PGIM ETF TRUST - PAAA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | History | Reduced | 44,277,722 | 2,266,133 | 2.79% | 2.84% | 1 | -1,650,019 | -3.59% | Q1 2026 | May 13, 2026 |
| ALLIANZ SE | History | New | 10,604,500 | 542,738 | 6.02% | — | 2 | +10,604,500 | New | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,248,399 | 422,153 | 0.03% | 0.03% | 3 | +1,352,768 | 19.62% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | New | 6,088,840 | 311,626 | 0.29% | — | 4 | +6,088,840 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 5,037,335 | 257,810 | 0.02% | 0.01% | 5 | +676,470 | 15.51% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,849,195 | 248,181 | 0.07% | 0.06% | 6 | +814,073 | 20.17% | Q1 2026 | May 06, 2026 |
| Corebridge Financial, Inc. | History | New | 4,011,314 | 206,021 | 18.88% | — | 7 | +4,011,314 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,868,028 | 197,966 | 0.03% | 0.0% | 8 | +3,563,618 | 1170.66% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,127,790 | 160,705 | 0.08% | 0.08% | 9 | +674,337 | 27.49% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,620,622 | 134,123 | 0.03% | 0.02% | 10 | +299,862 | 12.92% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,083,226 | 106,589 | 0.02% | 0.02% | 11 | +691,055 | 49.64% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 1,493,640 | 76,444 | 1.71% | 1.7% | 12 | +9,065 | 0.61% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,415,123 | 72,425 | 0.02% | 0.01% | 13 | +918,428 | 184.91% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,223,679 | 62,627 | 0.11% | 0.08% | 14 | +377,375 | 44.59% | Q1 2026 | May 14, 2026 |
| NORDEN GROUP LLC | History | Reduced | 1,210,899 | 61,973 | 5.95% | 6.24% | 15 | -33,213 | -2.67% | Q1 2026 | Apr 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,210,048 | 61,930 | 0.02% | 0.01% | 16 | +291,610 | 31.75% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,203,448 | 61,592 | 0.04% | 0.03% | 17 | +271,557 | 29.14% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 1,202,149 | 61,525 | 0.01% | 0.01% | 18 | -135,204 | -10.11% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,061,709 | 54,338 | 0.08% | 0.06% | 19 | +142,957 | 15.56% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,032,296 | 53,018 | 0.0% | 0.0% | 20 | -122,434 | -10.6% | Q1 2026 | May 13, 2026 |
| Employees Retirement System of Texas | History | Added to | 1,000,000 | 51,180 | 0.45% | 0.21% | 21 | +500,000 | 100.0% | Q1 2026 | May 13, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 740,429 | 37,895 | 11.34% | 10.69% | 22 | +59,790 | 8.78% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 538,311 | 27,551 | 0.07% | 0.04% | 23 | +258,133 | 92.13% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 507,886 | 25,993 | 0.13% | 0.13% | 24 | +29,601 | 6.19% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 501,811 | 25,682 | 0.32% | 0.32% | 25 | +80 | 0.02% | Q1 2026 | Apr 20, 2026 |
| Main Street Group, LTD | History | Added to | 457,211 | 23,400 | 6.87% | 2.82% | 26 | +297,820 | 186.85% | Q1 2026 | May 06, 2026 |
| POTENTIA WEALTH | History | Added to | 439,923 | 22,515 | 8.69% | 7.5% | 27 | +40,487 | 10.14% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 426,225 | 21,815 | 0.03% | 0.03% | 28 | -7,078 | -1.63% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 394,066 | 20,168 | 0.02% | 0.02% | 29 | +8,888 | 2.31% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 385,949 | 19,752 | 0.03% | 0.01% | 30 | +178,254 | 85.82% | Q1 2026 | Apr 27, 2026 |
| Fiduciary Group, LLC | History | Added to | 371,793 | 19,028 | 1.62% | 1.39% | 31 | +48,293 | 14.93% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 353,663 | 18,100 | 0.07% | 0.05% | 32 | +101,909 | 40.48% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 348,677 | 17,845 | 0.1% | 0.08% | 33 | +47,942 | 15.94% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 345,542 | 17,684 | 0.44% | 0.42% | 34 | +29,266 | 9.25% | Q1 2026 | Apr 07, 2026 |
| Addison Capital Co | History | Added to | 327,947 | 16,784 | 2.99% | 2.93% | 35 | +99,098 | 43.3% | Q1 2026 | Apr 29, 2026 |
| WNY Asset Management, LLC | History | New | 322,914 | 16,526 | 1.71% | — | 36 | +322,914 | New | Q1 2026 | May 22, 2026 |
| WealthPlan Investment Management, LLC | History | New | 314,049 | 16,073 | 0.9% | — | 37 | +314,049 | New | Q1 2026 | Apr 29, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 304,930 | 15,606 | 0.61% | 0.85% | 38 | -140,015 | -31.47% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 304,061 | 15,561 | 0.81% | 0.7% | 39 | +46,047 | 17.85% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 289,228 | 14,802 | 0.02% | 0.02% | 40 | -55,166 | -16.02% | Q1 2026 | May 05, 2026 |
| Nilsine Partners, LLC | History | Reduced | 275,873 | 14,188 | 1.11% | 1.36% | 41 | -30,584 | -9.98% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 274,467 | 14,047 | 0.43% | 0.55% | 42 | -15,350 | -5.3% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 245,061 | 12,552 | 0.03% | 0.02% | 43 | -59,875 | -19.64% | Q1 2026 | Apr 08, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 244,168 | 12,496 | 0.68% | 0.53% | 44 | +48,250 | 24.63% | Q1 2026 | Apr 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 223,556 | 11,441 | 4.14% | 2.96% | 45 | +69,969 | 45.56% | Q1 2026 | Apr 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 221,793 | 11,351 | 0.37% | 0.34% | 46 | +16,423 | 8.0% | Q1 2026 | May 14, 2026 |
| Hartford Financial Management Inc. | History | Added to | 194,021 | 9,929 | 2.53% | 2.58% | 47 | +630 | 0.33% | Q1 2026 | Apr 15, 2026 |
| Inscription Capital, LLC | History | Added to | 176,076 | 9,011 | 0.95% | 0.75% | 48 | +33,046 | 23.1% | Q1 2026 | Apr 20, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 174,110 | 8,910 | 1.58% | 0.39% | 49 | +132,866 | 322.15% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 172,255 | 8,816 | 0.05% | — | 50 | +172,255 | New | Q1 2026 | May 15, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 169,943 | 8,697 | 5.32% | 4.66% | 51 | +17,387 | 11.4% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 161,270 | 8,253 | 0.36% | 0.41% | 52 | -6,619 | -3.94% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 159,067 | 8,141 | 0.01% | 0.01% | 53 | +8,957 | 5.97% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 156,951 | 8,032 | 0.04% | 0.03% | 54 | +24,924 | 18.88% | Q1 2026 | Apr 24, 2026 |
| Kestra Investment Management, LLC | History | New | 154,021 | 7,882 | 0.14% | — | 55 | +154,021 | New | Q1 2026 | May 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 147,735 | 7,561 | 0.83% | 0.85% | 56 | -111 | -0.08% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 138,977 | 7,113 | 0.02% | 0.01% | 57 | +48,287 | 53.24% | Q1 2026 | Apr 22, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 137,407 | 7,060 | 3.9% | 2.85% | 58 | +48,465 | 54.49% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 130,001 | 6,653 | 0.02% | 0.02% | 59 | -20,198 | -13.45% | Q1 2026 | May 04, 2026 |
| TOEWS CORP /ADV | History | Reduced | 127,430 | 6,521 | 2.52% | 0.98% | 60 | -4,100 | -3.12% | Q1 2026 | May 04, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 127,015 | 6,510 | 1.77% | 1.77% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 119,872 | 6,135 | 1.19% | 2.71% | 62 | -233,403 | -66.07% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 118,717 | 6,075 | 0.12% | 0.12% | 63 | +7,085 | 6.35% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 117,946 | 6,036 | 0.01% | 0.01% | 64 | +38,352 | 48.18% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 116,052 | 5,939 | 0.08% | 0.12% | 65 | -49,875 | -30.06% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 114,151 | 5,842 | 0.0% | 0.0% | 66 | +55,850 | 95.8% | Q1 2026 | May 04, 2026 |
| Indie Asset Partners, LLC | History | Added to | 110,259 | 5,643 | 6.43% | 5.5% | 67 | +14,018 | 14.57% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 109,861 | 5,622 | 0.01% | 0.01% | 68 | -1,819 | -1.63% | Q1 2026 | May 12, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 109,797 | 5,621 | 2.09% | 2.09% | 69 | +1,648 | 1.52% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | Added to | 109,288 | 5,593 | 0.06% | 0.01% | 70 | +103,068 | 1657.04% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 106,414 | 5,446 | 0.01% | 0.01% | 71 | +16,905 | 18.89% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Added to | 104,471 | 5,346 | 0.11% | 0.07% | 72 | +41,174 | 65.05% | Q1 2026 | Apr 13, 2026 |
| Cerity Partners LLC | History | New | 103,673 | 5,305 | 0.01% | — | 73 | +103,673 | New | Q1 2026 | May 15, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 103,050 | 5,274 | 0.6% | 0.49% | 74 | +12,625 | 13.96% | Q1 2026 | May 08, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 100,950 | 5,166 | 0.87% | 0.69% | 75 | +25,855 | 34.43% | Q1 2026 | Apr 30, 2026 |
| Hobart Private Capital, LLC | History | Added to | 90,119 | 4,612 | 0.91% | 0.27% | 76 | +63,502 | 238.58% | Q1 2026 | Apr 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 89,455 | 4,594 | 0.14% | 0.15% | 77 | -7,058 | -7.31% | Q1 2026 | May 11, 2026 |
| Able Wealth Management LLC | History | Added to | 88,500 | 4,529 | 1.21% | 0.95% | 78 | +29,813 | 50.8% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Reduced | 87,899 | 4,516 | 0.06% | 0.07% | 79 | -7,670 | -8.03% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 84,531 | 4,326 | 0.15% | 0.01% | 80 | +78,071 | 1208.53% | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 83,933 | 4,295 | 0.24% | 0.25% | 81 | -3,326 | -3.81% | Q1 2026 | Apr 24, 2026 |
| Fiduciary Alliance LLC | History | Added to | 82,027 | 4,210 | 0.25% | 0.07% | 82 | +61,382 | 297.32% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 73,950 | 3,784 | 0.0% | 0.0% | 83 | +350 | 0.48% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 73,546 | 3,764 | 0.03% | 0.02% | 84 | +20,968 | 39.88% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 72,079 | 3,689 | 0.0% | 0.0% | 85 | +9,944 | 16.0% | Q1 2026 | May 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 70,525 | 3,609 | 0.38% | 0.07% | 86 | +57,885 | 457.95% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | New | 66,741 | 3,415 | 0.0% | — | 87 | +66,741 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 63,584 | 3,254 | 0.04% | 0.04% | 88 | -1,608 | -2.47% | Q1 2026 | Apr 20, 2026 |
| Gotham Asset Management, LLC | History | Added to | 62,877 | 3,218 | 0.01% | 0.0% | 89 | +44,457 | 241.35% | Q1 2026 | May 15, 2026 |
| Atlas Wealth LLC | History | Reduced | 60,996 | 3,121 | 0.94% | 1.63% | 90 | -43,581 | -41.67% | Q1 2026 | May 13, 2026 |
| Entelevest, LLC | History | Reduced | 60,903 | 3,117 | 3.12% | 3.25% | 91 | -2,404 | -3.8% | Q1 2026 | May 04, 2026 |
| K2 Financial Inc. | History | New | 59,765 | 3,071 | 2.23% | — | 92 | +59,765 | New | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 58,484 | 2,993 | 0.0% | 0.0% | 93 | +29,880 | 104.46% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 57,826 | 2,959 | 0.03% | 0.02% | 94 | +15,105 | 35.36% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 54,780 | 2,803 | 0.05% | 0.05% | 95 | -470 | -0.85% | Q1 2026 | Apr 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 53,950 | 2,761 | 0.03% | 0.03% | 96 | +1,700 | 3.25% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 53,342 | 2,734 | 0.2% | 0.2% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Great Diamond Partners, LLC | History | Added to | 48,987 | 2,507 | 0.48% | 0.42% | 98 | +6,334 | 14.85% | Q1 2026 | May 12, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 48,315 | 2,473 | 0.13% | 0.11% | 99 | +8,475 | 21.27% | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 43,840 | 2,243 | 0.04% | 0.03% | 100 | +10,091 | 29.9% | Q1 2026 | May 11, 2026 |
| Evergreen Wealth Partners LLC | History | Reduced | 41,077 | 2,102 | 1.61% | 2.83% | 101 | -24,568 | -37.43% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 40,906 | 2,094 | 0.02% | 0.03% | 102 | -22,411 | -35.39% | Q1 2026 | Apr 07, 2026 |
| Atria Investments, Inc | History | Added to | 40,666 | 2,081 | 0.02% | 0.02% | 103 | +10,150 | 33.26% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 40,408 | 2,071 | 0.01% | 0.02% | 104 | -16,948 | -29.55% | Q1 2026 | May 15, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 39,097 | 2,000 | 0.69% | 0.72% | 105 | -776 | -1.95% | Q1 2026 | Apr 27, 2026 |
| Westside Investment Management, Inc. | History | Added to | 37,984 | 1,944 | 0.3% | 0.18% | 106 | +16,461 | 76.48% | Q1 2026 | May 04, 2026 |
| Cooper Capital Advisors LLC | History | Added to | 37,941 | 1,941 | 1.36% | 1.12% | 107 | +3,367 | 9.74% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 35,071 | 1,794 | 0.0% | — | 108 | +35,071 | New | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | New | 34,544 | 1,767 | 0.08% | — | 109 | +34,544 | New | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Added to | 33,532 | 1,716 | 0.08% | 0.07% | 110 | +1,814 | 5.72% | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Reduced | 30,473 | 1,559 | 0.21% | 0.26% | 111 | -6,211 | -16.93% | Q1 2026 | Apr 20, 2026 |
| KWB Wealth | History | No change | 30,269 | 1,551 | 0.15% | 0.15% | 112 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 29,739 | 1,522 | 0.09% | 0.1% | 113 | +210 | 0.71% | Q1 2026 | Apr 27, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 29,141 | 1,491 | 1.19% | 1.26% | 114 | -1,896 | -6.11% | Q1 2026 | Apr 16, 2026 |
| Heritage Trust Co | History | Added to | 27,779 | 1,421 | 0.14% | 0.11% | 115 | +6,475 | 30.39% | Q1 2026 | May 13, 2026 |
| Cooper Financial Group | History | Added to | 26,602 | 1,361 | 0.14% | 0.08% | 116 | +12,414 | 87.5% | Q1 2026 | Apr 07, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 26,266 | 1,344 | 0.01% | 0.01% | 117 | -2,151 | -7.57% | Q1 2026 | Apr 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 26,078 | 1,334 | 0.3% | 0.29% | 118 | +5 | 0.02% | Q1 2026 | May 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 25,376 | 1,298 | 0.01% | 0.01% | 119 | -3,921 | -13.38% | Q1 2026 | May 13, 2026 |
| HFG Advisors, Inc. | History | New | 24,252 | 1,241 | 0.87% | — | 120 | +24,252 | New | Q1 2026 | May 08, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 23,704 | 1,213 | 0.27% | 0.32% | 121 | -3,225 | -11.98% | Q1 2026 | Apr 02, 2026 |
| Americana Partners, LLC | History | Added to | 22,485 | 1,150 | 0.03% | 0.02% | 122 | +9,750 | 76.56% | Q1 2026 | May 12, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 22,458 | 1,149 | 0.6% | 0.7% | 123 | -2,673 | -10.64% | Q1 2026 | Apr 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 22,358 | 1,144 | 0.04% | 0.04% | 124 | +830 | 3.86% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 22,225 | 1,137 | 0.01% | 0.01% | 125 | +1,051 | 4.96% | Q1 2026 | May 15, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 21,595 | 1,105 | 0.4% | 0.36% | 126 | +1,893 | 9.61% | Q1 2026 | May 07, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 21,235 | 1,086 | 0.17% | 0.16% | 127 | +2,097 | 10.96% | Q1 2026 | May 07, 2026 |
| Worth Asset Management, LLC | History | No change | 20,538 | 1,051 | 0.39% | 0.45% | 128 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 20,501 | 1,049 | 0.24% | 0.24% | 129 | -37 | -0.18% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | New | 19,460 | 995 | 0.02% | — | 130 | +19,460 | New | Q1 2026 | May 12, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 19,399 | 992 | 0.14% | 0.15% | 131 | -1,801 | -8.5% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | New | 19,106 | 977 | 0.02% | — | 132 | +19,106 | New | Q1 2026 | Apr 10, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 18,768 | 960 | 0.11% | 0.11% | 133 | -23 | -0.12% | Q1 2026 | Apr 10, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 18,450 | 944 | 0.01% | 0.01% | 134 | -150 | -0.81% | Q1 2026 | May 05, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 18,134 | 928 | 0.1% | 0.1% | 135 | +1,029 | 6.02% | Q1 2026 | Apr 16, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 18,001 | 921 | 0.01% | 0.01% | 136 | -1,285 | -6.66% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | New | 17,370 | 889 | 0.02% | — | 137 | +17,370 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 16,871 | 863 | 0.02% | 0.02% | 138 | +4,771 | 39.43% | Q1 2026 | Apr 29, 2026 |
| WESPAC Advisors, LLC | History | No change | 16,538 | 846 | 0.46% | 0.46% | 139 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GWN SECURITIES INC. | History | New | 16,512 | 845 | 0.16% | — | 140 | +16,512 | New | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 16,460 | 842 | 0.05% | — | 141 | +16,460 | New | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,000 | 818 | 0.01% | 0.01% | 142 | +1,761 | 12.37% | Q1 2026 | May 15, 2026 |
| Element Wealth, LLC | History | Added to | 15,876 | 812 | 0.34% | 0.29% | 143 | +1,980 | 14.25% | Q1 2026 | May 04, 2026 |
| Optivise Advisory Services LLC | History | Added to | 15,725 | 804 | 0.49% | 0.46% | 144 | +84 | 0.54% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 15,281 | 782 | 0.0% | — | 145 | +15,281 | New | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | New | 15,077 | 771 | 0.0% | — | 146 | +15,077 | New | Q1 2026 | May 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 14,565 | 745 | 0.01% | 0.01% | 147 | +1,115 | 8.29% | Q1 2026 | May 05, 2026 |
| Alteri Wealth LLC | History | Added to | 14,441 | 739 | 0.24% | 0.18% | 148 | +3,592 | 33.11% | Q1 2026 | May 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 12,942 | 662 | 0.02% | — | 149 | +12,942 | New | Q1 2026 | Apr 27, 2026 |
| Cypress Capital, LLC | History | New | 12,751 | 652 | 0.19% | — | 150 | +12,751 | New | Q1 2026 | Apr 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 12,667 | 648 | 0.05% | 0.01% | 151 | +8,707 | 219.87% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 12,582 | 643 | 0.01% | — | 152 | +12,582 | New | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Added to | 12,345 | 631 | 0.04% | 0.03% | 153 | +970 | 8.53% | Q1 2026 | May 04, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 12,015 | 614 | 0.34% | 0.3% | 154 | +2,033 | 20.37% | Q1 2026 | Apr 27, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 11,732 | 600 | 0.12% | 0.14% | 155 | -117 | -0.99% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | Added to | 11,615 | 594 | 0.12% | 0.11% | 156 | +1,077 | 10.22% | Q1 2026 | Apr 02, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 10,641 | 544 | 0.29% | 0.29% | 157 | +359 | 3.49% | Q1 2026 | May 13, 2026 |
| Stewardship Advisors, LLC | History | New | 10,625 | 543 | 0.12% | — | 158 | +10,625 | New | Q1 2026 | Apr 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 10,594 | 542 | 0.08% | 0.07% | 159 | +1,280 | 13.74% | Q1 2026 | May 13, 2026 |
| United Advisor Group, LLC | History | New | 10,534 | 539 | 0.07% | — | 160 | +10,534 | New | Q1 2026 | Apr 17, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 10,494 | 538 | 0.28% | — | 161 | +10,494 | New | Q1 2026 | May 18, 2026 |
| Diversified Enterprises, LLC | History | New | 10,234 | 523 | 0.03% | — | 162 | +10,234 | New | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 10,173 | 520 | 0.01% | 0.01% | 163 | +1,965 | 23.94% | Q1 2026 | Apr 27, 2026 |
| Andina Capital Management, LLC | History | Reduced | 10,123 | 518 | 0.46% | 0.61% | 164 | -9,729 | -49.01% | Q1 2026 | Apr 17, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | New | 9,955 | 509 | 0.2% | — | 165 | +9,955 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,534 | 487 | 0.02% | 0.01% | 166 | +5,547 | 139.13% | Q1 2026 | May 19, 2026 |
| Everest Management Corp. | History | Reduced | 9,487 | 485 | 0.25% | 0.58% | 167 | -10,957 | -53.6% | Q1 2026 | May 06, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 9,292 | 476 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Advisor Resource Council | History | Reduced | 9,150 | 468 | 0.15% | 0.41% | 169 | -13,475 | -59.56% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 9,015 | 461 | 0.0% | 0.0% | 170 | +3,532 | 64.42% | Q1 2026 | May 14, 2026 |
| Team Financial Group, LLC | History | Added to | 8,733 | 446 | 0.2% | 0.06% | 171 | +6,217 | 247.1% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 8,653 | 442 | 0.03% | 0.03% | 172 | -178 | -2.02% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 8,550 | 437 | 0.06% | 0.06% | 173 | +493 | 6.12% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8,170 | 418 | 0.05% | 0.05% | 174 | -449 | -5.21% | Q1 2026 | Apr 28, 2026 |
| STEPHENS INC /AR/ | History | New | 7,678 | 392 | 0.0% | — | 175 | +7,678 | New | Q1 2026 | Apr 28, 2026 |
| Piscataqua Savings Bank | History | New | 7,562 | 387 | 0.27% | — | 176 | +7,562 | New | Q1 2026 | Apr 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 7,232 | 370 | 0.08% | 0.08% | 177 | +137 | 1.93% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 7,210 | 369 | 0.02% | 0.02% | 178 | -436 | -5.7% | Q1 2026 | Apr 28, 2026 |
| SMITH, MOORE & CO. | History | New | 7,179 | 367 | 0.03% | — | 179 | +7,179 | New | Q1 2026 | May 05, 2026 |
| Register Financial Advisors LLC | History | Added to | 7,128 | 364 | 0.13% | 0.12% | 180 | +1,075 | 17.76% | Q1 2026 | Apr 15, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 7,033 | 359 | 0.1% | 0.1% | 181 | +48 | 0.69% | Q1 2026 | Apr 20, 2026 |
| Fermata Advisors, LLC | History | Reduced | 6,819 | 349 | 0.08% | 0.09% | 182 | -592 | -7.99% | Q1 2026 | Apr 08, 2026 |
| Mills Wealth Advisors LLC | History | New | 6,653 | 340 | 0.12% | — | 184 | +6,653 | New | Q1 2026 | Apr 24, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 6,633 | 340 | 0.12% | — | 183 | +6,633 | New | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | New | 6,640 | 339 | 0.0% | — | 185 | +6,640 | New | Q1 2026 | Apr 16, 2026 |
| &PARTNERS | History | Added to | 6,585 | 337 | 0.0% | 0.0% | 186 | +254 | 4.01% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 6,347 | 325 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 6,139 | 314 | 0.01% | 0.02% | 188 | -1,442 | -19.02% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,093 | 311 | 0.02% | 0.02% | 189 | +253 | 4.33% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,052 | 309 | 0.0% | 0.0% | 190 | -95 | -1.55% | Q1 2026 | Apr 20, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 5,789 | 296 | 0.05% | 0.0% | 191 | +5,660 | 4387.6% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | New | 5,648 | 289 | 0.0% | — | 192 | +5,648 | New | Q1 2026 | Apr 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 5,459 | 279 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Objective Capital Management, LLC | History | Reduced | 5,445 | 278 | 0.28% | 0.47% | 194 | -3,500 | -39.13% | Q1 2026 | May 04, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 5,363 | 275 | 0.1% | 0.12% | 195 | -19,646 | -78.56% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,101 | 261 | 0.02% | 0.05% | 196 | -6,501 | -56.03% | Q1 2026 | Apr 30, 2026 |
| United Community Bank | History | New | 4,926 | 252 | 0.08% | — | 197 | +4,926 | New | Q1 2026 | Apr 24, 2026 |
| Signal Advisors Wealth, LLC | History | New | 4,798 | 245 | 0.02% | — | 198 | +4,798 | New | Q1 2026 | Apr 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | New | 4,717 | 241 | 0.03% | — | 199 | +4,717 | New | Q1 2026 | May 12, 2026 |
| Lynx Investment Advisory | History | New | 4,682 | 239 | 0.11% | — | 200 | +4,682 | New | Q1 2026 | Apr 24, 2026 |
| MONECO ADVISORS, LLC | History | New | 4,627 | 236 | 0.02% | — | 201 | +4,627 | New | Q1 2026 | May 07, 2026 |
| Saiph Capital, LLC | History | No change | 4,505 | 230 | 0.09% | 0.08% | 202 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | New | 4,463 | 228 | 0.01% | — | 203 | +4,463 | New | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,284 | 219 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TrueWealth Advisors, LLC | History | No change | 4,100 | 209 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,055 | 207 | 0.0% | 0.0% | 206 | -93 | -2.24% | Q1 2026 | May 15, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 3,992 | 205 | 0.15% | 0.13% | 207 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WPG Advisers, LLC | History | New | 3,412 | 174 | 0.13% | — | 208 | +3,412 | New | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,200 | 163 | 0.0% | — | 209 | +3,200 | New | Q1 2026 | May 11, 2026 |
| Indiana Trust & Investment Management Co | History | New | 2,740 | 140 | 0.04% | — | 211 | +2,740 | New | Q1 2026 | Apr 28, 2026 |
| J.Safra Asset Management Corp | History | Added to | 2,744 | 140 | 0.01% | 0.01% | 210 | +79 | 2.96% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,650 | 135 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 2,389 | 122 | 0.1% | — | 213 | +2,389 | New | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,055 | 105 | 0.0% | — | 215 | +2,055 | New | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,056 | 105 | 0.0% | 0.0% | 214 | +15 | 0.73% | Q1 2026 | May 18, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,943 | 99 | 0.01% | — | 216 | +1,943 | New | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | New | 1,591 | 81 | 0.02% | — | 217 | +1,591 | New | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | New | 1,004 | 51 | 0.0% | — | 218 | +1,004 | New | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Added to | 900 | 46 | 0.0% | 0.0% | 219 | +325 | 56.52% | Q1 2026 | Apr 14, 2026 |
| Horizon Investments, LLC | History | Added to | 736 | 37 | 0.0% | 0.0% | 221 | +368 | 100.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 736 | 37 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 693 | 35 | 0.0% | 0.0% | 222 | +489 | 239.71% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | New | 630 | 32 | 0.0% | — | 223 | +630 | New | Q1 2026 | Apr 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 511 | 26 | 0.0% | — | 224 | +511 | New | Q1 2026 | May 01, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 500 | 25 | 0.01% | — | 225 | +500 | New | Q1 2026 | Apr 17, 2026 |
| True Wealth Design, LLC | History | New | 500 | 25 | 0.01% | — | 226 | +500 | New | Q1 2026 | Apr 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 488 | 24 | 0.0% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Paladin Advisory Group, LLC | History | No change | 467 | 23 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| RHL GROUP, LLC | History | Added to | 340 | 17 | 0.01% | 0.01% | 229 | +191 | 128.19% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 266 | 13 | 0.0% | — | 231 | +266 | New | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 260 | 13 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 200 | 10 | 0.0% | — | 233 | +200 | New | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 212 | 10 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 100 | 5 | 0.0% | 0.0% | 234 | -340 | -77.27% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | New | 77 | 3 | 0.0% | — | 235 | +77 | New | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 43 | 2 | 0.0% | 0.0% | 236 | -90 | -67.67% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.3% | — | -243,237 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,945 | -100.0% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.02% | — | -29,359 | -100.0% | Q1 2026 | Apr 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -27,520 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,970 | -100.0% | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,296 | -100.0% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,829 | -100.0% | Q1 2026 | Apr 09, 2026 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,986 | -100.0% | Q1 2026 | May 08, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,897 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Magnolia Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,767 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Teamwork Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,902 | -100.0% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,173 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -714 | -100.0% | Q1 2026 | May 11, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -507 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 12, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 11, 2026 |