SPDR SERIES TRUST - SPTI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 53,851,890 | 1,543,395 | 0.41% | 0.38% | 1 | +5,039,791 | 10.32% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 44,660,515 | 1,279,970 | 2.6% | 2.41% | 2 | +566,244 | 1.28% | Q1 2026 | May 14, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 38,702,475 | 1,109,213 | 12.59% | 12.15% | 3 | +1,455,301 | 3.91% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 12,847,946 | 368,222 | 0.97% | 0.49% | 4 | +6,558,818 | 104.29% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 11,895,021 | 340,911 | 3.4% | 3.36% | 5 | +578,120 | 5.11% | Q1 2026 | Apr 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,828,032 | 224,351 | 0.06% | 0.05% | 6 | +1,674,443 | 27.21% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,636,114 | 218,842 | 0.05% | 0.04% | 7 | +799,805 | 11.7% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,208,354 | 177,931 | 1.32% | 1.33% | 8 | +450,448 | 7.82% | Q1 2026 | Apr 15, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 5,924,374 | 169,792 | 6.05% | 5.92% | 9 | +302,580 | 5.38% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,485,248 | 157,207 | 0.23% | 0.14% | 10 | +2,093,567 | 61.73% | Q1 2026 | May 15, 2026 |
| One Day In July LLC | History | Added to | 5,356,793 | 153,525 | 12.29% | 11.53% | 11 | +491,442 | 10.1% | Q1 2026 | May 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 4,915,972 | 140,891 | 15.62% | 15.03% | 12 | +270,295 | 5.82% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,997,338 | 114,563 | 1.12% | 0.15% | 13 | +3,477,038 | 668.28% | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 3,762,990 | 107,847 | 0.0% | 0.0% | 14 | +1,094,811 | 41.03% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 3,411,524 | 97,774 | 1.33% | 1.4% | 15 | +52,880 | 1.57% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 3,103,772 | 88,954 | 0.18% | 0.17% | 16 | +260,437 | 9.16% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,953,499 | 84,647 | 0.02% | 0.02% | 17 | +76,128 | 2.65% | Q1 2026 | May 11, 2026 |
| Kestra Investment Management, LLC | History | New | 2,868,259 | 82,204 | 1.42% | — | 18 | +2,868,259 | New | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Added to | 2,815,704 | 80,698 | 2.46% | 2.37% | 19 | +63,583 | 2.31% | Q1 2026 | Apr 06, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 2,537,953 | 72,737 | 4.64% | 6.3% | 20 | -735,515 | -22.47% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | Added to | 2,337,458 | 66,991 | 0.72% | 0.03% | 21 | +2,295,031 | 5409.36% | Q1 2026 | May 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 2,288,911 | 65,600 | 0.92% | 0.89% | 22 | -78,345 | -3.31% | Q1 2026 | Apr 30, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 2,214,829 | 63,477 | 8.05% | 7.79% | 23 | +16,545 | 0.75% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 2,063,334 | 59,135 | 0.06% | 0.06% | 24 | +138,588 | 7.2% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,885,287 | 54,032 | 0.0% | 0.03% | 25 | -12,490,680 | -86.89% | Q1 2026 | May 15, 2026 |
| Compton Financial Group, LLC | History | Reduced | 1,862,719 | 53,385 | 11.79% | 14.78% | 26 | -400,364 | -17.69% | Q1 2026 | Apr 28, 2026 |
| Carnegie Investment Counsel | History | Added to | 1,846,575 | 52,922 | 1.03% | 0.96% | 27 | +37,341 | 2.06% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Reduced | 1,764,469 | 50,569 | 0.01% | 0.01% | 28 | -38,484 | -2.13% | Q1 2026 | May 05, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 1,751,198 | 50,189 | 10.71% | 9.34% | 29 | +250,298 | 16.68% | Q1 2026 | Apr 10, 2026 |
| AlphaQuest LLC | History | No change | 1,670,793 | 48,185 | 2.7% | 2.7% | 30 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 1,625,843 | 46,596 | 1.73% | 0.17% | 31 | +1,470,972 | 949.8% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,604,093 | 45,973 | 0.05% | 0.05% | 32 | +78,284 | 5.13% | Q1 2026 | May 05, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,487,097 | 42,620 | 4.65% | 4.31% | 33 | +68,721 | 4.85% | Q1 2026 | May 05, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 1,450,509 | 41,832 | 5.53% | 5.53% | 34 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Portland Global Advisors LLC | History | Added to | 1,398,461 | 40,079 | 4.27% | 4.23% | 35 | +30,637 | 2.24% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,362,930 | 39,306 | 0.25% | 0.25% | 36 | +84,540 | 6.61% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Added to | 1,345,325 | 38,557 | 0.6% | 0.58% | 37 | +70,465 | 5.53% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,345,014 | 38,548 | 0.0% | 0.0% | 38 | +40,980 | 3.14% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,206,128 | 34,567 | 0.16% | 0.13% | 39 | +255,925 | 26.93% | Q1 2026 | Apr 24, 2026 |
| KWB Wealth | History | Reduced | 1,165,759 | 33,620 | 3.33% | 3.59% | 40 | -148,399 | -11.29% | Q1 2026 | Apr 08, 2026 |
| Concord Wealth Partners | History | Added to | 1,136,477 | 32,571 | 4.23% | 4.02% | 41 | +63,771 | 5.94% | Q1 2026 | May 01, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 1,121,967 | 32,155 | 5.43% | 5.31% | 42 | +58,362 | 5.49% | Q1 2026 | May 01, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,107,517 | 31,741 | 0.51% | 0.53% | 43 | +16,386 | 1.5% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,090,639 | 31,257 | 0.57% | 0.56% | 44 | +88,938 | 8.88% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,075,418 | 30,821 | 0.45% | 0.46% | 45 | +37,538 | 3.62% | Q1 2026 | Apr 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,037,541 | 29,735 | 0.01% | 0.01% | 46 | +6,289 | 0.61% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 986,785 | 28,281 | 0.16% | 0.08% | 47 | +151,215 | 18.1% | Q1 2026 | Apr 29, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 943,734 | 27,047 | 4.0% | 4.02% | 48 | +36,008 | 3.97% | Q1 2026 | Apr 16, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Added to | 940,643 | 26,958 | 12.23% | 12.12% | 49 | +595 | 0.06% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 922,964 | 26,452 | 0.01% | 0.01% | 50 | +116,864 | 14.5% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 907,334 | 26,004 | 0.02% | 0.03% | 51 | -116,523 | -11.38% | Q1 2026 | May 12, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 879,342 | 25,201 | 5.27% | 1.69% | 52 | +617,632 | 236.0% | Q1 2026 | May 05, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 868,583 | 24,893 | 3.07% | 3.01% | 53 | +54,167 | 6.65% | Q1 2026 | Apr 23, 2026 |
| Flagstone Financial Management | History | Added to | 866,477 | 24,833 | 6.16% | 6.08% | 54 | +44,315 | 5.39% | Q1 2026 | Apr 27, 2026 |
| HighPoint Advisor Group LLC | History | New | 793,244 | 22,734 | 0.95% | — | 55 | +793,244 | New | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 790,591 | 22,658 | 0.53% | 0.05% | 56 | +717,105 | 975.84% | Q1 2026 | May 15, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 728,240 | 20,834 | 1.01% | 1.6% | 57 | -338,225 | -31.71% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 719,455 | 20,619 | 0.01% | 0.0% | 58 | +511,142 | 245.37% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 717,831 | 20,573 | 0.03% | 0.03% | 59 | +5,492 | 0.77% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 704,182 | 20,181 | 0.02% | 0.02% | 60 | +166,572 | 30.98% | Q1 2026 | May 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 660,917 | 18,941 | 10.86% | 10.69% | 61 | +62,322 | 10.41% | Q1 2026 | Apr 23, 2026 |
| Collier Financial | History | Added to | 647,200 | 18,548 | 14.15% | 13.88% | 62 | +6,289 | 0.98% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 626,692 | 17,960 | 0.03% | 0.02% | 63 | +114,978 | 22.47% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 616,859 | 17,679 | 0.14% | 0.15% | 64 | +14,572 | 2.42% | Q1 2026 | Apr 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 584,107 | 16,740 | 0.74% | 0.8% | 65 | -4,272 | -0.73% | Q1 2026 | Apr 28, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 569,599 | 16,324 | 1.01% | 0.96% | 66 | +40,614 | 7.68% | Q1 2026 | May 05, 2026 |
| S. R. Schill & Associates | History | Added to | 538,400 | 15,430 | 10.42% | 10.24% | 67 | +35,398 | 7.04% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 515,830 | 14,841 | 1.33% | 1.18% | 68 | +53,946 | 11.68% | Q1 2026 | May 11, 2026 |
| Melone Private Wealth, LLC | History | Added to | 510,141 | 14,620 | 5.97% | 6.13% | 69 | +8,749 | 1.74% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 507,179 | 14,535 | 0.12% | 0.12% | 70 | +150,143 | 42.05% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Added to | 491,720 | 14,092 | 1.26% | 1.19% | 71 | +37,115 | 8.16% | Q1 2026 | Apr 17, 2026 |
| TSFG, LLC | History | Added to | 483,957 | 13,870 | 2.1% | 2.01% | 72 | +18,387 | 3.95% | Q1 2026 | Apr 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 483,268 | 13,850 | 0.45% | 0.46% | 73 | +616 | 0.13% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | Added to | 481,957 | 13,812 | 0.53% | 0.52% | 74 | +20,721 | 4.49% | Q1 2026 | Apr 28, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 470,046 | 13,471 | 0.2% | 0.01% | 75 | +441,827 | 1565.71% | Q1 2026 | May 05, 2026 |
| Arjuna Capital | History | Reduced | 464,474 | 13,311 | 3.38% | 3.32% | 76 | -4,939 | -1.05% | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 448,081 | 12,841 | 0.07% | 0.03% | 77 | +221,687 | 97.92% | Q1 2026 | Apr 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 444,230 | 12,690 | 2.78% | 2.66% | 78 | +25,770 | 6.16% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 442,986 | 12,660 | 0.03% | 0.03% | 79 | -268,200 | -37.71% | Q1 2026 | Apr 08, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 441,260 | 12,646 | 3.78% | 4.02% | 80 | -20,119 | -4.36% | Q1 2026 | May 20, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 435,818 | 12,490 | 3.93% | 3.87% | 81 | -9,335 | -2.1% | Q1 2026 | Apr 23, 2026 |
| Madison Asset Management, LLC | History | Reduced | 432,305 | 12,389 | 0.15% | 0.15% | 82 | -21,866 | -4.81% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Added to | 430,834 | 12,347 | 0.07% | 0.07% | 83 | +27,701 | 6.87% | Q1 2026 | May 13, 2026 |
| Hobart Private Capital, LLC | History | Added to | 418,366 | 11,990 | 2.36% | 1.13% | 84 | +217,474 | 108.25% | Q1 2026 | Apr 07, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 403,555 | 11,565 | 3.76% | 3.33% | 85 | +58,046 | 16.8% | Q1 2026 | May 08, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 396,000 | 11,349 | 3.41% | 3.34% | 86 | +20,103 | 5.35% | Q1 2026 | Apr 29, 2026 |
| Capasso Planning Partners LLC | History | No change | 389,389 | 11,229 | 6.15% | 6.15% | 87 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 387,106 | 11,094 | 8.47% | 8.84% | 88 | +23,202 | 6.38% | Q1 2026 | May 08, 2026 |
| Tidemark, LLC | History | Added to | 385,737 | 11,055 | 2.81% | 0.51% | 89 | +323,668 | 521.46% | Q1 2026 | May 07, 2026 |
| Waterloo Capital, L.P. | History | Added to | 385,062 | 11,035 | 0.77% | 0.75% | 90 | +24,879 | 6.91% | Q1 2026 | May 12, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 374,815 | 10,742 | 4.91% | 4.42% | 91 | +51,028 | 15.76% | Q1 2026 | Apr 20, 2026 |
| MATAURO, LLC | History | Added to | 372,330 | 10,670 | 1.54% | 1.43% | 92 | +42,320 | 12.82% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Reduced | 354,970 | 10,173 | 0.0% | 0.0% | 93 | -109,385 | -23.56% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 347,046 | 9,946 | 0.05% | 0.08% | 94 | -30,680 | -8.12% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 347,000 | 9,945 | 0.0% | 0.02% | 95 | +58,000 | 20.07% | Q1 2026 | May 04, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 335,006 | 9,601 | 7.69% | 7.46% | 96 | +12,241 | 3.79% | Q1 2026 | Apr 27, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 327,557 | 9,387 | 3.56% | 3.36% | 97 | +8,466 | 2.65% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 326,234 | 9,350 | 0.0% | 0.0% | 98 | -290,412 | -47.1% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 326,220 | 9,349 | 0.0% | 0.0% | 99 | +134,212 | 69.9% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | Added to | 322,411 | 9,240 | 3.02% | 3.03% | 100 | +25,961 | 8.76% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 316,569 | 9,072 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 302,860 | 8,734 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 301,892 | 8,652 | 0.02% | — | 103 | +301,892 | New | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 276,574 | 7,926 | 0.31% | 0.35% | 104 | +168,457 | 155.81% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | New | 273,366 | 7,834 | 0.13% | — | 105 | +273,366 | New | Q1 2026 | May 18, 2026 |
| Summit Financial, LLC | History | New | 268,510 | 7,695 | 0.1% | — | 106 | +268,510 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 267,658 | 7,671 | 0.86% | 0.84% | 107 | +7,265 | 2.79% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 266,115 | 7,627 | 0.02% | 0.02% | 108 | -1,668 | -0.62% | Q1 2026 | Apr 30, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 265,708 | 7,615 | 3.33% | 3.21% | 109 | -21,912 | -7.62% | Q1 2026 | May 01, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 255,313 | 7,319 | 5.3% | 2.35% | 110 | +146,112 | 133.8% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 253,049 | 7,252 | 0.01% | 0.06% | 111 | -1,205,184 | -82.65% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 247,921 | 7,105 | 0.61% | 0.3% | 112 | +123,322 | 98.98% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Added to | 237,741 | 6,813 | 1.21% | 1.24% | 113 | +1,862 | 0.79% | Q1 2026 | Apr 24, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 236,042 | 6,764 | 4.5% | 4.61% | 114 | -4,427 | -1.84% | Q1 2026 | May 07, 2026 |
| Inspire Advisors, LLC | History | Reduced | 230,021 | 6,592 | 0.54% | 0.66% | 115 | -17,405 | -7.03% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 226,688 | 6,496 | 0.01% | 0.01% | 116 | +28,929 | 14.63% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 227,423 | 6,490 | 1.04% | 0.95% | 117 | +38,614 | 20.45% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 223,091 | 6,393 | 0.02% | 0.02% | 118 | +64,713 | 40.86% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 222,359 | 6,372 | 0.02% | 0.02% | 119 | -73,590 | -24.87% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | New | 220,000 | 6,305 | 0.01% | — | 120 | +220,000 | New | Q1 2026 | May 13, 2026 |
| Auour Investments LLC | History | Added to | 217,958 | 6,246 | 1.96% | 1.94% | 121 | +6,346 | 3.0% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 216,875 | 6,215 | 0.0% | 0.0% | 122 | +3,790 | 1.78% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 216,700 | 6,210 | 0.01% | 0.0% | 123 | +170,300 | 367.03% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 215,749 | 6,183 | 0.05% | 0.05% | 124 | +130 | 0.06% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 212,754 | 6,097 | 0.03% | 0.02% | 125 | +54,865 | 34.75% | Q1 2026 | May 05, 2026 |
| Apollon Financial, LLC | History | Added to | 208,552 | 5,977 | 0.83% | 0.2% | 126 | +161,404 | 342.33% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Reduced | 205,928 | 5,901 | 0.22% | 0.28% | 127 | -4,141 | -1.97% | Q1 2026 | May 19, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 199,291 | 5,711 | 0.39% | 0.16% | 128 | +112,627 | 129.96% | Q1 2026 | May 21, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 196,480 | 5,631 | 0.17% | 0.19% | 129 | -4,614 | -2.29% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 194,334 | 5,569 | 0.28% | 0.24% | 130 | +31,179 | 19.11% | Q1 2026 | Apr 23, 2026 |
| BAILARD, INC. | History | Added to | 182,265 | 5,223 | 0.12% | 0.1% | 131 | +30,120 | 19.8% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Added to | 181,144 | 5,191 | 0.23% | 0.23% | 132 | +2,147 | 1.2% | Q1 2026 | Apr 21, 2026 |
| ArborFi Advisors, LLC | History | Added to | 180,357 | 5,169 | 4.22% | 3.29% | 133 | +39,929 | 28.43% | Q1 2026 | Apr 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 169,931 | 4,870 | 0.52% | 0.59% | 134 | -23,694 | -12.24% | Q1 2026 | Apr 22, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 157,420 | 4,511 | 2.69% | 2.81% | 135 | +14,453 | 10.11% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 153,536 | 4,400 | 0.0% | 0.0% | 136 | +58,763 | 62.0% | Q1 2026 | May 05, 2026 |
| JT Stratford LLC | History | Added to | 151,169 | 4,332 | 0.55% | 0.48% | 137 | +21,808 | 16.86% | Q1 2026 | May 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 146,229 | 4,189 | 0.89% | 0.93% | 138 | +5,349 | 3.8% | Q1 2026 | Apr 28, 2026 |
| Avant Financial Advisors LLC | History | Added to | 136,663 | 3,916 | 2.75% | 2.74% | 139 | +4,371 | 3.3% | Q1 2026 | Apr 23, 2026 |
| Climber Capital SA | History | Reduced | 133,997 | 3,838 | 2.51% | 2.97% | 140 | -24,000 | -15.19% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 133,324 | 3,821 | 0.03% | 0.03% | 141 | +7,120 | 5.64% | Q1 2026 | May 15, 2026 |
| Private Wealth Group, LLC | History | Added to | 133,266 | 3,819 | 1.78% | 1.68% | 142 | +11,875 | 9.78% | Q1 2026 | Apr 23, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 129,408 | 3,708 | 0.15% | 0.14% | 143 | +4,516 | 3.62% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 117,461 | 3,387 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 112,690 | 3,229 | 0.29% | 0.26% | 145 | +10,330 | 10.09% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 109,099 | 3,121 | 0.0% | 0.0% | 146 | +8,435 | 8.38% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 108,044 | 3,096 | 0.0% | 0.0% | 147 | +54,209 | 100.69% | Q1 2026 | May 14, 2026 |
| Napier Financial, LLC | History | Added to | 107,202 | 3,072 | 0.7% | 0.76% | 148 | +980 | 0.92% | Q1 2026 | May 05, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 104,953 | 3,007 | 3.31% | 2.82% | 149 | +16,753 | 18.99% | Q1 2026 | Apr 07, 2026 |
| LIBRA WEALTH LLC | History | No change | 104,269 | 2,988 | 0.84% | 0.84% | 150 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 101,001 | 2,894 | 0.08% | — | 151 | +101,001 | New | Q1 2026 | May 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 99,266 | 2,844 | 1.63% | 0.84% | 152 | +48,328 | 94.88% | Q1 2026 | Apr 08, 2026 |
| Downshift Financial, LLC | History | Added to | 99,210 | 2,837 | 1.47% | 1.64% | 153 | +6,832 | 7.4% | Q1 2026 | Apr 29, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 94,226 | 2,700 | 3.02% | 2.86% | 154 | +2,397 | 2.61% | Q1 2026 | May 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 93,405 | 2,676 | 0.56% | 0.7% | 155 | -14,971 | -13.81% | Q1 2026 | Apr 15, 2026 |
| Narus Financial Partners, LLC | History | Added to | 90,961 | 2,606 | 0.68% | 0.7% | 156 | +2,713 | 3.07% | Q1 2026 | Apr 21, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 87,344 | 2,503 | 0.01% | 0.0% | 157 | +48,340 | 123.94% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 85,236 | 2,442 | 1.41% | 3.32% | 158 | -126,505 | -59.75% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 82,643 | 2,368 | 0.01% | 0.01% | 159 | +28,490 | 52.61% | Q1 2026 | May 15, 2026 |
| ZEGA Investments, LLC | History | Added to | 82,004 | 2,350 | 0.26% | 0.23% | 160 | +14,181 | 20.91% | Q1 2026 | May 08, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 80,865 | 2,317 | 0.01% | 0.01% | 161 | +5,257 | 6.95% | Q1 2026 | May 13, 2026 |
| Prosperity Advisers, LLC | History | Added to | 80,662 | 2,311 | 1.92% | 1.91% | 162 | +559 | 0.7% | Q1 2026 | Apr 23, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | New | 80,570 | 2,309 | 0.62% | — | 163 | +80,570 | New | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 78,331 | 2,244 | 0.01% | 0.01% | 164 | +4,089 | 5.51% | Q1 2026 | May 13, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 77,933 | 2,233 | 0.96% | 0.91% | 165 | +4,656 | 6.35% | Q1 2026 | May 01, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 77,506 | 2,233 | 2.89% | 2.89% | 166 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 77,253 | 2,214 | 0.43% | 0.3% | 167 | +33,180 | 75.28% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 77,012 | 2,207 | 0.12% | 0.11% | 168 | +9,290 | 13.72% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 73,772 | 2,114 | 0.0% | 0.0% | 169 | -16,059 | -17.88% | Q1 2026 | May 08, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 73,672 | 2,111 | 0.43% | 0.34% | 170 | +13,414 | 22.26% | Q1 2026 | Apr 15, 2026 |
| Bonfire Financial | History | Reduced | 72,217 | 2,069 | 1.56% | 1.75% | 171 | -9,101 | -11.19% | Q1 2026 | May 06, 2026 |
| October Effect Ltd | History | Reduced | 70,043 | 2,007 | 2.31% | 2.26% | 172 | -991 | -1.4% | Q1 2026 | Apr 21, 2026 |
| Private Advisory Group LLC | History | New | 69,946 | 2,004 | 0.13% | — | 173 | +69,946 | New | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 67,475 | 1,933 | 0.04% | 0.04% | 174 | +6,995 | 11.57% | Q1 2026 | Apr 13, 2026 |
| VICUS CAPITAL | History | Added to | 62,479 | 1,790 | 0.13% | 0.13% | 175 | +585 | 0.95% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 60,887 | 1,745 | 0.0% | 0.01% | 176 | -58,884 | -49.16% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 60,776 | 1,741 | 0.03% | 0.03% | 177 | +5,250 | 9.46% | Q1 2026 | May 14, 2026 |
| GenWealth Group, Inc. | History | Added to | 60,520 | 1,734 | 0.3% | 0.24% | 178 | +11,753 | 24.1% | Q1 2026 | May 11, 2026 |
| Center For Asset Management LLC | History | Added to | 59,352 | 1,701 | 0.84% | 0.7% | 179 | +13,003 | 28.05% | Q1 2026 | Apr 16, 2026 |
| Brown Financial Advisors | History | Reduced | 57,807 | 1,656 | 0.63% | 0.62% | 180 | -1,162 | -1.97% | Q1 2026 | May 15, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 57,314 | 1,642 | 1.34% | 1.49% | 181 | -3,577 | -5.87% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Added to | 55,927 | 1,602 | 0.0% | 0.0% | 182 | +19,468 | 53.4% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 55,921 | 1,602 | 0.74% | 0.6% | 183 | -2,791 | -4.75% | Q1 2026 | May 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 55,717 | 1,596 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SEEDS INVESTOR LLC | History | New | 53,878 | 1,547 | 0.21% | — | 185 | +53,878 | New | Q1 2026 | May 11, 2026 |
| Costello Asset Management, INC | History | Reduced | 53,787 | 1,541 | 0.53% | 0.55% | 186 | -4,333 | -7.46% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 53,698 | 1,528 | 0.0% | 0.0% | 187 | -9,606 | -15.17% | Q1 2026 | May 15, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 50,140 | 1,437 | 0.67% | 0.69% | 188 | -153 | -0.3% | Q1 2026 | Apr 08, 2026 |
| RMR Wealth Builders | History | Added to | 48,920 | 1,402 | 0.11% | 0.1% | 189 | +5,486 | 12.63% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 48,276 | 1,383 | 0.08% | 0.08% | 190 | -257 | -0.53% | Q1 2026 | Apr 30, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 48,011 | 1,375 | 1.32% | — | 191 | +48,011 | New | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 46,990 | 1,341 | 0.01% | 0.01% | 192 | -1,202 | -2.49% | Q1 2026 | Apr 07, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 46,369 | 1,328 | 0.49% | 0.63% | 193 | -13,432 | -22.46% | Q1 2026 | May 06, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 46,086 | 1,319 | 0.09% | 0.1% | 194 | +6,484 | 16.37% | Q1 2026 | May 18, 2026 |
| Paladin Wealth, LLC | History | Added to | 44,689 | 1,280 | 0.88% | 0.86% | 195 | +1,129 | 2.59% | Q1 2026 | Apr 16, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 44,455 | 1,274 | 0.43% | 0.42% | 196 | +108 | 0.24% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 44,105 | 1,264 | 0.0% | 0.0% | 197 | -3,797 | -7.93% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 41,930 | 1,209 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Independence Wealth Advisors, LLC | History | Reduced | 42,019 | 1,204 | 0.64% | 3.93% | 199 | -200,445 | -82.67% | Q1 2026 | Apr 20, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 41,900 | 1,200 | 0.0% | 0.0% | 200 | -1,327 | -3.07% | Q1 2026 | May 05, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 41,794 | 1,197 | 0.26% | 0.27% | 201 | +26 | 0.06% | Q1 2026 | Apr 03, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 41,668 | 1,194 | 0.29% | 0.27% | 202 | +2,283 | 5.8% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 41,146 | 1,179 | 0.04% | 0.04% | 203 | +6,506 | 18.78% | Q1 2026 | Apr 28, 2026 |
| Boltwood Capital Management | History | No change | 40,900 | 1,172 | 0.3% | 0.31% | 204 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 40,145 | 1,150 | 0.77% | 0.71% | 205 | -724 | -1.77% | Q1 2026 | Apr 16, 2026 |
| Objectivity Squared, LLC | History | Added to | 39,666 | 1,136 | 0.72% | 0.59% | 206 | +3,162 | 8.66% | Q1 2026 | May 13, 2026 |
| Centennial Bank/AR/ | History | Added to | 39,491 | 1,131 | 0.41% | 0.13% | 207 | +27,944 | 242.0% | Q1 2026 | May 06, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | Added to | 39,198 | 1,123 | 0.93% | 0.84% | 208 | +4,250 | 12.16% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 38,773 | 1,111 | 0.03% | 0.03% | 209 | +3,636 | 10.35% | Q1 2026 | May 11, 2026 |
| Arlington Financial Advisors, LLC | History | New | 38,730 | 1,110 | 0.16% | — | 210 | +38,730 | New | Q1 2026 | Apr 15, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 38,051 | 1,090 | 0.21% | 0.16% | 211 | +860 | 2.31% | Q1 2026 | May 11, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 37,782 | 1,083 | 0.77% | 0.74% | 212 | +146 | 0.39% | Q1 2026 | May 08, 2026 |
| Maridea Wealth Management LLC | History | Added to | 37,207 | 1,066 | 0.16% | 0.12% | 213 | +8,331 | 28.85% | Q1 2026 | Apr 21, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 36,535 | 1,047 | 1.09% | 6.15% | 214 | -169,794 | -82.29% | Q1 2026 | Apr 23, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 36,360 | 1,040 | 0.16% | 0.22% | 215 | -14,068 | -27.9% | Q1 2026 | May 07, 2026 |
| Cercano Management LLC | History | No change | 35,199 | 1,008 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PSI Advisors, LLC | History | Reduced | 34,161 | 979 | 0.23% | 2.57% | 217 | -321,328 | -90.39% | Q1 2026 | May 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 32,686 | 936 | 0.47% | 0.36% | 218 | +9,162 | 38.95% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 32,474 | 930 | 0.02% | 0.02% | 219 | -512 | -1.55% | Q1 2026 | May 14, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 31,881 | 913 | 0.46% | 3.18% | 220 | -154,867 | -82.93% | Q1 2026 | May 14, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 31,714 | 908 | 0.9% | 0.88% | 221 | +1,537 | 5.09% | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 31,563 | 904 | 0.1% | 0.14% | 222 | -15,313 | -32.67% | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | Added to | 31,561 | 904 | 0.03% | 0.03% | 223 | +635 | 2.05% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 31,506 | 902 | 0.01% | 0.01% | 224 | +16,274 | 106.84% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 31,495 | 902 | 0.12% | 0.11% | 225 | +2,472 | 8.52% | Q1 2026 | May 04, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 30,981 | 887 | 0.35% | 0.35% | 226 | +189 | 0.61% | Q1 2026 | May 04, 2026 |
| Vontobel Holding Ltd. | History | Added to | 30,586 | 877 | 0.0% | 0.0% | 227 | +1,495 | 5.14% | Q1 2026 | May 08, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 29,802 | 854 | 0.11% | 0.11% | 228 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 30,702 | 853 | 0.05% | 0.05% | 229 | -3,337 | -9.8% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 29,233 | 837 | 0.07% | 0.05% | 230 | +7,522 | 34.65% | Q1 2026 | May 15, 2026 |
| Mattson Financial Services, LLC | History | Added to | 28,707 | 822 | 0.2% | 0.19% | 231 | +809 | 2.9% | Q1 2026 | May 11, 2026 |
| Pathway Financial Advisors LLC | History | No change | 28,064 | 802 | 0.1% | 0.1% | 232 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 27,517 | 788 | 0.02% | 0.02% | 233 | -3,395 | -10.98% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 27,646 | 787 | 0.05% | 0.12% | 235 | -31,737 | -53.44% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Added to | 27,479 | 787 | 0.0% | 0.0% | 234 | +10,239 | 59.39% | Q1 2026 | May 04, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 27,426 | 786 | 0.03% | 0.08% | 236 | -53,573 | -66.14% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 27,145 | 777 | 0.02% | 0.02% | 237 | -6,026 | -18.17% | Q1 2026 | May 11, 2026 |
| RKL Wealth Management LLC | History | Reduced | 26,914 | 771 | 0.07% | 0.07% | 238 | -1,992 | -6.89% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 26,165 | 749 | 0.01% | 0.01% | 239 | -4,482 | -14.62% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Reduced | 25,465 | 729 | 0.01% | 0.02% | 240 | -39,442 | -60.77% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 25,439 | 729 | 0.0% | 0.0% | 241 | +4,521 | 21.61% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 24,520 | 702 | 0.01% | — | 242 | +24,520 | New | Q1 2026 | May 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 24,342 | 697 | 0.54% | 0.57% | 243 | -267 | -1.08% | Q1 2026 | May 14, 2026 |
| DRAVO BAY LLC | History | New | 24,314 | 696 | 0.28% | — | 244 | +24,314 | New | Q1 2026 | May 07, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 23,877 | 684 | 0.3% | 0.32% | 245 | -776 | -3.15% | Q1 2026 | Apr 29, 2026 |
| Hilltop Partners LLC | History | Reduced | 23,689 | 678 | 0.17% | 0.18% | 246 | -381 | -1.58% | Q1 2026 | May 12, 2026 |
| Clarendon Private LLC | History | Added to | 23,302 | 667 | 0.51% | 0.55% | 247 | +860 | 3.83% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 22,014 | 631 | 0.0% | 0.0% | 248 | +1,141 | 5.47% | Q1 2026 | May 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 20,775 | 595 | 0.24% | 0.27% | 249 | -3,345 | -13.87% | Q1 2026 | Apr 23, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 20,625 | 590 | 0.01% | 0.01% | 250 | +1,627 | 8.56% | Q1 2026 | Apr 29, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 19,969 | 572 | 0.45% | 0.4% | 252 | +3,184 | 18.97% | Q1 2026 | Apr 24, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 19,968 | 572 | 0.24% | 0.25% | 251 | -159 | -0.79% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,831 | 568 | 0.0% | 0.0% | 253 | +130 | 0.66% | Q1 2026 | May 08, 2026 |
| Wedmont Private Capital | History | Added to | 19,392 | 555 | 0.02% | 0.02% | 254 | +1,347 | 7.46% | Q1 2026 | Apr 09, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 19,349 | 554 | 0.02% | 0.02% | 255 | +351 | 1.85% | Q1 2026 | May 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 18,428 | 528 | 0.01% | — | 256 | +18,428 | New | Q1 2026 | May 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 18,350 | 525 | 0.07% | 0.07% | 257 | +387 | 2.15% | Q1 2026 | Apr 27, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 17,420 | 499 | 0.21% | 0.24% | 258 | -939 | -5.11% | Q1 2026 | Apr 15, 2026 |
| Curi Capital, LLC | History | Reduced | 17,377 | 498 | 0.01% | 0.01% | 259 | -407 | -2.29% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 17,382 | 498 | 0.08% | 0.09% | 260 | -178 | -1.01% | Q1 2026 | Apr 29, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 16,566 | 474 | 0.45% | 0.26% | 261 | +7,049 | 74.07% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 16,174 | 463 | 0.01% | 0.02% | 262 | -15,789 | -49.4% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 16,085 | 460 | 0.01% | 0.01% | 263 | +5 | 0.03% | Q1 2026 | Apr 14, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | New | 15,606 | 447 | 0.1% | — | 264 | +15,606 | New | Q1 2026 | Apr 13, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 15,449 | 442 | 0.25% | 0.26% | 265 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Brooklyn FI, LLC | History | Added to | 15,317 | 438 | 0.09% | 0.08% | 266 | +2,249 | 17.21% | Q1 2026 | May 11, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 14,906 | 427 | 0.06% | 0.08% | 267 | -17,641 | -54.2% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 15,005 | 427 | 0.01% | — | 268 | +15,005 | New | Q1 2026 | May 01, 2026 |
| McAdam, LLC | History | Added to | 14,818 | 424 | 0.02% | 0.02% | 269 | +2,929 | 24.64% | Q1 2026 | May 08, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 14,729 | 422 | 0.13% | 0.16% | 270 | -3,998 | -21.35% | Q1 2026 | Apr 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 14,551 | 417 | 0.01% | 0.01% | 271 | +3,119 | 27.28% | Q1 2026 | Apr 20, 2026 |
| Keel Point, LLC | History | No change | 14,291 | 412 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 14,240 | 408 | 0.1% | — | 273 | +14,240 | New | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 13,991 | 400 | 0.0% | 0.0% | 274 | +303 | 2.21% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | No change | 13,813 | 395 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Reduced | 13,693 | 392 | 0.01% | 0.01% | 276 | -1,565 | -10.26% | Q1 2026 | Apr 27, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 13,511 | 387 | 0.18% | 0.18% | 277 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Realta Investment Advisors | History | Reduced | 13,379 | 383 | 0.13% | 0.14% | 278 | -1,167 | -8.02% | Q1 2026 | Apr 22, 2026 |
| Heritage Financial Services, LLC | History | No change | 12,902 | 372 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 12,705 | 364 | 0.03% | 0.03% | 280 | -190 | -1.47% | Q1 2026 | Apr 24, 2026 |
| SOL Capital Management CO | History | New | 12,256 | 351 | 0.17% | — | 281 | +12,256 | New | Q1 2026 | Apr 24, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 11,856 | 339 | 0.1% | 0.1% | 282 | -105 | -0.88% | Q1 2026 | May 01, 2026 |
| Strategic Blueprint, LLC | History | Added to | 11,513 | 329 | 0.02% | 0.02% | 283 | +18 | 0.16% | Q1 2026 | Apr 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 11,508 | 329 | 0.01% | 0.01% | 284 | +1 | 0.01% | Q1 2026 | Apr 29, 2026 |
| Stone House Investment Management, LLC | History | Added to | 11,459 | 328 | 0.06% | 0.03% | 285 | +5,699 | 98.94% | Q1 2026 | Apr 22, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 11,335 | 324 | 0.1% | — | 288 | +11,335 | New | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,309 | 324 | 0.01% | 0.01% | 286 | -442 | -3.76% | Q1 2026 | Apr 10, 2026 |
| Continuum Advisory, LLC | History | Added to | 11,326 | 324 | 0.03% | 0.03% | 287 | +97 | 0.86% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 58,317 | 318 | 0.01% | 0.01% | 289 | -32,159 | -35.54% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 11,119 | 318 | 0.0% | — | 290 | +11,119 | New | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 11,020 | 315 | 0.2% | 0.11% | 291 | -259 | -2.3% | Q1 2026 | May 01, 2026 |
| Archvest Wealth Advisors, Inc. | History | New | 10,846 | 310 | 0.2% | — | 292 | +10,846 | New | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 10,623 | 304 | 0.02% | 0.02% | 293 | +3,030 | 39.91% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,588 | 303 | 0.01% | 0.01% | 294 | +5,300 | 100.23% | Q1 2026 | May 15, 2026 |
| Advisor Resource Council | History | Added to | 10,590 | 303 | 0.1% | 0.1% | 295 | +788 | 8.04% | Q1 2026 | May 07, 2026 |
| Austin Private Wealth, LLC | History | No change | 10,493 | 302 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CreativeOne Wealth, LLC | History | New | 10,392 | 297 | 0.01% | — | 298 | +10,392 | New | Q1 2026 | May 15, 2026 |
| Convergence Financial, LLC | History | New | 10,392 | 297 | 0.03% | — | 299 | +10,392 | New | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,364 | 297 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 10,215 | 292 | 0.0% | 0.0% | 300 | +4 | 0.04% | Q1 2026 | May 08, 2026 |