Goldman Sachs ETF Trust - GSIE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 22,651,520 | 976,960 | 0.18% | 0.17% | 1 | +531,876 | 2.4% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 5,878,875 | 253,555 | 0.07% | 0.07% | 2 | +97,898 | 1.69% | Q1 2026 | May 06, 2026 |
| Annex Advisory Services, LLC | History | Added to | 5,577,023 | 240,537 | 4.51% | 1.12% | 3 | +4,211,995 | 308.56% | Q1 2026 | Apr 16, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 5,429,627 | 234,179 | 1.98% | 1.88% | 4 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 4,858,335 | 209,539 | 6.14% | 5.73% | 5 | +379,920 | 8.48% | Q1 2026 | Apr 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,437,447 | 191,387 | 0.01% | 0.01% | 6 | -247,100 | -5.27% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,170,669 | 179,880 | 0.05% | 0.03% | 7 | +1,433,682 | 52.38% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Added to | 3,290,100 | 141,902 | 0.27% | 0.25% | 8 | +194,817 | 6.29% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 3,155,223 | 136,084 | 0.01% | 0.01% | 9 | -157,989 | -4.77% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,554,536 | 110,177 | 0.71% | 0.72% | 10 | -36,255 | -1.4% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,065,139 | 89,069 | 0.12% | 0.11% | 11 | +123,337 | 6.35% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 2,024,575 | 87,319 | 0.09% | 0.03% | 12 | +1,413,784 | 231.47% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,745,490 | 75,282 | 0.01% | 0.01% | 13 | +8,438 | 0.49% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,379,015 | 59,468 | 0.1% | 0.11% | 14 | +92,447 | 7.19% | Q1 2026 | May 14, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,367,022 | 58,959 | 6.61% | 5.9% | 15 | +35,171 | 2.64% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Reduced | 1,286,453 | 55,484 | 0.08% | 0.09% | 16 | -79,867 | -5.85% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,064,483 | 45,911 | 0.01% | 0.01% | 17 | +115,495 | 12.17% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 1,036,569 | 44,707 | 1.5% | 1.9% | 18 | -247,878 | -19.3% | Q1 2026 | May 13, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 1,028,776 | 44,371 | 5.97% | 5.47% | 19 | +20,703 | 2.05% | Q1 2026 | May 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 1,024,477 | 44,185 | 1.78% | 1.63% | 20 | +14,704 | 1.46% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 1,023,333 | 44,136 | 0.01% | 0.01% | 21 | +50,857 | 5.23% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,007,630 | 43,459 | 0.42% | 0.42% | 22 | +13,970 | 1.41% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,006,889 | 43,427 | 0.64% | 0.63% | 23 | +60,997 | 6.45% | Q1 2026 | May 13, 2026 |
| High Probability Advisors, LLC | History | Added to | 989,692 | 42,685 | 5.46% | 5.56% | 24 | +19,592 | 2.02% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 927,809 | 40,016 | 0.06% | 0.05% | 25 | -33,142 | -3.45% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 920,979 | 39,721 | 0.01% | 0.01% | 26 | -48,239 | -4.98% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 894,547 | 38,581 | 0.24% | 0.05% | 27 | +683,390 | 323.64% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Reduced | 853,644 | 38,499 | 4.71% | 5.71% | 28 | -168,901 | -16.52% | Q1 2026 | May 06, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 890,002 | 38,385 | 1.83% | 1.9% | 29 | -13,392 | -1.48% | Q1 2026 | May 08, 2026 |
| GFG Capital, LLC | History | Added to | 786,110 | 33,904 | 10.83% | 10.84% | 30 | +77,329 | 10.91% | Q1 2026 | Apr 21, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 736,862 | 31,780 | 3.03% | 2.85% | 31 | +33,468 | 4.76% | Q1 2026 | Apr 23, 2026 |
| STRAIGHTLINE GROUP LLC | History | Added to | 735,238 | 31,710 | 15.77% | 16.54% | 32 | +52,554 | 7.7% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 730,510 | 31,506 | 0.02% | 0.02% | 33 | -2,937 | -0.4% | Q1 2026 | May 07, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 713,127 | 30,757 | 19.98% | 19.78% | 34 | -1,283 | -0.18% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 681,026 | 29,372 | 0.01% | 0.01% | 35 | -36,139 | -5.04% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 676,901 | 29,194 | 0.16% | 0.17% | 36 | -36,074 | -5.06% | Q1 2026 | May 05, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 652,469 | 28,141 | 3.14% | 3.2% | 37 | +2,693 | 0.41% | Q1 2026 | Apr 10, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 647,826 | 27,940 | 3.12% | 2.99% | 38 | +47,323 | 7.88% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 621,463 | 26,803 | 0.15% | 0.07% | 39 | +141,048 | 29.36% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 621,072 | 26,787 | 0.05% | 0.05% | 40 | +12,809 | 2.11% | Q1 2026 | May 01, 2026 |
| LexAurum Advisors, LLC | History | New | 593,460 | 25,595 | 3.32% | — | 41 | +593,460 | New | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 551,317 | 23,778 | 0.01% | 0.01% | 42 | +7,959 | 1.46% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 527,035 | 22,730 | 0.02% | 0.02% | 43 | +163,618 | 45.02% | Q1 2026 | May 05, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 520,439 | 22,446 | 9.76% | 9.34% | 44 | +14,586 | 2.88% | Q1 2026 | May 05, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 516,472 | 22,275 | 3.24% | 3.2% | 45 | +33,512 | 6.94% | Q1 2026 | May 14, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 512,734 | 22,114 | 2.11% | 1.7% | 46 | +82,954 | 19.3% | Q1 2026 | Apr 16, 2026 |
| Hixon Zuercher, LLC | History | Reduced | 507,579 | 21,891 | 6.82% | 7.36% | 47 | -58,029 | -10.26% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Reduced | 501,851 | 21,644 | 0.51% | 0.55% | 48 | -76,459 | -13.22% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | Reduced | 497,236 | 21,445 | 1.86% | 1.84% | 49 | -804 | -0.16% | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | Added to | 481,638 | 20,773 | 0.71% | 0.71% | 50 | +6,535 | 1.38% | Q1 2026 | Apr 07, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 478,045 | 20,618 | 9.59% | 9.7% | 51 | -138 | -0.03% | Q1 2026 | May 07, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 453,455 | 19,557 | 2.8% | 2.87% | 52 | -14,897 | -3.18% | Q1 2026 | Apr 27, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 446,210 | 19,245 | 1.34% | 1.25% | 53 | +4,362 | 0.99% | Q1 2026 | Apr 28, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 422,366 | 18,216 | 2.16% | 2.18% | 54 | +134 | 0.03% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 383,019 | 16,519 | 0.04% | 0.04% | 55 | +48,971 | 14.66% | Q1 2026 | May 14, 2026 |
| White Pine Investment CO | History | Reduced | 368,163 | 15,879 | 3.69% | 3.78% | 56 | -4,982 | -1.34% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 343,135 | 14,363 | 0.0% | 0.0% | 57 | +279,268 | 437.26% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 330,044 | 14,235 | 0.04% | 0.03% | 58 | +63,469 | 23.81% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 327,047 | 14,105 | 0.03% | 0.02% | 59 | +39,667 | 13.8% | Q1 2026 | May 14, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 317,208 | 13,681 | 7.23% | 7.78% | 60 | -22,924 | -6.74% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 313,180 | 13,507 | 0.0% | — | 61 | +313,180 | New | Q1 2026 | May 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 306,393 | 13,214 | 0.19% | 0.15% | 62 | +37,373 | 13.89% | Q1 2026 | Apr 30, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 304,249 | 13,122 | 2.26% | 2.26% | 63 | +6,601 | 2.22% | Q1 2026 | May 12, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 293,392 | 12,653 | 6.95% | 7.03% | 64 | -100 | -0.03% | Q1 2026 | Apr 27, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 286,634 | 12,362 | 2.28% | 2.3% | 65 | -6,259 | -2.14% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 272,248 | 11,742 | 0.09% | 0.08% | 66 | +120,412 | 79.3% | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 263,506 | 11,365 | 2.36% | 1.86% | 67 | +67,292 | 34.3% | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 263,382 | 11,359 | 0.73% | 0.73% | 68 | -2,275 | -0.86% | Q1 2026 | Apr 17, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 260,166 | 11,220 | 0.63% | 0.66% | 69 | -9,455 | -3.51% | Q1 2026 | Apr 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 249,134 | 10,745 | 0.4% | 0.43% | 70 | -17,380 | -6.52% | Q1 2026 | May 14, 2026 |
| FCA CORP /TX | History | Added to | 246,668 | 10,638 | 3.0% | 2.88% | 71 | +8,760 | 3.68% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 243,973 | 10,522 | 0.04% | 0.0% | 72 | +235,105 | 2651.16% | Q1 2026 | Apr 30, 2026 |
| Keebeck Wealth Management | History | Added to | 242,269 | 10,449 | 1.18% | 1.19% | 73 | +2,175 | 0.91% | Q1 2026 | May 14, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 238,101 | 10,269 | 1.26% | 1.88% | 74 | -103,569 | -30.31% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 228,463 | 9,853 | 0.3% | 0.36% | 75 | +115 | 0.05% | Q1 2026 | May 15, 2026 |
| Vawter Financial, Ltd. | History | Added to | 224,832 | 9,697 | 4.08% | 3.95% | 76 | +6,904 | 3.17% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 216,433 | 9,334 | 0.18% | 0.18% | 77 | +1,806 | 0.84% | Q1 2026 | Apr 14, 2026 |
| Jeter Robert S II | History | New | 177,126 | 8,119 | 8.09% | — | 78 | +177,126 | New | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 186,968 | 8,069 | 0.01% | 0.01% | 79 | -26,788 | -12.53% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 185,438 | 7,997 | 0.01% | 0.0% | 80 | +157,890 | 573.15% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 182,801 | 7,884 | 0.01% | 0.01% | 81 | -5,035 | -2.68% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 179,260 | 7,810 | 0.02% | 0.02% | 82 | -147,190 | -45.09% | Q1 2026 | Apr 08, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 176,532 | 7,613 | 1.6% | 1.58% | 83 | -100 | -0.06% | Q1 2026 | Apr 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 171,259 | 7,386 | 0.67% | 0.62% | 84 | +19,948 | 13.18% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 167,238 | 7,212 | 0.01% | 0.01% | 85 | +3,966 | 2.43% | Q1 2026 | May 14, 2026 |
| LeClair Wealth Partners LLC | History | New | 162,905 | 7,026 | 2.43% | — | 87 | +162,905 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 162,905 | 7,026 | 2.43% | 2.68% | 86 | -10,540 | -6.08% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 160,066 | 6,904 | 0.02% | 0.02% | 88 | +15,440 | 10.68% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 159,769 | 6,678 | 0.0% | 0.0% | 89 | +33,940 | 26.97% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 154,655 | 6,670 | 0.14% | 0.13% | 90 | +17,636 | 12.87% | Q1 2026 | Apr 13, 2026 |
| CFO4Life Group, LLC | History | Reduced | 134,709 | 5,810 | 0.89% | 0.84% | 91 | -2,282 | -1.67% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | Added to | 134,498 | 5,800 | 0.48% | 0.43% | 92 | +12,244 | 10.02% | Q1 2026 | May 01, 2026 |
| IFC Advisors LLC | History | No change | 134,265 | 5,790 | 0.83% | 0.84% | 93 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Reduced | 128,754 | 5,553 | 0.01% | 0.01% | 94 | -8,918 | -6.48% | Q1 2026 | May 15, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 126,987 | 5,476 | 0.45% | 0.47% | 95 | -1,522 | -1.18% | Q1 2026 | Apr 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 124,869 | 5,385 | 0.19% | 0.19% | 96 | +3,535 | 2.91% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 120,204 | 5,184 | 0.0% | 0.0% | 97 | +85,301 | 244.39% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 104,615 | 4,512 | 0.04% | 0.03% | 98 | +12,626 | 13.73% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 100,521 | 4,335 | 0.11% | — | 99 | +100,521 | New | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 100,385 | 4,310 | 0.03% | 0.02% | 100 | +19,041 | 23.41% | Q1 2026 | May 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 99,346 | 4,284 | 0.9% | 0.74% | 101 | +11,211 | 12.72% | Q1 2026 | Apr 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 93,612 | 4,019 | 0.31% | 0.31% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 89,328 | 3,835 | 0.13% | 0.13% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Added to | 86,430 | 3,727 | 0.12% | 0.12% | 104 | +2,593 | 3.09% | Q1 2026 | May 04, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 82,632 | 3,563 | 1.4% | 1.31% | 105 | +7,877 | 10.54% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 81,598 | 3,519 | 0.02% | 0.02% | 106 | -331 | -0.4% | Q1 2026 | Apr 24, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 81,416 | 3,511 | 2.95% | 3.02% | 107 | -918 | -1.11% | Q1 2026 | Apr 22, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 78,144 | 3,370 | 0.93% | 1.06% | 108 | -18 | -0.02% | Q1 2026 | Apr 09, 2026 |
| Selby Wealth Management, LLC | History | Added to | 77,911 | 3,360 | 1.32% | 1.34% | 109 | +276 | 0.36% | Q1 2026 | Apr 08, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 77,552 | 3,344 | 0.81% | 1.6% | 110 | -69,661 | -47.32% | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 76,194 | 3,286 | 0.09% | 0.43% | 111 | -310,887 | -80.32% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 69,976 | 3,018 | 0.34% | 0.3% | 112 | +8,658 | 14.12% | Q1 2026 | Apr 16, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 68,242 | 2,943 | 1.17% | 1.26% | 113 | -11,251 | -14.15% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 67,721 | 2,910 | 0.01% | 0.02% | 114 | +20 | 0.03% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 65,869 | 2,828 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 65,280 | 2,815 | 0.01% | — | 116 | +65,280 | New | Q1 2026 | May 01, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 65,014 | 2,804 | 0.23% | 0.23% | 117 | +270 | 0.42% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 64,969 | 2,802 | 0.04% | 0.03% | 118 | +4,103 | 6.74% | Q1 2026 | Apr 28, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 64,421 | 2,778 | 1.1% | 1.11% | 119 | -2,595 | -3.87% | Q1 2026 | May 11, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 60,340 | 2,602 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 58,592 | 2,527 | 0.15% | 0.24% | 121 | -34,829 | -37.28% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 58,520 | 2,523 | 0.06% | 0.08% | 122 | +21,246 | 57.0% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 56,788 | 2,449 | 0.03% | 0.02% | 123 | +19,718 | 53.19% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 56,556 | 2,439 | 0.01% | 0.01% | 124 | +10,167 | 21.92% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 54,837 | 2,365 | 0.0% | 0.0% | 125 | +1,468 | 2.75% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 56,161 | 2,350 | 0.08% | 0.08% | 126 | +5,031 | 9.84% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 54,018 | 2,329 | 0.04% | 0.03% | 127 | +7,417 | 15.92% | Q1 2026 | Apr 27, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 51,944 | 2,240 | 0.14% | 0.15% | 128 | -1,426 | -2.67% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 51,194 | 2,208 | 0.0% | 0.0% | 129 | +16,056 | 45.69% | Q1 2026 | May 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 51,000 | 2,199 | 0.21% | 0.2% | 130 | +1,138 | 2.28% | Q1 2026 | Apr 27, 2026 |
| Prostatis Group LLC | History | Reduced | 46,759 | 2,016 | 0.52% | 0.5% | 131 | -2,234 | -4.56% | Q1 2026 | May 12, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 44,122 | 1,902 | 0.23% | 0.18% | 132 | +9,185 | 26.29% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 41,975 | 1,810 | 0.0% | 0.0% | 133 | +20,700 | 97.3% | Q1 2026 | Apr 27, 2026 |
| AWM CAPITAL, LLC | History | New | 40,000 | 1,725 | 0.16% | — | 134 | +40,000 | New | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 38,876 | 1,676 | 0.05% | 0.08% | 135 | -14,889 | -27.69% | Q1 2026 | May 07, 2026 |
| Emerald Advisors, LLC | History | Reduced | 38,661 | 1,667 | 0.21% | 0.23% | 136 | -675 | -1.72% | Q1 2026 | Apr 23, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 36,486 | 1,573 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TBH Global Asset Management, LLC | History | New | 35,166 | 1,519 | 0.31% | — | 138 | +35,166 | New | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 34,079 | 1,469 | 0.03% | 0.04% | 139 | -831 | -2.38% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 33,970 | 1,458 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Inscription Capital, LLC | History | No change | 33,739 | 1,455 | 0.15% | 0.15% | 141 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NWF Advisory Services Inc. | History | No change | 33,319 | 1,437 | 0.16% | 0.16% | 142 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 32,200 | 1,388 | 1.16% | 1.16% | 143 | +1 | 0.0% | Q1 2026 | May 08, 2026 |
| Maia Wealth LLC | History | Reduced | 31,067 | 1,339 | 0.23% | 0.25% | 144 | -780 | -2.45% | Q1 2026 | May 08, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 30,696 | 1,323 | 0.79% | 0.78% | 145 | +230 | 0.75% | Q1 2026 | Apr 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 30,535 | 1,316 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,344 | 1,308 | 0.0% | 0.0% | 147 | +2,442 | 8.75% | Q1 2026 | May 04, 2026 |
| Glenview Trust Co | History | Reduced | 30,050 | 1,296 | 0.02% | 0.02% | 148 | -203 | -0.67% | Q1 2026 | May 08, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 30,023 | 1,294 | 0.03% | — | 149 | +30,023 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 29,860 | 1,287 | 0.01% | 0.02% | 150 | -629 | -2.06% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 29,744 | 1,282 | 0.21% | 0.24% | 151 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 29,274 | 1,262 | 0.04% | 0.05% | 152 | -4,482 | -13.28% | Q1 2026 | Apr 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 28,960 | 1,249 | 0.03% | 0.02% | 153 | +124 | 0.43% | Q1 2026 | Apr 15, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 28,920 | 1,247 | 0.27% | 0.26% | 154 | -300 | -1.03% | Q1 2026 | Apr 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 28,016 | 1,208 | 0.27% | 0.25% | 155 | +3,339 | 13.53% | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 27,476 | 1,185 | 0.0% | 0.0% | 156 | +12,661 | 85.46% | Q1 2026 | May 05, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 26,546 | 1,144 | 0.27% | 0.28% | 157 | -227 | -0.85% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 26,288 | 1,133 | 0.02% | 0.02% | 158 | -113 | -0.43% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 26,029 | 1,122 | 0.09% | 0.09% | 159 | -306 | -1.16% | Q1 2026 | May 15, 2026 |
| Lunt Capital Management, Inc. | History | No change | 25,198 | 1,086 | 0.42% | 0.41% | 160 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 23,981 | 1,034 | 0.04% | 0.03% | 161 | +17,476 | 268.65% | Q1 2026 | May 15, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 23,271 | 1,003 | 1.58% | 2.41% | 162 | -8,039 | -25.68% | Q1 2026 | Apr 13, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 23,174 | 999 | 0.4% | 0.41% | 163 | -214 | -0.91% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 22,668 | 977 | 0.0% | 0.0% | 164 | +15,106 | 199.76% | Q1 2026 | May 13, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 22,294 | 961 | 0.35% | 0.29% | 165 | +3,484 | 18.52% | Q1 2026 | Apr 14, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 21,984 | 948 | 0.1% | 0.1% | 166 | +2,186 | 11.04% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 21,974 | 947 | 0.08% | 0.09% | 167 | -1,316 | -5.65% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 21,866 | 943 | 0.02% | 0.01% | 168 | +7,184 | 48.93% | Q1 2026 | May 14, 2026 |
| Edge Financial Advisors LLC | History | No change | 21,338 | 915 | 0.39% | 0.39% | 169 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 20,934 | 902 | 0.03% | 0.03% | 170 | +1,074 | 5.41% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,101 | 863 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 19,784 | 853 | 0.02% | 0.01% | 172 | +1,633 | 9.0% | Q1 2026 | Apr 10, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 19,737 | 851 | 0.03% | 0.03% | 173 | -3,491 | -15.03% | Q1 2026 | Apr 21, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 18,415 | 794 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Reduced | 17,510 | 755 | 0.04% | 0.04% | 175 | -1,852 | -9.57% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 17,046 | 735 | 0.0% | 0.0% | 176 | +1,806 | 11.85% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 16,701 | 720 | 0.08% | 0.08% | 177 | -930 | -5.27% | Q1 2026 | May 06, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 16,508 | 711 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EVOKE WEALTH, LLC | History | No change | 15,938 | 687 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 15,422 | 665 | 0.22% | 0.26% | 180 | -290 | -1.85% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 15,208 | 655 | 0.04% | 0.04% | 181 | -251 | -1.62% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,392 | 630 | 0.01% | 0.0% | 182 | +3,636 | 33.8% | Q1 2026 | Apr 07, 2026 |
| Stokes Family Office, LLC | History | Reduced | 14,411 | 621 | 0.06% | 0.06% | 183 | -627 | -4.17% | Q1 2026 | May 11, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 14,195 | 612 | 0.03% | 0.04% | 184 | +3 | 0.02% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,182 | 611 | 0.0% | 0.0% | 185 | +60 | 0.42% | Q1 2026 | May 08, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 12,500 | 539 | 0.29% | 0.35% | 187 | -2,068 | -14.2% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 12,518 | 539 | 0.0% | 0.0% | 186 | +1,110 | 9.73% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 12,476 | 538 | 0.01% | 0.01% | 188 | -3,043 | -19.61% | Q1 2026 | Apr 20, 2026 |
| LRI Investments, LLC | History | No change | 12,201 | 526 | 0.05% | 0.04% | 189 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 46 Peaks LLC | History | Added to | 11,985 | 516 | 0.38% | 0.36% | 190 | +646 | 5.7% | Q1 2026 | May 01, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 11,927 | 514 | 0.04% | 0.02% | 191 | +5,815 | 95.14% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 11,848 | 510 | 0.01% | 0.0% | 192 | +3,252 | 37.83% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 11,744 | 506 | 0.03% | 0.03% | 193 | +5,555 | 89.76% | Q1 2026 | Apr 22, 2026 |
| EdgeRock Capital LLC | History | Added to | 11,455 | 494 | 0.13% | 0.08% | 194 | +4,509 | 64.92% | Q1 2026 | Apr 16, 2026 |
| NORTHERN TRUST CORP | History | Added to | 11,351 | 489 | 0.0% | 0.0% | 195 | +4,892 | 75.74% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | New | 11,304 | 487 | 0.01% | — | 196 | +11,304 | New | Q1 2026 | May 18, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 11,190 | 486 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | New | 11,230 | 484 | 0.01% | — | 198 | +11,230 | New | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 11,069 | 477 | 0.0% | 0.0% | 199 | +37 | 0.34% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 10,881 | 469 | 0.03% | 0.04% | 200 | -1,790 | -14.13% | Q1 2026 | May 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 10,779 | 464 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Elevation Advisory Partners LLC | History | New | 10,166 | 460 | 0.43% | — | 202 | +10,166 | New | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 10,343 | 446 | 0.0% | 0.0% | 203 | +554 | 5.66% | Q1 2026 | May 11, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 4,967 | 444 | 0.13% | 0.06% | 204 | -280 | -5.34% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,179 | 438 | 0.02% | 0.02% | 205 | -590 | -5.48% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,642 | 415 | 0.01% | 0.0% | 206 | +2,803 | 40.99% | Q1 2026 | Apr 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 9,174 | 395 | 0.0% | — | 208 | +9,174 | New | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 9,172 | 395 | 0.1% | 0.07% | 207 | +3,682 | 67.07% | Q1 2026 | May 06, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 9,070 | 391 | 0.33% | 0.4% | 209 | -2,133 | -19.04% | Q1 2026 | May 15, 2026 |
| SFE Investment Counsel | History | Reduced | 9,054 | 390 | 0.06% | 0.06% | 210 | -389 | -4.12% | Q1 2026 | May 01, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 9,040 | 389 | 0.12% | 0.12% | 211 | +1,477 | 19.53% | Q1 2026 | May 08, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 8,953 | 386 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Round Rock Advisors LLC | History | Reduced | 8,820 | 380 | 0.06% | 0.06% | 213 | -68 | -0.77% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | No change | 8,767 | 378 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | No change | 8,716 | 375 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 8,675 | 374 | 0.33% | 0.35% | 217 | -300 | -3.34% | Q1 2026 | May 15, 2026 |
| Alteri Wealth LLC | History | Added to | 8,693 | 374 | 0.12% | 0.12% | 216 | +220 | 2.6% | Q1 2026 | May 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 8,619 | 371 | 0.05% | 0.07% | 218 | -914 | -9.59% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 8,353 | 360 | 0.0% | 0.0% | 219 | +2,350 | 39.15% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 7,949 | 358 | 0.02% | 0.02% | 220 | +175 | 2.25% | Q1 2026 | Apr 17, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 8,287 | 357 | 0.06% | 0.06% | 221 | +261 | 3.25% | Q1 2026 | Apr 29, 2026 |
| SCOTIA CAPITAL INC. | History | New | 8,180 | 352 | 0.0% | — | 223 | +8,180 | New | Q1 2026 | May 13, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 8,000 | 352 | 0.34% | 0.33% | 222 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 8,117 | 350 | 0.09% | 0.08% | 224 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 8,008 | 345 | 0.01% | 0.01% | 225 | +388 | 5.09% | Q1 2026 | May 11, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 7,916 | 341 | 0.22% | 0.23% | 226 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cambridge Advisors Inc. | History | No change | 7,600 | 327 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Legacy Advisors, LLC | History | Reduced | 7,283 | 314 | 0.04% | 0.04% | 228 | -1,586 | -17.88% | Q1 2026 | May 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 7,207 | 310 | 0.02% | 0.02% | 229 | -2,036 | -22.03% | Q1 2026 | May 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,938 | 299 | 0.0% | 0.0% | 230 | -456 | -6.17% | Q1 2026 | Apr 15, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 6,780 | 292 | 0.06% | 0.06% | 231 | +22 | 0.33% | Q1 2026 | Apr 24, 2026 |
| VANGUARD GROUP INC | History | No change | 6,734 | 289 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,598 | 284 | 0.02% | 0.02% | 233 | +174 | 2.71% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 6,558 | 282 | 0.0% | 0.0% | 234 | -108 | -1.62% | Q1 2026 | May 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 6,512 | 280 | 0.08% | 0.14% | 235 | -4,603 | -41.41% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 6,473 | 279 | 0.0% | — | 237 | +6,473 | New | Q1 2026 | May 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 6,470 | 279 | 0.09% | 0.1% | 236 | -317 | -4.67% | Q1 2026 | Apr 17, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 6,447 | 278 | 0.21% | 0.29% | 238 | -4,533 | -41.28% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | No change | 6,355 | 274 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | New | 6,156 | 265 | 0.01% | — | 240 | +6,156 | New | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 6,054 | 261 | 0.07% | 0.07% | 241 | -5 | -0.08% | Q1 2026 | May 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 5,930 | 255 | 0.02% | 0.02% | 242 | -2,117 | -26.31% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,862 | 252 | 0.0% | 0.0% | 244 | -3,300 | -36.02% | Q1 2026 | May 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 5,862 | 252 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 5,823 | 251 | 0.12% | 0.11% | 245 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VANGUARD ADVISERS INC | History | New | 5,811 | 250 | 0.0% | — | 247 | +5,811 | New | Q1 2026 | May 08, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 5,808 | 250 | 0.02% | 0.02% | 246 | -142 | -2.39% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Planning Group LLC | History | New | 5,449 | 245 | 0.03% | — | 248 | +5,449 | New | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,637 | 243 | 0.0% | 0.0% | 249 | +645 | 12.92% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 5,420 | 233 | 0.01% | 0.01% | 250 | -162 | -2.9% | Q1 2026 | Apr 15, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 5,270 | 227 | 0.01% | 0.02% | 251 | -3,550 | -40.25% | Q1 2026 | Apr 20, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 5,211 | 224 | 0.01% | — | 253 | +5,211 | New | Q1 2026 | May 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,208 | 224 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 4,981 | 214 | 0.0% | — | 254 | +4,981 | New | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | New | 4,939 | 213 | 0.0% | — | 255 | +4,939 | New | Q1 2026 | May 07, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,930 | 212 | 0.02% | 0.05% | 256 | -14,857 | -75.08% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,835 | 208 | 0.01% | 0.01% | 257 | +259 | 5.66% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 4,789 | 206 | 0.0% | 0.0% | 258 | -584 | -10.87% | Q1 2026 | May 06, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 4,692 | 202 | 0.1% | 0.11% | 259 | -279 | -5.61% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,351 | 187 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 3,929 | 169 | 0.0% | 0.0% | 261 | +1,729 | 78.59% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,785 | 163 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,705 | 159 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PlanVest Financial, Inc | History | New | 3,672 | 158 | 0.12% | — | 264 | +3,672 | New | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,310 | 142 | 0.0% | 0.0% | 265 | +142 | 4.48% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Added to | 3,106 | 133 | 0.0% | 0.0% | 266 | +303 | 10.81% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 3,102 | 133 | 0.0% | 0.0% | 267 | -130 | -4.02% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,939 | 128 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| United Community Bank | History | No change | 2,645 | 114 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EPG Wealth Management LLC | History | Added to | 2,588 | 111 | 0.03% | 0.03% | 270 | +9 | 0.35% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,467 | 105 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,414 | 104 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 2,237 | 96 | 0.0% | — | 273 | +2,237 | New | Q1 2026 | May 19, 2026 |
| HM PAYSON & CO | History | No change | 2,143 | 92 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,894 | 81 | 0.0% | 0.0% | 275 | +572 | 43.27% | Q1 2026 | May 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,845 | 79 | 0.01% | 0.0% | 276 | +428 | 30.2% | Q1 2026 | Apr 23, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,813 | 77 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MidFirst Bank | History | New | 1,645 | 70 | 0.01% | — | 279 | +1,645 | New | Q1 2026 | May 15, 2026 |
| CNB Bank | History | No change | 1,623 | 70 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,409 | 60 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 1,312 | 56 | 0.02% | — | 281 | +1,312 | New | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,285 | 55 | 0.0% | — | 282 | +1,285 | New | Q1 2026 | May 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 1,250 | 53 | 0.01% | — | 284 | +1,250 | New | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,235 | 53 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | New | 1,213 | 52 | 0.01% | — | 285 | +1,213 | New | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 1,096 | 47 | 0.0% | 0.0% | 286 | +81 | 7.98% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,076 | 46 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 1,064 | 45 | 0.0% | — | 288 | +1,064 | New | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 983 | 42 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 978 | 42 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 949 | 40 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 921 | 39 | 0.0% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Independence Bank of Kentucky | History | Reduced | 900 | 38 | 0.0% | 0.01% | 294 | -100 | -10.0% | Q1 2026 | Apr 30, 2026 |
| Miller Global Investments, LLC | History | Reduced | 902 | 38 | 0.03% | 0.04% | 296 | -90 | -9.07% | Q1 2026 | Apr 06, 2026 |
| Legacy Bridge, LLC | History | No change | 883 | 38 | 0.01% | 0.02% | 293 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 902 | 38 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EFG International AG | History | New | 784 | 33 | 0.0% | — | 297 | +784 | New | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 609 | 26 | 0.0% | 0.0% | 298 | +16 | 2.7% | Q1 2026 | May 20, 2026 |
| PINNEY & SCOFIELD, INC. | History | New | 583 | 25 | 0.01% | — | 300 | +583 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | No change | 585 | 25 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 13, 2026 |