Global X Funds - PAVE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 25,499,439 | 1,295,626 | 0.09% | 0.09% | 1 | +903,562 | 3.67% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 24,209,769 | 1,230,098 | 0.46% | 0.41% | 2 | -433,535 | -1.76% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 10,660,740 | 541,672 | 0.03% | 0.03% | 3 | +442,265 | 4.33% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 8,938,139 | 454,147 | 3.08% | 2.59% | 4 | +2,699,000 | 43.26% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 8,675,381 | 440,796 | 0.12% | 0.1% | 5 | +1,047,393 | 13.73% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,410,678 | 315,341 | 0.02% | 0.01% | 6 | +1,674,280 | 35.35% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,087,573 | 207,689 | 0.06% | 0.04% | 7 | +1,172,678 | 40.23% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,935,893 | 199,776 | 0.27% | — | 8 | +3,935,893 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,652,125 | 174,535 | 0.3% | 0.3% | 9 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,288,479 | 167,087 | 0.03% | 0.03% | 10 | +251,602 | 8.28% | Q1 2026 | May 11, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,695,326 | 136,949 | 2.36% | 0.79% | 11 | +2,021,518 | 300.01% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 2,462,236 | 125,106 | 0.02% | 0.02% | 12 | +361,330 | 17.2% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,000,566 | 101,653 | 0.15% | 0.16% | 13 | -227,371 | -10.21% | Q1 2026 | May 15, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 1,968,466 | 100,017 | 5.64% | 6.18% | 14 | +50,926 | 2.66% | Q1 2026 | May 11, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 1,871,750 | 95,104 | 0.57% | 0.58% | 15 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,816,958 | 92,319 | 6.75% | 6.15% | 16 | +52,695 | 2.99% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,737,960 | 88,305 | 0.05% | 0.06% | 17 | -88,836 | -4.86% | Q1 2026 | May 07, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,625,956 | 82,614 | 1.28% | 1.18% | 18 | +131,899 | 8.83% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,610,656 | 81,837 | 0.01% | 0.01% | 19 | +120,091 | 8.06% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,567,475 | 79,643 | 0.04% | 0.03% | 20 | +494,075 | 46.03% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,536,445 | 78,066 | 0.02% | 0.02% | 21 | +68,464 | 4.66% | Q1 2026 | May 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,493,832 | 75,902 | 0.06% | 0.03% | 22 | +851,423 | 132.54% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,297,545 | 65,928 | 0.07% | 0.05% | 23 | +312,076 | 31.67% | Q1 2026 | May 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 1,221,025 | 62,040 | 0.68% | 0.66% | 24 | +15,730 | 1.31% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,202,779 | 61,125 | 0.01% | 0.01% | 25 | +231,357 | 23.82% | Q1 2026 | May 15, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 983,958 | 54,580 | 2.09% | 1.99% | 26 | -6,521 | -0.66% | Q1 2026 | Apr 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 1,018,309 | 51,740 | 1.66% | 0.85% | 27 | -8,916 | -0.87% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,015,483 | 51,596 | 0.07% | 0.07% | 28 | -64,335 | -5.96% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 911,557 | 46,316 | 0.05% | 0.05% | 29 | +33,104 | 3.77% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 876,826 | 44,551 | 0.97% | 0.56% | 30 | +359,617 | 69.53% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 875,996 | 44,509 | 0.17% | 0.15% | 31 | +126,762 | 16.92% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 837,150 | 42,535 | 0.05% | 0.04% | 32 | +52,648 | 6.71% | Q1 2026 | May 05, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 763,387 | 38,787 | 2.18% | 3.11% | 33 | -449,547 | -37.06% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 743,935 | 37,799 | 0.19% | 0.19% | 34 | -4,529 | -0.61% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 665,439 | 33,810 | 0.09% | 0.08% | 35 | +10,377 | 1.58% | Q1 2026 | May 04, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 647,770 | 32,913 | 2.16% | 2.03% | 36 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Destination Wealth Management | History | Reduced | 630,654 | 32,043 | 0.83% | 0.8% | 37 | -6,027 | -0.95% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 606,022 | 30,791 | 3.14% | 2.91% | 38 | +2,342 | 0.39% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 590,378 | 29,997 | 0.03% | 0.03% | 39 | +24,221 | 4.28% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 567,871 | 28,853 | 0.52% | 0.49% | 40 | +32,036 | 5.98% | Q1 2026 | May 11, 2026 |
| Cooper Financial Group | History | Added to | 551,407 | 28,017 | 2.83% | 2.71% | 41 | +18,114 | 3.4% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 544,594 | 27,670 | 0.05% | 0.04% | 42 | +75,683 | 16.14% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 490,952 | 24,945 | 0.01% | 0.08% | 43 | -81,348 | -14.21% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 479,784 | 24,378 | 0.06% | 0.05% | 44 | +106,394 | 28.49% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 460,523 | 23,399 | 0.06% | 0.05% | 45 | +66,962 | 17.01% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 440,804 | 22,397 | 0.04% | 0.04% | 46 | -50,833 | -10.34% | Q1 2026 | May 01, 2026 |
| Eagle Strategies LLC | History | Added to | 393,120 | 19,974 | 2.39% | 2.34% | 47 | +9,376 | 2.44% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 380,581 | 19,337 | 0.05% | 0.04% | 48 | +48,252 | 14.52% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 379,930 | 19,304 | 0.09% | 0.08% | 49 | +8,434 | 2.27% | Q1 2026 | Apr 24, 2026 |
| 360 Financial, Inc. | History | Added to | 375,953 | 19,102 | 5.76% | 5.35% | 50 | +5,290 | 1.43% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 362,195 | 18,403 | 0.02% | 0.01% | 51 | +17,477 | 5.07% | Q1 2026 | May 12, 2026 |
| Teamwork Financial Advisors, LLC | History | New | 359,306 | 18,256 | 1.93% | — | 52 | +359,306 | New | Q1 2026 | Apr 09, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 350,534 | 17,810 | 0.69% | 0.65% | 53 | -14,004 | -3.84% | Q1 2026 | May 12, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 335,872 | 17,065 | 3.36% | 3.24% | 54 | +15,236 | 4.75% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 333,425 | 16,941 | 0.09% | 0.05% | 55 | +161,321 | 93.73% | Q1 2026 | May 08, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 325,811 | 16,554 | 3.41% | 3.16% | 56 | -2,048 | -0.62% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 319,338 | 16,225 | 0.02% | 0.05% | 57 | -305,616 | -48.9% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 304,508 | 14,557 | 0.09% | 0.08% | 58 | +54,957 | 22.02% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 284,878 | 14,474 | 1.53% | 1.83% | 59 | -68,097 | -19.29% | Q1 2026 | May 04, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 282,611 | 14,359 | 1.57% | 1.65% | 60 | +808 | 0.29% | Q1 2026 | May 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 274,026 | 13,923 | 0.44% | 0.45% | 61 | +4,215 | 1.56% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 273,213 | 13,881 | 0.04% | 0.03% | 62 | +45,016 | 19.73% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 274,142 | 13,647 | 0.01% | 0.01% | 63 | +66,660 | 32.13% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 265,338 | 13,481 | 0.02% | 0.02% | 64 | -6,033 | -2.22% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 261,279 | 13,275 | 0.37% | 0.32% | 65 | +3,253 | 1.26% | Q1 2026 | Apr 28, 2026 |
| ALTFEST L J & CO INC | History | Added to | 255,977 | 13,006 | 1.39% | 1.29% | 66 | +8,480 | 3.43% | Q1 2026 | Apr 28, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 229,190 | 11,645 | 2.3% | 2.16% | 67 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 213,107 | 10,827 | 0.57% | 0.54% | 68 | +6,711 | 3.25% | Q1 2026 | May 07, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 212,367 | 10,790 | 3.91% | 3.52% | 69 | -1,669 | -0.78% | Q1 2026 | May 11, 2026 |
| Sage Capital Management, LLC | History | Reduced | 211,277 | 10,736 | 5.04% | 4.7% | 70 | -1,589 | -0.75% | Q1 2026 | Apr 15, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 210,477 | 10,694 | 2.05% | 1.91% | 71 | +1,519 | 0.73% | Q1 2026 | May 01, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 208,658 | 10,601 | 5.44% | 5.04% | 72 | +2,877 | 1.4% | Q1 2026 | May 07, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 206,896 | 10,512 | 1.21% | 1.22% | 73 | +1,732 | 0.84% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 204,254 | 10,378 | 0.2% | 0.19% | 74 | -875 | -0.43% | Q1 2026 | Apr 14, 2026 |
| Chicago Wealth Management, Inc. | History | New | 195,365 | 9,926 | 3.96% | — | 75 | +195,365 | New | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | Added to | 193,855 | 9,849 | 1.88% | 1.54% | 76 | +18,390 | 10.48% | Q1 2026 | Apr 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 191,549 | 9,732 | 0.11% | 0.26% | 77 | -282,426 | -59.59% | Q1 2026 | Apr 28, 2026 |
| National Philanthropic Trust | History | Reduced | 187,277 | 9,515 | 0.1% | 0.09% | 78 | -1,618 | -0.86% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 185,826 | 9,441 | 0.05% | 0.05% | 79 | -4,647 | -2.44% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Reduced | 184,555 | 9,377 | 1.12% | 1.09% | 80 | -1,499 | -0.81% | Q1 2026 | Apr 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 184,315 | 9,365 | 0.22% | 0.21% | 81 | +2,094 | 1.15% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 181,548 | 9,224 | 0.26% | 0.19% | 82 | +36,543 | 25.2% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 179,531 | 9,121 | 0.0% | 0.0% | 83 | +85,733 | 91.4% | Q1 2026 | May 11, 2026 |
| Clarus Group, Inc. | History | Reduced | 172,227 | 8,750 | 3.14% | 3.03% | 84 | -4,009 | -2.27% | Q1 2026 | Apr 21, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 168,318 | 8,552 | 2.34% | 2.31% | 85 | -7,607 | -4.32% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 165,898 | 8,429 | 0.07% | 0.01% | 86 | +129,335 | 353.73% | Q1 2026 | May 11, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 162,940 | 8,278 | 5.53% | 3.72% | 87 | +5,594 | 3.56% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 162,205 | 8,242 | 0.25% | 0.36% | 88 | -89,329 | -35.51% | Q1 2026 | Apr 06, 2026 |
| 5th Street Advisors, LLC | History | Added to | 158,430 | 8,049 | 3.47% | 3.39% | 89 | +6,703 | 4.42% | Q1 2026 | May 04, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 156,752 | 7,964 | 0.82% | 0.74% | 90 | +4,306 | 2.82% | Q1 2026 | May 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 153,554 | 7,802 | 1.21% | 1.19% | 91 | +2,962 | 1.97% | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 137,777 | 7,000 | 0.22% | 0.19% | 92 | +7,112 | 5.44% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 136,414 | 6,931 | 0.04% | 0.06% | 93 | -84,257 | -38.18% | Q1 2026 | May 05, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 137,667 | 6,914 | 0.27% | 0.32% | 94 | -606 | -0.44% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 133,962 | 6,854 | 0.03% | 0.03% | 95 | +3,708 | 2.85% | Q1 2026 | May 15, 2026 |
| Copley Financial Group, Inc. | History | Added to | 132,333 | 6,723 | 4.06% | 3.72% | 96 | +6,583 | 5.23% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 129,135 | 6,561 | 0.72% | 0.63% | 97 | +3,669 | 2.92% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 128,447 | 6,526 | 0.15% | 0.13% | 98 | +10,307 | 8.72% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 128,131 | 6,510 | 0.29% | 0.28% | 99 | +3,642 | 2.93% | Q1 2026 | May 12, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 126,737 | 6,439 | 4.21% | 3.94% | 100 | -665 | -0.52% | Q1 2026 | Apr 21, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 120,731 | 6,134 | 1.99% | 1.91% | 101 | +431 | 0.36% | Q1 2026 | May 01, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 119,783 | 6,086 | 1.37% | 1.2% | 102 | +12,605 | 11.76% | Q1 2026 | Apr 22, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 118,537 | 6,022 | 3.88% | 3.91% | 103 | -449 | -0.38% | Q1 2026 | Apr 21, 2026 |
| Capital Advantage, Inc. | History | Added to | 118,443 | 6,018 | 0.79% | 0.76% | 104 | +597 | 0.51% | Q1 2026 | Apr 10, 2026 |
| BANK HAPOALIM BM | History | Added to | 117,840 | 5,987 | 0.92% | 0.36% | 105 | +29,998 | 34.15% | Q1 2026 | May 04, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 115,992 | 5,893 | 1.06% | 1.41% | 106 | +6,483 | 5.92% | Q1 2026 | May 01, 2026 |
| Guilbault Capital LLC | History | Added to | 115,273 | 5,857 | 6.42% | 6.13% | 107 | +710 | 0.62% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 113,448 | 5,764 | 0.15% | 0.13% | 108 | +6,321 | 5.9% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 112,472 | 5,714 | 0.09% | 0.09% | 109 | +15,845 | 16.4% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 109,269 | 5,551 | 0.0% | 0.0% | 110 | +1,180 | 1.09% | Q1 2026 | May 15, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 109,212 | 5,549 | 3.1% | 3.21% | 111 | -19,580 | -15.2% | Q1 2026 | Apr 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 106,187 | 5,396 | 0.0% | 0.0% | 112 | -2,315 | -2.13% | Q1 2026 | May 14, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | Added to | 103,955 | 5,281 | 8.33% | 3.24% | 113 | +39,105 | 60.3% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 102,288 | 5,197 | 0.07% | 0.05% | 114 | +24,098 | 30.82% | Q1 2026 | May 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 102,051 | 5,185 | 0.24% | 0.23% | 115 | -1,286 | -1.24% | Q1 2026 | Apr 29, 2026 |
| WT Wealth Management | History | Added to | 100,857 | 5,124 | 1.52% | 1.23% | 116 | +11,464 | 12.82% | Q1 2026 | Apr 21, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 100,776 | 5,120 | 1.41% | 1.34% | 117 | -11,624 | -10.34% | Q1 2026 | Apr 28, 2026 |
| Phoenix Financial Ltd. | History | No change | 131,000 | 5,105 | 0.05% | 0.06% | 118 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cavalier Investments, LLC | History | New | 100,000 | 5,081 | 0.14% | — | 119 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Deane Retirement Strategies, Inc. | History | New | 99,448 | 5,047 | 2.03% | — | 120 | +99,448 | New | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Added to | 96,428 | 4,899 | 0.0% | 0.0% | 121 | +23,459 | 32.15% | Q1 2026 | May 12, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 95,387 | 4,846 | 3.49% | 3.22% | 122 | +3,380 | 3.67% | Q1 2026 | Apr 17, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 94,151 | 4,783 | 0.75% | 0.71% | 123 | +1,143 | 1.23% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 91,163 | 4,631 | 0.01% | 0.0% | 124 | +87,481 | 2375.91% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 90,990 | 4,623 | 0.03% | 0.02% | 125 | +12,275 | 15.59% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 90,936 | 4,620 | 0.02% | 0.02% | 126 | -511 | -0.56% | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 89,846 | 4,565 | 1.05% | 0.92% | 127 | +5,473 | 6.49% | Q1 2026 | Apr 17, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 89,379 | 4,541 | 1.0% | 0.87% | 128 | +2,595 | 2.99% | Q1 2026 | Apr 15, 2026 |
| MRA Advisory Group | History | Reduced | 88,760 | 4,509 | 1.84% | 1.78% | 129 | -197 | -0.22% | Q1 2026 | Apr 22, 2026 |
| Banque Transatlantique SA | History | New | 94,045 | 4,439 | 0.11% | — | 130 | +94,045 | New | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 83,786 | 4,257 | 0.03% | 0.03% | 131 | -274 | -0.33% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 83,250 | 4,229 | 0.0% | 0.0% | 132 | +47,840 | 135.1% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 82,869 | 4,210 | 0.27% | 0.29% | 133 | -11,239 | -11.94% | Q1 2026 | Apr 15, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 82,787 | 4,206 | 1.06% | 1.52% | 134 | -36,458 | -30.57% | Q1 2026 | Apr 16, 2026 |
| PFG Advisors | History | Added to | 82,632 | 4,198 | 0.2% | 0.18% | 135 | +3,459 | 4.37% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 82,421 | 4,187 | 0.0% | 0.0% | 136 | +8,368 | 11.3% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 82,279 | 4,180 | 0.0% | 0.0% | 137 | +1,712 | 2.12% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 82,125 | 4,172 | 0.07% | 0.08% | 138 | -8,998 | -9.87% | Q1 2026 | May 04, 2026 |
| EFG International AG | History | Reduced | 82,000 | 4,166 | 0.09% | 0.08% | 139 | -1,500 | -1.8% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 81,439 | 4,137 | 0.0% | 0.0% | 140 | +3,834 | 4.94% | Q1 2026 | May 08, 2026 |
| Madison Asset Management, LLC | History | New | 81,054 | 4,118 | 0.05% | — | 141 | +81,054 | New | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 79,127 | 4,020 | 0.01% | 0.01% | 142 | +37,252 | 88.96% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 129,724 | 4,012 | 0.01% | 0.01% | 143 | +40,440 | 45.29% | Q1 2026 | Apr 08, 2026 |
| Alaska Permanent Capital Management, LLC | History | New | 78,898 | 4,008 | 0.28% | — | 144 | +78,898 | New | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 78,160 | 3,971 | 0.0% | 0.0% | 145 | +47,408 | 154.16% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 75,537 | 3,838 | 0.05% | 0.03% | 146 | +23,048 | 43.91% | Q1 2026 | Apr 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 74,833 | 3,802 | 0.13% | 0.11% | 147 | +11,019 | 17.27% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 71,887 | 3,652 | 0.04% | 0.07% | 148 | -24,270 | -25.24% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 71,395 | 3,627 | 0.0% | 0.01% | 149 | -7,210 | -9.17% | Q1 2026 | Apr 27, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 70,233 | 3,612 | 0.82% | 0.71% | 150 | -27,381 | -28.05% | Q1 2026 | Apr 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 70,693 | 3,592 | 0.03% | 0.01% | 151 | +36,793 | 108.53% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 69,338 | 3,584 | 0.03% | 0.03% | 152 | +17,533 | 33.84% | Q1 2026 | Apr 07, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 70,507 | 3,582 | 3.2% | 2.4% | 153 | +12,061 | 20.64% | Q1 2026 | Apr 16, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 70,397 | 3,576 | 2.72% | 2.53% | 154 | -2,201 | -3.03% | Q1 2026 | Apr 30, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 62,890 | 3,571 | 0.35% | 0.4% | 155 | -85 | -0.13% | Q1 2026 | May 12, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 69,248 | 3,518 | 2.56% | 2.57% | 156 | -5,061 | -6.81% | Q1 2026 | May 05, 2026 |
| Elyxium Wealth, LLC | History | Added to | 69,067 | 3,509 | 1.13% | 0.85% | 157 | +5,069 | 7.92% | Q1 2026 | May 06, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 68,903 | 3,500 | 0.27% | 0.21% | 158 | +13,608 | 24.61% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 67,889 | 3,449 | 0.01% | 0.0% | 159 | +57,932 | 581.82% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 65,343 | 3,320 | 0.11% | — | 160 | +65,343 | New | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 65,321 | 3,318 | 0.05% | 0.05% | 161 | -160 | -0.24% | Q1 2026 | Apr 22, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 64,740 | 3,289 | 0.14% | 0.11% | 162 | +12,607 | 24.18% | Q1 2026 | Apr 30, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 64,692 | 3,286 | 1.8% | 1.78% | 163 | -11,762 | -15.38% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 64,272 | 3,265 | 0.08% | 0.08% | 164 | -420 | -0.65% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 63,480 | 3,225 | 0.17% | 0.16% | 165 | +1,005 | 1.61% | Q1 2026 | Apr 15, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | Added to | 62,840 | 3,192 | 5.93% | 5.19% | 166 | +15,730 | 33.39% | Q1 2026 | May 04, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 66,543 | 3,180 | 1.0% | 1.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 62,541 | 3,177 | 0.43% | 0.44% | 168 | -3,189 | -4.85% | Q1 2026 | Apr 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 62,123 | 3,156 | 0.26% | 0.21% | 169 | +3,799 | 6.51% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 61,885 | 3,144 | 0.0% | 0.0% | 170 | +25,097 | 68.22% | Q1 2026 | May 14, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 61,200 | 3,109 | 0.34% | 0.34% | 171 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 60,779 | 3,088 | 0.06% | 0.05% | 172 | +3,888 | 6.83% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 59,691 | 3,032 | 0.05% | 0.02% | 173 | +41,081 | 220.75% | Q1 2026 | May 07, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 59,279 | 3,011 | 1.44% | 1.52% | 174 | -10,007 | -14.44% | Q1 2026 | Apr 27, 2026 |
| NorthRock Partners, LLC | History | Reduced | 58,015 | 2,947 | 0.05% | 0.05% | 175 | -1,072 | -1.81% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 57,537 | 2,923 | 0.04% | 0.06% | 176 | -12,872 | -18.28% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 57,115 | 2,900 | 0.91% | 0.84% | 177 | +1,993 | 3.62% | Q1 2026 | May 14, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 55,260 | 2,807 | 1.04% | 1.06% | 178 | -6,171 | -10.05% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 50,560 | 2,787 | 0.05% | — | 179 | +50,560 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 57,823 | 2,763 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 53,800 | 2,733 | 0.0% | — | 181 | +53,800 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 53,000 | 2,692 | 0.1% | 0.09% | 182 | +13,844 | 35.36% | Q1 2026 | May 19, 2026 |
| Bison Wealth, LLC | History | Added to | 47,247 | 2,668 | 0.26% | 0.24% | 183 | +3,745 | 8.61% | Q1 2026 | May 15, 2026 |
| REDW Wealth LLC | History | Added to | 52,364 | 2,660 | 1.06% | 0.92% | 184 | +2,049 | 4.07% | Q1 2026 | May 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 51,505 | 2,642 | 0.08% | 0.09% | 185 | -33,762 | -39.6% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 50,974 | 2,589 | 0.06% | 0.05% | 186 | +4,397 | 9.44% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 50,925 | 2,587 | 0.03% | 0.04% | 187 | -13,811 | -21.33% | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | Added to | 60,379 | 2,562 | 0.14% | 0.1% | 188 | +13,620 | 29.13% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 50,184 | 2,549 | 0.09% | 0.04% | 189 | +29,447 | 142.0% | Q1 2026 | Apr 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 49,547 | 2,517 | 0.0% | — | 190 | +49,547 | New | Q1 2026 | May 15, 2026 |
| Peck Wealth Management, LLC | History | Added to | 48,740 | 2,476 | 2.48% | 2.15% | 191 | +1,074 | 2.25% | Q1 2026 | May 13, 2026 |
| Nvest Financial, LLC | History | Added to | 48,323 | 2,455 | 0.91% | 0.73% | 192 | +11,438 | 31.01% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 48,300 | 2,454 | 0.01% | 0.01% | 193 | -2,822 | -5.52% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 48,292 | 2,453 | 0.01% | 0.0% | 194 | +5,037 | 11.64% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 47,269 | 2,401 | 0.0% | 0.0% | 195 | -1,185 | -2.45% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 46,950 | 2,385 | 0.04% | 0.02% | 196 | +21,982 | 88.04% | Q1 2026 | Apr 10, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 49,520 | 2,366 | 0.18% | 0.18% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 46,328 | 2,353 | 0.18% | 0.24% | 198 | -20,990 | -31.18% | Q1 2026 | Apr 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 45,683 | 2,321 | 0.11% | 0.07% | 199 | +15,686 | 52.29% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 45,237 | 2,299 | 0.26% | 0.21% | 200 | +7,176 | 18.85% | Q1 2026 | Apr 16, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 41,729 | 2,295 | 0.99% | 0.91% | 201 | -726 | -1.71% | Q1 2026 | Apr 15, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 44,201 | 2,245 | 1.08% | 0.99% | 202 | +2,818 | 6.81% | Q1 2026 | May 08, 2026 |
| Clark Capital Management Group, Inc. | History | New | 43,988 | 2,235 | 0.01% | — | 203 | +43,988 | New | Q1 2026 | May 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 43,328 | 2,201 | 0.36% | 0.33% | 204 | +825 | 1.94% | Q1 2026 | May 12, 2026 |
| Vectors Research Management, LLC | History | New | 43,213 | 2,195 | 0.64% | — | 205 | +43,213 | New | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 43,186 | 2,194 | 0.04% | 0.03% | 206 | +2,826 | 7.0% | Q1 2026 | Apr 27, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 42,244 | 2,146 | 0.9% | 0.91% | 207 | -2,306 | -5.18% | Q1 2026 | Apr 21, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 41,712 | 2,119 | 0.0% | 0.0% | 208 | +5,857 | 16.34% | Q1 2026 | Apr 30, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 40,910 | 2,100 | 0.58% | 0.61% | 209 | -1,914 | -4.47% | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 40,899 | 2,078 | 0.02% | 0.03% | 210 | -54,842 | -57.28% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 40,854 | 2,075 | 0.02% | 0.02% | 211 | +9,171 | 28.95% | Q1 2026 | Apr 20, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 40,658 | 2,065 | 0.19% | 0.05% | 212 | +28,357 | 230.53% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 40,656 | 2,065 | 0.03% | 0.02% | 213 | +17,644 | 76.67% | Q1 2026 | May 18, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 40,474 | 2,056 | 1.33% | 1.25% | 214 | +5 | 0.01% | Q1 2026 | Apr 24, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 40,219 | 2,043 | 0.85% | 0.77% | 215 | +1,525 | 3.94% | Q1 2026 | Apr 23, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 40,144 | 2,039 | 0.07% | 0.07% | 216 | -287 | -0.71% | Q1 2026 | Apr 14, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 39,934 | 2,029 | 1.65% | 1.53% | 217 | -211 | -0.53% | Q1 2026 | May 13, 2026 |
| PCG Wealth Advisors, LLC | History | New | 39,847 | 2,024 | 0.51% | — | 218 | +39,847 | New | Q1 2026 | Apr 28, 2026 |
| Owen LaRue, LLC | History | Added to | 39,756 | 2,020 | 0.78% | 0.7% | 219 | +1,000 | 2.58% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 39,410 | 2,002 | 0.1% | 0.09% | 220 | +3,034 | 8.34% | Q1 2026 | Apr 23, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 39,243 | 1,986 | 1.11% | 1.05% | 221 | -1,411 | -3.47% | Q1 2026 | Apr 14, 2026 |
| SFI Advisors, LLC | History | Reduced | 39,031 | 1,983 | 2.08% | 1.96% | 222 | -25,029 | -39.07% | Q1 2026 | May 05, 2026 |
| Private Wealth Advisors, LLC | History | New | 38,895 | 1,976 | 0.56% | — | 223 | +38,895 | New | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 37,983 | 1,929 | 0.06% | 0.03% | 224 | +20,614 | 118.68% | Q1 2026 | May 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 37,615 | 1,911 | 0.65% | 0.59% | 225 | +1,407 | 3.89% | Q1 2026 | Apr 09, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 37,602 | 1,910 | 0.65% | 0.63% | 226 | -2,211 | -5.55% | Q1 2026 | Apr 24, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 37,567 | 1,908 | 0.16% | 0.17% | 227 | -3,823 | -9.24% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 37,141 | 1,887 | 0.31% | 0.27% | 228 | +1,823 | 5.16% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 37,098 | 1,885 | 0.03% | 0.03% | 229 | +2,711 | 7.88% | Q1 2026 | Apr 14, 2026 |
| Systelligence, LLC | History | Reduced | 37,032 | 1,881 | 0.37% | 0.89% | 230 | -60,941 | -62.2% | Q1 2026 | Apr 21, 2026 |
| MGB Wealth Management, LLC | History | No change | 39,080 | 1,872 | 0.54% | 0.54% | 231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ascentis Independent Advisors | History | New | 36,593 | 1,859 | 0.14% | — | 232 | +36,593 | New | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 36,475 | 1,853 | 0.04% | 0.01% | 233 | +31,438 | 624.14% | Q1 2026 | Apr 27, 2026 |
| Norris Financial Group, LLC | History | Added to | 36,420 | 1,850 | 0.6% | 0.57% | 234 | +1,348 | 3.84% | Q1 2026 | May 20, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 36,029 | 1,830 | 0.41% | 0.38% | 235 | +1,783 | 5.21% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 35,947 | 1,826 | 0.01% | 0.0% | 236 | +30,487 | 558.37% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 35,890 | 1,823 | 0.11% | 0.1% | 237 | +2,143 | 6.35% | Q1 2026 | Apr 27, 2026 |
| APS Management Group, Inc. | History | Reduced | 35,060 | 1,781 | 1.52% | 1.56% | 238 | -3,094 | -8.11% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 34,703 | 1,763 | 0.1% | 0.1% | 239 | -1,187 | -3.31% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 33,566 | 1,705 | 0.0% | 0.0% | 240 | +28,766 | 599.29% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 33,558 | 1,705 | 0.04% | 0.04% | 241 | -2,932 | -8.04% | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 33,461 | 1,700 | 0.01% | 0.01% | 242 | -2,387 | -6.66% | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 33,336 | 1,693 | 0.06% | 0.05% | 243 | +3 | 0.01% | Q1 2026 | Apr 22, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 32,667 | 1,659 | 0.66% | 0.62% | 244 | -657 | -1.97% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 31,972 | 1,652 | 0.12% | 0.11% | 245 | -44 | -0.14% | Q1 2026 | Apr 27, 2026 |
| ZEGA Investments, LLC | History | Added to | 32,235 | 1,637 | 0.18% | 0.02% | 246 | +27,803 | 627.32% | Q1 2026 | May 08, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 31,813 | 1,616 | 0.1% | 0.11% | 247 | -5,037 | -13.67% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Added to | 31,724 | 1,611 | 0.04% | 0.04% | 248 | +402 | 1.28% | Q1 2026 | May 04, 2026 |
| COURIER CAPITAL LLC | History | New | 31,432 | 1,597 | 0.09% | — | 249 | +31,432 | New | Q1 2026 | Apr 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,885 | 1,569 | 0.0% | 0.0% | 250 | +16,313 | 111.95% | Q1 2026 | May 15, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 30,844 | 1,567 | 1.13% | 1.07% | 252 | -1,793 | -5.49% | Q1 2026 | Apr 29, 2026 |
| BigSur Wealth Management LLC | History | No change | 30,855 | 1,567 | 0.44% | 0.36% | 251 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ballentine Partners, LLC | History | Added to | 30,548 | 1,552 | 0.02% | 0.01% | 253 | +23,048 | 307.31% | Q1 2026 | May 14, 2026 |
| Advisor Resource Council | History | Added to | 30,084 | 1,528 | 0.49% | 0.52% | 254 | +1,675 | 5.9% | Q1 2026 | May 07, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 30,081 | 1,528 | 0.29% | 0.21% | 255 | +412 | 1.39% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | Reduced | 29,934 | 1,520 | 0.76% | 0.72% | 256 | -319 | -1.05% | Q1 2026 | Apr 30, 2026 |
| GFS Advisors, LLC | History | New | 7,355 | 1,513 | 0.19% | — | 257 | +7,355 | New | Q1 2026 | Apr 30, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 29,684 | 1,508 | 0.99% | 1.0% | 258 | -793 | -2.6% | Q1 2026 | Apr 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 29,544 | 1,501 | 0.02% | 0.02% | 259 | +2 | 0.01% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 31,131 | 1,488 | 0.26% | 0.26% | 260 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 29,078 | 1,476 | 0.99% | 0.94% | 261 | +673 | 2.37% | Q1 2026 | Apr 14, 2026 |
| CVA Family Office, LLC | History | Reduced | 28,941 | 1,470 | 0.15% | 0.2% | 262 | -7,830 | -21.29% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 28,758 | 1,461 | 0.01% | 0.01% | 263 | +2,931 | 11.35% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 28,586 | 1,452 | 0.03% | 0.03% | 264 | +1,179 | 4.3% | Q1 2026 | Apr 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 28,467 | 1,446 | 0.01% | 0.01% | 265 | -1,425 | -4.77% | Q1 2026 | Apr 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 28,351 | 1,441 | 0.04% | 0.04% | 266 | +1,150 | 4.23% | Q1 2026 | Apr 21, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 28,303 | 1,438 | 0.36% | 0.34% | 267 | -1,235 | -4.18% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 28,243 | 1,435 | 0.11% | 0.09% | 268 | +2,473 | 9.6% | Q1 2026 | Apr 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 28,053 | 1,425 | 0.03% | 0.01% | 269 | +15,470 | 122.94% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 28,032 | 1,424 | 0.04% | 0.0% | 270 | +24,958 | 811.91% | Q1 2026 | May 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 27,772 | 1,411 | 0.07% | 0.07% | 271 | +51 | 0.18% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 25,296 | 1,409 | 0.79% | — | 272 | +25,296 | New | Q1 2026 | May 19, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 27,565 | 1,400 | 0.15% | 0.12% | 273 | -100 | -0.36% | Q1 2026 | May 06, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 27,502 | 1,397 | 0.67% | 0.66% | 274 | +385 | 1.42% | Q1 2026 | Apr 09, 2026 |
| Uniting Wealth Partners, LLC | History | New | 27,436 | 1,394 | 0.3% | — | 275 | +27,436 | New | Q1 2026 | Apr 22, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 27,430 | 1,393 | 0.02% | 0.01% | 276 | -7 | -0.03% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 27,247 | 1,384 | 0.04% | 0.02% | 277 | +8,290 | 43.73% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 26,832 | 1,363 | 0.11% | 0.11% | 278 | -2,741 | -9.27% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | Reduced | 26,775 | 1,360 | 0.3% | 0.45% | 279 | -16,637 | -38.32% | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 26,616 | 1,352 | 0.06% | 0.07% | 280 | -4,489 | -14.43% | Q1 2026 | May 18, 2026 |
| Breachway Investments LLC | History | Added to | 25,969 | 1,342 | 1.29% | 1.3% | 281 | +155 | 0.6% | Q1 2026 | Apr 13, 2026 |
| LRI Investments, LLC | History | Reduced | 26,392 | 1,340 | 0.12% | 0.11% | 282 | -2,265 | -7.9% | Q1 2026 | Apr 30, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 26,310 | 1,337 | 0.0% | — | 284 | +26,310 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 26,329 | 1,337 | 0.1% | 0.09% | 283 | +237 | 0.91% | Q1 2026 | Apr 14, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 26,275 | 1,335 | 0.48% | 0.44% | 285 | +1,788 | 7.3% | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | Reduced | 26,106 | 1,326 | 0.15% | 0.14% | 286 | -659 | -2.46% | Q1 2026 | May 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 25,880 | 1,314 | 0.28% | 0.24% | 287 | +2,452 | 10.47% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | Added to | 25,817 | 1,311 | 0.01% | 0.01% | 288 | +20,591 | 394.01% | Q1 2026 | May 12, 2026 |
| Copia Wealth Management | History | Added to | 25,648 | 1,303 | 0.9% | 0.19% | 289 | +20,134 | 365.14% | Q1 2026 | May 04, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 25,543 | 1,297 | 0.52% | 0.47% | 290 | -221 | -0.86% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 25,129 | 1,276 | 0.01% | — | 291 | +25,129 | New | Q1 2026 | May 13, 2026 |
| Rothschild Capital Partners, LLC | History | New | 24,353 | 1,237 | 0.3% | — | 292 | +24,353 | New | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 24,099 | 1,224 | 0.07% | 0.03% | 293 | +13,370 | 124.62% | Q1 2026 | Apr 09, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 24,109 | 1,224 | 0.55% | 0.6% | 294 | -434 | -1.77% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,829 | 1,210 | 0.0% | 0.0% | 295 | +2,448 | 11.45% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 23,639 | 1,201 | 0.01% | 0.01% | 296 | -3,615 | -13.26% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 23,133 | 1,175 | 0.01% | 0.01% | 297 | +9,514 | 69.86% | Q1 2026 | May 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 22,575 | 1,147 | 0.32% | 0.3% | 298 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 22,339 | 1,135 | 0.62% | 0.47% | 299 | +4,641 | 26.22% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 22,014 | 1,118 | 0.0% | 0.0% | 300 | -56,613 | -72.0% | Q1 2026 | May 05, 2026 |