J.P. Morgan Exchange-Traded Fund Trust - JQUA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | History | Added to | 11,416,986 | 700,089 | 3.38% | 3.69% | 1 | +1,160,024 | 11.31% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 4,032,959 | 247,301 | 0.07% | 0.08% | 2 | -648,460 | -13.85% | Q1 2026 | May 06, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 2,967,077 | 181,941 | 12.73% | 9.85% | 3 | +27,525 | 0.94% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 2,053,234 | 125,904 | 0.14% | 0.1% | 4 | +684,728 | 50.03% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,915,635 | 117,466 | 4.65% | 4.66% | 5 | +15,412 | 0.81% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,854,150 | 113,696 | 0.01% | 0.01% | 6 | -1,106,117 | -37.37% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,637,249 | 100,396 | 0.03% | 0.03% | 7 | +76,133 | 4.88% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,607,772 | 96,321 | 0.01% | 0.01% | 8 | -325,552 | -16.84% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,385,680 | 84,969 | 0.01% | 0.01% | 9 | -100,224 | -6.74% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 1,323,874 | 81,179 | 2.17% | 2.77% | 10 | -34,685 | -2.55% | Q1 2026 | May 11, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,267,774 | 77,739 | 1.35% | 0.97% | 11 | +418,748 | 49.32% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,262,382 | 77,409 | 0.05% | 0.05% | 12 | -112,260 | -8.17% | Q1 2026 | May 07, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 1,245,124 | 76,351 | 8.68% | 8.75% | 13 | +34,752 | 2.87% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,032,474 | 63,311 | 0.07% | 0.05% | 14 | +303,867 | 41.71% | Q1 2026 | May 13, 2026 |
| LVZ, Inc. | History | Added to | 1,017,280 | 62,379 | 7.12% | 7.07% | 15 | +15,791 | 1.58% | Q1 2026 | Apr 28, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 987,265 | 60,539 | 3.12% | 4.7% | 16 | -443,371 | -30.99% | Q1 2026 | May 07, 2026 |
| Hughes Financial Services, LLC | History | Added to | 953,690 | 58,480 | 8.98% | 8.7% | 17 | +77,295 | 8.82% | Q1 2026 | Apr 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 950,226 | 58,267 | 1.84% | 1.71% | 18 | +207,551 | 27.95% | Q1 2026 | May 07, 2026 |
| RVW Wealth, LLC | History | Added to | 918,104 | 56,298 | 4.39% | 4.36% | 19 | +14,107 | 1.56% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 892,652 | 54,737 | 0.14% | 0.15% | 20 | +4,666 | 0.53% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 875,615 | 53,692 | 0.01% | 0.02% | 21 | -263,416 | -23.13% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 871,224 | 53,427 | 0.08% | 0.09% | 22 | -140,787 | -13.91% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 865,784 | 53,089 | 0.74% | 0.63% | 23 | +115,105 | 15.33% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 785,483 | 48,165 | 0.17% | 0.19% | 24 | -226 | -0.03% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | Added to | 745,616 | 45,721 | 5.63% | 5.79% | 25 | +14,297 | 1.95% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 743,042 | 45,563 | 0.06% | 0.1% | 26 | -395,957 | -34.76% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 718,149 | 44,036 | 0.17% | 0.2% | 27 | -31,376 | -4.19% | Q1 2026 | Apr 30, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 679,158 | 41,645 | 10.6% | 11.81% | 28 | +25,360 | 3.88% | Q1 2026 | Apr 16, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 621,176 | 38,090 | 7.4% | 8.86% | 29 | +17,908 | 2.97% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 580,418 | 35,591 | 3.86% | 3.72% | 30 | +51,982 | 9.84% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Added to | 559,839 | 35,369 | 0.23% | 0.22% | 31 | +44,533 | 8.64% | Q1 2026 | May 15, 2026 |
| Intellus Advisors LLC | History | Reduced | 576,692 | 35,362 | 4.83% | 6.03% | 32 | -142,394 | -19.8% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 530,591 | 32,790 | 0.07% | 0.06% | 33 | -103,794 | -16.36% | Q1 2026 | Apr 08, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 534,396 | 32,769 | 12.18% | 12.3% | 34 | +4,574 | 0.86% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 479,264 | 31,851 | 0.41% | 0.36% | 35 | +42,303 | 9.68% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 510,884 | 31,327 | 0.48% | 5.26% | 36 | -4,943,098 | -90.63% | Q1 2026 | Apr 07, 2026 |
| One Capital Management, LLC | History | Reduced | 491,596 | 30,144 | 0.83% | 1.27% | 37 | -174,540 | -26.2% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 469,267 | 28,775 | 0.44% | 0.0% | 38 | +467,194 | 22537.1% | Q1 2026 | May 15, 2026 |
| hemming& Wealth Management, Inc. | History | Reduced | 442,836 | 27,154 | 18.96% | 20.35% | 39 | -27,784 | -5.9% | Q1 2026 | Apr 24, 2026 |
| Breakwater Capital Group | History | Added to | 439,064 | 26,923 | 3.61% | 3.65% | 40 | +24,796 | 5.99% | Q1 2026 | Apr 20, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 438,390 | 26,882 | 0.61% | 0.64% | 41 | +2,395 | 0.55% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 384,169 | 23,557 | 0.03% | 0.03% | 42 | +4,525 | 1.19% | Q1 2026 | May 05, 2026 |
| Strategent Financial, LLC | History | Added to | 379,444 | 23,267 | 15.8% | 14.7% | 43 | +11,835 | 3.22% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 366,692 | 22,485 | 0.0% | 0.01% | 44 | -218,136 | -37.3% | Q1 2026 | May 11, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 364,507 | 22,351 | 6.57% | 7.1% | 45 | +9,126 | 2.57% | Q1 2026 | Apr 30, 2026 |
| Sanchez Wealth Management Group | History | Added to | 364,036 | 22,322 | 4.83% | 4.83% | 46 | +6,372 | 1.78% | Q1 2026 | Apr 29, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 360,859 | 22,127 | 5.08% | 5.07% | 47 | +6,755 | 1.91% | Q1 2026 | May 14, 2026 |
| Tull Financial Group, Inc. | History | Reduced | 336,446 | 20,630 | 9.21% | 15.99% | 48 | -254,511 | -43.07% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 343,535 | 20,625 | 0.01% | 0.01% | 49 | +51,538 | 17.65% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 323,966 | 19,865 | 0.63% | 0.64% | 50 | +10,565 | 3.37% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 317,882 | 19,492 | 0.03% | 0.05% | 51 | -112,692 | -26.17% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 309,252 | 18,963 | 0.22% | 0.31% | 52 | -121,259 | -28.17% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 305,486 | 18,732 | 0.43% | 0.44% | 53 | +23,003 | 8.14% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 304,568 | 18,676 | 0.0% | 0.01% | 54 | -213,361 | -41.2% | Q1 2026 | May 15, 2026 |
| REDW Wealth LLC | History | Reduced | 292,091 | 17,911 | 7.14% | 8.18% | 55 | -47,706 | -14.04% | Q1 2026 | May 07, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 288,971 | 17,720 | 3.86% | 3.0% | 56 | +61,768 | 27.19% | Q1 2026 | Apr 14, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 317,431 | 17,679 | 3.91% | 2.54% | 57 | +110,159 | 53.15% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Added to | 285,193 | 17,487 | 0.02% | 0.0% | 58 | +278,378 | 4084.78% | Q1 2026 | May 15, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 270,353 | 16,576 | 4.17% | 4.18% | 59 | +9,980 | 3.83% | Q1 2026 | Apr 09, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 248,204 | 15,219 | 1.97% | 2.09% | 60 | -10,520 | -4.07% | Q1 2026 | May 07, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 245,908 | 15,079 | 2.03% | 2.35% | 61 | +14,768 | 6.39% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 239,643 | 14,694 | 0.04% | 0.09% | 62 | -319,179 | -57.12% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 237,872 | 14,643 | 0.25% | 0.27% | 63 | +3,420 | 1.46% | Q1 2026 | May 14, 2026 |
| Able Wealth Management LLC | History | Added to | 227,384 | 13,943 | 3.73% | 4.53% | 64 | +653 | 0.29% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 227,289 | 13,937 | 0.03% | 0.03% | 65 | +4,543 | 2.04% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Reduced | 225,732 | 13,841 | 0.06% | 0.06% | 66 | -266 | -0.12% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 223,725 | 13,718 | 0.07% | 0.05% | 67 | +81,498 | 57.3% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 222,980 | 13,673 | 0.07% | 0.1% | 68 | +4,100 | 1.87% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 210,850 | 12,929 | 1.43% | 1.5% | 69 | -1,306 | -0.62% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 208,127 | 12,762 | 0.64% | 0.56% | 70 | +36,708 | 21.41% | Q1 2026 | Apr 23, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 207,754 | 12,739 | 1.23% | 0.07% | 71 | +196,871 | 1808.98% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 205,208 | 12,583 | 0.1% | 0.11% | 72 | +3,400 | 1.68% | Q1 2026 | Apr 07, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 197,028 | 12,081 | 7.48% | 6.88% | 73 | +11,544 | 6.22% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group | History | Added to | 196,293 | 12,036 | 0.82% | 0.87% | 74 | +9,255 | 4.95% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 194,304 | 11,914 | 0.06% | 0.07% | 75 | -18,283 | -8.6% | Q1 2026 | May 05, 2026 |
| West Wealth Group, LLC | History | Reduced | 190,199 | 11,663 | 2.3% | 5.22% | 76 | -208,231 | -52.26% | Q1 2026 | May 11, 2026 |
| Weil Company, Inc. | History | Added to | 189,911 | 11,645 | 2.61% | 2.17% | 77 | +40,502 | 27.11% | Q1 2026 | Apr 15, 2026 |
| Prism Advisors, Inc. | History | Added to | 187,568 | 11,501 | 3.07% | 2.91% | 78 | +14,521 | 8.39% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 186,427 | 11,431 | 0.01% | 0.01% | 79 | -2,769 | -1.46% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 184,053 | 11,286 | 0.02% | 0.04% | 80 | -134,086 | -42.15% | Q1 2026 | May 01, 2026 |
| Alpha Zero LLC | History | Added to | 178,603 | 10,951 | 5.54% | 5.83% | 81 | +9,590 | 5.67% | Q1 2026 | May 07, 2026 |
| Ledyard National Bank | History | Added to | 174,140 | 10,678 | 0.93% | 0.93% | 82 | +3,701 | 2.17% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 172,899 | 10,602 | 0.08% | 0.02% | 83 | +148,405 | 605.88% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 170,851 | 10,476 | 0.24% | 0.23% | 84 | +5,232 | 3.16% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 169,793 | 10,411 | 0.35% | 0.25% | 85 | +2,888 | 1.73% | Q1 2026 | Apr 23, 2026 |
| Plan Group Financial, LLC | History | Added to | 167,437 | 10,267 | 2.41% | 1.39% | 86 | +82,440 | 96.99% | Q1 2026 | Apr 13, 2026 |
| True North Advisors, LLC | History | Reduced | 167,127 | 10,248 | 1.17% | 1.61% | 87 | -29,489 | -15.0% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 164,024 | 10,058 | 0.01% | 0.01% | 88 | +10,793 | 7.04% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 159,817 | 9,800 | 0.38% | 0.45% | 89 | -29,746 | -15.69% | Q1 2026 | May 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 156,626 | 9,604 | 0.59% | 0.57% | 90 | +12,766 | 8.87% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 156,302 | 9,584 | 0.17% | 0.17% | 91 | +1,478 | 0.95% | Q1 2026 | Apr 10, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 154,992 | 9,504 | 4.28% | 4.34% | 92 | +3,882 | 2.57% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Reduced | 150,180 | 9,209 | 0.04% | 0.05% | 93 | -5,556 | -3.57% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Added to | 149,776 | 9,184 | 0.02% | 0.0% | 94 | +140,067 | 1442.65% | Q1 2026 | May 14, 2026 |
| Edge Financial Advisors LLC | History | No change | 143,068 | 9,039 | 3.8% | 3.8% | 95 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 141,003 | 8,908 | 2.43% | 2.43% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clarus Wealth Advisors | History | Reduced | 134,903 | 8,370 | 3.57% | 3.61% | 97 | -569 | -0.42% | Q1 2026 | Apr 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 136,379 | 8,364 | 0.08% | 0.09% | 98 | +5,829 | 4.46% | Q1 2026 | May 12, 2026 |
| MBA Advisors LLC | History | Added to | 135,353 | 8,299 | 3.19% | 3.39% | 99 | +2,069 | 1.55% | Q1 2026 | Apr 20, 2026 |
| Navalign, LLC | History | Added to | 130,438 | 7,998 | 2.02% | 1.87% | 100 | +9,594 | 7.94% | Q1 2026 | Apr 29, 2026 |
| Tenzing Financial LLC | History | Added to | 123,993 | 7,908 | 5.93% | 5.81% | 101 | +10,704 | 9.45% | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 128,637 | 7,887 | 0.06% | 0.07% | 102 | -14,441 | -10.09% | Q1 2026 | Apr 15, 2026 |
| Tandem Financial, LLC | History | New | 128,105 | 7,855 | 2.5% | — | 103 | +128,105 | New | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 118,802 | 7,782 | 4.38% | — | 104 | +118,802 | New | Q1 2026 | May 19, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 123,343 | 7,563 | 0.81% | 0.82% | 105 | +1,513 | 1.24% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 122,103 | 7,516 | 0.07% | 0.01% | 106 | +110,157 | 922.12% | Q1 2026 | Apr 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 121,297 | 7,437 | 0.05% | 0.05% | 107 | +2,447 | 2.06% | Q1 2026 | May 05, 2026 |
| LAWOOD & CO | History | Reduced | 120,533 | 7,391 | 6.86% | 7.46% | 108 | -4,117 | -3.3% | Q1 2026 | Apr 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 119,278 | 7,314 | 0.81% | 0.96% | 109 | -15,601 | -11.57% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 113,823 | 6,979 | 0.01% | 0.01% | 110 | -3,536 | -3.01% | Q1 2026 | Apr 27, 2026 |
| Madson Wealth Advisors Inc | History | New | 112,144 | 6,876 | 5.72% | — | 111 | +112,144 | New | Q1 2026 | Apr 21, 2026 |
| Focus Financial Network, Inc. | History | Added to | 110,668 | 6,786 | 0.24% | 0.24% | 112 | +802 | 0.73% | Q1 2026 | Apr 14, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 104,482 | 6,406 | 0.24% | 0.25% | 113 | -15,605 | -12.99% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Added to | 101,634 | 6,232 | 0.91% | 0.78% | 114 | +18,985 | 22.97% | Q1 2026 | Apr 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 101,226 | 6,207 | 0.01% | 0.01% | 115 | +10,312 | 11.34% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | New | 91,678 | 6,006 | 0.66% | — | 117 | +91,678 | New | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Added to | 97,962 | 6,006 | 0.07% | 0.06% | 116 | +10,709 | 12.27% | Q1 2026 | Apr 20, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 97,125 | 5,955 | 1.97% | 2.1% | 118 | +5,590 | 6.11% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 94,967 | 5,823 | 0.64% | 0.63% | 119 | +949 | 1.01% | Q1 2026 | Apr 28, 2026 |
| Gibbs Wealth Management | History | Added to | 92,546 | 5,674 | 0.74% | 0.67% | 120 | +49,407 | 114.53% | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 90,777 | 5,566 | 0.64% | 0.17% | 121 | +67,282 | 286.37% | Q1 2026 | Apr 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 86,854 | 5,325 | 1.51% | 1.45% | 122 | +1,334 | 1.56% | Q1 2026 | Apr 16, 2026 |
| Columbus Macro, LLC | History | Reduced | 85,489 | 5,242 | 0.56% | 0.6% | 123 | -798 | -0.92% | Q1 2026 | Apr 21, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 82,709 | 5,071 | 2.28% | 2.29% | 124 | +1,896 | 2.35% | Q1 2026 | Apr 28, 2026 |
| HighPoint Advisor Group LLC | History | New | 81,449 | 4,994 | 0.21% | — | 125 | +81,449 | New | Q1 2026 | May 14, 2026 |
| Burton Enright Welch | History | Added to | 80,898 | 4,960 | 0.67% | 0.62% | 126 | +10,655 | 15.17% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | Added to | 79,654 | 4,884 | 0.74% | 0.74% | 127 | +1,078 | 1.37% | Q1 2026 | Apr 27, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 79,231 | 4,858 | 0.22% | 0.2% | 128 | +3,481 | 4.6% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 78,521 | 4,814 | 0.06% | 0.06% | 129 | +11,897 | 17.86% | Q1 2026 | May 15, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 78,421 | 4,808 | 2.75% | 3.04% | 130 | +5,521 | 7.57% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 77,720 | 4,765 | 0.0% | 0.0% | 131 | -2,435 | -3.04% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 77,540 | 4,754 | 0.06% | 0.03% | 132 | +37,663 | 94.45% | Q1 2026 | May 11, 2026 |
| Fulcrum Capital LLC | History | Added to | 76,366 | 4,682 | 1.02% | 0.95% | 133 | +1,490 | 1.99% | Q1 2026 | Apr 30, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 75,788 | 4,647 | 1.83% | 1.91% | 134 | -45,106 | -37.31% | Q1 2026 | May 06, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 74,787 | 4,585 | 2.01% | 1.98% | 135 | +7,298 | 10.81% | Q1 2026 | Apr 22, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 74,629 | 4,576 | 2.1% | 2.69% | 136 | -46,139 | -38.2% | Q1 2026 | May 05, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 73,655 | 4,516 | 3.8% | 3.93% | 137 | -1,666 | -2.21% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 71,254 | 4,369 | 0.48% | 0.51% | 138 | +1,884 | 2.72% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 69,934 | 4,288 | 0.09% | 0.09% | 139 | +17 | 0.02% | Q1 2026 | May 01, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 67,997 | 4,169 | 3.15% | 3.66% | 140 | -3,452 | -4.83% | Q1 2026 | Apr 21, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 67,905 | 4,163 | 2.77% | 2.99% | 141 | -3,361 | -4.72% | Q1 2026 | May 07, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 67,229 | 4,122 | 1.58% | 1.7% | 142 | -2,197 | -3.16% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Reduced | 67,004 | 4,108 | 0.15% | 0.2% | 143 | -273 | -0.41% | Q1 2026 | May 19, 2026 |
| FDx Advisors, Inc. | History | New | 63,242 | 3,878 | 1.24% | — | 144 | +63,242 | New | Q1 2026 | May 01, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 60,316 | 3,698 | 0.12% | — | 145 | +60,316 | New | Q1 2026 | May 15, 2026 |
| TABLEAUX LLC | History | Added to | 60,232 | 3,693 | 1.79% | 2.66% | 146 | +2,030 | 3.49% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 57,009 | 3,613 | 0.2% | 0.2% | 147 | +4,521 | 8.61% | Q1 2026 | Apr 17, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 58,755 | 3,602 | 3.69% | 3.66% | 148 | +2,472 | 4.39% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Added to | 58,307 | 3,575 | 0.32% | 0.32% | 149 | +1,584 | 2.79% | Q1 2026 | May 11, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 58,274 | 3,573 | 0.22% | 0.25% | 150 | -726 | -1.23% | Q1 2026 | Apr 28, 2026 |
| Fiduciary Alliance LLC | History | Added to | 54,709 | 3,529 | 0.21% | 0.23% | 151 | +186 | 0.34% | Q1 2026 | Apr 20, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 55,392 | 3,396 | 1.95% | 1.9% | 152 | +2,546 | 4.82% | Q1 2026 | Apr 08, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 54,594 | 3,347 | 1.85% | 1.46% | 153 | +17,573 | 47.47% | Q1 2026 | Apr 16, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 54,392 | 3,335 | 3.35% | 3.68% | 154 | -7,219 | -11.72% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Added to | 53,101 | 3,256 | 0.25% | 0.22% | 155 | +7,369 | 16.11% | Q1 2026 | May 08, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 52,182 | 3,199 | 2.32% | 2.3% | 156 | +636 | 1.23% | Q1 2026 | May 07, 2026 |
| Centennial Bank/AR/ | History | Added to | 52,000 | 3,188 | 1.14% | 1.27% | 157 | +1,264 | 2.49% | Q1 2026 | May 06, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 51,550 | 3,161 | 0.55% | 0.49% | 158 | -2,959 | -5.43% | Q1 2026 | May 15, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 51,455 | 3,155 | 0.43% | 0.44% | 159 | -683 | -1.31% | Q1 2026 | May 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 51,277 | 3,144 | 0.96% | 0.83% | 160 | -10,217 | -16.61% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 51,109 | 3,133 | 0.04% | 0.04% | 161 | +3,040 | 6.32% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 49,510 | 3,128 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 50,836 | 3,117 | 0.47% | 0.45% | 163 | +2,519 | 5.21% | Q1 2026 | Apr 29, 2026 |
| NOVEM GROUP | History | Reduced | 47,244 | 2,897 | 0.33% | 0.57% | 164 | -31,058 | -39.66% | Q1 2026 | Apr 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 47,102 | 2,888 | 0.21% | 0.21% | 165 | -1,609 | -3.3% | Q1 2026 | Apr 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 46,884 | 2,874 | 0.17% | 0.18% | 166 | -737 | -1.55% | Q1 2026 | May 12, 2026 |
| L & S Advisors Inc | History | Added to | 45,803 | 2,808 | 0.35% | 0.27% | 167 | +298 | 0.65% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 45,267 | 2,775 | 0.06% | 0.06% | 168 | +63 | 0.14% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 45,223 | 2,773 | 0.01% | — | 169 | +45,223 | New | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 42,191 | 2,771 | 0.05% | — | 170 | +42,191 | New | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 45,007 | 2,759 | 0.1% | 0.1% | 171 | +2,507 | 5.9% | Q1 2026 | May 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 40,879 | 2,757 | 1.61% | 0.56% | 172 | +27,972 | 216.72% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 43,244 | 2,651 | 0.01% | 0.02% | 173 | -3,931 | -8.33% | Q1 2026 | Apr 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 43,033 | 2,638 | 0.34% | 0.37% | 174 | +919 | 2.18% | Q1 2026 | Apr 15, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 41,853 | 2,566 | 0.79% | 1.36% | 175 | -23,484 | -35.94% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 41,412 | 2,539 | 0.01% | — | 176 | +41,412 | New | Q1 2026 | May 14, 2026 |
| JT Stratford LLC | History | Added to | 40,313 | 2,471 | 0.31% | 0.31% | 177 | +1,809 | 4.7% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 39,890 | 2,446 | 0.0% | — | 178 | +39,890 | New | Q1 2026 | May 15, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 39,764 | 2,438 | 0.5% | 0.61% | 179 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 38,314 | 2,349 | 0.02% | 0.02% | 180 | -1,495 | -3.76% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 37,769 | 2,316 | 0.0% | 0.0% | 181 | +9,096 | 31.72% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 37,583 | 2,304 | 0.03% | 0.03% | 182 | -120 | -0.32% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 37,461 | 2,297 | 0.0% | 0.0% | 183 | -3,840 | -9.3% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 37,070 | 2,273 | 0.08% | 0.07% | 184 | +1,845 | 5.24% | Q1 2026 | Apr 22, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 37,017 | 2,269 | 0.07% | 0.08% | 185 | -197 | -0.53% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 35,115 | 2,218 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SMITH, MOORE & CO. | History | Added to | 35,012 | 2,146 | 0.16% | 0.13% | 187 | +8,823 | 33.69% | Q1 2026 | May 05, 2026 |
| MATTERS CAPITAL LLC | History | No change | 34,592 | 2,121 | 1.88% | 1.79% | 188 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisory Group | History | Reduced | 34,484 | 2,114 | 1.59% | 1.73% | 189 | -1,055 | -2.97% | Q1 2026 | Apr 29, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 34,390 | 2,108 | 0.08% | 0.08% | 190 | +2,521 | 7.91% | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 34,359 | 2,106 | 0.06% | 0.05% | 191 | +6,943 | 25.32% | Q1 2026 | Apr 29, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 33,829 | 2,074 | 0.16% | 0.68% | 192 | -110,988 | -76.64% | Q1 2026 | May 04, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 31,537 | 1,933 | 0.32% | 0.4% | 193 | -7,327 | -18.85% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 31,496 | 1,931 | 0.12% | 0.13% | 194 | -585 | -1.82% | Q1 2026 | Apr 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 31,473 | 1,929 | 0.04% | 0.05% | 195 | -3,448 | -9.87% | Q1 2026 | May 13, 2026 |
| CAP Partners, LLC | History | Reduced | 30,976 | 1,899 | 1.07% | 1.58% | 196 | -13,163 | -29.82% | Q1 2026 | Apr 28, 2026 |
| Andina Capital Management, LLC | History | Reduced | 30,488 | 1,869 | 1.65% | 1.57% | 197 | -10,491 | -25.6% | Q1 2026 | Apr 17, 2026 |
| Foster Group, Inc. | History | Added to | 30,402 | 1,864 | 0.06% | 0.06% | 198 | +55 | 0.18% | Q1 2026 | Apr 13, 2026 |
| INTRUST BANK NA | History | Reduced | 30,376 | 1,862 | 0.15% | 0.17% | 199 | -2,950 | -8.85% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 30,068 | 1,842 | 0.0% | 0.0% | 200 | +27,701 | 1170.3% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 29,473 | 1,807 | 0.05% | 0.12% | 201 | -39,698 | -57.39% | Q1 2026 | May 04, 2026 |
| ENZI WEALTH | History | Reduced | 28,469 | 1,745 | 0.61% | 0.75% | 202 | -4,450 | -13.52% | Q1 2026 | Apr 24, 2026 |
| Integrated Advisors Network LLC | History | Added to | 27,046 | 1,658 | 0.09% | 0.07% | 203 | +641 | 2.43% | Q1 2026 | Apr 28, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 26,867 | 1,647 | 0.59% | 1.18% | 204 | -22,765 | -45.87% | Q1 2026 | May 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 26,341 | 1,615 | 0.26% | 0.27% | 205 | -39 | -0.15% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 25,821 | 1,583 | 0.08% | 0.09% | 206 | -75 | -0.29% | Q1 2026 | Apr 15, 2026 |
| Aspen Wealth Management LLC | History | Added to | 25,152 | 1,542 | 0.31% | 0.18% | 207 | +11,243 | 80.83% | Q1 2026 | Apr 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 24,969 | 1,531 | 0.01% | 0.01% | 208 | -38,008 | -60.35% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Reduced | 24,569 | 1,506 | 0.02% | 0.02% | 209 | -677 | -2.68% | Q1 2026 | Apr 08, 2026 |
| Procyon Advisors, LLC | History | Reduced | 24,122 | 1,479 | 0.07% | 0.33% | 210 | -82,932 | -77.47% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 23,754 | 1,456 | 0.02% | 0.03% | 211 | -1,899 | -7.4% | Q1 2026 | May 18, 2026 |
| American Financial Advisors, LLC | History | Added to | 23,566 | 1,445 | 0.19% | 0.18% | 212 | +1,510 | 6.85% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 23,394 | 1,434 | 0.0% | 0.0% | 213 | -964 | -3.96% | Q1 2026 | May 15, 2026 |
| Heirloom Wealth Management | History | New | 22,918 | 1,405 | 0.25% | — | 214 | +22,918 | New | Q1 2026 | Apr 14, 2026 |
| Westfuller Advisors, LLC | History | Added to | 22,906 | 1,404 | 0.61% | 0.58% | 215 | +65 | 0.28% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 22,309 | 1,367 | 0.11% | 0.12% | 216 | -4,100 | -15.53% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,221 | 1,362 | 0.0% | 0.0% | 217 | +7,990 | 56.15% | Q1 2026 | May 15, 2026 |
| ProCore Advisors, LLC | History | Reduced | 22,124 | 1,356 | 2.08% | 1.55% | 218 | -1,805 | -7.54% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 21,668 | 1,328 | 0.03% | 0.04% | 219 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 21,197 | 1,299 | 0.12% | 0.11% | 220 | +1,176 | 5.87% | Q1 2026 | Apr 30, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 21,023 | 1,289 | 1.14% | 1.12% | 221 | +1,247 | 6.31% | Q1 2026 | May 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 20,919 | 1,282 | 0.31% | 0.28% | 222 | +4,152 | 24.76% | Q1 2026 | May 07, 2026 |
| XTX Topco Ltd | History | Reduced | 20,792 | 1,274 | 0.02% | 0.06% | 223 | -15,938 | -43.39% | Q1 2026 | May 15, 2026 |
| Illumine Investment Management, LLC | History | Added to | 20,480 | 1,255 | 0.96% | 0.93% | 224 | +245 | 1.21% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 20,416 | 1,251 | 0.0% | 0.0% | 225 | -1,070 | -4.98% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 19,898 | 1,219 | 0.01% | 0.01% | 226 | -55 | -0.28% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 19,824 | 1,215 | 0.06% | 0.13% | 227 | -23,034 | -53.74% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,133 | 1,173 | 0.0% | 0.0% | 228 | +8,537 | 80.57% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | New | 18,400 | 1,128 | 0.01% | — | 229 | +18,400 | New | Q1 2026 | May 13, 2026 |
| Mendel Money Management | History | Reduced | 18,260 | 1,119 | 0.47% | 0.53% | 230 | -1,645 | -8.26% | Q1 2026 | May 04, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 17,976 | 1,102 | 0.22% | — | 231 | +17,976 | New | Q1 2026 | May 15, 2026 |
| Hamilton Capital, LLC | History | Reduced | 17,662 | 1,083 | 0.06% | 0.06% | 232 | -2,492 | -12.36% | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | Added to | 17,538 | 1,075 | 0.47% | 0.49% | 233 | +515 | 3.03% | Q1 2026 | Apr 27, 2026 |
| Herold Advisors, Inc. | History | Reduced | 17,418 | 1,068 | 0.23% | 0.26% | 234 | -1,177 | -6.33% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 16,810 | 1,062 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 17,291 | 1,060 | 0.39% | 0.49% | 236 | -3,801 | -18.02% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | New | 17,265 | 1,058 | 0.03% | — | 237 | +17,265 | New | Q1 2026 | Apr 29, 2026 |
| Everest Management Corp. | History | Reduced | 17,243 | 1,057 | 0.54% | 0.61% | 238 | -195 | -1.12% | Q1 2026 | May 06, 2026 |
| WealthShield Partners, LLC | History | Added to | 16,936 | 1,038 | 0.12% | 0.12% | 239 | +55 | 0.33% | Q1 2026 | May 01, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 16,826 | 1,031 | 0.34% | 0.48% | 240 | -5,728 | -25.4% | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 16,810 | 1,030 | 0.0% | — | 241 | +16,810 | New | Q1 2026 | May 12, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 16,653 | 1,021 | 0.69% | 0.7% | 242 | +485 | 3.0% | Q1 2026 | May 07, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 16,438 | 1,007 | 0.45% | 0.58% | 243 | -4,618 | -21.93% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Management, LLC | History | New | 16,405 | 1,005 | 0.42% | — | 245 | +16,405 | New | Q1 2026 | Apr 08, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 15,114 | 1,005 | 0.42% | 0.47% | 244 | -482 | -3.09% | Q1 2026 | May 04, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 16,285 | 998 | 0.42% | 0.2% | 246 | +8,507 | 109.37% | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | Added to | 16,254 | 996 | 0.01% | 0.02% | 247 | +934 | 6.1% | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | Added to | 16,202 | 993 | 0.1% | 0.11% | 248 | +460 | 2.92% | Q1 2026 | Apr 07, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 15,792 | 968 | 0.17% | 0.17% | 249 | +5,631 | 55.42% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Added to | 15,703 | 962 | 0.04% | 0.03% | 250 | +2,765 | 21.37% | Q1 2026 | Apr 20, 2026 |
| BROWN ADVISORY INC | History | No change | 15,539 | 952 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 15,470 | 948 | 0.63% | 0.66% | 252 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SVB WEALTH LLC | History | Reduced | 15,065 | 923 | 0.06% | 0.06% | 253 | -130 | -0.86% | Q1 2026 | Apr 17, 2026 |
| Aprio Wealth Management, LLC | History | New | 14,857 | 911 | 0.05% | — | 254 | +14,857 | New | Q1 2026 | May 11, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 14,818 | 908 | 0.19% | 0.21% | 255 | -2,247 | -13.17% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 14,206 | 897 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 14,334 | 878 | 0.01% | 0.02% | 257 | -7,226 | -33.52% | Q1 2026 | Apr 20, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 14,254 | 874 | 0.05% | 0.06% | 258 | -1,066 | -6.96% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 14,134 | 866 | 0.01% | 0.01% | 259 | +1,909 | 15.62% | Q1 2026 | May 12, 2026 |
| Emprise Bank | History | No change | 13,839 | 848 | 0.34% | 0.36% | 260 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 436,166 | 841 | 0.04% | 0.11% | 261 | -35,238 | -7.48% | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 13,477 | 826 | 0.66% | 0.68% | 262 | +959 | 7.66% | Q1 2026 | May 15, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 13,218 | 810 | 0.8% | 0.79% | 263 | +764 | 6.13% | Q1 2026 | May 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 12,678 | 777 | 0.23% | 0.31% | 264 | -3,869 | -23.38% | Q1 2026 | Apr 30, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 12,437 | 762 | 0.18% | 0.18% | 265 | +32 | 0.26% | Q1 2026 | Apr 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 12,323 | 755 | 0.03% | 0.04% | 266 | -39 | -0.32% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,286 | 753 | 0.0% | 0.0% | 267 | +8,085 | 192.45% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 12,066 | 739 | 0.04% | 0.04% | 268 | -769 | -5.99% | Q1 2026 | May 12, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 12,007 | 736 | 0.62% | 0.66% | 269 | -607 | -4.81% | Q1 2026 | Apr 13, 2026 |
| Altman Advisors, Inc. | History | Reduced | 11,853 | 726 | 0.3% | 0.39% | 270 | -4,600 | -27.96% | Q1 2026 | May 05, 2026 |
| Valued Retirements, Inc. | History | Reduced | 11,502 | 705 | 0.69% | 3.68% | 271 | -48,006 | -80.67% | Q1 2026 | May 13, 2026 |
| PENNEY FINANCIAL, LLC | History | Reduced | 11,343 | 695 | 0.27% | 0.29% | 272 | -600 | -5.02% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Added to | 11,324 | 694 | 0.0% | 0.0% | 273 | +3,130 | 38.2% | Q1 2026 | May 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 11,301 | 692 | 0.09% | 0.1% | 274 | -1 | -0.01% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,208 | 687 | 0.0% | 0.0% | 275 | +731 | 6.98% | Q1 2026 | May 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 11,107 | 681 | 0.05% | 0.06% | 276 | -140 | -1.24% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,046 | 677 | 0.0% | 0.0% | 277 | +2,439 | 28.34% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,926 | 669 | 0.0% | 0.0% | 278 | -28,646 | -72.39% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 10,726 | 657 | 0.03% | 0.03% | 279 | +61 | 0.57% | Q1 2026 | Apr 27, 2026 |
| Gotham Asset Management, LLC | History | No change | 10,525 | 645 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,464 | 641 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fisher Asset Management, LLC | History | New | 10,344 | 634 | 0.0% | — | 282 | +10,344 | New | Q1 2026 | May 05, 2026 |
| Sequent Asset Management, LLC | History | No change | 9,943 | 628 | 0.28% | 0.28% | 283 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 10,218 | 626 | 0.41% | 0.42% | 284 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| StoneX Group Inc. | History | Added to | 10,175 | 623 | 0.03% | 0.03% | 285 | +349 | 3.55% | Q1 2026 | May 14, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 10,126 | 620 | 0.08% | 0.1% | 286 | -1,283 | -11.25% | Q1 2026 | Apr 15, 2026 |
| Patten Group, Inc. | History | Reduced | 9,853 | 604 | 0.1% | 0.12% | 287 | -11 | -0.11% | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | New | 9,694 | 594 | 0.0% | — | 288 | +9,694 | New | Q1 2026 | May 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 9,536 | 584 | 0.2% | 0.25% | 289 | -2,608 | -21.48% | Q1 2026 | May 05, 2026 |
| Idaho Trust Co | History | Reduced | 9,381 | 575 | 0.19% | 0.26% | 290 | -3,197 | -25.42% | Q1 2026 | May 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 9,143 | 560 | 0.03% | 0.03% | 291 | +1,039 | 12.82% | Q1 2026 | Apr 30, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 8,992 | 551 | 0.07% | 0.08% | 292 | +194 | 2.21% | Q1 2026 | Apr 08, 2026 |
| Concord Wealth Partners | History | Reduced | 8,918 | 546 | 0.07% | 0.15% | 293 | -9,033 | -50.32% | Q1 2026 | May 01, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 8,182 | 535 | 0.66% | 0.7% | 294 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 8,670 | 531 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 5T Wealth, LLC | History | Reduced | 8,610 | 527 | 0.21% | 0.22% | 297 | -164 | -1.87% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Added to | 8,608 | 527 | 0.01% | 0.01% | 296 | +160 | 1.89% | Q1 2026 | Apr 27, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 8,477 | 519 | 0.05% | 2.11% | 298 | -341,529 | -97.58% | Q1 2026 | Apr 10, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 8,449 | 518 | 0.01% | 0.01% | 299 | -635 | -6.99% | Q1 2026 | Apr 16, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 8,383 | 514 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |