SPDR INDEX SHARES FUNDS - FEZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BARCLAYS PLC | History | Added to | 14,063,161 | 873,041 | 0.21% | 0.0% | 1 | +13,947,537 | 12062.84% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,630,867 | 287,484 | 9.09% | — | 2 | +4,630,867 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,680,149 | 228,463 | 0.01% | 0.01% | 3 | +267,453 | 7.84% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,386,174 | 210,213 | 0.02% | 0.01% | 4 | +218,954 | 6.91% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,368,220 | 209,099 | 0.02% | 0.02% | 5 | +1,333,351 | 65.53% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,440,449 | 151,503 | 0.02% | 0.02% | 6 | +302,441 | 14.15% | Q1 2026 | May 05, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 2,350,515 | 145,919 | 10.51% | 11.8% | 7 | -337,738 | -12.56% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,997,800 | 124,023 | 0.02% | 0.02% | 8 | -270,638 | -11.93% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,941,448 | 120,525 | 0.01% | 0.02% | 9 | -222,331 | -10.28% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,606,240 | 99,715 | 0.02% | 0.02% | 10 | +173,329 | 12.1% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,587,780 | 98,569 | 0.01% | 0.01% | 11 | +1,051,073 | 195.84% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 1,139,143 | 70,717 | 0.02% | 0.02% | 12 | +13,730 | 1.22% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,127,469 | 67,456 | 0.0% | 0.04% | 13 | -7,639,311 | -87.14% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,070,569 | 66,460 | 0.11% | 0.14% | 14 | -289,364 | -21.28% | Q1 2026 | May 05, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 802,765 | 51,820 | 5.35% | 5.35% | 15 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 610,964 | 37,929 | 0.01% | 0.01% | 16 | -15,631 | -2.49% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | New | 605,400 | 37,583 | 0.16% | — | 17 | +605,400 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 598,175 | 37,134 | 0.02% | 0.02% | 18 | +32,973 | 5.83% | Q1 2026 | May 11, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 571,784 | 35,496 | 0.55% | 0.41% | 19 | +136,947 | 31.49% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 549,689 | 35,394 | 0.01% | 0.01% | 20 | -163,731 | -22.95% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | Reduced | 529,169 | 32,850 | 0.19% | 0.63% | 21 | -695,131 | -56.78% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 500,000 | 31,040 | 0.03% | 0.02% | 22 | +181,800 | 57.13% | Q1 2026 | May 11, 2026 |
| Robinhood Asset Management, LLC | History | Reduced | 390,740 | 24,257 | 1.76% | 3.57% | 23 | -305,472 | -43.88% | Q1 2026 | Apr 13, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 382,422 | 24,048 | 12.23% | 12.26% | 24 | +9,413 | 2.52% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 373,220 | 23,169 | 0.04% | 0.04% | 25 | +4,142 | 1.12% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 371,419 | 23,057 | 0.09% | 0.07% | 26 | +107,471 | 40.72% | Q1 2026 | May 13, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 321,200 | 19,940 | 0.47% | 0.69% | 27 | -70,100 | -17.91% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 311,582 | 19,343 | 0.01% | 0.01% | 28 | -3,597 | -1.14% | Q1 2026 | May 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 300,000 | 18,624 | 0.03% | — | 29 | +300,000 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 111,910 | 18,470 | 0.01% | 0.0% | 30 | +72,013 | 180.5% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 293,270 | 18,206 | 0.01% | 0.01% | 31 | +34,923 | 13.52% | Q1 2026 | May 14, 2026 |
| MATAURO, LLC | History | Added to | 284,750 | 17,677 | 2.55% | 2.5% | 32 | +26,740 | 10.36% | Q1 2026 | Apr 22, 2026 |
| COURIER CAPITAL LLC | History | Added to | 254,737 | 15,814 | 0.88% | 0.92% | 33 | +805 | 0.32% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 253,766 | 15,753 | 0.02% | 0.02% | 34 | -14,971 | -5.57% | Q1 2026 | Apr 27, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Reduced | 250,000 | 15,520 | 0.27% | 0.37% | 35 | -100,000 | -28.57% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 232,271 | 14,419 | 0.03% | 0.03% | 36 | +9,838 | 4.42% | Q1 2026 | May 14, 2026 |
| Circle Wealth Management, LLC | History | Added to | 229,718 | 14,260 | 0.2% | 0.13% | 37 | +94,947 | 70.45% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 213,627 | 13,261 | 0.0% | 0.0% | 38 | -54,283 | -20.26% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 205,122 | 12,734 | 0.0% | 0.0% | 40 | +134,085 | 188.75% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 205,130 | 12,734 | 0.24% | 0.18% | 39 | +52,367 | 34.28% | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 189,156 | 11,742 | 0.7% | 0.65% | 41 | +23,670 | 14.3% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 188,913 | 11,727 | 0.01% | 0.02% | 42 | -247,501 | -56.71% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Reduced | 179,866 | 11,166 | 0.02% | 0.02% | 43 | -15,773 | -8.06% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 176,784 | 10,974 | 0.02% | 0.02% | 44 | -779 | -0.44% | Q1 2026 | May 15, 2026 |
| Financial Enhancement Group LLC | History | Added to | 151,373 | 10,234 | 1.27% | 1.21% | 45 | +10,434 | 7.4% | Q1 2026 | Apr 20, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 164,736 | 10,226 | 1.73% | 1.82% | 46 | -1,230 | -0.74% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 164,201 | 10,193 | 0.0% | 0.0% | 47 | +18,753 | 12.89% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 149,800 | 9,299 | 0.04% | 0.06% | 48 | -174,700 | -53.84% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 150,851 | 9,194 | 0.03% | 0.02% | 49 | +10,745 | 7.67% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Added to | 147,900 | 9,181 | 0.02% | 0.01% | 50 | +89,100 | 151.53% | Q1 2026 | May 08, 2026 |
| Financial Management Professionals, Inc. | History | New | 145,607 | 9,039 | 1.01% | — | 51 | +145,607 | New | Q1 2026 | Apr 15, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 141,178 | 8,764 | 1.08% | 0.89% | 52 | +17,677 | 14.31% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 129,379 | 8,031 | 0.5% | 0.51% | 53 | +6,810 | 5.56% | Q1 2026 | Apr 27, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 126,842 | 7,874 | 0.87% | 0.86% | 54 | +980 | 0.78% | Q1 2026 | Apr 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 125,721 | 7,804 | 0.29% | 0.18% | 55 | +53,731 | 74.64% | Q1 2026 | May 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 121,558 | 7,546 | 0.05% | 0.06% | 56 | +6,388 | 5.55% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 117,679 | 7,311 | 0.01% | 0.01% | 57 | +4,985 | 4.42% | Q1 2026 | May 15, 2026 |
| Allie Family Office LLC | History | Added to | 110,149 | 6,838 | 2.99% | 2.85% | 58 | +15,311 | 16.14% | Q1 2026 | May 13, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 107,477 | 6,672 | 1.88% | 2.16% | 59 | +2,259 | 2.15% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 105,426 | 6,544 | 0.01% | 0.01% | 60 | -43,162 | -29.05% | Q1 2026 | May 13, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 100,054 | 6,445 | 3.0% | 3.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 101,384 | 6,293 | 0.21% | 0.21% | 62 | +3,959 | 4.06% | Q1 2026 | May 14, 2026 |
| DeepCurrents Investment Group LLC | History | New | 1,000 | 6,208 | 0.2% | — | 63 | +1,000 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 98,005 | 6,084 | 0.01% | 0.01% | 64 | +12,109 | 14.1% | Q1 2026 | May 05, 2026 |
| Vontobel Holding Ltd. | History | Added to | 96,694 | 6,002 | 0.02% | 0.02% | 65 | +65 | 0.07% | Q1 2026 | May 08, 2026 |
| Arch Global Advisors, LLC | History | New | 85,407 | 5,302 | 2.77% | — | 66 | +85,407 | New | Q1 2026 | Apr 15, 2026 |
| TTP Investments, Inc. | History | New | 82,412 | 5,116 | 2.13% | — | 67 | +82,412 | New | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 82,042 | 5,093 | 0.01% | 0.01% | 68 | -2,645 | -3.12% | Q1 2026 | May 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 81,292 | 5,046 | 0.56% | 0.54% | 69 | +6,248 | 8.33% | Q1 2026 | Apr 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 80,000 | 4,966 | 0.01% | — | 70 | +80,000 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 75,614 | 4,868 | 0.03% | 0.06% | 71 | -69,828 | -48.01% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Reduced | 296 | 4,766 | 0.08% | 0.09% | 72 | -11 | -3.58% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 76,151 | 4,727 | 0.02% | 0.02% | 73 | +9,726 | 14.64% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 74,038 | 4,596 | 0.02% | 0.02% | 74 | -6,320 | -7.86% | Q1 2026 | Apr 24, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 71,949 | 4,466 | 2.27% | 1.31% | 75 | +32,485 | 82.32% | Q1 2026 | May 05, 2026 |
| Demars Financial Group, LLC | History | Reduced | 70,466 | 4,374 | 1.44% | 1.59% | 76 | -3,278 | -4.45% | Q1 2026 | Apr 29, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 70,231 | 4,359 | 0.34% | 0.35% | 77 | -461 | -0.65% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 67,253 | 4,175 | 0.0% | 0.01% | 78 | -73,097 | -52.08% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 66,964 | 4,157 | 0.01% | 0.01% | 79 | +6,385 | 10.54% | Q1 2026 | Apr 30, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 67,024 | 4,096 | 0.0% | 0.0% | 80 | +57,206 | 582.66% | Q1 2026 | Apr 30, 2026 |
| Phoenix Financial Ltd. | History | Added to | 63,572 | 3,946 | 0.04% | 0.04% | 81 | +4,511 | 7.64% | Q1 2026 | May 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 62,102 | 3,855 | 0.03% | 0.06% | 82 | -53,139 | -46.11% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Added to | 61,051 | 3,790 | 0.88% | 0.88% | 83 | +1,225 | 2.05% | Q1 2026 | May 13, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 61,958 | 3,754 | 0.18% | 0.21% | 84 | +361 | 0.59% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | New | 60,000 | 3,724 | 0.02% | — | 85 | +60,000 | New | Q1 2026 | May 15, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 59,135 | 3,671 | 2.4% | 2.33% | 86 | +3,079 | 5.49% | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | Reduced | 59,073 | 3,667 | 0.01% | 0.01% | 87 | -3,599 | -5.74% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 57,951 | 3,596 | 0.01% | 0.01% | 88 | +1,366 | 2.41% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 57,832 | 3,590 | 0.13% | 0.13% | 89 | +1,047 | 1.84% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Reduced | 55,154 | 3,423 | 0.04% | 0.05% | 90 | -1,721 | -3.03% | Q1 2026 | May 15, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 54,796 | 3,401 | 2.03% | 2.27% | 91 | -2,434 | -4.25% | Q1 2026 | May 04, 2026 |
| Eagle Strategies LLC | History | Added to | 53,947 | 3,349 | 0.4% | 0.43% | 92 | +2,182 | 4.22% | Q1 2026 | Apr 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 53,500 | 3,321 | 0.0% | 0.02% | 93 | -656,255 | -92.46% | Q1 2026 | May 15, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 52,891 | 3,283 | 0.92% | 0.83% | 94 | +6,171 | 13.21% | Q1 2026 | Apr 08, 2026 |
| Climber Capital SA | History | Reduced | 61,979 | 3,244 | 2.13% | 2.23% | 95 | -870 | -1.38% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Reduced | 56,676 | 3,228 | 0.0% | 0.0% | 96 | -1,123 | -1.94% | Q1 2026 | May 15, 2026 |
| Addison Capital Co | History | New | 51,489 | 3,196 | 0.57% | — | 97 | +51,489 | New | Q1 2026 | Apr 29, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 48,296 | 2,998 | 1.77% | 1.89% | 98 | +41 | 0.08% | Q1 2026 | Apr 16, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 46,185 | 2,867 | 0.82% | 0.79% | 99 | +3,518 | 8.25% | Q1 2026 | Apr 30, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 45,288 | 2,811 | 0.85% | 0.85% | 100 | +972 | 2.19% | Q1 2026 | Apr 22, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 43,801 | 2,719 | 1.6% | 1.59% | 101 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Reduced | 43,410 | 2,694 | 0.0% | 0.0% | 102 | -2,130 | -4.68% | Q1 2026 | May 15, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 41,821 | 2,692 | 1.93% | 1.93% | 103 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Concord Wealth Partners | History | Reduced | 43,192 | 2,681 | 0.35% | 0.36% | 104 | -103 | -0.24% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 42,020 | 2,608 | 0.02% | 0.0% | 105 | +41,689 | 12594.86% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 41,657 | 2,586 | 0.04% | 0.05% | 106 | +47 | 0.11% | Q1 2026 | Apr 20, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 41,403 | 2,570 | 0.34% | 0.38% | 107 | -641 | -1.52% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 38,625 | 2,398 | 0.01% | 0.01% | 108 | -20,255 | -34.4% | Q1 2026 | Apr 22, 2026 |
| GROUP ONE TRADING LLC | History | New | 38,531 | 2,392 | 0.0% | — | 109 | +38,531 | New | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 37,881 | 2,351 | 0.0% | 0.0% | 110 | +4,345 | 12.96% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 37,715 | 2,341 | 0.0% | 0.0% | 111 | +14,464 | 62.21% | Q1 2026 | May 15, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 35,084 | 2,301 | 0.97% | 1.0% | 112 | +1,518 | 4.52% | Q1 2026 | May 08, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 36,084 | 2,240 | 1.47% | 1.94% | 113 | -9,501 | -20.84% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 35,763 | 2,220 | 0.1% | 0.08% | 114 | +8,840 | 32.83% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 33,043 | 2,051 | 0.0% | 0.0% | 115 | +17,579 | 113.68% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 271,100 | 2,048 | 0.03% | 0.0% | 116 | +224,700 | 484.27% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 31,157 | 2,006 | 0.22% | 0.22% | 117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 32,100 | 1,992 | 0.0% | 0.0% | 118 | +7,800 | 32.1% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 33,113 | 1,980 | 0.0% | 0.0% | 119 | +13,557 | 69.32% | Q1 2026 | May 15, 2026 |
| Black Maple Capital Management LP | History | No change | 31,800 | 1,974 | 1.1% | 1.43% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 31,002 | 1,924 | 0.03% | 0.02% | 121 | +16,517 | 114.03% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,839 | 1,914 | 0.0% | 0.0% | 122 | -1,052 | -3.3% | Q1 2026 | Apr 27, 2026 |
| Quartz Partners, LLC | History | Reduced | 29,017 | 1,801 | 0.7% | 0.74% | 123 | -1,892 | -6.12% | Q1 2026 | May 05, 2026 |
| NICOLET BANKSHARES INC | History | New | 28,757 | 1,785 | 0.07% | — | 124 | +28,757 | New | Q1 2026 | May 14, 2026 |
| SYKON CAPITAL LLC | History | Added to | 28,320 | 1,758 | 0.59% | 0.58% | 125 | +270 | 0.96% | Q1 2026 | Apr 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 27,076 | 1,680 | 0.06% | 0.06% | 126 | +297 | 1.11% | Q1 2026 | May 07, 2026 |
| Stablepoint Partners, LLC | History | Added to | 26,753 | 1,660 | 0.25% | 0.25% | 127 | +1,940 | 7.82% | Q1 2026 | Apr 30, 2026 |
| Rathbones Group PLC | History | Added to | 26,594 | 1,650 | 0.01% | 0.01% | 128 | +2,319 | 9.55% | Q1 2026 | May 12, 2026 |
| Retirement Planning Group, LLC | History | Added to | 26,060 | 1,617 | 0.05% | 0.05% | 129 | +190 | 0.73% | Q1 2026 | May 04, 2026 |
| Twin Tree Management, LP | History | New | 25,837 | 1,603 | 0.03% | — | 130 | +25,837 | New | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 25,631 | 1,591 | 0.01% | 0.01% | 131 | +1,406 | 5.8% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,561 | 1,533 | 0.0% | 0.0% | 132 | +2,258 | 10.12% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,386 | 1,513 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Added to | 23,870 | 1,481 | 0.01% | 0.01% | 134 | +5,396 | 29.21% | Q1 2026 | May 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 23,508 | 1,459 | 0.16% | 0.75% | 135 | -79,641 | -77.21% | Q1 2026 | May 11, 2026 |
| 71 West Capital Partners | History | No change | 23,273 | 1,444 | 0.06% | 0.07% | 136 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 22,600 | 1,403 | 0.0% | 0.01% | 137 | -5,556 | -19.73% | Q1 2026 | May 04, 2026 |
| Optiver Holding B.V. | History | New | 22,397 | 1,390 | 0.0% | — | 138 | +22,397 | New | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 21,990 | 1,386 | 0.1% | 0.11% | 139 | -1,116 | -4.83% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 21,957 | 1,363 | 0.04% | 0.03% | 140 | +1,040 | 4.97% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Added to | 21,295 | 1,321 | 0.0% | 0.0% | 141 | +19,150 | 892.77% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | New | 20,886 | 1,296 | 0.0% | — | 142 | +20,886 | New | Q1 2026 | May 05, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 20,809 | 1,291 | 0.12% | 0.11% | 143 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 20,475 | 1,271 | 0.18% | 0.2% | 144 | -479 | -2.29% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 20,409 | 1,266 | 0.01% | 0.01% | 145 | +83 | 0.41% | Q1 2026 | May 08, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 20,270 | 1,258 | 0.12% | 0.11% | 146 | +3,582 | 21.46% | Q1 2026 | May 15, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 20,000 | 1,241 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 19,583 | 1,215 | 0.01% | 0.02% | 148 | -9,723 | -33.18% | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 18,700 | 1,160 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 17,874 | 1,109 | 0.01% | 0.01% | 150 | +601 | 3.48% | Q1 2026 | May 15, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 17,825 | 1,106 | 0.31% | 1.02% | 151 | -46,519 | -72.3% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 17,650 | 1,095 | 0.0% | 0.0% | 152 | +3,599 | 25.61% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | No change | 17,500 | 1,086 | 0.03% | 0.04% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 17,401 | 1,080 | 0.0% | 0.0% | 154 | +76 | 0.44% | Q1 2026 | May 14, 2026 |
| Global Endowment Management, LP | History | No change | 17,160 | 1,065 | 0.12% | 0.14% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 16,985 | 1,054 | 0.03% | 0.03% | 156 | +1,186 | 7.51% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 16,830 | 1,044 | 0.03% | 0.04% | 157 | +1,329 | 8.57% | Q1 2026 | May 07, 2026 |
| Wealthfront Advisers LLC | History | Added to | 16,557 | 1,027 | 0.0% | 0.0% | 158 | +346 | 2.13% | Q1 2026 | May 05, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 16,313 | 1,012 | 0.11% | 0.11% | 159 | -1,990 | -10.87% | Q1 2026 | May 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 15,981 | 992 | 0.0% | 0.0% | 160 | -477 | -2.9% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 15,979 | 991 | 0.01% | 0.01% | 161 | +122 | 0.77% | Q1 2026 | Apr 16, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 15,485 | 961 | 0.25% | 0.26% | 162 | -494 | -3.09% | Q1 2026 | Apr 15, 2026 |
| Claro Advisors Inc. | History | Added to | 15,208 | 944 | 0.11% | 0.11% | 163 | +2,692 | 21.51% | Q1 2026 | Apr 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,028 | 932 | 0.0% | 0.01% | 164 | +290 | 1.97% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 14,954 | 928 | 0.11% | 0.24% | 165 | -11,619 | -43.72% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Added to | 14,541 | 902 | 0.01% | 0.0% | 166 | +7,136 | 96.37% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 14,481 | 899 | 0.0% | 0.0% | 167 | +5,214 | 56.26% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | New | 14,000 | 869 | 0.0% | — | 168 | +14,000 | New | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 13,959 | 866 | 0.0% | 0.0% | 169 | +787 | 5.97% | Q1 2026 | Apr 15, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 13,800 | 856 | 0.12% | 0.13% | 170 | -880 | -5.99% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 13,400 | 831 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 12,668 | 786 | 0.04% | 0.03% | 172 | +2,019 | 18.96% | Q1 2026 | Apr 28, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 12,586 | 781 | 0.46% | 0.46% | 173 | +16 | 0.13% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,853 | 735 | 0.02% | 0.02% | 174 | +333 | 2.89% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Added to | 11,830 | 734 | 0.1% | 0.1% | 175 | +35 | 0.3% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,568 | 718 | 0.03% | 0.03% | 176 | +313 | 2.78% | Q1 2026 | May 19, 2026 |
| Merit Financial Group, LLC | History | Reduced | 11,320 | 702 | 0.01% | 0.01% | 177 | -89 | -0.78% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 11,285 | 700 | 0.0% | 0.0% | 178 | +740 | 7.02% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 11,085 | 688 | 0.02% | 0.02% | 179 | +125 | 1.14% | Q1 2026 | Apr 24, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 10,964 | 680 | 0.31% | 0.31% | 180 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,849 | 673 | 0.02% | 0.02% | 181 | +463 | 4.46% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 10,442 | 672 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 9,922 | 625 | 0.0% | 0.0% | 183 | +3,120 | 45.87% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,810 | 609 | 0.0% | — | 185 | +9,810 | New | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 9,819 | 609 | 0.01% | 0.01% | 184 | +1,736 | 21.48% | Q1 2026 | May 12, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 9,524 | 591 | 0.62% | 0.3% | 186 | +5,027 | 111.79% | Q1 2026 | May 04, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 9,342 | 579 | 0.07% | 0.07% | 187 | -89 | -0.94% | Q1 2026 | Apr 30, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 9,283 | 576 | 0.04% | 0.07% | 188 | -4,617 | -33.22% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,214 | 571 | 0.01% | 0.01% | 189 | -5 | -0.05% | Q1 2026 | May 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 9,149 | 567 | 0.39% | 0.56% | 191 | -2,524 | -21.62% | Q1 2026 | Apr 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 9,142 | 567 | 0.0% | 0.0% | 190 | -19 | -0.21% | Q1 2026 | May 01, 2026 |
| Quadrature Capital Ltd | History | Reduced | 9,118 | 566 | 0.01% | 0.01% | 192 | -1,986 | -17.89% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | No change | 9,108 | 565 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SVB WEALTH LLC | History | Added to | 9,042 | 561 | 0.04% | 0.03% | 194 | +2,333 | 34.77% | Q1 2026 | Apr 17, 2026 |
| Creekside Partners | History | Reduced | 8,926 | 554 | 0.23% | 0.25% | 195 | -145 | -1.6% | Q1 2026 | Apr 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 8,892 | 552 | 0.29% | 0.31% | 196 | +181 | 2.08% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 8,853 | 549 | 0.0% | 0.0% | 197 | +1,194 | 15.59% | Q1 2026 | May 12, 2026 |
| Norris Financial Group, LLC | History | Reduced | 8,714 | 540 | 0.18% | 1.26% | 198 | -49,021 | -84.91% | Q1 2026 | May 20, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,384 | 520 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Forum Finance Group S.A. | History | New | 10,276 | 515 | 0.28% | — | 200 | +10,276 | New | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,145 | 513 | 0.04% | 0.04% | 201 | -19 | -0.23% | Q1 2026 | May 01, 2026 |
| CREDIT AGRICOLE S A | History | New | 8,241 | 511 | 0.0% | — | 202 | +8,241 | New | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 8,110 | 503 | 0.05% | 0.05% | 203 | +1,091 | 15.54% | Q1 2026 | Apr 22, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 8,067 | 500 | 0.18% | 0.21% | 204 | -120 | -1.47% | Q1 2026 | Apr 14, 2026 |
| KG Capital Management | History | Reduced | 7,626 | 473 | 0.34% | 0.12% | 205 | -148 | -1.9% | Q1 2026 | Apr 22, 2026 |
| Advisory Alpha, LLC | History | Added to | 7,440 | 461 | 0.01% | 0.01% | 206 | +3,226 | 76.55% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 7,296 | 452 | 0.02% | 0.02% | 207 | -624 | -7.88% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | New | 7,126 | 442 | 0.02% | — | 208 | +7,126 | New | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 6,951 | 431 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arlington Trust Co LLC | History | No change | 6,882 | 427 | 0.04% | 0.05% | 210 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,852 | 425 | 0.01% | 0.01% | 211 | -232 | -3.27% | Q1 2026 | Apr 20, 2026 |
| Lynx Investment Advisory | History | Reduced | 6,734 | 418 | 0.2% | 0.45% | 212 | -5,998 | -47.11% | Q1 2026 | Apr 24, 2026 |
| Quantitative Investment Management, LLC | History | Reduced | 6,615 | 410 | 0.04% | 0.06% | 213 | -3,032 | -31.43% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | New | 6,662 | 405 | 0.0% | — | 215 | +6,662 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 6,527 | 405 | 0.0% | 0.0% | 214 | +2,146 | 48.98% | Q1 2026 | May 13, 2026 |
| Americana Partners, LLC | History | Added to | 6,429 | 399 | 0.01% | 0.01% | 216 | +699 | 12.2% | Q1 2026 | May 12, 2026 |
| EFG International AG | History | Reduced | 5,935 | 368 | 0.01% | 0.01% | 217 | -1,070 | -15.27% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 5,827 | 361 | 0.02% | 0.02% | 218 | +128 | 2.25% | Q1 2026 | Apr 15, 2026 |
| Alteri Wealth LLC | History | Reduced | 5,798 | 359 | 0.12% | 0.12% | 219 | -182 | -3.04% | Q1 2026 | May 06, 2026 |
| Edge Wealth Management LLC | History | No change | 5,649 | 350 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EVOKE WEALTH, LLC | History | No change | 5,561 | 345 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pictet North America Advisors SA | History | No change | 5,520 | 342 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 5,475 | 339 | 0.0% | 0.01% | 223 | -14,277 | -72.28% | Q1 2026 | May 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 5,454 | 338 | 0.01% | 0.01% | 225 | +868 | 18.93% | Q1 2026 | Apr 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,450 | 338 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 5,324 | 330 | 0.01% | 0.01% | 226 | +600 | 12.7% | Q1 2026 | Apr 30, 2026 |
| MRA Advisory Group | History | Added to | 5,229 | 324 | 0.13% | 0.13% | 227 | +475 | 9.99% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Added to | 5,198 | 322 | 0.0% | 0.0% | 228 | +1,792 | 52.61% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,198 | 322 | 0.0% | 0.0% | 229 | +1,065 | 25.77% | Q1 2026 | Apr 28, 2026 |
| Cypress Wealth Services, LLC | History | No change | 5,137 | 318 | 0.04% | 0.05% | 230 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 5,119 | 317 | 0.0% | — | 232 | +5,119 | New | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 5,139 | 317 | 0.1% | 0.11% | 231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 5,036 | 312 | 0.0% | 0.01% | 233 | -79,410 | -94.04% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 5,000 | 310 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,964 | 308 | 0.01% | 0.11% | 236 | -43,438 | -89.74% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,962 | 308 | 0.01% | 0.01% | 235 | +120 | 2.48% | Q1 2026 | Apr 14, 2026 |
| NFSG Corp | History | Added to | 4,801 | 298 | 0.05% | 0.05% | 237 | +6 | 0.13% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 4,794 | 297 | 0.0% | — | 238 | +4,794 | New | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,719 | 296 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 4,724 | 293 | 0.04% | — | 240 | +4,724 | New | Q1 2026 | Apr 30, 2026 |
| Composition Wealth, LLC | History | No change | 4,680 | 290 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Directional Asset Management | History | Added to | 4,617 | 286 | 0.26% | 0.19% | 242 | +1,265 | 37.74% | Q1 2026 | Apr 27, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,522 | 280 | 0.01% | — | 243 | +4,522 | New | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 4,483 | 278 | 0.01% | 0.01% | 244 | +6 | 0.13% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 4,401 | 273 | 0.02% | 0.02% | 245 | -795 | -15.3% | Q1 2026 | Apr 13, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 4,405 | 273 | 0.14% | 0.11% | 246 | +530 | 13.68% | Q1 2026 | Apr 16, 2026 |
| Trilogy Capital Inc. | History | No change | 4,375 | 271 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 4,315 | 267 | 0.01% | — | 249 | +4,315 | New | Q1 2026 | Apr 16, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 4,307 | 267 | 0.13% | 0.14% | 248 | +59 | 1.39% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 4,272 | 265 | 0.03% | 0.08% | 250 | -6,928 | -61.86% | Q1 2026 | Apr 28, 2026 |
| VestGen Advisors, LLC | History | Added to | 3,937 | 259 | 0.01% | 0.01% | 251 | +50 | 1.29% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 4,127 | 256 | 0.07% | 0.08% | 252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trexquant Investment LP | History | Added to | 4,091 | 253 | 0.0% | 0.0% | 253 | +194 | 4.98% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 4,026 | 249 | 0.0% | — | 254 | +4,026 | New | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,006 | 248 | 0.01% | 0.01% | 256 | +79 | 2.01% | Q1 2026 | May 04, 2026 |
| BigSur Wealth Management LLC | History | No change | 4,000 | 248 | 0.07% | 0.06% | 255 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 3,790 | 235 | 0.05% | 0.06% | 257 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 3,800 | 235 | 0.03% | 0.04% | 258 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | New | 3,759 | 233 | 0.06% | — | 259 | +3,759 | New | Q1 2026 | May 12, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 3,730 | 231 | 0.07% | 0.07% | 260 | +300 | 8.75% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 3,704 | 229 | 0.01% | 0.41% | 261 | -127,085 | -97.17% | Q1 2026 | Apr 28, 2026 |
| Bensler, LLC | History | Reduced | 3,619 | 224 | 0.02% | 2.16% | 262 | -330,896 | -98.92% | Q1 2026 | May 01, 2026 |
| SEARLE & CO. | History | No change | 3,600 | 223 | 0.06% | 0.06% | 263 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Reduced | 3,581 | 222 | 0.01% | 0.01% | 265 | -150 | -4.02% | Q1 2026 | Apr 22, 2026 |
| Waterfront Wealth Inc. | History | No change | 3,580 | 222 | 0.04% | 0.05% | 264 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IPG Investment Advisors LLC | History | Added to | 3,536 | 219 | 0.04% | 0.04% | 266 | +56 | 1.61% | Q1 2026 | May 12, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 3,460 | 215 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SoundView Advisors Inc. | History | Added to | 3,428 | 212 | 0.08% | 0.08% | 268 | +17 | 0.5% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 3,345 | 207 | 0.0% | 0.0% | 269 | +3,000 | 869.57% | Q1 2026 | May 14, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 3,350 | 207 | 0.16% | 0.18% | 270 | -66 | -1.93% | Q1 2026 | Apr 06, 2026 |
| FLAGSTAR ADVISORS INC | History | New | 3,316 | 205 | 0.07% | — | 271 | +3,316 | New | Q1 2026 | May 12, 2026 |
| Fairscale Capital, LLC | History | No change | 3,200 | 198 | 0.14% | 0.14% | 272 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Centerpoint Advisors, LLC | History | No change | 2,860 | 178 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | No change | 2,798 | 173 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,931 | 153 | 0.01% | 0.0% | 275 | -2,717 | -35.53% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 2,375 | 147 | 0.02% | 0.01% | 276 | +606 | 34.26% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,022 | 130 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,026 | 125 | 0.0% | 0.0% | 278 | -5,622 | -73.51% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | New | 1,960 | 121 | 0.03% | — | 281 | +1,960 | New | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Reduced | 1,957 | 121 | 0.0% | 0.0% | 280 | -432 | -18.08% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,955 | 121 | 0.0% | 0.0% | 279 | +200 | 11.4% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,856 | 115 | 0.0% | 0.0% | 282 | -243 | -11.58% | Q1 2026 | Apr 27, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 1,848 | 114 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,819 | 112 | 0.01% | 0.01% | 284 | +639 | 54.15% | Q1 2026 | Apr 30, 2026 |
| Wiser Advisor Group LLC | History | Added to | 1,774 | 110 | 0.13% | 0.13% | 285 | +3 | 0.17% | Q1 2026 | Apr 22, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,380 | 85 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,330 | 82 | 0.0% | 0.0% | 287 | +1,168 | 720.99% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,242 | 78 | 0.0% | 0.03% | 288 | -35,312 | -96.6% | Q1 2026 | Apr 07, 2026 |
| Bank of New Hampshire | History | New | 1,231 | 76 | 0.02% | — | 289 | +1,231 | New | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,157 | 71 | 0.0% | 0.0% | 290 | +27 | 2.39% | Q1 2026 | Apr 07, 2026 |
| Y.D. More Investments Ltd | History | Added to | 1,000 | 61 | 0.0% | 0.0% | 291 | +400 | 66.67% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 877 | 54 | 0.0% | 0.0% | 292 | +406 | 86.2% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 788 | 48 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Reduced | 745 | 46 | 0.0% | 0.0% | 294 | -206 | -21.66% | Q1 2026 | May 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 705 | 45 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 713 | 44 | 0.0% | 0.0% | 296 | -83 | -10.43% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 700 | 43 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Founders Capital Management | History | No change | 665 | 41 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 641 | 39 | 0.0% | 0.0% | 299 | -75 | -10.47% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 613 | 39 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |