SPDR SERIES TRUST - FLRN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 21,579 | 664,202 | 29.5% | 2.06% | 1 | -206,718 | -90.55% | Q1 2026 | Apr 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 5,319,203 | 163,725 | 0.36% | 0.34% | 2 | +384,144 | 7.78% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,809,770 | 117,269 | 0.03% | 0.03% | 3 | -30,383 | -0.79% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,330,331 | 71,727 | 0.0% | 0.0% | 4 | +227,889 | 10.84% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,285,562 | 70,349 | 0.02% | 0.02% | 5 | +537,376 | 30.74% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,219,369 | 68,312 | 0.01% | 0.01% | 6 | -225,248 | -9.21% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 2,215,225 | 68,184 | 0.02% | 0.02% | 7 | +247,365 | 12.57% | Q1 2026 | May 06, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,898,123 | 58,424 | 3.29% | 0.65% | 8 | +1,501,336 | 378.37% | Q1 2026 | May 08, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,517,027 | 46,694 | 0.4% | 0.41% | 9 | -46,964 | -3.0% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,342,501 | 41,322 | 0.0% | 0.0% | 10 | -444,242 | -24.86% | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | Added to | 1,270,626 | 39,109 | 7.48% | 7.39% | 11 | +13,550 | 1.08% | Q1 2026 | Apr 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,187,640 | 36,555 | 0.63% | 0.59% | 12 | +100,584 | 9.25% | Q1 2026 | May 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,012,813 | 31,174 | 0.11% | 0.13% | 13 | -144,606 | -12.49% | Q1 2026 | Apr 24, 2026 |
| Valmark Advisers, Inc. | History | Added to | 995,071 | 30,628 | 0.36% | 0.37% | 14 | +17,682 | 1.81% | Q1 2026 | May 01, 2026 |
| Stratos Investment Management, LLC | History | Added to | 960,740 | 29,571 | 1.19% | 1.13% | 15 | +40,398 | 4.39% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 924,800 | 28,345 | 0.27% | 0.27% | 16 | +114,222 | 14.09% | Q1 2026 | Apr 07, 2026 |
| Advisory Alpha, LLC | History | Reduced | 848,823 | 26,126 | 0.71% | 0.79% | 17 | -91,938 | -9.77% | Q1 2026 | May 14, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 800,221 | 24,630 | 4.85% | 4.76% | 18 | +67,468 | 9.21% | Q1 2026 | Apr 20, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 736,152 | 22,658 | 7.22% | 5.93% | 19 | +103,017 | 16.27% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Management, Inc. | History | Added to | 733,194 | 22,567 | 3.6% | 3.61% | 20 | +12,672 | 1.76% | Q1 2026 | Apr 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 718,919 | 22,128 | 0.01% | 0.01% | 21 | -10,899 | -1.49% | Q1 2026 | May 14, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 706,147 | 21,735 | 4.28% | 4.51% | 22 | -18,404 | -2.54% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | Reduced | 692,132 | 21,303 | 0.0% | 0.0% | 23 | -271,848 | -28.2% | Q1 2026 | May 15, 2026 |
| Towercrest Capital Management | History | Reduced | 584,824 | 18,000 | 2.8% | 3.16% | 24 | -66,398 | -10.2% | Q1 2026 | May 01, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 561,332 | 17,277 | 3.18% | 4.46% | 25 | -207,597 | -27.0% | Q1 2026 | Apr 15, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 559,881 | 17,233 | 1.35% | 1.32% | 26 | -11,982 | -2.1% | Q1 2026 | Apr 29, 2026 |
| Alliance Wealth Management Group | History | Reduced | 558,422 | 17,188 | 3.76% | 4.21% | 27 | -65,322 | -10.47% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 555,484 | 17,097 | 0.02% | 0.01% | 28 | +217,878 | 64.54% | Q1 2026 | May 13, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 513,410 | 15,802 | 3.69% | 3.64% | 29 | +11,152 | 2.22% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 502,726 | 15,473 | 0.36% | 0.38% | 30 | -916 | -0.18% | Q1 2026 | May 15, 2026 |
| Providence First Trust Co | History | Reduced | 493,801 | 15,199 | 5.34% | 5.35% | 31 | -9,335 | -1.86% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 461,691 | 14,210 | 0.02% | 0.02% | 32 | -41,324 | -8.22% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 449,402 | 13,832 | 0.16% | 0.16% | 33 | +12,598 | 2.88% | Q1 2026 | May 08, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 448,206 | 13,796 | 0.96% | 0.97% | 34 | -28,777 | -6.03% | Q1 2026 | Apr 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 435,946 | 13,418 | 2.84% | 2.76% | 35 | +10,104 | 2.37% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 434,884 | 13,385 | 0.0% | 0.0% | 36 | -15,574 | -3.46% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 400,573 | 12,329 | 0.23% | 0.23% | 37 | -1,034 | -0.26% | Q1 2026 | Apr 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 397,659 | 12,239 | 0.56% | 0.64% | 38 | +21,229 | 5.64% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 377,343 | 11,614 | 0.02% | 0.03% | 39 | -207,440 | -35.47% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 323,072 | 9,944 | 1.43% | 1.39% | 40 | +16,055 | 5.23% | Q1 2026 | May 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 315,206 | 9,702 | 1.29% | 1.29% | 41 | +18,076 | 6.08% | Q1 2026 | Apr 13, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 313,987 | 9,664 | 6.62% | 6.51% | 42 | -1,691 | -0.54% | Q1 2026 | May 06, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 310,209 | 9,548 | 1.34% | 1.28% | 43 | +18,811 | 6.46% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 287,517 | 8,849 | 0.34% | — | 44 | +287,517 | New | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 279,184 | 8,593 | 0.04% | 0.04% | 45 | +10,535 | 3.92% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 274,491 | 8,435 | 0.0% | 0.0% | 46 | +26,074 | 10.5% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 258,859 | 7,967 | 0.0% | — | 47 | +258,859 | New | Q1 2026 | May 15, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 255,404 | 7,861 | 0.83% | 0.83% | 48 | +9,926 | 4.04% | Q1 2026 | May 11, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 239,567 | 7,373 | 1.44% | 1.4% | 49 | +4,119 | 1.75% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 237,093 | 7,297 | 0.04% | 0.04% | 50 | -560 | -0.24% | Q1 2026 | May 08, 2026 |
| MATAURO, LLC | History | Added to | 225,356 | 6,936 | 1.0% | 0.79% | 51 | +53,734 | 31.31% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 223,291 | 6,872 | 0.0% | 0.0% | 52 | +18,034 | 8.79% | Q1 2026 | May 07, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 221,059 | 6,804 | 0.16% | 0.15% | 53 | +2,116 | 0.97% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 217,909 | 6,707 | 0.1% | 0.1% | 54 | +1,302 | 0.6% | Q1 2026 | Apr 17, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 215,864 | 6,644 | 2.67% | 2.75% | 55 | -26,533 | -10.95% | Q1 2026 | Apr 13, 2026 |
| RiverGlades Family Offices LLC | History | New | 214,568 | 6,604 | 3.88% | — | 56 | +214,568 | New | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 213,995 | 6,587 | 0.02% | 0.02% | 57 | +9,113 | 4.45% | Q1 2026 | Apr 30, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 208,817 | 6,427 | 4.77% | 4.96% | 58 | -19,485 | -8.53% | Q1 2026 | Apr 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 208,803 | 6,426 | 0.02% | — | 59 | +208,803 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 198,750 | 6,117 | 0.05% | 0.05% | 60 | +10,712 | 5.7% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 198,189 | 6,100 | 0.0% | 0.01% | 61 | -1,945,108 | -90.75% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 195,468 | 6,016 | 0.07% | 0.05% | 62 | +58,612 | 42.83% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Reduced | 139,107 | 5,878 | 0.01% | 0.01% | 63 | -10,898 | -7.27% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 190,748 | 5,871 | 0.01% | 0.01% | 64 | +31,516 | 19.79% | Q1 2026 | May 13, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Added to | 187,563 | 5,773 | 0.42% | 0.38% | 65 | +13,100 | 7.51% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 187,258 | 5,764 | 0.1% | — | 66 | +187,258 | New | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 182,238 | 5,609 | 0.01% | 0.02% | 67 | -8,359 | -4.39% | Q1 2026 | May 14, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 181,490 | 5,586 | 1.68% | 2.18% | 68 | -53,510 | -22.77% | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 173,006 | 5,325 | 0.04% | — | 69 | +173,006 | New | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 171,804 | 5,288 | 0.01% | 0.02% | 70 | -36,424 | -17.49% | Q1 2026 | May 04, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 168,888 | 5,198 | 0.13% | 0.14% | 71 | -4,287 | -2.48% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 161,742 | 4,978 | 0.01% | 0.01% | 72 | -6,612 | -3.93% | Q1 2026 | May 05, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 144,472 | 4,446 | 0.25% | 0.32% | 73 | -40,058 | -21.71% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 140,867 | 4,335 | 0.01% | 0.01% | 74 | -3,622 | -2.51% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 140,209 | 4,308 | 0.21% | 0.2% | 75 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 139,022 | 4,279 | 0.01% | 0.01% | 76 | -10,074 | -6.76% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 138,692 | 4,259 | 0.0% | 0.0% | 77 | +9,878 | 7.67% | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 134,750 | 4,147 | 0.15% | 0.15% | 78 | -200 | -0.15% | Q1 2026 | May 15, 2026 |
| Generation Capital Management LLC | History | Added to | 134,002 | 4,124 | 3.01% | 2.5% | 79 | +8,306 | 6.61% | Q1 2026 | May 08, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 128,258 | 3,947 | 0.72% | 0.61% | 80 | +10,665 | 9.07% | Q1 2026 | Apr 10, 2026 |
| Sowell Financial Services LLC | History | Reduced | 126,330 | 3,888 | 0.14% | 0.15% | 81 | -3,297 | -2.54% | Q1 2026 | Apr 20, 2026 |
| Ridgewood Investments LLC | History | New | 126,250 | 3,885 | 1.59% | — | 82 | +126,250 | New | Q1 2026 | Apr 03, 2026 |
| Aries Wealth Management | History | Added to | 126,185 | 3,883 | 0.85% | 0.84% | 83 | +3,014 | 2.45% | Q1 2026 | May 14, 2026 |
| TERRIL BROTHERS, INC. | History | Reduced | 124,885 | 3,843 | 1.05% | 1.01% | 84 | -255 | -0.2% | Q1 2026 | May 06, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 119,208 | 3,669 | 0.28% | 0.29% | 85 | -1,465 | -1.21% | Q1 2026 | May 07, 2026 |
| Empowered Funds, LLC | History | Added to | 118,437 | 3,633 | 0.02% | 0.05% | 86 | +13,431 | 12.79% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 113,744 | 3,501 | 0.0% | 0.0% | 87 | +2,242 | 2.01% | Q1 2026 | May 12, 2026 |
| Tandem Investment Partners LLC | History | Added to | 108,025 | 3,325 | 2.82% | 2.66% | 88 | +5,425 | 5.29% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 106,443 | 3,276 | 0.04% | 0.04% | 89 | +1,641 | 1.57% | Q1 2026 | Apr 20, 2026 |
| Gould Capital, LLC | History | Added to | 105,351 | 3,242 | 1.96% | 1.83% | 90 | +8,937 | 9.27% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 104,194 | 3,207 | 2.54% | 2.54% | 91 | -147 | -0.14% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 103,906 | 3,185 | 0.01% | 0.01% | 92 | -59,561 | -36.44% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Added to | 103,130 | 3,174 | 0.15% | 0.14% | 93 | +9,386 | 10.01% | Q1 2026 | May 05, 2026 |
| Hilltop Holdings Inc. | History | Added to | 101,470 | 3,123 | 0.28% | 0.11% | 94 | +42,171 | 71.12% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 99,006 | 3,044 | 0.34% | 0.3% | 95 | +28,607 | 40.64% | Q1 2026 | May 12, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 93,469 | 2,876 | 0.82% | 0.82% | 96 | +1,225 | 1.33% | Q1 2026 | Apr 15, 2026 |
| BCS Wealth Management | History | Reduced | 92,882 | 2,858 | 0.58% | 0.59% | 97 | -97,537 | -51.22% | Q1 2026 | Apr 17, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 89,545 | 2,756 | 1.05% | 0.74% | 98 | -9,489 | -9.58% | Q1 2026 | May 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 89,401 | 2,751 | 0.02% | 0.02% | 99 | +4,703 | 5.55% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | New | 87,260 | 2,685 | 0.9% | — | 100 | +87,260 | New | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 86,140 | 2,651 | 0.03% | 0.03% | 101 | +22,993 | 36.41% | Q1 2026 | May 11, 2026 |
| Carr Financial Group Corp | History | Added to | 81,728 | 2,515 | 0.66% | 0.61% | 102 | +6,694 | 8.92% | Q1 2026 | May 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 78,600 | 2,419 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tranquilli Financial Advisor LLC | History | New | 76,301 | 2,348 | 1.37% | — | 104 | +76,301 | New | Q1 2026 | May 11, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 75,680 | 2,329 | 1.14% | — | 105 | +75,680 | New | Q1 2026 | Apr 09, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 75,124 | 2,312 | 1.02% | 1.22% | 106 | -12,217 | -13.99% | Q1 2026 | Apr 15, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 72,624 | 2,238 | 1.5% | — | 107 | +72,624 | New | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 72,288 | 2,225 | 0.04% | 0.05% | 108 | -2,951 | -3.92% | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 69,227 | 2,130 | 0.08% | 0.04% | 109 | +40,323 | 139.51% | Q1 2026 | May 19, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 69,021 | 2,124 | 1.38% | 1.42% | 110 | +3,992 | 6.14% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 58,255 | 1,793 | 0.01% | 0.01% | 111 | +2,144 | 3.82% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 57,653 | 1,771 | 0.01% | 0.01% | 112 | -4,027 | -6.53% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 56,709 | 1,745 | 0.08% | 0.08% | 113 | -562 | -0.98% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 55,454 | 1,706 | 0.06% | 0.0% | 114 | -1,234 | -2.18% | Q1 2026 | Apr 23, 2026 |
| 10Elms LLP | History | Added to | 51,585 | 1,587 | 1.0% | 0.31% | 115 | +40,455 | 363.48% | Q1 2026 | May 15, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 50,272 | 1,547 | 1.39% | 1.79% | 116 | +3,491 | 7.46% | Q1 2026 | Apr 23, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 50,213 | 1,545 | 0.3% | 0.58% | 117 | -46,686 | -48.18% | Q1 2026 | Apr 07, 2026 |
| Crews Bank & Trust | History | Reduced | 44,960 | 1,383 | 0.2% | 0.2% | 118 | -440 | -0.97% | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 44,639 | 1,373 | 0.27% | 0.32% | 119 | -5,295 | -10.6% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 43,720 | 1,345 | 0.03% | 0.03% | 120 | +5,433 | 14.19% | Q1 2026 | May 04, 2026 |
| Hudson Portfolio Management LLC | History | Reduced | 43,445 | 1,337 | 1.13% | 1.16% | 121 | -350 | -0.8% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 43,390 | 1,335 | 0.01% | 0.01% | 122 | +10,977 | 33.87% | Q1 2026 | May 15, 2026 |
| Ceeto Capital Group, LLC | History | Added to | 43,000 | 1,324 | 0.41% | 0.3% | 123 | +10,000 | 30.3% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 41,844 | 1,287 | 0.09% | 0.11% | 124 | -5,480 | -11.58% | Q1 2026 | May 05, 2026 |
| Elevation Capital Advisory, LLC | History | New | 41,729 | 1,284 | 0.55% | — | 125 | +41,729 | New | Q1 2026 | May 08, 2026 |
| Virtue Capital Management, LLC | History | New | 41,270 | 1,268 | 0.19% | — | 126 | +41,270 | New | Q1 2026 | May 07, 2026 |
| Portland Financial Advisors Inc | History | No change | 41,042 | 1,263 | 2.63% | 2.68% | 127 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CVA Family Office, LLC | History | Added to | 40,245 | 1,238 | 0.13% | 0.14% | 128 | +112 | 0.28% | Q1 2026 | Apr 29, 2026 |
| McBroom & Associates, LLC | History | Reduced | 39,684 | 1,221 | 0.68% | 0.71% | 129 | -7,599 | -16.07% | Q1 2026 | Apr 22, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 39,600 | 1,218 | 0.05% | 0.05% | 130 | -1,500 | -3.65% | Q1 2026 | Apr 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 39,364 | 1,211 | 0.02% | 0.02% | 131 | -2,473 | -5.91% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 38,758 | 1,192 | 0.03% | 0.02% | 132 | +11,041 | 39.83% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 38,388 | 1,181 | 0.04% | 0.04% | 133 | +3,830 | 11.08% | Q1 2026 | Apr 28, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 38,300 | 1,178 | 0.06% | 0.06% | 134 | -25 | -0.07% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 36,943 | 1,137 | 0.0% | 0.0% | 135 | +1,547 | 4.37% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,604 | 1,065 | 0.0% | 0.01% | 136 | -5,982 | -14.74% | Q1 2026 | Apr 30, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 34,552 | 1,063 | 0.08% | 0.07% | 137 | -448 | -1.28% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 34,218 | 1,053 | 0.01% | 0.03% | 138 | -152,279 | -81.65% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 34,143 | 1,050 | 0.15% | 0.14% | 139 | -386 | -1.12% | Q1 2026 | May 15, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | New | 33,513 | 1,029 | 0.47% | — | 140 | +33,513 | New | Q1 2026 | Apr 23, 2026 |
| Keel Point, LLC | History | No change | 33,000 | 1,014 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 30,610 | 942 | 0.01% | 0.0% | 142 | +11,147 | 57.27% | Q1 2026 | May 15, 2026 |
| Old Port Advisors | History | Reduced | 29,930 | 921 | 0.21% | 0.26% | 143 | -4,751 | -13.7% | Q1 2026 | Apr 06, 2026 |
| Mount Lucas Management LP | History | Added to | 29,600 | 911 | 0.34% | 0.33% | 144 | +2,717 | 10.11% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 29,240 | 900 | 0.01% | 0.01% | 145 | -2,333 | -7.39% | Q1 2026 | Apr 28, 2026 |
| Omnitrust Wealth Management, Inc | History | Added to | 29,269 | 900 | 1.17% | 1.11% | 146 | +809 | 2.84% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 29,151 | 897 | 0.01% | — | 147 | +29,151 | New | Q1 2026 | May 13, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 28,730 | 884 | 0.24% | 0.23% | 148 | +529 | 1.88% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 28,666 | 882 | 0.02% | 0.03% | 149 | -3,821 | -11.76% | Q1 2026 | May 04, 2026 |
| SYKON CAPITAL LLC | History | Added to | 28,661 | 882 | 0.29% | 0.28% | 150 | +119 | 0.42% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 28,471 | 876 | 0.0% | 0.0% | 151 | +840 | 3.04% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 28,184 | 867 | 0.01% | 0.01% | 152 | +1,256 | 4.66% | Q1 2026 | May 12, 2026 |
| Uncommon Cents Investing LLC | History | Reduced | 28,178 | 867 | 0.2% | 0.21% | 153 | -72 | -0.25% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 27,980 | 861 | 0.0% | 0.0% | 154 | +7,277 | 35.15% | Q1 2026 | May 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 27,935 | 859 | 0.15% | 0.17% | 155 | -3,160 | -10.16% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 26,964 | 829 | 0.03% | 0.03% | 156 | +110 | 0.41% | Q1 2026 | May 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 26,891 | 827 | 0.1% | 0.11% | 157 | -4,259 | -13.67% | Q1 2026 | May 05, 2026 |
| GeoWealth Management, LLC | History | Added to | 26,727 | 822 | 0.03% | 0.03% | 158 | +1,167 | 4.57% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 24,809 | 763 | 0.02% | 0.01% | 159 | +10,514 | 73.55% | Q1 2026 | Apr 29, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 24,761 | 762 | 0.18% | 0.18% | 160 | +145 | 0.59% | Q1 2026 | May 07, 2026 |
| StoneX Group Inc. | History | No change | 24,386 | 749 | 0.04% | 0.03% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Eagle Capital Management, LLC | History | No change | 24,278 | 747 | 0.29% | 0.27% | 162 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 24,093 | 741 | 0.09% | 0.05% | 163 | +10,949 | 83.3% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 23,402 | 720 | 0.04% | 0.02% | 165 | +12,047 | 106.09% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 23,413 | 720 | 0.01% | 0.01% | 164 | -9,562 | -29.0% | Q1 2026 | May 15, 2026 |
| Unify Financial Advisors | History | Added to | 23,006 | 708 | 0.73% | 0.68% | 166 | +1,741 | 8.19% | Q1 2026 | Apr 23, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 22,830 | 702 | 0.57% | 0.57% | 167 | +200 | 0.88% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 22,738 | 699 | 0.02% | 0.02% | 168 | -226 | -0.98% | Q1 2026 | May 15, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 22,453 | 673 | 0.16% | 0.18% | 169 | -3,960 | -14.99% | Q1 2026 | Apr 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 21,767 | 669 | 0.02% | 0.04% | 170 | -15,093 | -40.95% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,632 | 664 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 21,418 | 656 | 0.05% | 0.04% | 172 | +1,249 | 6.19% | Q1 2026 | May 01, 2026 |
| TritonPoint Partners, LLC | History | No change | 20,700 | 637 | 0.23% | 0.34% | 173 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 20,555 | 632 | 0.07% | 0.12% | 174 | -8,085 | -28.23% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 20,374 | 627 | 0.0% | 0.0% | 175 | -5,545 | -21.39% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 20,121 | 619 | 0.05% | 0.06% | 176 | -5,486 | -21.42% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 19,722 | 606 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 18,781 | 578 | 0.0% | — | 178 | +18,781 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | No change | 18,750 | 577 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Added to | 18,744 | 576 | 0.0% | 0.0% | 180 | +28 | 0.15% | Q1 2026 | May 15, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 18,670 | 574 | 0.16% | 0.14% | 181 | -75 | -0.4% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 18,866 | 572 | 0.0% | 0.0% | 182 | -1,467 | -7.21% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 18,225 | 560 | 0.0% | — | 183 | +18,225 | New | Q1 2026 | May 15, 2026 |
| Advisor Resource Council | History | Added to | 18,110 | 557 | 0.18% | 0.17% | 184 | +2,807 | 18.34% | Q1 2026 | May 07, 2026 |
| Modera Wealth Management, LLC | History | Added to | 17,566 | 540 | 0.01% | 0.01% | 185 | +27 | 0.15% | Q1 2026 | May 06, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 16,757 | 515 | 0.01% | 0.01% | 186 | +4,612 | 37.97% | Q1 2026 | May 04, 2026 |
| WJ Wealth Management, LLC | History | No change | 16,665 | 512 | 0.24% | 0.22% | 187 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hershey Financial Advisers, LLC | History | New | 16,443 | 506 | 0.44% | — | 188 | +16,443 | New | Q1 2026 | May 06, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 15,780 | 485 | 0.32% | 0.33% | 189 | +135 | 0.86% | Q1 2026 | Apr 23, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 15,697 | 482 | 0.09% | 0.09% | 190 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 15,468 | 475 | 0.11% | 0.12% | 191 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 15,195 | 467 | 0.01% | 0.01% | 192 | +912 | 6.39% | Q1 2026 | Apr 14, 2026 |
| Centennial Bank/AR/ | History | Reduced | 15,131 | 465 | 0.17% | 0.28% | 193 | -8,147 | -35.0% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 14,598 | 449 | 0.0% | — | 194 | +14,598 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,530 | 447 | 0.01% | 0.01% | 195 | -1,000 | -6.44% | Q1 2026 | Apr 23, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 14,426 | 444 | 0.04% | 0.07% | 196 | -9,807 | -40.47% | Q1 2026 | Apr 16, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 14,382 | 442 | 0.09% | 0.12% | 197 | -3,173 | -18.07% | Q1 2026 | May 15, 2026 |
| Samara Investment Management, LLC | History | New | 14,124 | 434 | 0.45% | — | 198 | +14,124 | New | Q1 2026 | May 07, 2026 |
| Apella Capital, LLC | History | Reduced | 14,111 | 433 | 0.01% | 0.01% | 199 | -356 | -2.46% | Q1 2026 | Apr 20, 2026 |
| Worth Asset Management, LLC | History | Reduced | 13,961 | 429 | 0.16% | 0.18% | 200 | -198 | -1.4% | Q1 2026 | Apr 17, 2026 |
| MTM Investment Management, LLC | History | Added to | 13,849 | 426 | 0.13% | 0.13% | 201 | +233 | 1.71% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 13,789 | 423 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 13,669 | 420 | 0.01% | 0.01% | 203 | +912 | 7.15% | Q1 2026 | Apr 09, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 13,610 | 418 | 0.29% | 0.34% | 204 | -3,500 | -20.46% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 13,564 | 417 | 0.0% | — | 205 | +13,564 | New | Q1 2026 | May 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 13,367 | 411 | 0.06% | 0.07% | 206 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,204 | 406 | 0.0% | 0.0% | 207 | -5,491 | -29.37% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | New | 12,992 | 399 | 0.0% | — | 209 | +12,992 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 12,992 | 399 | 0.0% | 0.0% | 208 | +12,379 | 2019.41% | Q1 2026 | May 15, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 12,900 | 397 | 0.19% | 0.49% | 210 | -20,100 | -60.91% | Q1 2026 | May 01, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,881 | 396 | 0.02% | 0.02% | 211 | +365 | 2.92% | Q1 2026 | Apr 27, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 12,814 | 394 | 0.04% | 0.04% | 212 | -881 | -6.43% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 12,759 | 392 | 0.04% | 0.02% | 213 | +4,151 | 48.22% | Q1 2026 | May 01, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 12,447 | 383 | 0.08% | 0.09% | 214 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 12,447 | 382 | 0.02% | 0.02% | 215 | -4,941 | -28.42% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,332 | 379 | 0.0% | 0.0% | 216 | +15 | 0.12% | Q1 2026 | May 12, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 12,260 | 377 | 0.14% | 0.14% | 217 | +190 | 1.57% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 12,130 | 373 | 0.0% | — | 218 | +12,130 | New | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,061 | 371 | 0.01% | 0.01% | 219 | +1,208 | 11.13% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 11,993 | 369 | 0.02% | — | 220 | +11,993 | New | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 11,964 | 368 | 0.03% | 0.05% | 222 | -7,117 | -37.3% | Q1 2026 | May 01, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 11,967 | 368 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HRT FINANCIAL LP | History | New | 11,679 | 359 | 0.0% | — | 223 | +11,679 | New | Q1 2026 | May 14, 2026 |
| CAP Partners, LLC | History | Added to | 11,535 | 355 | 0.2% | 0.2% | 224 | +58 | 0.51% | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | Added to | 11,335 | 348 | 0.0% | 0.0% | 225 | +1,626 | 16.75% | Q1 2026 | Apr 08, 2026 |
| Tactive Advisors, LLC | History | Reduced | 11,287 | 347 | 0.1% | 0.12% | 226 | -1,907 | -14.45% | Q1 2026 | Apr 16, 2026 |
| Valpey Financial Services, LLC | History | Added to | 11,292 | 347 | 0.23% | 0.21% | 227 | +438 | 4.04% | Q1 2026 | May 11, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 11,201 | 344 | 0.11% | 0.11% | 228 | +765 | 7.33% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | New | 10,755 | 331 | 0.01% | — | 229 | +10,755 | New | Q1 2026 | Apr 10, 2026 |
| Mosley Wealth Management | History | Reduced | 10,587 | 326 | 0.15% | 0.18% | 230 | -2,044 | -16.18% | Q1 2026 | Apr 27, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 10,482 | 322 | 0.08% | 0.09% | 231 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vantage Investment Partners, LLC | History | No change | 10,365 | 319 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 10,116 | 311 | 0.01% | 0.01% | 233 | -1,305 | -11.43% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 10,115 | 311 | 0.01% | 0.01% | 234 | +606 | 6.37% | Q1 2026 | Apr 24, 2026 |
| Synergy Asset Management, LLC | History | No change | 10,000 | 307 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 9,828 | 302 | 0.17% | — | 237 | +9,828 | New | Q1 2026 | May 19, 2026 |
| Auour Investments LLC | History | Reduced | 9,836 | 302 | 0.09% | 0.1% | 236 | -17 | -0.17% | Q1 2026 | Apr 20, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 9,646 | 296 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MCF Advisors LLC | History | Reduced | 9,491 | 292 | 0.01% | 0.02% | 239 | -1,476 | -13.46% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 9,509 | 292 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Warner Group LLC | History | New | 9,427 | 290 | 0.19% | — | 241 | +9,427 | New | Q1 2026 | Apr 29, 2026 |
| Opulen Financial Group LLC | History | Reduced | 9,420 | 289 | 0.2% | 0.23% | 242 | -677 | -6.7% | Q1 2026 | Apr 29, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 9,374 | 288 | 0.0% | 0.0% | 243 | -3,154 | -25.18% | Q1 2026 | May 13, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 9,098 | 280 | 0.16% | 0.16% | 244 | +911 | 11.13% | Q1 2026 | Apr 22, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 8,737 | 268 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 8,470 | 260 | 0.02% | — | 246 | +8,470 | New | Q1 2026 | May 07, 2026 |
| Traub Capital Management LLC | History | Added to | 8,369 | 257 | 0.25% | 0.2% | 247 | +1,630 | 24.19% | Q1 2026 | Apr 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 8,322 | 256 | 0.1% | 0.13% | 248 | -1,797 | -17.76% | Q1 2026 | Apr 17, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 8,332 | 256 | 0.09% | 0.09% | 249 | +53 | 0.64% | Q1 2026 | Apr 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 8,066 | 248 | 0.03% | 0.03% | 250 | -1,332 | -14.17% | Q1 2026 | Apr 28, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 7,802 | 240 | 0.17% | 0.2% | 251 | -1,258 | -13.89% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 7,786 | 239 | 0.0% | — | 252 | +7,786 | New | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Added to | 7,731 | 237 | 0.01% | 0.01% | 254 | +104 | 1.36% | Q1 2026 | Apr 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 7,715 | 237 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hickory Point Bank & Trust | History | Added to | 7,580 | 233 | 0.15% | 0.17% | 255 | +80 | 1.07% | Q1 2026 | Apr 03, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 7,517 | 231 | 0.11% | — | 256 | +7,517 | New | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 7,437 | 228 | 0.01% | 0.01% | 258 | +43 | 0.58% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 7,430 | 228 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 7,360 | 226 | 0.01% | 0.34% | 259 | -295,461 | -97.57% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | No change | 7,347 | 226 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Simplicity Wealth,LLC | History | New | 7,286 | 224 | 0.01% | — | 261 | +7,286 | New | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | New | 7,214 | 222 | 0.0% | — | 262 | +7,214 | New | Q1 2026 | Apr 27, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 7,172 | 220 | 0.17% | 0.29% | 264 | -5,548 | -43.62% | Q1 2026 | Apr 20, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,163 | 220 | 0.01% | 0.01% | 263 | -80 | -1.1% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,098 | 218 | 0.0% | 0.0% | 265 | +1,062 | 17.59% | Q1 2026 | May 08, 2026 |
| My Personal CFO, LLC | History | No change | 7,000 | 215 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 6,869 | 211 | 0.07% | — | 267 | +6,869 | New | Q1 2026 | May 04, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 6,810 | 209 | 0.01% | 0.02% | 269 | -281,261 | -97.64% | Q1 2026 | May 12, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 6,815 | 209 | 0.05% | 0.05% | 268 | -260 | -3.67% | Q1 2026 | May 08, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 2,276 | 208 | 0.36% | — | 271 | +2,276 | New | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 6,763 | 208 | 0.02% | 0.01% | 270 | -76 | -1.11% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 6,727 | 207 | 0.01% | 0.02% | 272 | +43 | 0.64% | Q1 2026 | May 07, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 6,720 | 206 | 0.06% | 0.06% | 273 | -75 | -1.1% | Q1 2026 | Apr 16, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 6,512 | 200 | 0.16% | 0.14% | 274 | -87 | -1.32% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,115 | 157 | 0.01% | 0.02% | 275 | -829 | -13.95% | Q1 2026 | Apr 30, 2026 |
| Hyposwiss Advisors SA | History | No change | 4,630 | 142 | 0.14% | 0.14% | 276 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | No change | 4,600 | 141 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 4,337 | 133 | 0.13% | 0.12% | 278 | +521 | 13.65% | Q1 2026 | May 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 3,965 | 122 | 0.01% | 0.01% | 279 | +25 | 0.63% | Q1 2026 | Apr 20, 2026 |
| Addison Advisors LLC | History | No change | 3,825 | 117 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 3,250 | 100 | 0.01% | 0.0% | 281 | +1,626 | 100.12% | Q1 2026 | Apr 17, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 3,258 | 100 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caldwell Trust Co | History | No change | 3,060 | 94 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,028 | 93 | 0.0% | 0.0% | 284 | +28 | 0.93% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,611 | 80 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 74,081 | 74 | 0.0% | 0.01% | 286 | +11,249 | 17.9% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,189 | 67 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,134 | 65 | 0.03% | 0.03% | 288 | +198 | 10.23% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,088 | 64 | 0.05% | 0.05% | 289 | +14 | 0.68% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,025 | 62 | 0.0% | 0.0% | 290 | +5 | 0.25% | Q1 2026 | May 13, 2026 |
| Coastline Trust Co | History | No change | 1,990 | 61 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 1,946 | 59 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 1,665 | 51 | 0.02% | 0.02% | 293 | +1 | 0.06% | Q1 2026 | May 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 1,623 | 49 | 0.04% | — | 295 | +1,623 | New | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,600 | 49 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,500 | 46 | 0.0% | — | 296 | +1,489 | 13536.36% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | No change | 1,455 | 44 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Reduced | 1,419 | 43 | 0.0% | 0.0% | 298 | -10 | -0.7% | Q1 2026 | May 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,349 | 41 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | No change | 1,300 | 40 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 14, 2026 |