SPDR SERIES TRUST - SPHY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACUTE INVESTMENT ADVISORY, LLC | History | New | 35,900 | 837,188 | 9.4% | — | 1 | +35,900 | New | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 28,502,235 | 664,672 | 0.05% | 0.08% | 2 | -18,442,048 | -39.28% | Q1 2026 | May 15, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | Reduced | 20,450,000 | 476,894 | 3.75% | 4.35% | 3 | -2,600,000 | -11.28% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 19,832,325 | 462,498 | 0.43% | 0.44% | 4 | +1,061,796 | 5.66% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,707,362 | 249,695 | 0.05% | 0.05% | 5 | -487,067 | -4.35% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 9,619,126 | 224,318 | 0.17% | 0.16% | 6 | +278,597 | 2.98% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 9,302,194 | 216,927 | 0.06% | 0.06% | 7 | +499,581 | 5.68% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,890,824 | 207,352 | 0.05% | 0.05% | 8 | +409,210 | 4.82% | Q1 2026 | May 15, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 8,191,734 | 191,031 | 2.17% | 1.61% | 9 | +2,190,878 | 36.51% | Q1 2026 | May 11, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 7,610,670 | 177,480 | 1.5% | 1.41% | 10 | +196,000 | 2.64% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 6,695,070 | 159,349 | 0.19% | 0.18% | 11 | +184,487 | 2.83% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 5,950,000 | 138,754 | 2.29% | 0.38% | 12 | +4,900,000 | 466.67% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 5,920,343 | 138,062 | 0.01% | 0.01% | 13 | +319,571 | 5.71% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,078,511 | 118,430 | 0.03% | 0.03% | 14 | +777,015 | 18.06% | Q1 2026 | May 04, 2026 |
| Advisory Alpha, LLC | History | Added to | 4,754,445 | 110,874 | 3.03% | 2.35% | 15 | +1,107,685 | 30.37% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 4,739,179 | 110,517 | 0.07% | 0.0% | 16 | +4,648,722 | 5139.15% | Q1 2026 | May 12, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 4,425,620 | 103,205 | 0.3% | 0.24% | 17 | +811,300 | 22.45% | Q1 2026 | May 08, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 3,964,799 | 92,459 | 5.34% | 4.35% | 18 | +52,573 | 1.34% | Q1 2026 | Apr 16, 2026 |
| 1832 Asset Management L.P. | History | Added to | 3,598,970 | 83,927 | 0.08% | 0.06% | 19 | +122,326 | 3.52% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 3,556,254 | 82,931 | 0.09% | 0.05% | 20 | +1,441,014 | 68.13% | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 3,331,245 | 77,684 | 0.91% | 0.89% | 21 | +144,331 | 4.53% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,222,719 | 75,153 | 0.21% | 0.19% | 22 | -155,395 | -4.6% | Q1 2026 | May 04, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 3,128,978 | 72,967 | 3.97% | 3.99% | 23 | -132,627 | -4.07% | Q1 2026 | May 21, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 2,684,871 | 62,611 | 0.03% | 0.03% | 24 | -30,827 | -1.14% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 2,383,246 | 55,577 | 1.46% | 1.59% | 25 | +36,667 | 1.56% | Q1 2026 | May 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 2,196,449 | 51,221 | 3.83% | 0.6% | 26 | +1,883,827 | 602.59% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,108,742 | 48,690 | 0.0% | 0.0% | 27 | +608,047 | 40.52% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,802,745 | 42,040 | 0.3% | 0.31% | 28 | +94,961 | 5.56% | Q1 2026 | Apr 14, 2026 |
| BOKF, NA | History | Added to | 1,748,686 | 40,779 | 0.62% | 0.56% | 29 | +215,618 | 14.06% | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | New | 1,674,673 | 39,053 | 0.2% | — | 30 | +1,674,673 | New | Q1 2026 | May 14, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | Reduced | 1,653,907 | 38,569 | 19.18% | 18.93% | 31 | -17,422 | -1.04% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | Added to | 1,556,326 | 36,760 | 0.55% | 0.55% | 32 | +375,037 | 31.75% | Q1 2026 | Apr 20, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 1,566,858 | 36,539 | 0.14% | 0.31% | 33 | -2,000,000 | -56.07% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,508,372 | 35,172 | 0.35% | 0.31% | 34 | +315,416 | 26.44% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,484,711 | 34,623 | 0.0% | 0.0% | 35 | +41,909 | 2.9% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,442,659 | 34,147 | 1.15% | 1.15% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Iowa State Bank | History | Added to | 1,392,819 | 32,480 | 5.98% | 2.65% | 37 | +796,051 | 133.39% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,368,848 | 31,921 | 0.07% | 0.06% | 38 | +161,858 | 13.41% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 1,366,189 | 31,859 | 0.0% | 0.0% | 39 | +423,638 | 44.95% | Q1 2026 | May 05, 2026 |
| CNO Financial Group, Inc. | History | No change | 1,279,000 | 29,826 | 17.1% | 17.15% | 40 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,278,279 | 29,811 | 0.04% | 0.04% | 41 | +216,167 | 20.35% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,178,808 | 27,690 | 0.49% | 0.72% | 42 | +534,024 | 82.82% | Q1 2026 | May 01, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,164,443 | 27,154 | 0.05% | 0.04% | 43 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,150,019 | 26,818 | 0.01% | 0.01% | 44 | +56,124 | 5.13% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Added to | 1,586,460 | 26,795 | 0.3% | 0.39% | 45 | +42,728 | 2.77% | Q1 2026 | May 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 1,118,505 | 26,083 | 2.54% | 2.12% | 46 | +119,275 | 11.94% | Q1 2026 | May 01, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 1,072,466 | 25,009 | 0.03% | 0.02% | 47 | +29,651 | 2.84% | Q1 2026 | May 12, 2026 |
| Madison Asset Management, LLC | History | Reduced | 1,071,755 | 24,993 | 0.31% | 0.31% | 48 | -58,500 | -5.18% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,060,271 | 24,726 | 0.06% | 0.06% | 49 | +29,676 | 2.88% | Q1 2026 | Apr 30, 2026 |
| STATE STREET CORP | History | Reduced | 1,026,212 | 23,931 | 0.0% | 0.0% | 50 | -266,602 | -20.62% | Q1 2026 | May 15, 2026 |
| CONNING INC. | History | Added to | 1,023,746 | 23,873 | 0.79% | 0.44% | 51 | +463,548 | 82.75% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,000,577 | 23,333 | 0.12% | 0.14% | 52 | -69,723 | -6.51% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 996,761 | 23,244 | 0.02% | 0.02% | 53 | +34,195 | 3.55% | Q1 2026 | May 15, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 977,503 | 22,795 | 5.74% | 6.24% | 54 | -73,776 | -7.02% | Q1 2026 | Apr 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 920,706 | 21,470 | 0.01% | 0.0% | 55 | +341,307 | 58.91% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 896,825 | 20,912 | 0.04% | 0.01% | 56 | +545,228 | 155.07% | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 894,286 | 20,854 | 0.76% | 0.8% | 57 | -38,543 | -4.13% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 886,713 | 20,678 | 0.0% | 0.0% | 58 | +387,587 | 77.65% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 879,685 | 20,285 | 0.01% | 0.01% | 59 | +344,495 | 64.37% | Q1 2026 | May 15, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 804,501 | 18,761 | 6.96% | 7.58% | 60 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 795,537 | 18,551 | 1.37% | 1.5% | 61 | -70,710 | -8.16% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 778,813 | 18,161 | 0.05% | 0.08% | 62 | -465,837 | -37.43% | Q1 2026 | May 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 776,957 | 18,118 | 1.72% | 1.7% | 63 | -6,874 | -0.88% | Q1 2026 | Apr 27, 2026 |
| CHRISTINE MESSMER PC | History | Added to | 749,153 | 17,470 | 11.17% | 11.33% | 64 | +15,343 | 2.09% | Q1 2026 | Apr 21, 2026 |
| Inspire Advisors, LLC | History | Added to | 738,686 | 17,226 | 1.4% | 1.45% | 65 | +73,494 | 11.05% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 725,940 | 17,183 | 0.11% | 0.12% | 66 | +9,423 | 1.32% | Q1 2026 | May 15, 2026 |
| SAM Advisors, LLC | History | Added to | 714,646 | 16,665 | 5.22% | 5.09% | 67 | +34,584 | 5.09% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 705,522 | 16,452 | 0.02% | 0.02% | 68 | +32,320 | 4.8% | Q1 2026 | Apr 27, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 681,993 | 15,904 | 0.93% | 0.98% | 69 | +7,928 | 1.18% | Q1 2026 | Apr 23, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 646,986 | 15,087 | 6.63% | 6.04% | 70 | +96,604 | 17.55% | Q1 2026 | Apr 22, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 635,087 | 14,771 | 1.03% | 0.99% | 71 | +81,691 | 14.76% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 603,913 | 14,083 | 0.28% | 0.3% | 72 | -11,738 | -1.91% | Q1 2026 | May 14, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 582,023 | 13,572 | 6.56% | — | 73 | +582,023 | New | Q1 2026 | May 14, 2026 |
| Hilltop Partners LLC | History | Added to | 575,544 | 13,421 | 3.44% | 3.35% | 74 | +25,585 | 4.65% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 575,522 | 13,375 | 0.13% | 0.11% | 75 | +130,331 | 29.28% | Q1 2026 | Apr 07, 2026 |
| Independent Advisor Alliance | History | New | 520,588 | 12,140 | 0.13% | — | 76 | +520,588 | New | Q1 2026 | May 12, 2026 |
| TSG Advice Partners, LLC | History | New | 503,965 | 11,752 | 1.76% | — | 77 | +503,965 | New | Q1 2026 | Apr 24, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 491,188 | 11,454 | 5.06% | 4.2% | 78 | +101,606 | 26.08% | Q1 2026 | Apr 15, 2026 |
| DT Investment Partners, LLC | History | Added to | 488,147 | 11,383 | 0.95% | 0.92% | 79 | +18,656 | 3.97% | Q1 2026 | May 14, 2026 |
| Quartz Partners, LLC | History | Reduced | 456,746 | 10,651 | 4.12% | 4.15% | 80 | -14,897 | -3.16% | Q1 2026 | May 05, 2026 |
| Curran Financial Partners, LLC | History | Added to | 453,267 | 10,570 | 1.89% | 0.69% | 81 | +298,801 | 193.44% | Q1 2026 | Apr 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 448,944 | 10,469 | 0.0% | 0.0% | 82 | +22,670 | 5.32% | Q1 2026 | May 06, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Reduced | 446,622 | 10,415 | 2.95% | 3.0% | 83 | -2,536 | -0.56% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | New | 432,182 | 10,078 | 0.12% | — | 84 | +432,182 | New | Q1 2026 | May 12, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 429,967 | 10,027 | 2.48% | 1.72% | 85 | +109,480 | 34.16% | Q1 2026 | May 15, 2026 |
| Bensler, LLC | History | Reduced | 423,012 | 9,864 | 1.02% | 1.35% | 86 | -147,903 | -25.91% | Q1 2026 | May 01, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 421,456 | 9,828 | 2.31% | 2.35% | 87 | -3,067 | -0.72% | Q1 2026 | Apr 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 419,806 | 9,789 | 0.27% | 0.26% | 88 | +22,098 | 5.56% | Q1 2026 | May 12, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 415,461 | 9,688 | 4.03% | 4.41% | 89 | -2,167 | -0.52% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 398,395 | 9,290 | 0.01% | 0.0% | 90 | +13,958 | 3.63% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 395,108 | 9,213 | 0.01% | 0.01% | 91 | +38,324 | 10.74% | Q1 2026 | May 12, 2026 |
| Keeler Thomas Management LLC | History | New | 386,142 | 9,004 | 3.81% | — | 92 | +386,142 | New | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Management, LLC | History | Added to | 381,762 | 8,902 | 6.0% | 5.74% | 93 | +21,551 | 5.98% | Q1 2026 | Apr 21, 2026 |
| 5th Street Advisors, LLC | History | Added to | 380,088 | 8,863 | 3.82% | 4.02% | 94 | +16,673 | 4.59% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 376,999 | 8,791 | 0.11% | 0.08% | 95 | +117,441 | 45.25% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 366,120 | 8,552 | 0.04% | 0.04% | 96 | +80,390 | 28.13% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 365,330 | 8,519 | 0.05% | 0.06% | 97 | +15,957 | 4.57% | Q1 2026 | May 15, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 361,443 | 8,428 | 2.63% | 3.32% | 98 | -93,811 | -20.61% | Q1 2026 | Apr 29, 2026 |
| Csenge Advisory Group | History | Reduced | 359,472 | 8,382 | 0.38% | 0.39% | 99 | -2,803 | -0.77% | Q1 2026 | Apr 30, 2026 |
| Stadion Money Management, LLC | History | Added to | 355,410 | 8,288 | 0.83% | 0.67% | 100 | +6,936 | 1.99% | Q1 2026 | May 15, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 349,133 | 8,141 | 2.83% | 2.99% | 101 | -2,248 | -0.64% | Q1 2026 | May 15, 2026 |
| Omega Financial Group, LLC | History | Added to | 347,107 | 8,094 | 2.63% | 2.69% | 102 | +1,752 | 0.51% | Q1 2026 | May 12, 2026 |
| NewSquare Capital LLC | History | Reduced | 340,503 | 7,940 | 0.69% | 0.72% | 103 | -6,514 | -1.88% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 338,923 | 7,903 | 0.01% | 0.01% | 104 | +64,725 | 23.61% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 333,697 | 7,781 | 0.06% | 0.03% | 105 | +159,260 | 91.3% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Added to | 333,072 | 7,767 | 0.04% | 0.04% | 106 | +23,930 | 7.74% | Q1 2026 | May 13, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 330,375 | 7,704 | 0.95% | 0.53% | 107 | +157,099 | 90.66% | Q1 2026 | Apr 23, 2026 |
| ProVise Management Group, LLC | History | Added to | 330,341 | 7,703 | 0.55% | 0.53% | 108 | +14,545 | 4.61% | Q1 2026 | May 06, 2026 |
| NEPC LLC | History | Added to | 330,232 | 7,701 | 0.15% | 0.08% | 109 | +166,683 | 101.92% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 323,437 | 7,542 | 0.12% | 0.15% | 110 | -12,851 | -3.82% | Q1 2026 | May 18, 2026 |
| HighPoint Advisor Group LLC | History | New | 318,223 | 7,420 | 0.31% | — | 111 | +318,223 | New | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 301,568 | 7,008 | 0.34% | 0.27% | 112 | +57,606 | 23.61% | Q1 2026 | Apr 27, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 292,630 | 6,824 | 1.35% | 0.91% | 113 | +108,543 | 58.96% | Q1 2026 | Apr 14, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 289,286 | 6,746 | 0.47% | 0.7% | 114 | -122,769 | -29.79% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 285,804 | 6,664 | 0.43% | 0.4% | 115 | +26,664 | 10.29% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 285,460 | 6,656 | 0.12% | 0.15% | 116 | -36,246 | -11.27% | Q1 2026 | May 11, 2026 |
| iA Global Asset Management Inc. | History | New | 278,400 | 6,492 | 0.09% | — | 117 | +278,400 | New | Q1 2026 | Apr 23, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 274,295 | 6,396 | 0.2% | 0.13% | 118 | +98,678 | 56.19% | Q1 2026 | Apr 24, 2026 |
| Optas, LLC | History | Added to | 267,409 | 6,235 | 0.94% | 0.98% | 119 | +3,765 | 1.43% | Q1 2026 | Apr 24, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 266,258 | 6,209 | 1.34% | 0.77% | 120 | +116,408 | 77.68% | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | New | 260,443 | 6,073 | 0.17% | — | 121 | +260,443 | New | Q1 2026 | May 12, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 260,388 | 6,072 | 1.11% | 1.11% | 122 | +4,872 | 1.91% | Q1 2026 | May 06, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 258,979 | 6,039 | 0.42% | 0.54% | 123 | -75,747 | -22.63% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 250,194 | 5,834 | 2.14% | 2.0% | 124 | +16,620 | 7.12% | Q1 2026 | May 08, 2026 |
| Caitlin John, LLC | History | Added to | 244,196 | 5,694 | 3.42% | 2.8% | 125 | +63,533 | 35.17% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 235,769 | 5,498 | 0.0% | 0.0% | 126 | +64,453 | 37.62% | Q1 2026 | May 07, 2026 |
| Wealth Forward, LLC | History | Added to | 233,513 | 5,445 | 3.07% | 3.09% | 127 | +2,261 | 0.98% | Q1 2026 | May 04, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 229,922 | 5,361 | 1.28% | 1.24% | 128 | +15,227 | 7.09% | Q1 2026 | Apr 22, 2026 |
| HF Advisory Group, LLC | History | Added to | 229,199 | 5,344 | 1.82% | 1.73% | 129 | +19,729 | 9.42% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Reduced | 227,446 | 5,304 | 0.01% | 0.01% | 130 | -4,597 | -1.98% | Q1 2026 | May 13, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 223,856 | 5,298 | 1.76% | 1.76% | 131 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 225,022 | 5,248 | 1.35% | 1.49% | 132 | -45,376 | -16.78% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 224,108 | 5,226 | 0.02% | 0.02% | 133 | +37,037 | 19.8% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 221,870 | 5,174 | 0.0% | 0.0% | 134 | -11,058 | -4.75% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 218,945 | 5,105 | 0.15% | 0.13% | 135 | +34,809 | 18.9% | Q1 2026 | Apr 14, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 218,442 | 5,094 | 1.14% | 0.9% | 136 | +59,010 | 37.01% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 218,217 | 5,088 | 0.02% | 0.03% | 137 | -34,939 | -13.8% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 217,704 | 5,070 | 0.01% | 0.01% | 138 | -29,290 | -11.86% | Q1 2026 | Apr 08, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 213,174 | 4,971 | 0.32% | 0.38% | 139 | -43,216 | -16.86% | Q1 2026 | May 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 212,611 | 4,958 | 0.68% | 0.63% | 140 | +23,573 | 12.47% | Q1 2026 | Apr 14, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 210,426 | 4,907 | 2.43% | 2.4% | 141 | -3,482 | -1.63% | Q1 2026 | Apr 23, 2026 |
| BlackRock, Inc. | History | Added to | 210,253 | 4,903 | 0.0% | 0.0% | 142 | +58,451 | 38.5% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 210,217 | 4,902 | 0.09% | 0.1% | 143 | -4,984 | -2.32% | Q1 2026 | Apr 17, 2026 |
| VICUS CAPITAL | History | Added to | 192,133 | 4,480 | 0.33% | 0.3% | 144 | +23,520 | 13.95% | Q1 2026 | Apr 22, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 190,679 | 4,446 | 2.09% | 2.0% | 145 | +2,882 | 1.53% | Q1 2026 | May 07, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 188,956 | 4,406 | 0.53% | 0.55% | 146 | +5,365 | 2.92% | Q1 2026 | Apr 24, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 186,425 | 4,347 | 0.85% | 0.97% | 147 | -23,052 | -11.0% | Q1 2026 | Apr 07, 2026 |
| Convergence Financial, LLC | History | Added to | 186,326 | 4,345 | 0.46% | 0.31% | 148 | +96,369 | 107.13% | Q1 2026 | May 11, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 185,483 | 4,325 | 3.03% | 0.42% | 149 | +163,723 | 752.4% | Q1 2026 | May 06, 2026 |
| Maia Wealth LLC | History | Added to | 185,287 | 4,320 | 0.73% | 0.61% | 150 | +33,493 | 22.06% | Q1 2026 | May 08, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 179,117 | 4,239 | 2.37% | 2.37% | 151 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Smith Salley Wealth Management | History | New | 181,746 | 4,238 | 0.21% | — | 152 | +181,746 | New | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 181,243 | 4,226 | 0.05% | 0.06% | 153 | -50,597 | -21.82% | Q1 2026 | Apr 20, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 181,628 | 4,210 | 0.24% | 0.24% | 154 | +5,189 | 2.94% | Q1 2026 | May 14, 2026 |
| Systelligence, LLC | History | New | 179,578 | 4,187 | 0.81% | — | 155 | +179,578 | New | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 178,998 | 4,174 | 0.31% | 0.27% | 156 | +24,256 | 15.68% | Q1 2026 | Apr 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 178,805 | 4,169 | 0.01% | 0.01% | 157 | +92,384 | 106.9% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 175,908 | 4,102 | 0.09% | 0.09% | 158 | +10,721 | 6.49% | Q1 2026 | Apr 13, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 169,534 | 3,953 | 3.67% | 3.91% | 159 | -7,848 | -4.42% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 168,018 | 3,918 | 0.01% | 0.0% | 160 | +135,044 | 409.55% | Q1 2026 | Apr 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 165,182 | 3,852 | 0.02% | 0.03% | 161 | -174,750 | -51.41% | Q1 2026 | Apr 29, 2026 |
| CGN Advisors LLC | History | Added to | 163,986 | 3,824 | 0.3% | 0.26% | 162 | +25,887 | 18.75% | Q1 2026 | Apr 13, 2026 |
| Diversified Enterprises, LLC | History | Added to | 162,915 | 3,799 | 0.21% | 0.21% | 163 | +14,806 | 10.0% | Q1 2026 | May 14, 2026 |
| Strategic Financial Group, LLC | History | New | 162,330 | 3,785 | 3.9% | — | 164 | +162,330 | New | Q1 2026 | Apr 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 159,299 | 3,770 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 159,374 | 3,716 | 0.05% | 0.05% | 166 | +5,824 | 3.79% | Q1 2026 | Apr 28, 2026 |
| Empowered Funds, LLC | History | Added to | 155,685 | 3,608 | 0.02% | 0.06% | 167 | +17,655 | 12.79% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | Reduced | 153,817 | 3,587 | 0.01% | 0.02% | 168 | -35,585 | -18.79% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 115,669 | 3,585 | 0.17% | 0.02% | 169 | -146,058 | -55.81% | Q1 2026 | May 15, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 152,560 | 3,557 | 1.95% | 1.87% | 170 | +12,210 | 8.7% | Q1 2026 | Apr 09, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 145,140 | 3,385 | 0.24% | 0.22% | 171 | +5,585 | 4.0% | Q1 2026 | Apr 28, 2026 |
| Great Diamond Partners, LLC | History | New | 144,142 | 3,361 | 0.65% | — | 172 | +144,142 | New | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 144,002 | 3,358 | 0.15% | 0.17% | 173 | -6,726 | -4.46% | Q1 2026 | Apr 28, 2026 |
| K2 Financial Inc. | History | Added to | 141,811 | 3,343 | 2.43% | 2.47% | 174 | +7,243 | 5.38% | Q1 2026 | Apr 28, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 141,539 | 3,336 | 0.45% | 0.4% | 175 | +54,240 | 62.13% | Q1 2026 | May 11, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 140,654 | 3,280 | 1.58% | 1.43% | 176 | +18,526 | 15.17% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 138,168 | 3,222 | 0.06% | 0.06% | 177 | -6,438 | -4.45% | Q1 2026 | Apr 10, 2026 |
| Compound Planning, Inc. | History | Reduced | 136,253 | 3,177 | 0.1% | 0.11% | 178 | -25,544 | -15.79% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 136,007 | 3,172 | 0.0% | 0.0% | 179 | +111,354 | 451.69% | Q1 2026 | May 13, 2026 |
| Cedar Point Capital Partners, LLC | History | New | 135,902 | 3,169 | 2.06% | — | 180 | +135,902 | New | Q1 2026 | May 06, 2026 |
| Michels Family Financial, LLC | History | Added to | 134,784 | 3,143 | 2.27% | 2.29% | 181 | +2,817 | 2.13% | Q1 2026 | Apr 24, 2026 |
| Fiduciary Alliance LLC | History | Added to | 121,219 | 2,855 | 0.17% | 0.16% | 182 | +16,107 | 15.32% | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 121,144 | 2,825 | 0.07% | 0.07% | 183 | +7,624 | 6.72% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 117,707 | 2,786 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 118,304 | 2,758 | 0.01% | 0.0% | 185 | +109,465 | 1238.43% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 116,980 | 2,727 | 0.35% | 0.43% | 186 | -32,705 | -21.85% | Q1 2026 | Apr 07, 2026 |
| Towne Trust Company, N.A | History | Added to | 115,934 | 2,703 | 0.87% | 0.7% | 187 | +20,371 | 21.32% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 113,085 | 2,637 | 0.01% | 0.02% | 188 | -37,187 | -24.75% | Q1 2026 | May 05, 2026 |
| Veery Capital, LLC | History | Added to | 112,614 | 2,626 | 0.81% | 0.81% | 189 | +711 | 0.64% | Q1 2026 | Apr 09, 2026 |
| Auour Investments LLC | History | Added to | 112,553 | 2,624 | 0.83% | 0.83% | 190 | +2,814 | 2.56% | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | Added to | 112,804 | 2,621 | 0.04% | 0.04% | 191 | +13,570 | 13.67% | Q1 2026 | May 14, 2026 |
| Timonier Family Office, LTD. | History | No change | 107,883 | 2,553 | 0.81% | 0.81% | 192 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Phillip James Consulting Co. | History | New | 54,185 | 2,541 | 1.93% | — | 193 | +54,185 | New | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | Reduced | 108,055 | 2,519 | 0.11% | 0.16% | 194 | -11,093 | -9.31% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 105,715 | 2,465 | 0.04% | 0.2% | 195 | -443,940 | -80.77% | Q1 2026 | May 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 105,742 | 2,465 | 0.41% | 0.32% | 196 | +30,638 | 40.79% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 105,000 | 2,448 | 0.0% | 0.01% | 197 | -425,000 | -80.19% | Q1 2026 | May 15, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 104,429 | 2,435 | 1.65% | 1.58% | 198 | +9,668 | 10.2% | Q1 2026 | May 05, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 103,826 | 2,421 | 2.04% | 1.37% | 199 | +34,127 | 48.96% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 103,581 | 2,415 | 0.0% | 0.01% | 200 | -146,178 | -58.53% | Q1 2026 | Apr 27, 2026 |
| Serenity Investment Advisors | History | No change | 101,337 | 2,407 | 1.41% | 1.41% | 201 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 102,640 | 2,393 | 0.0% | 0.0% | 202 | +19,832 | 23.95% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 102,500 | 2,390 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 102,121 | 2,381 | 0.12% | 0.11% | 204 | +18,518 | 22.15% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | New | 101,857 | 2,375 | 0.0% | — | 205 | +101,857 | New | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 101,563 | 2,368 | 0.09% | 0.07% | 206 | +23,039 | 29.34% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 99,851 | 2,363 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Added to | 101,183 | 2,359 | 0.13% | 0.01% | 208 | +87,636 | 646.9% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | New | 101,041 | 2,356 | 0.01% | — | 209 | +101,041 | New | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 99,456 | 2,319 | 0.03% | 0.02% | 210 | +17,007 | 20.63% | Q1 2026 | Apr 16, 2026 |
| Sound Stewardship, LLC | History | Added to | 97,777 | 2,280 | 1.04% | 1.06% | 211 | +3,951 | 4.21% | Q1 2026 | Apr 10, 2026 |
| VanderPol Investments L.L.C. | History | No change | 94,649 | 2,240 | 3.89% | 3.89% | 212 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 95,251 | 2,221 | 0.38% | 0.37% | 213 | +4,213 | 4.63% | Q1 2026 | May 01, 2026 |
| Tenzing Financial LLC | History | Added to | 93,889 | 2,207 | 1.66% | 1.74% | 214 | +3,167 | 3.49% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | New | 92,778 | 2,163 | 0.17% | — | 215 | +92,778 | New | Q1 2026 | Apr 22, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 92,241 | 2,151 | 1.1% | 0.74% | 216 | +32,904 | 55.45% | Q1 2026 | May 01, 2026 |
| Austin Private Wealth, LLC | History | No change | 90,016 | 2,130 | 0.16% | 0.16% | 217 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LVZ, Inc. | History | Added to | 86,433 | 2,015 | 0.23% | 0.21% | 218 | +6,352 | 7.93% | Q1 2026 | Apr 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 86,319 | 2,012 | 0.28% | 0.32% | 219 | +2,513 | 3.0% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 85,888 | 2,002 | 0.05% | 0.05% | 220 | -1,048 | -1.21% | Q1 2026 | Apr 27, 2026 |
| Nikulski Financial, Inc. | History | Added to | 85,486 | 1,993 | 0.49% | 0.48% | 221 | +833 | 0.98% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 85,304 | 1,989 | 0.03% | 0.01% | 223 | +57,018 | 201.58% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 85,322 | 1,989 | 0.02% | 0.03% | 222 | -2,641 | -3.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 85,027 | 1,982 | 0.0% | 0.0% | 224 | +78,564 | 1215.6% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | Added to | 84,577 | 1,972 | 0.19% | 0.2% | 225 | +1,169 | 1.4% | Q1 2026 | Apr 22, 2026 |
| Autumn Glory Partners, LLC | History | No change | 83,542 | 1,948 | 0.72% | 0.69% | 226 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| United Advisor Group, LLC | History | Reduced | 79,370 | 1,850 | 0.23% | 0.24% | 227 | -1,624 | -2.01% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 79,305 | 1,849 | 0.04% | 0.03% | 228 | +24,356 | 44.32% | Q1 2026 | May 01, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 79,273 | 1,848 | 0.21% | 0.21% | 229 | -1,732 | -2.14% | Q1 2026 | Apr 16, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 78,538 | 1,831 | 0.33% | 0.34% | 230 | +2,970 | 3.93% | Q1 2026 | May 06, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 76,556 | 1,786 | 1.27% | 1.47% | 231 | -17,826 | -18.89% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 74,380 | 1,734 | 0.06% | 0.0% | 232 | -1,404 | -1.85% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 73,676 | 1,718 | 0.04% | 0.04% | 233 | -2,524 | -3.31% | Q1 2026 | May 15, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 71,455 | 1,666 | 0.85% | 0.87% | 234 | +2,135 | 3.08% | Q1 2026 | May 13, 2026 |
| TRB Wealth Management, LLC | History | New | 70,751 | 1,649 | 0.23% | — | 235 | +70,751 | New | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 69,654 | 1,624 | 0.05% | 0.05% | 236 | +2,715 | 4.06% | Q1 2026 | Apr 27, 2026 |
| Garde Capital, Inc. | History | No change | 67,043 | 1,563 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 64,722 | 1,509 | 0.09% | 0.2% | 238 | -61,531 | -48.74% | Q1 2026 | Apr 28, 2026 |
| Jordan Park Group LLC | History | Reduced | 63,586 | 1,482 | 0.08% | 0.1% | 239 | -10,558 | -14.24% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 63,331 | 1,476 | 0.02% | 0.02% | 240 | +4,569 | 7.78% | Q1 2026 | Apr 27, 2026 |
| Sovran Advisors, LLC | History | Reduced | 60,648 | 1,428 | 0.11% | 0.13% | 241 | -3,465 | -5.4% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 59,571 | 1,389 | 0.05% | 0.05% | 242 | +4,220 | 7.62% | Q1 2026 | May 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 59,423 | 1,385 | 0.16% | 0.15% | 243 | +4,520 | 8.23% | Q1 2026 | May 05, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 57,875 | 1,349 | 0.69% | 0.68% | 244 | +1,875 | 3.35% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 54,558 | 1,272 | 0.1% | 0.08% | 245 | +1,427 | 2.69% | Q1 2026 | May 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 53,713 | 1,253 | 0.06% | 0.05% | 246 | +6,254 | 13.18% | Q1 2026 | May 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 52,285 | 1,219 | 0.07% | 0.08% | 247 | +220 | 0.42% | Q1 2026 | Apr 13, 2026 |
| Heritage Family Offices, LLP | History | New | 51,639 | 1,204 | 0.53% | — | 249 | +51,639 | New | Q1 2026 | Apr 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 51,625 | 1,204 | 0.1% | 0.02% | 248 | +42,257 | 451.08% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 51,243 | 1,195 | 0.03% | 0.04% | 250 | +50 | 0.1% | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 50,717 | 1,182 | 0.03% | 0.03% | 251 | +6,117 | 13.72% | Q1 2026 | May 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 50,155 | 1,169 | 0.01% | 0.01% | 252 | -12,098 | -19.43% | Q1 2026 | May 14, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 49,782 | 1,160 | 0.75% | 0.8% | 253 | -2,941 | -5.58% | Q1 2026 | May 11, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 49,114 | 1,145 | 0.31% | 0.35% | 254 | +3,725 | 8.21% | Q1 2026 | Apr 17, 2026 |
| Stewardship Advisors, LLC | History | Added to | 49,050 | 1,143 | 0.26% | 0.24% | 255 | +4,891 | 11.08% | Q1 2026 | Apr 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 47,255 | 1,118 | 0.0% | 0.0% | 256 | +2,682 | 6.02% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 47,923 | 1,117 | 0.12% | 0.21% | 257 | -35,077 | -42.26% | Q1 2026 | Apr 22, 2026 |
| Note Advisors, LLC | History | Added to | 47,870 | 1,116 | 0.56% | 0.54% | 258 | +3,513 | 7.92% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 47,345 | 1,104 | 0.02% | 0.08% | 259 | -100,151 | -67.9% | Q1 2026 | May 15, 2026 |
| Rede Wealth, LLC | History | Reduced | 45,664 | 1,064 | 0.38% | 0.48% | 260 | -13,118 | -22.32% | Q1 2026 | Apr 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 45,427 | 1,059 | 0.02% | 0.02% | 261 | +10,630 | 30.55% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 43,971 | 1,026 | 0.01% | 0.01% | 262 | +5,426 | 14.08% | Q1 2026 | Apr 28, 2026 |
| Redwood Financial Network Corp | History | Reduced | 44,000 | 1,026 | 0.67% | 0.67% | 263 | -425 | -0.96% | Q1 2026 | May 14, 2026 |
| Fermata Advisors, LLC | History | Reduced | 43,194 | 1,007 | 0.23% | 0.25% | 264 | -164 | -0.38% | Q1 2026 | Apr 08, 2026 |
| Qube Research & Technologies Ltd | History | New | 43,160 | 1,006 | 0.0% | — | 265 | +43,160 | New | Q1 2026 | May 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 42,904 | 1,000 | 0.14% | 0.13% | 266 | +6,436 | 17.65% | Q1 2026 | Apr 24, 2026 |
| Brown Financial Advisory | History | Reduced | 42,842 | 999 | 0.5% | 0.51% | 267 | -136 | -0.32% | Q1 2026 | Apr 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 42,621 | 993 | 0.05% | 0.04% | 268 | +7,084 | 19.93% | Q1 2026 | Apr 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 41,831 | 975 | 0.07% | 0.09% | 269 | -11,682 | -21.83% | Q1 2026 | Apr 20, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 41,755 | 973 | 0.03% | — | 270 | +41,755 | New | Q1 2026 | May 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 41,314 | 972 | 0.5% | 0.65% | 271 | -1,041 | -2.46% | Q1 2026 | May 18, 2026 |
| Capital Investment Management, Inc. | History | Added to | 41,326 | 963 | 0.33% | 0.3% | 272 | +5,185 | 14.35% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 40,409 | 942 | 0.01% | 0.01% | 273 | -1,515 | -3.61% | Q1 2026 | Apr 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 39,605 | 923 | 0.04% | 0.04% | 274 | +2,807 | 7.63% | Q1 2026 | Apr 28, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 39,549 | 922 | 0.25% | 0.18% | 275 | +12,108 | 44.12% | Q1 2026 | Apr 24, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 39,075 | 911 | 0.25% | 0.19% | 276 | +9,502 | 32.13% | Q1 2026 | Apr 14, 2026 |
| Exchange Bank | History | Added to | 38,112 | 888 | 0.62% | 0.61% | 277 | +700 | 1.87% | Q1 2026 | Apr 08, 2026 |
| Revisor Wealth Management LLC | History | Added to | 37,518 | 875 | 0.24% | 0.2% | 278 | +5,640 | 17.69% | Q1 2026 | Apr 27, 2026 |
| NOVEM GROUP | History | Added to | 37,081 | 864 | 0.1% | 0.09% | 279 | +3,768 | 11.31% | Q1 2026 | Apr 10, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 36,902 | 860 | 0.55% | 0.56% | 280 | +1,686 | 4.79% | Q1 2026 | Apr 10, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 36,317 | 846 | 0.01% | 0.01% | 281 | +1,493 | 4.29% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Added to | 36,365 | 845 | 0.06% | 0.06% | 282 | +4,570 | 14.37% | Q1 2026 | Apr 27, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 36,000 | 839 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 35,947 | 838 | 0.94% | 0.45% | 284 | +18,298 | 103.68% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 35,597 | 830 | 0.06% | 0.07% | 285 | -5,065 | -12.46% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | New | 35,454 | 826 | 0.01% | — | 286 | +35,454 | New | Q1 2026 | May 15, 2026 |
| New Insight Wealth Advisors | History | Reduced | 34,785 | 811 | 0.29% | 0.3% | 287 | -1,110 | -3.09% | Q1 2026 | May 07, 2026 |
| Cumberland Partners Ltd | History | Added to | 34,596 | 806 | 0.06% | 0.05% | 288 | +1,690 | 5.14% | Q1 2026 | May 14, 2026 |
| J. Safra Sarasin Holding AG | History | New | 34,835 | 804 | 0.01% | — | 289 | +34,835 | New | Q1 2026 | May 04, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 34,107 | 795 | 0.05% | 0.06% | 290 | -10,500 | -23.54% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 33,625 | 789 | 0.12% | 0.32% | 291 | -390,289 | -92.07% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Added to | 33,982 | 789 | 0.16% | 0.09% | 292 | +21,872 | 180.61% | Q1 2026 | May 11, 2026 |
| Concorde Asset Management, LLC | History | No change | 32,617 | 772 | 0.31% | 0.31% | 293 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keystone Wealth Services, LLC | History | New | 32,913 | 767 | 0.16% | — | 294 | +32,913 | New | Q1 2026 | May 13, 2026 |
| Sunesis Advisors, LLC | History | No change | 32,395 | 755 | 0.34% | 0.35% | 295 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 31,436 | 733 | 0.04% | 0.03% | 296 | +10,966 | 53.57% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 30,727 | 716 | 0.01% | 0.01% | 297 | -711 | -2.26% | Q1 2026 | May 13, 2026 |
| Aspire Private Capital, LLC | History | Added to | 30,241 | 705 | 0.16% | 0.15% | 298 | +2,170 | 7.73% | Q1 2026 | Apr 22, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 29,264 | 682 | 0.01% | 0.0% | 299 | +26,900 | 1137.9% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Added to | 29,234 | 681 | 0.04% | 0.04% | 300 | +1,138 | 4.05% | Q1 2026 | May 04, 2026 |