Global X Funds - QYLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Global X Japan Co., Ltd. | History | New | 15,775,171 | 270,544 | 13.91% | — | 1 | +15,775,171 | New | Q1 2026 | Apr 13, 2026 |
| LPL Financial LLC | History | Added to | 12,484,270 | 214,105 | 0.06% | 0.06% | 2 | +897,667 | 7.75% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 10,716,023 | 183,779 | 0.01% | 0.01% | 3 | -687,676 | -6.03% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,887,612 | 83,822 | 0.01% | 0.01% | 4 | +34,751 | 0.72% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,997,485 | 68,556 | 0.01% | 0.01% | 5 | -108,486 | -2.64% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,693,188 | 46,188 | 0.01% | 0.02% | 6 | -257,236 | -8.72% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,621,070 | 44,959 | 0.01% | 0.01% | 7 | +21,131 | 0.81% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,560,465 | 43,911 | 0.12% | 0.12% | 8 | +14,814 | 0.58% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,018,776 | 34,623 | 0.05% | 0.06% | 9 | -357,848 | -15.06% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,979,628 | 33,950 | 0.04% | 0.04% | 10 | -19,416 | -0.97% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,736,807 | 29,786 | 0.01% | 0.01% | 11 | -48,361 | -2.71% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,681,653 | 28,840 | 0.0% | 0.01% | 12 | -101,588 | -5.7% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Added to | 1,386,882 | 23,785 | 0.27% | 0.27% | 13 | +49,189 | 3.68% | Q1 2026 | Apr 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,377,774 | 23,240 | 0.03% | 0.04% | 14 | +39,208 | 2.93% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,295,978 | 22,226 | 0.01% | 0.0% | 15 | +1,068,210 | 468.99% | Q1 2026 | May 05, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 1,244,664 | 22,005 | 3.41% | 3.41% | 16 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,215,440 | 20,844 | 0.01% | 0.01% | 17 | +128,580 | 11.83% | Q1 2026 | May 04, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,189,090 | 20,392 | 0.49% | 0.5% | 18 | +89,683 | 8.16% | Q1 2026 | May 15, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,148,308 | 19,693 | 7.24% | 6.94% | 19 | +37,203 | 3.35% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,028,435 | 17,637 | 0.26% | 0.27% | 20 | +25,733 | 2.57% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,020,591 | 17,605 | 0.85% | 0.98% | 21 | -132,059 | -11.46% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 978,843 | 16,787 | 0.04% | 0.05% | 22 | +14,324 | 1.49% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 940,648 | 16,132 | 0.54% | 0.04% | 23 | +130,761 | 16.15% | Q1 2026 | Apr 23, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 788,765 | 13,527 | 6.92% | 7.03% | 24 | +34,953 | 4.64% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 676,379 | 11,599 | 0.32% | 0.28% | 25 | +58,227 | 9.42% | Q1 2026 | Apr 27, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 673,937 | 11,558 | 0.26% | 0.18% | 26 | +241,250 | 55.76% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 666,984 | 11,438 | 0.03% | 0.03% | 27 | -49,106 | -6.86% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 649,159 | 11,133 | 0.03% | 0.03% | 28 | +17,085 | 2.7% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 641,434 | 11,000 | 0.17% | 0.2% | 29 | +94,077 | 17.19% | Q1 2026 | May 15, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 613,338 | 10,837 | 3.51% | 3.51% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 612,697 | 10,507 | 0.01% | 0.01% | 31 | +8,894 | 1.47% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 571,949 | 9,808 | 0.01% | 0.01% | 32 | -26,384 | -4.41% | Q1 2026 | May 12, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 525,927 | 9,019 | 3.73% | 3.67% | 33 | +8,918 | 1.72% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 510,367 | 8,752 | 0.03% | 0.04% | 34 | -17,510 | -3.32% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 478,031 | 8,239 | 0.57% | 0.57% | 35 | +3,347 | 0.71% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 464,078 | 7,958 | 0.01% | 0.02% | 36 | -19,868 | -4.11% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 453,283 | 7,569 | 0.0% | 0.0% | 37 | +359,849 | 385.14% | Q1 2026 | May 13, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 415,818 | 7,131 | 1.68% | 2.02% | 38 | -73,340 | -14.99% | Q1 2026 | Apr 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 402,085 | 6,895 | 0.0% | 0.02% | 39 | -73,000 | -15.37% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 388,750 | 6,869 | 0.04% | 0.04% | 40 | +32,305 | 9.06% | Q1 2026 | May 15, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 390,162 | 6,691 | 1.47% | 1.87% | 41 | -85,339 | -17.95% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 336,661 | 5,773 | 0.0% | 0.0% | 42 | +136,961 | 68.58% | Q1 2026 | May 15, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 334,859 | 5,742 | 8.64% | 9.09% | 43 | -5,543 | -1.63% | Q1 2026 | May 05, 2026 |
| PFG Investments, LLC | History | Added to | 315,898 | 5,417 | 0.25% | 0.26% | 44 | +8,511 | 2.77% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 315,510 | 5,410 | 0.0% | 0.0% | 45 | +3,877 | 1.24% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 309,937 | 5,315 | 0.02% | 0.03% | 46 | -17,138 | -5.24% | Q1 2026 | Apr 24, 2026 |
| NFSG Corp | History | Reduced | 305,009 | 5,230 | 0.86% | 0.84% | 47 | -2,433 | -0.79% | Q1 2026 | May 05, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 294,731 | 5,054 | 0.91% | 1.3% | 48 | +22,483 | 8.26% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 290,406 | 4,980 | 0.01% | 0.01% | 49 | +2,969 | 1.03% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 287,071 | 4,923 | 0.04% | 0.04% | 50 | +4,497 | 1.59% | Q1 2026 | May 14, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 271,541 | 4,656 | 3.0% | 3.28% | 51 | -375 | -0.14% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 264,488 | 4,535 | 0.01% | 0.01% | 52 | +21,049 | 8.65% | Q1 2026 | Apr 27, 2026 |
| SOL Capital Management CO | History | New | 276,719 | 4,518 | 2.19% | — | 53 | +276,719 | New | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 254,766 | 4,369 | 0.0% | 0.0% | 54 | +48,578 | 23.56% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 240,497 | 4,124 | 0.05% | 0.06% | 55 | -27,990 | -10.43% | Q1 2026 | Apr 20, 2026 |
| Wealthfront Advisers LLC | History | Added to | 239,939 | 4,114 | 0.01% | 0.01% | 56 | +34,355 | 16.71% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | New | 237,057 | 4,065 | 0.03% | — | 57 | +237,057 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 232,053 | 3,979 | 0.04% | 0.05% | 58 | +8,197 | 3.66% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 223,733 | 3,837 | 0.09% | 0.1% | 59 | -11,711 | -4.97% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 218,885 | 3,753 | 0.13% | 0.12% | 60 | +16,946 | 8.39% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 218,102 | 3,740 | 0.02% | 0.02% | 61 | -2,907 | -1.32% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 211,840 | 3,633 | 0.08% | 0.09% | 62 | -4,348 | -2.01% | Q1 2026 | May 15, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | New | 208,395 | 3,574 | 3.8% | — | 63 | +208,395 | New | Q1 2026 | May 21, 2026 |
| Compass Financial Services Inc | History | Added to | 203,817 | 3,495 | 1.51% | 0.44% | 64 | +146,295 | 254.33% | Q1 2026 | May 01, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 201,617 | 3,457 | 0.02% | 0.03% | 65 | -182,450 | -47.5% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 200,149 | 3,432 | 0.0% | 0.0% | 66 | +9,695 | 5.09% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 191,323 | 3,281 | 0.0% | 0.0% | 67 | +6,110 | 3.3% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 190,439 | 3,264 | 0.01% | 0.01% | 68 | +13,555 | 7.66% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 182,745 | 3,134 | 0.02% | 0.02% | 69 | +7,204 | 4.1% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 172,430 | 3,086 | 0.06% | — | 70 | +172,430 | New | Q1 2026 | May 01, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 177,360 | 3,042 | 0.09% | 0.09% | 71 | +5,304 | 3.08% | Q1 2026 | Apr 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 175,228 | 3,005 | 0.32% | 0.35% | 72 | -9,252 | -5.02% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 174,948 | 3,000 | 0.03% | 0.05% | 73 | -87,773 | -33.41% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 173,483 | 2,975 | 0.11% | 0.1% | 74 | +10,696 | 6.57% | Q1 2026 | Apr 28, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 171,137 | 2,934 | 0.08% | 0.08% | 75 | +9,956 | 6.18% | Q1 2026 | May 12, 2026 |
| Anchor Capital Management Group Inc | History | No change | 169,500 | 2,906 | 2.02% | 1.46% | 76 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 167,408 | 2,871 | 0.09% | 0.08% | 77 | +23,953 | 16.7% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 167,210 | 2,867 | 0.01% | 0.01% | 78 | +45,500 | 37.38% | Q1 2026 | May 13, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 158,504 | 2,718 | 0.31% | 0.32% | 79 | -7,131 | -4.31% | Q1 2026 | May 04, 2026 |
| Redwood Financial Network Corp | History | Reduced | 157,415 | 2,699 | 1.77% | 1.78% | 80 | -911 | -0.58% | Q1 2026 | May 14, 2026 |
| Note Advisors, LLC | History | Added to | 149,408 | 2,562 | 1.28% | 1.29% | 81 | +6,398 | 4.47% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 140,285 | 2,405 | 0.14% | 0.14% | 82 | +7,198 | 5.41% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 138,465 | 2,374 | 0.01% | 0.01% | 83 | -17,784 | -11.38% | Q1 2026 | May 15, 2026 |
| RDA Financial Network | History | Reduced | 138,337 | 2,372 | 0.59% | 0.6% | 84 | -3,125 | -2.21% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 135,901 | 2,330 | 0.0% | 0.0% | 85 | -450,449 | -76.82% | Q1 2026 | May 12, 2026 |
| Rockport Wealth LLC | History | Reduced | 135,682 | 2,326 | 0.42% | 0.47% | 86 | -1,183 | -0.86% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Reduced | 127,969 | 2,194 | 0.03% | 0.05% | 87 | -54,029 | -29.69% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 127,724 | 2,190 | 0.08% | 0.08% | 88 | +595 | 0.47% | Q1 2026 | May 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 126,741 | 2,173 | 0.78% | 0.78% | 89 | +4,414 | 3.61% | Q1 2026 | May 14, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 126,394 | 2,167 | 0.36% | 0.35% | 90 | +6,418 | 5.35% | Q1 2026 | Apr 29, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 123,907 | 2,125 | 0.26% | 0.26% | 91 | +5,674 | 4.8% | Q1 2026 | May 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 123,594 | 2,119 | 0.25% | 0.23% | 92 | +30,231 | 32.38% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,280,800 | 2,106 | 0.0% | 0.0% | 93 | +2,025,756 | 19.75% | Q1 2026 | May 05, 2026 |
| Fiduciary Group, LLC | History | Added to | 118,979 | 2,040 | 0.17% | 0.16% | 94 | +9,916 | 9.09% | Q1 2026 | May 11, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 118,067 | 2,024 | 0.31% | 0.36% | 95 | -9,401 | -7.38% | Q1 2026 | Apr 23, 2026 |
| Astra Wealth Partners LLC | History | Added to | 118,000 | 2,023 | 1.21% | 0.55% | 96 | +65,500 | 124.76% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 116,788 | 2,002 | 0.02% | — | 97 | +116,788 | New | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 115,496 | 1,980 | 0.07% | 0.07% | 98 | +333 | 0.29% | Q1 2026 | Apr 20, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 115,242 | 1,976 | 0.21% | 0.23% | 99 | -6,762 | -5.54% | Q1 2026 | May 13, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 114,598 | 1,965 | 1.71% | 1.9% | 100 | -9,773 | -7.86% | Q1 2026 | May 07, 2026 |
| Independent Wealth Network Inc. | History | Added to | 114,056 | 1,956 | 0.58% | 0.61% | 101 | +831 | 0.73% | Q1 2026 | Apr 20, 2026 |
| VICUS CAPITAL | History | Reduced | 111,392 | 1,910 | 0.14% | 0.15% | 102 | -764 | -0.68% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 107,442 | 1,842 | 0.05% | 0.04% | 103 | +30,527 | 39.69% | Q1 2026 | May 13, 2026 |
| Significant Wealth Partners LLC | History | New | 106,250 | 1,822 | 2.24% | — | 104 | +106,250 | New | Q1 2026 | Apr 08, 2026 |
| Blue Chip Partners, LLC | History | Added to | 106,227 | 1,821 | 0.13% | 0.1% | 105 | +25,897 | 32.24% | Q1 2026 | May 15, 2026 |
| APS Management Group, Inc. | History | Added to | 105,766 | 1,813 | 1.55% | 1.49% | 106 | +7,327 | 7.44% | Q1 2026 | Apr 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 104,895 | 1,798 | 0.03% | 0.02% | 107 | +53,462 | 103.94% | Q1 2026 | Apr 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 104,770 | 1,796 | 0.1% | 0.11% | 108 | +51,956 | 98.38% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 103,249 | 1,770 | 0.08% | 0.1% | 109 | -17,139 | -14.24% | Q1 2026 | Apr 28, 2026 |
| J. Team Financial, Inc. | History | Reduced | 102,444 | 1,756 | 1.97% | 2.13% | 110 | -18,120 | -15.03% | Q1 2026 | Apr 22, 2026 |
| SHARPEPOINT LLC | History | Added to | 101,802 | 1,745 | 1.04% | 0.96% | 111 | +11,276 | 12.46% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 100,806 | 1,728 | 0.0% | 0.0% | 112 | -66,256 | -39.66% | Q1 2026 | May 14, 2026 |
| BKM Wealth Management, LLC | History | Added to | 99,990 | 1,714 | 0.63% | 0.64% | 113 | +1,415 | 1.44% | Q1 2026 | Apr 22, 2026 |
| Truepoint, Inc. | History | No change | 98,785 | 1,694 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Synergy Asset Management, LLC | History | New | 97,888 | 1,678 | 0.18% | — | 115 | +97,888 | New | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 94,507 | 1,669 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 93,542 | 1,604 | 0.03% | 0.03% | 117 | +13,756 | 17.24% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Added to | 91,103 | 1,562 | 0.03% | 0.02% | 118 | +25,180 | 38.2% | Q1 2026 | May 18, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 88,280 | 1,549 | 0.43% | 0.4% | 119 | +2,310 | 2.69% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 88,551 | 1,518 | 0.0% | 0.0% | 120 | -11,673 | -11.65% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | New | 83,802 | 1,500 | 0.02% | — | 121 | +83,802 | New | Q1 2026 | Apr 20, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 86,979 | 1,498 | 0.08% | 0.07% | 122 | -3,203 | -3.55% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 85,968 | 1,474 | 0.01% | 0.02% | 123 | +1,794 | 2.13% | Q1 2026 | May 06, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 85,868 | 1,472 | 0.04% | 0.04% | 124 | -4,675 | -5.16% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 85,502 | 1,466 | 0.04% | 0.04% | 125 | -458 | -0.53% | Q1 2026 | May 04, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 84,689 | 1,452 | 0.11% | 0.11% | 126 | +1,685 | 2.03% | Q1 2026 | May 14, 2026 |
| PMG Family Office LLC | History | Added to | 83,839 | 1,437 | 1.6% | 1.67% | 127 | +1,941 | 2.37% | Q1 2026 | Apr 17, 2026 |
| Register Financial Advisors LLC | History | Reduced | 83,725 | 1,435 | 0.53% | 0.58% | 128 | -100 | -0.12% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 83,574 | 1,433 | 0.03% | 0.04% | 129 | -3,925 | -4.49% | Q1 2026 | May 15, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 78,694 | 1,348 | 0.18% | 0.33% | 130 | -62,207 | -44.15% | Q1 2026 | Apr 27, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 77,383 | 1,327 | 0.49% | 0.62% | 131 | -20,686 | -21.09% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 76,825 | 1,317 | 0.02% | 0.03% | 132 | -12,717 | -14.2% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 74,905 | 1,284 | 0.02% | 0.02% | 133 | -4,777 | -6.0% | Q1 2026 | Apr 23, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 74,765 | 1,282 | 0.44% | 0.37% | 134 | +14,095 | 23.23% | Q1 2026 | Apr 09, 2026 |
| World Investment Advisors | History | Added to | 73,077 | 1,253 | 0.02% | 0.02% | 135 | +975 | 1.35% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 72,489 | 1,250 | 0.01% | 0.01% | 136 | +31,684 | 77.65% | Q1 2026 | Apr 07, 2026 |
| COMERICA BANK | History | No change | 69,520 | 1,228 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Headlands Technologies LLC | History | Added to | 70,723 | 1,212 | 0.14% | 0.02% | 138 | +56,842 | 409.49% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 70,364 | 1,206 | 0.01% | 0.01% | 139 | +6,079 | 9.46% | Q1 2026 | May 05, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 70,027 | 1,201 | 1.03% | 1.0% | 140 | -800 | -1.13% | Q1 2026 | Apr 27, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 69,030 | 1,183 | 0.02% | 0.02% | 141 | +5,329 | 8.37% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 67,430 | 1,156 | 0.0% | — | 142 | +67,430 | New | Q1 2026 | May 01, 2026 |
| HF Advisory Group, LLC | History | Reduced | 66,665 | 1,143 | 0.39% | 0.41% | 143 | -216 | -0.32% | Q1 2026 | Apr 21, 2026 |
| PSI Advisors, LLC | History | Added to | 65,843 | 1,129 | 0.27% | 0.22% | 144 | +16,843 | 34.37% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 65,803 | 1,128 | 0.01% | 0.02% | 145 | -10,356 | -13.6% | Q1 2026 | May 11, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 65,616 | 1,125 | 0.16% | 0.18% | 146 | -6,221 | -8.66% | Q1 2026 | Apr 21, 2026 |
| Jupiter Wealth Management LLC | History | No change | 62,034 | 1,124 | 0.44% | 0.48% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Added to | 65,109 | 1,116 | 0.05% | 0.05% | 148 | +7,773 | 13.56% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Added to | 62,980 | 1,080 | 0.22% | 0.23% | 149 | +1,474 | 2.4% | Q1 2026 | May 13, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 59,629 | 1,022 | 0.22% | 0.22% | 150 | -853 | -1.41% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 59,389 | 1,018 | 0.0% | 0.0% | 151 | -7,034 | -10.59% | Q1 2026 | May 08, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 58,889 | 1,009 | 0.36% | 0.34% | 152 | -3,105 | -5.01% | Q1 2026 | Apr 21, 2026 |
| Compound Planning, Inc. | History | Reduced | 58,022 | 995 | 0.03% | 0.04% | 153 | -26,051 | -30.99% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | History | Added to | 57,839 | 991 | 0.07% | 0.07% | 154 | +3,206 | 5.87% | Q1 2026 | May 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 57,509 | 986 | 0.12% | 0.15% | 155 | -10,856 | -15.88% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 56,476 | 976 | 0.0% | 0.0% | 156 | -53,404 | -48.6% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 56,005 | 960 | 0.03% | 0.03% | 157 | +4,353 | 8.43% | Q1 2026 | Apr 08, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 54,119 | 928 | 0.06% | 0.08% | 158 | -2,495 | -4.41% | Q1 2026 | Apr 17, 2026 |
| Benchmark Financial, LLC | History | Added to | 52,500 | 900 | 0.81% | 0.88% | 159 | +2,500 | 5.0% | Q1 2026 | Apr 21, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 50,685 | 895 | 0.94% | 0.94% | 160 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| TLWM | History | Added to | 51,842 | 889 | 0.16% | 0.13% | 161 | +10,687 | 25.97% | Q1 2026 | Apr 08, 2026 |
| XML Financial, LLC | History | Added to | 51,852 | 889 | 0.07% | 0.07% | 162 | +1,613 | 3.21% | Q1 2026 | Apr 16, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 51,402 | 881 | 0.45% | 0.5% | 163 | -972 | -1.86% | Q1 2026 | May 15, 2026 |
| Bensler, LLC | History | Reduced | 51,153 | 877 | 0.09% | 0.11% | 164 | -11,736 | -18.66% | Q1 2026 | May 01, 2026 |
| Trilogy Capital Inc. | History | Added to | 50,716 | 869 | 0.04% | 0.03% | 165 | +13,484 | 36.22% | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 50,637 | 868 | 0.0% | 0.0% | 166 | +2,803 | 5.86% | Q1 2026 | May 08, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 48,505 | 831 | 0.21% | 0.38% | 167 | -29,867 | -38.11% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | Added to | 48,151 | 825 | 0.01% | 0.01% | 168 | +31,051 | 181.58% | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 47,215 | 809 | 0.15% | 0.12% | 169 | +10,295 | 27.88% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Added to | 47,008 | 806 | 0.04% | 0.03% | 170 | +7,391 | 18.66% | Q1 2026 | May 14, 2026 |
| Collier Financial | History | Added to | 45,617 | 782 | 0.6% | 0.51% | 171 | +6,939 | 17.94% | Q1 2026 | May 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 45,390 | 778 | 0.17% | 0.17% | 172 | +479 | 1.07% | Q1 2026 | May 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 43,793 | 751 | 0.05% | 0.07% | 173 | -22,888 | -34.32% | Q1 2026 | May 21, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 42,478 | 728 | 0.04% | 0.04% | 174 | +4,483 | 11.8% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 41,612 | 713 | 0.0% | — | 175 | +41,612 | New | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 39,945 | 685 | 0.04% | 0.06% | 177 | -14,898 | -27.16% | Q1 2026 | Apr 30, 2026 |
| Lido Advisors, LLC | History | Reduced | 39,970 | 685 | 0.0% | 0.0% | 176 | -7,778 | -16.29% | Q1 2026 | May 13, 2026 |
| Garner Asset Management Corp | History | Reduced | 39,597 | 679 | 0.27% | 0.27% | 178 | -38 | -0.1% | Q1 2026 | Apr 28, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 39,223 | 672 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Zhang Financial LLC | History | New | 39,000 | 668 | 0.02% | — | 180 | +39,000 | New | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 38,871 | 666 | 0.02% | 0.03% | 181 | +4,650 | 13.59% | Q1 2026 | May 19, 2026 |
| Focus Partners Wealth | History | Reduced | 37,970 | 651 | 0.0% | 0.0% | 182 | -2,579 | -6.36% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 41,121 | 650 | 0.0% | 0.0% | 183 | +1,935 | 4.94% | Q1 2026 | May 15, 2026 |
| E-Wealth Partners, LLC | History | No change | 36,067 | 637 | 0.54% | 0.54% | 184 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 36,868 | 632 | 0.06% | 0.04% | 186 | +16,607 | 81.97% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 36,882 | 632 | 0.04% | 0.05% | 185 | -1,706 | -4.42% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 36,834 | 631 | 0.03% | 0.03% | 187 | -687 | -1.83% | Q1 2026 | Apr 28, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 36,673 | 628 | 0.29% | 0.38% | 189 | -24,676 | -40.22% | Q1 2026 | May 05, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 36,664 | 628 | 0.06% | 0.07% | 188 | -3,687 | -9.14% | Q1 2026 | Apr 30, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 36,306 | 622 | 0.26% | 0.27% | 190 | +1,075 | 3.05% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 36,227 | 621 | 0.01% | 0.01% | 191 | -544 | -1.48% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 35,019 | 600 | 0.16% | 0.14% | 192 | +6,365 | 22.21% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 34,859 | 597 | 0.01% | 0.01% | 193 | -101 | -0.29% | Q1 2026 | Apr 13, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 34,639 | 594 | 0.39% | 0.43% | 194 | -370 | -1.06% | Q1 2026 | Apr 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 33,574 | 575 | 0.01% | 0.01% | 195 | +161 | 0.48% | Q1 2026 | May 11, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 32,964 | 569 | 0.12% | 0.13% | 196 | -1,003 | -2.95% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 31,760 | 565 | 0.01% | 0.01% | 198 | -1,354 | -4.09% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 32,955 | 565 | 0.0% | 0.0% | 197 | -1 | -0.0% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 32,481 | 557 | 0.0% | 0.0% | 199 | +6,179 | 23.49% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 32,126 | 550 | 0.02% | 0.02% | 200 | +1,470 | 4.8% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 32,105 | 550 | 0.01% | 0.01% | 201 | -822 | -2.5% | Q1 2026 | May 14, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 31,694 | 543 | 0.55% | 0.73% | 202 | -6,965 | -18.02% | Q1 2026 | May 12, 2026 |
| Front Row Advisors LLC | History | No change | 31,660 | 542 | 0.18% | 0.19% | 203 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| City Center Advisors, LLC | History | Added to | 31,594 | 541 | 0.5% | 0.49% | 204 | +1,583 | 5.27% | Q1 2026 | Apr 07, 2026 |
| Genesis Financial Group, LLC | History | Added to | 31,014 | 531 | 0.34% | 0.29% | 205 | +3,041 | 10.87% | Q1 2026 | May 18, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 30,401 | 521 | 0.0% | 0.0% | 206 | -54,583 | -64.23% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 30,220 | 518 | 0.04% | — | 207 | +30,220 | New | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 30,034 | 515 | 0.0% | 0.01% | 208 | -19,171 | -38.96% | Q1 2026 | May 13, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 29,685 | 509 | 0.54% | 1.23% | 209 | -36,609 | -55.22% | Q1 2026 | May 07, 2026 |
| Sovran Advisors, LLC | History | Reduced | 28,115 | 505 | 0.04% | 0.04% | 210 | -1,294 | -4.4% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Added to | 29,383 | 503 | 0.0% | 0.0% | 211 | +6,631 | 29.14% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 29,298 | 502 | 0.01% | 0.02% | 213 | +56 | 0.19% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 29,297 | 502 | 0.01% | 0.01% | 212 | +55 | 0.19% | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 28,068 | 481 | 0.04% | 0.03% | 214 | +2,612 | 10.26% | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | Added to | 27,980 | 479 | 0.16% | 0.16% | 215 | +1,637 | 6.21% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 27,777 | 476 | 0.02% | 0.02% | 216 | +3,198 | 13.01% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 26,430 | 467 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 27,113 | 464 | 0.08% | — | 218 | +27,113 | New | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 26,275 | 450 | 0.0% | 0.0% | 219 | -6,089 | -18.81% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 25,876 | 432 | 0.03% | 0.02% | 220 | +347 | 1.36% | Q1 2026 | Apr 24, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 25,024 | 429 | 0.16% | 0.15% | 221 | +1,062 | 4.43% | Q1 2026 | Apr 08, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 24,571 | 421 | 0.1% | 0.14% | 222 | -6,038 | -19.73% | Q1 2026 | May 11, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 24,500 | 420 | 0.1% | 0.14% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Palacios Wealth Management, LLC | History | Added to | 22,945 | 412 | 0.26% | 0.28% | 224 | +2,290 | 11.09% | Q1 2026 | May 11, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 23,904 | 409 | 0.04% | 0.03% | 225 | -6,190 | -20.57% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 22,888 | 408 | 0.02% | 0.02% | 226 | -6,059 | -20.93% | Q1 2026 | May 18, 2026 |
| Westend Capital Management, LLC | History | Reduced | 23,660 | 405 | 0.12% | 0.17% | 227 | -10,145 | -30.01% | Q1 2026 | Apr 14, 2026 |
| MBL Wealth, LLC | History | No change | 23,567 | 404 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 22,885 | 404 | 0.61% | 0.61% | 229 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| NBC SECURITIES, INC. | History | Added to | 23,472 | 402 | 0.03% | 0.03% | 230 | +1,440 | 6.54% | Q1 2026 | Apr 14, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 23,148 | 396 | 0.24% | 0.32% | 231 | -6,367 | -21.57% | Q1 2026 | Apr 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 23,088 | 395 | 0.01% | 0.01% | 232 | +672 | 3.0% | Q1 2026 | Apr 15, 2026 |
| ELCO Management Co., LLC | History | Reduced | 22,400 | 384 | 0.18% | 0.26% | 233 | -1,000 | -4.27% | Q1 2026 | Apr 23, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 22,327 | 382 | 0.07% | 0.09% | 234 | +56 | 0.25% | Q1 2026 | May 15, 2026 |
| Alteri Wealth LLC | History | Added to | 22,222 | 381 | 0.12% | 0.11% | 235 | +3,265 | 17.22% | Q1 2026 | May 06, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 22,128 | 379 | 0.15% | 0.16% | 236 | +654 | 3.05% | Q1 2026 | May 12, 2026 |
| Meadowbrook Wealth Management, LLC | History | No change | 22,100 | 379 | 0.5% | 0.45% | 237 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Strategic Financial Concepts, LLC | History | New | 21,985 | 377 | 0.09% | — | 238 | +21,985 | New | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 21,851 | 374 | 0.01% | 0.01% | 239 | +299 | 1.39% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 21,636 | 371 | 0.0% | 0.0% | 240 | -834 | -3.71% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 21,548 | 369 | 0.03% | 0.03% | 241 | +132 | 0.62% | Q1 2026 | Apr 08, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 21,629 | 361 | 0.41% | 0.39% | 242 | -810 | -3.61% | Q1 2026 | May 15, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 20,897 | 358 | 0.19% | 0.11% | 243 | -918 | -4.21% | Q1 2026 | Apr 15, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 20,793 | 356 | 0.02% | 0.02% | 244 | +1,753 | 9.21% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 20,480 | 351 | 0.0% | 0.0% | 245 | +3,121 | 17.98% | Q1 2026 | May 08, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 19,697 | 347 | 0.1% | 0.08% | 246 | +2,772 | 16.38% | Q1 2026 | Apr 16, 2026 |
| Vanguard Capital Wealth Advisors | History | Added to | 218,230 | 346 | 0.32% | 0.3% | 247 | +197,036 | 929.68% | Q1 2026 | Apr 21, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 19,954 | 342 | 0.03% | 0.02% | 248 | -1,223 | -5.78% | Q1 2026 | May 20, 2026 |
| Accel Wealth Management | History | Reduced | 19,907 | 341 | 0.09% | 0.65% | 250 | -114,169 | -85.15% | Q1 2026 | Apr 08, 2026 |
| Berger Financial Group, Inc | History | Reduced | 19,932 | 341 | 0.02% | 0.02% | 249 | -105 | -0.52% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 19,506 | 334 | 0.0% | 0.0% | 251 | -28,053 | -58.99% | Q1 2026 | Apr 29, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 19,406 | 332 | 0.2% | 0.23% | 252 | +520 | 2.75% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,239 | 330 | 0.0% | 0.0% | 253 | -1,619 | -7.76% | Q1 2026 | May 01, 2026 |
| Copley Financial Group, Inc. | History | Added to | 18,958 | 325 | 0.2% | 0.15% | 255 | +5,545 | 41.34% | Q1 2026 | May 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 18,958 | 325 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 18,411 | 315 | 0.09% | 0.1% | 256 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 18,151 | 311 | 0.22% | 0.23% | 257 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 18,127 | 310 | 0.04% | 0.04% | 258 | +66 | 0.37% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Added to | 17,902 | 307 | 0.0% | 0.0% | 259 | +4,536 | 33.94% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 17,918 | 307 | 0.03% | 0.03% | 260 | -158 | -0.87% | Q1 2026 | Apr 23, 2026 |
| Regal Investment Advisors LLC | History | Added to | 17,874 | 306 | 0.02% | 0.02% | 261 | +3,296 | 22.61% | Q1 2026 | May 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 17,850 | 306 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 17,692 | 304 | 0.0% | 0.0% | 263 | +6,792 | 62.31% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Added to | 17,424 | 298 | 0.01% | 0.01% | 264 | +48 | 0.28% | Q1 2026 | May 15, 2026 |
| Weaver Consulting Group | History | Reduced | 17,323 | 297 | 0.07% | 0.08% | 265 | -2,229 | -11.4% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 17,239 | 295 | 0.01% | 0.0% | 266 | +6,327 | 57.98% | Q1 2026 | May 13, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 16,783 | 287 | 0.04% | 0.22% | 268 | -85,867 | -83.65% | Q1 2026 | May 04, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 16,751 | 287 | 0.04% | 0.04% | 267 | +5 | 0.03% | Q1 2026 | Apr 27, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 16,705 | 286 | 0.18% | 0.17% | 269 | +1,355 | 8.83% | Q1 2026 | May 15, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 16,604 | 284 | 0.03% | 0.03% | 270 | +2,391 | 16.82% | Q1 2026 | Apr 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 16,583 | 284 | 0.13% | 0.13% | 271 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| United Advisor Group, LLC | History | Reduced | 16,500 | 282 | 0.03% | 0.04% | 272 | -301 | -1.79% | Q1 2026 | Apr 17, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 16,253 | 278 | 0.14% | 0.14% | 273 | -144 | -0.88% | Q1 2026 | Apr 22, 2026 |
| ETF Store, Inc. | History | Added to | 16,182 | 277 | 0.27% | 0.29% | 274 | +269 | 1.69% | Q1 2026 | Apr 30, 2026 |
| Encompass More Asset Management | History | Added to | 16,117 | 276 | 0.05% | 0.05% | 275 | +613 | 3.95% | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Added to | 15,916 | 272 | 0.01% | 0.01% | 276 | +312 | 2.0% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 15,821 | 271 | 0.0% | 0.0% | 277 | +64 | 0.41% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | New | 15,605 | 267 | 0.0% | — | 278 | +15,605 | New | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 15,489 | 265 | 0.02% | 0.01% | 280 | +5,436 | 54.07% | Q1 2026 | Apr 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 15,501 | 265 | 0.01% | 0.01% | 279 | +2,833 | 22.36% | Q1 2026 | May 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 15,278 | 262 | 0.09% | 0.08% | 282 | +2,871 | 23.14% | Q1 2026 | Apr 08, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 15,308 | 262 | 0.05% | 0.04% | 281 | +1,990 | 14.94% | Q1 2026 | Apr 20, 2026 |
| BNB Wealth Management, LLC | History | No change | 15,220 | 261 | 0.17% | 0.17% | 283 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | Added to | 15,092 | 258 | 0.04% | 0.04% | 284 | +25 | 0.17% | Q1 2026 | Apr 17, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 15,005 | 257 | 0.0% | — | 286 | +15,005 | New | Q1 2026 | May 01, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 14,548 | 257 | 0.11% | 0.11% | 285 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 14,863 | 254 | 0.0% | 0.0% | 287 | -29,505 | -66.5% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 14,795 | 253 | 0.01% | 0.01% | 288 | +320 | 2.21% | Q1 2026 | Apr 30, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 14,802 | 253 | 0.0% | 0.0% | 289 | +255 | 1.75% | Q1 2026 | Apr 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 14,658 | 251 | 0.01% | 0.01% | 290 | -204 | -1.37% | Q1 2026 | Apr 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,537 | 249 | 0.0% | 0.0% | 291 | +81 | 0.56% | Q1 2026 | Apr 22, 2026 |
| GeoWealth Management, LLC | History | Reduced | 14,448 | 247 | 0.01% | 0.01% | 292 | -26 | -0.18% | Q1 2026 | May 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 14,081 | 241 | 0.07% | 0.07% | 293 | +845 | 6.38% | Q1 2026 | Apr 06, 2026 |
| Patten Group, Inc. | History | Reduced | 14,037 | 240 | 0.04% | 0.06% | 294 | -3,463 | -19.79% | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 13,642 | 233 | 0.01% | 0.01% | 295 | -2,587 | -15.94% | Q1 2026 | May 06, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 13,190 | 226 | 0.15% | 0.15% | 296 | -80 | -0.6% | Q1 2026 | Apr 21, 2026 |
| Great Waters Wealth Management | History | Reduced | 13,066 | 224 | 0.02% | 0.03% | 297 | -518 | -3.81% | Q1 2026 | Apr 17, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 13,355 | 223 | 0.01% | 0.01% | 299 | -1,164 | -8.02% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 13,027 | 223 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Prostatis Group LLC | History | New | 12,819 | 219 | 0.06% | — | 300 | +12,819 | New | Q1 2026 | May 12, 2026 |