J.P. Morgan Exchange-Traded Fund Trust - JPIE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 8,679,689 | 399,873 | 0.06% | — | 1 | +8,679,689 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 7,134,311 | 328,677 | 0.02% | 0.02% | 2 | +344,287 | 5.07% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,698,452 | 307,726 | 0.02% | 0.02% | 3 | -1,032,871 | -13.36% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 6,431,394 | 296,294 | 1.43% | 0.93% | 4 | +2,898,914 | 82.06% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,383,524 | 294,088 | 1.64% | 1.44% | 5 | +791,361 | 14.15% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,782,305 | 266,390 | 0.05% | 0.03% | 6 | +2,023,188 | 53.82% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,616,685 | 166,620 | 0.01% | 0.01% | 7 | +513,347 | 16.54% | Q1 2026 | May 15, 2026 |
| Heritage Financial Services, LLC | History | No change | 2,848,628 | 131,862 | 11.01% | 11.01% | 8 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,602,855 | 119,913 | 0.03% | 0.03% | 9 | +61,379 | 2.42% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,491,534 | 114,784 | 0.86% | 0.85% | 10 | +215,345 | 9.46% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,287,927 | 105,405 | 0.02% | 0.02% | 11 | +123,329 | 5.7% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,735,652 | 79,961 | 0.02% | 0.02% | 12 | +266,528 | 18.14% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,643,821 | 75,748 | 0.11% | 0.1% | 13 | +163,464 | 11.04% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,203,036 | 55,423 | 0.9% | 0.27% | 14 | +903,176 | 301.2% | Q1 2026 | May 18, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 1,127,724 | 51,954 | 1.29% | 1.22% | 15 | +64,239 | 6.04% | Q1 2026 | Apr 29, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 1,103,819 | 50,852 | 4.83% | 4.6% | 16 | +21,838 | 2.02% | Q1 2026 | Apr 27, 2026 |
| Williams Financial, LLC | History | Reduced | 1,051,067 | 48,422 | 28.19% | 28.22% | 17 | -2,635 | -0.25% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,034,259 | 47,648 | 0.12% | 0.12% | 18 | -74,786 | -6.74% | Q1 2026 | Apr 22, 2026 |
| Hilton Capital Management, LLC | History | Added to | 969,267 | 44,654 | 3.37% | 3.23% | 19 | +41,605 | 4.48% | Q1 2026 | May 14, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 946,406 | 43,600 | 5.65% | 5.52% | 20 | +12,777 | 1.37% | Q1 2026 | May 07, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 905,261 | 41,705 | 8.42% | 8.6% | 21 | +31,186 | 3.57% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 885,099 | 40,776 | 0.07% | 0.09% | 22 | -246,882 | -21.81% | Q1 2026 | May 14, 2026 |
| Enclave Advisors LLC | History | Reduced | 878,087 | 40,453 | 5.55% | 6.15% | 23 | -59,292 | -6.33% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 809,994 | 37,316 | 0.05% | 0.05% | 24 | -25,823 | -3.09% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | Added to | 793,208 | 36,543 | 2.0% | 2.09% | 25 | +33,443 | 4.4% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 733,690 | 33,801 | 0.04% | 0.03% | 26 | +182,265 | 33.05% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 721,310 | 33,230 | 0.01% | 0.01% | 27 | +68,651 | 10.52% | Q1 2026 | May 06, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 688,590 | 31,723 | 3.0% | 2.79% | 28 | +55,746 | 8.81% | Q1 2026 | May 04, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 656,955 | 30,265 | 4.06% | 4.09% | 29 | +8,225 | 1.27% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 637,188 | 29,355 | 0.04% | 0.04% | 30 | +60,408 | 10.47% | Q1 2026 | Apr 27, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 601,468 | 27,709 | 2.73% | 2.42% | 31 | +80,635 | 15.48% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 595,211 | 27,421 | 0.53% | 0.48% | 32 | +62,426 | 11.72% | Q1 2026 | Apr 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 584,811 | 26,942 | 3.63% | 3.45% | 33 | +34,637 | 6.3% | Q1 2026 | Apr 08, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 577,197 | 26,591 | 1.88% | 2.33% | 34 | +216,928 | 60.21% | Q1 2026 | May 15, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 572,035 | 26,353 | 5.34% | 5.69% | 35 | +17,583 | 3.17% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 567,053 | 26,124 | 0.31% | 0.28% | 36 | +32,638 | 6.11% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 555,971 | 25,613 | 0.02% | 0.02% | 37 | +18,712 | 3.48% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 555,847 | 25,607 | 0.99% | 0.88% | 38 | +97,788 | 21.35% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 551,927 | 25,427 | 0.15% | 0.14% | 39 | +41,504 | 8.13% | Q1 2026 | May 05, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 543,115 | 25,021 | 9.02% | 5.94% | 40 | +194,198 | 55.66% | Q1 2026 | Apr 29, 2026 |
| Resonant Capital Advisors, LLC | History | New | 542,367 | 24,986 | 1.31% | — | 41 | +542,367 | New | Q1 2026 | Apr 29, 2026 |
| Planned Solutions, Inc. | History | Added to | 533,069 | 24,558 | 8.04% | 7.71% | 42 | +13,568 | 2.61% | Q1 2026 | Apr 09, 2026 |
| Longview Financial Advisors LLC | History | Added to | 520,045 | 23,958 | 13.02% | 13.05% | 43 | +8,579 | 1.68% | Q1 2026 | Apr 20, 2026 |
| True North Advisors, LLC | History | New | 519,605 | 23,938 | 2.73% | — | 44 | +519,605 | New | Q1 2026 | May 07, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 519,386 | 23,928 | 7.78% | 7.69% | 45 | +21,552 | 4.33% | Q1 2026 | May 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 507,149 | 23,364 | 1.03% | 1.17% | 46 | -54,364 | -9.68% | Q1 2026 | May 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 498,900 | 22,984 | 9.29% | 9.12% | 47 | +38,124 | 8.27% | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 482,437 | 22,225 | 0.4% | 0.4% | 48 | +27,663 | 6.08% | Q1 2026 | May 11, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 473,032 | 21,792 | 2.4% | 2.15% | 49 | +61,420 | 14.92% | Q1 2026 | May 14, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 472,900 | 21,786 | 4.11% | 4.14% | 50 | +9,699 | 2.09% | Q1 2026 | May 07, 2026 |
| Certified Advisory Corp | History | Added to | 472,470 | 21,766 | 1.95% | 1.83% | 51 | +37,831 | 8.7% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 462,969 | 21,329 | 0.05% | 0.03% | 52 | +192,367 | 71.09% | Q1 2026 | Apr 30, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 461,397 | 21,256 | 6.08% | 5.74% | 53 | +8,297 | 1.83% | Q1 2026 | Apr 28, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 444,395 | 20,473 | 2.15% | 1.18% | 54 | +210,771 | 90.22% | Q1 2026 | May 11, 2026 |
| Echo Wealth Management, LLC | History | Added to | 441,628 | 20,345 | 11.71% | 11.29% | 55 | +23,924 | 5.73% | Q1 2026 | Apr 21, 2026 |
| One Capital Management, LLC | History | Added to | 435,070 | 20,043 | 0.55% | 0.55% | 56 | +42,962 | 10.96% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 433,885 | 19,989 | 0.22% | 0.34% | 57 | -112,182 | -20.54% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 430,196 | 19,819 | 0.09% | 0.08% | 58 | +48,983 | 12.85% | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 415,690 | 19,150 | 0.31% | 0.01% | 59 | +408,285 | 5513.64% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 410,617 | 18,917 | 1.99% | 0.85% | 60 | +240,664 | 141.61% | Q1 2026 | May 04, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 407,339 | 18,766 | 17.86% | 18.46% | 61 | -8,668 | -2.08% | Q1 2026 | May 04, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 406,200 | 18,713 | 2.49% | 2.41% | 62 | +15,582 | 3.99% | Q1 2026 | Apr 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 404,369 | 18,540 | 0.01% | 0.01% | 63 | +148,365 | 57.95% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 375,016 | 17,119 | 0.19% | 0.1% | 64 | +202,313 | 117.15% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 365,184 | 16,824 | 0.39% | 0.02% | 65 | +357,690 | 4773.02% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 358,756 | 16,527 | 0.13% | — | 66 | +358,756 | New | Q1 2026 | May 15, 2026 |
| Pearl Planning LLC | History | New | 358,146 | 16,499 | 8.82% | — | 67 | +358,146 | New | Q1 2026 | Apr 30, 2026 |
| Magnus Financial Group LLC | History | Added to | 358,045 | 16,495 | 1.34% | 1.19% | 68 | +22,579 | 6.73% | Q1 2026 | Apr 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 353,899 | 16,304 | 0.02% | 0.0% | 69 | +334,947 | 1767.34% | Q1 2026 | May 05, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 346,190 | 15,949 | 0.65% | 0.72% | 70 | -3,205 | -0.92% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 326,486 | 15,041 | 1.07% | 0.98% | 71 | +31,175 | 10.56% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 325,982 | 15,017 | 0.11% | 0.12% | 72 | +14,440 | 4.64% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 324,347 | 14,942 | 0.35% | 0.38% | 73 | -13,260 | -3.93% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 313,650 | 14,449 | 0.05% | 0.02% | 74 | +195,290 | 165.0% | Q1 2026 | Apr 30, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 308,578 | 14,216 | 2.78% | 2.62% | 75 | +12,087 | 4.08% | Q1 2026 | Apr 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 307,497 | 14,166 | 1.03% | 1.05% | 76 | +7,841 | 2.62% | Q1 2026 | May 05, 2026 |
| Clear Trail Advisors, LLC | History | New | 297,772 | 13,718 | 2.28% | — | 77 | +297,772 | New | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 295,831 | 13,629 | 0.11% | 0.01% | 78 | +271,484 | 1115.06% | Q1 2026 | Apr 07, 2026 |
| FMA Wealth Management, LLC | History | Added to | 275,341 | 12,684 | 8.44% | 8.18% | 79 | +2,756 | 1.01% | Q1 2026 | Apr 14, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 263,252 | 12,128 | 2.83% | 1.65% | 80 | +116,771 | 79.72% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 263,966 | 12,116 | 0.11% | 0.18% | 81 | -95,103 | -26.49% | Q1 2026 | Apr 07, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | New | 262,618 | 12,098 | 3.64% | — | 82 | +262,618 | New | Q1 2026 | May 07, 2026 |
| American Financial Advisors, LLC | History | Added to | 261,282 | 12,037 | 1.61% | 1.55% | 83 | +1,115 | 0.43% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 259,155 | 11,939 | 0.22% | 0.2% | 84 | +15,829 | 6.51% | Q1 2026 | Apr 10, 2026 |
| Krilogy Financial LLC | History | Added to | 257,446 | 11,886 | 0.38% | 0.39% | 85 | +12,601 | 5.15% | Q1 2026 | Apr 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 250,805 | 11,554 | 0.01% | 0.0% | 86 | +55,643 | 28.51% | Q1 2026 | May 08, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 246,240 | 11,344 | 1.58% | 0.05% | 87 | +238,465 | 3067.07% | Q1 2026 | May 04, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 245,878 | 11,327 | 2.35% | 2.2% | 88 | +30,440 | 14.13% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 241,843 | 11,141 | 0.14% | 0.1% | 89 | +76,855 | 46.58% | Q1 2026 | May 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 241,622 | 11,131 | 4.41% | 3.5% | 90 | +47,488 | 24.46% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Added to | 239,785 | 11,046 | 0.78% | 0.62% | 91 | +54,618 | 29.5% | Q1 2026 | May 12, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 234,753 | 10,815 | 3.64% | 3.46% | 92 | +9,400 | 4.17% | Q1 2026 | May 13, 2026 |
| PLANNING DIRECTIONS INC | History | New | 229,934 | 10,593 | 5.36% | — | 93 | +229,934 | New | Q1 2026 | Apr 15, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 220,793 | 10,171 | 6.53% | 5.08% | 94 | +56,140 | 34.1% | Q1 2026 | Apr 10, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 219,949 | 10,133 | 5.34% | 4.39% | 95 | +41,375 | 23.17% | Q1 2026 | May 14, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 211,128 | 9,726 | 4.27% | 4.14% | 96 | +18,052 | 9.35% | Q1 2026 | Apr 22, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 208,599 | 9,610 | 3.69% | 3.6% | 97 | +7,283 | 3.62% | Q1 2026 | Apr 22, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 205,000 | 9,444 | 3.2% | 2.96% | 98 | +11,862 | 6.14% | Q1 2026 | Apr 24, 2026 |
| S Harris Financial Group, LLC | History | Added to | 202,352 | 9,322 | 8.5% | 8.53% | 99 | +10,016 | 5.21% | Q1 2026 | Apr 21, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 201,042 | 9,262 | 4.79% | 4.56% | 100 | +22,396 | 12.54% | Q1 2026 | Apr 21, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 197,058 | 9,078 | 0.14% | — | 101 | +197,058 | New | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 195,143 | 8,990 | 0.22% | 0.23% | 102 | +2,824 | 1.47% | Q1 2026 | Apr 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 189,908 | 8,752 | 0.49% | 0.47% | 103 | +16,893 | 9.76% | Q1 2026 | Apr 17, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 188,897 | 8,702 | 0.65% | 0.02% | 104 | +184,026 | 3777.99% | Q1 2026 | May 04, 2026 |
| SkyOak Wealth, LLC | History | Added to | 188,237 | 8,672 | 1.59% | 1.41% | 105 | +18,727 | 11.05% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 187,823 | 8,622 | 0.02% | 0.02% | 106 | -99,369 | -34.6% | Q1 2026 | Apr 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 186,336 | 8,584 | 0.28% | 0.14% | 107 | +16,250 | 9.55% | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 183,784 | 8,466 | 0.08% | 0.09% | 108 | +3,832 | 2.13% | Q1 2026 | Apr 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 181,869 | 8,378 | 0.17% | 0.08% | 109 | +99,475 | 120.73% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 180,157 | 8,299 | 0.01% | 0.01% | 110 | -16,818 | -8.54% | Q1 2026 | May 14, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 178,275 | 8,252 | 4.31% | 4.31% | 111 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 175,661 | 8,092 | 0.0% | 0.01% | 112 | +3,452 | 2.0% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 174,675 | 8,047 | 0.04% | 0.03% | 113 | +51,355 | 41.64% | Q1 2026 | Apr 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 173,934 | 8,013 | 1.99% | — | 114 | +173,934 | New | Q1 2026 | Apr 29, 2026 |
| Seascape Capital Management | History | Added to | 173,021 | 7,971 | 2.3% | 2.25% | 115 | +1,928 | 1.13% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 170,941 | 7,875 | 0.17% | 0.17% | 116 | +2,786 | 1.66% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 169,736 | 7,819 | 0.02% | 0.02% | 117 | -14,732 | -7.99% | Q1 2026 | May 04, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 168,663 | 7,770 | 0.87% | 0.82% | 118 | -2,800 | -1.63% | Q1 2026 | Apr 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 165,677 | 7,632 | 0.24% | 0.3% | 119 | -34,406 | -17.2% | Q1 2026 | May 11, 2026 |
| VanWeelden Wealth Management, LLC | History | New | 153,545 | 7,073 | 5.64% | — | 120 | +153,545 | New | Q1 2026 | May 12, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 151,356 | 6,972 | 2.22% | 2.16% | 121 | +2,342 | 1.57% | Q1 2026 | Apr 23, 2026 |
| Blue Chip Partners, LLC | History | Added to | 147,558 | 6,797 | 0.49% | 0.49% | 122 | +494 | 0.34% | Q1 2026 | May 15, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 145,400 | 6,698 | 0.97% | 0.9% | 123 | +4,601 | 3.27% | Q1 2026 | May 15, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 143,245 | 6,599 | 6.63% | 6.58% | 124 | +2,677 | 1.9% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 140,990 | 6,495 | 0.37% | 0.38% | 125 | +71,586 | 103.14% | Q1 2026 | Apr 22, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 139,081 | 6,407 | 3.22% | 2.82% | 126 | +16,947 | 13.88% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 136,128 | 6,271 | 0.01% | 0.0% | 127 | +56,556 | 71.08% | Q1 2026 | May 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 133,658 | 6,157 | 1.67% | 1.58% | 128 | +7,072 | 5.59% | Q1 2026 | May 07, 2026 |
| Fiduciary Alliance LLC | History | Added to | 131,213 | 6,062 | 0.37% | 0.31% | 129 | +30,165 | 29.85% | Q1 2026 | Apr 20, 2026 |
| Jeter Robert S II | History | New | 129,502 | 5,966 | 5.94% | — | 130 | +129,502 | New | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 128,688 | 5,928 | 2.75% | 2.45% | 131 | +6,973 | 5.73% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Added to | 126,088 | 5,817 | 0.46% | 0.47% | 132 | +6,649 | 5.57% | Q1 2026 | May 01, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 126,673 | 5,815 | 3.33% | 4.2% | 133 | -9,029 | -6.65% | Q1 2026 | Apr 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 126,169 | 5,812 | 0.28% | 0.26% | 134 | +9,360 | 8.01% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 123,906 | 5,708 | 0.2% | 0.19% | 135 | +9,170 | 7.99% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Added to | 120,163 | 5,535 | 0.01% | 0.0% | 136 | +70,935 | 144.09% | Q1 2026 | May 14, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 119,351 | 5,498 | 1.38% | 1.39% | 137 | +1,784 | 1.52% | Q1 2026 | Apr 09, 2026 |
| Red Mountain Financial, LLC | History | Added to | 117,666 | 5,420 | 5.11% | 5.21% | 138 | +2,934 | 2.56% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Reduced | 115,651 | 5,328 | 0.0% | 0.0% | 139 | -2,583 | -2.18% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 115,542 | 5,323 | 0.08% | 0.09% | 140 | +20,517 | 21.59% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 114,717 | 5,285 | 0.39% | 0.3% | 141 | +27,879 | 32.1% | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 113,246 | 5,217 | 0.5% | 0.5% | 142 | +4,720 | 4.35% | Q1 2026 | Apr 22, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 109,943 | 5,065 | 0.89% | 1.06% | 143 | -21,500 | -16.36% | Q1 2026 | May 07, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 103,637 | 4,774 | 4.49% | 4.48% | 144 | +20,416 | 24.53% | Q1 2026 | May 15, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 103,575 | 4,771 | 1.88% | 1.85% | 145 | -56,220 | -35.18% | Q1 2026 | May 06, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Added to | 103,523 | 4,758 | 3.79% | 4.0% | 146 | +933 | 0.91% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 102,735 | 4,732 | 1.0% | 1.0% | 147 | +66 | 0.06% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 101,877 | 4,693 | 0.0% | — | 148 | +101,877 | New | Q1 2026 | May 13, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 100,488 | 4,629 | 1.32% | 1.09% | 149 | +23,858 | 31.13% | Q1 2026 | Apr 27, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 100,391 | 4,625 | 0.47% | 0.47% | 150 | +65 | 0.06% | Q1 2026 | May 08, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 100,326 | 4,622 | 2.29% | 2.23% | 151 | -1,313 | -1.29% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 97,540 | 4,493 | 0.06% | 0.06% | 152 | +15,869 | 19.43% | Q1 2026 | May 15, 2026 |
| Keystone Financial Services, LLC | History | Added to | 96,394 | 4,440 | 2.99% | 2.94% | 153 | +3,220 | 3.46% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 96,049 | 4,424 | 0.06% | 0.06% | 154 | +2,109 | 2.25% | Q1 2026 | May 15, 2026 |
| Beacon Bank & Trust | History | Added to | 94,974 | 4,375 | 0.9% | 0.69% | 155 | +21,945 | 30.05% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 94,328 | 4,345 | 0.04% | 0.03% | 156 | +32,546 | 52.68% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 91,129 | 4,198 | 0.04% | 0.04% | 157 | -16,319 | -15.19% | Q1 2026 | May 13, 2026 |
| Montecito Bank & Trust | History | Added to | 91,043 | 4,194 | 0.69% | 0.52% | 158 | +20,570 | 29.19% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | Added to | 87,710 | 4,040 | 0.07% | 0.07% | 159 | +6,966 | 8.63% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 87,521 | 4,032 | 0.0% | 0.0% | 160 | +56,961 | 186.39% | Q1 2026 | May 15, 2026 |
| Miller Global Investments, LLC | History | Added to | 86,812 | 3,999 | 3.67% | 3.6% | 161 | +792 | 0.92% | Q1 2026 | Apr 06, 2026 |
| Invst, LLC | History | Added to | 86,230 | 3,972 | 0.45% | 0.42% | 162 | +3,362 | 4.06% | Q1 2026 | May 13, 2026 |
| TBH Global Asset Management, LLC | History | New | 85,998 | 3,961 | 0.8% | — | 163 | +85,998 | New | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 84,812 | 3,907 | 0.04% | — | 165 | +84,812 | New | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 84,812 | 3,907 | 2.02% | 1.82% | 164 | +8,185 | 10.68% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 84,714 | 3,902 | 0.01% | 0.01% | 166 | -1,320 | -1.53% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 83,978 | 3,868 | 0.1% | 0.16% | 167 | -24,039 | -22.25% | Q1 2026 | May 11, 2026 |
| Peck Wealth Management, LLC | History | Added to | 83,383 | 3,841 | 3.85% | 3.43% | 168 | +4,950 | 6.31% | Q1 2026 | May 13, 2026 |
| Vigilare Wealth Management | History | Reduced | 82,646 | 3,807 | 1.29% | 6.97% | 169 | -365,325 | -81.55% | Q1 2026 | Apr 01, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 82,549 | 3,803 | 0.16% | 0.15% | 170 | +2,629 | 3.29% | Q1 2026 | Apr 13, 2026 |
| Addison Capital Co | History | Added to | 80,582 | 3,712 | 0.66% | 0.74% | 171 | +16,993 | 26.72% | Q1 2026 | Apr 29, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 80,403 | 3,704 | 2.82% | 3.15% | 172 | -12,684 | -13.63% | Q1 2026 | Apr 30, 2026 |
| Citizens National Bank Trust Department | History | Added to | 79,625 | 3,668 | 0.61% | 0.45% | 173 | +23,010 | 40.64% | Q1 2026 | May 04, 2026 |
| BNB Wealth Management, LLC | History | Added to | 78,643 | 3,623 | 2.33% | 2.25% | 174 | +3,352 | 4.45% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 78,429 | 3,613 | 0.43% | 0.41% | 175 | +2,114 | 2.77% | Q1 2026 | Apr 10, 2026 |
| Centurion Wealth Management LLC | History | Added to | 78,310 | 3,607 | 0.81% | 0.62% | 176 | +17,641 | 29.08% | Q1 2026 | Apr 10, 2026 |
| Syverson Strege & Co | History | Reduced | 77,003 | 3,547 | 0.85% | 0.98% | 177 | -12,695 | -14.15% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 76,373 | 3,518 | 0.05% | 0.08% | 178 | -41,240 | -35.06% | Q1 2026 | May 12, 2026 |
| First Citizens Financial Corp | History | Added to | 74,537 | 3,433 | 1.62% | 1.36% | 179 | +15,219 | 25.66% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 73,994 | 3,408 | 0.22% | 0.21% | 180 | +3,762 | 5.36% | Q1 2026 | Apr 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 73,791 | 3,399 | 0.22% | 0.19% | 181 | +9,306 | 14.43% | Q1 2026 | May 14, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 73,487 | 3,395 | 2.19% | 2.37% | 182 | -2,586 | -3.4% | Q1 2026 | Apr 16, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 73,147 | 3,385 | 2.43% | 2.43% | 183 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 69,548 | 3,204 | 0.33% | 0.28% | 184 | +21,600 | 45.05% | Q1 2026 | May 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 68,553 | 3,158 | 0.32% | 0.32% | 185 | +7 | 0.01% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 68,475 | 3,154 | 0.05% | 0.01% | 186 | +59,300 | 646.32% | Q1 2026 | Apr 14, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 68,218 | 3,142 | 0.25% | 0.33% | 187 | -6,837 | -9.11% | Q1 2026 | Apr 16, 2026 |
| Narus Financial Partners, LLC | History | Added to | 67,573 | 3,113 | 0.82% | 0.7% | 188 | +12,446 | 22.58% | Q1 2026 | Apr 21, 2026 |
| Emissary Wealth LLC | History | Added to | 64,341 | 2,964 | 2.78% | 2.24% | 189 | +6,763 | 11.75% | Q1 2026 | May 08, 2026 |
| Everest Financial Group LLC | History | Added to | 61,307 | 2,824 | 0.46% | 0.41% | 190 | +21,522 | 54.1% | Q1 2026 | May 15, 2026 |
| Beckerman Institutional, LLC | History | Added to | 60,635 | 2,793 | 1.48% | 1.56% | 191 | +511 | 0.85% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 60,157 | 2,771 | 0.01% | 0.01% | 192 | +14,864 | 32.82% | Q1 2026 | May 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 59,131 | 2,724 | 0.46% | 0.47% | 193 | +2,127 | 3.73% | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Added to | 58,798 | 2,708 | 0.13% | 0.11% | 194 | +10,053 | 20.62% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 57,615 | 2,654 | 0.68% | 0.54% | 195 | +14,018 | 32.15% | Q1 2026 | Apr 29, 2026 |
| Janney Capital Management LLC | History | No change | 56,562 | 2,618 | 0.16% | 0.16% | 196 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 56,429 | 2,590 | 0.56% | 0.5% | 197 | +6,390 | 12.77% | Q1 2026 | Apr 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 55,227 | 2,544 | 0.29% | 0.24% | 198 | +8,345 | 17.8% | Q1 2026 | Apr 16, 2026 |
| Altus Wealth Management, LLC | History | Added to | 54,559 | 2,513 | 1.12% | 1.04% | 199 | +2,465 | 4.73% | Q1 2026 | Apr 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 54,248 | 2,499 | 0.47% | 0.42% | 200 | +5,856 | 12.1% | Q1 2026 | Apr 28, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 53,804 | 2,478 | 0.56% | 0.62% | 201 | +2,689 | 5.26% | Q1 2026 | Apr 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 53,252 | 2,453 | 0.14% | 0.13% | 202 | +5,491 | 11.5% | Q1 2026 | May 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 48,742 | 2,245 | 0.47% | 0.54% | 203 | -10,361 | -17.53% | Q1 2026 | Apr 13, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 48,432 | 2,231 | 0.86% | 0.88% | 204 | -1,031 | -2.08% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 48,410 | 2,230 | 0.73% | 0.42% | 205 | +21,285 | 78.47% | Q1 2026 | Apr 24, 2026 |
| Benchmark Financial, LLC | History | Added to | 48,325 | 2,226 | 2.0% | 1.98% | 206 | +5,315 | 12.36% | Q1 2026 | Apr 21, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 48,053 | 2,213 | 1.67% | 1.24% | 207 | +14,907 | 44.97% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Added to | 46,128 | 2,125 | 0.03% | 0.03% | 208 | +2,351 | 5.37% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Reduced | 45,598 | 2,100 | 0.1% | 0.13% | 209 | -15,832 | -25.77% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | New | 45,572 | 2,099 | 0.08% | — | 210 | +45,572 | New | Q1 2026 | May 19, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 45,479 | 2,095 | 1.02% | 1.34% | 211 | -11,835 | -20.65% | Q1 2026 | Apr 22, 2026 |
| Nolet Wealth Management, LLC | History | Added to | 45,384 | 2,090 | 1.19% | 1.06% | 212 | +4,145 | 10.05% | Q1 2026 | May 05, 2026 |
| Cooper Financial Group | History | Reduced | 44,946 | 2,070 | 0.21% | 0.22% | 213 | -77 | -0.17% | Q1 2026 | Apr 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 44,034 | 2,028 | 0.25% | 0.25% | 214 | -1,569 | -3.44% | Q1 2026 | May 05, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 43,523 | 2,005 | 0.11% | 0.08% | 215 | +14,800 | 51.53% | Q1 2026 | Apr 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 43,422 | 2,000 | 0.06% | 0.06% | 216 | +2,716 | 6.67% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 43,360 | 1,997 | 0.01% | 0.01% | 217 | +2,438 | 5.96% | Q1 2026 | May 05, 2026 |
| URS Advisory LLC | History | Added to | 43,282 | 1,993 | 1.46% | 0.17% | 218 | +38,902 | 888.17% | Q1 2026 | Apr 23, 2026 |
| PDS Planning, Inc | History | Added to | 42,600 | 1,962 | 0.13% | 0.13% | 219 | +42 | 0.1% | Q1 2026 | Apr 21, 2026 |
| InTrack Investment Management Inc | History | Added to | 42,563 | 1,960 | 1.12% | 0.96% | 220 | +5,542 | 14.97% | Q1 2026 | Apr 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 41,923 | 1,931 | 0.03% | 0.03% | 221 | -2,302 | -5.21% | Q1 2026 | Apr 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 41,798 | 1,925 | 0.02% | 0.02% | 222 | -177 | -0.42% | Q1 2026 | May 06, 2026 |
| BankPlus Trust Department | History | Added to | 41,692 | 1,920 | 0.51% | 0.46% | 223 | +3,693 | 9.72% | Q1 2026 | May 11, 2026 |
| Alteri Wealth LLC | History | Added to | 40,545 | 1,867 | 0.6% | 0.17% | 224 | +29,395 | 263.63% | Q1 2026 | May 06, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 40,137 | 1,849 | 0.57% | 0.41% | 225 | -1,137 | -2.75% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 38,811 | 1,796 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 38,919 | 1,793 | 0.06% | 0.01% | 227 | -32,821 | -45.75% | Q1 2026 | Apr 23, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 37,970 | 1,749 | 0.57% | 0.4% | 228 | +5,572 | 17.2% | Q1 2026 | Apr 15, 2026 |
| 5T Wealth, LLC | History | Reduced | 37,416 | 1,723 | 0.68% | 0.76% | 229 | -3,822 | -9.27% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 36,529 | 1,682 | 1.54% | 1.43% | 230 | +3,604 | 10.95% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 35,444 | 1,632 | 0.0% | 0.0% | 231 | +3,227 | 10.02% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 35,314 | 1,631 | 0.12% | 0.09% | 232 | +8,295 | 30.7% | Q1 2026 | Apr 08, 2026 |
| Element Wealth, LLC | History | Added to | 34,172 | 1,574 | 0.65% | 0.64% | 233 | +538 | 1.6% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 34,077 | 1,569 | 0.0% | — | 234 | +34,077 | New | Q1 2026 | May 01, 2026 |
| Herold Advisors, Inc. | History | Reduced | 33,659 | 1,550 | 0.34% | 0.36% | 235 | -894 | -2.59% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 32,204 | 1,483 | 0.02% | 0.01% | 236 | +11,160 | 53.03% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 31,880 | 1,469 | 0.05% | 0.04% | 237 | +4,923 | 18.26% | Q1 2026 | May 15, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 31,279 | 1,441 | 0.32% | 0.27% | 238 | +6,183 | 24.64% | Q1 2026 | Apr 22, 2026 |
| Selby Wealth Management, LLC | History | Added to | 30,803 | 1,419 | 0.56% | 0.36% | 239 | +11,641 | 60.75% | Q1 2026 | Apr 08, 2026 |
| Triumph Capital Management | History | Added to | 30,724 | 1,415 | 0.29% | 0.25% | 240 | +5,218 | 20.46% | Q1 2026 | May 13, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 30,668 | 1,412 | 0.17% | 0.14% | 241 | +6,113 | 24.9% | Q1 2026 | Apr 22, 2026 |
| WBH ADVISORY INC | History | Reduced | 30,597 | 1,404 | 0.11% | 0.11% | 242 | -2,953 | -8.8% | Q1 2026 | Apr 27, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 30,105 | 1,386 | 0.04% | 0.04% | 243 | +1,913 | 6.79% | Q1 2026 | May 04, 2026 |
| TOWLE & CO | History | New | 29,896 | 1,377 | 0.53% | — | 244 | +29,896 | New | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 29,803 | 1,373 | 0.01% | 0.03% | 245 | -161,945 | -84.46% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 29,391 | 1,354 | 0.02% | 0.02% | 246 | +61 | 0.21% | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | Added to | 27,708 | 1,276 | 0.03% | 0.02% | 247 | +14,931 | 116.86% | Q1 2026 | May 14, 2026 |
| William Mack & Associates, Inc. | History | Added to | 27,594 | 1,271 | 0.73% | 0.59% | 248 | +651 | 2.42% | Q1 2026 | Apr 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 27,036 | 1,240 | 0.09% | 0.06% | 249 | +7,741 | 40.12% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 25,965 | 1,196 | 0.07% | 0.06% | 250 | +2,321 | 9.82% | Q1 2026 | May 11, 2026 |
| Heirloom Wealth Management | History | New | 25,352 | 1,167 | 0.21% | — | 251 | +25,352 | New | Q1 2026 | Apr 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 25,282 | 1,164 | 0.04% | 0.02% | 252 | +16,271 | 180.57% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 25,282 | 1,164 | 0.15% | 0.06% | 253 | +16,271 | 180.57% | Q1 2026 | Apr 28, 2026 |
| NCM Capital Management, LLC | History | Added to | 24,850 | 1,144 | 0.41% | 0.26% | 254 | +9,850 | 65.67% | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 24,745 | 1,140 | 0.25% | 0.24% | 255 | +2,620 | 11.84% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Reduced | 24,491 | 1,128 | 0.03% | 0.03% | 256 | -371 | -1.49% | Q1 2026 | May 04, 2026 |
| BOKF, NA | History | Added to | 23,856 | 1,099 | 0.02% | 0.01% | 257 | +13,728 | 135.55% | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 23,595 | 1,087 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 23,171 | 1,067 | 0.01% | 0.01% | 259 | +1,392 | 6.39% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 22,906 | 1,055 | 0.0% | 0.0% | 260 | +5,231 | 29.6% | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 21,869 | 1,007 | 0.62% | 0.67% | 261 | +393 | 1.83% | Q1 2026 | May 05, 2026 |
| Waterfront Wealth Inc. | History | Added to | 21,830 | 1,005 | 0.18% | 0.17% | 262 | +2,428 | 12.51% | Q1 2026 | Apr 30, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 21,705 | 999 | 0.46% | 0.46% | 263 | -350 | -1.59% | Q1 2026 | Apr 09, 2026 |
| Parallel Advisors, LLC | History | Reduced | 20,488 | 943 | 0.02% | 0.02% | 264 | -2,411 | -10.53% | Q1 2026 | May 07, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 19,311 | 889 | 0.4% | 0.36% | 265 | +2,189 | 12.78% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 18,958 | 870 | 0.03% | 0.01% | 266 | +12,411 | 189.57% | Q1 2026 | May 15, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 18,372 | 846 | 0.23% | 0.27% | 267 | -1,642 | -8.2% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 18,291 | 842 | 0.05% | 0.05% | 268 | +26 | 0.14% | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 18,196 | 838 | 0.09% | 0.12% | 269 | -638 | -3.39% | Q1 2026 | Apr 23, 2026 |
| Convergence Financial, LLC | History | Added to | 16,937 | 778 | 0.08% | 0.1% | 270 | +1,594 | 10.39% | Q1 2026 | May 11, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 16,785 | 773 | 0.1% | 0.09% | 271 | +1,013 | 6.42% | Q1 2026 | May 04, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 16,779 | 773 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 16,775 | 772 | 0.03% | 0.05% | 273 | -8,988 | -34.89% | Q1 2026 | May 07, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 16,697 | 769 | 0.58% | 0.79% | 274 | -6,791 | -28.91% | Q1 2026 | May 08, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 16,639 | 766 | 0.74% | 0.76% | 275 | +86 | 0.52% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 16,616 | 765 | 0.0% | 0.01% | 276 | -30,771 | -64.94% | Q1 2026 | May 14, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 16,499 | 760 | 0.31% | 0.29% | 277 | +707 | 4.48% | Q1 2026 | May 07, 2026 |
| Menard Financial Group LLC | History | Added to | 16,503 | 760 | 0.53% | 0.52% | 278 | +252 | 1.55% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 16,441 | 757 | 0.01% | 0.01% | 279 | +6,705 | 68.87% | Q1 2026 | May 13, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 16,362 | 753 | 0.4% | 0.4% | 280 | +572 | 3.62% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,197 | 746 | 0.02% | 0.02% | 281 | -5,349 | -24.83% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Added to | 15,744 | 725 | 0.12% | 0.11% | 282 | +840 | 5.64% | Q1 2026 | Apr 28, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 15,698 | 723 | 0.24% | 0.09% | 283 | +9,622 | 158.36% | Q1 2026 | Apr 21, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 15,649 | 720 | 0.48% | 0.41% | 284 | +2,580 | 19.74% | Q1 2026 | Apr 08, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 15,478 | 713 | 0.71% | 0.58% | 285 | +3,090 | 24.94% | Q1 2026 | Apr 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 15,417 | 710 | 0.02% | 0.02% | 286 | -5,021 | -24.57% | Q1 2026 | Apr 13, 2026 |
| PALLADIEM, LLC | History | No change | 15,290 | 704 | 0.67% | 0.67% | 287 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | Added to | 15,180 | 699 | 0.01% | 0.01% | 288 | +326 | 2.19% | Q1 2026 | May 15, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 15,148 | 697 | 0.25% | 0.35% | 289 | +148 | 0.99% | Q1 2026 | May 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 14,769 | 685 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Daviman Financial, LLC | History | New | 14,801 | 681 | 0.4% | — | 291 | +14,801 | New | Q1 2026 | Apr 23, 2026 |
| Capital Planning Advisors, LLC | History | No change | 14,723 | 678 | 0.1% | 0.09% | 292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hudson Value Partners, LLC | History | Added to | 14,635 | 674 | 0.2% | 0.11% | 293 | +6,707 | 84.6% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 14,432 | 664 | 0.01% | 0.02% | 294 | -173 | -1.18% | Q1 2026 | Apr 13, 2026 |
| Betterment LLC | History | Added to | 14,077 | 649 | 0.0% | 0.0% | 295 | +1,988 | 16.44% | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | Added to | 13,960 | 643 | 0.12% | 0.05% | 296 | +7,035 | 101.59% | Q1 2026 | Apr 22, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 13,882 | 639 | 0.31% | 0.3% | 298 | +76 | 0.55% | Q1 2026 | Apr 15, 2026 |
| Spahn Wealth & Retirement LLC | History | No change | 11,275 | 639 | 0.81% | 0.4% | 297 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Emerald Advisors, LLC | History | Added to | 13,759 | 633 | 0.08% | 0.04% | 299 | +6,882 | 100.07% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 13,677 | 628 | 0.03% | 0.11% | 300 | -37,801 | -73.43% | Q1 2026 | May 12, 2026 |