SPDR SERIES TRUST - SDY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,319,410 | 1,068,194 | 0.08% | 0.07% | 1 | +36,785 | 0.51% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,849,841 | 707,786 | 0.04% | 0.04% | 2 | +9,145 | 0.19% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,059,540 | 446,509 | 0.14% | 0.13% | 3 | -31,099 | -1.01% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 2,998,124 | 437,546 | 0.12% | 0.12% | 4 | -30,870 | -1.02% | Q1 2026 | May 06, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 2,847,021 | 415,494 | 13.77% | 12.81% | 5 | +58,593 | 2.1% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,199,849 | 321,045 | 0.06% | 0.05% | 6 | +123,244 | 5.93% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,021,684 | 295,044 | 0.05% | 0.05% | 7 | -122,214 | -5.7% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,674,106 | 244,319 | 0.04% | 0.04% | 8 | -39,506 | -2.31% | Q1 2026 | May 05, 2026 |
| McCarthy & Cox | History | No change | 1,652 | 229,892 | 2.79% | 2.79% | 9 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,399,408 | 202,214 | 0.01% | 0.01% | 10 | -25,286 | -1.77% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,332,742 | 196,790 | 0.05% | 0.05% | 11 | -202,576 | -13.19% | Q1 2026 | May 15, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 1,139,462 | 166,296 | 4.82% | 4.17% | 12 | +120,778 | 11.86% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,103,411 | 161,031 | 0.04% | 0.04% | 13 | +23,888 | 2.21% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 992,290 | 144,814 | 0.82% | 0.63% | 14 | +200,540 | 25.33% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 930,325 | 135,771 | 0.02% | 0.02% | 15 | -24,271 | -2.54% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 894,629 | 130,562 | 0.18% | 0.17% | 16 | -37,824 | -4.06% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Added to | 782,740 | 114,232 | 0.45% | 0.41% | 17 | +11,243 | 1.46% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 742,602 | 108,375 | 0.12% | 0.12% | 18 | -57,283 | -7.16% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 709,668 | 103,569 | 0.14% | 0.14% | 19 | -28,043 | -3.8% | Q1 2026 | Apr 27, 2026 |
| Destination Wealth Management | History | Reduced | 629,425 | 91,858 | 2.39% | 2.38% | 20 | -24,323 | -3.72% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 572,599 | 83,565 | 0.21% | 0.19% | 21 | -32,571 | -5.38% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 514,315 | 75,076 | 0.11% | 0.1% | 22 | +37,435 | 7.85% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 495,043 | 72,246 | 1.06% | 1.07% | 23 | -7,525 | -1.5% | Q1 2026 | Apr 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 486,196 | 70,255 | 0.03% | 0.04% | 24 | +29,084 | 6.36% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 479,126 | 69,923 | 0.07% | 0.07% | 25 | -2,754 | -0.57% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 465,864 | 67,987 | 0.06% | 0.06% | 26 | -12,124 | -2.54% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 460,743 | 67,240 | 0.04% | 0.04% | 27 | -22,827 | -4.72% | Q1 2026 | May 08, 2026 |
| 1ST SOURCE BANK | History | Reduced | 450,028 | 65,677 | 3.39% | 3.54% | 28 | -35,430 | -7.3% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 439,196 | 64,096 | 0.04% | 0.04% | 29 | -2,965 | -0.67% | Q1 2026 | May 12, 2026 |
| Elk River Wealth Management LLC | History | Added to | 422,523 | 61,662 | 10.24% | 9.4% | 30 | +799 | 0.19% | Q1 2026 | Apr 17, 2026 |
| J.Safra Asset Management Corp | History | Added to | 368,501 | 53,779 | 2.9% | 2.58% | 31 | +14,638 | 4.14% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 351,909 | 51,357 | 0.14% | 0.14% | 32 | -54,812 | -13.48% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 328,838 | 47,990 | 0.01% | 0.01% | 33 | -2,808 | -0.85% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 304,381 | 44,421 | 0.05% | 0.04% | 34 | +85,243 | 38.9% | Q1 2026 | May 13, 2026 |
| Legacy Financial Group LLC | History | Reduced | 291,421 | 42,530 | 5.35% | 5.5% | 35 | -113 | -0.04% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 280,481 | 40,933 | 0.31% | 0.3% | 36 | -3,680 | -1.3% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 280,240 | 40,898 | 0.37% | 0.48% | 37 | +4,963 | 1.8% | Q1 2026 | May 06, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 278,651 | 40,666 | 7.31% | 7.04% | 38 | -1,174 | -0.42% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 267,702 | 39,068 | 0.07% | 0.06% | 39 | +9,388 | 3.63% | Q1 2026 | May 14, 2026 |
| Wolff Financial Management LLC | History | Added to | 259,984 | 37,942 | 8.38% | 7.95% | 40 | +5,809 | 2.29% | Q1 2026 | Apr 15, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 256,908 | 37,493 | 1.67% | 1.62% | 41 | -21,195 | -7.62% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 255,207 | 37,244 | 0.06% | 0.05% | 42 | +10,553 | 4.31% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 253,134 | 36,942 | 0.14% | 0.13% | 43 | +33,431 | 15.22% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 223,643 | 32,678 | 0.07% | 0.07% | 44 | -148,758 | -39.95% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 216,208 | 31,553 | 0.16% | 0.17% | 45 | -3,892 | -1.77% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 209,957 | 30,641 | 0.08% | 0.09% | 46 | -23,869 | -10.21% | Q1 2026 | Apr 30, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 217,246 | 30,231 | 8.7% | 8.7% | 47 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 197,469 | 28,818 | 3.58% | 3.45% | 48 | -1,061 | -0.53% | Q1 2026 | May 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 195,067 | 28,469 | 0.28% | 0.3% | 49 | +1,114 | 0.57% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 189,471 | 27,651 | 0.0% | 0.02% | 50 | -1,085,704 | -85.14% | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | Reduced | 189,356 | 27,634 | 1.32% | 1.29% | 51 | -2,509 | -1.31% | Q1 2026 | May 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 182,040 | 26,566 | 2.76% | 2.69% | 52 | +91 | 0.05% | Q1 2026 | Apr 08, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 178,029 | 25,981 | 2.93% | 2.81% | 53 | -4,401 | -2.41% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 176,671 | 25,801 | 0.16% | 0.15% | 54 | -7,776 | -4.22% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 175,514 | 25,614 | 8.55% | 8.06% | 55 | -366 | -0.21% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 172,271 | 25,141 | 0.14% | 0.14% | 56 | +3,029 | 1.79% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 159,419 | 23,265 | 0.01% | 0.01% | 57 | -32,796 | -17.06% | Q1 2026 | May 13, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 152,147 | 22,204 | 4.53% | 2.63% | 58 | +56,223 | 58.61% | Q1 2026 | Apr 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 150,882 | 22,019 | 0.19% | 0.18% | 59 | -27,963 | -15.64% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 150,559 | 21,972 | 0.09% | 0.08% | 60 | -721 | -0.48% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 145,619 | 21,251 | 0.04% | 0.04% | 61 | +9,653 | 7.1% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 145,591 | 21,248 | 2.41% | 2.29% | 62 | -50 | -0.03% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 144,431 | 20,109 | 0.13% | 0.13% | 63 | +10,411 | 7.77% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 130,628 | 19,063 | 0.03% | 0.02% | 64 | +20,095 | 18.18% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 127,412 | 18,594 | 0.0% | 0.0% | 65 | +9,367 | 7.94% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 126,135 | 18,324 | 0.02% | 0.02% | 66 | -6,022 | -4.56% | Q1 2026 | May 14, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 124,028 | 18,100 | 5.7% | 5.28% | 67 | -344 | -0.28% | Q1 2026 | Apr 21, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 122,734 | 17,911 | 0.77% | 0.16% | 68 | +94,918 | 341.24% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 115,078 | 16,794 | 0.03% | 0.0% | 69 | +108,140 | 1558.66% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 113,505 | 16,564 | 0.08% | 0.07% | 70 | -872 | -0.76% | Q1 2026 | Apr 24, 2026 |
| Midwest Trust Co | History | Reduced | 111,237 | 16,233 | 0.2% | 0.2% | 71 | -2,296 | -2.02% | Q1 2026 | May 01, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 110,265 | 16,091 | 0.26% | 0.26% | 72 | +19,690 | 21.74% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 114,551 | 15,941 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | Reduced | 109,023 | 15,910 | 0.22% | 0.21% | 74 | -2,394 | -2.15% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Added to | 107,806 | 15,733 | 0.24% | 0.22% | 75 | +5,727 | 5.61% | Q1 2026 | May 08, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 106,752 | 15,579 | 0.41% | 0.39% | 76 | -2,126 | -1.95% | Q1 2026 | May 01, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 106,049 | 15,476 | 6.17% | 5.85% | 77 | +1,612 | 1.54% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 100,874 | 14,721 | 0.01% | 0.01% | 78 | -50,039 | -33.16% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 99,605 | 14,538 | 0.02% | 0.02% | 79 | +5,815 | 6.2% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 97,411 | 14,216 | 0.63% | 0.61% | 80 | -790 | -0.8% | Q1 2026 | May 05, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 96,139 | 14,030 | 7.63% | 7.32% | 81 | +255 | 0.27% | Q1 2026 | Apr 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 95,803 | 13,981 | 0.01% | 0.01% | 82 | -2,254 | -2.3% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 94,797 | 13,834 | 0.07% | 0.07% | 83 | +3,206 | 3.5% | Q1 2026 | May 05, 2026 |
| CRA Financial Services, LLC | History | Reduced | 93,591 | 13,658 | 1.77% | 1.81% | 84 | -5,593 | -5.64% | Q1 2026 | Apr 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 92,725 | 13,536 | 0.02% | 0.02% | 85 | -1,194 | -1.27% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 92,702 | 13,528 | 0.45% | 0.41% | 86 | +51 | 0.06% | Q1 2026 | May 15, 2026 |
| MSH Capital Advisors LLC | History | Added to | 91,692 | 13,381 | 2.83% | 2.5% | 87 | +7,730 | 9.21% | Q1 2026 | May 08, 2026 |
| Fund Evaluation Group, LLC | History | New | 89,489 | 13,060 | 0.4% | — | 88 | +89,489 | New | Q1 2026 | May 08, 2026 |
| HB Wealth Management, LLC | History | Reduced | 89,123 | 13,006 | 0.08% | 0.08% | 89 | -170 | -0.19% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 87,484 | 12,764 | 0.06% | 0.08% | 90 | -21,503 | -19.73% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 87,295 | 12,691 | 0.04% | 0.03% | 91 | +51,053 | 140.87% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Added to | 86,766 | 12,662 | 0.06% | 0.06% | 92 | +6,233 | 7.74% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 85,753 | 12,514 | 0.02% | 0.02% | 93 | -17,948 | -17.31% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 85,447 | 12,475 | 0.01% | 0.01% | 94 | +2,700 | 3.26% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 84,834 | 12,380 | 0.04% | 0.04% | 95 | -3,617 | -4.09% | Q1 2026 | May 12, 2026 |
| WESBANCO BANK INC | History | Reduced | 83,246 | 12,148 | 0.34% | 0.33% | 96 | -1,793 | -2.11% | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 82,756 | 12,077 | 0.03% | 0.03% | 97 | +5,551 | 7.19% | Q1 2026 | May 08, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 82,189 | 11,994 | 1.62% | 1.62% | 98 | -4,675 | -5.38% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Reduced | 81,952 | 11,960 | 0.78% | 0.74% | 99 | -375 | -0.46% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 80,317 | 11,721 | 0.24% | 0.25% | 100 | -2,843 | -3.42% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Reduced | 79,562 | 11,611 | 0.19% | 0.18% | 101 | -643 | -0.8% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 78,058 | 11,391 | 0.26% | 0.26% | 102 | +907 | 1.18% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 77,839 | 11,359 | 0.0% | 0.0% | 103 | -3,250 | -4.01% | Q1 2026 | May 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 77,288 | 11,279 | 2.11% | 2.06% | 104 | -1,126 | -1.44% | Q1 2026 | Apr 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 76,476 | 11,160 | 0.21% | 0.2% | 105 | -945 | -1.22% | Q1 2026 | May 01, 2026 |
| GREENLEAF TRUST | History | Added to | 72,680 | 10,606 | 0.1% | 0.09% | 106 | +312 | 0.43% | Q1 2026 | Apr 27, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 71,922 | 10,496 | 3.61% | 3.34% | 107 | -2,010 | -2.72% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 71,880 | 10,490 | 0.32% | 0.3% | 108 | -913 | -1.25% | Q1 2026 | Apr 06, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 71,445 | 10,426 | 0.63% | 0.53% | 109 | +8,867 | 14.17% | Q1 2026 | May 13, 2026 |
| Balefire, LLC | History | Added to | 71,408 | 10,421 | 1.96% | 0.79% | 110 | +42,410 | 146.25% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 74,385 | 10,417 | 0.01% | 0.02% | 111 | -22,716 | -23.39% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 70,901 | 10,347 | 0.02% | 0.01% | 112 | +3,046 | 4.49% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 68,887 | 10,053 | 1.1% | 1.16% | 113 | -208 | -0.3% | Q1 2026 | May 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 68,710 | 10,027 | 0.16% | 0.14% | 114 | -632 | -0.91% | Q1 2026 | Apr 01, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 65,729 | 9,592 | 0.14% | 0.14% | 115 | -362 | -0.55% | Q1 2026 | Apr 09, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 65,205 | 9,516 | 8.76% | 7.76% | 116 | +4,120 | 6.74% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 68,283 | 9,502 | 0.0% | 0.0% | 117 | +3,190 | 4.9% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 64,817 | 9,459 | 0.12% | 0.12% | 118 | +2,077 | 3.31% | Q1 2026 | Apr 23, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 63,587 | 9,279 | 1.86% | 2.09% | 119 | -8,150 | -11.36% | Q1 2026 | Apr 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 61,113 | 8,918 | 2.34% | 2.01% | 120 | -541 | -0.88% | Q1 2026 | May 11, 2026 |
| Americana Partners, LLC | History | Reduced | 60,619 | 8,846 | 0.23% | 0.34% | 121 | -28,398 | -31.9% | Q1 2026 | May 12, 2026 |
| Simmons Bank | History | Reduced | 59,083 | 8,622 | 0.58% | 0.55% | 122 | -221 | -0.37% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Reduced | 58,470 | 8,533 | 0.02% | 0.03% | 123 | -10,496 | -15.22% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 58,158 | 8,487 | 1.12% | 0.96% | 124 | +8,208 | 16.43% | Q1 2026 | May 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 57,620 | 8,409 | 0.28% | 0.3% | 125 | -2,877 | -4.76% | Q1 2026 | Apr 17, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 57,270 | 8,358 | 0.65% | 0.65% | 126 | -1,476 | -2.51% | Q1 2026 | May 07, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 55,218 | 8,058 | 0.6% | 0.65% | 127 | -3,959 | -6.69% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 55,136 | 8,046 | 0.54% | 0.7% | 128 | -27 | -0.05% | Q1 2026 | May 07, 2026 |
| Corsicana & Co. | History | Added to | 59,010 | 8,006 | 5.07% | 4.56% | 129 | +680 | 1.17% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 54,537 | 7,959 | 0.06% | 0.06% | 130 | +315 | 0.58% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 54,265 | 7,919 | 0.03% | 0.03% | 131 | +1,497 | 2.84% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 54,042 | 7,886 | 0.39% | 0.4% | 132 | -917 | -1.67% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 53,070 | 7,745 | 0.09% | 0.08% | 133 | -393 | -0.74% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 52,658 | 7,687 | 0.06% | 0.05% | 134 | +772 | 1.49% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 52,469 | 7,657 | 0.1% | 0.09% | 135 | +120 | 0.23% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 52,419 | 7,650 | 0.01% | — | 136 | +52,419 | New | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 52,365 | 7,642 | 0.04% | 0.05% | 137 | -3,684 | -6.57% | Q1 2026 | May 15, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 52,234 | 7,623 | 8.04% | 7.98% | 138 | +598 | 1.16% | Q1 2026 | May 07, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 51,569 | 7,526 | 2.39% | 2.31% | 139 | -1,459 | -2.75% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Added to | 51,435 | 7,506 | 0.02% | 0.02% | 140 | +8,484 | 19.75% | Q1 2026 | May 13, 2026 |
| Private Wealth Group, LLC | History | Added to | 51,361 | 7,495 | 3.49% | 3.34% | 141 | +1,290 | 2.58% | Q1 2026 | Apr 23, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 51,269 | 7,482 | 6.35% | 6.17% | 142 | +2,148 | 4.37% | Q1 2026 | Apr 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 53,601 | 7,459 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 50,894 | 7,427 | 0.03% | 0.02% | 144 | +350 | 0.69% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 50,788 | 7,412 | 0.0% | 0.0% | 145 | -1,229 | -2.36% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 50,452 | 7,362 | 0.1% | 0.11% | 146 | -5,875 | -10.43% | Q1 2026 | Apr 08, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 50,302 | 7,341 | 1.43% | 1.21% | 147 | -30 | -0.06% | Q1 2026 | May 14, 2026 |
| Aries Wealth Management | History | Reduced | 49,715 | 7,255 | 1.6% | 1.56% | 148 | -1,055 | -2.08% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 47,822 | 6,979 | 0.14% | 0.14% | 149 | -1,034 | -2.12% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 46,407 | 6,772 | 0.0% | 0.0% | 150 | +1,262 | 2.8% | Q1 2026 | May 15, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 45,748 | 6,676 | 0.63% | 0.61% | 151 | -571 | -1.23% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 45,566 | 6,649 | 0.05% | 0.05% | 152 | -2,414 | -5.03% | Q1 2026 | Apr 15, 2026 |
| American Money Management, LLC | History | Added to | 45,518 | 6,642 | 1.05% | 0.98% | 153 | +667 | 1.49% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 44,035 | 6,441 | 0.13% | 0.13% | 154 | +860 | 1.99% | Q1 2026 | Apr 28, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 43,976 | 6,418 | 0.51% | 0.46% | 155 | +1,759 | 4.17% | Q1 2026 | May 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 43,032 | 6,280 | 1.33% | 1.37% | 156 | -264 | -0.61% | Q1 2026 | Apr 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 42,854 | 6,254 | 0.1% | 0.12% | 157 | -921 | -2.1% | Q1 2026 | May 18, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 42,828 | 6,250 | 0.03% | 0.03% | 158 | -6,228 | -12.7% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 42,688 | 6,229 | 0.14% | 0.21% | 159 | +11,075 | 35.03% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 42,626 | 6,220 | 0.3% | 0.28% | 160 | +349 | 0.83% | Q1 2026 | Apr 28, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 42,520 | 6,205 | 2.6% | 2.25% | 161 | +1,261 | 3.06% | Q1 2026 | Apr 29, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 41,228 | 6,016 | 2.2% | 1.98% | 162 | +5,040 | 13.93% | Q1 2026 | Apr 14, 2026 |
| TL Private Wealth | History | Reduced | 40,235 | 5,927 | 2.34% | 2.23% | 163 | -114 | -0.28% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 40,049 | 5,844 | 0.0% | 0.0% | 164 | +14,193 | 54.89% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 39,922 | 5,826 | 0.33% | 0.32% | 165 | -292 | -0.73% | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 39,851 | 5,815 | 0.37% | 0.37% | 166 | +244 | 0.62% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 39,809 | 5,809 | 0.03% | 0.03% | 167 | +2,445 | 6.54% | Q1 2026 | May 14, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 39,092 | 5,705 | 2.22% | 2.14% | 168 | -281 | -0.71% | Q1 2026 | Apr 29, 2026 |
| FIRST HORIZON CORP | History | Reduced | 39,035 | 5,696 | 0.24% | 0.24% | 169 | -56 | -0.14% | Q1 2026 | Apr 30, 2026 |
| Westside Investment Management, Inc. | History | Added to | 38,557 | 5,627 | 0.86% | 0.83% | 170 | +1,052 | 2.8% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 37,781 | 5,513 | 0.08% | 0.07% | 171 | -1,959 | -4.93% | Q1 2026 | May 01, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 37,406 | 5,459 | 0.04% | 0.03% | 172 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 37,232 | 5,433 | 0.07% | 0.06% | 173 | +2,074 | 5.9% | Q1 2026 | Apr 20, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 36,799 | 5,370 | 4.93% | 4.79% | 174 | +398 | 1.09% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 36,556 | 5,334 | 0.23% | 0.25% | 175 | -1,948 | -5.06% | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 35,779 | 5,221 | 0.2% | 0.19% | 176 | -622 | -1.71% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 35,002 | 5,114 | 0.46% | 0.44% | 177 | -323 | -0.91% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 34,485 | 5,032 | 0.02% | 0.02% | 178 | +364 | 1.07% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 34,279 | 5,002 | 0.06% | 0.06% | 179 | +66 | 0.19% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Reduced | 34,156 | 4,986 | 0.22% | 0.22% | 180 | -1,238 | -3.5% | Q1 2026 | May 08, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 34,127 | 4,980 | 0.79% | 0.75% | 181 | -225 | -0.65% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 33,507 | 4,890 | 0.17% | 0.08% | 182 | -224 | -0.66% | Q1 2026 | Apr 23, 2026 |
| Strategent Financial, LLC | History | Reduced | 33,371 | 4,870 | 3.31% | 3.13% | 183 | -2,142 | -6.03% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO | History | Reduced | 32,531 | 4,758 | 0.05% | 0.06% | 184 | -4,279 | -11.62% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 32,047 | 4,676 | 0.0% | 0.0% | 185 | +1,650 | 5.43% | Q1 2026 | May 13, 2026 |
| Firestone Capital Management | History | Reduced | 31,786 | 4,638 | 0.97% | 0.95% | 186 | -245 | -0.76% | Q1 2026 | May 08, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 31,735 | 4,631 | 1.05% | 1.02% | 187 | -920 | -2.82% | Q1 2026 | Apr 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 31,089 | 4,537 | 0.57% | 0.56% | 188 | -867 | -2.71% | Q1 2026 | May 14, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 30,836 | 4,500 | 2.85% | 2.59% | 189 | +1,785 | 6.14% | Q1 2026 | Apr 22, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 30,480 | 4,448 | 0.89% | 0.87% | 190 | +174 | 0.57% | Q1 2026 | Apr 29, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 30,340 | 4,427 | 1.87% | 1.94% | 191 | -1,713 | -5.34% | Q1 2026 | Apr 15, 2026 |
| Charles Schwab Trust Co | History | Added to | 30,135 | 4,397 | 0.29% | 0.27% | 192 | +155 | 0.52% | Q1 2026 | Apr 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 30,048 | 4,392 | 0.07% | 0.07% | 193 | +607 | 2.06% | Q1 2026 | Apr 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 30,056 | 4,386 | 0.08% | 0.08% | 194 | +38 | 0.13% | Q1 2026 | May 07, 2026 |
| NorthRock Partners, LLC | History | Reduced | 29,528 | 4,309 | 0.07% | 0.07% | 195 | -634 | -2.1% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 29,012 | 4,233 | 0.48% | 0.46% | 196 | +15 | 0.05% | Q1 2026 | Apr 10, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 28,898 | 4,217 | 1.72% | 1.67% | 197 | -502 | -1.71% | Q1 2026 | Apr 21, 2026 |
| Bravera Wealth | History | Reduced | 28,723 | 4,191 | 1.89% | 2.22% | 198 | -3,149 | -9.88% | Q1 2026 | Apr 22, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 28,688 | 4,186 | 1.23% | 1.32% | 199 | -4,027 | -12.31% | Q1 2026 | Apr 13, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 28,442 | 4,150 | 0.45% | 0.42% | 200 | -25 | -0.09% | Q1 2026 | May 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 28,178 | 4,112 | 0.08% | 0.07% | 201 | -17 | -0.06% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 27,986 | 4,084 | 0.06% | 0.04% | 202 | +13,871 | 98.27% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 27,786 | 4,055 | 0.0% | 0.0% | 203 | +508 | 1.86% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 27,546 | 4,020 | 0.03% | 0.04% | 204 | -4,199 | -13.23% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 27,084 | 3,953 | 0.03% | 0.02% | 205 | +9,877 | 57.4% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 35,171 | 3,942 | 0.18% | 0.04% | 206 | -42,520 | -54.73% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 26,885 | 3,923 | 0.16% | — | 208 | +26,885 | New | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 26,886 | 3,923 | 0.13% | 0.12% | 207 | +82 | 0.31% | Q1 2026 | May 15, 2026 |
| American Trust | History | Reduced | 26,761 | 3,905 | 0.35% | 0.34% | 209 | -2,359 | -8.1% | Q1 2026 | May 01, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 26,612 | 3,883 | 3.71% | 3.26% | 210 | +2,585 | 10.76% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 26,360 | 3,880 | 0.09% | 0.1% | 211 | -59 | -0.22% | Q1 2026 | May 04, 2026 |
| Climber Capital SA | History | Reduced | 27,747 | 3,871 | 2.54% | 4.11% | 212 | -18,790 | -40.38% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 26,394 | 3,851 | 0.02% | 0.02% | 213 | -599 | -2.22% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 26,224 | 3,827 | 0.07% | 0.03% | 214 | +13,785 | 110.82% | Q1 2026 | May 11, 2026 |
| Shum Financial Group, Inc. | History | Reduced | 26,198 | 3,823 | 2.7% | 2.66% | 215 | -347 | -1.31% | Q1 2026 | Apr 22, 2026 |
| Asset Management Group, Inc. | History | Added to | 25,708 | 3,751 | 0.61% | 0.58% | 216 | +94 | 0.37% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,610 | 3,737 | 0.02% | 0.02% | 217 | +1,312 | 5.4% | Q1 2026 | May 05, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 25,413 | 3,708 | 0.33% | — | 218 | +25,413 | New | Q1 2026 | Apr 08, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 25,335 | 3,697 | 0.24% | 0.25% | 219 | -2,755 | -9.81% | Q1 2026 | May 06, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 25,272 | 3,688 | 0.38% | 0.35% | 220 | +1,645 | 6.96% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 25,272 | 3,688 | 0.55% | 0.5% | 221 | +1,645 | 6.96% | Q1 2026 | May 11, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 25,118 | 3,665 | 2.0% | 1.99% | 222 | -1,159 | -4.41% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Added to | 25,080 | 3,660 | 0.0% | 0.0% | 223 | +1,319 | 5.55% | Q1 2026 | May 11, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 25,058 | 3,656 | 0.11% | 0.1% | 224 | +147 | 0.59% | Q1 2026 | May 13, 2026 |
| Financial Planning Hawaii, Inc. | History | Reduced | 24,865 | 3,628 | 2.14% | 2.01% | 225 | -207 | -0.83% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Added to | 24,762 | 3,613 | 0.17% | 0.14% | 226 | +3,243 | 15.07% | Q1 2026 | Apr 27, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 25,846 | 3,596 | 0.32% | 0.32% | 227 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FDx Advisors, Inc. | History | New | 24,530 | 3,580 | 1.14% | — | 228 | +24,530 | New | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 24,524 | 3,579 | 0.04% | 0.04% | 229 | -237 | -0.96% | Q1 2026 | May 08, 2026 |
| Independence Bank of Kentucky | History | No change | 24,517 | 3,578 | 0.45% | 0.42% | 230 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rothschild Wealth LLC | History | New | 24,237 | 3,537 | 0.32% | — | 231 | +24,237 | New | Q1 2026 | May 06, 2026 |
| Treasure Coast Financial Planning | History | Added to | 24,104 | 3,517 | 1.81% | 1.75% | 232 | +469 | 1.98% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 23,998 | 3,502 | 0.04% | 0.04% | 233 | -1,578 | -6.17% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 23,970 | 3,498 | 0.03% | 0.03% | 234 | -2,124 | -8.14% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 23,851 | 3,480 | 0.07% | 0.09% | 235 | -6,867 | -22.35% | Q1 2026 | May 14, 2026 |
| Sage Capital Management, LLC | History | Added to | 23,726 | 3,463 | 1.63% | 1.52% | 236 | +126 | 0.53% | Q1 2026 | Apr 15, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 23,724 | 3,462 | 0.87% | 0.81% | 237 | -611 | -2.51% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | Added to | 23,636 | 3,449 | 0.02% | 0.0% | 238 | +20,648 | 691.03% | Q1 2026 | May 11, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 23,595 | 3,443 | 0.07% | 0.09% | 239 | -14,434 | -37.96% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 23,428 | 3,419 | 0.07% | 0.07% | 240 | -2,118 | -8.29% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 23,339 | 3,406 | 0.06% | 0.06% | 241 | -118 | -0.5% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 23,133 | 3,376 | 0.12% | 0.14% | 242 | +1,762 | 8.24% | Q1 2026 | May 19, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 22,981 | 3,353 | 0.09% | 0.09% | 243 | -1,654 | -6.71% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 22,857 | 3,335 | 0.02% | 0.02% | 244 | +334 | 1.48% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 22,725 | 3,316 | 0.03% | 0.01% | 245 | +15,800 | 228.16% | Q1 2026 | May 15, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 22,707 | 3,313 | 0.47% | 0.59% | 246 | -368 | -1.59% | Q1 2026 | Apr 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 22,552 | 3,291 | 0.15% | 0.14% | 247 | -634 | -2.73% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 22,467 | 3,278 | 0.04% | 0.05% | 248 | -1,389 | -5.82% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 22,103 | 3,225 | 0.14% | 0.13% | 249 | -82 | -0.37% | Q1 2026 | Apr 30, 2026 |
| WELCH & FORBES LLC | History | No change | 22,079 | 3,222 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Janney Capital Management LLC | History | No change | 22,883 | 3,184 | 0.2% | 0.2% | 251 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,748 | 3,171 | 0.03% | 0.03% | 252 | +3,207 | 17.3% | Q1 2026 | Apr 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 21,728 | 3,170 | 0.02% | 0.02% | 253 | -476 | -2.14% | Q1 2026 | Apr 30, 2026 |
| Legacy Advisors, LLC | History | Reduced | 21,570 | 3,147 | 0.37% | 0.32% | 254 | -115 | -0.53% | Q1 2026 | May 05, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 22,603 | 3,145 | 1.29% | 1.29% | 255 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 21,345 | 3,115 | 0.36% | 0.34% | 256 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 21,005 | 3,107 | 0.08% | 0.02% | 257 | +17,503 | 499.8% | Q1 2026 | May 14, 2026 |
| Narwhal Capital Management | History | No change | 20,989 | 3,063 | 0.23% | 0.21% | 258 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 20,942 | 3,056 | 0.17% | 0.17% | 259 | -360 | -1.69% | Q1 2026 | May 07, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 20,868 | 3,045 | 1.05% | 1.05% | 260 | -523 | -2.44% | Q1 2026 | Apr 27, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 20,685 | 3,018 | 0.45% | 0.72% | 261 | -12,321 | -37.33% | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 20,439 | 2,982 | 0.0% | 0.0% | 262 | -9,029 | -30.64% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Reduced | 20,213 | 2,949 | 0.04% | 0.04% | 263 | -299 | -1.46% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 20,166 | 2,943 | 0.08% | 0.09% | 264 | +1,165 | 6.13% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 19,998 | 2,918 | 0.09% | 0.09% | 265 | -884 | -4.23% | Q1 2026 | May 13, 2026 |
| Argent Trust Co | History | No change | 19,871 | 2,899 | 0.1% | 0.09% | 266 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 19,612 | 2,862 | 0.06% | 0.05% | 267 | -1,409 | -6.7% | Q1 2026 | May 01, 2026 |
| FineMark National Bank & Trust | History | No change | 19,921 | 2,772 | 0.09% | 0.09% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,988 | 2,771 | 0.0% | 0.0% | 269 | +10,855 | 133.47% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 18,961 | 2,767 | 0.64% | 0.6% | 270 | +141 | 0.75% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 18,927 | 2,762 | 0.08% | 0.07% | 271 | +2,299 | 13.83% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 18,777 | 2,740 | 0.13% | 0.12% | 272 | +300 | 1.62% | Q1 2026 | Apr 29, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 18,772 | 2,739 | 1.66% | 1.78% | 273 | -250 | -1.31% | Q1 2026 | Apr 21, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 18,744 | 2,736 | 0.35% | 0.36% | 274 | -821 | -4.2% | Q1 2026 | Apr 16, 2026 |
| Calydon Capital | History | Added to | 18,247 | 2,662 | 0.43% | 0.43% | 275 | +109 | 0.6% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 17,966 | 2,621 | 0.3% | 0.31% | 276 | -10 | -0.06% | Q1 2026 | May 08, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 17,873 | 2,608 | 1.32% | 1.26% | 277 | -118 | -0.66% | Q1 2026 | Apr 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 17,775 | 2,594 | 0.01% | 0.0% | 278 | +843 | 4.98% | Q1 2026 | May 14, 2026 |
| Sachetta, LLC | History | Added to | 17,740 | 2,589 | 1.4% | 1.24% | 279 | +1,484 | 9.13% | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Reduced | 17,628 | 2,572 | 0.11% | 0.11% | 280 | -74 | -0.42% | Q1 2026 | May 13, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 17,365 | 2,556 | 0.49% | 0.51% | 281 | -390 | -2.2% | Q1 2026 | Apr 29, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 17,335 | 2,529 | 0.01% | — | 282 | +17,335 | New | Q1 2026 | May 12, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 17,323 | 2,528 | 2.76% | 2.65% | 283 | +936 | 5.71% | Q1 2026 | May 05, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 17,282 | 2,522 | 0.97% | — | 284 | +17,282 | New | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 17,268 | 2,520 | 0.09% | 0.09% | 285 | -379 | -2.15% | Q1 2026 | Apr 28, 2026 |
| WESPAC Advisors, LLC | History | Added to | 17,264 | 2,519 | 1.38% | 1.08% | 286 | +2,921 | 20.37% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,991 | 2,479 | 0.0% | 0.0% | 287 | -620 | -3.52% | Q1 2026 | May 01, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 16,931 | 2,470 | 0.17% | 0.04% | 288 | +14,715 | 664.03% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 16,882 | 2,463 | 0.08% | 0.01% | 289 | +14,888 | 746.64% | Q1 2026 | May 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 16,879 | 2,463 | 0.08% | 0.03% | 290 | +4,821 | 39.98% | Q1 2026 | Apr 29, 2026 |
| Summit Financial, LLC | History | Added to | 16,675 | 2,433 | 0.03% | 0.03% | 291 | +1,031 | 6.59% | Q1 2026 | May 15, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 16,529 | 2,412 | 1.06% | 1.08% | 292 | +44 | 0.27% | Q1 2026 | May 04, 2026 |
| Occidental Asset Management, LLC | History | No change | 16,227 | 2,368 | 0.28% | 0.27% | 293 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 16,093 | 2,348 | 0.35% | 0.35% | 294 | +300 | 1.9% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,617 | 2,279 | 0.05% | 0.05% | 295 | -973 | -5.86% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 15,539 | 2,267 | 0.05% | 0.05% | 296 | -123 | -0.79% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 15,536 | 2,267 | 0.03% | 0.03% | 297 | +9 | 0.06% | Q1 2026 | May 01, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 15,509 | 2,263 | 0.81% | 0.76% | 298 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 15,487 | 2,260 | 0.0% | 0.0% | 299 | -5,756 | -27.1% | Q1 2026 | May 13, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 15,418 | 2,250 | 2.33% | 2.27% | 300 | +359 | 2.38% | Q1 2026 | May 05, 2026 |