SSGA Active Trust - SRLN
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.
Showing first 300 of
568 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arizona PSPRS Trust | History | Added to | 8,456,071 | 339,426 | 12.49% | 12.7% | 1 | +98,724 | 1.18% | Q1 2026 | Apr 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,575,935 | 304,098 | 0.02% | 0.03% | 2 | -3,069,291 | -28.83% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 6,892,082 | 276,648 | 0.02% | 0.03% | 3 | -4,272,635 | -38.27% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 5,941,320 | 238,484 | 0.8% | 0.82% | 4 | -348,666 | -5.54% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 4,493,681 | 180,376 | 0.34% | 0.22% | 5 | +1,454,804 | 47.87% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 3,653,808 | 146,663 | 0.01% | 0.0% | 6 | +246,283 | 7.23% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,469,713 | 139,274 | 0.04% | 0.04% | 7 | -367,344 | -9.57% | Q1 2026 | May 06, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | Added to | 3,018,987 | 121,182 | 9.7% | 5.72% | 8 | +1,561,893 | 107.19% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,765,029 | 110,988 | 0.01% | 0.03% | 9 | -3,450,720 | -55.52% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 2,612,224 | 104,854 | 0.02% | 0.02% | 10 | -450,860 | -14.72% | Q1 2026 | May 05, 2026 |
| Advisory Alpha, LLC | History | Added to | 2,327,959 | 93,444 | 2.55% | 2.03% | 11 | +524,826 | 29.11% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,251,471 | 90,375 | 0.02% | 0.01% | 12 | +51,796 | 2.35% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,196,794 | 88,179 | 0.02% | 0.02% | 13 | +38,682 | 1.79% | Q1 2026 | May 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,748,050 | 70,166 | 0.01% | 0.01% | 14 | +886,300 | 102.85% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 1,604,350 | 64,398 | 0.06% | 0.03% | 15 | +497,799 | 44.99% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 1,509,154 | 60,577 | 0.0% | 0.0% | 16 | +765,000 | 102.8% | Q1 2026 | May 13, 2026 |
| Symetra Investment Management Co | History | No change | 1,495,085 | 60,013 | 5.2% | 10.86% | 17 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 1,274,900 | 51,174 | 2.96% | 1.33% | 18 | +589,018 | 85.88% | Q1 2026 | Apr 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,012,277 | 41,078 | 0.73% | 0.03% | 19 | +997,394 | 6701.57% | Q1 2026 | May 01, 2026 |
| Aristotle Pacific Capital, LLC | History | Reduced | 997,066 | 40,022 | 32.54% | 25.68% | 20 | -520,000 | -34.28% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 938,906 | 37,687 | 0.01% | 0.01% | 21 | +106,671 | 12.82% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 911,349 | 36,581 | 0.01% | 0.01% | 22 | -144,320 | -13.67% | Q1 2026 | May 14, 2026 |
| CNO Financial Group, Inc. | History | No change | 862,000 | 34,600 | 19.84% | 20.16% | 23 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 767,782 | 30,818 | 1.63% | 1.63% | 24 | -1,038 | -0.14% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 751,651 | 30,171 | 0.03% | 0.04% | 25 | -45,384 | -5.69% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 661,937 | 26,570 | 0.05% | 0.05% | 26 | +44,373 | 7.19% | Q1 2026 | May 01, 2026 |
| CONNING INC. | History | No change | 641,275 | 25,740 | 0.86% | 0.89% | 27 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 605,533 | 24,306 | 0.08% | 0.08% | 28 | -2,335 | -0.38% | Q1 2026 | May 14, 2026 |
| Blackstone Inc. | History | No change | 555,591 | 22,301 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 535,650 | 21,500 | 0.03% | 0.04% | 30 | -65,000 | -10.82% | Q1 2026 | May 11, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 526,704 | 21,142 | 7.84% | 6.11% | 31 | +154,800 | 41.62% | Q1 2026 | Apr 15, 2026 |
| Bramshill Investments, LLC | History | Added to | 524,778 | 21,064 | 1.81% | 0.47% | 32 | +324,778 | 162.39% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 508,469 | 20,409 | 0.01% | 0.02% | 33 | -28,382 | -5.29% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 507,278 | 20,362 | 0.02% | 0.01% | 34 | +195,933 | 62.93% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 505,589 | 20,294 | 0.0% | 0.0% | 35 | +52,317 | 11.54% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 434,594 | 17,444 | 0.02% | 0.02% | 36 | -130,886 | -23.15% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 381,592 | 15,317 | 0.04% | 0.03% | 37 | +66,288 | 21.02% | Q1 2026 | Apr 22, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 379,118 | 15,217 | 3.35% | 2.08% | 38 | +155,486 | 69.53% | Q1 2026 | Apr 14, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 374,591 | 15,036 | 0.28% | 0.32% | 39 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 374,008 | 15,012 | 0.04% | 0.04% | 40 | +2,233 | 0.6% | Q1 2026 | May 14, 2026 |
| Amundi | History | New | 367,394 | 14,747 | 0.0% | — | 41 | +367,394 | New | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 363,511 | 14,591 | 0.11% | 0.11% | 42 | -6,885 | -1.86% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 363,433 | 14,588 | 0.08% | 0.04% | 43 | +58,878 | 19.33% | Q1 2026 | Apr 29, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 359,832 | 14,443 | 3.62% | 3.17% | 44 | +72,210 | 25.11% | Q1 2026 | Apr 16, 2026 |
| Secure Asset Management, LLC | History | Added to | 356,099 | 14,293 | 2.26% | 2.03% | 45 | +41,171 | 13.07% | Q1 2026 | Apr 09, 2026 |
| Ninety One UK Ltd | History | Reduced | 353,185 | 14,176 | 0.03% | 0.04% | 46 | -146,406 | -29.31% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 340,729 | 13,677 | 0.04% | 0.04% | 47 | -41,865 | -10.94% | Q1 2026 | Apr 30, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 339,968 | 13,646 | 0.53% | 0.7% | 48 | -114,190 | -25.14% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 337,729 | 13,556 | 0.02% | 0.02% | 49 | +80,835 | 31.47% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 325,860 | 13,083 | 0.02% | 0.03% | 50 | -113,979 | -25.91% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Reduced | 316,100 | 12,688 | 0.04% | 0.13% | 51 | -496,705 | -61.11% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 314,379 | 12,619 | 0.03% | 0.03% | 52 | +8,799 | 2.88% | Q1 2026 | May 06, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 278,052 | 11,161 | 0.21% | 0.25% | 53 | -57,922 | -17.24% | Q1 2026 | Apr 10, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 276,883 | 11,114 | 1.21% | 1.3% | 54 | -5,260 | -1.86% | Q1 2026 | Apr 24, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 275,617 | 11,063 | 4.89% | 4.15% | 55 | +54,601 | 24.7% | Q1 2026 | Apr 15, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 266,815 | 10,709 | 1.59% | 1.85% | 56 | -20,268 | -7.06% | Q1 2026 | Apr 30, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 264,486 | 10,616 | 0.79% | 0.74% | 57 | +12,980 | 5.16% | Q1 2026 | Apr 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 259,333 | 10,409 | 0.13% | 0.13% | 58 | +4,997 | 1.96% | Q1 2026 | Apr 20, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 259,880 | 10,408 | 0.63% | 0.59% | 59 | +23,946 | 10.15% | Q1 2026 | Apr 07, 2026 |
| MRA Advisory Group | History | Added to | 252,778 | 10,146 | 4.14% | 4.15% | 60 | +13,297 | 5.55% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 246,104 | 9,878 | 0.01% | 0.01% | 61 | -8,896 | -3.49% | Q1 2026 | Apr 27, 2026 |
| Hilltop Partners LLC | History | Added to | 232,547 | 9,334 | 2.4% | 2.33% | 62 | +13,691 | 6.26% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 228,877 | 9,187 | 0.07% | 0.11% | 63 | +10,944 | 5.02% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 224,587 | 9,014 | 0.0% | 0.0% | 64 | +98,945 | 78.75% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 221,762 | 8,901 | 0.2% | 0.21% | 65 | -2,558 | -1.14% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 213,463 | 8,568 | 0.01% | 0.01% | 66 | -105,439 | -33.06% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 205,080 | 8,231 | 0.06% | 0.07% | 67 | -8,605 | -4.03% | Q1 2026 | Apr 15, 2026 |
| ZEGA Investments, LLC | History | Reduced | 200,083 | 8,031 | 0.9% | 1.25% | 68 | -57,233 | -22.24% | Q1 2026 | May 08, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 194,232 | 7,796 | 0.26% | 0.25% | 69 | +15,508 | 8.68% | Q1 2026 | May 13, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 191,140 | 7,672 | 0.65% | 0.29% | 70 | +113,824 | 147.22% | Q1 2026 | Apr 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 181,612 | 7,495 | 0.56% | 0.56% | 71 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Summit Global Investments | History | Added to | 185,262 | 7,436 | 0.44% | 0.38% | 72 | +29,140 | 18.66% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 177,048 | 7,106 | 0.04% | 0.05% | 73 | -35,210 | -16.59% | Q1 2026 | May 05, 2026 |
| Canal Capital Management, LLC | History | Reduced | 175,691 | 7,052 | 0.95% | 1.07% | 74 | -7,607 | -4.15% | Q1 2026 | Apr 27, 2026 |
| O'Connor Financial Group LLC | History | Added to | 174,552 | 7,006 | 2.87% | 2.85% | 75 | +1,395 | 0.81% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 173,737 | 6,973 | 0.09% | 0.09% | 76 | +27,669 | 18.94% | Q1 2026 | May 15, 2026 |
| Palogic Value Management, L.P. | History | Reduced | 166,381 | 6,675 | 2.82% | 2.87% | 77 | -364 | -0.22% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 163,006 | 6,543 | 0.24% | 0.05% | 78 | +135,159 | 485.36% | Q1 2026 | May 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 159,654 | 6,408 | 0.0% | 0.0% | 79 | +142,643 | 838.53% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 156,868 | 6,296 | 0.15% | 0.17% | 80 | -17,233 | -9.9% | Q1 2026 | May 15, 2026 |
| Cynosure Group, LLC | History | Added to | 156,785 | 6,293 | 0.79% | 0.45% | 81 | +49,627 | 46.31% | Q1 2026 | May 13, 2026 |
| Live Oak Investment Partners | History | Reduced | 153,425 | 6,158 | 3.63% | 3.91% | 82 | -658 | -0.43% | Q1 2026 | Apr 29, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 150,481 | 6,040 | 4.68% | 5.37% | 83 | -8,997 | -5.64% | Q1 2026 | Apr 07, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 150,006 | 6,021 | 3.13% | 3.17% | 84 | -11,141 | -6.91% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 145,248 | 5,830 | 0.17% | 0.21% | 85 | -25,300 | -14.83% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 141,265 | 5,670 | 0.07% | 0.07% | 86 | +28,146 | 24.88% | Q1 2026 | Apr 23, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 140,046 | 5,621 | 0.91% | 0.97% | 87 | -4,118 | -2.86% | Q1 2026 | Apr 22, 2026 |
| Plan Group Financial, LLC | History | Added to | 138,766 | 5,570 | 1.31% | 1.42% | 88 | +5,862 | 4.41% | Q1 2026 | Apr 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 137,149 | 5,505 | 0.01% | 0.01% | 89 | +12,364 | 9.91% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Added to | 133,859 | 5,373 | 1.21% | 1.17% | 90 | +6,741 | 5.3% | Q1 2026 | Apr 22, 2026 |
| Windsor Capital Management, LLC | History | Added to | 129,801 | 5,210 | 1.47% | 1.43% | 91 | +4,341 | 3.46% | Q1 2026 | Apr 10, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 128,343 | 5,151 | 0.21% | 0.51% | 92 | -200,913 | -61.02% | Q1 2026 | May 04, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Added to | 127,637 | 5,123 | 3.05% | 2.5% | 93 | +34,760 | 37.43% | Q1 2026 | May 15, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 126,978 | 5,096 | 1.1% | 1.1% | 94 | -571 | -0.45% | Q1 2026 | May 08, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 125,578 | 5,040 | 2.72% | 2.35% | 95 | +22,599 | 21.95% | Q1 2026 | May 12, 2026 |
| NewSquare Capital LLC | History | Reduced | 125,078 | 5,020 | 0.44% | 0.47% | 96 | -3,921 | -3.04% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 122,251 | 4,907 | 0.03% | 0.03% | 97 | +11,362 | 10.25% | Q1 2026 | May 08, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 119,235 | 4,786 | 1.31% | 1.29% | 98 | +10,865 | 10.03% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 116,707 | 4,684 | 0.03% | 0.04% | 99 | +3,126 | 2.75% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 113,212 | 4,672 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 113,743 | 4,565 | 0.01% | 0.01% | 101 | +9,782 | 9.41% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 112,792 | 4,527 | 0.0% | 0.0% | 102 | -12,025 | -9.63% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 109,060 | 4,494 | 0.03% | 0.04% | 103 | -38,658 | -26.17% | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | Added to | 110,967 | 4,454 | 0.65% | 0.53% | 104 | +25,783 | 30.27% | Q1 2026 | Apr 21, 2026 |
| Petix & Botte Co | History | Reduced | 107,256 | 4,305 | 0.96% | 1.06% | 105 | -5,634 | -4.99% | Q1 2026 | Apr 30, 2026 |
| Strategic Blueprint, LLC | History | Added to | 105,463 | 4,233 | 0.25% | 0.2% | 106 | +23,221 | 28.23% | Q1 2026 | Apr 29, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 98,588 | 3,957 | 0.03% | 0.04% | 107 | -68,712 | -41.07% | Q1 2026 | May 07, 2026 |
| Alteri Wealth LLC | History | Added to | 97,754 | 3,923 | 1.27% | 1.23% | 108 | +5,432 | 5.88% | Q1 2026 | May 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 97,721 | 3,922 | 0.56% | 0.59% | 109 | -208 | -0.21% | Q1 2026 | May 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 97,416 | 3,910 | 0.22% | 0.1% | 110 | +53,680 | 122.74% | Q1 2026 | Apr 23, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 96,382 | 3,868 | 0.7% | 0.41% | 111 | -1,537 | -1.57% | Q1 2026 | Apr 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 95,836 | 3,847 | 0.03% | 0.03% | 112 | +6,512 | 7.29% | Q1 2026 | Apr 07, 2026 |
| S. R. Schill & Associates | History | Added to | 93,954 | 3,771 | 2.55% | 2.52% | 113 | +7,338 | 8.47% | Q1 2026 | May 01, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 90,458 | 3,630 | 0.08% | 0.08% | 114 | +6,864 | 8.21% | Q1 2026 | May 12, 2026 |
| Hofer & Associates. Inc | History | Added to | 89,976 | 3,611 | 1.94% | 1.93% | 115 | +1,775 | 2.01% | Q1 2026 | Apr 21, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 88,043 | 3,534 | 3.02% | 2.26% | 116 | +32,398 | 58.22% | Q1 2026 | Apr 27, 2026 |
| Nilsine Partners, LLC | History | Added to | 86,462 | 3,504 | 0.27% | 0.27% | 117 | +11,429 | 15.23% | Q1 2026 | Apr 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 86,063 | 3,454 | 0.05% | 0.06% | 118 | -7,816 | -8.33% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 85,916 | 3,448 | 0.02% | 0.01% | 119 | +377 | 0.44% | Q1 2026 | May 14, 2026 |
| EMG Holdings, L.P. | History | No change | 85,300 | 3,423 | 0.86% | 2.6% | 120 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Prospera Financial Services Inc | History | Reduced | 84,713 | 3,400 | 0.05% | 0.06% | 121 | -1,265 | -1.47% | Q1 2026 | Apr 14, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 83,996 | 3,371 | 1.16% | 1.18% | 122 | +1,619 | 1.97% | Q1 2026 | May 13, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 82,823 | 3,324 | 0.2% | 0.21% | 123 | -2,600 | -3.04% | Q1 2026 | May 04, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 81,542 | 3,254 | 2.22% | — | 124 | +81,542 | New | Q1 2026 | Apr 08, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 77,788 | 3,122 | 0.92% | 0.93% | 125 | +3,260 | 4.37% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 75,576 | 3,016 | 0.11% | 0.07% | 126 | +28,962 | 62.13% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 75,090 | 3,014 | 0.34% | 0.34% | 127 | +2,875 | 3.98% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 74,963 | 3,009 | 0.04% | 0.04% | 128 | +15,931 | 26.99% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | Added to | 72,124 | 2,895 | 0.22% | 0.25% | 129 | +35,227 | 95.47% | Q1 2026 | Apr 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 70,172 | 2,816 | 0.07% | 0.12% | 130 | +8,640 | 14.04% | Q1 2026 | Apr 27, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 68,212 | 2,738 | 0.57% | 0.54% | 131 | +8,715 | 14.65% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 67,802 | 2,721 | 2.32% | 2.48% | 132 | +5,254 | 8.4% | Q1 2026 | May 14, 2026 |
| National Philanthropic Trust | History | No change | 67,629 | 2,714 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 66,612 | 2,673 | 0.02% | 0.02% | 134 | +6,473 | 10.76% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 65,721 | 2,638 | 0.03% | 0.04% | 135 | +94 | 0.14% | Q1 2026 | May 15, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 64,805 | 2,601 | 1.42% | 1.27% | 136 | +8,510 | 15.12% | Q1 2026 | May 07, 2026 |
| STEPHENS INC /AR/ | History | Added to | 64,320 | 2,581 | 0.03% | 0.03% | 137 | +2,444 | 3.95% | Q1 2026 | Apr 28, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 64,182 | 2,576 | 0.14% | 0.12% | 138 | -4,007 | -5.88% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 63,783 | 2,560 | 0.01% | 0.01% | 139 | -13,346 | -17.3% | Q1 2026 | May 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 62,030 | 2,489 | 0.18% | 0.19% | 140 | -3,676 | -5.59% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 61,956 | 2,486 | 0.03% | 0.03% | 141 | +940 | 1.54% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 60,928 | 2,445 | 0.01% | 0.02% | 142 | +2,055 | 3.49% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 60,415 | 2,425 | 0.0% | 0.0% | 143 | +5,076 | 9.17% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 60,305 | 2,420 | 0.03% | 0.02% | 144 | +9,788 | 19.38% | Q1 2026 | Apr 28, 2026 |
| AXS Investments LLC | History | Added to | 60,287 | 2,419 | 0.98% | 0.54% | 145 | +22,176 | 58.19% | Q1 2026 | May 06, 2026 |
| Bain Capital Credit, LP | History | No change | 60,136 | 2,413 | 0.8% | 0.65% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 60,062 | 2,410 | 0.51% | 0.59% | 147 | -13,042 | -17.84% | Q1 2026 | Apr 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 59,474 | 2,387 | 0.13% | 0.12% | 148 | +2,418 | 4.24% | Q1 2026 | May 04, 2026 |
| L & S Advisors Inc | History | Reduced | 59,127 | 2,373 | 0.3% | 0.46% | 149 | -61,949 | -51.17% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 58,228 | 2,337 | 0.13% | 0.14% | 150 | -544 | -0.93% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 58,101 | 2,332 | 0.18% | 0.16% | 151 | +7,527 | 14.88% | Q1 2026 | Apr 14, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 57,855 | 2,322 | 1.59% | 1.97% | 152 | -13,120 | -18.49% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 56,903 | 2,271 | 0.0% | 0.0% | 153 | -4,388 | -7.16% | Q1 2026 | May 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 56,489 | 2,267 | 0.78% | 0.78% | 154 | +4,681 | 9.04% | Q1 2026 | Apr 28, 2026 |
| Friedenthal Financial | History | Added to | 56,043 | 2,249 | 1.13% | 1.09% | 155 | +4,487 | 8.7% | Q1 2026 | Apr 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 55,881 | 2,243 | 0.14% | 0.14% | 156 | +19 | 0.03% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | New | 54,802 | 2,220 | 0.03% | — | 157 | +54,802 | New | Q1 2026 | Apr 20, 2026 |
| Capital Investment Management, Inc. | History | Added to | 54,808 | 2,199 | 0.76% | 0.67% | 159 | +8,253 | 17.73% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 54,786 | 2,199 | 0.0% | 0.0% | 158 | -7,293 | -11.75% | Q1 2026 | May 05, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 54,415 | 2,184 | 0.82% | 0.84% | 160 | +775 | 1.44% | Q1 2026 | Apr 22, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 54,370 | 2,182 | 1.2% | 1.31% | 161 | +4,336 | 8.67% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 53,245 | 2,137 | 0.04% | 0.09% | 162 | -67,881 | -56.04% | Q1 2026 | Apr 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 51,412 | 2,054 | 0.14% | 0.14% | 163 | +868 | 1.72% | Q1 2026 | May 01, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 51,140 | 2,052 | 0.93% | 0.94% | 164 | -350 | -0.68% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 50,281 | 2,018 | 0.03% | 0.03% | 165 | +5,063 | 11.2% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 50,000 | 2,007 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 49,538 | 1,988 | 0.26% | 0.25% | 167 | +6,434 | 14.93% | Q1 2026 | Apr 17, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 49,030 | 1,968 | 0.49% | 0.48% | 168 | +476 | 0.98% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Reduced | 48,687 | 1,954 | 0.01% | 0.01% | 169 | -4,800 | -8.97% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 48,098 | 1,930 | 0.06% | 0.1% | 170 | -40,055 | -45.44% | Q1 2026 | May 18, 2026 |
| Private Advisor Group, LLC | History | Reduced | 47,809 | 1,919 | 0.01% | 0.01% | 171 | -1,376 | -2.8% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 47,635 | 1,912 | 0.02% | 0.02% | 172 | +10,770 | 29.21% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 47,611 | 1,911 | 0.0% | 0.0% | 173 | +5,963 | 14.32% | Q1 2026 | May 13, 2026 |
| NYL Investors LLC | History | Reduced | 47,600 | 1,910 | 0.72% | 1.83% | 174 | -82,718 | -63.47% | Q1 2026 | May 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 46,406 | 1,862 | 0.0% | 0.0% | 175 | -2,513 | -5.14% | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Reduced | 46,006 | 1,846 | 0.24% | 0.33% | 176 | -14,741 | -24.27% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 45,663 | 1,827 | 0.0% | 0.01% | 177 | -100,707 | -68.8% | Q1 2026 | Apr 08, 2026 |
| Gotham Asset Management, LLC | History | Added to | 44,880 | 1,801 | 0.01% | 0.0% | 178 | +36,698 | 448.52% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 44,627 | 1,791 | 0.0% | 0.0% | 179 | -5,558 | -11.08% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 44,173 | 1,773 | 0.21% | 0.39% | 180 | -23,778 | -34.99% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 43,798 | 1,758 | 0.01% | 0.01% | 181 | +3,902 | 9.78% | Q1 2026 | Apr 30, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 42,992 | 1,725 | 0.21% | 0.18% | 182 | +8,333 | 24.04% | Q1 2026 | Apr 23, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 42,312 | 1,698 | 0.06% | 0.17% | 183 | -69,494 | -62.16% | Q1 2026 | May 12, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 41,686 | 1,673 | 0.16% | 0.15% | 184 | +3,244 | 8.44% | Q1 2026 | Apr 17, 2026 |
| CENTRAL TRUST Co | History | Reduced | 41,647 | 1,671 | 0.03% | 0.04% | 185 | -11,756 | -22.01% | Q1 2026 | Apr 17, 2026 |
| Sigma Planning Corp | History | Reduced | 41,319 | 1,658 | 0.05% | 0.06% | 186 | -12,737 | -23.56% | Q1 2026 | May 04, 2026 |
| Investors Research Corp | History | Reduced | 41,198 | 1,653 | 0.32% | 0.31% | 187 | -255 | -0.62% | Q1 2026 | Apr 03, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 40,427 | 1,622 | 0.02% | 0.03% | 188 | -1,048 | -2.53% | Q1 2026 | Apr 17, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 40,373 | 1,620 | 0.06% | 0.05% | 189 | +2,031 | 5.3% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Reduced | 40,120 | 1,610 | 0.01% | 0.01% | 190 | -6,638 | -14.2% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 39,538 | 1,587 | 0.05% | 0.05% | 191 | +1,991 | 5.3% | Q1 2026 | Apr 22, 2026 |
| Great Waters Wealth Management | History | Reduced | 39,378 | 1,580 | 0.17% | 0.18% | 192 | -396 | -1.0% | Q1 2026 | Apr 17, 2026 |
| TradeWell Securities, LLC. | History | New | 38,996 | 1,564 | 0.66% | — | 193 | +38,996 | New | Q1 2026 | Apr 13, 2026 |
| Mariner, LLC | History | Added to | 37,770 | 1,516 | 0.0% | 0.0% | 194 | +3,389 | 9.86% | Q1 2026 | May 13, 2026 |
| North Forty Two & Co. | History | Reduced | 37,681 | 1,512 | 1.4% | 1.48% | 195 | -300 | -0.79% | Q1 2026 | Apr 21, 2026 |
| Sovran Advisors, LLC | History | Reduced | 37,227 | 1,511 | 0.12% | 0.13% | 196 | -649 | -1.71% | Q1 2026 | May 01, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 37,376 | 1,500 | 0.16% | 0.17% | 197 | -1,004 | -2.62% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 37,041 | 1,486 | 0.02% | 0.02% | 198 | +1,784 | 5.06% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Concepts, LLC | History | New | 37,015 | 1,485 | 0.37% | — | 199 | +37,015 | New | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 35,287 | 1,456 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 35,409 | 1,421 | 0.03% | 0.05% | 201 | -12,024 | -25.35% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 34,629 | 1,390 | 0.06% | 0.06% | 202 | +4,716 | 15.77% | Q1 2026 | May 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 34,610 | 1,389 | 0.04% | 0.02% | 203 | +637 | 1.88% | Q1 2026 | Apr 29, 2026 |
| AlTi Global, Inc. | History | No change | 34,563 | 1,387 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| City Center Advisors, LLC | History | Added to | 34,109 | 1,369 | 1.27% | 1.23% | 205 | +1,669 | 5.14% | Q1 2026 | Apr 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 33,865 | 1,359 | 0.0% | 0.0% | 206 | -4,441 | -11.59% | Q1 2026 | Apr 27, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 33,415 | 1,341 | 0.83% | 0.86% | 207 | -1,200 | -3.47% | Q1 2026 | Apr 16, 2026 |
| Napier Financial, LLC | History | Reduced | 32,501 | 1,304 | 0.3% | 0.34% | 208 | -458 | -1.39% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 32,443 | 1,302 | 0.09% | 0.1% | 209 | +636 | 2.0% | Q1 2026 | Apr 17, 2026 |
| Tactive Advisors, LLC | History | Added to | 32,166 | 1,291 | 0.36% | 0.38% | 210 | +1,119 | 3.6% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 31,761 | 1,274 | 0.02% | 0.03% | 211 | +877 | 2.84% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 30,492 | 1,223 | 0.03% | 0.03% | 212 | +299 | 0.99% | Q1 2026 | Apr 21, 2026 |
| Shum Financial Group, Inc. | History | Added to | 30,352 | 1,218 | 0.86% | 0.89% | 213 | +366 | 1.22% | Q1 2026 | Apr 22, 2026 |
| Csenge Advisory Group | History | Reduced | 30,181 | 1,211 | 0.06% | 0.06% | 214 | -1,108 | -3.54% | Q1 2026 | Apr 30, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 29,852 | 1,198 | 0.8% | 1.25% | 215 | -14,895 | -33.29% | Q1 2026 | Apr 29, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 29,237 | 1,173 | 0.03% | 0.02% | 216 | +15,267 | 109.28% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 27,408 | 1,100 | 0.01% | 0.01% | 217 | -1,416 | -4.91% | Q1 2026 | May 05, 2026 |
| Sachetta, LLC | History | Added to | 27,062 | 1,086 | 0.59% | 0.6% | 218 | +563 | 2.12% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | Added to | 26,920 | 1,080 | 0.02% | 0.02% | 219 | +5,821 | 27.59% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 26,898 | 1,079 | 0.01% | 0.01% | 220 | -1,234 | -4.39% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 26,703 | 1,071 | 0.0% | — | 221 | +26,703 | New | Q1 2026 | May 01, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 26,496 | 1,063 | 0.07% | 0.16% | 222 | -32,429 | -55.03% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 26,447 | 1,057 | 0.01% | 0.03% | 223 | -32,462 | -55.11% | Q1 2026 | Apr 07, 2026 |
| AEGON USA Investment Management, LLC | History | Reduced | 26,300 | 1,055 | 0.83% | 1.23% | 224 | -16,000 | -37.83% | Q1 2026 | Apr 21, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 26,112 | 1,048 | 0.18% | 0.31% | 225 | -16,215 | -38.31% | Q1 2026 | May 07, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 25,652 | 1,029 | 0.06% | 0.06% | 226 | +283 | 1.12% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 25,148 | 1,009 | 0.0% | 0.0% | 227 | -9,178 | -26.74% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 25,000 | 1,003 | 0.01% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 24,618 | 988 | 0.02% | 0.02% | 229 | +157 | 0.64% | Q1 2026 | May 08, 2026 |
| Opulen Financial Group LLC | History | Reduced | 23,995 | 963 | 0.68% | 0.78% | 230 | -1,916 | -7.39% | Q1 2026 | Apr 29, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 23,320 | 936 | 0.07% | 0.07% | 231 | -480 | -2.02% | Q1 2026 | Apr 20, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 22,814 | 915 | 0.57% | 0.31% | 232 | -363 | -1.57% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 22,781 | 914 | 0.0% | 0.0% | 233 | +1,740 | 8.27% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 22,769 | 913 | 0.06% | 0.06% | 234 | -609 | -2.61% | Q1 2026 | Apr 27, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 22,470 | 901 | 0.78% | 2.18% | 235 | -38,727 | -63.28% | Q1 2026 | May 07, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 22,316 | 895 | 0.32% | 0.3% | 236 | +257 | 1.17% | Q1 2026 | May 12, 2026 |
| BOS Asset Management, LLC | History | No change | 22,029 | 884 | 0.23% | 0.24% | 237 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 21,932 | 880 | 0.02% | 0.07% | 238 | -47,551 | -68.44% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,824 | 876 | 0.01% | 0.01% | 239 | +1,524 | 7.51% | Q1 2026 | May 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 21,565 | 865 | 0.07% | 0.14% | 240 | -14,160 | -39.64% | Q1 2026 | Apr 16, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 21,404 | 859 | 0.09% | 0.11% | 241 | -3,027 | -12.39% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 73,781 | 856 | 0.04% | 0.01% | 242 | -16,996 | -18.72% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 21,301 | 855 | 0.01% | 0.01% | 243 | +14,086 | 195.23% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Reduced | 21,185 | 850 | 0.06% | 0.07% | 244 | -1,233 | -5.5% | Q1 2026 | May 08, 2026 |
| Vise Technologies, Inc. | History | No change | 20,581 | 849 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First City Capital Management, Inc. | History | Added to | 21,110 | 847 | 0.45% | 0.45% | 246 | +430 | 2.08% | Q1 2026 | Apr 17, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 21,020 | 843 | 0.02% | 0.02% | 247 | +4,830 | 29.83% | Q1 2026 | May 04, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 20,748 | 832 | 0.01% | 0.01% | 248 | +908 | 4.58% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 20,507 | 823 | 0.01% | 0.01% | 249 | +2,355 | 12.97% | Q1 2026 | May 07, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 20,350 | 816 | 0.0% | 0.04% | 250 | -204,649 | -90.96% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 20,137 | 808 | 0.25% | 0.27% | 251 | -909 | -4.32% | Q1 2026 | May 01, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 19,661 | 789 | 0.04% | 0.03% | 252 | +1,716 | 9.56% | Q1 2026 | May 05, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 19,107 | 766 | 1.71% | 1.7% | 253 | +628 | 3.4% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Reduced | 18,897 | 758 | 0.0% | 0.0% | 254 | -2,350 | -11.06% | Q1 2026 | May 14, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 18,823 | 755 | 0.13% | 0.15% | 255 | -1,641 | -8.02% | Q1 2026 | May 01, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 17,907 | 718 | 0.27% | 0.18% | 256 | +6,121 | 51.93% | Q1 2026 | Apr 06, 2026 |
| HRT FINANCIAL LP | History | Reduced | 17,878 | 717 | 0.0% | 0.11% | 257 | -790,581 | -97.79% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 17,878 | 717 | 0.06% | 0.06% | 258 | -889 | -4.74% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 17,426 | 699 | 0.03% | — | 259 | +17,426 | New | Q1 2026 | May 14, 2026 |
| Fortis Capital Management LLC | History | Reduced | 17,366 | 697 | 0.07% | 1.09% | 260 | -182,440 | -91.31% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 17,248 | 692 | 0.02% | 0.03% | 261 | -2,952 | -14.61% | Q1 2026 | Apr 27, 2026 |
| Heritage Trust Co | History | No change | 17,035 | 683 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 16,926 | 679 | 0.11% | 2.77% | 263 | -357,928 | -95.48% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 16,672 | 669 | 0.01% | 0.01% | 264 | +39 | 0.23% | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 16,588 | 665 | 0.02% | 0.02% | 265 | +120 | 0.73% | Q1 2026 | Apr 27, 2026 |
| 21 West Wealth Management LLC | History | Added to | 16,433 | 659 | 0.61% | 0.6% | 266 | +599 | 3.78% | Q1 2026 | Apr 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 16,203 | 650 | 0.14% | 0.13% | 267 | +1,345 | 9.05% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 16,141 | 647 | 0.0% | 0.01% | 268 | -83,092 | -83.73% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 16,140 | 647 | 0.02% | 0.02% | 269 | +332 | 2.1% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Added to | 16,017 | 642 | 0.02% | 0.02% | 270 | +3,130 | 24.29% | Q1 2026 | Apr 22, 2026 |
| Invesco Ltd. | History | Added to | 15,743 | 631 | 0.0% | 0.0% | 271 | +478 | 3.13% | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 15,650 | 628 | 0.21% | 0.22% | 272 | -140 | -0.89% | Q1 2026 | Apr 24, 2026 |
| Quartz Partners, LLC | History | Reduced | 15,605 | 626 | 0.24% | 0.24% | 273 | -246 | -1.55% | Q1 2026 | May 05, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 15,052 | 604 | 0.05% | 0.04% | 274 | +1,571 | 11.65% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14,615 | 603 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BTS Asset Management, Inc. | History | Added to | 14,943 | 599 | 2.31% | 0.82% | 276 | +330 | 2.26% | Q1 2026 | May 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 14,875 | 597 | 0.06% | 0.06% | 277 | +666 | 4.69% | Q1 2026 | Apr 22, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 14,741 | 591 | 0.19% | 0.18% | 278 | +613 | 4.34% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 14,661 | 588 | 0.02% | — | 279 | +14,661 | New | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 14,473 | 580 | 0.04% | 0.04% | 281 | -325 | -2.2% | Q1 2026 | May 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 14,453 | 580 | 0.03% | 0.03% | 280 | +77 | 0.54% | Q1 2026 | May 12, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 14,387 | 577 | 0.35% | 0.34% | 282 | +1,215 | 9.22% | Q1 2026 | Apr 21, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 14,200 | 569 | 0.02% | 0.03% | 283 | -701 | -4.7% | Q1 2026 | May 08, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 13,854 | 556 | 0.39% | 0.37% | 284 | -1,214 | -8.06% | Q1 2026 | Apr 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 13,819 | 554 | 0.03% | 0.04% | 285 | -3,010 | -17.89% | Q1 2026 | Apr 15, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 13,778 | 553 | 0.22% | 0.17% | 286 | +3,406 | 32.84% | Q1 2026 | Apr 22, 2026 |
| Ascent Group, LLC | History | Added to | 13,542 | 543 | 0.02% | 0.02% | 287 | +1,952 | 16.84% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 13,433 | 539 | 0.04% | 0.03% | 288 | +188 | 1.42% | Q1 2026 | May 20, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 13,400 | 537 | 0.06% | 0.06% | 289 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 13,372 | 536 | 0.02% | 0.01% | 290 | -3,289 | -19.74% | Q1 2026 | Apr 23, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 13,300 | 533 | 0.23% | 0.29% | 291 | -2,500 | -15.82% | Q1 2026 | May 01, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 13,213 | 530 | 0.07% | 0.08% | 292 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 13,177 | 528 | 0.39% | 0.39% | 293 | -47 | -0.36% | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 13,127 | 526 | 0.24% | 0.23% | 294 | +467 | 3.69% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 12,701 | 524 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 13,004 | 521 | 0.0% | 0.0% | 296 | -819 | -5.92% | Q1 2026 | May 07, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 12,756 | 512 | 0.42% | 0.43% | 297 | +185 | 1.47% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Added to | 12,687 | 509 | 0.01% | 0.0% | 298 | +5,935 | 87.9% | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 12,630 | 506 | 0.06% | 0.06% | 299 | -38 | -0.3% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 12,596 | 505 | 0.13% | 0.12% | 300 | +955 | 8.2% | Q1 2026 | Apr 17, 2026 |