John Hancock Exchange-Traded Fund Trust - JHMM
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
302 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | Added to | 4,915,678 | 329,982 | 0.08% | 0.07% | 1 | +182,754 | 3.86% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,893,076 | 328,423 | 0.09% | 0.08% | 2 | +611,527 | 14.28% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,491,789 | 234,368 | 0.04% | 0.04% | 3 | -133,645 | -3.69% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 3,366,141 | 225,935 | 0.01% | 0.01% | 4 | +451,909 | 15.51% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,050,156 | 204,726 | 0.06% | 0.06% | 5 | +196,632 | 6.89% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 2,764,278 | 185,538 | 0.16% | 0.16% | 6 | -157,316 | -5.38% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,120,865 | 142,352 | 0.02% | 0.02% | 7 | +99,199 | 4.91% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,019,351 | 132,873 | 0.06% | 0.07% | 8 | +318,534 | 18.73% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,873,043 | 125,718 | 0.08% | 0.07% | 9 | +218,062 | 13.18% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,742,004 | 116,923 | 0.16% | 0.15% | 10 | -12,073 | -0.69% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,311,410 | 88,022 | 0.02% | 0.02% | 11 | -98,885 | -7.01% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,265,480 | 84,939 | 0.01% | 0.01% | 12 | +75,170 | 6.32% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,084,810 | 72,812 | 0.08% | 0.08% | 13 | -5,194 | -0.48% | Q1 2026 | May 13, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 1,001,204 | 67,200 | 8.68% | 8.0% | 14 | +28,622 | 2.94% | Q1 2026 | May 05, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 892,828 | 59,926 | 6.72% | 5.98% | 15 | +7,368 | 0.83% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 818,029 | 54,906 | 0.26% | 0.25% | 16 | +12,801 | 1.59% | Q1 2026 | Apr 24, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 676,992 | 45,413 | 9.66% | 10.3% | 17 | +23,206 | 3.55% | Q1 2026 | May 01, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 670,909 | 45,031 | 3.75% | 3.7% | 18 | -1,851 | -0.28% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Reduced | 649,956 | 43,625 | 0.05% | 0.05% | 19 | -29,179 | -4.3% | Q1 2026 | May 14, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 562,825 | 37,776 | 6.72% | 6.92% | 20 | +3,467 | 0.62% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 500,619 | 33,601 | 0.06% | 0.06% | 21 | +13,514 | 2.77% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 496,702 | 33,338 | 0.01% | 0.01% | 22 | +8,282 | 1.7% | Q1 2026 | May 04, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 416,595 | 27,961 | 19.57% | 20.74% | 23 | -14,999 | -3.48% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 405,898 | 27,248 | 0.04% | 0.02% | 24 | +210,978 | 108.24% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 335,988 | 22,551 | 0.04% | 0.04% | 25 | -39,093 | -10.42% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 318,989 | 21,410 | 0.67% | 0.67% | 26 | -401 | -0.13% | Q1 2026 | Apr 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 305,427 | 20,500 | 0.86% | — | 27 | +305,427 | New | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | New | 297,509 | 19,968 | 0.03% | — | 28 | +297,509 | New | Q1 2026 | May 14, 2026 |
| KPP Advisory Services LLC | History | Reduced | 266,845 | 17,910 | 2.6% | 2.65% | 29 | -12,033 | -4.31% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 250,050 | 16,783 | 0.04% | 0.05% | 30 | -10,246 | -3.94% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 241,151 | 16,192 | 0.12% | 0.12% | 31 | +786 | 0.33% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 233,466 | 15,670 | 0.17% | 0.04% | 32 | +191,739 | 459.51% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 233,406 | 15,666 | 0.36% | 0.13% | 33 | +191,679 | 459.36% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 222,449 | 14,930 | 0.17% | 0.16% | 34 | +11,985 | 5.69% | Q1 2026 | Apr 28, 2026 |
| Graney & King, LLC | History | Added to | 211,453 | 14,192 | 7.65% | 4.12% | 35 | +103,888 | 96.58% | Q1 2026 | May 18, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 201,138 | 13,500 | 5.3% | 5.17% | 36 | +1,543 | 0.77% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 194,305 | 13,041 | 0.1% | 0.14% | 37 | +8,000 | 4.29% | Q1 2026 | May 15, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 190,546 | 12,789 | 1.52% | 1.5% | 38 | +812 | 0.43% | Q1 2026 | Apr 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 185,100 | 12,423 | 2.72% | 2.83% | 39 | -11,444 | -5.82% | Q1 2026 | May 11, 2026 |
| ENZI WEALTH | History | Reduced | 183,499 | 12,316 | 4.28% | 4.85% | 40 | -16,984 | -8.47% | Q1 2026 | Apr 24, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 180,817 | 12,136 | 2.62% | 2.53% | 41 | -83 | -0.05% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 163,533 | 10,976 | 0.04% | 0.04% | 42 | +29,166 | 21.71% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 155,344 | 10,426 | 0.06% | 0.05% | 43 | +9,685 | 6.65% | Q1 2026 | May 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 157,014 | 10,281 | 0.48% | 0.48% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 152,638 | 10,245 | 0.01% | 0.02% | 45 | -10,779 | -6.6% | Q1 2026 | May 15, 2026 |
| Hixon Zuercher, LLC | History | Added to | 147,589 | 9,906 | 3.08% | 2.88% | 46 | +2,734 | 1.89% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Reduced | 146,023 | 9,771 | 0.05% | 0.05% | 47 | -10,282 | -6.58% | Q1 2026 | May 15, 2026 |
| 46 Peaks LLC | History | Added to | 145,555 | 9,769 | 7.11% | 6.81% | 48 | +3,822 | 2.7% | Q1 2026 | May 01, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 143,298 | 9,618 | 0.54% | 0.6% | 49 | +65,650 | 84.55% | Q1 2026 | Apr 22, 2026 |
| BankPlus Trust Department | History | Added to | 141,275 | 9,482 | 2.53% | 2.33% | 50 | +5,293 | 3.89% | Q1 2026 | May 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 130,657 | 8,769 | 0.31% | 0.27% | 51 | +8,823 | 7.24% | Q1 2026 | May 11, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 116,560 | 7,823 | 1.65% | 1.45% | 52 | +10,350 | 9.74% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 104,881 | 7,039 | 0.01% | 0.01% | 53 | -2,414 | -2.25% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 98,804 | 6,631 | 0.12% | 0.13% | 54 | -1,829 | -1.82% | Q1 2026 | May 11, 2026 |
| Forge Financial Services LLC | History | Reduced | 96,407 | 6,470 | 0.66% | 2.74% | 55 | -1,302 | -1.33% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 95,970 | 6,441 | 0.09% | 0.04% | 56 | +50,846 | 112.68% | Q1 2026 | May 12, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 94,122 | 6,317 | 0.28% | 0.25% | 57 | +3,837 | 4.25% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 93,471 | 6,273 | 0.08% | 0.08% | 58 | -516 | -0.55% | Q1 2026 | Apr 20, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 91,996 | 6,256 | 0.38% | 0.38% | 59 | -4,532 | -4.7% | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Added to | 88,198 | 5,919 | 0.01% | 0.01% | 60 | +6,687 | 8.2% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 87,127 | 5,847 | 0.33% | 0.26% | 61 | +20,741 | 31.24% | Q1 2026 | Apr 30, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 86,428 | 5,801 | 0.16% | 0.02% | 62 | +73,774 | 583.01% | Q1 2026 | May 12, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 83,281 | 5,589 | 3.72% | 3.54% | 63 | -226 | -0.27% | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 82,150 | 5,513 | 0.13% | 0.12% | 64 | -1,030 | -1.24% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 77,698 | 5,215 | 0.14% | 0.12% | 65 | -34 | -0.04% | Q1 2026 | Apr 21, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 63,817 | 4,582 | 0.1% | 0.11% | 66 | -15 | -0.02% | Q1 2026 | May 04, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 67,952 | 4,560 | 1.15% | — | 67 | +67,952 | New | Q1 2026 | May 04, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 63,048 | 4,231 | 2.11% | 2.17% | 68 | +2,497 | 4.12% | Q1 2026 | May 14, 2026 |
| Atlas Wealth LLC | History | Added to | 59,944 | 4,023 | 1.21% | 1.18% | 69 | +482 | 0.81% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 59,913 | 4,021 | 0.07% | 0.07% | 70 | +8,402 | 16.31% | Q1 2026 | May 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 59,214 | 3,998 | 0.04% | 0.03% | 71 | +14,714 | 33.07% | Q1 2026 | Apr 07, 2026 |
| ERn Financial, LLC | History | Added to | 58,619 | 3,934 | 0.74% | 0.72% | 72 | +290 | 0.5% | Q1 2026 | Apr 24, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 58,378 | 3,918 | 1.56% | 1.26% | 73 | +10,893 | 22.94% | Q1 2026 | Apr 22, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 56,547 | 3,795 | 0.01% | 0.0% | 74 | +30,418 | 116.41% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 56,346 | 3,782 | 0.43% | 0.41% | 75 | +711 | 1.28% | Q1 2026 | Apr 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 55,354 | 3,715 | 0.01% | 0.0% | 76 | +445 | 0.81% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 49,897 | 3,259 | 0.0% | 0.0% | 77 | -11,905 | -19.26% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 48,075 | 3,226 | 0.02% | 0.01% | 78 | +30,645 | 175.82% | Q1 2026 | May 15, 2026 |
| DORVAL Corp | History | Added to | 47,563 | 3,192 | 0.99% | 0.95% | 79 | +2,015 | 4.42% | Q1 2026 | Apr 22, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 47,211 | 3,168 | 0.02% | 0.02% | 80 | -65 | -0.14% | Q1 2026 | Apr 15, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 46,766 | 3,138 | 1.0% | 1.27% | 81 | -7,459 | -13.76% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 46,476 | 3,119 | 0.03% | 0.03% | 82 | +785 | 1.72% | Q1 2026 | Apr 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 44,320 | 2,974 | 0.32% | 0.31% | 83 | -469 | -1.05% | Q1 2026 | Apr 22, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 44,233 | 2,968 | 0.33% | 0.34% | 84 | -375 | -0.84% | Q1 2026 | Apr 29, 2026 |
| Summit Financial, LLC | History | Added to | 43,056 | 2,889 | 0.04% | 0.02% | 85 | +19,138 | 80.02% | Q1 2026 | May 15, 2026 |
| Keystone Financial Services, LLC | History | Added to | 42,268 | 2,837 | 1.91% | 1.88% | 86 | +145 | 0.34% | Q1 2026 | Apr 21, 2026 |
| WPG Advisers, LLC | History | Reduced | 41,904 | 2,812 | 2.07% | 2.19% | 87 | -3,243 | -7.18% | Q1 2026 | Apr 29, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 40,644 | 2,728 | 0.95% | 0.5% | 88 | +19,307 | 90.49% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 39,897 | 2,612 | 0.02% | 0.02% | 89 | -8,434 | -17.45% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 38,362 | 2,511 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 36,096 | 2,423 | 0.0% | 0.0% | 91 | -821 | -2.22% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 36,010 | 2,417 | 0.03% | — | 92 | +36,010 | New | Q1 2026 | May 12, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 35,906 | 2,410 | 0.87% | 0.81% | 93 | -848 | -2.31% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Reduced | 33,263 | 2,232 | 0.11% | 0.22% | 94 | -34,464 | -50.89% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 32,417 | 2,175 | 0.07% | 0.07% | 95 | +3,706 | 12.91% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 31,798 | 2,134 | 0.13% | 0.13% | 96 | -380 | -1.18% | Q1 2026 | Apr 13, 2026 |
| Atria Investments, Inc | History | Added to | 31,641 | 2,123 | 0.02% | 0.02% | 97 | +766 | 2.48% | Q1 2026 | May 05, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 31,599 | 2,120 | 0.22% | 0.27% | 98 | -43 | -0.14% | Q1 2026 | Apr 23, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 31,497 | 2,114 | 0.63% | 0.6% | 99 | -10 | -0.03% | Q1 2026 | Apr 22, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 31,153 | 2,090 | 0.1% | 0.1% | 100 | +3,062 | 10.9% | Q1 2026 | Apr 15, 2026 |
| BankPlus Wealth Management LLC | History | Reduced | 30,907 | 2,074 | 1.07% | 1.12% | 101 | -83 | -0.27% | Q1 2026 | Apr 21, 2026 |
| Empowered Funds, LLC | History | Added to | 29,269 | 1,964 | 0.01% | 0.03% | 102 | +384 | 1.33% | Q1 2026 | May 14, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 28,922 | 1,941 | 0.61% | 0.58% | 103 | -26 | -0.09% | Q1 2026 | May 19, 2026 |
| JNBA Financial Advisors | History | Reduced | 28,393 | 1,905 | 0.16% | 0.17% | 104 | -735 | -2.52% | Q1 2026 | Apr 22, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 27,903 | 1,872 | 0.01% | 0.01% | 105 | -610 | -2.14% | Q1 2026 | May 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 27,656 | 1,856 | 0.31% | 0.38% | 106 | -7,110 | -20.45% | Q1 2026 | Apr 21, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 27,254 | 1,829 | 0.66% | 0.63% | 107 | -58 | -0.21% | Q1 2026 | Apr 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 26,895 | 1,805 | 0.97% | 0.95% | 108 | +697 | 2.66% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 26,511 | 1,779 | 0.0% | 0.0% | 109 | +24,986 | 1638.43% | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 25,323 | 1,709 | 0.12% | 0.12% | 110 | -2,161 | -7.86% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 25,195 | 1,691 | 0.06% | 0.04% | 111 | +7,164 | 39.73% | Q1 2026 | May 14, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 25,083 | 1,683 | 1.17% | 1.26% | 112 | -2,227 | -8.15% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 24,738 | 1,660 | 0.02% | 0.02% | 113 | -5,736 | -18.82% | Q1 2026 | May 01, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 23,873 | 1,602 | 0.12% | 0.14% | 114 | -3,592 | -13.08% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 23,722 | 1,592 | 0.01% | 0.01% | 115 | -13 | -0.05% | Q1 2026 | May 08, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 23,538 | 1,579 | 1.16% | 1.19% | 116 | -453 | -1.89% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 23,524 | 1,578 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 27,193 | 1,558 | 0.49% | 0.44% | 118 | -8,710 | -24.26% | Q1 2026 | Apr 23, 2026 |
| COMERICA BANK | History | No change | 23,428 | 1,534 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Magnus Financial Group LLC | History | Reduced | 22,783 | 1,529 | 0.12% | 0.11% | 120 | -39 | -0.17% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 22,449 | 1,506 | 0.01% | 0.01% | 121 | +5,124 | 29.58% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,448 | 1,506 | 0.03% | 0.03% | 122 | +2,324 | 11.55% | Q1 2026 | May 14, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 22,432 | 1,505 | 1.03% | 0.98% | 123 | +994 | 4.64% | Q1 2026 | Apr 21, 2026 |
| Betterment LLC | History | Reduced | 21,401 | 1,436 | 0.0% | 0.0% | 124 | -3,330 | -13.46% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | New | 20,920 | 1,404 | 0.35% | — | 125 | +20,920 | New | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 20,335 | 1,364 | 0.07% | 0.06% | 126 | +2,959 | 17.03% | Q1 2026 | Apr 23, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 20,325 | 1,364 | 0.48% | 0.48% | 127 | -30 | -0.15% | Q1 2026 | Apr 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 19,796 | 1,328 | 0.16% | 0.14% | 128 | +1,402 | 7.62% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 18,327 | 1,230 | 0.04% | 0.07% | 129 | -14,581 | -44.31% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | No change | 18,012 | 1,208 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,846 | 1,197 | 0.0% | — | 131 | +17,846 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,600 | 1,181 | 0.0% | 0.0% | 132 | -6,815 | -27.91% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 17,009 | 1,141 | 0.02% | 0.03% | 133 | -6,644 | -28.09% | Q1 2026 | Apr 10, 2026 |
| Sun Financial Inc | History | Reduced | 15,794 | 1,139 | 0.57% | 0.6% | 134 | -552 | -3.38% | Q1 2026 | May 15, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 16,964 | 1,138 | 0.28% | 0.32% | 135 | -3,767 | -18.17% | Q1 2026 | May 13, 2026 |
| FreeGulliver LLC | History | Reduced | 16,859 | 1,131 | 0.48% | 0.44% | 136 | -1,344 | -7.38% | Q1 2026 | May 15, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 16,665 | 1,118 | 0.66% | — | 137 | +16,665 | New | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 16,006 | 1,074 | 0.17% | 0.0% | 138 | +15,638 | 4249.46% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 15,523 | 1,041 | 0.0% | 0.0% | 139 | +3,279 | 26.78% | Q1 2026 | May 15, 2026 |
| Rossmore Private Capital | History | No change | 15,421 | 1,035 | 0.09% | 0.09% | 140 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 15,168 | 1,018 | 0.01% | 0.02% | 141 | -1,460 | -8.78% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 14,775 | 967 | 0.2% | 0.2% | 142 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 13,823 | 927 | 0.44% | 0.45% | 143 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 13,486 | 905 | 0.16% | 0.15% | 144 | -73 | -0.54% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,887 | 805 | 0.0% | 0.0% | 145 | +8,691 | 271.93% | Q1 2026 | Apr 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 11,714 | 786 | 0.0% | 0.0% | 146 | +598 | 5.38% | Q1 2026 | May 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 11,368 | 762 | 0.03% | 0.03% | 147 | -92 | -0.8% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,156 | 748 | 0.03% | 0.03% | 148 | +89 | 0.8% | Q1 2026 | May 19, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 10,558 | 745 | 0.01% | — | 149 | +10,558 | New | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 11,021 | 739 | 0.0% | 0.0% | 150 | +603 | 5.79% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 10,985 | 737 | 0.0% | 0.0% | 151 | -2,621 | -19.26% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 10,896 | 731 | 0.08% | 0.06% | 152 | +3,697 | 51.35% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 10,878 | 730 | 0.02% | 0.02% | 153 | -73 | -0.67% | Q1 2026 | Apr 14, 2026 |
| HORAN Wealth, LLC | History | No change | 10,949 | 716 | 0.07% | 0.11% | 154 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 10,026 | 672 | 0.57% | 0.56% | 155 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | Reduced | 9,977 | 669 | 0.0% | 0.0% | 156 | -392 | -3.78% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,707 | 651 | 0.0% | 0.0% | 157 | +1,941 | 24.99% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 9,689 | 650 | 0.01% | 0.01% | 158 | +403 | 4.34% | Q1 2026 | Apr 27, 2026 |
| Coastline Trust Co | History | Reduced | 9,238 | 620 | 0.06% | 0.06% | 159 | -186 | -1.97% | Q1 2026 | Apr 03, 2026 |
| VICUS CAPITAL | History | Reduced | 9,193 | 617 | 0.05% | 0.05% | 160 | -93 | -1.0% | Q1 2026 | Apr 22, 2026 |
| EPG Wealth Management LLC | History | No change | 8,679 | 582 | 0.16% | 0.15% | 161 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 8,443 | 566 | 0.16% | 0.16% | 162 | -207 | -2.39% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 8,308 | 557 | 0.0% | 0.0% | 163 | -123 | -1.46% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 8,110 | 544 | 0.0% | 0.0% | 164 | +918 | 12.76% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 13,840 | 541 | 0.0% | 0.0% | 165 | +7,260 | 110.33% | Q1 2026 | May 15, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 8,059 | 540 | 0.22% | 0.21% | 166 | +339 | 4.39% | Q1 2026 | Apr 21, 2026 |
| Independence Financial Advisors, LLC | History | No change | 8,005 | 537 | 0.16% | 0.14% | 167 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 7,865 | 528 | 0.0% | 0.0% | 168 | +18 | 0.23% | Q1 2026 | Apr 22, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 7,310 | 527 | 0.12% | — | 169 | +7,310 | New | Q1 2026 | May 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 7,813 | 524 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 7,999 | 523 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 7,425 | 498 | 0.09% | 0.07% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 6,592 | 445 | 0.01% | 0.01% | 173 | -125 | -1.86% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,563 | 440 | 0.01% | 0.0% | 174 | +4,870 | 287.66% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 6,525 | 437 | 0.15% | 0.14% | 175 | +136 | 2.13% | Q1 2026 | Apr 09, 2026 |
| Sigma Planning Corp | History | Added to | 6,402 | 429 | 0.01% | 0.01% | 176 | +113 | 1.8% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 6,325 | 424 | 0.14% | 0.14% | 177 | -208 | -3.18% | Q1 2026 | Apr 24, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 6,249 | 419 | 0.1% | 0.13% | 179 | -1,640 | -20.79% | Q1 2026 | May 12, 2026 |
| Synergy Asset Management, LLC | History | No change | 6,256 | 419 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Weaver Consulting Group | History | Reduced | 6,217 | 417 | 0.1% | 0.1% | 180 | -74 | -1.18% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 6,034 | 405 | 0.0% | 0.0% | 181 | +513 | 9.29% | Q1 2026 | May 06, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 6,017 | 403 | 0.17% | 0.17% | 182 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 6,003 | 402 | 0.03% | 0.03% | 183 | -208 | -3.35% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,965 | 400 | 0.0% | 0.0% | 184 | +2,136 | 55.78% | Q1 2026 | Apr 29, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 5,891 | 395 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Goodwin Investment Advisory | History | No change | 5,866 | 393 | 0.47% | 0.42% | 186 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 5,614 | 376 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 5,429 | 364 | 0.1% | 0.1% | 188 | -11 | -0.2% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | Reduced | 5,350 | 359 | 0.01% | 0.01% | 190 | -2,000 | -27.21% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | No change | 5,354 | 359 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 5,017 | 337 | 0.01% | 0.0% | 191 | +471 | 10.36% | Q1 2026 | Apr 14, 2026 |
| Compass Ion Advisors, LLC | History | New | 5,009 | 336 | 0.03% | — | 192 | +5,009 | New | Q1 2026 | Apr 13, 2026 |
| Align Financial, LLC | History | Reduced | 4,920 | 330 | 0.19% | 0.12% | 193 | -209,265 | -97.7% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 4,715 | 316 | 0.01% | — | 194 | +4,715 | New | Q1 2026 | May 07, 2026 |
| Cooper Financial Group | History | Reduced | 4,610 | 309 | 0.03% | 0.04% | 195 | -634 | -12.09% | Q1 2026 | Apr 07, 2026 |
| Triton Financial Group Inc | History | New | 4,632 | 307 | 0.54% | — | 196 | +4,632 | New | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,486 | 301 | 0.0% | 0.0% | 197 | -125 | -2.71% | Q1 2026 | May 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 4,478 | 300 | 0.11% | 0.14% | 198 | -1,922 | -30.03% | Q1 2026 | May 11, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 4,475 | 300 | 0.15% | 0.16% | 199 | -200 | -4.28% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 4,367 | 293 | 0.01% | — | 200 | +4,367 | New | Q1 2026 | May 15, 2026 |
| Convergence Financial, LLC | History | Reduced | 4,350 | 291 | 0.03% | 0.2% | 201 | -16,442 | -79.08% | Q1 2026 | May 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 4,196 | 281 | 0.06% | 0.06% | 202 | -48 | -1.13% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,159 | 279 | 0.0% | 0.0% | 203 | -2,212 | -34.72% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,144 | 278 | 0.0% | 0.0% | 204 | -1,094 | -20.89% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 4,115 | 276 | 0.2% | 0.05% | 205 | +3,115 | 311.5% | Q1 2026 | Apr 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,022 | 270 | 0.01% | 0.01% | 206 | +159 | 4.12% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 4,000 | 268 | 0.0% | — | 208 | +4,000 | New | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 4,001 | 268 | 0.05% | 0.04% | 207 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Balefire, LLC | History | No change | 3,722 | 249 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financially in Tune, LLC | History | Reduced | 3,698 | 248 | 0.21% | 0.26% | 210 | -500 | -11.91% | Q1 2026 | Apr 22, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 3,477 | 233 | 0.01% | 0.01% | 211 | -100 | -2.8% | Q1 2026 | May 14, 2026 |
| TFC Financial Management, Inc. | History | No change | 3,477 | 233 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 3,433 | 230 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | No change | 3,338 | 224 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 3,276 | 219 | 0.0% | 0.0% | 215 | +477 | 17.04% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,250 | 218 | 0.02% | 0.02% | 216 | +320 | 10.92% | Q1 2026 | Apr 30, 2026 |
| URS Advisory LLC | History | No change | 3,252 | 218 | 0.16% | 0.18% | 217 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 360 Financial, Inc. | History | No change | 3,224 | 216 | 0.07% | 0.06% | 218 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HUB Investment Partners, LLC | History | No change | 3,072 | 206 | 0.0% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | New | 3,030 | 203 | 0.02% | — | 220 | +3,030 | New | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | New | 3,000 | 201 | 0.01% | — | 221 | +3,000 | New | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 2,990 | 200 | 0.01% | — | 222 | +2,990 | New | Q1 2026 | Apr 15, 2026 |
| ORG Partners LLC | History | No change | 3,047 | 199 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,773 | 186 | 0.0% | 0.0% | 224 | +1,891 | 214.4% | Q1 2026 | May 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 2,374 | 159 | 0.15% | 0.15% | 225 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | No change | 2,113 | 141 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | Added to | 1,821 | 122 | 0.01% | 0.0% | 227 | +1,360 | 295.01% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,739 | 116 | 0.01% | 0.01% | 228 | -194 | -10.04% | Q1 2026 | Apr 24, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 1,616 | 108 | 0.09% | 0.11% | 229 | -418 | -20.55% | Q1 2026 | May 14, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 1,582 | 106 | 0.17% | — | 230 | +1,582 | New | Q1 2026 | May 04, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,478 | 99 | 0.07% | 0.06% | 231 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Timmons Wealth Management, LLC | History | Reduced | 1,438 | 96 | 0.09% | 0.11% | 232 | -317 | -18.06% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,402 | 94 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CITY HOLDING CO | History | No change | 1,320 | 88 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bank & Trust Co | History | No change | 1,188 | 79 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,175 | 78 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,100 | 73 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,078 | 72 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 931 | 62 | 0.0% | 0.0% | 239 | +443 | 90.78% | Q1 2026 | May 01, 2026 |
| Crewe Advisors LLC | History | No change | 871 | 58 | 0.0% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 867 | 58 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 839 | 56 | 0.0% | — | 242 | +839 | New | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 822 | 55 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Monetary Solutions, Ltd | History | No change | 630 | 42 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Caldwell Trust Co | History | Reduced | 585 | 39 | 0.0% | 0.0% | 246 | -195 | -25.0% | Q1 2026 | Apr 22, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 593 | 39 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | New | 565 | 37 | 0.0% | — | 249 | +565 | New | Q1 2026 | May 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 562 | 37 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strive Financial Group ,LLC | History | No change | 550 | 37 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 540 | 36 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 526 | 35 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PITTENGER & ANDERSON INC | History | New | 507 | 34 | 0.0% | — | 252 | +507 | New | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | No change | 492 | 33 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Anchor Investment Management, LLC | History | Added to | 447 | 30 | 0.0% | 0.0% | 254 | +62 | 16.1% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | No change | 462 | 30 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PlanVest Financial, Inc | History | New | 446 | 29 | 0.02% | — | 256 | +446 | New | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | No change | 420 | 28 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 400 | 26 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bank of New Hampshire | History | No change | 368 | 24 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 366 | 24 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 310 | 20 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 297 | 19 | 0.0% | — | 262 | +297 | New | Q1 2026 | May 05, 2026 |
| STEPH & CO | History | Reduced | 274 | 18 | 0.01% | 0.01% | 263 | -31 | -10.16% | Q1 2026 | Apr 17, 2026 |
| JDM Financial Group LLC | History | No change | 213 | 14 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 201 | 13 | 0.0% | 0.0% | 266 | +29 | 16.86% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | No change | 200 | 13 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 182 | 12 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 155 | 10 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Investors Research Corp | History | Reduced | 125 | 8 | 0.0% | 0.0% | 270 | -120 | -48.98% | Q1 2026 | Apr 03, 2026 |
| Independence Bank of Kentucky | History | No change | 132 | 8 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 105 | 7 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 107 | 7 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Asset Dedication, LLC | History | No change | 95 | 6 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 103 | 6 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CGC Financial Services, LLC | History | New | 68 | 4 | 0.0% | — | 275 | +68 | New | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 48 | 3 | 0.0% | 0.0% | 277 | -20 | -29.41% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 55 | 3 | 0.0% | 0.0% | 276 | +5 | 10.0% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 58 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | New | 21 | 1 | 0.0% | — | 280 | +21 | New | Q1 2026 | Apr 27, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.01% | — | -72,772 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,338 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,065 | -100.0% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,748 | -100.0% | Q1 2026 | May 13, 2026 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,271 | -100.0% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,876 | -100.0% | Q1 2026 | May 15, 2026 |
| Clarendon Private LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -3,954 | -100.0% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,479 | -100.0% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,404 | -100.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,271 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -1,111 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -513 | -100.0% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q1 2026 | May 15, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 04, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |