J.P. Morgan Exchange-Traded Fund Trust - JEPQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 23,591,671 | 1,309,809 | 0.08% | 0.08% | 1 | +1,083,805 | 4.82% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 22,637,631 | 1,217,225 | 0.08% | 0.09% | 2 | -1,033,750 | -4.37% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 16,876,937 | 937,007 | 0.25% | 0.24% | 3 | +1,993,383 | 13.39% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,877,688 | 770,489 | 0.06% | 0.05% | 4 | +1,132,270 | 8.88% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,078,829 | 504,056 | 0.1% | 0.09% | 5 | +883,464 | 10.78% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,915,633 | 272,883 | 0.06% | 0.07% | 6 | -123,634 | -2.45% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,606,395 | 255,748 | 0.04% | 0.04% | 7 | +517,693 | 12.66% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,273,667 | 237,273 | 0.07% | 0.07% | 8 | +336,267 | 8.54% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,009,107 | 222,585 | 0.06% | 0.06% | 9 | +620,468 | 18.31% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,733,932 | 207,343 | 0.3% | 0.33% | 10 | -140,567 | -3.63% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 3,490,754 | 193,806 | 0.03% | 0.03% | 11 | +67,129 | 1.96% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,122,679 | 173,371 | 0.24% | 0.22% | 12 | +250,082 | 8.71% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 3,035,644 | 168,538 | 0.18% | 0.18% | 13 | +204,154 | 7.21% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,153,718 | 116,580 | 0.06% | 0.06% | 14 | +439,562 | 25.64% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 2,069,787 | 114,914 | 0.47% | 0.49% | 15 | +27,513 | 1.35% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,042,061 | 113,375 | 1.75% | 1.88% | 16 | +80,399 | 4.1% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,729,900 | 96,044 | 0.01% | 0.01% | 17 | +25,437 | 1.49% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,154,947 | 78,954 | 0.51% | 0.76% | 18 | +232,391 | 12.09% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,394,754 | 77,436 | 1.24% | 1.05% | 19 | +273,153 | 24.35% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,299,013 | 72,121 | 0.07% | 0.07% | 20 | +26,124 | 2.05% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,249,605 | 69,378 | 0.26% | 0.27% | 21 | +100,914 | 8.79% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,187,871 | 65,950 | 0.18% | 0.19% | 22 | -155,805 | -11.6% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,164,700 | 64,664 | 0.01% | 0.01% | 23 | +495,100 | 73.94% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 1,123,928 | 62,400 | 0.07% | 0.05% | 24 | +461,614 | 69.7% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,088,700 | 60,444 | 0.05% | 0.0% | 25 | +1,081,000 | 14038.96% | Q1 2026 | May 15, 2026 |
| Adams Asset Advisors, LLC | History | New | 1,087,055 | 60,353 | 6.77% | — | 26 | +1,087,055 | New | Q1 2026 | Apr 27, 2026 |
| Hilton Capital Management, LLC | History | Added to | 1,086,431 | 60,318 | 4.56% | 4.68% | 27 | +16,385 | 1.53% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 969,583 | 53,831 | 0.25% | 0.28% | 28 | -41,035 | -4.06% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 917,534 | 50,941 | 0.13% | 0.13% | 29 | +93,783 | 11.38% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 892,093 | 49,529 | 0.13% | 0.13% | 30 | +66,643 | 8.07% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 851,871 | 47,295 | 0.05% | 0.05% | 31 | +11,249 | 1.34% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 811,119 | 45,033 | 0.01% | 0.0% | 32 | +382,619 | 89.29% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 769,219 | 42,707 | 1.17% | 1.1% | 33 | +31,250 | 4.23% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 765,798 | 42,517 | 0.08% | 0.07% | 34 | +108,650 | 16.53% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 687,726 | 38,182 | 0.06% | 0.06% | 35 | +28,352 | 4.3% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 659,577 | 36,619 | 0.6% | 0.62% | 36 | +47,598 | 7.78% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 649,835 | 36,078 | 0.18% | 0.2% | 37 | +37,196 | 6.07% | Q1 2026 | May 08, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 635,087 | 35,259 | 10.91% | 11.81% | 38 | +16,125 | 2.61% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 628,291 | 34,882 | 0.86% | 0.85% | 39 | +39,517 | 6.71% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 599,476 | 33,282 | 0.04% | 0.04% | 40 | +21,074 | 3.64% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 591,878 | 32,861 | 0.01% | 0.01% | 41 | +2,936 | 0.5% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 587,747 | 32,631 | 0.59% | 0.59% | 42 | +60,769 | 11.53% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 568,891 | 31,584 | 0.34% | — | 43 | +568,891 | New | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 567,921 | 31,530 | 0.64% | 0.69% | 44 | -21,519 | -3.65% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 554,459 | 30,783 | 0.03% | 0.03% | 45 | +107,889 | 24.16% | Q1 2026 | May 14, 2026 |
| PSI Advisors, LLC | History | Added to | 524,994 | 29,147 | 6.98% | 7.25% | 46 | +28,279 | 5.69% | Q1 2026 | May 14, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 523,278 | 29,052 | 4.22% | 4.64% | 47 | +5,766 | 1.11% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 522,729 | 29,021 | 0.02% | 0.01% | 48 | +168,954 | 47.76% | Q1 2026 | May 08, 2026 |
| Magnus Financial Group LLC | History | Added to | 505,220 | 28,049 | 2.28% | 2.07% | 49 | +37,879 | 8.11% | Q1 2026 | Apr 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 465,179 | 25,826 | 0.62% | 0.54% | 50 | +105,933 | 29.49% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 423,145 | 23,493 | 0.18% | 0.14% | 51 | +133,909 | 46.3% | Q1 2026 | May 15, 2026 |
| James Reed Financial Services, Inc. | History | Reduced | 421,287 | 23,389 | 20.25% | 20.49% | 52 | -18,559 | -4.22% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 387,617 | 21,520 | 2.04% | 2.14% | 53 | +1,841 | 0.48% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 380,831 | 21,170 | 0.04% | 0.05% | 54 | -220,429 | -36.66% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 381,007 | 21,153 | 0.29% | 0.25% | 55 | +80,956 | 26.98% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 376,060 | 20,878 | 0.01% | 0.01% | 56 | +38,238 | 11.32% | Q1 2026 | May 07, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 370,786 | 19,937 | 1.17% | 0.99% | 57 | +53,022 | 16.69% | Q1 2026 | May 14, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 352,467 | 19,568 | 3.03% | 3.39% | 58 | -13,846 | -3.78% | Q1 2026 | Apr 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 336,969 | 18,708 | 0.22% | 0.22% | 59 | +24,602 | 7.88% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 332,015 | 18,433 | 0.04% | 0.04% | 60 | +38,788 | 13.23% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 309,893 | 17,205 | 0.39% | 0.41% | 61 | -8,455 | -2.66% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 305,895 | 16,983 | 0.02% | 0.02% | 62 | +29,571 | 10.7% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 293,889 | 16,315 | 0.08% | 0.08% | 63 | +31,008 | 11.8% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 292,336 | 16,230 | 0.12% | 0.16% | 64 | -42,761 | -12.76% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 278,150 | 15,442 | 5.65% | 6.33% | 65 | -24,801 | -8.19% | Q1 2026 | May 05, 2026 |
| Centurion Wealth Management LLC | History | Added to | 265,813 | 14,757 | 3.32% | 3.21% | 66 | +13,911 | 5.52% | Q1 2026 | Apr 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 235,309 | 13,771 | 0.64% | 0.64% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 244,262 | 13,561 | 0.46% | 0.3% | 68 | +93,960 | 62.51% | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 236,004 | 13,102 | 0.93% | 1.75% | 69 | +20,407 | 9.47% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 226,679 | 12,585 | 0.36% | 0.01% | 70 | +222,018 | 4763.31% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 222,636 | 12,360 | 0.11% | 0.11% | 71 | -39,784 | -15.16% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 220,722 | 12,254 | 0.58% | 0.57% | 72 | +16,226 | 7.93% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 217,144 | 12,055 | 0.02% | 0.0% | 73 | +193,970 | 837.02% | Q1 2026 | May 14, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 215,942 | 11,989 | 2.35% | 2.55% | 74 | -14,143 | -6.15% | Q1 2026 | Apr 15, 2026 |
| Argent Trust Co | History | Added to | 215,861 | 11,984 | 0.41% | 0.42% | 75 | +4,846 | 2.3% | Q1 2026 | May 13, 2026 |
| Compass Financial Services Inc | History | Added to | 215,569 | 11,968 | 5.18% | 5.12% | 76 | +11,066 | 5.41% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Added to | 214,264 | 11,897 | 0.19% | 0.19% | 77 | +19,714 | 10.13% | Q1 2026 | Apr 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 212,866 | 11,818 | 0.62% | 0.65% | 78 | +9,255 | 4.55% | Q1 2026 | May 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 212,112 | 11,770 | 0.07% | 0.07% | 79 | +17,206 | 8.83% | Q1 2026 | May 15, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 198,663 | 11,729 | 1.74% | 2.03% | 80 | -13,159 | -6.21% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 211,145 | 11,722 | 0.29% | 0.28% | 81 | +27,481 | 14.96% | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 210,073 | 11,663 | 0.06% | 0.03% | 82 | +127,614 | 154.76% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 207,627 | 11,527 | 0.14% | 0.15% | 83 | -5,490 | -2.58% | Q1 2026 | Apr 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 206,914 | 11,487 | 0.65% | 0.72% | 84 | +102,681 | 98.51% | Q1 2026 | Apr 22, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 206,159 | 11,445 | 2.22% | 2.31% | 85 | -2,350 | -1.13% | Q1 2026 | Apr 16, 2026 |
| Venture Visionary Partners LLC | History | Added to | 203,138 | 11,278 | 0.38% | 0.35% | 86 | +18,451 | 9.99% | Q1 2026 | May 14, 2026 |
| Prota Financial, LLC | History | Reduced | 200,924 | 11,155 | 8.08% | 8.48% | 87 | -1,629 | -0.8% | Q1 2026 | Apr 09, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 197,560 | 10,968 | 6.98% | 6.75% | 88 | +10,633 | 5.69% | Q1 2026 | Apr 23, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 196,290 | 10,898 | 2.46% | 2.65% | 89 | -296 | -0.15% | Q1 2026 | Apr 27, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 192,191 | 10,670 | 6.86% | 6.76% | 90 | +7,740 | 4.2% | Q1 2026 | Apr 29, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 192,594 | 10,585 | 2.32% | 2.46% | 91 | +731 | 0.38% | Q1 2026 | May 11, 2026 |
| Indivisible Partners | History | Added to | 187,683 | 10,420 | 0.92% | 0.77% | 92 | +65,433 | 53.52% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 187,489 | 10,409 | 0.08% | 0.07% | 93 | +83,856 | 80.92% | Q1 2026 | May 15, 2026 |
| Morse Asset Management, Inc | History | Added to | 177,377 | 9,847 | 2.05% | 1.78% | 94 | +23,872 | 15.55% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 173,631 | 9,640 | 0.19% | 0.21% | 95 | -2,506 | -1.42% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 168,439 | 9,351 | 0.27% | 0.2% | 96 | +55,566 | 49.23% | Q1 2026 | Apr 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 166,563 | 9,247 | 0.05% | 0.05% | 97 | +45,169 | 37.21% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 155,214 | 9,021 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 161,407 | 8,961 | 0.45% | 0.46% | 99 | +8,563 | 5.6% | Q1 2026 | Apr 23, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 160,133 | 8,890 | 6.14% | 6.58% | 100 | +10,560 | 7.06% | Q1 2026 | Apr 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 159,273 | 8,842 | 0.62% | 0.69% | 101 | -308 | -0.19% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 158,972 | 8,826 | 0.14% | 0.1% | 102 | +66,076 | 71.13% | Q1 2026 | May 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 157,314 | 8,734 | 0.02% | 0.0% | 103 | +153,701 | 4254.11% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 157,056 | 8,719 | 0.1% | 0.08% | 104 | +31,374 | 24.96% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 159,537 | 8,578 | 0.31% | 0.27% | 105 | +39,077 | 32.44% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 152,395 | 8,460 | 0.27% | 0.27% | 106 | +14,980 | 10.9% | Q1 2026 | May 15, 2026 |
| Carr Financial Group Corp | History | Added to | 152,216 | 8,451 | 2.23% | 2.17% | 107 | +11,605 | 8.25% | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | Added to | 151,934 | 8,435 | 0.48% | 0.47% | 108 | +6,827 | 4.7% | Q1 2026 | May 07, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 151,495 | 8,411 | 3.65% | 3.41% | 109 | +16,743 | 12.43% | Q1 2026 | Apr 16, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 150,658 | 8,364 | 3.28% | 3.05% | 110 | +11,424 | 8.2% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 147,630 | 8,196 | 0.32% | 0.35% | 111 | +93,376 | 172.11% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 146,748 | 8,147 | 0.01% | 0.01% | 112 | +19,146 | 15.0% | Q1 2026 | May 12, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 145,911 | 8,101 | 2.81% | 2.74% | 113 | +18,462 | 14.49% | Q1 2026 | May 04, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 145,733 | 8,091 | 2.28% | 2.25% | 114 | +5,771 | 4.12% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 144,834 | 8,041 | 0.1% | 0.11% | 115 | -2,404 | -1.63% | Q1 2026 | Apr 28, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 143,931 | 7,991 | 0.9% | 0.87% | 116 | +7,085 | 5.18% | Q1 2026 | Apr 16, 2026 |
| Advisory Resource Group | History | Added to | 143,668 | 7,976 | 1.37% | 1.41% | 117 | +5,591 | 4.05% | Q1 2026 | May 15, 2026 |
| Mechanics Bank Trust Department | History | Added to | 142,942 | 7,936 | 1.1% | 0.96% | 118 | +16,396 | 12.96% | Q1 2026 | Apr 09, 2026 |
| Members Advisory Group LLC | History | Reduced | 142,807 | 7,928 | 2.72% | 3.13% | 119 | -232 | -0.16% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 140,657 | 7,809 | 0.27% | 0.21% | 120 | +30,560 | 27.76% | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | Added to | 139,941 | 7,769 | 0.59% | 0.62% | 121 | +1,983 | 1.44% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Reduced | 138,701 | 7,700 | 0.1% | 0.15% | 122 | -39,004 | -21.95% | Q1 2026 | May 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 138,159 | 7,670 | 1.38% | 1.33% | 123 | -4,674 | -3.27% | Q1 2026 | Apr 29, 2026 |
| RWQ Financial Management Services, Inc. | History | Reduced | 137,150 | 7,614 | 4.96% | 5.26% | 124 | -59,600 | -30.29% | Q1 2026 | May 14, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 131,856 | 7,320 | 1.34% | 1.62% | 125 | -23,841 | -15.31% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 130,317 | 7,235 | 0.01% | 0.01% | 126 | +51,626 | 65.61% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 128,343 | 7,125 | 0.17% | 0.15% | 127 | +22,486 | 21.24% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 128,135 | 7,114 | 0.14% | 0.15% | 128 | -1,766 | -1.36% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | Added to | 128,077 | 7,110 | 0.01% | 0.01% | 129 | +20,672 | 19.25% | Q1 2026 | May 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 126,255 | 7,009 | 1.29% | 1.33% | 130 | +4,970 | 4.1% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 125,086 | 6,944 | 0.07% | 0.05% | 131 | +41,223 | 49.16% | Q1 2026 | Apr 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 124,994 | 6,939 | 0.04% | 0.04% | 132 | +12,598 | 11.21% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 124,517 | 6,913 | 0.16% | 0.06% | 133 | +79,339 | 175.61% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 124,342 | 6,903 | 0.41% | 0.43% | 134 | -794 | -0.63% | Q1 2026 | May 12, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 118,017 | 6,859 | 4.92% | 4.92% | 135 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 121,522 | 6,746 | 0.78% | 0.9% | 136 | -3,004 | -2.41% | Q1 2026 | May 08, 2026 |
| IMC-Chicago, LLC | History | Added to | 121,271 | 6,732 | 0.0% | 0.0% | 137 | +109,786 | 955.91% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Added to | 121,108 | 6,723 | 0.08% | 0.07% | 138 | +13,888 | 12.95% | Q1 2026 | Apr 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 113,119 | 6,661 | 0.15% | 0.15% | 139 | +8,081 | 7.69% | Q1 2026 | May 04, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 119,547 | 6,642 | 1.46% | 1.49% | 140 | +3,386 | 2.91% | Q1 2026 | May 13, 2026 |
| Cadence Bank | History | No change | 114,044 | 6,628 | 0.39% | 0.39% | 141 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 119,047 | 6,609 | 0.09% | 0.05% | 142 | +59,357 | 99.44% | Q1 2026 | May 01, 2026 |
| NFSG Corp | History | Reduced | 118,016 | 6,552 | 1.08% | 1.08% | 143 | -1,868 | -1.56% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 116,550 | 6,470 | 0.33% | 0.48% | 144 | -39,975 | -25.54% | Q1 2026 | Apr 17, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 115,615 | 6,418 | 1.93% | 3.94% | 145 | -106,753 | -48.01% | Q1 2026 | May 05, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 115,424 | 6,408 | 1.49% | 1.51% | 146 | +3,071 | 2.73% | Q1 2026 | Apr 17, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 114,807 | 6,374 | 3.55% | 3.5% | 147 | +3,515 | 3.16% | Q1 2026 | Apr 14, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 109,277 | 6,351 | 2.06% | 2.06% | 148 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 113,809 | 6,318 | 0.08% | 0.08% | 149 | +9,196 | 8.79% | Q1 2026 | Apr 21, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 113,451 | 6,298 | 1.59% | 1.54% | 150 | +3,357 | 3.05% | Q1 2026 | May 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 112,796 | 6,262 | 0.35% | 0.24% | 151 | +39,459 | 53.81% | Q1 2026 | Apr 30, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 112,691 | 6,256 | 1.43% | 1.62% | 152 | -4,168 | -3.57% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 110,793 | 6,151 | 0.45% | 0.48% | 153 | -1,075 | -0.96% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 110,544 | 6,137 | 0.16% | 0.18% | 154 | +1,414 | 1.3% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 109,629 | 6,080 | 0.01% | 0.01% | 155 | +1,136 | 1.05% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 108,291 | 6,012 | 0.19% | 0.21% | 156 | -5,218 | -4.6% | Q1 2026 | Apr 08, 2026 |
| Vienna Asset Management LLC | History | Reduced | 108,256 | 6,010 | 4.67% | 3.63% | 157 | -1,708 | -1.55% | Q1 2026 | May 12, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Reduced | 108,206 | 6,007 | 2.34% | 2.58% | 158 | -119 | -0.11% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 108,170 | 6,005 | 0.22% | 0.18% | 159 | +25,051 | 30.14% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Reduced | 107,888 | 5,989 | 0.45% | 0.54% | 160 | -8,152 | -7.03% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 106,519 | 5,913 | 0.06% | 0.06% | 161 | +15,081 | 16.49% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 103,411 | 5,741 | 0.03% | 0.03% | 162 | +9,576 | 10.21% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 102,614 | 5,697 | 0.01% | — | 163 | +102,614 | New | Q1 2026 | May 14, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 96,250 | 5,619 | 1.22% | 1.17% | 164 | +8,354 | 9.5% | Q1 2026 | Apr 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 100,731 | 5,593 | 0.27% | 0.28% | 165 | -2,881 | -2.78% | Q1 2026 | May 18, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 94,820 | 5,508 | 0.85% | 0.85% | 166 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 99,067 | 5,500 | 0.38% | 0.34% | 167 | +13,912 | 16.34% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 97,878 | 5,434 | 0.21% | 0.2% | 168 | +2,230 | 2.33% | Q1 2026 | May 11, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 97,631 | 5,420 | 1.94% | 2.14% | 169 | -9,780 | -9.11% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 97,081 | 5,389 | 0.18% | 0.11% | 170 | +2,678 | 2.84% | Q1 2026 | Apr 23, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 96,245 | 5,326 | 2.15% | 2.15% | 171 | -987 | -1.02% | Q1 2026 | May 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 95,696 | 5,313 | 0.3% | 0.12% | 172 | +62,919 | 191.96% | Q1 2026 | Apr 29, 2026 |
| Ignite Planners, LLC | History | Added to | 95,597 | 5,307 | 0.82% | 0.87% | 173 | +295 | 0.31% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 95,269 | 5,289 | 0.11% | 0.12% | 174 | +975 | 1.03% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 94,288 | 5,234 | 0.08% | 0.07% | 175 | +11,128 | 13.38% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 94,043 | 5,221 | 0.08% | 0.08% | 176 | +23,141 | 32.64% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 91,592 | 5,085 | 0.08% | 0.08% | 177 | +5,799 | 6.76% | Q1 2026 | Apr 27, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 91,310 | 5,069 | 1.5% | 1.47% | 178 | +7,305 | 8.7% | Q1 2026 | May 04, 2026 |
| NWF Advisory Services Inc. | History | Added to | 90,560 | 5,027 | 0.57% | 0.57% | 179 | +1,071 | 1.2% | Q1 2026 | May 04, 2026 |
| Integrity Wealth Partners, LLC | History | New | 89,005 | 4,941 | 4.45% | — | 180 | +89,005 | New | Q1 2026 | Apr 27, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 88,407 | 4,908 | 4.56% | 5.15% | 181 | -8,649 | -8.91% | Q1 2026 | Apr 15, 2026 |
| Maia Wealth LLC | History | Added to | 88,000 | 4,885 | 0.83% | 0.81% | 182 | +4,948 | 5.96% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 86,708 | 4,813 | 0.05% | 0.07% | 183 | -17,072 | -16.45% | Q1 2026 | May 12, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 86,607 | 4,808 | 3.1% | 2.7% | 184 | +19,204 | 28.49% | Q1 2026 | Apr 21, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 85,854 | 4,767 | 4.09% | 4.02% | 185 | -555 | -0.64% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 476,629 | 4,761 | 0.22% | 0.11% | 186 | -34,731 | -6.79% | Q1 2026 | May 15, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 84,946 | 4,716 | 1.19% | — | 187 | +84,946 | New | Q1 2026 | May 04, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 84,907 | 4,714 | 0.6% | 0.57% | 188 | +4,359 | 5.41% | Q1 2026 | Apr 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 84,250 | 4,677 | 0.37% | 0.33% | 189 | +13,039 | 18.31% | Q1 2026 | May 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 82,965 | 4,606 | 0.6% | 0.54% | 190 | +14,020 | 20.34% | Q1 2026 | Apr 20, 2026 |
| Apella Capital, LLC | History | New | 78,395 | 4,598 | 0.07% | — | 191 | +78,395 | New | Q1 2026 | Apr 20, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 81,812 | 4,542 | 2.8% | 2.26% | 192 | +15,250 | 22.91% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 81,275 | 4,512 | 0.02% | 0.03% | 193 | -1,483 | -1.79% | Q1 2026 | May 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 77,363 | 4,496 | 0.29% | 0.29% | 194 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Semus Wealth Partners LLC | History | Added to | 80,456 | 4,466 | 2.5% | 2.46% | 195 | +1,989 | 2.53% | Q1 2026 | Apr 24, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 79,673 | 4,423 | 0.65% | 0.76% | 196 | +8,630 | 12.15% | Q1 2026 | May 04, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 79,584 | 4,418 | 0.77% | 1.78% | 197 | -95,643 | -54.58% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 78,845 | 4,377 | 0.0% | 0.0% | 198 | +26,537 | 50.73% | Q1 2026 | May 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 78,774 | 4,373 | 0.47% | 0.47% | 199 | +3,353 | 4.45% | Q1 2026 | Apr 22, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 78,213 | 4,342 | 0.71% | 0.82% | 200 | -12,783 | -14.05% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 77,679 | 4,312 | 0.29% | 0.29% | 201 | +6,046 | 8.44% | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 77,243 | 4,288 | 0.02% | 0.02% | 202 | +2,367 | 3.16% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 76,314 | 4,237 | 0.12% | 0.1% | 203 | +15,427 | 25.34% | Q1 2026 | Apr 21, 2026 |
| Krilogy Financial LLC | History | Reduced | 72,231 | 4,227 | 0.14% | 0.18% | 204 | -14,828 | -17.03% | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 75,422 | 4,187 | 0.31% | 0.3% | 205 | +2,071 | 2.82% | Q1 2026 | May 05, 2026 |
| Trajan Wealth LLC | History | Added to | 75,094 | 4,169 | 0.17% | 0.17% | 206 | +3,282 | 4.57% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 74,559 | 4,139 | 0.11% | 0.11% | 207 | +5,968 | 8.7% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 74,105 | 4,114 | 0.13% | 0.09% | 208 | -14,842 | -16.69% | Q1 2026 | Apr 29, 2026 |
| PFG Investments, LLC | History | Reduced | 72,892 | 4,046 | 0.19% | 0.2% | 209 | -1,600 | -2.15% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 72,109 | 4,003 | 0.11% | 0.11% | 210 | +1,836 | 2.61% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 72,078 | 4,001 | 0.29% | 0.34% | 211 | -13,129 | -15.41% | Q1 2026 | Apr 20, 2026 |
| Sunpointe, LLC | History | Added to | 72,079 | 4,001 | 1.31% | 1.37% | 212 | +1,853 | 2.64% | Q1 2026 | Apr 21, 2026 |
| Palacios Wealth Management, LLC | History | Added to | 67,374 | 3,993 | 2.5% | 2.74% | 213 | +5,808 | 9.43% | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 69,836 | 3,877 | 0.14% | — | 214 | +69,836 | New | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 69,635 | 3,866 | 0.41% | 0.4% | 215 | +2,419 | 3.6% | Q1 2026 | Apr 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 69,033 | 3,832 | 0.8% | 0.89% | 216 | -105 | -0.15% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 68,173 | 3,784 | 0.05% | 0.05% | 217 | -46 | -0.07% | Q1 2026 | May 12, 2026 |
| Lighthouse Financial LLC | History | Reduced | 67,953 | 3,772 | 2.27% | 5.94% | 218 | -88,558 | -56.58% | Q1 2026 | May 13, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 67,880 | 3,769 | 0.31% | 0.33% | 219 | -515 | -0.75% | Q1 2026 | May 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 67,671 | 3,757 | 1.73% | 1.68% | 221 | +4,172 | 6.57% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 67,683 | 3,757 | 0.14% | 0.15% | 220 | -3,731 | -5.22% | Q1 2026 | Apr 28, 2026 |
| Saxony Capital Management, LLC | History | Added to | 67,191 | 3,730 | 2.16% | 2.29% | 222 | +2,784 | 4.32% | Q1 2026 | Apr 24, 2026 |
| Verity Asset Management, Inc. | History | Added to | 66,967 | 3,717 | 1.56% | 1.48% | 223 | +7,804 | 13.19% | Q1 2026 | Apr 21, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 66,438 | 3,689 | 2.31% | 2.59% | 224 | +1,589 | 2.45% | Q1 2026 | Apr 27, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 65,345 | 3,627 | 0.82% | 0.87% | 225 | -3,226 | -4.7% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 64,619 | 3,587 | 0.26% | 0.29% | 226 | -4,644 | -6.7% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 63,899 | 3,547 | 0.37% | 0.38% | 227 | +3,101 | 5.1% | Q1 2026 | May 04, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 63,821 | 3,543 | 0.72% | 0.78% | 228 | +1,071 | 1.71% | Q1 2026 | Apr 24, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 63,163 | 3,506 | 1.27% | 1.27% | 229 | -1,451 | -2.25% | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 62,185 | 3,452 | 0.56% | 0.64% | 230 | -5,987 | -8.78% | Q1 2026 | Apr 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 62,111 | 3,448 | 0.11% | 0.11% | 231 | +5,233 | 9.2% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 61,653 | 3,422 | 0.06% | 0.04% | 232 | +26,313 | 74.46% | Q1 2026 | Apr 17, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 60,695 | 3,369 | 1.6% | 1.58% | 233 | +2,386 | 4.09% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 60,054 | 3,334 | 0.24% | 0.25% | 234 | +3,261 | 5.74% | Q1 2026 | May 05, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 60,009 | 3,331 | 2.06% | 1.97% | 235 | +5,685 | 10.46% | Q1 2026 | Apr 07, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 59,619 | 3,310 | 1.16% | 1.42% | 236 | -3,240 | -5.15% | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 59,567 | 3,307 | 0.01% | 0.01% | 237 | -14,415 | -19.48% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 58,722 | 3,260 | 0.03% | 0.02% | 238 | +6,012 | 11.41% | Q1 2026 | May 11, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 58,572 | 3,251 | 3.4% | 3.13% | 239 | +5,901 | 11.2% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 58,249 | 3,233 | 0.14% | 0.14% | 240 | +6,588 | 12.75% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 57,698 | 3,203 | 0.1% | 0.1% | 241 | +8,241 | 16.66% | Q1 2026 | May 07, 2026 |
| WMS Group LLC | History | Reduced | 57,626 | 3,199 | 4.65% | 4.48% | 242 | -2,930 | -4.84% | Q1 2026 | Apr 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 56,837 | 3,155 | 0.1% | 0.08% | 243 | +15,497 | 37.49% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 55,788 | 3,097 | 0.06% | 0.06% | 244 | +11,396 | 25.67% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 55,422 | 3,077 | 0.19% | 0.16% | 245 | -3,209 | -5.47% | Q1 2026 | Apr 28, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 55,248 | 3,075 | 2.04% | 1.8% | 246 | +9,747 | 21.42% | Q1 2026 | Apr 08, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 55,155 | 3,062 | 0.48% | 0.56% | 247 | +2,845 | 5.44% | Q1 2026 | Apr 17, 2026 |
| WNY Asset Management, LLC | History | New | 54,846 | 3,045 | 0.31% | — | 248 | +54,846 | New | Q1 2026 | May 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 54,533 | 3,027 | 0.16% | 0.15% | 249 | -79 | -0.14% | Q1 2026 | May 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 51,457 | 3,018 | 0.8% | 1.12% | 250 | -17,292 | -25.15% | Q1 2026 | Apr 21, 2026 |
| JT Stratford LLC | History | Reduced | 53,887 | 2,991 | 0.38% | 0.41% | 252 | -757 | -1.39% | Q1 2026 | May 15, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 51,472 | 2,991 | 6.36% | 6.36% | 251 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 53,515 | 2,971 | 1.83% | 1.87% | 253 | +431 | 0.81% | Q1 2026 | Apr 16, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 52,870 | 2,935 | 0.06% | 0.05% | 254 | +7,490 | 16.51% | Q1 2026 | May 12, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 52,534 | 2,916 | 0.4% | 0.36% | 255 | +1,405 | 2.75% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Added to | 52,483 | 2,913 | 0.04% | 0.01% | 256 | +34,005 | 184.03% | Q1 2026 | May 01, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 51,525 | 2,861 | 1.56% | 1.5% | 257 | +1,982 | 4.0% | Q1 2026 | Apr 30, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 51,421 | 2,854 | 0.91% | 1.1% | 258 | -1,611 | -3.04% | Q1 2026 | May 04, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 53,095 | 2,854 | 2.44% | 2.64% | 259 | -205 | -0.38% | Q1 2026 | Apr 27, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 51,304 | 2,848 | 0.91% | 0.93% | 260 | -185 | -0.36% | Q1 2026 | Apr 15, 2026 |
| TBH Global Asset Management, LLC | History | New | 51,274 | 2,846 | 0.57% | — | 261 | +51,274 | New | Q1 2026 | Apr 22, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 50,856 | 2,823 | 2.45% | 2.35% | 262 | +4,045 | 8.64% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 50,427 | 2,799 | 0.1% | 0.06% | 263 | +27,466 | 119.62% | Q1 2026 | May 19, 2026 |
| M Holdings Securities, Inc. | History | Added to | 47,942 | 2,773 | 0.19% | 0.2% | 264 | +108 | 0.23% | Q1 2026 | May 12, 2026 |
| PMG Family Office LLC | History | Added to | 49,758 | 2,762 | 3.08% | 3.19% | 265 | +2,675 | 5.68% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 49,586 | 2,753 | 0.14% | 0.15% | 266 | -684 | -1.36% | Q1 2026 | Apr 15, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 49,523 | 2,749 | 0.57% | 0.5% | 267 | +6,985 | 16.42% | Q1 2026 | Apr 24, 2026 |
| Stillwater Wealth Management Group | History | Added to | 49,206 | 2,731 | 1.69% | 1.74% | 269 | +5,005 | 11.32% | Q1 2026 | May 11, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 49,190 | 2,731 | 1.38% | 1.33% | 268 | +3,723 | 8.19% | Q1 2026 | Apr 15, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 48,762 | 2,707 | 0.86% | 0.89% | 270 | -463 | -0.94% | Q1 2026 | Apr 17, 2026 |
| TrustBank | History | Added to | 48,141 | 2,672 | 1.04% | 0.82% | 271 | +14,362 | 42.52% | Q1 2026 | May 04, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 47,536 | 2,639 | 0.66% | 0.32% | 272 | +27,424 | 136.36% | Q1 2026 | Apr 29, 2026 |
| Oxinas Partners, LLC | History | Added to | 47,456 | 2,634 | 1.2% | 1.23% | 273 | +3,290 | 7.45% | Q1 2026 | Apr 10, 2026 |
| Visionary Wealth Advisors | History | Reduced | 47,433 | 2,633 | 0.12% | 0.2% | 274 | -28,478 | -37.51% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 44,323 | 2,576 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 46,259 | 2,568 | 0.03% | 0.03% | 276 | +6,749 | 17.08% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 46,208 | 2,565 | 0.03% | 0.03% | 277 | +4,431 | 10.61% | Q1 2026 | May 11, 2026 |
| Concorde Financial Corp | History | Added to | 46,020 | 2,554 | 2.01% | 2.06% | 278 | +709 | 1.56% | Q1 2026 | May 15, 2026 |
| Generation Capital Management LLC | History | Reduced | 45,816 | 2,543 | 1.86% | 1.74% | 279 | -349 | -0.76% | Q1 2026 | May 08, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 45,778 | 2,541 | 0.28% | 0.3% | 280 | -309 | -0.67% | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 45,731 | 2,538 | 0.01% | 0.02% | 281 | -32,766 | -41.74% | Q1 2026 | Apr 29, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 45,295 | 2,514 | 1.3% | 1.72% | 282 | -673 | -1.46% | Q1 2026 | Apr 30, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 44,777 | 2,486 | 0.96% | 0.72% | 283 | +18,903 | 73.06% | Q1 2026 | Apr 22, 2026 |
| Financial Partners Group, Inc | History | Reduced | 44,766 | 2,485 | 0.3% | 0.36% | 284 | -7,644 | -14.59% | Q1 2026 | Apr 10, 2026 |
| Crescent Grove Advisors, LLC | History | New | 44,439 | 2,467 | 0.24% | — | 286 | +44,439 | New | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 42,452 | 2,467 | 0.72% | 0.72% | 285 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PDS Planning, Inc | History | Added to | 44,248 | 2,456 | 0.16% | 0.17% | 287 | +751 | 1.73% | Q1 2026 | Apr 21, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 44,108 | 2,448 | 0.15% | 0.15% | 288 | +5,114 | 13.11% | Q1 2026 | Apr 27, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 43,883 | 2,436 | 1.83% | 2.01% | 289 | -2,973 | -6.34% | Q1 2026 | Apr 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 43,674 | 2,424 | 0.7% | 0.71% | 290 | +3,105 | 7.65% | Q1 2026 | Apr 13, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 43,559 | 2,418 | 0.61% | 0.67% | 291 | -912 | -2.05% | Q1 2026 | Apr 09, 2026 |
| Herold Advisors, Inc. | History | Added to | 43,533 | 2,416 | 0.53% | 0.54% | 292 | +1,665 | 3.98% | Q1 2026 | May 14, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 43,364 | 2,407 | 0.31% | 0.32% | 293 | +156 | 0.36% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 43,100 | 2,392 | 0.03% | 0.03% | 294 | +9,386 | 27.84% | Q1 2026 | May 15, 2026 |
| American Trust | History | Reduced | 42,751 | 2,373 | 0.21% | 0.21% | 295 | -244 | -0.57% | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 40,412 | 2,363 | 0.14% | 0.15% | 296 | -98 | -0.24% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 42,452 | 2,356 | 0.09% | 0.09% | 297 | -1,026 | -2.36% | Q1 2026 | May 12, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 42,448 | 2,356 | 2.4% | 2.45% | 298 | +791 | 1.9% | Q1 2026 | Apr 10, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 42,396 | 2,353 | 0.5% | 0.41% | 299 | +6,695 | 18.75% | Q1 2026 | Apr 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 41,814 | 2,321 | 0.13% | 0.12% | 300 | +1,751 | 4.37% | Q1 2026 | May 04, 2026 |