RIO TINTO PLC - RIO

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
Fisher Asset Management, LLC History Added to 20,135,992 1,878,486 0.64% 0.54% 1 +493,248 2.51% Q1 2026 May 05, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 10,931,820 1,019,829 0.8% 0.69% 2 0 0.0% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 8,876,488 828,087 0.1% 0.11% 3 -2,188,296 -19.78% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 4,889,374 456,129 0.03% 0.03% 4 -815,543 -14.3% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 4,439,538 414,164 0.05% 0.04% 5 +233,288 5.55% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 4,237,751 395,339 0.54% 0.48% 6 +192,591 4.76% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 3,710,224 346,126 0.19% 0.18% 7 -176,111 -4.53% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,623,294 338,017 0.02% 0.02% 8 +225,016 6.62% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Added to 2,470,604 230,482 0.26% 0.2% 9 +10,686 0.43% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 2,454,902 229,063 0.17% 0.13% 10 +231,400 10.41% Q1 2026 May 14, 2026
FMR LLC History Added to 2,180,186 203,389 0.01% 0.01% 11 +254,409 13.21% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 2,108,295 196,682 0.0% 0.0% 12 +334,393 18.85% Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 2,056,347 191,836 0.07% 0.06% 13 -165,122 -7.43% Q1 2026 May 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 2,004,837 187,031 0.48% 0.32% 14 +436,593 27.84% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Added to 1,978,525 184,576 0.02% 0.0% 15 +1,583,725 401.15% Q1 2026 May 12, 2026
HARDING LOEVNER LP History Reduced 1,971,227 183,951 1.89% 1.45% 16 -82,643 -4.02% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 1,949,753 173,177 0.01% 0.01% 17 +574,792 41.8% Q1 2026 May 13, 2026
NORTHERN TRUST CORP History Added to 1,839,582 171,614 0.02% 0.02% 18 +135,019 7.92% Q1 2026 May 14, 2026
NATIXIS ADVISORS, LLC History Added to 1,748,965 163,161 0.23% 0.18% 19 +161,578 10.18% Q1 2026 May 13, 2026
CITIGROUP INC History Reduced 1,727,079 161,119 0.07% 0.07% 20 -199,765 -10.37% Q1 2026 May 11, 2026
UBS Group AG History Reduced 1,712,839 159,790 0.02% 0.02% 21 -12,471 -0.72% Q1 2026 May 05, 2026
CITADEL ADVISORS LLC History Reduced 1,706,548 159,203 0.03% 0.03% 22 -480,128 -21.96% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,682,927 156,834 0.03% 0.03% 23 -97,027 -5.45% Q1 2026 May 07, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,725,801 149,527 0.07% 0.0% 24 +1,678,725 3565.99% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 1,437,218 142,787 0.07% 0.07% 25 -365,216 -20.26% Q1 2026 May 12, 2026
EARNEST PARTNERS LLC History Reduced 1,442,986 134,616 0.56% 0.52% 26 -72,863 -4.81% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,317,179 122,879 0.02% 0.02% 27 -138,333 -9.5% Q1 2026 May 11, 2026
ROYAL BANK OF CANADA History Reduced 1,209,010 112,790 0.02% 0.02% 28 -87,583 -6.75% Q1 2026 May 15, 2026
Altshuler Shaham Ltd History New 1,144,000 106,723 1.93% — 29 +1,144,000 New Q1 2026 May 18, 2026
Palliser Capital (UK) Ltd History Reduced 1,037,233 96,763 75.1% 65.83% 30 -170,517 -14.12% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 965,800 90,099 0.14% 0.02% 31 +779,200 417.58% Q1 2026 May 14, 2026
Clearbridge Investments, LLC History New 892,474 83,258 0.07% — 32 +892,474 New Q1 2026 May 13, 2026
TODD ASSET MANAGEMENT LLC History Reduced 874,659 81,597 1.6% 1.69% 33 -210,156 -19.37% Q1 2026 May 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 871,668 81,268 0.03% 0.02% 34 +114,426 15.11% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 838,415 78,215 0.02% 0.01% 35 +296,301 54.66% Q1 2026 May 04, 2026
FRANKLIN RESOURCES INC History Reduced 784,232 73,161 0.02% 0.03% 36 -611,423 -43.81% Q1 2026 May 13, 2026
PEAK6 LLC History Reduced 765,100 71,376 0.17% 0.17% 37 -384,100 -33.42% Q1 2026 May 13, 2026
MILFORD FUNDS LTD History Reduced 671,339 62,629 1.31% 1.83% 38 -492,515 -42.32% Q1 2026 May 14, 2026
Cullen Capital Management, LLC History Added to 656,864 61,278 0.63% 0.44% 39 +157,996 31.67% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 641,205 59,818 0.02% 0.06% 40 -1,575,730 -71.08% Q1 2026 May 06, 2026
1832 Asset Management L.P. History Added to 640,080 59,713 0.05% 0.04% 41 +14,750 2.36% Q1 2026 May 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 624,596 58,268 0.01% 0.01% 42 -262,565 -29.6% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 595,530 55,556 0.03% 0.02% 43 +176,662 42.18% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 564,191 52,634 0.05% 0.04% 44 +6,407 1.15% Q1 2026 May 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 545,770 50,915 0.39% 0.42% 45 -152,000 -21.78% Q1 2026 May 04, 2026
CAPITAL ADVISORS INC/OK History Added to 529,596 49,405 0.79% 0.68% 46 +4,147 0.79% Q1 2026 Apr 27, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 524,602 48,940 0.08% 0.08% 47 -150,000 -22.24% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 519,977 48,508 0.03% 0.03% 48 -43,865 -7.78% Q1 2026 May 13, 2026
LPL Financial LLC History Added to 514,691 48,015 0.01% 0.01% 49 +53,804 11.67% Q1 2026 May 06, 2026
Creative Planning History Added to 505,442 47,152 0.03% 0.03% 50 +46,516 10.14% Q1 2026 May 12, 2026
Squarepoint Ops LLC History Added to 494,374 46,120 0.05% 0.03% 51 +117,874 31.31% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Added to 460,035 42,916 0.11% 0.04% 52 +310,994 208.66% Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 455,797 42,521 0.01% 0.01% 53 -140,924 -23.62% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 443,751 41,448 0.01% 0.01% 54 -77,532 -14.87% Q1 2026 May 15, 2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC History No change 425,000 39,648 1.33% 1.27% 55 0 0.0% Q1 2026 May 08, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 368,340 38,925 0.01% 0.01% 56 +20,658 5.94% Q1 2026 May 14, 2026
Aberdeen Group plc History Reduced 403,172 37,611 0.06% 0.05% 57 -575 -0.14% Q1 2026 Apr 29, 2026
D. E. Shaw & Co., Inc. History Added to 349,393 32,594 0.02% 0.0% 58 +311,983 833.96% Q1 2026 May 15, 2026
Walleye Trading LLC History Reduced 305,111 28,463 0.05% 0.04% 59 -42,103 -12.13% Q1 2026 May 08, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 287,629 26,832 0.58% 0.48% 60 -209 -0.07% Q1 2026 Apr 30, 2026
ABC ARBITRAGE SA History Reduced 279,807 26,103 3.47% 2.54% 61 -59,084 -17.43% Q1 2026 May 04, 2026
GABELLI FUNDS LLC History Reduced 276,300 25,776 0.17% 0.2% 62 -90,600 -24.69% Q1 2026 May 14, 2026
Walleye Capital LLC History Reduced 251,719 23,482 0.1% 0.13% 63 -266,780 -51.45% Q1 2026 May 13, 2026
FIL Ltd History Added to 246,237 22,971 0.02% 0.01% 64 +9,472 4.0% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 240,622 22,444 0.02% 0.06% 65 -606,863 -71.61% Q1 2026 May 14, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 234,303 21,858 0.62% 0.48% 66 +25,908 12.43% Q1 2026 May 12, 2026
STIFEL FINANCIAL CORP History Reduced 234,226 21,851 0.02% 0.02% 67 -9,248 -3.8% Q1 2026 May 12, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 214,748 20,033 0.09% 0.14% 68 -436,383 -67.02% Q1 2026 May 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 212,538 19,827 0.14% 0.01% 69 +196,815 1251.76% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 210,400 19,628 0.04% 0.04% 70 -70,101 -24.99% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 206,862 19,298 0.02% 0.01% 71 +94,424 83.98% Q1 2026 Apr 16, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 206,653 19,278 0.01% 0.01% 72 -105,178 -33.73% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 200,280 18,684 0.03% 0.02% 73 +49,654 32.97% Q1 2026 May 15, 2026
Oak Harvest Investment Services History Added to 197,554 18,429 1.92% 1.66% 74 +7,496 3.94% Q1 2026 Apr 22, 2026
SteelPeak Wealth, LLC History Reduced 191,195 18,322 0.56% 0.52% 75 -6,595 -3.33% Q1 2026 May 05, 2026
CULLEN/FROST BANKERS, INC. History Added to 195,769 18,263 0.21% 0.16% 76 +9,666 5.19% Q1 2026 May 05, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 194,311 18,127 0.0% 0.0% 77 +32,766 20.28% Q1 2026 May 15, 2026
JENNISON ASSOCIATES LLC History Added to 192,748 17,981 0.01% 0.01% 78 +5,479 2.93% Q1 2026 May 06, 2026
Parallax Volatility Advisers, L.P. History Reduced 180,574 17,645 0.05% 0.04% 79 -87,326 -32.6% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 186,490 17,401 0.03% 0.02% 80 -11,513 -5.81% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Reduced 185,375 17,294 0.01% 0.01% 81 -25,362 -12.03% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 183,998 17,165 0.09% 0.07% 82 +19,471 11.83% Q1 2026 May 13, 2026
Cetera Investment Advisers History Added to 181,852 16,964 0.02% 0.02% 83 +8,219 4.73% Q1 2026 May 13, 2026
Catalyst Funds Management Pty Ltd History Reduced 175,307 16,354 2.77% 5.6% 84 -126,300 -41.88% Q1 2026 May 11, 2026
SCS Capital Management LLC History Added to 170,697 16,306 0.17% 0.0% 85 +167,864 5925.31% Q1 2026 May 11, 2026
SCOTIA CAPITAL INC. History Added to 172,289 16,072 0.07% 0.03% 86 +81,953 90.72% Q1 2026 May 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 170,402 15,896 0.02% 0.02% 87 -8,866 -4.95% Q1 2026 May 06, 2026
DRW Securities, LLC History Added to 150,305 14,021 0.19% 0.1% 88 +102,293 213.06% Q1 2026 May 13, 2026
Bell Bank History Reduced 149,635 13,959 0.59% 0.58% 89 -20,417 -12.01% Q1 2026 Apr 23, 2026
Capital Wealth Planning, LLC History Added to 145,308 13,555 0.07% 0.06% 90 +23,680 19.47% Q1 2026 May 15, 2026
Greenline Partners, LLC History Added to 144,834 13,511 1.45% 1.32% 91 +350 0.24% Q1 2026 May 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 140,494 13,106 0.15% 0.11% 92 +26,234 22.96% Q1 2026 Apr 23, 2026
COHEN & STEERS, INC. History Added to 137,879 12,863 0.02% 0.02% 93 +562 0.41% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 137,651 12,841 0.0% 0.0% 94 +2,071 1.53% Q1 2026 May 05, 2026
Foresight Global Investors, Inc. History Reduced 133,534 12,457 8.09% 6.17% 95 -30,245 -18.47% Q1 2026 May 12, 2026
QSM Asset Management Ltd History Reduced 135,057 12,416 6.08% 10.57% 96 -95,643 -41.46% Q1 2026 Apr 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 129,867 12,115 0.02% 0.02% 97 -67,742 -34.28% Q1 2026 Apr 27, 2026
Kapitalo Investimentos Ltda History No change 127,754 11,918 2.24% 1.96% 98 0 0.0% Q1 2026 May 07, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 127,144 11,861 0.01% 0.0% 99 +73,192 135.66% Q1 2026 May 15, 2026
Sanctuary Advisors, LLC History Added to 126,914 11,839 0.06% 0.05% 100 +14,436 12.83% Q1 2026 May 05, 2026
Segment Wealth Management, LLC History New 124,387 11,604 0.68% — 101 +124,387 New Q1 2026 Apr 20, 2026
Rockefeller Capital Management L.P. History Reduced 120,952 11,283 0.02% 0.02% 102 -9,912 -7.57% Q1 2026 May 14, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 120,181 11,211 0.61% 0.68% 103 -250 -0.21% Q1 2026 Apr 17, 2026
Old West Investment Management, LLC History Added to 118,777 11,080 1.2% 0.2% 104 +104,567 735.87% Q1 2026 May 12, 2026
Moran Wealth Management, LLC History Added to 117,834 10,992 0.34% 0.27% 105 +8,943 8.21% Q1 2026 Apr 27, 2026
Cambridge Investment Research Advisors, Inc. History Added to 114,611 10,692 0.03% 0.02% 106 +22,059 23.83% Q1 2026 Apr 30, 2026
Bridgewater Associates, LP History Added to 114,239 10,657 0.05% 0.0% 107 +104,777 1107.35% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History Reduced 114,094 10,643 0.06% 0.06% 108 -10,088 -8.12% Q1 2026 May 05, 2026
MARSHALL WACE, LLP History Added to 114,028 10,637 0.01% 0.0% 109 +90,924 393.54% Q1 2026 May 14, 2026
SummitTX Capital, L.P. History Added to 113,025 10,544 0.33% 0.09% 110 +76,322 207.94% Q1 2026 May 15, 2026
Caption Management, LLC History Reduced 112,500 10,495 0.06% 0.09% 111 -43,000 -27.65% Q1 2026 May 15, 2026
US BANCORP \DE\ History Added to 112,087 10,456 0.01% 0.01% 112 +12,630 12.7% Q1 2026 May 14, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 107,405 10,273 0.75% 0.64% 113 +397 0.37% Q1 2026 Apr 20, 2026
Mariner, LLC History Added to 109,423 10,201 0.01% 0.01% 114 +10,148 10.22% Q1 2026 May 13, 2026
XTX Topco Ltd History New 108,434 10,115 0.18% — 115 +108,434 New Q1 2026 May 15, 2026
SATURNA CAPITAL CORP History Added to 107,264 10,006 0.14% 0.11% 116 +835 0.78% Q1 2026 May 11, 2026
Deltroit Asset Management (UK) LLP History New 107,000 9,982 1.6% — 117 +107,000 New Q1 2026 May 15, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 105,137 9,833 0.29% 0.22% 118 +5,654 5.68% Q1 2026 Apr 29, 2026
LMR Partners LLP History Added to 105,000 9,795 0.02% 0.0% 119 +89,300 568.79% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Reduced 101,512 9,624 0.02% 0.01% 120 -7,765 -7.11% Q1 2026 May 05, 2026
Bragg Financial Advisors, Inc History Added to 102,605 9,572 0.3% 0.27% 121 +34 0.03% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 97,847 9,241 0.02% 0.01% 122 -8,873 -8.31% Q1 2026 Apr 08, 2026
Tidal Investments LLC History Reduced 98,339 9,174 0.02% 0.02% 123 -5,480 -5.28% Q1 2026 May 15, 2026
FORBES J M & CO LLP History Added to 98,121 9,153 0.77% 0.63% 124 +1,143 1.18% Q1 2026 Apr 16, 2026
HighTower Advisors, LLC History Added to 97,057 9,054 0.01% 0.01% 125 +35,100 56.65% Q1 2026 May 05, 2026
Soltis Investment Advisors LLC History Reduced 96,833 9,033 0.57% 0.8% 126 -54,292 -35.93% Q1 2026 Apr 27, 2026
Tower Research Capital LLC (TRC) History Added to 95,298 8,890 0.23% 0.17% 127 +5,432 6.04% Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 94,934 8,856 0.09% 0.07% 128 +13,994 17.29% Q1 2026 Apr 27, 2026
Addenda Capital Inc. History No change 91,600 8,778 0.25% 0.22% 129 0 0.0% Q1 2026 Apr 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 92,839 8,660 0.02% 0.01% 130 +65,944 245.19% Q1 2026 May 11, 2026
Orion Porfolio Solutions, LLC History Added to 90,822 8,472 0.07% 0.03% 131 +31,543 53.21% Q1 2026 May 13, 2026
CWM, LLC History Added to 89,928 8,389 0.02% 0.02% 132 +1,515 1.71% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Reduced 81,935 7,644 0.02% 0.02% 133 -28,963 -26.12% Q1 2026 Apr 22, 2026
CREDIT AGRICOLE S A History Added to 81,887 7,639 0.02% 0.0% 134 +62,206 316.07% Q1 2026 May 15, 2026
Canal Insurance CO History Reduced 80,000 7,463 1.6% 2.52% 135 -50,000 -38.46% Q1 2026 May 04, 2026
Crossmark Global Holdings, Inc. History Reduced 79,285 7,396 0.11% 0.1% 136 -9,636 -10.84% Q1 2026 May 11, 2026
Cerity Partners LLC History Added to 78,883 7,359 0.01% 0.01% 137 +9,637 13.92% Q1 2026 May 15, 2026
Employees Retirement System of Texas History New 78,262 7,301 0.06% — 138 +78,262 New Q1 2026 May 13, 2026
TRUIST FINANCIAL CORP History Added to 75,392 7,033 0.01% 0.01% 139 +7,228 10.6% Q1 2026 Apr 27, 2026
FORA Capital, LLC History New 74,614 6,959 0.51% — 140 +74,614 New Q1 2026 May 14, 2026
MML INVESTORS SERVICES, LLC History Added to 73,820 6,886 0.02% 0.01% 141 +23,918 47.93% Q1 2026 May 04, 2026
TLS Advisors LLC History No change 73,592 6,865 16.29% 15.45% 142 0 0.0% Q1 2026 May 13, 2026
ASSETMARK, INC History Added to 73,385 6,846 0.01% 0.01% 143 +3,049 4.33% Q1 2026 May 06, 2026
Amundi History Added to 72,843 6,795 0.0% 0.0% 144 +901 1.25% Q1 2026 May 15, 2026
Goelzer Investment Management, Inc. History Reduced 72,811 6,792 0.33% 0.27% 145 -415 -0.57% Q1 2026 Apr 09, 2026
Oxbow Advisors, LLC History Added to 71,732 6,691 0.57% 0.48% 146 +3,706 5.45% Q1 2026 Apr 27, 2026
TD Waterhouse Canada Inc. History Added to 70,257 6,640 0.02% 0.02% 147 +33,173 89.45% Q1 2026 May 12, 2026
Gilman Hill Asset Management, LLC History Reduced 71,018 6,625 1.0% 0.93% 148 -2,937 -3.97% Q1 2026 Apr 08, 2026
CIBC WORLD MARKET INC. History Reduced 69,980 6,528 0.01% 0.01% 149 -16,899 -19.45% Q1 2026 May 14, 2026
Moors & Cabot, Inc. History Reduced 69,613 6,494 0.28% 0.25% 150 -1,954 -2.73% Q1 2026 May 08, 2026
STEPHENS INC /AR/ History Added to 68,593 6,399 0.08% 0.07% 151 +3,283 5.03% Q1 2026 Apr 28, 2026
Man Group plc History New 67,862 6,330 0.01% — 152 +67,862 New Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 67,746 6,320 0.01% 0.01% 153 +6,140 9.97% Q1 2026 May 08, 2026
Blume Capital Management, Inc. History Reduced 67,675 6,313 1.07% 0.99% 154 -368 -0.54% Q1 2026 May 01, 2026
M&T BANK CORP History Reduced 66,683 6,220 0.02% 0.02% 155 -2,739 -3.95% Q1 2026 May 12, 2026
Brooklyn Investment Group History Added to 64,977 6,061 0.19% 0.18% 156 +15,682 31.81% Q1 2026 Apr 29, 2026
MONTAG A & ASSOCIATES INC History Reduced 62,935 6,031 0.28% 0.23% 157 -541 -0.85% Q1 2026 Apr 29, 2026
Advisors Asset Management, Inc. History Reduced 63,516 5,925 0.1% 0.1% 158 -8,079 -11.28% Q1 2026 May 15, 2026
Atria Investments, Inc History Added to 62,680 5,847 0.07% 0.05% 159 +6,623 11.81% Q1 2026 May 05, 2026
Capital Investment Advisors, LLC History Reduced 61,210 5,710 0.08% 0.08% 160 -3,507 -5.42% Q1 2026 Apr 17, 2026
Uncommon Cents Investing LLC History Added to 61,180 5,707 1.32% 1.17% 161 +625 1.03% Q1 2026 Apr 15, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 61,055 5,695 0.02% 0.01% 162 +28,832 89.48% Q1 2026 May 05, 2026
&PARTNERS History Added to 61,116 5,659 0.03% 0.02% 163 +6,045 10.98% Q1 2026 May 15, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History Reduced 60,128 5,609 0.43% 0.43% 164 -26,699 -30.75% Q1 2026 May 12, 2026
LMCG INVESTMENTS, LLC History Added to 57,620 5,375 0.32% 0.24% 165 +6,229 12.12% Q1 2026 Apr 29, 2026
Federation des caisses Desjardins du Quebec History Reduced 57,581 5,371 0.02% 0.02% 166 -8,444 -12.79% Q1 2026 May 13, 2026
Callan Family Office, LLC History Added to 57,515 5,365 0.12% 0.09% 167 +2,589 4.71% Q1 2026 May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 57,478 5,362 0.0% 0.0% 168 +14,776 34.6% Q1 2026 May 15, 2026
Boston Partners History Added to 57,253 5,353 0.01% 0.0% 169 +1,412 2.53% Q1 2026 May 11, 2026
Modera Wealth Management, LLC History Reduced 57,086 5,325 0.06% 0.06% 170 -3,269 -5.42% Q1 2026 May 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 56,234 5,246 0.0% 0.0% 171 +2,978 5.59% Q1 2026 May 07, 2026
Northwest Bancshares, Inc. History Reduced 55,974 5,221 1.04% 0.94% 172 -4,635 -7.65% Q1 2026 May 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 55,776 5,203 0.0% 0.0% 173 +2,286 4.27% Q1 2026 May 08, 2026
Jain Global LLC History Added to 54,159 5,052 0.02% 0.01% 174 +24,743 84.11% Q1 2026 May 15, 2026
FARALLON CAPITAL MANAGEMENT LLC History New 53,800 5,019 0.03% — 175 +53,800 New Q1 2026 May 15, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History Reduced 52,008 4,983 2.27% 2.07% 176 -1,184 -2.23% Q1 2026 May 06, 2026
ADVOCATE GROUP LLC History Reduced 52,843 4,929 0.77% 0.71% 177 -1,637 -3.0% Q1 2026 Apr 13, 2026
LEUTHOLD GROUP, LLC History Added to 52,263 4,875 0.52% 0.44% 178 +1,364 2.68% Q1 2026 May 06, 2026
DJE Kapital AG History New 54,828 4,853 0.11% — 179 +54,828 New Q1 2026 May 08, 2026
BRASADA CAPITAL MANAGEMENT, LP History New 50,150 4,714 0.86% — 180 +50,150 New Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History Added to 49,913 4,656 0.06% 0.05% 181 +5,794 13.13% Q1 2026 Apr 21, 2026
Lido Advisors, LLC History Added to 48,268 4,624 0.01% 0.01% 182 +2,158 4.68% Q1 2026 May 13, 2026
SPX Gestao de Recursos Ltda History Reduced 48,650 4,538 0.38% 3.83% 183 -419,765 -89.61% Q1 2026 May 06, 2026
NewEdge Wealth, LLC History Added to 48,249 4,501 0.05% 0.04% 184 +501 1.05% Q1 2026 May 13, 2026
Stelac Advisory Services LLC History New 48,382 4,450 0.9% — 185 +48,382 New Q1 2026 May 08, 2026
EagleClaw Capital Managment, LLC History Reduced 47,555 4,436 0.62% 0.55% 186 -250 -0.52% Q1 2026 May 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 47,461 4,427 0.01% 0.01% 187 +4,795 11.24% Q1 2026 May 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 46,873 4,372 0.02% 0.01% 188 +10,859 30.15% Q1 2026 Apr 24, 2026
Cinctive Capital Management LP History New 46,758 4,362 0.28% — 189 +46,758 New Q1 2026 May 15, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History Reduced 46,063 4,297 3.75% 3.01% 190 -3 -0.01% Q1 2026 May 01, 2026
TrueMark Investments, LLC History Added to 46,041 4,295 0.84% 0.62% 191 +5,665 14.03% Q1 2026 Apr 20, 2026
OPAL CAPITAL LLC History Added to 46,041 4,295 0.76% 0.81% 192 +5,665 14.03% Q1 2026 May 15, 2026
Amanah Holdings Trust History No change 45,000 4,198 0.46% 0.53% 193 0 0.0% Q1 2026 Apr 08, 2026
DAVENPORT & Co LLC History Added to 44,207 4,124 0.02% 0.02% 194 +153 0.35% Q1 2026 Apr 15, 2026
Verdence Capital Advisors LLC History Reduced 43,904 4,095 0.24% 0.21% 195 -433 -0.98% Q1 2026 Apr 30, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 42,717 3,985 0.06% 0.04% 196 +5,518 14.83% Q1 2026 May 01, 2026
Vestmark Advisory Solutions, Inc. History Reduced 42,407 3,956 0.04% 0.05% 197 -5,278 -11.07% Q1 2026 May 15, 2026
Hamilton Point Investment Advisors, LLC History Reduced 41,167 3,945 0.61% 0.5% 198 -99 -0.24% Q1 2026 May 06, 2026
SSA SWISS ADVISORS AG History No change 48,382 3,868 1.8% 1.8% 199 0 0.0% Q4 2025 Feb 26, 2026
Q3 Asset Management History New 41,625 3,854 0.94% — 200 +41,625 New Q1 2026 Apr 28, 2026
Vident Advisory, LLC History Added to 40,528 3,780 0.03% 0.03% 201 +5,900 17.04% Q1 2026 May 14, 2026
K.J. Harrison & Partners Inc History Reduced 40,250 3,754 0.62% 0.44% 202 -1,000 -2.42% Q1 2026 Apr 28, 2026
Alphadyne Asset Management LP History No change 40,000 3,731 0.06% 0.07% 203 0 0.0% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 39,971 3,728 0.04% 0.03% 204 -63 -0.16% Q1 2026 May 14, 2026
Y-Intercept (Hong Kong) Ltd History Added to 39,832 3,715 0.07% 0.02% 205 +29,226 275.56% Q1 2026 Apr 27, 2026
Advisory Services Network, LLC History Reduced 39,061 3,643 0.05% 0.04% 206 -161 -0.41% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Reduced 38,630 3,603 0.1% 0.08% 207 -162 -0.42% Q1 2026 Apr 27, 2026
Corient Private Wealth LLC History Reduced 38,538 3,578 0.01% 0.0% 208 -3,582 -8.5% Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 38,173 3,561 0.0% 0.0% 209 -13,001 -25.41% Q1 2026 Apr 30, 2026
Amova Asset Management Americas, Inc. History Reduced 38,173 3,560 0.05% 0.05% 210 -13,001 -25.41% Q1 2026 May 07, 2026
Limestone Investment Advisors LP History No change 37,814 3,527 0.28% 0.29% 211 0 0.0% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 37,250 3,475 0.01% 0.01% 212 +41 0.11% Q1 2026 Apr 30, 2026
Horizon Investments, LLC History Added to 37,109 3,461 0.04% 0.02% 213 +19,033 105.29% Q1 2026 May 14, 2026
Royal Fund Management, LLC History Added to 37,043 3,455 0.33% 0.13% 214 +19,295 108.72% Q1 2026 May 19, 2026
Manske Wealth Management History Added to 36,625 3,416 0.96% 0.86% 215 +276 0.76% Q1 2026 Apr 30, 2026
FIFTH THIRD BANCORP History Reduced 36,266 3,383 0.01% 0.01% 216 -1,116 -2.99% Q1 2026 May 01, 2026
LSV ASSET MANAGEMENT History No change 36,146 3,372 0.01% 0.01% 217 0 0.0% Q1 2026 May 11, 2026
GUGGENHEIM CAPITAL LLC History Added to 35,843 3,343 0.03% 0.02% 218 +903 2.58% Q1 2026 May 15, 2026
Community Bank & Trust, Waco, Texas History Added to 35,827 3,342 0.66% 0.53% 219 +3,800 11.86% Q1 2026 Apr 17, 2026
Waverly Advisors, LLC History Added to 35,449 3,307 0.02% 0.02% 220 +1,032 3.0% Q1 2026 May 15, 2026
Synergy Asset Management, LLC History Reduced 35,351 3,297 0.35% 0.55% 221 -30,193 -46.07% Q1 2026 May 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 34,931 3,257 0.0% 0.0% 222 +22,221 174.83% Q1 2026 May 13, 2026
LGT Group Foundation History Added to 34,623 3,229 0.04% 0.03% 223 +1,050 3.13% Q1 2026 Apr 28, 2026
Private Advisor Group, LLC History Reduced 34,603 3,228 0.02% 0.02% 224 -9,859 -22.17% Q1 2026 Apr 24, 2026
Trust Investment Advisors History Reduced 34,259 3,196 1.87% 1.61% 225 -3,566 -9.43% Q1 2026 Apr 24, 2026
Integrated Wealth Concepts LLC History Added to 33,884 3,161 0.03% 0.01% 226 +24,053 244.66% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 33,318 3,108 0.01% 0.01% 227 -6,970 -17.3% Q1 2026 May 14, 2026
OPPENHEIMER & CO INC History Reduced 32,311 3,014 0.04% 0.04% 228 -4,981 -13.36% Q1 2026 Apr 23, 2026
Euro Pacific Asset Management, LLC History Added to 49,203 2,986 0.3% 0.31% 229 +1,415 2.96% Q1 2026 May 06, 2026
BTC Capital Management, Inc. History Reduced 30,796 2,872 0.19% 0.19% 230 -3,415 -9.98% Q1 2026 Apr 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 30,785 2,867 0.01% 0.0% 231 -1,287 -4.01% Q1 2026 May 01, 2026
Old Port Advisors History Added to 30,738 2,867 0.66% 0.59% 232 +688 2.29% Q1 2026 Apr 06, 2026
SIT INVESTMENT ASSOCIATES INC History No change 30,550 2,850 0.06% 0.05% 233 0 0.0% Q1 2026 May 13, 2026
Quantitative Investment Management, LLC History New 30,216 2,818 0.29% — 235 +30,216 New Q1 2026 May 15, 2026
COMMERCE BANK History Added to 30,212 2,818 0.01% 0.0% 234 +23,834 373.69% Q1 2026 May 11, 2026
NEVILLE RODIE & SHAW INC History No change 30,200 2,817 0.2% 0.17% 236 0 0.0% Q1 2026 Apr 01, 2026
CENTRAL VALLEY ADVISORS, LLC History Added to 30,112 2,809 0.77% 0.67% 237 +2,193 7.85% Q1 2026 Apr 09, 2026
Campbell & CO Investment Adviser LLC History Added to 29,984 2,797 0.16% 0.1% 238 +4,178 16.19% Q1 2026 May 15, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 29,720 2,772 0.05% 0.04% 239 +3,863 14.94% Q1 2026 Apr 20, 2026
REGIONS FINANCIAL CORP History Added to 29,244 2,728 0.02% 0.01% 240 +921 3.25% Q1 2026 May 05, 2026
Focus Partners Wealth History Added to 28,901 2,720 0.0% 0.0% 241 +1,913 7.09% Q1 2026 May 14, 2026
CHOREO, LLC History Added to 28,112 2,693 0.03% 0.03% 242 +664 2.42% Q1 2026 May 12, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 28,821 2,688 0.84% 0.74% 243 -536 -1.83% Q1 2026 Apr 14, 2026
Seascape Capital Management History New 28,569 2,665 0.77% — 244 +28,569 New Q1 2026 Apr 28, 2026
Pinnacle Financial Partners, Inc. History Added to 28,535 2,662 0.02% 0.02% 245 +148 0.52% Q1 2026 May 14, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 33,195 2,656 0.18% 0.18% 246 0 0.0% Q4 2025 Jan 27, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 28,290 2,639 0.1% 0.08% 247 -3,360 -10.62% Q1 2026 May 06, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 27,335 2,618 0.06% 0.05% 248 +268 0.99% Q1 2026 May 15, 2026
Recurrent Investment Advisors LLC History Added to 27,247 2,541 0.15% 0.15% 249 +1,200 4.61% Q1 2026 May 15, 2026
STOCK YARDS BANK & TRUST CO History Reduced 27,053 2,523 0.08% 0.07% 250 -1,547 -5.41% Q1 2026 Apr 24, 2026
Columbus Macro, LLC History Reduced 26,562 2,478 0.26% 0.24% 251 -867 -3.16% Q1 2026 Apr 21, 2026
Strategic Global Advisors, LLC History Reduced 26,540 2,475 0.4% 0.42% 252 -7,344 -21.67% Q1 2026 May 15, 2026
LFG Wealth Partners, LLC History No change 30,731 2,459 1.57% 1.57% 253 0 0.0% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 27,450 2,438 0.0% 0.0% 254 -2,133 -7.21% Q1 2026 May 14, 2026
ALLEN WEALTH MANAGEMENT, LLC History Reduced 26,036 2,428 1.22% 1.37% 255 -2,385 -8.39% Q1 2026 May 08, 2026
Banco Santander, S.A. History Added to 25,702 2,397 0.02% 0.01% 256 +2,177 9.25% Q1 2026 May 08, 2026
Prospera Financial Services Inc History Added to 25,585 2,387 0.04% 0.02% 257 +9,905 63.17% Q1 2026 Apr 14, 2026
Dixon Mitchell Investment Counsel Inc. History New 25,400 2,369 0.08% — 258 +25,400 New Q1 2026 May 14, 2026
Family Legacy, Inc. History Added to 25,380 2,367 0.71% 0.6% 259 +472 1.89% Q1 2026 May 12, 2026
IEQ CAPITAL, LLC History Added to 25,352 2,365 0.01% 0.0% 260 +5,267 26.22% Q1 2026 May 14, 2026
Pathstone Holdings, LLC History Added to 25,216 2,356 0.01% 0.01% 261 +1,933 8.3% Q1 2026 May 11, 2026
Live Oak Investment Partners History Added to 24,973 2,329 1.37% 1.12% 262 +2,263 9.96% Q1 2026 Apr 29, 2026
Sequoia Financial Advisors, LLC History Added to 24,856 2,318 0.01% 0.01% 263 +2,828 12.84% Q1 2026 Apr 30, 2026
DV Trading LLC History Added to 24,738 2,307 0.05% 0.02% 264 +17,963 265.14% Q1 2026 May 15, 2026
SHARPEPOINT LLC History Reduced 24,628 2,297 1.37% 1.25% 265 -1,509 -5.77% Q1 2026 May 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 23,689 2,269 0.05% 0.04% 266 +214 0.91% Q1 2026 May 14, 2026
Crescent Grove Advisors, LLC History Added to 23,866 2,263 0.22% 0.04% 267 +18,139 316.73% Q1 2026 May 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 24,039 2,242 0.0% 0.0% 268 +19,243 401.23% Q1 2026 May 13, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 24,004 2,239 0.29% 0.28% 269 -2,346 -8.9% Q1 2026 May 04, 2026
Aviso Financial Inc. History Added to 23,970 2,236 0.08% 0.06% 270 +3,050 14.58% Q1 2026 May 13, 2026
PARK AVENUE SECURITIES LLC History New 23,695 2,210 0.02% — 271 +23,695 New Q1 2026 Apr 07, 2026
Arkadios Wealth Advisors History Reduced 23,565 2,198 0.04% 0.04% 272 -472 -1.96% Q1 2026 May 18, 2026
RFG Advisory, LLC History Added to 23,559 2,197 0.04% 0.03% 273 +2,698 12.93% Q1 2026 Apr 17, 2026
Dana Investment Advisors, Inc. History Added to 23,032 2,148 0.06% 0.05% 274 +17 0.07% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Added to 22,858 2,132 0.01% 0.01% 275 +4,987 27.91% Q1 2026 May 08, 2026
ABBINGTON INVESTMENT GROUP History Reduced 22,840 2,130 1.24% 1.28% 276 -616 -2.63% Q1 2026 Apr 21, 2026
SIGNATUREFD, LLC History Added to 22,202 2,071 0.03% 0.03% 277 +797 3.72% Q1 2026 Apr 07, 2026
BLAIR WILLIAM & CO/IL History Reduced 22,132 2,064 0.01% 0.01% 278 -1,866 -7.78% Q1 2026 May 08, 2026
QUADRANT CAPITAL GROUP LLC History Added to 22,130 2,064 0.06% 0.05% 279 +607 2.82% Q1 2026 May 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 22,094 2,061 0.05% 0.07% 280 -9,755 -30.63% Q1 2026 Apr 07, 2026
Naviter Wealth, LLC History Added to 21,358 2,046 0.26% 0.21% 281 +845 4.12% Q1 2026 Apr 10, 2026
Compound Planning, Inc. History Added to 21,797 2,033 0.06% 0.04% 282 +2,723 14.28% Q1 2026 May 14, 2026
BAROMETER CAPITAL MANAGEMENT INC. History New 21,600 2,015 0.69% — 283 +21,600 New Q1 2026 May 12, 2026
Castellan Group History No change 21,548 2,010 0.28% 0.22% 284 0 0.0% Q1 2026 Apr 23, 2026
Transmarket Holdings LP History Reduced 21,332 1,990 1.06% 2.56% 285 -22,471 -51.3% Q1 2026 May 13, 2026
Ellsworth Advisors, LLC History Added to 21,275 1,984 0.37% 0.34% 286 +1,157 5.75% Q1 2026 Apr 16, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Added to 21,078 1,966 0.09% 0.07% 287 +2,850 15.64% Q1 2026 May 11, 2026
Bank Pictet & Cie (Europe) AG History Reduced 21,035 1,962 0.04% 0.03% 288 -100 -0.47% Q1 2026 Apr 14, 2026
Point72 Asset Management, L.P. History Added to 20,600 1,921 0.0% 0.0% 289 +14,100 216.92% Q1 2026 May 15, 2026
EAGLE GLOBAL ADVISORS LLC History No change 20,300 1,893 0.07% 0.06% 290 0 0.0% Q1 2026 May 15, 2026
FineMark National Bank & Trust History No change 23,593 1,888 0.06% 0.06% 291 0 0.0% Q4 2025 Feb 12, 2026
Americana Partners, LLC History Added to 20,077 1,872 0.05% 0.04% 292 +3,969 24.64% Q1 2026 May 12, 2026
Vise Technologies, Inc. History No change 23,358 1,869 0.04% 0.04% 293 0 0.0% Q1 2026 Apr 21, 2026
Davis Capital Management History Reduced 20,000 1,865 1.26% 1.16% 294 -1,037 -4.93% Q1 2026 Apr 16, 2026
SHRIER WEALTH MANAGEMENT, LLC History Added to 19,625 1,830 0.67% 0.5% 295 +3,635 22.73% Q1 2026 Apr 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 19,475 1,816 0.0% 0.0% 296 0 0.0% Q1 2026 May 15, 2026
Independent Advisor Alliance History Reduced 19,447 1,814 0.02% 0.05% 297 -8,808 -31.17% Q1 2026 May 12, 2026
Bollard Group LLC History Reduced 19,257 1,796 0.05% 0.04% 298 -328 -1.67% Q1 2026 May 14, 2026
Elevated Private Wealth, LLC History No change 22,189 1,775 1.83% 1.83% 299 0 0.0% Q4 2025 Feb 12, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 18,900 1,763 0.0% 0.01% 300 -61,100 -76.38% Q1 2026 May 15, 2026
COURIER CAPITAL LLC History Reduced 18,614 1,736 0.1% 0.09% 301 -485 -2.54% Q1 2026 Apr 23, 2026
Eagle Bluffs Wealth Management LLC History Added to 17,819 1,707 0.67% 0.57% 302 +359 2.06% Q1 2026 Apr 24, 2026
Evelyn Partners Asset Management Ltd History Added to 18,201 1,697 0.42% 0.32% 303 +992 5.76% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 18,122 1,690 0.02% 0.01% 304 +5,794 47.0% Q1 2026 Apr 20, 2026
Philip James Wealth Mangement, LLC History Reduced 18,096 1,688 0.19% 0.18% 305 -1,710 -8.63% Q1 2026 Apr 28, 2026
Vectors Research Management, LLC History Reduced 17,581 1,640 0.48% 0.44% 306 -313 -1.75% Q1 2026 May 05, 2026
Perigon Wealth Management, LLC History Added to 17,468 1,629 0.03% 0.02% 307 +1,054 6.42% Q1 2026 Apr 10, 2026
Farther Finance Advisors, LLC History Added to 16,873 1,599 0.02% 0.01% 308 +6,613 64.45% Q1 2026 Apr 07, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 17,115 1,596 0.23% 0.19% 309 +12 0.07% Q1 2026 May 01, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 16,413 1,594 0.09% 0.07% 310 +1,855 12.74% Q1 2026 Apr 17, 2026
FCA CORP /TX History Added to 17,072 1,592 0.45% 0.38% 311 +462 2.78% Q1 2026 May 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 16,865 1,587 0.04% 0.02% 313 +11,628 222.04% Q1 2026 Apr 27, 2026
GREENLEAF TRUST History Added to 17,021 1,587 0.02% 0.01% 312 +47 0.28% Q1 2026 Apr 27, 2026
VPR Management LLC History No change 17,000 1,585 0.63% 0.61% 314 0 0.0% Q1 2026 May 15, 2026
Sigma Planning Corp History Added to 16,831 1,570 0.04% 0.01% 315 +14,193 538.02% Q1 2026 May 04, 2026
Twin Tree Management, LP History Reduced 16,400 1,529 0.03% 0.01% 317 -100 -0.61% Q1 2026 May 14, 2026
Violich Capital Management, Inc. History No change 16,400 1,529 0.18% 0.15% 316 0 0.0% Q1 2026 Apr 08, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 16,296 1,520 0.02% 0.02% 318 -20 -0.12% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Added to 16,167 1,508 0.01% 0.0% 319 +11,465 243.83% Q1 2026 May 15, 2026
LGT Fund Management Co Ltd. History No change 16,174 1,508 0.07% 0.1% 320 0 0.0% Q1 2026 Apr 28, 2026
Cadence Wealth Management LLC History Added to 16,159 1,507 0.63% 0.59% 321 +1,006 6.64% Q1 2026 May 12, 2026
Qtron Investments LLC History No change 16,149 1,506 0.2% 0.17% 322 0 0.0% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 16,036 1,495 0.0% 0.0% 323 -447 -2.71% Q1 2026 May 12, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Reduced 15,969 1,489 0.89% 0.74% 324 -355 -2.17% Q1 2026 May 01, 2026
CHESAPEAKE CAPITAL CORP /IL/ History Added to 15,827 1,476 1.06% 0.99% 325 +1,075 7.29% Q1 2026 May 07, 2026
Blue Trust, Inc. History Reduced 15,601 1,455 0.02% 0.01% 326 -654 -4.02% Q1 2026 Apr 20, 2026
Bramshill Investments, LLC History Added to 15,556 1,451 0.13% 0.05% 327 +4,715 43.49% Q1 2026 May 15, 2026
Snowden Capital Advisors LLC History Added to 15,105 1,448 0.04% 0.03% 328 +399 2.71% Q1 2026 May 14, 2026
Argent Trust Co History No change 15,250 1,422 0.05% 0.04% 329 0 0.0% Q1 2026 May 13, 2026
O'Brien Greene & Co. Inc History Added to 15,120 1,410 0.4% 0.33% 330 +1,250 9.01% Q1 2026 May 06, 2026
Artemis Investment Management LLP History Added to 15,055 1,404 0.01% 0.0% 331 +10,289 215.88% Q1 2026 Apr 13, 2026
Steadtrust LLC History No change 15,020 1,401 0.79% 0.74% 332 0 0.0% Q1 2026 Apr 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 15,000 1,399 0.0% 0.0% 333 +9,447 170.12% Q1 2026 May 15, 2026
Wealth Management Partners, LLC History Reduced 15,004 1,399 0.4% 0.39% 334 -2,173 -12.65% Q1 2026 Apr 17, 2026
IFP Advisors, Inc History Added to 14,968 1,396 0.03% 0.0% 335 +14,310 2174.77% Q1 2026 Apr 13, 2026
Disciplined Investors, L.L.C. History Added to 14,864 1,386 0.83% 0.72% 336 +1,155 8.43% Q1 2026 May 12, 2026
FCG Investment Co History New 14,624 1,364 0.6% — 337 +14,624 New Q1 2026 Apr 09, 2026
Marks Group Wealth Management, Inc History Added to 14,558 1,358 0.13% 0.03% 338 +10,904 298.41% Q1 2026 May 05, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Added to 14,240 1,328 0.54% 0.47% 339 +23 0.16% Q1 2026 Apr 24, 2026
Jackson Hole Capital Partners, LLC History No change 14,170 1,321 0.22% 0.19% 340 0 0.0% Q1 2026 May 08, 2026
DGS Capital Management, LLC History Added to 14,071 1,312 0.22% 0.19% 342 +289 2.1% Q1 2026 Apr 28, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 14,072 1,312 0.02% 0.01% 341 -240 -1.68% Q1 2026 May 15, 2026
World Investment Advisors History Reduced 13,994 1,305 0.02% 0.02% 343 -1,081 -7.17% Q1 2026 Apr 27, 2026
Gotham Asset Management, LLC History Reduced 13,960 1,302 0.0% 0.0% 344 -62 -0.44% Q1 2026 May 15, 2026
OLD MISSION CAPITAL LLC History Reduced 13,939 1,300 0.02% 0.22% 345 -104,669 -88.25% Q1 2026 May 15, 2026
Equitable Holdings, Inc. History Added to 15,996 1,296 0.01% 0.01% 346 +108 0.68% Q1 2026 May 15, 2026
Leisure Capital Management History Reduced 13,799 1,287 0.45% 0.39% 347 -870 -5.93% Q1 2026 May 08, 2026
CLOVERFIELDS CAPITAL GROUP, LP History Added to 13,783 1,285 0.42% 0.27% 348 +2,999 27.81% Q1 2026 May 14, 2026
Kovack Advisors, Inc. History Added to 13,534 1,275 0.07% 0.04% 349 +3,548 35.53% Q1 2026 May 12, 2026
KEMPNER CAPITAL MANAGEMENT INC. History No change 16,758 1,271 1.2% 1.2% 350 0 0.0% Q4 2025 Jan 12, 2026
Berkeley Capital Partners, LLC History Reduced 13,593 1,268 0.29% 0.26% 351 -355 -2.55% Q1 2026 May 06, 2026
Te Ahumairangi Investment Management Ltd History Reduced 13,422 1,252 0.21% 0.22% 352 -1,700 -11.24% Q1 2026 May 14, 2026
FLOW TRADERS U.S. LLC History Reduced 13,224 1,234 0.04% 0.06% 353 -9,719 -42.36% Q1 2026 May 15, 2026
Aaron Wealth Advisors LLC History Added to 13,238 1,234 0.07% 0.04% 354 +3,678 38.47% Q1 2026 Apr 21, 2026
WESTBOURNE INVESTMENTS, INC. History Added to 13,210 1,232 0.59% 0.27% 355 +6,060 84.76% Q1 2026 May 15, 2026
Frank, Rimerman Advisors LLC History Reduced 12,934 1,206 0.08% 0.07% 356 -130 -1.0% Q1 2026 Apr 29, 2026
Compass Wealth Management LLC History No change 12,880 1,201 0.3% 0.26% 357 0 0.0% Q1 2026 Apr 20, 2026
AssuredPartners Investment Advisors, LLC History Reduced 12,760 1,199 0.13% 0.2% 358 -4,066 -24.16% Q1 2026 Apr 10, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 12,725 1,187 0.03% 0.01% 359 +6,731 112.3% Q1 2026 May 15, 2026
Cumberland Partners Ltd History New 12,700 1,184 0.09% — 360 +12,700 New Q1 2026 May 14, 2026
ExodusPoint Capital Management, LP History New 12,588 1,174 0.01% — 361 +12,588 New Q1 2026 May 14, 2026
BAILARD, INC. History Added to 12,549 1,170 0.03% 0.02% 362 +243 1.97% Q1 2026 May 11, 2026
Sterling Capital Management LLC History Added to 12,422 1,158 0.02% 0.01% 363 +1,834 17.32% Q1 2026 Apr 22, 2026
OpenArc Corporate Advisory, LLC History Added to 12,275 1,145 0.02% 0.01% 364 +1,598 14.97% Q1 2026 May 11, 2026
Columbia Asset Management History Added to 12,245 1,142 0.22% 0.14% 365 +2,155 21.36% Q1 2026 Apr 20, 2026
Curi Capital, LLC History Reduced 12,158 1,134 0.02% 0.04% 366 -15,337 -55.78% Q1 2026 May 15, 2026
First City Capital Management, Inc. History No change 12,160 1,134 0.6% 0.51% 367 0 0.0% Q1 2026 Apr 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 12,148 1,133 0.01% 0.01% 368 -2,213 -15.41% Q1 2026 May 01, 2026
Aegis Wealth Management LLC History No change 12,000 1,119 0.64% 0.54% 369 0 0.0% Q1 2026 Apr 22, 2026
Sowell Financial Services LLC History Reduced 11,980 1,117 0.04% 0.04% 370 -678 -5.36% Q1 2026 Apr 20, 2026
WealthTrust Axiom LLC History Added to 11,938 1,113 0.27% 0.25% 371 +13 0.11% Q1 2026 May 11, 2026
PHILADELPHIA TRUST CO History Added to 11,905 1,111 0.08% 0.04% 372 +4,790 67.32% Q1 2026 May 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 11,819 1,102 0.01% 0.01% 373 0 0.0% Q1 2026 Apr 24, 2026
WEDBUSH SECURITIES INC History Reduced 11,797 1,101 0.03% 0.03% 374 -312 -2.58% Q1 2026 Apr 21, 2026
Legacy Bridge, LLC History No change 11,680 1,089 0.42% 0.38% 375 0 0.0% Q1 2026 May 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 11,596 1,081 0.08% 0.06% 376 +1,977 20.55% Q1 2026 May 12, 2026
Stratos Wealth Partners, LTD. History Added to 11,450 1,068 0.01% 0.01% 377 +357 3.22% Q1 2026 Apr 28, 2026
Jump Financial, LLC History New 11,437 1,066 0.01% — 378 +11,437 New Q1 2026 May 14, 2026
Florida Trust Wealth Management Co History Added to 11,289 1,053 0.03% 0.02% 379 +625 5.86% Q1 2026 May 14, 2026
Havemeyer Place LP History New 11,143 1,039 0.12% — 380 +11,143 New Q1 2026 May 13, 2026
LOUISBOURG INVESTMENTS INC. History Added to 11,080 1,033 0.2% 0.15% 381 +1,400 14.46% Q1 2026 Apr 22, 2026
IVC Wealth Advisors LLC History Added to 11,055 1,031 0.45% 0.38% 382 +92 0.84% Q1 2026 Apr 16, 2026
OneAscent Investment Solutions LLC History Reduced 11,027 1,028 1.03% 1.17% 383 -2,796 -20.23% Q1 2026 Apr 29, 2026
Net Worth Advisory Group History Reduced 11,007 1,026 0.21% 0.18% 384 -424 -3.71% Q1 2026 May 05, 2026
RAELIPSKIE PARTNERSHIP History Reduced 10,952 1,021 0.43% 0.38% 385 -495 -4.32% Q1 2026 Apr 29, 2026
American Capital Advisory, LLC History Reduced 10,876 1,014 0.41% 0.47% 386 -2,616 -19.39% Q1 2026 Apr 29, 2026
HARBOUR INVESTMENTS, INC. History Added to 10,657 994 0.02% 0.01% 387 +6,948 187.33% Q1 2026 May 15, 2026
180 WEALTH ADVISORS, LLC History Added to 10,569 985 0.11% 0.1% 388 +20 0.19% Q1 2026 May 01, 2026
Gemmer Asset Management LLC History New 10,539 983 0.08% — 389 +10,539 New Q1 2026 Apr 22, 2026
Smartleaf Asset Management LLC History Added to 11,020 978 0.04% 0.03% 390 +769 7.5% Q1 2026 May 15, 2026
Accordant Advisory Group Inc History Added to 10,473 977 0.61% 0.57% 391 +52 0.5% Q1 2026 May 11, 2026
Summit Trail Advisors, LLC History New 10,423 972 0.01% — 392 +10,423 New Q1 2026 May 12, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History New 10,300 960 0.62% — 395 +10,300 New Q1 2026 May 15, 2026
Westover Capital Advisors, LLC History Added to 10,300 960 0.18% 0.05% 393 +7,100 221.88% Q1 2026 May 05, 2026
OneDigital Investment Advisors LLC History Added to 10,292 960 0.01% 0.0% 394 +4,025 64.23% Q1 2026 May 08, 2026
Checchi Capital Advisers, LLC History Added to 10,187 950 0.05% 0.04% 396 +197 1.97% Q1 2026 May 04, 2026
Belpointe Asset Management LLC History Reduced 10,178 949 0.03% 0.05% 397 -8,764 -46.27% Q1 2026 Apr 28, 2026
Dickmeyer Boyce Financial Management, Inc. History New 10,155 947 0.56% — 398 +10,155 New Q1 2026 May 13, 2026
BENJAMIN EDWARDS INC History Added to 10,071 939 0.01% 0.0% 399 +7,417 279.46% Q1 2026 May 12, 2026
Empowered Funds, LLC History New 10,037 936 0.01% — 401 +10,037 New Q1 2026 May 14, 2026
Mutual Advisors, LLC History Added to 10,033 936 0.02% 0.01% 400 +1,794 21.77% Q1 2026 May 01, 2026
AR ASSET MANAGEMENT INC History No change 10,000 933 0.18% 0.16% 402 0 0.0% Q1 2026 May 13, 2026
Prime Capital Investment Advisors, LLC History Added to 9,989 931 0.01% 0.01% 403 +19 0.19% Q1 2026 May 08, 2026
Abel Hall, LLC History Reduced 9,957 928 0.2% 0.26% 404 -4,022 -28.77% Q1 2026 Apr 28, 2026
Burford Brothers, Inc. History Reduced 9,917 925 0.38% 0.46% 405 -4,054 -29.02% Q1 2026 Apr 27, 2026
Jaffetilchin Investment Partners, LLC History Added to 9,913 924 0.05% 0.03% 406 +4,177 72.82% Q1 2026 May 13, 2026
Oakum Bay Capital LLC History Reduced 9,850 918 0.49% 0.53% 407 -3,700 -27.31% Q1 2026 May 14, 2026
Venture Visionary Partners LLC History Reduced 9,768 911 0.03% 0.03% 408 -2,612 -21.1% Q1 2026 May 14, 2026
PROFUND ADVISORS LLC History Reduced 9,663 901 0.03% 0.03% 409 -1,504 -13.47% Q1 2026 Apr 24, 2026
MGO ONE SEVEN LLC History Added to 9,665 901 0.02% 0.01% 410 +1,346 16.18% Q1 2026 May 14, 2026
Auto-Owners Insurance Co History No change 9,600 895 0.02% 0.02% 411 0 0.0% Q1 2026 Apr 10, 2026
Savant Capital, LLC History Added to 9,570 892 0.0% 0.0% 412 +1,687 21.4% Q1 2026 May 04, 2026
HEADINVEST, LLC History No change 9,500 886 0.18% 0.15% 413 0 0.0% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 9,472 883 0.0% 0.0% 414 +6,938 273.8% Q1 2026 May 15, 2026
TCTC Holdings, LLC History No change 9,422 878 0.02% 0.02% 415 0 0.0% Q1 2026 May 07, 2026
BKM Wealth Management, LLC History New 9,350 872 0.32% — 416 +9,350 New Q1 2026 Apr 22, 2026
Redwood Wealth Management Group, LLC History Reduced 9,326 870 0.38% 0.33% 417 -647 -6.49% Q1 2026 Apr 24, 2026
Versant Capital Management, Inc History Added to 9,274 865 0.09% 0.07% 418 +1,828 24.55% Q1 2026 Apr 06, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 9,207 858 0.26% 0.2% 419 +508 5.84% Q1 2026 Apr 28, 2026
CIBC Asset Management Inc History Added to 9,147 853 0.0% 0.0% 420 +105 1.16% Q1 2026 May 12, 2026
COZAD ASSET MANAGEMENT INC History No change 10,657 852 0.07% 0.07% 421 0 0.0% Q4 2025 Feb 13, 2026
Rathbones Group PLC History Reduced 9,125 851 0.0% 0.0% 422 -5,220 -36.39% Q1 2026 May 12, 2026
AMG National Trust Bank History Added to 8,998 839 0.02% 0.01% 423 +2,047 29.45% Q1 2026 May 04, 2026
SUMMIT SECURITIES GROUP LLC History Added to 8,900 830 0.1% 0.03% 425 +6,300 242.31% Q1 2026 Apr 30, 2026
Essex Financial Services, Inc. History Reduced 8,898 830 0.05% 0.04% 424 -611 -6.43% Q1 2026 Apr 24, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 8,905 830 0.28% 0.24% 426 -306 -3.32% Q1 2026 Apr 14, 2026
KW WEALTH MANAGEMENT LLC History No change 10,342 827 1.25% 1.25% 427 0 0.0% Q4 2025 Feb 25, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 8,760 817 0.27% 0.27% 428 -1,425 -13.99% Q1 2026 Apr 22, 2026
Octavia Wealth Advisors, LLC History Added to 8,517 816 0.08% 0.06% 429 +186 2.23% Q1 2026 Apr 10, 2026
BROWN ADVISORY INC History Reduced 8,680 809 0.0% 0.0% 430 -990 -10.24% Q1 2026 May 15, 2026
Passumpsic Savings Bank History No change 10,056 804 0.44% 0.44% 431 0 0.0% Q4 2025 Feb 05, 2026
Parallel Advisors, LLC History Added to 8,612 803 0.01% 0.01% 432 +2,189 34.08% Q1 2026 May 07, 2026
Legacy Wealth Asset Management, LLC History Reduced 8,401 783 0.19% 0.17% 433 -13 -0.15% Q1 2026 Apr 08, 2026
SHELTON CAPITAL MANAGEMENT History No change 8,390 782 0.02% 0.01% 434 0 0.0% Q1 2026 May 15, 2026
Kathmere Capital Management, LLC History Added to 8,282 772 0.05% 0.04% 435 +1,313 18.84% Q1 2026 Apr 28, 2026
Merit Financial Group, LLC History Added to 8,238 768 0.01% 0.0% 436 +484 6.24% Q1 2026 Apr 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 8,210 765 0.01% 0.01% 437 +939 12.91% Q1 2026 May 07, 2026
One Wealth Advisors, LLC History Added to 8,190 764 0.1% 0.08% 438 +160 1.99% Q1 2026 Apr 21, 2026
Fractal Investments LLC History No change 8,200 764 0.09% 0.09% 439 0 0.0% Q1 2026 Apr 13, 2026
McAlvany Wealth Management LLC History Added to 8,558 760 0.51% 0.5% 440 +436 5.37% Q1 2026 May 06, 2026
HBK Sorce Advisory LLC History Added to 7,131 751 0.01% 0.01% 441 +243 3.53% Q1 2026 May 11, 2026
RH Tailwind Management, LLC History New 8,000 746 0.1% — 443 +8,000 New Q1 2026 May 15, 2026
Core Wealth Partners LLC History No change 8,000 746 0.35% 0.29% 442 0 0.0% Q1 2026 May 08, 2026
Fund Advisors of America Inc/FL History Reduced 7,967 743 0.75% 0.59% 444 -52 -0.65% Q1 2026 May 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 7,937 740 0.02% 0.02% 445 -256 -3.12% Q1 2026 May 07, 2026
WNY Asset Management, LLC History New 7,932 739 0.08% — 446 +7,932 New Q1 2026 May 22, 2026
GoalVest Advisory LLC History Reduced 7,917 738 0.14% 0.12% 447 -100 -1.25% Q1 2026 Apr 13, 2026
Cordatus Wealth Management LLC History Added to 7,809 728 0.17% 0.14% 448 +31 0.4% Q1 2026 Apr 29, 2026
X-Square Capital, LLC History Added to 7,786 726 0.24% 0.2% 449 +293 3.91% Q1 2026 May 15, 2026
LaSalle St. Investment Advisors, LLC History Added to 7,725 720 0.1% 0.09% 450 +363 4.93% Q1 2026 May 08, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 7,685 716 0.01% 0.01% 451 +361 4.93% Q1 2026 May 15, 2026
L & S Advisors Inc History Reduced 7,637 712 0.09% 0.72% 452 -89,504 -92.14% Q1 2026 May 11, 2026
LongView Wealth Management History Reduced 7,168 708 0.18% 0.15% 453 -254 -3.42% Q1 2026 Apr 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 7,567 705 0.0% 0.0% 454 -436 -5.45% Q1 2026 May 15, 2026
Karras Company, Inc. History Reduced 7,547 704 0.71% 0.61% 455 -250 -3.21% Q1 2026 Apr 06, 2026
Aprio Wealth Management, LLC History Added to 7,540 703 0.04% 0.03% 456 +3,298 77.75% Q1 2026 May 11, 2026
Compagnie Lombard Odier SCmA History Reduced 7,500 699 0.01% 0.01% 457 -1,000 -11.76% Q1 2026 Apr 15, 2026
Rothschild Wealth LLC History Added to 7,424 692 0.06% 0.04% 458 +2,159 41.01% Q1 2026 May 06, 2026
Concurrent Investment Advisors, LLC History Reduced 7,298 680 0.01% 0.02% 460 -11,551 -61.28% Q1 2026 Apr 20, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 7,293 680 0.01% 0.0% 459 +2,571 54.45% Q1 2026 May 08, 2026
Global Retirement Partners, LLC History No change 8,423 674 0.01% 0.01% 461 0 0.0% Q4 2025 Feb 06, 2026
AE Wealth Management LLC History Reduced 7,219 673 0.0% 0.0% 462 -2,821 -28.1% Q1 2026 May 13, 2026
BANK OF NOVA SCOTIA History Reduced 7,197 671 0.0% 0.0% 463 -15,293 -68.0% Q1 2026 May 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 7,183 670 0.01% 0.01% 464 -50 -0.69% Q1 2026 Apr 27, 2026
Intesa Sanpaolo Wealth Management History Reduced 7,105 662 0.16% 0.13% 465 -860 -10.8% Q1 2026 May 15, 2026
Rossby Financial, LCC History Added to 6,971 660 0.13% 0.15% 466 +772 12.45% Q1 2026 May 11, 2026
Capula Management Ltd History New 7,020 654 0.0% — 468 +7,020 New Q1 2026 May 14, 2026
CENTRAL TRUST Co History Added to 6,994 654 0.01% 0.01% 467 +2,442 53.65% Q1 2026 Apr 17, 2026
HB Wealth Management, LLC History Added to 7,005 653 0.0% 0.0% 469 +923 15.18% Q1 2026 Apr 27, 2026
MAI Capital Management History Added to 6,943 647 0.0% 0.0% 470 +2,804 67.75% Q1 2026 May 15, 2026
Corps Capital Advisors, LLC History Added to 6,946 647 0.56% 0.41% 471 +1,986 40.04% Q1 2026 May 14, 2026
Inspire Advisors, LLC History Reduced 6,921 645 0.05% 0.06% 473 -1,744 -20.13% Q1 2026 May 15, 2026
Dorsey & Whitney Trust CO LLC History Added to 6,917 645 0.04% 0.03% 472 +6 0.09% Q1 2026 May 14, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 6,628 639 0.01% — 475 +6,628 New Q1 2026 May 01, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 6,859 639 0.01% 0.01% 474 -110 -1.58% Q1 2026 May 04, 2026
SUMMITRY LLC History Added to 6,830 637 0.02% 0.02% 476 +351 5.42% Q1 2026 May 22, 2026
Norris Financial Group, LLC History Reduced 6,814 635 0.21% 0.77% 477 -21,586 -76.01% Q1 2026 May 20, 2026
DIVERSIFIED MANAGEMENT INC History New 6,743 629 0.11% — 478 +6,743 New Q1 2026 Apr 09, 2026
Lester Murray Antman dba SimplyRich History Reduced 6,721 627 0.16% 0.14% 479 -70 -1.03% Q1 2026 May 01, 2026
Composition Wealth, LLC History Added to 6,669 622 0.01% 0.01% 480 +772 13.09% Q1 2026 Apr 08, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 6,650 620 0.0% 0.0% 481 -6,517 -49.49% Q1 2026 May 14, 2026
XML Financial, LLC History No change 6,615 617 0.05% 0.04% 482 0 0.0% Q1 2026 Apr 16, 2026
IHT Wealth Management, LLC History Added to 6,573 613 0.01% 0.01% 483 +1,104 20.19% Q1 2026 May 15, 2026
Ethic Inc. History Added to 6,523 608 0.01% 0.01% 484 +1,151 21.43% Q1 2026 Apr 27, 2026
Cornerstone Wealth Management, LLC History No change 6,494 605 0.03% 0.03% 485 0 0.0% Q1 2026 Apr 23, 2026
Ameliora Wealth Management Ltd. History No change 6,480 604 0.19% 0.16% 486 0 0.0% Q1 2026 Apr 23, 2026
Henry James International Management Inc. History Added to 6,376 594 0.21% 0.16% 487 +67 1.06% Q1 2026 Apr 10, 2026
BankChampaign, National Association History New 6,364 593 0.59% — 489 +6,364 New Q1 2026 May 21, 2026
ROTHSCHILD INVESTMENT LLC History Added to 6,362 593 0.03% 0.03% 488 +101 1.61% Q1 2026 May 07, 2026
TWO SIGMA ADVISERS, LP History No change 7,400 592 0.0% 0.0% 490 0 0.0% Q4 2025 Feb 17, 2026
CIBC Bancorp USA Inc. History New 5,840 591 0.0% — 491 +5,840 New Q1 2026 May 12, 2026
Tandem Financial, LLC History Added to 6,143 589 0.19% 0.32% 492 +1,601 35.25% Q1 2026 May 08, 2026
NORGES BANK History No change 7,353 588 0.0% 0.0% 493 0 0.0% Q4 2025 Feb 10, 2026
United Community Bank History Added to 6,288 586 0.2% 0.18% 494 +230 3.8% Q1 2026 Apr 24, 2026
Triangle Securities Wealth Management History Reduced 6,267 584 0.13% 0.11% 495 -52 -0.82% Q1 2026 Apr 20, 2026
VestGen Advisors, LLC History New 5,264 576 0.02% — 496 +5,264 New Q1 2026 May 14, 2026
Rehmann Capital Advisory Group History Added to 6,144 574 0.03% 0.02% 497 +1,551 33.77% Q1 2026 May 15, 2026
Kingsview Wealth Management, LLC History Added to 6,157 574 0.01% 0.01% 498 +779 14.48% Q1 2026 May 12, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Reduced 6,100 569 0.08% 0.13% 499 -6,400 -51.2% Q1 2026 Apr 27, 2026
Avior Wealth Management, LLC History Added to 6,108 569 0.02% 0.01% 500 +340 5.89% Q1 2026 Apr 09, 2026
Quinn Opportunity Partners LLC History Reduced 6,000 559 0.03% 0.06% 501 -11,120 -64.95% Q1 2026 May 15, 2026
West Family Investments, Inc. History Reduced 5,983 558 0.2% 0.15% 502 -2,235 -27.2% Q1 2026 May 07, 2026
May Hill Capital, LLC History Added to 5,965 556 0.14% 0.11% 503 +693 13.14% Q1 2026 May 06, 2026
ANCHYRA PARTNERS LLC History Added to 5,931 553 0.17% 0.14% 504 +390 7.04% Q1 2026 Apr 17, 2026
Gallacher Capital Management LLC History Reduced 5,900 550 0.21% 0.26% 505 -2,434 -29.21% Q1 2026 May 05, 2026
Ridge Creek Global, Inc History No change 5,875 548 0.46% 0.39% 506 0 0.0% Q1 2026 May 13, 2026
Trust Point Inc. History Added to 5,871 547 0.05% 0.02% 507 +2,021 52.49% Q1 2026 Apr 15, 2026
INGALLS & SNYDER LLC History No change 5,836 544 0.02% 0.02% 508 0 0.0% Q1 2026 May 13, 2026
Legacy Edge Advisors, LLC History Reduced 5,813 542 0.06% 0.05% 509 -13 -0.22% Q1 2026 May 11, 2026
Banco BTG Pactual S.A. History New 5,800 541 0.05% — 511 +5,800 New Q1 2026 May 12, 2026
Baker Ellis Asset Management LLC History Reduced 5,800 541 0.06% 0.08% 510 -2,800 -32.56% Q1 2026 Apr 17, 2026
Pure Financial Advisors, LLC History Added to 5,784 539 0.01% 0.01% 512 +440 8.23% Q1 2026 Apr 10, 2026
American Institute for Advanced Investment Management, LLP History New 5,765 537 0.35% — 513 +5,765 New Q1 2026 Apr 24, 2026
Marex Group plc History New 5,758 537 0.0% — 514 +5,758 New Q1 2026 May 13, 2026
Parkside Financial Bank & Trust History Reduced 5,751 536 0.04% 0.03% 516 -29 -0.5% Q1 2026 May 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 5,750 536 0.13% 0.11% 515 0 0.0% Q1 2026 Apr 17, 2026
Cohen Investment Advisors LLC History Reduced 5,724 533 0.25% 0.27% 517 -1,523 -21.02% Q1 2026 Apr 28, 2026
NWAM LLC History Added to 5,670 528 0.03% 0.03% 518 +450 8.62% Q1 2026 May 04, 2026
WEALTH ALLIANCE, LLC History New 5,646 526 0.05% — 519 +5,646 New Q1 2026 May 14, 2026
Dorato Capital Management History Added to 5,331 524 0.39% 0.34% 520 +100 1.91% Q1 2026 Apr 09, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 5,551 517 0.0% 0.0% 521 +1,853 50.11% Q1 2026 Apr 14, 2026
Purkiss Capital Advisors LLC History Reduced 5,480 511 0.22% 0.21% 522 -68 -1.23% Q1 2026 May 04, 2026
GLENMEDE TRUST CO NA History No change 6,378 510 0.0% 0.0% 523 0 0.0% Q4 2025 Feb 17, 2026
POTENTIA WEALTH History Added to 5,345 498 0.19% 0.14% 524 +585 12.29% Q1 2026 May 11, 2026
Bridgewater Advisors Inc. History Added to 4,414 494 0.03% 0.02% 525 +324 7.92% Q1 2026 May 14, 2026
Aspen Wealth Strategies, LLC History Reduced 5,292 493 0.26% 0.24% 526 -285 -5.11% Q1 2026 May 08, 2026
Apollon Wealth Management, LLC History Added to 5,185 483 0.01% 0.01% 527 +1,174 29.27% Q1 2026 Apr 22, 2026
Baird Financial Group, Inc. History Reduced 5,147 480 0.0% 0.0% 528 -75 -1.44% Q1 2026 May 14, 2026
CoreCommodity Management, LLC History Reduced 5,142 479 0.09% 0.12% 529 -1,748 -25.37% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 5,134 478 0.01% 0.01% 530 +1,544 43.01% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Reduced 5,090 474 0.0% 0.0% 531 -414 -7.52% Q1 2026 May 14, 2026
Comprehensive Money Management Services LLC History Added to 5,083 474 0.31% 0.27% 532 +100 2.01% Q1 2026 Apr 23, 2026
SIG BROKERAGE, LP History New 5,000 466 0.01% — 536 +5,000 New Q1 2026 May 15, 2026
KITCHING PARTNERS, LLC History New 5,000 466 0.43% — 537 +5,000 New Q1 2026 May 06, 2026
Titan Wealth (CI) Ltd History Reduced 5,000 466 0.2% 0.26% 535 -3,450 -40.83% Q1 2026 May 15, 2026
Vontobel Holding Ltd. History Reduced 5,001 466 0.0% 0.0% 533 -839 -14.37% Q1 2026 May 08, 2026
Legal Advantage Investments, Inc. History Reduced 5,000 466 0.24% 0.2% 534 -300 -5.66% Q1 2026 Apr 20, 2026
Portside Wealth Group, LLC History New 4,971 463 0.06% — 538 +4,971 New Q1 2026 May 12, 2026
Providence First Trust Co History Added to 4,957 462 0.16% 0.12% 539 +700 16.44% Q1 2026 May 04, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 4,947 461 0.06% 0.06% 540 -62 -1.24% Q1 2026 Apr 13, 2026
StoneX Group Inc. History Reduced 4,813 460 0.02% 0.02% 541 -406 -7.78% Q1 2026 May 14, 2026
Parvin Asset Management, LLC History Added to 4,905 457 0.33% 0.27% 542 +675 15.96% Q1 2026 May 15, 2026
ALLIANZ SE History Reduced 4,884 455 0.01% 0.01% 544 -639 -11.57% Q1 2026 May 11, 2026
UHLMANN PRICE SECURITIES, LLC History Added to 4,912 455 0.03% 0.23% 543 +1 0.02% Q1 2026 Apr 16, 2026
Autumn Glory Partners, LLC History No change 4,855 452 0.17% 0.14% 545 0 0.0% Q1 2026 May 04, 2026
CIBC Private Wealth Group LLC History No change 5,634 450 0.0% 0.0% 546 0 0.0% Q4 2025 Feb 12, 2026
RNC CAPITAL MANAGEMENT LLC History No change 5,622 449 0.02% 0.02% 547 0 0.0% Q4 2025 Feb 03, 2026
Summit Global Investments History Reduced 4,787 447 0.03% 0.03% 548 -1,363 -22.16% Q1 2026 May 07, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 4,779 445 0.0% 0.0% 549 -1,748 -26.78% Q1 2026 Apr 29, 2026
PRINCIPAL SECURITIES, INC. History Added to 4,750 443 0.01% 0.0% 550 +1,498 46.06% Q1 2026 May 13, 2026
Walker Asset Management, LLC History No change 4,746 442 0.24% 0.2% 551 0 0.0% Q1 2026 Apr 24, 2026
SG Trading Solutions, LLC History No change 5,476 438 0.1% 0.1% 552 0 0.0% Q4 2025 Feb 24, 2026
Frec Markets, Inc. History Added to 4,694 437 0.07% 0.09% 553 +759 19.29% Q1 2026 May 13, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 4,657 434 0.1% 0.1% 554 -1,174 -20.13% Q1 2026 May 13, 2026
KDT Advisors, LLC History Reduced 4,651 433 0.69% 0.69% 556 -1,500 -24.39% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 4,646 433 0.02% 0.01% 555 +1,161 33.31% Q1 2026 Apr 06, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 4,625 431 0.02% 0.02% 557 0 0.0% Q1 2026 Apr 15, 2026
SYON CAPITAL LLC History Added to 4,597 428 0.02% 0.02% 558 +79 1.75% Q1 2026 May 13, 2026
KINTRA WEALTH, LLC History New 4,550 424 0.03% — 561 +4,550 New Q1 2026 May 15, 2026
Leonteq Securities AG History Reduced 4,547 424 0.02% 0.01% 560 -307 -6.32% Q1 2026 Apr 27, 2026
Ballentine Partners, LLC History Added to 4,552 424 0.01% 0.01% 559 +102 2.29% Q1 2026 May 14, 2026
GATEWAY INVESTMENT ADVISERS LLC History New 4,514 421 0.0% — 562 +4,514 New Q1 2026 Apr 13, 2026
Freestone Capital Holdings, LLC History Reduced 4,507 420 0.01% 0.02% 563 -2,351 -34.28% Q1 2026 May 13, 2026
Accurate Wealth Management, LLC History Reduced 4,282 420 0.05% 0.06% 564 -1,655 -27.88% Q1 2026 Apr 22, 2026
Oppenheimer & Close, LLC History No change 4,500 419 0.26% 0.25% 565 0 0.0% Q1 2026 May 12, 2026
EFG International AG History Reduced 4,472 417 0.01% 0.01% 566 -474 -9.58% Q1 2026 May 15, 2026
Mesirow Financial Investment Management, Inc. History Added to 4,462 416 0.01% 0.01% 567 +623 16.23% Q1 2026 Apr 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 4,225 416 0.01% 0.0% 568 0 0.0% Q1 2026 May 06, 2026
Capital International Investors History Reduced 4,611 409 0.0% 0.01% 570 -488,808 -99.07% Q1 2026 May 13, 2026
Invesco Ltd. History Added to 4,384 409 0.0% 0.0% 569 +1,605 57.75% Q1 2026 May 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 4,375 408 0.01% 0.01% 571 +60 1.39% Q1 2026 Apr 29, 2026
Solstein Capital, LLC History No change 4,368 407 0.17% 0.14% 572 0 0.0% Q1 2026 May 14, 2026
Solitude Financial Services History Reduced 4,100 404 0.12% 0.18% 573 -2,800 -40.58% Q1 2026 Apr 16, 2026
Focus Financial Network, Inc. History Reduced 4,292 400 0.01% 0.01% 575 -970 -18.43% Q1 2026 Apr 14, 2026
Foster Victor Wealth Advisors, LLC History Reduced 4,050 400 0.02% 0.02% 574 -347 -7.89% Q1 2026 Apr 20, 2026
Spire Wealth Management History Added to 4,274 398 0.01% 0.01% 576 +55 1.3% Q1 2026 Apr 22, 2026
Wealth Quarterback LLC History Reduced 4,255 396 0.16% 0.19% 578 -2,277 -34.86% Q1 2026 Apr 09, 2026
Dynasty Wealth Management, LLC History Reduced 4,245 396 0.0% 0.0% 577 -148 -3.37% Q1 2026 May 14, 2026
S Harris Financial Group, LLC History Added to 4,233 394 0.36% 0.32% 579 +36 0.86% Q1 2026 Apr 21, 2026
MONECO ADVISORS, LLC History Added to 4,202 392 0.03% 0.02% 580 +291 7.44% Q1 2026 May 07, 2026
SeaCrest Wealth Management, LLC History New 4,183 390 0.04% — 582 +4,183 New Q1 2026 Apr 15, 2026
Visionary Wealth Advisors History Reduced 4,182 390 0.02% 0.02% 581 -100 -2.34% Q1 2026 May 13, 2026
Corient IA LLC History No change 4,170 389 0.37% 0.31% 583 0 0.0% Q1 2026 May 14, 2026
Marshall & Sterling Wealth Advisors Inc. History New 4,155 387 0.25% — 585 +4,155 New Q1 2026 May 07, 2026
Sivia Capital Partners, LLC History Added to 4,150 387 0.08% 0.05% 584 +1,270 44.1% Q1 2026 May 12, 2026
PRINCETON CAPITAL MANAGEMENT LLC History Added to 4,093 381 0.1% 0.08% 586 +131 3.31% Q1 2026 May 08, 2026
Castle Rock Wealth Management, LLC History Reduced 3,993 377 0.08% 0.08% 587 -41 -1.02% Q1 2026 Apr 08, 2026
Wealthspire Advisors, LLC History New 4,035 376 0.0% — 588 +4,035 New Q1 2026 May 01, 2026
VIKING FUND MANAGEMENT LLC History No change 4,000 373 0.04% 0.04% 589 0 0.0% Q1 2026 Apr 10, 2026
FOCUSED ALPHA, LLC History Added to 3,994 372 0.11% 0.08% 592 +408 11.38% Q1 2026 May 12, 2026
SAGE RHINO CAPITAL LLC History Added to 3,991 372 0.07% 0.06% 591 +88 2.25% Q1 2026 Apr 28, 2026
EADS & HEALD WEALTH MANAGEMENT History Reduced 3,997 372 0.19% 0.16% 590 -70 -1.72% Q1 2026 Apr 29, 2026
Nicholas Hoffman & Company, LLC. History Added to 3,955 368 0.01% 0.01% 594 +340 9.41% Q1 2026 Apr 29, 2026
STATE STREET CORP History No change 3,849 368 0.0% 0.0% 593 0 0.0% Q1 2026 May 15, 2026
Knollwood Investment Advisory, LLC History No change 3,950 368 0.04% 0.03% 595 0 0.0% Q1 2026 May 14, 2026
Fiduciary Alliance LLC History Added to 3,724 367 0.02% 0.01% 596 +1,165 45.53% Q1 2026 Apr 20, 2026
AGF MANAGEMENT LTD History Added to 3,900 363 0.0% 0.0% 597 +100 2.63% Q1 2026 May 07, 2026
LRI Investments, LLC History No change 3,840 358 0.03% 0.02% 598 0 0.0% Q1 2026 Apr 30, 2026
Arax Advisory Partners History Reduced 3,814 355 0.01% 0.01% 599 -1,304 -25.48% Q1 2026 May 13, 2026
BEARING POINT CAPITAL, LLC History No change 3,800 354 0.06% 0.05% 600 0 0.0% Q1 2026 May 07, 2026
Excelsior Advisor Network LLC History Added to 3,782 352 0.13% 0.14% 601 +300 8.62% Q1 2026 May 15, 2026
HFG Advisors, Inc. History No change 3,749 349 0.25% 0.22% 602 0 0.0% Q1 2026 May 08, 2026
Ascent Group, LLC History Added to 3,725 347 0.01% 0.01% 604 +385 11.53% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 3,721 347 0.0% 0.0% 603 +212 6.04% Q1 2026 May 14, 2026
Wright Wealth LLC History Reduced 3,701 345 0.23% 0.2% 605 -50 -1.33% Q1 2026 May 15, 2026
TICINO WEALTH History No change 3,650 344 0.12% 0.11% 606 0 0.0% Q1 2026 Apr 22, 2026
Tripletail Wealth Management, LLC History Reduced 3,628 342 0.47% 0.47% 607 -1,030 -22.11% Q1 2026 May 14, 2026
Hilltop Holdings Inc. History Reduced 3,646 340 0.03% 0.02% 608 -1,018 -21.83% Q1 2026 May 14, 2026
Fifth Third Wealth Advisors LLC History Reduced 3,649 340 0.01% 0.01% 609 -675 -15.61% Q1 2026 Apr 17, 2026
STEPH & CO History Reduced 3,602 336 0.1% 0.09% 610 -405 -10.11% Q1 2026 Apr 17, 2026
GFS Advisors, LLC History New 255 336 0.04% — 611 +255 New Q1 2026 Apr 30, 2026
JMN Financial LLC History Added to 3,584 334 0.33% 0.25% 612 +425 13.45% Q1 2026 May 15, 2026
Arista Wealth Management, LLC History No change 3,577 333 0.04% 0.04% 613 0 0.0% Q1 2026 Apr 30, 2026
Hexagon Capital Partners LLC History New 3,552 331 0.05% — 614 +3,552 New Q1 2026 May 04, 2026
MONARCH CAPITAL MANAGEMENT INC History New 3,437 326 0.08% — 615 +3,437 New Q1 2026 Apr 16, 2026
Inspire Investing, LLC History Reduced 3,489 325 0.03% 0.03% 616 -677 -16.25% Q1 2026 Apr 23, 2026
Mayflower Financial Advisors, LLC History Added to 3,480 324 0.04% 0.03% 617 +196 5.97% Q1 2026 Apr 23, 2026
Lighthouse Investment Partners, LLC History New 3,454 322 0.01% — 619 +3,454 New Q1 2026 May 14, 2026
Venturi Wealth Management, LLC History Reduced 3,452 322 0.01% 0.02% 618 -2,102 -37.85% Q1 2026 Apr 21, 2026
Keystone Financial Group History Reduced 3,412 318 0.02% 0.02% 620 -80 -2.29% Q1 2026 May 13, 2026
BOURNE LENT ASSET MANAGEMENT INC History No change 3,400 317 0.12% 0.09% 621 0 0.0% Q1 2026 Apr 17, 2026
Atlantic Union Bankshares Corp History Reduced 3,397 316 0.01% 0.01% 622 -313 -8.44% Q1 2026 May 12, 2026
Catalyst Investment Management LLC History New 3,149 315 0.35% — 623 +3,149 New Q1 2026 Apr 23, 2026
McIlrath & Eck, LLC History Added to 3,360 313 0.02% 0.02% 624 +148 4.61% Q1 2026 May 19, 2026
SPROTT INC. History Reduced 3,347 312 0.01% 0.01% 625 -1,260 -27.35% Q1 2026 May 08, 2026
Gibbs Wealth Management History New 3,323 310 0.04% — 626 +3,323 New Q1 2026 May 13, 2026
PFG Investments, LLC History Reduced 3,323 309 0.01% 0.02% 627 -1,997 -37.54% Q1 2026 Apr 27, 2026
Keel Point, LLC History No change 3,856 308 0.02% 0.02% 628 0 0.0% Q4 2025 Feb 12, 2026
Hudson Portfolio Management LLC History Reduced 3,285 306 0.26% 0.3% 629 -1,015 -23.6% Q1 2026 May 14, 2026
Summit Financial, LLC History Added to 3,184 304 0.0% 0.0% 630 +14 0.44% Q1 2026 May 15, 2026
OLD NATIONAL BANCORP /IN/ History Added to 3,249 303 0.01% 0.0% 631 +42 1.31% Q1 2026 Apr 21, 2026
DKM Wealth Management, Inc. History No change 3,250 303 0.22% 0.19% 632 0 0.0% Q1 2026 Apr 10, 2026
Valeo Financial Advisors, LLC History Reduced 3,220 300 0.01% 0.01% 633 -1,689 -34.41% Q1 2026 May 08, 2026
LVW Advisors, LLC History New 3,210 299 0.03% — 634 +3,210 New Q1 2026 Apr 20, 2026
CVA Family Office, LLC History No change 3,200 298 0.03% 0.03% 635 0 0.0% Q1 2026 Apr 29, 2026
PDS Planning, Inc History Added to 3,185 297 0.02% 0.02% 636 +291 10.06% Q1 2026 Apr 21, 2026
Bryn Mawr Trust Advisors, LLC History New 3,170 295 0.01% — 637 +3,170 New Q1 2026 May 04, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 3,150 293 0.01% 0.01% 638 0 0.0% Q1 2026 May 06, 2026
JOURNEY STRATEGIC WEALTH LLC History New 3,137 292 0.01% — 640 +3,137 New Q1 2026 Apr 15, 2026
WRIGHT INVESTORS SERVICE INC History Reduced 3,139 292 0.09% 0.08% 639 -39 -1.23% Q1 2026 Apr 29, 2026
Fortis Capital Advisors, LLC History Reduced 3,115 290 0.04% 0.18% 641 -11,927 -79.29% Q1 2026 Apr 28, 2026
NORDEN GROUP LLC History New 3,112 290 0.03% — 642 +3,112 New Q1 2026 Apr 15, 2026
Sharp Wealth Advisory, LLC History New 3,044 283 0.14% — 644 +3,044 New Q1 2026 Apr 27, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 3,040 283 0.03% 0.02% 643 +466 18.1% Q1 2026 May 11, 2026
Jefferies Financial Group Inc. History New 3,000 279 0.0% — 647 +3,000 New Q1 2026 May 07, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 3,000 279 0.02% — 648 +3,000 New Q1 2026 May 15, 2026
DODGE & COX History No change 3,000 279 0.0% 0.0% 645 0 0.0% Q1 2026 May 14, 2026
FAYEZ SAROFIM & CO History No change 3,000 279 0.0% 0.0% 646 0 0.0% Q1 2026 May 15, 2026
MATHER GROUP, LLC. History Reduced 2,959 276 0.0% 0.0% 649 -101 -3.3% Q1 2026 Apr 13, 2026
Genus Capital Management Inc. History New 2,949 275 0.03% — 651 +2,949 New Q1 2026 May 01, 2026
Quintet Private Bank (Europe) S.A. History Added to 2,950 275 0.02% 0.01% 650 +650 28.26% Q1 2026 Apr 22, 2026
Abundance Wealth Counselors History Added to 2,929 273 0.04% 0.04% 652 +73 2.56% Q1 2026 Apr 22, 2026
one8zero8, LLC History Reduced 2,900 270 0.06% 0.11% 653 -3,300 -53.23% Q1 2026 May 07, 2026
PERSONAL CFO SOLUTIONS, LLC History New 2,820 270 0.04% — 654 +2,820 New Q1 2026 Apr 30, 2026
Samara Investment Management, LLC History New 2,894 269 0.28% — 656 +2,894 New Q1 2026 May 07, 2026
Asset Allocation Strategies LLC History Reduced 2,893 269 0.05% 0.04% 655 -57 -1.93% Q1 2026 Apr 22, 2026
Savvy Advisors, Inc. History New 2,879 268 0.01% — 658 +2,879 New Q1 2026 May 11, 2026
Clearwave Capital, LLC History No change 2,883 268 0.18% 0.17% 657 0 0.0% Q1 2026 Apr 29, 2026
Everest Financial Group LLC History New 2,865 267 0.04% — 660 +2,865 New Q1 2026 May 15, 2026
DV EQUITIES, LLC History No change 3,346 267 0.05% 0.05% 659 0 0.0% Q4 2025 Feb 17, 2026
Gateway Wealth Partners, LLC History New 2,855 266 0.01% — 661 +2,855 New Q1 2026 May 15, 2026
Forum Finance Group S.A. History New 3,500 264 0.14% — 662 +3,500 New Q1 2026 May 07, 2026
Wedmont Private Capital History Reduced 2,680 263 0.01% 0.01% 663 -1,100 -29.1% Q1 2026 Apr 09, 2026
Thrive Wealth Management, LLC History Reduced 2,769 258 0.04% 0.04% 664 -756 -21.45% Q1 2026 Apr 09, 2026
Keudell/Morrison Wealth Management History New 2,750 256 0.05% — 665 +2,750 New Q1 2026 Apr 20, 2026
Aspire Capital Advisors LLC History New 2,718 253 0.06% — 667 +2,718 New Q1 2026 Apr 22, 2026
Main Street Financial Solutions, LLC History No change 3,170 253 0.02% 0.02% 666 0 0.0% Q4 2025 Feb 17, 2026
Quilter Plc History New 2,709 252 0.0% — 669 +2,709 New Q1 2026 May 13, 2026
Hudock, Inc. History Added to 2,703 252 0.04% 0.03% 668 +203 8.12% Q1 2026 May 13, 2026
National Philanthropic Trust History No change 2,700 251 0.0% 0.0% 670 0 0.0% Q1 2026 May 15, 2026
Ariadne Wealth Management, LP History No change 2,609 250 0.11% 0.11% 671 0 0.0% Q1 2026 May 15, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 2,659 248 0.2% 0.17% 672 0 0.0% Q1 2026 May 07, 2026
Monument Capital Management History New 2,636 245 0.06% — 673 +2,636 New Q1 2026 Apr 15, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 2,625 244 0.02% 0.02% 674 -196 -6.95% Q1 2026 Apr 09, 2026
Calydon Capital History No change 2,623 244 0.04% 0.04% 675 0 0.0% Q1 2026 May 15, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 2,612 243 0.03% 0.03% 676 +2 0.08% Q1 2026 Apr 30, 2026
MKT Advisors LLC History Reduced 2,565 242 0.08% 0.14% 678 -2,275 -47.0% Q1 2026 Apr 10, 2026
Plan A Wealth LLC History Reduced 2,598 242 0.12% 0.11% 680 -324 -11.09% Q1 2026 May 15, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 2,596 242 0.0% 0.0% 677 -200 -7.15% Q1 2026 May 15, 2026
Cherokee Insurance Co History No change 2,600 242 0.09% 0.08% 679 0 0.0% Q1 2026 Apr 28, 2026
Sterling Investment Advisors, Ltd. History Added to 2,593 241 0.04% 0.04% 681 +60 2.37% Q1 2026 May 04, 2026
GAM Holding AG History No change 3,000 240 0.02% 0.02% 682 0 0.0% Q4 2025 Feb 17, 2026
Fiduciary Group, LLC History No change 2,570 239 0.02% 0.02% 683 0 0.0% Q1 2026 May 11, 2026
Peregrine Asset Advisers, Inc. History No change 2,555 238 0.06% 0.06% 684 0 0.0% Q1 2026 Apr 24, 2026
Barry Investment Advisors, LLC History No change 2,551 238 0.05% 0.05% 685 0 0.0% Q1 2026 Apr 23, 2026
OneAscent Family Office, LLC History No change 2,557 238 0.17% 0.14% 686 0 0.0% Q1 2026 Apr 21, 2026
Accredited Investors Inc. History Added to 2,541 237 0.01% 0.01% 687 +11 0.43% Q1 2026 Apr 30, 2026
Mraz, Amerine & Associates, Inc. History No change 2,531 236 0.03% 0.03% 688 0 0.0% Q1 2026 May 05, 2026
AlphaCore Capital LLC History Reduced 2,440 234 0.01% 0.01% 689 -2,794 -53.38% Q1 2026 May 15, 2026
Bedel Financial Consulting, Inc. History New 2,498 233 0.03% — 690 +2,498 New Q1 2026 May 04, 2026
Optivise Advisory Services LLC History New 2,476 230 0.14% — 691 +2,476 New Q1 2026 Apr 15, 2026
FIDUCIARY TRUST CO History New 2,447 228 0.0% — 692 +2,447 New Q1 2026 May 15, 2026
FIRST NATIONAL BANK OF OMAHA History New 2,547 226 0.01% — 694 +2,547 New Q1 2026 May 11, 2026
Sunbelt Securities, Inc. History No change 2,424 226 0.01% 0.01% 693 0 0.0% Q1 2026 May 15, 2026
Simmons Bank History New 2,419 225 0.02% — 695 +2,419 New Q1 2026 Apr 23, 2026
Sovran Advisors, LLC History New 2,243 225 0.02% — 696 +2,243 New Q1 2026 May 01, 2026
Texas Yale Capital Corp. History New 2,410 224 0.01% — 697 +2,410 New Q1 2026 May 04, 2026
Ramsay, Stattman, Vela & Price, Inc. History New 2,405 224 0.04% — 698 +2,405 New Q1 2026 Apr 30, 2026
Union Bancaire Privee, UBP SA History Added to 2,898 223 0.0% 0.0% 701 +748 34.79% Q1 2026 Apr 22, 2026
TOMPKINS FINANCIAL CORP History No change 2,400 223 0.02% 0.01% 699 0 0.0% Q1 2026 Apr 09, 2026
Clarius Group, LLC History No change 2,797 223 0.01% 0.01% 700 0 0.0% Q4 2025 Jan 14, 2026
New Millennium Group LLC History No change 2,794 223 0.1% 0.1% 702 0 0.0% Q4 2025 Feb 06, 2026
RMR Wealth Builders History New 2,385 222 0.02% — 703 +2,385 New Q1 2026 Apr 22, 2026
55 North Private Wealth, LLC History New 2,383 222 0.06% — 704 +2,383 New Q1 2026 Apr 17, 2026
RIVERSEDGE ADVISORS, LLC History New 2,369 221 0.04% — 705 +2,369 New Q1 2026 Apr 15, 2026
Aspen Wealth Management LLC History New 2,368 220 0.04% — 708 +2,368 New Q1 2026 Apr 01, 2026
HOLDERNESS INVESTMENTS CO History New 2,366 220 0.04% — 706 +2,366 New Q1 2026 May 12, 2026
Outlook Wealth Advisors, LLC History New 2,365 220 0.05% — 707 +2,365 New Q1 2026 Apr 17, 2026
L. Roy Papp & Associates, LLP History Reduced 2,355 219 0.03% 0.02% 709 -195 -7.65% Q1 2026 Apr 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 2,345 218 0.01% — 710 +2,345 New Q1 2026 Apr 15, 2026
Icon Wealth Advisors, LLC History New 2,265 218 0.01% — 711 +2,265 New Q1 2026 May 12, 2026
Summit Financial Wealth Advisors, LLC History No change 2,703 216 0.03% 0.03% 712 0 0.0% Q4 2025 Jan 27, 2026
Holland Advisory Services, Inc. History New 2,309 215 0.29% — 714 +2,309 New Q1 2026 Apr 07, 2026
Old North State Trust, LLC History New 2,303 215 0.13% — 713 +2,303 New Q1 2026 May 13, 2026
Keebeck Wealth Management History New 2,303 214 0.02% — 716 +2,303 New Q1 2026 May 14, 2026
Montz Harcus Wealth Management LLC History New 2,300 214 0.09% — 717 +2,300 New Q1 2026 Apr 29, 2026
Anchor Investment Management, LLC History Reduced 2,301 214 0.02% 0.02% 715 -50 -2.13% Q1 2026 May 01, 2026
VISTA INVESTMENT PARTNERS LLC History New 2,289 213 0.06% — 720 +2,289 New Q1 2026 Apr 09, 2026
RIVERBRIDGE PARTNERS LLC History New 2,284 213 0.01% — 719 +2,284 New Q1 2026 Apr 17, 2026
BURNEY CO/ History Reduced 2,284 213 0.01% 0.01% 718 -296 -11.47% Q1 2026 Apr 29, 2026
Cresset Asset Management, LLC History New 2,233 211 0.0% — 722 +2,233 New Q1 2026 May 15, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Reduced 3,100 211 0.1% 0.15% 721 -900 -22.5% Q1 2026 Apr 22, 2026
Stonekeep Investments, LLC History New 2,253 210 0.14% — 723 +2,253 New Q1 2026 Apr 07, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History Reduced 2,250 209 0.2% 0.34% 724 -2,750 -55.0% Q1 2026 May 15, 2026
Left Brain Wealth Management, LLC History New 2,249 209 0.08% — 725 +2,249 New Q1 2026 Apr 30, 2026
Smith Thornton Advisors LLC History New 2,245 209 0.11% — 727 +2,245 New Q1 2026 Apr 16, 2026
Encompass More Asset Management History New 2,242 209 0.04% — 726 +2,242 New Q1 2026 Apr 28, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 2,238 208 0.0% 0.0% 728 -2,468 -52.44% Q1 2026 Apr 22, 2026
XXI WEALTH, LLC History New 2,232 208 0.12% — 730 +2,232 New Q1 2026 May 07, 2026
Eagle Strategies LLC History Reduced 2,235 208 0.02% 0.04% 729 -1,485 -39.92% Q1 2026 Apr 20, 2026
Capital Analysts, LLC History Reduced 2,215 207 0.01% 0.01% 731 -345 -13.48% Q1 2026 May 14, 2026
Focus Partners Advisor Solutions, LLC History New 2,210 206 0.0% — 732 +2,210 New Q1 2026 May 13, 2026
NorthRock Partners, LLC History New 2,204 205 0.0% — 733 +2,204 New Q1 2026 May 15, 2026
Colonial Trust Co / SC History No change 2,195 204 0.03% 0.02% 734 0 0.0% Q1 2026 May 12, 2026
Corecam Pte. Ltd. History New 2,180 203 0.09% — 736 +2,180 New Q1 2026 Apr 14, 2026
Kohmann Bosshard Financial Services, LLC History No change 2,177 203 0.02% 0.02% 735 0 0.0% Q1 2026 May 01, 2026
Larson Financial Group LLC History Added to 2,047 190 0.01% 0.0% 737 +1,370 202.36% Q1 2026 May 15, 2026
TIEMANN INVESTMENT ADVISORS, LLC History New 2,000 186 0.07% — 739 +2,000 New Q1 2026 May 12, 2026
Acropolis Investment Management, LLC History New 1,998 186 0.01% — 738 +1,998 New Q1 2026 Apr 09, 2026
Dunhill Financial, LLC History Added to 1,934 180 0.04% 0.04% 740 +13 0.68% Q1 2026 May 06, 2026
PRIVATE TRUST CO NA History No change 1,913 178 0.02% 0.01% 741 0 0.0% Q1 2026 Apr 30, 2026
Hilltop National Bank History Added to 1,802 168 0.04% 0.03% 742 +102 6.0% Q1 2026 Apr 02, 2026
Strategic Investment Advisors / MI History New 1,776 165 0.01% — 743 +1,776 New Q1 2026 May 18, 2026
Transamerica Financial Advisors, LLC History Added to 1,645 156 0.01% 0.0% 744 +1,124 215.74% Q1 2026 May 15, 2026
Bruce G. Allen Investments, LLC History Reduced 1,662 155 0.1% 0.09% 745 -28 -1.66% Q1 2026 May 08, 2026
Nemes Rush Group LLC History Added to 1,651 154 0.01% 0.01% 746 +28 1.73% Q1 2026 Apr 21, 2026
Wilmington Savings Fund Society, FSB History No change 1,650 153 0.0% 0.0% 747 0 0.0% Q1 2026 Apr 30, 2026
SageView Advisory Group, LLC History No change 1,914 153 0.01% 0.01% 748 0 0.0% Q4 2025 Feb 17, 2026
S.A. Mason LLC History No change 1,626 151 0.06% 0.05% 749 0 0.0% Q1 2026 Apr 27, 2026
Aventura Private Wealth, LLC History No change 1,601 149 0.05% 0.05% 750 0 0.0% Q1 2026 May 05, 2026
Basepoint Wealth LLC History Added to 1,576 146 0.08% 0.08% 751 +1 0.06% Q1 2026 May 07, 2026
State of Wyoming History Reduced 1,558 145 0.02% 0.01% 752 -100 -6.03% Q1 2026 May 13, 2026
ADIRONDACK TRUST CO History No change 1,500 139 0.05% 0.04% 753 0 0.0% Q1 2026 Apr 03, 2026
Glen Eagle Advisors, LLC History Added to 1,458 136 0.02% 0.0% 754 +1,006 222.57% Q1 2026 May 15, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 1,387 129 0.01% 0.01% 755 +75 5.72% Q1 2026 Apr 10, 2026
HHM Wealth Advisors, LLC History Added to 1,349 125 0.01% 0.01% 757 +400 42.15% Q1 2026 Apr 17, 2026
Westend Capital Management, LLC History Reduced 1,343 125 0.04% 0.04% 756 -253 -15.85% Q1 2026 Apr 14, 2026
Anfield Capital Management, LLC History New 1,321 123 0.03% — 758 +1,321 New Q1 2026 May 12, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,297 120 0.0% 0.0% 759 0 0.0% Q1 2026 May 11, 2026
Rosenberg Matthew Hamilton History No change 1,272 118 0.02% 0.02% 760 0 0.0% Q1 2026 Apr 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,239 115 0.0% 0.0% 761 0 0.0% Q1 2026 May 14, 2026
Western Wealth Management, LLC History New 1,232 114 0.0% — 762 +1,232 New Q1 2026 May 19, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,185 113 0.0% 0.0% 763 +49 4.31% Q1 2026 Apr 30, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 1,200 111 0.05% 0.04% 764 0 0.0% Q1 2026 May 01, 2026
Provenance Wealth Advisors, LLC History No change 1,200 111 0.01% 0.01% 765 0 0.0% Q1 2026 Apr 20, 2026
Manchester Capital Management LLC History Reduced 1,146 106 0.02% 0.01% 766 -67 -5.52% Q1 2026 May 11, 2026
Owl Creek Wealth Partners LLC History New 1,117 104 0.04% — 769 +1,117 New Q1 2026 May 13, 2026
ALBION FINANCIAL GROUP /UT History Reduced 1,117 104 0.01% 0.01% 767 -96 -7.91% Q1 2026 Apr 27, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 1,082 104 0.07% 0.07% 768 0 0.0% Q1 2026 May 15, 2026
EASTERN BANK History No change 1,106 103 0.0% 0.0% 770 0 0.0% Q1 2026 Apr 07, 2026
UMB Bank, n.a. History Added to 1,060 98 0.0% 0.0% 771 +1 0.09% Q1 2026 May 11, 2026
Innovative Asset Advisors Group, LLC History New 1,012 96 0.06% — 772 +1,012 New Q1 2026 May 12, 2026
Advocate Investing Services LLC History No change 1,000 93 0.08% 0.07% 773 0 0.0% Q1 2026 Apr 22, 2026
Salomon & Ludwin, LLC History Added to 973 91 0.01% 0.0% 774 +501 106.14% Q1 2026 May 11, 2026
BALLAST ADVISORS LLC History New 966 90 0.03% — 777 +966 New Q1 2026 May 12, 2026
FIRST HORIZON CORP History Reduced 965 90 0.0% 0.0% 775 -12 -1.23% Q1 2026 Apr 30, 2026
Grove Bank & Trust History Reduced 970 90 0.01% 0.01% 776 -3 -0.31% Q1 2026 Apr 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 928 86 0.0% 0.0% 778 +110 13.45% Q1 2026 May 15, 2026
Sound Income Strategies, LLC History Reduced 893 84 0.0% 0.0% 779 -39 -4.18% Q1 2026 Apr 27, 2026
Wealth Preservation Advisors, LLC History No change 905 84 0.07% 0.04% 780 0 0.0% Q1 2026 May 15, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 897 83 0.01% 0.01% 782 +148 19.76% Q1 2026 May 06, 2026
BNP PARIBAS History No change 900 83 0.0% 0.0% 781 0 0.0% Q1 2026 May 12, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 900 82 0.0% 0.01% 783 0 0.0% Q1 2026 Apr 15, 2026
WealthCollab, LLC History No change 873 81 0.03% 0.03% 784 0 0.0% Q1 2026 May 13, 2026
Banque Transatlantique SA History No change 865 81 0.0% 0.0% 785 0 0.0% Q1 2026 May 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 838 78 0.02% 0.02% 786 +66 8.55% Q1 2026 Apr 29, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 800 75 0.01% 0.01% 787 0 0.0% Q1 2026 May 15, 2026
Legend Capital Advisors LLC History New 775 72 0.05% — 788 +775 New Q1 2026 May 15, 2026
NBC SECURITIES, INC. History Reduced 753 70 0.01% 0.01% 789 -125 -14.24% Q1 2026 Apr 14, 2026
MTM Investment Management, LLC History No change 754 70 0.02% 0.02% 790 0 0.0% Q1 2026 May 06, 2026
Triumph Capital Management History Added to 727 69 0.01% 0.01% 791 +138 23.43% Q1 2026 May 13, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Added to 713 66 0.01% 0.01% 792 +146 25.75% Q1 2026 May 11, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 696 64 0.0% — 794 +693 23100.0% Q1 2026 Apr 15, 2026
Coastline Trust Co History No change 695 64 0.01% 0.01% 793 0 0.0% Q1 2026 Apr 03, 2026
BFSG, LLC History Reduced 673 62 0.01% 0.01% 795 -29 -4.13% Q1 2026 Apr 28, 2026
BESSEMER GROUP INC History Reduced 655 61 0.0% 0.0% 796 -3,683 -84.9% Q1 2026 May 06, 2026
Centerpoint Advisors, LLC History No change 629 59 0.02% 0.02% 797 0 0.0% Q1 2026 May 07, 2026
Whipplewood Advisors, LLC History Added to 622 58 0.03% 0.0% 799 +593 2044.83% Q1 2026 Apr 30, 2026
NFSG Corp History Reduced 626 58 0.01% 0.01% 798 -83 -11.71% Q1 2026 May 05, 2026
True Wealth Design, LLC History Added to 615 57 0.02% 0.0% 801 +429 230.65% Q1 2026 Apr 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 617 57 0.01% 0.01% 800 0 0.0% Q1 2026 Apr 16, 2026
BAILLIE GIFFORD & CO History Added to 590 55 0.0% 0.0% 802 +66 12.6% Q1 2026 May 08, 2026
Gen-Wealth Partners Inc History No change 600 55 0.02% 0.02% 803 0 0.0% Q1 2026 May 08, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 573 53 0.01% — 804 +573 New Q1 2026 May 08, 2026
Key FInancial Inc History Added to 552 51 0.01% 0.01% 805 +202 57.71% Q1 2026 Apr 24, 2026
Hilton Head Capital Partners, LLC History No change 524 48 0.03% 0.02% 806 0 0.0% Q1 2026 Apr 20, 2026
Strategic Advocates LLC History Reduced 500 46 0.2% 0.01% 807 -167 -25.04% Q1 2026 May 15, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 500 46 0.04% 0.03% 808 0 0.0% Q1 2026 Apr 21, 2026
Strengthening Families & Communities, LLC History New 482 45 0.01% — 809 +482 New Q1 2026 May 11, 2026
Golden State Wealth Management, LLC History Reduced 454 42 0.0% 0.01% 814 -400 -46.84% Q1 2026 Apr 28, 2026
NATIXIS History Reduced 459 42 0.0% 0.0% 810 -41 -8.2% Q1 2026 May 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 460 42 0.0% 0.0% 811 0 0.0% Q1 2026 May 14, 2026
Heritage Wealth Advisors History No change 453 42 0.0% 0.0% 812 0 0.0% Q1 2026 May 13, 2026
Pinnacle Bancorp, Inc. History No change 453 42 0.01% 0.01% 813 0 0.0% Q1 2026 Apr 22, 2026
Financial Perspectives, Inc History No change 443 41 0.01% 0.01% 815 0 0.0% Q1 2026 May 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 429 40 0.0% 0.0% 816 0 0.0% Q1 2026 Apr 15, 2026
Ancora Advisors LLC History No change 438 40 0.0% 0.0% 817 0 0.0% Q1 2026 May 15, 2026
Pandora Wealth, Inc. History No change 500 40 0.02% 0.02% 818 0 0.0% Q4 2025 Feb 04, 2026
Cromwell Holdings LLC History No change 416 39 0.02% 0.02% 819 0 0.0% Q1 2026 Apr 30, 2026
Evelyn Partners Investment Management LLP History No change 420 39 0.0% 0.0% 820 0 0.0% Q1 2026 May 15, 2026
Root Financial Partners, LLC History Added to 413 38 0.0% 0.0% 821 +2 0.49% Q1 2026 Apr 24, 2026
Costello Asset Management, INC History New 400 37 0.01% — 825 +400 New Q1 2026 Apr 30, 2026
CoreCap Advisors, LLC History Added to 396 37 0.0% 0.0% 824 +133 50.57% Q1 2026 Apr 07, 2026
GHP Investment Advisors, Inc. History No change 400 37 0.0% 0.0% 822 0 0.0% Q1 2026 Apr 21, 2026
Pacifica Partners Inc. History No change 400 37 0.01% 0.01% 823 0 0.0% Q1 2026 Apr 09, 2026
Winch Advisory Services, LLC History No change 381 35 0.01% 0.01% 826 0 0.0% Q1 2026 Apr 30, 2026
V-Square Quantitative Management LLC History New 373 34 0.0% — 828 +373 New Q1 2026 Apr 27, 2026
Cheviot Value Management, LLC History No change 368 34 0.0% 0.0% 827 0 0.0% Q1 2026 May 12, 2026
PFS Partners, LLC History No change 344 32 0.01% 0.01% 829 0 0.0% Q1 2026 Apr 09, 2026
PROSPERITY BANCSHARES INC History New 340 31 0.02% — 832 +340 New Q1 2026 May 12, 2026
Cornerstone Planning Group LLC History Added to 317 31 0.0% 0.0% 831 +39 14.03% Q1 2026 May 06, 2026
Strategic Wealth Partners, Ltd. History No change 341 31 0.0% 0.0% 830 0 0.0% Q1 2026 May 12, 2026
Rakuten Securities, Inc. History Reduced 330 30 0.01% 0.1% 834 -3,493 -91.37% Q1 2026 May 01, 2026
CNB Bank History Reduced 330 30 0.01% 0.08% 833 -2,038 -86.06% Q1 2026 May 06, 2026
AMERICAN NATIONAL BANK & TRUST History No change 320 29 0.0% 0.0% 835 0 0.0% Q1 2026 Apr 23, 2026
Geneos Wealth Management Inc. History No change 315 29 0.0% 0.0% 836 0 0.0% Q1 2026 May 04, 2026
TORONTO DOMINION BANK History Reduced 300 28 0.0% 0.0% 837 -100 -25.0% Q1 2026 May 15, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 303 28 0.01% 0.01% 838 +74 32.31% Q1 2026 Apr 06, 2026
AdvisorNet Financial, Inc History Added to 294 27 0.0% 0.0% 839 +181 160.18% Q1 2026 Apr 17, 2026
SHP Wealth Management History Added to 292 27 0.0% 0.0% 840 +72 32.73% Q1 2026 May 08, 2026
MCF Advisors LLC History New 278 26 0.0% — 844 +278 New Q1 2026 May 11, 2026
VALLEY NATIONAL ADVISERS INC History No change 285 26 0.0% 0.0% 841 0 0.0% Q1 2026 Apr 15, 2026
TD Capital Management LLC History No change 285 26 0.0% 0.0% 842 0 0.0% Q1 2026 May 11, 2026
Financial Freedom, LLC History No change 284 26 0.01% 0.01% 843 0 0.0% Q1 2026 Apr 30, 2026
Bank of New Hampshire History No change 275 25 0.01% 0.0% 845 0 0.0% Q1 2026 Apr 13, 2026
Bell Investment Advisors, Inc History Added to 266 24 0.0% 0.0% 847 +29 12.24% Q1 2026 Apr 17, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 267 24 0.01% 0.01% 846 0 0.0% Q1 2026 Apr 27, 2026
DAGCO, INC. History New 252 23 0.0% — 849 +252 New Q1 2026 Apr 20, 2026
Clearstead Advisors, LLC History No change 256 23 0.0% 0.0% 848 0 0.0% Q1 2026 May 06, 2026
Operose Advisors LLC History New 244 22 0.01% — 851 +244 New Q1 2026 May 12, 2026
FINANCIAL CONSULATE, INC History Added to 237 22 0.0% 0.0% 850 +162 216.0% Q1 2026 Apr 21, 2026
SJS Investment Consulting Inc. History Added to 235 21 0.0% 0.0% 853 +20 9.3% Q1 2026 Apr 23, 2026
Measured Wealth Private Client Group, LLC History No change 227 21 0.01% 0.0% 852 0 0.0% Q1 2026 May 13, 2026
GW&K Investment Management, LLC History Added to 212 20 0.0% 0.0% 854 +75 54.74% Q1 2026 May 13, 2026
Advantage Trust Co History No change 225 20 0.01% 0.01% 855 0 0.0% Q1 2026 May 05, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 210 19 0.0% — 857 +210 New Q1 2026 Apr 14, 2026
Ascentis Independent Advisors History New 204 19 0.0% — 858 +204 New Q1 2026 Apr 28, 2026
Acumen Wealth Advisors, LLC History Added to 202 19 0.01% 0.0% 856 +142 236.67% Q1 2026 May 13, 2026
Hickory Point Bank & Trust History New 200 18 0.01% — 863 +200 New Q1 2026 Apr 03, 2026
JFS WEALTH ADVISORS, LLC History No change 199 18 0.0% 0.0% 859 0 0.0% Q1 2026 Apr 20, 2026
Avion Wealth History No change 200 18 0.0% 0.0% 860 0 0.0% Q1 2026 May 01, 2026
Lodestone Wealth Management LLC History No change 194 18 0.01% 0.01% 861 0 0.0% Q1 2026 May 01, 2026
Berbice Capital Management LLC History No change 200 18 0.01% 0.01% 862 0 0.0% Q1 2026 May 06, 2026
Vermillion Wealth Management, Inc. History Added to 190 17 0.01% 0.01% 864 +21 12.43% Q1 2026 Apr 17, 2026
Essential Partners LLC History No change 185 17 0.01% 0.0% 865 0 0.0% Q1 2026 May 21, 2026
Hara Capital LLC History Reduced 168 16 0.01% 0.01% 867 -70 -29.41% Q1 2026 May 14, 2026
Nalls Sherbakoff Group, LLC History No change 200 16 0.01% 0.01% 866 0 0.0% Q4 2025 Mar 12, 2026
Abound Wealth Management History No change 164 15 0.0% 0.0% 868 0 0.0% Q1 2026 Apr 10, 2026
Boreal Capital Management LLC History No change 160 15 0.01% 0.01% 869 0 0.0% Q1 2026 May 14, 2026
Signature Equity Partners, LLC History No change 169 15 0.01% 0.01% 870 0 0.0% Q1 2026 May 13, 2026
Washington Trust Advisors, Inc. History No change 154 14 0.0% 0.0% 871 0 0.0% Q1 2026 Apr 06, 2026
Cassaday & Co Wealth Management LLC History New 145 13 0.0% — 874 +145 New Q1 2026 May 07, 2026
Dogwood Wealth Management LLC History Added to 140 13 0.01% 0.0% 873 +68 94.44% Q1 2026 May 12, 2026
Westfuller Advisors, LLC History No change 137 13 0.01% 0.0% 872 0 0.0% Q1 2026 Apr 28, 2026
Retirement Wealth Solutions LLC History Added to 133 12 0.01% 0.01% 877 +20 17.7% Q1 2026 Apr 07, 2026
Private Wealth Asset Management, LLC History No change 139 12 0.0% 0.0% 875 0 0.0% Q1 2026 May 06, 2026
Aspect Partners, LLC History No change 132 12 0.0% 0.0% 876 0 0.0% Q1 2026 Apr 02, 2026
Evelyn Partners Investment Management Services Ltd History No change 135 12 0.0% 0.0% 878 0 0.0% Q1 2026 May 15, 2026
MASECO LLP History New 127 11 0.0% — 882 +127 New Q1 2026 Apr 21, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 135 11 0.0% 0.0% 879 -4 -2.88% Q1 2026 Apr 30, 2026
Lavaca Capital LLC History No change 120 11 0.0% 0.0% 880 0 0.0% Q1 2026 May 13, 2026
IAG Wealth Partners, LLC History No change 118 11 0.0% 0.0% 881 0 0.0% Q1 2026 Apr 29, 2026
Ninety One UK Ltd History New 114 10 0.0% — 886 +114 New Q1 2026 Apr 24, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History New 110 10 0.0% — 885 +110 New Q1 2026 Apr 20, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 110 10 0.0% 0.0% 884 +35 46.67% Q1 2026 Apr 22, 2026
Colonial Trust Advisors History No change 114 10 0.0% 0.0% 883 0 0.0% Q1 2026 May 12, 2026
Coston, McIsaac & Partners History Reduced 103 9 0.0% 0.0% 887 -24 -18.9% Q1 2026 Apr 22, 2026
MidFirst Bank History Reduced 95 8 0.0% 0.01% 892 -1,239 -92.88% Q1 2026 May 15, 2026
RMG Wealth Management LLC History New 79 8 0.0% — 894 +79 New Q1 2026 May 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 87 8 0.0% — 889 +75 625.0% Q1 2026 Apr 13, 2026
Ares Financial Consulting, LLC History Added to 89 8 0.01% 0.0% 893 +69 345.0% Q1 2026 Apr 02, 2026
Kilter Group LLC History Added to 95 8 0.0% 0.0% 891 +51 115.91% Q1 2026 May 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 91 8 0.0% 0.0% 888 -7 -7.14% Q1 2026 May 08, 2026
Signature Resources Capital Management, LLC History No change 95 8 0.0% 0.0% 890 0 0.0% Q1 2026 May 01, 2026
YANKCOM Partnership History Reduced 78 7 0.0% 0.01% 897 -107 -57.84% Q1 2026 Apr 20, 2026
WPG Advisers, LLC History Added to 79 7 0.01% 0.0% 899 +7 9.72% Q1 2026 Apr 29, 2026
Smithfield Trust Co History No change 71 7 0.0% 0.0% 895 0 0.0% Q1 2026 May 08, 2026
Founders Capital Management History No change 77 7 0.0% 0.0% 896 0 0.0% Q1 2026 Apr 21, 2026
Raiffeisen Bank International AG History No change 85 7 0.0% 0.0% 898 0 0.0% Q1 2026 Apr 24, 2026
JPL Wealth Management, LLC History New 72 6 0.0% — 905 +72 New Q1 2026 May 08, 2026
Truvestments Capital LLC History New 65 6 0.0% — 904 +65 New Q1 2026 May 13, 2026
Bare Financial Services, Inc History Added to 67 6 0.0% 0.0% 903 +24 55.81% Q1 2026 May 14, 2026
Core Alternative Capital History No change 75 6 0.0% 0.0% 900 0 0.0% Q1 2026 Apr 30, 2026
Physician Wealth Advisors, Inc. History No change 73 6 0.0% 0.0% 901 0 0.0% Q1 2026 Apr 24, 2026
Archer Investment Corp History No change 68 6 0.0% 0.0% 902 0 0.0% Q1 2026 May 04, 2026
Stone House Investment Management, LLC History Added to 64 5 0.0% 0.0% 907 +17 36.17% Q1 2026 Apr 22, 2026
IMA Advisory Services, Inc. History Reduced 61 5 0.0% 0.0% 906 -3 -4.69% Q1 2026 May 06, 2026
Kozak & Associates, Inc. History No change 57 5 0.0% 0.0% 908 0 0.0% Q1 2026 Apr 14, 2026
Principia Wealth Advisory, LLC History No change 68 5 0.0% 0.0% 909 0 0.0% Q4 2025 Feb 10, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 64 5 0.0% 0.0% 910 0 0.0% Q1 2026 Apr 02, 2026
North Star Investment Management Corp. History Reduced 46 4 0.0% 0.0% 911 -300 -86.71% Q1 2026 Apr 23, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 53 4 0.0% — 913 +42 381.82% Q1 2026 Apr 30, 2026
First Command Advisory Services, Inc. History Added to 43 4 0.0% 0.0% 914 +14 48.28% Q1 2026 May 07, 2026
Trust Co History No change 46 4 0.0% 0.0% 912 0 0.0% Q1 2026 Apr 13, 2026
N.E.W. Advisory Services LLC History No change 51 4 0.0% 0.0% 915 0 0.0% Q1 2026 May 04, 2026
True Link Financial Advisors, LLC History New 40 3 0.0% — 923 +40 New Q1 2026 Apr 29, 2026
Purpose Unlimited Inc. History New 40 3 0.0% — 924 +40 New Q1 2026 May 15, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 40 3 0.0% 0.0% 916 0 0.0% Q1 2026 May 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 33 3 0.0% 0.0% 917 0 0.0% Q1 2026 Apr 23, 2026
Westside Investment Management, Inc. History No change 40 3 0.0% 0.0% 918 0 0.0% Q1 2026 May 04, 2026
Elevated Capital Advisors, LLC History No change 36 3 0.0% 0.0% 919 0 0.0% Q1 2026 Apr 30, 2026
Byrne Asset Management LLC History No change 40 3 0.0% 0.0% 920 0 0.0% Q1 2026 Apr 02, 2026
Strive Financial Group ,LLC History No change 27 3 0.0% 0.0% 921 0 0.0% Q1 2026 May 15, 2026
Bravera Wealth History No change 33 3 0.0% 0.0% 922 0 0.0% Q1 2026 Apr 22, 2026
SWAN Capital LLC History Reduced 24 2 0.0% 0.0% 932 -76 -76.0% Q1 2026 May 14, 2026
Quaker Wealth Management, LLC History Reduced 22 2 0.0% 0.0% 928 -31 -58.49% Q1 2026 Apr 10, 2026
Arlington Trust Co LLC History New 31 2 0.0% — 935 +31 New Q1 2026 Apr 08, 2026
Intentional Wealth Strategies, LLC History New 30 2 0.0% — 937 +30 New Q1 2026 May 05, 2026
Bayforest Capital Ltd History New 22 2 0.0% — 936 +22 New Q1 2026 Apr 15, 2026
CX Institutional History Added to 20 2 0.0% 0.0% 929 +12 150.0% Q1 2026 Apr 06, 2026
Cornerstone Financial Management LLC History Added to 25 2 0.0% 0.0% 934 +6 31.58% Q1 2026 May 08, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 31 2 0.0% 0.0% 925 +2 6.9% Q1 2026 May 07, 2026
COUNTRY TRUST BANK History No change 30 2 0.0% 0.0% 926 0 0.0% Q1 2026 Apr 10, 2026
Sawyer & Company, Inc History No change 25 2 0.0% 0.0% 927 0 0.0% Q1 2026 Apr 23, 2026
TSFG, LLC History No change 25 2 0.0% 0.0% 930 0 0.0% Q1 2026 Apr 27, 2026
TUCKER ASSET MANAGEMENT LLC History No change 29 2 0.0% 0.0% 931 0 0.0% Q4 2025 Feb 05, 2026
Rachor Investment Advisory Services, LLC History No change 28 2 0.0% 0.0% 933 0 0.0% Q1 2026 May 07, 2026
Nvest Wealth Strategies, Inc. History Reduced 14 1 0.0% 0.02% 944 -333 -95.97% Q1 2026 Apr 13, 2026
Burk Holdings LLC History New 21 1 0.0% — 952 +21 New Q1 2026 May 07, 2026
Silicon Valley Capital Partners History New 18 1 0.0% — 946 +18 New Q1 2026 May 19, 2026
MBM WEALTH CONSULTANTS, LLC History New 17 1 0.0% — 947 +17 New Q1 2026 Apr 20, 2026
Financial Network Wealth Advisors LLC History New 16 1 0.0% — 951 +16 New Q1 2026 May 14, 2026
Vanguard National Trust Co History New 15 1 0.0% — 949 +15 New Q1 2026 May 08, 2026
Frazier Financial Advisors, LLC History New 15 1 0.0% — 950 +15 New Q1 2026 May 05, 2026
Scarborough Advisors, LLC History New 13 1 0.0% — 948 +13 New Q1 2026 May 07, 2026
Hurley Capital, LLC History New 11 1 0.0% — 945 +11 New Q1 2026 May 06, 2026
Financial Management Professionals, Inc. History No change 16 1 0.0% 0.0% 938 0 0.0% Q1 2026 Apr 15, 2026
DHJJ Financial Advisors, Ltd. History No change 21 1 0.0% 0.0% 939 0 0.0% Q1 2026 Apr 09, 2026
ORG Partners LLC History No change 18 1 0.0% 0.0% 940 0 0.0% Q4 2025 Jan 14, 2026
Gold Investment Management Ltd. History No change 12 1 0.0% — 941 0 0.0% Q1 2026 Apr 22, 2026
Quest 10 Wealth Builders, Inc. History No change 17 1 0.0% 0.0% 942 0 0.0% Q1 2026 May 06, 2026
Navigoe, LLC History No change 12 1 0.0% — 943 0 0.0% Q1 2026 May 01, 2026
MANGROVE PARTNERS IM, LLC History Closed out 0 0 — 6.51% — -998,661 -100.0% Q1 2026 May 15, 2026
AQR Arbitrage LLC History Closed out 0 0 — 0.9% — -536,093 -100.0% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.03% — -283,368 -100.0% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Closed out 0 0 — 0.24% — -249,356 -100.0% Q1 2026 May 15, 2026
NOMURA HOLDINGS INC History Closed out 0 0 — 0.02% — -203,000 -100.0% Q1 2026 May 15, 2026
Yaupon Capital Management LP History Closed out 0 0 — 0.44% — -152,955 -100.0% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 — 0.05% — -127,678 -100.0% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Closed out 0 0 — 0.29% — -126,149 -100.0% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.03% — -108,533 -100.0% Q1 2026 May 15, 2026
Ovata Capital Management Ltd History Closed out 0 0 — 0.98% — -100,371 -100.0% Q1 2026 May 13, 2026
GROUP ONE TRADING LLC History Closed out 0 0 — 0.01% — -61,665 -100.0% Q1 2026 May 13, 2026
Trek Financial, LLC History Closed out 0 0 — 0.25% — -54,824 -100.0% Q1 2026 May 13, 2026
Impala Asset Management LLC History Closed out 0 0 — 2.03% — -40,194 -100.0% Q1 2026 May 13, 2026
DekaBank Deutsche Girozentrale History Closed out 0 0 — 0.0% — -34,338 -100.0% Q1 2026 May 07, 2026
COMMONS CAPITAL, LLC History Closed out 0 0 — 1.61% — -30,000 -100.0% Q1 2026 Apr 30, 2026
Quadrature Capital Ltd History Closed out 0 0 — 0.02% — -29,397 -100.0% Q1 2026 May 15, 2026
Caprock Group, LLC History Closed out 0 0 — 0.05% — -26,684 -100.0% Q1 2026 May 11, 2026
HSBC HOLDINGS PLC History Closed out 0 0 — 0.0% — -25,929 -100.0% Q1 2026 Apr 30, 2026
PANAGORA ASSET MANAGEMENT INC History Closed out 0 0 — 0.01% — -19,335 -100.0% Q1 2026 May 14, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — 0.37% — -18,670 -100.0% Q1 2026 May 11, 2026
Triton Financial Group Inc History Closed out 0 0 — 0.97% — -18,303 -100.0% Q1 2026 May 15, 2026
Entropy Technologies, LP History Closed out 0 0 — 0.07% — -16,887 -100.0% Q1 2026 May 14, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -16,600 -100.0% Q1 2026 May 14, 2026
Farringdon Capital, Ltd. History Closed out 0 0 — 0.33% — -16,588 -100.0% Q1 2026 May 15, 2026
Astra Wealth Partners LLC History Closed out 0 0 — 0.6% — -12,691 -100.0% Q1 2026 May 06, 2026
Delta Investment Management, LLC History Closed out 0 0 — 0.17% — -12,365 -100.0% Q1 2026 May 12, 2026
Baader Bank Aktiengesellschaft History Closed out 0 0 — 0.07% — -12,150 -100.0% Q1 2026 May 08, 2026
Vanguard Capital Wealth Advisors History Closed out 0 0 — 0.76% — -11,932 -100.0% Q1 2026 Apr 21, 2026
Investors Research Corp History Closed out 0 0 — 0.17% — -11,715 -100.0% Q1 2026 Apr 03, 2026
CenterBook Partners LP History Closed out 0 0 — 0.04% — -9,636 -100.0% Q1 2026 May 05, 2026
GTS SECURITIES LLC History Closed out 0 0 — 0.02% — -7,544 -100.0% Q1 2026 May 14, 2026
Forum Financial Management, LP History Closed out 0 0 — 0.01% — -7,345 -100.0% Q1 2026 Apr 23, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.08% — -7,191 -100.0% Q1 2026 May 15, 2026
Graham Capital Management, L.P. History Closed out 0 0 — 0.01% — -7,000 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 — 0.02% — -6,156 -100.0% Q1 2026 May 14, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.01% — -5,032 -100.0% Q1 2026 Apr 23, 2026
Brookstone Capital Management History Closed out 0 0 — 0.0% — -4,876 -100.0% Q1 2026 Apr 16, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 — 0.0% — -4,326 -100.0% Q1 2026 May 15, 2026
Brucke Financial, Inc. History Closed out 0 0 — 0.18% — -4,216 -100.0% Q1 2026 Apr 10, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History Closed out 0 0 — 0.06% — -3,548 -100.0% Q1 2026 May 13, 2026
HighPoint Advisor Group LLC History Closed out 0 0 — 0.01% — -3,440 -100.0% Q1 2026 May 14, 2026
Private Advisory Group LLC History Closed out 0 0 — 0.02% — -3,425 -100.0% Q1 2026 May 08, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -3,397 -100.0% Q1 2026 May 11, 2026
R Squared Ltd History Closed out 0 0 — 0.12% — -3,338 -100.0% Q1 2026 Apr 29, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.01% — -3,283 -100.0% Q1 2026 May 12, 2026
TT Capital Management LLC History Closed out 0 0 — 0.2% — -3,134 -100.0% Q1 2026 May 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Closed out 0 0 — 0.01% — -3,006 -100.0% Q1 2026 May 14, 2026
Erste Asset Management GmbH History Closed out 0 0 — 0.0% — -3,000 -100.0% Q1 2026 May 11, 2026
PharVision Advisers, LLC History Closed out 0 0 — 0.11% — -2,844 -100.0% Q1 2026 May 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Closed out 0 0 — 0.03% — -2,635 -100.0% Q1 2026 May 05, 2026
MINDSET WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.05% — -2,532 -100.0% Q1 2026 Apr 22, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -2,522 -100.0% Q1 2026 Apr 28, 2026
Garner Asset Management Corp History Closed out 0 0 — 0.07% — -2,215 -100.0% Q1 2026 Apr 28, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 — 0.03% — -1,064 -100.0% Q1 2026 May 11, 2026
Keating Financial Advisory Services, Inc. History Closed out 0 0 — 0.01% — -611 -100.0% Q1 2026 May 15, 2026
Mechanics Financial Corp History Closed out 0 0 — 0.01% — -500 -100.0% Q1 2026 May 06, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.01% — -335 -100.0% Q1 2026 May 15, 2026
Crewe Advisors LLC History Closed out 0 0 — 0.0% — -275 -100.0% Q1 2026 May 07, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.01% — -230 -100.0% Q1 2026 May 04, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Closed out 0 0 — 0.0% — -200 -100.0% Q1 2026 May 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.0% — -193 -100.0% Q1 2026 Apr 28, 2026
JNBA Financial Advisors History Closed out 0 0 — 0.0% — -154 -100.0% Q1 2026 Apr 22, 2026
Quattro Advisors LLC History Closed out 0 0 — 0.01% — -133 -100.0% Q1 2026 May 14, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 — 0.0% — -70 -100.0% Q1 2026 May 12, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.0% — -42 -100.0% Q1 2026 May 06, 2026
Merited Wealth, LLC History Closed out 0 0 — 0.0% — -39 -100.0% Q1 2026 Apr 24, 2026
Johnson Financial Group, Inc. History Closed out 0 0 — 0.0% — -34 -100.0% Q1 2026 May 07, 2026
Independence Bank of Kentucky History Closed out 0 0 — 0.0% — -33 -100.0% Q1 2026 Apr 30, 2026
MCGUIRE CAPITAL ADVISORS INC History Closed out 0 0 — 0.0% — -32 -100.0% Q1 2026 May 14, 2026
SouthState Bank Corp History Reduced 5 0 — 0.0% — -26 -83.87% Q1 2026 May 05, 2026
Mosley Wealth Management History New 11 0 — — — +11 New Q1 2026 Apr 27, 2026
Prestige Wealth Management Group LLC History New 10 0 — — — +10 New Q1 2026 May 13, 2026
Wall Street Financial Group, Inc. History New 9 0 — — — +9 New Q1 2026 May 05, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 7 0 — — — +7 New Q1 2026 Apr 28, 2026
Investors Portfolio Services LLC History New 5 0 — — — +5 New Q1 2026 May 14, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 — — — -5 -100.0% Q1 2026 May 12, 2026
Bogart Wealth, LLC History Added to 6 0 — — — +3 100.0% Q1 2026 Apr 28, 2026
Murphy & Mullick Capital Management Corp History Closed out 0 0 — — — -1 -100.0% Q1 2026 Apr 17, 2026
Activest Wealth Management History No change 4 0 — — — 0 0.0% Q1 2026 Apr 15, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 8 0 — — — 0 0.0% Q1 2026 May 13, 2026
Godfrey Financial Associates, Inc. History No change 6 0 — — — 0 0.0% Q1 2026 May 11, 2026