Fidelity Wise Origin Bitcoin Fund - FBTC
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.
Showing first 300 of
753 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Reduced | 2,761,074 | 162,986 | 0.02% | 0.06% | 1 | -2,800,697 | -50.36% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 2,760,223 | 162,935 | 0.07% | 0.23% | 2 | -4,532,907 | -62.15% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 2,530,236 | 149,359 | 1.05% | 0.79% | 3 | +180,300 | 7.67% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,682,942 | 99,344 | 0.01% | 0.02% | 4 | -62,701 | -3.59% | Q1 2026 | May 15, 2026 |
| Almitas Capital LLC | History | No change | 1,536,637 | 90,707 | 20.5% | 25.79% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 1,280,931 | 75,613 | 1.12% | 1.48% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,226,500 | 72,400 | 0.01% | 0.01% | 7 | -14,563 | -1.17% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 1,086,081 | 64,111 | 0.14% | — | 8 | +1,086,081 | New | Q1 2026 | May 15, 2026 |
| ParaFi Capital LP | History | Reduced | 1,050,000 | 61,981 | 13.41% | 23.19% | 9 | -40,000 | -3.67% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | No change | 958,200 | 56,562 | 0.12% | 0.14% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 852,949 | 50,349 | 0.0% | 0.0% | 11 | +160,263 | 23.14% | Q1 2026 | May 15, 2026 |
| Pine Ridge Advisers LLC | History | No change | 834,367 | 49,252 | 3.03% | 3.79% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 834,367 | 49,252 | 4.5% | 5.5% | 13 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 696,200 | 41,096 | 0.99% | 2.13% | 14 | -470,600 | -40.33% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 627,534 | 37,043 | 0.04% | 0.05% | 15 | +29,073 | 4.86% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 609,080 | 35,953 | 0.01% | 0.01% | 16 | +74,955 | 14.03% | Q1 2026 | May 04, 2026 |
| United Capital Management of KS, Inc. | History | Added to | 563,747 | 33,277 | 5.04% | 5.96% | 17 | +5,427 | 0.97% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 498,524 | 29,427 | 0.13% | 0.16% | 18 | +9,413 | 1.92% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 452,375 | 26,703 | 0.81% | 1.2% | 19 | +22,872 | 5.33% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 445,303 | 26,286 | 1.81% | 2.25% | 20 | -2,902 | -0.65% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 426,555 | 25,179 | 0.0% | 0.0% | 21 | -43,085 | -9.17% | Q1 2026 | May 15, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Added to | 414,725 | 24,481 | 9.43% | 9.02% | 22 | +105,052 | 33.92% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 407,064 | 24,029 | 0.03% | 0.03% | 23 | +92,543 | 29.42% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 386,012 | 22,786 | 0.02% | 0.03% | 24 | +4,411 | 1.16% | Q1 2026 | May 05, 2026 |
| Patient Capital Management, LLC | History | Reduced | 353,831 | 20,886 | 0.76% | 2.3% | 25 | -427,864 | -54.74% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 302,229 | 17,840 | 4.34% | 5.59% | 26 | +3,903 | 1.31% | Q1 2026 | Apr 08, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 298,606 | 17,626 | 1.54% | 1.78% | 27 | +21,407 | 7.72% | Q1 2026 | Apr 24, 2026 |
| Ovata Capital Management Ltd | History | No change | 295,558 | 17,457 | 2.44% | 2.73% | 28 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 293,833 | 17,344 | 0.0% | 0.0% | 29 | +3,186 | 1.1% | Q1 2026 | May 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 256,315 | 15,130 | 1.12% | 1.44% | 30 | -898 | -0.35% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 226,169 | 14,861 | 0.26% | 0.01% | 31 | +222,552 | 6152.94% | Q1 2026 | May 01, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 250,799 | 14,804 | 1.41% | 1.6% | 32 | +29,786 | 13.48% | Q1 2026 | Apr 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 237,000 | 13,994 | 0.01% | 0.01% | 33 | +50,992 | 27.41% | Q1 2026 | May 15, 2026 |
| Claar Advisors LLC | History | Added to | 236,248 | 13,945 | 4.73% | 2.57% | 34 | +120,767 | 104.58% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Reduced | 218,078 | 12,873 | 0.45% | 1.37% | 35 | -303,851 | -58.22% | Q1 2026 | May 12, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 212,416 | 12,538 | 12.89% | 17.46% | 36 | +3,991 | 1.91% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 193,072 | 11,397 | 0.04% | 0.06% | 37 | +14,825 | 8.32% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 187,793 | 11,085 | 0.02% | 0.02% | 38 | -3,727 | -1.95% | Q1 2026 | Apr 27, 2026 |
| Walleye Trading LLC | History | Reduced | 185,815 | 10,968 | 0.02% | 0.02% | 39 | -28,940 | -13.48% | Q1 2026 | May 08, 2026 |
| COURAGE CAPITAL MANAGEMENT LLC | History | No change | 170,865 | 10,086 | 14.28% | 18.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 164,297 | 9,698 | 1.79% | 1.65% | 41 | +45,376 | 38.16% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 162,459 | 9,590 | 0.02% | 0.04% | 42 | -21,824 | -11.84% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 160,984 | 9,502 | 0.01% | 0.01% | 43 | +9,324 | 6.15% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 158,610 | 9,362 | 0.04% | 0.01% | 44 | +140,533 | 777.41% | Q1 2026 | Apr 24, 2026 |
| Berman McAleer LLC | History | Added to | 157,241 | 9,281 | 1.27% | 1.03% | 45 | +58,297 | 58.92% | Q1 2026 | Apr 17, 2026 |
| Parcion Private Wealth LLC | History | Added to | 150,243 | 8,868 | 0.55% | 0.68% | 46 | +3,550 | 2.42% | Q1 2026 | Apr 22, 2026 |
| Citrine Capital LLC | History | Added to | 138,176 | 8,156 | 3.54% | 4.25% | 47 | +18,103 | 15.08% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 137,590 | 8,121 | 0.01% | 0.01% | 48 | +52,634 | 61.95% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Reduced | 136,991 | 8,086 | 0.05% | 0.12% | 49 | -111,682 | -44.91% | Q1 2026 | May 13, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Added to | 135,225 | 7,982 | 2.22% | 1.46% | 50 | +60,468 | 80.89% | Q1 2026 | Apr 13, 2026 |
| Arkos Global Advisors | History | Added to | 134,855 | 7,960 | 1.0% | 0.96% | 51 | +35,756 | 36.08% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 124,621 | 7,356 | 0.06% | 0.07% | 52 | +20,399 | 19.57% | Q1 2026 | Apr 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 118,559 | 6,998 | 0.04% | 0.02% | 53 | +70,982 | 149.19% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 118,427 | 6,990 | 0.02% | 0.01% | 54 | +68,624 | 137.79% | Q1 2026 | May 13, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 118,105 | 6,971 | 2.43% | 3.0% | 55 | +9,627 | 8.87% | Q1 2026 | Apr 21, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 117,771 | 6,952 | 5.15% | 7.93% | 56 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 116,224 | 6,860 | 0.03% | 0.03% | 57 | -6,636 | -5.4% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 111,984 | 6,610 | 0.31% | 0.42% | 58 | -1,681 | -1.48% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 107,075 | 6,320 | 0.02% | 0.02% | 59 | +6,563 | 6.53% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 103,637 | 6,117 | 0.02% | 0.02% | 60 | +6,072 | 6.22% | Q1 2026 | May 14, 2026 |
| Wealth Quarterback LLC | History | Added to | 103,605 | 6,115 | 2.41% | 0.32% | 61 | +92,000 | 792.76% | Q1 2026 | Apr 09, 2026 |
| Allegheny Financial Group | History | Reduced | 102,632 | 6,058 | 0.82% | 1.16% | 62 | -48 | -0.05% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 100,203 | 5,914 | 0.07% | 0.1% | 63 | -3,389 | -3.27% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Reduced | 97,917 | 5,868 | 0.01% | 0.01% | 64 | -743 | -0.75% | Q1 2026 | May 14, 2026 |
| SevenBridge Financial Group, LLC | History | Added to | 85,331 | 5,861 | 0.92% | 0.92% | 65 | +10,188 | 13.56% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 97,369 | 5,747 | 0.05% | 0.05% | 66 | +12,804 | 15.14% | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 95,644 | 5,645 | 0.07% | 0.08% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LIBRA WEALTH LLC | History | Added to | 93,717 | 5,532 | 1.56% | 1.65% | 68 | +16,229 | 20.94% | Q1 2026 | Apr 28, 2026 |
| Elequin Capital, LP | History | Added to | 93,700 | 5,531 | 0.46% | 0.05% | 70 | +85,700 | 1071.25% | Q1 2026 | May 11, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 95,549 | 5,531 | 0.32% | 0.39% | 69 | +38 | 0.04% | Q1 2026 | May 14, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Reduced | 84,338 | 4,978 | 3.57% | 8.35% | 71 | -80,308 | -48.78% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 81,417 | 4,806 | 0.06% | 0.08% | 72 | +3,326 | 4.26% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 81,086 | 4,732 | 0.01% | 0.02% | 73 | -59,795 | -42.44% | Q1 2026 | Apr 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 80,117 | 4,729 | 0.15% | 0.25% | 74 | -22,374 | -21.83% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 78,143 | 4,612 | 0.05% | 0.02% | 75 | +50,553 | 183.23% | Q1 2026 | Apr 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 77,933 | 4,600 | 0.1% | 0.12% | 76 | +6,292 | 8.78% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 76,980 | 4,544 | 0.0% | 0.0% | 77 | -11,248 | -12.75% | Q1 2026 | May 13, 2026 |
| Strategic Financial Planning, Inc. | History | New | 20,979 | 4,317 | 2.53% | — | 78 | +20,979 | New | Q1 2026 | May 14, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 71,748 | 4,235 | 1.39% | 1.46% | 79 | +508 | 0.71% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 71,686 | 4,231 | 0.0% | 0.0% | 80 | +63,882 | 818.58% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 70,689 | 4,172 | 0.0% | — | 81 | +70,689 | New | Q1 2026 | May 14, 2026 |
| MAD RIVER INVESTORS | History | Reduced | 70,339 | 4,152 | 1.49% | 2.46% | 82 | -520 | -0.73% | Q1 2026 | Apr 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 66,251 | 3,910 | 0.27% | 0.35% | 83 | +462 | 0.7% | Q1 2026 | May 14, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 65,379 | 3,859 | 0.85% | 0.94% | 84 | +6,202 | 10.48% | Q1 2026 | Apr 29, 2026 |
| PYA Waltman Capital, LLC | History | Added to | 65,238 | 3,851 | 1.07% | 1.21% | 85 | +6,064 | 10.25% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 92,945 | 3,634 | 0.01% | 0.01% | 86 | +2,129 | 2.34% | Q1 2026 | May 15, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 61,488 | 3,629 | 2.12% | 2.54% | 87 | +2,412 | 4.08% | Q1 2026 | May 14, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 56,511 | 3,611 | 0.99% | 1.04% | 88 | +12,921 | 29.64% | Q1 2026 | Apr 16, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 60,909 | 3,595 | 2.33% | 2.64% | 89 | +4,709 | 8.38% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 60,267 | 3,557 | 0.05% | 0.06% | 90 | +3,381 | 5.94% | Q1 2026 | May 15, 2026 |
| Smart Money Group LLC | History | Added to | 59,860 | 3,533 | 1.03% | 1.31% | 91 | +1,122 | 1.91% | Q1 2026 | May 05, 2026 |
| Avenir Tech Ltd | History | Reduced | 58,616 | 3,460 | 0.44% | 0.41% | 92 | -2 | -0.0% | Q1 2026 | May 15, 2026 |
| Cambridge Advisors Inc. | History | Added to | 58,528 | 3,454 | 0.67% | 0.82% | 93 | +1,907 | 3.37% | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Added to | 58,333 | 3,443 | 0.01% | 0.01% | 94 | +11,337 | 24.12% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 57,466 | 3,411 | 0.03% | 0.03% | 95 | +21,483 | 59.7% | Q1 2026 | Apr 07, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 57,121 | 3,371 | 0.64% | 0.64% | 96 | +13,547 | 31.09% | Q1 2026 | May 07, 2026 |
| SFMG, LLC | History | Added to | 56,915 | 3,359 | 0.23% | 0.25% | 97 | +7,362 | 14.86% | Q1 2026 | May 12, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 52,922 | 3,300 | 2.69% | 3.41% | 98 | +613 | 1.17% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Reduced | 55,435 | 3,272 | 0.04% | 0.05% | 99 | -3,499 | -5.94% | Q1 2026 | Apr 16, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 55,386 | 3,269 | 1.47% | 1.56% | 100 | +7,796 | 16.38% | Q1 2026 | Apr 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 55,100 | 3,252 | 0.01% | 0.01% | 101 | +10,200 | 22.72% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 42,620 | 3,248 | 0.2% | 0.2% | 102 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 54,686 | 3,228 | 0.11% | 0.14% | 103 | +640 | 1.18% | Q1 2026 | Apr 22, 2026 |
| Militia Capital Partners, LP | History | No change | 42,300 | 3,224 | 1.22% | 1.22% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 54,170 | 3,197 | 0.04% | 0.03% | 105 | +16,829 | 45.07% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 53,353 | 3,149 | 0.04% | 0.05% | 106 | +3,674 | 7.4% | Q1 2026 | May 12, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 53,019 | 3,129 | 2.86% | 3.44% | 107 | +1,280 | 2.47% | Q1 2026 | Apr 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 52,655 | 3,108 | 0.24% | 0.3% | 108 | +1,004 | 1.94% | Q1 2026 | Apr 08, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 50,522 | 3,067 | 1.63% | 1.59% | 109 | +16,216 | 47.27% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 51,408 | 3,034 | 0.01% | 0.02% | 110 | +4,872 | 10.47% | Q1 2026 | May 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Reduced | 50,852 | 3,001 | 0.42% | 0.59% | 111 | -3,656 | -6.71% | Q1 2026 | Apr 21, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 50,766 | 2,996 | 0.66% | 0.74% | 112 | +11,331 | 28.73% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Added to | 50,494 | 2,980 | 0.17% | 0.2% | 113 | +3,700 | 7.91% | Q1 2026 | May 04, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 43,284 | 2,800 | 1.17% | 1.21% | 114 | -2,577 | -5.62% | Q1 2026 | Apr 15, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 42,532 | 2,779 | 0.17% | 0.24% | 115 | -6,133 | -12.6% | Q1 2026 | Apr 20, 2026 |
| INTERCAPITAL, LLC | History | New | 47,000 | 2,774 | 0.93% | — | 116 | +47,000 | New | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 45,206 | 2,668 | 0.38% | 0.24% | 117 | +25,585 | 130.4% | Q1 2026 | May 08, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 44,459 | 2,624 | 0.36% | 0.67% | 118 | -19,981 | -31.01% | Q1 2026 | Apr 22, 2026 |
| Haven Private, LLC | History | Added to | 44,367 | 2,618 | 1.14% | 1.4% | 119 | +2,465 | 5.88% | Q1 2026 | May 05, 2026 |
| Sepio Capital, LP | History | Added to | 44,156 | 2,606 | 0.14% | 0.18% | 120 | +112 | 0.25% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 33,549 | 2,557 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 43,250 | 2,553 | 0.64% | 0.84% | 122 | +3,024 | 7.52% | Q1 2026 | Apr 29, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 43,201 | 2,550 | 0.06% | 0.07% | 123 | +436 | 1.02% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,870 | 2,505 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 42,426 | 2,504 | 0.06% | 0.06% | 125 | +5,502 | 14.9% | Q1 2026 | May 08, 2026 |
| Lansing Street Advisors | History | Added to | 41,541 | 2,452 | 0.62% | 0.81% | 126 | +166 | 0.4% | Q1 2026 | Apr 28, 2026 |
| Bayshore Capital Advisors, LLC | History | Reduced | 41,173 | 2,430 | 1.03% | 6.26% | 127 | -123,175 | -74.95% | Q1 2026 | Apr 14, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 40,842 | 2,410 | 1.3% | 1.67% | 128 | +559 | 1.39% | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | No change | 40,174 | 2,371 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 40,063 | 2,364 | 0.78% | 0.99% | 130 | -41 | -0.1% | Q1 2026 | Apr 22, 2026 |
| Gem Investment Advisors, LLC | History | Added to | 40,000 | 2,361 | 2.32% | 2.08% | 131 | +11,156 | 38.68% | Q1 2026 | May 14, 2026 |
| Ninepoint Partners LP | History | No change | 30,800 | 2,347 | 0.26% | 0.26% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 37,692 | 2,224 | 0.07% | 0.09% | 133 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SMART Wealth LLC | History | Added to | 37,487 | 2,212 | 0.65% | 0.85% | 134 | +929 | 2.54% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 37,247 | 2,198 | 0.0% | 0.0% | 135 | +3,654 | 10.88% | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | Added to | 37,024 | 2,185 | 0.54% | 0.67% | 136 | +1,452 | 4.08% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 35,835 | 2,114 | 0.0% | 0.01% | 137 | -63,100 | -63.78% | Q1 2026 | May 14, 2026 |
| Modus Advisors, LLC | History | Reduced | 35,334 | 2,085 | 0.57% | 1.01% | 138 | -14,837 | -29.57% | Q1 2026 | May 04, 2026 |
| IPG Investment Advisors LLC | History | New | 35,260 | 2,081 | 0.36% | — | 139 | +35,260 | New | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 34,850 | 2,057 | 0.02% | 0.03% | 140 | -46 | -0.13% | Q1 2026 | Apr 20, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 33,857 | 1,998 | 0.36% | 0.4% | 141 | +882 | 2.67% | Q1 2026 | Apr 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 33,375 | 1,970 | 0.04% | 0.04% | 142 | +4,055 | 13.83% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 32,564 | 1,922 | 0.0% | 0.0% | 143 | +2,257 | 7.45% | Q1 2026 | May 15, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 32,204 | 1,901 | 0.85% | 1.2% | 144 | +2,248 | 7.5% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Added to | 31,984 | 1,888 | 0.05% | 0.08% | 145 | +263 | 0.83% | Q1 2026 | Apr 09, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 31,660 | 1,868 | 0.21% | 0.18% | 146 | +11,213 | 54.84% | Q1 2026 | May 01, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 31,620 | 1,866 | 1.0% | 1.13% | 147 | +3,764 | 13.51% | Q1 2026 | May 14, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 31,236 | 1,843 | 0.29% | 0.19% | 148 | +15,114 | 93.75% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | New | 31,217 | 1,842 | 0.0% | — | 149 | +31,217 | New | Q1 2026 | May 05, 2026 |
| CRA Financial Services, LLC | History | Added to | 31,155 | 1,839 | 0.24% | 0.28% | 150 | +2,650 | 9.3% | Q1 2026 | Apr 09, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 30,956 | 1,827 | 0.14% | 0.14% | 151 | +8,064 | 35.23% | Q1 2026 | May 15, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 30,717 | 1,813 | 0.18% | 0.14% | 152 | +12,866 | 72.07% | Q1 2026 | May 15, 2026 |
| Guild Investment Management, Inc. | History | Added to | 30,351 | 1,791 | 1.28% | 1.6% | 153 | +2,102 | 7.44% | Q1 2026 | Apr 20, 2026 |
| Financial Designs Corp | History | Reduced | 30,209 | 1,783 | 0.99% | 1.34% | 154 | -739 | -2.39% | Q1 2026 | Apr 16, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 29,935 | 1,767 | 0.84% | 1.23% | 155 | -13,300 | -30.76% | Q1 2026 | May 01, 2026 |
| Firestone Capital Management | History | Reduced | 29,658 | 1,750 | 0.36% | 0.55% | 156 | -4,371 | -12.84% | Q1 2026 | May 08, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 29,223 | 1,725 | 0.1% | 0.13% | 157 | +1,844 | 6.74% | Q1 2026 | Apr 29, 2026 |
| Abound Wealth Management | History | Reduced | 29,071 | 1,716 | 0.39% | 0.55% | 158 | -1,489 | -4.87% | Q1 2026 | Apr 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 28,996 | 1,711 | 0.0% | 0.0% | 159 | -595 | -2.01% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 28,809 | 1,700 | 0.01% | 0.03% | 160 | -2,517 | -8.03% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 28,701 | 1,694 | 0.0% | 0.0% | 161 | +4,120 | 16.76% | Q1 2026 | May 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 28,623 | 1,689 | 0.01% | — | 162 | +28,623 | New | Q1 2026 | May 01, 2026 |
| VISTA FINANCE, LLC | History | Added to | 27,988 | 1,652 | 1.31% | 1.32% | 163 | +1,742 | 6.64% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 27,872 | 1,645 | 0.0% | 0.0% | 164 | +2,867 | 11.47% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Added to | 27,799 | 1,640 | 0.29% | 0.01% | 165 | +27,356 | 6175.17% | Q1 2026 | Apr 15, 2026 |
| Jump Financial, LLC | History | Added to | 27,359 | 1,615 | 0.02% | 0.01% | 166 | +19,261 | 237.85% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | New | 27,313 | 1,612 | 0.02% | — | 167 | +27,313 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 27,287 | 1,610 | 0.02% | 0.03% | 168 | -618 | -2.21% | Q1 2026 | May 15, 2026 |
| Permian Investment Partners, LP | History | Reduced | 27,000 | 1,593 | 0.18% | 0.52% | 169 | -33,000 | -55.0% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 26,777 | 1,580 | 0.01% | 0.01% | 170 | +10,548 | 64.99% | Q1 2026 | May 15, 2026 |
| Cane Capital Partners, LLC | History | Added to | 26,770 | 1,580 | 0.69% | 0.69% | 171 | +3,762 | 16.35% | Q1 2026 | Apr 24, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 26,550 | 1,567 | 0.11% | 0.01% | 172 | +23,925 | 911.43% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 26,427 | 1,559 | 0.01% | 0.01% | 173 | -239 | -0.9% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 26,164 | 1,544 | 0.01% | 0.0% | 174 | +17,799 | 212.78% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 25,442 | 1,501 | 0.01% | 0.02% | 175 | -8,312 | -24.63% | Q1 2026 | Apr 15, 2026 |
| Principle Wealth Partners LLC | History | Added to | 25,343 | 1,496 | 0.09% | 0.1% | 176 | +2,164 | 9.34% | Q1 2026 | May 07, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 25,300 | 1,493 | 0.03% | 0.02% | 177 | +12,060 | 91.09% | Q1 2026 | May 14, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 25,205 | 1,487 | 0.24% | 0.37% | 178 | -6,370 | -20.17% | Q1 2026 | Apr 24, 2026 |
| Financial Partners Group, Inc | History | Reduced | 25,005 | 1,476 | 0.18% | 0.22% | 179 | -798 | -3.09% | Q1 2026 | Apr 10, 2026 |
| Abundance Wealth Counselors | History | Reduced | 24,869 | 1,468 | 0.21% | 0.36% | 180 | -2,768 | -10.02% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Added to | 24,852 | 1,467 | 0.02% | 0.02% | 181 | +7,723 | 45.09% | Q1 2026 | May 12, 2026 |
| Peloton Wealth Strategists | History | Added to | 24,571 | 1,450 | 0.59% | 0.33% | 182 | +13,504 | 122.02% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 24,558 | 1,449 | 0.01% | 0.02% | 183 | +124 | 0.51% | Q1 2026 | May 06, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 24,540 | 1,448 | 0.15% | 0.18% | 184 | +1,049 | 4.47% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 24,498 | 1,446 | 0.0% | — | 185 | +24,498 | New | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 24,193 | 1,427 | 0.11% | 0.1% | 186 | +2,746 | 12.8% | Q1 2026 | May 20, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 23,827 | 1,406 | 0.06% | 0.07% | 187 | +120 | 0.51% | Q1 2026 | May 14, 2026 |
| Objective Capital Management, LLC | History | No change | 23,436 | 1,383 | 1.39% | 1.82% | 188 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 23,364 | 1,379 | 0.01% | 0.01% | 189 | +2,411 | 11.51% | Q1 2026 | May 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 23,334 | 1,377 | 0.09% | 0.1% | 190 | +7,147 | 44.15% | Q1 2026 | Apr 17, 2026 |
| Alchemi Wealth, LLC | History | Added to | 23,024 | 1,359 | 0.75% | 0.76% | 191 | +4,717 | 25.77% | Q1 2026 | May 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 22,946 | 1,354 | 0.02% | 0.02% | 192 | +17 | 0.07% | Q1 2026 | May 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 22,524 | 1,329 | 0.04% | 0.15% | 193 | -37,833 | -62.68% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 22,436 | 1,324 | 0.01% | 0.01% | 194 | +4,663 | 26.24% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 22,397 | 1,322 | 0.03% | 0.04% | 195 | +2,476 | 12.43% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 22,320 | 1,317 | 0.01% | 0.0% | 196 | +18,706 | 517.6% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 22,139 | 1,306 | 0.02% | 0.02% | 197 | +6,439 | 41.01% | Q1 2026 | Apr 27, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 22,010 | 1,299 | 0.8% | 0.78% | 199 | +5,688 | 34.85% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 17,049 | 1,299 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ShoreHaven Wealth Partners, LLC | History | New | 21,934 | 1,294 | 0.46% | — | 200 | +21,934 | New | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 22,196 | 1,284 | 0.0% | 0.0% | 201 | +18,200 | 455.46% | Q1 2026 | May 13, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 21,693 | 1,280 | 1.01% | 1.03% | 202 | +5,071 | 30.51% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Added to | 21,526 | 1,271 | 0.0% | 0.0% | 203 | +4,871 | 29.25% | Q1 2026 | May 14, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 21,484 | 1,268 | 0.18% | 0.39% | 204 | -16,376 | -43.25% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | Added to | 21,411 | 1,263 | 0.93% | 1.0% | 205 | +28 | 0.13% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 21,259 | 1,254 | 0.0% | 0.0% | 206 | +10,297 | 93.93% | Q1 2026 | May 14, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 21,128 | 1,247 | 0.41% | 0.34% | 207 | +7,478 | 54.78% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 20,798 | 1,227 | 0.14% | 0.16% | 208 | +100 | 0.48% | Q1 2026 | Apr 15, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 20,747 | 1,224 | 0.05% | 0.03% | 209 | +10,007 | 93.18% | Q1 2026 | Apr 21, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 20,531 | 1,211 | 0.32% | 0.46% | 210 | -1,169 | -5.39% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 20,155 | 1,189 | 0.0% | 0.0% | 211 | +8,856 | 78.38% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 20,096 | 1,186 | 0.12% | 0.07% | 212 | +11,057 | 122.33% | Q1 2026 | May 14, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 20,083 | 1,185 | 0.47% | 0.61% | 213 | +273 | 1.38% | Q1 2026 | Apr 29, 2026 |
| NKCFO LLC | History | No change | 20,000 | 1,181 | 0.35% | 0.44% | 214 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Reduced | 19,904 | 1,174 | 0.02% | 0.03% | 215 | -35 | -0.18% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 19,669 | 1,161 | 0.06% | 0.07% | 216 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 19,663 | 1,160 | 0.32% | 0.38% | 217 | +2,335 | 13.48% | Q1 2026 | Apr 27, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 19,381 | 1,150 | 0.66% | 0.99% | 218 | -320 | -1.62% | Q1 2026 | Apr 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 19,237 | 1,135 | 0.24% | 0.3% | 219 | +1,391 | 7.79% | Q1 2026 | Apr 15, 2026 |
| Aries Wealth Management | History | Added to | 19,148 | 1,130 | 0.25% | 0.26% | 220 | +3,736 | 24.24% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 19,112 | 1,128 | 0.02% | 0.02% | 221 | +2,257 | 13.39% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 18,812 | 1,110 | 0.04% | 0.06% | 222 | -2,353 | -11.12% | Q1 2026 | May 06, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 18,800 | 1,109 | 0.39% | 0.47% | 223 | +3,297 | 21.27% | Q1 2026 | Apr 24, 2026 |
| MTM Investment Management, LLC | History | Added to | 18,734 | 1,105 | 0.35% | 0.37% | 224 | +3,394 | 22.13% | Q1 2026 | May 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 18,698 | 1,103 | 0.02% | 0.04% | 225 | -5,923 | -24.06% | Q1 2026 | May 15, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | No change | 18,682 | 1,102 | 0.49% | 0.42% | 226 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,578 | 1,096 | 0.02% | 0.02% | 227 | +5,773 | 45.08% | Q1 2026 | May 07, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 18,259 | 1,077 | 0.07% | 0.09% | 228 | +1,104 | 6.44% | Q1 2026 | Apr 27, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 17,500 | 1,033 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,406 | 1,027 | 0.0% | 0.01% | 230 | -54,050 | -75.64% | Q1 2026 | May 14, 2026 |
| Demars Financial Group, LLC | History | Added to | 17,402 | 1,027 | 0.34% | 0.23% | 231 | +8,274 | 90.64% | Q1 2026 | Apr 29, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 17,275 | 1,019 | 0.05% | 0.15% | 232 | -10,010 | -36.69% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 17,190 | 1,014 | 0.01% | 0.01% | 233 | -322 | -1.84% | Q1 2026 | May 15, 2026 |
| Holland Advisory Services, Inc. | History | New | 17,060 | 1,007 | 1.35% | — | 234 | +17,060 | New | Q1 2026 | Apr 07, 2026 |
| Osbon Capital Management LLC | History | Added to | 16,910 | 998 | 0.81% | 0.58% | 235 | +8,719 | 106.45% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 16,791 | 991 | 0.06% | 0.07% | 236 | -481 | -2.78% | Q1 2026 | Apr 24, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | New | 16,763 | 989 | 0.26% | — | 237 | +16,763 | New | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 16,683 | 984 | 0.01% | 0.01% | 238 | +2,461 | 17.3% | Q1 2026 | May 05, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 16,508 | 974 | 0.16% | 0.27% | 239 | -4,285 | -20.61% | Q1 2026 | May 05, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 16,494 | 973 | 0.58% | 0.77% | 240 | +517 | 3.24% | Q1 2026 | Apr 27, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 16,448 | 970 | 0.36% | 0.47% | 241 | -1,186 | -6.73% | Q1 2026 | May 11, 2026 |
| Corps Capital Advisors, LLC | History | Added to | 16,182 | 955 | 0.83% | 0.57% | 242 | +8,957 | 123.97% | Q1 2026 | May 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 16,177 | 954 | 0.11% | 0.12% | 243 | +1,411 | 9.56% | Q1 2026 | May 04, 2026 |
| Weil Company, Inc. | History | New | 15,871 | 936 | 0.21% | — | 244 | +15,871 | New | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 15,672 | 925 | 0.06% | 0.08% | 245 | -4,930 | -23.93% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 15,621 | 922 | 0.03% | 0.02% | 246 | +7,157 | 84.56% | Q1 2026 | Apr 28, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 15,325 | 904 | 0.25% | 0.33% | 247 | -491 | -3.1% | Q1 2026 | Apr 27, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 15,311 | 903 | 0.08% | 0.09% | 248 | +996 | 6.96% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 15,299 | 902 | 0.02% | 0.02% | 249 | -797 | -4.95% | Q1 2026 | May 11, 2026 |
| CIM, LLC | History | Added to | 15,142 | 893 | 0.13% | 0.11% | 250 | +3,920 | 34.93% | Q1 2026 | May 18, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 14,901 | 879 | 0.17% | 0.34% | 251 | -7,324 | -32.95% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | New | 13,208 | 878 | 0.07% | — | 252 | +13,208 | New | Q1 2026 | May 01, 2026 |
| Marietta Wealth Management, LLC | History | No change | 14,470 | 854 | 0.1% | 0.13% | 253 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 14,373 | 848 | 0.23% | 0.3% | 254 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 14,362 | 847 | 0.09% | 0.04% | 255 | +9,123 | 174.14% | Q1 2026 | Apr 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 14,302 | 844 | 0.02% | 0.03% | 256 | +1,073 | 8.11% | Q1 2026 | Apr 28, 2026 |
| Curi Capital, LLC | History | No change | 13,886 | 819 | 0.01% | 0.02% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 13,785 | 813 | 0.0% | 0.0% | 258 | +3,926 | 39.82% | Q1 2026 | Apr 30, 2026 |
| Sunesis Advisors, LLC | History | Added to | 13,761 | 812 | 0.37% | 0.21% | 259 | +7,628 | 124.38% | Q1 2026 | May 14, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | No change | 13,535 | 798 | 0.17% | 0.26% | 260 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Waldron Private Wealth LLC | History | Added to | 13,370 | 789 | 0.03% | 0.04% | 261 | +1,166 | 9.55% | Q1 2026 | Apr 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 13,350 | 788 | 0.01% | — | 262 | +13,350 | New | Q1 2026 | Apr 21, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 13,081 | 772 | 0.46% | 0.45% | 263 | +3,414 | 35.32% | Q1 2026 | Apr 16, 2026 |
| Citizens National Bank Trust Department | History | Added to | 13,055 | 770 | 0.13% | 0.14% | 264 | +2,700 | 26.07% | Q1 2026 | May 04, 2026 |
| Falcon Wealth Planning | History | Added to | 12,994 | 767 | 0.05% | 0.07% | 265 | +1,316 | 11.27% | Q1 2026 | Apr 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 12,894 | 761 | 0.02% | 0.03% | 266 | +64 | 0.5% | Q1 2026 | May 11, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 12,800 | 755 | 0.03% | 0.05% | 267 | -3,700 | -22.42% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 12,716 | 750 | 0.05% | 0.08% | 268 | -759 | -5.63% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 12,642 | 746 | 0.01% | 0.02% | 269 | +337 | 2.74% | Q1 2026 | Apr 22, 2026 |
| TCW GROUP INC | History | No change | 12,553 | 741 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 12,545 | 740 | 0.14% | 0.16% | 271 | +2,463 | 24.43% | Q1 2026 | May 14, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 12,514 | 738 | 0.13% | 0.15% | 272 | +1,088 | 9.52% | Q1 2026 | Apr 28, 2026 |
| JB Capital LLC | History | Added to | 12,421 | 733 | 0.03% | 0.04% | 273 | +625 | 5.3% | Q1 2026 | Apr 27, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 12,357 | 729 | 0.55% | 0.67% | 274 | -127 | -1.02% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 12,338 | 728 | 0.01% | 0.02% | 275 | +439 | 3.69% | Q1 2026 | Apr 10, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 12,287 | 725 | 0.51% | 0.85% | 277 | -1,627 | -11.69% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 12,290 | 725 | 0.02% | 0.02% | 276 | +899 | 7.89% | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,212 | 720 | 0.01% | 0.01% | 278 | -12,913 | -51.4% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 12,172 | 718 | 0.0% | 0.0% | 279 | +7,567 | 164.32% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 12,165 | 718 | 0.02% | 0.02% | 280 | +3,701 | 43.73% | Q1 2026 | May 15, 2026 |
| Five Pine Wealth Management | History | Added to | 12,063 | 712 | 0.44% | 0.47% | 281 | +2,449 | 25.47% | Q1 2026 | Apr 16, 2026 |
| Integrated Advisors Network LLC | History | New | 12,058 | 711 | 0.04% | — | 282 | +12,058 | New | Q1 2026 | Apr 28, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,911 | 703 | 0.05% | 0.07% | 283 | +480 | 4.2% | Q1 2026 | Apr 22, 2026 |
| Delta Investment Management, LLC | History | Reduced | 11,907 | 702 | 0.13% | 0.17% | 284 | -993 | -7.7% | Q1 2026 | May 12, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 11,750 | 693 | 0.34% | 0.43% | 285 | +315 | 2.75% | Q1 2026 | Apr 22, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 11,669 | 688 | 0.1% | 0.13% | 286 | +228 | 1.99% | Q1 2026 | Apr 29, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 578,300 | 686 | 0.01% | 0.01% | 287 | +75,300 | 14.97% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | No change | 10,447 | 685 | 0.06% | 0.07% | 288 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 11,490 | 678 | 0.12% | — | 290 | +11,490 | New | Q1 2026 | Apr 09, 2026 |
| Wedmont Private Capital | History | Added to | 10,913 | 678 | 0.02% | 0.03% | 289 | +1,010 | 10.2% | Q1 2026 | Apr 09, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 11,438 | 675 | 0.05% | 0.1% | 291 | -2,722 | -19.22% | Q1 2026 | May 07, 2026 |
| JSF Financial, LLC | History | Added to | 11,379 | 671 | 0.13% | 0.16% | 293 | +1,006 | 9.7% | Q1 2026 | May 07, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 11,374 | 671 | 0.16% | 0.19% | 292 | +730 | 6.86% | Q1 2026 | Apr 28, 2026 |
| Forum Financial Management, LP | History | No change | 11,300 | 667 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Warren Street Wealth Advisors, LLC | History | New | 11,264 | 664 | 0.17% | — | 295 | +11,264 | New | Q1 2026 | Apr 16, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 10,850 | 640 | 0.39% | 1.12% | 296 | -13,825 | -56.03% | Q1 2026 | May 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 10,850 | 640 | 0.04% | 0.06% | 297 | -1,805 | -14.26% | Q1 2026 | May 14, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 10,030 | 640 | 0.19% | 0.17% | 298 | -50 | -0.5% | Q1 2026 | Apr 16, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 10,835 | 639 | 0.56% | 0.67% | 299 | +900 | 9.06% | Q1 2026 | Apr 28, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 10,782 | 636 | 0.01% | 0.01% | 300 | +39 | 0.36% | Q1 2026 | Apr 10, 2026 |