SPDR INDEX SHARES FUNDS - SPEM
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 | Reduced | 21,771,079 | 1,021,281 | 0.69% | 0.74% | 1 | -269,388 | -1.22% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 18,307,901 | 858,823 | 0.13% | 0.12% | 2 | +2,433,472 | 15.33% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 16,822,188 | 789,128 | 1.6% | 1.51% | 3 | -178,651 | -1.05% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 16,696,640 | 783,239 | 0.21% | 0.2% | 4 | +1,109,591 | 7.12% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Reduced | 9,331,742 | 437,752 | 1.77% | 1.79% | 5 | -23,719 | -0.25% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 8,976,812 | 421,102 | 0.03% | 0.02% | 6 | +1,978,957 | 28.28% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,489,125 | 351,314 | 0.09% | 0.07% | 7 | +2,114,894 | 39.35% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,422,921 | 301,299 | 0.03% | 0.0% | 8 | +6,312,685 | 5726.52% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 4,901,772 | 229,942 | 0.01% | 0.01% | 9 | +481,934 | 10.9% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,133,529 | 193,903 | 0.75% | — | 10 | +4,133,529 | New | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Added to | 4,103,234 | 192,482 | 2.16% | 2.39% | 11 | +76,372 | 1.9% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,459,492 | 162,284 | 0.1% | 0.1% | 12 | -49,723 | -1.42% | Q1 2026 | May 07, 2026 |
| Creekmur Asset Management LLC | History | New | 3,367 | 157,939 | 11.91% | — | 13 | +3,367 | New | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 3,259,172 | 152,887 | 0.22% | 0.19% | 14 | +485,245 | 17.49% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,120,569 | 147,656 | 0.03% | 0.04% | 15 | -1,009,462 | -24.44% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,985,833 | 140,065 | 0.37% | 0.31% | 16 | +547,581 | 22.46% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,863,686 | 134,335 | 0.14% | 0.13% | 17 | +237,480 | 9.04% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,457,927 | 115,301 | 0.01% | 0.01% | 18 | -1,408,763 | -36.43% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,376,441 | 111,478 | 0.94% | 0.99% | 19 | -248,477 | -9.47% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 2,360,627 | 110,737 | 0.02% | 0.01% | 20 | +489,346 | 26.15% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 2,148,733 | 100,797 | 0.19% | 0.16% | 21 | +382,376 | 21.65% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 2,216,474 | 99,728 | 0.11% | 0.12% | 22 | +6,594 | 0.3% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,108,190 | 98,895 | 0.02% | 0.02% | 23 | +166,504 | 8.58% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,970,809 | 92,450 | 0.03% | 0.03% | 24 | +74,334 | 3.92% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,945,853 | 91,279 | 0.1% | 0.1% | 25 | -21,674 | -1.1% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 1,898,596 | 89,025 | 0.1% | 0.1% | 26 | +87,220 | 4.82% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,885,529 | 88,450 | 0.49% | 0.36% | 27 | -277,415 | -12.83% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Reduced | 1,458,468 | 68,416 | 0.14% | 0.14% | 28 | -5,637 | -0.39% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,334,577 | 62,608 | 0.09% | 0.08% | 29 | +108,137 | 8.82% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,330,362 | 62,409 | 1.71% | 1.45% | 30 | +189,123 | 16.57% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,309,760 | 61,309 | 0.39% | 0.39% | 31 | +97,170 | 8.01% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,273,662 | 59,734 | 0.09% | 0.08% | 32 | -972 | -0.08% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,203,837 | 54,738 | 0.0% | 0.0% | 33 | -259,435 | -17.73% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,155,291 | 54,194 | 0.01% | 0.01% | 34 | +86,967 | 8.14% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 1,127,168 | 52,875 | 1.13% | 1.12% | 35 | -10,106 | -0.89% | Q1 2026 | May 07, 2026 |
| NorthRock Partners, LLC | History | Reduced | 1,124,639 | 52,756 | 0.85% | 0.89% | 36 | -2,184 | -0.19% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,119,846 | 52,532 | 0.25% | 0.23% | 37 | +83,733 | 8.08% | Q1 2026 | Apr 24, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,043,960 | 48,972 | 1.31% | 1.17% | 38 | +271,271 | 35.11% | Q1 2026 | May 11, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,033,603 | 48,486 | 2.14% | 1.9% | 39 | +62,738 | 6.46% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 1,021,039 | 47,896 | 0.01% | — | 40 | +1,021,039 | New | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 1,018,948 | 47,798 | 1.34% | 1.3% | 41 | +28,455 | 2.87% | Q1 2026 | May 12, 2026 |
| Stadion Money Management, LLC | History | Reduced | 990,406 | 46,460 | 4.67% | 3.87% | 42 | -28,218 | -2.77% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 880,195 | 41,289 | 0.22% | 0.17% | 43 | +352,613 | 66.84% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 872,116 | 40,910 | 0.34% | 0.27% | 44 | +158,198 | 22.16% | Q1 2026 | May 11, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 865,271 | 40,589 | 7.68% | 7.72% | 45 | -4,522 | -0.52% | Q1 2026 | Apr 09, 2026 |
| Pathstone Holdings, LLC | History | Added to | 865,193 | 40,586 | 0.16% | 0.15% | 46 | +15,956 | 1.88% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 817,602 | 38,354 | 0.1% | 0.1% | 47 | +4,650 | 0.57% | Q1 2026 | Apr 30, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 801,642 | 37,605 | 3.87% | 3.98% | 48 | -14,957 | -1.83% | Q1 2026 | May 07, 2026 |
| Elm Partners Management LLC | History | Reduced | 826,995 | 37,603 | 1.63% | 1.86% | 49 | -49,415 | -5.64% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 794,939 | 37,290 | 3.11% | 3.29% | 50 | -8,684 | -1.08% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 790,812 | 37,096 | 0.3% | 0.39% | 51 | +83,446 | 11.8% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 788,565 | 36,991 | 0.03% | 0.04% | 52 | +1,891 | 0.24% | Q1 2026 | May 13, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 785,788 | 36,861 | 4.55% | 2.95% | 53 | +294,347 | 59.89% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 774,130 | 36,314 | 0.74% | 0.68% | 54 | +48,283 | 6.65% | Q1 2026 | Apr 15, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 749,742 | 35,170 | 2.95% | 2.91% | 55 | -51,370 | -6.41% | Q1 2026 | May 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 741,710 | 34,793 | 1.25% | 1.26% | 56 | +11,235 | 1.54% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 728,883 | 34,191 | 1.1% | 0.56% | 57 | +39,438 | 5.72% | Q1 2026 | Apr 29, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 666,463 | 34,056 | 1.31% | 1.2% | 58 | +46,113 | 7.43% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 708,008 | 33,213 | 0.26% | 0.27% | 59 | +27,600 | 4.06% | Q1 2026 | Apr 07, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 690,861 | 32,408 | 1.46% | 1.34% | 60 | +43,742 | 6.76% | Q1 2026 | Apr 21, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 690,687 | 32,400 | 3.16% | 3.19% | 61 | -5,387 | -0.77% | Q1 2026 | Apr 29, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 632,460 | 32,249 | 5.4% | 5.26% | 62 | +31,297 | 5.21% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 675,885 | 31,705 | 0.09% | 0.08% | 63 | -46,255 | -6.41% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 666,657 | 31,272 | 1.24% | 1.19% | 64 | +11,531 | 1.76% | Q1 2026 | Apr 13, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 663,173 | 31,109 | 2.29% | 2.47% | 65 | -55,460 | -7.72% | Q1 2026 | Apr 15, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 640,166 | 30,030 | 3.34% | 5.09% | 66 | -344,673 | -35.0% | Q1 2026 | May 07, 2026 |
| MATAURO, LLC | History | Added to | 597,277 | 28,018 | 4.05% | 0.39% | 67 | +541,394 | 968.8% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | Added to | 587,379 | 27,553 | 0.3% | 0.11% | 68 | +492,627 | 519.91% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Reduced | 585,941 | 27,486 | 2.17% | 2.19% | 69 | -5,223 | -0.88% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 583,560 | 27,372 | 0.05% | 0.06% | 70 | -79,956 | -12.05% | Q1 2026 | May 01, 2026 |
| VICUS CAPITAL | History | Added to | 571,782 | 26,822 | 1.97% | 1.51% | 71 | +140,571 | 32.6% | Q1 2026 | Apr 22, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 558,565 | 26,202 | 5.2% | 6.86% | 72 | -136,424 | -19.63% | Q1 2026 | Apr 14, 2026 |
| Cercano Management LLC | History | Reduced | 548,897 | 25,748 | 1.11% | 1.14% | 73 | -93,203 | -14.52% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 528,743 | 24,803 | 0.03% | 0.03% | 74 | -4,525 | -0.85% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 163,345 | 24,169 | 1.12% | 0.11% | 75 | -494,664 | -75.18% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 491,528 | 22,983 | 0.05% | 0.05% | 76 | -301,307 | -38.0% | Q1 2026 | Apr 08, 2026 |
| Ballentine Partners, LLC | History | Added to | 487,287 | 22,858 | 0.32% | 0.32% | 77 | +46 | 0.01% | Q1 2026 | May 14, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 486,722 | 22,832 | 0.96% | 1.02% | 78 | -20,168 | -3.98% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 479,948 | 22,514 | 0.01% | 0.01% | 79 | +37,408 | 8.45% | Q1 2026 | May 08, 2026 |
| KWB Wealth | History | Reduced | 476,256 | 22,293 | 2.21% | 2.27% | 80 | -34,925 | -6.83% | Q1 2026 | Apr 08, 2026 |
| Brio Consultants, LLC | History | Added to | 409,393 | 21,136 | 2.58% | 1.6% | 81 | +145,938 | 55.39% | Q1 2026 | May 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 440,795 | 20,677 | 1.27% | 1.26% | 82 | +12,000 | 2.8% | Q1 2026 | May 05, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 440,147 | 20,647 | 2.78% | 3.27% | 83 | +5,933 | 1.37% | Q1 2026 | May 15, 2026 |
| MA Private Wealth | History | Reduced | 437,500 | 20,523 | 3.47% | 4.31% | 84 | -114,984 | -20.81% | Q1 2026 | May 07, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 430,690 | 20,203 | 5.47% | 6.26% | 85 | +16,393 | 3.96% | Q1 2026 | Apr 17, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 430,119 | 20,176 | 7.11% | 6.89% | 86 | +3,385 | 0.79% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 420,244 | 19,713 | 0.03% | 0.04% | 87 | -1,736 | -0.41% | Q1 2026 | May 14, 2026 |
| Austin Private Wealth, LLC | History | No change | 419,004 | 19,613 | 1.46% | 1.46% | 88 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Allen Capital Group, LLC | History | No change | 410,735 | 19,226 | 1.76% | 1.76% | 89 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| West Wealth Group, LLC | History | Reduced | 408,658 | 19,170 | 3.79% | 5.12% | 90 | -118,679 | -22.51% | Q1 2026 | May 11, 2026 |
| LPWM LLC | History | New | 380,104 | 17,830 | 4.5% | — | 91 | +380,104 | New | Q1 2026 | Apr 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 378,755 | 17,767 | 0.78% | 0.67% | 92 | +75,544 | 24.91% | Q1 2026 | Apr 28, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 377,461 | 17,706 | 6.68% | 6.46% | 93 | +11,732 | 3.21% | Q1 2026 | Apr 22, 2026 |
| Facet Wealth, Inc. | History | Added to | 372,711 | 17,483 | 0.3% | 0.3% | 94 | +39,651 | 11.91% | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 367,377 | 17,233 | 1.29% | 1.26% | 95 | +2,438 | 0.67% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 365,144 | 17,128 | 0.2% | 0.3% | 96 | -148,879 | -28.96% | Q1 2026 | May 01, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 363,404 | 17,047 | 6.53% | 6.7% | 97 | +969 | 0.27% | Q1 2026 | May 12, 2026 |
| Rodgers & Associates, LTD | History | Added to | 362,626 | 17,010 | 1.73% | 1.71% | 98 | +953 | 0.26% | Q1 2026 | May 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 357,358 | 16,763 | 1.92% | 1.99% | 99 | -24,050 | -6.31% | Q1 2026 | May 11, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 347,279 | 16,290 | 1.71% | — | 100 | +347,279 | New | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | Added to | 346,383 | 16,252 | 0.43% | 0.45% | 101 | +11,753 | 3.51% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 343,208 | 16,099 | 0.0% | 0.0% | 102 | +143,452 | 71.81% | Q1 2026 | May 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 336,843 | 15,801 | 1.3% | 1.37% | 103 | +3,158 | 0.95% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 335,401 | 15,733 | 0.96% | 0.52% | 104 | -4,262,958 | -92.71% | Q1 2026 | May 12, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 328,084 | 15,390 | 1.87% | 1.86% | 105 | -10,376 | -3.07% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 326,192 | 15,301 | 0.11% | 0.11% | 106 | +34,309 | 11.75% | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 307,267 | 14,413 | 0.26% | 0.34% | 107 | -102,072 | -24.94% | Q1 2026 | Apr 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 304,934 | 14,304 | 2.55% | 2.69% | 108 | +6,037 | 2.02% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 297,721 | 13,966 | 0.18% | 0.08% | 109 | +184,585 | 163.15% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 296,170 | 13,893 | 0.52% | 0.42% | 110 | +47,040 | 18.88% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 291,989 | 13,697 | 0.25% | 0.26% | 111 | +1,756 | 0.61% | Q1 2026 | Apr 17, 2026 |
| FORBES J M & CO LLP | History | Added to | 291,873 | 13,691 | 1.16% | 1.09% | 112 | +4,760 | 1.66% | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 290,079 | 13,607 | 0.11% | 0.1% | 113 | +5,517 | 1.94% | Q1 2026 | May 11, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 289,743 | 13,591 | 1.76% | 3.52% | 114 | -272,840 | -48.5% | Q1 2026 | Apr 20, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 286,774 | 13,452 | 0.39% | 0.41% | 115 | -4,911 | -1.68% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 287,316 | 13,449 | 0.24% | 0.24% | 116 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 286,067 | 13,419 | 2.64% | 2.66% | 117 | -4,861 | -1.67% | Q1 2026 | Apr 07, 2026 |
| Compton Financial Group, LLC | History | Reduced | 283,901 | 13,317 | 2.94% | 3.92% | 118 | -86,021 | -23.25% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 282,689 | 13,260 | 0.15% | 0.11% | 119 | +77,700 | 37.9% | Q1 2026 | Apr 16, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 280,768 | 13,170 | 0.31% | 0.31% | 120 | +7,064 | 2.58% | Q1 2026 | May 04, 2026 |
| TRUEFG, LLC | History | Added to | 275,306 | 12,914 | 3.42% | 3.4% | 121 | +4,233 | 1.56% | Q1 2026 | Apr 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 273,432 | 12,826 | 0.4% | 0.38% | 122 | +18,353 | 7.2% | Q1 2026 | May 11, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 273,364 | 12,823 | 0.2% | — | 123 | +273,364 | New | Q1 2026 | May 15, 2026 |
| Second Line Capital, LLC | History | Added to | 244,079 | 12,506 | 2.37% | 2.29% | 124 | +5,725 | 2.4% | Q1 2026 | May 14, 2026 |
| ERn Financial, LLC | History | Reduced | 266,079 | 12,481 | 2.35% | 2.38% | 125 | -4,734 | -1.75% | Q1 2026 | Apr 24, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 263,119 | 12,342 | 2.38% | 1.96% | 126 | +58,260 | 28.44% | Q1 2026 | Apr 21, 2026 |
| Peak Financial Management, Inc. | History | Added to | 261,256 | 12,255 | 3.11% | 3.14% | 127 | +1,245 | 0.48% | Q1 2026 | Apr 28, 2026 |
| Sterneck Capital Management, LLC | History | Reduced | 260,253 | 12,208 | 5.48% | 5.55% | 128 | -3,115 | -1.18% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Added to | 255,842 | 12,001 | 0.01% | 0.0% | 129 | +36,441 | 16.61% | Q1 2026 | May 11, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 255,748 | 11,997 | 1.77% | 1.75% | 130 | +11,685 | 4.79% | Q1 2026 | Apr 16, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 255,169 | 11,969 | 5.59% | 9.15% | 131 | -152,819 | -37.46% | Q1 2026 | Apr 24, 2026 |
| WRAPMANAGER INC | History | Reduced | 250,076 | 11,731 | 4.08% | 4.19% | 132 | -14,868 | -5.61% | Q1 2026 | May 11, 2026 |
| JDM Financial Group LLC | History | Added to | 310,231 | 11,700 | 4.51% | 4.21% | 133 | +18,097 | 6.19% | Q1 2026 | May 20, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 249,422 | 11,700 | 8.41% | 8.61% | 134 | +8,625 | 3.58% | Q1 2026 | Apr 15, 2026 |
| Affiance Financial, LLC | History | Added to | 248,912 | 11,676 | 1.89% | 1.6% | 135 | +36,363 | 17.11% | Q1 2026 | Apr 14, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 248,602 | 11,661 | 1.2% | 1.11% | 136 | +13,713 | 5.84% | Q1 2026 | May 12, 2026 |
| Gibbs Wealth Management | History | Added to | 247,499 | 11,610 | 1.52% | 1.31% | 137 | +135,460 | 120.9% | Q1 2026 | May 13, 2026 |
| TRB Wealth Management, LLC | History | New | 242,142 | 11,358 | 1.61% | — | 138 | +242,142 | New | Q1 2026 | May 14, 2026 |
| Kensington Asset Management, LLC | History | No change | 237,569 | 11,125 | 0.57% | 0.57% | 139 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 235,201 | 11,033 | 0.35% | — | 141 | +235,201 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 235,203 | 11,033 | 0.08% | 0.08% | 140 | +17,759 | 8.17% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 233,494 | 10,953 | 1.42% | — | 142 | +233,494 | New | Q1 2026 | Apr 13, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 231,880 | 10,877 | 3.54% | 3.56% | 143 | +3,787 | 1.66% | Q1 2026 | May 08, 2026 |
| Aspire Private Capital, LLC | History | Added to | 229,648 | 10,772 | 2.43% | 2.35% | 144 | +4,169 | 1.85% | Q1 2026 | Apr 22, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 227,858 | 10,688 | 4.74% | 7.23% | 145 | -112,094 | -32.97% | Q1 2026 | Apr 08, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Reduced | 227,777 | 10,685 | 4.85% | 4.8% | 146 | -1,506 | -0.66% | Q1 2026 | May 01, 2026 |
| Detalus Advisors, LLC | History | Added to | 225,759 | 10,590 | 2.42% | 1.82% | 147 | +66,272 | 41.55% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 224,605 | 10,536 | 0.94% | 1.21% | 148 | +1,268 | 0.57% | Q1 2026 | May 12, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 223,980 | 10,506 | 2.47% | 2.38% | 149 | +6,278 | 2.88% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 223,613 | 10,489 | 0.02% | 0.0% | 150 | +220,159 | 6374.03% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 220,942 | 10,364 | 0.16% | 0.19% | 151 | +23,079 | 11.66% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 220,859 | 10,360 | 0.8% | 0.52% | 152 | +82,197 | 59.28% | Q1 2026 | May 07, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 220,807 | 10,358 | 1.27% | 0.84% | 153 | +77,614 | 54.2% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 218,209 | 10,236 | 0.11% | 0.19% | 154 | -81,952 | -27.3% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 218,216 | 10,214 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 217,412 | 10,198 | 0.19% | 0.19% | 156 | +10,475 | 5.06% | Q1 2026 | May 11, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 216,958 | 10,177 | 0.74% | 0.73% | 157 | +3,231 | 1.51% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 214,339 | 10,054 | 0.05% | 0.04% | 158 | +77,065 | 56.14% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | Added to | 194,583 | 10,036 | 0.27% | 0.31% | 159 | +40,841 | 26.56% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 212,213 | 9,954 | 0.0% | 0.0% | 160 | +91,676 | 76.06% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Reduced | 211,334 | 9,914 | 0.58% | 1.35% | 161 | -275,606 | -56.6% | Q1 2026 | May 07, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 205,616 | 9,645 | 4.34% | 4.87% | 162 | -26,122 | -11.27% | Q1 2026 | Apr 28, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 204,658 | 9,600 | 0.66% | 0.64% | 163 | +31,533 | 18.21% | Q1 2026 | Apr 17, 2026 |
| HighPoint Advisor Group LLC | History | New | 202,643 | 9,505 | 0.4% | — | 164 | +202,643 | New | Q1 2026 | May 14, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 202,211 | 9,485 | 2.49% | 2.61% | 165 | -12,397 | -5.78% | Q1 2026 | Apr 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 202,099 | 9,480 | 0.36% | 0.34% | 166 | +4,645 | 2.35% | Q1 2026 | May 11, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 200,476 | 9,404 | 0.15% | 0.31% | 167 | -210,375 | -51.2% | Q1 2026 | Apr 27, 2026 |
| OneAscent Financial Services LLC | History | New | 195,155 | 9,154 | 0.5% | — | 168 | +195,155 | New | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 193,754 | 9,089 | 0.01% | 0.01% | 169 | +97,017 | 100.29% | Q1 2026 | Apr 27, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 191,350 | 8,976 | 2.47% | 2.62% | 170 | -3,490 | -1.79% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 191,173 | 8,968 | 0.25% | 0.25% | 171 | +5,419 | 2.92% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 190,009 | 8,943 | 0.08% | 0.03% | 172 | +134,208 | 240.51% | Q1 2026 | Apr 07, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 190,004 | 8,913 | 2.75% | 4.77% | 173 | -147,932 | -43.78% | Q1 2026 | Apr 13, 2026 |
| My Portfolio Guide, LLC | History | New | 189,600 | 8,894 | 4.92% | — | 174 | +189,600 | New | Q1 2026 | May 05, 2026 |
| Melone Private Wealth, LLC | History | Added to | 188,990 | 8,865 | 3.62% | 3.45% | 175 | +15,066 | 8.66% | Q1 2026 | Apr 08, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 189,201 | 8,856 | 1.74% | 1.74% | 176 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 188,388 | 8,837 | 2.44% | 2.62% | 177 | -11,772 | -5.88% | Q1 2026 | Apr 27, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 171,409 | 8,740 | 3.68% | 3.64% | 178 | +6,699 | 4.07% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 182,669 | 8,569 | 0.01% | 0.0% | 179 | +121,307 | 197.69% | Q1 2026 | May 15, 2026 |
| Values Added Financial LLC | History | Added to | 178,638 | 8,379 | 3.53% | 3.46% | 180 | +3,739 | 2.14% | Q1 2026 | Apr 20, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 177,060 | 8,305 | 0.33% | 0.31% | 181 | -300 | -0.17% | Q1 2026 | May 01, 2026 |
| Opes Wealth Management LLC | History | Added to | 174,870 | 8,203 | 1.35% | 1.31% | 182 | +2,842 | 1.65% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 174,275 | 8,175 | 0.07% | 0.09% | 183 | -89,454 | -33.92% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 173,574 | 8,142 | 0.07% | 0.09% | 184 | +13,114 | 8.17% | Q1 2026 | May 06, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 156,181 | 7,879 | 0.48% | 0.51% | 185 | -12,083 | -7.18% | Q1 2026 | Apr 20, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 167,322 | 7,849 | 3.78% | 3.96% | 186 | -3,954 | -2.31% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 165,962 | 7,785 | 0.18% | 0.15% | 187 | +38,272 | 29.97% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 163,531 | 7,671 | 0.3% | 0.41% | 188 | +84,601 | 107.18% | Q1 2026 | May 15, 2026 |
| Financial Insights, Inc. | History | Added to | 161,469 | 7,574 | 2.45% | 2.38% | 189 | +9,500 | 6.25% | Q1 2026 | May 18, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 161,248 | 7,564 | 2.6% | 2.86% | 190 | -13,540 | -7.75% | Q1 2026 | Apr 22, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 156,103 | 7,322 | 5.82% | 4.8% | 191 | +12,903 | 9.01% | Q1 2026 | Apr 13, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 156,071 | 7,321 | 5.23% | 4.92% | 192 | +9,226 | 6.28% | Q1 2026 | May 12, 2026 |
| Fonville Wealth Management LLC | History | Added to | 155,265 | 7,283 | 1.39% | 1.46% | 193 | +2,193 | 1.43% | Q1 2026 | Apr 20, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 155,218 | 7,281 | 2.05% | 2.06% | 194 | -4,184 | -2.62% | Q1 2026 | Apr 10, 2026 |
| Trilogy Capital Inc. | History | Added to | 154,523 | 7,248 | 0.32% | 0.32% | 195 | +3,088 | 2.04% | Q1 2026 | Apr 21, 2026 |
| David Kennon Inc | History | Reduced | 153,844 | 7,216 | 2.59% | 2.57% | 196 | -692 | -0.45% | Q1 2026 | Apr 28, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 153,617 | 7,206 | 0.98% | 1.7% | 197 | -115,965 | -43.02% | Q1 2026 | May 12, 2026 |
| ProVise Management Group, LLC | History | Added to | 151,263 | 7,095 | 0.51% | 0.5% | 198 | +1,243 | 0.83% | Q1 2026 | May 06, 2026 |
| Brooklyn FI, LLC | History | Added to | 149,217 | 6,999 | 1.47% | 1.44% | 199 | +4,987 | 3.46% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 147,068 | 6,898 | 0.77% | 0.79% | 200 | -3,516 | -2.33% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 140,501 | 6,885 | 0.39% | 0.37% | 201 | +5,622 | 4.17% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 145,866 | 6,842 | 0.03% | 0.03% | 202 | +42,340 | 40.9% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 145,300 | 6,816 | 0.01% | 0.0% | 203 | +123,900 | 578.97% | Q1 2026 | May 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 144,606 | 6,783 | 1.07% | 1.17% | 204 | -827 | -0.57% | Q1 2026 | Apr 09, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 143,845 | 6,747 | 0.1% | 0.1% | 205 | +12,106 | 9.19% | Q1 2026 | Apr 10, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 142,731 | 6,695 | 2.95% | 3.09% | 206 | -1,331 | -0.92% | Q1 2026 | May 11, 2026 |
| Archer Investment Management, LLC | History | Added to | 142,494 | 6,684 | 2.81% | 1.55% | 207 | +81,052 | 131.92% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 142,262 | 6,673 | 0.04% | 0.05% | 208 | -68,964 | -32.65% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 141,082 | 6,618 | 0.15% | 0.12% | 209 | +35,867 | 34.09% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 139,014 | 6,521 | 0.14% | 0.13% | 210 | +10,925 | 8.53% | Q1 2026 | Apr 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 136,927 | 6,423 | 0.91% | 1.42% | 211 | -81,693 | -37.37% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 136,744 | 6,414 | 0.23% | 0.14% | 212 | +69,677 | 103.89% | Q1 2026 | May 19, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 135,374 | 6,350 | 0.0% | 0.0% | 213 | +122,343 | 938.86% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 135,291 | 6,346 | 0.19% | 0.19% | 214 | -2,346 | -1.7% | Q1 2026 | Apr 06, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 134,906 | 6,328 | 4.82% | 4.89% | 215 | +10,119 | 8.11% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 134,712 | 6,319 | 0.38% | 0.4% | 216 | -635 | -0.47% | Q1 2026 | Apr 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 133,385 | 6,257 | 2.16% | 1.98% | 217 | +16,671 | 14.28% | Q1 2026 | Apr 28, 2026 |
| Palatine Hill Wealth Management, LLC | History | Added to | 131,213 | 6,155 | 5.36% | 4.81% | 218 | +3,723 | 2.92% | Q1 2026 | May 08, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 127,406 | 5,976 | 3.28% | 3.31% | 219 | +756 | 0.6% | Q1 2026 | Apr 27, 2026 |
| Wolff Financial Management LLC | History | Added to | 126,770 | 5,946 | 1.31% | 1.27% | 220 | +5,931 | 4.91% | Q1 2026 | Apr 15, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 126,500 | 5,934 | 1.23% | 1.23% | 221 | +3,480 | 2.83% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 125,841 | 5,903 | 0.03% | 0.03% | 222 | +18,394 | 17.12% | Q1 2026 | May 13, 2026 |
| Mason & Associates, LLC | History | Reduced | 125,388 | 5,881 | 1.35% | 1.35% | 223 | -1,861 | -1.46% | Q1 2026 | Apr 21, 2026 |
| Simplicity Wealth,LLC | History | Added to | 125,368 | 5,880 | 0.33% | 0.28% | 224 | +24,043 | 23.73% | Q1 2026 | Apr 30, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 123,110 | 5,775 | 0.73% | 0.7% | 225 | -871 | -0.7% | Q1 2026 | Apr 24, 2026 |
| WBH ADVISORY INC | History | Added to | 120,091 | 5,652 | 0.42% | 0.35% | 226 | +18,060 | 17.7% | Q1 2026 | Apr 27, 2026 |
| Rinkey Investments | History | Reduced | 120,320 | 5,644 | 1.44% | 1.48% | 227 | -3,983 | -3.2% | Q1 2026 | May 11, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 108,890 | 5,581 | 4.18% | 4.15% | 228 | +7,842 | 7.76% | Q1 2026 | Apr 27, 2026 |
| Walsh & Associates, LLC | History | Added to | 118,531 | 5,560 | 5.51% | 5.39% | 229 | +1,742 | 1.49% | Q1 2026 | May 15, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 117,502 | 5,512 | 2.16% | 2.16% | 230 | +3,949 | 3.48% | Q1 2026 | May 14, 2026 |
| Probity Advisors, Inc. | History | Reduced | 117,105 | 5,493 | 0.87% | 0.89% | 231 | -1,181 | -1.0% | Q1 2026 | Apr 28, 2026 |
| Towercrest Capital Management | History | Added to | 116,631 | 5,471 | 0.85% | 0.85% | 232 | +2,042 | 1.78% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 113,424 | 5,320 | 0.02% | 0.02% | 233 | +35,014 | 44.66% | Q1 2026 | Apr 30, 2026 |
| Financial Enhancement Group LLC | History | Added to | 103,456 | 5,313 | 0.66% | 0.63% | 234 | +4,570 | 4.62% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 112,510 | 5,266 | 0.1% | 0.1% | 235 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Boltwood Capital Management | History | Added to | 112,235 | 5,264 | 1.34% | 1.35% | 236 | +1,435 | 1.3% | Q1 2026 | Apr 07, 2026 |
| Red Wave Investments LLC | History | Reduced | 112,039 | 5,255 | 1.57% | 1.66% | 237 | -6,902 | -5.8% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 111,670 | 5,238 | 0.54% | 0.53% | 238 | +2,765 | 2.54% | Q1 2026 | May 11, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 103,914 | 5,235 | 0.71% | 0.77% | 239 | +17,588 | 20.37% | Q1 2026 | May 11, 2026 |
| Vivaldi Capital Management LP | History | Added to | 111,237 | 5,218 | 0.72% | 0.57% | 240 | +21,304 | 23.69% | Q1 2026 | May 14, 2026 |
| Integrated Capital Management, LLC | History | Added to | 111,200 | 5,216 | 2.2% | 2.18% | 241 | +2,753 | 2.54% | Q1 2026 | Apr 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 111,357 | 5,212 | 0.0% | 0.0% | 242 | -4,066 | -3.52% | Q1 2026 | May 15, 2026 |
| Phoenix Wealth Advisors | History | Added to | 111,075 | 5,210 | 2.06% | 1.94% | 243 | +3,087 | 2.86% | Q1 2026 | Apr 22, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 110,941 | 5,204 | 0.23% | 0.12% | 244 | +47,926 | 76.05% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 106,871 | 5,013 | 0.01% | 0.01% | 245 | +22,416 | 26.54% | Q1 2026 | May 08, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 106,246 | 4,983 | 0.81% | 0.82% | 246 | -1,345 | -1.25% | Q1 2026 | Apr 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 105,030 | 4,926 | 0.02% | 0.06% | 247 | -139,984 | -57.13% | Q1 2026 | May 14, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 104,841 | 4,918 | 2.59% | 1.79% | 248 | +19,625 | 23.03% | Q1 2026 | May 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 102,720 | 4,818 | 2.13% | 1.67% | 249 | +24,168 | 30.77% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 102,665 | 4,815 | 0.0% | 0.0% | 250 | +4,960 | 5.08% | Q1 2026 | May 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 102,313 | 4,799 | 0.67% | 0.46% | 251 | +33,386 | 48.44% | Q1 2026 | May 13, 2026 |
| INTRUST BANK NA | History | Added to | 101,187 | 4,746 | 0.39% | 0.32% | 252 | +18,786 | 22.8% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 100,577 | 4,718 | 0.0% | 0.0% | 253 | +2,216 | 2.25% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 100,079 | 4,694 | 0.06% | 0.07% | 254 | -8,811 | -8.09% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 99,622 | 4,673 | 0.17% | 0.15% | 255 | +12,616 | 14.5% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 99,014 | 4,644 | 0.03% | 0.03% | 256 | -12,079 | -10.87% | Q1 2026 | May 15, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 98,737 | 4,631 | 0.71% | 0.65% | 257 | -1,650 | -1.64% | Q1 2026 | May 06, 2026 |
| ADE, LLC | History | Reduced | 97,658 | 4,581 | 2.2% | 2.22% | 258 | -475 | -0.48% | Q1 2026 | May 14, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 97,454 | 4,571 | 0.96% | 1.3% | 259 | +6,509 | 7.16% | Q1 2026 | Apr 22, 2026 |
| Richmond Investment Services, LLC | History | Added to | 97,412 | 4,569 | 0.74% | 0.77% | 260 | +1,734 | 1.81% | Q1 2026 | Apr 29, 2026 |
| Key FInancial Inc | History | Added to | 97,141 | 4,556 | 0.81% | 0.8% | 261 | +3,126 | 3.33% | Q1 2026 | Apr 24, 2026 |
| TCP Asset Management, LLC | History | New | 96,763 | 4,539 | 0.58% | — | 262 | +96,763 | New | Q1 2026 | Apr 10, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 95,844 | 4,496 | 2.58% | 3.9% | 264 | -50,523 | -34.52% | Q1 2026 | Apr 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 95,859 | 4,496 | 0.14% | 0.14% | 263 | -1,479 | -1.52% | Q1 2026 | Apr 27, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 93,642 | 4,392 | 1.92% | 3.93% | 265 | -123,106 | -56.8% | Q1 2026 | May 01, 2026 |
| Collier Financial | History | Reduced | 93,471 | 4,384 | 3.34% | 3.32% | 266 | -964 | -1.02% | Q1 2026 | May 11, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 93,212 | 4,372 | 1.45% | 1.41% | 267 | +1,634 | 1.78% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 92,098 | 4,320 | 0.22% | 0.19% | 268 | +13,042 | 16.5% | Q1 2026 | Apr 23, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 92,044 | 4,317 | 0.44% | 0.39% | 269 | +13,862 | 17.73% | Q1 2026 | May 15, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 91,802 | 4,306 | 0.79% | 0.79% | 270 | -872 | -0.94% | Q1 2026 | Apr 27, 2026 |
| Alliance Wealth Management Group | History | Added to | 91,269 | 4,281 | 0.94% | 0.92% | 271 | +1,718 | 1.92% | Q1 2026 | Apr 29, 2026 |
| Optas, LLC | History | Added to | 90,890 | 4,263 | 0.65% | 0.66% | 272 | +286 | 0.32% | Q1 2026 | Apr 24, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 102,363 | 4,225 | 0.39% | 0.39% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Added to | 88,822 | 4,166 | 0.3% | 0.16% | 274 | +46,719 | 110.96% | Q1 2026 | May 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 88,554 | 4,154 | 0.1% | 0.1% | 275 | -3,889 | -4.21% | Q1 2026 | May 15, 2026 |
| Ervin Investment Management, LLC | History | Added to | 88,449 | 4,149 | 2.43% | 2.22% | 276 | +3,911 | 4.63% | Q1 2026 | Apr 08, 2026 |
| Axos Invest Inc. | History | Added to | 87,731 | 4,115 | 3.11% | 2.4% | 277 | +17,987 | 25.79% | Q1 2026 | May 12, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 87,269 | 4,093 | 1.95% | 2.05% | 278 | -1,278 | -1.44% | Q1 2026 | May 01, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 86,327 | 4,049 | 1.22% | 1.22% | 279 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 86,272 | 4,047 | 3.58% | 3.62% | 280 | +239 | 0.28% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 86,182 | 4,042 | 0.29% | 0.27% | 281 | +1,186 | 1.4% | Q1 2026 | Apr 10, 2026 |
| Asset Dedication, LLC | History | No change | 85,994 | 4,025 | 0.26% | 0.26% | 282 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Single Point Partners, LLC | History | Reduced | 84,935 | 3,984 | 0.79% | 0.79% | 283 | -634 | -0.74% | Q1 2026 | Apr 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 81,304 | 3,813 | 0.72% | 0.64% | 284 | +917 | 1.14% | Q1 2026 | May 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 79,830 | 3,744 | 0.01% | 0.01% | 285 | +16,232 | 25.52% | Q1 2026 | May 15, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 79,618 | 3,734 | 2.73% | 2.55% | 286 | -1,647 | -2.03% | Q1 2026 | May 05, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 97,208 | 3,724 | 2.37% | 2.07% | 287 | +12,668 | 14.98% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 79,364 | 3,722 | 0.36% | 0.39% | 288 | -3,299 | -3.99% | Q1 2026 | Apr 22, 2026 |
| Shum Financial Group, Inc. | History | Added to | 79,256 | 3,717 | 2.63% | 2.61% | 289 | +1,980 | 2.56% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Added to | 78,368 | 3,675 | 0.05% | 0.04% | 290 | +17,224 | 28.17% | Q1 2026 | May 12, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 78,290 | 3,672 | 4.11% | 2.19% | 291 | +35,073 | 81.16% | Q1 2026 | May 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 77,758 | 3,647 | 0.14% | 0.13% | 292 | +2,557 | 3.4% | Q1 2026 | May 14, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 76,436 | 3,585 | 2.09% | 2.23% | 293 | -5,710 | -6.95% | Q1 2026 | May 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 76,211 | 3,575 | 0.1% | 0.09% | 294 | -156 | -0.2% | Q1 2026 | Apr 21, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 76,099 | 3,569 | 1.4% | 1.41% | 295 | -171 | -0.22% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 75,251 | 3,530 | 0.08% | 0.06% | 296 | +13,341 | 21.55% | Q1 2026 | May 15, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 74,788 | 3,508 | 0.43% | 0.44% | 297 | +1,909 | 2.62% | Q1 2026 | May 06, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 73,446 | 3,445 | 0.79% | 0.76% | 298 | -310 | -0.42% | Q1 2026 | Apr 30, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 72,662 | 3,407 | 0.26% | 0.39% | 299 | -65,005 | -47.22% | Q1 2026 | May 20, 2026 |
| Balefire, LLC | History | Added to | 72,356 | 3,394 | 0.64% | 0.62% | 300 | +4,421 | 6.51% | Q1 2026 | May 07, 2026 |