SPDR SERIES TRUST - SPYX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Windmill Hill Asset Management Ltd | History | Reduced | 4,032,340 | 213,834 | 66.68% | 83.48% | 1 | -2,309,535 | -36.42% | Q1 2026 | May 06, 2026 |
| Choate Investment Advisors | History | Reduced | 2,377,793 | 126,094 | 2.47% | 2.63% | 2 | -3,667 | -0.15% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 1,971,282 | 104,537 | 0.2% | 0.21% | 3 | +31,204 | 1.61% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,296,886 | 68,773 | 0.01% | 0.01% | 4 | -5,351 | -0.41% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,011,233 | 53,625 | 0.0% | 0.0% | 5 | +61,516 | 6.48% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 512,610 | 27,183 | 0.02% | 0.02% | 6 | -9,604 | -1.84% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 485,750 | 25,759 | 0.01% | 0.01% | 7 | +3,755 | 0.78% | Q1 2026 | May 06, 2026 |
| Gemmer Asset Management LLC | History | Added to | 453,587 | 24,053 | 1.9% | 1.92% | 8 | +10,140 | 2.29% | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Added to | 436,290 | 23,136 | 0.0% | 0.0% | 9 | +2,877 | 0.66% | Q1 2026 | May 15, 2026 |
| SPINNAKER TRUST | History | Added to | 432,061 | 22,912 | 1.27% | 1.29% | 10 | +4,211 | 0.98% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 398,330 | 21,123 | 0.11% | 0.15% | 11 | +4,960 | 1.26% | Q1 2026 | May 15, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 357,185 | 18,941 | 0.71% | 0.75% | 12 | +863 | 0.24% | Q1 2026 | May 12, 2026 |
| ALLIANZ SE | History | No change | 298,008 | 15,803 | 0.18% | 0.22% | 13 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 266,749 | 14,146 | 0.0% | 0.0% | 14 | +47,737 | 21.8% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 266,117 | 14,112 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 252,208 | 13,374 | 0.02% | 0.02% | 16 | +21,165 | 9.16% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 238,040 | 12,628 | 0.0% | 0.0% | 17 | +2,733 | 1.16% | Q1 2026 | May 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 182,436 | 9,674 | 1.68% | 1.79% | 18 | +3,055 | 1.7% | Q1 2026 | May 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 169,450 | 8,985 | 1.54% | 1.65% | 19 | -3,623 | -2.09% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 160,386 | 8,505 | 0.02% | 0.02% | 20 | -1,543 | -0.95% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 156,283 | 8,287 | 0.01% | 0.01% | 21 | -19,373 | -11.03% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 154,946 | 8,216 | 0.01% | 0.01% | 22 | +1,118 | 0.73% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 142,394 | 8,090 | 1.1% | 1.44% | 23 | +8,306 | 6.19% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 140,029 | 7,426 | 0.02% | 0.02% | 24 | -1,314 | -0.93% | Q1 2026 | Apr 30, 2026 |
| SEI INVESTMENTS CO | History | Added to | 123,132 | 6,529 | 0.01% | 0.01% | 25 | +1,260 | 1.03% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 107,244 | 5,687 | 0.0% | 0.0% | 26 | -5,944 | -5.25% | Q1 2026 | May 05, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 100,831 | 5,347 | 0.34% | 0.35% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 85,871 | 4,553 | 0.07% | 0.1% | 28 | +1,594 | 1.89% | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 85,514 | 4,534 | 1.74% | 1.79% | 29 | -183 | -0.21% | Q1 2026 | Apr 24, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Reduced | 84,413 | 4,476 | 1.01% | 0.84% | 30 | -2,090 | -2.42% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 77,048 | 4,085 | 0.0% | 0.0% | 31 | +1,154 | 1.52% | Q1 2026 | May 11, 2026 |
| XPONANCE LLC | History | Reduced | 74,154 | 3,932 | 0.03% | 0.05% | 32 | -38,710 | -34.3% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 70,599 | 3,743 | 0.06% | 0.06% | 33 | -5,095 | -6.73% | Q1 2026 | May 05, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 68,884 | 3,652 | 1.45% | 1.48% | 34 | -2,438 | -3.42% | Q1 2026 | Apr 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 65,877 | 3,493 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 61,469 | 3,259 | 0.79% | 0.83% | 36 | +655 | 1.08% | Q1 2026 | May 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 49,590 | 2,629 | 0.06% | — | 37 | +49,590 | New | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 49,206 | 2,609 | 0.0% | 0.0% | 38 | +649 | 1.34% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 46,400 | 2,460 | 0.03% | 0.03% | 39 | -473 | -1.01% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 45,440 | 2,409 | 0.0% | 0.0% | 40 | -661 | -1.43% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 45,111 | 2,392 | 0.0% | 0.0% | 41 | +7,547 | 20.09% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 43,825 | 2,324 | 0.01% | 0.01% | 42 | -400 | -0.9% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Reduced | 41,222 | 2,186 | 0.0% | 0.0% | 43 | -4,038 | -8.92% | Q1 2026 | May 12, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 3,224 | 2,096 | 0.73% | 0.64% | 44 | +404 | 14.33% | Q1 2026 | Apr 20, 2026 |
| Oxler Private Wealth LLC | History | Added to | 36,247 | 1,922 | 0.6% | 0.59% | 45 | +67 | 0.19% | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Added to | 35,189 | 1,866 | 0.09% | 0.1% | 46 | +204 | 0.58% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 34,693 | 1,839 | 0.0% | 0.0% | 47 | +239 | 0.69% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | No change | 34,150 | 1,811 | 0.06% | 0.08% | 48 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IMC-Chicago, LLC | History | New | 33,023 | 1,751 | 0.0% | — | 49 | +33,023 | New | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 32,953 | 1,747 | 0.0% | 0.0% | 50 | +3,793 | 13.01% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 32,941 | 1,746 | 0.0% | 0.0% | 51 | -2,067 | -5.9% | Q1 2026 | May 04, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 32,717 | 1,734 | 0.73% | 0.86% | 52 | -3,434 | -9.5% | Q1 2026 | Apr 20, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 32,575 | 1,727 | 0.31% | 0.39% | 53 | -5,759 | -15.02% | Q1 2026 | Apr 29, 2026 |
| Fortis Capital Management LLC | History | Added to | 31,734 | 1,682 | 0.17% | 0.24% | 54 | +83 | 0.26% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 31,313 | 1,660 | 0.02% | 0.02% | 55 | +1,939 | 6.6% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 30,927 | 1,640 | 0.01% | 0.01% | 56 | +605 | 2.0% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 30,200 | 1,601 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,572 | 1,515 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Added to | 28,379 | 1,504 | 0.35% | 0.28% | 59 | +6,822 | 31.65% | Q1 2026 | May 12, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 27,825 | 1,475 | 0.1% | 0.11% | 60 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 28,022 | 1,442 | 0.0% | 0.0% | 61 | +255 | 0.92% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 26,570 | 1,409 | 0.0% | 0.0% | 62 | +944 | 3.68% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 26,348 | 1,397 | 0.0% | — | 63 | +26,348 | New | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 25,461 | 1,350 | 0.16% | 0.17% | 64 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 24,810 | 1,315 | 0.03% | 0.04% | 65 | -660 | -2.59% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Reduced | 24,517 | 1,300 | 0.06% | 0.07% | 66 | -313 | -1.26% | Q1 2026 | Apr 27, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 24,183 | 1,282 | 0.29% | 0.3% | 67 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,199 | 1,250 | 0.0% | 0.0% | 68 | +6,175 | 34.26% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,484 | 1,192 | 0.0% | 0.0% | 69 | +1,532 | 7.31% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 22,369 | 1,186 | 0.0% | 0.0% | 70 | -4,425 | -16.51% | Q1 2026 | May 04, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 21,492 | 1,139 | 0.02% | 0.02% | 71 | -72 | -0.33% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 21,475 | 1,138 | 0.06% | 0.08% | 72 | -2,137 | -9.05% | Q1 2026 | Apr 24, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 21,265 | 1,128 | 0.11% | 0.12% | 73 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 21,222 | 1,125 | 0.22% | 0.27% | 74 | -2,171 | -9.28% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,132 | 1,120 | 0.04% | 0.05% | 75 | +1,864 | 9.67% | Q1 2026 | May 19, 2026 |
| eCIO, Inc. | History | Added to | 20,795 | 1,102 | 0.48% | 0.54% | 76 | +209 | 1.02% | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 20,450 | 1,084 | 0.0% | 0.0% | 77 | +7,505 | 57.98% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 20,283 | 1,075 | 0.03% | 0.04% | 78 | -276 | -1.34% | Q1 2026 | Apr 09, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 17,599 | 1,069 | 0.06% | 0.07% | 80 | -2,095 | -10.64% | Q1 2026 | May 14, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 20,159 | 1,069 | 0.03% | 0.04% | 79 | +100 | 0.5% | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 19,713 | 1,045 | 0.15% | 0.15% | 81 | -42 | -0.21% | Q1 2026 | Apr 13, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 19,530 | 1,035 | 0.16% | 0.18% | 82 | -220 | -1.11% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 19,156 | 1,015 | 0.0% | 0.0% | 83 | -2,169 | -10.17% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,750 | 994 | 0.0% | 0.0% | 84 | -26,474 | -58.54% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 18,513 | 981 | 0.04% | — | 85 | +18,513 | New | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 18,481 | 980 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, LLC | History | No change | 18,311 | 971 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 18,068 | 958 | 1.0% | 1.01% | 88 | +446 | 2.53% | Q1 2026 | May 12, 2026 |
| AlTi Global, Inc. | History | Reduced | 17,992 | 954 | 0.02% | 0.03% | 89 | -6,504 | -26.55% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 16,999 | 901 | 0.03% | 0.03% | 90 | +26 | 0.15% | Q1 2026 | Apr 14, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 16,278 | 863 | 0.08% | 0.09% | 91 | +40 | 0.25% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 16,173 | 857 | 0.0% | 0.0% | 92 | +12,488 | 338.89% | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 16,127 | 855 | 0.0% | 0.0% | 93 | -274 | -1.67% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,927 | 844 | 0.0% | 0.0% | 94 | -2,514 | -13.63% | Q1 2026 | Apr 27, 2026 |
| Trevian Wealth Management LLC | History | No change | 15,686 | 831 | 0.41% | 0.42% | 95 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Farrow Financial, Inc. | History | No change | 15,354 | 814 | 0.46% | 0.5% | 96 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Reduced | 15,310 | 811 | 0.0% | 0.0% | 97 | -20 | -0.13% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,950 | 800 | 0.0% | 0.0% | 98 | -4,204 | -21.95% | Q1 2026 | Apr 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 13,614 | 721 | 0.01% | 0.01% | 99 | +29 | 0.21% | Q1 2026 | May 12, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 13,083 | 693 | 0.05% | 0.05% | 100 | +741 | 6.0% | Q1 2026 | May 12, 2026 |
| Constant Guidance Financial LLC | History | New | 12,835 | 680 | 0.47% | — | 101 | +12,835 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 12,711 | 674 | 0.02% | 0.03% | 102 | -2,499 | -16.43% | Q1 2026 | May 13, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Reduced | 12,504 | 663 | 0.06% | 0.07% | 103 | -519 | -3.99% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Added to | 12,162 | 644 | 0.0% | 0.0% | 104 | +3,197 | 35.66% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 11,251 | 632 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Values Added Financial LLC | History | No change | 11,537 | 611 | 0.26% | 0.27% | 106 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Enclave Advisors LLC | History | No change | 11,327 | 600 | 0.08% | 0.09% | 107 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Facet Wealth, Inc. | History | Reduced | 10,993 | 582 | 0.01% | 0.01% | 108 | -2,222 | -16.81% | Q1 2026 | May 07, 2026 |
| William Mack & Associates, Inc. | History | Added to | 10,838 | 574 | 0.33% | 0.28% | 109 | +204 | 1.92% | Q1 2026 | Apr 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 10,605 | 562 | 0.0% | 0.0% | 111 | -853 | -7.44% | Q1 2026 | May 14, 2026 |
| BURNS J W & CO INC/NY | History | No change | 10,600 | 562 | 0.06% | 0.07% | 110 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Reduced | 10,317 | 547 | 0.0% | 0.0% | 112 | -5,730 | -35.71% | Q1 2026 | May 14, 2026 |
| Human Investing LLC | History | No change | 10,329 | 547 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fiduciary Group, LLC | History | No change | 9,972 | 528 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,552 | 506 | 0.0% | 0.0% | 115 | +997 | 11.65% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 8,654 | 503 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 9,324 | 494 | 0.0% | 0.0% | 117 | +674 | 7.79% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 9,325 | 494 | 0.11% | 0.12% | 118 | -60 | -0.64% | Q1 2026 | Apr 09, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 9,280 | 492 | 0.02% | 0.02% | 119 | +12 | 0.13% | Q1 2026 | May 05, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 8,925 | 473 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,867 | 470 | 0.0% | 0.0% | 121 | +1,230 | 16.11% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 8,680 | 460 | 0.05% | 0.05% | 122 | +61 | 0.71% | Q1 2026 | Apr 28, 2026 |
| Sovran Advisors, LLC | History | No change | 7,690 | 451 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 8,490 | 450 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,461 | 448 | 0.0% | 0.01% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Reduced | 8,232 | 436 | 0.01% | 0.01% | 126 | -400 | -4.63% | Q1 2026 | May 11, 2026 |
| Sankala Group LLC | History | Added to | 8,314 | 433 | 0.35% | 0.32% | 127 | +1,278 | 18.16% | Q1 2026 | Mar 31, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 8,079 | 428 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 7,275 | 425 | 0.06% | 0.06% | 129 | -231 | -3.08% | Q1 2026 | Apr 28, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 8,000 | 424 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | No change | 7,932 | 420 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 7,909 | 419 | 0.0% | 0.0% | 132 | -500 | -5.95% | Q1 2026 | May 15, 2026 |
| Trademark Financial Management, LLC | History | No change | 7,785 | 412 | 0.2% | 0.24% | 133 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,240 | 406 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 7,615 | 403 | 0.35% | 0.4% | 135 | -527 | -6.47% | Q1 2026 | Apr 23, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 7,597 | 402 | 0.21% | 0.25% | 136 | +161 | 2.17% | Q1 2026 | May 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 7,440 | 394 | 0.11% | 0.17% | 137 | -2,921 | -28.19% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,390 | 391 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 7,353 | 389 | 0.11% | 0.13% | 139 | +18 | 0.25% | Q1 2026 | Apr 30, 2026 |
| NorthRock Partners, LLC | History | Added to | 7,222 | 382 | 0.01% | 0.01% | 140 | +68 | 0.95% | Q1 2026 | May 15, 2026 |
| Financial Insights, Inc. | History | No change | 7,168 | 380 | 0.12% | 0.13% | 141 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 6,980 | 370 | 0.0% | 0.0% | 142 | +1,504 | 27.47% | Q1 2026 | Apr 24, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 6,909 | 366 | 0.15% | 0.16% | 143 | -82 | -1.17% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,747 | 357 | 0.01% | 0.01% | 144 | -228 | -3.27% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | New | 6,667 | 353 | 0.0% | — | 145 | +6,667 | New | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | Reduced | 6,396 | 339 | 0.01% | 0.01% | 146 | -1,563 | -19.64% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 6,017 | 338 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | No change | 6,259 | 331 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MRA Advisory Group | History | No change | 6,227 | 330 | 0.13% | 0.15% | 149 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,929 | 314 | 0.0% | — | 150 | +5,929 | New | Q1 2026 | May 01, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 5,900 | 312 | 0.0% | — | 154 | +5,900 | New | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,891 | 312 | 0.01% | 0.01% | 152 | +348 | 6.28% | Q1 2026 | Apr 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 5,890 | 312 | 0.02% | 0.02% | 153 | +190 | 3.33% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,900 | 312 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ironwood Financial, llc | History | Added to | 5,861 | 310 | 0.05% | 0.06% | 155 | +1 | 0.02% | Q1 2026 | Apr 16, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 5,777 | 306 | 0.11% | 0.11% | 156 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Evanson Asset Management, LLC | History | No change | 5,648 | 299 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,554 | 294 | 0.01% | 0.01% | 158 | +244 | 4.6% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | No change | 5,467 | 289 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,349 | 283 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,270 | 279 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,185 | 275 | 0.01% | — | 163 | +5,185 | New | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,186 | 275 | 0.01% | 0.01% | 162 | +8 | 0.15% | Q1 2026 | May 14, 2026 |
| South Shore Capital Advisors | History | Reduced | 4,918 | 260 | 0.19% | 0.21% | 164 | -152 | -3.0% | Q1 2026 | Apr 28, 2026 |
| Tortoise Investment Management, LLC | History | No change | 4,835 | 256 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,761 | 252 | 0.0% | — | 166 | +4,761 | New | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 4,710 | 251 | 0.05% | 0.08% | 168 | +53 | 1.14% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | No change | 4,734 | 251 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 4,471 | 250 | 0.0% | 0.0% | 169 | +362 | 8.81% | Q1 2026 | May 15, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 4,727 | 250 | 0.12% | 0.13% | 170 | +103 | 2.23% | Q1 2026 | Apr 24, 2026 |
| Rockingstone Advisors LLC | History | No change | 4,725 | 250 | 0.11% | 0.12% | 171 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| UMB Bank, n.a. | History | No change | 4,680 | 248 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,003 | 247 | 0.01% | 0.0% | 175 | -4,634 | -53.65% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 4,647 | 247 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | No change | 4,674 | 247 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,530 | 240 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 4,540 | 240 | 0.04% | 0.05% | 177 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,500 | 238 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Reduced | 4,455 | 236 | 0.0% | 0.0% | 179 | -798 | -15.19% | Q1 2026 | May 04, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 4,450 | 235 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Seneca Financial Advisors LLC | History | New | 4,415 | 234 | 0.07% | — | 181 | +4,415 | New | Q1 2026 | Apr 22, 2026 |
| Dakota Wealth Management | History | No change | 4,336 | 229 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 4,267 | 226 | 0.03% | 0.03% | 184 | -128 | -2.91% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 4,273 | 226 | 0.0% | 0.0% | 183 | -39 | -0.9% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 4,178 | 221 | 0.0% | 0.0% | 185 | -222 | -5.05% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 4,146 | 219 | 0.01% | 0.01% | 186 | -4,294 | -50.88% | Q1 2026 | May 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 4,077 | 216 | 0.0% | — | 187 | +4,077 | New | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,054 | 214 | 0.0% | — | 188 | +4,054 | New | Q1 2026 | May 12, 2026 |
| Members Trust Co | History | No change | 3,930 | 208 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Added to | 3,912 | 207 | 0.0% | 0.0% | 190 | +7 | 0.18% | Q1 2026 | May 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 3,828 | 202 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | No change | 3,411 | 180 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pacific Center for Financial Services | History | Reduced | 3,327 | 176 | 0.04% | 0.07% | 193 | -1,875 | -36.04% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | No change | 3,064 | 162 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | Reduced | 3,053 | 161 | 0.02% | 0.04% | 195 | -2,438 | -44.4% | Q1 2026 | Apr 23, 2026 |
| Monetary Solutions, Ltd | History | Added to | 2,825 | 149 | 0.14% | 0.16% | 196 | +6 | 0.21% | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | Added to | 2,709 | 143 | 0.04% | 0.04% | 197 | +3 | 0.11% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 2,652 | 140 | 0.0% | 0.0% | 198 | +451 | 20.49% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 2,551 | 135 | 0.0% | 0.0% | 199 | +1 | 0.04% | Q1 2026 | May 11, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,544 | 134 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,408 | 127 | 0.0% | 0.0% | 201 | +1,280 | 113.48% | Q1 2026 | May 08, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,220 | 124 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | No change | 2,012 | 106 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,982 | 105 | 0.02% | 0.01% | 204 | +805 | 68.39% | Q1 2026 | Apr 22, 2026 |
| GW&K Investment Management, LLC | History | New | 1,940 | 103 | 0.0% | — | 205 | +1,940 | New | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,920 | 101 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PROFFITT & GOODSON INC | History | No change | 1,816 | 96 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | No change | 1,809 | 96 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kennebec Savings Bank | History | Reduced | 1,794 | 95 | 0.09% | 0.09% | 209 | -9 | -0.5% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,755 | 93 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,645 | 87 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 1,382 | 73 | 0.01% | 0.01% | 212 | +361 | 35.36% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,280 | 68 | 0.0% | 0.0% | 213 | +6 | 0.47% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,236 | 65 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | No change | 1,200 | 63 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,160 | 61 | 0.0% | 0.0% | 216 | +56 | 5.07% | Q1 2026 | Apr 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,077 | 57 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,054 | 55 | 0.0% | 0.0% | 218 | +103 | 10.83% | Q1 2026 | May 07, 2026 |
| Investors Research Corp | History | No change | 1,051 | 55 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Napier Financial, LLC | History | New | 1,000 | 53 | 0.01% | — | 220 | +1,000 | New | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 984 | 52 | 0.0% | — | 221 | +984 | New | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 887 | 47 | 0.02% | 0.01% | 222 | +322 | 56.99% | Q1 2026 | Apr 07, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 834 | 44 | 0.02% | 0.02% | 223 | +22 | 2.71% | Q1 2026 | May 12, 2026 |
| Asset Dedication, LLC | History | No change | 780 | 43 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Added to | 683 | 36 | 0.0% | 0.0% | 225 | +2 | 0.29% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 690 | 35 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 535 | 28 | 0.02% | 0.02% | 228 | +1 | 0.19% | Q1 2026 | Apr 22, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 540 | 28 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 493 | 26 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 453 | 23 | 0.0% | 0.0% | 230 | -1,133 | -71.44% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 389 | 20 | 0.0% | 0.0% | 231 | +89 | 29.67% | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | Added to | 388 | 20 | 0.0% | 0.0% | 232 | +1 | 0.26% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 356 | 18 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TFC Financial Management, Inc. | History | Added to | 310 | 16 | 0.0% | 0.0% | 234 | +1 | 0.32% | Q1 2026 | Apr 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 300 | 15 | 0.0% | 0.0% | 235 | -660 | -68.75% | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 300 | 15 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 224 | 11 | 0.0% | — | 238 | +224 | New | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 219 | 11 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 202 | 10 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 161 | 8 | 0.0% | 0.0% | 240 | -600 | -78.84% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 151 | 8 | 0.0% | — | 241 | +151 | New | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 136 | 7 | 0.0% | — | 244 | +136 | New | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 147 | 7 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Orion Capital Management LLC | History | No change | 143 | 7 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 119 | 6 | 0.0% | — | 245 | +119 | New | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 101 | 5 | 0.0% | 0.0% | 246 | -1 | -0.98% | Q1 2026 | May 06, 2026 |
| Grove Bank & Trust | History | No change | 100 | 5 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 81 | 4 | 0.0% | — | 248 | +81 | New | Q1 2026 | May 07, 2026 |
| WealthShield Partners, LLC | History | New | 57 | 3 | 0.0% | — | 249 | +57 | New | Q1 2026 | May 01, 2026 |
| North Star Investment Management Corp. | History | Added to | 35 | 1 | 0.0% | 0.0% | 250 | +1 | 2.94% | Q1 2026 | Apr 23, 2026 |
| Rathbones Group PLC | History | Closed out | 0 | 0 | — | 0.07% | — | -336,612 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -50,913 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,802 | -100.0% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,651 | -100.0% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -6,186 | -100.0% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,651 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NerdWallet Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.25% | — | -4,099 | -100.0% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,802 | -100.0% | Q1 2026 | May 05, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,510 | -100.0% | Q1 2026 | May 08, 2026 |
| Cordgrass Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -999 | -100.0% | Q1 2026 | May 07, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -555 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -317 | -100.0% | Q1 2026 | Apr 28, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q1 2026 | May 15, 2026 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 01, 2026 |
| WPG Advisers, LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -12 | -41.38% | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |