MITSUBISHI UFJ FINANCIAL GROUP INC - MUFG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 95,689,304 | 1,623,847 | 0.55% | 0.5% | 1 | +2,413,185 | 2.59% | Q1 2026 | May 05, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 51,456,385 | 873,214 | 1.83% | 1.71% | 2 | -2,423,630 | -4.5% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,383,328 | 244,085 | 0.03% | 0.03% | 3 | +361,374 | 2.58% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 12,228,389 | 207,515 | 0.02% | 0.02% | 4 | -937,548 | -7.12% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 11,416,258 | 193,733 | 0.03% | 0.02% | 5 | +77,755 | 0.69% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 11,116,392 | 188,645 | 0.0% | 0.0% | 6 | +857,750 | 8.36% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 8,373,173 | 142,092 | 0.01% | 0.0% | 7 | +2,307,083 | 38.03% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Added to | 6,953,108 | 117,994 | 0.1% | 0.09% | 8 | +222,905 | 3.31% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 6,900,430 | 117,100 | 0.01% | 0.01% | 9 | -4,542 | -0.07% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,315,948 | 107,182 | 0.02% | 0.02% | 10 | +338,881 | 5.67% | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 6,189,329 | 105,032 | 0.3% | 0.26% | 11 | +172,442 | 2.87% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,086,159 | 86,312 | 0.02% | 0.02% | 12 | +933,090 | 22.47% | Q1 2026 | May 04, 2026 |
| FIL Ltd | History | Reduced | 4,845,638 | 82,230 | 0.06% | 0.06% | 13 | -181,207 | -3.6% | Q1 2026 | May 15, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 4,061,644 | 68,926 | 1.35% | 1.25% | 14 | +8,447 | 0.21% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 3,690,655 | 62,630 | 0.06% | 0.06% | 15 | -173,711 | -4.5% | Q1 2026 | May 13, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 3,453,543 | 58,607 | 0.08% | 0.11% | 16 | -1,363,046 | -28.3% | Q1 2026 | May 15, 2026 |
| Aviso Financial Inc. | History | New | 3,446,409 | 58,485 | 2.08% | — | 17 | +3,446,409 | New | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,373,906 | 57,255 | 0.03% | 0.02% | 18 | +420,236 | 14.23% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,837,773 | 46,312 | 0.0% | 0.0% | 19 | +348,680 | 14.01% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,707,507 | 45,946 | 0.06% | 0.06% | 20 | +187,362 | 7.43% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,571,318 | 43,635 | 0.01% | 0.0% | 21 | +1,444,726 | 128.24% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,543,450 | 43,162 | 0.01% | 0.01% | 22 | +133,917 | 5.56% | Q1 2026 | May 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 2,506,310 | 42,532 | 0.33% | 0.3% | 23 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,399,601 | 40,721 | 0.07% | 0.06% | 24 | +423,058 | 21.4% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 2,269,380 | 38,511 | 0.01% | 0.01% | 25 | -81,439 | -3.46% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,948,230 | 33,061 | 0.01% | 0.0% | 26 | +311,968 | 19.07% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,941,272 | 32,943 | 0.01% | 0.01% | 27 | -32,933 | -1.67% | Q1 2026 | May 07, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 1,698,895 | 28,830 | 0.16% | 0.11% | 28 | +599,994 | 54.6% | Q1 2026 | May 15, 2026 |
| Alphadyne Asset Management LP | History | New | 1,652,000 | 28,034 | 0.49% | — | 29 | +1,652,000 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,549,998 | 26,303 | 0.01% | 0.01% | 30 | +377,976 | 32.25% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,433,378 | 24,286 | 0.01% | 0.01% | 31 | +126,496 | 9.68% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,363,726 | 23,142 | 0.0% | 0.0% | 32 | +80,484 | 6.27% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,408,666 | 23,006 | 0.01% | 0.0% | 33 | +1,296,529 | 1156.2% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,315,784 | 22,328 | 0.02% | 0.01% | 34 | +147,394 | 12.62% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,280,764 | 21,722 | 0.02% | 0.02% | 35 | +165,184 | 14.81% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,217,563 | 20,662 | 0.0% | 0.0% | 36 | +1,157,071 | 1912.77% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,188,733 | 19,976 | 0.02% | 0.01% | 37 | +120,012 | 11.23% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,093,924 | 18,563 | 0.09% | 0.09% | 38 | +96,961 | 9.73% | Q1 2026 | May 13, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 1,077,231 | 18,280 | 0.19% | 0.21% | 39 | +49,589 | 4.83% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,006,250 | 17,076 | 0.01% | 0.0% | 40 | +889,939 | 765.14% | Q1 2026 | May 12, 2026 |
| 1832 Asset Management L.P. | History | Added to | 966,378 | 16,399 | 0.02% | 0.01% | 41 | +611 | 0.06% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 895,769 | 15,842 | 0.05% | 0.03% | 42 | +570,736 | 175.59% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 927,435 | 15,738 | 0.0% | 0.0% | 43 | +189,152 | 25.62% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 910,997 | 15,459 | 0.06% | 0.05% | 44 | +55,736 | 6.52% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 855,141 | 14,468 | 0.21% | 0.18% | 45 | +59,473 | 7.47% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 839,497 | 14,246 | 0.01% | 0.03% | 46 | -947,095 | -53.01% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 838,173 | 14,223 | 0.0% | 0.0% | 47 | -255,351 | -23.35% | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 824,088 | 13,984 | 0.15% | 0.19% | 48 | -285,426 | -25.73% | Q1 2026 | May 11, 2026 |
| DV EQUITIES, LLC | History | No change | 853,929 | 13,543 | 2.43% | 2.43% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 792,470 | 13,448 | 0.02% | 0.02% | 50 | +38,460 | 5.1% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 635,592 | 10,786 | 0.11% | 0.1% | 51 | +45,967 | 7.8% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Added to | 578,090 | 9,810 | 0.04% | 0.04% | 52 | +1,098 | 0.19% | Q1 2026 | May 11, 2026 |
| Permanens Capital L.P. | History | Added to | 575,644 | 9,768 | 1.26% | 1.1% | 53 | +42,411 | 7.95% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 568,168 | 9,641 | 0.02% | 0.01% | 54 | -5,440 | -0.95% | Q1 2026 | May 14, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 566,845 | 9,619 | 0.62% | 0.57% | 55 | -26,339 | -4.44% | Q1 2026 | May 07, 2026 |
| Guardian Partners Inc. | History | Reduced | 558,229 | 9,498 | 0.79% | 0.85% | 56 | -15,409 | -2.69% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 528,104 | 8,961 | 0.27% | 0.24% | 57 | +41,636 | 8.56% | Q1 2026 | Apr 27, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 525,366 | 8,915 | 0.01% | 0.01% | 58 | +14,044 | 2.75% | Q1 2026 | May 11, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 516,054 | 8,757 | 0.04% | 0.03% | 59 | +5,343 | 1.05% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 476,447 | 8,085 | 0.01% | 0.0% | 60 | +164,083 | 52.53% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 475,087 | 8,062 | 0.01% | 0.01% | 61 | +19,388 | 4.25% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | Added to | 474,451 | 8,051 | 0.07% | 0.06% | 62 | +61,214 | 14.81% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 469,765 | 7,971 | 0.08% | 0.08% | 63 | -36,389 | -7.19% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 441,561 | 7,493 | 0.01% | 0.01% | 64 | +24,282 | 5.82% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 437,318 | 7,421 | 0.01% | 0.01% | 65 | +52,535 | 13.65% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 423,984 | 7,195 | 0.01% | 0.01% | 66 | +1,096 | 0.26% | Q1 2026 | Apr 27, 2026 |
| XY Capital Ltd | History | Added to | 411,425 | 6,981 | 6.92% | 0.51% | 67 | +360,670 | 710.61% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | Added to | 401,363 | 6,811 | 0.12% | 0.09% | 68 | +90,259 | 29.01% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 396,182 | 6,723 | 0.0% | 0.0% | 69 | -2,013 | -0.51% | Q1 2026 | May 11, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 394,330 | 6,691 | 0.08% | 0.06% | 70 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 389,472 | 6,609 | 0.2% | 0.18% | 71 | +22,722 | 6.2% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 382,137 | 6,484 | 0.01% | 0.01% | 72 | +25,765 | 7.23% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 374,165 | 6,349 | 0.02% | 0.02% | 73 | -51,117 | -12.02% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 359,508 | 6,097 | 0.01% | 0.01% | 74 | +30,385 | 9.23% | Q1 2026 | May 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 354,314 | 6,012 | 0.22% | 0.21% | 75 | +990 | 0.28% | Q1 2026 | May 15, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 350,460 | 5,947 | 1.34% | 1.11% | 76 | -888 | -0.25% | Q1 2026 | Apr 13, 2026 |
| BAMCO INC /NY/ | History | Reduced | 336,533 | 5,710 | 0.02% | 0.02% | 77 | -86,431 | -20.43% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 336,212 | 5,706 | 0.0% | — | 78 | +336,212 | New | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 333,543 | 5,660 | 0.05% | 0.04% | 79 | -1,337 | -0.4% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 324,017 | 5,527 | 0.01% | 0.01% | 80 | +29,567 | 10.04% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 325,379 | 5,521 | 0.0% | 0.0% | 81 | +28,486 | 9.59% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 317,968 | 5,395 | 0.01% | 0.0% | 82 | +233,067 | 274.52% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 314,562 | 5,338 | 0.12% | 0.11% | 83 | +352 | 0.11% | Q1 2026 | May 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 309,549 | 5,253 | 0.55% | 0.44% | 84 | +9,425 | 3.14% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 296,958 | 5,042 | 0.0% | 0.0% | 85 | +18,144 | 6.51% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 295,559 | 5,015 | 0.02% | 0.02% | 86 | -54,622 | -15.6% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 294,222 | 4,992 | 0.01% | 0.0% | 87 | +61,769 | 26.57% | Q1 2026 | May 08, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | New | 282,488 | 4,966 | 0.91% | — | 88 | +282,488 | New | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 311,795 | 4,945 | 0.1% | 0.1% | 89 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 291,215 | 4,941 | 0.08% | 0.07% | 90 | +3,615 | 1.26% | Q1 2026 | Apr 07, 2026 |
| Gradient Investments LLC | History | New | 285,564 | 4,846 | 0.08% | — | 91 | +285,564 | New | Q1 2026 | Apr 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 281,114 | 4,770 | 0.08% | 0.08% | 92 | +18,653 | 7.11% | Q1 2026 | Apr 20, 2026 |
| Massar Capital Management, LP | History | No change | 280,000 | 4,751 | 0.51% | 0.48% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 276,412 | 4,690 | 0.01% | 0.01% | 94 | -68,782 | -19.93% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Reduced | 263,125 | 4,465 | 0.05% | 0.05% | 95 | -5,115 | -1.91% | Q1 2026 | May 05, 2026 |
| ALLIANZ SE | History | No change | 255,000 | 4,327 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 249,766 | 4,238 | 0.0% | 0.0% | 97 | +10,987 | 4.6% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 241,824 | 4,103 | 0.13% | 0.13% | 98 | +63,452 | 35.57% | Q1 2026 | Apr 29, 2026 |
| Henry James International Management Inc. | History | Added to | 240,106 | 4,074 | 1.47% | 0.56% | 99 | +127,220 | 112.7% | Q1 2026 | Apr 10, 2026 |
| Naviter Wealth, LLC | History | Added to | 235,830 | 4,002 | 0.5% | 0.47% | 100 | +8,712 | 3.84% | Q1 2026 | Apr 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 227,153 | 3,961 | 0.07% | 0.12% | 101 | +74,042 | 48.36% | Q1 2026 | May 01, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 229,938 | 3,902 | 0.12% | 0.1% | 102 | +22,064 | 10.61% | Q1 2026 | Apr 27, 2026 |
| Dorsey Wright & Associates | History | Added to | 223,030 | 3,784 | 0.47% | 0.55% | 103 | +62,918 | 39.3% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 210,327 | 3,569 | 0.0% | 0.0% | 104 | +8,251 | 4.08% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 208,443 | 3,537 | 0.01% | 0.0% | 105 | +103,851 | 99.29% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 196,298 | 3,331 | 0.02% | 0.02% | 107 | +14,197 | 7.8% | Q1 2026 | May 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 196,327 | 3,331 | 0.07% | 0.07% | 106 | -3,961 | -1.98% | Q1 2026 | May 15, 2026 |
| Winning Points Advisors, LLC | History | No change | 224,212 | 3,293 | 3.52% | 3.52% | 108 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 193,994 | 3,292 | 0.0% | 0.0% | 109 | +15,995 | 8.99% | Q1 2026 | Apr 27, 2026 |
| JCIC Asset Management Inc. | History | Added to | 186,469 | 3,164 | 0.97% | 0.87% | 110 | +7,829 | 4.38% | Q1 2026 | Apr 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 185,476 | 3,148 | 0.02% | 0.02% | 111 | +2,037 | 1.11% | Q1 2026 | Apr 07, 2026 |
| Compound Planning, Inc. | History | Added to | 184,145 | 3,124 | 0.1% | 0.08% | 112 | +10,415 | 5.99% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 179,892 | 3,052 | 0.07% | 0.06% | 113 | +17,916 | 11.06% | Q1 2026 | May 14, 2026 |
| Altman Advisors, Inc. | History | Reduced | 177,200 | 3,007 | 1.25% | 1.21% | 114 | -25,571 | -12.61% | Q1 2026 | May 05, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | New | 176,024 | 2,987 | 0.55% | — | 115 | +176,024 | New | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 175,830 | 2,983 | 0.01% | 0.01% | 116 | -15,691 | -8.19% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Added to | 170,238 | 2,888 | 0.07% | 0.06% | 117 | +4,838 | 2.93% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 168,100 | 2,852 | 0.0% | 0.02% | 118 | -815,188 | -82.9% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 164,232 | 2,726 | 0.0% | 0.0% | 119 | +22,111 | 15.56% | Q1 2026 | May 15, 2026 |
| Madison Asset Management, LLC | History | Added to | 159,836 | 2,712 | 0.03% | 0.03% | 120 | +10,266 | 6.86% | Q1 2026 | May 07, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Reduced | 157,661 | 2,675 | 2.21% | 2.51% | 121 | -34,515 | -17.96% | Q1 2026 | Apr 21, 2026 |
| Qtron Investments LLC | History | No change | 154,238 | 2,617 | 0.35% | 0.32% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 151,106 | 2,564 | 0.0% | 0.0% | 123 | -25,993 | -14.68% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 140,032 | 2,555 | 0.01% | 0.01% | 124 | +55,494 | 65.64% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 145,175 | 2,463 | 0.02% | 0.02% | 125 | +23,206 | 19.03% | Q1 2026 | May 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 139,534 | 2,367 | 0.13% | 0.09% | 126 | +32,364 | 30.2% | Q1 2026 | Apr 21, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 138,902 | 2,357 | 0.57% | 0.48% | 127 | +15,581 | 12.63% | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 138,725 | 2,354 | 0.03% | 0.03% | 128 | +6,723 | 5.09% | Q1 2026 | Apr 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 135,740 | 2,303 | 0.12% | 0.04% | 129 | +82,980 | 157.28% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 132,331 | 2,245 | 0.01% | 0.01% | 130 | +72,603 | 121.56% | Q1 2026 | Apr 30, 2026 |
| Ethic Inc. | History | Added to | 127,547 | 2,164 | 0.03% | 0.03% | 131 | +741 | 0.58% | Q1 2026 | Apr 27, 2026 |
| BTC Capital Management, Inc. | History | Added to | 126,368 | 2,144 | 0.15% | 0.14% | 132 | +850 | 0.68% | Q1 2026 | Apr 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 126,252 | 2,142 | 0.01% | 0.0% | 133 | +92,180 | 270.54% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 122,193 | 2,123 | 0.0% | 0.0% | 134 | +23,813 | 24.21% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 119,395 | 2,026 | 0.01% | 0.0% | 135 | +76,164 | 176.18% | Q1 2026 | Apr 24, 2026 |
| DRW Securities, LLC | History | Reduced | 117,772 | 1,998 | 0.03% | 0.07% | 136 | -40,727 | -25.7% | Q1 2026 | May 13, 2026 |
| INTRUST BANK NA | History | Added to | 115,681 | 1,963 | 0.16% | 0.15% | 137 | +4,797 | 4.33% | Q1 2026 | May 06, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 114,800 | 1,948 | 0.03% | 0.09% | 138 | -284,000 | -71.21% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 112,978 | 1,917 | 0.01% | 0.01% | 139 | +2,234 | 2.02% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 111,934 | 1,900 | 0.03% | 0.02% | 140 | +4,997 | 4.67% | Q1 2026 | May 01, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 111,432 | 1,891 | 0.03% | 0.02% | 141 | +7,520 | 7.24% | Q1 2026 | Apr 01, 2026 |
| BAILARD, INC. | History | Reduced | 109,125 | 1,851 | 0.04% | 0.04% | 142 | -4,214 | -3.72% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 108,769 | 1,845 | 0.0% | 0.0% | 143 | +10,914 | 11.15% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 107,783 | 1,829 | 0.0% | 0.0% | 144 | -23,507 | -17.9% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 105,782 | 1,795 | 0.0% | 0.0% | 145 | -1,118 | -1.05% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 100,572 | 1,780 | 0.02% | 0.02% | 146 | -9,153 | -8.34% | Q1 2026 | Apr 07, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 101,829 | 1,728 | 0.31% | 0.28% | 147 | -3,908 | -3.7% | Q1 2026 | Apr 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 100,670 | 1,708 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Added to | 100,399 | 1,703 | 0.02% | 0.02% | 149 | +6,842 | 7.31% | Q1 2026 | May 12, 2026 |
| GREENLEAF TRUST | History | Reduced | 98,822 | 1,677 | 0.02% | 0.02% | 150 | -22,145 | -18.31% | Q1 2026 | Apr 27, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 98,845 | 1,677 | 0.86% | 0.84% | 151 | -3,400 | -3.33% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 100,440 | 1,639 | 0.06% | 0.06% | 152 | +2,621 | 2.68% | Q1 2026 | May 15, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 91,129 | 1,546 | 0.04% | 0.02% | 153 | +57,504 | 171.02% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 90,283 | 1,532 | 0.02% | 0.02% | 154 | -8,909 | -8.98% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 84,373 | 1,514 | 0.03% | 0.02% | 155 | +3,280 | 4.04% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 88,700 | 1,505 | 0.52% | 0.25% | 156 | +29,000 | 48.58% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 87,675 | 1,487 | 0.01% | 0.01% | 157 | +9,149 | 11.65% | Q1 2026 | Apr 27, 2026 |
| ABC ARBITRAGE SA | History | Added to | 85,154 | 1,445 | 0.19% | 0.04% | 158 | +59,712 | 234.7% | Q1 2026 | May 04, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 84,570 | 1,435 | 0.05% | 0.04% | 159 | +4,170 | 5.19% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 83,188 | 1,411 | 0.0% | 0.0% | 160 | +1,370 | 1.67% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 81,447 | 1,382 | 0.0% | 0.0% | 161 | -16,131 | -16.53% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 81,259 | 1,378 | 0.02% | 0.02% | 162 | +4,733 | 6.18% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 81,088 | 1,376 | 0.06% | 0.03% | 163 | +31,898 | 64.85% | Q1 2026 | May 14, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 79,565 | 1,350 | 0.13% | 0.12% | 164 | -108 | -0.14% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 83,331 | 1,321 | 0.0% | 0.0% | 165 | +70,324 | 540.66% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | New | 77,711 | 1,318 | 0.0% | — | 168 | +77,711 | New | Q1 2026 | May 04, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 77,668 | 1,318 | 0.02% | 0.02% | 166 | +8,001 | 11.48% | Q1 2026 | May 15, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 77,711 | 1,318 | 0.05% | 0.04% | 167 | -3,132 | -3.87% | Q1 2026 | May 04, 2026 |
| Jain Global LLC | History | Reduced | 76,926 | 1,305 | 0.01% | 0.01% | 169 | -89,245 | -53.71% | Q1 2026 | May 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 76,800 | 1,303 | 0.07% | 0.06% | 170 | -250 | -0.32% | Q1 2026 | Apr 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 75,424 | 1,279 | 0.0% | 0.0% | 171 | +115 | 0.15% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 69,462 | 1,178 | 0.01% | 0.0% | 173 | +48,188 | 226.51% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 69,437 | 1,178 | 0.12% | 0.12% | 172 | +11,050 | 18.93% | Q1 2026 | Apr 06, 2026 |
| Trexquant Investment LP | History | Reduced | 68,957 | 1,170 | 0.01% | 0.09% | 174 | -553,850 | -88.93% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Added to | 67,630 | 1,147 | 0.24% | 0.23% | 175 | +6,095 | 9.9% | Q1 2026 | Apr 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 67,034 | 1,137 | 0.11% | 0.1% | 176 | -377 | -0.56% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 66,996 | 1,136 | 0.06% | 0.06% | 177 | -5,642 | -7.77% | Q1 2026 | May 04, 2026 |
| GeoWealth Management, LLC | History | Added to | 66,728 | 1,132 | 0.04% | 0.02% | 178 | +35,425 | 113.17% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 66,203 | 1,123 | 0.08% | 0.07% | 179 | +1,784 | 2.77% | Q1 2026 | Apr 20, 2026 |
| EWA, LLC | History | Reduced | 65,794 | 1,116 | 0.25% | 0.26% | 180 | -229 | -0.35% | Q1 2026 | Apr 23, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | New | 65,743 | 1,115 | 0.01% | — | 181 | +65,743 | New | Q1 2026 | May 15, 2026 |
| Portside Wealth Group, LLC | History | Added to | 64,230 | 1,089 | 0.15% | 0.13% | 182 | +3,954 | 6.56% | Q1 2026 | May 12, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 63,928 | 1,084 | 0.21% | 0.17% | 183 | +11,132 | 21.08% | Q1 2026 | May 12, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 62,005 | 1,077 | 0.21% | 0.21% | 184 | -1,445 | -2.28% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 63,437 | 1,076 | 0.0% | 0.0% | 185 | +10,199 | 19.16% | Q1 2026 | Jun 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 63,185 | 1,072 | 0.02% | 0.01% | 186 | +16,061 | 34.08% | Q1 2026 | Jun 02, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 63,069 | 1,070 | 0.31% | 0.28% | 187 | -213 | -0.34% | Q1 2026 | May 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 61,941 | 1,051 | 0.02% | 0.01% | 188 | +6,582 | 11.89% | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Added to | 61,231 | 1,039 | 0.05% | 0.05% | 189 | +4,645 | 8.21% | Q1 2026 | Apr 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 60,432 | 1,025 | 0.0% | 0.0% | 190 | +4,392 | 7.84% | Q1 2026 | May 13, 2026 |
| Entropy Technologies, LP | History | Added to | 60,019 | 1,018 | 0.05% | 0.03% | 192 | +20,940 | 53.58% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 60,029 | 1,018 | 0.01% | 0.01% | 191 | -2,547 | -4.07% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Reduced | 59,199 | 1,004 | 0.01% | 0.03% | 193 | -100,774 | -62.99% | Q1 2026 | May 15, 2026 |
| Limestone Investment Advisors LP | History | No change | 59,213 | 1,004 | 0.08% | 0.09% | 194 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 58,368 | 990 | 0.02% | 0.08% | 195 | -180,696 | -75.58% | Q1 2026 | Apr 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 58,071 | 985 | 0.0% | 0.01% | 196 | -1,380,284 | -95.96% | Q1 2026 | May 15, 2026 |
| Themes Management Co LLC | History | Reduced | 56,606 | 960 | 0.59% | 0.71% | 197 | -3,295 | -5.5% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 56,436 | 957 | 0.01% | 0.0% | 198 | +1,514 | 2.76% | Q1 2026 | Apr 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 53,619 | 909 | 0.13% | 0.13% | 199 | +1,870 | 3.61% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 56,217 | 891 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DMC Group, LLC | History | Added to | 52,473 | 890 | 0.6% | 0.54% | 201 | +1,670 | 3.29% | Q1 2026 | Apr 30, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 52,186 | 885 | 0.01% | 0.01% | 202 | +28,763 | 122.8% | Q1 2026 | May 12, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 55,697 | 883 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 52,032 | 882 | 0.17% | 0.14% | 204 | +6,400 | 14.03% | Q1 2026 | Apr 22, 2026 |
| IMC-Chicago, LLC | History | New | 51,800 | 879 | 0.0% | — | 205 | +51,800 | New | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 51,781 | 878 | 0.0% | 0.0% | 206 | -5,476 | -9.56% | Q1 2026 | May 06, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 51,181 | 868 | 0.04% | 0.03% | 207 | +5,906 | 13.04% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | New | 50,826 | 862 | 0.01% | — | 209 | +50,826 | New | Q1 2026 | May 06, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 50,841 | 862 | 0.08% | 0.08% | 208 | +2,280 | 4.7% | Q1 2026 | Apr 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 50,128 | 850 | 0.02% | 0.01% | 211 | +3,135 | 6.67% | Q1 2026 | May 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 50,111 | 850 | 0.01% | 0.01% | 210 | +1,151 | 2.35% | Q1 2026 | Apr 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 48,977 | 831 | 0.3% | 0.15% | 212 | +22,537 | 85.24% | Q1 2026 | May 15, 2026 |
| Henshaw Capital LLC | History | No change | 48,563 | 824 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q1 2026 | May 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 48,481 | 822 | 0.04% | 0.05% | 214 | -7,351 | -13.17% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Added to | 48,381 | 821 | 0.07% | 0.05% | 215 | +5,389 | 12.53% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 47,567 | 807 | 0.02% | 0.02% | 216 | +12,888 | 37.16% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 47,298 | 802 | 0.03% | — | 217 | +47,298 | New | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 46,304 | 785 | 0.0% | 0.0% | 218 | +107 | 0.23% | Q1 2026 | May 26, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 45,767 | 776 | 0.04% | 0.04% | 219 | +555 | 1.23% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 45,363 | 769 | 0.05% | 0.04% | 220 | +7,819 | 20.83% | Q1 2026 | Apr 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 44,166 | 749 | 0.01% | 0.01% | 222 | +15,221 | 52.59% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 44,193 | 749 | 0.01% | 0.01% | 221 | +2,858 | 6.91% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 43,941 | 745 | 0.04% | 0.04% | 223 | +3,010 | 7.35% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 43,512 | 738 | 0.0% | 0.0% | 224 | -1,622 | -3.59% | Q1 2026 | May 08, 2026 |
| Five Oceans Advisors | History | No change | 43,112 | 731 | 0.26% | 0.24% | 225 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 42,639 | 723 | 0.0% | 0.0% | 227 | +8,615 | 25.32% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 42,656 | 723 | 0.0% | 0.0% | 226 | -3,230 | -7.04% | Q1 2026 | May 07, 2026 |
| Fiera Capital Corp | History | Added to | 42,394 | 719 | 0.0% | 0.0% | 228 | +5,052 | 13.53% | Q1 2026 | May 12, 2026 |
| Successful Portfolios LLC | History | No change | 44,032 | 719 | 0.4% | 0.38% | 229 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 42,115 | 714 | 0.17% | 0.15% | 230 | +561 | 1.35% | Q1 2026 | Apr 29, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 41,896 | 710 | 0.02% | 0.05% | 231 | -59,864 | -58.83% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 41,734 | 708 | 0.01% | 0.22% | 232 | -485,122 | -92.08% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 41,680 | 707 | 0.0% | 0.0% | 233 | -6,010 | -12.6% | Q1 2026 | Apr 24, 2026 |
| InTrack Investment Management Inc | History | Added to | 41,169 | 698 | 0.4% | 0.36% | 234 | +180 | 0.44% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 40,337 | 684 | 0.01% | 0.01% | 235 | -6,636 | -14.13% | Q1 2026 | May 14, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 36,573 | 680 | 0.04% | 0.04% | 236 | +732 | 2.04% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 39,993 | 678 | 0.01% | 0.01% | 237 | -510 | -1.26% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 39,801 | 675 | 0.08% | 0.1% | 238 | -14,843 | -27.16% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 39,700 | 673 | 0.0% | 0.0% | 239 | -4,000 | -9.15% | Q1 2026 | May 13, 2026 |
| Gallacher Capital Management LLC | History | Added to | 39,661 | 673 | 0.26% | 0.24% | 240 | +772 | 1.99% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,304 | 669 | 0.0% | 0.0% | 241 | +2,594 | 7.26% | Q1 2026 | Apr 08, 2026 |
| Optas, LLC | History | Added to | 39,188 | 665 | 0.1% | 0.1% | 242 | +271 | 0.7% | Q1 2026 | Apr 24, 2026 |
| NORDEN GROUP LLC | History | Added to | 38,236 | 648 | 0.06% | 0.06% | 243 | +1,212 | 3.27% | Q1 2026 | Apr 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 37,991 | 644 | 0.03% | 0.12% | 245 | -87,853 | -69.81% | Q1 2026 | Apr 16, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 37,991 | 644 | 0.12% | 0.11% | 244 | -30 | -0.08% | Q1 2026 | Apr 28, 2026 |
| Frec Markets, Inc. | History | Added to | 37,904 | 643 | 0.11% | 0.13% | 246 | +10,319 | 37.41% | Q1 2026 | May 13, 2026 |
| Traveka Wealth, LLC | History | Added to | 37,848 | 642 | 0.25% | 0.24% | 247 | +442 | 1.18% | Q1 2026 | Apr 22, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 37,680 | 639 | 0.19% | 0.18% | 248 | +1,432 | 3.95% | Q1 2026 | Apr 17, 2026 |
| West Family Investments, Inc. | History | Reduced | 36,531 | 619 | 0.22% | 0.26% | 249 | -33,143 | -47.57% | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 35,982 | 610 | 0.01% | 0.01% | 250 | -11,555 | -24.31% | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | No change | 34,020 | 577 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 33,612 | 570 | 0.08% | 0.07% | 252 | -889 | -2.58% | Q1 2026 | Apr 15, 2026 |
| Cetera Trust Company, N.A | History | No change | 33,020 | 560 | 0.32% | 0.28% | 253 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Added to | 32,275 | 547 | 0.0% | 0.0% | 254 | +8,370 | 35.01% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 32,181 | 546 | 0.01% | 0.02% | 255 | -20,102 | -38.45% | Q1 2026 | May 08, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 31,871 | 540 | 0.0% | 0.0% | 256 | -16,530 | -34.15% | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | Added to | 31,770 | 539 | 0.03% | 0.02% | 257 | +701 | 2.26% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Reduced | 28,995 | 534 | 0.02% | 0.02% | 258 | -1,344 | -4.43% | Q1 2026 | Apr 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 31,110 | 527 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 31,019 | 526 | 0.0% | 0.0% | 260 | +20,389 | 191.81% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 28,942 | 525 | 0.07% | 0.09% | 261 | -70 | -0.24% | Q1 2026 | May 11, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 30,412 | 516 | 0.03% | 0.02% | 263 | +4,381 | 16.83% | Q1 2026 | Apr 29, 2026 |
| Main Street Research LLC | History | Added to | 30,448 | 516 | 0.03% | 0.03% | 262 | +243 | 0.8% | Q1 2026 | Apr 30, 2026 |
| First National Bank of Hutchinson | History | New | 30,303 | 514 | 0.33% | — | 264 | +30,303 | New | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 29,965 | 508 | 0.0% | 0.0% | 265 | +10,139 | 51.14% | Q1 2026 | May 11, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 29,180 | 495 | 0.01% | 0.01% | 266 | +10,000 | 52.14% | Q1 2026 | May 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 28,994 | 492 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 28,926 | 490 | 0.0% | 0.0% | 268 | -2,986 | -9.36% | Q1 2026 | May 15, 2026 |
| Hunter Perkins Capital Management, LLC | History | Reduced | 28,330 | 481 | 0.11% | 0.12% | 269 | -4,370 | -13.36% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 27,486 | 466 | 0.05% | 0.05% | 270 | -1,204 | -4.2% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 27,290 | 463 | 0.01% | 0.01% | 272 | +2,316 | 9.27% | Q1 2026 | May 04, 2026 |
| Clarius Group, LLC | History | No change | 29,236 | 463 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Savant Capital, LLC | History | Added to | 27,131 | 460 | 0.0% | 0.0% | 273 | +10,605 | 64.17% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 27,155 | 460 | 0.0% | 0.0% | 274 | +816 | 3.1% | Q1 2026 | May 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 26,129 | 443 | 0.01% | 0.02% | 275 | -1,284 | -4.68% | Q1 2026 | Apr 27, 2026 |
| Te Ahumairangi Investment Management Ltd | History | Added to | 25,674 | 435 | 0.07% | 0.06% | 276 | +3,220 | 14.34% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 25,200 | 427 | 0.0% | — | 277 | +25,200 | New | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 24,990 | 424 | 0.0% | 0.01% | 278 | -30,102 | -54.64% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | New | 24,985 | 423 | 0.01% | — | 280 | +24,985 | New | Q1 2026 | May 12, 2026 |
| Hardy Reed LLC | History | Added to | 24,964 | 423 | 0.03% | 0.03% | 279 | +2,011 | 8.76% | Q1 2026 | Apr 28, 2026 |
| PDS Planning, Inc | History | No change | 24,756 | 420 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 24,398 | 414 | 0.0% | 0.0% | 282 | -23,350 | -48.9% | Q1 2026 | Apr 29, 2026 |
| Cromwell Holdings LLC | History | No change | 24,134 | 409 | 0.23% | 0.21% | 283 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Added to | 23,792 | 403 | 0.01% | 0.01% | 284 | +1,746 | 7.92% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 23,727 | 402 | 0.01% | 0.0% | 285 | +6,957 | 41.48% | Q1 2026 | May 04, 2026 |
| Gibbs Wealth Management | History | Added to | 22,939 | 389 | 0.05% | 0.04% | 287 | +12,632 | 122.56% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 22,931 | 389 | 0.0% | 0.0% | 286 | -3,466 | -13.13% | Q1 2026 | Apr 20, 2026 |
| AlTi Global, Inc. | History | Added to | 22,871 | 388 | 0.01% | 0.0% | 288 | +11,383 | 99.09% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 22,811 | 387 | 0.0% | 0.01% | 289 | +2,659 | 13.19% | Q1 2026 | May 12, 2026 |
| SYM FINANCIAL Corp | History | Added to | 22,788 | 386 | 0.04% | 0.03% | 290 | +1,459 | 6.84% | Q1 2026 | May 08, 2026 |
| J.Safra Asset Management Corp | History | New | 22,426 | 380 | 0.02% | — | 291 | +22,426 | New | Q1 2026 | May 04, 2026 |
| May Hill Capital, LLC | History | Added to | 22,380 | 379 | 0.1% | 0.09% | 292 | +303 | 1.37% | Q1 2026 | May 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 22,030 | 373 | 0.01% | 0.01% | 294 | -1,136 | -4.9% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 22,004 | 373 | 0.0% | 0.0% | 293 | -953 | -4.15% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 21,715 | 368 | 0.0% | 0.0% | 295 | -26,863 | -55.3% | Q1 2026 | Apr 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 21,678 | 367 | 0.05% | 0.04% | 296 | +4,180 | 23.89% | Q1 2026 | Apr 28, 2026 |
| AXQ CAPITAL, LP | History | New | 21,407 | 363 | 0.05% | — | 297 | +21,407 | New | Q1 2026 | May 13, 2026 |
| Storgate, LLC | History | New | 21,222 | 360 | 0.28% | — | 298 | +21,222 | New | Q1 2026 | May 06, 2026 |
| a16z Perennial Management, L.P. | History | No change | 21,108 | 358 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 20,995 | 356 | 0.0% | 0.0% | 300 | +4,833 | 29.9% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 20,753 | 352 | 0.0% | 0.0% | 301 | +3,515 | 20.39% | Q1 2026 | Apr 15, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 20,522 | 348 | 0.06% | 0.05% | 302 | +646 | 3.25% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 20,384 | 345 | 0.01% | 0.01% | 303 | +2,156 | 11.83% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 20,538 | 342 | 0.0% | 0.0% | 304 | +1,717 | 9.12% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 20,154 | 342 | 0.09% | 0.08% | 305 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Choate Investment Advisors | History | Added to | 19,666 | 333 | 0.01% | 0.01% | 306 | +227 | 1.17% | Q1 2026 | May 13, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | Added to | 19,608 | 332 | 0.03% | 0.01% | 307 | +7,541 | 62.49% | Q1 2026 | May 08, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 18,251 | 329 | 0.03% | 0.02% | 308 | +3,502 | 23.74% | Q1 2026 | Apr 29, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 19,220 | 326 | 0.04% | 0.03% | 309 | -100 | -0.52% | Q1 2026 | May 01, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 19,047 | 323 | 0.11% | 0.12% | 310 | -1,300 | -6.39% | Q1 2026 | Apr 21, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 18,781 | 318 | 0.03% | 0.03% | 311 | +1,623 | 9.46% | Q1 2026 | Apr 09, 2026 |
| MAI Capital Management | History | Added to | 18,602 | 315 | 0.0% | 0.0% | 312 | +11,978 | 180.83% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 18,509 | 314 | 0.01% | 0.0% | 313 | +405 | 2.24% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 18,462 | 313 | 0.01% | 0.01% | 314 | -852 | -4.41% | Q1 2026 | May 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 18,390 | 312 | 0.05% | 0.05% | 316 | -1,872 | -9.24% | Q1 2026 | May 01, 2026 |
| PALLADIEM, LLC | History | No change | 17,198 | 312 | 0.3% | 0.26% | 315 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Livet Wealth, LLC | History | Added to | 18,297 | 310 | 0.2% | 0.17% | 317 | +1,196 | 6.99% | Q1 2026 | Apr 24, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 18,217 | 309 | 0.01% | 0.01% | 318 | +2,568 | 16.41% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 17,847 | 302 | 0.0% | 0.0% | 319 | -1,834 | -9.32% | Q1 2026 | May 13, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 17,741 | 301 | 0.08% | 0.06% | 320 | +3,317 | 23.0% | Q1 2026 | Apr 17, 2026 |
| Foster Group, Inc. | History | Added to | 17,588 | 298 | 0.01% | 0.01% | 322 | +304 | 1.76% | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 17,579 | 298 | 0.03% | 0.02% | 321 | +95 | 0.54% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 17,371 | 294 | 0.03% | 0.03% | 323 | -182 | -1.04% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 17,307 | 293 | 0.0% | 0.0% | 324 | -379 | -2.14% | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 17,139 | 290 | 0.0% | 0.0% | 325 | -84 | -0.49% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 17,044 | 289 | 0.01% | 0.01% | 326 | +5,851 | 52.27% | Q1 2026 | May 11, 2026 |
| XPONANCE LLC | History | Added to | 16,582 | 281 | 0.0% | 0.0% | 327 | +1,745 | 11.76% | Q1 2026 | May 13, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 15,797 | 277 | 0.12% | 0.13% | 328 | -3,685 | -18.91% | Q1 2026 | May 04, 2026 |
| Mattson Financial Services, LLC | History | New | 16,170 | 274 | 0.07% | — | 330 | +16,170 | New | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 16,156 | 274 | 0.01% | 0.01% | 329 | -2,979 | -15.57% | Q1 2026 | Apr 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,951 | 270 | 0.0% | 0.0% | 331 | +1,693 | 11.87% | Q1 2026 | Apr 10, 2026 |
| First Affirmative Financial Network | History | New | 15,648 | 265 | 0.1% | — | 332 | +15,648 | New | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 15,535 | 263 | 0.0% | 0.0% | 333 | +3,899 | 33.51% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 15,456 | 262 | 0.01% | 0.01% | 334 | +1,801 | 13.19% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 15,418 | 261 | 0.0% | 0.0% | 335 | +976 | 6.76% | Q1 2026 | Apr 22, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 15,342 | 260 | 0.02% | 0.02% | 336 | -2,905 | -15.92% | Q1 2026 | May 28, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 15,362 | 260 | 0.02% | 0.02% | 338 | +2,762 | 21.92% | Q1 2026 | May 07, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 15,321 | 260 | 0.0% | 0.0% | 337 | +2,429 | 18.84% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 15,336 | 260 | 0.0% | 0.0% | 339 | +1,430 | 10.28% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,277 | 259 | 0.0% | 0.0% | 340 | +1,390 | 10.01% | Q1 2026 | Apr 20, 2026 |
| Brown Financial Advisors | History | New | 15,211 | 258 | 0.1% | — | 342 | +15,211 | New | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 15,238 | 258 | 0.06% | 0.05% | 341 | +1,324 | 9.52% | Q1 2026 | Apr 10, 2026 |
| CIBC Bancorp USA Inc. | History | New | 15,201 | 257 | 0.0% | — | 344 | +15,201 | New | Q1 2026 | May 12, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Added to | 15,180 | 257 | 0.2% | 0.18% | 343 | +2,028 | 15.42% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,088 | 256 | 0.0% | 0.0% | 345 | +555 | 3.82% | Q1 2026 | Apr 30, 2026 |
| HUB Investment Partners, LLC | History | Added to | 14,876 | 252 | 0.01% | 0.01% | 346 | +1,186 | 8.66% | Q1 2026 | May 15, 2026 |
| Canopy Partners, LLC | History | Reduced | 14,867 | 252 | 0.09% | 0.08% | 347 | -291 | -1.92% | Q1 2026 | May 11, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 14,391 | 244 | 0.1% | 0.08% | 348 | +519 | 3.74% | Q1 2026 | Apr 20, 2026 |
| WRAPMANAGER INC | History | Added to | 14,161 | 240 | 0.08% | 0.06% | 349 | +2,113 | 17.54% | Q1 2026 | May 11, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 14,118 | 239 | 0.17% | 0.04% | 350 | -219 | -1.53% | Q1 2026 | Apr 14, 2026 |
| CERTUITY, LLC | History | Added to | 14,044 | 238 | 0.02% | 0.01% | 351 | +68 | 0.49% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 13,978 | 237 | 0.0% | 0.0% | 352 | +419 | 3.09% | Q1 2026 | Apr 27, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 13,914 | 236 | 0.0% | 0.0% | 353 | -1,509 | -9.78% | Q1 2026 | Apr 08, 2026 |
| XXI WEALTH, LLC | History | New | 13,448 | 228 | 0.13% | — | 354 | +13,448 | New | Q1 2026 | May 07, 2026 |
| Crestwood Advisors Group, LLC | History | New | 13,319 | 226 | 0.0% | — | 356 | +13,319 | New | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 13,376 | 226 | 0.01% | 0.01% | 355 | -554 | -3.98% | Q1 2026 | Apr 07, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 13,172 | 223 | 0.01% | 0.01% | 357 | +1,396 | 11.85% | Q1 2026 | Apr 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 13,000 | 220 | 0.02% | 0.01% | 358 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Horizon Investments, LLC | History | Added to | 12,804 | 217 | 0.0% | 0.0% | 360 | +7,613 | 146.66% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 12,126 | 217 | 0.0% | 0.01% | 359 | +96 | 0.8% | Q1 2026 | May 11, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 12,692 | 215 | 0.03% | 0.04% | 361 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 12,392 | 210 | 0.0% | 0.0% | 362 | -9,702 | -43.91% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 12,266 | 208 | 0.0% | 0.0% | 363 | -99,657 | -89.04% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | New | 11,724 | 207 | 0.0% | — | 365 | +11,724 | New | Q1 2026 | May 14, 2026 |
| Sunpointe, LLC | History | No change | 12,204 | 207 | 0.07% | 0.06% | 364 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ascent Group, LLC | History | Added to | 12,022 | 204 | 0.01% | 0.01% | 367 | +1,426 | 13.46% | Q1 2026 | May 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 12,024 | 204 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WINDWARD CAPITAL MANAGEMENT CO /CA | History | Reduced | 12,013 | 203 | 0.02% | 0.02% | 368 | -6,465 | -34.99% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 11,925 | 202 | 0.02% | 0.02% | 369 | -12,763 | -51.7% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Added to | 11,856 | 201 | 0.0% | 0.0% | 370 | +1,173 | 10.98% | Q1 2026 | Apr 16, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 11,755 | 199 | 0.01% | 0.01% | 371 | -212 | -1.77% | Q1 2026 | Apr 17, 2026 |
| SCOTIA CAPITAL INC. | History | New | 11,698 | 198 | 0.0% | — | 374 | +11,698 | New | Q1 2026 | May 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 11,692 | 198 | 0.01% | 0.02% | 372 | -1,987 | -14.53% | Q1 2026 | May 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 11,710 | 198 | 0.01% | 0.01% | 373 | +1,156 | 10.95% | Q1 2026 | May 06, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 11,303 | 197 | 0.01% | 0.02% | 375 | -6,349 | -35.97% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | New | 11,547 | 195 | 0.02% | — | 376 | +11,547 | New | Q1 2026 | May 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 11,485 | 194 | 0.09% | 0.09% | 377 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 11,350 | 192 | 0.01% | 0.01% | 378 | -2,500 | -18.05% | Q1 2026 | May 08, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 11,334 | 192 | 0.17% | 0.12% | 379 | +677 | 6.35% | Q1 2026 | Apr 24, 2026 |
| SELDON CAPITAL LP | History | Reduced | 11,273 | 191 | 0.07% | 1.29% | 380 | -223,293 | -95.19% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 11,986 | 190 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | New | 11,181 | 189 | 0.0% | — | 383 | +11,181 | New | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 11,183 | 189 | 0.0% | 0.0% | 382 | -2,347 | -17.35% | Q1 2026 | Apr 28, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 11,085 | 188 | 0.08% | 0.08% | 385 | +780 | 7.57% | Q1 2026 | Apr 29, 2026 |
| VanderPol Investments L.L.C. | History | No change | 11,871 | 188 | 0.33% | 0.33% | 384 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LVW Advisors, LLC | History | New | 11,076 | 187 | 0.02% | — | 386 | +11,076 | New | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 10,945 | 185 | 0.01% | 0.02% | 388 | -22,651 | -67.42% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | No change | 10,946 | 185 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Leo Wealth, LLC | History | Added to | 10,822 | 183 | 0.01% | 0.01% | 389 | +313 | 2.98% | Q1 2026 | May 05, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 10,830 | 183 | 0.02% | 0.02% | 390 | -174 | -1.58% | Q1 2026 | Apr 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,731 | 182 | 0.01% | 0.0% | 391 | +300 | 2.88% | Q1 2026 | Apr 21, 2026 |
| Wallace Advisory Group, LLC | History | Added to | 10,727 | 182 | 0.19% | 0.18% | 392 | +186 | 1.76% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,700 | 181 | 0.0% | 0.0% | 393 | -957,321 | -98.89% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 10,676 | 181 | 0.05% | 0.04% | 394 | +406 | 3.95% | Q1 2026 | Apr 29, 2026 |
| Sepio Capital, LP | History | New | 10,554 | 179 | 0.01% | — | 395 | +10,554 | New | Q1 2026 | May 13, 2026 |
| Campbell Deegan Wealth Management, LLC | History | New | 10,500 | 178 | 0.14% | — | 396 | +10,500 | New | Q1 2026 | May 08, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 10,392 | 176 | 0.0% | 0.0% | 397 | -172 | -1.63% | Q1 2026 | May 12, 2026 |
| Soltis Investment Advisors LLC | History | New | 10,352 | 175 | 0.01% | — | 398 | +10,352 | New | Q1 2026 | Apr 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 10,331 | 175 | 0.01% | — | 399 | +10,331 | New | Q1 2026 | May 06, 2026 |
| Iron Gate Global Advisors LLC | History | New | 10,285 | 174 | 0.02% | — | 400 | +10,285 | New | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | New | 10,229 | 173 | 0.0% | — | 401 | +10,229 | New | Q1 2026 | Apr 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 10,155 | 172 | 0.01% | 0.01% | 402 | -31 | -0.3% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,738 | 165 | 0.0% | 0.0% | 403 | -365 | -3.61% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 9,100 | 154 | 0.0% | — | 404 | +9,100 | New | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | Reduced | 9,029 | 153 | 0.01% | 0.01% | 405 | -735 | -7.53% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 8,607 | 146 | 0.0% | 0.0% | 406 | -448 | -4.95% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 8,388 | 142 | 0.05% | — | 407 | +8,388 | New | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 7,439 | 126 | 0.03% | — | 409 | +7,439 | New | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 7,443 | 126 | 0.01% | 0.01% | 408 | +535 | 7.74% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 7,316 | 124 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 7,022 | 119 | 0.0% | 0.0% | 411 | +291 | 4.32% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 6,906 | 117 | 0.01% | 0.01% | 412 | -1,296 | -15.8% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,386 | 108 | 0.0% | 0.0% | 413 | +70 | 1.11% | Q1 2026 | May 08, 2026 |
| Addison Advisors LLC | History | Added to | 5,522 | 93 | 0.02% | 0.02% | 414 | +22 | 0.4% | Q1 2026 | May 08, 2026 |
| Anfield Capital Management, LLC | History | New | 5,057 | 85 | 0.02% | — | 415 | +5,057 | New | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 4,795 | 81 | 0.0% | 0.0% | 416 | -8,384 | -63.62% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Added to | 4,489 | 76 | 0.02% | 0.01% | 417 | +1,287 | 40.19% | Q1 2026 | Apr 13, 2026 |
| Solstein Capital, LLC | History | New | 4,380 | 74 | 0.03% | — | 418 | +4,380 | New | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 4,220 | 73 | 0.01% | 0.01% | 419 | -4 | -0.09% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 4,260 | 72 | 0.0% | 0.03% | 420 | -70,854 | -94.33% | Q1 2026 | May 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 3,894 | 66 | 0.05% | 0.05% | 421 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | No change | 3,903 | 66 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,356 | 56 | 0.01% | 0.01% | 424 | +55 | 1.67% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,348 | 56 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,086 | 52 | 0.0% | 0.0% | 425 | +114 | 3.84% | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 2,859 | 48 | 0.0% | 0.0% | 426 | +1,601 | 127.27% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,774 | 47 | 0.0% | 0.0% | 427 | -27 | -0.96% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Added to | 2,693 | 45 | 0.0% | 0.0% | 428 | +1,343 | 99.48% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,415 | 41 | 0.0% | 0.0% | 429 | -159 | -6.18% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 2,346 | 39 | 0.0% | 0.0% | 431 | +949 | 67.93% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 2,348 | 39 | 0.0% | 0.0% | 430 | -159 | -6.34% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,175 | 38 | 0.0% | 0.0% | 432 | -307 | -12.37% | Q1 2026 | Apr 27, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 2,238 | 37 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Key FInancial Inc | History | Added to | 2,129 | 36 | 0.01% | 0.01% | 434 | +297 | 16.21% | Q1 2026 | Apr 24, 2026 |
| Essential Partners LLC | History | No change | 2,079 | 35 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,005 | 34 | 0.0% | — | 438 | +2,005 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,005 | 34 | 0.0% | 0.0% | 437 | -557 | -21.74% | Q1 2026 | Apr 24, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 2,173 | 34 | 0.05% | 0.05% | 436 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPL Wealth Management, LLC | History | New | 1,895 | 32 | 0.01% | — | 440 | +1,895 | New | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,846 | 32 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,867 | 31 | 0.0% | 0.0% | 441 | +31 | 1.69% | Q1 2026 | Apr 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 1,862 | 31 | 0.01% | 0.01% | 442 | -11 | -0.59% | Q1 2026 | Apr 06, 2026 |
| MATHER GROUP, LLC. | History | New | 1,800 | 30 | 0.0% | — | 444 | +1,800 | New | Q1 2026 | Apr 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,737 | 30 | 0.0% | 0.0% | 443 | +122 | 7.55% | Q1 2026 | May 06, 2026 |
| Whipplewood Advisors, LLC | History | New | 1,718 | 29 | 0.02% | — | 445 | +1,718 | New | Q1 2026 | Apr 30, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,697 | 28 | 0.02% | 0.01% | 447 | +716 | 72.99% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,657 | 28 | 0.0% | 0.0% | 446 | +28 | 1.72% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,531 | 25 | 0.0% | 0.0% | 448 | +527 | 52.49% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,498 | 25 | 0.0% | 0.0% | 449 | +325 | 27.71% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,637 | 25 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wellington Grp LLC | History | New | 1,425 | 24 | 0.01% | — | 451 | +1,425 | New | Q1 2026 | May 22, 2026 |
| Grove Bank & Trust | History | No change | 1,365 | 23 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,354 | 22 | 0.0% | — | 454 | +1,354 | New | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,346 | 22 | 0.0% | 0.0% | 453 | +166 | 14.07% | Q1 2026 | Apr 23, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,283 | 21 | 0.01% | — | 456 | +1,283 | New | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | Added to | 1,271 | 21 | 0.0% | 0.0% | 455 | +402 | 46.26% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,224 | 20 | 0.0% | 0.0% | 457 | +333 | 37.37% | Q1 2026 | Apr 13, 2026 |
| TD Capital Management LLC | History | Added to | 1,212 | 20 | 0.0% | 0.0% | 459 | +327 | 36.95% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 1,205 | 20 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,158 | 20 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,162 | 19 | 0.0% | — | 461 | +1,100 | 1774.19% | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,067 | 18 | 0.0% | 0.0% | 464 | +737 | 223.33% | Q1 2026 | Apr 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,096 | 18 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,066 | 18 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | New | 1,058 | 17 | 0.0% | — | 468 | +1,058 | New | Q1 2026 | May 19, 2026 |
| NBT BANK N A /NY | History | New | 1,030 | 17 | 0.0% | — | 467 | +1,030 | New | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Added to | 994 | 17 | 0.0% | 0.0% | 466 | +520 | 109.7% | Q1 2026 | May 11, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 1,004 | 17 | 0.0% | 0.0% | 465 | +501 | 99.6% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 950 | 16 | 0.01% | 0.01% | 469 | +278 | 41.37% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | No change | 867 | 14 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 796 | 13 | 0.0% | — | 474 | +796 | New | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 787 | 13 | 0.0% | — | 473 | +787 | New | Q1 2026 | Apr 29, 2026 |
| Arlington Trust Co LLC | History | New | 771 | 13 | 0.0% | — | 475 | +771 | New | Q1 2026 | Apr 08, 2026 |
| Bare Financial Services, Inc | History | Added to | 777 | 13 | 0.0% | 0.0% | 472 | +138 | 21.6% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Added to | 794 | 13 | 0.0% | 0.0% | 471 | +133 | 20.12% | Q1 2026 | May 08, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 751 | 12 | 0.0% | 0.99% | 480 | -472,031 | -99.84% | Q1 2026 | May 12, 2026 |
| Park Place Capital Corp | History | Reduced | 741 | 12 | 0.0% | 0.0% | 479 | -53 | -6.68% | Q1 2026 | Apr 09, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 763 | 12 | 0.01% | 0.01% | 481 | -12 | -1.55% | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 745 | 12 | 0.0% | 0.0% | 477 | -1 | -0.13% | Q1 2026 | Apr 07, 2026 |
| Dunhill Financial, LLC | History | Reduced | 755 | 12 | 0.0% | 0.0% | 478 | -1 | -0.13% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 726 | 12 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 681 | 11 | 0.0% | 0.0% | 482 | +223 | 48.69% | Q1 2026 | Apr 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 650 | 11 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 641 | 10 | 0.0% | 0.0% | 484 | -106 | -14.19% | Q1 2026 | Apr 30, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 599 | 10 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 611 | 10 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 549 | 9 | 0.0% | — | 492 | +549 | New | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 534 | 9 | 0.0% | — | 491 | +534 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 534 | 9 | 0.0% | — | 493 | +534 | New | Q1 2026 | May 13, 2026 |
| CNB Bank | History | No change | 535 | 9 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 554 | 9 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 620 | 9 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 578 | 9 | 0.0% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 493 | 8 | 0.0% | 0.0% | 494 | +98 | 24.81% | Q1 2026 | Apr 23, 2026 |
| Independence Bank of Kentucky | History | No change | 480 | 8 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bravera Wealth | History | No change | 475 | 8 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 461 | 7 | 0.01% | — | 503 | +461 | New | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 456 | 7 | 0.0% | — | 501 | +456 | New | Q1 2026 | Apr 29, 2026 |
| EFG International AG | History | Added to | 465 | 7 | 0.0% | — | 500 | +426 | 1092.31% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | New | 385 | 7 | 0.0% | — | 502 | +385 | New | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 420 | 7 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bangor Savings Bank | History | No change | 429 | 7 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Sunbelt Securities, Inc. | History | No change | 459 | 7 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Berbice Capital Management LLC | History | New | 400 | 6 | 0.0% | — | 507 | +400 | New | Q1 2026 | May 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 400 | 6 | 0.0% | 0.0% | 504 | +273 | 214.96% | Q1 2026 | Apr 30, 2026 |
| HighMark Wealth Management LLC | History | No change | 368 | 6 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Benson Wealth Management INC | History | No change | 371 | 6 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Key Capital Management, INC | History | New | 302 | 5 | 0.0% | — | 511 | +302 | New | Q1 2026 | May 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 303 | 5 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clean Yield Group | History | No change | 339 | 5 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 327 | 5 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Truvestments Capital LLC | History | New | 260 | 4 | 0.0% | — | 516 | +260 | New | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Reduced | 278 | 4 | 0.0% | 0.0% | 514 | -162 | -36.82% | Q1 2026 | Apr 10, 2026 |
| Nemes Rush Group LLC | History | Reduced | 271 | 4 | 0.0% | 0.0% | 515 | -42 | -13.42% | Q1 2026 | Apr 21, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 290 | 4 | 0.0% | 0.0% | 512 | -12 | -3.97% | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 287 | 4 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | New | 214 | 3 | 0.0% | — | 525 | +214 | New | Q1 2026 | Apr 21, 2026 |
| Dogwood Wealth Management LLC | History | New | 208 | 3 | 0.0% | — | 526 | +208 | New | Q1 2026 | May 12, 2026 |
| HM PAYSON & CO | History | New | 200 | 3 | 0.0% | — | 524 | +200 | New | Q1 2026 | Apr 13, 2026 |
| Hamrick Investment Counsel, llc | History | New | 200 | 3 | 0.0% | — | 527 | +200 | New | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 235 | 3 | 0.0% | 0.0% | 517 | +89 | 60.96% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | Reduced | 181 | 3 | 0.0% | 0.0% | 519 | -80 | -30.65% | Q1 2026 | Apr 06, 2026 |
| CVA Family Office, LLC | History | Added to | 208 | 3 | 0.0% | 0.0% | 520 | +61 | 41.5% | Q1 2026 | Apr 29, 2026 |
| American Capital Advisory, LLC | History | Added to | 201 | 3 | 0.0% | 0.0% | 521 | +45 | 28.85% | Q1 2026 | Apr 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 178 | 3 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Granite FO LLC | History | No change | 186 | 3 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 215 | 3 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 171 | 2 | 0.0% | — | 537 | +171 | New | Q1 2026 | Apr 17, 2026 |
| Bogart Wealth, LLC | History | New | 171 | 2 | 0.0% | — | 538 | +171 | New | Q1 2026 | Apr 28, 2026 |
| Kilter Group LLC | History | Added to | 148 | 2 | 0.0% | — | 534 | +136 | 1133.33% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Reduced | 133 | 2 | 0.0% | 0.0% | 528 | -55 | -29.26% | Q1 2026 | May 07, 2026 |
| Avion Wealth | History | No change | 169 | 2 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 177 | 2 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 120 | 2 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Stephens Consulting, LLC | History | No change | 144 | 2 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WealthCollab, LLC | History | No change | 171 | 2 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 145 | 2 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advocate Investing Services LLC | History | No change | 120 | 2 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 108 | 1 | 0.0% | — | 544 | +108 | New | Q1 2026 | Apr 30, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 108 | 1 | 0.0% | — | 545 | +108 | New | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | New | 65 | 1 | 0.0% | — | 543 | +65 | New | Q1 2026 | May 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 113 | 1 | 0.0% | 0.0% | 539 | -9 | -7.38% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 112 | 1 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WPG Advisers, LLC | History | No change | 82 | 1 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.02% | — | -568,938 | -100.0% | Q1 2026 | May 15, 2026 |
| Journey Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -512,737 | -100.0% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -436,157 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -322,044 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -229,846 | -100.0% | Q1 2026 | May 15, 2026 |
| Alaethes Wealth, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -198,399 | -100.0% | Q1 2026 | May 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -172,340 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -137,115 | -100.0% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -123,765 | -100.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -85,512 | -100.0% | Q1 2026 | May 06, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.04% | — | -84,995 | -100.0% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -79,088 | -100.0% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -77,968 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -73,040 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -71,407 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -59,232 | -100.0% | Q1 2026 | May 01, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,762 | -100.0% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,264 | -100.0% | Q1 2026 | May 13, 2026 |
| Keel Point, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -36,649 | -100.0% | Q1 2026 | May 29, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,982 | -100.0% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -31,308 | -100.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,589 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,056 | -100.0% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,897 | -100.0% | Q1 2026 | May 14, 2026 |
| Dauntless Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -18,413 | -100.0% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 53 | 0 | — | 0.07% | — | -16,979 | -99.69% | Q1 2026 | May 11, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -16,574 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,369 | -100.0% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,381 | -100.0% | Q1 2026 | May 11, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.04% | — | -11,763 | -100.0% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,492 | -100.0% | Q1 2026 | May 14, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -11,430 | -100.0% | Q1 2026 | Apr 23, 2026 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,040 | -100.0% | Q1 2026 | May 01, 2026 |
| NATURAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,250 | -100.0% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,223 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,200 | -100.0% | Q1 2026 | May 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,149 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q1 2026 | Apr 22, 2026 |
| apricus wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,000 | -100.0% | Q1 2026 | Apr 22, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,922 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,899 | -100.0% | Q1 2026 | May 05, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,666 | -100.0% | Q1 2026 | May 12, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,093 | -100.0% | Q1 2026 | Apr 15, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -947 | -100.0% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -738 | -100.0% | Q1 2026 | May 08, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -661 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -483 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -364 | -100.0% | Q1 2026 | May 06, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q1 2026 | Apr 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | — | — | -62 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | Apr 28, 2026 |
| Frazier Financial Advisors, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q1 2026 | May 05, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | Apr 13, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 14, 2026 |
| GODSEY & GIBB, INC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 20, 2026 |
| Stone House Investment Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 22, 2026 |
| Trust Co | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bayforest Capital Ltd | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |