Harbor ETF Trust - HGER
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 17,486,881 | 542,268 | 0.1% | 0.06% | 1 | +3,325,017 | 23.48% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,492,393 | 325,369 | 0.02% | 0.01% | 2 | +6,630,327 | 171.68% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,820,944 | 304,056 | 0.02% | 0.0% | 3 | +9,820,823 | 8116382.64% | Q1 2026 | May 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 3,834,178 | 118,897 | 0.99% | 0.54% | 4 | +1,164,532 | 43.62% | Q1 2026 | May 11, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 3,349,886 | 103,831 | 5.02% | 5.98% | 5 | -1,290,422 | -27.81% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,844,849 | 88,218 | 0.02% | 0.01% | 6 | +1,211,964 | 74.22% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,434,687 | 75,499 | 0.05% | 0.02% | 7 | +891,915 | 57.81% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,238,529 | 69,416 | 0.02% | 0.01% | 8 | +482,434 | 27.47% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 1,336,589 | 41,454 | 0.32% | 0.25% | 9 | -440 | -0.03% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,250,098 | 38,765 | 0.04% | 0.02% | 10 | +619,179 | 98.14% | Q1 2026 | May 05, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 1,228,121 | 38,084 | 6.71% | 5.36% | 11 | +49,625 | 4.21% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,153,539 | 35,771 | 0.17% | 0.15% | 12 | -145,146 | -11.18% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Added to | 1,040,792 | 32,274 | 0.07% | 0.04% | 13 | +176,606 | 20.44% | Q1 2026 | May 06, 2026 |
| Horizon Advisory Services, Inc. | History | Reduced | 978,268 | 30,336 | 15.53% | 14.88% | 14 | -206,937 | -17.46% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 933,466 | 28,946 | 0.04% | 0.03% | 15 | +30,336 | 3.36% | Q1 2026 | Apr 27, 2026 |
| Sowa Financial Group, Inc. | History | Added to | 780,366 | 24,199 | 11.99% | 7.27% | 16 | +217,816 | 38.72% | Q1 2026 | Apr 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 749,155 | 23,231 | 0.46% | 0.28% | 17 | +170,431 | 29.45% | Q1 2026 | Apr 17, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 663,121 | 20,563 | 2.56% | 1.83% | 18 | +60,182 | 9.98% | Q1 2026 | Apr 08, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 622,814 | 19,313 | 1.05% | 0.85% | 19 | +24,334 | 4.07% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 581,147 | 18,021 | 0.0% | 0.0% | 20 | +133,522 | 29.83% | Q1 2026 | May 15, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 577,276 | 17,901 | 3.36% | 2.67% | 21 | +51,946 | 9.89% | Q1 2026 | Apr 16, 2026 |
| Advisor OS, LLC | History | Added to | 573,731 | 17,791 | 1.29% | 0.05% | 22 | +550,868 | 2409.43% | Q1 2026 | May 07, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 487,524 | 15,118 | 1.84% | — | 23 | +487,524 | New | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 475,851 | 14,756 | 0.08% | 0.05% | 24 | +118,845 | 33.29% | Q1 2026 | May 05, 2026 |
| WIN ADVISORS, INC | History | New | 469,067 | 14,545 | 6.65% | — | 25 | +469,067 | New | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 453,952 | 14,077 | 0.04% | 0.04% | 26 | -97,198 | -17.64% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Added to | 379,958 | 11,782 | 0.36% | 0.27% | 27 | +6,866 | 1.84% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 371,558 | 11,522 | 0.03% | 0.02% | 28 | +10,051 | 2.78% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 364,655 | 11,307 | 0.01% | 0.01% | 29 | +150,197 | 70.04% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 337,543 | 10,467 | 0.13% | 0.12% | 30 | +4,099 | 1.23% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | New | 332,261 | 10,303 | 0.12% | — | 31 | +332,261 | New | Q1 2026 | Apr 20, 2026 |
| Resonant Capital Advisors, LLC | History | New | 324,751 | 10,070 | 0.53% | — | 32 | +324,751 | New | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 324,507 | 10,062 | 0.11% | 0.08% | 33 | +42,652 | 15.13% | Q1 2026 | Apr 28, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 316,671 | 9,819 | 2.68% | 1.59% | 34 | +89,176 | 39.2% | Q1 2026 | May 01, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 311,446 | 9,657 | 6.84% | 3.56% | 35 | +121,341 | 63.83% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 304,770 | 9,450 | 0.0% | 0.0% | 36 | +68,625 | 29.06% | Q1 2026 | May 04, 2026 |
| Csenge Advisory Group | History | Reduced | 297,744 | 9,233 | 0.42% | 0.39% | 37 | -50,092 | -14.4% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 296,771 | 9,202 | 0.01% | 0.01% | 38 | +55,239 | 22.87% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 293,574 | 9,103 | 0.67% | 0.47% | 39 | +38,878 | 15.26% | Q1 2026 | May 05, 2026 |
| Great Diamond Partners, LLC | History | New | 282,220 | 8,751 | 1.68% | — | 40 | +282,220 | New | Q1 2026 | May 12, 2026 |
| Guided Capital Wealth Management, LLC | History | New | 249,881 | 7,748 | 5.11% | — | 41 | +249,881 | New | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 240,709 | 7,464 | 0.08% | — | 42 | +240,709 | New | Q1 2026 | Apr 20, 2026 |
| MBL Wealth, LLC | History | Added to | 238,344 | 7,391 | 0.56% | 0.42% | 43 | +25,833 | 12.16% | Q1 2026 | Apr 28, 2026 |
| tru Independence LLC | History | Reduced | 231,524 | 7,179 | 3.55% | 1.65% | 44 | -31,433 | -11.95% | Q1 2026 | Apr 22, 2026 |
| Weil Company, Inc. | History | Added to | 231,129 | 7,167 | 1.61% | 0.84% | 45 | +84,490 | 57.62% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 223,094 | 6,918 | 0.02% | 0.01% | 46 | +63,392 | 39.69% | Q1 2026 | May 04, 2026 |
| Vident Advisory, LLC | History | Reduced | 220,261 | 6,830 | 0.06% | 0.09% | 47 | -171,839 | -43.83% | Q1 2026 | May 14, 2026 |
| NVWM, LLC | History | Added to | 212,262 | 6,582 | 1.47% | 0.76% | 48 | +71,519 | 50.82% | Q1 2026 | Apr 27, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 209,580 | 6,499 | 0.75% | 0.31% | 49 | +102,738 | 96.16% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 200,384 | 6,213 | 0.11% | 0.09% | 50 | +15,577 | 8.43% | Q1 2026 | May 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 197,995 | 6,139 | 4.3% | 3.61% | 51 | -190 | -0.1% | Q1 2026 | Apr 13, 2026 |
| Archford Capital Strategies, LLC | History | New | 195,608 | 6,065 | 0.69% | — | 52 | +195,608 | New | Q1 2026 | Apr 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 189,644 | 5,880 | 1.11% | 0.76% | 53 | +112,432 | 145.61% | Q1 2026 | Apr 29, 2026 |
| VestGen Advisors, LLC | History | Added to | 174,702 | 5,847 | 0.16% | 0.02% | 54 | +151,375 | 648.93% | Q1 2026 | May 14, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 188,120 | 5,833 | 2.41% | 1.86% | 55 | +2,098 | 1.13% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 174,803 | 5,420 | 0.03% | 0.02% | 56 | +22,922 | 15.09% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 174,483 | 5,410 | 0.01% | 0.01% | 57 | +23,581 | 15.63% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 172,460 | 5,338 | 0.03% | 0.0% | 58 | +147,927 | 602.97% | Q1 2026 | May 15, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | New | 166,051 | 5,149 | 0.89% | — | 59 | +166,051 | New | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 162,425 | 5,036 | 0.4% | 0.31% | 60 | +3,314 | 2.08% | Q1 2026 | May 15, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 152,454 | 4,727 | 1.07% | 0.81% | 61 | +2,440 | 1.63% | Q1 2026 | May 15, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 147,924 | 4,587 | 1.89% | 1.1% | 62 | +34,643 | 30.58% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 145,817 | 4,559 | 0.01% | 0.01% | 63 | -24,455 | -14.36% | Q1 2026 | Apr 08, 2026 |
| Randall & Associates Wealth Management | History | Added to | 142,162 | 4,408 | 2.97% | 2.38% | 64 | +3,958 | 2.86% | Q1 2026 | Apr 20, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | New | 140,591 | 4,359 | 0.57% | — | 65 | +140,591 | New | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 136,440 | 4,231 | 0.0% | — | 66 | +136,440 | New | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 134,762 | 4,178 | 0.13% | 0.05% | 67 | +21,011 | 18.47% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 134,174 | 4,160 | 0.02% | 0.0% | 68 | +118,753 | 770.07% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 130,724 | 4,053 | 0.05% | 0.01% | 69 | +105,631 | 420.96% | Q1 2026 | May 05, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 130,055 | 4,032 | 0.89% | 0.68% | 70 | +11,577 | 9.77% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 129,890 | 4,027 | 0.01% | 0.0% | 71 | -2,995 | -2.25% | Q1 2026 | Apr 27, 2026 |
| Echo45 Advisors LLC | History | Reduced | 126,037 | 3,908 | 2.2% | 1.8% | 72 | -1,365 | -1.07% | Q1 2026 | Apr 20, 2026 |
| Platform Technology Partners | History | Added to | 121,019 | 3,752 | 0.72% | 0.56% | 73 | +14,827 | 13.96% | Q1 2026 | Apr 27, 2026 |
| Elevation Capital Advisory, LLC | History | New | 118,960 | 3,688 | 1.57% | — | 74 | +118,960 | New | Q1 2026 | May 08, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 118,397 | 3,671 | 0.89% | 1.0% | 75 | -40,631 | -25.55% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 107,000 | 3,318 | 0.01% | 0.0% | 76 | +94,900 | 784.3% | Q1 2026 | May 11, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 101,620 | 3,172 | 2.3% | 2.71% | 77 | -35,001 | -25.62% | Q1 2026 | May 12, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 96,473 | 2,991 | 0.41% | 0.43% | 78 | -33,391 | -25.71% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 92,512 | 2,868 | 0.06% | 0.03% | 79 | +29,939 | 47.85% | Q1 2026 | Apr 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 92,461 | 2,867 | 0.22% | 0.17% | 80 | +4,738 | 5.4% | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | Added to | 91,893 | 2,849 | 0.15% | 0.16% | 81 | +20,182 | 28.14% | Q1 2026 | Apr 21, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 90,973 | 2,821 | 1.34% | 0.8% | 82 | +1,222 | 1.36% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 89,765 | 2,783 | 0.07% | 0.03% | 83 | +40,020 | 80.45% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 89,518 | 2,775 | 0.02% | 0.02% | 84 | +1,311 | 1.49% | Q1 2026 | Apr 15, 2026 |
| PCG Wealth Advisors, LLC | History | New | 85,987 | 2,666 | 0.67% | — | 85 | +85,987 | New | Q1 2026 | Apr 28, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 84,873 | 2,631 | 0.84% | 1.41% | 86 | -74,077 | -46.6% | Q1 2026 | May 04, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 79,845 | 2,475 | 0.54% | 0.73% | 87 | -56,621 | -41.49% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 77,931 | 2,416 | 0.19% | 0.14% | 88 | +5,009 | 6.87% | Q1 2026 | Apr 23, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 75,684 | 2,346 | 0.17% | 0.05% | 89 | +49,593 | 190.08% | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 71,382 | 2,213 | 0.12% | 0.09% | 90 | +5,042 | 7.6% | Q1 2026 | Apr 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 71,364 | 2,212 | 0.16% | — | 91 | +71,364 | New | Q1 2026 | Apr 20, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 70,094 | 2,173 | 1.38% | 1.65% | 92 | -28,063 | -28.59% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 65,630 | 2,035 | 0.0% | 0.0% | 93 | +44,925 | 216.98% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 65,391 | 2,027 | 0.12% | 0.09% | 94 | +12,088 | 22.68% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Added to | 64,069 | 1,986 | 0.03% | 0.02% | 95 | +8,242 | 14.76% | Q1 2026 | Apr 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 60,786 | 1,884 | 0.01% | 0.01% | 96 | -2,966 | -4.65% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 59,304 | 1,839 | 0.07% | — | 97 | +59,304 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | New | 57,644 | 1,787 | 0.01% | — | 98 | +57,644 | New | Q1 2026 | May 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 56,690 | 1,757 | 0.55% | 0.44% | 99 | +87 | 0.15% | Q1 2026 | Apr 16, 2026 |
| SHP Wealth Management | History | Added to | 56,501 | 1,752 | 0.13% | 0.06% | 100 | +25,625 | 82.99% | Q1 2026 | May 08, 2026 |
| Opus Financial Solutions LLC | History | Added to | 56,006 | 1,736 | 1.64% | 0.63% | 101 | +28,919 | 106.76% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Reduced | 54,448 | 1,688 | 0.0% | 0.0% | 102 | -28,971 | -34.73% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | New | 53,156 | 1,648 | 0.27% | — | 103 | +53,156 | New | Q1 2026 | Apr 29, 2026 |
| Synergy Asset Management, LLC | History | New | 49,814 | 1,544 | 0.16% | — | 104 | +49,814 | New | Q1 2026 | May 13, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 47,991 | 1,488 | 0.16% | — | 105 | +47,991 | New | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 59,927 | 1,487 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 43,603 | 1,352 | 0.0% | — | 107 | +43,603 | New | Q1 2026 | May 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 41,732 | 1,294 | 0.85% | — | 108 | +41,732 | New | Q1 2026 | May 07, 2026 |
| IHT Wealth Management, LLC | History | Added to | 41,676 | 1,292 | 0.03% | 0.03% | 109 | +356 | 0.86% | Q1 2026 | May 15, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 40,241 | 1,247 | 0.26% | 0.19% | 110 | +2,942 | 7.89% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 40,110 | 1,243 | 0.0% | 0.0% | 111 | +17,452 | 77.02% | Q1 2026 | May 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 39,391 | 1,221 | 0.06% | 0.05% | 112 | +2,590 | 7.04% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 36,639 | 1,136 | 0.0% | — | 113 | +36,639 | New | Q1 2026 | May 01, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 1,750 | 1,089 | 0.48% | 0.49% | 114 | -39,176 | -95.72% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | New | 35,018 | 1,085 | 0.01% | — | 115 | +35,018 | New | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Reduced | 34,592 | 1,072 | 0.02% | 0.01% | 116 | -5,408 | -13.52% | Q1 2026 | Apr 13, 2026 |
| VICUS CAPITAL | History | Added to | 34,184 | 1,060 | 0.08% | 0.06% | 117 | +1,788 | 5.52% | Q1 2026 | Apr 22, 2026 |
| SK Wealth Management, LLC | History | Added to | 32,186 | 1,009 | 0.28% | 0.24% | 118 | +1,934 | 6.39% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 32,442 | 1,006 | 0.02% | 0.01% | 120 | +1,609 | 5.22% | Q1 2026 | May 18, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 32,454 | 1,006 | 0.13% | 0.09% | 119 | +1,496 | 4.83% | Q1 2026 | Apr 13, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 31,919 | 989 | 1.06% | 1.12% | 121 | -10,949 | -25.54% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Reduced | 30,349 | 941 | 0.0% | 0.0% | 122 | -3,116 | -9.31% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 30,143 | 934 | 0.03% | 0.02% | 123 | +2,486 | 8.99% | Q1 2026 | May 06, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 29,538 | 915 | 0.22% | 0.11% | 124 | +10,517 | 55.29% | Q1 2026 | Apr 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 29,386 | 911 | 0.03% | — | 125 | +29,386 | New | Q1 2026 | May 15, 2026 |
| Hershey Financial Advisers, LLC | History | New | 27,719 | 859 | 0.74% | — | 126 | +27,719 | New | Q1 2026 | May 06, 2026 |
| STAR Financial Bank | History | Added to | 27,313 | 846 | 0.4% | 0.23% | 127 | +8,803 | 47.56% | Q1 2026 | May 08, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 26,480 | 821 | 0.57% | 0.48% | 128 | -2,016 | -7.07% | Q1 2026 | Apr 21, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 26,424 | 819 | 0.09% | 0.06% | 129 | +4,815 | 22.28% | Q1 2026 | Apr 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 26,066 | 808 | 0.09% | 0.07% | 130 | -450 | -1.7% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 31,463 | 780 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Darden Wealth Group Inc | History | New | 23,675 | 734 | 0.37% | — | 132 | +23,675 | New | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 23,069 | 715 | 0.01% | — | 133 | +23,069 | New | Q1 2026 | May 15, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 22,781 | 706 | 0.23% | 0.2% | 134 | -1,986 | -8.02% | Q1 2026 | Apr 21, 2026 |
| Worth Asset Management, LLC | History | Added to | 22,570 | 699 | 0.26% | 0.15% | 135 | +8,595 | 61.5% | Q1 2026 | Apr 17, 2026 |
| JT Stratford LLC | History | New | 22,461 | 696 | 0.09% | — | 136 | +22,461 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 21,321 | 661 | 0.0% | 0.0% | 137 | +6,236 | 41.34% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 20,961 | 650 | 0.0% | — | 138 | +20,961 | New | Q1 2026 | May 15, 2026 |
| Matrix Trust Co | History | Reduced | 20,437 | 633 | 0.11% | 0.18% | 139 | -23,009 | -52.96% | Q1 2026 | Apr 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 19,333 | 599 | 0.01% | 0.01% | 140 | +917 | 4.98% | Q1 2026 | May 15, 2026 |
| Presidio Capital Management, LLC | History | Added to | 19,313 | 598 | 0.17% | 0.14% | 141 | +102 | 0.53% | Q1 2026 | Apr 08, 2026 |
| CGN Advisors LLC | History | Added to | 18,777 | 582 | 0.05% | 0.04% | 142 | +856 | 4.78% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 18,497 | 574 | 0.01% | 0.0% | 143 | +18,331 | 11042.77% | Q1 2026 | Apr 07, 2026 |
| Almanack Investment Partners, LLC. | History | New | 17,004 | 527 | 0.09% | — | 144 | +17,004 | New | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO | History | New | 16,640 | 521 | 0.01% | — | 145 | +16,640 | New | Q1 2026 | Apr 28, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | New | 16,739 | 519 | 0.35% | — | 146 | +16,739 | New | Q1 2026 | Apr 27, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | New | 16,567 | 513 | 0.03% | — | 147 | +16,567 | New | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | New | 16,160 | 506 | 0.03% | — | 148 | +16,160 | New | Q1 2026 | Apr 07, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 16,315 | 505 | 0.52% | 0.53% | 149 | -4,382 | -21.17% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 16,232 | 503 | 0.02% | 0.01% | 150 | +197 | 1.23% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 16,199 | 502 | 0.01% | 0.01% | 151 | -2 | -0.01% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 16,136 | 500 | 0.02% | 0.08% | 152 | -54,875 | -77.28% | Q1 2026 | May 13, 2026 |
| KWB Wealth | History | Reduced | 19,159 | 475 | 0.05% | 0.05% | 153 | -409 | -2.09% | Q1 2026 | Apr 08, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 15,194 | 471 | 0.02% | 0.03% | 154 | -9,305 | -37.98% | Q1 2026 | May 05, 2026 |
| NORDEN GROUP LLC | History | Reduced | 15,141 | 469 | 0.05% | 0.06% | 155 | -9,391 | -38.28% | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | New | 15,069 | 468 | 0.1% | — | 156 | +15,069 | New | Q1 2026 | May 11, 2026 |
| Vavra Capital Management, LLC | History | New | 14,931 | 463 | 0.45% | — | 157 | +14,931 | New | Q1 2026 | Apr 27, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 14,572 | 451 | 0.07% | 0.06% | 158 | -1,851 | -11.27% | Q1 2026 | Apr 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 13,751 | 445 | 0.01% | — | 159 | +13,751 | New | Q1 2026 | May 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,999 | 434 | 0.0% | — | 160 | +13,999 | New | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | New | 13,611 | 422 | 0.02% | — | 161 | +13,611 | New | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Added to | 13,240 | 410 | 0.02% | 0.01% | 163 | +3,219 | 32.12% | Q1 2026 | Apr 27, 2026 |
| NewEdge Wealth, LLC | History | No change | 13,232 | 410 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 13,113 | 406 | 0.05% | — | 164 | +13,113 | New | Q1 2026 | May 05, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 12,809 | 397 | 0.15% | 0.13% | 165 | -1,784 | -12.23% | Q1 2026 | May 05, 2026 |
| Entelevest, LLC | History | New | 12,292 | 381 | 0.38% | — | 166 | +12,292 | New | Q1 2026 | May 04, 2026 |
| 4J Wealth Management LLC | History | Added to | 11,789 | 365 | 0.21% | 0.14% | 167 | +1,625 | 15.99% | Q1 2026 | May 05, 2026 |
| Gibbs Wealth Management | History | Reduced | 11,694 | 362 | 0.05% | 0.08% | 168 | -1,631 | -12.24% | Q1 2026 | May 13, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 11,246 | 348 | 0.11% | 0.08% | 169 | +391 | 3.6% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,999 | 347 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,633 | 329 | 0.0% | 0.0% | 171 | +1,632 | 18.13% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 10,435 | 323 | 0.02% | 0.01% | 172 | +2,370 | 29.39% | Q1 2026 | Apr 15, 2026 |
| Trajan Wealth LLC | History | Reduced | 9,954 | 308 | 0.01% | 0.01% | 173 | -380 | -3.68% | Q1 2026 | May 13, 2026 |
| Englebert Financial Advisers, LLC | History | Reduced | 8,605 | 266 | 0.3% | 0.79% | 174 | -19,391 | -69.26% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | New | 8,443 | 261 | 0.01% | — | 176 | +8,443 | New | Q1 2026 | May 14, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 8,441 | 261 | 0.05% | 0.06% | 175 | -5,075 | -37.55% | Q1 2026 | May 14, 2026 |
| Family Office Research LLC | History | New | 8,195 | 254 | 0.11% | — | 177 | +8,195 | New | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | New | 8,063 | 250 | 0.03% | — | 178 | +8,063 | New | Q1 2026 | Apr 20, 2026 |
| EASTERN BANK | History | Added to | 7,458 | 231 | 0.0% | 0.0% | 179 | +1,680 | 29.08% | Q1 2026 | Apr 07, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 6,899 | 213 | 0.06% | 0.07% | 180 | -2,596 | -27.34% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | New | 5,466 | 169 | 0.01% | — | 181 | +5,466 | New | Q1 2026 | May 19, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,946 | 147 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Synergy Investment Management, LLC | History | New | 4,738 | 146 | 0.05% | — | 183 | +4,738 | New | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,090 | 127 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,181 | 98 | 0.0% | 0.0% | 185 | -104 | -3.17% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,077 | 95 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 2,971 | 92 | 0.0% | 0.0% | 187 | +2,550 | 605.7% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,975 | 92 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 2,319 | 71 | 0.0% | 0.0% | 189 | +1,874 | 421.12% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,686 | 52 | 0.0% | 0.0% | 190 | +1,028 | 156.23% | Q1 2026 | May 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 1,589 | 49 | 0.05% | — | 192 | +1,589 | New | Q1 2026 | May 05, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,990 | 49 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | New | 1,300 | 40 | 0.01% | — | 193 | +1,300 | New | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | New | 1,212 | 37 | 0.0% | — | 194 | +1,212 | New | Q1 2026 | Apr 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 777 | 24 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 650 | 20 | 0.02% | — | 196 | +650 | New | Q1 2026 | May 06, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 455 | 14 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 330 | 10 | 0.0% | — | 198 | +330 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 330 | 10 | 0.0% | — | 199 | +330 | New | Q1 2026 | May 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 218 | 6 | 0.0% | — | 200 | +218 | New | Q1 2026 | Apr 01, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 165 | 5 | 0.0% | — | 202 | +165 | New | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 165 | 5 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | New | 36 | 1 | 0.0% | — | 203 | +36 | New | Q1 2026 | Apr 22, 2026 |
| Econ Financial Services Corp | History | Closed out | 0 | 0 | — | 1.69% | — | -136,017 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -67,510 | -100.0% | Q1 2026 | May 20, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -57,321 | -100.0% | Q1 2026 | May 13, 2026 |
| Clarity Retirement & Wealth, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -21,478 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,358 | -100.0% | Q1 2026 | May 01, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,892 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,121 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -828 | -100.0% | Q1 2026 | May 15, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -677 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -588 | -100.0% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -289 | -100.0% | Q1 2026 | May 05, 2026 |
| Palouse Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 15, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q1 2026 | May 01, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 07, 2026 |