SPDR SERIES TRUST - SJNK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | Added to | 17,629,515 | 440,371 | 0.1% | 0.1% | 1 | +175,451 | 1.01% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 6,921,041 | 172,887 | 0.05% | 0.04% | 2 | +876,336 | 14.5% | Q1 2026 | May 06, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 6,890,436 | 172,123 | 4.76% | 4.16% | 3 | +22,248 | 0.32% | Q1 2026 | Apr 21, 2026 |
| Wealthfront Advisers LLC | History | Added to | 5,365,286 | 134,024 | 0.29% | 0.21% | 4 | +1,703,692 | 46.53% | Q1 2026 | May 05, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 4,154,736 | 103,785 | 1.47% | 2.28% | 5 | -2,914,500 | -41.23% | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,889,896 | 97,169 | 0.02% | 0.02% | 6 | -620,030 | -13.75% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,583,717 | 89,521 | 0.07% | 0.07% | 7 | +36,728 | 1.04% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 3,031,599 | 75,729 | 0.47% | 0.45% | 8 | +136,584 | 4.72% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,943,094 | 73,518 | 0.01% | 0.01% | 9 | -105,101 | -3.45% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 2,475,556 | 61,839 | 0.13% | 0.12% | 10 | +168,058 | 7.28% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,352,179 | 58,757 | 0.02% | 0.02% | 11 | -713,896 | -23.28% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 2,230,727 | 55,723 | 0.0% | 0.0% | 12 | -213,463 | -8.73% | Q1 2026 | May 15, 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC | History | Added to | 2,002,325 | 49,849 | 6.0% | 3.96% | 13 | +559,185 | 38.75% | Q1 2026 | May 12, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 1,967,984 | 49,160 | 1.0% | 0.02% | 14 | -577,238 | -22.68% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | New | 1,815,513 | 45,351 | 0.01% | — | 15 | +1,815,513 | New | Q1 2026 | Apr 30, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 1,681,308 | 41,999 | 4.3% | 4.24% | 16 | -74,471 | -4.24% | Q1 2026 | Apr 21, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,659,855 | 41,463 | 2.19% | 2.1% | 17 | +26,934 | 1.65% | Q1 2026 | Apr 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 1,487,531 | 37,158 | 0.64% | 1.59% | 18 | -2,034,773 | -57.77% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,394,700 | 34,840 | 0.07% | 0.06% | 19 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 1,379,021 | 34,447 | 0.01% | 0.01% | 20 | +108,379 | 8.53% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,362,366 | 34,031 | 0.19% | 0.16% | 21 | +177,504 | 14.98% | Q1 2026 | Apr 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,088,356 | 27,187 | 1.48% | 1.42% | 22 | +71,186 | 7.0% | Q1 2026 | May 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 1,000,000 | 24,980 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 944,905 | 23,603 | 0.0% | 0.0% | 24 | -26,831 | -2.76% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 920,769 | 23,000 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 868,026 | 21,683 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Essex LLC | History | Added to | 857,935 | 21,431 | 3.78% | 3.77% | 27 | +16,182 | 1.92% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 817,795 | 20,428 | 0.02% | 0.02% | 28 | +47,155 | 6.12% | Q1 2026 | May 12, 2026 |
| 1832 Asset Management L.P. | History | Added to | 748,723 | 18,703 | 0.02% | 0.01% | 29 | +33,116 | 4.63% | Q1 2026 | May 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 744,257 | 18,591 | 2.09% | 2.49% | 30 | -95,679 | -11.39% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 713,936 | 17,834 | 0.02% | 0.02% | 31 | -74,273 | -9.42% | Q1 2026 | May 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 684,920 | 17,109 | 3.06% | 3.02% | 32 | +57,935 | 9.24% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 657,741 | 16,431 | 0.0% | 0.0% | 33 | -2,695 | -0.41% | Q1 2026 | May 15, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 654,600 | 16,351 | 0.94% | 2.27% | 34 | -1,259,300 | -65.8% | Q1 2026 | Apr 16, 2026 |
| Mason & Associates Inc | History | Added to | 630,741 | 15,636 | 3.03% | 2.8% | 35 | +43,313 | 7.37% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 610,422 | 15,248 | 0.02% | 0.02% | 36 | +27,049 | 4.64% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 599,298 | 14,970 | 0.05% | — | 37 | +599,298 | New | Q1 2026 | May 13, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 593,800 | 14,833 | 6.44% | 6.73% | 38 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 592,461 | 14,799 | 0.0% | 0.01% | 39 | -335,589 | -36.16% | Q1 2026 | May 14, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 594,183 | 14,783 | 5.45% | 6.28% | 40 | -27,347 | -4.4% | Q1 2026 | Apr 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 568,086 | 14,191 | 0.11% | 0.11% | 41 | +55,171 | 10.76% | Q1 2026 | Apr 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 538,256 | 13,445 | 0.02% | 0.02% | 42 | +4,652 | 0.87% | Q1 2026 | Apr 27, 2026 |
| Advisory Alpha, LLC | History | Added to | 529,043 | 13,215 | 0.36% | 0.33% | 43 | +44,218 | 9.12% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 475,336 | 12,035 | 0.08% | 0.08% | 44 | +12,338 | 2.66% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 472,087 | 11,703 | 0.0% | 0.0% | 45 | +57,937 | 13.99% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 451,965 | 11,290 | 0.06% | 0.06% | 46 | +19,923 | 4.61% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 416,863 | 10,413 | 0.02% | 0.01% | 47 | +59,457 | 16.64% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 415,000 | 10,366 | 0.01% | 0.01% | 48 | -240,000 | -36.64% | Q1 2026 | Apr 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 400,666 | 10,008 | 0.08% | 0.07% | 49 | +33,843 | 9.23% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 400,000 | 9,992 | 0.04% | 0.18% | 50 | -1,600,000 | -80.0% | Q1 2026 | May 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 396,804 | 9,912 | 0.03% | 0.03% | 51 | -57,140 | -12.59% | Q1 2026 | May 11, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 396,609 | 9,907 | 0.65% | 0.65% | 52 | -11,536 | -2.83% | Q1 2026 | Apr 27, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 381,856 | 9,538 | 0.15% | 0.15% | 53 | +30,005 | 8.53% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 380,532 | 9,505 | 0.07% | 0.05% | 54 | +122,885 | 47.7% | Q1 2026 | Apr 15, 2026 |
| Caldwell Trust Co | History | Added to | 374,375 | 9,351 | 0.84% | 0.8% | 55 | +20,836 | 5.89% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 369,958 | 9,241 | 0.01% | 0.02% | 56 | -234,333 | -38.78% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 359,919 | 8,972 | 0.02% | 0.02% | 57 | -88,285 | -19.7% | Q1 2026 | Apr 08, 2026 |
| Disciplined Investments, LLC | History | Reduced | 353,834 | 8,838 | 3.17% | 3.46% | 58 | -2,135 | -0.6% | Q1 2026 | May 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 352,024 | 8,793 | 1.48% | 1.08% | 59 | +113,850 | 47.8% | Q1 2026 | Apr 30, 2026 |
| Certified Advisory Corp | History | Added to | 347,098 | 8,670 | 0.78% | 0.79% | 60 | +5,748 | 1.68% | Q1 2026 | Apr 17, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 345,836 | 8,638 | 5.4% | 5.21% | 61 | +15,751 | 4.77% | Q1 2026 | Apr 10, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 340,418 | 8,503 | 0.6% | 0.69% | 62 | -39,375 | -10.37% | Q1 2026 | May 12, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 339,949 | 8,491 | 5.51% | 4.41% | 63 | +95,102 | 38.84% | Q1 2026 | May 08, 2026 |
| ZEGA Investments, LLC | History | Reduced | 336,858 | 8,414 | 0.95% | 1.28% | 64 | -92,540 | -21.55% | Q1 2026 | May 08, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Added to | 328,129 | 8,242 | 3.69% | 3.71% | 65 | +2,547 | 0.78% | Q1 2026 | Apr 13, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 326,417 | 8,154 | 2.22% | 2.11% | 66 | +29,433 | 9.91% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 326,066 | 8,141 | 0.04% | 0.04% | 67 | +6,384 | 2.0% | Q1 2026 | May 15, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 325,377 | 8,127 | 1.09% | 1.11% | 68 | -2,650 | -0.81% | Q1 2026 | May 15, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 314,305 | 7,851 | 1.14% | 1.9% | 69 | -173,006 | -35.5% | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | Added to | 311,377 | 7,778 | 1.1% | 0.51% | 70 | +202,649 | 186.38% | Q1 2026 | Apr 20, 2026 |
| Sharper & Granite LLC | History | Added to | 280,958 | 7,018 | 2.4% | 2.32% | 71 | +20,823 | 8.0% | Q1 2026 | Apr 08, 2026 |
| Mutual Advisors, LLC | History | Added to | 280,789 | 7,014 | 0.15% | 0.12% | 72 | +65,979 | 30.72% | Q1 2026 | May 01, 2026 |
| Blue Capital, Inc. | History | Added to | 277,606 | 6,934 | 4.53% | 3.92% | 73 | +60,112 | 27.64% | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 276,006 | 6,894 | 0.09% | 0.1% | 74 | +5,874 | 2.17% | Q1 2026 | May 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 269,415 | 6,729 | 0.14% | 0.12% | 75 | +37,801 | 16.32% | Q1 2026 | Apr 27, 2026 |
| Financial Partners Group, Inc | History | Reduced | 264,531 | 6,607 | 0.79% | 0.81% | 76 | -12,016 | -4.35% | Q1 2026 | Apr 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 262,901 | 6,567 | 0.0% | 0.0% | 77 | +13,977 | 5.61% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 260,000 | 6,494 | 0.0% | 0.0% | 78 | +160,000 | 160.0% | Q1 2026 | May 06, 2026 |
| SAM Advisors, LLC | History | Added to | 254,646 | 6,361 | 1.99% | 1.96% | 79 | +9,467 | 3.86% | Q1 2026 | Apr 29, 2026 |
| Missouri Trust & Investment Co | History | Added to | 249,167 | 6,224 | 1.83% | 1.75% | 80 | +13,219 | 5.6% | Q1 2026 | May 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 246,487 | 6,157 | 0.45% | 0.79% | 81 | -173,234 | -41.27% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 245,481 | 6,132 | 0.02% | 0.03% | 82 | -316,493 | -56.32% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 232,012 | 5,772 | 0.28% | 0.28% | 83 | -1,613 | -0.69% | Q1 2026 | Apr 27, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 217,100 | 5,381 | 0.07% | 0.12% | 84 | -175,000 | -44.63% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 207,337 | 5,179 | 0.03% | 0.03% | 85 | -3,967 | -1.88% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 204,815 | 5,116 | 0.01% | 0.02% | 86 | -50,279 | -19.71% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 204,608 | 5,111 | 0.06% | 0.06% | 87 | +24,040 | 13.31% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Added to | 199,231 | 4,976 | 0.08% | 0.08% | 88 | +11,135 | 5.92% | Q1 2026 | Apr 27, 2026 |
| Echo45 Advisors LLC | History | Added to | 197,922 | 4,944 | 2.78% | 2.79% | 89 | +4,769 | 2.47% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 197,734 | 4,939 | 0.0% | 0.0% | 90 | +1,238 | 0.63% | Q1 2026 | May 12, 2026 |
| Benchmark Financial, LLC | History | Added to | 193,518 | 4,834 | 4.34% | 4.25% | 91 | +25,022 | 14.85% | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 192,650 | 4,812 | 0.0% | 0.0% | 92 | -60,108 | -23.78% | Q1 2026 | May 13, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 185,308 | 4,619 | 3.14% | — | 93 | +185,308 | New | Q1 2026 | Apr 08, 2026 |
| Little Harbor Advisors, LLC | History | Reduced | 179,495 | 4,484 | 2.66% | 2.67% | 94 | -25,265 | -12.34% | Q1 2026 | May 15, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 176,397 | 4,406 | 0.27% | 0.27% | 95 | -1,990 | -1.12% | Q1 2026 | May 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 175,611 | 4,386 | 0.28% | 0.44% | 96 | -96,594 | -35.49% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 173,395 | 4,331 | 0.02% | 0.02% | 97 | -6,046 | -3.37% | Q1 2026 | Apr 30, 2026 |
| Sowell Financial Services LLC | History | Reduced | 171,647 | 4,287 | 0.16% | 0.16% | 98 | -569 | -0.33% | Q1 2026 | Apr 20, 2026 |
| Aristotle Pacific Capital, LLC | History | No change | 171,016 | 4,271 | 3.47% | 1.78% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 167,098 | 4,174 | 0.01% | 0.01% | 100 | -52,937 | -24.06% | Q1 2026 | Apr 27, 2026 |
| BayBridge Capital Group, LLC | History | No change | 161,180 | 4,081 | 2.53% | 2.53% | 101 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 154,831 | 3,867 | 0.09% | 0.09% | 102 | +7,832 | 5.33% | Q1 2026 | May 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 153,241 | 3,783 | 1.92% | 1.62% | 103 | +29,457 | 23.8% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 151,194 | 3,776 | 0.01% | 0.01% | 104 | -36,514 | -19.45% | Q1 2026 | May 04, 2026 |
| Visionary Wealth Advisors | History | Added to | 149,387 | 3,731 | 0.17% | 0.17% | 105 | +4,666 | 3.22% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Reduced | 146,965 | 3,671 | 0.18% | 0.19% | 106 | -10,469 | -6.65% | Q1 2026 | May 05, 2026 |
| Monetary Solutions, Ltd | History | Added to | 143,908 | 3,594 | 3.47% | 3.57% | 107 | +954 | 0.67% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 141,534 | 3,583 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 138,084 | 3,449 | 0.12% | 0.12% | 109 | -1,038 | -0.75% | Q1 2026 | May 07, 2026 |
| LightSquare Wealth Management, LLC | History | New | 137,613 | 3,437 | 2.57% | — | 110 | +137,613 | New | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 136,869 | 3,419 | 0.01% | 0.01% | 111 | +48,066 | 54.13% | Q1 2026 | Apr 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 133,510 | 3,335 | 0.16% | 0.15% | 112 | -166 | -0.12% | Q1 2026 | May 18, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 127,816 | 3,192 | 0.08% | 0.08% | 113 | +5,307 | 4.33% | Q1 2026 | May 14, 2026 |
| Great Diamond Partners, LLC | History | Added to | 126,406 | 3,157 | 0.61% | 0.5% | 114 | +23,078 | 22.33% | Q1 2026 | May 12, 2026 |
| Altus Wealth Management, LLC | History | Added to | 125,431 | 3,133 | 1.39% | 1.3% | 115 | +6,043 | 5.06% | Q1 2026 | Apr 21, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 119,857 | 2,994 | 0.63% | 0.71% | 116 | -24,565 | -17.01% | Q1 2026 | Apr 13, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 119,760 | 2,991 | 2.2% | 2.11% | 117 | +8,899 | 8.03% | Q1 2026 | May 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 119,330 | 2,980 | 2.03% | 1.97% | 118 | +2,028 | 1.73% | Q1 2026 | May 04, 2026 |
| Axos Invest Inc. | History | Added to | 119,117 | 2,975 | 2.25% | 2.21% | 119 | +505 | 0.43% | Q1 2026 | May 12, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 118,150 | 2,951 | 0.62% | 0.67% | 120 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 115,790 | 2,892 | 1.86% | 2.57% | 121 | -41,199 | -26.24% | Q1 2026 | Apr 21, 2026 |
| Tidal Investments LLC | History | Reduced | 115,306 | 2,863 | 0.01% | 0.02% | 122 | -254,593 | -68.83% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 109,588 | 2,737 | 0.0% | — | 123 | +109,588 | New | Q1 2026 | May 15, 2026 |
| Williams Financial, LLC | History | Reduced | 109,334 | 2,731 | 1.59% | 1.61% | 124 | -446 | -0.41% | Q1 2026 | Apr 24, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 104,635 | 2,613 | 0.14% | 0.18% | 125 | -36,459 | -25.84% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | New | 103,714 | 2,590 | 0.2% | — | 126 | +103,714 | New | Q1 2026 | Apr 22, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 99,748 | 2,491 | 1.1% | 1.02% | 127 | +11,279 | 12.75% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 96,962 | 2,422 | 0.01% | 0.01% | 128 | +7,270 | 8.11% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 93,251 | 2,329 | 0.09% | 0.06% | 129 | +73,424 | 370.32% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 93,074 | 2,324 | 0.0% | 0.0% | 130 | -58,056 | -38.41% | Q1 2026 | May 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 92,087 | 2,300 | 0.3% | 0.29% | 131 | +11,765 | 14.65% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 86,803 | 2,148 | 0.0% | 0.0% | 132 | +6,246 | 7.75% | Q1 2026 | May 15, 2026 |
| WT Wealth Management | History | Added to | 85,496 | 2,135 | 0.63% | 0.42% | 133 | +27,810 | 48.21% | Q1 2026 | Apr 21, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 85,250 | 2,129 | 0.0% | 0.0% | 134 | -11,452 | -11.84% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 83,758 | 2,092 | 0.0% | 0.0% | 135 | +26,626 | 46.6% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 79,310 | 1,993 | 0.04% | — | 136 | +79,310 | New | Q1 2026 | May 01, 2026 |
| KG Capital Management | History | Reduced | 79,379 | 1,982 | 1.42% | 0.57% | 138 | -11,135 | -12.3% | Q1 2026 | Apr 22, 2026 |
| Pacer Advisors, Inc. | History | No change | 79,365 | 1,982 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 78,476 | 1,960 | 0.07% | 0.07% | 139 | +6,775 | 9.45% | Q1 2026 | May 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 77,545 | 1,937 | 0.22% | 0.22% | 140 | -902 | -1.15% | Q1 2026 | Apr 24, 2026 |
| Csenge Advisory Group | History | Added to | 75,987 | 1,898 | 0.09% | 0.04% | 141 | +41,348 | 119.37% | Q1 2026 | Apr 30, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 75,077 | 1,875 | 0.48% | 0.49% | 142 | -2,382 | -3.08% | Q1 2026 | Apr 10, 2026 |
| Sage Investment Advisers LLC | History | Added to | 73,920 | 1,839 | 1.36% | 1.24% | 143 | +8,797 | 13.51% | Q1 2026 | Apr 10, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 69,824 | 1,744 | 0.44% | 0.45% | 144 | -3,435 | -4.69% | Q1 2026 | Apr 28, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 68,315 | 1,706 | 0.35% | 0.35% | 145 | +989 | 1.47% | Q1 2026 | Apr 06, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 64,844 | 1,617 | 0.45% | 0.49% | 146 | -1,761 | -2.64% | Q1 2026 | Apr 08, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 64,645 | 1,614 | 0.18% | 0.18% | 147 | +4,724 | 7.88% | Q1 2026 | Apr 29, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 63,475 | 1,585 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 61,908 | 1,546 | 0.43% | 0.44% | 149 | -708 | -1.13% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 59,198 | 1,478 | 0.02% | 0.02% | 150 | -3,418 | -5.46% | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 57,948 | 1,447 | 0.02% | 0.02% | 151 | +3,034 | 5.53% | Q1 2026 | May 01, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 56,578 | 1,413 | 0.16% | 0.15% | 152 | +59 | 0.1% | Q1 2026 | Apr 28, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 55,370 | 1,383 | 0.56% | 0.57% | 153 | +1,313 | 2.43% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 54,584 | 1,363 | 0.02% | 0.11% | 154 | -313,238 | -85.16% | Q1 2026 | May 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 53,683 | 1,341 | 0.11% | 0.11% | 155 | +352 | 0.66% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 53,545 | 1,337 | 0.01% | 0.01% | 156 | +30,736 | 134.75% | Q1 2026 | May 15, 2026 |
| Private Wealth Group, LLC | History | Added to | 51,791 | 1,293 | 0.6% | 0.6% | 157 | +2,368 | 4.79% | Q1 2026 | Apr 23, 2026 |
| AMG National Trust Bank | History | Added to | 50,440 | 1,260 | 0.03% | 0.03% | 158 | +1,001 | 2.02% | Q1 2026 | May 04, 2026 |
| Hobart Private Capital, LLC | History | Added to | 49,864 | 1,245 | 0.24% | 0.23% | 159 | +2,721 | 5.77% | Q1 2026 | Apr 07, 2026 |
| Smithfield Trust Co | History | No change | 49,036 | 1,225 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | New | 48,546 | 1,212 | 0.0% | — | 161 | +48,546 | New | Q1 2026 | May 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 47,712 | 1,191 | 0.5% | 0.51% | 162 | +1,678 | 3.65% | Q1 2026 | May 11, 2026 |
| Calamos Advisors LLC | History | New | 47,536 | 1,187 | 0.0% | — | 164 | +47,536 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 47,536 | 1,187 | 0.04% | 0.03% | 163 | +14,600 | 44.33% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Reduced | 46,757 | 1,167 | 0.0% | 0.0% | 165 | -120,199 | -71.99% | Q1 2026 | May 12, 2026 |
| ICON ADVISERS INC/CO | History | New | 45,777 | 1,143 | 0.26% | — | 166 | +45,777 | New | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 44,500 | 1,111 | 0.04% | 0.04% | 167 | -500 | -1.11% | Q1 2026 | May 07, 2026 |
| StoneX Group Inc. | History | Added to | 43,619 | 1,081 | 0.06% | 0.04% | 168 | +10,762 | 32.75% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 43,273 | 1,080 | 0.01% | — | 169 | +43,273 | New | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 42,264 | 1,055 | 0.01% | 0.01% | 170 | +9,518 | 29.07% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 41,775 | 1,043 | 0.0% | 0.0% | 171 | -7,598 | -15.39% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 40,287 | 1,006 | 0.02% | 0.02% | 172 | +5,202 | 14.83% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 40,027 | 999 | 0.0% | — | 173 | +40,027 | New | Q1 2026 | May 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 39,607 | 989 | 0.68% | 0.71% | 174 | +1,621 | 4.27% | Q1 2026 | Apr 15, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 39,171 | 978 | 0.52% | 0.56% | 175 | -2,205 | -5.33% | Q1 2026 | Apr 16, 2026 |
| Generation Capital Management LLC | History | Reduced | 39,000 | 974 | 0.71% | 2.85% | 176 | -134,615 | -77.54% | Q1 2026 | May 08, 2026 |
| INSIGHT 2811, INC. | History | Added to | 38,169 | 953 | 0.4% | 0.41% | 177 | +1,510 | 4.12% | Q1 2026 | May 07, 2026 |
| Midwest Trust Co | History | No change | 37,420 | 934 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 37,286 | 931 | 0.01% | 0.02% | 180 | -22,743 | -37.89% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 37,285 | 931 | 0.05% | 0.04% | 179 | +3,675 | 10.93% | Q1 2026 | Apr 15, 2026 |
| Narus Financial Partners, LLC | History | Added to | 36,560 | 913 | 0.24% | 0.23% | 181 | +3,666 | 11.14% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 35,662 | 902 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 36,000 | 899 | 0.21% | 0.21% | 183 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| APS Management Group, Inc. | History | Added to | 35,242 | 880 | 0.75% | 0.29% | 184 | +21,910 | 164.34% | Q1 2026 | Apr 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 34,900 | 871 | 0.01% | 0.01% | 185 | -293 | -0.83% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 33,271 | 831 | 0.09% | 0.09% | 186 | +395 | 1.2% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 32,586 | 813 | 0.0% | 0.0% | 187 | +32,099 | 6591.17% | Q1 2026 | May 01, 2026 |
| ROCKLAND TRUST CO | History | Added to | 31,411 | 784 | 0.03% | 0.03% | 188 | +1,147 | 3.79% | Q1 2026 | Apr 16, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 31,231 | 780 | 0.03% | 0.03% | 189 | -648 | -2.03% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | New | 31,173 | 778 | 0.03% | — | 190 | +31,173 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 31,173 | 778 | 0.1% | — | 191 | +31,173 | New | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 31,049 | 775 | 0.0% | 0.0% | 192 | +8,595 | 38.28% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 31,008 | 774 | 0.02% | 0.02% | 193 | -1,102 | -3.43% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 30,420 | 759 | 0.04% | 0.06% | 194 | -8,839 | -22.51% | Q1 2026 | Apr 29, 2026 |
| Opulen Financial Group LLC | History | Added to | 30,038 | 750 | 0.53% | 0.54% | 195 | +953 | 3.28% | Q1 2026 | Apr 29, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 29,984 | 749 | 0.06% | 0.04% | 196 | +7,927 | 35.94% | Q1 2026 | May 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 29,637 | 747 | 0.05% | 0.05% | 197 | +3,480 | 13.3% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 29,891 | 746 | 0.02% | 0.02% | 198 | +922 | 3.18% | Q1 2026 | May 04, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 29,546 | 738 | 0.11% | 0.11% | 199 | +1,111 | 3.91% | Q1 2026 | Apr 24, 2026 |
| FinArc Investments, Inc. | History | New | 29,281 | 731 | 0.7% | — | 200 | +29,281 | New | Q1 2026 | May 20, 2026 |
| Cane Capital Partners, LLC | History | Added to | 28,699 | 716 | 0.31% | 0.27% | 201 | +1,550 | 5.71% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 28,414 | 709 | 0.0% | 0.0% | 202 | -549 | -1.9% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 28,294 | 706 | 0.01% | 0.02% | 203 | -19,204 | -40.43% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 28,250 | 705 | 0.05% | 0.05% | 204 | -3,591 | -11.28% | Q1 2026 | May 20, 2026 |
| M Holdings Securities, Inc. | History | Added to | 27,953 | 699 | 0.05% | 0.03% | 205 | +10,102 | 56.59% | Q1 2026 | May 12, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 27,216 | 679 | 0.17% | 1.04% | 206 | -130,872 | -82.78% | Q1 2026 | Apr 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 26,196 | 649 | 0.04% | 0.05% | 207 | -12,426 | -32.17% | Q1 2026 | Apr 24, 2026 |
| Prostatis Group LLC | History | Reduced | 25,717 | 642 | 0.16% | 0.48% | 208 | -53,676 | -67.61% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 25,271 | 637 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 25,110 | 627 | 0.02% | 0.03% | 210 | -11,281 | -31.0% | Q1 2026 | May 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 24,667 | 616 | 0.0% | 0.0% | 211 | +575 | 2.39% | Q1 2026 | Apr 30, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 24,389 | 609 | 0.08% | 0.08% | 212 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 24,184 | 604 | 0.0% | 0.0% | 213 | +7,457 | 44.58% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 23,475 | 586 | 0.04% | 0.01% | 214 | +14,634 | 165.52% | Q1 2026 | May 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 23,001 | 574 | 0.0% | 0.0% | 215 | -292 | -1.25% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 22,975 | 573 | 0.01% | 0.01% | 216 | -170 | -0.73% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 22,267 | 556 | 0.04% | 0.04% | 217 | -232 | -1.03% | Q1 2026 | May 12, 2026 |
| Patten Group, Inc. | History | Added to | 21,125 | 527 | 0.09% | 0.04% | 218 | +12,945 | 158.25% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 20,930 | 522 | 0.01% | 0.01% | 219 | -4,023 | -16.12% | Q1 2026 | Apr 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 20,067 | 501 | 0.01% | 0.01% | 220 | +7,410 | 58.54% | Q1 2026 | Apr 20, 2026 |
| Global View Capital Management LLC | History | Reduced | 19,828 | 495 | 0.13% | 0.15% | 221 | -12,921 | -39.45% | Q1 2026 | May 04, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 19,442 | 485 | 0.83% | 0.47% | 222 | -1,567 | -7.46% | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Added to | 19,246 | 479 | 0.03% | 0.02% | 223 | +2,003 | 11.62% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 19,154 | 478 | 0.01% | 0.01% | 224 | +9,856 | 106.0% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Reduced | 18,777 | 469 | 0.09% | 0.37% | 225 | -55,504 | -74.72% | Q1 2026 | May 07, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 18,284 | 458 | 0.13% | — | 226 | +18,284 | New | Q1 2026 | Apr 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 17,773 | 443 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 17,569 | 438 | 0.03% | 0.03% | 228 | -535 | -2.96% | Q1 2026 | Apr 14, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 17,525 | 438 | 0.13% | 0.12% | 229 | +46 | 0.26% | Q1 2026 | May 12, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 17,520 | 437 | 0.02% | 0.03% | 230 | -1,783 | -9.24% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 17,431 | 435 | 0.01% | 0.01% | 231 | -1,017 | -5.51% | Q1 2026 | Apr 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,116 | 427 | 0.02% | 0.02% | 232 | +74 | 0.43% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Reduced | 16,883 | 420 | 0.09% | 0.17% | 233 | -4,980 | -22.78% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 16,679 | 416 | 0.01% | — | 234 | +16,679 | New | Q1 2026 | May 11, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 16,644 | 415 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 16,233 | 405 | 0.22% | 0.24% | 236 | -1,116 | -6.43% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 16,171 | 403 | 0.01% | 0.01% | 237 | +4,690 | 40.85% | Q1 2026 | Apr 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 15,709 | 392 | 0.0% | 0.0% | 238 | +2,677 | 20.54% | Q1 2026 | May 07, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 15,652 | 390 | 0.03% | 0.02% | 239 | +1,575 | 11.19% | Q1 2026 | May 07, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 15,398 | 384 | 0.0% | 0.01% | 240 | -659 | -4.1% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | No change | 15,107 | 377 | 0.01% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 14,977 | 374 | 0.01% | 0.01% | 243 | -8,124 | -35.17% | Q1 2026 | May 18, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 15,001 | 374 | 0.04% | 0.04% | 242 | -1,200 | -7.41% | Q1 2026 | Apr 30, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 14,932 | 373 | 0.1% | 0.11% | 244 | -125 | -0.83% | Q1 2026 | May 08, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 14,823 | 370 | 0.05% | 0.08% | 245 | -8,007 | -35.07% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 14,723 | 367 | 0.0% | — | 246 | +14,723 | New | Q1 2026 | May 15, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 14,266 | 356 | 0.12% | 0.27% | 247 | -16,252 | -53.25% | Q1 2026 | Apr 27, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 14,204 | 354 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Choate Investment Advisors | History | No change | 13,880 | 346 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 13,575 | 339 | 0.01% | 0.01% | 250 | -1,729 | -11.3% | Q1 2026 | May 11, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 13,398 | 334 | 0.14% | 0.17% | 251 | -1,120 | -7.71% | Q1 2026 | Apr 08, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 13,126 | 327 | 0.05% | 0.07% | 252 | -1,083 | -7.62% | Q1 2026 | Apr 17, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 12,196 | 304 | 0.05% | 0.05% | 253 | +1,306 | 11.99% | Q1 2026 | May 07, 2026 |
| BTS Asset Management, Inc. | History | Added to | 12,007 | 299 | 1.15% | 0.41% | 254 | +100 | 0.84% | Q1 2026 | May 13, 2026 |
| Colonial Trust Co / SC | History | No change | 11,700 | 292 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 11,632 | 290 | 0.04% | 0.05% | 256 | -1,844 | -13.68% | Q1 2026 | Apr 30, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 11,377 | 284 | 0.05% | 0.06% | 257 | -3,788 | -24.98% | Q1 2026 | Apr 21, 2026 |
| Advisor Resource Council | History | Added to | 10,660 | 266 | 0.09% | 0.08% | 258 | +1,513 | 16.54% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,469 | 261 | 0.0% | 0.0% | 259 | -403 | -3.71% | Q1 2026 | May 14, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 10,460 | 261 | 0.07% | 0.07% | 260 | +106 | 1.02% | Q1 2026 | Apr 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,438 | 260 | 0.01% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Royal Fund Management, LLC | History | Added to | 10,134 | 253 | 0.02% | 0.02% | 262 | +993 | 10.86% | Q1 2026 | May 19, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 10,056 | 251 | 0.11% | 0.11% | 263 | +376 | 3.88% | Q1 2026 | May 08, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | New | 10,037 | 250 | 0.09% | — | 267 | +10,037 | New | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 10,047 | 250 | 0.0% | 0.0% | 266 | -2,987 | -22.92% | Q1 2026 | Apr 29, 2026 |
| Eagle Strategies LLC | History | Added to | 10,025 | 250 | 0.03% | 0.03% | 265 | +81 | 0.81% | Q1 2026 | Apr 20, 2026 |
| Boston Partners | History | No change | 10,020 | 250 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Goldstone Financial Group, LLC | History | New | 9,998 | 249 | 0.03% | — | 268 | +9,998 | New | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Management, LLC | History | No change | 9,961 | 248 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cumberland Partners Ltd | History | Added to | 9,873 | 246 | 0.02% | 0.01% | 270 | +1,030 | 11.65% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 241,237 | 242 | 0.01% | 0.02% | 271 | +28,809 | 13.56% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 9,660 | 241 | 0.0% | 0.0% | 273 | +1,077 | 12.55% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | No change | 9,675 | 241 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Reduced | 9,637 | 240 | 0.0% | 0.0% | 274 | -65 | -0.67% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 9,540 | 238 | 0.0% | 0.0% | 275 | -5,700 | -37.4% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,485 | 235 | 0.02% | 0.03% | 276 | -7,790 | -45.09% | Q1 2026 | May 01, 2026 |
| Centennial Bank/AR/ | History | Added to | 9,444 | 235 | 0.08% | 0.04% | 277 | +5,566 | 143.53% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 9,405 | 234 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,297 | 232 | 0.0% | 0.0% | 279 | +1,212 | 14.99% | Q1 2026 | May 14, 2026 |
| EJMK Ventures LLC | History | Reduced | 8,925 | 222 | 0.12% | 0.2% | 281 | -3,828 | -30.02% | Q1 2026 | Apr 24, 2026 |
| Phoenix Financial Ltd. | History | No change | 8,927 | 222 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Friedenthal Financial | History | Reduced | 8,857 | 221 | 0.11% | 0.15% | 282 | -2,826 | -24.19% | Q1 2026 | Apr 20, 2026 |
| ETF Store, Inc. | History | Reduced | 8,787 | 219 | 0.21% | 0.23% | 283 | -102 | -1.15% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,662 | 216 | 0.0% | 0.0% | 284 | -812 | -8.57% | Q1 2026 | May 08, 2026 |
| Crumly & Associates Inc. | History | No change | 8,539 | 213 | 0.04% | 0.05% | 285 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 8,018 | 200 | 0.06% | 0.11% | 286 | -8,016 | -49.99% | Q1 2026 | May 11, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 7,819 | 197 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Covenant Partners, LLC | History | No change | 7,583 | 192 | 0.06% | 0.06% | 288 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,380 | 183 | 0.0% | 0.0% | 289 | +825 | 12.59% | Q1 2026 | Apr 07, 2026 |
| Clean Yield Group | History | New | 6,962 | 173 | 0.05% | — | 290 | +6,962 | New | Q1 2026 | Apr 14, 2026 |
| FMR LLC | History | Added to | 6,448 | 161 | 0.0% | 0.0% | 291 | +5,010 | 348.4% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 6,001 | 149 | 0.0% | 0.0% | 292 | +2,636 | 78.34% | Q1 2026 | May 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 5,631 | 140 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,534 | 137 | 0.0% | 0.0% | 295 | +1,107 | 25.01% | Q1 2026 | May 15, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 5,486 | 137 | 0.05% | 0.05% | 294 | -891 | -13.97% | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | Reduced | 5,192 | 129 | 0.03% | 0.06% | 296 | -3,116 | -37.51% | Q1 2026 | May 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 5,178 | 129 | 0.08% | 0.04% | 297 | +505 | 10.81% | Q1 2026 | May 01, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 5,096 | 127 | 0.03% | 0.03% | 298 | +62 | 1.23% | Q1 2026 | Apr 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 4,650 | 116 | 0.09% | 0.1% | 300 | -536 | -10.34% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 4,657 | 116 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |