SPDR INDEX SHARES FUNDS - GNR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | Added to | 13,800,351 | 1,030,472 | 0.14% | 0.1% | 1 | +1,040,155 | 8.15% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 5,281,820 | 394,393 | 2.66% | 2.32% | 2 | -77,942 | -1.45% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,874,011 | 363,942 | 0.1% | 0.09% | 3 | +214,054 | 4.59% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 2,112,071 | 157,708 | 2.26% | 2.14% | 4 | -28,723 | -1.34% | Q1 2026 | Apr 10, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 1,862,499 | 139,072 | 7.49% | 6.36% | 5 | +275 | 0.01% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 1,725,000 | 128,806 | 0.01% | — | 6 | +1,725,000 | New | Q1 2026 | May 15, 2026 |
| Hackensack Meridian Health, Inc. | History | No change | 1,606,000 | 119,920 | 11.32% | 9.1% | 7 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Johns Hopkins University | History | No change | 1,572,088 | 117,387 | 8.51% | 7.11% | 8 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,069,587 | 79,866 | 0.0% | 0.0% | 9 | +12,201 | 1.15% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,062,355 | 79,326 | 0.0% | 0.0% | 10 | +56 | 0.01% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,031,629 | 77,031 | 0.01% | 0.0% | 11 | +227,633 | 28.31% | Q1 2026 | May 15, 2026 |
| NEPC LLC | History | Reduced | 731,730 | 54,638 | 1.09% | 1.15% | 12 | -138,507 | -15.92% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 716,030 | 53,465 | 1.16% | 0.97% | 13 | +54,612 | 8.26% | Q1 2026 | May 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 706,707 | 51,639 | 0.04% | 0.12% | 14 | -1,784,979 | -71.64% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 614,397 | 45,876 | 0.0% | 0.0% | 15 | +92,968 | 17.83% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 530,949 | 39,645 | 0.01% | 0.0% | 16 | +496,895 | 1459.14% | Q1 2026 | May 12, 2026 |
| Tradewinds Capital Management, LLC | History | New | 520,182 | 38,841 | 7.71% | — | 17 | +520,182 | New | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Added to | 491,951 | 36,733 | 0.01% | 0.0% | 18 | +47,298 | 10.64% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 537,073 | 33,373 | 0.01% | 0.01% | 19 | +15,269 | 2.93% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 418,185 | 30,556 | 0.0% | 0.0% | 20 | -143,933 | -25.61% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 395,365 | 29,521 | 0.01% | 0.01% | 21 | -23,324 | -5.57% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 373,233 | 27,869 | 0.01% | 0.0% | 22 | +81,989 | 28.15% | Q1 2026 | May 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 357,075 | 26,662 | 0.01% | 0.01% | 23 | +140,925 | 65.2% | Q1 2026 | May 04, 2026 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 352,374 | 26,311 | 65.33% | 60.38% | 24 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 327,228 | 24,434 | 0.0% | 0.0% | 25 | -8,190 | -2.44% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 308,137 | 23,008 | 0.36% | 0.33% | 26 | -19,610 | -5.98% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 281,874 | 21,047 | 0.02% | 0.0% | 27 | +213,197 | 310.43% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 259,979 | 19,412 | 0.0% | 0.0% | 28 | +82,234 | 46.27% | Q1 2026 | May 05, 2026 |
| Prairiewood Capital, LLC | History | Reduced | 251,841 | 18,804 | 5.44% | 4.93% | 29 | -3,678 | -1.44% | Q1 2026 | Apr 16, 2026 |
| LPL Financial LLC | History | Added to | 243,881 | 18,210 | 0.0% | 0.0% | 30 | +82,416 | 51.04% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 204,065 | 15,237 | 0.01% | 0.0% | 31 | +89,152 | 77.58% | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | Reduced | 203,246 | 15,176 | 8.23% | 7.11% | 32 | -5,798 | -2.77% | Q1 2026 | May 01, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 196,358 | 14,662 | 0.01% | 0.02% | 33 | -263,467 | -57.3% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 182,336 | 13,614 | 0.02% | 0.02% | 34 | +12,202 | 7.17% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 173,979 | 12,991 | 0.02% | 0.02% | 35 | +6,523 | 3.9% | Q1 2026 | May 01, 2026 |
| PACK Private Wealth, LLC | History | Reduced | 160,185 | 11,961 | 5.49% | 4.55% | 36 | -311 | -0.19% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Reduced | 157,460 | 11,757 | 1.16% | 1.25% | 37 | -3,368 | -2.09% | Q1 2026 | Apr 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 154,272 | 11,519 | 1.53% | 1.21% | 38 | +16,485 | 11.96% | Q1 2026 | Apr 13, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 150,046 | 11,203 | 2.85% | 3.19% | 39 | -29,603 | -16.48% | Q1 2026 | Apr 16, 2026 |
| GTS SECURITIES LLC | History | Added to | 145,578 | 10,870 | 0.38% | 0.05% | 40 | +121,100 | 494.73% | Q1 2026 | May 14, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Reduced | 139,713 | 10,432 | 1.84% | 1.72% | 41 | -2,957 | -2.07% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 127,247 | 9,502 | 0.0% | 0.0% | 42 | +13,671 | 12.04% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 124,282 | 9,282 | 0.0% | 0.0% | 43 | -18,088 | -12.7% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | No change | 123,251 | 9,203 | 0.03% | 0.02% | 44 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 115,405 | 8,617 | 0.01% | 0.0% | 45 | +67,584 | 141.33% | Q1 2026 | May 15, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 112,327 | 8,385 | 4.32% | 4.07% | 46 | -11,008 | -8.93% | Q1 2026 | May 11, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 105,657 | 7,889 | 0.14% | 0.12% | 47 | -171 | -0.16% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 103,101 | 7,698 | 0.01% | 0.01% | 48 | +35,451 | 52.4% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 101,963 | 7,613 | 0.09% | 0.08% | 49 | -470 | -0.46% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 96,490 | 7,204 | 0.01% | 0.01% | 50 | -2,017 | -2.05% | Q1 2026 | May 14, 2026 |
| Cadence Wealth Management LLC | History | Added to | 90,132 | 6,730 | 2.81% | 2.66% | 51 | +1,515 | 1.71% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 84,023 | 6,274 | 0.01% | 0.01% | 52 | -976 | -1.15% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 83,296 | 6,219 | 0.01% | 0.01% | 53 | +9,262 | 12.51% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 80,504 | 6,011 | 0.18% | 0.0% | 54 | +80,285 | 36659.82% | Q1 2026 | Apr 06, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 79,122 | 5,908 | 2.83% | 2.66% | 55 | -9,174 | -10.39% | Q1 2026 | Apr 14, 2026 |
| VPR Management LLC | History | No change | 77,550 | 5,790 | 2.31% | 2.15% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 72,671 | 5,426 | 0.07% | 0.07% | 57 | -8,194 | -10.13% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 71,764 | 5,358 | 0.12% | 0.1% | 58 | -241 | -0.33% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 70,534 | 5,266 | 0.59% | 0.49% | 59 | +2,052 | 3.0% | Q1 2026 | Apr 29, 2026 |
| TMB Capital Partners, LLC | History | Added to | 67,631 | 5,049 | 1.7% | 1.43% | 60 | +131 | 0.19% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 64,707 | 4,831 | 0.03% | 0.02% | 61 | +3,315 | 5.4% | Q1 2026 | May 05, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 62,504 | 4,667 | 0.45% | 0.32% | 62 | +7,163 | 12.94% | Q1 2026 | May 06, 2026 |
| Fiduciary Alliance LLC | History | New | 59,189 | 4,416 | 0.27% | — | 63 | +59,189 | New | Q1 2026 | Apr 20, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 58,903 | 4,398 | 3.09% | 2.74% | 64 | -63 | -0.11% | Q1 2026 | May 06, 2026 |
| London & Capital Asset Management Ltd | History | New | 58,009 | 4,330 | 0.05% | — | 65 | +58,009 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | New | 57,000 | 4,256 | 0.0% | — | 66 | +57,000 | New | Q1 2026 | May 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 55,135 | 4,114 | 0.3% | 0.24% | 67 | -5,383 | -8.89% | Q1 2026 | Apr 16, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 54,900 | 4,099 | 0.04% | 0.04% | 68 | -1,500 | -2.66% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 54,824 | 4,093 | 0.0% | 0.0% | 69 | -8,955 | -14.04% | Q1 2026 | May 12, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 51,747 | 3,863 | 0.22% | 0.18% | 70 | +882 | 1.73% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Added to | 51,747 | 3,863 | 0.02% | 0.05% | 71 | +882 | 1.73% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 50,305 | 3,756 | 0.01% | 0.01% | 72 | +11,926 | 31.07% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 49,792 | 3,717 | 0.01% | 0.01% | 73 | +8,445 | 20.42% | Q1 2026 | May 05, 2026 |
| Boltwood Capital Management | History | Added to | 49,075 | 3,664 | 0.93% | 0.69% | 74 | +6,500 | 15.27% | Q1 2026 | Apr 07, 2026 |
| Bristlecone Value Partners, LLC | History | Reduced | 49,046 | 3,662 | 3.22% | 3.61% | 75 | -1,323 | -2.63% | Q1 2026 | May 08, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 45,494 | 3,397 | 0.2% | 0.18% | 76 | -2,791 | -5.78% | Q1 2026 | May 14, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 45,421 | 3,391 | 0.31% | 0.25% | 77 | +1,025 | 2.31% | Q1 2026 | May 04, 2026 |
| Hills Bank & Trust Co | History | No change | 44,967 | 3,357 | 0.16% | 0.16% | 78 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 42,886 | 3,193 | 0.03% | 0.01% | 79 | +29,381 | 217.56% | Q1 2026 | Apr 07, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 40,232 | 3,004 | 1.17% | 0.98% | 80 | -590 | -1.45% | Q1 2026 | May 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 40,018 | 2,988 | 0.05% | 0.02% | 81 | +28,346 | 242.85% | Q1 2026 | May 15, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 38,681 | 2,888 | 0.77% | 0.85% | 82 | +2,847 | 7.94% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 38,106 | 2,845 | 0.0% | 0.0% | 83 | -6,323 | -14.23% | Q1 2026 | Apr 27, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 36,417 | 2,719 | 0.48% | 0.41% | 84 | +829 | 2.33% | Q1 2026 | Apr 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 35,757 | 2,669 | 0.0% | 0.0% | 85 | +13,431 | 60.16% | Q1 2026 | May 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 34,696 | 2,590 | 0.02% | 0.0% | 86 | +26,194 | 308.09% | Q1 2026 | Apr 27, 2026 |
| Catalyst Investment Management LLC | History | Added to | 32,955 | 2,456 | 2.72% | 1.76% | 87 | +3,041 | 10.17% | Q1 2026 | Apr 23, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 32,122 | 2,398 | 0.33% | 0.1% | 88 | +20,809 | 183.94% | Q1 2026 | Apr 21, 2026 |
| BESSEMER GROUP INC | History | Reduced | 30,581 | 2,284 | 0.0% | 0.0% | 89 | -6,100 | -16.63% | Q1 2026 | May 06, 2026 |
| STEPH & CO | History | Reduced | 29,825 | 2,227 | 0.64% | 0.63% | 90 | -5,220 | -14.9% | Q1 2026 | Apr 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 28,773 | 2,148 | 0.4% | 0.32% | 91 | +1,656 | 6.11% | Q1 2026 | Apr 28, 2026 |
| Rothschild Wealth LLC | History | Reduced | 28,095 | 2,097 | 0.19% | 0.18% | 92 | -1,263 | -4.3% | Q1 2026 | May 06, 2026 |
| Brio Consultants, LLC | History | Reduced | 26,559 | 1,987 | 0.24% | 0.24% | 93 | -2,909 | -9.87% | Q1 2026 | May 06, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 26,385 | 1,970 | 0.07% | 0.06% | 94 | +920 | 3.61% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 25,953 | 1,937 | 0.0% | 0.0% | 95 | +114 | 0.44% | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 25,717 | 1,920 | 0.12% | 0.1% | 96 | +2,576 | 11.13% | Q1 2026 | Apr 28, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 25,588 | 1,910 | 0.81% | 0.96% | 97 | -7,976 | -23.76% | Q1 2026 | Apr 20, 2026 |
| STAR Financial Bank | History | New | 25,527 | 1,906 | 0.9% | — | 98 | +25,527 | New | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 25,010 | 1,867 | 0.03% | 0.03% | 99 | +17 | 0.07% | Q1 2026 | Apr 10, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 23,456 | 1,751 | 0.17% | 0.14% | 100 | -292 | -1.23% | Q1 2026 | Apr 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 23,363 | 1,744 | 0.03% | 0.03% | 101 | -1,656 | -6.62% | Q1 2026 | Apr 14, 2026 |
| Creative Planning | History | Added to | 22,965 | 1,714 | 0.0% | 0.0% | 102 | +2,136 | 10.25% | Q1 2026 | May 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 22,953 | 1,713 | 0.22% | 0.18% | 103 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | No change | 22,780 | 1,700 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 22,714 | 1,696 | 0.15% | 0.1% | 105 | -4,320 | -15.98% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | New | 22,301 | 1,665 | 0.01% | — | 106 | +22,301 | New | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 20,587 | 1,537 | 0.05% | — | 107 | +20,587 | New | Q1 2026 | May 15, 2026 |
| Factor Wealth Management LTD | History | Reduced | 19,932 | 1,488 | 0.28% | 0.3% | 108 | -2,068 | -9.4% | Q1 2026 | Apr 20, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 19,594 | 1,463 | 0.89% | 0.83% | 109 | -30 | -0.15% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 19,066 | 1,422 | 0.01% | 0.0% | 110 | +5,216 | 37.66% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 18,996 | 1,418 | 0.0% | 0.0% | 111 | -21 | -0.11% | Q1 2026 | May 14, 2026 |
| Allen Capital Group, LLC | History | No change | 22,631 | 1,406 | 0.13% | 0.13% | 112 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,732 | 1,398 | 0.0% | 0.0% | 113 | +15,332 | 450.94% | Q1 2026 | May 15, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 18,235 | 1,361 | 0.1% | 0.08% | 114 | -50 | -0.27% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 17,983 | 1,342 | 0.0% | — | 115 | +17,983 | New | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 16,800 | 1,254 | 0.0% | 0.0% | 116 | +8,000 | 90.91% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 16,450 | 1,228 | 0.06% | 0.04% | 117 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Firestone Capital Management | History | No change | 16,328 | 1,219 | 0.25% | 0.22% | 118 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | New | 16,278 | 1,215 | 0.0% | — | 119 | +16,278 | New | Q1 2026 | Apr 27, 2026 |
| WESCAP Management Group, Inc. | History | New | 15,843 | 1,183 | 0.23% | — | 120 | +15,843 | New | Q1 2026 | May 12, 2026 |
| Resurgent Financial Advisors LLC | History | New | 15,730 | 1,174 | 0.42% | — | 121 | +15,730 | New | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 15,675 | 1,170 | 0.01% | 0.0% | 122 | +10,484 | 201.96% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | New | 15,209 | 1,135 | 0.06% | — | 123 | +15,209 | New | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | New | 15,063 | 1,125 | 0.0% | — | 124 | +15,063 | New | Q1 2026 | Apr 22, 2026 |
| Savant Capital, LLC | History | Added to | 14,578 | 1,088 | 0.01% | 0.0% | 125 | +10,978 | 304.94% | Q1 2026 | May 04, 2026 |
| Hedeker Wealth, LLC | History | Added to | 14,510 | 1,083 | 0.23% | 0.18% | 126 | +882 | 6.47% | Q1 2026 | May 11, 2026 |
| Kimelman & Baird, LLC | History | No change | 14,500 | 1,082 | 0.09% | 0.07% | 127 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 14,374 | 1,073 | 0.01% | 0.01% | 128 | -376 | -2.55% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,367 | 1,072 | 0.0% | 0.0% | 129 | -1,552 | -9.75% | Q1 2026 | May 15, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 14,302 | 1,067 | 0.18% | 0.14% | 130 | +1,499 | 11.71% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 16,793 | 1,043 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,940 | 966 | 0.01% | 0.0% | 132 | +7,340 | 131.07% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 12,837 | 958 | 0.0% | 0.0% | 133 | +4,089 | 46.74% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 12,523 | 935 | 0.03% | — | 134 | +12,523 | New | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,291 | 917 | 0.0% | 0.0% | 135 | +5,322 | 76.37% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,093 | 902 | 0.01% | 0.0% | 136 | +961 | 8.63% | Q1 2026 | Apr 30, 2026 |
| Lynx Investment Advisory | History | Added to | 12,062 | 900 | 0.43% | 0.41% | 137 | +55 | 0.46% | Q1 2026 | Apr 24, 2026 |
| J2 Capital Management Inc | History | Added to | 11,993 | 895 | 0.61% | 0.5% | 138 | +995 | 9.05% | Q1 2026 | Apr 21, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 11,857 | 885 | 0.04% | 0.03% | 139 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,457 | 855 | 0.01% | 0.01% | 140 | +2,248 | 24.41% | Q1 2026 | Apr 28, 2026 |
| Lunt Capital Management, Inc. | History | New | 11,329 | 845 | 0.32% | — | 141 | +11,329 | New | Q1 2026 | May 12, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 11,309 | 844 | 0.55% | 0.5% | 142 | -292 | -2.52% | Q1 2026 | Apr 23, 2026 |
| Redwood Park Advisors LLC | History | No change | 11,117 | 830 | 0.55% | 0.47% | 143 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 11,057 | 825 | 0.0% | 0.0% | 144 | -13,914 | -55.72% | Q1 2026 | May 14, 2026 |
| United Bank | History | Added to | 10,805 | 806 | 0.27% | 0.22% | 146 | +137 | 1.28% | Q1 2026 | May 01, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 10,800 | 806 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 10,516 | 785 | 0.05% | 0.04% | 147 | -2,878 | -21.49% | Q1 2026 | May 11, 2026 |
| BAYBAN | History | No change | 10,520 | 785 | 0.68% | 0.58% | 148 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 10,412 | 777 | 0.03% | 0.03% | 150 | -2,658 | -20.34% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,412 | 777 | 0.0% | 0.0% | 149 | -1,944 | -15.73% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,402 | 776 | 0.0% | 0.0% | 151 | +5,905 | 131.31% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 10,050 | 750 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,610 | 717 | 0.01% | 0.01% | 153 | +2,774 | 40.58% | Q1 2026 | Apr 14, 2026 |
| Old Port Advisors | History | Reduced | 9,445 | 705 | 0.16% | 0.14% | 154 | -22 | -0.23% | Q1 2026 | Apr 06, 2026 |
| Fermata Advisors, LLC | History | Reduced | 9,279 | 692 | 0.16% | 0.16% | 155 | -1,569 | -14.46% | Q1 2026 | Apr 08, 2026 |
| Rock Creek Group LLC | History | Added to | 9,001 | 672 | 0.07% | 0.04% | 156 | +3,085 | 52.15% | Q1 2026 | May 11, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 8,962 | 669 | 0.1% | 0.09% | 157 | -929 | -9.39% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,918 | 665 | 0.0% | 0.0% | 158 | +4,882 | 120.96% | Q1 2026 | May 05, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 8,473 | 632 | 0.25% | 0.2% | 159 | -216 | -2.49% | Q1 2026 | Apr 23, 2026 |
| Pathway Financial Advisors LLC | History | No change | 8,431 | 629 | 0.08% | 0.07% | 160 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Financial & Tax Architects, LLC | History | New | 8,303 | 619 | 0.14% | — | 161 | +8,303 | New | Q1 2026 | Apr 23, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 8,266 | 617 | 0.0% | 0.0% | 162 | +1,716 | 26.2% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 8,210 | 612 | 0.0% | 0.0% | 163 | -819 | -9.07% | Q1 2026 | May 14, 2026 |
| HANOVER ADVISORS INC | History | Added to | 8,182 | 610 | 0.25% | 0.14% | 164 | +2,293 | 38.94% | Q1 2026 | May 07, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 8,140 | 607 | 0.07% | 0.05% | 165 | +1,121 | 15.97% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,104 | 605 | 0.0% | 0.0% | 166 | +3,173 | 64.35% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,043 | 600 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,993 | 596 | 0.0% | 0.0% | 168 | +690 | 9.45% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,800 | 582 | 0.0% | — | 169 | +7,800 | New | Q1 2026 | May 15, 2026 |
| Asempa Wealth Advisors | History | Reduced | 7,798 | 580 | 0.51% | 0.42% | 170 | -108 | -1.37% | Q1 2026 | Apr 08, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 7,350 | 548 | 0.37% | — | 171 | +7,350 | New | Q1 2026 | Apr 16, 2026 |
| Sovran Advisors, LLC | History | New | 7,195 | 538 | 0.04% | — | 172 | +7,195 | New | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,077 | 528 | 0.0% | 0.0% | 173 | -14,237 | -66.8% | Q1 2026 | Apr 08, 2026 |
| McAlvany Wealth Management LLC | History | Added to | 6,739 | 492 | 0.33% | 0.21% | 174 | +2,292 | 51.54% | Q1 2026 | May 06, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 6,445 | 481 | 0.1% | 0.07% | 175 | -69 | -1.06% | Q1 2026 | Apr 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,348 | 473 | 0.0% | — | 176 | +6,348 | New | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,257 | 467 | 0.05% | — | 177 | +6,257 | New | Q1 2026 | May 15, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 6,251 | 466 | 0.44% | 0.37% | 178 | -2 | -0.03% | Q1 2026 | May 08, 2026 |
| Oath Planning, LLC | History | No change | 5,861 | 437 | 0.39% | 0.36% | 179 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Greenline Partners, LLC | History | New | 5,836 | 435 | 0.05% | — | 180 | +5,836 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 5,909 | 431 | 0.0% | 0.0% | 181 | -3,028 | -33.88% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,708 | 426 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 6,766 | 420 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 5,506 | 411 | 0.02% | 0.02% | 184 | -2,000 | -26.65% | Q1 2026 | May 14, 2026 |
| TKG Advisors, LLC | History | No change | 5,493 | 410 | 0.17% | 0.14% | 185 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,406 | 404 | 0.0% | 0.0% | 186 | +995 | 22.56% | Q1 2026 | Apr 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,473 | 402 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 5,311 | 396 | 0.05% | 0.09% | 188 | -7,236 | -57.67% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,128 | 382 | 0.01% | 0.01% | 189 | +1,428 | 38.59% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 5,114 | 381 | 0.0% | 0.0% | 190 | -1,291 | -20.16% | Q1 2026 | May 15, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 5,010 | 374 | 0.13% | 0.11% | 191 | +645 | 14.78% | Q1 2026 | Apr 21, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 4,790 | 357 | 0.05% | 0.04% | 192 | +36 | 0.76% | Q1 2026 | Apr 27, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | New | 4,713 | 351 | 0.03% | — | 193 | +4,713 | New | Q1 2026 | Apr 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,613 | 348 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hudock, Inc. | History | No change | 4,447 | 332 | 0.05% | 0.04% | 195 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dana Investment Advisors, Inc. | History | New | 4,446 | 331 | 0.01% | — | 196 | +4,446 | New | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,426 | 330 | 0.0% | 0.0% | 197 | -3,243 | -42.29% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,418 | 329 | 0.01% | 0.01% | 198 | +383 | 9.49% | Q1 2026 | May 01, 2026 |
| EJMK Ventures LLC | History | New | 4,248 | 317 | 0.18% | — | 199 | +4,248 | New | Q1 2026 | Apr 24, 2026 |
| JNBA Financial Advisors | History | No change | 4,089 | 305 | 0.03% | 0.02% | 200 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COMMERCE BANK | History | No change | 4,025 | 300 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CURA WEALTH ADVISORS, LLC | History | New | 4,000 | 298 | 0.13% | — | 202 | +4,000 | New | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,817 | 285 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 3,765 | 281 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hendershot Investments Inc. | History | New | 3,629 | 270 | 0.04% | — | 206 | +3,629 | New | Q1 2026 | Apr 27, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 3,625 | 270 | 0.02% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 3,613 | 269 | 0.04% | 0.03% | 207 | -170 | -4.49% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,673 | 268 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 3,575 | 266 | 0.01% | 0.01% | 209 | -57 | -1.57% | Q1 2026 | May 11, 2026 |
| Maridea Wealth Management LLC | History | New | 3,551 | 265 | 0.04% | — | 210 | +3,551 | New | Q1 2026 | Apr 21, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 3,375 | 252 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 3,346 | 249 | 0.0% | 0.01% | 212 | -684 | -16.97% | Q1 2026 | Apr 21, 2026 |
| Essex Bank | History | No change | 3,304 | 246 | 0.05% | 0.04% | 213 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 3,240 | 241 | 0.06% | — | 215 | +3,240 | New | Q1 2026 | Apr 06, 2026 |
| Global View Capital Management LLC | History | New | 3,233 | 241 | 0.06% | — | 214 | +3,233 | New | Q1 2026 | May 04, 2026 |
| Virtu Financial LLC | History | New | 3,212 | 240 | 0.01% | — | 216 | +3,212 | New | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 3,821 | 237 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 3,156 | 235 | 0.01% | 0.01% | 218 | -1,742 | -35.57% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 3,033 | 226 | 0.0% | — | 219 | +3,033 | New | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 3,012 | 224 | 0.0% | 0.0% | 220 | +2,460 | 445.65% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 2,964 | 221 | 0.0% | 0.0% | 221 | +871 | 41.61% | Q1 2026 | May 13, 2026 |
| Navalign, LLC | History | Reduced | 2,943 | 219 | 0.06% | 0.05% | 222 | -64 | -2.13% | Q1 2026 | Apr 29, 2026 |
| Squarepoint Ops LLC | History | New | 2,851 | 212 | 0.0% | — | 223 | +2,851 | New | Q1 2026 | May 15, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 2,850 | 212 | 0.02% | — | 224 | +2,850 | New | Q1 2026 | May 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 2,771 | 207 | 0.01% | — | 225 | +2,771 | New | Q1 2026 | May 08, 2026 |
| SEEDS INVESTOR LLC | History | New | 2,692 | 202 | 0.03% | — | 226 | +2,692 | New | Q1 2026 | May 11, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 2,700 | 201 | 0.01% | — | 227 | +2,700 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | New | 2,694 | 201 | 0.0% | — | 228 | +2,694 | New | Q1 2026 | Apr 15, 2026 |
| NorthRock Partners, LLC | History | New | 2,684 | 200 | 0.0% | — | 229 | +2,684 | New | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | No change | 2,613 | 195 | 0.01% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avalon Trust Co | History | New | 2,575 | 192 | 0.01% | — | 231 | +2,575 | New | Q1 2026 | May 06, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 2,502 | 186 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,405 | 179 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,373 | 177 | 0.01% | 0.01% | 234 | -229 | -8.8% | Q1 2026 | Apr 23, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 2,181 | 162 | 0.05% | 0.05% | 235 | -42 | -1.89% | Q1 2026 | Apr 24, 2026 |
| Caldwell Trust Co | History | No change | 1,800 | 134 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,760 | 131 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,691 | 126 | 0.01% | 0.01% | 238 | -54 | -3.09% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,603 | 119 | 0.0% | 0.0% | 239 | -508 | -24.06% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | New | 1,532 | 114 | 0.02% | — | 240 | +1,532 | New | Q1 2026 | May 05, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 1,502 | 112 | 0.02% | 0.01% | 241 | -58 | -3.72% | Q1 2026 | Apr 22, 2026 |
| WestEnd Advisors, LLC | History | New | 1,434 | 107 | 0.0% | — | 242 | +1,434 | New | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,243 | 92 | 0.0% | 0.0% | 243 | +17 | 1.39% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,122 | 83 | 0.0% | 0.0% | 244 | +3 | 0.27% | Q1 2026 | May 08, 2026 |
| Hurley Capital, LLC | History | No change | 1,100 | 82 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,063 | 79 | 0.07% | 0.06% | 246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,006 | 75 | 0.0% | 0.0% | 247 | -1,064 | -51.4% | Q1 2026 | May 04, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 790 | 59 | 0.03% | 0.02% | 248 | -3 | -0.38% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 761 | 56 | 0.0% | 0.0% | 249 | +551 | 262.38% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | No change | 750 | 56 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 750 | 56 | 0.05% | 0.04% | 251 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 710 | 53 | 0.0% | — | 252 | +710 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 698 | 52 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 645 | 48 | 0.0% | 0.0% | 254 | -105 | -14.0% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 633 | 47 | 0.0% | — | 255 | +633 | New | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 625 | 46 | 0.0% | — | 256 | +625 | New | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 551 | 41 | 0.0% | 0.0% | 257 | +100 | 22.17% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 525 | 39 | 0.0% | 0.0% | 258 | +125 | 31.25% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 534 | 39 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Grove Bank & Trust | History | No change | 485 | 36 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 27,803 | 30 | 0.0% | 0.01% | 262 | +4,421 | 18.91% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 406 | 30 | 0.0% | — | 263 | +406 | New | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 405 | 30 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 383 | 28 | 0.0% | — | 265 | +383 | New | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Added to | 387 | 28 | 0.0% | 0.0% | 264 | +20 | 5.45% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 364 | 27 | 0.0% | — | 266 | +364 | New | Q1 2026 | May 19, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 360 | 26 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 340 | 25 | 0.0% | — | 268 | +340 | New | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | No change | 234 | 17 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 200 | 14 | 0.0% | — | 273 | +200 | New | Q1 2026 | Apr 28, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 190 | 14 | 0.0% | 0.0% | 270 | +7 | 3.83% | Q1 2026 | Apr 20, 2026 |
| Operose Advisors LLC | History | No change | 189 | 14 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 187 | 13 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 170 | 12 | 0.0% | — | 276 | +170 | New | Q1 2026 | Apr 14, 2026 |
| ORG Partners LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 155 | 11 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Millstone Evans Group, LLC | History | No change | 130 | 9 | 0.01% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 109 | 8 | 0.0% | 0.0% | 279 | -458 | -80.78% | Q1 2026 | May 13, 2026 |
| Bank & Trust Co | History | No change | 110 | 8 | 0.01% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 107 | 7 | 0.0% | 0.0% | 282 | -1,841 | -94.51% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 106 | 7 | 0.0% | — | 284 | +106 | New | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | No change | 106 | 7 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | New | 68 | 5 | 0.0% | — | 287 | +68 | New | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 67 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | No change | 75 | 5 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | New | 28 | 2 | 0.0% | — | 289 | +28 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 29 | 2 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NFSG Corp | History | No change | 18 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sendero Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.66% | — | -241,194 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -45,600 | -100.0% | Q1 2026 | May 04, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.19% | — | -34,670 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -30,101 | -100.0% | Q1 2026 | May 11, 2026 |
| FMB WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.53% | — | -21,799 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,671 | -100.0% | Q1 2026 | May 14, 2026 |
| ArchPoint Investors | History | Closed out | 0 | 0 | — | 0.1% | — | -6,900 | -100.0% | Q1 2026 | May 14, 2026 |
| Hirtle & Co., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,926 | -100.0% | Q1 2026 | May 13, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,061 | -100.0% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,398 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,087 | -100.0% | Q1 2026 | May 05, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -289 | -100.0% | Q1 2026 | May 15, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 07, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q1 2026 | May 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CGC Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Brooklands Fund Management Ltd | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 309 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |