SPDR S&P MIDCAP 400 ETF TRUST - MDY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
1,538 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,047,984 | 1,263,114 | 0.09% | 0.09% | 1 | -72,345 | -3.41% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,543,597 | 952,029 | 0.06% | 0.04% | 2 | +427,942 | 38.36% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,193,336 | 736,001 | 0.14% | 0.15% | 3 | -149,962 | -11.16% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,061,192 | 654,500 | 0.09% | 0.08% | 4 | -13,802 | -1.28% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 969,958 | 598,232 | 0.73% | 0.69% | 5 | -10,692 | -1.09% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 881,942 | 543,946 | 0.06% | 0.08% | 6 | -146,259 | -14.22% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 864,768 | 533,354 | 0.33% | 0.32% | 7 | +34,737 | 4.19% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 322,290 | 520,008 | 0.25% | 0.07% | 8 | +77,039 | 31.41% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 840,196 | 518,199 | 2.06% | 1.97% | 9 | -6,676 | -0.79% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 699,307 | 431,304 | 0.25% | 0.23% | 10 | -5,326 | -0.76% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 640,509 | 395,040 | 0.06% | 0.06% | 11 | +32,057 | 5.27% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 573,786 | 353,888 | 0.04% | 0.05% | 12 | -124,218 | -17.8% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 497,191 | 306,647 | 0.09% | 0.1% | 13 | -60,801 | -10.9% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 488,938 | 301,557 | 0.11% | 0.11% | 14 | -24,852 | -4.84% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 352,500 | 217,407 | 0.04% | 0.04% | 15 | -39,234 | -10.02% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 299,723 | 184,858 | 0.03% | 0.03% | 16 | -52,600 | -14.93% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 298,766 | 184,144 | 0.54% | 1.03% | 17 | -334,544 | -52.82% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 304,162 | 182,202 | 0.01% | 0.01% | 18 | -66,457 | -17.93% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 264,073 | 162,870 | 0.92% | 0.92% | 19 | -1,129 | -0.43% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 248,681 | 153,376 | 0.1% | 0.12% | 20 | -27,883 | -10.08% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 251,130 | 151,501 | 0.05% | 0.05% | 21 | -7,424 | -2.87% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 235,008 | 144,946 | 0.15% | 0.16% | 22 | -1,083 | -0.46% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 229,855 | 141,660 | 0.2% | 0.19% | 23 | -10,809 | -4.49% | Q1 2026 | May 15, 2026 |
| Arvest Bank Trust Division | History | Reduced | 227,616 | 140,384 | 7.63% | 7.58% | 24 | -4,291 | -1.85% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 215,722 | 133,048 | 0.02% | 0.01% | 25 | +116,102 | 116.54% | Q1 2026 | May 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 211,706 | 130,574 | 11.84% | 11.66% | 26 | -2,613 | -1.22% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 163,404 | 100,781 | 0.03% | 0.03% | 27 | -11,042 | -6.33% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 162,619 | 100,297 | 0.02% | 0.02% | 28 | -1,014 | -0.62% | Q1 2026 | May 05, 2026 |
| WELCH & FORBES LLC | History | Reduced | 161,554 | 99,640 | 1.29% | 1.22% | 29 | -5,199 | -3.12% | Q1 2026 | May 01, 2026 |
| Generali Asset Management SPA SGR | History | New | 158,983 | 98,054 | 2.05% | — | 30 | +158,983 | New | Q1 2026 | May 05, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 153,603 | 94,736 | 5.34% | 6.12% | 31 | +3,271 | 2.18% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 153,398 | 94,610 | 0.1% | 0.07% | 32 | +67,638 | 78.87% | Q1 2026 | Apr 16, 2026 |
| COMMERCE BANK | History | Added to | 141,154 | 87,058 | 0.42% | 0.09% | 33 | +114,538 | 430.34% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 138,738 | 85,568 | 0.12% | 0.12% | 34 | +7,186 | 5.46% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 133,073 | 83,197 | 0.94% | 0.87% | 35 | +5,097 | 3.98% | Q1 2026 | Apr 28, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 124,317 | 76,673 | 0.1% | 0.07% | 36 | +33,554 | 36.97% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 118,348 | 72,992 | 0.1% | 0.1% | 37 | -2,580 | -2.13% | Q1 2026 | Apr 27, 2026 |
| Hills Bank & Trust Co | History | Reduced | 115,410 | 71,180 | 3.44% | 4.12% | 38 | -2,176 | -1.85% | Q1 2026 | May 01, 2026 |
| FineMark National Bank & Trust | History | No change | 116,109 | 70,046 | 2.19% | 2.19% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 111,747 | 68,920 | 0.34% | 0.1% | 40 | +78,341 | 234.51% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 111,398 | 68,705 | 0.11% | 0.1% | 41 | -2,390 | -2.1% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 107,744 | 66,538 | 0.07% | 0.08% | 42 | -13,521 | -11.15% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 106,846 | 65,900 | 0.06% | 0.07% | 43 | -13,763 | -11.41% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 106,752 | 65,728 | 0.08% | 0.08% | 44 | +2,192 | 2.1% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 104,126 | 64,378 | 2.99% | 2.86% | 45 | +660 | 0.64% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 89,367 | 55,117 | 0.06% | 0.06% | 46 | +2,533 | 2.92% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 87,418 | 53,905 | 0.01% | 0.01% | 47 | +5,377 | 6.55% | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 85,504 | 52,735 | 1.78% | 1.69% | 48 | -311 | -0.36% | Q1 2026 | Apr 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 84,363 | 52,031 | 1.0% | 0.98% | 49 | -2,198 | -2.54% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Reduced | 83,318 | 51,387 | 1.89% | 1.84% | 50 | -27,813 | -25.03% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 80,527 | 49,665 | 0.01% | 0.01% | 51 | +1,782 | 2.26% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 75,901 | 46,852 | 0.07% | 0.08% | 52 | -14,037 | -15.61% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 75,677 | 46,674 | 0.13% | 0.12% | 53 | +309 | 0.41% | Q1 2026 | May 08, 2026 |
| Divergent Planning, LLC | History | No change | 76,242 | 46,607 | 11.9% | 11.9% | 54 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 72,103 | 44,470 | 0.06% | 0.06% | 55 | +1,582 | 2.24% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 67,864 | 41,855 | 0.07% | 0.08% | 56 | -130 | -0.19% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 63,092 | 41,661 | 0.53% | 0.5% | 57 | -225 | -0.36% | Q1 2026 | May 06, 2026 |
| Portland Global Advisors LLC | History | Reduced | 65,441 | 40,361 | 4.3% | 4.31% | 58 | -1,064 | -1.6% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 63,514 | 39,708 | 0.81% | 0.88% | 59 | -4,316 | -6.36% | Q1 2026 | Apr 28, 2026 |
| Midwest Trust Co | History | Reduced | 63,739 | 39,311 | 0.49% | 0.49% | 60 | -1,276 | -1.96% | Q1 2026 | May 01, 2026 |
| SMITH, MOORE & CO. | History | Added to | 61,527 | 37,947 | 2.76% | 2.73% | 61 | +1,632 | 2.72% | Q1 2026 | May 05, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Added to | 600 | 37,005 | 4.77% | 2.57% | 62 | +250 | 71.43% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 59,561 | 36,734 | 0.01% | 0.01% | 63 | -15,415 | -20.56% | Q1 2026 | May 14, 2026 |
| Madison Asset Management, LLC | History | Reduced | 59,247 | 36,541 | 0.45% | 0.58% | 64 | -24,094 | -28.91% | Q1 2026 | May 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 59,036 | 36,411 | 0.51% | 0.48% | 65 | -177 | -0.3% | Q1 2026 | May 01, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 58,782 | 36,254 | 1.44% | 1.51% | 66 | -6,050 | -9.33% | Q1 2026 | May 01, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 57,380 | 35,389 | 0.45% | 0.45% | 67 | -371 | -0.64% | Q1 2026 | Apr 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 57,054 | 35,188 | 0.96% | 0.9% | 68 | -1,095 | -1.88% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 56,520 | 34,859 | 0.06% | 0.06% | 69 | +3,171 | 5.94% | Q1 2026 | May 14, 2026 |
| OFS Enterprise LLC | History | New | 56,110 | 34,606 | 10.17% | — | 70 | +56,110 | New | Q1 2026 | Apr 09, 2026 |
| MetLife Investment Management, LLC | History | Added to | 55,700 | 34,353 | 0.18% | 0.15% | 71 | +3,400 | 6.5% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 54,342 | 33,557 | 0.1% | 0.1% | 72 | -192 | -0.35% | Q1 2026 | May 13, 2026 |
| Oldfather Financial Services, LLC | History | No change | 55,249 | 33,330 | 9.92% | 9.92% | 73 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Baird Financial Group, Inc. | History | Added to | 53,888 | 33,235 | 0.05% | 0.05% | 74 | +3,386 | 6.7% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Added to | 53,484 | 32,986 | 1.03% | 0.69% | 75 | +15,617 | 41.24% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 51,445 | 31,729 | 0.01% | 0.01% | 76 | +18,838 | 57.77% | Q1 2026 | May 11, 2026 |
| SCS Capital Management LLC | History | Reduced | 50,341 | 31,048 | 0.33% | 0.34% | 77 | -2,112 | -4.03% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | No change | 50,125 | 30,915 | 2.64% | 2.68% | 78 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 49,887 | 30,768 | 0.39% | 0.4% | 79 | -3,271 | -6.15% | Q1 2026 | May 15, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 49,152 | 30,315 | 0.92% | 0.88% | 80 | -769 | -1.54% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 45,646 | 30,267 | 0.68% | 0.71% | 81 | +64 | 0.14% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | New | 47,969 | 29,585 | 1.05% | — | 82 | +47,969 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 47,882 | 29,531 | 0.05% | 0.02% | 83 | +39,984 | 506.25% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 47,547 | 29,325 | 0.22% | 0.2% | 84 | +2,953 | 6.62% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 45,685 | 28,434 | 0.06% | 0.07% | 85 | -41,266 | -47.46% | Q1 2026 | Apr 08, 2026 |
| Walleye Trading LLC | History | Added to | 45,500 | 28,062 | 0.05% | 0.04% | 86 | +500 | 1.11% | Q1 2026 | May 08, 2026 |
| CUMBERLAND ADVISORS INC | History | Added to | 44,807 | 27,635 | 10.82% | 10.05% | 87 | +860 | 1.96% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 44,437 | 27,407 | 0.07% | 0.07% | 88 | -8,233 | -15.63% | Q1 2026 | Apr 22, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 44,301 | 27,323 | 3.68% | 3.59% | 89 | -99 | -0.22% | Q1 2026 | May 15, 2026 |
| IFG Advisors, LLC | History | Reduced | 44,274 | 27,306 | 4.47% | 4.58% | 90 | -1,348 | -2.95% | Q1 2026 | Apr 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 44,240 | 27,285 | 0.01% | 0.0% | 91 | +35,665 | 415.92% | Q1 2026 | May 15, 2026 |
| LCM Capital Management Inc | History | Added to | 43,713 | 26,960 | 13.53% | 12.7% | 92 | +140 | 0.32% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 43,688 | 26,945 | 0.25% | 0.34% | 93 | -676 | -1.52% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 43,694 | 26,359 | 0.11% | 0.11% | 94 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Klingman & Associates, LLC | History | Reduced | 41,668 | 25,699 | 1.23% | 1.22% | 95 | -160 | -0.38% | Q1 2026 | May 14, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 41,532 | 25,615 | 2.98% | 4.47% | 96 | -22,796 | -35.44% | Q1 2026 | May 06, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 40,661 | 25,078 | 11.18% | 11.42% | 97 | -638 | -1.54% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Added to | 40,412 | 24,924 | 0.02% | 0.02% | 98 | +8,350 | 26.04% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 39,253 | 24,209 | 0.0% | 0.0% | 99 | +2,503 | 6.81% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 38,039 | 23,517 | 0.42% | 0.4% | 100 | +207 | 0.55% | Q1 2026 | May 15, 2026 |
| CONNING INC. | History | Reduced | 38,022 | 23,450 | 0.78% | 0.78% | 101 | -574 | -1.49% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 37,293 | 23,001 | 0.09% | 0.06% | 102 | +11,174 | 42.78% | Q1 2026 | Apr 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 37,076 | 22,866 | 0.18% | 0.19% | 103 | -650 | -1.72% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 37,048 | 22,850 | 0.06% | 0.05% | 104 | +3,212 | 9.49% | Q1 2026 | Apr 30, 2026 |
| 1ST SOURCE BANK | History | Reduced | 35,980 | 22,191 | 1.14% | 1.14% | 105 | -6 | -0.02% | Q1 2026 | May 04, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 35,383 | 21,823 | 3.27% | 9.5% | 106 | -67,768 | -65.7% | Q1 2026 | Apr 24, 2026 |
| BESSEMER GROUP INC | History | Reduced | 34,643 | 21,366 | 0.03% | 0.08% | 107 | -54,594 | -61.18% | Q1 2026 | May 06, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 32,253 | 21,212 | 0.37% | 0.36% | 108 | -735 | -2.23% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 33,832 | 20,866 | 0.28% | — | 109 | +33,832 | New | Q1 2026 | May 14, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 33,057 | 20,438 | 0.85% | 0.86% | 110 | -166 | -0.5% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Reduced | 33,113 | 20,423 | 0.28% | 0.3% | 111 | -1,277 | -3.71% | Q1 2026 | Apr 08, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 32,568 | 20,086 | 7.14% | 7.01% | 112 | -80 | -0.25% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,825 | 19,663 | 0.01% | 0.01% | 113 | +5,213 | 18.88% | Q1 2026 | May 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 31,740 | 19,575 | 1.26% | 1.22% | 114 | -384 | -1.2% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 31,646 | 19,516 | 0.76% | 0.78% | 115 | -997 | -3.05% | Q1 2026 | Apr 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 31,409 | 19,371 | 0.11% | 0.11% | 116 | +2,121 | 7.24% | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 31,188 | 19,235 | 3.68% | 3.61% | 117 | -130 | -0.42% | Q1 2026 | Apr 15, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 31,000 | 19,119 | 0.9% | 1.46% | 118 | -28,782 | -48.14% | Q1 2026 | May 15, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 30,810 | 19,002 | 1.38% | 1.31% | 119 | +29,960 | 3524.71% | Q1 2026 | May 21, 2026 |
| DC Investments Management, LLC | History | New | 30,673 | 18,917 | 7.24% | — | 120 | +30,673 | New | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 30,417 | 18,760 | 0.21% | 0.11% | 121 | +14,533 | 91.49% | Q1 2026 | Apr 16, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 29,600 | 18,256 | 0.02% | 0.01% | 122 | +14,220 | 92.46% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 26,915 | 16,600 | 0.02% | 0.03% | 123 | -1,857 | -6.45% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 26,910 | 16,595 | 0.27% | 0.27% | 124 | +4,910 | 22.32% | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | Reduced | 26,157 | 16,132 | 0.06% | 0.06% | 125 | -5,168 | -16.5% | Q1 2026 | May 12, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 26,012 | 16,043 | 3.2% | 3.08% | 126 | -333 | -1.26% | Q1 2026 | Apr 27, 2026 |
| GFS Advisors, LLC | History | Added to | 47,733 | 15,313 | 1.95% | 1.12% | 127 | +32,105 | 205.43% | Q1 2026 | Apr 30, 2026 |
| Simmons Bank | History | Reduced | 24,461 | 15,085 | 1.01% | 0.99% | 128 | -53 | -0.22% | Q1 2026 | Apr 23, 2026 |
| IMC-Chicago, LLC | History | Added to | 24,334 | 15,008 | 0.01% | 0.0% | 129 | +3,465 | 16.6% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 23,951 | 14,772 | 0.0% | 0.0% | 130 | +3,257 | 15.74% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 23,092 | 14,242 | 0.0% | 0.0% | 131 | +3,213 | 16.16% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 23,172 | 13,979 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 22,356 | 13,788 | 3.39% | 3.37% | 133 | -130 | -0.58% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 22,107 | 13,634 | 0.57% | — | 134 | +22,107 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 22,022 | 13,582 | 0.07% | 0.08% | 135 | -707 | -3.11% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Reduced | 21,907 | 13,511 | 0.07% | 0.08% | 136 | -114 | -0.52% | Q1 2026 | May 04, 2026 |
| Caldwell Trust Co | History | Added to | 21,591 | 13,316 | 1.19% | 1.12% | 137 | +777 | 3.73% | Q1 2026 | Apr 22, 2026 |
| Nitorum Capital, L.P. | History | New | 21,216 | 13,085 | 11.49% | — | 138 | +21,216 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 21,045 | 12,979 | 0.4% | 0.37% | 139 | +1,000 | 4.99% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Reduced | 21,018 | 12,979 | 0.57% | 0.71% | 140 | -125 | -0.59% | Q1 2026 | May 11, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 20,471 | 12,625 | 2.78% | 2.47% | 141 | +897 | 4.58% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 20,434 | 12,602 | 0.03% | 0.04% | 142 | -3,665 | -15.21% | Q1 2026 | May 04, 2026 |
| jvl associates llc | History | No change | 19,689 | 12,143 | 4.07% | 3.87% | 143 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 19,167 | 11,821 | 0.2% | 0.2% | 144 | -891 | -4.44% | Q1 2026 | Apr 21, 2026 |
| Carnegie Investment Counsel | History | Reduced | 19,010 | 11,724 | 0.23% | 0.22% | 145 | -460 | -2.36% | Q1 2026 | May 01, 2026 |
| Callan Family Office, LLC | History | Reduced | 18,509 | 11,415 | 0.26% | 0.25% | 146 | -444 | -2.34% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 18,355 | 11,320 | 0.03% | 0.03% | 147 | -193 | -1.04% | Q1 2026 | May 14, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 18,311 | 11,293 | 1.75% | 1.75% | 148 | -1,253 | -6.4% | Q1 2026 | May 01, 2026 |
| Lutz Financial Services LLC | History | Reduced | 18,190 | 11,219 | 0.75% | 0.76% | 149 | -383 | -2.06% | Q1 2026 | May 04, 2026 |
| Csenge Advisory Group | History | Reduced | 18,185 | 11,215 | 0.51% | 0.51% | 150 | -329 | -1.78% | Q1 2026 | Apr 30, 2026 |
| Shulman DeMeo Asset Management LLC | History | New | 17,967 | 11,081 | 2.35% | — | 151 | +17,967 | New | Q1 2026 | Apr 09, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 17,760 | 10,953 | 1.63% | 1.61% | 152 | -425 | -2.34% | Q1 2026 | Apr 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 17,709 | 10,922 | 0.05% | 0.03% | 153 | +277 | 1.59% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 18,205 | 10,913 | 0.34% | 0.32% | 154 | +222 | 1.23% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 17,655 | 10,888 | 0.05% | 0.05% | 155 | +321 | 1.85% | Q1 2026 | May 15, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 17,601 | 10,855 | 0.81% | 0.88% | 156 | -883 | -4.78% | Q1 2026 | May 15, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 17,585 | 10,845 | 2.71% | 2.64% | 157 | -620 | -3.41% | Q1 2026 | Apr 28, 2026 |
| Hummer Financial Advisory Services Inc | History | Added to | 17,189 | 10,627 | 7.51% | 7.31% | 158 | +96 | 0.56% | Q1 2026 | Apr 08, 2026 |
| Granite FO LLC | History | Added to | 17,037 | 10,507 | 6.22% | 5.35% | 159 | +410 | 2.47% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 16,948 | 10,452 | 0.06% | 0.06% | 160 | -324 | -1.88% | Q1 2026 | May 14, 2026 |
| Corsicana & Co. | History | Added to | 19,154 | 10,218 | 6.47% | 6.29% | 161 | +574 | 3.09% | Q1 2026 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 16,300 | 10,053 | 0.02% | — | 162 | +16,300 | New | Q1 2026 | May 14, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 16,286 | 10,044 | 0.81% | 0.83% | 163 | -363 | -2.18% | Q1 2026 | Apr 01, 2026 |
| World Investment Advisors | History | Reduced | 16,225 | 10,006 | 0.16% | 0.16% | 164 | -405 | -2.44% | Q1 2026 | Apr 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 16,073 | 9,913 | 0.52% | 0.53% | 165 | -200 | -1.23% | Q1 2026 | Apr 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 16,071 | 9,911 | 4.0% | 3.92% | 166 | +34 | 0.21% | Q1 2026 | Apr 29, 2026 |
| Legacy Advisors, LLC | History | Added to | 15,932 | 9,825 | 1.16% | 1.03% | 167 | +10 | 0.06% | Q1 2026 | May 05, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 15,902 | 9,807 | 1.04% | 0.98% | 168 | -77 | -0.48% | Q1 2026 | Apr 28, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 15,836 | 9,767 | 8.96% | 9.0% | 169 | +36 | 0.23% | Q1 2026 | May 05, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 15,569 | 9,602 | 0.04% | 0.04% | 170 | -225 | -1.42% | Q1 2026 | May 07, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 15,560 | 9,596 | 1.51% | 1.38% | 171 | +719 | 4.84% | Q1 2026 | Apr 07, 2026 |
| Canopy Partners, LLC | History | Reduced | 15,548 | 9,589 | 3.29% | 3.24% | 172 | -959 | -5.81% | Q1 2026 | May 11, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 15,514 | 9,568 | 0.36% | 0.35% | 173 | -53 | -0.34% | Q1 2026 | Apr 16, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 15,505 | 9,562 | 1.3% | 1.37% | 174 | -642 | -3.98% | Q1 2026 | Apr 14, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 15,390 | 9,491 | 0.15% | 0.14% | 175 | -170 | -1.09% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Reduced | 15,209 | 9,380 | 0.61% | 0.61% | 176 | -521 | -3.31% | Q1 2026 | Apr 28, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 15,178 | 9,360 | 0.5% | 0.49% | 177 | -3 | -0.02% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 15,027 | 9,268 | 0.02% | 0.02% | 178 | -1,197 | -7.38% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Reduced | 14,964 | 9,229 | 0.15% | 0.12% | 179 | -229 | -1.51% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 14,768 | 9,130 | 0.04% | 0.07% | 180 | -11,526 | -43.84% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 14,362 | 8,857 | 0.37% | 0.35% | 181 | -206 | -1.41% | Q1 2026 | Apr 13, 2026 |
| Legal & General Group Plc | History | No change | 14,200 | 8,759 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 14,012 | 8,641 | 0.29% | 0.28% | 183 | -444 | -3.07% | Q1 2026 | May 15, 2026 |
| RMR Wealth Builders | History | Reduced | 13,966 | 8,613 | 0.68% | 0.69% | 184 | -429 | -2.98% | Q1 2026 | Apr 22, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 13,936 | 8,595 | 2.64% | 2.43% | 185 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AMG National Trust Bank | History | Added to | 13,814 | 8,519 | 0.18% | 0.12% | 186 | +5,360 | 63.4% | Q1 2026 | May 04, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 13,787 | 8,503 | 0.17% | 0.17% | 187 | -207 | -1.48% | Q1 2026 | May 14, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 14,164 | 8,484 | 5.84% | 2.62% | 188 | +2,594 | 22.42% | Q1 2026 | Apr 24, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 13,736 | 8,471 | 1.33% | 1.3% | 189 | -72 | -0.52% | Q1 2026 | May 07, 2026 |
| TKG Advisors, LLC | History | Reduced | 13,235 | 8,162 | 3.37% | 3.24% | 190 | -74 | -0.56% | Q1 2026 | Apr 24, 2026 |
| Busey Bank | History | No change | 13,070 | 8,061 | 0.22% | 0.21% | 191 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,133 | 7,935 | 0.05% | 0.04% | 192 | +3,430 | 35.35% | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 12,844 | 7,921 | 0.34% | 0.32% | 193 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 12,720 | 7,845 | 0.01% | — | 194 | +12,720 | New | Q1 2026 | May 14, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 11,906 | 7,779 | 1.06% | 1.49% | 195 | -974 | -7.56% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,512 | 7,717 | 0.08% | 0.1% | 196 | -410 | -3.17% | Q1 2026 | May 13, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 12,465 | 7,688 | 1.8% | 1.59% | 197 | +1,044 | 9.14% | Q1 2026 | May 08, 2026 |
| Pacific Center for Financial Services | History | Reduced | 12,353 | 7,619 | 1.93% | 1.96% | 198 | -557 | -4.31% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,193 | 7,520 | 0.04% | 0.04% | 199 | +1,178 | 10.69% | Q1 2026 | May 05, 2026 |
| Grove Bank & Trust | History | Reduced | 12,190 | 7,518 | 0.85% | 0.84% | 200 | -237 | -1.91% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,410 | 7,498 | 0.0% | 0.0% | 201 | +1,973 | 18.9% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 12,125 | 7,478 | 0.06% | 0.06% | 202 | -422 | -3.36% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 11,919 | 7,368 | 0.15% | 0.13% | 203 | +441 | 3.84% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 11,906 | 7,343 | 0.97% | 0.98% | 204 | +153 | 1.3% | Q1 2026 | May 11, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 11,886 | 7,331 | 0.25% | 0.25% | 205 | -43 | -0.36% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 11,853 | 7,310 | 0.06% | 0.06% | 206 | +31 | 0.26% | Q1 2026 | May 01, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 11,746 | 7,244 | 0.12% | 0.11% | 207 | -1 | -0.01% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,732 | 7,235 | 0.11% | 0.12% | 208 | +2,023 | 20.84% | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 11,361 | 7,007 | 0.69% | 0.69% | 209 | +36 | 0.32% | Q1 2026 | Apr 27, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 11,328 | 6,986 | 0.97% | 0.91% | 210 | -214 | -1.85% | Q1 2026 | Apr 09, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 11,164 | 6,885 | 3.28% | 3.18% | 211 | -53 | -0.47% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,148 | 6,875 | 0.03% | 0.03% | 212 | -189 | -1.67% | Q1 2026 | Apr 24, 2026 |
| HANOVER ADVISORS INC | History | Added to | 11,128 | 6,863 | 2.79% | 2.61% | 213 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 11,081 | 6,834 | 0.45% | 0.44% | 214 | -474 | -4.1% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 11,079 | 6,833 | 0.29% | 0.3% | 215 | -97 | -0.87% | Q1 2026 | Apr 30, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 11,012 | 6,791 | 0.08% | 0.05% | 216 | +4,043 | 58.01% | Q1 2026 | Apr 24, 2026 |
| Dakota Wealth Management | History | Reduced | 11,004 | 6,786 | 0.15% | 0.13% | 217 | -705 | -6.02% | Q1 2026 | May 07, 2026 |
| Latigo Investments, LLC | History | No change | 10,962 | 6,760 | 3.37% | 3.25% | 218 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 10,919 | 6,734 | 1.15% | 1.52% | 219 | +157 | 1.46% | Q1 2026 | Apr 09, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 10,874 | 6,706 | 0.32% | 0.3% | 220 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,836 | 6,683 | 0.03% | — | 221 | +10,836 | New | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,821 | 6,674 | 0.01% | — | 223 | +10,821 | New | Q1 2026 | May 12, 2026 |
| Community Bank, N.A. | History | Reduced | 10,822 | 6,674 | 0.79% | 0.8% | 222 | -377 | -3.37% | Q1 2026 | May 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 10,715 | 6,608 | 0.29% | 0.29% | 224 | -574 | -5.08% | Q1 2026 | May 11, 2026 |
| G&S Capital LLC | History | Added to | 10,588 | 6,530 | 2.29% | 2.21% | 225 | +201 | 1.94% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 10,572 | 6,520 | 0.45% | 0.45% | 226 | -260 | -2.4% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Added to | 10,542 | 6,518 | 0.08% | 0.09% | 227 | +313 | 3.06% | Q1 2026 | May 15, 2026 |
| Newport Capital Group, LLC | History | Added to | 10,556 | 6,516 | 3.97% | 3.8% | 228 | +272 | 2.64% | Q1 2026 | May 11, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 10,551 | 6,507 | 5.11% | 5.23% | 229 | -128 | -1.2% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,721 | 6,467 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Palisade Asset Management, LLC | History | No change | 10,451 | 6,445 | 0.65% | 0.61% | 231 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 10,342 | 6,378 | 0.64% | 1.02% | 232 | -7,917 | -43.36% | Q1 2026 | May 07, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 10,178 | 6,320 | 0.23% | 0.12% | 233 | +8,943 | 724.13% | Q1 2026 | May 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 10,228 | 6,308 | 1.08% | 1.06% | 234 | -95 | -0.92% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,221 | 6,303 | 0.05% | 0.05% | 235 | +594 | 6.17% | Q1 2026 | Apr 15, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 10,138 | 6,252 | 4.21% | 4.42% | 236 | -263 | -2.53% | Q1 2026 | May 07, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 6,167 | 0.3% | 0.27% | 237 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Wilmar Advisors LLC | History | No change | 10,000 | 6,167 | 5.33% | 4.71% | 238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 9,933 | 6,141 | 2.7% | 2.71% | 239 | -301 | -2.94% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Reduced | 9,850 | 6,074 | 0.02% | 0.02% | 240 | -7 | -0.07% | Q1 2026 | May 14, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | No change | 335 | 6,061 | 0.39% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 9,739 | 6,006 | 0.64% | 0.65% | 242 | -208 | -2.09% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,708 | 5,987 | 0.03% | 0.03% | 243 | +2,193 | 29.18% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 9,707 | 5,986 | 0.12% | 0.11% | 244 | -3 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 9,679 | 5,969 | 0.49% | 0.51% | 245 | -386 | -3.84% | Q1 2026 | May 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,602 | 5,922 | 0.05% | 0.04% | 246 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TI-TRUST, INC | History | Added to | 9,595 | 5,917 | 3.52% | 3.52% | 247 | +139 | 1.47% | Q1 2026 | Apr 28, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 9,587 | 5,912 | 1.99% | 2.05% | 248 | -721 | -6.99% | Q1 2026 | Apr 03, 2026 |
| Sageworth Trust Co | History | No change | 9,569 | 5,901 | 0.25% | 0.25% | 249 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arax Advisory Partners | History | Added to | 9,493 | 5,855 | 0.17% | 0.01% | 250 | +8,713 | 1117.05% | Q1 2026 | May 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 9,339 | 5,774 | 0.3% | 0.31% | 251 | +141 | 1.53% | Q1 2026 | Apr 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 9,326 | 5,766 | 0.13% | 0.12% | 252 | -45 | -0.48% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 9,214 | 5,682 | 1.96% | 1.87% | 253 | -63 | -0.68% | Q1 2026 | May 04, 2026 |
| Winter & Associates, Inc. | History | Reduced | 9,050 | 5,658 | 4.95% | 5.97% | 254 | -1,658 | -15.48% | Q1 2026 | Apr 08, 2026 |
| Balboa Wealth Partners | History | Reduced | 9,166 | 5,653 | 0.95% | 0.92% | 255 | -11 | -0.12% | Q1 2026 | Apr 16, 2026 |
| MOTCO | History | Reduced | 9,148 | 5,642 | 0.52% | 0.51% | 256 | -118 | -1.27% | Q1 2026 | Apr 22, 2026 |
| Firestone Capital Management | History | Reduced | 8,999 | 5,550 | 1.16% | 1.16% | 257 | -32 | -0.35% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,921 | 5,502 | 0.17% | — | 258 | +8,921 | New | Q1 2026 | May 15, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 8,200 | 5,451 | 1.82% | 1.63% | 259 | +96 | 1.18% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 8,800 | 5,427 | 0.13% | 0.14% | 260 | -567 | -6.05% | Q1 2026 | May 15, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 8,763 | 5,404 | 1.96% | 1.72% | 261 | +669 | 8.27% | Q1 2026 | May 08, 2026 |
| North Star Investment Management Corp. | History | Added to | 8,729 | 5,383 | 0.33% | 0.31% | 262 | +433 | 5.22% | Q1 2026 | Apr 23, 2026 |
| Paller Financial Services Inc | History | Reduced | 8,671 | 5,347 | 4.42% | 4.44% | 263 | -512 | -5.58% | Q1 2026 | Apr 28, 2026 |
| Gotham Asset Management, LLC | History | No change | 8,638 | 5,327 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 8,550 | 5,273 | 1.26% | 1.24% | 265 | -15 | -0.18% | Q1 2026 | Apr 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 8,540 | 5,267 | 0.17% | 0.2% | 266 | -1,676 | -16.41% | Q1 2026 | May 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 8,516 | 5,252 | 0.08% | 0.08% | 267 | -138 | -1.59% | Q1 2026 | May 05, 2026 |
| Bank of New Hampshire | History | Reduced | 8,479 | 5,229 | 1.2% | 1.16% | 268 | -47 | -0.55% | Q1 2026 | Apr 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 8,441 | 5,205 | 2.41% | — | 269 | +8,441 | New | Q1 2026 | Apr 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 8,416 | 5,203 | 0.21% | 0.26% | 270 | -1,850 | -18.02% | Q1 2026 | May 12, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 9,002 | 5,128 | 0.47% | 0.47% | 271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 8,298 | 5,117 | 0.12% | 0.13% | 272 | -210 | -2.47% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,273 | 5,102 | 0.06% | 0.12% | 273 | -5,959 | -41.87% | Q1 2026 | Apr 23, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 8,023 | 5,073 | 0.34% | 0.34% | 274 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bay Rivers Group | History | Added to | 8,166 | 5,036 | 2.1% | 1.94% | 275 | +194 | 2.43% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 7,936 | 4,894 | 0.32% | 0.37% | 276 | -1,497 | -15.87% | Q1 2026 | Apr 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 7,917 | 4,882 | 0.04% | 0.03% | 277 | +1,201 | 17.88% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 7,916 | 4,882 | 0.09% | 0.09% | 278 | -118 | -1.47% | Q1 2026 | Apr 17, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 7,906 | 4,876 | 1.82% | 1.86% | 279 | -294 | -3.59% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,892 | 4,867 | 0.08% | 0.08% | 280 | +15 | 0.19% | Q1 2026 | Apr 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,890 | 4,866 | 0.08% | 0.09% | 281 | -411 | -4.95% | Q1 2026 | Apr 22, 2026 |
| Haverford Trust Co | History | Reduced | 7,832 | 4,830 | 0.04% | 0.04% | 282 | -56 | -0.71% | Q1 2026 | May 11, 2026 |
| Nicollet Investment Management, Inc. | History | Reduced | 7,829 | 4,829 | 1.65% | 1.61% | 283 | -619 | -7.33% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 7,831 | 4,823 | 0.0% | 0.0% | 284 | -854 | -9.83% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,794 | 4,807 | 0.09% | 0.08% | 285 | +150 | 1.96% | Q1 2026 | Apr 10, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 7,753 | 4,781 | 0.06% | 0.05% | 286 | +145 | 1.91% | Q1 2026 | May 05, 2026 |
| Peak Asset Management, LLC | History | Reduced | 7,737 | 4,771 | 0.84% | 0.91% | 287 | -1,095 | -12.4% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 7,721 | 4,762 | 0.08% | 0.08% | 288 | -284 | -3.55% | Q1 2026 | May 05, 2026 |
| Financial & Tax Architects, LLC | History | New | 7,690 | 4,742 | 1.06% | — | 289 | +7,690 | New | Q1 2026 | Apr 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 7,657 | 4,722 | 0.34% | 0.32% | 290 | +317 | 4.32% | Q1 2026 | May 06, 2026 |
| BOKF, NA | History | Reduced | 7,653 | 4,720 | 0.07% | 0.07% | 291 | -327 | -4.1% | Q1 2026 | May 08, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 7,643 | 4,713 | 0.12% | 0.12% | 292 | -39 | -0.51% | Q1 2026 | May 01, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 7,620 | 4,699 | 1.73% | 1.62% | 293 | +182 | 2.45% | Q1 2026 | Apr 30, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 7,556 | 4,660 | 0.37% | 0.68% | 294 | -7,389 | -49.44% | Q1 2026 | Apr 27, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 7,552 | 4,657 | 0.34% | 0.32% | 295 | -3 | -0.04% | Q1 2026 | Apr 13, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 7,541 | 4,651 | 1.88% | 1.77% | 296 | -171 | -2.22% | Q1 2026 | May 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 7,510 | 4,631 | 0.25% | 0.24% | 297 | -58 | -0.77% | Q1 2026 | May 12, 2026 |
| Breakwater Capital Group | History | Reduced | 7,432 | 4,583 | 0.61% | 0.63% | 298 | -72 | -0.96% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 7,412 | 4,571 | 0.05% | 0.06% | 299 | -1,706 | -18.71% | Q1 2026 | May 06, 2026 |
| Brevan Howard Capital Management LP | History | New | 7,391 | 4,558 | 0.04% | — | 300 | +7,391 | New | Q1 2026 | May 15, 2026 |