SCHWAB STRATEGIC TRUST - SCHY
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cresset Asset Management, LLC | History | Reduced | 3,537,103 | 111,984 | 0.48% | 0.45% | 1 | -26,361 | -0.74% | Q1 2026 | May 15, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 820,968 | 25,991 | 7.41% | 6.36% | 2 | +113,809 | 16.09% | Q1 2026 | May 07, 2026 |
| Summit Asset Management, LLC | History | Added to | 608,034 | 19,250 | 2.68% | 2.55% | 3 | +4,105 | 0.68% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 581,839 | 18,420 | 0.03% | 0.03% | 4 | -2,632 | -0.45% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 489,154 | 15,486 | 0.0% | 0.0% | 5 | -110,846 | -18.47% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 466,610 | 14,772 | 0.0% | 0.0% | 6 | +121,671 | 35.27% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 438,488 | 13,882 | 0.01% | 0.01% | 7 | +29,074 | 7.1% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 416,216 | 13,177 | 0.0% | 0.0% | 8 | +5,565 | 1.36% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 335,129 | 10,636 | 0.18% | 0.18% | 9 | +11,496 | 3.55% | Q1 2026 | May 14, 2026 |
| IRON Financial LLC | History | Added to | 310,328 | 9,824 | 4.29% | 3.91% | 10 | +24,952 | 8.74% | Q1 2026 | Apr 27, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | New | 290,541 | 9,198 | 0.57% | — | 11 | +290,541 | New | Q1 2026 | May 05, 2026 |
| Charles Schwab Trust Co | History | Reduced | 284,266 | 8,999 | 0.58% | 0.57% | 12 | -7,728 | -2.65% | Q1 2026 | Apr 10, 2026 |
| Elequin Capital, LP | History | New | 292,658 | 7,947 | 0.67% | — | 13 | +292,658 | New | Q1 2026 | May 11, 2026 |
| LongView Wealth Management | History | Added to | 199,378 | 6,553 | 1.65% | 1.32% | 14 | +18,617 | 10.3% | Q1 2026 | Apr 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 200,124 | 6,335 | 0.18% | 0.15% | 15 | +7,527 | 3.91% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 179,729 | 5,690 | 0.01% | 0.0% | 16 | +52,231 | 40.97% | Q1 2026 | May 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 177,126 | 5,607 | 1.1% | 1.19% | 17 | -13,152 | -6.91% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 167,891 | 5,491 | 0.33% | 0.29% | 18 | +18,382 | 12.29% | Q1 2026 | Apr 20, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 171,835 | 5,440 | 3.52% | 4.03% | 19 | -35,161 | -16.99% | Q1 2026 | May 12, 2026 |
| OMC Financial Services LTD | History | Added to | 166,350 | 5,266 | 2.04% | 1.77% | 20 | +7,372 | 4.64% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 163,564 | 5,178 | 0.01% | 0.01% | 21 | +30,172 | 22.62% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 152,155 | 4,817 | 0.1% | 0.1% | 22 | +2,820 | 1.89% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 148,830 | 4,711 | 0.04% | 0.03% | 23 | +25,155 | 20.34% | Q1 2026 | May 15, 2026 |
| Red Mountain Financial, LLC | History | Added to | 141,892 | 4,492 | 4.23% | 3.93% | 24 | +7,505 | 5.58% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 139,827 | 4,426 | 0.0% | 0.0% | 25 | +72,528 | 107.77% | Q1 2026 | May 15, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 130,863 | 4,143 | 1.73% | 1.24% | 26 | +37,735 | 40.52% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 129,779 | 4,108 | 0.0% | 0.0% | 27 | +12,671 | 10.82% | Q1 2026 | May 07, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 129,414 | 4,097 | 3.86% | 3.81% | 28 | -6,074 | -4.48% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 128,668 | 4,073 | 0.02% | 0.02% | 29 | +2,222 | 1.76% | Q1 2026 | May 15, 2026 |
| Farrow Financial, Inc. | History | Added to | 124,338 | 3,936 | 2.24% | 1.38% | 30 | +43,505 | 53.82% | Q1 2026 | May 01, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 122,412 | 3,875 | 0.42% | 0.38% | 31 | +7,381 | 6.42% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 115,758 | 3,664 | 0.02% | 0.02% | 32 | -26,132 | -18.42% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 110,226 | 3,490 | 0.0% | 0.0% | 33 | +31,337 | 39.72% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 106,366 | 3,367 | 0.03% | 0.04% | 34 | -2,571 | -2.36% | Q1 2026 | May 15, 2026 |
| Noble Family Wealth, LLC | History | Added to | 105,112 | 3,327 | 0.69% | 0.63% | 35 | +4,487 | 4.46% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 103,110 | 3,264 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 102,203 | 3,236 | 0.01% | 0.01% | 37 | +28,008 | 37.75% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 77,289 | 2,400 | 0.0% | 0.0% | 38 | +71,860 | 1323.63% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 73,271 | 2,335 | 0.0% | 0.0% | 39 | -17,049 | -18.88% | Q1 2026 | Apr 08, 2026 |
| Wolfstich Capital, LLC | History | No change | 71,217 | 2,212 | 1.94% | 1.96% | 40 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 69,283 | 2,193 | 0.08% | 0.09% | 41 | -8,027 | -10.38% | Q1 2026 | Apr 16, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 66,510 | 2,105 | 0.07% | 0.07% | 42 | -7,279 | -9.86% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 62,429 | 1,981 | 0.02% | 0.02% | 43 | +1,262 | 2.06% | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Added to | 62,209 | 1,969 | 0.0% | 0.0% | 44 | +6,839 | 12.35% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 61,788 | 1,956 | 0.01% | 0.0% | 45 | +21,039 | 51.63% | Q1 2026 | May 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 59,782 | 1,892 | 0.18% | 0.17% | 46 | -4,666 | -7.24% | Q1 2026 | May 01, 2026 |
| Bravera Wealth | History | Reduced | 57,784 | 1,829 | 0.82% | 0.98% | 47 | -8,060 | -12.24% | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 54,548 | 1,726 | 0.04% | 0.01% | 48 | +36,697 | 205.57% | Q1 2026 | May 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 53,955 | 1,708 | 1.11% | 0.96% | 49 | +8,486 | 18.66% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 53,457 | 1,692 | 0.0% | 0.0% | 50 | +17,620 | 49.17% | Q1 2026 | May 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 50,244 | 1,615 | 0.34% | 0.38% | 51 | +1,126 | 2.29% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 50,775 | 1,607 | 0.0% | 0.0% | 52 | +17,954 | 54.7% | Q1 2026 | May 13, 2026 |
| Embree Financial Group | History | Added to | 50,035 | 1,584 | 0.19% | 0.17% | 53 | +3,630 | 7.82% | Q1 2026 | Apr 23, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 49,312 | 1,561 | 0.52% | 0.45% | 54 | +290 | 0.59% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 48,567 | 1,537 | 0.0% | 0.0% | 55 | +28,147 | 137.84% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 47,671 | 1,509 | 0.02% | 0.02% | 56 | +4,539 | 10.52% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 46,965 | 1,486 | 0.0% | 0.0% | 57 | +1,617 | 3.57% | Q1 2026 | May 12, 2026 |
| Seek First Inc. | History | Added to | 45,980 | 1,455 | 1.03% | 0.94% | 58 | +106 | 0.23% | Q1 2026 | Apr 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 44,253 | 1,401 | 0.01% | 0.0% | 59 | +16,460 | 59.22% | Q1 2026 | Apr 15, 2026 |
| Vanguard National Trust Co | History | New | 42,807 | 1,355 | 0.09% | — | 60 | +42,807 | New | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 42,502 | 1,345 | 0.0% | 0.0% | 61 | +19,137 | 81.9% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 43,724 | 1,303 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 40,389 | 1,278 | 0.26% | 0.22% | 63 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Asset Management Group, Inc. | History | Added to | 39,127 | 1,238 | 0.2% | 0.19% | 64 | +221 | 0.57% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 38,131 | 1,207 | 0.04% | — | 66 | +38,131 | New | Q1 2026 | May 19, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 38,140 | 1,207 | 0.04% | 0.04% | 65 | +51 | 0.13% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 38,012 | 1,203 | 0.0% | 0.0% | 67 | +4,828 | 14.55% | Q1 2026 | Apr 30, 2026 |
| Inspire Advisors, LLC | History | Added to | 37,154 | 1,176 | 0.1% | 0.08% | 68 | +8,544 | 29.86% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 35,203 | 1,114 | 0.0% | 0.0% | 69 | -287 | -0.81% | Q1 2026 | May 15, 2026 |
| Orographic Financial Advisors, LLC | History | New | 34,218 | 1,083 | 0.77% | — | 71 | +34,218 | New | Q1 2026 | May 19, 2026 |
| Berkeley, Inc | History | Added to | 34,208 | 1,083 | 0.36% | 0.32% | 70 | +42 | 0.12% | Q1 2026 | Apr 24, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 34,175 | 1,081 | 0.69% | 0.6% | 72 | +3,262 | 10.55% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 33,826 | 1,070 | 0.0% | 0.0% | 73 | +25,574 | 309.91% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 31,634 | 1,001 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ProVise Management Group, LLC | History | No change | 31,401 | 994 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| D.B. Root & Company, LLC | History | Added to | 28,428 | 900 | 0.22% | 0.14% | 76 | +9,393 | 49.35% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 28,016 | 886 | 0.09% | 0.08% | 77 | -154 | -0.55% | Q1 2026 | Apr 27, 2026 |
| MYECFO, LLC | History | Added to | 27,746 | 878 | 0.37% | 0.32% | 78 | +2,100 | 8.19% | Q1 2026 | Apr 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 26,485 | 838 | 0.24% | 0.2% | 79 | +3,730 | 16.39% | Q1 2026 | Apr 30, 2026 |
| Capital Square, LLC | History | New | 25,823 | 834 | 0.38% | — | 80 | +25,823 | New | Q1 2026 | May 11, 2026 |
| Wedmont Private Capital | History | Added to | 24,976 | 814 | 0.03% | 0.03% | 81 | +9 | 0.04% | Q1 2026 | Apr 09, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 22,981 | 727 | 0.16% | 0.15% | 82 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 21,628 | 684 | 0.08% | 0.08% | 83 | -808 | -3.6% | Q1 2026 | May 11, 2026 |
| IF Advisors, LLC | History | New | 20,860 | 660 | 0.47% | — | 84 | +20,860 | New | Q1 2026 | May 13, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 19,443 | 615 | 0.32% | 0.33% | 85 | -1,538 | -7.33% | Q1 2026 | Apr 21, 2026 |
| COWA, LLC | History | Added to | 18,823 | 595 | 0.16% | 0.17% | 86 | +554 | 3.03% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 18,563 | 588 | 0.0% | 0.0% | 87 | +6,133 | 49.34% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 18,501 | 585 | 0.0% | 0.0% | 88 | +9,147 | 97.79% | Q1 2026 | May 15, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 18,342 | 580 | 0.1% | 0.1% | 89 | +212 | 1.17% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | New | 17,000 | 538 | 0.01% | — | 90 | +17,000 | New | Q1 2026 | May 01, 2026 |
| PW Nova Financial Services LLC | History | New | 16,750 | 530 | 0.13% | — | 91 | +16,750 | New | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 16,408 | 519 | 0.06% | 0.04% | 92 | +7,767 | 89.89% | Q1 2026 | May 15, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 16,092 | 509 | 0.18% | 0.24% | 93 | +140 | 0.88% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 15,958 | 505 | 0.04% | 0.03% | 94 | +567 | 3.68% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 15,800 | 500 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 15,361 | 486 | 0.01% | 0.01% | 96 | -74 | -0.48% | Q1 2026 | May 07, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 14,951 | 473 | 0.01% | 0.01% | 97 | +6,145 | 69.78% | Q1 2026 | Apr 07, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 14,600 | 462 | 0.22% | 0.15% | 98 | +4,050 | 38.39% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 14,571 | 461 | 0.03% | 0.03% | 99 | -1,122 | -7.15% | Q1 2026 | Apr 09, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 14,577 | 461 | 0.21% | 0.22% | 100 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 13,992 | 442 | 0.03% | 0.02% | 101 | +200 | 1.45% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | New | 13,840 | 438 | 0.02% | — | 102 | +13,840 | New | Q1 2026 | May 04, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | New | 13,655 | 432 | 0.04% | — | 103 | +13,655 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 12,993 | 411 | 0.0% | 0.0% | 104 | +1,970 | 17.87% | Q1 2026 | May 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 12,713 | 402 | 0.05% | 0.04% | 105 | +2,974 | 30.54% | Q1 2026 | Apr 30, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 12,669 | 401 | 0.02% | 0.02% | 106 | +74 | 0.59% | Q1 2026 | May 13, 2026 |
| M3 Wealth Management, LLC | History | New | 12,374 | 391 | 0.3% | — | 107 | +12,374 | New | Q1 2026 | May 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 12,102 | 383 | 0.0% | 0.0% | 108 | -244 | -1.98% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Added to | 11,821 | 374 | 0.01% | — | 109 | +11,811 | 118110.0% | Q1 2026 | May 13, 2026 |
| BXM Wealth LLC | History | No change | 11,630 | 368 | 0.28% | 0.27% | 110 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 11,564 | 366 | 0.0% | 0.0% | 111 | +67 | 0.58% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 11,369 | 359 | 0.0% | 0.0% | 112 | +479 | 4.4% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 11,264 | 356 | 0.0% | 0.0% | 113 | +5,977 | 113.05% | Q1 2026 | May 15, 2026 |
| Souders Financial Advisors | History | Reduced | 10,665 | 337 | 0.04% | 0.05% | 114 | -2,972 | -21.79% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,055 | 318 | 0.0% | 0.0% | 115 | +3,381 | 50.66% | Q1 2026 | May 08, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 9,965 | 315 | 0.06% | 0.06% | 117 | +735 | 7.96% | Q1 2026 | May 12, 2026 |
| Joule Financial, LLC | History | Reduced | 9,960 | 315 | 0.09% | 0.09% | 116 | -72 | -0.72% | Q1 2026 | Apr 14, 2026 |
| Financial Perspectives, Inc | History | New | 9,933 | 314 | 0.09% | — | 118 | +9,933 | New | Q1 2026 | May 11, 2026 |
| Bell Bank | History | Reduced | 9,820 | 310 | 0.01% | 0.01% | 119 | -83 | -0.84% | Q1 2026 | Apr 23, 2026 |
| Hendershot Investments Inc. | History | New | 9,175 | 290 | 0.04% | — | 120 | +9,175 | New | Q1 2026 | Apr 27, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 9,039 | 286 | 0.04% | 0.03% | 121 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 8,833 | 279 | 0.18% | 0.22% | 122 | -2,293 | -20.61% | Q1 2026 | May 08, 2026 |
| Gutierrez Wealth Advisory, LLC | History | New | 8,736 | 276 | 0.17% | — | 124 | +8,736 | New | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 8,730 | 276 | 0.02% | 0.01% | 123 | +3,814 | 77.58% | Q1 2026 | Apr 23, 2026 |
| Redwood Family Wealth LLC | History | New | 8,551 | 270 | 0.26% | — | 125 | +8,551 | New | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | Added to | 8,516 | 269 | 0.03% | 0.03% | 126 | +8 | 0.09% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,298 | 262 | 0.0% | — | 127 | +8,298 | New | Q1 2026 | May 15, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 8,267 | 261 | 0.23% | 0.22% | 128 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | No change | 8,204 | 259 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 8,134 | 257 | 0.0% | 0.0% | 130 | +1,134 | 16.2% | Q1 2026 | May 05, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 8,068 | 255 | 0.11% | 0.26% | 131 | -12,306 | -60.4% | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 8,047 | 254 | 0.03% | — | 132 | +8,047 | New | Q1 2026 | May 22, 2026 |
| Brooklyn Investment Group | History | New | 7,748 | 245 | 0.01% | — | 133 | +7,748 | New | Q1 2026 | Apr 29, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 7,748 | 245 | 0.01% | — | 134 | +7,748 | New | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | Added to | 7,725 | 244 | 0.01% | 0.01% | 135 | +3,118 | 67.68% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | New | 7,561 | 239 | 0.01% | — | 137 | +7,561 | New | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | Added to | 7,568 | 239 | 0.02% | 0.01% | 136 | +4,714 | 165.17% | Q1 2026 | May 01, 2026 |
| Sage Investment Counsel LLC | History | Added to | 7,449 | 235 | 0.26% | 0.24% | 138 | +14 | 0.19% | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | Added to | 7,363 | 233 | 0.0% | 0.0% | 139 | +213 | 2.98% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 7,351 | 232 | 0.01% | 0.01% | 140 | +43 | 0.59% | Q1 2026 | May 14, 2026 |
| Sharkey, Howes & Javer | History | No change | 6,725 | 212 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cannell & Spears LLC | History | New | 6,578 | 208 | 0.0% | — | 143 | +6,578 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,586 | 208 | 0.0% | 0.0% | 142 | +5,957 | 947.06% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 6,205 | 196 | 0.0% | 0.0% | 144 | +1,210 | 24.22% | Q1 2026 | May 13, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 5,876 | 186 | 0.95% | 1.15% | 145 | -447 | -7.07% | Q1 2026 | Apr 28, 2026 |
| Red Tortoise LLC | History | Added to | 5,813 | 184 | 0.08% | 0.07% | 146 | +34 | 0.59% | Q1 2026 | Apr 21, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 5,794 | 183 | 0.0% | 0.0% | 147 | -11,048 | -65.6% | Q1 2026 | May 15, 2026 |
| Redwood Park Advisors LLC | History | No change | 5,773 | 182 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 5,957 | 177 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CrossGen Wealth, LLC | History | New | 5,403 | 171 | 0.15% | — | 150 | +5,403 | New | Q1 2026 | Apr 22, 2026 |
| Monetary Solutions, Ltd | History | No change | 5,072 | 160 | 0.15% | 0.15% | 151 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,953 | 153 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 4,372 | 138 | 0.04% | 0.03% | 153 | +497 | 12.83% | Q1 2026 | Apr 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 4,096 | 129 | 0.05% | 0.05% | 154 | +363 | 9.72% | Q1 2026 | May 05, 2026 |
| Hara Capital LLC | History | Reduced | 3,870 | 122 | 0.06% | 0.07% | 155 | -170 | -4.21% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,504 | 110 | 0.0% | 0.0% | 156 | +3,161 | 921.57% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,685 | 85 | 0.0% | 0.0% | 157 | +1,721 | 178.53% | Q1 2026 | May 14, 2026 |
| WEBSTER BANK, N. A. | History | New | 2,684 | 84 | 0.01% | — | 158 | +2,684 | New | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,613 | 82 | 0.0% | 0.0% | 159 | +60 | 2.35% | Q1 2026 | Apr 07, 2026 |
| Roble, Belko & Company, Inc | History | New | 2,555 | 81 | 0.01% | — | 160 | +2,555 | New | Q1 2026 | Apr 16, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 2,387 | 75 | 0.02% | 0.02% | 161 | +14 | 0.59% | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,292 | 72 | 0.0% | 0.0% | 162 | +13 | 0.57% | Q1 2026 | Apr 17, 2026 |
| Scarborough Advisors, LLC | History | New | 1,811 | 57 | 0.01% | — | 163 | +1,811 | New | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,735 | 55 | 0.0% | 0.0% | 164 | -67 | -3.72% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Reduced | 1,715 | 54 | 0.0% | 0.0% | 165 | -356 | -17.19% | Q1 2026 | May 06, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,700 | 53 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 1,614 | 51 | 0.0% | 0.0% | 167 | -137 | -7.82% | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | No change | 1,463 | 46 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,406 | 44 | 0.0% | — | 169 | +1,406 | New | Q1 2026 | May 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 1,380 | 43 | 0.03% | — | 170 | +1,380 | New | Q1 2026 | Apr 21, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,003 | 31 | 0.0% | — | 173 | +1,003 | New | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 31,291 | 31 | 0.0% | 0.0% | 172 | +770 | 2.52% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,000 | 31 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 960 | 30 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 822 | 26 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 605 | 18 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 530 | 16 | 0.0% | — | 177 | +530 | New | Q1 2026 | Apr 14, 2026 |
| Ascentis Independent Advisors | History | New | 500 | 15 | 0.0% | — | 178 | +500 | New | Q1 2026 | Apr 28, 2026 |
| Meramec Financial Planners, LLC | History | New | 417 | 13 | 0.01% | — | 179 | +417 | New | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 415 | 12 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sunrise Financial Services, LLC | History | New | 300 | 9 | 0.01% | — | 181 | +300 | New | Q1 2026 | Apr 29, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 245 | 7 | 0.0% | — | 182 | +245 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 212 | 6 | 0.0% | — | 187 | +212 | New | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 200 | 6 | 0.0% | — | 186 | +200 | New | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 197 | 6 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 204 | 6 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 158 | 5 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | New | 156 | 4 | 0.0% | — | 189 | +156 | New | Q1 2026 | Apr 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 100 | 3 | 0.0% | — | 191 | +100 | New | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | No change | 100 | 3 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Strive Financial Group ,LLC | History | Added to | 41 | 1 | 0.0% | — | 194 | +38 | 1266.67% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 35 | 1 | 0.0% | — | 195 | +35 | New | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 55 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Vision Retirement, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -17,000 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -14,620 | -100.0% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,265 | -100.0% | Q1 2026 | May 04, 2026 |
| SCHOLTZ & COMPANY, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -12,157 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -7,866 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -7,246 | -100.0% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,635 | -100.0% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,020 | -100.0% | Q1 2026 | May 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 21, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Asset Dedication, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |