MEXICAN ECONOMIC DEVELOPMENT INC - FMX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | History | Added to | 12,902,253 | 1,432,924 | 2.43% | 2.22% | 1 | +395,038 | 3.16% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,218,709 | 690,649 | 0.12% | 0.1% | 2 | +193,432 | 3.21% | Q1 2026 | May 15, 2026 |
| HARDING LOEVNER LP | History | Reduced | 5,558,756 | 617,384 | 6.35% | 5.28% | 3 | -375,503 | -6.33% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 3,557,459 | 395,091 | 0.02% | 0.02% | 4 | -414 | -0.01% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 3,123,510 | 346,897 | 0.09% | 0.1% | 5 | -727,372 | -18.89% | Q1 2026 | Apr 30, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 3,037,796 | 337,377 | 0.34% | 0.29% | 6 | -458,570 | -13.12% | Q1 2026 | May 08, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 2,884,741 | 311,869 | 0.26% | 0.23% | 7 | -71,414 | -2.42% | Q1 2026 | May 14, 2026 |
| HARRIS ASSOCIATES L P | History | Reduced | 2,243,620 | 249,176 | 0.33% | 0.35% | 8 | -461,096 | -17.05% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,656,241 | 183,942 | 0.03% | 0.02% | 9 | +411,421 | 33.05% | Q1 2026 | May 12, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 1,386,705 | 153,259 | 3.56% | 0.99% | 10 | +977,148 | 238.59% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 1,053,165 | 116,964 | 0.17% | 0.11% | 11 | +282,138 | 36.59% | Q1 2026 | Apr 21, 2026 |
| ANTIPODES PARTNERS Ltd | History | Added to | 996,560 | 110,677 | 2.13% | 2.04% | 12 | +33,870 | 3.52% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 994,207 | 107,483 | 0.01% | 0.01% | 13 | -292,394 | -22.73% | Q1 2026 | May 13, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | Reduced | 825,168 | 91,643 | 3.28% | 3.29% | 14 | -83,481 | -9.19% | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 803,253 | 89,209 | 0.66% | 0.46% | 15 | +130,405 | 19.38% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 793,765 | 88,155 | 0.06% | 0.04% | 16 | +146,355 | 22.61% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 698,611 | 77,625 | 0.1% | — | 17 | +698,611 | New | Q1 2026 | May 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 640,916 | 71,180 | 0.12% | 0.11% | 18 | -26,353 | -3.95% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 639,803 | 71,057 | 0.12% | 0.1% | 19 | -26,641 | -4.0% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 613,753 | 68,163 | 0.02% | 0.02% | 20 | +54,786 | 9.8% | Q1 2026 | May 15, 2026 |
| Black Creek Investment Management Inc. | History | Reduced | 589,801 | 65,503 | 3.51% | 3.6% | 21 | -127,761 | -17.8% | Q1 2026 | May 13, 2026 |
| Northcape Capital Pty Ltd | History | Added to | 494,108 | 54,875 | 6.33% | 5.34% | 22 | +45,669 | 10.18% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 526,391 | 53,202 | 0.09% | 0.09% | 23 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| USS Investment Management Ltd | History | Added to | 462,624 | 51,385 | 0.2% | 0.15% | 24 | +143,430 | 44.94% | Q1 2026 | Apr 24, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 446,776 | 49,618 | 0.01% | 0.01% | 25 | -8,628 | -1.89% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 421,392 | 46,799 | 0.0% | 0.0% | 26 | -5,612 | -1.31% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 418,560 | 46,485 | 0.0% | 0.0% | 27 | +843 | 0.2% | Q1 2026 | May 15, 2026 |
| LBP AM SA | History | Reduced | 414,582 | 46,043 | 0.63% | 0.62% | 28 | -114,798 | -21.69% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 404,135 | 44,883 | 0.0% | 0.0% | 29 | -10,908 | -2.63% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 376,897 | 41,858 | 0.3% | 0.16% | 30 | +173,399 | 85.21% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 312,324 | 34,686 | 0.01% | 0.01% | 31 | +39,639 | 14.54% | Q1 2026 | May 04, 2026 |
| Skerryvore Asset Management Ltd | History | Reduced | 267,868 | 30,831 | 25.66% | 27.69% | 32 | -83,553 | -23.78% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 276,691 | 30,729 | 0.12% | 0.11% | 33 | -18,891 | -6.39% | Q1 2026 | Apr 24, 2026 |
| SEI INVESTMENTS CO | History | Added to | 236,168 | 26,228 | 0.02% | 0.02% | 34 | +27,439 | 13.15% | Q1 2026 | May 13, 2026 |
| Cook & Bynum Capital Management, LLC | History | No change | 233,445 | 25,926 | 20.88% | 19.72% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | No change | 201,200 | 22,345 | 0.15% | 0.14% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 197,032 | 21,876 | 0.0% | 0.0% | 37 | -1,043 | -0.53% | Q1 2026 | May 07, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 181,075 | 20,110 | 0.08% | 0.07% | 38 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 180,905 | 20,091 | 0.0% | 0.0% | 39 | -67,749 | -27.25% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 178,859 | 19,864 | 0.01% | 0.01% | 40 | -17,838 | -9.07% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 176,865 | 19,642 | 0.0% | 0.01% | 41 | -76,485 | -30.19% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 169,444 | 18,819 | 0.0% | 0.0% | 42 | +95,498 | 129.15% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 166,009 | 18,436 | 0.04% | 0.02% | 43 | +87,663 | 111.89% | Q1 2026 | May 11, 2026 |
| Sustainable Growth Advisers, LP | History | Added to | 165,107 | 18,336 | 0.17% | 0.11% | 44 | +9,668 | 6.22% | Q1 2026 | May 11, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 154,363 | 17,143 | 0.09% | 0.02% | 45 | +120,459 | 355.29% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 148,391 | 16,480 | 0.01% | 0.01% | 46 | -27,227 | -15.5% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | New | 146,691 | 16,291 | 0.02% | — | 47 | +146,691 | New | Q1 2026 | May 06, 2026 |
| Perpetual Ltd | History | Added to | 144,876 | 16,089 | 0.25% | 0.12% | 48 | +59,809 | 70.31% | Q1 2026 | Apr 14, 2026 |
| Value Partners Investments Inc. | History | No change | 137,109 | 15,245 | 1.16% | 1.06% | 49 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 136,842 | 15,197 | 0.0% | 0.01% | 50 | -430,876 | -75.9% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 134,708 | 14,961 | 0.02% | 0.02% | 51 | +2,933 | 2.23% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 134,403 | 14,926 | 0.0% | 0.0% | 52 | +76,033 | 130.26% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 131,596 | 14,615 | 0.0% | 0.0% | 53 | +13,141 | 11.09% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 114,089 | 12,657 | 0.02% | — | 54 | +114,089 | New | Q1 2026 | May 13, 2026 |
| INCA Investments LLC | History | Reduced | 110,104 | 12,228 | 4.34% | 13.97% | 55 | -285,157 | -72.14% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 106,766 | 11,484 | 0.01% | 0.0% | 56 | +106,502 | 40341.67% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 103,058 | 11,445 | 0.0% | 0.0% | 57 | -4,615 | -4.29% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 95,437 | 10,460 | 0.0% | 0.0% | 58 | +83,560 | 703.54% | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | Added to | 90,614 | 10,063 | 0.16% | 0.15% | 59 | +11,397 | 14.39% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 88,579 | 9,837 | 0.03% | 0.06% | 60 | -91,172 | -50.72% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 87,904 | 9,753 | 0.0% | 0.0% | 61 | +29,173 | 49.67% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | New | 86,530 | 9,610 | 0.0% | — | 62 | +86,530 | New | Q1 2026 | May 06, 2026 |
| Fundamenta Capital S.A. | History | Reduced | 83,841 | 9,311 | 8.0% | 9.27% | 63 | -50,000 | -37.36% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 78,605 | 8,730 | 0.02% | 0.0% | 64 | +76,218 | 3193.05% | Q1 2026 | Apr 22, 2026 |
| MARSHALL WACE, LLP | History | Added to | 78,230 | 8,688 | 0.01% | 0.0% | 65 | +62,265 | 390.01% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 75,440 | 8,378 | 0.08% | 0.08% | 66 | -6,792 | -8.26% | Q1 2026 | May 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 71,269 | 7,915 | 0.07% | 0.07% | 67 | -2,484 | -3.37% | Q1 2026 | May 08, 2026 |
| Janney Capital Management LLC | History | No change | 77,656 | 7,849 | 0.49% | 0.49% | 68 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 68,255 | 7,580 | 0.0% | 0.0% | 69 | +8,972 | 15.13% | Q1 2026 | May 11, 2026 |
| ABS Direct Equity Fund LLC | History | Reduced | 65,300 | 7,252 | 5.54% | 7.94% | 70 | -760 | -1.15% | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 53,829 | 5,978 | 0.02% | 0.01% | 71 | +6,291 | 13.23% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 52,296 | 5,688 | 0.01% | 0.0% | 72 | +43,845 | 518.81% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 49,609 | 5,509 | 0.01% | 0.01% | 73 | -3,674 | -6.9% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 51,423 | 5,197 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 45,951 | 5,103 | 0.01% | 0.01% | 75 | +12,788 | 38.56% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 45,561 | 5,060 | 0.06% | 0.06% | 76 | -1,333 | -2.84% | Q1 2026 | Apr 23, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 43,578 | 4,839 | 0.44% | 0.37% | 77 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 42,550 | 4,725 | 0.0% | 0.0% | 78 | -10,146 | -19.25% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 41,304 | 4,587 | 0.0% | — | 79 | +41,304 | New | Q1 2026 | May 08, 2026 |
| Portland Global Advisors LLC | History | Added to | 40,385 | 4,485 | 0.48% | 0.43% | 80 | +383 | 0.96% | Q1 2026 | May 11, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Reduced | 40,031 | 4,445 | 2.46% | 2.44% | 81 | -951 | -2.32% | Q1 2026 | Apr 23, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 36,067 | 4,005 | 0.48% | 0.45% | 82 | -525 | -1.43% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Added to | 35,515 | 3,944 | 0.01% | 0.01% | 83 | +9,923 | 38.77% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 35,445 | 3,936 | 0.04% | 0.05% | 84 | -64 | -0.18% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 33,668 | 3,739 | 0.0% | 0.0% | 85 | -3,197 | -8.67% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 31,974 | 3,551 | 0.09% | 0.08% | 86 | +80 | 0.25% | Q1 2026 | Apr 29, 2026 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | History | Added to | 31,465 | 3,494 | 1.42% | 0.96% | 87 | +174 | 0.56% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 30,600 | 3,398 | 0.0% | 0.0% | 88 | -86,900 | -73.96% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 30,333 | 3,368 | 0.0% | 0.0% | 89 | -273 | -0.89% | Q1 2026 | May 13, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 29,151 | 3,237 | 0.04% | 0.03% | 90 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 28,951 | 3,215 | 0.01% | 0.01% | 91 | -1,238 | -4.1% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 28,891 | 3,207 | 0.0% | 0.0% | 92 | +1,291 | 4.68% | Q1 2026 | May 13, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 27,939 | 3,187 | 0.38% | 0.35% | 93 | +2,024 | 7.81% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 28,274 | 3,140 | 0.02% | 0.02% | 94 | -132 | -0.46% | Q1 2026 | Apr 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 27,959 | 3,105 | 0.0% | 0.0% | 95 | -2,768 | -9.01% | Q1 2026 | May 14, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 27,948 | 3,103 | 0.01% | 0.0% | 96 | -1 | -0.0% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | No change | 27,490 | 3,053 | 1.25% | 1.11% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Templeton & Phillips Capital Management, LLC | History | New | 27,200 | 3,020 | 2.46% | — | 98 | +27,200 | New | Q1 2026 | May 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 26,963 | 2,994 | 0.06% | 0.04% | 99 | +10,242 | 61.25% | Q1 2026 | Apr 27, 2026 |
| Callan Family Office, LLC | History | Added to | 26,442 | 2,936 | 0.07% | 0.06% | 100 | +311 | 1.19% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 25,302 | 2,810 | 0.0% | 0.0% | 101 | +2,875 | 12.82% | Q1 2026 | May 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 23,800 | 2,643 | 0.04% | 0.03% | 102 | -321 | -1.33% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 23,734 | 2,635 | 0.0% | 0.0% | 103 | +2,662 | 12.63% | Q1 2026 | May 12, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 22,647 | 2,515 | 0.02% | 0.02% | 104 | +1,425 | 6.71% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 21,345 | 2,370 | 0.0% | 0.01% | 105 | -11,628 | -35.27% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,446 | 2,270 | 0.0% | 0.0% | 106 | +6,349 | 45.04% | Q1 2026 | May 15, 2026 |
| FLOSSBACH VON STORCH SE | History | No change | 20,000 | 2,221 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aberdeen Group plc | History | Added to | 19,888 | 2,208 | 0.0% | 0.0% | 108 | +2,450 | 14.05% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,610 | 2,177 | 0.0% | 0.0% | 109 | +1,247 | 6.79% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 19,343 | 2,148 | 0.02% | 0.02% | 110 | +2,362 | 13.91% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 18,773 | 2,084 | 0.01% | 0.01% | 111 | -1,805 | -8.77% | Q1 2026 | Apr 24, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 18,683 | 2,074 | 0.0% | 0.0% | 112 | +4,084 | 27.97% | Q1 2026 | May 13, 2026 |
| Man Group plc | History | Reduced | 18,455 | 2,049 | 0.0% | 0.0% | 113 | -81 | -0.44% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,159 | 2,016 | 0.01% | 0.01% | 114 | +2,499 | 15.96% | Q1 2026 | May 13, 2026 |
| Madison Asset Management, LLC | History | Added to | 16,681 | 1,852 | 0.02% | 0.02% | 115 | +859 | 5.43% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 16,492 | 1,831 | 0.0% | 0.0% | 116 | -1,016 | -5.8% | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Added to | 16,297 | 1,809 | 0.03% | 0.02% | 117 | +1,618 | 11.02% | Q1 2026 | Apr 27, 2026 |
| NATIXIS | History | Added to | 14,900 | 1,654 | 0.01% | 0.0% | 118 | +4,200 | 39.25% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 14,429 | 1,602 | 0.0% | 0.0% | 119 | +1,050 | 7.85% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 14,066 | 1,562 | 0.02% | 0.02% | 120 | +184 | 1.33% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 13,788 | 1,531 | 0.0% | 0.0% | 121 | +6,750 | 95.91% | Q1 2026 | Apr 16, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 13,160 | 1,461 | 0.02% | 0.05% | 122 | -20,091 | -60.42% | Q1 2026 | May 11, 2026 |
| Sarasin & Partners LLP | History | Reduced | 13,000 | 1,443 | 0.02% | 0.02% | 123 | -2,000 | -13.33% | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,269 | 1,362 | 0.01% | 0.01% | 124 | +1,094 | 9.79% | Q1 2026 | May 05, 2026 |
| Brooklyn Investment Group | History | Added to | 12,073 | 1,340 | 0.04% | 0.03% | 125 | +5,494 | 83.51% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Reduced | 12,063 | 1,339 | 0.0% | 0.0% | 126 | -18 | -0.15% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 11,917 | 1,323 | 0.02% | 0.01% | 127 | +5,942 | 99.45% | Q1 2026 | May 15, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 11,882 | 1,319 | 0.0% | 0.0% | 128 | -851 | -6.68% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 11,309 | 1,255 | 0.05% | 0.03% | 129 | +3,144 | 38.51% | Q1 2026 | Apr 24, 2026 |
| Point Nemo Capital, LLC | History | New | 10,941 | 1,215 | 0.8% | — | 130 | +10,941 | New | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 10,210 | 1,133 | 0.03% | 0.04% | 131 | -1,373 | -11.85% | Q1 2026 | May 13, 2026 |
| Employees Retirement System of Texas | History | Reduced | 9,928 | 1,103 | 0.01% | 0.41% | 132 | -483,674 | -97.99% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 9,833 | 1,092 | 0.01% | 0.01% | 133 | -146 | -1.46% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 9,741 | 1,081 | 0.01% | 0.01% | 134 | -37 | -0.38% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 9,188 | 1,020 | 0.0% | 0.0% | 135 | -5,245 | -36.34% | Q1 2026 | Apr 30, 2026 |
| TCTC Holdings, LLC | History | No change | 9,026 | 1,002 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Councilmark Asset Management, LLC | History | Added to | 8,775 | 974 | 0.56% | 0.49% | 137 | +20 | 0.23% | Q1 2026 | May 12, 2026 |
| One Wealth Advisors, LLC | History | Added to | 8,640 | 959 | 0.12% | 0.1% | 138 | +156 | 1.84% | Q1 2026 | Apr 21, 2026 |
| Vident Advisory, LLC | History | Reduced | 8,493 | 943 | 0.01% | 0.01% | 140 | -444 | -4.97% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,496 | 943 | 0.0% | 0.0% | 139 | -304 | -3.45% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 8,331 | 925 | 0.01% | 0.0% | 141 | +524 | 6.71% | Q1 2026 | Apr 30, 2026 |
| Ruffer LLP | History | No change | 8,000 | 891 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,976 | 885 | 0.0% | 0.0% | 143 | -214 | -2.61% | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | Added to | 7,882 | 875 | 0.0% | 0.0% | 144 | +3,397 | 75.74% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 7,722 | 857 | 0.05% | 0.04% | 145 | +4,061 | 110.93% | Q1 2026 | Apr 22, 2026 |
| Sava Infond d.o.o. | History | No change | 7,640 | 848 | 0.12% | 0.1% | 146 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 7,506 | 833 | 0.07% | 0.04% | 147 | +2,529 | 50.81% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 7,262 | 806 | 0.01% | 0.01% | 148 | +519 | 7.7% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 7,229 | 802 | 0.01% | 0.01% | 149 | +353 | 5.13% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,052 | 783 | 0.01% | 0.01% | 150 | -928 | -11.63% | Q1 2026 | Apr 20, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 6,994 | 776 | 0.24% | 0.2% | 151 | +1,115 | 18.97% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 6,894 | 765 | 0.01% | 0.01% | 152 | +196 | 2.93% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 6,732 | 747 | 0.0% | 0.01% | 153 | -45,451 | -87.1% | Q1 2026 | May 08, 2026 |
| CIBC Asset Management Inc | History | Added to | 6,623 | 735 | 0.0% | 0.0% | 154 | +2,412 | 57.28% | Q1 2026 | May 12, 2026 |
| SUMMITRY LLC | History | Added to | 6,606 | 733 | 0.03% | 0.03% | 155 | +208 | 3.25% | Q1 2026 | May 22, 2026 |
| Future Fund LLC | History | Added to | 6,518 | 723 | 0.25% | 0.21% | 156 | +42 | 0.65% | Q1 2026 | May 06, 2026 |
| O'Brien Greene & Co. Inc | History | Added to | 6,317 | 701 | 0.2% | 0.17% | 157 | +620 | 10.88% | Q1 2026 | May 06, 2026 |
| Compound Planning, Inc. | History | Added to | 6,063 | 673 | 0.02% | 0.01% | 158 | +1,752 | 40.64% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 6,046 | 671 | 0.01% | 0.01% | 159 | +1,474 | 32.24% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,016 | 668 | 0.0% | 0.0% | 160 | +1,905 | 46.34% | Q1 2026 | Jun 02, 2026 |
| STATE STREET CORP | History | Reduced | 5,860 | 650 | 0.0% | 0.0% | 161 | -1,100 | -15.8% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 5,809 | 645 | 0.02% | 0.01% | 162 | -93 | -1.58% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,520 | 613 | 0.01% | 0.0% | 163 | +1,524 | 38.14% | Q1 2026 | May 12, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 5,500 | 610 | 0.11% | 0.09% | 164 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 5,407 | 600 | 0.15% | 0.14% | 165 | -60 | -1.1% | Q1 2026 | May 01, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 5,362 | 595 | 0.01% | 0.01% | 166 | +150 | 2.88% | Q1 2026 | May 15, 2026 |
| Northside Capital Management, LLC | History | No change | 5,150 | 571 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PCM Encore, LLC | History | Added to | 4,629 | 514 | 0.11% | 0.1% | 168 | +67 | 1.47% | Q1 2026 | May 12, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Added to | 4,614 | 512 | 0.01% | 0.01% | 169 | +181 | 4.08% | Q1 2026 | May 22, 2026 |
| IMC-Chicago, LLC | History | New | 4,406 | 489 | 0.0% | — | 170 | +4,406 | New | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 4,660 | 471 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,211 | 464 | 0.0% | 0.0% | 172 | -680 | -13.9% | Q1 2026 | May 15, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 4,037 | 448 | 0.04% | 0.04% | 173 | -15 | -0.37% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 3,985 | 442 | 0.0% | 0.0% | 174 | +55 | 1.4% | Q1 2026 | May 15, 2026 |
| Phraction Management LLC | History | No change | 3,955 | 439 | 0.09% | 0.11% | 175 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Engineers Gate Manager LP | History | Reduced | 3,920 | 435 | 0.01% | 0.0% | 176 | -129 | -3.19% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 3,898 | 432 | 0.01% | — | 177 | +3,898 | New | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,795 | 421 | 0.0% | 0.0% | 178 | -344 | -8.31% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,721 | 413 | 0.0% | 0.0% | 179 | -143 | -3.7% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | New | 3,707 | 411 | 0.0% | — | 180 | +3,707 | New | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,673 | 408 | 0.0% | 0.0% | 181 | +286 | 8.44% | Q1 2026 | Apr 07, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 3,578 | 397 | 0.0% | 0.0% | 182 | -239 | -6.26% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,535 | 393 | 0.0% | 0.0% | 183 | +1,975 | 126.6% | Q1 2026 | May 15, 2026 |
| Genus Capital Management Inc. | History | Reduced | 3,463 | 384 | 0.04% | 0.04% | 185 | -200 | -5.46% | Q1 2026 | May 01, 2026 |
| FIRST HORIZON CORP | History | Reduced | 3,459 | 384 | 0.02% | 0.02% | 184 | -85 | -2.4% | Q1 2026 | Apr 30, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 3,437 | 381 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,227 | 358 | 0.0% | 0.0% | 187 | -257 | -7.38% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Reduced | 3,083 | 342 | 0.0% | 0.05% | 188 | -35,617 | -92.03% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 3,035 | 337 | 0.03% | 0.03% | 189 | -310 | -9.27% | Q1 2026 | May 14, 2026 |
| Fielder Capital Group LLC | History | Reduced | 3,032 | 336 | 0.07% | 0.07% | 190 | -136 | -4.29% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,945 | 327 | 0.01% | 0.0% | 191 | -41 | -1.37% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Added to | 2,935 | 325 | 0.0% | 0.0% | 192 | +486 | 19.84% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 2,899 | 321 | 0.0% | — | 193 | +2,899 | New | Q1 2026 | Apr 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 2,850 | 316 | 0.0% | 0.0% | 194 | +215 | 8.16% | Q1 2026 | May 14, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 2,776 | 308 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 2,727 | 302 | 0.0% | 0.0% | 196 | +91 | 3.45% | Q1 2026 | Apr 01, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | New | 2,711 | 301 | 0.22% | — | 197 | +2,711 | New | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Added to | 2,628 | 291 | 0.0% | 0.0% | 198 | +354 | 15.57% | Q1 2026 | May 04, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 2,554 | 283 | 0.02% | 0.01% | 199 | +342 | 15.46% | Q1 2026 | Apr 21, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,491 | 276 | 0.0% | 0.0% | 200 | +136 | 5.77% | Q1 2026 | Apr 27, 2026 |
| Ballentine Partners, LLC | History | Added to | 2,458 | 272 | 0.0% | 0.0% | 201 | +303 | 14.06% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 2,450 | 272 | 0.0% | 0.0% | 202 | -78 | -3.09% | Q1 2026 | Apr 17, 2026 |
| GREENLEAF TRUST | History | Added to | 2,430 | 269 | 0.0% | 0.0% | 203 | +10 | 0.41% | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 2,358 | 261 | 0.0% | — | 204 | +2,358 | New | Q1 2026 | May 13, 2026 |
| Naviter Wealth, LLC | History | Reduced | 2,319 | 257 | 0.03% | 0.03% | 206 | -191 | -7.61% | Q1 2026 | Apr 10, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 2,321 | 257 | 0.01% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | New | 2,251 | 249 | 0.0% | — | 207 | +2,251 | New | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 2,240 | 248 | 0.01% | 0.0% | 208 | -13 | -0.58% | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 2,217 | 246 | 0.01% | — | 209 | +2,217 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,200 | 244 | 0.0% | 0.0% | 210 | -7,200 | -76.6% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 2,142 | 237 | 0.0% | 0.0% | 211 | -196 | -8.38% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 2,119 | 235 | 0.0% | — | 212 | +2,119 | New | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | New | 2,095 | 232 | 0.01% | — | 214 | +2,095 | New | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 2,094 | 232 | 0.02% | 0.01% | 213 | +29 | 1.4% | Q1 2026 | May 12, 2026 |
| First Affirmative Financial Network | History | New | 2,030 | 225 | 0.09% | — | 215 | +2,030 | New | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 2,017 | 224 | 0.0% | — | 217 | +2,017 | New | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,020 | 224 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,068 | 223 | 0.01% | 0.01% | 218 | +505 | 32.31% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 1,918 | 213 | 0.0% | — | 219 | +1,918 | New | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,875 | 208 | 0.01% | 0.0% | 220 | +545 | 40.98% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | New | 1,864 | 206 | 0.0% | — | 221 | +1,864 | New | Q1 2026 | May 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 2,015 | 203 | 0.02% | — | 222 | +2,015 | New | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,780 | 197 | 0.0% | 0.0% | 223 | +478 | 36.71% | Q1 2026 | May 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 1,575 | 175 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 1,575 | 174 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | Reduced | 1,503 | 166 | 0.02% | 0.03% | 226 | -1,260 | -45.6% | Q1 2026 | May 13, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 1,422 | 157 | 0.0% | 0.0% | 227 | +177 | 14.22% | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,306 | 145 | 0.0% | — | 229 | +1,306 | New | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,313 | 145 | 0.0% | 0.0% | 228 | +1,286 | 4762.96% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,226 | 136 | 0.01% | 0.01% | 230 | -20 | -1.61% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,200 | 133 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,113 | 123 | 0.0% | 0.0% | 232 | +433 | 63.68% | Q1 2026 | Jun 02, 2026 |
| CWM, LLC | History | Added to | 934 | 103 | 0.0% | 0.0% | 233 | +501 | 115.7% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 916 | 103 | 0.0% | 0.0% | 234 | +32 | 3.62% | Q1 2026 | Apr 07, 2026 |
| Bayforest Capital Ltd | History | Reduced | 848 | 94 | 0.11% | 0.13% | 235 | -948 | -52.78% | Q1 2026 | Apr 15, 2026 |
| Inspire Investing, LLC | History | Added to | 835 | 92 | 0.01% | 0.01% | 236 | +11 | 1.33% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 768 | 85 | 0.0% | 0.0% | 237 | +374 | 94.92% | Q1 2026 | May 07, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 758 | 84 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| UMB Bank, n.a. | History | Added to | 737 | 81 | 0.0% | 0.0% | 239 | +4 | 0.55% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 800 | 80 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MATHER GROUP, LLC. | History | New | 504 | 55 | 0.0% | — | 242 | +504 | New | Q1 2026 | Apr 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 499 | 55 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 476 | 52 | 0.0% | 0.0% | 243 | +11 | 2.37% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 468 | 51 | 0.0% | — | 244 | +467 | 46700.0% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | No change | 457 | 51 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 441 | 49 | 0.0% | 0.0% | 246 | -442 | -50.06% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 429 | 47 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vanguard Global Advisers, LLC | History | New | 407 | 45 | 0.0% | — | 249 | +407 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 410 | 45 | 0.0% | 0.0% | 248 | +20 | 5.13% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 397 | 44 | 0.0% | 0.0% | 250 | +42 | 11.83% | Q1 2026 | May 14, 2026 |
| Banque Transatlantique SA | History | No change | 399 | 44 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 341 | 37 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 312 | 35 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 314 | 34 | 0.0% | 0.0% | 254 | -498 | -61.33% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 271 | 30 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 259 | 29 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| V-Square Quantitative Management LLC | History | New | 248 | 27 | 0.0% | — | 258 | +248 | New | Q1 2026 | Apr 27, 2026 |
| Operose Advisors LLC | History | New | 246 | 27 | 0.01% | — | 257 | +246 | New | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 247 | 24 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 22 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 192 | 21 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 215 | 21 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | New | 186 | 20 | 0.0% | — | 264 | +186 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 185 | 20 | 0.0% | 0.0% | 263 | +30 | 19.35% | Q1 2026 | Apr 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 180 | 19 | 0.0% | 0.0% | 265 | -204 | -53.13% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 151 | 16 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | No change | 148 | 16 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 143 | 15 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 122 | 13 | 0.0% | — | 270 | +122 | New | Q1 2026 | May 08, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 119 | 13 | 0.0% | 0.0% | 269 | -33 | -21.71% | Q1 2026 | Apr 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | No change | 100 | 11 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | No change | 100 | 11 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 83 | 10 | 0.0% | 0.0% | 275 | +1 | 1.22% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | No change | 82 | 10 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 88 | 9 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 76 | 8 | 0.0% | — | 279 | +76 | New | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 75 | 8 | 0.0% | 0.0% | 277 | +45 | 150.0% | Q1 2026 | Apr 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 81 | 8 | 0.0% | 0.0% | 278 | +20 | 32.79% | Q1 2026 | Apr 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 64 | 7 | 0.0% | 0.0% | 280 | +4 | 6.67% | Q1 2026 | Apr 29, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 60 | 6 | 0.0% | — | 282 | +60 | New | Q1 2026 | Apr 22, 2026 |
| Park Place Capital Corp | History | No change | 62 | 6 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 50 | 5 | 0.0% | — | 286 | +50 | New | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 47 | 5 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 46 | 5 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hara Capital LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | Reduced | 45 | 4 | 0.0% | 0.01% | 290 | -1,166 | -96.28% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 41 | 4 | 0.0% | 0.0% | 288 | +19 | 86.36% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 39 | 4 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| True Wealth Design, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 31 | 3 | 0.0% | 0.0% | 293 | -33 | -51.56% | Q1 2026 | May 14, 2026 |
| Richardson Capital Management LLC | History | New | 29 | 3 | 0.0% | — | 294 | +29 | New | Q1 2026 | May 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 36 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| North Star Investment Management Corp. | History | No change | 30 | 3 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 23 | 2 | 0.0% | 0.0% | 295 | -31 | -57.41% | Q1 2026 | Apr 20, 2026 |
| Raleigh Capital Management Inc. | History | New | 24 | 2 | 0.0% | — | 298 | +24 | New | Q1 2026 | Apr 28, 2026 |
| Coston, McIsaac & Partners | History | No change | 21 | 2 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bravera Wealth | History | No change | 21 | 2 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | New | 18 | 1 | 0.0% | — | 304 | +18 | New | Q1 2026 | Apr 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 14 | 1 | 0.0% | — | 303 | +14 | New | Q1 2026 | Apr 17, 2026 |