T. Rowe Price Exchange-Traded Funds, Inc. - TCAF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 24,265,804 | 864,373 | 0.1% | 0.08% | 1 | +5,196,697 | 27.25% | Q1 2026 | May 15, 2026 |
| McCarthy & Cox | History | No change | 15,909 | 608,061 | 7.37% | 7.37% | 2 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 16,125,214 | 573,896 | 0.15% | 0.16% | 3 | +1,196,176 | 8.01% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,615,473 | 199,854 | 0.06% | 0.06% | 4 | +199,479 | 3.68% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,282,649 | 188,009 | 0.26% | 0.27% | 5 | +49,011 | 0.94% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Added to | 4,072,678 | 144,946 | 0.01% | 0.01% | 6 | +781,810 | 23.76% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,493,298 | 124,326 | 0.02% | 0.02% | 7 | -38,175 | -1.08% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,376,367 | 120,176 | 0.18% | 0.19% | 8 | -4,970 | -0.15% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,758,226 | 98,165 | 0.15% | 0.17% | 9 | -38,590 | -1.38% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 2,382,884 | 84,806 | 0.09% | 0.1% | 10 | -163,115 | -6.41% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,273,922 | 80,929 | 0.01% | 0.02% | 11 | -170,732 | -6.98% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,048,446 | 72,904 | 0.19% | 0.17% | 12 | +323,094 | 18.73% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,901,881 | 67,687 | 0.0% | 0.0% | 13 | +188,536 | 11.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,958,841 | 67,677 | 0.03% | 0.04% | 14 | +324,101 | 19.83% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Added to | 1,822,217 | 64,852 | 10.52% | 5.24% | 15 | +463,216 | 34.09% | Q1 2026 | Apr 16, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,628,705 | 57,965 | 0.01% | 0.01% | 16 | -141,268 | -7.98% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 1,622,017 | 57,727 | 0.04% | 0.0% | 17 | +1,597,583 | 6538.36% | Q1 2026 | May 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,528,965 | 54,416 | 0.88% | 0.71% | 18 | +623,664 | 68.89% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Added to | 1,508,192 | 53,676 | 0.06% | 0.06% | 19 | +123,670 | 8.93% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,440,987 | 51,284 | 0.05% | 0.05% | 20 | +812 | 0.06% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 1,278,990 | 45,723 | 0.78% | 0.89% | 21 | -671 | -0.05% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,241,328 | 44,551 | 0.09% | 0.11% | 22 | -910,473 | -42.31% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,214,069 | 43,208 | 0.79% | 0.87% | 23 | +26,487 | 2.23% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,212,630 | 43,121 | 0.01% | 0.01% | 24 | -102,300 | -7.78% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 1,194,405 | 42,508 | 1.4% | 1.45% | 25 | +34,504 | 2.97% | Q1 2026 | May 14, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 1,066,340 | 37,951 | 2.68% | 5.49% | 26 | +37,064 | 3.6% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,046,181 | 37,233 | 0.01% | 0.01% | 27 | +35,338 | 3.5% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 899,094 | 31,998 | 0.15% | 0.14% | 28 | +112,077 | 14.24% | Q1 2026 | Apr 24, 2026 |
| PYA Waltman Capital, LLC | History | Reduced | 832,739 | 29,637 | 8.22% | 11.25% | 29 | -263,073 | -24.01% | Q1 2026 | May 13, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 782,710 | 27,856 | 9.22% | 13.43% | 30 | -119,639 | -13.26% | Q1 2026 | Apr 17, 2026 |
| Souders Financial Advisors | History | Added to | 777,194 | 27,660 | 3.16% | 3.25% | 31 | +35,329 | 4.76% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 677,538 | 24,113 | 0.01% | 0.02% | 32 | -14,174 | -2.05% | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | Added to | 662,241 | 23,569 | 0.4% | 0.29% | 33 | +226,638 | 52.03% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 649,614 | 23,119 | 0.04% | 0.02% | 34 | +288,037 | 79.66% | Q1 2026 | May 14, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 575,554 | 21,997 | 11.48% | 11.48% | 35 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ADE, LLC | History | Added to | 604,022 | 21,497 | 10.3% | 10.29% | 36 | +47,983 | 8.63% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 603,300 | 21,471 | 0.21% | 0.27% | 37 | -129,036 | -17.62% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 485,896 | 18,570 | 0.63% | 0.63% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 521,603 | 18,564 | 0.05% | 0.05% | 39 | -6,585 | -1.25% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 508,404 | 18,094 | 0.8% | 0.83% | 40 | +37,943 | 8.07% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 506,093 | 18,011 | 0.98% | 1.04% | 41 | +31,153 | 6.56% | Q1 2026 | May 11, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 486,460 | 17,313 | 1.64% | 1.99% | 42 | -59,620 | -10.92% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 486,234 | 17,305 | 0.1% | 0.09% | 43 | +102,359 | 26.66% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 470,076 | 16,245 | 0.0% | 0.0% | 44 | -903,220 | -65.77% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 455,037 | 16,194 | 0.43% | 0.43% | 45 | +63,245 | 16.14% | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 443,936 | 15,799 | 1.97% | 2.31% | 46 | +2,011 | 0.46% | Q1 2026 | Apr 21, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 421,883 | 15,014 | 5.4% | 6.78% | 47 | -72,460 | -14.66% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 420,417 | 14,962 | 0.06% | 0.11% | 48 | -285,595 | -40.45% | Q1 2026 | Apr 30, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 418,559 | 14,896 | 1.26% | 1.32% | 49 | +35,233 | 9.19% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 406,583 | 14,478 | 0.23% | 0.23% | 50 | +41,180 | 11.27% | Q1 2026 | Apr 14, 2026 |
| Composition Wealth, LLC | History | Added to | 396,884 | 14,125 | 0.19% | 0.21% | 51 | +5,354 | 1.37% | Q1 2026 | Apr 08, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 382,975 | 13,630 | 9.83% | 11.72% | 52 | -27,968 | -6.81% | Q1 2026 | Apr 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 374,158 | 13,316 | 0.0% | 0.0% | 53 | +35,215 | 10.39% | Q1 2026 | May 04, 2026 |
| Harfst & Associates, Inc. | History | Added to | 372,015 | 13,240 | 2.36% | 2.45% | 54 | +16,794 | 4.73% | Q1 2026 | May 12, 2026 |
| National Wealth Management Group, LLC | History | Added to | 354,522 | 12,617 | 4.7% | 4.66% | 55 | +3,101 | 0.88% | Q1 2026 | May 11, 2026 |
| Principle Wealth Partners LLC | History | Added to | 351,581 | 12,512 | 0.72% | 0.74% | 56 | +8,944 | 2.61% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 312,811 | 11,132 | 0.05% | 0.05% | 57 | +17,983 | 6.1% | Q1 2026 | May 14, 2026 |
| Forge Financial Services LLC | History | Reduced | 311,756 | 11,095 | 1.12% | 5.17% | 58 | -4,885 | -1.54% | Q1 2026 | May 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 309,857 | 11,027 | 1.19% | 1.26% | 59 | +660 | 0.21% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 291,582 | 10,377 | 0.01% | 0.01% | 60 | +13,011 | 4.67% | Q1 2026 | May 05, 2026 |
| MTM Investment Management, LLC | History | Added to | 285,230 | 10,151 | 3.22% | 3.45% | 61 | +2,357 | 0.83% | Q1 2026 | May 06, 2026 |
| Advocate Investing Services LLC | History | Reduced | 283,604 | 10,093 | 8.55% | 9.72% | 62 | -300 | -0.11% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Reduced | 272,718 | 9,706 | 0.07% | 0.09% | 63 | -27,149 | -9.05% | Q1 2026 | May 15, 2026 |
| 4J Wealth Management LLC | History | Reduced | 270,297 | 9,619 | 5.47% | 6.12% | 64 | -9,261 | -3.31% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 260,259 | 9,262 | 0.15% | 0.16% | 65 | +6,919 | 2.73% | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 259,896 | 9,249 | 0.48% | 0.51% | 66 | +6,661 | 2.63% | Q1 2026 | Apr 15, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 256,419 | 9,125 | 2.06% | 2.2% | 67 | +8,236 | 3.32% | Q1 2026 | Apr 27, 2026 |
| Keystone Financial Group | History | Added to | 254,458 | 9,056 | 0.62% | 0.71% | 68 | +1,871 | 0.74% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 252,511 | 8,986 | 0.02% | 0.03% | 69 | -51,751 | -17.01% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 462,323 | 8,816 | 0.02% | 0.02% | 70 | -21,881 | -4.52% | Q1 2026 | May 14, 2026 |
| Ledyard National Bank | History | Added to | 240,993 | 8,576 | 0.74% | 0.76% | 71 | +10,566 | 4.59% | Q1 2026 | Apr 24, 2026 |
| Asset One Wealth Management LLC | History | New | 220,716 | 8,572 | 0.95% | — | 72 | +220,716 | New | Q1 2026 | May 12, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 240,151 | 8,546 | 5.44% | 5.83% | 73 | +14,264 | 6.31% | Q1 2026 | Apr 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 227,131 | 8,083 | 0.37% | 0.69% | 74 | -102,372 | -31.07% | Q1 2026 | Apr 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 226,809 | 8,077 | 1.78% | 1.86% | 75 | +5,692 | 2.57% | Q1 2026 | May 13, 2026 |
| NCM Capital Management, LLC | History | Added to | 226,823 | 8,072 | 2.89% | 3.16% | 76 | +3,852 | 1.73% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 225,188 | 8,014 | 0.45% | 0.47% | 77 | +7,774 | 3.58% | Q1 2026 | Apr 24, 2026 |
| Carson Advisory Inc. | History | Added to | 219,371 | 7,807 | 4.05% | 4.18% | 78 | +8,998 | 4.28% | Q1 2026 | May 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 208,748 | 7,426 | 0.99% | 0.97% | 79 | +46,144 | 28.38% | Q1 2026 | Apr 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 202,762 | 7,216 | 0.05% | 0.05% | 80 | +34,525 | 20.52% | Q1 2026 | Apr 14, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 200,671 | 7,141 | 1.31% | 1.32% | 81 | +21,928 | 12.27% | Q1 2026 | May 04, 2026 |
| V2 Financial group LLC | History | Added to | 195,612 | 6,961 | 3.24% | 3.45% | 82 | +12,565 | 6.86% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 193,835 | 6,898 | 0.14% | 0.06% | 83 | +129,190 | 199.85% | Q1 2026 | Apr 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 186,722 | 6,645 | 0.19% | 0.24% | 84 | -33,567 | -15.24% | Q1 2026 | May 12, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 184,199 | 6,555 | 1.15% | 1.27% | 85 | +5,964 | 3.35% | Q1 2026 | Apr 09, 2026 |
| Lighthouse Financial LLC | History | Added to | 175,896 | 6,260 | 3.77% | 3.4% | 86 | +39,753 | 29.2% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 171,801 | 6,114 | 0.18% | 0.16% | 87 | +30,350 | 21.46% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 170,754 | 6,077 | 0.37% | 0.38% | 88 | -36,481 | -17.6% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 170,293 | 6,060 | 1.09% | 1.16% | 89 | +9,887 | 6.16% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 169,066 | 6,022 | 0.03% | 0.0% | 90 | +148,507 | 722.35% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 156,399 | 5,977 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Southland Equity Partners LLC | History | Added to | 163,913 | 5,833 | 1.14% | 1.03% | 92 | +26,828 | 19.57% | Q1 2026 | Apr 14, 2026 |
| KM Capital Management Ltd. | History | New | 141,741 | 5,697 | 3.83% | — | 93 | +141,741 | New | Q1 2026 | May 15, 2026 |
| Paragon Advisors, LLC | History | Added to | 159,910 | 5,691 | 1.53% | 1.66% | 94 | +174 | 0.11% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 157,797 | 5,616 | 0.03% | 0.03% | 95 | +11,797 | 8.08% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 155,583 | 5,537 | 0.06% | 0.06% | 96 | +25,372 | 19.49% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 152,741 | 5,436 | 0.08% | 0.02% | 97 | +128,956 | 542.17% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 151,849 | 5,404 | 0.04% | 0.07% | 98 | -6,611 | -4.17% | Q1 2026 | May 15, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 149,035 | 5,304 | 0.91% | 1.32% | 99 | +767 | 0.52% | Q1 2026 | Apr 09, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 146,668 | 5,219 | 0.43% | 0.49% | 100 | +6,889 | 4.93% | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 146,291 | 5,207 | 0.25% | 0.25% | 101 | +2,720 | 1.89% | Q1 2026 | May 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 133,489 | 5,101 | 0.03% | 0.03% | 102 | +14,390 | 12.08% | Q1 2026 | May 15, 2026 |
| Harbor Group, Inc. | History | Added to | 141,574 | 5,038 | 0.73% | 0.58% | 103 | +40,138 | 39.57% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Added to | 140,339 | 4,994 | 0.01% | 0.01% | 104 | +7,518 | 5.66% | Q1 2026 | May 13, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 135,619 | 4,826 | 2.23% | 2.46% | 105 | +9,026 | 7.13% | Q1 2026 | Apr 16, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 134,004 | 4,769 | 0.47% | 0.19% | 106 | +83,289 | 164.23% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 130,876 | 4,657 | 0.28% | 0.38% | 107 | -37,164 | -22.12% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 124,856 | 4,443 | 0.32% | 0.28% | 108 | +20,129 | 19.22% | Q1 2026 | May 05, 2026 |
| Vantage Financial Partners, LLC | History | No change | 115,055 | 4,397 | 0.89% | 0.89% | 109 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Added to | 119,709 | 4,260 | 0.12% | 0.12% | 110 | +7,537 | 6.72% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 118,897 | 4,231 | 0.06% | 0.07% | 111 | -11,139 | -8.57% | Q1 2026 | May 15, 2026 |
| Atlas Wealth LLC | History | Reduced | 117,358 | 4,176 | 1.25% | 1.57% | 112 | -17,580 | -13.03% | Q1 2026 | May 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 117,008 | 4,164 | 0.49% | 0.54% | 113 | -3,076 | -2.56% | Q1 2026 | Apr 21, 2026 |
| Centerpoint Advisory Group | History | Added to | 113,537 | 4,040 | 3.04% | 3.3% | 114 | +1,462 | 1.3% | Q1 2026 | Apr 29, 2026 |
| Strategic Financial Concepts, LLC | History | New | 114,084 | 4,022 | 0.99% | — | 115 | +114,084 | New | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 112,117 | 3,990 | 0.02% | 0.01% | 116 | +63,980 | 132.91% | Q1 2026 | May 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 111,420 | 3,965 | 0.5% | 0.55% | 117 | +827 | 0.75% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 110,530 | 3,933 | 0.22% | 0.28% | 118 | +49,546 | 81.24% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 109,147 | 3,884 | 0.02% | 0.02% | 119 | +6,322 | 6.15% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 106,367 | 3,785 | 0.03% | 0.03% | 120 | +276 | 0.26% | Q1 2026 | Apr 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 102,807 | 3,659 | 0.01% | 0.0% | 121 | +40,082 | 63.9% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | New | 98,129 | 3,492 | 0.11% | — | 122 | +98,129 | New | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 97,445 | 3,468 | 0.08% | 0.08% | 123 | +9,887 | 11.29% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 95,891 | 3,412 | 0.0% | 0.0% | 124 | -1,308 | -1.35% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 94,515 | 3,363 | 0.04% | 0.04% | 125 | +4,709 | 5.24% | Q1 2026 | Apr 20, 2026 |
| SFM, LLC | History | Reduced | 92,582 | 3,294 | 1.99% | 2.12% | 126 | -1,941 | -2.05% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 90,637 | 3,225 | 0.04% | 0.04% | 127 | +3,223 | 3.69% | Q1 2026 | Apr 20, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 90,302 | 3,213 | 1.72% | 1.88% | 128 | +1,917 | 2.17% | Q1 2026 | May 01, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 86,163 | 3,066 | 0.11% | 0.17% | 129 | -38,968 | -31.14% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 99,115 | 3,054 | 0.0% | 0.01% | 130 | -3,128,811 | -96.93% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 84,310 | 3,000 | 0.7% | 0.78% | 131 | -3,844 | -4.36% | Q1 2026 | Apr 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 83,928 | 2,986 | 0.24% | 0.22% | 132 | +7,811 | 10.26% | Q1 2026 | Apr 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 81,378 | 2,896 | 0.03% | 0.03% | 133 | +6,212 | 8.26% | Q1 2026 | May 12, 2026 |
| HFG Advisors, Inc. | History | Added to | 78,819 | 2,805 | 1.97% | 2.13% | 134 | +1,832 | 2.38% | Q1 2026 | May 08, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 78,793 | 2,804 | 0.54% | 0.46% | 135 | -998 | -1.25% | Q1 2026 | Apr 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 78,355 | 2,788 | 0.09% | 0.02% | 136 | +46,025 | 142.36% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 78,238 | 2,784 | 0.0% | 0.0% | 137 | -5,241 | -6.28% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Added to | 77,326 | 2,752 | 0.36% | 0.36% | 138 | +4,392 | 6.02% | Q1 2026 | Apr 09, 2026 |
| United Advisor Group, LLC | History | Added to | 76,763 | 2,731 | 0.34% | 0.33% | 139 | +6,742 | 9.63% | Q1 2026 | Apr 17, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 75,883 | 2,700 | 0.26% | 0.28% | 140 | -966 | -1.26% | Q1 2026 | Apr 13, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 74,648 | 2,656 | 0.98% | 1.09% | 141 | -5,739 | -7.14% | Q1 2026 | Apr 16, 2026 |
| Sharkey, Howes & Javer | History | No change | 73,263 | 2,607 | 0.35% | 0.36% | 142 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 73,108 | 2,601 | 0.06% | 0.07% | 143 | -4,953 | -6.35% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 71,808 | 2,555 | 0.09% | 0.1% | 144 | +12,947 | 22.0% | Q1 2026 | May 19, 2026 |
| Harborfront Financial Group LLC | History | No change | 66,740 | 2,550 | 18.99% | 18.99% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 68,302 | 2,430 | 0.01% | 0.01% | 146 | +1,099 | 1.64% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 67,761 | 2,411 | 0.03% | 0.02% | 147 | +32,910 | 94.43% | Q1 2026 | May 12, 2026 |
| Rubicon Advisors, GP | History | Added to | 67,759 | 2,411 | 2.1% | 1.79% | 148 | +17,157 | 33.91% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 67,271 | 2,394 | 0.03% | 0.04% | 149 | +1,972 | 3.02% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 67,285 | 2,394 | 0.07% | 0.07% | 150 | +1 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 64,686 | 2,302 | 1.04% | 1.09% | 151 | +1,957 | 3.12% | Q1 2026 | Apr 24, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 64,211 | 2,285 | 1.24% | 1.34% | 152 | +126 | 0.2% | Q1 2026 | Apr 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 63,929 | 2,275 | 0.08% | 0.05% | 153 | +6,554 | 11.42% | Q1 2026 | Apr 23, 2026 |
| Peak Asset Management, LLC | History | Added to | 61,885 | 2,202 | 0.39% | 0.39% | 154 | +2,639 | 4.45% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 61,852 | 2,201 | 0.2% | 0.14% | 155 | -283 | -0.46% | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 60,010 | 2,135 | 0.44% | 0.4% | 156 | +10,749 | 21.82% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 59,678 | 2,123 | 0.02% | — | 157 | +59,678 | New | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 59,017 | 2,100 | 0.11% | 0.1% | 158 | -2,548 | -4.14% | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 55,050 | 2,053 | 0.12% | 0.11% | 159 | +4,847 | 9.65% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 56,925 | 2,025 | 0.03% | 0.03% | 160 | +7,049 | 14.13% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 52,957 | 2,024 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 56,774 | 2,020 | 1.96% | 3.07% | 162 | -40,673 | -41.74% | Q1 2026 | May 12, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 52,997 | 1,886 | 0.18% | 0.09% | 163 | +28,994 | 120.79% | Q1 2026 | May 05, 2026 |
| Weaver Consulting Group | History | Added to | 51,838 | 1,844 | 0.44% | 0.48% | 164 | +720 | 1.41% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Reduced | 51,113 | 1,819 | 0.52% | 0.89% | 165 | -35,939 | -41.28% | Q1 2026 | May 07, 2026 |
| NVWM, LLC | History | Reduced | 50,298 | 1,790 | 0.4% | 0.42% | 166 | -78 | -0.15% | Q1 2026 | Apr 27, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 50,214 | 1,787 | 0.45% | 0.55% | 167 | -558 | -1.1% | Q1 2026 | Apr 28, 2026 |
| Garton & Associates Financial Advisors LLC | History | Added to | 49,629 | 1,766 | 1.44% | 0.99% | 168 | +3,306 | 7.14% | Q1 2026 | May 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 46,148 | 1,763 | 0.14% | 0.14% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 49,507 | 1,761 | 0.09% | 0.1% | 170 | -1,043 | -2.06% | Q1 2026 | Apr 17, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 48,875 | 1,739 | 1.01% | 1.02% | 171 | +2,350 | 5.05% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 48,849 | 1,738 | 0.11% | 0.15% | 172 | -13,301 | -21.4% | Q1 2026 | Apr 27, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 48,371 | 1,721 | 0.1% | 0.11% | 173 | -1,245 | -2.51% | Q1 2026 | May 14, 2026 |
| Skyview Financial Group LLC | History | No change | 43,976 | 1,680 | 1.73% | 1.73% | 174 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 46,575 | 1,657 | 0.04% | 0.05% | 175 | -4,808 | -9.36% | Q1 2026 | Apr 29, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 44,313 | 1,577 | 0.48% | 0.53% | 176 | -2,211 | -4.75% | Q1 2026 | Apr 13, 2026 |
| VICUS CAPITAL | History | Added to | 44,008 | 1,566 | 0.12% | 0.07% | 177 | +18,921 | 75.42% | Q1 2026 | Apr 22, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 43,462 | 1,546 | 0.57% | 0.45% | 178 | +9,711 | 28.77% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 42,586 | 1,515 | 0.81% | 1.01% | 179 | -5,181 | -10.85% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 40,919 | 1,456 | 0.09% | 0.1% | 180 | -262 | -0.64% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 39,571 | 1,408 | 0.13% | 0.14% | 181 | +8,461 | 27.2% | Q1 2026 | May 12, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 39,047 | 1,389 | 0.84% | 2.94% | 182 | -75,467 | -65.9% | Q1 2026 | Apr 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 37,885 | 1,348 | 0.18% | 0.21% | 183 | -2,525 | -6.25% | Q1 2026 | Apr 28, 2026 |
| HighPoint Advisor Group LLC | History | New | 36,992 | 1,316 | 0.06% | — | 184 | +36,992 | New | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 36,862 | 1,311 | 0.06% | — | 185 | +36,862 | New | Q1 2026 | Apr 28, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 35,970 | 1,280 | 0.07% | 0.13% | 186 | -742 | -2.02% | Q1 2026 | Apr 21, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 35,357 | 1,258 | 0.32% | 0.32% | 187 | +350 | 1.0% | Q1 2026 | May 07, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 35,047 | 1,247 | 0.43% | 0.46% | 188 | +66 | 0.19% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 34,905 | 1,242 | 0.0% | 0.0% | 189 | +34,553 | 9816.19% | Q1 2026 | May 01, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 34,614 | 1,231 | 0.59% | 0.82% | 190 | -14,815 | -29.97% | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 34,276 | 1,219 | 0.01% | 0.02% | 191 | +320 | 0.94% | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 34,277 | 1,219 | 0.63% | 0.67% | 192 | +320 | 0.94% | Q1 2026 | Apr 10, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 33,119 | 1,178 | 0.14% | 0.15% | 193 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Reduced | 32,881 | 1,170 | 0.03% | 0.04% | 194 | -182 | -0.55% | Q1 2026 | May 13, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 32,064 | 1,141 | 0.09% | 0.09% | 195 | -27 | -0.08% | Q1 2026 | Apr 28, 2026 |
| Leo H. Evart, Inc. | History | New | 30,808 | 1,096 | 0.94% | — | 196 | +30,808 | New | Q1 2026 | May 13, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 30,505 | 1,085 | 0.72% | 0.76% | 197 | -33 | -0.11% | Q1 2026 | Apr 14, 2026 |
| COFG Advisors, LLC | History | Reduced | 30,477 | 1,084 | 0.27% | 0.31% | 198 | -1,983 | -6.11% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 29,624 | 1,054 | 0.0% | 0.0% | 199 | -4,424 | -12.99% | Q1 2026 | May 14, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 29,543 | 1,051 | 0.19% | 0.21% | 200 | -57 | -0.19% | Q1 2026 | May 15, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 28,751 | 1,023 | 0.21% | 0.27% | 201 | -1,981 | -6.45% | Q1 2026 | May 06, 2026 |
| RM Financial Services, LLC | History | Added to | 27,987 | 996 | 0.86% | 0.66% | 202 | +8,410 | 42.96% | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 27,870 | 991 | 0.69% | 0.62% | 203 | +3,333 | 13.58% | Q1 2026 | Apr 07, 2026 |
| American Financial Advisors, LLC | History | Reduced | 27,063 | 963 | 0.13% | 0.15% | 204 | -3,623 | -11.81% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 26,695 | 950 | 0.2% | 0.24% | 205 | -2,178 | -7.54% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 26,507 | 943 | 0.05% | 0.05% | 206 | -454 | -1.68% | Q1 2026 | Apr 23, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 25,452 | 905 | 0.31% | 0.27% | 207 | +5,310 | 26.36% | Q1 2026 | May 04, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 24,739 | 880 | 0.1% | 0.12% | 208 | -2,819 | -10.23% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | New | 24,210 | 861 | 0.03% | — | 209 | +24,210 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 24,210 | 861 | 0.11% | — | 210 | +24,210 | New | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 23,677 | 842 | 0.0% | 0.0% | 211 | +410 | 1.76% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 23,527 | 837 | 0.07% | 0.08% | 212 | -720 | -2.97% | Q1 2026 | Apr 30, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 23,469 | 835 | 0.45% | 0.13% | 213 | +17,382 | 285.56% | Q1 2026 | May 14, 2026 |
| Midwest Financial Group LLC | History | Added to | 23,132 | 823 | 0.35% | 0.35% | 214 | +2,614 | 12.74% | Q1 2026 | Apr 22, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 22,801 | 811 | 0.4% | 0.18% | 215 | +5,440 | 31.33% | Q1 2026 | Apr 20, 2026 |
| Gotham Asset Management, LLC | History | No change | 22,730 | 808 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | No change | 22,613 | 805 | 0.12% | 0.13% | 217 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Fort Sheridan Advisors LLC | History | New | 22,237 | 791 | 0.1% | — | 218 | +22,237 | New | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,672 | 771 | 0.0% | — | 219 | +21,672 | New | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 21,406 | 761 | 0.01% | 0.0% | 220 | +11,772 | 122.19% | Q1 2026 | May 15, 2026 |
| CMC Financial Group | History | Added to | 21,127 | 751 | 1.47% | 1.41% | 221 | +489 | 2.37% | Q1 2026 | May 08, 2026 |
| Independent Wealth Advisors LLC | History | Reduced | 21,036 | 748 | 0.73% | 1.07% | 224 | -5,930 | -21.99% | Q1 2026 | May 22, 2026 |
| Apollon Financial, LLC | History | Added to | 21,034 | 748 | 0.1% | 0.11% | 223 | +930 | 4.63% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 21,023 | 748 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 20,771 | 739 | 0.88% | 1.38% | 225 | -20,941 | -50.2% | Q1 2026 | Apr 28, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 20,358 | 724 | 0.45% | 1.41% | 228 | -32,701 | -61.63% | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 20,354 | 724 | 0.23% | 0.22% | 226 | +2,424 | 13.52% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 20,353 | 724 | 0.01% | 0.01% | 227 | +1,526 | 8.11% | Q1 2026 | Apr 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 19,632 | 698 | 0.01% | 0.02% | 229 | -2,256 | -10.31% | Q1 2026 | May 07, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 17,555 | 689 | 0.11% | 0.47% | 230 | -55,074 | -75.83% | Q1 2026 | May 08, 2026 |
| Summit Asset Management, LLC | History | Added to | 19,248 | 685 | 0.1% | 0.1% | 231 | +554 | 2.96% | Q1 2026 | May 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 18,164 | 646 | 0.02% | 0.01% | 232 | +12,780 | 237.37% | Q1 2026 | May 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 17,856 | 635 | 0.07% | 0.18% | 233 | -23,954 | -57.29% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 16,638 | 635 | 0.18% | 0.18% | 234 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | New | 17,775 | 632 | 0.1% | — | 235 | +17,775 | New | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 17,525 | 623 | 0.0% | 0.0% | 236 | +271 | 1.57% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 16,970 | 603 | 0.0% | 0.0% | 237 | +7,570 | 80.53% | Q1 2026 | May 15, 2026 |
| Jones Kertz & Associates, Inc. | History | Added to | 16,887 | 601 | 0.32% | 0.3% | 238 | +1,840 | 12.23% | Q1 2026 | Apr 23, 2026 |
| WNY Asset Management, LLC | History | New | 16,693 | 594 | 0.06% | — | 239 | +16,693 | New | Q1 2026 | May 22, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 16,564 | 589 | 0.04% | 0.15% | 240 | -37,258 | -69.22% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 16,423 | 584 | 0.49% | 0.27% | 241 | +8,299 | 102.15% | Q1 2026 | Apr 17, 2026 |
| Argent Trust Co | History | Added to | 16,278 | 579 | 0.02% | 0.02% | 242 | +1,700 | 11.66% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 15,939 | 567 | 0.01% | 0.01% | 243 | -110 | -0.69% | Q1 2026 | May 05, 2026 |
| Bensler, LLC | History | Added to | 15,227 | 541 | 0.06% | 0.06% | 244 | +59 | 0.39% | Q1 2026 | May 01, 2026 |
| Northwest Financial Advisors | History | New | 15,118 | 538 | 1.04% | — | 245 | +15,118 | New | Q1 2026 | Apr 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 14,926 | 531 | 0.09% | 0.11% | 246 | +239 | 1.63% | Q1 2026 | May 06, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 14,312 | 529 | 0.15% | 0.14% | 247 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BALLAST ADVISORS LLC | History | New | 14,497 | 516 | 0.15% | — | 248 | +14,497 | New | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 14,243 | 506 | 0.06% | 0.07% | 249 | -737 | -4.92% | Q1 2026 | May 05, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 12,784 | 454 | 0.32% | 0.34% | 250 | -280 | -2.14% | Q1 2026 | May 08, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 11,474 | 451 | 0.19% | 0.2% | 251 | +409 | 3.7% | Q1 2026 | May 04, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | New | 12,606 | 448 | 0.02% | — | 252 | +12,606 | New | Q1 2026 | Apr 24, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 12,419 | 441 | 0.0% | 0.0% | 253 | +50 | 0.4% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 12,285 | 439 | 0.02% | 0.02% | 254 | -50 | -0.41% | Q1 2026 | May 12, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 12,331 | 438 | 0.27% | 0.42% | 255 | -5,339 | -30.22% | Q1 2026 | Apr 21, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 12,294 | 437 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 11,937 | 424 | 0.0% | 0.0% | 257 | +11,575 | 3197.51% | Q1 2026 | May 14, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 10,886 | 387 | 0.03% | 0.04% | 258 | -1,049 | -8.79% | Q1 2026 | Apr 30, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 10,757 | 382 | 0.0% | — | 259 | +10,757 | New | Q1 2026 | May 15, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 10,632 | 378 | 0.09% | 0.1% | 260 | -297 | -2.72% | Q1 2026 | Apr 22, 2026 |
| E&G Advisors, LP | History | No change | 10,600 | 377 | 0.08% | 0.09% | 261 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 10,560 | 375 | 0.07% | 0.09% | 262 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 10,262 | 365 | 0.09% | 0.1% | 263 | +434 | 4.42% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 10,250 | 364 | 0.02% | 0.03% | 264 | -2,500 | -19.61% | Q1 2026 | Apr 20, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,131 | 360 | 0.01% | 0.01% | 265 | +412 | 4.24% | Q1 2026 | May 13, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 9,746 | 346 | 0.21% | 0.5% | 266 | -13,507 | -58.09% | Q1 2026 | Apr 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 9,634 | 342 | 0.01% | 0.02% | 267 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 9,395 | 334 | 0.23% | 0.24% | 268 | +400 | 4.45% | Q1 2026 | May 07, 2026 |
| Jacobi Capital Management LLC | History | Added to | 9,373 | 333 | 0.02% | 0.02% | 269 | +1,525 | 19.43% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,746 | 312 | 0.02% | 0.02% | 270 | +698 | 8.67% | Q1 2026 | May 01, 2026 |
| Ted Buchan & Co | History | Reduced | 8,582 | 305 | 0.11% | 0.14% | 271 | -1,150 | -11.82% | Q1 2026 | May 14, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 8,541 | 303 | 0.22% | 0.18% | 272 | +2,179 | 34.25% | Q1 2026 | May 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 8,356 | 297 | 0.02% | — | 273 | +8,356 | New | Q1 2026 | Apr 30, 2026 |
| BROWN ADVISORY INC | History | Reduced | 7,997 | 284 | 0.0% | 0.0% | 274 | -1,000 | -11.11% | Q1 2026 | May 15, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 7,991 | 284 | 0.29% | 0.34% | 275 | -53 | -0.66% | Q1 2026 | Apr 29, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 7,900 | 281 | 0.03% | 0.04% | 276 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dean, Jacobson Financial Services, LLC | History | New | 7,562 | 269 | 0.17% | — | 277 | +7,562 | New | Q1 2026 | Apr 28, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 7,475 | 266 | 0.04% | 0.11% | 278 | -12,870 | -63.26% | Q1 2026 | May 05, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 7,416 | 263 | 0.08% | 0.08% | 279 | +342 | 4.83% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 7,268 | 258 | 0.0% | 0.01% | 280 | -22,665 | -75.72% | Q1 2026 | May 14, 2026 |
| LongView Wealth Management | History | Reduced | 6,700 | 256 | 0.06% | 0.21% | 281 | -16,100 | -70.61% | Q1 2026 | Apr 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 7,157 | 254 | 0.07% | 0.08% | 282 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,009 | 249 | 0.0% | 0.0% | 283 | -524 | -6.96% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 6,861 | 244 | 0.01% | 0.01% | 284 | +1,133 | 19.78% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,789 | 242 | 0.0% | 0.0% | 288 | -370 | -5.17% | Q1 2026 | Apr 07, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 6,826 | 242 | 0.01% | 0.01% | 287 | +25 | 0.37% | Q1 2026 | May 07, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | No change | 6,825 | 242 | 0.05% | 0.06% | 285 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,820 | 242 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 5,944 | 238 | 0.0% | 0.0% | 289 | +230 | 4.03% | Q1 2026 | May 11, 2026 |
| GGM Financial LLC | History | No change | 6,714 | 238 | 0.11% | 0.12% | 290 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 6,445 | 229 | 0.03% | 0.03% | 291 | -96 | -1.47% | Q1 2026 | May 04, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,358 | 226 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,263 | 222 | 0.0% | — | 293 | +6,263 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 6,198 | 220 | 0.0% | 0.0% | 294 | +183 | 3.04% | Q1 2026 | May 06, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 6,126 | 218 | 0.01% | 0.01% | 295 | +457 | 8.06% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | New | 6,012 | 213 | 0.0% | — | 296 | +6,012 | New | Q1 2026 | Apr 17, 2026 |
| Strategic Blueprint, LLC | History | New | 5,927 | 210 | 0.01% | — | 297 | +5,927 | New | Q1 2026 | Apr 29, 2026 |
| Brookstone Capital Management | History | New | 5,757 | 204 | 0.0% | — | 298 | +5,757 | New | Q1 2026 | Apr 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 5,300 | 202 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Capital Management Associates, Inc | History | No change | 5,688 | 202 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |