SPDR SERIES TRUST - HYMB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,852,953 | 169,953 | 0.05% | 0.05% | 1 | +315,175 | 4.82% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 6,825,158 | 169,263 | 0.16% | 0.17% | 2 | -199,902 | -2.85% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,886,506 | 145,985 | 0.03% | 0.03% | 3 | +195,414 | 3.43% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,491,618 | 136,192 | 0.02% | 0.02% | 4 | -913,817 | -14.27% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,092,983 | 126,305 | 0.01% | 0.01% | 5 | -1,716,935 | -25.21% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 4,450,655 | 110,376 | 0.01% | 0.01% | 6 | -289,801 | -6.11% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,320,304 | 82,343 | 0.02% | 0.02% | 7 | +114,899 | 3.58% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 2,717,948 | 67,405 | 0.0% | 0.0% | 8 | +109,769 | 4.21% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 1,681,599 | 41,703 | 1.14% | 1.16% | 9 | +19,180 | 1.15% | Q1 2026 | May 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,673,925 | 41,513 | 0.61% | 0.87% | 10 | -627,585 | -27.27% | Q1 2026 | Apr 09, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 1,645,639 | 40,811 | 1.14% | 1.01% | 11 | +196,346 | 13.55% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,534,885 | 38,065 | 0.01% | 0.01% | 12 | +814,094 | 112.94% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,516,549 | 37,603 | 0.01% | 0.01% | 13 | -64,324 | -4.07% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,417,335 | 35,149 | 0.05% | 0.06% | 14 | -171,084 | -10.77% | Q1 2026 | May 15, 2026 |
| Cercano Management LLC | History | No change | 1,387,825 | 34,418 | 1.49% | 1.31% | 15 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,294,400 | 32,101 | 0.01% | 0.0% | 16 | +185,966 | 16.78% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 1,219,159 | 30,235 | 0.0% | 0.0% | 17 | +70,032 | 6.09% | Q1 2026 | May 05, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 1,088,948 | 27,005 | 3.51% | 3.12% | 18 | +26,243 | 2.47% | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,002,016 | 24,729 | 0.0% | 0.0% | 19 | +646,255 | 181.65% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 865,607 | 21,462 | 0.13% | 0.15% | 20 | -105,979 | -10.91% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 762,408 | 18,907 | 0.02% | 0.01% | 21 | +317,316 | 71.29% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 654,772 | 16,238 | 0.02% | 0.02% | 22 | -120,779 | -15.57% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 614,052 | 15,265 | 0.14% | 0.12% | 23 | +166,439 | 37.18% | Q1 2026 | Apr 07, 2026 |
| Jordan Park Group LLC | History | Reduced | 562,231 | 13,943 | 0.74% | 0.98% | 24 | -117,895 | -17.33% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 551,000 | 13,664 | 0.07% | 0.05% | 25 | +212,136 | 62.6% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 532,181 | 13,198 | 0.02% | 0.01% | 26 | +39,362 | 7.99% | Q1 2026 | May 13, 2026 |
| Parkside Investments, LLC | History | Reduced | 529,675 | 13,135 | 1.6% | 1.7% | 27 | -12,225 | -2.26% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 496,958 | 12,324 | 0.12% | — | 28 | +496,958 | New | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 491,674 | 12,194 | 0.32% | 0.31% | 29 | +52,924 | 12.06% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 455,520 | 11,296 | 0.13% | 0.01% | 30 | +415,366 | 1034.43% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 418,556 | 10,380 | 0.02% | 0.02% | 31 | -133,742 | -24.22% | Q1 2026 | May 15, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 405,317 | 10,051 | 1.71% | 1.8% | 32 | -4,310 | -1.05% | Q1 2026 | Apr 15, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 364,264 | 9,179 | 0.35% | 0.65% | 33 | -278,083 | -43.29% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 362,279 | 8,984 | 0.16% | 0.18% | 34 | -42,816 | -10.57% | Q1 2026 | Apr 10, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 360,120 | 8,930 | 0.85% | 0.84% | 35 | -8,772 | -2.38% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 346,081 | 8,582 | 0.07% | 0.07% | 36 | -5,865 | -1.67% | Q1 2026 | May 01, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 332,193 | 8,238 | 0.14% | 0.13% | 37 | +26,161 | 8.55% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 331,226 | 8,214 | 0.01% | 0.01% | 38 | -18,237 | -5.22% | Q1 2026 | May 07, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 321,392 | 7,970 | 0.69% | 0.91% | 39 | -76,326 | -19.19% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 317,206 | 7,866 | 0.01% | 0.01% | 40 | +59,099 | 22.9% | Q1 2026 | Apr 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 315,994 | 7,836 | 0.14% | 0.26% | 41 | -269,318 | -46.01% | Q1 2026 | May 04, 2026 |
| Dakota Wealth Management | History | Added to | 299,109 | 7,417 | 0.16% | 0.12% | 42 | +28,700 | 10.61% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 290,915 | 7,214 | 0.07% | 0.03% | 43 | +158,846 | 120.28% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 273,296 | 6,777 | 0.05% | 0.07% | 44 | +46,379 | 20.44% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 264,092 | 6,499 | 0.0% | 0.0% | 45 | +55,767 | 26.77% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 259,869 | 6,444 | 0.01% | 0.01% | 46 | -26,561 | -9.27% | Q1 2026 | May 12, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 254,493 | 6,341 | 1.44% | 0.95% | 47 | -1,761 | -0.69% | Q1 2026 | Apr 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 254,447 | 6,310 | 0.03% | — | 48 | +254,447 | New | Q1 2026 | May 14, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 247,535 | 6,173 | 1.31% | 1.31% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Added to | 246,610 | 6,115 | 0.07% | 0.07% | 50 | +9,666 | 4.08% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 245,262 | 6,082 | 0.05% | 0.04% | 51 | +39,526 | 19.21% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 237,727 | 5,896 | 0.01% | 0.01% | 52 | -53,585 | -18.39% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | New | 235,375 | 5,837 | 0.0% | — | 53 | +235,375 | New | Q1 2026 | May 12, 2026 |
| Keystone Financial Group | History | Added to | 229,586 | 5,768 | 0.39% | 0.34% | 54 | +44,081 | 23.76% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 226,270 | 5,611 | 0.15% | 0.08% | 55 | +120,852 | 114.64% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 215,702 | 5,349 | 0.17% | 0.17% | 56 | +32,483 | 17.73% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 212,742 | 5,275 | 0.0% | 0.0% | 57 | +3,450 | 1.65% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 206,843 | 5,129 | 0.05% | 0.06% | 58 | +5,688 | 2.83% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Reduced | 203,898 | 5,056 | 0.4% | 0.41% | 59 | -5,463 | -2.61% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | Added to | 193,555 | 4,800 | 0.15% | 0.14% | 60 | +1,436 | 0.75% | Q1 2026 | Apr 06, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 192,201 | 4,766 | 0.84% | 0.64% | 61 | +54,232 | 39.31% | Q1 2026 | Apr 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 189,908 | 4,709 | 0.02% | 0.03% | 62 | +17,497 | 10.15% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 187,724 | 4,655 | 0.01% | 0.01% | 63 | -32,452 | -14.74% | Q1 2026 | May 14, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 186,892 | 4,634 | 1.08% | 1.07% | 64 | +358 | 0.19% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 181,877 | 4,510 | 0.06% | 0.05% | 65 | +14,723 | 8.81% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 180,565 | 4,478 | 0.01% | 0.01% | 66 | +39,787 | 28.26% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 175,739 | 4,382 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Erickson Financial Group, LLC | History | Added to | 176,617 | 4,380 | 2.74% | 2.3% | 68 | +26,389 | 17.57% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 164,667 | 4,100 | 0.01% | 0.01% | 69 | +11,844 | 7.75% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 160,395 | 3,977 | 0.02% | 0.01% | 70 | +81,586 | 103.52% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 144,675 | 3,587 | 0.04% | 0.05% | 71 | -11,166 | -7.16% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Reduced | 138,687 | 3,566 | 0.02% | 0.03% | 72 | -59,346 | -29.97% | Q1 2026 | May 15, 2026 |
| Melone Private Wealth, LLC | History | Added to | 133,072 | 3,300 | 1.35% | 0.98% | 73 | +40,189 | 43.27% | Q1 2026 | Apr 08, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 125,024 | 3,100 | 0.7% | 0.74% | 74 | -4,575 | -3.53% | Q1 2026 | Apr 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 124,905 | 3,097 | 0.05% | 0.05% | 75 | -611 | -0.49% | Q1 2026 | Apr 01, 2026 |
| Harbor Group, Inc. | History | Reduced | 118,393 | 2,936 | 0.42% | 0.44% | 76 | -487 | -0.41% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 117,918 | 2,924 | 0.01% | 0.01% | 77 | -2,506 | -2.08% | Q1 2026 | May 14, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 116,884 | 2,898 | 0.52% | 0.53% | 78 | +3,497 | 3.08% | Q1 2026 | May 01, 2026 |
| Financial Partners Group, Inc | History | Reduced | 113,892 | 2,824 | 0.34% | 0.33% | 79 | -231 | -0.2% | Q1 2026 | Apr 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 110,957 | 2,751 | 0.0% | 0.0% | 80 | -93,878 | -45.83% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 105,254 | 2,610 | 0.21% | 0.21% | 81 | +2,884 | 2.82% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 104,000 | 2,579 | 0.04% | 0.05% | 82 | -46,446 | -30.87% | Q1 2026 | May 11, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 103,342 | 2,562 | 0.08% | 0.08% | 83 | -480 | -0.46% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 98,487 | 2,442 | 0.05% | 0.05% | 84 | +5,451 | 5.86% | Q1 2026 | Apr 14, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 95,376 | 2,365 | 0.47% | 0.47% | 85 | +5,326 | 5.91% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | Added to | 94,667 | 2,347 | 0.0% | 0.0% | 86 | +26,838 | 39.57% | Q1 2026 | May 15, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 92,585 | 2,296 | 0.32% | 0.32% | 88 | -1,509 | -1.6% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 92,597 | 2,296 | 0.01% | 0.01% | 87 | +1,320 | 1.45% | Q1 2026 | May 08, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 92,438 | 2,292 | 0.07% | 0.06% | 89 | +18,045 | 24.26% | Q1 2026 | Apr 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 91,565 | 2,270 | 0.12% | 0.13% | 90 | +3,185 | 3.6% | Q1 2026 | May 11, 2026 |
| Friday Financial | History | Added to | 90,138 | 2,235 | 0.77% | 0.76% | 91 | +3,802 | 4.4% | Q1 2026 | Apr 16, 2026 |
| Waverly Advisors, LLC | History | Reduced | 89,805 | 2,227 | 0.02% | 0.02% | 92 | -13,766 | -13.29% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 88,491 | 2,206 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 88,491 | 2,194 | 0.0% | — | 94 | +88,491 | New | Q1 2026 | May 12, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 88,465 | 2,193 | 0.19% | 0.14% | 95 | +21,858 | 32.82% | Q1 2026 | May 07, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 87,366 | 2,166 | 0.99% | 2.82% | 96 | -233,292 | -72.75% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 86,092 | 2,135 | 0.02% | 0.02% | 97 | +4,619 | 5.67% | Q1 2026 | Apr 07, 2026 |
| Wedmont Private Capital | History | Added to | 84,517 | 2,115 | 0.07% | 0.07% | 98 | +22 | 0.03% | Q1 2026 | Apr 09, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 84,591 | 2,097 | 0.02% | 0.02% | 99 | -1,619 | -1.88% | Q1 2026 | Apr 13, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 82,345 | 2,042 | 0.71% | 0.77% | 100 | -5,274 | -6.02% | Q1 2026 | Apr 28, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 80,169 | 1,988 | 0.33% | 0.31% | 101 | +6,778 | 9.24% | Q1 2026 | Apr 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 76,850 | 1,905 | 0.01% | 0.01% | 102 | -433 | -0.56% | Q1 2026 | May 13, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 76,010 | 1,885 | 0.82% | 0.81% | 103 | +1,776 | 2.39% | Q1 2026 | May 12, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 74,869 | 1,856 | 0.25% | 0.24% | 104 | +229 | 0.31% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Reduced | 73,151 | 1,814 | 0.0% | 0.0% | 106 | -8,744 | -10.68% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 73,131 | 1,814 | 0.0% | 0.0% | 105 | +4,847 | 7.1% | Q1 2026 | Apr 30, 2026 |
| Missouri Trust & Investment Co | History | Added to | 71,400 | 1,770 | 0.52% | 0.39% | 107 | +18,250 | 34.34% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 70,584 | 1,750 | 0.97% | 0.94% | 108 | +10,934 | 18.33% | Q1 2026 | May 11, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 66,538 | 1,747 | 0.16% | 0.16% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 70,068 | 1,737 | 0.04% | 0.04% | 110 | -3,698 | -5.01% | Q1 2026 | May 15, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 69,491 | 1,723 | 0.26% | 0.25% | 111 | +2,396 | 3.57% | Q1 2026 | Apr 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 69,132 | 1,714 | 0.05% | 0.05% | 112 | +4,960 | 7.73% | Q1 2026 | May 13, 2026 |
| ENTREWEALTH, LLC | History | No change | 68,443 | 1,697 | 0.76% | 0.77% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Traveka Wealth, LLC | History | No change | 68,076 | 1,688 | 0.64% | 0.69% | 114 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 65,966 | 1,635 | 0.09% | 0.09% | 115 | +2,703 | 4.27% | Q1 2026 | May 14, 2026 |
| DRAVO BAY LLC | History | Reduced | 65,608 | 1,627 | 0.66% | 0.68% | 116 | -302 | -0.46% | Q1 2026 | May 07, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Added to | 65,584 | 1,626 | 2.79% | 0.98% | 117 | +20,933 | 46.88% | Q1 2026 | Apr 22, 2026 |
| APS Management Group, Inc. | History | Added to | 63,714 | 1,580 | 1.35% | 1.18% | 118 | +8,294 | 14.97% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 61,123 | 1,524 | 0.01% | 0.01% | 119 | +338 | 0.56% | Q1 2026 | May 15, 2026 |
| Orcam Financial Group | History | Added to | 61,453 | 1,524 | 1.08% | 1.14% | 120 | +273 | 0.45% | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 60,462 | 1,499 | 0.01% | 0.01% | 121 | +6,509 | 12.06% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 59,242 | 1,469 | 0.07% | 0.06% | 122 | +5,122 | 9.46% | Q1 2026 | May 12, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 58,576 | 1,452 | 0.73% | 0.72% | 123 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 58,179 | 1,442 | 0.0% | 0.0% | 124 | -51 | -0.09% | Q1 2026 | May 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 57,059 | 1,415 | 0.03% | 0.03% | 125 | -13,501 | -19.13% | Q1 2026 | May 07, 2026 |
| Manske Wealth Management | History | Added to | 56,992 | 1,413 | 0.4% | 0.4% | 126 | +2,526 | 4.64% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 56,782 | 1,408 | 0.0% | 0.0% | 127 | +40,000 | 238.35% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 56,468 | 1,400 | 0.0% | 0.0% | 128 | -9,740 | -14.71% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 55,285 | 1,371 | 0.01% | 0.01% | 129 | -2,156 | -3.75% | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 54,651 | 1,355 | 0.1% | 0.17% | 130 | -44,408 | -44.83% | Q1 2026 | May 07, 2026 |
| Breakwater Capital Group | History | Added to | 54,621 | 1,354 | 0.18% | 0.15% | 131 | +11,539 | 26.78% | Q1 2026 | Apr 20, 2026 |
| Artesa Financial Group, LLC | History | Reduced | 54,371 | 1,348 | 1.28% | 1.45% | 132 | -2,295 | -4.05% | Q1 2026 | Apr 21, 2026 |
| New Insight Wealth Advisors | History | Added to | 53,453 | 1,325 | 0.48% | 0.46% | 133 | +1,927 | 3.74% | Q1 2026 | May 07, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 53,164 | 1,318 | 0.02% | 0.03% | 134 | -11,347 | -17.59% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 52,802 | 1,309 | 0.01% | 0.01% | 135 | +5,392 | 11.37% | Q1 2026 | May 08, 2026 |
| FC Advisory LLC | History | Reduced | 52,498 | 1,301 | 0.38% | 0.39% | 136 | -1,895 | -3.48% | Q1 2026 | Apr 14, 2026 |
| NICOLET BANKSHARES INC | History | New | 52,011 | 1,289 | 0.05% | — | 137 | +52,011 | New | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | No change | 51,700 | 1,282 | 0.05% | 0.06% | 138 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 83,051 | 1,279 | 0.06% | 0.01% | 139 | -48,919 | -37.07% | Q1 2026 | May 15, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 51,317 | 1,279 | 0.37% | 0.37% | 140 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| McAdam, LLC | History | Added to | 49,828 | 1,235 | 0.06% | 0.06% | 141 | +991 | 2.03% | Q1 2026 | May 08, 2026 |
| KWMG, LLC | History | Reduced | 48,548 | 1,203 | 0.1% | 0.11% | 142 | -4,140 | -7.86% | Q1 2026 | Apr 09, 2026 |
| Eddie Patel Inc | History | New | 48,451 | 1,201 | 0.92% | — | 143 | +48,451 | New | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Reduced | 47,381 | 1,193 | 0.02% | 0.02% | 144 | -3,248 | -6.42% | Q1 2026 | Apr 20, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 47,493 | 1,177 | 0.06% | 0.07% | 145 | -1,658 | -3.37% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 47,347 | 1,174 | 0.22% | 0.23% | 146 | +1,500 | 3.27% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 47,039 | 1,166 | 0.02% | 0.02% | 147 | +2,433 | 5.45% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 46,634 | 1,156 | 0.03% | 0.04% | 149 | +13,282 | 39.82% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 46,633 | 1,156 | 0.01% | 0.01% | 148 | +13,281 | 39.82% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Added to | 45,709 | 1,133 | 0.09% | 0.1% | 150 | +2,753 | 6.41% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 45,155 | 1,119 | 0.0% | 0.0% | 151 | -7,831 | -14.78% | Q1 2026 | May 14, 2026 |
| ACT Advisors, LLC. | History | Added to | 44,872 | 1,112 | 0.47% | 0.42% | 152 | +2,606 | 6.17% | Q1 2026 | Apr 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 44,666 | 1,107 | 0.02% | 0.02% | 153 | -11,115 | -19.93% | Q1 2026 | May 13, 2026 |
| Able Wealth Management LLC | History | Reduced | 44,544 | 1,104 | 0.3% | 0.51% | 154 | -19,756 | -30.72% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 41,630 | 1,045 | 0.02% | — | 155 | +41,630 | New | Q1 2026 | May 01, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 15,798 | 1,040 | 0.61% | 0.15% | 156 | +5,446 | 52.61% | Q1 2026 | May 14, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 41,358 | 1,025 | 0.34% | 0.4% | 157 | -8,425 | -16.92% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 40,814 | 1,012 | 0.09% | 0.09% | 158 | -369 | -0.9% | Q1 2026 | Apr 30, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 39,884 | 994 | 0.11% | 0.11% | 159 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 38,717 | 960 | 0.03% | 0.03% | 160 | -1,315 | -3.28% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 37,900 | 939 | 0.03% | 0.03% | 161 | -109 | -0.29% | Q1 2026 | Apr 27, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 37,200 | 922 | 0.05% | — | 162 | +37,200 | New | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 36,874 | 914 | 0.02% | 0.02% | 163 | +5,079 | 15.97% | Q1 2026 | Apr 16, 2026 |
| FIRST INTERSTATE BANK | History | No change | 36,770 | 911 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 36,068 | 894 | 0.16% | 0.18% | 165 | -4,770 | -11.68% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Reduced | 35,759 | 886 | 0.01% | 0.02% | 166 | -3,170 | -8.14% | Q1 2026 | Apr 27, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 35,548 | 881 | 0.13% | 0.13% | 167 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Added to | 35,425 | 878 | 0.04% | 0.04% | 168 | +2,083 | 6.25% | Q1 2026 | Apr 30, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 35,225 | 873 | 0.23% | 0.23% | 169 | +687 | 1.99% | Q1 2026 | May 01, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 34,962 | 871 | 0.24% | 0.24% | 170 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| K2 Financial Inc. | History | Reduced | 34,438 | 866 | 0.63% | 0.68% | 171 | -794 | -2.25% | Q1 2026 | Apr 28, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 34,754 | 861 | 0.06% | 0.06% | 172 | +14 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Rede Wealth, LLC | History | Added to | 34,672 | 859 | 0.31% | 0.27% | 173 | +2,939 | 9.26% | Q1 2026 | Apr 10, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 33,903 | 853 | 0.13% | 0.15% | 174 | -4,212 | -11.05% | Q1 2026 | Apr 23, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 34,077 | 845 | 0.14% | 0.15% | 175 | -3,987 | -10.47% | Q1 2026 | Apr 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 34,025 | 843 | 0.01% | 0.01% | 176 | -4,212 | -11.02% | Q1 2026 | May 11, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 33,624 | 843 | 0.61% | 0.61% | 177 | +959 | 2.94% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 33,677 | 835 | 0.02% | 0.02% | 178 | +2,298 | 7.32% | Q1 2026 | Apr 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 32,904 | 816 | 0.15% | 0.14% | 179 | +3,608 | 12.32% | Q1 2026 | Apr 15, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 32,734 | 811 | 0.21% | 0.21% | 180 | +1,433 | 4.58% | Q1 2026 | Apr 09, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 31,550 | 782 | 0.19% | 0.1% | 181 | +15,000 | 90.63% | Q1 2026 | Apr 28, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 31,289 | 775 | 0.13% | 0.1% | 182 | +7,952 | 34.07% | Q1 2026 | Apr 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 30,632 | 759 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 30,469 | 755 | 0.37% | 0.38% | 184 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 30,375 | 753 | 0.51% | 0.51% | 185 | +3,466 | 12.88% | Q1 2026 | Apr 16, 2026 |
| SimpliFi, Inc. | History | Added to | 30,116 | 746 | 0.31% | 0.32% | 186 | +224 | 0.75% | Q1 2026 | Apr 22, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 29,611 | 734 | 0.08% | 0.08% | 187 | +103 | 0.35% | Q1 2026 | Apr 10, 2026 |
| Pure Financial Advisors, LLC | History | No change | 29,591 | 733 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Howard Capital Management Inc. | History | Added to | 29,047 | 720 | 0.01% | 0.01% | 189 | +4 | 0.01% | Q1 2026 | May 05, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 28,448 | 705 | 0.46% | 0.57% | 190 | -8,873 | -23.77% | Q1 2026 | Apr 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 28,455 | 705 | 0.08% | 0.08% | 191 | -1,890 | -6.23% | Q1 2026 | Apr 23, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 27,931 | 692 | 0.02% | 1.28% | 193 | -2,114,815 | -98.7% | Q1 2026 | Apr 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 27,909 | 692 | 0.0% | 0.0% | 192 | -13,707 | -32.94% | Q1 2026 | Apr 24, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 27,905 | 692 | 0.13% | 0.18% | 194 | -9,347 | -25.09% | Q1 2026 | Apr 23, 2026 |
| Clifford Group, LLC | History | Added to | 27,864 | 691 | 0.53% | 0.48% | 195 | +2,770 | 11.04% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,645 | 685 | 0.01% | 0.01% | 196 | +3,736 | 15.63% | Q1 2026 | Apr 20, 2026 |
| Syverson Strege & Co | History | Added to | 27,448 | 680 | 0.16% | 0.16% | 197 | +698 | 2.61% | Q1 2026 | May 04, 2026 |
| James J. Burns & Company, LLC | History | Added to | 27,289 | 676 | 0.09% | 0.09% | 198 | +1,878 | 7.39% | Q1 2026 | Apr 17, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 27,186 | 674 | 0.55% | 0.54% | 199 | +48 | 0.18% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 26,900 | 667 | 0.0% | — | 200 | +26,900 | New | Q1 2026 | May 14, 2026 |
| Kuhn & Co Investment Counsel | History | Reduced | 26,871 | 666 | 0.43% | 0.47% | 201 | -1,310 | -4.65% | Q1 2026 | May 12, 2026 |
| Trust Point Inc. | History | Reduced | 26,827 | 665 | 0.06% | 0.06% | 202 | -4,912 | -15.48% | Q1 2026 | Apr 15, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 26,664 | 661 | 0.13% | 0.16% | 203 | -4,253 | -13.76% | Q1 2026 | May 14, 2026 |
| Clark Asset Management, LLC | History | No change | 26,599 | 659 | 0.06% | 0.07% | 204 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 26,478 | 656 | 0.05% | 0.05% | 205 | +800 | 3.12% | Q1 2026 | Apr 20, 2026 |
| Advisory Alpha, LLC | History | Added to | 26,345 | 653 | 0.02% | 0.01% | 206 | +4,692 | 21.67% | Q1 2026 | May 14, 2026 |
| American Alpha Advisors, LLC | History | No change | 26,000 | 644 | 0.34% | 0.38% | 207 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elyxium Wealth, LLC | History | Added to | 25,844 | 640 | 0.21% | 0.14% | 208 | +5,062 | 24.36% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 24,877 | 616 | 0.0% | 0.0% | 209 | -23,971 | -49.07% | Q1 2026 | Apr 27, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 24,812 | 615 | 0.0% | 0.0% | 210 | -1,702 | -6.42% | Q1 2026 | Apr 30, 2026 |
| Ariadne Wealth Management, LP | History | No change | 24,800 | 615 | 0.28% | 0.26% | 211 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | New | 24,081 | 597 | 0.02% | — | 212 | +24,081 | New | Q1 2026 | May 04, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | New | 23,886 | 592 | 0.08% | — | 213 | +23,886 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 23,550 | 584 | 0.0% | 0.0% | 214 | -5,662 | -19.38% | Q1 2026 | Apr 24, 2026 |
| Pallas Capital Advisors LLC | History | No change | 23,340 | 578 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SAXON INTERESTS, INC. | History | No change | 23,305 | 577 | 0.2% | 0.2% | 216 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OneAscent Financial Services LLC | History | Added to | 22,956 | 569 | 0.03% | 0.05% | 217 | +596 | 2.67% | Q1 2026 | Apr 21, 2026 |
| Tenzing Financial LLC | History | Added to | 21,875 | 548 | 0.41% | 0.39% | 218 | +2,423 | 12.46% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 22,008 | 545 | 0.0% | 0.0% | 219 | -7,430 | -25.24% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | New | 21,967 | 544 | 0.0% | — | 220 | +21,967 | New | Q1 2026 | May 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | New | 21,924 | 543 | 0.07% | — | 222 | +21,924 | New | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 21,786 | 543 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | Reduced | 21,556 | 534 | 0.0% | 0.0% | 223 | -65 | -0.3% | Q1 2026 | Apr 27, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 21,512 | 533 | 0.16% | 0.16% | 224 | -442 | -2.01% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 21,384 | 530 | 0.0% | — | 225 | +21,384 | New | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 21,170 | 527 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MBL Wealth, LLC | History | Added to | 21,175 | 525 | 0.04% | 0.04% | 227 | +1,035 | 5.14% | Q1 2026 | Apr 28, 2026 |
| WBH ADVISORY INC | History | Reduced | 20,892 | 519 | 0.04% | 0.04% | 228 | -396 | -1.86% | Q1 2026 | Apr 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 20,820 | 516 | 0.15% | 0.15% | 229 | +1,324 | 6.79% | Q1 2026 | Apr 06, 2026 |
| ASSETMARK, INC | History | Reduced | 20,608 | 511 | 0.0% | 0.0% | 230 | -2,664 | -11.45% | Q1 2026 | May 06, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 20,591 | 510 | 0.22% | 0.22% | 231 | +611 | 3.06% | Q1 2026 | May 01, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 20,504 | 508 | 0.15% | 0.18% | 232 | -4,431 | -17.77% | Q1 2026 | Apr 28, 2026 |
| Tortoise Investment Management, LLC | History | No change | 20,355 | 504 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 20,174 | 500 | 0.01% | 0.01% | 234 | +297 | 1.49% | Q1 2026 | May 18, 2026 |
| Summit Financial, LLC | History | Added to | 20,017 | 496 | 0.01% | 0.01% | 235 | +6,187 | 44.74% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 19,961 | 495 | 0.0% | 0.0% | 236 | +19,428 | 3645.03% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Reduced | 19,771 | 490 | 0.0% | 0.0% | 237 | -20,346 | -50.72% | Q1 2026 | May 14, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 19,700 | 488 | 0.23% | 0.21% | 238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 19,637 | 487 | 0.0% | 0.0% | 239 | +269 | 1.39% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 19,307 | 478 | 0.02% | 0.02% | 240 | +54 | 0.28% | Q1 2026 | Apr 20, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 19,216 | 476 | 0.35% | 0.29% | 242 | +3,858 | 25.12% | Q1 2026 | Apr 20, 2026 |
| United Advisor Group, LLC | History | Added to | 19,222 | 476 | 0.06% | 0.06% | 241 | +33 | 0.17% | Q1 2026 | Apr 17, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 19,141 | 474 | 0.39% | 0.43% | 243 | -29 | -0.15% | Q1 2026 | May 05, 2026 |
| JHP Wealth Management, LLC | History | New | 18,819 | 466 | 0.45% | — | 244 | +18,819 | New | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 18,129 | 449 | 0.0% | 0.0% | 245 | +2,282 | 14.4% | Q1 2026 | May 14, 2026 |
| Xcel Wealth Management, LLC | History | No change | 18,000 | 446 | 0.12% | 0.11% | 246 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BCS Wealth Management | History | Reduced | 17,859 | 442 | 0.09% | 0.08% | 247 | -12,043 | -40.27% | Q1 2026 | Apr 17, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 17,606 | 436 | 0.46% | 0.3% | 248 | +6,162 | 53.84% | Q1 2026 | May 07, 2026 |
| Stablepoint Partners, LLC | History | Added to | 17,554 | 435 | 0.06% | 0.06% | 249 | +1,328 | 8.18% | Q1 2026 | Apr 30, 2026 |
| Carson Advisory Inc. | History | Added to | 17,300 | 429 | 0.22% | 0.18% | 250 | +3,700 | 27.21% | Q1 2026 | May 07, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 17,221 | 427 | 0.25% | 0.29% | 251 | -1,752 | -9.23% | Q1 2026 | Apr 21, 2026 |
| Valeo Financial Advisors, LLC | History | New | 17,088 | 423 | 0.01% | — | 252 | +17,088 | New | Q1 2026 | May 08, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 16,992 | 421 | 0.08% | 0.09% | 253 | -1,222 | -6.71% | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 16,457 | 408 | 0.02% | 0.02% | 254 | +24 | 0.15% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 16,002 | 396 | 0.01% | 0.01% | 255 | +2,668 | 20.01% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 15,616 | 387 | 0.04% | 0.04% | 256 | +273 | 1.78% | Q1 2026 | May 12, 2026 |
| Performance Wealth Partners, LLC | History | No change | 15,542 | 385 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Platform Technology Partners | History | No change | 15,282 | 379 | 0.07% | 0.08% | 258 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 15,064 | 373 | 0.05% | 0.05% | 259 | -14 | -0.09% | Q1 2026 | May 11, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | New | 15,000 | 372 | 0.02% | — | 260 | +15,000 | New | Q1 2026 | Apr 17, 2026 |
| Weaver Consulting Group | History | Added to | 14,978 | 371 | 0.09% | 0.09% | 261 | +1,000 | 7.15% | Q1 2026 | May 15, 2026 |
| Mason & Associates Inc | History | Reduced | 14,848 | 366 | 0.07% | 0.08% | 262 | -2,506 | -14.44% | Q1 2026 | Apr 30, 2026 |
| TCP Asset Management, LLC | History | Reduced | 14,705 | 364 | 0.05% | 0.07% | 263 | -1,273 | -7.97% | Q1 2026 | Apr 10, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 14,642 | 363 | 0.03% | 0.03% | 264 | -138 | -0.93% | Q1 2026 | Apr 09, 2026 |
| WPG Advisers, LLC | History | Reduced | 14,667 | 363 | 0.27% | 0.27% | 265 | -28 | -0.19% | Q1 2026 | Apr 29, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 14,550 | 360 | 0.04% | 0.05% | 266 | -3,900 | -21.14% | Q1 2026 | Apr 09, 2026 |
| DAVENPORT & Co LLC | History | New | 14,440 | 358 | 0.0% | — | 267 | +14,440 | New | Q1 2026 | Apr 15, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 14,419 | 357 | 0.13% | 0.16% | 268 | -2,367 | -14.1% | Q1 2026 | Apr 29, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 14,260 | 353 | 0.02% | 0.02% | 269 | +1,588 | 12.53% | Q1 2026 | Apr 30, 2026 |
| Veery Capital, LLC | History | Added to | 14,083 | 349 | 0.11% | 0.1% | 270 | +355 | 2.59% | Q1 2026 | Apr 09, 2026 |
| Bison Wealth, LLC | History | Reduced | 13,857 | 346 | 0.03% | 0.04% | 271 | -1,090 | -7.29% | Q1 2026 | May 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 13,606 | 337 | 0.12% | 0.19% | 274 | -7,923 | -36.8% | Q1 2026 | May 13, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 13,598 | 337 | 0.18% | 0.13% | 272 | +158 | 1.18% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 13,608 | 337 | 0.0% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 13,504 | 334 | 0.04% | 0.03% | 275 | +2,050 | 17.9% | Q1 2026 | May 01, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 13,005 | 325 | 0.14% | 0.15% | 276 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HCR Wealth Advisors | History | Reduced | 13,050 | 323 | 0.03% | 0.04% | 277 | -4,000 | -23.46% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 12,994 | 322 | 0.0% | 0.0% | 278 | -1,572 | -10.79% | Q1 2026 | May 12, 2026 |
| CABANA LLC | History | Reduced | 12,914 | 320 | 2.51% | 2.95% | 279 | -2,914 | -18.41% | Q1 2026 | Apr 28, 2026 |
| Symmetry Partners, LLC | History | Added to | 12,866 | 319 | 0.02% | 0.02% | 280 | +1,553 | 13.73% | Q1 2026 | Apr 27, 2026 |
| Lansing Street Advisors | History | New | 12,539 | 310 | 0.08% | — | 281 | +12,539 | New | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 12,426 | 308 | 0.0% | 0.0% | 282 | -597 | -4.58% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 11,847 | 293 | 0.0% | 0.0% | 283 | -325 | -2.67% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 11,777 | 292 | 0.01% | 0.04% | 284 | -48,666 | -80.52% | Q1 2026 | May 12, 2026 |
| Latitude Advisors, LLC | History | Added to | 11,783 | 292 | 0.13% | 0.12% | 285 | +544 | 4.84% | Q1 2026 | Apr 27, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 11,550 | 286 | 0.02% | 0.03% | 286 | -2,108 | -15.43% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,400 | 282 | 0.0% | 0.0% | 287 | -105,370 | -90.24% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 11,293 | 280 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 11,218 | 278 | 0.33% | 0.28% | 289 | -1,830 | -14.03% | Q1 2026 | Apr 28, 2026 |
| Fort Point Capital Partners LLC | History | No change | 11,196 | 277 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 11,135 | 276 | 0.0% | 0.0% | 291 | -133 | -1.18% | Q1 2026 | Apr 30, 2026 |
| NWAM LLC | History | New | 11,113 | 275 | 0.02% | — | 292 | +11,113 | New | Q1 2026 | May 04, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 11,084 | 274 | 0.04% | 0.06% | 293 | -577 | -4.95% | Q1 2026 | Apr 10, 2026 |
| Independent Advisor Alliance | History | New | 11,046 | 273 | 0.0% | — | 294 | +11,046 | New | Q1 2026 | May 12, 2026 |
| TSG Advice Partners, LLC | History | Added to | 10,928 | 271 | 0.04% | 0.04% | 295 | +20 | 0.18% | Q1 2026 | Apr 24, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 10,712 | 269 | 0.02% | — | 296 | +10,712 | New | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | New | 10,783 | 267 | 0.0% | — | 297 | +10,783 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 10,746 | 266 | 0.0% | 0.0% | 298 | +225 | 2.14% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 10,691 | 265 | 0.0% | 0.0% | 299 | -894 | -7.72% | Q1 2026 | Apr 08, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 10,585 | 262 | 0.1% | 0.1% | 300 | -1 | -0.01% | Q1 2026 | May 05, 2026 |