Eaton Vance Tax-Managed Global Diversified Equity Income Fund - EXG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 23,488,552 | 203,410 | 0.01% | 0.01% | 1 | -713,722 | -2.95% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,787,391 | 32,798 | 0.01% | 0.01% | 2 | +21,653 | 0.58% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 3,727,445 | 32,279 | 0.0% | 0.01% | 3 | +23,359 | 0.63% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,687,106 | 23,270 | 0.0% | 0.0% | 4 | +11,853 | 0.44% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,221,377 | 19,237 | 0.01% | 0.01% | 5 | +114,502 | 5.43% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,409,083 | 12,202 | 0.0% | 0.0% | 6 | +152,347 | 12.12% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,400,409 | 12,128 | 0.03% | 0.03% | 7 | +57,105 | 4.25% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,380,926 | 11,959 | 0.0% | 0.0% | 8 | -18,478 | -1.32% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,328,786 | 11,507 | 0.19% | 0.2% | 9 | +56,142 | 4.41% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,231,413 | 10,664 | 0.08% | 0.09% | 10 | -64,477 | -4.98% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,197,735 | 10,372 | 0.01% | 0.01% | 11 | +165,177 | 16.0% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,187,151 | 10,280 | 0.02% | 0.02% | 12 | -19,453 | -1.61% | Q1 2026 | May 05, 2026 |
| Karpus Management, Inc. | History | Reduced | 1,178,492 | 10,205 | 0.32% | 0.43% | 13 | -289,345 | -19.71% | Q1 2026 | May 14, 2026 |
| COHEN & STEERS, INC. | History | Added to | 1,049,977 | 9,093 | 0.02% | 0.02% | 14 | +85,000 | 8.81% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 962,825 | 8,338 | 0.0% | 0.0% | 15 | -25,978 | -2.63% | Q1 2026 | May 15, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 843,399 | 8,037 | 1.24% | 1.21% | 16 | -72,934 | -7.96% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 860,149 | 7,448 | 0.01% | 0.01% | 17 | +27,013 | 3.24% | Q1 2026 | May 05, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 741,744 | 6,423 | 0.29% | 0.31% | 18 | +13,051 | 1.79% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 716,046 | 6,200 | 0.0% | 0.0% | 19 | +13,110 | 1.87% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 657,084 | 5,690 | 0.15% | 0.16% | 20 | -5,838 | -0.88% | Q1 2026 | May 14, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 598,534 | 5,183 | 0.54% | 0.6% | 21 | -8,840 | -1.46% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 577,753 | 5,003 | 0.02% | 0.02% | 22 | +115,134 | 24.89% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 559,068 | 4,841 | 0.01% | 0.01% | 23 | +48,429 | 9.48% | Q1 2026 | May 15, 2026 |
| SAM Advisors, LLC | History | Added to | 522,543 | 4,525 | 1.42% | 1.55% | 24 | +9,069 | 1.77% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 499,489 | 4,325 | 0.01% | 0.01% | 25 | +28,360 | 6.02% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 456,013 | 3,949 | 0.0% | 0.0% | 26 | -4,658 | -1.01% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 433,910 | 3,757 | 0.01% | 0.02% | 27 | -8,509 | -1.92% | Q1 2026 | Jun 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 414,184 | 3,586 | 0.12% | 0.14% | 28 | +3,655 | 0.89% | Q1 2026 | Apr 07, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 364,289 | 3,154 | 0.23% | 0.24% | 29 | +3,721 | 1.03% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 355,091 | 3,075 | 0.0% | 0.01% | 30 | -345,259 | -49.3% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 304,861 | 2,640 | 0.01% | 0.01% | 31 | +14,683 | 5.06% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Reduced | 291,998 | 2,528 | 0.0% | 0.0% | 32 | -256 | -0.09% | Q1 2026 | May 15, 2026 |
| Fund Advisors of America Inc/FL | History | Added to | 246,874 | 2,137 | 2.17% | 2.08% | 33 | +8,919 | 3.75% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 212,804 | 2,055 | 0.0% | 0.0% | 34 | +5,028 | 2.42% | Q1 2026 | Apr 27, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 219,290 | 1,899 | 0.18% | 0.21% | 35 | -11,166 | -4.85% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | New | 215,812 | 1,868 | 0.02% | — | 36 | +215,812 | New | Q1 2026 | May 06, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 207,960 | 1,800 | 0.63% | 0.8% | 37 | -57,158 | -21.56% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 205,873 | 1,782 | 0.01% | 0.01% | 38 | +26,151 | 14.55% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 190,837 | 1,652 | 0.02% | — | 39 | +190,837 | New | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 160,890 | 1,533 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 175,228 | 1,517 | 0.0% | 0.0% | 41 | -950 | -0.54% | Q1 2026 | May 08, 2026 |
| Pointe Capital Management LLC | History | Added to | 168,107 | 1,455 | 0.72% | 0.69% | 42 | +22,619 | 15.55% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 165,005 | 1,428 | 0.0% | 0.0% | 43 | -24,550 | -12.95% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 163,929 | 1,419 | 0.0% | 0.0% | 44 | +144,337 | 736.71% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 162,603 | 1,408 | 0.0% | 0.0% | 45 | +161,745 | 18851.4% | Q1 2026 | May 01, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 151,790 | 1,314 | 0.31% | 0.33% | 46 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 146,357 | 1,267 | 0.0% | 0.0% | 47 | +13,716 | 10.34% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 146,055 | 1,264 | 0.0% | 0.0% | 48 | +2,392 | 1.67% | Q1 2026 | May 13, 2026 |
| one8zero8, LLC | History | No change | 139,150 | 1,205 | 0.27% | 0.29% | 49 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 137,430 | 1,190 | 0.02% | 0.02% | 50 | -9,211 | -6.28% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 136,924 | 1,185 | 0.01% | 0.01% | 51 | -1,367 | -0.99% | Q1 2026 | May 08, 2026 |
| Avestar Capital, LLC | History | Reduced | 135,200 | 1,170 | 0.08% | 0.1% | 52 | -20,500 | -13.17% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 125,049 | 1,082 | 0.0% | 0.0% | 53 | -195 | -0.16% | Q1 2026 | May 14, 2026 |
| S Harris Financial Group, LLC | History | Added to | 120,785 | 1,046 | 0.95% | 1.09% | 54 | +1,832 | 1.54% | Q1 2026 | Apr 21, 2026 |
| Clarius Group, LLC | History | No change | 107,906 | 1,028 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Wealth | History | Reduced | 79,950 | 1,014 | 0.0% | 0.0% | 56 | -36,735 | -31.48% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 115,061 | 996 | 0.01% | 0.01% | 57 | +9,025 | 8.51% | Q1 2026 | May 15, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 111,505 | 965 | 0.69% | 0.76% | 58 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 105,086 | 910 | 0.34% | 0.36% | 59 | -956 | -0.9% | Q1 2026 | Apr 08, 2026 |
| Kovack Advisors, Inc. | History | Added to | 102,514 | 907 | 0.05% | 0.04% | 60 | +7,986 | 8.45% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 99,725 | 864 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 95,567 | 827 | 0.0% | 0.01% | 62 | -5,315 | -5.27% | Q1 2026 | May 05, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 95,600 | 827 | 0.13% | 0.14% | 63 | +1,600 | 1.7% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 95,407 | 826 | 0.01% | 0.01% | 64 | +181 | 0.19% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 91,741 | 794 | 0.04% | 0.04% | 65 | -1,621 | -1.74% | Q1 2026 | May 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 90,584 | 784 | 0.0% | — | 66 | +90,584 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 88,517 | 783 | 0.05% | 0.05% | 67 | +8,562 | 10.71% | Q1 2026 | May 01, 2026 |
| Leo Wealth, LLC | History | No change | 88,886 | 769 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 69,506 | 601 | 0.0% | 0.0% | 69 | -1,606 | -2.26% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 67,166 | 581 | 0.0% | — | 70 | +67,166 | New | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 66,025 | 571 | 0.06% | 0.07% | 71 | -200 | -0.3% | Q1 2026 | May 04, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 64,761 | 560 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 64,204 | 556 | 0.0% | 0.0% | 73 | -340 | -0.53% | Q1 2026 | Apr 15, 2026 |
| Diligent Investors, LLC | History | Added to | 62,244 | 539 | 0.13% | 0.14% | 74 | +608 | 0.99% | Q1 2026 | Apr 15, 2026 |
| David J Yvars Group | History | Added to | 62,931 | 532 | 0.3% | 0.32% | 75 | +370 | 0.59% | Q1 2026 | Apr 08, 2026 |
| MGB Wealth Management, LLC | History | No change | 55,822 | 531 | 0.15% | 0.15% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 59,789 | 517 | 0.0% | 0.0% | 77 | -4,050 | -6.34% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 57,632 | 499 | 0.0% | 0.0% | 78 | +879 | 1.55% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 55,115 | 477 | 0.02% | 0.03% | 79 | -4,367 | -7.34% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 53,019 | 469 | 0.0% | 0.01% | 80 | +1,463 | 2.84% | Q1 2026 | Apr 07, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 53,537 | 463 | 0.39% | 0.2% | 81 | +22,651 | 73.34% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 52,993 | 458 | 0.0% | 0.0% | 82 | +4,804 | 9.97% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Reduced | 52,897 | 458 | 0.01% | 0.01% | 83 | -725 | -1.35% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 52,755 | 456 | 0.0% | 0.0% | 84 | +9,298 | 21.4% | Q1 2026 | May 14, 2026 |
| Investmark Advisory Group LLC | History | Added to | 52,737 | 456 | 0.2% | 0.2% | 85 | +2,573 | 5.13% | Q1 2026 | May 15, 2026 |
| JGP Wealth Management, LLC | History | No change | 52,500 | 454 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Dakota Wealth Management | History | Reduced | 52,160 | 451 | 0.01% | 0.01% | 87 | -1,925 | -3.56% | Q1 2026 | May 07, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 51,482 | 446 | 0.01% | 0.02% | 88 | -3,070 | -5.63% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 51,093 | 442 | 0.01% | 0.01% | 89 | -2,556 | -4.76% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 50,746 | 439 | 0.02% | — | 90 | +50,746 | New | Q1 2026 | May 15, 2026 |
| Logan Stone Capital, LLC | History | New | 48,329 | 418 | 0.12% | — | 91 | +48,329 | New | Q1 2026 | May 15, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 47,972 | 415 | 0.15% | 0.14% | 92 | -95 | -0.2% | Q1 2026 | Apr 21, 2026 |
| Compound Planning, Inc. | History | No change | 46,361 | 401 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 46,301 | 400 | 0.0% | 0.0% | 94 | +12,770 | 38.08% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 43,194 | 374 | 0.0% | 0.0% | 95 | -617 | -1.41% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 42,576 | 368 | 0.0% | 0.0% | 96 | -18,910 | -30.75% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 41,604 | 368 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 40,763 | 359 | 0.0% | 0.0% | 98 | -1,097 | -2.62% | Q1 2026 | Apr 08, 2026 |
| Sunpointe, LLC | History | Added to | 40,450 | 350 | 0.11% | 0.12% | 99 | +1,178 | 3.0% | Q1 2026 | Apr 21, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 39,372 | 345 | 0.28% | 0.32% | 100 | +227 | 0.58% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 39,396 | 341 | 0.01% | 0.0% | 101 | +19,218 | 95.24% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 37,825 | 327 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Semus Wealth Partners LLC | History | Added to | 36,941 | 319 | 0.18% | 0.19% | 104 | +774 | 2.14% | Q1 2026 | Apr 24, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 36,924 | 319 | 0.06% | 0.07% | 103 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PMG Family Office LLC | History | Added to | 35,734 | 309 | 0.35% | 0.38% | 105 | +1,243 | 3.6% | Q1 2026 | Apr 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 35,659 | 308 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 34,529 | 299 | 0.03% | 0.04% | 107 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 33,851 | 293 | 0.0% | 0.0% | 108 | +3,596 | 11.89% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 33,726 | 292 | 0.02% | 0.02% | 109 | -1,380 | -3.93% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 32,718 | 283 | 0.0% | 0.02% | 110 | -92,878 | -73.95% | Q1 2026 | Apr 23, 2026 |
| Focus Financial Network, Inc. | History | Added to | 32,769 | 283 | 0.01% | 0.01% | 111 | +448 | 1.39% | Q1 2026 | Apr 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 32,153 | 278 | 0.0% | 0.0% | 112 | -187 | -0.58% | Q1 2026 | May 12, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 32,171 | 278 | 0.02% | 0.03% | 113 | +14 | 0.04% | Q1 2026 | Apr 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 31,613 | 273 | 0.06% | 0.06% | 114 | +1,239 | 4.08% | Q1 2026 | May 13, 2026 |
| LeClair Wealth Partners LLC | History | New | 30,938 | 267 | 0.09% | — | 116 | +30,938 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 30,938 | 267 | 0.09% | 0.07% | 115 | +10,931 | 54.64% | Q1 2026 | May 05, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 30,015 | 259 | 0.13% | 0.12% | 117 | -85 | -0.28% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Added to | 27,182 | 258 | 0.02% | 0.02% | 118 | +159 | 0.59% | Q1 2026 | May 12, 2026 |
| MKT Advisors LLC | History | Reduced | 29,011 | 256 | 0.09% | 0.11% | 119 | -4,100 | -12.38% | Q1 2026 | Apr 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 29,629 | 256 | 0.05% | 0.06% | 120 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 29,493 | 255 | 0.01% | 0.02% | 121 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 29,354 | 254 | 0.01% | 0.01% | 122 | -40,271 | -57.84% | Q1 2026 | Apr 23, 2026 |
| Advisory Advocates, LLC | History | No change | 28,922 | 250 | 0.26% | 0.27% | 123 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 28,678 | 248 | 0.0% | 0.0% | 124 | +3 | 0.01% | Q1 2026 | Apr 24, 2026 |
| HORAN Wealth, LLC | History | No change | 26,122 | 248 | 0.02% | 0.04% | 125 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 28,602 | 247 | 0.02% | 0.02% | 126 | +104 | 0.36% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 28,311 | 245 | 0.0% | 0.0% | 127 | +308 | 1.1% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 28,074 | 243 | 0.09% | 0.1% | 128 | +65 | 0.23% | Q1 2026 | May 08, 2026 |
| Sage Capital Management, LLC | History | No change | 27,431 | 237 | 0.11% | 0.12% | 129 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 27,214 | 235 | 0.0% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mendel Capital Management LLC | History | New | 26,700 | 231 | 0.12% | — | 131 | +26,700 | New | Q1 2026 | Apr 21, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 26,462 | 229 | 0.05% | 0.05% | 132 | +9,262 | 53.85% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | No change | 26,250 | 227 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | No change | 23,729 | 225 | 0.0% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 25,829 | 224 | 0.0% | 0.0% | 135 | -6 | -0.02% | Q1 2026 | May 13, 2026 |
| Z3 Capital Partners, LLC | History | No change | 25,950 | 224 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 23,929 | 207 | 0.01% | 0.01% | 137 | -8,812 | -26.91% | Q1 2026 | May 08, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 23,946 | 207 | 0.21% | 0.17% | 139 | -6,679 | -21.81% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 24,000 | 207 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Successful Portfolios LLC | History | Reduced | 24,794 | 206 | 0.11% | 0.14% | 140 | -3,000 | -10.79% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 23,718 | 205 | 0.0% | 0.0% | 141 | -730 | -2.99% | Q1 2026 | Apr 28, 2026 |
| Marex Group plc | History | New | 22,244 | 192 | 0.0% | — | 142 | +22,244 | New | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 22,102 | 191 | 0.02% | 0.02% | 143 | +3,745 | 20.4% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 21,557 | 186 | 0.01% | 0.01% | 144 | +1 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 21,260 | 184 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 21,200 | 183 | 0.0% | 0.0% | 147 | +8,603 | 68.29% | Q1 2026 | Apr 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 21,190 | 183 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 21,095 | 182 | 0.0% | 0.0% | 148 | +1,171 | 5.88% | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 20,550 | 177 | 0.01% | 0.01% | 150 | +10,275 | 100.0% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 18,599 | 177 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | New | 20,260 | 175 | 0.01% | — | 152 | +20,260 | New | Q1 2026 | May 19, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 18,384 | 175 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 20,133 | 174 | 0.0% | 0.0% | 153 | +1,000 | 5.23% | Q1 2026 | May 13, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 20,051 | 173 | 0.1% | 0.11% | 154 | +653 | 3.37% | Q1 2026 | May 01, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 19,864 | 172 | 0.2% | 0.24% | 156 | -2,856 | -12.57% | Q1 2026 | Apr 21, 2026 |
| Diversified Portfolios, Inc. | History | No change | 19,900 | 172 | 0.01% | 0.02% | 155 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 19,771 | 171 | 0.01% | 0.01% | 157 | +7,805 | 65.23% | Q1 2026 | Apr 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 19,809 | 171 | 0.0% | 0.0% | 158 | -18 | -0.09% | Q1 2026 | Apr 07, 2026 |
| BNB Wealth Management, LLC | History | No change | 19,797 | 171 | 0.11% | 0.12% | 159 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Reduced | 19,402 | 168 | 0.01% | 0.01% | 160 | -5,983 | -23.57% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 19,492 | 168 | 0.01% | 0.01% | 161 | +404 | 2.12% | Q1 2026 | Apr 22, 2026 |
| Venture Visionary Partners LLC | History | No change | 19,300 | 167 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 19,166 | 165 | 0.02% | 0.02% | 163 | -1,200 | -5.89% | Q1 2026 | Apr 15, 2026 |
| MBL Wealth, LLC | History | No change | 19,150 | 165 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Empower Advisory Group, LLC | History | No change | 19,000 | 164 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | No change | 18,801 | 162 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 18,426 | 159 | 0.03% | 0.03% | 167 | +831 | 4.72% | Q1 2026 | May 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 18,220 | 157 | 0.01% | 0.01% | 168 | +1,925 | 11.81% | Q1 2026 | Apr 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 18,101 | 156 | 0.0% | — | 169 | +18,101 | New | Q1 2026 | May 15, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 17,936 | 155 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 17,292 | 149 | 0.0% | 0.0% | 171 | +1,331 | 8.34% | Q1 2026 | May 15, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 17,200 | 148 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 17,054 | 147 | 0.1% | 0.11% | 173 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Harbour Wealth Management Group, Inc. | History | Reduced | 16,895 | 146 | 0.11% | 0.13% | 174 | -493 | -2.84% | Q1 2026 | Apr 17, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 16,780 | 145 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 16,657 | 144 | 0.03% | 0.04% | 176 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,473 | 142 | 0.0% | 0.0% | 177 | +3,118 | 23.35% | Q1 2026 | May 11, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 16,291 | 141 | 0.07% | 0.05% | 178 | -3,844 | -19.09% | Q1 2026 | Apr 20, 2026 |
| Retirement Solution LLC | History | Added to | 16,141 | 139 | 0.03% | 0.03% | 179 | +342 | 2.16% | Q1 2026 | May 11, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 15,937 | 138 | 0.05% | 0.06% | 180 | +335 | 2.15% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | New | 15,926 | 137 | 0.0% | — | 181 | +15,926 | New | Q1 2026 | May 14, 2026 |
| KPP Advisory Services LLC | History | Reduced | 15,725 | 136 | 0.02% | 0.02% | 182 | -1,985 | -11.21% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY TRUST CO | History | No change | 15,377 | 133 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 15,160 | 131 | 0.02% | 0.02% | 184 | +2,751 | 22.17% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 14,713 | 127 | 0.0% | — | 187 | +14,713 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 14,710 | 127 | 0.0% | — | 186 | +14,710 | New | Q1 2026 | May 15, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 14,746 | 127 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 14,469 | 125 | 0.06% | 0.09% | 188 | -4,500 | -23.72% | Q1 2026 | May 15, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 14,371 | 124 | 0.01% | 0.02% | 190 | -2,056 | -12.52% | Q1 2026 | May 05, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 14,350 | 124 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 14,233 | 123 | 0.0% | 0.0% | 191 | +2,500 | 21.31% | Q1 2026 | May 14, 2026 |
| VSM Wealth Advisory, LLC | History | New | 13,997 | 121 | 0.04% | — | 194 | +13,997 | New | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,013 | 121 | 0.0% | 0.0% | 192 | -350 | -2.44% | Q1 2026 | Apr 07, 2026 |
| Catalina Capital Group, LLC | History | No change | 14,050 | 121 | 0.07% | 0.08% | 193 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 13,961 | 120 | 0.01% | 0.01% | 195 | +225 | 1.64% | Q1 2026 | May 15, 2026 |
| Herold Advisors, Inc. | History | No change | 13,677 | 118 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 13,500 | 116 | 0.01% | 0.01% | 197 | +800 | 6.3% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | New | 13,107 | 113 | 0.0% | — | 198 | +13,107 | New | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 12,925 | 111 | 0.0% | 0.0% | 199 | +10,679 | 475.47% | Q1 2026 | May 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 12,475 | 110 | 0.0% | 0.0% | 200 | +393 | 3.25% | Q1 2026 | May 14, 2026 |
| Investment Management Trust, LLC | History | New | 12,629 | 109 | 0.11% | — | 202 | +12,629 | New | Q1 2026 | Apr 24, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,698 | 109 | 0.0% | 0.0% | 201 | +32 | 0.25% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 12,256 | 106 | 0.0% | 0.0% | 203 | +59 | 0.48% | Q1 2026 | Apr 27, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 12,122 | 104 | 0.02% | 0.02% | 204 | -480 | -3.81% | Q1 2026 | Apr 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 12,108 | 104 | 0.0% | 0.01% | 205 | +43 | 0.36% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,925 | 103 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 11,717 | 101 | 0.03% | 0.04% | 207 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 11,525 | 99 | 0.0% | 0.0% | 210 | -1,683 | -12.74% | Q1 2026 | May 13, 2026 |
| WELCH & FORBES LLC | History | No change | 11,500 | 99 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Blue Chip Partners, LLC | History | No change | 11,486 | 99 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 11,500 | 99 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WealthSpring Partners, LLC | History | No change | 11,545 | 99 | 0.09% | 0.11% | 212 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 11,184 | 96 | 0.06% | 0.07% | 213 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 10,860 | 94 | 0.01% | 0.01% | 215 | +289 | 2.73% | Q1 2026 | Apr 23, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 10,906 | 94 | 0.01% | 0.01% | 214 | +231 | 2.16% | Q1 2026 | May 14, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 10,683 | 92 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Princeton Global Asset Management LLC | History | No change | 10,526 | 91 | 0.01% | 0.02% | 217 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Destiny Wealth Partners, LLC | History | New | 10,493 | 90 | 0.01% | — | 218 | +10,493 | New | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,066 | 87 | 0.0% | 0.0% | 219 | +49 | 0.49% | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | No change | 10,000 | 86 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8,920 | 85 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 9,298 | 80 | 0.0% | 0.0% | 222 | -4 | -0.04% | Q1 2026 | May 11, 2026 |
| PFS Partners, LLC | History | Added to | 9,188 | 79 | 0.04% | 0.04% | 224 | +194 | 2.16% | Q1 2026 | Apr 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 9,218 | 79 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9,000 | 77 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 8,754 | 75 | 0.01% | 0.01% | 227 | +131 | 1.52% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | No change | 8,750 | 75 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Activest Wealth Management | History | No change | 8,158 | 70 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Gen-Wealth Partners Inc | History | No change | 7,800 | 67 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caldwell Trust Co | History | No change | 6,749 | 58 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,500 | 56 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 6,390 | 55 | 0.03% | 0.04% | 232 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 5,430 | 47 | 0.01% | 0.01% | 233 | +90 | 1.69% | Q1 2026 | May 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,000 | 46 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 5,301 | 45 | 0.0% | 0.0% | 236 | +4,314 | 437.08% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 5,265 | 45 | 0.0% | 0.0% | 235 | +3,650 | 226.01% | Q1 2026 | May 15, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 5,000 | 43 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BankPlus Trust Department | History | No change | 5,000 | 43 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 4,727 | 40 | 0.0% | 0.01% | 239 | +99 | 2.14% | Q1 2026 | Apr 17, 2026 |
| Bogart Wealth, LLC | History | No change | 4,538 | 39 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BARRETT & COMPANY, INC. | History | New | 4,350 | 37 | 0.01% | — | 241 | +4,350 | New | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,037 | 34 | 0.0% | 0.0% | 242 | -5,931 | -59.5% | Q1 2026 | Jun 02, 2026 |
| Advisory Services Network, LLC | History | New | 3,831 | 33 | 0.0% | — | 243 | +3,831 | New | Q1 2026 | May 15, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 3,675 | 31 | 0.02% | — | 245 | +3,675 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,622 | 31 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,350 | 29 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EASTERN BANK | History | No change | 3,206 | 27 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 2,845 | 26 | 0.0% | 0.0% | 248 | +80 | 2.89% | Q1 2026 | May 06, 2026 |
| BOKF, NA | History | No change | 2,900 | 25 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Colonial Trust Co / SC | History | New | 2,796 | 24 | 0.0% | — | 251 | +2,796 | New | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2,828 | 24 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LRI Investments, LLC | History | No change | 2,734 | 23 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bollard Group LLC | History | New | 2,520 | 22 | 0.0% | — | 255 | +2,520 | New | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 2,648 | 22 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| American Capital Advisory, LLC | History | No change | 2,650 | 22 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CX Institutional | History | Reduced | 2,460 | 21 | 0.0% | 0.0% | 258 | -360 | -12.77% | Q1 2026 | Apr 06, 2026 |
| US BANCORP \DE\ | History | No change | 2,470 | 21 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,500 | 21 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 2,188 | 19 | 0.0% | — | 259 | +2,188 | New | Q1 2026 | May 01, 2026 |
| CITY HOLDING CO | History | Reduced | 2,000 | 17 | 0.0% | 0.0% | 261 | -2,000 | -50.0% | Q1 2026 | Apr 15, 2026 |
| CENTRAL TRUST Co | History | No change | 2,000 | 17 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Towne Trust Company, N.A | History | No change | 1,998 | 17 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,875 | 17 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1,872 | 16 | 0.0% | 0.01% | 265 | -1,758 | -48.43% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,953 | 16 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | No change | 1,799 | 15 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clark Wealth Partners | History | New | 1,500 | 12 | 0.01% | — | 271 | +1,500 | New | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 1,480 | 12 | 0.0% | 0.0% | 267 | -103 | -6.51% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,465 | 12 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,500 | 12 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WPG Advisers, LLC | History | No change | 1,500 | 12 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AdvisorNet Financial, Inc | History | New | 1,329 | 11 | 0.0% | — | 272 | +1,329 | New | Q1 2026 | Apr 17, 2026 |
| Axiom Investment Management LLC | History | New | 1,275 | 11 | 0.01% | — | 273 | +1,275 | New | Q1 2026 | May 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,135 | 9 | 0.0% | — | 275 | +1,135 | New | Q1 2026 | May 15, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 1,130 | 9 | 0.01% | 0.01% | 274 | +24 | 2.17% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,000 | 8 | 0.0% | 0.0% | 276 | -700 | -41.18% | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 953 | 8 | 0.0% | 0.0% | 278 | -312 | -24.66% | Q1 2026 | Apr 06, 2026 |
| Avion Wealth | History | No change | 1,000 | 8 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 841 | 7 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Salomon & Ludwin, LLC | History | No change | 805 | 7 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 900 | 7 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | Added to | 800 | 6 | 0.0% | 0.0% | 282 | +790 | 7900.0% | Q1 2026 | Apr 28, 2026 |
| POM Investment Strategies, LLC | History | New | 750 | 6 | 0.01% | — | 283 | +750 | New | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 578 | 5 | 0.0% | — | 285 | +578 | New | Q1 2026 | May 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 680 | 5 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 555 | 4 | 0.0% | 0.0% | 287 | +330 | 146.67% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 500 | 4 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 362 | 3 | 0.0% | — | 292 | +362 | New | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 385 | 3 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 429 | 3 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 349 | 3 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ORG Partners LLC | History | No change | 390 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 310 | 2 | 0.0% | — | 297 | +310 | New | Q1 2026 | Apr 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 273 | 2 | 0.0% | 0.0% | 293 | +114 | 71.7% | Q1 2026 | May 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 296 | 2 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 250 | 2 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 300 | 2 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tidemark, LLC | History | Added to | 218 | 1 | 0.0% | 0.0% | 298 | +18 | 9.0% | Q1 2026 | May 07, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -802,308 | -100.0% | Q1 2026 | May 11, 2026 |
| 1607 Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -129,714 | -100.0% | Q1 2026 | May 15, 2026 |