SPDR SERIES TRUST - SPSB
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.
Details.
Showing first 300 of
625 rows for faster page load.
Load all rows.
Rows: 0
| 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 | 53,069,411 | 1,595,797 | 1.08% | 1.1% | 1 | +2,164,798 | 4.25% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 30,974,728 | 929,861 | 0.06% | 0.0% | 2 | +30,620,728 | 8649.92% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 9,509,202 | 285,941 | 0.08% | 0.08% | 3 | +83,722 | 0.89% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 9,127,167 | 274,453 | 3.26% | 3.25% | 4 | +389,971 | 4.46% | Q1 2026 | May 01, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,436,338 | 223,610 | 0.02% | 0.01% | 5 | +2,573,239 | 52.91% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 7,009,627 | 210,779 | 0.01% | 0.02% | 6 | -1,702,716 | -19.54% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,995,308 | 180,278 | 0.28% | 0.24% | 7 | +819,038 | 15.82% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,306,167 | 159,556 | 0.04% | 0.05% | 8 | -87,519 | -1.62% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 5,239,732 | 157,558 | 0.01% | 0.0% | 9 | +5,232,269 | 70109.46% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 5,184,845 | 155,909 | 4.26% | 3.59% | 10 | +818,979 | 18.76% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,170,948 | 125,420 | 0.69% | 0.64% | 11 | +629,598 | 17.78% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | Added to | 3,933,540 | 118,281 | 1.26% | 1.54% | 12 | +200,000 | 5.36% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,559,104 | 107,023 | 0.02% | 0.02% | 13 | -320,147 | -8.25% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,500,002 | 105,245 | 0.02% | 0.02% | 14 | -177,608 | -4.83% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Reduced | 3,260,348 | 98,038 | 0.0% | 0.0% | 15 | -139,260 | -4.1% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 3,028,206 | 91,058 | 3.99% | 5.0% | 16 | +30,645 | 1.02% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 2,815,855 | 84,672 | 0.01% | 0.01% | 17 | +315,074 | 12.6% | Q1 2026 | May 05, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 2,408,155 | 72,413 | 5.18% | 5.05% | 18 | +167,613 | 7.48% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,154,007 | 64,770 | 0.04% | 0.04% | 19 | -27,559 | -1.26% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,098,216 | 63,093 | 0.01% | 0.01% | 20 | +28,952 | 1.4% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 1,990,622 | 59,852 | 0.07% | 0.06% | 21 | +204,522 | 11.45% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,934,001 | 58,155 | 0.06% | 0.06% | 22 | +137,851 | 7.67% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,819,145 | 54,640 | 0.01% | 0.02% | 23 | -381,081 | -17.32% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Added to | 1,665,715 | 50,088 | 5.1% | 5.05% | 24 | +14,904 | 0.9% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Added to | 1,478,176 | 44,448 | 1.81% | 1.55% | 25 | +27,514 | 1.9% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,475,205 | 44,359 | 0.06% | 0.07% | 26 | -66,188 | -4.29% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,472,559 | 44,279 | 0.01% | 0.01% | 27 | +427,341 | 40.89% | Q1 2026 | May 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 1,408,718 | 42,317 | 5.9% | 5.9% | 28 | +53,633 | 3.96% | Q1 2026 | Apr 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,269,078 | 38,161 | 2.65% | 2.52% | 29 | +52,719 | 4.33% | Q1 2026 | May 12, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 1,195,219 | 35,940 | 5.22% | 4.71% | 30 | +67,107 | 5.95% | Q1 2026 | Apr 23, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 1,171,796 | 35,235 | 4.75% | 4.57% | 31 | +45,500 | 4.04% | Q1 2026 | May 15, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 1,170,745 | 35,204 | 9.52% | 10.71% | 32 | +72,471 | 6.6% | Q1 2026 | Apr 17, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 1,163,729 | 34,993 | 4.54% | 3.79% | 33 | +28,466 | 2.51% | Q1 2026 | Apr 22, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,122,144 | 33,742 | 0.23% | 0.21% | 34 | +145,734 | 14.93% | Q1 2026 | May 07, 2026 |
| Concord Wealth Partners | History | Added to | 1,111,212 | 33,414 | 4.34% | 4.17% | 35 | +48,877 | 4.6% | Q1 2026 | May 01, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 1,077,015 | 32,385 | 5.47% | 5.4% | 36 | +44,013 | 4.26% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,013,486 | 30,475 | 0.0% | — | 37 | +1,013,486 | New | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,005,946 | 30,248 | 0.01% | 0.01% | 38 | -34,204 | -3.29% | Q1 2026 | May 05, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 993,900 | 29,836 | 0.23% | — | 39 | +993,900 | New | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 992,198 | 29,780 | 0.05% | 0.0% | 40 | +991,735 | 214197.62% | Q1 2026 | May 05, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 952,098 | 28,629 | 0.46% | 0.46% | 41 | +13,806 | 1.47% | Q1 2026 | Apr 27, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 949,179 | 28,541 | 9.76% | 10.4% | 42 | -1,288 | -0.14% | Q1 2026 | Apr 29, 2026 |
| SoundView Advisors Inc. | History | Reduced | 936,129 | 28,149 | 10.02% | 10.75% | 43 | -83,979 | -8.23% | Q1 2026 | May 01, 2026 |
| Flagstone Financial Management | History | Added to | 912,452 | 27,437 | 6.81% | 6.6% | 44 | +60,277 | 7.07% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 892,159 | 26,827 | 1.61% | 1.39% | 45 | +134,277 | 17.72% | Q1 2026 | May 13, 2026 |
| Occidental Asset Management, LLC | History | Added to | 854,373 | 25,690 | 3.04% | 2.91% | 46 | +52,731 | 6.58% | Q1 2026 | Apr 15, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 828,388 | 24,909 | 1.97% | 2.76% | 47 | -358,655 | -30.21% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 774,929 | 23,302 | 0.06% | 0.06% | 48 | +68,955 | 9.77% | Q1 2026 | May 14, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 771,921 | 23,211 | 2.41% | 1.47% | 49 | +321,353 | 71.32% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 736,885 | 22,158 | 0.17% | 0.18% | 50 | +2,984 | 0.41% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 723,729 | 21,762 | 0.74% | 0.03% | 51 | +692,394 | 2209.65% | Q1 2026 | Apr 07, 2026 |
| SWMG, LLC | History | Added to | 709,019 | 21,320 | 6.09% | 5.67% | 52 | +33,835 | 5.01% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Added to | 704,271 | 21,177 | 0.24% | 0.22% | 53 | +65,638 | 10.28% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 701,304 | 21,088 | 4.46% | 4.24% | 54 | +35,687 | 5.36% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 698,064 | 20,990 | 0.49% | 0.49% | 55 | +30,250 | 4.53% | Q1 2026 | May 04, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 676,963 | 20,356 | 5.23% | 4.84% | 56 | -10,924 | -1.59% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 668,703 | 20,107 | 0.15% | 0.11% | 57 | +183,267 | 37.75% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 668,001 | 20,086 | 0.04% | 0.03% | 58 | +62,368 | 10.3% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 659,862 | 19,842 | 0.12% | 0.16% | 59 | -208,957 | -24.05% | Q1 2026 | May 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 634,547 | 19,080 | 8.43% | 7.56% | 60 | +84,587 | 15.38% | Q1 2026 | Apr 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 631,291 | 18,982 | 3.71% | 3.72% | 61 | -6,890 | -1.08% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 631,578 | 18,934 | 0.32% | 0.45% | 62 | -184,280 | -22.59% | Q1 2026 | May 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 615,348 | 18,503 | 0.26% | 0.17% | 63 | +176,872 | 40.34% | Q1 2026 | Apr 30, 2026 |
| Hardy Reed LLC | History | Added to | 578,912 | 17,407 | 1.27% | 1.23% | 64 | +10,034 | 1.76% | Q1 2026 | Apr 28, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 566,191 | 17,025 | 0.03% | 0.05% | 65 | -268,656 | -32.18% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Added to | 558,724 | 16,800 | 3.27% | 2.92% | 66 | +52,816 | 10.44% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 547,685 | 16,468 | 0.22% | 0.21% | 67 | +57,278 | 11.68% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 538,923 | 16,275 | 1.19% | 1.19% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Management, Inc. | History | Added to | 531,884 | 15,993 | 2.55% | 2.34% | 69 | +56,193 | 11.81% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 519,116 | 15,609 | 0.02% | 0.01% | 70 | +192,821 | 59.09% | Q1 2026 | Apr 27, 2026 |
| Woodside Wealth Management LLC | History | Added to | 505,290 | 15,194 | 11.87% | 10.81% | 71 | +25,485 | 5.31% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 490,145 | 14,802 | 0.1% | 0.09% | 72 | +38,646 | 8.56% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 491,406 | 14,776 | 1.82% | 1.75% | 73 | +38,440 | 8.49% | Q1 2026 | Apr 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 488,008 | 14,674 | 0.2% | 0.21% | 74 | +8,569 | 1.79% | Q1 2026 | May 12, 2026 |
| ROGCO, LP | History | Added to | 482,735 | 14,515 | 4.85% | 4.43% | 75 | +39,549 | 8.92% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 481,070 | 14,465 | 0.08% | 0.07% | 76 | +51,335 | 11.95% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 452,886 | 13,618 | 0.03% | — | 77 | +452,886 | New | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Reduced | 450,913 | 13,561 | 0.59% | 0.61% | 78 | -8,525 | -1.86% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 425,572 | 12,796 | 0.07% | — | 79 | +425,572 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 416,729 | 12,506 | 0.03% | 0.03% | 80 | -242,746 | -36.81% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 413,288 | 12,427 | 0.23% | 0.24% | 81 | -5,018 | -1.2% | Q1 2026 | Apr 17, 2026 |
| Certified Advisory Corp | History | Added to | 404,924 | 12,176 | 1.09% | 1.03% | 82 | +29,305 | 7.8% | Q1 2026 | Apr 17, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 402,772 | 12,119 | 2.58% | 2.75% | 83 | -2,748 | -0.68% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Added to | 383,975 | 11,546 | 0.15% | 0.11% | 84 | +138,170 | 56.21% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 371,561 | 11,172 | 0.52% | 0.35% | 85 | +139,061 | 59.81% | Q1 2026 | Apr 06, 2026 |
| Timonier Family Office, LTD. | History | No change | 367,857 | 11,109 | 3.53% | 3.53% | 86 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 353,292 | 10,623 | 0.65% | 0.65% | 87 | +12,532 | 3.68% | Q1 2026 | Apr 13, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 337,503 | 10,148 | 3.89% | — | 88 | +337,503 | New | Q1 2026 | Apr 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 326,039 | 9,804 | 0.61% | 0.06% | 89 | +301,345 | 1220.32% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 324,293 | 9,751 | 0.05% | 0.05% | 90 | -13,459 | -3.98% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 321,544 | 9,668 | 0.01% | 0.02% | 91 | -158,071 | -32.96% | Q1 2026 | May 14, 2026 |
| Members Advisory Group LLC | History | New | 319,598 | 9,610 | 3.3% | — | 92 | +319,598 | New | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 317,308 | 9,541 | 0.02% | 0.01% | 93 | +49,684 | 18.56% | Q1 2026 | May 01, 2026 |
| Oasis Advisors, LLC | History | Added to | 6,737,337 | 9,448 | 1.86% | 1.98% | 94 | +6,613,690 | 5348.85% | Q1 2026 | May 04, 2026 |
| Saiph Capital, LLC | History | Reduced | 313,238 | 9,419 | 3.56% | 5.05% | 95 | -152,037 | -32.68% | Q1 2026 | May 12, 2026 |
| TRUEFG, LLC | History | Added to | 310,765 | 9,344 | 2.48% | 2.44% | 96 | +9,622 | 3.2% | Q1 2026 | Apr 22, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 303,552 | 9,127 | 4.95% | 3.32% | 97 | +108,533 | 55.65% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 301,860 | 9,076 | 0.0% | 0.02% | 98 | +5,750 | 1.94% | Q1 2026 | May 04, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 301,618 | 9,075 | 2.05% | 2.04% | 99 | +7,621 | 2.59% | Q1 2026 | Apr 15, 2026 |
| Allen Investment Management, LLC | History | Added to | 300,971 | 9,050 | 0.11% | 0.08% | 100 | +56,290 | 23.01% | Q1 2026 | May 07, 2026 |
| Wellington Grp LLC | History | Added to | 297,005 | 8,930 | 2.75% | 2.73% | 101 | +25,417 | 9.36% | Q1 2026 | May 22, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 295,779 | 8,894 | 0.48% | 0.45% | 102 | +2,725 | 0.93% | Q1 2026 | May 15, 2026 |
| WRAPMANAGER INC | History | Added to | 293,342 | 8,820 | 3.06% | 2.9% | 103 | +9,528 | 3.36% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 292,242 | 8,787 | 0.03% | — | 104 | +292,242 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 290,736 | 8,742 | 0.02% | 0.02% | 105 | +63,465 | 27.92% | Q1 2026 | Apr 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 287,925 | 8,657 | 0.0% | 0.0% | 106 | -12,814 | -4.26% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 283,480 | 8,524 | 0.32% | 0.3% | 107 | +13,841 | 5.13% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 281,436 | 8,462 | 0.05% | 0.04% | 108 | +16,831 | 6.36% | Q1 2026 | Apr 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 278,498 | 8,374 | 0.47% | 0.42% | 109 | +28,611 | 11.45% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 276,085 | 8,301 | 0.22% | — | 110 | +276,085 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 254,867 | 8,244 | 0.01% | 0.01% | 111 | +36,060 | 16.48% | Q1 2026 | May 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 262,282 | 7,886 | 1.32% | 1.36% | 112 | -721 | -0.27% | Q1 2026 | Apr 14, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 255,364 | 7,678 | 6.8% | 6.11% | 113 | +23,733 | 10.25% | Q1 2026 | Apr 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 255,287 | 7,676 | 0.42% | 0.42% | 114 | +7,892 | 3.19% | Q1 2026 | Apr 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 252,425 | 7,590 | 0.18% | 0.36% | 115 | +6,451 | 2.62% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 251,974 | 7,576 | 0.08% | 0.1% | 116 | +6,031 | 2.45% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Added to | 247,310 | 7,436 | 0.09% | 0.08% | 117 | +31,497 | 14.59% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 245,310 | 7,376 | 0.23% | 0.23% | 118 | +9,430 | 4.0% | Q1 2026 | Apr 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 243,349 | 7,317 | 0.15% | 0.13% | 119 | +41,466 | 20.54% | Q1 2026 | Apr 27, 2026 |
| Gibbs Wealth Management | History | Added to | 240,202 | 7,222 | 0.95% | 1.1% | 120 | +89,134 | 59.0% | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | Added to | 226,223 | 6,802 | 0.81% | 0.84% | 121 | +8,380 | 3.85% | Q1 2026 | Apr 20, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 223,699 | 6,726 | 2.03% | 2.15% | 122 | -14,670 | -6.15% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 221,389 | 6,657 | 0.02% | 0.02% | 123 | -15,881 | -6.69% | Q1 2026 | May 04, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 216,602 | 6,513 | 1.05% | 0.92% | 125 | +20,451 | 10.43% | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 216,610 | 6,513 | 0.3% | 0.33% | 124 | +17,378 | 8.72% | Q1 2026 | Apr 15, 2026 |
| Revisor Wealth Management LLC | History | Added to | 215,571 | 6,482 | 1.79% | 1.31% | 126 | +53,995 | 33.42% | Q1 2026 | Apr 27, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 204,527 | 6,150 | 0.12% | 0.1% | 127 | +17,922 | 9.6% | Q1 2026 | Apr 15, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 201,808 | 6,068 | 1.12% | 1.12% | 128 | -1,680 | -0.83% | Q1 2026 | May 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 190,090 | 5,716 | 0.52% | 0.5% | 129 | -1,097 | -0.57% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 188,946 | 5,681 | 0.1% | 0.1% | 130 | -3,170 | -1.65% | Q1 2026 | May 04, 2026 |
| Caitlin John, LLC | History | Added to | 188,760 | 5,675 | 3.4% | 2.8% | 131 | +47,218 | 33.36% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 188,352 | 5,663 | 0.06% | — | 132 | +188,352 | New | Q1 2026 | May 12, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 183,800 | 5,527 | 2.05% | 2.1% | 133 | -1,023 | -0.55% | Q1 2026 | Apr 07, 2026 |
| Eukles Asset Management | History | Added to | 179,756 | 5,405 | 2.41% | 1.76% | 134 | +29,743 | 19.83% | Q1 2026 | May 05, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | Added to | 179,346 | 5,392 | 2.68% | 2.37% | 135 | +15,038 | 9.15% | Q1 2026 | Apr 22, 2026 |
| Climber Capital SA | History | Reduced | 179,494 | 5,285 | 3.46% | 4.88% | 136 | -72,475 | -28.76% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 176,093 | 5,279 | 0.05% | 0.02% | 137 | +117,317 | 199.6% | Q1 2026 | Apr 07, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 174,159 | 5,236 | 3.54% | 3.57% | 138 | +6,459 | 3.85% | Q1 2026 | May 05, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 173,023 | 5,202 | 0.47% | 0.33% | 139 | -10,677 | -5.81% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 171,568 | 5,158 | 0.03% | 0.03% | 140 | -5,028 | -2.85% | Q1 2026 | May 15, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 168,087 | 5,054 | 1.19% | 1.15% | 141 | +3,171 | 1.92% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 166,116 | 4,995 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 163,575 | 4,918 | 0.21% | 0.2% | 143 | +1,350 | 0.83% | Q1 2026 | Apr 29, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 161,212 | 4,847 | 2.4% | 2.33% | 144 | -2,072 | -1.27% | Q1 2026 | Apr 23, 2026 |
| RiverGlades Family Offices LLC | History | New | 157,642 | 4,740 | 2.79% | — | 145 | +157,642 | New | Q1 2026 | May 13, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 156,151 | 4,695 | 1.86% | 1.75% | 146 | +6,355 | 4.24% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 155,028 | 4,661 | 0.06% | 0.05% | 147 | +19,590 | 14.46% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 150,914 | 4,537 | 0.51% | 0.52% | 148 | -2,621 | -1.71% | Q1 2026 | May 05, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 150,512 | 4,525 | 0.34% | 0.34% | 149 | -759 | -0.5% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 147,797 | 4,444 | 0.01% | 0.01% | 150 | +6,613 | 4.68% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 147,427 | 4,433 | 0.07% | 0.08% | 151 | -17,116 | -10.4% | Q1 2026 | Apr 14, 2026 |
| Destination Wealth Management | History | Reduced | 147,346 | 4,430 | 0.12% | 0.12% | 152 | -6,719 | -4.36% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 146,431 | 4,403 | 0.0% | 0.0% | 153 | +9,540 | 6.97% | Q1 2026 | May 05, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 145,459 | 4,392 | 2.46% | 2.46% | 154 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Parcion Private Wealth LLC | History | Added to | 145,688 | 4,380 | 0.27% | 0.26% | 155 | +6,880 | 4.96% | Q1 2026 | Apr 22, 2026 |
| Financial Plan, Inc. | History | Added to | 142,373 | 4,281 | 0.46% | 0.49% | 156 | +1,941 | 1.38% | Q1 2026 | Apr 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 140,043 | 4,211 | 0.04% | 0.03% | 157 | -22 | -0.02% | Q1 2026 | May 13, 2026 |
| Roan Capital Partners | History | New | 139,592 | 4,197 | 3.88% | — | 158 | +139,592 | New | Q1 2026 | Apr 15, 2026 |
| HM PAYSON & CO | History | Reduced | 139,061 | 4,181 | 0.06% | 0.06% | 159 | -1,354 | -0.96% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 133,848 | 4,024 | 0.0% | 0.01% | 160 | -52,216 | -28.06% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Reduced | 129,064 | 3,880 | 0.31% | 0.32% | 161 | -5,603 | -4.16% | Q1 2026 | Apr 13, 2026 |
| Orin Green Financial, LLC | History | Reduced | 128,444 | 3,862 | 1.58% | 1.57% | 162 | -1,347 | -1.04% | Q1 2026 | Apr 29, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 124,671 | 3,748 | 0.77% | 0.51% | 163 | +46,405 | 59.29% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 121,686 | 3,659 | 0.08% | 0.13% | 164 | -49,548 | -28.94% | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | Reduced | 120,154 | 3,613 | 1.58% | 1.69% | 165 | -1,312 | -1.08% | Q1 2026 | Apr 27, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 118,387 | 3,559 | 1.18% | 1.19% | 166 | -917 | -0.77% | Q1 2026 | May 15, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 116,651 | 3,507 | 2.4% | 2.37% | 168 | -349 | -0.3% | Q1 2026 | May 06, 2026 |
| Avior Wealth Management, LLC | History | Added to | 116,650 | 3,507 | 0.1% | 0.11% | 167 | +227 | 0.19% | Q1 2026 | Apr 09, 2026 |
| DGS Capital Management, LLC | History | Added to | 116,199 | 3,494 | 0.57% | 0.56% | 169 | +6,942 | 6.35% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 114,107 | 3,426 | 0.04% | 0.05% | 170 | -8,233 | -6.73% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 113,806 | 3,422 | 0.02% | 0.02% | 171 | -30,154 | -20.95% | Q1 2026 | May 08, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 112,192 | 3,373 | 0.69% | 0.71% | 172 | -1,274 | -1.12% | Q1 2026 | Apr 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 108,432 | 3,260 | 0.04% | 0.04% | 173 | +8,200 | 8.18% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | No change | 106,058 | 3,179 | 0.04% | 0.03% | 174 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 104,467 | 3,141 | 0.09% | 0.07% | 175 | +9,499 | 10.0% | Q1 2026 | Apr 13, 2026 |
| Manske Wealth Management | History | Added to | 100,712 | 3,028 | 0.85% | 0.86% | 176 | +4,716 | 4.91% | Q1 2026 | Apr 30, 2026 |
| Eagle Wealth Advisors LLC | History | Reduced | 99,455 | 2,990 | 2.76% | 3.48% | 177 | -35,786 | -26.46% | Q1 2026 | Apr 23, 2026 |
| SMITH, MOORE & CO. | History | Added to | 97,081 | 2,919 | 0.21% | 0.19% | 178 | +15,249 | 18.63% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 96,842 | 2,912 | 0.0% | 0.0% | 179 | +8,724 | 9.9% | Q1 2026 | Apr 27, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 97,138 | 2,912 | 0.48% | 0.46% | 180 | +4,673 | 5.05% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 95,347 | 2,867 | 0.1% | 0.1% | 181 | +22,861 | 31.54% | Q1 2026 | May 19, 2026 |
| GTS SECURITIES LLC | History | Added to | 93,996 | 2,826 | 0.1% | 0.04% | 182 | +55,178 | 142.15% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 92,413 | 2,778 | 0.08% | 0.12% | 183 | -38,183 | -29.24% | Q1 2026 | May 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 92,260 | 2,774 | 0.1% | 0.1% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mechanics Financial Corp | History | Added to | 92,132 | 2,770 | 1.16% | 0.8% | 185 | +20,195 | 28.07% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 90,839 | 2,731 | 0.2% | 0.18% | 186 | +12,015 | 15.24% | Q1 2026 | Apr 14, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 89,218 | 2,682 | 0.53% | 0.53% | 187 | +5,959 | 7.16% | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 88,626 | 2,664 | 0.0% | 0.0% | 188 | +813 | 0.93% | Q1 2026 | May 07, 2026 |
| StoneX Group Inc. | History | Added to | 87,778 | 2,632 | 0.14% | 0.11% | 189 | +452 | 0.52% | Q1 2026 | May 14, 2026 |
| GEM Asset Management, LLC | History | Added to | 85,672 | 2,576 | 1.14% | 0.8% | 190 | +25,927 | 43.4% | Q1 2026 | Apr 10, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 85,140 | 2,560 | 0.44% | 0.44% | 191 | +2,671 | 3.24% | Q1 2026 | May 05, 2026 |
| Capital Square, LLC | History | Added to | 84,662 | 2,550 | 1.18% | 1.01% | 192 | +18,819 | 28.58% | Q1 2026 | May 11, 2026 |
| Powerhouse Assets LLC | History | Added to | 84,672 | 2,546 | 2.22% | 2.09% | 193 | +6,125 | 7.8% | Q1 2026 | Apr 28, 2026 |
| Wealth Management Nebraska | History | Reduced | 84,535 | 2,541 | 0.26% | 0.29% | 194 | -377 | -0.44% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 84,336 | 2,535 | 0.04% | 0.06% | 195 | -25,325 | -23.09% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 81,982 | 2,465 | 0.02% | — | 196 | +81,982 | New | Q1 2026 | Apr 07, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 81,527 | 2,452 | 0.18% | 0.15% | 197 | +1,930 | 2.42% | Q1 2026 | May 20, 2026 |
| Cerity Partners LLC | History | Added to | 81,497 | 2,450 | 0.0% | 0.0% | 198 | +44,515 | 120.37% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 80,541 | 2,421 | 0.18% | 0.16% | 199 | +3,977 | 5.19% | Q1 2026 | Apr 13, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 79,941 | 2,403 | 1.63% | 1.71% | 200 | +182 | 0.23% | Q1 2026 | Apr 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 79,414 | 2,387 | 0.13% | 0.12% | 201 | +9,285 | 13.24% | Q1 2026 | May 13, 2026 |
| OLIO Financial Planning | History | Added to | 78,632 | 2,364 | 0.65% | 0.65% | 202 | +1,929 | 2.51% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 75,515 | 2,270 | 0.03% | 0.03% | 203 | -10,625 | -12.33% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 75,636 | 2,267 | 0.0% | 0.0% | 204 | +29,322 | 63.31% | Q1 2026 | May 15, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 74,531 | 2,250 | 0.93% | 0.93% | 205 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| STAR Financial Bank | History | Reduced | 73,026 | 2,195 | 1.04% | 1.89% | 206 | -49,773 | -40.53% | Q1 2026 | May 08, 2026 |
| Sharper & Granite LLC | History | Added to | 72,449 | 2,178 | 0.74% | 0.66% | 207 | +10,085 | 16.17% | Q1 2026 | Apr 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 72,421 | 2,177 | 0.02% | 0.02% | 208 | -1,307 | -1.77% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Added to | 72,459 | 2,171 | 0.01% | 0.03% | 209 | +8,217 | 12.79% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | Added to | 71,861 | 2,160 | 0.29% | 0.29% | 210 | +1,334 | 1.89% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 74,994 | 2,154 | 0.0% | 0.0% | 211 | +4,001 | 5.64% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 70,998 | 2,134 | 0.03% | 0.04% | 212 | -14,946 | -17.39% | Q1 2026 | May 13, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 69,816 | 2,099 | 1.62% | 1.55% | 213 | +1,566 | 2.29% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 68,355 | 2,055 | 0.0% | 0.0% | 214 | +63,378 | 1273.42% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Reduced | 66,623 | 2,003 | 0.06% | 0.06% | 216 | -9,384 | -12.35% | Q1 2026 | May 04, 2026 |
| Hirtle & Co., LLC | History | No change | 66,630 | 2,003 | 0.07% | 0.07% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | Added to | 65,471 | 1,967 | 0.25% | 0.22% | 217 | +5,497 | 9.17% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 64,339 | 1,943 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 64,477 | 1,938 | 1.36% | 1.27% | 219 | +111 | 0.17% | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 64,449 | 1,937 | 0.01% | 0.01% | 220 | +455 | 0.71% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 64,405 | 1,936 | 0.04% | 0.05% | 221 | -9,782 | -13.19% | Q1 2026 | May 01, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 64,269 | 1,932 | 1.33% | 1.24% | 222 | +157 | 0.24% | Q1 2026 | May 07, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 64,172 | 1,926 | 0.03% | 0.02% | 223 | -5,250 | -7.56% | Q1 2026 | Apr 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 63,846 | 1,919 | 1.52% | 1.54% | 224 | -554 | -0.86% | Q1 2026 | Apr 21, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 62,591 | 1,882 | 0.21% | 0.22% | 225 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| New Hampshire Trust | History | Added to | 61,591 | 1,852 | 0.37% | 0.29% | 226 | +12,989 | 26.73% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 61,051 | 1,835 | 0.01% | 0.01% | 227 | -11,686 | -16.07% | Q1 2026 | May 14, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 60,499 | 1,819 | 0.99% | 0.95% | 229 | +2,439 | 4.2% | Q1 2026 | Apr 21, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 60,501 | 1,819 | 0.42% | 0.44% | 228 | -1,052 | -1.71% | Q1 2026 | Apr 08, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 60,251 | 1,811 | 0.29% | 0.3% | 230 | -15 | -0.02% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 59,364 | 1,785 | 0.01% | 0.01% | 231 | -31,825 | -34.9% | Q1 2026 | Apr 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 57,370 | 1,725 | 0.07% | 0.06% | 232 | +68 | 0.12% | Q1 2026 | May 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 56,338 | 1,694 | 0.74% | 0.69% | 233 | +9,973 | 21.51% | Q1 2026 | Apr 24, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 55,763 | 1,676 | 0.97% | 1.0% | 234 | +142 | 0.26% | Q1 2026 | May 13, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 55,640 | 1,673 | 0.25% | 0.21% | 235 | +6,898 | 14.15% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 55,601 | 1,671 | 0.02% | 0.04% | 237 | -58,508 | -51.27% | Q1 2026 | Apr 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 55,585 | 1,671 | 0.01% | 0.02% | 236 | -23,333 | -29.57% | Q1 2026 | May 15, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 55,135 | 1,657 | 1.85% | 1.72% | 238 | +2,293 | 4.34% | Q1 2026 | May 08, 2026 |
| FCA CORP /TX | History | Added to | 54,749 | 1,646 | 0.46% | 0.44% | 239 | +2,561 | 4.91% | Q1 2026 | May 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 53,871 | 1,619 | 0.18% | 0.18% | 240 | -2,000 | -3.58% | Q1 2026 | Apr 24, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 53,836 | 1,615 | 0.11% | 0.16% | 241 | -19,667 | -26.76% | Q1 2026 | May 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 53,257 | 1,601 | 0.1% | 0.1% | 242 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 52,838 | 1,588 | 0.0% | 0.0% | 243 | +1,761 | 3.45% | Q1 2026 | May 08, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 52,647 | 1,583 | 0.2% | 0.21% | 244 | -143 | -0.27% | Q1 2026 | May 04, 2026 |
| Portland Financial Advisors Inc | History | Added to | 52,632 | 1,582 | 3.29% | 3.34% | 245 | +657 | 1.26% | Q1 2026 | Apr 27, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 52,478 | 1,578 | 0.28% | 0.27% | 246 | +1,206 | 2.35% | Q1 2026 | Apr 23, 2026 |
| BFSG, LLC | History | Added to | 52,392 | 1,575 | 0.15% | 0.15% | 247 | +2,583 | 5.19% | Q1 2026 | Apr 28, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 52,010 | 1,563 | 0.12% | 0.12% | 248 | +520 | 1.01% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Group, LLC | History | Added to | 51,753 | 1,556 | 0.73% | 0.73% | 249 | +1,620 | 3.23% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 50,830 | 1,528 | 0.0% | 0.0% | 250 | -602 | -1.17% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 49,965 | 1,502 | 0.07% | 0.06% | 251 | +3,589 | 7.74% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 49,803 | 1,497 | 0.0% | 0.0% | 252 | +15,717 | 46.11% | Q1 2026 | May 15, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 49,483 | 1,494 | 0.7% | 0.7% | 253 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 48,231 | 1,450 | 0.65% | 0.65% | 254 | -235 | -0.48% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 48,009 | 1,443 | 0.06% | 0.07% | 255 | +694 | 1.47% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 47,686 | 1,433 | 0.0% | 0.0% | 256 | -9,708 | -16.91% | Q1 2026 | May 14, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 47,290 | 1,422 | 0.15% | 0.59% | 257 | -146,947 | -75.65% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 45,345 | 1,363 | 0.02% | — | 258 | +45,345 | New | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Reduced | 44,383 | 1,334 | 0.05% | 0.05% | 259 | -1,174 | -2.58% | Q1 2026 | May 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 43,882 | 1,319 | 0.08% | 0.08% | 260 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 43,647 | 1,312 | 0.14% | 0.13% | 261 | -3,100 | -6.63% | Q1 2026 | Apr 27, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 42,875 | 1,289 | 0.12% | 0.12% | 262 | -686 | -1.57% | Q1 2026 | May 14, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 41,555 | 1,250 | 0.05% | 0.06% | 263 | -1,200 | -2.81% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Reduced | 41,557 | 1,249 | 0.04% | 0.04% | 264 | -1,357 | -3.16% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 40,963 | 1,237 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| United Community Bank | History | New | 41,095 | 1,235 | 0.41% | — | 266 | +41,095 | New | Q1 2026 | Apr 24, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 40,795 | 1,226 | 0.23% | 0.26% | 267 | -835 | -2.01% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 40,272 | 1,210 | 0.02% | 0.02% | 268 | +635 | 1.6% | Q1 2026 | May 07, 2026 |
| Roundview Capital LLC | History | Reduced | 38,833 | 1,167 | 0.07% | 0.09% | 269 | -7,380 | -15.97% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | No change | 38,647 | 1,162 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 38,533 | 1,158 | 0.07% | 0.1% | 271 | -1,285,575 | -97.09% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 38,165 | 1,147 | 0.05% | 0.02% | 272 | +21,935 | 135.15% | Q1 2026 | May 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 38,159 | 1,147 | 0.34% | 0.34% | 273 | +50 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 38,089 | 1,145 | 0.07% | 0.08% | 274 | -3,633 | -8.71% | Q1 2026 | Apr 27, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 37,835 | 1,137 | 0.1% | — | 275 | +37,835 | New | Q1 2026 | May 07, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 37,199 | 1,118 | 0.12% | 0.11% | 276 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 37,126 | 1,116 | 0.41% | 0.6% | 277 | -32 | -0.09% | Q1 2026 | Apr 28, 2026 |
| Orion Capital Management LLC | History | Reduced | 37,060 | 1,114 | 0.38% | 0.38% | 278 | -886 | -2.33% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 36,704 | 1,108 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 36,533 | 1,098 | 0.3% | 0.31% | 280 | -380 | -1.03% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 36,316 | 1,092 | 0.03% | — | 282 | +36,316 | New | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 36,344 | 1,092 | 0.01% | 0.01% | 281 | +2,372 | 6.98% | Q1 2026 | Apr 29, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 36,282 | 1,091 | 0.08% | 0.08% | 283 | -552 | -1.5% | Q1 2026 | Apr 10, 2026 |
| Trilogy Capital Inc. | History | Reduced | 36,230 | 1,089 | 0.05% | 0.1% | 284 | -36,629 | -50.27% | Q1 2026 | Apr 21, 2026 |
| HighPoint Advisor Group LLC | History | New | 36,032 | 1,083 | 0.05% | — | 285 | +36,032 | New | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 35,919 | 1,080 | 0.02% | 0.02% | 286 | -468 | -1.29% | Q1 2026 | May 15, 2026 |
| LeClair Wealth Partners LLC | History | New | 34,866 | 1,048 | 0.36% | — | 288 | +34,866 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 34,866 | 1,048 | 0.36% | 0.39% | 287 | -688 | -1.94% | Q1 2026 | May 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 34,851 | 1,047 | 0.01% | 0.01% | 289 | +40 | 0.11% | Q1 2026 | May 14, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 34,768 | 1,045 | 0.04% | 0.04% | 290 | +350 | 1.02% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 33,982 | 1,021 | 0.2% | 0.2% | 291 | +1,355 | 4.15% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 33,477 | 1,006 | 0.04% | 0.05% | 292 | -15,334 | -31.42% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,292 | 1,001 | 0.0% | 0.0% | 293 | +1,547 | 4.87% | Q1 2026 | May 15, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 33,047 | 993 | 0.22% | 0.29% | 294 | -10,089 | -23.39% | Q1 2026 | Apr 27, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 33,051 | 993 | 0.12% | 0.12% | 295 | +4 | 0.01% | Q1 2026 | Apr 23, 2026 |
| SNS Financial Group, LLC | History | Added to | 32,283 | 970 | 0.08% | 0.07% | 296 | +4,268 | 15.23% | Q1 2026 | Apr 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 32,245 | 969 | 0.08% | 0.11% | 297 | -9,394 | -22.56% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 31,960 | 961 | 0.09% | 0.09% | 298 | -353 | -1.09% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 31,613 | 950 | 0.02% | 0.02% | 299 | -566 | -1.76% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 31,372 | 943 | 0.05% | 0.07% | 300 | -12,745 | -28.89% | Q1 2026 | Apr 15, 2026 |