SUMITOMO MITSUI FINANCIAL GROUP, INC. - SMFG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 22,958,371 | 453,427 | 0.03% | 0.02% | 1 | +1,417,232 | 6.58% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 12,569,371 | 248,245 | 0.01% | 0.01% | 2 | +321,634 | 2.63% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 10,708,002 | 211,483 | 0.02% | 0.03% | 3 | -295,836 | -2.69% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 7,681,566 | 151,710 | 0.0% | 0.0% | 4 | +523,826 | 7.32% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,189,655 | 122,245 | 0.02% | 0.02% | 5 | +90,650 | 1.49% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 3,782,399 | 74,702 | 0.46% | 0.49% | 6 | -323,465 | -7.88% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,196,927 | 63,139 | 0.02% | 0.01% | 7 | +1,549,930 | 94.11% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,090,741 | 61,042 | 0.01% | 0.01% | 8 | +217,929 | 7.59% | Q1 2026 | May 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,008,905 | 59,425 | 0.03% | 0.02% | 9 | +665,903 | 28.42% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,563,305 | 50,625 | 0.01% | 0.01% | 10 | -888,586 | -25.74% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,201,284 | 43,475 | 0.01% | 0.01% | 11 | +142,969 | 6.95% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,160,619 | 42,672 | 0.01% | 0.01% | 12 | +8,715 | 0.4% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,846,335 | 36,465 | 0.0% | 0.0% | 13 | +319,140 | 20.9% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,749,272 | 34,548 | 0.05% | 0.06% | 14 | -175,245 | -9.11% | Q1 2026 | May 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 1,711,455 | 33,801 | 0.46% | — | 15 | +1,711,455 | New | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,615,819 | 31,912 | 0.05% | 0.05% | 16 | +245,231 | 17.89% | Q1 2026 | May 15, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 1,305,755 | 25,788 | 0.14% | 0.14% | 17 | +222,610 | 20.55% | Q1 2026 | May 15, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 1,267,248 | 25,028 | 0.31% | 0.31% | 18 | +89,974 | 7.64% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,260,103 | 24,887 | 0.0% | 0.0% | 19 | -58,650 | -4.45% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,089,747 | 21,522 | 0.0% | 0.0% | 20 | +203,616 | 22.98% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 918,315 | 17,466 | 0.0% | 0.0% | 21 | +207,250 | 29.15% | Q1 2026 | May 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 854,599 | 16,878 | 0.01% | 0.0% | 22 | +118,132 | 16.04% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 845,222 | 16,693 | 0.01% | 0.01% | 23 | +200,465 | 31.09% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 764,584 | 15,100 | 0.01% | 0.01% | 24 | +101,762 | 15.35% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 740,634 | 14,627 | 0.07% | 0.07% | 25 | +48,191 | 6.96% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 739,781 | 14,610 | 0.0% | 0.0% | 26 | +28,651 | 4.03% | Q1 2026 | May 05, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 725,248 | 14,323 | 1.23% | 1.21% | 27 | -2,331 | -0.32% | Q1 2026 | Apr 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 699,894 | 13,823 | 0.02% | 0.02% | 28 | +97,110 | 16.11% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 635,267 | 12,546 | 0.0% | 0.0% | 29 | -95,988 | -13.13% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Reduced | 623,035 | 12,304 | 0.0% | 0.0% | 30 | -380,416 | -37.91% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 575,259 | 11,907 | 0.02% | 0.02% | 31 | -34,669 | -5.68% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Added to | 590,654 | 11,665 | 0.05% | 0.04% | 32 | +6,329 | 1.08% | Q1 2026 | May 11, 2026 |
| Alphadyne Asset Management LP | History | New | 568,900 | 11,235 | 0.2% | — | 33 | +568,900 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 559,790 | 11,056 | 0.01% | 0.01% | 34 | +27,054 | 5.08% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 474,705 | 9,375 | 0.01% | 0.01% | 35 | +45,604 | 10.63% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 474,683 | 9,374 | 0.14% | 0.13% | 36 | +11,775 | 2.54% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 468,793 | 9,258 | 0.0% | 0.0% | 37 | +42,446 | 9.96% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 459,656 | 9,078 | 0.01% | 0.0% | 38 | +436,693 | 1901.72% | Q1 2026 | May 15, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 457,584 | 9,037 | 0.04% | 0.04% | 39 | +3,903 | 0.86% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 452,860 | 8,943 | 0.01% | 0.01% | 40 | -3,906 | -0.86% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | Reduced | 437,159 | 8,652 | 0.01% | 0.01% | 41 | -46,402 | -9.6% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 435,188 | 8,590 | 0.01% | 0.01% | 42 | +25,433 | 6.21% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 431,723 | 8,525 | 0.01% | 0.01% | 43 | +12,525 | 2.99% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 412,872 | 8,154 | 0.01% | 0.02% | 44 | -131,113 | -24.1% | Q1 2026 | May 11, 2026 |
| Moran Wealth Management, LLC | History | Added to | 404,869 | 7,996 | 0.24% | 0.22% | 45 | +25,301 | 6.67% | Q1 2026 | Apr 27, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 402,811 | 7,985 | 0.96% | 1.81% | 46 | -307,842 | -43.32% | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Added to | 401,745 | 7,934 | 0.12% | 0.11% | 47 | +16,722 | 4.34% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 402,311 | 7,909 | 0.0% | 0.0% | 48 | +71,794 | 21.72% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 366,517 | 7,073 | 0.03% | 0.04% | 49 | +14,911 | 4.24% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 345,653 | 6,826 | 0.07% | 0.06% | 50 | +74,018 | 27.25% | Q1 2026 | Apr 27, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 327,910 | 6,476 | 0.01% | 0.01% | 51 | -13,925 | -4.07% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 324,514 | 6,409 | 0.01% | 0.01% | 52 | +2,873 | 0.89% | Q1 2026 | May 14, 2026 |
| Massar Capital Management, LP | History | No change | 320,000 | 6,320 | 0.68% | 0.66% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CCM INVESTMENT ADVISERS LLC | History | New | 305,762 | 6,038 | 0.58% | — | 54 | +305,762 | New | Q1 2026 | May 20, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 294,000 | 5,806 | 0.21% | 0.21% | 55 | -5,000 | -1.67% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 290,698 | 5,741 | 0.02% | 0.04% | 56 | -238,788 | -45.1% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 284,919 | 5,627 | 0.01% | 0.01% | 57 | +6,733 | 2.42% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 280,981 | 5,549 | 0.17% | 0.16% | 58 | +1,120 | 0.4% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 273,754 | 5,406 | 0.01% | 0.01% | 59 | -604 | -0.22% | Q1 2026 | May 05, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 264,238 | 5,218 | 1.17% | 1.02% | 60 | +565 | 0.21% | Q1 2026 | Apr 13, 2026 |
| Vident Advisory, LLC | History | Added to | 259,972 | 5,134 | 0.04% | 0.03% | 61 | +71,902 | 38.23% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 255,668 | 5,049 | 0.11% | 0.1% | 62 | +4,962 | 1.98% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 253,890 | 5,014 | 0.0% | 0.0% | 63 | -6,808 | -2.61% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 246,343 | 4,865 | 0.01% | 0.01% | 64 | +96,203 | 64.08% | Q1 2026 | May 06, 2026 |
| Gradient Investments LLC | History | Added to | 236,764 | 4,676 | 0.07% | 0.03% | 65 | +127,932 | 117.55% | Q1 2026 | Apr 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 235,570 | 4,652 | 0.1% | 0.09% | 66 | +1,459 | 0.62% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 235,290 | 4,646 | 0.0% | 0.0% | 67 | +28,683 | 13.88% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Added to | 230,432 | 4,551 | 0.05% | 0.04% | 68 | +41,440 | 21.93% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 228,388 | 4,510 | 0.0% | 0.0% | 69 | +185,784 | 436.07% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 224,694 | 4,437 | 0.07% | 0.07% | 70 | +3,767 | 1.71% | Q1 2026 | Apr 07, 2026 |
| ALLIANZ SE | History | Added to | 221,970 | 4,383 | 0.05% | 0.05% | 71 | +1,970 | 0.9% | Q1 2026 | May 11, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 206,809 | 4,084 | 0.62% | 0.66% | 72 | -8,322 | -3.87% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 204,898 | 4,046 | 0.0% | 0.0% | 73 | +14,043 | 7.36% | Q1 2026 | May 08, 2026 |
| Vise Technologies, Inc. | History | No change | 208,707 | 4,034 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 200,534 | 3,960 | 0.04% | 0.04% | 75 | -27,409 | -12.02% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 193,986 | 3,831 | 0.0% | 0.0% | 77 | +53,666 | 38.25% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 194,022 | 3,831 | 0.01% | 0.01% | 76 | +29,670 | 18.05% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 193,136 | 3,814 | 0.0% | 0.0% | 78 | +35,117 | 22.22% | Q1 2026 | May 08, 2026 |
| Calamos Advisors LLC | History | New | 185,280 | 3,659 | 0.01% | — | 80 | +185,280 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 185,280 | 3,659 | 0.13% | 0.11% | 79 | +25,856 | 16.22% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 176,990 | 3,495 | 0.01% | 0.01% | 81 | -7,266 | -3.94% | Q1 2026 | May 15, 2026 |
| XY Capital Ltd | History | Added to | 175,608 | 3,468 | 3.44% | 1.46% | 82 | +55,686 | 46.44% | Q1 2026 | May 12, 2026 |
| DJE Kapital AG | History | New | 100,470 | 3,369 | 0.07% | — | 83 | +100,470 | New | Q1 2026 | May 08, 2026 |
| Aquatic Capital Management LLC | History | New | 165,045 | 3,259 | 0.09% | — | 84 | +165,045 | New | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 159,100 | 3,142 | 0.0% | 0.01% | 85 | -251,366 | -61.24% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 152,886 | 3,019 | 0.02% | 0.01% | 86 | +53,655 | 54.07% | Q1 2026 | Apr 30, 2026 |
| Caprock Group, LLC | History | Reduced | 146,641 | 2,896 | 0.07% | 0.06% | 87 | -7,234 | -4.7% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 145,491 | 2,873 | 0.01% | 0.01% | 88 | +21,682 | 17.51% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 145,062 | 2,864 | 0.0% | 0.0% | 89 | +11,537 | 8.64% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 142,377 | 2,811 | 0.0% | 0.0% | 90 | +33,497 | 30.77% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 139,590 | 2,756 | 0.05% | 0.04% | 91 | +22,126 | 18.84% | Q1 2026 | May 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 138,081 | 2,727 | 0.36% | 0.37% | 92 | -8,336 | -5.69% | Q1 2026 | May 04, 2026 |
| GREENLEAF TRUST | History | Reduced | 136,337 | 2,692 | 0.03% | 0.03% | 93 | -33,341 | -19.65% | Q1 2026 | Apr 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 136,324 | 2,692 | 0.05% | 0.05% | 94 | +8,672 | 6.79% | Q1 2026 | Apr 20, 2026 |
| Naviter Wealth, LLC | History | Added to | 135,945 | 2,684 | 0.34% | 0.33% | 95 | +4,108 | 3.12% | Q1 2026 | Apr 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 134,555 | 2,657 | 0.0% | 0.0% | 96 | +113,265 | 532.01% | Q1 2026 | May 13, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 130,762 | 2,582 | 0.47% | 0.27% | 97 | +65,381 | 100.0% | Q1 2026 | May 13, 2026 |
| Dorsey Wright & Associates | History | Added to | 128,228 | 2,532 | 0.31% | 0.38% | 98 | +36,069 | 39.14% | Q1 2026 | May 06, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 126,900 | 2,506 | 0.86% | — | 99 | +126,900 | New | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 119,247 | 2,476 | 0.04% | 0.08% | 100 | +33,410 | 38.92% | Q1 2026 | May 01, 2026 |
| BTC Capital Management, Inc. | History | Added to | 122,559 | 2,420 | 0.16% | 0.16% | 101 | +2,374 | 1.98% | Q1 2026 | Apr 20, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 119,925 | 2,368 | 0.25% | 0.2% | 102 | +5,950 | 5.22% | Q1 2026 | May 06, 2026 |
| CIBC Asset Management Inc | History | Reduced | 121,298 | 2,323 | 0.01% | 0.01% | 103 | -32,585 | -21.18% | Q1 2026 | May 12, 2026 |
| DV EQUITIES, LLC | History | No change | 116,921 | 2,260 | 0.41% | 0.41% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 113,989 | 2,251 | 0.0% | 0.0% | 105 | +5,567 | 5.13% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 113,627 | 2,244 | 0.07% | 0.06% | 106 | +8,439 | 8.02% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 111,318 | 2,198 | 0.0% | 0.0% | 107 | +90,530 | 435.49% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 110,649 | 2,185 | 0.07% | 0.06% | 108 | +45,932 | 70.97% | Q1 2026 | Apr 29, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 108,437 | 2,141 | 0.05% | — | 109 | +108,437 | New | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 108,011 | 2,133 | 0.05% | 0.04% | 110 | +4,971 | 4.82% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 107,955 | 2,086 | 0.0% | — | 111 | +107,955 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 105,072 | 2,041 | 0.0% | 0.0% | 112 | +9,506 | 9.95% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 100,932 | 1,993 | 0.0% | 0.0% | 113 | +34,507 | 51.95% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 103,986 | 1,980 | 0.0% | 0.0% | 114 | +100,304 | 2724.17% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 98,755 | 1,950 | 0.02% | 0.01% | 115 | +6,183 | 6.68% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 97,599 | 1,942 | 0.0% | 0.0% | 116 | +15,820 | 19.34% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 97,203 | 1,919 | 0.0% | 0.0% | 117 | +32,614 | 50.49% | Q1 2026 | May 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 91,510 | 1,807 | 0.1% | 0.08% | 118 | +17,129 | 23.03% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 88,242 | 1,742 | 0.03% | 0.03% | 119 | -2,536 | -2.79% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 88,212 | 1,742 | 0.01% | 0.01% | 120 | +1,968 | 2.28% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 87,247 | 1,723 | 0.02% | 0.02% | 121 | +16,238 | 22.87% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 82,550 | 1,630 | 0.0% | 0.0% | 122 | -11,652 | -12.37% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 77,110 | 1,522 | 0.02% | 0.02% | 123 | +6,455 | 9.14% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Reduced | 77,044 | 1,521 | 0.03% | 0.09% | 124 | -91,096 | -54.18% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 76,663 | 1,514 | 0.04% | — | 125 | +76,663 | New | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 76,317 | 1,507 | 0.08% | 0.08% | 126 | +820 | 1.09% | Q1 2026 | May 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 76,066 | 1,502 | 0.0% | 0.01% | 127 | -48,378 | -38.88% | Q1 2026 | May 08, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 73,870 | 1,458 | 0.05% | 0.05% | 128 | +3,640 | 5.18% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 76,040 | 1,446 | 0.05% | 0.05% | 129 | +10,781 | 16.52% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 73,013 | 1,442 | 0.02% | 0.02% | 130 | +2,236 | 3.16% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 70,930 | 1,400 | 0.01% | 0.0% | 131 | +39,398 | 124.95% | Q1 2026 | Apr 24, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 70,708 | 1,396 | 0.15% | 0.07% | 132 | +37,859 | 115.25% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 68,828 | 1,359 | 0.02% | 0.02% | 133 | +4,236 | 6.56% | Q1 2026 | Apr 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 66,332 | 1,310 | 0.0% | — | 134 | +66,332 | New | Q1 2026 | May 12, 2026 |
| Jain Global LLC | History | New | 65,902 | 1,301 | 0.01% | — | 135 | +65,902 | New | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 65,768 | 1,298 | 0.0% | 0.0% | 136 | -10,564 | -13.84% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 65,381 | 1,291 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Summit Trail Advisors, LLC | History | New | 64,640 | 1,276 | 0.02% | — | 138 | +64,640 | New | Q1 2026 | May 12, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 61,630 | 1,217 | 0.11% | 0.12% | 139 | -594 | -0.95% | Q1 2026 | Apr 24, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 59,579 | 1,176 | 0.02% | 0.04% | 140 | -21,718 | -26.71% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 58,920 | 1,163 | 0.0% | 0.0% | 141 | +5,129 | 9.54% | Q1 2026 | May 15, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 58,740 | 1,160 | 0.21% | 0.2% | 142 | -2,978 | -4.83% | Q1 2026 | Apr 28, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 58,026 | 1,146 | 0.07% | — | 143 | +58,026 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 57,811 | 1,141 | 0.01% | 0.01% | 144 | +4,729 | 8.91% | Q1 2026 | May 05, 2026 |
| 1832 Asset Management L.P. | History | Added to | 57,693 | 1,139 | 0.0% | 0.0% | 145 | +5,609 | 10.77% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 57,620 | 1,138 | 0.02% | 0.02% | 146 | +4,847 | 9.18% | Q1 2026 | Jun 02, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 55,121 | 1,088 | 0.01% | 0.01% | 147 | +4,984 | 9.94% | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 54,329 | 1,072 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 52,911 | 1,044 | 0.02% | 0.02% | 149 | -1,036 | -1.92% | Q1 2026 | May 15, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 53,007 | 1,030 | 0.22% | 0.22% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PDS Planning, Inc | History | Reduced | 50,219 | 991 | 0.07% | 0.06% | 151 | -64 | -0.13% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Added to | 49,085 | 969 | 0.01% | 0.01% | 152 | +2,157 | 4.6% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 49,048 | 968 | 0.01% | 0.01% | 153 | +3,923 | 8.69% | Q1 2026 | Apr 27, 2026 |
| Themes Management Co LLC | History | Reduced | 48,975 | 967 | 0.6% | 0.71% | 154 | -274 | -0.56% | Q1 2026 | May 15, 2026 |
| Limestone Investment Advisors LP | History | No change | 47,905 | 946 | 0.08% | 0.09% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 47,269 | 913 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 45,892 | 906 | 0.0% | 0.0% | 157 | -3,506 | -7.1% | Q1 2026 | Apr 27, 2026 |
| Ellevest, Inc. | History | Reduced | 45,718 | 902 | 0.13% | 0.13% | 158 | -1,055 | -2.26% | Q1 2026 | May 11, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 44,874 | 886 | 0.04% | 0.05% | 159 | -2,166 | -4.6% | Q1 2026 | May 04, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 44,652 | 881 | 0.17% | 0.15% | 160 | +5,500 | 14.05% | Q1 2026 | Apr 22, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 43,988 | 868 | 0.0% | 0.0% | 161 | +2,830 | 6.88% | Q1 2026 | May 26, 2026 |
| Versant Capital Management, Inc | History | Added to | 43,108 | 851 | 0.08% | 0.09% | 162 | +7,438 | 20.85% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 40,493 | 838 | 0.01% | 0.01% | 163 | +16,177 | 66.53% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 39,946 | 816 | 0.0% | 0.0% | 164 | -8,416 | -17.4% | Q1 2026 | Apr 08, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 41,187 | 813 | 0.2% | 0.19% | 165 | +315 | 0.77% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 40,481 | 799 | 0.0% | 0.0% | 166 | -4,259 | -9.52% | Q1 2026 | May 13, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 40,192 | 793 | 0.36% | 0.37% | 167 | +104 | 0.26% | Q1 2026 | Apr 29, 2026 |
| SYON CAPITAL LLC | History | Added to | 39,080 | 771 | 0.04% | 0.04% | 168 | +1,130 | 2.98% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 38,950 | 769 | 0.01% | 0.01% | 169 | +11,283 | 40.78% | Q1 2026 | May 01, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 38,251 | 755 | 0.09% | — | 170 | +38,251 | New | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Added to | 38,163 | 753 | 0.02% | 0.01% | 171 | +271 | 0.72% | Q1 2026 | May 07, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 36,732 | 725 | 0.14% | 0.17% | 172 | -6,081 | -14.2% | Q1 2026 | May 12, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 36,642 | 723 | 0.03% | 0.03% | 173 | +5,852 | 19.01% | Q1 2026 | Apr 21, 2026 |
| Covenant Partners, LLC | History | No change | 37,262 | 720 | 0.21% | 0.21% | 174 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BAILARD, INC. | History | Reduced | 36,414 | 719 | 0.02% | 0.02% | 175 | -1,957 | -5.1% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 36,147 | 713 | 0.03% | 0.03% | 176 | +3,058 | 9.24% | Q1 2026 | Apr 06, 2026 |
| Prospera Financial Services Inc | History | Reduced | 35,748 | 706 | 0.01% | 0.01% | 177 | -209 | -0.58% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Added to | 34,903 | 689 | 0.0% | 0.0% | 178 | +3,460 | 11.0% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | Added to | 34,886 | 688 | 0.15% | 0.13% | 179 | +5,873 | 20.24% | Q1 2026 | Apr 28, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 34,830 | 687 | 0.16% | 0.15% | 180 | +120 | 0.35% | Q1 2026 | Apr 29, 2026 |
| Gallacher Capital Management LLC | History | Added to | 34,644 | 684 | 0.26% | 0.26% | 181 | +227 | 0.66% | Q1 2026 | May 05, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 33,987 | 671 | 0.13% | 0.12% | 182 | -144 | -0.42% | Q1 2026 | Apr 28, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 33,675 | 665 | 0.01% | 0.01% | 183 | +3,708 | 12.37% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 33,304 | 657 | 0.07% | 0.08% | 184 | -3,932 | -10.56% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 33,928 | 655 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 33,007 | 651 | 0.0% | 0.0% | 186 | +7,345 | 28.62% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 32,834 | 648 | 0.02% | 0.02% | 188 | +1,972 | 6.39% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 32,820 | 648 | 0.0% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 32,661 | 645 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 32,548 | 642 | 0.0% | 0.0% | 190 | +4,075 | 14.31% | Q1 2026 | Apr 24, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 31,695 | 625 | 0.21% | 0.23% | 191 | -5,639 | -15.1% | Q1 2026 | Apr 22, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 31,593 | 623 | 0.0% | 0.0% | 192 | -255 | -0.8% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 30,022 | 592 | 0.01% | 0.01% | 193 | -6,131 | -16.96% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 29,685 | 586 | 0.01% | 0.01% | 194 | +1,227 | 4.31% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 29,620 | 585 | 0.0% | 0.0% | 195 | +19,155 | 183.04% | Q1 2026 | May 15, 2026 |
| Calydon Capital | History | No change | 29,475 | 582 | 0.09% | 0.1% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 29,386 | 580 | 0.0% | 0.0% | 197 | +8,408 | 40.08% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Added to | 29,363 | 579 | 0.0% | 0.0% | 198 | +5,642 | 23.78% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 29,083 | 574 | 0.0% | 0.0% | 199 | +2,418 | 9.07% | Q1 2026 | Apr 15, 2026 |
| AXQ CAPITAL, LP | History | New | 28,928 | 571 | 0.07% | — | 200 | +28,928 | New | Q1 2026 | May 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 25,274 | 564 | 0.03% | 0.03% | 201 | +618 | 2.51% | Q1 2026 | May 14, 2026 |
| LMR Partners LLP | History | New | 28,506 | 562 | 0.0% | — | 202 | +28,506 | New | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 28,492 | 562 | 0.02% | — | 203 | +28,492 | New | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 28,111 | 555 | 0.0% | 0.0% | 204 | -787 | -2.72% | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 27,095 | 535 | 0.22% | 0.19% | 206 | -915 | -3.27% | Q1 2026 | Apr 20, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 28,611 | 535 | 0.0% | 0.0% | 205 | -20 | -0.07% | Q1 2026 | May 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 27,018 | 533 | 0.2% | 0.1% | 207 | +12,218 | 82.55% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | Added to | 26,726 | 527 | 0.2% | 0.21% | 208 | +613 | 2.35% | Q1 2026 | Apr 22, 2026 |
| Entropy Technologies, LP | History | New | 26,573 | 524 | 0.02% | — | 209 | +26,573 | New | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 26,363 | 520 | 0.08% | — | 210 | +26,363 | New | Q1 2026 | May 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 26,157 | 516 | 0.01% | 0.01% | 211 | -1,896 | -6.76% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,037 | 494 | 0.0% | 0.0% | 212 | +15,360 | 158.73% | Q1 2026 | Apr 30, 2026 |
| Voleon Capital Management LP | History | Added to | 24,991 | 493 | 0.01% | 0.01% | 213 | +10,895 | 77.29% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,772 | 489 | 0.0% | 0.0% | 214 | +13,647 | 122.67% | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 24,704 | 487 | 0.03% | 0.02% | 215 | +5,497 | 28.62% | Q1 2026 | Apr 28, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 22,817 | 485 | 0.07% | 0.09% | 216 | -992 | -4.17% | Q1 2026 | May 11, 2026 |
| Five Oceans Advisors | History | No change | 24,405 | 481 | 0.17% | 0.17% | 217 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 24,309 | 480 | 0.01% | 0.01% | 218 | -1,883 | -7.19% | Q1 2026 | May 04, 2026 |
| Trust Point Inc. | History | Added to | 24,109 | 476 | 0.04% | 0.03% | 219 | +4,476 | 22.8% | Q1 2026 | Apr 15, 2026 |
| Net Worth Advisory Group | History | Reduced | 22,843 | 451 | 0.09% | 0.09% | 220 | -298 | -1.29% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,435 | 443 | 0.0% | 0.0% | 221 | +1,532 | 7.33% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 21,997 | 434 | 0.0% | 0.0% | 222 | +6,483 | 41.79% | Q1 2026 | May 05, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 21,775 | 430 | 0.09% | 0.09% | 223 | -2,642 | -10.82% | Q1 2026 | Apr 13, 2026 |
| EWA, LLC | History | Added to | 21,728 | 429 | 0.1% | 0.1% | 224 | +19 | 0.09% | Q1 2026 | Apr 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 21,662 | 427 | 0.02% | 0.02% | 225 | +1,772 | 8.91% | Q1 2026 | Apr 16, 2026 |
| Quantbot Technologies LP | History | New | 21,420 | 423 | 0.02% | — | 226 | +21,420 | New | Q1 2026 | May 13, 2026 |
| Frec Markets, Inc. | History | Added to | 20,515 | 405 | 0.07% | 0.08% | 227 | +6,565 | 47.06% | Q1 2026 | May 13, 2026 |
| First Affirmative Financial Network | History | New | 20,279 | 400 | 0.16% | — | 228 | +20,279 | New | Q1 2026 | May 11, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 19,800 | 391 | 0.02% | 0.03% | 229 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 19,777 | 390 | 0.05% | 0.06% | 230 | +1,223 | 6.59% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 19,672 | 388 | 0.0% | 0.0% | 231 | -1,241 | -5.93% | Q1 2026 | May 08, 2026 |
| J.Safra Asset Management Corp | History | New | 19,466 | 384 | 0.02% | — | 232 | +19,466 | New | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 19,394 | 383 | 0.02% | 0.02% | 233 | +2,072 | 11.96% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 19,378 | 382 | 0.0% | 0.0% | 234 | +5,009 | 34.86% | Q1 2026 | Apr 20, 2026 |
| GeoWealth Management, LLC | History | Added to | 19,264 | 380 | 0.01% | 0.01% | 235 | +5,185 | 36.83% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 18,947 | 374 | 0.0% | 0.0% | 236 | +6,258 | 49.32% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | New | 18,858 | 372 | 0.0% | — | 238 | +18,858 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | New | 18,848 | 372 | 0.0% | — | 237 | +18,848 | New | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 18,735 | 370 | 0.0% | 0.0% | 239 | -57,417 | -75.4% | Q1 2026 | May 14, 2026 |
| Optas, LLC | History | Added to | 18,566 | 366 | 0.06% | 0.06% | 240 | +227 | 1.24% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 18,372 | 362 | 0.0% | 0.0% | 241 | +958 | 5.5% | Q1 2026 | Apr 27, 2026 |
| West Family Investments, Inc. | History | Reduced | 18,274 | 360 | 0.13% | 0.14% | 242 | -13,005 | -41.58% | Q1 2026 | May 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 18,214 | 359 | 0.0% | — | 243 | +18,214 | New | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Reduced | 17,981 | 355 | 0.12% | 0.15% | 244 | -10,698 | -37.3% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 17,870 | 352 | 0.01% | 0.01% | 246 | -7,048 | -28.28% | Q1 2026 | May 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 17,873 | 352 | 0.01% | 0.01% | 245 | +437 | 2.51% | Q1 2026 | Apr 20, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 17,478 | 345 | 0.0% | 0.0% | 247 | -534 | -2.96% | Q1 2026 | May 14, 2026 |
| Storgate, LLC | History | New | 17,177 | 339 | 0.27% | — | 249 | +17,177 | New | Q1 2026 | May 06, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 17,177 | 339 | 0.06% | 0.06% | 248 | -1,503 | -8.05% | Q1 2026 | May 01, 2026 |
| Sterling Capital Management LLC | History | Added to | 17,115 | 338 | 0.01% | 0.0% | 250 | +3,236 | 23.32% | Q1 2026 | Apr 22, 2026 |
| Greenspring Advisors, LLC | History | Added to | 17,127 | 338 | 0.02% | 0.02% | 251 | +1,442 | 9.19% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 16,042 | 332 | 0.01% | 0.01% | 252 | +482 | 3.1% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 16,682 | 329 | 0.0% | 0.0% | 253 | -5,071 | -23.31% | Q1 2026 | Apr 20, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 16,663 | 329 | 0.19% | 0.26% | 254 | -4,211 | -20.17% | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | New | 16,633 | 328 | 0.0% | — | 255 | +16,633 | New | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 16,500 | 325 | 0.01% | 0.0% | 256 | +5,142 | 45.27% | Q1 2026 | May 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 16,244 | 320 | 0.0% | 0.0% | 257 | -14,798 | -47.67% | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | Reduced | 15,925 | 314 | 0.0% | 0.0% | 258 | -127 | -0.79% | Q1 2026 | May 11, 2026 |
| Wedmont Private Capital | History | Reduced | 14,222 | 306 | 0.01% | 0.01% | 259 | -2,821 | -16.55% | Q1 2026 | Apr 09, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 15,409 | 304 | 0.01% | 0.01% | 260 | +5,046 | 48.69% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 15,700 | 303 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Added to | 14,935 | 294 | 0.0% | 0.01% | 262 | +2,623 | 21.3% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 14,848 | 293 | 0.02% | 0.02% | 263 | +1,613 | 12.19% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Added to | 14,642 | 289 | 0.01% | 0.01% | 264 | +580 | 4.12% | Q1 2026 | May 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 14,660 | 289 | 0.02% | 0.02% | 265 | +441 | 3.1% | Q1 2026 | May 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 14,282 | 282 | 0.04% | 0.03% | 266 | +2,605 | 22.31% | Q1 2026 | Apr 28, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 14,329 | 282 | 0.09% | 0.08% | 267 | +620 | 4.52% | Q1 2026 | Apr 17, 2026 |
| Ascent Group, LLC | History | Added to | 14,187 | 280 | 0.01% | 0.01% | 268 | +2 | 0.01% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Reduced | 14,175 | 279 | 0.03% | 0.03% | 269 | -353 | -2.43% | Q1 2026 | Apr 14, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 14,026 | 277 | 0.1% | 0.1% | 270 | +154 | 1.11% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Reduced | 14,016 | 276 | 0.01% | 0.01% | 271 | -783 | -5.29% | Q1 2026 | Apr 30, 2026 |
| STATE STREET CORP | History | No change | 13,954 | 275 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Athena Wealth Management, LLC | History | New | 13,908 | 274 | 0.22% | — | 273 | +13,908 | New | Q1 2026 | Apr 17, 2026 |
| Cromwell Holdings LLC | History | No change | 13,841 | 273 | 0.15% | 0.15% | 274 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,645 | 269 | 0.0% | 0.0% | 275 | -51,656 | -79.1% | Q1 2026 | May 15, 2026 |
| Canopy Partners, LLC | History | Added to | 13,657 | 269 | 0.09% | 0.09% | 276 | +30 | 0.22% | Q1 2026 | May 11, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 13,499 | 266 | 0.07% | 0.07% | 278 | -1,362 | -9.16% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Reduced | 13,509 | 266 | 0.0% | 0.0% | 277 | -127 | -0.93% | Q1 2026 | Apr 27, 2026 |
| Mattson Financial Services, LLC | History | New | 13,444 | 265 | 0.06% | — | 279 | +13,444 | New | Q1 2026 | May 11, 2026 |
| Bridgefront Capital, LLC | History | New | 12,981 | 256 | 0.06% | — | 280 | +12,981 | New | Q1 2026 | May 15, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 12,894 | 254 | 0.26% | 0.29% | 281 | -3,704 | -22.32% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 12,659 | 250 | 0.0% | 0.0% | 282 | +5,373 | 73.74% | Q1 2026 | Apr 16, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 12,704 | 250 | 0.01% | 0.01% | 283 | -1,270 | -9.09% | Q1 2026 | May 12, 2026 |
| a16z Perennial Management, L.P. | History | No change | 12,699 | 250 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brown Financial Advisors | History | New | 12,634 | 249 | 0.09% | — | 286 | +12,634 | New | Q1 2026 | May 15, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 12,633 | 249 | 0.07% | 0.07% | 285 | -167 | -1.3% | Q1 2026 | Apr 16, 2026 |
| EntryPoint Capital, LLC | History | New | 12,525 | 247 | 0.07% | — | 287 | +12,525 | New | Q1 2026 | May 14, 2026 |
| 71 West Capital Partners | History | Added to | 12,411 | 245 | 0.01% | 0.01% | 288 | +1,579 | 14.58% | Q1 2026 | May 06, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 12,269 | 242 | 0.06% | 0.05% | 289 | +1,867 | 17.95% | Q1 2026 | Apr 17, 2026 |
| Clarius Group, LLC | History | No change | 12,484 | 241 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,166 | 240 | 0.0% | 0.0% | 291 | -205 | -1.66% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 12,019 | 237 | 0.0% | — | 295 | +12,019 | New | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 12,000 | 237 | 0.0% | — | 294 | +12,000 | New | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 12,010 | 237 | 0.0% | 0.0% | 293 | -402 | -3.24% | Q1 2026 | Apr 29, 2026 |
| Syverson Strege & Co | History | No change | 12,024 | 237 | 0.06% | 0.05% | 292 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,769 | 232 | 0.0% | 0.0% | 296 | -3,153 | -21.13% | Q1 2026 | Apr 22, 2026 |
| Brucke Financial, Inc. | History | Reduced | 11,547 | 228 | 0.12% | 0.15% | 297 | -2,894 | -20.04% | Q1 2026 | Apr 10, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 11,407 | 225 | 0.02% | 0.02% | 298 | -2,600 | -18.56% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 11,365 | 224 | 0.01% | — | 299 | +11,365 | New | Q1 2026 | Apr 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 11,280 | 222 | 0.03% | 0.06% | 300 | -15,734 | -58.24% | Q1 2026 | May 11, 2026 |