PRUDENTIAL FINANCIAL INC - PRU

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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.
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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
VANGUARD GROUP INC History No change 42,422,113 4,788,608 0.07% 0.07% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 33,466,367 3,269,329 0.06% 0.06% 2 +1,018,160 3.14% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 22,581,014 2,205,939 0.06% — 3 +22,581,014 New Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 16,955,581 1,656,390 0.06% 0.07% 4 -278,480 -1.62% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 16,287,591 1,591,134 0.08% — 5 +16,287,591 New Q1 2026 May 08, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 11,039,329 1,084,965 0.07% 0.07% 6 +1,505,523 15.79% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 6,154,554 601,238 0.04% 0.04% 7 -494,648 -7.44% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 5,114,350 499,620 0.06% 0.08% 8 -669,909 -11.58% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 4,766,675 465,656 0.07% 0.06% 9 +1,125,165 30.9% Q1 2026 May 12, 2026
NORTHERN TRUST CORP History Reduced 4,161,490 406,535 0.05% 0.06% 10 -22,615 -0.54% Q1 2026 May 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,758,545 367,088 0.08% 0.09% 11 +166,641 4.64% Q1 2026 May 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 3,105,078 303,335 0.06% 0.07% 12 +129,389 4.35% Q1 2026 May 13, 2026
Legal & General Group Plc History Added to 2,664,693 260,313 0.06% 0.07% 13 +14,755 0.56% Q1 2026 May 08, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 2,556,748 249,768 0.14% 0.09% 14 +1,247,371 95.26% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,462,625 240,573 0.04% 0.04% 15 +33,929 1.4% Q1 2026 May 15, 2026
UBS Group AG History Reduced 2,322,099 226,845 0.03% 0.04% 16 -41,825 -1.77% Q1 2026 May 05, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 2,198,592 209,547 0.2% 0.2% 17 +154,218 7.54% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Reduced 1,996,075 194,996 0.04% 0.04% 18 -85,299 -4.1% Q1 2026 May 05, 2026
VANGUARD FIDUCIARY TRUST CO History New 1,958,417 191,317 0.05% — 19 +1,958,417 New Q1 2026 May 08, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,897,227 185,340 0.01% 0.01% 20 +168,156 9.73% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,627,676 159,007 0.02% 0.02% 21 +136,478 9.15% Q1 2026 May 15, 2026
Amundi History Added to 1,606,235 156,913 0.04% 0.04% 22 +179,413 12.57% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 1,588,247 155,155 0.11% 0.09% 23 +431,527 37.31% Q1 2026 May 13, 2026
DEUTSCHE BANK AG\ History Added to 1,501,205 146,652 0.05% 0.05% 24 +216,826 16.88% Q1 2026 May 06, 2026
NORGES BANK History No change 1,244,948 140,529 0.02% 0.02% 25 0 0.0% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 1,361,692 128,652 0.01% 0.01% 26 +298,402 28.06% Q1 2026 May 13, 2026
CITADEL ADVISORS LLC History Reduced 1,272,646 124,324 0.02% 0.03% 27 -329,782 -20.58% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Added to 1,180,156 115,245 0.06% 0.07% 28 +59,933 5.35% Q1 2026 Apr 30, 2026
ROYAL BANK OF CANADA History Reduced 1,166,954 113,999 0.02% 0.02% 29 -20,218 -1.7% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,178,927 113,837 0.05% 0.05% 30 +411,601 53.64% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Reduced 1,102,735 107,726 0.18% 0.22% 31 -84,403 -7.11% Q1 2026 May 11, 2026
WELLS FARGO & COMPANY/MN History Added to 1,044,252 102,012 0.02% 0.02% 32 +73,325 7.55% Q1 2026 May 11, 2026
AustralianSuper Pty Ltd History Added to 1,042,267 101,819 0.53% 0.47% 33 +144,670 16.12% Q1 2026 May 07, 2026
Swiss National Bank History Added to 1,027,200 100,347 0.06% 0.06% 34 +62,300 6.46% Q1 2026 May 07, 2026
FMR LLC History Reduced 960,030 93,785 0.0% 0.01% 35 -664,508 -40.9% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 885,370 86,491 0.02% 0.02% 36 -15,401 -1.71% Q1 2026 May 14, 2026
Man Group plc History Added to 883,194 86,279 0.16% 0.05% 37 +630,334 249.28% Q1 2026 May 15, 2026
BESSEMER GROUP INC History Added to 876,664 85,641 0.13% 0.14% 38 +67,014 8.28% Q1 2026 May 06, 2026
STIFEL FINANCIAL CORP History Added to 875,633 85,540 0.08% 0.09% 39 +6,496 0.75% Q1 2026 May 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 551,607 83,577 0.04% 0.08% 40 -236,550 -30.01% Q1 2026 May 12, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 853,067 83,336 0.67% 0.76% 41 +264 0.03% Q1 2026 May 14, 2026
LPL Financial LLC History Added to 845,529 82,599 0.02% 0.03% 42 +27,410 3.35% Q1 2026 May 06, 2026
Nuveen, LLC History Added to 840,799 82,137 0.02% 0.02% 43 +19,290 2.35% Q1 2026 Apr 30, 2026
AMERICAN CENTURY COMPANIES INC History Added to 832,689 81,345 0.04% 0.03% 44 +231,564 38.52% Q1 2026 May 15, 2026
National Pension Service History Added to 804,449 78,586 0.06% 0.05% 45 +198,319 32.72% Q1 2026 May 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 784,602 76,647 0.05% 0.06% 46 +48,668 6.61% Q1 2026 May 12, 2026
Vanguard Global Advisers, LLC History New 778,609 76,062 0.04% — 47 +778,609 New Q1 2026 May 08, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 766,506 74,879 0.05% 0.05% 48 -42,280 -5.23% Q1 2026 Apr 30, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 719,843 70,321 0.02% 0.02% 49 +121,356 20.28% Q1 2026 May 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 704,703 68,842 0.06% — 50 +704,703 New Q1 2026 May 08, 2026
CITIGROUP INC History Added to 665,805 65,042 0.03% 0.03% 51 +133,468 25.07% Q1 2026 May 11, 2026
RHUMBLINE ADVISERS History Added to 642,553 62,770 0.05% 0.06% 52 +2,035 0.32% Q1 2026 May 12, 2026
AMERIPRISE FINANCIAL INC History Added to 637,957 62,297 0.01% 0.01% 53 +168,528 35.9% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 624,593 61,016 0.06% 0.07% 54 -14,615 -2.29% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 620,280 60,595 0.05% 0.04% 55 +366,624 144.54% Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 616,521 60,227 0.04% 0.04% 56 -2,672 -0.43% Q1 2026 May 06, 2026
Russell Investments Group, Ltd. History Added to 602,588 58,227 0.06% 0.07% 57 +11,600 1.96% Q1 2026 May 08, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 586,886 57,332 0.24% 0.25% 58 +16,352 2.87% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 505,649 57,077 0.02% 0.02% 59 +17,844 3.66% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 573,921 56,055 0.02% 0.02% 60 +1,593 0.28% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Added to 499,103 48,757 0.01% 0.01% 61 +198,224 65.88% Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 496,646 48,518 0.01% 0.01% 62 -18,468 -3.59% Q1 2026 May 15, 2026
Mariner, LLC History Added to 478,636 46,756 0.05% 0.06% 63 +9,019 1.92% Q1 2026 May 13, 2026
KBC Group NV History Added to 469,178 45,834 0.11% 0.04% 64 +311,640 197.82% Q1 2026 May 07, 2026
JANE STREET GROUP, LLC History Added to 462,955 45,226 0.01% 0.0% 65 +222,968 92.91% Q1 2026 May 12, 2026
CAPITAL ADVISORS INC/OK History Added to 459,608 44,899 0.72% 0.74% 66 +53,912 13.29% Q1 2026 Apr 27, 2026
SEI INVESTMENTS CO History Added to 446,647 43,634 0.04% 0.03% 67 +200,947 81.79% Q1 2026 May 13, 2026
Pictet Asset Management Holding SA History Reduced 445,016 43,421 0.05% 0.05% 68 -31,011 -6.51% Q1 2026 Apr 22, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 382,900 43,221 0.26% 0.26% 69 0 0.0% Q4 2025 Feb 04, 2026
BANK OF MONTREAL /CAN/ History Reduced 412,821 40,328 0.02% 0.02% 70 -226,373 -35.42% Q1 2026 May 13, 2026
Aberdeen Group plc History Added to 404,551 39,520 0.06% 0.07% 71 +5,110 1.28% Q1 2026 Apr 29, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 390,376 38,135 0.02% 0.02% 72 +1,496 0.38% Q1 2026 May 04, 2026
Quantinno Capital Management LP History Added to 386,596 37,766 0.06% 0.06% 73 +128,140 49.58% Q1 2026 May 15, 2026
LSV ASSET MANAGEMENT History Added to 378,870 37,012 0.08% 0.08% 74 +63,900 20.29% Q1 2026 May 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 352,695 34,454 0.02% 0.03% 75 -64,236 -15.41% Q1 2026 May 15, 2026
AVIVA PLC History Added to 325,812 31,828 0.05% 0.06% 76 +8,897 2.81% Q1 2026 May 14, 2026
Swedbank AB History Reduced 324,981 31,747 0.03% 0.04% 77 -17,083 -4.99% Q1 2026 Apr 29, 2026
STOREBRAND ASSET MANAGEMENT AS History Reduced 317,413 31,008 0.09% 0.11% 78 -50,079 -13.63% Q1 2026 May 05, 2026
TD ASSET MANAGEMENT INC History Reduced 312,593 30,537 0.02% 0.04% 79 -80,002 -20.38% Q1 2026 May 11, 2026
CANADA LIFE ASSURANCE Co History Added to 304,058 29,794 0.05% 0.05% 80 +29,287 10.66% Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History Added to 300,589 29,364 0.16% 0.09% 81 +160,930 115.23% Q1 2026 May 15, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 299,137 29,222 0.54% 0.6% 82 +4,531 1.54% Q1 2026 Apr 13, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 296,355 28,950 0.49% 0.52% 83 +18,519 6.67% Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 295,455 28,862 0.03% 0.04% 84 +13,735 4.88% Q1 2026 May 14, 2026
ALPS ADVISORS INC History Added to 286,330 27,971 0.13% 0.14% 85 +71,883 33.52% Q1 2026 May 08, 2026
SG Americas Securities, LLC History Added to 285,209 27,862 0.03% 0.01% 86 +237,953 503.54% Q1 2026 Apr 16, 2026
Rockefeller Capital Management L.P. History Added to 281,428 27,492 0.05% 0.05% 87 +12,598 4.69% Q1 2026 May 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 280,094 27,362 0.06% 0.06% 88 -136 -0.05% Q1 2026 Apr 27, 2026
AE Wealth Management LLC History Added to 263,327 25,724 0.14% 0.16% 89 +21,508 8.89% Q1 2026 May 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 261,423 25,538 0.05% 0.05% 90 0 0.0% Q1 2026 May 08, 2026
GREAT LAKES ADVISORS, LLC History Added to 256,335 25,041 0.21% 0.22% 91 +14,351 5.93% Q1 2026 May 11, 2026
DANSKE BANK A/S History Reduced 249,266 24,350 0.06% 0.07% 92 -25,100 -9.15% Q1 2026 May 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 232,689 22,731 0.03% 0.03% 93 +1,200 0.52% Q1 2026 May 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 231,439 22,609 0.03% 0.04% 94 -3,300 -1.41% Q1 2026 Apr 27, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 228,556 22,363 0.04% 0.05% 95 -30,595 -11.81% Q1 2026 May 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 228,571 22,329 0.05% 0.05% 96 +11,469 5.28% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 227,724 22,246 0.01% 0.01% 97 +75,250 49.35% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 225,939 22,071 0.02% 0.03% 98 +7,082 3.24% Q1 2026 May 13, 2026
Korea Investment CORP History Added to 223,754 21,858 0.05% 0.05% 99 +9,315 4.34% Q1 2026 May 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 217,600 21,227 0.03% 0.01% 100 +167,797 336.92% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Added to 215,389 21,041 0.03% 0.03% 101 +2,307 1.08% Q1 2026 Apr 27, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 214,898 20,993 0.02% 0.02% 102 -35,942 -14.33% Q1 2026 May 15, 2026
Verity & Verity, LLC History Added to 213,220 20,829 1.55% 1.75% 103 +13,903 6.98% Q1 2026 Apr 15, 2026
Squarepoint Ops LLC History Reduced 209,069 20,423 0.02% 0.04% 104 -159,119 -43.22% Q1 2026 May 15, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 207,866 20,306 0.03% 0.02% 105 +93,306 81.45% Q1 2026 May 14, 2026
Brandywine Global Investment Management, LLC History No change 178,605 20,160 0.14% 0.14% 106 0 0.0% Q4 2025 Feb 11, 2026
Cadence Bank History No change 174,482 19,695 1.15% 1.15% 107 0 0.0% Q4 2025 Jan 30, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 196,358 19,182 0.03% 0.04% 108 +6,619 3.49% Q1 2026 May 15, 2026
Walleye Trading LLC History Reduced 191,261 18,684 0.03% 0.04% 109 -79,958 -29.48% Q1 2026 May 08, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 185,819 18,152 0.09% 0.12% 110 -4,790 -2.51% Q1 2026 May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 184,060 17,980 0.02% 0.02% 111 -15,208 -7.63% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Reduced 176,044 17,197 0.02% 0.14% 112 -1,198,922 -87.2% Q1 2026 May 14, 2026
Vanguard Investments Australia, Ltd. History New 174,720 17,068 0.05% — 113 +174,720 New Q1 2026 May 08, 2026
Chevy Chase Trust Holdings, LLC History Reduced 171,563 16,759 0.05% 0.05% 114 -6,037 -3.4% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Added to 170,468 16,614 0.02% 0.01% 115 +72,161 73.4% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 169,194 16,604 0.02% 0.02% 116 +3,291 1.98% Q1 2026 May 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 167,783 16,390 0.01% 0.02% 117 -5,771 -3.33% Q1 2026 May 14, 2026
Asset Management One Co., Ltd. History Reduced 159,907 15,621 0.05% 0.05% 118 -4,062 -2.48% Q1 2026 May 08, 2026
Gotham Asset Management, LLC History Reduced 158,755 15,508 0.05% 0.07% 119 -21,137 -11.75% Q1 2026 May 15, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 158,061 15,440 0.03% 0.04% 120 +334 0.21% Q1 2026 May 01, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 156,609 15,299 0.04% 0.05% 121 -14,877 -8.68% Q1 2026 May 12, 2026
APG Asset Management N.V. History Reduced 177,089 15,014 0.05% 0.05% 122 -5,194 -2.85% Q1 2026 May 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 153,442 14,986 0.02% 0.06% 123 -195,399 -56.01% Q1 2026 May 13, 2026
Bridgewater Associates, LP History Reduced 152,101 14,858 0.07% 0.16% 124 -244,798 -61.68% Q1 2026 May 15, 2026
TORONTO DOMINION BANK History Reduced 151,373 14,787 0.02% 0.03% 125 -10,466 -6.47% Q1 2026 May 15, 2026
Treasurer of the State of North Carolina History Added to 149,929 14,647 0.05% 0.05% 126 +3,191 2.17% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Reduced 145,578 14,222 0.04% 0.04% 127 -11,237 -7.17% Q1 2026 Apr 22, 2026
MML INVESTORS SERVICES, LLC History Reduced 141,498 13,822 0.04% 0.05% 128 -27,807 -16.42% Q1 2026 May 04, 2026
OSAIC HOLDINGS, INC. History Added to 140,199 13,703 0.02% 0.02% 129 +2,864 2.09% Q1 2026 May 15, 2026
Focus Partners Wealth History Added to 139,046 13,583 0.02% 0.02% 130 +10,909 8.51% Q1 2026 May 14, 2026
Mn Services Vermogensbeheer B.V. History No change 136,034 13,289 0.09% 0.09% 131 0 0.0% Q1 2026 Apr 30, 2026
Robeco Institutional Asset Management B.V. History Added to 135,211 13,208 0.02% 0.02% 132 +32,890 32.14% Q1 2026 Apr 21, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 134,784 13,167 0.97% 0.82% 133 +36,326 36.89% Q1 2026 Apr 22, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 133,974 13,087 0.05% 0.05% 134 -8,727 -6.12% Q1 2026 Apr 30, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 131,099 12,807 0.06% 0.06% 135 -69,805 -34.75% Q1 2026 May 14, 2026
Gradient Investments LLC History Added to 129,799 12,680 0.2% 0.22% 136 +5,227 4.2% Q1 2026 Apr 13, 2026
Assenagon Asset Management S.A. History Reduced 129,148 12,616 0.02% 0.02% 137 -5,355 -3.98% Q1 2026 Apr 20, 2026
D.A. DAVIDSON & CO. History Added to 129,127 12,614 0.08% 0.08% 138 +8,859 7.37% Q1 2026 May 05, 2026
KLP KAPITALFORVALTNING AS History Added to 126,150 12,323 0.05% 0.05% 139 +2,500 2.02% Q1 2026 Apr 29, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 125,495 12,259 0.03% 0.04% 140 +325 0.26% Q1 2026 May 11, 2026
VIKING FUND MANAGEMENT LLC History Added to 125,000 12,211 1.25% 1.62% 141 +1,000 0.81% Q1 2026 Apr 10, 2026
Midwest Trust Co History Reduced 124,442 12,156 0.15% 0.18% 142 -1,040 -0.83% Q1 2026 May 01, 2026
BANK OF NOVA SCOTIA History Reduced 124,118 12,125 0.02% 0.04% 143 -87,354 -41.31% Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 121,957 11,913 0.04% 0.04% 144 -629 -0.51% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 122,282 11,909 0.01% 0.01% 145 -3,777 -3.0% Q1 2026 May 08, 2026
Invenomic Capital Management LP History New 119,651 11,688 0.54% — 146 +119,651 New Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History No change 115,229 11,447 0.02% 0.02% 147 0 0.0% Q1 2026 May 07, 2026
Point72 Asset Management, L.P. History Added to 116,400 11,371 0.01% 0.01% 148 +20,600 21.5% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 115,414 11,274 0.02% 0.01% 149 +81,425 239.56% Q1 2026 May 01, 2026
State of Tennessee, Department of Treasury History Reduced 113,159 11,054 0.04% 0.05% 150 -17,160 -13.17% Q1 2026 May 15, 2026
Resona Asset Management Co.,Ltd. History Added to 111,228 10,798 0.05% 0.06% 151 +2,393 2.2% Q1 2026 Apr 29, 2026
Tredje AP-fonden History New 108,852 10,633 0.06% — 152 +108,852 New Q1 2026 May 12, 2026
FORSTA AP-FONDEN History No change 94,000 10,610 0.06% 0.06% 153 0 0.0% Q4 2025 Feb 10, 2026
State of New Jersey Common Pension Fund D History Added to 107,712 10,522 0.04% 0.04% 154 +1,842 1.74% Q1 2026 May 05, 2026
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund History New 106,400 10,394 0.2% — 155 +106,400 New Q1 2026 May 11, 2026
HANCOCK WHITNEY CORP History Added to 104,924 10,254 0.18% 0.02% 156 +93,968 857.69% Q1 2026 May 15, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 104,793 10,237 1.47% 1.73% 157 +3,079 3.03% Q1 2026 Apr 13, 2026
Creative Planning History Added to 103,522 10,113 0.01% 0.01% 158 +37,417 56.6% Q1 2026 May 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 102,504 10,013 0.01% 0.01% 159 -40,992 -28.57% Q1 2026 May 15, 2026
Brookstone Capital Management History Reduced 102,416 10,005 0.11% 0.14% 160 -7,125 -6.5% Q1 2026 Apr 16, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 102,155 9,979 0.05% 0.06% 161 -800 -0.78% Q1 2026 May 04, 2026
Wealthfront Advisers LLC History Added to 99,168 9,687 0.02% 0.02% 162 +18,389 22.76% Q1 2026 May 05, 2026
COMERICA BANK History No change 85,747 9,679 0.04% 0.04% 163 0 0.0% Q4 2025 Jan 29, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 98,946 9,666 0.03% 0.03% 164 +9,857 11.06% Q1 2026 May 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 98,466 9,619 0.0% 0.01% 165 -106,720 -52.01% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 98,464 9,618 0.02% 0.02% 166 +3,768 3.98% Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 97,699 9,544 0.01% — 167 +97,699 New Q1 2026 May 12, 2026
Bell Bank History Added to 96,775 9,453 0.4% 0.41% 168 +11,343 13.28% Q1 2026 Apr 23, 2026
Arizona State Retirement System History Reduced 95,122 9,292 0.05% 0.06% 169 -1,454 -1.51% Q1 2026 May 01, 2026
Czech National Bank History Added to 94,776 9,258 0.06% 0.07% 170 +2,486 2.69% Q1 2026 Apr 13, 2026
CAPITAL MANAGEMENT CORP /VA History Added to 93,930 9,175 1.57% 1.68% 171 +2,957 3.25% Q1 2026 Apr 23, 2026
Handelsbanken Fonder AB History Reduced 92,152 9,002 0.03% 0.04% 172 -15,908 -14.72% Q1 2026 Apr 28, 2026
PRUDENTIAL PLC History Reduced 91,728 8,960 0.05% 0.11% 173 -32,649 -26.25% Q1 2026 May 13, 2026
US BANCORP \DE\ History Reduced 90,836 8,873 0.01% 0.01% 174 -11,889 -11.57% Q1 2026 May 14, 2026
ODDO BHF ASSET MANAGEMENT SAS History Added to 89,191 8,713 0.34% 0.36% 175 +3,603 4.21% Q1 2026 May 18, 2026
MUFG Securities EMEA plc History Reduced 88,967 8,691 0.13% 0.12% 176 -81 -0.09% Q1 2026 May 11, 2026
GUGGENHEIM CAPITAL LLC History Added to 88,326 8,628 0.07% 0.05% 177 +21,131 31.45% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 87,534 8,551 0.01% 0.01% 178 +26,042 42.35% Q1 2026 May 15, 2026
Groupe la Francaise History Added to 87,165 8,515 0.12% 0.13% 179 +6,325 7.82% Q1 2026 May 21, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 89,224 8,429 0.26% 0.27% 180 +8,724 10.84% Q1 2026 May 11, 2026
SFE Investment Counsel History Added to 85,685 8,370 1.32% 1.39% 181 +5,355 6.67% Q1 2026 May 01, 2026
Cornerstone Wealth Group, LLC History Added to 86,476 8,340 0.54% 0.55% 182 +14,632 20.37% Q1 2026 Apr 22, 2026
Rafferty Asset Management, LLC History Reduced 84,604 8,264 0.03% 0.04% 183 -22,169 -20.76% Q1 2026 May 15, 2026
Swiss Life Asset Management Ltd History Reduced 84,352 8,240 0.04% 0.05% 184 -5,129 -5.73% Q1 2026 May 14, 2026
CIBC Asset Management Inc History Added to 83,846 8,190 0.02% 0.02% 185 +897 1.08% Q1 2026 May 12, 2026
Raiffeisen Bank International AG History Reduced 85,329 8,061 0.12% 0.15% 186 -14,112 -14.19% Q1 2026 Apr 24, 2026
Ensign Peak Advisors, Inc History Added to 82,470 8,056 0.02% 0.01% 187 +21,894 36.14% Q1 2026 May 13, 2026
South Dakota Investment Council History No change 82,325 8,042 0.15% 0.18% 188 0 0.0% Q1 2026 May 18, 2026
Knights of Columbus Asset Advisors LLC History Added to 82,264 8,036 0.45% 0.52% 189 +1,080 1.33% Q1 2026 May 11, 2026
NATIXIS History Added to 81,792 7,990 0.03% 0.02% 190 +30,696 60.08% Q1 2026 May 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 81,684 7,980 0.02% 0.02% 191 +14 0.02% Q1 2026 Apr 30, 2026
MetLife Investment Management, LLC History Reduced 81,348 7,946 0.04% 0.05% 192 -2,557 -3.05% Q1 2026 May 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 81,064 7,919 0.04% 0.05% 193 -348 -0.43% Q1 2026 May 01, 2026
Pathstone Holdings, LLC History Reduced 80,663 7,879 0.03% 0.04% 194 -7,024 -8.01% Q1 2026 May 11, 2026
American Assets Investment Management, LLC History No change 80,459 7,860 0.53% 0.63% 195 0 0.0% Q1 2026 May 11, 2026
BOKF, NA History Reduced 78,852 7,703 0.12% 0.2% 196 -37,350 -32.14% Q1 2026 May 08, 2026
PEAK6 LLC History Added to 78,500 7,668 0.02% 0.0% 197 +57,700 277.4% Q1 2026 May 13, 2026
Graham Capital Management, L.P. History Added to 78,044 7,624 0.18% 0.14% 198 +25,724 49.17% Q1 2026 May 15, 2026
XPONANCE LLC History Added to 77,802 7,600 0.05% 0.05% 199 +20,005 34.61% Q1 2026 May 13, 2026
IFM Investors Pty Ltd History Added to 77,613 7,582 0.06% 0.07% 200 +1,709 2.25% Q1 2026 Apr 23, 2026
SEB Asset Management AB History New 76,483 7,471 0.03% — 201 +76,483 New Q1 2026 May 07, 2026
DnB Asset Management AS History Reduced 76,412 7,464 0.03% 0.05% 202 -51,572 -40.3% Q1 2026 May 14, 2026
HighTower Advisors, LLC History Added to 75,439 7,369 0.01% 0.01% 203 +7,421 10.91% Q1 2026 May 05, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 75,110 7,337 0.0% 0.02% 204 +10,932 17.03% Q1 2026 May 04, 2026
Retirement Systems of Alabama History Reduced 73,902 7,219 0.02% 0.03% 205 -555 -0.75% Q1 2026 Apr 24, 2026
LMG Wealth Partners, LLC History Added to 73,303 7,160 1.3% 1.47% 206 +3,673 5.28% Q1 2026 Apr 17, 2026
ProShare Advisors LLC History Reduced 72,357 7,068 0.01% 0.02% 207 -4,043 -5.29% Q1 2026 Apr 24, 2026
Kestra Advisory Services, LLC History Added to 71,642 6,998 0.03% 0.02% 208 +22,107 44.63% Q1 2026 Apr 30, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 71,609 6,995 0.01% 0.01% 209 +1,274 1.81% Q1 2026 May 12, 2026
Neuberger Berman Group LLC History Reduced 71,358 6,970 0.01% 0.01% 210 -7,171 -9.13% Q1 2026 May 14, 2026
MACKENZIE FINANCIAL CORP History Added to 70,954 6,931 0.01% 0.01% 211 +2,528 3.69% Q1 2026 May 13, 2026
ASR Vermogensbeheer N.V. History Added to 69,131 6,753 0.08% 0.09% 212 +1,269 1.87% Q1 2026 Apr 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 71,780 6,701 0.01% 0.02% 213 -28,712 -28.57% Q1 2026 Apr 08, 2026
Erste Asset Management GmbH History Added to 70,500 6,660 0.06% 0.07% 214 +1,400 2.03% Q1 2026 May 11, 2026
Daiwa Securities Group Inc. History Added to 67,620 6,605 0.02% 0.02% 215 +3,114 4.83% Q1 2026 May 13, 2026
M&T BANK CORP History Reduced 67,114 6,556 0.02% 0.03% 216 -2,246 -3.24% Q1 2026 May 12, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 66,745 6,520 0.05% 0.06% 217 +3,021 4.74% Q1 2026 Apr 24, 2026
Eurizon Capital SGR S.p.A. History Reduced 66,487 6,478 0.02% 0.12% 218 -269,338 -80.2% Q1 2026 May 08, 2026
&PARTNERS History Added to 64,599 6,348 0.03% 0.03% 219 +7,604 13.34% Q1 2026 May 15, 2026
AMALGAMATED BANK History Reduced 63,891 6,242 0.05% 0.05% 220 -2,039 -3.09% Q1 2026 May 08, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 63,240 6,177 0.01% 0.01% 221 +25,140 65.98% Q1 2026 May 15, 2026
Calamos Advisors LLC History Added to 62,278 6,083 0.02% 0.02% 222 +5,146 9.01% Q1 2026 May 04, 2026
Holocene Advisors, LP History Added to 61,016 5,960 0.01% 0.0% 223 +56,359 1210.2% Q1 2026 May 15, 2026
Cerity Partners LLC History Reduced 60,154 5,876 0.01% 0.02% 224 -81,256 -57.46% Q1 2026 May 15, 2026
NewSquare Capital LLC History Reduced 59,820 5,843 0.51% 0.61% 225 -977 -1.61% Q1 2026 May 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 59,770 5,838 0.16% 0.18% 226 -1,463 -2.39% Q1 2026 Apr 13, 2026
Tidal Investments LLC History Added to 59,899 5,831 0.01% 0.01% 227 +4,110 7.37% Q1 2026 May 15, 2026
FIRST HORIZON CORP History Added to 59,610 5,823 0.24% 0.29% 228 +2,552 4.47% Q1 2026 Apr 30, 2026
Steward Partners Investment Advisory, LLC History Added to 59,317 5,794 0.03% 0.03% 229 +10,360 21.16% Q1 2026 May 08, 2026
USS Investment Management Ltd History Added to 59,020 5,765 0.02% 0.03% 230 +1,583 2.76% Q1 2026 Apr 24, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 57,841 5,651 0.09% 0.1% 231 -3,660 -5.95% Q1 2026 May 01, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 56,985 5,566 0.02% 0.02% 232 +2,343 4.29% Q1 2026 Apr 24, 2026
Utah Retirement Systems History Reduced 56,915 5,560 0.06% 0.06% 233 -1,442 -2.47% Q1 2026 May 15, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 56,341 5,503 0.03% 0.03% 235 +25,200 80.92% Q1 2026 Apr 27, 2026
CIBC WORLD MARKETS CORP History No change 48,757 5,503 0.03% 0.03% 234 0 0.0% Q4 2025 Feb 12, 2026
Goelzer Investment Management, Inc. History Reduced 55,851 5,456 0.26% 0.29% 236 -29 -0.05% Q1 2026 Apr 09, 2026
Private Advisor Group, LLC History Added to 55,830 5,454 0.03% 0.03% 237 +1,444 2.66% Q1 2026 Apr 24, 2026
CIBC WORLD MARKET INC. History Added to 55,353 5,407 0.01% 0.01% 238 +1,222 2.26% Q1 2026 May 14, 2026
CI INVESTMENTS INC. History Added to 55,039 5,376 0.03% 0.02% 239 +8,799 19.03% Q1 2026 May 13, 2026
Ethic Inc. History Reduced 54,871 5,360 0.08% 0.1% 240 -2,539 -4.42% Q1 2026 Apr 27, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 54,758 5,349 0.05% 0.07% 241 -11,338 -17.15% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 54,704 5,344 0.05% 0.05% 242 +154 0.28% Q1 2026 Apr 29, 2026
Impax Asset Management Group plc History Reduced 54,459 5,320 0.04% 0.04% 243 -6,439 -10.57% Q1 2026 May 12, 2026
NEOS Investment Management LLC History Added to 53,944 5,269 0.03% 0.03% 244 +1,311 2.49% Q1 2026 May 15, 2026
Ilmarinen Mutual Pension Insurance Co History No change 53,798 5,256 0.04% 0.05% 245 0 0.0% Q1 2026 May 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 55,537 5,247 0.0% 0.01% 246 -86,977 -61.03% Q1 2026 May 14, 2026
NATIXIS ADVISORS, LLC History Reduced 53,275 5,204 0.01% 0.01% 247 -20,347 -27.64% Q1 2026 May 13, 2026
Entropy Technologies, LP History New 52,764 5,154 0.24% — 249 +52,764 New Q1 2026 May 14, 2026
ALERUS FINANCIAL NA History Reduced 52,766 5,154 0.26% 0.35% 248 -11,131 -17.42% Q1 2026 May 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 52,249 5,104 0.0% 0.0% 250 +4,927 10.41% Q1 2026 May 07, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 51,772 5,057 0.04% 0.05% 251 +912 1.79% Q1 2026 May 07, 2026
Hudson Capital Management LLC History Added to 50,790 4,961 1.28% 1.27% 252 +6,098 13.64% Q1 2026 Apr 13, 2026
FOSTER & MOTLEY INC History Added to 50,644 4,947 0.26% 0.29% 253 +3,054 6.42% Q1 2026 Apr 21, 2026
MACQUARIE GROUP LTD History Reduced 50,552 4,938 0.03% 0.12% 254 -186,219 -78.65% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 50,110 4,895 0.01% 0.01% 255 -7,885 -13.6% Q1 2026 May 15, 2026
Rakuten Investment Management, Inc. History Added to 51,747 4,889 0.01% 0.02% 256 +5,620 12.18% Q1 2026 May 12, 2026
Lombard Odier Asset Management (USA) Corp History New 50,000 4,884 0.51% — 257 +50,000 New Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Reduced 48,764 4,763 0.0% 0.0% 258 -2,491 -4.86% Q1 2026 May 18, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 48,239 4,712 0.03% 0.04% 259 -14,117 -22.64% Q1 2026 May 13, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 47,490 4,639 0.34% 0.33% 260 +6,472 15.78% Q1 2026 Apr 13, 2026
Community Bank & Trust, Waco, Texas History Added to 47,451 4,635 0.92% 1.08% 261 +762 1.63% Q1 2026 Apr 17, 2026
Fideuram Asset Management (Ireland) dac History Added to 46,435 4,626 0.59% 0.0% 262 +46,416 244294.74% Q1 2026 May 11, 2026
Iowa State Bank History Added to 46,953 4,586 0.84% 0.96% 263 +1,612 3.56% Q1 2026 Apr 15, 2026
XTX Topco Ltd History Added to 46,636 4,555 0.08% 0.01% 264 +43,755 1518.74% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 48,179 4,498 0.0% 0.0% 265 +9,019 23.03% Q1 2026 May 15, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 45,779 4,472 0.02% 0.03% 266 +410 0.9% Q1 2026 May 15, 2026
Numerai GP LLC History Added to 45,648 4,459 0.45% 0.05% 267 +42,091 1183.33% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 45,621 4,456 0.01% 0.01% 268 +10,163 28.66% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Added to 45,448 4,439 0.02% 0.03% 269 +243 0.54% Q1 2026 May 05, 2026
CULLINAN ASSOCIATES INC History Reduced 45,138 4,409 0.36% 0.36% 270 -2,416 -5.08% Q1 2026 May 01, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History Reduced 44,969 4,392 2.0% 2.56% 271 -1,629 -3.5% Q1 2026 May 06, 2026
Principle Wealth Partners LLC History Added to 43,523 4,251 0.24% 0.27% 272 +844 1.98% Q1 2026 May 07, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 43,323 4,232 0.37% 0.42% 273 -469 -1.07% Q1 2026 Apr 15, 2026
Brick & Kyle, Associates History No change 37,259 4,206 1.49% 1.49% 274 0 0.0% Q4 2025 Feb 13, 2026
Empowered Funds, LLC History New 42,981 4,198 0.03% — 275 +42,981 New Q1 2026 May 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 42,610 4,162 0.0% 0.0% 276 +24,433 134.42% Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 42,471 4,149 0.05% 0.05% 277 -1,365 -3.11% Q1 2026 Apr 24, 2026
Bragg Financial Advisors, Inc History Reduced 42,392 4,141 0.13% 0.22% 278 -16,929 -28.54% Q1 2026 May 15, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Added to 41,933 4,096 0.42% 0.26% 279 +17,933 74.72% Q1 2026 May 14, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 41,584 4,062 0.08% 0.17% 280 -26,316 -38.76% Q1 2026 Apr 27, 2026
Verition Fund Management LLC History Reduced 41,184 4,023 0.03% 0.02% 281 -13,493 -24.68% Q1 2026 May 15, 2026
Advisory Services Network, LLC History Reduced 40,479 3,954 0.05% 0.08% 282 -7,431 -15.51% Q1 2026 May 15, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 40,224 3,929 0.02% 0.01% 283 +7,420 22.62% Q1 2026 May 15, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 39,854 3,893 0.05% 0.06% 284 -200 -0.5% Q1 2026 Apr 29, 2026
Candriam S.C.A. History Reduced 39,506 3,859 0.02% 0.02% 285 -279 -0.7% Q1 2026 Apr 30, 2026
ALLSTATE CORP History Added to 39,499 3,858 0.04% 0.04% 286 +15,008 61.28% Q1 2026 May 11, 2026
Investment Management Corp of Ontario History Reduced 39,341 3,843 0.05% 0.07% 287 -9,424 -19.33% Q1 2026 May 15, 2026
PINEBRIDGE INVESTMENTS LLC History Reduced 39,321 3,841 0.03% 0.03% 288 -304 -0.77% Q1 2026 May 14, 2026
Orion Porfolio Solutions, LLC History Reduced 39,118 3,821 0.03% 0.03% 289 -2,443 -5.88% Q1 2026 May 13, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History New 39,025 3,812 1.4% — 290 +39,025 New Q1 2026 May 08, 2026
Douglas Lane & Associates, LLC History Reduced 38,850 3,795 0.05% 0.08% 291 -11,312 -22.55% Q1 2026 Apr 15, 2026
Federation des caisses Desjardins du Quebec History Added to 38,568 3,769 0.01% 0.01% 292 +13,325 52.79% Q1 2026 May 13, 2026
Lombard Odier Asset Management (Switzerland) SA History Reduced 37,989 3,711 0.14% 0.19% 293 -1,900 -4.76% Q1 2026 May 15, 2026
HB Wealth Management, LLC History Reduced 37,913 3,703 0.02% 0.03% 294 -252 -0.66% Q1 2026 Apr 27, 2026
Vontobel Holding Ltd. History Added to 37,904 3,702 0.01% 0.01% 295 +3,148 9.06% Q1 2026 May 08, 2026
CWM, LLC History Reduced 37,400 3,653 0.01% 0.01% 296 -1,753 -4.48% Q1 2026 May 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 37,016 3,616 0.04% 0.04% 297 -567 -1.51% Q1 2026 May 07, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Reduced 36,905 3,605 0.51% 0.63% 298 -2,127 -5.45% Q1 2026 May 15, 2026
SummitTX Capital, L.P. History Added to 36,822 3,597 0.11% 0.12% 299 +118 0.32% Q1 2026 May 15, 2026
MainStreet Investment Advisors LLC History Reduced 36,617 3,577 0.54% 0.61% 300 -1,011 -2.69% Q1 2026 May 11, 2026
Unison Advisors LLC History Added to 36,551 3,570 0.27% 0.36% 301 +414 1.15% Q1 2026 Apr 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 36,355 3,552 0.01% 0.01% 302 +2,674 7.94% Q1 2026 May 01, 2026
Venture Visionary Partners LLC History Reduced 36,246 3,540 0.12% 0.13% 303 -146 -0.4% Q1 2026 May 14, 2026
Kentucky Retirement Systems History Added to 38,226 3,525 0.26% 0.07% 304 +15,961 71.69% Q1 2026 May 19, 2026
Atria Investments, Inc History Reduced 35,962 3,513 0.04% 0.05% 305 -705 -1.92% Q1 2026 May 05, 2026
Eagle Capital Management, LLC History Added to 35,909 3,508 1.38% 1.46% 306 +323 0.91% Q1 2026 Apr 20, 2026
UniSuper Management Pty Ltd History Added to 35,863 3,503 0.02% 0.02% 307 +1,228 3.55% Q1 2026 May 11, 2026
OP Asset Management Ltd History Reduced 35,648 3,482 0.04% 0.05% 308 -3,320 -8.52% Q1 2026 Apr 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 35,588 3,476 0.08% 0.09% 309 -644 -1.78% Q1 2026 May 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 35,303 3,448 0.11% 0.11% 310 +5,553 18.67% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History Reduced 34,611 3,381 0.04% 0.04% 311 -245 -0.7% Q1 2026 Apr 20, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 34,581 3,378 0.03% 0.04% 312 +885 2.63% Q1 2026 Apr 27, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 34,358 3,356 0.22% 0.24% 313 +1,450 4.41% Q1 2026 May 06, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 29,564 3,337 0.22% 0.22% 314 0 0.0% Q4 2025 Jan 27, 2026
Lido Advisors, LLC History Reduced 33,824 3,304 0.01% 0.02% 315 -19,942 -37.09% Q1 2026 May 13, 2026
CREDIT AGRICOLE S A History Reduced 33,111 3,234 0.01% 0.04% 316 -109,109 -76.72% Q1 2026 May 15, 2026
Kerusso Capital Management LLC History Reduced 33,053 3,228 1.62% 1.85% 317 -2,356 -6.65% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 32,887 3,213 0.01% 0.01% 318 0 0.0% Q1 2026 May 14, 2026
FIRST NATIONAL TRUST CO History Reduced 32,730 3,197 0.11% 0.12% 319 -273 -0.83% Q1 2026 May 07, 2026
First Pacific Financial History Reduced 31,731 3,099 0.4% 0.47% 320 -52 -0.16% Q1 2026 Apr 23, 2026
Providence Capital Advisors, LLC History Added to 31,545 3,081 0.5% 0.59% 321 +731 2.37% Q1 2026 May 14, 2026
BFSG, LLC History Added to 31,406 3,068 0.29% 0.31% 322 +2,867 10.05% Q1 2026 Apr 28, 2026
STEPHENS INC /AR/ History Reduced 30,773 3,033 0.04% 0.05% 323 -4,261 -12.16% Q1 2026 Apr 28, 2026
CreativeOne Wealth, LLC History Added to 30,995 3,027 0.07% 0.05% 324 +11,840 61.81% Q1 2026 May 15, 2026
Sigma Planning Corp History Reduced 30,938 3,022 0.08% 0.1% 325 -99 -0.32% Q1 2026 May 04, 2026
CIBC Private Wealth Group LLC History No change 26,750 3,019 0.01% 0.01% 326 0 0.0% Q4 2025 Feb 12, 2026
Mediolanum International Funds Ltd History Added to 31,821 3,006 0.03% 0.03% 327 +1,539 5.08% Q1 2026 May 06, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 26,327 2,971 0.71% 0.71% 328 0 0.0% Q4 2025 Feb 18, 2026
Kintegral Advisory, LLC History Reduced 30,036 2,934 0.28% 0.3% 329 -1,332 -4.25% Q1 2026 May 14, 2026
Generali Asset Management SPA SGR History Reduced 29,934 2,924 0.06% 0.08% 330 -3,748 -11.13% Q1 2026 May 05, 2026
BENJAMIN EDWARDS INC History Added to 29,535 2,886 0.03% 0.03% 331 +1,873 6.77% Q1 2026 May 12, 2026
Equitable Holdings, Inc. History Reduced 25,493 2,870 0.02% 0.02% 332 -2,646 -9.4% Q1 2026 May 15, 2026
Meiji Yasuda Asset Management Co Ltd. History New 29,287 2,861 0.14% — 333 +29,287 New Q1 2026 May 14, 2026
Xcel Wealth Management, LLC History Added to 29,281 2,860 0.79% 0.46% 334 +13,230 82.42% Q1 2026 Apr 21, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 29,171 2,849 0.03% 0.03% 335 +4,631 18.87% Q1 2026 Apr 13, 2026
Illinois Municipal Retirement Fund History Reduced 29,036 2,836 0.04% 0.1% 336 -44,453 -60.49% Q1 2026 May 05, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 28,412 2,776 0.03% 0.05% 337 -26,033 -47.82% Q1 2026 Apr 16, 2026
Measured Risk Portfolios, Inc. History New 28,165 2,751 3.01% — 338 +28,165 New Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 28,091 2,744 0.24% — 339 +28,091 New Q1 2026 May 15, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Added to 28,046 2,739 0.24% 0.26% 340 +2,905 11.55% Q1 2026 May 01, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 27,879 2,724 0.02% 0.02% 341 0 0.0% Q1 2026 May 04, 2026
Osmosis Investment Management UK Ltd History Reduced 27,845 2,720 0.07% 0.12% 342 -14,114 -33.64% Q1 2026 May 14, 2026
AIA Group Ltd History Added to 27,797 2,715 0.04% 0.04% 343 +1,457 5.53% Q1 2026 May 06, 2026
TUDOR INVESTMENT CORP ET AL History Added to 27,600 2,696 0.01% 0.0% 344 +10,500 61.4% Q1 2026 May 15, 2026
Interval Partners, LP History Reduced 27,569 2,693 0.07% 0.61% 345 -275,533 -90.9% Q1 2026 May 15, 2026
Avanza Fonder AB History Reduced 27,518 2,688 0.07% 0.08% 346 -925 -3.25% Q1 2026 Apr 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 27,386 2,675 0.01% 0.01% 347 -665 -2.37% Q1 2026 May 14, 2026
Vident Advisory, LLC History Added to 27,315 2,668 0.02% 0.01% 348 +18,629 214.47% Q1 2026 May 14, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History Reduced 27,209 2,658 0.06% 0.07% 349 -4,423 -13.98% Q1 2026 May 07, 2026
TD Waterhouse Canada Inc. History Added to 26,906 2,636 0.01% 0.02% 350 +1,297 5.06% Q1 2026 May 12, 2026
Gulf International Bank (UK) Ltd History Added to 26,916 2,629 0.06% 0.06% 351 +9,622 55.64% Q1 2026 May 11, 2026
LBP AM SA History New 26,504 2,589 0.04% — 352 +26,504 New Q1 2026 Apr 27, 2026
ASSOCIATED BANC-CORP History Reduced 25,754 2,515 0.07% 0.11% 353 -10,816 -29.58% Q1 2026 May 01, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 25,743 2,514 0.06% 0.07% 354 +303 1.19% Q1 2026 Apr 29, 2026
BURNEY CO/ History Added to 25,166 2,458 0.08% 0.05% 355 +11,472 83.77% Q1 2026 Apr 29, 2026
Centiva Capital, LP History New 24,890 2,431 0.02% — 356 +24,890 New Q1 2026 May 14, 2026
Orca Investment Management, LLC History Reduced 24,653 2,408 2.05% 2.21% 357 -155 -0.62% Q1 2026 Apr 23, 2026
Baird Financial Group, Inc. History Added to 24,523 2,395 0.0% 0.0% 358 +1,841 8.12% Q1 2026 May 14, 2026
COURIER CAPITAL LLC History Added to 24,494 2,392 0.13% 0.15% 359 +514 2.14% Q1 2026 Apr 23, 2026
BLAIR WILLIAM & CO/IL History Reduced 24,382 2,381 0.01% 0.01% 360 -1,131 -4.43% Q1 2026 May 08, 2026
Dana Investment Advisors, Inc. History Added to 24,020 2,346 0.07% 0.08% 361 +600 2.56% Q1 2026 May 14, 2026
Sequoia Financial Advisors, LLC History Reduced 23,871 2,331 0.01% 0.02% 362 -293 -1.21% Q1 2026 Apr 30, 2026
Americana Partners, LLC History Added to 23,661 2,311 0.06% 0.07% 363 +1,431 6.44% Q1 2026 May 12, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Added to 23,218 2,268 0.07% 0.08% 364 +148 0.64% Q1 2026 Apr 15, 2026
IEQ CAPITAL, LLC History Reduced 22,924 2,239 0.01% 0.01% 365 -5,210 -18.52% Q1 2026 May 14, 2026
WHALEROCK POINT PARTNERS, LLC History Added to 22,857 2,232 0.43% 0.42% 366 +3,500 18.08% Q1 2026 May 15, 2026
WESBANCO BANK INC History Added to 22,470 2,195 0.06% 0.07% 367 +509 2.32% Q1 2026 Apr 21, 2026
Jefferies Financial Group Inc. History Reduced 22,263 2,174 0.01% 0.04% 368 -51,822 -69.95% Q1 2026 May 07, 2026
Mutual Advisors, LLC History Added to 22,235 2,172 0.05% 0.04% 369 +3,663 19.72% Q1 2026 May 01, 2026
Siemens Fonds Invest GmbH History No change 22,238 2,172 0.12% 0.13% 370 0 0.0% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Added to 22,165 2,165 0.13% 0.05% 371 +17,224 348.59% Q1 2026 May 08, 2026
Disciplined Equity Management, Inc. History Added to 21,770 2,126 1.07% 1.13% 372 +2,460 12.74% Q1 2026 Apr 28, 2026
Qube Research & Technologies Ltd History Reduced 21,500 2,100 0.0% 0.01% 373 -23,500 -52.22% Q1 2026 May 15, 2026
CHOREO, LLC History Reduced 21,361 2,086 0.03% 0.03% 374 -51 -0.24% Q1 2026 May 12, 2026
Arvest Bank Trust Division History Added to 21,323 2,083 0.11% 0.13% 375 +261 1.24% Q1 2026 May 13, 2026
Allianz Asset Management GmbH History Reduced 21,228 2,073 0.0% 0.0% 376 -10,765 -33.65% Q1 2026 May 11, 2026
MIZUHO SECURITIES USA LLC History Reduced 21,038 2,055 0.05% 0.05% 377 -4,447 -17.45% Q1 2026 May 11, 2026
AlphaQuest LLC History No change 18,118 2,045 0.11% 0.11% 378 0 0.0% Q4 2025 Feb 09, 2026
BAILARD, INC. History Added to 20,829 2,034 0.05% 0.05% 379 +183 0.89% Q1 2026 May 11, 2026
MAI Capital Management History Added to 20,683 2,020 0.01% 0.01% 380 +7,453 56.33% Q1 2026 May 15, 2026
CAXTON ASSOCIATES LLP History No change 20,638 2,016 0.05% 0.05% 381 0 0.0% Q1 2026 May 14, 2026
Metis Global Partners, LLC History Reduced 20,607 2,013 0.05% 0.06% 382 -2,912 -12.38% Q1 2026 May 07, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 20,500 2,002 0.07% 0.02% 383 +14,942 268.84% Q1 2026 Apr 27, 2026
Farther Finance Advisors, LLC History Added to 20,423 2,001 0.02% 0.02% 384 +3,586 21.3% Q1 2026 Apr 07, 2026
Benin Management CORP History Added to 20,418 1,994 0.45% 0.51% 385 +100 0.49% Q1 2026 Apr 10, 2026
XML Financial, LLC History Reduced 20,275 1,980 0.16% 0.2% 386 -1,031 -4.84% Q1 2026 Apr 16, 2026
NBT BANK N A /NY History Reduced 20,225 1,975 0.13% 0.17% 387 -2,546 -11.18% Q1 2026 Apr 28, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History New 20,148 1,968 0.01% — 388 +20,148 New Q1 2026 May 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 20,106 1,964 0.0% 0.03% 389 -95,227 -82.57% Q1 2026 May 11, 2026
Heritage Trust Co History No change 20,102 1,963 0.2% 0.23% 390 0 0.0% Q1 2026 May 13, 2026
Plato Investment Management Ltd History No change 20,007 1,955 0.13% 0.15% 391 0 0.0% Q1 2026 May 04, 2026
Crossmark Global Holdings, Inc. History Reduced 19,972 1,951 0.03% 0.03% 392 -649 -3.15% Q1 2026 May 11, 2026
Norinchukin Bank, The History Reduced 19,532 1,908 0.02% 0.03% 393 -224 -1.13% Q1 2026 May 15, 2026
Abundance Wealth Counselors History Reduced 19,415 1,896 0.27% 0.37% 394 -243 -1.24% Q1 2026 Apr 22, 2026
Northwest & Ethical Investments L.P. History Reduced 19,394 1,894 0.04% 0.09% 395 -17,494 -47.42% Q1 2026 May 13, 2026
Walleye Capital LLC History Reduced 19,261 1,881 0.01% 0.03% 396 -69,942 -78.41% Q1 2026 May 13, 2026
BNP PARIBAS History Reduced 19,052 1,867 0.06% 0.09% 397 -7,632 -28.6% Q1 2026 May 12, 2026
All Terrain Financial Advisors, LLC History Added to 19,063 1,862 0.44% 0.49% 398 +466 2.51% Q1 2026 May 12, 2026
B. Metzler seel. Sohn & Co. AG History Added to 18,789 1,835 0.02% 0.02% 399 +63 0.34% Q1 2026 May 08, 2026
Allspring Global Investments Holdings, LLC History Added to 18,657 1,827 0.0% 0.0% 400 +636 3.53% Q1 2026 May 05, 2026
Curi Capital, LLC History Reduced 18,461 1,803 0.03% 0.04% 401 -1,846 -9.09% Q1 2026 May 15, 2026
Long Run Wealth Advisors, LLC History No change 15,940 1,799 0.34% 0.34% 402 0 0.0% Q4 2025 Feb 02, 2026
PARK AVENUE SECURITIES LLC History Reduced 18,237 1,782 0.01% 0.02% 403 -946 -4.93% Q1 2026 Apr 07, 2026
SageView Advisory Group, LLC History No change 15,711 1,773 0.06% 0.06% 404 0 0.0% Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Added to 17,964 1,754 0.16% 0.11% 405 +1,311 7.87% Q1 2026 May 14, 2026
CHICAGO TRUST Co NA History Reduced 17,756 1,734 0.28% 0.32% 406 -603 -3.28% Q1 2026 Apr 24, 2026
Louisiana State Employees Retirement System History Reduced 17,700 1,729 0.03% 0.03% 407 -200 -1.12% Q1 2026 Apr 20, 2026
Maryland State Retirement & Pension System History No change 17,683 1,727 0.04% 0.04% 408 0 0.0% Q1 2026 May 04, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 17,562 1,715 0.13% 0.14% 409 +1,064 6.45% Q1 2026 Apr 20, 2026
Donoghue Forlines LLC History New 17,541 1,713 0.47% — 410 +17,541 New Q1 2026 May 13, 2026
OFI INVEST ASSET MANAGEMENT History Added to 18,368 1,705 0.02% 0.02% 411 +8,581 87.68% Q1 2026 May 05, 2026
COMMERCE BANK History Added to 17,445 1,704 0.01% 0.01% 412 +715 4.27% Q1 2026 May 11, 2026
Key Client Fiduciary Advisors, LLC History Reduced 17,425 1,702 0.58% 0.69% 413 -601 -3.33% Q1 2026 Apr 09, 2026
Commonwealth Retirement Investments LLC History Added to 17,399 1,699 0.53% 0.6% 414 +983 5.99% Q1 2026 May 11, 2026
Allworth Financial LP History Reduced 17,319 1,691 0.01% 0.01% 415 -22 -0.13% Q1 2026 May 14, 2026
Merit Financial Group, LLC History Added to 17,239 1,683 0.01% 0.01% 416 +1,474 9.35% Q1 2026 Apr 15, 2026
Cresset Asset Management, LLC History Added to 17,164 1,676 0.01% 0.01% 417 +1,851 12.09% Q1 2026 May 15, 2026
Leo Wealth, LLC History New 17,118 1,672 0.12% — 418 +17,118 New Q1 2026 May 05, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 17,097 1,670 0.18% 0.18% 419 +1,989 13.17% Q1 2026 May 07, 2026
Howard Capital Management Inc. History Added to 17,052 1,665 0.03% 0.02% 420 +5,984 54.07% Q1 2026 May 05, 2026
DRW Securities, LLC History Added to 17,000 1,660 0.02% 0.02% 421 +9,662 131.67% Q1 2026 May 13, 2026
Dai-ichi Life Insurance Company, Ltd History No change 16,961 1,656 0.05% 0.05% 422 0 0.0% Q1 2026 May 14, 2026
GLENMEDE TRUST CO NA History No change 14,656 1,654 0.01% 0.01% 423 0 0.0% Q4 2025 Feb 17, 2026
AR ASSET MANAGEMENT INC History No change 73,000 1,644 0.32% 0.36% 424 0 0.0% Q1 2026 May 13, 2026
VAN ECK ASSOCIATES CORP History Added to 16,795 1,641 0.0% 0.0% 425 +536 3.3% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 16,787 1,639 0.02% 0.02% 426 +1,399 9.09% Q1 2026 Apr 20, 2026
Clearstead Advisors, LLC History Added to 16,752 1,636 0.01% 0.02% 427 +954 6.04% Q1 2026 May 06, 2026
OMERS ADMINISTRATION Corp History Added to 16,694 1,630 0.01% 0.01% 428 +3,833 29.8% Q1 2026 May 15, 2026
Integrated Wealth Concepts LLC History Added to 16,677 1,629 0.01% 0.01% 429 +7,604 83.81% Q1 2026 May 15, 2026
MASTERINVEST Kapitalanlage GmbH History Added to 16,529 1,614 0.17% 0.16% 430 +1,538 10.26% Q1 2026 May 05, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 16,422 1,604 0.02% 0.03% 431 -184 -1.11% Q1 2026 May 12, 2026
Arkadios Wealth Advisors History Added to 16,399 1,602 0.03% 0.03% 432 +459 2.88% Q1 2026 May 18, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 16,331 1,595 0.05% 0.05% 433 0 0.0% Q1 2026 May 04, 2026
Weaver C. Barksdale & Associates, Inc. History Added to 16,210 1,583 1.51% 1.81% 434 +919 6.01% Q1 2026 May 14, 2026
Savant Capital, LLC History Reduced 16,162 1,578 0.01% 0.01% 435 -298 -1.81% Q1 2026 May 04, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 16,101 1,572 0.02% 0.02% 436 +2,291 16.59% Q1 2026 May 12, 2026
SCOTIA CAPITAL INC. History Added to 15,910 1,554 0.01% 0.0% 437 +5,097 47.14% Q1 2026 May 13, 2026
ING GROEP NV History Reduced 15,805 1,543 0.01% 0.01% 438 -350 -2.17% Q1 2026 May 11, 2026
Econ Financial Services Corp History New 15,680 1,531 0.71% — 439 +15,680 New Q1 2026 Apr 21, 2026
Summit Trail Advisors, LLC History Added to 15,606 1,524 0.02% 0.03% 440 +1,971 14.46% Q1 2026 May 12, 2026
Gifford Fong Associates History No change 13,500 1,524 0.3% 0.3% 441 0 0.0% Q4 2025 Feb 10, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 15,537 1,517 0.08% 0.08% 442 +2,973 23.66% Q1 2026 Apr 30, 2026
Concurrent Investment Advisors, LLC History Reduced 15,288 1,493 0.02% 0.02% 443 -1,703 -10.02% Q1 2026 Apr 20, 2026
HARBOUR INVESTMENTS, INC. History Added to 15,220 1,486 0.02% 0.03% 444 +3,973 35.32% Q1 2026 May 15, 2026
Great Lakes Retirement, Inc. History Added to 15,147 1,479 0.15% 0.16% 445 +1,273 9.18% Q1 2026 May 06, 2026
Stonebridge Capital Advisors LLC History Reduced 15,138 1,478 0.1% 0.12% 446 -303 -1.96% Q1 2026 May 14, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Added to 15,088 1,473 0.07% 0.07% 447 +200 1.34% Q1 2026 May 12, 2026
AMF Tjanstepension AB History No change 14,827 1,448 0.01% 0.01% 448 0 0.0% Q1 2026 May 04, 2026
Mork Capital Management, LLC History No change 14,600 1,426 1.01% 1.01% 449 0 0.0% Q1 2026 May 15, 2026
SECURITY NATIONAL BANK OF SO DAK History Added to 14,586 1,424 0.69% 0.79% 450 +353 2.48% Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History Reduced 14,539 1,420 0.02% 0.02% 451 -252 -1.7% Q1 2026 Apr 21, 2026
Independent Advisor Alliance History Reduced 14,454 1,412 0.02% 0.05% 452 -2,390 -14.19% Q1 2026 May 12, 2026
Arete Wealth Advisors, LLC History Reduced 14,461 1,411 0.11% 0.11% 453 -1,527 -9.55% Q1 2026 May 20, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Reduced 14,420 1,408 0.51% 0.56% 454 -242 -1.65% Q1 2026 Apr 10, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 14,383 1,405 0.05% 0.05% 455 +1,112 8.38% Q1 2026 Apr 30, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 14,365 1,403 0.0% 0.04% 456 -204,535 -93.44% Q1 2026 May 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 14,220 1,389 0.03% 0.03% 457 0 0.0% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 14,138 1,381 0.01% 0.01% 458 +8,588 154.74% Q1 2026 May 08, 2026
Banque Cantonale Vaudoise History Reduced 14,055 1,372 0.05% 0.16% 460 -26,547 -65.38% Q1 2026 Apr 20, 2026
ARVEST INVESTMENTS, INC. History Reduced 14,045 1,372 0.19% 0.23% 459 -292 -2.04% Q1 2026 Apr 14, 2026
Campbell & CO Investment Adviser LLC History New 14,010 1,368 0.08% — 461 +14,010 New Q1 2026 May 15, 2026
Vise Technologies, Inc. History No change 12,035 1,358 0.03% 0.03% 462 0 0.0% Q1 2026 Apr 21, 2026
Board of the Pension Protection Fund History Reduced 13,900 1,357 1.25% 1.5% 463 -100 -0.71% Q1 2026 Apr 27, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 13,740 1,342 0.08% 0.09% 464 0 0.0% Q1 2026 Apr 28, 2026
Woodline Partners LP History Added to 13,653 1,333 0.01% 0.0% 465 +7,214 112.04% Q1 2026 May 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 13,640 1,332 0.04% 0.03% 467 -1,140 -7.71% Q1 2026 Apr 29, 2026
Koshinski Asset Management, Inc. History Added to 13,639 1,332 0.08% 0.09% 466 +1,038 8.24% Q1 2026 Apr 27, 2026
VCI Wealth Management LLC History Reduced 13,619 1,330 0.37% 0.61% 469 -5,673 -29.41% Q1 2026 Apr 21, 2026
Lantern Wealth Advisors, LLC History Reduced 13,622 1,330 0.68% 0.86% 468 -698 -4.87% Q1 2026 May 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 13,526 1,321 0.01% 0.01% 470 -3,634 -21.18% Q1 2026 May 15, 2026
STONERIDGE INVESTMENT PARTNERS LLC History New 13,463 1,315 0.95% — 471 +13,463 New Q1 2026 May 06, 2026
Caldwell Trust Co History Reduced 13,451 1,314 0.12% 0.14% 473 -672 -4.76% Q1 2026 Apr 22, 2026
DAVENPORT & Co LLC History Reduced 13,453 1,314 0.01% 0.01% 472 -541 -3.87% Q1 2026 Apr 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 142,256 1,309 0.09% 0.1% 474 +930 0.66% Q1 2026 May 01, 2026
iA Global Asset Management Inc. History Added to 13,373 1,306 0.02% 0.02% 476 +2,237 20.09% Q1 2026 Apr 23, 2026
M Holdings Securities, Inc. History Added to 12,946 1,306 0.09% 0.09% 475 +1,914 17.35% Q1 2026 May 12, 2026
NORTHEAST INVESTMENT MANAGEMENT History Reduced 13,272 1,296 0.05% 0.1% 477 -9,950 -42.85% Q1 2026 Apr 21, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 13,166 1,286 0.01% 0.01% 478 -500 -3.66% Q1 2026 May 08, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History Added to 13,110 1,280 0.27% 0.23% 479 +4,092 45.38% Q1 2026 May 12, 2026
Radnor Capital Management, LLC History Added to 12,960 1,266 0.19% 0.22% 480 +52 0.4% Q1 2026 Apr 15, 2026
Solstein Capital, LLC History Added to 89,113 1,265 0.52% 0.55% 481 +543 0.61% Q1 2026 May 14, 2026
Saudi Central Bank History New 12,919 1,262 0.03% — 482 +12,919 New Q1 2026 May 15, 2026
Savvy Advisors, Inc. History Added to 12,868 1,257 0.03% 0.04% 483 +1,029 8.69% Q1 2026 May 11, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History Added to 12,866 1,256 0.74% 0.89% 484 +583 4.75% Q1 2026 May 15, 2026
NEW ENGLAND ASSET MANAGEMENT INC History New 12,825 1,252 0.16% — 485 +12,825 New Q1 2026 May 15, 2026
Regal Investment Advisors LLC History Reduced 12,734 1,243 0.07% 0.09% 486 -250 -1.93% Q1 2026 May 14, 2026
Jacobi Capital Management LLC History Added to 12,710 1,241 0.07% 0.08% 487 +479 3.92% Q1 2026 May 13, 2026
REGIONS FINANCIAL CORP History Reduced 12,590 1,229 0.01% 0.01% 488 -1,091 -7.97% Q1 2026 May 05, 2026
Sterling Capital Management LLC History Reduced 12,574 1,228 0.02% 0.04% 489 -8,982 -41.67% Q1 2026 Apr 22, 2026
CM Management, LLC History New 12,500 1,221 1.02% — 490 +12,500 New Q1 2026 May 08, 2026
Empirical Finance, LLC History Reduced 12,448 1,216 0.06% 0.07% 491 -31 -0.25% Q1 2026 May 14, 2026
RAELIPSKIE PARTNERSHIP History Added to 12,429 1,214 0.51% 0.53% 492 +1,163 10.32% Q1 2026 Apr 29, 2026
E. Ohman J:or Asset Management AB History No change 12,373 1,208 0.03% 0.03% 493 0 0.0% Q1 2026 Apr 16, 2026
World Investment Advisors History Added to 12,352 1,206 0.02% 0.02% 494 +188 1.55% Q1 2026 Apr 27, 2026
McKinney Capital Management, LLC History New 12,298 1,201 1.03% — 495 +12,298 New Q1 2026 May 14, 2026
Roxbury Financial LLC History Reduced 12,222 1,193 1.07% 1.29% 496 -543 -4.25% Q1 2026 Apr 17, 2026
PRINCIPAL SECURITIES, INC. History Reduced 12,035 1,175 0.02% 0.02% 497 -1,014 -7.77% Q1 2026 May 13, 2026
Total Clarity Wealth Management, Inc. History Added to 11,934 1,165 0.27% 0.31% 498 +504 4.41% Q1 2026 Apr 17, 2026
Global Retirement Partners, LLC History No change 10,304 1,163 0.02% 0.02% 499 0 0.0% Q4 2025 Feb 06, 2026
Varma Mutual Pension Insurance Co History No change 11,800 1,152 0.01% 0.01% 500 0 0.0% Q1 2026 May 05, 2026
INTEGRITY ALLIANCE, LLC. History Added to 11,783 1,151 0.04% 0.05% 501 +64 0.55% Q1 2026 May 11, 2026
PARK CIRCLE Co History No change 11,740 1,146 1.06% 1.15% 502 0 0.0% Q1 2026 May 14, 2026
Ridgewood Investments LLC History New 11,621 1,135 0.46% — 503 +11,621 New Q1 2026 Apr 03, 2026
HUB Investment Partners, LLC History Reduced 11,605 1,133 0.03% 0.07% 504 -11,840 -50.5% Q1 2026 May 15, 2026
EQUITABLE TRUST CO History Reduced 11,570 1,130 0.05% 0.06% 505 -107 -0.92% Q1 2026 Apr 30, 2026
IVC Wealth Advisors LLC History Reduced 11,482 1,121 0.49% 0.58% 506 -308 -2.61% Q1 2026 Apr 16, 2026
AXQ CAPITAL, LP History Added to 11,462 1,119 0.14% 0.2% 507 +3,599 45.77% Q1 2026 May 13, 2026
PATTEN & PATTEN INC/TN History Reduced 11,428 1,116 0.07% 0.08% 508 -982 -7.91% Q1 2026 May 01, 2026
Modera Wealth Management, LLC History Reduced 11,361 1,109 0.01% 0.02% 509 -978 -7.93% Q1 2026 May 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 11,252 1,098 0.01% 0.02% 510 +49 0.44% Q1 2026 May 06, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 11,136 1,087 0.02% 0.01% 512 -47 -0.42% Q1 2026 May 08, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History No change 11,129 1,087 0.04% 0.04% 511 0 0.0% Q1 2026 May 13, 2026
SIGNATUREFD, LLC History Added to 11,091 1,083 0.02% 0.01% 513 +3,504 46.18% Q1 2026 Apr 07, 2026
Brooklyn Investment Group History Added to 11,055 1,079 0.03% 0.04% 514 +4,078 58.45% Q1 2026 Apr 29, 2026
Horizon Investments, LLC History Added to 11,036 1,078 0.01% 0.01% 515 +2,666 31.85% Q1 2026 May 14, 2026
Pathway Financial Advisers, LLC History Reduced 10,924 1,067 0.3% 0.37% 516 -283 -2.53% Q1 2026 Apr 23, 2026
Advisors Asset Management, Inc. History Reduced 10,896 1,064 0.02% 0.02% 517 -516 -4.52% Q1 2026 May 15, 2026
Signal Advisors Wealth, LLC History Added to 10,820 1,056 0.07% 0.09% 518 +1,242 12.97% Q1 2026 Apr 17, 2026
Prospera Financial Services Inc History Added to 10,684 1,045 0.02% 0.02% 519 +1,225 12.95% Q1 2026 Apr 14, 2026
Accel Wealth Management History Reduced 10,701 1,045 0.27% 0.35% 520 -629 -5.55% Q1 2026 Apr 08, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 10,682 1,043 0.01% 0.01% 521 -86 -0.8% Q1 2026 May 14, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 10,552 1,030 0.06% 0.07% 522 +5,501 108.91% Q1 2026 Apr 22, 2026
Belpointe Asset Management LLC History Added to 10,531 1,028 0.04% 0.04% 523 +521 5.2% Q1 2026 Apr 28, 2026
Sunbelt Securities, Inc. History Added to 10,331 1,009 0.06% 0.07% 524 +927 9.86% Q1 2026 May 15, 2026
Prosperity Consulting Group, LLC History Added to 10,338 1,009 0.04% 0.05% 525 +66 0.64% Q1 2026 May 05, 2026
McGlone Suttner Wealth Management, Inc. History Added to 10,203 996 0.13% 0.14% 526 +698 7.34% Q1 2026 Apr 21, 2026
Accurate Wealth Management, LLC History Added to 10,246 992 0.12% 0.14% 527 +931 9.99% Q1 2026 Apr 22, 2026
North Dakota State Investment Board History Reduced 10,122 988 0.04% 0.05% 528 -2,042 -16.79% Q1 2026 May 08, 2026
Trust Investment Advisors History Reduced 10,065 983 0.58% 0.66% 529 -893 -8.15% Q1 2026 Apr 24, 2026
Dakota Wealth Management History Reduced 10,014 978 0.02% 0.03% 530 -2,929 -22.63% Q1 2026 May 07, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 10,017 978 0.39% 0.46% 531 -5 -0.05% Q1 2026 Apr 22, 2026
Confluence Wealth Services, Inc. History Added to 9,953 972 0.04% 0.03% 532 +2,474 33.08% Q1 2026 May 07, 2026
Elevated Capital Advisors, LLC History Added to 9,910 968 0.24% 0.25% 533 +248 2.57% Q1 2026 Apr 30, 2026
Beacon Pointe Advisors, LLC History Added to 9,837 960 0.01% 0.01% 534 +1,470 17.57% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 8,500 959 0.0% 0.0% 535 0 0.0% Q4 2025 Feb 17, 2026
Rothschild Wealth LLC History Added to 9,744 951 0.09% 0.11% 536 +14 0.14% Q1 2026 May 06, 2026
Callan Family Office, LLC History Reduced 9,725 949 0.02% 0.03% 537 -1,363 -12.29% Q1 2026 May 13, 2026
Total Wealth Planning & Management, Inc. History No change 9,696 947 0.7% 0.81% 538 0 0.0% Q1 2026 May 05, 2026
IHT Wealth Management, LLC History Added to 9,662 943 0.02% 0.02% 539 +1,439 17.5% Q1 2026 May 15, 2026
MUFG SECURITIES AMERICAS INC. History Added to 9,629 940 0.06% 0.07% 540 +200 2.12% Q1 2026 May 11, 2026
Mattson Financial Services, LLC History Added to 9,554 933 0.22% 0.23% 541 +660 7.42% Q1 2026 May 11, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 9,417 919 0.04% 0.04% 542 -100 -1.05% Q1 2026 May 01, 2026
OneDigital Investment Advisors LLC History Reduced 9,406 918 0.01% 0.01% 544 -1,257 -11.79% Q1 2026 May 08, 2026
Gilbert & Cook, Inc. History Added to 9,403 918 0.12% 0.13% 543 +158 1.71% Q1 2026 May 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 9,369 915 0.01% 0.01% 545 +492 5.54% Q1 2026 May 08, 2026
Wilmington Savings Fund Society, FSB History Reduced 9,359 914 0.02% 0.04% 546 -4,256 -31.26% Q1 2026 Apr 30, 2026
Ascent Group, LLC History Added to 9,356 914 0.03% 0.03% 547 +617 7.06% Q1 2026 May 15, 2026
Summit Financial, LLC History Added to 9,334 911 0.01% 0.01% 549 +2,264 32.02% Q1 2026 May 15, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 9,333 911 0.06% 0.07% 548 0 0.0% Q1 2026 May 19, 2026
PATRON PARTNERS, LLC History Added to 9,314 909 0.4% 0.38% 550 +1,847 24.74% Q1 2026 Apr 29, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 9,286 907 0.02% 0.02% 551 -823 -8.14% Q1 2026 May 15, 2026
Hilltop National Bank History Reduced 9,280 906 0.22% 0.3% 552 -1,837 -16.52% Q1 2026 Apr 02, 2026
Parrish Capital LLC History Added to 9,247 903 0.8% 0.89% 554 +581 6.7% Q1 2026 Apr 28, 2026
Sompo Asset Management Co., Ltd. History Reduced 9,250 903 0.17% 0.18% 553 -180 -1.91% Q1 2026 Apr 30, 2026
V-Square Quantitative Management LLC History Added to 9,203 899 0.1% 0.11% 555 +208 2.31% Q1 2026 Apr 27, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 7,957 898 0.08% 0.08% 556 0 0.0% Q4 2025 Jan 30, 2026
BankPlus Trust Department History Added to 9,155 894 0.24% 0.26% 557 +264 2.97% Q1 2026 May 11, 2026
NOMURA HOLDINGS INC History Reduced 9,103 889 0.0% 0.0% 558 -5 -0.05% Q1 2026 May 15, 2026
Everstar Asset Management, LLC History Added to 8,924 871 0.46% 0.51% 559 +437 5.15% Q1 2026 Apr 16, 2026
INTRUST BANK NA History Reduced 8,913 870 0.07% 0.08% 560 -162 -1.79% Q1 2026 May 06, 2026
Ignite Planners, LLC History Added to 8,874 866 0.13% 0.15% 561 +117 1.34% Q1 2026 Apr 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 8,862 865 0.0% 0.0% 562 -1,194 -11.87% Q1 2026 Apr 29, 2026
EP Wealth Advisors, LLC History Reduced 8,826 862 0.0% 0.01% 563 -1,395 -13.65% Q1 2026 May 14, 2026
VICUS CAPITAL History Added to 8,823 861 0.06% 0.07% 564 +318 3.74% Q1 2026 Apr 22, 2026
CIM INVESTMENT MANAGEMENT INC History Reduced 8,804 860 0.23% 0.26% 565 -46 -0.52% Q1 2026 May 19, 2026
EVOLVE PRIVATE WEALTH, LLC History Reduced 8,773 857 0.05% 0.07% 566 -1,043 -10.63% Q1 2026 Apr 16, 2026
Centennial Wealth Advisory LLC History Added to 8,692 849 0.21% 0.22% 567 +1,434 19.76% Q1 2026 Apr 20, 2026
Perpetual Ltd History Added to 8,683 848 0.01% 0.01% 568 +4,535 109.33% Q1 2026 Apr 14, 2026
Piscataqua Savings Bank History No change 8,678 847 0.6% 0.69% 569 0 0.0% Q1 2026 Apr 10, 2026
Carson Advisory Inc. History Added to 8,646 844 0.44% 0.51% 570 +1 0.01% Q1 2026 May 07, 2026
Leonteq Securities AG History Added to 8,634 843 0.03% 0.01% 571 +5,616 186.08% Q1 2026 Apr 27, 2026
Bangor Savings Bank History Reduced 8,603 840 0.07% 0.09% 572 -932 -9.77% Q1 2026 Apr 01, 2026
Zullo Investment Group, Inc. History Reduced 8,542 834 0.32% 0.36% 573 -200 -2.29% Q1 2026 Apr 15, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 8,487 829 0.02% 0.02% 574 -781 -8.43% Q1 2026 May 15, 2026
COWA, LLC History Added to 8,486 829 0.22% 0.29% 575 +100 1.19% Q1 2026 May 14, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Added to 8,129 826 0.38% 0.41% 576 +206 2.6% Q1 2026 Apr 23, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 8,451 825 0.02% 0.03% 577 -1,633 -16.19% Q1 2026 Apr 07, 2026
WBI INVESTMENTS, LLC History Added to 8,438 824 0.23% 0.15% 578 +3,248 62.58% Q1 2026 May 11, 2026
Institute for Wealth Management, LLC. History Reduced 8,441 824 0.09% 0.1% 579 -108 -1.26% Q1 2026 May 13, 2026
Capula Management Ltd History New 8,427 823 0.01% — 580 +8,427 New Q1 2026 May 14, 2026
STRS OHIO History Reduced 8,376 818 0.0% 0.01% 581 -11,013 -56.8% Q1 2026 Apr 24, 2026
SBI Securities Co., Ltd. History Added to 8,265 807 0.02% 0.02% 582 +34 0.41% Q1 2026 Apr 27, 2026
Stratos Wealth Partners, LTD. History Reduced 8,208 801 0.01% 0.01% 583 -164 -1.96% Q1 2026 Apr 28, 2026
KICKSTAND VENTURES, LLC. History Reduced 8,196 800 0.17% 0.2% 584 -164 -1.96% Q1 2026 May 05, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 8,357 798 0.27% 0.33% 585 -334 -3.84% Q1 2026 Apr 28, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 8,072 788 0.0% 0.0% 586 +5,141 175.4% Q1 2026 Apr 23, 2026
Passumpsic Savings Bank History No change 6,976 787 0.43% 0.43% 587 0 0.0% Q4 2025 Feb 05, 2026
SteelPeak Wealth, LLC History New 8,051 786 0.02% — 588 +8,051 New Q1 2026 May 05, 2026
J. Safra Sarasin Holding AG History Reduced 7,996 780 0.01% 0.02% 589 -1,197 -13.02% Q1 2026 May 04, 2026
Redwood Investment Management, LLC History New 7,942 776 0.1% — 590 +7,942 New Q1 2026 May 14, 2026
Wellington Shields & Co., LLC History Reduced 7,927 774 0.2% 0.25% 591 -1,210 -13.24% Q1 2026 May 04, 2026
WMG Financial Advisors, LLC History Added to 7,905 772 0.32% 0.36% 593 +131 1.69% Q1 2026 Apr 23, 2026
DENALI ADVISORS LLC History No change 7,912 772 0.09% 0.1% 592 0 0.0% Q1 2026 May 08, 2026
Focus Partners Advisor Solutions, LLC History Added to 7,882 770 0.01% 0.01% 594 +1,767 28.9% Q1 2026 May 13, 2026
MGO ONE SEVEN LLC History Added to 7,869 768 0.02% 0.02% 595 +217 2.84% Q1 2026 May 14, 2026
Apollon Wealth Management, LLC History Reduced 7,782 760 0.01% 0.02% 596 -871 -10.07% Q1 2026 Apr 22, 2026
Westhampton Capital, LLC History Added to 7,756 757 0.35% 0.16% 598 +4,695 153.38% Q1 2026 Apr 16, 2026
EDMP, INC. History Reduced 7,756 757 0.61% 0.72% 597 -47 -0.6% Q1 2026 Apr 28, 2026
OpenArc Corporate Advisory, LLC History Added to 7,739 756 0.01% 0.01% 600 +3,850 99.0% Q1 2026 May 11, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 7,744 756 0.02% 0.03% 599 -1,950 -20.12% Q1 2026 Apr 15, 2026
Legacy Capital Group California, Inc. History Reduced 7,702 752 0.29% 0.23% 601 -754 -8.92% Q1 2026 May 04, 2026
Focus Financial Network, Inc. History Reduced 7,655 747 0.03% 0.03% 602 -329 -4.12% Q1 2026 Apr 14, 2026
Bramshill Investments, LLC History New 7,634 745 0.06% — 603 +7,634 New Q1 2026 May 15, 2026
Applied Finance Capital Management, LLC History Reduced 7,615 743 0.06% 0.06% 604 -87 -1.13% Q1 2026 May 04, 2026
Seelaus Asset Management LLC History Added to 7,586 741 0.53% 0.64% 605 +392 5.45% Q1 2026 Apr 29, 2026
DIVERSIFIED MANAGEMENT INC History Added to 7,583 740 0.13% 0.06% 606 +5,485 261.44% Q1 2026 Apr 09, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 7,571 740 0.01% 0.01% 607 -703 -8.5% Q1 2026 May 15, 2026
HBK Sorce Advisory LLC History Reduced 7,298 735 0.01% 0.02% 608 -318 -4.18% Q1 2026 May 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 7,507 733 0.01% 0.01% 609 +168 2.29% Q1 2026 May 11, 2026
Ipsen Advisor Group LLC History No change 6,438 726 0.52% 0.52% 610 0 0.0% Q4 2025 Feb 11, 2026
Fifth Third Wealth Advisors LLC History Reduced 7,382 721 0.02% 0.03% 611 -123 -1.64% Q1 2026 Apr 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 7,373 719 0.01% 0.02% 613 +200 2.79% Q1 2026 May 11, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 7,367 719 0.01% 0.01% 612 +61 0.83% Q1 2026 May 01, 2026
CANANDAIGUA NATIONAL CORP History New 7,341 717 0.06% — 615 +7,341 New Q1 2026 Apr 08, 2026
Canada Post Corp Registered Pension Plan History Reduced 7,345 717 0.03% 0.04% 614 -1,480 -16.77% Q1 2026 May 12, 2026
GAMMA Investing LLC History Reduced 7,333 716 0.03% 0.05% 616 -1,786 -19.59% Q1 2026 Apr 06, 2026
Moors & Cabot, Inc. History Reduced 7,292 712 0.03% 0.04% 617 -1,559 -17.61% Q1 2026 May 08, 2026
FRG Family Wealth Advisors LLC History No change 7,160 699 0.11% 0.13% 618 0 0.0% Q1 2026 Apr 24, 2026
Quantbot Technologies LP History New 7,121 695 0.03% — 619 +7,121 New Q1 2026 May 13, 2026
Avantax Planning Partners, Inc. History Reduced 7,096 693 0.02% 0.03% 620 -1,130 -13.74% Q1 2026 May 04, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 7,086 692 0.01% 0.01% 621 -105 -1.46% Q1 2026 May 11, 2026
GREENLEAF TRUST History Reduced 7,054 689 0.01% 0.01% 622 -276 -3.77% Q1 2026 Apr 27, 2026
Kingsview Wealth Management, LLC History Reduced 7,052 688 0.01% 0.02% 623 -6,891 -49.42% Q1 2026 May 12, 2026
Richard W. Paul & Associates, LLC History Added to 7,046 688 0.23% 0.25% 624 +237 3.48% Q1 2026 May 13, 2026
Empire Financial Management Company, LLC History No change 7,050 688 0.16% 0.17% 625 0 0.0% Q1 2026 May 15, 2026
Integrated Advisors Network LLC History Reduced 7,037 687 0.04% 0.04% 626 -982 -12.25% Q1 2026 Apr 28, 2026
Meeder Advisory Services, Inc. History Reduced 7,032 686 0.03% 0.04% 627 -1,589 -18.43% Q1 2026 May 07, 2026
SkyOak Wealth, LLC History Reduced 7,031 686 0.13% 0.14% 628 -16 -0.23% Q1 2026 Apr 30, 2026
OPPENHEIMER & CO INC History Reduced 7,017 685 0.01% 0.01% 629 -832 -10.6% Q1 2026 Apr 23, 2026
Vestcor Inc History No change 6,972 681 0.02% 0.02% 630 0 0.0% Q1 2026 May 12, 2026
Parallax Volatility Advisers, L.P. History Reduced 7,002 675 0.0% 0.0% 631 -4,598 -39.64% Q1 2026 May 15, 2026
PFG Investments, LLC History Added to 6,881 672 0.03% 0.03% 632 +634 10.15% Q1 2026 Apr 27, 2026
Perigon Wealth Management, LLC History Reduced 6,875 671 0.01% 0.01% 633 -40 -0.58% Q1 2026 Apr 10, 2026
Investment Research Partners LLC History Added to 6,832 667 0.27% 0.32% 634 +329 5.06% Q1 2026 Apr 29, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 6,820 666 0.01% 0.02% 635 -2,706 -28.41% Q1 2026 Apr 20, 2026
SUMITOMO LIFE INSURANCE CO History Added to 6,741 658 0.02% 0.02% 636 +217 3.33% Q1 2026 May 12, 2026
Pinnacle Financial Partners, Inc. History Reduced 6,615 646 0.0% 0.01% 637 -24 -0.36% Q1 2026 May 14, 2026
E&G Advisors, LP History Reduced 6,555 640 0.14% 0.17% 639 -100 -1.5% Q1 2026 Apr 21, 2026
WEDBUSH SECURITIES INC History Reduced 6,555 640 0.02% 0.02% 638 -29 -0.44% Q1 2026 Apr 21, 2026
Austin Private Wealth, LLC History No change 5,677 640 0.05% 0.05% 640 0 0.0% Q4 2025 Jan 20, 2026
Nordwand Advisors, LLC History No change 6,551 639 0.11% 0.13% 641 0 0.0% Q1 2026 May 07, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 6,510 635 0.06% 0.07% 642 -300 -4.41% Q1 2026 May 15, 2026
TEMA ETFS LLC History Added to 6,503 635 0.04% 0.06% 643 +28 0.43% Q1 2026 Apr 15, 2026
Polymer Capital Management (US) LLC History Added to 6,348 620 0.06% 0.03% 644 +3,663 136.42% Q1 2026 May 13, 2026
YANKCOM Partnership History Reduced 6,344 619 0.25% 0.31% 645 -72 -1.12% Q1 2026 Apr 20, 2026
Investors Research Corp History Added to 6,328 618 0.12% 0.13% 646 +51 0.81% Q1 2026 Apr 03, 2026
Strategic Advisors LLC History Reduced 6,315 616 0.1% 0.12% 647 -500 -7.34% Q1 2026 May 14, 2026
OLD NATIONAL BANCORP /IN/ History Added to 6,300 615 0.01% 0.01% 648 +11 0.17% Q1 2026 Apr 21, 2026
Western Wealth Management, LLC History Added to 6,232 608 0.02% 0.03% 649 +17 0.27% Q1 2026 May 19, 2026
Vann Equity Management LLC History New 6,219 607 0.43% — 650 +6,219 New Q1 2026 May 08, 2026
Hardy Reed LLC History Reduced 6,174 603 0.04% 0.05% 651 -261 -4.06% Q1 2026 Apr 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 6,131 598 0.0% 0.0% 652 +2,692 78.28% Q1 2026 Apr 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 6,114 597 0.06% 0.07% 653 -498 -7.53% Q1 2026 Apr 09, 2026
SVB WEALTH LLC History Reduced 6,093 595 0.04% 0.04% 654 -129 -2.07% Q1 2026 Apr 17, 2026
Prime Capital Investment Advisors, LLC History Added to 6,055 591 0.01% 0.01% 655 +283 4.9% Q1 2026 May 08, 2026
HARBOR CAPITAL ADVISORS, INC. History New 6,040 590 0.05% — 659 +6,040 New Q1 2026 Apr 28, 2026
VestGen Advisors, LLC History Added to 5,760 590 0.02% 0.02% 657 +2,411 71.99% Q1 2026 May 14, 2026
KINTRA WEALTH, LLC History Added to 6,048 590 0.04% 0.07% 656 +1,337 28.38% Q1 2026 May 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 6,048 590 0.01% 0.01% 658 -863 -12.49% Q1 2026 May 07, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 5,963 582 0.02% 0.02% 660 -291 -4.65% Q1 2026 May 13, 2026
National Philanthropic Trust History No change 5,962 582 0.01% 0.01% 661 0 0.0% Q1 2026 May 15, 2026
ROGCO, LP History Added to 5,957 581 0.19% 0.21% 662 +321 5.7% Q1 2026 May 04, 2026
BlueStem Wealth Partners, LLC History Added to 5,853 571 0.06% 0.06% 663 +1,079 22.6% Q1 2026 May 07, 2026
Aptus Capital Advisors, LLC History Reduced 5,830 569 0.0% 0.01% 664 -1,865 -24.24% Q1 2026 May 11, 2026
Avidian Wealth Enterprises, LLC History Reduced 5,791 565 0.02% 0.02% 665 -284 -4.67% Q1 2026 May 07, 2026
TCW GROUP INC History Added to 5,780 564 0.0% 0.0% 666 +279 5.07% Q1 2026 May 14, 2026
TOWER BRIDGE ADVISORS History Reduced 5,750 561 0.05% 0.08% 667 -1,599 -21.76% Q1 2026 May 12, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 5,661 552 0.01% 0.01% 668 +136 2.46% Q1 2026 May 01, 2026
Forza Wealth Management, LLC History No change 5,647 551 0.19% 0.23% 669 0 0.0% Q1 2026 Apr 30, 2026
Zhang Financial LLC History Added to 5,632 550 0.02% 0.02% 670 +8 0.14% Q1 2026 May 06, 2026
Waverly Advisors, LLC History Added to 5,627 549 0.0% 0.0% 671 +372 7.08% Q1 2026 May 15, 2026
Verdence Capital Advisors LLC History Added to 5,610 548 0.03% 0.02% 672 +2,188 63.94% Q1 2026 Apr 30, 2026
Pinnacle West Asset Management, Inc. History Reduced 5,530 540 0.37% 0.41% 673 -100 -1.78% Q1 2026 May 14, 2026
Autumn Glory Partners, LLC History Added to 5,527 539 0.2% 0.18% 674 +1,027 22.82% Q1 2026 May 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 5,498 537 0.0% 0.0% 675 +3,263 146.0% Q1 2026 May 12, 2026
Mesirow Financial Investment Management, Inc. History Reduced 5,487 535 0.01% 0.01% 676 -330 -5.67% Q1 2026 Apr 21, 2026
MATHER GROUP, LLC. History New 5,470 534 0.01% — 678 +5,470 New Q1 2026 Apr 13, 2026
Capital Investment Advisors, LLC History Reduced 5,472 534 0.01% 0.01% 677 -467 -7.86% Q1 2026 Apr 17, 2026
Connecticut Wealth Management, LLC History Added to 5,428 530 0.02% 0.03% 679 +102 1.92% Q1 2026 Apr 30, 2026
FULTON BANK, N.A. History Added to 5,423 529 0.02% 0.02% 680 +43 0.8% Q1 2026 Apr 24, 2026
WESTPAC BANKING CORP History Added to 5,390 526 0.04% 0.01% 681 +3,604 201.79% Q1 2026 May 11, 2026
Huntleigh Advisors, Inc. History Added to 5,376 525 0.09% 0.1% 682 +312 6.16% Q1 2026 Apr 21, 2026
SYON CAPITAL LLC History Reduced 5,369 524 0.03% 0.04% 684 -979 -15.42% Q1 2026 May 13, 2026
Cornerstone Wealth Management, LLC History Added to 5,371 524 0.03% 0.03% 683 +816 17.91% Q1 2026 Apr 23, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 5,335 521 0.0% 0.0% 685 -250 -4.48% Q1 2026 May 15, 2026
Dorsey & Whitney Trust CO LLC History Added to 5,318 519 0.03% 0.03% 686 +173 3.36% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 5,271 514 0.0% 0.0% 687 -7,767 -59.57% Q1 2026 May 15, 2026
NorthCoast Asset Management LLC History Reduced 5,260 513 0.01% 0.01% 688 -3 -0.06% Q1 2026 May 13, 2026
OmniStar Financial Group, Inc. History New 5,234 511 0.26% — 690 +5,234 New Q1 2026 May 15, 2026
CSM Advisors, LLC History No change 5,230 511 0.01% 0.02% 689 0 0.0% Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 5,227 510 0.0% 0.0% 691 -6,437 -55.19% Q1 2026 Apr 30, 2026
Valeo Financial Advisors, LLC History Reduced 5,213 509 0.01% 0.02% 692 -2,636 -33.58% Q1 2026 May 08, 2026
Forum Financial Management, LP History Reduced 5,209 508 0.01% 0.02% 693 -5,338 -50.61% Q1 2026 Apr 23, 2026
BEACON INVESTMENT ADVISORS LLC History Reduced 5,179 505 0.19% 0.24% 694 -80 -1.52% Q1 2026 May 14, 2026
Fisher Asset Management, LLC History Added to 5,167 504 0.0% 0.0% 695 +2,312 80.98% Q1 2026 May 05, 2026
Element Wealth, LLC History Added to 5,164 504 0.21% 0.24% 696 +23 0.45% Q1 2026 May 04, 2026
Chicago Partners Investment Group LLC History Added to 5,301 502 0.01% 0.01% 698 +2,847 116.01% Q1 2026 May 04, 2026
Calamos Wealth Management LLC History Added to 5,146 502 0.02% 0.02% 697 +1,156 28.97% Q1 2026 May 04, 2026
Goldstone Financial Group, LLC History Reduced 5,133 501 0.05% 0.08% 700 -1,156 -18.38% Q1 2026 Apr 24, 2026
Joule Financial, LLC History Added to 5,130 501 0.15% 0.17% 699 +30 0.59% Q1 2026 Apr 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 5,087 496 0.01% 0.01% 701 +542 11.93% Q1 2026 May 04, 2026
Avior Wealth Management, LLC History Reduced 5,074 495 0.01% 0.02% 702 -290 -5.41% Q1 2026 Apr 09, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Reduced 5,041 494 0.03% 0.04% 703 -281 -5.28% Q1 2026 May 15, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 5,020 490 0.03% — 705 +5,020 New Q1 2026 May 12, 2026
Capital Asset Advisory Services LLC History Added to 4,784 490 0.02% 0.02% 704 +27 0.57% Q1 2026 Apr 24, 2026
Virtue Capital Management, LLC History Added to 5,158 487 0.07% 0.08% 706 +641 14.19% Q1 2026 May 07, 2026
IFP Advisors, Inc History Added to 4,972 485 0.01% 0.01% 707 +116 2.39% Q1 2026 Apr 13, 2026
Manske Wealth Management History Added to 4,969 485 0.14% 0.17% 708 +5 0.1% Q1 2026 Apr 30, 2026
Agate Pass Investment Management, LLC History No change 4,950 483 0.19% 0.21% 709 0 0.0% Q1 2026 Apr 07, 2026
NAVELLIER & ASSOCIATES INC History Reduced 4,915 480 0.05% 0.06% 710 -40 -0.81% Q1 2026 May 07, 2026
Optimize Financial Inc History New 4,905 479 0.24% — 711 +4,905 New Q1 2026 May 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 4,881 476 0.01% 0.0% 712 +2,350 92.85% Q1 2026 May 01, 2026
Gallagher Fiduciary Advisors, LLC History Added to 4,872 475 0.02% 0.02% 713 +32 0.66% Q1 2026 May 15, 2026
FAS Wealth Partners, Inc. History No change 4,203 474 0.03% 0.03% 714 0 0.0% Q4 2025 Feb 18, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 4,847 473 0.0% 0.0% 715 +354 7.88% Q1 2026 May 14, 2026
Aviance Capital Partners, LLC History Added to 4,841 472 0.06% 0.06% 717 +319 7.05% Q1 2026 May 06, 2026
LCNB CORP History Reduced 4,837 472 0.16% 0.19% 716 -142 -2.85% Q1 2026 May 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 4,824 471 0.01% 0.01% 718 -87 -1.77% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 4,822 471 0.05% 0.06% 719 -10 -0.21% Q1 2026 May 11, 2026
Ameritas Advisory Services, LLC History Reduced 4,805 469 0.02% 0.02% 720 -301 -5.9% Q1 2026 May 12, 2026
Csenge Advisory Group History Added to 4,762 465 0.02% 0.02% 721 +110 2.36% Q1 2026 Apr 30, 2026
Curat Global, LLC History No change 4,740 463 0.46% 0.59% 722 0 0.0% Q1 2026 Apr 21, 2026
Wealthcare Advisory Partners LLC History Reduced 4,727 461 0.01% 0.01% 723 -244 -4.91% Q1 2026 Apr 14, 2026
Affiance Financial, LLC History Added to 4,728 461 0.07% 0.09% 724 +9 0.19% Q1 2026 Apr 14, 2026
AlphaCore Capital LLC History Reduced 4,704 459 0.01% 0.02% 725 -1,576 -25.1% Q1 2026 May 15, 2026
MINDSET WEALTH MANAGEMENT, LLC History Reduced 4,681 457 0.12% 0.15% 726 -300 -6.02% Q1 2026 Apr 22, 2026
LVW Advisors, LLC History Reduced 4,670 456 0.04% 0.06% 727 -582 -11.08% Q1 2026 Apr 20, 2026
GROUPAMA ASSET MANAGMENT History No change 4,034 455 0.01% 0.01% 728 0 0.0% Q4 2025 Feb 27, 2026
Jump Financial, LLC History New 4,653 454 0.01% — 729 +4,653 New Q1 2026 May 14, 2026
Parallel Advisors, LLC History Added to 4,598 449 0.01% 0.01% 730 +409 9.76% Q1 2026 May 07, 2026
Strategic Blueprint, LLC History Added to 4,590 448 0.03% 0.03% 731 +421 10.1% Q1 2026 Apr 29, 2026
Procyon Advisors, LLC History Added to 4,587 448 0.02% 0.03% 732 +43 0.95% Q1 2026 May 04, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 4,570 446 0.1% 0.11% 733 +500 12.29% Q1 2026 Apr 20, 2026
Sound Income Strategies, LLC History Reduced 4,539 444 0.02% 0.23% 735 -38,429 -89.44% Q1 2026 Apr 27, 2026
PRIVATE TRUST CO NA History Reduced 4,547 444 0.04% 0.05% 734 -720 -13.67% Q1 2026 Apr 30, 2026
Stirlingshire Investments, Inc. History Added to 4,523 441 0.39% 0.45% 736 +11 0.24% Q1 2026 May 04, 2026
WealthPoint Financial, LLC History No change 3,878 437 0.38% 0.38% 737 0 0.0% Q1 2026 Apr 23, 2026
Valmark Advisers, Inc. History Added to 4,440 433 0.01% 0.0% 738 +1,651 59.2% Q1 2026 May 01, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 4,440 433 0.03% 0.04% 739 +265 6.35% Q1 2026 May 13, 2026
TODD ASSET MANAGEMENT LLC History New 4,416 431 0.01% — 740 +4,416 New Q1 2026 May 12, 2026
Ascentis Independent Advisors History Added to 4,395 429 0.03% 0.04% 741 +2,062 88.38% Q1 2026 Apr 28, 2026
Brown Financial Advisors History Added to 4,358 425 0.16% 0.17% 742 +121 2.86% Q1 2026 May 15, 2026
COMPASS CAPITAL CORP /MA/ /ADV History New 3,057 421 0.15% — 743 +3,057 New Q1 2026 May 08, 2026
Checchi Capital Advisers, LLC History Added to 4,300 420 0.02% 0.02% 744 +325 8.18% Q1 2026 May 04, 2026
Raleigh Capital Management Inc. History Added to 4,307 420 0.14% 0.17% 745 +64 1.51% Q1 2026 Apr 28, 2026
Hexagon Capital Partners LLC History New 4,274 417 0.06% — 748 +4,274 New Q1 2026 May 04, 2026
International Private Wealth Advisors LLC History Added to 4,273 417 0.26% 0.27% 747 +534 14.28% Q1 2026 Apr 21, 2026
Raab & Moskowitz Asset Management LLC History Reduced 4,270 417 0.09% 0.11% 746 -310 -6.77% Q1 2026 May 21, 2026
Havemeyer Place LP History Reduced 4,263 416 0.05% 0.12% 751 -1,155 -21.32% Q1 2026 May 13, 2026
State of Wyoming History Added to 4,265 416 0.05% 0.05% 750 +454 11.91% Q1 2026 May 13, 2026
WBH ADVISORY INC History Reduced 4,253 416 0.03% 0.04% 749 -62 -1.44% Q1 2026 Apr 27, 2026
Smartleaf Asset Management LLC History Added to 4,393 415 0.01% 0.02% 752 +258 6.24% Q1 2026 May 15, 2026
Bank of Jackson Hole Trust History Added to 4,253 415 0.2% 0.23% 753 +2 0.05% Q1 2026 May 12, 2026
OVERSEA-CHINESE BANKING Corp Ltd History New 4,441 414 0.01% — 755 +4,441 New Q1 2026 Apr 28, 2026
Pure Financial Advisors, LLC History Reduced 4,240 414 0.01% 0.01% 754 -84 -1.94% Q1 2026 Apr 10, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 4,214 411 0.07% 0.07% 756 0 0.0% Q1 2026 May 04, 2026
New Hampshire Trust History Added to 4,203 410 0.08% 0.09% 757 +106 2.59% Q1 2026 Apr 20, 2026
Diversified Enterprises, LLC History Added to 4,180 408 0.02% 0.02% 758 +1,289 44.59% Q1 2026 May 14, 2026
Kennebec Savings Bank History Reduced 4,180 408 0.37% 0.42% 759 -133 -3.08% Q1 2026 Apr 17, 2026
Everhart Financial Group, Inc. History Reduced 4,160 406 0.03% 0.05% 760 -479 -10.33% Q1 2026 Apr 09, 2026
Premier Path Wealth Partners, LLC History Added to 4,149 405 0.05% 0.05% 761 +883 27.04% Q1 2026 Apr 23, 2026
AdvisorNet Financial, Inc History Reduced 4,134 403 0.02% 0.03% 763 -264 -6.0% Q1 2026 Apr 17, 2026
UMB Bank, n.a. History Added to 4,127 403 0.01% 0.01% 762 +53 1.3% Q1 2026 May 11, 2026
Argent Trust Co History Reduced 4,119 402 0.01% 0.02% 766 -1,363 -24.86% Q1 2026 May 13, 2026
CIDEL ASSET MANAGEMENT INC History Added to 4,117 402 0.02% 0.03% 765 +647 18.65% Q1 2026 Apr 17, 2026
VIRTUS ADVISERS, LLC History No change 4,116 402 0.19% 0.22% 764 0 0.0% Q1 2026 May 14, 2026
CX Institutional History Reduced 4,101 401 0.01% 0.02% 768 -999 -19.59% Q1 2026 Apr 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 4,114 401 0.02% 0.02% 767 +73 1.81% Q1 2026 Apr 28, 2026
Indiana Trust & Investment Management Co History No change 4,092 399 0.12% 0.14% 769 0 0.0% Q1 2026 Apr 28, 2026
Frec Markets, Inc. History Added to 4,020 392 0.07% 0.12% 770 +310 8.36% Q1 2026 May 13, 2026
Douglass Winthrop Advisors, LLC History Reduced 4,012 391 0.01% 0.01% 771 -400 -9.07% Q1 2026 May 13, 2026
Meridian Wealth Management, LLC History Reduced 4,011 391 0.01% 0.02% 772 -88 -2.15% Q1 2026 May 06, 2026
Coordinated Financial Services, Inc. History No change 3,989 389 0.22% 0.26% 773 0 0.0% Q1 2026 May 01, 2026
Advisor OS, LLC History Added to 3,977 388 0.03% 0.03% 774 +432 12.19% Q1 2026 May 07, 2026
BINGHAM PRIVATE WEALTH, LLC History Reduced 3,972 388 0.31% 0.39% 775 -39 -0.97% Q1 2026 May 07, 2026
apricus wealth, LLC History Reduced 3,964 387 0.19% 0.26% 778 -600 -13.15% Q1 2026 Apr 22, 2026
Geneos Wealth Management Inc. History Added to 3,964 387 0.01% 0.01% 777 +124 3.23% Q1 2026 May 04, 2026
Trust Asset Management LLC History No change 3,968 387 0.03% 0.03% 776 0 0.0% Q1 2026 Apr 20, 2026
Oliver Luxxe Assets LLC History No change 3,961 386 0.06% 0.07% 779 0 0.0% Q1 2026 Apr 08, 2026
TWO SIGMA SECURITIES, LLC History New 3,950 385 0.04% — 781 +3,950 New Q1 2026 May 15, 2026
CWA Asset Management Group, LLC History Added to 3,950 385 0.01% 0.02% 780 +173 4.58% Q1 2026 Apr 20, 2026
Advyzon Investment Management, LLC History Added to 3,934 384 0.03% 0.04% 782 +959 32.24% Q1 2026 May 12, 2026
Modern Wealth Management, LLC History Added to 3,915 383 0.01% 0.01% 783 +399 11.35% Q1 2026 May 14, 2026
AssuredPartners Investment Advisors, LLC History Reduced 3,889 380 0.04% 0.07% 785 -131 -3.26% Q1 2026 Apr 10, 2026
Field & Main Bank History No change 3,895 380 0.11% 0.13% 784 0 0.0% Q1 2026 Apr 10, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Added to 3,880 379 0.32% 0.36% 786 +19 0.49% Q1 2026 May 15, 2026
Keel Point, LLC History No change 3,366 379 0.02% 0.02% 787 0 0.0% Q4 2025 Feb 12, 2026
CASCADE INVESTMENT GROUP, INC. History Reduced 3,844 375 0.25% 0.36% 788 -950 -19.82% Q1 2026 May 13, 2026
INVESTED ADVISORS History Added to 3,843 375 0.38% 0.45% 789 +23 0.6% Q1 2026 Apr 29, 2026
Ranch Capital Advisors Inc. History Added to 3,803 371 0.13% 0.16% 790 +10 0.26% Q1 2026 May 06, 2026
Wealthspire Advisors, LLC History Reduced 3,774 368 0.0% 0.0% 792 -1,456 -27.84% Q1 2026 May 01, 2026
PLIMOTH TRUST CO LLC History Added to 3,770 368 0.08% 0.09% 791 +100 2.72% Q1 2026 Apr 27, 2026
Red Door Wealth Management, LLC History Added to 3,771 368 0.04% 0.04% 793 +5 0.13% Q1 2026 Apr 22, 2026
St. Louis Trust Co History No change 3,759 367 0.04% 0.05% 794 0 0.0% Q1 2026 May 14, 2026
CNB Bank History Reduced 3,744 365 0.15% 0.18% 796 -256 -6.4% Q1 2026 May 06, 2026
Employees Retirement System of Texas History No change 3,733 365 0.0% 0.0% 795 0 0.0% Q1 2026 May 13, 2026
OSLO PENSJONSFORSIKRING AS History New 3,727 364 0.06% — 797 +3,727 New Q1 2026 May 08, 2026
SeaCrest Wealth Management, LLC History Added to 3,707 362 0.04% 0.04% 798 +305 8.97% Q1 2026 Apr 15, 2026
Retirement Planning Co of New England, Inc. History Added to 3,684 359 0.15% 0.16% 799 +174 4.96% Q1 2026 May 08, 2026
Texas Bank & Trust Co History No change 3,685 359 0.13% 0.15% 800 0 0.0% Q1 2026 Apr 30, 2026
CENTRAL TRUST Co History Added to 3,651 356 0.01% 0.01% 801 +1,160 46.57% Q1 2026 Apr 17, 2026
GTS SECURITIES LLC History Reduced 3,639 355 0.01% 0.02% 802 -1,419 -28.05% Q1 2026 May 14, 2026
Mengis Capital Management, Inc. History Added to 3,632 354 0.06% 0.07% 803 +2 0.06% Q1 2026 May 12, 2026
VISTA INVESTMENT PARTNERS LLC History Added to 3,615 353 0.09% 0.11% 804 +3 0.08% Q1 2026 Apr 09, 2026
B. Riley Wealth Advisors, Inc. History Added to 102,736 352 0.02% 0.02% 805 +99,231 2831.13% Q1 2026 Apr 24, 2026
Secure Asset Management, LLC History New 3,609 352 0.06% — 807 +3,609 New Q1 2026 Apr 09, 2026
FORM Wealth Advisors, LLC History Reduced 3,607 352 0.04% 0.05% 806 -186 -4.9% Q1 2026 Apr 10, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Reduced 3,594 351 0.19% 0.3% 808 -1,219 -25.33% Q1 2026 May 12, 2026
Sowell Financial Services LLC History Reduced 3,585 350 0.01% 0.03% 809 -2,825 -44.07% Q1 2026 Apr 20, 2026
Palumbo Wealth Management LLC History Reduced 3,583 350 0.09% 0.1% 810 -73 -2.0% Q1 2026 May 12, 2026
EverSource Wealth Advisors, LLC History Added to 3,576 349 0.01% 0.01% 812 +546 18.02% Q1 2026 May 15, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History Reduced 3,573 349 0.23% 0.25% 811 -431 -10.76% Q1 2026 Apr 27, 2026
STEVENS CAPITAL MANAGEMENT LP History Added to 3,563 348 0.05% 0.09% 813 +1,355 61.37% Q1 2026 May 11, 2026
Hudock, Inc. History Reduced 3,552 347 0.05% 0.06% 814 -298 -7.74% Q1 2026 May 13, 2026
Stokes Capital Advisors, LLC History New 3,550 346 0.08% — 817 +3,550 New Q1 2026 Apr 23, 2026
Pallas Capital Advisors LLC History Added to 3,546 346 0.01% 0.01% 815 +939 36.02% Q1 2026 Apr 21, 2026
Dorato Capital Management History No change 3,583 346 0.26% 0.32% 816 0 0.0% Q1 2026 Apr 09, 2026
Garton & Associates Financial Advisors LLC History Added to 3,539 345 0.28% 0.01% 819 +3,310 1445.41% Q1 2026 May 11, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 3,534 345 0.01% 0.01% 818 -293 -7.66% Q1 2026 Apr 28, 2026
Clear Harbor Asset Management, LLC History New 3,531 344 0.02% — 821 +3,531 New Q1 2026 May 05, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 3,522 344 0.04% 0.04% 820 +10 0.28% Q1 2026 May 12, 2026
Alliance Wealth Advisors, LLC History No change 3,516 343 0.15% 0.17% 822 0 0.0% Q1 2026 May 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 3,509 342 0.01% 0.01% 823 +403 12.97% Q1 2026 May 11, 2026
Ellevest, Inc. History Reduced 3,493 341 0.05% 0.07% 824 -890 -20.31% Q1 2026 May 11, 2026
Tyche Wealth Partners LLC History Reduced 3,498 341 0.05% 0.06% 825 -12 -0.34% Q1 2026 May 06, 2026
REXFORD CAPITAL INC History Added to 3,482 340 0.24% 0.3% 826 +26 0.75% Q1 2026 Apr 23, 2026
RFG Advisory, LLC History Reduced 3,466 338 0.01% 0.01% 828 -847 -19.64% Q1 2026 Apr 17, 2026
North Star Investment Management Corp. History Reduced 3,468 338 0.02% 0.03% 827 -68 -1.92% Q1 2026 Apr 23, 2026
Copley Financial Group, Inc. History Reduced 3,452 337 0.2% 0.25% 829 -201 -5.5% Q1 2026 May 15, 2026
MEANS INVESTMENT CO., INC. History Reduced 3,438 335 0.03% 0.03% 830 -120 -3.37% Q1 2026 Apr 24, 2026
Legato Capital Management LLC History Reduced 3,419 334 0.03% 0.06% 831 -2,270 -39.9% Q1 2026 May 14, 2026
Vantus Wealth LLC History No change 2,965 334 0.25% 0.25% 832 0 0.0% Q4 2025 Feb 10, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 3,418 333 0.12% 0.14% 833 +77 2.3% Q1 2026 Apr 17, 2026
Westside Investment Management, Inc. History No change 3,400 332 0.05% 0.06% 834 0 0.0% Q1 2026 May 04, 2026
GPS Wealth Strategies Group, LLC History No change 2,945 332 0.28% 0.28% 835 0 0.0% Q4 2025 Feb 06, 2026
Gateway Wealth Partners, LLC History New 3,389 331 0.01% — 836 +3,389 New Q1 2026 May 15, 2026
BURKE & HERBERT BANK & TRUST CO History New 3,384 330 0.09% — 838 +3,384 New Q1 2026 May 08, 2026
Members Trust Co History Reduced 3,379 330 0.01% 0.01% 837 -330 -8.9% Q1 2026 May 04, 2026
Clearwave Capital, LLC History Added to 3,359 328 0.22% 0.28% 839 +18 0.54% Q1 2026 Apr 29, 2026
Navis Wealth Advisors, LLC History Added to 3,352 327 0.17% 0.16% 840 +11 0.33% Q1 2026 May 15, 2026
New England Research & Management, Inc. History New 3,336 325 0.14% — 841 +3,336 New Q1 2026 May 07, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 3,304 323 0.05% 0.06% 842 -104 -3.05% Q1 2026 May 11, 2026
Fund Advisors of America Inc/FL History Reduced 3,285 320 0.32% 0.35% 843 -93 -2.75% Q1 2026 May 13, 2026
Wedmont Private Capital History Reduced 3,303 319 0.01% 0.01% 844 -158 -4.57% Q1 2026 Apr 09, 2026
Abel Hall, LLC History New 3,265 318 0.07% — 845 +3,265 New Q1 2026 Apr 28, 2026
Simplicity Wealth,LLC History Added to 3,244 316 0.02% 0.02% 846 +64 2.01% Q1 2026 Apr 30, 2026
MidWestOne Financial Group, Inc. History No change 2,794 315 0.03% 0.03% 847 0 0.0% Q4 2025 Feb 12, 2026
Optivise Advisory Services LLC History Reduced 3,210 313 0.19% 0.24% 848 -524 -14.03% Q1 2026 Apr 15, 2026
Ameritas Investment Partners, Inc. History Added to 3,204 312 0.01% 0.01% 849 +1 0.03% Q1 2026 May 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 3,192 311 0.02% 0.02% 850 -46 -1.42% Q1 2026 Apr 15, 2026
Allegheny Financial Group History Added to 3,179 310 0.04% 0.05% 851 +23 0.73% Q1 2026 Apr 16, 2026
Visionary Wealth Advisors History Reduced 3,153 308 0.01% 0.02% 852 -49 -1.53% Q1 2026 May 13, 2026
Aaron Wealth Advisors LLC History Reduced 3,139 306 0.02% 0.03% 853 -1,880 -37.46% Q1 2026 Apr 21, 2026
Cornerstone Select Advisors, LLC History Added to 3,135 306 0.19% 0.21% 854 +457 17.06% Q1 2026 May 13, 2026
SAX WEALTH ADVISORS, LLC History No change 2,709 305 0.01% 0.01% 855 0 0.0% Q1 2026 Apr 08, 2026
Spartan Wealth Advisory Services LLC History New 3,119 304 0.03% — 856 +3,119 New Q1 2026 May 06, 2026
NorthCrest Asset Manangement, LLC History Reduced 3,102 302 0.01% 0.01% 858 -259 -7.71% Q1 2026 Apr 08, 2026
Apella Capital, LLC History Added to 2,979 302 0.0% 0.01% 857 +106 3.69% Q1 2026 Apr 20, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 3,089 301 0.06% 0.08% 859 +34 1.11% Q1 2026 Apr 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 3,075 300 0.01% 0.02% 860 +122 4.13% Q1 2026 Apr 28, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 3,051 298 0.0% — 863 +3,051 New Q1 2026 May 12, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 3,054 298 0.07% 0.06% 861 +699 29.68% Q1 2026 Apr 16, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 3,057 298 0.06% 0.07% 862 0 0.0% Q1 2026 May 08, 2026
Capital Investment Advisory Services, LLC History Reduced 3,043 297 0.02% 0.03% 864 -161 -5.02% Q1 2026 May 05, 2026
Lynx Investment Advisory History New 3,030 295 0.14% — 866 +3,030 New Q1 2026 Apr 24, 2026
OSTRUM ASSET MANAGEMENT History Added to 3,029 295 0.02% 0.01% 865 +1,192 64.89% Q1 2026 May 14, 2026
NICOLET BANKSHARES INC History New 3,016 294 0.01% — 868 +3,016 New Q1 2026 May 14, 2026
Parkside Financial Bank & Trust History Added to 3,016 294 0.02% 0.02% 867 +153 5.34% Q1 2026 May 13, 2026
PROFUND ADVISORS LLC History Reduced 3,002 293 0.01% 0.01% 871 -638 -17.53% Q1 2026 Apr 24, 2026
SHUFRO ROSE & CO LLC History No change 3,000 293 0.02% 0.02% 869 0 0.0% Q1 2026 May 15, 2026
NORTHLAND SECURITIES, INC. History No change 3,000 293 0.28% 0.32% 870 0 0.0% Q1 2026 May 04, 2026
Sierra Legacy Group History No change 3,000 293 0.22% 0.25% 872 0 0.0% Q1 2026 May 13, 2026
Avail Investment Partners, LLC History New 2,989 292 0.31% — 874 +2,989 New Q1 2026 May 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 2,990 292 0.0% 0.0% 873 -18 -0.6% Q1 2026 May 04, 2026
FORTRESS PRIVATE LEDGER, LLC History Reduced 2,986 291 0.09% 0.12% 876 -189 -5.95% Q1 2026 May 13, 2026
Jaffetilchin Investment Partners, LLC History Reduced 2,986 291 0.02% 0.02% 875 -69 -2.26% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Reduced 2,972 290 0.01% 0.02% 878 -3,299 -52.61% Q1 2026 May 15, 2026
ASSETMARK, INC History Reduced 2,977 290 0.0% 0.0% 877 -2,280 -43.37% Q1 2026 May 06, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 2,975 290 0.01% 0.01% 879 0 0.0% Q1 2026 May 05, 2026
ROMANO BROTHERS AND COMPANY History Added to 2,954 288 0.03% 0.04% 880 +221 8.09% Q1 2026 Apr 21, 2026
Sunflower Bank, N.A. History Added to 2,953 288 0.07% 0.08% 881 +42 1.44% Q1 2026 Apr 10, 2026
BRAVE ASSET MANAGEMENT INC History New 2,940 287 0.07% — 883 +2,940 New Q1 2026 Apr 17, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 2,940 287 0.01% 0.02% 882 -960 -24.62% Q1 2026 May 04, 2026
BTG Pactual Asset Management US LLC History New 2,899 283 0.02% — 885 +2,899 New Q1 2026 May 14, 2026
Mystic Asset Management, Inc. History Reduced 2,897 283 0.07% 0.08% 884 -198 -6.4% Q1 2026 May 08, 2026
Optiver Holding B.V. History New 2,877 281 0.0% — 887 +2,877 New Q1 2026 May 15, 2026
BROWN ADVISORY INC History Reduced 2,880 281 0.0% 0.0% 886 -801 -21.76% Q1 2026 May 15, 2026
Compound Planning, Inc. History Reduced 2,858 279 0.01% 0.01% 888 -978 -25.5% Q1 2026 May 14, 2026
Thrive Wealth Management, LLC History Reduced 2,851 278 0.04% 0.07% 889 -1,160 -28.92% Q1 2026 Apr 09, 2026
StoneX Group Inc. History Reduced 2,853 277 0.01% 0.03% 890 -2,905 -50.45% Q1 2026 May 14, 2026
Smart Portfolios, LLC History Reduced 2,835 276 0.28% 0.33% 891 -90 -3.08% Q1 2026 May 01, 2026
Crestmont Private Wealth LLC History Reduced 2,831 276 0.09% 0.1% 892 -1 -0.04% Q1 2026 May 08, 2026
WealthSpring Partners, LLC History Reduced 2,824 275 0.25% 0.34% 894 -80 -2.75% Q1 2026 Apr 20, 2026
Old North State Trust, LLC History Reduced 2,815 275 0.16% 0.19% 893 -59 -2.05% Q1 2026 May 13, 2026
Bogart Wealth, LLC History Reduced 2,812 274 0.01% 0.48% 895 -103,622 -97.36% Q1 2026 Apr 28, 2026
RNC CAPITAL MANAGEMENT LLC History No change 2,425 273 0.01% 0.01% 896 0 0.0% Q4 2025 Feb 03, 2026
NorthRock Partners, LLC History Added to 2,788 272 0.0% 0.01% 897 +102 3.8% Q1 2026 May 15, 2026
Busey Bank History Reduced 2,778 271 0.01% 0.01% 898 -34 -1.21% Q1 2026 Apr 28, 2026
Manhattan West Asset Management, LLC History Reduced 2,766 270 0.05% 0.07% 899 -75 -2.64% Q1 2026 May 14, 2026
WAYCROSS PARTNERS, LLC History No change 2,755 269 0.03% 0.03% 900 0 0.0% Q1 2026 May 07, 2026
Florida Trust Wealth Management Co History Reduced 2,753 268 0.01% 0.01% 901 -64 -2.27% Q1 2026 May 14, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Reduced 2,730 266 0.12% 2.6% 903 -23,191 -89.47% Q1 2026 Apr 15, 2026
Advisors Capital Management, LLC History Added to 2,724 266 0.0% 0.0% 902 +597 28.07% Q1 2026 May 01, 2026
Blueshift Asset Management, LLC History New 2,709 264 0.08% — 906 +2,709 New Q1 2026 May 14, 2026
GeoWealth Management, LLC History Reduced 2,708 264 0.01% 0.01% 905 -359 -11.71% Q1 2026 May 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 2,705 264 0.0% 0.0% 904 0 0.0% Q1 2026 May 14, 2026
WHITTIER TRUST CO History Reduced 2,685 262 0.0% 0.0% 909 -296 -9.93% Q1 2026 Apr 28, 2026
ADIRONDACK TRUST CO History Added to 2,691 262 0.09% 0.1% 908 +11 0.41% Q1 2026 Apr 03, 2026
CVS HEALTH Corp History No change 2,683 262 0.12% 0.22% 907 0 0.0% Q1 2026 May 07, 2026
BankPlus Wealth Management LLC History Added to 2,674 261 0.13% 0.15% 910 +191 7.69% Q1 2026 Apr 21, 2026
SG Trading Solutions, LLC History No change 2,312 261 0.06% 0.06% 911 0 0.0% Q4 2025 Feb 24, 2026
WADDELL & ASSOCIATES, LLC History New 2,663 260 0.01% — 912 +2,663 New Q1 2026 May 11, 2026
Platform Technology Partners History Added to 2,644 258 0.05% 0.05% 915 +706 36.43% Q1 2026 Apr 27, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 2,650 258 0.03% 0.03% 913 0 0.0% Q1 2026 May 14, 2026
Fort Sheridan Advisors LLC History No change 2,643 258 0.03% 0.04% 914 0 0.0% Q1 2026 May 06, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 2,633 257 0.03% 0.03% 917 +338 14.73% Q1 2026 Apr 30, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History No change 2,640 257 0.04% 0.05% 916 0 0.0% Q1 2026 Apr 16, 2026
DOLIVER ADVISORS, LP History Reduced 2,631 256 0.06% 0.08% 918 -249 -8.65% Q1 2026 Apr 08, 2026
Plancorp, LLC History Reduced 2,647 256 0.01% 0.01% 919 -220 -7.67% Q1 2026 Apr 14, 2026
TrueWealth Advisors, LLC History Added to 2,602 254 0.06% 0.07% 920 +59 2.32% Q1 2026 Apr 09, 2026
FIL Ltd History Reduced 2,599 253 0.0% 0.0% 921 -7,696 -74.75% Q1 2026 May 15, 2026
MANCHESTER FINANCIAL INC History Reduced 2,594 253 0.05% 0.06% 922 -205 -7.32% Q1 2026 Apr 23, 2026
HARVEY CAPITAL MANAGEMENT INC History No change 2,600 253 0.06% 0.06% 923 0 0.0% Q1 2026 May 11, 2026
Freestone Capital Holdings, LLC History Added to 2,584 252 0.01% 0.01% 924 +429 19.91% Q1 2026 May 13, 2026
W ADVISORS, LLC History Added to 2,580 252 0.13% 0.15% 926 +9 0.35% Q1 2026 Apr 29, 2026
Thomasville National Bank History No change 2,241 252 0.02% 0.02% 925 0 0.0% Q4 2025 Jan 26, 2026
Griffith & Werner, Inc. History No change 2,580 252 0.12% 0.15% 927 0 0.0% Q1 2026 Apr 29, 2026
Larson Financial Group LLC History Added to 2,572 251 0.01% 0.01% 928 +508 24.61% Q1 2026 May 15, 2026
NIPPON LIFE INSURANCE CO History No change 2,560,000 250 4.9% 4.96% 929 0 0.0% Q1 2026 Apr 14, 2026
Glenview Trust Co History Reduced 2,554 249 0.0% 0.0% 930 -299 -10.48% Q1 2026 May 08, 2026
NORTH DALLAS BANK & TRUST CO History Reduced 2,552 249 0.17% 0.19% 931 -30 -1.16% Q1 2026 May 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 2,543 248 0.0% 0.0% 932 -25 -0.97% Q1 2026 May 15, 2026
OBSIDIAN CIO, LLC History Added to 2,532 247 0.22% 0.4% 934 +128 5.32% Q1 2026 May 11, 2026
Northwest Bancshares, Inc. History Added to 2,531 247 0.05% 0.05% 933 +100 4.11% Q1 2026 May 12, 2026
Madden Advisory Services, Inc. History Added to 2,524 246 0.1% 0.11% 935 +20 0.8% Q1 2026 May 11, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 2,505 245 0.07% 0.08% 936 0 0.0% Q1 2026 Apr 29, 2026
DV Trading LLC History Added to 2,500 244 0.01% 0.0% 939 +1,900 316.67% Q1 2026 May 15, 2026
SIG BROKERAGE, LP History No change 2,500 244 0.01% 0.01% 937 0 0.0% Q1 2026 May 15, 2026
Clarius Group, LLC History No change 2,166 244 0.01% 0.01% 938 0 0.0% Q4 2025 Jan 14, 2026
William Allan Corp History Added to 2,494 243 0.14% 0.15% 940 +80 3.31% Q1 2026 May 13, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 2,474 241 0.05% 0.06% 941 +286 13.07% Q1 2026 May 05, 2026
Elevation Advisory Partners LLC History New 2,232 239 0.22% — 943 +2,232 New Q1 2026 May 08, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 2,451 239 0.03% 0.04% 942 +102 4.34% Q1 2026 May 13, 2026
OARSMAN CAPITAL, INC. History Reduced 2,440 238 0.03% 0.04% 944 -65 -2.59% Q1 2026 Apr 27, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 2,429 237 0.1% 0.1% 945 +318 15.06% Q1 2026 May 05, 2026
Garden State Investment Advisory Services LLC History Added to 2,404 235 0.05% 0.06% 947 +176 7.9% Q1 2026 May 13, 2026
Allen Capital Group, LLC History No change 2,089 235 0.02% 0.02% 946 0 0.0% Q4 2025 Feb 09, 2026
Supplemental Annuity Collective Trust of NJ History Reduced 2,370 231 0.07% 0.25% 948 -6,330 -72.76% Q1 2026 May 01, 2026
MidFirst Bank History Added to 2,369 231 0.02% 0.0% 949 +2,295 3101.35% Q1 2026 May 15, 2026
Clark Asset Management, LLC History New 2,357 230 0.02% — 951 +2,357 New Q1 2026 Apr 16, 2026
Sanchez Levi Garrett History New 2,357 230 0.14% — 952 +2,357 New Q1 2026 May 15, 2026
HOWARD FINANCIAL SERVICES, LTD. History Reduced 2,361 230 0.03% 0.03% 950 -287 -10.84% Q1 2026 Apr 07, 2026
PATTON FUND MANAGEMENT, INC. History Added to 2,353 229 0.04% 0.03% 953 +213 9.95% Q1 2026 Apr 22, 2026
Magnus Financial Group LLC History Reduced 2,347 229 0.02% 0.02% 954 -4 -0.17% Q1 2026 Apr 10, 2026
Herold Advisors, Inc. History Reduced 2,331 227 0.05% 0.07% 955 -250 -9.69% Q1 2026 May 14, 2026
Gryphon Financial Partners LLC History Reduced 2,316 226 0.02% 0.03% 956 -192 -7.66% Q1 2026 May 06, 2026
Foster Victor Wealth Advisors, LLC History No change 2,297 226 0.01% 0.01% 957 0 0.0% Q1 2026 Apr 20, 2026
MARIETTA INVESTMENT PARTNERS LLC History Reduced 2,300 224 0.04% 0.1% 958 -2,300 -50.0% Q1 2026 Apr 28, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 2,297 224 0.01% 0.02% 959 0 0.0% Q1 2026 May 14, 2026
Jacobs Equity LLC History No change 2,295 224 0.2% 0.25% 960 0 0.0% Q1 2026 May 14, 2026
BSW Wealth Partners History Reduced 2,288 223 0.03% 0.03% 961 -101 -4.23% Q1 2026 Apr 14, 2026
Weiss Asset Management LP History New 2,275 222 0.0% — 965 +2,275 New Q1 2026 May 15, 2026
Kovack Advisors, Inc. History Added to 2,270 222 0.01% 0.01% 963 +461 25.48% Q1 2026 May 12, 2026
Ballentine Partners, LLC History Reduced 2,282 222 0.0% 0.0% 962 -74 -3.14% Q1 2026 May 14, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Added to 2,282 222 0.06% 0.07% 964 +30 1.33% Q1 2026 May 01, 2026
NBC SECURITIES, INC. History Reduced 2,265 221 0.02% 0.03% 966 -4,396 -66.0% Q1 2026 Apr 14, 2026
Register Financial Advisors LLC History Reduced 2,269 221 0.08% 0.1% 967 -18 -0.79% Q1 2026 Apr 15, 2026
Dynamic Advisor Solutions LLC History Added to 2,251 219 0.01% 0.01% 968 +271 13.69% Q1 2026 Apr 08, 2026
Etesian Wealth Advisors, Inc. History Reduced 2,234 218 0.07% 0.12% 970 -1,243 -35.75% Q1 2026 Apr 23, 2026
FIRST MANHATTAN CO. LLC. History Reduced 2,235 218 0.0% 0.0% 969 -12 -0.53% Q1 2026 May 15, 2026
Quent Capital, LLC History Reduced 2,221 216 0.02% 0.02% 973 -514 -18.79% Q1 2026 Apr 28, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 2,221 216 0.02% 0.02% 972 -71 -3.1% Q1 2026 Apr 23, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 2,217 216 0.02% 0.03% 971 -2 -0.09% Q1 2026 Apr 16, 2026
AlTi Global, Inc. History Reduced 2,202 215 0.0% 0.01% 974 -161 -6.81% Q1 2026 May 07, 2026
Bison Wealth, LLC History New 2,090 214 0.02% — 978 +2,090 New Q1 2026 May 15, 2026
XXI WEALTH, LLC History Reduced 2,194 214 0.12% 0.21% 977 -868 -28.35% Q1 2026 May 07, 2026
VALLEY NATIONAL ADVISERS INC History Added to 2,197 214 0.03% 0.03% 975 +33 1.52% Q1 2026 Apr 15, 2026
Cercano Management LLC History No change 2,196 214 0.01% 0.01% 976 0 0.0% Q1 2026 May 13, 2026
HighPoint Advisor Group LLC History Reduced 2,184 213 0.01% 0.07% 980 -10,510 -82.8% Q1 2026 May 14, 2026
MAGNOLIA CAPITAL ADVISORS LLC History New 2,187 213 0.04% — 981 +2,187 New Q1 2026 May 15, 2026
Davis Investment Partners, LLC History New 2,186 213 0.08% — 982 +2,186 New Q1 2026 Apr 20, 2026
Annex Advisory Services, LLC History Added to 2,183 213 0.0% 0.0% 979 +65 3.07% Q1 2026 Apr 16, 2026
Wick Capital Partners, LLC History New 2,180 212 0.04% — 984 +2,180 New Q1 2026 May 15, 2026
Trask Adam Roland History New 2,174 212 0.2% — 985 +2,174 New Q1 2026 May 15, 2026
Fiduciary Alliance LLC History Reduced 2,140 212 0.01% 0.02% 983 -420 -16.41% Q1 2026 Apr 20, 2026
Baker Avenue Asset Management, LP History New 2,152 210 0.0% — 988 +2,152 New Q1 2026 May 12, 2026
Pathfinder Wealth Consulting, Inc. History Reduced 2,153 210 0.14% 0.16% 987 -81 -3.63% Q1 2026 Apr 20, 2026
PEOPLES BANK /OH History No change 2,159 210 0.13% 0.15% 986 0 0.0% Q1 2026 Apr 24, 2026
CULTIVAR CAPITAL, INC. History No change 2,146 209 0.13% 0.15% 989 0 0.0% Q1 2026 Apr 07, 2026
CHESAPEAKE CAPITAL CORP /IL/ History Reduced 2,134 208 0.15% 0.91% 990 -7,472 -77.78% Q1 2026 May 07, 2026
Palacios Wealth Management, LLC History Reduced 2,120 207 0.13% 0.2% 992 -250 -10.55% Q1 2026 May 11, 2026
Fiduciary Group, LLC History Reduced 2,121 207 0.02% 0.02% 991 -228 -9.71% Q1 2026 May 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 2,114 206 0.01% 0.01% 993 +819 63.24% Q1 2026 May 07, 2026
BEACON FINANCIAL GROUP History Reduced 2,103 205 0.02% 0.03% 994 -154 -6.82% Q1 2026 Apr 30, 2026
Atala Financial Inc History No change 2,080 204 0.14% 0.15% 995 0 0.0% Q1 2026 Apr 10, 2026
EVOKE WEALTH, LLC History New 2,082 203 0.0% — 997 +2,082 New Q1 2026 May 14, 2026
Stronghold Wealth Management L.L.C. History Reduced 2,083 203 0.31% 0.36% 996 -74 -3.43% Q1 2026 Apr 30, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 2,074 202 0.05% 0.07% 999 -275 -11.71% Q1 2026 Apr 22, 2026
Quotient Wealth Partners, LLC History Reduced 2,069 202 0.01% 0.01% 998 -38 -1.8% Q1 2026 Apr 16, 2026
Bridgewealth Advisory Group, LLC History Added to 2,066 201 0.04% 0.05% 1001 +16 0.78% Q1 2026 May 14, 2026
STOCK YARDS BANK & TRUST CO History No change 2,063 201 0.01% 0.01% 1000 0 0.0% Q1 2026 Apr 24, 2026
DC Investments Management, LLC History New 2,057 200 0.08% — 1005 +2,057 New Q1 2026 May 14, 2026
JT Stratford LLC History Added to 2,052 200 0.03% 0.03% 1002 +23 1.13% Q1 2026 May 15, 2026
Innova Wealth Partners History Added to 2,055 200 0.09% 0.12% 1003 +5 0.24% Q1 2026 Apr 24, 2026
Dakota Community Bank & Trust NA History No change 1,774 200 0.69% 0.69% 1004 0 0.0% Q4 2025 Jan 26, 2026
Arax Advisory Partners History Reduced 2,044 199 0.01% 0.01% 1007 -338 -14.19% Q1 2026 May 13, 2026
VISION FINANCIAL MARKETS LLC History No change 2,041 199 0.19% 0.23% 1006 0 0.0% Q1 2026 Apr 24, 2026
Scarborough Advisors, LLC History New 2,007 196 0.02% — 1008 +2,007 New Q1 2026 May 07, 2026
Blue Trust, Inc. History Reduced 1,998 195 0.0% 0.0% 1010 -151 -7.03% Q1 2026 Apr 20, 2026
Penserra Capital Management LLC History Added to 2,007 195 0.0% 0.0% 1009 +63 3.24% Q1 2026 May 11, 2026
HAZLETT, BURT & WATSON, INC. History Added to 1,968 192 0.06% 0.07% 1011 +68 3.58% Q1 2026 May 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 1,944 189 0.0% 0.0% 1012 -28 -1.42% Q1 2026 Apr 27, 2026
CoreCap Advisors, LLC History Added to 1,866 182 0.01% 0.01% 1013 +105 5.96% Q1 2026 Apr 07, 2026
Silvant Capital Management LLC History No change 1,838 179 0.01% 0.01% 1014 0 0.0% Q1 2026 May 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 1,832 178 0.01% 0.01% 1017 +4 0.22% Q1 2026 Apr 10, 2026
First PREMIER Bank History No change 1,825 178 0.04% 0.05% 1015 0 0.0% Q1 2026 Apr 20, 2026
Mechanics Financial Corp History No change 1,830 178 0.07% 0.08% 1016 0 0.0% Q1 2026 May 06, 2026
Park Place Capital Corp History New 1,808 176 0.04% — 1019 +1,808 New Q1 2026 Apr 09, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 1,803 176 0.07% — 1018 +1,803 New Q1 2026 Apr 28, 2026
SHP Wealth Management History Reduced 1,780 173 0.01% 0.02% 1020 -643 -26.54% Q1 2026 May 08, 2026
Deseret Mutual Benefit Administrators History Added to 1,758 171 0.06% 0.05% 1021 +807 84.86% Q1 2026 May 08, 2026
SITTNER & NELSON, LLC History No change 1,756 171 0.06% 0.06% 1022 0 0.0% Q1 2026 May 11, 2026
ST GERMAIN D J CO INC History No change 1,746 170 0.01% 0.01% 1023 0 0.0% Q1 2026 Apr 13, 2026
Key FInancial Inc History Added to 1,723 168 0.03% 0.03% 1025 +170 10.95% Q1 2026 Apr 24, 2026
TRUST CO OF VERMONT History No change 1,492 168 0.01% 0.01% 1024 0 0.0% Q4 2025 Jan 16, 2026
Trust Co History No change 1,702 166 0.02% 0.02% 1026 0 0.0% Q1 2026 Apr 13, 2026
Versant Capital Management, Inc History Added to 1,692 165 0.02% 0.02% 1027 +378 28.77% Q1 2026 Apr 06, 2026
REAP Financial Group, LLC History Added to 1,673 163 0.03% 0.03% 1028 +569 51.54% Q1 2026 May 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 1,667 162 0.0% 0.01% 1029 -4 -0.24% Q1 2026 Apr 23, 2026
ALLIANZ SE History No change 1,650 161 0.0% 0.0% 1030 0 0.0% Q1 2026 May 11, 2026
Anchor Investment Management, LLC History Added to 1,643 160 0.01% 0.01% 1031 +14 0.86% Q1 2026 May 01, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 1,616 157 0.02% 0.01% 1032 +250 18.3% Q1 2026 Apr 30, 2026
Bank of New Hampshire History Reduced 1,610 157 0.04% 0.05% 1033 -250 -13.44% Q1 2026 Apr 13, 2026
Neo Ivy Capital Management History New 1,604 156 0.04% — 1035 +1,604 New Q1 2026 May 15, 2026
Westfuller Advisors, LLC History No change 1,605 156 0.07% 0.07% 1034 0 0.0% Q1 2026 Apr 28, 2026
Ancora Advisors LLC History Added to 1,593 155 0.0% 0.0% 1036 +704 79.19% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 1,573 153 0.0% 0.0% 1037 0 0.0% Q1 2026 May 08, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 1,513 147 0.02% 0.01% 1038 +1,000 194.93% Q1 2026 May 06, 2026
Hilton Head Capital Partners, LLC History No change 1,507 147 0.08% 0.1% 1039 0 0.0% Q1 2026 Apr 20, 2026
GABLES CAPITAL MANAGEMENT INC. History Reduced 1,429 139 0.06% 0.07% 1040 -144 -9.15% Q1 2026 May 01, 2026
Legacy Bridge, LLC History No change 1,400 136 0.05% 0.06% 1041 0 0.0% Q1 2026 May 14, 2026
Oakworth Capital, Inc. History No change 1,390 135 0.01% 0.01% 1042 0 0.0% Q1 2026 Apr 24, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 1,356 132 0.0% 0.01% 1043 -2 -0.15% Q1 2026 May 07, 2026
MONTAG A & ASSOCIATES INC History No change 1,325 129 0.01% 0.01% 1044 0 0.0% Q1 2026 Apr 29, 2026
CULLEN/FROST BANKERS, INC. History Added to 1,296 126 0.0% 0.0% 1045 +568 78.02% Q1 2026 May 05, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 1,273 124 0.09% 0.11% 1046 0 0.0% Q1 2026 May 14, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,232 120 0.01% 0.01% 1047 0 0.0% Q1 2026 Apr 15, 2026
SOUTH PLAINS FINANCIAL, INC. History Added to 1,213 118 0.07% 0.08% 1048 +25 2.1% Q1 2026 May 13, 2026
Bravera Wealth History No change 1,200 117 0.05% 0.07% 1049 0 0.0% Q1 2026 Apr 22, 2026
CVA Family Office, LLC History Added to 1,186 115 0.01% 0.01% 1050 +136 12.95% Q1 2026 Apr 29, 2026
Y.D. More Investments Ltd History Reduced 1,174 114 0.0% 0.01% 1051 -140 -10.65% Q1 2026 May 04, 2026
Prestige Wealth Management Group LLC History Reduced 1,150 112 0.02% 0.03% 1052 -126 -9.87% Q1 2026 May 13, 2026
Cromwell Holdings LLC History Added to 1,150 112 0.06% 0.07% 1053 +8 0.7% Q1 2026 Apr 30, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 1,145 111 0.01% 0.02% 1054 -4 -0.35% Q1 2026 Apr 08, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,118 109 0.01% 0.01% 1055 0 0.0% Q1 2026 Apr 28, 2026
Spire Wealth Management History Reduced 1,115 108 0.0% 0.0% 1056 -85 -7.08% Q1 2026 Apr 22, 2026
Atlantic Union Bankshares Corp History Added to 1,098 107 0.0% 0.0% 1057 +95 9.47% Q1 2026 May 12, 2026
Cornerstone Planning Group LLC History Reduced 1,055 105 0.01% 0.02% 1058 -10 -0.94% Q1 2026 May 06, 2026
CENTAURUS FINANCIAL, INC. History New 1,066 104 0.0% — 1059 +1,066 New Q1 2026 May 18, 2026
Truvestments Capital LLC History Added to 1,062 103 0.02% 0.02% 1060 +204 23.78% Q1 2026 May 13, 2026
TIAA Wealth Investment Management LLC History New 1,030 100 0.0% — 1061 +1,030 New Q1 2026 May 12, 2026
Gen-Wealth Partners Inc History Reduced 1,010 98 0.03% 0.04% 1063 -138 -12.02% Q1 2026 May 08, 2026
Triumph Capital Management History Added to 1,012 98 0.02% 0.02% 1062 +123 13.84% Q1 2026 May 13, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 1,006 98 0.07% 0.08% 1064 0 0.0% Q1 2026 Apr 02, 2026
Vision Retirement, LLC History Added to 996 97 0.03% 0.03% 1067 +1 0.1% Q1 2026 May 07, 2026
CITY HOLDING CO History No change 1,000 97 0.01% 0.01% 1065 0 0.0% Q1 2026 Apr 15, 2026
Coastline Trust Co History No change 1,000 97 0.01% 0.01% 1066 0 0.0% Q1 2026 Apr 03, 2026
Root Financial Partners, LLC History Reduced 978 95 0.0% 0.01% 1068 -304 -23.71% Q1 2026 Apr 24, 2026
CYBER HORNET ETFs LLC History Reduced 962 94 0.06% 0.07% 1069 -76 -7.32% Q1 2026 May 08, 2026
Glen Eagle Advisors, LLC History Reduced 956 93 0.01% 0.02% 1070 -129 -11.89% Q1 2026 May 15, 2026
Hillsdale Investment Management Inc. History Added to 950 92 0.0% 0.0% 1071 +150 18.75% Q1 2026 May 04, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 935 91 0.01% 0.0% 1072 +203 27.73% Q1 2026 May 08, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 912 89 0.02% 0.02% 1073 +401 78.47% Q1 2026 Apr 29, 2026
Grove Bank & Trust History Reduced 904 88 0.01% 0.01% 1074 -115 -11.29% Q1 2026 Apr 08, 2026
Addison Advisors LLC History Added to 911 88 0.02% 0.02% 1075 +18 2.02% Q1 2026 May 08, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 895 87 0.0% — 1078 +895 New Q1 2026 Apr 14, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 900 87 0.01% 0.01% 1076 0 0.0% Q1 2026 May 11, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 894 87 0.04% 0.06% 1077 0 0.0% Q1 2026 May 14, 2026
PROFFITT & GOODSON INC History No change 871 85 0.01% 0.01% 1079 0 0.0% Q1 2026 May 06, 2026
City State Bank History No change 879 85 0.02% 0.03% 1080 0 0.0% Q1 2026 Apr 20, 2026
FIRST FINANCIAL CORP /IN/ History Added to 841 82 0.03% 0.02% 1081 +318 60.8% Q1 2026 Apr 07, 2026
AMERIFLEX GROUP, INC. History No change 832 81 0.04% 0.05% 1082 0 0.0% Q1 2026 May 15, 2026
HHM Wealth Advisors, LLC History No change 809 79 0.01% 0.01% 1083 0 0.0% Q1 2026 Apr 17, 2026
Ransom Advisory, Ltd History No change 700 79 0.03% 0.03% 1084 0 0.0% Q4 2025 Jan 06, 2026
Godfrey Financial Associates, Inc. History No change 817 79 0.07% 0.08% 1085 0 0.0% Q1 2026 May 11, 2026
MCF Advisors LLC History Added to 802 78 0.0% 0.0% 1086 +122 17.94% Q1 2026 May 11, 2026
Citizens National Bank Trust Department History No change 800 78 0.01% 0.02% 1087 0 0.0% Q1 2026 May 04, 2026
Estabrook Capital Management History Added to 789 77 0.01% 0.01% 1088 +204 34.87% Q1 2026 May 14, 2026
IAG Wealth Partners, LLC History Added to 798 77 0.01% 0.01% 1089 +46 6.12% Q1 2026 Apr 29, 2026
WEBSTER BANK, N. A. History Reduced 785 76 0.01% 0.02% 1090 -642 -44.99% Q1 2026 Apr 17, 2026
JFS WEALTH ADVISORS, LLC History Reduced 786 76 0.0% 0.01% 1091 -17 -2.12% Q1 2026 Apr 20, 2026
Community Bank, N.A. History Added to 772 75 0.01% 0.01% 1092 +98 14.54% Q1 2026 May 12, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 766 74 0.05% 0.06% 1093 +9 1.19% Q1 2026 May 07, 2026
United Community Bank History Reduced 737 71 0.02% 0.03% 1094 -10 -1.34% Q1 2026 Apr 24, 2026
Bare Financial Services, Inc History Reduced 712 69 0.02% 0.02% 1095 -9 -1.25% Q1 2026 May 14, 2026
Founders Capital Management History No change 700 68 0.03% 0.04% 1096 0 0.0% Q1 2026 Apr 21, 2026
Cassaday & Co Wealth Management LLC History New 666 65 0.0% — 1099 +666 New Q1 2026 May 07, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 666 65 0.01% 0.01% 1097 0 0.0% Q1 2026 May 11, 2026
DT Investment Partners, LLC History No change 668 65 0.01% 0.01% 1098 0 0.0% Q1 2026 May 14, 2026
Manchester Capital Management LLC History Added to 663 64 0.01% 0.01% 1100 +147 28.49% Q1 2026 May 11, 2026
Covestor Ltd History Added to 645 63 0.04% 0.04% 1101 +4 0.62% Q1 2026 May 05, 2026
Crews Bank & Trust History Added to 642 62 0.01% 0.01% 1104 +37 6.12% Q1 2026 May 13, 2026
Independence Bank of Kentucky History Reduced 644 62 0.01% 0.01% 1103 -16 -2.42% Q1 2026 Apr 30, 2026
Asset Dedication, LLC History No change 550 62 0.0% 0.0% 1102 0 0.0% Q4 2025 Jan 26, 2026
Hickory Point Bank & Trust History New 622 60 0.04% — 1107 +622 New Q1 2026 Apr 03, 2026
Phillip James Consulting Co. History Added to 622 60 0.05% 0.41% 1106 +409 192.02% Q1 2026 May 11, 2026
TSFG, LLC History Added to 617 60 0.01% 0.01% 1105 +3 0.49% Q1 2026 Apr 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 601 58 0.0% 0.0% 1110 +40 7.13% Q1 2026 Apr 23, 2026
EASTERN BANK History Reduced 598 58 0.0% 0.0% 1109 -27 -4.32% Q1 2026 Apr 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 600 58 0.0% 0.0% 1108 0 0.0% Q1 2026 Apr 13, 2026
PARK NATIONAL CORP /OH/ History New 584 57 0.0% — 1113 +584 New Q1 2026 Apr 16, 2026
Capital Analysts, LLC History Added to 584 57 0.0% 0.0% 1112 +477 445.79% Q1 2026 May 14, 2026
Plante Moran Financial Advisors, LLC History Reduced 588 57 0.0% 0.01% 1111 -124 -17.42% Q1 2026 May 05, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 563 54 0.01% 0.01% 1115 +4 0.72% Q1 2026 May 06, 2026
DV EQUITIES, LLC History No change 487 54 0.01% 0.01% 1114 0 0.0% Q4 2025 Feb 17, 2026
SOA Wealth Advisors, LLC. History Added to 547 53 0.01% 0.01% 1116 +5 0.92% Q1 2026 May 20, 2026
Moisand Fitzgerald Tamayo, LLC History No change 533 52 0.01% 0.01% 1117 0 0.0% Q1 2026 Apr 14, 2026
KERR FINANCIAL PLANNING Corp History Added to 518 50 0.06% 0.07% 1119 +3 0.58% Q1 2026 Apr 29, 2026
Fortis Group Advisors, LLC History No change 522 50 0.01% 0.01% 1118 0 0.0% Q1 2026 May 08, 2026
VSM Wealth Advisory, LLC History Reduced 502 49 0.01% 0.02% 1121 -64 -11.31% Q1 2026 May 05, 2026
PFS Partners, LLC History Reduced 511 49 0.02% 0.03% 1120 -50 -8.91% Q1 2026 Apr 09, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 510 49 0.02% 0.01% 1122 0 0.0% Q1 2026 May 15, 2026
Wall Street Financial Group, Inc. History New 487 47 0.03% — 1123 +487 New Q1 2026 May 05, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 471 46 0.01% 0.01% 1124 -17 -3.48% Q1 2026 Apr 16, 2026
Graney & King, LLC History Added to 474 46 0.02% 0.03% 1125 +1 0.21% Q1 2026 May 18, 2026
SALEM INVESTMENT COUNSELORS INC History New 455 44 0.0% — 1130 +455 New Q1 2026 Apr 29, 2026
Stone House Investment Management, LLC History Added to 457 44 0.01% 0.01% 1126 +29 6.78% Q1 2026 Apr 22, 2026
Quest 10 Wealth Builders, Inc. History Added to 460 44 0.04% 0.04% 1128 +18 4.07% Q1 2026 May 06, 2026
Nalls Sherbakoff Group, LLC History No change 394 44 0.03% 0.03% 1127 0 0.0% Q4 2025 Mar 12, 2026
Kentucky Trust Co History No change 458 44 0.02% 0.03% 1129 0 0.0% Q1 2026 Apr 17, 2026
Ares Financial Consulting, LLC History Added to 447 43 0.03% 0.02% 1133 +235 110.85% Q1 2026 Apr 02, 2026
BARRETT & COMPANY, INC. History Added to 446 43 0.01% 0.01% 1131 +64 16.75% Q1 2026 May 04, 2026
Rossby Financial, LCC History Added to 444 43 0.01% 0.01% 1132 +23 5.46% Q1 2026 May 11, 2026
Heritage Wealth Advisors History Reduced 437 42 0.0% 0.01% 1135 -1,165 -72.72% Q1 2026 May 13, 2026
FIRST UNITED BANK & TRUST History Reduced 440 42 0.01% 0.02% 1134 -90 -16.98% Q1 2026 Apr 21, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 440 42 0.01% 0.01% 1136 0 0.0% Q1 2026 Apr 27, 2026
BAYBAN History No change 418 40 0.03% 0.04% 1137 0 0.0% Q1 2026 Apr 24, 2026
Fairman Group, LLC History Added to 407 39 0.03% 0.04% 1140 +6 1.5% Q1 2026 Apr 23, 2026
N.E.W. Advisory Services LLC History Added to 405 39 0.0% 0.0% 1139 +1 0.25% Q1 2026 May 04, 2026
Security National Bank History No change 400 39 0.01% 0.01% 1138 0 0.0% Q1 2026 Apr 16, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 397 38 0.0% 0.02% 1141 -847 -68.09% Q1 2026 May 11, 2026
Reflection Asset Management History No change 343 38 0.03% 0.03% 1142 0 0.0% Q4 2025 Mar 02, 2026
Wilkerson Advisory Group LLC History Added to 387 37 0.01% 0.01% 1143 +60 18.35% Q1 2026 May 08, 2026
GILL CAPITAL PARTNERS, LLC History New 378 36 0.01% — 1145 +378 New Q1 2026 Apr 13, 2026
Pinnacle Bancorp, Inc. History No change 370 36 0.01% 0.01% 1144 0 0.0% Q1 2026 Apr 22, 2026
Physician Wealth Advisors, Inc. History Reduced 365 35 0.0% 0.01% 1146 -99 -21.34% Q1 2026 Apr 24, 2026
Medallion Wealth Advisors, LLC History No change 363 35 0.01% 0.01% 1147 0 0.0% Q1 2026 Apr 24, 2026
Community Financial Services Group, LLC History New 340 33 0.01% — 1150 +340 New Q1 2026 Apr 08, 2026
Darwin Wealth Management, LLC History Added to 341 33 0.01% 0.01% 1148 +3 0.89% Q1 2026 May 01, 2026
Financial Perspectives, Inc History No change 338 33 0.01% 0.01% 1149 0 0.0% Q1 2026 May 11, 2026
Pacific Center for Financial Services History No change 328 32 0.01% 0.01% 1151 0 0.0% Q1 2026 May 12, 2026
Johnson Financial Group, Inc. History Reduced 323 31 0.0% 0.0% 1152 -34 -9.52% Q1 2026 May 07, 2026
Bank & Trust Co History No change 318 31 0.02% 0.02% 1153 0 0.0% Q1 2026 Apr 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Reduced 300 30 0.02% 0.03% 1155 -200 -40.0% Q1 2026 May 11, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 312 30 0.01% 0.02% 1154 0 0.0% Q1 2026 Apr 20, 2026
UNION SAVINGS BANK History No change 312 30 0.01% 0.02% 1156 0 0.0% Q1 2026 Apr 17, 2026
Bayforest Capital Ltd History New 298 29 0.03% — 1157 +298 New Q1 2026 Apr 15, 2026
Owl Creek Wealth Partners LLC History New 298 29 0.01% — 1158 +298 New Q1 2026 May 13, 2026
Opal Wealth Advisors, LLC History New 292 28 0.01% — 1162 +292 New Q1 2026 Apr 14, 2026
Keating Financial Advisory Services, Inc. History Reduced 293 28 0.0% 0.01% 1161 -44 -13.06% Q1 2026 May 15, 2026
Strategic Wealth Partners, Ltd. History Reduced 290 28 0.0% 0.0% 1159 -11 -3.65% Q1 2026 May 12, 2026
ESL Trust Services, LLC History No change 289 28 0.01% 0.01% 1160 0 0.0% Q1 2026 May 07, 2026
SJS Investment Consulting Inc. History Added to 278 27 0.0% 0.0% 1163 +134 93.06% Q1 2026 Apr 23, 2026
Rosenberg Matthew Hamilton History Reduced 270 26 0.01% 0.01% 1164 -43 -13.74% Q1 2026 Apr 06, 2026
Tanglewood Legacy Advisors, LLC History No change 269 26 0.01% 0.01% 1165 0 0.0% Q1 2026 Apr 27, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 267 26 0.01% 0.01% 1166 0 0.0% Q1 2026 Apr 07, 2026
Walsh & Associates, LLC History No change 274 26 0.03% 0.03% 1167 0 0.0% Q1 2026 May 15, 2026
Rakuten Securities, Inc. History Added to 265 25 0.01% — 1169 +259 4316.67% Q1 2026 May 01, 2026
Coston, McIsaac & Partners History No change 265 25 0.01% 0.01% 1168 0 0.0% Q1 2026 Apr 22, 2026
Arlington Trust Co LLC History New 251 24 0.0% — 1176 +251 New Q1 2026 Apr 08, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 248 24 0.01% 0.01% 1175 -73 -22.74% Q1 2026 May 01, 2026
Lodestone Wealth Management LLC History Added to 253 24 0.01% 0.01% 1174 +3 1.2% Q1 2026 May 01, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 252 24 0.0% 0.0% 1170 -1 -0.4% Q1 2026 Apr 13, 2026
DUNCKER STREETT & CO INC History No change 250 24 0.0% 0.0% 1171 0 0.0% Q1 2026 Apr 29, 2026
Cheviot Value Management, LLC History No change 250 24 0.0% 0.0% 1172 0 0.0% Q1 2026 May 12, 2026
Tacita Capital Inc History No change 250 24 0.01% 0.02% 1173 0 0.0% Q1 2026 May 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 236 23 0.01% — 1178 +236 New Q1 2026 May 08, 2026
Archer Investment Corp History No change 236 23 0.0% 0.01% 1177 0 0.0% Q1 2026 May 04, 2026
Bollard Group LLC History New 226 22 0.0% — 1183 +226 New Q1 2026 May 14, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 229 22 0.01% 0.01% 1179 +11 5.05% Q1 2026 May 11, 2026
Team Financial Group, LLC History Added to 229 22 0.01% 0.01% 1181 +3 1.33% Q1 2026 May 01, 2026
Private Wealth Management Group, LLC History Reduced 231 22 0.01% 0.01% 1182 -1 -0.43% Q1 2026 Apr 23, 2026
Carolina Wealth Advisors, LLC History No change 235 22 0.01% 0.01% 1180 0 0.0% Q1 2026 Apr 07, 2026
Synergy Investment Management, LLC History New 220 21 0.01% — 1186 +220 New Q1 2026 May 14, 2026
Luken Investment Analytics, LLC History Reduced 218 21 0.01% 0.01% 1184 -5 -2.24% Q1 2026 May 12, 2026
Nemes Rush Group LLC History Added to 216 21 0.0% 0.0% 1185 +2 0.93% Q1 2026 Apr 21, 2026
RMG Wealth Management LLC History Added to 204 20 0.0% 0.0% 1189 +102 100.0% Q1 2026 May 14, 2026
GHP Investment Advisors, Inc. History Reduced 209 20 0.0% 0.0% 1187 -44 -17.39% Q1 2026 Apr 21, 2026
Canton Hathaway, LLC History No change 210 20 0.0% 0.0% 1188 0 0.0% Q1 2026 Apr 24, 2026
GW&K Investment Management, LLC History Reduced 195 19 0.0% 0.0% 1190 -47 -19.42% Q1 2026 May 13, 2026
Missouri Trust & Investment Co History Reduced 200 19 0.01% 0.01% 1194 -18 -8.26% Q1 2026 May 14, 2026
Towne Trust Company, N.A History No change 200 19 0.01% 0.01% 1191 0 0.0% Q1 2026 Apr 22, 2026
Colonial Trust Advisors History No change 200 19 0.0% 0.0% 1192 0 0.0% Q1 2026 May 12, 2026
SFAM, LLC History No change 204 19 0.02% 0.02% 1193 0 0.0% Q1 2026 May 04, 2026
HM PAYSON & CO History Reduced 189 18 0.0% 0.0% 1195 -325 -63.23% Q1 2026 Apr 13, 2026
True Wealth Design, LLC History Added to 187 18 0.0% 0.0% 1197 +92 96.84% Q1 2026 Apr 13, 2026
Bruce G. Allen Investments, LLC History Reduced 191 18 0.01% 0.02% 1198 -28 -12.79% Q1 2026 May 08, 2026
Kozak & Associates, Inc. History Added to 187 18 0.0% 0.0% 1196 +3 1.63% Q1 2026 Apr 14, 2026
Colonial Trust Co / SC History Reduced 175 17 0.0% 0.01% 1203 -248 -58.63% Q1 2026 May 12, 2026
SouthState Bank Corp History Reduced 178 17 0.0% 0.0% 1199 -15 -7.77% Q1 2026 May 05, 2026
FIRST COMMUNITY TRUST NA History No change 184 17 0.01% 0.01% 1200 0 0.0% Q1 2026 Apr 16, 2026
COUNTRY TRUST BANK History No change 176 17 0.0% 0.0% 1201 0 0.0% Q1 2026 Apr 10, 2026
DAGCO, INC. History No change 180 17 0.0% 0.0% 1202 0 0.0% Q1 2026 Apr 20, 2026
New England Capital Financial Advisors LLC History No change 178 17 0.0% 0.01% 1204 0 0.0% Q1 2026 Apr 27, 2026
CGC Financial Services, LLC History No change 175 17 0.0% 0.01% 1205 0 0.0% Q1 2026 Apr 13, 2026
High Point Wealth Management, LLC History No change 175 17 0.02% 0.02% 1206 0 0.0% Q1 2026 Apr 08, 2026
Fairway Wealth LLC History New 173 16 0.0% — 1213 +173 New Q1 2026 Apr 23, 2026
JPL Wealth Management, LLC History New 170 16 0.0% — 1212 +170 New Q1 2026 May 08, 2026
Holos Integrated Wealth LLC History Added to 168 16 0.01% 0.0% 1211 +118 236.0% Q1 2026 Apr 08, 2026
Bell Investment Advisors, Inc History Reduced 165 16 0.0% 0.0% 1208 -60 -26.67% Q1 2026 Apr 17, 2026
Hughes Financial Services, LLC History Added to 167 16 0.0% 0.0% 1209 +11 7.05% Q1 2026 Apr 29, 2026
Fourth Dimension Wealth, LLC History Reduced 167 16 0.01% 0.01% 1210 -6 -3.47% Q1 2026 May 11, 2026
Avalon Trust Co History No change 164 16 0.0% 0.0% 1207 0 0.0% Q1 2026 May 06, 2026
Napier Financial, LLC History New 155 15 0.0% — 1217 +155 New Q1 2026 May 05, 2026
Fortitude Family Office, LLC History Added to 156 15 0.0% 0.0% 1215 +18 13.04% Q1 2026 Apr 15, 2026
MOTCO History No change 160 15 0.0% 0.0% 1214 0 0.0% Q1 2026 Apr 22, 2026
Cherry Tree Wealth Management, LLC History No change 160 15 0.0% 0.0% 1216 0 0.0% Q1 2026 May 05, 2026
Golden State Wealth Management, LLC History Added to 146 14 0.0% 0.0% 1221 +19 14.96% Q1 2026 Apr 28, 2026
STEPH & CO History No change 144 14 0.0% 0.0% 1218 0 0.0% Q1 2026 Apr 17, 2026
Riverview Trust Co History No change 150 14 0.02% 0.02% 1219 0 0.0% Q1 2026 May 01, 2026
Anfield Capital Management, LLC History No change 150 14 0.0% 0.01% 1220 0 0.0% Q1 2026 May 12, 2026
DHJJ Financial Advisors, Ltd. History No change 145 14 0.0% 0.01% 1222 0 0.0% Q1 2026 Apr 09, 2026
CoreFirst Bank & Trust History No change 132 14 0.01% 0.01% 1223 0 0.0% Q4 2025 Feb 11, 2026
BALLAST ADVISORS LLC History New 135 13 0.0% — 1229 +135 New Q1 2026 May 12, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 143 13 0.01% 0.01% 1227 +9 6.72% Q1 2026 Apr 27, 2026
Kemnay Advisory Services Inc. History Added to 140 13 0.0% 0.0% 1224 +7 5.26% Q1 2026 May 15, 2026
HighMark Wealth Management LLC History Added to 143 13 0.01% 0.01% 1225 +2 1.42% Q1 2026 May 05, 2026
Signature Equity Partners, LLC History Added to 138 13 0.01% 0.01% 1228 +2 1.47% Q1 2026 May 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 117 13 0.0% 0.0% 1226 0 0.0% Q4 2025 Feb 05, 2026
Kilter Group LLC History Reduced 123 12 0.01% 0.01% 1233 -20 -13.99% Q1 2026 May 14, 2026
Morse Asset Management, Inc History Added to 128 12 0.0% 0.0% 1230 +10 8.47% Q1 2026 May 14, 2026
Avion Wealth History Reduced 130 12 0.0% 0.0% 1232 -5 -3.7% Q1 2026 May 01, 2026
Clarity Asset Management, Inc. History Added to 129 12 0.01% 0.01% 1231 +2 1.57% Q1 2026 May 04, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 133 12 0.01% 0.01% 1234 0 0.0% Q1 2026 May 14, 2026
Wealth Science Advisors LLC History New 98 11 0.01% — 1243 +98 New Q1 2026 Apr 08, 2026
Nova Wealth Management, Inc. History Added to 118 11 0.01% 0.0% 1240 +50 73.53% Q1 2026 Apr 14, 2026
Morton Brown Family Wealth, LLC History Added to 113 11 0.0% 0.0% 1238 +28 32.94% Q1 2026 Apr 20, 2026
FINANCIAL CONSULATE, INC History Reduced 119 11 0.0% 0.0% 1236 -17 -12.5% Q1 2026 Apr 21, 2026
Ankerstar Wealth, LLC History Reduced 116 11 0.01% 0.01% 1241 -17 -12.78% Q1 2026 May 13, 2026
Tidemark, LLC History Added to 116 11 0.0% 0.0% 1239 +8 7.41% Q1 2026 May 07, 2026
JNBA Financial Advisors History No change 118 11 0.0% 0.0% 1235 0 0.0% Q1 2026 Apr 22, 2026
Investment Research & Advisory Group, Inc. History No change 101 11 0.0% 0.0% 1237 0 0.0% Q1 2026 Apr 20, 2026
Tripletail Wealth Management, LLC History No change 113 11 0.01% 0.02% 1242 0 0.0% Q1 2026 May 14, 2026
Basepoint Wealth LLC History Reduced 105 10 0.01% 0.02% 1250 -156 -59.77% Q1 2026 May 07, 2026
MANNING & NAPIER ADVISORS LLC History New 110 10 0.0% — 1251 +110 New Q1 2026 Apr 30, 2026
Silver Grove Financial Group, Inc. History New 107 10 0.01% — 1253 +107 New Q1 2026 May 15, 2026
Legacy Wealth Managment, LLC/ID History New 104 10 0.0% — 1252 +104 New Q1 2026 May 07, 2026
Transamerica Financial Advisors, LLC History Added to 112 10 0.0% 0.0% 1244 +76 211.11% Q1 2026 May 15, 2026
Valued Wealth Advisors LLC History Added to 110 10 0.0% 0.0% 1248 +15 15.79% Q1 2026 Apr 30, 2026
Quaker Wealth Management, LLC History Reduced 105 10 0.0% 0.0% 1245 -4 -3.67% Q1 2026 Apr 10, 2026
Stephens Consulting, LLC History No change 97 10 0.0% 0.0% 1246 0 0.0% Q4 2025 Jan 13, 2026
ORG Partners LLC History No change 94 10 0.0% 0.0% 1247 0 0.0% Q4 2025 Jan 14, 2026
Harbor Asset Planning, Inc. History No change 105 10 0.01% 0.01% 1249 0 0.0% Q1 2026 Apr 22, 2026
Torren Management, LLC History Reduced 92 9 0.0% 0.01% 1261 -118 -56.19% Q1 2026 Apr 30, 2026
Greykasell Wealth Strategies, Inc. History New 100 9 0.0% — 1263 +100 New Q1 2026 May 07, 2026
PlanVest Financial, Inc History New 100 9 0.01% — 1264 +100 New Q1 2026 May 14, 2026
Activest Wealth Management History Reduced 95 9 0.0% 0.0% 1258 -70 -42.42% Q1 2026 Apr 15, 2026
S&T BANK/PA History Reduced 100 9 0.0% 0.0% 1254 -12 -10.71% Q1 2026 May 13, 2026
WPG Advisers, LLC History Reduced 96 9 0.01% 0.01% 1260 -11 -10.28% Q1 2026 Apr 29, 2026
Hurley Capital, LLC History No change 100 9 0.0% 0.01% 1255 0 0.0% Q1 2026 May 06, 2026
Lavaca Capital LLC History No change 100 9 0.0% 0.0% 1256 0 0.0% Q1 2026 May 13, 2026
NFSG Corp History No change 100 9 0.0% 0.0% 1257 0 0.0% Q1 2026 May 05, 2026
Intelligent Financial Strategies History No change 95 9 0.0% 0.0% 1259 0 0.0% Q1 2026 Apr 28, 2026
McMillan Office, Inc. History No change 100 9 0.0% 0.0% 1262 0 0.0% Q1 2026 Apr 23, 2026
IFG Advisory, LLC History Reduced 89 8 0.02% 0.01% 1267 -1,850 -95.41% Q1 2026 May 12, 2026
Salomon & Ludwin, LLC History Reduced 90 8 0.0% 0.0% 1269 -140 -60.87% Q1 2026 May 11, 2026
West Financial Advisors, LLC History Reduced 82 8 0.0% 0.0% 1271 -117 -58.79% Q1 2026 Apr 08, 2026
Burk Holdings LLC History New 90 8 0.0% — 1279 +90 New Q1 2026 May 07, 2026
Frazier Financial Advisors, LLC History New 85 8 0.0% — 1278 +85 New Q1 2026 May 05, 2026
Cedar Mountain Advisors, LLC History Added to 88 8 0.0% 0.0% 1270 +45 104.65% Q1 2026 Apr 30, 2026
DiNuzzo Private Wealth, Inc. History Reduced 91 8 0.0% 0.0% 1274 -2 -2.15% Q1 2026 Apr 08, 2026
Investors Portfolio Services LLC History Added to 84 8 0.01% 0.01% 1276 +1 1.2% Q1 2026 May 14, 2026
SWISS RE LTD History No change 84 8 0.05% 0.0% 1265 0 0.0% Q1 2026 May 12, 2026
Roble, Belko & Company, Inc History No change 81 8 0.0% 0.0% 1266 0 0.0% Q1 2026 Apr 16, 2026
Pflug Koory, LLC History No change 88 8 0.0% 0.0% 1268 0 0.0% Q1 2026 Apr 21, 2026
Private Wealth Asset Management, LLC History No change 92 8 0.0% 0.0% 1272 0 0.0% Q1 2026 May 06, 2026
POM Investment Strategies, LLC History No change 84 8 0.01% 0.0% 1273 0 0.0% Q1 2026 May 11, 2026
O'Domhnaill Enterprises, Inc. History No change 82 8 0.01% 0.01% 1275 0 0.0% Q1 2026 Apr 28, 2026
Strategic Wealth Advisors LLC History No change 88 8 0.01% 0.01% 1277 0 0.0% Q1 2026 May 01, 2026
Retirement Wealth Solutions LLC History Reduced 74 7 0.0% 0.02% 1290 -211 -74.04% Q1 2026 Apr 07, 2026
Midwest Capital Advisors, LLC History Reduced 75 7 0.0% 0.01% 1288 -75 -50.0% Q1 2026 Apr 24, 2026
Miller Global Investments, LLC History New 73 7 0.01% — 1294 +73 New Q1 2026 Apr 06, 2026
Joseph Group Capital Management History Added to 79 7 0.0% 0.0% 1285 +30 61.22% Q1 2026 May 08, 2026
NVWM, LLC History Reduced 81 7 0.0% 0.0% 1281 -10 -10.99% Q1 2026 Apr 27, 2026
Cornerstone Financial Management LLC History Added to 78 7 0.01% 0.01% 1292 +7 9.86% Q1 2026 May 08, 2026
TOMPKINS FINANCIAL CORP History No change 73 7 0.0% 0.0% 1280 0 0.0% Q1 2026 Apr 09, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 74 7 0.0% 0.0% 1282 0 0.0% Q1 2026 May 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 75 7 0.0% 0.0% 1283 0 0.0% Q1 2026 Apr 24, 2026
Center for Financial Planning, Inc. History No change 78 7 0.0% 0.0% 1284 0 0.0% Q1 2026 May 04, 2026
1248 Management, LLC History No change 76 7 0.0% 0.0% 1286 0 0.0% Q1 2026 May 15, 2026
Clayton Financial Group LLC History No change 73 7 0.0% 0.0% 1287 0 0.0% Q1 2026 Apr 13, 2026
William B. Walkup & Associates, Inc. History No change 67 7 0.0% 0.0% 1289 0 0.0% Q1 2026 Apr 20, 2026
Catherine Avery Investment Management LLC History No change 80 7 0.0% 0.01% 1291 0 0.0% Q1 2026 May 15, 2026
Monetary Solutions, Ltd History No change 75 7 0.01% 0.01% 1293 0 0.0% Q1 2026 May 01, 2026
EFG International AG History Reduced 69 6 0.0% 0.01% 1306 -3,069 -97.8% Q1 2026 May 15, 2026
RICHARDSON FINANCIAL SERVICES INC. History New 70 6 0.0% — 1308 +70 New Q1 2026 May 01, 2026
Leo H. Evart, Inc. History New 62 6 0.01% — 1307 +62 New Q1 2026 May 13, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 71 6 0.0% 0.0% 1296 -45 -38.79% Q1 2026 May 07, 2026
Crewe Advisors LLC History Added to 71 6 0.0% 0.0% 1299 +37 108.82% Q1 2026 May 07, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 67 6 0.0% 0.0% 1302 +28 71.79% Q1 2026 Apr 14, 2026
Aspect Partners, LLC History Added to 71 6 0.0% 0.0% 1303 +3 4.41% Q1 2026 Apr 02, 2026
St. Johns Investment Management Company, LLC History Added to 70 6 0.0% 0.0% 1298 +1 1.45% Q1 2026 Apr 28, 2026
Davis Capital Management History Reduced 67 6 0.0% 0.0% 1300 -1 -1.47% Q1 2026 Apr 16, 2026
Financial Freedom, LLC History Added to 69 6 0.0% 0.0% 1301 +1 1.47% Q1 2026 Apr 30, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 69 6 0.0% 0.0% 1295 0 0.0% Q1 2026 Apr 14, 2026
ATWOOD & PALMER INC History No change 71 6 0.0% 0.0% 1297 0 0.0% Q1 2026 Apr 15, 2026
Motiv8 Investments LLC History No change 50 6 0.0% 0.0% 1304 0 0.0% Q4 2025 Feb 13, 2026
United Financial Planning Group LLC History No change 64 6 0.0% 0.0% 1305 0 0.0% Q1 2026 May 08, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 57 5 0.0% 0.01% 1309 -462 -89.02% Q1 2026 Apr 30, 2026
First Command Advisory Services, Inc. History Added to 288 5 0.0% — 1312 +282 4700.0% Q1 2026 May 07, 2026
Dunhill Financial, LLC History Reduced 59 5 0.0% 0.01% 1314 -255 -81.21% Q1 2026 May 06, 2026
Clearstead Trust, LLC History Reduced 57 5 0.0% 0.0% 1311 -109 -65.66% Q1 2026 May 06, 2026
Abound Wealth Management History Reduced 60 5 0.0% 0.0% 1315 -66 -52.38% Q1 2026 Apr 10, 2026
Destiny Wealth Partners, LLC History New 57 5 0.0% — 1317 +57 New Q1 2026 May 11, 2026
CAPITAL & PLANNING, LLC History New 55 5 0.0% — 1318 +55 New Q1 2026 May 15, 2026
Intentional Wealth Strategies, LLC History New 53 5 0.0% — 1319 +53 New Q1 2026 May 05, 2026
HFM Investment Advisors, LLC History Reduced 56 5 0.0% 0.0% 1316 -3 -5.08% Q1 2026 May 01, 2026
Capital Advisors, Ltd. LLC History No change 52 5 0.0% 0.0% 1310 0 0.0% Q1 2026 Apr 16, 2026
Global Trust Asset Management, LLC History No change 53 5 0.0% 0.0% 1313 0 0.0% Q1 2026 Apr 23, 2026
TFC Financial Management, Inc. History Reduced 41 4 0.0% 0.02% 1328 -1,328 -97.01% Q1 2026 Apr 23, 2026
Wealth Preservation Advisors, LLC History Reduced 50 4 0.0% 0.06% 1329 -1,025 -95.35% Q1 2026 May 15, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 49 4 0.0% — 1336 +49 New Q1 2026 May 08, 2026
Main Street Group, LTD History New 48 4 0.0% — 1335 +48 New Q1 2026 May 06, 2026
Whipplewood Advisors, LLC History New 42 4 0.0% — 1337 +42 New Q1 2026 Apr 30, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 50 4 0.0% 0.0% 1333 +17 51.52% Q1 2026 Apr 06, 2026
GGM Financial LLC History Added to 48 4 0.0% 0.0% 1330 +1 2.13% Q1 2026 May 11, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 45 4 0.0% 0.0% 1320 0 0.0% Q1 2026 Apr 17, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 41 4 0.0% 0.0% 1321 0 0.0% Q1 2026 May 15, 2026
Smithfield Trust Co History No change 38 4 0.0% 0.0% 1322 0 0.0% Q1 2026 May 08, 2026
J.Safra Asset Management Corp History No change 45 4 0.0% 0.0% 1323 0 0.0% Q1 2026 May 04, 2026
Cranbrook Wealth Management, LLC History No change 48 4 0.0% 0.0% 1324 0 0.0% Q1 2026 Apr 15, 2026
Tradewinds Capital Management, LLC History No change 48 4 0.0% 0.0% 1325 0 0.0% Q1 2026 Apr 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 42 4 0.0% 0.0% 1326 0 0.0% Q1 2026 May 08, 2026
GS Investments, Inc. History No change 50 4 0.0% 0.0% 1327 0 0.0% Q1 2026 May 06, 2026
LRI Investments, LLC History No change 42 4 0.0% 0.0% 1331 0 0.0% Q1 2026 Apr 30, 2026
ABOUND FINANCIAL, LLC History No change 47 4 0.0% 0.0% 1332 0 0.0% Q1 2026 May 01, 2026
Bernard Wealth Management Corp. History No change 50 4 0.0% 0.0% 1334 0 0.0% Q1 2026 May 14, 2026
Ramirez Asset Management, Inc. History Reduced 32 3 0.0% 0.01% 1343 -400 -92.59% Q1 2026 May 12, 2026
Dogwood Wealth Management LLC History Reduced 32 3 0.0% 0.0% 1345 -57 -64.04% Q1 2026 May 12, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 33 3 0.0% — 1339 +27 450.0% Q1 2026 May 11, 2026
Rialto Wealth Management, LLC History Added to 36 3 0.0% 0.0% 1344 +12 50.0% Q1 2026 May 14, 2026
High Note Wealth, LLC History Reduced 37 3 0.0% 0.0% 1341 -10 -21.28% Q1 2026 May 11, 2026
Bay Harbor Wealth Management, LLC History Added to 40 3 0.0% 0.0% 1340 +6 17.65% Q1 2026 Apr 14, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 32 3 0.0% 0.0% 1338 0 0.0% Q1 2026 Apr 22, 2026
Ameliora Wealth Management Ltd. History No change 40 3 0.0% 0.0% 1342 0 0.0% Q1 2026 Apr 23, 2026
Boreal Capital Management LLC History No change 39 3 0.0% 0.0% 1346 0 0.0% Q1 2026 May 14, 2026
Networth Advisors, LLC History No change 38 3 0.0% 0.0% 1347 0 0.0% Q1 2026 Apr 22, 2026
Essential Partners LLC History Reduced 26 2 0.0% 0.01% 1358 -136 -83.95% Q1 2026 May 21, 2026
CBIZ Investment Advisory Services, LLC History Reduced 28 2 0.0% 0.0% 1351 -81 -74.31% Q1 2026 May 12, 2026
Key Capital Management, INC History New 27 2 0.0% — 1360 +27 New Q1 2026 May 07, 2026
Vermillion Wealth Management, Inc. History New 23 2 0.0% — 1359 +23 New Q1 2026 Apr 17, 2026
Lloyd Advisory Services, LLC. History Added to 25 2 0.0% — 1352 +19 316.67% Q1 2026 May 13, 2026
Clark Wealth Partners History Added to 25 2 0.0% 0.0% 1356 +4 19.05% Q1 2026 May 11, 2026
Kingdom Financial Group LLC. History Reduced 25 2 0.0% 0.0% 1353 -2 -7.41% Q1 2026 May 13, 2026
NorthAvenue LLC History Reduced 24 2 0.0% 0.0% 1357 -2 -7.69% Q1 2026 Apr 15, 2026
ALBION FINANCIAL GROUP /UT History No change 26 2 0.0% 0.0% 1348 0 0.0% Q1 2026 Apr 27, 2026
Horrell Capital Management, Inc. History No change 29 2 0.0% 0.0% 1349 0 0.0% Q1 2026 Apr 30, 2026
Front Row Advisors LLC History No change 26 2 0.0% 0.0% 1350 0 0.0% Q1 2026 May 19, 2026
LGT Financial Advisors LLC History No change 29 2 0.01% 0.02% 1354 0 0.0% Q1 2026 Apr 28, 2026
Principia Wealth Advisory, LLC History No change 19 2 0.0% 0.0% 1355 0 0.0% Q4 2025 Feb 10, 2026
PROSPERITY BANCSHARES INC History Reduced 13 1 0.0% 0.03% 1361 -303 -95.89% Q1 2026 May 12, 2026
Washington Trust Advisors, Inc. History New 14 1 0.0% — 1370 +14 New Q1 2026 Apr 06, 2026
Mascoma Wealth Management LLC History Added to 18 1 0.0% 0.0% 1364 +9 100.0% Q1 2026 Apr 30, 2026
American Capital Advisory, LLC History Added to 16 1 0.0% 0.0% 1369 +3 23.08% Q1 2026 Apr 29, 2026
Caitlin John, LLC History Added to 19 1 0.0% 0.0% 1368 +1 5.56% Q1 2026 May 13, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 16 1 0.0% 0.0% 1362 0 0.0% Q1 2026 Apr 27, 2026
WestEnd Advisors, LLC History No change 12 1 0.0% 0.0% 1363 0 0.0% Q1 2026 Apr 22, 2026
IFS Advisors, LLC History No change 12 1 0.0% 0.0% 1365 0 0.0% Q1 2026 Apr 06, 2026
1620 INVESTMENT ADVISORS, INC. History No change 20 1 0.0% 0.0% 1366 0 0.0% Q1 2026 May 13, 2026
Sachetta, LLC History No change 15 1 0.0% 0.0% 1367 0 0.0% Q1 2026 May 01, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Closed out 0 0 — 0.26% — -267,910 -100.0% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.06% — -166,886 -100.0% Q1 2026 May 14, 2026
CPR Investments Inc. History Closed out 0 0 — 0.09% — -127,405 -100.0% Q1 2026 Apr 16, 2026
Alphadyne Asset Management LP History Closed out 0 0 — 0.29% — -109,017 -100.0% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.03% — -81,385 -100.0% Q1 2026 May 15, 2026
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 — 0.03% — -67,992 -100.0% Q1 2026 May 15, 2026
Oxbow Advisors, LLC History Closed out 0 0 — 0.58% — -57,985 -100.0% Q1 2026 Apr 27, 2026
Vinva Investment Management Ltd History Closed out 0 0 — 0.07% — -50,256 -100.0% Q1 2026 May 13, 2026
Munich Reinsurance Co Stock Corp in Munich History Closed out 0 0 — 0.13% — -46,990 -100.0% Q1 2026 Apr 30, 2026
Pacer Advisors, Inc. History Closed out 0 0 — 0.01% — -36,916 -100.0% Q1 2026 May 06, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.07% — -29,951 -100.0% Q1 2026 Apr 23, 2026
Orca Wealth Management, LLC History Closed out 0 0 — 2.3% — -28,865 -100.0% Q1 2026 Apr 23, 2026
Lumbard & Kellner, LLC History Closed out 0 0 — 1.01% — -25,674 -100.0% Q1 2026 May 15, 2026
Elo Mutual Pension Insurance Co History Closed out 0 0 — 0.04% — -24,736 -100.0% Q1 2026 May 11, 2026
Edgestream Partners, L.P. History Closed out 0 0 — 0.06% — -19,935 -100.0% Q1 2026 May 18, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Closed out 0 0 — 0.24% — -19,295 -100.0% Q1 2026 Apr 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Closed out 0 0 — 0.03% — -17,515 -100.0% Q1 2026 May 05, 2026
iSAM Funds (UK) Ltd History Closed out 0 0 — 0.67% — -16,477 -100.0% Q1 2026 May 13, 2026
Bridgefront Capital, LLC History Closed out 0 0 — 0.46% — -16,278 -100.0% Q1 2026 May 15, 2026
Quantitative Investment Management, LLC History Closed out 0 0 — 0.17% — -15,361 -100.0% Q1 2026 May 15, 2026
Versor Investments LP History Closed out 0 0 — 0.27% — -15,252 -100.0% Q1 2026 May 12, 2026
Clarkston Capital Partners, LLC History Closed out 0 0 — 0.04% — -15,000 -100.0% Q1 2026 May 14, 2026
Ascent Wealth Partners, LLC History Closed out 0 0 — 0.16% — -12,575 -100.0% Q1 2026 May 06, 2026
Machina Capital S.A.S. History Closed out 0 0 — 0.27% — -12,490 -100.0% Q1 2026 May 13, 2026
Diversified Trust Co History Closed out 0 0 — 0.02% — -7,749 -100.0% Q1 2026 Apr 16, 2026
Quadrature Capital Ltd History Closed out 0 0 — 0.01% — -7,536 -100.0% Q1 2026 May 15, 2026
Hikari Power Ltd History Closed out 0 0 — 0.06% — -6,350 -100.0% Q1 2026 Apr 29, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Closed out 0 0 — 0.04% — -6,346 -100.0% Q1 2026 Apr 17, 2026
Mount Lucas Management LP History Closed out 0 0 — 0.28% — -6,260 -100.0% Q1 2026 May 05, 2026
FORA Capital, LLC History Closed out 0 0 — 0.08% — -5,998 -100.0% Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 — 0.0% — -5,904 -100.0% Q1 2026 May 15, 2026
Berkeley Capital Partners, LLC History Closed out 0 0 — 0.15% — -5,809 -100.0% Q1 2026 May 06, 2026
Madison Asset Management, LLC History Closed out 0 0 — 0.01% — -5,686 -100.0% Q1 2026 May 07, 2026
Alyeska Investment Group, L.P. History Closed out 0 0 — 0.0% — -5,493 -100.0% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Closed out 0 0 — 0.01% — -5,467 -100.0% Q1 2026 May 15, 2026
Delta Accumulation, LLC History Closed out 0 0 — 0.02% — -5,400 -100.0% Q1 2026 May 08, 2026
Qsemble Capital Management, LP History Closed out 0 0 — 0.05% — -5,156 -100.0% Q1 2026 May 07, 2026
AGF MANAGEMENT LTD History Closed out 0 0 — 0.0% — -5,029 -100.0% Q1 2026 May 07, 2026
Gladstone Institutional Advisory LLC History Closed out 0 0 — 0.02% — -4,984 -100.0% Q1 2026 May 14, 2026
RWA WEALTH PARTNERS, LLC History Closed out 0 0 — 0.01% — -4,794 -100.0% Q1 2026 May 13, 2026
Caitong International Asset Management Co., Ltd History Reduced 4 0 — 0.13% — -4,738 -99.92% Q1 2026 May 11, 2026
Caprock Group, LLC History Closed out 0 0 — 0.01% — -4,671 -100.0% Q1 2026 May 11, 2026
NewEdge Wealth, LLC History Closed out 0 0 — 0.01% — -4,363 -100.0% Q1 2026 May 13, 2026
Krane Funds Advisors LLC History Closed out 0 0 — 0.01% — -3,878 -100.0% Q1 2026 May 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 — 0.0% — -3,723 -100.0% Q1 2026 May 12, 2026
Teza Capital Management LLC History Closed out 0 0 — 1.35% — -3,705 -100.0% Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -3,573 -100.0% Q1 2026 May 15, 2026
Aurora Investment Managers, LLC. History Closed out 0 0 — 0.23% — -3,566 -100.0% Q1 2026 Apr 20, 2026
Sage Mountain Advisors LLC History Closed out 0 0 — 0.02% — -3,530 -100.0% Q1 2026 May 11, 2026
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.08% — -3,328 -100.0% Q1 2026 May 13, 2026
XY Capital Ltd History Closed out 0 0 — 0.23% — -3,300 -100.0% Q1 2026 May 12, 2026
Volterra Technologies LP History Closed out 0 0 — 0.04% — -3,200 -100.0% Q1 2026 May 14, 2026
Clarity Financial LLC History Closed out 0 0 — 0.03% — -3,200 -100.0% Q1 2026 May 01, 2026
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 — 0.0% — -3,110 -100.0% Q1 2026 May 13, 2026
CHASE INVESTMENT COUNSEL CORP History Closed out 0 0 — 0.09% — -2,949 -100.0% Q1 2026 May 11, 2026
Engineers Gate Manager LP History Closed out 0 0 — 0.0% — -2,942 -100.0% Q1 2026 May 15, 2026
Brookwood Investment Group LLC History Closed out 0 0 — 0.04% — -2,814 -100.0% Q1 2026 May 04, 2026
Sivia Capital Partners, LLC History Closed out 0 0 — 0.06% — -2,808 -100.0% Q1 2026 May 12, 2026
Heck Capital Advisors, LLC History Closed out 0 0 — 0.02% — -2,600 -100.0% Q1 2026 Apr 16, 2026
Summit Global Investments History Closed out 0 0 — 0.02% — -2,586 -100.0% Q1 2026 May 07, 2026
Farringdon Capital, Ltd. History Closed out 0 0 — 0.07% — -2,527 -100.0% Q1 2026 May 15, 2026
Coastal Bridge Advisors, LLC History Closed out 0 0 — 0.02% — -2,441 -100.0% Q1 2026 May 14, 2026
SmartHarvest Portfolios, LLC History Closed out 0 0 — 0.09% — -2,404 -100.0% Q1 2026 Apr 20, 2026
PDS Planning, Inc History Closed out 0 0 — 0.02% — -2,398 -100.0% Q1 2026 Apr 21, 2026
Fullerton Fund Management Co Ltd. History Closed out 0 0 — 0.01% — -2,316 -100.0% Q1 2026 May 15, 2026
Pinnacle Wealth Management Advisory Group, LLC History Closed out 0 0 — 0.02% — -2,304 -100.0% Q1 2026 Apr 21, 2026
TBH Global Asset Management, LLC History Closed out 0 0 — 0.04% — -2,300 -100.0% Q1 2026 Apr 22, 2026
FIDUCIARY TRUST CO History Closed out 0 0 — 0.0% — -2,287 -100.0% Q1 2026 May 15, 2026
Limestone Investment Advisors LP History Closed out 0 0 — 0.02% — -2,200 -100.0% Q1 2026 May 15, 2026
Heritage Wealth Management, Inc. History Closed out 0 0 — 0.07% — -2,181 -100.0% Q1 2026 Apr 20, 2026
3Chopt Investment Partners, LLC History Closed out 0 0 — 0.05% — -2,128 -100.0% Q1 2026 Apr 23, 2026
Essex Financial Services, Inc. History Closed out 0 0 — 0.01% — -2,123 -100.0% Q1 2026 Apr 24, 2026
Balefire, LLC History Closed out 0 0 — 0.05% — -2,113 -100.0% Q1 2026 May 07, 2026
Carnegie Investment Counsel History Closed out 0 0 — 0.0% — -2,079 -100.0% Q1 2026 May 01, 2026
Kera Capital Partners, Inc. History Closed out 0 0 — 0.03% — -2,076 -100.0% Q1 2026 May 06, 2026
Crestwood Advisors Group, LLC History Closed out 0 0 — 0.0% — -2,064 -100.0% Q1 2026 May 05, 2026
RB Capital Management, LLC History Closed out 0 0 — 0.05% — -2,058 -100.0% Q1 2026 May 14, 2026
BCS Wealth Management History Closed out 0 0 — 0.02% — -2,030 -100.0% Q1 2026 Apr 17, 2026
Banco Santander, S.A. History Closed out 0 0 — 0.0% — -2,020 -100.0% Q1 2026 May 08, 2026
Clay Northam Wealth Management, LLC History Closed out 0 0 — 0.13% — -2,018 -100.0% Q1 2026 Apr 28, 2026
Haverford Trust Co History Closed out 0 0 — 0.0% — -2,016 -100.0% Q1 2026 May 11, 2026
SHELTON CAPITAL MANAGEMENT History Closed out 0 0 — 0.0% — -2,005 -100.0% Q1 2026 May 15, 2026
Bank Pictet & Cie (Europe) AG History Closed out 0 0 — 0.0% — -2,000 -100.0% Q1 2026 Apr 14, 2026
Twin Tree Management, LP History Closed out 0 0 — 0.0% — -2,000 -100.0% Q1 2026 May 14, 2026
Garde Capital, Inc. History Closed out 0 0 — 0.01% — -2,000 -100.0% Q1 2026 Apr 28, 2026
Ceeto Capital Group, LLC History Closed out 0 0 — 0.07% — -2,000 -100.0% Q1 2026 May 14, 2026
Turtle Creek Wealth Advisors, LLC History Closed out 0 0 — 0.02% — -1,993 -100.0% Q1 2026 Apr 27, 2026
Act Two Investors LLC History Closed out 0 0 — 0.04% — -1,990 -100.0% Q1 2026 May 08, 2026
PCM Encore, LLC History Closed out 0 0 — 0.05% — -1,989 -100.0% Q1 2026 May 12, 2026
Cinctive Capital Management LP History Closed out 0 0 — 0.01% — -1,981 -100.0% Q1 2026 May 15, 2026
Warner Group LLC History Closed out 0 0 — 0.14% — -1,980 -100.0% Q1 2026 Apr 29, 2026
DGS Capital Management, LLC History Closed out 0 0 — 0.04% — -1,970 -100.0% Q1 2026 Apr 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Closed out 0 0 — 0.0% — -1,952 -100.0% Q1 2026 Apr 15, 2026
JMAC ENTERPRISES LLC History Closed out 0 0 — 0.04% — -1,941 -100.0% Q1 2026 May 01, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Closed out 0 0 — 0.07% — -1,924 -100.0% Q1 2026 Apr 17, 2026
CONNING INC. History Closed out 0 0 — 0.01% — -1,921 -100.0% Q1 2026 Apr 30, 2026
A4 Wealth Advisors LLC History Closed out 0 0 — 0.19% — -1,904 -100.0% Q1 2026 May 11, 2026
Bedel Financial Consulting, Inc. History Closed out 0 0 — 0.02% — -1,900 -100.0% Q1 2026 May 04, 2026
SMITH, MOORE & CO. History Closed out 0 0 — 0.02% — -1,890 -100.0% Q1 2026 May 05, 2026
Optas, LLC History Closed out 0 0 — 0.03% — -1,887 -100.0% Q1 2026 Apr 24, 2026
F/m Investments LLC History Closed out 0 0 — 0.01% — -1,879 -100.0% Q1 2026 May 11, 2026
SILVER OAK SECURITIES, INCORPORATED History Closed out 0 0 — 0.01% — -1,874 -100.0% Q1 2026 Apr 20, 2026
Stonebridge Financial Group, LLC History Closed out 0 0 — 0.02% — -1,873 -100.0% Q1 2026 Apr 08, 2026
FIDELIS CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.02% — -1,869 -100.0% Q1 2026 May 06, 2026
Bolthouse Investments, LLC History Closed out 0 0 — 0.19% — -1,867 -100.0% Q1 2026 Apr 28, 2026
Paragon Capital Management Ltd History Closed out 0 0 — 0.04% — -1,867 -100.0% Q1 2026 Apr 15, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.04% — -1,867 -100.0% Q1 2026 Apr 21, 2026
Paragon Private Wealth Management, LLC History Closed out 0 0 — 0.06% — -1,859 -100.0% Q1 2026 May 19, 2026
Miller Financial Services LLC History Closed out 0 0 — 0.25% — -1,856 -100.0% Q1 2026 May 01, 2026
Financial Engines Advisors L.L.C. History Closed out 0 0 — 0.0% — -1,844 -100.0% Q1 2026 May 14, 2026
Focused Wealth Management, Inc History Closed out 0 0 — 0.02% — -1,844 -100.0% Q1 2026 Apr 20, 2026
Auxano Advisors, LLC History Closed out 0 0 — 0.04% — -1,843 -100.0% Q1 2026 May 01, 2026
Venturi Wealth Management, LLC History Closed out 0 0 — 0.01% — -1,836 -100.0% Q1 2026 Apr 21, 2026
Sterling Financial Planning, Inc. History Closed out 0 0 — 0.06% — -1,832 -100.0% Q1 2026 May 06, 2026
Regent Peak Wealth Advisors LLC History Closed out 0 0 — 0.04% — -1,821 -100.0% Q1 2026 Apr 14, 2026
Cornell Pochily Investment Advisors, Inc. History Closed out 0 0 — 0.06% — -1,819 -100.0% Q1 2026 Apr 17, 2026
CERTIOR FINANCIAL GROUP, LLC History Closed out 0 0 — 0.14% — -1,804 -100.0% Q1 2026 Apr 27, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Closed out 0 0 — 0.01% — -1,791 -100.0% Q1 2026 May 15, 2026
Kinloch Capital, LLC History Closed out 0 0 — 0.09% — -1,790 -100.0% Q1 2026 May 15, 2026
Values Added Financial LLC History Closed out 0 0 — 0.08% — -1,787 -100.0% Q1 2026 Apr 20, 2026
EVERETT HARRIS & CO /CA/ History Closed out 0 0 — 0.0% — -1,777 -100.0% Q1 2026 May 08, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.06% — -1,149 -100.0% Q1 2026 May 04, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Closed out 0 0 — 0.0% — -1,045 -100.0% Q1 2026 May 13, 2026
AlphaCentric Advisors LLC History Closed out 0 0 — 0.1% — -933 -100.0% Q1 2026 May 07, 2026
SENTRY INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.07% — -897 -100.0% Q1 2026 May 07, 2026
Cresta Advisors, Ltd. History Closed out 0 0 — 0.03% — -668 -100.0% Q1 2026 Apr 27, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 — 0.01% — -660 -100.0% Q1 2026 May 01, 2026
TCTC Holdings, LLC History Closed out 0 0 — 0.0% — -607 -100.0% Q1 2026 May 07, 2026
Catalyst Capital Advisors LLC History Closed out 0 0 — 0.0% — -505 -100.0% Q1 2026 May 06, 2026
Estate Planners Group, LLC History Closed out 0 0 — 0.02% — -426 -100.0% Q1 2026 May 11, 2026
BOK Financial Private Wealth, Inc. History Closed out 0 0 — 0.0% — -363 -100.0% Q1 2026 May 12, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.01% — -327 -100.0% Q1 2026 May 06, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 — 0.02% — -289 -100.0% Q1 2026 May 12, 2026
Wealth Watch Advisors, INC History Closed out 0 0 — 0.01% — -281 -100.0% Q1 2026 May 15, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.01% — -272 -100.0% Q1 2026 May 15, 2026
Concord Wealth Partners History Closed out 0 0 — 0.0% — -222 -100.0% Q1 2026 May 01, 2026
Jessup Wealth Management, Inc History Closed out 0 0 — 0.01% — -217 -100.0% Q1 2026 May 15, 2026
GoalVest Advisory LLC History Closed out 0 0 — 0.0% — -193 -100.0% Q1 2026 Apr 13, 2026
Quattro Advisors LLC History Closed out 0 0 — 0.01% — -149 -100.0% Q1 2026 May 14, 2026
EQ WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -89 -100.0% Q1 2026 May 01, 2026
Winch Advisory Services, LLC History Closed out 0 0 — 0.0% — -86 -100.0% Q1 2026 Apr 30, 2026
HOWARD HUGHES MEDICAL INSTITUTE History Closed out 0 0 — 0.0% — -76 -100.0% Q1 2026 May 15, 2026
Mowery & Schoenfeld Wealth Management, LLC History Closed out 0 0 — 0.01% — -75 -100.0% Q1 2026 May 01, 2026
Quarry LP History Closed out 0 0 — 0.0% — -72 -100.0% Q1 2026 May 15, 2026
West Branch Capital LLC History Closed out 0 0 — 0.0% — -64 -100.0% Q1 2026 Apr 14, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 — 0.0% — -46 -100.0% Q1 2026 May 15, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 — 0.0% — -28 -100.0% Q1 2026 Apr 16, 2026
Mountain Hill Investment Partners Corp. History Closed out 0 0 — 0.0% — -25 -100.0% Q1 2026 May 01, 2026
Beaird Harris Wealth Management, LLC History Reduced 4 0 — 0.0% — -15 -78.95% Q1 2026 May 14, 2026
Luminist Capital LLC History Closed out 0 0 — 0.0% — -15 -100.0% Q1 2026 Apr 24, 2026
Signature Resources Capital Management, LLC History Reduced 2 0 — 0.0% — -10 -83.33% Q1 2026 May 01, 2026
Magnolia Wealth Management, LLC History New 10 0 — — — +10 New Q1 2026 May 06, 2026
Portus Wealth Advisors, LLC History New 10 0 — — — +10 New Q1 2026 Apr 22, 2026
Financial Network Wealth Advisors LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q1 2026 May 14, 2026
Costello Asset Management, INC History New 8 0 — — — +8 New Q1 2026 Apr 30, 2026
ROSS\JOHNSON & Associates LLC History Reduced 3 0 — 0.02% — -6 -66.67% Q1 2026 May 08, 2026
Breakwater Investment Management History Closed out 0 0 — — — -5 -100.0% Q1 2026 May 14, 2026
CURIO WEALTH, LLC History New 4 0 — — — +4 New Q1 2026 May 11, 2026
PMV Capital Advisers, LLC History New 3 0 — — — +3 New Q1 2026 Apr 16, 2026
Nvest Wealth Strategies, Inc. History New 3 0 — — — +3 New Q1 2026 Apr 13, 2026
Financial Management Professionals, Inc. History Closed out 0 0 — — — -3 -100.0% Q1 2026 Apr 15, 2026
1015 Capital Partners, LLC History Reduced 10 0 — 0.0% — -2 -16.67% Q1 2026 May 11, 2026
Accordant Advisory Group Inc History Closed out 0 0 — — — -2 -100.0% Q1 2026 May 11, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 12, 2026
WINNOW WEALTH LLC History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 19, 2026
Princeton Global Asset Management LLC History No change 10 0 — 0.0% — 0 0.0% Q1 2026 Apr 22, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 4 0 — — — 0 0.0% Q1 2026 Apr 08, 2026
WOLFF WIESE MAGANA LLC History No change 5 0 — — — 0 0.0% Q1 2026 Apr 13, 2026
New Millennium Group LLC History No change 6 0 — — — 0 0.0% Q4 2025 Feb 06, 2026
Global Wealth Strategies & Associates History No change 7 0 — — — 0 0.0% Q1 2026 Apr 03, 2026
Smallwood Wealth Investment Management, LLC History No change 5 0 — — — 0 0.0% Q1 2026 Apr 22, 2026
DecisionPoint Financial, LLC History No change 4 0 — — — 0 0.0% Q1 2026 May 06, 2026
Seneschal Advisors, LLC History No change 5 0 — — — 0 0.0% Q1 2026 May 08, 2026
Aventura Private Wealth, LLC History No change 10 0 — 0.0% — 0 0.0% Q1 2026 May 05, 2026
Beacon Financial Strategies CORP History No change 10 0 — 0.0% — 0 0.0% Q1 2026 Apr 08, 2026