SPDR SERIES TRUST - SPYV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Reduced | 81,414,415 | 4,606,427 | 9.35% | 8.81% | 1 | -394,776 | -0.48% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 51,495,991 | 2,913,643 | 0.77% | 0.78% | 2 | +1,389,384 | 2.77% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 22,832,655 | 1,291,871 | 0.15% | 0.16% | 3 | +316,317 | 1.4% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 19,767,082 | 1,118,421 | 4.53% | 4.58% | 4 | +71,787 | 0.36% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 9,374,470 | 530,407 | 0.03% | 0.07% | 5 | -10,373,342 | -52.53% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 8,996,058 | 508,996 | 6.05% | 6.12% | 6 | +255,913 | 2.93% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,303,187 | 414,325 | 0.1% | 0.11% | 7 | -998,637 | -12.03% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,235,309 | 409,373 | 0.03% | 0.03% | 8 | -431,004 | -5.62% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,904,567 | 384,170 | 0.02% | 0.02% | 9 | +108,103 | 1.59% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,407,751 | 362,550 | 0.11% | 0.11% | 10 | +402,863 | 6.71% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 6,155,621 | 348,285 | 0.05% | 0.06% | 11 | -338,773 | -5.22% | Q1 2026 | May 05, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 6,067,330 | 343,289 | 19.99% | 20.3% | 12 | +268,484 | 4.63% | Q1 2026 | Apr 23, 2026 |
| Horizon Investments, LLC | History | Added to | 5,332,176 | 301,694 | 3.38% | 2.79% | 13 | +1,461,146 | 37.75% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,945,272 | 279,805 | 7.65% | 8.73% | 14 | -696,576 | -12.35% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,898,740 | 278,297 | 1.79% | 2.01% | 15 | -266,560 | -5.16% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,802,123 | 271,704 | 0.07% | 0.07% | 16 | +664,404 | 16.06% | Q1 2026 | May 04, 2026 |
| NorthRock Partners, LLC | History | Added to | 4,586,305 | 259,493 | 4.18% | 4.23% | 17 | +169,114 | 3.83% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 4,327,273 | 244,837 | 2.07% | 2.04% | 18 | -136,187 | -3.05% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,298,247 | 243,194 | 0.04% | 0.06% | 19 | -1,706,209 | -28.42% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 4,294,646 | 242,991 | 10.18% | 9.03% | 20 | +640,278 | 17.52% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 4,205,952 | 237,972 | 0.25% | 0.25% | 21 | +230,152 | 5.79% | Q1 2026 | May 13, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Reduced | 4,204 | 237,862 | 2.67% | 4.0% | 22 | -3,074 | -42.24% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 4,161,823 | 235,475 | 0.62% | 0.63% | 23 | +76,764 | 1.88% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 3,971,984 | 224,734 | 1.96% | 2.02% | 24 | +351,541 | 9.71% | Q1 2026 | May 14, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 3,840,648 | 217,303 | 5.72% | 5.39% | 25 | +272,930 | 7.65% | Q1 2026 | Apr 16, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,714,629 | 210,173 | 0.81% | — | 26 | +3,714,629 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 3,601,934 | 203,797 | 0.29% | 0.3% | 27 | +32,415 | 0.91% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 3,586,411 | 202,919 | 1.1% | 1.14% | 28 | +87,233 | 2.49% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,080,319 | 174,284 | 0.18% | 0.16% | 29 | +539,803 | 21.25% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,819,788 | 159,938 | 0.33% | 0.36% | 30 | -1,817,302 | -39.19% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | Added to | 2,780,187 | 157,303 | 1.69% | 0.07% | 31 | +2,726,808 | 5108.39% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,764,634 | 156,422 | 0.73% | 0.76% | 32 | -67,158 | -2.37% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,618,389 | 154,877 | 2.76% | 4.77% | 33 | +857,802 | 48.72% | Q1 2026 | May 01, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 2,722,619 | 154,045 | 14.73% | 12.42% | 34 | +433,122 | 18.92% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,721,924 | 154,011 | 0.23% | 0.26% | 35 | -409,556 | -13.08% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,662,837 | 150,663 | 0.14% | 0.1% | 36 | +616,193 | 30.11% | Q1 2026 | May 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 2,552,495 | 144,499 | 4.6% | 4.78% | 37 | +142,130 | 5.9% | Q1 2026 | May 06, 2026 |
| Lutz Financial Services LLC | History | Added to | 2,434,676 | 137,753 | 9.26% | 9.23% | 38 | +46,773 | 1.96% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Reduced | 2,247,354 | 127,155 | 0.24% | 0.25% | 39 | -83,647 | -3.59% | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,198,037 | 124,364 | 6.77% | 6.49% | 40 | +125,407 | 6.05% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,157,934 | 122,095 | 0.08% | 0.08% | 41 | +59,796 | 2.85% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,154,706 | 121,913 | 0.02% | 0.02% | 42 | +45,685 | 2.17% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 2,094,975 | 118,532 | 0.14% | 0.14% | 43 | -13,752 | -0.65% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,981,597 | 112,119 | 1.11% | 0.96% | 44 | +457,342 | 30.0% | Q1 2026 | May 12, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 1,953,318 | 110,518 | 8.15% | 9.67% | 45 | -366,355 | -15.79% | Q1 2026 | Apr 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 1,942,042 | 109,880 | 1.84% | 1.57% | 46 | +280,354 | 16.87% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 1,904,362 | 107,748 | 3.67% | 3.73% | 47 | -63,751 | -3.24% | Q1 2026 | May 07, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 1,885,561 | 106,768 | 3.94% | 6.44% | 48 | +1,178,631 | 166.73% | Q1 2026 | May 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 1,837,787 | 103,981 | 8.44% | 7.66% | 49 | +71,473 | 4.05% | Q1 2026 | Apr 10, 2026 |
| Bell Bank | History | Added to | 1,753,318 | 99,202 | 4.21% | 3.84% | 50 | +172,282 | 10.9% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,684,483 | 95,308 | 0.13% | 0.13% | 51 | +33,572 | 2.03% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,646,902 | 93,181 | 2.17% | 2.02% | 52 | +185,108 | 12.66% | Q1 2026 | May 15, 2026 |
| KWB Wealth | History | Reduced | 1,627,559 | 92,461 | 9.15% | 9.43% | 53 | -124,502 | -7.11% | Q1 2026 | Apr 08, 2026 |
| Convergence Financial, LLC | History | Added to | 1,601,814 | 90,923 | 9.64% | 5.87% | 54 | +894,199 | 126.37% | Q1 2026 | May 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 1,529,979 | 86,566 | 3.96% | 3.78% | 55 | +3,491 | 0.23% | Q1 2026 | May 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 1,450,889 | 84,383 | 4.76% | 4.62% | 56 | +70,613 | 5.12% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,482,888 | 83,901 | 0.67% | 0.82% | 57 | +262,295 | 21.49% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,477,537 | 82,138 | 0.04% | 0.03% | 58 | +516,509 | 53.75% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 1,301,850 | 73,658 | 3.24% | 3.39% | 59 | +35,746 | 2.82% | Q1 2026 | Apr 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,299,997 | 73,553 | 0.52% | 0.55% | 60 | +38,971 | 3.09% | Q1 2026 | Apr 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 1,208,677 | 70,308 | 4.74% | 4.74% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,203,318 | 68,083 | 0.19% | 0.14% | 62 | +166,943 | 16.11% | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,195,478 | 67,640 | 2.3% | 2.15% | 63 | +110,919 | 10.23% | Q1 2026 | Apr 07, 2026 |
| Klingman & Associates, LLC | History | Reduced | 1,173,507 | 66,397 | 3.18% | 3.28% | 64 | -21,660 | -1.81% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Added to | 1,145,536 | 64,814 | 1.4% | 0.69% | 65 | +457,007 | 66.37% | Q1 2026 | May 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,101,717 | 62,335 | 0.93% | 0.93% | 66 | -18,058 | -1.61% | Q1 2026 | May 05, 2026 |
| Compton Financial Group, LLC | History | Reduced | 1,086,214 | 61,457 | 13.58% | 18.46% | 67 | -348,533 | -24.29% | Q1 2026 | Apr 28, 2026 |
| 71 West Capital Partners | History | Added to | 1,079,182 | 61,060 | 2.69% | 2.74% | 68 | +30,756 | 2.93% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 1,048,809 | 59,341 | 0.0% | 0.0% | 69 | +15,781 | 1.53% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,033,446 | 57,293 | 0.08% | 0.08% | 70 | +10,753 | 1.05% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 988,476 | 55,927 | 4.18% | 6.4% | 71 | -534,535 | -35.1% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 965,471 | 54,626 | 0.7% | 0.34% | 72 | +562,028 | 139.31% | Q1 2026 | May 15, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 963,988 | 54,542 | 12.72% | 12.9% | 73 | +21,296 | 2.26% | Q1 2026 | Apr 08, 2026 |
| Facet Wealth, Inc. | History | Added to | 881,334 | 49,865 | 0.86% | 0.86% | 74 | +39,422 | 4.68% | Q1 2026 | May 07, 2026 |
| CGN Advisors LLC | History | Reduced | 879,172 | 49,743 | 3.93% | 3.98% | 75 | -5,301 | -0.6% | Q1 2026 | Apr 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 868,602 | 49,145 | 6.33% | 6.42% | 76 | +58,035 | 7.16% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 845,713 | 47,850 | 0.36% | 0.37% | 77 | +42,071 | 5.24% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 841,900 | 47,634 | 3.8% | 3.82% | 78 | -10,299 | -1.21% | Q1 2026 | May 15, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Reduced | 820,882 | 46,445 | 21.07% | 21.05% | 79 | -7,663 | -0.92% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 812,663 | 45,980 | 0.12% | 0.14% | 80 | -92,115 | -10.18% | Q1 2026 | Apr 30, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 811,411 | 45,814 | 16.4% | 16.02% | 81 | +20,847 | 2.64% | Q1 2026 | Apr 23, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 790,404 | 44,721 | 0.69% | 0.51% | 82 | +186,565 | 30.9% | Q1 2026 | Apr 01, 2026 |
| COURIER CAPITAL LLC | History | Added to | 784,446 | 44,383 | 2.48% | 2.31% | 83 | +59,146 | 8.15% | Q1 2026 | Apr 23, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 781,325 | 44,207 | 4.45% | 4.44% | 84 | -1,874 | -0.24% | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | Added to | 779,970 | 44,131 | 6.69% | 5.67% | 85 | +111,832 | 16.74% | Q1 2026 | Apr 27, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 750,134 | 42,442 | 5.61% | 5.42% | 86 | +14,628 | 1.99% | Q1 2026 | Apr 27, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 743,606 | 42,073 | 3.26% | 3.14% | 87 | +47,955 | 6.89% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 738,755 | 41,798 | 1.19% | 1.22% | 88 | +49,038 | 7.11% | Q1 2026 | Apr 09, 2026 |
| Accredited Investors Inc. | History | Reduced | 723,052 | 40,910 | 2.2% | 2.21% | 89 | -9,903 | -1.35% | Q1 2026 | Apr 30, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 712,981 | 40,340 | 3.83% | 3.65% | 90 | +19,446 | 2.8% | Q1 2026 | May 11, 2026 |
| Constellation Investments, Inc. | History | No change | 712,000 | 40,284 | 1.34% | 1.25% | 91 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VICUS CAPITAL | History | Reduced | 711,625 | 40,263 | 2.96% | 3.12% | 92 | -20,000 | -2.73% | Q1 2026 | Apr 22, 2026 |
| ERn Financial, LLC | History | Added to | 698,504 | 39,521 | 7.43% | 7.22% | 93 | +22,241 | 3.29% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 695,802 | 39,368 | 0.03% | 0.03% | 94 | +3,987 | 0.58% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 677,459 | 38,330 | 1.42% | 1.49% | 95 | -16,867 | -2.43% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 669,773 | 37,895 | 0.07% | 0.07% | 96 | -18,864 | -2.74% | Q1 2026 | May 01, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 641,702 | 36,307 | 11.79% | 11.29% | 97 | +46,912 | 7.89% | Q1 2026 | May 04, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 639,848 | 36,202 | 16.54% | 16.58% | 98 | +23,483 | 3.81% | Q1 2026 | Apr 20, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 639,789 | 36,199 | 5.79% | 5.81% | 99 | -6,276 | -0.97% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 621,528 | 35,165 | 0.64% | 0.62% | 100 | +52,766 | 9.28% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 620,103 | 35,085 | 3.62% | 3.48% | 101 | +32,912 | 5.6% | Q1 2026 | May 11, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 595,915 | 33,716 | 7.44% | 7.19% | 102 | +26,229 | 4.6% | Q1 2026 | Apr 03, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 591,221 | 33,451 | 0.78% | 0.82% | 103 | +3,673 | 0.63% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 588,967 | 33,323 | 1.4% | — | 104 | +588,967 | New | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 572,501 | 32,392 | 0.0% | 0.0% | 105 | -300 | -0.05% | Q1 2026 | May 14, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 567,807 | 32,126 | 6.08% | 6.13% | 106 | -894 | -0.16% | Q1 2026 | Apr 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 563,131 | 31,861 | 0.79% | 0.78% | 107 | +42,648 | 8.19% | Q1 2026 | Apr 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 560,176 | 31,694 | 2.66% | 2.58% | 108 | +18,519 | 3.42% | Q1 2026 | Apr 20, 2026 |
| Roberts Financial Services LLC | History | Added to | 549,622 | 31,097 | 9.89% | 8.85% | 109 | +53,151 | 10.71% | Q1 2026 | Apr 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 544,900 | 30,830 | 0.85% | 0.86% | 110 | +4,893 | 0.91% | Q1 2026 | May 04, 2026 |
| Navigation Group, LLC | History | New | 544,619 | 30,814 | 7.21% | — | 111 | +544,619 | New | Q1 2026 | May 05, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 542,723 | 30,707 | 12.05% | 12.0% | 112 | +8,289 | 1.55% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 537,822 | 30,430 | 1.97% | 2.07% | 113 | -19,787 | -3.55% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 534,263 | 30,229 | 0.07% | 0.07% | 114 | +7,388 | 1.4% | Q1 2026 | Apr 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 525,791 | 29,749 | 0.04% | 0.04% | 115 | -99,853 | -15.96% | Q1 2026 | May 13, 2026 |
| SkyOak Wealth, LLC | History | Added to | 519,061 | 29,368 | 5.38% | 5.08% | 116 | +22,074 | 4.44% | Q1 2026 | Apr 30, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 508,306 | 28,759 | 3.22% | 3.24% | 117 | -2,455 | -0.48% | Q1 2026 | May 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 503,899 | 28,510 | 0.96% | 0.87% | 118 | +69,089 | 15.89% | Q1 2026 | Apr 17, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 498,945 | 28,230 | 2.87% | 2.88% | 119 | -1,232 | -0.25% | Q1 2026 | May 04, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 493,776 | 27,937 | 14.72% | 12.51% | 120 | +4,475 | 0.91% | Q1 2026 | May 15, 2026 |
| Hamilton Capital, LLC | History | Added to | 486,050 | 27,500 | 1.42% | 1.34% | 121 | +15,837 | 3.37% | Q1 2026 | May 15, 2026 |
| Harbor Group, Inc. | History | Reduced | 485,270 | 27,456 | 3.97% | 4.17% | 122 | -5,456 | -1.11% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 479,814 | 27,147 | 0.99% | 1.16% | 123 | +37,214 | 8.41% | Q1 2026 | May 19, 2026 |
| Marathon Mission, Inc. | History | Reduced | 462,531 | 26,170 | 15.23% | 15.21% | 124 | -482 | -0.1% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 461,884 | 26,133 | 0.53% | 0.6% | 125 | -58,553 | -11.25% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 461,055 | 26,086 | 0.04% | 0.04% | 126 | +38,947 | 9.23% | Q1 2026 | May 15, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 460,215 | 26,038 | 2.85% | 6.24% | 127 | -190,247 | -29.25% | Q1 2026 | May 07, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 458,387 | 25,935 | 4.2% | 4.3% | 128 | -7,325 | -1.57% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 456,477 | 25,827 | 0.03% | 0.03% | 129 | +19,226 | 4.4% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 454,428 | 25,711 | 0.35% | 0.29% | 130 | +95,645 | 26.66% | Q1 2026 | May 12, 2026 |
| MBE Wealth Management, LLC | History | Added to | 450,337 | 25,480 | 10.58% | 10.56% | 131 | +6,485 | 1.46% | Q1 2026 | Apr 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 444,837 | 25,168 | 0.04% | 0.04% | 132 | +479 | 0.11% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 439,225 | 24,882 | 0.43% | 0.47% | 133 | -13,965 | -3.08% | Q1 2026 | May 14, 2026 |
| Gibbs Wealth Management | History | Added to | 434,660 | 24,593 | 3.23% | 2.66% | 134 | +245,756 | 130.1% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 431,762 | 24,429 | 0.99% | 0.98% | 135 | -55,227 | -11.34% | Q1 2026 | Apr 27, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 427,309 | 24,177 | 2.56% | 2.71% | 136 | -3,214 | -0.75% | Q1 2026 | Apr 20, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 422,684 | 23,915 | 11.81% | 11.49% | 137 | +15,234 | 3.74% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 421,795 | 23,865 | 0.26% | 0.29% | 138 | -27,439 | -6.11% | Q1 2026 | Apr 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 418,811 | 23,696 | 1.82% | 1.77% | 139 | +8,508 | 2.07% | Q1 2026 | Apr 08, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 416,949 | 23,590 | 3.73% | 3.64% | 140 | +8,505 | 2.08% | Q1 2026 | Apr 29, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 415,019 | 23,481 | 7.26% | 7.15% | 141 | +31,483 | 8.21% | Q1 2026 | May 13, 2026 |
| Stonebrook Private Inc. | History | Reduced | 414,969 | 23,478 | 5.0% | 5.09% | 142 | -12,878 | -3.01% | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 414,214 | 23,436 | 6.4% | 6.45% | 143 | -14,821 | -3.45% | Q1 2026 | May 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 411,446 | 23,279 | 4.77% | 4.76% | 144 | -5,689 | -1.36% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 118,261 | 22,947 | 1.06% | 0.12% | 145 | -448,824 | -79.15% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 402,648 | 22,874 | 0.41% | 0.41% | 146 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 401,624 | 22,723 | 9.93% | 9.6% | 147 | -34,956 | -8.01% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 394,338 | 22,311 | 0.04% | 0.05% | 148 | +96,838 | 32.55% | Q1 2026 | May 01, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 388,813 | 21,999 | 10.84% | 12.99% | 149 | -53,211 | -12.04% | Q1 2026 | Apr 17, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 388,408 | 21,976 | 11.49% | 10.84% | 150 | +28,731 | 7.99% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 383,900 | 21,721 | 0.27% | 0.22% | 151 | +77,122 | 25.14% | Q1 2026 | Apr 20, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 381,304 | 21,719 | 3.37% | 3.37% | 152 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 381,896 | 21,488 | 0.03% | — | 153 | +381,896 | New | Q1 2026 | May 12, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 377,859 | 21,379 | 6.95% | 7.17% | 154 | -106 | -0.03% | Q1 2026 | May 08, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 377,563 | 21,362 | 0.55% | 0.58% | 155 | -20,125 | -5.06% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 372,357 | 21,067 | 0.24% | 0.23% | 156 | +20,341 | 5.78% | Q1 2026 | Apr 28, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 368,536 | 20,851 | 11.11% | 10.82% | 157 | -1,691 | -0.46% | Q1 2026 | May 11, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 367,900 | 20,815 | 8.99% | 8.81% | 158 | +9,932 | 2.77% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 366,709 | 20,748 | 0.81% | 0.84% | 159 | +233,474 | 175.23% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Added to | 345,476 | 19,547 | 4.93% | 4.72% | 160 | +7,219 | 2.13% | Q1 2026 | Apr 29, 2026 |
| NOVEM GROUP | History | Added to | 339,246 | 19,194 | 2.2% | 1.76% | 161 | +69,974 | 25.99% | Q1 2026 | Apr 10, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 338,317 | 19,141 | 5.05% | 4.79% | 162 | +15,851 | 4.92% | Q1 2026 | Apr 20, 2026 |
| Freestate Advisors LLC | History | Reduced | 335,122 | 18,961 | 15.16% | 15.77% | 163 | -6,381 | -1.87% | Q1 2026 | Apr 09, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 334,493 | 18,925 | 5.33% | 5.38% | 164 | -8,901 | -2.59% | Q1 2026 | Apr 10, 2026 |
| CBM Financial, LLC | History | Added to | 318,737 | 18,878 | 11.78% | 11.84% | 165 | +24,258 | 8.24% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 330,844 | 18,719 | 0.02% | — | 166 | +330,844 | New | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 330,069 | 18,675 | 0.27% | 0.31% | 167 | -7,068 | -2.1% | Q1 2026 | Apr 10, 2026 |
| Ascent Group, LLC | History | Reduced | 329,480 | 18,641 | 0.65% | 0.65% | 168 | -4,209 | -1.26% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 328,746 | 18,600 | 1.43% | 1.43% | 169 | +21,175 | 6.88% | Q1 2026 | Apr 22, 2026 |
| POTENTIA WEALTH | History | Reduced | 325,936 | 18,441 | 7.12% | 9.48% | 170 | -129,225 | -28.39% | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 324,073 | 18,336 | 1.23% | — | 171 | +324,073 | New | Q1 2026 | Apr 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 323,902 | 18,326 | 0.14% | 0.13% | 172 | +51,013 | 18.69% | Q1 2026 | Apr 07, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 322,865 | 18,267 | 4.74% | 4.8% | 173 | -20,731 | -6.03% | Q1 2026 | Apr 22, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 320,005 | 18,105 | 0.56% | 0.6% | 174 | -3,998 | -1.23% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 319,639 | 18,085 | 0.1% | 0.1% | 175 | -10,614 | -3.21% | Q1 2026 | May 05, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 319,526 | 18,078 | 7.99% | 9.14% | 176 | -33,873 | -9.58% | Q1 2026 | Apr 15, 2026 |
| McAdam, LLC | History | Reduced | 312,288 | 17,669 | 0.8% | 0.85% | 177 | -13,447 | -4.13% | Q1 2026 | May 08, 2026 |
| Northern Capital Management, Inc. | History | Added to | 310,886 | 17,589 | 8.82% | 2.52% | 178 | +226,768 | 269.58% | Q1 2026 | May 13, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 309,686 | 17,522 | 3.44% | 3.71% | 179 | -25,071 | -7.49% | Q1 2026 | Apr 07, 2026 |
| CX Institutional | History | Reduced | 307,056 | 17,373 | 0.53% | 0.55% | 180 | -20,235 | -6.18% | Q1 2026 | Apr 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 305,401 | 17,279 | 1.18% | 1.03% | 181 | +13,104 | 4.48% | Q1 2026 | May 21, 2026 |
| ASSETMARK, INC | History | Reduced | 303,562 | 17,175 | 0.04% | 0.04% | 182 | -44,732 | -12.84% | Q1 2026 | May 06, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 303,396 | 17,166 | 2.14% | 2.15% | 183 | +2,284 | 0.76% | Q1 2026 | May 14, 2026 |
| Collier Financial | History | Reduced | 303,077 | 17,148 | 13.08% | 13.09% | 184 | -3,709 | -1.21% | Q1 2026 | May 11, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 300,108 | 16,980 | 2.11% | 3.42% | 185 | -191,510 | -38.96% | Q1 2026 | Apr 08, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 298,686 | 16,899 | 1.75% | 1.76% | 186 | +1,449 | 0.49% | Q1 2026 | May 06, 2026 |
| Tempo Wealth, LLC | History | Added to | 293,156 | 16,586 | 2.89% | 2.82% | 187 | +14,605 | 5.24% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 288,823 | 16,341 | 0.03% | 0.03% | 188 | +10,758 | 3.87% | Q1 2026 | May 14, 2026 |
| Probity Advisors, Inc. | History | Added to | 280,353 | 15,862 | 2.51% | 2.53% | 189 | +2,274 | 0.82% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Reduced | 279,843 | 15,833 | 0.18% | 0.19% | 190 | -8,671 | -3.01% | Q1 2026 | Apr 16, 2026 |
| rebel Financial LLC | History | Added to | 279,279 | 15,801 | 6.85% | 6.68% | 191 | +3,861 | 1.4% | Q1 2026 | Apr 24, 2026 |
| Francis Financial, Inc. | History | Added to | 277,032 | 15,674 | 2.91% | 0.56% | 192 | +226,817 | 451.69% | Q1 2026 | May 07, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 277,581 | 15,551 | 2.06% | 2.05% | 193 | +11,152 | 4.19% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 274,086 | 15,507 | 0.06% | 0.06% | 194 | +16,584 | 6.44% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 273,956 | 15,500 | 0.02% | 0.02% | 195 | +6,755 | 2.53% | Q1 2026 | May 14, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 272,460 | 15,415 | 5.74% | 5.35% | 196 | +4,730 | 1.77% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 258,402 | 14,679 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 258,012 | 14,598 | 3.96% | 3.81% | 198 | -13,829 | -5.09% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 255,324 | 14,446 | 0.51% | 0.51% | 199 | +1,934 | 0.76% | Q1 2026 | May 06, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 254,932 | 14,424 | 1.9% | 1.88% | 200 | -8,900 | -3.37% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 253,805 | 14,360 | 0.18% | 0.18% | 201 | +88 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 251,354 | 14,221 | 3.91% | 4.06% | 202 | +2,840 | 1.14% | Q1 2026 | May 05, 2026 |
| Hills Bank & Trust Co | History | Reduced | 248,701 | 14,071 | 0.68% | 1.98% | 203 | -352,085 | -58.6% | Q1 2026 | May 01, 2026 |
| Legacy Financial Group LLC | History | Added to | 247,465 | 14,001 | 1.76% | 1.81% | 204 | +269 | 0.11% | Q1 2026 | May 04, 2026 |
| Cynosure Group, LLC | History | Reduced | 246,155 | 13,927 | 1.74% | 2.14% | 205 | -124,520 | -33.59% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 243,536 | 13,779 | 0.01% | 0.01% | 206 | +45,242 | 22.82% | Q1 2026 | Apr 30, 2026 |
| Portside Wealth Group, LLC | History | Added to | 242,776 | 13,736 | 1.86% | 1.7% | 207 | +20,855 | 9.4% | Q1 2026 | May 12, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 231,049 | 13,410 | 12.44% | 12.44% | 208 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 223,865 | 13,194 | 5.56% | 5.86% | 209 | +1,330 | 0.6% | Q1 2026 | May 08, 2026 |
| Optimist Retirement Group LLC | History | Added to | 232,034 | 13,128 | 5.79% | 6.02% | 210 | +909 | 0.39% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 231,083 | 13,074 | 0.01% | 0.0% | 211 | +67,345 | 41.13% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 229,345 | 12,976 | 0.53% | 0.53% | 212 | +2,686 | 1.19% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 229,218 | 12,969 | 0.02% | 0.01% | 213 | +154,002 | 204.75% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 228,353 | 12,920 | 0.06% | 0.05% | 214 | +58,769 | 34.65% | Q1 2026 | May 04, 2026 |
| Financial Council, LLC | History | Reduced | 224,052 | 12,676 | 4.89% | 5.13% | 215 | -2,174 | -0.96% | Q1 2026 | Apr 21, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 223,606 | 12,653 | 4.14% | 4.59% | 216 | -4,601 | -2.02% | Q1 2026 | May 14, 2026 |
| Hofer & Associates. Inc | History | Added to | 222,247 | 12,574 | 6.76% | 6.54% | 217 | +4,911 | 2.26% | Q1 2026 | Apr 21, 2026 |
| Diligent Investors, LLC | History | Reduced | 219,388 | 12,412 | 3.07% | 3.12% | 218 | -3,712 | -1.66% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 216,757 | 12,264 | 0.3% | 0.31% | 219 | -5,968 | -2.68% | Q1 2026 | Apr 29, 2026 |
| GenWealth Group, Inc. | History | Added to | 216,392 | 12,243 | 2.09% | 2.05% | 220 | +8,446 | 4.06% | Q1 2026 | May 11, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 216,366 | 12,241 | 7.04% | 6.9% | 221 | +1,059 | 0.49% | Q1 2026 | May 01, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 215,250 | 12,178 | 5.48% | 6.2% | 222 | -27,834 | -11.45% | Q1 2026 | Apr 28, 2026 |
| Vertrix Wealth Management, LLC | History | New | 214,458 | 12,134 | 4.47% | — | 223 | +214,458 | New | Q1 2026 | Apr 24, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 213,397 | 12,123 | 0.8% | 0.8% | 224 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 211,159 | 11,947 | 8.31% | 8.84% | 225 | +43,400 | 25.87% | Q1 2026 | Apr 22, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 208,899 | 11,819 | 1.75% | 1.83% | 226 | -167,733 | -44.53% | Q1 2026 | Apr 24, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 208,171 | 11,778 | 3.61% | 3.86% | 227 | -13,640 | -6.15% | Q1 2026 | Apr 13, 2026 |
| Breachway Investments LLC | History | Added to | 205,819 | 11,659 | 11.19% | 2.83% | 228 | +158,610 | 335.97% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Group, LLC | History | Added to | 205,574 | 11,631 | 5.42% | 5.41% | 229 | +7,059 | 3.56% | Q1 2026 | Apr 23, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 204,672 | 11,580 | 2.91% | 1.53% | 230 | +100,437 | 96.36% | Q1 2026 | Apr 09, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 202,384 | 11,450 | 3.13% | 4.64% | 231 | -6,791 | -3.25% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Reduced | 201,872 | 11,421 | 0.36% | 0.41% | 232 | -14,738 | -6.8% | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 200,514 | 11,345 | 1.91% | 2.51% | 233 | -61,375 | -23.44% | Q1 2026 | Apr 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 200,000 | 11,316 | 0.0% | — | 234 | +200,000 | New | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 199,379 | 11,280 | 0.08% | 0.1% | 235 | -9,984 | -4.77% | Q1 2026 | Apr 15, 2026 |
| BCS Wealth Management | History | Reduced | 197,332 | 11,165 | 2.28% | 2.08% | 236 | -165,249 | -45.58% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 194,221 | 10,989 | 0.21% | 0.21% | 237 | +5,651 | 3.0% | Q1 2026 | Apr 14, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 188,494 | 10,664 | 4.43% | 4.28% | 238 | +8,135 | 4.51% | Q1 2026 | Apr 23, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 186,117 | 10,530 | 7.52% | 7.52% | 239 | +16,065 | 9.45% | Q1 2026 | Apr 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 185,363 | 10,487 | 1.87% | 1.93% | 240 | +9,205 | 5.23% | Q1 2026 | May 08, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 185,273 | 10,482 | 6.45% | 5.89% | 241 | -5,173 | -2.72% | Q1 2026 | Apr 15, 2026 |
| Walsh & Associates, LLC | History | Reduced | 183,563 | 10,386 | 10.3% | 10.3% | 242 | -397 | -0.22% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 183,169 | 10,376 | 0.1% | 0.11% | 243 | +4,236 | 2.37% | Q1 2026 | Apr 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 180,695 | 10,223 | 0.0% | 0.0% | 244 | +173,743 | 2499.18% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 180,147 | 10,192 | 0.04% | 0.04% | 245 | -7,677 | -4.09% | Q1 2026 | May 15, 2026 |
| Madrid Financial Services | History | New | 179,343 | 10,147 | 5.99% | — | 246 | +179,343 | New | Q1 2026 | May 15, 2026 |
| Oak Harvest Investment Services | History | Reduced | 178,403 | 10,094 | 1.05% | 1.16% | 247 | -9,582 | -5.1% | Q1 2026 | Apr 22, 2026 |
| PECAUT & CO. | History | Reduced | 177,439 | 10,039 | 3.26% | 3.46% | 248 | -11,227 | -5.95% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 175,676 | 9,939 | 0.05% | 0.05% | 249 | +3,353 | 1.95% | Q1 2026 | May 15, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 172,719 | 9,772 | 2.35% | 2.43% | 250 | +9,385 | 5.75% | Q1 2026 | Apr 24, 2026 |
| Auour Investments LLC | History | Added to | 166,654 | 9,429 | 2.97% | 2.97% | 251 | +2,149 | 1.31% | Q1 2026 | Apr 20, 2026 |
| Olde Wealth Management, LLC | History | Added to | 166,267 | 9,407 | 2.98% | 2.81% | 252 | +5,268 | 3.27% | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | New | 163,900 | 9,273 | 1.04% | — | 253 | +163,900 | New | Q1 2026 | Apr 15, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 163,571 | 9,254 | 5.57% | 11.93% | 254 | -187,949 | -53.47% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 162,516 | 9,195 | 0.56% | 3.06% | 255 | -692,823 | -81.0% | Q1 2026 | Apr 13, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 161,886 | 9,159 | 7.28% | 5.92% | 256 | +16,489 | 11.34% | Q1 2026 | Apr 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 161,386 | 9,131 | 0.79% | 0.82% | 257 | -1,880 | -1.15% | Q1 2026 | May 08, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 161,288 | 9,125 | 1.71% | 1.69% | 258 | +3,882 | 2.47% | Q1 2026 | Apr 08, 2026 |
| M&T BANK CORP | History | Reduced | 161,133 | 9,116 | 0.03% | 0.03% | 259 | -18,126 | -10.11% | Q1 2026 | May 12, 2026 |
| Bensler, LLC | History | Added to | 160,316 | 9,070 | 0.94% | 0.87% | 260 | +7,226 | 4.72% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 157,612 | 8,917 | 0.2% | 0.21% | 261 | -5,578 | -3.42% | Q1 2026 | May 15, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 148,069 | 8,731 | 5.22% | 5.24% | 262 | +4,276 | 2.97% | Q1 2026 | Apr 23, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 149,444 | 8,691 | 1.1% | 1.31% | 263 | -22,590 | -13.13% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 152,832 | 8,647 | 0.03% | 0.05% | 264 | -119,281 | -43.84% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Added to | 151,991 | 8,599 | 1.53% | 1.54% | 265 | +3,227 | 2.17% | Q1 2026 | Apr 24, 2026 |
| Quent Capital, LLC | History | Reduced | 151,195 | 8,554 | 0.61% | 0.64% | 266 | -3,759 | -2.43% | Q1 2026 | Apr 28, 2026 |
| Ignite Planners, LLC | History | Added to | 151,156 | 8,531 | 1.32% | 1.21% | 267 | +15,435 | 11.37% | Q1 2026 | Apr 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 149,401 | 8,453 | 1.6% | 1.51% | 268 | -7,758 | -4.94% | Q1 2026 | May 20, 2026 |
| Stone Summit Wealth LLC | History | Added to | 148,897 | 8,424 | 2.34% | 2.16% | 269 | +8,384 | 5.97% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 138,141 | 8,133 | 0.52% | 0.23% | 270 | +79,306 | 134.79% | Q1 2026 | Apr 22, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 142,750 | 8,076 | 5.46% | 5.43% | 271 | +7,274 | 5.37% | Q1 2026 | May 05, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 142,670 | 8,072 | 1.95% | 2.19% | 272 | -2,882 | -1.98% | Q1 2026 | Apr 20, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 141,486 | 8,005 | 0.51% | 0.53% | 273 | -5,154 | -3.51% | Q1 2026 | Apr 17, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 141,132 | 7,985 | 1.92% | 2.77% | 274 | -49,441 | -25.94% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 139,738 | 7,906 | 0.0% | 0.0% | 275 | +108,699 | 350.2% | Q1 2026 | May 15, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 138,838 | 7,855 | 2.7% | 2.93% | 276 | -6,633 | -4.56% | Q1 2026 | Apr 27, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 138,682 | 7,846 | 3.81% | 3.95% | 277 | -780 | -0.56% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 138,516 | 7,837 | 0.21% | 0.25% | 278 | +3,431 | 2.54% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 138,447 | 7,833 | 0.48% | 0.51% | 279 | -3,635,627 | -96.33% | Q1 2026 | May 12, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 137,494 | 7,779 | 0.86% | 0.83% | 280 | +3,203 | 2.39% | Q1 2026 | Apr 29, 2026 |
| Trilogy Capital Inc. | History | Added to | 137,135 | 7,759 | 0.34% | 0.32% | 281 | +12,794 | 10.29% | Q1 2026 | Apr 21, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 132,057 | 7,471 | 0.81% | 1.3% | 282 | -73,494 | -35.75% | Q1 2026 | Apr 24, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 131,355 | 7,432 | 3.92% | 5.14% | 283 | -31,940 | -19.56% | Q1 2026 | Apr 23, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 130,783 | 7,399 | 2.47% | 2.68% | 284 | -12,680 | -8.84% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 130,427 | 7,379 | 0.16% | 0.15% | 285 | +6,430 | 5.19% | Q1 2026 | May 01, 2026 |
| Modera Wealth Management, LLC | History | Added to | 128,677 | 7,280 | 0.09% | 0.08% | 286 | +6,563 | 5.37% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 128,610 | 7,276 | 0.04% | 0.03% | 287 | +25,531 | 24.77% | Q1 2026 | May 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 127,793 | 7,230 | 5.95% | 5.98% | 288 | -950 | -0.74% | Q1 2026 | Apr 28, 2026 |
| City Center Advisors, LLC | History | Added to | 122,249 | 6,916 | 6.39% | 6.34% | 289 | +898 | 0.74% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 121,597 | 6,879 | 0.07% | 0.08% | 290 | +4,126 | 3.51% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Added to | 120,396 | 6,812 | 0.23% | 0.23% | 291 | +590 | 0.49% | Q1 2026 | Apr 22, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 118,768 | 6,719 | 0.91% | 0.88% | 292 | -3,414 | -2.79% | Q1 2026 | Apr 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 118,132 | 6,683 | 0.56% | 3.04% | 293 | -573,378 | -82.92% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 117,318 | 6,637 | 0.12% | 0.15% | 294 | -24,697 | -17.39% | Q1 2026 | Apr 17, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 117,067 | 6,623 | 2.91% | 2.92% | 295 | -281 | -0.24% | Q1 2026 | Apr 29, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 116,324 | 6,581 | 4.12% | 4.74% | 296 | -18,881 | -13.96% | Q1 2026 | Apr 15, 2026 |
| Vision Capital Management, Inc. | History | Added to | 112,049 | 6,339 | 0.8% | 0.75% | 297 | +3,209 | 2.95% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 112,015 | 6,337 | 0.08% | 0.08% | 298 | +2,902 | 2.66% | Q1 2026 | May 11, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 111,178 | 6,290 | 2.22% | 2.37% | 299 | -711 | -0.64% | Q1 2026 | May 11, 2026 |
| Occidental Asset Management, LLC | History | Added to | 110,878 | 6,273 | 0.74% | 0.74% | 300 | +2,847 | 2.64% | Q1 2026 | Apr 15, 2026 |