HSBC HOLDINGS PLC - HSBC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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.
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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
Fisher Asset Management, LLC History Added to 18,202,800 1,501,549 0.51% 0.48% 1 +402,052 2.26% Q1 2026 May 05, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 9,972,221 822,608 0.17% 0.17% 2 -390,126 -3.76% Q1 2026 May 07, 2026
MORGAN STANLEY History Added to 7,658,493 631,749 0.04% 0.04% 3 +174,610 2.33% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 4,630,433 381,964 0.04% 0.06% 4 -1,286,320 -21.74% Q1 2026 May 15, 2026
FMR LLC History Added to 3,776,696 311,539 0.02% 0.01% 5 +634,668 20.2% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 3,047,482 251,386 0.03% 0.03% 6 +39,158 1.3% Q1 2026 May 14, 2026
Sanders Capital, LLC History Reduced 2,807,030 231,551 0.28% 0.26% 7 -80,440 -2.79% Q1 2026 May 14, 2026
BlackRock, Inc. History Reduced 2,563,845 211,491 0.0% 0.0% 8 -83,824 -3.17% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,385,883 196,811 0.01% 0.01% 9 +124,201 5.49% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,777,675 146,640 0.02% 0.02% 10 -220,263 -11.02% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,667,686 137,567 0.07% 0.06% 11 +227,442 15.79% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Added to 1,539,807 127,018 0.11% 0.09% 12 +96,091 6.66% Q1 2026 May 13, 2026
ROYAL BANK OF CANADA History Added to 1,304,192 107,582 0.02% 0.01% 13 +192,133 17.28% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 981,166 80,936 0.01% 0.01% 14 -209,193 -17.57% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 936,567 77,257 0.18% 0.15% 15 +220,842 30.86% Q1 2026 May 11, 2026
JANE STREET GROUP, LLC History Added to 707,986 58,401 0.01% 0.0% 16 +315,178 80.24% Q1 2026 May 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 633,809 52,282 0.26% 0.26% 17 +43,146 7.3% Q1 2026 May 13, 2026
UBS Group AG History Reduced 608,194 50,169 0.01% 0.01% 18 -24,138 -3.82% Q1 2026 May 05, 2026
COOKSON PEIRCE & CO INC History Reduced 593,877 48,988 2.07% 2.0% 19 -20,079 -3.27% Q1 2026 Apr 30, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 579,607 47,811 0.01% 0.01% 20 +94,139 19.39% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 551,177 45,409 0.01% 0.01% 21 -4,536 -0.82% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 525,775 43,371 0.07% 0.07% 22 +90,711 20.85% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 524,122 43,234 0.07% 0.01% 23 +417,500 391.57% Q1 2026 May 14, 2026
FIRST TRUST ADVISORS LP History Added to 500,505 41,286 0.03% 0.03% 24 +6,891 1.4% Q1 2026 May 13, 2026
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. History Reduced 481,063 39,682 11.13% 26.23% 25 -784,593 -61.99% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 469,123 38,697 0.01% 0.01% 26 +120,131 34.42% Q1 2026 May 04, 2026
WELLS FARGO & COMPANY/MN History Reduced 464,649 38,328 0.01% 0.01% 27 -5,862 -1.25% Q1 2026 May 11, 2026
JPMORGAN CHASE & CO History Added to 481,751 38,227 0.0% 0.0% 28 +127,702 36.07% Q1 2026 May 13, 2026
Crossmark Global Holdings, Inc. History Reduced 444,475 36,664 0.54% 0.53% 29 -22,326 -4.78% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 434,470 35,839 0.01% 0.02% 30 -169,624 -28.08% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 415,108 34,242 0.01% 0.0% 31 +392,404 1728.35% Q1 2026 May 11, 2026
NATIXIS ADVISORS, LLC History Reduced 406,801 33,557 0.05% 0.05% 32 -327 -0.08% Q1 2026 May 13, 2026
LPL Financial LLC History Reduced 377,367 31,128 0.01% 0.01% 33 -6,670 -1.74% Q1 2026 May 06, 2026
MARSHALL WACE, LLP History Added to 338,412 27,915 0.03% 0.01% 34 +169,347 100.17% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 336,940 27,794 0.01% 0.0% 35 +190,565 130.19% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 328,625 27,108 0.01% 0.01% 36 +33,569 11.38% Q1 2026 May 15, 2026
Creative Planning History Reduced 316,683 26,123 0.02% 0.02% 37 -1,495 -0.47% Q1 2026 May 12, 2026
Bank of New York Mellon Corp History Reduced 314,818 25,969 0.0% 0.0% 38 -5,087 -1.59% Q1 2026 May 05, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 305,338 25,187 0.01% 0.01% 39 +170,137 125.84% Q1 2026 May 12, 2026
1832 Asset Management L.P. History Reduced 291,683 24,060 0.02% 0.02% 40 -6,667 -2.23% Q1 2026 May 14, 2026
ABC ARBITRAGE SA History Reduced 283,097 23,352 3.1% 2.65% 41 -77,235 -21.43% Q1 2026 May 04, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 282,757 23,324 0.11% 0.11% 42 -224,206 -44.23% Q1 2026 May 14, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 295,700 23,262 1.54% 1.54% 43 0 0.0% Q4 2025 Jan 27, 2026
HighTower Advisors, LLC History Reduced 255,494 21,075 0.02% 0.02% 44 -10,955 -4.11% Q1 2026 May 05, 2026
Janney Montgomery Scott LLC History Added to 242,762 20,025 0.05% 0.0% 45 +217,037 843.68% Q1 2026 Apr 22, 2026
Walleye Trading LLC History Reduced 234,023 19,304 0.03% 0.04% 46 -83,877 -26.38% Q1 2026 May 08, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 233,194 19,236 0.2% 0.2% 47 +8,972 4.0% Q1 2026 Apr 27, 2026
Mariner, LLC History Added to 218,893 18,042 0.02% 0.02% 48 +13,706 6.68% Q1 2026 May 13, 2026
Foresight Global Investors, Inc. History Reduced 211,095 17,413 11.31% 10.86% 49 -82,260 -28.04% Q1 2026 May 12, 2026
FRANKLIN RESOURCES INC History Reduced 210,569 17,369 0.0% 0.01% 50 -50,333 -19.29% Q1 2026 May 13, 2026
Janney Capital Management LLC History No change 219,596 17,276 1.09% 1.09% 51 0 0.0% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 206,234 17,012 0.03% 0.02% 52 +2,478 1.22% Q1 2026 May 15, 2026
Beck Bode, LLC History New 204,934 16,904 2.86% — 53 +204,934 New Q1 2026 May 07, 2026
Qube Research & Technologies Ltd History Reduced 201,660 16,634 0.02% 0.03% 54 -159,643 -44.19% Q1 2026 May 15, 2026
Promethos Capital, LLC History Reduced 199,092 16,423 4.41% 4.28% 55 -340 -0.17% Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 187,427 15,460 0.03% 0.0% 56 +163,857 695.19% Q1 2026 May 14, 2026
Pathstone Holdings, LLC History Added to 176,236 14,630 0.06% 0.05% 57 +9,308 5.58% Q1 2026 May 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 174,773 14,417 0.25% 0.23% 58 +14,013 8.72% Q1 2026 Apr 20, 2026
CWM, LLC History Reduced 173,240 14,290 0.04% 0.04% 59 -9,635 -5.27% Q1 2026 May 14, 2026
US BANCORP \DE\ History Added to 172,327 14,215 0.02% 0.02% 60 +6,378 3.84% Q1 2026 May 14, 2026
American Assets Investment Management, LLC History No change 166,918 13,769 0.93% 0.91% 61 0 0.0% Q1 2026 May 11, 2026
Ethic Inc. History Added to 158,702 13,091 0.21% 0.19% 62 +4,104 2.65% Q1 2026 Apr 27, 2026
TWO SIGMA INVESTMENTS, LP History New 148,299 12,233 0.01% — 63 +148,299 New Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Added to 147,300 12,150 0.02% 0.01% 64 +66,600 82.53% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 142,229 11,730 0.01% 0.01% 65 +4,453 3.23% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 137,585 11,473 0.0% 0.0% 66 +12,770 10.23% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 137,925 11,377 0.01% 0.01% 67 -7,337 -5.05% Q1 2026 Apr 16, 2026
OLD MISSION CAPITAL LLC History Added to 137,845 11,370 0.18% 0.09% 68 +90,520 191.27% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 143,600 11,297 0.02% 0.02% 69 0 0.0% Q4 2025 Feb 17, 2026
Tredje AP-fonden History Added to 133,889 11,044 0.06% 0.05% 70 +47,020 54.13% Q1 2026 May 12, 2026
Cerity Partners LLC History Added to 129,896 10,715 0.02% 0.01% 71 +9,644 8.02% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 129,488 10,681 0.1% 0.1% 72 -1,363 -1.04% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 116,200 9,585 0.02% 0.03% 73 -92,000 -44.19% Q1 2026 May 15, 2026
Vident Advisory, LLC History Added to 116,003 9,569 0.08% 0.05% 74 +42,551 57.93% Q1 2026 May 14, 2026
M&T BANK CORP History Reduced 115,369 9,516 0.03% 0.03% 75 -4,927 -4.1% Q1 2026 May 12, 2026
Manatuck Hill Partners, LLC History No change 107,448 8,863 2.39% 2.96% 76 0 0.0% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Reduced 104,460 8,616 0.02% 0.02% 77 -18,909 -15.33% Q1 2026 May 04, 2026
Orion Porfolio Solutions, LLC History Added to 102,919 8,489 0.07% 0.06% 78 +3,991 4.03% Q1 2026 May 13, 2026
Brooklyn Investment Group History Added to 102,274 8,436 0.26% 0.28% 79 +26,088 34.24% Q1 2026 Apr 29, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 99,451 8,425 0.18% 0.16% 80 +1,941 1.99% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 95,295 7,861 0.01% 0.01% 81 -26,717 -21.9% Q1 2026 May 12, 2026
BARCLAYS PLC History Reduced 94,683 7,810 0.0% 0.01% 82 -203,678 -68.27% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 93,856 7,742 0.01% 0.01% 83 +16,931 22.01% Q1 2026 May 08, 2026
Parallax Volatility Advisers, L.P. History Reduced 81,642 7,400 0.02% 0.06% 84 -320,628 -79.7% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Added to 89,375 7,372 0.01% 0.01% 85 +1,903 2.18% Q1 2026 Apr 27, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 87,301 7,200 0.01% 0.01% 86 -28,327 -24.5% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Reduced 86,944 7,172 0.02% 0.04% 87 -89,420 -50.7% Q1 2026 May 14, 2026
Neuberger Berman Group LLC History Added to 83,222 6,864 0.01% 0.0% 88 +20,376 32.42% Q1 2026 May 14, 2026
Callan Family Office, LLC History Added to 79,568 6,563 0.15% 0.13% 89 +1,110 1.41% Q1 2026 May 13, 2026
FACTORY MUTUAL INSURANCE CO History No change 77,552 6,397 0.07% 0.06% 90 0 0.0% Q1 2026 May 05, 2026
Naviter Wealth, LLC History Added to 75,156 6,368 0.8% 0.74% 91 +2,954 4.09% Q1 2026 Apr 10, 2026
Compound Planning, Inc. History Added to 75,875 6,258 0.19% 0.17% 92 +1,241 1.66% Q1 2026 May 14, 2026
Americana Partners, LLC History Added to 74,548 6,149 0.16% 0.12% 93 +20,066 36.83% Q1 2026 May 12, 2026
Cetera Investment Advisers History Added to 74,492 6,144 0.01% 0.01% 94 +4,991 7.18% Q1 2026 May 13, 2026
HENNESSY ADVISORS INC History Reduced 72,200 5,955 0.22% 0.28% 95 -28,600 -28.37% Q1 2026 Apr 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 70,960 5,853 0.0% 0.0% 96 -3,418 -4.6% Q1 2026 May 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 69,462 5,729 0.0% 0.0% 97 +7,873 12.78% Q1 2026 May 08, 2026
Squarepoint Ops LLC History Added to 68,700 5,667 0.01% 0.0% 98 +35,100 104.46% Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Added to 67,698 5,584 0.07% 0.06% 99 +3,834 6.0% Q1 2026 May 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 64,196 5,295 0.01% 0.01% 100 -21,575 -25.15% Q1 2026 May 06, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Reduced 63,021 5,198 0.27% 0.37% 101 -4,301 -6.39% Q1 2026 Apr 15, 2026
Gradient Investments LLC History Added to 60,673 5,004 0.08% 0.03% 102 +33,115 120.16% Q1 2026 Apr 13, 2026
Walleye Capital LLC History Reduced 59,574 4,914 0.02% 0.03% 103 -84,875 -58.76% Q1 2026 May 13, 2026
Sequoia Financial Advisors, LLC History Reduced 59,204 4,883 0.03% 0.03% 104 -2,519 -4.08% Q1 2026 Apr 30, 2026
Old Port Advisors History Reduced 59,040 4,870 1.12% 1.15% 105 -513 -0.86% Q1 2026 Apr 06, 2026
SIGNATUREFD, LLC History Reduced 58,089 4,791 0.07% 0.07% 106 -784 -1.33% Q1 2026 Apr 07, 2026
IEQ CAPITAL, LLC History Added to 56,648 4,672 0.02% 0.01% 107 +6,972 14.03% Q1 2026 May 14, 2026
Vise Technologies, Inc. History No change 58,865 4,630 0.09% 0.09% 108 0 0.0% Q1 2026 Apr 21, 2026
Limestone Investment Advisors LP History No change 56,037 4,622 0.37% 0.42% 109 0 0.0% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 55,786 4,601 0.01% 0.01% 110 +14,330 34.57% Q1 2026 May 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 55,390 4,569 0.01% 0.02% 111 -43,259 -43.85% Q1 2026 May 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 54,678 4,510 0.07% 0.05% 112 +7,595 16.13% Q1 2026 May 01, 2026
RHUMBLINE ADVISERS History Added to 54,293 4,478 0.0% 0.0% 113 +3,251 6.37% Q1 2026 May 12, 2026
CIBC WORLD MARKET INC. History Added to 53,905 4,446 0.01% 0.01% 114 +3,318 6.56% Q1 2026 May 14, 2026
ASSETMARK, INC History Added to 53,273 4,394 0.01% 0.01% 115 +5,817 12.26% Q1 2026 May 06, 2026
Jackson Wealth Management, LLC History Added to 52,892 4,363 0.45% 0.41% 116 +2 0.0% Q1 2026 May 11, 2026
Corient Private Wealth LLC History Reduced 52,749 4,289 0.01% 0.01% 117 -362 -0.68% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 50,430 4,159 0.0% 0.0% 118 +41,140 442.84% Q1 2026 May 13, 2026
Catalyst Capital Advisors LLC History Reduced 49,900 4,116 0.08% 0.09% 119 -3,225 -6.07% Q1 2026 May 06, 2026
WCG Wealth Advisors LLC History Reduced 43,734 3,607 0.1% 0.12% 120 -9,967 -18.56% Q1 2026 May 12, 2026
DAVENPORT & Co LLC History Added to 43,702 3,605 0.02% 0.02% 121 +3,295 8.15% Q1 2026 Apr 15, 2026
Aaron Wealth Advisors LLC History Added to 43,102 3,555 0.2% 0.14% 122 +10,538 32.36% Q1 2026 Apr 21, 2026
PARK AVENUE SECURITIES LLC History New 42,954 3,543 0.03% — 123 +42,954 New Q1 2026 Apr 07, 2026
Twin Tree Management, LP History Reduced 42,800 3,530 0.07% 0.09% 124 -90,900 -67.99% Q1 2026 May 14, 2026
Myriad Asset Management Advisors LLC History New 41,198 3,491 1.03% — 125 +41,198 New Q1 2026 Apr 30, 2026
TrueMark Investments, LLC History Added to 41,955 3,460 0.67% 0.55% 126 +5,170 14.05% Q1 2026 Apr 20, 2026
OPAL CAPITAL LLC History Added to 41,955 3,460 0.61% 0.72% 127 +5,151 14.0% Q1 2026 May 15, 2026
Horizon Investments, LLC History Added to 39,512 3,259 0.04% 0.02% 128 +20,564 108.53% Q1 2026 May 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 39,060 3,222 0.01% 0.0% 129 +22,398 134.43% Q1 2026 Apr 24, 2026
Stamos Capital Partners, L.P. History Added to 38,573 3,181 0.5% 0.47% 130 +1,158 3.1% Q1 2026 May 13, 2026
AMJ Financial Wealth Management History Added to 38,467 3,173 0.75% 0.6% 131 +6,219 19.28% Q1 2026 May 08, 2026
Allspring Global Investments Holdings, LLC History Added to 37,589 3,169 0.01% 0.0% 132 +8,064 27.31% Q1 2026 May 05, 2026
BESSEMER GROUP INC History Added to 38,056 3,139 0.0% 0.0% 133 +36,173 1921.03% Q1 2026 May 06, 2026
OSAIC HOLDINGS, INC. History Reduced 37,223 3,071 0.0% 0.01% 134 -12,674 -25.4% Q1 2026 May 15, 2026
Qtron Investments LLC History Added to 36,970 3,049 0.41% 0.38% 135 +19 0.05% Q1 2026 May 15, 2026
&PARTNERS History Added to 35,190 3,030 0.01% 0.01% 136 +3,973 12.73% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History New 36,703 3,027 0.06% — 137 +36,703 New Q1 2026 Apr 27, 2026
Aquatic Capital Management LLC History New 36,677 3,025 0.09% — 138 +36,677 New Q1 2026 May 15, 2026
LSV ASSET MANAGEMENT History No change 35,828 2,955 0.01% 0.01% 139 0 0.0% Q1 2026 May 11, 2026
Focus Partners Wealth History Added to 33,961 2,874 0.0% 0.0% 140 +7,649 29.07% Q1 2026 May 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 34,785 2,869 0.17% 0.15% 141 +2,857 8.95% Q1 2026 May 12, 2026
Advisors Asset Management, Inc. History Added to 34,119 2,814 0.05% 0.04% 142 +2,887 9.24% Q1 2026 May 15, 2026
SCOTIA CAPITAL INC. History Reduced 33,903 2,796 0.01% 0.01% 143 -10 -0.03% Q1 2026 May 13, 2026
Summit Trail Advisors, LLC History Added to 33,754 2,784 0.04% 0.01% 144 +28,578 552.13% Q1 2026 May 12, 2026
CIBC Asset Management Inc History Reduced 33,642 2,732 0.01% 0.01% 145 -3,887 -10.36% Q1 2026 May 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 31,295 2,641 0.01% 0.0% 146 -6,482 -17.16% Q1 2026 Apr 08, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 31,948 2,635 0.08% 0.07% 147 +3,042 10.52% Q1 2026 Apr 27, 2026
RAELIPSKIE PARTNERSHIP History Reduced 31,465 2,595 1.1% 1.12% 148 -2,356 -6.97% Q1 2026 Apr 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 31,401 2,590 0.03% 0.03% 149 -4,000 -11.3% Q1 2026 Apr 24, 2026
Sowell Financial Services LLC History Reduced 31,258 2,578 0.1% 0.09% 150 -351 -1.11% Q1 2026 Apr 20, 2026
MGO ONE SEVEN LLC History Reduced 30,370 2,505 0.05% 0.05% 151 -2,067 -6.37% Q1 2026 May 14, 2026
Prospera Financial Services Inc History Reduced 30,125 2,485 0.04% 0.07% 152 -21,113 -41.21% Q1 2026 Apr 14, 2026
CREDIT AGRICOLE S A History Reduced 30,123 2,484 0.01% 0.01% 153 -6,855 -18.54% Q1 2026 May 15, 2026
Jain Global LLC History Reduced 30,000 2,474 0.01% 0.02% 154 -17,796 -37.23% Q1 2026 May 15, 2026
SYON CAPITAL LLC History Added to 29,675 2,447 0.12% 0.11% 155 +531 1.82% Q1 2026 May 13, 2026
Prime Capital Investment Advisors, LLC History Reduced 29,477 2,431 0.03% 0.04% 156 -10,407 -26.09% Q1 2026 May 08, 2026
Arkadios Wealth Advisors History Reduced 28,595 2,358 0.04% 0.05% 157 -3,894 -11.99% Q1 2026 May 18, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 27,902 2,301 0.0% 0.01% 158 -24,836 -47.09% Q1 2026 May 13, 2026
CHOREO, LLC History Added to 27,521 2,270 0.03% 0.03% 160 +1,209 4.59% Q1 2026 May 12, 2026
WEDBUSH SECURITIES INC History Reduced 27,519 2,270 0.07% 0.07% 159 -918 -3.23% Q1 2026 Apr 21, 2026
Savant Capital, LLC History Added to 27,385 2,258 0.01% 0.01% 161 +2,518 10.13% Q1 2026 May 04, 2026
Pekin Hardy Strauss, Inc. History Reduced 27,108 2,236 0.23% 0.2% 162 -415 -1.51% Q1 2026 May 06, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 27,074 2,233 0.07% 0.07% 163 -335 -1.22% Q1 2026 May 13, 2026
Atria Investments, Inc History Added to 26,876 2,217 0.02% 0.02% 164 +3,953 17.24% Q1 2026 May 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 26,351 2,188 0.03% 0.03% 165 -1,736 -6.18% Q1 2026 May 08, 2026
GLENMEDE TRUST CO NA History No change 27,777 2,185 0.01% 0.01% 166 0 0.0% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 27,434 2,176 0.08% 0.08% 167 +1,324 5.07% Q1 2026 May 15, 2026
Checchi Capital Advisers, LLC History Reduced 26,192 2,160 0.11% 0.11% 168 -362 -1.36% Q1 2026 May 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 25,421 2,151 0.05% 0.04% 169 +2,012 8.59% Q1 2026 May 14, 2026
Kathmere Capital Management, LLC History Added to 25,654 2,116 0.13% 0.11% 170 +3,959 18.25% Q1 2026 Apr 28, 2026
Sanctuary Advisors, LLC History Added to 25,105 2,070 0.01% 0.01% 171 +1,854 7.97% Q1 2026 May 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 24,874 2,051 0.0% 0.0% 172 +297 1.21% Q1 2026 Apr 27, 2026
Ballentine Partners, LLC History Reduced 24,658 2,034 0.03% 0.03% 173 -477 -1.9% Q1 2026 May 14, 2026
Dorsey & Whitney Trust CO LLC History Reduced 24,118 1,989 0.11% 0.1% 174 -217 -0.89% Q1 2026 May 14, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 23,950 1,975 0.01% 0.01% 175 +1,044 4.56% Q1 2026 Apr 24, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 23,662 1,951 0.04% 0.03% 176 +562 2.43% Q1 2026 May 07, 2026
Vestmark Advisory Solutions, Inc. History Reduced 23,427 1,932 0.02% 0.05% 177 -26,337 -52.92% Q1 2026 May 15, 2026
Ted Buchan & Co History Added to 23,296 1,921 0.7% 0.64% 178 +1,057 4.75% Q1 2026 May 14, 2026
OPPENHEIMER & CO INC History Reduced 23,259 1,918 0.02% 0.03% 179 -1,096 -4.5% Q1 2026 Apr 23, 2026
Systematic Alpha Investments, LLC History No change 23,000 1,897 0.07% 0.06% 180 0 0.0% Q1 2026 May 18, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 22,863 1,885 0.02% 0.02% 181 +1,676 7.91% Q1 2026 Apr 23, 2026
WESTWOOD HOLDINGS GROUP INC History New 22,720 1,874 0.01% — 182 +22,720 New Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 23,814 1,873 0.03% 0.03% 183 0 0.0% Q4 2025 Feb 06, 2026
GABELLI FUNDS LLC History No change 22,700 1,872 0.01% 0.01% 184 0 0.0% Q1 2026 May 14, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 22,542 1,859 0.1% 0.1% 185 +1,356 6.4% Q1 2026 Apr 16, 2026
Aperture Investors, LLC History New 22,528 1,858 0.23% — 187 +22,528 New Q1 2026 May 15, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History Added to 22,528 1,858 1.26% 1.05% 186 +965 4.48% Q1 2026 May 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 22,511 1,856 0.01% 0.01% 188 -329 -1.44% Q1 2026 May 15, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 22,478 1,854 0.75% 0.75% 189 -415 -1.81% Q1 2026 Apr 24, 2026
TD Waterhouse Canada Inc. History Reduced 21,714 1,853 0.01% 0.04% 190 -61,933 -74.04% Q1 2026 May 12, 2026
Cornerstone Planning, LLC History New 22,085 1,823 0.41% — 191 +22,085 New Q1 2026 May 11, 2026
NorthCoast Asset Management LLC History Added to 22,078 1,821 0.04% 0.04% 192 +898 4.24% Q1 2026 May 13, 2026
IMC-Chicago, LLC History New 21,948 1,810 0.0% — 193 +21,948 New Q1 2026 May 05, 2026
Dynasty Wealth Management, LLC History Reduced 21,825 1,800 0.02% 0.02% 194 -1,429 -6.15% Q1 2026 May 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 19,779 1,785 0.1% 0.09% 195 +785 4.13% Q1 2026 Apr 17, 2026
MAI Capital Management History Reduced 21,038 1,735 0.01% 0.01% 196 -887 -4.05% Q1 2026 May 15, 2026
EARNEST PARTNERS LLC History Reduced 20,995 1,731 0.01% 0.01% 197 -9,361 -30.84% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 20,142 1,721 0.02% 0.02% 198 +486 2.47% Q1 2026 Apr 07, 2026
Aprio Wealth Management, LLC History Added to 20,423 1,684 0.09% 0.09% 199 +628 3.17% Q1 2026 May 11, 2026
Abel Hall, LLC History Reduced 20,017 1,651 0.35% 0.41% 200 -2,319 -10.38% Q1 2026 Apr 28, 2026
RBF Capital, LLC History No change 20,000 1,649 0.08% 0.07% 201 0 0.0% Q1 2026 May 18, 2026
Virtu Financial LLC History Added to 19,960 1,646 0.07% 0.04% 202 +6,160 44.64% Q1 2026 May 14, 2026
DRW Securities, LLC History Reduced 19,943 1,645 0.02% 0.08% 203 -16,954 -45.95% Q1 2026 May 13, 2026
Clearstead Advisors, LLC History New 19,530 1,611 0.01% — 204 +19,530 New Q1 2026 May 06, 2026
D.A. DAVIDSON & CO. History Added to 19,464 1,605 0.01% 0.01% 205 +25 0.13% Q1 2026 May 05, 2026
PCM Encore, LLC History Added to 19,142 1,579 0.32% 0.3% 206 +1,073 5.94% Q1 2026 May 12, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Reduced 19,045 1,571 0.87% 0.98% 207 -3,890 -16.96% Q1 2026 Apr 14, 2026
Marks Group Wealth Management, Inc History Added to 18,951 1,563 0.15% 0.14% 208 +212 1.13% Q1 2026 May 05, 2026
Versant Capital Management, Inc History Added to 18,697 1,542 0.15% 0.15% 209 +3,509 23.1% Q1 2026 Apr 06, 2026
Integrated Wealth Concepts LLC History Added to 18,686 1,541 0.01% 0.02% 210 +2,039 12.25% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Added to 18,605 1,534 0.01% 0.0% 211 +12,830 222.16% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 18,333 1,512 0.04% 0.04% 212 +414 2.31% Q1 2026 Apr 27, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 18,807 1,489 0.0% 0.0% 213 +8,949 90.78% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History New 17,986 1,483 0.0% — 215 +17,986 New Q1 2026 May 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 17,980 1,483 0.02% 0.02% 214 +739 4.29% Q1 2026 May 11, 2026
GUGGENHEIM CAPITAL LLC History Added to 17,913 1,477 0.01% 0.01% 216 +1,706 10.53% Q1 2026 May 15, 2026
Ellevest, Inc. History Reduced 17,861 1,473 0.2% 0.2% 217 -358 -1.96% Q1 2026 May 11, 2026
GREENLEAF TRUST History Reduced 17,829 1,470 0.01% 0.01% 218 -86 -0.48% Q1 2026 Apr 27, 2026
PDS Planning, Inc History Added to 16,851 1,390 0.09% 0.09% 219 +228 1.37% Q1 2026 Apr 21, 2026
Steward Partners Investment Advisory, LLC History Added to 16,222 1,338 0.01% 0.01% 220 +3,055 23.2% Q1 2026 May 08, 2026
Frank, Rimerman Advisors LLC History Reduced 16,160 1,333 0.09% 0.08% 221 -245 -1.49% Q1 2026 Apr 29, 2026
Merit Financial Group, LLC History Added to 16,146 1,331 0.01% 0.01% 222 +363 2.3% Q1 2026 Apr 15, 2026
Invesco Ltd. History Added to 16,042 1,323 0.0% 0.0% 223 +5,828 57.06% Q1 2026 May 12, 2026
Henry James International Management Inc. History Added to 15,380 1,268 0.46% 0.36% 224 +666 4.53% Q1 2026 Apr 10, 2026
GAMMA Investing LLC History Added to 15,217 1,255 0.06% 0.06% 225 +1,289 9.25% Q1 2026 Apr 06, 2026
Soltis Investment Advisors LLC History Added to 15,213 1,254 0.08% 0.08% 226 +345 2.32% Q1 2026 Apr 27, 2026
Abacus Wealth Partners, LLC History Reduced 15,183 1,252 0.11% 0.12% 227 -31 -0.2% Q1 2026 Apr 24, 2026
STATE STREET CORP History No change 14,767 1,251 0.0% 0.0% 228 0 0.0% Q1 2026 May 15, 2026
PROFUND ADVISORS LLC History Reduced 14,590 1,203 0.04% 0.04% 229 -2,270 -13.46% Q1 2026 Apr 24, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 14,350 1,183 0.06% 0.05% 230 +1,806 14.4% Q1 2026 Apr 15, 2026
Parallel Advisors, LLC History Added to 14,220 1,173 0.02% 0.02% 231 +514 3.75% Q1 2026 May 07, 2026
HB Wealth Management, LLC History Added to 14,099 1,163 0.01% 0.01% 232 +1,742 14.1% Q1 2026 Apr 27, 2026
Cherokee Insurance Co History No change 13,545 1,117 0.42% 0.43% 233 0 0.0% Q1 2026 Apr 28, 2026
Everstar Asset Management, LLC History Added to 13,515 1,114 0.59% 0.57% 234 +89 0.66% Q1 2026 Apr 16, 2026
Ascent Group, LLC History Added to 13,489 1,112 0.04% 0.03% 235 +1,133 9.17% Q1 2026 May 15, 2026
AssuredPartners Investment Advisors, LLC History Reduced 12,997 1,100 0.12% 0.18% 236 -2,468 -15.96% Q1 2026 Apr 10, 2026
LVW Advisors, LLC History Added to 13,277 1,095 0.1% 0.03% 237 +9,877 290.5% Q1 2026 Apr 20, 2026
Private Advisor Group, LLC History Reduced 13,222 1,090 0.01% 0.0% 238 -102 -0.77% Q1 2026 Apr 24, 2026
Bleakley Financial Group, LLC History Added to 13,078 1,078 0.02% 0.02% 239 +517 4.12% Q1 2026 May 04, 2026
Composition Wealth, LLC History Reduced 12,874 1,061 0.01% 0.02% 240 -2,464 -16.06% Q1 2026 Apr 08, 2026
Trust Point Inc. History Added to 12,773 1,053 0.09% 0.07% 241 +2,137 20.09% Q1 2026 Apr 15, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Added to 12,736 1,050 0.05% 0.04% 242 +1,550 13.86% Q1 2026 May 11, 2026
SAGE RHINO CAPITAL LLC History Added to 12,560 1,036 0.19% 0.19% 243 +23 0.18% Q1 2026 Apr 28, 2026
Lester Murray Antman dba SimplyRich History Added to 12,504 1,031 0.26% 0.26% 244 +59 0.47% Q1 2026 May 01, 2026
Cornerstone Select Advisors, LLC History Reduced 12,488 1,030 0.64% 0.69% 245 -120 -0.95% Q1 2026 May 13, 2026
EverSource Wealth Advisors, LLC History Added to 12,450 1,027 0.03% 0.03% 246 +3,094 33.07% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Added to 12,429 1,025 0.01% 0.01% 247 +4,711 61.04% Q1 2026 Apr 20, 2026
May Hill Capital, LLC History Added to 12,386 1,021 0.26% 0.25% 248 +674 5.75% Q1 2026 May 06, 2026
Frec Markets, Inc. History Added to 12,190 1,005 0.17% 0.21% 249 +3,186 35.38% Q1 2026 May 13, 2026
Everest Financial Group LLC History No change 12,067 995 0.16% 0.21% 250 0 0.0% Q1 2026 May 15, 2026
Themes Management Co LLC History Reduced 12,052 994 0.61% 0.72% 251 -143 -1.17% Q1 2026 May 15, 2026
Fiera Capital Corp History Added to 11,996 989 0.0% 0.0% 252 +1,012 9.21% Q1 2026 May 12, 2026
Linden Thomas Advisory Services, LLC History Added to 11,862 978 0.09% 0.09% 253 +531 4.69% Q1 2026 Apr 10, 2026
World Investment Advisors History Added to 11,780 971 0.02% 0.01% 254 +478 4.23% Q1 2026 Apr 27, 2026
DELTA FINANCIAL ADVISORS LLC History No change 11,534 951 0.25% 0.24% 255 0 0.0% Q1 2026 May 05, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 11,521 950 0.0% 0.0% 256 -1,855 -13.87% Q1 2026 Apr 30, 2026
Legacy Wealth Asset Management, LLC History Reduced 11,421 942 0.23% 0.22% 257 -122 -1.06% Q1 2026 Apr 08, 2026
Gryphon Financial Partners LLC History Added to 11,402 940 0.1% 0.09% 258 +1,231 12.1% Q1 2026 May 06, 2026
Cordatus Wealth Management LLC History Added to 11,362 937 0.22% 0.21% 259 +47 0.42% Q1 2026 Apr 29, 2026
Independent Advisor Alliance History Reduced 10,900 899 0.01% 0.02% 260 -703 -6.06% Q1 2026 May 12, 2026
RATIONAL ADVISORS, INC. History Added to 10,534 868 0.09% 0.08% 261 +734 7.49% Q1 2026 May 07, 2026
Legacy Capital Group California, Inc. History Reduced 10,476 864 0.33% 0.24% 262 -1,908 -15.41% Q1 2026 May 04, 2026
Ascentis Independent Advisors History Added to 10,379 856 0.06% 0.06% 263 +5,521 113.65% Q1 2026 Apr 28, 2026
Five Oceans Advisors History No change 10,361 854 0.31% 0.29% 264 0 0.0% Q1 2026 Apr 07, 2026
Clarius Group, LLC History No change 10,800 849 0.05% 0.05% 265 0 0.0% Q4 2025 Jan 14, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 10,288 848 0.09% 0.08% 266 +20 0.19% Q1 2026 May 11, 2026
Perigon Wealth Management, LLC History Added to 10,249 845 0.02% 0.01% 267 +108 1.06% Q1 2026 Apr 10, 2026
Traveka Wealth, LLC History No change 10,110 833 0.32% 0.32% 268 0 0.0% Q1 2026 Apr 22, 2026
BLAIR WILLIAM & CO/IL History Reduced 9,846 812 0.0% 0.0% 269 -146 -1.46% Q1 2026 May 08, 2026
CHELSEA COUNSEL CO History No change 10,100 794 0.34% 0.34% 270 0 0.0% Q1 2026 Apr 23, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 9,322 789 0.17% 0.14% 271 +7 0.08% Q1 2026 Apr 13, 2026
SeaBridge Investment Advisors LLC History Reduced 9,469 781 0.13% 0.12% 272 -45 -0.47% Q1 2026 Apr 28, 2026
West Family Investments, Inc. History Reduced 9,455 779 0.27% 0.43% 273 -13,602 -58.99% Q1 2026 May 07, 2026
DEUTSCHE BANK AG\ History No change 9,412 776 0.0% 0.0% 274 0 0.0% Q1 2026 May 06, 2026
Papamarkou Wellner Asset Management inc. History Added to 9,352 771 0.47% 0.15% 275 +6,122 189.54% Q1 2026 May 15, 2026
Wedmont Private Capital History Added to 8,520 769 0.02% 0.02% 276 +258 3.12% Q1 2026 Apr 09, 2026
Westover Capital Advisors, LLC History Added to 9,313 768 0.14% 0.13% 277 +120 1.31% Q1 2026 May 05, 2026
Optas, LLC History Reduced 9,298 766 0.12% 0.12% 278 -127 -1.35% Q1 2026 Apr 24, 2026
Lido Advisors, LLC History Added to 9,059 764 0.0% 0.0% 279 +733 8.8% Q1 2026 May 13, 2026
COMMERCE BANK History Added to 9,212 759 0.0% 0.0% 280 +6,202 206.05% Q1 2026 May 11, 2026
Venturi Wealth Management, LLC History Added to 9,095 750 0.03% 0.02% 281 +3,729 69.49% Q1 2026 Apr 21, 2026
HighMark Wealth Management LLC History No change 9,008 743 0.3% 0.29% 282 0 0.0% Q1 2026 May 05, 2026
Mesirow Financial Investment Management, Inc. History Added to 8,916 735 0.01% 0.01% 283 +233 2.68% Q1 2026 Apr 21, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 8,852 730 0.02% 0.01% 284 -220 -2.43% Q1 2026 May 15, 2026
Tepp RIA, LLC History Reduced 8,849 729 0.57% 0.78% 285 -1,219 -12.11% Q1 2026 Apr 22, 2026
Bridgewater Advisors Inc. History Reduced 8,043 728 0.04% 0.04% 286 -195 -2.37% Q1 2026 May 14, 2026
American Trust Investment Advisors, LLC History Added to 8,755 722 0.4% 0.34% 287 +710 8.83% Q1 2026 May 15, 2026
AE Wealth Management LLC History Added to 8,762 722 0.0% 0.0% 288 +535 6.5% Q1 2026 May 13, 2026
Allie Family Office LLC History No change 8,504 718 0.31% 0.31% 289 0 0.0% Q1 2026 May 13, 2026
Portside Wealth Group, LLC History Added to 8,702 717 0.1% 0.08% 290 +961 12.41% Q1 2026 May 12, 2026
CenterStar Asset Management, LLC History New 8,632 712 0.09% — 291 +8,632 New Q1 2026 May 01, 2026
Sivia Capital Partners, LLC History Reduced 8,526 703 0.14% 0.25% 292 -7,218 -45.85% Q1 2026 May 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 8,189 695 0.02% 0.02% 293 +2,044 33.26% Q1 2026 Apr 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 8,264 675 0.0% 0.0% 294 +716 9.49% Q1 2026 May 01, 2026
Dynamic Advisor Solutions LLC History Added to 8,087 667 0.02% 0.02% 295 +346 4.47% Q1 2026 Apr 08, 2026
Waverly Advisors, LLC History Reduced 8,076 666 0.0% 0.01% 296 -133 -1.62% Q1 2026 May 15, 2026
Ignite Planners, LLC History Reduced 7,946 654 0.1% 0.11% 297 -332 -4.01% Q1 2026 Apr 17, 2026
Wealthstar Advisors, LLC History Reduced 7,903 651 0.31% 0.33% 298 -1,774 -18.33% Q1 2026 Apr 27, 2026
GWN SECURITIES INC. History Added to 7,869 649 0.12% 0.12% 299 +503 6.83% Q1 2026 May 14, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 7,254 647 0.01% 0.01% 301 +4,449 158.61% Q1 2026 May 01, 2026
WEALTH ALLIANCE, LLC History Added to 7,853 647 0.06% 0.05% 300 +1,281 19.49% Q1 2026 May 14, 2026
Cresset Asset Management, LLC History Added to 7,698 646 0.0% 0.0% 302 +2,121 38.03% Q1 2026 May 15, 2026
Hexagon Capital Partners LLC History New 7,769 640 0.09% — 303 +7,769 New Q1 2026 May 04, 2026
Main Street Research LLC History Added to 7,733 637 0.04% 0.03% 304 +37 0.48% Q1 2026 Apr 30, 2026
Advisory Services Network, LLC History Added to 7,653 631 0.01% 0.01% 305 +620 8.82% Q1 2026 May 15, 2026
Monument Capital Management History Added to 7,601 627 0.16% 0.15% 306 +81 1.08% Q1 2026 Apr 15, 2026
EARNED WEALTH ADVISORS, LLC History Added to 7,463 615 0.04% 0.05% 307 +286 3.98% Q1 2026 May 07, 2026
NATURAL INVESTMENTS, LLC History Reduced 7,290 601 0.15% 0.14% 308 -82 -1.11% Q1 2026 May 01, 2026
COURIER CAPITAL LLC History Reduced 7,266 599 0.03% 0.04% 309 -1,150 -13.66% Q1 2026 Apr 23, 2026
Purkiss Capital Advisors LLC History Added to 7,227 596 0.26% 0.23% 311 +910 14.41% Q1 2026 May 04, 2026
RIVERSEDGE ADVISORS, LLC History Added to 7,226 596 0.1% 0.09% 310 +154 2.18% Q1 2026 Apr 15, 2026
Keel Point, LLC History No change 7,573 595 0.04% 0.04% 312 0 0.0% Q4 2025 Feb 12, 2026
Havemeyer Place LP History Reduced 7,206 594 0.07% 0.16% 313 -3,391 -32.0% Q1 2026 May 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 7,163 590 0.0% 0.0% 315 -5,859 -44.99% Q1 2026 Apr 29, 2026
Cromwell Holdings LLC History No change 6,967 590 0.33% 0.3% 314 0 0.0% Q1 2026 Apr 30, 2026
OneDigital Investment Advisors LLC History Added to 7,133 588 0.01% 0.01% 316 +431 6.43% Q1 2026 May 08, 2026
SmartHarvest Portfolios, LLC History Reduced 7,138 588 0.25% 0.2% 317 -158 -2.17% Q1 2026 Apr 20, 2026
Crumly & Associates Inc. History Reduced 7,097 585 0.12% 0.12% 319 -214 -2.93% Q1 2026 Apr 02, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 12,953 585 0.0% 0.0% 318 -177 -1.35% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 7,081 584 0.0% 0.0% 320 +469 7.09% Q1 2026 May 14, 2026
New Republic Capital, LLC History Reduced 6,995 577 0.19% 0.24% 321 -4,341 -38.29% Q1 2026 May 01, 2026
Myriad Asset Management US LP History New 6,949 573 0.86% — 322 +6,949 New Q1 2026 Apr 15, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 6,902 569 0.0% — 323 +6,902 New Q1 2026 May 12, 2026
South Shore Capital Advisors History New 6,850 565 0.41% — 324 +6,850 New Q1 2026 Apr 28, 2026
FRED ALGER MANAGEMENT, LLC History Added to 6,653 563 0.0% 0.0% 325 +2,396 56.28% Q1 2026 May 15, 2026
Gallacher Capital Management LLC History Reduced 6,820 562 0.22% 0.31% 326 -3,270 -32.41% Q1 2026 May 05, 2026
EP Wealth Advisors, LLC History Reduced 6,753 557 0.0% 0.0% 327 -1,072 -13.7% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Reduced 23,706 551 0.03% 0.01% 328 -7,201 -23.3% Q1 2026 May 15, 2026
55 North Private Wealth, LLC History Added to 6,626 546 0.14% 0.11% 329 +1,422 27.33% Q1 2026 Apr 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 6,516 537 0.01% 0.01% 330 +73 1.13% Q1 2026 May 13, 2026
SEEDS INVESTOR LLC History Added to 5,829 532 0.07% 0.05% 331 +2,670 84.52% Q1 2026 May 11, 2026
Net Worth Advisory Group History Reduced 6,382 526 0.11% 0.1% 332 -84 -1.3% Q1 2026 May 05, 2026
First Affirmative Financial Network History New 6,335 522 0.2% — 333 +6,335 New Q1 2026 May 11, 2026
Medallion Wealth Advisors, LLC History No change 6,280 518 0.17% 0.17% 334 0 0.0% Q1 2026 Apr 24, 2026
Sonoma Private Wealth LLC History Added to 6,221 513 0.63% 0.57% 335 +235 3.93% Q1 2026 May 15, 2026
Valeo Financial Advisors, LLC History Reduced 6,136 506 0.01% 0.02% 336 -4,970 -44.75% Q1 2026 May 08, 2026
ANCHYRA PARTNERS LLC History Added to 6,142 506 0.15% 0.13% 337 +584 10.51% Q1 2026 Apr 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 6,065 500 0.01% 0.01% 338 +444 7.9% Q1 2026 May 05, 2026
XTX Topco Ltd History Reduced 6,050 499 0.01% 0.07% 339 -26,259 -81.27% Q1 2026 May 15, 2026
a16z Perennial Management, L.P. History Reduced 6,052 499 0.04% 0.04% 340 -758 -11.13% Q1 2026 May 11, 2026
Calydon Capital History No change 6,042 498 0.08% 0.08% 341 0 0.0% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Reduced 5,986 493 0.0% 0.0% 342 -647 -9.75% Q1 2026 Apr 30, 2026
Corient IA LLC History No change 5,960 491 0.46% 0.44% 343 0 0.0% Q1 2026 May 14, 2026
FineMark National Bank & Trust History No change 6,200 487 0.02% 0.02% 344 0 0.0% Q4 2025 Feb 12, 2026
ACORN CREEK CAPITAL LLC History Added to 5,853 482 0.17% 0.16% 345 +91 1.58% Q1 2026 May 12, 2026
BENJAMIN EDWARDS INC History Added to 5,734 472 0.0% 0.0% 346 +271 4.96% Q1 2026 May 12, 2026
Gibbs Wealth Management History New 5,720 471 0.06% — 347 +5,720 New Q1 2026 May 13, 2026
Baldwin Investment Management, LLC History No change 5,707 470 0.05% 0.05% 348 0 0.0% Q1 2026 May 12, 2026
Modern Wealth Management, LLC History Added to 5,489 469 0.01% 0.01% 350 +1,236 29.06% Q1 2026 May 14, 2026
BSW Wealth Partners History Reduced 5,693 469 0.06% 0.06% 349 -1,098 -16.17% Q1 2026 Apr 14, 2026
Avior Wealth Management, LLC History Added to 5,639 465 0.01% 0.01% 351 +709 14.38% Q1 2026 Apr 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 5,631 464 0.01% 0.01% 352 +1,718 43.9% Q1 2026 May 04, 2026
Choate Investment Advisors History Added to 5,580 460 0.01% 0.01% 354 +92 1.68% Q1 2026 May 13, 2026
SYM FINANCIAL Corp History Added to 5,580 460 0.05% 0.04% 353 +38 0.69% Q1 2026 May 08, 2026
Moors & Cabot, Inc. History Reduced 5,509 454 0.02% 0.02% 355 -769 -12.25% Q1 2026 May 08, 2026
GSA CAPITAL PARTNERS LLP History New 5,486 453 0.03% — 357 +5,486 New Q1 2026 May 08, 2026
WATERS PARKERSON & CO., LLC History No change 5,500 453 0.02% 0.02% 356 0 0.0% Q1 2026 Apr 29, 2026
Pure Financial Advisors, LLC History Added to 5,468 451 0.01% 0.0% 358 +1,653 43.33% Q1 2026 Apr 10, 2026
NORDEN GROUP LLC History Added to 5,323 439 0.04% 0.04% 359 +579 12.2% Q1 2026 Apr 15, 2026
SEVEN MILE ADVISORY History Added to 5,251 433 0.31% 0.06% 360 +742 16.46% Q1 2026 Apr 14, 2026
OneAscent Family Office, LLC History No change 5,244 432 0.3% 0.28% 361 0 0.0% Q1 2026 Apr 21, 2026
Florida Trust Wealth Management Co History No change 5,232 431 0.01% 0.01% 362 0 0.0% Q1 2026 May 14, 2026
Equitable Holdings, Inc. History New 5,333 428 0.0% — 363 +5,333 New Q1 2026 May 15, 2026
XXI WEALTH, LLC History Added to 5,183 427 0.24% 0.13% 364 +2,473 91.25% Q1 2026 May 07, 2026
HUB Investment Partners, LLC History Added to 5,163 425 0.01% 0.01% 365 +950 22.55% Q1 2026 May 15, 2026
Zhang Financial LLC History New 5,139 423 0.01% — 367 +5,139 New Q1 2026 May 06, 2026
Focus Partners Advisor Solutions, LLC History Added to 5,130 423 0.0% 0.0% 366 +547 11.94% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Reduced 5,107 421 0.01% 0.03% 368 -8,268 -61.82% Q1 2026 May 15, 2026
Greenspring Advisors, LLC History Added to 4,944 407 0.02% 0.02% 369 +310 6.69% Q1 2026 May 04, 2026
V-Square Quantitative Management LLC History Added to 4,915 405 0.04% 0.03% 370 +1,657 50.86% Q1 2026 Apr 27, 2026
Werba Rubin Papier Wealth Management History Reduced 4,901 404 0.06% 0.1% 371 -11 -0.22% Q1 2026 May 12, 2026
Rehmann Capital Advisory Group History Added to 4,877 402 0.02% 0.02% 372 +793 19.42% Q1 2026 May 15, 2026
Foster Group, Inc. History Added to 4,865 401 0.01% 0.01% 373 +89 1.86% Q1 2026 Apr 13, 2026
Quantbot Technologies LP History New 4,824 397 0.02% — 374 +4,824 New Q1 2026 May 13, 2026
Canopy Partners, LLC History No change 4,809 396 0.14% 0.12% 375 0 0.0% Q1 2026 May 11, 2026
Ashton Thomas Private Wealth, LLC History Added to 4,750 391 0.01% 0.01% 376 +480 11.24% Q1 2026 May 11, 2026
Resonant Capital Advisors, LLC History Added to 4,535 386 0.02% 0.02% 377 +340 8.1% Q1 2026 Apr 29, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 4,668 385 0.08% 0.08% 378 -376 -7.45% Q1 2026 Apr 20, 2026
BROWN ADVISORY INC History New 4,647 383 0.0% — 380 +4,647 New Q1 2026 May 15, 2026
Nilsine Partners, LLC History Reduced 4,258 383 0.03% 0.03% 379 -80 -1.84% Q1 2026 Apr 29, 2026
EWA, LLC History Added to 4,623 381 0.09% 0.09% 381 +72 1.58% Q1 2026 Apr 23, 2026
Savvy Advisors, Inc. History Added to 4,584 378 0.01% 0.01% 383 +1,177 34.55% Q1 2026 May 11, 2026
XPONANCE LLC History Added to 4,590 378 0.0% 0.0% 382 +375 8.9% Q1 2026 May 13, 2026
Carter Financial Group, INC. History Reduced 4,562 376 0.23% 0.29% 384 -1,721 -27.39% Q1 2026 Apr 27, 2026
Flatrock Wealth Partners LLC History New 4,433 375 0.17% — 385 +4,433 New Q1 2026 Apr 29, 2026
Farringdon Capital, Ltd. History Reduced 4,535 374 0.08% 0.8% 386 -36,738 -89.01% Q1 2026 May 15, 2026
180 WEALTH ADVISORS, LLC History Reduced 4,431 365 0.04% 0.04% 387 -254 -5.42% Q1 2026 May 01, 2026
CERTUITY, LLC History Reduced 4,421 364 0.02% 0.02% 388 -75 -1.67% Q1 2026 May 11, 2026
Crestwood Advisors Group, LLC History Added to 4,402 363 0.01% 0.0% 389 +1,343 43.9% Q1 2026 May 05, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 4,370 360 0.04% 0.07% 390 -3,119 -41.65% Q1 2026 May 11, 2026
Brucke Financial, Inc. History Reduced 4,328 357 0.18% 0.43% 391 -5,629 -56.53% Q1 2026 Apr 10, 2026
Manske Wealth Management History Added to 4,248 350 0.1% 0.1% 392 +50 1.19% Q1 2026 Apr 30, 2026
Geneos Wealth Management Inc. History No change 4,222 348 0.01% 0.01% 393 0 0.0% Q1 2026 May 04, 2026
Garton & Associates Financial Advisors LLC History Reduced 4,156 342 0.28% 0.53% 394 -7,965 -65.71% Q1 2026 May 11, 2026
WealthTrust Axiom LLC History No change 4,075 336 0.08% 0.08% 395 0 0.0% Q1 2026 May 11, 2026
Cornerstone Wealth Management, LLC History Added to 4,030 332 0.02% 0.02% 397 +94 2.39% Q1 2026 Apr 23, 2026
D'Orazio & Associates, Inc. History Added to 4,036 332 0.04% 0.04% 396 +72 1.82% Q1 2026 May 07, 2026
EVOKE WEALTH, LLC History Added to 3,921 331 0.01% 0.01% 398 +144 3.81% Q1 2026 May 14, 2026
Texas Yale Capital Corp. History Added to 4,000 329 0.01% 0.01% 400 +100 2.56% Q1 2026 May 04, 2026
Weil Company, Inc. History No change 4,000 329 0.07% 0.07% 399 0 0.0% Q1 2026 Apr 15, 2026
Voleon Capital Management LP History New 3,981 328 0.01% — 402 +3,981 New Q1 2026 May 15, 2026
Manchester Capital Management LLC History Reduced 3,981 328 0.05% 0.04% 401 -111 -2.71% Q1 2026 May 11, 2026
Sunpointe, LLC History No change 3,965 327 0.11% 0.1% 403 0 0.0% Q1 2026 Apr 21, 2026
Freestone Capital Holdings, LLC History Reduced 3,954 326 0.01% 0.01% 404 -50 -1.25% Q1 2026 May 13, 2026
Westerkirk Capital Inc. History No change 3,954 326 0.04% 0.03% 405 0 0.0% Q1 2026 May 14, 2026
Safeguard Investment Advisory Group, LLC History Reduced 3,950 325 0.09% 0.08% 406 -202 -4.87% Q1 2026 May 14, 2026
Advisors Preferred, LLC History Reduced 3,880 320 0.05% 0.06% 407 -806 -17.2% Q1 2026 May 05, 2026
Sovran Advisors, LLC History Added to 3,479 319 0.03% 0.02% 408 +318 10.06% Q1 2026 May 01, 2026
Samalin Investment Counsel, LLC History Reduced 3,857 318 0.11% 0.11% 409 -42 -1.08% Q1 2026 Apr 22, 2026
Keebeck Wealth Management History New 3,728 307 0.03% — 411 +3,728 New Q1 2026 May 14, 2026
Icon Wealth Advisors, LLC History Reduced 3,446 307 0.02% 0.02% 410 -9 -0.26% Q1 2026 May 12, 2026
Curi Capital, LLC History Added to 3,698 305 0.01% 0.01% 412 +2 0.05% Q1 2026 May 15, 2026
Tower Wealth Partners, Inc. History Reduced 3,687 304 0.17% 0.16% 413 -2 -0.05% Q1 2026 May 08, 2026
Argyle Capital Management, LLC History No change 3,650 301 0.1% 0.1% 414 0 0.0% Q1 2026 Apr 28, 2026
FOCUSED ALPHA, LLC History New 3,638 300 0.09% — 415 +3,638 New Q1 2026 May 12, 2026
TD ASSET MANAGEMENT INC History New 3,605 297 0.0% — 416 +3,605 New Q1 2026 May 11, 2026
Diversified Trust Co History Reduced 3,595 296 0.01% 0.01% 417 -5,214 -59.19% Q1 2026 Apr 16, 2026
Syverson Strege & Co History Reduced 3,581 295 0.07% 0.07% 418 -271 -7.04% Q1 2026 May 04, 2026
Integrated Advisors Network LLC History Added to 3,571 294 0.02% 0.01% 419 +134 3.9% Q1 2026 Apr 28, 2026
HBK Sorce Advisory LLC History Added to 3,241 292 0.01% 0.01% 420 +415 14.69% Q1 2026 May 11, 2026
Hoxton Planning & Management, LLC History Added to 3,541 292 0.09% 0.08% 422 +197 5.89% Q1 2026 Apr 20, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 3,544 292 0.03% 0.03% 421 -169 -4.55% Q1 2026 May 01, 2026
XY Capital Ltd History Reduced 3,511 289 0.29% 0.22% 424 -922 -20.8% Q1 2026 May 12, 2026
Accuvest Global Advisors History Added to 3,502 289 0.27% 0.19% 423 +289 8.99% Q1 2026 May 08, 2026
Mattson Financial Services, LLC History New 3,459 285 0.07% — 426 +3,459 New Q1 2026 May 11, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 3,462 285 0.01% 0.01% 425 -498 -12.58% Q1 2026 May 13, 2026
Aptus Capital Advisors, LLC History Added to 3,412 281 0.0% 0.0% 427 +126 3.83% Q1 2026 May 11, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 3,367 277 0.0% 0.0% 428 +1,742 107.2% Q1 2026 May 14, 2026
Fulcrum Equity Management History No change 3,352 276 0.27% 0.25% 429 0 0.0% Q1 2026 Apr 02, 2026
Symphony Financial Services, Inc. History No change 3,346 276 0.14% 0.13% 430 0 0.0% Q1 2026 May 07, 2026
Klingman & Associates, LLC History Added to 3,317 273 0.01% 0.01% 431 +374 12.71% Q1 2026 May 14, 2026
August Group Capital Ltd History Added to 3,308 272 0.32% 0.27% 432 +246 8.03% Q1 2026 May 14, 2026
Brown Financial Advisors History New 3,283 270 0.1% — 434 +3,283 New Q1 2026 May 15, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 3,190 270 0.01% — 433 +3,190 New Q1 2026 May 06, 2026
Vontobel Holding Ltd. History No change 3,270 269 0.0% 0.0% 435 0 0.0% Q1 2026 May 08, 2026
Prospect Financial Group LLC History No change 3,253 268 0.25% 0.24% 436 0 0.0% Q1 2026 May 05, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History New 3,204 264 0.06% — 437 +3,204 New Q1 2026 Apr 15, 2026
Echo45 Advisors LLC History Added to 3,189 263 0.15% 0.13% 438 +227 7.66% Q1 2026 Apr 20, 2026
Intergy Private Wealth, LLC History Added to 3,185 262 0.08% 0.07% 439 +283 9.75% Q1 2026 Apr 16, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 3,150 259 0.27% 0.26% 440 0 0.0% Q1 2026 Apr 23, 2026
Seed Wealth Management, Inc. History No change 3,130 258 0.18% 0.17% 441 0 0.0% Q1 2026 Apr 08, 2026
Arax Advisory Partners History Reduced 3,099 255 0.01% 0.02% 442 -5,346 -63.3% Q1 2026 May 13, 2026
Prosperity Consulting Group, LLC History New 3,061 252 0.01% — 443 +3,061 New Q1 2026 May 05, 2026
Impact Investors, Inc History New 3,033 250 0.17% — 444 +3,033 New Q1 2026 Apr 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 3,005 247 0.0% 0.0% 445 +144 5.03% Q1 2026 Apr 20, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 2,992 246 0.02% 0.02% 446 +89 3.07% Q1 2026 May 12, 2026
Tranquilli Financial Advisor LLC History Reduced 2,889 238 0.14% 0.14% 447 -101 -3.38% Q1 2026 May 11, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 2,881 237 0.06% 0.05% 448 +222 8.35% Q1 2026 Apr 10, 2026
GeoWealth Management, LLC History Reduced 2,835 233 0.01% 0.04% 449 -10,753 -79.14% Q1 2026 May 13, 2026
Tidal Investments LLC History Reduced 2,795 230 0.0% 0.0% 450 -96 -3.32% Q1 2026 May 15, 2026
Main Street Financial Solutions, LLC History No change 2,933 230 0.02% 0.02% 451 0 0.0% Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History New 2,777 229 0.03% — 452 +2,777 New Q1 2026 Apr 23, 2026
VestGen Advisors, LLC History New 2,541 228 0.01% — 453 +2,541 New Q1 2026 May 14, 2026
SVB WEALTH LLC History Added to 2,746 226 0.01% 0.01% 454 +78 2.92% Q1 2026 Apr 17, 2026
REXFORD CAPITAL INC History Added to 2,743 226 0.16% 0.16% 455 +30 1.11% Q1 2026 Apr 23, 2026
STEPHENS INC /AR/ History Reduced 2,703 222 0.0% 0.0% 456 -1,019 -27.38% Q1 2026 Apr 28, 2026
GUARDIAN CAPITAL LP History New 2,681 221 0.01% — 457 +2,681 New Q1 2026 May 15, 2026
Ariadne Wealth Management, LP History Reduced 2,604 220 0.1% 0.1% 458 -51 -1.92% Q1 2026 May 15, 2026
Addison Advisors LLC History Added to 2,653 218 0.05% 0.05% 459 +11 0.42% Q1 2026 May 08, 2026
TrueWealth Financial Partners History New 2,621 216 0.09% — 461 +2,621 New Q1 2026 May 20, 2026
Federation des caisses Desjardins du Quebec History Reduced 2,627 216 0.0% 0.0% 460 -31 -1.17% Q1 2026 May 13, 2026
Warren Street Wealth Advisors, LLC History New 2,600 214 0.05% — 462 +2,600 New Q1 2026 Apr 16, 2026
Walkner Condon Financial Advisors LLC History New 2,586 213 0.03% — 463 +2,586 New Q1 2026 Apr 28, 2026
Snowden Capital Advisors LLC History New 2,523 213 0.01% — 464 +2,523 New Q1 2026 May 14, 2026
Brio Consultants, LLC History Reduced 2,435 212 0.03% 0.03% 465 -112 -4.4% Q1 2026 May 06, 2026
Rosenberg Matthew Hamilton History No change 2,578 212 0.04% 0.04% 466 0 0.0% Q1 2026 Apr 06, 2026
Livet Wealth, LLC History New 2,566 211 0.13% — 471 +2,566 New Q1 2026 Apr 24, 2026
Inscription Capital, LLC History New 2,564 211 0.02% — 470 +2,564 New Q1 2026 Apr 20, 2026
Braun-Bostich & Associates Inc. History Reduced 2,565 211 0.13% 0.13% 468 -184 -6.69% Q1 2026 Apr 15, 2026
JCIC Asset Management Inc. History Added to 2,567 211 0.06% 0.06% 467 +40 1.58% Q1 2026 Apr 13, 2026
Legacy Wealth Partners, LLC History No change 2,565 211 0.05% 0.05% 469 0 0.0% Q1 2026 Apr 17, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History New 2,337 210 0.02% — 473 +2,337 New Q1 2026 Apr 29, 2026
REGIONS FINANCIAL CORP History No change 2,547 210 0.0% 0.0% 472 0 0.0% Q1 2026 May 05, 2026
Avantax Planning Partners, Inc. History New 2,536 209 0.01% — 475 +2,536 New Q1 2026 May 04, 2026
Elser Financial Planning, Inc History New 2,500 209 0.01% — 476 +2,500 New Q1 2026 Apr 15, 2026
Diversified Enterprises, LLC History Reduced 2,534 209 0.01% 0.01% 474 -9 -0.35% Q1 2026 May 14, 2026
Rothschild Wealth LLC History New 2,519 207 0.02% — 477 +2,519 New Q1 2026 May 06, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History New 2,500 206 0.03% — 478 +2,500 New Q1 2026 Apr 24, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 2,390 202 0.03% — 479 +2,390 New Q1 2026 May 14, 2026
U.S. Capital Wealth Advisors, LLC History New 2,438 201 0.01% — 480 +2,438 New Q1 2026 Apr 07, 2026
Baird Financial Group, Inc. History New 2,429 200 0.0% — 481 +2,429 New Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,277 192 0.0% 0.0% 482 +111 5.12% Q1 2026 Apr 30, 2026
Owl Creek Wealth Partners LLC History New 2,299 189 0.07% — 483 +2,299 New Q1 2026 May 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1,996 164 0.04% — 484 +1,996 New Q1 2026 May 08, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 1,964 162 0.0% 0.01% 485 -1,118 -36.28% Q1 2026 Apr 27, 2026
Raiffeisen Bank International AG History No change 1,950 159 0.0% 0.0% 486 0 0.0% Q1 2026 Apr 24, 2026
FIFTH THIRD BANCORP History Added to 1,924 158 0.0% 0.0% 487 +333 20.93% Q1 2026 May 01, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,826 150 0.0% 0.0% 488 -20 -1.08% Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,796 148 0.01% 0.01% 489 +181 11.21% Q1 2026 May 07, 2026
Grove Bank & Trust History Added to 1,600 131 0.01% 0.01% 490 +10 0.63% Q1 2026 Apr 08, 2026
Salomon & Ludwin, LLC History Added to 1,496 126 0.01% 0.01% 491 +78 5.5% Q1 2026 May 11, 2026
CoreCap Advisors, LLC History Reduced 1,533 126 0.0% 0.0% 492 -1 -0.07% Q1 2026 Apr 07, 2026
JFS WEALTH ADVISORS, LLC History Reduced 1,513 124 0.01% 0.01% 493 -177 -10.47% Q1 2026 Apr 20, 2026
SUMMIT SECURITIES GROUP LLC History Added to 1,500 123 0.02% 0.0% 495 +1,300 650.0% Q1 2026 Apr 30, 2026
UMB Bank, n.a. History Reduced 1,501 123 0.0% 0.0% 494 -87 -5.48% Q1 2026 May 11, 2026
Global Assets Advisory, LLC History New 1,474 121 0.03% — 496 +1,474 New Q1 2026 May 01, 2026
Bruce G. Allen Investments, LLC History Reduced 1,411 116 0.08% 0.1% 497 -455 -24.38% Q1 2026 May 08, 2026
AdvisorNet Financial, Inc History Added to 1,309 107 0.01% 0.0% 498 +170 14.93% Q1 2026 Apr 17, 2026
Blue Trust, Inc. History Reduced 1,296 106 0.0% 0.0% 499 -395 -23.36% Q1 2026 Apr 20, 2026
IFP Advisors, Inc History Added to 1,258 103 0.0% 0.0% 500 +33 2.69% Q1 2026 Apr 13, 2026
Bogart Wealth, LLC History No change 1,227 101 0.0% 0.0% 501 0 0.0% Q1 2026 Apr 28, 2026
Parkside Financial Bank & Trust History Added to 1,180 97 0.01% 0.01% 502 +24 2.08% Q1 2026 May 13, 2026
SageView Advisory Group, LLC History No change 1,198 94 0.0% 0.0% 503 0 0.0% Q4 2025 Feb 17, 2026
Anfield Capital Management, LLC History New 1,125 92 0.03% — 504 +1,125 New Q1 2026 May 12, 2026
Larson Financial Group LLC History Added to 1,108 91 0.0% 0.0% 505 +356 47.34% Q1 2026 May 15, 2026
Financial Management Professionals, Inc. History Added to 1,061 89 0.01% 0.01% 506 +390 58.12% Q1 2026 Apr 15, 2026
AlphaCore Capital LLC History Reduced 1,059 87 0.0% 0.02% 508 -9,932 -90.36% Q1 2026 May 15, 2026
HM PAYSON & CO History No change 1,058 87 0.0% 0.0% 507 0 0.0% Q1 2026 Apr 13, 2026
Westside Investment Management, Inc. History No change 1,020 86 0.01% 0.01% 509 0 0.0% Q1 2026 May 04, 2026
PRIVATE TRUST CO NA History Reduced 956 78 0.01% 0.01% 510 -215 -18.36% Q1 2026 Apr 30, 2026
GROUP ONE TRADING LLC History Reduced 931 76 0.0% 0.0% 511 -7,700 -89.21% Q1 2026 May 13, 2026
True Wealth Design, LLC History Added to 900 74 0.02% 0.02% 513 +120 15.38% Q1 2026 Apr 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 907 74 0.0% 0.0% 512 0 0.0% Q1 2026 May 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 885 72 0.0% 0.0% 514 +216 32.29% Q1 2026 May 15, 2026
Private Wealth Asset Management, LLC History No change 874 72 0.01% 0.01% 515 0 0.0% Q1 2026 May 06, 2026
Spire Wealth Management History Reduced 855 70 0.0% 0.0% 516 -12 -1.38% Q1 2026 Apr 22, 2026
Intentional Wealth Strategies, LLC History New 821 67 0.06% — 518 +821 New Q1 2026 May 05, 2026
CIBC Private Wealth Group LLC History No change 854 67 0.0% 0.0% 517 0 0.0% Q4 2025 Feb 12, 2026
Root Financial Partners, LLC History Reduced 798 65 0.0% 0.0% 520 -98 -10.94% Q1 2026 Apr 24, 2026
Hanson & Doremus Investment Management History Reduced 783 65 0.01% 0.01% 519 -26 -3.21% Q1 2026 Apr 17, 2026
Berbice Capital Management LLC History No change 800 65 0.04% 0.04% 521 0 0.0% Q1 2026 May 06, 2026
Sound Income Strategies, LLC History Added to 712 60 0.0% 0.0% 522 +16 2.3% Q1 2026 Apr 27, 2026
MCF Advisors LLC History No change 689 56 0.0% 0.0% 523 0 0.0% Q1 2026 May 11, 2026
GW&K Investment Management, LLC History Added to 665 55 0.0% 0.0% 524 +166 33.27% Q1 2026 May 13, 2026
Cornerstone Planning Group LLC History Added to 595 52 0.01% 0.01% 525 +97 19.48% Q1 2026 May 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 575 51 0.0% 0.0% 526 0 0.0% Q1 2026 May 06, 2026
Smithfield Trust Co History No change 564 47 0.0% 0.0% 527 0 0.0% Q1 2026 May 08, 2026
Triumph Capital Management History Added to 527 44 0.01% 0.0% 528 +239 82.99% Q1 2026 May 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 544 44 0.01% 0.01% 529 0 0.0% Q1 2026 May 06, 2026
MATHER GROUP, LLC. History New 515 42 0.0% — 530 +515 New Q1 2026 Apr 13, 2026
Whipplewood Advisors, LLC History New 499 41 0.02% — 531 +499 New Q1 2026 Apr 30, 2026
FINANCIAL CONSULATE, INC History Added to 495 40 0.0% 0.0% 532 +321 184.48% Q1 2026 Apr 21, 2026
Frazier Financial Advisors, LLC History Added to 480 39 0.02% 0.02% 533 +65 15.66% Q1 2026 May 05, 2026
JPL Wealth Management, LLC History New 466 38 0.01% — 534 +466 New Q1 2026 May 08, 2026
Western Wealth Management, LLC History New 445 36 0.0% — 536 +445 New Q1 2026 May 19, 2026
BALLAST ADVISORS LLC History New 435 36 0.01% — 537 +435 New Q1 2026 May 12, 2026
Ancora Advisors LLC History Added to 440 36 0.0% 0.0% 535 +295 203.45% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History Reduced 429 35 0.0% 0.0% 538 -10 -2.28% Q1 2026 Apr 14, 2026
SJS Investment Consulting Inc. History No change 426 35 0.0% 0.0% 539 0 0.0% Q1 2026 Apr 23, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 422 34 0.01% 0.01% 541 -55 -11.53% Q1 2026 Apr 06, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 416 34 0.01% 0.01% 540 0 0.0% Q1 2026 Apr 27, 2026
Bell Investment Advisors, Inc History Added to 405 33 0.01% 0.0% 542 +22 5.74% Q1 2026 Apr 17, 2026
Essential Partners LLC History No change 397 32 0.01% 0.01% 543 0 0.0% Q1 2026 May 21, 2026
LRI Investments, LLC History Added to 375 30 0.0% 0.0% 545 +324 635.29% Q1 2026 Apr 30, 2026
Retirement Wealth Solutions LLC History Reduced 367 30 0.02% 0.02% 546 -52 -12.41% Q1 2026 Apr 07, 2026
Measured Wealth Private Client Group, LLC History No change 369 30 0.01% 0.01% 544 0 0.0% Q1 2026 May 13, 2026
First Command Advisory Services, Inc. History Added to 351 29 0.0% 0.0% 547 +325 1250.0% Q1 2026 May 07, 2026
Fairscale Capital, LLC History No change 321 27 0.02% 0.02% 548 0 0.0% Q1 2026 May 11, 2026
Capital Analysts, LLC History Reduced 318 26 0.0% 0.0% 549 -35 -9.92% Q1 2026 May 14, 2026
SHP Wealth Management History Reduced 312 25 0.0% 0.0% 550 -222 -41.57% Q1 2026 May 08, 2026
Wealth Enhancement Trust Services, Inc. History No change 310 25 0.0% 0.0% 551 0 0.0% Q1 2026 Apr 08, 2026
Cornerstone Financial Management LLC History Added to 298 24 0.02% 0.02% 552 +34 12.88% Q1 2026 May 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 289 23 0.0% 0.0% 553 +76 35.68% Q1 2026 Apr 13, 2026
Physician Wealth Advisors, Inc. History Added to 289 23 0.0% 0.0% 554 +6 2.12% Q1 2026 Apr 24, 2026
MASECO LLP History New 274 22 0.0% — 556 +274 New Q1 2026 Apr 21, 2026
Innovative Asset Advisors Group, LLC History New 263 22 0.01% — 557 +263 New Q1 2026 May 12, 2026
Dunhill Financial, LLC History Added to 277 22 0.01% 0.0% 555 +226 443.14% Q1 2026 May 06, 2026
Opal Wealth Advisors, LLC History New 265 21 0.0% — 558 +265 New Q1 2026 Apr 14, 2026
Transamerica Financial Advisors, LLC History Reduced 237 20 0.0% 0.0% 559 -92 -27.96% Q1 2026 May 15, 2026
ATWOOD & PALMER INC History No change 233 19 0.0% 0.0% 560 0 0.0% Q1 2026 Apr 15, 2026
CX Institutional History Reduced 223 18 0.0% 0.0% 564 -27 -10.8% Q1 2026 Apr 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 223 18 0.0% 0.0% 562 -13 -5.51% Q1 2026 May 08, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 235 18 0.0% 0.0% 561 -8 -3.29% Q1 2026 Apr 30, 2026
Plante Moran Financial Advisors, LLC History No change 219 18 0.0% 0.0% 563 0 0.0% Q1 2026 May 05, 2026
Bare Financial Services, Inc History Added to 216 17 0.0% 0.0% 566 +40 22.73% Q1 2026 May 14, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 214 17 0.0% 0.0% 565 0 0.0% Q1 2026 Apr 15, 2026
VALLEY NATIONAL ADVISERS INC History No change 200 16 0.0% 0.0% 567 0 0.0% Q1 2026 Apr 15, 2026
MRP Capital Investments, LLC History No change 200 16 0.01% 0.01% 568 0 0.0% Q1 2026 May 14, 2026
Valued Wealth Advisors LLC History No change 189 16 0.01% 0.01% 569 0 0.0% Q1 2026 Apr 30, 2026
Cassaday & Co Wealth Management LLC History New 184 15 0.0% — 572 +184 New Q1 2026 May 07, 2026
Key FInancial Inc History Added to 190 15 0.0% 0.0% 570 +151 387.18% Q1 2026 Apr 24, 2026
Signature Equity Partners, LLC History Reduced 193 15 0.01% 0.01% 571 -68 -26.05% Q1 2026 May 13, 2026
Lloyd Advisory Services, LLC. History New 170 14 0.0% — 577 +170 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Added to 170 14 0.0% — 574 +169 16900.0% Q1 2026 May 13, 2026
American Capital Advisory, LLC History Added to 170 14 0.01% 0.0% 575 +125 277.78% Q1 2026 Apr 29, 2026
Atlantic Union Bankshares Corp History No change 180 14 0.0% 0.0% 573 0 0.0% Q1 2026 May 12, 2026
Principia Wealth Advisory, LLC History No change 181 14 0.01% 0.01% 576 0 0.0% Q4 2025 Feb 10, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 158 13 0.0% 0.0% 579 +122 338.89% Q1 2026 Apr 30, 2026
FEDERATED HERMES, INC. History Reduced 159 13 0.0% 0.0% 578 -12 -7.02% Q1 2026 May 11, 2026
Strategic Wealth Partners, Ltd. History No change 160 13 0.0% 0.0% 580 0 0.0% Q1 2026 May 12, 2026
Vermillion Wealth Management, Inc. History No change 160 13 0.01% 0.0% 581 0 0.0% Q1 2026 Apr 17, 2026
HHM Wealth Advisors, LLC History No change 158 13 0.0% 0.0% 582 0 0.0% Q1 2026 Apr 17, 2026
Center for Financial Planning, Inc. History No change 163 13 0.0% 0.0% 583 0 0.0% Q1 2026 May 04, 2026
Fortitude Family Office, LLC History No change 169 13 0.0% 0.0% 584 0 0.0% Q1 2026 Apr 15, 2026
Roxbury Financial LLC History No change 168 13 0.01% 0.01% 585 0 0.0% Q1 2026 Apr 17, 2026
Arlington Trust Co LLC History New 148 12 0.0% — 588 +148 New Q1 2026 Apr 08, 2026
Rossby Financial, LCC History Added to 147 12 0.0% 0.0% 587 +111 308.33% Q1 2026 May 11, 2026
DUNCKER STREETT & CO INC History No change 148 12 0.0% 0.0% 586 0 0.0% Q1 2026 Apr 29, 2026
North Star Investment Management Corp. History Added to 140 11 0.0% 0.0% 589 +19 15.7% Q1 2026 Apr 23, 2026
Independence Bank of Kentucky History No change 136 11 0.0% 0.0% 590 0 0.0% Q1 2026 Apr 30, 2026
CVA Family Office, LLC History No change 136 11 0.0% 0.0% 591 0 0.0% Q1 2026 Apr 29, 2026
Financial Connections Group, Inc. History No change 143 11 0.0% 0.0% 592 0 0.0% Q1 2026 May 01, 2026
RMG Wealth Management LLC History New 119 10 0.0% — 595 +119 New Q1 2026 May 14, 2026
Dogwood Wealth Management LLC History Added to 125 10 0.0% 0.0% 594 +109 681.25% Q1 2026 May 12, 2026
Golden State Wealth Management, LLC History No change 121 10 0.0% 0.0% 593 0 0.0% Q1 2026 Apr 28, 2026
Penserra Capital Management LLC History Reduced 117 9 0.0% 0.0% 597 -45 -27.78% Q1 2026 May 11, 2026
DB Fitzpatrick & Co, Inc History Reduced 120 9 0.01% 0.01% 598 -40 -25.0% Q1 2026 Apr 27, 2026
IMA Advisory Services, Inc. History Reduced 117 9 0.0% 0.0% 596 -6 -4.88% Q1 2026 May 06, 2026
Rachor Investment Advisory Services, LLC History No change 120 9 0.0% 0.0% 599 0 0.0% Q1 2026 May 07, 2026
Legacy Wealth Managment, LLC/ID History No change 111 9 0.0% 0.0% 600 0 0.0% Q1 2026 May 07, 2026
Costello Asset Management, INC History Reduced 100 8 0.0% 0.0% 602 -100 -50.0% Q1 2026 Apr 30, 2026
Main Street Group, LTD History New 100 8 0.0% — 605 +100 New Q1 2026 May 06, 2026
PlanVest Financial, Inc History New 100 8 0.01% — 606 +100 New Q1 2026 May 14, 2026
Acumen Wealth Advisors, LLC History Added to 98 8 0.0% 0.0% 604 +33 50.77% Q1 2026 May 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 100 8 0.01% 0.01% 601 0 0.0% Q1 2026 May 12, 2026
HOEY INVESTMENTS, INC History No change 100 8 0.0% 0.0% 603 0 0.0% Q1 2026 Apr 28, 2026
Turim 21 Investimentos Ltda. History New 92 7 0.0% — 610 +92 New Q1 2026 May 15, 2026
Burk Holdings LLC History New 88 7 0.0% — 611 +88 New Q1 2026 May 07, 2026
Kozak & Associates, Inc. History No change 79 7 0.0% 0.0% 607 0 0.0% Q1 2026 Apr 14, 2026
ORG Partners LLC History No change 98 7 0.0% 0.0% 608 0 0.0% Q4 2025 Jan 14, 2026
WPG Advisers, LLC History No change 93 7 0.01% 0.01% 609 0 0.0% Q1 2026 Apr 29, 2026
Archer Investment Corp History No change 80 6 0.0% 0.0% 612 0 0.0% Q1 2026 May 04, 2026
Destiny Wealth Partners, LLC History New 72 5 0.0% — 615 +72 New Q1 2026 May 11, 2026
TIAA Wealth Investment Management LLC History New 68 5 0.0% — 616 +68 New Q1 2026 May 12, 2026
Truvestments Capital LLC History New 65 5 0.0% — 614 +65 New Q1 2026 May 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 69 5 0.0% 0.0% 613 0 0.0% Q1 2026 May 05, 2026
True Link Financial Advisors, LLC History New 55 4 0.0% — 624 +55 New Q1 2026 Apr 29, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 54 4 0.0% 0.0% 617 0 0.0% Q1 2026 May 07, 2026
New England Capital Financial Advisors LLC History No change 50 4 0.0% 0.0% 618 0 0.0% Q1 2026 Apr 27, 2026
Nemes Rush Group LLC History No change 50 4 0.0% 0.0% 619 0 0.0% Q1 2026 Apr 21, 2026
WealthCollab, LLC History No change 52 4 0.0% 0.0% 620 0 0.0% Q1 2026 May 13, 2026
Murphy & Mullick Capital Management Corp History No change 52 4 0.0% 0.0% 621 0 0.0% Q1 2026 Apr 17, 2026
Kilter Group LLC History No change 55 4 0.0% 0.0% 622 0 0.0% Q1 2026 May 14, 2026
Godfrey Financial Associates, Inc. History No change 55 4 0.0% 0.0% 623 0 0.0% Q1 2026 May 11, 2026
MidFirst Bank History New 46 3 0.0% — 636 +46 New Q1 2026 May 15, 2026
GHP Investment Advisors, Inc. History New 44 3 0.0% — 635 +44 New Q1 2026 Apr 21, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 40 3 0.0% 0.0% 626 -43 -51.81% Q1 2026 May 14, 2026
Stone House Investment Management, LLC History Added to 41 3 0.0% — 629 +30 272.73% Q1 2026 Apr 22, 2026
Rakuten Securities, Inc. History Reduced 38 3 0.0% 0.0% 632 -16 -29.63% Q1 2026 May 01, 2026
Glen Eagle Advisors, LLC History Added to 39 3 0.0% 0.0% 634 +8 25.81% Q1 2026 May 15, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 44 3 0.0% 0.0% 625 0 0.0% Q1 2026 Apr 17, 2026
Clean Yield Group History No change 48 3 0.0% 0.0% 627 0 0.0% Q1 2026 Apr 14, 2026
JNBA Financial Advisors History No change 39 3 0.0% 0.0% 628 0 0.0% Q1 2026 Apr 22, 2026
TUCKER ASSET MANAGEMENT LLC History No change 42 3 0.0% 0.0% 630 0 0.0% Q4 2025 Feb 05, 2026
Beaird Harris Wealth Management, LLC History No change 40 3 0.0% 0.0% 631 0 0.0% Q1 2026 May 14, 2026
Wiser Advisor Group LLC History No change 41 3 0.0% 0.0% 633 0 0.0% Q1 2026 Apr 22, 2026
Keating Financial Advisory Services, Inc. History Reduced 32 2 0.0% 0.01% 644 -914 -96.62% Q1 2026 May 15, 2026
Silicon Valley Capital Partners History New 28 2 0.0% — 645 +28 New Q1 2026 May 19, 2026
Financial Network Wealth Advisors LLC History Reduced 29 2 0.0% 0.0% 642 -16 -35.56% Q1 2026 May 14, 2026
Crewe Advisors LLC History Reduced 36 2 0.0% 0.0% 640 -12 -25.0% Q1 2026 May 07, 2026
CENTRAL TRUST Co History Reduced 30 2 0.0% 0.0% 637 -5 -14.29% Q1 2026 Apr 17, 2026
ST GERMAIN D J CO INC History No change 34 2 0.0% 0.0% 638 0 0.0% Q1 2026 Apr 13, 2026
Wilmington Savings Fund Society, FSB History No change 34 2 0.0% 0.0% 639 0 0.0% Q1 2026 Apr 30, 2026
Stephens Consulting, LLC History No change 37 2 0.0% 0.0% 641 0 0.0% Q4 2025 Jan 13, 2026
Westfuller Advisors, LLC History No change 35 2 0.0% 0.0% 643 0 0.0% Q1 2026 Apr 28, 2026
Abound Wealth Management History Reduced 21 1 0.0% 0.0% 648 -49 -70.0% Q1 2026 Apr 10, 2026
TD Capital Management LLC History No change 23 1 0.0% 0.0% 646 0 0.0% Q1 2026 May 11, 2026
Nalls Sherbakoff Group, LLC History No change 25 1 0.0% 0.0% 647 0 0.0% Q4 2025 Mar 12, 2026
Caitlin John, LLC History No change 16 1 0.0% 0.0% 649 0 0.0% Q1 2026 May 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.02% — -184,943 -100.0% Q1 2026 May 15, 2026
PEAK6 LLC History Closed out 0 0 — 0.02% — -170,800 -100.0% Q1 2026 May 13, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 — 0.36% — -94,331 -100.0% Q1 2026 May 15, 2026
Caprock Group, LLC History Closed out 0 0 — 0.11% — -65,429 -100.0% Q1 2026 May 11, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 — 0.02% — -49,430 -100.0% Q1 2026 May 15, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.13% — -48,752 -100.0% Q1 2026 May 15, 2026
Forum Financial Management, LP History Closed out 0 0 — 0.05% — -44,246 -100.0% Q1 2026 Apr 23, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Closed out 0 0 — 3.21% — -41,574 -100.0% Q1 2026 May 12, 2026
Engineers Gate Manager LP History Closed out 0 0 — 0.03% — -26,834 -100.0% Q1 2026 May 15, 2026
Mork Capital Management, LLC History Closed out 0 0 — 0.97% — -20,300 -100.0% Q1 2026 May 15, 2026
Entropy Technologies, LP History Closed out 0 0 — 0.06% — -14,925 -100.0% Q1 2026 May 14, 2026
HighPoint Advisor Group LLC History Closed out 0 0 — 0.05% — -14,665 -100.0% Q1 2026 May 14, 2026
EDGAR LOMAX CO/VA History Closed out 0 0 — 0.02% — -12,845 -100.0% Q1 2026 May 12, 2026
GC Wealth Management RIA, LLC History Closed out 0 0 — 0.04% — -12,390 -100.0% Q1 2026 May 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 — 0.0% — -12,030 -100.0% Q1 2026 May 14, 2026
BRANDES INVESTMENT PARTNERS, LP History Closed out 0 0 — 0.01% — -10,175 -100.0% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 — 0.09% — -7,302 -100.0% Q1 2026 May 12, 2026
Wealthspire Advisors, LLC History Closed out 0 0 — 0.0% — -6,302 -100.0% Q1 2026 May 01, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 — 0.0% — -4,961 -100.0% Q1 2026 May 12, 2026
Hilltop Holdings Inc. History Closed out 0 0 — 0.02% — -4,848 -100.0% Q1 2026 May 14, 2026
AlTi Global, Inc. History Closed out 0 0 — 0.01% — -4,798 -100.0% Q1 2026 May 07, 2026
Sage Mountain Advisors LLC History Closed out 0 0 — 0.02% — -4,711 -100.0% Q1 2026 May 11, 2026
CreativeOne Wealth, LLC History Closed out 0 0 — 0.01% — -4,045 -100.0% Q1 2026 May 15, 2026
StoneX Group Inc. History Closed out 0 0 — 0.01% — -4,037 -100.0% Q1 2026 May 14, 2026
Jump Financial, LLC History Closed out 0 0 — 0.0% — -3,900 -100.0% Q1 2026 May 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -3,358 -100.0% Q1 2026 May 01, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.04% — -3,243 -100.0% Q1 2026 Apr 20, 2026
WEXFORD CAPITAL LP History Closed out 0 0 — 0.05% — -3,141 -100.0% Q1 2026 May 15, 2026
FMB WEALTH MANAGEMENT History Closed out 0 0 — 0.09% — -3,010 -100.0% Q1 2026 Apr 15, 2026
Interchange Capital Partners, LLC History Closed out 0 0 — 0.04% — -3,007 -100.0% Q1 2026 Apr 23, 2026
B. Riley Wealth Advisors, Inc. History Closed out 0 0 — 0.01% — -2,547 -100.0% Q1 2026 Apr 24, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — 0.03% — -1,446 -100.0% Q1 2026 May 11, 2026
State of Wyoming History Closed out 0 0 — 0.01% — -814 -100.0% Q1 2026 May 13, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Closed out 0 0 — 0.01% — -700 -100.0% Q1 2026 May 12, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.01% — -469 -100.0% Q1 2026 May 15, 2026
Inlight Wealth Management, LLC History Closed out 0 0 — 0.01% — -400 -100.0% Q1 2026 May 04, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -191 -100.0% Q1 2026 May 15, 2026
YANKCOM Partnership History Closed out 0 0 — 0.0% — -148 -100.0% Q1 2026 Apr 20, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.0% — -121 -100.0% Q1 2026 May 06, 2026
Bangor Savings Bank History Closed out 0 0 — 0.0% — -104 -100.0% Q1 2026 Apr 01, 2026
Wealth Watch Advisors, INC History Closed out 0 0 — 0.0% — -50 -100.0% Q1 2026 May 15, 2026
Quaker Wealth Management, LLC History Closed out 0 0 — 0.0% — -34 -100.0% Q1 2026 Apr 10, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 11 0 — — — +11 New Q1 2026 Apr 28, 2026
CULLEN/FROST BANKERS, INC. History Closed out 0 0 — — — -11 -100.0% Q1 2026 May 05, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 — — — -11 -100.0% Q1 2026 May 12, 2026
Nvest Wealth Strategies, Inc. History New 10 0 — — — +10 New Q1 2026 Apr 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 6 0 — — — 0 0.0% Q1 2026 Apr 16, 2026
ALERUS FINANCIAL NA History No change 1 0 — — — 0 0.0% Q1 2026 May 12, 2026
Trust Co History No change 12 0 — — — 0 0.0% Q1 2026 Apr 13, 2026
TSFG, LLC History No change 5 0 — — — 0 0.0% Q1 2026 Apr 27, 2026