PUTNAM ETF TRUST - PVAL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 35,914,629 | 1,666,438 | 0.12% | 0.08% | 1 | +11,707,304 | 48.36% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 14,118,161 | 655,082 | 0.04% | 0.03% | 2 | +4,551,431 | 47.58% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 8,337,155 | 386,844 | 0.41% | 0.34% | 3 | +1,483,240 | 21.64% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 7,723,844 | 358,386 | 4.07% | 3.44% | 4 | +870,989 | 12.71% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 6,662,348 | 309,132 | 0.43% | 0.31% | 5 | +1,537,708 | 30.01% | Q1 2026 | Apr 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,419,487 | 292,536 | 1.39% | 1.39% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 5,591,372 | 259,439 | 0.04% | 0.04% | 7 | +553,938 | 11.0% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,490,994 | 254,782 | 0.16% | 0.13% | 8 | +887,417 | 19.28% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,638,626 | 215,232 | 0.06% | 0.05% | 9 | +579,995 | 14.29% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 3,343,154 | 155,122 | 0.41% | 0.4% | 10 | +93,526 | 2.88% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,688,577 | 124,749 | 0.02% | 0.01% | 11 | +1,157,700 | 75.62% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,304,807 | 107,334 | 1.84% | 1.65% | 12 | +319,556 | 16.1% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,297,581 | 106,608 | 0.1% | 0.09% | 13 | +139,189 | 6.45% | Q1 2026 | May 12, 2026 |
| Allegheny Financial Group | History | Added to | 2,281,875 | 105,879 | 14.27% | 13.37% | 14 | +299,733 | 15.12% | Q1 2026 | Apr 16, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 1,978,456 | 91,800 | 7.65% | 7.8% | 15 | -61,307 | -3.01% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,860,587 | 86,331 | 0.22% | 0.19% | 16 | +289,362 | 18.42% | Q1 2026 | Apr 30, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 1,568,637 | 72,784 | 16.45% | 18.29% | 17 | +29,146 | 1.89% | Q1 2026 | Apr 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,312,653 | 60,907 | 0.06% | 0.06% | 18 | +83,799 | 6.82% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,307,934 | 60,688 | 0.23% | 0.18% | 19 | +353,534 | 37.04% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,252,442 | 58,113 | 0.08% | 0.07% | 20 | +152,359 | 13.85% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,247,690 | 57,892 | 0.02% | 0.01% | 21 | +471,610 | 60.77% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,183,884 | 54,932 | 0.3% | 0.25% | 22 | +188,615 | 18.95% | Q1 2026 | May 05, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 1,190,955 | 54,271 | 32.44% | 32.44% | 23 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Capital Analysts, LLC | History | Added to | 1,090,336 | 50,592 | 1.33% | 0.27% | 24 | +881,443 | 421.96% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,029,520 | 47,769 | 0.75% | 0.62% | 25 | +250,484 | 32.15% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,037,458 | 47,276 | 0.02% | 0.01% | 26 | +536,825 | 107.23% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 975,073 | 45,243 | 0.36% | 0.3% | 27 | +144,886 | 17.45% | Q1 2026 | May 01, 2026 |
| AUCTUS ADVISORS LLC | History | Reduced | 949,617 | 44,062 | 41.8% | 40.17% | 28 | -6,905 | -0.72% | Q1 2026 | Apr 23, 2026 |
| Drake & Associates, LLC | History | Added to | 894,065 | 41,484 | 7.91% | 7.22% | 29 | +98,214 | 12.34% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 880,823 | 40,870 | 0.75% | 0.65% | 30 | +121,618 | 16.02% | Q1 2026 | Apr 17, 2026 |
| Harbor Group, Inc. | History | Added to | 860,780 | 39,940 | 5.77% | 5.79% | 31 | +12,509 | 1.47% | Q1 2026 | Apr 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 850,637 | 39,469 | 0.92% | 0.92% | 32 | +23,856 | 2.89% | Q1 2026 | May 04, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 760,468 | 37,582 | 0.65% | 0.55% | 33 | +90,378 | 13.49% | Q1 2026 | May 15, 2026 |
| Embree Financial Group | History | Added to | 764,982 | 35,495 | 4.18% | 3.39% | 34 | +158,046 | 26.04% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 699,896 | 32,636 | 0.07% | 0.06% | 35 | -313,936 | -30.97% | Q1 2026 | Apr 08, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 701,242 | 32,537 | 2.44% | 1.72% | 36 | +82,437 | 13.32% | Q1 2026 | May 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 682,631 | 31,107 | 1.51% | 1.47% | 37 | -3,400 | -0.5% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 642,679 | 29,820 | 0.05% | 0.05% | 38 | +91,070 | 16.51% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 628,489 | 29,161 | 0.08% | 0.07% | 39 | -3,236 | -0.51% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 572,416 | 26,560 | 0.26% | 0.22% | 40 | +81,650 | 16.64% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 564,219 | 26,179 | 1.36% | 1.28% | 41 | +36,044 | 6.82% | Q1 2026 | Apr 17, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 561,792 | 26,067 | 12.92% | 13.55% | 42 | -9,223 | -1.62% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 550,935 | 25,563 | 0.03% | 0.03% | 43 | +103,022 | 23.0% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 518,073 | 24,038 | 0.12% | 0.09% | 44 | +155,553 | 42.91% | Q1 2026 | May 08, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 515,765 | 23,931 | 5.82% | 5.17% | 45 | +55,691 | 12.1% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 492,201 | 22,838 | 0.04% | 0.03% | 46 | +54,886 | 12.55% | Q1 2026 | May 14, 2026 |
| Piedmont Capital Management, LLC | History | New | 486,775 | 22,793 | 11.59% | — | 47 | +486,775 | New | Q1 2026 | May 15, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 432,937 | 20,088 | 4.2% | 4.12% | 48 | +3,666 | 0.85% | Q1 2026 | Apr 21, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 431,563 | 20,024 | 6.01% | 5.19% | 49 | +62,421 | 16.91% | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | Added to | 418,153 | 19,402 | 0.07% | 0.06% | 50 | +16,774 | 4.18% | Q1 2026 | May 12, 2026 |
| Frontier Asset Management, LLC | History | Added to | 412,164 | 19,124 | 4.01% | 2.86% | 51 | +141,428 | 52.24% | Q1 2026 | May 06, 2026 |
| Retirement Management Systems Inc. | History | Added to | 411,588 | 19,097 | 4.6% | 3.4% | 52 | +119,679 | 41.0% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 405,747 | 18,826 | 0.03% | 0.01% | 53 | +308,280 | 316.29% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 404,335 | 18,761 | 1.37% | 1.23% | 54 | +6,686 | 1.68% | Q1 2026 | Apr 20, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 394,076 | 18,285 | 7.94% | 7.42% | 55 | +24,377 | 6.59% | Q1 2026 | May 12, 2026 |
| Weil Company, Inc. | History | Added to | 393,850 | 18,274 | 4.1% | 3.76% | 56 | +35,404 | 9.88% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Added to | 392,789 | 18,225 | 0.2% | 0.12% | 57 | +164,503 | 72.06% | Q1 2026 | May 05, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 378,033 | 17,540 | 4.97% | 4.37% | 58 | +20,761 | 5.81% | Q1 2026 | Apr 16, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 375,296 | 17,413 | 1.92% | 1.53% | 59 | +75,112 | 25.02% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 375,022 | 17,401 | 0.1% | 0.06% | 60 | +142,792 | 61.49% | Q1 2026 | May 15, 2026 |
| Keystone Financial Services, LLC | History | Added to | 371,324 | 17,229 | 11.59% | 11.03% | 61 | +15,924 | 4.48% | Q1 2026 | Apr 21, 2026 |
| Able Wealth Management LLC | History | Added to | 352,075 | 16,336 | 4.37% | 3.87% | 62 | +83,264 | 30.97% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 350,034 | 16,241 | 0.43% | 0.4% | 63 | +5,955 | 1.73% | Q1 2026 | May 14, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 349,180 | 16,201 | 1.56% | 0.09% | 64 | +327,485 | 1509.5% | Q1 2026 | May 05, 2026 |
| Bucket List Wealth Management, LLC | History | New | 345,536 | 16,032 | 9.65% | — | 65 | +345,536 | New | Q1 2026 | May 07, 2026 |
| Haverford Trust Co | History | Added to | 336,129 | 15,596 | 0.14% | 0.13% | 66 | +26,027 | 8.39% | Q1 2026 | May 11, 2026 |
| Cooper Financial Group | History | Reduced | 335,527 | 15,568 | 1.57% | 2.07% | 67 | -91,995 | -21.52% | Q1 2026 | Apr 07, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 321,032 | 14,895 | 6.47% | 6.18% | 68 | +9,200 | 2.95% | Q1 2026 | Apr 16, 2026 |
| CENTRAL TRUST Co | History | Reduced | 302,609 | 14,041 | 0.28% | 0.28% | 69 | -7,357 | -2.37% | Q1 2026 | Apr 17, 2026 |
| Colonial River Investments, LLC | History | New | 299,500 | 13,896 | 4.98% | — | 70 | +299,500 | New | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 294,122 | 13,647 | 0.17% | 0.1% | 71 | +125,210 | 74.13% | Q1 2026 | Apr 20, 2026 |
| Coign Capital Advisors LLC | History | Added to | 288,490 | 13,385 | 7.03% | 6.73% | 72 | +6,321 | 2.24% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 288,428 | 13,383 | 0.16% | 0.06% | 73 | +182,954 | 173.46% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | New | 279,343 | 12,961 | 0.15% | — | 74 | +279,343 | New | Q1 2026 | Apr 16, 2026 |
| Stratos Investment Management, LLC | History | Added to | 272,146 | 12,627 | 0.51% | 0.32% | 75 | +95,325 | 53.91% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 265,281 | 12,062 | 0.44% | 0.47% | 76 | -7,662 | -2.81% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 257,572 | 11,951 | 0.01% | 0.0% | 77 | +190,512 | 284.09% | Q1 2026 | May 15, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 255,954 | 11,876 | 1.88% | 1.4% | 78 | +46,259 | 22.06% | Q1 2026 | May 05, 2026 |
| Trademark Financial Management, LLC | History | Added to | 244,265 | 11,333 | 5.55% | 5.01% | 79 | +44,659 | 22.37% | Q1 2026 | Apr 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 243,866 | 11,315 | 0.64% | 0.71% | 80 | +113,578 | 87.17% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 241,417 | 11,201 | 0.17% | 0.16% | 81 | +69,347 | 40.3% | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 238,567 | 11,069 | 0.06% | — | 82 | +238,567 | New | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 230,997 | 10,718 | 0.01% | 0.01% | 83 | +27,318 | 13.41% | Q1 2026 | May 08, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 226,160 | 10,493 | 0.55% | 0.47% | 84 | -5,111 | -2.21% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 228,189 | 10,375 | 0.0% | 0.0% | 85 | +67,924 | 42.38% | Q1 2026 | May 13, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 222,590 | 10,328 | 3.35% | 3.24% | 86 | +7,660 | 3.56% | Q1 2026 | May 01, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 220,389 | 10,226 | 0.49% | — | 87 | +220,389 | New | Q1 2026 | May 18, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 217,567 | 10,095 | 0.2% | 0.09% | 88 | +125,986 | 137.57% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 215,034 | 9,977 | 0.07% | 0.04% | 89 | +99,978 | 86.9% | Q1 2026 | Apr 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 207,134 | 9,611 | 3.27% | 2.09% | 90 | +72,336 | 53.66% | Q1 2026 | Apr 09, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 204,914 | 9,508 | 4.02% | 3.74% | 91 | +1,440 | 0.71% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 195,878 | 9,088 | 0.4% | 0.4% | 92 | +1,754 | 0.9% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 183,588 | 8,909 | 0.16% | — | 93 | +183,588 | New | Q1 2026 | May 01, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 188,877 | 8,763 | 5.93% | 1.67% | 94 | +135,187 | 251.79% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 185,593 | 8,611 | 0.22% | 0.2% | 95 | +18,172 | 10.85% | Q1 2026 | Apr 07, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 184,663 | 8,568 | 4.53% | 2.22% | 96 | +93,268 | 102.05% | Q1 2026 | May 08, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 177,483 | 8,235 | 4.33% | — | 97 | +177,483 | New | Q1 2026 | Apr 10, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 175,757 | 8,155 | 4.51% | 1.68% | 98 | +108,803 | 162.5% | Q1 2026 | May 08, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 166,953 | 7,746 | 3.84% | 3.76% | 99 | +2,260 | 1.37% | Q1 2026 | Apr 23, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 164,664 | 7,640 | 3.57% | 2.82% | 100 | +35,478 | 27.46% | Q1 2026 | Apr 24, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 159,652 | 7,407 | 0.86% | 0.78% | 101 | +21,887 | 15.89% | Q1 2026 | May 08, 2026 |
| Midwest Financial Group LLC | History | Added to | 154,629 | 7,174 | 3.06% | 3.03% | 102 | +4,325 | 2.88% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 154,299 | 7,159 | 0.0% | 0.0% | 103 | +44,119 | 40.04% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 153,190 | 7,108 | 0.0% | 0.0% | 104 | -4,069 | -2.59% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 146,412 | 6,793 | 0.75% | 0.73% | 105 | +3,263 | 2.28% | Q1 2026 | May 11, 2026 |
| N.E.W. Advisory Services LLC | History | New | 143,984 | 6,680 | 0.5% | — | 106 | +143,984 | New | Q1 2026 | May 04, 2026 |
| Essex Financial Services, Inc. | History | Added to | 141,768 | 6,578 | 0.37% | 0.3% | 107 | +25,732 | 22.18% | Q1 2026 | Apr 24, 2026 |
| Sovran Advisors, LLC | History | Added to | 133,080 | 6,576 | 0.52% | 0.52% | 108 | +3,616 | 2.79% | Q1 2026 | May 01, 2026 |
| Uniting Wealth Partners, LLC | History | New | 136,154 | 6,317 | 1.34% | — | 109 | +136,154 | New | Q1 2026 | Apr 22, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 134,141 | 6,224 | 2.3% | 2.51% | 110 | -18,788 | -12.29% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 132,942 | 6,168 | 0.13% | 0.08% | 111 | +52,668 | 65.61% | Q1 2026 | Apr 13, 2026 |
| ERn Financial, LLC | History | Reduced | 131,430 | 6,098 | 1.15% | 1.19% | 112 | -7,846 | -5.63% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 126,004 | 5,846 | 0.29% | — | 113 | +126,004 | New | Q1 2026 | Apr 23, 2026 |
| GGM Financial LLC | History | Added to | 119,057 | 5,524 | 2.54% | 2.31% | 114 | +14,662 | 14.04% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Added to | 116,764 | 5,417 | 0.15% | 0.1% | 115 | +39,360 | 50.85% | Q1 2026 | May 04, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 115,253 | 5,347 | 3.62% | 3.59% | 116 | +3,488 | 3.12% | Q1 2026 | May 05, 2026 |
| Prostatis Group LLC | History | Reduced | 114,475 | 5,311 | 1.36% | 1.26% | 117 | -1,258 | -1.09% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 108,681 | 5,042 | 0.54% | 0.52% | 118 | -1,337 | -1.22% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | New | 105,123 | 4,877 | 0.05% | — | 119 | +105,123 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 101,853 | 4,725 | 0.0% | 0.0% | 120 | +21,639 | 26.98% | Q1 2026 | May 14, 2026 |
| RDA Financial Network | History | Added to | 99,432 | 4,613 | 1.15% | 1.03% | 121 | +5,635 | 6.01% | Q1 2026 | Apr 08, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 97,496 | 4,433 | 1.47% | 1.43% | 122 | +2,089 | 2.19% | Q1 2026 | Apr 27, 2026 |
| Empire Life Investments Inc. | History | Reduced | 95,039 | 4,429 | 0.27% | 0.3% | 123 | -23,262 | -19.66% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 93,276 | 4,327 | 0.05% | 0.05% | 124 | +5,659 | 6.46% | Q1 2026 | Apr 28, 2026 |
| MOTCO | History | Added to | 90,786 | 4,212 | 0.39% | 0.35% | 125 | +7,048 | 8.42% | Q1 2026 | Apr 22, 2026 |
| Indivisible Partners | History | Added to | 90,532 | 4,200 | 0.37% | 0.4% | 126 | +10,234 | 12.75% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 86,135 | 3,996 | 0.02% | 0.02% | 127 | +33,088 | 62.37% | Q1 2026 | May 15, 2026 |
| ATX Financial Planning, LLC | History | Added to | 85,608 | 3,972 | 3.02% | 0.92% | 128 | +59,378 | 226.37% | Q1 2026 | Apr 30, 2026 |
| Belpointe Asset Management LLC | History | Added to | 83,275 | 3,863 | 0.14% | 0.1% | 129 | +22,439 | 36.88% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | New | 82,181 | 3,813 | 0.05% | — | 130 | +82,181 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 82,153 | 3,797 | 0.02% | 0.02% | 131 | -10,613 | -11.44% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 80,178 | 3,720 | 3.14% | 2.45% | 132 | +17,969 | 28.88% | Q1 2026 | Apr 17, 2026 |
| Faithward Advisors, LLC | History | Added to | 74,254 | 3,575 | 0.51% | 0.45% | 133 | +6,530 | 9.64% | Q1 2026 | Apr 17, 2026 |
| Elequin Capital, LP | History | New | 401,086 | 3,546 | 0.3% | — | 134 | +401,086 | New | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 76,270 | 3,538 | 0.07% | 0.03% | 135 | +40,724 | 114.57% | Q1 2026 | Apr 15, 2026 |
| Athena Wealth Management, LLC | History | Reduced | 75,471 | 3,501 | 2.86% | 3.39% | 136 | -1,036 | -1.35% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Added to | 72,860 | 3,380 | 0.12% | 0.1% | 137 | +5,461 | 8.1% | Q1 2026 | Apr 22, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 72,136 | 3,347 | 0.77% | 0.7% | 138 | +4,900 | 7.29% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 70,855 | 3,287 | 0.02% | 0.02% | 139 | +2,534 | 3.71% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 70,291 | 3,261 | 0.04% | 0.02% | 140 | +45,777 | 186.74% | Q1 2026 | May 12, 2026 |
| Elyxium Wealth, LLC | History | Added to | 67,398 | 3,127 | 1.0% | 0.6% | 141 | +20,243 | 42.93% | Q1 2026 | May 06, 2026 |
| Ballew Advisors, Inc | History | Added to | 64,737 | 3,115 | 1.76% | 1.37% | 142 | +12,775 | 24.59% | Q1 2026 | Apr 10, 2026 |
| Advisory Resource Group | History | New | 66,074 | 3,065 | 0.53% | — | 143 | +66,074 | New | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 58,436 | 2,711 | 0.33% | 0.26% | 144 | +13,259 | 29.35% | Q1 2026 | Apr 27, 2026 |
| Everest Financial Group LLC | History | Added to | 55,988 | 2,597 | 0.43% | 0.06% | 145 | +49,685 | 788.28% | Q1 2026 | May 15, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 54,718 | 2,538 | 1.76% | 1.68% | 146 | +839 | 1.56% | Q1 2026 | May 08, 2026 |
| Patten Group, Inc. | History | Added to | 53,907 | 2,501 | 0.43% | 0.41% | 147 | +5,670 | 11.75% | Q1 2026 | Apr 24, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 53,071 | 2,462 | 0.02% | 0.02% | 148 | +1,840 | 3.59% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 52,277 | 2,425 | 0.04% | 0.01% | 149 | +32,468 | 163.91% | Q1 2026 | Apr 27, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 51,469 | 2,388 | 1.14% | 0.31% | 150 | +32,505 | 171.4% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 50,944 | 2,363 | 0.02% | 0.01% | 151 | +11,270 | 28.41% | Q1 2026 | May 15, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 50,187 | 2,328 | 0.7% | 0.72% | 152 | -3,043 | -5.72% | Q1 2026 | Apr 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 49,907 | 2,315 | 0.09% | 0.04% | 153 | +27,287 | 120.63% | Q1 2026 | May 12, 2026 |
| WESPAC Advisors, LLC | History | Added to | 47,810 | 2,218 | 1.21% | 1.03% | 154 | +5,928 | 14.15% | Q1 2026 | Apr 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 46,487 | 2,156 | 0.07% | 0.05% | 155 | +9,181 | 24.61% | Q1 2026 | Apr 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 46,198 | 2,143 | 0.02% | 0.02% | 156 | +4,261 | 10.16% | Q1 2026 | May 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | New | 45,479 | 2,110 | 0.01% | — | 157 | +45,479 | New | Q1 2026 | May 15, 2026 |
| Heritage Trust Co | History | Added to | 43,651 | 2,025 | 0.2% | 0.11% | 158 | +20,497 | 88.52% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Added to | 41,693 | 1,934 | 0.1% | 0.08% | 159 | +2,137 | 5.4% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 40,876 | 1,896 | 0.18% | 0.06% | 160 | +27,085 | 196.4% | Q1 2026 | Apr 22, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 40,422 | 1,875 | 1.88% | 1.77% | 161 | -650 | -1.58% | Q1 2026 | May 13, 2026 |
| Kingsman Wealth Management, Inc. | History | Added to | 39,810 | 1,847 | 1.04% | 0.46% | 162 | +21,216 | 114.1% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 39,644 | 1,839 | 0.01% | 0.0% | 163 | +28,784 | 265.05% | Q1 2026 | Apr 24, 2026 |
| Breakwater Capital Group | History | Added to | 39,163 | 1,817 | 0.24% | 0.2% | 164 | +7,265 | 22.78% | Q1 2026 | Apr 20, 2026 |
| Sandhill Capital Partners LLC | History | New | 38,902 | 1,805 | 0.16% | — | 165 | +38,902 | New | Q1 2026 | May 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 38,552 | 1,788 | 0.11% | 0.09% | 166 | +6,104 | 18.81% | Q1 2026 | May 14, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 37,123 | 1,727 | 0.48% | 0.5% | 167 | -241 | -0.65% | Q1 2026 | Apr 08, 2026 |
| Focus Financial Network, Inc. | History | New | 36,180 | 1,678 | 0.06% | — | 169 | +36,180 | New | Q1 2026 | Apr 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 36,165 | 1,678 | 0.04% | 0.02% | 168 | +17,649 | 95.32% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 35,200 | 1,633 | 0.0% | 0.0% | 170 | +23,073 | 190.26% | Q1 2026 | May 13, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 33,276 | 1,544 | 0.36% | 0.36% | 172 | +211 | 0.64% | Q1 2026 | May 07, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 33,904 | 1,544 | 0.12% | 0.12% | 171 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 33,220 | 1,541 | 1.54% | 1.5% | 173 | +546 | 1.67% | Q1 2026 | Apr 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 30,562 | 1,418 | 0.03% | 0.03% | 174 | +2,603 | 9.31% | Q1 2026 | Apr 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 30,702 | 1,399 | 0.27% | 0.27% | 175 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Brooklyn Investment Group | History | New | 29,928 | 1,388 | 0.04% | — | 176 | +29,928 | New | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 29,100 | 1,350 | 0.0% | — | 177 | +29,100 | New | Q1 2026 | May 14, 2026 |
| Integrity Financial Corp /WA | History | Added to | 27,567 | 1,279 | 0.64% | 0.24% | 178 | +17,347 | 169.74% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 27,313 | 1,267 | 0.04% | — | 179 | +27,313 | New | Q1 2026 | May 15, 2026 |
| Greenline Wealth Management LLC | History | Added to | 27,265 | 1,265 | 1.46% | 0.93% | 180 | +7,532 | 38.17% | Q1 2026 | May 14, 2026 |
| Sonoma Allocations LLC | History | Added to | 26,047 | 1,217 | 0.42% | 0.08% | 181 | +20,925 | 408.53% | Q1 2026 | May 19, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 26,064 | 1,209 | 0.0% | 0.0% | 182 | +25,439 | 4070.24% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 26,297 | 1,198 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIRST UNITED BANK & TRUST | History | New | 25,795 | 1,196 | 0.39% | — | 184 | +25,795 | New | Q1 2026 | Apr 21, 2026 |
| JT Stratford LLC | History | New | 25,444 | 1,180 | 0.15% | — | 185 | +25,444 | New | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | New | 25,173 | 1,168 | 0.22% | — | 186 | +25,173 | New | Q1 2026 | May 14, 2026 |
| RMR Wealth Builders | History | Added to | 24,786 | 1,150 | 0.09% | 0.09% | 187 | +171 | 0.69% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 24,182 | 1,122 | 0.07% | 0.04% | 188 | +9,576 | 65.56% | Q1 2026 | May 13, 2026 |
| Briggs Wealth Management, Inc | History | New | 23,465 | 1,088 | 1.15% | — | 189 | +23,465 | New | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 22,945 | 1,065 | 0.03% | 0.01% | 190 | +15,040 | 190.26% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 22,884 | 1,061 | 0.08% | 0.06% | 191 | +3,007 | 15.13% | Q1 2026 | May 12, 2026 |
| Cox Capital Mgt LLC | History | Added to | 22,860 | 1,060 | 0.7% | 0.66% | 192 | +139 | 0.61% | Q1 2026 | Apr 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,777 | 1,056 | 0.0% | 0.0% | 193 | +9,445 | 70.84% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 22,601 | 1,048 | 0.01% | 0.01% | 194 | -465 | -2.02% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 20,548 | 953 | 0.06% | 0.05% | 195 | +2,077 | 11.24% | Q1 2026 | Apr 15, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 20,414 | 947 | 0.81% | — | 196 | +20,414 | New | Q1 2026 | Apr 13, 2026 |
| Secure Asset Management, LLC | History | Added to | 19,953 | 925 | 0.15% | 0.06% | 197 | +10,951 | 121.65% | Q1 2026 | Apr 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 19,459 | 902 | 0.0% | 0.0% | 198 | -990 | -4.84% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | New | 19,007 | 881 | 0.01% | — | 199 | +19,007 | New | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 18,801 | 872 | 0.06% | 0.03% | 200 | +10,005 | 113.74% | Q1 2026 | May 05, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 18,218 | 845 | 0.43% | 0.05% | 201 | +16,097 | 758.93% | Q1 2026 | May 04, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 17,730 | 822 | 0.1% | — | 202 | +17,730 | New | Q1 2026 | Apr 23, 2026 |
| Accurate Wealth Management, LLC | History | New | 16,590 | 793 | 0.1% | — | 203 | +16,590 | New | Q1 2026 | Apr 22, 2026 |
| Clear Point Advisors Inc. | History | Added to | 16,566 | 768 | 0.6% | 0.5% | 204 | +2,414 | 17.06% | Q1 2026 | Apr 28, 2026 |
| KINTRA WEALTH, LLC | History | New | 16,226 | 752 | 0.05% | — | 205 | +16,226 | New | Q1 2026 | May 15, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 16,081 | 746 | 0.26% | 0.21% | 206 | +4,490 | 38.74% | Q1 2026 | Apr 21, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 15,971 | 741 | 0.04% | 0.04% | 207 | -590 | -3.56% | Q1 2026 | Apr 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 15,770 | 731 | 0.37% | 0.37% | 208 | +778 | 5.19% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | Reduced | 15,226 | 706 | 0.05% | 0.06% | 209 | -867 | -5.39% | Q1 2026 | May 07, 2026 |
| Simplicity Wealth,LLC | History | New | 14,818 | 687 | 0.04% | — | 210 | +14,818 | New | Q1 2026 | Apr 30, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 14,630 | 678 | 0.15% | 0.14% | 211 | +1,551 | 11.86% | Q1 2026 | Apr 22, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 13,994 | 649 | 0.02% | 0.02% | 212 | -32 | -0.23% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | New | 13,867 | 643 | 0.0% | — | 213 | +13,867 | New | Q1 2026 | May 14, 2026 |
| Processus Wealth & Capital Management, LLC | History | Added to | 13,475 | 625 | 0.42% | 0.38% | 214 | +857 | 6.79% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 12,839 | 595 | 0.08% | 0.1% | 215 | -169 | -1.3% | Q1 2026 | May 08, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 12,580 | 583 | 0.05% | — | 216 | +12,580 | New | Q1 2026 | May 06, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 12,269 | 569 | 0.9% | 0.83% | 217 | +2,126 | 20.96% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | New | 12,163 | 564 | 0.01% | — | 218 | +12,163 | New | Q1 2026 | Apr 14, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 12,158 | 564 | 0.25% | — | 219 | +12,158 | New | Q1 2026 | Apr 24, 2026 |
| BROWN ADVISORY INC | History | No change | 12,102 | 561 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,008 | 559 | 0.01% | 0.0% | 221 | +3,472 | 40.67% | Q1 2026 | Apr 07, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 11,800 | 547 | 0.1% | 0.09% | 222 | +1,321 | 12.61% | Q1 2026 | Apr 23, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 11,260 | 522 | 0.19% | 0.12% | 223 | +4,185 | 59.15% | Q1 2026 | Apr 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 10,904 | 505 | 0.07% | 0.06% | 224 | +1,775 | 19.44% | Q1 2026 | May 13, 2026 |
| Synergy Asset Management, LLC | History | New | 10,785 | 500 | 0.05% | — | 225 | +10,785 | New | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,636 | 493 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Third View Private Wealth, LLC | History | New | 10,314 | 478 | 0.07% | — | 227 | +10,314 | New | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 9,923 | 460 | 0.03% | 0.01% | 228 | +4,410 | 79.99% | Q1 2026 | Apr 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 9,839 | 456 | 0.06% | 0.06% | 229 | -744 | -7.03% | Q1 2026 | May 05, 2026 |
| VICUS CAPITAL | History | Added to | 9,789 | 454 | 0.03% | 0.02% | 230 | +3,723 | 61.37% | Q1 2026 | Apr 22, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 9,685 | 449 | 0.07% | 0.08% | 231 | -1,167 | -10.75% | Q1 2026 | Apr 16, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 9,478 | 439 | 0.03% | 0.03% | 232 | +7 | 0.07% | Q1 2026 | Apr 30, 2026 |
| Advyzon Investment Management, LLC | History | New | 9,405 | 436 | 0.04% | — | 233 | +9,405 | New | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 9,100 | 422 | 0.02% | 0.03% | 234 | -1,047 | -10.32% | Q1 2026 | May 07, 2026 |
| Elevation Wealth Management LLC | History | Added to | 9,115 | 422 | 0.39% | 0.36% | 235 | +859 | 10.4% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 9,076 | 421 | 0.01% | 0.01% | 236 | +2,521 | 38.46% | Q1 2026 | Apr 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 9,066 | 420 | 0.0% | 0.0% | 237 | +6,547 | 259.9% | Q1 2026 | May 13, 2026 |
| Nvest Financial, LLC | History | No change | 8,784 | 407 | 0.15% | 0.17% | 238 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | New | 8,687 | 403 | 0.0% | — | 239 | +8,687 | New | Q1 2026 | May 12, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 8,600 | 399 | 0.17% | 0.17% | 240 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Carnegie Investment Counsel | History | No change | 8,563 | 397 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 8,329 | 386 | 0.01% | 0.01% | 242 | -7,008 | -45.69% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 8,292 | 384 | 0.04% | — | 244 | +8,292 | New | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,284 | 384 | 0.03% | 0.02% | 243 | -323 | -3.75% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 7,931 | 367 | 0.0% | — | 245 | +7,931 | New | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,720 | 358 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Wealth Management Group | History | New | 7,592 | 352 | 0.13% | — | 247 | +7,592 | New | Q1 2026 | Apr 01, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,456 | 345 | 0.0% | — | 248 | +7,456 | New | Q1 2026 | May 15, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 6,939 | 321 | 0.09% | 0.09% | 249 | -369 | -5.05% | Q1 2026 | Apr 27, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 6,742 | 312 | 0.16% | 0.16% | 250 | +316 | 4.92% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,617 | 307 | 0.0% | 0.0% | 251 | +1,135 | 20.7% | Q1 2026 | Apr 29, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 6,546 | 303 | 0.01% | — | 252 | +6,546 | New | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | New | 6,385 | 296 | 0.01% | — | 253 | +6,385 | New | Q1 2026 | May 19, 2026 |
| FMR LLC | History | Added to | 6,204 | 287 | 0.0% | 0.0% | 254 | +5,713 | 1163.54% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 6,023 | 279 | 0.0% | 0.0% | 255 | +1,036 | 20.77% | Q1 2026 | May 13, 2026 |
| Next Level Private LLC | History | Added to | 5,983 | 277 | 0.06% | 0.07% | 256 | +250 | 4.36% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,855 | 271 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 5,714 | 265 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,688 | 263 | 0.01% | — | 259 | +5,688 | New | Q1 2026 | Apr 28, 2026 |
| Clark Wealth Partners | History | Added to | 5,554 | 257 | 0.17% | 0.14% | 260 | +483 | 9.52% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | New | 5,286 | 245 | 0.0% | — | 261 | +5,286 | New | Q1 2026 | May 15, 2026 |
| Baron Wealth Management LLC | History | New | 5,212 | 241 | 0.07% | — | 262 | +5,212 | New | Q1 2026 | Apr 16, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 5,105 | 236 | 0.36% | — | 263 | +5,105 | New | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 5,004 | 232 | 0.0% | — | 264 | +5,004 | New | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 4,894 | 227 | 0.01% | — | 265 | +4,894 | New | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,742 | 220 | 0.01% | 0.01% | 266 | +2 | 0.04% | Q1 2026 | May 11, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 4,675 | 216 | 0.14% | 0.14% | 267 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lynx Investment Advisory | History | New | 4,621 | 214 | 0.1% | — | 269 | +4,621 | New | Q1 2026 | Apr 24, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 4,631 | 214 | 0.06% | 0.07% | 268 | -1,064 | -18.68% | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | New | 4,550 | 211 | 0.01% | — | 270 | +4,550 | New | Q1 2026 | May 13, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 4,523 | 209 | 0.04% | — | 271 | +4,523 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 4,418 | 204 | 0.0% | — | 274 | +4,418 | New | Q1 2026 | May 14, 2026 |
| Aureus Asset Management, LLC | History | New | 4,407 | 204 | 0.01% | — | 273 | +4,407 | New | Q1 2026 | May 13, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 4,405 | 204 | 0.02% | 0.02% | 272 | +4 | 0.09% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,910 | 181 | 0.0% | 0.0% | 275 | +353 | 9.92% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 3,836 | 177 | 0.0% | 0.0% | 276 | +637 | 19.91% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,371 | 156 | 0.0% | 0.0% | 277 | +748 | 28.52% | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,372 | 110 | 0.0% | 0.0% | 278 | +8 | 0.34% | Q1 2026 | Apr 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,036 | 94 | 0.0% | 0.0% | 279 | -34 | -1.64% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,950 | 90 | 0.01% | 0.0% | 280 | +600 | 44.44% | Q1 2026 | May 01, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,675 | 77 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | New | 1,608 | 74 | 0.04% | — | 282 | +1,608 | New | Q1 2026 | May 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,325 | 61 | 0.0% | — | 283 | +1,325 | New | Q1 2026 | Apr 14, 2026 |
| Vanguard National Trust Co | History | New | 1,300 | 60 | 0.0% | — | 285 | +1,300 | New | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,295 | 60 | 0.0% | — | 284 | +1,295 | New | Q1 2026 | May 13, 2026 |
| Northwest Capital Management Inc | History | No change | 1,293 | 58 | 0.25% | 0.25% | 286 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,280 | 58 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WFA of San Diego, LLC | History | No change | 1,225 | 56 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 770 | 35 | 0.0% | — | 289 | +770 | New | Q1 2026 | May 14, 2026 |
| Joseph Group Capital Management | History | New | 742 | 34 | 0.01% | — | 290 | +742 | New | Q1 2026 | May 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 658 | 30 | 0.01% | — | 291 | +658 | New | Q1 2026 | Apr 14, 2026 |
| Security National Bank | History | New | 626 | 29 | 0.0% | — | 292 | +626 | New | Q1 2026 | Apr 16, 2026 |
| Blue Trust, Inc. | History | New | 588 | 27 | 0.0% | — | 293 | +588 | New | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 443 | 20 | 0.0% | — | 294 | +443 | New | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | No change | 418 | 19 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 408 | 18 | 0.0% | — | 296 | +408 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 382 | 17 | 0.0% | — | 297 | +381 | 38100.0% | Q1 2026 | May 11, 2026 |
| Horizon Investments, LLC | History | Added to | 328 | 15 | 0.0% | 0.0% | 298 | +164 | 100.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 288 | 13 | 0.0% | 0.0% | 299 | +200 | 227.27% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | No change | 250 | 12 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 06, 2026 |