Invesco Exchange-Traded Fund Trust II - PGX
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.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 81,133,531 | 882,732 | 0.06% | 0.06% | 1 | +2,684,132 | 3.42% | Q1 2026 | May 15, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Added to | 75,491 | 821,342 | 9.22% | 2.14% | 2 | +55,829 | 283.94% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 15,125,247 | 164,562 | 0.03% | 0.03% | 3 | -249,281 | -1.62% | Q1 2026 | May 11, 2026 |
| Bramshill Investments, LLC | History | Added to | 10,278,204 | 111,826 | 9.63% | 4.65% | 4 | +2,957,015 | 40.39% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 9,258,895 | 100,736 | 0.02% | 0.01% | 5 | +3,913,325 | 73.21% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 6,347,751 | 69,063 | 0.0% | 0.0% | 6 | -923,511 | -12.7% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 5,312,734 | 57,802 | 0.02% | 0.02% | 7 | -412,933 | -7.21% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,131,366 | 45,231 | 0.01% | 0.01% | 8 | -9,512 | -0.23% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,061,509 | 44,229 | 0.0% | 0.0% | 9 | -1,246,984 | -23.49% | Q1 2026 | May 13, 2026 |
| Spectrum Asset Management, Inc. | History | Reduced | 3,902,745 | 42,461 | 84.85% | 75.99% | 10 | -1,469,681 | -27.36% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Reduced | 3,482,215 | 37,887 | 0.06% | 0.06% | 11 | -503 | -0.01% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 3,367,778 | 36,641 | 0.15% | 0.15% | 12 | +173,330 | 5.43% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,956,073 | 32,162 | 0.01% | 0.01% | 13 | -766,143 | -20.58% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,737,072 | 29,779 | 0.01% | 0.01% | 14 | +26,468 | 0.98% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,697,789 | 18,471 | 0.17% | 0.24% | 15 | +14,799 | 0.88% | Q1 2026 | May 06, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 1,389,774 | 15,120 | 0.76% | 0.77% | 16 | +44,155 | 3.28% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,229,982 | 13,382 | 0.0% | 0.0% | 17 | +1,025,630 | 501.89% | Q1 2026 | May 13, 2026 |
| STONEBRIDGE ADVISORS LLC | History | Added to | 1,223,779 | 13,314 | 15.75% | 4.88% | 18 | +431,371 | 54.44% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,219,965 | 13,273 | 0.07% | 0.09% | 19 | -59,683 | -4.66% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,131,378 | 12,309 | 0.02% | 0.02% | 20 | -104,179 | -8.43% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,125,887 | 12,250 | 0.02% | 0.02% | 21 | -223,889 | -16.59% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 1,017,472 | 11,070 | 0.27% | 0.3% | 22 | -48,429 | -4.54% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 954,689 | 10,387 | 0.05% | 0.05% | 23 | +1,519 | 0.16% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 938,873 | 10,214 | 0.06% | 0.06% | 24 | +19,587 | 2.13% | Q1 2026 | May 15, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 736,148 | 8,252 | 1.79% | 1.85% | 25 | +18,292 | 2.55% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 751,277 | 8,173 | 0.01% | 0.02% | 26 | -6,780 | -0.89% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 692,249 | 7,532 | 0.02% | 0.02% | 27 | -59,978 | -7.97% | Q1 2026 | Apr 30, 2026 |
| Prairiewood Capital, LLC | History | Added to | 680,404 | 7,402 | 2.14% | 2.29% | 28 | +24,758 | 3.78% | Q1 2026 | Apr 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 672,722 | 7,319 | 0.0% | 0.0% | 29 | -103,304 | -13.31% | Q1 2026 | May 13, 2026 |
| Manske Wealth Management | History | Added to | 664,411 | 7,228 | 2.02% | 1.96% | 30 | +74,401 | 12.61% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 663,212 | 7,215 | 0.0% | 0.0% | 31 | +58,963 | 9.76% | Q1 2026 | May 04, 2026 |
| Investors Research Corp | History | Added to | 578,277 | 6,291 | 1.2% | 1.11% | 32 | +37,756 | 6.99% | Q1 2026 | Apr 03, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 540,038 | 5,875 | 0.01% | 0.01% | 33 | -24,498 | -4.34% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 537,436 | 5,847 | 0.01% | 0.01% | 34 | +17,759 | 3.42% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 530,142 | 5,767 | 1.24% | 1.24% | 35 | -72,258 | -12.0% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 523,278 | 5,693 | 0.0% | 0.0% | 36 | +6,318 | 1.22% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 494,356 | 5,379 | 0.01% | 0.01% | 37 | -45,869 | -8.49% | Q1 2026 | Apr 22, 2026 |
| McAdam, LLC | History | Added to | 480,087 | 5,223 | 0.24% | 0.24% | 38 | +9,587 | 2.04% | Q1 2026 | May 08, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 458,900 | 4,992 | 1.38% | 0.81% | 39 | +165,978 | 56.66% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | New | 455,631 | 4,957 | 0.0% | — | 40 | +455,631 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 451,487 | 4,952 | 0.24% | 0.25% | 41 | -11,842 | -2.56% | Q1 2026 | Apr 27, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 440,393 | 4,791 | 1.07% | 1.1% | 42 | +648 | 0.15% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 413,477 | 4,498 | 0.04% | 0.05% | 43 | +32,348 | 8.49% | Q1 2026 | May 15, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 405,487 | 4,411 | 0.65% | 0.66% | 44 | -1,429 | -0.35% | Q1 2026 | May 05, 2026 |
| Field & Main Bank | History | Reduced | 393,033 | 4,276 | 1.24% | 1.28% | 45 | -2,982 | -0.75% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 375,515 | 4,134 | 0.01% | 0.01% | 46 | -67,758 | -15.29% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 25,268 | 3,974 | 0.07% | 0.07% | 47 | -379 | -1.48% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 363,959 | 3,959 | 0.0% | 0.01% | 48 | -21,200 | -5.5% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 362,745 | 3,946 | 0.0% | 0.0% | 49 | -20,400 | -5.32% | Q1 2026 | May 13, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 357,778 | 3,892 | 2.85% | 2.76% | 50 | +22,710 | 6.78% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 354,246 | 3,854 | 0.01% | 0.01% | 51 | +5,269 | 1.51% | Q1 2026 | May 08, 2026 |
| Banque Transatlantique SA | History | New | 326,172 | 3,548 | 0.09% | — | 52 | +326,172 | New | Q1 2026 | May 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 315,639 | 3,434 | 0.08% | 0.08% | 53 | +17,967 | 6.04% | Q1 2026 | May 12, 2026 |
| Arkos Global Advisors | History | Reduced | 312,676 | 3,402 | 0.43% | 0.58% | 54 | -90,022 | -22.35% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 310,360 | 3,376 | 0.08% | 0.1% | 55 | -50,471 | -13.99% | Q1 2026 | May 04, 2026 |
| Charles Schwab Trust Co | History | Added to | 307,169 | 3,341 | 0.22% | 0.18% | 56 | +66,146 | 27.44% | Q1 2026 | Apr 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 304,303 | 3,310 | 0.01% | 0.01% | 57 | +127,044 | 71.67% | Q1 2026 | Apr 30, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 303,146 | 3,298 | 0.01% | 0.04% | 58 | -1,854,789 | -85.95% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 296,689 | 3,227 | 0.01% | 0.01% | 59 | +115,042 | 63.33% | Q1 2026 | May 15, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 270,002 | 3,034 | 0.95% | 0.95% | 60 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 273,162 | 2,972 | 0.42% | 0.39% | 61 | +10,651 | 4.06% | Q1 2026 | Apr 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 248,499 | 2,703 | 0.09% | 0.09% | 62 | -8,667 | -3.37% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 224,902 | 2,446 | 0.01% | 0.01% | 63 | +1,196 | 0.53% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 217,238 | 2,441 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 221,034 | 2,401 | 0.97% | 2.52% | 65 | -368,377 | -62.5% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 199,079 | 2,165 | 0.03% | 0.03% | 66 | +2,826 | 1.44% | Q1 2026 | Apr 28, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 188,225 | 2,106 | 0.04% | 0.05% | 67 | -15,783 | -7.74% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 193,447 | 2,104 | 0.03% | 0.04% | 68 | -7,250 | -3.61% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 186,386 | 2,027 | 0.01% | 0.01% | 69 | -29,367 | -13.61% | Q1 2026 | May 04, 2026 |
| First PREMIER Bank | History | Reduced | 174,328 | 1,897 | 0.44% | 0.55% | 70 | -38,830 | -18.22% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 167,288 | 1,880 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 167,863 | 1,826 | 0.88% | 0.85% | 72 | +14,753 | 9.64% | Q1 2026 | Apr 29, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 166,453 | 1,811 | 0.05% | 0.05% | 73 | -3,840 | -2.25% | Q1 2026 | May 04, 2026 |
| NewSquare Capital LLC | History | Added to | 165,744 | 1,803 | 0.16% | 0.14% | 74 | +29,173 | 21.36% | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | Reduced | 161,601 | 1,758 | 0.06% | 0.07% | 75 | -370 | -0.23% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 158,201 | 1,721 | 0.01% | 0.01% | 76 | +9,933 | 6.7% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 157,507 | 1,715 | 0.0% | 0.0% | 77 | -6,429 | -3.92% | Q1 2026 | May 15, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 153,019 | 1,664 | 0.47% | 0.61% | 78 | -43,197 | -22.02% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 148,086 | 1,611 | 0.01% | 0.01% | 79 | -10,618 | -6.69% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 146,141 | 1,590 | 0.0% | 0.0% | 80 | +145,571 | 25538.77% | Q1 2026 | May 01, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 145,528 | 1,583 | 1.33% | 1.45% | 81 | -10,306 | -6.61% | Q1 2026 | May 15, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 143,722 | 1,563 | 2.17% | 2.35% | 82 | -5,593 | -3.75% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 140,795 | 1,531 | 0.1% | 0.1% | 83 | +408 | 0.29% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 130,556 | 1,420 | 0.0% | 0.0% | 84 | +731 | 0.56% | Q1 2026 | May 15, 2026 |
| Tudor Financial Inc. | History | Added to | 129,505 | 1,409 | 0.72% | 0.74% | 85 | +1,500 | 1.17% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 127,983 | 1,392 | 0.02% | 0.02% | 86 | +1,866 | 1.48% | Q1 2026 | May 13, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 121,097 | 1,317 | 0.12% | 0.13% | 87 | +909 | 0.76% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 119,284 | 1,297 | 0.0% | 0.0% | 88 | -709 | -0.59% | Q1 2026 | May 05, 2026 |
| KG Capital Management | History | Reduced | 118,927 | 1,293 | 0.93% | 0.55% | 89 | -79,965 | -40.21% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Added to | 116,593 | 1,264 | 0.01% | 0.01% | 90 | +6,795 | 6.19% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 116,043 | 1,262 | 0.02% | 0.02% | 91 | +5,447 | 4.93% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 110,693 | 1,244 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 113,486 | 1,234 | 0.0% | 0.0% | 93 | -105,608 | -48.2% | Q1 2026 | May 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 113,320 | 1,232 | 0.37% | 0.39% | 94 | +637 | 0.57% | Q1 2026 | Apr 20, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 112,973 | 1,229 | 0.41% | 0.43% | 95 | -3,867 | -3.31% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 108,050 | 1,175 | 0.0% | 0.0% | 96 | +1,402 | 1.31% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 106,192 | 1,155 | 0.03% | 0.02% | 97 | +26,659 | 33.52% | Q1 2026 | Apr 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 104,368 | 1,135 | 0.0% | — | 98 | +104,368 | New | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 104,196 | 1,133 | 0.0% | 0.0% | 99 | +84,846 | 438.48% | Q1 2026 | May 12, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 102,962 | 1,120 | 0.25% | 0.24% | 100 | +11,639 | 12.74% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Reduced | 100,804 | 1,096 | 0.01% | 0.01% | 101 | -5,574 | -5.24% | Q1 2026 | May 15, 2026 |
| Glaxis Capital Management, LLC | History | New | 100,000 | 1,088 | 1.36% | — | 102 | +100,000 | New | Q1 2026 | May 11, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 99,990 | 1,087 | 0.23% | 0.26% | 103 | -1,959 | -1.92% | Q1 2026 | Apr 09, 2026 |
| Invesco Ltd. | History | Reduced | 97,472 | 1,060 | 0.0% | 0.0% | 104 | -8,579 | -8.09% | Q1 2026 | May 12, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 94,608 | 1,029 | 0.18% | 0.16% | 105 | +12,345 | 15.01% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 94,347 | 1,026 | 0.0% | 0.0% | 106 | -476,348 | -83.47% | Q1 2026 | May 04, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 93,815 | 1,020 | 0.07% | 0.07% | 107 | +1,178 | 1.27% | Q1 2026 | May 15, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 84,888 | 923 | 0.69% | 1.41% | 108 | -79,582 | -48.39% | Q1 2026 | Apr 16, 2026 |
| AlphaCore Capital LLC | History | No change | 83,983 | 913 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cane Capital Partners, LLC | History | Reduced | 83,574 | 909 | 0.4% | 0.38% | 110 | -2,133 | -2.49% | Q1 2026 | Apr 24, 2026 |
| Pines Wealth Management, LLC | History | Added to | 82,550 | 898 | 0.29% | 0.24% | 111 | +16,684 | 25.33% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 80,891 | 880 | 0.02% | 0.02% | 112 | -3,382 | -4.01% | Q1 2026 | May 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 80,150 | 872 | 0.22% | 0.27% | 113 | -8,018 | -9.09% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | New | 77,538 | 843 | 0.01% | — | 114 | +77,538 | New | Q1 2026 | May 18, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 75,610 | 822 | 0.0% | 0.0% | 115 | +4,808 | 6.79% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 71,449 | 777 | 0.01% | 0.01% | 116 | +2,048 | 2.95% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 70,663 | 768 | 0.01% | 0.01% | 118 | +20,228 | 40.11% | Q1 2026 | Apr 20, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 70,605 | 768 | 0.0% | 0.0% | 117 | +5,027 | 7.67% | Q1 2026 | May 14, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 69,778 | 759 | 0.21% | 0.21% | 119 | +1,468 | 2.15% | Q1 2026 | Apr 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 68,859 | 749 | 0.0% | 0.0% | 120 | -2,363 | -3.32% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 65,535 | 713 | 0.03% | 0.02% | 121 | +15,136 | 30.03% | Q1 2026 | May 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 65,126 | 708 | 0.15% | 0.17% | 122 | -4,476 | -6.43% | Q1 2026 | May 05, 2026 |
| Trask Adam Roland | History | New | 64,188 | 698 | 0.66% | — | 123 | +64,188 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 63,788 | 694 | 0.0% | 0.0% | 124 | -7,650 | -10.71% | Q1 2026 | May 13, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 61,159 | 665 | 0.09% | 0.09% | 125 | +3,403 | 5.89% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 60,281 | 655 | 0.0% | 0.0% | 126 | -976 | -1.59% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 59,987 | 652 | 0.0% | 0.0% | 127 | +628 | 1.06% | Q1 2026 | May 05, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 59,596 | 648 | 0.07% | 0.08% | 128 | +914 | 1.56% | Q1 2026 | May 08, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 57,605 | 626 | 0.13% | 0.14% | 129 | +406 | 0.71% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 56,112 | 610 | 0.0% | 0.0% | 130 | -27,992 | -33.28% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 55,574 | 604 | 0.01% | 0.01% | 131 | -12,567 | -18.44% | Q1 2026 | Apr 23, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 55,508 | 603 | 0.41% | 0.42% | 132 | -157 | -0.28% | Q1 2026 | May 13, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 594 | 0.48% | 0.59% | 133 | +1 | New | Q1 2026 | May 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 54,139 | 589 | 0.25% | 0.26% | 134 | -1,140 | -2.06% | Q1 2026 | Apr 20, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 54,117 | 588 | 0.29% | — | 135 | +54,117 | New | Q1 2026 | Apr 09, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 52,267 | 568 | 0.32% | 0.29% | 136 | +113 | 0.22% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 51,374 | 558 | 0.0% | 0.0% | 137 | -4,037 | -7.29% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 51,079 | 555 | 0.05% | 0.05% | 138 | -3,188 | -5.87% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Reduced | 50,478 | 549 | 0.01% | 0.01% | 139 | -403 | -0.79% | Q1 2026 | May 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 50,048 | 544 | 0.17% | 0.18% | 140 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Point Windward Advisors Inc. | History | Added to | 49,280 | 536 | 0.27% | 0.24% | 141 | +4,649 | 10.42% | Q1 2026 | Apr 09, 2026 |
| ROCKLAND TRUST CO | History | Added to | 49,096 | 534 | 0.02% | 0.02% | 142 | +320 | 0.66% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | Added to | 47,662 | 531 | 0.01% | 0.02% | 143 | +9,800 | 25.88% | Q1 2026 | May 14, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 48,719 | 530 | 0.02% | 0.03% | 144 | -5,151 | -9.56% | Q1 2026 | May 05, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 47,145 | 512 | 0.01% | 0.02% | 145 | -8,000 | -14.51% | Q1 2026 | May 14, 2026 |
| Hyposwiss Advisors SA | History | No change | 47,070 | 512 | 0.51% | 0.52% | 146 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hilton Capital Management, LLC | History | No change | 46,850 | 509 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Reduced | 46,076 | 501 | 0.13% | 0.15% | 148 | -3,353 | -6.78% | Q1 2026 | Apr 09, 2026 |
| Rare Wolf Capital LLC | History | No change | 42,853 | 466 | 0.3% | 0.3% | 149 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 42,314 | 460 | 0.0% | 0.0% | 150 | +4,455 | 11.77% | Q1 2026 | May 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 42,001 | 456 | 0.03% | 0.04% | 151 | -10,132 | -19.43% | Q1 2026 | May 12, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 41,237 | 448 | 0.16% | 0.17% | 152 | +965 | 2.4% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 41,047 | 446 | 0.01% | 0.01% | 153 | +3,120 | 8.23% | Q1 2026 | Apr 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 40,939 | 445 | 0.01% | 0.01% | 154 | -7,472 | -15.43% | Q1 2026 | May 14, 2026 |
| Nautilus Advisors LLC | History | No change | 40,693 | 442 | 0.3% | 0.3% | 155 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 40,072 | 435 | 0.03% | 0.03% | 156 | +2,365 | 6.27% | Q1 2026 | Apr 14, 2026 |
| Ramiah Investment Group | History | Reduced | 40,002 | 435 | 0.44% | 0.46% | 157 | -1,586 | -3.81% | Q1 2026 | Apr 21, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 39,160 | 426 | 0.01% | 0.01% | 158 | -257 | -0.65% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 39,000 | 424 | 0.06% | 0.03% | 159 | +21,868 | 127.64% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Reduced | 39,042 | 424 | 0.01% | 0.01% | 160 | -2 | -0.01% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 38,701 | 421 | 0.0% | — | 161 | +38,701 | New | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 38,674 | 420 | 0.0% | 0.0% | 162 | -176,130 | -82.0% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | No change | 38,523 | 419 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 38,505 | 418 | 0.01% | 0.01% | 164 | +4,369 | 12.8% | Q1 2026 | Apr 14, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 37,762 | 410 | 0.36% | 0.37% | 165 | -448 | -1.17% | Q1 2026 | Apr 22, 2026 |
| Brookstone Capital Management | History | Reduced | 37,040 | 402 | 0.0% | 0.01% | 166 | -3,655 | -8.98% | Q1 2026 | Apr 16, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 36,854 | 400 | 0.36% | 0.42% | 167 | -9,425 | -20.37% | Q1 2026 | Apr 28, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 36,551 | 397 | 0.21% | 0.26% | 168 | -3,396 | -8.5% | Q1 2026 | Apr 16, 2026 |
| Arax Advisory Partners | History | Added to | 36,089 | 392 | 0.01% | 0.01% | 169 | +13,264 | 58.11% | Q1 2026 | May 13, 2026 |
| FF Advisors,LLC | History | Added to | 34,527 | 385 | 0.16% | 0.15% | 170 | +5,255 | 17.95% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 35,311 | 384 | 0.0% | — | 171 | +35,311 | New | Q1 2026 | May 14, 2026 |
| SkyOak Wealth, LLC | History | No change | 34,778 | 378 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 34,158 | 371 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 33,849 | 368 | 0.01% | 0.01% | 174 | -1,384 | -3.93% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 33,721 | 366 | 0.01% | 0.0% | 175 | +21,961 | 186.74% | Q1 2026 | May 14, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 33,050 | 359 | 0.0% | 0.0% | 176 | +1,939 | 6.23% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Reduced | 32,942 | 358 | 0.0% | 0.0% | 177 | -183 | -0.55% | Q1 2026 | May 11, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 32,965 | 358 | 0.13% | 0.13% | 178 | +176 | 0.54% | Q1 2026 | Apr 08, 2026 |
| Ariadne Wealth Management, LP | History | No change | 32,271 | 351 | 0.16% | 0.15% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Reduced | 32,000 | 348 | 0.0% | 0.02% | 180 | -188,021 | -85.46% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 31,919 | 347 | 0.01% | 0.01% | 181 | -709 | -2.17% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 31,122 | 338 | 0.01% | 0.01% | 182 | -17,452 | -35.93% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 30,572 | 336 | 0.0% | 0.0% | 183 | +19,173 | 168.2% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | No change | 29,850 | 324 | 0.13% | 0.14% | 184 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 29,250 | 318 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Friedenthal Financial | History | Reduced | 28,973 | 315 | 0.16% | 0.17% | 186 | -78 | -0.27% | Q1 2026 | Apr 20, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 28,270 | 307 | 0.05% | 0.06% | 187 | -139 | -0.49% | Q1 2026 | Apr 30, 2026 |
| Portland Financial Advisors Inc | History | No change | 28,070 | 305 | 0.63% | 0.67% | 188 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 27,297 | 297 | 0.0% | 0.0% | 189 | +7,288 | 36.42% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 27,141 | 295 | 0.0% | — | 190 | +27,141 | New | Q1 2026 | May 13, 2026 |
| Wiser Advisor Group LLC | History | Added to | 27,098 | 294 | 0.36% | 0.35% | 191 | +40 | 0.15% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 26,783 | 291 | 0.0% | 0.0% | 192 | +10,685 | 66.37% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 26,316 | 286 | 0.01% | 0.02% | 193 | +12,045 | 84.4% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 25,992 | 282 | 0.02% | 0.02% | 195 | +12,996 | 100.0% | Q1 2026 | Apr 28, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 25,987 | 282 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 25,732 | 279 | 0.0% | 0.0% | 196 | -500 | -1.91% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 25,562 | 278 | 0.01% | 0.01% | 197 | +70 | 0.27% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 25,536 | 277 | 0.0% | 0.0% | 198 | -5 | -0.02% | Q1 2026 | Apr 17, 2026 |
| Accel Wealth Management | History | Reduced | 25,448 | 276 | 0.07% | 0.11% | 199 | -9,764 | -27.73% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 25,903 | 275 | 0.0% | 0.0% | 200 | -1,249 | -4.6% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 25,214 | 274 | 0.01% | 0.01% | 201 | +1,709 | 7.27% | Q1 2026 | Apr 15, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 24,791 | 269 | 0.14% | 0.1% | 202 | +1,694 | 7.33% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 24,509 | 266 | 0.0% | 0.0% | 203 | -3,443 | -12.32% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 24,362 | 265 | 0.0% | 0.0% | 204 | +48 | 0.2% | Q1 2026 | May 04, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 23,991 | 261 | 0.01% | 0.0% | 205 | +4,060 | 20.37% | Q1 2026 | May 08, 2026 |
| Sepio Capital, LP | History | No change | 24,075 | 261 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 23,643 | 257 | 0.0% | 0.0% | 208 | +1,350 | 6.06% | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 23,706 | 257 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Autumn Glory Partners, LLC | History | No change | 23,627 | 257 | 0.09% | 0.09% | 209 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Crews Bank & Trust | History | Reduced | 23,255 | 253 | 0.04% | 0.04% | 210 | -1,500 | -6.06% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 22,957 | 249 | 0.0% | — | 212 | +22,957 | New | Q1 2026 | May 11, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 22,905 | 249 | 0.15% | 0.18% | 211 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 22,801 | 248 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 22,699 | 246 | 0.07% | 0.08% | 214 | -2,300 | -9.2% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22,582 | 245 | 0.0% | 0.0% | 215 | +5,554 | 32.62% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 22,497 | 244 | 0.0% | 0.0% | 216 | -145,804 | -86.63% | Q1 2026 | May 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 22,485 | 244 | 0.18% | 0.19% | 218 | -799 | -3.43% | Q1 2026 | Apr 17, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 22,500 | 244 | 0.16% | 0.17% | 217 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 21,761 | 236 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 21,600 | 235 | 0.01% | 0.01% | 220 | +5,350 | 32.92% | Q1 2026 | May 04, 2026 |
| American Trust | History | Reduced | 21,618 | 235 | 0.02% | 0.02% | 221 | -1,155 | -5.07% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,389 | 234 | 0.0% | 0.0% | 222 | +168 | 0.79% | Q1 2026 | Apr 07, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 21,419 | 233 | 0.01% | 0.01% | 223 | -581 | -2.64% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,295 | 231 | 0.0% | 0.0% | 224 | -117 | -0.55% | Q1 2026 | Apr 20, 2026 |
| GM Advisory Group, LLC | History | Added to | 21,229 | 230 | 0.01% | 0.01% | 225 | +108 | 0.51% | Q1 2026 | Apr 28, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 21,001 | 228 | 0.01% | 0.01% | 226 | -1,085 | -4.91% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 20,794 | 226 | 0.0% | 0.0% | 227 | +3 | 0.01% | Q1 2026 | May 01, 2026 |
| Legacy Private Trust Co. | History | No change | 20,700 | 225 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Apella Capital, LLC | History | Added to | 19,507 | 219 | 0.0% | 0.0% | 229 | +929 | 5.0% | Q1 2026 | Apr 20, 2026 |
| EVOKE WEALTH, LLC | History | No change | 19,848 | 215 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Independence Bank of Kentucky | History | Reduced | 19,585 | 213 | 0.03% | 0.03% | 231 | -1,950 | -9.06% | Q1 2026 | Apr 30, 2026 |
| Farrell Financial LLC | History | Added to | 19,607 | 213 | 0.13% | 0.13% | 232 | +172 | 0.89% | Q1 2026 | Apr 13, 2026 |
| Sigma Planning Corp | History | Reduced | 19,239 | 209 | 0.01% | 0.01% | 233 | -4,946 | -20.45% | Q1 2026 | May 04, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 19,250 | 209 | 0.14% | 0.14% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Marshall Financial Group, LLC | History | No change | 19,040 | 207 | 0.03% | 0.04% | 235 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Friday Financial | History | New | 18,923 | 205 | 0.07% | — | 236 | +18,923 | New | Q1 2026 | Apr 16, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 18,346 | 199 | 0.02% | 0.02% | 238 | -3,982 | -17.83% | Q1 2026 | May 13, 2026 |
| RDA Financial Network | History | Reduced | 18,305 | 199 | 0.05% | 0.05% | 237 | -300 | -1.61% | Q1 2026 | Apr 08, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 18,227 | 198 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 17,995 | 195 | 0.01% | — | 240 | +17,995 | New | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 126,695 | 191 | 0.01% | 0.0% | 241 | +5,127 | 4.22% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 17,316 | 188 | 0.0% | 0.0% | 243 | -514 | -2.88% | Q1 2026 | May 01, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 17,282 | 188 | 0.02% | 0.03% | 242 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| XTX Topco Ltd | History | New | 17,246 | 187 | 0.0% | — | 245 | +17,246 | New | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 17,279 | 187 | 0.0% | 0.0% | 244 | -6,386 | -26.98% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 16,876 | 183 | 0.01% | 0.02% | 246 | -17,661 | -51.14% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,359 | 183 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 16,779 | 182 | 0.0% | 0.0% | 249 | +587 | 3.63% | Q1 2026 | Apr 29, 2026 |
| Purus Wealth Management, LLC | History | Added to | 16,794 | 182 | 0.06% | 0.06% | 248 | +35 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 16,542 | 179 | 0.04% | 0.06% | 250 | -8,609 | -34.23% | Q1 2026 | Apr 14, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 16,421 | 178 | 0.09% | — | 251 | +16,421 | New | Q1 2026 | May 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 16,038 | 174 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 15,132 | 164 | 0.09% | 0.09% | 253 | +570 | 3.91% | Q1 2026 | May 01, 2026 |
| GenWealth Group, Inc. | History | No change | 15,069 | 163 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Weitzel Financial Services, Inc. | History | New | 14,843 | 162 | 0.06% | — | 255 | +14,843 | New | Q1 2026 | Apr 29, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 14,615 | 160 | 0.01% | 0.01% | 256 | -82 | -0.56% | Q1 2026 | May 12, 2026 |
| Adalta Capital Management LLC | History | Added to | 14,596 | 158 | 0.08% | 0.06% | 257 | +3,000 | 25.87% | Q1 2026 | May 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 14,339 | 156 | 0.01% | 0.01% | 258 | +220 | 1.56% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 14,332 | 155 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Proactive Wealth Strategies LLC | History | New | 14,077 | 153 | 0.03% | — | 261 | +14,077 | New | Q1 2026 | Apr 29, 2026 |
| Providence First Trust Co | History | No change | 14,100 | 153 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | New | 13,524 | 147 | 0.0% | — | 263 | +13,524 | New | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 13,586 | 147 | 0.01% | 0.01% | 262 | +148 | 1.1% | Q1 2026 | Apr 27, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Reduced | 13,403 | 146 | 0.1% | 0.76% | 264 | -85,605 | -86.46% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 13,323 | 144 | 0.0% | 0.0% | 265 | -22,867 | -63.19% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 13,172 | 143 | 0.0% | 0.0% | 267 | -939 | -6.65% | Q1 2026 | Apr 23, 2026 |
| WESBANCO BANK INC | History | No change | 13,210 | 143 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,891 | 140 | 0.01% | 0.01% | 268 | +237 | 1.87% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Reduced | 12,742 | 138 | 0.01% | 0.01% | 269 | -14,613 | -53.42% | Q1 2026 | May 19, 2026 |
| Vantus Wealth LLC | History | No change | 12,288 | 138 | 0.1% | 0.1% | 270 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Csenge Advisory Group | History | Reduced | 12,674 | 137 | 0.01% | 0.01% | 272 | -5,057 | -28.52% | Q1 2026 | Apr 30, 2026 |
| FineMark National Bank & Trust | History | No change | 12,190 | 137 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Joule Financial, LLC | History | Added to | 12,481 | 135 | 0.04% | 0.04% | 274 | +100 | 0.81% | Q1 2026 | Apr 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 12,453 | 135 | 0.01% | 0.01% | 273 | -69 | -0.55% | Q1 2026 | Apr 30, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 12,220 | 132 | 0.01% | 0.01% | 275 | -2,010 | -14.13% | Q1 2026 | May 05, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 11,725 | 130 | 0.08% | 0.1% | 276 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Weaver Consulting Group | History | Reduced | 11,925 | 129 | 0.03% | 0.03% | 277 | -625 | -4.98% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 11,775 | 128 | 0.02% | — | 278 | +11,775 | New | Q1 2026 | May 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 11,760 | 127 | 0.01% | 0.01% | 279 | -300 | -2.49% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,562 | 125 | 0.0% | 0.0% | 280 | -323 | -2.72% | Q1 2026 | May 08, 2026 |
| Conestoga Capital Advisors, LLC | History | No change | 11,350 | 123 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| S.A. Mason LLC | History | Added to | 11,305 | 122 | 0.05% | 0.04% | 282 | +1,875 | 19.88% | Q1 2026 | Apr 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 11,025 | 119 | 0.02% | 0.02% | 286 | -39 | -0.35% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | No change | 11,000 | 119 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prostatis Group LLC | History | No change | 10,972 | 119 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,632 | 119 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | New | 10,851 | 118 | 0.0% | — | 288 | +10,851 | New | Q1 2026 | Apr 27, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 10,912 | 118 | 0.05% | 0.05% | 287 | -159 | -1.44% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 10,730 | 116 | 0.01% | 0.01% | 289 | -5,184 | -32.58% | Q1 2026 | Apr 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 10,670 | 116 | 0.0% | 0.01% | 290 | -4,575 | -30.01% | Q1 2026 | May 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | New | 10,628 | 115 | 0.01% | — | 294 | +10,628 | New | Q1 2026 | Apr 20, 2026 |
| Financial Council, LLC | History | Added to | 10,641 | 115 | 0.04% | 0.05% | 293 | +162 | 1.55% | Q1 2026 | Apr 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,609 | 115 | 0.0% | 0.0% | 291 | +9 | 0.08% | Q1 2026 | May 15, 2026 |
| Financial Insights, Inc. | History | No change | 10,600 | 115 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,536 | 114 | 0.0% | 0.04% | 296 | -144,371 | -93.2% | Q1 2026 | Apr 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,565 | 114 | 0.0% | 0.01% | 295 | +69 | 0.66% | Q1 2026 | May 08, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 10,535 | 114 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Blue Trust, Inc. | History | Added to | 10,416 | 113 | 0.0% | 0.0% | 298 | +77 | 0.74% | Q1 2026 | Apr 20, 2026 |
| Haverford Trust Co | History | New | 10,373 | 112 | 0.0% | — | 299 | +10,373 | New | Q1 2026 | May 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 10,250 | 111 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 10,200 | 110 | 0.01% | — | 302 | +10,200 | New | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 10,134 | 110 | 0.0% | — | 301 | +10,134 | New | Q1 2026 | May 01, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 10,065 | 109 | 0.01% | 0.23% | 303 | -148,464 | -93.65% | Q1 2026 | May 08, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 10,030 | 109 | 0.05% | 0.05% | 304 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 9,530 | 103 | 0.05% | 0.05% | 305 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Robbins Farley | History | Added to | 9,139 | 99 | 0.04% | 0.05% | 307 | +9 | 0.1% | Q1 2026 | Apr 17, 2026 |
| UMB Bank, n.a. | History | No change | 9,120 | 99 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 8,677 | 94 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 8,218 | 89 | 0.01% | 0.01% | 309 | -1,831 | -18.22% | Q1 2026 | May 05, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 8,093 | 88 | 0.26% | 0.25% | 310 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 8,000 | 87 | 0.02% | 0.02% | 311 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | No change | 8,000 | 87 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 7,806 | 84 | 0.03% | 0.03% | 313 | +802 | 11.45% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,700 | 83 | 0.0% | 0.0% | 315 | -4,086 | -34.67% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 7,664 | 83 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Crewe Advisors LLC | History | No change | 7,327 | 79 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,110 | 77 | 0.0% | 0.01% | 317 | -10,569 | -59.78% | Q1 2026 | Apr 07, 2026 |
| NBT BANK N A /NY | History | No change | 7,020 | 76 | 0.0% | 0.01% | 318 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 6,758 | 73 | 0.03% | 0.03% | 319 | +154 | 2.33% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 6,650 | 72 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bank of New Hampshire | History | No change | 6,700 | 72 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | No change | 6,610 | 71 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bangor Savings Bank | History | No change | 6,500 | 70 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,437 | 59 | 0.0% | 0.0% | 324 | -566 | -9.43% | Q1 2026 | May 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 5,469 | 59 | 0.03% | 0.02% | 325 | +22 | 0.4% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | New | 5,275 | 57 | 0.0% | — | 326 | +5,275 | New | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | New | 5,077 | 55 | 0.02% | — | 328 | +5,077 | New | Q1 2026 | May 06, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 5,100 | 55 | 0.04% | 0.05% | 327 | -1,529 | -23.07% | Q1 2026 | Apr 24, 2026 |
| North Star Investment Management Corp. | History | No change | 4,878 | 53 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,850 | 53 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Assets Advisory, LLC | History | New | 4,812 | 52 | 0.01% | — | 331 | +4,812 | New | Q1 2026 | May 01, 2026 |
| BAYBAN | History | No change | 4,600 | 50 | 0.04% | 0.05% | 332 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,550 | 49 | 0.01% | 0.01% | 333 | -2,231 | -32.9% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,467 | 48 | 0.0% | — | 335 | +4,467 | New | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4,430 | 48 | 0.02% | 0.03% | 334 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 4,343 | 47 | 0.02% | 0.01% | 336 | +1,055 | 32.09% | Q1 2026 | Apr 21, 2026 |
| Millstone Evans Group, LLC | History | No change | 4,316 | 46 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Community Financial Services Group, LLC | History | New | 4,143 | 45 | 0.01% | — | 338 | +4,143 | New | Q1 2026 | Apr 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,041 | 43 | 0.0% | 0.0% | 340 | +4 | 0.1% | Q1 2026 | May 11, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 4,000 | 43 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 3,750 | 40 | 0.03% | 0.15% | 341 | -12,490 | -76.91% | Q1 2026 | Apr 07, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 3,617 | 39 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SRH ADVISORS, LLC | History | No change | 3,500 | 38 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 3,401 | 38 | 0.03% | 0.03% | 344 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROGCO, LP | History | Reduced | 3,053 | 33 | 0.01% | 0.01% | 345 | -752 | -19.76% | Q1 2026 | May 04, 2026 |
| Kentucky Trust Co | History | No change | 3,080 | 33 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,861 | 31 | 0.0% | 0.0% | 347 | -5,378 | -65.27% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Added to | 2,895 | 31 | 0.0% | 0.0% | 348 | +44 | 1.54% | Q1 2026 | Apr 29, 2026 |
| Ransom Advisory, Ltd | History | No change | 2,800 | 31 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Piscataqua Savings Bank | History | No change | 2,578 | 28 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,525 | 27 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 2,400 | 26 | 0.0% | — | 353 | +2,400 | New | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 2,459 | 26 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 2,386 | 25 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| JDM Financial Group LLC | History | No change | 2,370 | 25 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,273 | 24 | 0.0% | 0.0% | 356 | +28 | 1.25% | Q1 2026 | May 11, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 2,088 | 23 | 0.01% | 0.01% | 357 | +32 | 1.56% | Q1 2026 | Apr 28, 2026 |
| N.E.W. Advisory Services LLC | History | New | 2,000 | 21 | 0.0% | — | 360 | +2,000 | New | Q1 2026 | May 04, 2026 |
| NFSG Corp | History | Reduced | 2,000 | 21 | 0.0% | 0.0% | 359 | -72 | -3.47% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 2,000 | 21 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 1,861 | 20 | 0.03% | 0.03% | 361 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ameliora Wealth Management Ltd. | History | New | 1,714 | 18 | 0.01% | — | 362 | +1,714 | New | Q1 2026 | Apr 23, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,627 | 17 | 0.0% | 0.0% | 364 | +25 | 1.56% | Q1 2026 | May 20, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,570 | 17 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,456 | 16 | 0.0% | 0.0% | 367 | -12,319 | -89.43% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,479 | 16 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,500 | 16 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1,500 | 16 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 1,404 | 15 | 0.01% | 0.01% | 370 | +9 | 0.65% | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,400 | 15 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,280 | 14 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nemes Rush Group LLC | History | New | 1,252 | 13 | 0.0% | — | 373 | +1,252 | New | Q1 2026 | Apr 21, 2026 |
| FIRST HORIZON CORP | History | No change | 1,200 | 13 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Reduced | 1,118 | 12 | 0.0% | 0.0% | 374 | -1,729 | -60.73% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,168 | 12 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,108 | 12 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | New | 1,088 | 11 | 0.0% | — | 377 | +1,088 | New | Q1 2026 | Apr 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 925 | 10 | 0.0% | — | 381 | +925 | New | Q1 2026 | May 08, 2026 |
| Front Row Advisors LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SHP Wealth Management | History | No change | 1,000 | 10 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ares Financial Consulting, LLC | History | No change | 970 | 10 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| GAMMA Investing LLC | History | Reduced | 841 | 9 | 0.0% | 0.0% | 382 | -1,028 | -55.0% | Q1 2026 | Apr 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 917 | 9 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Added to | 826 | 8 | 0.01% | — | 385 | +822 | 20550.0% | Q1 2026 | May 07, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 752 | 8 | 0.0% | — | 386 | +752 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 752 | 8 | 0.0% | 0.0% | 384 | +11 | 1.48% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 647 | 7 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 700 | 7 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 725 | 7 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 608 | 6 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | New | 480 | 5 | 0.0% | — | 394 | +480 | New | Q1 2026 | May 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 500 | 5 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 540 | 5 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 500 | 5 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 421 | 4 | 0.0% | 0.0% | 395 | -1,206 | -74.12% | Q1 2026 | Apr 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 453 | 4 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | No change | 441 | 4 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 329 | 3 | 0.0% | 0.0% | 401 | -356 | -51.97% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 344 | 3 | 0.0% | 0.0% | 400 | -202 | -37.0% | Q1 2026 | May 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 282 | 3 | 0.0% | 0.0% | 402 | +37 | 15.1% | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 290 | 3 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Manchester Capital Management LLC | History | No change | 367 | 3 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wilkerson Advisory Group LLC | History | New | 206 | 2 | 0.0% | — | 405 | +206 | New | Q1 2026 | May 08, 2026 |
| Nova Wealth Management, Inc. | History | New | 191 | 2 | 0.0% | — | 404 | +191 | New | Q1 2026 | Apr 14, 2026 |
| Providence Capital Advisors, LLC | History | No change | 258 | 2 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Reduced | 152 | 1 | 0.0% | 0.0% | 407 | -2,848 | -94.93% | Q1 2026 | Apr 07, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 169 | 1 | 0.0% | — | 409 | +169 | New | Q1 2026 | Apr 16, 2026 |
| High Note Wealth, LLC | History | New | 161 | 1 | 0.0% | — | 412 | +161 | New | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | New | 126 | 1 | 0.0% | — | 411 | +126 | New | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | New | 92 | 1 | 0.0% | — | 410 | +92 | New | Q1 2026 | May 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 160 | 1 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 101 | 1 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,966,427 | -100.0% | Q1 2026 | May 13, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 7.08% | — | -1,245,561 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -600,848 | -100.0% | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -161,799 | -100.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96,600 | -100.0% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -59,879 | -100.0% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -45,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29,103 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -25,065 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -22,196 | -100.0% | Q1 2026 | May 14, 2026 |
| Oxbow Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,302 | -100.0% | Q1 2026 | Apr 27, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -16,059 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -14,900 | -100.0% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,178 | -100.0% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,823 | -100.0% | Q1 2026 | May 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -13,492 | -100.0% | Q1 2026 | May 14, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -13,440 | -100.0% | Q1 2026 | May 01, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,998 | -100.0% | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,987 | -100.0% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,757 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MainStreet Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,606 | -100.0% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,460 | -100.0% | Q1 2026 | May 15, 2026 |
| Carnegie Lake Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,220 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -10,768 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Wellington Shields & Co., LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,939 | -100.0% | Q1 2026 | May 04, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,429 | -100.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 53 | 0 | — | 0.0% | — | -3,881 | -98.65% | Q1 2026 | May 11, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,775 | -100.0% | Q1 2026 | May 07, 2026 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,740 | -100.0% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,104 | -100.0% | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,885 | -100.0% | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,435 | -100.0% | Q1 2026 | May 04, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,275 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200 | -100.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -789 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Dunhill Financial, LLC | History | New | 91 | 0 | — | — | — | +91 | New | Q1 2026 | May 06, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -80 | -100.0% | Q1 2026 | May 01, 2026 |
| TopTier Wealth Management, LLC | History | New | 67 | 0 | — | — | — | +67 | New | Q1 2026 | May 05, 2026 |
| CURIO WEALTH, LLC | History | Added to | 79 | 0 | — | — | — | +59 | 295.0% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q1 2026 | Apr 23, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PMV Capital Advisers, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | Apr 16, 2026 |
| Costello Asset Management, INC | History | Added to | 51 | 0 | — | — | — | +1 | 2.0% | Q1 2026 | Apr 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |