SPDR SERIES TRUST - SPTS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | History | Added to | 28,085,205 | 819,526 | 9.31% | 8.57% | 1 | +2,205,443 | 8.52% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Reduced | 12,749,549 | 372,031 | 0.01% | 0.01% | 2 | -572,117 | -4.29% | Q1 2026 | May 15, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 10,136,473 | 295,782 | 10.55% | 4.74% | 3 | +5,697,783 | 128.37% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 9,063,381 | 264,469 | 0.07% | 0.07% | 4 | +615,752 | 7.29% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,719,913 | 166,907 | 0.04% | 0.05% | 5 | -18,918 | -0.33% | Q1 2026 | May 04, 2026 |
| Members Trust Co | History | Added to | 3,770,589 | 110,025 | 3.66% | 3.36% | 6 | +251,965 | 7.16% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 3,128,412 | 91,287 | 0.13% | 0.13% | 7 | +80,231 | 2.63% | Q1 2026 | May 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 3,101,110 | 90,490 | 10.03% | 8.94% | 8 | +379,777 | 13.96% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,633,913 | 76,857 | 0.01% | 0.01% | 9 | +63,969 | 2.49% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,500,149 | 72,954 | 0.11% | 0.05% | 10 | +1,314,054 | 110.79% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,497,153 | 72,851 | 0.02% | 0.03% | 11 | -1,888,274 | -43.06% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 2,441,533 | 71,275 | 0.12% | 0.05% | 12 | +1,282,090 | 110.58% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 2,404,382 | 70,159 | 1.05% | 0.95% | 13 | +168,168 | 7.52% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 2,281,888 | 66,585 | 0.0% | 0.0% | 14 | +773,181 | 51.25% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,157,303 | 62,950 | 0.0% | 0.03% | 15 | -11,340,043 | -84.02% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,065,619 | 60,088 | 1.03% | 0.98% | 16 | +233,480 | 12.74% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,055,683 | 59,984 | 0.06% | 0.06% | 17 | +27,458 | 1.35% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,826,287 | 53,291 | 0.07% | 0.06% | 18 | +381,159 | 26.38% | Q1 2026 | Apr 27, 2026 |
| Portland Global Advisors LLC | History | Added to | 1,746,779 | 50,971 | 5.43% | 5.16% | 19 | +103,737 | 6.31% | Q1 2026 | May 11, 2026 |
| 1888 Investments, LLC | History | New | 1,740,100 | 50,776 | 80.59% | — | 20 | +1,740,100 | New | Q1 2026 | May 13, 2026 |
| DAGCO, INC. | History | Added to | 1,734,575 | 50,614 | 10.97% | 10.24% | 21 | +220,580 | 14.57% | Q1 2026 | Apr 20, 2026 |
| GM Advisory Group, LLC | History | Reduced | 1,586,304 | 46,288 | 1.78% | 1.87% | 22 | -48,040 | -2.94% | Q1 2026 | Apr 28, 2026 |
| Proficio Capital Partners LLC | History | Added to | 1,467,595 | 43,349 | 2.32% | 0.72% | 23 | +1,116,760 | 318.31% | Q1 2026 | May 14, 2026 |
| Donoghue Forlines LLC | History | New | 1,474,666 | 43,030 | 11.91% | — | 24 | +1,474,666 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,456,093 | 42,489 | 0.01% | 0.01% | 25 | -833,180 | -36.39% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,411,255 | 41,265 | 1.31% | 1.23% | 26 | +203,108 | 16.81% | Q1 2026 | May 06, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 1,380,036 | 40,586 | 3.72% | 3.72% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 1,334,080 | 38,928 | 1.29% | 1.15% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 1,308,197 | 38,173 | 4.39% | 3.78% | 29 | +212,060 | 19.35% | Q1 2026 | Apr 17, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 1,302,468 | 38,006 | 5.21% | 5.05% | 30 | +134,514 | 11.52% | Q1 2026 | Apr 24, 2026 |
| Quent Capital, LLC | History | Added to | 1,296,623 | 37,835 | 2.68% | 2.15% | 31 | +276,833 | 27.15% | Q1 2026 | Apr 28, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 1,151,974 | 33,614 | 17.92% | 1.6% | 32 | +1,054,677 | 1083.98% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 1,110,595 | 32,407 | 0.09% | 0.11% | 33 | -332,850 | -23.06% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 1,094,902 | 31,949 | 0.07% | 0.04% | 34 | +358,356 | 48.65% | Q1 2026 | May 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 1,073,443 | 31,323 | 1.93% | 1.81% | 35 | +88,800 | 9.02% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,038,830 | 30,416 | 0.2% | 0.14% | 36 | +340,883 | 48.84% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,030,100 | 30,058 | 1.83% | 1.84% | 37 | +31,153 | 3.12% | Q1 2026 | Apr 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 1,009,143 | 29,446 | 2.57% | 2.32% | 38 | +149,964 | 17.45% | Q1 2026 | Apr 07, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 999,047 | 29,152 | 3.6% | 3.5% | 39 | +65,868 | 7.06% | Q1 2026 | Apr 23, 2026 |
| Crane Advisory, LLC | History | Added to | 988,122 | 28,803 | 4.31% | 4.33% | 40 | +10,010 | 1.02% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 887,602 | 25,900 | 0.01% | 0.01% | 41 | -31,700 | -3.45% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 877,151 | 25,716 | 0.03% | 0.02% | 42 | +176,689 | 25.22% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 881,708 | 25,710 | 0.0% | 0.0% | 43 | +128,318 | 17.03% | Q1 2026 | May 13, 2026 |
| Nelson Capital Management, LLC | History | Added to | 880,170 | 25,683 | 3.14% | 2.96% | 44 | +14,877 | 1.72% | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 861,222 | 25,130 | 0.2% | 0.22% | 45 | -16,443 | -1.87% | Q1 2026 | Apr 07, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 852,998 | 24,809 | 4.06% | 3.99% | 46 | +28,203 | 3.42% | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 816,596 | 23,828 | 0.03% | 0.03% | 47 | -94,620 | -10.38% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 777,062 | 22,674 | 0.0% | 0.0% | 48 | +48,985 | 6.73% | Q1 2026 | May 05, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 763,553 | 22,280 | 4.82% | 2.63% | 49 | +348,600 | 84.01% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 731,553 | 21,346 | 0.46% | 0.5% | 50 | -29,019 | -3.82% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 713,797 | 20,828 | 0.11% | 0.11% | 51 | +15,355 | 2.2% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 712,479 | 20,790 | 0.1% | 0.1% | 52 | +2,221 | 0.31% | Q1 2026 | Apr 24, 2026 |
| WorthPointe, LLC | History | Added to | 698,778 | 20,390 | 5.52% | 4.13% | 53 | +161,891 | 30.15% | Q1 2026 | May 12, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 643,329 | 18,772 | 0.74% | 0.67% | 54 | +58,092 | 9.93% | Q1 2026 | Apr 13, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 636,148 | 18,562 | 2.6% | 1.39% | 55 | +288,049 | 82.75% | Q1 2026 | May 15, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 628,116 | 18,328 | 3.38% | 3.42% | 56 | -11,234 | -1.76% | Q1 2026 | Apr 27, 2026 |
| Gradient Investments LLC | History | Added to | 617,404 | 18,015 | 0.28% | 0.27% | 57 | +35,179 | 6.04% | Q1 2026 | Apr 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 615,436 | 17,958 | 0.2% | 0.2% | 58 | +28,973 | 4.94% | Q1 2026 | Apr 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 564,748 | 16,479 | 0.23% | 0.23% | 59 | -40,951 | -6.76% | Q1 2026 | Apr 30, 2026 |
| Fiduciary Group, LLC | History | Added to | 556,094 | 16,226 | 1.39% | 1.23% | 60 | +55,285 | 11.04% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 536,598 | 15,657 | 0.21% | 0.22% | 61 | +16,445 | 3.16% | Q1 2026 | Apr 08, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 534,195 | 15,587 | 0.26% | 0.25% | 62 | -6,000 | -1.11% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 526,487 | 15,362 | 0.09% | 0.08% | 63 | +54,373 | 11.52% | Q1 2026 | May 15, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 498,450 | 14,544 | 13.24% | 13.09% | 64 | +14,028 | 2.9% | Q1 2026 | Apr 23, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 495,119 | 14,447 | 2.44% | 2.46% | 65 | -14,388 | -2.82% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Added to | 475,507 | 13,875 | 0.18% | 0.01% | 66 | +462,458 | 3544.01% | Q1 2026 | May 15, 2026 |
| Fonville Wealth Management LLC | History | Added to | 470,619 | 13,732 | 2.61% | 1.92% | 67 | +150,467 | 47.0% | Q1 2026 | Apr 20, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 464,249 | 13,546 | 1.52% | 1.46% | 68 | +17,587 | 3.94% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 442,123 | 12,901 | 0.1% | 0.06% | 69 | +151,011 | 51.87% | Q1 2026 | May 14, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 438,612 | 12,798 | 2.5% | 2.42% | 70 | +35,135 | 8.71% | Q1 2026 | May 14, 2026 |
| Private Wealth Group, LLC | History | Added to | 431,056 | 12,578 | 5.87% | 5.68% | 71 | +26,514 | 6.55% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 425,164 | 12,406 | 0.01% | 0.01% | 72 | -136,724 | -24.33% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 412,785 | 12,012 | 0.02% | 0.02% | 73 | -137,597 | -25.0% | Q1 2026 | Apr 08, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 406,398 | 11,899 | 1.57% | 1.57% | 74 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rinkey Investments | History | Added to | 407,126 | 11,879 | 3.04% | 3.03% | 75 | +177 | 0.04% | Q1 2026 | May 11, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 402,586 | 11,735 | 2.65% | 2.7% | 76 | +2,153 | 0.54% | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | New | 398,443 | 11,626 | 0.01% | — | 77 | +398,443 | New | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | New | 387,348 | 11,310 | 0.17% | — | 78 | +387,348 | New | Q1 2026 | Apr 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 386,403 | 11,275 | 0.06% | 0.04% | 79 | +31,295 | 8.81% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 380,561 | 11,104 | 0.01% | 0.01% | 80 | +15,995 | 4.39% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 373,679 | 10,903 | 0.0% | 0.0% | 81 | +134,383 | 56.16% | Q1 2026 | May 15, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 363,917 | 10,626 | 5.47% | 5.7% | 82 | -2,721 | -0.74% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 348,977 | 10,183 | 0.02% | 0.02% | 83 | -69,814 | -16.67% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 346,863 | 10,121 | 0.49% | 0.01% | 84 | +339,202 | 4427.65% | Q1 2026 | May 05, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 338,407 | 9,874 | 2.96% | 2.9% | 85 | +16,995 | 5.29% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 319,564 | 9,324 | 0.13% | 0.14% | 86 | -19,989 | -5.89% | Q1 2026 | May 12, 2026 |
| S. R. Schill & Associates | History | Added to | 312,600 | 9,121 | 6.16% | 6.07% | 87 | +19,047 | 6.49% | Q1 2026 | May 01, 2026 |
| MTC Wealth Management LLC | History | Added to | 308,027 | 8,988 | 4.27% | 3.83% | 88 | +29,040 | 10.41% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 300,504 | 8,768 | 0.07% | 0.07% | 89 | +108,638 | 56.62% | Q1 2026 | May 15, 2026 |
| First Affirmative Financial Network | History | New | 292,062 | 8,522 | 3.31% | — | 90 | +292,062 | New | Q1 2026 | May 11, 2026 |
| DGS Capital Management, LLC | History | Added to | 285,655 | 8,335 | 1.37% | 1.36% | 91 | +14,765 | 5.45% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 283,524 | 8,273 | 0.08% | 0.02% | 92 | +226,164 | 394.29% | Q1 2026 | May 08, 2026 |
| MY Wealth Management Inc. | History | Added to | 280,822 | 8,211 | 7.95% | 3.66% | 93 | +137,463 | 95.89% | Q1 2026 | May 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 279,000 | 8,141 | 0.0% | 0.02% | 94 | +22,000 | 8.56% | Q1 2026 | May 04, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 266,705 | 7,782 | 0.68% | 0.69% | 95 | -2,890 | -1.07% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 265,239 | 7,739 | 0.01% | 0.01% | 96 | -6,590 | -2.42% | Q1 2026 | May 13, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 262,376 | 7,656 | 5.09% | 5.01% | 97 | +4,964 | 1.93% | Q1 2026 | May 07, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 255,841 | 7,465 | 3.73% | 3.75% | 98 | +2,746 | 1.08% | Q1 2026 | Apr 21, 2026 |
| Members Advisory Group LLC | History | New | 252,503 | 7,368 | 2.53% | — | 99 | +252,503 | New | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | Added to | 247,350 | 7,196 | 0.05% | 0.11% | 100 | +28,050 | 12.79% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 245,991 | 7,178 | 0.05% | 0.06% | 101 | +12,028 | 5.14% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 242,603 | 7,079 | 0.52% | 0.51% | 102 | -14,943 | -5.8% | Q1 2026 | Apr 20, 2026 |
| HighPoint Advisor Group LLC | History | New | 241,799 | 7,055 | 0.3% | — | 103 | +241,799 | New | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 234,328 | 6,837 | 0.05% | 0.09% | 104 | -131,881 | -36.01% | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 228,245 | 6,660 | 0.08% | 0.07% | 105 | +51,948 | 29.47% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 222,849 | 6,502 | 0.01% | 0.01% | 106 | -15,113 | -6.35% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 214,873 | 6,269 | 0.02% | 0.02% | 107 | -69,868 | -24.54% | Q1 2026 | May 04, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 211,720 | 6,177 | 2.01% | 1.96% | 108 | +11,017 | 5.49% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | Reduced | 208,485 | 6,083 | 1.08% | 1.13% | 109 | -2,128 | -1.01% | Q1 2026 | Apr 24, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 200,273 | 5,843 | 2.22% | 2.05% | 110 | +8,283 | 4.31% | Q1 2026 | May 11, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 198,177 | 5,782 | 3.91% | 3.81% | 111 | +13,682 | 7.42% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 197,829 | 5,772 | 0.01% | 0.01% | 112 | -36,717 | -15.65% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 195,479 | 5,704 | 0.0% | 0.0% | 113 | +195,288 | 102245.03% | Q1 2026 | May 13, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 194,432 | 5,673 | 4.73% | 4.64% | 114 | +2,587 | 1.35% | Q1 2026 | May 08, 2026 |
| ENTREWEALTH, LLC | History | Added to | 190,852 | 5,569 | 2.5% | 2.41% | 115 | +8,380 | 4.59% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 185,037 | 5,382 | 0.05% | 0.05% | 116 | +35,948 | 24.11% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 183,715 | 5,361 | 0.01% | 0.02% | 117 | -14,771 | -7.44% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 182,171 | 5,316 | 0.17% | — | 118 | +182,171 | New | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 178,336 | 5,203 | 0.36% | 0.3% | 119 | +15,964 | 9.83% | Q1 2026 | May 21, 2026 |
| Synergy Investment Management, LLC | History | Added to | 177,875 | 5,190 | 1.7% | 1.74% | 120 | +10,070 | 6.0% | Q1 2026 | May 14, 2026 |
| Centric Wealth Management | History | Added to | 171,071 | 4,966 | 0.99% | 1.01% | 121 | +6,837 | 4.16% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 167,713 | 4,893 | 0.03% | 0.03% | 122 | +8,723 | 5.49% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 163,542 | 4,757 | 0.36% | 0.36% | 123 | -985 | -0.6% | Q1 2026 | Apr 27, 2026 |
| Faithward Advisors, LLC | History | Added to | 153,225 | 4,712 | 0.67% | 0.61% | 124 | +11,295 | 7.96% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 158,347 | 4,620 | 0.11% | 0.18% | 125 | -94,227 | -37.31% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 157,935 | 4,608 | 0.01% | 0.0% | 126 | +43,034 | 37.45% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 157,742 | 4,602 | 0.02% | 0.06% | 127 | -223,825 | -58.66% | Q1 2026 | May 14, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 157,355 | 4,591 | 1.37% | 1.38% | 128 | +990 | 0.63% | Q1 2026 | May 20, 2026 |
| JT Stratford LLC | History | Added to | 154,988 | 4,522 | 0.58% | 0.51% | 129 | +18,463 | 13.52% | Q1 2026 | May 15, 2026 |
| Guild Investment Management, Inc. | History | Reduced | 152,000 | 4,435 | 3.17% | 3.37% | 130 | -3,000 | -1.94% | Q1 2026 | Apr 20, 2026 |
| MKT Advisors LLC | History | Added to | 146,963 | 4,275 | 1.43% | 1.15% | 131 | +32,347 | 28.22% | Q1 2026 | Apr 10, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 145,965 | 4,259 | 1.5% | 1.78% | 132 | +1,176 | 0.81% | Q1 2026 | Apr 21, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 145,638 | 4,249 | 0.59% | 0.63% | 133 | -18,814 | -11.44% | Q1 2026 | Apr 09, 2026 |
| Madison Asset Management, LLC | History | Reduced | 141,935 | 4,141 | 0.05% | 0.1% | 134 | -164,080 | -53.62% | Q1 2026 | May 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 134,336 | 3,919 | 0.82% | 0.84% | 135 | +6,036 | 4.7% | Q1 2026 | Apr 15, 2026 |
| Hobart Private Capital, LLC | History | Added to | 133,082 | 3,883 | 0.76% | 0.73% | 136 | +6,027 | 4.74% | Q1 2026 | Apr 07, 2026 |
| Napier Financial, LLC | History | Reduced | 124,529 | 3,633 | 0.83% | 0.93% | 138 | -2,914 | -2.29% | Q1 2026 | May 05, 2026 |
| Roundview Capital LLC | History | Reduced | 124,528 | 3,633 | 0.23% | 0.23% | 137 | -549 | -0.44% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 124,417 | 3,630 | 0.1% | 0.12% | 139 | -2,442 | -1.92% | Q1 2026 | Apr 09, 2026 |
| NWAM LLC | History | Added to | 123,819 | 3,613 | 0.21% | 0.19% | 140 | +5,097 | 4.29% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 117,087 | 3,416 | 0.06% | 0.06% | 141 | +6,983 | 6.34% | Q1 2026 | Apr 17, 2026 |
| Walker Financial Services, Inc. | History | Added to | 114,441 | 3,339 | 1.14% | 1.19% | 142 | +2,089 | 1.86% | Q1 2026 | Apr 29, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 111,909 | 3,265 | 3.65% | 3.47% | 143 | +2,393 | 2.19% | Q1 2026 | May 08, 2026 |
| Zhang Financial LLC | History | Reduced | 106,670 | 3,112 | 0.11% | 0.12% | 144 | -5,170 | -4.62% | Q1 2026 | May 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 106,607 | 3,110 | 2.1% | 2.07% | 145 | +694 | 0.66% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 105,629 | 3,082 | 0.76% | 2.59% | 146 | +8,908 | 9.21% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 97,758 | 2,852 | 0.0% | 0.0% | 147 | -7,307 | -6.95% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | Added to | 95,924 | 2,799 | 0.03% | 0.03% | 148 | +47,306 | 97.3% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 95,380 | 2,783 | 0.09% | 0.09% | 149 | +4,026 | 4.41% | Q1 2026 | Apr 08, 2026 |
| MATAURO, LLC | History | Reduced | 92,771 | 2,707 | 0.39% | 0.51% | 150 | -22,731 | -19.68% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Added to | 90,734 | 2,647 | 0.2% | 0.19% | 151 | +3,525 | 4.04% | Q1 2026 | Apr 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 89,834 | 2,621 | 0.03% | 0.03% | 152 | -1,365 | -1.5% | Q1 2026 | May 08, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 89,737 | 2,618 | 0.66% | 0.6% | 153 | +11,307 | 14.42% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 85,053 | 2,481 | 0.0% | 0.0% | 154 | +11,972 | 16.38% | Q1 2026 | May 07, 2026 |
| Advisor Resource Council | History | Reduced | 83,922 | 2,448 | 0.79% | 0.93% | 155 | -5,988 | -6.66% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 83,886 | 2,447 | 0.03% | 0.04% | 156 | -39,367 | -31.94% | Q1 2026 | Apr 28, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 83,635 | 2,440 | 0.07% | 0.08% | 157 | -3,271 | -3.76% | Q1 2026 | Apr 14, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 83,169 | 2,426 | 0.56% | 0.55% | 158 | +751 | 0.91% | Q1 2026 | Apr 28, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 81,675 | 2,383 | 0.33% | 0.34% | 159 | -3,378 | -3.97% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 81,207 | 2,369 | 0.03% | 0.03% | 160 | +14,739 | 22.17% | Q1 2026 | May 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 81,134 | 2,367 | 0.75% | 0.81% | 161 | -7,578 | -8.54% | Q1 2026 | Apr 16, 2026 |
| Wealth Management Nebraska | History | New | 25,480 | 2,361 | 0.24% | — | 162 | +25,480 | New | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 80,786 | 2,357 | 0.09% | 0.1% | 163 | -13,709 | -14.51% | Q1 2026 | May 14, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 79,249 | 2,312 | 2.01% | 1.99% | 164 | +2,081 | 2.7% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Reduced | 77,637 | 2,265 | 0.06% | 0.07% | 165 | -5,166 | -6.24% | Q1 2026 | May 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 75,696 | 2,208 | 0.33% | 0.34% | 166 | -429 | -0.56% | Q1 2026 | Apr 16, 2026 |
| BAILARD, INC. | History | Reduced | 75,443 | 2,201 | 0.05% | 0.06% | 167 | -13,275 | -14.96% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | Added to | 71,256 | 2,079 | 0.53% | 0.58% | 168 | +1,042 | 1.48% | Q1 2026 | May 07, 2026 |
| Intrua Financial, LLC | History | Reduced | 67,854 | 1,979 | 0.2% | 0.22% | 169 | -4,359 | -6.04% | Q1 2026 | Apr 23, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 66,225 | 1,932 | 0.95% | 0.89% | 170 | +7,559 | 12.88% | Q1 2026 | Apr 17, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 64,417 | 1,879 | 0.31% | 0.39% | 171 | -13,071 | -16.87% | Q1 2026 | May 08, 2026 |
| Tactive Advisors, LLC | History | Added to | 64,144 | 1,871 | 0.53% | 0.54% | 172 | +1,108 | 1.76% | Q1 2026 | Apr 16, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 60,875 | 1,776 | 0.05% | 0.05% | 173 | +4,731 | 8.43% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 60,698 | 1,771 | 0.06% | 0.07% | 174 | -7,322 | -10.76% | Q1 2026 | Apr 28, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 59,693 | 1,741 | 0.53% | 0.3% | 175 | +11,858 | 24.79% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 58,709 | 1,719 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 57,346 | 1,673 | 0.0% | — | 177 | +57,346 | New | Q1 2026 | May 15, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 52,030 | 1,518 | 1.01% | 0.98% | 178 | -3,770 | -6.76% | Q1 2026 | Apr 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 51,782 | 1,510 | 0.01% | 0.01% | 179 | +3,240 | 6.67% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Added to | 51,543 | 1,504 | 0.11% | 0.1% | 180 | +5,808 | 12.7% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 51,542 | 1,503 | 0.03% | 0.03% | 181 | -8,780 | -14.56% | Q1 2026 | Apr 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 50,925 | 1,486 | 0.14% | 0.12% | 182 | +9,038 | 21.58% | Q1 2026 | Apr 22, 2026 |
| Partners in Financial Planning | History | Reduced | 49,979 | 1,458 | 0.24% | 0.25% | 183 | -674 | -1.33% | Q1 2026 | May 11, 2026 |
| One Day In July LLC | History | Reduced | 49,365 | 1,440 | 0.12% | 0.16% | 184 | -19,112 | -27.91% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 49,257 | 1,433 | 0.0% | 0.0% | 185 | +14,752 | 42.75% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 49,000 | 1,429 | 0.0% | — | 186 | +49,000 | New | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 48,056 | 1,400 | 0.0% | — | 187 | +48,056 | New | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 47,952 | 1,399 | 0.08% | 0.08% | 188 | +89 | 0.19% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 47,745 | 1,393 | 0.18% | 0.19% | 189 | +843 | 1.8% | Q1 2026 | Apr 13, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 43,075 | 1,256 | 0.82% | 0.86% | 190 | -4,086 | -8.66% | Q1 2026 | Apr 21, 2026 |
| Vavra Capital Management, LLC | History | Added to | 42,769 | 1,247 | 1.21% | 1.22% | 191 | +322 | 0.76% | Q1 2026 | Apr 27, 2026 |
| Successful Portfolios LLC | History | Added to | 41,412 | 1,208 | 0.67% | 0.62% | 192 | +2 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 41,370 | 1,207 | 0.04% | 0.06% | 193 | -67 | -0.16% | Q1 2026 | May 19, 2026 |
| Diligent Investors, LLC | History | No change | 40,000 | 1,167 | 0.29% | 0.29% | 194 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 39,671 | 1,157 | 0.11% | 0.12% | 195 | -4,751 | -10.7% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 38,609 | 1,126 | 0.03% | 0.03% | 196 | -109 | -0.28% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 38,527 | 1,124 | 0.05% | 0.04% | 197 | +9,649 | 33.41% | Q1 2026 | May 12, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 37,694 | 1,096 | 0.25% | 1.01% | 198 | -194,771 | -83.79% | Q1 2026 | Apr 14, 2026 |
| Integrated Advisors Network LLC | History | No change | 37,212 | 1,085 | 0.06% | 0.05% | 199 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 36,016 | 1,051 | 0.02% | 0.02% | 200 | -456 | -1.25% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 35,697 | 1,041 | 0.01% | 0.03% | 201 | -50,524 | -58.6% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 35,453 | 1,034 | 0.0% | 0.0% | 202 | -26,735 | -42.99% | Q1 2026 | May 15, 2026 |
| HORAN Wealth, LLC | History | No change | 34,456 | 1,008 | 0.1% | 0.15% | 203 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 34,205 | 998 | 0.02% | 0.02% | 204 | +5,493 | 19.13% | Q1 2026 | May 11, 2026 |
| Allen Capital Group, LLC | History | No change | 33,900 | 992 | 0.09% | 0.09% | 205 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Downshift Financial, LLC | History | Added to | 32,799 | 956 | 0.49% | 0.55% | 206 | +2,484 | 8.19% | Q1 2026 | Apr 29, 2026 |
| Evanson Asset Management, LLC | History | No change | 32,523 | 949 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 32,424 | 946 | 0.04% | 0.05% | 208 | -179 | -0.55% | Q1 2026 | Apr 28, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 32,173 | 942 | 0.31% | 0.31% | 209 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 32,017 | 934 | 0.79% | 0.86% | 210 | -2,826 | -8.11% | Q1 2026 | May 13, 2026 |
| Triton Financial Group Inc | History | Added to | 31,724 | 927 | 1.62% | 0.31% | 211 | +15,862 | 100.0% | Q1 2026 | May 15, 2026 |
| Aspire Private Capital, LLC | History | Added to | 31,623 | 922 | 0.21% | 0.2% | 212 | +1,516 | 5.04% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Added to | 30,276 | 883 | 0.0% | 0.0% | 213 | +3,047 | 11.19% | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | Added to | 30,007 | 875 | 0.33% | 0.29% | 214 | +2,985 | 11.05% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 29,242 | 850 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | No change | 28,589 | 834 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 28,348 | 824 | 0.13% | 0.09% | 217 | +10,610 | 59.82% | Q1 2026 | Apr 14, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 28,004 | 817 | 0.36% | 0.38% | 218 | -1,012 | -3.49% | Q1 2026 | Apr 29, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 27,959 | 815 | 0.2% | 0.2% | 219 | +1,024 | 3.8% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,862 | 813 | 0.0% | 0.0% | 220 | +14 | 0.05% | Q1 2026 | Apr 30, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 27,846 | 812 | 0.81% | 0.54% | 221 | +9,358 | 50.62% | Q1 2026 | May 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 27,797 | 811 | 0.01% | 0.05% | 222 | -105,943 | -79.22% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 27,193 | 793 | 0.0% | 0.0% | 223 | +1,420 | 5.51% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 27,027 | 788 | 0.07% | 0.08% | 224 | -4,802 | -15.09% | Q1 2026 | Apr 30, 2026 |
| Capital Management Associates, Inc | History | No change | 26,880 | 784 | 0.18% | 0.17% | 225 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 26,698 | 779 | 0.06% | 0.06% | 226 | +1,399 | 5.53% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 26,083 | 761 | 0.01% | 0.01% | 227 | -3,171 | -10.84% | Q1 2026 | May 15, 2026 |
| Slow Capital, Inc. | History | Reduced | 26,027 | 759 | 0.1% | 0.16% | 228 | -19,190 | -42.44% | Q1 2026 | Apr 24, 2026 |
| Winch Advisory Services, LLC | History | Added to | 25,667 | 748 | 0.17% | 0.16% | 229 | +410 | 1.62% | Q1 2026 | Apr 30, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 25,272 | 737 | 0.48% | 0.52% | 230 | -350 | -1.37% | Q1 2026 | Apr 23, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 25,005 | 729 | 0.56% | 0.59% | 231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Maridea Wealth Management LLC | History | Added to | 24,660 | 719 | 0.1% | 0.03% | 232 | +17,150 | 228.36% | Q1 2026 | Apr 21, 2026 |
| Trilogy Capital Inc. | History | Reduced | 24,613 | 718 | 0.03% | 0.04% | 233 | -8,503 | -25.68% | Q1 2026 | Apr 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 23,821 | 695 | 0.05% | 0.07% | 234 | -6,680 | -21.9% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 23,667 | 690 | 0.12% | 0.16% | 235 | -8,331 | -26.04% | Q1 2026 | May 08, 2026 |
| PROTECTIVE LIFE CORP | History | New | 23,506 | 685 | 2.28% | — | 237 | +23,506 | New | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 23,484 | 685 | 0.03% | 0.02% | 236 | +270 | 1.16% | Q1 2026 | Apr 20, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 23,426 | 683 | 0.26% | — | 238 | +23,426 | New | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | New | 23,426 | 683 | 0.26% | — | 239 | +23,426 | New | Q1 2026 | May 05, 2026 |
| Paladin Wealth, LLC | History | Added to | 23,292 | 679 | 0.47% | 0.45% | 240 | +657 | 2.9% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 23,102 | 674 | 0.0% | 0.0% | 241 | -130 | -0.56% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 22,501 | 658 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 22,000 | 641 | 0.14% | 0.17% | 243 | -5,000 | -18.52% | Q1 2026 | Apr 10, 2026 |
| Austin Private Wealth, LLC | History | No change | 21,658 | 634 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 21,257 | 620 | 0.07% | 0.07% | 245 | -1,315 | -5.83% | Q1 2026 | Apr 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 21,094 | 615 | 0.03% | 0.03% | 246 | +5,715 | 37.16% | Q1 2026 | Apr 30, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 20,933 | 610 | 0.08% | 0.1% | 247 | -5,455 | -20.67% | Q1 2026 | May 04, 2026 |
| Portland Financial Advisors Inc | History | No change | 20,138 | 587 | 1.22% | 1.25% | 248 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 20,076 | 585 | 0.0% | 0.0% | 249 | -2,977 | -12.91% | Q1 2026 | May 13, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 19,741 | 576 | 0.31% | 0.46% | 250 | -11,013 | -35.81% | Q1 2026 | May 11, 2026 |
| Brown Financial Advisors | History | Reduced | 19,382 | 565 | 0.21% | 0.22% | 251 | -810 | -4.01% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 18,935 | 552 | 0.04% | 0.04% | 252 | +100 | 0.53% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 21,376 | 543 | 0.03% | 0.01% | 253 | -31,858 | -59.85% | Q1 2026 | May 15, 2026 |
| Evensky & Katz LLC | History | Added to | 18,126 | 529 | 0.03% | 0.03% | 254 | +114 | 0.63% | Q1 2026 | Apr 22, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 18,049 | 526 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Reduced | 17,713 | 516 | 0.0% | 0.0% | 256 | -1,993 | -10.11% | Q1 2026 | May 04, 2026 |
| WBI INVESTMENTS, LLC | History | New | 17,591 | 513 | 0.14% | — | 257 | +17,591 | New | Q1 2026 | May 11, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 17,229 | 502 | 0.19% | 0.19% | 258 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 16,835 | 491 | 0.01% | 0.01% | 259 | -35 | -0.21% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,631 | 485 | 0.0% | 0.02% | 260 | -93,505 | -84.9% | Q1 2026 | May 05, 2026 |
| GeoWealth Management, LLC | History | Reduced | 16,577 | 483 | 0.02% | 0.03% | 261 | -11,589 | -41.15% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | No change | 16,513 | 481 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ascent Group, LLC | History | Reduced | 16,210 | 473 | 0.02% | 0.02% | 264 | -5,367 | -24.87% | Q1 2026 | May 15, 2026 |
| Front Row Advisors LLC | History | No change | 16,230 | 473 | 0.16% | 0.16% | 263 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 16,161 | 471 | 0.22% | 0.29% | 265 | -6,929 | -30.01% | Q1 2026 | May 04, 2026 |
| WESBANCO BANK INC | History | No change | 15,865 | 462 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 15,766 | 460 | 0.05% | 0.06% | 267 | -1,915 | -10.83% | Q1 2026 | Apr 28, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 15,629 | 456 | 0.09% | 0.08% | 268 | +1,458 | 10.29% | Q1 2026 | May 06, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 15,558 | 453 | 0.01% | 0.02% | 269 | -11,919 | -43.38% | Q1 2026 | May 13, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 15,125 | 441 | 0.15% | 0.42% | 270 | -27,911 | -64.86% | Q1 2026 | May 05, 2026 |
| Clark Asset Management, LLC | History | No change | 15,101 | 440 | 0.04% | 0.05% | 271 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 14,716 | 429 | 0.09% | 0.09% | 272 | -218 | -1.46% | Q1 2026 | Apr 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 14,699 | 428 | 0.18% | 0.29% | 273 | -8,377 | -36.3% | Q1 2026 | Apr 15, 2026 |
| Acropolis Investment Management, LLC | History | No change | 14,400 | 420 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 14,335 | 418 | 0.03% | 0.03% | 275 | -8,225 | -36.46% | Q1 2026 | Apr 24, 2026 |
| Carnegie Investment Counsel | History | Reduced | 14,216 | 414 | 0.01% | 0.02% | 276 | -15,020 | -51.38% | Q1 2026 | May 01, 2026 |
| Banque Transatlantique SA | History | New | 13,980 | 407 | 0.01% | — | 277 | +13,980 | New | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | New | 13,904 | 405 | 0.01% | — | 278 | +13,904 | New | Q1 2026 | May 18, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 13,842 | 402 | 0.26% | 0.28% | 279 | +123 | 0.9% | Q1 2026 | May 06, 2026 |
| Nemes Rush Group LLC | History | Added to | 13,770 | 401 | 0.04% | 0.04% | 280 | +843 | 6.52% | Q1 2026 | Apr 21, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 13,682 | 399 | 0.12% | 0.11% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 13,653 | 398 | 0.01% | 0.01% | 282 | +1,554 | 12.84% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 13,637 | 397 | 0.02% | 0.02% | 283 | -267 | -1.92% | Q1 2026 | May 12, 2026 |
| One Degree Advisors Inc | History | Reduced | 13,425 | 391 | 0.1% | 0.17% | 284 | -7,380 | -35.47% | Q1 2026 | May 01, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 13,234 | 387 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 13,088 | 381 | 0.28% | 0.41% | 286 | -6,459 | -33.04% | Q1 2026 | Apr 17, 2026 |
| Creative Planning | History | Added to | 12,931 | 377 | 0.0% | 0.0% | 287 | +2,321 | 21.88% | Q1 2026 | May 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 12,963 | 377 | 0.08% | 0.09% | 288 | +7 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 12,719 | 371 | 0.21% | 0.46% | 289 | -12,259 | -49.08% | Q1 2026 | Apr 16, 2026 |
| Trailhead Planners LLC | History | Added to | 12,686 | 370 | 0.36% | 0.35% | 290 | +396 | 3.22% | Q1 2026 | May 06, 2026 |
| Pallas Capital Advisors LLC | History | No change | 12,677 | 369 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Added to | 12,490 | 364 | 0.0% | 0.0% | 292 | +12 | 0.1% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 12,503 | 364 | 0.01% | 0.01% | 293 | +7 | 0.06% | Q1 2026 | May 15, 2026 |
| Financial Enhancement Group LLC | History | Added to | 12,355 | 360 | 0.04% | 0.05% | 294 | +72 | 0.59% | Q1 2026 | Apr 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 12,095 | 352 | 0.01% | 0.05% | 295 | -74,120 | -85.97% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,043 | 351 | 0.01% | 0.03% | 296 | -25,025 | -67.51% | Q1 2026 | May 15, 2026 |
| Falcon Wealth Planning | History | Reduced | 11,870 | 346 | 0.02% | 0.03% | 297 | -1,437 | -10.8% | Q1 2026 | Apr 20, 2026 |
| Mattson Financial Services, LLC | History | Added to | 11,737 | 342 | 0.08% | 0.08% | 298 | +634 | 5.71% | Q1 2026 | May 11, 2026 |
| BDFS Capital LLC | History | Added to | 11,462 | 334 | 0.16% | 0.17% | 299 | +60 | 0.53% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 11,210 | 327 | 0.0% | 0.0% | 300 | -6,420 | -36.42% | Q1 2026 | Apr 30, 2026 |