PIMCO ETF Trust - MINT
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
807 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 32,807,970 | 3,299,169 | 0.21% | 0.21% | 1 | +192,357 | 0.59% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 9,660,644 | 971,570 | 1.98% | 1.83% | 2 | +712,924 | 7.97% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 9,047,779 | 909,935 | 0.05% | 0.05% | 3 | +102,679 | 1.15% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,719,789 | 575,239 | 0.11% | 0.08% | 4 | +1,204,315 | 26.67% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 4,342,620 | 436,737 | 0.12% | 0.11% | 5 | +278,272 | 6.85% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 3,252,382 | 327,092 | 0.05% | 0.04% | 6 | +489,170 | 17.7% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,954,300 | 196,543 | 0.01% | 0.01% | 7 | +367,220 | 23.14% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 1,639,635 | 165,789 | 0.18% | 0.13% | 8 | +545,259 | 49.82% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 1,603,698 | 161,283 | 0.42% | 0.46% | 9 | -71,864 | -4.29% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 1,307,508 | 131,496 | 0.15% | 0.06% | 10 | +786,471 | 150.94% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,283,386 | 129,069 | 0.02% | 0.02% | 11 | +194,229 | 17.83% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,155,040 | 116,162 | 0.03% | 0.01% | 12 | +727,608 | 170.23% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 1,004,333 | 101,005 | 0.55% | 0.55% | 13 | +43,816 | 4.56% | Q1 2026 | May 13, 2026 |
| Bramshill Investments, LLC | History | Reduced | 911,252 | 91,644 | 7.9% | 5.26% | 14 | -15,179 | -1.64% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 902,383 | 90,753 | 0.23% | 0.21% | 15 | +126,745 | 16.34% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 852,861 | 85,772 | 0.96% | 0.01% | 16 | +841,349 | 7308.45% | Q1 2026 | May 05, 2026 |
| Proficio Capital Partners LLC | History | Added to | 848,972 | 85,541 | 4.57% | 5.57% | 17 | +57,558 | 7.27% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 801,693 | 80,626 | 0.07% | 0.07% | 18 | +14,143 | 1.8% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 756,471 | 76,078 | 0.28% | 0.27% | 19 | +445 | 0.06% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 683,650 | 68,754 | 0.02% | 0.02% | 20 | -46,744 | -6.4% | Q1 2026 | May 14, 2026 |
| Advisor OS, LLC | History | Reduced | 569,456 | 57,270 | 4.15% | 6.68% | 21 | -257,387 | -31.13% | Q1 2026 | May 07, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 567,769 | 57,100 | 6.93% | 10.28% | 22 | -251,687 | -30.71% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Added to | 549,785 | 55,253 | 1.78% | 1.84% | 23 | +13,772 | 2.57% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 527,597 | 53,064 | 0.08% | 0.07% | 24 | +59,514 | 12.71% | Q1 2026 | May 15, 2026 |
| Gainplan LLC | History | Added to | 522,354 | 52,533 | 39.37% | 19.1% | 25 | +14,259 | 2.81% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Added to | 489,329 | 49,211 | 0.05% | 0.03% | 26 | +219,974 | 81.67% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 482,256 | 48,500 | 0.07% | 0.07% | 27 | -67,820 | -12.33% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 470,729 | 47,341 | 0.06% | 0.05% | 28 | +125,054 | 36.18% | Q1 2026 | Apr 27, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 465,654 | 46,830 | 5.81% | 5.69% | 29 | +11,274 | 2.48% | Q1 2026 | May 04, 2026 |
| Family Manage LLC | History | Reduced | 447,062 | 44,960 | 5.39% | 5.67% | 30 | -35 | -0.01% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 445,082 | 44,762 | 0.05% | 0.04% | 31 | +39,559 | 9.76% | Q1 2026 | May 05, 2026 |
| Allianz Asset Management GmbH | History | Added to | 440,216 | 44,272 | 0.05% | 0.02% | 32 | +286,287 | 185.99% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 431,537 | 43,399 | 0.03% | 0.03% | 33 | +33,507 | 8.42% | Q1 2026 | May 07, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 347,406 | 34,938 | 5.97% | 5.58% | 34 | +19,609 | 5.98% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | New | 342,900 | 34,485 | 0.52% | — | 35 | +342,900 | New | Q1 2026 | May 08, 2026 |
| Destination Wealth Management | History | Added to | 332,676 | 33,457 | 0.87% | 0.83% | 36 | +15,071 | 4.75% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 332,589 | 33,448 | 0.38% | 0.19% | 37 | +167,327 | 101.25% | Q1 2026 | Apr 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 330,134 | 33,204 | 0.03% | 0.03% | 38 | +7,130 | 2.21% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 305,731 | 30,747 | 0.2% | 0.28% | 39 | -124,796 | -28.99% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 298,134 | 29,983 | 0.08% | 0.08% | 40 | -48,008 | -13.87% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 294,524 | 29,620 | 0.14% | 0.12% | 41 | +34,097 | 13.09% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Added to | 286,868 | 28,850 | 0.26% | 0.01% | 42 | +275,700 | 2468.66% | Q1 2026 | May 06, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 278,155 | 27,974 | 1.29% | 1.43% | 43 | -23,183 | -7.69% | Q1 2026 | May 14, 2026 |
| NOVEM GROUP | History | Added to | 277,440 | 27,902 | 3.2% | 1.32% | 44 | +163,120 | 142.69% | Q1 2026 | Apr 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 260,176 | 26,165 | 0.2% | 0.22% | 45 | -10,134 | -3.75% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 256,304 | 25,776 | 0.02% | 0.02% | 46 | +44,374 | 20.94% | Q1 2026 | May 12, 2026 |
| IBEX WEALTH ADVISORS | History | New | 255,083 | 25,653 | 2.39% | — | 47 | +255,083 | New | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 254,285 | 25,573 | 0.01% | 0.0% | 48 | +212,305 | 505.73% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Reduced | 248,898 | 25,031 | 2.25% | 2.28% | 49 | -6,872 | -2.69% | Q1 2026 | May 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 234,092 | 23,542 | 5.78% | 4.62% | 50 | +48,526 | 26.15% | Q1 2026 | Apr 22, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 220,551 | 22,180 | 8.33% | 8.92% | 51 | -3,474 | -1.55% | Q1 2026 | May 14, 2026 |
| Moment Partners, LLC | History | New | 217,830 | 21,907 | 3.91% | — | 52 | +217,830 | New | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 217,399 | 21,863 | 0.34% | 0.44% | 53 | -43 | -0.02% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 204,154 | 20,531 | 0.33% | 0.38% | 54 | +6,708 | 3.4% | Q1 2026 | May 18, 2026 |
| KWMG, LLC | History | Added to | 198,932 | 20,006 | 1.67% | 1.66% | 55 | +6,839 | 3.56% | Q1 2026 | Apr 09, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 196,010 | 19,712 | 13.14% | 4.66% | 56 | +129,421 | 194.36% | Q1 2026 | Apr 17, 2026 |
| CITIGROUP INC | History | Reduced | 192,531 | 19,362 | 0.01% | 0.01% | 57 | -21,100 | -9.88% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 188,750 | 18,982 | 0.0% | — | 58 | +188,750 | New | Q1 2026 | May 12, 2026 |
| Providence First Trust Co | History | Reduced | 187,631 | 18,870 | 6.63% | 6.65% | 59 | -3,889 | -2.03% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 186,316 | 18,737 | 0.01% | 0.01% | 60 | +70,399 | 60.73% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 184,207 | 18,525 | 0.93% | 0.98% | 61 | -3,288 | -1.75% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 175,892 | 17,689 | 0.78% | 0.82% | 62 | -6,121 | -3.36% | Q1 2026 | May 13, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 173,712 | 17,470 | 8.94% | 8.85% | 63 | +6,742 | 4.04% | Q1 2026 | May 01, 2026 |
| Delta Investment Management, LLC | History | Reduced | 170,521 | 17,149 | 3.07% | 4.12% | 64 | -65,954 | -27.89% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 170,459 | 17,143 | 1.31% | 1.27% | 65 | +2,813 | 1.68% | Q1 2026 | Apr 08, 2026 |
| Stokes Capital Advisors, LLC | History | Reduced | 163,062 | 16,399 | 3.68% | 4.55% | 66 | -35,559 | -17.9% | Q1 2026 | Apr 23, 2026 |
| BROWN ADVISORY INC | History | Added to | 159,797 | 16,070 | 0.03% | 0.02% | 67 | +17,121 | 12.0% | Q1 2026 | May 15, 2026 |
| Williams Financial, LLC | History | Reduced | 157,657 | 15,855 | 9.23% | 9.18% | 68 | -468 | -0.3% | Q1 2026 | Apr 24, 2026 |
| Addison Capital Co | History | Added to | 154,696 | 15,557 | 2.77% | 2.87% | 69 | +40,231 | 35.15% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 150,316 | 15,117 | 0.03% | 0.02% | 70 | +20,899 | 16.15% | Q1 2026 | May 01, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 149,406 | 15,025 | 6.74% | 6.57% | 71 | -3,445 | -2.25% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 149,075 | 15,002 | 0.09% | 0.09% | 72 | +2,450 | 1.67% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 147,464 | 14,830 | 0.02% | 0.03% | 73 | -80,960 | -35.44% | Q1 2026 | May 15, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 147,161 | 14,799 | 3.39% | 3.72% | 74 | -16,370 | -10.01% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 146,024 | 14,656 | 0.03% | 0.06% | 75 | -287,271 | -66.3% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 144,998 | 14,578 | 0.01% | 0.01% | 76 | +23,491 | 19.33% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 134,534 | 13,499 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 133,052 | 13,381 | 0.02% | 0.0% | 78 | +123,628 | 1311.84% | Q1 2026 | May 01, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 132,424 | 13,317 | 5.76% | 5.78% | 79 | -3,748 | -2.75% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 129,475 | 13,021 | 0.73% | 0.74% | 80 | -332 | -0.26% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 128,788 | 12,952 | 0.15% | 0.12% | 81 | +20,024 | 18.41% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 125,017 | 12,573 | 0.03% | 0.03% | 82 | -9,994 | -7.4% | Q1 2026 | Apr 22, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 124,603 | 12,531 | 2.21% | 2.03% | 83 | +13,002 | 11.65% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 122,055 | 12,275 | 0.13% | 0.08% | 84 | +50,674 | 70.99% | Q1 2026 | Apr 20, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 120,187 | 12,087 | 0.88% | 0.76% | 85 | +19,642 | 19.54% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 120,199 | 12,060 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 119,604 | 12,028 | 0.02% | 0.02% | 87 | -6,200 | -4.93% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 118,468 | 11,914 | 0.06% | 0.1% | 88 | -21,636 | -15.44% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 118,279 | 11,895 | 1.47% | 1.24% | 89 | +20,576 | 21.06% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 116,041 | 11,670 | 0.02% | 0.03% | 90 | -53,584 | -31.59% | Q1 2026 | May 15, 2026 |
| Elite Financial, Inc. | History | Added to | 113,270 | 11,391 | 5.11% | 4.77% | 91 | +9,011 | 8.64% | Q1 2026 | May 12, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 113,173 | 11,381 | 1.95% | 2.53% | 92 | -42,132 | -27.13% | Q1 2026 | Apr 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 109,196 | 10,981 | 1.19% | 0.85% | 93 | +31,817 | 41.12% | Q1 2026 | May 12, 2026 |
| NavPoint Financial, Inc. | History | Added to | 108,148 | 10,876 | 4.4% | 3.89% | 94 | +17,397 | 19.17% | Q1 2026 | Apr 24, 2026 |
| CacheTech Inc. | History | Added to | 107,249 | 10,786 | 2.08% | 0.98% | 95 | +54,422 | 103.02% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 106,320 | 10,688 | 0.28% | 0.34% | 96 | +27,313 | 34.57% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 105,880 | 10,648 | 0.23% | 0.23% | 97 | +3,623 | 3.54% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 105,733 | 10,633 | 0.47% | 0.49% | 98 | -44 | -0.04% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | Added to | 104,150 | 10,474 | 0.11% | 0.01% | 99 | +101,284 | 3533.98% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 100,267 | 10,083 | 0.05% | 0.06% | 100 | +115 | 0.11% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 97,682 | 9,823 | 0.38% | 0.36% | 101 | +1,267 | 1.31% | Q1 2026 | May 12, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 97,141 | 9,750 | 5.7% | 5.68% | 102 | +1,827 | 1.92% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Added to | 95,630 | 9,617 | 0.47% | 0.45% | 103 | +3,605 | 3.92% | Q1 2026 | May 05, 2026 |
| Balefire, LLC | History | Added to | 95,455 | 9,599 | 1.81% | 0.13% | 104 | +88,774 | 1328.75% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Added to | 93,587 | 9,412 | 0.29% | 0.26% | 105 | +5,704 | 6.49% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 93,302 | 9,383 | 0.68% | 0.39% | 106 | +37,816 | 68.15% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Reduced | 92,987 | 9,351 | 0.05% | 0.06% | 107 | -12,160 | -11.56% | Q1 2026 | May 15, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 92,043 | 9,256 | 3.99% | 3.65% | 108 | +9,158 | 11.05% | Q1 2026 | May 07, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 91,096 | 9,161 | 0.61% | 7.45% | 109 | -1,107,975 | -92.4% | Q1 2026 | May 14, 2026 |
| Koenig Investment Advisory, LLC | History | Reduced | 91,077 | 9,159 | 7.78% | 7.51% | 110 | -995 | -1.08% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 90,299 | 9,081 | 0.29% | 0.29% | 111 | +44 | 0.05% | Q1 2026 | Apr 08, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 90,000 | 9,051 | 3.69% | 1.92% | 112 | +50,000 | 125.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | New | 89,953 | 9,046 | 2.48% | — | 113 | +89,953 | New | Q1 2026 | May 13, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 88,629 | 8,913 | 3.26% | 3.47% | 114 | -8,921 | -9.15% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 88,396 | 8,890 | 0.49% | 0.31% | 115 | +35,207 | 66.19% | Q1 2026 | May 11, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 87,681 | 8,818 | 0.35% | 0.33% | 116 | +1,089 | 1.26% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 85,947 | 8,624 | 0.06% | 0.05% | 117 | +10,201 | 13.47% | Q1 2026 | May 15, 2026 |
| Center For Asset Management LLC | History | Added to | 85,667 | 8,615 | 4.28% | 4.46% | 118 | +721 | 0.85% | Q1 2026 | Apr 16, 2026 |
| Alexis Investment Partners, LLC | History | Reduced | 84,991 | 8,546 | 5.89% | 3.29% | 119 | -3,093 | -3.51% | Q1 2026 | Apr 24, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 84,822 | 8,530 | 1.0% | 0.71% | 120 | +23,792 | 38.98% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 84,646 | 8,512 | 0.03% | 0.02% | 121 | +26,268 | 45.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 83,249 | 8,382 | 0.01% | — | 122 | +83,249 | New | Q1 2026 | May 12, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 83,400 | 8,359 | 6.03% | 5.91% | 123 | +2,998 | 3.73% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 83,013 | 8,348 | 0.17% | 0.13% | 124 | +24,017 | 40.71% | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 82,984 | 8,345 | 0.31% | 0.32% | 125 | -1,696 | -2.0% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 82,513 | 8,298 | 0.01% | 0.01% | 126 | +25,833 | 45.58% | Q1 2026 | May 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 81,216 | 8,167 | 1.2% | 0.67% | 127 | +45,078 | 124.74% | Q1 2026 | Apr 27, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 79,703 | 8,015 | 1.53% | 1.43% | 128 | +4,521 | 6.01% | Q1 2026 | Apr 09, 2026 |
| Avion Wealth | History | Reduced | 79,227 | 7,967 | 1.65% | 1.73% | 129 | -2,905 | -3.54% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Added to | 79,293 | 7,940 | 0.04% | 0.03% | 130 | +29,774 | 60.13% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 78,777 | 7,922 | 0.01% | 0.01% | 131 | -4,305 | -5.18% | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 78,597 | 7,904 | 0.57% | 0.53% | 132 | +1,642 | 2.13% | Q1 2026 | Apr 10, 2026 |
| Heirloom Wealth Management | History | Added to | 76,911 | 7,734 | 1.39% | 1.78% | 133 | +15 | 0.02% | Q1 2026 | Apr 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 73,645 | 7,406 | 2.03% | — | 134 | +73,645 | New | Q1 2026 | May 11, 2026 |
| GatePass Capital, LLC | History | Reduced | 73,343 | 7,376 | 3.44% | 3.93% | 135 | -2,739 | -3.6% | Q1 2026 | May 06, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 72,004 | 7,241 | 1.75% | 2.37% | 136 | -21,308 | -22.84% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 71,221 | 7,162 | 0.2% | 0.01% | 137 | +69,216 | 3452.17% | Q1 2026 | May 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 71,033 | 7,143 | 0.29% | 0.29% | 138 | -371 | -0.52% | Q1 2026 | Apr 14, 2026 |
| Trek Financial, LLC | History | Added to | 69,670 | 7,006 | 0.37% | 0.23% | 139 | +29,590 | 73.83% | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 69,325 | 6,956 | 0.52% | 0.52% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 68,806 | 6,903 | 0.12% | 0.12% | 141 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Planned Solutions, Inc. | History | Added to | 68,569 | 6,895 | 2.26% | 2.17% | 142 | +1,024 | 1.52% | Q1 2026 | Apr 09, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 67,711 | 6,809 | 0.03% | 0.03% | 143 | -2,197 | -3.14% | Q1 2026 | May 13, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 67,050 | 6,743 | 1.05% | 1.0% | 144 | +5,427 | 8.81% | Q1 2026 | Apr 13, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 66,810 | 6,718 | 5.9% | 6.16% | 145 | +760 | 1.15% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 66,751 | 6,713 | 0.05% | 0.02% | 146 | +49,527 | 287.55% | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 66,412 | 6,679 | 2.5% | 2.58% | 147 | -4,505 | -6.35% | Q1 2026 | May 18, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 64,764 | 6,513 | 0.08% | 0.1% | 148 | -10,698 | -14.18% | Q1 2026 | May 15, 2026 |
| JMAC ENTERPRISES LLC | History | Reduced | 64,591 | 6,495 | 1.24% | 1.3% | 149 | -3,088 | -4.56% | Q1 2026 | May 01, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 64,165 | 6,453 | 1.67% | 1.63% | 150 | -1,749 | -2.65% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 64,152 | 6,451 | 0.15% | 0.13% | 151 | +10,464 | 19.49% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 63,460 | 6,382 | 0.13% | 0.12% | 152 | +5,509 | 9.51% | Q1 2026 | May 14, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 63,048 | 6,340 | 2.12% | 2.05% | 153 | +835 | 1.34% | Q1 2026 | Apr 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 62,172 | 6,252 | 0.18% | 0.08% | 154 | +30,340 | 95.31% | Q1 2026 | Apr 28, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 62,129 | 6,248 | 0.17% | 0.16% | 155 | +6,844 | 12.38% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 61,804 | 6,216 | 0.18% | 0.2% | 156 | -4,982 | -7.46% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | Reduced | 61,740 | 6,209 | 0.3% | 0.39% | 157 | -16,100 | -20.68% | Q1 2026 | May 04, 2026 |
| Oceanside Advisors LLC | History | Added to | 61,519 | 6,187 | 3.53% | 3.49% | 158 | +4,134 | 7.2% | Q1 2026 | Apr 28, 2026 |
| PFW Advisors LLC | History | Reduced | 61,077 | 6,142 | 1.93% | 2.28% | 159 | -14,084 | -18.74% | Q1 2026 | Apr 10, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 60,889 | 6,123 | 1.95% | 0.16% | 160 | +56,582 | 1313.72% | Q1 2026 | Apr 24, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 60,719 | 6,106 | 2.48% | 2.04% | 161 | +9,110 | 17.65% | Q1 2026 | Apr 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 60,403 | 6,074 | 0.01% | 0.01% | 162 | +12,000 | 24.79% | Q1 2026 | May 14, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 60,354 | 6,069 | 5.68% | 5.51% | 163 | -161 | -0.27% | Q1 2026 | May 08, 2026 |
| Price Capital Management, Inc. | History | New | 60,000 | 6,034 | 85.64% | — | 164 | +60,000 | New | Q1 2026 | May 05, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 59,726 | 6,006 | 1.47% | 1.33% | 165 | +6,088 | 11.35% | Q1 2026 | May 12, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | New | 59,113 | 5,944 | 2.94% | — | 166 | +59,113 | New | Q1 2026 | Apr 16, 2026 |
| TFR Capital, LLC. | History | Added to | 58,049 | 5,837 | 1.79% | 0.85% | 167 | +32,431 | 126.59% | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 57,386 | 5,771 | 0.07% | 0.03% | 168 | +31,314 | 120.11% | Q1 2026 | Apr 21, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 57,235 | 5,756 | 1.34% | 1.31% | 169 | +3,475 | 6.46% | Q1 2026 | Apr 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 56,805 | 5,712 | 0.22% | 0.23% | 170 | -6,155 | -9.78% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 56,474 | 5,679 | 0.09% | 0.12% | 171 | -14,659 | -20.61% | Q1 2026 | Apr 22, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 56,128 | 5,644 | 0.35% | 0.41% | 172 | -4,982 | -8.15% | Q1 2026 | Apr 28, 2026 |
| City Center Advisors, LLC | History | Reduced | 55,869 | 5,618 | 5.19% | 5.25% | 173 | -991 | -1.74% | Q1 2026 | Apr 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 54,999 | 5,531 | 0.03% | 0.03% | 174 | +7,616 | 16.07% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 54,916 | 5,522 | 0.15% | 0.12% | 175 | +11,216 | 25.67% | Q1 2026 | May 04, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 54,497 | 5,480 | 0.81% | 0.73% | 176 | +7,234 | 15.31% | Q1 2026 | Apr 16, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 54,432 | 5,474 | 0.41% | 0.44% | 177 | +382 | 0.71% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 54,510 | 5,471 | 0.06% | 0.06% | 178 | -2,599 | -4.55% | Q1 2026 | Apr 28, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 54,141 | 5,444 | 0.24% | 0.22% | 179 | +2,672 | 5.19% | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 53,916 | 5,420 | 0.37% | 0.4% | 180 | +7,385 | 15.87% | Q1 2026 | May 18, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 53,773 | 5,407 | 0.73% | 0.7% | 181 | +2,424 | 4.72% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 53,433 | 5,358 | 0.05% | 0.03% | 182 | +21,434 | 66.98% | Q1 2026 | Apr 07, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 53,141 | 5,344 | 0.05% | 0.05% | 183 | -637 | -1.18% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 52,494 | 5,279 | 0.04% | 0.05% | 184 | -3,842 | -6.82% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Reduced | 52,214 | 5,251 | 0.08% | 0.09% | 185 | -23 | -0.04% | Q1 2026 | Apr 27, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 51,761 | 5,205 | 2.62% | 2.42% | 186 | +4,266 | 8.98% | Q1 2026 | Apr 16, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 51,705 | 5,199 | 4.09% | 4.18% | 187 | -1,299 | -2.45% | Q1 2026 | Apr 20, 2026 |
| Capital Management Associates, Inc | History | Added to | 51,397 | 5,169 | 1.17% | 0.94% | 188 | +8,829 | 20.74% | Q1 2026 | Apr 22, 2026 |
| Stone Wealth Partners | History | Added to | 51,244 | 5,153 | 4.63% | 4.57% | 189 | +283 | 0.56% | Q1 2026 | May 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 51,140 | 5,143 | 0.29% | — | 190 | +51,140 | New | Q1 2026 | Apr 22, 2026 |
| ABLE Financial Group, LLC | History | Added to | 51,012 | 5,130 | 1.0% | 0.64% | 191 | +19,378 | 61.26% | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | New | 50,357 | 5,064 | 0.2% | — | 192 | +50,357 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 50,191 | 5,047 | 0.11% | 0.11% | 193 | +468 | 0.94% | Q1 2026 | May 15, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 49,649 | 4,993 | 3.71% | 2.08% | 194 | +22,038 | 79.82% | Q1 2026 | Apr 20, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 48,670 | 4,894 | 0.27% | 0.91% | 195 | -93,808 | -65.84% | Q1 2026 | Apr 29, 2026 |
| Jacobi Capital Management LLC | History | Added to | 48,524 | 4,880 | 0.27% | 0.14% | 196 | +24,418 | 101.29% | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 47,926 | 4,819 | 0.44% | 0.44% | 197 | +2,026 | 4.41% | Q1 2026 | May 06, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 47,621 | 4,782 | 3.07% | 3.17% | 198 | +2,391 | 5.29% | Q1 2026 | May 06, 2026 |
| SkyOak Wealth, LLC | History | Added to | 47,406 | 4,767 | 0.87% | 0.81% | 199 | +2,405 | 5.34% | Q1 2026 | Apr 30, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 46,948 | 4,721 | 1.41% | 1.34% | 200 | +2,326 | 5.21% | Q1 2026 | May 05, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 46,867 | 4,713 | 3.48% | 3.35% | 201 | -7,699 | -14.11% | Q1 2026 | May 08, 2026 |
| Values First Advisors, Inc. | History | Added to | 46,802 | 4,706 | 2.45% | 2.38% | 202 | +1,072 | 2.34% | Q1 2026 | Apr 17, 2026 |
| Curi Capital, LLC | History | Reduced | 46,502 | 4,676 | 0.08% | 0.1% | 203 | -10,074 | -17.81% | Q1 2026 | May 15, 2026 |
| CIM, LLC | History | Added to | 46,417 | 4,668 | 0.67% | 0.6% | 204 | +550 | 1.2% | Q1 2026 | May 18, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 45,358 | 4,561 | 0.22% | 0.24% | 205 | -5,021 | -9.97% | Q1 2026 | Apr 17, 2026 |
| Friedenthal Financial | History | Added to | 44,879 | 4,513 | 2.26% | 0.21% | 206 | +40,767 | 991.42% | Q1 2026 | Apr 20, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 44,618 | 4,487 | 0.83% | 0.78% | 207 | +3,194 | 7.71% | Q1 2026 | Apr 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 44,420 | 4,467 | 0.18% | 0.17% | 208 | +4,318 | 10.77% | Q1 2026 | May 12, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 43,783 | 4,403 | 2.23% | 2.32% | 209 | +662 | 1.54% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 43,078 | 4,332 | 0.1% | 0.09% | 210 | +4,277 | 11.02% | Q1 2026 | May 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 42,487 | 4,272 | 2.77% | 2.39% | 211 | +9,069 | 27.14% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Reduced | 42,208 | 4,244 | 0.23% | 0.2% | 212 | -2,511 | -5.62% | Q1 2026 | May 14, 2026 |
| Oxinas Partners, LLC | History | Added to | 41,833 | 4,207 | 1.92% | 1.31% | 213 | +14,713 | 54.25% | Q1 2026 | Apr 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 41,779 | 4,201 | 0.19% | 0.24% | 214 | -2,373 | -5.37% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 41,534 | 4,177 | 0.02% | 0.02% | 215 | +2,046 | 5.18% | Q1 2026 | Apr 30, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 41,385 | 4,161 | 0.64% | 0.76% | 216 | -5,688 | -12.08% | Q1 2026 | May 04, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 40,991 | 4,122 | 0.57% | 0.58% | 217 | +1,208 | 3.04% | Q1 2026 | Apr 16, 2026 |
| Flatrock Wealth Partners LLC | History | New | 39,155 | 3,937 | 1.77% | — | 218 | +39,155 | New | Q1 2026 | Apr 29, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 39,081 | 3,930 | 0.35% | 0.09% | 219 | +31,211 | 396.58% | Q1 2026 | May 12, 2026 |
| Wealth Advisors of Iowa, LLC | History | New | 38,595 | 3,881 | 1.2% | — | 220 | +38,595 | New | Q1 2026 | May 13, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 38,094 | 3,831 | 2.55% | 2.03% | 221 | +8,661 | 29.43% | Q1 2026 | Apr 09, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 37,660 | 3,787 | 1.56% | 1.42% | 222 | +1,510 | 4.18% | Q1 2026 | Apr 22, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 37,563 | 3,777 | 1.1% | 1.1% | 223 | -335 | -0.88% | Q1 2026 | Apr 10, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 37,501 | 3,771 | 0.48% | 0.5% | 224 | +1,259 | 3.47% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Reduced | 36,909 | 3,711 | 0.05% | 0.09% | 225 | -30,418 | -45.18% | Q1 2026 | May 12, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 36,728 | 3,693 | 2.39% | 2.36% | 226 | +120 | 0.33% | Q1 2026 | Apr 24, 2026 |
| STEPHENS INC /AR/ | History | Added to | 36,116 | 3,632 | 0.05% | 0.04% | 227 | +3,028 | 9.15% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 35,990 | 3,619 | 0.04% | 0.02% | 228 | +11,839 | 49.02% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 35,596 | 3,579 | 0.0% | 0.0% | 229 | -7,819 | -18.01% | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | Added to | 35,406 | 3,560 | 1.93% | 1.91% | 230 | +570 | 1.64% | Q1 2026 | May 01, 2026 |
| Norris Financial Group, LLC | History | Added to | 34,984 | 3,518 | 1.15% | 0.79% | 231 | +11,951 | 51.89% | Q1 2026 | May 20, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 34,924 | 3,512 | 0.35% | 0.03% | 232 | +32,307 | 1234.51% | Q1 2026 | May 14, 2026 |
| Adams Wealth Management | History | Reduced | 34,502 | 3,469 | 0.76% | 0.92% | 233 | -8,275 | -19.34% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 34,317 | 3,451 | 0.19% | 0.01% | 234 | +31,884 | 1310.48% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 34,396 | 3,449 | 0.06% | 0.05% | 235 | +8,309 | 31.85% | Q1 2026 | May 14, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 33,881 | 3,407 | 1.34% | 1.46% | 236 | -2,845 | -7.75% | Q1 2026 | May 04, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 33,780 | 3,397 | 0.08% | 0.07% | 237 | +858 | 2.61% | Q1 2026 | May 13, 2026 |
| WJ Interests, LLC | History | Reduced | 33,776 | 3,396 | 1.3% | 1.52% | 238 | -1,541 | -4.36% | Q1 2026 | Apr 20, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 33,476 | 3,366 | 2.48% | 2.43% | 239 | +441 | 1.33% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 33,344 | 3,353 | 1.23% | 1.12% | 240 | +2,493 | 8.08% | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 33,297 | 3,348 | 0.16% | 0.49% | 241 | -73,876 | -68.93% | Q1 2026 | Apr 29, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 33,172 | 3,333 | 0.2% | 0.25% | 242 | -4,241 | -11.34% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 32,962 | 3,316 | 0.03% | 0.02% | 243 | +2,676 | 8.84% | Q1 2026 | May 14, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 32,737 | 3,292 | 1.79% | 1.8% | 244 | +90 | 0.28% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 32,529 | 3,271 | 0.04% | 0.03% | 245 | +10,536 | 47.91% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 32,250 | 3,243 | 0.01% | 0.01% | 246 | -241 | -0.74% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 31,568 | 3,174 | 0.0% | 0.01% | 247 | -56,699 | -64.24% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 31,221 | 3,139 | 0.11% | 0.09% | 248 | +6,541 | 26.5% | Q1 2026 | May 13, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 31,041 | 3,121 | 0.73% | 0.84% | 249 | -5,144 | -14.22% | Q1 2026 | May 08, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 30,757 | 3,093 | 3.32% | — | 250 | +30,757 | New | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 30,685 | 3,085 | 2.47% | 2.31% | 251 | +3,815 | 14.2% | Q1 2026 | May 01, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 30,563 | 3,073 | 2.38% | 1.91% | 252 | +7,288 | 31.31% | Q1 2026 | Apr 07, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 29,655 | 2,982 | 0.04% | 0.03% | 253 | +2,850 | 10.63% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 29,434 | 2,960 | 0.55% | 0.58% | 254 | -1,231 | -4.01% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 29,367 | 2,953 | 0.18% | 0.07% | 255 | +17,767 | 153.16% | Q1 2026 | May 13, 2026 |
| TFB Advisors LLC | History | Reduced | 29,297 | 2,946 | 1.54% | 1.14% | 256 | -11,280 | -27.8% | Q1 2026 | Apr 20, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 29,036 | 2,920 | 0.57% | 0.19% | 257 | +19,803 | 214.48% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 28,907 | 2,907 | 0.0% | 0.01% | 258 | -11,384 | -28.25% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 28,894 | 2,906 | 0.33% | 0.34% | 259 | -824 | -2.77% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 28,778 | 2,885 | 0.01% | 0.04% | 260 | -41,457 | -59.03% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 28,591 | 2,875 | 0.22% | 0.16% | 261 | +2,074 | 7.82% | Q1 2026 | May 20, 2026 |
| Sage Capital Management, LLC | History | Reduced | 28,377 | 2,854 | 1.34% | 1.43% | 262 | -2,448 | -7.94% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Reduced | 28,245 | 2,840 | 0.13% | 0.14% | 263 | -2,890 | -9.28% | Q1 2026 | Apr 30, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 27,337 | 2,749 | 0.81% | 0.78% | 264 | +1,555 | 6.03% | Q1 2026 | Apr 16, 2026 |
| Compass Financial Group, Inc. | History | Added to | 27,291 | 2,744 | 1.24% | 1.19% | 265 | +373 | 1.39% | Q1 2026 | May 05, 2026 |
| Essential Planning, LLC. | History | Added to | 27,237 | 2,739 | 0.87% | 0.61% | 266 | +8,069 | 42.1% | Q1 2026 | Apr 22, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 27,140 | 2,729 | 1.35% | 1.38% | 267 | -303 | -1.1% | Q1 2026 | Apr 23, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 26,658 | 2,680 | 0.08% | 0.08% | 268 | -1,385 | -4.94% | Q1 2026 | May 12, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 26,380 | 2,653 | 1.66% | — | 269 | +26,380 | New | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | Added to | 26,320 | 2,647 | 0.03% | 0.01% | 270 | +17,317 | 192.35% | Q1 2026 | May 15, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 26,160 | 2,630 | 2.04% | 2.31% | 271 | -3,481 | -11.74% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 26,130 | 2,627 | 0.08% | 0.04% | 272 | +4,205 | 19.18% | Q1 2026 | Apr 29, 2026 |
| Towneley Capital Management, Inc / DE | History | New | 26,068 | 2,621 | 0.55% | — | 273 | +26,068 | New | Q1 2026 | Apr 21, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 25,920 | 2,609 | 0.44% | 0.49% | 274 | -1,294 | -4.75% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 25,928 | 2,607 | 0.02% | 0.02% | 275 | -315 | -1.2% | Q1 2026 | May 05, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 25,610 | 2,575 | 0.2% | 0.19% | 276 | +1,954 | 8.26% | Q1 2026 | May 07, 2026 |
| Net Worth Advisory Group | History | Reduced | 25,354 | 2,549 | 0.53% | 0.63% | 277 | -5,620 | -18.14% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 25,028 | 2,517 | 0.02% | — | 278 | +25,028 | New | Q1 2026 | May 01, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 25,025 | 2,516 | 0.79% | 0.09% | 279 | +22,309 | 821.39% | Q1 2026 | Apr 15, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 24,724 | 2,486 | 1.68% | 1.41% | 280 | +4,749 | 23.77% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 24,692 | 2,484 | 0.01% | 0.01% | 281 | -2,017 | -7.55% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 24,618 | 2,475 | 0.05% | 0.02% | 282 | +12,023 | 95.46% | Q1 2026 | Apr 17, 2026 |
| PAX Financial Group, LLC | History | Added to | 24,173 | 2,431 | 0.41% | 0.39% | 283 | +1,713 | 7.63% | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 23,980 | 2,411 | 0.13% | 0.14% | 284 | -2,996 | -11.11% | Q1 2026 | May 14, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 23,579 | 2,371 | 1.65% | 1.66% | 285 | -597 | -2.47% | Q1 2026 | May 08, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 23,450 | 2,358 | 1.49% | 2.47% | 286 | -15,137 | -39.23% | Q1 2026 | Apr 20, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 23,041 | 2,317 | 0.24% | 0.19% | 287 | +5,257 | 29.56% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 23,090 | 2,315 | 0.12% | 0.08% | 288 | +6,585 | 39.9% | Q1 2026 | May 12, 2026 |
| Somerset Group LLC | History | Added to | 22,906 | 2,302 | 1.71% | 1.61% | 289 | +1,660 | 7.81% | Q1 2026 | May 13, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 22,850 | 2,297 | 0.34% | 0.27% | 290 | +5,257 | 29.88% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 22,165 | 2,229 | 0.08% | 0.04% | 291 | -6,059 | -21.47% | Q1 2026 | Apr 23, 2026 |
| Ruggaard & Associates LLC | History | No change | 21,862 | 2,193 | 0.86% | 0.86% | 292 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| PFG Investments, LLC | History | Added to | 21,789 | 2,191 | 0.1% | 0.07% | 293 | +6,613 | 43.58% | Q1 2026 | Apr 27, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 21,765 | 2,188 | 0.43% | 0.42% | 294 | +289 | 1.35% | Q1 2026 | Apr 30, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 21,419 | 2,154 | 0.13% | 0.11% | 295 | +3,558 | 19.92% | Q1 2026 | May 12, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 21,335 | 2,145 | 0.58% | 0.6% | 296 | -9 | -0.04% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | Added to | 21,264 | 2,138 | 0.23% | 0.3% | 297 | +3,347 | 18.68% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,244 | 2,136 | 0.03% | 0.03% | 298 | -1,494 | -6.57% | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 21,161 | 2,128 | 0.05% | 0.03% | 299 | +8,225 | 63.58% | Q1 2026 | Apr 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 21,087 | 2,120 | 0.04% | 0.04% | 300 | +3,557 | 20.29% | Q1 2026 | Apr 15, 2026 |