SPDR SERIES TRUST - SPSM
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 | Reduced | 24,590,961 | 1,188,235 | 0.32% | 0.35% | 1 | -2,399,316 | -8.89% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 20,673,325 | 998,935 | 2.03% | 1.88% | 2 | -454,124 | -2.15% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 19,018,965 | 918,996 | 1.74% | 1.67% | 3 | +261,446 | 1.39% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 7,192,298 | 347,531 | 0.02% | 0.04% | 4 | -6,554,962 | -47.68% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 6,582,690 | 318,075 | 0.05% | 0.05% | 5 | +119,363 | 1.85% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 5,412,325 | 261,523 | 3.11% | 3.06% | 6 | +109,719 | 2.07% | Q1 2026 | May 01, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 4,910,917 | 237,295 | 3.48% | 2.47% | 7 | +1,430,204 | 41.09% | Q1 2026 | Apr 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,449,775 | 215,009 | 0.05% | 0.04% | 8 | +651,091 | 17.14% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,282,710 | 206,940 | 0.06% | 0.05% | 9 | +791,105 | 22.66% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,927,202 | 189,762 | 0.01% | 0.01% | 10 | +86,868 | 2.26% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 2,802,621 | 135,422 | 0.09% | 0.09% | 11 | +9,416 | 0.34% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,796,663 | 135,134 | 0.04% | 0.04% | 12 | +218,100 | 8.46% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 2,353,021 | 113,697 | 0.02% | 0.01% | 13 | +1,066,575 | 82.91% | Q1 2026 | May 05, 2026 |
| STATE STREET CORP | History | Added to | 1,932,381 | 93,372 | 0.0% | 0.0% | 14 | +272,985 | 16.45% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,914,845 | 92,525 | 0.05% | 0.05% | 15 | +2,387 | 0.12% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,900,594 | 91,839 | 0.13% | 0.14% | 16 | -96,096 | -4.81% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,871,039 | 90,408 | 9.34% | 8.85% | 17 | +61,540 | 3.4% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,757,127 | 84,904 | 1.65% | 1.55% | 18 | +74,490 | 4.43% | Q1 2026 | Apr 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 1,726,647 | 83,425 | 1.4% | 1.34% | 19 | +4,470 | 0.26% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,629,720 | 78,748 | 0.05% | 0.05% | 20 | +110,981 | 7.31% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 1,437,727 | 69,470 | 0.14% | 0.15% | 21 | -104,018 | -6.75% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 1,402,122 | 67,750 | 0.07% | 0.07% | 22 | +63,809 | 4.77% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Added to | 1,383,470 | 66,849 | 1.45% | 1.06% | 23 | +105,058 | 8.22% | Q1 2026 | May 07, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 1,326,423 | 64,092 | 6.26% | 5.97% | 24 | +32,543 | 2.52% | Q1 2026 | May 06, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 1,287,969 | 62,234 | 0.53% | 0.49% | 25 | -20,863 | -1.59% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,206,125 | 58,279 | 0.05% | 0.05% | 26 | +9,060 | 0.76% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,199,602 | 57,965 | 1.05% | 1.02% | 27 | +68,720 | 6.08% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | Added to | 1,171,959 | 56,629 | 0.61% | 0.04% | 28 | +1,139,717 | 3534.88% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,137,153 | 54,947 | 0.3% | 0.19% | 29 | -40,170 | -3.41% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,049,517 | 50,712 | 0.05% | 0.05% | 30 | +11,431 | 1.1% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 969,204 | 46,831 | 0.22% | 0.26% | 31 | -220,455 | -18.53% | Q1 2026 | Apr 24, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 963,862 | 46,573 | 2.4% | 2.39% | 32 | -16,725 | -1.71% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 945,778 | 45,700 | 0.01% | 0.01% | 33 | -49,212 | -4.95% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 970,475 | 45,677 | 0.29% | 0.31% | 34 | +12,733 | 1.33% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 915,509 | 44,237 | 0.06% | 0.06% | 35 | +19,763 | 2.21% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 868,384 | 41,960 | 0.23% | 0.2% | 36 | +82,794 | 10.54% | Q1 2026 | Apr 15, 2026 |
| Stadion Money Management, LLC | History | Reduced | 861,902 | 41,647 | 4.19% | 3.52% | 37 | -64,586 | -6.97% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 809,845 | 39,131 | 2.5% | 2.35% | 38 | +19,746 | 2.5% | Q1 2026 | Apr 14, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 774,051 | 37,402 | 2.32% | 2.8% | 39 | -237,678 | -23.49% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 759,436 | 36,695 | 0.05% | 0.05% | 40 | -16,070 | -2.07% | Q1 2026 | Apr 27, 2026 |
| Banco Santander, S.A. | History | Added to | 747,076 | 36,098 | 0.29% | 0.24% | 41 | +50,335 | 7.22% | Q1 2026 | May 08, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 738,807 | 35,699 | 0.24% | 0.21% | 42 | +88,839 | 13.67% | Q1 2026 | May 07, 2026 |
| One Day In July LLC | History | Added to | 737,202 | 35,621 | 2.85% | 2.61% | 43 | +58,028 | 8.54% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 736,492 | 35,588 | 0.01% | 0.01% | 44 | +79,435 | 12.09% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 682,870 | 32,996 | 2.43% | 2.2% | 45 | +56,125 | 8.95% | Q1 2026 | Apr 22, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 699,363 | 32,870 | 0.03% | — | 46 | +699,363 | New | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 677,379 | 32,743 | 0.2% | 0.16% | 47 | +94,642 | 16.24% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 676,310 | 32,679 | 0.09% | 0.08% | 48 | +28,587 | 4.41% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 665,427 | 31,657 | 0.05% | 0.04% | 49 | +29,483 | 4.64% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 655,147 | 31,656 | 4.21% | 4.49% | 50 | -63,708 | -8.86% | Q1 2026 | Apr 09, 2026 |
| BOKF, NA | History | Added to | 643,708 | 31,103 | 0.48% | 0.45% | 51 | +18,343 | 2.93% | Q1 2026 | May 08, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 562,067 | 29,845 | 6.2% | 4.31% | 52 | +162,285 | 40.59% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 617,033 | 29,815 | 1.18% | 1.17% | 53 | -24,820 | -3.87% | Q1 2026 | Apr 13, 2026 |
| GREENLEAF TRUST | History | Added to | 613,136 | 29,626 | 0.29% | 0.23% | 54 | +73,369 | 13.59% | Q1 2026 | Apr 27, 2026 |
| TSG Advice Partners, LLC | History | Added to | 599,773 | 28,981 | 4.34% | 0.1% | 55 | +585,922 | 4230.18% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 594,132 | 28,708 | 0.07% | 0.07% | 56 | +60,566 | 11.35% | Q1 2026 | Apr 30, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 583,909 | 28,214 | 1.21% | 1.16% | 57 | +19,942 | 3.54% | Q1 2026 | May 11, 2026 |
| RKL Wealth Management LLC | History | Reduced | 570,265 | 27,555 | 2.48% | 2.35% | 58 | -41,605 | -6.8% | Q1 2026 | Apr 24, 2026 |
| HighPoint Advisor Group LLC | History | New | 567,620 | 27,427 | 1.15% | — | 59 | +567,620 | New | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 549,962 | 26,574 | 0.75% | 0.79% | 60 | +9,585 | 1.77% | Q1 2026 | Apr 09, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 549,596 | 26,556 | 3.3% | 2.98% | 61 | +59,656 | 12.18% | Q1 2026 | Apr 27, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 542,399 | 26,208 | 11.45% | 10.6% | 62 | -42,331 | -7.24% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 541,600 | 26,152 | 0.03% | 0.03% | 63 | +37,465 | 7.43% | Q1 2026 | May 13, 2026 |
| KWB Wealth | History | Reduced | 548,831 | 25,718 | 2.54% | 2.68% | 64 | -55,083 | -9.12% | Q1 2026 | Apr 08, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 503,692 | 24,338 | 3.01% | 1.84% | 65 | +198,030 | 64.79% | Q1 2026 | Apr 23, 2026 |
| SPINNAKER TRUST | History | Reduced | 492,236 | 23,784 | 1.32% | 1.29% | 66 | -21,980 | -4.27% | Q1 2026 | Apr 23, 2026 |
| Crews Bank & Trust | History | Reduced | 486,725 | 23,518 | 3.41% | 3.48% | 67 | -31,917 | -6.15% | Q1 2026 | May 13, 2026 |
| Compton Financial Group, LLC | History | Reduced | 465,372 | 22,486 | 4.97% | 6.43% | 68 | -140,960 | -23.25% | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | Added to | 457,735 | 22,117 | 0.3% | 0.26% | 69 | +76,323 | 20.01% | Q1 2026 | Apr 08, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 457,334 | 22,098 | 3.93% | 4.12% | 70 | -7,391 | -1.59% | Q1 2026 | Apr 27, 2026 |
| Penserra Capital Management LLC | History | Added to | 436,531 | 21,093 | 0.25% | 0.12% | 71 | +228,883 | 110.23% | Q1 2026 | May 11, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 431,328 | 20,841 | 0.64% | 0.7% | 72 | -23,060 | -5.07% | Q1 2026 | May 08, 2026 |
| United Asset Strategies, Inc. | History | Added to | 429,834 | 20,769 | 1.65% | 1.08% | 73 | +132,504 | 44.56% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 427,811 | 20,671 | 0.03% | 0.01% | 74 | +302,971 | 242.69% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 391,247 | 20,501 | 0.37% | 0.56% | 75 | +147,122 | 60.27% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 413,944 | 20,001 | 3.56% | 3.5% | 76 | +26,446 | 6.82% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 411,006 | 19,859 | 0.46% | 0.45% | 77 | +16,015 | 4.05% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 401,991 | 19,424 | 0.15% | 0.18% | 78 | +79,689 | 24.72% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 399,909 | 19,323 | 0.04% | 0.05% | 79 | +66,580 | 19.97% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 404,830 | 19,027 | 0.0% | 0.0% | 80 | +430 | 0.11% | Q1 2026 | May 13, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 386,844 | 18,837 | 3.08% | 2.99% | 81 | +170 | 0.04% | Q1 2026 | Apr 20, 2026 |
| Allen Capital Group, LLC | History | No change | 397,908 | 18,645 | 1.71% | 1.71% | 82 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Reduced | 376,612 | 18,197 | 8.25% | 8.0% | 83 | -5,065 | -1.33% | Q1 2026 | May 01, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 376,271 | 18,181 | 1.72% | 1.67% | 84 | -9,515 | -2.47% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 375,765 | 18,157 | 0.14% | 0.15% | 85 | -9,882 | -2.56% | Q1 2026 | Apr 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 366,585 | 17,715 | 0.05% | 0.07% | 86 | -109,543 | -23.01% | Q1 2026 | May 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 366,407 | 17,704 | 2.73% | 2.66% | 87 | +16,164 | 4.62% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 359,055 | 17,349 | 0.76% | 0.94% | 88 | -66,278 | -15.58% | Q1 2026 | Apr 28, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 357,830 | 16,925 | 2.62% | 2.62% | 89 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 349,866 | 16,905 | 3.98% | 3.9% | 90 | -6,586 | -1.85% | Q1 2026 | Apr 23, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 342,840 | 16,566 | 0.5% | 0.49% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 336,883 | 16,439 | 0.03% | 0.04% | 92 | -207,442 | -38.11% | Q1 2026 | Apr 08, 2026 |
| My Portfolio Guide, LLC | History | New | 336,521 | 16,261 | 8.99% | — | 93 | +336,521 | New | Q1 2026 | May 05, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 334,996 | 16,186 | 1.19% | 1.07% | 94 | +22,789 | 7.3% | Q1 2026 | Apr 15, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 332,689 | 16,075 | 5.23% | 4.99% | 95 | +13,946 | 4.38% | Q1 2026 | May 08, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 332,052 | 16,044 | 1.09% | 1.06% | 96 | +6,116 | 1.88% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 326,417 | 15,772 | 0.12% | 0.13% | 97 | -16,226 | -4.74% | Q1 2026 | Apr 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 322,548 | 15,585 | 1.3% | 1.36% | 98 | -9,115 | -2.75% | Q1 2026 | Apr 22, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 321,698 | 15,544 | 1.72% | 1.61% | 99 | +15,498 | 5.06% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 319,997 | 15,462 | 0.15% | 0.15% | 100 | -544 | -0.17% | Q1 2026 | May 08, 2026 |
| WBH ADVISORY INC | History | Added to | 313,519 | 15,249 | 1.14% | 1.08% | 101 | +3,337 | 1.08% | Q1 2026 | Apr 27, 2026 |
| TEXAS PERMANENT SCHOOL FUND CORP | History | Reduced | 312,500 | 15,100 | 0.56% | 3.88% | 102 | -1,498,103 | -82.74% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 307,346 | 14,850 | 0.07% | 0.06% | 103 | +83,290 | 37.17% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 307,211 | 14,844 | 0.06% | 0.06% | 104 | +18,469 | 6.4% | Q1 2026 | Apr 30, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 305,899 | 14,781 | 2.71% | 2.88% | 105 | -11,483 | -3.62% | Q1 2026 | May 04, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 303,000 | 14,640 | 1.54% | 2.31% | 106 | -147,872 | -32.8% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 299,826 | 14,487 | 0.21% | 0.22% | 107 | +12,869 | 4.48% | Q1 2026 | Apr 10, 2026 |
| Austin Private Wealth, LLC | History | No change | 303,728 | 14,232 | 1.06% | 1.06% | 108 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 292,052 | 14,111 | 3.98% | 3.84% | 109 | -4,903 | -1.65% | Q1 2026 | Apr 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 290,530 | 14,038 | 0.04% | 0.04% | 110 | -57,687 | -16.57% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 289,293 | 13,962 | 0.02% | — | 111 | +289,293 | New | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 288,717 | 13,950 | 0.06% | 0.05% | 112 | +18,869 | 6.99% | Q1 2026 | May 14, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 285,077 | 13,774 | 7.86% | 7.28% | 113 | +7,739 | 2.79% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Added to | 279,186 | 13,519 | 0.02% | 0.01% | 114 | +68,727 | 32.66% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 279,669 | 13,513 | 0.49% | 0.48% | 115 | +57,166 | 25.69% | Q1 2026 | May 19, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 277,052 | 13,387 | 1.85% | — | 116 | +277,052 | New | Q1 2026 | Apr 16, 2026 |
| OneAscent Financial Services LLC | History | New | 274,293 | 13,253 | 0.72% | — | 117 | +274,293 | New | Q1 2026 | Apr 21, 2026 |
| Carnegie Investment Counsel | History | Added to | 273,617 | 13,221 | 0.26% | 0.24% | 118 | +248 | 0.09% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Added to | 273,555 | 13,218 | 0.31% | 0.29% | 119 | +21,040 | 8.33% | Q1 2026 | May 15, 2026 |
| Gibbs Wealth Management | History | Added to | 269,984 | 13,045 | 1.71% | 1.39% | 120 | +153,728 | 132.23% | Q1 2026 | May 13, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 263,496 | 12,732 | 4.94% | 4.48% | 121 | +42,576 | 19.27% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 258,170 | 12,474 | 0.96% | 0.85% | 122 | +16,378 | 6.77% | Q1 2026 | May 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 255,778 | 12,359 | 4.99% | 4.49% | 123 | +19,475 | 8.24% | Q1 2026 | Apr 29, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 251,695 | 12,161 | 1.92% | 1.67% | 124 | +23,949 | 10.52% | Q1 2026 | Apr 29, 2026 |
| Financial Insights, Inc. | History | Added to | 251,186 | 12,137 | 3.93% | 3.61% | 125 | +21,058 | 9.15% | Q1 2026 | May 18, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 248,750 | 12,019 | 0.29% | 0.26% | 126 | -1,279 | -0.51% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 249,324 | 11,683 | 0.21% | 0.21% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 238,308 | 11,515 | 0.23% | 0.23% | 128 | +735 | 0.31% | Q1 2026 | May 14, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 228,575 | 11,044 | 1.06% | 1.51% | 129 | -108,827 | -32.25% | Q1 2026 | Apr 10, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 222,063 | 10,730 | 2.37% | 2.45% | 130 | -13,195 | -5.61% | Q1 2026 | Apr 03, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 221,406 | 10,698 | 0.88% | 0.85% | 131 | +13,714 | 6.6% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 221,148 | 10,685 | 0.06% | 0.08% | 132 | -72,331 | -24.65% | Q1 2026 | May 05, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | New | 220,956 | 10,676 | 2.32% | — | 133 | +220,956 | New | Q1 2026 | May 11, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 218,013 | 10,534 | 2.37% | 2.3% | 134 | +8,773 | 4.19% | Q1 2026 | Apr 22, 2026 |
| BANK OF NOVA SCOTIA | History | New | 217,100 | 10,490 | 0.02% | — | 135 | +217,100 | New | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 214,545 | 10,367 | 1.68% | 1.82% | 136 | -9,576 | -4.27% | Q1 2026 | Apr 29, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 213,495 | 10,316 | 0.98% | 1.05% | 137 | -30,948 | -12.66% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 213,193 | 10,301 | 0.12% | 0.11% | 138 | +3,104 | 1.48% | Q1 2026 | Apr 28, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 207,723 | 10,037 | 0.1% | 0.1% | 139 | -2,076 | -0.99% | Q1 2026 | May 12, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 80,410 | 9,995 | 1.81% | 1.81% | 140 | -1,295 | -1.58% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 203,636 | 9,839 | 0.36% | 0.35% | 141 | +5,133 | 2.59% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 201,674 | 9,744 | 0.24% | 0.24% | 142 | -2,467 | -1.21% | Q1 2026 | Apr 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 191,905 | 9,272 | 0.0% | 0.0% | 143 | +6,591 | 3.56% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 190,637 | 9,211 | 0.29% | 0.32% | 144 | +190 | 0.1% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 189,103 | 9,137 | 0.33% | 1.22% | 145 | -557,695 | -74.68% | Q1 2026 | Apr 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 188,676 | 9,116 | 0.14% | 0.13% | 146 | +27,807 | 17.29% | Q1 2026 | May 04, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 186,000 | 8,987 | 0.16% | 0.03% | 147 | +144,000 | 342.86% | Q1 2026 | Apr 20, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 183,755 | 8,878 | 2.63% | 2.56% | 148 | +2,285 | 1.26% | Q1 2026 | May 04, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 180,714 | 8,732 | 2.02% | 1.96% | 149 | +3,022 | 1.7% | Q1 2026 | May 06, 2026 |
| Private Advisory Group LLC | History | Added to | 178,230 | 8,612 | 0.57% | 0.64% | 150 | +4,003 | 2.3% | Q1 2026 | May 08, 2026 |
| Vivaldi Capital Management LP | History | Added to | 172,345 | 8,327 | 1.15% | 0.98% | 151 | +19,157 | 12.51% | Q1 2026 | May 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 161,507 | 8,154 | 1.14% | 0.92% | 152 | +25,245 | 18.53% | Q1 2026 | Apr 13, 2026 |
| WRAPMANAGER INC | History | Reduced | 167,238 | 8,080 | 2.81% | 2.77% | 153 | -7,824 | -4.47% | Q1 2026 | May 11, 2026 |
| Bensler, LLC | History | Added to | 165,738 | 8,008 | 0.83% | 0.75% | 154 | +6,049 | 3.79% | Q1 2026 | May 01, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 150,015 | 7,965 | 3.35% | 3.28% | 155 | +6,232 | 4.33% | Q1 2026 | May 08, 2026 |
| International City Management Association Retirement Corp | History | No change | 161,660 | 7,811 | 4.0% | 3.85% | 156 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 155,933 | 7,534 | 0.33% | 0.35% | 157 | -29,642 | -15.97% | Q1 2026 | May 06, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 153,348 | 7,409 | 0.96% | 0.78% | 158 | +2,783 | 1.85% | Q1 2026 | Apr 22, 2026 |
| RVW Wealth, LLC | History | Reduced | 153,116 | 7,398 | 0.58% | 0.64% | 159 | -26,866 | -14.93% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Group, LLC | History | Added to | 152,063 | 7,347 | 3.43% | 3.37% | 160 | +2,028 | 1.35% | Q1 2026 | Apr 23, 2026 |
| Portside Wealth Group, LLC | History | Added to | 150,338 | 7,264 | 0.98% | 0.87% | 161 | +12,358 | 8.96% | Q1 2026 | May 12, 2026 |
| AF Advisors, Inc. | History | No change | 150,000 | 7,248 | 4.01% | 2.67% | 162 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 148,342 | 7,167 | 1.82% | 2.03% | 163 | -3,046 | -2.01% | Q1 2026 | Apr 16, 2026 |
| Collier Financial | History | Reduced | 148,220 | 7,161 | 5.46% | 5.32% | 164 | -2,903 | -1.92% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 146,725 | 7,089 | 0.1% | 0.09% | 165 | +23,720 | 19.28% | Q1 2026 | May 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 146,587 | 7,083 | 1.15% | 1.12% | 166 | -759 | -0.52% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 145,680 | 7,039 | 0.01% | 0.01% | 167 | +25,585 | 21.3% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 144,312 | 6,973 | 0.31% | 0.28% | 168 | +11,993 | 9.06% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 143,890 | 6,952 | 0.11% | 0.09% | 169 | +46,112 | 47.16% | Q1 2026 | May 15, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 142,248 | 6,873 | 1.61% | 1.4% | 170 | +13,282 | 10.3% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 142,110 | 6,866 | 0.04% | 0.04% | 171 | -11 | -0.01% | Q1 2026 | May 05, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 139,728 | 6,751 | 0.26% | 0.28% | 172 | -1,393 | -0.99% | Q1 2026 | Apr 29, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 135,376 | 6,541 | 3.45% | 2.85% | 173 | -22 | -0.02% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 135,291 | 6,537 | 0.73% | 0.71% | 174 | +4,216 | 3.22% | Q1 2026 | Apr 29, 2026 |
| BROWN ADVISORY INC | History | Added to | 133,747 | 6,462 | 0.01% | 0.01% | 175 | +3,757 | 2.89% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | Added to | 133,476 | 6,449 | 0.47% | 0.5% | 176 | +2,322 | 1.77% | Q1 2026 | May 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 132,225 | 6,389 | 0.34% | 0.37% | 177 | -2,406 | -1.79% | Q1 2026 | Apr 16, 2026 |
| &PARTNERS | History | Added to | 129,154 | 6,233 | 0.03% | 0.03% | 178 | +25,544 | 24.65% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 127,678 | 6,169 | 0.0% | 0.0% | 179 | +74,119 | 138.39% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 127,181 | 6,145 | 0.21% | 0.14% | 180 | -4,776 | -3.62% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Reduced | 126,702 | 6,122 | 0.08% | 0.08% | 181 | -1,724 | -1.34% | Q1 2026 | May 01, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 124,320 | 6,007 | 0.19% | 0.25% | 182 | -26,765 | -17.72% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 85,604 | 6,001 | 0.28% | 0.04% | 183 | -144,061 | -62.73% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | Reduced | 122,585 | 5,923 | 3.06% | 3.32% | 184 | -23,000 | -15.8% | Q1 2026 | May 08, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 122,134 | 5,901 | 0.22% | 0.13% | 185 | +36,469 | 42.57% | Q1 2026 | Apr 21, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 121,497 | 5,870 | 0.76% | 0.57% | 186 | +26,844 | 28.36% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 120,589 | 5,826 | 0.04% | 0.04% | 187 | +7,994 | 7.1% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 119,291 | 5,764 | 0.29% | 0.29% | 188 | +236 | 0.2% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Added to | 119,233 | 5,761 | 0.02% | 0.02% | 189 | +8,711 | 7.88% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 118,444 | 5,723 | 0.11% | 0.12% | 190 | -16,452 | -12.2% | Q1 2026 | Apr 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 117,355 | 5,708 | 0.91% | 0.86% | 191 | +11,896 | 11.28% | Q1 2026 | Apr 14, 2026 |
| Fiduciary Group, LLC | History | Added to | 117,098 | 5,658 | 0.48% | 0.43% | 192 | +7,977 | 7.31% | Q1 2026 | May 11, 2026 |
| Hofer & Associates. Inc | History | Added to | 115,145 | 5,563 | 2.99% | 2.78% | 193 | +3,256 | 2.91% | Q1 2026 | Apr 21, 2026 |
| Napier Financial, LLC | History | Added to | 108,923 | 5,263 | 1.21% | 1.27% | 194 | +769 | 0.71% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 106,067 | 5,125 | 0.0% | 0.0% | 195 | +5,498 | 5.47% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 105,897 | 5,117 | 0.01% | 0.01% | 196 | +5,305 | 5.27% | Q1 2026 | Apr 22, 2026 |
| Pachira Investments Inc. | History | Reduced | 105,860 | 5,115 | 2.39% | 2.7% | 197 | -12,673 | -10.69% | Q1 2026 | Apr 27, 2026 |
| 626 Financial, LLC | History | Reduced | 105,206 | 5,083 | 2.27% | 2.14% | 198 | -918 | -0.87% | Q1 2026 | Apr 23, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 104,370 | 5,043 | 1.9% | 2.25% | 199 | -22,540 | -17.76% | Q1 2026 | Apr 22, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 103,400 | 4,996 | 0.0% | 0.0% | 200 | -3,600 | -3.36% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 103,255 | 4,989 | 0.01% | 0.01% | 201 | -4,080 | -3.8% | Q1 2026 | May 14, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 103,204 | 4,986 | 0.28% | 0.67% | 202 | -166,102 | -61.68% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 100,676 | 4,864 | 0.03% | 0.03% | 203 | +4,970 | 5.19% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 98,944 | 4,780 | 0.13% | 0.17% | 204 | -29,016 | -22.68% | Q1 2026 | May 12, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 97,168 | 4,695 | 0.57% | 0.54% | 205 | +4,231 | 4.55% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 96,912 | 4,682 | 0.01% | 0.01% | 206 | -76,158 | -44.0% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 96,334 | 4,654 | 0.01% | 0.0% | 207 | +68,863 | 250.68% | Q1 2026 | May 15, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 96,319 | 4,654 | 1.33% | 1.2% | 208 | +7,017 | 7.86% | Q1 2026 | Apr 30, 2026 |
| Shum Financial Group, Inc. | History | Added to | 96,266 | 4,651 | 3.29% | 3.25% | 209 | +77 | 0.08% | Q1 2026 | Apr 22, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 96,240 | 4,650 | 4.9% | 4.97% | 210 | +432 | 0.45% | Q1 2026 | May 07, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 95,194 | 4,599 | 0.24% | 0.31% | 211 | -26,498 | -21.77% | Q1 2026 | Apr 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 93,408 | 4,513 | 0.12% | 0.09% | 212 | +17,279 | 22.7% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 93,343 | 4,510 | 0.26% | — | 213 | +93,343 | New | Q1 2026 | Apr 09, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 92,801 | 4,484 | 1.56% | 1.55% | 214 | -1,316 | -1.4% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 92,653 | 4,476 | 0.07% | 0.02% | 215 | +67,497 | 268.31% | Q1 2026 | May 18, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 92,206 | 4,455 | 0.99% | 0.88% | 216 | +11,248 | 13.89% | Q1 2026 | Apr 22, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 91,801 | 4,435 | 1.0% | 1.23% | 217 | -26,045 | -22.1% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | Reduced | 90,919 | 4,393 | 0.1% | 0.1% | 218 | -5,708 | -5.91% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 90,239 | 4,360 | 0.05% | 0.05% | 219 | -5,025 | -5.27% | Q1 2026 | May 11, 2026 |
| RAINIER FAMILY WEALTH INC | History | Reduced | 89,325 | 4,316 | 2.9% | 3.29% | 220 | -3,724 | -4.0% | Q1 2026 | Apr 16, 2026 |
| CVFG LLC | History | Added to | 88,733 | 4,287 | 0.53% | 2.71% | 221 | +4,267 | 5.05% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 87,622 | 4,233 | 0.0% | 0.0% | 222 | +15,351 | 21.24% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 90,088 | 4,221 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 81,676 | 4,207 | 0.57% | 0.86% | 224 | -14,170 | -14.78% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 86,420 | 4,175 | 0.13% | 0.16% | 225 | -14,627 | -14.48% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 86,254 | 4,167 | 0.01% | 0.01% | 226 | +48,448 | 128.15% | Q1 2026 | May 15, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 86,215 | 4,165 | 0.56% | 0.65% | 227 | +250 | 0.29% | Q1 2026 | May 15, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 85,201 | 4,116 | 1.99% | — | 228 | +85,201 | New | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 84,263 | 4,071 | 0.26% | 0.26% | 229 | -2,736 | -3.14% | Q1 2026 | Apr 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 84,229 | 4,069 | 0.28% | 0.36% | 230 | -11,328 | -11.85% | Q1 2026 | Apr 17, 2026 |
| Compass Wealth Management LLC | History | Added to | 83,250 | 4,022 | 0.99% | 0.94% | 231 | +2,419 | 2.99% | Q1 2026 | Apr 20, 2026 |
| DDFG, Inc | History | Added to | 82,387 | 3,980 | 0.86% | 0.81% | 232 | +3,558 | 4.51% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 80,797 | 3,904 | 0.01% | 0.0% | 233 | +25,968 | 47.36% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 73,826 | 3,894 | 0.09% | 0.09% | 234 | +3,541 | 5.04% | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 78,635 | 3,799 | 0.29% | 0.27% | 235 | +6,073 | 8.37% | Q1 2026 | May 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 78,536 | 3,794 | 0.14% | 0.05% | 236 | +51,744 | 193.13% | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 78,028 | 3,770 | 0.3% | 0.3% | 237 | -4,201 | -5.11% | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 77,820 | 3,760 | 0.17% | 0.19% | 238 | -8,633 | -9.99% | Q1 2026 | Apr 20, 2026 |
| Roan Capital Partners | History | New | 76,838 | 3,712 | 3.43% | — | 240 | +76,838 | New | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 76,833 | 3,712 | 0.23% | 0.14% | 239 | +15,243 | 24.75% | Q1 2026 | Apr 28, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 76,715 | 3,706 | 0.57% | 0.58% | 241 | -2,091 | -2.65% | Q1 2026 | Apr 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 76,568 | 3,699 | 0.06% | 0.06% | 242 | -9,569 | -11.11% | Q1 2026 | May 15, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 76,535 | 3,698 | 1.14% | 1.06% | 243 | +2,277 | 3.07% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Reduced | 76,220 | 3,682 | 0.04% | 0.04% | 244 | -3,559 | -4.46% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 74,595 | 3,604 | 0.02% | 0.01% | 245 | +38,608 | 107.28% | Q1 2026 | May 08, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 74,559 | 3,602 | 3.34% | 3.28% | 246 | -5,012 | -6.3% | Q1 2026 | Apr 07, 2026 |
| Summit Financial, LLC | History | Added to | 74,014 | 3,576 | 0.05% | 0.02% | 247 | +51,377 | 226.96% | Q1 2026 | May 15, 2026 |
| Up Capital Management, Inc. | History | New | 73,872 | 3,569 | 4.0% | — | 248 | +73,872 | New | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 74,351 | 3,521 | 0.0% | 0.0% | 249 | +32,696 | 78.49% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 72,434 | 3,500 | 0.0% | 0.0% | 250 | +72,216 | 33126.61% | Q1 2026 | May 11, 2026 |
| G&S Capital LLC | History | Added to | 72,176 | 3,487 | 1.23% | 0.83% | 251 | +21,853 | 43.43% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 71,831 | 3,470 | 0.07% | 0.07% | 252 | +6,695 | 10.28% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 71,608 | 3,460 | 0.02% | 0.02% | 253 | -917 | -1.26% | Q1 2026 | Apr 30, 2026 |
| Jacobi Capital Management LLC | History | Added to | 71,536 | 3,456 | 0.19% | 0.18% | 254 | +5,631 | 8.54% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 71,374 | 3,448 | 0.06% | 0.04% | 255 | +19,056 | 36.42% | Q1 2026 | May 15, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 71,127 | 3,436 | 2.05% | 2.12% | 256 | +2,041 | 2.95% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 70,903 | 3,426 | 0.33% | 0.3% | 257 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 70,676 | 3,415 | 0.04% | 0.02% | 258 | +26,060 | 58.41% | Q1 2026 | Apr 20, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 70,479 | 3,405 | 0.09% | 0.08% | 259 | -36 | -0.05% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 69,531 | 3,359 | 0.03% | 0.02% | 260 | +6,841 | 10.91% | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 68,758 | 3,322 | 0.11% | 0.08% | 261 | +13,738 | 24.97% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | New | 67,086 | 3,241 | 0.17% | — | 263 | +67,086 | New | Q1 2026 | May 14, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 67,077 | 3,241 | 1.73% | 1.71% | 262 | -3,820 | -5.39% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | Added to | 67,056 | 3,240 | 0.43% | 0.43% | 264 | +740 | 1.12% | Q1 2026 | Apr 20, 2026 |
| PECAUT & CO. | History | Reduced | 66,906 | 3,232 | 1.05% | 1.04% | 265 | -1,677 | -2.45% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 66,047 | 3,212 | 0.03% | 0.03% | 266 | +5,053 | 8.28% | Q1 2026 | Apr 07, 2026 |
| WNY Asset Management, LLC | History | New | 66,457 | 3,211 | 0.33% | — | 267 | +66,457 | New | Q1 2026 | May 22, 2026 |
| Capital Investment Management, Inc. | History | Added to | 66,445 | 3,210 | 1.1% | 1.07% | 268 | +1,247 | 1.91% | Q1 2026 | Apr 22, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 66,364 | 3,206 | 2.07% | 1.51% | 269 | +13,064 | 24.51% | Q1 2026 | Apr 24, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 66,334 | 3,205 | 0.06% | 0.06% | 270 | -3,145 | -4.53% | Q1 2026 | Apr 16, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 66,296 | 3,203 | 1.75% | 1.65% | 271 | +1,574 | 2.43% | Q1 2026 | Apr 21, 2026 |
| Luminist Capital LLC | History | New | 66,040 | 3,191 | 4.24% | — | 272 | +66,040 | New | Q1 2026 | Apr 24, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 60,547 | 3,190 | 0.22% | 0.09% | 273 | +34,189 | 129.71% | Q1 2026 | Apr 29, 2026 |
| Clarus Wealth Advisors | History | Reduced | 64,197 | 3,159 | 1.35% | 1.33% | 274 | -996 | -1.53% | Q1 2026 | Apr 08, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 63,476 | 3,128 | 0.21% | 0.21% | 275 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NICOLET BANKSHARES INC | History | New | 64,023 | 3,114 | 0.11% | — | 276 | +64,023 | New | Q1 2026 | May 14, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 64,243 | 3,104 | 0.7% | 0.75% | 277 | +3,047 | 4.98% | Q1 2026 | Apr 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 63,766 | 3,081 | 0.11% | 0.11% | 278 | +1,725 | 2.78% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 63,300 | 3,058 | 1.43% | 1.35% | 279 | +1,813 | 2.95% | Q1 2026 | Apr 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 62,945 | 3,044 | 0.67% | 0.65% | 280 | -427 | -0.67% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 62,758 | 3,032 | 0.13% | 0.13% | 281 | +1,070 | 1.73% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 62,587 | 3,024 | 0.07% | 0.07% | 282 | +797 | 1.29% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Added to | 62,206 | 3,005 | 0.51% | 0.41% | 283 | +14,705 | 30.96% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 61,664 | 2,979 | 0.08% | 0.1% | 284 | -11,496 | -15.71% | Q1 2026 | May 14, 2026 |
| RMR Capital Management, LLC | History | Added to | 61,551 | 2,974 | 2.15% | 1.89% | 285 | +5,493 | 9.8% | Q1 2026 | May 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 61,307 | 2,949 | 0.14% | 0.13% | 286 | +4,543 | 8.0% | Q1 2026 | Apr 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 61,017 | 2,948 | 0.16% | 0.15% | 287 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 60,934 | 2,944 | 0.0% | 0.0% | 288 | +482 | 0.8% | Q1 2026 | May 15, 2026 |
| SkyOak Wealth, LLC | History | Added to | 60,415 | 2,919 | 0.53% | 0.49% | 289 | +1,744 | 2.97% | Q1 2026 | Apr 30, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 60,298 | 2,913 | 0.44% | 0.41% | 290 | +119 | 0.2% | Q1 2026 | Apr 21, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 60,272 | 2,912 | 0.16% | 0.6% | 291 | -185,070 | -75.43% | Q1 2026 | May 21, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 60,136 | 2,905 | 0.8% | 0.79% | 292 | -133 | -0.22% | Q1 2026 | Apr 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | New | 60,000 | 2,899 | 0.03% | — | 293 | +60,000 | New | Q1 2026 | Apr 29, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 59,976 | 2,896 | 0.63% | 0.05% | 294 | +55,098 | 1129.52% | Q1 2026 | Apr 27, 2026 |
| Summit Global Investments | History | Reduced | 59,529 | 2,876 | 0.17% | 0.45% | 295 | -102,842 | -63.34% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 58,734 | 2,838 | 0.07% | — | 296 | +58,734 | New | Q1 2026 | May 15, 2026 |
| Bill Few Associates, Inc. | History | Added to | 58,717 | 2,837 | 0.68% | 0.64% | 297 | +3,373 | 6.09% | Q1 2026 | Apr 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 58,634 | 2,833 | 0.17% | 0.16% | 298 | +201 | 0.34% | Q1 2026 | May 13, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 58,622 | 2,832 | 0.28% | 0.27% | 299 | -307 | -0.52% | Q1 2026 | Apr 15, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 58,354 | 2,819 | 0.11% | 0.1% | 300 | -370 | -0.63% | Q1 2026 | May 01, 2026 |