Goldman Sachs ETF Trust - GSEW
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | History | Reduced | 1,199,560 | 101,554 | 0.81% | 1.22% | 1 | -10,956 | -0.91% | Q1 2026 | May 15, 2026 |
| Members Trust Co | History | Reduced | 1,086,289 | 91,965 | 3.06% | 3.07% | 2 | -17,825 | -1.61% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 861,137 | 72,903 | 0.0% | 0.0% | 3 | -66,109 | -7.13% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 633,692 | 53,648 | 0.02% | 0.01% | 4 | +70,694 | 12.56% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 628,505 | 53,209 | 0.0% | 0.0% | 5 | -127,013 | -16.81% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 543,285 | 45,994 | 0.36% | 0.36% | 6 | -45,198 | -7.68% | Q1 2026 | May 11, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 487,806 | 41,454 | 4.52% | 4.48% | 7 | +2,857 | 0.59% | Q1 2026 | May 06, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 428,808 | 36,301 | 3.75% | 3.76% | 8 | +3,770 | 0.89% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 407,541 | 34,367 | 0.01% | 0.01% | 9 | +597 | 0.15% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 400,178 | 33,879 | 0.01% | 0.01% | 10 | -44,667 | -10.04% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 390,845 | 33,088 | 0.01% | 0.0% | 11 | +101,115 | 34.9% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 296,650 | 25,114 | 1.58% | 1.65% | 12 | -14,972 | -4.8% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 241,935 | 20,482 | 0.01% | 0.0% | 13 | +231,354 | 2186.5% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 235,159 | 19,908 | 0.01% | 0.01% | 14 | +29,176 | 14.16% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 220,956 | 18,706 | 0.18% | 0.26% | 15 | -90,890 | -29.15% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 219,070 | 18,546 | 0.38% | 0.4% | 16 | +7,412 | 3.5% | Q1 2026 | Apr 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 190,285 | 16,109 | 2.49% | 2.47% | 17 | +11,798 | 6.61% | Q1 2026 | May 07, 2026 |
| Horizon Investments, LLC | History | Reduced | 156,359 | 13,237 | 0.15% | 0.18% | 18 | -11,278 | -6.73% | Q1 2026 | May 14, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 151,622 | 12,836 | 1.5% | 1.27% | 19 | +13,156 | 9.5% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 147,196 | 12,461 | 0.42% | 0.41% | 20 | +9,724 | 7.07% | Q1 2026 | Apr 07, 2026 |
| UBS Group AG | History | Added to | 123,765 | 10,477 | 0.0% | 0.0% | 21 | +1,406 | 1.15% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 107,646 | 9,113 | 0.01% | 0.01% | 22 | +13,846 | 14.76% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 104,931 | 8,883 | 0.02% | 0.02% | 23 | +4,666 | 4.65% | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | Added to | 104,881 | 8,879 | 3.82% | 3.75% | 24 | +5,006 | 5.01% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 100,965 | 8,547 | 0.05% | 0.03% | 25 | -6,283 | -5.86% | Q1 2026 | Apr 29, 2026 |
| Advisors Preferred, LLC | History | Added to | 100,000 | 8,466 | 1.25% | 0.52% | 26 | +62,600 | 167.38% | Q1 2026 | May 05, 2026 |
| MTC Wealth Management LLC | History | Reduced | 99,553 | 8,428 | 4.0% | 4.23% | 27 | -6,293 | -5.95% | Q1 2026 | May 04, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 90,043 | 7,623 | 1.03% | 1.02% | 28 | +1,493 | 1.69% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 89,962 | 7,616 | 0.14% | 0.13% | 29 | +3,119 | 3.59% | Q1 2026 | Apr 10, 2026 |
| Creative Planning | History | Added to | 88,838 | 7,521 | 0.01% | 0.01% | 30 | +2,921 | 3.4% | Q1 2026 | May 12, 2026 |
| Sierra Capital LLC | History | Reduced | 88,123 | 7,460 | 0.81% | 0.8% | 31 | -806 | -0.91% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 86,749 | 7,344 | 0.01% | 0.01% | 32 | +19,714 | 29.41% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 83,935 | 7,106 | 0.0% | 0.0% | 33 | -10,645 | -11.26% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 80,520 | 6,869 | 0.01% | 0.02% | 34 | -96,822 | -54.6% | Q1 2026 | Apr 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 77,505 | 6,561 | 0.16% | 0.16% | 35 | -6,002 | -7.19% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 75,402 | 6,418 | 1.3% | 1.3% | 36 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 70,329 | 5,954 | 1.17% | 1.2% | 37 | +973 | 1.4% | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 58,995 | 4,994 | 0.27% | 0.27% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 58,818 | 4,979 | 0.1% | 0.1% | 39 | +532 | 0.91% | Q1 2026 | Apr 14, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 58,550 | 4,956 | 3.0% | 3.06% | 40 | -1,810 | -3.0% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 58,341 | 4,939 | 0.0% | 0.0% | 41 | +7,988 | 15.86% | Q1 2026 | May 12, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 57,800 | 4,893 | 0.28% | 0.28% | 42 | -3,896 | -6.31% | Q1 2026 | Apr 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 56,454 | 4,779 | 0.22% | 0.17% | 43 | +19,195 | 51.52% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 55,155 | 4,669 | 0.07% | 0.08% | 44 | +8,230 | 17.54% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 48,485 | 4,104 | 0.15% | 0.14% | 45 | +4,500 | 10.23% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 49,552 | 4,096 | 0.13% | 0.11% | 46 | +4,982 | 11.18% | Q1 2026 | May 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 47,807 | 4,047 | 0.5% | 0.54% | 47 | -3,561 | -6.93% | Q1 2026 | Apr 17, 2026 |
| Kathmere Capital Management, LLC | History | No change | 47,484 | 4,019 | 0.25% | 0.27% | 48 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 46,147 | 3,906 | 0.27% | — | 49 | +46,147 | New | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 43,792 | 3,620 | 0.0% | 0.0% | 50 | +28,659 | 189.38% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,103 | 3,395 | 0.01% | 0.01% | 51 | +12,728 | 46.49% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 39,493 | 3,343 | 0.01% | 0.02% | 52 | -45,865 | -53.73% | Q1 2026 | Apr 22, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 38,599 | 3,267 | 0.02% | 0.02% | 53 | -38 | -0.1% | Q1 2026 | May 14, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 37,549 | 3,179 | 0.69% | 0.44% | 54 | +12,725 | 51.26% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 37,457 | 3,171 | 0.21% | 0.19% | 55 | +3,288 | 9.62% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 36,944 | 3,127 | 0.0% | 0.0% | 56 | +14,239 | 62.71% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 34,585 | 2,927 | 0.02% | 0.02% | 57 | -1,584 | -4.38% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 34,446 | 2,916 | 0.0% | 0.0% | 58 | +20,599 | 148.76% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 34,045 | 2,882 | 0.01% | 0.03% | 59 | -27,564 | -44.74% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 33,424 | 2,829 | 0.0% | 0.0% | 60 | +2,354 | 7.58% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 32,637 | 2,763 | 0.07% | 0.09% | 61 | +68 | 0.21% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 32,262 | 2,731 | 0.0% | 0.0% | 62 | -2,527 | -7.26% | Q1 2026 | May 05, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 31,794 | 2,691 | 1.29% | 1.31% | 63 | +1,320 | 4.33% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 30,905 | 2,616 | 0.12% | — | 64 | +30,905 | New | Q1 2026 | Apr 28, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 29,865 | 2,528 | 0.13% | 0.12% | 65 | +1,950 | 6.99% | Q1 2026 | Apr 27, 2026 |
| Nautilus Advisors LLC | History | Reduced | 27,752 | 2,349 | 1.61% | 1.62% | 66 | -1,357 | -4.66% | Q1 2026 | Apr 17, 2026 |
| CROBAN | History | New | 26,531 | 2,245 | 1.06% | — | 67 | +26,531 | New | Q1 2026 | May 12, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 26,470 | 2,240 | 2.14% | — | 68 | +26,470 | New | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 26,015 | 2,202 | 0.0% | — | 69 | +26,015 | New | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 25,754 | 2,180 | 0.0% | — | 70 | +25,754 | New | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,314 | 1,889 | 0.01% | 0.0% | 71 | +19,472 | 685.15% | Q1 2026 | Apr 30, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 21,935 | 1,857 | 0.3% | 0.12% | 72 | +13,120 | 148.84% | Q1 2026 | Apr 24, 2026 |
| Noble Wealth Management PBC | History | Added to | 21,443 | 1,815 | 0.91% | 0.89% | 73 | +661 | 3.18% | Q1 2026 | Apr 02, 2026 |
| STEPHENS INC /AR/ | History | Added to | 20,465 | 1,732 | 0.02% | 0.02% | 74 | +1,285 | 6.7% | Q1 2026 | Apr 28, 2026 |
| Westshore Wealth, LLC | History | No change | 20,319 | 1,729 | 0.57% | 0.57% | 75 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 20,231 | 1,712 | 0.04% | 0.03% | 76 | +4,124 | 25.6% | Q1 2026 | Apr 29, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 19,438 | 1,645 | 0.22% | 0.23% | 77 | -131 | -0.67% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 17,066 | 1,444 | 0.0% | 0.0% | 78 | -179 | -1.04% | Q1 2026 | May 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 16,788 | 1,421 | 0.56% | 0.5% | 79 | +1,563 | 10.27% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 16,758 | 1,418 | 0.0% | 0.0% | 80 | +3,835 | 29.68% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 16,574 | 1,370 | 0.21% | 0.23% | 81 | -731 | -4.22% | Q1 2026 | May 07, 2026 |
| Firestone Capital Management | History | Added to | 15,878 | 1,344 | 0.28% | 0.22% | 82 | +3,629 | 29.63% | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 13,157 | 1,113 | 0.08% | — | 83 | +13,157 | New | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,799 | 1,083 | 0.01% | 0.01% | 84 | +684 | 5.65% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 12,716 | 1,076 | 0.05% | 0.05% | 85 | +425 | 3.46% | Q1 2026 | Apr 27, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 12,195 | 1,032 | 0.13% | 0.17% | 86 | -5,069 | -29.36% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,929 | 1,009 | 0.04% | 0.03% | 87 | +4,075 | 51.88% | Q1 2026 | May 19, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 11,609 | 982 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Legacy Private Trust Co. | History | Reduced | 11,584 | 980 | 0.06% | 0.06% | 89 | -456 | -3.79% | Q1 2026 | Apr 07, 2026 |
| Security National Bank | History | Added to | 10,742 | 909 | 0.13% | 0.12% | 90 | +824 | 8.31% | Q1 2026 | Apr 16, 2026 |
| Sound Financial Strategies Group, LLC | History | New | 10,521 | 890 | 0.61% | — | 91 | +10,521 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,485 | 887 | 0.0% | 0.0% | 92 | +1,739 | 19.88% | Q1 2026 | May 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 10,379 | 878 | 0.06% | — | 93 | +10,379 | New | Q1 2026 | May 07, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 10,123 | 861 | 0.23% | 0.23% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 9,959 | 843 | 0.14% | 0.2% | 95 | -4,797 | -32.51% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 9,674 | 819 | 0.0% | 0.0% | 96 | -116 | -1.18% | Q1 2026 | May 15, 2026 |
| Mendel Money Management | History | Added to | 9,359 | 792 | 0.33% | 0.22% | 97 | +3,298 | 54.41% | Q1 2026 | May 04, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 9,039 | 765 | 0.2% | 0.22% | 98 | -139 | -1.51% | Q1 2026 | May 11, 2026 |
| Allie Family Office LLC | History | New | 8,747 | 740 | 0.32% | — | 99 | +8,747 | New | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 8,370 | 708 | 0.0% | 0.0% | 101 | +4,818 | 135.64% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8,318 | 708 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Paragon Capital Management LLC | History | Added to | 8,308 | 703 | 0.35% | 0.36% | 102 | +57 | 0.69% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,550 | 639 | 0.01% | 0.01% | 103 | +77 | 1.03% | Q1 2026 | May 18, 2026 |
| Pflug Koory, LLC | History | Reduced | 7,425 | 628 | 0.29% | 0.31% | 104 | -377 | -4.83% | Q1 2026 | Apr 21, 2026 |
| HRT FINANCIAL LP | History | New | 7,107 | 601 | 0.0% | — | 105 | +7,107 | New | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Added to | 7,087 | 599 | 0.06% | 0.07% | 106 | +1 | 0.01% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Partners, LLC | History | No change | 7,040 | 596 | 0.05% | 0.04% | 107 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,994 | 595 | 0.0% | 0.0% | 108 | +1,309 | 23.03% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,776 | 573 | 0.0% | 0.0% | 109 | +3,510 | 107.47% | Q1 2026 | May 15, 2026 |
| Barnett & Company, Inc. | History | Reduced | 6,715 | 568 | 0.44% | 0.48% | 110 | -220 | -3.17% | Q1 2026 | Apr 30, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6,342 | 536 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 6,195 | 524 | 0.11% | 0.12% | 112 | -90 | -1.43% | Q1 2026 | May 11, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 6,133 | 519 | 0.21% | 0.2% | 113 | +371 | 6.44% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,065 | 516 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 5,984 | 506 | 0.48% | — | 116 | +5,984 | New | Q1 2026 | May 15, 2026 |
| Astra Wealth Partners LLC | History | No change | 5,980 | 506 | 0.3% | 0.3% | 115 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ascentis Wealth Management, LLC | History | New | 5,940 | 502 | 0.1% | — | 117 | +5,940 | New | Q1 2026 | Apr 28, 2026 |
| Vawter Financial, Ltd. | History | Added to | 5,834 | 493 | 0.21% | 0.21% | 118 | +11 | 0.19% | Q1 2026 | May 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 5,467 | 462 | 0.17% | 0.16% | 119 | +532 | 10.78% | Q1 2026 | Apr 17, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 5,444 | 460 | 0.21% | 0.2% | 120 | +332 | 6.49% | Q1 2026 | Apr 16, 2026 |
| Focus Partners Wealth | History | No change | 4,977 | 421 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,871 | 412 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | New | 4,732 | 400 | 0.01% | — | 123 | +4,732 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 4,724 | 399 | 0.0% | 0.0% | 124 | -94 | -1.95% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,631 | 392 | 0.0% | — | 125 | +4,631 | New | Q1 2026 | Apr 20, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 4,571 | 386 | 0.03% | 0.03% | 126 | +558 | 13.9% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,540 | 384 | 0.0% | 0.0% | 127 | -2,957 | -39.44% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 4,485 | 379 | 0.13% | 0.13% | 128 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Orographic Financial Advisors, LLC | History | New | 4,453 | 376 | 0.27% | — | 129 | +4,453 | New | Q1 2026 | May 19, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,279 | 362 | 0.01% | 0.01% | 130 | +123 | 2.96% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,250 | 361 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 4,148 | 351 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 3,847 | 325 | 0.02% | 0.02% | 133 | -350 | -8.34% | Q1 2026 | Apr 15, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Reduced | 3,751 | 317 | 0.04% | 0.06% | 134 | -423 | -10.13% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Added to | 3,703 | 314 | 0.02% | 0.02% | 135 | +223 | 6.41% | Q1 2026 | Apr 27, 2026 |
| Bouchey Financial Group Ltd | History | No change | 3,605 | 314 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LexAurum Advisors, LLC | History | New | 3,616 | 306 | 0.04% | — | 137 | +3,616 | New | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 3,485 | 295 | 0.0% | 0.0% | 138 | +1,035 | 42.24% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | No change | 3,387 | 286 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 3,370 | 285 | 0.19% | 0.19% | 140 | +2 | 0.06% | Q1 2026 | Apr 13, 2026 |
| BBR PARTNERS, LLC | History | No change | 3,344 | 283 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | New | 3,330 | 281 | 0.02% | — | 142 | +3,330 | New | Q1 2026 | May 11, 2026 |
| Jacobi Capital Management LLC | History | New | 3,282 | 277 | 0.02% | — | 143 | +3,282 | New | Q1 2026 | May 13, 2026 |
| LeClair Wealth Partners LLC | History | New | 3,108 | 263 | 0.09% | — | 145 | +3,108 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 3,108 | 263 | 0.09% | 0.09% | 144 | -4 | -0.13% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | New | 3,002 | 254 | 0.0% | — | 146 | +3,002 | New | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | New | 2,925 | 247 | 0.0% | — | 147 | +2,925 | New | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,842 | 240 | 0.01% | 0.01% | 148 | -687 | -19.47% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 2,834 | 239 | 0.0% | 0.0% | 149 | -2,048 | -41.95% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,778 | 235 | 0.0% | 0.0% | 150 | +207 | 8.05% | Q1 2026 | Apr 30, 2026 |
| Sunpointe, LLC | History | Reduced | 2,750 | 232 | 0.08% | 0.08% | 151 | -183 | -6.24% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | No change | 2,700 | 228 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 2,614 | 224 | 0.13% | 0.13% | 153 | -28 | -1.06% | Q1 2026 | Apr 08, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 2,643 | 223 | 0.11% | 0.11% | 154 | -16 | -0.6% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 2,529 | 214 | 0.01% | 0.01% | 155 | -17 | -0.67% | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 2,527 | 213 | 0.02% | — | 156 | +2,527 | New | Q1 2026 | Apr 23, 2026 |
| Virtu Financial LLC | History | New | 2,359 | 200 | 0.01% | — | 157 | +2,359 | New | Q1 2026 | May 14, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 2,209 | 186 | 0.05% | 0.07% | 158 | +6 | 0.27% | Q1 2026 | Apr 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,600 | 135 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | New | 1,443 | 122 | 0.01% | — | 160 | +1,443 | New | Q1 2026 | Apr 28, 2026 |
| Arlington Trust Co LLC | History | No change | 1,369 | 115 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PDS Planning, Inc | History | Added to | 1,145 | 96 | 0.01% | 0.01% | 162 | +4 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Longview Financial Advisors, Inc. | History | New | 1,053 | 89 | 0.05% | — | 163 | +1,053 | New | Q1 2026 | Apr 20, 2026 |
| Bogart Wealth, LLC | History | Added to | 878 | 74 | 0.0% | 0.0% | 164 | +3 | 0.34% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 542 | 45 | 0.0% | 0.02% | 165 | -9,108 | -94.38% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | No change | 476 | 40 | 0.0% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LGT Financial Advisors LLC | History | New | 380 | 32 | 0.16% | — | 168 | +380 | New | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Added to | 384 | 32 | 0.0% | 0.0% | 167 | +2 | 0.52% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | New | 330 | 27 | 0.0% | — | 171 | +330 | New | Q1 2026 | May 15, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 320 | 27 | 0.01% | 0.02% | 170 | +1 | 0.31% | Q1 2026 | May 15, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 320 | 27 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WHITTIER TRUST CO | History | No change | 296 | 25 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | No change | 300 | 25 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SHP Wealth Management | History | No change | 233 | 19 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Reduced | 221 | 18 | 0.0% | 0.0% | 175 | -385 | -63.53% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 166 | 14 | 0.0% | — | 176 | +166 | New | Q1 2026 | May 15, 2026 |
| Fairman Group, LLC | History | No change | 160 | 13 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ALERUS FINANCIAL NA | History | No change | 151 | 12 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | New | 110 | 9 | 0.0% | — | 179 | +110 | New | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Reduced | 98 | 8 | 0.0% | 0.0% | 181 | -340 | -77.63% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 101 | 8 | 0.0% | 0.0% | 180 | -68 | -40.24% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | New | 54 | 4 | 0.0% | — | 182 | +54 | New | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 39 | 3 | 0.0% | 0.0% | 184 | -178 | -82.03% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 44 | 3 | 0.0% | — | 185 | +44 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 44 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 25 | 2 | 0.0% | — | 186 | +25 | New | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,001 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,683 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -16,554 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,910 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,136 | -100.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,820 | -100.0% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,225 | -100.0% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,050 | -100.0% | Q1 2026 | May 14, 2026 |
| Richard P Slaughter Associates Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -2,516 | -100.0% | Q1 2026 | Apr 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.02% | — | -1,195 | -100.0% | Q1 2026 | May 08, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | May 14, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 04, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |