SPDR SERIES TRUST - SPMD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 96,641,159 | 5,723,089 | 3.88% | 3.84% | 1 | +3,972,550 | 4.29% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 20,199,297 | 1,196,202 | 2.27% | 2.33% | 2 | -951,864 | -4.5% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 12,852,544 | 761,127 | 0.2% | 0.2% | 3 | +8,072 | 0.06% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 7,215,287 | 427,289 | 5.08% | 5.03% | 4 | +173,551 | 2.46% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,147,870 | 245,636 | 0.07% | 0.05% | 5 | +1,283,214 | 44.79% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 3,838,500 | 227,315 | 0.03% | 0.01% | 6 | +2,379,080 | 163.02% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 3,797,715 | 224,900 | 0.01% | 0.03% | 7 | -6,026,540 | -61.34% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Reduced | 2,823,459 | 167,205 | 3.64% | 3.71% | 8 | -162,085 | -5.43% | Q1 2026 | May 07, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,584,146 | 153,033 | 2.65% | 2.71% | 9 | +68,544 | 2.72% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 2,263,455 | 134,041 | 0.35% | 0.56% | 10 | -1,327,276 | -36.96% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,996,959 | 118,259 | 0.13% | 0.13% | 11 | -18,719 | -0.93% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,948,480 | 115,388 | 0.07% | 0.07% | 12 | -10,637 | -0.54% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,931,806 | 114,401 | 0.01% | 0.01% | 13 | -22,986 | -1.18% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,827,743 | 108,238 | 0.73% | 0.64% | 14 | +237,165 | 14.91% | Q1 2026 | May 07, 2026 |
| MASON STREET ADVISORS, LLC | History | Reduced | 1,561,969 | 92,499 | 9.04% | 9.04% | 15 | -25,421 | -1.6% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,444,297 | 85,531 | 0.02% | 0.01% | 16 | +235,960 | 19.53% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,434,068 | 84,853 | 0.52% | 0.45% | 17 | +157,584 | 12.35% | Q1 2026 | May 15, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 1,410,470 | 83,528 | 2.51% | 2.51% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,351,739 | 80,051 | 0.12% | 0.13% | 19 | -179,068 | -11.7% | Q1 2026 | May 15, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,330,000 | 78,722 | 1.65% | 1.62% | 20 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Hills Bank & Trust Co | History | Added to | 1,293,637 | 76,609 | 3.7% | 4.31% | 21 | +14,912 | 1.17% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,182,205 | 70,010 | 1.36% | 1.27% | 22 | +67,952 | 6.1% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 1,116,124 | 66,096 | 3.31% | 3.36% | 23 | +1,086 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 1,063,343 | 62,971 | 5.28% | 3.97% | 24 | +178,947 | 20.23% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,048,799 | 62,109 | 0.02% | 0.01% | 25 | +544,839 | 108.11% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 921,272 | 54,557 | 0.01% | 0.01% | 26 | +14,809 | 1.63% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 916,169 | 54,255 | 3.99% | 3.83% | 27 | +35,567 | 4.04% | Q1 2026 | Apr 22, 2026 |
| GREENLEAF TRUST | History | Added to | 901,608 | 53,393 | 0.52% | 0.43% | 28 | +100,283 | 12.51% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 865,545 | 51,257 | 0.01% | 0.01% | 29 | +70,796 | 8.91% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 851,280 | 50,412 | 4.2% | 4.48% | 30 | -33,893 | -3.83% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 846,222 | 50,113 | 0.23% | 0.24% | 31 | -26,262 | -3.01% | Q1 2026 | Apr 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 838,805 | 49,674 | 0.14% | 0.11% | 32 | +147,765 | 21.38% | Q1 2026 | May 08, 2026 |
| BOKF, NA | History | Added to | 825,398 | 48,880 | 0.75% | 0.49% | 33 | +271,498 | 49.02% | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 814,372 | 48,227 | 5.55% | 5.32% | 34 | +33,281 | 4.26% | Q1 2026 | Apr 17, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 807,648 | 47,828 | 3.53% | 4.02% | 35 | -137,786 | -14.57% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 797,017 | 47,573 | 0.45% | 0.42% | 36 | +127,447 | 19.03% | Q1 2026 | Apr 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 756,760 | 44,815 | 2.88% | 2.76% | 37 | +13,055 | 1.76% | Q1 2026 | Apr 17, 2026 |
| Composition Wealth, LLC | History | Added to | 743,651 | 44,039 | 0.6% | 0.52% | 38 | +112,595 | 17.84% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 737,838 | 43,694 | 0.79% | 0.76% | 39 | +55,822 | 8.18% | Q1 2026 | May 11, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 730,796 | 43,277 | 5.76% | 5.68% | 40 | -4,750 | -0.65% | Q1 2026 | Apr 09, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 717,188 | 42,471 | 7.26% | 6.9% | 41 | +14,567 | 2.07% | Q1 2026 | May 04, 2026 |
| RKL Wealth Management LLC | History | Reduced | 679,439 | 40,236 | 3.62% | 3.39% | 42 | -32,736 | -4.6% | Q1 2026 | Apr 24, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 646,479 | 38,284 | 4.73% | 4.76% | 43 | +5,200 | 0.81% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 613,104 | 35,504 | 0.23% | 0.21% | 44 | +87,106 | 16.56% | Q1 2026 | May 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 590,328 | 34,959 | 4.34% | 3.63% | 45 | +107,330 | 22.22% | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 570,200 | 33,767 | 0.03% | 0.06% | 46 | -600,800 | -51.31% | Q1 2026 | May 14, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 550,238 | 32,585 | 7.67% | 7.45% | 47 | -216 | -0.04% | Q1 2026 | Apr 23, 2026 |
| TEXAS PERMANENT SCHOOL FUND CORP | History | Reduced | 521,398 | 30,877 | 1.14% | 7.93% | 48 | -2,472,885 | -82.59% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 508,210 | 30,096 | 0.0% | 0.0% | 49 | +254,304 | 100.16% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 499,427 | 29,601 | 0.94% | 0.95% | 50 | +29,123 | 6.19% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 477,927 | 28,302 | 0.16% | 0.09% | 51 | +43,097 | 9.91% | Q1 2026 | Apr 29, 2026 |
| TSG Advice Partners, LLC | History | Added to | 476,138 | 28,196 | 4.22% | 0.16% | 52 | +457,839 | 2501.99% | Q1 2026 | Apr 24, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 470,043 | 27,835 | 1.89% | 1.82% | 53 | +18,297 | 4.05% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 480,568 | 27,805 | 0.04% | 0.04% | 54 | +7,856 | 1.66% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 467,052 | 27,658 | 0.21% | 0.19% | 55 | +51,578 | 12.41% | Q1 2026 | May 15, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 429,850 | 27,450 | 4.59% | 4.41% | 56 | +26,363 | 6.53% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 461,977 | 27,358 | 0.08% | 0.07% | 57 | -33,190 | -6.7% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 468,852 | 27,151 | 0.48% | 0.48% | 58 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 443,169 | 26,244 | 0.05% | 0.05% | 59 | +16,732 | 3.92% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 422,062 | 24,994 | 0.99% | 1.0% | 60 | -21,759 | -4.9% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 510,122 | 24,603 | 0.05% | 0.04% | 61 | +46,290 | 9.98% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 406,826 | 24,092 | 0.82% | 0.79% | 62 | -2,005 | -0.49% | Q1 2026 | May 07, 2026 |
| Penserra Capital Management LLC | History | Added to | 406,468 | 24,071 | 0.28% | 0.19% | 63 | +129,169 | 46.58% | Q1 2026 | May 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 404,179 | 23,935 | 3.16% | 3.3% | 64 | +8,035 | 2.03% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Added to | 402,793 | 23,853 | 0.52% | 0.37% | 65 | +45,919 | 12.87% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 400,690 | 23,729 | 0.05% | 0.07% | 66 | -262,762 | -39.61% | Q1 2026 | May 01, 2026 |
| SUN LIFE FINANCIAL INC | History | New | 398,410 | 23,582 | 1.34% | — | 67 | +398,410 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 387,471 | 22,946 | 0.03% | 0.01% | 68 | +243,175 | 168.53% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | New | 386,070 | 22,863 | 1.24% | — | 69 | +386,070 | New | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 384,005 | 22,740 | 0.04% | 0.04% | 70 | +40,275 | 11.72% | Q1 2026 | May 14, 2026 |
| Ellenbecker Investment Group | History | Added to | 381,732 | 22,606 | 3.04% | 2.81% | 71 | +34,412 | 9.91% | Q1 2026 | Apr 23, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 364,922 | 21,610 | 2.07% | 1.06% | 72 | +172,496 | 89.64% | Q1 2026 | Apr 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 363,390 | 21,519 | 0.01% | 0.01% | 73 | +176,791 | 94.74% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 347,950 | 20,605 | 0.38% | 0.42% | 74 | -33,154 | -8.7% | Q1 2026 | Apr 17, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 342,090 | 20,258 | 6.21% | 6.8% | 75 | -41,862 | -10.9% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | Added to | 337,421 | 19,982 | 0.21% | 0.07% | 76 | +285,013 | 543.83% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 331,194 | 19,613 | 2.17% | 1.99% | 77 | +24,256 | 7.9% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | Reduced | 328,133 | 19,432 | 2.82% | 2.83% | 78 | -13,011 | -3.81% | Q1 2026 | May 13, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 326,708 | 19,347 | 13.91% | 13.32% | 79 | +25,476 | 8.46% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 326,197 | 19,317 | 0.45% | 0.44% | 80 | +12,535 | 4.0% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Reduced | 304,418 | 18,002 | 0.02% | 0.02% | 81 | -9,999 | -3.18% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Reduced | 301,052 | 17,828 | 0.09% | 0.1% | 82 | -14,044 | -4.46% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 300,883 | 17,818 | 0.07% | 0.07% | 83 | +20,010 | 7.12% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 299,322 | 17,725 | 3.15% | 3.2% | 84 | +12,159 | 4.23% | Q1 2026 | May 08, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 295,835 | 17,519 | 1.66% | 1.62% | 85 | -5,299 | -1.76% | Q1 2026 | May 11, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 294,650 | 17,449 | 5.67% | 5.31% | 86 | +20,140 | 7.34% | Q1 2026 | May 04, 2026 |
| New Perspectives, Inc | History | Added to | 292,424 | 17,317 | 6.0% | 5.68% | 87 | +9,771 | 3.46% | Q1 2026 | Apr 21, 2026 |
| CIBC Bancorp USA Inc. | History | New | 291,283 | 17,224 | 0.02% | — | 88 | +291,283 | New | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 286,401 | 16,960 | 0.48% | 0.5% | 89 | +11,711 | 4.26% | Q1 2026 | Apr 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 286,365 | 16,958 | 0.63% | 0.61% | 90 | +7,553 | 2.71% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 283,790 | 16,806 | 0.03% | 0.04% | 91 | +53,264 | 23.11% | Q1 2026 | May 01, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 276,328 | 16,364 | 0.23% | 0.29% | 92 | -14,849 | -5.1% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 274,600 | 16,261 | 0.02% | 0.02% | 93 | +7,845 | 2.94% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 282,079 | 16,219 | 0.0% | 0.0% | 94 | +52,656 | 22.95% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 268,701 | 15,912 | 0.2% | 0.2% | 95 | +5,121 | 1.94% | Q1 2026 | May 08, 2026 |
| Venture Visionary Partners LLC | History | Added to | 265,472 | 15,721 | 0.52% | 0.02% | 96 | +255,618 | 2594.05% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 260,723 | 15,439 | 0.0% | 0.0% | 97 | -31,879 | -10.9% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 255,766 | 15,146 | 0.05% | 0.04% | 98 | +16,104 | 6.72% | Q1 2026 | May 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 255,038 | 15,103 | 0.66% | 0.62% | 99 | -10,445 | -3.93% | Q1 2026 | May 06, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 240,095 | 14,218 | 5.74% | 5.46% | 100 | +7,439 | 3.2% | Q1 2026 | Apr 29, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 238,467 | 14,122 | 3.52% | 3.38% | 101 | +2,824 | 1.2% | Q1 2026 | Apr 27, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 237,889 | 14,087 | 1.45% | 1.34% | 102 | +9,557 | 4.19% | Q1 2026 | May 12, 2026 |
| Bensler, LLC | History | Added to | 236,196 | 13,987 | 1.44% | 1.34% | 103 | +5,447 | 2.36% | Q1 2026 | May 01, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 229,671 | 13,601 | 1.52% | 1.52% | 104 | +3,275 | 1.45% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | Added to | 223,086 | 13,211 | 0.01% | 0.01% | 105 | +1,122 | 0.51% | Q1 2026 | May 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 222,433 | 13,172 | 6.02% | 5.96% | 106 | +5,066 | 2.33% | Q1 2026 | Apr 20, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 220,883 | 13,080 | 4.25% | 3.98% | 107 | +14,812 | 7.19% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 216,438 | 12,817 | 0.47% | 0.49% | 108 | +34,458 | 18.94% | Q1 2026 | May 19, 2026 |
| WBH ADVISORY INC | History | Added to | 211,868 | 12,646 | 0.95% | 0.9% | 109 | +2,370 | 1.13% | Q1 2026 | Apr 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 204,578 | 12,115 | 0.09% | 0.09% | 110 | -4,766 | -2.28% | Q1 2026 | May 12, 2026 |
| PSI Advisors, LLC | History | Added to | 204,562 | 12,114 | 2.9% | 2.7% | 111 | +18,609 | 10.01% | Q1 2026 | May 14, 2026 |
| FF Advisors,LLC | History | Added to | 188,220 | 11,987 | 4.86% | 4.51% | 112 | +13,318 | 7.61% | Q1 2026 | Apr 27, 2026 |
| WRAPMANAGER INC | History | Added to | 201,846 | 11,953 | 4.15% | 3.8% | 113 | +7,524 | 3.87% | Q1 2026 | May 11, 2026 |
| Stewardship Advisors, LLC | History | Added to | 198,510 | 11,755 | 2.7% | 2.57% | 114 | +6,492 | 3.38% | Q1 2026 | Apr 17, 2026 |
| My Portfolio Guide, LLC | History | New | 198,060 | 11,732 | 6.49% | — | 115 | +198,060 | New | Q1 2026 | May 05, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 192,961 | 11,427 | 3.27% | 6.31% | 116 | -179,006 | -48.12% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 189,067 | 11,196 | 0.06% | 0.03% | 117 | +108,893 | 135.82% | Q1 2026 | May 15, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 188,869 | 11,184 | 3.89% | 3.8% | 118 | +2,351 | 1.26% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 184,237 | 10,910 | 0.06% | 0.06% | 119 | -204 | -0.11% | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 179,274 | 10,700 | 1.71% | 1.69% | 120 | +11,997 | 7.17% | Q1 2026 | Apr 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 175,072 | 10,367 | 4.76% | 3.57% | 121 | +264 | 0.15% | Q1 2026 | May 05, 2026 |
| Lumbard & Kellner, LLC | History | Added to | 172,588 | 10,220 | 3.54% | 3.45% | 122 | +2,326 | 1.37% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Reduced | 171,919 | 10,181 | 0.35% | 0.38% | 123 | -4,332 | -2.46% | Q1 2026 | May 06, 2026 |
| CGN Advisors LLC | History | Reduced | 169,421 | 10,033 | 0.79% | 0.78% | 124 | -437 | -0.26% | Q1 2026 | Apr 13, 2026 |
| Austin Private Wealth, LLC | History | No change | 172,846 | 10,009 | 0.74% | 0.74% | 125 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 169,007 | 10,008 | 2.21% | 2.55% | 126 | -29,516 | -14.87% | Q1 2026 | Apr 03, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 168,642 | 9,987 | 2.54% | 2.85% | 127 | -3,497 | -2.03% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 167,116 | 9,897 | 0.03% | 0.03% | 128 | -21,631 | -11.46% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 166,472 | 9,858 | 0.08% | 0.06% | 129 | +80,004 | 92.52% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 165,486 | 9,800 | 0.04% | 0.04% | 130 | +1,900 | 1.16% | Q1 2026 | May 11, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 162,578 | 9,627 | 2.71% | 2.68% | 131 | -5,167 | -3.08% | Q1 2026 | Apr 10, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 162,020 | 9,594 | 1.23% | 0.97% | 132 | +33,395 | 25.96% | Q1 2026 | Apr 17, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 161,400 | 9,558 | 0.17% | 0.13% | 133 | +33,500 | 26.19% | Q1 2026 | Apr 20, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 7,778 | 9,538 | 4.17% | 0.43% | 134 | -7,586 | -49.38% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 151,128 | 8,949 | 0.07% | 0.07% | 135 | -4,633 | -2.97% | Q1 2026 | May 01, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 139,657 | 8,918 | 3.76% | 3.86% | 136 | +1,224 | 0.88% | Q1 2026 | May 08, 2026 |
| Vivaldi Capital Management LP | History | Added to | 147,263 | 8,720 | 1.21% | 1.04% | 137 | +14,736 | 11.12% | Q1 2026 | May 14, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 146,051 | 8,649 | 2.01% | 1.95% | 138 | +2,983 | 2.09% | Q1 2026 | May 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 142,538 | 8,441 | 0.51% | 0.5% | 139 | +514 | 0.36% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 137,890 | 8,165 | 0.0% | 0.0% | 140 | +566 | 0.41% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 127,760 | 8,138 | 0.18% | 0.19% | 141 | +2,852 | 2.28% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 137,215 | 8,125 | 0.19% | 0.2% | 142 | -18,841 | -12.07% | Q1 2026 | May 15, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 136,630 | 8,091 | 3.91% | — | 143 | +136,630 | New | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 48,298 | 8,000 | 0.37% | 0.04% | 144 | -134,764 | -73.62% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 134,141 | 7,943 | 0.18% | 0.18% | 145 | +7,008 | 5.51% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 132,763 | 7,862 | 0.15% | 0.14% | 146 | +1,102 | 0.84% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 131,851 | 7,808 | 0.07% | 0.06% | 147 | -4,845 | -3.54% | Q1 2026 | May 13, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 130,612 | 7,734 | 1.19% | 1.19% | 148 | +5,721 | 4.58% | Q1 2026 | May 11, 2026 |
| Gradient Investments LLC | History | Added to | 129,439 | 7,665 | 0.12% | 0.1% | 149 | +20,150 | 18.44% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Group, LLC | History | Added to | 128,108 | 7,586 | 3.54% | 3.52% | 150 | +1,544 | 1.22% | Q1 2026 | Apr 23, 2026 |
| AF Advisors, Inc. | History | No change | 128,000 | 7,580 | 4.19% | 2.82% | 151 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 125,364 | 7,424 | 0.08% | 0.08% | 152 | +1,788 | 1.45% | Q1 2026 | Apr 28, 2026 |
| Jump Financial, LLC | History | Added to | 122,191 | 7,236 | 0.1% | 0.01% | 153 | +110,685 | 961.98% | Q1 2026 | May 14, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 121,143 | 7,174 | 2.32% | — | 154 | +121,143 | New | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 120,480 | 7,134 | 0.07% | 0.07% | 155 | -3,595 | -2.9% | Q1 2026 | May 08, 2026 |
| KWB Wealth | History | Reduced | 122,356 | 7,085 | 0.7% | 0.67% | 156 | -310 | -0.25% | Q1 2026 | Apr 08, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 117,294 | 6,946 | 3.03% | 2.9% | 157 | -12,184 | -9.41% | Q1 2026 | May 01, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 117,044 | 6,931 | 0.15% | 0.11% | 158 | +31,688 | 37.12% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 116,259 | 6,884 | 0.01% | 0.01% | 159 | -4,681 | -3.87% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 107,351 | 6,357 | 0.14% | 0.14% | 160 | +1,678 | 1.59% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 106,696 | 6,318 | 0.33% | 0.34% | 161 | -721 | -0.67% | Q1 2026 | Apr 29, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 106,608 | 6,313 | 0.08% | 0.08% | 162 | -14,431 | -11.92% | Q1 2026 | May 06, 2026 |
| PECAUT & CO. | History | Reduced | 106,001 | 6,277 | 2.04% | 2.05% | 163 | -3,969 | -3.61% | Q1 2026 | May 11, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 105,034 | 6,220 | 3.07% | 2.77% | 164 | +8,562 | 8.88% | Q1 2026 | Apr 30, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 106,823 | 6,186 | 0.56% | 0.69% | 165 | -10,187 | -8.71% | Q1 2026 | Apr 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 104,389 | 6,181 | 0.1% | 0.02% | 166 | +86,432 | 481.33% | Q1 2026 | May 18, 2026 |
| Bill Few Associates, Inc. | History | Added to | 104,289 | 6,175 | 1.48% | 1.44% | 167 | +2,852 | 2.81% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 103,510 | 6,129 | 0.01% | 0.01% | 168 | +37,849 | 57.64% | Q1 2026 | May 15, 2026 |
| Addison Capital Co | History | Added to | 102,970 | 6,097 | 1.08% | 1.33% | 169 | +10,717 | 11.62% | Q1 2026 | Apr 29, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 102,969 | 6,089 | 2.1% | 1.98% | 170 | +2,985 | 2.99% | Q1 2026 | May 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 101,127 | 5,988 | 0.41% | 0.36% | 171 | +1,459 | 1.46% | Q1 2026 | May 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 100,952 | 5,978 | 0.16% | 0.0% | 172 | +100,929 | 438821.74% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 100,752 | 5,966 | 0.09% | 0.06% | 173 | +49,498 | 96.57% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 102,761 | 5,956 | 0.0% | 0.0% | 174 | +21,695 | 26.76% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 98,414 | 5,881 | 0.18% | 0.07% | 175 | +42,589 | 76.29% | Q1 2026 | Apr 08, 2026 |
| CVFG LLC | History | Added to | 98,614 | 5,839 | 0.73% | 3.71% | 176 | +5,198 | 5.56% | Q1 2026 | Apr 29, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 98,532 | 5,835 | 0.45% | 0.4% | 177 | -3,244 | -3.19% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 96,776 | 5,731 | 0.22% | 0.56% | 178 | -132,933 | -57.87% | Q1 2026 | Apr 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 96,478 | 5,713 | 0.01% | 0.01% | 179 | -2,779 | -2.8% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 92,501 | 5,477 | 0.24% | 0.25% | 180 | +1,252 | 1.37% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 91,226 | 5,402 | 0.19% | 0.2% | 181 | -965 | -1.05% | Q1 2026 | May 13, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 90,849 | 5,380 | 3.63% | 3.17% | 182 | +13,603 | 17.61% | Q1 2026 | Apr 28, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 89,331 | 5,290 | 1.18% | 1.12% | 183 | +6,559 | 7.92% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 88,672 | 5,251 | 0.22% | — | 184 | +88,672 | New | Q1 2026 | May 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 88,271 | 5,227 | 1.93% | 1.94% | 185 | +2,377 | 2.77% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 86,811 | 5,140 | 0.08% | 0.03% | 186 | +57,518 | 196.35% | Q1 2026 | Apr 27, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 86,425 | 5,118 | 1.51% | 1.54% | 187 | -1,981 | -2.24% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 84,911 | 5,028 | 0.0% | 0.0% | 188 | +7,972 | 10.36% | Q1 2026 | May 12, 2026 |
| Pachira Investments Inc. | History | Reduced | 84,443 | 5,000 | 2.34% | 2.66% | 189 | -9,854 | -10.45% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 84,094 | 4,980 | 0.04% | 0.03% | 190 | +9,617 | 12.91% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 84,061 | 4,978 | 0.9% | 0.86% | 191 | +5,306 | 6.74% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 83,785 | 4,961 | 0.22% | 0.2% | 192 | +9,728 | 13.14% | Q1 2026 | Apr 28, 2026 |
| TRUEFG, LLC | History | Added to | 83,537 | 4,947 | 1.31% | 1.29% | 193 | +523 | 0.63% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 83,465 | 4,942 | 0.01% | 0.01% | 194 | -68,556 | -45.1% | Q1 2026 | Apr 27, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 78,735 | 4,662 | 1.55% | 1.56% | 195 | -2,849 | -3.49% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 76,700 | 4,542 | 0.01% | — | 196 | +76,700 | New | Q1 2026 | May 14, 2026 |
| Omnitrust Wealth Management, Inc | History | Reduced | 76,589 | 4,535 | 5.87% | 5.66% | 197 | -369 | -0.48% | Q1 2026 | Apr 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 76,488 | 4,529 | 0.26% | — | 198 | +76,488 | New | Q1 2026 | Apr 09, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 74,685 | 4,422 | 0.86% | 0.78% | 199 | +9,244 | 14.13% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 74,165 | 4,392 | 0.53% | 0.51% | 200 | +1,341 | 1.84% | Q1 2026 | Apr 23, 2026 |
| Compass Wealth Management LLC | History | Reduced | 73,692 | 4,364 | 1.08% | 1.1% | 201 | -2,535 | -3.33% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 73,500 | 4,352 | 0.02% | 0.02% | 203 | +6,868 | 10.31% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 73,501 | 4,352 | 0.06% | 0.06% | 202 | +3,871 | 5.56% | Q1 2026 | Apr 10, 2026 |
| ArborFi Advisors, LLC | History | Added to | 73,454 | 4,349 | 3.55% | 3.27% | 204 | +3,878 | 5.57% | Q1 2026 | Apr 29, 2026 |
| Up Capital Management, Inc. | History | Added to | 73,010 | 4,323 | 4.85% | 0.59% | 205 | +61,542 | 536.64% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 71,844 | 4,254 | 0.05% | 0.05% | 206 | +4,598 | 6.84% | Q1 2026 | Apr 20, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 71,023 | 4,205 | 0.84% | 0.78% | 207 | +6,858 | 10.69% | Q1 2026 | Apr 14, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 70,575 | 4,179 | 1.74% | 1.67% | 208 | +1,326 | 1.91% | Q1 2026 | Apr 23, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Reduced | 70,328 | 4,164 | 0.89% | 1.05% | 209 | -10,045 | -12.5% | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 69,710 | 4,128 | 0.39% | 0.6% | 210 | -43,256 | -38.29% | Q1 2026 | Apr 27, 2026 |
| Benchmark Financial, LLC | History | Added to | 69,380 | 4,108 | 3.69% | 3.65% | 211 | +6,209 | 9.83% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 66,900 | 3,961 | 0.0% | 0.0% | 212 | -6,300 | -8.61% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 66,707 | 3,950 | 0.06% | 0.06% | 213 | +7,410 | 12.5% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 65,850 | 3,899 | 0.28% | 0.24% | 214 | +8,410 | 14.64% | Q1 2026 | May 05, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 65,523 | 3,880 | 1.46% | 1.43% | 215 | +109 | 0.17% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Added to | 64,794 | 3,837 | 0.05% | 0.01% | 216 | +54,092 | 505.44% | Q1 2026 | May 15, 2026 |
| G&S Capital LLC | History | Reduced | 63,742 | 3,774 | 1.33% | 1.59% | 217 | -13,783 | -17.78% | Q1 2026 | Apr 07, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 63,617 | 3,767 | 2.58% | 2.44% | 218 | +957 | 1.53% | Q1 2026 | May 06, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 63,057 | 3,734 | 0.67% | 1.02% | 219 | -2,526 | -3.85% | Q1 2026 | May 01, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 62,885 | 3,724 | 4.17% | 4.19% | 220 | -3,987 | -5.96% | Q1 2026 | May 08, 2026 |
| Lynx Investment Advisory | History | Added to | 62,763 | 3,716 | 1.78% | 1.87% | 221 | +3,515 | 5.93% | Q1 2026 | Apr 24, 2026 |
| Jacobi Capital Management LLC | History | Added to | 62,090 | 3,676 | 0.21% | 0.19% | 222 | +6,222 | 11.14% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,441 | 3,638 | 0.0% | 0.0% | 223 | +29,782 | 94.07% | Q1 2026 | May 15, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 60,645 | 3,613 | 2.92% | 2.8% | 224 | +3,431 | 6.0% | Q1 2026 | Apr 08, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 60,994 | 3,612 | 0.73% | 0.7% | 225 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Breachway Investments LLC | History | Added to | 58,996 | 3,521 | 3.38% | 3.52% | 226 | +1,432 | 2.49% | Q1 2026 | Apr 13, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 57,911 | 3,429 | 2.41% | 2.43% | 227 | -1,148 | -1.94% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 56,685 | 3,356 | 0.23% | 0.24% | 228 | +4,841 | 9.34% | Q1 2026 | Apr 17, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 56,297 | 3,333 | 1.83% | 1.59% | 229 | +6,652 | 13.4% | Q1 2026 | Apr 09, 2026 |
| Atria Investments, Inc | History | Reduced | 55,750 | 3,301 | 0.04% | 0.04% | 230 | -836 | -1.48% | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 55,346 | 3,277 | 0.26% | 0.26% | 231 | -843 | -1.5% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 54,688 | 3,238 | 0.36% | 0.32% | 232 | +5,181 | 10.47% | Q1 2026 | May 05, 2026 |
| Luken Investment Analytics, LLC | History | New | 54,441 | 3,223 | 1.23% | — | 233 | +54,441 | New | Q1 2026 | May 12, 2026 |
| Capital Investment Management, Inc. | History | Added to | 54,334 | 3,217 | 1.1% | 1.07% | 234 | +1,503 | 2.84% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 53,952 | 3,195 | 0.18% | 0.16% | 235 | +8,065 | 17.58% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 53,826 | 3,188 | 0.1% | 0.12% | 236 | -9,142 | -14.52% | Q1 2026 | May 15, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 53,678 | 3,178 | 0.72% | 0.69% | 237 | -268 | -0.5% | Q1 2026 | Apr 22, 2026 |
| Luminist Capital LLC | History | Added to | 53,629 | 3,175 | 4.22% | 3.54% | 238 | +4,070 | 8.21% | Q1 2026 | Apr 24, 2026 |
| Fiduciary Group, LLC | History | Added to | 53,523 | 3,169 | 0.27% | 0.23% | 239 | +5,505 | 11.46% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 53,265 | 3,154 | 0.0% | — | 240 | +53,265 | New | Q1 2026 | May 12, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 53,142 | 3,147 | 0.25% | 0.24% | 241 | -671 | -1.25% | Q1 2026 | Apr 29, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 52,956 | 3,136 | 0.05% | 0.05% | 242 | -1,232 | -2.27% | Q1 2026 | May 05, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 52,820 | 3,127 | 0.78% | 0.79% | 243 | -86 | -0.16% | Q1 2026 | May 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 52,641 | 3,117 | 0.41% | 0.4% | 244 | +2,346 | 4.66% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Added to | 51,822 | 3,070 | 0.08% | 0.09% | 245 | +242 | 0.47% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 51,518 | 3,050 | 0.22% | 0.22% | 246 | +1,274 | 2.54% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 51,495 | 3,049 | 0.02% | 0.02% | 247 | +1,244 | 2.48% | Q1 2026 | May 15, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 51,420 | 3,045 | 1.13% | 1.02% | 248 | +1,318 | 2.63% | Q1 2026 | May 14, 2026 |
| Madison Asset Management, LLC | History | No change | 51,395 | 3,043 | 0.04% | 0.03% | 249 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 51,189 | 3,031 | 0.73% | 0.61% | 250 | +10,775 | 26.66% | Q1 2026 | Apr 24, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 51,053 | 3,023 | 0.09% | 0.1% | 251 | -193 | -0.38% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 50,394 | 2,984 | 0.15% | 0.15% | 252 | +340 | 0.68% | Q1 2026 | Apr 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 50,206 | 2,973 | 0.03% | 0.04% | 253 | +3,029 | 6.42% | Q1 2026 | May 15, 2026 |
| Tandem Investment Partners LLC | History | Added to | 50,210 | 2,973 | 2.52% | 2.4% | 254 | +1,115 | 2.27% | Q1 2026 | May 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 49,613 | 2,938 | 1.38% | 1.24% | 255 | +4,077 | 8.95% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 49,220 | 2,914 | 0.18% | 0.14% | 256 | +784 | 1.62% | Q1 2026 | Apr 28, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 49,170 | 2,911 | 1.55% | 1.48% | 257 | -661 | -1.33% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | New | 49,143 | 2,910 | 0.1% | — | 258 | +49,143 | New | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | New | 48,879 | 2,894 | 0.01% | — | 259 | +48,879 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 48,847 | 2,892 | 0.0% | 0.0% | 260 | +3,815 | 8.47% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,644 | 2,880 | 0.01% | 0.01% | 261 | +14,210 | 41.27% | Q1 2026 | Apr 30, 2026 |
| Range Financial Group LLC | History | Reduced | 48,368 | 2,864 | 0.96% | 0.99% | 262 | -919 | -1.86% | Q1 2026 | Apr 30, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 48,207 | 2,854 | 0.07% | 0.06% | 263 | +6,265 | 14.94% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 48,079 | 2,847 | 0.06% | 0.08% | 264 | -10,539 | -17.98% | Q1 2026 | Apr 13, 2026 |
| Shum Financial Group, Inc. | History | Added to | 47,573 | 2,817 | 1.99% | 1.97% | 265 | +241 | 0.51% | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 47,116 | 2,790 | 0.3% | 0.36% | 266 | -11,820 | -20.06% | Q1 2026 | Apr 28, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 46,837 | 2,773 | 0.28% | 0.31% | 267 | -3,847 | -7.59% | Q1 2026 | May 15, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 46,603 | 2,759 | 1.07% | 1.2% | 268 | -1,387 | -2.89% | Q1 2026 | Apr 22, 2026 |
| Breakwater Capital Group | History | Added to | 46,406 | 2,748 | 0.37% | 0.33% | 269 | +5,627 | 13.8% | Q1 2026 | Apr 20, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 46,147 | 2,732 | 0.21% | 0.2% | 270 | +1,904 | 4.3% | Q1 2026 | May 07, 2026 |
| Intrua Financial, LLC | History | Reduced | 46,030 | 2,725 | 0.28% | 0.3% | 271 | -2,823 | -5.78% | Q1 2026 | Apr 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 44,173 | 2,615 | 0.25% | 0.23% | 272 | -718 | -1.6% | Q1 2026 | May 01, 2026 |
| Wealthquest Corp | History | No change | 44,985 | 2,605 | 0.2% | 0.2% | 273 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Towercrest Capital Management | History | Added to | 43,958 | 2,603 | 0.41% | 0.4% | 274 | +242 | 0.55% | Q1 2026 | May 01, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 43,407 | 2,570 | 0.47% | 0.42% | 275 | +4,309 | 11.02% | Q1 2026 | May 04, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 42,394 | 2,510 | 2.33% | 2.3% | 276 | -1,025 | -2.36% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 42,366 | 2,508 | 0.0% | 0.0% | 277 | +4,759 | 12.65% | Q1 2026 | May 15, 2026 |
| SEMITAM BONAM LLC | History | Added to | 42,215 | 2,499 | 2.04% | 2.0% | 278 | +728 | 1.75% | Q1 2026 | Apr 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 42,014 | 2,488 | 0.58% | 0.77% | 279 | -12,959 | -23.57% | Q1 2026 | Apr 17, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 40,822 | 2,417 | 0.29% | 0.25% | 280 | +7,202 | 21.42% | Q1 2026 | Apr 24, 2026 |
| Financial Enhancement Group LLC | History | Added to | 37,575 | 2,401 | 0.3% | 0.26% | 281 | +4,804 | 14.66% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 40,133 | 2,376 | 0.0% | 0.0% | 282 | +5,454 | 15.73% | Q1 2026 | May 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 39,852 | 2,360 | 0.25% | 0.26% | 283 | -384 | -0.95% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 38,585 | 2,284 | 0.02% | 0.02% | 284 | +2,046 | 5.6% | Q1 2026 | Apr 20, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 38,478 | 2,278 | 0.23% | 0.22% | 285 | +178 | 0.46% | Q1 2026 | Apr 15, 2026 |
| SIMA Wealth Partners, LLC | History | New | 38,356 | 2,271 | 1.73% | — | 286 | +38,356 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 38,302 | 2,268 | 0.06% | 0.06% | 287 | -1,443 | -3.63% | Q1 2026 | Apr 29, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 37,901 | 2,244 | 2.15% | — | 288 | +37,901 | New | Q1 2026 | May 06, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 37,760 | 2,236 | 0.79% | 0.75% | 289 | +1,541 | 4.25% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 36,892 | 2,202 | 0.04% | 0.05% | 290 | -9,423 | -20.35% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 37,084 | 2,196 | 0.07% | 0.07% | 291 | +3,143 | 9.26% | Q1 2026 | May 15, 2026 |
| S.A. Mason LLC | History | Added to | 36,665 | 2,171 | 0.81% | 0.81% | 292 | +1,466 | 4.16% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 35,438 | 2,098 | 0.08% | 0.12% | 293 | +17,051 | 92.73% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 35,376 | 2,094 | 0.24% | 0.11% | 294 | +21,826 | 161.08% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 35,089 | 2,078 | 0.05% | 0.04% | 295 | +6,919 | 24.56% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 35,036 | 2,074 | 0.28% | 0.35% | 296 | -11,912 | -25.37% | Q1 2026 | Apr 08, 2026 |
| Alliance Wealth Management Group | History | Added to | 34,814 | 2,061 | 0.45% | 0.44% | 297 | +271 | 0.78% | Q1 2026 | Apr 29, 2026 |
| Global Assets Advisory, LLC | History | New | 15,531 | 2,056 | 0.59% | — | 298 | +15,531 | New | Q1 2026 | May 01, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 34,669 | 2,053 | 0.2% | 0.19% | 299 | +1 | 0.0% | Q1 2026 | May 06, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 33,515 | 1,984 | 0.26% | 0.2% | 300 | +1,750 | 5.51% | Q1 2026 | Apr 22, 2026 |