SCHWAB STRATEGIC TRUST - SCHP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | Added to | 53,127,493 | 1,413,722 | 3.67% | 3.55% | 1 | +3,460,522 | 6.97% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 34,244,939 | 911,257 | 2.0% | 2.04% | 2 | -288,194 | -0.83% | Q1 2026 | May 05, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 16,188,586 | 430,778 | 4.89% | 4.57% | 3 | +940,203 | 6.17% | Q1 2026 | May 11, 2026 |
| Quadratic Capital Management LLC | History | Reduced | 14,182,470 | 377,395 | 98.47% | 98.19% | 4 | -316,731 | -2.18% | Q1 2026 | Apr 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,955,292 | 344,741 | 0.32% | 0.32% | 5 | +646,415 | 5.25% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,884,098 | 342,459 | 0.02% | 0.0% | 6 | +11,386,444 | 760.29% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,331,818 | 301,539 | 0.02% | 0.03% | 7 | -3,468,400 | -23.43% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 10,392,695 | 276,549 | 4.97% | 4.47% | 8 | +1,360,179 | 15.06% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 9,796,222 | 260,677 | 0.37% | 0.36% | 9 | +504,492 | 5.43% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 9,424,927 | 249,666 | 0.08% | 0.07% | 10 | +863,365 | 10.08% | Q1 2026 | May 15, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 8,907,849 | 237,037 | 6.86% | 2.46% | 11 | +5,726,082 | 179.97% | Q1 2026 | May 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,586,682 | 228,491 | 0.24% | 0.24% | 12 | -775,281 | -8.28% | Q1 2026 | May 12, 2026 |
| Elm Partners Management LLC | History | Added to | 8,065,801 | 214,388 | 9.29% | 8.5% | 13 | +993,411 | 14.05% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 8,055,215 | 214,349 | 4.22% | 3.96% | 14 | +421,678 | 5.52% | Q1 2026 | Apr 17, 2026 |
| NEPC LLC | History | Added to | 7,947,486 | 211,482 | 4.21% | 4.27% | 15 | +375,375 | 4.96% | Q1 2026 | May 15, 2026 |
| Jasper Ridge Partners, L.P. | History | Added to | 6,442,984 | 171,447 | 3.82% | 3.46% | 16 | +541,494 | 9.18% | Q1 2026 | May 11, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 6,121,252 | 162,886 | 4.16% | 4.08% | 17 | +164,878 | 2.77% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,994,839 | 159,522 | 0.04% | 0.04% | 18 | +968,290 | 19.26% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 5,960,319 | 158,604 | 0.02% | 0.02% | 19 | +519,308 | 9.54% | Q1 2026 | May 05, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 5,770,300 | 153,547 | 5.37% | 4.56% | 20 | -8,395 | -0.15% | Q1 2026 | May 14, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 5,648,682 | 150,311 | 9.02% | 6.49% | 21 | +1,220,120 | 27.55% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,307,790 | 114,630 | 0.01% | 0.01% | 22 | +711,526 | 19.79% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,971,942 | 105,693 | 0.13% | 0.2% | 23 | -2,432,285 | -37.98% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,687,349 | 98,120 | 0.52% | 0.66% | 24 | +140,734 | 3.97% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 3,408,054 | 90,688 | 6.08% | 1.14% | 25 | +2,770,168 | 434.27% | Q1 2026 | Apr 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,231,274 | 86,004 | 0.02% | 0.02% | 26 | +33,861 | 1.06% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,858,748 | 76,071 | 0.0% | 0.0% | 27 | +158,311 | 5.86% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 2,687,120 | 71,504 | 0.15% | 0.1% | 28 | +755,117 | 39.08% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,420,974 | 64,422 | 0.01% | 0.01% | 29 | +624,017 | 34.73% | Q1 2026 | May 05, 2026 |
| Lutz Financial Services LLC | History | Added to | 2,341,905 | 62,318 | 4.19% | 3.98% | 30 | +135,170 | 6.13% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,265,508 | 60,285 | 0.7% | 0.69% | 31 | +124,469 | 5.81% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,949,070 | 51,864 | 0.76% | 0.65% | 32 | +366,612 | 23.17% | Q1 2026 | May 13, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 1,941,538 | 51,664 | 16.52% | 16.14% | 33 | +104,230 | 5.67% | Q1 2026 | Apr 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,806,680 | 48,075 | 0.01% | 0.01% | 34 | -112,802 | -5.88% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,755,485 | 46,713 | 0.37% | 0.45% | 35 | +313,721 | 21.76% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 1,723,223 | 45,854 | 2.51% | 2.61% | 36 | +67,281 | 4.06% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,706,509 | 45,194 | 0.09% | 0.09% | 37 | -865,953 | -33.66% | Q1 2026 | Apr 08, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,579,745 | 42,037 | 1.15% | 0.75% | 38 | +538,406 | 51.7% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,562,352 | 41,574 | 0.06% | 0.08% | 39 | -298,358 | -16.03% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,528,182 | 40,664 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 1,521,679 | 40,491 | 0.03% | 0.05% | 41 | -995,382 | -39.55% | Q1 2026 | May 12, 2026 |
| Financial Architects, LLC | History | Added to | 1,521,680 | 40,491 | 21.36% | 20.44% | 42 | +87,110 | 6.07% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 1,521,078 | 40,475 | 0.01% | 0.01% | 43 | +98,786 | 6.95% | Q1 2026 | May 06, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,520,694 | 40,465 | 0.58% | 0.6% | 44 | +100,396 | 7.07% | Q1 2026 | Apr 10, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 1,517,207 | 40,372 | 5.2% | 5.24% | 45 | +17,597 | 1.17% | Q1 2026 | Apr 16, 2026 |
| FMR LLC | History | Added to | 1,489,544 | 39,636 | 0.0% | 0.0% | 46 | +423,043 | 39.67% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 1,485,989 | 39,542 | 3.85% | 3.23% | 47 | +123,351 | 9.05% | Q1 2026 | May 01, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 1,428,789 | 38,020 | 2.42% | 3.04% | 48 | -288,489 | -16.8% | Q1 2026 | Apr 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 1,414,020 | 37,627 | 0.73% | 0.74% | 49 | -8,301 | -0.58% | Q1 2026 | Apr 14, 2026 |
| Matrix Trust Co | History | Reduced | 1,370,025 | 36,456 | 6.06% | 6.47% | 50 | -109,659 | -7.41% | Q1 2026 | Apr 09, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 1,267,000 | 33,714 | 0.04% | 0.0% | 51 | +1,199,060 | 1764.88% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,150,693 | 30,619 | 0.01% | 0.01% | 52 | +265,434 | 29.98% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,070,864 | 28,495 | 0.03% | 0.03% | 53 | +79,800 | 8.05% | Q1 2026 | May 05, 2026 |
| ALTFEST L J & CO INC | History | Added to | 1,070,411 | 28,483 | 3.05% | 3.01% | 54 | +32,640 | 3.15% | Q1 2026 | Apr 28, 2026 |
| Joseph Group Capital Management | History | Added to | 1,039,010 | 27,648 | 6.91% | 6.94% | 55 | +41,159 | 4.12% | Q1 2026 | May 08, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 1,028,393 | 27,365 | 6.17% | 6.75% | 56 | -86,920 | -7.79% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,001,032 | 26,637 | 0.03% | 0.03% | 57 | -147,175 | -12.82% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 982,911 | 26,155 | 0.74% | 0.75% | 58 | +68,579 | 7.5% | Q1 2026 | Apr 09, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 982,470 | 26,144 | 1.35% | 1.28% | 59 | +78,870 | 8.73% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 954,955 | 25,411 | 0.0% | 0.0% | 60 | -323,959 | -25.33% | Q1 2026 | May 15, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 934,900 | 24,877 | 0.58% | 0.91% | 61 | -315,100 | -25.21% | Q1 2026 | May 12, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 929,663 | 24,738 | 2.04% | 2.08% | 62 | +34,539 | 3.86% | Q1 2026 | May 05, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 925,889 | 24,637 | 7.22% | 6.63% | 63 | +102,907 | 12.5% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 877,190 | 23,342 | 0.01% | 0.01% | 64 | -30,308 | -3.34% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Added to | 800,295 | 21,154 | 0.04% | 0.04% | 65 | +227,935 | 39.82% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 787,295 | 20,949 | 0.59% | 1.33% | 66 | -935,451 | -54.3% | Q1 2026 | May 13, 2026 |
| Fund Evaluation Group, LLC | History | No change | 748,000 | 19,904 | 0.61% | 0.66% | 67 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 701,267 | 18,660 | 0.22% | 0.23% | 68 | -49,597 | -6.61% | Q1 2026 | May 06, 2026 |
| Navalign, LLC | History | Added to | 692,714 | 18,433 | 4.65% | 4.29% | 69 | +32,684 | 4.95% | Q1 2026 | Apr 29, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Added to | 678,604 | 18,057 | 17.01% | 14.31% | 70 | +59,637 | 9.63% | Q1 2026 | May 06, 2026 |
| West Family Investments, Inc. | History | Added to | 609,276 | 16,998 | 5.96% | 3.53% | 71 | +68,542 | 12.68% | Q1 2026 | May 07, 2026 |
| Carnegie Investment Counsel | History | Added to | 636,178 | 16,928 | 0.33% | 0.31% | 72 | +3,903 | 0.62% | Q1 2026 | May 01, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 623,971 | 16,603 | 1.08% | 1.08% | 73 | +5,179 | 0.84% | Q1 2026 | May 07, 2026 |
| Asset Management Group, Inc. | History | Added to | 618,527 | 16,459 | 2.66% | 2.44% | 74 | +48,037 | 8.42% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 583,344 | 15,522 | 0.03% | 0.03% | 75 | +2,241 | 0.39% | Q1 2026 | May 14, 2026 |
| Greenline Partners, LLC | History | Reduced | 580,584 | 15,449 | 1.66% | 1.78% | 76 | -6,794 | -1.16% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | No change | 582,869 | 15,440 | 1.41% | 1.41% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 569,652 | 15,158 | 2.72% | 2.49% | 78 | +94,618 | 19.92% | Q1 2026 | Apr 10, 2026 |
| FDx Advisors, Inc. | History | Added to | 542,117 | 14,426 | 4.61% | 7.02% | 79 | +22,433 | 4.32% | Q1 2026 | May 01, 2026 |
| Prairiewood Capital, LLC | History | Added to | 537,336 | 14,298 | 4.13% | 4.07% | 80 | +42,289 | 8.54% | Q1 2026 | Apr 16, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 532,751 | 14,177 | 1.8% | 1.37% | 81 | +138,214 | 35.03% | Q1 2026 | Apr 16, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 529,909 | 14,100 | 6.21% | 5.91% | 82 | -4,090 | -0.77% | Q1 2026 | Apr 22, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 506,969 | 13,490 | 2.22% | 2.32% | 83 | -200 | -0.04% | Q1 2026 | May 08, 2026 |
| Marotta Asset Management | History | Added to | 507,609 | 13,482 | 2.48% | 2.48% | 84 | +1,073 | 0.21% | Q1 2026 | Apr 27, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 480,724 | 12,792 | 3.69% | 3.03% | 85 | +106,940 | 28.61% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 479,071 | 12,748 | 0.1% | 0.1% | 86 | +12,912 | 2.77% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 474,900 | 12,637 | 0.02% | — | 87 | +474,900 | New | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 469,982 | 12,506 | 0.06% | 0.08% | 88 | -31,796 | -6.34% | Q1 2026 | May 04, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 466,341 | 12,409 | 5.17% | 5.67% | 89 | -13,503 | -2.81% | Q1 2026 | Apr 07, 2026 |
| Hirtle & Co., LLC | History | Reduced | 465,234 | 12,379 | 0.42% | 0.42% | 90 | -1,194 | -0.26% | Q1 2026 | May 13, 2026 |
| Fortis Advisors, LLC | History | Added to | 464,199 | 12,352 | 6.19% | 3.08% | 91 | +249,522 | 116.23% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 452,436 | 12,039 | 0.06% | 0.03% | 92 | +235,949 | 108.99% | Q1 2026 | Apr 24, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 451,841 | 12,023 | 7.27% | 6.91% | 93 | +27,748 | 6.54% | Q1 2026 | Apr 17, 2026 |
| CHOREO, LLC | History | Added to | 437,230 | 11,634 | 0.14% | 0.02% | 94 | +380,595 | 672.01% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 436,792 | 11,623 | 0.31% | 0.31% | 95 | +30,978 | 7.63% | Q1 2026 | May 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 430,154 | 11,446 | 1.14% | 1.04% | 96 | +34,551 | 8.73% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 428,723 | 11,408 | 0.14% | 0.13% | 97 | +24,786 | 6.14% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 425,955 | 11,335 | 0.02% | 0.02% | 98 | -7,885 | -1.82% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 422,223 | 11,235 | 0.02% | 0.02% | 99 | +223,744 | 112.73% | Q1 2026 | May 01, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 414,871 | 11,039 | 0.12% | 0.04% | 100 | +313,770 | 310.35% | Q1 2026 | May 15, 2026 |
| Silver Coast Investments LLC | History | Added to | 410,406 | 10,920 | 3.48% | 3.61% | 101 | +14,774 | 3.73% | Q1 2026 | Apr 22, 2026 |
| Rock Creek Group LLC | History | No change | 406,932 | 10,828 | 1.1% | 1.21% | 102 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 403,651 | 10,741 | 1.98% | 1.89% | 103 | +12,168 | 3.11% | Q1 2026 | May 05, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 401,701 | 10,689 | 8.52% | 8.36% | 104 | +22,537 | 5.94% | Q1 2026 | May 05, 2026 |
| Brightwater Advisory LLC | History | Added to | 399,148 | 10,621 | 7.02% | 6.55% | 105 | +33,054 | 9.03% | Q1 2026 | Apr 30, 2026 |
| Trajan Wealth LLC | History | Added to | 394,348 | 10,493 | 0.42% | 0.41% | 106 | +27,267 | 7.43% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 392,285 | 10,419 | 0.1% | 0.05% | 107 | +201,896 | 106.04% | Q1 2026 | Apr 07, 2026 |
| VCI Wealth Management LLC | History | Added to | 391,470 | 10,417 | 2.89% | 2.59% | 108 | +39,447 | 11.21% | Q1 2026 | Apr 21, 2026 |
| Frontier Asset Management, LLC | History | Added to | 389,009 | 10,351 | 2.17% | 2.32% | 109 | +11,685 | 3.1% | Q1 2026 | May 06, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 379,803 | 10,106 | 2.5% | 0.8% | 110 | +247,047 | 186.09% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 374,388 | 9,962 | 0.54% | 0.62% | 111 | +119,797 | 47.05% | Q1 2026 | Apr 21, 2026 |
| McAdam, LLC | History | Added to | 373,441 | 9,937 | 0.45% | 0.43% | 112 | +17,053 | 4.78% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 361,429 | 9,621 | 0.02% | 0.02% | 113 | +9,967 | 2.84% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 360,327 | 9,588 | 0.08% | 0.05% | 114 | +74,472 | 26.05% | Q1 2026 | May 11, 2026 |
| Two West Capital Advisors LLC | History | Added to | 352,559 | 9,459 | 5.01% | 5.23% | 115 | +13,131 | 3.87% | Q1 2026 | May 04, 2026 |
| Peak Financial Management, Inc. | History | Added to | 351,526 | 9,354 | 2.37% | 2.27% | 116 | +19,702 | 5.94% | Q1 2026 | Apr 28, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 351,224 | 9,346 | 2.57% | 2.53% | 117 | +8,768 | 2.56% | Q1 2026 | Apr 14, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 346,474 | 9,219 | 1.42% | 2.06% | 118 | -211,011 | -37.85% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 344,008 | 9,154 | 0.01% | 0.01% | 119 | +38,715 | 12.68% | Q1 2026 | Apr 27, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 341,629 | 9,090 | 5.31% | 6.65% | 120 | -83,651 | -19.67% | Q1 2026 | May 01, 2026 |
| MPS Loria Financial Planners, LLC | History | Reduced | 336,363 | 8,950 | 2.36% | 2.86% | 121 | -84,016 | -19.99% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 336,215 | 8,946 | 0.32% | 0.3% | 122 | +11,678 | 3.6% | Q1 2026 | Apr 14, 2026 |
| FC Advisory LLC | History | Added to | 330,938 | 8,806 | 2.57% | 2.46% | 123 | +7,683 | 2.38% | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | Added to | 324,890 | 8,645 | 0.11% | 0.12% | 124 | +11,012 | 3.51% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Added to | 322,298 | 8,576 | 0.51% | 0.03% | 125 | +306,077 | 1886.92% | Q1 2026 | May 07, 2026 |
| BFSG, LLC | History | Added to | 320,496 | 8,528 | 0.81% | 0.82% | 126 | +139 | 0.04% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 315,562 | 8,397 | 0.13% | 0.16% | 127 | +21,378 | 7.27% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 315,401 | 8,392 | 0.02% | 0.02% | 128 | -31,636 | -9.12% | Q1 2026 | May 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 314,714 | 8,374 | 0.57% | 0.61% | 129 | +24,103 | 8.29% | Q1 2026 | Apr 17, 2026 |
| Signet Investment Advisory Group, Inc. | History | Added to | 312,002 | 8,302 | 3.8% | 3.72% | 130 | +10,101 | 3.35% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 311,931 | 8,300 | 0.02% | 0.02% | 131 | +82,212 | 35.79% | Q1 2026 | Apr 30, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 297,813 | 7,924 | 3.41% | 3.34% | 132 | +16,991 | 6.05% | Q1 2026 | Apr 29, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 295,152 | 7,853 | 0.01% | 0.0% | 133 | +91,394 | 44.85% | Q1 2026 | May 13, 2026 |
| Bulwark Capital Corp | History | Added to | 294,046 | 7,824 | 4.82% | 4.69% | 134 | +44,895 | 18.02% | Q1 2026 | Apr 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 287,970 | 7,662 | 0.13% | 0.01% | 135 | +277,517 | 2654.9% | Q1 2026 | May 18, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 287,637 | 7,654 | 3.18% | 3.43% | 136 | -22,024 | -7.11% | Q1 2026 | Apr 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 280,432 | 7,462 | 0.64% | 0.66% | 137 | -19,367 | -6.46% | Q1 2026 | May 15, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 276,404 | 7,321 | 4.49% | 4.49% | 138 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Charles Schwab Trust Co | History | Added to | 272,664 | 7,255 | 0.47% | 0.44% | 139 | +20,730 | 8.23% | Q1 2026 | Apr 10, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 270,587 | 7,200 | 1.53% | 1.37% | 140 | +29,181 | 12.09% | Q1 2026 | May 04, 2026 |
| Procyon Advisors, LLC | History | Reduced | 269,525 | 7,172 | 0.35% | 0.42% | 141 | -47,782 | -15.06% | Q1 2026 | May 04, 2026 |
| Dorato Capital Management | History | Added to | 265,696 | 7,094 | 5.24% | 5.03% | 142 | +13,826 | 5.49% | Q1 2026 | Apr 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 262,691 | 6,990 | 0.1% | 0.1% | 143 | -8,009 | -2.96% | Q1 2026 | May 01, 2026 |
| Curran Financial Partners, LLC | History | Added to | 262,584 | 6,987 | 1.25% | 0.46% | 144 | +171,859 | 189.43% | Q1 2026 | Apr 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 259,361 | 6,901 | 0.94% | 0.9% | 145 | +17,068 | 7.04% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 257,347 | 6,847 | 0.01% | 0.01% | 146 | +7,818 | 3.13% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 256,408 | 6,823 | 0.36% | 0.36% | 147 | +27,952 | 12.24% | Q1 2026 | Apr 16, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 249,995 | 6,652 | 3.12% | 3.13% | 148 | -2,183 | -0.87% | Q1 2026 | Apr 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 244,696 | 6,511 | 0.4% | 0.36% | 149 | +23,008 | 10.38% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 236,978 | 6,305 | 0.0% | 0.0% | 150 | +70,043 | 41.96% | Q1 2026 | May 07, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 236,262 | 6,286 | 1.84% | 1.72% | 151 | +3,915 | 1.68% | Q1 2026 | May 07, 2026 |
| Valmark Advisers, Inc. | History | Added to | 230,333 | 6,129 | 0.07% | 0.07% | 152 | +7,290 | 3.27% | Q1 2026 | May 01, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 229,367 | 6,103 | 0.99% | 0.99% | 153 | +3,357 | 1.49% | Q1 2026 | Apr 07, 2026 |
| Retirement Management Systems Inc. | History | Added to | 226,832 | 6,035 | 1.45% | 1.49% | 154 | +6,441 | 2.92% | Q1 2026 | Apr 14, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 225,684 | 6,005 | 1.8% | 1.69% | 155 | +11,944 | 5.59% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 225,438 | 5,998 | 0.03% | 0.0% | 156 | +210,037 | 1363.79% | Q1 2026 | May 14, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 225,230 | 5,993 | 1.71% | — | 157 | +225,230 | New | Q1 2026 | Apr 28, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 225,583 | 5,975 | 1.26% | 1.26% | 158 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 223,954 | 5,959 | 0.14% | 0.01% | 159 | +202,390 | 938.55% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 223,779 | 5,927 | 0.12% | 0.12% | 160 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 221,860 | 5,903 | 4.06% | 3.92% | 161 | +7,295 | 3.4% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 220,910 | 5,878 | 0.03% | 0.01% | 162 | +170,150 | 335.2% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 220,447 | 5,866 | 0.09% | 0.09% | 163 | +6,554 | 3.06% | Q1 2026 | Apr 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 218,630 | 5,817 | 0.03% | 0.03% | 164 | -7,701 | -3.4% | Q1 2026 | May 08, 2026 |
| GenTrust, LLC | History | Added to | 218,530 | 5,815 | 0.25% | 0.14% | 165 | +94,680 | 76.45% | Q1 2026 | Apr 27, 2026 |
| Williams Financial, LLC | History | Added to | 216,064 | 5,749 | 3.35% | 3.31% | 166 | +145 | 0.07% | Q1 2026 | Apr 24, 2026 |
| AMG National Trust Bank | History | Added to | 210,016 | 5,588 | 0.12% | 0.11% | 167 | +27,807 | 15.26% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 207,312 | 5,516 | 0.0% | 0.0% | 168 | +24,909 | 13.66% | Q1 2026 | May 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 204,939 | 5,453 | 2.14% | 2.12% | 169 | +7,981 | 4.05% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | Added to | 204,555 | 5,443 | 0.32% | 0.31% | 170 | +3,863 | 1.92% | Q1 2026 | May 11, 2026 |
| Curbstone Financial Management Corp | History | Added to | 204,170 | 5,432 | 1.04% | 1.0% | 171 | +6,900 | 3.5% | Q1 2026 | Apr 15, 2026 |
| M Wealth Management, LLC | History | Added to | 200,672 | 5,339 | 4.49% | 4.51% | 172 | +5,077 | 2.6% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 199,063 | 5,297 | 1.86% | 2.04% | 173 | -28,705 | -12.6% | Q1 2026 | May 05, 2026 |
| COMMERCE BANK | History | Added to | 197,564 | 5,257 | 0.03% | 0.02% | 174 | +78,601 | 66.07% | Q1 2026 | May 11, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 197,500 | 5,255 | 1.01% | 1.1% | 175 | -4,524 | -2.24% | Q1 2026 | Apr 21, 2026 |
| IRON Financial LLC | History | Reduced | 193,500 | 5,149 | 2.25% | 2.39% | 176 | -2,442 | -1.25% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 193,135 | 5,139 | 0.04% | 0.04% | 177 | -2,043 | -1.05% | Q1 2026 | May 15, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 186,242 | 4,955 | 0.43% | 0.42% | 178 | +1,684 | 0.91% | Q1 2026 | Apr 07, 2026 |
| Sagace Wealth Management LLC | History | Added to | 184,834 | 4,918 | 3.3% | 3.27% | 179 | +2,719 | 1.49% | Q1 2026 | Apr 29, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 181,040 | 4,817 | 1.77% | 2.62% | 180 | -85,893 | -32.18% | Q1 2026 | May 08, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 179,494 | 4,776 | 2.11% | 1.62% | 181 | +44,754 | 33.22% | Q1 2026 | Apr 15, 2026 |
| Verde Capital Management | History | Reduced | 178,212 | 4,742 | 1.01% | 1.07% | 182 | -10,806 | -5.72% | Q1 2026 | Apr 17, 2026 |
| Columbus Macro, LLC | History | Reduced | 176,961 | 4,708 | 0.5% | 0.61% | 184 | -31,942 | -15.29% | Q1 2026 | Apr 21, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 176,930 | 4,708 | 0.55% | 0.51% | 183 | +9,087 | 5.41% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 175,353 | 4,666 | 0.03% | 0.02% | 185 | +25,552 | 17.06% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 170,267 | 4,530 | 0.01% | 0.0% | 186 | +61,133 | 56.02% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 168,216 | 4,476 | 0.0% | 0.0% | 187 | +135,110 | 408.11% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 167,418 | 4,455 | 0.0% | 0.0% | 188 | -20,355 | -10.84% | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 166,846 | 4,439 | 0.14% | 0.14% | 189 | -2,546 | -1.5% | Q1 2026 | Apr 27, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 167,433 | 4,425 | 0.25% | 0.27% | 190 | -7,383 | -4.22% | Q1 2026 | May 14, 2026 |
| Summit Wealth Group, LLC | History | Added to | 165,226 | 4,396 | 1.01% | 1.0% | 191 | +4,329 | 2.69% | Q1 2026 | May 04, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 164,853 | 4,386 | 2.59% | 2.54% | 192 | +7,530 | 4.79% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 163,819 | 4,359 | 0.28% | 0.27% | 193 | +9,880 | 6.42% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 162,935 | 4,335 | 0.0% | 0.0% | 194 | -180 | -0.11% | Q1 2026 | May 15, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 160,022 | 4,257 | 1.86% | 2.07% | 195 | -5,580 | -3.37% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 159,625 | 4,247 | 0.05% | 0.05% | 196 | +1,136 | 0.72% | Q1 2026 | Apr 28, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 158,130 | 4,207 | 0.27% | 0.26% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | New | 156,144 | 4,154 | 0.03% | — | 198 | +156,144 | New | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 155,535 | 4,138 | 0.0% | — | 199 | +155,535 | New | Q1 2026 | May 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 154,831 | 4,120 | 1.77% | 1.73% | 200 | +1,432 | 0.93% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 153,542 | 4,085 | 0.0% | 0.0% | 201 | -9,643 | -5.91% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | Added to | 151,745 | 4,037 | 1.66% | 1.51% | 202 | +12,387 | 8.89% | Q1 2026 | May 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 149,348 | 3,974 | 1.86% | 1.76% | 203 | +8,423 | 5.98% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 144,457 | 3,844 | 0.14% | 0.01% | 204 | +136,076 | 1623.62% | Q1 2026 | May 19, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 143,728 | 3,824 | 1.73% | 1.61% | 205 | +21,239 | 17.34% | Q1 2026 | Apr 20, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 141,964 | 3,776 | 0.32% | 0.26% | 206 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| ALPS ADVISORS INC | History | Added to | 139,680 | 3,716 | 0.02% | 0.02% | 207 | +18,500 | 15.27% | Q1 2026 | May 08, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 135,838 | 3,614 | 1.08% | 1.11% | 208 | +1,872 | 1.4% | Q1 2026 | Apr 06, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 132,456 | 3,524 | 0.1% | 0.1% | 209 | -6,095 | -4.4% | Q1 2026 | Apr 10, 2026 |
| VanderPol Investments L.L.C. | History | No change | 130,013 | 3,444 | 5.99% | 5.99% | 210 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 128,493 | 3,419 | 0.08% | — | 211 | +128,493 | New | Q1 2026 | May 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 125,058 | 3,327 | 0.33% | 0.33% | 212 | +1,869 | 1.52% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 124,222 | 3,305 | 0.12% | 0.06% | 213 | +64,108 | 106.64% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 123,521 | 3,286 | 0.06% | 0.05% | 214 | +8,903 | 7.77% | Q1 2026 | Apr 10, 2026 |
| Red Tortoise LLC | History | Reduced | 122,832 | 3,268 | 1.36% | 1.38% | 215 | -209 | -0.17% | Q1 2026 | Apr 21, 2026 |
| ATLas Financial Planning LLC | History | Added to | 122,106 | 3,249 | 2.91% | 3.02% | 216 | +5,867 | 5.05% | Q1 2026 | Apr 27, 2026 |
| FSA Investment Group, LLC | History | Added to | 121,817 | 3,241 | 1.3% | 1.95% | 217 | +1,031 | 0.85% | Q1 2026 | Apr 21, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 119,355 | 3,176 | 0.25% | 0.25% | 218 | +4,297 | 3.73% | Q1 2026 | May 01, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 119,247 | 3,173 | 0.19% | 0.17% | 219 | +11,999 | 11.19% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 118,452 | 3,151 | 0.28% | 0.38% | 220 | -4,307 | -3.51% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 118,384 | 3,150 | 0.01% | 0.01% | 221 | +30,205 | 34.25% | Q1 2026 | Apr 30, 2026 |
| K2 Financial Inc. | History | Added to | 117,417 | 3,149 | 2.29% | 2.29% | 222 | +5,925 | 5.31% | Q1 2026 | Apr 28, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 118,297 | 3,147 | 0.79% | 0.73% | 223 | +9,837 | 9.07% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 117,355 | 3,122 | 0.08% | 0.11% | 224 | -6,406 | -5.18% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 114,248 | 3,040 | 0.22% | 0.19% | 225 | +2,270 | 2.03% | Q1 2026 | Apr 16, 2026 |
| Patten Group, Inc. | History | Added to | 112,684 | 2,998 | 0.52% | 0.46% | 226 | +18,438 | 19.56% | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | Added to | 112,167 | 2,984 | 0.02% | 0.02% | 227 | +16,117 | 16.78% | Q1 2026 | Apr 15, 2026 |
| Lord & Richards Wealth Management, LLC | History | Reduced | 107,918 | 2,871 | 2.52% | 2.46% | 228 | -104 | -0.1% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Added to | 107,695 | 2,865 | 0.13% | 0.12% | 229 | +10,683 | 11.01% | Q1 2026 | Apr 30, 2026 |
| RHS Financial, LLC | History | Added to | 107,517 | 2,861 | 1.36% | 1.38% | 230 | +605 | 0.57% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 107,255 | 2,854 | 0.21% | 0.19% | 231 | +1,062 | 1.0% | Q1 2026 | Apr 20, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 106,853 | 2,843 | 1.09% | 1.09% | 232 | +3,423 | 3.31% | Q1 2026 | Apr 21, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 51,949 | 2,786 | 0.26% | 0.26% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | Added to | 104,633 | 2,784 | 0.38% | 0.32% | 234 | +2,738 | 2.69% | Q1 2026 | Apr 14, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 104,527 | 2,781 | 0.15% | 0.16% | 235 | -5,234 | -4.77% | Q1 2026 | Apr 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 102,878 | 2,737 | 0.02% | 0.02% | 236 | -756 | -0.73% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 103,052 | 2,729 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 101,696 | 2,706 | 0.22% | 0.22% | 238 | -4,890 | -4.59% | Q1 2026 | Apr 06, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 101,024 | 2,688 | 0.74% | 0.86% | 239 | -19,452 | -16.15% | Q1 2026 | Apr 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 100,961 | 2,686 | 0.12% | 0.12% | 240 | +2,737 | 2.79% | Q1 2026 | May 12, 2026 |
| Freedom Financial Partners LLC | History | Added to | 98,100 | 2,610 | 0.93% | 0.92% | 241 | +3,038 | 3.2% | Q1 2026 | Apr 16, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 97,742 | 2,600 | 0.09% | 0.09% | 242 | -1,214 | -1.23% | Q1 2026 | Apr 06, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 96,600 | 2,594 | 0.35% | 0.8% | 243 | -60,821 | -38.64% | Q1 2026 | May 11, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 96,957 | 2,580 | 0.36% | 0.35% | 244 | +3,487 | 3.73% | Q1 2026 | May 14, 2026 |
| McLean Asset Management Corp | History | Added to | 92,688 | 2,466 | 0.43% | 0.43% | 245 | +3,288 | 3.68% | Q1 2026 | Apr 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 91,364 | 2,431 | 0.03% | 0.0% | 246 | +86,943 | 1966.59% | Q1 2026 | Apr 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 91,203 | 2,426 | 1.64% | 1.58% | 247 | +1,721 | 1.92% | Q1 2026 | May 13, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 91,020 | 2,422 | 0.07% | 0.07% | 248 | -664 | -0.72% | Q1 2026 | May 07, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 89,245 | 2,374 | 1.16% | — | 249 | +89,245 | New | Q1 2026 | Apr 09, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 87,880 | 2,338 | 0.28% | 0.26% | 250 | +7,200 | 8.92% | Q1 2026 | Apr 17, 2026 |
| Veridan Wealth LLC | History | Reduced | 84,973 | 2,261 | 0.84% | 0.76% | 251 | -318 | -0.37% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 84,686 | 2,252 | 0.0% | 0.0% | 252 | -936 | -1.09% | Q1 2026 | May 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 83,932 | 2,233 | 0.16% | 0.16% | 253 | +406 | 0.49% | Q1 2026 | May 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 83,826 | 2,230 | 0.29% | 0.47% | 254 | -59,731 | -41.61% | Q1 2026 | May 08, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 83,390 | 2,219 | 0.29% | 0.19% | 255 | +34,337 | 70.0% | Q1 2026 | Apr 28, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 83,085 | 2,210 | 1.29% | 1.5% | 256 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Flatrock Wealth Partners LLC | History | New | 82,247 | 2,188 | 0.98% | — | 257 | +82,247 | New | Q1 2026 | Apr 29, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 82,067 | 2,183 | 0.61% | 0.63% | 258 | -525 | -0.64% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | New | 81,461 | 2,167 | 0.0% | — | 259 | +81,461 | New | Q1 2026 | May 15, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 81,404 | 2,166 | 0.95% | 0.84% | 260 | +4,546 | 5.91% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 80,781 | 2,147 | 0.33% | 0.35% | 261 | -5,951 | -6.86% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 79,274 | 2,109 | 2.2% | 1.09% | 262 | +37,693 | 90.65% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | New | 77,678 | 2,080 | 0.06% | — | 263 | +77,678 | New | Q1 2026 | May 14, 2026 |
| Veracity Capital LLC | History | Added to | 77,972 | 2,074 | 0.74% | 0.59% | 264 | +2,492 | 3.3% | Q1 2026 | Apr 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 77,578 | 2,064 | 0.07% | 0.06% | 265 | +10,209 | 15.15% | Q1 2026 | Apr 08, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 76,674 | 2,040 | 0.9% | 0.92% | 266 | +1,180 | 1.56% | Q1 2026 | May 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | New | 76,286 | 2,029 | 0.61% | — | 267 | +76,286 | New | Q1 2026 | Apr 21, 2026 |
| United Advisor Group, LLC | History | Added to | 75,633 | 2,012 | 0.25% | 0.22% | 268 | +9,084 | 13.65% | Q1 2026 | Apr 17, 2026 |
| Valpey Financial Services, LLC | History | Added to | 75,260 | 2,002 | 1.3% | 1.26% | 269 | +857 | 1.15% | Q1 2026 | May 11, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 74,567 | 1,984 | 0.17% | 0.22% | 270 | -22,644 | -23.29% | Q1 2026 | Apr 15, 2026 |
| Financial Freedom, LLC | History | No change | 72,868 | 1,939 | 0.97% | 0.96% | 271 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 72,567 | 1,931 | 1.27% | 1.3% | 273 | +1,560 | 2.2% | Q1 2026 | Apr 23, 2026 |
| Breakwater Investment Management | History | Reduced | 72,575 | 1,931 | 0.72% | 0.7% | 272 | -40 | -0.06% | Q1 2026 | May 14, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 72,007 | 1,916 | 0.79% | 0.88% | 275 | -6,034 | -7.73% | Q1 2026 | Apr 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 72,056 | 1,916 | 0.14% | 0.15% | 274 | -2,700 | -3.61% | Q1 2026 | May 05, 2026 |
| Veratis Advisors, Inc. | History | No change | 70,452 | 1,889 | 1.5% | 1.5% | 276 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 70,297 | 1,876 | 0.26% | 0.27% | 277 | -1,717 | -2.38% | Q1 2026 | Apr 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 70,060 | 1,864 | 0.53% | 0.0% | 279 | +69,974 | 81365.12% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 70,060 | 1,864 | 0.53% | 0.01% | 278 | +68,965 | 6298.17% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 69,514 | 1,849 | 0.03% | 0.02% | 280 | +4,537 | 6.98% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 69,372 | 1,845 | 0.2% | 0.15% | 281 | +14,047 | 25.39% | Q1 2026 | Apr 15, 2026 |
| American Trust Investment Advisors, LLC | History | Reduced | 68,930 | 1,834 | 1.01% | 0.99% | 282 | -1,140 | -1.63% | Q1 2026 | May 15, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 68,458 | 1,821 | 0.64% | 1.14% | 283 | -60,431 | -46.89% | Q1 2026 | Apr 20, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 68,214 | 1,815 | 0.33% | 0.28% | 284 | +7,050 | 11.53% | Q1 2026 | May 12, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 68,050 | 1,810 | 0.54% | 0.57% | 285 | -818 | -1.19% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 67,944 | 1,795 | 0.0% | 0.0% | 286 | +7,851 | 13.06% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 67,468 | 1,795 | 0.04% | 0.04% | 287 | +1,039 | 1.56% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 67,337 | 1,791 | 0.0% | 0.0% | 288 | +378 | 0.56% | Q1 2026 | Apr 27, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 67,168 | 1,787 | 1.12% | 1.1% | 289 | -97 | -0.14% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 66,899 | 1,772 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 66,306 | 1,764 | 0.0% | — | 291 | +66,306 | New | Q1 2026 | May 14, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Reduced | 66,126 | 1,759 | 1.03% | 1.0% | 292 | -189 | -0.29% | Q1 2026 | Apr 16, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 65,854 | 1,752 | 1.57% | 2.23% | 293 | -25,666 | -28.04% | Q1 2026 | May 11, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 62,743 | 1,669 | 1.08% | 1.07% | 294 | -689 | -1.09% | Q1 2026 | May 13, 2026 |
| Hyposwiss Advisors SA | History | Added to | 62,236 | 1,656 | 1.64% | 1.59% | 295 | +850 | 1.38% | Q1 2026 | Apr 30, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 61,917 | 1,647 | 0.05% | 0.05% | 296 | +738 | 1.21% | Q1 2026 | Apr 14, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 61,410 | 1,634 | 0.55% | 0.43% | 297 | +625 | 1.03% | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 61,635 | 1,632 | 0.12% | 0.12% | 298 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 60,821 | 1,618 | 1.49% | 1.23% | 299 | +6,152 | 11.25% | Q1 2026 | May 05, 2026 |
| Blue Fin Capital, Inc. | History | No change | 60,922 | 1,613 | 0.25% | 0.25% | 300 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |