Janus Detroit Street Trust - JAAA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
931 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 40,377,740 | 2,033,826 | 0.15% | 0.11% | 1 | +10,199,976 | 33.8% | Q1 2026 | May 15, 2026 |
| ALLIANZ SE | History | Added to | 40,102,132 | 2,019,944 | 22.4% | 17.17% | 2 | +13,741,300 | 52.13% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 20,849,306 | 1,050,179 | 0.06% | 0.06% | 3 | +233,296 | 1.13% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 13,252,376 | 667,522 | 0.18% | 0.18% | 4 | -20,360 | -0.15% | Q1 2026 | May 06, 2026 |
| BARINGS LLC | History | Added to | 12,909,176 | 650,235 | 10.5% | 5.59% | 5 | +6,909,176 | 115.15% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Added to | 9,346,524 | 472,331 | 0.53% | 0.47% | 6 | +1,117,640 | 13.58% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,269,530 | 366,166 | 0.11% | 0.11% | 7 | +353,580 | 5.11% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,888,669 | 346,982 | 0.07% | 0.07% | 8 | -569,046 | -7.63% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 6,848,479 | 344,957 | 0.05% | 0.05% | 9 | +288,229 | 4.39% | Q1 2026 | May 05, 2026 |
| McCarthy & Cox | History | No change | 6,641 | 335,909 | 4.07% | 4.07% | 10 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,343,669 | 319,530 | 0.09% | 0.1% | 11 | -521,993 | -7.6% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 5,552,525 | 279,680 | 0.3% | 0.26% | 12 | +771,344 | 16.13% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,251,509 | 264,519 | 0.05% | 0.04% | 13 | +563,800 | 12.03% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 5,170,765 | 260,451 | 18.23% | 13.46% | 14 | +152,469 | 3.04% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 4,697,846 | 236,630 | 0.86% | 0.82% | 15 | +193,959 | 4.31% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,007,852 | 201,690 | 0.05% | 0.04% | 16 | +849,886 | 26.91% | Q1 2026 | May 15, 2026 |
| ARCH CAPITAL GROUP LTD. | History | No change | 3,941,665 | 198,542 | 68.37% | 68.22% | 17 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,823,315 | 192,581 | 0.2% | 0.23% | 18 | -317,190 | -7.66% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,800,488 | 191,430 | 0.03% | 0.03% | 19 | +87,544 | 2.36% | Q1 2026 | May 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 3,574,015 | 180,023 | 9.28% | 8.98% | 20 | +163,627 | 4.8% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,466,155 | 174,590 | 2.68% | 2.58% | 21 | +131,963 | 3.96% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,217,418 | 162,061 | 0.61% | 0.56% | 22 | +528,630 | 19.66% | Q1 2026 | Apr 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 2,941,973 | 148,187 | 0.07% | 0.03% | 23 | +1,775,654 | 152.24% | Q1 2026 | May 18, 2026 |
| Mariner, LLC | History | Added to | 2,819,146 | 142,000 | 0.17% | 0.17% | 24 | +9,038 | 0.32% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,755,685 | 138,803 | 2.38% | 2.42% | 25 | +135,184 | 5.16% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,642,955 | 133,125 | 2.06% | 2.17% | 26 | +37,801 | 1.45% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 2,640,486 | 133,001 | 0.72% | 0.73% | 27 | +108,777 | 4.3% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,478,941 | 124,870 | 0.18% | 0.18% | 28 | +38,391 | 1.57% | Q1 2026 | May 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 2,456,749 | 123,958 | 7.96% | 7.91% | 29 | +17,363 | 0.71% | Q1 2026 | Apr 17, 2026 |
| Invesco Ltd. | History | Reduced | 2,301,493 | 115,926 | 0.02% | 0.02% | 30 | -906 | -0.04% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,256,576 | 113,663 | 0.15% | 0.15% | 31 | +74,297 | 3.4% | Q1 2026 | Apr 27, 2026 |
| GREENLEAF TRUST | History | Added to | 2,249,815 | 113,323 | 1.11% | 0.86% | 32 | +400,816 | 21.68% | Q1 2026 | Apr 27, 2026 |
| TruWealth Advisors, LLC | History | Added to | 2,186,984 | 110,158 | 5.29% | 5.24% | 33 | +70,542 | 3.33% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,099,166 | 105,735 | 0.27% | 0.26% | 34 | +161,879 | 8.36% | Q1 2026 | Apr 30, 2026 |
| Haverford Trust Co | History | Added to | 1,959,963 | 98,723 | 0.9% | 0.81% | 35 | +163,193 | 9.08% | Q1 2026 | May 11, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 1,917,031 | 96,560 | 17.6% | 16.77% | 36 | +94,718 | 5.2% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,657,452 | 83,485 | 0.62% | 0.64% | 37 | +78,982 | 5.0% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,624,072 | 81,804 | 0.11% | 0.07% | 38 | +576,411 | 55.02% | Q1 2026 | Apr 27, 2026 |
| Obermeyer Wealth Partners | History | Added to | 1,598,343 | 80,508 | 3.71% | 3.49% | 39 | +89,545 | 5.93% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,493,321 | 75,218 | 0.07% | 0.07% | 40 | -14,886 | -0.99% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,450,557 | 73,064 | 0.01% | 0.01% | 41 | +277,588 | 23.67% | Q1 2026 | May 05, 2026 |
| Gradient Investments LLC | History | Added to | 1,407,337 | 70,887 | 1.1% | 1.01% | 42 | +150,314 | 11.96% | Q1 2026 | Apr 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 1,294,575 | 65,207 | 2.98% | 2.88% | 43 | -8,918 | -0.68% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,272,554 | 64,098 | 0.35% | 0.31% | 44 | +143,893 | 12.75% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 1,177,625 | 59,553 | 0.29% | 0.3% | 45 | +46,943 | 4.15% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | Added to | 1,178,248 | 59,348 | 4.3% | 4.57% | 46 | +56,222 | 5.01% | Q1 2026 | May 07, 2026 |
| ATWOOD & PALMER INC | History | Added to | 1,149,903 | 57,920 | 3.27% | 3.18% | 47 | +43,395 | 3.92% | Q1 2026 | Apr 15, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 1,142,929 | 57,569 | 6.99% | 7.02% | 48 | +33,461 | 3.02% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 1,086,774 | 54,740 | 0.0% | 0.0% | 49 | +360,718 | 49.68% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Reduced | 1,079,949 | 54,397 | 0.26% | 0.52% | 50 | -788,357 | -42.2% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,051,536 | 52,965 | 0.25% | 0.28% | 51 | -118,020 | -10.09% | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,046,748 | 52,724 | 0.26% | 0.16% | 52 | +450,984 | 75.7% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 1,023,378 | 51,547 | 2.0% | 1.87% | 53 | +33,731 | 3.41% | Q1 2026 | May 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 1,022,776 | 51,517 | 6.41% | 8.42% | 54 | -336,884 | -24.78% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 996,991 | 50,218 | 0.09% | 0.13% | 55 | -387,967 | -28.01% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 970,719 | 48,982 | 2.95% | 2.9% | 56 | +24,464 | 2.59% | Q1 2026 | Apr 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 913,080 | 46,175 | 1.0% | 1.04% | 57 | -8,224 | -0.89% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 890,446 | 44,851 | 0.95% | 0.83% | 58 | +94,483 | 11.87% | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 859,924 | 43,314 | 3.51% | 3.12% | 59 | +110,360 | 14.72% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 817,279 | 41,166 | 0.75% | 0.78% | 60 | +14,903 | 1.86% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 804,803 | 40,537 | 1.6% | 1.61% | 61 | -15,894 | -1.94% | Q1 2026 | Apr 13, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 793,046 | 39,945 | 0.13% | 0.02% | 62 | +693,046 | 693.05% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 775,551 | 39,064 | 0.61% | 0.53% | 63 | +65,964 | 9.3% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 774,368 | 39,004 | 2.27% | 0.74% | 64 | +527,232 | 213.34% | Q1 2026 | Apr 30, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 762,225 | 38,393 | 4.77% | 4.73% | 65 | +12,894 | 1.72% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 754,826 | 38,020 | 0.06% | 0.04% | 66 | +197,126 | 35.35% | Q1 2026 | May 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 754,050 | 37,981 | 4.89% | 4.26% | 67 | +149,776 | 24.79% | Q1 2026 | Apr 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 733,716 | 36,957 | 9.43% | 7.41% | 68 | +212,643 | 40.81% | Q1 2026 | Apr 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 719,766 | 36,254 | 1.34% | 1.29% | 69 | +23,433 | 3.37% | Q1 2026 | Apr 20, 2026 |
| Drake & Associates, LLC | History | Added to | 710,008 | 35,763 | 6.82% | 6.42% | 70 | +73,133 | 11.48% | Q1 2026 | May 13, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 700,988 | 35,308 | 2.67% | 2.93% | 71 | -69,094 | -8.97% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 693,764 | 34,944 | 3.82% | 4.13% | 72 | -14,489 | -2.05% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 660,550 | 33,271 | 1.82% | 1.79% | 73 | +42,759 | 6.92% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Added to | 659,851 | 33,237 | 1.01% | 0.98% | 74 | +10,004 | 1.54% | Q1 2026 | Apr 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 654,069 | 32,945 | 1.11% | 0.73% | 75 | +56,515 | 9.46% | Q1 2026 | Apr 23, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | Reduced | 646,695 | 32,574 | 14.7% | 21.38% | 76 | -200,000 | -23.62% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 643,662 | 32,421 | 0.92% | 0.72% | 77 | +153,518 | 31.32% | Q1 2026 | May 13, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 639,900 | 32,231 | 1.86% | 0.84% | 78 | +286,300 | 80.97% | Q1 2026 | Apr 16, 2026 |
| Diesslin Group, Inc. | History | Added to | 637,921 | 32,132 | 14.47% | 12.6% | 79 | +11,002 | 1.75% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Added to | 636,837 | 32,077 | 0.29% | 0.4% | 80 | +13,586 | 2.18% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 635,047 | 31,987 | 0.09% | 0.07% | 81 | +39,774 | 6.68% | Q1 2026 | May 04, 2026 |
| New England Private Wealth Advisors LLC | History | New | 632,115 | 31,839 | 3.68% | — | 82 | +632,115 | New | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Added to | 619,099 | 31,184 | 0.36% | 0.32% | 83 | +59,374 | 10.61% | Q1 2026 | Apr 16, 2026 |
| Endurance Services Ltd | History | No change | 592,887 | 29,863 | 5.03% | 5.31% | 84 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 577,735 | 29,100 | 1.88% | 1.75% | 85 | +22,601 | 4.07% | Q1 2026 | Apr 27, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 574,201 | 28,923 | 1.49% | 1.5% | 86 | +19,505 | 3.52% | Q1 2026 | Apr 21, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 574,143 | 28,919 | 4.46% | 4.63% | 87 | +9,511 | 1.68% | Q1 2026 | May 07, 2026 |
| Talon Private Wealth, LLC | History | New | 572,000 | 28,811 | 3.83% | — | 88 | +572,000 | New | Q1 2026 | May 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 571,207 | 28,771 | 2.15% | 2.23% | 89 | +28,426 | 5.24% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 569,919 | 28,735 | 0.06% | 0.08% | 90 | -535,815 | -48.46% | Q1 2026 | Apr 08, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 539,424 | 27,170 | 1.06% | 1.08% | 91 | -3,065 | -0.56% | Q1 2026 | Apr 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 535,288 | 27,070 | 0.64% | 0.62% | 92 | -15,944 | -2.89% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 535,660 | 26,981 | 0.61% | 0.61% | 93 | -1,570 | -0.29% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 535,099 | 26,952 | 9.88% | 8.64% | 94 | +78,665 | 17.23% | Q1 2026 | Apr 09, 2026 |
| Sanchez Wealth Management Group | History | Added to | 527,182 | 26,554 | 5.74% | 5.43% | 95 | +25,365 | 5.05% | Q1 2026 | Apr 29, 2026 |
| BARD ASSOCIATES INC | History | Added to | 499,892 | 25,277 | 6.34% | 4.26% | 96 | +171,636 | 52.29% | Q1 2026 | May 07, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 500,000 | 25,185 | 0.33% | 0.21% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 493,400 | 24,852 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 481,095 | 24,232 | 0.3% | 0.3% | 99 | -2,787 | -0.58% | Q1 2026 | Apr 20, 2026 |
| Bell Bank | History | Added to | 477,660 | 24,059 | 1.02% | 0.52% | 100 | +238,811 | 99.98% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 477,000 | 24,026 | 0.27% | 0.28% | 101 | -5,248 | -1.09% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 473,439 | 23,847 | 0.62% | — | 102 | +473,439 | New | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 469,461 | 23,646 | 5.81% | 5.54% | 103 | +28,474 | 6.46% | Q1 2026 | Apr 22, 2026 |
| Orion Capital Management LLC | History | Added to | 467,876 | 23,566 | 8.12% | 7.28% | 104 | +39,741 | 9.28% | Q1 2026 | May 14, 2026 |
| TT Capital Management LLC | History | Reduced | 467,405 | 23,543 | 19.41% | 20.8% | 105 | -48,480 | -9.4% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 461,162 | 23,228 | 0.25% | — | 106 | +461,162 | New | Q1 2026 | May 12, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 459,482 | 23,144 | 4.8% | 5.45% | 107 | -28,433 | -5.83% | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | Added to | 458,889 | 23,114 | 10.6% | 10.21% | 108 | +17,481 | 3.96% | Q1 2026 | Apr 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 455,979 | 22,967 | 0.46% | 0.51% | 109 | -41,193 | -8.29% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 453,986 | 22,867 | 0.01% | 0.01% | 110 | +45,690 | 11.19% | Q1 2026 | May 07, 2026 |
| Kensington Asset Management, LLC | History | Added to | 443,949 | 22,361 | 1.22% | 0.42% | 111 | +282,305 | 174.65% | Q1 2026 | May 21, 2026 |
| Banco BTG Pactual S.A. | History | New | 429,426 | 21,630 | 1.89% | — | 112 | +429,426 | New | Q1 2026 | May 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 422,489 | 21,280 | 0.8% | 0.02% | 113 | +412,854 | 4284.94% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Added to | 421,526 | 21,232 | 0.49% | 0.28% | 114 | +194,861 | 85.97% | Q1 2026 | May 15, 2026 |
| Divergent Planning, LLC | History | No change | 417,349 | 21,122 | 5.39% | 5.39% | 115 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 416,056 | 20,956 | 0.0% | — | 116 | +416,056 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 413,574 | 20,831 | 1.97% | 2.02% | 117 | -5,602 | -1.34% | Q1 2026 | May 04, 2026 |
| Dynamic Financial Group | History | Added to | 407,794 | 20,540 | 16.8% | 14.9% | 118 | +62,472 | 18.09% | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 407,053 | 20,503 | 0.08% | 0.0% | 119 | +390,275 | 2326.11% | Q1 2026 | May 13, 2026 |
| Fusion Capital, LLC | History | Added to | 397,835 | 20,038 | 5.41% | 3.72% | 120 | +136,054 | 51.97% | Q1 2026 | May 13, 2026 |
| Allen Capital Group, LLC | History | No change | 389,055 | 19,678 | 1.8% | 1.8% | 121 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Reduced | 387,026 | 19,494 | 0.22% | 0.23% | 122 | -15,852 | -3.93% | Q1 2026 | May 05, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 385,471 | 19,416 | 10.79% | 10.89% | 123 | +15,201 | 4.11% | Q1 2026 | Apr 27, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 383,274 | 19,305 | 3.56% | 3.56% | 124 | -2,140 | -0.56% | Q1 2026 | Apr 27, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 378,894 | 19,084 | 5.2% | 5.34% | 125 | +4,742 | 1.27% | Q1 2026 | May 01, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 363,141 | 18,367 | 0.85% | 0.85% | 126 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 349,101 | 17,584 | 0.41% | 0.41% | 127 | +19,484 | 5.91% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 346,896 | 17,473 | 0.28% | 0.24% | 128 | +69,701 | 25.15% | Q1 2026 | Apr 22, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 343,726 | 17,313 | 8.98% | 5.04% | 129 | +188,557 | 121.52% | Q1 2026 | Apr 30, 2026 |
| Mason & Associates Inc | History | Reduced | 340,899 | 17,218 | 3.34% | 3.43% | 130 | -19,315 | -5.36% | Q1 2026 | Apr 30, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 341,711 | 17,211 | 9.51% | 9.3% | 131 | +7,385 | 2.21% | Q1 2026 | May 08, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 340,306 | 17,141 | 1.21% | 2.32% | 132 | +12,136 | 3.7% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 338,979 | 17,071 | 0.89% | 0.9% | 133 | -1,083 | -0.32% | Q1 2026 | May 15, 2026 |
| Bienville Capital Management, LLC | History | Added to | 337,007 | 17,042 | 3.1% | 2.45% | 134 | +31,791 | 10.42% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 337,876 | 17,018 | 5.56% | 5.47% | 135 | +16,125 | 5.01% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 332,358 | 16,810 | 0.11% | 0.14% | 136 | -73,151 | -18.04% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 333,274 | 16,787 | 1.23% | 1.07% | 137 | +19,272 | 6.14% | Q1 2026 | Apr 20, 2026 |
| Black Swift Group, LLC | History | Added to | 328,650 | 16,554 | 2.9% | 1.8% | 138 | +171,025 | 108.5% | Q1 2026 | Apr 24, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 319,953 | 16,116 | 8.08% | 7.78% | 139 | +9,034 | 2.91% | Q1 2026 | Apr 21, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 317,043 | 15,969 | 1.51% | 1.49% | 140 | +3,594 | 1.15% | Q1 2026 | Apr 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 314,389 | 15,835 | 0.17% | 0.18% | 141 | +7,161 | 2.33% | Q1 2026 | Apr 20, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 311,621 | 15,696 | 1.73% | 1.87% | 142 | -17,410 | -5.29% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 311,305 | 15,680 | 0.3% | 0.29% | 143 | +24,374 | 8.49% | Q1 2026 | Apr 14, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 310,427 | 15,636 | 5.65% | 5.47% | 144 | +3,304 | 1.08% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 308,799 | 15,554 | 0.25% | 0.23% | 145 | +32,184 | 11.63% | Q1 2026 | Apr 27, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 302,097 | 15,216 | 3.94% | 3.08% | 146 | +64,417 | 27.1% | Q1 2026 | Apr 08, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 301,265 | 15,174 | 3.8% | 3.71% | 147 | +17,690 | 6.24% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 295,216 | 14,870 | 0.0% | 0.0% | 148 | +232,016 | 367.11% | Q1 2026 | May 15, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 286,194 | 14,415 | 6.29% | 6.18% | 149 | +5,631 | 2.01% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Added to | 281,156 | 14,161 | 0.69% | 0.57% | 150 | +49,465 | 21.35% | Q1 2026 | May 05, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 277,054 | 14,011 | 4.54% | 4.18% | 151 | +27,599 | 11.06% | Q1 2026 | May 01, 2026 |
| Scarborough Advisors, LLC | History | Added to | 271,520 | 13,676 | 1.5% | 2.26% | 152 | +6,346 | 2.39% | Q1 2026 | May 07, 2026 |
| Crumly & Associates Inc. | History | Added to | 270,808 | 13,640 | 2.87% | 0.96% | 153 | +180,547 | 200.03% | Q1 2026 | Apr 02, 2026 |
| Financial Security Advisor, Inc. | History | New | 263,148 | 13,308 | 2.44% | — | 154 | +263,148 | New | Q1 2026 | May 04, 2026 |
| L2 Asset Management, LLC | History | Added to | 262,203 | 13,207 | 1.26% | 1.74% | 155 | +5,033 | 1.96% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Management LLC | History | New | 259,167 | 13,054 | 9.23% | — | 156 | +259,167 | New | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 255,533 | 12,871 | 0.2% | 0.03% | 157 | +226,735 | 787.33% | Q1 2026 | May 04, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 253,599 | 12,773 | 8.21% | 9.42% | 158 | -34,053 | -11.84% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 251,517 | 12,668 | 0.0% | 0.03% | 159 | -3,869,977 | -93.9% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 251,508 | 12,668 | 0.12% | 0.09% | 160 | +91,043 | 56.74% | Q1 2026 | Apr 07, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 248,387 | 12,511 | 4.07% | 3.86% | 161 | +19,577 | 8.56% | Q1 2026 | May 08, 2026 |
| Santori & Peters, Inc. | History | Reduced | 246,936 | 12,438 | 3.87% | 4.27% | 162 | -187 | -0.08% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 245,942 | 12,388 | 0.59% | 0.44% | 163 | +53,934 | 28.09% | Q1 2026 | May 18, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 245,182 | 12,349 | 2.09% | 1.88% | 164 | +20,144 | 8.95% | Q1 2026 | Apr 28, 2026 |
| Nilsine Partners, LLC | History | Reduced | 242,769 | 12,298 | 0.96% | 1.17% | 165 | -24,963 | -9.32% | Q1 2026 | Apr 29, 2026 |
| Petix & Botte Co | History | Added to | 243,827 | 12,281 | 2.74% | 2.56% | 166 | +20,801 | 9.33% | Q1 2026 | Apr 30, 2026 |
| MRA Advisory Group | History | Added to | 242,446 | 12,212 | 4.98% | 4.82% | 167 | +15,375 | 6.77% | Q1 2026 | Apr 22, 2026 |
| SMITH, MOORE & CO. | History | Added to | 240,555 | 12,116 | 0.88% | 0.7% | 168 | +57,737 | 31.58% | Q1 2026 | May 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 239,298 | 12,103 | 0.75% | 0.75% | 169 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 237,490 | 11,962 | 0.09% | 0.09% | 170 | +16,917 | 7.67% | Q1 2026 | May 15, 2026 |
| a16z Perennial Management, L.P. | History | Added to | 237,152 | 11,945 | 0.99% | 0.9% | 171 | +103 | 0.04% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 235,385 | 11,856 | 0.22% | 0.24% | 172 | -20,414 | -7.98% | Q1 2026 | Apr 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 234,584 | 11,815 | 0.36% | 0.34% | 173 | +11,439 | 5.13% | Q1 2026 | May 13, 2026 |
| Fortis Capital Management LLC | History | Reduced | 234,051 | 11,789 | 1.21% | 2.11% | 174 | -81,241 | -25.77% | Q1 2026 | May 11, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 233,300 | 11,751 | 7.44% | 7.81% | 175 | -8,964 | -3.7% | Q1 2026 | Apr 20, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 232,831 | 11,728 | 0.48% | 0.59% | 176 | -30,662 | -11.64% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 230,141 | 11,624 | 0.0% | 0.0% | 177 | +61,026 | 36.09% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 229,398 | 11,554 | 0.25% | 0.25% | 178 | -3,895 | -1.67% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Added to | 227,698 | 11,515 | 0.14% | 0.02% | 179 | +203,339 | 834.76% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 225,765 | 11,446 | 0.2% | 0.08% | 180 | +192,227 | 573.16% | Q1 2026 | May 01, 2026 |
| Secure Asset Management, LLC | History | Reduced | 226,357 | 11,401 | 1.8% | 1.82% | 181 | -3,515 | -1.53% | Q1 2026 | Apr 09, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 224,430 | 11,304 | 0.43% | 1.8% | 182 | -615,788 | -73.29% | Q1 2026 | Apr 29, 2026 |
| Northland Capital Management LLC | History | Added to | 224,251 | 11,295 | 6.18% | 6.0% | 183 | +12,347 | 5.83% | Q1 2026 | Apr 21, 2026 |
| White Pine Investment CO | History | Added to | 220,924 | 11,128 | 2.59% | 2.33% | 184 | +25,460 | 13.03% | Q1 2026 | Apr 20, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 214,889 | 10,823 | 0.75% | 0.74% | 185 | -242 | -0.11% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 213,503 | 10,754 | 0.22% | 0.15% | 186 | +81,890 | 62.22% | Q1 2026 | Apr 13, 2026 |
| Cynosure Group, LLC | History | Reduced | 211,047 | 10,630 | 1.33% | 1.13% | 187 | -9,276 | -4.21% | Q1 2026 | May 13, 2026 |
| HEADINVEST, LLC | History | Reduced | 210,500 | 10,602 | 2.17% | 2.21% | 188 | -9,245 | -4.21% | Q1 2026 | May 15, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 210,479 | 10,601 | 4.78% | 4.73% | 189 | -1,368 | -0.65% | Q1 2026 | May 05, 2026 |
| Rothschild Wealth LLC | History | Added to | 209,138 | 10,534 | 0.95% | 0.96% | 190 | +12,228 | 6.21% | Q1 2026 | May 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 208,646 | 10,509 | 0.35% | 0.36% | 191 | +2,839 | 1.38% | Q1 2026 | May 13, 2026 |
| WT Wealth Management | History | Reduced | 207,877 | 10,470 | 3.11% | 3.29% | 192 | -18,234 | -8.06% | Q1 2026 | Apr 21, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | New | 204,954 | 10,323 | 2.2% | — | 193 | +204,954 | New | Q1 2026 | Apr 10, 2026 |
| eCIO, Inc. | History | Added to | 201,599 | 10,154 | 4.46% | 4.05% | 194 | +29,867 | 17.39% | Q1 2026 | Apr 14, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 200,651 | 10,108 | 2.5% | 1.99% | 195 | +26,787 | 15.41% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | New | 200,000 | 10,074 | 0.0% | — | 196 | +200,000 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 199,960 | 10,071 | 0.13% | 0.14% | 197 | +9,836 | 5.17% | Q1 2026 | May 15, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 198,188 | 9,982 | 2.64% | 2.6% | 198 | -2,154 | -1.08% | Q1 2026 | Apr 22, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 197,232 | 9,934 | 5.71% | 7.01% | 199 | -31,577 | -13.8% | Q1 2026 | May 07, 2026 |
| Paragon Advisors, LLC | History | Reduced | 196,410 | 9,893 | 2.67% | 2.89% | 200 | -14,094 | -6.7% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 196,386 | 9,892 | 0.05% | 0.06% | 201 | -2,664 | -1.34% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 195,609 | 9,852 | 0.12% | 0.12% | 202 | +9,884 | 5.32% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 194,953 | 9,845 | 0.0% | 0.01% | 203 | +28,308 | 16.99% | Q1 2026 | May 15, 2026 |
| Weaver Consulting Group | History | Reduced | 193,084 | 9,725 | 2.32% | 2.57% | 204 | -14,442 | -6.96% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 192,097 | 9,675 | 3.22% | 3.11% | 205 | +5,494 | 2.94% | Q1 2026 | May 15, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 191,311 | 9,636 | 2.62% | 2.55% | 206 | +2,180 | 1.15% | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | Reduced | 189,919 | 9,566 | 0.42% | 0.47% | 207 | -17,244 | -8.32% | Q1 2026 | May 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 189,131 | 9,564 | 1.47% | 3.37% | 208 | -206,720 | -52.22% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 189,334 | 9,536 | 0.24% | 0.16% | 209 | +62,956 | 49.82% | Q1 2026 | Apr 29, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 189,282 | 9,534 | 2.0% | 2.03% | 210 | +8,416 | 4.65% | Q1 2026 | Apr 30, 2026 |
| Denver PWM, LLC | History | Reduced | 187,724 | 9,498 | 3.26% | 3.82% | 211 | -37,631 | -16.7% | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Reduced | 186,725 | 9,405 | 0.38% | 0.42% | 212 | -49,368 | -20.91% | Q1 2026 | Apr 27, 2026 |
| Sovereign Investment Advisors, LLC | History | Reduced | 183,871 | 9,298 | 1.97% | 3.25% | 213 | -72,931 | -28.4% | Q1 2026 | May 12, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 182,977 | 9,216 | 1.7% | 1.52% | 214 | +17,963 | 10.89% | Q1 2026 | May 05, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 178,808 | 9,006 | 3.91% | 3.6% | 215 | +15,054 | 9.19% | Q1 2026 | Apr 16, 2026 |
| HCR Wealth Advisors | History | Added to | 177,069 | 8,918 | 0.92% | 0.81% | 216 | +15,616 | 9.67% | Q1 2026 | Apr 21, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 175,848 | 8,857 | 0.73% | 0.71% | 217 | +10,890 | 6.6% | Q1 2026 | Apr 08, 2026 |
| Apollon Financial, LLC | History | Added to | 175,393 | 8,834 | 1.22% | 1.12% | 218 | +22,987 | 15.08% | Q1 2026 | Apr 22, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 172,622 | 8,720 | 3.12% | 3.18% | 219 | +9,555 | 5.86% | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 171,955 | 8,661 | 6.0% | 5.69% | 220 | +1,819 | 1.07% | Q1 2026 | Apr 07, 2026 |
| Generation Capital Management LLC | History | Added to | 170,396 | 8,582 | 6.27% | 5.45% | 221 | +4,128 | 2.48% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 170,330 | 8,579 | 0.2% | 0.21% | 222 | +2,236 | 1.33% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 169,518 | 8,534 | 0.05% | 0.03% | 223 | +24,815 | 17.15% | Q1 2026 | Apr 29, 2026 |
| Facet Wealth, Inc. | History | Added to | 168,872 | 8,506 | 0.15% | 0.12% | 224 | +37,893 | 28.93% | Q1 2026 | May 07, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 168,721 | 8,498 | 2.0% | 1.99% | 225 | +484 | 0.29% | Q1 2026 | Apr 23, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 168,464 | 8,485 | 0.81% | 2.74% | 226 | -422,477 | -71.49% | Q1 2026 | Apr 27, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 168,375 | 8,481 | 6.57% | 7.94% | 227 | -27,469 | -14.03% | Q1 2026 | Apr 28, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 166,583 | 8,424 | 2.89% | 0.97% | 228 | +118,600 | 247.17% | Q1 2026 | May 14, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 166,464 | 8,418 | 6.2% | 4.14% | 229 | +57,702 | 53.05% | Q1 2026 | May 11, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 166,029 | 8,362 | 1.71% | 1.61% | 230 | +4,272 | 2.64% | Q1 2026 | Apr 14, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 163,942 | 8,287 | 3.57% | 2.37% | 231 | +59,707 | 57.28% | Q1 2026 | Apr 15, 2026 |
| Innova Wealth Partners | History | Added to | 164,382 | 8,279 | 3.92% | 2.94% | 232 | +49,256 | 42.78% | Q1 2026 | Apr 24, 2026 |
| Blue Edge Capital, LLC | History | No change | 162,370 | 8,212 | 1.1% | 1.1% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 162,779 | 8,199 | 3.01% | 3.17% | 234 | -6,852 | -4.04% | Q1 2026 | May 08, 2026 |
| Bensler, LLC | History | Added to | 161,060 | 8,112 | 0.84% | 0.61% | 235 | +40,481 | 33.57% | Q1 2026 | May 01, 2026 |
| Kelly Financial Services LLC | History | Added to | 159,851 | 8,056 | 1.95% | 1.43% | 236 | +47,277 | 42.0% | Q1 2026 | Apr 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 156,601 | 7,888 | 3.18% | 2.79% | 237 | +28,273 | 22.03% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 155,887 | 7,852 | 0.0% | 0.0% | 238 | +15,963 | 11.41% | Q1 2026 | May 13, 2026 |
| RB Capital Management, LLC | History | Added to | 155,130 | 7,813 | 1.66% | 1.48% | 239 | +7,959 | 5.41% | Q1 2026 | May 14, 2026 |
| Auour Investments LLC | History | Added to | 154,757 | 7,795 | 2.45% | 1.67% | 240 | +51,218 | 49.47% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 154,245 | 7,769 | 0.01% | 0.01% | 241 | +104,545 | 210.35% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 153,979 | 7,755 | 0.12% | 0.17% | 242 | -9,146 | -5.61% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 153,832 | 7,748 | 0.09% | 0.14% | 243 | -34,240 | -18.21% | Q1 2026 | Apr 23, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 153,700 | 7,741 | 1.82% | 2.4% | 244 | -42,298 | -21.58% | Q1 2026 | Apr 17, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 152,952 | 7,727 | 1.28% | 1.02% | 245 | +32,758 | 27.25% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 151,684 | 7,640 | 0.1% | 0.13% | 246 | -26,552 | -14.9% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 151,472 | 7,629 | 0.1% | 0.1% | 247 | -1,677 | -1.1% | Q1 2026 | Apr 28, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 150,019 | 7,556 | 3.93% | 3.96% | 248 | -14,423 | -8.77% | Q1 2026 | May 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 148,547 | 7,495 | 0.82% | — | 249 | +148,547 | New | Q1 2026 | Apr 10, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 148,537 | 7,481 | 0.42% | 0.6% | 250 | -63,691 | -30.01% | Q1 2026 | Apr 23, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 147,469 | 7,458 | 4.81% | 4.54% | 251 | +14,439 | 10.85% | Q1 2026 | Apr 16, 2026 |
| Sovran Advisors, LLC | History | Reduced | 146,792 | 7,415 | 0.58% | 0.64% | 252 | -1,253 | -0.85% | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 144,500 | 7,278 | 0.05% | 0.04% | 253 | +32,871 | 29.45% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 144,342 | 7,275 | 0.02% | 0.02% | 254 | +2,626 | 1.85% | Q1 2026 | May 13, 2026 |
| E6 Portfolios, LLC | History | Added to | 144,176 | 7,262 | 7.57% | 7.23% | 255 | +19,138 | 15.31% | Q1 2026 | May 12, 2026 |
| Bowman & Co S.C. | History | No change | 141,616 | 7,162 | 3.02% | 3.02% | 256 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 139,686 | 7,035 | 1.5% | 1.26% | 257 | +16,054 | 12.99% | Q1 2026 | Apr 15, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 139,294 | 7,016 | 3.05% | 2.9% | 258 | +8,899 | 6.82% | Q1 2026 | May 12, 2026 |
| Convergence Financial, LLC | History | New | 139,212 | 7,012 | 0.74% | — | 259 | +139,212 | New | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 136,494 | 6,902 | 0.09% | 0.1% | 260 | +5,055 | 3.85% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 137,019 | 6,901 | 0.54% | 0.53% | 261 | -2,736 | -1.96% | Q1 2026 | Apr 23, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 135,166 | 6,836 | 4.33% | 4.33% | 262 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 134,992 | 6,799 | 0.47% | 1.26% | 263 | -179,170 | -57.03% | Q1 2026 | Apr 17, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 133,801 | 6,739 | 7.66% | 7.26% | 264 | +8,301 | 6.61% | Q1 2026 | Apr 22, 2026 |
| Retirement Management Systems Inc. | History | Added to | 133,105 | 6,704 | 1.62% | 1.62% | 265 | +8,049 | 6.44% | Q1 2026 | Apr 14, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 132,313 | 6,698 | 0.83% | 1.66% | 266 | -118,858 | -47.32% | Q1 2026 | Apr 20, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 131,909 | 6,644 | 2.65% | 2.75% | 267 | +232 | 0.18% | Q1 2026 | Apr 21, 2026 |
| MBA Advisors LLC | History | Added to | 131,677 | 6,632 | 2.55% | 1.96% | 268 | +35,756 | 37.28% | Q1 2026 | Apr 20, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 131,149 | 6,605 | 0.02% | 0.03% | 269 | -7,399 | -5.34% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 130,935 | 6,595 | 1.23% | 1.33% | 270 | -8,485 | -6.09% | Q1 2026 | Apr 28, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 129,954 | 6,545 | 0.77% | 0.74% | 271 | +4,524 | 3.61% | Q1 2026 | Apr 10, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 129,800 | 6,538 | 2.76% | 2.59% | 272 | +8,574 | 7.07% | Q1 2026 | Apr 15, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 129,476 | 6,521 | 1.09% | 1.12% | 273 | +514 | 0.4% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 129,420 | 6,518 | 0.06% | 0.05% | 274 | -11,252 | -8.0% | Q1 2026 | May 13, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 129,015 | 6,498 | 2.92% | 0.89% | 275 | +93,900 | 267.41% | Q1 2026 | Apr 21, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 127,114 | 6,402 | 4.27% | 5.86% | 276 | -38,581 | -23.28% | Q1 2026 | Apr 21, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 126,709 | 6,382 | 0.36% | 0.28% | 277 | +27,768 | 28.07% | Q1 2026 | May 11, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 125,932 | 6,343 | 1.39% | 1.45% | 278 | -4,633 | -3.55% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 124,762 | 6,284 | 0.03% | 0.04% | 279 | -8,246 | -6.2% | Q1 2026 | May 04, 2026 |
| Atlas Wealth LLC | History | Reduced | 123,011 | 6,196 | 1.86% | 2.98% | 280 | -71,216 | -36.67% | Q1 2026 | May 13, 2026 |
| BNB Wealth Management, LLC | History | Added to | 122,569 | 6,173 | 3.96% | 3.91% | 281 | +2,603 | 2.17% | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | Added to | 121,918 | 6,141 | 1.69% | 1.79% | 282 | +9,722 | 8.67% | Q1 2026 | May 12, 2026 |
| Marshall Financial Group, LLC | History | Added to | 121,629 | 6,126 | 0.98% | 1.03% | 283 | +16,413 | 15.6% | Q1 2026 | Apr 10, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 121,488 | 6,119 | 1.32% | 1.22% | 284 | +6,762 | 5.89% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 120,234 | 6,056 | 0.0% | 0.0% | 285 | -53,343 | -30.73% | Q1 2026 | May 15, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 120,058 | 6,047 | 4.33% | 4.18% | 286 | +855 | 0.72% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Added to | 119,257 | 6,007 | 0.17% | 0.15% | 287 | +10,592 | 9.75% | Q1 2026 | May 04, 2026 |
| QVT Financial LP | History | Reduced | 118,582 | 5,972 | 0.44% | 0.64% | 288 | -30,000 | -20.19% | Q1 2026 | May 15, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 118,488 | 5,968 | 3.8% | 3.22% | 289 | +15,921 | 15.52% | Q1 2026 | Apr 23, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 117,934 | 5,940 | 1.5% | 1.35% | 290 | +6,442 | 5.78% | Q1 2026 | May 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 112,663 | 5,923 | 0.32% | 0.02% | 291 | +104,271 | 1242.5% | Q1 2026 | May 12, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 117,156 | 5,901 | 2.17% | 2.13% | 292 | -1,164 | -0.98% | Q1 2026 | Apr 16, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 116,511 | 5,868 | 4.97% | 4.69% | 293 | -3,426 | -2.86% | Q1 2026 | Apr 17, 2026 |
| VIAWEALTH, LLC | History | Added to | 113,872 | 5,735 | 3.19% | 3.08% | 294 | +5,763 | 5.33% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 113,712 | 5,727 | 0.0% | 0.0% | 295 | +2,089 | 1.87% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 112,860 | 5,684 | 0.36% | 0.38% | 296 | +105 | 0.09% | Q1 2026 | May 15, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 112,619 | 5,672 | 0.27% | 0.22% | 297 | +20,161 | 21.81% | Q1 2026 | Apr 09, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 110,536 | 5,567 | 3.32% | 2.57% | 298 | +36,015 | 48.33% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 109,858 | 5,533 | 5.78% | — | 299 | +109,858 | New | Q1 2026 | Apr 16, 2026 |
| Valmark Advisers, Inc. | History | Added to | 107,771 | 5,428 | 0.06% | 0.05% | 300 | +21,600 | 25.07% | Q1 2026 | May 01, 2026 |