PIMCO Dynamic Income Fund - PDI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 12,903,512 | 220,779 | 0.01% | 0.01% | 1 | +202,834 | 1.6% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 5,288,936 | 90,493 | 0.02% | 0.02% | 2 | +414,913 | 8.51% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,038,182 | 51,983 | 0.0% | 0.0% | 3 | +102,618 | 3.5% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,708,064 | 29,224 | 0.03% | 0.03% | 4 | +110,655 | 6.93% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 1,645,921 | 28,161 | 0.0% | 0.0% | 5 | +53,973 | 3.39% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,593,259 | 27,260 | 0.01% | 0.01% | 6 | -621,042 | -28.05% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,579,652 | 27,027 | 0.04% | 0.04% | 7 | +143,827 | 10.02% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,537,452 | 26,306 | 0.0% | 0.0% | 8 | +146,246 | 10.51% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 1,525,235 | 26,096 | 1.22% | 1.21% | 9 | +73,358 | 5.05% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,454,883 | 24,893 | 0.01% | 0.01% | 10 | +86,461 | 6.32% | Q1 2026 | May 14, 2026 |
| COHEN & STEERS, INC. | History | Added to | 1,426,864 | 24,414 | 0.04% | 0.04% | 11 | +248,443 | 21.08% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,302,825 | 22,661 | 0.07% | 0.13% | 12 | +86,559 | 7.12% | Q1 2026 | May 12, 2026 |
| Estate Planners Group, LLC | History | Added to | 1,308,910 | 22,395 | 10.76% | 9.93% | 13 | +15,794 | 1.22% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,179,092 | 20,174 | 0.05% | 0.05% | 14 | +78,363 | 7.12% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 876,123 | 14,990 | 0.07% | 0.07% | 15 | +42,335 | 5.08% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Added to | 790,071 | 13,517 | 0.02% | 0.0% | 16 | +767,617 | 3418.62% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 731,544 | 12,516 | 0.28% | 0.29% | 17 | +1,830 | 0.25% | Q1 2026 | May 15, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 724,194 | 12,390 | 6.34% | 6.38% | 18 | +41,718 | 6.11% | Q1 2026 | May 01, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 693,615 | 11,867 | 0.09% | 0.09% | 19 | -3,998 | -0.57% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 619,822 | 10,605 | 0.56% | 0.45% | 20 | +147,900 | 31.34% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 596,293 | 10,202 | 0.01% | 0.03% | 21 | -708,892 | -54.31% | Q1 2026 | Apr 27, 2026 |
| Noble Wealth Management PBC | History | Added to | 577,858 | 9,887 | 4.97% | 4.75% | 22 | +44,531 | 8.35% | Q1 2026 | Apr 02, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 568,664 | 9,729 | 0.92% | 1.04% | 23 | -47,532 | -7.71% | Q1 2026 | May 04, 2026 |
| Bensler, LLC | History | Added to | 525,873 | 8,997 | 0.93% | 0.89% | 24 | +23,770 | 4.73% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 483,924 | 8,280 | 0.02% | 0.02% | 25 | +71,055 | 17.21% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Added to | 458,802 | 7,950 | 0.1% | 0.11% | 26 | +27,187 | 6.3% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | New | 450,684 | 7,711 | 0.22% | — | 27 | +450,684 | New | Q1 2026 | Apr 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 449,355 | 7,688 | 0.0% | 0.0% | 28 | +66,919 | 17.5% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 437,892 | 7,492 | 0.15% | 0.14% | 29 | +25,891 | 6.28% | Q1 2026 | Apr 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 403,456 | 7,145 | 0.0% | 0.0% | 30 | -2,200 | -0.54% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 398,817 | 6,823 | 0.0% | 0.0% | 31 | +306,101 | 330.15% | Q1 2026 | May 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 380,472 | 6,509 | 0.44% | 0.27% | 32 | +132,766 | 53.6% | Q1 2026 | May 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 380,364 | 6,508 | 0.11% | 0.01% | 33 | +363,664 | 2177.63% | Q1 2026 | May 18, 2026 |
| Destiny Wealth Partners, LLC | History | New | 370,610 | 6,341 | 0.69% | — | 34 | +370,610 | New | Q1 2026 | May 11, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 370,346 | 6,336 | 1.28% | 1.38% | 35 | +3,614 | 0.99% | Q1 2026 | Apr 24, 2026 |
| LifeWealth Investments, LLC | History | Added to | 369,241 | 6,317 | 1.89% | 1.88% | 36 | +34,085 | 10.17% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 362,621 | 6,313 | 0.06% | 0.02% | 37 | +275,100 | 314.32% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 362,230 | 6,276 | 0.02% | 0.03% | 38 | +12,040 | 3.44% | Q1 2026 | Apr 30, 2026 |
| Sentinel Advisory Group, LLC | History | New | 342,272 | 5,856 | 2.85% | — | 39 | +342,272 | New | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 338,360 | 5,789 | 0.03% | 0.02% | 40 | +171,586 | 102.89% | Q1 2026 | May 13, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Added to | 329,889 | 5,644 | 4.53% | 4.04% | 41 | +41,810 | 14.51% | Q1 2026 | May 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 316,097 | 5,408 | 0.05% | 0.04% | 42 | +28,309 | 9.84% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 288,106 | 4,929 | 0.09% | 0.13% | 43 | +7,100 | 2.53% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 278,438 | 4,764 | 0.07% | 0.07% | 44 | +23,987 | 9.43% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 274,539 | 4,697 | 0.0% | 0.01% | 45 | -9,354 | -3.29% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 249,215 | 4,264 | 0.0% | 0.0% | 46 | +167,912 | 206.53% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 248,816 | 4,257 | 0.31% | 0.26% | 47 | +43,516 | 21.2% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 232,987 | 3,986 | 0.1% | 0.1% | 48 | +9,851 | 4.41% | Q1 2026 | Apr 07, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 227,453 | 3,891 | 1.61% | 1.63% | 49 | -1,909 | -0.83% | Q1 2026 | May 07, 2026 |
| Wealth Care LLC | History | New | 225,870 | 3,864 | 3.43% | — | 50 | +225,870 | New | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 224,563 | 3,842 | 0.0% | 0.0% | 51 | +40,963 | 22.31% | Q1 2026 | May 13, 2026 |
| Morse Asset Management, Inc | History | Added to | 200,912 | 3,437 | 0.71% | 0.69% | 52 | +6,340 | 3.26% | Q1 2026 | May 14, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 193,252 | 3,360 | 1.38% | 1.51% | 53 | +9,698 | 5.28% | Q1 2026 | Apr 22, 2026 |
| RFG Advisory, LLC | History | Reduced | 191,774 | 3,281 | 0.06% | 0.06% | 54 | -698 | -0.36% | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 182,465 | 3,230 | 0.02% | 0.02% | 55 | +24,267 | 15.34% | Q1 2026 | May 15, 2026 |
| Catawba River Capital | History | Added to | 185,297 | 3,226 | 1.55% | 1.38% | 56 | +10,186 | 5.82% | Q1 2026 | May 11, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 177,815 | 3,081 | 1.99% | 2.3% | 57 | -9,855 | -5.25% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 174,820 | 2,991 | 0.0% | 0.0% | 58 | -76,824 | -30.53% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 169,103 | 2,893 | 0.07% | 0.07% | 59 | +15,948 | 10.41% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 167,086 | 2,860 | 0.01% | 0.01% | 60 | -1,913 | -1.13% | Q1 2026 | May 01, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 162,492 | 2,780 | 2.39% | 2.17% | 61 | +13,913 | 9.36% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 156,237 | 2,673 | 0.04% | 0.02% | 62 | +81,880 | 110.12% | Q1 2026 | Apr 27, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 154,860 | 2,649 | 0.9% | 0.92% | 63 | +2,008 | 1.31% | Q1 2026 | May 12, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 151,916 | 2,599 | 1.05% | 0.98% | 64 | +10,978 | 7.79% | Q1 2026 | Apr 24, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 145,093 | 2,482 | 0.33% | 0.3% | 65 | +13,421 | 10.19% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 142,893 | 2,444 | 0.0% | 0.0% | 66 | -5,580 | -3.76% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 141,396 | 2,419 | 0.0% | 0.0% | 67 | -469,578 | -76.86% | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 140,935 | 2,411 | 0.29% | 0.31% | 68 | -4,376 | -3.01% | Q1 2026 | May 05, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Added to | 129,940 | 2,223 | 0.83% | 0.79% | 69 | +6,325 | 5.12% | Q1 2026 | May 18, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 128,837 | 2,204 | 1.86% | 1.78% | 70 | +7,890 | 6.52% | Q1 2026 | Apr 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 127,061 | 2,174 | 0.63% | 0.71% | 71 | -4,853 | -3.68% | Q1 2026 | Apr 13, 2026 |
| Anchor Capital Management Group Inc | History | No change | 124,300 | 2,126 | 1.48% | 1.25% | 72 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Kovack Advisors, Inc. | History | Added to | 122,310 | 2,105 | 0.11% | 0.06% | 73 | +51,505 | 72.74% | Q1 2026 | May 12, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 119,239 | 2,040 | 0.18% | 0.2% | 74 | -12,213 | -9.29% | Q1 2026 | Apr 24, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 117,385 | 2,008 | 0.15% | 0.17% | 75 | -12,104 | -9.35% | Q1 2026 | Apr 15, 2026 |
| Navis Wealth Advisors, LLC | History | New | 112,196 | 1,919 | 0.98% | — | 76 | +112,196 | New | Q1 2026 | May 15, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 108,997 | 1,864 | 0.87% | 0.87% | 77 | -2,537 | -2.27% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 107,635 | 1,841 | 0.04% | 0.04% | 78 | +16,906 | 18.63% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 102,855 | 1,782 | 0.06% | 0.06% | 79 | +3,109 | 3.12% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | New | 104,120 | 1,781 | 0.02% | — | 80 | +104,120 | New | Q1 2026 | May 12, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 103,159 | 1,765 | 0.7% | 0.27% | 81 | +42,276 | 69.44% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 95,609 | 1,656 | 0.04% | 0.04% | 82 | -2,775 | -2.82% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 95,568 | 1,635 | 0.0% | 0.0% | 83 | +27,421 | 40.24% | Q1 2026 | May 14, 2026 |
| MRA Advisory Group | History | Added to | 94,816 | 1,622 | 0.66% | 0.68% | 84 | +2,948 | 3.21% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 92,254 | 1,578 | 0.0% | 0.0% | 85 | +7,094 | 8.33% | Q1 2026 | May 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 87,385 | 1,495 | 0.02% | 0.02% | 86 | -11,514 | -11.64% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 87,056 | 1,489 | 0.0% | 0.01% | 87 | -247,047 | -73.94% | Q1 2026 | May 15, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 85,175 | 1,457 | 0.14% | 0.15% | 88 | -4,809 | -5.34% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 83,801 | 1,433 | 0.01% | 0.01% | 89 | +15,070 | 21.93% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 82,252 | 1,407 | 0.0% | 0.0% | 90 | -4,881 | -5.6% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 81,196 | 1,389 | 0.01% | 0.01% | 91 | +5,865 | 7.79% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 77,898 | 1,357 | 0.0% | 0.0% | 92 | -32,600 | -29.5% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 78,341 | 1,340 | 0.05% | 0.05% | 93 | +14,127 | 22.0% | Q1 2026 | May 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 78,118 | 1,336 | 0.0% | 0.0% | 94 | +6,787 | 9.51% | Q1 2026 | May 14, 2026 |
| Parisi Gray Wealth Management | History | Added to | 74,971 | 1,282 | 0.31% | 0.29% | 95 | +2,514 | 3.47% | Q1 2026 | Apr 08, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 74,283 | 1,270 | 0.0% | 0.0% | 96 | -1,316 | -1.74% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 72,052 | 1,257 | 0.02% | 0.04% | 97 | +21,882 | 43.62% | Q1 2026 | May 01, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 73,177 | 1,252 | 0.04% | 0.03% | 99 | +9,865 | 15.58% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Added to | 73,186 | 1,252 | 0.01% | 0.01% | 98 | +2,612 | 3.7% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 72,883 | 1,247 | 0.01% | 0.0% | 100 | +23,949 | 48.94% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 72,224 | 1,235 | 0.02% | 0.02% | 101 | +276 | 0.38% | Q1 2026 | Apr 23, 2026 |
| Americana Partners, LLC | History | Added to | 71,975 | 1,231 | 0.03% | 0.03% | 102 | +1,300 | 1.84% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 70,644 | 1,208 | 0.0% | 0.01% | 104 | -120,888 | -63.12% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 70,635 | 1,208 | 0.01% | 0.02% | 103 | -7,157 | -9.2% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 70,320 | 1,203 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 69,912 | 1,196 | 0.0% | 0.0% | 106 | +1,585 | 2.32% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 68,039 | 1,179 | 0.01% | 0.01% | 107 | +1,637 | 2.47% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 62,588 | 1,070 | 0.08% | 0.08% | 108 | +3,019 | 5.07% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 61,961 | 1,060 | 0.02% | 0.02% | 109 | +26,202 | 73.27% | Q1 2026 | May 15, 2026 |
| HF Advisory Group, LLC | History | Added to | 61,420 | 1,050 | 0.36% | 0.37% | 110 | +1,990 | 3.35% | Q1 2026 | Apr 21, 2026 |
| Significant Wealth Partners LLC | History | New | 60,462 | 1,034 | 1.27% | — | 111 | +60,462 | New | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 60,233 | 1,030 | 0.0% | — | 112 | +60,233 | New | Q1 2026 | May 01, 2026 |
| Benchmark Financial, LLC | History | No change | 59,542 | 1,018 | 0.91% | 1.05% | 113 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 58,411 | 999 | 0.01% | 0.01% | 114 | -18,254 | -23.81% | Q1 2026 | Apr 15, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 58,140 | 994 | 0.28% | 0.26% | 115 | +2,016 | 3.59% | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | Reduced | 57,558 | 984 | 0.0% | 0.0% | 116 | -14,016 | -19.58% | Q1 2026 | May 15, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | New | 56,959 | 974 | 0.82% | — | 117 | +56,959 | New | Q1 2026 | May 15, 2026 |
| Rayburn West Financial Services LLC | History | Added to | 54,823 | 938 | 0.55% | 0.55% | 118 | +5,000 | 10.04% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 51,947 | 919 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 53,300 | 911 | 0.02% | 0.02% | 120 | +7,474 | 16.31% | Q1 2026 | Apr 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 53,142 | 909 | 0.07% | 0.07% | 121 | +300 | 0.57% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 53,016 | 907 | 0.01% | 0.01% | 122 | +2,746 | 5.46% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | Added to | 52,814 | 903 | 0.0% | 0.0% | 123 | +5,067 | 10.61% | Q1 2026 | May 04, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 52,716 | 901 | 0.22% | 0.22% | 124 | -1,810 | -3.32% | Q1 2026 | Apr 17, 2026 |
| Virtu Financial LLC | History | Reduced | 52,202 | 893 | 0.04% | 0.04% | 125 | -7,925 | -13.18% | Q1 2026 | May 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 51,479 | 880 | 0.01% | 0.01% | 126 | +727 | 1.43% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 51,336 | 878 | 0.03% | 0.03% | 127 | +6,828 | 15.34% | Q1 2026 | Apr 07, 2026 |
| Lido Advisors, LLC | History | Added to | 49,010 | 847 | 0.0% | 0.0% | 128 | +4,587 | 10.33% | Q1 2026 | May 13, 2026 |
| Lewis Asset Management, LLC | History | Added to | 48,793 | 834 | 0.34% | 0.33% | 129 | +3,485 | 7.69% | Q1 2026 | Apr 21, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 48,594 | 831 | 0.29% | 0.17% | 131 | +698 | 1.46% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 48,574 | 831 | 0.0% | 0.0% | 130 | -409 | -0.83% | Q1 2026 | Apr 27, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 48,152 | 823 | 0.09% | 0.1% | 132 | -1,007 | -2.05% | Q1 2026 | Apr 24, 2026 |
| Fiduciary Alliance LLC | History | Added to | 46,984 | 810 | 0.05% | 0.05% | 133 | +1,555 | 3.42% | Q1 2026 | Apr 20, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 47,043 | 804 | 0.29% | 0.14% | 134 | +25,493 | 118.3% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 45,337 | 791 | 0.06% | 0.07% | 135 | +593 | 1.33% | Q1 2026 | May 01, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 45,840 | 784 | 0.17% | 0.18% | 136 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Verity Asset Management, Inc. | History | Added to | 45,649 | 781 | 0.33% | 0.32% | 137 | +3,880 | 9.29% | Q1 2026 | Apr 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 45,489 | 778 | 0.02% | 0.02% | 138 | -2,111 | -4.43% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 44,712 | 765 | 0.05% | 0.04% | 139 | +1,669 | 3.88% | Q1 2026 | Apr 28, 2026 |
| Accredited Investors Inc. | History | Added to | 44,580 | 762 | 0.04% | 0.02% | 140 | +23,861 | 115.16% | Q1 2026 | Apr 30, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 44,409 | 759 | 0.27% | 0.38% | 141 | +1,338 | 3.11% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 44,144 | 755 | 0.06% | 0.05% | 142 | +4,481 | 11.3% | Q1 2026 | Apr 08, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 43,849 | 750 | 0.27% | 0.31% | 143 | -4,809 | -9.88% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 42,969 | 735 | 0.03% | 0.01% | 144 | +25,011 | 139.27% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 42,470 | 726 | 0.03% | 0.03% | 145 | +26,210 | 161.19% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 40,657 | 695 | 0.24% | 0.24% | 146 | +1,082 | 2.73% | Q1 2026 | Apr 09, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 40,098 | 686 | 0.39% | 0.4% | 147 | +3,713 | 10.2% | Q1 2026 | May 01, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 40,029 | 684 | 0.15% | 0.16% | 148 | +2,044 | 5.38% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 38,629 | 660 | 0.01% | — | 149 | +38,629 | New | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 38,241 | 654 | 0.17% | 0.15% | 150 | +7,934 | 26.18% | Q1 2026 | May 06, 2026 |
| First Growth Capital LLC | History | Added to | 37,336 | 650 | 0.59% | 0.62% | 151 | +563 | 1.53% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Added to | 37,580 | 642 | 0.01% | 0.01% | 152 | +712 | 1.93% | Q1 2026 | May 13, 2026 |
| Kaizen Financial Strategies | History | Added to | 37,053 | 640 | 0.27% | 0.28% | 153 | +993 | 2.75% | Q1 2026 | May 01, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 37,030 | 633 | 0.04% | 0.04% | 154 | +7,370 | 24.85% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 36,240 | 627 | 0.03% | 0.04% | 155 | -11,871 | -24.67% | Q1 2026 | May 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 35,891 | 614 | 0.09% | 0.1% | 156 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| E&G Advisors, LP | History | Reduced | 35,638 | 609 | 0.14% | 0.14% | 157 | -700 | -1.93% | Q1 2026 | Apr 21, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 35,447 | 606 | 0.24% | 0.26% | 158 | -3,611 | -9.25% | Q1 2026 | Apr 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 35,414 | 605 | 0.04% | 0.06% | 159 | -12,038 | -25.37% | Q1 2026 | Apr 27, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 602 | 0.49% | 0.58% | 160 | +1 | New | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 35,020 | 599 | 0.0% | 0.0% | 161 | +22,610 | 182.19% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 34,770 | 594 | 0.01% | 0.01% | 162 | +12,035 | 52.94% | Q1 2026 | Apr 13, 2026 |
| Brookstone Capital Management | History | Added to | 33,804 | 578 | 0.01% | 0.0% | 163 | +20,880 | 161.56% | Q1 2026 | Apr 16, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 33,712 | 576 | 0.29% | 0.22% | 164 | +10,239 | 43.62% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 33,588 | 574 | 0.0% | 0.0% | 165 | +16,958 | 101.97% | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | Added to | 32,907 | 563 | 0.02% | 0.02% | 166 | +1,204 | 3.8% | Q1 2026 | May 14, 2026 |
| Safe Harbor Fiduciary, LLC | History | Reduced | 32,774 | 560 | 0.53% | 0.86% | 167 | -22,003 | -40.17% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 32,722 | 559 | 0.0% | 0.0% | 168 | +888 | 2.79% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 32,552 | 556 | 0.03% | 0.04% | 169 | +15,491 | 90.8% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 31,533 | 539 | 0.0% | 0.0% | 170 | -1,936 | -5.78% | Q1 2026 | May 08, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 31,284 | 535 | 0.24% | 0.21% | 171 | +465 | 1.51% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 31,839 | 531 | 0.0% | 0.0% | 172 | +12,608 | 65.56% | Q1 2026 | May 15, 2026 |
| Ramiah Investment Group | History | Reduced | 31,020 | 530 | 0.53% | 0.56% | 173 | -1,397 | -4.31% | Q1 2026 | Apr 21, 2026 |
| Certified Advisory Corp | History | Added to | 30,705 | 525 | 0.05% | 0.05% | 174 | +650 | 2.16% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 29,927 | 512 | 0.0% | 0.0% | 175 | +8,953 | 42.69% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 29,889 | 511 | 0.01% | 0.01% | 176 | +4 | 0.01% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 29,591 | 506 | 0.0% | 0.0% | 177 | +4,622 | 18.51% | Q1 2026 | May 14, 2026 |
| Thomasville National Bank | History | No change | 28,600 | 506 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 29,337 | 501 | 0.01% | 0.0% | 179 | +18,015 | 159.11% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 28,694 | 490 | 0.0% | — | 180 | +28,694 | New | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 28,373 | 485 | 0.02% | 0.02% | 181 | +1,417 | 5.26% | Q1 2026 | Apr 23, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 28,041 | 483 | 0.31% | 0.35% | 182 | -505 | -1.77% | Q1 2026 | Apr 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 27,237 | 475 | 0.01% | 0.01% | 183 | +6,826 | 33.44% | Q1 2026 | May 04, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 27,038 | 462 | 0.01% | 0.01% | 184 | +976 | 3.74% | Q1 2026 | May 12, 2026 |
| Creekside Partners | History | Added to | 26,351 | 450 | 0.19% | 0.1% | 185 | +13,164 | 99.83% | Q1 2026 | Apr 21, 2026 |
| Capital CS Group, LLC | History | Added to | 26,267 | 449 | 0.92% | 0.64% | 186 | +2,684 | 11.38% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 25,802 | 441 | 0.05% | 0.05% | 187 | -950 | -3.55% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 25,292 | 440 | 0.03% | 0.03% | 188 | +3,284 | 14.92% | Q1 2026 | May 01, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 25,631 | 438 | 0.07% | 0.06% | 189 | +5,015 | 24.33% | Q1 2026 | May 08, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 24,781 | 438 | 0.15% | 0.15% | 190 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 24,690 | 437 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NOVEM GROUP | History | Reduced | 25,487 | 436 | 0.05% | 0.06% | 192 | -3,071 | -10.75% | Q1 2026 | Apr 10, 2026 |
| Maridea Wealth Management LLC | History | Added to | 25,410 | 434 | 0.06% | 0.06% | 193 | +1,835 | 7.78% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Reduced | 25,047 | 428 | 0.01% | 0.01% | 194 | -182 | -0.72% | Q1 2026 | May 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 24,860 | 425 | 0.05% | — | 195 | +24,860 | New | Q1 2026 | May 15, 2026 |
| Oxinas Partners, LLC | History | Added to | 24,073 | 411 | 0.19% | 0.1% | 196 | +12,574 | 109.35% | Q1 2026 | Apr 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 23,877 | 408 | 0.01% | 0.01% | 198 | +356 | 1.51% | Q1 2026 | Apr 22, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 23,883 | 408 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 23,767 | 406 | 0.0% | 0.0% | 199 | -10,368 | -30.37% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 23,359 | 399 | 0.01% | 0.01% | 200 | -394 | -1.66% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 23,007 | 393 | 0.03% | 0.03% | 201 | +535 | 2.38% | Q1 2026 | Apr 22, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 22,865 | 391 | 0.05% | 0.05% | 202 | +205 | 0.9% | Q1 2026 | May 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 22,572 | 386 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 22,545 | 385 | 0.02% | 0.03% | 204 | -590 | -2.55% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,647 | 383 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sage Capital Advisors,llc | History | Added to | 22,369 | 382 | 0.09% | 0.08% | 206 | +2,178 | 10.79% | Q1 2026 | Apr 07, 2026 |
| Heirloom Wealth Management | History | New | 22,013 | 376 | 0.07% | — | 207 | +22,013 | New | Q1 2026 | Apr 14, 2026 |
| Kingstone Capital Partners Texas, LLC | History | New | 21,818 | 373 | 0.23% | — | 208 | +21,818 | New | Q1 2026 | May 05, 2026 |
| Keystone Wealth Services, LLC | History | New | 21,794 | 372 | 0.08% | — | 209 | +21,794 | New | Q1 2026 | May 13, 2026 |
| Herold Advisors, Inc. | History | Added to | 21,724 | 371 | 0.08% | 0.07% | 210 | +5,099 | 30.67% | Q1 2026 | May 14, 2026 |
| Disciplined Investments, LLC | History | Added to | 20,624 | 352 | 0.13% | 0.14% | 211 | +380 | 1.88% | Q1 2026 | May 12, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | Reduced | 20,250 | 346 | 0.12% | 0.17% | 212 | -9,055 | -30.9% | Q1 2026 | Apr 21, 2026 |
| GenWealth Group, Inc. | History | New | 20,056 | 343 | 0.06% | — | 213 | +20,056 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | New | 20,000 | 342 | 0.02% | — | 214 | +20,000 | New | Q1 2026 | Apr 17, 2026 |
| SFMG, LLC | History | New | 20,000 | 342 | 0.02% | — | 215 | +20,000 | New | Q1 2026 | May 12, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 19,976 | 341 | 0.27% | 0.27% | 216 | +649 | 3.36% | Q1 2026 | Apr 13, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 20,408 | 338 | 0.02% | 0.02% | 217 | +2,068 | 11.28% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 19,541 | 334 | 0.01% | 0.01% | 218 | +294 | 1.53% | Q1 2026 | May 07, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 19,516 | 333 | 0.0% | 0.0% | 219 | +1,425 | 7.88% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 19,020 | 325 | 0.01% | 0.01% | 220 | -130 | -0.68% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,937 | 324 | 0.0% | 0.0% | 221 | +4,860 | 34.52% | Q1 2026 | Apr 20, 2026 |
| VestGen Advisors, LLC | History | No change | 18,827 | 324 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 18,535 | 317 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GHE, LLC | History | Added to | 18,500 | 316 | 0.13% | 0.1% | 225 | +1,300 | 7.56% | Q1 2026 | May 04, 2026 |
| Mathes Company, Inc. | History | No change | 18,474 | 316 | 0.12% | 0.12% | 224 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 18,300 | 313 | 0.0% | 0.0% | 226 | +198 | 1.09% | Q1 2026 | Apr 28, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 18,283 | 312 | 0.08% | 0.09% | 227 | -1,400 | -7.11% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 18,283 | 312 | 0.0% | 0.0% | 228 | +567 | 3.2% | Q1 2026 | Apr 20, 2026 |
| MWA Asset Management | History | Added to | 18,225 | 311 | 0.17% | 0.18% | 229 | +50 | 0.28% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,125 | 310 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 17,398 | 297 | 0.01% | 0.01% | 231 | +3,099 | 21.67% | Q1 2026 | Apr 22, 2026 |
| TPG Advisors LLC | History | Added to | 17,251 | 295 | 0.18% | 0.13% | 232 | +5,866 | 51.52% | Q1 2026 | Apr 22, 2026 |
| United Advisor Group, LLC | History | Added to | 17,218 | 294 | 0.04% | 0.04% | 233 | +1,264 | 7.92% | Q1 2026 | Apr 17, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 17,197 | 294 | 0.19% | 0.21% | 234 | -276 | -1.58% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 17,156 | 293 | 0.0% | — | 235 | +17,156 | New | Q1 2026 | May 11, 2026 |
| TopTier Wealth Management, LLC | History | No change | 17,021 | 291 | 0.18% | 0.2% | 236 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 16,656 | 284 | 0.01% | 0.01% | 237 | -455 | -2.66% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 16,436 | 281 | 0.01% | 0.01% | 239 | +4,600 | 38.86% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 16,432 | 281 | 0.0% | 0.0% | 238 | -234 | -1.4% | Q1 2026 | May 05, 2026 |
| AtlasMark Financial, Inc | History | No change | 15,886 | 281 | 0.18% | 0.18% | 240 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Flatrock Wealth Partners LLC | History | New | 16,185 | 280 | 0.13% | — | 241 | +16,185 | New | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 16,078 | 275 | 0.0% | 0.0% | 242 | +87 | 0.54% | Q1 2026 | May 12, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 16,049 | 274 | 0.05% | 0.05% | 243 | -600 | -3.6% | Q1 2026 | May 01, 2026 |
| Strategic Financial Concepts, LLC | History | New | 15,950 | 272 | 0.07% | — | 245 | +15,950 | New | Q1 2026 | May 12, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 15,916 | 272 | 0.16% | 0.16% | 244 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 15,839 | 271 | 0.18% | 0.19% | 246 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 15,590 | 266 | 0.14% | 0.17% | 247 | +299 | 1.96% | Q1 2026 | Apr 30, 2026 |
| Abel Hall, LLC | History | New | 15,000 | 256 | 0.05% | — | 248 | +15,000 | New | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 14,873 | 254 | 0.0% | 0.0% | 249 | -743 | -4.76% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 14,742 | 252 | 0.0% | — | 250 | +14,742 | New | Q1 2026 | May 12, 2026 |
| CWC Advisors, LLC. | History | Added to | 14,523 | 248 | 0.12% | 0.09% | 252 | +3,685 | 34.0% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Added to | 14,533 | 248 | 0.0% | 0.0% | 251 | +1,352 | 10.26% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,970 | 247 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 14,286 | 244 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Investmark Advisory Group LLC | History | Added to | 14,054 | 240 | 0.1% | 0.11% | 255 | +95 | 0.68% | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | Reduced | 13,904 | 237 | 0.05% | 0.05% | 257 | -13,904 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Syverson Strege & Co | History | Added to | 13,881 | 237 | 0.06% | 0.06% | 256 | +444 | 3.3% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | Reduced | 13,479 | 233 | 0.05% | 0.21% | 258 | -42,360 | -75.86% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | New | 13,335 | 228 | 0.01% | — | 260 | +13,335 | New | Q1 2026 | May 14, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 13,355 | 228 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 12,940 | 221 | 0.0% | 0.0% | 261 | +1,842 | 16.6% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 12,768 | 218 | 0.01% | 0.69% | 262 | -1,613,515 | -99.21% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 12,793 | 218 | 0.0% | 0.0% | 263 | +2,425 | 23.39% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | No change | 12,634 | 216 | 0.04% | 0.05% | 264 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SMART Wealth LLC | History | New | 12,546 | 214 | 0.06% | — | 265 | +12,546 | New | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 12,279 | 212 | 0.0% | 0.01% | 266 | +18 | 0.15% | Q1 2026 | Apr 27, 2026 |
| Kagan Cocozza Asset Management | History | New | 12,376 | 211 | 0.15% | — | 267 | +12,376 | New | Q1 2026 | Apr 23, 2026 |
| Silverleafe Capital Partners, LLC | History | New | 12,320 | 210 | 0.06% | — | 269 | +12,320 | New | Q1 2026 | Apr 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 12,278 | 210 | 0.0% | 0.0% | 268 | +17 | 0.14% | Q1 2026 | May 15, 2026 |
| SUMMITRY LLC | History | No change | 12,000 | 205 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,841 | 202 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 11,799 | 201 | 0.02% | 0.01% | 272 | +1,627 | 15.99% | Q1 2026 | Apr 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 11,769 | 201 | 0.07% | 0.07% | 273 | +939 | 8.67% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 11,487 | 199 | 0.01% | 0.01% | 275 | -675 | -5.55% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 11,445 | 199 | 0.03% | 0.03% | 274 | +26 | 0.23% | Q1 2026 | May 08, 2026 |
| Anfield Capital Management, LLC | History | Added to | 11,611 | 198 | 0.05% | 0.02% | 276 | +8,577 | 282.7% | Q1 2026 | May 12, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 11,458 | 196 | 0.05% | 0.06% | 277 | -1,331 | -10.41% | Q1 2026 | Apr 17, 2026 |
| Convergence Financial, LLC | History | New | 11,405 | 195 | 0.02% | — | 278 | +11,405 | New | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Added to | 11,362 | 194 | 0.03% | 0.03% | 279 | +426 | 3.9% | Q1 2026 | May 01, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 11,282 | 193 | 0.07% | 0.07% | 280 | +403 | 3.7% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 11,078 | 189 | 0.0% | 0.0% | 281 | -293 | -2.58% | Q1 2026 | Apr 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 10,710 | 185 | 0.01% | — | 282 | +10,710 | New | Q1 2026 | May 12, 2026 |
| Attessa Capital LLC | History | New | 10,782 | 184 | 0.1% | — | 283 | +10,782 | New | Q1 2026 | Apr 07, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | New | 10,486 | 179 | 0.17% | — | 284 | +10,486 | New | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Reduced | 10,435 | 178 | 0.0% | 0.0% | 286 | -3,000 | -22.33% | Q1 2026 | May 13, 2026 |
| Financial Alternatives, Inc | History | No change | 10,437 | 178 | 0.1% | 0.11% | 285 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Added to | 10,373 | 177 | 0.01% | 0.0% | 288 | +3,276 | 46.16% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 10,396 | 177 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Perennial Investment Advisors, LLC | History | New | 10,236 | 175 | 0.01% | — | 289 | +10,236 | New | Q1 2026 | May 15, 2026 |
| Oxbow Advisors, LLC | History | No change | 10,075 | 172 | 0.01% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Logan Stone Capital, LLC | History | Reduced | 10,034 | 171 | 0.05% | 5.33% | 292 | -1,210,568 | -99.18% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | New | 10,000 | 171 | 0.01% | — | 296 | +10,000 | New | Q1 2026 | May 05, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 10,006 | 171 | 0.06% | 0.07% | 293 | -2,102 | -17.36% | Q1 2026 | Apr 10, 2026 |
| WESBANCO BANK INC | History | No change | 10,029 | 171 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,047 | 171 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 10,000 | 171 | 0.06% | 0.07% | 295 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 8,177 | 139 | 0.11% | 0.11% | 297 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 7,551 | 131 | 0.01% | 0.01% | 298 | +121 | 1.63% | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,589 | 130 | 0.01% | 0.01% | 299 | -68 | -0.89% | Q1 2026 | May 18, 2026 |
| Ascentis Independent Advisors | History | New | 6,996 | 119 | 0.01% | — | 301 | +6,996 | New | Q1 2026 | Apr 28, 2026 |