PLAINS ALL AMERICAN PIPELINE LP - PAA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Reduced | 73,107,070 | 1,632,480 | 7.68% | 7.95% | 1 | -2,944,519 | -3.87% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 33,385,562 | 745,499 | 0.11% | 0.09% | 2 | -123,236 | -0.37% | Q1 2026 | May 12, 2026 |
| Blackstone Inc. | History | Added to | 18,740,802 | 418,482 | 1.63% | 0.94% | 3 | +5,448,226 | 40.99% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 17,051,582 | 380,761 | 0.52% | 0.44% | 4 | +761,703 | 4.68% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 16,540,807 | 369,356 | 0.04% | 0.04% | 5 | -3,509,165 | -17.5% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 11,401,038 | 254,585 | 0.02% | 0.01% | 6 | +1,519,790 | 15.38% | Q1 2026 | May 15, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 10,792,532 | 240,997 | 2.51% | 2.18% | 7 | +1,250,376 | 13.1% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 8,768,404 | 195,798 | 0.03% | 0.02% | 8 | +989,751 | 12.72% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Added to | 6,200,636 | 138,460 | 2.65% | 2.09% | 9 | +1,081,102 | 21.12% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,902,155 | 109,465 | 0.01% | 0.01% | 10 | -457,461 | -8.54% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,906,322 | 87,775 | 0.01% | 0.01% | 11 | -2,021,309 | -34.1% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,713,673 | 84,657 | 0.14% | 0.14% | 12 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,761,989 | 84,005 | 0.11% | — | 13 | +3,761,989 | New | Q1 2026 | May 12, 2026 |
| BROOKFIELD Corp /ON/ | History | Added to | 3,691,435 | 82,429 | 0.11% | 0.02% | 14 | +2,992,549 | 428.19% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Added to | 3,651,700 | 81,542 | 0.19% | 0.02% | 15 | +3,065,800 | 523.26% | Q1 2026 | May 13, 2026 |
| Fractal Investments LLC | History | No change | 3,625,784 | 80,963 | 9.58% | 9.09% | 16 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,337,800 | 80,446 | 0.04% | 0.01% | 17 | +1,652,940 | 98.11% | Q1 2026 | May 12, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 3,089,992 | 68,999 | 4.81% | 5.14% | 18 | +130,164 | 4.4% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,994,400 | 66,864 | 0.13% | 0.1% | 19 | -95,100 | -3.08% | Q1 2026 | May 13, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 2,801,601 | 62,559 | 1.71% | 1.55% | 20 | -52,915 | -1.85% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,782,400 | 62,130 | 0.01% | 0.01% | 21 | -138,800 | -4.75% | Q1 2026 | May 15, 2026 |
| BERKLEY W R CORP | History | No change | 2,684,307 | 59,940 | 3.22% | 2.27% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | No change | 2,670,671 | 59,636 | 0.05% | 0.04% | 23 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 2,653,685 | 59,257 | 2.09% | 2.01% | 24 | -67,735 | -2.49% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,542,360 | 56,770 | 0.01% | 0.01% | 25 | +277,133 | 12.23% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 2,332,960 | 52,094 | 0.01% | 0.01% | 26 | -169,390 | -6.77% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,287,298 | 51,075 | 0.01% | 0.01% | 27 | -461,123 | -16.78% | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 2,265,985 | 50,599 | 1.82% | 2.41% | 28 | -1,365,270 | -37.6% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 2,251,634 | 50,278 | 0.13% | 0.08% | 29 | +834,899 | 58.93% | Q1 2026 | May 14, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 1,979,254 | 44,197 | 0.08% | 0.08% | 30 | -523,055 | -20.9% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,883,597 | 42,060 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 1,776,900 | 39,678 | 0.41% | 0.44% | 32 | -400,000 | -18.37% | Q1 2026 | Apr 28, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 1,657,477 | 37,011 | 0.09% | 0.07% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,607,509 | 35,895 | 0.01% | 0.0% | 34 | +86,734 | 5.7% | Q1 2026 | May 11, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 1,538,227 | 34,348 | 0.25% | 0.01% | 35 | +1,470,707 | 2178.18% | Q1 2026 | May 15, 2026 |
| Energy Income Partners, LLC | History | Reduced | 1,323,892 | 29,562 | 0.48% | 0.44% | 36 | -15,565 | -1.16% | Q1 2026 | May 15, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Reduced | 1,230,349 | 27,473 | 5.73% | 6.46% | 37 | -364,091 | -22.84% | Q1 2026 | May 12, 2026 |
| Bollard Group LLC | History | Added to | 1,215,856 | 27,150 | 0.8% | 0.51% | 38 | +86,602 | 7.67% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 1,127,700 | 25,181 | 0.01% | 0.01% | 39 | -9,400 | -0.83% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 1,016,435 | 22,718 | 0.03% | 0.02% | 40 | +14,059 | 1.4% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 913,600 | 20,400 | 0.01% | 0.01% | 41 | +314,400 | 52.47% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 839,797 | 18,752 | 0.01% | 0.0% | 42 | +54,202 | 6.9% | Q1 2026 | May 14, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 823,061 | 18,378 | 2.06% | 1.96% | 43 | -4,730 | -0.57% | Q1 2026 | Apr 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 785,079 | 17,530 | 0.04% | 0.01% | 44 | +432,710 | 122.8% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 759,279 | 16,954 | 0.0% | 0.0% | 45 | +23,269 | 3.16% | Q1 2026 | May 06, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | New | 753,200 | 16,818 | 0.46% | — | 46 | +753,200 | New | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 665,863 | 14,868 | 0.42% | 0.36% | 47 | +2,100 | 0.32% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 654,266 | 14,609 | 0.02% | 0.01% | 48 | -3,420 | -0.52% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 622,795 | 13,907 | 0.1% | 0.1% | 49 | -53,229 | -7.87% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 617,070 | 13,780 | 0.0% | 0.0% | 50 | +10,899 | 1.8% | Q1 2026 | May 15, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | Added to | 602,300 | 13,449 | 7.42% | 6.27% | 51 | +2,300 | 0.38% | Q1 2026 | Apr 09, 2026 |
| Americana Partners, LLC | History | Added to | 579,048 | 12,930 | 0.34% | 0.29% | 52 | +507 | 0.09% | Q1 2026 | May 12, 2026 |
| NEOS Investment Management LLC | History | Added to | 575,617 | 12,853 | 0.06% | 0.0% | 53 | +528,492 | 1121.47% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 574,607 | 12,830 | 0.0% | 0.0% | 54 | +18,785 | 3.38% | Q1 2026 | May 15, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 528,931 | 11,811 | 2.5% | 2.36% | 55 | +2,519 | 0.48% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 525,612 | 11,736 | 0.08% | 0.08% | 56 | -40,005 | -7.07% | Q1 2026 | Apr 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 500,040 | 11,165 | 0.16% | 0.15% | 57 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 464,012 | 10,361 | 0.0% | 0.01% | 58 | -331,551 | -41.68% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 447,882 | 10,001 | 0.0% | 0.0% | 59 | -78,948 | -14.99% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 436,629 | 9,749 | 0.16% | 0.13% | 60 | +20,914 | 5.03% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 433,814 | 9,687 | 0.01% | 0.01% | 61 | +3,652 | 0.85% | Q1 2026 | May 05, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 418,862 | 9,353 | 0.19% | 0.16% | 62 | -19,883 | -4.53% | Q1 2026 | May 04, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 412,500 | 9,211 | 3.42% | 2.69% | 63 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 403,256 | 9,004 | 0.33% | 0.28% | 64 | -34,940 | -7.97% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 379,437 | 8,472 | 0.21% | 0.18% | 65 | +4,492 | 1.2% | Q1 2026 | Apr 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 364,794 | 8,145 | 0.01% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 363,237 | 8,111 | 0.0% | 0.0% | 67 | +68,503 | 23.24% | Q1 2026 | May 04, 2026 |
| Jump Financial, LLC | History | Reduced | 327,163 | 7,305 | 0.1% | 0.09% | 68 | -101,278 | -23.64% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 302,443 | 6,753 | 0.03% | 0.15% | 69 | -1,882,515 | -86.16% | Q1 2026 | May 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 256,241 | 5,721 | 0.08% | 0.04% | 70 | +85,405 | 49.99% | Q1 2026 | May 04, 2026 |
| BFSG, LLC | History | New | 254,153 | 5,675 | 0.54% | — | 71 | +254,153 | New | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 235,820 | 5,265 | 0.01% | 0.0% | 72 | +20,276 | 9.41% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 233,372 | 5,211 | 0.0% | 0.0% | 73 | +4,507 | 1.97% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Reduced | 220,018 | 4,913 | 0.0% | 0.0% | 74 | -4 | -0.0% | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 214,427 | 4,788 | 0.16% | 0.15% | 75 | -12,366 | -5.45% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 210,240 | 4,694 | 0.01% | 0.01% | 76 | +23,596 | 12.64% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 407,180 | 4,685 | 0.01% | 0.01% | 77 | +8,544 | 2.14% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 209,095 | 4,669 | 0.0% | 0.0% | 78 | +59,015 | 39.32% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 205,460 | 4,587 | 0.0% | 0.0% | 79 | +901 | 0.44% | Q1 2026 | May 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 200,000 | 4,466 | 0.06% | 0.03% | 80 | +50,000 | 33.33% | Q1 2026 | Apr 30, 2026 |
| Callodine Capital Management, LP | History | Added to | 200,000 | 4,466 | 0.31% | 0.22% | 81 | +50,000 | 33.33% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 198,059 | 4,422 | 0.0% | 0.0% | 82 | -140,739 | -41.54% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 205,223 | 4,350 | 0.1% | 0.1% | 83 | +146 | 0.07% | Q1 2026 | May 04, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 192,807 | 4,305 | 0.23% | — | 84 | +192,807 | New | Q1 2026 | May 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 230,823 | 4,145 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 182,300 | 4,070 | 0.8% | 0.72% | 86 | -7,000 | -3.7% | Q1 2026 | Apr 15, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 181,615 | 4,055 | 0.61% | 0.39% | 87 | +44,640 | 32.59% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 175,819 | 3,926 | 0.02% | 0.01% | 88 | +49,138 | 38.79% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 171,281 | 3,824 | 0.02% | 0.01% | 89 | +2,123 | 1.26% | Q1 2026 | Apr 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 167,905 | 3,749 | 0.0% | 0.0% | 90 | -36,298 | -17.78% | Q1 2026 | May 13, 2026 |
| ELCO Management Co., LLC | History | Added to | 159,567 | 3,563 | 1.71% | 0.18% | 91 | +143,488 | 892.39% | Q1 2026 | Apr 23, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 175,260 | 3,505 | 1.15% | — | 92 | +175,260 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 156,079 | 3,485 | 0.0% | 0.0% | 93 | -200 | -0.13% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 155,082 | 3,433 | 0.01% | 0.0% | 94 | +29,301 | 23.3% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 150,041 | 3,350 | 0.0% | 0.0% | 95 | -2,100 | -1.38% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 144,952 | 3,236 | 0.0% | 0.0% | 96 | +18,000 | 14.18% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 143,584 | 3,206 | 0.0% | 0.0% | 97 | -6,224 | -4.15% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 140,618 | 3,139 | 0.01% | 0.01% | 98 | +2,172 | 1.57% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 140,109 | 3,128 | 0.0% | 0.0% | 99 | -14,364 | -9.3% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Added to | 139,743 | 3,120 | 0.15% | 0.12% | 100 | +1,402 | 1.01% | Q1 2026 | Apr 27, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 126,670 | 2,828 | 2.04% | 1.65% | 101 | -24,586 | -16.25% | Q1 2026 | Apr 23, 2026 |
| CenterStar Asset Management, LLC | History | New | 124,218 | 2,773 | 0.35% | — | 102 | +124,218 | New | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Reduced | 119,487 | 2,668 | 0.0% | 0.01% | 103 | -120,373 | -50.18% | Q1 2026 | May 15, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 118,858 | 2,654 | 0.32% | 0.27% | 104 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 111,413 | 2,487 | 0.5% | 0.46% | 105 | -21,164 | -15.96% | Q1 2026 | Apr 28, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 111,202 | 2,483 | 0.21% | 0.18% | 106 | -2,730 | -2.4% | Q1 2026 | Apr 27, 2026 |
| Clarus Group, Inc. | History | Reduced | 111,025 | 2,479 | 0.89% | 0.74% | 107 | -3,374 | -2.95% | Q1 2026 | Apr 21, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 109,178 | 2,471 | 0.16% | 0.13% | 108 | -933 | -0.85% | Q1 2026 | May 12, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 109,858 | 2,453 | 0.39% | 0.3% | 109 | +10,639 | 10.72% | Q1 2026 | Apr 09, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 109,691 | 2,449 | 0.21% | 0.12% | 110 | +27,221 | 33.01% | Q1 2026 | Apr 15, 2026 |
| Rydar Equities, Inc. | History | Added to | 108,742 | 2,428 | 1.88% | 1.49% | 111 | +2,218 | 2.08% | Q1 2026 | Apr 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 108,703 | 2,427 | 0.06% | 0.05% | 112 | +4,422 | 4.24% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | New | 106,628 | 2,381 | 0.02% | — | 113 | +106,628 | New | Q1 2026 | May 11, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 103,580 | 2,312 | 1.08% | 0.32% | 114 | +62,477 | 152.0% | Q1 2026 | Apr 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 103,023 | 2,300 | 0.0% | — | 115 | +103,023 | New | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | No change | 100,720 | 2,249 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 98,520 | 2,200 | 0.01% | 0.0% | 117 | -16,865 | -14.62% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 96,375 | 2,152 | 0.01% | 0.01% | 118 | +35,694 | 58.82% | Q1 2026 | May 15, 2026 |
| Cohen Capital Management, Inc. | History | No change | 95,397 | 2,130 | 0.33% | 0.26% | 119 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | New | 92,100 | 2,056 | 1.32% | — | 120 | +92,100 | New | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 90,209 | 2,014 | 0.02% | — | 121 | +90,209 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 89,464 | 1,997 | 0.02% | 0.02% | 122 | -4,183 | -4.47% | Q1 2026 | Apr 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 87,542 | 1,954 | 0.04% | 0.06% | 123 | -90,000 | -50.69% | Q1 2026 | May 01, 2026 |
| Mountain Lake Investment Management LLC | History | No change | 86,237 | 1,925 | 1.24% | 1.18% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 83,540 | 1,868 | 0.01% | 0.01% | 125 | +9,630 | 13.03% | Q1 2026 | May 15, 2026 |
| DV Trading LLC | History | Added to | 82,454 | 1,841 | 0.04% | 0.02% | 126 | +49,221 | 148.11% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 80,845 | 1,805 | 0.05% | 0.04% | 127 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Added to | 78,279 | 1,747 | 0.03% | 0.02% | 128 | +15,988 | 25.67% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 77,848 | 1,738 | 0.0% | 0.0% | 129 | +31,475 | 67.87% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 77,541 | 1,731 | 0.0% | 0.0% | 130 | +14,943 | 23.87% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 74,074 | 1,654 | 0.0% | 0.0% | 131 | +6,074 | 8.93% | Q1 2026 | May 14, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 70,459 | 1,573 | 0.05% | 0.04% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Reduced | 70,004 | 1,563 | 0.02% | 0.03% | 133 | -3,665 | -4.97% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 67,798 | 1,513 | 0.01% | 0.01% | 134 | -4,794 | -6.6% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 67,373 | 1,504 | 0.02% | 0.03% | 135 | -15,153 | -18.36% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 66,772 | 1,491 | 0.0% | 0.0% | 136 | -30,517 | -31.37% | Q1 2026 | May 15, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 66,211 | 1,478 | 0.37% | 0.42% | 137 | -22,052 | -24.98% | Q1 2026 | Apr 16, 2026 |
| Corps Capital Advisors, LLC | History | Added to | 66,118 | 1,476 | 1.28% | 0.98% | 138 | +13,650 | 26.02% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 62,857 | 1,403 | 0.02% | 0.02% | 139 | +401 | 0.64% | Q1 2026 | Apr 14, 2026 |
| RR Advisors, LLC | History | No change | 62,549 | 1,396 | 0.39% | 0.35% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 61,360 | 1,370 | 0.01% | 0.0% | 141 | +14,261 | 30.28% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 61,269 | 1,368 | 0.02% | 0.02% | 142 | +4 | 0.01% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 59,899 | 1,337 | 0.1% | 0.08% | 143 | -102 | -0.17% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 57,122 | 1,275 | 0.01% | 0.01% | 144 | -23 | -0.04% | Q1 2026 | Apr 23, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 57,047 | 1,273 | 0.21% | 0.23% | 145 | +858 | 1.53% | Q1 2026 | Apr 17, 2026 |
| Nicholas Wealth, LLC. | History | New | 56,975 | 1,272 | 0.88% | — | 146 | +56,975 | New | Q1 2026 | Apr 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 56,816 | 1,268 | 0.03% | — | 148 | +56,816 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 56,815 | 1,268 | 0.01% | — | 147 | +56,815 | New | Q1 2026 | May 15, 2026 |
| Morse Asset Management, Inc | History | Reduced | 56,500 | 1,261 | 0.26% | 0.22% | 149 | -5,500 | -8.87% | Q1 2026 | May 14, 2026 |
| Bramshill Investments, LLC | History | Reduced | 55,912 | 1,248 | 0.11% | 0.06% | 150 | -349 | -0.62% | Q1 2026 | May 15, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Reduced | 55,300 | 1,234 | 0.06% | 0.16% | 151 | -100,000 | -64.39% | Q1 2026 | Apr 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 55,063 | 1,229 | 0.01% | 0.01% | 152 | +60 | 0.11% | Q1 2026 | May 15, 2026 |
| Greenline Partners, LLC | History | Added to | 54,801 | 1,223 | 0.13% | 0.06% | 153 | +23,159 | 73.19% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 54,597 | 1,219 | 0.08% | 0.04% | 154 | +21,028 | 62.64% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 54,491 | 1,216 | 0.2% | 0.17% | 155 | -505 | -0.92% | Q1 2026 | May 08, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 54,200 | 1,210 | 0.74% | 0.58% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 52,394 | 1,169 | 0.11% | 0.09% | 157 | +3,000 | 6.07% | Q1 2026 | Apr 15, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 52,258 | 1,166 | 0.6% | 0.48% | 158 | -238 | -0.45% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 51,715 | 1,154 | 0.0% | 0.0% | 159 | +208 | 0.4% | Q1 2026 | May 14, 2026 |
| Prospect Financial Services LLC | History | Reduced | 50,947 | 1,137 | 0.69% | 0.53% | 160 | -173 | -0.34% | Q1 2026 | Apr 24, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 50,048 | 1,117 | 0.03% | 0.02% | 161 | +8,838 | 21.45% | Q1 2026 | Apr 27, 2026 |
| NATIXIS | History | New | 50,000 | 1,116 | 0.0% | — | 162 | +50,000 | New | Q1 2026 | May 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 48,885 | 1,091 | 0.08% | 0.07% | 163 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 45,796 | 1,022 | 0.0% | 0.0% | 164 | -25,667 | -35.92% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 44,238 | 987 | 0.01% | 0.01% | 165 | +10,128 | 29.69% | Q1 2026 | Apr 28, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 44,192 | 986 | 0.1% | 0.08% | 166 | +52 | 0.12% | Q1 2026 | May 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 42,000 | 937 | 0.07% | — | 167 | +42,000 | New | Q1 2026 | May 06, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 41,453 | 925 | 0.09% | 0.18% | 168 | -68,151 | -62.18% | Q1 2026 | May 06, 2026 |
| DRW Securities, LLC | History | Added to | 41,200 | 919 | 0.01% | 0.01% | 169 | +29,702 | 258.32% | Q1 2026 | May 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 40,900 | 913 | 0.04% | 0.03% | 170 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Caprock Group, LLC | History | Reduced | 40,833 | 911 | 0.02% | 0.02% | 171 | -5,900 | -12.62% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | New | 40,657 | 908 | 0.0% | — | 172 | +40,657 | New | Q1 2026 | Apr 16, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 39,479 | 881 | 0.76% | 0.58% | 173 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 38,822 | 866 | 0.0% | 0.0% | 174 | -5,031 | -11.47% | Q1 2026 | Apr 24, 2026 |
| UMB Bank, n.a. | History | No change | 38,552 | 860 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 38,025 | 849 | 0.04% | 0.04% | 176 | -299 | -0.78% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,035 | 804 | 0.01% | 0.0% | 177 | +35,744 | 12283.16% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Added to | 35,289 | 788 | 0.04% | 0.02% | 178 | +13,500 | 61.96% | Q1 2026 | May 04, 2026 |
| Manske Wealth Management | History | Reduced | 34,977 | 781 | 0.22% | 0.21% | 180 | -4,231 | -10.79% | Q1 2026 | Apr 30, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 35,000 | 781 | 0.09% | 0.06% | 179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| F/m Investments LLC | History | No change | 34,686 | 774 | 0.05% | 0.02% | 181 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Diversified Trust Co | History | No change | 34,221 | 764 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Quantinno Capital Management LP | History | Reduced | 33,964 | 758 | 0.0% | 0.0% | 183 | -4,100 | -10.77% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | No change | 33,214 | 741 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sippican Capital Advisors | History | No change | 32,800 | 732 | 0.5% | 0.38% | 185 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 32,021 | 715 | 0.0% | 0.0% | 186 | +516 | 1.64% | Q1 2026 | May 08, 2026 |
| Apella Capital, LLC | History | New | 33,689 | 708 | 0.01% | — | 187 | +33,689 | New | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 31,444 | 702 | 0.01% | 0.0% | 188 | +13,039 | 70.84% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 30,114 | 672 | 0.0% | 0.0% | 189 | -710 | -2.3% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 30,050 | 671 | 0.0% | 0.0% | 190 | -4,179 | -12.21% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 30,026 | 670 | 0.0% | 0.0% | 191 | +13,804 | 85.09% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 30,001 | 669 | 0.0% | 0.0% | 192 | -529 | -1.73% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 29,907 | 667 | 0.02% | 0.01% | 193 | +13,454 | 81.77% | Q1 2026 | Apr 22, 2026 |
| Hartford Financial Management Inc. | History | No change | 29,766 | 664 | 0.17% | 0.14% | 194 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 29,615 | 661 | 0.01% | 0.01% | 196 | +184 | 0.63% | Q1 2026 | Apr 20, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 29,640 | 661 | 0.09% | 0.07% | 195 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 29,450 | 657 | 0.02% | 0.02% | 197 | +1,495 | 5.35% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 29,328 | 654 | 0.01% | 0.01% | 198 | -142 | -0.48% | Q1 2026 | May 18, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 29,254 | 653 | 0.08% | — | 199 | +29,254 | New | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 28,439 | 635 | 0.0% | 0.0% | 200 | +453 | 1.62% | Q1 2026 | May 05, 2026 |
| Symmetry Partners, LLC | History | No change | 28,105 | 627 | 0.04% | 0.03% | 201 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 27,857 | 622 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 26,760 | 597 | 0.01% | 0.01% | 203 | +2,287 | 9.34% | Q1 2026 | May 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 26,431 | 590 | 0.42% | 0.38% | 204 | -1,000 | -3.65% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 25,659 | 572 | 0.06% | 0.04% | 205 | +6,363 | 32.98% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 25,100 | 560 | 0.0% | 0.0% | 206 | -174,600 | -87.43% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 25,122 | 560 | 0.01% | 0.01% | 207 | -1,166 | -4.44% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 24,996 | 558 | 0.01% | 0.01% | 208 | +3,454 | 16.03% | Q1 2026 | Apr 27, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 24,485 | 546 | 0.09% | 0.08% | 209 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Segment Wealth Management, LLC | History | New | 24,400 | 544 | 0.03% | — | 210 | +24,400 | New | Q1 2026 | Apr 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 24,305 | 542 | 0.01% | 0.01% | 211 | +8 | 0.03% | Q1 2026 | May 01, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 24,140 | 539 | 0.0% | 0.0% | 212 | +11,202 | 86.58% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,364 | 521 | 0.0% | 0.0% | 213 | -10,046 | -30.07% | Q1 2026 | Apr 27, 2026 |
| Westover Capital Advisors, LLC | History | No change | 23,000 | 513 | 0.09% | 0.08% | 214 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 22,650 | 505 | 0.01% | 0.01% | 215 | -1,855 | -7.57% | Q1 2026 | May 15, 2026 |
| Fulcrum Asset Management LLP | History | No change | 22,282 | 500 | 0.08% | 0.11% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 22,035 | 492 | 0.04% | 0.02% | 217 | +4,135 | 23.1% | Q1 2026 | Apr 20, 2026 |
| Glenview Trust Co | History | No change | 22,076 | 492 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lee Financial Co | History | No change | 21,976 | 490 | 0.07% | 0.05% | 219 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Callahan Advisors, LLC | History | Added to | 21,794 | 486 | 0.04% | 0.03% | 220 | +20 | 0.09% | Q1 2026 | May 12, 2026 |
| Stablepoint Partners, LLC | History | No change | 21,110 | 471 | 0.07% | 0.06% | 221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,071 | 466 | 0.02% | 0.01% | 222 | +8,446 | 66.9% | Q1 2026 | May 12, 2026 |
| Atala Financial Inc | History | No change | 21,349 | 466 | 0.31% | 0.24% | 223 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Diligent Investors, LLC | History | No change | 20,699 | 462 | 0.11% | 0.09% | 224 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 20,000 | 446 | 0.07% | 0.06% | 225 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 19,909 | 444 | 0.03% | 0.02% | 226 | -1,500 | -7.01% | Q1 2026 | Apr 14, 2026 |
| Hardy Reed LLC | History | Reduced | 19,700 | 439 | 0.03% | 0.04% | 227 | -11,850 | -37.56% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 19,652 | 438 | 0.0% | 0.0% | 229 | +2,701 | 15.93% | Q1 2026 | May 13, 2026 |
| Liberty Capital Management, Inc. | History | No change | 24,400 | 438 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rede Wealth, LLC | History | Reduced | 19,250 | 429 | 0.15% | 0.13% | 230 | -1,433 | -6.93% | Q1 2026 | Apr 10, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 19,173 | 428 | 0.15% | 0.12% | 231 | +394 | 2.1% | Q1 2026 | Apr 22, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 18,884 | 421 | 0.05% | 0.04% | 232 | +1,325 | 7.55% | Q1 2026 | May 06, 2026 |
| VestGen Advisors, LLC | History | No change | 19,100 | 419 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Amundi | History | New | 18,653 | 416 | 0.0% | — | 234 | +18,653 | New | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 18,626 | 415 | 0.0% | 0.0% | 235 | +3,836 | 25.94% | Q1 2026 | May 11, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 18,556 | 414 | 0.06% | 0.05% | 236 | -495 | -2.6% | Q1 2026 | Apr 21, 2026 |
| Secure Asset Management, LLC | History | Reduced | 18,452 | 412 | 0.07% | 0.06% | 237 | -3,799 | -17.07% | Q1 2026 | Apr 09, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 18,300 | 408 | 0.21% | 0.19% | 238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Annandale Capital, LLC | History | Reduced | 18,153 | 405 | 0.06% | 0.05% | 239 | -4,135 | -18.55% | Q1 2026 | May 15, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 17,848 | 398 | 0.09% | 0.08% | 240 | -100 | -0.56% | Q1 2026 | Apr 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 17,600 | 393 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Morgan Creek Capital Management, LLC | History | No change | 17,642 | 393 | 0.26% | 0.08% | 242 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | No change | 17,500 | 390 | 0.16% | 0.13% | 243 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 21,704 | 389 | 0.0% | 0.0% | 244 | +3,086 | 16.58% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 17,147 | 383 | 0.01% | 0.01% | 245 | -3,026 | -15.0% | Q1 2026 | Apr 21, 2026 |
| R.H. Dinel Investment Counsel, Inc. | History | No change | 17,000 | 379 | 0.31% | 0.22% | 246 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Brookstone Capital Management | History | Added to | 16,856 | 376 | 0.0% | 0.0% | 247 | +3 | 0.02% | Q1 2026 | Apr 16, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 16,500 | 368 | 0.01% | 0.01% | 248 | -2,200 | -11.76% | Q1 2026 | May 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 16,200 | 361 | 0.04% | 0.08% | 249 | -17,100 | -51.35% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 15,928 | 355 | 0.0% | 0.0% | 250 | -127 | -0.79% | Q1 2026 | May 11, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 15,750 | 351 | 0.25% | 0.22% | 251 | -1,250 | -7.35% | Q1 2026 | May 07, 2026 |
| Claris Financial LLC | History | No change | 15,591 | 348 | 0.19% | 0.15% | 252 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Avior Wealth Management, LLC | History | New | 15,460 | 345 | 0.01% | — | 255 | +15,460 | New | Q1 2026 | Apr 09, 2026 |
| HB Wealth Management, LLC | History | Reduced | 15,463 | 345 | 0.0% | 0.0% | 253 | -519 | -3.25% | Q1 2026 | Apr 27, 2026 |
| Chancellor Financial Group WB LP | History | No change | 15,457 | 345 | 0.24% | 0.19% | 254 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | No change | 15,968 | 344 | 0.11% | 0.1% | 256 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 15,398 | 343 | 0.09% | 0.07% | 257 | +237 | 1.56% | Q1 2026 | Apr 27, 2026 |
| FourThought Financial Partners, LLC | History | No change | 15,268 | 340 | 0.03% | 0.02% | 258 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 15,100 | 337 | 0.01% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 14,783 | 330 | 0.01% | 0.01% | 260 | -1,232 | -7.69% | Q1 2026 | May 06, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 14,690 | 328 | 0.04% | 0.03% | 261 | -387 | -2.57% | Q1 2026 | May 04, 2026 |
| Arista Wealth Management, LLC | History | No change | 14,600 | 326 | 0.04% | 0.03% | 262 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 14,595 | 325 | 0.02% | — | 263 | +14,595 | New | Q1 2026 | Apr 16, 2026 |
| NewEdge Wealth, LLC | History | No change | 14,455 | 322 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Added to | 14,294 | 319 | 0.0% | 0.0% | 265 | +100 | 0.7% | Q1 2026 | Apr 08, 2026 |
| Requisite Capital Management, LLC | History | No change | 14,267 | 318 | 0.06% | 0.05% | 266 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 14,162 | 316 | 0.07% | 0.06% | 267 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 13,900 | 310 | 0.02% | 0.01% | 268 | +3,000 | 27.52% | Q1 2026 | May 07, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 13,602 | 303 | 0.04% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 13,448 | 300 | 0.0% | 0.0% | 270 | -620 | -4.41% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,242 | 291 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Magnus Financial Group LLC | History | Reduced | 12,921 | 288 | 0.02% | 0.02% | 272 | -1,926 | -12.97% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | New | 12,865 | 287 | 0.0% | — | 273 | +12,865 | New | Q1 2026 | May 15, 2026 |
| Elemental Capital Partners LLC | History | New | 12,753 | 284 | 0.12% | — | 274 | +12,753 | New | Q1 2026 | Apr 27, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 12,508 | 279 | 0.08% | 0.07% | 275 | +258 | 2.11% | Q1 2026 | May 04, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 12,310 | 275 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 12,206 | 272 | 0.22% | 0.18% | 277 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,120 | 271 | 0.0% | 0.0% | 278 | +2,157 | 21.65% | Q1 2026 | May 15, 2026 |
| Providence Financial Advisors, LLC | History | No change | 12,058 | 269 | 0.15% | 0.22% | 279 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pingora Partners LLC | History | No change | 12,033 | 268 | 0.16% | 0.13% | 280 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 11,918 | 266 | 0.04% | 0.03% | 281 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 12,189 | 266 | 0.01% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Summit Trail Advisors, LLC | History | New | 11,651 | 260 | 0.0% | — | 284 | +11,651 | New | Q1 2026 | May 12, 2026 |
| Keystone Financial Group | History | No change | 11,653 | 260 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | No change | 11,574 | 258 | 0.03% | 0.02% | 285 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First Trust Capital Management L.P. | History | No change | 11,514 | 257 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 11,352 | 253 | 0.0% | — | 287 | +11,352 | New | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 11,295 | 252 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 11,208 | 250 | 0.01% | 0.01% | 289 | +170 | 1.54% | Q1 2026 | May 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,891 | 243 | 0.01% | 0.01% | 290 | -62 | -0.57% | Q1 2026 | Apr 28, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 10,800 | 241 | 0.06% | 0.05% | 292 | -500 | -4.42% | Q1 2026 | May 11, 2026 |
| ADIRONDACK TRUST CO | History | No change | 10,800 | 241 | 0.08% | 0.06% | 291 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| State of Wyoming | History | New | 10,788 | 240 | 0.03% | — | 294 | +10,788 | New | Q1 2026 | May 13, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 14,700 | 240 | 0.11% | 0.11% | 293 | +2,300 | 18.55% | Q1 2026 | Apr 22, 2026 |
| Cannell & Spears LLC | History | No change | 10,700 | 238 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | New | 10,600 | 236 | 0.02% | — | 296 | +10,600 | New | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | New | 10,594 | 236 | 0.0% | — | 297 | +10,594 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,545 | 235 | 0.0% | 0.0% | 298 | +5,434 | 106.32% | Q1 2026 | May 07, 2026 |
| StoneX Group Inc. | History | Reduced | 10,489 | 234 | 0.01% | 0.03% | 299 | -23,941 | -69.54% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,464 | 233 | 0.0% | 0.0% | 300 | +30 | 0.29% | Q1 2026 | May 13, 2026 |