Morgan Stanley ETF Trust - EVTR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 32,845,045 | 1,666,886 | 0.1% | 0.09% | 1 | +4,615,435 | 16.35% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,902,766 | 299,691 | 0.07% | 0.06% | 2 | +901,781 | 18.03% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,137,407 | 209,973 | 0.04% | 0.04% | 3 | -142,331 | -3.33% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 4,008,410 | 203,426 | 0.01% | 0.01% | 4 | +26,395 | 0.66% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,566,409 | 180,995 | 0.01% | 0.01% | 5 | +1,336,772 | 59.95% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,452,747 | 175,226 | 0.05% | 0.04% | 6 | +830,704 | 31.68% | Q1 2026 | May 06, 2026 |
| Prodigy Asset Management LLC | History | Added to | 2,290,566 | 116,246 | 38.81% | 39.91% | 7 | +83,103 | 3.76% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,241,083 | 113,734 | 0.04% | 0.02% | 8 | +745,892 | 49.89% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,063,903 | 104,743 | 0.15% | 0.15% | 9 | +94,348 | 4.79% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,580,920 | 80,231 | 0.02% | 0.02% | 10 | +440,082 | 38.58% | Q1 2026 | May 04, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1,404,864 | 71,296 | 7.55% | — | 11 | +1,404,864 | New | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,293,704 | 65,655 | 0.04% | 0.03% | 12 | +341,899 | 35.92% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,220,033 | 61,917 | 0.15% | 0.14% | 13 | +59,319 | 5.11% | Q1 2026 | Apr 22, 2026 |
| ALPS ADVISORS INC | History | New | 1,017,240 | 51,624 | 0.24% | — | 14 | +1,017,240 | New | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 676,375 | 34,326 | 0.02% | 0.02% | 15 | +208,040 | 44.42% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 632,289 | 32,088 | 0.03% | 0.03% | 16 | +137,332 | 27.75% | Q1 2026 | May 05, 2026 |
| Valley Financial Group, Inc. | History | Added to | 519,233 | 26,351 | 14.22% | 14.37% | 17 | +22,450 | 4.52% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 472,605 | 23,984 | 0.82% | 0.63% | 18 | +104,492 | 28.39% | Q1 2026 | Apr 22, 2026 |
| Retirement Management Systems Inc. | History | Added to | 469,813 | 23,843 | 5.75% | 5.13% | 19 | +80,813 | 20.77% | Q1 2026 | Apr 14, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 465,293 | 23,613 | 2.69% | 2.43% | 20 | +51,997 | 12.58% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 435,824 | 22,118 | 0.02% | 0.02% | 21 | +144,005 | 49.35% | Q1 2026 | May 13, 2026 |
| Coign Capital Advisors LLC | History | Added to | 343,421 | 17,428 | 9.16% | 9.06% | 22 | +7,521 | 2.24% | Q1 2026 | May 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 328,033 | 16,647 | 2.04% | 2.37% | 23 | -37,430 | -10.24% | Q1 2026 | Apr 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 301,126 | 15,282 | 0.35% | — | 24 | +301,126 | New | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 291,617 | 14,799 | 0.09% | 0.08% | 25 | +30,477 | 11.67% | Q1 2026 | May 05, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 289,788 | 14,706 | 1.61% | 1.71% | 26 | +1,132 | 0.39% | Q1 2026 | May 11, 2026 |
| Clear Trail Advisors, LLC | History | New | 288,719 | 14,652 | 2.44% | — | 27 | +288,719 | New | Q1 2026 | Apr 17, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 261,072 | 13,249 | 3.84% | 3.96% | 28 | -5,352 | -2.01% | Q1 2026 | Apr 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 258,546 | 13,121 | 0.02% | 0.01% | 29 | +106,511 | 70.06% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 253,200 | 12,849 | 0.07% | 0.06% | 30 | +50,590 | 24.97% | Q1 2026 | May 05, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 249,158 | 12,644 | 9.54% | 8.81% | 31 | +38,223 | 18.12% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | Added to | 244,193 | 12,392 | 0.45% | 0.53% | 32 | +21,161 | 9.49% | Q1 2026 | May 19, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 240,697 | 12,215 | 1.79% | 4.79% | 33 | -358,903 | -59.86% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 236,879 | 12,021 | 0.19% | 0.0% | 34 | +233,636 | 7204.32% | Q1 2026 | May 15, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 235,871 | 11,970 | 2.88% | 4.01% | 35 | -61,566 | -20.7% | Q1 2026 | Apr 24, 2026 |
| Live Oak Investment Partners | History | Added to | 234,686 | 11,910 | 7.03% | 5.29% | 36 | +67,481 | 40.36% | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 225,020 | 11,465 | 0.3% | 0.3% | 37 | +227 | 0.1% | Q1 2026 | May 14, 2026 |
| Systelligence, LLC | History | Reduced | 204,547 | 10,380 | 2.02% | 3.02% | 38 | -103,652 | -33.63% | Q1 2026 | Apr 21, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 168,121 | 8,532 | 0.94% | 0.96% | 39 | +2,830 | 1.71% | Q1 2026 | May 11, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 154,075 | 7,819 | 5.48% | 5.38% | 40 | +7,103 | 4.83% | Q1 2026 | May 13, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 151,824 | 7,705 | 1.8% | 1.42% | 41 | +39,022 | 34.59% | Q1 2026 | Apr 24, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 151,261 | 7,676 | 1.36% | 1.03% | 42 | +43,419 | 40.26% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 143,502 | 7,282 | 0.1% | 0.1% | 43 | +4,449 | 3.2% | Q1 2026 | May 12, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 139,022 | 7,055 | 2.71% | 2.67% | 44 | +4,549 | 3.38% | Q1 2026 | Apr 22, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 138,984 | 7,053 | 4.18% | 4.42% | 45 | +21,140 | 17.94% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 137,311 | 6,968 | 0.0% | 0.0% | 46 | -66,218 | -32.53% | Q1 2026 | May 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 137,115 | 6,958 | 1.53% | 1.56% | 47 | -623 | -0.45% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 133,718 | 6,786 | 0.03% | 0.03% | 48 | +3,729 | 2.87% | Q1 2026 | Apr 24, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 130,677 | 6,631 | 1.87% | 1.0% | 49 | +60,067 | 85.07% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 128,777 | 6,535 | 0.02% | 0.01% | 50 | +39,170 | 43.71% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | New | 126,230 | 6,406 | 0.15% | — | 51 | +126,230 | New | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 118,860 | 6,032 | 0.09% | 0.09% | 52 | +5,145 | 4.52% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 118,367 | 6,007 | 0.0% | 0.0% | 53 | +61,893 | 109.6% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 115,110 | 5,839 | 0.04% | 0.04% | 54 | +831 | 0.73% | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners LLC | History | New | 115,042 | 5,838 | 0.6% | — | 55 | +115,042 | New | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | New | 115,042 | 5,838 | 0.86% | — | 56 | +115,042 | New | Q1 2026 | May 11, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 111,395 | 5,676 | 1.2% | 0.86% | 57 | +26,045 | 30.52% | Q1 2026 | Apr 13, 2026 |
| Summit Financial, LLC | History | Added to | 108,127 | 5,509 | 0.07% | 0.04% | 58 | +56,974 | 111.38% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 103,750 | 5,265 | 0.25% | 0.24% | 59 | +1,751 | 1.72% | Q1 2026 | May 18, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 100,407 | 5,095 | 3.38% | 2.44% | 60 | +30,091 | 42.79% | Q1 2026 | May 04, 2026 |
| WNY Asset Management, LLC | History | New | 96,736 | 4,909 | 0.51% | — | 61 | +96,736 | New | Q1 2026 | May 22, 2026 |
| Mariner, LLC | History | New | 94,190 | 4,780 | 0.01% | — | 62 | +94,190 | New | Q1 2026 | May 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 83,135 | 4,219 | 1.23% | 1.06% | 63 | +14,213 | 20.62% | Q1 2026 | Apr 30, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 82,139 | 4,168 | 1.33% | 1.27% | 64 | +13,302 | 19.32% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 78,423 | 3,979 | 0.01% | 0.01% | 65 | +3,797 | 5.09% | Q1 2026 | Apr 27, 2026 |
| Advisory Resource Group | History | Added to | 76,730 | 3,894 | 0.67% | 0.68% | 66 | +1,491 | 1.98% | Q1 2026 | May 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 75,617 | 3,837 | 1.28% | 1.27% | 67 | +1,512 | 2.04% | Q1 2026 | May 05, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 74,035 | 3,757 | 1.86% | 0.9% | 68 | +11,358 | 18.12% | Q1 2026 | Apr 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 69,323 | 3,518 | 0.09% | 0.09% | 69 | +2,230 | 3.32% | Q1 2026 | Apr 07, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 67,278 | 3,414 | 1.67% | 2.67% | 70 | -27,054 | -28.68% | Q1 2026 | Apr 27, 2026 |
| Focus Financial Network, Inc. | History | Added to | 64,878 | 3,305 | 0.12% | 0.03% | 71 | +50,250 | 343.52% | Q1 2026 | Apr 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 65,024 | 3,299 | 0.13% | 0.11% | 72 | +7,913 | 13.86% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 64,676 | 3,282 | 0.0% | 0.0% | 73 | +489 | 0.76% | Q1 2026 | May 15, 2026 |
| PCM Encore, LLC | History | Added to | 64,645 | 3,280 | 0.67% | 0.71% | 74 | +219 | 0.34% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 63,488 | 3,222 | 0.21% | 0.21% | 75 | +2,268 | 3.7% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 62,343 | 3,163 | 0.0% | 0.0% | 76 | +12,567 | 25.25% | Q1 2026 | May 05, 2026 |
| Peak Planning Group, LLC | History | Added to | 62,304 | 3,161 | 0.88% | 0.85% | 77 | +3,413 | 5.8% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 60,541 | 3,072 | 0.0% | 0.0% | 78 | +52,269 | 631.88% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 60,507 | 3,070 | 0.06% | 0.0% | 79 | +58,547 | 2987.09% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 57,425 | 2,957 | 0.02% | 0.02% | 80 | +7,829 | 15.79% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 57,256 | 2,925 | 0.17% | 0.16% | 81 | +4,543 | 8.62% | Q1 2026 | Apr 17, 2026 |
| ORG Partners LLC | History | No change | 56,508 | 2,910 | 0.51% | 0.51% | 82 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 53,999 | 2,740 | 0.0% | 0.0% | 83 | +6,085 | 12.7% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 53,300 | 2,704 | 0.0% | — | 84 | +53,300 | New | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 50,821 | 2,579 | 0.1% | 0.09% | 85 | +3,847 | 8.19% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 50,605 | 2,568 | 0.13% | 0.12% | 86 | +5,100 | 11.21% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 49,955 | 2,535 | 0.05% | 0.04% | 87 | +13,827 | 38.27% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 44,277 | 2,280 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 44,752 | 2,271 | 0.02% | 0.02% | 89 | +4,747 | 11.87% | Q1 2026 | Apr 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 42,981 | 2,181 | 0.14% | 0.13% | 90 | +1,884 | 4.58% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 40,313 | 2,045 | 0.01% | 0.01% | 91 | +3,669 | 10.01% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 38,624 | 1,960 | 0.39% | 0.22% | 92 | +18,736 | 94.21% | Q1 2026 | May 01, 2026 |
| Members Trust Co | History | Added to | 35,917 | 1,822 | 0.06% | 0.02% | 93 | +26,800 | 293.96% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Added to | 35,509 | 1,802 | 0.02% | 0.01% | 94 | +9,923 | 38.78% | Q1 2026 | May 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 34,984 | 1,775 | 0.43% | 0.21% | 95 | +18,629 | 113.9% | Q1 2026 | Apr 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 33,926 | 1,721 | 0.01% | 0.0% | 96 | +7,037 | 26.17% | Q1 2026 | Apr 29, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 31,254 | 1,586 | 1.21% | 1.15% | 97 | +4,776 | 18.04% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,982 | 1,522 | 0.0% | 0.0% | 98 | +3,514 | 13.28% | Q1 2026 | Apr 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 29,300 | 1,486 | 0.0% | — | 99 | +29,300 | New | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 28,731 | 1,458 | 0.03% | — | 100 | +28,731 | New | Q1 2026 | May 15, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 28,405 | 1,441 | 0.89% | 0.67% | 101 | +7,640 | 36.79% | Q1 2026 | Apr 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 27,657 | 1,403 | 0.15% | 0.14% | 102 | +720 | 2.67% | Q1 2026 | Apr 15, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 25,895 | 1,326 | 0.15% | 0.2% | 103 | -2,425 | -8.56% | Q1 2026 | May 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 26,059 | 1,322 | 0.91% | 0.88% | 104 | -573 | -2.15% | Q1 2026 | May 07, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 24,918 | 1,264 | 0.66% | 0.72% | 105 | +409 | 1.67% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 20,462 | 1,038 | 0.01% | 0.0% | 106 | +14,643 | 251.64% | Q1 2026 | May 08, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 19,327 | 980 | 0.22% | 0.26% | 107 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,171 | 972 | 0.0% | 0.0% | 108 | +9,027 | 88.99% | Q1 2026 | Apr 30, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 19,017 | 965 | 0.17% | — | 109 | +19,017 | New | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,995 | 913 | 0.01% | 0.01% | 110 | +7,572 | 72.65% | Q1 2026 | Apr 28, 2026 |
| KPP Advisory Services LLC | History | Added to | 17,262 | 876 | 0.13% | 0.13% | 111 | +232 | 1.36% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 16,048 | 814 | 0.05% | 0.05% | 112 | -84 | -0.52% | Q1 2026 | Apr 13, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 15,722 | 798 | 0.57% | 0.38% | 113 | +5,009 | 46.76% | Q1 2026 | May 08, 2026 |
| Leo Wealth, LLC | History | Added to | 15,295 | 776 | 0.06% | 0.05% | 114 | +580 | 3.94% | Q1 2026 | May 05, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 15,271 | 775 | 0.6% | — | 115 | +15,271 | New | Q1 2026 | Apr 28, 2026 |
| Miller Financial Services LLC | History | Added to | 15,014 | 761 | 0.83% | 0.8% | 116 | +1,756 | 13.24% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 14,527 | 737 | 0.0% | 0.0% | 117 | +3,580 | 32.7% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 14,571 | 736 | 0.0% | — | 119 | +14,571 | New | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 14,504 | 736 | 0.39% | 0.34% | 118 | +702 | 5.09% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 14,233 | 722 | 0.01% | 0.01% | 120 | -785 | -5.23% | Q1 2026 | Apr 17, 2026 |
| Diversified Portfolios, Inc. | History | New | 13,800 | 700 | 0.06% | — | 121 | +13,800 | New | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | New | 13,350 | 677 | 0.0% | — | 122 | +13,350 | New | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 13,186 | 669 | 0.01% | 0.01% | 123 | -496 | -3.63% | Q1 2026 | Apr 23, 2026 |
| Strategic Financial Concepts, LLC | History | New | 13,168 | 668 | 0.16% | — | 124 | +13,168 | New | Q1 2026 | May 12, 2026 |
| OneAscent Financial Services LLC | History | Added to | 12,060 | 612 | 0.03% | 0.06% | 125 | +443 | 3.81% | Q1 2026 | Apr 21, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 11,631 | 590 | 0.02% | 0.02% | 126 | +168 | 1.47% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,967 | 556 | 0.02% | 0.02% | 127 | +1,507 | 15.93% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 10,698 | 542 | 0.0% | 0.01% | 128 | +445 | 4.34% | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 10,669 | 541 | 0.12% | 0.18% | 129 | -4,416 | -29.27% | Q1 2026 | Apr 27, 2026 |
| Helium Advisors LLC | History | Reduced | 10,595 | 537 | 0.51% | 0.62% | 130 | -1,373 | -11.47% | Q1 2026 | May 05, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 10,000 | 507 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Reduced | 9,808 | 497 | 0.07% | 2.8% | 132 | -412,997 | -97.68% | Q1 2026 | Apr 22, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 9,779 | 496 | 0.4% | — | 133 | +9,779 | New | Q1 2026 | May 12, 2026 |
| MONECO ADVISORS, LLC | History | New | 8,905 | 451 | 0.03% | — | 134 | +8,905 | New | Q1 2026 | May 07, 2026 |
| Breakwater Capital Group | History | Added to | 8,551 | 433 | 0.06% | 0.06% | 135 | +806 | 10.41% | Q1 2026 | Apr 20, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 8,159 | 415 | 0.07% | 0.06% | 136 | +1,850 | 29.32% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 8,110 | 411 | 0.0% | — | 137 | +8,110 | New | Q1 2026 | May 12, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 6,649 | 337 | 0.06% | 0.06% | 138 | +585 | 9.65% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,613 | 336 | 0.0% | 0.0% | 139 | +2,132 | 47.58% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 6,476 | 328 | 0.01% | 0.0% | 140 | +6,003 | 1269.13% | Q1 2026 | Apr 28, 2026 |
| Centerpoint Advisory Group | History | Added to | 6,320 | 320 | 0.24% | 0.23% | 142 | +510 | 8.78% | Q1 2026 | Apr 29, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 6,313 | 320 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 5,791 | 293 | 0.1% | 0.11% | 143 | -24 | -0.41% | Q1 2026 | Apr 08, 2026 |
| Zhang Financial LLC | History | No change | 5,755 | 292 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,716 | 290 | 0.0% | 0.0% | 145 | +5,324 | 1358.16% | Q1 2026 | Apr 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,122 | 259 | 0.01% | 0.14% | 146 | -126,919 | -96.12% | Q1 2026 | May 14, 2026 |
| TruWealth Advisors, LLC | History | New | 5,090 | 258 | 0.01% | — | 147 | +5,090 | New | Q1 2026 | Apr 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,851 | 246 | 0.0% | — | 148 | +4,851 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,769 | 245 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 4,769 | 242 | 0.0% | — | 150 | +4,769 | New | Q1 2026 | May 12, 2026 |
| Widmann Financial Services, Inc. | History | New | 4,750 | 241 | 0.14% | — | 151 | +4,750 | New | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | New | 4,395 | 223 | 0.0% | — | 152 | +4,395 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 4,093 | 207 | 0.0% | 0.0% | 153 | +1,399 | 51.93% | Q1 2026 | May 15, 2026 |
| Centurion Wealth Management LLC | History | Added to | 4,044 | 205 | 0.05% | 0.05% | 154 | +31 | 0.77% | Q1 2026 | Apr 10, 2026 |
| Empirical Asset Management, LLC | History | Added to | 3,971 | 201 | 0.05% | 0.06% | 155 | +30 | 0.76% | Q1 2026 | May 11, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 3,262 | 165 | 0.16% | 0.13% | 156 | +710 | 27.82% | Q1 2026 | Apr 22, 2026 |
| Clarity Asset Management, Inc. | History | New | 2,980 | 151 | 0.08% | — | 157 | +2,980 | New | Q1 2026 | May 04, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 2,712 | 139 | 0.12% | 0.12% | 158 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,768 | 89 | 0.01% | 0.49% | 159 | -127,914 | -98.64% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,545 | 78 | 0.01% | 0.02% | 160 | -1,943 | -55.71% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,522 | 77 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,375 | 69 | 0.06% | 0.07% | 162 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,137 | 57 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RHL GROUP, LLC | History | Added to | 1,035 | 52 | 0.04% | 0.02% | 164 | +466 | 81.9% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 923 | 46 | 0.02% | — | 165 | +923 | New | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | No change | 800 | 40 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 609 | 30 | 0.0% | 0.0% | 167 | +232 | 61.54% | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 510 | 25 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Advisory Services Network, LLC | History | New | 387 | 19 | 0.0% | — | 169 | +387 | New | Q1 2026 | May 15, 2026 |
| YANKCOM Partnership | History | New | 304 | 15 | 0.01% | — | 170 | +304 | New | Q1 2026 | Apr 20, 2026 |
| Triumph Capital Management | History | No change | 200 | 10 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 183 | 9 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 184 | 9 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | New | 172 | 8 | 0.0% | — | 175 | +172 | New | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 175 | 8 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | New | 66 | 3 | 0.0% | — | 176 | +66 | New | Q1 2026 | May 06, 2026 |
| PITTENGER & ANDERSON INC | History | New | 47 | 2 | 0.0% | — | 177 | +47 | New | Q1 2026 | May 01, 2026 |
| Holos Integrated Wealth LLC | History | New | 31 | 1 | 0.0% | — | 179 | +31 | New | Q1 2026 | Apr 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 34 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -116,921 | -100.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,123 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,990 | -100.0% | Q1 2026 | May 15, 2026 |
| TCI Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,484 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,797 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,584 | -100.0% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,184 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,130 | -100.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -638 | -100.0% | Q1 2026 | May 05, 2026 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.01% | — | -359 | -100.0% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q1 2026 | May 14, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |