SPDR SERIES TRUST - SPYM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 110,682,000 | 8,261,309 | 3.97% | 2.82% | 1 | +53,107,838 | 92.24% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 91,626,856 | 7,013,120 | 13.28% | 12.77% | 2 | +8,041,014 | 9.62% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 69,185,442 | 5,146,013 | 0.33% | 0.04% | 3 | +60,724,409 | 717.69% | Q1 2026 | May 13, 2026 |
| USS Investment Management Ltd | History | No change | 66,398,232 | 5,081,788 | 19.88% | 24.76% | 4 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | Added to | 58,660,538 | 4,489,877 | 1.19% | 1.13% | 5 | +7,149,483 | 13.88% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | New | 49,650,246 | 3,800,229 | 3.78% | — | 6 | +49,650,246 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 36,172,901 | 2,768,673 | 0.2% | 0.31% | 7 | -17,674,966 | -32.82% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 33,659,028 | 2,576,261 | 1.75% | 1.88% | 8 | +858,879 | 2.62% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 21,566,182 | 1,650,675 | 0.69% | — | 9 | +21,566,182 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,261,471 | 1,550,813 | 0.42% | 0.43% | 10 | +2,370,112 | 13.25% | Q1 2026 | May 04, 2026 |
| Allianz Asset Management GmbH | History | Added to | 19,841,003 | 1,518,630 | 1.59% | 0.41% | 11 | +14,769,841 | 291.25% | Q1 2026 | May 11, 2026 |
| Kedalion Capital Management LLP | History | Added to | 17,879,000 | 1,368,458 | 39.32% | 7.56% | 12 | +14,039,000 | 365.6% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Reduced | 17,249,772 | 1,320,297 | 0.08% | 0.15% | 13 | -13,605,842 | -44.1% | Q1 2026 | May 15, 2026 |
| MKP Capital Management, L.L.C. | History | New | 13,671,700 | 1,046,431 | 34.39% | — | 14 | +13,671,700 | New | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Reduced | 13,323,068 | 1,004,959 | 3.59% | 4.72% | 15 | -3,109,932 | -18.92% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 11,255,034 | 861,460 | 2.26% | 2.25% | 16 | +895,773 | 8.65% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 10,605,839 | 811,770 | 0.12% | 0.13% | 17 | -1,110 | -0.01% | Q1 2026 | May 12, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 9,989,832 | 764,621 | 4.05% | 4.17% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 9,536,000 | 729,885 | 5.62% | 5.61% | 19 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 9,072,359 | 694,398 | 0.08% | 0.09% | 20 | -40,908 | -0.45% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 7,737,467 | 592,225 | 3.65% | 3.67% | 21 | +287,619 | 3.86% | Q1 2026 | May 15, 2026 |
| OSSIAM | History | New | 7,619,932 | 583,229 | 10.26% | — | 22 | +7,619,932 | New | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,148,887 | 547,175 | 5.35% | 4.81% | 23 | +1,025,127 | 16.74% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,138,779 | 546,455 | 0.8% | 0.88% | 24 | -332,864 | -4.46% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 6,827,654 | 522,589 | 0.73% | 0.37% | 25 | +3,586,287 | 110.64% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | Added to | 6,396,243 | 489,568 | 4.81% | 4.02% | 26 | +931,981 | 17.06% | Q1 2026 | Apr 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 6,236,648 | 477,353 | 3.38% | 3.32% | 27 | +791,064 | 14.53% | Q1 2026 | Apr 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 6,025,725 | 461,208 | 29.61% | 30.62% | 28 | +73,872 | 1.24% | Q1 2026 | Apr 17, 2026 |
| TIG Advisors, LLC | History | Added to | 5,960,514 | 456,262 | 21.09% | 22.1% | 29 | +14,502 | 0.24% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,430,943 | 415,663 | 0.13% | 0.12% | 30 | +822,494 | 17.85% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,371,307 | 411,119 | 0.25% | 0.21% | 31 | +1,275,227 | 31.13% | Q1 2026 | May 07, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 5,268,562 | 403,255 | 15.28% | 21.07% | 32 | -925,712 | -14.94% | Q1 2026 | Apr 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 5,218,730 | 399,441 | 8.28% | 8.4% | 33 | +301,289 | 6.13% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 5,122,117 | 391,447 | 0.09% | 0.1% | 34 | -328,922 | -6.03% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 5,050,535 | 386,567 | 0.78% | 0.77% | 35 | -16,519 | -0.33% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,986,884 | 381,696 | 1.79% | 1.81% | 36 | +178,017 | 3.7% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 4,863,025 | 372,208 | 0.4% | 0.39% | 37 | +431,656 | 9.74% | Q1 2026 | May 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 4,861,791 | 372,121 | 14.33% | 14.91% | 38 | +116,648 | 2.46% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,717,961 | 361,112 | 2.84% | 0.93% | 39 | +3,097,812 | 191.21% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Added to | 4,685,783 | 358,649 | 0.01% | 0.01% | 40 | +1,983,928 | 73.43% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 4,638,019 | 357,172 | 13.18% | 6.44% | 41 | +4,137,307 | 826.28% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,543,574 | 347,765 | 6.76% | 6.82% | 42 | +213,486 | 4.93% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | Added to | 4,479,098 | 342,830 | 3.68% | 0.55% | 43 | +4,198,866 | 1498.35% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,367,372 | 334,278 | 0.35% | 0.38% | 44 | +92,745 | 2.17% | Q1 2026 | May 05, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 4,252,491 | 325,485 | 2.19% | 1.94% | 45 | +780,750 | 22.49% | Q1 2026 | May 07, 2026 |
| Gradient Investments LLC | History | Added to | 4,198,437 | 321,348 | 4.98% | 5.14% | 46 | +158,967 | 3.94% | Q1 2026 | Apr 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 4,164,509 | 318,751 | 5.14% | 5.16% | 47 | +355,073 | 9.32% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,044,072 | 309,533 | 0.06% | 0.05% | 48 | +533,942 | 15.21% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 3,985,848 | 305,076 | 4.19% | 3.68% | 49 | +786,698 | 24.59% | Q1 2026 | Apr 08, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,982,858 | 304,847 | 2.58% | 2.64% | 50 | -108,810 | -2.66% | Q1 2026 | May 11, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 3,982,740 | 304,838 | 13.48% | 10.91% | 51 | +733,087 | 22.56% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 3,975,707 | 304,320 | 8.0% | 8.74% | 52 | +158,812 | 4.16% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | New | 3,900,617 | 298,553 | 0.63% | — | 53 | +3,900,617 | New | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 3,610,494 | 295,338 | 19.9% | 19.9% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hills Bank & Trust Co | History | Added to | 3,547,258 | 271,507 | 13.12% | 1.92% | 55 | +3,136,385 | 763.35% | Q1 2026 | May 01, 2026 |
| Norinchukin Bank, The | History | No change | 3,511,270 | 268,752 | 3.14% | 3.28% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stadion Money Management, LLC | History | Reduced | 3,296,538 | 252,317 | 25.37% | 24.67% | 57 | -497,051 | -13.1% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,109,441 | 237,996 | 0.08% | 0.64% | 58 | +224,190 | 7.77% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | Added to | 3,104,457 | 237,615 | 2.52% | 2.23% | 59 | +476,470 | 18.13% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 3,053,303 | 233,699 | 0.48% | 0.53% | 60 | -180,387 | -5.58% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,015,193 | 230,783 | 0.04% | 0.03% | 61 | +689,010 | 29.62% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 2,640,303 | 202,088 | 6.45% | 6.09% | 62 | +357,516 | 15.66% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,368,026 | 189,963 | 3.37% | 3.37% | 63 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 2,474,582 | 189,404 | 26.15% | 0.08% | 64 | +2,467,754 | 36141.68% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 2,462,918 | 188,356 | 0.22% | 0.22% | 65 | +146,739 | 6.34% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,499,654 | 188,340 | 0.38% | 0.37% | 66 | -825,205 | -24.82% | Q1 2026 | Apr 08, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 2,403,354 | 183,952 | 24.47% | 24.57% | 67 | +105,611 | 4.6% | Q1 2026 | Apr 09, 2026 |
| Cerity Partners LLC | History | Added to | 2,346,533 | 179,603 | 0.25% | 0.04% | 68 | +1,982,591 | 544.75% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 2,343,557 | 179,375 | 10.21% | 8.37% | 69 | +599,319 | 34.36% | Q1 2026 | Apr 09, 2026 |
| UBS Group AG | History | Added to | 2,309,952 | 176,803 | 0.03% | 0.03% | 70 | +258,106 | 12.58% | Q1 2026 | May 05, 2026 |
| SPINNAKER TRUST | History | Added to | 2,267,826 | 173,579 | 9.61% | 9.3% | 71 | +101,149 | 4.67% | Q1 2026 | Apr 23, 2026 |
| VICUS CAPITAL | History | Added to | 2,262,820 | 173,196 | 12.73% | 10.9% | 72 | +451,679 | 24.94% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,228,576 | 170,575 | 0.44% | 0.45% | 73 | +91,428 | 4.28% | Q1 2026 | Apr 30, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 2,070,402 | 158,468 | 9.15% | 7.8% | 74 | -655 | -0.03% | Q1 2026 | Apr 16, 2026 |
| Empower Advisory Group, LLC | History | Added to | 2,059,639 | 157,644 | 0.41% | 0.02% | 75 | +1,944,777 | 1693.14% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,028,092 | 155,230 | 0.43% | 0.47% | 76 | -375,275 | -15.61% | Q1 2026 | May 04, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 1,859,482 | 142,324 | 24.33% | 24.46% | 77 | +61,486 | 3.42% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 1,847,371 | 141,397 | 0.76% | 0.66% | 78 | +418,267 | 29.27% | Q1 2026 | May 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 1,843,291 | 141,085 | 4.75% | 4.52% | 79 | +229,705 | 14.24% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,832,000 | 140,221 | 0.11% | 0.2% | 80 | +60,500 | 3.42% | Q1 2026 | May 15, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 1,807,986 | 138,383 | 7.77% | 7.25% | 81 | +102,260 | 6.0% | Q1 2026 | May 01, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 1,807,460 | 138,342 | 10.2% | 6.41% | 82 | +717,830 | 65.88% | Q1 2026 | Apr 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 1,802,322 | 137,949 | 18.22% | 20.11% | 83 | -131,514 | -6.8% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 1,682,469 | 128,776 | 2.34% | 2.6% | 84 | -4,678 | -0.28% | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Added to | 1,624,460 | 124,336 | 4.3% | 3.36% | 85 | +398,921 | 32.55% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,451,918 | 111,129 | 0.89% | 1.08% | 86 | +321,601 | 28.45% | Q1 2026 | May 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 1,409,193 | 107,859 | 8.07% | 13.04% | 87 | -588,529 | -29.46% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,360,992 | 104,170 | 0.15% | 0.13% | 88 | +105,120 | 8.37% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,278,593 | 97,863 | 1.11% | 1.13% | 89 | +29,465 | 2.36% | Q1 2026 | Apr 28, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,246,265 | 95,389 | 1.48% | 1.63% | 90 | +10,484 | 0.85% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,222,286 | 94,262 | 1.61% | 1.39% | 91 | +272,216 | 28.65% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 1,110,238 | 92,793 | 6.39% | 4.83% | 92 | +285,760 | 34.66% | Q1 2026 | Apr 29, 2026 |
| Revere Asset Management, Inc | History | Reduced | 1,209,143 | 92,547 | 47.41% | 36.21% | 93 | -73,462 | -5.73% | Q1 2026 | May 06, 2026 |
| Austin Private Wealth, LLC | History | No change | 1,133,896 | 90,961 | 6.76% | 6.76% | 94 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| World Investment Advisors | History | Reduced | 1,173,658 | 89,831 | 1.45% | 1.73% | 95 | -158,033 | -11.87% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 1,159,101 | 88,717 | 2.48% | 2.5% | 96 | +46,600 | 4.19% | Q1 2026 | May 12, 2026 |
| KWB Wealth | History | Reduced | 1,105,743 | 88,702 | 8.77% | 8.46% | 97 | -8,199 | -0.74% | Q1 2026 | Apr 08, 2026 |
| LVW Advisors, LLC | History | Added to | 1,158,465 | 88,668 | 8.45% | 3.53% | 98 | +724,093 | 166.7% | Q1 2026 | Apr 20, 2026 |
| Crews Bank & Trust | History | Added to | 1,155,857 | 88,469 | 12.83% | 13.05% | 99 | +19,452 | 1.71% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,136,697 | 87,002 | 3.44% | 3.03% | 100 | +165,689 | 17.06% | Q1 2026 | Apr 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,110,623 | 85,007 | 0.66% | 0.69% | 101 | +92,201 | 9.05% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,102,261 | 84,367 | 0.32% | 0.39% | 102 | -75,206 | -6.39% | Q1 2026 | Apr 30, 2026 |
| Brown Financial Advisory | History | Added to | 1,080,020 | 82,664 | 41.0% | 42.82% | 103 | +23,817 | 2.25% | Q1 2026 | Apr 24, 2026 |
| Sterling Group Wealth Management, LLC | History | Added to | 1,079,682 | 82,638 | 39.09% | 40.0% | 104 | +49,533 | 4.81% | Q1 2026 | May 04, 2026 |
| One Day In July LLC | History | Added to | 1,059,807 | 81,117 | 6.49% | 6.39% | 105 | +90,502 | 9.34% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,050,323 | 80,391 | 2.54% | 3.02% | 106 | +16,641 | 1.61% | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | New | 1,010,637 | 77,354 | 4.19% | — | 107 | +1,010,637 | New | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 1,008,174 | 77,165 | 2.93% | 2.47% | 108 | +163,344 | 19.33% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 1,003,334 | 76,795 | 5.27% | 5.13% | 109 | +199,603 | 24.83% | Q1 2026 | Apr 17, 2026 |
| Solitude Financial Services | History | Added to | 910,220 | 74,983 | 22.18% | 21.94% | 110 | +80,742 | 9.73% | Q1 2026 | Apr 16, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 975,786 | 74,686 | 3.95% | 4.02% | 111 | +24,372 | 2.56% | Q1 2026 | Apr 17, 2026 |
| Intrua Financial, LLC | History | Reduced | 969,562 | 74,210 | 7.66% | 8.32% | 112 | -13,743 | -1.4% | Q1 2026 | Apr 23, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 950,227 | 72,730 | 14.13% | 16.46% | 113 | +67,291 | 7.62% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 946,188 | 72,421 | 0.01% | 0.01% | 114 | +66,353 | 7.54% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 944,513 | 72,292 | 5.41% | 5.37% | 115 | +39,366 | 4.35% | Q1 2026 | May 04, 2026 |
| Eagle Strategies LLC | History | Added to | 936,608 | 71,687 | 8.56% | 9.14% | 116 | +44,902 | 5.04% | Q1 2026 | Apr 20, 2026 |
| Allen Capital Group, LLC | History | No change | 888,348 | 71,263 | 6.53% | 6.53% | 117 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 914,702 | 70,011 | 14.73% | 15.2% | 118 | +83,034 | 9.98% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 891,129 | 68,207 | 0.1% | 0.14% | 119 | -279,392 | -23.87% | Q1 2026 | May 15, 2026 |
| Detalus Advisors, LLC | History | Added to | 876,788 | 67,109 | 15.33% | 15.56% | 120 | +81,168 | 10.2% | Q1 2026 | Apr 22, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 872,415 | 66,774 | 0.03% | 0.03% | 121 | -62,735 | -6.71% | Q1 2026 | May 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 866,610 | 66,330 | 0.97% | 1.03% | 122 | +32,742 | 3.93% | Q1 2026 | May 13, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 855,500 | 65,480 | 7.23% | 5.87% | 123 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 855,100 | 65,449 | 15.87% | 16.3% | 124 | -34,400 | -3.87% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 852,472 | 65,248 | 2.06% | 2.14% | 125 | +20,953 | 2.52% | Q1 2026 | Apr 08, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 812,351 | 65,166 | 8.62% | 8.62% | 126 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 846,766 | 64,811 | 0.01% | 0.01% | 127 | +217,804 | 34.63% | Q1 2026 | May 05, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 846,198 | 64,768 | 7.23% | 7.55% | 128 | +33,910 | 4.17% | Q1 2026 | Apr 29, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 828,247 | 63,394 | 13.35% | 13.7% | 129 | +17,672 | 2.18% | Q1 2026 | May 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 803,198 | 61,476 | 4.11% | — | 130 | +803,198 | New | Q1 2026 | May 07, 2026 |
| Penserra Capital Management LLC | History | Reduced | 803,137 | 61,472 | 0.72% | 0.86% | 131 | -101,423 | -11.21% | Q1 2026 | May 11, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 800,534 | 61,272 | 16.28% | 16.92% | 132 | +4,641 | 0.58% | Q1 2026 | Apr 16, 2026 |
| Auour Investments LLC | History | Added to | 794,899 | 60,841 | 19.14% | 19.83% | 133 | +17,991 | 2.32% | Q1 2026 | Apr 20, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 793,804 | 60,757 | 17.95% | 19.31% | 134 | +14,818 | 1.9% | Q1 2026 | Apr 20, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 772,538 | 59,130 | 20.34% | 21.65% | 135 | +11,023 | 1.45% | Q1 2026 | Apr 27, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 766,031 | 58,577 | 20.18% | 21.03% | 136 | -892 | -0.12% | Q1 2026 | May 07, 2026 |
| Private Wealth Group, LLC | History | Added to | 762,635 | 58,372 | 27.22% | 28.59% | 137 | +19,612 | 2.64% | Q1 2026 | Apr 23, 2026 |
| Procyon Advisors, LLC | History | Added to | 758,822 | 58,080 | 2.85% | 2.6% | 138 | +102,358 | 15.59% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 751,451 | 57,516 | 0.45% | 0.49% | 139 | -15,468 | -2.02% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 749,507 | 57,367 | 0.1% | 0.17% | 140 | +100,042 | 15.4% | Q1 2026 | May 01, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 745,917 | 57,092 | 15.48% | 21.55% | 141 | +118,921 | 18.97% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 741,576 | 56,760 | 0.88% | 1.08% | 142 | +76,762 | 11.55% | Q1 2026 | May 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 740,721 | 56,694 | 3.85% | 4.02% | 143 | +20,534 | 2.85% | Q1 2026 | Apr 29, 2026 |
| New Perspectives, Inc | History | Reduced | 730,608 | 55,920 | 19.37% | 20.45% | 144 | -4,611 | -0.63% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | Reduced | 717,248 | 54,898 | 2.01% | 2.66% | 145 | -1,231 | -0.17% | Q1 2026 | May 19, 2026 |
| WBH ADVISORY INC | History | Added to | 710,952 | 54,828 | 4.11% | 4.11% | 146 | +18,343 | 2.65% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 715,321 | 54,750 | 1.45% | 1.54% | 147 | -28,921 | -3.89% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | History | Added to | 714,132 | 54,659 | 3.74% | 3.11% | 148 | +190,232 | 36.31% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,074,082 | 54,260 | 2.51% | 0.72% | 149 | -386,061 | -15.69% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 704,600 | 53,930 | 0.01% | 0.0% | 150 | +663,800 | 1626.96% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 703,341 | 53,833 | 1.25% | 1.08% | 151 | +151,306 | 27.41% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 700,479 | 53,607 | 0.1% | 0.1% | 152 | +20,891 | 3.07% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 695,533 | 53,236 | 2.07% | 2.54% | 153 | +410,813 | 144.29% | Q1 2026 | May 15, 2026 |
| Tull Financial Group, Inc. | History | Added to | 689,630 | 52,784 | 23.57% | 23.07% | 154 | +18,235 | 2.72% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 689,011 | 52,736 | 0.0% | 0.0% | 155 | +229,298 | 49.88% | Q1 2026 | May 13, 2026 |
| One Wealth Advisors, LLC | History | Added to | 683,352 | 52,303 | 6.51% | 5.7% | 156 | +102,099 | 17.57% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 648,382 | 52,013 | 0.33% | 0.32% | 157 | +64,441 | 11.04% | Q1 2026 | May 15, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 621,656 | 51,958 | 6.44% | 6.76% | 158 | -22,313 | -3.46% | Q1 2026 | Apr 20, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 675,168 | 51,677 | 7.19% | 4.64% | 159 | +259,431 | 62.4% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 672,500 | 51,473 | 0.9% | 0.63% | 160 | +212,600 | 46.23% | Q1 2026 | Apr 20, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 669,716 | 51,260 | 14.3% | 13.75% | 161 | +68,621 | 11.42% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 669,084 | 51,211 | 0.28% | 0.2% | 162 | +212,553 | 46.56% | Q1 2026 | May 05, 2026 |
| HM PAYSON & CO | History | Reduced | 661,241 | 50,611 | 0.73% | 0.81% | 163 | -50,758 | -7.13% | Q1 2026 | Apr 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 652,997 | 49,980 | 2.09% | — | 164 | +652,997 | New | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 641,714 | 49,116 | 4.41% | 4.04% | 165 | +100,435 | 18.56% | Q1 2026 | May 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 640,610 | 49,032 | 0.98% | 0.95% | 166 | -5,018 | -0.78% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 631,003 | 48,297 | 2.42% | 2.51% | 167 | +28,837 | 4.79% | Q1 2026 | Apr 23, 2026 |
| Petix & Botte Co | History | Added to | 625,904 | 47,906 | 10.67% | 10.16% | 168 | +67,849 | 12.16% | Q1 2026 | Apr 30, 2026 |
| PSI Advisors, LLC | History | Added to | 624,896 | 47,829 | 11.46% | 12.17% | 169 | +20,737 | 3.43% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 624,460 | 47,796 | 0.05% | 0.06% | 170 | -51,751 | -7.65% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 617,252 | 47,244 | 3.66% | 3.33% | 171 | +94,667 | 18.12% | Q1 2026 | May 07, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 604,525 | 46,270 | 3.54% | 3.53% | 172 | +24,040 | 4.14% | Q1 2026 | Apr 08, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 594,530 | 45,505 | 1.97% | 2.37% | 173 | -137,632 | -18.8% | Q1 2026 | May 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 593,732 | 45,444 | 1.68% | 1.86% | 174 | -19,379 | -3.16% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 592,900 | 45,380 | 0.01% | 0.01% | 175 | +147,800 | 33.21% | Q1 2026 | May 15, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 591,330 | 45,260 | 19.55% | 20.59% | 176 | -1,508 | -0.25% | Q1 2026 | May 01, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 590,368 | 45,186 | 13.73% | 13.35% | 177 | +58,180 | 10.93% | Q1 2026 | Apr 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 534,801 | 45,014 | 6.18% | 5.13% | 178 | +110,962 | 26.18% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 587,958 | 45,002 | 0.02% | 0.02% | 179 | -7,662 | -1.29% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 587,224 | 44,946 | 0.34% | 0.37% | 180 | +10,399 | 1.8% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 581,156 | 44,481 | 0.51% | 0.56% | 181 | -24,419 | -4.03% | Q1 2026 | Apr 16, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 578,203 | 44,255 | 12.18% | 12.24% | 182 | +54,111 | 10.32% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 571,822 | 43,767 | 1.92% | 2.05% | 183 | +30,980 | 5.73% | Q1 2026 | Apr 28, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 708,568 | 43,598 | 29.24% | 10.55% | 184 | +499,246 | 238.51% | Q1 2026 | May 13, 2026 |
| West Wealth Group, LLC | History | Added to | 562,031 | 43,017 | 8.5% | 5.39% | 185 | +238,147 | 73.53% | Q1 2026 | May 11, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 556,584 | 42,600 | 4.06% | 4.42% | 186 | -22,081 | -3.82% | Q1 2026 | Apr 13, 2026 |
| Encompass More Asset Management | History | Added to | 555,365 | 42,507 | 7.13% | 1.51% | 187 | +453,408 | 444.71% | Q1 2026 | Apr 28, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 554,541 | 42,444 | 20.52% | — | 188 | +554,541 | New | Q1 2026 | May 14, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 548,404 | 41,974 | 11.08% | 11.31% | 189 | +40,000 | 7.87% | Q1 2026 | Apr 21, 2026 |
| Wealth Management Nebraska | History | New | 544,531 | 41,678 | 4.22% | — | 190 | +544,531 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 539,854 | 41,320 | 0.86% | 0.99% | 191 | -11,585 | -2.1% | Q1 2026 | Apr 13, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 539,444 | 41,289 | 14.83% | 14.7% | 192 | +33,873 | 6.7% | Q1 2026 | Apr 14, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 538,699 | 41,232 | 4.24% | 4.15% | 193 | +7,894 | 1.49% | Q1 2026 | May 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 538,211 | 41,194 | 5.43% | 5.64% | 194 | +32,428 | 6.41% | Q1 2026 | Apr 28, 2026 |
| Financial Insights, Inc. | History | Added to | 535,431 | 40,981 | 13.28% | 13.02% | 195 | +51,318 | 10.6% | Q1 2026 | May 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 531,304 | 40,665 | 0.02% | 0.01% | 196 | +220,518 | 70.95% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 528,965 | 40,487 | 1.33% | 0.95% | 197 | +166,691 | 46.01% | Q1 2026 | May 14, 2026 |
| Bricktown Capital, LLC | History | Added to | 526,537 | 40,301 | 7.93% | 6.64% | 198 | +34,787 | 7.07% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 521,714 | 39,931 | 0.01% | 0.01% | 199 | -13,474 | -2.52% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 521,158 | 39,889 | 3.06% | 4.48% | 200 | -163,129 | -23.84% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 514,985 | 39,715 | 0.38% | 0.58% | 201 | -155,096 | -23.15% | Q1 2026 | Apr 07, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 516,718 | 39,549 | 6.24% | 6.4% | 202 | +3,326 | 0.65% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 509,074 | 38,964 | 0.22% | 0.25% | 203 | -49,164 | -8.81% | Q1 2026 | Apr 30, 2026 |
| Security Financial Services, INC. | History | No change | 485,406 | 38,939 | 6.11% | 6.11% | 204 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 505,424 | 38,685 | 0.42% | 0.32% | 205 | +154,124 | 43.87% | Q1 2026 | Apr 20, 2026 |
| Macco Financial Group, Inc. | History | Added to | 501,140 | 38,357 | 29.05% | 28.26% | 206 | +91,268 | 22.27% | Q1 2026 | Apr 23, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 494,737 | 37,867 | 19.58% | 20.28% | 207 | +21,282 | 4.5% | Q1 2026 | Apr 21, 2026 |
| TSG Advice Partners, LLC | History | Added to | 485,200 | 37,137 | 5.56% | 0.08% | 208 | +478,766 | 7441.19% | Q1 2026 | Apr 24, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 484,160 | 37,057 | 10.88% | 11.09% | 209 | -10,733 | -2.17% | Q1 2026 | Apr 21, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 474,554 | 36,322 | 14.95% | 10.52% | 210 | +140,616 | 42.11% | Q1 2026 | Apr 22, 2026 |
| Compass Financial Services Inc | History | Reduced | 474,091 | 36,286 | 15.72% | 16.52% | 211 | -3,599 | -0.75% | Q1 2026 | May 01, 2026 |
| Richmond Investment Services, LLC | History | Added to | 469,712 | 35,952 | 5.81% | 6.26% | 212 | +18,581 | 4.12% | Q1 2026 | Apr 29, 2026 |
| Fiduciary Alliance LLC | History | Added to | 434,686 | 35,809 | 2.16% | 0.23% | 213 | +391,036 | 895.84% | Q1 2026 | Apr 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 435,051 | 34,899 | 0.01% | 0.0% | 214 | +431,290 | 11467.43% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 453,841 | 34,737 | 2.08% | 2.02% | 215 | +40,204 | 9.72% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 452,181 | 34,609 | 0.78% | 0.73% | 216 | +44,596 | 10.94% | Q1 2026 | May 15, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 449,889 | 34,434 | 13.91% | 14.32% | 217 | +9,414 | 2.14% | Q1 2026 | Apr 29, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 448,546 | 34,331 | 25.07% | 25.65% | 218 | +517 | 0.12% | Q1 2026 | May 05, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 448,178 | 34,303 | 7.52% | 7.19% | 219 | +41,085 | 10.09% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 443,672 | 33,958 | 0.84% | 0.89% | 220 | -4,557 | -1.02% | Q1 2026 | Apr 29, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 440,487 | 33,714 | 5.99% | 3.32% | 221 | +216,660 | 96.8% | Q1 2026 | Apr 22, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 439,870 | 33,667 | 8.53% | — | 222 | +439,870 | New | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Reduced | 436,471 | 33,407 | 1.63% | 1.76% | 223 | -16,256 | -3.59% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 432,959 | 33,138 | 0.25% | 0.29% | 224 | -12,814 | -2.87% | Q1 2026 | Apr 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 425,101 | 32,970 | 1.99% | 0.9% | 225 | +239,092 | 128.54% | Q1 2026 | Apr 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 426,058 | 32,612 | 0.1% | 0.17% | 226 | -274,937 | -39.22% | Q1 2026 | May 13, 2026 |
| Stonebrook Private Inc. | History | Added to | 424,871 | 32,519 | 6.93% | 5.11% | 227 | +120,331 | 39.51% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 422,644 | 32,349 | 0.24% | 0.26% | 228 | -5,980 | -1.4% | Q1 2026 | May 12, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 421,242 | 32,241 | 4.62% | 4.69% | 229 | +11,601 | 2.83% | Q1 2026 | Apr 27, 2026 |
| Leo Wealth, LLC | History | Added to | 419,144 | 32,064 | 2.33% | 2.4% | 230 | +6,257 | 1.52% | Q1 2026 | May 05, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 417,266 | 31,937 | 2.36% | 2.81% | 231 | -74,820 | -15.2% | Q1 2026 | Apr 13, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 415,912 | 31,833 | 22.31% | 28.82% | 232 | -29,859 | -6.7% | Q1 2026 | May 06, 2026 |
| Simplicity Wealth,LLC | History | Added to | 414,641 | 31,736 | 1.8% | 1.62% | 233 | +76,843 | 22.75% | Q1 2026 | Apr 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 406,944 | 31,147 | 0.03% | 0.03% | 234 | -11 | -0.0% | Q1 2026 | May 12, 2026 |
| Arvest Bank Trust Division | History | Added to | 406,051 | 31,079 | 1.69% | 1.45% | 235 | +72,534 | 21.75% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 402,922 | 30,839 | 0.6% | 0.61% | 236 | -9,955 | -2.41% | Q1 2026 | May 01, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 399,068 | 30,544 | 13.33% | 7.04% | 237 | +197,519 | 98.0% | Q1 2026 | May 04, 2026 |
| Global View Capital Management LLC | History | Reduced | 398,889 | 30,531 | 8.1% | 9.72% | 238 | -251,096 | -38.63% | Q1 2026 | May 04, 2026 |
| Capital Investment Management, Inc. | History | Added to | 395,273 | 30,254 | 10.39% | 10.83% | 239 | +9,282 | 2.4% | Q1 2026 | Apr 22, 2026 |
| TSA Wealth Managment LLC | History | Added to | 392,549 | 30,045 | 9.71% | 8.64% | 240 | +67,419 | 20.74% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 392,231 | 30,021 | 0.6% | 0.48% | 241 | +100,422 | 34.41% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 388,066 | 29,701 | 0.7% | 0.28% | 242 | +244,345 | 170.01% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Added to | 387,987 | 29,696 | 0.55% | 0.52% | 243 | +42,899 | 12.43% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 382,132 | 29,248 | 0.25% | 0.22% | 244 | +909 | 0.24% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 379,070 | 29,014 | 0.69% | 0.74% | 245 | +23,284 | 6.54% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 375,427 | 28,735 | 3.49% | 3.14% | 246 | +51,387 | 15.86% | Q1 2026 | Apr 23, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 372,022 | 28,474 | 3.83% | 4.5% | 247 | +23,446 | 6.73% | Q1 2026 | May 15, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 369,144 | 28,254 | 11.83% | 13.54% | 248 | +12,656 | 3.55% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 365,958 | 28,010 | 2.1% | 2.14% | 249 | +10,591 | 2.98% | Q1 2026 | Apr 14, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 363,105 | 27,792 | 3.04% | 5.41% | 250 | -36,099 | -9.04% | Q1 2026 | May 07, 2026 |
| Vivaldi Capital Management LP | History | Added to | 362,979 | 27,782 | 3.84% | 3.66% | 251 | +27,619 | 8.24% | Q1 2026 | May 14, 2026 |
| TABLEAUX LLC | History | Added to | 358,971 | 27,475 | 13.31% | 13.87% | 252 | +116,051 | 47.77% | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 357,735 | 27,381 | 3.87% | 4.08% | 253 | -9,560 | -2.6% | Q1 2026 | Apr 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 356,956 | 27,321 | 3.52% | 3.85% | 254 | +12,413 | 3.6% | Q1 2026 | Apr 17, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 355,607 | 27,218 | 18.18% | 13.76% | 255 | +9,057 | 2.61% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 355,476 | 27,167 | 1.29% | 1.41% | 256 | -7,404 | -2.04% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 354,684 | 27,147 | 0.02% | 0.0% | 257 | +326,491 | 1158.06% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 351,387 | 26,878 | 2.01% | 1.46% | 258 | +51,812 | 17.3% | Q1 2026 | May 20, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 346,660 | 26,533 | 13.98% | 13.14% | 259 | -17,469 | -4.8% | Q1 2026 | May 15, 2026 |
| CBM Financial, LLC | History | Added to | 317,492 | 26,485 | 16.53% | 16.62% | 260 | +14,415 | 4.76% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 342,787 | 26,236 | 0.02% | 0.02% | 261 | +13,638 | 4.14% | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 322,305 | 25,855 | 1.61% | 1.61% | 262 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 335,409 | 25,672 | 1.66% | 1.77% | 263 | -2,278 | -0.67% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 335,348 | 25,667 | 0.6% | 0.27% | 264 | +194,633 | 138.32% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 333,410 | 25,519 | 0.04% | 0.05% | 265 | -47,120 | -12.38% | Q1 2026 | May 14, 2026 |
| SYKON CAPITAL LLC | History | Added to | 329,489 | 25,219 | 8.4% | 8.13% | 266 | +13,798 | 4.37% | Q1 2026 | Apr 22, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 328,771 | 25,164 | 13.61% | 14.05% | 267 | +6,520 | 2.02% | Q1 2026 | May 12, 2026 |
| Maia Wealth LLC | History | Added to | 326,134 | 24,962 | 4.22% | 4.42% | 268 | +2,834 | 0.88% | Q1 2026 | May 08, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 325,418 | 24,907 | 3.84% | 3.97% | 269 | +20,753 | 6.81% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 325,125 | 24,885 | 0.01% | 0.01% | 270 | -5,392 | -1.63% | Q1 2026 | May 08, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 309,089 | 24,795 | 2.75% | 2.75% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | No change | 308,292 | 24,731 | 1.49% | 1.49% | 272 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 322,447 | 24,680 | 5.5% | 6.0% | 273 | +1,610 | 0.5% | Q1 2026 | Apr 22, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 320,506 | 24,531 | 7.59% | 8.45% | 274 | -284 | -0.09% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 319,031 | 24,418 | 0.12% | 0.15% | 275 | +389 | 0.12% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 318,467 | 24,375 | 0.58% | 0.6% | 276 | -16,489 | -4.92% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 316,731 | 24,242 | 1.08% | 1.37% | 277 | -51,060 | -13.88% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | Reduced | 315,040 | 24,113 | 2.76% | 3.09% | 278 | -19,819 | -5.92% | Q1 2026 | Apr 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 314,886 | 24,101 | 0.37% | 0.37% | 279 | -2,585 | -0.81% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Added to | 313,521 | 23,996 | 0.99% | 1.07% | 280 | +1,962 | 0.63% | Q1 2026 | Apr 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 312,993 | 23,956 | 0.04% | 0.04% | 281 | +13,781 | 4.61% | Q1 2026 | May 14, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 304,507 | 23,306 | 8.68% | 0.65% | 282 | +281,577 | 1227.99% | Q1 2026 | Apr 08, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 301,363 | 23,066 | 5.98% | 6.13% | 283 | -9,143 | -2.94% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 301,173 | 23,051 | 0.03% | 0.03% | 284 | +35,976 | 13.57% | Q1 2026 | Apr 27, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 300,182 | 22,976 | 3.39% | 3.39% | 285 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 298,128 | 22,818 | 1.34% | 1.73% | 286 | -74,583 | -20.01% | Q1 2026 | Apr 20, 2026 |
| GTS FINANCIAL, LLC | History | New | 343,400 | 22,581 | 17.89% | — | 287 | +343,400 | New | Q1 2026 | May 19, 2026 |
| Mueller Wealth, LLC | History | Reduced | 292,848 | 22,414 | 17.87% | 30.26% | 288 | -162,948 | -35.75% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 290,482 | 22,233 | 0.01% | 0.01% | 289 | -70,119 | -19.45% | Q1 2026 | May 13, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 289,817 | 22,182 | 11.23% | 0.38% | 290 | +281,248 | 3282.16% | Q1 2026 | May 04, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 288,242 | 22,062 | 5.19% | 4.93% | 291 | +25,230 | 9.59% | Q1 2026 | Apr 23, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 286,492 | 21,928 | 11.89% | 13.13% | 292 | -3,681 | -1.27% | Q1 2026 | Apr 27, 2026 |
| Clarus Group, Inc. | History | Added to | 284,377 | 21,766 | 7.8% | 8.21% | 293 | +296 | 0.1% | Q1 2026 | Apr 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 283,446 | 21,694 | 2.4% | 2.23% | 294 | +35,169 | 14.17% | Q1 2026 | May 11, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 281,739 | 21,564 | 14.4% | 15.26% | 295 | -635 | -0.22% | Q1 2026 | Apr 13, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 281,336 | 21,533 | 5.14% | 5.76% | 296 | +4,820 | 1.74% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 281,297 | 21,530 | 1.21% | 1.13% | 297 | +16,966 | 6.42% | Q1 2026 | May 08, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 275,306 | 21,071 | 6.02% | 6.34% | 298 | +5,455 | 2.02% | Q1 2026 | Apr 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 273,600 | 20,941 | 0.01% | 0.02% | 299 | -121,728 | -30.79% | Q1 2026 | May 15, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 273,176 | 20,908 | 2.02% | 0.08% | 300 | +262,416 | 2438.81% | Q1 2026 | May 05, 2026 |