iShares Silver Trust - SLV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CTC LLC | History | Added to | 4,670,781 | 7,658,869 | 3.53% | 3.75% | 1 | +1,548,216 | 49.58% | Q1 2026 | May 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 109,534,581 | 7,463,686 | 0.96% | 1.01% | 2 | +6,021,744 | 5.82% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 92,016,303 | 6,269,990 | 0.7% | 0.75% | 3 | -8,414,062 | -8.38% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 78,379,001 | 5,340,745 | 0.86% | 0.65% | 4 | +11,182,801 | 16.64% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 19,827,084 | 1,351,017 | 0.2% | 0.16% | 5 | +4,708,446 | 31.14% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 12,446,638 | 848,113 | 0.1% | 0.05% | 6 | +6,577,688 | 112.08% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 12,225,525 | 833,047 | 0.05% | 0.07% | 7 | -5,847,704 | -32.36% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Added to | 11,514,222 | 784,579 | 1.73% | 0.63% | 8 | +6,316,022 | 121.5% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,497,856 | 579,043 | 0.04% | 0.05% | 9 | -2,019,963 | -19.21% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Added to | 19,282,001 | 550,665 | 0.79% | 0.74% | 10 | +2,059,438 | 11.96% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 7,672,977 | 522,836 | 0.52% | 0.47% | 11 | -276,233 | -3.47% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 7,485,966 | 510,093 | 0.14% | 0.15% | 12 | -1,262,779 | -14.43% | Q1 2026 | May 06, 2026 |
| Belvedere Trading LLC | History | Added to | 6,299,088 | 429,219 | 0.51% | 0.25% | 13 | +2,753,218 | 77.65% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,945,376 | 405,117 | 0.15% | 0.05% | 14 | +3,726,406 | 167.93% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | Reduced | 5,818,804 | 396,493 | 0.93% | 1.32% | 15 | -5,167,320 | -47.03% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,236,713 | 356,829 | 0.07% | 0.11% | 16 | -3,756,082 | -41.77% | Q1 2026 | May 11, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 4,453,900 | 303,488 | 0.79% | 0.9% | 17 | -2,602,929 | -36.89% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 4,274,870 | 291,289 | 0.07% | 0.1% | 18 | -1,889,801 | -30.66% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 4,199,230 | 286,135 | 0.53% | 0.1% | 19 | +3,396,042 | 422.82% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 3,972,100 | 270,658 | 0.72% | 0.31% | 20 | +313,000 | 8.55% | Q1 2026 | May 15, 2026 |
| Dai-ichi Life International Holdings LLC | History | New | 3,864 | 263,293 | 17.27% | — | 21 | +3,864 | New | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,003,725 | 210,677 | 0.1% | 0.18% | 22 | -952,217 | -32.21% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | Added to | 2,960,900 | 201,755 | 1.49% | 0.43% | 23 | +2,137,700 | 259.68% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,871,019 | 195,633 | 0.03% | 0.04% | 24 | -1,229,488 | -29.98% | Q1 2026 | May 15, 2026 |
| Carrhae Capital LLP | History | Reduced | 2,627,200 | 179,017 | 5.36% | 8.18% | 25 | -727,600 | -21.69% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,512,801 | 171,222 | 0.05% | 0.06% | 26 | -446,124 | -15.08% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 2,446,530 | 166,706 | 0.22% | 0.35% | 27 | -1,847,770 | -43.03% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 2,267,600 | 154,514 | 0.18% | 0.03% | 28 | +1,879,715 | 484.61% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 2,072,186 | 141,198 | 0.06% | 0.12% | 29 | -2,095,794 | -50.28% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,070,783 | 141,166 | 0.03% | 0.04% | 30 | -609,762 | -22.75% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 2,025,276 | 138,002 | 0.23% | 0.41% | 31 | -2,440,924 | -54.65% | Q1 2026 | May 08, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 2,000,000 | 136,280 | 0.22% | — | 32 | +2,000,000 | New | Q1 2026 | May 14, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 1,955,792 | 133,267 | 10.27% | 9.0% | 33 | +131,313 | 7.2% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,753,274 | 119,468 | 0.15% | 0.18% | 34 | -790,092 | -31.06% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,711,721 | 108,728 | 0.01% | 0.01% | 35 | +376,778 | 28.22% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,576,707 | 107,437 | 0.12% | 0.33% | 36 | -2,490,953 | -61.24% | Q1 2026 | Apr 16, 2026 |
| TCM Advisors, LLC | History | New | 1,484,584 | 101,159 | 7.45% | — | 37 | +1,484,584 | New | Q1 2026 | May 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 1,467,559 | 97,471 | 0.68% | 0.5% | 38 | +363,662 | 32.94% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,310,900 | 89,286 | 0.09% | 0.13% | 39 | -479,326 | -26.77% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,306,287 | 89,010 | 0.02% | 0.03% | 40 | -96,450 | -6.88% | Q1 2026 | May 04, 2026 |
| Twin Tree Management, LP | History | Added to | 1,161,758 | 79,162 | 1.67% | 0.37% | 41 | +509,299 | 78.06% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,127,874 | 76,853 | 0.11% | 0.1% | 42 | -65,641 | -5.5% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,126,578 | 76,764 | 0.11% | 0.14% | 43 | -331,427 | -22.73% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,106,130 | 75,371 | 0.13% | 0.1% | 44 | +202,641 | 22.43% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,083,892 | 73,856 | 0.08% | 0.11% | 45 | -503,615 | -31.72% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,014,787 | 69,147 | 0.06% | 0.09% | 46 | -453,360 | -30.88% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 892,304 | 60,801 | 0.03% | 0.1% | 47 | -2,773,951 | -75.66% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 844,097 | 57,516 | 0.77% | — | 48 | +844,097 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 840,102 | 57,245 | 0.15% | 0.14% | 49 | +24,461 | 3.0% | Q1 2026 | Apr 30, 2026 |
| Allianz Asset Management GmbH | History | Added to | 800,000 | 54,512 | 0.06% | 0.01% | 50 | +600,000 | 300.0% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 795,313 | 54,192 | 0.15% | 0.22% | 51 | -606,891 | -43.28% | Q1 2026 | May 04, 2026 |
| Verition Fund Management LLC | History | Added to | 762,584 | 51,962 | 0.34% | 0.01% | 52 | +711,293 | 1386.78% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 760,144 | 51,796 | 0.07% | 0.07% | 53 | -14,865 | -1.92% | Q1 2026 | Apr 27, 2026 |
| Monaco Asset Management SAM | History | Added to | 740,000 | 50,423 | 9.3% | 5.58% | 54 | +240,000 | 48.0% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 675,473 | 46,026 | 0.05% | — | 55 | +675,473 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 673,913 | 45,920 | 0.11% | — | 56 | +673,913 | New | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 657,868 | 44,827 | 0.02% | 0.02% | 57 | -205,153 | -23.77% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 651,444 | 44,389 | 0.03% | 0.03% | 58 | -94,953 | -12.72% | Q1 2026 | May 07, 2026 |
| SIG BROKERAGE, LP | History | Added to | 649,500 | 44,256 | 1.17% | 0.73% | 59 | +285,899 | 78.63% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 684,954 | 43,453 | 0.02% | 0.02% | 60 | +187,696 | 37.75% | Q1 2026 | May 15, 2026 |
| Saudi Central Bank | History | No change | 621,400 | 42,342 | 0.9% | 1.5% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 594,851 | 40,533 | 3.36% | 3.51% | 62 | -14,021 | -2.3% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 569,302 | 38,324 | 0.18% | 0.17% | 63 | +14,157 | 2.55% | Q1 2026 | Apr 24, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 531,327 | 36,204 | 0.25% | 0.81% | 64 | -2,305,541 | -81.27% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 471,483 | 32,126 | 0.08% | 0.01% | 65 | +372,805 | 377.8% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 460,613 | 31,386 | 0.49% | 1.06% | 66 | -520,423 | -53.05% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 460,320 | 31,366 | 0.39% | 0.72% | 67 | -387,049 | -45.68% | Q1 2026 | May 11, 2026 |
| Verde Servicos Internacionais S.A. | History | New | 453,527 | 30,903 | 9.47% | — | 68 | +453,527 | New | Q1 2026 | Apr 17, 2026 |
| RIA Advisory Group LLC | History | Reduced | 452,767 | 30,851 | 7.33% | 8.51% | 69 | -56,022 | -11.01% | Q1 2026 | Apr 23, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Reduced | 450,680 | 30,709 | 20.62% | 20.7% | 70 | -4,086 | -0.9% | Q1 2026 | Apr 27, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 440,963 | 30,047 | 1.23% | 1.27% | 71 | -1,790 | -0.4% | Q1 2026 | May 12, 2026 |
| Marex Group plc | History | Added to | 421,218 | 28,701 | 0.18% | 0.08% | 72 | +231,172 | 121.64% | Q1 2026 | May 13, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 407,531 | 27,769 | 12.47% | 19.24% | 73 | -158,835 | -28.04% | Q1 2026 | Apr 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 404,376 | 27,554 | 1.96% | 1.68% | 74 | +40,846 | 11.24% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 393,136 | 26,788 | 0.08% | 0.07% | 75 | -8,388 | -2.09% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 379,717 | 25,874 | 0.47% | 0.57% | 76 | -83,589 | -18.04% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 377,159 | 25,699 | 0.1% | 0.13% | 77 | -101,210 | -21.16% | Q1 2026 | Apr 30, 2026 |
| Wealthfront Advisers LLC | History | Added to | 375,833 | 25,609 | 0.06% | 0.05% | 78 | +57,070 | 17.9% | Q1 2026 | May 05, 2026 |
| Cavalier Investments, LLC | History | Added to | 373,272 | 25,434 | 0.69% | 0.04% | 79 | +361,426 | 3051.04% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 361,349 | 24,622 | 0.01% | 0.01% | 80 | +13,741 | 3.95% | Q1 2026 | May 08, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 357,903 | 24,387 | 4.3% | 4.26% | 81 | -3,333 | -0.92% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 356,014 | 24,259 | 0.06% | 0.06% | 82 | -45,046 | -11.23% | Q1 2026 | Apr 22, 2026 |
| AMG National Trust Bank | History | Reduced | 352,283 | 24,004 | 0.52% | 0.6% | 83 | -45,322 | -11.4% | Q1 2026 | May 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 352,153 | 23,995 | 0.03% | 0.09% | 84 | -714,532 | -66.99% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 351,575 | 23,955 | 0.04% | 0.05% | 85 | -18,679 | -5.04% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 351,479 | 23,859 | 0.07% | 0.06% | 86 | +208,027 | 145.02% | Q1 2026 | May 12, 2026 |
| Briaud Financial Planning Inc | History | Reduced | 329,248 | 22,427 | 5.88% | 9.95% | 87 | -297,847 | -47.5% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Reduced | 324,022 | 22,078 | 0.03% | 0.03% | 88 | -43,531 | -11.84% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 318,468 | 21,700 | 0.03% | 0.06% | 89 | -236,957 | -42.66% | Q1 2026 | May 14, 2026 |
| Cadence Wealth Management LLC | History | Reduced | 312,524 | 21,295 | 8.88% | 9.83% | 90 | -3,645 | -1.15% | Q1 2026 | May 12, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Reduced | 311,058 | 21,195 | 2.17% | 5.67% | 91 | -20,042 | -6.05% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 308,426 | 21,016 | 0.17% | 0.11% | 92 | +168,355 | 120.19% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Reduced | 301,943 | 20,574 | 0.08% | 0.2% | 93 | -352,676 | -53.88% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 294,356 | 20,057 | 0.15% | 0.17% | 94 | -59,829 | -16.89% | Q1 2026 | May 14, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 284,400 | 19,379 | 1.35% | 1.43% | 95 | +9,200 | 3.34% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 283,261 | 19,301 | 0.43% | 0.58% | 96 | -120,231 | -29.8% | Q1 2026 | May 15, 2026 |
| TSP Capital Management Group, LLC | History | Reduced | 264,925 | 18,051 | 4.4% | 6.38% | 97 | -140,350 | -34.63% | Q1 2026 | Apr 24, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 259,860 | 17,706 | 0.03% | 0.09% | 98 | -453,725 | -63.58% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 255,271 | 17,394 | 2.4% | 2.5% | 99 | -30,452 | -10.66% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 252,104 | 17,178 | 0.01% | 0.01% | 100 | +11,145 | 4.63% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 251,443 | 17,134 | 0.02% | 0.03% | 101 | -49,517 | -16.45% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 250,052 | 16,928 | 0.04% | 0.05% | 102 | -106,762 | -29.92% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 246,693 | 16,809 | 0.2% | 0.21% | 103 | +21,427 | 9.51% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 258,340 | 16,718 | 0.11% | 0.12% | 104 | -6,954 | -2.62% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 240,475 | 16,385 | 0.54% | — | 105 | +240,475 | New | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 238,597 | 16,257 | 0.08% | 0.1% | 106 | -45,547 | -16.03% | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 234,145 | 15,954 | 0.02% | 0.02% | 107 | +61,004 | 35.23% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 230,600 | 15,713 | 0.02% | 0.05% | 108 | -513,524 | -69.01% | Q1 2026 | May 14, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 230,378 | 15,697 | 0.56% | 2.09% | 109 | -657,393 | -74.05% | Q1 2026 | May 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 226,212 | 15,414 | 1.69% | 2.26% | 110 | -99,505 | -30.55% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 219,450 | 14,953 | 0.08% | 0.09% | 111 | +23,148 | 11.79% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 216,059 | 14,722 | 0.03% | 0.02% | 112 | +120,920 | 127.1% | Q1 2026 | May 01, 2026 |
| Ariadne Wealth Management, LP | History | No change | 215,850 | 14,708 | 6.6% | 6.04% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Forest Hill Capital, LLC | History | Reduced | 212,000 | 14,445 | 9.49% | 10.28% | 114 | -100,000 | -32.05% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 208,405 | 14,200 | 0.19% | 0.13% | 115 | +64,070 | 44.39% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 205,248 | 13,985 | 0.49% | 0.41% | 116 | +23,690 | 13.05% | Q1 2026 | May 06, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 200,806 | 13,682 | 0.25% | 0.26% | 117 | -12,001 | -5.64% | Q1 2026 | May 14, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 200,771 | 13,680 | 3.08% | 2.59% | 118 | -426 | -0.21% | Q1 2026 | Apr 13, 2026 |
| Extract Advisors LLC | History | Reduced | 200,000 | 13,628 | 4.75% | 38.25% | 120 | -2,090,000 | -91.27% | Q1 2026 | May 15, 2026 |
| Gemsstock Ltd. | History | New | 200,000 | 13,628 | 1.44% | — | 121 | +200,000 | New | Q1 2026 | May 14, 2026 |
| One River Asset Management, LLC | History | No change | 200,000 | 13,628 | 4.99% | 1.22% | 119 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 197,577 | 13,462 | 1.4% | 2.48% | 122 | -158,146 | -44.46% | Q1 2026 | Apr 30, 2026 |
| Harvest Investment Services, LLC | History | Added to | 196,899 | 13,416 | 2.45% | 2.24% | 123 | +12,474 | 6.76% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Reduced | 192,831 | 13,139 | 0.15% | 0.2% | 124 | -77,565 | -28.69% | Q1 2026 | Apr 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 191,520 | 13,050 | 0.25% | 0.24% | 125 | +3,816 | 2.03% | Q1 2026 | Apr 14, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 190,175 | 12,958 | 0.36% | 0.3% | 126 | +19,174 | 11.21% | Q1 2026 | May 14, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | New | 188,264 | 12,828 | 2.69% | — | 127 | +188,264 | New | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 186,012 | 12,608 | 0.05% | 0.09% | 128 | -132,317 | -41.57% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 175,092 | 11,930 | 0.87% | 0.5% | 129 | +73,162 | 71.78% | Q1 2026 | May 05, 2026 |
| Cypress Capital Group | History | Reduced | 168,822 | 11,503 | 1.29% | 1.65% | 130 | -60,276 | -26.31% | Q1 2026 | May 15, 2026 |
| Corecam Pte. Ltd. | History | Reduced | 168,170 | 11,459 | 4.97% | 8.72% | 131 | -92,230 | -35.42% | Q1 2026 | Apr 14, 2026 |
| Arnhold LLC | History | Reduced | 164,060 | 11,179 | 0.82% | 0.83% | 132 | -5,000 | -2.96% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 160,771 | 10,954 | 0.3% | 0.4% | 133 | -59,139 | -26.89% | Q1 2026 | May 04, 2026 |
| Keel Point, LLC | History | No change | 160,675 | 10,350 | 0.62% | 0.62% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 147,956 | 10,081 | 0.37% | 0.56% | 135 | -88,398 | -37.4% | Q1 2026 | Apr 20, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 147,128 | 10,046 | 0.54% | 1.05% | 136 | -84,453 | -36.47% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 147,403 | 10,044 | 0.28% | 0.27% | 137 | -16,031 | -9.81% | Q1 2026 | Apr 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 147,161 | 10,027 | 0.34% | 0.13% | 138 | -5,592 | -3.66% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 143,852 | 9,802 | 0.06% | 0.06% | 139 | -18,464 | -11.38% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 147,539 | 9,706 | 0.02% | 0.02% | 140 | -69,282 | -31.95% | Q1 2026 | Apr 08, 2026 |
| COHEN & STEERS, INC. | History | Added to | 141,000 | 9,608 | 0.02% | 0.0% | 141 | +110,000 | 354.84% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 140,718 | 9,588 | 0.13% | — | 142 | +140,718 | New | Q1 2026 | May 13, 2026 |
| McAlvany Wealth Management LLC | History | Reduced | 150,926 | 9,586 | 6.46% | 17.51% | 143 | -204,579 | -57.55% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 143,956 | 9,413 | 0.01% | 0.01% | 144 | -103,412 | -41.8% | Q1 2026 | May 15, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 137,944 | 9,399 | 2.07% | 2.36% | 145 | -6,903 | -4.77% | Q1 2026 | Apr 14, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 136,303 | 9,287 | 0.79% | 1.67% | 146 | -158,093 | -53.7% | Q1 2026 | Apr 27, 2026 |
| Faithward Advisors, LLC | History | Reduced | 135,663 | 9,244 | 1.32% | 1.38% | 147 | -10,066 | -6.91% | Q1 2026 | Apr 17, 2026 |
| Alphadyne Asset Management LP | History | New | 133,000 | 9,062 | 0.16% | — | 148 | +133,000 | New | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 132,967 | 9,056 | 0.01% | 0.07% | 149 | -1,052,359 | -88.78% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 132,525 | 9,030 | 0.04% | 0.06% | 150 | -41,461 | -23.83% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 131,890 | 8,987 | 0.02% | 0.02% | 151 | -5,749 | -4.18% | Q1 2026 | May 14, 2026 |
| Chicago Wealth Management, Inc. | History | Reduced | 131,611 | 8,967 | 3.58% | 7.77% | 152 | -168,773 | -56.19% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 128,161 | 8,866 | 0.11% | 0.13% | 153 | -34,474 | -21.2% | Q1 2026 | Apr 28, 2026 |
| Caption Management, LLC | History | Added to | 129,006 | 8,790 | 0.05% | 0.04% | 154 | +29,006 | 29.01% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 128,739 | 8,772 | 0.57% | 0.6% | 155 | -14,299 | -10.0% | Q1 2026 | Apr 15, 2026 |
| Galaxy Group Investments LLC | History | No change | 132,800 | 8,554 | 1.01% | 1.01% | 156 | 0 | 0.0% | Q4 2025 | Mar 23, 2026 |
| Grand Central Investment Group | History | Reduced | 124,701 | 8,497 | 6.29% | 9.84% | 157 | -85,677 | -40.73% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 122,231 | 8,328 | 0.13% | 0.07% | 158 | +66,808 | 120.54% | Q1 2026 | May 15, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 121,740 | 8,295 | 5.03% | 5.11% | 159 | +3,906 | 3.31% | Q1 2026 | Apr 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 121,508 | 8,279 | 0.34% | 0.34% | 160 | -5,360 | -4.22% | Q1 2026 | May 12, 2026 |
| Encompass More Asset Management | History | Added to | 121,096 | 8,251 | 1.38% | 1.28% | 161 | +12,955 | 11.98% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 121,071 | 8,249 | 0.0% | 0.0% | 162 | -201,124 | -62.42% | Q1 2026 | May 05, 2026 |
| Seven Post Investment Office LP | History | No change | 119,501 | 8,142 | 2.63% | 2.75% | 163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Canton Hathaway, LLC | History | Reduced | 117,837 | 8,029 | 1.62% | 1.94% | 164 | -37,976 | -24.37% | Q1 2026 | Apr 24, 2026 |
| Granite Bay Wealth Management, LLC | History | Reduced | 115,409 | 7,856 | 1.67% | 2.23% | 165 | -28,309 | -19.7% | Q1 2026 | May 01, 2026 |
| Shay Capital LLC | History | Added to | 115,000 | 7,836 | 0.65% | 0.25% | 166 | +77,500 | 206.67% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 114,571 | 7,806 | 0.16% | 0.13% | 167 | +16,830 | 17.22% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 112,756 | 7,683 | 0.18% | 0.09% | 168 | +82,528 | 273.02% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 111,464 | 7,595 | 0.01% | 0.01% | 169 | +39,436 | 54.75% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 111,359 | 7,588 | 0.04% | 0.03% | 170 | +21,676 | 24.17% | Q1 2026 | May 15, 2026 |
| Carrera Capital Advisors | History | Reduced | 110,844 | 7,552 | 1.16% | 3.46% | 171 | -208,245 | -65.26% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 110,600 | 7,536 | 0.09% | 0.11% | 172 | -39,793 | -26.46% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 109,138 | 7,436 | 0.01% | — | 173 | +109,138 | New | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 108,876 | 7,418 | 0.4% | 1.58% | 174 | -417,780 | -79.33% | Q1 2026 | May 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 108,326 | 7,381 | 1.78% | 1.77% | 175 | -7,451 | -6.44% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 108,257 | 7,376 | 0.01% | 0.01% | 176 | -2,574 | -2.32% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 107,902 | 7,352 | 0.03% | 0.03% | 177 | -24,807 | -18.69% | Q1 2026 | May 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 107,720 | 7,340 | 0.81% | 0.96% | 178 | -32,470 | -23.16% | Q1 2026 | Apr 28, 2026 |
| Kiker Wealth Management, LLC | History | New | 107,087 | 7,296 | 3.48% | — | 179 | +107,087 | New | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 106,010 | 7,223 | 0.77% | 0.74% | 180 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 105,778 | 7,207 | 2.14% | 2.17% | 181 | -4,481 | -4.06% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 105,461 | 7,186 | 0.01% | 0.01% | 182 | -40,100 | -27.55% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 111,449 | 7,179 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 105,343 | 7,178 | 0.37% | 0.62% | 184 | -76,450 | -42.05% | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 104,233 | 7,102 | 0.28% | 0.3% | 185 | -22,192 | -17.55% | Q1 2026 | May 12, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 103,983 | 7,085 | 4.63% | 4.48% | 186 | -11,063 | -9.62% | Q1 2026 | Apr 28, 2026 |
| Corecam AG | History | Reduced | 102,900 | 7,011 | 5.97% | 9.87% | 187 | -56,453 | -35.43% | Q1 2026 | Apr 21, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 102,488 | 6,983 | 1.31% | 1.32% | 188 | -5,879 | -5.43% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 102,345 | 6,973 | 0.11% | 0.33% | 189 | -212,629 | -67.51% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | Reduced | 100,539 | 6,850 | 0.07% | 0.27% | 190 | -70,849 | -41.34% | Q1 2026 | May 12, 2026 |
| Timelo Investment Management Inc. | History | New | 100,000 | 6,814 | 5.37% | — | 191 | +100,000 | New | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 98,206 | 6,691 | 0.03% | 0.03% | 192 | +4,047 | 4.3% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 98,000 | 6,662 | 0.0% | 0.0% | 193 | +50,000 | 104.17% | Q1 2026 | Apr 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 97,764 | 6,661 | 0.21% | 0.1% | 194 | +11,131 | 12.85% | Q1 2026 | Apr 29, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 97,719 | 6,658 | 1.76% | 1.82% | 195 | -2,690 | -2.68% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 97,685 | 6,656 | 0.03% | 0.02% | 196 | +12,071 | 14.1% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 99,807 | 6,653 | 0.52% | 0.64% | 197 | +9,298 | 10.27% | Q1 2026 | May 01, 2026 |
| Private Harbour Investment Management & Counsel, LLC | History | Reduced | 97,264 | 6,627 | 7.28% | 7.65% | 198 | -16,326 | -14.37% | Q1 2026 | Apr 30, 2026 |
| Dorsey Wright & Associates | History | Added to | 97,074 | 6,614 | 0.82% | 1.09% | 199 | +18,502 | 23.55% | Q1 2026 | May 06, 2026 |
| Lesa Sroufe & Co | History | Reduced | 96,703 | 6,589 | 4.49% | 4.66% | 200 | -527 | -0.54% | Q1 2026 | Apr 27, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 96,094 | 6,547 | 0.8% | 0.75% | 201 | +606 | 0.63% | Q1 2026 | Apr 27, 2026 |
| AGP FRANKLIN, LLC | History | Reduced | 95,407 | 6,501 | 3.25% | 4.42% | 202 | -50,947 | -34.81% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 100,063 | 6,446 | 0.11% | 0.11% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 94,390 | 6,431 | 0.09% | 0.08% | 204 | +10,099 | 11.98% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 94,324 | 6,427 | 0.14% | 0.2% | 205 | -48,509 | -33.96% | Q1 2026 | May 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 94,300 | 6,425 | 0.0% | 0.01% | 206 | +18,350 | 24.16% | Q1 2026 | May 04, 2026 |
| RM Financial Services, LLC | History | Reduced | 93,234 | 6,352 | 5.48% | 6.13% | 207 | -13,986 | -13.04% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 92,193 | 6,282 | 1.28% | 1.26% | 208 | +28,793 | 45.41% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 91,549 | 6,238 | 0.14% | 0.29% | 209 | -92,101 | -50.15% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 90,804 | 6,187 | 0.33% | 0.34% | 210 | -6,040 | -6.24% | Q1 2026 | Apr 08, 2026 |
| Bison Wealth, LLC | History | Added to | 77,828 | 6,175 | 0.6% | 0.15% | 211 | +1,545 | 2.03% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 90,175 | 6,144 | 0.69% | 0.66% | 212 | -4,052 | -4.3% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 89,793 | 6,118 | 0.31% | 0.33% | 213 | -8,827 | -8.95% | Q1 2026 | Apr 23, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 89,794 | 6,112 | 0.46% | 0.32% | 214 | +8,492 | 10.45% | Q1 2026 | May 20, 2026 |
| NWAM LLC | History | Reduced | 89,283 | 6,083 | 0.35% | 0.54% | 215 | -8,814 | -8.98% | Q1 2026 | May 04, 2026 |
| NKCFO LLC | History | Reduced | 89,125 | 6,073 | 1.8% | 2.34% | 216 | -36,275 | -28.93% | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | Added to | 89,113 | 6,072 | 0.57% | 0.54% | 217 | +3,169 | 3.69% | Q1 2026 | Apr 28, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 88,866 | 6,055 | 0.51% | 1.07% | 218 | -95,147 | -51.71% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 88,769 | 6,048 | 0.16% | 0.18% | 219 | -21,035 | -19.16% | Q1 2026 | May 14, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 88,165 | 6,007 | 0.66% | 0.38% | 220 | +26,640 | 43.3% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 87,442 | 5,958 | 0.1% | 0.19% | 221 | -64,117 | -42.3% | Q1 2026 | May 18, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 85,916 | 5,854 | 4.37% | 4.29% | 222 | -5,457 | -5.97% | Q1 2026 | Apr 08, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 87,070 | 5,806 | 0.96% | 1.38% | 223 | -22,556 | -20.58% | Q1 2026 | May 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 83,936 | 5,719 | 0.27% | 0.27% | 224 | -7,781 | -8.48% | Q1 2026 | May 18, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 83,820 | 5,711 | 0.03% | 0.06% | 225 | -87,845 | -51.17% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 82,503 | 5,621 | 0.17% | 0.15% | 226 | +18,775 | 29.46% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 82,410 | 5,615 | 0.03% | 0.01% | 227 | +46,889 | 132.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 81,614 | 5,561 | 0.03% | 0.03% | 228 | +1,928 | 2.42% | Q1 2026 | May 13, 2026 |
| CI INVESTMENTS INC. | History | No change | 81,000 | 5,519 | 0.03% | 0.02% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'Domhnaill Enterprises, Inc. | History | Reduced | 80,759 | 5,502 | 4.43% | 8.39% | 230 | -58,261 | -41.91% | Q1 2026 | Apr 28, 2026 |
| Vontobel Holding Ltd. | History | Added to | 80,648 | 5,495 | 0.02% | 0.01% | 231 | +42,414 | 110.93% | Q1 2026 | May 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 80,514 | 5,486 | 0.13% | 0.05% | 232 | +51,343 | 176.01% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 80,093 | 5,457 | 0.03% | 0.03% | 233 | -8,608 | -9.7% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 84,264 | 5,428 | 0.25% | 0.25% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 79,561 | 5,421 | 0.3% | 0.22% | 235 | +18,320 | 29.91% | Q1 2026 | Apr 30, 2026 |
| CHELSEA COUNSEL CO | History | No change | 84,000 | 5,411 | 2.32% | 2.32% | 236 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 79,386 | 5,409 | 0.07% | 0.07% | 237 | -11,712 | -12.86% | Q1 2026 | Apr 20, 2026 |
| Maytree Asset Management Ltd | History | New | 78,814 | 5,370 | 3.8% | — | 238 | +78,814 | New | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 77,538 | 5,283 | 0.09% | 0.08% | 239 | +7,401 | 10.55% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 77,346 | 5,270 | 0.06% | 0.05% | 240 | +3,690 | 5.01% | Q1 2026 | Apr 20, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 76,893 | 5,239 | 3.13% | 2.74% | 241 | +2,924 | 3.95% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Reduced | 76,606 | 5,219 | 0.11% | 0.3% | 242 | -137,573 | -64.23% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 76,333 | 5,201 | 0.05% | 0.06% | 243 | -5,274 | -6.46% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | Reduced | 75,668 | 5,156 | 0.1% | 0.11% | 244 | -8,020 | -9.58% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 75,430 | 5,139 | 0.07% | 0.07% | 245 | +850 | 1.14% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 74,754 | 5,093 | 0.03% | 0.03% | 246 | -2,026 | -2.64% | Q1 2026 | Apr 27, 2026 |
| Eagle Strategies LLC | History | Reduced | 74,207 | 5,056 | 0.6% | 0.79% | 247 | -21,863 | -22.76% | Q1 2026 | Apr 20, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 71,471 | 4,870 | 1.57% | 0.62% | 248 | +40,967 | 134.3% | Q1 2026 | May 13, 2026 |
| Sicart Associates LLC | History | Added to | 71,216 | 4,852 | 1.25% | 0.5% | 249 | +41,722 | 141.46% | Q1 2026 | Apr 21, 2026 |
| Benin Management CORP | History | Reduced | 70,735 | 4,819 | 1.08% | 1.02% | 250 | -550 | -0.77% | Q1 2026 | Apr 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 70,308 | 4,790 | 0.15% | 0.15% | 251 | +73 | 0.1% | Q1 2026 | Apr 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 69,958 | 4,766 | 0.16% | 0.12% | 252 | +12,863 | 22.53% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 69,745 | 4,752 | 0.37% | 0.37% | 253 | -2,577 | -3.56% | Q1 2026 | May 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 69,112 | 4,709 | 0.04% | 0.05% | 254 | -36,928 | -34.82% | Q1 2026 | May 13, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 68,967 | 4,699 | 0.07% | 0.07% | 255 | +602 | 0.88% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 68,515 | 4,668 | 0.01% | 0.04% | 256 | -220,151 | -76.26% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 72,077 | 4,643 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plan Group Financial, LLC | History | Added to | 85,414 | 4,599 | 1.08% | 1.15% | 258 | +16,663 | 24.24% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Reduced | 67,443 | 4,595 | 0.07% | 0.08% | 259 | -12,725 | -15.87% | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | Reduced | 67,024 | 4,567 | 0.06% | 0.05% | 260 | -1,365 | -2.0% | Q1 2026 | May 01, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 65,237 | 4,445 | 0.17% | 0.13% | 261 | +1,887 | 2.98% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Added to | 65,219 | 4,444 | 0.05% | 0.02% | 262 | +33,986 | 108.81% | Q1 2026 | May 05, 2026 |
| NWI MANAGEMENT LP | History | Reduced | 65,000 | 4,429 | 0.25% | 0.37% | 263 | -60,000 | -48.0% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 64,464 | 4,392 | 0.12% | 0.13% | 264 | -11,028 | -14.61% | Q1 2026 | Apr 28, 2026 |
| Bath Savings Trust Co | History | Added to | 64,380 | 4,386 | 0.47% | 0.19% | 265 | +34,343 | 114.34% | Q1 2026 | Apr 07, 2026 |
| GFS Advisors, LLC | History | Added to | 242,200 | 4,359 | 0.56% | 0.54% | 266 | +172,016 | 245.09% | Q1 2026 | Apr 30, 2026 |
| Horizon Wealth Management, LLC | History | New | 63,395 | 4,319 | 0.63% | — | 267 | +63,395 | New | Q1 2026 | Apr 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 62,960 | 4,290 | 0.02% | 0.02% | 268 | -3,319 | -5.01% | Q1 2026 | May 13, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 55,396 | 4,270 | 0.29% | 0.27% | 269 | -3,072 | -5.25% | Q1 2026 | May 12, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 62,487 | 4,257 | 0.11% | 0.1% | 270 | +2,966 | 4.98% | Q1 2026 | May 01, 2026 |
| Integrated Advisors Network LLC | History | Added to | 62,357 | 4,248 | 0.22% | 0.17% | 271 | +2,906 | 4.89% | Q1 2026 | Apr 28, 2026 |
| MY Wealth Management Inc. | History | New | 136,392 | 4,226 | 4.09% | — | 273 | +136,392 | New | Q1 2026 | May 01, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 62,022 | 4,226 | 0.63% | 0.64% | 272 | -6,580 | -9.59% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 61,971 | 4,222 | 0.1% | 0.18% | 274 | -53,578 | -46.37% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 61,937 | 4,220 | 0.11% | 0.17% | 275 | -41,800 | -40.29% | Q1 2026 | Apr 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 61,853 | 4,214 | 0.0% | 0.0% | 276 | +44,895 | 264.74% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 61,438 | 4,186 | 0.08% | 0.07% | 277 | -2,049 | -3.23% | Q1 2026 | Apr 10, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Reduced | 61,322 | 4,178 | 4.14% | 4.39% | 278 | -6,563 | -9.67% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Added to | 61,284 | 4,175 | 0.02% | 0.01% | 279 | +18,642 | 43.72% | Q1 2026 | May 11, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 63,500 | 4,156 | 0.03% | 0.02% | 280 | +25,000 | 64.94% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 60,883 | 4,148 | 0.0% | 0.0% | 281 | +7,360 | 13.75% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 60,226 | 4,103 | 1.04% | 0.51% | 282 | +32,515 | 117.34% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Added to | 59,913 | 4,082 | 0.01% | 0.01% | 283 | +6,384 | 11.93% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 59,855 | 4,078 | 0.15% | 0.2% | 284 | -8,352 | -12.25% | Q1 2026 | May 19, 2026 |
| Belpointe Asset Management LLC | History | Added to | 59,156 | 4,030 | 0.15% | 0.05% | 285 | +37,181 | 169.2% | Q1 2026 | Apr 28, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 58,774 | 4,004 | 2.46% | 2.32% | 286 | -805 | -1.35% | Q1 2026 | Apr 16, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 58,487 | 3,985 | 0.32% | 0.43% | 287 | -27,047 | -31.62% | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 59,167 | 3,888 | 1.11% | 1.11% | 288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ninepoint Partners LP | History | No change | 60,299 | 3,884 | 0.43% | 0.43% | 289 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 56,637 | 3,859 | 0.28% | 0.22% | 290 | +9,178 | 19.34% | Q1 2026 | Apr 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 56,369 | 3,840 | 0.63% | 0.71% | 291 | -8,300 | -12.83% | Q1 2026 | May 08, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 55,808 | 3,835 | 2.68% | 3.03% | 292 | +1,010 | 1.84% | Q1 2026 | May 15, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 55,660 | 3,792 | 2.32% | 2.95% | 293 | -21,310 | -27.69% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 54,856 | 3,737 | 0.04% | 0.05% | 294 | -7,142 | -11.52% | Q1 2026 | Apr 20, 2026 |
| VestGen Advisors, LLC | History | Added to | 47,430 | 3,725 | 0.1% | 0.11% | 295 | +6,423 | 15.66% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 57,407 | 3,698 | 0.12% | 0.12% | 296 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 53,523 | 3,647 | 0.06% | 0.06% | 297 | -4,657 | -8.0% | Q1 2026 | Apr 08, 2026 |
| INSPIRE TRUST CO, N.A. | History | Reduced | 53,500 | 3,645 | 0.56% | 0.69% | 298 | -11,500 | -17.69% | Q1 2026 | May 11, 2026 |
| Capula Management Ltd | History | Reduced | 53,400 | 3,638 | 0.03% | 0.69% | 299 | -2,082,919 | -97.5% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 53,336 | 3,634 | 0.03% | 0.02% | 300 | +8,357 | 18.58% | Q1 2026 | Apr 15, 2026 |