PROSHARES TRUST - NOBL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 9,206,273 | 975,957 | 0.06% | 0.06% | 1 | -441,667 | -4.58% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,432,858 | 469,927 | 0.03% | 0.04% | 2 | -223,861 | -4.81% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,025,065 | 320,687 | 0.09% | 0.09% | 3 | -91,585 | -2.94% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,816,435 | 192,560 | 0.04% | 0.04% | 4 | -85,340 | -4.49% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 1,755,257 | 186,074 | 0.03% | 0.03% | 5 | -32,768 | -1.83% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,738,196 | 184,266 | 0.06% | 0.06% | 6 | -122,518 | -6.58% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,657,609 | 175,711 | 0.76% | 0.71% | 7 | +30,273 | 1.86% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 1,367,917 | 145,012 | 2.12% | 2.07% | 8 | +51,064 | 3.88% | Q1 2026 | Apr 09, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,360,095 | 144,184 | 0.03% | 0.02% | 9 | -74,590 | -5.2% | Q1 2026 | May 15, 2026 |
| ROCKLAND TRUST CO | History | Added to | 727,490 | 77,121 | 3.09% | 2.88% | 10 | +24,839 | 3.54% | Q1 2026 | Apr 16, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 644,773 | 68,352 | 1.46% | 1.43% | 11 | -5,550 | -0.85% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 576,845 | 61,151 | 0.09% | 0.09% | 12 | -44,843 | -7.21% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 573,165 | 60,761 | 0.06% | 0.07% | 13 | -73,098 | -11.31% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 464,941 | 49,288 | 0.39% | 0.39% | 14 | -11,027 | -2.32% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 455,619 | 48,300 | 0.01% | 0.01% | 15 | -76,957 | -14.45% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 440,873 | 46,753 | 0.07% | 0.07% | 16 | -23,879 | -5.14% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 426,824 | 45,248 | 0.12% | 0.13% | 17 | -38,262 | -8.23% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 404,468 | 42,878 | 0.11% | 0.11% | 18 | -43,091 | -9.63% | Q1 2026 | Apr 22, 2026 |
| IAM Advisory, LLC | History | Reduced | 383,198 | 40,622 | 9.1% | 8.94% | 19 | -3,469 | -0.9% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 361,235 | 38,294 | 0.06% | 0.05% | 20 | +42,290 | 13.26% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 358,457 | 38,000 | 0.07% | 0.07% | 21 | +798 | 0.22% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 264,681 | 28,058 | 0.02% | 0.02% | 22 | -13,767 | -4.94% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 257,249 | 27,271 | 0.03% | 0.02% | 23 | +3,181 | 1.25% | Q1 2026 | May 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 256,059 | 27,144 | 3.8% | 2.28% | 24 | +95,269 | 59.25% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 258,037 | 26,982 | 0.01% | 0.01% | 25 | +24,773 | 10.62% | Q1 2026 | May 15, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 258,826 | 26,936 | 3.86% | 3.86% | 26 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 228,345 | 24,206 | 0.01% | 0.01% | 27 | +43,328 | 23.42% | Q1 2026 | May 04, 2026 |
| Carrera Capital Advisors | History | Reduced | 224,050 | 23,751 | 3.66% | 5.84% | 28 | -109,482 | -32.83% | Q1 2026 | May 04, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 196,184 | 20,797 | 12.98% | 11.23% | 29 | +5,605 | 2.94% | Q1 2026 | May 07, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 189,366 | 20,074 | 5.38% | 6.4% | 30 | +28,743 | 17.89% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 184,100 | 19,516 | 0.0% | 0.0% | 31 | +161,177 | 703.12% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 184,667 | 19,492 | 0.06% | 0.12% | 32 | +3,036 | 1.67% | Q1 2026 | May 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 174,026 | 18,448 | 2.03% | 1.99% | 33 | -2,027 | -1.15% | Q1 2026 | Apr 16, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 171,248 | 18,153 | 5.15% | 5.56% | 34 | -14,632 | -7.87% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 169,929 | 18,014 | 0.01% | 0.05% | 35 | +6,300 | 3.85% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 169,430 | 17,961 | 0.01% | 0.01% | 36 | +936 | 0.56% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 165,696 | 17,565 | 0.13% | 0.11% | 37 | +30,806 | 22.84% | Q1 2026 | May 15, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Added to | 161,050 | 17,072 | 4.23% | 2.99% | 38 | +42,943 | 36.36% | Q1 2026 | Apr 22, 2026 |
| SMITH, MOORE & CO. | History | Added to | 157,530 | 16,699 | 1.21% | 1.17% | 39 | +8,907 | 5.99% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 155,252 | 16,458 | 0.08% | 0.08% | 40 | +1,275 | 0.83% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 152,951 | 16,214 | 0.25% | 0.25% | 41 | -11,721 | -7.12% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 152,023 | 16,115 | 0.09% | 0.15% | 42 | -105,269 | -40.91% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 145,689 | 15,444 | 0.0% | 0.0% | 43 | +45,382 | 45.24% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 145,549 | 15,429 | 0.36% | 0.62% | 44 | +21,244 | 17.09% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 144,844 | 15,355 | 0.02% | 0.02% | 45 | -1,474 | -1.01% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 144,674 | 15,056 | 0.1% | 0.11% | 46 | -10,408 | -6.71% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 141,414 | 14,991 | 0.02% | 0.02% | 47 | -20,658 | -12.75% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 141,264 | 14,975 | 0.17% | 0.17% | 48 | +19,098 | 15.63% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 134,336 | 14,240 | 0.0% | 0.0% | 49 | +56,879 | 73.43% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 127,260 | 13,490 | 0.01% | 0.01% | 50 | -1,658 | -1.29% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 124,990 | 13,250 | 0.06% | 0.07% | 51 | -11,133 | -8.18% | Q1 2026 | Apr 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 120,828 | 12,804 | 0.08% | 0.08% | 52 | -4,350 | -3.48% | Q1 2026 | May 15, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Reduced | 120,387 | 12,762 | 1.49% | 1.46% | 53 | -9,918 | -7.61% | Q1 2026 | May 15, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 117,041 | 12,407 | 4.82% | 4.49% | 54 | +17,409 | 17.47% | Q1 2026 | Apr 22, 2026 |
| Essex Financial Services, Inc. | History | Added to | 114,202 | 12,106 | 0.68% | 0.67% | 55 | +1,469 | 1.3% | Q1 2026 | Apr 24, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 113,355 | 12,016 | 11.33% | 7.06% | 56 | +45,296 | 66.55% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 110,121 | 11,460 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 107,772 | 11,424 | 3.16% | 2.66% | 58 | +4,316 | 4.17% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 107,042 | 11,347 | 0.02% | 0.0% | 59 | +105,968 | 9866.67% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Reduced | 99,414 | 10,538 | 0.01% | 0.01% | 60 | -817 | -0.82% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 99,047 | 10,499 | 0.01% | 0.02% | 61 | -38,782 | -28.14% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 97,359 | 10,321 | 0.01% | 0.01% | 62 | +4,328 | 4.65% | Q1 2026 | May 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 94,463 | 10,278 | 0.71% | 0.76% | 63 | -5,145 | -5.17% | Q1 2026 | Apr 29, 2026 |
| Jump Financial, LLC | History | New | 95,726 | 10,147 | 0.14% | — | 64 | +95,726 | New | Q1 2026 | May 14, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 94,932 | 10,063 | 1.4% | 1.34% | 65 | -1,399 | -1.45% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 94,621 | 10,030 | 0.01% | 0.01% | 66 | +2,582 | 2.81% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 93,368 | 9,897 | 0.12% | 0.13% | 67 | +3,360 | 3.73% | Q1 2026 | Apr 23, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 92,899 | 9,848 | 1.96% | 1.85% | 68 | +6,875 | 7.99% | Q1 2026 | Apr 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 90,604 | 9,604 | 0.53% | 0.22% | 69 | +52,767 | 139.46% | Q1 2026 | Apr 30, 2026 |
| Gerald Baker Financial Group LLC | History | New | 90,076 | 9,548 | 3.02% | — | 70 | +90,076 | New | Q1 2026 | May 06, 2026 |
| Galilei Investment Office LLP | History | Reduced | 87,951 | 9,321 | 4.83% | 6.58% | 71 | -46,189 | -34.43% | Q1 2026 | May 13, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 87,636 | 9,290 | 2.1% | 2.19% | 72 | -2,847 | -3.15% | Q1 2026 | Apr 22, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 85,938 | 9,110 | 2.48% | 2.3% | 73 | +3,040 | 3.67% | Q1 2026 | Apr 27, 2026 |
| Centurion Wealth Management LLC | History | Added to | 85,284 | 9,040 | 2.04% | 1.71% | 74 | +10,430 | 13.93% | Q1 2026 | Apr 10, 2026 |
| Integrated Advisors Network LLC | History | Added to | 84,847 | 8,994 | 0.47% | 0.27% | 75 | +26,009 | 44.2% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 83,711 | 8,762 | 0.0% | 0.0% | 76 | -31,417 | -27.29% | Q1 2026 | May 13, 2026 |
| Ted Buchan & Co | History | Added to | 80,325 | 8,515 | 3.09% | 2.58% | 77 | +12,906 | 19.14% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 79,194 | 8,395 | 0.02% | 0.02% | 78 | +21,187 | 36.52% | Q1 2026 | May 08, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 78,704 | 8,343 | 1.52% | 1.53% | 79 | -145 | -0.18% | Q1 2026 | Apr 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 78,184 | 8,288 | 0.01% | 0.02% | 80 | -45,046 | -36.55% | Q1 2026 | May 15, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 78,021 | 8,270 | 2.96% | 2.96% | 81 | -940 | -1.19% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 76,894 | 8,151 | 0.03% | 0.03% | 82 | +16,611 | 27.56% | Q1 2026 | Apr 30, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 73,483 | 7,958 | 1.7% | 1.92% | 83 | -5,810 | -7.33% | Q1 2026 | May 01, 2026 |
| Benchmark Financial, LLC | History | Added to | 74,331 | 7,879 | 7.07% | 7.03% | 84 | +6,520 | 9.61% | Q1 2026 | Apr 21, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 73,986 | 7,843 | 0.05% | 0.05% | 85 | -494 | -0.66% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Reduced | 73,632 | 7,805 | 0.1% | 0.11% | 86 | -818 | -1.1% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 72,503 | 7,686 | 0.02% | 0.02% | 87 | -2,161 | -2.89% | Q1 2026 | May 04, 2026 |
| Legacy Private Trust Co. | History | Reduced | 72,295 | 7,663 | 0.47% | 0.47% | 88 | -4,023 | -5.27% | Q1 2026 | Apr 07, 2026 |
| PRING TURNER CAPITAL GROUP INC | History | No change | 73,491 | 7,648 | 4.6% | 4.73% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 71,692 | 7,600 | 1.69% | 2.07% | 90 | -16,981 | -19.15% | Q1 2026 | Apr 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 71,367 | 7,565 | 0.26% | 0.17% | 91 | -2,574 | -3.48% | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 71,044 | 7,531 | 0.01% | 0.01% | 92 | -1,419 | -1.96% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 69,114 | 7,326 | 0.59% | 0.57% | 93 | -1,508 | -2.14% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 68,449 | 7,256 | 0.52% | 0.51% | 94 | +177 | 0.26% | Q1 2026 | May 15, 2026 |
| Allred Capital Management, LLC | History | Added to | 67,320 | 7,135 | 2.6% | 2.45% | 95 | +2,216 | 3.4% | Q1 2026 | May 13, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 67,060 | 7,109 | 0.77% | 0.77% | 96 | +446 | 0.67% | Q1 2026 | Apr 24, 2026 |
| Cypress Capital, LLC | History | Reduced | 66,649 | 7,065 | 2.01% | 2.61% | 97 | -23,077 | -25.72% | Q1 2026 | Apr 28, 2026 |
| TICINO WEALTH | History | Reduced | 60,554 | 7,051 | 2.45% | 2.42% | 98 | -2,281 | -3.63% | Q1 2026 | Apr 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 66,458 | 7,039 | 0.22% | 0.23% | 99 | -33,023 | -33.2% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Reduced | 66,244 | 7,022 | 0.08% | 0.09% | 100 | -7,997 | -10.77% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Added to | 65,595 | 6,953 | 0.0% | 0.0% | 101 | +2,438 | 3.86% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 65,042 | 6,895 | 0.22% | 0.24% | 102 | +1,363 | 2.14% | Q1 2026 | May 07, 2026 |
| Lynx Investment Advisory | History | Added to | 64,651 | 6,853 | 3.28% | 2.96% | 103 | +12,573 | 24.14% | Q1 2026 | Apr 24, 2026 |
| Prism Advisors, Inc. | History | No change | 64,080 | 6,793 | 1.81% | 1.78% | 104 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 62,737 | 6,650 | 0.0% | 0.0% | 105 | +4,100 | 6.99% | Q1 2026 | Apr 30, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 62,265 | 6,600 | 1.7% | 1.64% | 106 | +2,287 | 3.81% | Q1 2026 | Apr 09, 2026 |
| World Investment Advisors | History | Reduced | 61,825 | 6,554 | 0.11% | 0.11% | 107 | -766 | -1.22% | Q1 2026 | Apr 27, 2026 |
| VIAWEALTH, LLC | History | Added to | 61,462 | 6,515 | 3.63% | 3.58% | 108 | +283 | 0.46% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 60,335 | 6,396 | 0.2% | — | 109 | +60,335 | New | Q1 2026 | May 15, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 59,607 | 6,318 | 2.5% | 2.45% | 110 | -966 | -1.59% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 125,444 | 6,248 | 0.01% | 0.01% | 111 | +37,570 | 42.75% | Q1 2026 | Apr 08, 2026 |
| SouthState Bank Corp | History | Added to | 58,867 | 6,240 | 0.29% | 0.03% | 112 | +51,509 | 700.04% | Q1 2026 | May 05, 2026 |
| MRWM Advisors, LLC | History | Reduced | 57,501 | 6,095 | 3.3% | 4.17% | 113 | -17,183 | -23.01% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 56,570 | 5,997 | 0.0% | 0.0% | 114 | +9,315 | 19.71% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 55,791 | 5,914 | 0.33% | 0.34% | 115 | -1,059 | -1.86% | Q1 2026 | May 13, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 55,761 | 5,911 | 3.76% | 3.67% | 116 | -1,433 | -2.51% | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | Added to | 55,621 | 5,783 | 0.01% | 0.01% | 117 | +2,577 | 4.86% | Q1 2026 | May 15, 2026 |
| MSH Capital Advisors LLC | History | Added to | 53,761 | 5,699 | 1.21% | 1.15% | 118 | +2,051 | 3.97% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 53,408 | 5,662 | 0.06% | 0.08% | 119 | -15,745 | -22.77% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 53,131 | 5,632 | 0.41% | 0.38% | 120 | +853 | 1.63% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 51,514 | 5,460 | 0.03% | 0.03% | 121 | +1,420 | 2.83% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,225 | 5,324 | 0.0% | 0.0% | 122 | +215 | 0.43% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 49,019 | 5,197 | 0.15% | 0.15% | 123 | +40 | 0.08% | Q1 2026 | Apr 21, 2026 |
| One Capital Management, LLC | History | Reduced | 48,856 | 5,179 | 0.14% | 0.16% | 124 | -3,007 | -5.8% | Q1 2026 | May 12, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 48,359 | 5,126 | 1.85% | 0.31% | 125 | +39,956 | 475.5% | Q1 2026 | Apr 30, 2026 |
| RoundAngle Advisors LLC | History | Added to | 48,283 | 5,118 | 3.82% | 3.63% | 126 | +404 | 0.84% | Q1 2026 | Apr 08, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 48,747 | 5,073 | 7.68% | 7.68% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 47,424 | 5,027 | 0.06% | 0.06% | 128 | -2,761 | -5.5% | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | Added to | 46,493 | 4,928 | 0.37% | 0.23% | 129 | +32,727 | 237.74% | Q1 2026 | Apr 28, 2026 |
| Private Capital Management, LLC | History | Added to | 46,148 | 4,892 | 0.49% | 0.42% | 130 | +2,471 | 5.66% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 45,571 | 4,830 | 0.02% | 0.02% | 131 | +6,870 | 17.75% | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | Added to | 45,509 | 4,824 | 0.54% | 0.51% | 132 | +907 | 2.03% | Q1 2026 | May 01, 2026 |
| Caldwell Trust Co | History | Reduced | 44,709 | 4,739 | 0.42% | 0.43% | 133 | -1,465 | -3.17% | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 44,713 | 4,738 | 0.25% | 0.22% | 134 | -1,333 | -2.89% | Q1 2026 | May 12, 2026 |
| Apollon Financial, LLC | History | Reduced | 44,223 | 4,688 | 0.65% | 0.67% | 135 | -229 | -0.52% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | Added to | 43,420 | 4,603 | 0.04% | 0.06% | 136 | +704 | 1.65% | Q1 2026 | May 06, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 42,301 | 4,484 | 0.95% | 1.2% | 137 | +4,718 | 12.55% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 41,365 | 4,385 | 0.02% | 0.02% | 138 | +322 | 0.78% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 41,294 | 4,377 | 0.01% | — | 139 | +41,294 | New | Q1 2026 | May 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 40,043 | 4,319 | 1.19% | 1.24% | 140 | -3,190 | -7.38% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 40,695 | 4,314 | 0.02% | 0.02% | 141 | +7,382 | 22.16% | Q1 2026 | Apr 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 39,922 | 4,232 | 0.09% | 0.04% | 142 | +23,235 | 139.24% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Reduced | 39,481 | 4,186 | 0.07% | 0.07% | 143 | -1,064 | -2.62% | Q1 2026 | Apr 14, 2026 |
| Concord Wealth Partners | History | Reduced | 38,497 | 4,081 | 0.53% | 0.52% | 144 | -332 | -0.86% | Q1 2026 | May 01, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 38,501 | 4,079 | 0.49% | 0.47% | 145 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 38,261 | 4,055 | 0.01% | 0.01% | 146 | +2,181 | 6.04% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 38,218 | 4,051 | 0.01% | 0.01% | 147 | +5,913 | 18.3% | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 38,885 | 4,046 | 0.31% | 0.31% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 38,026 | 4,031 | 0.13% | 0.14% | 149 | -891 | -2.29% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 38,732 | 4,030 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Marble Wealth, LLC | History | Reduced | 37,894 | 4,017 | 0.7% | 1.05% | 151 | -34,853 | -47.91% | Q1 2026 | May 14, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 37,640 | 3,990 | 0.67% | 0.69% | 152 | -537 | -1.41% | Q1 2026 | May 01, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 37,560 | 3,981 | 1.14% | — | 154 | +37,560 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 37,560 | 3,981 | 1.14% | 1.21% | 153 | -208 | -0.55% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 37,366 | 3,961 | 0.09% | 0.12% | 155 | -8,276 | -18.13% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 37,226 | 3,946 | 0.04% | 0.05% | 156 | -1,191 | -3.1% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 36,857 | 3,907 | 0.24% | 0.26% | 157 | -1,235 | -3.24% | Q1 2026 | Apr 27, 2026 |
| Allen Capital Group, LLC | History | No change | 37,332 | 3,885 | 0.36% | 0.36% | 158 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 36,352 | 3,852 | 0.04% | 0.04% | 159 | +521 | 1.45% | Q1 2026 | Apr 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 34,340 | 3,640 | 0.19% | 0.19% | 160 | -44 | -0.13% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 33,930 | 3,596 | 0.16% | 0.17% | 161 | -2,104 | -5.84% | Q1 2026 | May 12, 2026 |
| Trek Financial, LLC | History | Added to | 33,624 | 3,564 | 0.19% | 0.2% | 162 | +191 | 0.57% | Q1 2026 | May 13, 2026 |
| Avant Capital LLC | History | Reduced | 33,153 | 3,514 | 2.47% | 2.58% | 163 | -2,941 | -8.15% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 33,136 | 3,512 | 0.0% | 0.0% | 164 | -15,393 | -31.72% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 32,929 | 3,490 | 1.77% | 1.48% | 165 | +5,545 | 20.25% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 32,165 | 3,409 | 0.04% | 0.04% | 166 | +56 | 0.17% | Q1 2026 | Apr 20, 2026 |
| Everest Financial Group LLC | History | New | 31,974 | 3,389 | 0.56% | — | 167 | +31,974 | New | Q1 2026 | May 15, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 31,882 | 3,379 | 0.35% | 0.35% | 168 | -344 | -1.07% | Q1 2026 | May 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 31,795 | 3,370 | 0.23% | 0.22% | 169 | -1,493 | -4.49% | Q1 2026 | May 21, 2026 |
| GTS SECURITIES LLC | History | Added to | 31,412 | 3,329 | 0.12% | 0.01% | 170 | +28,147 | 862.08% | Q1 2026 | May 14, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Reduced | 31,381 | 3,326 | 1.78% | 1.73% | 171 | -507 | -1.59% | Q1 2026 | May 15, 2026 |
| TCP Asset Management, LLC | History | New | 30,972 | 3,283 | 0.42% | — | 172 | +30,972 | New | Q1 2026 | Apr 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 30,408 | 3,223 | 0.1% | 0.05% | 173 | +158 | 0.52% | Q1 2026 | Apr 29, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 30,390 | 3,221 | 0.24% | 0.23% | 174 | +274 | 0.91% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Reduced | 30,319 | 3,214 | 0.15% | 0.15% | 175 | -691 | -2.23% | Q1 2026 | Apr 27, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 29,914 | 3,171 | 1.06% | 1.02% | 176 | +77 | 0.26% | Q1 2026 | May 08, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 29,875 | 3,167 | 0.49% | 0.5% | 177 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 29,836 | 3,162 | 0.13% | — | 178 | +29,836 | New | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 29,180 | 3,093 | 0.05% | 0.06% | 179 | +8,006 | 37.81% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 28,386 | 3,009 | 0.05% | 0.05% | 180 | +1,455 | 5.4% | Q1 2026 | May 11, 2026 |
| Three Cord True Wealth Management, LLC | History | Reduced | 27,935 | 2,961 | 1.65% | 1.7% | 181 | -110 | -0.39% | Q1 2026 | Apr 27, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 27,520 | 2,917 | 2.24% | 2.16% | 182 | -543 | -1.93% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 27,344 | 2,898 | 0.04% | 0.04% | 183 | +9,387 | 52.27% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 27,254 | 2,889 | 0.12% | 0.12% | 184 | -717 | -2.56% | Q1 2026 | May 08, 2026 |
| KPP Advisory Services LLC | History | Reduced | 26,801 | 2,841 | 0.41% | 0.43% | 185 | -1,919 | -6.68% | Q1 2026 | Apr 24, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 26,728 | 2,832 | 0.5% | 0.44% | 186 | +762 | 2.93% | Q1 2026 | May 08, 2026 |
| Wealth Group Ltd | History | Reduced | 26,551 | 2,813 | 0.64% | 0.64% | 187 | -798 | -2.92% | Q1 2026 | Apr 10, 2026 |
| Sigma Planning Corp | History | Reduced | 26,423 | 2,801 | 0.08% | 0.08% | 188 | -848 | -3.11% | Q1 2026 | May 04, 2026 |
| BCS Wealth Management | History | Reduced | 26,360 | 2,794 | 0.57% | 0.58% | 189 | -28,760 | -52.18% | Q1 2026 | Apr 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 26,314 | 2,789 | 0.92% | 0.98% | 190 | -1,950 | -6.9% | Q1 2026 | Apr 09, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 26,028 | 2,759 | 0.58% | 0.57% | 191 | -202 | -0.77% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 26,006 | 2,756 | 0.18% | 0.18% | 192 | -814 | -3.04% | Q1 2026 | Apr 15, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 25,348 | 2,687 | 2.1% | 2.1% | 193 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 25,334 | 2,685 | 0.11% | 0.12% | 194 | -1,005 | -3.82% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 25,200 | 2,671 | 0.04% | 0.04% | 195 | -740 | -2.85% | Q1 2026 | May 15, 2026 |
| Coastline Complete Wealth LLC | History | Reduced | 25,068 | 2,657 | 1.65% | 2.96% | 196 | -20,151 | -44.56% | Q1 2026 | May 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 25,055 | 2,656 | 0.13% | 0.13% | 197 | -1,725 | -6.44% | Q1 2026 | Apr 28, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 25,517 | 2,655 | 0.8% | 0.8% | 198 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 24,861 | 2,635 | 0.16% | 0.17% | 199 | -1,923 | -7.18% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 24,607 | 2,608 | 0.0% | 0.0% | 200 | +1,721 | 7.52% | Q1 2026 | May 13, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Reduced | 24,506 | 2,597 | 3.97% | 3.81% | 201 | -772 | -3.05% | Q1 2026 | May 01, 2026 |
| Royal Capital Wealth Management, LLC | History | Reduced | 24,180 | 2,563 | 1.6% | 1.56% | 202 | -1,244 | -4.89% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 24,125 | 2,557 | 0.04% | 0.05% | 203 | -4,890 | -16.85% | Q1 2026 | Apr 22, 2026 |
| Continuum Advisory, LLC | History | Added to | 24,045 | 2,548 | 0.24% | 0.24% | 204 | +775 | 3.33% | Q1 2026 | Apr 22, 2026 |
| MLP3, LLC | History | Added to | 23,822 | 2,525 | 2.78% | 2.54% | 205 | +1,428 | 6.38% | Q1 2026 | Apr 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 23,720 | 2,514 | 0.01% | 0.0% | 206 | +21,795 | 1132.21% | Q1 2026 | May 11, 2026 |
| Balentine LLC | History | Reduced | 23,495 | 2,490 | 0.1% | 0.09% | 207 | -322 | -1.35% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 23,196 | 2,460 | 0.02% | 0.02% | 208 | -283 | -1.21% | Q1 2026 | May 14, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 22,954 | 2,433 | 0.97% | 1.04% | 209 | -3,338 | -12.7% | Q1 2026 | Apr 29, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 22,883 | 2,425 | 0.18% | 0.18% | 210 | +234 | 1.03% | Q1 2026 | Apr 16, 2026 |
| WMS Group LLC | History | Reduced | 22,739 | 2,410 | 3.5% | 3.04% | 211 | -255 | -1.11% | Q1 2026 | Apr 21, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | History | No change | 22,500 | 2,385 | 0.16% | 0.13% | 212 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 22,001 | 2,332 | 0.0% | — | 213 | +22,001 | New | Q1 2026 | May 12, 2026 |
| Atlas Brown,Inc. | History | Reduced | 21,975 | 2,329 | 0.7% | 0.7% | 214 | -562 | -2.49% | Q1 2026 | Apr 17, 2026 |
| Ipsen Advisor Group LLC | History | No change | 22,239 | 2,314 | 1.64% | 1.64% | 215 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 21,557 | 2,285 | 0.06% | 0.06% | 216 | -377 | -1.72% | Q1 2026 | Apr 28, 2026 |
| Oxinas Partners, LLC | History | Added to | 21,289 | 2,256 | 1.03% | 0.72% | 217 | +6,844 | 47.38% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 21,132 | 2,240 | 0.02% | 0.02% | 218 | +2,227 | 11.78% | Q1 2026 | May 15, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 20,884 | 2,213 | 0.39% | — | 219 | +20,884 | New | Q1 2026 | May 11, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 20,805 | 2,205 | 0.46% | 0.55% | 220 | -5,816 | -21.85% | Q1 2026 | Apr 15, 2026 |
| Breakwater Capital Group | History | Added to | 20,738 | 2,198 | 0.29% | 0.3% | 221 | +269 | 1.31% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Reduced | 20,389 | 2,161 | 0.0% | 0.01% | 222 | -5,819 | -22.2% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 20,373 | 2,159 | 0.05% | 0.05% | 223 | -872 | -4.1% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 20,294 | 2,151 | 0.37% | 0.38% | 224 | -645 | -3.08% | Q1 2026 | May 12, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 20,240 | 2,145 | 0.64% | 0.78% | 225 | -4,570 | -18.42% | Q1 2026 | May 08, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 20,162 | 2,137 | 0.22% | 0.25% | 227 | +1,378 | 7.34% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 20,165 | 2,137 | 0.15% | 0.14% | 226 | -234 | -1.15% | Q1 2026 | May 06, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 20,088 | 2,129 | 0.53% | 0.58% | 228 | -257 | -1.26% | Q1 2026 | Apr 29, 2026 |
| Vise Technologies, Inc. | History | No change | 20,461 | 2,129 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lido Advisors, LLC | History | Reduced | 19,910 | 2,110 | 0.01% | 0.01% | 230 | -2,014 | -9.19% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | Reduced | 19,819 | 2,101 | 0.45% | 0.52% | 231 | -2,297 | -10.39% | Q1 2026 | May 04, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 19,756 | 2,094 | 0.41% | 0.4% | 232 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 19,503 | 2,067 | 0.04% | 0.04% | 233 | -1,319 | -6.33% | Q1 2026 | May 14, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 19,453 | 2,062 | 0.67% | 0.65% | 235 | +883 | 4.75% | Q1 2026 | May 04, 2026 |
| Jupiter Wealth Management LLC | History | Reduced | 19,445 | 2,062 | 0.81% | 0.98% | 234 | -30 | -0.15% | Q1 2026 | May 14, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 19,322 | 2,048 | 1.04% | 0.85% | 236 | +61 | 0.32% | Q1 2026 | May 15, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 19,036 | 2,018 | 1.4% | 1.39% | 237 | -506 | -2.59% | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 18,969 | 2,010 | 0.02% | 0.05% | 238 | -20,553 | -52.0% | Q1 2026 | Apr 24, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 18,869 | 2,000 | 0.08% | 0.07% | 239 | -47 | -0.25% | Q1 2026 | May 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 18,722 | 1,984 | 0.61% | 0.44% | 240 | -1,094 | -5.52% | Q1 2026 | May 12, 2026 |
| AA Financial Advisors, LLC | History | No change | 18,537 | 1,965 | 0.28% | 0.36% | 241 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 18,720 | 1,948 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 18,250 | 1,934 | 0.01% | 0.0% | 243 | +5,706 | 45.49% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Reduced | 18,216 | 1,931 | 0.01% | 0.04% | 245 | -1,602 | -8.08% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 18,216 | 1,931 | 0.11% | 0.12% | 244 | -1,352 | -6.91% | Q1 2026 | May 14, 2026 |
| MGB Wealth Management, LLC | History | No change | 18,469 | 1,922 | 0.55% | 0.55% | 246 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 18,083 | 1,916 | 0.3% | 0.33% | 247 | -1,098 | -5.72% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,806 | 1,887 | 0.02% | 0.02% | 248 | +212 | 1.2% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 17,681 | 1,874 | 0.07% | 0.07% | 249 | -324 | -1.8% | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | No change | 17,474 | 1,852 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Reduced | 17,358 | 1,840 | 0.22% | 0.48% | 251 | -20,520 | -54.17% | Q1 2026 | Apr 10, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 17,212 | 1,824 | 0.39% | 0.43% | 252 | -2,280 | -11.7% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 17,186 | 1,821 | 0.08% | 0.09% | 253 | -142 | -0.82% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 16,924 | 1,794 | 0.04% | 0.04% | 254 | +396 | 2.4% | Q1 2026 | May 04, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Reduced | 16,799 | 1,780 | 0.82% | 0.84% | 255 | -206 | -1.21% | Q1 2026 | May 14, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 16,434 | 1,771 | 0.56% | 0.26% | 256 | +9,272 | 129.46% | Q1 2026 | May 12, 2026 |
| Silver Lake Advisory, LLC | History | Reduced | 16,520 | 1,751 | 0.69% | 0.79% | 257 | -3,000 | -15.37% | Q1 2026 | Apr 27, 2026 |
| Tactive Advisors, LLC | History | Reduced | 16,185 | 1,715 | 0.48% | 0.53% | 258 | -1,238 | -7.11% | Q1 2026 | Apr 16, 2026 |
| Aspect Partners, LLC | History | Added to | 16,123 | 1,709 | 0.7% | 0.72% | 259 | +315 | 1.99% | Q1 2026 | Apr 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 16,082 | 1,704 | 0.05% | 0.05% | 260 | +72 | 0.45% | Q1 2026 | Apr 08, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 15,978 | 1,693 | 0.05% | 0.06% | 261 | -1,127 | -6.59% | Q1 2026 | Apr 30, 2026 |
| Anchor Investment Management, LLC | History | Added to | 15,940 | 1,689 | 0.14% | 0.12% | 262 | +1,226 | 8.33% | Q1 2026 | May 01, 2026 |
| Finward Bancorp | History | Reduced | 15,926 | 1,688 | 1.35% | 1.36% | 263 | -937 | -5.56% | Q1 2026 | Apr 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 15,902 | 1,685 | 0.05% | 0.06% | 264 | -2,173 | -12.02% | Q1 2026 | May 11, 2026 |
| Northwest Financial Advisors | History | Reduced | 15,829 | 1,677 | 3.24% | 3.41% | 265 | -101 | -0.63% | Q1 2026 | Apr 24, 2026 |
| Autumn Glory Partners, LLC | History | No change | 15,812 | 1,676 | 0.62% | 0.58% | 266 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 15,751 | 1,669 | 0.03% | 0.01% | 267 | +9,880 | 168.28% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 15,666 | 1,660 | 0.03% | 0.02% | 268 | +8,046 | 105.59% | Q1 2026 | May 18, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 15,556 | 1,649 | 0.14% | 0.13% | 269 | +398 | 2.63% | Q1 2026 | Apr 15, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 15,543 | 1,647 | 0.38% | 0.38% | 270 | -442 | -2.77% | Q1 2026 | Apr 17, 2026 |
| PlanVest Financial, Inc | History | New | 15,191 | 1,610 | 1.22% | — | 271 | +15,191 | New | Q1 2026 | May 14, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 15,050 | 1,595 | 0.15% | 0.15% | 272 | -290 | -1.89% | Q1 2026 | Apr 22, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 15,031 | 1,593 | 0.01% | 0.01% | 273 | -893 | -5.61% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 15,003 | 1,590 | 0.0% | 0.0% | 274 | +2,354 | 18.61% | Q1 2026 | May 13, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 14,768 | 1,565 | 0.52% | 1.68% | 275 | -26,730 | -64.41% | Q1 2026 | Apr 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 14,710 | 1,559 | 0.04% | 0.04% | 276 | +245 | 1.69% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 14,327 | 1,518 | 0.05% | 0.04% | 278 | -80 | -0.56% | Q1 2026 | May 14, 2026 |
| Colonial Trust Co / SC | History | No change | 14,321 | 1,518 | 0.21% | 0.2% | 277 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Centennial Bank/AR/ | History | Reduced | 14,200 | 1,505 | 0.54% | 0.71% | 279 | -3,050 | -17.68% | Q1 2026 | May 06, 2026 |
| Petix & Botte Co | History | Added to | 13,978 | 1,481 | 0.33% | 0.33% | 280 | +28 | 0.2% | Q1 2026 | Apr 30, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 13,886 | 1,472 | 0.11% | 0.1% | 281 | +989 | 7.67% | Q1 2026 | Apr 08, 2026 |
| SlateStone Wealth, LLC | History | Added to | 13,770 | 1,460 | 0.12% | 0.07% | 282 | +5,589 | 68.32% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 13,684 | 1,450 | 0.01% | 0.01% | 283 | +850 | 6.62% | Q1 2026 | May 13, 2026 |
| Sequent Asset Management, LLC | History | No change | 13,822 | 1,438 | 0.64% | 0.64% | 284 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 13,486 | 1,429 | 0.05% | 0.05% | 285 | +1,182 | 9.61% | Q1 2026 | May 06, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 13,460 | 1,426 | 0.15% | — | 286 | +13,460 | New | Q1 2026 | May 07, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 13,311 | 1,411 | 0.11% | 0.12% | 287 | -1,216 | -8.37% | Q1 2026 | May 07, 2026 |
| Engineers Gate Manager LP | History | Added to | 13,195 | 1,398 | 0.02% | 0.01% | 288 | +4,483 | 51.46% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 13,094 | 1,388 | 0.0% | 0.0% | 289 | -317 | -2.36% | Q1 2026 | May 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 13,034 | 1,381 | 0.15% | 0.13% | 290 | +918 | 7.58% | Q1 2026 | Apr 15, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 13,032 | 1,364 | 1.17% | 1.09% | 291 | +787 | 6.43% | Q1 2026 | Apr 27, 2026 |
| May Barnhard Investments LLC | History | Reduced | 12,856 | 1,362 | 0.66% | 0.65% | 292 | -411 | -3.1% | Q1 2026 | May 13, 2026 |
| Allied Investment Advisors, LLC | History | Reduced | 12,602 | 1,335 | 0.19% | 0.25% | 293 | -2,923 | -18.83% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,564 | 1,331 | 0.03% | 0.02% | 294 | +2,314 | 22.58% | Q1 2026 | Apr 14, 2026 |
| SP Asset Management LLC | History | Added to | 12,224 | 1,295 | 0.11% | 0.1% | 295 | +60 | 0.49% | Q1 2026 | May 06, 2026 |
| CHANNEL WEALTH LLC | History | No change | 12,202 | 1,293 | 0.31% | 0.32% | 296 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 12,052 | 1,277 | 0.01% | 0.0% | 297 | +3,362 | 38.69% | Q1 2026 | May 13, 2026 |
| F/m Investments LLC | History | No change | 12,100 | 1,271 | 0.08% | 0.05% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Added to | 11,981 | 1,270 | 0.98% | 0.89% | 299 | +1,308 | 12.26% | Q1 2026 | Apr 28, 2026 |
| MBA Advisors LLC | History | Reduced | 11,732 | 1,243 | 0.48% | 0.53% | 300 | -840 | -6.68% | Q1 2026 | Apr 20, 2026 |