SCHWAB STRATEGIC TRUST - FNDA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 179,241,792 | 5,812,811 | 0.89% | 0.88% | 1 | -194,144 | -0.11% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,742,921 | 121,382 | 1.11% | 0.0% | 2 | +3,732,722 | 36598.9% | Q1 2026 | May 06, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 2,887,094 | 93,628 | 5.28% | 6.0% | 3 | +63,332 | 2.24% | Q1 2026 | May 11, 2026 |
| Steele Capital Management, Inc. | History | Added to | 2,107,699 | 68,352 | 2.83% | 2.77% | 4 | +60,573 | 2.96% | Q1 2026 | Apr 29, 2026 |
| Prairiewood Capital, LLC | History | Added to | 2,053,795 | 66,604 | 19.26% | 19.47% | 5 | +63,840 | 3.21% | Q1 2026 | Apr 16, 2026 |
| Clarius Group, LLC | History | No change | 1,889,725 | 59,545 | 3.4% | 3.4% | 6 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UBS Group AG | History | Added to | 1,478,275 | 47,940 | 0.01% | 0.01% | 7 | +49,343 | 3.45% | Q1 2026 | May 05, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 1,444,411 | 46,842 | 0.4% | 0.4% | 8 | -121,832 | -7.78% | Q1 2026 | May 11, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 1,266,030 | 41,057 | 8.11% | 8.03% | 9 | +48,370 | 3.97% | Q1 2026 | Apr 14, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 1,157,772 | 37,546 | 7.99% | 7.73% | 10 | +14,946 | 1.31% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 1,129,600 | 36,632 | 0.0% | 0.0% | 11 | -153,724 | -11.98% | Q1 2026 | May 15, 2026 |
| Solitude Financial Services | History | Added to | 1,029,893 | 35,572 | 10.52% | 10.38% | 12 | +30,300 | 3.03% | Q1 2026 | Apr 16, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 940,337 | 30,495 | 4.39% | 4.35% | 13 | -47,996 | -4.86% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 918,127 | 30,270 | 0.01% | 0.01% | 14 | -43,142 | -4.49% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 900,070 | 29,189 | 0.0% | 0.0% | 15 | +12,819 | 1.44% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | Reduced | 879,957 | 28,537 | 3.67% | 3.67% | 16 | -12,920 | -1.45% | Q1 2026 | Apr 23, 2026 |
| AlphaCore Capital LLC | History | Reduced | 818,424 | 26,541 | 0.63% | 0.63% | 17 | -84,077 | -9.32% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 771,733 | 25,027 | 1.31% | 1.59% | 18 | -149,129 | -16.19% | Q1 2026 | Apr 29, 2026 |
| Gemmer Asset Management LLC | History | Added to | 646,904 | 20,979 | 1.66% | 1.55% | 19 | +6,033 | 0.94% | Q1 2026 | Apr 22, 2026 |
| Trilogy Capital Inc. | History | Reduced | 620,689 | 20,128 | 0.89% | 1.04% | 20 | -116,407 | -15.79% | Q1 2026 | Apr 21, 2026 |
| Wealth Forward, LLC | History | Added to | 592,207 | 19,205 | 10.84% | 10.46% | 21 | +4,661 | 0.79% | Q1 2026 | May 04, 2026 |
| HORAN Wealth, LLC | History | Added to | 577,082 | 18,680 | 1.78% | 1.38% | 22 | +291,350 | 101.97% | Q1 2026 | May 08, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 571,702 | 18,540 | 4.29% | 4.23% | 23 | +101,735 | 21.65% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 542,589 | 17,596 | 0.02% | 0.02% | 24 | +19,641 | 3.76% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 513,981 | 16,668 | 0.02% | 0.02% | 25 | -4,374 | -0.84% | Q1 2026 | May 13, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 471,947 | 15,305 | 0.79% | 0.81% | 26 | -8,603 | -1.79% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 470,342 | 15,253 | 0.0% | 0.0% | 27 | +25,110 | 5.64% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 459,662 | 14,906 | 0.01% | 0.01% | 28 | +28,663 | 6.65% | Q1 2026 | May 07, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 447,402 | 14,509 | 2.27% | 3.17% | 29 | -187,926 | -29.58% | Q1 2026 | Apr 17, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 442,767 | 14,358 | 1.56% | 1.76% | 30 | -59,703 | -11.88% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 439,362 | 14,248 | 0.01% | 0.01% | 31 | +72,224 | 19.67% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 431,797 | 14,003 | 0.08% | 0.07% | 32 | +44,421 | 11.47% | Q1 2026 | May 15, 2026 |
| Charles Schwab Trust Co | History | Added to | 424,509 | 13,766 | 0.89% | 0.84% | 33 | +21,253 | 5.27% | Q1 2026 | Apr 10, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 374,608 | 12,148 | 2.73% | 2.58% | 34 | +18,249 | 5.12% | Q1 2026 | Apr 02, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 328,713 | 10,660 | 2.41% | 2.36% | 35 | -2,885 | -0.87% | Q1 2026 | Apr 20, 2026 |
| Sound Stewardship, LLC | History | Added to | 313,018 | 10,151 | 4.65% | 4.55% | 36 | +11,814 | 3.92% | Q1 2026 | Apr 10, 2026 |
| Opes Wealth Management LLC | History | Reduced | 304,740 | 9,882 | 1.62% | 1.6% | 37 | -5,741 | -1.85% | Q1 2026 | Apr 28, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 298,854 | 9,691 | 1.2% | 0.84% | 38 | +84,221 | 39.24% | Q1 2026 | Apr 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 290,785 | 9,430 | 0.07% | 0.07% | 39 | +9,230 | 3.28% | Q1 2026 | May 15, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 284,663 | 9,231 | 1.32% | 1.33% | 40 | -10,484 | -3.55% | Q1 2026 | Apr 15, 2026 |
| Accredited Investors Inc. | History | Reduced | 283,533 | 9,194 | 0.5% | 0.5% | 41 | -14,261 | -4.79% | Q1 2026 | Apr 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 283,295 | 9,187 | 0.17% | 0.17% | 42 | +8,612 | 3.14% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 266,101 | 8,629 | 0.04% | 0.05% | 43 | -32,726 | -10.95% | Q1 2026 | May 04, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 358,560 | 7,311 | 2.89% | 6.41% | 44 | -241,109 | -40.21% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 221,692 | 7,189 | 0.43% | 0.44% | 45 | -9,726 | -4.2% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 220,032 | 7,135 | 0.01% | 0.01% | 46 | +16,621 | 8.17% | Q1 2026 | May 13, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 211,419 | 6,856 | 0.95% | 1.0% | 47 | -21,660 | -9.29% | Q1 2026 | Apr 22, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 210,457 | 6,825 | 2.08% | 2.09% | 48 | +6,981 | 3.43% | Q1 2026 | Apr 29, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 204,729 | 6,639 | 0.21% | 0.21% | 49 | -1,381 | -0.67% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 199,652 | 6,500 | 0.01% | 0.01% | 50 | +30,784 | 18.23% | Q1 2026 | May 14, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 191,074 | 6,196 | 1.9% | 1.81% | 51 | +3,680 | 1.96% | Q1 2026 | Apr 13, 2026 |
| Marble Wealth, LLC | History | Reduced | 186,353 | 6,043 | 1.06% | 0.83% | 52 | -4,286 | -2.25% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 183,468 | 5,949 | 0.0% | 0.0% | 53 | +147,918 | 416.08% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Reduced | 183,022 | 5,935 | 0.27% | 0.27% | 54 | -7,328 | -3.85% | Q1 2026 | May 08, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 174,536 | 5,660 | 0.65% | 0.58% | 55 | +7,651 | 4.58% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 171,605 | 5,565 | 0.03% | 0.03% | 56 | +2,122 | 1.25% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 170,044 | 5,514 | 0.06% | 0.08% | 57 | -28,887 | -14.52% | Q1 2026 | May 13, 2026 |
| Winter & Associates, Inc. | History | Reduced | 161,515 | 5,321 | 4.66% | 5.59% | 58 | -30,287 | -15.79% | Q1 2026 | Apr 08, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 161,759 | 5,245 | 0.32% | 0.35% | 59 | -5,491 | -3.28% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 159,219 | 5,163 | 0.0% | 0.0% | 60 | +7,164 | 4.71% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 155,149 | 5,031 | 0.01% | 0.01% | 61 | -5,448 | -3.39% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 151,821 | 4,923 | 0.01% | 0.01% | 62 | -626 | -0.41% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 150,823 | 4,891 | 0.01% | 0.01% | 63 | +20,329 | 15.58% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 149,033 | 4,710 | 0.0% | 0.0% | 64 | +65,731 | 78.91% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 144,438 | 4,684 | 0.0% | 0.0% | 65 | +84,508 | 141.01% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 142,823 | 4,631 | 0.0% | 0.0% | 66 | +12,227 | 9.36% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 141,749 | 4,597 | 0.0% | 0.0% | 67 | +57,549 | 68.35% | Q1 2026 | May 15, 2026 |
| Northland Capital Management LLC | History | Reduced | 141,447 | 4,587 | 2.51% | 2.94% | 68 | -24,888 | -14.96% | Q1 2026 | Apr 21, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 139,479 | 4,523 | 1.04% | 1.0% | 69 | -704 | -0.5% | Q1 2026 | May 14, 2026 |
| Founders Capital Management | History | Added to | 139,010 | 4,508 | 2.2% | 1.17% | 70 | +67,519 | 94.44% | Q1 2026 | Apr 21, 2026 |
| Brightwater Advisory LLC | History | Reduced | 132,878 | 4,309 | 2.85% | 2.91% | 71 | -4,003 | -2.92% | Q1 2026 | Apr 30, 2026 |
| Capital Advantage, Inc. | History | Added to | 131,739 | 4,272 | 0.56% | 0.55% | 72 | +2,839 | 2.2% | Q1 2026 | Apr 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 130,035 | 4,217 | 0.02% | 0.02% | 73 | -8,801 | -6.34% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 129,807 | 4,209 | 0.01% | 0.01% | 74 | +29,832 | 29.84% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 129,344 | 4,194 | 0.16% | 0.14% | 75 | +3,871 | 3.09% | Q1 2026 | May 11, 2026 |
| Manske Wealth Management | History | Reduced | 127,565 | 4,136 | 1.16% | 1.2% | 76 | -1,580 | -1.22% | Q1 2026 | Apr 30, 2026 |
| Hilltop Partners LLC | History | Reduced | 122,841 | 3,983 | 1.02% | 1.03% | 77 | -4,197 | -3.3% | Q1 2026 | May 12, 2026 |
| Texas Yale Capital Corp. | History | No change | 122,200 | 3,962 | 0.11% | 0.12% | 78 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 121,416 | 3,937 | 2.05% | 2.01% | 79 | +5,279 | 4.55% | Q1 2026 | Apr 22, 2026 |
| Womack Financial LLC | History | Added to | 121,290 | 3,933 | 2.89% | 2.71% | 80 | +4,771 | 4.09% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 117,114 | 3,798 | 0.01% | 0.03% | 81 | -549,910 | -82.44% | Q1 2026 | May 15, 2026 |
| Waterfront Wealth Inc. | History | Added to | 113,071 | 3,666 | 0.67% | 0.58% | 82 | +23,428 | 26.13% | Q1 2026 | Apr 30, 2026 |
| Sowell Financial Services LLC | History | Reduced | 107,308 | 3,479 | 0.13% | 0.13% | 83 | -7,551 | -6.57% | Q1 2026 | Apr 20, 2026 |
| Traub Capital Management LLC | History | Added to | 105,388 | 3,417 | 3.39% | 3.13% | 84 | +2,125 | 2.06% | Q1 2026 | Apr 23, 2026 |
| Verum Partners LLC | History | Reduced | 103,188 | 3,346 | 0.64% | 0.75% | 85 | -14,539 | -12.35% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 102,098 | 3,311 | 0.01% | 0.01% | 86 | -6,123 | -5.66% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 99,061 | 3,205 | 0.0% | 0.0% | 87 | -2,236 | -2.21% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 93,489 | 3,031 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 93,365 | 3,027 | 0.35% | 0.36% | 89 | -3,921 | -4.03% | Q1 2026 | Apr 17, 2026 |
| Addison Advisors LLC | History | Reduced | 88,639 | 2,874 | 0.64% | 0.63% | 90 | -300 | -0.34% | Q1 2026 | May 08, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 86,235 | 2,796 | 0.5% | 0.49% | 91 | +1,603 | 1.89% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 84,423 | 2,767 | 0.01% | 0.01% | 92 | -92,475 | -52.28% | Q1 2026 | Apr 08, 2026 |
| Breakwater Capital Group | History | Added to | 81,891 | 2,655 | 0.36% | 0.34% | 93 | +5,109 | 6.65% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 81,726 | 2,650 | 0.05% | 0.05% | 94 | +8,168 | 11.1% | Q1 2026 | Apr 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 81,335 | 2,637 | 0.03% | 0.03% | 95 | -2,727 | -3.24% | Q1 2026 | Apr 27, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 78,909 | 2,559 | 0.74% | 0.64% | 96 | +3,069 | 4.05% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 77,290 | 2,521 | 0.02% | 0.03% | 97 | -2,404 | -3.02% | Q1 2026 | Apr 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 77,186 | 2,503 | 0.04% | 0.03% | 98 | +16,435 | 27.05% | Q1 2026 | Apr 22, 2026 |
| Krilogy Financial LLC | History | New | 71,878 | 2,493 | 0.08% | — | 99 | +71,878 | New | Q1 2026 | Apr 17, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 76,728 | 2,488 | 1.13% | 1.1% | 100 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 75,004 | 2,432 | 0.25% | 0.23% | 101 | +3,342 | 4.66% | Q1 2026 | May 07, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 70,428 | 2,283 | 0.54% | 0.52% | 102 | +2,245 | 3.29% | Q1 2026 | Apr 28, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 70,048 | 2,271 | 1.33% | 1.37% | 103 | -3,645 | -4.95% | Q1 2026 | May 01, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 69,480 | 2,253 | 0.37% | 0.35% | 104 | +3,065 | 4.61% | Q1 2026 | Apr 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 69,164 | 2,243 | 0.01% | 0.01% | 105 | -14,582 | -17.41% | Q1 2026 | May 13, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 68,219 | 2,212 | 0.32% | 0.31% | 106 | -1,186 | -1.71% | Q1 2026 | Apr 27, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 67,849 | 2,200 | 1.66% | 1.63% | 107 | +44 | 0.06% | Q1 2026 | May 15, 2026 |
| 10Elms LLP | History | Added to | 66,641 | 2,151 | 1.36% | 0.47% | 108 | +50,347 | 308.99% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 65,479 | 2,123 | 0.0% | — | 109 | +65,479 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 64,923 | 2,105 | 0.01% | 0.01% | 110 | +2,793 | 4.5% | Q1 2026 | May 05, 2026 |
| Kaizen Financial Strategies | History | Added to | 57,105 | 1,980 | 0.84% | 0.7% | 111 | +6,961 | 13.88% | Q1 2026 | May 01, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 61,053 | 1,979 | 2.91% | 3.5% | 112 | -17,214 | -21.99% | Q1 2026 | Apr 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 60,983 | 1,977 | 0.01% | 0.01% | 113 | +5,373 | 9.66% | Q1 2026 | Apr 30, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 60,518 | 1,962 | 1.27% | 1.12% | 114 | +4,878 | 8.77% | Q1 2026 | May 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 62,094 | 1,956 | 0.15% | 0.15% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 59,217 | 1,920 | 0.0% | 0.0% | 116 | -14,987 | -20.2% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 57,424 | 1,862 | 0.0% | 0.0% | 117 | +14,006 | 32.26% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 56,196 | 1,822 | 0.0% | 0.0% | 118 | +3,648 | 6.94% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 55,278 | 1,792 | 0.02% | 0.01% | 119 | -6,637 | -10.72% | Q1 2026 | May 13, 2026 |
| Williams Financial, LLC | History | Reduced | 54,917 | 1,780 | 1.04% | 1.03% | 120 | -1,606 | -2.84% | Q1 2026 | Apr 24, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 53,547 | 1,761 | 1.69% | 1.41% | 121 | +6,566 | 13.98% | Q1 2026 | May 15, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 52,422 | 1,700 | 0.47% | 0.56% | 122 | -9,850 | -15.82% | Q1 2026 | May 07, 2026 |
| Flatrock Wealth Partners LLC | History | New | 51,437 | 1,668 | 0.75% | — | 123 | +51,437 | New | Q1 2026 | Apr 29, 2026 |
| BCS Wealth Management | History | Reduced | 50,773 | 1,646 | 0.34% | 0.27% | 124 | -32,706 | -39.18% | Q1 2026 | Apr 17, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 50,262 | 1,630 | 0.96% | — | 125 | +50,262 | New | Q1 2026 | May 13, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 50,215 | 1,628 | 1.57% | 1.47% | 126 | +3,094 | 6.57% | Q1 2026 | May 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 49,969 | 1,620 | 0.18% | 0.18% | 127 | -1,013 | -1.99% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 49,836 | 1,616 | 0.0% | 0.0% | 128 | +5,100 | 11.4% | Q1 2026 | May 14, 2026 |
| VICUS CAPITAL | History | Reduced | 49,026 | 1,589 | 0.12% | 0.12% | 129 | -781 | -1.57% | Q1 2026 | Apr 22, 2026 |
| SUMMITRY LLC | History | No change | 48,417 | 1,570 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 47,858 | 1,552 | 0.01% | 0.01% | 131 | -7,807 | -14.02% | Q1 2026 | May 14, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 45,765 | 1,484 | 0.95% | 1.03% | 132 | -9,706 | -17.5% | Q1 2026 | Apr 22, 2026 |
| DDD Partners, LLC | History | Added to | 43,738 | 1,418 | 0.1% | 0.09% | 133 | +375 | 0.86% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 43,429 | 1,408 | 0.1% | 0.1% | 134 | -990 | -2.23% | Q1 2026 | Apr 20, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 43,089 | 1,397 | 0.59% | 0.54% | 135 | +2,335 | 5.73% | Q1 2026 | Apr 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 42,430 | 1,376 | 0.02% | 0.01% | 136 | +10,287 | 32.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 41,807 | 1,355 | 0.0% | 0.0% | 137 | -1,550 | -3.57% | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 41,938 | 1,321 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Advisors Inc. | History | Added to | 40,470 | 1,312 | 0.25% | 0.24% | 139 | +134 | 0.33% | Q1 2026 | Apr 16, 2026 |
| Westmount Partners, LLC | History | No change | 40,438 | 1,311 | 0.32% | 0.32% | 140 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 39,672 | 1,286 | 0.14% | 0.14% | 141 | +2,760 | 7.48% | Q1 2026 | Apr 07, 2026 |
| Financial Architects, LLC | History | Added to | 39,545 | 1,282 | 0.68% | 0.48% | 142 | +11,320 | 40.11% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 40,164 | 1,279 | 0.0% | 0.0% | 143 | +7,648 | 23.52% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 38,714 | 1,255 | 0.03% | 0.02% | 144 | +7,747 | 25.02% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 38,544 | 1,249 | 0.0% | 0.0% | 145 | +5,217 | 15.65% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 37,686 | 1,222 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | No change | 37,460 | 1,180 | 0.08% | 0.08% | 147 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CGN Advisors LLC | History | Added to | 35,025 | 1,135 | 0.09% | 0.09% | 148 | +239 | 0.69% | Q1 2026 | Apr 13, 2026 |
| Brio Consultants, LLC | History | Added to | 31,434 | 1,126 | 0.14% | 0.12% | 149 | +1,713 | 5.76% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 34,557 | 1,120 | 0.0% | 0.0% | 150 | +6,203 | 21.88% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 34,090 | 1,105 | 0.11% | 0.11% | 151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 33,532 | 1,087 | 1.02% | 1.11% | 152 | -2,224 | -6.22% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 33,280 | 1,079 | 0.0% | 0.0% | 153 | -1,619 | -4.64% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 33,100 | 1,073 | 0.0% | 0.0% | 154 | -1,498 | -4.33% | Q1 2026 | Apr 22, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 32,279 | 1,046 | 0.88% | 0.87% | 155 | -29 | -0.09% | Q1 2026 | Apr 22, 2026 |
| ProVise Management Group, LLC | History | Reduced | 31,944 | 1,035 | 0.07% | 0.07% | 156 | -963 | -2.93% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 31,890 | 1,034 | 0.01% | 0.0% | 157 | +24,184 | 313.83% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 31,535 | 1,022 | 0.02% | 0.02% | 158 | -4,893 | -13.43% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 31,400 | 1,018 | 0.01% | 0.01% | 159 | +645 | 2.1% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 31,044 | 1,006 | 0.01% | 0.01% | 160 | -5,089 | -14.08% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,960 | 1,004 | 0.02% | 0.02% | 161 | +5,684 | 22.49% | Q1 2026 | May 15, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 30,892 | 1,001 | 0.26% | 0.28% | 162 | -785 | -2.48% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Reduced | 29,170 | 945 | 0.07% | 0.08% | 163 | -3,032 | -9.42% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 29,012 | 940 | 0.0% | 0.0% | 164 | +1,636 | 5.98% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 27,462 | 890 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 27,326 | 886 | 0.0% | 0.0% | 166 | -9,340 | -25.47% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 26,878 | 871 | 0.04% | 0.04% | 167 | -610 | -2.22% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 26,615 | 863 | 0.01% | 0.01% | 168 | +2,962 | 12.52% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 26,604 | 862 | 0.0% | 0.0% | 169 | +21,992 | 476.84% | Q1 2026 | May 01, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 26,094 | 846 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 25,290 | 820 | 0.0% | — | 172 | +25,290 | New | Q1 2026 | May 12, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 25,948 | 820 | 0.06% | 0.07% | 171 | -3,127 | -10.75% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 25,154 | 815 | 0.0% | 0.0% | 173 | +10,597 | 72.8% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 25,708 | 810 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 24,903 | 807 | 0.07% | 0.06% | 175 | -101 | -0.4% | Q1 2026 | Apr 06, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 24,391 | 803 | 0.18% | 0.18% | 176 | -11,777 | -32.56% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 25,362 | 799 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,423 | 792 | 0.0% | 0.0% | 178 | +13,805 | 130.02% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 24,229 | 785 | 0.0% | 0.0% | 179 | +830 | 3.55% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 23,901 | 775 | 0.01% | — | 180 | +23,901 | New | Q1 2026 | Apr 27, 2026 |
| Fisher Asset Management, LLC | History | Added to | 23,758 | 770 | 0.0% | 0.0% | 181 | +14,893 | 168.0% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 23,468 | 761 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Reduced | 23,462 | 760 | 0.08% | 0.08% | 183 | -17 | -0.07% | Q1 2026 | Apr 29, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 22,990 | 745 | 0.02% | 0.02% | 184 | +216 | 0.95% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 22,556 | 731 | 0.24% | 0.22% | 185 | +1,663 | 7.96% | Q1 2026 | Apr 24, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 22,398 | 726 | 0.26% | 0.26% | 186 | -1,143 | -4.86% | Q1 2026 | May 06, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 21,847 | 708 | 0.33% | 0.34% | 188 | +42 | 0.19% | Q1 2026 | Apr 09, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 21,854 | 708 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 21,518 | 697 | 0.0% | 0.0% | 189 | -2,738 | -11.29% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 21,100 | 684 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 21,059 | 682 | 0.36% | 0.35% | 191 | +1,193 | 6.01% | Q1 2026 | May 01, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 20,833 | 675 | 0.44% | 0.44% | 192 | +119 | 0.57% | Q1 2026 | May 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 20,794 | 674 | 0.02% | 0.01% | 193 | -1,845 | -8.15% | Q1 2026 | Apr 29, 2026 |
| Austin Private Wealth, LLC | History | No change | 21,355 | 672 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 20,180 | 654 | 0.07% | 0.07% | 196 | -134 | -0.66% | Q1 2026 | May 15, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 20,190 | 654 | 0.58% | 0.73% | 195 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GatePass Capital, LLC | History | New | 20,110 | 652 | 0.3% | — | 197 | +20,110 | New | Q1 2026 | May 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 20,643 | 650 | 0.47% | 0.47% | 198 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 19,615 | 636 | 0.02% | 0.02% | 199 | +1,608 | 8.93% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 19,571 | 634 | 0.01% | 0.01% | 200 | +6,770 | 52.89% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 20,128 | 634 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 19,449 | 630 | 0.14% | 0.14% | 202 | +352 | 1.84% | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 19,399 | 629 | 0.01% | 0.01% | 203 | -597 | -2.99% | Q1 2026 | May 01, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 19,320 | 626 | 0.35% | 0.34% | 204 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 19,225 | 623 | 0.0% | — | 206 | +19,225 | New | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 19,239 | 623 | 0.06% | 0.05% | 205 | +3,666 | 23.54% | Q1 2026 | Apr 27, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 19,105 | 619 | 0.02% | 0.03% | 207 | -6,363 | -24.98% | Q1 2026 | Apr 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 18,900 | 612 | 0.0% | — | 208 | +18,900 | New | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 17,216 | 608 | 0.01% | 0.01% | 209 | +10 | 0.06% | Q1 2026 | May 04, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 18,596 | 603 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 18,423 | 597 | 0.2% | 0.19% | 211 | +139 | 0.76% | Q1 2026 | Apr 08, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 18,299 | 593 | 0.2% | 0.2% | 213 | +15 | 0.08% | Q1 2026 | Apr 08, 2026 |
| VANGUARD GROUP INC | History | No change | 18,842 | 593 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 18,163 | 589 | 0.08% | 0.15% | 214 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 18,130 | 587 | 0.04% | 0.04% | 215 | -48 | -0.26% | Q1 2026 | May 05, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 17,998 | 583 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 17,906 | 580 | 0.01% | 0.01% | 217 | +9,283 | 107.65% | Q1 2026 | Apr 29, 2026 |
| Wedmont Private Capital | History | Added to | 16,520 | 560 | 0.02% | 0.02% | 218 | +1 | 0.01% | Q1 2026 | Apr 09, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 17,038 | 552 | 0.05% | 0.05% | 219 | +125 | 0.74% | Q1 2026 | May 13, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 16,810 | 545 | 0.27% | 0.27% | 220 | -1,980 | -10.54% | Q1 2026 | Apr 16, 2026 |
| BAILARD, INC. | History | No change | 16,353 | 530 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 16,091 | 521 | 0.03% | 0.04% | 222 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 15,833 | 513 | 0.02% | — | 223 | +15,833 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,239 | 511 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Added to | 15,754 | 510 | 0.02% | 0.02% | 225 | +789 | 5.27% | Q1 2026 | May 05, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 15,544 | 504 | 0.25% | 0.26% | 226 | -270 | -1.71% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,445 | 500 | 0.0% | 0.0% | 227 | +7,314 | 89.95% | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Added to | 15,405 | 499 | 0.01% | 0.01% | 228 | +2,006 | 14.97% | Q1 2026 | May 15, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 15,765 | 496 | 0.31% | 0.31% | 229 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD ADVISERS INC | History | New | 15,192 | 492 | 0.0% | — | 230 | +15,192 | New | Q1 2026 | May 08, 2026 |
| Opus Capital Group, LLC | History | Added to | 14,987 | 486 | 0.05% | 0.05% | 231 | +3 | 0.02% | Q1 2026 | Apr 30, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 14,967 | 485 | 0.51% | 0.48% | 232 | +28 | 0.19% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 14,865 | 482 | 0.02% | 0.02% | 233 | -257 | -1.7% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 14,385 | 466 | 0.02% | 0.03% | 234 | -1,390 | -8.81% | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,297 | 463 | 0.02% | 0.01% | 236 | +6,101 | 74.44% | Q1 2026 | Apr 07, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 14,294 | 463 | 0.14% | 0.17% | 235 | -1,583 | -9.97% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 13,033 | 460 | 0.03% | — | 238 | +13,033 | New | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 14,204 | 460 | 0.06% | 0.06% | 237 | -8 | -0.06% | Q1 2026 | Apr 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 14,131 | 458 | 0.01% | 0.01% | 239 | +235 | 1.69% | Q1 2026 | Apr 10, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 14,115 | 457 | 0.02% | 0.02% | 240 | +49 | 0.35% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 13,807 | 447 | 0.0% | 0.0% | 241 | +979 | 7.63% | Q1 2026 | May 14, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 13,208 | 428 | 0.22% | 0.23% | 242 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 12,812 | 415 | 0.04% | 0.04% | 243 | -19 | -0.15% | Q1 2026 | Apr 22, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 12,754 | 413 | 0.31% | 0.36% | 244 | -841 | -6.19% | Q1 2026 | Apr 13, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 12,626 | 409 | 0.07% | 0.07% | 245 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| Annandale Capital, LLC | History | No change | 12,600 | 409 | 0.06% | 0.05% | 246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Auxano Advisors, LLC | History | Added to | 12,415 | 402 | 0.08% | 0.08% | 248 | +24 | 0.19% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 12,400 | 402 | 0.22% | 0.21% | 247 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lafayette Investments, Inc. | History | No change | 12,326 | 399 | 0.08% | 0.07% | 249 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Baker Ellis Asset Management LLC | History | New | 12,252 | 397 | 0.05% | — | 251 | +12,252 | New | Q1 2026 | Apr 17, 2026 |
| Brooklyn Investment Group | History | Added to | 12,263 | 397 | 0.01% | 0.01% | 250 | +5,930 | 93.64% | Q1 2026 | Apr 29, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 12,421 | 391 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | No change | 12,008 | 389 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11,871 | 384 | 0.0% | 0.0% | 254 | -391 | -3.19% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 11,820 | 383 | 0.0% | 0.0% | 255 | +6,086 | 106.14% | Q1 2026 | May 14, 2026 |
| Directional Asset Management | History | Added to | 11,774 | 381 | 0.35% | 0.32% | 256 | +21 | 0.18% | Q1 2026 | Apr 27, 2026 |
| Creekside Partners | History | Reduced | 11,650 | 377 | 0.16% | 0.16% | 257 | -29 | -0.25% | Q1 2026 | Apr 21, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 11,595 | 376 | 0.03% | 0.02% | 258 | -223 | -1.89% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | Added to | 11,493 | 372 | 0.0% | 0.01% | 259 | +1,159 | 11.22% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 11,682 | 368 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 11,334 | 367 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 11,246 | 364 | 0.0% | 0.0% | 262 | -25,599 | -69.48% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,980 | 356 | 0.01% | 0.01% | 263 | +55 | 0.5% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Reduced | 10,960 | 355 | 0.01% | 0.01% | 264 | -533 | -4.64% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 10,743 | 348 | 0.0% | 0.0% | 265 | +593 | 5.84% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 10,661 | 345 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 10,904 | 343 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 10,352 | 335 | 0.0% | 0.0% | 268 | -1,231 | -10.63% | Q1 2026 | May 14, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 10,276 | 333 | 0.22% | 0.23% | 269 | -417 | -3.9% | Q1 2026 | Apr 21, 2026 |
| Plan A Wealth LLC | History | Added to | 10,102 | 327 | 0.16% | 0.15% | 270 | +408 | 4.21% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 9,954 | 322 | 0.0% | 0.0% | 271 | -1,598 | -13.83% | Q1 2026 | May 14, 2026 |
| Trust Point Inc. | History | No change | 9,880 | 320 | 0.03% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 9,864 | 319 | 0.01% | 0.01% | 273 | -76 | -0.76% | Q1 2026 | May 15, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 9,737 | 315 | 0.17% | 0.15% | 274 | +18 | 0.19% | Q1 2026 | May 07, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 9,596 | 311 | 0.03% | — | 275 | +9,596 | New | Q1 2026 | May 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 9,574 | 310 | 0.01% | 0.0% | 276 | +2,368 | 32.86% | Q1 2026 | May 15, 2026 |
| ENTREWEALTH, LLC | History | No change | 9,569 | 310 | 0.14% | 0.15% | 277 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 9,489 | 308 | 0.01% | 0.01% | 278 | +2,832 | 42.54% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 9,339 | 302 | 0.01% | 0.0% | 279 | +5,069 | 118.71% | Q1 2026 | May 13, 2026 |
| Factor Wealth Management LTD | History | Reduced | 9,272 | 300 | 0.06% | 0.07% | 280 | -1,100 | -10.61% | Q1 2026 | Apr 20, 2026 |
| Facet Wealth, Inc. | History | New | 9,204 | 298 | 0.01% | — | 281 | +9,204 | New | Q1 2026 | May 07, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 9,189 | 297 | 0.04% | 0.04% | 282 | +17 | 0.19% | Q1 2026 | Apr 30, 2026 |
| Paragon Capital Management Ltd | History | No change | 9,005 | 292 | 0.06% | 0.06% | 283 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 8,982 | 291 | 0.17% | 0.16% | 284 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WHITTIER TRUST CO | History | Added to | 8,831 | 290 | 0.0% | 0.0% | 285 | +17 | 0.19% | Q1 2026 | Apr 28, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 8,566 | 277 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Abound Wealth Management | History | Added to | 8,399 | 272 | 0.06% | 0.05% | 288 | +1,672 | 24.86% | Q1 2026 | Apr 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 8,392 | 272 | 0.01% | 0.01% | 287 | +137 | 1.66% | Q1 2026 | Apr 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,219 | 266 | 0.0% | 0.0% | 289 | +516 | 6.7% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 8,216 | 266 | 0.02% | 0.02% | 290 | -79 | -0.95% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 8,112 | 263 | 0.03% | 0.03% | 291 | +16 | 0.2% | Q1 2026 | Apr 22, 2026 |
| Smith Salley Wealth Management | History | Reduced | 8,026 | 260 | 0.01% | 0.01% | 292 | -276 | -3.32% | Q1 2026 | Apr 16, 2026 |
| Triton Financial Group Inc | History | New | 8,124 | 259 | 0.45% | — | 293 | +8,124 | New | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 7,908 | 256 | 0.03% | 0.04% | 295 | -2,915 | -26.93% | Q1 2026 | Apr 15, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 7,904 | 256 | 0.01% | 0.01% | 294 | -767 | -8.85% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 7,889 | 255 | 0.02% | — | 296 | +7,889 | New | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,826 | 253 | 0.01% | 0.01% | 297 | +2 | 0.03% | Q1 2026 | May 14, 2026 |
| Horizon Investment Services, LLC | History | Added to | 7,682 | 249 | 0.09% | 0.09% | 298 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 7,620 | 247 | 0.0% | 0.06% | 299 | -148,363 | -95.11% | Q1 2026 | May 11, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 7,559 | 245 | 0.01% | 0.01% | 300 | -451 | -5.63% | Q1 2026 | May 14, 2026 |