VanEck ETF Trust - MOAT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 6,036,864 | 583,765 | 0.04% | 0.04% | 1 | -377,677 | -5.89% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 5,830,311 | 563,791 | 0.15% | 0.19% | 2 | -753,346 | -11.44% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,732,552 | 554,337 | 0.04% | 0.05% | 3 | -310,846 | -5.14% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,683,485 | 259,492 | 0.08% | 0.1% | 4 | -352,025 | -11.6% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 2,675,294 | 258,703 | 4.19% | 4.22% | 5 | +690,768 | 34.81% | Q1 2026 | Apr 21, 2026 |
| Boulay Financial Advisors, LLC | History | Added to | 2,220,212 | 214,694 | 24.64% | 25.97% | 6 | +87,513 | 4.1% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,103,656 | 203,423 | 0.04% | 0.04% | 7 | -188,764 | -8.23% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,378,573 | 129,985 | 0.06% | 0.08% | 8 | +139,689 | 11.28% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,343,881 | 129,953 | 0.18% | 0.19% | 9 | -25,300 | -1.85% | Q1 2026 | Apr 27, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 1,107,967 | 114,720 | 11.85% | 11.85% | 10 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,157,966 | 111,975 | 0.12% | 0.13% | 11 | -13,413 | -1.15% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 938,460 | 90,749 | 0.01% | 0.02% | 12 | -168,026 | -15.19% | Q1 2026 | May 05, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 866,012 | 83,743 | 8.87% | 10.23% | 13 | -25,297 | -2.84% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 833,825 | 80,630 | 0.01% | 0.01% | 14 | +81,552 | 10.84% | Q1 2026 | May 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 743,411 | 71,887 | 2.89% | 2.97% | 15 | -17,115 | -2.25% | Q1 2026 | May 04, 2026 |
| SFMG, LLC | History | Added to | 672,286 | 65,010 | 4.4% | 4.45% | 16 | +31,472 | 4.91% | Q1 2026 | May 12, 2026 |
| Verde Capital Management | History | Added to | 658,249 | 63,652 | 13.61% | 13.83% | 17 | +31,931 | 5.1% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 656,051 | 63,440 | 0.16% | 0.19% | 18 | -32,339 | -4.7% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 638,646 | 61,776 | 0.09% | 0.09% | 19 | +55,345 | 9.49% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 624,885 | 60,426 | 0.16% | 0.18% | 20 | -21,673 | -3.35% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 611,351 | 59,129 | 0.36% | 0.37% | 21 | +14,955 | 2.51% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 603,026 | 58,376 | 0.01% | 0.02% | 22 | -328,481 | -35.26% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 574,221 | 55,527 | 0.06% | 0.07% | 23 | -4,257 | -0.74% | Q1 2026 | May 05, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 561,025 | 54,251 | 7.78% | 8.22% | 24 | +5,005 | 0.9% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 552,588 | 53,435 | 0.01% | 0.02% | 25 | +59,575 | 12.08% | Q1 2026 | May 04, 2026 |
| Apriem Advisors | History | Added to | 542,530 | 52,462 | 5.01% | 4.88% | 26 | +29,289 | 5.71% | Q1 2026 | May 14, 2026 |
| Leelyn Smith, LLC | History | Added to | 511,612 | 49,472 | 6.94% | 7.36% | 27 | +20,186 | 4.11% | Q1 2026 | Apr 27, 2026 |
| Harbor Group, Inc. | History | Added to | 484,623 | 46,863 | 6.77% | 7.31% | 28 | +12,737 | 2.7% | Q1 2026 | Apr 10, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 482,403 | 46,648 | 7.06% | 7.44% | 29 | +6,747 | 1.42% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 471,314 | 46,594 | 7.14% | 7.92% | 30 | -12,413 | -2.57% | Q1 2026 | Apr 16, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 479,270 | 46,344 | 5.02% | 5.21% | 31 | -86,287 | -15.26% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 452,163 | 43,724 | 0.03% | 0.03% | 32 | -64,530 | -12.49% | Q1 2026 | May 07, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 405,471 | 39,209 | 7.82% | 8.55% | 33 | +9,817 | 2.48% | Q1 2026 | Apr 09, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 404,482 | 39,113 | 9.51% | 9.98% | 34 | +4,789 | 1.2% | Q1 2026 | May 12, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 393,572 | 38,058 | 16.69% | 17.38% | 35 | -40,840 | -9.4% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | Added to | 391,354 | 37,843 | 0.81% | 0.76% | 36 | +36,186 | 10.19% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | Added to | 386,988 | 37,421 | 5.21% | 5.6% | 37 | +4,925 | 1.29% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 379,060 | 36,655 | 0.17% | 0.19% | 38 | -16,265 | -4.11% | Q1 2026 | Apr 24, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 363,545 | 35,154 | 0.44% | 0.48% | 39 | -11,853 | -3.16% | Q1 2026 | Apr 28, 2026 |
| JNBA Financial Advisors | History | Reduced | 358,066 | 34,625 | 2.88% | 3.39% | 40 | -16,538 | -4.41% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Added to | 351,201 | 33,961 | 0.05% | 0.05% | 41 | +10,441 | 3.06% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 323,188 | 31,252 | 0.03% | 0.05% | 42 | -181,404 | -35.95% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 322,809 | 31,215 | 0.05% | 0.11% | 43 | -343,025 | -51.52% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 318,628 | 30,811 | 0.3% | 0.47% | 44 | -147,991 | -31.72% | Q1 2026 | May 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 302,917 | 29,291 | 4.73% | 5.3% | 45 | +6,944 | 2.35% | Q1 2026 | Apr 29, 2026 |
| Planned Solutions, Inc. | History | Reduced | 291,485 | 28,186 | 9.22% | 9.69% | 46 | -254 | -0.09% | Q1 2026 | Apr 09, 2026 |
| ASSETMARK, INC | History | Added to | 285,066 | 27,565 | 0.06% | 0.06% | 47 | +5,561 | 1.99% | Q1 2026 | May 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 279,722 | 27,049 | 0.89% | 1.0% | 48 | -16,400 | -5.54% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 278,667 | 26,947 | 0.03% | 0.02% | 49 | +107,831 | 63.12% | Q1 2026 | May 13, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 274,353 | 26,529 | 8.88% | 9.92% | 50 | -12,857 | -4.48% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 284,664 | 26,200 | 0.05% | 0.05% | 51 | -70,747 | -19.91% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Reduced | 270,078 | 26,116 | 0.3% | 0.33% | 52 | -8,967 | -3.21% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 265,625 | 25,685 | 0.28% | 0.3% | 53 | +10,782 | 4.23% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 253,091 | 24,473 | 0.57% | 0.66% | 54 | -8,547 | -3.27% | Q1 2026 | May 04, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 248,065 | 23,987 | 4.57% | 4.96% | 55 | -4,467 | -1.77% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 246,468 | 23,833 | 0.19% | 0.01% | 56 | +241,761 | 5136.2% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 235,842 | 22,805 | 0.04% | 0.04% | 57 | +5,798 | 2.52% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 234,293 | 22,656 | 0.0% | 0.0% | 58 | +27,011 | 13.03% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 232,406 | 22,473 | 0.02% | 0.02% | 59 | +17,805 | 8.3% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 220,334 | 21,866 | 0.14% | 0.05% | 60 | +143,750 | 187.7% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 219,384 | 21,214 | 0.41% | 0.43% | 61 | +5,603 | 2.62% | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | Added to | 215,439 | 20,832 | 0.27% | 0.32% | 62 | +3,403 | 1.6% | Q1 2026 | May 15, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 215,158 | 20,805 | 2.13% | 2.1% | 63 | +2,544 | 1.2% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 213,756 | 20,670 | 0.11% | 0.12% | 64 | +2,564 | 1.21% | Q1 2026 | May 08, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 206,304 | 19,949 | 10.39% | 11.36% | 65 | +6,211 | 3.1% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 205,801 | 19,901 | 0.32% | 0.35% | 66 | +2,308 | 1.13% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 205,555 | 19,877 | 0.88% | 0.99% | 67 | -6,341 | -2.99% | Q1 2026 | May 13, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 203,944 | 19,721 | 2.09% | 2.07% | 68 | +8,351 | 4.27% | Q1 2026 | Apr 28, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 203,930 | 19,720 | 1.44% | 1.59% | 69 | -3,847 | -1.85% | Q1 2026 | May 05, 2026 |
| Activest Wealth Management | History | Reduced | 199,112 | 19,254 | 3.38% | 4.56% | 70 | -36,531 | -15.5% | Q1 2026 | Apr 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 196,364 | 18,988 | 6.06% | 6.21% | 71 | +5,063 | 2.65% | Q1 2026 | Apr 23, 2026 |
| Altus Wealth Group LLC | History | Added to | 196,074 | 18,960 | 7.77% | 7.77% | 72 | +8,225 | 4.38% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 194,212 | 18,780 | 0.05% | 0.06% | 73 | -24,755 | -11.31% | Q1 2026 | May 04, 2026 |
| Graver Capital Management, LLC | History | Added to | 191,550 | 18,522 | 14.07% | 14.55% | 74 | +13,755 | 7.74% | Q1 2026 | Apr 23, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 176,868 | 18,309 | 2.84% | 2.84% | 75 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 186,512 | 18,035 | 8.12% | 11.11% | 76 | -28,133 | -13.11% | Q1 2026 | Apr 21, 2026 |
| James J. Burns & Company, LLC | History | Added to | 182,613 | 17,658 | 2.4% | 2.47% | 77 | +9,627 | 5.57% | Q1 2026 | Apr 17, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 172,083 | 16,640 | 1.92% | 2.3% | 78 | -6,389 | -3.58% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 170,373 | 16,475 | 0.0% | — | 79 | +170,373 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 164,447 | 15,902 | 0.09% | 0.1% | 80 | -1,075 | -0.65% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 158,734 | 15,349 | 0.01% | 0.01% | 81 | -24,851 | -13.54% | Q1 2026 | May 11, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 149,422 | 14,449 | 1.4% | 1.65% | 82 | -10,359 | -6.48% | Q1 2026 | Apr 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 148,339 | 14,344 | 1.51% | 1.92% | 83 | -22,587 | -13.21% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 146,391 | 14,156 | 0.29% | 0.37% | 84 | -13,631 | -8.52% | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 144,328 | 13,956 | 0.08% | 0.09% | 85 | -19,861 | -12.1% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 141,280 | 13,661 | 0.17% | 0.2% | 86 | -14,585 | -9.36% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 141,006 | 13,635 | 0.07% | 0.08% | 87 | -6,137 | -4.17% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 137,663 | 13,312 | 0.02% | 0.02% | 88 | +23,331 | 20.41% | Q1 2026 | May 14, 2026 |
| Joseph Group Capital Management | History | Added to | 136,439 | 13,193 | 3.3% | 3.64% | 89 | +2,500 | 1.87% | Q1 2026 | May 08, 2026 |
| Family Office Research LLC | History | Reduced | 134,500 | 13,006 | 5.65% | 5.89% | 90 | -3,519 | -2.55% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 131,329 | 12,699 | 0.07% | 0.09% | 91 | -21,910 | -14.3% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Added to | 130,752 | 12,643 | 0.3% | 0.29% | 92 | +4,913 | 3.9% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 130,566 | 12,625 | 1.37% | 1.54% | 93 | -3,352 | -2.5% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 130,935 | 12,396 | 0.0% | 0.0% | 94 | +7,097 | 5.73% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 126,878 | 12,269 | 0.15% | 0.18% | 95 | +2,831 | 2.28% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | Added to | 126,782 | 12,261 | 0.06% | 0.06% | 96 | +9,694 | 8.28% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 126,479 | 12,230 | 0.27% | 0.3% | 97 | -2,576 | -2.0% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | Added to | 124,658 | 12,054 | 2.76% | 3.2% | 98 | +1,008 | 0.82% | Q1 2026 | May 05, 2026 |
| Fermata Advisors, LLC | History | Reduced | 124,240 | 12,013 | 2.7% | 3.11% | 99 | -830 | -0.66% | Q1 2026 | Apr 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 123,900 | 11,981 | 0.34% | 0.34% | 100 | -995 | -0.8% | Q1 2026 | Apr 28, 2026 |
| Coastline Complete Wealth LLC | History | Reduced | 123,709 | 11,962 | 7.41% | 8.38% | 101 | -4,726 | -3.68% | Q1 2026 | May 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 120,000 | 11,604 | 0.0% | 0.07% | 102 | -136,000 | -53.13% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 114,927 | 11,114 | 0.02% | 0.03% | 103 | -63,378 | -35.54% | Q1 2026 | May 01, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 108,074 | 10,450 | 4.54% | 5.01% | 104 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 107,093 | 10,355 | 1.17% | 1.02% | 105 | +22,502 | 26.6% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 105,767 | 10,227 | 0.04% | 0.04% | 106 | +3,644 | 3.57% | Q1 2026 | Apr 30, 2026 |
| Farrow Financial, Inc. | History | Reduced | 104,611 | 10,115 | 5.74% | 6.26% | 107 | -594 | -0.56% | Q1 2026 | May 01, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 102,596 | 9,921 | 7.51% | 8.97% | 108 | -794 | -0.77% | Q1 2026 | Apr 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 96,364 | 9,628 | 0.26% | 0.14% | 109 | +64,437 | 201.83% | Q1 2026 | May 14, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 98,218 | 9,497 | 5.07% | 5.64% | 110 | -1,353 | -1.36% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 97,895 | 9,466 | 0.02% | 0.02% | 111 | +3,370 | 3.57% | Q1 2026 | Apr 22, 2026 |
| 46 Peaks LLC | History | Added to | 96,548 | 9,336 | 6.8% | 7.11% | 112 | +2,961 | 3.16% | Q1 2026 | May 01, 2026 |
| Ferguson Shapiro LLC | History | Added to | 94,614 | 9,149 | 2.79% | 2.83% | 113 | +5,783 | 6.51% | Q1 2026 | Apr 23, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 93,899 | 9,080 | 1.04% | 0.89% | 114 | +15,795 | 20.22% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 93,550 | 9,046 | 0.0% | 0.0% | 115 | +90,650 | 3125.86% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 92,858 | 8,978 | 0.01% | 0.01% | 116 | +811 | 0.88% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 91,826 | 8,879 | 0.04% | 0.06% | 117 | -67,062 | -42.21% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 91,787 | 8,875 | 0.1% | — | 118 | +91,787 | New | Q1 2026 | May 12, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 91,115 | 8,810 | 5.99% | — | 119 | +91,115 | New | Q1 2026 | May 05, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 89,402 | 8,645 | 2.52% | 2.77% | 120 | -272 | -0.3% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | New | 88,990 | 8,605 | 0.01% | — | 121 | +88,990 | New | Q1 2026 | May 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Reduced | 87,987 | 8,508 | 5.08% | 4.45% | 122 | -397 | -0.45% | Q1 2026 | Apr 08, 2026 |
| FWG Holdings, LLC | History | Added to | 85,655 | 8,305 | 3.14% | 3.69% | 123 | +1,114 | 1.32% | Q1 2026 | Apr 13, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 85,071 | 8,226 | 2.18% | 2.41% | 124 | -333 | -0.39% | Q1 2026 | May 05, 2026 |
| MCF Advisors LLC | History | Reduced | 82,897 | 8,016 | 0.35% | 0.49% | 125 | -2,378 | -2.79% | Q1 2026 | May 11, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 81,617 | 7,892 | 0.91% | 1.44% | 126 | -38,017 | -31.78% | Q1 2026 | Apr 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 80,710 | 7,804 | 0.84% | 0.91% | 127 | -2,263 | -2.73% | Q1 2026 | Apr 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 80,248 | 7,760 | 0.53% | 0.55% | 128 | -1,115 | -1.37% | Q1 2026 | May 05, 2026 |
| TPG Advisors LLC | History | Reduced | 79,505 | 7,688 | 4.79% | 6.04% | 129 | -14,180 | -15.14% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 196,899 | 7,448 | 0.34% | 0.1% | 130 | -60,598 | -23.53% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 75,751 | 7,325 | 0.09% | 0.09% | 131 | +11,615 | 18.11% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 74,435 | 7,197 | 0.03% | 0.03% | 132 | -4,269 | -5.42% | Q1 2026 | May 14, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 73,860 | 7,142 | 4.31% | 4.97% | 133 | -3,720 | -4.8% | Q1 2026 | May 15, 2026 |
| Boomfish Wealth Group, LLC | History | Added to | 73,381 | 7,095 | 3.79% | 4.0% | 134 | +1,190 | 1.65% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Reduced | 72,054 | 6,967 | 0.19% | 0.22% | 135 | -4,343 | -5.68% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 71,898 | 6,952 | 0.13% | 0.16% | 136 | -12,700 | -15.01% | Q1 2026 | Apr 10, 2026 |
| Paller Financial Services Inc | History | Reduced | 70,934 | 6,859 | 5.67% | 6.0% | 137 | -1,341 | -1.86% | Q1 2026 | Apr 28, 2026 |
| American National Bank of Texas | History | Reduced | 70,706 | 6,837 | 6.52% | 7.11% | 138 | -765 | -1.07% | Q1 2026 | Apr 09, 2026 |
| Darrow Company, Inc. | History | Reduced | 70,147 | 6,783 | 3.05% | 3.46% | 139 | -4,272 | -5.74% | Q1 2026 | Apr 20, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 69,144 | 6,686 | 4.37% | 5.69% | 140 | -14,029 | -16.87% | Q1 2026 | May 07, 2026 |
| Roundview Capital LLC | History | Reduced | 68,989 | 6,671 | 0.42% | 0.44% | 141 | -375 | -0.54% | Q1 2026 | May 08, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 68,990 | 6,671 | 0.56% | 0.55% | 142 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TME FINANCIAL, INC. | History | Added to | 68,751 | 6,648 | 4.61% | 4.74% | 143 | +3,569 | 5.48% | Q1 2026 | May 12, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 67,292 | 6,507 | 1.12% | 1.18% | 144 | +2,969 | 4.62% | Q1 2026 | May 12, 2026 |
| Guilbault Capital LLC | History | Added to | 67,241 | 6,502 | 7.12% | 7.7% | 145 | +759 | 1.14% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 67,183 | 6,496 | 0.01% | 0.01% | 146 | -3,399 | -4.82% | Q1 2026 | May 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 67,155 | 6,494 | 0.43% | 0.43% | 147 | +958 | 1.45% | Q1 2026 | May 13, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 66,093 | 6,391 | 1.12% | — | 148 | +66,093 | New | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 61,319 | 6,350 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 64,049 | 6,193 | 3.27% | 3.68% | 150 | -29 | -0.05% | Q1 2026 | Apr 23, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Reduced | 63,767 | 6,166 | 3.01% | 3.12% | 151 | -1,001 | -1.55% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | No change | 58,291 | 6,036 | 0.55% | 0.55% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Selby Wealth Management, LLC | History | Added to | 60,696 | 5,869 | 2.31% | 2.29% | 153 | +5,794 | 10.55% | Q1 2026 | Apr 08, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | Reduced | 58,775 | 5,684 | 0.67% | 1.78% | 154 | -94,116 | -61.56% | Q1 2026 | May 11, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 58,428 | 5,649 | 0.53% | 0.59% | 155 | -901 | -1.52% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 58,407 | 5,648 | 0.03% | 0.04% | 156 | -9,152 | -13.55% | Q1 2026 | May 05, 2026 |
| Argent Trust Co | History | Added to | 58,277 | 5,635 | 0.19% | 0.21% | 157 | +477 | 0.83% | Q1 2026 | May 13, 2026 |
| Midwest Financial Group LLC | History | Added to | 57,686 | 5,578 | 2.38% | 2.6% | 158 | +772 | 1.36% | Q1 2026 | Apr 22, 2026 |
| Tacita Capital Inc | History | Reduced | 57,524 | 5,562 | 3.29% | 3.83% | 159 | -6,367 | -9.97% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,328 | 5,446 | 0.0% | 0.0% | 160 | +14,020 | 33.14% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 55,504 | 5,367 | 0.3% | 0.64% | 161 | -41,460 | -42.76% | Q1 2026 | Apr 29, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 55,131 | 5,331 | 2.27% | 3.22% | 162 | -21,031 | -27.61% | Q1 2026 | May 08, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 54,641 | 5,283 | 2.69% | 3.88% | 163 | -963 | -1.73% | Q1 2026 | Apr 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 53,109 | 5,135 | 0.1% | 0.11% | 164 | -139 | -0.26% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 52,963 | 5,121 | 0.03% | 0.04% | 165 | +604 | 1.15% | Q1 2026 | May 15, 2026 |
| Sunpointe, LLC | History | Reduced | 52,649 | 5,091 | 1.67% | 1.97% | 166 | -4,793 | -8.34% | Q1 2026 | Apr 21, 2026 |
| Eagle Strategies LLC | History | Reduced | 51,781 | 5,007 | 0.6% | 0.96% | 167 | -21,008 | -28.86% | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Added to | 51,423 | 4,973 | 0.01% | 0.01% | 168 | +3,432 | 7.15% | Q1 2026 | May 14, 2026 |
| Tranquility Partners, LLC | History | Added to | 52,079 | 4,932 | 1.86% | 1.94% | 169 | +74 | 0.14% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 50,154 | 4,849 | 0.18% | 0.24% | 170 | -10,667 | -17.54% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 49,541 | 4,778 | 0.08% | 0.1% | 171 | -1,967 | -3.82% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 48,805 | 4,719 | 0.34% | 0.35% | 172 | +347 | 0.72% | Q1 2026 | May 05, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 48,620 | 4,701 | 1.87% | 2.07% | 173 | -3,028 | -5.86% | Q1 2026 | May 11, 2026 |
| SMITH, MOORE & CO. | History | Added to | 48,166 | 4,657 | 0.34% | 0.37% | 174 | +893 | 1.89% | Q1 2026 | May 05, 2026 |
| Farrell Financial LLC | History | Reduced | 46,961 | 4,541 | 2.71% | 2.92% | 175 | -796 | -1.67% | Q1 2026 | Apr 13, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 46,956 | 4,540 | 4.21% | 5.29% | 176 | -11,166 | -19.21% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 46,892 | 4,534 | 0.01% | 0.0% | 177 | +46,811 | 57791.36% | Q1 2026 | May 01, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 46,605 | 4,506 | 0.21% | 0.76% | 178 | -113,588 | -70.91% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 46,592 | 4,505 | 0.0% | 0.0% | 179 | +1,332 | 2.94% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 46,549 | 4,501 | 0.01% | 0.01% | 180 | -3,051 | -6.15% | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 46,457 | 4,492 | 0.21% | 0.2% | 181 | +4,091 | 9.66% | Q1 2026 | May 18, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 46,388 | 4,485 | 0.14% | 0.1% | 182 | -9,510 | -17.01% | Q1 2026 | Apr 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 45,984 | 4,447 | 0.14% | — | 183 | +45,984 | New | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 45,873 | 4,435 | 0.16% | — | 184 | +45,873 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 45,757 | 4,424 | 0.11% | — | 185 | +45,752 | 915040.0% | Q1 2026 | May 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 45,354 | 4,385 | 1.2% | 1.26% | 186 | -167 | -0.37% | Q1 2026 | May 04, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 44,639 | 4,316 | 0.78% | 0.9% | 187 | -2,510 | -5.32% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 44,546 | 4,307 | 0.22% | 0.24% | 188 | -360 | -0.8% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 44,436 | 4,297 | 0.23% | 0.2% | 189 | +1,045 | 2.41% | Q1 2026 | May 14, 2026 |
| PSI Advisors, LLC | History | Reduced | 44,369 | 4,290 | 1.03% | 1.16% | 190 | -230 | -0.52% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 43,887 | 4,243 | 0.1% | 0.11% | 191 | -1,388 | -3.07% | Q1 2026 | May 15, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 43,700 | 4,225 | 0.5% | 0.54% | 192 | -887 | -1.99% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 43,185 | 4,175 | 0.06% | 0.06% | 193 | +2,709 | 6.69% | Q1 2026 | May 13, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 43,009 | 4,158 | 1.39% | 1.49% | 194 | -1,145 | -2.59% | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 42,994 | 4,157 | 0.29% | 0.59% | 195 | +1,946 | 4.74% | Q1 2026 | May 15, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 42,452 | 4,105 | 0.93% | 1.09% | 196 | +2,215 | 5.5% | Q1 2026 | Apr 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 42,148 | 4,075 | 1.48% | 1.63% | 197 | -4,848 | -10.32% | Q1 2026 | May 12, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 42,115 | 4,073 | 0.83% | 1.02% | 198 | +1,531 | 3.77% | Q1 2026 | Apr 13, 2026 |
| Atlas Wealth LLC | History | Added to | 41,404 | 4,003 | 1.2% | 1.21% | 199 | +2,811 | 7.28% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 40,263 | 3,893 | 0.3% | 0.2% | 200 | +15,593 | 63.21% | Q1 2026 | May 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 39,985 | 3,866 | 1.42% | 1.59% | 201 | -2,682 | -6.29% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 39,678 | 3,836 | 0.01% | 0.02% | 202 | -11,356 | -22.25% | Q1 2026 | May 13, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 39,554 | 3,824 | 1.08% | 1.2% | 203 | -8,820 | -18.23% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 39,479 | 3,817 | 0.21% | — | 204 | +39,479 | New | Q1 2026 | Apr 30, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 39,391 | 3,809 | 0.06% | 0.08% | 205 | -16,565 | -29.6% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 39,306 | 3,800 | 0.06% | 0.06% | 206 | +10,087 | 34.52% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 39,116 | 3,782 | 0.3% | 0.36% | 207 | -6,112 | -13.51% | Q1 2026 | Apr 09, 2026 |
| Financial Partners Group, Inc | History | Reduced | 38,942 | 3,765 | 0.45% | 0.5% | 208 | -2,173 | -5.29% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | Reduced | 38,551 | 3,727 | 0.14% | 0.2% | 209 | -4,097 | -9.61% | Q1 2026 | May 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 38,521 | 3,724 | 0.0% | 0.0% | 210 | +6,997 | 22.2% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 38,282 | 3,701 | 0.01% | 0.01% | 211 | +1,839 | 5.05% | Q1 2026 | May 14, 2026 |
| Paragon Advisors, LLC | History | Reduced | 38,270 | 3,700 | 1.0% | 1.17% | 212 | -3,163 | -7.63% | Q1 2026 | May 04, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 37,964 | 3,671 | 0.72% | 1.84% | 213 | -46,517 | -55.06% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 35,113 | 3,636 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Developers, LLC | History | Reduced | 37,245 | 3,601 | 3.24% | 3.64% | 215 | -1,982 | -5.05% | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 36,837 | 3,562 | 0.21% | 0.23% | 216 | -890 | -2.36% | Q1 2026 | May 12, 2026 |
| Cutler Capital Management, LLC | History | Added to | 36,753 | 3,554 | 0.96% | 0.92% | 217 | +6,155 | 20.12% | Q1 2026 | May 15, 2026 |
| Commerce Advisors, LLC | History | New | 36,357 | 3,515 | 2.95% | — | 218 | +36,357 | New | Q1 2026 | May 12, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 35,697 | 3,451 | 1.32% | 1.36% | 219 | +620 | 1.77% | Q1 2026 | May 12, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 35,631 | 3,445 | 2.33% | 2.32% | 220 | +3,932 | 12.4% | Q1 2026 | Apr 28, 2026 |
| RDA Financial Network | History | Reduced | 35,263 | 3,409 | 0.85% | 0.88% | 221 | -21 | -0.06% | Q1 2026 | Apr 08, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 35,033 | 3,387 | 0.42% | 0.58% | 222 | -9,245 | -20.88% | Q1 2026 | Apr 27, 2026 |
| IRON Financial LLC | History | Added to | 33,821 | 3,270 | 1.43% | 1.61% | 223 | +75 | 0.22% | Q1 2026 | Apr 27, 2026 |
| Point72 Asset Management, L.P. | History | New | 33,800 | 3,268 | 0.0% | — | 225 | +33,800 | New | Q1 2026 | May 15, 2026 |
| Trajan Wealth LLC | History | Added to | 33,801 | 3,268 | 0.13% | 0.14% | 224 | +368 | 1.1% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 33,103 | 3,201 | 0.01% | 0.01% | 226 | -275 | -0.82% | Q1 2026 | May 08, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 32,174 | 3,111 | 0.6% | 0.65% | 227 | -9,854 | -23.45% | Q1 2026 | Apr 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 31,893 | 3,084 | 0.1% | 0.03% | 228 | +4,087 | 14.7% | Q1 2026 | Apr 23, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 31,675 | 3,062 | 1.66% | 1.78% | 229 | +123 | 0.39% | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 31,578 | 3,053 | 0.95% | 1.36% | 230 | -10,597 | -25.13% | Q1 2026 | May 01, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 31,308 | 3,027 | 0.16% | 0.19% | 231 | -11,051 | -26.09% | Q1 2026 | Apr 28, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 31,133 | 3,010 | 2.54% | 2.79% | 232 | +2 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Tactive Advisors, LLC | History | Reduced | 31,100 | 3,007 | 0.85% | 0.96% | 233 | -674 | -2.12% | Q1 2026 | Apr 16, 2026 |
| Westshore Wealth, LLC | History | No change | 28,562 | 2,957 | 0.98% | 0.98% | 234 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,280 | 2,928 | 0.0% | 0.01% | 235 | +5,327 | 21.35% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 30,184 | 2,918 | 0.21% | 0.23% | 236 | -2,199 | -6.79% | Q1 2026 | Apr 10, 2026 |
| BXM Wealth LLC | History | Reduced | 29,915 | 2,892 | 2.23% | 2.33% | 237 | -69,163 | -69.81% | Q1 2026 | Apr 23, 2026 |
| Compound Planning, Inc. | History | Reduced | 29,132 | 2,817 | 0.09% | 0.09% | 238 | -520 | -1.75% | Q1 2026 | May 14, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 29,000 | 2,804 | 2.82% | 3.08% | 239 | -410 | -1.39% | Q1 2026 | May 15, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 27,423 | 2,786 | 0.31% | 0.4% | 240 | -195 | -0.71% | Q1 2026 | May 12, 2026 |
| LM Advisors LLC | History | Added to | 265 | 2,742 | 0.04% | 0.04% | 241 | +22 | 9.05% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 28,109 | 2,718 | 0.02% | 0.02% | 242 | -883 | -3.05% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | Added to | 28,102 | 2,717 | 1.12% | 1.2% | 243 | +577 | 2.1% | Q1 2026 | Apr 21, 2026 |
| XML Financial, LLC | History | Reduced | 27,695 | 2,678 | 0.22% | 0.26% | 244 | -3,001 | -9.78% | Q1 2026 | Apr 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 27,442 | 2,654 | 0.0% | 0.0% | 245 | +13,157 | 92.1% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 27,221 | 2,625 | 0.02% | 0.04% | 246 | -8,842 | -24.52% | Q1 2026 | Apr 07, 2026 |
| Vantage Point Financial LLC | History | Reduced | 26,976 | 2,608 | 0.91% | 1.06% | 247 | -1,526 | -5.35% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 26,962 | 2,607 | 0.13% | 0.14% | 248 | +1,243 | 4.83% | Q1 2026 | Apr 23, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 26,962 | 2,607 | 1.31% | 1.38% | 249 | -415 | -1.52% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 25,990 | 2,513 | 0.05% | 0.06% | 250 | -1,420 | -5.18% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 25,917 | 2,506 | 0.02% | 0.02% | 251 | -167 | -0.64% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 25,815 | 2,496 | 0.07% | 0.08% | 252 | +1,505 | 6.19% | Q1 2026 | May 11, 2026 |
| Cross Staff Investments Inc | History | No change | 25,230 | 2,439 | 1.24% | 1.44% | 253 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| L & S Advisors Inc | History | Reduced | 25,058 | 2,423 | 0.3% | 0.25% | 254 | -928 | -3.57% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 25,026 | 2,420 | 0.0% | 0.0% | 255 | -652 | -2.54% | Q1 2026 | May 08, 2026 |
| BARINGS LLC | History | No change | 24,935 | 2,411 | 0.04% | 0.05% | 256 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | Reduced | 23,789 | 2,300 | 0.47% | 0.56% | 257 | -1,266 | -5.05% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 23,500 | 2,272 | 0.15% | 0.23% | 258 | -9,934 | -29.71% | Q1 2026 | Apr 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 22,981 | 2,222 | 0.26% | 0.28% | 259 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| First Financial Group Corp | History | Reduced | 22,868 | 2,211 | 1.81% | 2.02% | 260 | -50 | -0.22% | Q1 2026 | Apr 22, 2026 |
| Wealthfront Advisers LLC | History | Added to | 22,541 | 2,179 | 0.0% | 0.01% | 261 | +482 | 2.19% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 22,407 | 2,166 | 0.13% | 0.11% | 262 | -454 | -1.99% | Q1 2026 | Apr 28, 2026 |
| Element Squared LLC | History | Reduced | 22,361 | 2,162 | 1.22% | 1.27% | 263 | -251 | -1.11% | Q1 2026 | Apr 23, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 21,978 | 2,125 | 0.62% | 0.68% | 264 | -530 | -2.35% | Q1 2026 | Apr 17, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 21,971 | 2,124 | 1.79% | 1.92% | 265 | -3,419 | -13.47% | Q1 2026 | May 15, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 21,708 | 2,099 | 0.09% | 0.12% | 266 | -5,395 | -19.91% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | Reduced | 21,694 | 2,097 | 0.16% | 2.0% | 267 | -226,004 | -91.24% | Q1 2026 | May 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 21,506 | 2,079 | 0.03% | 0.03% | 268 | +309 | 1.46% | Q1 2026 | Apr 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 21,492 | 2,078 | 0.25% | 0.28% | 269 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 21,396 | 2,068 | 0.13% | 0.14% | 270 | -51 | -0.24% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Reduced | 21,227 | 2,047 | 0.33% | 0.39% | 271 | -423 | -1.95% | Q1 2026 | Apr 14, 2026 |
| Realta Investment Advisors | History | No change | 21,090 | 2,039 | 0.71% | 0.71% | 272 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 20,949 | 2,025 | 0.06% | 0.01% | 274 | +18,181 | 656.83% | Q1 2026 | May 13, 2026 |
| FCA CORP /TX | History | Added to | 20,941 | 2,025 | 0.57% | 0.59% | 273 | +799 | 3.97% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 20,736 | 2,005 | 0.02% | 0.03% | 275 | -635 | -2.97% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 20,706 | 2,002 | 0.59% | 0.62% | 276 | +931 | 4.71% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 20,640 | 1,995 | 0.01% | 0.01% | 277 | +559 | 2.78% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 20,569 | 1,989 | 0.04% | 0.04% | 278 | -229 | -1.1% | Q1 2026 | May 11, 2026 |
| Inspire Advisors, LLC | History | Reduced | 20,095 | 1,943 | 0.16% | 0.2% | 279 | -872 | -4.16% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 20,069 | 1,940 | 0.02% | 0.03% | 280 | -2,628 | -11.58% | Q1 2026 | May 05, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 19,986 | 1,932 | 0.17% | 0.13% | 281 | -887 | -4.25% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 19,759 | 1,910 | 0.01% | 0.01% | 282 | +9 | 0.05% | Q1 2026 | Apr 29, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 19,606 | 1,895 | 0.57% | 0.63% | 283 | -813 | -3.98% | Q1 2026 | Apr 17, 2026 |
| Cascade Financial Partners, LLC | History | No change | 19,535 | 1,889 | 0.19% | 0.21% | 284 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 19,436 | 1,879 | 0.01% | 0.0% | 285 | +11,689 | 150.88% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 18,498 | 1,788 | 0.23% | — | 286 | +18,498 | New | Q1 2026 | Apr 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 18,363 | 1,775 | 0.19% | 0.11% | 287 | +6,368 | 53.09% | Q1 2026 | May 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 18,254 | 1,765 | 0.1% | 0.12% | 288 | -553 | -2.94% | Q1 2026 | Apr 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,198 | 1,759 | 0.01% | 0.02% | 289 | -6,048 | -24.94% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 16,550 | 1,713 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 17,407 | 1,683 | 0.0% | — | 291 | +17,407 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 17,138 | 1,657 | 0.04% | 0.05% | 292 | -3,070 | -15.19% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 16,701 | 1,614 | 0.03% | 0.03% | 293 | -167 | -0.99% | Q1 2026 | Apr 27, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 16,533 | 1,598 | 0.71% | 0.74% | 294 | +961 | 6.17% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,444 | 1,590 | 0.06% | 0.06% | 295 | -1,050 | -6.0% | Q1 2026 | Apr 14, 2026 |
| SIERRA OCEAN, LLC | History | Reduced | 16,283 | 1,574 | 1.29% | 1.4% | 296 | -40 | -0.25% | Q1 2026 | Apr 27, 2026 |
| Fiduciary Planning LLC | History | Reduced | 16,213 | 1,567 | 0.47% | 0.52% | 298 | -467 | -2.8% | Q1 2026 | Apr 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 15,140 | 1,567 | 0.12% | 0.12% | 297 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 16,173 | 1,563 | 0.01% | 0.01% | 299 | -3,285 | -16.88% | Q1 2026 | May 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 16,138 | 1,560 | 0.23% | 0.26% | 300 | -222 | -1.36% | Q1 2026 | Apr 16, 2026 |