SPDR S&P 500 ETF TRUST - SPY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 199,908,899 | 130,008,753 | 16.73% | 14.48% | 1 | +59,338,707 | 42.21% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 190,466,180 | 123,867,775 | 13.87% | 8.91% | 2 | +77,033,233 | 67.91% | Q1 2026 | May 15, 2026 |
| CTC LLC | History | Reduced | 1,013,094 | 65,885,555 | 30.34% | 31.62% | 3 | -56,893 | -5.32% | Q1 2026 | May 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 64,565,975 | 41,989,836 | 6.79% | 5.93% | 4 | +6,658,027 | 11.5% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | Added to | 52,413,304 | 34,086,468 | 40.37% | 33.77% | 5 | +6,299,150 | 13.66% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 50,435,151 | 32,799,996 | 7.88% | 17.54% | 6 | -56,725,425 | -52.93% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 48,934,026 | 31,823,754 | 3.65% | 3.49% | 7 | +7,161,072 | 17.14% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 45,790,886 | 28,938,468 | 1.86% | 1.91% | 8 | +1,230,464 | 2.76% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 40,502,730 | 26,340,547 | 1.59% | 1.19% | 9 | +11,178,224 | 38.12% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 32,276,125 | 20,990,455 | 1.53% | 1.53% | 10 | +1,472,426 | 4.78% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 26,509,233 | 17,240,017 | 3.02% | 2.84% | 11 | +911,529 | 3.56% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 22,925,517 | 14,909,380 | 0.26% | 0.37% | 12 | -9,020,318 | -28.24% | Q1 2026 | May 13, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | Reduced | 21,000,000 | 13,657,140 | 22.95% | 24.12% | 13 | -1,331,500 | -5.96% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 20,312,766 | 13,210,204 | 1.98% | 2.0% | 14 | +2,215,367 | 12.24% | Q1 2026 | May 05, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 17,093,524 | 11,116,602 | 19.36% | 27.84% | 15 | -3,762,556 | -18.04% | Q1 2026 | May 15, 2026 |
| Castle Hook Partners LP | History | Reduced | 165,942 | 10,791,872 | 46.04% | 18.08% | 16 | -6,217,258 | -97.4% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 13,839,818 | 9,000,587 | 1.19% | 1.2% | 17 | +41,889 | 0.3% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 13,703,042 | 8,918,923 | 27.28% | 27.41% | 18 | +198,310 | 1.47% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 13,330,486 | 8,669,347 | 1.63% | 3.58% | 19 | -15,500,630 | -53.76% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,656,607 | 8,231,098 | 3.07% | 3.18% | 20 | -813,955 | -6.04% | Q1 2026 | May 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 12,266,800 | 7,977,590 | 20.69% | 21.36% | 21 | -3,616,073 | -22.77% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 10,181,667 | 6,621,545 | 1.76% | 1.93% | 22 | -183,094 | -1.77% | Q1 2026 | May 06, 2026 |
| CARRONADE CAPITAL MANAGEMENT, LP | History | Added to | 9,075,000 | 5,901,836 | 77.13% | 66.2% | 23 | +1,950,000 | 27.37% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 9,005,674 | 5,856,750 | 17.94% | 16.75% | 24 | +2,278,473 | 33.87% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 7,401,017 | 4,813,177 | 5.65% | 3.02% | 25 | +3,245,217 | 78.09% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 6,906,576 | 4,491,622 | 11.21% | 15.4% | 26 | -247,844 | -3.46% | Q1 2026 | May 14, 2026 |
| Two Seas Capital LP | History | Added to | 6,468,600 | 4,206,789 | 58.8% | 52.08% | 27 | +2,761,600 | 74.5% | Q1 2026 | May 15, 2026 |
| Capula Management Ltd | History | Added to | 6,357,122 | 4,134,290 | 29.4% | 20.23% | 28 | +436,345 | 7.37% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 6,144,822 | 3,996,223 | 5.18% | 1.6% | 29 | +4,293,530 | 231.92% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,112,403 | 3,975,140 | 2.45% | 2.57% | 30 | +160,413 | 2.7% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,010,953 | 3,884,180 | 1.89% | 1.95% | 31 | +305,404 | 11.29% | Q1 2026 | May 12, 2026 |
| PointState Capital LP | History | New | 5,100,000 | 3,316,734 | 42.0% | — | 32 | +5,100,000 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 4,929,022 | 3,205,540 | 1.33% | 1.98% | 33 | -1,965,316 | -28.51% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,700,591 | 3,052,363 | 0.94% | 1.13% | 34 | -629,235 | -11.81% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Reduced | 4,364,862 | 2,838,644 | 12.67% | 11.08% | 35 | -90,551 | -2.03% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Added to | 4,267,247 | 2,775,162 | 3.98% | 0.21% | 36 | +4,062,850 | 1987.72% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 4,269,557 | 2,737,601 | 19.16% | 15.22% | 37 | +1,082,661 | 33.97% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 4,166,717 | 2,709,783 | 0.14% | 0.15% | 38 | -85,254 | -2.01% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,167,236 | 2,708,408 | 3.29% | 3.39% | 39 | -76,555 | -1.8% | Q1 2026 | May 14, 2026 |
| RK Capital Management, LLC/FL | History | Added to | 9,580,263 | 2,567,851 | 98.59% | 0.18% | 40 | +9,569,996 | 93211.22% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 3,936,697 | 2,560,191 | 1.09% | 3.25% | 41 | -6,875,047 | -63.59% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,903,472 | 2,538,584 | 1.47% | 1.51% | 42 | -162,337 | -3.99% | Q1 2026 | May 08, 2026 |
| Pentwater Capital Management LP | History | Added to | 3,592,500 | 2,336,346 | 12.12% | 8.23% | 43 | +1,297,500 | 56.54% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,564,935 | 2,322,958 | 10.05% | 10.49% | 44 | -74,705 | -2.05% | Q1 2026 | May 15, 2026 |
| CANTOR FITZGERALD, L. P. | History | New | 3,500,000 | 2,276,190 | 33.59% | — | 45 | +3,500,000 | New | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 3,432,710 | 2,232,428 | 2.68% | 2.55% | 46 | -11,205 | -0.33% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,314,264 | 2,155,398 | 2.91% | 2.99% | 47 | +21,830 | 0.66% | Q1 2026 | Apr 27, 2026 |
| Jain Global LLC | History | Added to | 3,232,484 | 2,102,213 | 8.68% | 6.34% | 48 | +1,309,960 | 68.14% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 2,956,006 | 1,922,409 | 1.3% | 1.47% | 49 | -58,746 | -1.95% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,946,267 | 1,916,079 | 3.4% | 3.48% | 50 | +109,457 | 3.86% | Q1 2026 | May 14, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | Added to | 2,924,035 | 1,901,616 | 25.95% | 16.97% | 51 | +1,357,018 | 86.6% | Q1 2026 | May 15, 2026 |
| Sanders Capital, LLC | History | Added to | 2,923,008 | 1,900,949 | 2.26% | 1.61% | 52 | +872,370 | 42.54% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,925,798 | 1,900,702 | 0.44% | 0.48% | 53 | -221,686 | -7.04% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 2,889,197 | 1,878,960 | 3.02% | 4.9% | 54 | -1,403,340 | -32.69% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 2,864,113 | 1,862,647 | 3.46% | 2.66% | 55 | +759,583 | 36.09% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 2,848,742 | 1,852,650 | 1.5% | 1.52% | 56 | +76,740 | 2.77% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,802,707 | 1,822,737 | 1.93% | 1.5% | 57 | +795,257 | 39.62% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,710,096 | 1,762,484 | 0.32% | 0.34% | 58 | -79,783 | -2.86% | Q1 2026 | May 05, 2026 |
| Walleye Trading LLC | History | Reduced | 2,660,400 | 1,730,164 | 2.88% | 2.79% | 59 | -208,968 | -7.28% | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 49,288,762 | 1,728,770 | 27.43% | 27.01% | 60 | +9,616,962 | 24.24% | Q1 2026 | May 15, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 2,617,832 | 1,702,480 | 13.11% | 13.09% | 61 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,584,704 | 1,680,936 | 0.45% | 0.5% | 62 | +111,705 | 4.52% | Q1 2026 | May 04, 2026 |
| Calamos Advisors LLC | History | Added to | 2,414,103 | 1,623,957 | 5.75% | 4.18% | 63 | +747,036 | 44.81% | Q1 2026 | May 04, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,496,600 | 1,623,638 | 2.08% | 3.24% | 64 | -1,758,400 | -41.33% | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | Added to | 2,490,000 | 1,619,346 | 27.0% | 18.35% | 65 | +1,275,000 | 104.94% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 2,397,370 | 1,559,217 | 2.2% | 2.09% | 66 | +88,721 | 3.84% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 2,429,375 | 1,465,581 | 1.63% | 1.83% | 67 | -424,076 | -14.86% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 2,179,433 | 1,417,372 | 1.53% | 0.48% | 68 | +1,623,107 | 291.75% | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 2,176,821 | 1,416,428 | 5.63% | 5.83% | 69 | -40,607 | -1.83% | Q1 2026 | May 11, 2026 |
| ARMISTICE CAPITAL, LLC | History | Reduced | 2,100,000 | 1,365,714 | 24.28% | 24.34% | 70 | -900,000 | -30.0% | Q1 2026 | May 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 2,000,882 | 1,304,864 | 7.85% | 8.74% | 71 | +19,071 | 0.96% | Q1 2026 | May 12, 2026 |
| Blackstone Inc. | History | Reduced | 1,916,328 | 1,246,264 | 4.87% | 7.13% | 72 | -731,782 | -27.63% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 1,912,433 | 1,243,731 | 3.27% | 3.17% | 73 | -135,404 | -6.61% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,820,359 | 1,178,485 | 1.25% | 1.36% | 74 | -17,484 | -0.95% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 1,807,103 | 1,175,231 | 1.92% | 0.47% | 75 | +1,383,105 | 326.21% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Added to | 1,760,252 | 1,144,762 | 4.76% | 1.48% | 76 | +1,054,328 | 149.35% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 1,714,973 | 1,115,315 | 7.64% | 10.7% | 77 | -1,357,117 | -44.18% | Q1 2026 | May 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,645,510 | 1,070,140 | 0.64% | 2.04% | 78 | -3,801,040 | -69.79% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,627,679 | 1,058,626 | 0.97% | 1.03% | 79 | -50,185 | -2.99% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,619,363 | 1,053,136 | 1.47% | 1.58% | 80 | -117,330 | -6.76% | Q1 2026 | Apr 27, 2026 |
| STATE STREET CORP | History | Reduced | 1,594,625 | 1,040,014 | 0.04% | 0.04% | 81 | -70,266 | -4.22% | Q1 2026 | May 15, 2026 |
| Cavalier Investments, LLC | History | Added to | 1,577,679 | 1,026,027 | 27.74% | 34.45% | 82 | +594,420 | 60.45% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 1,572,253 | 1,022,492 | 11.21% | 10.78% | 83 | +203,050 | 14.83% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 1,507,932 | 979,326 | 1.14% | 1.23% | 84 | -1,240 | -0.08% | Q1 2026 | May 13, 2026 |
| TOMS Capital Investment Management LP | History | Reduced | 1,500,000 | 975,510 | 25.58% | 42.95% | 85 | -1,500,000 | -50.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,543,318 | 965,525 | 1.38% | 1.41% | 86 | -26,807,662 | -94.56% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 1,453,054 | 944,979 | 6.13% | 3.55% | 87 | +125,688 | 9.47% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 1,390,820 | 904,506 | 2.73% | 2.86% | 88 | -128,384 | -8.45% | Q1 2026 | May 05, 2026 |
| LMR Partners LLP | History | Added to | 1,377,939 | 896,128 | 1.97% | 0.41% | 89 | +1,060,533 | 334.13% | Q1 2026 | May 15, 2026 |
| Trustees of Columbia University in the City of New York | History | Added to | 1,369,552 | 890,674 | 99.97% | 99.6% | 90 | +157,655 | 13.01% | Q1 2026 | May 15, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 1,340,025 | 871,471 | 5.2% | 0.59% | 91 | +1,142,000 | 576.69% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 1,318,200 | 857,278 | 2.27% | 3.69% | 92 | -2,745,900 | -67.56% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,294,890 | 842,784 | 1.23% | 1.33% | 93 | -36,822 | -2.77% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Added to | 1,290,709 | 839,399 | 17.07% | 5.67% | 94 | +713,432 | 123.59% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 1,284,545 | 835,390 | 2.88% | 1.88% | 95 | +446,561 | 53.29% | Q1 2026 | May 13, 2026 |
| Power Alpha Investment Ltd | History | Reduced | 1,258,151 | 818,225 | 93.59% | 92.14% | 96 | -56,290 | -4.28% | Q1 2026 | May 08, 2026 |
| Norinchukin Bank, The | History | No change | 1,233,000 | 801,869 | 9.36% | 9.8% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,214,328 | 789,726 | 0.68% | 0.69% | 98 | -9,764 | -0.8% | Q1 2026 | May 15, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Added to | 1,213,400 | 789,122 | 8.65% | 2.3% | 99 | +921,747 | 316.04% | Q1 2026 | May 15, 2026 |
| Trust Asset Management LLC | History | Reduced | 1,204,318 | 783,216 | 56.09% | 56.37% | 100 | -7,627 | -0.63% | Q1 2026 | Apr 20, 2026 |
| NATIXIS | History | Added to | 1,173,049 | 762,880 | 2.73% | 2.65% | 101 | +79,173 | 7.24% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,128,423 | 733,858 | 10.53% | 12.01% | 102 | +33,307 | 3.04% | Q1 2026 | Apr 10, 2026 |
| Cohen Klingenstein LLC | History | Reduced | 1,110,929 | 722,481 | 23.38% | 23.31% | 103 | -13,944 | -1.24% | Q1 2026 | Apr 15, 2026 |
| Proem Advisors LLC | History | Added to | 1,100,000 | 715,374 | 42.67% | 46.48% | 104 | +500,000 | 83.33% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 1,081,421 | 703,291 | 9.12% | 14.81% | 105 | -374,639 | -25.73% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | Added to | 1,067,347 | 694,138 | 38.74% | 38.26% | 106 | +21,771 | 2.08% | Q1 2026 | May 12, 2026 |
| Finepoint Capital LP | History | Reduced | 1,054,700 | 685,913 | 35.13% | 53.54% | 107 | -518,500 | -32.96% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,053,216 | 682,666 | 0.36% | 0.14% | 108 | +682,255 | 183.92% | Q1 2026 | Apr 30, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 1,017 | 661,415 | 12.63% | 12.39% | 109 | -10,182 | -90.92% | Q1 2026 | Apr 20, 2026 |
| Yaupon Capital Management LP | History | Added to | 1,010,000 | 656,843 | 20.5% | 4.68% | 110 | +820,000 | 431.58% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 1,002,938 | 652,250 | 3.68% | 3.73% | 111 | +50,609 | 5.31% | Q1 2026 | May 15, 2026 |
| Hirtle & Co., LLC | History | Reduced | 997,270 | 648,564 | 22.22% | 23.46% | 112 | -13,297 | -1.32% | Q1 2026 | May 13, 2026 |
| Swan Global Investments, LLC | History | Reduced | 995,392 | 647,343 | 21.61% | 21.95% | 113 | -92,320 | -8.49% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 985,588 | 640,967 | 0.16% | 0.18% | 114 | -106,822 | -9.78% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 968,768 | 630,028 | 1.04% | 0.87% | 115 | +49,331 | 5.37% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 961,155 | 614,482 | 0.3% | 0.36% | 116 | +86,439 | 9.88% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 924,509 | 600,975 | 14.36% | 14.17% | 117 | -10,703 | -1.14% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 920,364 | 598,549 | 1.09% | 0.99% | 118 | +463,079 | 101.27% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 916,400 | 595,971 | 0.27% | 0.25% | 119 | +213,491 | 30.37% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 900,243 | 585,464 | 4.15% | 3.85% | 120 | +157,801 | 21.25% | Q1 2026 | Apr 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 877,000 | 570,348 | 0.37% | 0.94% | 121 | -1,185,000 | -57.47% | Q1 2026 | May 15, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 864,617 | 562,294 | 17.03% | 19.12% | 122 | -97,004 | -10.09% | Q1 2026 | Apr 23, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 863,032 | 561,264 | 2.61% | 2.34% | 123 | -283,246 | -24.71% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 855,551 | 556,375 | 0.97% | 1.03% | 124 | +58,408 | 7.33% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | Reduced | 850,000 | 552,789 | 11.64% | 7.24% | 125 | -367,388 | -30.18% | Q1 2026 | May 14, 2026 |
| Freedom Together Foundation | History | No change | 847,400 | 551,098 | 72.3% | 73.28% | 126 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 845,294 | 549,728 | 1.58% | 1.57% | 127 | -12,509 | -1.46% | Q1 2026 | May 08, 2026 |
| TEXAS TREASURY SAFEKEEPING TRUST CO | History | Reduced | 834,569 | 542,754 | 87.52% | 95.55% | 128 | -227,444 | -21.42% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 955,349 | 541,835 | 7.72% | 8.73% | 129 | -2,375 | -0.25% | Q1 2026 | May 11, 2026 |
| Pine Ridge Advisers LLC | History | Reduced | 820,008 | 533,283 | 32.83% | 33.49% | 130 | -3,453 | -0.42% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 816,993 | 531,323 | 0.43% | 0.53% | 131 | +264,096 | 47.77% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 773,333 | 527,351 | 2.5% | 2.5% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 805,094 | 523,630 | 3.22% | 3.28% | 133 | +6,003 | 0.75% | Q1 2026 | May 15, 2026 |
| Monarch Alternative Capital LP | History | New | 805,000 | 523,523 | 32.1% | — | 134 | +805,000 | New | Q1 2026 | May 15, 2026 |
| BlackBarn Capital Partners LP | History | Reduced | 800,000 | 520,272 | 41.86% | 67.27% | 135 | -700,000 | -46.67% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | Reduced | 796,165 | 517,777 | 3.11% | 3.55% | 136 | -85,155 | -9.66% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 785,441 | 510,804 | 0.85% | 0.71% | 137 | +265,555 | 51.08% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 783,836 | 509,759 | 0.63% | 0.65% | 138 | -299 | -0.04% | Q1 2026 | May 13, 2026 |
| Concentric Capital Strategies, LP | History | Added to | 767,992 | 499,455 | 42.08% | 23.75% | 139 | +43,504 | 6.0% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 755,968 | 491,612 | 9.96% | 9.15% | 140 | +2,456 | 0.33% | Q1 2026 | May 14, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 752,000 | 489,055 | 3.11% | — | 141 | +752,000 | New | Q1 2026 | May 15, 2026 |
| ELEMENT CAPITAL MANAGEMENT LLC | History | New | 750,000 | 487,755 | 46.33% | — | 142 | +750,000 | New | Q1 2026 | May 12, 2026 |
| SummitTX Capital, L.P. | History | Added to | 743,658 | 483,630 | 15.1% | 8.48% | 143 | +330,993 | 80.21% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 726,137 | 475,036 | 1.41% | 1.64% | 144 | +339,462 | 87.79% | Q1 2026 | May 12, 2026 |
| Owl Creek Asset Management, L.P. | History | New | 726,700 | 472,602 | 34.18% | — | 145 | +726,700 | New | Q1 2026 | May 15, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 717,905 | 466,882 | 65.48% | 67.32% | 146 | -2,429 | -0.34% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 714,212 | 464,480 | 11.53% | 13.11% | 147 | -17,576 | -2.4% | Q1 2026 | Apr 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 677,294 | 461,860 | 0.15% | 0.2% | 148 | -271,873 | -28.64% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 1,041,969 | 459,220 | 1.21% | 0.94% | 149 | +354,628 | 51.59% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 701,082 | 456,194 | 4.83% | 5.1% | 150 | -3,505 | -0.5% | Q1 2026 | May 11, 2026 |
| Ulysses Management LLC | History | Added to | 700,000 | 455,238 | 56.75% | 2.82% | 152 | +677,500 | 3011.11% | Q1 2026 | May 15, 2026 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | History | Reduced | 700,000 | 455,238 | 70.87% | 71.42% | 151 | -100,000 | -12.5% | Q1 2026 | May 15, 2026 |
| Greenfield FTC, Inc. | History | Reduced | 694,754 | 451,826 | 86.17% | 90.72% | 153 | -316,830 | -31.32% | Q1 2026 | Apr 21, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 690,299 | 448,922 | 0.78% | 0.73% | 154 | -31,547 | -4.37% | Q1 2026 | May 14, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 702,594 | 444,020 | 33.97% | 27.73% | 155 | +40,000 | 6.04% | Q1 2026 | May 11, 2026 |
| Limestone Investment Advisors LP | History | Added to | 681,700 | 443,336 | 35.48% | 31.25% | 156 | +203,556 | 42.57% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 644,146 | 439,256 | 0.74% | 0.74% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 666,049 | 433,158 | 3.36% | 3.28% | 158 | -5,498 | -0.82% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | Reduced | 661,577 | 430,249 | 39.27% | 39.4% | 159 | -7,182 | -1.07% | Q1 2026 | Apr 27, 2026 |
| DRW Securities, LLC | History | Added to | 654,630 | 425,732 | 5.91% | 0.96% | 160 | +601,630 | 1135.15% | Q1 2026 | May 13, 2026 |
| Tyro Capital Management LLC | History | New | 652,700 | 424,476 | 46.11% | — | 161 | +652,700 | New | Q1 2026 | May 14, 2026 |
| CloudAlpha Capital Management Limited/Hong Kong | History | New | 650,000 | 422,721 | 14.44% | — | 162 | +650,000 | New | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 643,723 | 418,639 | 1.08% | 1.25% | 163 | -52,120 | -7.49% | Q1 2026 | Apr 30, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 640 | 416,218 | 18.49% | 8.65% | 164 | -42,465 | -98.52% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 638,901 | 415,548 | 3.18% | 3.67% | 165 | -74,106 | -10.39% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 637,970 | 414,897 | 8.99% | 9.43% | 166 | +50,268 | 8.55% | Q1 2026 | May 04, 2026 |
| PBCay One RSC Ltd | History | New | 630,000 | 409,714 | 30.47% | — | 167 | +630,000 | New | Q1 2026 | May 14, 2026 |
| Members Trust Co | History | Reduced | 627,421 | 408,036 | 13.56% | 15.63% | 168 | -75,146 | -10.7% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 622,227 | 404,659 | 0.63% | 0.69% | 169 | -24,931 | -3.85% | Q1 2026 | May 14, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Reduced | 620 | 403,211 | 4.53% | 4.3% | 170 | -32 | -4.91% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 613,228 | 398,806 | 1.11% | 1.21% | 171 | -117,359 | -16.06% | Q1 2026 | May 04, 2026 |
| SUN LIFE FINANCIAL INC | History | Reduced | 604,990 | 393,449 | 22.34% | 22.34% | 172 | -19,204 | -3.08% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Reduced | 603,900 | 392,740 | 0.71% | 1.82% | 173 | -970,356 | -61.64% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Added to | 584,387 | 382,692 | 8.32% | 7.86% | 174 | +48,278 | 9.01% | Q1 2026 | May 07, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 586,330 | 381,313 | 8.85% | 7.8% | 175 | +108,873 | 22.8% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 575,609 | 371,070 | 1.74% | 1.88% | 176 | -17,600 | -2.97% | Q1 2026 | Apr 24, 2026 |
| Freestone Grove Partners LP | History | New | 562,700 | 365,946 | 2.58% | — | 177 | +562,700 | New | Q1 2026 | May 15, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 559,878 | 364,111 | 35.18% | 45.1% | 178 | -254,467 | -31.25% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 667,038 | 362,860 | 0.74% | 0.65% | 179 | -31,752 | -4.54% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 551,533 | 358,683 | 1.36% | 1.49% | 180 | +22,756 | 4.3% | Q1 2026 | Apr 30, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 550,428 | 357,965 | 18.09% | 8.83% | 181 | +296,828 | 117.05% | Q1 2026 | May 04, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 550,000 | 357,687 | 24.91% | 9.89% | 182 | +400,000 | 266.67% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 546,290 | 355,273 | 0.68% | 0.66% | 183 | +1,692 | 0.31% | Q1 2026 | May 01, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 544,324 | 353,996 | 52.22% | 52.22% | 184 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Soundwatch Capital LLC | History | Added to | 544,071 | 353,831 | 44.61% | 56.73% | 185 | +7,706 | 1.44% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 537,184 | 349,353 | 2.74% | 1.48% | 186 | +233,237 | 76.74% | Q1 2026 | May 11, 2026 |
| Hackensack Meridian Health, Inc. | History | Reduced | 531,500 | 345,655 | 32.62% | 34.69% | 187 | -26,500 | -4.75% | Q1 2026 | May 14, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 524,119 | 340,855 | 7.33% | 7.58% | 188 | +57,301 | 12.27% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 524,119 | 340,855 | 6.35% | 6.54% | 189 | +57,301 | 12.27% | Q1 2026 | May 06, 2026 |
| Electron Capital Partners, LLC | History | New | 518,000 | 336,876 | 13.19% | — | 190 | +518,000 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Added to | 506,807 | 329,596 | 12.1% | 7.16% | 191 | +125,220 | 32.82% | Q1 2026 | Apr 29, 2026 |
| Centiva Capital, LP | History | Added to | 502,800 | 326,990 | 2.41% | 1.51% | 192 | +230,320 | 84.53% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 501,503 | 326,147 | 1.58% | 0.94% | 193 | +250,856 | 100.08% | Q1 2026 | May 11, 2026 |
| Deer Park Road Corp | History | New | 500,000 | 325,170 | 55.01% | — | 195 | +500,000 | New | Q1 2026 | May 15, 2026 |
| Diameter Capital Partners LP | History | New | 500,000 | 325,170 | 30.44% | — | 196 | +500,000 | New | Q1 2026 | May 15, 2026 |
| WHITEBOX ADVISORS LLC | History | Added to | 500,000 | 325,170 | 4.0% | 4.35% | 194 | +50,000 | 11.11% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 505,779 | 324,172 | 0.48% | 0.56% | 197 | -30,216 | -5.64% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Reduced | 491,129 | 319,400 | 12.99% | 12.49% | 198 | -27,922 | -5.38% | Q1 2026 | Apr 27, 2026 |
| DAVIS R M INC | History | Added to | 489,080 | 318,896 | 5.66% | 5.63% | 199 | +9,343 | 1.95% | Q1 2026 | May 13, 2026 |
| LM Advisors LLC | History | Added to | 52,231 | 317,675 | 5.02% | 5.05% | 200 | +2,420 | 4.86% | Q1 2026 | May 13, 2026 |
| Passaic Partners LLC | History | Reduced | 486,098 | 316,128 | 29.58% | 34.9% | 201 | -8,397 | -1.7% | Q1 2026 | May 15, 2026 |
| McCarthy & Cox | History | No change | 458 | 312,319 | 3.79% | 3.79% | 202 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| M&T BANK CORP | History | Reduced | 473,070 | 307,656 | 1.05% | 1.15% | 203 | -49,962 | -9.55% | Q1 2026 | May 12, 2026 |
| Galaxy Digital Inc. | History | New | 473,000 | 307,610 | 26.63% | — | 204 | +473,000 | New | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 468,856 | 304,911 | 1.97% | 2.09% | 205 | -4,874 | -1.03% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 444,770 | 303,297 | 1.21% | 1.21% | 206 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 453,179 | 294,720 | 6.83% | 7.02% | 207 | -11,937 | -2.57% | Q1 2026 | May 13, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Added to | 451,094 | 293,364 | 8.01% | 9.02% | 208 | +253,637 | 128.45% | Q1 2026 | May 14, 2026 |
| Clearline Capital LP | History | Reduced | 450,000 | 292,653 | 15.2% | 34.51% | 209 | -576,000 | -56.14% | Q1 2026 | May 15, 2026 |
| Artisan Partners Limited Partnership | History | New | 450,000 | 292,653 | 0.47% | — | 210 | +450,000 | New | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 445,988 | 290,043 | 1.43% | 1.65% | 211 | -20,918 | -4.48% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Added to | 438,139 | 288,703 | 3.26% | 3.19% | 212 | +12,956 | 3.05% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 441,132 | 286,886 | 2.25% | 2.43% | 213 | -5,784 | -1.29% | Q1 2026 | May 01, 2026 |
| IMC-Chicago, LLC | History | New | 436,397 | 283,806 | 0.1% | — | 214 | +436,397 | New | Q1 2026 | May 05, 2026 |
| Teramo Advisors, LLC | History | Added to | 430,000 | 279,646 | 58.95% | 61.84% | 215 | +5,000 | 1.18% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 427,133 | 279,246 | 0.5% | 0.69% | 216 | -152,054 | -26.25% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 424,569 | 276,114 | 1.41% | 0.18% | 217 | +372,373 | 713.41% | Q1 2026 | May 01, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 417,001 | 271,940 | 17.3% | 17.56% | 218 | -813 | -0.19% | Q1 2026 | May 14, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 414,325 | 269,475 | 18.88% | 20.94% | 219 | +8,809 | 2.17% | Q1 2026 | Apr 24, 2026 |
| Waratah Capital Advisors Ltd. | History | New | 412,800 | 268,460 | 10.23% | — | 220 | +412,800 | New | Q1 2026 | May 11, 2026 |
| EMG Holdings, L.P. | History | Added to | 410,000 | 266,639 | 67.23% | 15.13% | 221 | +380,000 | 1266.67% | Q1 2026 | May 19, 2026 |
| Jacobi Capital Management LLC | History | Added to | 405,821 | 263,921 | 14.74% | 14.86% | 222 | +29,805 | 7.93% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 400,729 | 260,610 | 5.58% | 5.77% | 223 | +5,764 | 1.46% | Q1 2026 | May 01, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 400,390 | 260,389 | 1.83% | 8.05% | 224 | -2,263,630 | -84.97% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 400,000 | 260,136 | 8.65% | 12.31% | 225 | -400,000 | -50.0% | Q1 2026 | Apr 28, 2026 |
| MARK ASSET MANAGEMENT LP | History | Reduced | 399,000 | 259,485 | 23.65% | 28.24% | 226 | -226,000 | -36.16% | Q1 2026 | May 15, 2026 |
| Nishkama Capital, LLC | History | Reduced | 397,000 | 258,184 | 16.29% | 27.91% | 227 | -624,200 | -61.12% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 395,472 | 257,255 | 0.23% | 0.27% | 228 | -45,329 | -10.28% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 394,346 | 256,459 | 1.39% | 1.5% | 229 | -8,663 | -2.15% | Q1 2026 | May 05, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 386,499 | 251,355 | 24.73% | 25.15% | 230 | -15,751 | -3.92% | Q1 2026 | Apr 29, 2026 |
| LOCUST WOOD CAPITAL ADVISERS, LLC | History | Added to | 375,000 | 243,877 | 6.18% | 1.71% | 231 | +271,500 | 262.32% | Q1 2026 | May 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 374,720 | 243,695 | 51.75% | 58.55% | 232 | -3,875 | -1.02% | Q1 2026 | Apr 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 370,140 | 240,716 | 1.2% | 0.21% | 233 | +315,451 | 576.81% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 369,712 | 240,438 | 1.33% | 0.97% | 234 | -33,815 | -8.38% | Q1 2026 | Apr 29, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 368,233 | 239,476 | 0.08% | 0.09% | 235 | -26,367 | -6.68% | Q1 2026 | May 06, 2026 |
| KOTLER KEVIN | History | No change | 350,000 | 238,672 | 55.83% | 55.83% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Petrus Trust Company, LTA | History | Added to | 359,819 | 234,004 | 25.57% | 21.89% | 237 | +42,500 | 13.39% | Q1 2026 | May 15, 2026 |
| Interval Partners, LP | History | Added to | 356,800 | 232,041 | 6.08% | 3.75% | 238 | +49,900 | 16.26% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 325,837 | 231,436 | 4.13% | 0.79% | 239 | +301,430 | 1235.01% | Q1 2026 | May 01, 2026 |
| SUVRETTA CAPITAL MANAGEMENT, LLC | History | Reduced | 350,000 | 227,619 | 5.81% | 11.17% | 240 | -450,000 | -56.25% | Q1 2026 | May 15, 2026 |
| Philosophy Capital Management LLC | History | Reduced | 3,500 | 227,619 | 13.96% | 26.39% | 241 | -5,000 | -58.82% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 348,862 | 226,878 | 1.25% | 1.23% | 242 | +47,373 | 15.71% | Q1 2026 | May 15, 2026 |
| Valiant Capital Management, L.P. | History | Added to | 346,326 | 225,229 | 12.94% | 9.15% | 243 | +109,000 | 45.93% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 345,231 | 224,518 | 9.17% | 7.45% | 244 | +100,360 | 40.98% | Q1 2026 | May 12, 2026 |
| JANA Partners Management, LP | History | Reduced | 343,665 | 223,499 | 13.92% | 13.89% | 245 | -47,672 | -12.18% | Q1 2026 | May 15, 2026 |
| PPSC Investment Service Corp | History | Added to | 343,140 | 223,157 | 17.6% | 17.21% | 246 | +4,955 | 1.47% | Q1 2026 | Apr 23, 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/ | History | Reduced | 342,500 | 222,741 | 6.14% | 11.78% | 247 | -517,500 | -60.17% | Q1 2026 | May 07, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 339,480 | 220,777 | 22.61% | 22.17% | 248 | -1,272 | -0.37% | Q1 2026 | Apr 21, 2026 |
| SCOGGIN MANAGEMENT LP | History | Added to | 337,500 | 219,489 | 21.14% | 7.85% | 249 | +262,500 | 350.0% | Q1 2026 | May 15, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 332,226 | 216,059 | 7.27% | 7.98% | 250 | -3,017 | -0.9% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 330,317 | 214,818 | 1.1% | 1.32% | 251 | -21,865 | -6.21% | Q1 2026 | May 08, 2026 |
| ZEGA Investments, LLC | History | Reduced | 326,582 | 212,389 | 23.87% | 27.33% | 252 | -13,381 | -3.94% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 323,776 | 210,564 | 2.39% | 2.7% | 253 | -26,936 | -7.68% | Q1 2026 | Apr 28, 2026 |
| DOW CHEMICAL CO /DE/ | History | Added to | 318,591 | 207,192 | 86.78% | 83.86% | 254 | +66,438 | 26.35% | Q1 2026 | May 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 314,728 | 204,680 | 3.43% | 3.41% | 255 | +13,329 | 4.42% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 299,466 | 203,993 | 1.31% | 1.35% | 256 | +9,575 | 3.3% | Q1 2026 | May 15, 2026 |
| Juniper Hill Capital Management LP | History | No change | 298,574 | 203,603 | 48.62% | 48.62% | 257 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | Added to | 308,316 | 200,469 | 0.99% | 0.99% | 258 | +29,843 | 10.72% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 303,803 | 197,575 | 4.1% | 4.48% | 259 | -4,754 | -1.54% | Q1 2026 | Apr 27, 2026 |
| MetLife Investment Management, LLC | History | Added to | 301,550 | 196,110 | 1.0% | 0.69% | 260 | +91,650 | 43.66% | Q1 2026 | May 14, 2026 |
| Tiger Pacific Capital LP | History | New | 300,000 | 195,102 | 47.64% | — | 262 | +300,000 | New | Q1 2026 | May 15, 2026 |
| KIM, LLC | History | Reduced | 300,000 | 195,102 | 19.99% | 22.09% | 261 | -100,000 | -25.0% | Q1 2026 | May 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 299,885 | 195,027 | 6.59% | 7.23% | 263 | -2,213 | -0.73% | Q1 2026 | Apr 17, 2026 |
| Polar Asset Management Partners Inc. | History | Reduced | 298,100 | 193,866 | 3.87% | 15.53% | 264 | -1,496,900 | -83.39% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 298,903 | 193,837 | 0.26% | — | 265 | +298,903 | New | Q1 2026 | May 12, 2026 |
| Spider Management Company, LLC | History | Added to | 294,256 | 191,366 | 54.59% | 70.59% | 266 | +61,608 | 26.48% | Q1 2026 | May 01, 2026 |
| Miller Investment Management, LP | History | Added to | 292,218 | 190,041 | 18.87% | 19.38% | 267 | +1,264 | 0.43% | Q1 2026 | May 08, 2026 |
| CV Advisors LLC | History | Reduced | 290,165 | 188,706 | 51.49% | 50.89% | 268 | -2,410 | -0.82% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Reduced | 324,266 | 188,463 | 2.15% | 2.86% | 269 | -85,050 | -20.78% | Q1 2026 | Apr 16, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 286,736 | 186,476 | 22.39% | 24.08% | 270 | +9,450 | 3.41% | Q1 2026 | Apr 24, 2026 |
| NorthRock Partners, LLC | History | Reduced | 285,394 | 185,603 | 2.99% | 3.34% | 271 | -4,998 | -1.72% | Q1 2026 | May 15, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | New | 285,000 | 185,346 | 20.34% | — | 272 | +285,000 | New | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 284,859 | 185,255 | 0.68% | 0.71% | 273 | -4,239 | -1.47% | Q1 2026 | Apr 24, 2026 |
| Shay Capital LLC | History | Added to | 283,800 | 184,566 | 15.41% | 2.64% | 274 | +246,250 | 655.79% | Q1 2026 | May 15, 2026 |
| PEAVINE CAPITAL, LLC | History | Reduced | 283,624 | 184,452 | 41.35% | 42.59% | 275 | -11,935 | -4.04% | Q1 2026 | Apr 22, 2026 |
| FineMark National Bank & Trust | History | No change | 268,215 | 182,901 | 5.71% | 5.71% | 276 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 280,108 | 182,165 | 30.6% | 32.01% | 277 | +6,219 | 2.27% | Q1 2026 | Apr 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 276,686 | 179,939 | 8.23% | 9.36% | 278 | -37,894 | -12.05% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 275,528 | 179,186 | 0.28% | 0.35% | 279 | -58,714 | -17.57% | Q1 2026 | May 06, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Reduced | 275,000 | 178,843 | 3.71% | 8.87% | 280 | -325,000 | -54.17% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 271,320 | 176,450 | 17.98% | 18.18% | 281 | +6,860 | 2.59% | Q1 2026 | May 08, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 270,940 | 176,203 | 0.93% | 2.92% | 282 | -608,900 | -69.21% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 270,222 | 175,739 | 0.93% | 1.07% | 283 | +45,449 | 20.22% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Added to | 269,026 | 174,958 | 2.86% | 2.37% | 284 | +102 | 0.04% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 266,748 | 173,476 | 6.42% | 6.31% | 285 | -1,811 | -0.67% | Q1 2026 | May 07, 2026 |
| State of Wyoming | History | Reduced | 264,395 | 171,946 | 20.38% | 19.83% | 286 | -1,150 | -0.43% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 264,346 | 171,914 | 0.94% | 0.13% | 287 | +228,964 | 647.12% | Q1 2026 | Apr 15, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 263,665 | 171,471 | 4.72% | 4.87% | 288 | +9,565 | 3.76% | Q1 2026 | May 07, 2026 |
| Maven Securities LTD | History | Added to | 258,312 | 167,898 | 3.23% | 1.29% | 289 | +172,677 | 201.64% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 258,161 | 167,892 | 0.65% | — | 290 | +258,161 | New | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 257,892 | 167,717 | 0.9% | 0.95% | 291 | +2,850 | 1.12% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 252,353 | 164,115 | 1.5% | 1.2% | 292 | +113,133 | 81.26% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 250,300 | 162,780 | 0.16% | 0.34% | 293 | -292,200 | -53.86% | Q1 2026 | May 14, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Added to | 250,000 | 162,585 | 16.99% | 8.74% | 294 | +112,109 | 81.3% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 243,345 | 162,050 | 0.12% | 0.12% | 295 | -2,523 | -1.03% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 248,761 | 161,780 | 0.66% | 0.7% | 296 | -6,969 | -2.73% | Q1 2026 | May 13, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Reduced | 245,982 | 160,413 | 10.51% | 11.53% | 297 | -12,366 | -4.79% | Q1 2026 | May 06, 2026 |
| Jump Financial, LLC | History | Reduced | 245,351 | 159,561 | 2.13% | 3.36% | 298 | -156,236 | -38.9% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 244,977 | 159,317 | 1.71% | 0.25% | 299 | +230,166 | 1554.02% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 244,508 | 159,013 | 0.35% | 0.38% | 300 | -2,207 | -0.89% | Q1 2026 | May 05, 2026 |
| HighPoint Advisor Group LLC | History | New | 243,802 | 158,553 | 6.64% | — | 301 | +243,802 | New | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 243,012 | 158,040 | 1.18% | 0.87% | 302 | +86,313 | 55.08% | Q1 2026 | May 15, 2026 |
| HBK INVESTMENTS L P | History | Reduced | 241,632 | 157,142 | 1.59% | 6.77% | 303 | -1,022,205 | -80.88% | Q1 2026 | May 15, 2026 |
| Main Management LLC | History | Added to | 240,518 | 156,419 | 11.38% | 11.61% | 304 | +3,982 | 1.68% | Q1 2026 | May 14, 2026 |
| Arosa Capital Management LP | History | New | 240,000 | 156,081 | 23.63% | — | 305 | +240,000 | New | Q1 2026 | May 15, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 239,799 | 155,954 | 14.14% | 14.83% | 306 | -1,377 | -0.57% | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 211,165 | 155,759 | 3.09% | 0.3% | 307 | +1,768 | 0.84% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 236,940 | 154,091 | 1.84% | 1.79% | 308 | +1,872 | 0.8% | Q1 2026 | May 13, 2026 |
| 1ST SOURCE BANK | History | Added to | 235,881 | 153,402 | 7.91% | 7.5% | 309 | +26,188 | 12.49% | Q1 2026 | May 04, 2026 |
| Banco Santander, S.A. | History | Added to | 235,496 | 153,152 | 1.23% | 0.96% | 310 | +46,810 | 24.81% | Q1 2026 | May 08, 2026 |
| Vontobel Holding Ltd. | History | Added to | 230,592 | 149,963 | 0.52% | 0.48% | 311 | +6,194 | 2.76% | Q1 2026 | May 08, 2026 |
| MILLBANK DARTMOOR PORTSMOUTH LLC | History | Reduced | 229,402 | 149,189 | 97.05% | 100.0% | 312 | -69,000 | -23.12% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 228,905 | 148,865 | 1.19% | 0.85% | 313 | +123,437 | 117.04% | Q1 2026 | May 15, 2026 |
| Sageworth Trust Co | History | Reduced | 228,797 | 148,795 | 6.4% | 7.61% | 314 | -31,885 | -12.23% | Q1 2026 | Apr 29, 2026 |
| Ballentine Partners, LLC | History | Added to | 227,871 | 148,193 | 2.06% | 2.18% | 315 | +415 | 0.18% | Q1 2026 | May 14, 2026 |
| WHITE MOUNTAINS INSURANCE GROUP LTD | History | Added to | 226,500 | 147,302 | 47.01% | 11.72% | 316 | +181,500 | 403.33% | Q1 2026 | May 12, 2026 |
| Helix Partners Management LP | History | Added to | 225,000 | 146,326 | 39.15% | 28.77% | 317 | +99,500 | 79.28% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 224,818 | 146,207 | 2.03% | 2.21% | 318 | -17,214 | -7.11% | Q1 2026 | May 01, 2026 |
| III Capital Management | History | Reduced | 223,875 | 145,594 | 42.28% | 44.05% | 319 | -215,011 | -48.99% | Q1 2026 | May 15, 2026 |
| Oribel Capital Management, LP | History | Added to | 223,700 | 145,481 | 6.42% | 0.24% | 320 | +216,000 | 2805.19% | Q1 2026 | May 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 223,338 | 145,245 | 25.23% | 26.82% | 321 | +1,431 | 0.64% | Q1 2026 | May 05, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 222,123 | 144,455 | 0.27% | 0.46% | 322 | -157,784 | -41.53% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 218,873 | 144,221 | 2.96% | 3.34% | 323 | -13,769 | -5.92% | Q1 2026 | Apr 28, 2026 |
| Div Capital Phoenix Assets Ltd | History | No change | 221,070 | 143,770 | 33.09% | 38.15% | 324 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Reduced | 220,747 | 143,560 | 0.58% | 0.63% | 325 | -3,485 | -1.55% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Added to | 219,009 | 142,430 | 10.78% | 11.75% | 326 | +4,048 | 1.88% | Q1 2026 | Apr 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 217,082 | 141,176 | 20.29% | 22.44% | 327 | -7,373 | -3.28% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 216,205 | 140,607 | 1.8% | 1.89% | 328 | -3,976 | -1.81% | Q1 2026 | May 15, 2026 |
| Little Harbor Advisors, LLC | History | Added to | 215,451 | 140,116 | 83.19% | 74.53% | 329 | +3,549 | 1.67% | Q1 2026 | May 15, 2026 |
| Benin Management CORP | History | Reduced | 213,513 | 138,855 | 31.22% | 32.7% | 330 | -1,322 | -0.62% | Q1 2026 | Apr 10, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 212,718 | 138,338 | 3.53% | 3.83% | 331 | -4,573 | -2.1% | Q1 2026 | May 13, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 211,671 | 137,658 | 13.49% | 13.42% | 332 | -4,549 | -2.1% | Q1 2026 | May 19, 2026 |
| Hills Bank & Trust Co | History | Reduced | 211,370 | 137,462 | 6.64% | 8.49% | 333 | -2,873 | -1.34% | Q1 2026 | May 01, 2026 |
| Clear Street Group Inc. | History | Added to | 210,872 | 137,138 | 0.56% | 0.03% | 334 | +197,950 | 1531.88% | Q1 2026 | May 15, 2026 |
| Saudi Central Bank | History | No change | 210,000 | 136,571 | 2.89% | 5.37% | 335 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 208,644 | 135,689 | 0.29% | 0.15% | 336 | +118,546 | 131.57% | Q1 2026 | May 15, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | Reduced | 207,400 | 134,881 | 30.37% | 28.37% | 337 | -189 | -0.09% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 202,806 | 131,892 | 0.09% | 0.03% | 338 | +115,288 | 131.73% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Reduced | 201,473 | 131,026 | 3.01% | 3.06% | 339 | -1,102 | -0.54% | Q1 2026 | May 11, 2026 |
| Affinity Asset Advisors, LLC | History | New | 200,000 | 130,068 | 6.72% | — | 340 | +200,000 | New | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 198,808 | 129,292 | 1.41% | 1.92% | 341 | -48,503 | -19.61% | Q1 2026 | Apr 20, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 198,452 | 129,061 | 4.36% | 4.47% | 342 | -2,277 | -1.13% | Q1 2026 | Apr 06, 2026 |
| BANK OF HAWAII | History | Reduced | 196,794 | 127,983 | 6.7% | 6.68% | 343 | -1,397 | -0.7% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 196,117 | 127,542 | 0.71% | 0.76% | 344 | -4,093 | -2.04% | Q1 2026 | Apr 30, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 195,658 | 127,244 | 1.99% | 2.06% | 345 | +21,306 | 12.22% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 193,223 | 125,660 | 2.92% | 2.37% | 346 | +51,317 | 36.16% | Q1 2026 | May 04, 2026 |
| TAIYO LIFE INSURANCE CO | History | Reduced | 191,000 | 124,215 | 13.71% | 15.23% | 347 | -70,000 | -26.82% | Q1 2026 | May 07, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 190,911 | 124,156 | 4.32% | 5.55% | 348 | -80,089 | -29.55% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 190,092 | 123,624 | 1.59% | 1.71% | 349 | -4,903 | -2.51% | Q1 2026 | Apr 21, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 1,900 | 123,564 | 15.93% | 16.57% | 350 | -100 | -5.0% | Q1 2026 | May 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 179,781 | 122,795 | 5.7% | 5.7% | 351 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 188,330 | 122,479 | 1.63% | 1.98% | 352 | -17,233 | -8.38% | Q1 2026 | May 15, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | Added to | 186,574 | 121,336 | 36.96% | 37.77% | 353 | +4,000 | 2.19% | Q1 2026 | May 14, 2026 |
| Allen Investment Management, LLC | History | Added to | 185,331 | 120,528 | 1.49% | 1.39% | 354 | +1,523 | 0.83% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 185,168 | 120,422 | 0.04% | 0.44% | 355 | -48,187 | -20.65% | Q1 2026 | May 04, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Added to | 185,000 | 120,312 | 12.33% | 9.68% | 356 | +29,329 | 18.84% | Q1 2026 | May 14, 2026 |
| MUFG Bank, Ltd. | History | Added to | 182,700 | 118,817 | 3.91% | 2.97% | 357 | +44,000 | 31.72% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 182,562 | 118,727 | 0.89% | 0.9% | 358 | +7,513 | 4.29% | Q1 2026 | May 12, 2026 |
| Naman Capital Ltda | History | Reduced | 182,445 | 118,651 | 32.98% | 36.99% | 359 | -10,432 | -5.41% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Reduced | 182,289 | 118,549 | 2.2% | 2.3% | 360 | -790 | -0.43% | Q1 2026 | Apr 16, 2026 |
| AIA Group Ltd | History | Added to | 182,203 | 118,493 | 1.72% | 1.85% | 361 | +613 | 0.34% | Q1 2026 | May 06, 2026 |
| DT Investment Partners, LLC | History | Added to | 181,178 | 117,827 | 9.81% | 10.22% | 362 | +82 | 0.05% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 180,721 | 117,529 | 1.33% | 1.47% | 363 | -15,354 | -7.83% | Q1 2026 | May 05, 2026 |
| North Horizon Holdings Inc. | History | No change | 169,115 | 117,526 | 100.0% | 100.0% | 364 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | New | 180,000 | 117,061 | 3.84% | — | 365 | +180,000 | New | Q1 2026 | May 15, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 179,638 | 116,844 | 0.24% | 0.3% | 366 | -36,788 | -17.0% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 178,647 | 116,500 | 5.41% | 5.59% | 367 | -510 | -0.28% | Q1 2026 | Apr 29, 2026 |
| GenTrust, LLC | History | Reduced | 177,621 | 115,834 | 4.96% | 5.25% | 368 | -313 | -0.18% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Reduced | 177,120 | 115,187 | 5.27% | 5.57% | 369 | -3,612 | -2.0% | Q1 2026 | Apr 30, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 175,214 | 113,948 | 15.98% | 16.42% | 370 | +3,141 | 1.83% | Q1 2026 | May 15, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 174,178 | 113,451 | 13.75% | 13.48% | 371 | +307 | 0.18% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 433,978 | 113,439 | 5.25% | 1.31% | 372 | -170,033 | -28.15% | Q1 2026 | May 15, 2026 |
| TLWM | History | Added to | 172,513 | 112,189 | 20.21% | 20.66% | 373 | +7,014 | 4.24% | Q1 2026 | Apr 08, 2026 |
| Activest Wealth Management | History | Added to | 171,372 | 111,450 | 19.58% | 20.36% | 374 | +11,490 | 7.19% | Q1 2026 | Apr 15, 2026 |
| Trans-Canada Capital Inc. | History | Added to | 170,587 | 111,244 | 8.0% | 6.71% | 375 | +15 | 0.01% | Q1 2026 | May 12, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 161,923 | 110,401 | 11.4% | 11.4% | 376 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 168,620 | 109,660 | 2.13% | 2.31% | 377 | -3,589 | -2.08% | Q1 2026 | Apr 14, 2026 |
| Select Asset Management & Trust | History | Added to | 168,272 | 109,434 | 34.18% | 34.14% | 378 | +7,326 | 4.55% | Q1 2026 | May 14, 2026 |
| TANG CAPITAL MANAGEMENT LLC | History | Added to | 168,000 | 109,257 | 5.55% | 1.01% | 379 | +138,000 | 460.0% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Reduced | 167,975 | 109,240 | 1.16% | 1.14% | 380 | -1,954 | -1.15% | Q1 2026 | May 15, 2026 |
| Pacific Wealth Management | History | Reduced | 167,876 | 109,176 | 58.72% | 60.87% | 381 | -24,427 | -12.7% | Q1 2026 | May 05, 2026 |
| AKUNA SECURITIES LLC | History | Reduced | 167,153 | 108,706 | 0.25% | 0.94% | 382 | -194,191 | -53.74% | Q1 2026 | May 06, 2026 |
| Moment Partners, LLC | History | Added to | 166,462 | 108,554 | 19.37% | 23.28% | 383 | +999 | 0.6% | Q1 2026 | May 04, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 166,854 | 108,512 | 19.15% | 20.23% | 384 | -24,504 | -12.81% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 166,554 | 108,316 | 1.36% | 1.67% | 385 | -30,314 | -15.4% | Q1 2026 | Apr 28, 2026 |
| Marest Capital, LLC | History | Added to | 164,696 | 107,108 | 61.97% | 62.4% | 386 | +1,084 | 0.66% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 163,816 | 106,536 | 0.51% | 0.68% | 387 | -10,710 | -6.14% | Q1 2026 | May 04, 2026 |
| Manchester Capital Management LLC | History | Reduced | 163,771 | 106,506 | 15.34% | 15.23% | 388 | -346 | -0.21% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 162,559 | 105,719 | 3.86% | 4.27% | 389 | -10,755 | -6.21% | Q1 2026 | Apr 28, 2026 |
| Glenview Trust Co | History | Added to | 161,416 | 104,975 | 1.65% | 1.66% | 390 | +3,859 | 2.45% | Q1 2026 | May 08, 2026 |
| Consolidated Investment Group LLC | History | Added to | 161,305 | 104,903 | 11.38% | 10.46% | 391 | +33,090 | 25.81% | Q1 2026 | May 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 159,030 | 104,202 | 0.17% | 0.1% | 392 | +64,192 | 67.69% | Q1 2026 | May 05, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | Reduced | 1,600 | 104,054 | 15.51% | 27.31% | 393 | -900 | -36.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Reduced | 158,852 | 103,307 | 1.77% | 2.25% | 394 | -32,588 | -17.02% | Q1 2026 | Apr 07, 2026 |
| J. Goldman & Co LP | History | Added to | 158,211 | 102,890 | 2.99% | 0.58% | 395 | +125,711 | 386.8% | Q1 2026 | May 15, 2026 |
| Mizuho Bank, Ltd. | History | Reduced | 158,000 | 102,753 | 27.81% | 14.93% | 396 | -26,000 | -14.13% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 160,331 | 102,548 | 1.19% | 1.22% | 397 | +7,993 | 5.25% | Q1 2026 | May 08, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 156,130 | 102,350 | 6.92% | 7.95% | 398 | -6,708 | -4.12% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 157,017 | 102,114 | 1.67% | 2.43% | 399 | -26,518 | -14.45% | Q1 2026 | May 18, 2026 |
| Advisor Resource Council | History | Added to | 156,724 | 101,923 | 32.98% | 21.48% | 400 | +3,589 | 2.34% | Q1 2026 | May 07, 2026 |
| BRANDYWINE TRUST CO | History | Added to | 155,481 | 101,115 | 18.33% | 18.47% | 401 | +1,027 | 0.66% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 155,152 | 100,901 | 2.54% | 1.92% | 402 | +47,476 | 44.09% | Q1 2026 | Apr 07, 2026 |
| Annandale Capital, LLC | History | Added to | 160,766 | 100,811 | 14.22% | 11.44% | 403 | +7,850 | 5.13% | Q1 2026 | May 15, 2026 |
| Jordan Park Group LLC | History | Reduced | 153,174 | 99,615 | 5.3% | 7.07% | 404 | -25,673 | -14.35% | Q1 2026 | May 11, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 151,957 | 98,823 | 57.99% | 58.57% | 405 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 144,296 | 98,398 | 28.65% | 28.65% | 406 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 151,127 | 98,283 | 1.53% | 1.49% | 407 | +2,287 | 1.54% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Reduced | 151,078 | 98,252 | 0.24% | 0.31% | 408 | -40,153 | -21.0% | Q1 2026 | May 12, 2026 |
| Phraction Management LLC | History | Reduced | 151,054 | 98,236 | 20.34% | 1.02% | 409 | -74 | -0.05% | Q1 2026 | Apr 23, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 150,301 | 97,977 | 2.99% | 2.82% | 410 | +23,863 | 18.87% | Q1 2026 | May 05, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 150,473 | 97,858 | 14.22% | 14.47% | 411 | -2,940 | -1.92% | Q1 2026 | Apr 23, 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | History | New | 150,000 | 97,554 | 13.96% | — | 412 | +150,000 | New | Q1 2026 | May 21, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | New | 150,000 | 97,551 | 1.69% | — | 414 | +150,000 | New | Q1 2026 | May 15, 2026 |
| ARMOR ADVISORS, L.L.C. | History | New | 150,000 | 97,551 | 32.76% | — | 415 | +150,000 | New | Q1 2026 | May 15, 2026 |
| Westchester Capital Management, LLC | History | Reduced | 150,000 | 97,551 | 4.42% | 5.73% | 413 | -50,000 | -25.0% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 148,667 | 96,950 | 1.24% | 1.46% | 416 | +3,081 | 2.12% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Group, LLC | History | Added to | 148,438 | 96,535 | 6.41% | 6.37% | 417 | +486 | 0.33% | Q1 2026 | Apr 15, 2026 |
| MCF Advisors LLC | History | Added to | 148,027 | 96,427 | 4.23% | 5.35% | 418 | +6,357 | 4.49% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 149,003 | 95,604 | 1.05% | 1.06% | 419 | +6,171 | 4.32% | Q1 2026 | May 13, 2026 |
| Ally Financial Inc. | History | New | 147,000 | 95,599 | 11.89% | — | 420 | +147,000 | New | Q1 2026 | May 12, 2026 |
| RBF Capital, LLC | History | No change | 146,300 | 95,144 | 4.65% | 4.43% | 421 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 145,372 | 94,541 | 2.87% | 2.84% | 422 | +4,617 | 3.28% | Q1 2026 | May 13, 2026 |
| V2 Financial group LLC | History | Added to | 144,847 | 94,199 | 43.87% | 46.71% | 423 | +5,794 | 4.17% | Q1 2026 | May 04, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 143,805 | 93,507 | 18.65% | 19.27% | 424 | -2,149 | -1.47% | Q1 2026 | Apr 27, 2026 |
| JABODON PT CO | History | Added to | 143,159 | 93,102 | 10.82% | 12.88% | 425 | +409 | 0.29% | Q1 2026 | May 08, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 143,122 | 93,077 | 13.76% | 14.99% | 426 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| NEW YORK LIFE INSURANCE CO | History | No change | 142,522 | 92,687 | 18.89% | 21.31% | 427 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rising Stella Capital Pte. Ltd | History | Added to | 142,477 | 92,658 | 43.38% | 45.49% | 428 | +896 | 0.63% | Q1 2026 | Apr 27, 2026 |
| THOR TRADING ADVISORS, LLC | History | Added to | 140,349 | 91,274 | 37.82% | 39.44% | 429 | +1,840 | 1.33% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Added to | 371,432 | 90,964 | 1.12% | 1.07% | 430 | +17,107 | 4.83% | Q1 2026 | May 12, 2026 |
| Fiera Capital Corp | History | Reduced | 139,759 | 90,890 | 0.31% | 0.31% | 431 | -3,081 | -2.16% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Added to | 138,884 | 90,321 | 3.19% | 0.55% | 432 | +115,272 | 488.19% | Q1 2026 | May 14, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 137,653 | 89,521 | 10.44% | 12.01% | 433 | +350 | 0.25% | Q1 2026 | Apr 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 137,634 | 89,508 | 0.28% | 0.5% | 434 | -81,154 | -37.09% | Q1 2026 | May 13, 2026 |
| RAMSEY QUANTITATIVE SYSTEMS | History | Reduced | 137,311 | 89,298 | 92.45% | 91.62% | 435 | -10,292 | -6.97% | Q1 2026 | Apr 17, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 136,583 | 88,825 | 5.0% | 4.68% | 436 | +8,314 | 6.48% | Q1 2026 | May 08, 2026 |
| Urban Financial Advisory Corp | History | Reduced | 136,100 | 88,511 | 31.29% | 37.94% | 437 | -5,578 | -3.94% | Q1 2026 | May 08, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 135,727 | 88,268 | 8.36% | 8.98% | 438 | -4,642 | -3.31% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 124,527 | 87,676 | 5.63% | 6.23% | 439 | -9,061 | -6.78% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 134,594 | 87,531 | 1.08% | 1.36% | 440 | -18,105 | -11.86% | Q1 2026 | May 11, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 134,491 | 87,464 | 2.9% | 3.03% | 441 | -179 | -0.13% | Q1 2026 | Apr 22, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 133,994 | 87,141 | 0.02% | 0.02% | 442 | -3,206 | -2.34% | Q1 2026 | May 15, 2026 |
| Schusterman Interests, LLC | History | No change | 133,977 | 87,130 | 22.27% | 20.91% | 443 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 133,362 | 86,730 | 0.42% | 0.58% | 444 | -61,883 | -31.7% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 133,289 | 86,683 | 0.7% | 0.73% | 445 | +2,671 | 2.04% | Q1 2026 | May 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 133,263 | 86,666 | 1.07% | 1.11% | 446 | +7,277 | 5.78% | Q1 2026 | May 08, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 132,700 | 86,300 | 0.39% | 2.09% | 447 | -971,700 | -87.98% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Reduced | 131,903 | 85,781 | 1.31% | 1.38% | 448 | -520 | -0.39% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 131,706 | 85,653 | 0.02% | 0.0% | 449 | +101,938 | 342.44% | Q1 2026 | May 13, 2026 |
| Busey Bank | History | Added to | 131,254 | 85,359 | 2.32% | 2.34% | 450 | +888 | 0.68% | Q1 2026 | Apr 28, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 130,998 | 85,193 | 0.6% | 0.53% | 451 | -1,055 | -0.8% | Q1 2026 | Apr 14, 2026 |
| St. Louis Trust Co | History | Reduced | 130,958 | 85,166 | 9.94% | 10.39% | 452 | -1,915 | -1.44% | Q1 2026 | May 14, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 130,694 | 84,995 | 19.71% | 20.85% | 453 | +845 | 0.65% | Q1 2026 | May 06, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 130,667 | 84,977 | 23.03% | 23.54% | 454 | -9,138 | -6.54% | Q1 2026 | Apr 28, 2026 |
| Independence Bank of Kentucky | History | Added to | 130,525 | 84,885 | 10.75% | 10.87% | 455 | +2,396 | 1.87% | Q1 2026 | Apr 30, 2026 |
| Marnell Management LLC | History | Added to | 130,000 | 84,544 | 29.4% | 33.08% | 456 | +30,000 | 30.0% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 129,793 | 84,404 | 1.37% | 1.62% | 457 | +14,405 | 12.48% | Q1 2026 | Apr 21, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 129,700 | 84,349 | 5.89% | 3.2% | 458 | +71,500 | 122.85% | Q1 2026 | May 14, 2026 |
| CSM Advisors, LLC | History | No change | 129,440 | 84,180 | 2.07% | 2.4% | 459 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | Added to | 128,688 | 83,690 | 12.33% | 2.94% | 460 | +102,259 | 386.92% | Q1 2026 | May 05, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 126,809 | 82,689 | 1.49% | 1.61% | 461 | +587 | 0.47% | Q1 2026 | May 14, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 126,834 | 82,485 | 0.49% | 0.24% | 462 | +59,937 | 89.6% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 126,655 | 82,368 | 2.78% | 1.63% | 463 | +1,811 | 1.45% | Q1 2026 | Apr 23, 2026 |
| Amundi | History | Added to | 126,010 | 81,949 | 0.02% | 0.02% | 464 | +2,763 | 2.24% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 125,932 | 81,898 | 1.01% | 0.96% | 465 | +12,514 | 11.03% | Q1 2026 | Apr 20, 2026 |
| Midwest Trust Co | History | Added to | 125,444 | 81,581 | 1.02% | 1.06% | 466 | +364 | 0.29% | Q1 2026 | May 01, 2026 |
| TCW GROUP INC | History | Added to | 124,723 | 81,112 | 0.61% | 0.61% | 467 | +254 | 0.2% | Q1 2026 | May 14, 2026 |
| First Western Trust Bank | History | Added to | 124,488 | 80,959 | 4.09% | 1.53% | 468 | +78,861 | 172.84% | Q1 2026 | May 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 124,461 | 80,942 | 5.75% | 5.9% | 469 | +3,931 | 3.26% | Q1 2026 | May 12, 2026 |
| Granger Management LLC | History | Added to | 122,830 | 80,102 | 22.36% | 22.2% | 470 | +5 | 0.0% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Added to | 122,442 | 79,819 | 1.42% | 1.4% | 471 | +4,569 | 3.88% | Q1 2026 | May 15, 2026 |
| Portland Global Advisors LLC | History | Reduced | 122,346 | 79,566 | 8.48% | 9.06% | 472 | -1,424 | -1.15% | Q1 2026 | May 11, 2026 |
| Krane Funds Advisors LLC | History | Added to | 121,000 | 79,507 | 3.26% | 1.78% | 473 | +40,600 | 50.5% | Q1 2026 | May 11, 2026 |
| Keystone Financial Group | History | Reduced | 115,948 | 78,624 | 5.38% | 5.93% | 474 | -1,695 | -1.44% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 120,620 | 78,444 | 0.96% | 1.16% | 475 | +434 | 0.36% | Q1 2026 | Apr 23, 2026 |
| IFG Advisors, LLC | History | Added to | 120,444 | 78,329 | 12.83% | 12.82% | 476 | +7,464 | 6.61% | Q1 2026 | Apr 09, 2026 |
| Greenland Capital Management LP | History | Added to | 120,000 | 78,040 | 9.92% | 1.67% | 477 | +96,862 | 418.63% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 118,772 | 77,241 | 1.59% | 1.68% | 478 | -2,413 | -1.99% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 118,468 | 77,044 | 8.76% | 9.13% | 479 | -214 | -0.18% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Reduced | 118,413 | 77,009 | 0.86% | 1.05% | 480 | -17,543 | -12.9% | Q1 2026 | May 05, 2026 |
| Lavaca Capital LLC | History | Reduced | 118,401 | 77,000 | 13.64% | 13.97% | 481 | -8,320 | -6.57% | Q1 2026 | May 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 117,991 | 76,734 | 0.07% | 0.08% | 482 | -19,914 | -14.44% | Q1 2026 | May 15, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 117,698 | 76,543 | 4.49% | 5.21% | 483 | -17,100 | -12.69% | Q1 2026 | May 06, 2026 |
| Haverford Trust Co | History | Reduced | 116,631 | 75,849 | 0.7% | 0.72% | 484 | -2,322 | -1.95% | Q1 2026 | May 11, 2026 |
| Headland Capital, LLC | History | Added to | 116,407 | 75,704 | 21.33% | 21.95% | 485 | +792 | 0.69% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 116,140 | 75,530 | 1.45% | 1.51% | 486 | -1,634 | -1.39% | Q1 2026 | May 12, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 115,674 | 75,227 | 1.18% | 1.16% | 487 | -874 | -0.75% | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 115,315 | 74,993 | 3.59% | 3.79% | 488 | +87 | 0.08% | Q1 2026 | May 14, 2026 |
| DV Trading LLC | History | Reduced | 108,476 | 74,605 | 1.77% | 6.11% | 489 | -209,945 | -65.93% | Q1 2026 | May 15, 2026 |
| Applied Capital LLC/FL | History | Added to | 114,300 | 74,333 | 35.1% | 13.53% | 490 | +80,800 | 241.19% | Q1 2026 | May 07, 2026 |
| Dakota Wealth Management | History | Added to | 114,199 | 74,271 | 1.61% | 1.31% | 491 | +6,101 | 5.64% | Q1 2026 | May 07, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 114,009 | 74,145 | 2.47% | 2.66% | 492 | -5,872 | -4.9% | Q1 2026 | May 14, 2026 |
| Fortitude Financial, LLC | History | Added to | 112,861 | 73,398 | 38.84% | 0.58% | 493 | +111,855 | 11118.79% | Q1 2026 | Apr 23, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 112,537 | 73,187 | 0.1% | 0.1% | 494 | +9,371 | 9.08% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 117,703 | 73,181 | 2.57% | 2.29% | 495 | +22,516 | 23.65% | Q1 2026 | May 06, 2026 |
| Eos Management, L.P. | History | No change | 110,736 | 72,016 | 30.94% | 29.61% | 496 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 109,792 | 71,402 | 4.38% | 3.72% | 497 | -3,285 | -2.91% | Q1 2026 | Apr 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 109,021 | 70,900 | 7.79% | 8.26% | 498 | -5,404 | -4.72% | Q1 2026 | Apr 28, 2026 |
| Kentucky Farm Bureau Mutual Insurance Co | History | No change | 109,000 | 70,887 | 21.52% | 20.06% | 499 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lepercq De Neuflize Asset Management LLC | History | Reduced | 108,716 | 70,702 | 51.24% | 44.93% | 500 | -6,529 | -5.67% | Q1 2026 | May 12, 2026 |
| BANK HAPOALIM BM | History | Added to | 108,126 | 70,319 | 10.79% | 3.42% | 501 | +50,349 | 87.14% | Q1 2026 | May 04, 2026 |
| Bawa N Mallick Trust | History | No change | 107,400 | 69,846 | 28.61% | 27.2% | 502 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 107,352 | 69,815 | 2.92% | 3.23% | 503 | +1,353 | 1.28% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 106,308 | 69,657 | 0.66% | 0.72% | 504 | +7,800 | 7.92% | Q1 2026 | Apr 07, 2026 |
| Eversept Partners, LP | History | Added to | 107,000 | 69,586 | 3.67% | 1.54% | 505 | +62,100 | 138.31% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 106,585 | 69,404 | 1.96% | 1.72% | 506 | +20,230 | 23.43% | Q1 2026 | May 13, 2026 |
| Azarias Capital Management, L.P. | History | No change | 106,461 | 69,235 | 31.03% | 31.78% | 507 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 106,085 | 68,991 | 1.55% | 1.66% | 508 | -2,903 | -2.66% | Q1 2026 | May 15, 2026 |
| Cynosure Group, LLC | History | Added to | 229,061 | 68,416 | 8.55% | 6.51% | 509 | +135,140 | 143.89% | Q1 2026 | May 13, 2026 |
| Empyrean Capital Partners, LP | History | New | 105,000 | 68,285 | 2.22% | — | 510 | +105,000 | New | Q1 2026 | May 15, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 104,447 | 68,113 | 9.56% | 13.72% | 511 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 104,484 | 67,950 | 5.38% | 5.69% | 512 | -6,815 | -6.12% | Q1 2026 | Apr 17, 2026 |
| Westshore Wealth, LLC | History | No change | 99,378 | 67,767 | 22.42% | 22.42% | 513 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 103,835 | 67,514 | 0.43% | 0.5% | 514 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Management Associates, Inc | History | Added to | 103,708 | 67,445 | 15.25% | 14.17% | 515 | +9,707 | 10.33% | Q1 2026 | Apr 22, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 103,356 | 67,216 | 0.44% | 0.49% | 516 | -9,254 | -8.22% | Q1 2026 | May 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 102,908 | 66,925 | 0.04% | 0.04% | 517 | -1,925 | -1.84% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 97,919 | 66,773 | 1.18% | 1.18% | 518 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CONNING INC. | History | No change | 102,120 | 66,412 | 2.21% | 2.33% | 519 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Reduced | 101,954 | 66,304 | 8.43% | 9.18% | 520 | -1,050 | -1.02% | Q1 2026 | May 15, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 101,693 | 66,135 | 6.27% | 6.43% | 521 | -124 | -0.12% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 101,454 | 65,983 | 0.4% | 0.42% | 522 | +689 | 0.68% | Q1 2026 | May 05, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 101,433 | 65,965 | 0.58% | 0.69% | 523 | -1,498 | -1.46% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 101,228 | 65,832 | 1.53% | 1.41% | 524 | +15,740 | 18.41% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Reduced | 100,267 | 65,207 | 5.56% | 6.09% | 525 | -488 | -0.48% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 95,456 | 65,093 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Manatuck Hill Partners, LLC | History | New | 100,000 | 65,034 | 17.56% | — | 528 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Route One Investment Company, L.P. | History | New | 100,000 | 65,034 | 2.77% | — | 529 | +100,000 | New | Q1 2026 | May 15, 2026 |
| NewGen Asset Management Ltd | History | New | 100,000 | 65,034 | 25.15% | — | 531 | +100,000 | New | Q1 2026 | May 08, 2026 |
| Banco BTG Pactual S.A. | History | Added to | 100,000 | 65,034 | 5.68% | 0.05% | 527 | +99,556 | 22422.52% | Q1 2026 | May 12, 2026 |
| DeepCurrents Investment Group LLC | History | New | 1,000 | 65,034 | 2.08% | — | 530 | +1,000 | New | Q1 2026 | May 15, 2026 |
| HMS Capital Management, LLC | History | Added to | 99,771 | 64,885 | 25.1% | 15.83% | 532 | +43,661 | 77.81% | Q1 2026 | Apr 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 99,370 | 64,624 | 0.23% | 0.24% | 533 | +6,782 | 7.32% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 87,462 | 64,563 | 1.72% | 1.79% | 534 | +25,624 | 41.44% | Q1 2026 | May 14, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 98,579 | 64,109 | 0.18% | 0.18% | 535 | -814 | -0.82% | Q1 2026 | May 15, 2026 |
| LGL PARTNERS, LLC | History | Added to | 98,217 | 64,050 | 26.37% | 28.53% | 536 | +428 | 0.44% | Q1 2026 | May 14, 2026 |
| Canada Post Corp Registered Pension Plan | History | No change | 98,414 | 64,002 | 2.55% | 2.56% | 537 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 97,226 | 63,230 | 0.98% | 1.18% | 538 | +11,689 | 13.67% | Q1 2026 | May 15, 2026 |
| West Financial Advisors, LLC | History | Reduced | 96,928 | 63,036 | 10.7% | 11.31% | 539 | -1,377 | -1.4% | Q1 2026 | Apr 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 96,741 | 62,914 | 1.09% | 1.2% | 540 | -1,947 | -1.97% | Q1 2026 | May 04, 2026 |
| Investidor Profissional Gestao de Recursos Ltda. | History | Added to | 96,000 | 62,432 | 20.41% | 0.21% | 541 | +95,478 | 18290.8% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 95,753 | 62,271 | 0.75% | 0.76% | 542 | -860 | -0.89% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Added to | 87,650 | 62,243 | 0.92% | 1.14% | 543 | +3,211 | 3.8% | Q1 2026 | Apr 20, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 94,683 | 61,964 | 5.96% | 3.38% | 544 | +41,471 | 77.94% | Q1 2026 | May 06, 2026 |
| ING GROEP NV | History | Reduced | 95,260 | 61,951 | 0.38% | 1.22% | 545 | -200,878 | -67.83% | Q1 2026 | May 11, 2026 |
| Birnam Oak Advisors, LP | History | New | 95,000 | 61,782 | 14.02% | — | 546 | +95,000 | New | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 95,114 | 61,728 | 0.33% | 0.66% | 547 | -72,875 | -43.38% | Q1 2026 | May 13, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 94,654 | 61,557 | 14.48% | 14.69% | 548 | +1,502 | 1.61% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 383,592 | 61,434 | 0.46% | 0.48% | 549 | +588 | 0.15% | Q1 2026 | Apr 15, 2026 |
| Verus Advisory, Inc. | History | No change | 89,273 | 61,323 | 40.02% | 40.02% | 550 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Holocene Advisors, LP | History | Added to | 94,073 | 61,179 | 0.15% | 0.12% | 551 | +9,540 | 11.29% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 93,832 | 61,022 | 0.06% | 0.06% | 552 | +5,277 | 5.96% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | Reduced | 93,796 | 60,999 | 0.65% | 8.73% | 553 | -843,907 | -90.0% | Q1 2026 | May 11, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 93,455 | 60,945 | 0.92% | 0.89% | 554 | +1,103 | 1.19% | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 93,093 | 60,597 | 0.98% | 1.1% | 555 | -5,492 | -5.57% | Q1 2026 | Apr 14, 2026 |
| MATAURO, LLC | History | Added to | 92,602 | 60,222 | 8.7% | 9.01% | 556 | +4,804 | 5.47% | Q1 2026 | Apr 22, 2026 |
| 180 GPS Investments IC Ltd | History | No change | 90,602 | 60,156 | 47.55% | 47.55% | 557 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 92,487 | 60,147 | 2.37% | 2.36% | 558 | +300 | 0.33% | Q1 2026 | May 12, 2026 |
| Phoenix Financial Ltd. | History | Added to | 92,330 | 60,133 | 0.57% | 0.68% | 559 | +1,134 | 1.24% | Q1 2026 | May 11, 2026 |
| Choate Investment Advisors | History | Reduced | 92,230 | 59,980 | 1.17% | 1.24% | 560 | -421 | -0.45% | Q1 2026 | May 13, 2026 |
| First Financial Bank - Trust Division | History | Added to | 91,182 | 59,299 | 4.78% | 5.03% | 561 | +1,458 | 1.62% | Q1 2026 | Apr 01, 2026 |
| Keel Point, LLC | History | No change | 119,425 | 59,229 | 3.57% | 3.57% | 562 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 90,680 | 58,972 | 0.74% | 1.56% | 563 | -102,560 | -53.07% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 90,430 | 58,809 | 1.07% | 1.07% | 564 | +2,504 | 2.85% | Q1 2026 | Apr 10, 2026 |
| Black Maple Capital Management LP | History | Added to | 90,184 | 58,650 | 32.68% | 18.89% | 565 | +50,601 | 127.84% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 90,129 | 58,614 | 1.82% | 1.88% | 566 | -33 | -0.04% | Q1 2026 | Apr 24, 2026 |
| Duquesne Family Office LLC | History | No change | 90,000 | 58,531 | 1.73% | 1.37% | 567 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CUMBERLAND ADVISORS INC | History | Added to | 89,953 | 58,500 | 22.9% | 22.73% | 568 | +2,010 | 2.29% | Q1 2026 | Apr 27, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 89,838 | 58,425 | 0.84% | 0.81% | 569 | +21,229 | 30.94% | Q1 2026 | May 12, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 89,773 | 58,382 | 28.87% | 28.9% | 570 | +4,186 | 4.89% | Q1 2026 | Apr 24, 2026 |
| Granby Capital Management, LLC | History | No change | 89,500 | 58,205 | 33.36% | 32.55% | 571 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 89,222 | 58,024 | 3.04% | 3.56% | 572 | -28,749 | -24.37% | Q1 2026 | Apr 28, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 89,177 | 57,995 | 44.01% | 52.99% | 573 | -18,149 | -16.91% | Q1 2026 | May 08, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 89,068 | 57,924 | 29.6% | — | 574 | +89,068 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 88,760 | 57,724 | 1.2% | 1.45% | 575 | -5,812 | -6.15% | Q1 2026 | Apr 13, 2026 |
| Trustees of Dartmouth College | History | Reduced | 88,666 | 57,663 | 22.92% | 57.94% | 576 | -245,534 | -73.47% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 88,477 | 57,540 | 2.13% | 2.11% | 577 | +4,326 | 5.14% | Q1 2026 | Apr 20, 2026 |
| Procyon Advisors, LLC | History | Reduced | 88,453 | 57,524 | 2.82% | 3.9% | 578 | -27,449 | -23.68% | Q1 2026 | May 04, 2026 |
| Attessa Capital LLC | History | Added to | 88,201 | 57,360 | 31.2% | 31.96% | 579 | +2,468 | 2.88% | Q1 2026 | Apr 07, 2026 |
| HOWARD HUGHES MEDICAL INSTITUTE | History | Reduced | 88,185 | 57,350 | 13.79% | 92.85% | 580 | -149,700 | -62.93% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 87,399 | 57,267 | 0.98% | 1.1% | 581 | -23,527 | -21.21% | Q1 2026 | May 14, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 87,957 | 57,136 | 35.33% | 35.89% | 582 | -1,040 | -1.17% | Q1 2026 | Apr 23, 2026 |
| Legacy Wealth Management, LLC / MS | History | Reduced | 87,701 | 57,035 | 16.26% | 16.75% | 583 | -4,330 | -4.7% | Q1 2026 | Apr 10, 2026 |
| CVS HEALTH Corp | History | Reduced | 87,578 | 56,955 | 26.83% | 77.55% | 584 | -66,313 | -43.09% | Q1 2026 | May 07, 2026 |
| Sculptor Capital LP | History | Added to | 87,500 | 56,904 | 0.59% | 0.35% | 585 | +37,500 | 75.0% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 86,970 | 56,560 | 3.56% | — | 586 | +86,970 | New | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Reduced | 86,031 | 55,957 | 1.55% | 1.66% | 587 | -26,490 | -23.54% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 78,650 | 55,936 | 1.25% | 1.31% | 588 | +1,719 | 2.23% | Q1 2026 | May 04, 2026 |
| POTENTIA WEALTH | History | Reduced | 84,978 | 55,264 | 21.34% | 22.01% | 589 | -3,101 | -3.52% | Q1 2026 | May 11, 2026 |
| MIO Partners, Inc. | History | Added to | 84,939 | 55,239 | 16.26% | 12.9% | 590 | +849 | 1.01% | Q1 2026 | Apr 28, 2026 |
| ALLIANZ SE | History | Reduced | 84,365 | 54,865 | 0.61% | 1.05% | 591 | -34,905 | -29.27% | Q1 2026 | May 11, 2026 |
| SCHARF INVESTMENTS, LLC | History | Added to | 84,290 | 54,821 | 1.69% | 1.29% | 592 | +14,006 | 19.93% | Q1 2026 | Apr 13, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 84,284 | 54,813 | 28.0% | 28.95% | 593 | -359 | -0.42% | Q1 2026 | Apr 22, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 83,684 | 54,421 | 2.12% | 2.29% | 594 | -1,302 | -1.53% | Q1 2026 | Apr 10, 2026 |
| Black Swift Group, LLC | History | Reduced | 83,272 | 54,155 | 9.48% | 9.12% | 595 | -6,907 | -7.66% | Q1 2026 | Apr 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 82,956 | 53,947 | 2.56% | 2.88% | 596 | -4,336 | -4.97% | Q1 2026 | Apr 28, 2026 |
| Capital International Investors | History | Reduced | 85,099 | 53,780 | 0.01% | 0.01% | 597 | -36,362 | -29.94% | Q1 2026 | May 13, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 82,635 | 53,741 | 33.02% | 35.11% | 598 | +1,479 | 1.82% | Q1 2026 | Apr 28, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 82,583 | 53,717 | 0.78% | 1.0% | 599 | -20,895 | -20.19% | Q1 2026 | May 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 82,092 | 53,387 | 1.23% | 1.28% | 600 | +1,333 | 1.65% | Q1 2026 | Apr 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 81,615 | 53,224 | 1.16% | 1.19% | 601 | -2,325 | -2.77% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 81,489 | 53,141 | 1.56% | 1.62% | 602 | -1,267 | -1.53% | Q1 2026 | May 11, 2026 |
| Performa Ltd (US), LLC | History | Reduced | 81,535 | 53,025 | 12.0% | 16.68% | 603 | -14,840 | -15.4% | Q1 2026 | May 06, 2026 |
| King Wealth Management Group | History | Added to | 81,213 | 52,816 | 6.6% | 6.08% | 604 | +7,209 | 9.74% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 80,074 | 52,075 | 1.24% | 1.25% | 605 | +1,926 | 2.46% | Q1 2026 | Apr 30, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 79,580 | 51,820 | 0.35% | 0.44% | 606 | +4,721 | 6.31% | Q1 2026 | May 05, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 79,314 | 51,727 | 10.06% | 9.23% | 607 | +1,464 | 1.88% | Q1 2026 | May 14, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 79,500 | 51,702 | 1.2% | 1.22% | 608 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 79,130 | 51,461 | 2.7% | 3.8% | 609 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Seal Cove Capital, LLC | History | Reduced | 78,507 | 51,056 | 44.75% | 49.98% | 610 | -13 | -0.02% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 83,233 | 51,021 | 1.18% | 0.99% | 611 | +53,211 | 177.24% | Q1 2026 | Apr 27, 2026 |
| Arvest Bank Trust Division | History | Added to | 78,042 | 50,753 | 2.76% | 2.88% | 612 | +65 | 0.08% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 78,015 | 50,736 | 1.73% | 1.82% | 613 | -1,840 | -2.3% | Q1 2026 | May 07, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 78,004 | 50,729 | 3.2% | 1.74% | 615 | +39,332 | 101.71% | Q1 2026 | Apr 27, 2026 |
| BARINGS LLC | History | Reduced | 78,005 | 50,729 | 0.82% | 1.22% | 614 | -19,325 | -19.86% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Reduced | 77,884 | 50,651 | 0.82% | 1.07% | 616 | -18,591 | -19.27% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 77,789 | 50,589 | 0.58% | 0.81% | 617 | -19,159 | -19.76% | Q1 2026 | Apr 23, 2026 |
| Caprock Group, LLC | History | Added to | 77,532 | 50,554 | 1.23% | 1.1% | 618 | +1,144 | 1.5% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 77,698 | 50,530 | 0.77% | 0.81% | 619 | +320 | 0.41% | Q1 2026 | Apr 07, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 76,957 | 50,048 | 7.28% | 7.74% | 620 | +3,395 | 4.62% | Q1 2026 | May 14, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 76,845 | 49,975 | 7.91% | 8.12% | 621 | +4,625 | 6.4% | Q1 2026 | May 07, 2026 |
| MSA Advisors, LLC | History | Reduced | 76,728 | 49,970 | 15.02% | 15.6% | 622 | -14,651 | -16.03% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 76,773 | 49,928 | 0.74% | 0.77% | 623 | -660 | -0.85% | Q1 2026 | May 05, 2026 |
| Galilei Investment Office LLP | History | No change | 76,730 | 49,899 | 25.86% | 24.65% | 624 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Added to | 76,560 | 49,790 | 19.17% | 19.89% | 625 | +214 | 0.28% | Q1 2026 | May 11, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 75,940 | 49,386 | 2.91% | 2.74% | 626 | +21,256 | 38.87% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 75,834 | 49,318 | 0.55% | 0.46% | 627 | +25,329 | 50.15% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 75,130 | 48,860 | 2.01% | 1.36% | 628 | +26,413 | 54.22% | Q1 2026 | Apr 14, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Added to | 75,082 | 48,828 | 1.05% | 0.57% | 629 | +32,182 | 75.02% | Q1 2026 | May 15, 2026 |
| Hiddenite Capital Partners LP | History | Reduced | 75,000 | 48,775 | 12.8% | 13.26% | 630 | -75,000 | -50.0% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 74,691 | 48,575 | 3.14% | 3.39% | 631 | -1,387 | -1.82% | Q1 2026 | Apr 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 74,491 | 48,444 | 3.45% | 3.66% | 632 | +558 | 0.75% | Q1 2026 | May 06, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 74,274 | 48,303 | 4.22% | 4.13% | 633 | +2,393 | 3.33% | Q1 2026 | Apr 15, 2026 |
| Arkos Global Advisors | History | Reduced | 74,260 | 48,294 | 6.06% | 6.54% | 634 | -773 | -1.03% | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | Reduced | 74,158 | 48,227 | 0.21% | 0.2% | 635 | -540 | -0.72% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 73,991 | 48,119 | 1.78% | 2.17% | 636 | -10,277 | -12.2% | Q1 2026 | May 14, 2026 |
| Embree Financial Group | History | Reduced | 73,962 | 48,100 | 5.66% | 6.56% | 637 | -4,498 | -5.73% | Q1 2026 | Apr 23, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Added to | 73,834 | 48,017 | 29.9% | 28.94% | 638 | +17,939 | 32.09% | Q1 2026 | Apr 02, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 70,198 | 47,869 | 4.36% | 4.79% | 639 | +1,726 | 2.52% | Q1 2026 | Apr 09, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 73,132 | 47,679 | 13.18% | 0.61% | 640 | +69,497 | 1911.88% | Q1 2026 | Apr 28, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 73,280 | 47,656 | 3.12% | 3.24% | 641 | -1,652 | -2.2% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 73,260 | 47,643 | 0.56% | 0.33% | 642 | +28,244 | 62.74% | Q1 2026 | Apr 24, 2026 |
| Board of Trustees of The Leland Stanford Junior University | History | New | 73,085 | 47,530 | 5.6% | — | 643 | +73,085 | New | Q1 2026 | May 07, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 72,970 | 47,455 | 1.67% | 1.55% | 644 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| IPG Investment Advisors LLC | History | Added to | 72,525 | 47,297 | 8.12% | 8.05% | 645 | +5,343 | 7.95% | Q1 2026 | May 12, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Reduced | 72,500 | 47,149 | 13.15% | 20.92% | 646 | -43,300 | -37.39% | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | History | Added to | 74,696 | 47,133 | 1.95% | 2.08% | 647 | +8,083 | 12.13% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 72,415 | 47,094 | 0.86% | 0.6% | 648 | +26,524 | 57.8% | Q1 2026 | May 11, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 72,251 | 46,987 | 8.87% | 9.53% | 649 | -65 | -0.09% | Q1 2026 | May 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 71,897 | 46,885 | 1.31% | 8.91% | 650 | -428,929 | -85.64% | Q1 2026 | Apr 28, 2026 |
| Allie Family Office LLC | History | Reduced | 71,636 | 46,638 | 20.41% | 23.06% | 651 | -662 | -0.92% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 71,675 | 46,613 | 5.1% | 5.67% | 652 | -7,015 | -8.91% | Q1 2026 | Apr 28, 2026 |
| Simmons Bank | History | Reduced | 71,620 | 46,576 | 3.12% | 3.47% | 653 | -4,447 | -5.85% | Q1 2026 | Apr 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 71,576 | 46,548 | 0.11% | 0.09% | 654 | +12,226 | 20.6% | Q1 2026 | May 15, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 71,198 | 46,303 | 21.71% | 19.6% | 655 | +5,908 | 9.05% | Q1 2026 | Apr 27, 2026 |
| James J. Burns & Company, LLC | History | Added to | 71,166 | 46,281 | 6.28% | 5.49% | 656 | +12,784 | 21.9% | Q1 2026 | Apr 17, 2026 |
| Lazard Freres Gestion S.A.S. | History | Reduced | 71,053 | 46,208 | 0.91% | 1.04% | 657 | -13,960 | -16.42% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Reduced | 70,737 | 46,003 | 0.63% | 0.75% | 658 | -6,031 | -7.86% | Q1 2026 | Apr 08, 2026 |
| Addison Capital Co | History | Added to | 70,183 | 45,642 | 8.12% | 7.58% | 659 | +25,681 | 57.71% | Q1 2026 | Apr 29, 2026 |
| Timelo Investment Management Inc. | History | Reduced | 70,000 | 45,523 | 35.9% | 65.31% | 661 | -200,000 | -74.07% | Q1 2026 | May 14, 2026 |
| Fore Capital, LLC | History | New | 70,000 | 45,523 | 28.17% | — | 662 | +70,000 | New | Q1 2026 | May 08, 2026 |
| Archon Partners LLC | History | No change | 70,000 | 45,523 | 5.39% | 4.99% | 660 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Seven Post Investment Office LP | History | Reduced | 69,811 | 45,400 | 14.67% | 18.44% | 663 | -5,828 | -7.71% | Q1 2026 | May 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 69,780 | 45,380 | 7.76% | 8.14% | 664 | -600 | -0.85% | Q1 2026 | May 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 69,499 | 45,198 | 0.33% | 0.27% | 665 | +12,924 | 22.84% | Q1 2026 | May 15, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 65,851 | 45,180 | 8.81% | 8.85% | 666 | -169 | -0.26% | Q1 2026 | Apr 14, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 69,460 | 45,172 | 4.63% | 2.8% | 667 | +31,020 | 80.7% | Q1 2026 | May 06, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 66,171 | 45,123 | 4.15% | 4.06% | 668 | -1 | -0.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 72,294 | 45,107 | 1.98% | 2.22% | 669 | +3,202 | 4.63% | Q1 2026 | Apr 28, 2026 |
| Madison Asset Management, LLC | History | Added to | 68,631 | 44,633 | 0.55% | 0.5% | 670 | +4,593 | 7.17% | Q1 2026 | May 07, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 68,449 | 44,515 | 3.07% | 3.16% | 671 | -43 | -0.06% | Q1 2026 | May 05, 2026 |
| AXA S.A. | History | No change | 67,929 | 44,176 | 17.23% | 21.92% | 672 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 67,850 | 44,125 | 10.39% | 10.73% | 673 | +1,404 | 2.11% | Q1 2026 | May 05, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 68,964 | 44,104 | 0.61% | 0.47% | 674 | +13,317 | 23.93% | Q1 2026 | Apr 22, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 64,519 | 43,996 | 3.94% | 3.94% | 675 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bleichroeder LP | History | Added to | 67,645 | 43,992 | 7.6% | 3.91% | 676 | +35,075 | 107.69% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 67,261 | 43,742 | 6.75% | 7.01% | 677 | +2,486 | 3.84% | Q1 2026 | May 06, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 67,041 | 43,599 | 5.35% | 5.77% | 678 | -560 | -0.83% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 67,028 | 43,592 | 0.43% | 0.5% | 679 | +986 | 1.49% | Q1 2026 | May 12, 2026 |
| Socha Financial Group, LLC | History | Added to | 66,969 | 43,552 | 22.09% | 21.46% | 680 | +2,464 | 3.82% | Q1 2026 | Apr 30, 2026 |
| Verger Capital Management LLC | History | Reduced | 66,919 | 43,520 | 12.83% | 13.53% | 681 | -120 | -0.18% | Q1 2026 | May 13, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 63,811 | 43,513 | 12.53% | 12.53% | 682 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 66,785 | 43,432 | 0.7% | 1.02% | 683 | -25,959 | -27.99% | Q1 2026 | Apr 27, 2026 |
| Inscription Capital, LLC | History | Reduced | 66,543 | 43,275 | 4.55% | 4.74% | 684 | -1,145 | -1.69% | Q1 2026 | Apr 20, 2026 |
| Weiss Asset Management LP | History | Added to | 66,500 | 43,247 | 0.73% | 0.44% | 685 | +20,000 | 43.01% | Q1 2026 | May 15, 2026 |
| Lutz Financial Services LLC | History | Reduced | 66,202 | 43,053 | 2.89% | 3.1% | 686 | -669 | -1.0% | Q1 2026 | May 04, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 66,125 | 43,003 | 28.11% | 29.58% | 687 | -1,721 | -2.54% | Q1 2026 | May 08, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 65,815 | 42,802 | 27.96% | 29.96% | 688 | -2,150 | -3.16% | Q1 2026 | Apr 21, 2026 |
| L & S Advisors Inc | History | Added to | 65,632 | 42,683 | 5.37% | 1.77% | 689 | +37,471 | 133.06% | Q1 2026 | May 11, 2026 |
| Thoma Capital Management LLC | History | Added to | 65,520 | 42,610 | 25.2% | 25.53% | 690 | +523 | 0.8% | Q1 2026 | Apr 20, 2026 |
| Beacon Bank & Trust | History | Reduced | 65,314 | 42,476 | 8.71% | 9.54% | 691 | -3,665 | -5.31% | Q1 2026 | Apr 28, 2026 |
| Wernau Asset Management Inc. | History | Reduced | 65,308 | 42,472 | 29.62% | 40.64% | 692 | -44,840 | -40.71% | Q1 2026 | Apr 22, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 58,361 | 42,240 | 9.47% | 10.56% | 693 | -4,379 | -6.98% | Q1 2026 | May 08, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 64,865 | 42,236 | 2.26% | 3.17% | 694 | -1,479 | -2.23% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 78,979 | 42,222 | 1.0% | 1.01% | 695 | +18,210 | 29.97% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | Added to | 64,665 | 42,054 | 2.55% | 2.77% | 696 | +21 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Empowered Funds, LLC | History | Added to | 63,964 | 41,598 | 0.27% | 0.55% | 697 | +16,488 | 34.73% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 63,806 | 41,495 | 3.71% | — | 698 | +63,806 | New | Q1 2026 | Apr 08, 2026 |
| Wallace Hart LLC | History | Reduced | 63,699 | 41,426 | 57.08% | 35.0% | 699 | -5,948 | -8.54% | Q1 2026 | May 08, 2026 |
| Curtis Advisory Group, LLC | History | No change | 63,429 | 41,250 | 8.89% | 9.07% | 700 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 63,251 | 41,134 | 3.8% | 4.01% | 701 | -4,998 | -7.32% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | Reduced | 63,181 | 41,089 | 4.24% | 4.96% | 702 | -5,775 | -8.37% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 63,041 | 40,998 | 0.35% | 0.47% | 703 | -31,890 | -33.59% | Q1 2026 | May 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 62,949 | 40,938 | 6.55% | 6.94% | 704 | -1,363 | -2.12% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 62,933 | 40,927 | 0.4% | 0.39% | 705 | +435 | 0.7% | Q1 2026 | May 08, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Reduced | 62,835 | 40,864 | 23.74% | 23.65% | 706 | -175 | -0.28% | Q1 2026 | May 01, 2026 |
| SJBENEN ADVISORY, LLC | History | Reduced | 62,651 | 40,744 | 34.0% | 12.03% | 707 | -29,957 | -32.35% | Q1 2026 | Apr 13, 2026 |
| Caldwell Trust Co | History | Added to | 62,622 | 40,725 | 3.64% | 3.73% | 708 | +1,020 | 1.66% | Q1 2026 | Apr 22, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 62,546 | 40,676 | 13.29% | 13.9% | 709 | -135 | -0.22% | Q1 2026 | Apr 10, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 62,460 | 40,620 | 1.7% | 1.69% | 710 | -196 | -0.31% | Q1 2026 | Apr 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 62,458 | 40,619 | 0.82% | 1.03% | 711 | -11,297 | -15.32% | Q1 2026 | May 14, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 62,441 | 40,607 | 13.96% | 14.17% | 712 | +3,450 | 5.85% | Q1 2026 | May 08, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 62,301 | 40,516 | 6.07% | 11.75% | 713 | -50,597 | -44.82% | Q1 2026 | Apr 24, 2026 |
| Capital World Investors | History | Added to | 64,032 | 40,466 | 0.01% | 0.0% | 714 | +11,466 | 21.81% | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 62,202 | 40,452 | 11.13% | 13.72% | 715 | -1,604 | -2.51% | Q1 2026 | May 12, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Reduced | 61,881 | 40,354 | 7.98% | 8.85% | 716 | -4,021 | -6.1% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 62,017 | 40,332 | 1.47% | 1.6% | 717 | +11,235 | 22.12% | Q1 2026 | May 19, 2026 |
| SNS Financial Group, LLC | History | Reduced | 61,814 | 40,311 | 3.47% | 3.68% | 718 | -741 | -1.18% | Q1 2026 | Apr 14, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 61,867 | 40,234 | 0.22% | 0.25% | 719 | +4,864 | 8.53% | Q1 2026 | May 15, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 61,756 | 40,162 | 8.95% | 9.65% | 720 | +1,066 | 1.76% | Q1 2026 | Apr 22, 2026 |
| Calamos Wealth Management LLC | History | Added to | 61,499 | 40,045 | 1.38% | 1.35% | 721 | +3,845 | 6.67% | Q1 2026 | May 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 61,574 | 40,044 | 0.02% | 0.02% | 722 | -29 | -0.05% | Q1 2026 | May 04, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 61,499 | 39,995 | 0.67% | 0.8% | 723 | -8,590 | -12.26% | Q1 2026 | May 05, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 61,397 | 39,928 | 14.19% | 14.85% | 724 | +199 | 0.33% | Q1 2026 | Apr 22, 2026 |
| GM Advisory Group, LLC | History | Added to | 61,322 | 39,880 | 1.54% | 1.63% | 725 | +335 | 0.55% | Q1 2026 | Apr 28, 2026 |
| Evansbrook LLC | History | No change | 58,475 | 39,875 | 26.67% | 26.67% | 726 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Aviso Financial Inc. | History | Reduced | 61,184 | 39,786 | 1.41% | 1.61% | 727 | -775 | -1.25% | Q1 2026 | May 13, 2026 |
| 11 Capital Partners LP | History | Added to | 61,000 | 39,670 | 11.38% | 7.5% | 728 | +21,000 | 52.5% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 60,789 | 39,533 | 2.3% | 2.48% | 729 | -642 | -1.05% | Q1 2026 | Apr 30, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 60,317 | 39,450 | 2.1% | 2.28% | 730 | -11,555 | -16.08% | Q1 2026 | May 12, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 52,999 | 39,341 | 2.34% | 2.33% | 731 | +609 | 1.16% | Q1 2026 | May 14, 2026 |
| Financial Partners Group, Inc | History | Reduced | 60,437 | 39,304 | 4.7% | 4.86% | 732 | -271 | -0.45% | Q1 2026 | Apr 10, 2026 |
| Whitford Management LLC | History | Added to | 60,386 | 39,271 | 40.12% | 27.33% | 733 | +20,927 | 53.03% | Q1 2026 | May 15, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 59,811 | 38,897 | 1.03% | 1.05% | 734 | -388 | -0.64% | Q1 2026 | May 01, 2026 |
| HANOVER ADVISORS INC | History | Added to | 59,612 | 38,768 | 15.76% | 15.65% | 735 | +518 | 0.88% | Q1 2026 | May 07, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 59,395 | 38,626 | 12.9% | 13.42% | 736 | -361 | -0.6% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 59,371 | 38,610 | 0.96% | 0.96% | 737 | +2,317 | 4.06% | Q1 2026 | Apr 29, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 59,052 | 38,510 | 10.97% | 11.67% | 738 | -1,955 | -3.2% | Q1 2026 | Apr 07, 2026 |
| ASPIRIANT, LLC | History | Reduced | 59,098 | 38,434 | 1.09% | 1.17% | 739 | -734 | -1.23% | Q1 2026 | May 12, 2026 |
| Family Manage LLC | History | Added to | 58,886 | 38,295 | 4.59% | 3.77% | 740 | +15,131 | 34.58% | Q1 2026 | May 15, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 58,812 | 38,247 | 15.21% | 15.22% | 741 | +1,845 | 3.24% | Q1 2026 | Apr 28, 2026 |
| Argent Trust Co | History | Reduced | 58,709 | 38,180 | 1.3% | 1.41% | 742 | -1,794 | -2.97% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 58,600 | 38,109 | 0.19% | 0.19% | 743 | +4,000 | 7.33% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 58,468 | 38,024 | 1.11% | 1.15% | 744 | +570 | 0.98% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 58,427 | 37,997 | 0.62% | 0.73% | 745 | -3,372 | -5.46% | Q1 2026 | Apr 22, 2026 |
| Capasso Planning Partners LLC | History | No change | 55,703 | 37,984 | 20.81% | 20.81% | 746 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Added to | 58,090 | 37,778 | 0.03% | 0.03% | 747 | +147 | 0.25% | Q1 2026 | May 14, 2026 |
| 71 West Capital Partners | History | Added to | 57,699 | 37,523 | 1.65% | 1.46% | 748 | +11,014 | 23.59% | Q1 2026 | May 06, 2026 |
| Spire Wealth Management | History | Reduced | 57,430 | 37,348 | 1.27% | 1.34% | 749 | -1,358 | -2.31% | Q1 2026 | Apr 22, 2026 |
| TIG Advisors, LLC | History | Added to | 57,372 | 37,314 | 1.72% | 1.81% | 750 | +174 | 0.3% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 57,300 | 37,264 | 0.04% | 0.07% | 751 | -41,700 | -42.12% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 57,041 | 37,198 | 1.35% | 1.5% | 752 | -1,704 | -2.9% | Q1 2026 | May 07, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 57,179 | 37,185 | 1.4% | 1.45% | 753 | +164 | 0.29% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 64,281 | 37,144 | 1.19% | 0.59% | 754 | +4,806 | 8.08% | Q1 2026 | Apr 29, 2026 |
| Anchor Capital Management Group Inc | History | No change | 57,000 | 37,069 | 25.78% | 25.29% | 755 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| OAKMONT Corp | History | Added to | 56,725 | 36,890 | 7.01% | 6.28% | 756 | +3,484 | 6.54% | Q1 2026 | May 12, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 56,677 | 36,858 | 12.38% | 13.16% | 757 | -1,999 | -3.41% | Q1 2026 | Apr 03, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 56,650 | 36,842 | 1.14% | 1.31% | 758 | -1,747 | -2.99% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 56,530 | 36,764 | 1.75% | 1.98% | 759 | -6,907 | -10.89% | Q1 2026 | May 18, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 56,299 | 36,613 | 0.75% | 0.71% | 760 | +3,752 | 7.14% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 56,275 | 36,598 | 0.28% | 0.29% | 761 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mechanics Bank Trust Department | History | Added to | 56,180 | 36,536 | 5.06% | 4.93% | 762 | +978 | 1.77% | Q1 2026 | Apr 09, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Reduced | 55,809 | 36,395 | 5.08% | 5.88% | 763 | -4,402 | -7.31% | Q1 2026 | Apr 21, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 55,958 | 36,391 | 15.27% | 15.27% | 764 | -1,274 | -2.23% | Q1 2026 | Apr 29, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 55,865 | 36,341 | 10.75% | 11.57% | 765 | -487 | -0.86% | Q1 2026 | May 04, 2026 |
| Cercano Management LLC | History | No change | 55,788 | 36,281 | 1.57% | 1.44% | 766 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 55,754 | 36,259 | 1.61% | 1.63% | 767 | +2,501 | 4.7% | Q1 2026 | May 05, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 53,028 | 36,173 | 14.89% | 14.89% | 768 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 55,512 | 36,101 | 5.56% | 5.32% | 769 | -420 | -0.75% | Q1 2026 | May 06, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 55,430 | 36,048 | 5.05% | 5.25% | 770 | -1,094 | -1.94% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 55,248 | 36,029 | 1.96% | 2.08% | 771 | +35 | 0.06% | Q1 2026 | May 06, 2026 |
| HM PAYSON & CO | History | Added to | 55,117 | 35,844 | 0.52% | 0.48% | 772 | +5,592 | 11.29% | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 54,971 | 35,750 | 1.39% | 2.14% | 773 | +26,838 | 95.4% | Q1 2026 | May 15, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 54,596 | 35,578 | 7.27% | 7.37% | 774 | +10,177 | 22.91% | Q1 2026 | Apr 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 54,571 | 35,489 | 0.15% | 0.16% | 775 | -1,672 | -2.97% | Q1 2026 | May 08, 2026 |
| Carnegie Investment Counsel | History | Reduced | 54,404 | 35,381 | 0.69% | 0.9% | 776 | -16,851 | -23.65% | Q1 2026 | May 01, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 54,377 | 35,363 | 8.85% | 9.24% | 777 | -1,990 | -3.53% | Q1 2026 | Apr 28, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 54,201 | 35,249 | 2.95% | 3.18% | 778 | -3,471 | -6.02% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 54,144 | 35,212 | 0.92% | 0.01% | 779 | +53,457 | 7781.22% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Added to | 54,113 | 35,192 | 2.26% | 2.3% | 780 | +2,046 | 3.93% | Q1 2026 | May 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 53,950 | 35,085 | 1.93% | 1.96% | 781 | -347 | -0.64% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 53,356 | 34,699 | 0.79% | 0.77% | 782 | +766 | 1.46% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 54,803 | 34,633 | 5.27% | 7.99% | 783 | -21,084 | -27.78% | Q1 2026 | May 07, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 53,247 | 34,628 | 14.18% | 14.17% | 784 | +3,695 | 7.46% | Q1 2026 | Apr 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 52,993 | 34,552 | 3.83% | 4.11% | 785 | -563 | -1.05% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 53,006 | 34,471 | 0.47% | 0.52% | 786 | -312 | -0.59% | Q1 2026 | May 12, 2026 |
| FARMERS TRUST CO | History | Added to | 52,953 | 34,437 | 5.41% | 5.73% | 787 | +1,411 | 2.74% | Q1 2026 | Apr 07, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 52,408 | 34,083 | 1.84% | 1.97% | 788 | -72 | -0.14% | Q1 2026 | May 06, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | New | 52,300 | 34,012 | 2.72% | — | 789 | +52,300 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 123,080 | 33,936 | 1.08% | 1.23% | 790 | -894 | -0.72% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 49,553 | 33,790 | 2.51% | 2.51% | 791 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Curated Wealth Partners LLC | History | Added to | 51,917 | 33,763 | 4.25% | 3.82% | 792 | +143 | 0.28% | Q1 2026 | Apr 09, 2026 |
| Momentum Wealth Planning, LLC | History | Reduced | 50,904 | 33,712 | 29.96% | 27.24% | 793 | -147 | -0.29% | Q1 2026 | May 07, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 51,690 | 33,616 | 6.91% | 7.16% | 794 | +205 | 0.4% | Q1 2026 | Apr 24, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 51,689 | 33,615 | 8.43% | 8.92% | 795 | +62 | 0.12% | Q1 2026 | May 11, 2026 |
| Granite FO LLC | History | Added to | 51,629 | 33,576 | 19.87% | 18.75% | 796 | +87 | 0.17% | Q1 2026 | May 12, 2026 |
| Meritage Group LP | History | New | 51,554 | 33,527 | 1.27% | — | 797 | +51,554 | New | Q1 2026 | May 14, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 51,545 | 33,521 | 5.75% | 8.19% | 798 | +109 | 0.21% | Q1 2026 | Apr 09, 2026 |
| Clarius Group, LLC | History | No change | 49,026 | 33,431 | 1.91% | 1.91% | 799 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 51,382 | 33,415 | 1.38% | 1.13% | 800 | +6,242 | 13.83% | Q1 2026 | May 14, 2026 |
| CULLINAN ASSOCIATES INC | History | Reduced | 51,188 | 33,289 | 2.69% | 2.63% | 801 | -5,673 | -9.98% | Q1 2026 | May 01, 2026 |
| Ninepoint Partners LP | History | No change | 48,800 | 33,277 | 3.68% | 3.68% | 802 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 51,130 | 33,251 | 0.24% | 0.49% | 803 | -36,437 | -41.61% | Q1 2026 | May 15, 2026 |
| JCP Investment Management, LLC | History | Added to | 50,944 | 33,222 | 22.1% | 18.86% | 804 | +15,949 | 45.58% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 51,057 | 33,204 | 3.67% | 3.55% | 805 | +4,619 | 9.95% | Q1 2026 | Apr 15, 2026 |
| MTC Wealth Management LLC | History | Reduced | 50,988 | 33,159 | 15.75% | 18.78% | 806 | -7,700 | -13.12% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 50,933 | 33,123 | 0.48% | 0.54% | 807 | -1,084 | -2.08% | Q1 2026 | Apr 17, 2026 |
| Wind River Trust Co | History | No change | 50,618 | 32,918 | 12.41% | 12.89% | 808 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kellett Wealth Advisors, LLC | History | Reduced | 50,431 | 32,797 | 17.78% | 21.84% | 809 | -5,643 | -10.06% | Q1 2026 | May 04, 2026 |
| Hobart Private Capital, LLC | History | Added to | 50,375 | 32,760 | 6.44% | 6.05% | 810 | +4,934 | 10.86% | Q1 2026 | Apr 07, 2026 |
| Roth Financial Partners LLC | History | Reduced | 50,382 | 32,697 | 11.16% | 11.95% | 811 | -2,697 | -5.08% | Q1 2026 | Apr 21, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 50,211 | 32,655 | 9.02% | 9.42% | 812 | -3,816 | -7.06% | Q1 2026 | May 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 50,111 | 32,589 | 2.09% | 2.16% | 813 | -172 | -0.34% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 50,085 | 32,572 | 2.23% | 2.43% | 814 | -1,696 | -3.28% | Q1 2026 | Apr 21, 2026 |
| BIRINYI ASSOCIATES INC | History | Reduced | 50,015 | 32,527 | 8.86% | 8.66% | 815 | -754 | -1.49% | Q1 2026 | May 04, 2026 |
| Edenbrook Capital, LLC | History | Reduced | 50,000 | 32,517 | 10.13% | 12.72% | 816 | -50,000 | -50.0% | Q1 2026 | May 14, 2026 |
| Ursa Fund Management, LLC | History | New | 50,000 | 32,517 | 30.24% | — | 818 | +50,000 | New | Q1 2026 | May 15, 2026 |
| ELWOOD CAPITAL PARTNERS LP | History | Added to | 50,000 | 32,517 | 16.49% | 10.14% | 817 | +25,000 | 100.0% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 49,936 | 32,475 | 1.44% | 1.1% | 819 | +15,160 | 43.59% | Q1 2026 | May 12, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 49,866 | 32,430 | 16.06% | 16.33% | 820 | -734 | -1.45% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 49,763 | 32,363 | 0.58% | 0.58% | 821 | +3,146 | 6.75% | Q1 2026 | May 07, 2026 |
| Calydon Capital | History | Added to | 49,696 | 32,319 | 5.28% | 5.49% | 822 | +1,931 | 4.04% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 49,688 | 32,314 | 2.58% | 2.8% | 823 | -299 | -0.6% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 49,651 | 32,290 | 17.11% | 18.59% | 824 | +716 | 1.46% | Q1 2026 | May 13, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 49,639 | 32,282 | 6.98% | 7.33% | 825 | -652 | -1.3% | Q1 2026 | Apr 29, 2026 |
| MKT Advisors LLC | History | Reduced | 48,925 | 32,252 | 10.81% | 11.73% | 826 | -1,056 | -2.11% | Q1 2026 | Apr 10, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 49,400 | 32,126 | 9.8% | 10.2% | 827 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 49,948 | 31,916 | 0.99% | 1.0% | 828 | +502 | 1.02% | Q1 2026 | May 11, 2026 |
| GeoSphere Capital Management, LLC | History | Reduced | 49,000 | 31,866 | 13.93% | 32.3% | 829 | -94,900 | -65.95% | Q1 2026 | May 15, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | New | 49,000 | 31,866 | 4.06% | — | 830 | +49,000 | New | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 48,897 | 31,800 | 0.56% | 0.71% | 831 | -12,837 | -20.79% | Q1 2026 | May 11, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 48,863 | 31,777 | 4.16% | 4.87% | 832 | +452 | 0.93% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 48,601 | 31,607 | 2.37% | 2.58% | 833 | -1,928 | -3.82% | Q1 2026 | Apr 14, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 48,552 | 31,575 | 12.75% | 13.34% | 834 | +295 | 0.61% | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 48,438 | 31,501 | 0.94% | 1.0% | 835 | +43 | 0.09% | Q1 2026 | May 13, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 48,380 | 31,463 | 7.68% | 8.04% | 836 | +569 | 1.19% | Q1 2026 | May 12, 2026 |
| True North Advisors, LLC | History | Reduced | 48,141 | 31,307 | 3.57% | 4.4% | 837 | -1,813 | -3.63% | Q1 2026 | May 07, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 47,943 | 31,179 | 17.79% | 17.7% | 838 | +1,627 | 3.51% | Q1 2026 | Apr 09, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 47,871 | 31,132 | 0.52% | 0.57% | 839 | -4,805 | -9.12% | Q1 2026 | May 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 47,820 | 31,099 | 3.57% | 2.71% | 840 | +13,284 | 38.46% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 47,752 | 31,054 | 0.98% | 0.95% | 841 | +9,378 | 24.44% | Q1 2026 | May 07, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 47,624 | 30,971 | 4.93% | 5.08% | 842 | +130 | 0.27% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 47,270 | 30,741 | 1.72% | 1.86% | 843 | -686 | -1.43% | Q1 2026 | Apr 24, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 47,237 | 30,720 | 5.54% | 5.22% | 844 | -481 | -1.01% | Q1 2026 | Apr 29, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 481,472 | 30,455 | 17.8% | 18.52% | 845 | +488 | 0.1% | Q1 2026 | Apr 08, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 46,742 | 30,398 | 1.75% | 1.96% | 846 | -1,319 | -2.74% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 46,696 | 30,367 | 0.86% | 0.86% | 847 | +6,330 | 15.68% | Q1 2026 | Apr 09, 2026 |
| BSW Wealth Partners | History | Reduced | 46,359 | 30,149 | 3.68% | 3.81% | 848 | -242 | -0.52% | Q1 2026 | Apr 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 46,256 | 30,082 | 2.19% | 2.33% | 849 | +1,059 | 2.34% | Q1 2026 | May 05, 2026 |
| Independent Family Office, LLC | History | Reduced | 46,213 | 30,054 | 12.37% | 13.16% | 850 | -7 | -0.02% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 46,195 | 30,042 | 0.05% | 0.02% | 851 | +31,929 | 223.81% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 45,863 | 29,826 | 1.16% | 1.15% | 852 | +638 | 1.41% | Q1 2026 | May 12, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 45,505 | 29,808 | 5.3% | 5.13% | 853 | -559 | -1.21% | Q1 2026 | May 08, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 45,785 | 29,775 | 0.44% | 0.46% | 854 | -265 | -0.58% | Q1 2026 | May 12, 2026 |
| WELCH & FORBES LLC | History | Reduced | 45,628 | 29,673 | 0.38% | 0.46% | 855 | -10,530 | -18.75% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Added to | 45,452 | 29,559 | 1.38% | 1.44% | 856 | +511 | 1.14% | Q1 2026 | Apr 27, 2026 |
| Vavra Capital Management, LLC | History | Added to | 45,443 | 29,553 | 28.73% | 29.94% | 857 | +744 | 1.66% | Q1 2026 | Apr 27, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 45,428 | 29,543 | 2.81% | 2.29% | 858 | +10,505 | 30.08% | Q1 2026 | Apr 09, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 45,410 | 29,531 | 12.16% | 15.27% | 859 | -11,587 | -20.33% | Q1 2026 | Apr 22, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 45,363 | 29,501 | 0.42% | 0.41% | 860 | -1,453 | -3.1% | Q1 2026 | Apr 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 45,208 | 29,401 | 1.51% | 1.6% | 861 | +726 | 1.63% | Q1 2026 | Apr 15, 2026 |
| AMARILLO NATIONAL BANK | History | Added to | 45,088 | 29,322 | 5.18% | 5.37% | 862 | +213 | 0.47% | Q1 2026 | Apr 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 45,026 | 29,282 | 0.35% | 0.35% | 863 | -136 | -0.3% | Q1 2026 | May 15, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 45,008 | 29,270 | 13.92% | 10.72% | 864 | +1,255 | 2.87% | Q1 2026 | Apr 27, 2026 |
| DSC Meridian Capital LP | History | Reduced | 45,000 | 29,265 | 9.0% | 35.88% | 865 | -155,000 | -77.5% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Reduced | 44,995 | 29,262 | 0.76% | 0.9% | 866 | -3,196 | -6.63% | Q1 2026 | May 12, 2026 |
| Heritage Trust Co | History | Added to | 44,891 | 29,194 | 2.93% | 3.03% | 867 | +1,258 | 2.88% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 41,454 | 29,015 | 1.75% | 3.68% | 868 | -41,060 | -49.76% | Q1 2026 | Apr 20, 2026 |
| Aragon Global Management, LP | History | No change | 44,580 | 28,992 | 20.23% | 9.23% | 869 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Constant Guidance Financial LLC | History | Reduced | 44,451 | 28,908 | 19.99% | 25.14% | 870 | -7,952 | -15.17% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 44,295 | 28,894 | 6.72% | 6.51% | 871 | +2,433 | 5.81% | Q1 2026 | May 13, 2026 |
| Second Line Capital, LLC | History | Added to | 40,114 | 28,828 | 5.46% | 4.58% | 872 | +7,512 | 23.04% | Q1 2026 | May 14, 2026 |
| Elequin Capital, LP | History | Reduced | 44,279 | 28,796 | 2.42% | 2.28% | 873 | -740 | -1.64% | Q1 2026 | May 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 44,183 | 28,734 | 1.91% | 2.19% | 874 | -6,510 | -12.84% | Q1 2026 | May 13, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 44,069 | 28,659 | 27.16% | 29.52% | 875 | +82 | 0.19% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 44,018 | 28,626 | 0.5% | 2.36% | 876 | -145,982 | -76.83% | Q1 2026 | Apr 20, 2026 |
| Firestone Capital Management | History | Reduced | 43,825 | 28,501 | 5.93% | 6.42% | 877 | -585 | -1.32% | Q1 2026 | May 08, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 43,754 | 28,454 | 2.53% | 2.74% | 878 | -37 | -0.08% | Q1 2026 | May 01, 2026 |
| ARS Investment Partners, LLC | History | Added to | 43,715 | 28,429 | 1.48% | 1.72% | 879 | +646 | 1.5% | Q1 2026 | Apr 16, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 43,695 | 28,416 | 0.63% | 0.66% | 880 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 43,630 | 28,374 | 0.97% | 1.27% | 881 | -9,536 | -17.94% | Q1 2026 | Apr 07, 2026 |
| MOTCO | History | Reduced | 43,605 | 28,358 | 2.62% | 2.79% | 882 | -1,460 | -3.24% | Q1 2026 | Apr 22, 2026 |
| XTX Topco Ltd | History | Added to | 43,555 | 28,325 | 0.49% | 0.64% | 883 | +7,617 | 21.19% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 43,414 | 28,170 | 0.24% | 0.27% | 884 | -3,269 | -7.0% | Q1 2026 | May 14, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 43,200 | 28,095 | 2.42% | 2.55% | 885 | -694 | -1.58% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 42,996 | 28,039 | 0.61% | 0.65% | 886 | +474 | 1.11% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 42,526 | 27,889 | 2.49% | 2.59% | 887 | -115 | -0.27% | Q1 2026 | May 11, 2026 |
| BlueCrest Capital Management Ltd | History | Added to | 42,800 | 27,834 | 1.64% | 0.24% | 888 | +31,300 | 272.17% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 42,661 | 27,820 | 0.74% | 0.74% | 889 | +840 | 2.01% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 39,821 | 27,762 | 0.48% | 0.59% | 890 | -7,795 | -16.37% | Q1 2026 | May 15, 2026 |
| LVW Advisors, LLC | History | Added to | 42,634 | 27,726 | 2.64% | 0.36% | 891 | +37,381 | 711.61% | Q1 2026 | Apr 20, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 42,575 | 27,688 | 14.08% | 13.71% | 892 | +3,631 | 9.32% | Q1 2026 | May 05, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 42,423 | 27,665 | 1.45% | 1.59% | 893 | +200 | 0.47% | Q1 2026 | Apr 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 42,215 | 27,454 | 2.07% | 2.21% | 894 | +2,006 | 4.99% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 42,107 | 27,384 | 0.42% | 0.45% | 895 | -3,133 | -6.93% | Q1 2026 | May 01, 2026 |
| GREENLEAF TRUST | History | Added to | 42,016 | 27,324 | 0.27% | 0.26% | 896 | +590 | 1.42% | Q1 2026 | Apr 27, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 41,980 | 27,301 | 1.14% | 1.16% | 897 | +2,976 | 7.63% | Q1 2026 | Apr 30, 2026 |
| Norris Financial Group, LLC | History | Reduced | 41,933 | 27,270 | 8.9% | 14.77% | 898 | -21,802 | -34.21% | Q1 2026 | May 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 37,912 | 27,221 | 0.35% | 0.34% | 899 | -513 | -1.34% | Q1 2026 | May 06, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 41,774 | 27,167 | 0.64% | 0.42% | 900 | +12,445 | 42.43% | Q1 2026 | May 15, 2026 |
| Truxt Investmentos Ltda. | History | New | 41,764 | 27,160 | 17.44% | — | 901 | +41,764 | New | Q1 2026 | May 05, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 41,466 | 27,041 | 4.9% | 5.37% | 902 | +206 | 0.5% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 41,518 | 27,000 | 0.05% | 0.05% | 903 | +2 | 0.0% | Q1 2026 | May 14, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 41,347 | 26,964 | 7.4% | 7.53% | 904 | -416 | -1.0% | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 41,455 | 26,959 | 4.68% | 4.93% | 905 | -493 | -1.18% | Q1 2026 | Apr 17, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 41,367 | 26,902 | 8.31% | 8.4% | 906 | -388 | -0.93% | Q1 2026 | Apr 28, 2026 |
| Cadence Bank | History | No change | 39,402 | 26,869 | 1.57% | 1.57% | 907 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 41,197 | 26,866 | 5.69% | 4.85% | 908 | +12,848 | 45.32% | Q1 2026 | May 12, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 40,982 | 26,722 | 0.99% | 2.19% | 909 | +20,986 | 104.95% | Q1 2026 | May 14, 2026 |
| Capital Research Global Investors | History | Added to | 42,207 | 26,673 | 0.0% | 0.0% | 910 | +16,250 | 62.6% | Q1 2026 | May 13, 2026 |
| Erste Asset Management GmbH | History | Reduced | 41,878 | 26,538 | 0.25% | 0.27% | 911 | -5,591 | -11.78% | Q1 2026 | May 11, 2026 |
| Visualize Group LP | History | Added to | 40,751 | 26,502 | 10.91% | 8.83% | 912 | +6,071 | 17.51% | Q1 2026 | May 15, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 40,566 | 26,381 | 1.0% | 1.27% | 913 | -3,348 | -7.62% | Q1 2026 | Apr 29, 2026 |
| TEXAS PERMANENT SCHOOL FUND CORP | History | Added to | 40,540 | 26,364 | 0.98% | 1.12% | 914 | +4,500 | 12.49% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 40,534 | 26,360 | 0.7% | 0.72% | 915 | -6,033 | -12.96% | Q1 2026 | May 11, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 40,500 | 26,337 | 10.26% | 10.59% | 916 | -62 | -0.15% | Q1 2026 | Apr 29, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 40,371 | 26,254 | 0.29% | 0.24% | 917 | +2,356 | 6.2% | Q1 2026 | Apr 13, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 40,320 | 26,221 | 7.38% | 5.86% | 918 | +8,997 | 28.72% | Q1 2026 | Apr 20, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 40,305 | 26,211 | 7.26% | 9.08% | 919 | -6,093 | -13.13% | Q1 2026 | Apr 27, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 40,292 | 26,203 | 0.21% | 0.25% | 920 | -6,182 | -13.3% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | Added to | 40,280 | 26,195 | 2.17% | 2.18% | 921 | +73 | 0.18% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 41,110 | 26,156 | 2.36% | 2.62% | 922 | +1,122 | 2.81% | Q1 2026 | May 06, 2026 |
| Kintayl Capital LP | History | New | 40,200 | 26,143 | 13.61% | — | 923 | +40,200 | New | Q1 2026 | May 15, 2026 |
| NEPC LLC | History | Reduced | 40,025 | 26,029 | 0.52% | 0.6% | 924 | -1,378 | -3.33% | Q1 2026 | May 15, 2026 |
| Extract Advisors LLC | History | New | 40,000 | 26,013 | 9.06% | — | 926 | +40,000 | New | Q1 2026 | May 15, 2026 |
| Anson Funds Management LP | History | Reduced | 40,000 | 26,013 | 2.28% | 3.21% | 925 | -10,000 | -20.0% | Q1 2026 | May 14, 2026 |
| Legacy Advisors, LLC | History | Added to | 39,924 | 25,963 | 3.06% | 2.92% | 927 | +45 | 0.11% | Q1 2026 | May 05, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 39,851 | 25,916 | 2.13% | 2.29% | 928 | -443 | -1.1% | Q1 2026 | May 06, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Reduced | 39,694 | 25,814 | 16.6% | 17.02% | 929 | -929 | -2.29% | Q1 2026 | May 11, 2026 |
| LCM Capital Management Inc | History | Reduced | 39,650 | 25,786 | 12.94% | 13.72% | 930 | -1,988 | -4.77% | Q1 2026 | Apr 21, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 39,584 | 25,743 | 1.4% | 1.29% | 931 | +3,629 | 10.09% | Q1 2026 | May 12, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 39,583 | 25,742 | 2.57% | 2.51% | 932 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 39,583 | 25,742 | 2.92% | 3.61% | 933 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 751,234 | 25,725 | 1.93% | 2.12% | 934 | -17,175 | -2.24% | Q1 2026 | May 15, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 39,434 | 25,647 | 6.35% | 9.07% | 935 | -19,346 | -32.91% | Q1 2026 | May 15, 2026 |
| Alphadyne Asset Management LP | History | Reduced | 39,300 | 25,558 | 0.44% | 14.82% | 936 | -890,462 | -95.77% | Q1 2026 | May 15, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 39,199 | 25,492 | 10.79% | 11.18% | 937 | +82 | 0.21% | Q1 2026 | Apr 29, 2026 |
| Quarry LP | History | Added to | 39,196 | 25,490 | 4.57% | 0.8% | 938 | +31,696 | 422.61% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 39,051 | 25,466 | 7.14% | 7.97% | 939 | -9,016 | -18.76% | Q1 2026 | Apr 22, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 39,129 | 25,447 | 3.24% | 3.56% | 940 | -728 | -1.83% | Q1 2026 | Apr 16, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 39,108 | 25,433 | 1.1% | 1.13% | 941 | -582 | -1.47% | Q1 2026 | May 14, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 39,052 | 25,397 | 14.6% | 14.8% | 942 | +571 | 1.48% | Q1 2026 | May 01, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 38,873 | 25,280 | 0.91% | 1.28% | 943 | -14,994 | -27.84% | Q1 2026 | Apr 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 37,191 | 25,270 | 3.04% | 3.13% | 944 | +1,601 | 4.5% | Q1 2026 | Apr 22, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 38,848 | 25,264 | 2.54% | 2.59% | 945 | -54 | -0.14% | Q1 2026 | Apr 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 36,965 | 25,253 | 3.91% | 3.91% | 946 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Tull Financial Group, Inc. | History | Reduced | 38,826 | 25,249 | 11.27% | 11.45% | 947 | -388 | -0.99% | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 38,708 | 25,173 | 0.5% | 0.48% | 948 | +3,058 | 8.58% | Q1 2026 | Apr 17, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 38,685 | 25,158 | 1.04% | 1.14% | 949 | -1,341 | -3.35% | Q1 2026 | Apr 28, 2026 |
| Integrity Financial Corp /WA | History | Added to | 38,476 | 25,091 | 12.48% | 12.98% | 950 | +1,004 | 2.68% | Q1 2026 | May 14, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 38,507 | 25,042 | 3.72% | 4.08% | 951 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 38,365 | 24,950 | 0.87% | 1.02% | 952 | -4,984 | -11.5% | Q1 2026 | May 11, 2026 |
| Taylor Securities Services, Inc. | History | Added to | 38,337 | 24,932 | 11.64% | 11.55% | 953 | +1,222 | 3.29% | Q1 2026 | May 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 38,324 | 24,923 | 2.64% | 3.18% | 954 | -3,696 | -8.8% | Q1 2026 | Apr 20, 2026 |
| Eagle Capital Management, LLC | History | Reduced | 38,235 | 24,866 | 9.8% | 9.54% | 955 | -245 | -0.64% | Q1 2026 | Apr 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 38,092 | 24,772 | 1.6% | 1.61% | 956 | +100 | 0.26% | Q1 2026 | Apr 27, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | Reduced | 37,931 | 24,668 | 3.13% | 12.72% | 957 | -96,625 | -71.81% | Q1 2026 | May 13, 2026 |
| Pertento Partners LLP | History | New | 37,900 | 24,647 | 1.8% | — | 958 | +37,900 | New | Q1 2026 | May 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 36,125 | 24,634 | 3.3% | 3.3% | 959 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 37,835 | 24,605 | 2.13% | 14.68% | 960 | -183,282 | -82.89% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 37,815 | 24,592 | 1.88% | 2.65% | 961 | -13,510 | -26.32% | Q1 2026 | Apr 08, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 37,351 | 24,290 | 1.67% | 2.15% | 962 | -2,261 | -5.71% | Q1 2026 | Apr 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 37,275 | 24,241 | 0.8% | 0.97% | 963 | -7,089 | -15.98% | Q1 2026 | May 15, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 37,224 | 24,208 | 5.67% | 4.59% | 964 | +8,601 | 30.05% | Q1 2026 | Apr 17, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 36,973 | 24,045 | 1.43% | 1.81% | 965 | -8,960 | -19.51% | Q1 2026 | May 11, 2026 |
| SPINNAKER TRUST | History | Reduced | 36,932 | 24,018 | 1.33% | 1.35% | 966 | -46 | -0.12% | Q1 2026 | Apr 23, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 36,698 | 23,866 | 0.29% | 0.28% | 967 | +307 | 0.84% | Q1 2026 | May 05, 2026 |
| McHugh Group, LLC | History | Added to | 36,490 | 23,731 | 14.05% | 13.89% | 968 | +697 | 1.95% | Q1 2026 | Apr 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 36,319 | 23,619 | 0.56% | 0.58% | 969 | +3,353 | 10.17% | Q1 2026 | May 15, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 36,235 | 23,565 | 14.92% | 14.73% | 970 | +2,493 | 7.39% | Q1 2026 | Apr 22, 2026 |
| Strategic Equity Management | History | Reduced | 36,233 | 23,563 | 8.86% | 8.6% | 971 | -945 | -2.54% | Q1 2026 | Apr 21, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 36,142 | 23,504 | 5.53% | 5.4% | 972 | +2,239 | 6.6% | Q1 2026 | Apr 23, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 36,029 | 23,430 | 0.88% | 0.89% | 973 | -3,367 | -8.55% | Q1 2026 | Apr 21, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 35,997 | 23,410 | 7.19% | 7.16% | 974 | -355 | -0.98% | Q1 2026 | Apr 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 35,872 | 23,392 | 0.06% | 0.06% | 975 | -247 | -0.68% | Q1 2026 | May 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 35,928 | 23,365 | 1.95% | 2.01% | 976 | -488 | -1.34% | Q1 2026 | May 11, 2026 |
| Aspen Investment Management Inc | History | Added to | 35,925 | 23,364 | 7.16% | 7.33% | 977 | +271 | 0.76% | Q1 2026 | Apr 15, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 35,888 | 23,339 | 15.58% | 16.13% | 978 | +1,357 | 3.93% | Q1 2026 | May 04, 2026 |
| Aristides Capital LLC | History | Reduced | 35,863 | 23,323 | 5.05% | 4.4% | 979 | -601 | -1.65% | Q1 2026 | May 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 35,594 | 23,148 | 1.81% | 2.03% | 980 | -3,988 | -10.08% | Q1 2026 | Apr 29, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 35,377 | 23,007 | 0.13% | 0.13% | 981 | -467 | -1.3% | Q1 2026 | Apr 22, 2026 |
| FCG Investment Co | History | New | 35,283 | 22,945 | 10.06% | — | 982 | +35,283 | New | Q1 2026 | Apr 09, 2026 |
| SHP Wealth Management | History | Added to | 35,253 | 22,926 | 1.73% | 1.82% | 983 | +987 | 2.88% | Q1 2026 | May 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 35,197 | 22,889 | 0.72% | 0.83% | 984 | -3,153 | -8.22% | Q1 2026 | May 11, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 35,116 | 22,837 | 8.61% | 10.55% | 985 | -5,872 | -14.33% | Q1 2026 | Apr 22, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 35,087 | 22,818 | 1.11% | 0.77% | 986 | +11,681 | 49.91% | Q1 2026 | May 04, 2026 |
| Union Square Park Capital Management, LLC | History | Reduced | 35,000 | 22,761 | 12.93% | 14.75% | 987 | -10,000 | -22.22% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 34,939 | 22,722 | 1.52% | 1.61% | 988 | +93 | 0.27% | Q1 2026 | Apr 10, 2026 |
| Brickley Wealth Management | History | No change | 34,863 | 22,672 | 3.89% | 4.01% | 989 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 34,562 | 22,646 | 1.57% | 1.61% | 990 | +72 | 0.21% | Q1 2026 | May 01, 2026 |
| SFMG, LLC | History | Added to | 34,798 | 22,630 | 1.53% | 0.97% | 991 | +231 | 0.67% | Q1 2026 | May 12, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 32,573 | 22,620 | 12.81% | 13.56% | 992 | +261 | 0.81% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 34,781 | 22,619 | 2.87% | 2.95% | 993 | -371 | -1.06% | Q1 2026 | May 11, 2026 |
| Banque de Luxembourg S.A. | History | No change | 34,768 | 22,611 | 11.7% | 10.1% | 994 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 34,639 | 22,527 | 13.06% | 17.32% | 995 | +445 | 1.3% | Q1 2026 | May 15, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Reduced | 34,600 | 22,501 | 9.16% | 12.14% | 996 | -2,653 | -7.12% | Q1 2026 | May 12, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 34,591 | 22,495 | 5.66% | 6.06% | 997 | +254 | 0.74% | Q1 2026 | Apr 09, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 34,587 | 22,493 | 0.06% | 0.17% | 998 | -70,465 | -67.08% | Q1 2026 | May 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 34,583 | 22,490 | 14.59% | 14.92% | 999 | +3,859 | 12.56% | Q1 2026 | May 08, 2026 |
| Cornerstone Capital, Inc. | History | Added to | 34,310 | 22,313 | 2.23% | 2.27% | 1000 | +507 | 1.5% | Q1 2026 | May 12, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 34,285 | 22,296 | 12.0% | 12.36% | 1001 | +167 | 0.49% | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 34,132 | 22,197 | 14.96% | 15.69% | 1002 | +3,200 | 10.35% | Q1 2026 | May 04, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 34,013 | 22,195 | 20.57% | 25.35% | 1003 | -7,218 | -17.51% | Q1 2026 | May 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 34,058 | 22,149 | 1.48% | 2.06% | 1004 | +749 | 2.25% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 33,988 | 22,103 | 1.97% | 1.98% | 1005 | +758 | 2.28% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 33,967 | 22,072 | 0.22% | 0.27% | 1006 | +2,041 | 6.39% | Q1 2026 | May 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 33,881 | 22,033 | 0.5% | 0.3% | 1007 | +14,791 | 77.48% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 33,853 | 22,015 | 0.45% | 0.44% | 1008 | +1,851 | 5.78% | Q1 2026 | Apr 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 33,820 | 21,994 | 6.08% | 6.48% | 1009 | -575 | -1.67% | Q1 2026 | May 08, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 33,809 | 21,987 | 6.41% | 6.92% | 1010 | -983 | -2.83% | Q1 2026 | Apr 20, 2026 |
| E&G Advisors, LP | History | Added to | 33,808 | 21,986 | 4.89% | 5.11% | 1011 | +294 | 0.88% | Q1 2026 | Apr 21, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 33,752 | 21,950 | 1.29% | 1.35% | 1012 | -385 | -1.13% | Q1 2026 | Apr 20, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 33,739 | 21,941 | 4.18% | 3.52% | 1013 | -359 | -1.05% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 30,498 | 21,917 | 1.72% | 1.69% | 1014 | +1,726 | 6.0% | Q1 2026 | May 01, 2026 |
| Hummer Financial Advisory Services Inc | History | Added to | 33,564 | 21,888 | 15.47% | 16.07% | 1015 | +307 | 0.92% | Q1 2026 | Apr 08, 2026 |
| Vise Technologies, Inc. | History | No change | 31,926 | 21,771 | 0.43% | 0.43% | 1016 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 33,349 | 21,688 | 0.21% | 0.23% | 1017 | -1,148 | -3.33% | Q1 2026 | May 14, 2026 |
| SVB WEALTH LLC | History | Reduced | 33,330 | 21,675 | 1.43% | 1.45% | 1018 | -2,612 | -7.27% | Q1 2026 | Apr 17, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 33,316 | 21,666 | 10.41% | 9.99% | 1019 | +2,028 | 6.48% | Q1 2026 | Apr 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 34,266 | 21,653 | 0.03% | 0.03% | 1020 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Royal Capital Wealth Management, LLC | History | Added to | 33,178 | 21,576 | 13.43% | 13.23% | 1021 | +302 | 0.92% | Q1 2026 | May 15, 2026 |
| Tikvah Management LLC | History | No change | 33,104 | 21,528 | 6.67% | 6.03% | 1022 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 33,081 | 21,513 | 0.66% | 0.75% | 1023 | +2,995 | 9.95% | Q1 2026 | May 15, 2026 |
| Nilsine Partners, LLC | History | Reduced | 30,038 | 21,482 | 1.68% | 1.97% | 1024 | -3,318 | -9.95% | Q1 2026 | Apr 29, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 33,000 | 21,461 | 0.85% | 0.89% | 1025 | -1,500 | -4.35% | Q1 2026 | May 01, 2026 |
| TCTC Holdings, LLC | History | Added to | 32,996 | 21,458 | 0.61% | 0.64% | 1026 | +1,574 | 5.01% | Q1 2026 | May 07, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 32,972 | 21,442 | 1.34% | 1.41% | 1027 | +879 | 2.74% | Q1 2026 | Apr 27, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | Added to | 29,507 | 21,337 | 15.98% | 0.21% | 1028 | +29,064 | 6560.72% | Q1 2026 | May 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 33,692 | 21,292 | 1.35% | 1.28% | 1029 | -7,130 | -17.47% | Q1 2026 | Apr 24, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 32,710 | 21,272 | 1.16% | 1.33% | 1030 | -1,205 | -3.55% | Q1 2026 | May 11, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 32,660 | 21,240 | 3.69% | 3.73% | 1031 | +1,269 | 4.04% | Q1 2026 | May 12, 2026 |
| Baron Financial Group, LLC | History | Added to | 32,652 | 21,234 | 11.45% | 11.75% | 1032 | +504 | 1.57% | Q1 2026 | Apr 09, 2026 |
| Clarus Wealth Advisors | History | Reduced | 32,099 | 21,160 | 9.02% | 9.36% | 1033 | -436 | -1.34% | Q1 2026 | Apr 08, 2026 |
| One William Street Capital Management, L.P. | History | New | 32,500 | 21,136 | 1.79% | — | 1034 | +32,500 | New | Q1 2026 | May 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 32,432 | 21,091 | 0.4% | 0.43% | 1035 | -700 | -2.11% | Q1 2026 | May 01, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 32,422 | 21,085 | 3.14% | 3.33% | 1036 | -4,344 | -11.82% | Q1 2026 | Apr 09, 2026 |
| PIONEER TRUST BANK N A/OR | History | Added to | 32,381 | 21,058 | 5.11% | 5.09% | 1037 | +222 | 0.69% | Q1 2026 | Apr 28, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 32,303 | 21,008 | 4.84% | 5.05% | 1038 | -221 | -0.68% | Q1 2026 | Apr 17, 2026 |
| TKG Advisors, LLC | History | Reduced | 32,270 | 20,986 | 8.68% | 8.88% | 1039 | -34 | -0.11% | Q1 2026 | Apr 24, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 32,242 | 20,968 | 1.61% | 2.58% | 1040 | -23,241 | -41.89% | Q1 2026 | May 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 32,069 | 20,855 | 0.3% | 0.34% | 1041 | +1,667 | 5.48% | Q1 2026 | May 11, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 32,042 | 20,837 | 15.25% | 15.83% | 1042 | +333 | 1.05% | Q1 2026 | May 08, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 31,968 | 20,790 | 6.96% | 7.17% | 1043 | +326 | 1.03% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 31,814 | 20,746 | 0.85% | 0.91% | 1044 | -240 | -0.75% | Q1 2026 | May 12, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 31,783 | 20,670 | 2.05% | 2.16% | 1045 | -417 | -1.3% | Q1 2026 | May 07, 2026 |
| Marathon Trading Investment Management LLC | History | Reduced | 31,712 | 20,623 | 0.56% | 1.34% | 1046 | -54,900 | -63.39% | Q1 2026 | May 14, 2026 |
| Bienville Capital Management, LLC | History | Reduced | 31,591 | 20,602 | 3.75% | 3.47% | 1047 | -334 | -1.05% | Q1 2026 | May 13, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 31,659 | 20,589 | 8.58% | 8.41% | 1048 | +2,026 | 6.84% | Q1 2026 | Apr 15, 2026 |
| PEAK6 LLC | History | Added to | 31,602 | 20,552 | 0.05% | 0.04% | 1049 | +1,098 | 3.6% | Q1 2026 | May 13, 2026 |
| Hardy Reed LLC | History | Reduced | 31,453 | 20,455 | 1.49% | 1.53% | 1050 | -8 | -0.03% | Q1 2026 | Apr 28, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 31,452 | 20,454 | 2.32% | 2.42% | 1051 | +235 | 0.75% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 31,360 | 20,394 | 2.7% | 2.93% | 1052 | +284 | 0.91% | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 31,340 | 20,381 | 2.93% | — | 1053 | +31,340 | New | Q1 2026 | May 13, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 28,405 | 20,314 | 6.78% | 6.62% | 1054 | -640 | -2.2% | Q1 2026 | Apr 28, 2026 |
| Tempo Wealth, LLC | History | Added to | 31,219 | 20,303 | 3.54% | 3.44% | 1055 | +2,870 | 10.12% | Q1 2026 | May 14, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 31,402 | 20,287 | 0.35% | 0.34% | 1056 | +872 | 2.86% | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | Reduced | 31,172 | 20,272 | 0.62% | 1.1% | 1057 | -23,938 | -43.44% | Q1 2026 | May 14, 2026 |
| Humankind Investments LLC | History | Reduced | 31,170 | 20,271 | 11.58% | 18.09% | 1058 | -27,970 | -47.29% | Q1 2026 | May 15, 2026 |
| CONTINENTAL ADVISORS LLC | History | Reduced | 31,000 | 20,160 | 10.29% | 25.92% | 1059 | -59,000 | -65.56% | Q1 2026 | May 15, 2026 |
| Columbus Hill Capital Management, L.P. | History | New | 31,000 | 20,160 | 3.0% | — | 1060 | +31,000 | New | Q1 2026 | May 13, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 30,741 | 20,047 | 16.03% | 16.82% | 1062 | -147 | -0.48% | Q1 2026 | May 12, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 30,827 | 20,047 | 5.22% | 5.44% | 1061 | +138 | 0.45% | Q1 2026 | May 05, 2026 |
| WESBANCO BANK INC | History | Added to | 30,811 | 20,037 | 0.55% | 0.56% | 1063 | +740 | 2.46% | Q1 2026 | Apr 21, 2026 |
| Solstein Capital, LLC | History | Added to | 30,779 | 20,016 | 8.22% | 8.41% | 1064 | +18 | 0.06% | Q1 2026 | May 14, 2026 |
| Sincerus Advisory, LLC | History | Added to | 30,702 | 19,966 | 15.13% | 16.79% | 1065 | +76 | 0.25% | Q1 2026 | Apr 06, 2026 |
| Family Capital Management, Inc. | History | Added to | 30,656 | 19,936 | 8.86% | 7.99% | 1067 | +4,279 | 16.22% | Q1 2026 | Apr 22, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | Reduced | 30,656 | 19,936 | 4.15% | 4.57% | 1066 | -2,775 | -8.3% | Q1 2026 | Apr 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 29,203 | 19,913 | 0.96% | 0.94% | 1068 | -99 | -0.34% | Q1 2026 | Apr 08, 2026 |
| Resolute Advisors LLC | History | Added to | 30,529 | 19,909 | 8.23% | 6.8% | 1069 | +58 | 0.19% | Q1 2026 | May 07, 2026 |
| Wealth Science Advisors LLC | History | No change | 29,084 | 19,832 | 11.16% | 11.44% | 1070 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 30,358 | 19,743 | 0.28% | 0.28% | 1071 | -266 | -0.87% | Q1 2026 | May 11, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 30,277 | 19,690 | 4.98% | 5.58% | 1072 | +1,357 | 4.69% | Q1 2026 | Apr 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 30,216 | 19,650 | 1.27% | 1.24% | 1073 | +1,485 | 5.17% | Q1 2026 | May 05, 2026 |
| West Branch Capital LLC | History | Added to | 30,169 | 19,620 | 5.25% | 5.29% | 1074 | +91 | 0.3% | Q1 2026 | Apr 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 30,165 | 19,618 | 1.56% | 1.59% | 1075 | +529 | 1.78% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 29,845 | 19,573 | 0.61% | 0.75% | 1076 | -19,018 | -38.92% | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 30,063 | 19,550 | 1.01% | 1.09% | 1077 | +3 | 0.01% | Q1 2026 | Apr 17, 2026 |
| MILLER VALUE PARTNERS, LLC | History | New | 30,044 | 19,538 | 5.1% | — | 1078 | +30,044 | New | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 30,038 | 19,535 | 0.16% | 0.19% | 1079 | -4,170 | -12.19% | Q1 2026 | May 11, 2026 |
| Orchard Capital Management, LLC | History | Reduced | 30,000 | 19,510 | 20.35% | 35.51% | 1080 | -30,000 | -50.0% | Q1 2026 | May 13, 2026 |
| Beartown Capital Management, LLC | History | New | 30,000 | 19,510 | 9.35% | — | 1081 | +30,000 | New | Q1 2026 | May 14, 2026 |
| Tribune Investment Group LP | History | New | 30,000 | 19,510 | 7.47% | — | 1082 | +30,000 | New | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 29,993 | 19,505 | 2.49% | 2.53% | 1083 | -232 | -0.77% | Q1 2026 | Apr 07, 2026 |
| Brandywine Asset Management, Inc. | History | Reduced | 29,900 | 19,445 | 15.43% | 16.29% | 1084 | -4,100 | -12.06% | Q1 2026 | Apr 22, 2026 |
| Legal & General Group Plc | History | No change | 29,900 | 19,442 | 0.0% | 0.0% | 1085 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kopp Family Office, LLC | History | New | 29,889 | 19,438 | 13.37% | — | 1086 | +29,889 | New | Q1 2026 | Apr 20, 2026 |
| Global Endowment Management, LP | History | Added to | 29,841 | 19,407 | 2.17% | 2.46% | 1087 | +989 | 3.43% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 29,721 | 19,372 | 0.57% | 0.58% | 1088 | -224 | -0.75% | Q1 2026 | Apr 29, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 29,749 | 19,347 | 1.95% | 2.05% | 1089 | -40 | -0.13% | Q1 2026 | Apr 30, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 29,747 | 19,345 | 10.48% | 10.96% | 1090 | -211 | -0.7% | Q1 2026 | May 07, 2026 |
| Solidarity Wealth, LLC | History | Reduced | 29,735 | 19,337 | 3.71% | 4.36% | 1091 | -1,501 | -4.81% | Q1 2026 | Apr 29, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 29,632 | 19,270 | 4.3% | 4.66% | 1092 | -766 | -2.52% | Q1 2026 | Apr 23, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 29,594 | 19,246 | 0.54% | 0.54% | 1093 | +998 | 3.49% | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 29,463 | 19,160 | 0.96% | 1.01% | 1094 | -533 | -1.78% | Q1 2026 | May 07, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 29,462 | 19,160 | 1.37% | 1.4% | 1095 | -283 | -0.95% | Q1 2026 | Apr 10, 2026 |
| Private Advisory Group LLC | History | Added to | 29,403 | 19,122 | 1.25% | 1.02% | 1096 | +10,231 | 53.36% | Q1 2026 | May 08, 2026 |
| KLCM Advisors, Inc. | History | Added to | 29,379 | 19,106 | 1.61% | 1.71% | 1097 | +214 | 0.73% | Q1 2026 | Apr 30, 2026 |
| ORG Partners LLC | History | No change | 27,979 | 19,088 | 3.36% | 3.36% | 1098 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SlateStone Wealth, LLC | History | Added to | 29,332 | 19,076 | 1.57% | 1.11% | 1099 | +9,931 | 51.19% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 29,234 | 19,002 | 1.42% | 1.18% | 1100 | +814 | 2.86% | Q1 2026 | May 20, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 26,653 | 18,965 | 1.23% | 1.16% | 1101 | +1,115 | 4.37% | Q1 2026 | May 12, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 29,052 | 18,945 | 1.55% | 1.65% | 1102 | +502 | 1.76% | Q1 2026 | Apr 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 29,105 | 18,932 | 1.85% | 1.9% | 1103 | +77 | 0.27% | Q1 2026 | May 06, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 28,984 | 18,849 | 0.62% | 1.95% | 1104 | -72,564 | -71.46% | Q1 2026 | May 18, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 28,951 | 18,828 | 1.84% | 1.0% | 1105 | +13,884 | 92.15% | Q1 2026 | Apr 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 28,933 | 18,816 | 0.71% | 0.8% | 1106 | -3,346 | -10.37% | Q1 2026 | May 11, 2026 |
| ANB BANK | History | Reduced | 28,901 | 18,795 | 7.6% | 7.88% | 1107 | -243 | -0.83% | Q1 2026 | May 06, 2026 |
| Compass Planning Associates Inc | History | Reduced | 28,844 | 18,758 | 12.0% | 13.97% | 1108 | -746 | -2.52% | Q1 2026 | Apr 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 28,821 | 18,743 | 0.98% | 1.05% | 1109 | +781 | 2.79% | Q1 2026 | May 07, 2026 |
| Bison Wealth, LLC | History | Added to | 25,228 | 18,726 | 1.81% | 1.62% | 1110 | +2,957 | 13.28% | Q1 2026 | May 15, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 28,780 | 18,716 | 3.73% | 4.06% | 1111 | +53 | 0.18% | Q1 2026 | Apr 29, 2026 |
| One Capital Management, LLC | History | Reduced | 28,761 | 18,704 | 0.51% | 0.61% | 1112 | -663 | -2.25% | Q1 2026 | May 12, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 28,749 | 18,696 | 12.63% | 12.5% | 1113 | +2,850 | 11.0% | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 28,726 | 18,681 | 1.43% | 1.48% | 1114 | -312 | -1.07% | Q1 2026 | May 13, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 28,693 | 18,660 | 10.88% | 13.62% | 1115 | -11,185 | -28.05% | Q1 2026 | May 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 28,676 | 18,648 | 1.84% | 1.94% | 1116 | +287 | 1.01% | Q1 2026 | Apr 27, 2026 |
| Sepio Capital, LP | History | Added to | 28,674 | 18,647 | 1.01% | 0.78% | 1117 | +7,789 | 37.29% | Q1 2026 | May 13, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 28,668 | 18,644 | 2.15% | 2.52% | 1118 | -1,016 | -3.42% | Q1 2026 | May 08, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 28,580 | 18,586 | 4.19% | 5.57% | 1119 | -8,156 | -22.2% | Q1 2026 | Apr 22, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 28,550 | 18,567 | 0.96% | 0.92% | 1120 | +3,188 | 12.57% | Q1 2026 | Apr 21, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 28,545 | 18,563 | 2.87% | 2.86% | 1121 | +228 | 0.81% | Q1 2026 | May 01, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 28,479 | 18,521 | 2.91% | 3.11% | 1122 | -1,027 | -3.48% | Q1 2026 | Apr 07, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 28,431 | 18,489 | 1.14% | 1.18% | 1123 | -104 | -0.36% | Q1 2026 | May 13, 2026 |
| Dorsal Capital Management, LP | History | New | 28,370 | 18,450 | 0.72% | — | 1124 | +28,370 | New | Q1 2026 | May 15, 2026 |
| Traction Financial Partners, LLC | History | Added to | 28,366 | 18,447 | 11.36% | 11.16% | 1125 | +742 | 2.69% | Q1 2026 | May 14, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 28,627 | 18,446 | 3.99% | 2.89% | 1126 | +9,408 | 48.95% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 28,351 | 18,437 | 0.92% | 1.01% | 1127 | -136 | -0.48% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 28,295 | 18,401 | 0.27% | 0.25% | 1128 | +4,152 | 17.2% | Q1 2026 | May 13, 2026 |
| Kaizen Financial Strategies | History | Reduced | 26,225 | 18,401 | 7.78% | 8.35% | 1129 | -1,543 | -5.56% | Q1 2026 | May 01, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | History | Reduced | 28,285 | 18,394 | 0.06% | 0.56% | 1130 | -233,994 | -89.22% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 28,280 | 18,391 | 0.51% | 1.5% | 1131 | -50,016 | -63.88% | Q1 2026 | May 12, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 28,264 | 18,381 | 7.16% | 7.59% | 1132 | -451 | -1.57% | Q1 2026 | May 07, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 28,237 | 18,363 | 7.41% | 7.52% | 1133 | -786 | -2.71% | Q1 2026 | May 13, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 28,192 | 18,334 | 2.54% | 2.37% | 1134 | +3,342 | 13.45% | Q1 2026 | Apr 21, 2026 |
| Aspect Partners, LLC | History | Reduced | 28,181 | 18,327 | 7.49% | 13.69% | 1135 | -17,679 | -38.55% | Q1 2026 | Apr 02, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 27,961 | 18,184 | 0.96% | 1.14% | 1136 | -2,725 | -8.88% | Q1 2026 | Apr 24, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 27,926 | 18,169 | 0.78% | 0.87% | 1137 | -1,755 | -5.91% | Q1 2026 | May 08, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 27,763 | 18,055 | 5.08% | 4.82% | 1138 | +2,215 | 8.67% | Q1 2026 | Apr 08, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 27,760 | 18,053 | 1.05% | 1.12% | 1139 | -216 | -0.77% | Q1 2026 | Apr 29, 2026 |
| CX Institutional | History | Reduced | 27,728 | 18,032 | 0.55% | 0.59% | 1140 | -1,395 | -4.79% | Q1 2026 | Apr 06, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 27,669 | 17,994 | 2.67% | 3.16% | 1141 | -26,574 | -48.99% | Q1 2026 | Apr 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 27,666 | 17,992 | 1.44% | 1.59% | 1142 | -2,577 | -8.52% | Q1 2026 | May 13, 2026 |
| CenterStar Asset Management, LLC | History | Reduced | 27,543 | 17,902 | 2.24% | 8.28% | 1143 | -15,624 | -36.19% | Q1 2026 | May 01, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | New | 27,381 | 17,807 | 2.74% | — | 1144 | +27,381 | New | Q1 2026 | May 11, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Added to | 27,358 | 17,792 | 0.38% | 0.32% | 1145 | +3,576 | 15.04% | Q1 2026 | Apr 14, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 27,293 | 17,749 | 3.01% | 2.44% | 1146 | +589 | 2.21% | Q1 2026 | Apr 22, 2026 |
| Wealth Architects, LLC | History | Added to | 27,287 | 17,745 | 1.58% | 1.65% | 1147 | +424 | 1.58% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Added to | 27,267 | 17,732 | 0.5% | 0.56% | 1148 | +290 | 1.07% | Q1 2026 | May 04, 2026 |
| BOS Asset Management, LLC | History | Added to | 27,226 | 17,706 | 4.52% | 4.93% | 1149 | +227 | 0.84% | Q1 2026 | Apr 08, 2026 |
| MAIRS & POWER INC | History | Added to | 27,180 | 17,676 | 0.18% | 0.18% | 1150 | +126 | 0.47% | Q1 2026 | May 13, 2026 |
| Retirement Management Systems Inc. | History | Added to | 27,080 | 17,611 | 4.24% | 4.29% | 1151 | +2,510 | 10.22% | Q1 2026 | Apr 14, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 27,061 | 17,598 | 3.31% | 3.6% | 1152 | -762 | -2.74% | Q1 2026 | Apr 13, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | History | Added to | 27,034 | 17,581 | 2.89% | 2.73% | 1153 | +30 | 0.11% | Q1 2026 | Apr 23, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 25,707 | 17,581 | 2.54% | 2.54% | 1154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oldfather Financial Services, LLC | History | No change | 25,775 | 17,576 | 5.23% | 5.23% | 1155 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 26,956 | 17,530 | 1.58% | 1.71% | 1156 | +37 | 0.14% | Q1 2026 | May 14, 2026 |
| Saiph Capital, LLC | History | Reduced | 26,947 | 17,524 | 6.63% | 7.31% | 1157 | -2,900 | -9.72% | Q1 2026 | May 12, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 26,856 | 17,513 | 0.69% | 0.7% | 1158 | +100 | 0.37% | Q1 2026 | Apr 14, 2026 |
| Optas, LLC | History | No change | 26,906 | 17,498 | 2.65% | 2.87% | 1159 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Trek Financial, LLC | History | Added to | 89,502 | 17,455 | 0.93% | 0.76% | 1160 | +18,119 | 25.38% | Q1 2026 | May 13, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 26,805 | 17,432 | 10.67% | 11.03% | 1161 | -360 | -1.33% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 26,793 | 17,424 | 1.41% | 1.37% | 1162 | +480 | 1.82% | Q1 2026 | Apr 10, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 26,736 | 17,386 | 1.56% | 1.13% | 1163 | -1,376 | -4.89% | Q1 2026 | May 14, 2026 |
| Hexagon Capital Partners LLC | History | New | 26,710 | 17,370 | 2.54% | — | 1164 | +26,710 | New | Q1 2026 | May 04, 2026 |
| Biltmore Family Office, LLC | History | Added to | 26,620 | 17,359 | 2.43% | 2.38% | 1165 | +1,357 | 5.37% | Q1 2026 | May 11, 2026 |
| Arista Wealth Management, LLC | History | Added to | 26,597 | 17,297 | 2.11% | 2.23% | 1166 | +12 | 0.05% | Q1 2026 | Apr 30, 2026 |
| G&S Capital LLC | History | Added to | 26,552 | 17,267 | 6.07% | 6.22% | 1167 | +754 | 2.92% | Q1 2026 | Apr 07, 2026 |
| Legacy Wealth Advisors, LLC | History | Added to | 26,549 | 17,265 | 8.81% | 6.97% | 1168 | +11,075 | 71.57% | Q1 2026 | May 06, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Added to | 26,516 | 17,244 | 1.3% | 1.35% | 1169 | +156 | 0.59% | Q1 2026 | May 08, 2026 |
| CSS LLC/IL | History | Reduced | 26,500 | 17,234 | 0.83% | 3.51% | 1170 | -89,346 | -77.12% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 26,500 | 17,234 | 0.14% | 0.05% | 1171 | +16,500 | 165.0% | Q1 2026 | May 14, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 23,276 | 17,168 | 1.7% | 2.03% | 1172 | +727 | 3.22% | Q1 2026 | May 12, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 26,286 | 17,094 | 2.75% | 2.75% | 1173 | -412 | -1.54% | Q1 2026 | May 15, 2026 |
| Stembrook Asset Management, LLC | History | Added to | 26,246 | 17,068 | 16.71% | 16.68% | 1174 | +353 | 1.36% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 26,192 | 17,033 | 0.54% | 0.57% | 1175 | +77 | 0.29% | Q1 2026 | Apr 08, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 25,988 | 16,947 | 4.89% | 5.37% | 1176 | +317 | 1.23% | Q1 2026 | May 07, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 25,879 | 16,945 | 1.24% | 1.66% | 1177 | -6,922 | -21.1% | Q1 2026 | May 05, 2026 |
| Aries Wealth Management | History | Added to | 25,909 | 16,849 | 3.7% | 3.79% | 1178 | +817 | 3.26% | Q1 2026 | May 14, 2026 |
| Bell Bank | History | Reduced | 25,907 | 16,848 | 0.71% | 0.77% | 1179 | -348 | -1.33% | Q1 2026 | Apr 23, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 25,887 | 16,835 | 3.69% | 3.96% | 1180 | -517 | -1.96% | Q1 2026 | Apr 28, 2026 |
| Y.D. More Investments Ltd | History | Added to | 25,987 | 16,832 | 0.66% | 0.82% | 1181 | +815 | 3.24% | Q1 2026 | May 04, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Added to | 25,838 | 16,803 | 2.66% | 0.64% | 1182 | +25,239 | 4213.52% | Q1 2026 | Apr 09, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 25,776 | 16,763 | 12.67% | 13.45% | 1183 | -852 | -3.2% | Q1 2026 | Apr 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 25,758 | 16,751 | 0.89% | 0.88% | 1184 | +617 | 2.45% | Q1 2026 | Apr 27, 2026 |
| Sachetta, LLC | History | Reduced | 25,755 | 16,750 | 9.08% | 9.85% | 1185 | -626 | -2.37% | Q1 2026 | May 01, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 25,582 | 16,639 | 0.4% | 0.47% | 1186 | -4,249 | -14.24% | Q1 2026 | Apr 22, 2026 |
| Coastline Trust Co | History | Added to | 25,493 | 16,579 | 1.64% | 1.59% | 1187 | +666 | 2.68% | Q1 2026 | Apr 03, 2026 |
| OFS Enterprise LLC | History | New | 25,481 | 16,571 | 4.87% | — | 1188 | +25,481 | New | Q1 2026 | Apr 09, 2026 |
| ROCKLAND TRUST CO | History | Added to | 25,480 | 16,570 | 0.66% | 0.67% | 1189 | +692 | 2.79% | Q1 2026 | Apr 16, 2026 |
| Zhang Financial LLC | History | Added to | 25,437 | 16,542 | 0.57% | 0.53% | 1190 | +4,477 | 21.36% | Q1 2026 | May 06, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 25,417 | 16,529 | 3.47% | 4.52% | 1191 | +3,727 | 17.18% | Q1 2026 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 23,335 | 16,498 | 2.73% | 2.48% | 1192 | +1,907 | 8.9% | Q1 2026 | May 08, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 25,295 | 16,450 | 1.0% | 1.05% | 1193 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 25,285 | 16,443 | 1.99% | 2.18% | 1194 | -65 | -0.26% | Q1 2026 | Apr 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 25,230 | 16,408 | 0.52% | 0.6% | 1195 | -146 | -0.58% | Q1 2026 | May 06, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 25,192 | 16,383 | 1.58% | 1.49% | 1196 | +1,679 | 7.14% | Q1 2026 | May 04, 2026 |
| Apriem Advisors | History | Reduced | 25,166 | 16,366 | 1.56% | 1.59% | 1197 | -174 | -0.69% | Q1 2026 | May 14, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 25,096 | 16,320 | 16.92% | 16.82% | 1198 | +433 | 1.76% | Q1 2026 | Apr 09, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 25,086 | 16,314 | 0.24% | 0.27% | 1199 | -1,297 | -4.92% | Q1 2026 | Apr 09, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 25,042 | 16,285 | 2.63% | 2.61% | 1200 | +421 | 1.71% | Q1 2026 | May 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 25,002 | 16,259 | 4.06% | 4.32% | 1201 | -698 | -2.72% | Q1 2026 | Apr 17, 2026 |
| Aventail Capital Group, LP | History | Added to | 25,000 | 16,258 | 0.78% | 0.63% | 1202 | +9,008 | 56.33% | Q1 2026 | May 15, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 24,996 | 16,255 | 10.14% | 14.44% | 1203 | -12,419 | -33.19% | Q1 2026 | May 07, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 24,969 | 16,238 | 0.57% | 0.72% | 1204 | -3,664 | -12.8% | Q1 2026 | May 13, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 24,934 | 16,215 | 6.58% | 6.89% | 1205 | -751 | -2.92% | Q1 2026 | Apr 24, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 23,799 | 16,183 | 1.19% | 1.22% | 1206 | +5 | 0.02% | Q1 2026 | Apr 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 24,864 | 16,170 | 1.14% | 0.54% | 1207 | +19,140 | 334.38% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 24,714 | 16,072 | 1.98% | 2.87% | 1208 | -8,159 | -24.82% | Q1 2026 | Apr 23, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 23,121 | 16,056 | 0.92% | 0.47% | 1209 | +11,563 | 100.04% | Q1 2026 | Apr 20, 2026 |
| Element Squared LLC | History | Added to | 24,687 | 16,055 | 9.06% | 8.32% | 1210 | +2,202 | 9.79% | Q1 2026 | Apr 23, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 24,655 | 16,034 | 8.76% | 8.96% | 1211 | -2,446 | -9.03% | Q1 2026 | Apr 20, 2026 |
| Nuveen, LLC | History | Reduced | 24,951 | 16,033 | 0.0% | 0.01% | 1212 | -16,845 | -40.3% | Q1 2026 | Apr 30, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 24,583 | 15,987 | 2.09% | 2.22% | 1213 | -1,682 | -6.4% | Q1 2026 | May 08, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 23,441 | 15,984 | 4.65% | 4.65% | 1214 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 1,344,387 | 15,919 | 1.31% | 1.43% | 1215 | +1,296,350 | 2698.65% | Q1 2026 | May 05, 2026 |
| Gridiron Partners, LLC | History | Reduced | 24,440 | 15,894 | 9.71% | 10.11% | 1216 | -1,593 | -6.12% | Q1 2026 | Apr 13, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 24,425 | 15,884 | 8.57% | 9.4% | 1217 | -482 | -1.94% | Q1 2026 | May 12, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 24,384 | 15,857 | 0.54% | 0.44% | 1218 | +4,971 | 25.61% | Q1 2026 | May 06, 2026 |
| Third View Private Wealth, LLC | History | Added to | 24,352 | 15,836 | 2.17% | 2.2% | 1219 | +379 | 1.58% | Q1 2026 | Apr 15, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 24,239 | 15,763 | 5.79% | 5.35% | 1220 | +3,043 | 14.36% | Q1 2026 | May 08, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 23,967 | 15,718 | 1.94% | 2.09% | 1221 | -86 | -0.36% | Q1 2026 | Apr 07, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Reduced | 24,157 | 15,710 | 3.03% | 3.29% | 1222 | -1,147 | -4.53% | Q1 2026 | May 15, 2026 |
| MONEYWISE, INC. | History | Reduced | 24,157 | 15,710 | 6.86% | 6.93% | 1223 | -260 | -1.06% | Q1 2026 | Apr 27, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 24,139 | 15,698 | 2.28% | 2.38% | 1224 | -410 | -1.67% | Q1 2026 | Apr 20, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 23,965 | 15,585 | 0.53% | 0.51% | 1225 | +3,229 | 15.57% | Q1 2026 | Apr 20, 2026 |
| NewSquare Capital LLC | History | Added to | 23,917 | 15,554 | 1.35% | 1.37% | 1226 | +1,067 | 4.67% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 23,896 | 15,540 | 0.37% | 0.41% | 1227 | -2,787 | -10.44% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 23,884 | 15,532 | 0.61% | 0.65% | 1228 | -543 | -2.22% | Q1 2026 | Apr 13, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 23,865 | 15,520 | 0.88% | 0.89% | 1229 | -53 | -0.22% | Q1 2026 | Apr 21, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 23,827 | 15,495 | 1.17% | 1.29% | 1230 | -229 | -0.95% | Q1 2026 | Apr 27, 2026 |
| Cerberus Capital Management, L.P. | History | New | 23,825 | 15,494 | 0.59% | — | 1231 | +23,825 | New | Q1 2026 | May 15, 2026 |
| Destination Wealth Management | History | Reduced | 23,789 | 15,470 | 0.4% | 0.42% | 1232 | -259 | -1.08% | Q1 2026 | May 15, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 23,749 | 15,444 | 5.61% | 5.69% | 1233 | +78 | 0.33% | Q1 2026 | May 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 23,741 | 15,439 | 2.17% | 2.61% | 1234 | -27 | -0.11% | Q1 2026 | May 08, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 23,719 | 15,425 | 1.74% | 1.96% | 1235 | -827 | -3.37% | Q1 2026 | Apr 07, 2026 |
| Accredited Investors Inc. | History | Reduced | 23,577 | 15,333 | 0.83% | 0.92% | 1236 | -1,816 | -7.15% | Q1 2026 | Apr 30, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 23,521 | 15,330 | 0.31% | 0.37% | 1237 | -6,362 | -21.29% | Q1 2026 | Apr 15, 2026 |
| Stelac Advisory Services LLC | History | Added to | 23,456 | 15,290 | 3.09% | 5.44% | 1238 | +961 | 4.27% | Q1 2026 | May 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 23,491 | 15,277 | 0.96% | 0.99% | 1239 | +136 | 0.58% | Q1 2026 | May 15, 2026 |
| Opulen Financial Group LLC | History | Added to | 23,488 | 15,275 | 10.75% | 11.61% | 1240 | +107 | 0.46% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 23,456 | 15,254 | 7.17% | 6.59% | 1242 | +1,507 | 6.87% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 23,457 | 15,254 | 0.96% | 1.06% | 1241 | +198 | 0.85% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 23,436 | 15,233 | 0.82% | 1.26% | 1243 | -18,957 | -44.72% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 23,410 | 15,224 | 0.85% | 0.96% | 1244 | -1,041 | -4.26% | Q1 2026 | Apr 28, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 23,409 | 15,223 | 4.48% | 5.05% | 1245 | -2,234 | -8.71% | Q1 2026 | Apr 13, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 23,382 | 15,205 | 2.95% | 3.1% | 1246 | -108 | -0.46% | Q1 2026 | May 05, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 23,214 | 15,098 | 4.56% | 0.08% | 1247 | +22,798 | 5480.29% | Q1 2026 | Apr 22, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 23,199 | 15,087 | 6.73% | 7.81% | 1248 | -46,711 | -66.82% | Q1 2026 | May 06, 2026 |
| Wedmont Private Capital | History | Added to | 22,292 | 15,069 | 0.49% | 0.5% | 1249 | +1,253 | 5.96% | Q1 2026 | Apr 09, 2026 |
| Coral Wealth Management, LLC | History | New | 23,147 | 15,053 | 16.83% | — | 1250 | +23,147 | New | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | Reduced | 23,130 | 15,042 | 0.99% | 1.09% | 1251 | -2,292 | -9.02% | Q1 2026 | May 11, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 22,996 | 14,955 | 0.98% | 1.0% | 1252 | -229 | -0.99% | Q1 2026 | Apr 27, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Reduced | 22,920 | 14,905 | 13.67% | 14.34% | 1253 | -179 | -0.77% | Q1 2026 | May 05, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 22,878 | 14,878 | 10.02% | 11.1% | 1254 | -242 | -1.05% | Q1 2026 | May 07, 2026 |
| EFG International AG | History | Reduced | 22,796 | 14,821 | 0.32% | 0.34% | 1255 | -2,683 | -10.53% | Q1 2026 | May 15, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | Added to | 22,728 | 14,780 | 12.83% | 12.96% | 1256 | +305 | 1.36% | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | Reduced | 22,689 | 14,755 | 0.69% | 0.77% | 1257 | -2,609 | -10.31% | Q1 2026 | May 05, 2026 |
| GEM Asset Management, LLC | History | Reduced | 22,601 | 14,698 | 6.49% | 7.19% | 1258 | -788 | -3.37% | Q1 2026 | Apr 10, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 22,542 | 14,659 | 0.23% | 0.16% | 1259 | +8,437 | 59.82% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 22,536 | 14,656 | 1.14% | 1.19% | 1260 | +469 | 2.13% | Q1 2026 | May 07, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Added to | 22,528 | 14,650 | 0.12% | 0.09% | 1261 | +4,799 | 27.07% | Q1 2026 | May 14, 2026 |
| LuminArx Capital Management LP | History | Reduced | 22,500 | 14,632 | 10.74% | 0.81% | 1262 | -267,500 | -92.24% | Q1 2026 | May 14, 2026 |
| Global Financial Private Client, LLC | History | Added to | 22,488 | 14,625 | 4.79% | 5.3% | 1263 | +296 | 1.33% | Q1 2026 | Apr 20, 2026 |
| Chicago Capital, LLC | History | Reduced | 22,361 | 14,542 | 0.39% | 0.38% | 1264 | -193 | -0.86% | Q1 2026 | Apr 23, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 22,347 | 14,533 | 0.07% | 0.07% | 1265 | -88 | -0.39% | Q1 2026 | May 07, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 22,216 | 14,447 | 3.82% | 4.06% | 1266 | +331 | 1.51% | Q1 2026 | Apr 20, 2026 |
| Hickory Point Bank & Trust | History | Added to | 22,111 | 14,379 | 9.49% | 10.92% | 1267 | +45 | 0.2% | Q1 2026 | Apr 03, 2026 |
| Betterment LLC | History | Added to | 22,080 | 14,360 | 0.03% | 0.03% | 1268 | +2,680 | 13.81% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 22,077 | 14,358 | 0.47% | 0.52% | 1269 | -1,400 | -5.96% | Q1 2026 | May 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 22,043 | 14,335 | 0.2% | 0.24% | 1270 | +389 | 1.8% | Q1 2026 | May 01, 2026 |
| Factor Wealth Management LTD | History | Reduced | 22,037 | 14,331 | 2.7% | 3.54% | 1271 | -1,991 | -8.29% | Q1 2026 | Apr 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 22,020 | 14,320 | 0.39% | 0.38% | 1272 | +463 | 2.15% | Q1 2026 | Apr 27, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 21,960 | 14,281 | 2.94% | 3.11% | 1273 | -192 | -0.87% | Q1 2026 | Apr 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 21,941 | 14,269 | 0.51% | 0.58% | 1274 | -1,272 | -5.48% | Q1 2026 | May 13, 2026 |
| Cedrus Wealth Group LLC | History | New | 21,936 | 14,265 | 15.88% | — | 1275 | +21,936 | New | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 21,923 | 14,257 | 0.69% | 0.89% | 1276 | -4,841 | -18.09% | Q1 2026 | May 05, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 21,905 | 14,245 | 7.27% | 6.33% | 1277 | -12 | -0.05% | Q1 2026 | May 15, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 21,873 | 14,225 | 15.19% | 18.06% | 1278 | -23,324 | -51.61% | Q1 2026 | Apr 28, 2026 |
| Sunflower Bank, N.A. | History | Added to | 21,810 | 14,183 | 3.61% | 3.68% | 1279 | +367 | 1.71% | Q1 2026 | Apr 10, 2026 |
| PFC CAPITAL GROUP, INC. | History | Reduced | 21,794 | 14,174 | 6.25% | 6.42% | 1280 | -1,046 | -4.58% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 21,762 | 14,152 | 4.87% | 4.9% | 1282 | -381 | -1.72% | Q1 2026 | May 15, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 21,761 | 14,152 | 2.04% | 2.2% | 1281 | +368 | 1.72% | Q1 2026 | Apr 13, 2026 |
| L2 Asset Management, LLC | History | Added to | 336,721 | 14,150 | 1.35% | 0.08% | 1283 | +335,788 | 35990.14% | Q1 2026 | May 14, 2026 |
| Obermeyer Wealth Partners | History | Added to | 21,756 | 14,148 | 0.65% | 0.65% | 1284 | +908 | 4.36% | Q1 2026 | Apr 20, 2026 |
| Grove Bank & Trust | History | Reduced | 21,751 | 14,145 | 1.6% | 1.71% | 1285 | -550 | -2.47% | Q1 2026 | Apr 08, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 21,735 | 14,135 | 13.46% | 12.59% | 1286 | +842 | 4.03% | Q1 2026 | May 15, 2026 |
| Flatrock Wealth Partners LLC | History | New | 21,666 | 14,129 | 6.36% | — | 1287 | +21,666 | New | Q1 2026 | Apr 29, 2026 |
| CRA Financial Services, LLC | History | Added to | 21,679 | 14,098 | 1.83% | 1.87% | 1288 | +761 | 3.64% | Q1 2026 | Apr 09, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 21,575 | 14,031 | 0.04% | 0.04% | 1289 | -2,468 | -10.26% | Q1 2026 | May 14, 2026 |
| Grandview Asset Management LLC | History | Reduced | 21,564 | 14,024 | 4.1% | 4.46% | 1290 | -2,278 | -9.55% | Q1 2026 | May 07, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 21,454 | 13,992 | 1.29% | 1.29% | 1291 | -949 | -4.24% | Q1 2026 | Apr 30, 2026 |
| DCF Advisers, LLC | History | Reduced | 21,500 | 13,982 | 3.73% | 12.62% | 1292 | -47,500 | -68.84% | Q1 2026 | May 11, 2026 |
| Cypress Capital Group | History | Reduced | 21,465 | 13,959 | 1.57% | 1.65% | 1293 | -106 | -0.49% | Q1 2026 | May 15, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 21,434 | 13,939 | 2.22% | 2.25% | 1294 | +295 | 1.4% | Q1 2026 | May 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 21,433 | 13,938 | 0.73% | 0.81% | 1295 | -592 | -2.69% | Q1 2026 | Apr 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 21,427 | 13,934 | 1.68% | 2.06% | 1296 | -794 | -3.57% | Q1 2026 | Apr 21, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 21,423 | 13,931 | 0.84% | 0.85% | 1297 | +204 | 0.96% | Q1 2026 | May 01, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 21,392 | 13,912 | 1.87% | 1.93% | 1298 | +615 | 2.96% | Q1 2026 | Apr 08, 2026 |
| RIA Advisory Group LLC | History | Added to | 21,374 | 13,900 | 3.3% | 2.88% | 1299 | +3,826 | 21.8% | Q1 2026 | Apr 23, 2026 |
| AGH Wealth Advisors, LLC | History | Reduced | 21,343 | 13,889 | 10.22% | 12.14% | 1300 | -2,341 | -9.88% | Q1 2026 | Apr 22, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 21,321 | 13,865 | 1.47% | 1.52% | 1301 | -579 | -2.64% | Q1 2026 | Apr 28, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 21,251 | 13,820 | 0.88% | 0.92% | 1302 | +1 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Comprehensive Financial Management LLC | History | No change | 21,142 | 13,749 | 0.46% | 0.43% | 1303 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SimpliFi, Inc. | History | Added to | 21,137 | 13,746 | 5.77% | 6.04% | 1304 | +182 | 0.87% | Q1 2026 | Apr 22, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 21,134 | 13,744 | 6.03% | 5.88% | 1305 | +600 | 2.92% | Q1 2026 | May 05, 2026 |
| AYAL Capital Advisors Ltd | History | Added to | 21,000 | 13,657 | 3.7% | 4.63% | 1306 | +1,500 | 7.69% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 20,997 | 13,655 | 0.16% | 0.58% | 1307 | -51,427 | -71.01% | Q1 2026 | May 01, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 20,922 | 13,606 | 0.38% | 0.34% | 1308 | +159 | 0.77% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 20,908 | 13,597 | 0.94% | 0.98% | 1309 | -31 | -0.15% | Q1 2026 | May 12, 2026 |
| Sequent Asset Management, LLC | History | No change | 19,909 | 13,576 | 6.03% | 6.03% | 1310 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 20,813 | 13,535 | 2.63% | 4.16% | 1311 | -5,437 | -20.71% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 20,775 | 13,510 | 0.73% | 0.79% | 1312 | -746 | -3.47% | Q1 2026 | Apr 08, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 20,735 | 13,484 | 0.19% | 0.21% | 1313 | -2,669 | -11.4% | Q1 2026 | Apr 30, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 20,731 | 13,481 | 1.52% | 1.4% | 1314 | +1,671 | 8.77% | Q1 2026 | May 04, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Reduced | 19,201 | 13,438 | 7.49% | 8.29% | 1315 | -1,178 | -5.78% | Q1 2026 | Apr 23, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Added to | 20,605 | 13,400 | 14.58% | 17.81% | 1316 | +215 | 1.05% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | Reduced | 20,594 | 13,393 | 3.07% | 3.53% | 1317 | -129 | -0.62% | Q1 2026 | May 05, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 20,538 | 13,356 | 2.89% | — | 1318 | +20,538 | New | Q1 2026 | May 13, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 20,457 | 13,304 | 7.4% | 7.41% | 1319 | +401 | 2.0% | Q1 2026 | Apr 14, 2026 |
| Nvest Financial, LLC | History | Added to | 20,450 | 13,299 | 4.95% | 4.68% | 1320 | +3,947 | 23.92% | Q1 2026 | Apr 28, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 20,422 | 13,281 | 1.57% | 2.06% | 1321 | -6,655 | -24.58% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 20,368 | 13,246 | 0.01% | 0.01% | 1322 | +1,178 | 6.14% | Q1 2026 | May 13, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 20,318 | 13,213 | 0.61% | 0.64% | 1323 | -706 | -3.36% | Q1 2026 | Apr 30, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 20,312 | 13,209 | 2.32% | — | 1324 | +20,312 | New | Q1 2026 | May 11, 2026 |
| Morangie Management LLC | History | Reduced | 20,201 | 13,173 | 12.13% | 11.21% | 1325 | -399 | -1.94% | Q1 2026 | Apr 20, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 20,253 | 13,171 | 2.96% | 3.11% | 1326 | -53 | -0.26% | Q1 2026 | Apr 15, 2026 |
| X-Square Capital, LLC | History | Added to | 20,190 | 13,130 | 4.42% | 3.9% | 1327 | +2,748 | 15.76% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 20,181 | 13,127 | 0.73% | 0.77% | 1328 | +62 | 0.31% | Q1 2026 | Apr 20, 2026 |
| Berman McAleer LLC | History | Added to | 20,167 | 13,115 | 1.79% | 1.88% | 1329 | +9 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 20,153 | 13,106 | 0.89% | 0.93% | 1330 | -79 | -0.39% | Q1 2026 | May 06, 2026 |
| Oxinas Partners, LLC | History | Added to | 20,091 | 13,066 | 5.97% | 5.26% | 1331 | +4,061 | 25.33% | Q1 2026 | Apr 10, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 20,070 | 13,052 | 0.91% | 0.92% | 1332 | -433 | -2.11% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Reduced | 20,051 | 13,040 | 0.28% | 0.28% | 1333 | -9 | -0.04% | Q1 2026 | May 15, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 20,010 | 13,013 | 5.23% | 5.53% | 1334 | +170 | 0.86% | Q1 2026 | Apr 23, 2026 |
| Q Global Advisors, LLC | History | Added to | 20,000 | 13,007 | 11.47% | 9.83% | 1335 | +5,342 | 36.44% | Q1 2026 | May 15, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 19,960 | 12,980 | 10.21% | 9.49% | 1336 | +3,136 | 18.64% | Q1 2026 | May 05, 2026 |
| Bensler, LLC | History | Reduced | 19,953 | 12,976 | 1.34% | 1.38% | 1337 | -203 | -1.01% | Q1 2026 | May 01, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 19,936 | 12,964 | 9.89% | 10.16% | 1338 | -223 | -1.11% | Q1 2026 | May 08, 2026 |
| Trust Point Inc. | History | Added to | 19,887 | 12,933 | 1.12% | 1.06% | 1340 | +136 | 0.69% | Q1 2026 | Apr 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 19,832 | 12,933 | 0.05% | 0.04% | 1339 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 19,853 | 12,911 | 2.46% | 3.52% | 1341 | -7,361 | -27.05% | Q1 2026 | May 08, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 19,770 | 12,857 | 1.75% | 2.0% | 1342 | +139 | 0.71% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 19,760 | 12,850 | 0.01% | 0.01% | 1343 | +1,619 | 8.92% | Q1 2026 | May 08, 2026 |
| Quintet Private Bank (Europe) S.A. | History | Reduced | 19,739 | 12,837 | 0.86% | 0.88% | 1344 | -2,490 | -11.2% | Q1 2026 | Apr 22, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 19,692 | 12,806 | 1.46% | 1.5% | 1345 | +410 | 2.13% | Q1 2026 | May 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 19,678 | 12,797 | 0.95% | 0.94% | 1346 | +876 | 4.66% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | Added to | 19,625 | 12,763 | 1.94% | 1.98% | 1347 | +203 | 1.05% | Q1 2026 | Apr 27, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 19,619 | 12,759 | 0.69% | 2.59% | 1348 | -52,907 | -72.95% | Q1 2026 | May 04, 2026 |
| Montecito Bank & Trust | History | Reduced | 19,613 | 12,755 | 2.1% | 2.14% | 1349 | -59 | -0.3% | Q1 2026 | Apr 16, 2026 |
| Boxwood Ventures, Inc. | History | Reduced | 19,549 | 12,749 | 13.52% | 13.46% | 1350 | -1 | -0.01% | Q1 2026 | May 11, 2026 |
| Northside Capital Management, LLC | History | Added to | 19,561 | 12,721 | 1.12% | 1.16% | 1351 | +1 | 0.01% | Q1 2026 | Apr 10, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 19,496 | 12,679 | 4.85% | 5.42% | 1352 | -643 | -3.19% | Q1 2026 | May 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 19,205 | 12,489 | 1.3% | 1.53% | 1353 | -2,291 | -10.66% | Q1 2026 | Apr 13, 2026 |
| BEACONLIGHT CAPITAL, LLC | History | New | 19,200 | 12,486 | 6.58% | — | 1354 | +19,200 | New | Q1 2026 | May 14, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Reduced | 19,176 | 12,470 | 11.93% | 12.41% | 1355 | -251 | -1.29% | Q1 2026 | Apr 14, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 19,140 | 12,447 | 3.28% | 4.39% | 1356 | -3,680 | -16.13% | Q1 2026 | May 11, 2026 |
| Bricktown Capital, LLC | History | Reduced | 19,100 | 12,421 | 2.45% | 2.3% | 1357 | -900 | -4.5% | Q1 2026 | Apr 16, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 19,093 | 12,417 | 0.99% | 0.91% | 1358 | +1,471 | 8.35% | Q1 2026 | Apr 27, 2026 |
| McLean Asset Management Corp | History | Reduced | 19,024 | 12,372 | 2.16% | 2.35% | 1359 | -5 | -0.03% | Q1 2026 | Apr 22, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 19,010 | 12,362 | 0.26% | 0.26% | 1360 | +746 | 4.08% | Q1 2026 | May 13, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 19,001 | 12,357 | 2.22% | 0.4% | 1361 | +16,032 | 539.98% | Q1 2026 | Apr 10, 2026 |
| UNION SAVINGS BANK | History | Reduced | 19,002 | 12,357 | 5.42% | 5.65% | 1362 | -119 | -0.62% | Q1 2026 | Apr 17, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 18,990 | 12,349 | 4.79% | 6.01% | 1363 | -3,514 | -15.62% | Q1 2026 | Apr 08, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 18,983 | 12,345 | 0.86% | 0.68% | 1364 | +136 | 0.72% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Added to | 18,971 | 12,337 | 0.71% | 0.67% | 1365 | +1,660 | 9.59% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 18,930 | 12,310 | 0.9% | 0.73% | 1366 | +3,308 | 21.18% | Q1 2026 | Apr 20, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 18,904 | 12,294 | 1.17% | 1.18% | 1367 | +710 | 3.9% | Q1 2026 | Apr 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 18,901 | 12,292 | 8.48% | 8.22% | 1368 | +80 | 0.43% | Q1 2026 | May 07, 2026 |
| Lansing Street Advisors | History | Reduced | 18,825 | 12,276 | 3.09% | 3.4% | 1369 | -655 | -3.36% | Q1 2026 | Apr 28, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 18,829 | 12,245 | 0.9% | 0.8% | 1370 | +2,728 | 16.94% | Q1 2026 | May 07, 2026 |
| RB Capital Management, LLC | History | Added to | 18,816 | 12,236 | 2.6% | 2.2% | 1371 | +2,577 | 15.87% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 18,796 | 12,226 | 0.33% | 0.38% | 1372 | -1,481 | -7.3% | Q1 2026 | May 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 18,783 | 12,215 | 3.21% | 2.86% | 1373 | -24 | -0.13% | Q1 2026 | May 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 19,291 | 12,191 | 0.01% | 0.01% | 1374 | +3,179 | 19.73% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 18,673 | 12,143 | 0.38% | 0.48% | 1375 | +3,568 | 23.62% | Q1 2026 | Apr 29, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 18,671 | 12,142 | 0.81% | 0.91% | 1376 | -2,899 | -13.44% | Q1 2026 | May 14, 2026 |
| INTRUST BANK NA | History | Reduced | 18,628 | 12,114 | 0.99% | 1.18% | 1377 | -2,245 | -10.76% | Q1 2026 | May 06, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 18,624 | 12,112 | 4.18% | 5.41% | 1378 | -3,221 | -14.74% | Q1 2026 | Apr 28, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 18,597 | 12,096 | 4.22% | 4.64% | 1379 | -233 | -1.24% | Q1 2026 | Apr 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 18,656 | 12,080 | 1.6% | 2.16% | 1380 | -4,900 | -20.8% | Q1 2026 | Apr 30, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 18,539 | 12,056 | 4.83% | 4.81% | 1381 | +472 | 2.61% | Q1 2026 | Apr 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 18,504 | 12,033 | 1.46% | 1.58% | 1382 | -701 | -3.65% | Q1 2026 | Apr 23, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 18,490 | 12,024 | 0.46% | 0.47% | 1383 | -262 | -1.4% | Q1 2026 | Apr 16, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 16,416 | 12,021 | 4.3% | 4.65% | 1384 | -1,026 | -5.88% | Q1 2026 | May 08, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 18,467 | 12,009 | 3.76% | 3.67% | 1385 | -110 | -0.59% | Q1 2026 | Apr 28, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 18,457 | 12,003 | 3.17% | 3.28% | 1386 | +32 | 0.17% | Q1 2026 | Apr 09, 2026 |
| Balboa Wealth Partners | History | Reduced | 18,451 | 11,999 | 2.01% | 2.34% | 1387 | -2,276 | -10.98% | Q1 2026 | Apr 16, 2026 |
| Vident Advisory, LLC | History | Reduced | 18,436 | 11,990 | 0.1% | 0.15% | 1388 | -5,653 | -23.47% | Q1 2026 | May 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 18,418 | 11,977 | 3.27% | 3.61% | 1389 | -1,581 | -7.91% | Q1 2026 | May 13, 2026 |
| TCP Asset Management, LLC | History | Added to | 18,395 | 11,963 | 1.54% | 0.07% | 1390 | +17,762 | 2806.0% | Q1 2026 | Apr 10, 2026 |
| MATHER GROUP, LLC. | History | Added to | 18,364 | 11,942 | 0.12% | 0.13% | 1391 | +513 | 2.87% | Q1 2026 | Apr 13, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 17,495 | 11,930 | 3.86% | 3.86% | 1392 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisor OS, LLC | History | Added to | 18,335 | 11,923 | 0.86% | 0.84% | 1393 | +3,037 | 19.85% | Q1 2026 | May 07, 2026 |
| Eagle Strategies LLC | History | Reduced | 18,322 | 11,915 | 1.42% | 1.61% | 1394 | -166 | -0.9% | Q1 2026 | Apr 20, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 18,271 | 11,882 | 7.07% | 7.48% | 1395 | -106 | -0.58% | Q1 2026 | Apr 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 78,109 | 11,881 | 0.89% | 0.89% | 1396 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 18,261 | 11,876 | 2.78% | 2.88% | 1397 | -5 | -0.03% | Q1 2026 | May 08, 2026 |
| MGB Wealth Management, LLC | History | No change | 17,310 | 11,827 | 3.38% | 3.38% | 1398 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Plancorp, LLC | History | Added to | 17,402 | 11,823 | 0.34% | 0.35% | 1399 | +358 | 2.1% | Q1 2026 | Apr 14, 2026 |
| Capital Markets Trading UK LLP | History | Added to | 18,163 | 11,812 | 0.15% | 0.01% | 1400 | +16,760 | 1194.58% | Q1 2026 | May 15, 2026 |
| LSP Investment Advisors, LLC | History | No change | 18,164 | 11,812 | 8.58% | 6.59% | 1401 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 18,161 | 11,810 | 0.65% | 0.69% | 1402 | +1,125 | 6.6% | Q1 2026 | May 14, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 18,147 | 11,801 | 2.32% | 2.46% | 1403 | -1 | -0.01% | Q1 2026 | May 11, 2026 |
| Tandem Financial, LLC | History | Added to | 18,060 | 11,776 | 3.75% | 5.62% | 1404 | +10,085 | 126.46% | Q1 2026 | May 08, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 18,043 | 11,734 | 1.52% | 1.42% | 1405 | -796 | -4.23% | Q1 2026 | Apr 22, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 18,000 | 11,706 | 0.31% | 2.38% | 1407 | -94,400 | -83.99% | Q1 2026 | May 15, 2026 |
| MONETTA FINANCIAL SERVICES INC | History | Reduced | 18,000 | 11,706 | 9.08% | 9.28% | 1406 | -1,000 | -5.26% | Q1 2026 | May 12, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 17,966 | 11,684 | 5.26% | 5.35% | 1408 | +288 | 1.63% | Q1 2026 | May 11, 2026 |
| Edge Financial Advisors LLC | History | No change | 17,118 | 11,673 | 4.91% | 4.91% | 1409 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 17,944 | 11,669 | 2.49% | 2.69% | 1410 | -324 | -1.77% | Q1 2026 | Apr 10, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 17,914 | 11,650 | 2.12% | 2.28% | 1411 | +4 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 17,908 | 11,646 | 4.72% | 5.39% | 1412 | -460 | -2.5% | Q1 2026 | Apr 28, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 17,884 | 11,630 | 3.42% | 5.57% | 1413 | +783 | 4.58% | Q1 2026 | May 14, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 17,870 | 11,621 | 4.74% | 3.81% | 1414 | +4,284 | 31.53% | Q1 2026 | May 06, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 17,823 | 11,591 | 1.09% | 1.21% | 1415 | -1,354 | -7.06% | Q1 2026 | Apr 02, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 17,812 | 11,583 | 1.6% | 1.59% | 1416 | +388 | 2.23% | Q1 2026 | May 07, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 17,787 | 11,567 | 2.16% | 7.91% | 1417 | -44,116 | -71.27% | Q1 2026 | May 05, 2026 |
| Canopy Partners, LLC | History | No change | 17,781 | 11,563 | 3.97% | 3.95% | 1418 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 17,679 | 11,497 | 7.92% | 8.94% | 1419 | -447 | -2.47% | Q1 2026 | May 14, 2026 |
| Sage Capital Advisors,llc | History | Added to | 17,637 | 11,469 | 2.66% | 2.86% | 1420 | +8 | 0.05% | Q1 2026 | Apr 07, 2026 |
| South Shore Capital Advisors | History | Reduced | 17,562 | 11,421 | 8.35% | 8.76% | 1421 | -23 | -0.13% | Q1 2026 | Apr 28, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 17,548 | 11,412 | 0.64% | 0.74% | 1422 | -2,817 | -13.83% | Q1 2026 | Apr 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 17,538 | 11,405 | 2.56% | 2.56% | 1423 | -140 | -0.79% | Q1 2026 | Apr 23, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 17,513 | 11,389 | 0.65% | 0.71% | 1424 | -953 | -5.16% | Q1 2026 | May 07, 2026 |
| RMR Wealth Builders | History | Reduced | 17,486 | 11,371 | 0.9% | 0.96% | 1425 | -82 | -0.47% | Q1 2026 | Apr 22, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 17,444 | 11,344 | 1.7% | 1.67% | 1426 | +471 | 2.77% | Q1 2026 | Apr 21, 2026 |
| KG Capital Management | History | Reduced | 17,292 | 11,245 | 8.06% | 3.3% | 1427 | -2,253 | -11.53% | Q1 2026 | Apr 22, 2026 |
| Balefire, LLC | History | Reduced | 17,283 | 11,239 | 2.12% | 2.4% | 1428 | -777 | -4.3% | Q1 2026 | May 07, 2026 |
| Codex Capital Asset Management L.L.C. | History | No change | 17,270 | 11,231 | 4.34% | 4.28% | 1429 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 17,187 | 11,207 | 3.04% | 2.08% | 1430 | +10,062 | 141.22% | Q1 2026 | Apr 08, 2026 |
| HOURGLASS CAPITAL, LLC | History | Added to | 17,164 | 11,162 | 2.32% | 0.14% | 1431 | +16,180 | 1644.31% | Q1 2026 | May 04, 2026 |
| Heritage Wealth Advisors | History | Reduced | 17,162 | 11,161 | 0.44% | 0.47% | 1432 | -939 | -5.19% | Q1 2026 | May 13, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 17,071 | 11,132 | 10.0% | 10.48% | 1433 | +1,074 | 6.71% | Q1 2026 | May 12, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 17,072 | 11,102 | 0.48% | 0.52% | 1434 | -314 | -1.81% | Q1 2026 | May 11, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 17,036 | 11,079 | 3.25% | 3.44% | 1435 | -351 | -2.02% | Q1 2026 | Apr 17, 2026 |
| Weil Company, Inc. | History | Reduced | 17,022 | 11,070 | 2.49% | 2.73% | 1436 | -378 | -2.17% | Q1 2026 | Apr 15, 2026 |
| First Eagle Investment Management, LLC | History | New | 17,000 | 11,055 | 0.02% | — | 1437 | +17,000 | New | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 16,961 | 11,030 | 1.56% | 1.68% | 1438 | -889 | -4.98% | Q1 2026 | Apr 15, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 16,945 | 11,020 | 1.52% | 1.6% | 1439 | -324 | -1.88% | Q1 2026 | May 14, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 16,907 | 10,995 | 0.2% | 0.25% | 1440 | -4,161 | -19.75% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 16,881 | 10,978 | 6.08% | 6.7% | 1441 | +278 | 1.67% | Q1 2026 | May 05, 2026 |
| Northern Financial Advisors Inc | History | Added to | 16,867 | 10,969 | 8.0% | 8.47% | 1442 | +5,996 | 55.16% | Q1 2026 | Apr 28, 2026 |
| E Fund Management Co., Ltd. | History | New | 16,827 | 10,943 | 0.33% | — | 1444 | +16,827 | New | Q1 2026 | Apr 13, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Added to | 16,827 | 10,943 | 4.98% | 3.79% | 1443 | +634 | 3.92% | Q1 2026 | Apr 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 16,786 | 10,916 | 0.34% | 0.42% | 1445 | -2,847 | -14.5% | Q1 2026 | Apr 27, 2026 |
| Jupiter Wealth Management LLC | History | Added to | 14,702 | 10,913 | 4.31% | 4.34% | 1446 | +410 | 2.87% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 15,553 | 10,912 | 0.35% | 0.37% | 1447 | -53 | -0.34% | Q1 2026 | Apr 17, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 16,772 | 10,907 | 2.18% | 2.36% | 1448 | -404 | -2.35% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 16,758 | 10,898 | 8.74% | 9.84% | 1449 | -116 | -0.69% | Q1 2026 | May 01, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 16,753 | 10,895 | 2.68% | 14.1% | 1450 | -51,003 | -75.27% | Q1 2026 | May 15, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 16,744 | 10,889 | 7.44% | 8.1% | 1451 | -309 | -1.81% | Q1 2026 | Apr 21, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 16,675 | 10,844 | 1.46% | 2.09% | 1452 | -7,416 | -30.78% | Q1 2026 | Apr 08, 2026 |
| Old North State Trust, LLC | History | Added to | 16,665 | 10,838 | 6.44% | 6.7% | 1453 | +44 | 0.26% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 16,646 | 10,826 | 0.0% | 0.0% | 1454 | -703 | -4.05% | Q1 2026 | May 05, 2026 |
| Cannell & Spears LLC | History | Reduced | 16,629 | 10,814 | 0.21% | 0.22% | 1455 | -296 | -1.75% | Q1 2026 | May 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 16,604 | 10,797 | 0.76% | 0.81% | 1456 | +749 | 4.72% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 16,598 | 10,794 | 0.33% | 0.4% | 1457 | -2,467 | -12.94% | Q1 2026 | May 13, 2026 |
| Lewis Asset Management, LLC | History | Added to | 16,516 | 10,740 | 4.39% | 4.56% | 1458 | +98 | 0.6% | Q1 2026 | Apr 21, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 16,486 | 10,721 | 2.36% | 2.36% | 1459 | -48 | -0.29% | Q1 2026 | Apr 15, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 16,444 | 10,694 | 0.93% | 1.02% | 1460 | -237 | -1.42% | Q1 2026 | Apr 20, 2026 |
| Perennial Advisors, LLC | History | Added to | 16,412 | 10,673 | 1.82% | 1.41% | 1461 | +4,123 | 33.55% | Q1 2026 | Apr 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 16,405 | 10,668 | 0.12% | 0.12% | 1462 | -140 | -0.85% | Q1 2026 | Apr 20, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 16,399 | 10,665 | 1.12% | 1.29% | 1463 | -853 | -4.94% | Q1 2026 | May 11, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 16,383 | 10,654 | 8.43% | 7.72% | 1464 | +6,407 | 64.22% | Q1 2026 | May 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 16,382 | 10,653 | 0.29% | 0.3% | 1465 | -337 | -2.02% | Q1 2026 | Apr 28, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 16,365 | 10,642 | 1.37% | 1.41% | 1466 | -9 | -0.05% | Q1 2026 | May 07, 2026 |
| Peak Asset Management, LLC | History | Reduced | 16,306 | 10,604 | 1.87% | 1.92% | 1467 | -231 | -1.4% | Q1 2026 | May 14, 2026 |
| Mount Capital Ltd | History | No change | 16,200 | 10,535 | 4.24% | 4.46% | 1468 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 16,178 | 10,521 | 0.42% | 0.42% | 1469 | +8 | 0.05% | Q1 2026 | May 01, 2026 |
| Farringdon Capital, Ltd. | History | New | 16,157 | 10,507 | 2.3% | — | 1471 | +16,157 | New | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 16,157 | 10,507 | 0.04% | 0.03% | 1470 | +4,162 | 34.7% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 15,381 | 10,488 | 0.68% | 0.68% | 1472 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 16,119 | 10,482 | 0.57% | 0.59% | 1473 | +508 | 3.25% | Q1 2026 | May 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 16,088 | 10,462 | 0.71% | 1.3% | 1474 | -14,568 | -47.52% | Q1 2026 | May 21, 2026 |
| COURIER CAPITAL LLC | History | Added to | 16,080 | 10,457 | 0.58% | 0.61% | 1475 | +106 | 0.66% | Q1 2026 | Apr 23, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 16,040 | 10,431 | 1.14% | 0.87% | 1476 | +5,094 | 46.54% | Q1 2026 | May 11, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 16,010 | 10,412 | 2.23% | 2.32% | 1477 | -113 | -0.7% | Q1 2026 | May 13, 2026 |
| NORDEN GROUP LLC | History | Added to | 15,999 | 10,404 | 1.0% | 1.05% | 1478 | +204 | 1.29% | Q1 2026 | Apr 15, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 15,988 | 10,397 | 0.3% | 0.3% | 1479 | -103 | -0.64% | Q1 2026 | Apr 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 15,955 | 10,376 | 1.68% | 1.4% | 1480 | +810 | 5.35% | Q1 2026 | May 15, 2026 |
| Next Level Private LLC | History | Added to | 15,953 | 10,374 | 2.34% | 2.81% | 1481 | +253 | 1.61% | Q1 2026 | Apr 23, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 15,931 | 10,360 | 0.55% | 0.56% | 1482 | -157 | -0.98% | Q1 2026 | Apr 29, 2026 |
| CGN Advisors LLC | History | No change | 15,922 | 10,354 | 0.82% | 0.86% | 1483 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 15,921 | 10,353 | 9.28% | — | 1484 | +15,921 | New | Q1 2026 | May 05, 2026 |
| Accent Capital Management, LLC | History | Reduced | 15,869 | 10,345 | 5.01% | 4.82% | 1485 | -530 | -3.23% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 15,881 | 10,328 | 0.57% | 0.48% | 1486 | +3,383 | 27.07% | Q1 2026 | Apr 30, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 15,878 | 10,326 | 1.05% | 0.75% | 1487 | +5,118 | 47.57% | Q1 2026 | May 07, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 15,829 | 10,294 | 0.72% | 0.81% | 1488 | -753 | -4.54% | Q1 2026 | May 12, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 15,793 | 10,270 | 4.89% | 4.82% | 1489 | -45 | -0.28% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | Reduced | 15,713 | 10,247 | 2.09% | 2.34% | 1490 | -184 | -1.16% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 15,753 | 10,244 | 0.12% | 0.19% | 1491 | -6,844 | -30.29% | Q1 2026 | May 01, 2026 |
| Forum Financial Management, LP | History | Reduced | 15,743 | 10,238 | 0.14% | 0.15% | 1492 | -860 | -5.18% | Q1 2026 | Apr 23, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 15,670 | 10,190 | 0.49% | 0.43% | 1493 | +1,930 | 14.05% | Q1 2026 | Apr 09, 2026 |
| Abound Wealth Management | History | Reduced | 15,662 | 10,185 | 2.31% | 2.51% | 1494 | -82 | -0.52% | Q1 2026 | Apr 10, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 15,626 | 10,162 | 6.57% | 7.2% | 1495 | -649 | -3.99% | Q1 2026 | May 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 15,620 | 10,158 | 0.41% | 0.41% | 1496 | -421 | -2.62% | Q1 2026 | May 04, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 15,573 | 10,127 | 1.03% | 0.94% | 1497 | +2,672 | 20.71% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 15,547 | 10,110 | 0.38% | 0.53% | 1498 | -6,351 | -29.0% | Q1 2026 | Apr 20, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 14,510 | 10,086 | 0.68% | 0.68% | 1499 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 15,473 | 10,062 | 4.23% | 4.43% | 1500 | -116 | -0.74% | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 15,439 | 10,040 | 1.59% | 1.48% | 1501 | +3,714 | 31.68% | Q1 2026 | Apr 17, 2026 |
| Tactive Advisors, LLC | History | Reduced | 15,435 | 10,038 | 2.83% | 3.12% | 1502 | -182 | -1.17% | Q1 2026 | Apr 16, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 15,434 | 10,036 | 0.45% | 0.46% | 1503 | +89 | 0.58% | Q1 2026 | Apr 21, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 15,361 | 9,989 | 0.53% | 0.57% | 1504 | +261 | 1.73% | Q1 2026 | Apr 27, 2026 |
| ASL Financial, LLC | History | Reduced | 15,357 | 9,987 | 7.98% | 8.71% | 1505 | -912 | -5.61% | Q1 2026 | Apr 09, 2026 |
| Ackerman Asset Management, LLC | History | No change | 15,349 | 9,982 | 6.96% | 6.96% | 1506 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 15,262 | 9,925 | 1.37% | 1.4% | 1507 | +183 | 1.21% | Q1 2026 | Apr 22, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 15,210 | 9,891 | 4.15% | 6.73% | 1508 | -7,767 | -33.8% | Q1 2026 | Apr 21, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 15,201 | 9,886 | 0.78% | 0.84% | 1509 | +2,249 | 17.36% | Q1 2026 | Apr 16, 2026 |
| CDC Financial, Inc. | History | Reduced | 15,200 | 9,885 | 6.29% | 15.03% | 1510 | -31,200 | -67.24% | Q1 2026 | May 15, 2026 |
| Darrow Company, Inc. | History | Added to | 15,173 | 9,868 | 4.44% | 3.18% | 1511 | +4,802 | 46.3% | Q1 2026 | Apr 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 15,170 | 9,865 | 1.21% | 1.26% | 1512 | -243 | -1.58% | Q1 2026 | May 05, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 15,135 | 9,842 | 1.14% | 1.55% | 1513 | -4,625 | -23.41% | Q1 2026 | May 06, 2026 |
| Community Bank, N.A. | History | Reduced | 15,122 | 9,834 | 1.17% | 1.25% | 1514 | -369 | -2.38% | Q1 2026 | May 12, 2026 |
| Roundview Capital LLC | History | Reduced | 15,114 | 9,829 | 0.61% | 0.65% | 1515 | -320 | -2.07% | Q1 2026 | May 08, 2026 |
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT | History | Reduced | 15,090 | 9,813 | 100.0% | 100.0% | 1516 | -60,330 | -79.99% | Q1 2026 | Apr 01, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 15,082 | 9,808 | 1.78% | 1.14% | 1517 | +5,552 | 58.26% | Q1 2026 | May 11, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 15,033 | 9,776 | 1.42% | 1.55% | 1518 | +284 | 1.93% | Q1 2026 | May 11, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 15,021 | 9,768 | 3.74% | 4.01% | 1519 | +131 | 0.88% | Q1 2026 | Apr 23, 2026 |
| Cordant, Inc. | History | Reduced | 15,017 | 9,766 | 3.96% | 4.92% | 1520 | -2,185 | -12.7% | Q1 2026 | Apr 13, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 15,017 | 9,766 | 5.97% | 7.11% | 1521 | -1,549 | -9.35% | Q1 2026 | Apr 21, 2026 |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | History | New | 15,000 | 9,755 | 13.26% | — | 1524 | +15,000 | New | Q1 2026 | May 14, 2026 |
| Spruce Point Capital Management, LLC | History | Reduced | 15,000 | 9,755 | 10.73% | 26.66% | 1522 | -3,800 | -20.21% | Q1 2026 | May 12, 2026 |
| Wilmar Advisors LLC | History | No change | 15,000 | 9,755 | 8.43% | 7.99% | 1523 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | History | Reduced | 15,000 | 9,754 | 1.21% | 9.31% | 1525 | -30,200 | -66.81% | Q1 2026 | May 14, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 14,034 | 9,746 | 1.33% | 2.22% | 1526 | -2,974 | -17.49% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 14,286 | 9,741 | 0.41% | 0.41% | 1527 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Estate Planners Group, LLC | History | Reduced | 14,978 | 9,740 | 4.68% | 4.49% | 1528 | -211 | -1.39% | Q1 2026 | May 11, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 14,939 | 9,715 | 3.5% | 4.14% | 1529 | -1,202 | -7.45% | Q1 2026 | May 14, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 1,479 | 9,700 | 5.22% | 1.04% | 1530 | -1,260 | -46.0% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 14,904 | 9,693 | 0.01% | 0.01% | 1531 | -1,586 | -9.62% | Q1 2026 | May 12, 2026 |
| GenWealth Group, Inc. | History | Reduced | 14,852 | 9,658 | 1.65% | 1.76% | 1532 | -70 | -0.47% | Q1 2026 | May 11, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 14,800 | 9,651 | 3.35% | 3.58% | 1533 | +508 | 3.55% | Q1 2026 | May 04, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 14,822 | 9,639 | 1.03% | 1.07% | 1534 | -575 | -3.73% | Q1 2026 | Apr 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 14,819 | 9,637 | 0.95% | 1.05% | 1535 | -947 | -6.01% | Q1 2026 | May 14, 2026 |
| PALLADIEM, LLC | History | Reduced | 14,131 | 9,608 | 9.17% | 9.25% | 1536 | -78 | -0.55% | Q1 2026 | May 06, 2026 |
| XY Planning Network, Inc. | History | Added to | 14,653 | 9,601 | 1.53% | 1.74% | 1537 | +43 | 0.29% | Q1 2026 | Apr 14, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 14,760 | 9,599 | 2.88% | 2.87% | 1538 | +667 | 4.73% | Q1 2026 | Apr 20, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 14,760 | 9,598 | 1.17% | 1.2% | 1539 | -288 | -1.91% | Q1 2026 | May 06, 2026 |
| Industrial Alliance Investment Management Inc. | History | Reduced | 14,737 | 9,584 | 5.73% | 8.31% | 1540 | -6,728 | -31.34% | Q1 2026 | Apr 23, 2026 |
| Bolthouse Investments, LLC | History | Added to | 14,707 | 9,564 | 8.65% | 8.61% | 1541 | +503 | 3.54% | Q1 2026 | Apr 28, 2026 |
| VanderPol Investments L.L.C. | History | No change | 15,400 | 9,554 | 16.61% | 16.61% | 1542 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ASSETMARK, INC | History | Reduced | 14,684 | 9,549 | 0.02% | 0.02% | 1543 | -1,245 | -7.82% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 14,674 | 9,542 | 0.0% | 0.0% | 1544 | +2,055 | 16.28% | Q1 2026 | May 12, 2026 |
| Plum Street Advisors, LLC | History | Added to | 14,593 | 9,490 | 3.29% | 3.5% | 1545 | +165 | 1.14% | Q1 2026 | May 14, 2026 |
| Gainplan LLC | History | Reduced | 49,264 | 9,468 | 7.1% | 37.99% | 1546 | -179,460 | -78.46% | Q1 2026 | Apr 08, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 14,505 | 9,448 | 5.09% | 5.88% | 1547 | -981 | -6.33% | Q1 2026 | May 14, 2026 |
| First American Bank | History | Reduced | 14,528 | 9,448 | 0.59% | 0.61% | 1548 | -330 | -2.22% | Q1 2026 | Apr 20, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 14,404 | 9,393 | 1.45% | 1.49% | 1549 | +1,078 | 8.09% | Q1 2026 | May 06, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 14,440 | 9,390 | 5.02% | 5.28% | 1550 | -262 | -1.78% | Q1 2026 | Apr 27, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 14,432 | 9,385 | 2.99% | 3.05% | 1551 | +177 | 1.24% | Q1 2026 | Apr 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 14,397 | 9,363 | 2.68% | 2.64% | 1552 | +872 | 6.45% | Q1 2026 | May 14, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 14,396 | 9,361 | 11.56% | 11.24% | 1553 | +330 | 2.35% | Q1 2026 | Apr 29, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 14,389 | 9,357 | 0.26% | 0.28% | 1554 | -545 | -3.65% | Q1 2026 | May 04, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 14,372 | 9,346 | 0.52% | 0.77% | 1555 | -4,986 | -25.76% | Q1 2026 | May 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 14,350 | 9,332 | 1.54% | 1.49% | 1556 | +1,570 | 12.28% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 14,329 | 9,319 | 2.55% | 2.79% | 1557 | +225 | 1.6% | Q1 2026 | May 13, 2026 |
| Polymer Capital Management (HK) LTD | History | Added to | 14,329 | 9,318 | 0.81% | 1.05% | 1558 | +3,500 | 32.32% | Q1 2026 | May 14, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 14,246 | 9,264 | 1.0% | 1.01% | 1559 | -425 | -2.9% | Q1 2026 | May 01, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 14,225 | 9,250 | 9.03% | 9.8% | 1560 | +136 | 0.97% | Q1 2026 | Apr 24, 2026 |
| Bedminster, LLC | History | Reduced | 14,193 | 9,230 | 8.59% | 9.15% | 1561 | -410 | -2.81% | Q1 2026 | Apr 24, 2026 |
| Towercrest Capital Management | History | Reduced | 14,179 | 9,221 | 1.44% | 1.59% | 1562 | -620 | -4.19% | Q1 2026 | May 01, 2026 |
| Columbia Asset Management | History | Added to | 14,166 | 9,212 | 1.75% | 1.68% | 1563 | +274 | 1.97% | Q1 2026 | Apr 20, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 14,122 | 9,184 | 0.52% | 0.64% | 1564 | +205 | 1.47% | Q1 2026 | May 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 13,582 | 9,181 | 2.52% | 2.54% | 1565 | -474 | -3.37% | Q1 2026 | Apr 30, 2026 |
| Hedeker Wealth, LLC | History | Reduced | 14,088 | 9,161 | 1.93% | 2.13% | 1566 | -825 | -5.53% | Q1 2026 | May 11, 2026 |
| Citizens Business Bank | History | Reduced | 14,088 | 9,161 | 1.5% | 1.67% | 1567 | -695 | -4.7% | Q1 2026 | May 01, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 73,593 | 9,142 | 1.88% | 2.1% | 1568 | +7,731 | 11.74% | Q1 2026 | May 15, 2026 |
| Aspen Wealth Management LLC | History | Added to | 14,035 | 9,127 | 1.82% | 2.01% | 1569 | +15 | 0.11% | Q1 2026 | Apr 01, 2026 |
| INSIGHT 2811, INC. | History | Added to | 14,008 | 9,109 | 3.81% | 1.3% | 1571 | +1,565 | 12.58% | Q1 2026 | May 07, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 13,358 | 9,109 | 0.71% | 0.71% | 1570 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Trust | History | Reduced | 13,992 | 9,099 | 1.74% | 1.79% | 1572 | -40 | -0.29% | Q1 2026 | Apr 14, 2026 |
| BFSG, LLC | History | Reduced | 13,874 | 9,022 | 0.85% | 0.96% | 1573 | -622 | -4.29% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 13,855 | 9,011 | 0.47% | 0.51% | 1574 | -518 | -3.6% | Q1 2026 | May 15, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 13,834 | 8,996 | 0.75% | 0.64% | 1575 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| McLaughlin Asset Management, Inc. | History | Reduced | 13,816 | 8,985 | 8.59% | 8.61% | 1576 | -292 | -2.07% | Q1 2026 | Apr 29, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 13,785 | 8,964 | 2.17% | 2.25% | 1577 | +769 | 5.91% | Q1 2026 | May 11, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 83,026 | 8,946 | 6.49% | 6.55% | 1578 | -17,038 | -17.03% | Q1 2026 | Apr 09, 2026 |
| Cannon Advisors, Inc. | History | Added to | 13,741 | 8,936 | 6.63% | 6.6% | 1580 | +185 | 1.36% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 13,741 | 8,936 | 0.65% | 0.67% | 1579 | -64 | -0.46% | Q1 2026 | May 05, 2026 |
| waypoint wealth counsel | History | Reduced | 13,735 | 8,932 | 4.62% | 4.19% | 1581 | -3,034 | -18.09% | Q1 2026 | Apr 23, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Reduced | 13,707 | 8,914 | 14.29% | 5.97% | 1582 | -1 | -0.01% | Q1 2026 | Apr 16, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | Reduced | 13,690 | 8,903 | 4.57% | 4.61% | 1583 | -237 | -1.7% | Q1 2026 | May 13, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 13,689 | 8,902 | 2.3% | 3.01% | 1584 | -3,515 | -20.43% | Q1 2026 | Apr 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 13,687 | 8,901 | 0.24% | 0.65% | 1585 | -23,445 | -63.14% | Q1 2026 | Apr 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 13,680 | 8,896 | 2.66% | 3.6% | 1586 | -3,196 | -18.94% | Q1 2026 | Apr 06, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 13,678 | 8,895 | 1.32% | 1.12% | 1587 | +2,893 | 26.82% | Q1 2026 | May 11, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 13,676 | 8,894 | 0.43% | 0.34% | 1588 | +2,902 | 26.94% | Q1 2026 | May 11, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | No change | 13,671 | 8,890 | 7.51% | 7.57% | 1589 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Frisco Financial Planning LLC | History | Added to | 13,628 | 8,862 | 7.31% | 7.46% | 1590 | +538 | 4.11% | Q1 2026 | May 12, 2026 |
| First Washington CORP | History | No change | 13,576 | 8,829 | 2.5% | 2.4% | 1591 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 13,536 | 8,827 | 8.81% | 9.94% | 1592 | -9,435 | -41.07% | Q1 2026 | May 06, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 13,530 | 8,799 | 0.07% | 0.08% | 1593 | -2,800 | -17.15% | Q1 2026 | May 15, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 12,275 | 8,779 | 3.7% | 3.76% | 1594 | -6 | -0.05% | Q1 2026 | May 08, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 13,462 | 8,754 | 7.03% | 6.65% | 1595 | -2,123 | -13.62% | Q1 2026 | Apr 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 13,442 | 8,742 | 0.63% | 0.61% | 1596 | -511 | -3.66% | Q1 2026 | Apr 16, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 12,808 | 8,734 | 0.64% | 0.64% | 1597 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cypress Capital, LLC | History | Reduced | 13,392 | 8,709 | 2.48% | 5.03% | 1598 | -12,944 | -49.15% | Q1 2026 | Apr 28, 2026 |
| NBT BANK N A /NY | History | Added to | 13,390 | 8,707 | 0.57% | 0.59% | 1599 | +45 | 0.34% | Q1 2026 | Apr 28, 2026 |
| Westmount Partners, LLC | History | Reduced | 13,375 | 8,698 | 2.14% | 2.34% | 1600 | -366 | -2.66% | Q1 2026 | Apr 16, 2026 |
| Hartree Partners, LP | History | New | 13,360 | 8,688 | 1.86% | — | 1601 | +13,360 | New | Q1 2026 | May 12, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 13,351 | 8,682 | 1.49% | 2.18% | 1602 | -5,257 | -28.25% | Q1 2026 | May 06, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Added to | 389,900 | 8,675 | 5.56% | 12.58% | 1603 | +155,100 | 66.06% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 13,339 | 8,674 | 0.68% | 0.82% | 1604 | -2,600 | -16.31% | Q1 2026 | Apr 23, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 13,298 | 8,648 | 6.01% | 5.88% | 1605 | +681 | 5.4% | Q1 2026 | May 08, 2026 |
| Michels Family Financial, LLC | History | Added to | 13,279 | 8,635 | 6.23% | 6.5% | 1606 | +297 | 2.29% | Q1 2026 | Apr 24, 2026 |
| HERBST GROUP, LLC | History | Added to | 13,244 | 8,613 | 5.32% | 4.73% | 1607 | +1,456 | 12.35% | Q1 2026 | Apr 09, 2026 |
| Glassman Wealth Services | History | Added to | 13,235 | 8,607 | 1.17% | 1.17% | 1608 | +496 | 3.89% | Q1 2026 | May 04, 2026 |
| Boston Partners | History | Added to | 13,638 | 8,542 | 0.01% | 0.01% | 1609 | +375 | 2.83% | Q1 2026 | May 11, 2026 |
| Motiv8 Investments LLC | History | No change | 12,527 | 8,542 | 4.66% | 4.66% | 1610 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 13,112 | 8,527 | 0.83% | 0.83% | 1611 | +275 | 2.14% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Added to | 12,963 | 8,493 | 0.64% | 0.65% | 1612 | +17 | 0.13% | Q1 2026 | Apr 27, 2026 |
| Certified Advisory Corp | History | Reduced | 13,041 | 8,481 | 0.76% | 0.83% | 1613 | -297 | -2.23% | Q1 2026 | Apr 17, 2026 |
| Harvey Partners, LLC | History | New | 13,000 | 8,454 | 0.67% | — | 1615 | +13,000 | New | Q1 2026 | May 15, 2026 |
| Luxor Capital Group, LP | History | Reduced | 13,000 | 8,454 | 0.59% | 1.31% | 1614 | -12,000 | -48.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 12,990 | 8,447 | 0.1% | 0.12% | 1616 | -2,169 | -14.31% | Q1 2026 | Apr 20, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 12,962 | 8,429 | 1.42% | 1.53% | 1617 | -379 | -2.84% | Q1 2026 | Apr 21, 2026 |
| IRON Financial LLC | History | Reduced | 12,952 | 8,423 | 3.68% | 4.3% | 1618 | -784 | -5.71% | Q1 2026 | Apr 27, 2026 |
| Ruggiero Investments, Inc. | History | Added to | 12,918 | 8,400 | 8.12% | 6.5% | 1619 | +2,354 | 22.28% | Q1 2026 | May 12, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 12,916 | 8,399 | 0.3% | 0.26% | 1620 | +2,477 | 23.73% | Q1 2026 | Apr 24, 2026 |
| Montis Financial, LLC | History | Reduced | 12,911 | 8,396 | 1.74% | 1.86% | 1621 | -903 | -6.54% | Q1 2026 | May 11, 2026 |
| First City Capital Management, Inc. | History | Reduced | 12,902 | 8,390 | 4.45% | 4.66% | 1622 | -39 | -0.3% | Q1 2026 | Apr 17, 2026 |
| Warner Group LLC | History | Added to | 12,888 | 8,381 | 5.47% | 5.08% | 1623 | +797 | 6.59% | Q1 2026 | Apr 29, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 12,877 | 8,374 | 1.88% | 2.04% | 1624 | -177 | -1.36% | Q1 2026 | Apr 02, 2026 |
| URS Advisory LLC | History | Added to | 12,875 | 8,373 | 6.12% | 6.47% | 1625 | +1,459 | 12.78% | Q1 2026 | Apr 23, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 12,871 | 8,370 | 4.74% | 6.04% | 1626 | +1,082 | 9.18% | Q1 2026 | Apr 16, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 12,865 | 8,366 | 6.58% | 6.95% | 1627 | +297 | 2.36% | Q1 2026 | Apr 22, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 12,864 | 8,365 | 0.62% | 0.65% | 1628 | -139 | -1.07% | Q1 2026 | Apr 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 12,837 | 8,359 | 1.29% | 1.37% | 1629 | -76 | -0.59% | Q1 2026 | Apr 17, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 12,843 | 8,352 | 4.78% | 5.14% | 1630 | -507 | -3.8% | Q1 2026 | May 13, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 12,842 | 8,351 | 4.07% | 4.46% | 1631 | -526 | -3.93% | Q1 2026 | Apr 29, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 12,737 | 8,283 | 0.48% | 0.49% | 1632 | +359 | 2.9% | Q1 2026 | Apr 17, 2026 |
| High Probability Advisors, LLC | History | Added to | 12,724 | 8,274 | 1.06% | 0.24% | 1634 | +10,050 | 375.84% | Q1 2026 | Apr 10, 2026 |
| Nemes Rush Group LLC | History | Reduced | 12,723 | 8,274 | 0.79% | 1.17% | 1633 | -5,510 | -30.22% | Q1 2026 | Apr 21, 2026 |
| VMS Asset Management Limited | History | New | 12,710 | 8,265 | 5.05% | — | 1635 | +12,710 | New | Q1 2026 | May 13, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 12,703 | 8,261 | 2.8% | 2.63% | 1636 | +1,584 | 14.25% | Q1 2026 | May 04, 2026 |
| WEST BANCORPORATION INC | History | No change | 12,676 | 8,243 | 4.11% | 4.53% | 1637 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ABNER HERRMAN & BROCK LLC | History | Reduced | 12,668 | 8,239 | 0.91% | 0.89% | 1638 | -62 | -0.49% | Q1 2026 | Apr 07, 2026 |
| Brightwater Advisory LLC | History | Reduced | 12,666 | 8,237 | 5.45% | 5.92% | 1639 | -176 | -1.37% | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | No change | 12,043 | 8,212 | 0.54% | 0.54% | 1640 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 12,576 | 8,178 | 2.21% | 2.75% | 1641 | +96 | 0.77% | Q1 2026 | Apr 17, 2026 |
| Essential Planning, LLC. | History | Added to | 12,568 | 8,173 | 2.6% | 2.21% | 1642 | +2,425 | 23.91% | Q1 2026 | Apr 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 12,534 | 8,151 | 0.22% | 0.24% | 1643 | -2 | -0.02% | Q1 2026 | Apr 23, 2026 |
| One Day In July LLC | History | Added to | 12,513 | 8,137 | 0.65% | 0.62% | 1644 | +1,415 | 12.75% | Q1 2026 | May 05, 2026 |
| Topsail Wealth Management, LLC | History | No change | 12,510 | 8,135 | 1.2% | 1.25% | 1645 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DBK Financial Counsel, LLC | History | No change | 11,926 | 8,132 | 6.24% | 6.24% | 1646 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Skaana Management L.P. | History | Reduced | 12,500 | 8,129 | 2.75% | 4.86% | 1647 | -9,500 | -43.18% | Q1 2026 | May 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 11,961 | 8,127 | 0.08% | 0.07% | 1648 | +853 | 7.68% | Q1 2026 | Apr 13, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 12,475 | 8,112 | 1.22% | 1.02% | 1649 | -130 | -1.03% | Q1 2026 | Apr 14, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 12,463 | 8,105 | 0.93% | 0.96% | 1650 | -318 | -2.49% | Q1 2026 | Apr 17, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 12,421 | 8,077 | 0.45% | 0.52% | 1651 | +359 | 2.98% | Q1 2026 | Apr 29, 2026 |
| Petros Family Wealth, LLC | History | Added to | 12,411 | 8,071 | 5.75% | 5.23% | 1652 | +879 | 7.62% | Q1 2026 | Apr 24, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 12,399 | 8,063 | 2.96% | 3.11% | 1653 | -634 | -4.86% | Q1 2026 | May 04, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 12,394 | 8,060 | 2.74% | 3.06% | 1654 | -768 | -5.83% | Q1 2026 | Apr 09, 2026 |
| Blueshift Asset Management, LLC | History | Reduced | 12,388 | 8,056 | 2.44% | 6.43% | 1655 | -20,284 | -62.08% | Q1 2026 | May 14, 2026 |
| Corundum Group, Inc. | History | Added to | 12,387 | 8,055 | 2.69% | 2.81% | 1656 | +110 | 0.9% | Q1 2026 | Apr 20, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 12,383 | 8,053 | 1.66% | 1.77% | 1657 | -629 | -4.83% | Q1 2026 | Apr 21, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 12,381 | 8,051 | 5.36% | 5.75% | 1658 | -14 | -0.11% | Q1 2026 | May 04, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 12,378 | 8,049 | 1.92% | 1.97% | 1659 | +98 | 0.8% | Q1 2026 | May 08, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 12,375 | 8,047 | 0.57% | 0.58% | 1660 | +134 | 1.09% | Q1 2026 | Apr 28, 2026 |
| GWN SECURITIES INC. | History | Reduced | 12,354 | 8,034 | 1.54% | 1.83% | 1661 | -931 | -7.01% | Q1 2026 | May 14, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Reduced | 12,350 | 8,031 | 1.68% | 2.08% | 1662 | -3,080 | -19.96% | Q1 2026 | Apr 13, 2026 |
| Successful Portfolios LLC | History | Reduced | 12,515 | 8,022 | 4.42% | 4.58% | 1663 | -422 | -3.26% | Q1 2026 | Apr 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 12,307 | 8,003 | 0.91% | 0.93% | 1664 | -3 | -0.02% | Q1 2026 | May 11, 2026 |
| Blue Fin Capital, Inc. | History | No change | 11,720 | 7,992 | 1.24% | 1.24% | 1665 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 12,280 | 7,986 | 1.68% | 1.73% | 1666 | -477 | -3.74% | Q1 2026 | Apr 15, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 12,275 | 7,983 | 2.09% | 2.32% | 1667 | -329 | -2.61% | Q1 2026 | Apr 10, 2026 |
| Madrid Financial Services | History | New | 12,271 | 7,980 | 4.71% | — | 1668 | +12,271 | New | Q1 2026 | May 15, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Added to | 12,210 | 7,940 | 8.52% | 8.09% | 1669 | +1,163 | 10.53% | Q1 2026 | Apr 20, 2026 |
| Sitrin Capital Management LLC | History | Reduced | 12,158 | 7,928 | 3.97% | 4.41% | 1670 | -1,434 | -10.55% | Q1 2026 | Apr 21, 2026 |
| Leo Wealth, LLC | History | Reduced | 12,147 | 7,899 | 0.57% | 0.61% | 1671 | -196 | -1.59% | Q1 2026 | May 05, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 12,128 | 7,887 | 0.15% | 0.16% | 1672 | -269 | -2.17% | Q1 2026 | Apr 16, 2026 |
| Karani Asset Management LLC | History | Added to | 12,100 | 7,869 | 6.44% | 6.64% | 1673 | +200 | 1.68% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 12,089 | 7,861 | 2.04% | 2.35% | 1674 | -238 | -1.93% | Q1 2026 | May 06, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 12,076 | 7,853 | 0.05% | 0.03% | 1675 | +5,642 | 87.69% | Q1 2026 | May 15, 2026 |
| Guardian Partners Inc. | History | Added to | 12,040 | 7,852 | 0.65% | 0.66% | 1676 | +37 | 0.31% | Q1 2026 | May 15, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 12,027 | 7,821 | 1.76% | 1.95% | 1677 | -170 | -1.39% | Q1 2026 | Apr 22, 2026 |
| EDGEWOOD MANAGEMENT LLC | History | Reduced | 12,019 | 7,816 | 0.05% | 0.04% | 1678 | -1,661 | -12.14% | Q1 2026 | May 14, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 11,992 | 7,799 | 2.91% | 3.15% | 1679 | -309 | -2.51% | Q1 2026 | Apr 13, 2026 |
| American Trust | History | Reduced | 11,987 | 7,795 | 0.69% | 0.72% | 1680 | -501 | -4.01% | Q1 2026 | May 01, 2026 |
| F/m Investments LLC | History | Reduced | 11,979 | 7,790 | 0.52% | 0.39% | 1681 | -3,025 | -20.16% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,952 | 7,772 | 0.14% | 0.16% | 1682 | -793 | -6.22% | Q1 2026 | Apr 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 50,000 | 7,768 | 0.19% | 0.46% | 1683 | +22,000 | 78.57% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 11,908 | 7,765 | 0.57% | 0.51% | 1684 | +1,973 | 19.86% | Q1 2026 | Apr 20, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 11,922 | 7,753 | 0.12% | 0.16% | 1685 | -3,801 | -24.17% | Q1 2026 | Apr 01, 2026 |
| FWG Holdings, LLC | History | Reduced | 11,760 | 7,749 | 2.93% | 3.82% | 1686 | -1,131 | -8.77% | Q1 2026 | Apr 13, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 11,909 | 7,744 | 0.12% | 0.13% | 1687 | -825 | -6.48% | Q1 2026 | May 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 11,903 | 7,741 | 2.08% | 2.36% | 1688 | -372 | -3.03% | Q1 2026 | Apr 24, 2026 |
| Providence Financial Advisors, LLC | History | Reduced | 11,894 | 7,735 | 4.41% | 8.78% | 1689 | -1,012 | -7.84% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 11,881 | 7,726 | 0.16% | 0.2% | 1690 | -2,311 | -16.28% | Q1 2026 | May 07, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 11,874 | 7,722 | 4.42% | 5.34% | 1691 | -1,992 | -14.37% | Q1 2026 | Apr 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 11,862 | 7,714 | 0.43% | 0.68% | 1692 | +3,490 | 41.69% | Q1 2026 | Apr 22, 2026 |
| Bank of New Hampshire | History | Reduced | 11,849 | 7,705 | 1.76% | 1.82% | 1693 | -35 | -0.29% | Q1 2026 | Apr 13, 2026 |
| MIZUHO SECURITIES USA LLC | History | Reduced | 11,846 | 7,704 | 0.18% | 15.66% | 1694 | -1,375,988 | -99.15% | Q1 2026 | May 11, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 11,844 | 7,702 | 1.85% | 2.0% | 1695 | -243 | -2.01% | Q1 2026 | Apr 20, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 11,777 | 7,676 | 2.74% | 2.81% | 1696 | +333 | 2.91% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Reduced | 11,774 | 7,657 | 0.17% | 0.18% | 1697 | -10 | -0.08% | Q1 2026 | May 08, 2026 |
| Vigilare Wealth Management | History | Reduced | 11,756 | 7,645 | 2.58% | 4.67% | 1698 | -8,607 | -42.27% | Q1 2026 | Apr 01, 2026 |
| OmniStar Financial Group, Inc. | History | Reduced | 11,749 | 7,635 | 3.96% | 5.4% | 1699 | -1,766 | -13.07% | Q1 2026 | May 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 10,624 | 7,634 | 1.63% | 1.44% | 1700 | +1,381 | 14.94% | Q1 2026 | May 01, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 11,714 | 7,617 | 4.23% | 4.09% | 1701 | -284 | -2.37% | Q1 2026 | May 07, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 11,699 | 7,607 | 2.43% | 2.52% | 1702 | -428 | -3.53% | Q1 2026 | Apr 23, 2026 |
| Sage Capital Management, LLC | History | Reduced | 11,681 | 7,601 | 3.57% | 3.88% | 1703 | -631 | -5.13% | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | Added to | 11,586 | 7,591 | 1.55% | 0.32% | 1704 | +10,087 | 672.92% | Q1 2026 | May 11, 2026 |
| GatePass Capital, LLC | History | Added to | 11,674 | 7,591 | 3.54% | 3.4% | 1705 | +1,996 | 20.62% | Q1 2026 | May 06, 2026 |
| ArchPoint Investors | History | Added to | 11,636 | 7,588 | 1.81% | 1.86% | 1706 | +140 | 1.22% | Q1 2026 | May 14, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 11,609 | 7,549 | 2.42% | 2.22% | 1707 | -130 | -1.11% | Q1 2026 | May 06, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 11,573 | 7,526 | 6.38% | 6.83% | 1708 | -313 | -2.63% | Q1 2026 | May 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 10,605 | 7,515 | 0.29% | 0.25% | 1709 | +1,606 | 17.85% | Q1 2026 | Apr 24, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 11,554 | 7,513 | 0.33% | 0.39% | 1710 | -1,952 | -14.45% | Q1 2026 | May 11, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 11,489 | 7,472 | 0.36% | 0.38% | 1711 | +186 | 1.65% | Q1 2026 | Apr 27, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 11,448 | 7,445 | 11.25% | 11.4% | 1712 | +132 | 1.17% | Q1 2026 | Apr 30, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 11,447 | 7,444 | 1.15% | 1.27% | 1713 | -20 | -0.17% | Q1 2026 | May 07, 2026 |
| M.D. Sass, LLC | History | Reduced | 11,440 | 7,439 | 0.56% | 0.63% | 1714 | -360 | -3.05% | Q1 2026 | May 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 11,417 | 7,424 | 0.92% | 0.25% | 1715 | +8,617 | 307.75% | Q1 2026 | Apr 30, 2026 |
| Centennial Bank/AR/ | History | Reduced | 11,405 | 7,417 | 2.66% | 3.12% | 1716 | -95 | -0.83% | Q1 2026 | May 06, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | Reduced | 11,378 | 7,399 | 0.52% | 0.82% | 1717 | -7,654 | -40.22% | Q1 2026 | May 04, 2026 |
| Garde Capital, Inc. | History | Reduced | 11,373 | 7,396 | 0.44% | 0.47% | 1718 | -155 | -1.34% | Q1 2026 | Apr 28, 2026 |
| Port Capital LLC | History | Added to | 11,355 | 7,384 | 0.33% | 0.33% | 1719 | +150 | 1.34% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 11,348 | 7,379 | 0.76% | 0.84% | 1720 | -426 | -3.62% | Q1 2026 | May 11, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 11,344 | 7,377 | 0.23% | 0.25% | 1721 | +46 | 0.41% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Added to | 11,343 | 7,376 | 2.49% | 2.0% | 1723 | +341 | 3.1% | Q1 2026 | May 01, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 11,343 | 7,376 | 0.81% | 0.86% | 1722 | +93 | 0.83% | Q1 2026 | May 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 11,262 | 7,324 | 0.8% | 0.97% | 1724 | -1,983 | -14.97% | Q1 2026 | Apr 23, 2026 |
| Invst, LLC | History | Added to | 11,255 | 7,319 | 0.83% | 0.7% | 1725 | +1,821 | 19.3% | Q1 2026 | May 13, 2026 |
| Seelaus Asset Management LLC | History | Added to | 11,389 | 7,301 | 5.26% | 5.07% | 1727 | +2,028 | 21.66% | Q1 2026 | Apr 29, 2026 |
| BTC Capital Management, Inc. | History | No change | 11,227 | 7,301 | 0.49% | 0.53% | 1726 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Schear Investment Advisers, LLC | History | Reduced | 11,211 | 7,290 | 3.21% | 3.67% | 1728 | -1,295 | -10.36% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,682 | 7,284 | 0.25% | 0.25% | 1729 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 11,199 | 7,282 | 0.62% | 0.14% | 1730 | +9,002 | 409.74% | Q1 2026 | Apr 09, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 11,185 | 7,274 | 1.15% | 1.19% | 1731 | -12 | -0.11% | Q1 2026 | Apr 13, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 11,169 | 7,263 | 0.9% | 0.85% | 1732 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NDWM LLC | History | Reduced | 11,118 | 7,230 | 4.69% | 19.9% | 1733 | -32,984 | -74.79% | Q1 2026 | Apr 24, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 11,115 | 7,229 | 0.97% | 0.96% | 1734 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 11,093 | 7,214 | 0.32% | 0.18% | 1735 | +1,923 | 20.97% | Q1 2026 | Apr 21, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 10,554 | 7,197 | 3.35% | 3.35% | 1736 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Well Done, LLC | History | Reduced | 11,066 | 7,196 | 1.06% | 1.16% | 1737 | -275 | -2.42% | Q1 2026 | Apr 14, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 11,023 | 7,168 | 2.33% | 2.75% | 1738 | -1,026 | -8.52% | Q1 2026 | May 04, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 11,011 | 7,160 | 0.33% | 0.29% | 1739 | +1,018 | 10.19% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | Reduced | 11,001 | 7,154 | 0.47% | 0.69% | 1740 | -4,395 | -28.55% | Q1 2026 | Apr 28, 2026 |
| Point Break Capital Management, LLC | History | New | 11,000 | 7,153 | 8.13% | — | 1741 | +11,000 | New | Q1 2026 | May 14, 2026 |
| Summa Corp. | History | Added to | 10,993 | 7,149 | 2.96% | 0.49% | 1742 | +9,333 | 562.23% | Q1 2026 | Apr 30, 2026 |
| SYON CAPITAL LLC | History | Added to | 10,992 | 7,148 | 0.36% | 0.32% | 1743 | +1,672 | 17.94% | Q1 2026 | May 13, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 10,990 | 7,147 | 0.67% | 0.77% | 1744 | -501 | -4.36% | Q1 2026 | Apr 30, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | No change | 10,985 | 7,143 | 0.2% | 0.22% | 1745 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 10,979 | 7,140 | 1.97% | 2.22% | 1746 | +332 | 3.12% | Q1 2026 | Apr 15, 2026 |
| TL Private Wealth | History | Added to | 10,499 | 7,133 | 2.82% | 2.8% | 1747 | +4 | 0.04% | Q1 2026 | Apr 13, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 10,950 | 7,120 | 1.06% | 1.01% | 1748 | +1,268 | 13.1% | Q1 2026 | Apr 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 10,936 | 7,111 | 0.07% | 0.06% | 1749 | +2,687 | 32.57% | Q1 2026 | Apr 27, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 10,932 | 7,109 | 5.13% | 1.35% | 1750 | -601 | -5.21% | Q1 2026 | Apr 14, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 10,924 | 7,104 | 5.81% | 6.11% | 1751 | -1,897 | -14.8% | Q1 2026 | May 13, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 10,922 | 7,103 | 2.8% | 3.15% | 1753 | -540 | -4.71% | Q1 2026 | Apr 08, 2026 |
| MASECO LLP | History | Added to | 10,924 | 7,103 | 0.22% | 0.32% | 1752 | +212 | 1.98% | Q1 2026 | Apr 21, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 10,920 | 7,101 | 3.19% | 3.22% | 1754 | +444 | 4.24% | Q1 2026 | Apr 16, 2026 |
| CVFG LLC | History | Reduced | 10,908 | 7,093 | 0.88% | 6.2% | 1755 | -2,359 | -17.78% | Q1 2026 | Apr 29, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 10,862 | 7,064 | 1.95% | 1.93% | 1756 | +272 | 2.57% | Q1 2026 | May 12, 2026 |
| Balentine LLC | History | Reduced | 10,861 | 7,063 | 0.28% | 0.29% | 1757 | -523 | -4.59% | Q1 2026 | Apr 24, 2026 |
| MRWM Advisors, LLC | History | Reduced | 10,860 | 7,062 | 3.83% | 5.43% | 1759 | -3,976 | -26.8% | Q1 2026 | Apr 20, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Reduced | 10,860 | 7,062 | 0.51% | 0.52% | 1758 | -32 | -0.29% | Q1 2026 | Apr 08, 2026 |
| Canoe Financial LP | History | Reduced | 6,555 | 7,061 | 0.1% | 0.14% | 1760 | -5,444 | -45.37% | Q1 2026 | Apr 22, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 10,856 | 7,060 | 1.65% | 1.72% | 1761 | -100 | -0.91% | Q1 2026 | Apr 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 10,831 | 7,046 | 0.54% | 0.58% | 1762 | +387 | 3.71% | Q1 2026 | Apr 22, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 10,828 | 7,041 | 3.54% | 3.35% | 1763 | +744 | 7.38% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 10,792 | 7,018 | 1.26% | 1.35% | 1764 | +310 | 2.96% | Q1 2026 | May 11, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 10,793 | 7,018 | 0.9% | 0.94% | 1765 | +143 | 1.34% | Q1 2026 | May 04, 2026 |
| LCW Services, LLC | History | Reduced | 10,785 | 7,013 | 3.48% | 4.5% | 1766 | -1,612 | -13.0% | Q1 2026 | Apr 27, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 10,437 | 6,996 | 4.98% | 4.69% | 1767 | -20 | -0.19% | Q1 2026 | Apr 16, 2026 |
| Cliffwater LLC | History | Reduced | 10,752 | 6,992 | 1.85% | 1.75% | 1768 | -1,452 | -11.9% | Q1 2026 | May 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 10,725 | 6,976 | 0.45% | 0.47% | 1769 | +15 | 0.14% | Q1 2026 | Apr 17, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 10,704 | 6,965 | 1.65% | 1.66% | 1770 | +202 | 1.92% | Q1 2026 | May 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 10,686 | 6,949 | 0.09% | 0.09% | 1771 | +91 | 0.86% | Q1 2026 | May 04, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 10,657 | 6,930 | 1.14% | 1.18% | 1772 | +310 | 3.0% | Q1 2026 | Apr 21, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 10,574 | 6,876 | 1.25% | 1.31% | 1773 | -107 | -1.0% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 10,570 | 6,874 | 0.78% | 0.78% | 1774 | +211 | 2.04% | Q1 2026 | May 04, 2026 |
| Drexel Morgan & Co. | History | Reduced | 10,561 | 6,868 | 1.01% | 1.16% | 1775 | -350 | -3.21% | Q1 2026 | May 11, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 10,560 | 6,867 | 1.58% | 1.65% | 1776 | -30 | -0.28% | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | Added to | 10,555 | 6,864 | 0.24% | 0.24% | 1777 | +270 | 2.63% | Q1 2026 | May 15, 2026 |
| Cove Private Wealth, LLC | History | Added to | 10,503 | 6,830 | 1.55% | 1.37% | 1778 | +3,771 | 56.02% | Q1 2026 | May 13, 2026 |
| LCNB CORP | History | Added to | 10,496 | 6,825 | 2.29% | 2.19% | 1779 | +897 | 9.34% | Q1 2026 | May 11, 2026 |
| Founders Capital Management | History | Reduced | 10,481 | 6,816 | 3.33% | 3.74% | 1780 | -86 | -0.81% | Q1 2026 | Apr 21, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 10,473 | 6,810 | 4.54% | 4.69% | 1781 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Patten Group, Inc. | History | Reduced | 10,470 | 6,808 | 1.18% | 1.43% | 1782 | -886 | -7.8% | Q1 2026 | Apr 24, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 9,966 | 6,796 | 0.45% | 0.45% | 1783 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Quent Capital, LLC | History | Reduced | 10,445 | 6,792 | 0.48% | 0.65% | 1784 | -2,742 | -20.79% | Q1 2026 | Apr 28, 2026 |
| Concorde Asset Management, LLC | History | No change | 9,958 | 6,790 | 2.72% | 2.72% | 1785 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 10,437 | 6,787 | 0.37% | 0.57% | 1786 | +1,345 | 14.79% | Q1 2026 | Apr 21, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 10,402 | 6,765 | 1.01% | 1.11% | 1787 | -296 | -2.77% | Q1 2026 | Apr 08, 2026 |
| Corsicana & Co. | History | Added to | 12,055 | 6,743 | 4.27% | 4.47% | 1788 | +389 | 3.33% | Q1 2026 | May 13, 2026 |
| Weaver Capital Management LLC | History | Reduced | 10,354 | 6,733 | 1.46% | 1.49% | 1789 | -11 | -0.11% | Q1 2026 | Apr 17, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 10,348 | 6,730 | 1.61% | 1.98% | 1790 | -328 | -3.07% | Q1 2026 | May 07, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 10,342 | 6,725 | 1.29% | 1.34% | 1791 | -23 | -0.22% | Q1 2026 | Apr 22, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 10,304 | 6,701 | 0.56% | 0.59% | 1792 | -8 | -0.08% | Q1 2026 | Apr 13, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 10,280 | 6,685 | 0.61% | 0.54% | 1793 | +2,160 | 26.6% | Q1 2026 | Apr 24, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 10,537 | 6,664 | 0.39% | 0.62% | 1794 | -6,480 | -38.08% | Q1 2026 | May 14, 2026 |
| Sharper & Granite LLC | History | No change | 10,248 | 6,664 | 2.28% | 2.46% | 1795 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 10,217 | 6,644 | 1.5% | 1.58% | 1796 | -24 | -0.23% | Q1 2026 | Apr 20, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 10,214 | 6,642 | 3.58% | 3.63% | 1797 | +17 | 0.17% | Q1 2026 | May 14, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 10,207 | 6,638 | 5.0% | 5.41% | 1798 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Colony Family Offices, LLC | History | Added to | 10,171 | 6,632 | 1.64% | 1.66% | 1799 | +460 | 4.74% | Q1 2026 | Apr 21, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 10,178 | 6,620 | 0.0% | 0.0% | 1800 | +6,220 | 157.15% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 10,166 | 6,608 | 0.01% | 0.01% | 1801 | -144 | -1.4% | Q1 2026 | May 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 10,161 | 6,607 | 1.08% | 1.22% | 1802 | -688 | -6.34% | Q1 2026 | May 12, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 10,159 | 6,606 | 5.01% | 5.01% | 1803 | -101 | -0.98% | Q1 2026 | May 08, 2026 |
| Hyposwiss Advisors SA | History | Added to | 10,132 | 6,589 | 6.51% | 6.27% | 1804 | +752 | 8.02% | Q1 2026 | Apr 30, 2026 |
| Crews Bank & Trust | History | Reduced | 10,121 | 6,582 | 0.95% | 0.99% | 1805 | -9 | -0.09% | Q1 2026 | May 13, 2026 |
| Stone Wealth Partners | History | Reduced | 10,090 | 6,580 | 5.91% | 6.22% | 1806 | -155 | -1.51% | Q1 2026 | May 07, 2026 |
| Ellenbecker Investment Group | History | Reduced | 10,110 | 6,575 | 0.89% | 0.98% | 1807 | -154 | -1.5% | Q1 2026 | Apr 23, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 10,107 | 6,573 | 1.95% | 2.17% | 1808 | -728 | -6.72% | Q1 2026 | May 11, 2026 |
| Praxis Capital Management LLC | History | Added to | 10,100 | 6,568 | 15.34% | 21.0% | 1809 | +1,500 | 17.44% | Q1 2026 | May 01, 2026 |
| Clare Market Investments LLC | History | New | 10,077 | 6,553 | 1.37% | — | 1811 | +10,077 | New | Q1 2026 | Apr 29, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 10,077 | 6,553 | 0.77% | 0.95% | 1810 | -246 | -2.38% | Q1 2026 | Apr 30, 2026 |
| Smithfield Trust Co | History | Reduced | 10,054 | 6,540 | 0.28% | 0.3% | 1812 | -48 | -0.48% | Q1 2026 | May 08, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 10,048 | 6,534 | 0.38% | 0.43% | 1813 | -68 | -0.67% | Q1 2026 | Apr 23, 2026 |
| Ducere Wealth Management LLC | History | Added to | 10,043 | 6,531 | 2.6% | 1.9% | 1814 | +2,833 | 39.29% | Q1 2026 | May 11, 2026 |
| Game Creek Capital, LP | History | Reduced | 10,000 | 6,503 | 2.16% | 5.63% | 1815 | -15,000 | -60.0% | Q1 2026 | May 14, 2026 |
| Hunting Hill Global Capital, LLC | History | New | 10,000 | 6,503 | 5.04% | — | 1816 | +10,000 | New | Q1 2026 | May 15, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 9,997 | 6,501 | 2.72% | 2.79% | 1817 | -167 | -1.64% | Q1 2026 | Apr 22, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 9,983 | 6,492 | 2.56% | 3.11% | 1818 | -8,255 | -45.26% | Q1 2026 | May 06, 2026 |
| PEOPLES BANK /OH | History | Reduced | 9,973 | 6,485 | 3.98% | 4.37% | 1819 | -347 | -3.36% | Q1 2026 | Apr 24, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 9,960 | 6,482 | 1.42% | 1.8% | 1820 | -1,999 | -16.72% | Q1 2026 | May 13, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 9,931 | 6,459 | 5.88% | 5.46% | 1821 | +1,259 | 14.52% | Q1 2026 | Apr 23, 2026 |
| Iowa State Bank | History | Reduced | 9,924 | 6,453 | 1.19% | 1.33% | 1822 | -482 | -4.63% | Q1 2026 | Apr 15, 2026 |
| HCR Wealth Advisors | History | Added to | 9,920 | 6,451 | 0.67% | 0.65% | 1823 | +236 | 2.44% | Q1 2026 | Apr 21, 2026 |
| Bay Rivers Group | History | Added to | 9,888 | 6,430 | 2.68% | 2.68% | 1824 | +177 | 1.82% | Q1 2026 | Apr 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 9,886 | 6,428 | 0.62% | 0.67% | 1825 | +37 | 0.38% | Q1 2026 | Apr 22, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 10,168 | 6,426 | 2.13% | 2.26% | 1826 | +90 | 0.89% | Q1 2026 | Apr 27, 2026 |
| SIH Partners, LLLP | History | New | 9,880 | 6,425 | 0.08% | — | 1827 | +9,880 | New | Q1 2026 | May 15, 2026 |
| KKM Financial LLC | History | No change | 9,409 | 6,416 | 1.14% | 1.14% | 1828 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 9,859 | 6,412 | 1.13% | 1.25% | 1829 | -229 | -2.27% | Q1 2026 | Apr 20, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 9,834 | 6,396 | 0.02% | 0.02% | 1830 | -131 | -1.31% | Q1 2026 | May 14, 2026 |
| Private Capital Management, LLC | History | Added to | 9,811 | 6,380 | 0.64% | 0.6% | 1831 | +226 | 2.36% | Q1 2026 | May 15, 2026 |
| My Personal CFO, LLC | History | Added to | 9,792 | 6,367 | 2.79% | 2.75% | 1832 | +110 | 1.14% | Q1 2026 | Apr 21, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 9,764 | 6,349 | 3.19% | 3.32% | 1833 | +20 | 0.21% | Q1 2026 | Apr 16, 2026 |
| FIL Ltd | History | Reduced | 9,754 | 6,343 | 0.0% | 0.04% | 1834 | -63,142 | -86.62% | Q1 2026 | May 15, 2026 |
| Macro Advisors, Inc. | History | New | 9,733 | 6,329 | 2.61% | — | 1836 | +9,733 | New | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 9,733 | 6,329 | 0.36% | 0.43% | 1835 | -685 | -6.58% | Q1 2026 | Apr 09, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 9,714 | 6,317 | 0.37% | 0.38% | 1837 | +3 | 0.03% | Q1 2026 | Apr 22, 2026 |
| LRI Investments, LLC | History | Added to | 9,700 | 6,308 | 0.56% | 0.53% | 1838 | +37 | 0.38% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 9,685 | 6,298 | 1.58% | 6.55% | 1839 | -27,410 | -73.89% | Q1 2026 | Apr 17, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 9,665 | 6,285 | 0.64% | 0.7% | 1840 | +318 | 3.4% | Q1 2026 | Apr 30, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 9,633 | 6,264 | 0.47% | 0.5% | 1841 | -2 | -0.02% | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 9,629 | 6,262 | 0.29% | 0.36% | 1843 | -863 | -8.23% | Q1 2026 | Apr 06, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 9,630 | 6,262 | 0.36% | 0.39% | 1842 | -361 | -3.61% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 9,593 | 6,239 | 0.38% | 0.43% | 1844 | -383 | -3.84% | Q1 2026 | Apr 13, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 9,593 | 6,238 | 0.94% | 0.78% | 1845 | +2,036 | 26.94% | Q1 2026 | May 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 9,583 | 6,231 | 0.02% | — | 1846 | +9,583 | New | Q1 2026 | May 08, 2026 |
| Orca Investment Management, LLC | History | Reduced | 9,571 | 6,224 | 5.29% | 5.16% | 1847 | -36 | -0.37% | Q1 2026 | Apr 23, 2026 |
| AXS Investments LLC | History | Added to | 9,543 | 6,206 | 2.51% | 2.17% | 1848 | +284 | 3.07% | Q1 2026 | May 06, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 9,542 | 6,205 | 2.48% | 1.59% | 1849 | +3,723 | 63.98% | Q1 2026 | May 11, 2026 |
| Veracity Capital LLC | History | Reduced | 9,520 | 6,191 | 2.21% | 2.79% | 1850 | -4,393 | -31.57% | Q1 2026 | Apr 09, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 9,512 | 6,185 | 4.01% | 4.21% | 1851 | -83 | -0.87% | Q1 2026 | Apr 24, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 9,501 | 6,178 | 2.86% | 0.21% | 1852 | +7,477 | 369.42% | Q1 2026 | Apr 15, 2026 |
| Royal Fund Management, LLC | History | Reduced | 9,474 | 6,173 | 0.59% | 1.93% | 1853 | -21,649 | -69.56% | Q1 2026 | May 19, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 8,619 | 6,163 | 1.28% | 1.25% | 1854 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HORAN Wealth, LLC | History | No change | 9,343 | 6,144 | 0.58% | 0.98% | 1855 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 9,440 | 6,139 | 1.81% | 1.87% | 1856 | +61 | 0.65% | Q1 2026 | Apr 22, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 9,430 | 6,132 | 0.98% | 1.14% | 1857 | +258 | 2.81% | Q1 2026 | Apr 30, 2026 |
| GSG Advisors LLC | History | Added to | 9,422 | 6,127 | 1.59% | 1.62% | 1858 | +209 | 2.27% | Q1 2026 | May 13, 2026 |
| Vienna Asset Management LLC | History | Reduced | 9,408 | 6,118 | 4.75% | 4.68% | 1859 | -2,676 | -22.14% | Q1 2026 | May 12, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 9,392 | 6,107 | 3.04% | 3.18% | 1860 | -15 | -0.16% | Q1 2026 | May 15, 2026 |
| GQG Partners LLC | History | Reduced | 9,385 | 6,105 | 0.01% | 0.06% | 1861 | -40,673 | -81.25% | Q1 2026 | May 12, 2026 |
| Nautilus Advisors LLC | History | Reduced | 9,385 | 6,103 | 4.18% | 4.27% | 1862 | -210 | -2.19% | Q1 2026 | Apr 17, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 9,383 | 6,102 | 2.24% | 2.47% | 1863 | -53 | -0.56% | Q1 2026 | Apr 17, 2026 |
| Allegheny Financial Group | History | Added to | 9,379 | 6,100 | 0.82% | 0.95% | 1864 | +1 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Oder Investment Management, LLC | History | Reduced | 9,377 | 6,097 | 4.68% | 4.85% | 1865 | -437 | -4.45% | Q1 2026 | May 05, 2026 |
| Kearns & Associates LLC | History | No change | 9,340 | 6,074 | 3.27% | 3.29% | 1866 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 9,336 | 6,071 | 1.71% | 1.86% | 1867 | -590 | -5.94% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 9,318 | 6,059 | 2.09% | 2.12% | 1868 | +10 | 0.11% | Q1 2026 | May 04, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 9,298 | 6,047 | 3.54% | 3.69% | 1869 | -96 | -1.02% | Q1 2026 | Apr 17, 2026 |
| Loudon Investment Management, LLC | History | Reduced | 9,282 | 6,036 | 3.25% | 3.35% | 1870 | -120 | -1.28% | Q1 2026 | May 11, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 9,262 | 6,023 | 2.04% | 2.23% | 1871 | -89 | -0.95% | Q1 2026 | Apr 17, 2026 |
| LJI Wealth Management, LLC | History | Added to | 9,256 | 6,019 | 0.96% | 0.95% | 1872 | +156 | 1.71% | Q1 2026 | May 04, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 9,254 | 6,018 | 0.61% | 0.63% | 1873 | -94 | -1.01% | Q1 2026 | May 05, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 8,138 | 6,016 | 2.26% | 1.84% | 1874 | +1,346 | 19.82% | Q1 2026 | May 12, 2026 |
| FreeGulliver LLC | History | Reduced | 9,227 | 6,000 | 2.53% | 18.38% | 1875 | -64,005 | -87.4% | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 9,214 | 5,991 | 0.07% | 0.07% | 1876 | -120 | -1.29% | Q1 2026 | May 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 9,163 | 5,975 | 0.84% | 1.02% | 1877 | -253 | -2.69% | Q1 2026 | Apr 30, 2026 |
| Rossmore Private Capital | History | Reduced | 9,150 | 5,969 | 0.52% | 0.64% | 1878 | -1,359 | -12.93% | Q1 2026 | May 01, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 8,791 | 5,942 | 0.83% | 0.86% | 1879 | +28 | 0.32% | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 9,132 | 5,938 | 0.66% | 0.69% | 1880 | -79 | -0.86% | Q1 2026 | May 01, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 9,106 | 5,922 | 2.25% | 3.0% | 1881 | +50 | 0.55% | Q1 2026 | May 15, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Added to | 136,904 | 5,918 | 3.56% | 3.79% | 1883 | +127,212 | 1312.55% | Q1 2026 | May 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 9,101 | 5,918 | 0.78% | 0.86% | 1882 | -9 | -0.1% | Q1 2026 | Apr 28, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 9,092 | 5,912 | 2.1% | 2.14% | 1884 | +237 | 2.68% | Q1 2026 | Apr 22, 2026 |
| WOODSTOCK CORP | History | Added to | 9,081 | 5,905 | 0.53% | 0.52% | 1885 | +195 | 2.19% | Q1 2026 | Apr 08, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 9,062 | 5,893 | 0.48% | 0.38% | 1886 | +2,532 | 38.77% | Q1 2026 | Apr 08, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 9,060 | 5,892 | 0.26% | 0.28% | 1887 | +47 | 0.52% | Q1 2026 | Apr 09, 2026 |
| Orin Green Financial, LLC | History | Reduced | 9,057 | 5,889 | 2.42% | 2.47% | 1888 | -3 | -0.03% | Q1 2026 | Apr 29, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Added to | 9,055 | 5,888 | 0.45% | 0.53% | 1889 | +3 | 0.03% | Q1 2026 | May 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 11,636 | 5,883 | 2.46% | 1.83% | 1890 | +2,755 | 31.02% | Q1 2026 | May 15, 2026 |
| Fogel Capital Management, Inc. | History | Added to | 9,040 | 5,878 | 2.69% | 2.83% | 1891 | +43 | 0.48% | Q1 2026 | May 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 9,028 | 5,871 | 0.56% | 0.6% | 1892 | -303 | -3.25% | Q1 2026 | Apr 23, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 9,025 | 5,869 | 0.61% | 0.66% | 1893 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Alpine Global Management, LLC | History | Added to | 9,010 | 5,859 | 0.88% | 0.3% | 1894 | +6,947 | 336.74% | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | Added to | 9,010 | 5,859 | 2.68% | 2.59% | 1895 | +385 | 4.46% | Q1 2026 | Apr 27, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 9,002 | 5,854 | 2.63% | 2.79% | 1896 | -645 | -6.69% | Q1 2026 | Apr 28, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 8,999 | 5,852 | 1.19% | 1.3% | 1897 | -707 | -7.28% | Q1 2026 | Apr 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 8,981 | 5,840 | 0.43% | 0.48% | 1898 | -541 | -5.68% | Q1 2026 | Apr 22, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 8,959 | 5,826 | 0.69% | 0.7% | 1899 | +21 | 0.23% | Q1 2026 | Apr 21, 2026 |
| Aureus Asset Management, LLC | History | Added to | 8,958 | 5,825 | 0.39% | 0.39% | 1900 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 8,946 | 5,817 | 2.1% | 1.8% | 1901 | +3,675 | 69.72% | Q1 2026 | May 12, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Added to | 1,385,000 | 5,810 | 1.68% | 0.01% | 1902 | +1,260,000 | 1008.0% | Q1 2026 | May 05, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 8,900 | 5,788 | 3.51% | 4.15% | 1903 | +15 | 0.17% | Q1 2026 | May 11, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 8,879 | 5,774 | 0.56% | — | 1904 | +8,879 | New | Q1 2026 | May 12, 2026 |
| Providence First Trust Co | History | Reduced | 8,871 | 5,768 | 2.03% | 2.33% | 1905 | -983 | -9.98% | Q1 2026 | May 04, 2026 |
| 111 Capital | History | Reduced | 8,867 | 5,766 | 1.42% | 6.31% | 1906 | -33,575 | -79.11% | Q1 2026 | May 11, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 8,852 | 5,756 | 1.8% | 1.92% | 1907 | -125 | -1.39% | Q1 2026 | Apr 22, 2026 |
| JDM Financial Group LLC | History | Reduced | 8,838 | 5,747 | 2.22% | 2.34% | 1908 | -20 | -0.23% | Q1 2026 | May 20, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 8,830 | 5,742 | 2.38% | 2.7% | 1909 | -1,023 | -10.38% | Q1 2026 | May 07, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 8,825 | 5,739 | 0.55% | 0.62% | 1910 | -745 | -7.78% | Q1 2026 | May 05, 2026 |
| S.A. Mason LLC | History | Reduced | 8,812 | 5,730 | 2.15% | 2.4% | 1911 | -98 | -1.1% | Q1 2026 | Apr 27, 2026 |
| Delta Investment Management, LLC | History | Reduced | 8,805 | 5,726 | 1.02% | 1.08% | 1912 | -320 | -3.51% | Q1 2026 | May 12, 2026 |
| NINE MASTS CAPITAL Ltd | History | Added to | 613,639 | 5,718 | 0.83% | 12.23% | 1913 | +509,500 | 489.25% | Q1 2026 | May 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 8,766 | 5,701 | 1.07% | 1.13% | 1914 | +17 | 0.19% | Q1 2026 | Apr 28, 2026 |
| Secure Asset Management, LLC | History | Reduced | 9,241 | 5,690 | 0.9% | 1.34% | 1915 | -3,348 | -26.59% | Q1 2026 | Apr 09, 2026 |
| Round Rock Advisors LLC | History | Reduced | 8,745 | 5,686 | 0.87% | 1.24% | 1916 | -3,324 | -27.54% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Reduced | 8,743 | 5,686 | 1.62% | 1.63% | 1917 | -194 | -2.17% | Q1 2026 | May 07, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 8,741 | 5,684 | 0.67% | 0.72% | 1918 | -76 | -0.86% | Q1 2026 | Apr 17, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 8,721 | 5,671 | 4.56% | 4.94% | 1919 | -421 | -4.61% | Q1 2026 | Apr 16, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 8,646 | 5,670 | 1.23% | 1.26% | 1920 | +113 | 1.32% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 8,712 | 5,665 | 0.25% | 0.24% | 1921 | +1,054 | 13.76% | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | Added to | 8,654 | 5,628 | 2.09% | 2.13% | 1922 | +30 | 0.35% | Q1 2026 | May 14, 2026 |
| WorthPointe, LLC | History | Added to | 8,639 | 5,618 | 1.52% | 1.31% | 1923 | +1,301 | 17.73% | Q1 2026 | May 12, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 8,632 | 5,614 | 1.53% | 1.73% | 1924 | +115 | 1.35% | Q1 2026 | Apr 09, 2026 |
| Fiduciary Planning LLC | History | Reduced | 8,575 | 5,576 | 1.68% | 1.95% | 1925 | -858 | -9.1% | Q1 2026 | Apr 27, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 8,563 | 5,568 | 1.0% | 1.04% | 1926 | -87 | -1.01% | Q1 2026 | Apr 30, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 8,550 | 5,560 | 2.35% | 2.48% | 1927 | +15 | 0.18% | Q1 2026 | Apr 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 8,524 | 5,543 | 0.34% | 0.44% | 1928 | -259,717 | -96.82% | Q1 2026 | May 12, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 8,495 | 5,539 | 1.75% | 1.94% | 1929 | -1,132 | -11.76% | Q1 2026 | May 07, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 8,482 | 5,516 | 1.22% | 1.45% | 1930 | -428 | -4.8% | Q1 2026 | Apr 09, 2026 |
| Baron Wealth Management LLC | History | Reduced | 8,481 | 5,515 | 1.65% | 1.79% | 1931 | -55 | -0.64% | Q1 2026 | Apr 16, 2026 |
| Atlas Brown,Inc. | History | Reduced | 8,479 | 5,514 | 1.66% | 1.8% | 1932 | -419 | -4.71% | Q1 2026 | Apr 17, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 8,721 | 5,509 | 0.6% | 0.68% | 1933 | -426 | -4.66% | Q1 2026 | Apr 24, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 8,432 | 5,483 | 0.59% | 0.63% | 1934 | -288 | -3.3% | Q1 2026 | Apr 22, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 8,431 | 5,482 | 3.15% | 3.36% | 1935 | -101 | -1.18% | Q1 2026 | May 01, 2026 |
| Bellwether Advisors, LLC | History | Added to | 8,409 | 5,468 | 0.93% | 0.91% | 1936 | +2 | 0.02% | Q1 2026 | May 12, 2026 |
| W ADVISORS, LLC | History | No change | 8,369 | 5,443 | 2.79% | 2.87% | 1937 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Veltria Advisors Corp. | History | Added to | 47,370 | 5,439 | 18.05% | 31.46% | 1938 | +36,942 | 354.26% | Q1 2026 | May 14, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 8,353 | 5,432 | 1.54% | 1.64% | 1939 | -26 | -0.31% | Q1 2026 | May 12, 2026 |
| Luminvest Wealth Management LLC | History | No change | 8,138 | 5,426 | 1.42% | 1.54% | 1940 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 8,340 | 5,423 | 1.21% | 1.35% | 1941 | -107 | -1.27% | Q1 2026 | Apr 21, 2026 |
| TrustBank | History | Added to | 8,324 | 5,413 | 2.1% | 2.32% | 1942 | +176 | 2.16% | Q1 2026 | May 04, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 8,320 | 5,410 | 1.79% | 2.13% | 1943 | -279 | -3.24% | Q1 2026 | May 15, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 8,307 | 5,402 | 0.35% | 0.38% | 1944 | -231 | -2.71% | Q1 2026 | Apr 16, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 8,303 | 5,401 | 0.87% | 1.0% | 1945 | -221 | -2.59% | Q1 2026 | Apr 29, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 8,289 | 5,390 | 2.46% | 2.5% | 1946 | +12 | 0.14% | Q1 2026 | May 12, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 8,259 | 5,371 | 1.61% | 1.7% | 1947 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 8,258 | 5,368 | 0.46% | 0.5% | 1948 | -537 | -6.11% | Q1 2026 | May 05, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | Added to | 8,248 | 5,364 | 1.67% | 0.2% | 1949 | +7,380 | 850.23% | Q1 2026 | Apr 17, 2026 |
| Quartz Partners, LLC | History | Reduced | 8,229 | 5,351 | 2.07% | 2.27% | 1950 | -728 | -8.13% | Q1 2026 | May 05, 2026 |
| CMT Capital Markets Trading GmbH | History | Added to | 8,216 | 5,343 | 0.06% | 0.01% | 1951 | +7,016 | 584.67% | Q1 2026 | May 15, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 8,205 | 5,336 | 0.22% | 0.22% | 1952 | -56 | -0.68% | Q1 2026 | Apr 21, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Reduced | 8,189 | 5,325 | 2.6% | 2.67% | 1953 | -238 | -2.82% | Q1 2026 | May 15, 2026 |
| Parker Investment Management, LLC | History | Reduced | 8,187 | 5,324 | 0.81% | 0.88% | 1954 | -942 | -10.32% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 8,187 | 5,324 | 1.34% | 1.66% | 1955 | -18 | -0.22% | Q1 2026 | May 08, 2026 |
| Abel Hall, LLC | History | No change | 8,170 | 5,313 | 1.13% | 1.3% | 1956 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 8,167 | 5,311 | 0.92% | 0.9% | 1957 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Reduced | 8,165 | 5,310 | 5.07% | 5.84% | 1958 | -615 | -7.0% | Q1 2026 | May 04, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 8,164 | 5,310 | 0.55% | 0.54% | 1959 | -2 | -0.02% | Q1 2026 | May 11, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 7,786 | 5,309 | 1.0% | 1.0% | 1960 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WPWealth LLP | History | Reduced | 8,147 | 5,298 | 0.81% | 0.89% | 1961 | -176 | -2.11% | Q1 2026 | May 11, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 7,753 | 5,286 | 0.59% | 0.59% | 1962 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pines Wealth Management, LLC | History | Added to | 8,127 | 5,285 | 1.71% | 1.74% | 1963 | +228 | 2.89% | Q1 2026 | Apr 08, 2026 |
| Smith Salley Wealth Management | History | Reduced | 8,125 | 5,284 | 0.27% | 0.41% | 1964 | -3,907 | -32.47% | Q1 2026 | Apr 16, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 8,115 | 5,277 | 2.1% | 2.82% | 1965 | -3,009 | -27.05% | Q1 2026 | Apr 14, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 8,107 | 5,272 | 0.25% | 0.27% | 1966 | -77 | -0.94% | Q1 2026 | Apr 09, 2026 |
| MATTERS CAPITAL LLC | History | Reduced | 8,096 | 5,265 | 4.67% | 4.52% | 1967 | -1 | -0.01% | Q1 2026 | May 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 8,069 | 5,247 | 1.75% | 1.64% | 1968 | +250 | 3.2% | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | Added to | 8,061 | 5,242 | 0.42% | 0.42% | 1969 | +493 | 6.51% | Q1 2026 | Apr 16, 2026 |
| Convergence Financial, LLC | History | Added to | 8,046 | 5,232 | 0.55% | 0.4% | 1970 | +4,015 | 99.6% | Q1 2026 | May 11, 2026 |
| Facet Wealth, Inc. | History | Added to | 8,043 | 5,230 | 0.09% | 0.07% | 1971 | +2,223 | 38.2% | Q1 2026 | May 07, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 8,030 | 5,226 | 1.74% | 3.48% | 1972 | -5,989 | -42.72% | Q1 2026 | May 12, 2026 |
| Sierra Capital LLC | History | Reduced | 8,018 | 5,215 | 0.57% | 0.58% | 1973 | -5 | -0.06% | Q1 2026 | May 15, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 8,010 | 5,209 | 1.56% | 1.73% | 1974 | -224 | -2.72% | Q1 2026 | Apr 29, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 8,003 | 5,204 | 0.32% | 0.34% | 1975 | -24 | -0.3% | Q1 2026 | May 04, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 7,985 | 5,193 | 3.65% | 3.68% | 1976 | -287 | -3.47% | Q1 2026 | May 14, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 7,945 | 5,181 | 1.79% | 0.8% | 1977 | +4,547 | 133.81% | Q1 2026 | Apr 23, 2026 |
| BANTAMAC CAPITAL, LLC | History | Reduced | 7,957 | 5,174 | 2.78% | 2.75% | 1978 | -402 | -4.81% | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | Added to | 7,951 | 5,171 | 1.18% | 1.08% | 1979 | +807 | 11.3% | Q1 2026 | Apr 30, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 7,950 | 5,170 | 4.36% | 4.35% | 1980 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Anchor Investment Management, LLC | History | Added to | 7,949 | 5,169 | 0.43% | 0.44% | 1981 | +54 | 0.68% | Q1 2026 | May 01, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 7,936 | 5,161 | 0.8% | 0.81% | 1982 | +33 | 0.42% | Q1 2026 | Apr 14, 2026 |
| Tower View Wealth Management LLC | History | Added to | 7,909 | 5,143 | 2.64% | 2.66% | 1983 | +33 | 0.42% | Q1 2026 | Apr 20, 2026 |
| MTM Investment Management, LLC | History | Reduced | 7,909 | 5,143 | 1.63% | 1.72% | 1984 | -1 | -0.01% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 7,881 | 5,125 | 2.75% | 2.9% | 1985 | +182 | 2.36% | Q1 2026 | May 13, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 7,878 | 5,123 | 0.1% | 0.11% | 1986 | -282 | -3.46% | Q1 2026 | May 11, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 7,874 | 5,120 | 0.72% | 0.79% | 1987 | -200 | -2.48% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 7,867 | 5,116 | 0.36% | 0.33% | 1988 | +1,115 | 16.51% | Q1 2026 | May 15, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 7,859 | 5,110 | 3.25% | 3.3% | 1989 | +20 | 0.26% | Q1 2026 | Apr 24, 2026 |
| Trust Co | History | Added to | 7,851 | 5,105 | 0.48% | 0.5% | 1990 | +45 | 0.58% | Q1 2026 | Apr 13, 2026 |
| Stairway Partners, LLC | History | No change | 7,829 | 5,091 | 0.26% | 0.28% | 1991 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Osbon Capital Management LLC | History | Added to | 7,823 | 5,087 | 4.15% | 2.97% | 1992 | +3,174 | 68.27% | Q1 2026 | May 15, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 7,821 | 5,086 | 0.74% | 1.12% | 1993 | -4,067 | -34.21% | Q1 2026 | May 04, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 7,809 | 5,078 | 2.7% | 3.23% | 1994 | -197 | -2.46% | Q1 2026 | May 14, 2026 |
| Volterra Technologies LP | History | Reduced | 7,800 | 5,072 | 0.62% | 1.85% | 1995 | -19,000 | -70.9% | Q1 2026 | May 14, 2026 |
| ELCO Management Co., LLC | History | Added to | 7,796 | 5,070 | 2.43% | 2.74% | 1996 | +1,421 | 22.29% | Q1 2026 | Apr 23, 2026 |
| AtlasMark Financial, Inc | History | No change | 7,430 | 5,066 | 3.27% | 3.27% | 1997 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 7,781 | 5,060 | 1.19% | 1.79% | 1998 | -564 | -6.76% | Q1 2026 | May 15, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 7,782 | 5,060 | 1.69% | 1.74% | 1999 | +29 | 0.37% | Q1 2026 | Apr 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 7,775 | 5,056 | 0.05% | 0.07% | 2000 | -2,729 | -25.98% | Q1 2026 | May 14, 2026 |