SCHWAB STRATEGIC TRUST - FNDX
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 | Added to | 419,422,622 | 11,680,920 | 1.78% | 1.75% | 1 | +5,979,401 | 1.45% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 27,495,487 | 765,687 | 1.34% | 1.11% | 2 | +6,102,140 | 28.52% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 12,454,472 | 346,857 | 1.27% | 0.81% | 3 | +4,162,731 | 50.2% | Q1 2026 | Apr 24, 2026 |
| Boulay Financial Advisors, LLC | History | Added to | 9,567,867 | 266,465 | 30.58% | 29.2% | 4 | +441,607 | 4.84% | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | Added to | 9,370,273 | 260,962 | 11.76% | 11.43% | 5 | +190,377 | 2.07% | Q1 2026 | May 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 8,425,671 | 234,654 | 4.75% | 4.4% | 6 | +396,756 | 4.94% | Q1 2026 | Apr 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,164,384 | 227,354 | 0.05% | 0.05% | 7 | -323,515 | -3.81% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,622,443 | 184,435 | 0.05% | 0.04% | 8 | +1,468,243 | 28.49% | Q1 2026 | May 04, 2026 |
| Steele Capital Management, Inc. | History | Added to | 6,300,154 | 175,459 | 7.27% | 7.14% | 9 | +187,464 | 3.07% | Q1 2026 | Apr 29, 2026 |
| LPL Financial LLC | History | Added to | 5,825,215 | 162,232 | 0.04% | 0.04% | 10 | +673,893 | 13.08% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 5,436,335 | 151,401 | 0.01% | 0.01% | 11 | +214,259 | 4.1% | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | Added to | 4,671,904 | 130,112 | 17.69% | 17.14% | 12 | +5,341 | 0.11% | Q1 2026 | May 04, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 3,974,516 | 110,690 | 22.03% | 21.53% | 13 | -119,197 | -2.91% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 3,891,438 | 108,376 | 0.12% | 0.11% | 14 | +108,569 | 2.87% | Q1 2026 | May 13, 2026 |
| Charles Schwab Trust Co | History | Added to | 3,218,779 | 89,642 | 5.81% | 5.56% | 15 | +109,011 | 3.51% | Q1 2026 | Apr 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,144,222 | 87,566 | 0.01% | 0.01% | 16 | +13,371 | 0.43% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,050,385 | 84,953 | 2.01% | 2.12% | 17 | -442,644 | -12.67% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,704,685 | 75,325 | 2.25% | 2.58% | 18 | -437,937 | -13.94% | Q1 2026 | May 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 2,683,602 | 74,738 | 5.91% | 5.55% | 19 | +34,540 | 1.3% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,629,717 | 73,237 | 0.01% | 0.01% | 20 | +101,050 | 4.0% | Q1 2026 | May 05, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 2,494,669 | 69,476 | 0.43% | 0.41% | 21 | +32,851 | 1.33% | Q1 2026 | May 15, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 2,371,188 | 66,037 | 9.47% | 9.16% | 22 | +14,759 | 0.63% | Q1 2026 | Apr 27, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 2,329,590 | 64,879 | 19.88% | 19.82% | 23 | -51,204 | -2.15% | Q1 2026 | Apr 13, 2026 |
| Lee Financial Co | History | Reduced | 2,183,679 | 60,815 | 8.58% | 8.53% | 24 | -140,451 | -6.04% | Q1 2026 | Apr 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 2,178,555 | 60,672 | 9.49% | 8.66% | 25 | +165,072 | 8.2% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,175,364 | 60,584 | 0.16% | 0.13% | 26 | +327,418 | 17.72% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 2,169,172 | 60,411 | 0.04% | 0.04% | 27 | +47,431 | 2.24% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 2,145,776 | 59,759 | 0.01% | 0.01% | 28 | -195,846 | -8.36% | Q1 2026 | May 05, 2026 |
| True North Advisors, LLC | History | New | 2,073,839 | 57,756 | 6.58% | — | 29 | +2,073,839 | New | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,031,747 | 56,584 | 0.27% | 0.26% | 30 | -15,921 | -0.78% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,024,776 | 56,389 | 0.06% | 0.06% | 31 | +87,716 | 4.53% | Q1 2026 | May 05, 2026 |
| Prairiewood Capital, LLC | History | Added to | 1,914,777 | 53,326 | 15.42% | 15.41% | 32 | +90,716 | 4.97% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,696,212 | 51,208 | 6.83% | 6.89% | 33 | +133,686 | 8.56% | Q1 2026 | May 06, 2026 |
| Ashford Advisors, LLC | History | No change | 1,835,393 | 51,115 | 11.91% | 10.93% | 34 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 1,704,754 | 47,477 | 23.13% | 22.97% | 35 | -11,198 | -0.65% | Q1 2026 | Apr 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 1,702,554 | 47,416 | 3.93% | 3.29% | 36 | +385,731 | 29.29% | Q1 2026 | Apr 20, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 1,594,298 | 44,401 | 5.56% | 5.91% | 37 | +17,673 | 1.12% | Q1 2026 | Apr 16, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 1,500,003 | 41,775 | 7.23% | 7.28% | 38 | +20,649 | 1.4% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | Reduced | 1,475,727 | 41,115 | 0.05% | 0.05% | 39 | -22,741 | -1.52% | Q1 2026 | May 14, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 1,465,255 | 40,807 | 2.14% | 2.05% | 40 | +97,328 | 7.11% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,300,970 | 36,236 | 0.05% | 0.08% | 41 | -757,427 | -36.8% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 1,256,720 | 34,984 | 0.04% | 0.04% | 42 | +50,449 | 4.18% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,205,610 | 33,576 | 0.05% | 0.04% | 43 | -9,212 | -0.76% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 1,144,416 | 31,871 | 1.16% | 1.32% | 44 | -200,679 | -14.92% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 1,144,416 | 31,871 | 4.17% | 5.4% | 45 | -200,679 | -14.92% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,138,243 | 31,700 | 0.58% | 0.58% | 46 | +27,974 | 2.52% | Q1 2026 | May 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 1,127,401 | 31,398 | 0.53% | — | 47 | +1,127,401 | New | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,105,098 | 30,776 | 0.17% | 0.13% | 48 | +188,169 | 20.52% | Q1 2026 | Apr 15, 2026 |
| Urban Financial Advisory Corp | History | Added to | 1,078,214 | 30,028 | 10.62% | 8.48% | 49 | +284,075 | 35.77% | Q1 2026 | May 08, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 1,051,900 | 29,579 | 15.68% | 20.49% | 50 | -258,254 | -19.71% | Q1 2026 | Apr 08, 2026 |
| Eagle Strategies LLC | History | Added to | 1,047,751 | 29,179 | 3.49% | 3.6% | 51 | +11,481 | 1.11% | Q1 2026 | Apr 20, 2026 |
| Planned Solutions, Inc. | History | Reduced | 1,043,467 | 29,060 | 9.51% | 9.16% | 52 | -6,412 | -0.61% | Q1 2026 | Apr 09, 2026 |
| Richardson Capital Management LLC | History | Added to | 1,006,825 | 28,040 | 13.54% | 11.09% | 53 | +194,728 | 23.98% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,002,283 | 27,852 | 0.04% | 0.03% | 54 | +43,891 | 4.58% | Q1 2026 | May 15, 2026 |
| Berman McAleer LLC | History | Reduced | 987,609 | 27,504 | 3.75% | 3.71% | 55 | -9,136 | -0.92% | Q1 2026 | Apr 17, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 927,402 | 27,386 | 4.58% | 4.48% | 56 | +40,330 | 4.55% | Q1 2026 | May 08, 2026 |
| Solitude Financial Services | History | Added to | 935,707 | 27,144 | 8.03% | 8.24% | 57 | +17,300 | 1.88% | Q1 2026 | Apr 16, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Added to | 962,107 | 26,794 | 13.41% | 15.05% | 58 | +43,202 | 4.7% | Q1 2026 | May 08, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 961,046 | 26,765 | 5.28% | 5.28% | 59 | +34,465 | 3.72% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 954,774 | 26,590 | 1.6% | 1.29% | 60 | +175,175 | 22.47% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 873,539 | 26,110 | 0.33% | 0.33% | 61 | -59,990 | -6.43% | Q1 2026 | May 06, 2026 |
| Haverford Trust Co | History | Added to | 900,180 | 25,070 | 0.23% | 0.21% | 62 | +25,524 | 2.92% | Q1 2026 | May 11, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 888,910 | 24,756 | 4.75% | 4.49% | 63 | +19,319 | 2.22% | Q1 2026 | Apr 22, 2026 |
| Certified Advisory Corp | History | Added to | 882,278 | 24,571 | 2.2% | 2.07% | 64 | +45,724 | 5.47% | Q1 2026 | Apr 17, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 873,054 | 24,314 | 3.36% | 3.39% | 65 | -43,800 | -4.78% | Q1 2026 | Apr 22, 2026 |
| CPC Advisors, LLC | History | Reduced | 837,371 | 23,320 | 3.78% | 2.33% | 66 | -9,565 | -1.13% | Q1 2026 | Apr 16, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 819,334 | 22,818 | 2.54% | 5.91% | 67 | -1,146,810 | -58.33% | Q1 2026 | May 07, 2026 |
| NorthCoast Asset Management LLC | History | New | 813,606 | 22,658 | 0.53% | — | 68 | +813,606 | New | Q1 2026 | May 13, 2026 |
| Firestone Capital Management | History | Added to | 776,713 | 21,631 | 4.5% | 4.44% | 69 | +7,967 | 1.04% | Q1 2026 | May 08, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 769,432 | 21,428 | 1.15% | 1.45% | 70 | -197,070 | -20.39% | Q1 2026 | May 06, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 768,156 | 21,393 | 6.52% | 6.62% | 71 | +22,211 | 2.98% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 750,213 | 20,893 | 0.16% | 0.19% | 72 | -119,800 | -13.77% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 742,041 | 20,665 | 0.01% | 0.01% | 73 | +26,501 | 3.7% | Q1 2026 | May 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 741,202 | 20,642 | 7.4% | 7.11% | 74 | +3,705 | 0.5% | Q1 2026 | Apr 14, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 739,590 | 20,597 | 1.67% | 1.57% | 75 | -13,777 | -1.83% | Q1 2026 | Apr 06, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 734,136 | 20,445 | 2.35% | 2.12% | 76 | +28,574 | 4.05% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 705,882 | 19,658 | 0.11% | 0.1% | 77 | +89,689 | 14.56% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 693,270 | 19,308 | 0.0% | 0.0% | 78 | -60,223 | -7.99% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 688,232 | 19,167 | 0.01% | 0.01% | 79 | +31,057 | 4.73% | Q1 2026 | May 14, 2026 |
| Aufman Associates Inc | History | Added to | 678,694 | 18,901 | 9.27% | 8.01% | 80 | +104,086 | 18.11% | Q1 2026 | May 15, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 675,288 | 18,806 | 5.38% | 5.0% | 81 | +3,360 | 0.5% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 672,060 | 18,716 | 0.03% | 0.02% | 82 | +250,939 | 59.59% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 652,918 | 18,183 | 0.46% | 0.45% | 83 | +17,688 | 2.78% | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | Added to | 649,070 | 18,076 | 0.03% | 0.02% | 84 | +119,466 | 22.56% | Q1 2026 | May 15, 2026 |
| Envision Financial LLC | History | Reduced | 644,177 | 17,940 | 9.65% | 9.43% | 85 | -11,244 | -1.72% | Q1 2026 | Apr 16, 2026 |
| VVR Holdings LLC | History | Added to | 643,199 | 17,913 | 9.25% | 8.97% | 86 | +8,812 | 1.39% | Q1 2026 | Apr 16, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 637,515 | 17,754 | 2.2% | 0.31% | 87 | +546,831 | 603.01% | Q1 2026 | Apr 16, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 615,469 | 17,140 | 1.86% | 1.86% | 88 | -238,383 | -27.92% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 615,116 | 17,130 | 1.22% | 1.12% | 89 | +41,033 | 7.15% | Q1 2026 | May 15, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 608,089 | 16,935 | 6.67% | 6.48% | 90 | -1,941 | -0.32% | Q1 2026 | Apr 23, 2026 |
| White Pine Investment CO | History | Added to | 605,014 | 16,850 | 3.92% | 3.78% | 91 | +15,330 | 2.6% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 603,952 | 16,820 | 0.25% | 0.25% | 92 | +15,013 | 2.55% | Q1 2026 | May 13, 2026 |
| Northland Capital Management LLC | History | Reduced | 601,226 | 16,744 | 9.16% | 10.93% | 93 | -115,806 | -16.15% | Q1 2026 | Apr 21, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 594,200 | 16,548 | 4.54% | 4.19% | 94 | +40,146 | 7.25% | Q1 2026 | Apr 28, 2026 |
| Gotham Asset Management, LLC | History | Added to | 585,044 | 16,293 | 0.05% | 0.05% | 95 | +99,829 | 20.57% | Q1 2026 | May 15, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 563,449 | 15,692 | 2.79% | 2.78% | 96 | +10,858 | 1.96% | Q1 2026 | Apr 22, 2026 |
| Wealth Forward, LLC | History | Added to | 561,949 | 15,650 | 8.83% | 8.43% | 97 | +13,468 | 2.46% | Q1 2026 | May 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 548,912 | 15,287 | 3.9% | 2.95% | 98 | +162,863 | 42.19% | Q1 2026 | Apr 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 544,387 | 15,161 | 0.04% | 0.03% | 99 | +98,361 | 22.05% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 538,839 | 15,006 | 0.07% | 0.08% | 100 | -45,179 | -7.74% | Q1 2026 | May 14, 2026 |
| Williams Financial, LLC | History | Reduced | 531,596 | 14,804 | 8.62% | 8.53% | 101 | -10,168 | -1.88% | Q1 2026 | Apr 24, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 521,499 | 14,523 | 2.09% | 1.87% | 102 | +30,534 | 6.22% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 516,215 | 14,376 | 0.0% | 0.0% | 103 | +60,536 | 13.28% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 497,884 | 13,866 | 0.01% | 0.0% | 104 | +160,750 | 47.68% | Q1 2026 | May 15, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 494,636 | 13,775 | 4.88% | 4.54% | 105 | +35,856 | 7.82% | Q1 2026 | Apr 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 481,843 | 13,419 | 0.17% | 0.15% | 106 | +35,199 | 7.88% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Reduced | 471,904 | 13,142 | 2.16% | 2.12% | 107 | -6,585 | -1.38% | Q1 2026 | Apr 28, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 454,730 | 12,664 | 8.19% | 7.08% | 108 | +53,252 | 13.26% | Q1 2026 | May 08, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 449,824 | 12,527 | 0.29% | 0.27% | 109 | +24,059 | 5.65% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 448,705 | 12,285 | 0.01% | 0.01% | 110 | +68,805 | 18.11% | Q1 2026 | May 15, 2026 |
| Alhambra Investment Management LLC | History | Added to | 429,428 | 11,959 | 5.52% | 5.18% | 111 | +20,536 | 5.02% | Q1 2026 | Apr 15, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 424,251 | 11,815 | 3.5% | 3.55% | 112 | -8,249 | -1.91% | Q1 2026 | May 06, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 423,721 | 11,800 | 11.18% | 11.03% | 113 | +11,847 | 2.88% | Q1 2026 | May 11, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 418,625 | 11,658 | 8.94% | 8.63% | 114 | -793 | -0.19% | Q1 2026 | Apr 22, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 416,723 | 11,605 | 7.76% | 7.52% | 115 | -9,455 | -2.22% | Q1 2026 | Apr 21, 2026 |
| Systelligence, LLC | History | Added to | 415,305 | 11,566 | 2.25% | 1.83% | 116 | +62,937 | 17.86% | Q1 2026 | Apr 21, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 411,084 | 11,448 | 7.44% | 7.06% | 117 | +4,617 | 1.14% | Q1 2026 | May 06, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 409,100 | 11,393 | 0.43% | 0.37% | 118 | +2 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 407,463 | 11,347 | 1.3% | 1.53% | 119 | -76,386 | -15.79% | Q1 2026 | Apr 15, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 394,397 | 10,983 | 5.19% | 4.25% | 120 | +58,358 | 17.37% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 392,060 | 10,918 | 0.02% | 0.02% | 121 | +11,875 | 3.12% | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 383,541 | 10,681 | 1.93% | — | 122 | +383,541 | New | Q1 2026 | May 01, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 382,602 | 10,655 | 6.87% | 6.3% | 123 | +206 | 0.05% | Q1 2026 | Apr 24, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 382,404 | 10,649 | 0.44% | 0.34% | 124 | +79,339 | 26.18% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 381,483 | 10,624 | 0.02% | — | 125 | +381,483 | New | Q1 2026 | May 15, 2026 |
| American Trust | History | Reduced | 381,429 | 10,622 | 0.94% | 0.9% | 126 | -11,674 | -2.97% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 377,494 | 10,513 | 0.08% | 0.08% | 127 | +17,172 | 4.77% | Q1 2026 | Apr 07, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 375,907 | 10,469 | 5.99% | 5.64% | 128 | +8,937 | 2.44% | Q1 2026 | May 13, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 375,200 | 10,449 | 9.19% | 11.32% | 129 | +14,790 | 4.1% | Q1 2026 | May 08, 2026 |
| Lakewood Asset Management LLC | History | Added to | 370,631 | 10,322 | 6.6% | 5.66% | 130 | +16,761 | 4.74% | Q1 2026 | Apr 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 365,247 | 10,172 | 2.29% | 2.12% | 131 | +25,334 | 7.45% | Q1 2026 | Apr 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 359,192 | 10,003 | 0.04% | 0.04% | 132 | +9,069 | 2.59% | Q1 2026 | Apr 30, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 352,270 | 9,810 | 1.4% | 1.46% | 133 | -22,260 | -5.94% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 351,073 | 9,777 | 0.1% | 0.09% | 134 | +8,329 | 2.43% | Q1 2026 | May 08, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 350,606 | 9,764 | 6.39% | 6.46% | 135 | -556 | -0.16% | Q1 2026 | May 08, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 346,925 | 9,661 | 2.33% | 2.19% | 136 | +13,710 | 4.11% | Q1 2026 | May 05, 2026 |
| AlTi Global, Inc. | History | Added to | 331,660 | 9,236 | 0.2% | 0.19% | 137 | +1,061 | 0.32% | Q1 2026 | May 07, 2026 |
| RHS Financial, LLC | History | Added to | 327,868 | 9,131 | 4.33% | 4.17% | 138 | +14,092 | 4.49% | Q1 2026 | Apr 28, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 318,893 | 8,881 | 0.46% | 0.41% | 139 | +37,005 | 13.13% | Q1 2026 | Apr 21, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 316,903 | 8,825 | 0.01% | 0.02% | 140 | -295,688 | -48.27% | Q1 2026 | May 15, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 316,570 | 8,816 | 3.72% | 3.45% | 141 | +16,130 | 5.37% | Q1 2026 | Apr 15, 2026 |
| Breakwater Capital Group | History | Added to | 308,870 | 8,602 | 1.15% | 1.02% | 142 | +40,814 | 15.23% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 313,460 | 8,560 | 0.0% | 0.0% | 143 | +166,571 | 113.4% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 302,089 | 8,452 | 0.02% | 0.02% | 144 | -254,594 | -45.73% | Q1 2026 | Apr 08, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 301,018 | 8,383 | 4.36% | 4.37% | 145 | +19,433 | 6.9% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 298,416 | 8,310 | 0.95% | 1.01% | 146 | -27,332 | -8.39% | Q1 2026 | May 15, 2026 |
| Darrow Company, Inc. | History | Added to | 293,128 | 8,145 | 3.67% | 3.48% | 147 | +8,722 | 3.07% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 277,989 | 7,741 | 0.18% | 0.19% | 148 | -27,241 | -8.92% | Q1 2026 | Apr 30, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 273,605 | 7,619 | 4.07% | 3.72% | 149 | +28,276 | 11.53% | Q1 2026 | May 01, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 270,853 | 7,543 | 1.19% | 1.11% | 150 | -7,450 | -2.68% | Q1 2026 | May 05, 2026 |
| BCS Wealth Management | History | Reduced | 269,852 | 7,515 | 1.53% | 1.29% | 151 | -199,702 | -42.53% | Q1 2026 | Apr 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 264,710 | 7,372 | 7.69% | — | 152 | +264,710 | New | Q1 2026 | Apr 16, 2026 |
| Red Tortoise LLC | History | Reduced | 254,175 | 7,078 | 2.95% | 2.96% | 153 | -1,868 | -0.73% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 251,606 | 7,007 | 0.27% | 0.27% | 154 | -19,069 | -7.04% | Q1 2026 | May 11, 2026 |
| COWA, LLC | History | Added to | 238,448 | 6,640 | 1.79% | 1.91% | 155 | +8,205 | 3.56% | Q1 2026 | May 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 236,154 | 6,576 | 4.98% | 5.23% | 156 | +6,689 | 2.92% | Q1 2026 | Apr 13, 2026 |
| Flatrock Wealth Partners LLC | History | New | 235,974 | 6,571 | 2.96% | — | 157 | +235,974 | New | Q1 2026 | Apr 29, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 232,093 | 6,463 | 0.55% | 0.59% | 158 | -26,250 | -10.16% | Q1 2026 | May 05, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 229,813 | 6,400 | 1.08% | 1.05% | 159 | -6,693 | -2.83% | Q1 2026 | Apr 29, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 228,662 | 6,368 | 3.72% | 3.41% | 160 | +16,636 | 7.85% | Q1 2026 | May 01, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 228,266 | 6,357 | 1.83% | 1.67% | 161 | +363 | 0.16% | Q1 2026 | Apr 27, 2026 |
| Avant Capital LLC | History | Reduced | 225,480 | 6,279 | 4.42% | 4.24% | 162 | -1,788 | -0.79% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | Added to | 223,227 | 6,216 | 0.71% | 0.53% | 163 | +54,272 | 32.12% | Q1 2026 | Apr 10, 2026 |
| AE Wealth Management LLC | History | Added to | 219,974 | 6,126 | 0.03% | 0.03% | 164 | +18,508 | 9.19% | Q1 2026 | May 13, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 217,446 | 6,055 | 0.72% | 0.69% | 165 | +7,440 | 3.54% | Q1 2026 | Apr 17, 2026 |
| Csenge Advisory Group | History | Added to | 214,229 | 5,966 | 0.27% | 0.09% | 166 | +137,948 | 180.84% | Q1 2026 | Apr 30, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 207,036 | 5,765 | 0.56% | 0.53% | 167 | +4,808 | 2.38% | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 203,798 | 5,675 | 0.08% | 0.08% | 168 | +888 | 0.44% | Q1 2026 | May 12, 2026 |
| Verum Partners LLC | History | Reduced | 203,090 | 5,656 | 1.07% | 1.2% | 169 | -16,513 | -7.52% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 202,869 | 5,650 | 0.04% | 0.04% | 170 | -2,417 | -1.18% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 198,002 | 5,514 | 0.02% | 0.01% | 171 | +26,487 | 15.44% | Q1 2026 | May 08, 2026 |
| Bravera Wealth | History | Added to | 191,643 | 5,337 | 2.4% | 2.15% | 172 | +33,639 | 21.29% | Q1 2026 | Apr 22, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 191,609 | 5,336 | 2.43% | 1.51% | 173 | +71,469 | 59.49% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 189,211 | 5,269 | 0.55% | 0.59% | 174 | +147 | 0.08% | Q1 2026 | Apr 29, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 184,682 | 5,143 | 0.16% | 0.17% | 175 | -9,414 | -4.85% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 184,641 | 5,142 | 0.02% | 0.02% | 176 | +6,820 | 3.84% | Q1 2026 | May 14, 2026 |
| Payne Capital LLC | History | Reduced | 181,278 | 5,048 | 4.63% | 6.71% | 177 | -60,863 | -25.14% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 180,450 | 5,025 | 0.02% | 0.01% | 178 | +17,742 | 10.9% | Q1 2026 | May 14, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 179,561 | 5,000 | 3.32% | 3.3% | 179 | -538 | -0.3% | Q1 2026 | May 04, 2026 |
| Capital Advantage, Inc. | History | Added to | 179,386 | 4,995 | 0.65% | 0.55% | 180 | +30,261 | 20.29% | Q1 2026 | Apr 10, 2026 |
| Savant Capital, LLC | History | Reduced | 177,453 | 4,942 | 0.02% | 0.03% | 181 | -35,678 | -16.74% | Q1 2026 | May 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 175,773 | 4,895 | 0.05% | 0.06% | 182 | -9,027 | -4.88% | Q1 2026 | Apr 27, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 174,986 | 4,873 | 2.95% | 2.91% | 183 | -4,618 | -2.57% | Q1 2026 | Apr 22, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 174,000 | 4,845 | 1.27% | 1.35% | 184 | -14,132 | -7.51% | Q1 2026 | May 01, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 171,751 | 4,783 | 4.96% | 4.57% | 185 | +3,671 | 2.18% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 170,941 | 4,760 | 0.17% | 0.16% | 186 | -812 | -0.47% | Q1 2026 | Apr 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 169,260 | 4,713 | 0.58% | 0.55% | 187 | +187 | 0.11% | Q1 2026 | May 05, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 166,818 | 4,669 | 4.48% | 6.21% | 188 | -72,920 | -30.42% | Q1 2026 | May 15, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 167,354 | 4,660 | 1.1% | 1.02% | 189 | -2,872 | -1.69% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 170,866 | 4,649 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 166,819 | 4,645 | 0.47% | 0.38% | 191 | +35,866 | 27.39% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 166,819 | 4,645 | 0.69% | 0.54% | 192 | +35,866 | 27.39% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 163,487 | 4,553 | 0.06% | 0.04% | 193 | +68,343 | 71.83% | Q1 2026 | May 15, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 163,983 | 4,499 | 0.7% | 0.7% | 194 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 161,470 | 4,496 | 3.0% | 3.44% | 195 | -19,333 | -10.69% | Q1 2026 | Apr 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 159,827 | 4,451 | 0.27% | 0.26% | 196 | -1,939 | -1.2% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 159,284 | 4,436 | 0.02% | 0.02% | 197 | +42,422 | 36.3% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 159,235 | 4,434 | 0.02% | 0.02% | 198 | +5,476 | 3.56% | Q1 2026 | Apr 30, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 158,058 | 4,401 | 0.98% | 1.0% | 199 | -129 | -0.08% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 157,807 | 4,398 | 0.02% | 0.02% | 200 | +43,032 | 37.49% | Q1 2026 | May 15, 2026 |
| Stillwater Wealth Management Group | History | Added to | 156,852 | 4,368 | 2.7% | 1.83% | 201 | +57,882 | 58.48% | Q1 2026 | May 11, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 156,749 | 4,365 | 1.18% | 0.96% | 202 | +29,812 | 23.49% | Q1 2026 | May 05, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 155,097 | 4,319 | 0.24% | 0.3% | 203 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 154,811 | 4,311 | 0.01% | 0.01% | 204 | -7,139 | -4.41% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 152,815 | 4,255 | 0.0% | 0.0% | 205 | +23,991 | 18.62% | Q1 2026 | May 11, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 151,966 | 4,232 | 0.69% | 0.6% | 206 | +9,556 | 6.71% | Q1 2026 | Apr 24, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 151,291 | 4,213 | 0.97% | 0.93% | 207 | +2,292 | 1.54% | Q1 2026 | Apr 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 150,000 | 4,177 | 0.0% | — | 208 | +150,000 | New | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 150,800 | 4,103 | 0.03% | 0.03% | 209 | +862 | 0.57% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 149,389 | 4,064 | 0.3% | 0.3% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 145,345 | 4,047 | 3.17% | 3.02% | 211 | +19,200 | 15.22% | Q1 2026 | May 12, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 144,819 | 4,033 | 2.71% | 2.67% | 212 | +3,629 | 2.57% | Q1 2026 | Apr 14, 2026 |
| BlackRock, Inc. | History | Added to | 140,123 | 3,902 | 0.0% | 0.0% | 213 | +34,587 | 32.77% | Q1 2026 | May 13, 2026 |
| FCA CORP /TX | History | Reduced | 137,964 | 3,842 | 1.09% | 1.09% | 214 | -4,079 | -2.87% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 137,409 | 3,738 | 2.37% | 2.37% | 215 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Advisors Inc. | History | Added to | 131,337 | 3,657 | 0.71% | 0.67% | 216 | +1,228 | 0.94% | Q1 2026 | Apr 16, 2026 |
| Next Capital Management LLC | History | Added to | 128,008 | 3,565 | 1.08% | 1.05% | 217 | +7,771 | 6.46% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 127,507 | 3,551 | 0.07% | 0.07% | 218 | +6,550 | 5.42% | Q1 2026 | Apr 13, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 127,177 | 3,541 | 1.2% | 0.1% | 219 | +116,338 | 1073.33% | Q1 2026 | May 04, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 124,849 | 3,477 | 0.34% | 0.34% | 220 | -348 | -0.28% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 121,637 | 3,387 | 0.12% | 0.06% | 221 | +77,067 | 172.91% | Q1 2026 | May 19, 2026 |
| Valmark Advisers, Inc. | History | Added to | 121,403 | 3,381 | 0.04% | 0.04% | 222 | +16,067 | 15.25% | Q1 2026 | May 01, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 120,471 | 3,355 | 1.15% | 1.12% | 223 | +1,947 | 1.64% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 119,620 | 3,331 | 0.0% | — | 224 | +119,620 | New | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 119,602 | 3,330 | 0.12% | 0.11% | 225 | +7 | 0.01% | Q1 2026 | May 06, 2026 |
| Carnegie Investment Counsel | History | Added to | 116,986 | 3,258 | 0.06% | 0.03% | 226 | +52,721 | 82.04% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 119,420 | 3,249 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prostatis Group LLC | History | Added to | 113,083 | 3,149 | 0.81% | 0.71% | 228 | +4,227 | 3.88% | Q1 2026 | May 12, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 113,931 | 3,100 | 1.03% | 1.03% | 229 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 111,013 | 3,098 | 0.03% | 0.03% | 230 | +2,041 | 1.87% | Q1 2026 | Apr 07, 2026 |
| Prospera Financial Services Inc | History | Reduced | 111,209 | 3,097 | 0.05% | 0.05% | 231 | -3,722 | -3.24% | Q1 2026 | Apr 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 109,100 | 3,038 | 0.0% | — | 233 | +109,100 | New | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 109,114 | 3,038 | 0.05% | 0.06% | 232 | -7,407 | -6.36% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 108,898 | 3,032 | 0.08% | 0.09% | 234 | +1,054 | 0.98% | Q1 2026 | May 11, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 108,542 | 3,022 | 0.69% | 0.67% | 235 | -215 | -0.2% | Q1 2026 | May 14, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 105,806 | 2,946 | 0.67% | 0.63% | 236 | +4,505 | 4.45% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 105,539 | 2,939 | 0.05% | 0.05% | 237 | +1,178 | 1.13% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 104,700 | 2,915 | 0.02% | 0.02% | 238 | -15,814 | -13.12% | Q1 2026 | May 13, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 103,441 | 2,880 | 1.21% | 1.17% | 239 | +647 | 0.63% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 104,223 | 2,835 | 0.14% | 0.13% | 240 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 100,547 | 2,800 | 0.21% | 0.22% | 241 | +102 | 0.1% | Q1 2026 | May 15, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 98,187 | 2,734 | 2.06% | 2.04% | 242 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 97,047 | 2,702 | 0.07% | — | 243 | +97,047 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 94,596 | 2,634 | 0.02% | 0.02% | 244 | -5,223 | -5.23% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 93,876 | 2,614 | 0.0% | 0.0% | 245 | +34,732 | 58.72% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 93,454 | 2,602 | 0.08% | 0.09% | 246 | -1,913 | -2.01% | Q1 2026 | May 07, 2026 |
| PFG Advisors | History | Reduced | 90,404 | 2,517 | 0.12% | 0.12% | 247 | -979 | -1.07% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 89,751 | 2,499 | 0.0% | 0.0% | 248 | -3,753 | -4.01% | Q1 2026 | Apr 27, 2026 |
| Capital Group Private Client Services, Inc. | History | New | 89,522 | 2,493 | 0.04% | — | 249 | +89,522 | New | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 89,157 | 2,483 | 0.0% | — | 250 | +89,157 | New | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 89,026 | 2,479 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Austin Private Wealth, LLC | History | No change | 91,067 | 2,477 | 0.18% | 0.18% | 252 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 87,404 | 2,434 | 0.02% | 0.01% | 253 | +47,703 | 120.16% | Q1 2026 | May 15, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 86,052 | 2,396 | 1.25% | 1.27% | 254 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Clarkston Capital Partners, LLC | History | Reduced | 84,310 | 2,348 | 0.18% | 0.3% | 255 | -390,400 | -82.24% | Q1 2026 | May 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 84,288 | 2,347 | 0.61% | 0.6% | 256 | +5,893 | 7.52% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 84,475 | 2,298 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 82,460 | 2,297 | 0.0% | 0.0% | 258 | +48,248 | 141.03% | Q1 2026 | May 14, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 81,804 | 2,278 | 1.14% | 1.1% | 259 | +988 | 1.22% | Q1 2026 | Apr 16, 2026 |
| MASECO LLP | History | Reduced | 80,446 | 2,240 | 0.07% | 0.1% | 260 | -6,145 | -7.1% | Q1 2026 | Apr 21, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 80,173 | 2,232 | 1.06% | 1.09% | 261 | -590 | -0.73% | Q1 2026 | May 01, 2026 |
| Westmount Partners, LLC | History | No change | 79,721 | 2,220 | 0.55% | 0.54% | 262 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 83,755 | 2,123 | 0.54% | 0.48% | 263 | +4,606 | 5.82% | Q1 2026 | Apr 17, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 75,944 | 2,115 | 0.22% | 0.1% | 264 | +41,058 | 117.69% | Q1 2026 | May 07, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 74,801 | 2,083 | 1.59% | 1.5% | 265 | +8 | 0.01% | Q1 2026 | May 08, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 74,474 | 2,074 | 0.05% | 0.05% | 266 | -3,621 | -4.64% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 74,367 | 2,071 | 0.02% | 0.02% | 267 | +11,836 | 18.93% | Q1 2026 | May 13, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 70,974 | 1,980 | 0.55% | 0.62% | 268 | -6,213 | -8.05% | Q1 2026 | Apr 08, 2026 |
| Colonial Trust Co / SC | History | Added to | 71,017 | 1,977 | 0.27% | 0.11% | 270 | +41,224 | 138.37% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Added to | 71,003 | 1,977 | 0.06% | 0.05% | 269 | +19,784 | 38.63% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 70,728 | 1,969 | 0.11% | 0.1% | 271 | +3,243 | 4.81% | Q1 2026 | May 06, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 70,689 | 1,968 | 0.15% | 0.13% | 272 | +1,636 | 2.37% | Q1 2026 | Apr 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 69,096 | 1,924 | 0.0% | 0.0% | 273 | -6,295 | -8.35% | Q1 2026 | May 13, 2026 |
| Briggs Wealth Management, Inc | History | Reduced | 68,535 | 1,908 | 2.02% | 2.14% | 274 | -4,783 | -6.52% | Q1 2026 | May 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 68,413 | 1,905 | 0.31% | 0.3% | 275 | +1,391 | 2.08% | Q1 2026 | Apr 07, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 67,871 | 1,890 | 1.59% | 1.57% | 276 | +274 | 0.41% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 67,597 | 1,882 | 0.08% | 0.09% | 277 | -1,490 | -2.16% | Q1 2026 | Apr 28, 2026 |
| NORTHERN TRUST CORP | History | Added to | 67,369 | 1,876 | 0.0% | 0.0% | 278 | +37,254 | 123.71% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 67,238 | 1,872 | 0.01% | 0.01% | 279 | +6,832 | 11.31% | Q1 2026 | May 05, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 65,900 | 1,835 | 0.29% | 0.28% | 280 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 65,555 | 1,825 | 0.17% | 0.17% | 281 | +68 | 0.1% | Q1 2026 | May 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 65,072 | 1,812 | 0.2% | 0.18% | 282 | +5,985 | 10.13% | Q1 2026 | Apr 16, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 64,926 | 1,808 | 0.55% | 0.64% | 283 | -4,650 | -6.68% | Q1 2026 | May 05, 2026 |
| Harbor Group, Inc. | History | Reduced | 64,940 | 1,808 | 0.26% | 0.26% | 284 | -41 | -0.06% | Q1 2026 | Apr 10, 2026 |
| Bulwark Capital Corp | History | Reduced | 64,511 | 1,796 | 1.11% | 1.28% | 285 | -1,629 | -2.46% | Q1 2026 | Apr 07, 2026 |
| VANGUARD GROUP INC | History | No change | 65,507 | 1,782 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 63,765 | 1,775 | 0.09% | 0.09% | 287 | -2,996 | -4.49% | Q1 2026 | May 07, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 62,929 | 1,752 | 1.22% | 1.08% | 288 | +4,244 | 7.23% | Q1 2026 | Apr 21, 2026 |
| Berger Financial Group, Inc | History | Added to | 62,257 | 1,733 | 0.1% | 0.08% | 289 | +13,626 | 28.02% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 61,975 | 1,725 | 0.03% | 0.02% | 290 | +17,558 | 39.53% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 60,896 | 1,695 | 0.01% | 0.01% | 291 | +8,974 | 17.28% | Q1 2026 | May 15, 2026 |
| Madison Asset Management, LLC | History | No change | 60,771 | 1,692 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | Added to | 60,409 | 1,686 | 0.03% | 0.03% | 293 | +257 | 0.43% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 59,391 | 1,654 | 0.9% | 0.86% | 294 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 58,968 | 1,642 | 0.85% | 1.1% | 295 | -3,900 | -6.2% | Q1 2026 | Apr 30, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 58,923 | 1,641 | 0.1% | 0.1% | 296 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 57,862 | 1,611 | 0.04% | 0.04% | 297 | +750 | 1.31% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 54,180 | 1,594 | 0.04% | 0.04% | 298 | -152 | -0.28% | Q1 2026 | May 04, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 56,384 | 1,570 | 0.72% | 0.79% | 299 | -7,817 | -12.18% | Q1 2026 | Apr 22, 2026 |
| Directional Asset Management | History | Added to | 56,296 | 1,567 | 1.43% | 1.34% | 300 | +222 | 0.4% | Q1 2026 | Apr 27, 2026 |