New York Life Investments ETF Trust - MMIT
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | History | Added to | 6,575,324 | 158,498 | 3.41% | 3.4% | 1 | +249,583 | 3.95% | Q1 2026 | Apr 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,215,015 | 149,812 | 0.01% | 0.01% | 2 | +471,765 | 8.21% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,844,590 | 92,673 | 0.01% | 0.0% | 3 | +1,059,088 | 38.02% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 2,944,732 | 70,982 | 2.97% | 2.36% | 4 | +683,938 | 30.25% | Q1 2026 | May 07, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 2,579,517 | 62,179 | 6.86% | 6.65% | 5 | +153,128 | 6.31% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 2,188,883 | 52,763 | 0.01% | 0.01% | 6 | +142,223 | 6.95% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,118,466 | 51,065 | 0.02% | 0.01% | 7 | +219,387 | 11.55% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 2,079,567 | 50,127 | 0.01% | 0.01% | 8 | +382,223 | 22.52% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 2,053,468 | 49,498 | 0.05% | 0.05% | 9 | +107,132 | 5.5% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 1,905,068 | 45,921 | 5.13% | 5.18% | 10 | +66,876 | 3.64% | Q1 2026 | Apr 29, 2026 |
| Midwest Trust Co | History | Reduced | 1,261,255 | 30,402 | 0.38% | 0.39% | 11 | -16,572 | -1.3% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Reduced | 1,212,109 | 29,217 | 0.03% | 0.04% | 12 | -10,717 | -0.88% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 891,945 | 21,500 | 0.01% | 0.01% | 13 | +116,467 | 15.02% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 712,696 | 17,180 | 0.0% | 0.0% | 14 | +137,591 | 23.92% | Q1 2026 | May 15, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 699,548 | 16,862 | 2.45% | 0.16% | 15 | +655,819 | 1499.73% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 598,097 | 14,417 | 0.12% | 0.09% | 16 | +99,804 | 20.03% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 582,715 | 14,046 | 0.53% | 0.5% | 17 | -44,030 | -7.03% | Q1 2026 | Apr 21, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 557,697 | 13,443 | 2.07% | 2.02% | 18 | +46,343 | 9.06% | Q1 2026 | May 07, 2026 |
| TruWealth Advisors, LLC | History | Added to | 534,964 | 12,895 | 0.62% | 0.62% | 19 | +16,762 | 3.23% | Q1 2026 | Apr 09, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 506,262 | 12,203 | 1.02% | 0.98% | 20 | +10,464 | 2.11% | Q1 2026 | May 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 503,000 | 12,124 | 0.18% | 0.16% | 21 | +39,101 | 8.43% | Q1 2026 | May 05, 2026 |
| CFO4Life Group, LLC | History | Added to | 498,899 | 12,025 | 1.83% | 1.65% | 22 | +22,020 | 4.62% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 445,536 | 10,739 | 0.29% | 0.29% | 23 | -9,707 | -2.13% | Q1 2026 | Apr 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 434,550 | 10,475 | 0.19% | 0.2% | 24 | +11,953 | 2.83% | Q1 2026 | May 11, 2026 |
| Hudock, Inc. | History | Added to | 412,549 | 9,944 | 1.46% | 1.22% | 25 | +72,027 | 21.15% | Q1 2026 | May 13, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 410,043 | 9,884 | 3.92% | 3.6% | 26 | +11,915 | 2.99% | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | Added to | 406,157 | 9,820 | 0.13% | 0.13% | 27 | +39,561 | 10.79% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 379,865 | 9,156 | 0.67% | 0.69% | 28 | +647 | 0.17% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 371,510 | 8,955 | 0.01% | 0.01% | 29 | +31,745 | 9.34% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 356,185 | 8,585 | 0.01% | 0.01% | 30 | +15,220 | 4.46% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 353,375 | 8,518 | 0.27% | 0.27% | 31 | +7,302 | 2.11% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 302,466 | 7,290 | 0.01% | 0.01% | 32 | -7,486 | -2.42% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 286,239 | 6,895 | 0.0% | 0.0% | 33 | +181,609 | 173.57% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 276,022 | 6,715 | 0.5% | 0.5% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 273,476 | 6,592 | 0.0% | 0.0% | 35 | +4,547 | 1.69% | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | New | 270,300 | 6,515 | 2.03% | — | 36 | +270,300 | New | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 265,827 | 6,407 | 0.03% | 0.03% | 37 | +54,226 | 25.63% | Q1 2026 | May 05, 2026 |
| Elyxium Wealth, LLC | History | Added to | 256,868 | 6,191 | 1.99% | 1.53% | 38 | +29,624 | 13.04% | Q1 2026 | May 06, 2026 |
| GGM Financial LLC | History | Added to | 248,098 | 5,980 | 2.75% | 2.53% | 39 | +33,967 | 15.86% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | New | 242,530 | 5,846 | 0.17% | — | 40 | +242,530 | New | Q1 2026 | Apr 09, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 241,710 | 5,843 | 1.15% | 1.0% | 41 | +27,258 | 12.71% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 233,687 | 5,655 | 0.01% | 0.01% | 42 | +16,378 | 7.54% | Q1 2026 | Apr 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 206,375 | 4,979 | 0.0% | 0.0% | 43 | +62,228 | 43.17% | Q1 2026 | May 13, 2026 |
| Clear Trail Advisors, LLC | History | New | 198,526 | 4,785 | 0.8% | — | 44 | +198,526 | New | Q1 2026 | Apr 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 192,888 | 4,649 | 0.12% | 0.09% | 45 | +54,216 | 39.1% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 189,055 | 4,557 | 0.05% | — | 46 | +189,055 | New | Q1 2026 | May 13, 2026 |
| 46 Peaks LLC | History | Added to | 183,500 | 4,423 | 3.22% | 3.27% | 47 | +1,018 | 0.56% | Q1 2026 | May 01, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 174,972 | 4,217 | 0.72% | 0.76% | 48 | -3,502 | -1.96% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 174,242 | 4,200 | 0.01% | 0.01% | 49 | +1,877 | 1.09% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 171,325 | 4,129 | 0.01% | 0.01% | 50 | -5,712 | -3.23% | Q1 2026 | Apr 27, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 168,469 | 4,060 | 0.11% | 0.12% | 51 | -3,030 | -1.77% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 167,341 | 4,033 | 0.0% | 0.0% | 52 | +145,479 | 665.44% | Q1 2026 | May 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 164,809 | 3,972 | 2.09% | 2.07% | 53 | +2,365 | 1.46% | Q1 2026 | Apr 22, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 158,460 | 3,819 | 0.75% | 0.7% | 54 | +8,362 | 5.57% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 141,443 | 3,409 | 0.18% | 0.16% | 55 | +19,268 | 15.77% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 115,546 | 2,785 | 0.01% | 0.0% | 56 | +93,988 | 435.98% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 112,812 | 2,719 | 0.01% | 0.01% | 57 | -1,834 | -1.6% | Q1 2026 | May 04, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 103,010 | 2,483 | 0.45% | 0.42% | 58 | +5,558 | 5.7% | Q1 2026 | Apr 30, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 96,580 | 2,328 | 0.93% | 0.59% | 59 | +34,876 | 56.52% | Q1 2026 | Apr 28, 2026 |
| Clark Wealth Partners | History | Added to | 95,304 | 2,304 | 1.55% | 1.4% | 60 | +878 | 0.93% | Q1 2026 | May 11, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 89,649 | 2,160 | 0.58% | 0.6% | 61 | +25,436 | 39.61% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 88,994 | 2,145 | 0.01% | 0.01% | 62 | +8,996 | 11.25% | Q1 2026 | Apr 24, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 82,612 | 1,991 | 0.15% | 0.07% | 63 | +46,564 | 129.17% | Q1 2026 | Apr 30, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 80,785 | 1,953 | 0.05% | 0.05% | 64 | -1,303 | -1.59% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 79,857 | 1,924 | 0.21% | 0.2% | 65 | +649 | 0.82% | Q1 2026 | Apr 28, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 77,680 | 1,872 | 0.76% | 0.71% | 66 | +3,616 | 4.88% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Reduced | 73,930 | 1,782 | 0.0% | 0.0% | 67 | -865 | -1.16% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 67,918 | 1,648 | 0.04% | 0.05% | 68 | +17,039 | 33.49% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 66,397 | 1,600 | 0.05% | 0.05% | 69 | +5,938 | 9.82% | Q1 2026 | Apr 22, 2026 |
| Kuhn & Co Investment Counsel | History | Reduced | 65,843 | 1,587 | 1.02% | 1.08% | 70 | -1,006 | -1.5% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 64,675 | 1,559 | 0.05% | — | 71 | +64,675 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 63,625 | 1,537 | 0.01% | 0.02% | 72 | +4,092 | 6.87% | Q1 2026 | Apr 07, 2026 |
| Janney Capital Management LLC | History | No change | 58,924 | 1,434 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 51,557 | 1,243 | 0.01% | 0.01% | 74 | -1,746 | -3.28% | Q1 2026 | Apr 07, 2026 |
| IHT Wealth Management, LLC | History | Added to | 50,744 | 1,223 | 0.03% | 0.02% | 75 | +14,800 | 41.18% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 50,183 | 1,209 | 0.06% | 0.07% | 76 | -7,531 | -13.05% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 48,633 | 1,172 | 0.0% | 0.0% | 77 | +25,713 | 112.19% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 47,403 | 1,142 | 0.02% | 0.01% | 78 | +31,981 | 207.37% | Q1 2026 | May 15, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 46,947 | 1,131 | 0.24% | 0.33% | 79 | -15,844 | -25.23% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 45,578 | 1,098 | 0.0% | — | 80 | +45,578 | New | Q1 2026 | May 01, 2026 |
| Dakota Wealth Management | History | Added to | 45,254 | 1,090 | 0.02% | 0.02% | 81 | +9,714 | 27.33% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 44,230 | 1,066 | 0.01% | 0.0% | 82 | +6,066 | 15.89% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 43,894 | 1,058 | 0.0% | 0.0% | 83 | -10,039 | -18.61% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | New | 43,712 | 1,053 | 0.01% | — | 84 | +43,712 | New | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 42,455 | 1,032 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Opes Wealth Management LLC | History | Added to | 42,535 | 1,025 | 0.17% | 0.16% | 86 | +1,835 | 4.51% | Q1 2026 | Apr 28, 2026 |
| PKS Advisory Services, LLC | History | Added to | 41,839 | 1,008 | 0.23% | 0.21% | 87 | +4,726 | 12.73% | Q1 2026 | May 13, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 40,726 | 981 | 0.21% | 0.26% | 88 | -5,170 | -11.26% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 40,103 | 966 | 0.01% | 0.01% | 89 | +869 | 2.21% | Q1 2026 | Apr 28, 2026 |
| Narus Financial Partners, LLC | History | No change | 40,038 | 965 | 0.25% | 0.27% | 90 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 39,077 | 941 | 0.17% | 0.2% | 91 | -3,535 | -8.3% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | No change | 32,482 | 782 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 30,413 | 733 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 29,590 | 713 | 0.19% | 0.18% | 94 | +3,208 | 12.16% | Q1 2026 | May 05, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 28,969 | 703 | 0.12% | 0.12% | 95 | +784 | 2.78% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 28,892 | 696 | 0.01% | 0.01% | 96 | +4,433 | 18.12% | Q1 2026 | Apr 27, 2026 |
| SWMG, LLC | History | Reduced | 27,995 | 674 | 0.19% | 0.2% | 97 | -881 | -3.05% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 26,731 | 644 | 0.0% | 0.0% | 98 | -39,416 | -59.59% | Q1 2026 | May 12, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 25,201 | 607 | 0.92% | 0.87% | 99 | +832 | 3.41% | Q1 2026 | Apr 30, 2026 |
| BCS Wealth Management | History | Reduced | 24,871 | 599 | 0.12% | 0.12% | 100 | -23,493 | -48.58% | Q1 2026 | Apr 17, 2026 |
| NewSquare Capital LLC | History | Added to | 23,413 | 564 | 0.05% | 0.05% | 101 | +940 | 4.18% | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | New | 22,693 | 547 | 0.02% | — | 102 | +22,693 | New | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 22,208 | 535 | 0.02% | — | 103 | +22,208 | New | Q1 2026 | May 14, 2026 |
| Sunpointe, LLC | History | Added to | 20,799 | 501 | 0.16% | 0.17% | 104 | +293 | 1.43% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Reduced | 20,546 | 495 | 0.01% | 0.01% | 105 | -324 | -1.55% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 20,230 | 487 | 0.0% | — | 106 | +20,230 | New | Q1 2026 | May 15, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 19,970 | 481 | 0.48% | 0.4% | 107 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SAXON INTERESTS, INC. | History | No change | 18,407 | 443 | 0.15% | 0.16% | 108 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 18,154 | 438 | 0.0% | — | 109 | +18,154 | New | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 17,679 | 426 | 0.0% | 0.0% | 110 | -136 | -0.76% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | New | 16,972 | 409 | 0.03% | — | 112 | +16,972 | New | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 17,000 | 409 | 0.0% | 0.0% | 111 | +5,000 | 41.67% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 16,518 | 398 | 0.07% | 0.09% | 113 | -8,259 | -33.33% | Q1 2026 | May 11, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 16,200 | 395 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 16,136 | 388 | 0.01% | 0.01% | 115 | -1,584 | -8.94% | Q1 2026 | May 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 16,059 | 387 | 0.03% | 0.04% | 116 | -1,243 | -7.18% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 15,773 | 380 | 0.01% | — | 117 | +15,773 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,297 | 345 | 0.0% | 0.0% | 118 | +5,065 | 54.86% | Q1 2026 | Apr 30, 2026 |
| Friday Financial | History | No change | 14,083 | 339 | 0.12% | 0.12% | 119 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 13,913 | 335 | 0.01% | 0.01% | 120 | -71 | -0.51% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,740 | 331 | 0.0% | 0.0% | 121 | +5,723 | 71.39% | Q1 2026 | Apr 30, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 13,368 | 322 | 0.01% | 0.01% | 122 | -647 | -4.62% | Q1 2026 | May 15, 2026 |
| Bill Few Associates, Inc. | History | No change | 13,132 | 316 | 0.08% | 0.08% | 123 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,328 | 297 | 0.01% | 0.01% | 124 | +107 | 0.88% | Q1 2026 | May 13, 2026 |
| Vertex Planning Partners, LLC | History | No change | 11,685 | 281 | 0.05% | 0.07% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Added to | 11,383 | 276 | 0.03% | 0.04% | 126 | +3 | 0.03% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,008 | 265 | 0.0% | 0.0% | 127 | +52 | 0.47% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,806 | 260 | 0.0% | 0.0% | 128 | -177 | -1.61% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 10,704 | 258 | 0.0% | — | 129 | +10,704 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 10,359 | 249 | 0.0% | 0.0% | 130 | +220 | 2.17% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 10,280 | 247 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | New | 10,187 | 245 | 0.01% | — | 132 | +10,187 | New | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 9,744 | 234 | 0.0% | — | 133 | +9,744 | New | Q1 2026 | May 08, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 9,616 | 231 | 0.12% | 0.18% | 134 | -4,083 | -29.81% | Q1 2026 | May 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 9,541 | 229 | 0.0% | — | 135 | +9,541 | New | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 9,400 | 226 | 0.01% | — | 136 | +9,400 | New | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | No change | 9,000 | 216 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Alpha Financial Partners LLC | History | Reduced | 8,876 | 213 | 0.13% | 0.17% | 138 | -2,730 | -23.52% | Q1 2026 | May 13, 2026 |
| MATAURO, LLC | History | New | 8,782 | 211 | 0.03% | — | 139 | +8,782 | New | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 8,607 | 207 | 0.01% | 0.01% | 140 | +21 | 0.24% | Q1 2026 | Apr 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,548 | 206 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 7,463 | 179 | 0.01% | — | 142 | +7,463 | New | Q1 2026 | May 19, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 6,735 | 162 | 0.05% | — | 143 | +6,735 | New | Q1 2026 | Apr 22, 2026 |
| United Community Bank | History | No change | 5,375 | 129 | 0.04% | 0.05% | 144 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,060 | 122 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 5,049 | 121 | 0.15% | 0.15% | 147 | -394 | -7.24% | Q1 2026 | Apr 22, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 4,985 | 121 | 0.42% | 0.42% | 146 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TSFG, LLC | History | Added to | 4,668 | 113 | 0.02% | 0.02% | 148 | +4 | 0.09% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Reduced | 4,377 | 105 | 0.0% | 0.0% | 149 | -504 | -10.33% | Q1 2026 | May 06, 2026 |
| Peck Wealth Management, LLC | History | No change | 3,700 | 89 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | No change | 3,400 | 81 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 2,923 | 70 | 0.0% | 0.0% | 152 | +1,870 | 177.59% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,653 | 63 | 0.03% | 0.03% | 153 | +264 | 11.05% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,322 | 55 | 0.0% | 0.0% | 154 | +1,524 | 190.98% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | No change | 2,170 | 52 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,615 | 38 | 0.0% | 0.0% | 156 | -15,677 | -90.66% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,560 | 37 | 0.0% | 0.0% | 157 | -3,164 | -66.98% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,112 | 27 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 1,130 | 27 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 915 | 22 | 0.0% | 0.0% | 160 | -5,739 | -86.25% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 889 | 21 | 0.0% | — | 161 | +889 | New | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 724 | 17 | 0.0% | — | 162 | +724 | New | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | New | 489 | 11 | 0.0% | — | 164 | +489 | New | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 458 | 11 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 9,418 | 9 | 0.0% | 0.0% | 165 | +82 | 0.88% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 204 | 4 | 0.0% | 0.0% | 167 | +22 | 12.09% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 179 | 4 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.24% | — | -134,234 | -100.0% | Q1 2026 | May 11, 2026 |
| Diversified Portfolios, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -74,424 | -100.0% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,950 | -100.0% | Q1 2026 | May 15, 2026 |
| Kennebec Savings Bank | History | Closed out | 0 | 0 | — | 0.93% | — | -44,053 | -100.0% | Q1 2026 | Apr 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -43,206 | -100.0% | Q1 2026 | Apr 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -17,837 | -100.0% | Q1 2026 | Apr 23, 2026 |
| New Hampshire Trust | History | Closed out | 0 | 0 | — | 0.08% | — | -17,467 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,488 | -100.0% | Q1 2026 | May 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -404 | -100.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q1 2026 | May 12, 2026 |