Reduced | 181,490 | 3,502 | 0.48% | 0.43% | 291 | -3,028 | -1.64% | Q1 2026 | Apr 13, 2026 |
| ArchPoint Investors | History | No change | 181,126 | 3,495 | 0.83% | 0.71% | 292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Haverford Trust Co | History | Added to | 181,005 | 3,493 | 0.03% | 0.01% | 293 | +83,377 | 85.4% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 180,861 | 3,490 | 0.06% | 0.05% | 294 | +37,917 | 26.53% | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 179,817 | 3,470 | 0.27% | 0.07% | 295 | +128,783 | 252.35% | Q1 2026 | May 07, 2026 |
| Corps Capital Advisors, LLC | History | Added to | 179,022 | 3,455 | 3.0% | 2.79% | 296 | +15,230 | 9.3% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 175,339 | 3,384 | 0.0% | 0.0% | 297 | +58,612 | 50.21% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 174,249 | 3,352 | 0.05% | 0.04% | 298 | +44,552 | 34.35% | Q1 2026 | May 15, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 173,426 | 3,347 | 0.56% | 0.49% | 299 | +730 | 0.42% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 172,971 | 3,338 | 0.0% | 0.0% | 300 | -102,593 | -37.23% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 172,289 | 3,325 | 0.04% | 0.03% | 301 | -6,725 | -3.76% | Q1 2026 | May 13, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 169,498 | 3,271 | 0.67% | 0.56% | 302 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 167,350 | 3,229 | 0.14% | 0.12% | 303 | -820 | -0.49% | Q1 2026 | May 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 165,499 | 3,194 | 0.05% | 0.04% | 304 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Prospect Financial Services LLC | History | Reduced | 165,169 | 3,187 | 1.95% | 1.59% | 305 | -3,050 | -1.81% | Q1 2026 | Apr 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 164,961 | 3,183 | 0.1% | 0.1% | 306 | -22,105 | -11.82% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 192,810 | 3,179 | 0.06% | 0.06% | 307 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 162,600 | 3,138 | 0.07% | 0.06% | 308 | -25 | -0.02% | Q1 2026 | Apr 30, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 162,100 | 3,128 | 0.39% | 0.17% | 309 | +84,000 | 107.55% | Q1 2026 | Apr 30, 2026 |
| Pingora Partners LLC | History | Added to | 162,094 | 3,128 | 1.85% | 1.62% | 310 | +1,300 | 0.81% | Q1 2026 | May 15, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 161,782 | 3,122 | 1.35% | 1.14% | 311 | -3,678 | -2.22% | Q1 2026 | Apr 24, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 160,294 | 3,093 | 0.58% | 0.51% | 313 | +13,265 | 9.02% | Q1 2026 | Apr 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 161,065 | 3,093 | 0.07% | 0.06% | 312 | +4,343 | 2.77% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 159,649 | 3,081 | 0.07% | 0.06% | 314 | -101 | -0.06% | Q1 2026 | May 15, 2026 |
| Henson-Edgewater Management, LLC | History | No change | 157,780 | 3,045 | 1.94% | 1.54% | 315 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Royal Palms Capital LLC | History | Reduced | 157,395 | 3,037 | 3.01% | 3.15% | 316 | -3,775 | -2.34% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 157,220 | 3,034 | 0.77% | 0.7% | 317 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 182,938 | 3,017 | 2.15% | 1.98% | 318 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 156,266 | 3,015 | 0.02% | 0.02% | 319 | +66,191 | 73.48% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 155,977 | 3,010 | 0.05% | 0.04% | 320 | +27,385 | 21.3% | Q1 2026 | May 18, 2026 |
| Texas Bank & Trust Co | History | No change | 155,958 | 3,009 | 1.13% | 0.94% | 321 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 155,804 | 3,007 | 0.75% | 0.73% | 322 | -10,837 | -6.5% | Q1 2026 | Apr 16, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 154,688 | 2,985 | 0.13% | 0.06% | 323 | +74,062 | 91.86% | Q1 2026 | May 11, 2026 |
| Baugh & Associates, LLC | History | Reduced | 154,077 | 2,973 | 1.28% | 1.16% | 324 | -3,786 | -2.4% | Q1 2026 | Apr 16, 2026 |
| Hartree Partners, LP | History | New | 150,000 | 2,895 | 0.62% | — | 325 | +150,000 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 151,402 | 2,885 | 0.01% | 0.01% | 326 | +24,194 | 19.02% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 149,457 | 2,884 | 0.07% | 0.07% | 327 | -18,060 | -10.78% | Q1 2026 | Apr 29, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 148,374 | 2,863 | 0.04% | 0.04% | 328 | +3,194 | 2.2% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 147,246 | 2,841 | 0.3% | 0.01% | 329 | +141,811 | 2609.22% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Reduced | 146,731 | 2,831 | 0.01% | 0.01% | 330 | -16,369 | -10.04% | Q1 2026 | May 14, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 145,833 | 2,814 | 0.8% | 0.63% | 331 | +14,126 | 10.73% | Q1 2026 | Apr 23, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 145,142 | 2,801 | 0.09% | 0.08% | 332 | -569 | -0.39% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Added to | 144,867 | 2,795 | 0.14% | 0.11% | 333 | +12,882 | 9.76% | Q1 2026 | May 04, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 143,716 | 2,774 | 0.08% | 0.07% | 334 | -93 | -0.06% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 157,376 | 2,765 | 0.08% | 0.06% | 335 | +34,757 | 28.35% | Q1 2026 | May 04, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 142,168 | 2,743 | 1.69% | 1.37% | 336 | +1,039 | 0.74% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 139,481 | 2,691 | 0.05% | 0.04% | 337 | +914 | 0.66% | Q1 2026 | Apr 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 137,854 | 2,660 | 0.02% | 0.02% | 338 | -6,620 | -4.58% | Q1 2026 | May 15, 2026 |
| OUTFITTERS FINANCIAL LLC | History | No change | 137,762 | 2,658 | 2.06% | 1.79% | 339 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Caprock Group, LLC | History | Reduced | 136,559 | 2,635 | 0.06% | 0.05% | 340 | -13,596 | -9.05% | Q1 2026 | May 11, 2026 |
| Clarus Group, Inc. | History | Reduced | 134,799 | 2,601 | 0.93% | 0.8% | 341 | -267 | -0.2% | Q1 2026 | Apr 21, 2026 |
| Sage Investment Counsel LLC | History | No change | 134,809 | 2,601 | 2.89% | 2.45% | 342 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ACT CAPITAL MANAGEMENT, LLC | History | No change | 133,100 | 2,568 | 2.02% | 1.77% | 343 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Curi Capital, LLC | History | Added to | 132,128 | 2,550 | 0.05% | 0.03% | 344 | +34,270 | 35.02% | Q1 2026 | May 15, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 131,192 | 2,532 | 0.18% | 0.16% | 345 | +27 | 0.02% | Q1 2026 | Apr 29, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 151,541 | 2,498 | 0.28% | 0.28% | 346 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Uptown Financial Advisors LLC | History | Reduced | 128,734 | 2,484 | 1.97% | 1.54% | 347 | -1,417 | -1.09% | Q1 2026 | Apr 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 126,160 | 2,434 | 0.05% | 0.04% | 348 | -4,355 | -3.34% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 125,886 | 2,429 | 0.01% | 0.01% | 349 | +16,882 | 15.49% | Q1 2026 | May 15, 2026 |
| Sullivan Wood Capital Management LLC | History | Reduced | 125,726 | 2,426 | 4.25% | 3.63% | 350 | -20,125 | -13.8% | Q1 2026 | May 06, 2026 |
| Broderick Brian C | History | New | 125,000 | 2,412 | 0.44% | — | 351 | +125,000 | New | Q1 2026 | May 07, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 151,242 | 2,400 | 0.17% | 0.12% | 352 | +41,615 | 37.96% | Q1 2026 | May 05, 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | History | Reduced | 123,300 | 2,380 | 1.14% | 0.7% | 353 | -2,800 | -2.22% | Q1 2026 | May 01, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 122,065 | 2,355 | 0.12% | 0.1% | 354 | -15,782 | -11.45% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 119,838 | 2,312 | 0.09% | 0.1% | 355 | +64,000 | 114.62% | Q1 2026 | May 15, 2026 |
| Intellus Advisors LLC | History | Added to | 118,982 | 2,296 | 0.31% | 0.26% | 356 | +215 | 0.18% | Q1 2026 | May 07, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 116,048 | 2,239 | 0.69% | 0.56% | 357 | -413 | -0.35% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 115,676 | 2,232 | 0.03% | 0.02% | 358 | +19,026 | 19.69% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 115,466 | 2,228 | 0.01% | 0.01% | 359 | +1,218 | 1.07% | Q1 2026 | Apr 15, 2026 |
| Fortitude Family Office, LLC | History | Added to | 115,408 | 2,227 | 0.5% | 0.39% | 360 | +13,428 | 13.17% | Q1 2026 | Apr 15, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Reduced | 218,699 | 2,220 | 1.42% | 0.94% | 361 | -103,937 | -32.21% | Q1 2026 | May 15, 2026 |
| Intellectus Partners, LLC | History | Added to | 114,427 | 2,208 | 0.45% | 0.36% | 362 | +107 | 0.09% | Q1 2026 | Apr 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 112,836 | 2,177 | 0.05% | 0.07% | 364 | +21,004 | 22.87% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 112,835 | 2,177 | 0.02% | 0.02% | 363 | +21,003 | 22.87% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 112,284 | 2,167 | 0.03% | 0.03% | 365 | -2,215 | -1.93% | Q1 2026 | Apr 27, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 111,959 | 2,160 | 0.37% | 0.32% | 366 | -1,730 | -1.52% | Q1 2026 | Apr 21, 2026 |
| ZEGA Investments, LLC | History | Added to | 111,479 | 2,151 | 0.24% | 0.11% | 367 | +55,314 | 98.48% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 110,976 | 2,141 | 0.01% | 0.01% | 368 | +7,586 | 7.34% | Q1 2026 | May 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 110,214 | 2,127 | 0.44% | 0.41% | 369 | -2,527 | -2.24% | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 108,677 | 2,097 | 0.01% | 0.01% | 370 | +57,340 | 111.69% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 108,249 | 2,089 | 0.12% | 0.1% | 371 | -1,173 | -1.07% | Q1 2026 | May 13, 2026 |
| WESBANCO BANK INC | History | No change | 106,917 | 2,063 | 0.06% | 0.05% | 372 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 106,560 | 2,056 | 0.19% | 0.16% | 373 | +2,701 | 2.6% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 106,240 | 2,050 | 0.01% | 0.01% | 374 | -109,729 | -50.81% | Q1 2026 | May 04, 2026 |
| Keystone Financial Group | History | Added to | 106,237 | 2,050 | 0.14% | 0.09% | 375 | +35,723 | 50.66% | Q1 2026 | May 13, 2026 |
| Intrua Financial, LLC | History | Reduced | 106,214 | 2,049 | 0.21% | 0.21% | 376 | -13,914 | -11.58% | Q1 2026 | Apr 23, 2026 |
| River Road Asset Management, LLC | History | Added to | 105,635 | 2,038 | 0.02% | 0.01% | 377 | +30,680 | 40.93% | Q1 2026 | Apr 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 105,565 | 2,037 | 0.01% | 0.0% | 378 | +4,411 | 4.36% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 105,450 | 2,035 | 0.06% | 0.06% | 379 | -308 | -0.29% | Q1 2026 | May 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 105,384 | 2,033 | 1.3% | 0.97% | 380 | +12,479 | 13.43% | Q1 2026 | May 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 102,373 | 1,975 | 0.21% | 0.18% | 381 | +65 | 0.06% | Q1 2026 | May 07, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 101,856 | 1,965 | 0.03% | 0.02% | 382 | +28,344 | 38.56% | Q1 2026 | May 12, 2026 |
| Legacy Advisors, LLC | History | Reduced | 101,747 | 1,963 | 0.23% | 0.19% | 383 | -7,165 | -6.58% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 102,800 | 1,955 | 0.02% | 0.02% | 384 | -34,178 | -24.95% | Q1 2026 | Apr 07, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 101,055 | 1,950 | 0.43% | 0.44% | 385 | -11,612 | -10.31% | Q1 2026 | Apr 21, 2026 |
| Ariston Services Group | History | Closed out | 0 | 1,943 | 1.16% | 0.97% | 386 | -100,683 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 100,000 | 1,930 | 0.31% | — | 388 | +100,000 | New | Q1 2026 | May 06, 2026 |
| JBF Capital, Inc. | History | Added to | 100,000 | 1,930 | 0.29% | 0.07% | 387 | +70,000 | 233.33% | Q1 2026 | May 08, 2026 |
| Mountain Lake Investment Management LLC | History | No change | 99,285 | 1,916 | 1.24% | 1.24% | 389 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 99,137 | 1,913 | 0.02% | 0.02% | 390 | -8,148 | -7.59% | Q1 2026 | May 11, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 99,068 | 1,912 | 0.3% | — | 391 | +99,068 | New | Q1 2026 | Apr 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 98,262 | 1,896 | 0.06% | 0.05% | 392 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 98,143 | 1,894 | 0.06% | 0.05% | 393 | +3,077 | 3.24% | Q1 2026 | Apr 27, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 98,116 | 1,893 | 0.16% | 0.14% | 394 | +516 | 0.53% | Q1 2026 | May 07, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Reduced | 96,792 | 1,868 | 0.34% | 0.31% | 395 | -2,286 | -2.31% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Partners, LLC | History | No change | 96,500 | 1,862 | 0.14% | 0.11% | 396 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NFSG Corp | History | Added to | 95,876 | 1,850 | 0.3% | 0.23% | 397 | +7,429 | 8.4% | Q1 2026 | May 05, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 95,663 | 1,846 | 0.03% | 0.02% | 398 | +19,683 | 25.91% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 95,669 | 1,846 | 0.01% | 0.01% | 399 | -12,980 | -11.95% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 93,853 | 1,838 | 0.12% | 0.08% | 400 | -5,463 | -5.5% | Q1 2026 | Apr 24, 2026 |
| CHELSEA COUNSEL CO | History | No change | 94,000 | 1,814 | 0.81% | 0.67% | 401 | 0 | 0.0% | Q1 2026 | Jun 04, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 92,617 | 1,787 | 0.27% | 0.27% | 402 | -20,228 | -17.93% | Q1 2026 | May 04, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 92,467 | 1,784 | 0.66% | 0.5% | 404 | +5,077 | 5.81% | Q1 2026 | May 04, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 92,447 | 1,784 | 0.17% | 0.15% | 403 | -1,310 | -1.4% | Q1 2026 | Apr 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 92,313 | 1,781 | 0.26% | 0.24% | 406 | -41 | -0.04% | Q1 2026 | Apr 24, 2026 |
| HWG Holdings LP | History | No change | 92,302 | 1,781 | 0.46% | 0.37% | 405 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Manske Wealth Management | History | Reduced | 92,093 | 1,777 | 0.5% | 0.45% | 407 | -786 | -0.85% | Q1 2026 | Apr 30, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 91,087 | 1,757 | 0.2% | 0.0% | 408 | +89,877 | 7427.85% | Q1 2026 | Apr 15, 2026 |
| Axiom Investment Management LLC | History | New | 90,901 | 1,754 | 1.33% | — | 409 | +90,901 | New | Q1 2026 | May 26, 2026 |
| Alpha Wealth Funds, LLC | History | No change | 89,500 | 1,753 | 1.18% | 0.92% | 410 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 90,704 | 1,750 | 1.15% | 1.01% | 411 | -1,480 | -1.61% | Q1 2026 | May 13, 2026 |
| Carrera Capital Advisors | History | Added to | 90,668 | 1,749 | 0.27% | 0.12% | 412 | +48,865 | 116.89% | Q1 2026 | May 04, 2026 |
| Avior Wealth Management, LLC | History | Added to | 90,606 | 1,748 | 0.05% | 0.05% | 413 | +446 | 0.49% | Q1 2026 | Apr 09, 2026 |
| Virtue Capital Management, LLC | History | No change | 89,253 | 1,748 | 0.27% | 0.23% | 414 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rossmore Private Capital | History | No change | 90,000 | 1,737 | 0.15% | 0.13% | 415 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SCP Investment, LP | History | Reduced | 88,600 | 1,709 | 1.89% | 1.6% | 416 | -30,200 | -25.42% | Q1 2026 | May 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 88,000 | 1,698 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 87,707 | 1,692 | 0.0% | 0.0% | 418 | -12,600 | -12.56% | Q1 2026 | May 13, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 87,586 | 1,690 | 0.68% | 0.53% | 419 | +10,811 | 14.08% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 84,879 | 1,677 | 0.03% | — | 420 | +84,879 | New | Q1 2026 | May 01, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | Reduced | 86,872 | 1,676 | 0.44% | 1.0% | 421 | -131,062 | -60.14% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | Reduced | 86,328 | 1,666 | 0.06% | 0.07% | 422 | -106 | -0.12% | Q1 2026 | Jun 18, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 86,649 | 1,664 | 0.42% | 0.33% | 423 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 85,855 | 1,657 | 1.31% | 1.24% | 424 | -9,045 | -9.53% | Q1 2026 | Apr 21, 2026 |
| NICOLET BANKSHARES INC | History | New | 86,013 | 1,656 | 0.06% | — | 425 | +86,013 | New | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Added to | 85,763 | 1,655 | 0.07% | 0.06% | 426 | +23 | 0.03% | Q1 2026 | May 08, 2026 |
| Stablepoint Partners, LLC | History | Added to | 85,426 | 1,648 | 0.25% | 0.22% | 427 | +4 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 85,242 | 1,645 | 0.13% | 0.12% | 428 | +4 | 0.0% | Q1 2026 | May 01, 2026 |
| Meixler Investment Management, Ltd. | History | New | 86,875 | 1,644 | 0.88% | — | 429 | +86,875 | New | Q1 2026 | May 06, 2026 |
| Evanson Asset Management, LLC | History | Added to | 83,001 | 1,601 | 0.09% | 0.04% | 430 | +42,540 | 105.14% | Q1 2026 | Apr 08, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 82,952 | 1,600 | 0.74% | 0.69% | 431 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 82,733 | 1,596 | 0.25% | 0.18% | 432 | +7,677 | 10.23% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 82,366 | 1,589 | 0.06% | 0.05% | 433 | -3,736 | -4.34% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 81,355 | 1,570 | 0.04% | 0.03% | 434 | +9,211 | 12.77% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 80,963 | 1,562 | 0.01% | 0.01% | 435 | -58,922 | -42.12% | Q1 2026 | May 14, 2026 |
| Burford Brothers, Inc. | History | Added to | 80,853 | 1,560 | 0.64% | 0.52% | 436 | +3,767 | 4.89% | Q1 2026 | Apr 27, 2026 |
| Enhancing Capital LLC | History | No change | 80,640 | 1,556 | 1.15% | 0.95% | 437 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Directional Asset Management | History | No change | 80,500 | 1,553 | 1.42% | 1.16% | 438 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 80,373 | 1,551 | 0.58% | 0.47% | 439 | -584 | -0.72% | Q1 2026 | Apr 08, 2026 |
| MATTERS CAPITAL LLC | History | No change | 80,271 | 1,549 | 1.37% | 1.08% | 440 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 79,918 | 1,542 | 0.22% | 0.21% | 441 | +13 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Reduced | 79,348 | 1,531 | 0.01% | 0.01% | 442 | -8,089 | -9.25% | Q1 2026 | Apr 15, 2026 |
| Avos Capital Management, LLC | History | Added to | 79,365 | 1,531 | 0.61% | 0.55% | 443 | +2,670 | 3.48% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Reduced | 79,262 | 1,529 | 0.13% | 0.11% | 444 | -25 | -0.03% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 78,838 | 1,521 | 0.03% | 0.03% | 445 | +3,777 | 5.03% | Q1 2026 | Apr 13, 2026 |
| GFG Capital, LLC | History | New | 78,668 | 1,518 | 0.48% | — | 447 | +78,668 | New | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | Added to | 78,689 | 1,518 | 0.05% | 0.03% | 446 | +16,450 | 26.43% | Q1 2026 | Apr 22, 2026 |
| Glenview Trust Co | History | Added to | 78,315 | 1,511 | 0.02% | 0.02% | 448 | +1,831 | 2.39% | Q1 2026 | May 08, 2026 |
| Kercheville Advisors, LLC | History | Added to | 77,990 | 1,505 | 0.48% | 0.31% | 449 | +13,573 | 21.07% | Q1 2026 | Apr 20, 2026 |
| F/m Investments LLC | History | No change | 77,933 | 1,504 | 0.1% | 0.05% | 450 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 77,306 | 1,491 | 0.47% | 0.41% | 451 | +861 | 1.13% | Q1 2026 | May 13, 2026 |
| Inscription Capital, LLC | History | Added to | 77,170 | 1,489 | 0.16% | 0.13% | 452 | +122 | 0.16% | Q1 2026 | Apr 20, 2026 |
| ALBERT D MASON INC | History | Added to | 76,534 | 1,477 | 0.96% | 0.82% | 453 | +1,292 | 1.72% | Q1 2026 | Apr 15, 2026 |
| Canal Capital Management, LLC | History | New | 76,187 | 1,470 | 0.2% | — | 454 | +76,187 | New | Q1 2026 | Apr 27, 2026 |
| Addis & Hill, Inc | History | Reduced | 75,658 | 1,460 | 0.89% | 0.78% | 455 | -2,671 | -3.41% | Q1 2026 | Apr 16, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 75,042 | 1,448 | 0.31% | 0.32% | 456 | -16,592 | -18.11% | Q1 2026 | May 08, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 75,004 | 1,445 | 0.11% | 0.04% | 457 | +34,836 | 86.73% | Q1 2026 | May 20, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | Added to | 75,000 | 1,440 | 0.18% | 0.05% | 458 | +50,000 | 200.0% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 80,987 | 1,440 | 0.02% | 0.02% | 459 | +3,385 | 4.36% | Q1 2026 | May 12, 2026 |
| Penbrook Management LLC | History | No change | 74,489 | 1,437 | 1.09% | 0.85% | 460 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 74,943 | 1,430 | 0.08% | 0.07% | 461 | +262 | 0.35% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 73,877 | 1,425 | 0.01% | 0.0% | 462 | +21,174 | 40.18% | Q1 2026 | Apr 30, 2026 |
| Bramshill Investments, LLC | History | Reduced | 73,804 | 1,424 | 0.12% | 0.09% | 463 | -18,743 | -20.25% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Added to | 73,790 | 1,424 | 0.15% | 0.11% | 464 | +395 | 0.54% | Q1 2026 | May 11, 2026 |
| Asio Capital, LLC | History | No change | 73,500 | 1,418 | 0.2% | 0.17% | 465 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 73,448 | 1,417 | 0.04% | 0.03% | 466 | +18,311 | 33.21% | Q1 2026 | Apr 08, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 73,225 | 1,413 | 0.57% | 0.52% | 467 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | New | 74,839 | 1,411 | 0.02% | — | 468 | +74,839 | New | Q1 2026 | Apr 20, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 72,085 | 1,391 | 0.14% | 0.1% | 469 | +10,330 | 16.73% | Q1 2026 | May 12, 2026 |
| Abundance Wealth Counselors | History | Added to | 71,843 | 1,386 | 0.2% | 0.15% | 471 | +17,535 | 32.29% | Q1 2026 | Apr 22, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 71,859 | 1,386 | 0.05% | 0.04% | 470 | -3,666 | -4.85% | Q1 2026 | May 06, 2026 |
| Inspire Advisors, LLC | History | Reduced | 71,568 | 1,381 | 0.11% | 0.12% | 472 | -10,150 | -12.42% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 71,149 | 1,373 | 0.1% | 0.08% | 473 | +7,500 | 11.78% | Q1 2026 | Apr 20, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 70,123 | 1,353 | 0.15% | 0.12% | 474 | +898 | 1.3% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 70,053 | 1,352 | 0.1% | 0.08% | 475 | +3,391 | 5.09% | Q1 2026 | Apr 14, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 70,038 | 1,351 | 0.97% | 0.88% | 476 | -3,330 | -4.54% | Q1 2026 | May 07, 2026 |
| Platform Technology Partners | History | Added to | 69,115 | 1,333 | 0.26% | 0.24% | 477 | +586 | 0.86% | Q1 2026 | Apr 27, 2026 |
| Paragon Capital Management Ltd | History | No change | 68,724 | 1,326 | 0.28% | 0.23% | 478 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 68,509 | 1,322 | 0.01% | 0.01% | 479 | +5,793 | 9.24% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 68,365 | 1,319 | 0.17% | 0.16% | 480 | -63 | -0.09% | Q1 2026 | May 11, 2026 |
| Hudson Value Partners, LLC | History | Added to | 68,275 | 1,317 | 0.39% | 0.32% | 481 | +3,500 | 5.4% | Q1 2026 | Apr 14, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Added to | 67,900 | 1,310 | 0.17% | 0.15% | 482 | +500 | 0.74% | Q1 2026 | Apr 09, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 67,526 | 1,303 | 0.01% | 0.01% | 483 | +18,137 | 36.72% | Q1 2026 | May 05, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 66,660 | 1,286 | 0.46% | 0.44% | 484 | -7,337 | -9.92% | Q1 2026 | May 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 65,737 | 1,268 | 0.18% | 0.17% | 485 | +224 | 0.34% | Q1 2026 | May 08, 2026 |
| AlTi Global, Inc. | History | New | 65,458 | 1,263 | 0.03% | — | 486 | +65,458 | New | Q1 2026 | May 07, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 65,402 | 1,262 | 0.0% | 0.0% | 487 | +9,850 | 17.73% | Q1 2026 | May 15, 2026 |
| Greenland Capital Management LP | History | New | 65,000 | 1,254 | 0.16% | — | 488 | +65,000 | New | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 64,949 | 1,253 | 0.06% | 0.05% | 489 | +468 | 0.73% | Q1 2026 | Apr 28, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 64,166 | 1,238 | 0.14% | 0.13% | 490 | -5,100 | -7.36% | Q1 2026 | Apr 13, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 64,000 | 1,235 | 0.29% | 0.24% | 491 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 63,030 | 1,216 | 0.1% | 0.08% | 492 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 62,986 | 1,215 | 0.21% | 0.17% | 493 | +2,500 | 4.13% | Q1 2026 | Apr 13, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 62,147 | 1,199 | 1.03% | 0.77% | 494 | +4,000 | 6.88% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 61,654 | 1,189 | 0.13% | 0.09% | 495 | +13,673 | 28.5% | Q1 2026 | May 04, 2026 |
| Greenline Partners, LLC | History | Added to | 60,687 | 1,171 | 0.13% | 0.07% | 496 | +24,877 | 69.47% | Q1 2026 | May 15, 2026 |
| LMG Wealth Partners, LLC | History | No change | 60,131 | 1,160 | 0.21% | 0.18% | 497 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 60,000 | 1,158 | 0.33% | 0.24% | 498 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Claro Advisors Inc. | History | No change | 59,814 | 1,154 | 0.14% | 0.13% | 499 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 64,193 | 1,153 | 0.41% | 0.31% | 500 | +11,900 | 22.76% | Q1 2026 | Apr 22, 2026 |
| Nilsine Partners, LLC | History | Reduced | 60,171 | 1,146 | 0.09% | 0.09% | 501 | -818 | -1.34% | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Added to | 59,040 | 1,139 | 0.06% | 0.05% | 502 | +1,140 | 1.97% | Q1 2026 | May 05, 2026 |
| Xcel Wealth Management, LLC | History | New | 58,985 | 1,138 | 0.31% | — | 503 | +58,985 | New | Q1 2026 | Apr 21, 2026 |
| Independent Wealth Network Inc. | History | Added to | 58,808 | 1,135 | 0.34% | 0.29% | 504 | +1,935 | 3.4% | Q1 2026 | Apr 20, 2026 |
| BURNEY CO/ | History | Reduced | 58,297 | 1,125 | 0.04% | 0.03% | 505 | -6,202 | -9.62% | Q1 2026 | Apr 29, 2026 |
| RAHLFS CAPITAL, LLC | History | New | 58,225 | 1,123 | 0.83% | — | 507 | +58,225 | New | Q1 2026 | May 11, 2026 |
| Obermeyer Wealth Partners | History | No change | 58,217 | 1,123 | 0.05% | 0.04% | 506 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 58,000 | 1,119 | 0.6% | 0.51% | 508 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 57,141 | 1,102 | 0.23% | — | 509 | +57,141 | New | Q1 2026 | May 04, 2026 |
| StoneX Group Inc. | History | Reduced | 56,896 | 1,098 | 0.06% | 0.05% | 510 | -8,614 | -13.15% | Q1 2026 | May 14, 2026 |
| Emissary Wealth LLC | History | Added to | 56,633 | 1,093 | 1.02% | 0.76% | 511 | +1,485 | 2.69% | Q1 2026 | May 08, 2026 |
| Fortis Capital Management LLC | History | Added to | 56,488 | 1,090 | 0.11% | 0.11% | 512 | +6,599 | 13.23% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 56,321 | 1,087 | 0.02% | 0.01% | 513 | +27,815 | 97.58% | Q1 2026 | May 04, 2026 |
| Olistico Wealth, LLC | History | No change | 56,246 | 1,085 | 0.53% | 0.45% | 514 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Added to | 55,909 | 1,079 | 0.02% | 0.02% | 515 | +3,158 | 5.99% | Q1 2026 | Apr 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 57,892 | 1,078 | 0.03% | 0.03% | 516 | +8,710 | 17.71% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 55,876 | 1,078 | 0.53% | 0.26% | 517 | +40 | 0.07% | Q1 2026 | Apr 20, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 52,830 | 1,061 | 0.06% | 0.06% | 518 | +2 | 0.0% | Q1 2026 | May 14, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | New | 54,898 | 1,059 | 0.46% | — | 519 | +54,898 | New | Q1 2026 | Apr 21, 2026 |
| LAVELLE CAPITAL LP | History | Added to | 54,421 | 1,050 | 0.65% | 0.56% | 520 | +510 | 0.95% | Q1 2026 | May 28, 2026 |
| XML Financial, LLC | History | Added to | 62,791 | 1,048 | 0.08% | 0.06% | 521 | +16,154 | 34.64% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 54,120 | 1,044 | 0.05% | 0.05% | 522 | +426 | 0.79% | Q1 2026 | Apr 23, 2026 |
| Diversified Enterprises, LLC | History | No change | 53,923 | 1,040 | 0.06% | 0.05% | 523 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 53,680 | 1,036 | 0.05% | 0.04% | 524 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LexAurum Advisors, LLC | History | New | 53,547 | 1,033 | 0.13% | — | 525 | +53,547 | New | Q1 2026 | Apr 13, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 52,202 | 1,031 | 0.16% | 0.05% | 526 | -38,270 | -42.3% | Q1 2026 | May 01, 2026 |
| BLB&B Advisors, LLC | History | Added to | 53,302 | 1,028 | 0.04% | 0.03% | 527 | +4,251 | 8.67% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 53,230 | 1,027 | 0.04% | 0.03% | 528 | +345 | 0.65% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 52,912 | 1,021 | 0.05% | 0.04% | 529 | -2,146 | -3.9% | Q1 2026 | May 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 52,541 | 1,014 | 0.0% | 0.0% | 530 | +1,640 | 3.22% | Q1 2026 | May 15, 2026 |
| Talon Private Wealth, LLC | History | New | 52,455 | 1,012 | 0.13% | — | 531 | +52,455 | New | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 52,420 | 1,011 | 0.02% | 0.01% | 532 | +7,785 | 17.44% | Q1 2026 | Apr 10, 2026 |
| HFG Advisors, Inc. | History | Reduced | 52,334 | 1,010 | 0.71% | 0.83% | 533 | -17,118 | -24.65% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 51,724 | 998 | 0.01% | 0.03% | 534 | -128,274 | -71.26% | Q1 2026 | May 12, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 51,470 | 993 | 1.01% | 0.87% | 535 | -6,016 | -10.47% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 51,314 | 990 | 0.03% | 0.02% | 536 | +116 | 0.23% | Q1 2026 | May 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 51,231 | 988 | 0.33% | 0.28% | 537 | -455 | -0.88% | Q1 2026 | Apr 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 51,163 | 987 | 0.07% | 0.02% | 538 | +38,270 | 296.83% | Q1 2026 | May 12, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 50,921 | 982 | 0.16% | 0.14% | 539 | +1,825 | 3.72% | Q1 2026 | Apr 09, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 50,874 | 981 | 0.03% | 0.02% | 540 | +1,865 | 3.81% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 50,588 | 976 | 0.02% | 0.02% | 541 | -1,898 | -3.62% | Q1 2026 | Jun 02, 2026 |
| Advisor OS, LLC | History | Added to | 50,529 | 975 | 0.07% | 0.06% | 542 | +2,377 | 4.94% | Q1 2026 | May 07, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 50,427 | 973 | 0.14% | 0.12% | 543 | +175 | 0.35% | Q1 2026 | Apr 29, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 50,386 | 972 | 0.53% | 0.48% | 544 | -1,000 | -1.95% | Q1 2026 | Apr 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 50,172 | 968 | 0.04% | 0.04% | 545 | +1,830 | 3.79% | Q1 2026 | Apr 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 50,165 | 968 | 0.08% | 0.06% | 546 | +490 | 0.99% | Q1 2026 | May 13, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 50,111 | 967 | 0.12% | 0.04% | 547 | +33,211 | 196.51% | Q1 2026 | Apr 16, 2026 |
| TRB Wealth Management, LLC | History | New | 50,000 | 965 | 0.14% | — | 548 | +50,000 | New | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 51,343 | 964 | 0.0% | 0.0% | 549 | +32,754 | 176.2% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 49,507 | 955 | 0.02% | 0.01% | 550 | +9,821 | 24.75% | Q1 2026 | May 04, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 49,267 | 950 | 0.14% | 0.12% | 551 | +700 | 1.44% | Q1 2026 | Apr 21, 2026 |
| Corsicana & Co. | History | Reduced | 50,840 | 945 | 0.6% | 0.47% | 552 | -400 | -0.78% | Q1 2026 | May 13, 2026 |
| Mattern Wealth Management LLC | History | Added to | 48,772 | 941 | 0.18% | 0.15% | 553 | +2,000 | 4.28% | Q1 2026 | Apr 23, 2026 |
| Elemental Capital Partners LLC | History | New | 48,439 | 934 | 0.4% | — | 554 | +48,439 | New | Q1 2026 | Apr 27, 2026 |
| National Philanthropic Trust | History | Added to | 47,634 | 919 | 0.01% | 0.01% | 555 | +5,310 | 12.55% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 47,528 | 917 | 0.01% | 0.01% | 556 | -1,409 | -2.88% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 47,542 | 916 | 0.0% | 0.0% | 557 | +13,915 | 41.38% | Q1 2026 | May 14, 2026 |
| Oak Harvest Investment Services | History | Added to | 47,188 | 910 | 0.09% | 0.08% | 558 | +1,428 | 3.12% | Q1 2026 | Apr 22, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 47,094 | 908 | 0.14% | 0.11% | 559 | +60 | 0.13% | Q1 2026 | Apr 09, 2026 |
| Excelsior Advisor Network LLC | History | New | 46,708 | 901 | 0.34% | — | 560 | +46,708 | New | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Added to | 46,441 | 896 | 2.57% | 0.03% | 561 | +8,465 | 22.29% | Q1 2026 | May 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 46,283 | 893 | 0.06% | 0.05% | 562 | -333 | -0.71% | Q1 2026 | May 06, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 45,950 | 886 | 0.51% | 0.45% | 563 | +93 | 0.2% | Q1 2026 | Apr 16, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 45,700 | 882 | 0.03% | 0.02% | 564 | -1,300 | -2.77% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 45,356 | 875 | 0.07% | 0.07% | 565 | -1,153 | -2.48% | Q1 2026 | Apr 16, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 45,243 | 873 | 0.42% | 0.33% | 566 | +5,200 | 12.99% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 44,981 | 868 | 0.01% | 0.01% | 567 | +15,425 | 52.19% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 45,021 | 868 | 0.02% | 0.02% | 568 | +3,364 | 8.08% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Added to | 44,870 | 865 | 0.15% | 0.14% | 569 | +959 | 2.18% | Q1 2026 | May 08, 2026 |
| SCHULHOFF & CO INC | History | No change | 44,625 | 861 | 0.35% | 0.31% | 570 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 44,496 | 858 | 0.15% | 0.13% | 571 | +765 | 1.75% | Q1 2026 | Apr 22, 2026 |
| Waterfront Wealth Inc. | History | Added to | 44,376 | 856 | 0.16% | 0.15% | 572 | +10 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Hardy Reed LLC | History | No change | 44,040 | 849 | 0.06% | 0.05% | 573 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 43,893 | 847 | 0.03% | 0.03% | 574 | -1,779 | -3.9% | Q1 2026 | May 15, 2026 |
| one8zero8, LLC | History | No change | 43,834 | 845 | 0.19% | 0.16% | 575 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 43,394 | 837 | 0.08% | 0.07% | 576 | +277 | 0.64% | Q1 2026 | Apr 09, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 43,300 | 835 | 0.03% | 0.03% | 577 | -1,781 | -3.95% | Q1 2026 | Apr 20, 2026 |
| Delos Wealth Advisors, LLC | History | Reduced | 42,841 | 826 | 0.47% | 0.67% | 580 | -19,202 | -30.95% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 42,817 | 826 | 0.01% | 0.01% | 578 | -2,857 | -6.26% | Q1 2026 | May 05, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 42,803 | 826 | 0.21% | 0.18% | 579 | -1,000 | -2.28% | Q1 2026 | May 04, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 43,928 | 821 | 0.05% | 0.05% | 581 | -1,691 | -3.71% | Q1 2026 | Apr 20, 2026 |
| TMB Capital Partners, LLC | History | Added to | 42,171 | 813 | 0.27% | 0.24% | 582 | +405 | 0.97% | Q1 2026 | May 08, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 41,905 | 808 | 0.07% | 0.06% | 583 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 42,277 | 806 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Diversified Trust Co | History | No change | 41,757 | 805 | 0.01% | 0.01% | 585 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kathmere Capital Management, LLC | History | New | 41,581 | 802 | 0.05% | — | 586 | +41,581 | New | Q1 2026 | Apr 28, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 41,527 | 801 | 0.12% | 0.1% | 587 | +35 | 0.08% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 41,359 | 798 | 0.01% | 0.01% | 588 | +1,558 | 3.91% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 41,226 | 795 | 0.06% | 0.05% | 589 | +367 | 0.9% | Q1 2026 | May 13, 2026 |
| Phraction Management LLC | History | New | 68,700 | 794 | 0.16% | — | 590 | +68,700 | New | Q1 2026 | Apr 23, 2026 |
| Capital Square, LLC | History | Added to | 41,468 | 791 | 0.36% | 0.19% | 592 | +18,930 | 83.99% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 41,025 | 791 | 0.02% | 0.01% | 591 | -100 | -0.24% | Q1 2026 | May 15, 2026 |
| Bouchey Financial Group Ltd | History | No change | 41,402 | 790 | 0.06% | 0.05% | 593 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 40,635 | 784 | 0.25% | 0.21% | 594 | +699 | 1.75% | Q1 2026 | Apr 21, 2026 |
| Signal Advisors Wealth, LLC | History | New | 40,508 | 781 | 0.05% | — | 595 | +40,508 | New | Q1 2026 | Apr 17, 2026 |
| Cadence Bank | History | No change | 46,840 | 772 | 0.05% | 0.05% | 596 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Samjo Management, LLC | History | No change | 40,000 | 772 | 0.33% | 0.25% | 597 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | Reduced | 39,824 | 768 | 0.11% | 0.1% | 598 | -3,790 | -8.69% | Q1 2026 | Apr 13, 2026 |
| WealthTrust Axiom LLC | History | No change | 39,784 | 767 | 0.19% | 0.17% | 599 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 39,610 | 764 | 0.78% | — | 600 | +39,610 | New | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 39,362 | 759 | 0.02% | 0.02% | 601 | +5,392 | 15.87% | Q1 2026 | May 04, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | New | 39,119 | 754 | 0.02% | — | 602 | +39,119 | New | Q1 2026 | May 11, 2026 |
| Pointe Capital Management LLC | History | No change | 39,008 | 752 | 0.37% | 0.32% | 603 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 38,929 | 751 | 0.02% | 0.02% | 604 | -4,435 | -10.23% | Q1 2026 | May 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 38,935 | 751 | 0.48% | 0.43% | 605 | +32 | 0.08% | Q1 2026 | Apr 10, 2026 |
| Savant Capital, LLC | History | Added to | 38,869 | 750 | 0.0% | 0.0% | 607 | +6,648 | 20.63% | Q1 2026 | May 04, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 38,906 | 750 | 0.05% | 0.04% | 608 | +4,327 | 12.51% | Q1 2026 | May 15, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Added to | 38,907 | 750 | 0.06% | 0.05% | 606 | +572 | 1.49% | Q1 2026 | May 08, 2026 |
| TCTC Holdings, LLC | History | No change | 38,848 | 749 | 0.02% | 0.02% | 609 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 38,701 | 746 | 0.57% | 0.56% | 612 | -6,500 | -14.38% | Q1 2026 | Apr 22, 2026 |
| Plan Group Financial, LLC | History | Reduced | 38,702 | 746 | 0.18% | 0.18% | 611 | -4,252 | -9.9% | Q1 2026 | Apr 13, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 38,658 | 746 | 0.13% | 0.11% | 610 | +64 | 0.17% | Q1 2026 | Apr 28, 2026 |
| Hurley Capital, LLC | History | New | 38,422 | 741 | 0.4% | — | 613 | +38,422 | New | Q1 2026 | May 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 38,342 | 739 | 0.03% | — | 614 | +38,342 | New | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 37,845 | 730 | 0.04% | 0.03% | 615 | +20 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Reduced | 37,752 | 728 | 0.02% | 0.02% | 616 | -8,943 | -19.15% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Reduced | 37,661 | 726 | 0.11% | 0.09% | 617 | -696 | -1.81% | Q1 2026 | Apr 24, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 37,499 | 723 | 0.05% | 0.04% | 618 | +455 | 1.23% | Q1 2026 | Jun 09, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 37,180 | 717 | 0.43% | 0.31% | 619 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 36,842 | 711 | 0.33% | 0.31% | 620 | -5,797 | -13.6% | Q1 2026 | Apr 27, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 36,888 | 711 | 0.03% | 0.03% | 621 | +2,939 | 8.66% | Q1 2026 | May 05, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 36,834 | 710 | 0.14% | 0.18% | 622 | -13,763 | -27.2% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 36,629 | 706 | 0.04% | 0.04% | 623 | -1,356 | -3.57% | Q1 2026 | Apr 24, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 36,550 | 705 | 0.56% | 0.48% | 624 | +108 | 0.3% | Q1 2026 | Apr 13, 2026 |
| NWAM LLC | History | Added to | 36,390 | 702 | 0.04% | 0.03% | 625 | +1,618 | 4.65% | Q1 2026 | May 04, 2026 |
| Midwest Trust Co | History | Added to | 35,965 | 694 | 0.01% | 0.0% | 626 | +17,043 | 90.07% | Q1 2026 | May 01, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 35,693 | 688 | 0.02% | 0.01% | 627 | +5,905 | 19.82% | Q1 2026 | May 14, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 35,445 | 684 | 0.1% | 0.09% | 628 | +487 | 1.39% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 35,296 | 681 | 0.07% | 0.06% | 629 | +2,075 | 6.25% | Q1 2026 | Apr 15, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 35,213 | 679 | 0.08% | 0.08% | 630 | -6,276 | -15.13% | Q1 2026 | Apr 15, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 35,182 | 679 | 0.5% | 0.44% | 631 | +277 | 0.79% | Q1 2026 | May 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 35,126 | 677 | 0.12% | 0.1% | 632 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ABNER HERRMAN & BROCK LLC | History | No change | 35,000 | 675 | 0.07% | 0.06% | 633 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 34,766 | 671 | 0.03% | 0.02% | 634 | +1,075 | 3.19% | Q1 2026 | May 11, 2026 |
| Alessandra Capital Management, LLC | History | No change | 34,700 | 669 | 0.57% | 0.51% | 635 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Transcendent Capital Group LLC | History | New | 34,402 | 663 | 0.3% | — | 637 | +34,402 | New | Q1 2026 | Apr 27, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 34,386 | 663 | 0.06% | 0.05% | 636 | +227 | 0.66% | Q1 2026 | Apr 15, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 34,081 | 657 | 0.57% | 0.48% | 638 | -1,480 | -4.16% | Q1 2026 | May 12, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 34,035 | 656 | 0.17% | 0.16% | 639 | -12,279 | -26.51% | Q1 2026 | May 11, 2026 |
| SFMG, LLC | History | Added to | 33,849 | 653 | 0.04% | 0.04% | 640 | +1,601 | 4.96% | Q1 2026 | May 12, 2026 |
| Welch Group, LLC | History | Added to | 33,823 | 652 | 0.02% | 0.02% | 641 | +665 | 2.01% | Q1 2026 | Apr 21, 2026 |
| Strategic Financial Concepts, LLC | History | New | 33,782 | 651 | 0.16% | — | 643 | +33,782 | New | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 33,774 | 651 | 0.03% | 0.02% | 642 | +8,265 | 32.4% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 33,502 | 646 | 0.07% | 0.06% | 644 | +1,500 | 4.69% | Q1 2026 | Apr 21, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 33,434 | 645 | 0.16% | 0.16% | 645 | -2,444 | -6.81% | Q1 2026 | Apr 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 33,374 | 644 | 0.01% | — | 647 | +33,374 | New | Q1 2026 | May 01, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 33,413 | 644 | 0.2% | 0.17% | 646 | +732 | 2.24% | Q1 2026 | Apr 14, 2026 |
| BANK OF NOVA SCOTIA | History | New | 32,630 | 629 | 0.0% | — | 648 | +32,630 | New | Q1 2026 | May 14, 2026 |
| NOVEM GROUP | History | Added to | 32,354 | 624 | 0.07% | 0.06% | 649 | +206 | 0.64% | Q1 2026 | Apr 10, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 32,300 | 623 | 0.1% | 0.06% | 650 | +8,350 | 34.86% | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 31,985 | 617 | 0.01% | — | 653 | +31,985 | New | Q1 2026 | May 13, 2026 |
| CenterStar Asset Management, LLC | History | Reduced | 32,035 | 617 | 0.08% | 0.26% | 652 | -23,765 | -42.59% | Q1 2026 | May 01, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 31,969 | 617 | 0.01% | 0.01% | 651 | -398 | -1.23% | Q1 2026 | Apr 21, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 31,947 | 616 | 0.08% | 0.08% | 654 | -9,077 | -22.13% | Q1 2026 | Apr 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 31,806 | 613 | 0.01% | 0.01% | 655 | +575 | 1.84% | Q1 2026 | Apr 09, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 31,716 | 612 | 0.24% | 0.21% | 657 | -3,010 | -8.67% | Q1 2026 | Apr 14, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 31,713 | 612 | 0.07% | 0.05% | 656 | -620 | -1.92% | Q1 2026 | May 13, 2026 |
| CONNING INC. | History | No change | 31,667 | 611 | 0.02% | 0.02% | 658 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Second Line Capital, LLC | History | Reduced | 30,222 | 610 | 0.12% | 0.1% | 659 | -652 | -2.11% | Q1 2026 | May 14, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 31,425 | 606 | 0.14% | 0.12% | 660 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 31,168 | 601 | 0.25% | 0.17% | 663 | +835 | 2.75% | Q1 2026 | Apr 20, 2026 |
| SP Asset Management LLC | History | Added to | 31,170 | 601 | 0.05% | 0.04% | 662 | +539 | 1.76% | Q1 2026 | May 06, 2026 |
| Camelot Portfolios, LLC | History | No change | 31,171 | 601 | 0.44% | 0.31% | 661 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FineMark National Bank & Trust | History | No change | 36,282 | 598 | 0.02% | 0.02% | 664 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | Added to | 30,979 | 597 | 0.01% | 0.01% | 665 | +4,116 | 15.32% | Q1 2026 | Apr 13, 2026 |
| Jump Financial, LLC | History | Reduced | 30,767 | 593 | 0.01% | 0.52% | 666 | -2,554,672 | -98.81% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | Reduced | 30,719 | 592 | 0.12% | 0.12% | 667 | -4,747 | -13.38% | Q1 2026 | May 01, 2026 |
| Traub Capital Management LLC | History | No change | 30,700 | 592 | 0.59% | 0.49% | 668 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 30,635 | 591 | 0.06% | 0.05% | 669 | +677 | 2.26% | Q1 2026 | May 15, 2026 |
| HORAN Wealth, LLC | History | No change | 35,544 | 591 | 0.06% | 0.09% | 670 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 30,200 | 587 | 0.01% | 0.01% | 671 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTRUST BANK NA | History | New | 30,395 | 586 | 0.05% | — | 672 | +30,395 | New | Q1 2026 | May 06, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 30,273 | 584 | 0.06% | 0.06% | 673 | +269 | 0.9% | Q1 2026 | Apr 15, 2026 |
| DRW Securities, LLC | History | New | 30,179 | 582 | 0.01% | — | 676 | +30,179 | New | Q1 2026 | May 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 30,199 | 582 | 0.03% | 0.01% | 675 | +15,099 | 99.99% | Q1 2026 | Apr 16, 2026 |
| SIGNATUREFD, LLC | History | Added to | 30,181 | 582 | 0.01% | 0.01% | 674 | +159 | 0.53% | Q1 2026 | Apr 07, 2026 |
| CMC Financial Group | History | New | 30,000 | 579 | 1.14% | — | 680 | +30,000 | New | Q1 2026 | May 08, 2026 |
| Black Swift Group, LLC | History | No change | 30,000 | 579 | 0.1% | 0.08% | 677 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aspen Grove Capital, LLC | History | No change | 30,001 | 579 | 0.11% | 0.09% | 678 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DMC Group, LLC | History | No change | 30,000 | 579 | 0.39% | 0.33% | 679 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| RK Capital Management, LLC/FL | History | New | 29,900 | 577 | 0.02% | — | 682 | +29,900 | New | Q1 2026 | May 12, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 29,946 | 577 | 0.13% | 0.13% | 681 | -490 | -1.61% | Q1 2026 | Apr 08, 2026 |
| Argent Advisors, Inc. | History | Added to | 29,801 | 575 | 0.16% | 0.08% | 683 | +11,538 | 63.18% | Q1 2026 | Apr 24, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 29,736 | 573 | 0.1% | 0.08% | 684 | +28 | 0.09% | Q1 2026 | May 05, 2026 |
| Diligent Investors, LLC | History | Reduced | 29,446 | 568 | 0.14% | 0.12% | 685 | -286 | -0.96% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 29,379 | 567 | 0.01% | 0.01% | 686 | +2,607 | 9.74% | Q1 2026 | May 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 29,332 | 566 | 0.03% | 0.03% | 687 | +1,352 | 4.83% | Q1 2026 | May 13, 2026 |
| King Wealth Management Group | History | Reduced | 29,236 | 564 | 0.07% | 0.06% | 688 | -847 | -2.82% | Q1 2026 | May 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 29,062 | 560 | 0.02% | 0.02% | 689 | +1,512 | 5.49% | Q1 2026 | May 12, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 29,016 | 560 | 0.08% | 0.06% | 690 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 29,006 | 559 | 0.03% | 0.03% | 691 | +14,553 | 100.69% | Q1 2026 | Apr 22, 2026 |
| Waterloo Capital, L.P. | History | Added to | 28,987 | 559 | 0.04% | 0.03% | 692 | +181 | 0.63% | Q1 2026 | May 12, 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | History | No change | 29,000 | 559 | 0.28% | 0.24% | 693 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 28,923 | 558 | 0.29% | 0.31% | 694 | -768 | -2.59% | Q1 2026 | Apr 30, 2026 |
| Disciplined Investments, LLC | History | Reduced | 28,832 | 556 | 0.2% | 0.28% | 695 | -14,903 | -34.08% | Q1 2026 | May 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 28,640 | 552 | 0.05% | 0.04% | 696 | +495 | 1.76% | Q1 2026 | Apr 30, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 28,346 | 547 | 0.2% | 0.28% | 697 | -14,434 | -33.74% | Q1 2026 | Apr 14, 2026 |
| XTX Topco Ltd | History | Reduced | 28,255 | 545 | 0.01% | 0.05% | 699 | -90,035 | -76.11% | Q1 2026 | May 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 28,266 | 545 | 0.16% | 0.15% | 698 | +77 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 28,233 | 544 | 0.08% | 0.06% | 700 | +3,785 | 15.48% | Q1 2026 | May 26, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 28,013 | 540 | 0.08% | 0.06% | 701 | -4,678 | -14.31% | Q1 2026 | Apr 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 27,772 | 536 | 0.0% | 0.0% | 702 | +3,256 | 13.28% | Q1 2026 | May 15, 2026 |
| Fermata Advisors, LLC | History | Added to | 27,701 | 534 | 0.12% | 0.07% | 703 | +9,636 | 53.34% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 27,700 | 534 | 0.07% | 0.07% | 704 | -406 | -1.44% | Q1 2026 | Apr 13, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 27,563 | 531 | 0.12% | 0.13% | 705 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LongView Wealth Management | History | Reduced | 28,212 | 528 | 0.13% | 0.12% | 707 | -222 | -0.78% | Q1 2026 | Apr 15, 2026 |
| Provident Investment Management, Inc. | History | No change | 27,391 | 528 | 0.05% | 0.04% | 706 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 27,290 | 526 | 0.03% | 0.02% | 708 | +3,777 | 16.06% | Q1 2026 | May 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 27,234 | 525 | 0.05% | 0.04% | 709 | +30 | 0.11% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Reduced | 27,173 | 524 | 0.02% | 0.02% | 710 | -1,935 | -6.65% | Q1 2026 | Apr 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 27,089 | 523 | 0.03% | 0.08% | 711 | -25,884 | -48.86% | Q1 2026 | May 08, 2026 |
| Leo Wealth, LLC | History | Reduced | 27,176 | 522 | 0.04% | 0.05% | 712 | -13,966 | -33.95% | Q1 2026 | May 05, 2026 |
| TopTier Wealth Management, LLC | History | No change | 27,091 | 522 | 0.32% | 0.3% | 713 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 27,006 | 521 | 0.23% | 0.17% | 714 | +2,685 | 11.04% | Q1 2026 | Apr 28, 2026 |
| FLAX POND CAPITAL, LLC | History | No change | 27,000 | 521 | 0.42% | 0.33% | 715 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| TT Capital Management LLC | History | Added to | 26,900 | 519 | 0.43% | 0.23% | 716 | +9,400 | 53.71% | Q1 2026 | May 12, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 26,889 | 518 | 0.27% | 0.23% | 717 | +55 | 0.2% | Q1 2026 | May 07, 2026 |
| Laidlaw Wealth Management LLC | History | Added to | 26,830 | 517 | 1.79% | 1.06% | 718 | +6,000 | 28.8% | Q1 2026 | May 06, 2026 |
| FULTON BANK, N.A. | History | Reduced | 26,719 | 515 | 0.02% | 0.02% | 719 | -1,000 | -3.61% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 26,718 | 515 | 0.24% | 0.19% | 720 | +444 | 1.69% | Q1 2026 | May 04, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 26,672 | 514 | 0.04% | 0.03% | 721 | +1,642 | 6.56% | Q1 2026 | Apr 15, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 28,213 | 514 | 0.04% | 0.04% | 722 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mezzasalma Advisors, LLC | History | New | 44,340 | 513 | 0.13% | — | 723 | +44,340 | New | Q1 2026 | Apr 17, 2026 |
| FLC Capital Advisors | History | Added to | 26,418 | 509 | 0.09% | 0.06% | 725 | +6,125 | 30.18% | Q1 2026 | May 01, 2026 |
| Hartford Financial Management Inc. | History | No change | 26,382 | 509 | 0.13% | 0.11% | 724 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 26,291 | 507 | 0.0% | 0.0% | 727 | -11,043 | -29.58% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO | History | Added to | 26,760 | 507 | 0.01% | 0.0% | 726 | +1,043 | 4.06% | Q1 2026 | Apr 28, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 26,302 | 507 | 0.16% | 0.15% | 728 | +315 | 1.21% | Q1 2026 | May 04, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 26,229 | 506 | 0.05% | 0.06% | 729 | -12,500 | -32.28% | Q1 2026 | Apr 21, 2026 |
| Aviance Capital Partners, LLC | History | No change | 26,167 | 505 | 0.06% | 0.05% | 730 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 25,763 | 497 | 0.03% | 0.02% | 731 | +1,681 | 6.98% | Q1 2026 | Apr 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 25,682 | 495 | 0.03% | 0.04% | 733 | -12,595 | -32.9% | Q1 2026 | May 21, 2026 |
| Indivisible Partners | History | Added to | 25,680 | 495 | 0.04% | 0.03% | 734 | +8,166 | 46.63% | Q1 2026 | Apr 30, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 25,653 | 495 | 0.02% | 0.02% | 732 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TCFG Investment Advisors, LLC | History | New | 25,562 | 493 | 0.18% | — | 738 | +25,562 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 25,562 | 493 | 0.18% | 0.15% | 735 | +1,868 | 7.88% | Q1 2026 | Apr 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 25,564 | 493 | 0.01% | 0.01% | 736 | +642 | 2.58% | Q1 2026 | May 07, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 25,582 | 493 | 0.27% | 0.26% | 737 | +1 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Argent Trust Co | History | Reduced | 25,506 | 492 | 0.02% | 0.01% | 739 | -200 | -0.78% | Q1 2026 | May 13, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 29,800 | 491 | 0.02% | 0.02% | 740 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 25,439 | 490 | 0.02% | 0.02% | 741 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aldebaran Financial Inc. | History | Added to | 25,245 | 487 | 0.46% | 0.35% | 742 | +2,270 | 9.88% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 25,100 | 484 | 0.0% | 0.0% | 743 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Added to | 25,039 | 483 | 0.4% | 0.33% | 744 | +905 | 3.75% | Q1 2026 | Apr 21, 2026 |
| Finer Wealth Management, Inc. | History | Reduced | 24,945 | 481 | 0.24% | 0.23% | 745 | -3,500 | -12.3% | Q1 2026 | May 12, 2026 |
| Financial Partners Group, Inc | History | Added to | 24,838 | 479 | 0.06% | 0.05% | 746 | +245 | 1.0% | Q1 2026 | Apr 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 24,740 | 477 | 0.0% | 0.0% | 747 | +24,074 | 3614.71% | Q1 2026 | May 13, 2026 |
| CapWealth Advisors, LLC | History | No change | 24,720 | 477 | 0.04% | 0.03% | 748 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 24,692 | 476 | 0.32% | 0.28% | 749 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 24,469 | 472 | 0.02% | 0.02% | 750 | +400 | 1.66% | Q1 2026 | May 07, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 24,331 | 470 | 0.1% | 0.08% | 751 | +9 | 0.04% | Q1 2026 | Apr 29, 2026 |
| Granite Group Advisors, LLC | History | Reduced | 24,564 | 469 | 0.28% | 0.24% | 752 | -975 | -3.82% | Q1 2026 | Apr 14, 2026 |
| Artesa Financial Group, LLC | History | Added to | 24,211 | 467 | 0.45% | 0.38% | 755 | +1,958 | 8.8% | Q1 2026 | Apr 21, 2026 |
| Gradient Investments LLC | History | Added to | 24,201 | 467 | 0.01% | 0.01% | 753 | +535 | 2.26% | Q1 2026 | Apr 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 24,224 | 467 | 0.01% | 0.01% | 754 | +430 | 1.81% | Q1 2026 | May 15, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 24,323 | 466 | 0.05% | 0.06% | 756 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| Gruss & Co., LLC | History | Reduced | 24,000 | 463 | 1.08% | 0.91% | 757 | -1,000 | -4.0% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | Added to | 24,312 | 463 | 0.01% | 0.01% | 759 | +246 | 1.02% | Q1 2026 | Apr 09, 2026 |
| Canton Hathaway, LLC | History | No change | 24,000 | 463 | 0.09% | 0.08% | 758 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 23,978 | 462 | 0.01% | 0.01% | 760 | +562 | 2.4% | Q1 2026 | May 01, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 23,892 | 461 | 0.1% | 0.12% | 762 | +299 | 1.27% | Q1 2026 | Apr 22, 2026 |
| 1ST SOURCE BANK | History | No change | 23,894 | 461 | 0.02% | 0.02% | 761 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GatePass Capital, LLC | History | No change | 23,860 | 460 | 0.21% | 0.2% | 763 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 23,786 | 459 | 0.02% | 0.03% | 764 | -20,000 | -45.68% | Q1 2026 | Apr 13, 2026 |
| C2C Wealth Management, LLC | History | No change | 23,797 | 459 | 0.39% | 0.33% | 765 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 23,781 | 458 | 0.16% | 0.17% | 766 | -5,429 | -18.59% | Q1 2026 | Apr 22, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 23,645 | 456 | 0.07% | 0.06% | 767 | +1,224 | 5.46% | Q1 2026 | May 06, 2026 |
| PDS Planning, Inc | History | Added to | 23,610 | 455 | 0.03% | 0.02% | 768 | +870 | 3.83% | Q1 2026 | Apr 21, 2026 |
| SITTNER & NELSON, LLC | History | No change | 23,600 | 455 | 0.17% | 0.15% | 769 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 23,519 | 453 | 0.16% | 0.13% | 770 | +139 | 0.59% | Q1 2026 | Apr 29, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 23,445 | 452 | 0.0% | 0.0% | 771 | -36 | -0.15% | Q1 2026 | May 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 23,327 | 450 | 0.02% | 0.01% | 772 | +111 | 0.48% | Q1 2026 | Apr 17, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 23,297 | 449 | 0.32% | 0.26% | 773 | -300 | -1.27% | Q1 2026 | May 14, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 23,178 | 447 | 0.1% | 0.09% | 774 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 23,077 | 445 | 0.03% | 0.02% | 775 | +2,812 | 13.88% | Q1 2026 | Apr 27, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 22,999 | 443 | 0.13% | 0.12% | 776 | +13 | 0.06% | Q1 2026 | May 05, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 22,774 | 439 | 0.01% | 0.01% | 777 | +1,032 | 4.75% | Q1 2026 | May 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 22,622 | 436 | 0.11% | 0.05% | 778 | +12,042 | 113.82% | Q1 2026 | May 06, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 22,500 | 434 | 0.15% | 0.09% | 779 | +6,000 | 36.36% | Q1 2026 | Apr 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 22,446 | 433 | 0.0% | 0.0% | 780 | -7,720 | -25.59% | Q1 2026 | May 13, 2026 |
| Papamarkou Wellner Asset Management inc. | History | No change | 22,486 | 433 | 0.26% | 0.22% | 781 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 22,412 | 432 | 0.04% | 0.04% | 782 | +12 | 0.05% | Q1 2026 | Apr 22, 2026 |
| Carnegie Investment Counsel | History | Added to | 22,381 | 431 | 0.01% | 0.01% | 783 | +806 | 3.74% | Q1 2026 | May 01, 2026 |
| Ethos Financial Group, LLC | History | Added to | 22,298 | 430 | 0.03% | 0.02% | 784 | +2,303 | 11.52% | Q1 2026 | May 05, 2026 |
| State of Wyoming | History | Added to | 22,274 | 429 | 0.05% | 0.02% | 785 | +10,252 | 85.28% | Q1 2026 | May 13, 2026 |
| Sage Capital Management, LLC | History | Added to | 22,091 | 426 | 0.2% | 0.17% | 786 | +30 | 0.14% | Q1 2026 | Apr 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 22,046 | 425 | 0.01% | 0.01% | 787 | -500 | -2.22% | Q1 2026 | Apr 23, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 22,682 | 424 | 0.02% | 0.02% | 788 | +121 | 0.54% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 21,919 | 423 | 0.01% | 0.01% | 790 | -620 | -2.75% | Q1 2026 | May 04, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 21,920 | 423 | 0.01% | 0.01% | 789 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 21,869 | 422 | 0.0% | 0.0% | 791 | -40,315 | -64.83% | Q1 2026 | May 13, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 21,764 | 420 | 0.11% | 0.09% | 792 | +100 | 0.46% | Q1 2026 | Apr 08, 2026 |
| GM Advisory Group, LLC | History | Reduced | 21,678 | 418 | 0.02% | 0.02% | 793 | -2,050 | -8.64% | Q1 2026 | Apr 28, 2026 |
| Michels Family Financial, LLC | History | Added to | 21,673 | 418 | 0.3% | 0.24% | 794 | +1,817 | 9.15% | Q1 2026 | Apr 24, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | New | 21,613 | 417 | 0.13% | — | 795 | +21,613 | New | Q1 2026 | May 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 21,595 | 416 | 0.17% | 0.15% | 796 | +373 | 1.76% | Q1 2026 | May 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 21,519 | 415 | 0.04% | 0.03% | 797 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 21,471 | 414 | 0.02% | 0.02% | 799 | -9,620 | -30.94% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 21,454 | 414 | 0.01% | 0.01% | 800 | -785 | -3.53% | Q1 2026 | May 11, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 21,478 | 414 | 0.06% | 0.05% | 798 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CMT Capital Markets Trading GmbH | History | New | 21,400 | 413 | 0.0% | — | 801 | +21,400 | New | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 21,255 | 410 | 0.02% | 0.02% | 802 | -1,267 | -5.63% | Q1 2026 | Apr 09, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 21,230 | 409 | 0.12% | 0.1% | 803 | +200 | 0.95% | Q1 2026 | May 11, 2026 |
| Saxony Capital Management, LLC | History | Added to | 21,154 | 408 | 0.24% | 0.2% | 804 | +884 | 4.36% | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 21,132 | 407 | 0.01% | 0.01% | 806 | -4,834 | -18.62% | Q1 2026 | Apr 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 21,089 | 407 | 0.07% | 0.07% | 805 | -2,977 | -12.37% | Q1 2026 | Apr 30, 2026 |
| RiverGlades Family Offices LLC | History | New | 21,000 | 405 | 0.24% | — | 807 | +21,000 | New | Q1 2026 | May 13, 2026 |
| SUMMITRY LLC | History | New | 35,000 | 404 | 0.01% | — | 808 | +35,000 | New | Q1 2026 | May 22, 2026 |
| Tranquility Partners, LLC | History | Added to | 20,921 | 403 | 0.15% | 0.12% | 809 | +340 | 1.65% | Q1 2026 | Apr 20, 2026 |
| Heritage Trust Co | History | No change | 20,832 | 402 | 0.04% | 0.03% | 810 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| E&G Advisors, LP | History | No change | 20,784 | 401 | 0.09% | 0.08% | 811 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Southern Financial Group, LLC | History | Reduced | 20,687 | 399 | 0.11% | 0.11% | 812 | -2,291 | -9.97% | Q1 2026 | Jun 18, 2026 |
| Mattson Financial Services, LLC | History | No change | 20,637 | 398 | 0.1% | 0.08% | 813 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 20,620 | 397 | 0.03% | 0.03% | 814 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tepp RIA, LLC | History | Added to | 20,535 | 396 | 0.31% | 0.28% | 815 | +3,436 | 20.09% | Q1 2026 | Apr 22, 2026 |
| EASTERN BANK | History | Reduced | 20,440 | 394 | 0.01% | 0.01% | 816 | -2,000 | -8.91% | Q1 2026 | Apr 07, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 20,391 | 393 | 0.07% | 0.06% | 817 | -3 | -0.01% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | New | 20,295 | 391 | 0.01% | — | 819 | +20,295 | New | Q1 2026 | May 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 20,302 | 391 | 0.04% | 0.04% | 818 | +22 | 0.11% | Q1 2026 | Apr 30, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 20,584 | 390 | 0.04% | 0.05% | 820 | -1,313 | -6.0% | Q1 2026 | Apr 10, 2026 |
| CENTRAL TRUST Co | History | Added to | 20,159 | 389 | 0.01% | 0.01% | 821 | +3,100 | 18.17% | Q1 2026 | Apr 17, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 20,174 | 389 | 0.0% | 0.0% | 822 | -953 | -4.51% | Q1 2026 | May 07, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 20,148 | 388 | 0.0% | 0.0% | 823 | -11,841 | -37.02% | Q1 2026 | May 05, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 20,068 | 387 | 0.1% | 0.06% | 824 | +6,335 | 46.13% | Q1 2026 | Apr 28, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 20,048 | 386 | 0.09% | 0.08% | 825 | +118 | 0.59% | Q1 2026 | Apr 17, 2026 |
| Weil Company, Inc. | History | Added to | 19,963 | 385 | 0.09% | 0.08% | 826 | +22 | 0.11% | Q1 2026 | Apr 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 19,926 | 384 | 0.01% | 0.01% | 827 | +510 | 2.63% | Q1 2026 | Apr 28, 2026 |
| United Advisor Group, LLC | History | Reduced | 19,863 | 383 | 0.05% | 0.61% | 829 | -276,300 | -93.29% | Q1 2026 | Apr 17, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 19,887 | 383 | 0.04% | 0.03% | 828 | -2,577 | -11.47% | Q1 2026 | May 11, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 19,750 | 381 | 0.04% | 0.04% | 830 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 19,767 | 381 | 0.01% | 0.01% | 831 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 19,715 | 380 | 0.15% | 0.12% | 833 | +348 | 1.8% | Q1 2026 | Apr 22, 2026 |
| SEARLE & CO. | History | No change | 19,724 | 380 | 0.1% | 0.08% | 832 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 19,679 | 379 | 0.06% | 0.06% | 834 | -24,791 | -55.75% | Q1 2026 | Apr 24, 2026 |
| Secure Asset Management, LLC | History | Reduced | 19,617 | 378 | 0.06% | 0.07% | 835 | -7,037 | -26.4% | Q1 2026 | Apr 09, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 19,903 | 378 | 0.12% | 0.11% | 836 | +1,029 | 5.45% | Q1 2026 | May 12, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 19,500 | 376 | 0.32% | 0.21% | 837 | +3,500 | 21.88% | Q1 2026 | Apr 27, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 19,400 | 374 | 0.07% | 0.06% | 838 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WP Advisors, LLC | History | Added to | 19,274 | 371 | 0.1% | 0.07% | 839 | +2,279 | 13.41% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 19,176 | 370 | 0.01% | — | 841 | +19,176 | New | Q1 2026 | May 15, 2026 |
| Westover Capital Advisors, LLC | History | No change | 19,200 | 370 | 0.07% | 0.06% | 840 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Family Manage LLC | History | Added to | 19,162 | 369 | 0.04% | 0.03% | 842 | +5,498 | 40.24% | Q1 2026 | May 15, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 19,150 | 369 | 0.16% | 0.15% | 843 | +161 | 0.85% | Q1 2026 | May 04, 2026 |
| Kingsman Wealth Management, Inc. | History | Added to | 19,104 | 368 | 0.21% | 0.15% | 844 | +2,508 | 15.11% | Q1 2026 | Apr 21, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 19,003 | 366 | 0.04% | 0.04% | 845 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,952 | 365 | 0.0% | 0.0% | 847 | +3,381 | 21.71% | Q1 2026 | May 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 18,920 | 365 | 0.03% | 0.02% | 848 | +1,800 | 10.51% | Q1 2026 | May 14, 2026 |
| Fulcrum Asset Management LLP | History | No change | 18,664 | 365 | 0.06% | 0.09% | 846 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 18,882 | 364 | 0.03% | 0.03% | 849 | +71 | 0.38% | Q1 2026 | Apr 13, 2026 |
| GDS Wealth Management | History | No change | 18,867 | 364 | 0.02% | 0.02% | 850 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CERTUITY, LLC | History | Added to | 18,825 | 363 | 0.02% | 0.02% | 851 | +2,991 | 18.89% | Q1 2026 | May 11, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 18,846 | 363 | 0.14% | 0.12% | 852 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SPINNAKER TRUST | History | No change | 18,800 | 362 | 0.02% | 0.02% | 853 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 18,713 | 361 | 0.06% | — | 856 | +18,713 | New | Q1 2026 | May 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 18,712 | 361 | 0.13% | 0.11% | 854 | +1,283 | 7.36% | Q1 2026 | Apr 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 18,944 | 361 | 0.05% | 0.04% | 855 | -779 | -3.95% | Q1 2026 | Apr 20, 2026 |
| Salvus Wealth Management, LLC | History | Added to | 18,665 | 360 | 0.21% | 0.17% | 857 | +8 | 0.04% | Q1 2026 | Apr 10, 2026 |
| Cypress Capital Group | History | New | 18,620 | 359 | 0.04% | — | 859 | +18,620 | New | Q1 2026 | May 15, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 18,635 | 359 | 0.11% | 0.1% | 858 | -90 | -0.48% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 18,553 | 358 | 0.01% | 0.01% | 860 | +1,046 | 5.97% | Q1 2026 | May 11, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 22,400 | 355 | 0.1% | 0.06% | 862 | +10,400 | 86.67% | Q1 2026 | May 01, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 18,428 | 355 | 0.07% | 0.06% | 864 | +120 | 0.66% | Q1 2026 | Apr 21, 2026 |
| Opus Capital Group, LLC | History | No change | 18,399 | 355 | 0.04% | 0.03% | 861 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arista Wealth Management, LLC | History | No change | 18,437 | 355 | 0.04% | 0.04% | 863 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 18,067 | 353 | 0.12% | 0.09% | 865 | +2,007 | 12.5% | Q1 2026 | Apr 27, 2026 |
| Gotham Asset Management, LLC | History | New | 18,249 | 352 | 0.0% | — | 866 | +18,249 | New | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 18,147 | 350 | 0.09% | 0.08% | 867 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 18,127 | 349 | 0.0% | 0.0% | 869 | -4,675 | -20.5% | Q1 2026 | May 08, 2026 |
| American Money Management, LLC | History | Added to | 18,089 | 349 | 0.06% | 0.04% | 868 | +1,350 | 8.06% | Q1 2026 | May 11, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | New | 18,055 | 348 | 0.04% | — | 871 | +18,055 | New | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Added to | 18,040 | 348 | 0.12% | 0.08% | 870 | +35 | 0.19% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 18,014 | 347 | 0.07% | 0.06% | 872 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Verity & Verity, LLC | History | No change | 17,878 | 345 | 0.03% | 0.02% | 873 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bison Wealth, LLC | History | Reduced | 17,050 | 342 | 0.03% | 0.04% | 874 | -1,097 | -6.05% | Q1 2026 | May 15, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 17,712 | 341 | 0.04% | 0.03% | 875 | +3,000 | 20.39% | Q1 2026 | Apr 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 20,685 | 341 | 0.03% | 0.03% | 876 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Alpha, LLC | History | Added to | 17,633 | 340 | 0.01% | 0.01% | 877 | +4,206 | 31.32% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Added to | 17,539 | 338 | 0.0% | 0.0% | 878 | +3,900 | 28.59% | Q1 2026 | May 06, 2026 |
| RiverTree Advisors, LLC | History | No change | 17,500 | 337 | 0.21% | 0.18% | 879 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Curated Wealth Partners LLC | History | No change | 17,450 | 336 | 0.04% | 0.03% | 880 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| JBR Co Financial Management Inc | History | No change | 20,391 | 336 | 0.14% | 0.14% | 881 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SteelPeak Wealth, LLC | History | New | 17,398 | 335 | 0.01% | — | 883 | +17,398 | New | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Added to | 17,397 | 335 | 0.02% | 0.01% | 882 | +568 | 3.38% | Q1 2026 | Apr 30, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 17,321 | 334 | 0.07% | 0.06% | 884 | +271 | 1.59% | Q1 2026 | Apr 13, 2026 |
| Wealth Quarterback LLC | History | No change | 17,307 | 334 | 0.13% | 0.1% | 885 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 17,294 | 333 | 0.07% | 0.07% | 886 | -2,044 | -10.57% | Q1 2026 | Apr 24, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 17,269 | 333 | 0.07% | 0.05% | 887 | +1,182 | 7.35% | Q1 2026 | May 11, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 16,260 | 331 | 0.18% | 0.13% | 888 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Naviter Wealth, LLC | History | Added to | 17,146 | 330 | 0.04% | 0.02% | 890 | +6,750 | 64.93% | Q1 2026 | Apr 10, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 17,135 | 330 | 0.04% | 0.03% | 889 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 17,054 | 329 | 0.21% | 0.17% | 893 | +2,379 | 16.21% | Q1 2026 | May 13, 2026 |
| Tactive Advisors, LLC | History | Added to | 17,054 | 329 | 0.09% | 0.07% | 892 | +1,788 | 11.71% | Q1 2026 | Apr 16, 2026 |
| Highlander Partners, L.P. | History | No change | 17,080 | 329 | 0.13% | 0.1% | 891 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Leisure Capital Management | History | No change | 17,008 | 328 | 0.11% | 0.09% | 894 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 16,982 | 327 | 0.03% | 0.03% | 895 | -1,641 | -8.81% | Q1 2026 | Apr 09, 2026 |
| Crumly & Associates Inc. | History | No change | 16,948 | 327 | 0.07% | 0.06% | 896 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 16,935 | 326 | 0.08% | 0.06% | 899 | +135 | 0.8% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 16,898 | 326 | 0.02% | 0.02% | 898 | +132 | 0.79% | Q1 2026 | May 05, 2026 |
| INGALLS & SNYDER LLC | History | No change | 16,873 | 326 | 0.01% | 0.01% | 897 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 17,250 | 325 | 0.01% | 0.01% | 901 | -1,149 | -6.24% | Q1 2026 | Apr 17, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 16,850 | 325 | 0.01% | 0.0% | 900 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 16,739 | 323 | 0.07% | 0.06% | 902 | +1,582 | 10.44% | Q1 2026 | May 05, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 16,714 | 322 | 0.19% | 0.17% | 904 | +626 | 3.89% | Q1 2026 | May 12, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 16,700 | 322 | 0.18% | 0.15% | 903 | +287 | 1.75% | Q1 2026 | Apr 09, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 16,667 | 321 | 0.04% | 0.03% | 905 | +74 | 0.45% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 16,604 | 320 | 0.01% | 0.01% | 906 | -501 | -2.93% | Q1 2026 | May 11, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 16,573 | 319 | 0.05% | — | 909 | +16,573 | New | Q1 2026 | Apr 27, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 16,546 | 319 | 0.1% | 0.08% | 907 | +1,160 | 7.54% | Q1 2026 | May 20, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 16,540 | 319 | 0.09% | 0.07% | 908 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 16,433 | 317 | 0.03% | 0.02% | 910 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 16,416 | 316 | 0.02% | 0.02% | 912 | -2,032 | -11.01% | Q1 2026 | Apr 23, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 16,394 | 316 | 0.2% | 0.18% | 911 | +210 | 1.3% | Q1 2026 | May 20, 2026 |
| Professional Financial Advisors, LLC | History | No change | 16,401 | 316 | 0.06% | 0.06% | 913 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Core Wealth Partners LLC | History | No change | 16,388 | 316 | 0.15% | 0.12% | 914 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bank of New Hampshire | History | Added to | 16,367 | 315 | 0.07% | 0.03% | 916 | +7,187 | 78.29% | Q1 2026 | Apr 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 16,353 | 315 | 0.16% | 0.14% | 915 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | No change | 15,500 | 315 | 0.24% | 0.19% | 917 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 16,176 | 312 | 0.01% | 0.01% | 918 | -560 | -3.35% | Q1 2026 | May 12, 2026 |
| Probity Advisors, Inc. | History | Reduced | 16,150 | 311 | 0.05% | 0.04% | 919 | -696 | -4.13% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 16,140 | 311 | 0.0% | 0.0% | 920 | -183 | -1.12% | Q1 2026 | Apr 20, 2026 |
| PW Nova Financial Services LLC | History | New | 16,112 | 310 | 0.08% | — | 921 | +16,112 | New | Q1 2026 | Apr 15, 2026 |
| Helium Advisors LLC | History | Added to | 16,033 | 309 | 0.29% | 0.23% | 922 | +2,447 | 18.01% | Q1 2026 | May 05, 2026 |
| Apollon Financial, LLC | History | Added to | 16,000 | 308 | 0.04% | 0.04% | 925 | +1,000 | 6.67% | Q1 2026 | Apr 22, 2026 |
| Purus Wealth Management, LLC | History | Added to | 16,001 | 308 | 0.1% | 0.08% | 923 | +501 | 3.23% | Q1 2026 | Apr 15, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 16,000 | 308 | 0.11% | 0.1% | 924 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DAVIS R M INC | History | New | 15,928 | 307 | 0.01% | — | 927 | +15,928 | New | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 15,896 | 307 | 0.0% | 0.0% | 926 | -1,721 | -9.77% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 15,875 | 306 | 0.0% | — | 930 | +15,875 | New | Q1 2026 | Apr 27, 2026 |
| CNB Bank | History | Added to | 15,900 | 306 | 0.13% | 0.07% | 929 | +5,000 | 45.87% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 15,871 | 306 | 0.0% | 0.0% | 928 | -972 | -5.77% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 15,828 | 305 | 0.03% | 0.03% | 931 | -1,874 | -10.59% | Q1 2026 | May 15, 2026 |
| Westbourne Investment Advisors, Inc. | History | Reduced | 15,700 | 303 | 0.09% | 0.08% | 932 | -2,000 | -11.3% | Q1 2026 | Apr 28, 2026 |
| Valtrion Capital Management, LLC | History | Reduced | 15,742 | 303 | 0.29% | 0.26% | 933 | -167 | -1.05% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 15,641 | 301 | 0.01% | 0.01% | 934 | +2,100 | 15.51% | Q1 2026 | Apr 24, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 15,600 | 301 | 0.36% | 0.22% | 935 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 15,590 | 300 | 0.05% | 0.06% | 938 | -3,000 | -16.14% | Q1 2026 | Apr 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 15,316 | 300 | 0.01% | 0.01% | 936 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Seelaus Asset Management LLC | History | No change | 15,580 | 300 | 0.22% | 0.2% | 937 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Westwood Wealth Management | History | New | 15,500 | 299 | 0.12% | — | 940 | +15,500 | New | Q1 2026 | May 11, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 15,540 | 299 | 0.06% | 0.05% | 939 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 15,477 | 298 | 0.02% | — | 942 | +15,477 | New | Q1 2026 | May 15, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 15,457 | 298 | 0.0% | 0.0% | 941 | +593 | 3.99% | Q1 2026 | Jun 22, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Reduced | 15,421 | 297 | 0.03% | 0.06% | 943 | -16,126 | -51.12% | Q1 2026 | May 15, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 15,401 | 297 | 0.08% | 0.05% | 945 | +5,318 | 52.74% | Q1 2026 | May 12, 2026 |
| Symmetry Partners, LLC | History | No change | 15,432 | 297 | 0.02% | 0.02% | 944 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| First PREMIER Bank | History | No change | 15,288 | 296 | 0.07% | 0.06% | 946 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 15,325 | 295 | 0.03% | 0.03% | 947 | -3,357 | -17.97% | Q1 2026 | Apr 30, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 15,182 | 293 | 0.16% | 0.13% | 949 | +1,077 | 7.64% | Q1 2026 | May 12, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 15,175 | 293 | 0.02% | 0.02% | 948 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 15,130 | 292 | 0.05% | 0.04% | 950 | -635 | -4.03% | Q1 2026 | Apr 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 15,079 | 291 | 0.0% | 0.0% | 951 | +50 | 0.33% | Q1 2026 | May 06, 2026 |
| Calamos Wealth Management LLC | History | No change | 15,062 | 290 | 0.01% | 0.01% | 952 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Brave Warrior Advisors, LLC | History | New | 15,000 | 289 | 0.01% | — | 954 | +15,000 | New | Q1 2026 | May 15, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 15,000 | 289 | 0.2% | 0.2% | 953 | -5,500 | -26.83% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 14,935 | 288 | 0.0% | 0.0% | 955 | +14,657 | 5272.3% | Q1 2026 | May 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 14,880 | 287 | 0.01% | 0.01% | 956 | +952 | 6.84% | Q1 2026 | May 18, 2026 |
| Rossby Financial, LCC | History | No change | 15,000 | 285 | 0.06% | 0.08% | 957 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ellenbecker Investment Group | History | Added to | 14,731 | 284 | 0.04% | 0.03% | 958 | +245 | 1.69% | Q1 2026 | Apr 23, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | New | 24,500 | 283 | 0.1% | — | 960 | +24,500 | New | Q1 2026 | Apr 23, 2026 |
| Trek Financial, LLC | History | Added to | 14,693 | 283 | 0.02% | 0.01% | 959 | +1,248 | 9.28% | Q1 2026 | May 13, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 14,551 | 280 | 0.13% | 0.09% | 961 | +44 | 0.3% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Added to | 14,696 | 279 | 0.01% | 0.01% | 962 | +9 | 0.06% | Q1 2026 | Apr 27, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 14,423 | 278 | 0.14% | 0.13% | 964 | -537 | -3.59% | Q1 2026 | Apr 21, 2026 |
| Annex Advisory Services, LLC | History | Added to | 14,439 | 278 | 0.01% | 0.0% | 963 | +62 | 0.43% | Q1 2026 | Apr 16, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | Added to | 14,400 | 277 | 0.07% | 0.05% | 965 | +2,550 | 21.52% | Q1 2026 | May 27, 2026 |
| KG Capital Management | History | Reduced | 14,350 | 276 | 0.2% | 0.06% | 966 | -1,500 | -9.46% | Q1 2026 | Apr 22, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 14,258 | 275 | 0.02% | 0.01% | 967 | -500 | -3.39% | Q1 2026 | Apr 30, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 14,189 | 273 | 0.08% | 0.06% | 968 | +190 | 1.36% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 14,185 | 273 | 0.14% | 0.15% | 969 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Castleview Partners, LLC | History | Reduced | 14,141 | 272 | 0.14% | 0.12% | 970 | -981 | -6.49% | Q1 2026 | May 01, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | New | 14,071 | 271 | 0.06% | — | 972 | +14,071 | New | Q1 2026 | Apr 22, 2026 |
| Gryphon Financial Partners LLC | History | No change | 14,066 | 271 | 0.03% | 0.02% | 971 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 14,000 | 270 | 0.17% | 0.17% | 973 | -1,000 | -6.67% | Q1 2026 | May 11, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 13,953 | 269 | 0.02% | — | 974 | +13,953 | New | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 13,924 | 268 | 0.0% | — | 975 | +13,924 | New | Q1 2026 | May 12, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 13,845 | 267 | 0.02% | 0.01% | 977 | +69 | 0.5% | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 13,885 | 267 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH EFFECTS LLC | History | No change | 13,814 | 266 | 0.09% | 0.07% | 978 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 13,776 | 265 | 0.03% | 0.02% | 979 | -1,105 | -7.43% | Q1 2026 | Apr 23, 2026 |
| Investment Research Partners LLC | History | Added to | 13,596 | 262 | 0.11% | 0.09% | 981 | +1,484 | 12.25% | Q1 2026 | Apr 29, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 13,575 | 262 | 0.05% | 0.04% | 980 | +40 | 0.3% | Q1 2026 | May 11, 2026 |
| Asset Advisory Group, Inc. | History | No change | 13,558 | 261 | 0.13% | 0.11% | 982 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Beacon Financial Advisory LLC | History | New | 22,473 | 260 | 0.06% | — | 987 | +22,473 | New | Q1 2026 | Apr 27, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 14,360 | 260 | 0.03% | 0.03% | 984 | +1,150 | 8.71% | Q1 2026 | May 06, 2026 |
| VIAWEALTH, LLC | History | Reduced | 13,520 | 260 | 0.14% | 0.13% | 986 | -450 | -3.22% | Q1 2026 | May 11, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 13,490 | 260 | 0.15% | 0.14% | 983 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vantage Financial Partners, LLC | History | No change | 15,797 | 260 | 0.05% | 0.05% | 985 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Walker Asset Management, LLC | History | Reduced | 13,436 | 259 | 0.14% | 0.15% | 988 | -3,369 | -20.05% | Q1 2026 | Apr 24, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 13,328 | 257 | 0.01% | 0.01% | 989 | +64 | 0.48% | Q1 2026 | Apr 17, 2026 |
| Herold Advisors, Inc. | History | No change | 13,320 | 257 | 0.06% | 0.05% | 990 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kiker Wealth Management, LLC | History | New | 13,275 | 256 | 0.12% | — | 993 | +13,275 | New | Q1 2026 | May 06, 2026 |
| BWM Planning, LLC | History | Added to | 13,315 | 256 | 0.07% | 0.06% | 992 | +223 | 1.7% | Q1 2026 | Apr 21, 2026 |
| Atlas Brown,Inc. | History | No change | 13,291 | 256 | 0.08% | 0.07% | 991 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wolff Financial Management LLC | History | Added to | 13,238 | 255 | 0.06% | 0.05% | 995 | +22 | 0.17% | Q1 2026 | Apr 15, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 13,263 | 255 | 0.01% | 0.01% | 994 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vise Technologies, Inc. | History | No change | 15,487 | 255 | 0.01% | 0.0% | 996 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 13,513 | 254 | 0.12% | 0.11% | 997 | -643 | -4.54% | Q1 2026 | Apr 23, 2026 |
| Ruggiero Investments, Inc. | History | No change | 13,200 | 254 | 0.25% | 0.2% | 998 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 13,140 | 253 | 0.05% | 0.04% | 999 | -1,250 | -8.69% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Added to | 13,105 | 252 | 0.0% | 0.0% | 1000 | +8,051 | 159.3% | Q1 2026 | May 06, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 13,080 | 252 | 0.09% | 0.06% | 1001 | +2,877 | 28.2% | Q1 2026 | Apr 21, 2026 |
| UMB Bank, n.a. | History | Reduced | 13,055 | 251 | 0.0% | 0.0% | 1002 | -2,373 | -15.38% | Q1 2026 | May 11, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 13,007 | 251 | 0.01% | 0.01% | 1003 | +33 | 0.25% | Q1 2026 | May 12, 2026 |
| Successful Portfolios LLC | History | Added to | 12,910 | 250 | 0.14% | 0.11% | 1004 | +79 | 0.62% | Q1 2026 | Apr 13, 2026 |
| Ruggaard & Associates LLC | History | No change | 12,987 | 250 | 0.1% | 0.08% | 1005 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| Cypress Capital Management LLC (WY) | History | Added to | 12,930 | 249 | 0.23% | 0.19% | 1006 | +530 | 4.27% | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 12,890 | 248 | 0.01% | 0.0% | 1007 | +2,851 | 28.4% | Q1 2026 | Apr 28, 2026 |
| WT Wealth Management | History | Reduced | 12,818 | 247 | 0.07% | 0.06% | 1008 | -702 | -5.19% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,797 | 246 | 0.01% | 0.01% | 1009 | +2,127 | 19.93% | Q1 2026 | Apr 13, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Reduced | 12,701 | 245 | 0.21% | 0.22% | 1010 | -2,799 | -18.06% | Q1 2026 | Apr 17, 2026 |
| Calydon Capital | History | Reduced | 12,671 | 244 | 0.04% | 0.04% | 1011 | -400 | -3.06% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 12,686 | 244 | 0.12% | 0.11% | 1012 | +218 | 1.75% | Q1 2026 | Apr 22, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 12,600 | 243 | 0.08% | 0.08% | 1013 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,561 | 242 | 0.0% | 0.0% | 1015 | -2,861 | -18.55% | Q1 2026 | May 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 12,559 | 242 | 0.01% | 0.0% | 1014 | +15 | 0.12% | Q1 2026 | Apr 21, 2026 |
| Marks Wealth, LLC | History | No change | 12,560 | 242 | 0.06% | 0.07% | 1016 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 12,529 | 241 | 0.02% | 0.02% | 1018 | -831 | -6.22% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 12,500 | 241 | 0.02% | 0.02% | 1017 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Phillips Wealth Planners LLC | History | New | 12,279 | 240 | 0.18% | — | 1019 | +12,279 | New | Q1 2026 | May 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | New | 20,697 | 239 | 0.04% | — | 1023 | +20,697 | New | Q1 2026 | May 05, 2026 |
| RMR Wealth Builders | History | New | 12,394 | 239 | 0.02% | — | 1024 | +12,394 | New | Q1 2026 | Apr 22, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 12,400 | 239 | 0.03% | 0.03% | 1021 | +1,900 | 18.1% | Q1 2026 | May 18, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 12,434 | 239 | 0.02% | 0.02% | 1020 | -78 | -0.62% | Q1 2026 | May 05, 2026 |
| Centurion Wealth Management LLC | History | No change | 12,397 | 239 | 0.05% | 0.04% | 1022 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 12,333 | 238 | 0.13% | 0.18% | 1026 | -6,109 | -33.13% | Q1 2026 | Apr 20, 2026 |
| First Trust Capital Management L.P. | History | No change | 12,346 | 238 | 0.01% | 0.01% | 1025 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dauntless Investment Group, LLC | History | New | 12,300 | 237 | 0.16% | — | 1030 | +12,300 | New | Q1 2026 | May 14, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 12,300 | 237 | 0.02% | 0.01% | 1027 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | No change | 12,290 | 237 | 0.02% | 0.02% | 1028 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| POTENTIA WEALTH | History | No change | 12,318 | 237 | 0.09% | 0.07% | 1029 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | New | 12,262 | 236 | 0.01% | — | 1031 | +12,262 | New | Q1 2026 | May 14, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 12,205 | 235 | 0.19% | 0.17% | 1033 | -708 | -5.48% | Q1 2026 | May 15, 2026 |
| Advisor Resource Council | History | Reduced | 12,186 | 235 | 0.08% | 0.08% | 1032 | -92 | -0.75% | Q1 2026 | May 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 13,630 | 233 | 0.02% | 0.02% | 1034 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Group, LLC | History | New | 12,000 | 231 | 0.02% | — | 1036 | +12,000 | New | Q1 2026 | Apr 08, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 12,004 | 231 | 0.08% | 0.07% | 1035 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Added to | 11,933 | 230 | 0.18% | 0.15% | 1037 | +156 | 1.32% | Q1 2026 | May 07, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 11,873 | 229 | 0.02% | 0.03% | 1038 | -3,468 | -22.61% | Q1 2026 | May 08, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 11,874 | 229 | 0.04% | 0.04% | 1039 | -3,386 | -22.19% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 11,804 | 229 | 0.16% | 0.32% | 1040 | -1,230 | -9.44% | Q1 2026 | Jul 01, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 11,825 | 228 | 0.09% | 0.1% | 1041 | -4,444 | -27.32% | Q1 2026 | Apr 13, 2026 |
| Hardin Capital Partners, LLC | History | No change | 11,860 | 228 | 0.11% | 0.09% | 1042 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 11,796 | 227 | 0.07% | 0.06% | 1043 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 11,609 | 224 | 0.05% | 0.04% | 1044 | +201 | 1.76% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 11,595 | 223 | 0.01% | 0.01% | 1045 | -5,746 | -33.14% | Q1 2026 | May 15, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 11,520 | 222 | 0.01% | 0.01% | 1046 | -1 | -0.01% | Q1 2026 | Apr 13, 2026 |
| FIRST INTERSTATE BANK | History | New | 11,499 | 221 | 0.01% | — | 1049 | +11,499 | New | Q1 2026 | Apr 29, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 11,500 | 221 | 0.03% | 0.03% | 1047 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Veery Capital, LLC | History | No change | 11,500 | 221 | 0.07% | 0.06% | 1048 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Trask Adam Roland | History | New | 11,441 | 220 | 0.21% | — | 1050 | +11,441 | New | Q1 2026 | May 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 13,299 | 219 | 0.16% | 0.16% | 1051 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Rydar Equities, Inc. | History | Reduced | 11,306 | 218 | 0.17% | 0.16% | 1054 | -1,119 | -9.01% | Q1 2026 | Apr 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 11,298 | 218 | 0.02% | 0.01% | 1052 | +19 | 0.17% | Q1 2026 | Apr 08, 2026 |
| Amplify Investments, LLC | History | No change | 11,339 | 218 | 3.91% | 4.51% | 1053 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 11,243 | 217 | 0.0% | — | 1056 | +11,243 | New | Q1 2026 | Apr 07, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 11,280 | 217 | 0.05% | 0.04% | 1055 | +194 | 1.75% | Q1 2026 | Apr 23, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | New | 11,183 | 215 | 0.17% | — | 1059 | +11,183 | New | Q1 2026 | May 04, 2026 |
| Stokes Capital Advisors, LLC | History | New | 11,170 | 215 | 0.05% | — | 1058 | +11,170 | New | Q1 2026 | Apr 23, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Reduced | 11,157 | 215 | 0.09% | 0.1% | 1057 | -2,500 | -18.31% | Q1 2026 | May 05, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 11,061 | 213 | 0.04% | 0.03% | 1060 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | New | 11,000 | 212 | 0.02% | — | 1062 | +11,000 | New | Q1 2026 | Apr 30, 2026 |
| Lewis Asset Management, LLC | History | New | 11,000 | 212 | 0.09% | — | 1063 | +11,000 | New | Q1 2026 | Apr 21, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 10,997 | 212 | 0.05% | 0.04% | 1061 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 10,954 | 211 | 0.02% | 0.02% | 1064 | -1,462 | -11.78% | Q1 2026 | Apr 29, 2026 |
| Modus Advisors, LLC | History | Reduced | 10,853 | 209 | 0.06% | 0.13% | 1065 | -18,225 | -62.68% | Q1 2026 | May 04, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 10,786 | 208 | 0.05% | 0.05% | 1068 | -838 | -7.21% | Q1 2026 | Apr 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 10,800 | 208 | 0.08% | 0.07% | 1066 | +404 | 3.89% | Q1 2026 | May 05, 2026 |
| L & S Advisors Inc | History | No change | 10,814 | 208 | 0.03% | 0.02% | 1067 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 10,732 | 207 | 0.03% | 0.02% | 1069 | +25 | 0.23% | Q1 2026 | Apr 15, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 12,532 | 206 | 0.03% | 0.03% | 1070 | -225 | -1.76% | Q1 2026 | Apr 22, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 10,701 | 206 | 0.07% | 0.06% | 1072 | +59 | 0.55% | Q1 2026 | May 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 10,725 | 206 | 0.03% | 0.02% | 1071 | +33 | 0.31% | Q1 2026 | Apr 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 12,480 | 205 | 0.01% | 0.01% | 1073 | -434 | -3.36% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 10,735 | 204 | 0.0% | 0.0% | 1074 | -3,537 | -24.78% | Q1 2026 | May 14, 2026 |
| Worth Asset Management, LLC | History | New | 10,527 | 203 | 0.08% | — | 1076 | +10,527 | New | Q1 2026 | Apr 17, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 10,550 | 203 | 0.07% | 0.06% | 1075 | +300 | 2.93% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 10,518 | 202 | 0.0% | 0.0% | 1077 | -406 | -3.72% | Q1 2026 | May 14, 2026 |
| EPG Wealth Management LLC | History | Added to | 10,483 | 202 | 0.05% | 0.05% | 1078 | +163 | 1.58% | Q1 2026 | May 07, 2026 |
| HOLDERNESS INVESTMENTS CO | History | New | 10,406 | 200 | 0.04% | — | 1080 | +10,406 | New | Q1 2026 | May 12, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 10,409 | 200 | 0.05% | 0.04% | 1079 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arrow Investment Advisors, LLC | History | New | 10,361 | 199 | 0.21% | — | 1082 | +10,361 | New | Q1 2026 | May 04, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 10,350 | 199 | 0.01% | 0.01% | 1081 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Altus Wealth Group LLC | History | Reduced | 10,310 | 198 | 0.08% | 0.07% | 1084 | -200 | -1.9% | Q1 2026 | Apr 27, 2026 |
| Old North State Trust, LLC | History | No change | 10,240 | 198 | 0.12% | 0.1% | 1083 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 10,214 | 197 | 0.0% | 0.0% | 1085 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Parvin Asset Management, LLC | History | New | 10,125 | 195 | 0.14% | — | 1087 | +10,125 | New | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | New | 10,000 | 195 | 0.17% | — | 1088 | +10,000 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 10,000 | 195 | 0.17% | 0.15% | 1086 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 10,100 | 194 | 0.13% | — | 1089 | +10,100 | New | Q1 2026 | Apr 16, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 10,081 | 194 | 0.2% | — | 1091 | +10,081 | New | Q1 2026 | Apr 23, 2026 |
| TRUE Private Wealth Advisors | History | New | 10,061 | 194 | 0.02% | — | 1090 | +10,061 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | New | 10,001 | 193 | 0.0% | — | 1096 | +10,001 | New | Q1 2026 | May 14, 2026 |
| Clear Point Advisors Inc. | History | New | 10,000 | 193 | 0.15% | — | 1097 | +10,000 | New | Q1 2026 | Apr 28, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 10,026 | 193 | 0.01% | 0.01% | 1092 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 10,010 | 193 | 0.18% | 0.13% | 1093 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 10,001 | 193 | 0.09% | 0.07% | 1094 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 10,000 | 193 | 0.07% | 0.06% | 1095 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CITY HOLDING CO | History | Reduced | 10,000 | 192 | 0.02% | 0.02% | 1098 | -262 | -2.55% | Q1 2026 | Apr 15, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 9,880 | 190 | 0.05% | 0.04% | 1099 | -95 | -0.95% | Q1 2026 | May 14, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 9,720 | 187 | 0.06% | 0.06% | 1100 | -446 | -4.39% | Q1 2026 | May 04, 2026 |
| Operose Advisors LLC | History | No change | 9,556 | 184 | 0.04% | 0.04% | 1101 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 18,200 | 182 | 0.03% | 0.0% | 1102 | +15,200 | 506.67% | Q1 2026 | Apr 22, 2026 |
| Orion Capital Management LLC | History | Added to | 9,472 | 182 | 0.06% | 0.05% | 1103 | +163 | 1.75% | Q1 2026 | May 14, 2026 |
| Fairman Group, LLC | History | No change | 9,150 | 176 | 0.15% | 0.12% | 1104 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 10,620 | 175 | 0.09% | 0.09% | 1105 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pursuit Wealth Management LLC | History | No change | 10,392 | 171 | 0.15% | 0.15% | 1106 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MATHER GROUP, LLC. | History | New | 8,803 | 169 | 0.0% | — | 1108 | +8,803 | New | Q1 2026 | Apr 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 8,785 | 169 | 0.02% | 0.02% | 1107 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| American Capital Advisory, LLC | History | Added to | 8,698 | 167 | 0.07% | 0.06% | 1109 | +3 | 0.03% | Q1 2026 | Apr 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 8,400 | 162 | 0.03% | 0.03% | 1110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Decker Retirement Planning Inc. | History | New | 8,320 | 160 | 0.07% | — | 1111 | +8,320 | New | Q1 2026 | Apr 20, 2026 |
| Nemes Rush Group LLC | History | Added to | 8,088 | 156 | 0.01% | 0.01% | 1112 | +359 | 4.64% | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,955 | 153 | 0.0% | 0.0% | 1113 | +2,622 | 49.17% | Q1 2026 | May 08, 2026 |
| Frankly Finances, LLC | History | Added to | 7,850 | 151 | 0.14% | 0.07% | 1114 | +3,600 | 84.71% | Q1 2026 | Apr 29, 2026 |
| CX Institutional | History | Reduced | 7,708 | 149 | 0.0% | 0.0% | 1115 | -537 | -6.51% | Q1 2026 | Apr 06, 2026 |
| MOTCO | History | No change | 7,325 | 141 | 0.01% | 0.01% | 1116 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Security National Bank | History | No change | 6,996 | 135 | 0.02% | 0.02% | 1117 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Planning Project LLC | History | No change | 8,245 | 135 | 0.03% | 0.03% | 1118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 6,948 | 134 | 0.05% | 0.04% | 1119 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6,983 | 134 | 0.02% | 0.01% | 1120 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 6,819 | 131 | 0.05% | 0.04% | 1121 | -145 | -2.08% | Q1 2026 | May 05, 2026 |
| MCF Advisors LLC | History | Added to | 6,676 | 128 | 0.01% | 0.01% | 1122 | +236 | 3.66% | Q1 2026 | May 11, 2026 |
| PROFFITT & GOODSON INC | History | No change | 6,257 | 120 | 0.02% | 0.01% | 1123 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vision Retirement, LLC | History | Added to | 6,171 | 119 | 0.03% | 0.03% | 1124 | +12 | 0.19% | Q1 2026 | May 07, 2026 |
| Abel Hall, LLC | History | New | 10,000 | 115 | 0.02% | — | 1126 | +10,000 | New | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 5,981 | 115 | 0.02% | 0.01% | 1125 | +53 | 0.89% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 5,922 | 114 | 0.04% | 0.03% | 1128 | +250 | 4.41% | Q1 2026 | Apr 24, 2026 |
| Solstein Capital, LLC | History | No change | 5,927 | 114 | 0.05% | 0.04% | 1127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Founders Capital Management | History | No change | 5,805 | 112 | 0.05% | 0.05% | 1129 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 5,708 | 110 | 0.01% | 0.01% | 1130 | -100 | -1.72% | Q1 2026 | May 12, 2026 |
| BankPlus Trust Department | History | No change | 5,671 | 109 | 0.03% | 0.02% | 1131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,548 | 107 | 0.0% | 0.0% | 1132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | No change | 5,584 | 107 | 0.03% | 0.02% | 1133 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 5,506 | 106 | 0.0% | 0.0% | 1134 | +74 | 1.36% | Q1 2026 | May 07, 2026 |
| Hara Capital LLC | History | No change | 5,495 | 106 | 0.05% | 0.05% | 1135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Citizens National Bank Trust Department | History | Added to | 5,480 | 105 | 0.02% | 0.01% | 1136 | +480 | 9.6% | Q1 2026 | May 04, 2026 |
| Arlington Trust Co LLC | History | Reduced | 5,435 | 104 | 0.01% | 0.01% | 1138 | -3,500 | -39.17% | Q1 2026 | Apr 08, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 75,472 | 104 | 0.02% | 0.02% | 1137 | +2 | 0.0% | Q1 2026 | May 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 5,344 | 103 | 0.01% | — | 1139 | +5,344 | New | Q1 2026 | Apr 08, 2026 |
| Blue Owl Capital Holdings LP | History | New | 5,326 | 102 | 0.03% | — | 1141 | +5,326 | New | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 5,307 | 102 | 0.0% | — | 1140 | +5,307 | New | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 5,162 | 99 | 0.03% | 0.03% | 1142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Heritage Wealth Advisors | History | No change | 5,100 | 98 | 0.0% | 0.0% | 1143 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Advocates LLC | History | Reduced | 5,000 | 96 | 0.42% | 0.07% | 1145 | -12,585 | -71.57% | Q1 2026 | May 15, 2026 |
| Mechanics Financial Corp | History | No change | 5,000 | 96 | 0.04% | 0.03% | 1144 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BALLAST ADVISORS LLC | History | New | 4,961 | 95 | 0.03% | — | 1146 | +4,961 | New | Q1 2026 | Jun 23, 2026 |
| ATWOOD & PALMER INC | History | No change | 4,822 | 93 | 0.01% | 0.0% | 1147 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 4,735 | 91 | 0.01% | 0.0% | 1148 | +2,465 | 108.59% | Q1 2026 | Apr 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 4,550 | 88 | 0.01% | 0.01% | 1149 | +628 | 16.01% | Q1 2026 | Apr 16, 2026 |
| Estabrook Capital Management | History | No change | 4,451 | 85 | 0.01% | 0.01% | 1150 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ZAZOVE ASSOCIATES LLC | History | No change | 5,000 | 82 | 0.01% | 0.01% | 1151 | 0 | 0.0% | Q1 2026 | Jun 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 4,170 | 80 | 0.01% | 0.0% | 1152 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 4,056 | 78 | 0.01% | — | 1154 | +4,056 | New | Q1 2026 | Apr 28, 2026 |
| GODSEY & GIBB, INC | History | No change | 4,053 | 78 | 0.01% | 0.01% | 1153 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WFA of San Diego, LLC | History | No change | 4,000 | 77 | 0.06% | 0.05% | 1155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | No change | 4,000 | 77 | 0.01% | 0.01% | 1156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 3,913 | 75 | 0.01% | 0.01% | 1157 | -310 | -7.34% | Q1 2026 | May 19, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 3,885 | 74 | 0.04% | 0.04% | 1160 | -50 | -1.27% | Q1 2026 | Apr 13, 2026 |
| FIRST HORIZON CORP | History | No change | 3,867 | 74 | 0.0% | 0.0% | 1158 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Advisors | History | No change | 3,840 | 74 | 0.01% | 0.0% | 1159 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quent Capital, LLC | History | Reduced | 3,725 | 71 | 0.01% | 0.0% | 1162 | -73 | -1.92% | Q1 2026 | Apr 28, 2026 |
| SouthState Bank Corp | History | No change | 3,721 | 71 | 0.0% | 0.0% | 1161 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Essential Partners LLC | History | No change | 3,711 | 71 | 0.02% | 0.02% | 1163 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 3,606 | 69 | 0.02% | — | 1166 | +3,606 | New | Q1 2026 | Apr 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,614 | 69 | 0.0% | 0.0% | 1164 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 3,600 | 69 | 0.02% | 0.01% | 1165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 3,463 | 66 | 0.0% | 0.0% | 1168 | -508 | -12.79% | Q1 2026 | Apr 10, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,428 | 66 | 0.01% | 0.01% | 1167 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Dunhill Financial, LLC | History | No change | 3,454 | 66 | 0.02% | 0.01% | 1169 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 3,388 | 65 | 0.01% | 0.01% | 1170 | -3,293 | -49.29% | Q1 2026 | May 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3,418 | 65 | 0.05% | 0.04% | 1171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | No change | 3,328 | 64 | 0.01% | 0.01% | 1172 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 3,299 | 63 | 0.02% | 0.02% | 1173 | -2,457 | -42.69% | Q1 2026 | May 01, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 3,198 | 61 | 0.02% | 0.02% | 1176 | +39 | 1.23% | Q1 2026 | Apr 10, 2026 |
| TSFG, LLC | History | Added to | 3,141 | 61 | 0.01% | 0.01% | 1177 | +34 | 1.09% | Q1 2026 | Apr 27, 2026 |
| Scarborough Advisors, LLC | History | Added to | 3,181 | 61 | 0.01% | 0.01% | 1178 | +21 | 0.66% | Q1 2026 | May 07, 2026 |
| Smithfield Trust Co | History | No change | 3,167 | 61 | 0.0% | 0.0% | 1174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Community Bank, N.A. | History | No change | 3,200 | 61 | 0.01% | 0.01% | 1175 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3,112 | 60 | 0.03% | 0.06% | 1180 | -3,966 | -56.03% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 3,122 | 60 | 0.0% | 0.0% | 1179 | +54 | 1.76% | Q1 2026 | Apr 27, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 3,105 | 59 | 0.0% | 0.0% | 1181 | +30 | 0.98% | Q1 2026 | Apr 21, 2026 |
| Kozak & Associates, Inc. | History | Added to | 3,142 | 59 | 0.01% | 0.01% | 1182 | +17 | 0.54% | Q1 2026 | Apr 14, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 3,000 | 57 | 0.02% | — | 1185 | +3,000 | New | Q1 2026 | Apr 28, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 2,998 | 57 | 0.01% | 0.01% | 1183 | +34 | 1.15% | Q1 2026 | Apr 03, 2026 |
| 1015 Capital Partners, LLC | History | No change | 3,000 | 57 | 0.06% | 0.05% | 1184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 3,275 | 54 | 0.05% | 0.05% | 1186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 2,778 | 53 | 0.03% | 0.03% | 1187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | No change | 2,750 | 53 | 0.03% | 0.03% | 1188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 2,717 | 52 | 0.0% | 0.0% | 1189 | +26 | 0.97% | Q1 2026 | May 04, 2026 |
| Elequin Capital, LP | History | New | 2,673 | 51 | 0.0% | — | 1193 | +2,673 | New | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Added to | 2,662 | 51 | 0.01% | 0.01% | 1192 | +46 | 1.76% | Q1 2026 | Apr 24, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,653 | 51 | 0.01% | 0.0% | 1190 | +17 | 0.64% | Q1 2026 | Apr 28, 2026 |
| Core Alternative Capital | History | No change | 2,657 | 51 | 0.02% | 0.01% | 1191 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,633 | 50 | 0.02% | 0.02% | 1194 | +282 | 11.99% | Q1 2026 | Apr 17, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,600 | 50 | 0.01% | 0.01% | 1195 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pacific Center for Financial Services | History | Added to | 2,586 | 49 | 0.01% | 0.01% | 1196 | +666 | 34.69% | Q1 2026 | May 12, 2026 |
| United Community Bank | History | Reduced | 2,538 | 48 | 0.02% | 0.02% | 1197 | -350 | -12.12% | Q1 2026 | Apr 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,851 | 47 | 0.01% | 0.01% | 1198 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MRP Capital Investments, LLC | History | No change | 2,456 | 47 | 0.04% | 0.03% | 1199 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | Reduced | 2,405 | 46 | 0.01% | 0.01% | 1202 | -101 | -4.03% | Q1 2026 | May 07, 2026 |
| ALERUS FINANCIAL NA | History | No change | 2,400 | 46 | 0.0% | 0.0% | 1200 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Freedom, LLC | History | No change | 2,416 | 46 | 0.02% | 0.02% | 1201 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 2,406 | 45 | 0.02% | 0.02% | 1203 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,316 | 44 | 0.0% | 0.0% | 1205 | -8,484 | -78.56% | Q1 2026 | May 15, 2026 |
| SRH ADVISORS, LLC | History | No change | 2,325 | 44 | 0.01% | 0.01% | 1204 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 2,242 | 43 | 0.0% | 0.0% | 1207 | -12,826 | -85.12% | Q1 2026 | May 12, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 2,264 | 43 | 0.04% | 0.02% | 1206 | -222 | -8.93% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | New | 2,166 | 42 | 0.01% | — | 1209 | +2,166 | New | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,211 | 42 | 0.01% | 0.01% | 1208 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Life Planners | History | New | 2,074 | 40 | 0.03% | — | 1211 | +2,074 | New | Q1 2026 | Apr 24, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 2,084 | 40 | 0.0% | 0.0% | 1210 | +1,884 | 942.0% | Q1 2026 | May 06, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,072 | 39 | 0.02% | 0.0% | 1213 | +1,690 | 442.41% | Q1 2026 | May 01, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 2,030 | 39 | 0.0% | 0.0% | 1212 | +130 | 6.84% | Q1 2026 | May 11, 2026 |
| Hickory Point Bank & Trust | History | New | 2,000 | 38 | 0.03% | — | 1218 | +2,000 | New | Q1 2026 | Apr 03, 2026 |
| KM Capital Management Ltd. | History | New | 1,920 | 38 | 0.03% | — | 1217 | +1,920 | New | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | No change | 2,000 | 38 | 0.0% | 0.0% | 1214 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2,000 | 38 | 0.0% | 0.0% | 1215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trust Co | History | No change | 2,000 | 38 | 0.0% | 0.0% | 1216 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 1,934 | 37 | 0.04% | 0.03% | 1219 | +33 | 1.74% | Q1 2026 | Apr 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,830 | 35 | 0.0% | — | 1222 | +1,830 | New | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,824 | 35 | 0.0% | 0.0% | 1221 | +176 | 10.68% | Q1 2026 | Apr 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,844 | 35 | 0.0% | 0.0% | 1220 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JNBA Financial Advisors | History | New | 3,000 | 34 | 0.0% | — | 1223 | +3,000 | New | Q1 2026 | Apr 22, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,795 | 34 | 0.0% | — | 1224 | +1,795 | New | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,678 | 32 | 0.0% | 0.0% | 1225 | +618 | 58.3% | Q1 2026 | Apr 20, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 1,631 | 31 | 0.02% | 0.01% | 1226 | +28 | 1.75% | Q1 2026 | May 04, 2026 |
| TORONTO DOMINION BANK | History | New | 1,570 | 30 | 0.0% | — | 1229 | +1,570 | New | Q1 2026 | May 15, 2026 |
| Basepoint Wealth LLC | History | Added to | 1,602 | 30 | 0.02% | 0.01% | 1228 | +102 | 6.8% | Q1 2026 | May 07, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,600 | 30 | 0.01% | 0.01% | 1227 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stone House Investment Management, LLC | History | Added to | 1,515 | 29 | 0.01% | 0.0% | 1230 | +259 | 20.62% | Q1 2026 | Apr 22, 2026 |
| Financial Connections Group, Inc. | History | Added to | 1,501 | 28 | 0.01% | 0.01% | 1232 | +26 | 1.76% | Q1 2026 | May 01, 2026 |
| Sawyer & Company, Inc | History | No change | 1,500 | 28 | 0.01% | 0.01% | 1231 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,500 | 28 | 0.01% | 0.01% | 1233 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 1,385 | 26 | 0.01% | 0.01% | 1234 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ESL Trust Services, LLC | History | No change | 1,391 | 26 | 0.0% | 0.0% | 1235 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 1,367 | 25 | 0.01% | 0.01% | 1237 | +132 | 10.69% | Q1 2026 | May 05, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 1,314 | 25 | 0.01% | 0.02% | 1238 | +1 | 0.08% | Q1 2026 | May 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,332 | 25 | 0.0% | 0.0% | 1236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,267 | 24 | 0.0% | — | 1241 | +1,267 | New | Q1 2026 | May 11, 2026 |
| Main Street Group, LTD | History | New | 1,254 | 24 | 0.01% | — | 1242 | +1,254 | New | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 1,250 | 24 | 0.02% | — | 1243 | +1,250 | New | Q1 2026 | Apr 07, 2026 |
| Asset Dedication, LLC | History | No change | 1,250 | 24 | 0.0% | 0.0% | 1239 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Boreal Capital Management LLC | History | No change | 1,252 | 24 | 0.02% | 0.02% | 1240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | Reduced | 1,200 | 23 | 0.0% | 0.01% | 1246 | -1,000 | -45.45% | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | Added to | 1,218 | 23 | 0.0% | 0.0% | 1245 | +200 | 19.65% | Q1 2026 | May 11, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 1,195 | 23 | 0.01% | 0.01% | 1244 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Co / SC | History | No change | 1,192 | 23 | 0.0% | 0.0% | 1247 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advocate Investing Services LLC | History | No change | 1,218 | 23 | 0.02% | 0.02% | 1248 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 1,163 | 22 | 0.02% | 0.02% | 1249 | +5 | 0.43% | Q1 2026 | Apr 07, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 1,100 | 21 | 0.0% | 0.0% | 1251 | -750 | -40.54% | Q1 2026 | Apr 22, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 1,104 | 21 | 0.02% | 0.02% | 1250 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,059 | 20 | 0.01% | — | 1252 | +1,059 | New | Q1 2026 | May 08, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 1,010 | 19 | 0.01% | — | 1257 | +1,010 | New | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 1,024 | 19 | 0.01% | 0.01% | 1253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| City State Bank | History | No change | 1,000 | 19 | 0.0% | 0.0% | 1254 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 1,000 | 19 | 0.01% | 0.01% | 1255 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,000 | 19 | 0.0% | 0.0% | 1256 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Lummis Asset Management, LP | History | Reduced | 970 | 18 | 0.01% | 0.04% | 1258 | -3,100 | -76.17% | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 903 | 17 | 0.02% | 0.01% | 1259 | +21 | 2.38% | Q1 2026 | May 14, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 900 | 17 | 0.01% | 0.01% | 1260 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 835 | 16 | 0.0% | 0.0% | 1262 | -165 | -16.5% | Q1 2026 | Apr 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 853 | 16 | 0.01% | 0.01% | 1261 | +10 | 1.19% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 849 | 16 | 0.0% | 0.0% | 1263 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Magnolia Wealth Management, LLC | History | New | 820 | 15 | 0.01% | — | 1269 | +820 | New | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | Reduced | 784 | 15 | 0.0% | 0.0% | 1267 | -57 | -6.78% | Q1 2026 | May 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 828 | 15 | 0.01% | 0.0% | 1264 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 810 | 15 | 0.0% | 0.0% | 1265 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | No change | 800 | 15 | 0.0% | 0.0% | 1266 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 800 | 15 | 0.01% | 0.01% | 1268 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 776 | 14 | 0.02% | — | 1272 | +776 | New | Q1 2026 | May 04, 2026 |
| Crewe Advisors LLC | History | Added to | 754 | 14 | 0.0% | 0.0% | 1270 | +1 | 0.13% | Q1 2026 | May 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 768 | 14 | 0.0% | 0.0% | 1271 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GW&K Investment Management, LLC | History | New | 667 | 13 | 0.0% | — | 1275 | +667 | New | Q1 2026 | May 13, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 703 | 13 | 0.0% | 0.0% | 1274 | +111 | 18.75% | Q1 2026 | Apr 27, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 694 | 13 | 0.0% | 0.0% | 1273 | +64 | 10.16% | Q1 2026 | Apr 30, 2026 |
| SWAN Capital LLC | History | Added to | 668 | 12 | 0.0% | 0.0% | 1276 | +30 | 4.7% | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 561 | 10 | 0.0% | 0.0% | 1277 | +231 | 70.0% | Q1 2026 | May 01, 2026 |
| Transce3nd, LLC | History | Reduced | 510 | 9 | 0.08% | 0.08% | 1279 | -65 | -11.3% | Q1 2026 | May 07, 2026 |
| PFS Partners, LLC | History | No change | 500 | 9 | 0.0% | 0.0% | 1278 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Signature Equity Partners, LLC | History | No change | 500 | 9 | 0.0% | 0.0% | 1280 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CrossGen Wealth, LLC | History | No change | 500 | 9 | 0.01% | 0.01% | 1281 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 409 | 8 | 0.0% | 0.0% | 1282 | -25 | -5.76% | Q1 2026 | May 07, 2026 |
| Milestone Investment Advisors LLC | History | New | 400 | 7 | 0.0% | — | 1286 | +400 | New | Q1 2026 | May 05, 2026 |
| 10Elms LLP | History | New | 391 | 7 | 0.0% | — | 1287 | +391 | New | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 387 | 7 | 0.0% | — | 1285 | +387 | New | Q1 2026 | Apr 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 384 | 7 | 0.01% | 0.0% | 1283 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 400 | 7 | 0.0% | 0.0% | 1284 | 0 | 0.0% | Q1 2026 | Jun 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 311 | 6 | 0.0% | — | 1291 | +311 | New | Q1 2026 | Apr 09, 2026 |
| Versant Capital Management, Inc | History | Added to | 350 | 6 | 0.0% | 0.0% | 1288 | +14 | 4.17% | Q1 2026 | Apr 06, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 336 | 6 | 0.0% | 0.0% | 1289 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 324 | 6 | 0.01% | 0.0% | 1290 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Reduced | 263 | 5 | 0.0% | 0.0% | 1293 | -2 | -0.75% | Q1 2026 | May 05, 2026 |
| Costello Asset Management, INC | History | No change | 294 | 5 | 0.0% | 0.0% | 1292 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 1294 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EFG International AG | History | New | 237 | 4 | 0.0% | — | 1300 | +237 | New | Q1 2026 | May 15, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 257 | 4 | 0.0% | 0.0% | 1295 | +4 | 1.58% | Q1 2026 | May 12, 2026 |
| Penserra Capital Management LLC | History | Added to | 213 | 4 | 0.0% | 0.0% | 1296 | +3 | 1.43% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 207 | 4 | 0.0% | 0.0% | 1298 | +3 | 1.47% | Q1 2026 | May 06, 2026 |
| CKW FINANCIAL GROUP | History | No change | 200 | 4 | 0.0% | 0.0% | 1297 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Motiv8 Investments LLC | History | No change | 258 | 4 | 0.0% | 0.0% | 1299 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investors Portfolio Services LLC | History | New | 200 | 3 | 0.0% | — | 1305 | +200 | New | Q1 2026 | May 14, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 200 | 3 | 0.0% | — | 1307 | +200 | New | Q1 2026 | May 05, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 179 | 3 | 0.0% | — | 1306 | +179 | New | Q1 2026 | May 12, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 203 | 3 | 0.0% | 0.0% | 1301 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 180 | 3 | 0.0% | 0.0% | 1302 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Independence Bank of Kentucky | History | No change | 200 | 3 | 0.0% | 0.0% | 1303 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 163 | 3 | 0.0% | 0.0% | 1304 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 121 | 2 | 0.0% | — | 1314 | +121 | New | Q1 2026 | May 13, 2026 |
| Strategic Wealth Advisors LLC | History | New | 120 | 2 | 0.0% | — | 1315 | +120 | New | Q1 2026 | May 01, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 100 | 2 | 0.0% | — | 1313 | +100 | New | Q1 2026 | May 14, 2026 |
| Truvestments Capital LLC | History | Added to | 118 | 2 | 0.0% | 0.0% | 1309 | +2 | 1.72% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 121 | 2 | 0.0% | 0.0% | 1310 | +2 | 1.68% | Q1 2026 | May 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 116 | 2 | 0.0% | 0.0% | 1308 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Raiffeisen Bank International AG | History | No change | 116 | 2 | 0.0% | 0.0% | 1311 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sunrise Financial Services, LLC | History | No change | 128 | 2 | 0.0% | 0.0% | 1312 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JPL Wealth Management, LLC | History | New | 100 | 1 | 0.0% | — | 1321 | +100 | New | Q1 2026 | May 08, 2026 |
| NVWM, LLC | History | New | 80 | 1 | 0.0% | — | 1320 | +80 | New | Q1 2026 | Apr 27, 2026 |
| Bangor Savings Bank | History | No change | 70 | 1 | 0.0% | 0.0% | 1316 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Triumph Capital Management | History | No change | 64 | 1 | 0.0% | 0.0% | 1317 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacifica Partners Inc. | History | No change | 75 | 1 | 0.0% | 0.0% | 1318 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Abound Wealth Management | History | No change | 59 | 1 | 0.0% | — | 1319 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| First Reserve GP XIII Ltd | History | Closed out | 0 | 0 | — | 87.28% | — | -23,340,380 | -100.0% | Q1 2026 | May 15, 2026 |
| ABRAMS CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 1.78% | — | -6,115,417 | -100.0% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,563,415 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -357,542 | -100.0% | Q1 2026 | Jun 18, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -344,370 | -100.0% | Q1 2026 | May 14, 2026 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -166,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Clarkston Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -152,300 | -100.0% | Q1 2026 | May 14, 2026 |
| OnyxPoint Global Management LP | History | Closed out | 0 | 0 | — | 0.69% | — | -149,800 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -120,000 | -100.0% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -109,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -106,640 | -100.0% | Q1 2026 | May 07, 2026 |
| Everstar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.97% | — | -75,464 | -100.0% | Q1 2026 | Apr 16, 2026 |
| TCW GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -70,993 | -100.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65,300 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -62,309 | -100.0% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -43,886 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -37,513 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.1% | — | -34,000 | -100.0% | Q1 2026 | May 12, 2026 |
| BigSur Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -30,000 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Severin Investments, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -27,439 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Meadowbrook Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -24,000 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -23,046 | -100.0% | Q1 2026 | May 11, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,013 | -100.0% | Q1 2026 | Apr 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,482 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Symphony Financial, Ltd. Co. | History | Closed out | 0 | 0 | — | 0.04% | — | -17,810 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -17,772 | -100.0% | Q1 2026 | Apr 13, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,513 | -100.0% | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -17,304 | -100.0% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -15,371 | -100.0% | Q1 2026 | May 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,143 | -100.0% | Q1 2026 | May 14, 2026 |
| Financial Plan, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -15,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CFO4Life Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,847 | -100.0% | Q1 2026 | May 11, 2026 |
| Van Cleef Asset Management,Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -14,590 | -100.0% | Q1 2026 | May 01, 2026 |
| Prossimo Advisors, LLC | History | Closed out | 0 | 0 | — | 1.55% | — | -14,563 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Redwood Family Wealth LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -14,433 | -100.0% | Q1 2026 | May 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -13,978 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Coastal Bridge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,194 | -100.0% | Q1 2026 | May 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Closed out | 0 | 0 | — | 0.14% | — | -12,989 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Busey Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -12,816 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Strata Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,529 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,305 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrant Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,116 | -100.0% | Q1 2026 | May 06, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,030 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -12,007 | -100.0% | Q1 2026 | May 11, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Closed out | 0 | 0 | — | 0.04% | — | -11,600 | -100.0% | Q1 2026 | Apr 01, 2026 |
| TrueWealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,539 | -100.0% | Q1 2026 | Apr 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -11,402 | -100.0% | Q1 2026 | May 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Closed out | 0 | 0 | — | 0.02% | — | -11,346 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Freedom Day Solutions, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,801 | -100.0% | Q1 2026 | May 05, 2026 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,738 | -100.0% | Q1 2026 | May 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -10,624 | -100.0% | Q1 2026 | May 05, 2026 |
| London & Capital Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,362 | -100.0% | Q1 2026 | May 14, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -10,198 | -100.0% | Q1 2026 | Apr 17, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,095 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,140 | -100.0% | Q1 2026 | May 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -8,124 | -100.0% | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,270 | -100.0% | Q1 2026 | May 11, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,550 | -100.0% | Q1 2026 | Apr 24, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,419 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,761 | -100.0% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -2,627 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,273 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,927 | -100.0% | Q1 2026 | May 15, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,494 | -100.0% | Q1 2026 | May 11, 2026 |
| PMV Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,159 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,125 | -100.0% | Q1 2026 | May 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,038 | -100.0% | Q1 2026 | May 12, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | Apr 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -842 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 01, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -588 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q1 2026 | Jun 01, 2026 |
| PlanVest Financial, Inc | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | May 14, 2026 |
| Hughes Financial Services, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | Apr 29, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MSRH, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |