SPDR SERIES TRUST - SPIB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 51,974,915 | 1,743,238 | 0.46% | 0.45% | 1 | +2,918,486 | 5.95% | Q1 2026 | May 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 19,130,340 | 641,631 | 0.1% | 0.16% | 2 | -10,776,833 | -36.03% | Q1 2026 | May 15, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 11,704,768 | 392,578 | 4.46% | 4.48% | 3 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,533,906 | 386,847 | 0.1% | 0.11% | 4 | +638,787 | 5.86% | Q1 2026 | May 04, 2026 |
| American Family Investments, Inc. | History | Added to | 10,179,000 | 341,403 | 8.98% | 10.58% | 5 | +1,484,000 | 17.07% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 7,975,443 | 267,496 | 0.18% | 0.2% | 6 | -82,693 | -1.03% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,479,879 | 217,335 | 1.32% | 1.26% | 7 | +410,391 | 6.76% | Q1 2026 | May 05, 2026 |
| Wealth Management Nebraska | History | Added to | 5,842,882 | 195,970 | 19.85% | 20.88% | 8 | +440,888 | 8.16% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,395,712 | 180,972 | 1.35% | 1.39% | 9 | +315,291 | 6.21% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 5,312,528 | 178,182 | 0.01% | 0.01% | 10 | -606,900 | -10.25% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 5,199,762 | 174,400 | 0.36% | 0.36% | 11 | +18,565 | 0.36% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,137,474 | 172,310 | 0.05% | 0.05% | 12 | +135,354 | 2.71% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,077,795 | 170,309 | 0.03% | 0.03% | 13 | -412,173 | -7.51% | Q1 2026 | May 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 4,277,029 | 143,451 | 2.1% | 3.33% | 14 | -2,236,623 | -34.34% | Q1 2026 | Apr 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,377,457 | 113,279 | 0.12% | 0.12% | 15 | +116,689 | 3.58% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,011,804 | 101,014 | 0.02% | 0.04% | 16 | -2,717,424 | -47.43% | Q1 2026 | May 15, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Added to | 2,688,380 | 90,168 | 2.98% | 2.5% | 17 | +169,010 | 6.71% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 2,621,127 | 87,912 | 0.0% | 0.0% | 18 | -28,512 | -1.08% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 2,520,753 | 84,546 | 2.22% | 1.65% | 19 | +806,799 | 47.07% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,092,244 | 70,173 | 0.1% | 0.11% | 20 | -88,519 | -4.06% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 2,068,970 | 69,393 | 0.07% | 0.07% | 21 | +223,569 | 12.11% | Q1 2026 | May 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 1,738,545 | 58,310 | 0.94% | 0.95% | 22 | -7,494 | -0.43% | Q1 2026 | Apr 27, 2026 |
| Dodds Wealth, LLC | History | Added to | 1,675,813 | 56,206 | 13.8% | 13.18% | 23 | +86,155 | 5.42% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,572,644 | 52,746 | 0.01% | 0.01% | 24 | -130,690 | -7.67% | Q1 2026 | May 15, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 1,563,451 | 52,438 | 4.39% | 4.1% | 25 | +62,381 | 4.16% | Q1 2026 | Apr 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,547,321 | 51,897 | 0.0% | 0.0% | 26 | +8,409 | 0.55% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,492,236 | 50,049 | 0.01% | 0.0% | 27 | +1,190,595 | 394.71% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,462,240 | 49,043 | 0.23% | 0.23% | 28 | +47,489 | 3.36% | Q1 2026 | Apr 24, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Added to | 1,434,770 | 48,122 | 6.73% | 1.25% | 29 | +1,148,106 | 400.51% | Q1 2026 | Apr 22, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,410,000 | 47,291 | 0.06% | 0.13% | 30 | -2,070,000 | -59.48% | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 1,402,903 | 47,025 | 0.37% | 0.33% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,380,880 | 46,314 | 0.01% | 0.01% | 32 | +46,853 | 3.51% | Q1 2026 | May 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 1,355,766 | 45,472 | 0.18% | 0.2% | 33 | -300,000 | -18.12% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,338,837 | 44,904 | 0.04% | 0.0% | 34 | +1,338,800 | 3618378.38% | Q1 2026 | May 14, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 1,311,594 | 43,990 | 5.7% | 4.8% | 35 | +27,907 | 2.17% | Q1 2026 | Apr 22, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 1,266,389 | 42,474 | 2.71% | 3.71% | 36 | -377,222 | -22.95% | Q1 2026 | Apr 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 1,200,000 | 40,248 | 0.02% | — | 37 | +1,200,000 | New | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 1,196,285 | 40,123 | 0.43% | — | 38 | +1,196,285 | New | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Reduced | 1,178,557 | 39,528 | 3.12% | 3.72% | 39 | -208,799 | -15.05% | Q1 2026 | Apr 13, 2026 |
| Roberts Financial Services LLC | History | Added to | 1,144,665 | 38,392 | 12.21% | 9.42% | 40 | +256,947 | 28.94% | Q1 2026 | Apr 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 1,128,455 | 37,848 | 0.74% | 0.7% | 41 | +5,313 | 0.47% | Q1 2026 | May 01, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 1,004,581 | 33,693 | 2.41% | 2.37% | 42 | +62,995 | 6.69% | Q1 2026 | Apr 29, 2026 |
| Advisors Capital Management, LLC | History | Added to | 999,532 | 33,524 | 0.39% | 0.39% | 43 | +11,862 | 1.2% | Q1 2026 | May 01, 2026 |
| Concord Wealth Partners | History | Added to | 970,711 | 32,557 | 4.23% | 4.01% | 44 | +56,989 | 6.24% | Q1 2026 | May 01, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 956,840 | 32,092 | 5.42% | 5.3% | 45 | +52,166 | 5.77% | Q1 2026 | May 01, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 919,755 | 30,848 | 3.97% | 3.78% | 46 | +118,311 | 14.76% | Q1 2026 | Apr 17, 2026 |
| High Probability Advisors, LLC | History | Added to | 890,888 | 29,880 | 3.82% | 3.53% | 47 | +108,838 | 13.92% | Q1 2026 | Apr 10, 2026 |
| RMG Wealth Management LLC | History | New | 877,133 | 29,366 | 3.39% | — | 48 | +877,133 | New | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 869,720 | 29,170 | 1.15% | 1.15% | 49 | -6,191 | -0.71% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 863,998 | 28,978 | 0.91% | 0.88% | 50 | +50,251 | 6.18% | Q1 2026 | Apr 08, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 859,071 | 28,813 | 0.25% | 0.28% | 51 | -94,673 | -9.93% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 847,751 | 28,408 | 0.36% | 0.3% | 52 | +172,378 | 25.52% | Q1 2026 | May 06, 2026 |
| Compton Financial Group, LLC | History | Reduced | 845,038 | 28,342 | 6.26% | 7.78% | 53 | -171,122 | -16.84% | Q1 2026 | Apr 28, 2026 |
| Occidental Asset Management, LLC | History | Added to | 828,966 | 27,803 | 3.29% | 3.18% | 54 | +46,740 | 5.98% | Q1 2026 | Apr 15, 2026 |
| Crews Bank & Trust | History | Added to | 770,253 | 25,834 | 3.75% | 3.55% | 55 | +37,244 | 5.08% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 755,550 | 25,341 | 0.66% | — | 56 | +755,550 | New | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 751,276 | 25,197 | 0.19% | 0.19% | 57 | +39,697 | 5.58% | Q1 2026 | Apr 15, 2026 |
| Apella Capital, LLC | History | Added to | 742,076 | 25,030 | 0.37% | 0.37% | 58 | +180,983 | 32.26% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Added to | 712,435 | 23,895 | 0.03% | 0.04% | 59 | +1,511 | 0.21% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 699,507 | 23,461 | 0.89% | 0.83% | 60 | +29,345 | 4.38% | Q1 2026 | May 11, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 685,820 | 23,002 | 0.14% | 0.13% | 61 | +41,261 | 6.4% | Q1 2026 | May 15, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 682,626 | 22,895 | 6.98% | 6.91% | 62 | +56,649 | 9.05% | Q1 2026 | Apr 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 650,076 | 21,803 | 4.61% | 4.59% | 63 | +7,751 | 1.21% | Q1 2026 | May 05, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 645,582 | 21,652 | 1.6% | 2.07% | 64 | -181,571 | -21.95% | Q1 2026 | Apr 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 628,376 | 21,075 | 0.3% | 0.07% | 65 | +479,097 | 320.94% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 621,548 | 20,846 | 0.01% | 0.01% | 66 | +255,851 | 69.96% | Q1 2026 | May 07, 2026 |
| GoalVest Advisory LLC | History | Reduced | 611,069 | 20,495 | 4.0% | 3.97% | 67 | -1,929 | -0.31% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 895,264 | 20,083 | 0.04% | 0.04% | 68 | +27,495 | 3.17% | Q1 2026 | Apr 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 570,042 | 19,119 | 0.71% | 0.14% | 69 | +456,625 | 402.61% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 567,434 | 19,031 | 3.39% | 3.5% | 70 | +29,377 | 5.46% | Q1 2026 | May 08, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 550,323 | 18,457 | 14.1% | 14.36% | 71 | +46,208 | 9.17% | Q1 2026 | May 08, 2026 |
| TRUEFG, LLC | History | Added to | 541,472 | 18,160 | 4.81% | 4.62% | 72 | +32,441 | 6.37% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Reduced | 530,633 | 17,797 | 0.05% | 0.05% | 73 | -33,711 | -5.97% | Q1 2026 | May 14, 2026 |
| BANK HAPOALIM BM | History | Added to | 522,551 | 17,526 | 2.69% | 1.04% | 74 | +167,067 | 47.0% | Q1 2026 | May 04, 2026 |
| KWB Wealth | History | Reduced | 516,491 | 17,462 | 1.73% | 1.86% | 75 | -64,706 | -11.13% | Q1 2026 | Apr 08, 2026 |
| WRAPMANAGER INC | History | Added to | 495,717 | 16,626 | 5.78% | 5.66% | 76 | +353 | 0.07% | Q1 2026 | May 11, 2026 |
| Fortune 45 LLC | History | Added to | 484,576 | 16,252 | 7.91% | 5.47% | 77 | +146,444 | 43.31% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 479,307 | 16,075 | 0.02% | 0.02% | 78 | +15,966 | 3.45% | Q1 2026 | May 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 475,943 | 15,937 | 2.11% | 2.05% | 79 | +24,786 | 5.49% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 469,532 | 15,748 | 0.79% | 0.69% | 80 | +78,948 | 20.21% | Q1 2026 | Apr 23, 2026 |
| Walker Financial Services, Inc. | History | Added to | 467,142 | 15,667 | 5.36% | 5.32% | 81 | +32,789 | 7.55% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 443,658 | 14,880 | 0.12% | 0.12% | 82 | +31,865 | 7.74% | Q1 2026 | Apr 07, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 420,225 | 14,094 | 1.5% | 1.53% | 83 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 419,654 | 14,075 | 0.02% | 0.02% | 84 | -29,935 | -6.66% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Added to | 412,344 | 13,830 | 0.18% | 0.16% | 85 | +92,021 | 28.73% | Q1 2026 | May 15, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Added to | 409,225 | 13,725 | 6.22% | 6.18% | 86 | +615 | 0.15% | Q1 2026 | May 01, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 396,052 | 13,232 | 0.18% | 0.15% | 87 | +28,216 | 7.67% | Q1 2026 | Apr 22, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 393,318 | 13,191 | 3.28% | 3.13% | 88 | +19,399 | 5.19% | Q1 2026 | Apr 28, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 391,180 | 13,120 | 2.36% | 2.29% | 89 | +29,573 | 8.18% | Q1 2026 | May 06, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 388,697 | 13,036 | 10.28% | 10.62% | 90 | +8,162 | 2.14% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 387,212 | 12,987 | 0.03% | 0.03% | 91 | +40,305 | 11.62% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 385,158 | 12,918 | 0.19% | 0.21% | 92 | -9,418 | -2.39% | Q1 2026 | May 13, 2026 |
| TrueWealth Financial Partners | History | No change | 380,535 | 12,865 | 10.62% | 10.62% | 93 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 382,285 | 12,821 | 1.12% | — | 94 | +382,285 | New | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 361,140 | 12,112 | 0.03% | 0.03% | 95 | -20,615 | -5.4% | Q1 2026 | May 04, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 356,638 | 11,962 | 0.62% | 0.49% | 96 | +83,475 | 30.56% | Q1 2026 | Apr 21, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 340,815 | 11,431 | 0.8% | 0.68% | 97 | +35,139 | 11.5% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 340,603 | 11,423 | 0.0% | 0.0% | 98 | +152,530 | 81.1% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 333,259 | 11,177 | 0.01% | 0.01% | 99 | +22,333 | 7.18% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 330,474 | 11,084 | 0.49% | 0.48% | 100 | +30,160 | 10.04% | Q1 2026 | Apr 28, 2026 |
| Empowered Funds, LLC | History | Added to | 327,666 | 10,949 | 0.07% | 0.17% | 101 | +37,158 | 12.79% | Q1 2026 | May 14, 2026 |
| Moment Partners, LLC | History | New | 318,949 | 10,697 | 1.91% | — | 102 | +318,949 | New | Q1 2026 | May 04, 2026 |
| Phoenix Financial Ltd. | History | Added to | 318,854 | 10,689 | 0.1% | 0.11% | 103 | +9,653 | 3.12% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 307,408 | 10,310 | 0.4% | 0.43% | 104 | +193,327 | 169.46% | Q1 2026 | May 15, 2026 |
| Collier Financial | History | Added to | 304,705 | 10,219 | 7.79% | 7.66% | 105 | +2,953 | 0.98% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | New | 304,298 | 10,206 | 0.45% | — | 106 | +304,298 | New | Q1 2026 | May 11, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 301,885 | 10,125 | 3.71% | 3.19% | 107 | +32,563 | 12.09% | Q1 2026 | May 15, 2026 |
| Auour Investments LLC | History | Added to | 299,812 | 10,055 | 3.16% | 3.13% | 109 | +8,945 | 3.08% | Q1 2026 | Apr 20, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 299,800 | 10,055 | 2.35% | 2.51% | 108 | -4,042 | -1.33% | Q1 2026 | Apr 24, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 295,742 | 9,907 | 0.31% | 0.14% | 110 | +110,071 | 59.28% | Q1 2026 | Apr 08, 2026 |
| Rice Partnership, LLC | History | Added to | 286,277 | 9,601 | 1.31% | 0.91% | 111 | +86,753 | 43.48% | Q1 2026 | May 07, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 284,956 | 9,557 | 1.08% | 1.06% | 112 | -1,460 | -0.51% | Q1 2026 | Apr 16, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 278,780 | 9,425 | 2.24% | 2.24% | 113 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 276,437 | 9,271 | 6.52% | 6.71% | 114 | -2,523 | -0.9% | Q1 2026 | Apr 23, 2026 |
| Flatrock Wealth Partners LLC | History | New | 271,477 | 9,105 | 4.1% | — | 115 | +271,477 | New | Q1 2026 | Apr 29, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 270,400 | 9,069 | 3.03% | 2.9% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 265,056 | 8,890 | 0.67% | 0.56% | 117 | +44,214 | 20.02% | Q1 2026 | Apr 14, 2026 |
| Roundview Capital LLC | History | Added to | 255,260 | 8,561 | 0.53% | 0.51% | 118 | +8,752 | 3.55% | Q1 2026 | May 08, 2026 |
| Financial Planning Navigators CORP | History | Added to | 254,214 | 8,526 | 3.74% | 3.8% | 119 | +9,161 | 3.74% | Q1 2026 | Apr 21, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 253,231 | 8,493 | 4.91% | 4.71% | 120 | +15,083 | 6.33% | Q1 2026 | Apr 17, 2026 |
| Ignite Planners, LLC | History | Added to | 251,392 | 8,447 | 1.3% | 1.25% | 121 | +9,766 | 4.04% | Q1 2026 | Apr 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 249,082 | 8,376 | 0.65% | 0.6% | 122 | +43,304 | 21.04% | Q1 2026 | Apr 29, 2026 |
| Forum Private Client Group LLC | History | Added to | 248,185 | 8,308 | 2.77% | 2.34% | 123 | +44,792 | 22.02% | Q1 2026 | May 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 245,319 | 8,228 | 2.74% | 2.77% | 124 | -3,214 | -1.29% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 240,422 | 8,063 | 1.0% | 0.95% | 125 | +20,204 | 9.17% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Added to | 236,638 | 7,936 | 0.22% | 0.19% | 126 | +28,942 | 13.93% | Q1 2026 | May 04, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 236,006 | 7,915 | 1.43% | 1.98% | 127 | +19,356 | 8.93% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 231,596 | 7,830 | 0.14% | 0.14% | 128 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 233,100 | 7,818 | 0.01% | 0.01% | 129 | -8,860 | -3.66% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 231,637 | 7,713 | 0.0% | 0.0% | 130 | +17,458 | 8.15% | Q1 2026 | May 15, 2026 |
| Columbus Macro, LLC | History | Added to | 228,258 | 7,655 | 0.82% | 0.83% | 131 | +3,200 | 1.42% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 225,177 | 7,552 | 0.2% | 0.19% | 132 | +9,353 | 4.33% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 222,265 | 7,454 | 0.06% | 0.08% | 133 | -92,708 | -29.43% | Q1 2026 | May 13, 2026 |
| Towercrest Capital Management | History | Added to | 221,386 | 7,425 | 1.16% | 1.0% | 134 | +33,804 | 18.02% | Q1 2026 | May 01, 2026 |
| Banque Transatlantique SA | History | New | 220,853 | 7,407 | 0.18% | — | 135 | +220,853 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 220,691 | 7,401 | 0.04% | 0.04% | 136 | -3,236 | -1.45% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 220,086 | 7,381 | 0.15% | 0.15% | 137 | -975 | -0.44% | Q1 2026 | May 14, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 218,941 | 7,343 | 4.42% | 4.74% | 138 | -3,422 | -1.54% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 217,193 | 7,285 | 0.01% | 0.01% | 139 | +6,505 | 3.09% | Q1 2026 | May 01, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 212,264 | 7,119 | 2.85% | 2.92% | 140 | +12,125 | 6.06% | Q1 2026 | Apr 30, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 210,299 | 7,053 | 4.12% | 3.71% | 141 | -423 | -0.2% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Added to | 207,176 | 6,948 | 0.1% | 0.1% | 142 | +21 | 0.01% | Q1 2026 | Apr 13, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 204,494 | 6,854 | 0.47% | 0.35% | 143 | +85,383 | 71.68% | Q1 2026 | May 18, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 202,653 | 6,796 | 0.12% | 0.12% | 144 | -3,878 | -1.88% | Q1 2026 | May 04, 2026 |
| COURIER CAPITAL LLC | History | Added to | 201,974 | 6,774 | 0.38% | 0.36% | 145 | +9,778 | 5.09% | Q1 2026 | Apr 23, 2026 |
| Cascade Financial Partners, LLC | History | New | 201,916 | 6,772 | 0.7% | — | 146 | +201,916 | New | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 198,638 | 6,662 | 0.05% | 0.06% | 147 | -8,731 | -4.21% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 197,478 | 6,623 | 0.41% | 0.39% | 148 | +19,799 | 11.14% | Q1 2026 | Apr 27, 2026 |
| Rothschild Wealth LLC | History | Added to | 195,960 | 6,572 | 0.59% | 0.51% | 149 | +38,414 | 24.38% | Q1 2026 | May 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 195,000 | 6,540 | 0.0% | 0.02% | 150 | +34,000 | 21.12% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 192,504 | 6,508 | 0.04% | 0.04% | 151 | +22,463 | 13.21% | Q1 2026 | May 15, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Reduced | 189,500 | 6,355 | 0.04% | 0.12% | 152 | -419,800 | -68.9% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 189,434 | 6,353 | 0.23% | 0.24% | 153 | +37,273 | 24.5% | Q1 2026 | May 19, 2026 |
| &PARTNERS | History | Added to | 189,360 | 6,351 | 0.03% | 0.01% | 154 | +121,128 | 177.52% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 188,861 | 6,334 | 0.02% | 0.01% | 155 | +52,967 | 38.98% | Q1 2026 | Apr 30, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 186,180 | 6,244 | 1.64% | 1.66% | 156 | -2,693 | -1.43% | Q1 2026 | Apr 10, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 182,065 | 6,133 | 0.35% | 0.3% | 157 | +28,990 | 18.94% | Q1 2026 | Apr 20, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 180,638 | 6,107 | 1.92% | 1.92% | 158 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 180,343 | 6,048 | 0.05% | 0.06% | 159 | +25,014 | 16.1% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 175,736 | 5,894 | 0.07% | 0.07% | 160 | +654 | 0.37% | Q1 2026 | Apr 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 175,372 | 5,882 | 0.37% | — | 161 | +175,372 | New | Q1 2026 | May 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 173,639 | 5,823 | 0.63% | 0.75% | 162 | -34,762 | -16.68% | Q1 2026 | Apr 22, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 173,602 | 5,822 | 2.87% | 2.15% | 163 | +50,753 | 41.31% | Q1 2026 | Apr 17, 2026 |
| FDx Advisors, Inc. | History | New | 171,063 | 5,737 | 1.83% | — | 164 | +171,063 | New | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 168,724 | 5,642 | 0.05% | 0.07% | 165 | -12,887 | -7.1% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Reduced | 163,610 | 5,487 | 0.02% | 0.02% | 166 | -5,152 | -3.05% | Q1 2026 | May 14, 2026 |
| Alliance Wealth Management Group | History | Added to | 162,546 | 5,451 | 1.19% | 1.0% | 167 | +27,109 | 20.02% | Q1 2026 | Apr 29, 2026 |
| ALLIANZ SE | History | Reduced | 156,622 | 5,253 | 0.06% | 0.07% | 168 | -7,500 | -4.57% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 152,890 | 5,127 | 0.05% | 0.01% | 169 | +140,268 | 1111.3% | Q1 2026 | May 13, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 151,783 | 5,091 | 1.51% | 1.44% | 170 | +10,009 | 7.06% | Q1 2026 | May 04, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 149,801 | 5,024 | 0.15% | 0.21% | 171 | -57,475 | -27.73% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 149,499 | 5,014 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 148,426 | 4,978 | 0.02% | 0.02% | 173 | -1,685 | -1.12% | Q1 2026 | May 12, 2026 |
| Freestate Advisors LLC | History | Added to | 148,143 | 4,968 | 3.97% | 3.65% | 174 | +15,451 | 11.64% | Q1 2026 | Apr 09, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 144,987 | 4,862 | 3.29% | 3.14% | 175 | +5,512 | 3.95% | Q1 2026 | May 13, 2026 |
| Saiph Capital, LLC | History | Reduced | 144,109 | 4,833 | 1.83% | 3.4% | 176 | -135,493 | -48.46% | Q1 2026 | May 12, 2026 |
| ALPS ADVISORS INC | History | Reduced | 143,990 | 4,829 | 0.02% | 0.06% | 177 | -144,620 | -50.11% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 141,300 | 4,739 | 0.01% | — | 178 | +141,300 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 141,181 | 4,735 | 0.02% | 0.02% | 179 | -31,276 | -18.14% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 139,059 | 4,658 | 0.08% | — | 180 | +139,059 | New | Q1 2026 | May 01, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 138,785 | 4,654 | 1.85% | 1.87% | 181 | +2,430 | 1.78% | Q1 2026 | Apr 22, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 138,444 | 4,643 | 3.04% | 2.97% | 182 | +2,377 | 1.75% | Q1 2026 | Apr 28, 2026 |
| My Portfolio Guide, LLC | History | New | 137,866 | 4,624 | 2.56% | — | 184 | +137,866 | New | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 137,891 | 4,624 | 0.02% | 0.02% | 183 | +12,200 | 9.71% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 137,533 | 4,612 | 0.08% | 0.08% | 185 | -506 | -0.37% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 135,546 | 4,546 | 0.01% | 0.01% | 186 | -11,720 | -7.96% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 135,196 | 4,534 | 0.16% | 0.09% | 187 | +59,570 | 78.77% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 134,929 | 4,512 | 2.9% | 2.86% | 188 | +13,632 | 11.24% | Q1 2026 | May 06, 2026 |
| ASL Financial, LLC | History | Reduced | 125,959 | 4,224 | 3.38% | 3.42% | 189 | -2,675 | -2.08% | Q1 2026 | Apr 09, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 123,536 | 4,143 | 1.24% | 1.34% | 190 | -8,105 | -6.16% | Q1 2026 | May 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 122,969 | 4,124 | 0.01% | 0.01% | 191 | +1,870 | 1.54% | Q1 2026 | May 08, 2026 |
| Roan Capital Partners | History | New | 121,746 | 4,083 | 3.77% | — | 192 | +121,746 | New | Q1 2026 | Apr 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 121,457 | 4,073 | 0.05% | 0.01% | 193 | +100,224 | 472.02% | Q1 2026 | May 15, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 120,370 | 4,037 | 2.81% | 2.61% | 194 | +37,117 | 44.58% | Q1 2026 | Apr 22, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 116,234 | 3,898 | 0.87% | 0.89% | 195 | +3,585 | 3.18% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 114,836 | 3,851 | 0.0% | 0.0% | 196 | -50,127 | -30.39% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 113,081 | 3,792 | 0.05% | 0.07% | 197 | -30,276 | -21.12% | Q1 2026 | May 15, 2026 |
| Climber Capital SA | History | No change | 112,185 | 3,760 | 2.46% | 2.47% | 198 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hofer & Associates. Inc | History | Added to | 108,404 | 3,635 | 1.95% | 1.9% | 199 | +2,261 | 2.13% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 107,378 | 3,603 | 0.43% | 0.44% | 200 | +3,887 | 3.76% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 106,388 | 3,568 | 0.17% | 0.2% | 201 | -17,917 | -14.41% | Q1 2026 | May 05, 2026 |
| Entelevest, LLC | History | Added to | 104,998 | 3,521 | 3.52% | 2.7% | 202 | +25,320 | 31.78% | Q1 2026 | May 04, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 103,952 | 3,486 | 1.52% | 1.56% | 203 | -15,341 | -12.86% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 103,750 | 3,466 | 0.0% | 0.0% | 204 | -5,490 | -5.03% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 103,318 | 3,465 | 0.02% | 0.02% | 205 | +2,747 | 2.73% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Reduced | 102,090 | 3,424 | 0.28% | 0.32% | 206 | -2,348 | -2.25% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 98,925 | 3,317 | 0.07% | 0.07% | 207 | -9,605 | -8.85% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 98,826 | 3,314 | 1.26% | 1.21% | 208 | +1,119 | 1.15% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 98,797 | 3,313 | 0.05% | 0.05% | 209 | +1,667 | 1.72% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 97,780 | 3,279 | 0.05% | 0.12% | 210 | -169,657 | -63.44% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 95,086 | 3,189 | 0.28% | 0.27% | 211 | +2,305 | 2.48% | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 93,520 | 3,136 | 0.07% | 0.05% | 212 | +27,541 | 41.74% | Q1 2026 | Apr 27, 2026 |
| Payne Capital LLC | History | Reduced | 91,565 | 3,071 | 2.82% | 3.36% | 213 | -6,198 | -6.34% | Q1 2026 | Apr 20, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 91,051 | 3,053 | 0.18% | 0.18% | 214 | +61 | 0.07% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 90,888 | 3,048 | 0.01% | 0.01% | 215 | +8,121 | 9.81% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 90,681 | 3,041 | 0.02% | 0.02% | 216 | -1,035 | -1.13% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 89,839 | 3,013 | 0.07% | 0.07% | 217 | +209 | 0.23% | Q1 2026 | May 04, 2026 |
| Impact Capital Partners LLC | History | Added to | 87,839 | 2,946 | 0.89% | 0.77% | 218 | +10,802 | 14.02% | Q1 2026 | Apr 10, 2026 |
| Breakwater Capital Group | History | Added to | 87,379 | 2,930 | 0.39% | 0.39% | 219 | +3,769 | 4.51% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 84,551 | 2,835 | 0.06% | 0.06% | 220 | -3,125 | -3.56% | Q1 2026 | Apr 14, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 81,857 | 2,745 | 0.94% | 0.9% | 221 | +6,254 | 8.27% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 81,574 | 2,736 | 0.04% | 0.04% | 222 | +25,423 | 45.28% | Q1 2026 | May 15, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 81,482 | 2,732 | 1.87% | 1.84% | 223 | +240 | 0.3% | Q1 2026 | May 06, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 81,137 | 2,721 | 1.81% | 1.88% | 224 | -2,341 | -2.8% | Q1 2026 | May 07, 2026 |
| JPL Wealth Management, LLC | History | Added to | 79,555 | 2,668 | 0.61% | 0.59% | 225 | +7,859 | 10.96% | Q1 2026 | May 08, 2026 |
| Centennial Bank/AR/ | History | Added to | 79,360 | 2,661 | 0.95% | 0.88% | 226 | +13,760 | 20.98% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 78,564 | 2,635 | 2.09% | 2.09% | 227 | +628 | 0.81% | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 77,565 | 2,601 | 0.2% | 0.15% | 228 | +23,950 | 44.67% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 77,261 | 2,591 | 0.05% | 0.02% | 229 | +51,216 | 196.64% | Q1 2026 | May 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 76,923 | 2,579 | 0.12% | 0.13% | 230 | +9,003 | 13.26% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 76,157 | 2,554 | 0.0% | — | 231 | +76,157 | New | Q1 2026 | May 01, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 75,869 | 2,544 | 1.37% | 1.36% | 232 | +3,494 | 4.83% | Q1 2026 | May 14, 2026 |
| Winch Advisory Services, LLC | History | Added to | 74,093 | 2,485 | 0.57% | 0.54% | 233 | +1,923 | 2.66% | Q1 2026 | Apr 30, 2026 |
| Trilogy Capital Inc. | History | Reduced | 73,507 | 2,465 | 0.11% | 0.17% | 234 | -39,174 | -34.77% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 67,942 | 2,297 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 67,560 | 2,265 | 0.01% | — | 236 | +67,560 | New | Q1 2026 | May 14, 2026 |
| JT Stratford LLC | History | Added to | 65,831 | 2,207 | 0.28% | 0.28% | 237 | +1,207 | 1.87% | Q1 2026 | May 15, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 65,466 | 2,195 | 2.04% | 2.11% | 238 | -1,615 | -2.41% | Q1 2026 | Apr 24, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 64,506 | 2,163 | 0.24% | 0.23% | 239 | +520 | 0.81% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 64,152 | 2,151 | 0.0% | 0.0% | 240 | -17,231 | -21.17% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 62,091 | 2,082 | 0.04% | 0.03% | 241 | +19,205 | 44.78% | Q1 2026 | Apr 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 60,515 | 2,029 | 0.09% | — | 242 | +60,515 | New | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 59,699 | 2,001 | 0.03% | 0.04% | 243 | -3,472 | -5.5% | Q1 2026 | May 05, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 59,312 | 1,989 | 1.54% | 1.17% | 244 | +13,147 | 28.48% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 59,208 | 1,985 | 0.0% | 0.0% | 245 | -312,408 | -84.07% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | New | 58,908 | 1,975 | 0.03% | — | 246 | +58,908 | New | Q1 2026 | May 18, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 57,506 | 1,928 | 1.12% | 1.04% | 247 | +5,736 | 11.08% | Q1 2026 | May 13, 2026 |
| Rinkey Investments | History | Added to | 57,000 | 1,911 | 0.49% | 0.48% | 248 | +636 | 1.13% | Q1 2026 | May 11, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 56,505 | 1,895 | 1.79% | 1.33% | 249 | +26,902 | 90.88% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 55,817 | 1,872 | 0.02% | 0.02% | 250 | -633 | -1.12% | Q1 2026 | Apr 28, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 55,044 | 1,846 | 0.12% | 0.13% | 251 | +1,300 | 2.42% | Q1 2026 | May 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 54,279 | 1,826 | 0.03% | 0.03% | 252 | -556 | -1.01% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 52,366 | 1,770 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 52,717 | 1,768 | 0.96% | 0.72% | 254 | +14,721 | 38.74% | Q1 2026 | Apr 27, 2026 |
| River Street Advisors LLC | History | Reduced | 52,431 | 1,758 | 0.59% | 0.7% | 255 | -2,515 | -4.58% | Q1 2026 | Apr 21, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 51,715 | 1,734 | 0.33% | 0.26% | 256 | +435 | 0.85% | Q1 2026 | May 11, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 51,688 | 1,733 | 1.23% | 1.06% | 257 | +9,525 | 22.59% | Q1 2026 | May 19, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 51,494 | 1,727 | 0.01% | 0.01% | 258 | +22,756 | 79.18% | Q1 2026 | May 15, 2026 |
| Center For Asset Management LLC | History | Added to | 51,066 | 1,712 | 0.85% | 0.9% | 259 | +252 | 0.5% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Added to | 50,239 | 1,685 | 0.04% | 0.04% | 260 | +3,034 | 6.43% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 50,203 | 1,683 | 0.02% | 0.01% | 261 | +23,162 | 85.66% | Q1 2026 | Apr 08, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 49,773 | 1,669 | 0.16% | 0.17% | 262 | -985 | -1.94% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Added to | 49,502 | 1,660 | 0.04% | 0.03% | 263 | +7,795 | 18.69% | Q1 2026 | May 11, 2026 |
| Hilltop Partners LLC | History | Added to | 49,476 | 1,659 | 0.43% | 0.42% | 264 | +1,407 | 2.93% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 47,800 | 1,603 | 0.12% | 0.09% | 265 | +9,007 | 23.22% | Q1 2026 | May 05, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 47,450 | 1,591 | 0.4% | 0.46% | 266 | -5,482 | -10.36% | Q1 2026 | Apr 09, 2026 |
| Apollon Financial, LLC | History | New | 47,381 | 1,589 | 0.22% | — | 267 | +47,381 | New | Q1 2026 | Apr 22, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 46,361 | 1,554 | 0.21% | 0.24% | 268 | -3,453 | -6.93% | Q1 2026 | May 11, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 46,161 | 1,548 | 0.24% | 0.29% | 269 | -15,476 | -25.11% | Q1 2026 | May 06, 2026 |
| Advisor OS, LLC | History | Reduced | 44,686 | 1,498 | 0.11% | 0.14% | 270 | -8,239 | -15.57% | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | Reduced | 43,261 | 1,450 | 0.02% | 0.03% | 271 | -10,217 | -19.11% | Q1 2026 | Apr 07, 2026 |
| DAVIDSON TRUST CO | History | Added to | 43,085 | 1,445 | 0.62% | 0.57% | 272 | +2,437 | 6.0% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Reduced | 42,933 | 1,439 | 0.0% | 0.0% | 273 | -1,723 | -3.86% | Q1 2026 | May 14, 2026 |
| E&G Advisors, LP | History | Reduced | 41,796 | 1,401 | 0.31% | 0.32% | 274 | -200 | -0.48% | Q1 2026 | Apr 21, 2026 |
| Jacobi Capital Management LLC | History | Added to | 40,579 | 1,361 | 0.08% | 0.07% | 275 | +6,179 | 17.96% | Q1 2026 | May 13, 2026 |
| Community Bank, N.A. | History | Added to | 38,874 | 1,303 | 0.16% | 0.15% | 276 | +2,020 | 5.48% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 38,807 | 1,301 | 0.02% | 0.0% | 277 | +32,451 | 510.56% | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Added to | 38,570 | 1,293 | 0.01% | 0.01% | 278 | +12,234 | 46.45% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Added to | 37,649 | 1,262 | 0.07% | 0.07% | 279 | +1,668 | 4.64% | Q1 2026 | May 04, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 37,520 | 1,258 | 0.07% | 0.07% | 280 | +938 | 2.56% | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 37,429 | 1,255 | 0.06% | 0.05% | 281 | +7,088 | 23.36% | Q1 2026 | May 12, 2026 |
| GenTrust, LLC | History | Reduced | 37,373 | 1,253 | 0.05% | 0.08% | 282 | -14,197 | -27.53% | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | New | 37,275 | 1,250 | 0.02% | — | 283 | +37,275 | New | Q1 2026 | May 01, 2026 |
| Global Endowment Management, LP | History | Added to | 37,054 | 1,243 | 0.14% | 0.09% | 284 | +16,824 | 83.16% | Q1 2026 | May 14, 2026 |
| KKM Financial LLC | History | No change | 36,547 | 1,235 | 0.22% | 0.22% | 285 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 36,557 | 1,226 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 35,700 | 1,197 | 0.01% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 34,058 | 1,142 | 0.04% | 0.03% | 288 | -10,197 | -23.04% | Q1 2026 | Apr 29, 2026 |
| Sharper & Granite LLC | History | Added to | 33,609 | 1,127 | 0.39% | 0.38% | 289 | +1,500 | 4.67% | Q1 2026 | Apr 08, 2026 |
| MGB Wealth Management, LLC | History | No change | 32,185 | 1,089 | 0.31% | 0.31% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Management, Inc. | History | No change | 32,287 | 1,082 | 0.17% | 0.18% | 291 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 31,863 | 1,068 | 0.49% | 0.38% | 292 | -302 | -0.94% | Q1 2026 | May 05, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 31,219 | 1,047 | 0.21% | 0.2% | 293 | +2,846 | 10.03% | Q1 2026 | Apr 06, 2026 |
| Fisher Asset Management, LLC | History | Added to | 30,909 | 1,036 | 0.0% | 0.0% | 294 | +1,851 | 6.37% | Q1 2026 | May 05, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 29,993 | 1,005 | 0.58% | 0.57% | 295 | +463 | 1.57% | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Reduced | 29,670 | 995 | 0.03% | 0.05% | 296 | -11,452 | -27.85% | Q1 2026 | May 06, 2026 |
| Econ Financial Services Corp | History | New | 29,559 | 991 | 0.46% | — | 297 | +29,559 | New | Q1 2026 | Apr 21, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 29,182 | 977 | 0.01% | 0.01% | 298 | +1,226 | 4.39% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 28,948 | 970 | 0.02% | 0.03% | 299 | -1,927 | -6.24% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 28,563 | 958 | 0.01% | 0.01% | 300 | +1,260 | 4.61% | Q1 2026 | May 01, 2026 |