SPDR GOLD TRUST - GLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 75,600,043 | 32,529,942 | 4.19% | 3.1% | 1 | +23,882,026 | 46.18% | Q1 2026 | May 12, 2026 |
| CTC LLC | History | Reduced | 813,657 | 30,424,499 | 14.01% | 10.32% | 2 | -58,551 | -6.71% | Q1 2026 | May 21, 2026 |
| LMR Partners LLP | History | Reduced | 53,844,109 | 23,168,581 | 51.0% | 59.22% | 3 | -25,558,841 | -32.19% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,013,678 | 19,368,935 | 2.17% | 1.96% | 4 | +2,191,462 | 5.12% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,441,722 | 14,819,928 | 2.4% | 1.88% | 5 | +2,856,247 | 9.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 15,523,310 | 6,679,525 | 1.0% | 0.82% | 6 | +2,689,320 | 20.95% | Q1 2026 | May 05, 2026 |
| Castle Hook Partners LP | History | Reduced | 138,286 | 5,950,308 | 25.39% | 35.03% | 7 | -21,139,114 | -99.35% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 12,014,900 | 5,169,891 | 0.09% | 0.07% | 8 | +1,918,175 | 19.0% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,064,195 | 4,760,812 | 0.35% | 0.33% | 9 | -278,880 | -2.46% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 10,912,378 | 4,695,487 | 0.28% | 0.33% | 10 | -2,981,363 | -21.46% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 8,093,048 | 3,482,357 | 23.84% | 8.07% | 11 | +4,108,490 | 103.11% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Reduced | 7,541,624 | 3,245,085 | 1.38% | 1.97% | 12 | -3,723,125 | -33.05% | Q1 2026 | May 11, 2026 |
| Jain Global LLC | History | Added to | 5,697,666 | 2,451,648 | 10.13% | 7.86% | 13 | +1,594,987 | 38.88% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 5,444,049 | 2,342,519 | 0.27% | 0.19% | 14 | +1,488,682 | 37.64% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 4,735,901 | 2,037,810 | 0.54% | 0.52% | 15 | -74,670 | -1.55% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,237,005 | 1,823,141 | 0.34% | 0.34% | 16 | -411,085 | -8.84% | Q1 2026 | May 11, 2026 |
| PEAK6 LLC | History | Added to | 3,298,956 | 1,419,507 | 3.33% | 1.08% | 17 | +1,827,452 | 124.19% | Q1 2026 | May 13, 2026 |
| Belvedere Trading LLC | History | Reduced | 2,870,501 | 1,235,147 | 1.46% | 1.24% | 18 | -36,530 | -1.26% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 2,842,902 | 1,223,272 | 2.27% | 0.93% | 19 | +1,579,567 | 125.03% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 2,455,741 | 1,056,680 | 1.79% | 1.73% | 20 | -19,092 | -0.77% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,208,117 | 1,048,916 | 0.51% | 0.47% | 21 | -210,298 | -14.83% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,407,183 | 1,035,771 | 0.32% | 0.3% | 22 | -61,886 | -2.51% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,402,293 | 1,033,682 | 0.18% | 0.16% | 23 | -128,860 | -5.09% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,435,764 | 1,009,819 | 0.06% | 0.04% | 24 | +872,503 | 55.81% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 1,970,473 | 847,874 | 0.2% | 0.09% | 25 | +1,026,602 | 108.77% | Q1 2026 | May 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 1,555,773 | 669,433 | 1.74% | 2.2% | 26 | -1,261,904 | -44.79% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,524,345 | 654,802 | 0.15% | 0.15% | 27 | -98,973 | -6.1% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,426,918 | 613,988 | 0.65% | 0.64% | 28 | -41,356 | -2.82% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,183,762 | 509,360 | 0.51% | 0.4% | 29 | +83,651 | 7.6% | Q1 2026 | May 14, 2026 |
| Belfer Management LLC | History | Added to | 1,164 | 500,942 | 8.38% | 7.8% | 30 | +41 | 3.65% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,163,890 | 500,810 | 0.13% | 0.14% | 31 | +12,856 | 1.12% | Q1 2026 | May 04, 2026 |
| Comprehensive Financial Management LLC | History | No change | 1,147,529 | 493,770 | 16.38% | 13.71% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marino Management, LLC | History | No change | 1,106,395 | 476,070 | 87.01% | 87.08% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 1,099,100 | 472,931 | 1.25% | 0.79% | 34 | -400,500 | -26.71% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,069,645 | 460,257 | 0.6% | 0.02% | 35 | +1,034,054 | 2905.38% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 1,719,632 | 420,248 | 0.6% | 0.86% | 36 | -497,637 | -22.44% | Q1 2026 | May 15, 2026 |
| Bracebridge Capital, LLC | History | Added to | 953,450 | 410,260 | 11.0% | 5.07% | 37 | +554,750 | 139.14% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 941,071 | 404,933 | 0.01% | 0.01% | 38 | +61,170 | 6.95% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 926,830 | 398,805 | 0.71% | 0.67% | 39 | -11,430 | -1.22% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 883,213 | 380,038 | 0.41% | 0.33% | 40 | +225,342 | 34.25% | Q1 2026 | Apr 16, 2026 |
| Portman Square Capital LLP | History | Added to | 868,500 | 373,706 | 14.39% | 6.27% | 41 | +510,500 | 142.6% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 852,019 | 366,615 | 0.39% | 0.39% | 42 | -37,491 | -4.21% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 851,517 | 366,399 | 0.51% | 0.48% | 43 | -53,552 | -5.92% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 833,595 | 358,699 | 0.53% | 0.49% | 44 | -18,819 | -2.21% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 831,210 | 357,661 | 0.43% | 0.39% | 45 | -1,894 | -0.23% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 830,304 | 357,271 | 0.05% | 0.04% | 46 | +81,779 | 10.93% | Q1 2026 | May 14, 2026 |
| PPSC Investment Service Corp | History | Added to | 781,981 | 336,478 | 26.54% | 21.04% | 47 | +70,775 | 9.95% | Q1 2026 | Apr 23, 2026 |
| Arizona PSPRS Trust | History | No change | 724,052 | 311,552 | 11.46% | 10.56% | 48 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 707,998 | 304,644 | 0.18% | 0.15% | 49 | +12,415 | 1.78% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 679,933 | 292,568 | 0.27% | 0.26% | 50 | -62,437 | -8.41% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 667,851 | 287,369 | 0.37% | 0.44% | 51 | -323,549 | -32.64% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Added to | 666,237 | 286,675 | 0.22% | 0.11% | 52 | +306,914 | 85.41% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 662,700 | 285,153 | 0.48% | 0.71% | 53 | -596,146 | -47.36% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 625,273 | 269,048 | 1.37% | 1.28% | 54 | +34,384 | 5.82% | Q1 2026 | May 08, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 608,400 | 261,788 | 6.92% | 12.84% | 55 | -433,700 | -41.62% | Q1 2026 | May 15, 2026 |
| Starr Indemnity & Liability Co | History | Added to | 607,410 | 261,362 | 66.41% | 63.28% | 56 | +45,190 | 8.04% | Q1 2026 | May 11, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 590,062 | 253,897 | 5.14% | 3.84% | 57 | +43,283 | 7.92% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 584,011 | 251,294 | 0.65% | 0.62% | 58 | -8,587 | -1.45% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 576,874 | 248,223 | 0.33% | 0.32% | 59 | -24,668 | -4.1% | Q1 2026 | Apr 27, 2026 |
| Hudson Bay Capital Management LP | History | New | 566,690 | 243,841 | 0.84% | — | 60 | +566,690 | New | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | New | 537,107 | 231,111 | 2.75% | — | 61 | +537,107 | New | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Added to | 509,516 | 219,239 | 1.77% | 1.11% | 62 | +136,110 | 36.45% | Q1 2026 | May 08, 2026 |
| Allen Investment Management, LLC | History | Added to | 498,458 | 214,481 | 2.65% | 2.11% | 63 | +18,664 | 3.89% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 488,169 | 210,054 | 0.13% | 0.12% | 64 | +208 | 0.04% | Q1 2026 | May 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 475,662 | 204,672 | 1.44% | 0.36% | 65 | +272,982 | 134.69% | Q1 2026 | May 15, 2026 |
| Bleichroeder LP | History | No change | 475,000 | 204,387 | 35.33% | 33.12% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Orbis Allan Gray Ltd | History | Reduced | 473,850 | 203,892 | 0.86% | 0.87% | 67 | -49,936 | -9.53% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 469,508 | 202,024 | 1.13% | 1.05% | 68 | -4,334 | -0.91% | Q1 2026 | Apr 30, 2026 |
| HARVARD MANAGEMENT CO INC | History | Reduced | 464,450 | 199,848 | 11.01% | 11.94% | 69 | -162,000 | -25.86% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 469,933 | 198,567 | 1.39% | 1.12% | 70 | +65,996 | 16.34% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 448,597 | 193,048 | 0.21% | 0.21% | 71 | -10,350 | -2.26% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 447,240 | 192,341 | 0.22% | 0.2% | 72 | +23,325 | 5.5% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 443,742 | 190,937 | 0.15% | 0.14% | 73 | +4,099 | 0.93% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 433,029 | 186,328 | 2.67% | 2.72% | 74 | +17,136 | 4.12% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 430,049 | 185,050 | 0.26% | 0.25% | 75 | -8,201 | -1.87% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 427,919 | 184,129 | 0.7% | 0.62% | 76 | +46,120 | 12.08% | Q1 2026 | Apr 30, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 427,603 | 183,993 | 1.63% | 0.07% | 77 | +411,608 | 2573.35% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 421,700 | 181,453 | 0.45% | 0.4% | 78 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Proficio Capital Partners LLC | History | Added to | 415,470 | 179,136 | 9.57% | 9.63% | 79 | +69,322 | 20.03% | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 404,058 | 173,862 | 2.7% | 2.43% | 80 | -13,633 | -3.26% | Q1 2026 | May 15, 2026 |
| Arnhold LLC | History | Reduced | 392,908 | 169,064 | 12.42% | 15.16% | 81 | -111,525 | -22.11% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 386,735 | 166,408 | 0.48% | 0.27% | 82 | +131,532 | 51.54% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 372,087 | 157,858 | 0.23% | 0.28% | 83 | -3,577,140 | -90.58% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Added to | 360,601 | 155,418 | 3.38% | 3.06% | 84 | +106 | 0.03% | Q1 2026 | May 07, 2026 |
| PRUDENTIAL PLC | History | Added to | 356,021 | 151,166 | 0.89% | 1.06% | 85 | +21,925 | 6.56% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 344,770 | 148,351 | 0.41% | 0.41% | 86 | -75,076 | -17.88% | Q1 2026 | May 04, 2026 |
| WS MANAGEMENT LLLP | History | Added to | 340,678 | 146,590 | 12.94% | 10.08% | 87 | +30,000 | 9.66% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 329,282 | 141,686 | 0.37% | 0.41% | 88 | -50,818 | -13.37% | Q1 2026 | May 14, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 327,333 | 140,835 | 1.53% | 1.35% | 89 | -2,308 | -0.7% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 326,959 | 140,687 | 0.91% | 0.43% | 90 | +49,844 | 17.99% | Q1 2026 | May 15, 2026 |
| Stenham Asset Management Ltd | History | Reduced | 325,001 | 139,844 | 67.93% | 67.64% | 91 | -16,906 | -4.94% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 316,819 | 136,324 | 0.06% | 0.06% | 92 | -47,720 | -13.09% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 313,187 | 134,472 | 0.58% | 0.53% | 93 | -2,085 | -0.66% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 311,108 | 133,094 | 0.62% | 0.53% | 94 | +24,085 | 8.39% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 304,426 | 133,038 | 0.39% | 0.36% | 95 | +156,917 | 106.38% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 306,968 | 132,085 | 3.06% | 3.8% | 96 | +107,799 | 54.12% | Q1 2026 | Apr 27, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | New | 300,000 | 129,087 | 0.22% | — | 97 | +300,000 | New | Q1 2026 | May 14, 2026 |
| Waratah Capital Advisors Ltd. | History | Reduced | 299,000 | 128,656 | 4.9% | 22.79% | 98 | -1,409,200 | -82.5% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 298,497 | 128,440 | 0.23% | 0.21% | 99 | +135,373 | 82.99% | Q1 2026 | May 01, 2026 |
| BAILARD, INC. | History | Reduced | 295,219 | 127,029 | 2.92% | 2.73% | 100 | -15,674 | -5.04% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 301,930 | 125,213 | 0.06% | 0.06% | 101 | +47,063 | 18.47% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 288,898 | 124,309 | 1.38% | 1.08% | 102 | +86,077 | 42.44% | Q1 2026 | May 15, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 288,203 | 124,010 | 8.66% | 3.42% | 103 | +181,003 | 168.85% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 287,470 | 123,695 | 1.08% | 1.06% | 104 | +14,148 | 5.18% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 284,795 | 122,545 | 0.37% | 0.31% | 105 | -7,417 | -2.54% | Q1 2026 | May 13, 2026 |
| CI INVESTMENTS INC. | History | Added to | 282,364 | 121,498 | 0.59% | 0.25% | 106 | +138,846 | 96.74% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 279,732 | 119,769 | 0.06% | 0.16% | 107 | -424,195 | -60.26% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 276,294 | 118,887 | 0.29% | 0.19% | 108 | +70,977 | 34.57% | Q1 2026 | Apr 22, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 275,003 | 118,331 | 4.74% | 4.61% | 109 | -20,415 | -6.91% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 272,262 | 117,151 | 7.03% | 5.3% | 110 | +30,382 | 12.56% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 268,197 | 115,402 | 1.29% | 0.96% | 111 | +54,105 | 25.27% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 264,780 | 113,932 | 0.19% | 0.18% | 112 | -17,981 | -6.36% | Q1 2026 | May 14, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 254,004 | 109,295 | 2.54% | 2.69% | 113 | -29,170 | -10.3% | Q1 2026 | May 15, 2026 |
| C V STARR & CO INC | History | No change | 251,400 | 108,174 | 56.41% | 54.75% | 114 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 247,238 | 106,384 | 1.16% | 0.63% | 115 | +108,077 | 77.66% | Q1 2026 | Apr 20, 2026 |
| BROWN ADVISORY INC | History | Added to | 245,846 | 105,785 | 0.17% | 0.13% | 116 | +10,087 | 4.28% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 241,242 | 103,809 | 0.79% | 0.75% | 117 | -10,648 | -4.23% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | Reduced | 240,177 | 103,345 | 2.18% | 6.22% | 118 | -1,558,114 | -86.64% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 236,225 | 101,645 | 0.16% | 0.16% | 119 | -19,620 | -7.67% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 234,004 | 100,671 | 0.18% | 0.18% | 120 | +624 | 0.27% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 230,612 | 99,230 | 0.07% | — | 121 | +230,612 | New | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 229,013 | 98,542 | 0.41% | 0.3% | 122 | +40,385 | 21.41% | Q1 2026 | May 13, 2026 |
| Cavalier Investments, LLC | History | Added to | 226,125 | 97,299 | 2.63% | 0.45% | 123 | +204,245 | 933.48% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 223,019 | 95,962 | 0.02% | 0.02% | 124 | -36,683 | -14.13% | Q1 2026 | May 05, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 218,753 | 94,127 | 7.22% | 1.81% | 125 | +151,641 | 225.95% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 217,826 | 93,728 | 0.06% | 0.06% | 126 | -812 | -0.37% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 216,349 | 93,092 | 0.5% | 0.49% | 127 | -7,823 | -3.49% | Q1 2026 | May 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 202,840 | 87,279 | 1.41% | 1.32% | 128 | +40,863 | 25.23% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 200,352 | 86,209 | 1.07% | 1.35% | 129 | -59,098 | -22.78% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 199,770 | 85,959 | 2.93% | 3.07% | 130 | -32,675 | -14.06% | Q1 2026 | May 07, 2026 |
| Briaud Financial Planning Inc | History | Added to | 198,343 | 85,325 | 22.37% | 19.36% | 131 | +39 | 0.02% | Q1 2026 | Apr 10, 2026 |
| Fullerton Fund Management Co Ltd. | History | Added to | 196,140 | 84,397 | 6.76% | 2.82% | 132 | +33,485 | 20.59% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 194,699 | 83,761 | 0.08% | 0.09% | 133 | -44,290 | -18.53% | Q1 2026 | May 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 192,914 | 83,008 | 2.24% | 1.61% | 134 | +39,198 | 25.5% | Q1 2026 | Apr 28, 2026 |
| Rathbones Group PLC | History | Reduced | 187,498 | 80,675 | 0.34% | 0.31% | 135 | -12,001 | -6.02% | Q1 2026 | May 12, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 193,125 | 80,090 | 15.8% | 18.17% | 136 | -13,896 | -6.71% | Q1 2026 | May 05, 2026 |
| Children's Medical Center Corp | History | Reduced | 185,220 | 79,698 | 100.0% | 100.0% | 137 | -38,681 | -17.28% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 199,058 | 78,888 | 0.37% | 0.37% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 196,633 | 78,514 | 0.16% | 0.16% | 139 | -91,129 | -31.67% | Q1 2026 | Apr 08, 2026 |
| Erste Asset Management GmbH | History | New | 187,000 | 77,526 | 0.72% | — | 140 | +187,000 | New | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 178,352 | 76,743 | 0.09% | 0.03% | 141 | +115,179 | 182.32% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 191,716 | 76,510 | 0.49% | 0.49% | 142 | +11,194 | 6.2% | Q1 2026 | May 15, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 191,349 | 75,833 | 6.9% | 5.56% | 143 | +54,535 | 39.86% | Q1 2026 | Apr 09, 2026 |
| Rock Creek Group LLC | History | Reduced | 175,899 | 75,687 | 7.66% | 9.25% | 144 | -32,148 | -15.45% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 175,770 | 75,178 | 0.11% | 0.18% | 145 | -138,110 | -44.0% | Q1 2026 | May 15, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 173,122 | 74,492 | 4.18% | 3.9% | 146 | -12,790 | -6.88% | Q1 2026 | Apr 13, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 168,500 | 72,503 | 0.82% | 1.01% | 147 | -83,600 | -33.16% | Q1 2026 | May 05, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 168,773 | 71,508 | 1.24% | 1.18% | 148 | +3,971 | 2.41% | Q1 2026 | May 15, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 162,310 | 69,840 | 9.8% | 10.47% | 149 | -26,413 | -14.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 159,928 | 68,815 | 0.03% | 0.03% | 150 | +10,396 | 6.95% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Reduced | 158,277 | 68,104 | 0.73% | 1.95% | 151 | -44,595 | -21.98% | Q1 2026 | May 12, 2026 |
| Pictet North America Advisors SA | History | Added to | 155,961 | 66,811 | 6.64% | 5.78% | 152 | +1,796 | 1.16% | Q1 2026 | Apr 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 153,629 | 66,105 | 0.05% | 0.04% | 153 | +2,628 | 1.74% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 151,416 | 65,152 | 0.34% | 0.36% | 154 | +21,670 | 16.7% | Q1 2026 | May 15, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 147,877 | 63,629 | 2.27% | 3.05% | 155 | -62,753 | -29.79% | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 145,014 | 62,398 | 2.64% | 2.79% | 156 | -25,605 | -15.01% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 143,492 | 61,746 | 0.31% | 0.28% | 157 | +7,420 | 5.45% | Q1 2026 | May 15, 2026 |
| Rice Partnership, LLC | History | Added to | 142,922 | 61,497 | 8.4% | 7.36% | 158 | +5,593 | 4.07% | Q1 2026 | May 07, 2026 |
| Northside Capital Management, LLC | History | Reduced | 142,480 | 61,307 | 5.38% | 5.78% | 159 | -25,283 | -15.07% | Q1 2026 | Apr 10, 2026 |
| Brookstone Capital Management | History | Reduced | 142,192 | 61,183 | 0.7% | 0.76% | 160 | -25,745 | -15.33% | Q1 2026 | Apr 16, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 137,200 | 59,035 | 0.27% | 0.14% | 161 | +15,634 | 12.86% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | Added to | 135,959 | 58,501 | 3.1% | 2.91% | 162 | +1,692 | 1.26% | Q1 2026 | Apr 24, 2026 |
| Carrhae Capital LLP | History | Added to | 135,800 | 58,433 | 1.75% | 1.08% | 163 | +63,600 | 88.09% | Q1 2026 | May 13, 2026 |
| Hamilton Wealth, LLC | History | Added to | 134,685 | 57,953 | 4.11% | 3.75% | 164 | +84,991 | 171.03% | Q1 2026 | May 18, 2026 |
| Spider Management Company, LLC | History | New | 133,928 | 57,627 | 16.44% | — | 165 | +133,928 | New | Q1 2026 | May 01, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 131,883 | 56,747 | 0.15% | 0.08% | 166 | +43,558 | 49.32% | Q1 2026 | May 15, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 131,069 | 56,398 | 41.78% | 31.56% | 167 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 130,743 | 56,257 | 1.91% | 2.41% | 168 | -61,788 | -32.09% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 130,444 | 56,128 | 0.45% | 0.19% | 169 | +89,431 | 218.06% | Q1 2026 | May 15, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 130,345 | 56,086 | 15.77% | 17.8% | 170 | -10,202 | -7.26% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 141,420 | 56,046 | 0.22% | 0.22% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PAYDEN & RYGEL | History | New | 129,300 | 55,636 | 4.28% | — | 172 | +129,300 | New | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 128,367 | 55,234 | 0.86% | 0.88% | 173 | +759 | 0.59% | Q1 2026 | May 04, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 126,187 | 54,297 | 4.5% | 5.22% | 174 | -17,470 | -12.16% | Q1 2026 | Apr 20, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 125,903 | 54,174 | 0.12% | 0.11% | 175 | -3,736 | -2.88% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 121,093 | 52,105 | 0.95% | 0.99% | 176 | -17,945 | -12.91% | Q1 2026 | Apr 10, 2026 |
| Allworth Financial LP | History | Added to | 120,143 | 51,696 | 0.21% | 0.19% | 177 | +665 | 0.56% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 119,545 | 51,439 | 0.19% | 0.17% | 178 | -2,906 | -2.37% | Q1 2026 | Apr 24, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 119,459 | 51,402 | 4.26% | 4.33% | 179 | -2,342 | -1.92% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 118,414 | 50,896 | 0.1% | 0.09% | 180 | -3,581 | -2.94% | Q1 2026 | May 01, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 116,005 | 49,609 | 8.17% | 8.83% | 181 | -5,374 | -4.43% | Q1 2026 | Apr 07, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 113,086 | 48,659 | 0.73% | 0.63% | 182 | -146 | -0.13% | Q1 2026 | Apr 08, 2026 |
| Curi Capital, LLC | History | Reduced | 110,693 | 47,630 | 0.85% | 0.78% | 183 | -3,337 | -2.93% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 110,098 | 47,373 | 0.26% | 0.15% | 184 | -19 | -0.02% | Q1 2026 | Apr 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 109,512 | 47,121 | 5.2% | 5.41% | 185 | -12,196 | -10.02% | Q1 2026 | Apr 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 108,800 | 46,815 | 0.15% | — | 186 | +108,800 | New | Q1 2026 | May 14, 2026 |
| Townsend & Associates, Inc | History | Reduced | 105,925 | 46,104 | 3.98% | 4.03% | 187 | -714 | -0.67% | Q1 2026 | Apr 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 107,144 | 46,102 | 0.08% | 0.07% | 188 | +6,767 | 6.74% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 106,716 | 45,918 | 0.57% | 0.53% | 189 | -1,350 | -1.25% | Q1 2026 | Apr 20, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 104,158 | 44,818 | 20.13% | 28.14% | 190 | -30,508 | -22.65% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 103,819 | 44,672 | 0.54% | 0.56% | 191 | +4,449 | 4.48% | Q1 2026 | Apr 23, 2026 |
| COMMERCE BANK | History | Added to | 103,629 | 44,590 | 0.22% | 0.18% | 192 | +21,536 | 26.23% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 103,335 | 44,463 | 0.72% | 0.72% | 193 | -6,937 | -6.29% | Q1 2026 | Apr 14, 2026 |
| M&T BANK CORP | History | Reduced | 101,492 | 43,670 | 0.15% | 0.14% | 194 | -4,736 | -4.46% | Q1 2026 | May 12, 2026 |
| TEXAS TREASURY SAFEKEEPING TRUST CO | History | New | 100,617 | 43,294 | 6.98% | — | 195 | +100,617 | New | Q1 2026 | May 15, 2026 |
| VISTA FINANCE, LLC | History | Added to | 100,203 | 43,116 | 34.24% | 24.23% | 196 | +7,748 | 8.38% | Q1 2026 | May 04, 2026 |
| DME Capital Management, LP | History | Reduced | 99,611 | 42,861 | 1.34% | 2.37% | 197 | -70,950 | -41.6% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 98,956 | 42,579 | 0.03% | 0.03% | 198 | -39,624 | -28.59% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 98,695 | 42,467 | 1.57% | 2.38% | 199 | -75,448 | -43.33% | Q1 2026 | May 07, 2026 |
| AMG National Trust Bank | History | Reduced | 97,887 | 42,119 | 0.91% | 0.93% | 200 | -1,515 | -1.52% | Q1 2026 | May 04, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 96,654 | 41,589 | 7.4% | 6.84% | 201 | -8,092 | -7.73% | Q1 2026 | May 11, 2026 |
| Corecam Pte. Ltd. | History | Added to | 96,100 | 41,350 | 17.92% | 12.44% | 202 | +35,710 | 59.13% | Q1 2026 | Apr 14, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 95,827 | 41,233 | 1.72% | 1.82% | 203 | -20,255 | -17.45% | Q1 2026 | Apr 13, 2026 |
| Third Point LLC | History | New | 95,000 | 40,877 | 1.96% | — | 204 | +95,000 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 94,496 | 40,660 | 0.01% | 0.01% | 205 | -3,802 | -3.87% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 94,267 | 40,561 | 0.4% | 0.4% | 206 | +3,981 | 4.41% | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 93,035 | 40,032 | 1.76% | 1.43% | 207 | +12,174 | 15.06% | Q1 2026 | Apr 21, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 92,906 | 39,976 | 0.24% | 0.22% | 208 | +1,263 | 1.38% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 98,314 | 38,962 | 0.01% | 0.01% | 209 | +20,881 | 26.97% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 90,875 | 38,715 | 0.15% | 0.11% | 210 | +18,403 | 25.39% | Q1 2026 | May 11, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 89,269 | 38,412 | 0.07% | 0.04% | 211 | +17,625 | 24.6% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 90,388 | 37,728 | 0.67% | 0.06% | 212 | +87,237 | 2768.55% | Q1 2026 | May 01, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 87,368 | 37,593 | 2.67% | 2.17% | 213 | +10,933 | 14.3% | Q1 2026 | May 12, 2026 |
| Eurizon Asset Management Hungary Ltd. | History | New | 87,044 | 37,454 | 40.21% | — | 214 | +87,044 | New | Q1 2026 | May 07, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 85,975 | 36,994 | 2.69% | 2.03% | 215 | +5,821 | 7.26% | Q1 2026 | Apr 14, 2026 |
| Marex Group plc | History | Added to | 85,893 | 36,958 | 0.23% | 0.04% | 216 | +70,731 | 466.5% | Q1 2026 | May 13, 2026 |
| Keel Point, LLC | History | No change | 92,925 | 36,827 | 2.22% | 2.22% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 85,389 | 36,741 | 1.29% | 1.01% | 218 | +12,679 | 17.44% | Q1 2026 | May 06, 2026 |
| Sicart Associates LLC | History | Reduced | 84,144 | 36,206 | 9.3% | 9.43% | 219 | -5,531 | -6.17% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 83,059 | 35,739 | 0.06% | 0.04% | 220 | +15,979 | 23.82% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 82,463 | 35,483 | 0.47% | 0.53% | 221 | -12,889 | -13.52% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 82,193 | 35,366 | 0.37% | 0.36% | 222 | -2,853 | -3.35% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 82,170 | 35,356 | 0.84% | 0.99% | 223 | -20,034 | -19.6% | Q1 2026 | May 11, 2026 |
| Polymer Capital Management (HK) LTD | History | Reduced | 82,037 | 35,299 | 3.05% | 4.74% | 224 | -2,013 | -2.4% | Q1 2026 | May 14, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 82,000 | 35,284 | 0.21% | 0.64% | 225 | -168,000 | -67.2% | Q1 2026 | May 12, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 81,912 | 35,246 | 6.22% | 6.97% | 226 | -15,186 | -15.64% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 80,696 | 34,722 | 0.78% | 0.75% | 227 | -4,350 | -5.11% | Q1 2026 | May 15, 2026 |
| S&CO INC | History | No change | 80,565 | 34,666 | 2.15% | 1.98% | 228 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 80,089 | 34,461 | 0.27% | 0.21% | 229 | +5,234 | 6.99% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 79,590 | 34,246 | 1.92% | 1.85% | 230 | -2,457 | -2.99% | Q1 2026 | Apr 24, 2026 |
| Ascent Group, LLC | History | Reduced | 79,353 | 34,144 | 1.18% | 1.15% | 231 | -5,816 | -6.83% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 78,627 | 33,832 | 0.12% | 0.11% | 232 | +4,067 | 5.45% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 78,002 | 33,563 | 0.25% | 0.23% | 233 | +6,397 | 8.93% | Q1 2026 | May 15, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 76,850 | 33,067 | 2.5% | 1.0% | 234 | +44,150 | 135.02% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 75,798 | 32,615 | 0.37% | 0.32% | 235 | +5,053 | 7.14% | Q1 2026 | Apr 28, 2026 |
| Marathon Trading Investment Management LLC | History | Added to | 75,146 | 32,334 | 0.88% | 0.31% | 236 | +40,334 | 115.86% | Q1 2026 | May 14, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 74,843 | 32,204 | 1.74% | 1.58% | 237 | -1,224 | -1.61% | Q1 2026 | May 04, 2026 |
| Lee Financial Co | History | Reduced | 74,497 | 32,055 | 4.52% | 4.08% | 238 | -1,846 | -2.42% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 74,204 | 31,872 | 0.87% | 0.69% | 239 | +6,104 | 8.96% | Q1 2026 | Apr 27, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 74,054 | 31,864 | 2.87% | 2.0% | 240 | -11,144 | -13.08% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 73,489 | 31,621 | 2.6% | 2.98% | 241 | -14,553 | -16.53% | Q1 2026 | Apr 08, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 72,330 | 31,122 | 0.49% | 0.43% | 242 | -1,504 | -2.04% | Q1 2026 | May 15, 2026 |
| Pine Ridge Advisers LLC | History | No change | 71,225 | 30,647 | 1.89% | 1.68% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 71,225 | 30,647 | 2.8% | 2.44% | 244 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 70,753 | 30,444 | 0.01% | 0.13% | 245 | -48,212 | -40.53% | Q1 2026 | May 04, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 70,286 | 30,243 | 3.08% | 2.45% | 246 | +8,959 | 14.61% | Q1 2026 | May 08, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 62,950 | 29,979 | 0.49% | — | 247 | +62,950 | New | Q1 2026 | May 15, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 69,567 | 29,933 | 7.34% | 6.47% | 248 | +60 | 0.09% | Q1 2026 | May 15, 2026 |
| Janney Capital Management LLC | History | No change | 75,402 | 29,883 | 1.88% | 1.88% | 249 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 69,304 | 29,820 | 0.84% | 0.68% | 250 | +3,072 | 4.64% | Q1 2026 | Apr 28, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 69,251 | 29,798 | 8.12% | 8.16% | 251 | -3,715 | -5.09% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Reduced | 68,917 | 29,654 | 0.7% | 0.69% | 252 | -8,931 | -11.47% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 68,661 | 29,544 | 0.19% | 0.17% | 253 | +1,331 | 1.98% | Q1 2026 | Apr 27, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 68,511 | 29,479 | 1.0% | 0.98% | 254 | -5,716 | -7.7% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 68,417 | 29,439 | 1.9% | 1.75% | 255 | +859 | 1.27% | Q1 2026 | Apr 15, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | Reduced | 68,178 | 29,336 | 13.58% | 14.45% | 256 | -14,781 | -17.82% | Q1 2026 | Apr 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 67,740 | 29,147 | 3.35% | 3.12% | 257 | -593 | -0.87% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 67,592 | 29,084 | 1.22% | 1.25% | 258 | -2,786 | -3.96% | Q1 2026 | Apr 30, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 67,483 | 29,037 | 5.98% | 6.23% | 259 | -10,453 | -13.41% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 67,248 | 28,936 | 0.45% | 0.48% | 260 | +7,628 | 12.79% | Q1 2026 | May 15, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 67,123 | 28,882 | 8.3% | 7.2% | 261 | -289 | -0.43% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 65,880 | 28,843 | 0.27% | 0.17% | 262 | +26,430 | 67.0% | Q1 2026 | Apr 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 66,690 | 28,696 | 0.01% | 0.01% | 263 | -22,855 | -25.52% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 66,618 | 28,665 | 0.56% | 0.55% | 264 | -4,218 | -5.95% | Q1 2026 | Apr 17, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 64,755 | 27,863 | 5.63% | 5.05% | 265 | -1,253 | -1.9% | Q1 2026 | May 15, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 64,634 | 27,811 | 4.08% | 2.73% | 266 | +20,186 | 45.41% | Q1 2026 | Apr 24, 2026 |
| Intrua Financial, LLC | History | Reduced | 64,461 | 27,737 | 2.86% | 3.8% | 267 | -26,483 | -29.12% | Q1 2026 | Apr 23, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 64,157 | 27,606 | 0.02% | 0.02% | 268 | -31,928 | -33.23% | Q1 2026 | Apr 30, 2026 |
| Arkos Global Advisors | History | Reduced | 63,607 | 27,369 | 3.43% | 3.3% | 269 | -1,515 | -2.33% | Q1 2026 | May 13, 2026 |
| Bayshore Capital Advisors, LLC | History | Reduced | 62,942 | 27,083 | 11.43% | 12.82% | 270 | -1,823 | -2.81% | Q1 2026 | Apr 14, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 62,002 | 26,678 | 8.41% | 7.32% | 271 | -540 | -0.86% | Q1 2026 | May 07, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 61,702 | 26,549 | 1.81% | 1.65% | 272 | +139 | 0.23% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 61,557 | 26,487 | 6.53% | 6.43% | 273 | -7,573 | -10.95% | Q1 2026 | May 15, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 61,119 | 26,298 | 5.81% | 4.55% | 274 | +7,116 | 13.18% | Q1 2026 | Apr 27, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 60,767 | 26,147 | 18.76% | 18.71% | 275 | +241 | 0.4% | Q1 2026 | May 05, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 60,752 | 26,140 | 0.39% | 0.36% | 276 | -1,098 | -1.78% | Q1 2026 | May 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 60,432 | 26,003 | 7.1% | 6.83% | 277 | -4,710 | -7.23% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 60,374 | 25,978 | 1.34% | 1.32% | 278 | -2,168 | -3.47% | Q1 2026 | Apr 17, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Reduced | 60,040 | 25,834 | 0.22% | 0.22% | 279 | -14,154 | -19.08% | Q1 2026 | May 14, 2026 |
| Corecam AG | History | Added to | 137,263 | 25,331 | 21.58% | 15.62% | 280 | +13,480 | 10.89% | Q1 2026 | Apr 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 58,726 | 25,269 | 0.14% | 0.16% | 281 | -12,947 | -18.06% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 58,721 | 25,266 | 0.72% | 0.3% | 282 | +34,783 | 145.3% | Q1 2026 | Apr 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 58,492 | 25,168 | 0.85% | 0.36% | 283 | +2,292 | 4.08% | Q1 2026 | Apr 23, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 61,123 | 25,035 | 0.35% | 0.69% | 284 | -90,867 | -59.78% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Reduced | 57,649 | 24,805 | 0.32% | 0.35% | 285 | -2,735 | -4.53% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 56,710 | 24,402 | 0.04% | 0.02% | 286 | +28,559 | 101.45% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 56,646 | 24,374 | 1.0% | 1.0% | 287 | +146 | 0.26% | Q1 2026 | May 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 56,187 | 24,176 | 1.72% | 1.47% | 288 | +5,217 | 10.24% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 56,060 | 24,121 | 0.14% | 0.12% | 289 | +4,468 | 8.66% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 55,883 | 24,045 | 0.33% | 0.32% | 290 | -207 | -0.37% | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 55,807 | 24,013 | 0.08% | 0.07% | 291 | -315 | -0.56% | Q1 2026 | May 08, 2026 |
| DRW Securities, LLC | History | Reduced | 55,739 | 23,983 | 0.33% | 1.04% | 292 | -43,359 | -43.75% | Q1 2026 | May 13, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 55,631 | 23,937 | 2.41% | 2.07% | 293 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Reduced | 55,284 | 23,788 | 10.9% | 10.59% | 294 | -1,294 | -2.29% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 55,050 | 23,687 | 8.15% | 7.1% | 295 | -224 | -0.41% | Q1 2026 | May 15, 2026 |
| Parametrica Management Ltd | History | New | 55,000 | 23,665 | 26.9% | — | 296 | +55,000 | New | Q1 2026 | May 11, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 54,900 | 23,622 | 0.42% | 0.41% | 297 | -720 | -1.29% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 54,704 | 23,538 | 0.12% | 0.1% | 298 | +5,740 | 11.72% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 54,464 | 23,435 | 0.42% | 0.4% | 299 | -109 | -0.2% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 54,376 | 23,397 | 0.47% | 0.46% | 300 | -2,591 | -4.55% | Q1 2026 | May 14, 2026 |