KONINKLIJKE PHILIPS NV - PHG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mondrian Investment Partners LTD | History | Reduced | 7,797,122 | 213,641 | 3.2% | 3.53% | 1 | -96,106 | -1.22% | Q1 2026 | Apr 29, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 4,976,913 | 136,367 | 1.69% | 1.95% | 2 | -1,566,209 | -23.94% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 4,383,855 | 120,107 | 0.02% | 0.03% | 3 | -41,047 | -0.93% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 2,776,205 | 76,068 | 0.0% | 0.0% | 4 | -65,675 | -2.31% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 2,723,804 | 74,632 | 0.0% | 0.0% | 5 | +118,606 | 4.55% | Q1 2026 | May 15, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 2,456,190 | 67,299 | 0.83% | 0.82% | 6 | +257,659 | 11.72% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,066,767 | 56,629 | 0.01% | 0.01% | 7 | +52,232 | 2.59% | Q1 2026 | May 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 1,988,923 | 54,496 | 0.39% | 0.36% | 8 | +262,926 | 15.23% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,457,550 | 39,936 | 0.0% | 0.0% | 9 | +45,224 | 3.2% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,272,261 | 34,859 | 0.01% | 0.01% | 10 | +79,197 | 6.64% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,073,731 | 29,420 | 0.0% | 0.0% | 11 | +100,204 | 10.29% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 977,241 | 26,776 | 0.01% | 0.0% | 12 | +835,149 | 587.75% | Q1 2026 | May 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 863,809 | 23,668 | 0.7% | 0.71% | 13 | -51,257 | -5.6% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 700,141 | 19,183 | 0.0% | 0.0% | 14 | +50,124 | 7.71% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 638,249 | 17,488 | 0.02% | 0.0% | 15 | +504,243 | 376.28% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 552,176 | 15,129 | 0.01% | 0.0% | 16 | +540,297 | 4548.34% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 533,794 | 14,625 | 0.0% | 0.0% | 17 | +356,814 | 201.61% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 517,229 | 14,172 | 0.01% | 0.0% | 18 | +308,058 | 147.28% | Q1 2026 | May 15, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | Added to | 515,007 | 14,111 | 3.36% | 3.79% | 19 | +7,743 | 1.53% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 495,310 | 13,572 | 0.0% | 0.0% | 20 | +57,514 | 13.14% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 486,941 | 13,342 | 0.01% | 0.01% | 21 | +22,039 | 4.74% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 411,066 | 11,263 | 0.0% | 0.0% | 22 | +76,701 | 22.94% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 402,977 | 11,041 | 0.04% | 0.04% | 23 | +23,916 | 6.31% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 392,219 | 10,746 | 0.02% | 0.02% | 24 | +94,413 | 31.7% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 381,756 | 10,460 | 0.0% | 0.0% | 25 | +38,386 | 11.18% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 365,602 | 10,017 | 0.02% | 0.02% | 26 | +1,809 | 0.5% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 338,724 | 9,281 | 0.01% | 0.01% | 27 | +8,055 | 2.44% | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | New | 337,769 | 8,961 | 0.02% | — | 28 | +337,769 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 316,841 | 8,681 | 0.0% | 0.0% | 29 | +39,649 | 14.3% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 310,825 | 8,516 | 0.0% | 0.0% | 30 | +25,245 | 8.84% | Q1 2026 | May 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 269,402 | 7,266 | 0.38% | 0.38% | 31 | +72,732 | 36.98% | Q1 2026 | Apr 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 260,659 | 7,142 | 0.01% | — | 32 | +260,659 | New | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 255,382 | 6,997 | 0.08% | 0.07% | 33 | +71,222 | 38.67% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 242,433 | 6,431 | 0.0% | 0.0% | 34 | +39,071 | 19.21% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 222,310 | 6,091 | 0.07% | 0.07% | 35 | +17,967 | 8.79% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 209,549 | 5,741 | 0.01% | 0.0% | 36 | +15,865 | 8.19% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 184,457 | 5,054 | 0.01% | — | 37 | +184,457 | New | Q1 2026 | May 15, 2026 |
| Inlet Private Wealth, LLC | History | Added to | 183,608 | 5,030 | 1.28% | 1.14% | 38 | +2,078 | 1.14% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 179,671 | 4,922 | 0.0% | 0.0% | 39 | +54,933 | 44.04% | Q1 2026 | May 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 166,205 | 4,554 | 0.0% | 0.0% | 40 | +42,880 | 34.77% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 160,596 | 4,400 | 0.0% | — | 41 | +160,581 | 1070540.0% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 160,307 | 4,392 | 0.01% | 0.0% | 42 | +33,978 | 26.9% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 159,162 | 4,361 | 0.01% | 0.0% | 43 | +48,456 | 43.77% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 157,061 | 4,303 | 0.0% | 0.0% | 44 | -17,453 | -10.0% | Q1 2026 | May 12, 2026 |
| Twin Tree Management, LP | History | Added to | 144,900 | 3,970 | 0.08% | 0.0% | 45 | +144,800 | 144800.0% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 137,233 | 3,760 | 0.09% | 0.08% | 46 | +3,091 | 2.3% | Q1 2026 | May 13, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 130,774 | 3,583 | 0.87% | 0.82% | 47 | +128 | 0.1% | Q1 2026 | Apr 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 124,596 | 3,414 | 0.0% | 0.0% | 48 | +31,905 | 34.42% | Q1 2026 | May 13, 2026 |
| Artisan Partners Limited Partnership | History | Added to | 122,511 | 3,356 | 0.01% | 0.0% | 49 | +2,653 | 2.21% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 120,876 | 3,311 | 0.0% | 0.0% | 50 | +36,754 | 43.69% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Reduced | 115,924 | 3,176 | 0.04% | 0.04% | 51 | -6,515 | -5.32% | Q1 2026 | May 01, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 114,929 | 3,149 | 1.14% | 1.1% | 52 | -698 | -0.6% | Q1 2026 | Apr 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 112,621 | 3,086 | 0.0% | — | 53 | +112,621 | New | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 105,741 | 2,897 | 0.04% | 0.04% | 54 | +13,941 | 15.19% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 103,418 | 2,833 | 0.0% | 0.0% | 55 | +27,659 | 36.51% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 102,067 | 2,797 | 0.04% | 0.04% | 56 | +8,757 | 9.38% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Added to | 101,977 | 2,794 | 0.0% | 0.0% | 57 | +35,406 | 53.19% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | Added to | 101,989 | 2,794 | 0.03% | 0.03% | 58 | +8,003 | 8.52% | Q1 2026 | May 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 98,970 | 2,711 | 0.45% | 0.42% | 59 | +9,311 | 10.38% | Q1 2026 | May 01, 2026 |
| Bank of New Hampshire | History | Reduced | 98,797 | 2,707 | 0.62% | 0.61% | 60 | -1,282 | -1.28% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 94,062 | 2,577 | 0.0% | 0.0% | 61 | -19,619 | -17.26% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 88,988 | 2,438 | 0.0% | 0.0% | 62 | +4,381 | 5.18% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 88,324 | 2,420 | 0.0% | 0.0% | 63 | +20,987 | 31.17% | Q1 2026 | May 12, 2026 |
| BONNESS ENTERPRISES INC | History | No change | 86,961 | 2,382 | 0.87% | 0.81% | 64 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 85,288 | 2,336 | 0.0% | 0.0% | 65 | +45,968 | 116.91% | Q1 2026 | May 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 83,711 | 2,293 | 0.39% | 0.1% | 66 | +67,273 | 409.25% | Q1 2026 | Apr 09, 2026 |
| SG Americas Securities, LLC | History | Added to | 72,158 | 1,977 | 0.0% | 0.0% | 67 | +40,102 | 125.1% | Q1 2026 | Apr 16, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 71,777 | 1,966 | 0.48% | 0.47% | 68 | +824 | 1.16% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 71,066 | 1,947 | 0.0% | 0.0% | 69 | +2,748 | 4.02% | Q1 2026 | May 14, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | Added to | 70,940 | 1,943 | 0.63% | 0.59% | 70 | +868 | 1.24% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 70,672 | 1,936 | 0.03% | 0.02% | 71 | +27,019 | 61.89% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 70,220 | 1,924 | 0.01% | 0.01% | 72 | +9,783 | 16.19% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 69,115 | 1,893 | 0.0% | 0.0% | 73 | +16,661 | 31.76% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 68,379 | 1,872 | 0.0% | 0.0% | 74 | -9,287 | -11.96% | Q1 2026 | May 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 68,176 | 1,868 | 0.1% | 0.09% | 75 | -250 | -0.37% | Q1 2026 | Apr 13, 2026 |
| Benin Management CORP | History | No change | 65,956 | 1,807 | 0.41% | 0.4% | 76 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Graham Capital Management, L.P. | History | Added to | 65,779 | 1,802 | 0.04% | 0.02% | 77 | +42,378 | 181.09% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 65,058 | 1,782 | 0.02% | 0.02% | 78 | -191 | -0.29% | Q1 2026 | Apr 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 60,520 | 1,658 | 0.04% | 0.03% | 79 | -1,133 | -1.84% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 60,060 | 1,645 | 0.0% | — | 80 | +60,060 | New | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 59,131 | 1,620 | 0.0% | 0.0% | 81 | +625 | 1.07% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 58,980 | 1,616 | 0.01% | 0.01% | 82 | +7,365 | 14.27% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 56,914 | 1,524 | 0.0% | 0.0% | 83 | +50,626 | 805.12% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 53,956 | 1,478 | 0.0% | — | 84 | +53,956 | New | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | Added to | 53,008 | 1,452 | 0.07% | 0.07% | 85 | +1,066 | 2.05% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 50,787 | 1,376 | 0.0% | 0.0% | 86 | -24,520 | -32.56% | Q1 2026 | Apr 08, 2026 |
| Brooklyn Investment Group | History | Added to | 48,304 | 1,323 | 0.04% | 0.04% | 88 | +16,786 | 53.26% | Q1 2026 | Apr 29, 2026 |
| Ethic Inc. | History | Added to | 48,315 | 1,323 | 0.02% | 0.02% | 87 | +10,975 | 29.39% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 48,116 | 1,318 | 0.0% | 0.0% | 89 | -2,715 | -5.34% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 47,780 | 1,309 | 0.05% | 0.04% | 90 | +12,303 | 34.68% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 47,015 | 1,288 | 0.05% | 0.03% | 91 | +11,977 | 34.18% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 46,485 | 1,273 | 0.0% | 0.0% | 92 | -4,113 | -8.13% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 47,543 | 1,244 | 0.0% | 0.0% | 93 | -11,655 | -19.69% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 45,390 | 1,243 | 0.0% | 0.0% | 94 | +1,307 | 2.96% | Q1 2026 | May 05, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 44,358 | 1,215 | 0.05% | 0.06% | 95 | -18,050 | -28.92% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 43,581 | 1,194 | 0.0% | 0.0% | 96 | +3,225 | 7.99% | Q1 2026 | May 08, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 41,643 | 1,141 | 0.0% | 0.0% | 97 | +4,674 | 12.64% | Q1 2026 | Apr 24, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 40,702 | 1,115 | 0.01% | 0.01% | 98 | -7,815 | -16.11% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 38,951 | 1,067 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 38,108 | 1,044 | 0.42% | 0.43% | 100 | +54 | 0.14% | Q1 2026 | Apr 24, 2026 |
| Vident Advisory, LLC | History | Added to | 37,151 | 1,017 | 0.01% | 0.01% | 101 | +2,654 | 7.69% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 36,446 | 998 | 0.0% | 0.0% | 102 | +28,014 | 332.23% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 35,371 | 969 | 0.0% | 0.0% | 103 | +1,055 | 3.07% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 34,471 | 944 | 0.01% | 0.01% | 104 | -3,616 | -9.49% | Q1 2026 | Apr 20, 2026 |
| Covenant Partners, LLC | History | No change | 34,652 | 938 | 0.27% | 0.27% | 105 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| STATE STREET CORP | History | Reduced | 34,074 | 933 | 0.0% | 0.0% | 106 | -157 | -0.46% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 33,357 | 913 | 0.02% | 0.01% | 107 | +1,695 | 5.35% | Q1 2026 | Apr 22, 2026 |
| Engineers Gate Manager LP | History | Added to | 32,590 | 892 | 0.01% | 0.01% | 108 | +15,937 | 95.7% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 32,215 | 882 | 0.0% | 0.0% | 109 | +5,066 | 18.66% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 31,116 | 852 | 0.0% | 0.0% | 110 | +11,057 | 55.12% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,706 | 841 | 0.0% | 0.0% | 111 | +4,221 | 15.94% | Q1 2026 | May 05, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 30,251 | 828 | 0.08% | 0.08% | 112 | +1,329 | 4.6% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 30,009 | 822 | 0.01% | 0.01% | 113 | +1,996 | 7.13% | Q1 2026 | Apr 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 29,958 | 820 | 0.01% | 0.01% | 114 | -2,340 | -7.25% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | New | 29,661 | 812 | 0.0% | — | 115 | +29,661 | New | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 27,047 | 741 | 0.02% | 0.02% | 116 | +1,059 | 4.07% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,974 | 739 | 0.0% | 0.0% | 117 | -11,543 | -29.97% | Q1 2026 | May 04, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 26,895 | 736 | 0.0% | 0.0% | 118 | -2,386 | -8.15% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 26,029 | 713 | 0.01% | 0.01% | 119 | +431 | 1.68% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 25,566 | 700 | 0.01% | 0.0% | 120 | +2,709 | 11.85% | Q1 2026 | Apr 15, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 24,503 | 671 | 0.22% | 0.2% | 121 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Reduced | 23,966 | 656 | 0.01% | 0.07% | 122 | -76,888 | -76.24% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,913 | 655 | 0.0% | 0.0% | 123 | +266 | 1.12% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 23,725 | 650 | 0.01% | 0.01% | 124 | +3,079 | 14.91% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 23,663 | 648 | 0.0% | 0.0% | 125 | -1,261 | -5.06% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 23,905 | 647 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Harrington Investments, INC | History | No change | 23,408 | 641 | 0.34% | 0.32% | 127 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 22,902 | 627 | 0.0% | 0.0% | 128 | +153 | 0.67% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 22,301 | 611 | 0.0% | 0.0% | 129 | +6,219 | 38.67% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 22,147 | 606 | 0.0% | — | 130 | +22,147 | New | Q1 2026 | May 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 22,027 | 603 | 0.01% | 0.01% | 131 | +640 | 2.99% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 21,444 | 588 | 0.0% | 0.0% | 132 | +2,012 | 10.35% | Q1 2026 | Apr 30, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 21,211 | 581 | 0.0% | 0.01% | 133 | -112,978 | -84.19% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 21,144 | 579 | 0.01% | — | 134 | +21,144 | New | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 21,100 | 578 | 0.0% | 0.0% | 135 | +1,236 | 6.22% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | No change | 20,616 | 564 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 20,194 | 553 | 0.01% | 0.01% | 137 | +2,012 | 11.07% | Q1 2026 | May 14, 2026 |
| INTRUST BANK NA | History | Added to | 18,872 | 517 | 0.04% | 0.04% | 138 | +2,393 | 14.52% | Q1 2026 | May 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 18,405 | 504 | 0.01% | 0.01% | 139 | +880 | 5.02% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 18,629 | 504 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | Added to | 18,269 | 500 | 0.01% | 0.01% | 141 | +1,693 | 10.21% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 18,180 | 498 | 0.0% | — | 142 | +18,180 | New | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 17,685 | 484 | 0.01% | 0.01% | 143 | +775 | 4.58% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 17,549 | 480 | 0.02% | 0.02% | 144 | +3,135 | 21.75% | Q1 2026 | Apr 06, 2026 |
| Riverwater Partners LLC | History | Reduced | 17,263 | 473 | 0.16% | 0.21% | 145 | -2,932 | -14.52% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Added to | 17,258 | 472 | 0.0% | 0.0% | 146 | +11,328 | 191.03% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 17,189 | 470 | 0.0% | 0.0% | 147 | +4,459 | 35.03% | Q1 2026 | May 15, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 17,165 | 470 | 0.11% | 0.11% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,012 | 466 | 0.0% | 0.0% | 149 | +1,255 | 7.96% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 16,854 | 461 | 0.0% | 0.0% | 150 | +539 | 3.3% | Q1 2026 | Apr 27, 2026 |
| Optiver Holding B.V. | History | Reduced | 15,688 | 429 | 0.0% | 0.0% | 151 | -97,804 | -86.18% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 15,438 | 423 | 0.0% | 0.0% | 152 | +461 | 3.08% | Q1 2026 | May 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 15,053 | 412 | 0.02% | 0.01% | 153 | +5,817 | 62.98% | Q1 2026 | Apr 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 14,421 | 395 | 0.0% | 0.0% | 154 | -139 | -0.95% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14,841 | 393 | 0.01% | 0.01% | 155 | +1,690 | 12.85% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,309 | 387 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 14,113 | 386 | 0.15% | 0.2% | 157 | -4,643 | -24.75% | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | Added to | 13,886 | 380 | 0.0% | 0.0% | 158 | +1,436 | 11.53% | Q1 2026 | May 04, 2026 |
| First Affirmative Financial Network | History | New | 13,791 | 377 | 0.15% | — | 159 | +13,791 | New | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 13,572 | 371 | 0.0% | 0.0% | 160 | -1,344 | -9.01% | Q1 2026 | May 12, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 13,256 | 363 | 0.0% | 0.01% | 161 | -15,250 | -53.5% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 13,124 | 359 | 0.01% | 0.01% | 162 | +886 | 7.24% | Q1 2026 | May 04, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 12,968 | 355 | 0.14% | 0.09% | 163 | -1,473 | -10.2% | Q1 2026 | May 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 12,928 | 354 | 0.04% | 0.03% | 164 | +640 | 5.21% | Q1 2026 | May 11, 2026 |
| Cetera Trust Company, N.A | History | No change | 12,787 | 350 | 0.2% | 0.19% | 165 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 12,612 | 345 | 0.01% | 0.01% | 167 | +1,492 | 13.42% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 12,625 | 345 | 0.03% | 0.04% | 166 | +1,057 | 9.14% | Q1 2026 | Apr 06, 2026 |
| Abel Hall, LLC | History | New | 12,459 | 341 | 0.07% | — | 168 | +12,459 | New | Q1 2026 | Apr 28, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 12,283 | 336 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 11,011 | 328 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 11,930 | 326 | 0.0% | — | 171 | +11,930 | New | Q1 2026 | May 08, 2026 |
| Corient IA LLC | History | No change | 11,890 | 325 | 0.31% | 0.3% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 11,259 | 308 | 0.28% | 0.28% | 173 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 11,005 | 301 | 0.02% | 0.01% | 174 | +2,489 | 29.23% | Q1 2026 | May 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 10,983 | 300 | 0.04% | 0.04% | 175 | +2,380 | 27.66% | Q1 2026 | Apr 30, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 10,895 | 298 | 0.0% | 0.0% | 176 | -1,014 | -8.51% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,742 | 294 | 0.01% | 0.01% | 177 | +2,983 | 38.45% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 10,468 | 286 | 0.01% | 0.01% | 178 | +3,075 | 41.59% | Q1 2026 | May 15, 2026 |
| Net Worth Advisory Group | History | Reduced | 10,293 | 282 | 0.06% | 0.06% | 179 | -128 | -1.23% | Q1 2026 | May 05, 2026 |
| DGS Capital Management, LLC | History | Reduced | 10,306 | 282 | 0.05% | 0.05% | 180 | -89 | -0.86% | Q1 2026 | Apr 28, 2026 |
| Caprock Group, LLC | History | Added to | 10,289 | 281 | 0.01% | 0.01% | 181 | +1,151 | 12.6% | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 10,271 | 280 | 0.01% | — | 182 | +10,271 | New | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | New | 10,252 | 280 | 0.0% | — | 183 | +10,252 | New | Q1 2026 | May 04, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Reduced | 9,894 | 271 | 0.02% | 0.02% | 184 | -1,220 | -10.98% | Q1 2026 | Apr 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 9,915 | 269 | 0.0% | 0.0% | 185 | +1,847 | 22.89% | Q1 2026 | May 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 9,740 | 266 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Foster Group, Inc. | History | Added to | 9,415 | 257 | 0.01% | 0.01% | 187 | +159 | 1.72% | Q1 2026 | Apr 13, 2026 |
| Ironsides Asset Advisors, LLC | History | New | 9,319 | 255 | 0.06% | — | 188 | +9,319 | New | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,288 | 254 | 0.0% | 0.0% | 189 | +1,340 | 16.86% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Added to | 9,244 | 253 | 0.0% | 0.0% | 190 | +182 | 2.01% | Q1 2026 | May 13, 2026 |
| FULTON BANK, N.A. | History | New | 9,233 | 252 | 0.01% | — | 191 | +9,233 | New | Q1 2026 | Apr 24, 2026 |
| One Capital Management, LLC | History | Reduced | 9,167 | 251 | 0.01% | 0.01% | 192 | -3,315 | -26.56% | Q1 2026 | May 12, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 9,138 | 250 | 0.04% | — | 193 | +9,138 | New | Q1 2026 | Apr 09, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 9,087 | 248 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Facet Wealth, Inc. | History | Reduced | 9,050 | 247 | 0.0% | 0.0% | 195 | -3 | -0.03% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | New | 9,002 | 246 | 0.01% | — | 196 | +9,002 | New | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 8,941 | 244 | 0.01% | 0.01% | 197 | -90 | -1.0% | Q1 2026 | Apr 07, 2026 |
| Dunhill Financial, LLC | History | No change | 8,636 | 236 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 8,557 | 234 | 0.0% | 0.0% | 199 | -3,327 | -28.0% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,463 | 231 | 0.0% | 0.0% | 200 | +718 | 9.27% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | New | 8,372 | 229 | 0.02% | — | 201 | +8,372 | New | Q1 2026 | Apr 15, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 8,231 | 225 | 0.19% | 0.2% | 202 | +2 | 0.02% | Q1 2026 | Apr 22, 2026 |
| May Hill Capital, LLC | History | New | 8,091 | 221 | 0.06% | — | 204 | +8,091 | New | Q1 2026 | May 06, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 8,097 | 221 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,873 | 215 | 0.0% | 0.0% | 206 | -5,701 | -42.0% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 7,855 | 215 | 0.0% | 0.0% | 205 | -600 | -7.1% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | New | 7,821 | 214 | 0.01% | — | 207 | +7,821 | New | Q1 2026 | Apr 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 7,784 | 213 | 0.0% | — | 208 | +7,784 | New | Q1 2026 | Apr 24, 2026 |
| BetterWealth, LLC | History | No change | 7,752 | 212 | 0.04% | 0.05% | 209 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Well Done, LLC | History | No change | 7,601 | 208 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Main Street Research LLC | History | New | 7,420 | 203 | 0.01% | — | 211 | +7,420 | New | Q1 2026 | Apr 30, 2026 |
| Ellevest, Inc. | History | New | 7,398 | 202 | 0.03% | — | 212 | +7,398 | New | Q1 2026 | May 11, 2026 |
| Bulltick Wealth Management, LLC | History | New | 7,304 | 200 | 0.04% | — | 213 | +7,304 | New | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 7,089 | 194 | 0.0% | 0.0% | 214 | +79 | 1.13% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | No change | 6,925 | 189 | 0.04% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Global Assets Advisory, LLC | History | New | 5,886 | 161 | 0.05% | — | 216 | +5,886 | New | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,673 | 154 | 0.0% | 0.0% | 217 | +1,578 | 38.53% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Reduced | 5,616 | 153 | 0.0% | 0.01% | 218 | -2,711 | -32.56% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,510 | 150 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 5,205 | 142 | 0.0% | — | 220 | +5,205 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 5,180 | 141 | 0.0% | 0.0% | 221 | -2,028 | -28.14% | Q1 2026 | May 11, 2026 |
| Firsthand Capital Management, Inc. | History | No change | 4,962 | 135 | 0.29% | 0.25% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,790 | 131 | 0.0% | 0.0% | 223 | +1,427 | 42.43% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,809 | 131 | 0.0% | 0.0% | 224 | +322 | 7.18% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 4,121 | 112 | 0.0% | 0.0% | 225 | +3,294 | 398.31% | Q1 2026 | Apr 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,848 | 105 | 0.0% | 0.0% | 226 | -35 | -0.9% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 3,667 | 100 | 0.0% | 0.0% | 227 | +150 | 4.26% | Q1 2026 | May 14, 2026 |
| Cromwell Holdings LLC | History | No change | 3,310 | 90 | 0.05% | 0.05% | 228 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,025 | 82 | 0.0% | 0.01% | 229 | -1,339 | -30.68% | Q1 2026 | Apr 24, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,756 | 76 | 0.0% | 0.0% | 230 | +456 | 19.83% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,554 | 69 | 0.0% | 0.0% | 231 | +38 | 1.51% | Q1 2026 | May 01, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,424 | 66 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,364 | 64 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 2,314 | 63 | 0.0% | 0.0% | 234 | +74 | 3.3% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,211 | 60 | 0.0% | 0.0% | 235 | -1,498 | -40.39% | Q1 2026 | May 13, 2026 |
| Fairscale Capital, LLC | History | No change | 2,171 | 59 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 2,069 | 56 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,800 | 49 | 0.0% | 0.01% | 238 | -6,975 | -79.49% | Q1 2026 | Apr 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,685 | 46 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,691 | 46 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,582 | 43 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,486 | 40 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,272 | 34 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 1,216 | 33 | 0.0% | 0.0% | 244 | -8,575 | -87.58% | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,240 | 33 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ESL Trust Services, LLC | History | No change | 1,194 | 32 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Osbon Capital Management LLC | History | New | 1,071 | 29 | 0.02% | — | 247 | +1,071 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 1,046 | 28 | 0.0% | 0.0% | 248 | +318 | 43.68% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 993 | 27 | 0.01% | 0.0% | 249 | +896 | 923.71% | Q1 2026 | Apr 30, 2026 |
| First Command Advisory Services, Inc. | History | New | 970 | 26 | 0.0% | — | 250 | +970 | New | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 923 | 25 | 0.0% | 0.09% | 251 | -143,682 | -99.36% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 920 | 25 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 909 | 24 | 0.01% | — | 253 | +909 | New | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 804 | 22 | 0.0% | 0.0% | 254 | +666 | 482.61% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 818 | 22 | 0.0% | 0.0% | 255 | +356 | 77.06% | Q1 2026 | May 04, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 830 | 22 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 800 | 21 | 0.01% | — | 259 | +800 | New | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 796 | 21 | 0.0% | 0.0% | 258 | +566 | 246.09% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 769 | 21 | 0.0% | 0.0% | 257 | +319 | 70.89% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 634 | 17 | 0.01% | 0.02% | 261 | -304 | -32.41% | Q1 2026 | Apr 29, 2026 |
| Fortitude Family Office, LLC | History | No change | 635 | 17 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 639 | 17 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 588 | 16 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 619 | 16 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| True Wealth Design, LLC | History | Added to | 532 | 14 | 0.0% | 0.0% | 269 | +329 | 162.07% | Q1 2026 | Apr 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 545 | 14 | 0.0% | 0.0% | 266 | +22 | 4.21% | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 519 | 14 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 519 | 14 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MTM Investment Management, LLC | History | No change | 519 | 14 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 494 | 13 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 500 | 13 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Reflection Asset Management | History | No change | 504 | 13 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Ancora Advisors LLC | History | Added to | 439 | 12 | 0.0% | — | 274 | +405 | 1191.18% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 441 | 12 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 456 | 12 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Anfield Capital Management, LLC | History | New | 431 | 11 | 0.0% | — | 278 | +431 | New | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | New | 426 | 11 | 0.0% | — | 277 | +426 | New | Q1 2026 | Apr 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 426 | 11 | 0.0% | — | 279 | +426 | New | Q1 2026 | May 07, 2026 |
| Miller Global Investments, LLC | History | No change | 405 | 11 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 376 | 10 | 0.0% | — | 281 | +376 | New | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 378 | 10 | 0.0% | 0.0% | 280 | -72 | -16.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 340 | 9 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 304 | 8 | 0.0% | 0.0% | 285 | +249 | 452.73% | Q1 2026 | Apr 17, 2026 |
| MOTCO | History | No change | 328 | 8 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 296 | 8 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | New | 288 | 7 | 0.0% | — | 287 | +288 | New | Q1 2026 | May 19, 2026 |
| CoreFirst Bank & Trust | History | No change | 290 | 7 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JDM Financial Group LLC | History | New | 219 | 6 | 0.0% | — | 291 | +219 | New | Q1 2026 | May 20, 2026 |
| Nemes Rush Group LLC | History | Added to | 234 | 6 | 0.0% | 0.0% | 289 | +88 | 60.27% | Q1 2026 | Apr 21, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 222 | 6 | 0.0% | 0.0% | 288 | +41 | 22.65% | Q1 2026 | Apr 21, 2026 |
| Ransom Advisory, Ltd | History | No change | 256 | 6 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| TD Waterhouse Canada Inc. | History | New | 189 | 5 | 0.0% | — | 293 | +189 | New | Q1 2026 | May 12, 2026 |
| Westfuller Advisors, LLC | History | No change | 188 | 5 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vanguard National Trust Co | History | New | 156 | 4 | 0.0% | — | 301 | +156 | New | Q1 2026 | May 08, 2026 |
| Stone House Investment Management, LLC | History | Added to | 158 | 4 | 0.0% | — | 298 | +147 | 1336.36% | Q1 2026 | Apr 22, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 148 | 4 | 0.0% | — | 297 | +127 | 604.76% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 162 | 4 | 0.0% | 0.0% | 296 | -57 | -26.03% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 172 | 4 | 0.0% | 0.0% | 299 | +5 | 2.99% | Q1 2026 | Apr 23, 2026 |
| PROFFITT & GOODSON INC | History | No change | 180 | 4 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EASTERN BANK | History | No change | 149 | 4 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |