Nuveen S&P 500 Dynamic Overwrite Fund - SPXX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 12,227,809 | 196,500 | 0.01% | 0.0% | 1 | +11,997,085 | 5199.76% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,626,954 | 42,215 | 0.01% | 0.0% | 2 | +1,926,184 | 274.87% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,974,296 | 31,726 | 0.01% | 0.0% | 3 | +1,617,627 | 453.54% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 1,946,994 | 31,288 | 0.0% | 0.0% | 4 | +1,598,838 | 459.23% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 1,884,150 | 30,278 | 0.0% | 0.0% | 5 | +1,494,850 | 383.98% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,836,213 | 29,507 | 0.01% | 0.0% | 6 | +1,489,067 | 428.95% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,621,647 | 26,059 | 0.04% | 0.0% | 7 | +1,583,680 | 4171.2% | Q1 2026 | May 05, 2026 |
| Saba Capital Management, L.P. | History | New | 1,537,423 | 24,706 | 0.68% | — | 8 | +1,537,423 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,326,539 | 21,317 | 0.0% | 0.0% | 9 | +1,251,909 | 1677.49% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,194,048 | 19,188 | 0.32% | 0.02% | 10 | +1,138,830 | 2062.43% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,049,466 | 16,864 | 0.13% | 0.02% | 11 | +864,338 | 466.89% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 593,941 | 9,545 | 0.02% | 0.01% | 12 | +480,962 | 425.71% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | New | 592,916 | 9,528 | 0.01% | — | 13 | +592,916 | New | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 590,763 | 9,493 | 0.01% | 0.0% | 14 | +440,264 | 292.54% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 549,588 | 8,831 | 0.09% | 0.0% | 15 | +548,810 | 70541.13% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 528,707 | 8,497 | 0.0% | 0.0% | 16 | +454,483 | 612.31% | Q1 2026 | May 15, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | New | 430,433 | 6,917 | 0.81% | — | 17 | +430,433 | New | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 430,893 | 6,914 | 0.0% | 0.0% | 18 | +390,541 | 967.84% | Q1 2026 | May 15, 2026 |
| Shaker Financial Services, LLC | History | New | 407,322 | 6,545 | 2.28% | — | 19 | +407,322 | New | Q1 2026 | May 12, 2026 |
| Twelve Points Wealth Management LLC | History | New | 325,501 | 5,230 | 1.15% | — | 20 | +325,501 | New | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | New | 324,292 | 5,211 | 0.0% | — | 21 | +324,292 | New | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 287,314 | 4,617 | 0.01% | 0.0% | 22 | +276,581 | 2576.92% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisors, LLC | History | New | 285,535 | 4,588 | 0.07% | — | 23 | +285,535 | New | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Added to | 262,227 | 4,213 | 0.0% | 0.0% | 24 | +234,800 | 856.09% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 247,485 | 3,977 | 0.04% | — | 25 | +247,485 | New | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 246,272 | 3,957 | 0.0% | — | 26 | +246,272 | New | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 245,116 | 3,939 | 0.01% | 0.0% | 27 | +220,626 | 900.88% | Q1 2026 | Apr 27, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 210,579 | 3,384 | 0.11% | 0.01% | 28 | +195,889 | 1333.49% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 209,707 | 3,369 | 0.01% | 0.0% | 29 | +205,817 | 5290.93% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | New | 208,680 | 3,353 | 0.02% | — | 30 | +208,680 | New | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | New | 203,365 | 3,268 | 0.25% | — | 31 | +203,365 | New | Q1 2026 | May 07, 2026 |
| Quarry LP | History | New | 201,584 | 3,239 | 0.58% | — | 32 | +201,584 | New | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | New | 197,501 | 3,174 | 1.49% | — | 33 | +197,501 | New | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 181,127 | 2,911 | 0.02% | — | 34 | +181,127 | New | Q1 2026 | Apr 07, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 157,720 | 2,534 | 0.54% | 0.19% | 35 | +111,592 | 241.92% | Q1 2026 | Apr 09, 2026 |
| Altium Capital Management LLC | History | New | 157,395 | 2,529 | 6.02% | — | 36 | +157,395 | New | Q1 2026 | May 01, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | New | 149,092 | 2,395 | 0.81% | — | 37 | +149,092 | New | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 141,506 | 2,274 | 0.0% | 0.0% | 38 | +113,790 | 410.56% | Q1 2026 | May 15, 2026 |
| Advisory Advocates, LLC | History | New | 136,490 | 2,193 | 2.24% | — | 39 | +136,490 | New | Q1 2026 | May 05, 2026 |
| Ionic Capital Management LLC | History | New | 130,987 | 2,104 | 0.15% | — | 40 | +130,987 | New | Q1 2026 | May 15, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 130,912 | 2,103 | 0.53% | 0.34% | 41 | +59,731 | 83.91% | Q1 2026 | Apr 16, 2026 |
| Bulldog Investors, LLP | History | New | 125,415 | 2,015 | 0.45% | — | 42 | +125,415 | New | Q1 2026 | May 08, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 118,391 | 1,902 | 0.14% | 0.02% | 43 | +104,060 | 726.12% | Q1 2026 | May 15, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 109,192 | 1,895 | 0.43% | — | 44 | +109,192 | New | Q1 2026 | Apr 15, 2026 |
| PMG Family Office LLC | History | Added to | 111,427 | 1,805 | 2.02% | 0.94% | 45 | +66,550 | 148.29% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Wealth | History | New | 108,914 | 1,750 | 0.0% | — | 46 | +108,914 | New | Q1 2026 | May 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 99,335 | 1,596 | 0.08% | — | 47 | +99,335 | New | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | New | 98,953 | 1,590 | 0.03% | — | 48 | +98,953 | New | Q1 2026 | Apr 14, 2026 |
| TPG Advisors LLC | History | New | 98,917 | 1,589 | 0.99% | — | 49 | +98,917 | New | Q1 2026 | Apr 22, 2026 |
| Cypress Capital Management LLC (WY) | History | New | 94,482 | 1,518 | 1.4% | — | 50 | +94,482 | New | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 92,005 | 1,478 | 0.01% | 0.0% | 51 | +60,649 | 193.42% | Q1 2026 | Apr 24, 2026 |
| D.A. DAVIDSON & CO. | History | New | 91,536 | 1,470 | 0.01% | — | 52 | +91,536 | New | Q1 2026 | May 05, 2026 |
| Richmond Investment Services, LLC | History | New | 89,052 | 1,431 | 0.23% | — | 53 | +89,052 | New | Q1 2026 | Apr 29, 2026 |
| Almitas Capital LLC | History | New | 88,552 | 1,423 | 0.32% | — | 54 | +88,552 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 85,582 | 1,375 | 0.0% | — | 55 | +85,582 | New | Q1 2026 | May 04, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 85,297 | 1,370 | 1.31% | — | 56 | +85,297 | New | Q1 2026 | Apr 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 80,204 | 1,288 | 0.19% | 0.0% | 57 | +80,004 | 40002.0% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | New | 74,952 | 1,204 | 0.01% | — | 58 | +74,952 | New | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 74,395 | 1,195 | 0.05% | 0.01% | 59 | +64,264 | 634.33% | Q1 2026 | May 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 68,250 | 1,096 | 0.14% | — | 60 | +68,250 | New | Q1 2026 | May 18, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 66,611 | 1,070 | 0.54% | — | 61 | +66,611 | New | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 66,309 | 1,065 | 0.01% | 0.01% | 62 | +12,923 | 24.21% | Q1 2026 | Apr 15, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 64,783 | 1,041 | 0.16% | 0.13% | 63 | +19,779 | 43.95% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 63,048 | 1,013 | 0.0% | 0.0% | 64 | +43,758 | 226.84% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 60,930 | 979 | 0.0% | 0.0% | 65 | +42,471 | 230.08% | Q1 2026 | Apr 27, 2026 |
| High Point Wealth Management, LLC | History | Added to | 60,031 | 964 | 0.93% | 0.42% | 66 | +34,979 | 139.63% | Q1 2026 | Apr 08, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | New | 57,379 | 922 | 0.75% | — | 67 | +57,379 | New | Q1 2026 | May 04, 2026 |
| GatePass Capital, LLC | History | New | 52,563 | 844 | 0.39% | — | 68 | +52,563 | New | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 52,163 | 838 | 0.0% | 0.0% | 69 | +46,410 | 806.71% | Q1 2026 | May 07, 2026 |
| Logan Stone Capital, LLC | History | Added to | 51,308 | 824 | 0.23% | 0.05% | 70 | +40,384 | 369.68% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 51,232 | 823 | 0.05% | — | 71 | +51,232 | New | Q1 2026 | Apr 22, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | New | 50,462 | 810 | 0.3% | — | 72 | +50,462 | New | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 50,384 | 809 | 0.0% | — | 73 | +50,384 | New | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | New | 49,854 | 801 | 0.06% | — | 74 | +49,854 | New | Q1 2026 | May 05, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 49,651 | 797 | 0.03% | — | 75 | +49,651 | New | Q1 2026 | Apr 08, 2026 |
| Compound Planning, Inc. | History | New | 49,590 | 796 | 0.02% | — | 76 | +49,590 | New | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | New | 47,702 | 766 | 0.0% | — | 77 | +47,702 | New | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | New | 46,544 | 747 | 0.0% | — | 78 | +46,544 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 45,572 | 732 | 0.0% | 0.0% | 79 | +43,847 | 2541.86% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 45,100 | 724 | 0.0% | 0.0% | 80 | +44,100 | 4410.0% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 44,639 | 717 | 0.04% | — | 81 | +44,639 | New | Q1 2026 | Apr 15, 2026 |
| Baird Financial Group, Inc. | History | New | 43,841 | 704 | 0.0% | — | 82 | +43,841 | New | Q1 2026 | May 14, 2026 |
| Alteri Wealth LLC | History | New | 42,941 | 690 | 0.22% | — | 83 | +42,941 | New | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 42,076 | 685 | 0.05% | — | 84 | +42,076 | New | Q1 2026 | May 01, 2026 |
| Venture Visionary Partners LLC | History | New | 41,704 | 670 | 0.02% | — | 85 | +41,704 | New | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | New | 40,816 | 655 | 0.01% | — | 86 | +40,816 | New | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 40,499 | 650 | 0.02% | 0.03% | 87 | +6,286 | 18.37% | Q1 2026 | May 19, 2026 |
| CHOREO, LLC | History | New | 40,321 | 648 | 0.01% | — | 88 | +40,321 | New | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 37,084 | 645 | 0.01% | — | 89 | +37,084 | New | Q1 2026 | May 01, 2026 |
| Patten Group, Inc. | History | New | 39,918 | 641 | 0.11% | — | 90 | +39,918 | New | Q1 2026 | Apr 24, 2026 |
| UMB Bank, n.a. | History | New | 39,827 | 640 | 0.01% | — | 91 | +39,827 | New | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 38,104 | 612 | 0.01% | 0.01% | 92 | +9,164 | 31.67% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 36,321 | 592 | 0.01% | 0.0% | 93 | +34,753 | 2216.39% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | New | 36,787 | 591 | 0.04% | — | 94 | +36,787 | New | Q1 2026 | Apr 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 36,510 | 587 | 0.02% | 0.01% | 95 | +26,147 | 252.31% | Q1 2026 | Apr 21, 2026 |
| Investment Partners Asset Management, Inc. | History | New | 36,350 | 584 | 0.36% | — | 96 | +36,350 | New | Q1 2026 | Apr 07, 2026 |
| Spire Wealth Management | History | New | 36,051 | 579 | 0.02% | — | 98 | +36,051 | New | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | New | 35,965 | 579 | 0.01% | — | 97 | +35,965 | New | Q1 2026 | May 15, 2026 |
| Focused Wealth Management, Inc | History | New | 35,071 | 563 | 0.06% | — | 99 | +35,071 | New | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 34,633 | 556 | 0.0% | — | 100 | +34,633 | New | Q1 2026 | May 14, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | New | 34,434 | 553 | 0.37% | — | 101 | +34,434 | New | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | New | 32,937 | 529 | 0.0% | — | 102 | +32,937 | New | Q1 2026 | May 05, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 32,861 | 528 | 0.14% | — | 103 | +32,861 | New | Q1 2026 | May 06, 2026 |
| DECISION INVESTMENTS, INC | History | Added to | 32,747 | 526 | 0.6% | 0.2% | 104 | +22,477 | 218.86% | Q1 2026 | Apr 21, 2026 |
| Pflug Koory, LLC | History | New | 32,688 | 525 | 0.24% | — | 105 | +32,688 | New | Q1 2026 | Apr 21, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 32,232 | 517 | 0.53% | — | 106 | +32,232 | New | Q1 2026 | May 11, 2026 |
| Hilltop Holdings Inc. | History | New | 31,874 | 512 | 0.05% | — | 107 | +31,874 | New | Q1 2026 | May 14, 2026 |
| Quantedge Capital Pte Ltd | History | New | 30,576 | 491 | 0.27% | — | 108 | +30,576 | New | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | New | 29,685 | 477 | 0.0% | — | 109 | +29,685 | New | Q1 2026 | May 15, 2026 |
| COMMONS CAPITAL, LLC | History | New | 29,548 | 474 | 0.4% | — | 110 | +29,548 | New | Q1 2026 | Apr 30, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | New | 28,801 | 462 | 0.03% | — | 111 | +28,801 | New | Q1 2026 | May 08, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | New | 28,336 | 455 | 0.07% | — | 112 | +28,336 | New | Q1 2026 | May 04, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | New | 26,871 | 431 | 0.14% | — | 113 | +26,871 | New | Q1 2026 | May 08, 2026 |
| Calamos Advisors LLC | History | New | 25,980 | 417 | 0.0% | — | 114 | +25,980 | New | Q1 2026 | May 04, 2026 |
| Institute for Wealth Management, LLC. | History | New | 25,753 | 413 | 0.04% | — | 115 | +25,753 | New | Q1 2026 | May 13, 2026 |
| Pointe Capital Management LLC | History | New | 24,307 | 390 | 0.19% | — | 116 | +24,307 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 23,963 | 385 | 0.0% | — | 117 | +23,963 | New | Q1 2026 | May 12, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | New | 22,531 | 362 | 0.22% | — | 118 | +22,531 | New | Q1 2026 | Apr 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 20,157 | 323 | 0.01% | — | 120 | +20,157 | New | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | New | 20,092 | 323 | 0.0% | — | 119 | +20,092 | New | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | New | 19,171 | 313 | 0.02% | — | 121 | +19,171 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | New | 19,453 | 312 | 0.0% | — | 122 | +19,453 | New | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 19,246 | 309 | 0.0% | — | 123 | +19,246 | New | Q1 2026 | Apr 20, 2026 |
| XTX Topco Ltd | History | New | 18,995 | 305 | 0.01% | — | 124 | +18,995 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,779 | 301 | 0.0% | — | 125 | +18,779 | New | Q1 2026 | May 12, 2026 |
| Palogic Value Management, L.P. | History | New | 17,944 | 288 | 0.12% | — | 126 | +17,944 | New | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | New | 17,267 | 277 | 0.01% | — | 127 | +17,267 | New | Q1 2026 | Apr 07, 2026 |
| Kovack Advisors, Inc. | History | New | 16,386 | 266 | 0.01% | — | 128 | +16,386 | New | Q1 2026 | May 12, 2026 |
| WEALTH EFFECTS LLC | History | New | 16,426 | 263 | 0.09% | — | 129 | +16,426 | New | Q1 2026 | Apr 21, 2026 |
| Armor Investment Advisors, LLC | History | New | 16,343 | 262 | 0.09% | — | 130 | +16,343 | New | Q1 2026 | Apr 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,295 | 261 | 0.01% | 0.01% | 131 | +2,670 | 19.6% | Q1 2026 | Apr 28, 2026 |
| Maltin Wealth Management, Inc. | History | New | 16,102 | 258 | 0.1% | — | 132 | +16,102 | New | Q1 2026 | Apr 21, 2026 |
| PKS Advisory Services, LLC | History | New | 15,637 | 251 | 0.06% | — | 133 | +15,637 | New | Q1 2026 | May 13, 2026 |
| Procyon Advisors, LLC | History | New | 15,609 | 250 | 0.01% | — | 134 | +15,609 | New | Q1 2026 | May 04, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 15,511 | 249 | 0.03% | 0.03% | 135 | +2,737 | 21.43% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | New | 15,215 | 244 | 0.05% | — | 136 | +15,215 | New | Q1 2026 | May 13, 2026 |
| Apriem Advisors | History | New | 15,087 | 242 | 0.02% | — | 137 | +15,087 | New | Q1 2026 | May 14, 2026 |
| Bay Capital Advisors, LLC | History | New | 14,929 | 239 | 0.15% | — | 140 | +14,929 | New | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | New | 14,907 | 239 | 0.0% | — | 139 | +14,907 | New | Q1 2026 | May 12, 2026 |
| CSS LLC/IL | History | New | 14,886 | 239 | 0.01% | — | 138 | +14,886 | New | Q1 2026 | May 15, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | New | 14,845 | 238 | 0.17% | — | 141 | +14,845 | New | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 14,417 | 231 | 0.0% | — | 142 | +14,417 | New | Q1 2026 | Apr 20, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | New | 14,388 | 231 | 0.16% | — | 143 | +14,388 | New | Q1 2026 | Apr 27, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 14,207 | 228 | 0.02% | — | 144 | +14,207 | New | Q1 2026 | Apr 16, 2026 |
| Blue Trust, Inc. | History | New | 14,058 | 225 | 0.0% | — | 146 | +14,058 | New | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 14,045 | 225 | 0.0% | — | 145 | +14,045 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 13,954 | 224 | 0.0% | — | 148 | +13,954 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 13,953 | 224 | 0.0% | 0.0% | 147 | +3,368 | 31.82% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 13,889 | 223 | 0.0% | — | 149 | +13,889 | New | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 13,832 | 222 | 0.0% | — | 151 | +13,832 | New | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | New | 13,820 | 222 | 0.0% | — | 150 | +13,820 | New | Q1 2026 | Apr 15, 2026 |
| Apella Capital, LLC | History | New | 12,624 | 219 | 0.0% | — | 152 | +12,624 | New | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 13,496 | 216 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | New | 13,283 | 213 | 0.0% | — | 154 | +13,283 | New | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | New | 12,493 | 203 | 0.0% | — | 155 | +12,493 | New | Q1 2026 | May 15, 2026 |
| Kapstone Financial Advisors LLC | History | New | 12,605 | 202 | 0.1% | — | 156 | +12,605 | New | Q1 2026 | Apr 22, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 12,341 | 198 | 0.09% | — | 157 | +12,341 | New | Q1 2026 | Apr 23, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | New | 11,929 | 191 | 0.07% | — | 158 | +11,929 | New | Q1 2026 | Apr 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 11,560 | 185 | 0.0% | — | 159 | +11,560 | New | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | New | 11,381 | 182 | 0.04% | — | 160 | +11,381 | New | Q1 2026 | Apr 20, 2026 |
| NWF Advisory Services Inc. | History | New | 11,216 | 180 | 0.02% | — | 161 | +11,216 | New | Q1 2026 | May 04, 2026 |
| Founders Financial Alliance, LLC | History | New | 10,594 | 170 | 0.03% | — | 162 | +10,594 | New | Q1 2026 | May 11, 2026 |
| Centurion Wealth Management LLC | History | New | 10,343 | 166 | 0.04% | — | 163 | +10,343 | New | Q1 2026 | Apr 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 10,116 | 162 | 0.0% | — | 164 | +10,116 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | New | 8,588 | 138 | 0.0% | — | 165 | +8,588 | New | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 7,228 | 116 | 0.0% | — | 166 | +7,228 | New | Q1 2026 | May 07, 2026 |
| PFS Partners, LLC | History | New | 7,000 | 112 | 0.05% | — | 167 | +7,000 | New | Q1 2026 | Apr 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 6,717 | 107 | 0.1% | — | 168 | +6,717 | New | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 6,376 | 102 | 0.03% | — | 169 | +6,376 | New | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | New | 6,331 | 101 | 0.0% | — | 170 | +6,331 | New | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | New | 5,341 | 85 | 0.0% | — | 171 | +5,341 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5,015 | 80 | 0.01% | — | 172 | +5,015 | New | Q1 2026 | May 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 4,599 | 73 | 0.04% | 0.0% | 173 | +4,057 | 748.52% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | New | 4,198 | 67 | 0.0% | — | 174 | +4,198 | New | Q1 2026 | May 14, 2026 |
| BAYBAN | History | New | 4,198 | 67 | 0.06% | — | 175 | +4,198 | New | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Added to | 4,067 | 65 | 0.0% | 0.0% | 176 | +3,567 | 713.4% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 3,878 | 62 | 0.0% | — | 177 | +3,878 | New | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 3,151 | 50 | 0.0% | — | 178 | +3,151 | New | Q1 2026 | Apr 27, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 3,036 | 48 | 0.0% | — | 179 | +3,036 | New | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | New | 2,896 | 46 | 0.0% | — | 180 | +2,896 | New | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 2,852 | 45 | 0.0% | — | 182 | +2,852 | New | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,500 | 45 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 2,525 | 40 | 0.03% | — | 184 | +2,525 | New | Q1 2026 | May 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 2,518 | 40 | 0.01% | — | 183 | +2,518 | New | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | New | 2,108 | 33 | 0.0% | — | 185 | +2,108 | New | Q1 2026 | Apr 07, 2026 |
| FNY Investment Advisers, LLC | History | New | 2,000 | 32 | 0.01% | — | 187 | +2,000 | New | Q1 2026 | Apr 15, 2026 |
| North Star Investment Management Corp. | History | No change | 2,000 | 32 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | New | 1,780 | 28 | 0.0% | — | 188 | +1,780 | New | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,773 | 28 | 0.0% | — | 189 | +1,773 | New | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 2,128 | 27 | 0.0% | — | 190 | +2,128 | New | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | New | 1,634 | 26 | 0.01% | — | 191 | +1,634 | New | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | New | 1,550 | 24 | 0.0% | — | 193 | +1,550 | New | Q1 2026 | May 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | New | 1,511 | 24 | 0.0% | — | 192 | +1,511 | New | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 1,423 | 22 | 0.0% | — | 194 | +1,423 | New | Q1 2026 | Apr 30, 2026 |
| WPG Advisers, LLC | History | New | 1,408 | 22 | 0.02% | — | 195 | +1,408 | New | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 1,000 | 18 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,000 | 16 | 0.0% | — | 197 | +1,000 | New | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | New | 840 | 13 | 0.0% | — | 198 | +840 | New | Q1 2026 | May 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | New | 840 | 13 | 0.01% | — | 199 | +840 | New | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Added to | 677 | 11 | 0.0% | 0.0% | 200 | +96 | 16.52% | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 663 | 11 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 581 | 9 | 0.0% | — | 202 | +581 | New | Q1 2026 | May 07, 2026 |
| Costello Asset Management, INC | History | New | 551 | 8 | 0.0% | — | 204 | +551 | New | Q1 2026 | Apr 30, 2026 |
| Imprint Wealth LLC | History | New | 528 | 8 | 0.04% | — | 205 | +528 | New | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 532 | 8 | 0.0% | 0.0% | 203 | +157 | 41.87% | Q1 2026 | Apr 13, 2026 |
| Key FInancial Inc | History | New | 468 | 7 | 0.0% | — | 206 | +468 | New | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | New | 434 | 6 | 0.0% | — | 208 | +434 | New | Q1 2026 | Apr 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 390 | 6 | 0.0% | — | 207 | +390 | New | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | New | 328 | 5 | 0.0% | — | 209 | +328 | New | Q1 2026 | May 19, 2026 |
| GoalVest Advisory LLC | History | New | 301 | 4 | 0.0% | — | 210 | +301 | New | Q1 2026 | Apr 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 215 | 3 | 0.0% | — | 216 | +215 | New | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | New | 213 | 3 | 0.0% | — | 215 | +213 | New | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 212 | 3 | 0.0% | — | 211 | +212 | New | Q1 2026 | May 13, 2026 |
| Fortis Group Advisors, LLC | History | New | 209 | 3 | 0.0% | — | 213 | +209 | New | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | New | 200 | 3 | 0.0% | — | 212 | +200 | New | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | New | 191 | 3 | 0.0% | — | 214 | +191 | New | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | New | 178 | 2 | 0.0% | — | 218 | +178 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 173 | 2 | 0.0% | — | 219 | +173 | New | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 150 | 2 | 0.0% | — | 221 | +150 | New | Q1 2026 | Apr 06, 2026 |
| VSM Wealth Advisory, LLC | History | New | 145 | 2 | 0.0% | — | 222 | +145 | New | Q1 2026 | May 05, 2026 |
| Abound Wealth Management | History | New | 126 | 2 | 0.0% | — | 220 | +126 | New | Q1 2026 | Apr 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 172 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 96 | 1 | 0.0% | — | 223 | +96 | New | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | New | 93 | 1 | 0.0% | — | 225 | +93 | New | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 92 | 1 | 0.0% | — | 226 | +92 | New | Q1 2026 | Apr 27, 2026 |
| N.E.W. Advisory Services LLC | History | New | 70 | 1 | 0.0% | — | 224 | +70 | New | Q1 2026 | May 04, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,219 | -100.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,643 | -100.0% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | New | 1,780 | 0 | — | — | — | +1,780 | New | Q1 2026 | Apr 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -971 | -100.0% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17 | 0 | — | 0.0% | — | -251 | -93.66% | Q1 2026 | May 13, 2026 |
| Kentucky Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q1 2026 | Apr 17, 2026 |