SCHWAB STRATEGIC TRUST - SCHH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Reduced | 59,885,676 | 1,286,943 | 2.61% | 2.38% | 1 | -154,757 | -0.26% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 33,676,678 | 723,723 | 0.88% | 0.8% | 2 | +925,218 | 2.82% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 25,136,358 | 540,180 | 0.03% | 0.03% | 3 | +804,959 | 3.31% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 20,357,903 | 437,491 | 0.3% | 0.32% | 4 | -747,217 | -3.54% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 12,023,737 | 258,390 | 0.21% | 0.34% | 5 | +342,300 | 2.93% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,044,733 | 237,351 | 0.06% | 0.01% | 6 | +9,880,408 | 848.6% | Q1 2026 | May 04, 2026 |
| DUMAC, INC. | History | Added to | 7,929,093 | 170,396 | 20.77% | 25.18% | 7 | +82,351 | 1.05% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,570,352 | 162,686 | 0.1% | 0.1% | 8 | -75,778 | -0.99% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 2,659,675 | 57,156 | 0.08% | 0.08% | 9 | +3,870 | 0.15% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,100,294 | 45,132 | 0.45% | 0.42% | 10 | +288,850 | 15.95% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,027,148 | 43,563 | 0.01% | 0.01% | 11 | +30,328 | 1.52% | Q1 2026 | May 15, 2026 |
| MASON STREET ADVISORS, LLC | History | Reduced | 1,646,125 | 35,375 | 3.46% | 3.52% | 12 | -66,960 | -3.91% | Q1 2026 | May 06, 2026 |
| Charles Schwab Trust Co | History | Added to | 1,499,321 | 32,220 | 2.09% | 1.87% | 13 | +138,967 | 10.22% | Q1 2026 | Apr 10, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 1,218,575 | 26,187 | 2.67% | 3.16% | 14 | -257,797 | -17.46% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Reduced | 1,172,980 | 25,207 | 0.0% | 0.0% | 15 | -137,444 | -10.49% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,064,539 | 22,876 | 0.17% | 0.17% | 16 | +4,885 | 0.46% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | No change | 1,046,422 | 22,487 | 0.08% | 0.07% | 17 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elm Partners Management LLC | History | Added to | 1,010,445 | 21,391 | 0.93% | 0.59% | 18 | +383,133 | 61.08% | Q1 2026 | May 13, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 990,058 | 21,276 | 1.1% | 1.08% | 19 | +24,363 | 2.52% | Q1 2026 | Apr 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 927,321 | 19,928 | 0.3% | 0.27% | 20 | +58,333 | 6.71% | Q1 2026 | May 01, 2026 |
| Pioneer Wealth Management Group | History | Added to | 815,731 | 17,530 | 4.92% | 4.5% | 21 | +106,072 | 14.95% | Q1 2026 | Apr 08, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 806,322 | 17,327 | 10.48% | 9.66% | 22 | +54,732 | 7.28% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 795,744 | 17,101 | 0.03% | 0.03% | 23 | +26,534 | 3.45% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 746,140 | 16,034 | 0.12% | 0.0% | 24 | +718,499 | 2599.4% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 709,478 | 15,246 | 0.21% | 0.13% | 25 | +218,099 | 44.39% | Q1 2026 | Apr 30, 2026 |
| Morningstar Investment Management LLC | History | Added to | 705,180 | 15,154 | 0.94% | 0.7% | 26 | +139,699 | 24.7% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 680,970 | 14,634 | 0.21% | 0.21% | 27 | +42,195 | 6.61% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 663,187 | 14,251 | 0.0% | 0.0% | 28 | +462,900 | 231.12% | Q1 2026 | May 12, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 641,124 | 13,393 | 4.03% | 4.03% | 29 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 609,930 | 13,107 | 0.07% | 0.09% | 30 | +6,738 | 1.12% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 561,307 | 12,062 | 1.0% | 0.96% | 31 | +37,398 | 7.14% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Added to | 516,526 | 11,921 | 0.38% | 0.37% | 32 | +8,948 | 1.76% | Q1 2026 | Apr 17, 2026 |
| Courage Miller Partners, LLC | History | Added to | 522,062 | 11,219 | 3.17% | 3.28% | 33 | +190 | 0.04% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 516,843 | 11,106 | 0.01% | 0.01% | 34 | -285,904 | -35.62% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 489,474 | 10,518 | 0.0% | 0.0% | 35 | -48,926 | -9.09% | Q1 2026 | May 05, 2026 |
| Firestone Capital Management | History | Added to | 476,701 | 10,244 | 2.13% | 1.97% | 36 | +31,617 | 7.1% | Q1 2026 | May 08, 2026 |
| Waterford Advisors, LLC | History | New | 402,510 | 9,322 | 2.96% | — | 37 | +402,510 | New | Q1 2026 | May 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 399,423 | 9,034 | 0.81% | 0.85% | 38 | -27,187 | -6.37% | Q1 2026 | Apr 29, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 406,889 | 8,744 | 3.04% | 2.96% | 39 | +4,295 | 1.07% | Q1 2026 | Apr 28, 2026 |
| Vise Technologies, Inc. | History | No change | 418,055 | 8,733 | 0.17% | 0.17% | 40 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Reduced | 400,565 | 8,607 | 0.01% | 0.01% | 41 | -11,083 | -2.69% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 397,966 | 8,552 | 0.02% | 0.02% | 42 | +58,637 | 17.28% | Q1 2026 | May 05, 2026 |
| Avior Wealth Management, LLC | History | Added to | 397,445 | 8,541 | 0.24% | 0.24% | 43 | +23,744 | 6.35% | Q1 2026 | Apr 09, 2026 |
| MORGAN STANLEY | History | Reduced | 391,700 | 8,417 | 0.0% | 0.0% | 44 | -8,976 | -2.24% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 380,550 | 8,030 | 0.0% | 0.0% | 45 | +58,999 | 18.35% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 367,849 | 7,905 | 0.0% | 0.0% | 46 | +20,103 | 5.78% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 359,962 | 7,735 | 0.01% | 0.01% | 47 | -5,001 | -1.37% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 358,572 | 7,705 | 0.01% | 0.01% | 48 | +17,636 | 5.17% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 356,186 | 7,654 | 0.0% | 0.0% | 49 | -52,882 | -12.93% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 354,640 | 7,621 | 0.01% | 0.01% | 50 | +704 | 0.2% | Q1 2026 | May 14, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 354,241 | 7,612 | 2.1% | 2.02% | 51 | +7,504 | 2.16% | Q1 2026 | Apr 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 345,641 | 7,427 | 0.75% | 0.72% | 52 | -4,467 | -1.28% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 332,682 | 7,149 | 0.01% | 0.01% | 53 | -105 | -0.03% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 319,173 | 6,859 | 0.01% | 0.01% | 54 | +41,796 | 15.07% | Q1 2026 | May 15, 2026 |
| Passive Capital Management, LLC. | History | Added to | 311,865 | 6,701 | 2.0% | 1.96% | 55 | +12,024 | 4.01% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 297,738 | 6,398 | 0.0% | 0.0% | 56 | -112,408 | -27.41% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 294,005 | 6,318 | 0.0% | 0.0% | 57 | +12,616 | 4.48% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 285,716 | 6,140 | 0.16% | 0.05% | 58 | +179,689 | 169.47% | Q1 2026 | May 15, 2026 |
| White & Co Financial Planning Inc | History | Added to | 279,230 | 6,000 | 4.22% | 3.94% | 59 | +26,759 | 10.6% | Q1 2026 | May 06, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 278,580 | 5,986 | 3.53% | 3.28% | 60 | +20,524 | 7.95% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 264,821 | 5,691 | 0.19% | 0.17% | 61 | +30,506 | 13.02% | Q1 2026 | Apr 07, 2026 |
| WealthCollab, LLC | History | Added to | 261,708 | 5,624 | 2.32% | 2.22% | 62 | +1,370 | 0.53% | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 253,118 | 5,439 | 0.15% | 0.16% | 63 | +1,752 | 0.7% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 249,408 | 5,359 | 0.0% | 0.0% | 64 | -69,148 | -21.71% | Q1 2026 | May 15, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 248,316 | 5,336 | 0.95% | 0.94% | 65 | +5,967 | 2.46% | Q1 2026 | Apr 22, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 231,864 | 4,982 | 1.07% | 0.97% | 66 | +20,101 | 9.49% | Q1 2026 | Apr 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 231,107 | 4,966 | 1.78% | 1.65% | 67 | +8,470 | 3.8% | Q1 2026 | Apr 14, 2026 |
| Williams Financial, LLC | History | Reduced | 229,928 | 4,941 | 2.88% | 2.79% | 68 | -1,024 | -0.44% | Q1 2026 | Apr 24, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 229,197 | 4,925 | 0.34% | 0.31% | 69 | +5,572 | 2.49% | Q1 2026 | Apr 28, 2026 |
| Stanich Group LLC | History | Added to | 227,071 | 4,879 | 3.72% | 3.31% | 70 | +16,653 | 7.91% | Q1 2026 | Apr 15, 2026 |
| Frisco Financial Planning LLC | History | Added to | 221,690 | 4,764 | 3.93% | 3.73% | 71 | +8,045 | 3.77% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 221,134 | 4,752 | 0.07% | 0.07% | 72 | +13,978 | 6.75% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 214,979 | 4,710 | 0.01% | 0.01% | 73 | -90,798 | -29.69% | Q1 2026 | Apr 08, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 218,046 | 4,685 | 3.01% | 2.98% | 74 | +1,571 | 0.73% | Q1 2026 | May 04, 2026 |
| Fiduciary Alliance LLC | History | Added to | 202,261 | 4,627 | 0.28% | 0.26% | 75 | +8,770 | 4.53% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 207,839 | 4,466 | 0.01% | 0.01% | 76 | -7,240 | -3.37% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 206,643 | 4,440 | 0.32% | 0.31% | 77 | +13,046 | 6.74% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 206,034 | 4,427 | 0.0% | 0.0% | 78 | +18,089 | 9.62% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 190,278 | 4,089 | 0.0% | 0.01% | 79 | -134,486 | -41.41% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 185,356 | 3,983 | 0.01% | 0.01% | 80 | -1,355 | -0.73% | Q1 2026 | May 06, 2026 |
| Omega Financial Group, LLC | History | Reduced | 180,169 | 3,871 | 1.26% | 1.33% | 81 | -12,939 | -6.7% | Q1 2026 | May 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 170,327 | 3,660 | 0.39% | 0.41% | 82 | -2,489 | -1.44% | Q1 2026 | Apr 14, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 155,704 | 3,655 | 0.96% | 0.89% | 83 | +10,238 | 7.04% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 168,788 | 3,627 | 0.07% | 0.06% | 84 | +19,033 | 12.71% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 167,737 | 3,604 | 0.03% | 0.01% | 85 | +70,132 | 71.85% | Q1 2026 | May 13, 2026 |
| SWS Partners | History | Reduced | 165,200 | 3,550 | 0.88% | 0.85% | 86 | -2,432 | -1.45% | Q1 2026 | Apr 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 162,140 | 3,484 | 0.06% | 0.06% | 87 | -4,346 | -2.61% | Q1 2026 | May 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 160,588 | 3,451 | 0.01% | — | 88 | +160,588 | New | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 155,955 | 3,351 | 0.7% | 0.69% | 89 | +1,152 | 0.74% | Q1 2026 | May 11, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 150,569 | 3,235 | 1.27% | 1.3% | 90 | -1,694 | -1.11% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 150,274 | 3,229 | 0.03% | 0.04% | 91 | +23 | 0.02% | Q1 2026 | May 06, 2026 |
| Flatrock Wealth Partners LLC | History | New | 148,526 | 3,191 | 1.44% | — | 92 | +148,526 | New | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 144,067 | 3,096 | 0.0% | 0.0% | 93 | -4,589 | -3.09% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 147,022 | 3,071 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 125,904 | 2,706 | 0.79% | 0.66% | 95 | +10,746 | 9.33% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 124,084 | 2,666 | 0.05% | 0.03% | 96 | +58,129 | 88.13% | Q1 2026 | Apr 14, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 123,193 | 2,647 | 1.77% | 1.76% | 97 | -1,093 | -0.88% | Q1 2026 | Apr 29, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 122,317 | 2,628 | 1.11% | 1.14% | 98 | -6,951 | -5.38% | Q1 2026 | Apr 15, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 121,439 | 2,609 | 0.81% | 0.72% | 99 | +7,165 | 6.27% | Q1 2026 | May 08, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 108,984 | 2,566 | 0.96% | 0.84% | 100 | +11,697 | 12.02% | Q1 2026 | May 12, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 118,780 | 2,552 | 0.66% | 0.82% | 101 | -21,422 | -15.28% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | New | 118,383 | 2,544 | 0.0% | — | 102 | +118,383 | New | Q1 2026 | May 14, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 115,596 | 2,484 | 0.67% | 0.76% | 103 | +20,956 | 22.14% | Q1 2026 | Apr 29, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 114,508 | 2,460 | 0.32% | 2.83% | 104 | -912,465 | -88.85% | Q1 2026 | Apr 16, 2026 |
| CIBC Bancorp USA Inc. | History | New | 113,537 | 2,439 | 0.0% | — | 105 | +113,537 | New | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 112,814 | 2,424 | 0.01% | — | 106 | +112,814 | New | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 112,382 | 2,415 | 0.0% | 0.0% | 107 | -92,281 | -45.09% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Added to | 111,181 | 2,389 | 0.33% | 0.3% | 108 | +6,300 | 6.01% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 109,682 | 2,357 | 0.06% | 0.07% | 109 | -6,734 | -5.78% | Q1 2026 | May 07, 2026 |
| Madden Advisory Services, Inc. | History | No change | 108,467 | 2,330 | 0.92% | 0.91% | 110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brio Consultants, LLC | History | Reduced | 99,728 | 2,324 | 0.28% | 0.28% | 111 | -4,151 | -4.0% | Q1 2026 | May 06, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 106,108 | 2,280 | 0.19% | 0.17% | 112 | +568 | 0.54% | Q1 2026 | May 07, 2026 |
| Midwest Trust Co | History | No change | 105,910 | 2,276 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 104,478 | 2,245 | 0.0% | 0.0% | 114 | -17,707 | -14.49% | Q1 2026 | May 15, 2026 |
| SACHEM HILL LLC | History | Reduced | 104,160 | 2,238 | 0.43% | 0.42% | 115 | -231 | -0.22% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 104,000 | 2,234 | 0.04% | 0.04% | 116 | -964 | -0.92% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | Added to | 103,908 | 2,232 | 0.24% | 0.21% | 117 | +6,366 | 6.53% | Q1 2026 | May 05, 2026 |
| Ramiah Investment Group | History | Added to | 103,511 | 2,224 | 2.24% | 1.95% | 118 | +8,021 | 8.4% | Q1 2026 | Apr 21, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 101,221 | 2,175 | 0.14% | 0.17% | 119 | -27,785 | -21.54% | Q1 2026 | May 14, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 101,126 | 2,173 | 0.26% | 0.25% | 120 | +6,920 | 7.35% | Q1 2026 | Apr 24, 2026 |
| FC Advisory LLC | History | Added to | 101,088 | 2,172 | 0.63% | 0.56% | 121 | +7,916 | 8.5% | Q1 2026 | Apr 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 99,058 | 2,128 | 0.01% | 0.01% | 122 | -16,951 | -14.61% | Q1 2026 | May 15, 2026 |
| Davis Capital Management | History | Added to | 98,736 | 2,121 | 1.44% | 1.37% | 123 | +3,396 | 3.56% | Q1 2026 | Apr 16, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 97,373 | 2,092 | 0.98% | 0.95% | 124 | -709 | -0.72% | Q1 2026 | Apr 09, 2026 |
| AWM CAPITAL, LLC | History | Added to | 96,777 | 2,079 | 0.19% | 0.18% | 125 | +345 | 0.36% | Q1 2026 | May 12, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 96,662 | 2,077 | 0.81% | 0.78% | 126 | +4,424 | 4.8% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 95,622 | 2,054 | 0.03% | 0.03% | 127 | +1,328 | 1.41% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 95,179 | 2,045 | 0.03% | 0.02% | 128 | +46,125 | 94.03% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 94,696 | 2,035 | 0.03% | 0.04% | 129 | -5,267 | -5.27% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 91,529 | 1,975 | 0.02% | 0.01% | 130 | +51,356 | 127.84% | Q1 2026 | Apr 07, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 91,531 | 1,967 | 0.22% | 0.21% | 131 | +3,270 | 3.7% | Q1 2026 | Apr 13, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 91,239 | 1,960 | 0.29% | 0.32% | 132 | +7,442 | 8.88% | Q1 2026 | May 04, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 91,104 | 1,957 | 0.33% | 0.36% | 133 | -8,812 | -8.82% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 89,355 | 1,920 | 0.04% | 0.05% | 134 | +780 | 0.88% | Q1 2026 | May 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 87,331 | 1,876 | 0.12% | 0.12% | 135 | -4,260 | -4.65% | Q1 2026 | Apr 14, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 87,049 | 1,870 | 0.19% | 0.19% | 136 | -598 | -0.68% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 86,849 | 1,866 | 0.01% | 0.01% | 137 | +15,240 | 21.28% | Q1 2026 | May 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 85,232 | 1,831 | 0.18% | 0.16% | 138 | +12,504 | 17.19% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 82,870 | 1,780 | 0.59% | 0.53% | 139 | +885 | 1.08% | Q1 2026 | May 15, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 80,018 | 1,719 | 0.25% | 0.32% | 140 | -3,050 | -3.67% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 77,484 | 1,665 | 0.0% | 0.0% | 141 | +34,743 | 81.29% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 76,725 | 1,648 | 0.08% | 0.07% | 142 | +6,957 | 9.97% | Q1 2026 | Apr 28, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 76,413 | 1,642 | 1.03% | 1.0% | 143 | -775 | -1.0% | Q1 2026 | Apr 15, 2026 |
| Carter Financial Group, INC. | History | Reduced | 74,863 | 1,608 | 0.99% | 1.0% | 144 | -6,150 | -7.59% | Q1 2026 | Apr 27, 2026 |
| Point72 Asset Management, L.P. | History | New | 72,967 | 1,568 | 0.0% | — | 145 | +72,967 | New | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 72,282 | 1,553 | 0.18% | 0.2% | 146 | -8,345 | -10.35% | Q1 2026 | Apr 17, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 70,351 | 1,511 | 0.35% | 0.34% | 147 | -702 | -0.99% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Reduced | 69,954 | 1,503 | 0.01% | 0.01% | 148 | -12,693 | -15.36% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 68,725 | 1,476 | 0.08% | 0.06% | 149 | +14,710 | 27.23% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 69,332 | 1,467 | 0.0% | 0.0% | 150 | -1,121 | -1.59% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 67,496 | 1,451 | 0.0% | 0.0% | 151 | -31,350 | -31.72% | Q1 2026 | May 15, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 65,979 | 1,417 | 0.08% | 0.08% | 152 | -10,780 | -14.04% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 64,008 | 1,375 | 0.02% | 0.02% | 154 | -3,223 | -4.79% | Q1 2026 | May 12, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 63,978 | 1,375 | 0.05% | 0.04% | 153 | -2,162 | -3.27% | Q1 2026 | May 11, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 63,401 | 1,362 | 0.22% | — | 155 | +63,401 | New | Q1 2026 | Apr 09, 2026 |
| Breakwater Investment Management | History | Added to | 61,899 | 1,330 | 0.49% | 0.45% | 156 | +1,963 | 3.28% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 61,676 | 1,325 | 0.02% | 0.02% | 157 | -1,381 | -2.19% | Q1 2026 | May 01, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 60,867 | 1,308 | 0.14% | 0.13% | 158 | -431 | -0.7% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Added to | 60,084 | 1,291 | 0.06% | 0.05% | 159 | +8,817 | 17.2% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 60,071 | 1,290 | 0.0% | 0.0% | 160 | +2,000 | 3.44% | Q1 2026 | Apr 27, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 60,006 | 1,289 | 0.0% | 0.01% | 161 | -28,931 | -32.53% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 58,227 | 1,216 | 0.77% | 0.77% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFG Advisors, LLC | History | Reduced | 56,302 | 1,209 | 0.2% | 0.2% | 163 | -791 | -1.39% | Q1 2026 | Apr 09, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 55,759 | 1,198 | 0.79% | 0.62% | 164 | +12,380 | 28.54% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 55,671 | 1,196 | 0.0% | 0.0% | 165 | +312 | 0.56% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 55,436 | 1,191 | 0.0% | 0.0% | 166 | -165,557 | -74.92% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 55,173 | 1,185 | 0.16% | 0.16% | 167 | -2,652 | -4.59% | Q1 2026 | Apr 09, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 53,741 | 1,154 | 2.08% | 1.67% | 168 | +8,344 | 18.38% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 52,958 | 1,138 | 0.0% | 0.0% | 169 | +1,368 | 2.65% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 52,805 | 1,134 | 0.03% | 0.03% | 170 | -2,422 | -4.39% | Q1 2026 | May 15, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 52,700 | 1,132 | 0.46% | 0.53% | 171 | -6,350 | -10.75% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 52,614 | 1,130 | 0.02% | 0.02% | 172 | +3,494 | 7.11% | Q1 2026 | Apr 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 51,949 | 1,116 | 0.03% | 0.03% | 173 | +65 | 0.13% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 50,057 | 1,075 | 0.04% | — | 174 | +50,057 | New | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 50,016 | 1,074 | 0.12% | — | 176 | +50,016 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 50,014 | 1,074 | 0.0% | 0.0% | 175 | -3,681 | -6.86% | Q1 2026 | May 04, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 49,132 | 1,055 | 0.2% | 0.2% | 177 | -200 | -0.41% | Q1 2026 | Apr 15, 2026 |
| Peloton Wealth Strategists | History | New | 49,028 | 1,054 | 0.43% | — | 178 | +49,028 | New | Q1 2026 | May 14, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 48,420 | 1,040 | 0.18% | 0.08% | 179 | +25,869 | 114.71% | Q1 2026 | May 01, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 48,302 | 1,038 | 0.47% | 0.44% | 180 | +1,709 | 3.67% | Q1 2026 | Apr 22, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 47,062 | 1,011 | 0.09% | 0.1% | 181 | -3,600 | -7.11% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 44,243 | 1,010 | 0.02% | 0.02% | 182 | -2,193 | -4.72% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 45,070 | 968 | 0.0% | 0.0% | 183 | -3,864 | -7.9% | Q1 2026 | Apr 24, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 44,533 | 957 | 0.03% | 0.03% | 184 | -104 | -0.23% | Q1 2026 | Apr 14, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 43,831 | 941 | 0.83% | 0.82% | 186 | +66 | 0.15% | Q1 2026 | Apr 10, 2026 |
| North Forty Two & Co. | History | No change | 43,824 | 941 | 0.87% | 0.86% | 185 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 42,840 | 918 | 0.0% | 0.0% | 187 | +21,420 | 100.0% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 42,693 | 917 | 0.0% | 0.0% | 188 | +24,288 | 131.96% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 41,376 | 889 | 0.07% | 0.06% | 189 | +1,610 | 4.05% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Added to | 40,709 | 874 | 0.03% | 0.02% | 190 | +5,388 | 15.25% | Q1 2026 | Apr 13, 2026 |
| Private Advisory Group LLC | History | New | 40,180 | 863 | 0.06% | — | 191 | +40,180 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 40,153 | 862 | 0.0% | 0.0% | 192 | +3,707 | 10.17% | Q1 2026 | May 05, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 40,044 | 860 | 0.03% | 0.03% | 193 | +3,730 | 10.27% | Q1 2026 | May 08, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 39,881 | 857 | 0.22% | 0.22% | 194 | -1,896 | -4.54% | Q1 2026 | Apr 15, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 39,545 | 849 | 0.22% | 0.2% | 195 | +4,366 | 12.41% | Q1 2026 | May 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 39,308 | 844 | 0.62% | 0.6% | 196 | -443 | -1.11% | Q1 2026 | Apr 17, 2026 |
| LCW Services, LLC | History | Added to | 39,121 | 840 | 0.42% | 0.15% | 197 | +25,990 | 197.93% | Q1 2026 | Apr 27, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 36,762 | 790 | 0.39% | — | 198 | +36,762 | New | Q1 2026 | Apr 09, 2026 |
| WT Wealth Management | History | Added to | 36,681 | 788 | 0.23% | 0.21% | 200 | +1,585 | 4.52% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 36,686 | 788 | 0.0% | 0.0% | 199 | -608 | -1.63% | Q1 2026 | May 14, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 36,228 | 778 | 0.2% | 0.28% | 201 | -15,435 | -29.88% | Q1 2026 | Apr 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 35,942 | 772 | 0.02% | 0.01% | 202 | +3,024 | 9.19% | Q1 2026 | May 15, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 35,888 | 771 | 0.69% | 0.58% | 204 | +4,596 | 14.69% | Q1 2026 | Apr 29, 2026 |
| RCW Management, LLC | History | No change | 35,897 | 771 | 0.79% | 0.76% | 203 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 35,831 | 770 | 0.02% | 0.03% | 205 | -3,610 | -9.15% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 35,437 | 761 | 0.08% | 0.08% | 206 | +541 | 1.55% | Q1 2026 | May 01, 2026 |
| Liberty Capital Management, Inc. | History | No change | 34,703 | 724 | 0.13% | 0.13% | 207 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 33,380 | 717 | 0.09% | 0.09% | 208 | -1,265 | -3.65% | Q1 2026 | Apr 16, 2026 |
| Banque Cantonale Vaudoise | History | New | 33,156 | 713 | 0.03% | — | 209 | +33,156 | New | Q1 2026 | Apr 20, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 33,161 | 712 | 0.31% | 0.3% | 210 | -757 | -2.23% | Q1 2026 | Apr 20, 2026 |
| ALTFEST L J & CO INC | History | Added to | 33,080 | 710 | 0.08% | 0.08% | 211 | +216 | 0.66% | Q1 2026 | Apr 28, 2026 |
| IF Advisors, LLC | History | No change | 32,945 | 707 | 0.5% | 0.56% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 32,260 | 693 | 0.04% | — | 213 | +32,260 | New | Q1 2026 | Apr 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 32,196 | 691 | 0.01% | 0.01% | 214 | +696 | 2.21% | Q1 2026 | May 12, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 32,003 | 687 | 0.08% | 0.06% | 215 | +6,341 | 24.71% | Q1 2026 | Apr 29, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 31,961 | 686 | 0.18% | 0.17% | 216 | +1,629 | 5.37% | Q1 2026 | May 01, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 31,957 | 686 | 0.09% | 0.09% | 217 | -130 | -0.41% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | Added to | 31,794 | 683 | 0.0% | 0.0% | 218 | +15,848 | 99.39% | Q1 2026 | May 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 31,372 | 674 | 0.08% | 0.1% | 219 | -9,897 | -23.98% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 30,822 | 643 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 29,959 | 643 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Saxony Capital Management, LLC | History | New | 29,622 | 636 | 0.37% | — | 222 | +29,622 | New | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 29,169 | 626 | 0.02% | 0.02% | 223 | -1,764 | -5.7% | Q1 2026 | Apr 14, 2026 |
| Roundview Capital LLC | History | Added to | 29,044 | 624 | 0.04% | 0.04% | 224 | +272 | 0.95% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 28,605 | 614 | 0.01% | 0.01% | 225 | +129 | 0.45% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 28,291 | 607 | 0.0% | 0.0% | 226 | +18,495 | 188.8% | Q1 2026 | May 15, 2026 |
| Dorato Capital Management | History | Reduced | 26,855 | 599 | 0.44% | 0.44% | 227 | -439 | -1.61% | Q1 2026 | Apr 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 27,589 | 592 | 0.06% | 0.05% | 228 | +2,474 | 9.85% | Q1 2026 | Apr 27, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 27,340 | 587 | 0.15% | 0.16% | 229 | -3,317 | -10.82% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 27,270 | 586 | 0.19% | 0.18% | 230 | +1,843 | 7.25% | Q1 2026 | Apr 24, 2026 |
| Prospect Financial Group LLC | History | Reduced | 27,266 | 585 | 0.54% | 0.55% | 231 | -1,255 | -4.4% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 26,834 | 576 | 0.04% | 0.03% | 232 | +6,500 | 31.97% | Q1 2026 | Apr 15, 2026 |
| Quadrature Capital Ltd | History | New | 26,538 | 570 | 0.01% | — | 233 | +26,538 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 26,334 | 565 | 0.0% | 0.0% | 234 | -1,304 | -4.72% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 26,212 | 563 | 0.03% | 0.03% | 235 | +1,491 | 6.03% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 25,992 | 559 | 0.0% | 0.0% | 236 | -1,558 | -5.66% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | New | 25,432 | 546 | 0.0% | — | 237 | +25,432 | New | Q1 2026 | May 15, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 24,652 | 529 | 0.2% | 0.2% | 238 | +43 | 0.17% | Q1 2026 | Apr 29, 2026 |
| Friedenthal Financial | History | Added to | 24,589 | 528 | 0.26% | 0.26% | 239 | +574 | 2.39% | Q1 2026 | Apr 20, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 24,235 | 520 | 0.41% | 0.48% | 240 | -4,301 | -15.07% | Q1 2026 | Apr 28, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 24,153 | 519 | 0.1% | 0.11% | 241 | -1,704 | -6.59% | Q1 2026 | Apr 21, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 24,085 | 517 | 0.21% | 0.24% | 242 | -1,927 | -7.41% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 23,927 | 514 | 0.01% | 0.0% | 243 | +3,865 | 19.27% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | New | 23,871 | 512 | 0.03% | — | 244 | +23,871 | New | Q1 2026 | May 14, 2026 |
| Human Investing LLC | History | Reduced | 23,814 | 511 | 0.07% | 0.07% | 245 | -1,077 | -4.33% | Q1 2026 | May 07, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 23,674 | 508 | 0.2% | 0.21% | 246 | -1,576 | -6.24% | Q1 2026 | Apr 23, 2026 |
| BCS Wealth Management | History | Reduced | 23,457 | 504 | 0.1% | 0.11% | 247 | -27,147 | -53.65% | Q1 2026 | Apr 17, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 23,440 | 503 | 0.16% | 0.15% | 248 | -638 | -2.65% | Q1 2026 | Apr 17, 2026 |
| Brooklyn Investment Group | History | Added to | 23,320 | 501 | 0.02% | 0.02% | 249 | +3,863 | 19.85% | Q1 2026 | Apr 29, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 23,206 | 498 | 0.33% | 0.33% | 250 | -961 | -3.98% | Q1 2026 | Apr 28, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 23,183 | 498 | 0.04% | 0.04% | 251 | -206 | -0.88% | Q1 2026 | May 15, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 22,614 | 485 | 0.36% | 0.24% | 252 | +6,488 | 40.23% | Q1 2026 | Apr 16, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 22,500 | 483 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 22,455 | 482 | 0.01% | 0.02% | 254 | -4,067 | -15.33% | Q1 2026 | May 14, 2026 |
| Portland Financial Advisors Inc | History | Added to | 22,413 | 481 | 1.0% | 0.93% | 255 | +1,413 | 6.73% | Q1 2026 | Apr 27, 2026 |
| BAILARD, INC. | History | Reduced | 21,259 | 456 | 0.01% | 0.01% | 256 | -2,372 | -10.04% | Q1 2026 | May 11, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 19,341 | 455 | 0.01% | 0.01% | 257 | +2,140 | 12.44% | Q1 2026 | May 11, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 21,200 | 455 | 0.36% | 0.38% | 258 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aegis Wealth Management LLC | History | Added to | 21,038 | 452 | 0.26% | 0.25% | 259 | +137 | 0.66% | Q1 2026 | Apr 22, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 21,075 | 452 | 0.05% | 0.08% | 260 | +113 | 0.54% | Q1 2026 | Apr 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 20,595 | 442 | 0.0% | 0.0% | 261 | -776 | -3.63% | Q1 2026 | May 13, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 20,361 | 437 | 0.19% | 0.2% | 262 | -1,893 | -8.51% | Q1 2026 | Apr 16, 2026 |
| Carrera Capital Advisors | History | Reduced | 20,069 | 431 | 0.07% | 0.09% | 263 | -5,735 | -22.23% | Q1 2026 | May 04, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 19,992 | 429 | 0.11% | 0.87% | 264 | -145,275 | -87.9% | Q1 2026 | Apr 16, 2026 |
| Antonelli Financial Advisors, LLC | History | New | 19,913 | 428 | 0.3% | — | 265 | +19,913 | New | Q1 2026 | Apr 28, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 20,449 | 427 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 19,850 | 427 | 0.04% | 0.03% | 267 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 19,746 | 424 | 0.04% | 0.05% | 269 | -3,669 | -15.67% | Q1 2026 | Apr 09, 2026 |
| COMMERCE BANK | History | Reduced | 19,768 | 424 | 0.0% | 0.0% | 268 | -668 | -3.27% | Q1 2026 | May 11, 2026 |
| Fonville Wealth Management LLC | History | Added to | 19,688 | 423 | 0.08% | 0.08% | 270 | +686 | 3.61% | Q1 2026 | Apr 20, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 19,616 | 421 | 0.16% | 0.16% | 271 | -1,894 | -8.81% | Q1 2026 | Apr 06, 2026 |
| NWAM LLC | History | Reduced | 19,440 | 417 | 0.02% | 0.02% | 272 | -12 | -0.06% | Q1 2026 | May 04, 2026 |
| Cordant, Inc. | History | Added to | 19,382 | 416 | 0.17% | 0.17% | 273 | +18 | 0.09% | Q1 2026 | Apr 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 19,180 | 412 | 0.09% | 0.09% | 274 | +361 | 1.92% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 19,154 | 411 | 0.0% | 0.0% | 275 | +4,787 | 33.32% | Q1 2026 | May 15, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 19,148 | 411 | 0.19% | 0.18% | 276 | +810 | 4.42% | Q1 2026 | Apr 08, 2026 |
| Merit Financial Group, LLC | History | New | 19,089 | 410 | 0.0% | — | 277 | +19,089 | New | Q1 2026 | Apr 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 18,602 | 401 | 0.03% | 0.03% | 278 | -327 | -1.73% | Q1 2026 | Apr 27, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Added to | 18,373 | 395 | 0.28% | 0.25% | 279 | +389 | 2.16% | Q1 2026 | Apr 24, 2026 |
| XY Planning Network, Inc. | History | Reduced | 18,247 | 393 | 0.06% | 0.08% | 280 | -3,793 | -17.21% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 18,286 | 392 | 0.02% | 0.02% | 281 | +577 | 3.26% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 18,213 | 391 | 0.01% | 0.02% | 282 | +890 | 5.14% | Q1 2026 | May 19, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 18,120 | 389 | 0.24% | 0.12% | 283 | +8,399 | 86.4% | Q1 2026 | Apr 22, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 17,966 | 385 | 0.0% | 0.0% | 284 | +7,044 | 64.49% | Q1 2026 | Apr 20, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 17,906 | 384 | 0.3% | 0.31% | 285 | -91 | -0.51% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 17,853 | 383 | 0.0% | 0.65% | 287 | -8,898,247 | -99.8% | Q1 2026 | Apr 29, 2026 |
| Jacobs Equity LLC | History | Added to | 17,846 | 383 | 0.34% | 0.23% | 288 | +6,139 | 52.44% | Q1 2026 | May 14, 2026 |
| Fort Point Capital Partners LLC | History | No change | 17,834 | 383 | 0.05% | 0.04% | 286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 17,677 | 379 | 0.01% | — | 289 | +17,677 | New | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 17,474 | 375 | 0.05% | 0.04% | 291 | +971 | 5.88% | Q1 2026 | Apr 17, 2026 |
| Whelan Financial | History | Reduced | 17,476 | 375 | 0.12% | 0.11% | 290 | -17 | -0.1% | Q1 2026 | Apr 24, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 17,431 | 374 | 0.03% | 0.02% | 292 | +4,139 | 31.14% | Q1 2026 | May 01, 2026 |
| Heritage Financial Services, LLC | History | No change | 17,836 | 372 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CERTUITY, LLC | History | Added to | 17,305 | 371 | 0.02% | 0.02% | 295 | +4,494 | 35.08% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 17,296 | 371 | 0.11% | 0.11% | 294 | -114 | -0.65% | Q1 2026 | Apr 22, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 17,260 | 370 | 0.01% | 0.01% | 296 | +311 | 1.83% | Q1 2026 | Apr 20, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 17,188 | 369 | 0.05% | 0.04% | 297 | +838 | 5.13% | Q1 2026 | Apr 08, 2026 |
| Facet Wealth, Inc. | History | Added to | 17,169 | 368 | 0.01% | 0.01% | 298 | +2,067 | 13.69% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 17,071 | 366 | 0.0% | 0.0% | 299 | -1,671 | -8.92% | Q1 2026 | May 14, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 16,809 | 361 | 0.25% | 0.23% | 300 | -48 | -0.28% | Q1 2026 | May 14, 2026 |