Nushares ETF Trust - NULV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,855,953 | 539,445 | 0.04% | 0.04% | 1 | -798,928 | -6.31% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,775,510 | 217,285 | 0.84% | — | 2 | +4,775,510 | New | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,039,473 | 90,899 | 0.01% | 0.01% | 3 | +12,257 | 0.6% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 1,897,819 | 86,350 | 0.02% | 0.02% | 4 | +108,240 | 6.05% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 1,276,531 | 58,082 | 0.0% | 0.0% | 5 | +43,686 | 3.54% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,124,050 | 51,144 | 0.07% | 0.06% | 6 | +118,826 | 11.82% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,052,896 | 47,906 | 0.01% | 0.01% | 7 | +583,361 | 124.24% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 540,564 | 24,595 | 0.04% | 0.06% | 8 | -139,359 | -20.5% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 516,668 | 23,508 | 0.0% | 0.0% | 9 | +5,483 | 1.07% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 505,725 | 23,010 | 0.12% | 0.14% | 10 | +66,200 | 15.06% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 456,632 | 20,777 | 0.05% | 0.06% | 11 | -14,956 | -3.17% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 438,368 | 19,945 | 0.0% | 0.0% | 12 | +94,726 | 27.57% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 401,443 | 18,265 | 0.32% | 0.33% | 13 | -7,804 | -1.91% | Q1 2026 | May 04, 2026 |
| EASTERN BANK | History | Reduced | 281,255 | 12,797 | 0.22% | 0.23% | 14 | -8,416 | -2.91% | Q1 2026 | Apr 07, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 270,178 | 12,171 | 1.61% | 1.61% | 15 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 252,103 | 11,468 | 0.02% | 0.02% | 16 | +13,994 | 5.88% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 250,879 | 11,415 | 0.0% | 0.0% | 17 | +43,139 | 20.77% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 232,347 | 10,577 | 0.0% | 0.0% | 18 | +4,843 | 2.13% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 230,946 | 10,508 | 0.01% | 0.01% | 19 | -3,341 | -1.43% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 216,777 | 9,863 | 0.2% | 0.2% | 20 | -4,585 | -2.07% | Q1 2026 | May 15, 2026 |
| Forefront Analytics, LLC | History | Added to | 195,657 | 8,902 | 8.1% | 5.62% | 21 | +54,278 | 38.39% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 186,062 | 8,465 | 0.34% | 0.32% | 22 | +5,736 | 3.18% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Reduced | 184,190 | 8,380 | 0.03% | 0.03% | 23 | -1,519 | -0.82% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 173,269 | 7,883 | 0.01% | 0.01% | 24 | +9,882 | 6.05% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 167,164 | 7,605 | 0.01% | 0.01% | 25 | -22,087 | -11.67% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 154,243 | 7,018 | 0.01% | 0.01% | 26 | +33,347 | 27.58% | Q1 2026 | May 01, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 148,558 | 6,759 | 1.02% | 0.95% | 27 | +9,293 | 6.67% | Q1 2026 | Apr 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 145,222 | 6,607 | 0.03% | 0.02% | 28 | +51,322 | 54.66% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Added to | 142,963 | 6,504 | 0.18% | 0.16% | 29 | +26,649 | 22.91% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 126,848 | 5,771 | 0.0% | 0.0% | 30 | +11,806 | 10.26% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 125,123 | 5,693 | 0.01% | 0.01% | 31 | +5,918 | 4.96% | Q1 2026 | May 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 121,963 | 5,549 | 0.34% | 0.53% | 32 | -4,746,141 | -97.49% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 121,611 | 5,533 | 0.0% | 0.0% | 33 | -42,590 | -25.94% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 109,113 | 4,961 | 0.01% | 0.01% | 34 | -5,808 | -5.05% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 108,672 | 4,944 | 0.12% | 0.11% | 35 | +107 | 0.1% | Q1 2026 | Apr 30, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 107,043 | 4,870 | 0.05% | 0.05% | 36 | +321 | 0.3% | Q1 2026 | May 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 100,000 | 4,550 | 0.19% | 0.19% | 37 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 98,340 | 4,474 | 0.05% | 0.12% | 38 | -102,888 | -51.13% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Added to | 90,386 | 4,112 | 0.68% | 0.65% | 39 | +1,230 | 1.38% | Q1 2026 | Apr 28, 2026 |
| rebel Financial LLC | History | Added to | 89,316 | 4,063 | 1.76% | 1.66% | 40 | +3,072 | 3.56% | Q1 2026 | Apr 24, 2026 |
| VICUS CAPITAL | History | Reduced | 87,818 | 3,995 | 0.29% | 0.32% | 41 | -5,605 | -6.0% | Q1 2026 | Apr 22, 2026 |
| BSW Wealth Partners | History | Reduced | 86,444 | 3,933 | 0.48% | 0.49% | 42 | -4,666 | -5.12% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | Reduced | 86,072 | 3,916 | 0.02% | 0.02% | 43 | -701 | -0.81% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 82,473 | 3,752 | 0.02% | 0.02% | 44 | +1,505 | 1.86% | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 81,071 | 3,688 | 1.42% | 1.36% | 45 | -204 | -0.25% | Q1 2026 | Apr 24, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 77,485 | 3,525 | 1.22% | 1.24% | 46 | -47 | -0.06% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 76,420 | 3,477 | 0.0% | 0.0% | 47 | +30,821 | 67.59% | Q1 2026 | May 11, 2026 |
| Evolution Advisers, Inc. | History | Added to | 75,616 | 3,440 | 1.45% | 1.19% | 48 | +14,437 | 23.6% | Q1 2026 | May 01, 2026 |
| CX Institutional | History | Added to | 73,922 | 3,363 | 0.1% | 0.09% | 49 | +4,856 | 7.03% | Q1 2026 | Apr 06, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 71,441 | 3,250 | 0.34% | 0.34% | 50 | +3,350 | 4.92% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 71,283 | 3,211 | 0.02% | 0.02% | 51 | -2,238 | -3.04% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 69,561 | 3,164 | 0.12% | 0.23% | 52 | +23,802 | 52.02% | Q1 2026 | May 15, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 69,295 | 3,152 | 2.02% | 2.47% | 53 | -17,543 | -20.2% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 59,411 | 2,703 | 0.02% | 0.02% | 54 | -1,667 | -2.73% | Q1 2026 | Apr 07, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 58,094 | 2,643 | 1.85% | 1.85% | 55 | +409 | 0.71% | Q1 2026 | May 13, 2026 |
| One Day In July LLC | History | Reduced | 54,875 | 2,496 | 0.2% | 0.2% | 56 | -526 | -0.95% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 53,553 | 2,436 | 0.0% | 0.0% | 57 | -880 | -1.62% | Q1 2026 | May 12, 2026 |
| Equita Financial Network, Inc. | History | Added to | 52,803 | 2,402 | 0.76% | 0.68% | 58 | +2,981 | 5.98% | Q1 2026 | Apr 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 47,507 | 2,353 | 0.03% | — | 59 | +47,507 | New | Q1 2026 | May 06, 2026 |
| LongView Asset Management LLC | History | No change | 51,829 | 2,334 | 1.63% | 1.63% | 60 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 49,801 | 2,265 | 0.01% | 0.01% | 61 | +2,511 | 5.31% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 49,698 | 2,261 | 0.0% | 0.0% | 62 | +238 | 0.48% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 47,830 | 2,176 | 0.01% | 0.01% | 63 | +252 | 0.53% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 47,600 | 2,165 | 0.19% | — | 64 | +47,600 | New | Q1 2026 | Apr 08, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 47,459 | 2,138 | 0.19% | 0.19% | 65 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 46,971 | 2,137 | 0.02% | 0.03% | 66 | +1,526 | 3.36% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 46,923 | 2,135 | 0.01% | 0.01% | 67 | -2,503 | -5.06% | Q1 2026 | Apr 24, 2026 |
| CGN Advisors LLC | History | Reduced | 46,528 | 2,117 | 0.17% | 0.17% | 68 | -231 | -0.49% | Q1 2026 | Apr 13, 2026 |
| BOKF, NA | History | Reduced | 45,606 | 2,075 | 0.03% | 0.03% | 69 | -156 | -0.34% | Q1 2026 | May 08, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 45,482 | 2,069 | 0.27% | 0.24% | 70 | -199 | -0.44% | Q1 2026 | Apr 10, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 44,205 | 2,011 | 0.29% | 0.28% | 71 | -1,225 | -2.7% | Q1 2026 | Apr 23, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 42,240 | 1,921 | 0.4% | 0.41% | 72 | +34 | 0.08% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,915 | 1,907 | 0.01% | 0.01% | 73 | +997 | 2.44% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 40,110 | 1,825 | 0.0% | 0.0% | 74 | +9,196 | 29.75% | Q1 2026 | May 07, 2026 |
| Sincerus Advisory, LLC | History | Added to | 37,876 | 1,723 | 1.31% | 1.31% | 75 | +1,737 | 4.81% | Q1 2026 | Apr 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 35,964 | 1,636 | 0.0% | 0.0% | 76 | -13,426 | -27.18% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 35,924 | 1,635 | 0.0% | 0.0% | 77 | -383 | -1.05% | Q1 2026 | May 15, 2026 |
| Falcon Wealth Planning | History | Reduced | 33,510 | 1,524 | 0.1% | 0.14% | 78 | -2,915 | -8.0% | Q1 2026 | Apr 20, 2026 |
| Ledyard National Bank | History | New | 33,254 | 1,513 | 0.13% | — | 79 | +33,254 | New | Q1 2026 | Apr 24, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 32,261 | 1,467 | 0.74% | 2.7% | 80 | -76,825 | -70.43% | Q1 2026 | May 04, 2026 |
| Addison Advisors LLC | History | Added to | 32,087 | 1,459 | 0.32% | 0.27% | 81 | +5,063 | 18.74% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 30,859 | 1,404 | 0.02% | 0.02% | 82 | -3,286 | -9.62% | Q1 2026 | May 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 30,399 | 1,383 | 0.03% | 0.03% | 83 | +911 | 3.09% | Q1 2026 | Apr 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 30,229 | 1,375 | 0.15% | 0.14% | 84 | +2,371 | 8.51% | Q1 2026 | May 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 29,867 | 1,358 | 0.06% | 0.06% | 85 | +927 | 3.2% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 28,995 | 1,319 | 0.0% | 0.0% | 86 | +1,539 | 5.61% | Q1 2026 | May 04, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 28,971 | 1,318 | 0.35% | 0.34% | 87 | +690 | 2.44% | Q1 2026 | Apr 23, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 28,539 | 1,298 | 0.28% | 0.25% | 88 | +1,793 | 6.7% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Added to | 27,416 | 1,247 | 0.02% | 0.01% | 89 | +1,747 | 6.81% | Q1 2026 | May 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 27,079 | 1,232 | 0.34% | 0.32% | 90 | +1,685 | 6.64% | Q1 2026 | Apr 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 26,517 | 1,206 | 0.01% | 0.01% | 91 | -13,499 | -33.73% | Q1 2026 | Apr 15, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 26,118 | 1,188 | 0.7% | 0.76% | 92 | -1,131 | -4.15% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Reduced | 25,634 | 1,166 | 0.0% | 0.0% | 93 | -7,334 | -22.25% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 24,721 | 1,124 | 0.01% | 0.01% | 94 | +556 | 2.3% | Q1 2026 | May 11, 2026 |
| BAILARD, INC. | History | Reduced | 24,569 | 1,117 | 0.03% | 0.02% | 95 | -357 | -1.43% | Q1 2026 | May 11, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 24,418 | 1,111 | 0.1% | 0.1% | 96 | +235 | 0.97% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,719 | 1,079 | 0.02% | 0.02% | 97 | +797 | 3.48% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 22,879 | 1,041 | 0.01% | 0.01% | 98 | +6,169 | 36.92% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,815 | 1,000 | 0.01% | 0.01% | 99 | +2,139 | 10.87% | Q1 2026 | Apr 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 20,950 | 953 | 0.02% | 0.02% | 100 | +2,203 | 11.75% | Q1 2026 | Apr 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 20,762 | 944 | 0.03% | 0.02% | 101 | +6,717 | 47.82% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 20,359 | 926 | 0.03% | 0.03% | 102 | +1,255 | 6.57% | Q1 2026 | May 13, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 19,908 | 905 | 0.22% | 0.13% | 103 | +7,774 | 64.07% | Q1 2026 | May 05, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 19,294 | 877 | 0.07% | 0.07% | 104 | +88 | 0.46% | Q1 2026 | May 06, 2026 |
| XY Planning Network, Inc. | History | Added to | 19,074 | 874 | 0.14% | 0.14% | 105 | +978 | 5.4% | Q1 2026 | Apr 14, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 19,019 | 865 | 0.46% | 0.47% | 106 | +103 | 0.54% | Q1 2026 | Apr 23, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 18,931 | 861 | 0.08% | 0.08% | 107 | -254 | -1.32% | Q1 2026 | May 01, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 18,717 | 851 | 0.45% | 0.44% | 108 | -86 | -0.46% | Q1 2026 | Apr 21, 2026 |
| McAdam, LLC | History | Added to | 17,915 | 815 | 0.04% | 0.04% | 109 | +299 | 1.7% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,826 | 811 | 0.01% | 0.01% | 110 | -124 | -0.69% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 17,398 | 791 | 0.06% | 0.06% | 111 | -107 | -0.61% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 17,367 | 790 | 0.01% | 0.01% | 112 | -1,504 | -7.97% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 17,323 | 788 | 0.0% | 0.0% | 113 | -1,294 | -6.95% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 17,054 | 781 | 0.01% | 0.02% | 114 | -3,936 | -18.75% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,666 | 758 | 0.01% | 0.01% | 116 | -100 | -0.6% | Q1 2026 | May 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 16,670 | 758 | 0.05% | 0.05% | 115 | +33 | 0.2% | Q1 2026 | May 07, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 16,237 | 738 | 0.48% | 0.46% | 117 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CENTRAL TRUST Co | History | Reduced | 16,125 | 733 | 0.01% | 0.01% | 118 | -307 | -1.87% | Q1 2026 | Apr 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 15,873 | 722 | 0.03% | 0.04% | 119 | -7,075 | -30.83% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 15,357 | 698 | 0.03% | 0.03% | 120 | -1,139 | -6.9% | Q1 2026 | Apr 14, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 15,161 | 690 | 0.38% | 0.36% | 121 | +413 | 2.8% | Q1 2026 | May 07, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 14,398 | 655 | 0.51% | 0.43% | 122 | +2,605 | 22.09% | Q1 2026 | Apr 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 14,119 | 642 | 0.08% | 0.09% | 123 | -134 | -0.94% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 14,090 | 641 | 0.0% | 0.0% | 124 | -68,226 | -82.88% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 13,870 | 631 | 0.03% | 0.03% | 125 | +2,079 | 17.63% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,852 | 630 | 0.0% | 0.0% | 126 | -116 | -0.83% | Q1 2026 | Apr 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 13,808 | 628 | 0.07% | 0.07% | 127 | +316 | 2.34% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 13,794 | 627 | 0.0% | 0.0% | 128 | -270 | -1.92% | Q1 2026 | May 15, 2026 |
| Westview Management dba Westview Investment Advisors | History | Added to | 13,510 | 614 | 0.32% | 0.22% | 129 | +3,357 | 33.06% | Q1 2026 | May 08, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 13,222 | 601 | 0.07% | 0.1% | 130 | -6,434 | -32.73% | Q1 2026 | May 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 13,117 | 596 | 0.01% | 0.01% | 131 | -1,822 | -12.2% | Q1 2026 | May 05, 2026 |
| DDFG, Inc | History | Added to | 12,875 | 585 | 0.13% | 0.12% | 132 | +221 | 1.75% | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,662 | 576 | 0.01% | 0.01% | 133 | +4,028 | 46.65% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,511 | 575 | 0.0% | 0.0% | 134 | -721 | -5.45% | Q1 2026 | Apr 08, 2026 |
| PFG Investments, LLC | History | Added to | 12,530 | 570 | 0.03% | 0.02% | 135 | +1,306 | 11.64% | Q1 2026 | Apr 27, 2026 |
| Paulson Wealth Management Inc. | History | No change | 12,486 | 568 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 12,476 | 567 | 0.08% | 0.09% | 137 | -1,447 | -10.39% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | Reduced | 12,031 | 551 | 0.11% | 0.18% | 139 | -713 | -5.59% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 12,124 | 551 | 0.04% | 0.05% | 138 | -77 | -0.63% | Q1 2026 | May 19, 2026 |
| VestGen Advisors, LLC | History | Reduced | 11,023 | 550 | 0.01% | 0.02% | 140 | -1,967 | -15.14% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 12,018 | 546 | 0.0% | 0.0% | 141 | -218 | -1.78% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,990 | 545 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 11,899 | 541 | 0.17% | 0.13% | 143 | -1,460 | -10.93% | Q1 2026 | May 12, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 11,836 | 538 | 0.24% | 0.25% | 144 | -2,577 | -17.88% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,804 | 537 | 0.0% | 0.0% | 145 | -849 | -6.71% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 11,658 | 530 | 0.02% | — | 146 | +11,658 | New | Q1 2026 | May 15, 2026 |
| Old Peak Finance LLC | History | No change | 11,551 | 525 | 0.31% | 0.32% | 147 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 11,389 | 518 | 0.25% | 0.26% | 148 | -11 | -0.1% | Q1 2026 | May 05, 2026 |
| Colorado Capital Management, Inc. | History | No change | 11,164 | 508 | 0.19% | 0.19% | 149 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 10,751 | 489 | 0.01% | 0.02% | 150 | -7,616 | -41.47% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,719 | 487 | 0.0% | 0.0% | 151 | +333 | 3.21% | Q1 2026 | May 08, 2026 |
| First Pacific Financial | History | Reduced | 10,658 | 484 | 0.06% | 0.06% | 152 | -241 | -2.21% | Q1 2026 | Apr 23, 2026 |
| Maia Wealth LLC | History | Reduced | 10,654 | 484 | 0.08% | 0.09% | 153 | -16 | -0.15% | Q1 2026 | May 08, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 10,610 | 482 | 0.28% | 0.27% | 154 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 10,621 | 478 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | New | 10,284 | 467 | 0.01% | — | 157 | +10,284 | New | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 10,267 | 467 | 0.02% | 0.02% | 156 | +3 | 0.03% | Q1 2026 | May 07, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 10,167 | 462 | 0.12% | 0.12% | 158 | +63 | 0.62% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 9,531 | 460 | 0.01% | 0.01% | 159 | -70 | -0.73% | Q1 2026 | May 04, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 9,873 | 449 | 0.06% | 0.05% | 160 | -14 | -0.14% | Q1 2026 | Apr 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,612 | 437 | 0.0% | 0.0% | 161 | +2,465 | 34.49% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 9,424 | 428 | 0.01% | 0.01% | 162 | -428 | -4.34% | Q1 2026 | May 11, 2026 |
| RVW Wealth, LLC | History | Reduced | 9,402 | 427 | 0.03% | 0.03% | 163 | -21 | -0.22% | Q1 2026 | Apr 08, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 9,309 | 423 | 0.13% | 0.12% | 164 | +398 | 4.47% | Q1 2026 | Apr 20, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 9,246 | 420 | 0.34% | 0.37% | 165 | -345 | -3.6% | Q1 2026 | Apr 22, 2026 |
| Estate Counselors, LLC | History | New | 9,185 | 417 | 0.04% | — | 167 | +9,185 | New | Q1 2026 | May 15, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 9,168 | 417 | 0.2% | 0.24% | 166 | -347 | -3.65% | Q1 2026 | Apr 27, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 8,461 | 384 | 0.69% | 1.02% | 169 | -3,335 | -28.27% | Q1 2026 | Apr 14, 2026 |
| Trek Financial, LLC | History | Reduced | 8,443 | 384 | 0.02% | 0.02% | 168 | -344 | -3.91% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 8,228 | 374 | 0.01% | 0.02% | 170 | -2,126 | -20.53% | Q1 2026 | May 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 8,213 | 373 | 0.04% | 0.04% | 171 | +332 | 4.21% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 88,982 | 370 | 0.02% | 0.02% | 172 | -17,596 | -16.51% | Q1 2026 | May 15, 2026 |
| DeDora Capital, Inc. | History | New | 8,135 | 370 | 0.09% | — | 173 | +8,135 | New | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 8,077 | 367 | 0.01% | 0.02% | 174 | +424 | 5.54% | Q1 2026 | May 19, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 8,062 | 366 | 0.04% | 0.06% | 175 | -4,412 | -35.37% | Q1 2026 | Apr 15, 2026 |
| Trust Co | History | Reduced | 8,033 | 365 | 0.03% | 0.04% | 176 | -945 | -10.53% | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,973 | 362 | 0.0% | 0.0% | 177 | -2,580 | -24.45% | Q1 2026 | May 05, 2026 |
| Columbia River Financial Group, LLC | History | No change | 7,884 | 358 | 0.21% | 0.22% | 178 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 7,799 | 354 | 0.0% | 0.0% | 180 | -370 | -4.53% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 7,797 | 354 | 0.0% | 0.0% | 179 | +245 | 3.24% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,768 | 353 | 0.01% | 0.01% | 181 | +1,162 | 17.59% | Q1 2026 | Apr 10, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 7,738 | 352 | 0.04% | 0.04% | 182 | -37 | -0.48% | Q1 2026 | Apr 08, 2026 |
| Clearview Wealth Management LLC | History | New | 7,705 | 350 | 0.25% | — | 183 | +7,705 | New | Q1 2026 | May 15, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 7,590 | 345 | 0.04% | 0.05% | 184 | -2,217 | -22.61% | Q1 2026 | Apr 16, 2026 |
| Parkside Financial Bank & Trust | History | No change | 7,569 | 344 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | No change | 7,442 | 338 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 7,440 | 338 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 7,330 | 334 | 0.0% | 0.0% | 189 | +484 | 7.07% | Q1 2026 | May 12, 2026 |
| Wolff Financial Management LLC | History | No change | 7,362 | 334 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Legacy Financial Group LLC | History | Reduced | 7,248 | 329 | 0.04% | 0.05% | 190 | -505 | -6.51% | Q1 2026 | May 04, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 7,121 | 324 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Riverwater Partners LLC | History | Added to | 6,939 | 315 | 0.11% | 0.11% | 192 | +398 | 6.08% | Q1 2026 | May 07, 2026 |
| McCartney Wealth Management LLC | History | No change | 6,904 | 314 | 0.26% | 0.27% | 193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,751 | 307 | 0.0% | 0.0% | 194 | -160 | -2.32% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 6,667 | 303 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Snider Financial Group | History | Added to | 6,452 | 293 | 0.09% | 0.06% | 196 | +1,570 | 32.16% | Q1 2026 | Apr 15, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 6,378 | 290 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Compton Financial Group, LLC | History | Reduced | 6,262 | 284 | 0.06% | 0.06% | 198 | -104 | -1.63% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | No change | 6,149 | 279 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 6,108 | 277 | 0.05% | 0.05% | 200 | -158 | -2.52% | Q1 2026 | Apr 29, 2026 |
| JGP Wealth Management, LLC | History | Added to | 6,098 | 277 | 0.03% | 0.03% | 201 | +31 | 0.51% | Q1 2026 | Apr 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,088 | 277 | 0.01% | 0.01% | 202 | +17 | 0.28% | Q1 2026 | May 11, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 6,015 | 273 | 0.02% | 0.03% | 203 | -600 | -9.07% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,902 | 268 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 5,881 | 267 | 0.01% | 0.01% | 205 | -1,999 | -25.37% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 5,838 | 265 | 0.0% | — | 206 | +5,838 | New | Q1 2026 | May 15, 2026 |
| Rede Wealth, LLC | History | Added to | 5,788 | 263 | 0.09% | 0.09% | 207 | +126 | 2.23% | Q1 2026 | Apr 10, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 5,450 | 247 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHS Financial, LLC | History | Reduced | 5,256 | 239 | 0.11% | 0.12% | 209 | -41 | -0.77% | Q1 2026 | Apr 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 5,218 | 237 | 0.0% | 0.01% | 210 | -6,207 | -54.33% | Q1 2026 | May 11, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 5,147 | 234 | 0.14% | 0.14% | 212 | -284 | -5.23% | Q1 2026 | May 01, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 5,160 | 234 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Argyle Capital Partners, LLC | History | No change | 5,164 | 234 | 0.17% | 0.17% | 213 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 5,082 | 231 | 0.01% | — | 214 | +5,082 | New | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | No change | 5,058 | 230 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 5,025 | 228 | 0.02% | 0.02% | 217 | -784 | -13.5% | Q1 2026 | Apr 16, 2026 |
| Vantage Point Financial LLC | History | Reduced | 5,025 | 228 | 0.08% | 0.09% | 218 | -784 | -13.5% | Q1 2026 | May 01, 2026 |
| Hilltop Partners LLC | History | Reduced | 5,030 | 228 | 0.06% | 0.06% | 216 | -132 | -2.56% | Q1 2026 | May 12, 2026 |
| Keener Financial Planning LLC | History | Reduced | 4,943 | 224 | 0.09% | 0.1% | 219 | -21 | -0.42% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,909 | 223 | 0.01% | 0.01% | 222 | -1,098 | -18.28% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 4,907 | 223 | 0.01% | 0.01% | 220 | -325 | -6.21% | Q1 2026 | May 04, 2026 |
| Stewardship Advisors, LLC | History | No change | 4,910 | 223 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 4,739 | 215 | 0.07% | 0.09% | 223 | -703 | -12.92% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | New | 4,715 | 214 | 0.0% | — | 224 | +4,715 | New | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,670 | 212 | 0.0% | 0.06% | 226 | -371,536 | -98.76% | Q1 2026 | Apr 29, 2026 |
| Key FInancial Inc | History | No change | 4,681 | 212 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sentinel Advisory Group, LLC | History | New | 4,583 | 208 | 0.1% | — | 228 | +4,583 | New | Q1 2026 | May 14, 2026 |
| Abacus Planning Group, Inc. | History | No change | 4,589 | 208 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Foster Group, Inc. | History | Reduced | 4,533 | 206 | 0.01% | 0.01% | 229 | -153 | -3.27% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,525 | 205 | 0.0% | — | 231 | +4,525 | New | Q1 2026 | May 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 4,508 | 205 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 4,483 | 203 | 0.01% | 0.02% | 232 | -19 | -0.42% | Q1 2026 | Apr 21, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Added to | 4,248 | 193 | 0.09% | 0.09% | 233 | +271 | 6.81% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,974 | 180 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | No change | 3,688 | 167 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 3,638 | 165 | 0.0% | — | 237 | +3,638 | New | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,629 | 165 | 0.0% | — | 236 | +3,629 | New | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | New | 3,277 | 149 | 0.0% | — | 238 | +3,277 | New | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 3,224 | 145 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Orion Capital Management LLC | History | Added to | 2,607 | 118 | 0.04% | 0.02% | 240 | +1,236 | 90.15% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,428 | 110 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DAGCO, INC. | History | No change | 2,183 | 99 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,062 | 93 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,957 | 89 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,965 | 89 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,878 | 85 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 1,867 | 84 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | No change | 1,813 | 82 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,580 | 70 | 0.0% | 0.0% | 250 | -409 | -20.56% | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,531 | 70 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 1,454 | 66 | 0.04% | 0.05% | 251 | -609 | -29.52% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,392 | 63 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,382 | 62 | 0.05% | 0.05% | 253 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Investors Research Corp | History | Reduced | 1,288 | 58 | 0.01% | 0.01% | 254 | -26 | -1.98% | Q1 2026 | Apr 03, 2026 |
| Front Row Advisors LLC | History | No change | 1,155 | 52 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Waverly Advisors, LLC | History | New | 944 | 42 | 0.0% | — | 256 | +944 | New | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 766 | 34 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 740 | 33 | 0.0% | 0.0% | 258 | +496 | 203.28% | Q1 2026 | May 13, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 703 | 31 | 0.02% | 0.19% | 259 | -4,869 | -87.38% | Q1 2026 | Apr 29, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 635 | 28 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 633 | 28 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 608 | 27 | 0.01% | — | 263 | +608 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 608 | 27 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | No change | 474 | 21 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 430 | 19 | 0.0% | 0.0% | 265 | -127 | -22.8% | Q1 2026 | Apr 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 425 | 19 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 382 | 17 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 238 | 10 | 0.0% | — | 270 | +238 | New | Q1 2026 | May 12, 2026 |
| GW&K Investment Management, LLC | History | New | 230 | 10 | 0.0% | — | 269 | +230 | New | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 233 | 10 | 0.0% | 0.0% | 268 | +18 | 8.37% | Q1 2026 | Apr 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 212 | 9 | 0.0% | — | 271 | +212 | New | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 181 | 8 | 0.0% | 0.0% | 272 | -35 | -16.2% | Q1 2026 | May 13, 2026 |
| Investors Portfolio Services LLC | History | No change | 178 | 8 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 170 | 7 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capitol Family Office, Inc. | History | No change | 134 | 6 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Redwood Park Advisors LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | No change | 100 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 71 | 3 | 0.0% | 0.01% | 279 | -43 | -37.72% | Q1 2026 | May 11, 2026 |
| Scarborough Advisors, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 78 | 3 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 56 | 2 | 0.0% | 0.0% | 281 | -5 | -8.2% | Q1 2026 | May 08, 2026 |
| Cheviot Value Management, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fund Evaluation Group, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -205,534 | -100.0% | Q1 2026 | May 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,488 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,311 | -100.0% | Q1 2026 | May 14, 2026 |
| Boston Common Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,033 | -100.0% | Q1 2026 | May 07, 2026 |
| WASHINGTON TRUST Co | History | Closed out | 0 | 0 | — | 0.02% | — | -10,260 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Kelsey Financial, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -6,071 | -100.0% | Q1 2026 | May 06, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,047 | -100.0% | Q1 2026 | May 13, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -5,526 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -4,870 | -100.0% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,838 | -100.0% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,834 | -100.0% | Q1 2026 | May 14, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,924 | -100.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,874 | -100.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -660 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q1 2026 | May 15, 2026 |