SPDR SERIES TRUST - SPAB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 24,716,908 | 633,247 | 0.17% | 0.17% | 1 | +1,201,539 | 5.11% | Q1 2026 | May 06, 2026 |
| STATE STREET CORP | History | Added to | 15,769,631 | 404,017 | 0.01% | 0.01% | 2 | +3,377,947 | 27.26% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 14,001,534 | 358,719 | 0.94% | 1.27% | 3 | -4,192,224 | -23.04% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 12,700,878 | 325,396 | 0.46% | 0.44% | 4 | +1,021,582 | 8.75% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,790,652 | 250,836 | 0.07% | 0.07% | 5 | +658,732 | 7.21% | Q1 2026 | May 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 9,329,661 | 239,025 | 3.5% | 5.92% | 6 | -5,881,647 | -38.67% | Q1 2026 | Apr 09, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 7,785,255 | 199,458 | 3.09% | 3.29% | 7 | +38,832 | 0.5% | Q1 2026 | May 11, 2026 |
| Horizon Investments, LLC | History | Added to | 7,169,907 | 183,693 | 2.06% | 2.31% | 8 | +82,298 | 1.16% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 7,160,221 | 183,444 | 1.3% | 1.39% | 9 | +78,680 | 1.11% | Q1 2026 | Apr 14, 2026 |
| Tidal Investments LLC | History | New | 5,964,025 | 152,302 | 0.32% | — | 10 | +5,964,025 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,842,790 | 149,692 | 0.01% | 0.01% | 11 | +1,112,552 | 23.52% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,348,451 | 111,407 | 0.16% | 0.16% | 12 | +205,981 | 4.97% | Q1 2026 | May 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 4,178,789 | 107,060 | 14.9% | 14.21% | 13 | +273,801 | 7.01% | Q1 2026 | May 13, 2026 |
| Gradient Investments LLC | History | Reduced | 3,699,377 | 94,778 | 1.47% | 1.53% | 14 | -44,392 | -1.19% | Q1 2026 | Apr 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 3,386,410 | 86,759 | 1.96% | 1.96% | 15 | +84,655 | 2.56% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,015,178 | 77,248 | 1.5% | 1.42% | 16 | +217,043 | 7.76% | Q1 2026 | Apr 14, 2026 |
| Convergence Financial, LLC | History | Added to | 2,817,632 | 72,122 | 7.65% | 4.88% | 17 | +1,518,612 | 116.9% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,754,377 | 70,567 | 0.02% | 0.02% | 18 | +98,352 | 3.7% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,695,425 | 69,056 | 0.94% | 0.92% | 19 | +213,315 | 8.59% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,673,437 | 68,439 | 0.14% | 0.13% | 20 | -1,025,493 | -27.72% | Q1 2026 | Apr 08, 2026 |
| MORGAN STANLEY | History | Added to | 2,549,293 | 65,312 | 0.0% | 0.0% | 21 | +104,704 | 4.28% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,460,825 | 62,874 | 0.0% | 0.0% | 22 | -352,759 | -12.54% | Q1 2026 | May 13, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 2,415,915 | 61,895 | 3.48% | 4.2% | 23 | -658,693 | -21.42% | Q1 2026 | May 01, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 2,358,002 | 60,412 | 6.25% | 6.11% | 24 | +75,980 | 3.33% | Q1 2026 | May 06, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,269,728 | 58,150 | 2.33% | 2.22% | 25 | +114,900 | 5.33% | Q1 2026 | Apr 28, 2026 |
| Trilogy Capital Inc. | History | Added to | 2,229,579 | 57,121 | 2.52% | 2.47% | 26 | +82,132 | 3.82% | Q1 2026 | Apr 21, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 2,110,566 | 54,072 | 4.04% | 4.02% | 27 | +2,160 | 0.1% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 2,063,241 | 52,860 | 0.3% | 0.29% | 28 | +131,498 | 6.81% | Q1 2026 | May 15, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 1,958,484 | 50,195 | 8.4% | 8.59% | 29 | +118,589 | 6.45% | Q1 2026 | May 08, 2026 |
| GM Advisory Group, LLC | History | Added to | 1,861,558 | 47,693 | 1.84% | 1.8% | 30 | +77,988 | 4.37% | Q1 2026 | Apr 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,860,597 | 47,668 | 0.53% | 0.51% | 31 | +400,050 | 27.39% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 1,807,132 | 46,533 | 0.69% | 0.68% | 32 | +470,528 | 35.2% | Q1 2026 | Apr 20, 2026 |
| Independent Advisor Alliance | History | Added to | 1,776,554 | 45,515 | 0.49% | 0.01% | 33 | +1,763,900 | 13939.47% | Q1 2026 | May 12, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 1,769,636 | 45,338 | 3.34% | 4.31% | 34 | -510,224 | -22.38% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,722,770 | 44,361 | 0.29% | 0.39% | 35 | -482,560 | -21.88% | Q1 2026 | May 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 1,680,916 | 43,065 | 6.65% | 6.61% | 36 | +100,187 | 6.34% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 1,619,045 | 41,479 | 0.04% | 0.04% | 37 | +171,816 | 11.87% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,501,875 | 38,478 | 0.7% | 0.7% | 38 | +88,238 | 6.24% | Q1 2026 | May 11, 2026 |
| Wealth Management Nebraska | History | Added to | 1,420,137 | 36,383 | 3.69% | 4.18% | 39 | +1,134 | 0.08% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,406,760 | 36,041 | 0.19% | 0.19% | 40 | +53,657 | 3.97% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 1,402,017 | 35,919 | 0.44% | 0.16% | 41 | +911,954 | 186.09% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 1,392,759 | 35,682 | 0.07% | 0.05% | 42 | +346,596 | 33.13% | Q1 2026 | May 06, 2026 |
| Stadion Money Management, LLC | History | Added to | 1,365,116 | 34,974 | 3.52% | 2.83% | 43 | +9,300 | 0.69% | Q1 2026 | May 15, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 1,362,580 | 34,909 | 18.93% | 19.39% | 44 | +27,432 | 2.05% | Q1 2026 | Apr 27, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 1,356,451 | 34,752 | 12.76% | 12.0% | 45 | +90,978 | 7.19% | Q1 2026 | Apr 17, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 1,347,198 | 34,540 | 2.59% | 1.85% | 46 | +169,271 | 14.37% | Q1 2026 | May 20, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 1,321,303 | 33,851 | 3.34% | 3.24% | 47 | +67,071 | 5.35% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 1,267,419 | 32,471 | 0.02% | 0.02% | 48 | +76,235 | 6.4% | Q1 2026 | May 12, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 1,263,512 | 32,371 | 9.92% | 7.73% | 49 | +282,760 | 28.83% | Q1 2026 | Apr 13, 2026 |
| TRUEFG, LLC | History | Added to | 1,241,952 | 31,818 | 8.43% | 8.15% | 50 | +61,653 | 5.22% | Q1 2026 | Apr 22, 2026 |
| Virtue Capital Management, LLC | History | Added to | 1,230,624 | 31,442 | 4.78% | 0.59% | 51 | +1,082,213 | 729.2% | Q1 2026 | May 07, 2026 |
| SYON CAPITAL LLC | History | Added to | 1,224,099 | 31,361 | 1.58% | 1.55% | 52 | +15,647 | 1.29% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 1,205,315 | 30,880 | 0.04% | 0.04% | 53 | +32,684 | 2.79% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 537,138 | 30,257 | 1.4% | 0.18% | 54 | -1,342,923 | -71.43% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,180,666 | 30,248 | 0.23% | 0.27% | 55 | -96,814 | -7.58% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,174,310 | 30,085 | 0.14% | 0.12% | 56 | +146,729 | 14.28% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,158,598 | 29,683 | 0.01% | 0.0% | 57 | +10,100 | 0.88% | Q1 2026 | May 15, 2026 |
| My Portfolio Guide, LLC | History | New | 1,148,667 | 29,429 | 16.28% | — | 58 | +1,148,667 | New | Q1 2026 | May 05, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 1,141,710 | 29,250 | 14.14% | — | 59 | +1,141,710 | New | Q1 2026 | May 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 1,118,858 | 28,665 | 2.95% | 2.96% | 60 | +15,545 | 1.41% | Q1 2026 | May 07, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 1,107,920 | 28,384 | 1.11% | 1.37% | 61 | +631,384 | 132.49% | Q1 2026 | May 15, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 1,054,971 | 27,028 | 5.69% | 5.9% | 62 | +49,758 | 4.95% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,029,855 | 26,384 | 0.05% | 0.05% | 63 | +54,755 | 5.62% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | Reduced | 1,020,902 | 26,155 | 0.21% | 0.22% | 64 | -99,994 | -8.92% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,010,540 | 25,890 | 0.06% | 0.06% | 65 | +41,902 | 4.33% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,001,134 | 25,649 | 0.25% | 0.31% | 66 | -221,513 | -18.12% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 984,232 | 25,019 | 0.01% | 0.01% | 67 | +100,189 | 11.33% | Q1 2026 | May 15, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 965,511 | 24,736 | 5.46% | 5.33% | 68 | +33,883 | 3.64% | Q1 2026 | Apr 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 958,023 | 24,544 | 2.54% | 2.55% | 69 | +10,194 | 1.08% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 956,842 | 24,514 | 0.57% | 0.98% | 70 | +169,997 | 21.6% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 950,229 | 24,344 | 1.87% | 2.07% | 71 | -35,825 | -3.63% | Q1 2026 | Apr 22, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 948,018 | 24,288 | 1.35% | 1.51% | 72 | +30,022 | 3.27% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 941,653 | 24,125 | 0.06% | 0.06% | 73 | +101,673 | 12.1% | Q1 2026 | Apr 30, 2026 |
| Advisory Alpha, LLC | History | Added to | 934,502 | 23,942 | 0.65% | 0.65% | 74 | +3,197 | 0.34% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Added to | 928,719 | 23,793 | 5.37% | 4.41% | 75 | +159,223 | 20.69% | Q1 2026 | Apr 22, 2026 |
| Mueller Wealth, LLC | History | Added to | 851,393 | 21,812 | 17.39% | 16.23% | 76 | +89,709 | 11.78% | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 850,160 | 21,781 | 0.16% | 0.16% | 77 | +24,982 | 3.03% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 782,779 | 20,054 | 0.06% | 0.05% | 78 | +5,358 | 0.69% | Q1 2026 | May 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 760,696 | 19,489 | 1.08% | 1.09% | 79 | +4,470 | 0.59% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 748,829 | 19,184 | 0.45% | 0.48% | 80 | -15,680 | -2.05% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 734,983 | 18,830 | 0.01% | 0.01% | 81 | +149,213 | 25.47% | Q1 2026 | May 15, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 711,263 | 18,158 | 6.84% | 6.92% | 82 | +16,614 | 2.39% | Q1 2026 | Apr 29, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 700,150 | 17,937 | 12.62% | 13.6% | 83 | -42,370 | -5.71% | Q1 2026 | Apr 23, 2026 |
| Advisor OS, LLC | History | Added to | 688,382 | 17,636 | 1.28% | 0.03% | 84 | +671,505 | 3978.82% | Q1 2026 | May 07, 2026 |
| Capital Investment Management, Inc. | History | Added to | 672,497 | 17,229 | 5.92% | 5.42% | 85 | +70,511 | 11.71% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 653,618 | 16,745 | 0.0% | 0.0% | 86 | -60,165 | -8.43% | Q1 2026 | May 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 645,763 | 16,544 | 2.19% | 1.38% | 87 | +233,738 | 56.73% | Q1 2026 | Apr 27, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 631,343 | 16,257 | 1.81% | 1.81% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 632,970 | 16,214 | 0.6% | — | 89 | +632,970 | New | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 609,551 | 15,617 | 0.12% | — | 90 | +609,551 | New | Q1 2026 | Apr 07, 2026 |
| Bensler, LLC | History | Reduced | 598,750 | 15,339 | 1.58% | 2.03% | 91 | -187,505 | -23.85% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Reduced | 586,765 | 15,032 | 0.02% | 0.03% | 92 | -152,209 | -20.6% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 575,698 | 14,749 | 0.08% | 0.1% | 93 | +5,394 | 0.95% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 570,377 | 14,613 | 0.43% | 0.41% | 94 | +36,566 | 6.85% | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 568,097 | 14,554 | 0.01% | 0.01% | 95 | -4,721 | -0.82% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 530,983 | 13,603 | 0.0% | 0.0% | 96 | +149,044 | 39.02% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 530,938 | 13,602 | 0.77% | 0.63% | 97 | +119,317 | 28.99% | Q1 2026 | Apr 30, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 528,857 | 13,549 | 7.87% | 7.95% | 98 | +25,497 | 5.07% | Q1 2026 | May 12, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 520,947 | 13,372 | 10.02% | 10.23% | 99 | +68,704 | 15.19% | Q1 2026 | Apr 27, 2026 |
| Cyr Financial Inc. | History | Added to | 510,395 | 13,076 | 7.7% | 7.57% | 100 | +39,167 | 8.31% | Q1 2026 | Apr 24, 2026 |
| Advisory Resource Group | History | Added to | 507,679 | 13,006 | 2.24% | 2.15% | 101 | +33,371 | 7.04% | Q1 2026 | May 15, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 506,496 | 12,976 | 7.87% | 7.36% | 102 | +51,064 | 11.21% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 479,933 | 12,295 | 0.02% | 0.01% | 103 | +332,348 | 225.19% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 461,904 | 11,833 | 1.29% | 1.37% | 104 | -43,088 | -8.53% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 453,166 | 11,610 | 0.58% | 0.51% | 105 | +69,688 | 18.17% | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | Added to | 449,945 | 11,528 | 0.3% | 0.25% | 106 | +107,315 | 31.32% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 432,803 | 11,144 | 0.2% | 0.2% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 428,720 | 10,983 | 6.63% | 7.42% | 108 | -36,761 | -7.9% | Q1 2026 | May 15, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 427,041 | 10,940 | 2.51% | 2.61% | 109 | -11,951 | -2.72% | Q1 2026 | Apr 17, 2026 |
| TSFG, LLC | History | Added to | 419,586 | 10,750 | 1.63% | 1.59% | 110 | +5,779 | 1.4% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 414,682 | 10,624 | 0.01% | 0.01% | 111 | +55,662 | 15.5% | Q1 2026 | May 05, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 412,555 | 10,569 | 0.95% | 1.01% | 112 | -9,977 | -2.36% | Q1 2026 | May 14, 2026 |
| Towercrest Capital Management | History | Added to | 391,329 | 10,025 | 1.56% | 1.55% | 113 | +10,473 | 2.75% | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Added to | 387,654 | 9,931 | 0.01% | 0.0% | 114 | +374,654 | 2881.95% | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | New | 383,954 | 9,836 | 0.65% | — | 115 | +383,954 | New | Q1 2026 | May 08, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 383,735 | 9,831 | 2.5% | 2.62% | 116 | -20,523 | -5.08% | Q1 2026 | Apr 17, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 381,846 | 9,783 | 0.68% | 0.57% | 117 | +44,199 | 13.09% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 362,785 | 9,294 | 0.01% | 0.01% | 118 | -8,934 | -2.4% | Q1 2026 | May 07, 2026 |
| ERn Financial, LLC | History | Added to | 358,395 | 9,182 | 1.73% | 1.71% | 119 | +5,798 | 1.64% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Added to | 351,520 | 9,005 | 0.68% | 0.59% | 120 | +48,409 | 15.97% | Q1 2026 | Apr 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 350,698 | 8,984 | 0.17% | 0.23% | 121 | -132,557 | -27.43% | Q1 2026 | Apr 17, 2026 |
| Alliance Wealth Management Group | History | Added to | 346,051 | 8,865 | 1.94% | 1.89% | 122 | +11,460 | 3.43% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 342,008 | 8,762 | 0.0% | — | 123 | +342,008 | New | Q1 2026 | May 12, 2026 |
| Balefire, LLC | History | Added to | 337,451 | 8,645 | 1.63% | 1.59% | 124 | +19,559 | 6.15% | Q1 2026 | May 07, 2026 |
| Tenzing Financial LLC | History | Added to | 334,846 | 8,595 | 6.45% | 6.87% | 125 | +5,966 | 1.81% | Q1 2026 | Apr 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 334,601 | 8,572 | 0.15% | 0.14% | 126 | +34,342 | 11.44% | Q1 2026 | May 07, 2026 |
| Zhang Financial LLC | History | Added to | 333,168 | 8,535 | 0.3% | 0.24% | 127 | +81,545 | 32.41% | Q1 2026 | May 06, 2026 |
| Values Added Financial LLC | History | Added to | 331,546 | 8,494 | 3.57% | 3.23% | 128 | +34,842 | 11.74% | Q1 2026 | Apr 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 325,221 | 8,332 | 0.17% | 0.17% | 129 | -1,988 | -0.61% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 318,292 | 8,149 | 0.05% | 0.04% | 130 | +42,611 | 15.46% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 317,110 | 8,124 | 0.01% | 0.02% | 131 | -32,389 | -9.27% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 314,145 | 8,048 | 0.26% | 0.35% | 132 | -76,524 | -19.59% | Q1 2026 | May 06, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 310,565 | 7,958 | 1.97% | 1.9% | 133 | -16,418 | -5.02% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 308,498 | 7,903 | 0.13% | 0.12% | 134 | +28,841 | 10.31% | Q1 2026 | Apr 27, 2026 |
| OneAscent Financial Services LLC | History | New | 305,416 | 7,824 | 0.42% | — | 135 | +305,416 | New | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 302,774 | 7,757 | 0.14% | 0.14% | 136 | -6,588 | -2.13% | Q1 2026 | Apr 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 301,516 | 7,724 | 0.04% | 0.02% | 137 | +128,783 | 74.56% | Q1 2026 | Apr 29, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 301,042 | 7,712 | 0.86% | 0.88% | 138 | +6,969 | 2.37% | Q1 2026 | Apr 29, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 299,293 | 7,667 | 0.11% | 0.12% | 139 | +8,517 | 2.93% | Q1 2026 | Apr 10, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 298,800 | 7,655 | 0.13% | 0.13% | 140 | -9,853 | -3.19% | Q1 2026 | May 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 293,960 | 7,531 | 0.42% | 0.42% | 141 | +15,654 | 5.62% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 290,695 | 7,447 | 0.04% | 0.04% | 142 | +1,139 | 0.39% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 289,623 | 7,420 | 0.06% | 0.05% | 143 | +9,028 | 3.22% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Added to | 286,653 | 7,344 | 0.54% | 0.46% | 144 | +46,272 | 19.25% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 284,840 | 7,297 | 0.01% | 0.01% | 145 | -28,283 | -9.03% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 283,521 | 7,263 | 0.17% | 0.14% | 146 | +59,653 | 26.65% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 277,114 | 7,135 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 271,425 | 6,953 | 0.36% | 0.31% | 148 | -1,958 | -0.72% | Q1 2026 | Apr 28, 2026 |
| PAX Financial Group, LLC | History | Added to | 269,807 | 6,912 | 1.18% | 1.12% | 149 | +18,227 | 7.25% | Q1 2026 | Apr 27, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 267,827 | 6,861 | 3.66% | 3.83% | 150 | -21,569 | -7.45% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 261,360 | 6,696 | 0.0% | — | 151 | +261,360 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 260,177 | 6,667 | 0.0% | 0.0% | 152 | +18,491 | 7.65% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 255,915 | 6,556 | 0.07% | 0.05% | 153 | +93,095 | 57.18% | Q1 2026 | Apr 20, 2026 |
| KWB Wealth | History | Reduced | 250,734 | 6,456 | 0.64% | 0.62% | 154 | -4,894 | -1.91% | Q1 2026 | Apr 08, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 250,600 | 6,420 | 2.14% | 2.04% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 247,330 | 6,336 | 2.59% | 2.74% | 156 | -3,427 | -1.37% | Q1 2026 | Apr 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 241,893 | 6,197 | 0.0% | 0.0% | 157 | +83,254 | 52.48% | Q1 2026 | May 05, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 237,080 | 6,073 | 2.33% | 2.13% | 158 | +16,564 | 7.51% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 236,874 | 6,068 | 0.14% | 0.13% | 159 | +11,142 | 4.94% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 229,777 | 5,886 | 0.01% | 0.01% | 160 | -2,577 | -1.11% | Q1 2026 | Apr 27, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 226,728 | 5,808 | 1.82% | 1.74% | 161 | +13,378 | 6.27% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | Added to | 225,255 | 5,771 | 0.52% | 0.52% | 162 | +1,836 | 0.82% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 217,119 | 5,562 | 0.02% | 0.02% | 163 | +23,681 | 12.24% | Q1 2026 | Apr 30, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 216,766 | 5,553 | 0.59% | 0.6% | 164 | +2,625 | 1.23% | Q1 2026 | May 04, 2026 |
| Rinkey Investments | History | Added to | 213,563 | 5,471 | 1.4% | 1.4% | 165 | +76 | 0.04% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 209,275 | 5,361 | 0.03% | 0.03% | 166 | +18,031 | 9.43% | Q1 2026 | May 13, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 204,872 | 5,248 | 0.67% | 0.69% | 167 | -854 | -0.42% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Added to | 200,087 | 5,126 | 0.19% | 0.14% | 168 | +53,849 | 36.82% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 197,159 | 5,051 | 0.09% | 0.1% | 169 | -9,707 | -4.69% | Q1 2026 | May 07, 2026 |
| Barden Capital Management, Inc. | History | Added to | 195,876 | 5,018 | 4.29% | 3.96% | 170 | +8,385 | 4.47% | Q1 2026 | Apr 07, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 195,750 | 5,015 | 1.88% | 1.89% | 171 | -7,041 | -3.47% | Q1 2026 | May 18, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 195,159 | 4,999 | 1.17% | 1.24% | 172 | -3,316 | -1.67% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 194,844 | 4,991 | 0.1% | 0.08% | 173 | +59,200 | 43.64% | Q1 2026 | Apr 13, 2026 |
| Vertex Planning Partners, LLC | History | New | 194,162 | 4,974 | 0.97% | — | 174 | +194,162 | New | Q1 2026 | May 15, 2026 |
| CWC Advisors, LLC. | History | New | 189,057 | 4,843 | 2.3% | — | 175 | +189,057 | New | Q1 2026 | Apr 16, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 183,367 | 4,681 | 1.03% | 1.47% | 176 | -75,019 | -29.03% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 178,501 | 4,573 | 0.13% | 0.14% | 177 | +84 | 0.05% | Q1 2026 | Apr 09, 2026 |
| Global Endowment Management, LP | History | Added to | 170,255 | 4,362 | 0.49% | 0.48% | 178 | +21,674 | 14.59% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 169,277 | 4,336 | 0.0% | 0.0% | 179 | +162,238 | 2304.84% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 167,675 | 4,295 | 0.02% | 0.02% | 180 | -5,453 | -3.15% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 165,708 | 4,245 | 0.26% | 0.26% | 181 | +3,543 | 2.18% | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | New | 162,128 | 4,153 | 0.07% | — | 182 | +162,128 | New | Q1 2026 | May 18, 2026 |
| Bull Oak Capital, LLC | History | Added to | 161,300 | 4,132 | 1.59% | 1.47% | 183 | +21,398 | 15.29% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 160,701 | 4,117 | 0.13% | 0.2% | 184 | -68,134 | -29.77% | Q1 2026 | May 15, 2026 |
| Auour Investments LLC | History | Added to | 153,769 | 3,939 | 1.24% | 1.23% | 185 | +3,794 | 2.53% | Q1 2026 | Apr 20, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 151,566 | 3,883 | 2.13% | 1.85% | 186 | +22,449 | 17.39% | Q1 2026 | Apr 27, 2026 |
| CVFG LLC | History | Added to | 150,275 | 3,850 | 0.48% | 2.49% | 187 | +9,303 | 6.6% | Q1 2026 | Apr 29, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 146,514 | 3,753 | 0.71% | 0.67% | 188 | +9,579 | 7.0% | Q1 2026 | Apr 09, 2026 |
| NYL Investors LLC | History | Added to | 142,979 | 3,663 | 1.38% | 1.21% | 189 | +5,051 | 3.66% | Q1 2026 | May 07, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 142,683 | 3,655 | 2.45% | 2.2% | 190 | +29,329 | 25.87% | Q1 2026 | Apr 16, 2026 |
| JT Stratford LLC | History | Added to | 139,045 | 3,562 | 0.45% | 0.45% | 191 | +3,169 | 2.33% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 136,109 | 3,487 | 0.2% | 0.3% | 192 | -60,038 | -30.61% | Q1 2026 | Apr 09, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 135,214 | 3,464 | 1.2% | 0.65% | 193 | +65,291 | 93.38% | Q1 2026 | Apr 28, 2026 |
| Security Financial Services, INC. | History | No change | 133,587 | 3,439 | 0.54% | 0.54% | 194 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 132,178 | 3,386 | 2.42% | 2.21% | 195 | +12,254 | 10.22% | Q1 2026 | May 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 128,547 | 3,293 | 0.36% | 0.35% | 196 | +5,365 | 4.36% | Q1 2026 | May 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 126,247 | 3,234 | 0.65% | 0.62% | 197 | +11,173 | 9.71% | Q1 2026 | Apr 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 123,564 | 3,165 | 0.12% | 0.1% | 198 | +16,295 | 15.19% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Added to | 122,272 | 3,132 | 0.04% | 0.03% | 199 | +29,162 | 31.32% | Q1 2026 | May 05, 2026 |
| Aspetuck Financial Management LLC | History | No change | 118,995 | 3,048 | 2.09% | 2.06% | 200 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PCB Capital LLC | History | Added to | 117,806 | 3,018 | 4.76% | 4.38% | 201 | +11,677 | 11.0% | Q1 2026 | Apr 29, 2026 |
| CGN Advisors LLC | History | Added to | 117,685 | 3,015 | 0.24% | 0.23% | 202 | +2,776 | 2.42% | Q1 2026 | Apr 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 114,406 | 2,931 | 0.43% | 0.45% | 203 | -109 | -0.1% | Q1 2026 | Apr 16, 2026 |
| HighPoint Advisor Group LLC | History | New | 113,962 | 2,919 | 0.12% | — | 204 | +113,962 | New | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 112,929 | 2,893 | 0.86% | 1.49% | 205 | -76,568 | -40.41% | Q1 2026 | Apr 20, 2026 |
| Retirement Planning Group, LLC | History | New | 109,681 | 2,810 | 0.09% | — | 206 | +109,681 | New | Q1 2026 | May 04, 2026 |
| Destination Wealth Management | History | Reduced | 105,494 | 2,702 | 0.07% | 0.08% | 207 | -15,902 | -13.1% | Q1 2026 | May 15, 2026 |
| Partners in Financial Planning | History | Added to | 105,235 | 2,696 | 0.45% | 0.45% | 208 | +2,902 | 2.84% | Q1 2026 | May 11, 2026 |
| Empower Advisory Group, LLC | History | Added to | 103,797 | 2,659 | 0.01% | 0.01% | 209 | +4,694 | 4.74% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 103,219 | 2,644 | 0.06% | 0.06% | 210 | +9,842 | 10.54% | Q1 2026 | May 11, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 102,618 | 2,629 | 0.69% | 0.73% | 211 | -6,111 | -5.62% | Q1 2026 | Apr 10, 2026 |
| JBR Co Financial Management Inc | History | No change | 100,915 | 2,598 | 1.09% | 1.09% | 212 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Orin Green Financial, LLC | History | Reduced | 100,214 | 2,567 | 1.05% | 1.04% | 213 | -376 | -0.37% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 98,499 | 2,523 | 0.04% | 0.04% | 214 | +28,865 | 41.45% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 96,772 | 2,479 | 0.03% | 0.04% | 215 | -31,701 | -24.68% | Q1 2026 | Apr 28, 2026 |
| Breakwater Investment Management | History | Added to | 96,049 | 2,460 | 0.91% | 0.62% | 216 | +29,789 | 44.96% | Q1 2026 | May 14, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 95,021 | 2,434 | 2.26% | 2.03% | 217 | +5,212 | 5.8% | Q1 2026 | Apr 07, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 92,559 | 2,371 | 0.54% | 0.53% | 218 | +2,621 | 2.91% | Q1 2026 | Apr 28, 2026 |
| Busey Bank | History | Reduced | 92,170 | 2,361 | 0.06% | 0.08% | 219 | -25,087 | -21.39% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 91,171 | 2,335 | 0.01% | 0.02% | 220 | -44,320 | -32.71% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 90,401 | 2,309 | 0.08% | 0.09% | 221 | +1,768 | 1.99% | Q1 2026 | May 15, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 88,124 | 2,257 | 1.02% | 1.01% | 222 | -501 | -0.57% | Q1 2026 | May 05, 2026 |
| Core Wealth Partners LLC | History | Reduced | 86,836 | 2,224 | 1.03% | 1.13% | 223 | -10,808 | -11.07% | Q1 2026 | May 08, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 84,460 | 2,163 | 0.09% | 0.09% | 224 | -1 | -0.0% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Group, LLC | History | Added to | 83,038 | 2,127 | 0.99% | 0.99% | 225 | +3,091 | 3.87% | Q1 2026 | Apr 23, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 82,443 | 2,112 | 1.29% | 1.12% | 226 | +13,087 | 18.87% | Q1 2026 | Apr 21, 2026 |
| Mill Capital Management, LLC | History | Added to | 81,113 | 2,078 | 0.16% | 0.11% | 227 | +22,129 | 37.52% | Q1 2026 | May 04, 2026 |
| Winch Advisory Services, LLC | History | Added to | 80,717 | 2,067 | 0.47% | 0.45% | 228 | +2,126 | 2.71% | Q1 2026 | Apr 30, 2026 |
| Fermata Advisors, LLC | History | Reduced | 80,071 | 2,051 | 0.46% | 0.5% | 229 | -286 | -0.36% | Q1 2026 | Apr 08, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 79,771 | 2,043 | 0.41% | 0.3% | 230 | +28,699 | 56.19% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 77,371 | 1,982 | 0.14% | 0.03% | 231 | +64,712 | 511.19% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 75,422 | 1,932 | 0.13% | 0.12% | 232 | +6,129 | 8.85% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 74,594 | 1,911 | 0.08% | 0.09% | 233 | +205 | 0.28% | Q1 2026 | Apr 28, 2026 |
| Gambit Capital Management, LLC | History | Added to | 71,670 | 1,836 | 1.26% | 1.23% | 234 | +4,786 | 7.16% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 70,590 | 1,809 | 0.0% | 0.0% | 235 | +9,231 | 15.04% | Q1 2026 | May 13, 2026 |
| E&G Advisors, LP | History | Reduced | 70,259 | 1,799 | 0.4% | 0.41% | 236 | -179 | -0.25% | Q1 2026 | Apr 21, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 70,162 | 1,792 | 0.6% | 0.58% | 237 | +1,671 | 2.44% | Q1 2026 | Apr 27, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 69,823 | 1,788 | 1.02% | — | 238 | +69,823 | New | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | New | 69,490 | 1,780 | 0.01% | — | 239 | +69,490 | New | Q1 2026 | May 15, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 67,916 | 1,740 | 0.28% | 1.49% | 240 | -269,632 | -79.88% | Q1 2026 | Apr 09, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 67,726 | 1,735 | 0.39% | 0.38% | 241 | +4,424 | 6.99% | Q1 2026 | Apr 22, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 66,384 | 1,700 | 0.11% | 0.1% | 242 | +3,525 | 5.61% | Q1 2026 | Apr 27, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 65,310 | 1,673 | 0.0% | — | 243 | +65,310 | New | Q1 2026 | May 15, 2026 |
| TMB Capital Partners, LLC | History | Added to | 64,810 | 1,660 | 0.56% | 0.55% | 244 | +2,544 | 4.09% | Q1 2026 | May 08, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 63,775 | 1,633 | 0.04% | — | 246 | +63,775 | New | Q1 2026 | May 15, 2026 |
| HF Advisory Group, LLC | History | Added to | 63,762 | 1,633 | 0.56% | 0.52% | 245 | +5,571 | 9.57% | Q1 2026 | Apr 21, 2026 |
| Prospect Financial Group LLC | History | Reduced | 63,030 | 1,614 | 1.49% | 1.51% | 247 | -257 | -0.41% | Q1 2026 | May 05, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 62,898 | 1,611 | 0.41% | 0.47% | 248 | -7,145 | -10.2% | Q1 2026 | Apr 09, 2026 |
| United Advisor Group, LLC | History | Added to | 62,851 | 1,610 | 0.2% | 0.17% | 249 | +10,256 | 19.5% | Q1 2026 | Apr 17, 2026 |
| Carnegie Investment Counsel | History | Added to | 61,109 | 1,565 | 0.03% | 0.03% | 250 | +2,420 | 4.12% | Q1 2026 | May 01, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 60,718 | 1,555 | 1.09% | 1.02% | 251 | -15 | -0.02% | Q1 2026 | May 14, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 59,896 | 1,534 | 0.85% | 0.92% | 252 | +2,843 | 4.98% | Q1 2026 | Apr 16, 2026 |
| Sanchez Levi Garrett | History | New | 58,813 | 1,506 | 0.94% | — | 253 | +58,813 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 58,479 | 1,505 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 57,664 | 1,477 | 0.0% | 0.0% | 255 | -4,283 | -6.91% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 57,154 | 1,464 | 0.02% | 0.02% | 256 | -785 | -1.35% | Q1 2026 | Apr 20, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 55,964 | 1,433 | 0.14% | 0.14% | 257 | +1,421 | 2.61% | Q1 2026 | Apr 29, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 55,672 | 1,426 | 0.58% | 0.58% | 258 | -1,412 | -2.47% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 55,538 | 1,422 | 0.09% | 0.09% | 259 | +344 | 0.62% | Q1 2026 | May 13, 2026 |
| First Financial Bank - Trust Division | History | Added to | 54,345 | 1,392 | 0.11% | 0.11% | 260 | +700 | 1.3% | Q1 2026 | Apr 01, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 54,239 | 1,389 | 0.15% | 0.16% | 261 | -1,295 | -2.33% | Q1 2026 | May 11, 2026 |
| Balance Wealth, LLC | History | Reduced | 53,923 | 1,381 | 0.43% | 0.45% | 262 | -1,116 | -2.03% | Q1 2026 | Apr 20, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 53,430 | 1,369 | 0.29% | 0.32% | 263 | -1,125 | -2.06% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 53,130 | 1,361 | 0.0% | — | 264 | +53,130 | New | Q1 2026 | May 01, 2026 |
| Advisor Resource Council | History | Added to | 51,429 | 1,317 | 0.43% | 0.41% | 266 | +6,489 | 14.44% | Q1 2026 | May 07, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 51,441 | 1,317 | 0.19% | 0.17% | 265 | +4,051 | 8.55% | Q1 2026 | Apr 27, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 50,402 | 1,291 | 0.29% | 0.29% | 267 | +1,000 | 2.02% | Q1 2026 | Apr 23, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 50,255 | 1,287 | 0.49% | 0.2% | 268 | +29,220 | 138.91% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 50,086 | 1,283 | 0.02% | 0.02% | 269 | -3,147 | -5.91% | Q1 2026 | May 15, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 49,962 | 1,280 | 1.05% | 1.07% | 270 | -752 | -1.48% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 49,871 | 1,277 | 0.84% | 0.89% | 271 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Brown Financial Advisors | History | Reduced | 49,607 | 1,270 | 0.48% | 0.75% | 272 | -29,745 | -37.48% | Q1 2026 | May 15, 2026 |
| G&S Capital LLC | History | Reduced | 48,820 | 1,250 | 0.44% | 0.6% | 273 | -17,186 | -26.04% | Q1 2026 | Apr 07, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 48,677 | 1,247 | 0.91% | 0.85% | 274 | +1,864 | 3.98% | Q1 2026 | May 07, 2026 |
| Altus Wealth Group LLC | History | Added to | 47,800 | 1,224 | 0.5% | 0.47% | 275 | +2,244 | 4.93% | Q1 2026 | Apr 27, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 46,216 | 1,184 | 0.46% | 0.57% | 276 | -4,729 | -9.28% | Q1 2026 | Apr 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 45,898 | 1,175 | 0.0% | 0.0% | 277 | -39,810 | -46.45% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 45,504 | 1,165 | 0.04% | 0.01% | 278 | +12,358 | 37.28% | Q1 2026 | Apr 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 42,558 | 1,090 | 0.14% | 0.14% | 279 | +2,108 | 5.21% | Q1 2026 | Apr 28, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 41,958 | 1,079 | 0.28% | 0.31% | 280 | -976 | -2.27% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 41,820 | 1,071 | 0.5% | 0.47% | 281 | +205 | 0.49% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 41,606 | 1,065 | 0.14% | — | 282 | +41,606 | New | Q1 2026 | Apr 13, 2026 |
| TKG Advisors, LLC | History | Reduced | 41,527 | 1,063 | 0.44% | 0.62% | 283 | -18,236 | -30.51% | Q1 2026 | Apr 24, 2026 |
| Tandem Financial, LLC | History | New | 41,291 | 1,057 | 0.34% | — | 284 | +41,291 | New | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 40,884 | 1,047 | 0.04% | 0.06% | 285 | -21,155 | -34.1% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 40,548 | 1,038 | 0.09% | 0.11% | 286 | -8,375 | -17.12% | Q1 2026 | Apr 30, 2026 |
| Vise Technologies, Inc. | History | No change | 40,149 | 1,033 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fortis Capital Advisors, LLC | History | New | 39,660 | 1,016 | 0.13% | — | 288 | +39,660 | New | Q1 2026 | Apr 28, 2026 |
| Ascentis Independent Advisors | History | New | 39,124 | 1,002 | 0.08% | — | 289 | +39,124 | New | Q1 2026 | Apr 28, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 38,669 | 990 | 0.39% | 0.38% | 290 | +2,392 | 6.59% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 38,482 | 985 | 0.01% | 0.02% | 291 | -19,806 | -33.98% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 37,419 | 956 | 0.01% | 0.01% | 292 | -1,990 | -5.05% | Q1 2026 | Apr 07, 2026 |
| PKS Advisory Services, LLC | History | Added to | 37,150 | 951 | 0.22% | 0.21% | 293 | +1,436 | 4.02% | Q1 2026 | May 13, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 37,093 | 950 | 0.4% | 3.04% | 294 | -281,112 | -88.34% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | New | 35,359 | 905 | 0.19% | — | 295 | +35,359 | New | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 34,981 | 896 | 0.02% | 0.02% | 296 | +807 | 2.36% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Reduced | 34,295 | 878 | 0.01% | 0.01% | 297 | -27,890 | -44.85% | Q1 2026 | Apr 15, 2026 |
| MSH Capital Advisors LLC | History | Added to | 34,215 | 876 | 0.19% | 0.19% | 298 | +243 | 0.72% | Q1 2026 | May 08, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 32,953 | 844 | 0.25% | 0.47% | 299 | -27,311 | -45.32% | Q1 2026 | May 04, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 32,775 | 843 | 0.06% | 0.06% | 301 | +2,146 | 7.01% | Q1 2026 | Apr 29, 2026 |