Grayscale Bitcoin Trust ETF - GBTC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 14,004,882 | 738,897 | 8.0% | 13.05% | 1 | -108,711 | -0.77% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,093,400 | 57,687 | 0.01% | 0.01% | 2 | -657,272 | -37.54% | Q1 2026 | May 15, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | No change | 920,000 | 48,539 | 0.08% | 0.1% | 3 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 908,340 | 47,923 | 0.01% | 0.02% | 4 | -68,874 | -7.05% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 614,073 | 32,398 | 0.03% | 0.05% | 5 | -6,290 | -1.01% | Q1 2026 | May 05, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 633,993 | 31,040 | 1.27% | 1.8% | 6 | -1,008 | -0.16% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 472,100 | 24,907 | 0.0% | 0.0% | 7 | +34,478 | 7.88% | Q1 2026 | May 15, 2026 |
| MSRH, LLC | History | Reduced | 419,620 | 22,139 | 19.61% | 32.21% | 8 | -2,458 | -0.58% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 412,072 | 21,740 | 0.0% | 0.0% | 9 | +70,031 | 20.47% | Q1 2026 | May 12, 2026 |
| MAD RIVER INVESTORS | History | Reduced | 360,139 | 19,000 | 6.84% | 11.22% | 10 | -315 | -0.09% | Q1 2026 | Apr 23, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 355,791 | 18,771 | 2.63% | 3.29% | 11 | +22,950 | 6.9% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 341,133 | 17,998 | 0.04% | 0.05% | 12 | -13,569 | -3.83% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | Reduced | 334,100 | 17,627 | 0.01% | 0.01% | 13 | -121,600 | -26.68% | Q1 2026 | May 05, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 311,393 | 16,429 | 0.7% | 0.92% | 14 | -4,126 | -1.31% | Q1 2026 | May 08, 2026 |
| Vident Advisory, LLC | History | Reduced | 303,100 | 15,991 | 0.14% | 0.21% | 15 | -29,700 | -8.92% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Added to | 282,831 | 14,922 | 0.62% | 0.15% | 16 | +227,247 | 408.84% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 279,960 | 14,770 | 0.7% | 0.94% | 17 | -3,875 | -1.37% | Q1 2026 | Apr 28, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 276,992 | 14,614 | 3.66% | 4.92% | 18 | -1,611 | -0.58% | Q1 2026 | May 07, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 258,734 | 13,650 | 0.94% | 1.22% | 19 | -12,733 | -4.69% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 253,269 | 13,362 | 0.03% | 0.05% | 20 | -6,656 | -2.56% | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 243,712 | 12,858 | 0.06% | 0.07% | 21 | -192 | -0.08% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 216,502 | 11,420 | 0.01% | 0.02% | 22 | -4,628 | -2.09% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 186,939 | 9,859 | 0.01% | 0.01% | 23 | +13,732 | 7.93% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 178,803 | 9,433 | 0.01% | 0.02% | 24 | -28,660 | -13.81% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 174,477 | 9,205 | 0.01% | 0.01% | 25 | -10,499 | -5.68% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 165,469 | 8,730 | 0.03% | 0.04% | 26 | +5,674 | 3.55% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 146,098 | 8,527 | 0.51% | 0.6% | 27 | +11,845 | 8.82% | Q1 2026 | Apr 20, 2026 |
| RBF Capital, LLC | History | No change | 150,000 | 7,914 | 0.39% | 0.46% | 28 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 140,312 | 7,402 | 7.61% | 10.72% | 29 | -2,400 | -1.68% | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 136,100 | 7,180 | 0.0% | 0.01% | 30 | -154,800 | -53.21% | Q1 2026 | May 14, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 133,438 | 7,040 | 0.97% | 1.1% | 31 | -992 | -0.74% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 131,791 | 6,953 | 0.0% | 0.01% | 32 | -4,199 | -3.09% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 129,027 | 6,807 | 0.08% | 0.11% | 33 | +1,920 | 1.51% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 127,176 | 6,709 | 0.04% | 0.05% | 34 | +8,231 | 6.92% | Q1 2026 | Apr 30, 2026 |
| Optiver Holding B.V. | History | Added to | 125,863 | 6,640 | 0.0% | 0.0% | 35 | +108,560 | 627.41% | Q1 2026 | May 15, 2026 |
| SLT Holdings LLC | History | Added to | 124,037 | 6,544 | 4.43% | 5.4% | 36 | +1,262 | 1.03% | Q1 2026 | Apr 21, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | No change | 123,500 | 6,515 | 0.41% | 0.56% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 117,623 | 6,205 | 0.86% | 1.11% | 38 | -1,643 | -1.38% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | No change | 117,106 | 6,178 | 0.03% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 115,300 | 6,012 | 0.01% | 0.02% | 40 | -69,347 | -37.56% | Q1 2026 | Apr 08, 2026 |
| Fielder Capital Group LLC | History | Reduced | 111,292 | 5,871 | 1.28% | 1.64% | 41 | -1,468 | -1.3% | Q1 2026 | May 12, 2026 |
| Once Capital Management, LLC | History | No change | 107,700 | 5,682 | 1.52% | 1.51% | 42 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 107,079 | 5,649 | 0.02% | 0.02% | 43 | -250 | -0.23% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | New | 106,452 | 5,616 | 0.01% | — | 44 | +106,452 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 105,842 | 5,584 | 0.02% | 0.03% | 45 | +5,105 | 5.07% | Q1 2026 | Apr 30, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 102,850 | 5,426 | 0.24% | 0.29% | 46 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Citrine Capital LLC | History | No change | 101,811 | 5,371 | 2.33% | 3.23% | 47 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ICONIQ Capital, LLC | History | No change | 101,575 | 5,359 | 0.12% | 0.1% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 100,000 | 5,276 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 95,610 | 5,044 | 0.52% | 0.68% | 50 | -80 | -0.08% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 90,982 | 4,800 | 0.15% | 0.21% | 51 | -1,174 | -1.27% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 86,496 | 4,563 | 0.0% | 0.0% | 52 | -6,945 | -7.43% | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 84,556 | 4,461 | 0.36% | 0.48% | 53 | -696 | -0.82% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 64,428 | 4,404 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 83,310 | 4,395 | 0.0% | 0.0% | 55 | -4,213 | -4.81% | Q1 2026 | May 14, 2026 |
| Claro Advisors Inc. | History | Reduced | 82,845 | 4,370 | 0.53% | 0.84% | 56 | -7,345 | -8.14% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 81,188 | 4,283 | 0.01% | 0.01% | 57 | -968 | -1.18% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 78,172 | 4,124 | 0.05% | 0.07% | 58 | +1,765 | 2.31% | Q1 2026 | May 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 77,634 | 4,095 | 0.3% | 0.39% | 59 | -300 | -0.38% | Q1 2026 | May 14, 2026 |
| Intellectus Partners, LLC | History | Added to | 76,470 | 4,034 | 0.82% | 1.01% | 60 | +204 | 0.27% | Q1 2026 | Apr 10, 2026 |
| SCS Capital Management LLC | History | Reduced | 75,857 | 4,002 | 0.04% | 0.06% | 61 | -100 | -0.13% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 73,732 | 3,890 | 0.01% | 0.01% | 62 | +1,148 | 1.58% | Q1 2026 | May 15, 2026 |
| Haven Private, LLC | History | Reduced | 73,162 | 3,860 | 1.68% | 2.2% | 63 | -275 | -0.37% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 72,634 | 3,853 | 0.04% | 0.05% | 64 | +564 | 0.78% | Q1 2026 | Apr 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 72,383 | 3,818 | 0.0% | 0.0% | 65 | +2,815 | 4.05% | Q1 2026 | May 04, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 71,640 | 3,779 | 4.58% | 5.09% | 66 | -26 | -0.04% | Q1 2026 | May 15, 2026 |
| Guild Investment Management, Inc. | History | Added to | 67,640 | 3,568 | 2.55% | 3.41% | 67 | +315 | 0.47% | Q1 2026 | Apr 20, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 64,322 | 3,393 | 0.08% | 0.1% | 68 | +100 | 0.16% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group | History | Added to | 57,942 | 3,369 | 0.23% | 0.28% | 69 | +1,630 | 2.89% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 63,342 | 3,341 | 0.26% | 0.35% | 70 | -929 | -1.45% | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 60,950 | 3,215 | 0.01% | 0.01% | 71 | -59,150 | -49.25% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 60,452 | 3,189 | 0.04% | 0.05% | 72 | -403 | -0.66% | Q1 2026 | May 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 56,924 | 3,003 | 0.31% | 0.37% | 73 | -1,495 | -2.56% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | No change | 56,195 | 2,965 | 0.13% | 0.17% | 74 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SELDON CAPITAL LP | History | Reduced | 56,100 | 2,959 | 1.09% | 1.52% | 75 | -8,107 | -12.63% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 55,460 | 2,926 | 0.71% | 0.95% | 76 | -849 | -1.51% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 52,348 | 2,761 | 0.06% | 0.08% | 77 | -1,581 | -2.93% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 52,298 | 2,759 | 0.03% | 0.05% | 78 | -2,710 | -4.93% | Q1 2026 | Apr 20, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 51,294 | 2,706 | 0.3% | 0.38% | 79 | -1,191 | -2.27% | Q1 2026 | Apr 28, 2026 |
| Convergence Financial, LLC | History | Reduced | 51,267 | 2,704 | 0.29% | 0.51% | 80 | -193 | -0.38% | Q1 2026 | May 11, 2026 |
| Verde Capital Management | History | Reduced | 50,734 | 2,676 | 0.57% | 0.75% | 81 | -588 | -1.15% | Q1 2026 | Apr 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 50,416 | 2,659 | 0.0% | 0.0% | 82 | -1,200 | -2.32% | Q1 2026 | May 15, 2026 |
| Ridgepath Capital Management LLC | History | New | 50,324 | 2,655 | 1.32% | — | 83 | +50,324 | New | Q1 2026 | May 07, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 40,493 | 2,591 | 0.82% | 0.42% | 84 | +7,311 | 22.03% | Q1 2026 | Apr 23, 2026 |
| Walleye Trading LLC | History | Added to | 48,458 | 2,556 | 0.0% | 0.0% | 85 | +2,558 | 5.57% | Q1 2026 | May 08, 2026 |
| SMITH, MOORE & CO. | History | Added to | 48,061 | 2,535 | 0.18% | 0.06% | 86 | +36,845 | 328.5% | Q1 2026 | May 05, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 47,819 | 2,522 | 0.04% | 0.07% | 87 | -7,544 | -13.63% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 47,306 | 2,495 | 0.02% | 0.03% | 88 | -112 | -0.24% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Reduced | 46,244 | 2,442 | 0.0% | 0.01% | 89 | -16,547 | -26.35% | Q1 2026 | May 15, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 35,492 | 2,426 | 0.81% | 0.81% | 90 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 45,618 | 2,406 | 0.55% | 0.81% | 91 | -4,227 | -8.48% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 45,451 | 2,397 | 0.0% | 0.0% | 92 | -2,162 | -4.54% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 44,751 | 2,361 | 0.02% | 0.02% | 93 | +2,356 | 5.56% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 43,723 | 2,306 | 0.0% | 0.0% | 94 | -3,140 | -6.7% | Q1 2026 | May 08, 2026 |
| EFG International AG | History | Reduced | 43,550 | 2,297 | 0.05% | 0.06% | 95 | -1,500 | -3.33% | Q1 2026 | May 15, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 43,321 | 2,285 | 0.45% | 0.96% | 96 | -25,855 | -37.38% | Q1 2026 | May 12, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 42,990 | 2,268 | 1.44% | 2.02% | 97 | -686 | -1.57% | Q1 2026 | Apr 27, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 42,379 | 2,235 | 0.31% | 0.39% | 98 | -674 | -1.57% | Q1 2026 | May 04, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 41,652 | 2,197 | 1.21% | 1.62% | 99 | -1,368 | -3.18% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 39,596 | 2,089 | 0.0% | 0.01% | 100 | +1,060 | 2.75% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 39,072 | 2,061 | 0.0% | 0.0% | 101 | +38,972 | 38972.0% | Q1 2026 | May 01, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 38,712 | 2,042 | 0.75% | 0.96% | 102 | -343 | -0.88% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Reduced | 38,378 | 2,024 | 0.02% | 0.03% | 103 | -2,128 | -5.25% | Q1 2026 | Apr 16, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 38,241 | 2,017 | 0.04% | 0.05% | 104 | -1,055 | -2.68% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 36,212 | 1,910 | 0.01% | 0.01% | 105 | +13,666 | 60.61% | Q1 2026 | May 15, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 36,132 | 1,906 | 0.6% | 0.76% | 106 | -300 | -0.82% | Q1 2026 | Apr 21, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 35,399 | 1,867 | 0.1% | 0.14% | 107 | -2,340 | -6.2% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 27,281 | 1,864 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 35,115 | 1,852 | 0.02% | 0.03% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 34,524 | 1,821 | 0.07% | 0.08% | 110 | +1,034 | 3.09% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | Reduced | 33,902 | 1,788 | 0.08% | 0.11% | 111 | -2,909 | -7.9% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 33,832 | 1,784 | 0.01% | 0.02% | 112 | +1,019 | 3.11% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 33,784 | 1,782 | 0.01% | 0.02% | 113 | +9,954 | 41.77% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | No change | 33,282 | 1,755 | 0.17% | 0.22% | 114 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 33,079 | 1,745 | 0.1% | 0.13% | 115 | +3,768 | 12.86% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,167 | 1,697 | 0.01% | 0.01% | 116 | -1,131 | -3.4% | Q1 2026 | Apr 24, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 32,107 | 1,693 | 0.1% | 0.12% | 117 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PYA Waltman Capital, LLC | History | Reduced | 31,882 | 1,682 | 0.47% | 0.61% | 118 | -1,128 | -3.42% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 31,851 | 1,680 | 0.01% | 0.01% | 119 | -3,710 | -10.43% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 31,137 | 1,642 | 0.0% | 0.0% | 120 | +400 | 1.3% | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Reduced | 31,088 | 1,640 | 0.03% | 0.04% | 121 | -45 | -0.14% | Q1 2026 | May 15, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 30,940 | 1,632 | 0.34% | 0.43% | 122 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 29,620 | 1,562 | 0.12% | 0.16% | 123 | -975 | -3.19% | Q1 2026 | Apr 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 29,439 | 1,553 | 0.01% | 0.01% | 124 | -2,808 | -8.71% | Q1 2026 | May 11, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 22,401 | 1,531 | 1.09% | 1.01% | 125 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SPROTT INC. | History | Reduced | 28,795 | 1,519 | 0.04% | 0.08% | 126 | -6,643 | -18.75% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | New | 28,564 | 1,507 | 0.0% | — | 127 | +28,564 | New | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 28,182 | 1,486 | 0.0% | 0.0% | 128 | -610 | -2.12% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 27,664 | 1,459 | 0.01% | 0.01% | 129 | -362 | -1.29% | Q1 2026 | May 15, 2026 |
| QTR Family Wealth, LLC | History | New | 25,060 | 1,448 | 0.6% | — | 130 | +25,060 | New | Q1 2026 | Apr 15, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 27,290 | 1,439 | 0.64% | 0.71% | 131 | -100 | -0.37% | Q1 2026 | May 08, 2026 |
| Canton Hathaway, LLC | History | No change | 27,200 | 1,435 | 0.29% | 0.36% | 132 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Illumine Investment Management, LLC | History | Reduced | 26,951 | 1,421 | 1.09% | 1.35% | 133 | -134 | -0.49% | Q1 2026 | May 04, 2026 |
| Benson Wealth Management INC | History | Reduced | 26,757 | 1,411 | 1.93% | 2.23% | 134 | -2,515 | -8.59% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 26,500 | 1,398 | 0.0% | 0.0% | 135 | -716 | -2.63% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 25,861 | 1,390 | 0.0% | — | 136 | +25,861 | New | Q1 2026 | May 12, 2026 |
| Diligent Investors, LLC | History | Reduced | 25,521 | 1,346 | 0.33% | 0.46% | 137 | -1,900 | -6.93% | Q1 2026 | Apr 15, 2026 |
| Professional Financial Advisors, LLC | History | New | 25,386 | 1,339 | 0.27% | — | 138 | +25,386 | New | Q1 2026 | Apr 13, 2026 |
| Integras Partners LLC | History | Added to | 25,375 | 1,338 | 0.88% | 1.02% | 139 | +6,920 | 37.5% | Q1 2026 | May 12, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 24,657 | 1,300 | 0.33% | 0.45% | 140 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TSFG, LLC | History | No change | 24,592 | 1,297 | 0.2% | 0.25% | 141 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 18,967 | 1,296 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 22,446 | 1,274 | 0.94% | 1.01% | 143 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 24,048 | 1,268 | 0.1% | 0.13% | 144 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Abacus Planning Group, Inc. | History | No change | 23,738 | 1,252 | 0.17% | 0.22% | 145 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 23,579 | 1,244 | 1.05% | 1.18% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 23,296 | 1,229 | 0.04% | 0.05% | 147 | +290 | 1.26% | Q1 2026 | Apr 21, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 23,145 | 1,221 | 0.57% | 0.77% | 148 | -955 | -3.96% | Q1 2026 | Apr 09, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 22,700 | 1,197 | 0.49% | 0.47% | 149 | +8,200 | 56.55% | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Added to | 22,680 | 1,196 | 0.07% | 0.09% | 150 | +4 | 0.02% | Q1 2026 | May 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 22,567 | 1,190 | 0.07% | 0.09% | 151 | -69 | -0.3% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 22,470 | 1,185 | 0.04% | 0.05% | 152 | -319 | -1.4% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Reduced | 22,330 | 1,178 | 0.01% | 0.02% | 153 | -234 | -1.04% | Q1 2026 | May 12, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 22,151 | 1,168 | 0.11% | 0.15% | 154 | +34 | 0.15% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Reduced | 22,056 | 1,163 | 0.15% | 0.2% | 155 | -249 | -1.12% | Q1 2026 | Apr 09, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 21,917 | 1,156 | 0.13% | 0.16% | 156 | -500 | -2.23% | Q1 2026 | Apr 15, 2026 |
| Finer Wealth Management, Inc. | History | Reduced | 21,771 | 1,148 | 0.58% | 0.92% | 157 | -6,100 | -21.89% | Q1 2026 | May 12, 2026 |
| CMG Global Holdings, LLC | History | Added to | 21,706 | 1,145 | 0.55% | 0.11% | 158 | +17,514 | 417.8% | Q1 2026 | May 01, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 21,682 | 1,143 | 0.06% | 0.21% | 159 | -22,480 | -50.9% | Q1 2026 | May 14, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 21,653 | 1,142 | 0.13% | 0.18% | 160 | -1,310 | -5.7% | Q1 2026 | May 15, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 21,620 | 1,141 | 0.08% | 0.1% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 21,290 | 1,123 | 0.0% | 0.0% | 162 | -10,758 | -33.57% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 16,310 | 1,114 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 20,871 | 1,101 | 0.03% | 0.03% | 164 | -205 | -0.97% | Q1 2026 | Apr 21, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 20,606 | 1,087 | 0.52% | 1.83% | 165 | -39,611 | -65.78% | Q1 2026 | Apr 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 20,605 | 1,087 | 0.04% | 0.05% | 166 | -10 | -0.05% | Q1 2026 | Apr 21, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 20,322 | 1,072 | 0.06% | 0.07% | 167 | -1,681 | -7.64% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 20,313 | 1,071 | 0.01% | 0.01% | 168 | +6,355 | 45.53% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 20,059 | 1,058 | 0.0% | 0.0% | 169 | +3,860 | 23.83% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 19,999 | 1,055 | 0.01% | 0.01% | 170 | -181 | -0.9% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 19,882 | 1,048 | 0.04% | 0.05% | 172 | -3,398 | -14.6% | Q1 2026 | Apr 22, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 19,881 | 1,048 | 0.11% | 0.14% | 171 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 19,856 | 1,047 | 0.03% | 0.04% | 173 | +1,792 | 9.92% | Q1 2026 | May 05, 2026 |
| Jump Financial, LLC | History | New | 19,570 | 1,032 | 0.01% | — | 174 | +19,570 | New | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Reduced | 19,451 | 1,026 | 0.02% | 0.03% | 175 | -5,607 | -22.38% | Q1 2026 | May 01, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 19,261 | 1,016 | 0.6% | 0.87% | 176 | -1,696 | -8.09% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | Reduced | 16,176 | 1,015 | 0.03% | 0.05% | 177 | -222 | -1.35% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 19,199 | 1,012 | 0.06% | 0.09% | 178 | -320 | -1.64% | Q1 2026 | Apr 27, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 19,086 | 1,006 | 0.17% | 0.22% | 179 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | Added to | 18,887 | 996 | 0.08% | 0.09% | 180 | +10,897 | 136.38% | Q1 2026 | Apr 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 18,877 | 995 | 0.01% | 0.01% | 181 | -193 | -1.01% | Q1 2026 | May 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 18,630 | 982 | 0.35% | 0.51% | 182 | -1,896 | -9.24% | Q1 2026 | May 14, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 18,627 | 982 | 0.89% | 1.17% | 183 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HCR Wealth Advisors | History | Added to | 18,379 | 969 | 0.1% | 0.12% | 184 | +1,100 | 6.37% | Q1 2026 | Apr 21, 2026 |
| Blue Trust, Inc. | History | No change | 18,235 | 962 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 17,761 | 937 | 0.96% | 1.35% | 186 | -1,400 | -7.31% | Q1 2026 | May 13, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 17,675 | 932 | 0.1% | 0.13% | 187 | -1,334 | -7.02% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 17,520 | 924 | 0.03% | 0.01% | 188 | +6,515 | 59.2% | Q1 2026 | Apr 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 17,318 | 913 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 17,294 | 912 | 0.53% | 0.67% | 190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 17,210 | 908 | 0.07% | 0.06% | 191 | +7,437 | 76.1% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 17,142 | 904 | 0.01% | 0.02% | 192 | -48 | -0.28% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 42,350 | 903 | 0.0% | 0.0% | 193 | -38,640 | -47.71% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 16,964 | 895 | 0.0% | 0.01% | 194 | +275 | 1.65% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 16,647 | 878 | 0.02% | 0.03% | 195 | +530 | 3.29% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 16,522 | 871 | 0.02% | 0.03% | 196 | -4,424 | -21.12% | Q1 2026 | Apr 10, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 16,509 | 871 | 0.02% | 0.03% | 197 | -20 | -0.12% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 16,420 | 865 | 0.0% | 0.0% | 198 | -2,024 | -10.97% | Q1 2026 | May 15, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 13,826 | 848 | 0.13% | 0.15% | 199 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 15,706 | 828 | 0.43% | 0.63% | 200 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 15,614 | 823 | 0.15% | 0.17% | 201 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ACT CAPITAL MANAGEMENT, LLC | History | Reduced | 15,400 | 812 | 0.64% | 1.9% | 202 | -19,000 | -55.23% | Q1 2026 | May 08, 2026 |
| Edge Financial Advisors LLC | History | No change | 11,820 | 808 | 0.34% | 0.34% | 203 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NorthRock Partners, LLC | History | Added to | 15,253 | 804 | 0.01% | 0.02% | 205 | +100 | 0.66% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 13,105 | 804 | 0.02% | 0.02% | 204 | +54 | 0.41% | Q1 2026 | May 04, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 15,049 | 793 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 14,847 | 783 | 0.12% | 0.16% | 207 | +297 | 2.04% | Q1 2026 | May 06, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 14,770 | 779 | 0.09% | 0.1% | 208 | +2,341 | 18.83% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 14,739 | 777 | 0.0% | 0.01% | 209 | -6,390 | -30.24% | Q1 2026 | May 05, 2026 |
| Empower Advisory Group, LLC | History | Added to | 14,682 | 774 | 0.0% | 0.0% | 210 | +6,806 | 86.41% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 14,490 | 764 | 0.04% | 0.05% | 211 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 14,134 | 745 | 0.26% | 0.39% | 212 | -181 | -1.26% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Reduced | 14,068 | 742 | 0.0% | 0.01% | 213 | -1,869 | -11.73% | Q1 2026 | May 13, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 14,069 | 742 | 0.13% | 0.19% | 214 | -505 | -3.47% | Q1 2026 | Apr 15, 2026 |
| Embree Financial Group | History | Added to | 14,017 | 739 | 0.09% | 0.11% | 215 | +1,330 | 10.48% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 13,997 | 738 | 0.02% | 0.05% | 216 | -14,708 | -51.24% | Q1 2026 | Apr 07, 2026 |
| Private Capital Advisors, Inc. | History | New | 13,998 | 738 | 0.08% | — | 217 | +13,998 | New | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | Reduced | 13,957 | 736 | 0.01% | 0.01% | 218 | -797 | -5.4% | Q1 2026 | May 01, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 10,765 | 735 | 0.11% | 0.16% | 219 | -1,275 | -10.59% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 13,925 | 734 | 0.03% | 0.04% | 220 | -415 | -2.89% | Q1 2026 | May 12, 2026 |
| Copia Wealth Management | History | Reduced | 13,816 | 728 | 0.5% | 0.75% | 221 | -1,476 | -9.65% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 13,727 | 724 | 0.01% | 0.01% | 222 | +180 | 1.33% | Q1 2026 | May 01, 2026 |
| Aries Wealth Management | History | No change | 13,720 | 723 | 0.16% | 0.21% | 223 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Malaga Cove Capital, LLC | History | No change | 13,659 | 720 | 0.26% | 0.32% | 224 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | No change | 13,531 | 713 | 0.22% | 0.28% | 225 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,476 | 710 | 0.01% | 0.01% | 226 | -2,101 | -13.49% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Management LLC | History | Reduced | 13,249 | 699 | 0.07% | 0.12% | 227 | -462 | -3.37% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 13,244 | 698 | 0.01% | 0.02% | 228 | -1,125 | -7.83% | Q1 2026 | Apr 14, 2026 |
| BlackRock, Inc. | History | No change | 13,220 | 697 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NavPoint Financial, Inc. | History | No change | 13,200 | 696 | 0.28% | 0.39% | 230 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 13,107 | 691 | 0.02% | 0.02% | 231 | -620 | -4.52% | Q1 2026 | May 04, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 12,939 | 682 | 0.1% | 0.14% | 232 | -333 | -2.51% | Q1 2026 | Apr 21, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 12,744 | 672 | 0.11% | 0.15% | 233 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Plancorp, LLC | History | No change | 11,726 | 668 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Aspen Grove Capital, LLC | History | No change | 12,655 | 667 | 0.13% | 0.15% | 235 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HEADINVEST, LLC | History | Reduced | 12,500 | 659 | 0.14% | 0.34% | 236 | -12,500 | -50.0% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Reduced | 12,389 | 653 | 0.01% | 0.01% | 237 | -500 | -3.88% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 12,365 | 652 | 0.02% | 0.04% | 238 | -1,857 | -13.06% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,455 | 646 | 0.0% | 0.0% | 239 | +1,435 | 17.89% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 12,175 | 642 | 0.01% | 0.01% | 240 | +1,000 | 8.95% | Q1 2026 | May 06, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 12,120 | 639 | 0.55% | — | 241 | +12,120 | New | Q1 2026 | Apr 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,819 | 623 | 0.01% | 0.01% | 242 | +4,754 | 67.29% | Q1 2026 | Apr 20, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 11,800 | 622 | 0.63% | 0.76% | 243 | -360 | -2.96% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 11,777 | 621 | 0.01% | 0.02% | 244 | -74 | -0.62% | Q1 2026 | May 12, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Reduced | 11,750 | 619 | 0.11% | 0.15% | 245 | -1,500 | -11.32% | Q1 2026 | Apr 24, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 11,600 | 612 | 0.02% | 0.03% | 246 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 11,583 | 611 | 0.03% | 0.05% | 247 | -342 | -2.87% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 11,417 | 602 | 0.0% | 0.0% | 248 | +2,197 | 23.83% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 11,319 | 597 | 0.03% | 0.04% | 249 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 11,193 | 590 | 0.1% | 0.18% | 250 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 11,155 | 588 | 0.39% | 0.62% | 251 | -2,300 | -17.09% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Reduced | 11,093 | 585 | 0.02% | 0.04% | 252 | -1,227 | -9.96% | Q1 2026 | May 19, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 11,045 | 582 | 0.05% | 0.07% | 253 | -1,694 | -13.3% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 10,986 | 582 | 0.01% | 0.01% | 254 | -239 | -2.13% | Q1 2026 | May 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 10,894 | 574 | 0.04% | 0.07% | 255 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 10,833 | 571 | 0.01% | 0.02% | 256 | -2,165 | -16.66% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 10,796 | 569 | 0.01% | 0.01% | 257 | -665 | -5.8% | Q1 2026 | Apr 21, 2026 |
| Galaxy Group Investments LLC | History | No change | 8,335 | 569 | 0.07% | 0.07% | 258 | 0 | 0.0% | Q4 2025 | Mar 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,697 | 564 | 0.0% | 0.0% | 259 | -3,242 | -23.26% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 10,910 | 564 | 0.02% | 0.03% | 260 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Reduced | 10,665 | 562 | 0.08% | 0.18% | 261 | -7,132 | -40.07% | Q1 2026 | Apr 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 10,585 | 558 | 0.24% | 0.45% | 262 | -4,910 | -31.69% | Q1 2026 | May 01, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 10,410 | 549 | 0.01% | 0.01% | 263 | -600 | -5.45% | Q1 2026 | May 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 10,249 | 540 | 0.27% | 0.36% | 264 | -40 | -0.39% | Q1 2026 | Apr 16, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 10,182 | 537 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keystone Global Partners, LLC | History | No change | 10,147 | 535 | 0.24% | 0.3% | 266 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 10,116 | 533 | 0.43% | 0.55% | 267 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Tidal Investments LLC | History | New | 10,270 | 532 | 0.0% | — | 268 | +10,270 | New | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | No change | 10,040 | 529 | 0.18% | 0.18% | 269 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ZEGA Investments, LLC | History | Added to | 10,000 | 527 | 0.06% | 0.04% | 271 | +5,000 | 100.0% | Q1 2026 | May 08, 2026 |
| Oxbow Advisors, LLC | History | No change | 10,000 | 527 | 0.04% | 0.06% | 270 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sage Investment Advisers LLC | History | Reduced | 9,900 | 525 | 0.39% | 0.54% | 272 | -600 | -5.71% | Q1 2026 | Apr 10, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 9,946 | 524 | 0.06% | 0.24% | 273 | -17,632 | -63.94% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | New | 8,681 | 523 | 0.01% | — | 275 | +8,681 | New | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 9,922 | 523 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 9,784 | 516 | 0.01% | 0.01% | 276 | -1,004 | -9.31% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 9,750 | 514 | 0.01% | 0.02% | 277 | -120 | -1.22% | Q1 2026 | Apr 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 9,758 | 514 | 0.02% | 0.02% | 278 | +43 | 0.44% | Q1 2026 | Apr 08, 2026 |
| Montz Harcus Wealth Management LLC | History | No change | 9,741 | 513 | 0.21% | 0.27% | 279 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 9,713 | 512 | 0.01% | 0.01% | 280 | -3,150 | -24.49% | Q1 2026 | May 08, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 9,669 | 510 | 0.01% | 0.01% | 281 | +3,523 | 57.32% | Q1 2026 | Apr 21, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 9,561 | 504 | 0.12% | 0.07% | 282 | +5,287 | 123.7% | Q1 2026 | Apr 17, 2026 |
| United Advisor Group, LLC | History | Added to | 9,530 | 502 | 0.06% | 0.08% | 283 | +14 | 0.15% | Q1 2026 | Apr 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 9,485 | 500 | 0.02% | 0.03% | 284 | +360 | 3.95% | Q1 2026 | May 18, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 9,421 | 497 | 0.07% | 0.1% | 285 | -702 | -6.93% | Q1 2026 | Apr 13, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 9,408 | 496 | 0.09% | 0.1% | 286 | -10 | -0.11% | Q1 2026 | May 11, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 9,371 | 494 | 0.14% | 0.19% | 287 | -288 | -2.98% | Q1 2026 | May 01, 2026 |
| Secure Asset Management, LLC | History | Reduced | 9,333 | 492 | 0.08% | 0.1% | 288 | -257 | -2.68% | Q1 2026 | Apr 09, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 7,890 | 491 | 0.01% | 0.01% | 289 | -694 | -8.08% | Q1 2026 | May 11, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 9,474 | 490 | 0.03% | 0.04% | 290 | -343 | -3.49% | Q1 2026 | May 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 9,243 | 487 | 0.04% | — | 291 | +9,243 | New | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,168 | 483 | 0.0% | 0.0% | 292 | +617 | 7.22% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 9,143 | 482 | 0.02% | 0.02% | 293 | -594 | -6.1% | Q1 2026 | Apr 28, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 9,121 | 481 | 0.05% | 0.14% | 294 | -10,214 | -52.83% | Q1 2026 | Apr 15, 2026 |
| Bison Wealth, LLC | History | No change | 7,740 | 478 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 8,944 | 471 | 0.11% | 0.16% | 296 | -199 | -2.18% | Q1 2026 | Apr 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 8,665 | 470 | 0.05% | 0.09% | 297 | +105 | 1.23% | Q1 2026 | Apr 10, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 8,852 | 467 | 0.01% | 0.03% | 298 | -7,395 | -45.52% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 8,805 | 464 | 0.01% | — | 299 | +8,805 | New | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 8,773 | 462 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 15, 2026 |