MPLX LP - MPLX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Added to | 27,070,962 | 1,544,939 | 7.27% | 0.13% | 1 | +26,641,396 | 6201.93% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 18,266,606 | 1,042,475 | 0.16% | 0.15% | 2 | +78,728 | 0.43% | Q1 2026 | May 12, 2026 |
| Blackstone Inc. | History | Reduced | 15,350,683 | 876,063 | 3.42% | 3.31% | 3 | -354,802 | -2.26% | Q1 2026 | May 15, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Reduced | 13,260,584 | 756,781 | 7.88% | 9.05% | 4 | -59,334 | -0.45% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 12,507,539 | 713,805 | 0.08% | 0.08% | 5 | +40,552 | 0.33% | Q1 2026 | May 15, 2026 |
| Belfer Management LLC | History | Reduced | 7,829 | 446,816 | 7.47% | 7.34% | 6 | -20 | -0.25% | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,319,250 | 417,709 | 0.57% | 0.55% | 7 | +410,868 | 5.95% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Reduced | 6,826,567 | 389,592 | 7.47% | 8.76% | 8 | -400,833 | -5.55% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 5,233,512 | 298,676 | 0.04% | 0.05% | 9 | -71,234 | -1.34% | Q1 2026 | May 05, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 5,222,687 | 298,059 | 10.54% | 11.94% | 10 | -207,219 | -3.82% | Q1 2026 | Apr 13, 2026 |
| Energy Income Partners, LLC | History | Reduced | 5,157,478 | 294,337 | 4.74% | 5.12% | 11 | -142,246 | -2.68% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 4,964,199 | 283,306 | 0.02% | 0.02% | 12 | -798,911 | -13.86% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,133,666 | 238,388 | 0.02% | 0.01% | 13 | +847,524 | 25.79% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,027,427 | 229,845 | 0.09% | 0.0% | 14 | +4,021,783 | 71257.67% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 3,360,863 | 191,804 | 0.01% | 0.0% | 15 | +1,692,220 | 101.41% | Q1 2026 | May 15, 2026 |
| Brave Warrior Advisors, LLC | History | Reduced | 3,253,524 | 185,678 | 4.6% | 5.59% | 16 | -1,220,591 | -27.28% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,642,104 | 148,339 | 0.2% | — | 17 | +2,642,104 | New | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,573,276 | 146,856 | 0.01% | 0.03% | 18 | -5,957,790 | -69.84% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,724,200 | 145,390 | 0.25% | 0.25% | 19 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearbridge Investments, LLC | History | No change | 2,343,689 | 133,754 | 0.12% | 0.1% | 20 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 2,239,694 | 127,819 | 3.49% | 3.73% | 21 | -76,227 | -3.29% | Q1 2026 | Apr 20, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 2,236,856 | 127,657 | 0.93% | 0.02% | 22 | +2,194,739 | 5211.05% | Q1 2026 | May 15, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 2,173,816 | 124,059 | 0.17% | 0.2% | 23 | -786,014 | -26.56% | Q1 2026 | May 15, 2026 |
| Fractal Investments LLC | History | No change | 2,051,301 | 117,067 | 13.85% | 15.29% | 24 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Reduced | 1,859,100 | 106,098 | 5.25% | 5.77% | 25 | -24,700 | -1.31% | Q1 2026 | Apr 28, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 1,805,346 | 103,031 | 3.71% | 3.72% | 26 | -79,239 | -4.2% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | Reduced | 1,768,200 | 100,911 | 0.62% | 0.93% | 27 | -1,135,600 | -39.11% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,683,007 | 96,049 | 0.01% | 0.01% | 28 | -132,742 | -7.31% | Q1 2026 | May 15, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 1,668,467 | 95,219 | 0.99% | 1.11% | 29 | -163,536 | -8.93% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,615,514 | 92,197 | 2.19% | 1.91% | 30 | +8,912 | 0.55% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,330,465 | 75,929 | 0.07% | 0.06% | 31 | +2,326 | 0.18% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,290,542 | 73,651 | 0.04% | 0.03% | 32 | +184,415 | 16.67% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 1,152,602 | 65,812 | 0.08% | 0.07% | 33 | -674 | -0.06% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,151,905 | 65,739 | 0.01% | 0.01% | 34 | +360,427 | 45.54% | Q1 2026 | May 15, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 1,127,544 | 64,348 | 0.39% | 0.35% | 35 | -29,045 | -2.51% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,100,009 | 62,777 | 0.05% | 0.04% | 36 | -24,261 | -2.16% | Q1 2026 | May 14, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 1,068,251 | 60,965 | 4.25% | 5.36% | 37 | +30,267 | 2.92% | Q1 2026 | May 15, 2026 |
| Progeny 3, Inc. | History | Reduced | 1,015,966 | 57,981 | 3.1% | 3.04% | 38 | -42,993 | -4.06% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 977,940 | 55,811 | 0.02% | 0.02% | 39 | +22,242 | 2.33% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 971,477 | 55,442 | 0.04% | 0.0% | 40 | +906,755 | 1401.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 957,300 | 54,633 | 0.13% | 0.11% | 41 | -162,900 | -14.54% | Q1 2026 | May 13, 2026 |
| COHEN & STEERS, INC. | History | Added to | 929,751 | 53,061 | 0.09% | 0.08% | 42 | +49,158 | 5.58% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 887,228 | 50,634 | 0.01% | 0.01% | 43 | -28,463 | -3.11% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 853,780 | 48,725 | 0.02% | 0.01% | 44 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allianz Asset Management GmbH | History | No change | 829,136 | 47,318 | 0.05% | 0.04% | 45 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 805,230 | 45,954 | 0.01% | 0.01% | 46 | +56,560 | 7.55% | Q1 2026 | May 11, 2026 |
| Americana Partners, LLC | History | Added to | 765,467 | 43,685 | 1.13% | 1.11% | 47 | +5,161 | 0.68% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 748,300 | 42,705 | 0.01% | 0.01% | 48 | +592 | 0.08% | Q1 2026 | May 12, 2026 |
| REAVES W H & CO INC | History | No change | 670,500 | 38,265 | 0.63% | 0.63% | 49 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Reduced | 579,453 | 33,069 | 6.89% | 9.23% | 50 | -187,076 | -24.41% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 577,581 | 32,962 | 0.83% | 0.81% | 51 | -840 | -0.15% | Q1 2026 | Apr 07, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 545,070 | 31,107 | 0.02% | 0.02% | 52 | -125,257 | -18.69% | Q1 2026 | May 06, 2026 |
| Appaloosa LP | History | Reduced | 502,460 | 28,675 | 0.48% | 0.48% | 53 | -125,040 | -19.93% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 501,400 | 28,614 | 0.05% | 0.03% | 54 | +158,300 | 46.14% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 488,046 | 27,852 | 0.0% | 0.01% | 55 | -550,116 | -52.99% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 476,689 | 27,204 | 0.01% | 0.01% | 56 | -2,209 | -0.46% | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 486,668 | 27,107 | 0.61% | 0.65% | 57 | +7,064 | 1.47% | Q1 2026 | May 04, 2026 |
| Oxbow Advisors, LLC | History | Added to | 434,012 | 24,769 | 2.11% | 1.9% | 58 | +28,838 | 7.12% | Q1 2026 | Apr 27, 2026 |
| Bollard Group LLC | History | Added to | 405,728 | 23,155 | 0.68% | 0.47% | 59 | +52,308 | 14.8% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 403,877 | 23,049 | 0.16% | 0.23% | 60 | -154,860 | -27.72% | Q1 2026 | Apr 14, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 373,955 | 21,341 | 4.52% | 4.97% | 61 | +1,747 | 0.47% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 363,678 | 20,755 | 0.02% | 0.02% | 62 | -3,035 | -0.83% | Q1 2026 | May 05, 2026 |
| Northside Capital Management, LLC | History | Reduced | 362,108 | 20,665 | 1.81% | 2.74% | 63 | -227,972 | -38.63% | Q1 2026 | Apr 10, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | Reduced | 344,686 | 19,671 | 1.17% | 1.23% | 64 | -80,200 | -18.88% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 339,111 | 19,353 | 0.39% | 0.39% | 65 | -15,415 | -4.35% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 337,721 | 19,273 | 0.03% | 0.04% | 66 | -221,877 | -39.65% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 336,834 | 19,223 | 0.01% | 0.0% | 67 | +139,417 | 70.62% | Q1 2026 | Apr 30, 2026 |
| NEOS Investment Management LLC | History | Added to | 333,984 | 19,060 | 0.1% | 0.01% | 68 | +306,851 | 1130.91% | Q1 2026 | May 15, 2026 |
| Heronetta Management, L.P. | History | Added to | 324,039 | 18,492 | 16.88% | 9.99% | 69 | +400 | 0.12% | Q1 2026 | May 01, 2026 |
| Jump Financial, LLC | History | Added to | 322,233 | 18,389 | 0.25% | 0.2% | 70 | +21,468 | 7.14% | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 317,120 | 18,098 | 0.51% | 0.5% | 71 | +5,675 | 1.82% | Q1 2026 | May 04, 2026 |
| IMC-Chicago, LLC | History | Added to | 282,300 | 16,110 | 0.01% | 0.0% | 72 | +39,800 | 16.41% | Q1 2026 | May 05, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 278,599 | 15,899 | 0.3% | 0.3% | 73 | +3,619 | 1.32% | Q1 2026 | May 06, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | Added to | 266,500 | 15,209 | 8.39% | 7.99% | 74 | +9,000 | 3.5% | Q1 2026 | Apr 09, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 262,635 | 14,988 | 0.79% | 0.71% | 75 | +9,947 | 3.94% | Q1 2026 | Apr 17, 2026 |
| Private Capital Advisors, Inc. | History | Added to | 257,752 | 14,709 | 1.69% | 1.4% | 76 | +1,000 | 0.39% | Q1 2026 | May 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 253,188 | 14,449 | 0.21% | 0.23% | 77 | -29,580 | -10.46% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 248,810 | 14,199 | 0.0% | 0.0% | 78 | +24,500 | 10.92% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 245,200 | 13,993 | 0.01% | 0.01% | 79 | -142,200 | -36.71% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 240,925 | 13,749 | 0.1% | 0.11% | 80 | -5,340 | -2.17% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 235,546 | 13,442 | 0.02% | 0.02% | 81 | +46,409 | 24.54% | Q1 2026 | May 14, 2026 |
| TrueMark Investments, LLC | History | Added to | 231,817 | 13,229 | 2.58% | 2.22% | 82 | +13,785 | 6.32% | Q1 2026 | Apr 20, 2026 |
| OPAL CAPITAL LLC | History | Added to | 231,535 | 13,213 | 2.34% | 2.93% | 83 | +11,746 | 5.34% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 230,542 | 13,155 | 0.07% | 0.06% | 84 | +13,582 | 6.26% | Q1 2026 | May 15, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 227,482 | 12,982 | 0.62% | 0.59% | 85 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 221,856 | 12,661 | 0.01% | 0.01% | 86 | -242,009 | -52.17% | Q1 2026 | May 11, 2026 |
| Empirical Finance, LLC | History | Added to | 217,494 | 12,412 | 0.58% | 0.3% | 87 | +100,927 | 86.58% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Added to | 217,494 | 12,412 | 0.08% | 0.12% | 88 | +86,020 | 65.43% | Q1 2026 | May 14, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 216,096 | 12,332 | 1.38% | 1.47% | 89 | +6,507 | 3.1% | Q1 2026 | Apr 27, 2026 |
| RR Advisors, LLC | History | Added to | 214,194 | 12,224 | 3.39% | 3.49% | 90 | +4,756 | 2.27% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 200,244 | 11,427 | 0.06% | 0.06% | 91 | +5,209 | 2.67% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 199,111 | 11,363 | 0.01% | 0.01% | 92 | -1,406 | -0.7% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 187,804 | 10,717 | 0.07% | 0.06% | 93 | +15,284 | 8.86% | Q1 2026 | May 15, 2026 |
| AVENIR CORP | History | No change | 186,892 | 10,665 | 1.3% | 1.08% | 94 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 183,994 | 10,500 | 0.23% | 0.23% | 95 | -5,500 | -2.9% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 175,835 | 9,384 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 163,380 | 9,324 | 0.16% | 0.14% | 97 | +5,448 | 3.45% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 162,519 | 9,274 | 0.33% | 0.33% | 98 | -14,030 | -7.95% | Q1 2026 | Apr 21, 2026 |
| Parkwood LLC | History | Reduced | 161,615 | 9,223 | 0.82% | 0.7% | 99 | -8,361 | -4.92% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 156,972 | 8,958 | 0.1% | 0.1% | 100 | +2,673 | 1.73% | Q1 2026 | May 01, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 154,975 | 8,844 | 1.33% | 1.2% | 101 | +12,154 | 8.51% | Q1 2026 | Apr 08, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 153,993 | 8,788 | 1.3% | 1.25% | 102 | +995 | 0.65% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 151,660 | 8,688 | 0.11% | 0.09% | 103 | +13,995 | 10.17% | Q1 2026 | Apr 28, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 151,993 | 8,674 | 0.88% | 0.86% | 104 | +995 | 0.66% | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 146,090 | 8,337 | 0.63% | 0.61% | 105 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 142,013 | 8,104 | 0.04% | 0.02% | 106 | +41,477 | 41.26% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 141,239 | 8,060 | 0.0% | 0.0% | 107 | -371 | -0.26% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 138,561 | 7,907 | 0.03% | 0.03% | 108 | +7,866 | 6.02% | Q1 2026 | Apr 30, 2026 |
| Kercheville Advisors, LLC | History | Added to | 135,336 | 7,723 | 2.47% | 1.91% | 109 | +4,000 | 3.05% | Q1 2026 | Apr 20, 2026 |
| Evercore Wealth Management, LLC | History | No change | 132,053 | 7,536 | 0.12% | 0.1% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 131,972 | 7,531 | 0.01% | 0.01% | 111 | -25,217 | -16.04% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 121,803 | 6,951 | 0.01% | 0.01% | 112 | -28,943 | -19.2% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 117,397 | 6,699 | 0.0% | 0.0% | 113 | +2,974 | 2.6% | Q1 2026 | May 08, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 114,164 | 6,515 | 0.09% | 0.07% | 114 | +10,813 | 10.46% | Q1 2026 | May 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 112,001 | 6,392 | 0.0% | 0.0% | 115 | +45,762 | 69.09% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 113,934 | 6,368 | 0.01% | 0.01% | 116 | -20,706 | -15.38% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 102,197 | 5,832 | 0.01% | 0.01% | 117 | -5,559 | -5.16% | Q1 2026 | Apr 22, 2026 |
| Objectivity Squared, LLC | History | Added to | 101,203 | 5,775 | 3.64% | 2.96% | 118 | +1,891 | 1.9% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 97,657 | 5,573 | 0.19% | 0.17% | 119 | +4,067 | 4.35% | Q1 2026 | Apr 07, 2026 |
| BROWN ADVISORY INC | History | Reduced | 96,240 | 5,492 | 0.01% | 0.01% | 120 | -3,065 | -3.09% | Q1 2026 | May 15, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 94,964 | 5,419 | 0.47% | 0.39% | 121 | +7,720 | 8.85% | Q1 2026 | May 07, 2026 |
| Private Wealth Partners, LLC | History | No change | 94,400 | 5,387 | 0.41% | 0.36% | 122 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 92,065 | 5,254 | 0.01% | 0.02% | 123 | -67,612 | -42.34% | Q1 2026 | Apr 30, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 88,395 | 5,044 | 0.31% | 0.28% | 124 | +725 | 0.83% | Q1 2026 | May 04, 2026 |
| PPM AMERICA INC/IL | History | No change | 87,200 | 4,976 | 29.98% | 42.58% | 125 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 83,760 | 4,780 | 0.01% | 0.01% | 126 | +3,347 | 4.16% | Q1 2026 | May 14, 2026 |
| ELCO Management Co., LLC | History | Added to | 82,237 | 4,693 | 2.25% | 0.88% | 127 | +56,157 | 215.33% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 80,937 | 4,619 | 0.01% | 0.01% | 128 | -2,273 | -2.73% | Q1 2026 | May 15, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 79,676 | 4,547 | 1.47% | 1.46% | 129 | -1,174 | -1.45% | Q1 2026 | May 08, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 79,397 | 4,531 | 0.89% | 1.02% | 130 | -11,000 | -12.17% | Q1 2026 | Apr 15, 2026 |
| Castellan Group | History | Added to | 77,053 | 4,397 | 0.61% | 0.48% | 131 | +5,609 | 7.85% | Q1 2026 | Apr 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 75,238 | 4,293 | 0.0% | 0.0% | 132 | -5 | -0.01% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 75,019 | 4,281 | 0.01% | 0.01% | 133 | +735 | 0.99% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 73,567 | 4,198 | 0.06% | 0.04% | 134 | +19,282 | 35.52% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 72,935 | 4,162 | 0.01% | 0.06% | 135 | -266,070 | -78.49% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 72,906 | 4,160 | 0.1% | 0.03% | 136 | +52,977 | 265.83% | Q1 2026 | May 15, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 71,200 | 4,063 | 2.49% | 2.26% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 74,490 | 3,986 | 1.3% | — | 138 | +74,490 | New | Q1 2026 | May 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 69,650 | 3,974 | 0.66% | 0.6% | 139 | +4,243 | 6.49% | Q1 2026 | May 08, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 67,641 | 3,860 | 0.7% | 0.58% | 140 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Militia Capital Management LLC | History | New | 67,000 | 3,823 | 0.86% | — | 141 | +67,000 | New | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 66,583 | 3,799 | 0.03% | 0.03% | 142 | -5 | -0.01% | Q1 2026 | May 12, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 65,550 | 3,740 | 0.75% | 0.73% | 143 | -5,768 | -8.09% | Q1 2026 | Apr 28, 2026 |
| Asset One Wealth Management LLC | History | Added to | 67,104 | 3,722 | 0.41% | 0.47% | 144 | +4,701 | 7.53% | Q1 2026 | May 12, 2026 |
| ArchPoint Investors | History | No change | 62,977 | 3,594 | 0.86% | 0.8% | 145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Militia Capital Partners, LP | History | No change | 67,000 | 3,575 | 1.36% | 1.36% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | Added to | 62,284 | 3,554 | 0.05% | 0.04% | 147 | +514 | 0.83% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Added to | 61,650 | 3,518 | 0.02% | 0.02% | 148 | +3,784 | 6.54% | Q1 2026 | May 15, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 60,321 | 3,442 | 0.78% | 0.73% | 149 | -3,000 | -4.74% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 59,950 | 3,421 | 0.01% | 0.01% | 150 | -5,403 | -8.27% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 59,742 | 3,409 | 0.0% | 0.0% | 151 | -5,300 | -8.15% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 59,583 | 3,400 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 58,486 | 3,337 | 0.04% | 0.03% | 153 | -212 | -0.36% | Q1 2026 | May 07, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 58,237 | 3,323 | 1.18% | 1.05% | 154 | +2,540 | 4.56% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 57,623 | 3,288 | 0.0% | 0.0% | 155 | +10,532 | 22.37% | Q1 2026 | May 12, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 55,851 | 3,187 | 0.02% | 0.02% | 156 | -20,706 | -27.05% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 53,692 | 3,064 | 0.01% | 0.01% | 157 | -2,575 | -4.58% | Q1 2026 | Apr 24, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 52,581 | 3,000 | 0.04% | 0.03% | 158 | -450 | -0.85% | Q1 2026 | May 05, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 51,633 | 2,946 | 0.83% | 0.69% | 159 | +7,170 | 16.13% | Q1 2026 | Apr 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 50,194 | 2,864 | 0.2% | 0.04% | 160 | +41,162 | 455.74% | Q1 2026 | May 06, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 50,000 | 2,853 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Curi Capital, LLC | History | Added to | 48,950 | 2,793 | 0.05% | 0.04% | 162 | +9,757 | 24.89% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 47,120 | 2,689 | 0.03% | 0.02% | 163 | +8,682 | 22.59% | Q1 2026 | Apr 28, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 46,729 | 2,666 | 0.4% | 0.36% | 164 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 46,016 | 2,626 | 0.01% | 0.01% | 165 | -286 | -0.62% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Reduced | 45,860 | 2,617 | 0.12% | 0.12% | 166 | -448 | -0.97% | Q1 2026 | Apr 27, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 45,575 | 2,600 | 0.29% | 0.28% | 167 | +841 | 1.88% | Q1 2026 | Apr 07, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 45,223 | 2,580 | 1.86% | 1.63% | 168 | -5,168 | -10.26% | Q1 2026 | Apr 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 43,801 | 2,499 | 0.19% | 0.17% | 169 | +25 | 0.06% | Q1 2026 | May 13, 2026 |
| Delta Investment Management, LLC | History | Added to | 43,572 | 2,486 | 0.44% | 0.37% | 170 | +3,497 | 8.73% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 42,970 | 2,452 | 0.01% | 0.01% | 171 | -981 | -2.23% | Q1 2026 | Apr 24, 2026 |
| Applied Capital LLC/FL | History | Added to | 42,930 | 2,450 | 1.16% | 1.13% | 172 | +7,030 | 19.58% | Q1 2026 | May 07, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 42,400 | 2,419 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 42,223 | 2,409 | 0.55% | 0.57% | 174 | -250 | -0.59% | Q1 2026 | Apr 08, 2026 |
| Caption Management, LLC | History | New | 41,900 | 2,391 | 0.01% | — | 175 | +41,900 | New | Q1 2026 | May 15, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 41,892 | 2,390 | 0.08% | 0.08% | 176 | -11,220 | -21.13% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 41,585 | 2,373 | 0.07% | 0.07% | 177 | +2,724 | 7.01% | Q1 2026 | May 11, 2026 |
| BAHL & GAYNOR INC | History | No change | 41,225 | 2,352 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 40,905 | 2,334 | 0.0% | 0.0% | 179 | +9,628 | 30.78% | Q1 2026 | May 14, 2026 |
| Keeler Thomas Management LLC | History | New | 40,364 | 2,303 | 0.97% | — | 180 | +40,364 | New | Q1 2026 | May 11, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 39,045 | 2,228 | 0.23% | 0.19% | 181 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 39,048 | 2,228 | 0.32% | 0.29% | 182 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Caprock Group, LLC | History | Reduced | 39,003 | 2,225 | 0.05% | 0.05% | 183 | -4,253 | -9.83% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 38,911 | 2,220 | 0.01% | 0.01% | 184 | +1,767 | 4.76% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 38,827 | 2,215 | 0.03% | 0.03% | 185 | -3,803 | -8.92% | Q1 2026 | Apr 20, 2026 |
| Haverford Trust Co | History | New | 37,303 | 2,128 | 0.02% | — | 186 | +37,303 | New | Q1 2026 | May 11, 2026 |
| Barnett & Company, Inc. | History | Reduced | 37,247 | 2,125 | 1.65% | 1.64% | 187 | -840 | -2.21% | Q1 2026 | Apr 30, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 37,197 | 2,122 | 0.2% | 0.18% | 188 | +1,432 | 4.0% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 37,155 | 2,120 | 0.01% | 0.01% | 189 | -26,249 | -41.4% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 36,711 | 2,095 | 0.01% | 0.01% | 190 | -1,865 | -4.83% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 36,259 | 2,069 | 0.03% | 0.1% | 191 | -99,928 | -73.38% | Q1 2026 | Apr 23, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 36,192 | 2,065 | 0.01% | 0.01% | 192 | -2,952 | -7.54% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 35,628 | 2,033 | 0.0% | 0.0% | 193 | -20,122 | -36.09% | Q1 2026 | May 15, 2026 |
| Birch Capital Management, LLC | History | No change | 35,627 | 2,033 | 1.07% | 0.95% | 194 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Geneva Partners, LLC | History | Reduced | 35,000 | 1,997 | 0.96% | 0.76% | 195 | -5,000 | -12.5% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 34,762 | 1,983 | 0.02% | 0.02% | 196 | +2,436 | 7.54% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 34,374 | 1,961 | 0.01% | 0.01% | 197 | -9,361 | -21.4% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 33,922 | 1,935 | 0.03% | 0.03% | 198 | +2,222 | 7.01% | Q1 2026 | Apr 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 33,872 | 1,933 | 0.0% | 0.0% | 199 | -3,608 | -9.63% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Added to | 33,536 | 1,913 | 0.03% | 0.02% | 200 | +1,624 | 5.09% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 33,143 | 1,891 | 0.02% | 0.02% | 201 | -4,401 | -11.72% | Q1 2026 | Apr 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 32,878 | 1,876 | 0.0% | 0.0% | 202 | +12,379 | 60.39% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 32,804 | 1,872 | 0.03% | 0.03% | 203 | -716 | -2.14% | Q1 2026 | Apr 22, 2026 |
| Obermeyer Wealth Partners | History | No change | 32,346 | 1,845 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 31,679 | 1,807 | 0.01% | 0.02% | 205 | -11,555 | -26.73% | Q1 2026 | Apr 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 31,376 | 1,790 | 0.0% | 0.0% | 206 | -3,779 | -10.75% | Q1 2026 | Apr 24, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 31,376 | 1,790 | 0.06% | 0.06% | 207 | -2,399 | -7.1% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 31,150 | 1,777 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pingora Partners LLC | History | No change | 30,223 | 1,724 | 1.02% | 0.99% | 209 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 30,073 | 1,716 | 0.43% | 0.4% | 210 | +1,979 | 7.04% | Q1 2026 | Apr 16, 2026 |
| Hartree Partners, LP | History | New | 30,000 | 1,712 | 0.37% | — | 211 | +30,000 | New | Q1 2026 | May 12, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 29,844 | 1,703 | 0.28% | 0.37% | 212 | -186 | -0.62% | Q1 2026 | Apr 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 28,953 | 1,652 | 0.0% | 0.0% | 213 | +2,477 | 9.36% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 28,549 | 1,629 | 0.01% | 0.01% | 214 | +955 | 3.46% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Reduced | 28,543 | 1,628 | 0.02% | 0.06% | 215 | -20,628 | -41.95% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 28,501 | 1,626 | 0.01% | 0.01% | 216 | +654 | 2.35% | Q1 2026 | May 05, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 28,118 | 1,604 | 0.4% | 0.38% | 217 | +733 | 2.68% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 28,065 | 1,601 | 0.04% | 0.04% | 218 | -2,775 | -9.0% | Q1 2026 | May 14, 2026 |
| OUTFITTERS FINANCIAL LLC | History | No change | 27,972 | 1,596 | 1.24% | 1.17% | 219 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 27,788 | 1,585 | 0.64% | 0.54% | 220 | +3,524 | 14.52% | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 27,531 | 1,571 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Greenline Partners, LLC | History | Added to | 27,163 | 1,550 | 0.17% | 0.15% | 222 | +2,744 | 11.24% | Q1 2026 | May 15, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 27,077 | 1,545 | 1.11% | 1.04% | 223 | +415 | 1.56% | Q1 2026 | May 07, 2026 |
| Virtu Financial LLC | History | Added to | 27,027 | 1,542 | 0.06% | 0.04% | 224 | +6,705 | 32.99% | Q1 2026 | May 14, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 27,000 | 1,540 | 0.87% | 0.9% | 225 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | New | 26,320 | 1,502 | 4.31% | — | 227 | +26,320 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 26,321 | 1,502 | 0.0% | 0.0% | 226 | +56 | 0.21% | Q1 2026 | May 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 26,278 | 1,499 | 0.01% | — | 228 | +26,278 | New | Q1 2026 | May 01, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 25,872 | 1,476 | 0.31% | — | 229 | +25,872 | New | Q1 2026 | May 04, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 25,685 | 1,465 | 0.05% | 0.04% | 230 | +187 | 0.73% | Q1 2026 | Apr 27, 2026 |
| Bramshill Investments, LLC | History | Reduced | 25,559 | 1,458 | 0.13% | 0.09% | 231 | -3,943 | -13.37% | Q1 2026 | May 15, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 25,000 | 1,426 | 0.53% | 0.48% | 232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | No change | 25,000 | 1,426 | 0.02% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 24,813 | 1,416 | 0.03% | 0.02% | 234 | +5,252 | 26.85% | Q1 2026 | May 01, 2026 |
| NATIXIS | History | No change | 23,958 | 1,367 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 23,533 | 1,343 | 0.04% | 0.03% | 236 | +525 | 2.28% | Q1 2026 | Apr 28, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 23,995 | 1,335 | 0.15% | 0.24% | 237 | -6,038 | -20.1% | Q1 2026 | Apr 10, 2026 |
| CHELSEA COUNSEL CO | History | No change | 25,000 | 1,334 | 0.57% | 0.57% | 238 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cannell & Spears LLC | History | Reduced | 22,800 | 1,301 | 0.03% | 0.03% | 239 | -6,700 | -22.71% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | Added to | 22,656 | 1,292 | 0.14% | 0.12% | 240 | +91 | 0.4% | Q1 2026 | Apr 20, 2026 |
| C2C Wealth Management, LLC | History | Added to | 22,321 | 1,273 | 1.08% | 0.99% | 241 | +400 | 1.82% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,298 | 1,272 | 0.03% | 0.02% | 242 | +2,122 | 10.52% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 22,266 | 1,270 | 0.01% | 0.01% | 244 | -4,324 | -16.26% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 22,385 | 1,270 | 0.07% | 0.06% | 243 | -166 | -0.74% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 22,175 | 1,265 | 0.0% | 0.0% | 245 | +201 | 0.91% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 22,481 | 1,255 | 0.0% | 0.0% | 246 | -399 | -1.74% | Q1 2026 | May 05, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 21,400 | 1,221 | 0.22% | 0.17% | 247 | +3,600 | 20.22% | Q1 2026 | May 05, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 21,348 | 1,218 | 0.17% | 0.17% | 248 | -1,417 | -6.22% | Q1 2026 | Apr 22, 2026 |
| Inspire Advisors, LLC | History | Added to | 21,235 | 1,211 | 0.1% | 0.1% | 249 | +1,798 | 9.25% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 21,165 | 1,207 | 0.09% | 0.09% | 250 | -1,300 | -5.79% | Q1 2026 | May 05, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 21,100 | 1,204 | 0.05% | 0.04% | 251 | +5,152 | 32.3% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 20,822 | 1,188 | 0.05% | 0.05% | 252 | -250 | -1.19% | Q1 2026 | Apr 21, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 20,814 | 1,187 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CVFG LLC | History | New | 20,700 | 1,181 | 0.15% | — | 254 | +20,700 | New | Q1 2026 | Apr 29, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 20,342 | 1,160 | 0.38% | 0.29% | 255 | +3,495 | 20.75% | Q1 2026 | Apr 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 20,290 | 1,157 | 0.01% | 0.01% | 256 | -1,021 | -4.79% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | No change | 20,156 | 1,150 | 0.13% | 0.12% | 257 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 19,427 | 1,108 | 0.01% | 0.01% | 258 | +8,737 | 81.73% | Q1 2026 | May 15, 2026 |
| Burford Brothers, Inc. | History | Added to | 18,890 | 1,078 | 0.44% | 0.38% | 259 | +1,441 | 8.26% | Q1 2026 | Apr 27, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 18,683 | 1,066 | 0.03% | 0.03% | 260 | -539 | -2.8% | Q1 2026 | Apr 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 18,175 | 1,037 | 0.01% | 0.01% | 261 | +1,806 | 11.03% | Q1 2026 | May 08, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 18,037 | 1,029 | 0.08% | 0.07% | 262 | +955 | 5.59% | Q1 2026 | May 13, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 17,616 | 1,005 | 0.1% | 0.09% | 263 | +1,275 | 7.8% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,516 | 988 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | New | 17,300 | 987 | 0.0% | — | 265 | +17,300 | New | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 17,260 | 985 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SL ADVISORS, LLC | History | No change | 17,229 | 983 | 1.66% | 1.88% | 267 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SYM FINANCIAL Corp | History | Added to | 16,609 | 947 | 0.09% | 0.02% | 268 | +12,784 | 334.22% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Reduced | 16,553 | 944 | 0.02% | 0.02% | 269 | -1,492 | -8.27% | Q1 2026 | Apr 27, 2026 |
| VELA Investment Management, LLC | History | Reduced | 16,513 | 942 | 0.22% | 0.68% | 270 | -37,933 | -69.67% | Q1 2026 | May 08, 2026 |
| SEARLE & CO. | History | Reduced | 16,400 | 935 | 0.24% | 0.24% | 271 | -1,000 | -5.75% | Q1 2026 | May 08, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 16,372 | 934 | 0.41% | 0.36% | 272 | +768 | 4.92% | Q1 2026 | Apr 30, 2026 |
| Fulcrum Asset Management LLP | History | No change | 16,052 | 925 | 0.14% | 0.24% | 273 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 16,017 | 914 | 0.14% | 0.14% | 274 | -662 | -3.97% | Q1 2026 | Apr 23, 2026 |
| FIRST INTERSTATE BANK | History | No change | 16,000 | 913 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Segment Wealth Management, LLC | History | No change | 15,447 | 881 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 15,433 | 880 | 0.1% | 0.05% | 277 | +8,730 | 130.24% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 15,152 | 864 | 0.04% | 0.04% | 278 | -814 | -5.1% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 15,129 | 863 | 0.03% | 0.04% | 279 | -5,782 | -27.65% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,881 | 849 | 0.0% | 0.0% | 280 | +2,914 | 24.35% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 14,698 | 838 | 0.02% | 0.02% | 281 | +27 | 0.18% | Q1 2026 | Apr 29, 2026 |
| Hardy Reed LLC | History | Reduced | 14,670 | 837 | 0.06% | 0.06% | 282 | -600 | -3.93% | Q1 2026 | Apr 28, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 14,385 | 820 | 0.03% | 0.02% | 283 | +396 | 2.83% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 14,282 | 815 | 0.0% | 0.0% | 284 | +3,587 | 33.54% | Q1 2026 | Apr 16, 2026 |
| Highlander Partners, L.P. | History | No change | 14,291 | 815 | 0.32% | 0.27% | 285 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 14,230 | 812 | 0.03% | — | 286 | +14,230 | New | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 14,133 | 806 | 0.0% | 0.0% | 287 | +2,968 | 26.58% | Q1 2026 | May 15, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 14,015 | 799 | 0.09% | 0.09% | 289 | -459 | -3.17% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | No change | 14,010 | 799 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 13,943 | 795 | 0.03% | 0.03% | 290 | -550 | -3.79% | Q1 2026 | May 08, 2026 |
| ARS Investment Partners, LLC | History | Added to | 13,900 | 793 | 0.04% | 0.04% | 291 | +1,000 | 7.75% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 13,871 | 791 | 0.01% | 0.01% | 293 | -7,722 | -35.76% | Q1 2026 | Apr 20, 2026 |
| Modus Advisors, LLC | History | Reduced | 13,875 | 791 | 0.22% | 0.28% | 292 | -5,731 | -29.23% | Q1 2026 | May 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 13,493 | 770 | 0.03% | 0.02% | 294 | +103 | 0.77% | Q1 2026 | Apr 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,472 | 768 | 0.03% | 0.03% | 295 | +2 | 0.01% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 13,333 | 760 | 0.0% | 0.0% | 296 | +1,809 | 15.7% | Q1 2026 | May 11, 2026 |
| Cornerstone Select Advisors, LLC | History | New | 13,259 | 756 | 0.47% | — | 297 | +13,259 | New | Q1 2026 | May 13, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 13,074 | 746 | 0.17% | 0.14% | 298 | -6 | -0.05% | Q1 2026 | Apr 13, 2026 |
| Advisory Advocates, LLC | History | Added to | 12,928 | 737 | 0.75% | 0.66% | 299 | +489 | 3.93% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,673 | 736 | 0.0% | 0.0% | 300 | +808 | 6.81% | Q1 2026 | May 15, 2026 |