World Gold Trust - GLDM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 18,594,406 | 1,723,515 | 1.12% | 0.92% | 1 | +206,914 | 1.13% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,505,554 | 881,069 | 0.17% | 0.12% | 2 | +1,591,839 | 20.11% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 8,807,008 | 816,321 | 0.05% | 0.05% | 3 | -1,755,073 | -16.62% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 7,472,647 | 692,639 | 12.44% | 11.75% | 4 | +97,862 | 1.33% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,671,812 | 618,410 | 0.05% | 0.05% | 5 | -987,745 | -12.9% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 5,951,012 | 551,599 | 1.43% | 1.35% | 6 | +82,469 | 1.41% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 3,493,932 | 323,852 | 0.01% | 0.01% | 7 | +427,988 | 13.96% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 3,328,360 | 308,505 | 6.57% | 6.08% | 8 | -48,907 | -1.45% | Q1 2026 | May 07, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 3,236,300 | 289,066 | 1.44% | 0.92% | 9 | +1,006,700 | 45.15% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Reduced | 3,072,074 | 284,750 | 0.04% | 0.05% | 10 | -340,354 | -9.97% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 3,022,407 | 280,146 | 0.07% | 0.07% | 11 | +29,517 | 0.99% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,713,587 | 252,417 | 0.06% | 0.06% | 12 | -156,781 | -5.46% | Q1 2026 | May 15, 2026 |
| Evergreen Quality Fund GP, Ltd. | History | No change | 2,587,215 | 239,808 | 5.49% | 4.36% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 2,353,509 | 218,146 | 4.42% | — | 14 | +2,353,509 | New | Q1 2026 | Apr 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,805,066 | 167,311 | 0.23% | 0.21% | 15 | +150,497 | 9.1% | Q1 2026 | May 15, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 1,849,410 | 165,189 | 6.77% | — | 16 | +1,849,410 | New | Q1 2026 | Apr 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,679,954 | 155,714 | 0.19% | 0.27% | 17 | -957,938 | -36.31% | Q1 2026 | May 13, 2026 |
| Gradient Investments LLC | History | Added to | 1,628,261 | 150,923 | 2.34% | 1.49% | 18 | +526,647 | 47.81% | Q1 2026 | Apr 13, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 1,603,510 | 148,629 | 1.2% | 1.03% | 19 | +65,600 | 4.27% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,590,521 | 147,423 | 0.22% | 0.21% | 20 | -104,903 | -6.19% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,586,932 | 147,092 | 0.16% | 0.12% | 21 | +251,348 | 18.82% | Q1 2026 | May 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,516,600 | 140,573 | 0.45% | 0.02% | 22 | +1,449,700 | 2166.97% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 1,486,595 | 137,792 | 0.41% | 0.63% | 23 | -1,135,822 | -43.31% | Q1 2026 | May 08, 2026 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | History | New | 1,438,678 | 133,351 | 4.7% | — | 24 | +1,438,678 | New | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,427,080 | 132,276 | 0.12% | 0.12% | 25 | -177,763 | -11.08% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,397,630 | 129,547 | 0.02% | 0.02% | 26 | -5,330 | -0.38% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,282,254 | 118,852 | 0.02% | 0.02% | 27 | -65,726 | -4.88% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 1,267,461 | 117,480 | 0.17% | 0.15% | 28 | +85,890 | 7.27% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,259,342 | 116,728 | 0.06% | 0.1% | 29 | -932,559 | -42.55% | Q1 2026 | May 04, 2026 |
| Hollow Brook Wealth Management LLC | History | Added to | 1,220,485 | 113,126 | 28.86% | 26.91% | 30 | +1,808 | 0.15% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,147,085 | 106,323 | 0.03% | 0.03% | 31 | -95,919 | -7.72% | Q1 2026 | May 04, 2026 |
| COHEN & STEERS, INC. | History | Added to | 1,117,518 | 103,583 | 0.18% | 0.13% | 32 | +305,441 | 37.61% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,130,958 | 101,017 | 0.01% | 0.01% | 33 | -327,524 | -22.46% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,064,169 | 98,637 | 0.12% | 0.09% | 34 | +154,566 | 16.99% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 965,713 | 89,452 | 0.19% | 0.2% | 35 | -20,480 | -2.08% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 960,174 | 88,998 | 0.03% | 0.03% | 36 | -116,144 | -10.79% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 922,738 | 85,528 | 0.22% | 0.22% | 37 | -8,783 | -0.94% | Q1 2026 | May 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 839,269 | 77,791 | 0.41% | 0.27% | 38 | +220,342 | 35.6% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 817,316 | 75,757 | 1.38% | 1.32% | 39 | +11,953 | 1.48% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 865,251 | 73,870 | 0.48% | 0.48% | 40 | +49,558 | 6.08% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 788,797 | 73,112 | 0.73% | 0.94% | 41 | -205,012 | -20.63% | Q1 2026 | May 12, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 779,777 | 72,277 | 20.78% | 18.12% | 42 | -10,520 | -1.33% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 749,413 | 69,463 | 0.01% | 0.01% | 43 | -91,162 | -10.85% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 740,271 | 68,615 | 0.12% | 0.1% | 44 | +76,347 | 11.5% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 720,395 | 64,813 | 1.16% | 0.02% | 45 | +714,776 | 12720.7% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 682,057 | 63,219 | 0.3% | 0.37% | 46 | -242,557 | -26.23% | Q1 2026 | Apr 24, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 676,633 | 62,717 | 1.69% | 1.48% | 47 | +20,519 | 3.13% | Q1 2026 | Apr 28, 2026 |
| Quadrature Capital Ltd | History | New | 671,197 | 62,213 | 0.74% | — | 48 | +671,197 | New | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 671,036 | 62,198 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 658,621 | 61,047 | 2.95% | 4.53% | 50 | -364,371 | -35.62% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 655,124 | 60,723 | 0.26% | 0.22% | 51 | +36,830 | 5.96% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 640,580 | 60,406 | 0.57% | 0.58% | 52 | +4,874 | 0.77% | Q1 2026 | Apr 07, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 625,603 | 57,987 | 3.59% | 3.43% | 53 | -35,550 | -5.38% | Q1 2026 | Apr 22, 2026 |
| Verde Servicos Internacionais S.A. | History | Added to | 595,207 | 55,170 | 16.9% | 10.03% | 54 | +228,870 | 62.48% | Q1 2026 | Apr 17, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 583,756 | 54,108 | 2.57% | 4.17% | 55 | -337,636 | -36.64% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 581,505 | 53,899 | 1.48% | 1.17% | 56 | +47,931 | 8.98% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Reduced | 546,469 | 50,652 | 0.03% | 0.03% | 57 | -10,790 | -1.94% | Q1 2026 | May 12, 2026 |
| Greenline Partners, LLC | History | Reduced | 529,278 | 49,058 | 5.27% | 5.79% | 58 | -63,661 | -10.74% | Q1 2026 | May 15, 2026 |
| NEPC LLC | History | Reduced | 516,438 | 47,868 | 0.95% | 1.16% | 59 | -118,537 | -18.67% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | Reduced | 510,875 | 47,353 | 3.58% | 3.51% | 60 | -2,057 | -0.4% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 488,913 | 45,317 | 0.05% | 0.04% | 61 | +23,077 | 4.95% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 477,239 | 44,235 | 0.01% | 0.01% | 62 | -312,516 | -39.57% | Q1 2026 | May 15, 2026 |
| Main Street Research LLC | History | Added to | 469,451 | 43,513 | 2.53% | 2.26% | 63 | +7,135 | 1.54% | Q1 2026 | Apr 30, 2026 |
| American Investment Services, Inc. | History | Reduced | 469,354 | 43,504 | 9.7% | 10.16% | 64 | -43,640 | -8.51% | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | Added to | 468,008 | 43,379 | 3.47% | 3.02% | 65 | +28,945 | 6.59% | Q1 2026 | Apr 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 459,307 | 42,573 | 0.06% | 0.03% | 66 | +156,290 | 51.58% | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 458,522 | 42,500 | 0.09% | 0.07% | 67 | +104,667 | 29.58% | Q1 2026 | May 05, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 442,711 | 41,034 | 5.93% | 6.09% | 68 | -90,529 | -16.98% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 423,360 | 39,241 | 0.02% | 0.02% | 69 | -31,677 | -6.96% | Q1 2026 | May 07, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 413,927 | 38,366 | 7.62% | 8.05% | 70 | -33,467 | -7.48% | Q1 2026 | Apr 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 401,802 | 37,243 | 5.51% | 5.23% | 71 | +3,071 | 0.77% | Q1 2026 | Apr 16, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 394,869 | 36,600 | 0.58% | 0.44% | 72 | +40,971 | 11.58% | Q1 2026 | May 15, 2026 |
| SNS Financial Group, LLC | History | Reduced | 394,862 | 36,599 | 3.15% | 3.11% | 73 | -28,092 | -6.64% | Q1 2026 | Apr 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 383,975 | 35,590 | 7.1% | 6.65% | 74 | -2,090 | -0.54% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 369,338 | 34,233 | 0.07% | 0.1% | 75 | -188,397 | -33.78% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 368,080 | 34,117 | 0.09% | 0.09% | 76 | -48,846 | -11.72% | Q1 2026 | Apr 30, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 349,700 | 32,413 | 2.45% | 1.35% | 77 | +143,500 | 69.59% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 347,591 | 32,216 | 0.04% | 0.04% | 78 | -882 | -0.25% | Q1 2026 | May 13, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 340,943 | 31,601 | 2.06% | 0.68% | 79 | +214,817 | 170.32% | Q1 2026 | Apr 27, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 332,974 | 30,863 | 0.48% | 0.49% | 80 | -47,836 | -12.56% | Q1 2026 | Apr 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 332,700 | 30,837 | 0.01% | 0.07% | 81 | +30,000 | 9.91% | Q1 2026 | May 04, 2026 |
| Fullerton Fund Management Co Ltd. | History | Reduced | 328,706 | 30,467 | 2.44% | 1.36% | 82 | -36,045 | -9.88% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 293,852 | 27,237 | 0.04% | 0.04% | 83 | -37,183 | -11.23% | Q1 2026 | May 14, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 279,724 | 25,910 | 5.38% | 6.73% | 84 | -39,707 | -12.43% | Q1 2026 | May 04, 2026 |
| NavPoint Financial, Inc. | History | Added to | 257,179 | 23,837 | 9.64% | 9.31% | 85 | +2,078 | 0.81% | Q1 2026 | Apr 24, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 254,653 | 23,603 | 9.79% | 9.14% | 86 | -22,571 | -8.14% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 250,995 | 23,264 | 0.32% | 0.31% | 87 | +121 | 0.05% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 249,390 | 23,115 | 0.12% | 0.16% | 88 | -81,260 | -24.58% | Q1 2026 | May 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 240,000 | 22,245 | 3.12% | 3.94% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 233,759 | 21,667 | 5.25% | 4.32% | 90 | +15,998 | 7.35% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 225,615 | 20,912 | 0.24% | 0.2% | 91 | +23,525 | 11.64% | Q1 2026 | Apr 28, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 221,713 | 20,550 | 1.73% | 1.65% | 92 | -8,264 | -3.59% | Q1 2026 | Apr 20, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 222,303 | 20,531 | 10.44% | 9.94% | 93 | -5,861 | -2.57% | Q1 2026 | May 15, 2026 |
| Summitas Investment Management LLC | History | New | 219,654 | 20,359 | 15.96% | — | 94 | +219,654 | New | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 218,510 | 20,307 | 0.1% | 0.1% | 95 | -3,731 | -1.68% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 217,800 | 20,187 | 0.01% | 0.01% | 96 | -2,300 | -1.04% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 214,228 | 19,856 | 0.68% | 0.63% | 97 | +1,633 | 0.77% | Q1 2026 | Apr 07, 2026 |
| Encompass More Asset Management | History | Added to | 210,028 | 19,467 | 3.26% | 3.02% | 98 | +18,029 | 9.39% | Q1 2026 | Apr 28, 2026 |
| My Portfolio Guide, LLC | History | New | 203,402 | 18,846 | 10.42% | — | 99 | +203,402 | New | Q1 2026 | May 05, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 203,477 | 18,746 | 4.26% | 3.75% | 100 | -83,002 | -28.97% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 481,492 | 18,450 | 0.03% | 0.04% | 101 | +134,496 | 38.76% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 199,047 | 18,449 | 0.02% | 0.05% | 102 | -443,484 | -69.02% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 197,153 | 18,274 | 0.05% | 0.05% | 103 | -66,973 | -25.36% | Q1 2026 | May 04, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 187,866 | 17,413 | 0.43% | 0.47% | 104 | -23,508 | -11.12% | Q1 2026 | Apr 15, 2026 |
| Quent Capital, LLC | History | Added to | 177,085 | 16,413 | 1.16% | 1.09% | 105 | +811 | 0.46% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 175,389 | 16,256 | 0.38% | 0.39% | 106 | -9,430 | -5.1% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Reduced | 174,416 | 16,166 | 0.19% | 0.19% | 107 | -16,543 | -8.66% | Q1 2026 | May 11, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 173,345 | 16,067 | 1.8% | 1.59% | 108 | +7,091 | 4.27% | Q1 2026 | Apr 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 170,467 | 15,800 | 1.24% | 1.18% | 109 | -12,879 | -7.02% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 167,586 | 15,533 | 0.06% | 0.06% | 110 | +6,467 | 4.01% | Q1 2026 | Apr 30, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Reduced | 165,617 | 15,350 | 7.73% | 7.98% | 111 | -8,260 | -4.75% | Q1 2026 | May 01, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 165,427 | 15,333 | 6.79% | 7.7% | 112 | -35,361 | -17.61% | Q1 2026 | Apr 22, 2026 |
| Copley Financial Group, Inc. | History | Added to | 164,903 | 15,284 | 9.22% | 5.58% | 113 | +59,293 | 56.14% | Q1 2026 | May 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 164,385 | 15,236 | 1.96% | 1.93% | 114 | -7,436 | -4.33% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 163,657 | 15,169 | 0.29% | 0.29% | 115 | -9,059 | -5.25% | Q1 2026 | Apr 14, 2026 |
| New Perspectives, Inc | History | Reduced | 159,510 | 14,784 | 5.12% | 4.72% | 116 | -1 | -0.0% | Q1 2026 | Apr 21, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 156,173 | 14,475 | 3.68% | 4.71% | 117 | -36,817 | -19.08% | Q1 2026 | Apr 16, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 156,013 | 14,460 | 1.79% | 1.72% | 118 | -3,059 | -1.92% | Q1 2026 | May 08, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 154,324 | 14,304 | 6.76% | 6.51% | 119 | -1,832 | -1.17% | Q1 2026 | Apr 30, 2026 |
| McAlvany Wealth Management LLC | History | Reduced | 159,084 | 14,209 | 9.57% | 10.54% | 120 | -2,421 | -1.5% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 151,200 | 14,014 | 0.02% | 0.0% | 121 | +145,400 | 2506.9% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 151,030 | 13,813 | 0.0% | 0.0% | 122 | -11,359 | -6.99% | Q1 2026 | May 15, 2026 |
| E Fund Management Co., Ltd. | History | New | 144,525 | 13,396 | 0.4% | — | 123 | +144,525 | New | Q1 2026 | Apr 13, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 143,754 | 13,324 | 6.35% | 6.12% | 124 | -1,392 | -0.96% | Q1 2026 | May 01, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 134,223 | 12,441 | 3.28% | 2.97% | 125 | +962 | 0.72% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 134,048 | 12,424 | 0.01% | 0.01% | 126 | +1,709 | 1.29% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 142,920 | 12,201 | 0.91% | 0.91% | 127 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 130,354 | 12,055 | 0.02% | 0.03% | 128 | -142,347 | -52.2% | Q1 2026 | Apr 08, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 129,831 | 12,034 | 3.38% | 3.26% | 129 | +1,341 | 1.04% | Q1 2026 | Apr 22, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 129,822 | 12,033 | 2.06% | 1.9% | 130 | -1,724 | -1.31% | Q1 2026 | May 04, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 127,109 | 11,781 | 7.23% | 8.21% | 131 | -17,469 | -12.08% | Q1 2026 | May 04, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 126,440 | 11,719 | 2.97% | — | 132 | +126,440 | New | Q1 2026 | May 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 121,250 | 11,238 | 1.48% | 1.49% | 133 | -4,059 | -3.24% | Q1 2026 | Apr 28, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 121,218 | 11,235 | 1.82% | 3.32% | 134 | -113,774 | -48.42% | Q1 2026 | May 05, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 119,983 | 11,121 | 2.48% | 2.64% | 135 | -12,606 | -9.51% | Q1 2026 | Apr 22, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 118,365 | 10,971 | 1.37% | 1.18% | 136 | +5,256 | 4.65% | Q1 2026 | Apr 08, 2026 |
| Tidemark, LLC | History | Reduced | 115,888 | 10,741 | 2.73% | 2.94% | 137 | -5,092 | -4.21% | Q1 2026 | May 07, 2026 |
| RM Financial Services, LLC | History | Added to | 115,281 | 10,685 | 9.21% | 8.5% | 138 | +3,112 | 2.77% | Q1 2026 | May 14, 2026 |
| KWB Wealth | History | Reduced | 125,159 | 10,684 | 1.06% | 1.03% | 139 | -2,068 | -1.63% | Q1 2026 | Apr 08, 2026 |
| Napier Financial, LLC | History | Reduced | 115,047 | 10,663 | 2.45% | 2.46% | 140 | -488 | -0.42% | Q1 2026 | May 05, 2026 |
| KPP Advisory Services LLC | History | Added to | 115,033 | 10,662 | 1.55% | 1.17% | 141 | +20,645 | 21.87% | Q1 2026 | Apr 24, 2026 |
| Modern Wealth Management, LLC | History | Added to | 112,332 | 10,592 | 0.18% | 0.01% | 142 | +108,466 | 2805.64% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 114,043 | 10,570 | 0.65% | 0.36% | 143 | +25,548 | 28.87% | Q1 2026 | Apr 28, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 113,386 | 10,369 | 2.21% | 1.93% | 144 | +18,701 | 19.75% | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 109,897 | 10,186 | 0.24% | 0.22% | 145 | +3,605 | 3.39% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 109,574 | 10,156 | 0.02% | — | 146 | +109,574 | New | Q1 2026 | May 01, 2026 |
| Hudson Capital Management LLC | History | Reduced | 108,723 | 10,077 | 2.6% | 2.46% | 147 | -5,918 | -5.16% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 104,390 | 9,675 | 0.01% | 0.02% | 148 | -27,945 | -21.12% | Q1 2026 | Apr 27, 2026 |
| Purus Wealth Management, LLC | History | Added to | 104,119 | 9,650 | 3.08% | 2.69% | 149 | +2,924 | 2.89% | Q1 2026 | Apr 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 104,981 | 9,573 | 0.03% | 0.03% | 150 | -5,116 | -4.65% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 102,322 | 9,484 | 0.46% | 0.43% | 151 | -783 | -0.76% | Q1 2026 | May 05, 2026 |
| AIFG Consultants Ltd. | History | No change | 109,299 | 9,330 | 16.02% | 16.02% | 152 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Added to | 100,331 | 9,299 | 1.11% | 1.03% | 153 | +28 | 0.03% | Q1 2026 | May 07, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 100,066 | 9,275 | 2.26% | 2.05% | 154 | +2,642 | 2.71% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 99,139 | 9,189 | 0.07% | 0.06% | 155 | -712 | -0.71% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Reduced | 97,794 | 9,064 | 0.31% | 0.31% | 156 | -290 | -0.3% | Q1 2026 | May 06, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 97,302 | 9,018 | 1.31% | 1.45% | 157 | -22,079 | -18.49% | Q1 2026 | Apr 20, 2026 |
| Versant Capital Management, Inc | History | Reduced | 97,292 | 9,017 | 0.89% | 1.09% | 158 | -4,730 | -4.64% | Q1 2026 | Apr 06, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 96,619 | 8,955 | 1.17% | 1.02% | 159 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 96,596 | 8,953 | 0.02% | 0.01% | 160 | +6,884 | 7.67% | Q1 2026 | May 15, 2026 |
| AMJ Financial Wealth Management | History | Added to | 95,394 | 8,842 | 2.09% | 1.91% | 161 | +543 | 0.57% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 102,029 | 8,710 | 0.65% | 0.65% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 93,799 | 8,694 | 1.64% | 1.53% | 163 | +1,120 | 1.21% | Q1 2026 | May 07, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 93,782 | 8,692 | 0.89% | 0.64% | 164 | +19,980 | 27.07% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 93,754 | 8,690 | 0.02% | 0.01% | 165 | +47,387 | 102.2% | Q1 2026 | May 13, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 92,824 | 8,603 | 2.96% | 3.04% | 166 | -8,270 | -8.18% | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Added to | 91,481 | 8,479 | 0.1% | 0.08% | 167 | +7,179 | 8.52% | Q1 2026 | Apr 16, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 91,208 | 8,454 | 0.24% | 0.25% | 168 | -2,146 | -2.3% | Q1 2026 | Apr 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 91,113 | 8,445 | 0.0% | 0.0% | 169 | +25,326 | 38.5% | Q1 2026 | May 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 90,390 | 8,378 | 1.46% | 2.58% | 170 | -79,939 | -46.93% | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | Added to | 90,138 | 8,354 | 0.44% | 0.28% | 171 | +15,976 | 21.54% | Q1 2026 | Apr 28, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 90,000 | 8,342 | 0.96% | 0.7% | 172 | +16,206 | 21.96% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 89,255 | 8,273 | 0.11% | 0.11% | 173 | +1,884 | 2.16% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | Added to | 88,275 | 8,182 | 0.13% | 0.11% | 174 | +2,050 | 2.38% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 87,822 | 8,140 | 0.8% | 0.78% | 175 | -3,391 | -3.72% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 90,829 | 8,114 | 0.0% | 0.0% | 176 | +17,796 | 24.37% | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 87,183 | 8,080 | 3.17% | 3.05% | 177 | -3,000 | -3.33% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 85,838 | 7,956 | 0.06% | 0.05% | 178 | -955 | -1.1% | Q1 2026 | May 11, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 85,526 | 7,927 | 3.63% | 3.42% | 179 | +738 | 0.87% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 84,808 | 7,860 | 0.67% | 0.61% | 180 | -1,355 | -1.57% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 84,600 | 7,841 | 0.0% | — | 181 | +84,600 | New | Q1 2026 | May 05, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 83,382 | 7,728 | 0.88% | 0.9% | 182 | -7,024 | -7.77% | Q1 2026 | Apr 15, 2026 |
| AA Financial Advisors, LLC | History | Added to | 83,030 | 7,696 | 1.08% | 0.42% | 183 | +56,529 | 213.31% | Q1 2026 | Apr 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 81,780 | 7,580 | 0.29% | 0.28% | 184 | -7,181 | -8.07% | Q1 2026 | May 11, 2026 |
| Roan Capital Partners | History | New | 80,830 | 7,492 | 6.92% | — | 185 | +80,830 | New | Q1 2026 | Apr 15, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 80,058 | 7,420 | 2.98% | 2.84% | 186 | -1,198 | -1.47% | Q1 2026 | Apr 23, 2026 |
| Avos Capital Management, LLC | History | Reduced | 79,414 | 7,360 | 2.91% | 3.77% | 187 | -21,552 | -21.35% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 79,701 | 7,347 | 0.21% | 0.01% | 188 | +76,140 | 2138.16% | Q1 2026 | May 13, 2026 |
| Pitcairn Wealth Advisors LLC | History | Added to | 85,742 | 7,319 | 0.67% | 0.64% | 189 | +2,095 | 2.5% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 77,825 | 7,213 | 0.02% | 0.02% | 190 | -16,685 | -17.65% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 77,519 | 7,185 | 0.08% | 0.01% | 191 | +69,468 | 862.85% | Q1 2026 | Apr 20, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 77,062 | 7,142 | 0.49% | 0.54% | 192 | -18,522 | -19.38% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | New | 76,278 | 7,070 | 0.28% | — | 193 | +76,278 | New | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 74,587 | 7,014 | 0.02% | 0.04% | 194 | +5,121 | 7.37% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 81,670 | 6,972 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Team Financial Group, LLC | History | Reduced | 74,793 | 6,932 | 3.15% | 2.9% | 196 | -219 | -0.29% | Q1 2026 | May 01, 2026 |
| ENTREWEALTH, LLC | History | Added to | 73,656 | 6,827 | 3.06% | 2.97% | 197 | +6,398 | 9.51% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 73,263 | 6,790 | 0.04% | 0.04% | 198 | -4,408 | -5.68% | Q1 2026 | May 15, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 72,439 | 6,714 | 8.57% | 9.51% | 199 | -14,029 | -16.22% | Q1 2026 | Apr 21, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 72,237 | 6,695 | 2.86% | 2.32% | 200 | +6,215 | 9.41% | Q1 2026 | May 15, 2026 |
| Lynx Investment Advisory | History | Added to | 72,228 | 6,694 | 3.2% | 3.24% | 201 | +2,578 | 3.7% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 71,086 | 6,588 | 0.26% | 0.23% | 202 | -2,432 | -3.31% | Q1 2026 | May 12, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 70,940 | 6,575 | 0.37% | 0.39% | 203 | -9,795 | -12.13% | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | New | 70,908 | 6,572 | 0.07% | — | 204 | +70,908 | New | Q1 2026 | May 12, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 70,864 | 6,568 | 4.57% | 4.63% | 205 | +12,399 | 21.21% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 70,747 | 6,557 | 0.08% | 0.07% | 206 | +4,638 | 7.02% | Q1 2026 | May 11, 2026 |
| Seven Post Investment Office LP | History | Added to | 70,501 | 6,534 | 2.11% | 2.11% | 207 | +1,390 | 2.01% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 69,573 | 6,448 | 0.08% | 0.07% | 208 | +11 | 0.02% | Q1 2026 | Apr 20, 2026 |
| DeDora Capital, Inc. | History | Added to | 68,561 | 6,354 | 1.56% | 1.1% | 209 | +13,897 | 25.42% | Q1 2026 | Apr 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 68,436 | 6,343 | 0.12% | 0.11% | 210 | -158 | -0.23% | Q1 2026 | May 01, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 66,839 | 6,195 | 0.35% | 0.33% | 211 | -1,578 | -2.31% | Q1 2026 | Apr 24, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 72,210 | 6,164 | 3.45% | 3.45% | 212 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 66,033 | 6,120 | 0.58% | 0.49% | 213 | +5,498 | 9.08% | Q1 2026 | Apr 13, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 65,860 | 6,104 | 1.9% | 2.02% | 214 | -10,797 | -14.08% | Q1 2026 | Apr 29, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 65,000 | 6,024 | 0.35% | 0.33% | 215 | -1,353 | -2.04% | Q1 2026 | Apr 20, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 64,131 | 5,944 | 2.01% | 1.92% | 216 | -3,760 | -5.54% | Q1 2026 | Apr 24, 2026 |
| AMG National Trust Bank | History | Added to | 64,085 | 5,940 | 0.13% | 0.12% | 217 | +4,402 | 7.38% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 63,555 | 5,890 | 0.26% | 0.24% | 218 | +2,953 | 4.87% | Q1 2026 | Apr 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 63,400 | 5,876 | 0.59% | 0.48% | 219 | +7,972 | 14.38% | Q1 2026 | Apr 30, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 63,200 | 5,858 | 3.46% | 3.86% | 220 | -11,015 | -14.84% | Q1 2026 | Apr 16, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 62,725 | 5,813 | 1.72% | 1.44% | 221 | +8,087 | 14.8% | Q1 2026 | Apr 20, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 61,738 | 5,722 | 0.44% | 0.37% | 222 | +6,700 | 12.17% | Q1 2026 | May 07, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 61,096 | 5,662 | 3.68% | 3.91% | 223 | -10,720 | -14.93% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 60,572 | 5,614 | 0.04% | 0.02% | 224 | +28,743 | 90.3% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 59,991 | 5,560 | 0.0% | 0.0% | 225 | +56,805 | 1782.96% | Q1 2026 | May 13, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 59,341 | 5,500 | 4.48% | 4.04% | 226 | -51 | -0.09% | Q1 2026 | May 13, 2026 |
| Chatterton & Associates Inc. | History | Reduced | 58,151 | 5,488 | 3.85% | 6.95% | 227 | -36,900 | -38.82% | Q1 2026 | Apr 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 58,835 | 5,453 | 0.06% | — | 228 | +58,835 | New | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 56,520 | 5,428 | 0.37% | 1.0% | 229 | -104,170 | -64.83% | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | Reduced | 57,661 | 5,344 | 0.45% | 0.55% | 230 | -15,482 | -21.17% | Q1 2026 | Apr 22, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 57,099 | 5,292 | 1.14% | 0.96% | 231 | +3,474 | 6.48% | Q1 2026 | Apr 13, 2026 |
| Claro Advisors Inc. | History | New | 56,736 | 5,258 | 0.63% | — | 232 | +56,736 | New | Q1 2026 | Apr 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 56,300 | 5,218 | 0.1% | 0.1% | 233 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Intesa Sanpaolo Wealth Management | History | Reduced | 55,933 | 5,184 | 1.27% | 2.46% | 234 | -83,184 | -59.79% | Q1 2026 | May 15, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 55,862 | 5,177 | 4.71% | 4.97% | 235 | -7,262 | -11.5% | Q1 2026 | Apr 23, 2026 |
| Arcus Capital Partners, LLC | History | New | 55,607 | 5,154 | 1.85% | — | 236 | +55,607 | New | Q1 2026 | May 06, 2026 |
| CI INVESTMENTS INC. | History | No change | 55,034 | 5,101 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 54,665 | 5,066 | 0.6% | 0.62% | 238 | -5,450 | -9.07% | Q1 2026 | Apr 17, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 53,746 | 4,981 | 2.88% | 2.51% | 239 | +3,367 | 6.68% | Q1 2026 | Apr 17, 2026 |
| Patten Group, Inc. | History | Added to | 53,559 | 4,964 | 0.86% | 0.82% | 240 | +1,624 | 3.13% | Q1 2026 | Apr 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 53,314 | 4,941 | 0.03% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 53,300 | 4,940 | 1.04% | 1.28% | 242 | +4,393 | 8.98% | Q1 2026 | Apr 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 53,129 | 4,924 | 0.06% | 0.06% | 243 | -3,863 | -6.78% | Q1 2026 | May 08, 2026 |
| Apriem Advisors | History | New | 52,729 | 4,887 | 0.47% | — | 244 | +52,729 | New | Q1 2026 | May 14, 2026 |
| NDVR, Inc. | History | No change | 56,736 | 4,843 | 4.02% | 4.02% | 245 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 51,344 | 4,759 | 2.53% | 2.84% | 246 | -7,841 | -13.25% | Q1 2026 | May 04, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | New | 50,910 | 4,718 | 0.33% | — | 247 | +50,910 | New | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 50,506 | 4,681 | 0.06% | 0.05% | 248 | +1,526 | 3.12% | Q1 2026 | May 12, 2026 |
| Detalus Advisors, LLC | History | Reduced | 50,466 | 4,677 | 1.07% | 1.91% | 249 | -41,423 | -45.08% | Q1 2026 | Apr 22, 2026 |
| Sankala Group LLC | History | Reduced | 52,011 | 4,659 | 3.8% | 4.33% | 250 | -23 | -0.04% | Q1 2026 | Mar 31, 2026 |
| Joseph Group Capital Management | History | Reduced | 49,997 | 4,634 | 1.16% | 1.19% | 251 | -2,894 | -5.47% | Q1 2026 | May 08, 2026 |
| Jacobi Capital Management LLC | History | Added to | 49,963 | 4,631 | 0.26% | 0.24% | 252 | +550 | 1.11% | Q1 2026 | May 13, 2026 |
| Welch Group, LLC | History | Added to | 49,521 | 4,590 | 0.17% | 0.07% | 253 | +28,481 | 135.37% | Q1 2026 | Apr 21, 2026 |
| American Trust | History | Reduced | 49,461 | 4,584 | 0.41% | 0.38% | 254 | -2,821 | -5.4% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Reduced | 47,669 | 4,578 | 0.07% | 0.09% | 255 | -2,849 | -5.64% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 49,124 | 4,553 | 0.0% | 0.0% | 256 | +15,957 | 48.11% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 48,756 | 4,519 | 0.37% | 0.06% | 257 | +40,863 | 517.71% | Q1 2026 | Apr 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 48,500 | 4,495 | 0.01% | 0.01% | 258 | -1,500 | -3.0% | Q1 2026 | May 11, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Reduced | 48,100 | 4,458 | 0.48% | 0.49% | 259 | -5,300 | -9.93% | Q1 2026 | May 08, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 46,283 | 4,445 | 0.55% | 0.8% | 260 | -18,266 | -28.3% | Q1 2026 | Apr 20, 2026 |
| Fortis Advisors, LLC | History | Reduced | 46,756 | 4,333 | 2.17% | 3.04% | 261 | -18,849 | -28.73% | Q1 2026 | May 14, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 46,547 | 4,314 | 1.29% | 1.43% | 262 | -9,110 | -16.37% | Q1 2026 | May 20, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 46,358 | 4,296 | 0.94% | 0.9% | 263 | -775 | -1.64% | Q1 2026 | Apr 27, 2026 |
| Bridgewater Advisors Inc. | History | No change | 45,958 | 4,263 | 0.25% | 0.28% | 264 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 45,493 | 4,216 | 4.5% | 7.88% | 265 | -112,088 | -71.13% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Added to | 45,448 | 4,212 | 0.05% | 0.04% | 266 | +4,896 | 12.07% | Q1 2026 | May 01, 2026 |
| Marex Group plc | History | Reduced | 44,996 | 4,170 | 0.03% | 0.03% | 267 | -3,993 | -8.15% | Q1 2026 | May 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 44,724 | 4,145 | 0.55% | 0.54% | 268 | -4,440 | -9.03% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 43,969 | 4,075 | 0.02% | 0.02% | 269 | -9,873 | -18.34% | Q1 2026 | May 13, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 43,928 | 4,071 | 1.42% | 1.45% | 270 | +899 | 2.09% | Q1 2026 | Apr 24, 2026 |
| Empowered Funds, LLC | History | New | 43,737 | 4,053 | 0.03% | — | 271 | +43,737 | New | Q1 2026 | May 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 42,796 | 3,966 | 0.46% | 0.39% | 272 | +5,934 | 16.1% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 41,316 | 3,829 | 0.08% | 0.08% | 273 | -929 | -2.2% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 41,308 | 3,828 | 0.06% | 0.11% | 274 | -19,432 | -31.99% | Q1 2026 | May 15, 2026 |
| January Capital Advisors LLC | History | New | 40,997 | 3,800 | 5.12% | — | 275 | +40,997 | New | Q1 2026 | May 20, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 40,735 | 3,775 | 0.59% | 0.57% | 276 | -1,152 | -2.75% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 39,977 | 3,705 | 0.01% | 0.01% | 277 | -25,802 | -39.23% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 39,757 | 3,682 | 0.51% | 1.49% | 278 | -76,129 | -65.69% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 39,354 | 3,647 | 0.02% | 0.0% | 279 | +36,424 | 1243.14% | Q1 2026 | Apr 29, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 38,898 | 3,605 | 0.74% | 0.71% | 280 | -52 | -0.13% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 38,379 | 3,557 | 1.63% | 0.97% | 281 | +5,981 | 18.46% | Q1 2026 | May 05, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 38,330 | 3,552 | 1.41% | 1.55% | 282 | -6,905 | -15.26% | Q1 2026 | Apr 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 37,654 | 3,490 | 0.05% | 0.04% | 283 | +5,447 | 16.91% | Q1 2026 | May 01, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 37,416 | 3,468 | 0.24% | 0.12% | 284 | +11,223 | 42.85% | Q1 2026 | May 11, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 146,357 | 3,460 | 2.31% | 1.81% | 285 | +116,009 | 382.26% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | Reduced | 36,791 | 3,410 | 0.12% | 0.15% | 286 | -339 | -0.91% | Q1 2026 | May 19, 2026 |
| Rakuten Securities, Inc. | History | Added to | 36,785 | 3,409 | 1.42% | 0.83% | 287 | +6,861 | 22.93% | Q1 2026 | May 01, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 36,505 | 3,383 | 0.42% | 0.94% | 288 | -54,061 | -59.69% | Q1 2026 | Apr 21, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 35,729 | 3,311 | 0.23% | 0.21% | 289 | -75 | -0.21% | Q1 2026 | May 05, 2026 |
| American National Bank of Texas | History | Reduced | 35,457 | 3,286 | 3.13% | 3.26% | 290 | -4,250 | -10.7% | Q1 2026 | Apr 09, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 35,200 | 3,262 | 0.04% | 0.03% | 291 | +12,600 | 55.75% | Q1 2026 | May 15, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 34,644 | 3,211 | 2.83% | 2.16% | 292 | -2,162 | -5.87% | Q1 2026 | May 04, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 34,537 | 3,201 | 1.41% | 1.42% | 293 | -2,088 | -5.7% | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 34,401 | 3,188 | 0.02% | 0.03% | 294 | -9,549 | -21.73% | Q1 2026 | Apr 15, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 33,823 | 3,135 | 2.72% | 2.53% | 295 | +160 | 0.48% | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 33,588 | 3,113 | 0.07% | 0.09% | 296 | -9,796 | -22.58% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 33,515 | 3,106 | 0.1% | 0.08% | 297 | +6,892 | 25.89% | Q1 2026 | May 15, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 33,250 | 3,081 | 1.82% | 1.62% | 298 | +270 | 0.82% | Q1 2026 | Apr 21, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 33,167 | 3,074 | 2.05% | 1.89% | 299 | +826 | 2.55% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 33,146 | 3,072 | 0.02% | 0.02% | 300 | -7,722 | -18.89% | Q1 2026 | May 08, 2026 |