TOYOTA MOTOR CORP/ - TM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 7,067,216 | 1,456,482 | 0.49% | 0.51% | 1 | +71,544 | 1.02% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 2,435,144 | 501,859 | 0.03% | 0.03% | 2 | +13,499 | 0.56% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,226,890 | 252,849 | 0.03% | 0.03% | 3 | +76,723 | 6.67% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,075,579 | 221,666 | 0.03% | 0.03% | 4 | +28,446 | 2.72% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 1,033,159 | 212,923 | 0.01% | 0.01% | 5 | +149,697 | 16.94% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 979,123 | 201,787 | 0.0% | 0.0% | 6 | +85,382 | 9.55% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 926,582 | 190,959 | 0.01% | 0.01% | 7 | -2,080 | -0.22% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 479,438 | 98,807 | 0.05% | 0.04% | 8 | +99,674 | 26.25% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 455,179 | 93,813 | 0.09% | 0.08% | 9 | +16,072 | 3.66% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 454,669 | 93,703 | 0.13% | 0.16% | 10 | -77,665 | -14.59% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 435,479 | 89,744 | 0.16% | 0.17% | 11 | +25,463 | 6.21% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 398,351 | 82,096 | 0.51% | 0.56% | 12 | -25,945 | -6.11% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 345,025 | 71,326 | 0.03% | 0.0% | 13 | +332,467 | 2647.45% | Q1 2026 | May 15, 2026 |
| Cullen Capital Management, LLC | History | Added to | 312,605 | 64,424 | 0.66% | 0.55% | 14 | +76,250 | 32.26% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 303,733 | 62,596 | 0.01% | 0.01% | 15 | +1,752 | 0.58% | Q1 2026 | May 15, 2026 |
| SRB CORP | History | Reduced | 291,815 | 60,140 | 3.69% | 3.5% | 16 | -6,277 | -2.11% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 281,293 | 57,085 | 0.0% | 0.0% | 17 | +49,679 | 21.45% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 254,096 | 52,366 | 0.01% | 0.01% | 18 | +33,948 | 15.42% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 238,307 | 49,112 | 0.01% | 0.01% | 19 | +13,116 | 5.82% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 237,220 | 48,888 | 0.01% | 0.01% | 20 | +37,893 | 19.01% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 205,973 | 42,448 | 0.01% | 0.01% | 21 | -71,570 | -25.79% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 197,032 | 40,615 | 0.01% | 0.01% | 22 | +69,629 | 54.65% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 190,865 | 39,335 | 0.01% | 0.01% | 23 | -22,438 | -10.52% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Reduced | 181,306 | 37,365 | 0.01% | 0.01% | 24 | -93 | -0.05% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 177,609 | 36,603 | 0.03% | 0.03% | 25 | +2,304 | 1.31% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 172,896 | 35,632 | 0.05% | 0.06% | 26 | -39,008 | -18.41% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 162,117 | 33,410 | 0.01% | 0.01% | 27 | -18,592 | -10.29% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 158,706 | 32,707 | 0.01% | 0.01% | 28 | +35,807 | 29.14% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 157,114 | 32,379 | 0.05% | 0.05% | 29 | +35,025 | 28.69% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 153,412 | 31,616 | 0.0% | 0.0% | 30 | +21,883 | 16.64% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 143,726 | 29,608 | 0.01% | 0.01% | 31 | -14,695 | -9.28% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 127,878 | 26,354 | 0.02% | 0.02% | 32 | +12,699 | 11.03% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 114,332 | 23,562 | 0.01% | 0.01% | 33 | +1,080 | 0.95% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Added to | 107,227 | 22,098 | 0.01% | 0.0% | 34 | +100,824 | 1574.64% | Q1 2026 | May 11, 2026 |
| Martin Investment Management, LLC | History | Reduced | 101,925 | 21,005 | 6.29% | 6.74% | 35 | -10,655 | -9.46% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 87,903 | 18,115 | 0.0% | 0.0% | 36 | -6,850 | -7.23% | Q1 2026 | May 12, 2026 |
| Vantage Investment Partners, LLC | History | No change | 85,781 | 17,678 | 1.22% | 1.23% | 37 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 76,844 | 15,836 | 0.16% | 0.15% | 38 | +12,975 | 20.32% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 75,597 | 15,579 | 0.01% | 0.01% | 39 | +27,068 | 55.78% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 75,537 | 15,567 | 0.01% | — | 40 | +75,537 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 75,188 | 15,495 | 0.08% | 0.08% | 41 | +8,828 | 13.3% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 72,806 | 14,954 | 0.01% | 0.01% | 42 | +35,814 | 96.82% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 71,628 | 14,761 | 0.02% | 0.02% | 43 | +2,042 | 2.93% | Q1 2026 | May 13, 2026 |
| Twin Tree Management, LP | History | Reduced | 67,439 | 13,898 | 0.29% | 0.27% | 44 | -75,061 | -52.67% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 61,306 | 12,634 | 0.0% | 0.0% | 45 | +59,612 | 3519.01% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 61,258 | 12,624 | 0.0% | 0.0% | 46 | +57,443 | 1505.71% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 60,645 | 12,498 | 0.0% | 0.0% | 47 | +4,233 | 7.5% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 53,657 | 11,058 | 0.77% | 0.57% | 48 | +15,099 | 39.16% | Q1 2026 | May 12, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 52,600 | 10,840 | 1.69% | 1.74% | 49 | +2,035 | 4.02% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 51,048 | 10,515 | 0.01% | 0.01% | 50 | +3,140 | 6.55% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 48,914 | 10,080 | 0.01% | 0.02% | 51 | +645 | 1.34% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 47,995 | 9,890 | 0.01% | 0.01% | 52 | +6,997 | 17.07% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 46,570 | 9,597 | 0.18% | — | 53 | +46,570 | New | Q1 2026 | Apr 27, 2026 |
| Altrius Capital Management Inc | History | Reduced | 46,498 | 9,582 | 1.91% | 2.17% | 54 | -1,280 | -2.68% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 45,573 | 9,392 | 0.09% | 0.1% | 55 | -2,187 | -4.58% | Q1 2026 | May 14, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 45,134 | 9,302 | 0.28% | 0.28% | 56 | -367 | -0.81% | Q1 2026 | Apr 24, 2026 |
| MARSHALL WACE, LLP | History | Added to | 41,832 | 8,621 | 0.01% | 0.0% | 57 | +34,904 | 503.81% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 41,767 | 8,607 | 0.01% | 0.01% | 58 | +1,630 | 4.06% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 41,615 | 8,576 | 0.0% | 0.0% | 59 | +39,538 | 1903.61% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 41,427 | 8,537 | 0.13% | 0.13% | 60 | -2,530 | -5.76% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 40,918 | 8,432 | 0.0% | 0.0% | 61 | +1,708 | 4.36% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 40,240 | 8,293 | 0.09% | 0.09% | 62 | +4,900 | 13.87% | Q1 2026 | Apr 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 38,952 | 8,027 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 38,340 | 7,902 | 0.41% | 0.44% | 64 | -264 | -0.68% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 38,276 | 7,889 | 0.01% | 0.01% | 65 | +2,478 | 6.92% | Q1 2026 | May 05, 2026 |
| Amanah Holdings Trust | History | No change | 37,000 | 7,625 | 0.84% | 1.16% | 66 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Moran Wealth Management, LLC | History | Added to | 36,699 | 7,563 | 0.23% | 0.2% | 67 | +6,086 | 19.88% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 36,198 | 7,460 | 0.01% | 0.01% | 68 | +2,549 | 7.58% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 35,666 | 7,350 | 0.0% | 0.0% | 69 | -112 | -0.31% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 34,726 | 7,156 | 0.02% | 0.02% | 70 | -493 | -1.4% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Added to | 34,143 | 7,036 | 0.06% | 0.06% | 71 | +1,954 | 6.07% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | Added to | 32,750 | 6,749 | 0.05% | 0.04% | 72 | +6,800 | 26.2% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 32,529 | 6,703 | 0.15% | 0.15% | 73 | -230 | -0.7% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 31,412 | 6,473 | 0.01% | 0.01% | 74 | -5,167 | -14.13% | Q1 2026 | Apr 27, 2026 |
| American Assets Investment Management, LLC | History | No change | 30,000 | 6,182 | 0.42% | 0.44% | 75 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ethic Inc. | History | Added to | 29,923 | 6,166 | 0.1% | 0.07% | 76 | +7,261 | 32.04% | Q1 2026 | Apr 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 29,521 | 6,083 | 0.18% | 0.19% | 77 | +344 | 1.18% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 29,335 | 6,045 | 0.0% | 0.0% | 78 | +1,782 | 6.47% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Added to | 29,300 | 6,038 | 0.01% | 0.0% | 79 | +23,400 | 396.61% | Q1 2026 | May 15, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 29,000 | 5,976 | 0.92% | 0.95% | 80 | +2,000 | 7.41% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 27,276 | 5,621 | 0.02% | 0.02% | 81 | +1,402 | 5.42% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 27,104 | 5,585 | 0.02% | 0.01% | 82 | -944 | -3.37% | Q1 2026 | May 04, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 26,698 | 5,502 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 26,632 | 5,489 | 0.0% | 0.0% | 84 | +25,549 | 2359.1% | Q1 2026 | May 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 25,454 | 5,245 | 0.27% | 0.39% | 85 | -185 | -0.72% | Q1 2026 | Apr 15, 2026 |
| HITE Hedge Asset Management LLC | History | Reduced | 25,315 | 5,217 | 0.29% | 0.69% | 86 | -25,294 | -49.98% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 24,699 | 5,090 | 0.04% | 0.04% | 87 | -57 | -0.23% | Q1 2026 | May 15, 2026 |
| Cardinal Capital Management | History | Added to | 24,355 | 5,019 | 0.65% | 0.69% | 88 | +184 | 0.76% | Q1 2026 | Apr 08, 2026 |
| Naviter Wealth, LLC | History | Added to | 23,893 | 4,924 | 0.62% | 0.64% | 89 | +1,010 | 4.41% | Q1 2026 | Apr 10, 2026 |
| Vise Technologies, Inc. | History | No change | 22,585 | 4,834 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 23,371 | 4,816 | 0.01% | 0.0% | 91 | +7,736 | 49.48% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 23,283 | 4,798 | 0.04% | 0.04% | 92 | +1,327 | 6.04% | Q1 2026 | Apr 07, 2026 |
| Americana Partners, LLC | History | Added to | 23,266 | 4,794 | 0.12% | 0.09% | 93 | +8,520 | 57.78% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 23,355 | 4,781 | 0.01% | 0.01% | 94 | -4,597 | -16.45% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 22,717 | 4,681 | 0.01% | 0.0% | 95 | +5,078 | 28.79% | Q1 2026 | May 08, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 22,061 | 4,546 | 0.71% | 0.71% | 96 | +820 | 3.86% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 22,051 | 4,544 | 0.02% | 0.01% | 97 | +9,228 | 71.96% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 21,184 | 4,357 | 0.02% | 0.02% | 98 | +2,834 | 15.44% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 20,881 | 4,303 | 0.07% | 0.07% | 99 | +629 | 3.11% | Q1 2026 | Apr 07, 2026 |
| Callan Family Office, LLC | History | Added to | 20,775 | 4,281 | 0.1% | 0.09% | 100 | +206 | 1.0% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | New | 20,763 | 4,279 | 0.02% | — | 101 | +20,763 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 20,763 | 4,279 | 0.15% | — | 102 | +20,763 | New | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 20,613 | 4,248 | 0.01% | 0.01% | 103 | +4,807 | 30.41% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 20,380 | 4,200 | 0.01% | 0.01% | 104 | +5,187 | 34.14% | Q1 2026 | May 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 20,186 | 4,160 | 0.02% | 0.01% | 105 | +1,775 | 9.64% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 19,600 | 4,039 | 0.09% | 0.06% | 106 | +6,412 | 48.62% | Q1 2026 | May 14, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 19,364 | 3,990 | 0.72% | 0.45% | 107 | +9,682 | 100.0% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 19,300 | 3,977 | 0.01% | 0.03% | 108 | -79,200 | -80.41% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | Added to | 19,130 | 3,942 | 0.12% | 0.14% | 109 | +4,686 | 32.44% | Q1 2026 | Apr 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 19,033 | 3,922 | 0.07% | 0.07% | 110 | +1,056 | 5.87% | Q1 2026 | Apr 20, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 18,798 | 3,874 | 0.25% | 0.11% | 111 | +11,454 | 155.96% | Q1 2026 | May 12, 2026 |
| Gold Investment Management Ltd. | History | Added to | 17,997 | 3,709 | 1.15% | 1.22% | 112 | +211 | 1.19% | Q1 2026 | Apr 22, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 17,747 | 3,657 | 0.73% | 0.75% | 113 | -458 | -2.52% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 17,426 | 3,591 | 0.0% | 0.0% | 114 | +881 | 5.32% | Q1 2026 | May 12, 2026 |
| apricus wealth, LLC | History | Added to | 17,339 | 3,573 | 1.74% | 1.84% | 115 | +510 | 3.03% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,528 | 3,406 | 0.03% | 0.03% | 116 | -2,928 | -15.05% | Q1 2026 | May 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 15,767 | 3,249 | 0.0% | 0.0% | 117 | -12,166 | -43.55% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 15,687 | 3,232 | 0.05% | 0.05% | 118 | +180 | 1.16% | Q1 2026 | May 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 15,510 | 3,196 | 0.01% | — | 119 | +15,510 | New | Q1 2026 | May 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 15,415 | 3,176 | 0.01% | 0.01% | 120 | -619 | -3.86% | Q1 2026 | May 05, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 15,370 | 3,167 | 0.13% | 0.13% | 121 | +45 | 0.29% | Q1 2026 | May 01, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 15,176 | 3,127 | 0.0% | 0.03% | 122 | -125,005 | -89.17% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,831 | 3,057 | 0.0% | 0.0% | 123 | +2,773 | 23.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 14,666 | 3,022 | 0.02% | 0.01% | 124 | +4,254 | 40.86% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 14,226 | 3,019 | 0.0% | 0.0% | 125 | +2,689 | 23.31% | Q1 2026 | May 14, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 14,615 | 3,012 | 0.26% | 0.27% | 126 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 13,795 | 2,839 | 0.0% | 0.0% | 127 | -1,650 | -10.68% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 13,415 | 2,764 | 0.01% | 0.01% | 128 | -246 | -1.8% | Q1 2026 | May 12, 2026 |
| Walleye Capital LLC | History | Reduced | 12,716 | 2,620 | 0.01% | 0.02% | 129 | -14,736 | -53.68% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 12,446 | 2,609 | 0.0% | 0.0% | 130 | +1,921 | 18.25% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Added to | 12,570 | 2,590 | 0.08% | 0.07% | 131 | +1,006 | 8.7% | Q1 2026 | May 14, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 12,480 | 2,572 | 0.09% | 0.06% | 132 | +4,130 | 49.46% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 12,215 | 2,517 | 0.01% | 0.01% | 133 | +395 | 3.34% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 12,079 | 2,489 | 0.0% | 0.0% | 134 | -1,006 | -7.69% | Q1 2026 | May 14, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Added to | 11,829 | 2,437 | 0.74% | 0.82% | 135 | +96 | 0.82% | Q1 2026 | Apr 24, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 11,809 | 2,433 | 0.0% | 0.01% | 136 | -6,485 | -35.45% | Q1 2026 | May 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 11,607 | 2,392 | 0.14% | 0.11% | 137 | +2,002 | 20.84% | Q1 2026 | Apr 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 11,327 | 2,334 | 0.01% | 0.0% | 138 | +7,323 | 182.89% | Q1 2026 | Apr 24, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 11,251 | 2,318 | 0.44% | 0.51% | 139 | +143 | 1.29% | Q1 2026 | Apr 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,200 | 2,308 | 0.0% | 0.0% | 140 | +743 | 7.11% | Q1 2026 | Apr 27, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 11,189 | 2,305 | 0.08% | 0.09% | 141 | +35 | 0.31% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 11,046 | 2,276 | 0.01% | 0.01% | 142 | +61 | 0.56% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 10,641 | 2,193 | 0.01% | 0.03% | 143 | -39,548 | -78.8% | Q1 2026 | May 11, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 10,442 | 2,151 | 0.91% | 0.96% | 144 | -255 | -2.38% | Q1 2026 | Apr 29, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 10,432 | 2,149 | 1.2% | 1.26% | 145 | -418 | -3.85% | Q1 2026 | May 05, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 10,290 | 2,121 | 0.0% | 0.01% | 146 | -2,900 | -21.99% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,269 | 2,116 | 0.01% | 0.0% | 147 | +1,698 | 19.81% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,234 | 2,109 | 0.01% | 0.01% | 148 | -984 | -8.77% | Q1 2026 | Apr 30, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 9,965 | 2,053 | 0.74% | 0.79% | 149 | +210 | 2.15% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Added to | 9,844 | 2,028 | 0.05% | 0.04% | 150 | +686 | 7.49% | Q1 2026 | May 11, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 9,500 | 1,957 | 1.21% | — | 151 | +9,500 | New | Q1 2026 | Apr 28, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 9,453 | 1,948 | 0.01% | 0.01% | 152 | +20 | 0.21% | Q1 2026 | May 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 9,360 | 1,929 | 0.03% | 0.03% | 153 | +960 | 11.43% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 9,321 | 1,920 | 0.1% | 0.1% | 154 | -244 | -2.55% | Q1 2026 | May 04, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 9,168 | 1,889 | 0.48% | 0.52% | 155 | -40 | -0.43% | Q1 2026 | May 01, 2026 |
| Alaethes Wealth, LLC | History | Added to | 9,149 | 1,885 | 0.54% | 0.55% | 156 | +29 | 0.32% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 9,099 | 1,875 | 0.02% | 0.02% | 157 | +525 | 6.12% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,044 | 1,863 | 0.01% | 0.01% | 158 | +1,065 | 13.35% | Q1 2026 | Apr 30, 2026 |
| PEAK6 LLC | History | Reduced | 8,965 | 1,847 | 0.0% | 0.0% | 159 | -535 | -5.63% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 8,648 | 1,782 | 0.0% | 0.0% | 160 | +935 | 12.12% | Q1 2026 | Apr 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 8,339 | 1,718 | 0.06% | 0.06% | 161 | -417 | -4.76% | Q1 2026 | May 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 8,169 | 1,683 | 0.13% | 0.13% | 162 | +369 | 4.73% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 8,156 | 1,680 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | New | 8,134 | 1,676 | 0.02% | — | 164 | +8,134 | New | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 7,981 | 1,645 | 0.03% | 0.02% | 165 | +811 | 11.31% | Q1 2026 | May 01, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 7,962 | 1,640 | 0.0% | 0.0% | 166 | -358 | -4.3% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,821 | 1,639 | 0.02% | 0.01% | 167 | +1,751 | 28.85% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,907 | 1,629 | 0.0% | 0.0% | 168 | -10 | -0.13% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | Reduced | 7,846 | 1,616 | 0.0% | 0.01% | 169 | -2,747 | -25.93% | Q1 2026 | May 14, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 7,818 | 1,611 | 0.11% | 0.1% | 170 | +166 | 2.17% | Q1 2026 | Apr 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 7,585 | 1,563 | 0.09% | 0.08% | 171 | +305 | 4.19% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,543 | 1,554 | 0.02% | 0.02% | 172 | -447 | -5.59% | Q1 2026 | May 08, 2026 |
| Advisors Preferred, LLC | History | Added to | 7,432 | 1,531 | 0.23% | 0.03% | 173 | +6,455 | 660.7% | Q1 2026 | May 05, 2026 |
| Cascade Financial Partners, LLC | History | No change | 7,430 | 1,531 | 0.16% | 0.16% | 174 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 7,389 | 1,522 | 0.34% | 0.36% | 175 | -135 | -1.79% | Q1 2026 | Apr 20, 2026 |
| GREENLEAF TRUST | History | Added to | 7,100 | 1,463 | 0.01% | 0.01% | 176 | +8 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 7,050 | 1,452 | 0.35% | 0.33% | 177 | +680 | 10.68% | Q1 2026 | Apr 08, 2026 |
| Virtu Financial LLC | History | New | 6,931 | 1,428 | 0.06% | — | 178 | +6,931 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,781 | 1,403 | 0.0% | 0.0% | 179 | -1,059 | -13.51% | Q1 2026 | Apr 08, 2026 |
| Community Bank & Trust, Waco, Texas | History | Added to | 6,783 | 1,398 | 0.28% | 0.29% | 180 | +87 | 1.3% | Q1 2026 | Apr 17, 2026 |
| Henry James International Management Inc. | History | Added to | 6,785 | 1,398 | 0.5% | 0.46% | 181 | +1 | 0.01% | Q1 2026 | Apr 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,558 | 1,351 | 0.01% | 0.01% | 182 | +2,785 | 73.81% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 6,536 | 1,347 | 0.01% | 0.01% | 183 | +290 | 4.64% | Q1 2026 | May 05, 2026 |
| BANK OF STOCKTON | History | Added to | 6,526 | 1,344 | 0.42% | 0.26% | 184 | +2,298 | 54.35% | Q1 2026 | Apr 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,515 | 1,322 | 0.05% | 0.05% | 185 | +317 | 5.11% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 6,358 | 1,310 | 0.01% | 0.01% | 186 | +542 | 9.32% | Q1 2026 | May 26, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 6,229 | 1,283 | 0.15% | 0.18% | 187 | -975 | -13.53% | Q1 2026 | Apr 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6,115 | 1,279 | 0.0% | 0.01% | 188 | +1,671 | 37.6% | Q1 2026 | May 12, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 6,125 | 1,262 | 0.86% | 0.6% | 189 | +2,159 | 54.44% | Q1 2026 | Apr 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 6,100 | 1,257 | 0.0% | 0.0% | 190 | -1,700 | -21.79% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,013 | 1,239 | 0.01% | 0.01% | 191 | +890 | 17.37% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 6,000 | 1,236 | 0.02% | 0.02% | 192 | -10 | -0.17% | Q1 2026 | May 12, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 5,815 | 1,198 | 0.49% | 0.52% | 193 | +9 | 0.16% | Q1 2026 | Apr 24, 2026 |
| Dakota Wealth Management | History | Reduced | 5,785 | 1,192 | 0.03% | 0.03% | 194 | -3,235 | -35.86% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,788 | 1,192 | 0.0% | 0.01% | 195 | -1,227 | -17.49% | Q1 2026 | Jun 02, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 5,730 | 1,180 | 0.23% | 0.16% | 196 | +1,923 | 50.51% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,508 | 1,178 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SYON CAPITAL LLC | History | Added to | 5,702 | 1,175 | 0.06% | 0.06% | 198 | +149 | 2.68% | Q1 2026 | May 13, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 5,688 | 1,172 | 0.28% | 0.29% | 199 | -25 | -0.44% | Q1 2026 | Apr 28, 2026 |
| Nuveen, LLC | History | Reduced | 5,527 | 1,139 | 0.0% | 0.0% | 200 | -9,142 | -62.32% | Q1 2026 | Apr 30, 2026 |
| Hudson Portfolio Management LLC | History | No change | 5,405 | 1,113 | 0.94% | 1.0% | 201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,306 | 1,093 | 0.11% | 0.12% | 202 | +724 | 15.8% | Q1 2026 | Apr 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 5,264 | 1,084 | 0.01% | — | 203 | +5,264 | New | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 5,125 | 1,056 | 0.1% | 0.09% | 204 | +745 | 17.01% | Q1 2026 | Apr 24, 2026 |
| INTRUST BANK NA | History | Added to | 5,079 | 1,046 | 0.09% | 0.08% | 205 | +616 | 13.8% | Q1 2026 | May 06, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 5,000 | 1,030 | 0.1% | 0.1% | 206 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abel Hall, LLC | History | Added to | 4,985 | 1,027 | 0.22% | 0.11% | 207 | +2,730 | 121.06% | Q1 2026 | Apr 28, 2026 |
| First Affirmative Financial Network | History | New | 4,949 | 1,019 | 0.4% | — | 208 | +4,949 | New | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Added to | 4,920 | 1,014 | 0.0% | 0.0% | 210 | +1,193 | 32.01% | Q1 2026 | May 13, 2026 |
| XPONANCE LLC | History | Added to | 4,924 | 1,014 | 0.01% | 0.01% | 209 | +462 | 10.35% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,895 | 1,008 | 0.02% | 0.02% | 211 | +764 | 18.49% | Q1 2026 | Jun 02, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | History | Added to | 4,747 | 978 | 0.27% | 0.27% | 212 | +50 | 1.06% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | Added to | 4,682 | 964 | 0.01% | 0.02% | 213 | +10 | 0.21% | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,664 | 961 | 0.0% | 0.0% | 214 | +27 | 0.58% | Q1 2026 | Apr 30, 2026 |
| Invst, LLC | History | Reduced | 4,652 | 958 | 0.11% | 0.13% | 215 | -796 | -14.61% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,642 | 956 | 0.0% | 0.0% | 216 | -321 | -6.47% | Q1 2026 | Apr 24, 2026 |
| BAILARD, INC. | History | Added to | 4,601 | 948 | 0.02% | 0.02% | 217 | +77 | 1.7% | Q1 2026 | May 11, 2026 |
| CKW FINANCIAL GROUP | History | No change | 4,523 | 948 | 0.1% | 0.1% | 218 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PDS Planning, Inc | History | Added to | 4,586 | 945 | 0.06% | 0.06% | 219 | +93 | 2.07% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,576 | 943 | 0.02% | 0.02% | 220 | +207 | 4.74% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 4,562 | 940 | 0.03% | 0.03% | 221 | -100 | -2.15% | Q1 2026 | Apr 29, 2026 |
| Engineers Gate Manager LP | History | New | 4,495 | 926 | 0.01% | — | 222 | +4,495 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 4,483 | 923 | 0.01% | 0.01% | 223 | +1,107 | 32.79% | Q1 2026 | May 05, 2026 |
| BigSur Wealth Management LLC | History | No change | 4,470 | 921 | 0.26% | 0.23% | 224 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,444 | 915 | 0.03% | 0.03% | 225 | +1,139 | 34.46% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 4,435 | 913 | 0.01% | 0.01% | 226 | +227 | 5.39% | Q1 2026 | May 05, 2026 |
| CIBC Asset Management Inc | History | Added to | 4,348 | 896 | 0.0% | 0.0% | 227 | +97 | 2.28% | Q1 2026 | May 12, 2026 |
| F/m Investments LLC | History | Reduced | 4,256 | 877 | 0.06% | 0.07% | 228 | -4,008 | -48.5% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,231 | 871 | 0.0% | 0.0% | 229 | -2,419 | -36.38% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 4,194 | 864 | 0.0% | 0.0% | 230 | +940 | 28.89% | Q1 2026 | May 11, 2026 |
| Henshaw Capital LLC | History | No change | 4,151 | 855 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q1 2026 | May 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 4,115 | 848 | 0.01% | 0.01% | 232 | -158 | -3.7% | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | Added to | 4,012 | 826 | 0.04% | 0.04% | 233 | +483 | 13.69% | Q1 2026 | Apr 06, 2026 |
| GFS Advisors, LLC | History | Reduced | 5,200 | 824 | 0.11% | 0.21% | 234 | -2,985 | -36.47% | Q1 2026 | Apr 30, 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | History | No change | 3,966 | 817 | 0.61% | 0.69% | 235 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,933 | 810 | 0.0% | 0.0% | 236 | +269 | 7.34% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 3,898 | 803 | 0.0% | 0.0% | 237 | +57 | 1.48% | Q1 2026 | May 14, 2026 |
| Investment Research Partners LLC | History | Added to | 3,876 | 798 | 0.32% | 0.35% | 238 | +85 | 2.24% | Q1 2026 | Apr 29, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 3,799 | 782 | 0.08% | 0.08% | 239 | +239 | 6.71% | Q1 2026 | Apr 10, 2026 |
| Frec Markets, Inc. | History | Added to | 3,786 | 780 | 0.13% | 0.18% | 240 | +923 | 32.24% | Q1 2026 | May 13, 2026 |
| Montecito Bank & Trust | History | No change | 3,776 | 778 | 0.13% | 0.13% | 241 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 3,762 | 775 | 0.14% | 0.15% | 242 | +18 | 0.48% | Q1 2026 | Apr 28, 2026 |
| Emerald Investment Advisers, LLC | History | New | 3,757 | 774 | 0.07% | — | 243 | +3,757 | New | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 3,700 | 762 | 0.0% | 0.01% | 244 | -312 | -7.78% | Q1 2026 | Apr 27, 2026 |
| Legacy Bridge, LLC | History | Added to | 3,678 | 758 | 0.29% | 0.31% | 245 | +80 | 2.22% | Q1 2026 | May 14, 2026 |
| Fiera Capital Corp | History | Added to | 3,672 | 756 | 0.0% | 0.0% | 246 | +416 | 12.78% | Q1 2026 | May 12, 2026 |
| Five Oceans Advisors | History | No change | 3,670 | 756 | 0.27% | 0.28% | 247 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,660 | 754 | 0.01% | 0.01% | 248 | +53 | 1.47% | Q1 2026 | Apr 14, 2026 |
| Grandview Asset Management LLC | History | No change | 3,663 | 754 | 0.22% | 0.22% | 249 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 3,644 | 750 | 0.0% | 0.0% | 250 | +305 | 9.13% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 3,635 | 749 | 0.01% | 0.01% | 251 | +270 | 8.02% | Q1 2026 | May 07, 2026 |
| SummitTX Capital, L.P. | History | Added to | 3,602 | 742 | 0.02% | 0.01% | 252 | +1,515 | 72.59% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 3,574 | 736 | 0.0% | 0.0% | 253 | +823 | 29.92% | Q1 2026 | May 04, 2026 |
| American Trust Investment Advisors, LLC | History | Added to | 3,540 | 729 | 0.4% | 0.2% | 254 | +1,830 | 107.02% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,530 | 727 | 0.03% | — | 255 | +3,530 | New | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Reduced | 3,524 | 726 | 0.18% | 0.19% | 256 | -60 | -1.67% | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,515 | 724 | 0.01% | 0.0% | 257 | +770 | 28.05% | Q1 2026 | Apr 15, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 3,447 | 710 | 0.21% | 0.2% | 258 | +282 | 8.91% | Q1 2026 | Apr 28, 2026 |
| True North Advisors, LLC | History | New | 3,430 | 706 | 0.08% | — | 259 | +3,430 | New | Q1 2026 | May 07, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 3,515 | 704 | 0.13% | 0.15% | 260 | +199 | 6.0% | Q1 2026 | Apr 29, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,402 | 701 | 0.02% | 0.02% | 261 | -905 | -21.01% | Q1 2026 | May 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 3,392 | 699 | 0.01% | 0.01% | 262 | -120 | -3.42% | Q1 2026 | May 08, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | New | 3,387 | 698 | 0.26% | — | 263 | +3,387 | New | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,384 | 697 | 0.0% | 0.0% | 264 | +144 | 4.44% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,380 | 696 | 0.01% | 0.01% | 265 | -580 | -14.65% | Q1 2026 | Apr 20, 2026 |
| Optas, LLC | History | Added to | 3,335 | 687 | 0.1% | 0.11% | 266 | +15 | 0.45% | Q1 2026 | Apr 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 3,326 | 685 | 0.01% | 0.02% | 267 | -300 | -8.27% | Q1 2026 | Apr 27, 2026 |
| J. Team Financial, Inc. | History | Added to | 3,288 | 677 | 0.76% | 0.66% | 268 | +207 | 6.72% | Q1 2026 | Apr 22, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 3,235 | 666 | 0.05% | 0.05% | 269 | +10 | 0.31% | Q1 2026 | May 05, 2026 |
| Ellevest, Inc. | History | New | 3,211 | 661 | 0.09% | — | 270 | +3,211 | New | Q1 2026 | May 11, 2026 |
| Plan A Wealth LLC | History | Added to | 3,159 | 651 | 0.31% | 0.32% | 271 | +69 | 2.23% | Q1 2026 | May 15, 2026 |
| Weaver Capital Management LLC | History | Reduced | 3,146 | 648 | 0.14% | 0.25% | 272 | -2,344 | -42.7% | Q1 2026 | Apr 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 3,081 | 634 | 0.07% | 0.08% | 273 | -421 | -12.02% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,012 | 620 | 0.01% | 0.01% | 274 | +258 | 9.37% | Q1 2026 | May 18, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 3,012 | 620 | 0.23% | 0.23% | 275 | -2 | -0.07% | Q1 2026 | May 18, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 31,285 | 619 | 0.0% | — | 276 | +31,285 | New | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,971 | 612 | 0.01% | 0.01% | 277 | +546 | 22.52% | Q1 2026 | Apr 10, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 3,264 | 609 | 0.04% | 0.05% | 278 | -264 | -7.48% | Q1 2026 | May 14, 2026 |
| REXFORD CAPITAL INC | History | Added to | 2,939 | 605 | 0.43% | 0.47% | 279 | +28 | 0.96% | Q1 2026 | Apr 23, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 2,914 | 600 | 0.14% | 0.14% | 280 | +49 | 1.71% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,908 | 599 | 0.01% | 0.01% | 281 | +835 | 40.28% | Q1 2026 | Apr 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,893 | 596 | 0.02% | 0.02% | 282 | +107 | 3.84% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,050 | 591 | 0.0% | 0.0% | 283 | +1,007 | 49.29% | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 2,858 | 589 | 0.04% | 0.03% | 284 | +430 | 17.71% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 2,801 | 577 | 0.0% | 0.0% | 285 | +686 | 32.43% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,785 | 573 | 0.02% | 0.02% | 286 | +122 | 4.58% | Q1 2026 | Apr 20, 2026 |
| Nilsine Partners, LLC | History | Added to | 2,907 | 558 | 0.04% | 0.05% | 287 | +406 | 16.23% | Q1 2026 | Apr 29, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 2,650 | 546 | 0.02% | 0.02% | 288 | +569 | 27.34% | Q1 2026 | Apr 21, 2026 |
| Abundance Wealth Counselors | History | Added to | 2,642 | 544 | 0.08% | 0.09% | 289 | +199 | 8.15% | Q1 2026 | Apr 22, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,603 | 536 | 0.21% | 0.22% | 290 | +40 | 1.56% | Q1 2026 | May 01, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 2,600 | 535 | 0.07% | — | 291 | +2,600 | New | Q1 2026 | Apr 30, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 2,546 | 524 | 0.12% | 0.24% | 292 | -2,010 | -44.12% | Q1 2026 | Apr 17, 2026 |
| West Family Investments, Inc. | History | Reduced | 2,523 | 519 | 0.18% | 0.17% | 293 | -881 | -25.88% | Q1 2026 | May 07, 2026 |
| Ascent Group, LLC | History | Reduced | 2,517 | 518 | 0.02% | 0.02% | 295 | -30 | -1.18% | Q1 2026 | May 15, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,517 | 518 | 0.03% | 0.04% | 294 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| May Hill Capital, LLC | History | Reduced | 2,499 | 515 | 0.13% | 0.14% | 296 | -8 | -0.32% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,480 | 511 | 0.0% | 0.0% | 297 | -679 | -21.49% | Q1 2026 | May 08, 2026 |
| Financial & Tax Architects, LLC | History | New | 2,473 | 509 | 0.11% | — | 298 | +2,473 | New | Q1 2026 | Apr 23, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 2,435 | 501 | 0.12% | 0.12% | 299 | -45 | -1.81% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,428 | 500 | 0.01% | 0.01% | 300 | -103 | -4.07% | Q1 2026 | May 15, 2026 |