Main Street Capital CORP - MAIN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 2,708,803 | 143,459 | 0.02% | 0.02% | 1 | -25,658 | -0.94% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 2,108,922 | 111,689 | 0.08% | 0.06% | 2 | +976,576 | 86.24% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,338,812 | 70,903 | 0.01% | 0.01% | 3 | +726,936 | 118.8% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 854,585 | 45,258 | 0.0% | 0.0% | 4 | -13,276 | -1.53% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 784,021 | 41,513 | 0.01% | 0.01% | 5 | +64,054 | 8.9% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 608,428 | 32,222 | 0.0% | 0.0% | 6 | +220,257 | 56.74% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 543,325 | 28,774 | 0.02% | 0.01% | 7 | +264,791 | 95.07% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 524,038 | 27,753 | 0.02% | 0.01% | 8 | +451,631 | 623.74% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 485,799 | 25,727 | 0.03% | 0.01% | 9 | +295,904 | 155.83% | Q1 2026 | May 15, 2026 |
| Muzinich & Co., Inc. | History | Added to | 484,823 | 25,676 | 8.98% | 8.36% | 10 | +44,811 | 10.18% | Q1 2026 | Apr 23, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 484,584 | 25,663 | 1.57% | 1.73% | 11 | +6,149 | 1.29% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Added to | 432,475 | 22,903 | 0.0% | 0.0% | 12 | +12,720 | 3.03% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 424,235 | 22,467 | 0.0% | 0.0% | 13 | +214,109 | 101.9% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 370,509 | 19,622 | 0.01% | 0.01% | 14 | +14,962 | 4.21% | Q1 2026 | Apr 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 359,838 | 19,057 | 0.01% | 0.01% | 15 | -29,125 | -7.49% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 347,928 | 18,426 | 0.0% | 0.01% | 16 | -447 | -0.13% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 320,868 | 16,993 | 0.0% | 0.0% | 17 | +19,160 | 6.35% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 313,388 | 16,597 | 0.0% | 0.0% | 18 | -43,411 | -12.17% | Q1 2026 | May 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 293,733 | 15,556 | 2.8% | 2.85% | 19 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Added to | 281,396 | 14,903 | 0.06% | 0.06% | 20 | +1,196 | 0.43% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 263,721 | 13,929 | 0.0% | 0.0% | 21 | +10,921 | 4.32% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 256,101 | 13,563 | 0.01% | 0.01% | 22 | -245,308 | -48.92% | Q1 2026 | May 11, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 237,255 | 12,565 | 1.99% | — | 23 | +237,255 | New | Q1 2026 | Apr 09, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 203,156 | 11,455 | 2.48% | 2.65% | 24 | +11,657 | 6.09% | Q1 2026 | Apr 16, 2026 |
| MARSHALL WACE, LLP | History | New | 205,441 | 10,880 | 0.01% | — | 25 | +205,441 | New | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 170,310 | 9,019 | 0.04% | 0.05% | 26 | -2,914 | -1.68% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 169,695 | 8,987 | 0.01% | 0.02% | 27 | -1,033 | -0.61% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 167,892 | 8,671 | 0.0% | 0.0% | 28 | -53,282 | -24.09% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 153,623 | 8,135 | 0.08% | 0.1% | 29 | -3,229 | -2.06% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 151,196 | 8,007 | 0.0% | 0.0% | 30 | +1,713 | 1.15% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 144,946 | 7,676 | 0.02% | 0.02% | 31 | -3,293 | -2.22% | Q1 2026 | Apr 30, 2026 |
| Trexquant Investment LP | History | Added to | 142,490 | 7,546 | 0.05% | 0.01% | 32 | +123,909 | 666.86% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 139,128 | 7,368 | 0.19% | 0.22% | 33 | +338 | 0.24% | Q1 2026 | Apr 07, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 129,007 | 6,832 | 0.23% | 0.26% | 34 | +176 | 0.14% | Q1 2026 | Apr 22, 2026 |
| TCTC Holdings, LLC | History | Added to | 128,991 | 6,831 | 0.19% | 0.23% | 35 | +2,200 | 1.74% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 127,331 | 6,743 | 0.0% | 0.0% | 36 | +79,691 | 167.28% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 126,948 | 6,741 | 0.0% | 0.0% | 37 | -26,641 | -17.35% | Q1 2026 | May 15, 2026 |
| HOURGLASS CAPITAL, LLC | History | Reduced | 123,550 | 6,543 | 1.36% | 1.63% | 38 | -1,310 | -1.05% | Q1 2026 | May 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 120,007 | 6,355 | 0.01% | 0.01% | 39 | +6,631 | 5.85% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 118,152 | 6,133 | 0.3% | 1.02% | 40 | -217,879 | -64.84% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 114,996 | 6,090 | 0.12% | 0.12% | 41 | +19,926 | 20.96% | Q1 2026 | May 14, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Reduced | 113,635 | 6,018 | 0.93% | 1.05% | 42 | -370 | -0.32% | Q1 2026 | May 06, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 113,034 | 5,986 | 0.35% | 0.42% | 43 | -7,209 | -6.0% | Q1 2026 | Apr 20, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 111,220 | 5,890 | 0.1% | 0.11% | 44 | -768 | -0.69% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | New | 110,688 | 5,862 | 0.0% | — | 45 | +110,688 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 110,542 | 5,854 | 0.0% | 0.0% | 46 | -12,426 | -10.11% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 106,862 | 5,659 | 0.19% | 0.14% | 47 | -1,654 | -1.52% | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 103,723 | 5,493 | 0.0% | 0.0% | 48 | +3,449 | 3.44% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 103,138 | 5,462 | 0.04% | 0.07% | 49 | +4,313 | 4.36% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 101,485 | 5,374 | 0.6% | 0.71% | 50 | -4,815 | -4.53% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 101,197 | 5,359 | 0.19% | 0.21% | 51 | +2,912 | 2.96% | Q1 2026 | May 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 97,605 | 5,194 | 0.01% | 0.0% | 52 | +73,861 | 311.07% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 97,631 | 5,170 | 0.0% | 0.0% | 53 | -3,732 | -3.68% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 95,585 | 5,062 | 0.01% | 0.01% | 54 | +1,177 | 1.25% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 94,492 | 5,004 | 0.0% | 0.01% | 55 | -61,444 | -39.4% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 92,205 | 4,883 | 0.0% | 0.0% | 56 | -5,730 | -5.85% | Q1 2026 | May 12, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 90,958 | 4,817 | 0.07% | 0.09% | 57 | -6,125 | -6.31% | Q1 2026 | Apr 01, 2026 |
| Quantbot Technologies LP | History | Added to | 88,742 | 4,699 | 0.19% | 0.1% | 58 | +41,061 | 86.12% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 86,935 | 4,604 | 0.16% | 0.16% | 59 | +11,436 | 15.15% | Q1 2026 | Apr 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 86,932 | 4,603 | 0.3% | 0.33% | 60 | +120 | 0.14% | Q1 2026 | Apr 27, 2026 |
| Naviter Wealth, LLC | History | Added to | 84,990 | 4,501 | 0.56% | 0.58% | 61 | +11,022 | 14.9% | Q1 2026 | Apr 10, 2026 |
| Creative Planning | History | Added to | 82,247 | 4,355 | 0.0% | 0.0% | 62 | +4,780 | 6.17% | Q1 2026 | May 12, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 79,553 | 4,213 | 0.12% | 0.15% | 63 | -850 | -1.06% | Q1 2026 | May 04, 2026 |
| Engineers Gate Manager LP | History | Added to | 73,242 | 3,878 | 0.05% | 0.02% | 64 | +42,611 | 139.11% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 72,930 | 3,862 | 0.01% | 0.03% | 65 | -171,534 | -70.17% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 72,310 | 3,829 | 0.0% | 0.0% | 66 | -2,320 | -3.11% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 72,144 | 3,820 | 0.0% | — | 67 | +72,144 | New | Q1 2026 | May 15, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Reduced | 71,759 | 3,800 | 1.73% | 2.16% | 68 | -1,867 | -2.54% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 69,522 | 3,681 | 0.01% | 0.01% | 69 | -1,301 | -1.84% | Q1 2026 | Apr 27, 2026 |
| FJ Capital Management LLC | History | New | 67,667 | 3,583 | 0.4% | — | 70 | +67,667 | New | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 66,206 | 3,506 | 0.08% | 0.09% | 71 | +3,150 | 5.0% | Q1 2026 | May 12, 2026 |
| Pembroke Management, LTD | History | Added to | 64,937 | 3,439 | 0.5% | 0.4% | 72 | +408 | 0.63% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 55,198 | 3,333 | 0.95% | 0.95% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 60,400 | 3,198 | 0.1% | 0.12% | 74 | +2,120 | 3.64% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 59,833 | 3,168 | 0.0% | 0.0% | 75 | +24,223 | 68.02% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 58,056 | 3,074 | 0.07% | 0.08% | 76 | +1,369 | 2.42% | Q1 2026 | May 15, 2026 |
| Fund Advisors of America Inc/FL | History | Added to | 57,875 | 3,065 | 3.11% | 3.09% | 77 | +2,030 | 3.64% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 57,595 | 3,050 | 0.01% | 0.01% | 78 | -629 | -1.08% | Q1 2026 | Apr 30, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 54,385 | 2,880 | 0.68% | 0.74% | 79 | +2,459 | 4.74% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 53,758 | 2,847 | 0.11% | 0.16% | 80 | -22,681 | -29.67% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 52,534 | 2,782 | 0.0% | 0.01% | 81 | -2,043 | -3.74% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 51,575 | 2,731 | 0.01% | 0.02% | 82 | -3,701 | -6.7% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 51,400 | 2,722 | 0.01% | 0.01% | 83 | +22 | 0.04% | Q1 2026 | May 12, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 50,079 | 2,652 | 1.51% | 1.62% | 84 | -3,072 | -5.78% | Q1 2026 | Apr 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 49,161 | 2,605 | 0.04% | 0.05% | 85 | +932 | 1.93% | Q1 2026 | Apr 14, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 48,400 | 2,563 | 0.19% | 0.2% | 86 | +47,118 | 3675.35% | Q1 2026 | May 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 47,843 | 2,533 | 0.0% | 0.0% | 87 | +47,061 | 6018.03% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 46,109 | 2,441 | 0.04% | 0.05% | 88 | -3,825 | -7.66% | Q1 2026 | Apr 17, 2026 |
| BARCLAYS PLC | History | Added to | 44,536 | 2,358 | 0.0% | — | 89 | +44,528 | 556600.0% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 44,347 | 2,348 | 0.0% | 0.0% | 90 | +3,209 | 7.8% | Q1 2026 | May 05, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 43,541 | 2,305 | 0.05% | 0.05% | 91 | +2,563 | 6.25% | Q1 2026 | May 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 43,032 | 2,278 | 0.02% | — | 92 | +43,032 | New | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 42,819 | 2,267 | 0.08% | 0.08% | 93 | +4,021 | 10.36% | Q1 2026 | Apr 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 42,410 | 2,246 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 41,575 | 2,201 | 0.05% | 0.05% | 95 | +6,414 | 18.24% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | New | 40,860 | 2,163 | 0.0% | — | 96 | +40,860 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 39,814 | 2,108 | 0.01% | 0.01% | 97 | -11,060 | -21.74% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 34,409 | 2,077 | 0.12% | 0.12% | 98 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 39,040 | 2,067 | 0.01% | 0.01% | 99 | +244 | 0.63% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 38,524 | 2,040 | 0.03% | 0.03% | 100 | +925 | 2.46% | Q1 2026 | May 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 37,370 | 1,979 | 0.12% | 0.09% | 101 | +20,611 | 122.98% | Q1 2026 | May 08, 2026 |
| Entropy Technologies, LP | History | New | 37,089 | 1,964 | 0.09% | — | 102 | +37,089 | New | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | New | 36,564 | 1,936 | 0.12% | — | 103 | +36,564 | New | Q1 2026 | Apr 28, 2026 |
| SHARPEPOINT LLC | History | Added to | 36,203 | 1,917 | 1.14% | 1.12% | 104 | +5,242 | 16.93% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 35,793 | 1,895 | 0.03% | 0.03% | 105 | -1,377 | -3.7% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 35,626 | 1,886 | 0.02% | 0.03% | 106 | -460 | -1.27% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Reduced | 35,492 | 1,879 | 0.05% | 0.06% | 107 | -1,148 | -3.13% | Q1 2026 | May 04, 2026 |
| Virtu Financial LLC | History | New | 34,214 | 1,812 | 0.08% | — | 108 | +34,214 | New | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 33,747 | 1,787 | 0.03% | 0.04% | 109 | +1,199 | 3.68% | Q1 2026 | May 18, 2026 |
| Magnetar Financial LLC | History | Added to | 33,000 | 1,747 | 0.02% | 0.0% | 110 | +27,075 | 456.96% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 29,380 | 1,555 | 0.0% | 0.0% | 111 | +16,860 | 134.66% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 29,238 | 1,548 | 0.0% | 0.0% | 112 | +505 | 1.76% | Q1 2026 | May 11, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 28,832 | 1,526 | 0.08% | 0.09% | 113 | -540 | -1.84% | Q1 2026 | May 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 28,752 | 1,522 | 0.31% | 0.36% | 114 | +1,166 | 4.23% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 27,840 | 1,474 | 0.0% | 0.0% | 115 | +9,396 | 50.94% | Q1 2026 | May 15, 2026 |
| LGT Fund Management Co Ltd. | History | New | 27,752 | 1,469 | 0.06% | — | 116 | +27,752 | New | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 26,289 | 1,392 | 0.01% | 0.01% | 117 | +10,856 | 70.34% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 26,756 | 1,381 | 0.09% | 0.08% | 118 | -1,103 | -3.96% | Q1 2026 | Apr 24, 2026 |
| Crawford Fund Management, LLC | History | New | 25,000 | 1,324 | 0.25% | — | 120 | +25,000 | New | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | No change | 25,000 | 1,324 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 24,890 | 1,318 | 0.0% | 0.0% | 121 | +2,467 | 11.0% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | Reduced | 24,629 | 1,304 | 0.0% | 0.01% | 122 | -12,447 | -33.57% | Q1 2026 | May 14, 2026 |
| Widmann Financial Services, Inc. | History | Reduced | 24,329 | 1,288 | 0.77% | 0.9% | 123 | -21 | -0.09% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 24,255 | 1,284 | 0.0% | 0.0% | 124 | -4,798 | -16.51% | Q1 2026 | May 15, 2026 |
| Castleview Partners, LLC | History | No change | 23,680 | 1,254 | 0.64% | 0.71% | 125 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 22,870 | 1,211 | 0.0% | 0.0% | 126 | +2,234 | 10.83% | Q1 2026 | May 15, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 22,413 | 1,186 | 0.23% | 0.21% | 127 | -638 | -2.77% | Q1 2026 | Apr 29, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 21,801 | 1,154 | 0.0% | 0.0% | 128 | +2,283 | 11.7% | Q1 2026 | May 13, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 19,100 | 1,153 | 0.34% | 0.34% | 129 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 21,664 | 1,147 | 0.09% | 0.08% | 130 | +1,233 | 6.03% | Q1 2026 | May 20, 2026 |
| Clear Trail Advisors, LLC | History | New | 21,624 | 1,145 | 0.19% | — | 131 | +21,624 | New | Q1 2026 | Apr 17, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | New | 21,494 | 1,138 | 0.19% | — | 132 | +21,494 | New | Q1 2026 | May 12, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 21,312 | 1,128 | 0.0% | 0.0% | 133 | +379 | 1.81% | Q1 2026 | May 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 20,785 | 1,100 | 0.06% | 0.09% | 134 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 20,685 | 1,095 | 0.2% | 0.18% | 135 | +4,813 | 30.32% | Q1 2026 | Apr 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 20,529 | 1,087 | 0.05% | 0.05% | 136 | -21 | -0.1% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 20,350 | 1,077 | 0.03% | 0.04% | 137 | +2,273 | 12.57% | Q1 2026 | May 11, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 19,821 | 1,049 | 0.03% | 0.04% | 138 | -8,677 | -30.45% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 19,523 | 1,033 | 0.0% | 0.0% | 139 | -609 | -3.03% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | No change | 19,425 | 1,028 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | New | 18,982 | 1,005 | 0.0% | — | 141 | +18,982 | New | Q1 2026 | May 15, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 1,000 | 1,000 | 3.04% | 2.32% | 142 | -17,884 | -94.7% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,735 | 986 | 0.0% | 0.0% | 143 | -12,625 | -40.26% | Q1 2026 | Apr 08, 2026 |
| Callahan Advisors, LLC | History | Added to | 18,509 | 980 | 0.08% | 0.09% | 144 | +619 | 3.46% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,200 | 963 | 0.0% | 0.0% | 145 | -355,648 | -95.13% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 17,841 | 944 | 0.0% | 0.0% | 146 | -1,153 | -6.07% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,701 | 937 | 0.0% | 0.0% | 147 | +1,608 | 9.99% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 17,469 | 925 | 0.0% | 0.01% | 148 | -785 | -4.3% | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 17,463 | 924 | 0.5% | 0.32% | 149 | +7,939 | 83.36% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 17,348 | 918 | 0.0% | — | 152 | +17,348 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 17,340 | 918 | 0.0% | 0.01% | 151 | +675 | 4.05% | Q1 2026 | May 05, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 17,352 | 918 | 0.21% | 0.25% | 150 | +375 | 2.21% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 17,163 | 908 | 0.01% | 0.01% | 153 | -125 | -0.72% | Q1 2026 | Apr 20, 2026 |
| Advisory Advocates, LLC | History | Reduced | 17,018 | 901 | 0.92% | 1.06% | 154 | -577 | -3.28% | Q1 2026 | May 05, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 16,814 | 890 | 0.03% | 0.05% | 155 | -10,965 | -39.47% | Q1 2026 | May 15, 2026 |
| Delta Investment Management, LLC | History | Added to | 16,781 | 888 | 0.16% | 0.16% | 156 | +1,178 | 7.55% | Q1 2026 | May 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 16,717 | 885 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 16,645 | 881 | 0.05% | 0.05% | 158 | +1,102 | 7.09% | Q1 2026 | Apr 15, 2026 |
| ProShare Advisors LLC | History | Added to | 16,524 | 875 | 0.0% | 0.0% | 159 | +112 | 0.68% | Q1 2026 | Apr 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 16,159 | 855 | 0.1% | 0.12% | 160 | +170 | 1.06% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Reduced | 15,937 | 844 | 0.01% | 0.1% | 161 | -45,579 | -74.09% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 15,907 | 842 | 0.0% | 0.0% | 162 | -2,010 | -11.22% | Q1 2026 | Apr 22, 2026 |
| Venturi Wealth Management, LLC | History | No change | 15,583 | 825 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Reduced | 15,299 | 810 | 0.0% | 0.07% | 165 | -875,062 | -98.28% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 15,305 | 810 | 0.06% | 0.07% | 164 | +7,617 | 99.08% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,195 | 804 | 0.0% | 0.0% | 166 | +2,567 | 20.33% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 15,095 | 799 | 0.03% | 0.03% | 167 | +65 | 0.43% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 15,095 | 799 | 0.1% | 0.13% | 168 | +65 | 0.43% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,687 | 777 | 0.02% | 0.02% | 169 | -1,812 | -10.98% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 14,584 | 772 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,512 | 755 | 0.0% | 0.0% | 171 | +2,125 | 20.46% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 14,095 | 746 | 0.02% | 0.03% | 172 | -1,375 | -8.89% | Q1 2026 | May 12, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 14,021 | 742 | 0.14% | 0.16% | 173 | +27 | 0.19% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 13,998 | 741 | 0.0% | 0.0% | 174 | +265 | 1.93% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 13,880 | 735 | 0.0% | 0.01% | 175 | +165 | 1.2% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 13,823 | 732 | 0.0% | 0.0% | 176 | -348 | -2.46% | Q1 2026 | May 14, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 13,811 | 731 | 0.2% | 0.2% | 177 | +932 | 7.24% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Added to | 13,483 | 710 | 0.0% | 0.0% | 178 | +9,711 | 257.45% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 13,408 | 710 | 0.0% | 0.0% | 179 | +951 | 7.63% | Q1 2026 | Apr 27, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 13,395 | 709 | 0.03% | 0.05% | 180 | -7,880 | -37.04% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 13,361 | 690 | 0.02% | 0.03% | 181 | +42 | 0.32% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,281 | 681 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 12,849 | 680 | 0.05% | 0.05% | 183 | +167 | 1.32% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 12,819 | 678 | 0.03% | 0.04% | 184 | -67 | -0.52% | Q1 2026 | Apr 27, 2026 |
| RMR Wealth Builders | History | Reduced | 12,712 | 673 | 0.05% | 0.06% | 185 | -209 | -1.62% | Q1 2026 | Apr 22, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 12,688 | 671 | 0.16% | 0.19% | 186 | -17 | -0.13% | Q1 2026 | May 12, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 12,582 | 665 | 0.18% | 0.18% | 187 | +336 | 2.74% | Q1 2026 | Apr 28, 2026 |
| Fieldview Capital Management, LLC | History | New | 12,526 | 663 | 0.19% | — | 189 | +12,526 | New | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,526 | 663 | 0.0% | 0.0% | 188 | -1,058 | -7.79% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,496 | 661 | 0.01% | 0.01% | 190 | +658 | 5.56% | Q1 2026 | Apr 20, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 12,128 | 642 | 0.01% | 0.02% | 191 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Passumpsic Savings Bank | History | No change | 10,620 | 641 | 0.35% | 0.35% | 192 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 12,100 | 640 | 0.19% | 0.2% | 193 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | New | 12,005 | 635 | 0.02% | — | 194 | +12,005 | New | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 11,885 | 629 | 0.01% | 0.01% | 195 | +1,404 | 13.4% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Added to | 11,813 | 625 | 0.07% | 0.07% | 196 | +14 | 0.12% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,753 | 622 | 0.0% | 0.0% | 197 | +177 | 1.53% | Q1 2026 | Apr 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 11,680 | 618 | 0.0% | 0.01% | 198 | -423 | -3.5% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | Added to | 11,758 | 607 | 0.09% | 0.11% | 199 | +227 | 1.97% | Q1 2026 | May 07, 2026 |
| Carnegie Investment Counsel | History | New | 10,851 | 574 | 0.01% | — | 201 | +10,851 | New | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 10,853 | 574 | 0.0% | 0.0% | 200 | +810 | 8.07% | Q1 2026 | May 14, 2026 |
| Greenland Capital Management LP | History | Added to | 10,800 | 571 | 0.07% | 0.04% | 203 | +4,300 | 66.15% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Added to | 10,798 | 571 | 0.09% | 0.1% | 202 | +149 | 1.4% | Q1 2026 | May 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 10,516 | 556 | 0.04% | 0.06% | 204 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 9,700 | 540 | 0.01% | 0.01% | 205 | +1,300 | 15.48% | Q1 2026 | May 06, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 10,000 | 537 | 0.03% | 0.04% | 206 | +900 | 9.89% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 10,088 | 534 | 0.01% | 0.01% | 207 | -2,732 | -21.31% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 10,044 | 531 | 0.01% | 0.01% | 208 | +2,507 | 33.26% | Q1 2026 | May 12, 2026 |
| J. Goldman & Co LP | History | New | 10,000 | 529 | 0.02% | — | 209 | +10,000 | New | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 9,891 | 523 | 0.0% | 0.01% | 210 | -2,495 | -20.14% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Added to | 9,763 | 517 | 0.04% | 0.04% | 211 | +2,410 | 32.78% | Q1 2026 | May 11, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 9,739 | 515 | 0.09% | — | 212 | +9,739 | New | Q1 2026 | Apr 09, 2026 |
| Balboa Wealth Partners | History | Added to | 9,668 | 512 | 0.09% | 0.09% | 213 | +375 | 4.04% | Q1 2026 | Apr 16, 2026 |
| Krane Funds Advisors LLC | History | Added to | 9,483 | 509 | 0.02% | 0.01% | 214 | +5,270 | 125.09% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | Added to | 9,349 | 495 | 0.11% | 0.01% | 215 | +8,803 | 1612.27% | Q1 2026 | May 04, 2026 |
| AlTi Global, Inc. | History | No change | 9,150 | 484 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 9,033 | 478 | 0.01% | 0.01% | 217 | -2,136 | -19.12% | Q1 2026 | May 01, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 8,928 | 472 | 0.05% | 0.06% | 218 | -360 | -3.88% | Q1 2026 | May 12, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 8,841 | 468 | 0.17% | 0.19% | 219 | +14 | 0.16% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 8,757 | 463 | 0.09% | 0.1% | 220 | +1,258 | 16.78% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 8,695 | 460 | 0.23% | 0.26% | 221 | +400 | 4.82% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 8,598 | 455 | 0.01% | — | 222 | +8,598 | New | Q1 2026 | May 14, 2026 |
| Vertex Planning Partners, LLC | History | No change | 8,583 | 454 | 0.09% | 0.12% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,564 | 453 | 0.01% | 0.01% | 224 | -499 | -5.51% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,545 | 452 | 0.01% | 0.01% | 225 | +1 | 0.01% | Q1 2026 | Apr 10, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 8,250 | 436 | 0.23% | 0.3% | 226 | -1,300 | -13.61% | Q1 2026 | Apr 10, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 8,240 | 436 | 0.26% | 0.32% | 227 | +90 | 1.1% | Q1 2026 | May 12, 2026 |
| Innova Wealth Partners | History | Reduced | 8,226 | 435 | 0.21% | 0.25% | 228 | -21 | -0.25% | Q1 2026 | Apr 24, 2026 |
| Maia Wealth LLC | History | New | 8,117 | 429 | 0.07% | — | 229 | +8,117 | New | Q1 2026 | May 08, 2026 |
| Sepio Capital, LP | History | No change | 8,000 | 423 | 0.02% | 0.03% | 230 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 6,921 | 417 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 7,776 | 411 | 0.18% | — | 232 | +7,776 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,824 | 403 | 0.0% | 0.0% | 233 | +4 | 0.05% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 6,970 | 394 | 0.01% | — | 234 | +6,970 | New | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 7,351 | 389 | 0.01% | 0.01% | 235 | +106 | 1.46% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 7,295 | 386 | 0.03% | 0.03% | 236 | +133 | 1.86% | Q1 2026 | May 05, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 7,149 | 376 | 0.08% | 0.1% | 237 | -29 | -0.4% | Q1 2026 | Apr 08, 2026 |
| Corus Family Wealth Advisors | History | No change | 7,071 | 374 | 0.3% | 0.34% | 238 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,872 | 363 | 0.0% | 0.0% | 239 | -1,055 | -13.31% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 6,771 | 358 | 0.04% | 0.04% | 240 | +2,047 | 43.33% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 6,735 | 356 | 0.01% | — | 241 | +6,735 | New | Q1 2026 | May 11, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 6,664 | 352 | 0.09% | 0.33% | 242 | +698 | 11.7% | Q1 2026 | May 12, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 6,636 | 351 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LGT Group Foundation | History | New | 6,532 | 345 | 0.0% | — | 244 | +6,532 | New | Q1 2026 | Apr 28, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 6,502 | 344 | 0.04% | 0.05% | 245 | -15 | -0.23% | Q1 2026 | Apr 27, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | New | 6,325 | 334 | 0.02% | — | 246 | +6,325 | New | Q1 2026 | May 21, 2026 |
| VPR Management LLC | History | Added to | 6,274 | 332 | 0.13% | 0.17% | 247 | +98 | 1.59% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,215 | 329 | 0.01% | 0.02% | 248 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Csenge Advisory Group | History | Added to | 6,186 | 327 | 0.01% | 0.02% | 249 | +163 | 2.71% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,142 | 325 | 0.0% | 0.0% | 250 | +207 | 3.49% | Q1 2026 | Apr 30, 2026 |
| Glenview Trust Co | History | No change | 6,100 | 323 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 6,100 | 323 | 0.11% | 0.13% | 252 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RDA Financial Network | History | No change | 6,093 | 322 | 0.08% | 0.09% | 253 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BWM Planning, LLC | History | New | 6,078 | 321 | 0.08% | — | 255 | +6,078 | New | Q1 2026 | Apr 21, 2026 |
| United Capital Management of KS, Inc. | History | Reduced | 6,064 | 321 | 0.05% | 0.06% | 254 | -702 | -10.38% | Q1 2026 | May 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 6,000 | 317 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Added to | 5,843 | 309 | 0.0% | 0.0% | 258 | +362 | 6.6% | Q1 2026 | Apr 16, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 5,847 | 309 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 5,731 | 303 | 0.06% | 0.0% | 259 | +5,645 | 6563.95% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 5,635 | 298 | 0.02% | 0.02% | 260 | -191 | -3.28% | Q1 2026 | Apr 28, 2026 |
| SG Americas Securities, LLC | History | New | 5,598 | 296 | 0.0% | — | 261 | +5,598 | New | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 5,578 | 295 | 0.0% | 0.0% | 262 | -356 | -6.0% | Q1 2026 | May 15, 2026 |
| Freedom Financial Partners LLC | History | Added to | 5,577 | 295 | 0.11% | 0.12% | 263 | +221 | 4.13% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,524 | 292 | 0.0% | 0.01% | 264 | -3,756 | -40.47% | Q1 2026 | May 15, 2026 |
| Core Wealth Partners LLC | History | No change | 5,408 | 286 | 0.13% | 0.15% | 265 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 5,380 | 284 | 0.08% | 0.1% | 266 | -951 | -15.02% | Q1 2026 | May 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 5,326 | 282 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,290 | 280 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Whipplewood Advisors, LLC | History | New | 5,208 | 275 | 0.14% | — | 271 | +5,208 | New | Q1 2026 | Apr 30, 2026 |
| Manske Wealth Management | History | Reduced | 5,200 | 275 | 0.08% | 0.1% | 270 | -216 | -3.99% | Q1 2026 | Apr 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,305 | 275 | 0.01% | 0.01% | 269 | +4 | 0.08% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 5,192 | 274 | 0.0% | — | 273 | +5,192 | New | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 5,174 | 274 | 0.0% | — | 272 | +5,174 | New | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Added to | 5,024 | 266 | 0.01% | 0.01% | 276 | +1,103 | 28.13% | Q1 2026 | Apr 09, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 5,033 | 266 | 0.06% | 0.07% | 274 | -127 | -2.46% | Q1 2026 | Apr 16, 2026 |
| Plancorp, LLC | History | No change | 5,025 | 266 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 5,017 | 265 | 0.04% | 0.05% | 277 | -333 | -6.22% | Q1 2026 | May 04, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 5,000 | 264 | 0.1% | 0.12% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 5,000 | 264 | 0.06% | 0.07% | 279 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 4,899 | 259 | 0.02% | — | 280 | +4,899 | New | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 4,885 | 258 | 0.0% | 0.0% | 281 | +668 | 15.84% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,861 | 257 | 0.0% | 0.0% | 282 | -723 | -12.95% | Q1 2026 | May 08, 2026 |
| Compton Financial Group, LLC | History | New | 4,828 | 255 | 0.06% | — | 283 | +4,828 | New | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Added to | 4,704 | 249 | 0.0% | 0.0% | 284 | +16 | 0.34% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,650 | 246 | 0.0% | 0.0% | 285 | +1,108 | 31.28% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 4,628 | 245 | 0.0% | 0.0% | 286 | +8 | 0.17% | Q1 2026 | Apr 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 4,602 | 243 | 0.0% | 0.0% | 287 | +2 | 0.04% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | New | 4,494 | 238 | 0.01% | — | 288 | +4,494 | New | Q1 2026 | May 15, 2026 |
| Colonial River Investments, LLC | History | No change | 4,466 | 236 | 0.08% | 0.1% | 289 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Riverstone Advisors, LLC | History | Added to | 4,408 | 233 | 0.11% | 0.12% | 290 | +250 | 6.01% | Q1 2026 | Apr 21, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 4,350 | 230 | 0.16% | 0.17% | 291 | +132 | 3.13% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 4,299 | 228 | 0.03% | 0.03% | 292 | +51 | 1.2% | Q1 2026 | Apr 22, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 4,297 | 227 | 0.02% | 0.02% | 293 | -699 | -13.99% | Q1 2026 | May 06, 2026 |
| Procyon Advisors, LLC | History | No change | 4,233 | 224 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| United Advisor Group, LLC | History | Reduced | 4,200 | 222 | 0.03% | 0.04% | 295 | -1,150 | -21.5% | Q1 2026 | Apr 17, 2026 |
| Argo Wealth Advisory, LLC | History | No change | 4,182 | 221 | 0.13% | 0.15% | 296 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 4,133 | 218 | 0.12% | 0.14% | 298 | +11 | 0.27% | Q1 2026 | Apr 20, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,127 | 218 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SteelPeak Wealth, LLC | History | New | 4,116 | 217 | 0.01% | — | 300 | +4,116 | New | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 4,100 | 217 | 0.0% | — | 299 | +4,100 | New | Q1 2026 | Apr 24, 2026 |