SPDR INDEX SHARES FUNDS - SPDW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 133,821,065 | 6,108,931 | 4.14% | 3.98% | 1 | +8,686,628 | 6.94% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 55,849,043 | 2,549,508 | 5.18% | 4.81% | 2 | -1,368,150 | -2.39% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 38,025,802 | 1,735,877 | 0.46% | 0.45% | 3 | +681,940 | 1.83% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Reduced | 29,472,844 | 1,345,435 | 5.45% | 5.42% | 4 | -317,994 | -1.07% | Q1 2026 | May 14, 2026 |
| Auto-Owners Insurance Co | History | No change | 19,637,666 | 896,459 | 18.77% | 18.31% | 5 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Added to | 17,682,357 | 807,199 | 2.12% | 1.87% | 6 | +2,161,800 | 13.93% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 16,480,575 | 752,338 | 0.05% | 0.03% | 7 | +4,564,687 | 38.31% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,344,665 | 609,183 | 0.08% | 0.0% | 8 | +13,236,509 | 12238.35% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 12,291,718 | 561,116 | 2.16% | — | 9 | +12,291,718 | New | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,928,162 | 407,570 | 0.11% | 0.1% | 10 | +961,150 | 12.06% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 8,789,986 | 401,262 | 0.06% | 0.06% | 11 | +393,931 | 4.69% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 8,266,335 | 377,358 | 0.71% | 0.63% | 12 | +851,639 | 11.49% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 7,886,187 | 360,004 | 0.01% | 0.01% | 13 | -571,296 | -6.75% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 6,371,313 | 290,850 | 2.46% | 2.26% | 14 | +45,296 | 0.72% | Q1 2026 | May 11, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 6,039,200 | 275,689 | 6.5% | — | 15 | +6,039,200 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,726,102 | 261,396 | 0.37% | 0.34% | 16 | +14,589 | 0.26% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,153,537 | 235,259 | 0.22% | 0.21% | 17 | -141,004 | -2.66% | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Reduced | 4,774,505 | 217,956 | 2.44% | 2.7% | 18 | -31,151 | -0.65% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,665,294 | 212,970 | 0.02% | 0.02% | 19 | -2,297,169 | -32.99% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 4,474,043 | 204,204 | 0.24% | 0.25% | 20 | -185,006 | -3.97% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,407,055 | 201,186 | 0.29% | 0.3% | 21 | -177,181 | -3.87% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,227,683 | 192,993 | 0.2% | 0.19% | 22 | +268,174 | 6.77% | Q1 2026 | May 05, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,093,030 | 186,848 | 5.11% | 5.18% | 23 | -190,957 | -4.46% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,988,098 | 182,056 | 0.06% | 0.04% | 24 | +892,416 | 28.83% | Q1 2026 | May 14, 2026 |
| Stadion Money Management, LLC | History | Reduced | 3,938,291 | 179,783 | 18.08% | 15.86% | 25 | -467,730 | -10.62% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,875,058 | 176,895 | 1.76% | 1.98% | 26 | -149,041 | -3.7% | Q1 2026 | May 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 3,593,551 | 164,045 | 16.48% | 15.87% | 27 | +27,214 | 0.76% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,118,182 | 142,352 | 0.03% | 0.03% | 28 | +370,130 | 13.47% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,100,372 | 141,531 | 1.29% | 1.7% | 29 | +58,391 | 1.92% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,929,518 | 133,732 | 0.18% | 0.11% | 30 | +1,002,634 | 52.03% | Q1 2026 | Apr 27, 2026 |
| VICUS CAPITAL | History | Added to | 2,876,162 | 131,296 | 9.65% | 5.98% | 31 | +1,082,267 | 60.33% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 2,875,556 | 131,268 | 0.52% | 0.5% | 32 | -46,752 | -1.6% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,666,364 | 121,719 | 0.07% | 0.07% | 33 | +122,903 | 4.83% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,716,598 | 120,644 | 0.78% | 0.78% | 34 | +131,178 | 5.07% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Added to | 2,506,993 | 114,444 | 9.53% | 8.76% | 35 | +249,546 | 11.05% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 2,493,051 | 113,808 | 3.6% | — | 36 | +2,493,051 | New | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 2,448,660 | 111,781 | 2.65% | 2.56% | 37 | -136,862 | -5.29% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,437,302 | 111,262 | 0.62% | 0.41% | 38 | -221,576 | -8.33% | Q1 2026 | Apr 29, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | New | 2,352,670 | 107,399 | 0.08% | — | 39 | +2,352,670 | New | Q1 2026 | May 13, 2026 |
| Gradient Investments LLC | History | Added to | 2,265,319 | 103,411 | 1.6% | 1.54% | 40 | +79,385 | 3.63% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Added to | 2,259,941 | 103,166 | 0.11% | 0.1% | 41 | +108,548 | 5.05% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 2,254,946 | 102,938 | 0.09% | 0.1% | 42 | -51,956 | -2.25% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 2,236,073 | 102,076 | 1.1% | 0.2% | 43 | +2,048,123 | 1089.72% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 2,225,192 | 101,579 | 3.66% | 3.65% | 44 | -6,678 | -0.3% | Q1 2026 | May 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 2,013,662 | 99,313 | 3.81% | 3.63% | 45 | +31,056 | 1.57% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,154,387 | 98,347 | 0.27% | 0.2% | 46 | +348,972 | 19.33% | Q1 2026 | May 04, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 2,096,149 | 95,689 | 18.11% | 18.09% | 47 | -51,391 | -2.39% | Q1 2026 | Apr 09, 2026 |
| Cerity Partners LLC | History | Added to | 2,090,453 | 95,429 | 0.13% | 0.08% | 48 | +856,350 | 69.39% | Q1 2026 | May 15, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 2,076,370 | 94,786 | 4.19% | 3.9% | 49 | -23,062 | -1.1% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 2,055,459 | 93,831 | 3.01% | 1.58% | 50 | +1,023 | 0.05% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Reduced | 2,048,361 | 93,507 | 0.19% | 0.2% | 51 | -180,252 | -8.09% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,028,656 | 92,608 | 0.43% | 0.42% | 52 | +15,653 | 0.78% | Q1 2026 | Apr 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,971,124 | 89,981 | 0.02% | 0.01% | 53 | +199,882 | 11.28% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Added to | 1,957,231 | 89,347 | 1.93% | 1.09% | 54 | +575,683 | 41.67% | Q1 2026 | May 07, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 1,949,500 | 88,994 | 0.57% | — | 55 | +1,949,500 | New | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,912,258 | 87,294 | 0.62% | 0.63% | 56 | +36,447 | 1.94% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | Added to | 1,910,187 | 87,200 | 0.42% | 0.47% | 57 | +34,705 | 1.85% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,972,288 | 87,155 | 0.01% | 0.01% | 58 | +135,531 | 7.38% | Q1 2026 | May 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 1,880,432 | 85,841 | 11.42% | 9.64% | 59 | +252,527 | 15.51% | Q1 2026 | Apr 09, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,839,191 | 83,959 | 0.01% | 0.01% | 60 | -41,566 | -2.21% | Q1 2026 | May 15, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 1,804,741 | 82,386 | 9.08% | 8.88% | 61 | +30,650 | 1.73% | Q1 2026 | May 14, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 1,798,075 | 82,082 | 6.05% | 6.42% | 62 | -171,607 | -8.71% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,785,054 | 81,488 | 0.64% | 0.65% | 63 | +53,084 | 3.06% | Q1 2026 | Apr 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,693,142 | 77,290 | 0.11% | 0.09% | 64 | +64,494 | 3.96% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,615,919 | 77,176 | 1.38% | 2.24% | 65 | +569,801 | 54.47% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 1,611,462 | 73,563 | 7.68% | 0.0% | 66 | +1,611,338 | 1299466.13% | Q1 2026 | May 04, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,592,493 | 72,697 | 1.13% | 1.09% | 67 | -44,789 | -2.74% | Q1 2026 | Apr 01, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,551,434 | 70,823 | 2.97% | — | 68 | +1,551,434 | New | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,504,612 | 66,819 | 0.02% | 0.02% | 69 | +214,470 | 16.62% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,456,505 | 66,489 | 0.12% | 0.12% | 70 | -3,644 | -0.25% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | Added to | 1,414,453 | 64,569 | 0.63% | 0.45% | 71 | +297,772 | 26.67% | Q1 2026 | Apr 27, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,388,924 | 63,404 | 1.1% | 1.1% | 72 | +72,548 | 5.51% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,387,965 | 63,361 | 0.16% | 0.17% | 73 | -55,921 | -3.87% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,386,698 | 63,302 | 1.23% | 1.11% | 74 | +112,867 | 8.86% | Q1 2026 | Apr 14, 2026 |
| TRUEFG, LLC | History | Reduced | 1,378,289 | 62,918 | 16.68% | 16.51% | 75 | -6,919 | -0.5% | Q1 2026 | Apr 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 1,264,278 | 57,713 | 7.61% | 6.93% | 76 | +140,395 | 12.49% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,234,996 | 56,377 | 0.11% | 0.1% | 77 | -1,450 | -0.12% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,222,405 | 55,802 | 0.63% | 0.61% | 78 | +10,780 | 0.89% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 1,218,725 | 55,634 | 0.0% | 0.0% | 79 | +669,960 | 122.09% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,187,270 | 54,661 | 0.11% | 0.12% | 80 | -831,173 | -41.18% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,180,997 | 53,912 | 0.43% | 0.5% | 81 | +240,849 | 25.62% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 1,163,737 | 53,124 | 6.82% | 6.56% | 82 | +23,100 | 2.03% | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Reduced | 1,163,422 | 53,110 | 4.19% | 4.17% | 83 | -22,450 | -1.89% | Q1 2026 | Apr 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1,156,018 | 52,772 | 2.55% | 3.35% | 84 | -432,317 | -27.22% | Q1 2026 | Apr 17, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 1,126,738 | 51,435 | 4.15% | 4.08% | 85 | +23,539 | 2.13% | Q1 2026 | May 13, 2026 |
| TTP Investments, Inc. | History | New | 1,117,102 | 50,995 | 21.26% | — | 86 | +1,117,102 | New | Q1 2026 | Apr 16, 2026 |
| Brio Consultants, LLC | History | Added to | 976,036 | 48,011 | 5.87% | 5.61% | 87 | +3,752 | 0.39% | Q1 2026 | May 06, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 1,002,460 | 45,762 | 4.46% | 4.49% | 88 | -32,878 | -3.18% | Q1 2026 | Apr 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 976,726 | 44,587 | 2.71% | 1.45% | 89 | -12,618,642 | -92.82% | Q1 2026 | May 12, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 959,770 | 44,523 | 7.29% | 7.27% | 90 | -31,822 | -3.21% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 977,517 | 43,411 | 0.77% | 0.77% | 91 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ballentine Partners, LLC | History | Added to | 891,786 | 40,710 | 0.57% | 0.55% | 92 | +4,834 | 0.55% | Q1 2026 | May 14, 2026 |
| TSG Advice Partners, LLC | History | New | 828,748 | 37,832 | 5.67% | — | 93 | +828,748 | New | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 826,336 | 37,722 | 0.21% | 0.21% | 94 | +11,312 | 1.39% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 825,847 | 37,699 | 0.78% | 0.79% | 95 | +31,259 | 3.93% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 812,605 | 37,095 | 0.29% | 0.25% | 96 | +23,959 | 3.04% | Q1 2026 | May 11, 2026 |
| KWB Wealth | History | Reduced | 830,400 | 36,878 | 3.65% | 3.78% | 97 | -69,312 | -7.7% | Q1 2026 | Apr 08, 2026 |
| ProVise Management Group, LLC | History | Added to | 798,533 | 36,453 | 2.62% | 2.49% | 98 | +10,229 | 1.3% | Q1 2026 | May 06, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 793,276 | 36,213 | 6.44% | 6.81% | 99 | -18,073 | -2.23% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 791,394 | 36,127 | 0.19% | 0.2% | 100 | +133,342 | 20.26% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 798,373 | 35,455 | 2.63% | 2.63% | 101 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 761,956 | 35,362 | 0.33% | 0.21% | 102 | +318,099 | 71.67% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 771,055 | 35,198 | 0.82% | 0.82% | 103 | +15,738 | 2.08% | Q1 2026 | May 04, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 768,706 | 35,091 | 4.72% | 5.46% | 104 | +5,681 | 0.74% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Added to | 763,350 | 34,846 | 4.52% | 4.27% | 105 | +22,372 | 3.02% | Q1 2026 | May 01, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 750,306 | 34,251 | 1.43% | 1.49% | 106 | -29,720 | -3.81% | Q1 2026 | May 07, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 747,992 | 34,145 | 5.77% | 5.58% | 107 | +22,840 | 3.15% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 733,830 | 33,499 | 2.57% | 2.43% | 108 | +12,282 | 1.7% | Q1 2026 | Apr 08, 2026 |
| Auour Investments LLC | History | Added to | 733,723 | 33,494 | 10.54% | 10.21% | 109 | +10,948 | 1.51% | Q1 2026 | Apr 20, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 732,220 | 33,425 | 0.01% | 0.01% | 110 | -40,460 | -5.24% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 665,721 | 32,973 | 0.49% | 0.57% | 111 | +17,491 | 2.7% | Q1 2026 | Apr 20, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 721,334 | 32,928 | 12.42% | 12.6% | 112 | -29,969 | -3.99% | Q1 2026 | Apr 22, 2026 |
| Gibbs Wealth Management | History | Added to | 715,139 | 32,646 | 4.28% | 3.5% | 113 | +399,621 | 126.66% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 713,109 | 32,553 | 0.95% | 0.88% | 114 | +48,570 | 7.31% | Q1 2026 | Apr 14, 2026 |
| OneAscent Financial Services LLC | History | New | 708,441 | 32,340 | 1.75% | — | 115 | +708,441 | New | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Added to | 707,910 | 32,316 | 0.04% | 0.03% | 116 | +79,744 | 12.69% | Q1 2026 | May 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 673,462 | 30,743 | 14.04% | 14.35% | 117 | -8,696 | -1.27% | Q1 2026 | Apr 20, 2026 |
| ERn Financial, LLC | History | Reduced | 655,788 | 29,936 | 5.63% | 5.71% | 118 | -28,365 | -4.15% | Q1 2026 | Apr 24, 2026 |
| Rinkey Investments | History | Reduced | 651,963 | 29,762 | 7.61% | 7.83% | 119 | -42,531 | -6.12% | Q1 2026 | May 11, 2026 |
| Flagstone Financial Management | History | Reduced | 651,133 | 29,724 | 7.38% | 7.48% | 120 | -6,058 | -0.92% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 650,316 | 29,686 | 0.01% | 0.0% | 121 | +20,671 | 3.28% | Q1 2026 | May 05, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 648,321 | 29,595 | 9.16% | 8.74% | 122 | +48,971 | 8.17% | Q1 2026 | May 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 644,327 | 29,413 | 1.44% | 1.16% | 123 | +114,700 | 21.66% | Q1 2026 | May 04, 2026 |
| Compton Financial Group, LLC | History | Reduced | 638,728 | 29,157 | 6.44% | 7.58% | 124 | -115,163 | -15.28% | Q1 2026 | Apr 28, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 636,000 | 29,033 | 7.83% | 7.55% | 125 | +25,866 | 4.24% | Q1 2026 | May 05, 2026 |
| Fiduciary Alliance LLC | History | Added to | 592,378 | 28,955 | 1.75% | 1.6% | 126 | +42,280 | 7.69% | Q1 2026 | Apr 20, 2026 |
| Second Line Capital, LLC | History | Reduced | 584,407 | 28,618 | 5.42% | 5.41% | 127 | -7,945 | -1.34% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 613,126 | 27,989 | 0.79% | 0.76% | 128 | +24,576 | 4.18% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 605,577 | 27,644 | 2.07% | 1.99% | 129 | -1,059 | -0.17% | Q1 2026 | May 04, 2026 |
| GM Advisory Group, LLC | History | Added to | 601,166 | 27,443 | 1.06% | 0.95% | 130 | +56,906 | 10.46% | Q1 2026 | Apr 28, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 600,699 | 27,421 | 0.39% | 0.41% | 131 | +23,179 | 4.01% | Q1 2026 | Apr 10, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 590,506 | 26,956 | 6.35% | 6.15% | 132 | -2,435 | -0.41% | Q1 2026 | Apr 23, 2026 |
| JDM Financial Group LLC | History | Added to | 744,083 | 26,838 | 10.35% | 9.07% | 133 | +89,654 | 13.7% | Q1 2026 | May 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 582,238 | 26,579 | 0.0% | 0.0% | 134 | +26,526 | 4.77% | Q1 2026 | May 15, 2026 |
| Headland Capital, LLC | History | Added to | 580,365 | 26,493 | 7.46% | 7.02% | 135 | +12,484 | 2.2% | Q1 2026 | May 04, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 574,518 | 26,226 | 7.84% | 7.47% | 136 | +17,417 | 3.13% | Q1 2026 | May 20, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 533,502 | 25,853 | 5.5% | 5.75% | 137 | +19,099 | 3.71% | Q1 2026 | Apr 28, 2026 |
| Treasure Coast Financial Planning | History | Added to | 553,081 | 25,248 | 13.0% | 12.94% | 138 | +4,359 | 0.79% | Q1 2026 | May 11, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 541,704 | 24,728 | 2.52% | 3.59% | 139 | -213,183 | -28.24% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 526,476 | 24,033 | 0.49% | 0.61% | 140 | -151,343 | -22.33% | Q1 2026 | Apr 15, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 523,769 | 23,910 | 0.95% | 0.85% | 141 | +30,170 | 6.11% | Q1 2026 | Apr 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 517,962 | 23,644 | 1.12% | 1.12% | 142 | -6,217 | -1.19% | Q1 2026 | Apr 28, 2026 |
| Vivaldi Capital Management LP | History | Added to | 515,727 | 23,542 | 3.25% | 2.66% | 143 | +74,457 | 16.87% | Q1 2026 | May 14, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 505,524 | 23,077 | 11.12% | 11.84% | 144 | -34,652 | -6.41% | Q1 2026 | Apr 29, 2026 |
| JT Stratford LLC | History | Added to | 497,402 | 22,706 | 2.89% | 2.28% | 145 | +97,075 | 24.25% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 496,235 | 22,653 | 0.03% | 0.03% | 146 | -2,052 | -0.41% | Q1 2026 | May 14, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 492,027 | 22,461 | 5.69% | — | 147 | +492,027 | New | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 487,362 | 22,248 | 1.73% | 1.23% | 148 | +137,755 | 39.4% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 479,913 | 21,908 | 0.16% | 0.17% | 149 | +16,340 | 3.52% | Q1 2026 | Apr 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 461,791 | 21,080 | 2.78% | 2.43% | 150 | +38,999 | 9.22% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 459,812 | 20,990 | 0.16% | 0.17% | 151 | -16,268 | -3.42% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 458,502 | 20,930 | 0.56% | 0.51% | 152 | +10,416 | 2.32% | Q1 2026 | May 14, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 457,984 | 20,906 | 8.38% | 7.81% | 153 | +50,943 | 12.52% | Q1 2026 | Apr 30, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Reduced | 452,684 | 20,665 | 9.37% | 9.11% | 154 | -5,992 | -1.31% | Q1 2026 | May 01, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 452,512 | 20,657 | 3.18% | 3.27% | 155 | -75,112 | -14.24% | Q1 2026 | May 06, 2026 |
| WRAPMANAGER INC | History | Added to | 437,340 | 19,964 | 6.94% | 5.53% | 156 | +69,153 | 18.78% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 435,784 | 19,893 | 0.24% | 0.24% | 157 | -3,661 | -0.83% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 172,193 | 19,746 | 0.91% | 0.1% | 158 | -450,560 | -72.35% | Q1 2026 | May 15, 2026 |
| Values Added Financial LLC | History | Added to | 428,469 | 19,559 | 8.23% | 7.47% | 159 | +29,899 | 7.5% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Added to | 418,854 | 19,120 | 0.21% | 0.2% | 160 | +22,202 | 5.6% | Q1 2026 | May 05, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 414,844 | 18,937 | 2.11% | 1.94% | 161 | +38,303 | 10.17% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 407,110 | 18,584 | 0.07% | 0.07% | 162 | +49,810 | 13.94% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Added to | 406,494 | 18,556 | 0.43% | 0.43% | 163 | +11,692 | 2.96% | Q1 2026 | May 15, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 400,523 | 18,283 | 7.26% | 5.5% | 164 | +67,243 | 20.18% | Q1 2026 | Apr 14, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 370,987 | 18,193 | 2.48% | 2.98% | 165 | +21,472 | 6.14% | Q1 2026 | May 11, 2026 |
| Portside Wealth Group, LLC | History | Added to | 398,503 | 18,191 | 2.46% | 2.22% | 166 | +27,497 | 7.41% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 389,085 | 17,761 | 0.03% | 0.01% | 167 | +346,195 | 807.17% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 385,282 | 17,588 | 0.01% | 0.01% | 168 | +129,317 | 50.52% | Q1 2026 | May 11, 2026 |
| Mason & Associates, LLC | History | Reduced | 383,909 | 17,525 | 4.01% | 4.04% | 169 | -16,215 | -4.05% | Q1 2026 | Apr 21, 2026 |
| Empowered Funds, LLC | History | Added to | 382,988 | 17,483 | 0.11% | 0.19% | 170 | +136,571 | 55.42% | Q1 2026 | May 14, 2026 |
| Goodman Financial Corp | History | Reduced | 380,754 | 17,381 | 2.99% | 6.88% | 171 | -437,485 | -53.47% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 376,600 | 17,191 | 0.01% | — | 172 | +376,600 | New | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 365,956 | 16,705 | 0.61% | 0.59% | 173 | +1,198 | 0.33% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 365,369 | 16,679 | 7.2% | 6.24% | 174 | +40,713 | 12.54% | Q1 2026 | May 01, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 365,049 | 16,664 | 1.49% | 1.9% | 175 | -3,278 | -0.89% | Q1 2026 | May 12, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 360,377 | 16,451 | 1.67% | 1.65% | 176 | -6,291 | -1.72% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | Added to | 349,934 | 15,974 | 0.17% | 0.16% | 177 | +872 | 0.25% | Q1 2026 | May 11, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 349,628 | 15,960 | 1.17% | 1.16% | 178 | -11,751 | -3.25% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 347,757 | 15,875 | 0.09% | 0.08% | 179 | +35,948 | 11.53% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 341,282 | 15,579 | 0.2% | 0.07% | 180 | +238,787 | 232.97% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 337,621 | 15,412 | 0.06% | 0.06% | 181 | +3,798 | 1.14% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 337,579 | 15,410 | 0.28% | 0.34% | 182 | -74,537 | -18.09% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 336,054 | 15,340 | 0.77% | 0.67% | 183 | +46,770 | 16.17% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | Added to | 334,773 | 15,293 | 0.08% | 0.06% | 184 | +83,710 | 33.34% | Q1 2026 | May 15, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 334,411 | 15,265 | 6.67% | 6.26% | 185 | -29,676 | -8.15% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 342,022 | 15,189 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 330,930 | 15,106 | 5.19% | 5.69% | 187 | -35,616 | -9.72% | Q1 2026 | Apr 22, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 330,635 | 15,093 | 4.62% | 12.61% | 188 | -597,823 | -64.39% | Q1 2026 | Apr 13, 2026 |
| Summit Global Investments | History | Reduced | 328,991 | 15,018 | 0.89% | 2.81% | 189 | -740,072 | -69.23% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 328,131 | 14,979 | 0.37% | 0.36% | 190 | +777 | 0.24% | Q1 2026 | Apr 29, 2026 |
| Probity Advisors, Inc. | History | Reduced | 325,218 | 14,846 | 2.35% | 2.36% | 191 | -6,432 | -1.94% | Q1 2026 | Apr 28, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 304,848 | 14,772 | 6.22% | 6.18% | 192 | +13,143 | 4.51% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 322,109 | 14,704 | 0.02% | 0.01% | 193 | +142,770 | 79.61% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 320,412 | 14,626 | 0.95% | 0.98% | 194 | -29,186 | -8.35% | Q1 2026 | May 05, 2026 |
| Macco Financial Group, Inc. | History | Added to | 318,789 | 14,552 | 11.02% | 9.68% | 195 | +65,278 | 25.75% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 316,393 | 14,443 | 0.12% | 0.19% | 196 | -264,748 | -45.56% | Q1 2026 | May 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 315,068 | 14,382 | 3.73% | 3.69% | 197 | -6,931 | -2.15% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Added to | 314,238 | 14,344 | 0.16% | 0.12% | 198 | +71,837 | 29.64% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 309,665 | 14,136 | 0.22% | 0.24% | 199 | +48,679 | 18.65% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 306,971 | 14,013 | 0.96% | 0.95% | 200 | +38,766 | 14.45% | Q1 2026 | Apr 17, 2026 |
| Sanchez Wealth Management Group | History | Added to | 306,344 | 13,984 | 3.02% | 2.87% | 201 | +3,840 | 1.27% | Q1 2026 | Apr 29, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 306,052 | 13,971 | 2.07% | 2.61% | 202 | -79,406 | -20.6% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 303,236 | 13,843 | 0.25% | 0.22% | 203 | +40,750 | 15.52% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 298,256 | 13,615 | 1.22% | 1.15% | 204 | +13,615 | 4.78% | Q1 2026 | Apr 17, 2026 |
| Navigation Group, LLC | History | New | 298,134 | 13,609 | 3.19% | — | 205 | +298,134 | New | Q1 2026 | May 05, 2026 |
| PECAUT & CO. | History | Added to | 295,863 | 13,506 | 4.39% | 3.14% | 206 | +76,506 | 34.88% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 295,301 | 13,480 | 0.49% | 0.41% | 207 | +94,945 | 47.39% | Q1 2026 | May 19, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 292,243 | 13,340 | 6.45% | — | 208 | +292,243 | New | Q1 2026 | May 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 291,410 | 13,302 | 6.11% | 3.82% | 209 | +47,571 | 19.51% | Q1 2026 | May 05, 2026 |
| O'Connor Financial Group LLC | History | Added to | 291,328 | 13,299 | 5.44% | 5.41% | 210 | +928 | 0.32% | Q1 2026 | Apr 23, 2026 |
| Palatine Hill Wealth Management, LLC | History | Reduced | 290,359 | 13,254 | 11.54% | 13.49% | 211 | -86,336 | -22.92% | Q1 2026 | May 08, 2026 |
| Partners in Financial Planning | History | Reduced | 289,975 | 13,237 | 2.2% | 2.18% | 212 | -431 | -0.15% | Q1 2026 | May 11, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 289,571 | 13,218 | 1.36% | 1.3% | 213 | +1,792 | 0.62% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 286,371 | 13,072 | 0.16% | 0.14% | 214 | +49,757 | 21.03% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 285,646 | 13,039 | 0.0% | 0.0% | 215 | +14,218 | 5.24% | Q1 2026 | May 15, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 283,084 | 12,923 | 7.08% | 6.85% | 216 | -175 | -0.06% | Q1 2026 | May 07, 2026 |
| Clear Retirement Advice LLC | History | Added to | 281,259 | 12,839 | 10.08% | 10.32% | 217 | +1,572 | 0.56% | Q1 2026 | Apr 28, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 281,244 | 12,838 | 2.83% | 2.83% | 218 | -5,911 | -2.06% | Q1 2026 | Apr 03, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 279,765 | 12,771 | 5.64% | 5.56% | 219 | +4,774 | 1.74% | Q1 2026 | Apr 15, 2026 |
| DORVAL Corp | History | Reduced | 278,311 | 12,704 | 3.94% | 4.25% | 220 | -21,837 | -7.28% | Q1 2026 | Apr 22, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 276,912 | 12,641 | 1.04% | 1.05% | 221 | +6,621 | 2.45% | Q1 2026 | May 05, 2026 |
| Boltwood Capital Management | History | Reduced | 274,680 | 12,539 | 3.2% | 3.18% | 222 | -590 | -0.21% | Q1 2026 | Apr 07, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 272,766 | 12,451 | 3.27% | 3.33% | 223 | -15,438 | -5.36% | Q1 2026 | Apr 10, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 255,858 | 12,411 | 9.3% | 9.24% | 224 | +18,793 | 7.93% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 271,523 | 12,376 | 0.12% | 0.15% | 225 | -3,917 | -1.42% | Q1 2026 | May 13, 2026 |
| NovaPoint Capital, LLC | History | Added to | 268,597 | 12,261 | 3.08% | 2.66% | 226 | +36,029 | 15.49% | Q1 2026 | May 06, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 262,191 | 11,969 | 8.42% | 8.18% | 227 | +3,293 | 1.27% | Q1 2026 | Apr 23, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 261,746 | 11,948 | 2.7% | 2.97% | 228 | -38,470 | -12.81% | Q1 2026 | Apr 22, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 260,037 | 11,871 | 1.51% | 1.61% | 229 | -16,237 | -5.88% | Q1 2026 | Apr 16, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 253,360 | 11,565 | 4.67% | 4.2% | 230 | +19,917 | 8.53% | Q1 2026 | Apr 29, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 251,852 | 11,497 | 6.06% | 4.75% | 231 | +14,259 | 6.0% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 251,409 | 11,476 | 0.65% | 0.55% | 232 | +45,113 | 21.87% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 250,786 | 11,448 | 0.45% | 0.74% | 233 | +101,433 | 67.91% | Q1 2026 | May 15, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 246,584 | 11,256 | 3.68% | 3.45% | 234 | +7,798 | 3.27% | Q1 2026 | Apr 10, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 245,056 | 11,186 | 1.25% | 1.23% | 235 | -2,820 | -1.14% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 244,583 | 11,165 | 0.06% | 0.06% | 236 | +12,403 | 5.34% | Q1 2026 | May 13, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 244,233 | 11,149 | 8.02% | 8.12% | 237 | +4,834 | 2.02% | Q1 2026 | Apr 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 242,675 | 11,078 | 0.16% | 0.13% | 238 | +48,706 | 25.11% | Q1 2026 | Apr 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 239,953 | 10,953 | 0.15% | 0.1% | 239 | +86,916 | 56.79% | Q1 2026 | May 12, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 239,035 | 10,911 | 8.3% | 7.96% | 240 | +24,965 | 11.66% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 238,604 | 10,892 | 0.22% | 0.03% | 241 | +210,715 | 755.55% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 237,100 | 10,823 | 2.22% | 2.21% | 242 | -3,676 | -1.53% | Q1 2026 | Apr 06, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 237,066 | 10,822 | 2.98% | 2.96% | 243 | -2,357 | -0.98% | Q1 2026 | Apr 14, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 235,549 | 10,752 | 3.5% | 3.23% | 244 | +17,398 | 7.98% | Q1 2026 | May 08, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 232,694 | 10,622 | 4.07% | 2.77% | 245 | +74,603 | 47.19% | Q1 2026 | May 12, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 230,898 | 10,540 | 4.13% | 4.08% | 246 | +5,005 | 2.22% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Added to | 226,895 | 10,530 | 0.79% | 0.64% | 247 | +31,959 | 16.39% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 229,532 | 10,478 | 0.02% | 0.01% | 248 | +85,938 | 59.85% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 228,669 | 10,438 | 0.22% | 0.21% | 249 | +11,558 | 5.32% | Q1 2026 | May 01, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 227,987 | 10,407 | 2.86% | 2.65% | 250 | +20,281 | 9.76% | Q1 2026 | May 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 227,899 | 10,403 | 0.59% | 0.98% | 251 | -139,539 | -37.98% | Q1 2026 | Apr 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 224,086 | 10,229 | 0.28% | 0.24% | 252 | -135 | -0.06% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 222,749 | 10,168 | 0.45% | 0.46% | 253 | +3,808 | 1.74% | Q1 2026 | Apr 28, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 221,732 | 10,122 | 2.77% | 4.02% | 254 | -9,997 | -4.31% | Q1 2026 | Apr 27, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 221,540 | 10,113 | 1.23% | 1.04% | 255 | +20,769 | 10.34% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 217,576 | 9,932 | 0.75% | 0.7% | 256 | +5,977 | 2.82% | Q1 2026 | Apr 14, 2026 |
| Security Financial Services, INC. | History | No change | 222,641 | 9,887 | 1.55% | 1.55% | 257 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Collier Financial | History | Reduced | 211,873 | 9,672 | 7.38% | 7.22% | 258 | -4,634 | -2.14% | Q1 2026 | May 11, 2026 |
| Partnership Wealth Management, LLC | History | Reduced | 210,834 | 9,624 | 7.34% | 7.31% | 259 | -17,964 | -7.85% | Q1 2026 | Apr 08, 2026 |
| Xena Financial Planning, LLC | History | Added to | 207,551 | 9,484 | 10.7% | 10.81% | 260 | +274 | 0.13% | Q1 2026 | Apr 14, 2026 |
| Brown Financial Advisory | History | Added to | 207,722 | 9,482 | 4.7% | 4.63% | 261 | +1,505 | 0.73% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 190,315 | 9,304 | 5.97% | 5.46% | 262 | +14,231 | 8.08% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 199,594 | 9,200 | 0.82% | 0.7% | 263 | +19,279 | 10.69% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 207,597 | 9,199 | 0.0% | 0.0% | 264 | +73,764 | 55.12% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 199,721 | 9,117 | 0.11% | 0.13% | 265 | -60,410 | -23.22% | Q1 2026 | May 06, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 199,317 | 9,098 | 6.05% | 6.27% | 266 | -13,216 | -6.22% | Q1 2026 | May 07, 2026 |
| Orin Green Financial, LLC | History | Reduced | 198,499 | 9,061 | 3.72% | 3.62% | 268 | -5,295 | -2.6% | Q1 2026 | Apr 29, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 198,510 | 9,061 | 1.04% | 0.97% | 267 | +2,994 | 1.53% | Q1 2026 | May 11, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 195,441 | 8,921 | 8.27% | 8.18% | 269 | -14,322 | -6.83% | Q1 2026 | Apr 07, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 194,586 | 8,878 | 0.67% | 0.53% | 270 | -900 | -0.46% | Q1 2026 | May 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 192,988 | 8,809 | 0.6% | 0.54% | 271 | -739 | -0.38% | Q1 2026 | May 21, 2026 |
| Fortitude Financial, LLC | History | Reduced | 192,504 | 8,787 | 4.65% | 7.4% | 272 | -3,871 | -1.97% | Q1 2026 | Apr 23, 2026 |
| Truepoint, Inc. | History | Reduced | 191,311 | 8,733 | 0.19% | 0.21% | 273 | -22,446 | -10.5% | Q1 2026 | May 08, 2026 |
| Ignite Planners, LLC | History | Added to | 191,090 | 8,703 | 1.34% | 1.32% | 274 | +7,786 | 4.25% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 189,376 | 8,644 | 0.2% | 0.18% | 275 | +18,654 | 10.93% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 189,198 | 8,636 | 0.49% | 0.52% | 276 | +91,023 | 92.72% | Q1 2026 | Apr 22, 2026 |
| Squarepoint Ops LLC | History | Added to | 188,499 | 8,604 | 0.01% | 0.0% | 277 | +179,374 | 1965.74% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 185,880 | 8,485 | 0.09% | 0.08% | 278 | +12,317 | 7.1% | Q1 2026 | May 13, 2026 |
| IFS Advisors, LLC | History | Added to | 185,542 | 8,470 | 4.36% | 4.08% | 279 | +8,789 | 4.97% | Q1 2026 | Apr 06, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 184,370 | 8,416 | 1.54% | 1.5% | 280 | -860 | -0.46% | Q1 2026 | May 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 180,344 | 8,232 | 0.18% | 0.17% | 281 | +4,431 | 2.52% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 178,731 | 8,159 | 0.58% | 0.55% | 282 | +257 | 0.14% | Q1 2026 | Apr 10, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 176,999 | 8,079 | 4.98% | 4.66% | 283 | +5,058 | 2.94% | Q1 2026 | Apr 22, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 176,491 | 8,056 | 0.02% | — | 284 | +176,491 | New | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 176,059 | 8,037 | 0.36% | 0.35% | 285 | -386 | -0.22% | Q1 2026 | Apr 21, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 175,926 | 8,031 | 1.86% | 2.24% | 286 | -575 | -0.33% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 170,221 | 7,770 | 0.12% | — | 287 | +170,221 | New | Q1 2026 | May 15, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 169,460 | 7,735 | 2.22% | 2.23% | 288 | -1,494 | -0.87% | Q1 2026 | Apr 23, 2026 |
| XML Financial, LLC | History | Added to | 169,407 | 7,733 | 0.62% | 0.59% | 289 | +7,577 | 4.68% | Q1 2026 | Apr 16, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 168,604 | 7,696 | 1.24% | 1.32% | 290 | -3,663 | -2.13% | Q1 2026 | Apr 29, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 156,907 | 7,669 | 5.55% | 5.98% | 291 | -15,987 | -9.25% | Q1 2026 | May 12, 2026 |
| Bensler, LLC | History | Added to | 167,062 | 7,626 | 0.79% | 0.69% | 292 | +12,062 | 7.78% | Q1 2026 | May 01, 2026 |
| NOVEM GROUP | History | Added to | 166,685 | 7,609 | 0.87% | 0.85% | 293 | +180 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Convergence Financial, LLC | History | Added to | 166,581 | 7,604 | 0.81% | 0.94% | 294 | +21,945 | 15.17% | Q1 2026 | May 11, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 166,399 | 7,596 | 3.35% | 3.42% | 295 | -1,600 | -0.95% | Q1 2026 | May 11, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 166,392 | 7,595 | 1.12% | 1.14% | 296 | -820 | -0.49% | Q1 2026 | Apr 16, 2026 |
| TCP Asset Management, LLC | History | New | 165,706 | 7,564 | 0.97% | — | 297 | +165,706 | New | Q1 2026 | Apr 10, 2026 |
| Fairfield University | History | Reduced | 165,301 | 7,545 | 3.78% | 4.95% | 298 | -56,040 | -25.32% | Q1 2026 | May 11, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 164,096 | 7,490 | 2.12% | 1.9% | 299 | +12,093 | 7.96% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 163,343 | 7,456 | 0.33% | 1.23% | 300 | -432,885 | -72.6% | Q1 2026 | May 12, 2026 |