SSGA Active Trust - TOTL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Reduced | 13,819,749 | 549,058 | 0.03% | 0.03% | 1 | -32 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,814,213 | 270,728 | 0.02% | 0.02% | 2 | +209,215 | 3.17% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,644,596 | 224,259 | 4.54% | 4.41% | 3 | +203,380 | 3.74% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 5,455,083 | 216,730 | 0.57% | 0.52% | 4 | +714,905 | 15.08% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,117,743 | 163,597 | 0.04% | 0.04% | 5 | +368,946 | 9.84% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 4,104,498 | 163,071 | 0.04% | 0.04% | 6 | +254,886 | 6.62% | Q1 2026 | May 06, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 2,540,874 | 100,948 | 5.34% | 5.2% | 7 | +88,823 | 3.62% | Q1 2026 | Apr 17, 2026 |
| UBS Group AG | History | Added to | 2,172,239 | 86,303 | 0.01% | 0.01% | 8 | +129,337 | 6.33% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,149,047 | 85,381 | 0.01% | 0.01% | 9 | +162,082 | 8.16% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,981,354 | 78,719 | 1.36% | 1.52% | 10 | +432,741 | 27.94% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,889,500 | 75,069 | 0.01% | 0.01% | 11 | +190,160 | 11.19% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,750,407 | 69,538 | 0.1% | 0.11% | 12 | -41,204 | -2.3% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 1,391,299 | 55,276 | 0.89% | 0.93% | 13 | -39,608 | -2.77% | Q1 2026 | Apr 27, 2026 |
| Cheviot Value Management, LLC | History | Added to | 1,379,788 | 54,818 | 5.51% | 5.02% | 14 | +110,517 | 8.71% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,361,468 | 54,092 | 0.01% | 0.01% | 15 | +187,383 | 15.96% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,332,420 | 52,822 | 0.08% | 0.05% | 16 | +324,841 | 32.24% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,202,762 | 47,701 | 0.1% | 0.12% | 17 | -914,661 | -43.2% | Q1 2026 | Apr 08, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 1,102,242 | 43,792 | 13.46% | 12.79% | 18 | +91,236 | 9.02% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 956,335 | 37,995 | 0.09% | 0.03% | 19 | +651,600 | 213.83% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 824,067 | 32,740 | 0.01% | 0.01% | 20 | +25,859 | 3.24% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 738,492 | 29,339 | 0.05% | 0.04% | 21 | +267,249 | 56.71% | Q1 2026 | May 14, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 725,961 | 28,842 | 4.77% | 4.43% | 22 | +68,363 | 10.4% | Q1 2026 | Apr 29, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 684,407 | 27,191 | 0.76% | 0.78% | 23 | -6,036 | -0.87% | Q1 2026 | May 12, 2026 |
| Janney Capital Management LLC | History | No change | 674,136 | 27,134 | 1.7% | 1.7% | 24 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 682,564 | 27,118 | 0.03% | 0.03% | 25 | +14,421 | 2.16% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Reduced | 677,572 | 26,696 | 0.3% | 0.43% | 26 | -170,172 | -20.07% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 664,368 | 26,396 | 0.05% | 0.05% | 27 | -5,303 | -0.79% | Q1 2026 | May 01, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 656,496 | 26,082 | 2.11% | 1.95% | 28 | +26,386 | 4.19% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 648,377 | 25,760 | 0.28% | 0.27% | 29 | +65,693 | 11.27% | Q1 2026 | Apr 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 606,616 | 24,100 | 0.31% | 0.3% | 30 | +29,036 | 5.03% | Q1 2026 | Apr 21, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 536,169 | 21,302 | 2.4% | 2.48% | 31 | +10,049 | 1.91% | Q1 2026 | Apr 07, 2026 |
| Journey Advisory Group, LLC | History | Added to | 513,876 | 20,416 | 1.74% | 0.66% | 32 | +317,523 | 161.71% | Q1 2026 | May 05, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 506,805 | 20,216 | 4.56% | 4.5% | 33 | +20,257 | 4.16% | Q1 2026 | Apr 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 504,844 | 20,057 | 0.01% | 0.01% | 34 | -130,847 | -20.58% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 500,961 | 19,903 | 0.01% | 0.01% | 35 | +96,418 | 23.83% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 493,688 | 19,870 | 1.49% | 1.49% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 467,143 | 18,559 | 1.14% | 0.95% | 37 | +89,063 | 23.56% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 437,046 | 17,363 | 0.02% | 0.02% | 38 | -39,602 | -8.31% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 431,982 | 17,163 | 0.04% | 0.04% | 39 | +24,193 | 5.93% | Q1 2026 | Apr 30, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 421,309 | 16,957 | 1.1% | 1.1% | 40 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Canal Capital Management, LLC | History | Added to | 409,472 | 16,268 | 2.2% | 2.18% | 41 | +27,689 | 7.25% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 398,826 | 15,845 | 0.0% | 0.0% | 42 | +357,739 | 870.69% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 365,058 | 14,503 | 0.02% | 0.02% | 43 | +8,230 | 2.31% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 361,910 | 14,378 | 0.07% | 0.07% | 44 | +38,727 | 11.98% | Q1 2026 | May 08, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 353,704 | 14,052 | 5.07% | 4.98% | 45 | +1,821 | 0.52% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 347,446 | 13,804 | 0.08% | 0.07% | 46 | +51,552 | 17.42% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 337,663 | 13,415 | 0.92% | 0.86% | 47 | +26,056 | 8.36% | Q1 2026 | Apr 21, 2026 |
| Denver PWM, LLC | History | Reduced | 323,044 | 12,799 | 4.4% | 5.33% | 48 | -74,917 | -18.83% | Q1 2026 | May 12, 2026 |
| VICUS CAPITAL | History | Added to | 319,644 | 12,699 | 0.93% | 0.91% | 49 | +16,811 | 5.55% | Q1 2026 | Apr 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 318,012 | 12,634 | 0.75% | 0.52% | 50 | +95,553 | 42.95% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 313,792 | 12,466 | 0.14% | 0.14% | 51 | +14,899 | 4.98% | Q1 2026 | Apr 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 295,837 | 11,753 | 0.06% | 0.05% | 52 | +28,886 | 10.82% | Q1 2026 | Apr 24, 2026 |
| M Wealth Management, LLC | History | Added to | 278,293 | 11,056 | 9.31% | 9.61% | 53 | +3,904 | 1.42% | Q1 2026 | May 15, 2026 |
| Ballew Advisors, Inc | History | Added to | 273,058 | 10,867 | 6.13% | 6.0% | 54 | +8,923 | 3.38% | Q1 2026 | Apr 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 267,823 | 10,640 | 0.53% | 0.47% | 55 | +45,161 | 20.28% | Q1 2026 | Apr 23, 2026 |
| Finivi Inc. | History | Added to | 264,473 | 10,507 | 5.74% | 5.37% | 56 | +33,774 | 14.64% | Q1 2026 | Apr 10, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 262,695 | 10,407 | 2.36% | 2.33% | 57 | -127,961 | -32.76% | Q1 2026 | Apr 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 253,475 | 10,070 | 1.13% | 0.99% | 58 | +25,376 | 11.12% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 253,323 | 10,064 | 0.01% | 0.01% | 59 | +9,674 | 3.97% | Q1 2026 | May 13, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 232,668 | 9,243 | 0.76% | 0.59% | 60 | +56,879 | 32.36% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 229,637 | 9,123 | 0.05% | 0.06% | 61 | +26,414 | 13.0% | Q1 2026 | May 15, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 224,720 | 8,928 | 2.34% | 2.13% | 62 | +28,417 | 14.48% | Q1 2026 | Apr 10, 2026 |
| Curi Capital, LLC | History | Reduced | 223,913 | 8,896 | 0.16% | 0.16% | 63 | -9,608 | -4.11% | Q1 2026 | May 15, 2026 |
| Stablepoint Partners, LLC | History | New | 211,583 | 8,406 | 1.25% | — | 64 | +211,583 | New | Q1 2026 | Apr 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 203,856 | 8,099 | 0.04% | 0.05% | 65 | -157,311 | -43.56% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 197,909 | 7,862 | 0.01% | 0.01% | 66 | -889 | -0.45% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Added to | 178,869 | 7,106 | 0.01% | 0.01% | 67 | +42,617 | 31.28% | Q1 2026 | May 06, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 175,958 | 7,082 | 0.52% | 0.52% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 175,883 | 6,987 | 0.03% | 0.05% | 69 | -120,351 | -40.63% | Q1 2026 | Apr 30, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 175,201 | 6,960 | 1.92% | 2.0% | 70 | +17,578 | 11.15% | Q1 2026 | Apr 09, 2026 |
| V2 Financial group LLC | History | Added to | 170,341 | 6,767 | 3.15% | 3.29% | 71 | +4,363 | 2.63% | Q1 2026 | May 04, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 168,226 | 6,683 | 3.91% | 4.16% | 72 | -509 | -0.3% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 165,906 | 6,576 | 0.0% | 0.0% | 73 | +27,836 | 20.16% | Q1 2026 | May 13, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 153,999 | 6,118 | 3.01% | 2.17% | 74 | +49,977 | 48.04% | Q1 2026 | Apr 17, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 153,949 | 6,116 | 0.82% | 1.17% | 75 | -75,447 | -32.89% | Q1 2026 | Apr 08, 2026 |
| Keystone Financial Group | History | Reduced | 144,755 | 5,752 | 0.39% | 0.46% | 76 | -10,607 | -6.83% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 141,694 | 5,629 | 0.48% | 0.37% | 77 | +32,382 | 29.62% | Q1 2026 | May 15, 2026 |
| Freedom Financial Partners LLC | History | Added to | 140,883 | 5,597 | 1.99% | 2.01% | 78 | +3,667 | 2.67% | Q1 2026 | Apr 16, 2026 |
| Visionary Wealth Advisors | History | Added to | 140,813 | 5,594 | 0.25% | 0.24% | 79 | +9,035 | 6.86% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 138,583 | 5,468 | 0.0% | 0.0% | 80 | +9,996 | 7.77% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | New | 135,199 | 5,371 | 0.15% | — | 82 | +135,199 | New | Q1 2026 | Apr 09, 2026 |
| Waverly Advisors, LLC | History | Reduced | 135,209 | 5,371 | 0.04% | 0.05% | 81 | -5,939 | -4.21% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 128,625 | 5,110 | 0.08% | 0.09% | 83 | +16,188 | 14.4% | Q1 2026 | May 15, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 124,334 | 4,939 | 1.9% | 1.63% | 84 | +16,277 | 15.06% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 116,015 | 4,609 | 0.01% | 0.01% | 85 | +2,858 | 2.53% | Q1 2026 | Apr 27, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 114,083 | 4,591 | 5.83% | — | 86 | +114,083 | New | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 112,837 | 4,482 | 0.0% | 0.0% | 87 | +9,013 | 8.68% | Q1 2026 | May 07, 2026 |
| Napier Financial, LLC | History | Reduced | 111,265 | 4,420 | 1.01% | 1.13% | 88 | -1,338 | -1.19% | Q1 2026 | May 05, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 96,976 | 4,410 | 3.05% | 0.18% | 89 | +91,187 | 1575.18% | Q1 2026 | Apr 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 109,333 | 4,343 | 0.05% | 0.05% | 90 | -1,081 | -0.98% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 109,144 | 4,336 | 1.19% | 1.05% | 91 | +19,061 | 21.16% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 104,383 | 4,147 | 0.1% | 0.1% | 92 | -6,387 | -5.77% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | New | 103,887 | 4,127 | 0.02% | — | 93 | +103,887 | New | Q1 2026 | May 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 102,220 | 4,061 | 1.82% | 1.83% | 94 | +1,276 | 1.26% | Q1 2026 | May 14, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 96,608 | 3,838 | 3.25% | 3.11% | 95 | -3,176 | -3.18% | Q1 2026 | Apr 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 96,470 | 3,832 | 0.02% | 0.03% | 96 | -11,543 | -10.69% | Q1 2026 | Apr 27, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 96,285 | 3,825 | 4.03% | 4.29% | 97 | -6,924 | -6.71% | Q1 2026 | May 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 93,614 | 3,719 | 0.16% | — | 98 | +93,614 | New | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 92,878 | 3,690 | 0.03% | 0.03% | 99 | -5,299 | -5.4% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 236,705 | 3,685 | 0.17% | 0.05% | 100 | -79,159 | -25.06% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 91,695 | 3,643 | 0.08% | 0.07% | 101 | +22,209 | 31.96% | Q1 2026 | May 04, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 90,132 | 3,627 | 0.12% | 0.12% | 102 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 90,520 | 3,596 | 0.95% | 0.9% | 103 | +8,433 | 10.27% | Q1 2026 | May 12, 2026 |
| Family Capital Trust Co | History | No change | 89,744 | 3,564 | 1.29% | 1.18% | 104 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 88,735 | 3,517 | 1.17% | 1.14% | 105 | +2,545 | 2.95% | Q1 2026 | Apr 27, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 86,521 | 3,437 | 0.43% | 0.5% | 106 | -14,570 | -14.41% | Q1 2026 | Apr 16, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 86,205 | 3,424 | 1.88% | 1.78% | 107 | +7,000 | 8.84% | Q1 2026 | Apr 27, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 85,085 | 3,380 | 2.25% | 2.46% | 108 | -4,976 | -5.53% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 84,901 | 3,373 | 0.08% | 0.08% | 109 | +294 | 0.35% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 81,106 | 3,215 | 0.12% | 0.14% | 110 | -11,171 | -12.11% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 80,752 | 3,208 | 0.01% | — | 111 | +80,752 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 79,507 | 3,200 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 77,302 | 3,071 | 1.69% | 1.81% | 113 | +6,376 | 8.99% | Q1 2026 | May 11, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 73,066 | 2,902 | 4.57% | 5.47% | 114 | -2,861 | -3.77% | Q1 2026 | Apr 13, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 69,645 | 2,767 | 1.5% | 0.61% | 115 | +36,015 | 107.09% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 69,634 | 2,766 | 0.0% | 0.0% | 116 | -7,504 | -9.73% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 67,643 | 2,687 | 0.09% | 0.06% | 117 | -11,684 | -14.73% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 60,971 | 2,422 | 0.01% | 0.01% | 118 | +3,826 | 6.7% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Reduced | 59,754 | 2,374 | 0.0% | 0.01% | 119 | -57,242 | -48.93% | Q1 2026 | May 15, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 58,778 | 2,335 | 0.69% | 0.67% | 120 | -821 | -1.38% | Q1 2026 | Apr 20, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 58,242 | 2,313 | 2.33% | 2.44% | 121 | -1,722 | -2.87% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 57,854 | 2,299 | 0.26% | 0.2% | 122 | +13,298 | 29.85% | Q1 2026 | Apr 16, 2026 |
| Jacobi Capital Management LLC | History | Added to | 56,201 | 2,232 | 0.12% | 0.13% | 123 | +228 | 0.41% | Q1 2026 | May 13, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 55,054 | 2,187 | 0.51% | 0.5% | 124 | +1,137 | 2.11% | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 54,854 | 2,179 | 0.71% | 0.7% | 125 | +2,988 | 5.76% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 53,267 | 2,116 | 0.2% | 0.03% | 126 | +44,631 | 516.8% | Q1 2026 | May 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 52,969 | 2,104 | 0.19% | 0.23% | 127 | +2,844 | 5.67% | Q1 2026 | May 12, 2026 |
| Fortis Advisors, LLC | History | Reduced | 51,732 | 2,055 | 1.03% | 1.19% | 128 | -2,880 | -5.27% | Q1 2026 | May 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 50,253 | 1,996 | 0.17% | — | 129 | +50,253 | New | Q1 2026 | Apr 15, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 50,149 | 1,992 | 0.28% | 0.27% | 130 | +998 | 2.03% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 49,914 | 1,983 | 0.12% | 0.31% | 131 | -68,217 | -57.75% | Q1 2026 | Apr 27, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 47,396 | 1,883 | 0.74% | 0.78% | 132 | -506 | -1.06% | Q1 2026 | Apr 08, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 46,070 | 1,842 | 0.07% | 0.09% | 133 | -8,987 | -16.32% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Reduced | 44,847 | 1,781 | 0.01% | 0.01% | 134 | -37,318 | -45.42% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | New | 43,041 | 1,710 | 0.39% | — | 135 | +43,041 | New | Q1 2026 | Apr 13, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 42,338 | 1,682 | 0.76% | 0.71% | 136 | +4 | 0.01% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | Reduced | 41,551 | 1,650 | 0.23% | 0.62% | 137 | -67,275 | -61.82% | Q1 2026 | May 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 39,364 | 1,563 | 0.06% | 0.06% | 138 | -2,256 | -5.42% | Q1 2026 | May 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 39,042 | 1,551 | 1.05% | 1.05% | 139 | -45 | -0.12% | Q1 2026 | May 13, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 38,679 | 1,536 | 0.06% | 0.07% | 140 | -502 | -1.28% | Q1 2026 | Apr 30, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 38,015 | 1,510 | 0.03% | — | 141 | +38,015 | New | Q1 2026 | May 15, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 37,194 | 1,477 | 1.47% | 1.07% | 142 | +10,772 | 40.77% | Q1 2026 | May 07, 2026 |
| Pointe Capital Management LLC | History | Added to | 36,735 | 1,459 | 0.72% | 0.67% | 143 | +3,087 | 9.17% | Q1 2026 | May 15, 2026 |
| SK Wealth Management, LLC | History | Reduced | 36,744 | 1,455 | 0.4% | 0.42% | 144 | -333 | -0.9% | Q1 2026 | May 06, 2026 |
| Marshall Financial Group, LLC | History | Added to | 36,456 | 1,448 | 0.23% | 0.28% | 145 | +761 | 2.13% | Q1 2026 | Apr 10, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 35,549 | 1,412 | 0.37% | 0.29% | 146 | +3,410 | 10.61% | Q1 2026 | May 11, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 35,389 | 1,408 | 0.1% | 0.11% | 147 | -372 | -1.04% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 35,167 | 1,397 | 0.0% | 0.0% | 148 | -6,765 | -16.13% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 35,172 | 1,397 | 0.07% | 0.06% | 149 | +3,528 | 11.15% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 35,134 | 1,395 | 0.1% | 0.11% | 150 | -1,262 | -3.47% | Q1 2026 | Apr 14, 2026 |
| Cooper Financial Group | History | Reduced | 34,789 | 1,382 | 0.14% | 0.15% | 151 | -383 | -1.09% | Q1 2026 | Apr 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 34,769 | 1,381 | 0.73% | — | 152 | +34,769 | New | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 34,657 | 1,376 | 0.03% | 0.03% | 153 | -318 | -0.91% | Q1 2026 | May 11, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 33,030 | 1,312 | 0.33% | 0.35% | 154 | -500 | -1.49% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 32,856 | 1,305 | 0.0% | 0.0% | 155 | -12 | -0.04% | Q1 2026 | May 14, 2026 |
| Atlas Wealth LLC | History | Reduced | 31,618 | 1,256 | 0.38% | 0.57% | 156 | -15,163 | -32.41% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 30,513 | 1,212 | 0.11% | 0.11% | 157 | +701 | 2.35% | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 29,988 | 1,207 | 0.01% | 0.01% | 158 | +2,056 | 7.36% | Q1 2026 | May 15, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 30,130 | 1,197 | 0.7% | 0.95% | 159 | -10,727 | -26.25% | Q1 2026 | May 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 30,000 | 1,191 | 0.13% | 0.04% | 160 | +20,000 | 200.0% | Q1 2026 | May 07, 2026 |
| MBL Wealth, LLC | History | Reduced | 28,414 | 1,128 | 0.09% | 0.1% | 161 | -1,161 | -3.93% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 28,039 | 1,113 | 0.02% | 0.02% | 162 | +1,356 | 5.08% | Q1 2026 | May 01, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 27,491 | 1,091 | 0.14% | 0.11% | 163 | +6,439 | 30.59% | Q1 2026 | Apr 30, 2026 |
| MOTCO | History | Reduced | 26,556 | 1,055 | 0.1% | 0.1% | 164 | -270 | -1.01% | Q1 2026 | Apr 22, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 26,036 | 1,034 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 26,014 | 1,033 | 0.01% | 0.01% | 166 | +5,002 | 23.81% | Q1 2026 | May 01, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 24,250 | 968 | 0.27% | 0.32% | 167 | -70 | -0.29% | Q1 2026 | Apr 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 24,293 | 965 | 0.08% | 0.07% | 168 | +2,687 | 12.44% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,202 | 961 | 0.0% | — | 169 | +24,202 | New | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 24,064 | 956 | 0.01% | 0.01% | 170 | -19,528 | -44.8% | Q1 2026 | Apr 15, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 23,975 | 952 | 0.11% | 0.11% | 171 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 23,472 | 929 | 0.01% | 0.01% | 172 | -6,545 | -21.8% | Q1 2026 | Apr 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 23,179 | 920 | 0.11% | 0.12% | 173 | -182 | -0.78% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | New | 22,966 | 912 | 0.01% | — | 175 | +22,966 | New | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 23,155 | 912 | 0.02% | 0.04% | 174 | +2,404 | 11.58% | Q1 2026 | May 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 22,762 | 904 | 0.59% | 0.48% | 176 | +4,012 | 21.4% | Q1 2026 | Apr 24, 2026 |
| BCS Wealth Management | History | Reduced | 21,314 | 846 | 0.17% | 0.16% | 178 | -17,416 | -44.97% | Q1 2026 | Apr 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 21,294 | 846 | 0.04% | 0.04% | 177 | +1,122 | 5.56% | Q1 2026 | Apr 28, 2026 |
| Alaethes Wealth, LLC | History | Added to | 20,216 | 803 | 0.23% | 0.15% | 179 | +7,028 | 53.29% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | New | 20,040 | 796 | 0.04% | — | 180 | +20,040 | New | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 19,704 | 782 | 0.04% | 0.03% | 181 | +2,319 | 13.34% | Q1 2026 | May 05, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 19,367 | 772 | 0.26% | 0.26% | 182 | +178 | 0.93% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 19,420 | 771 | 0.07% | 0.07% | 183 | -68 | -0.35% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 19,133 | 760 | 0.02% | — | 184 | +19,133 | New | Q1 2026 | May 15, 2026 |
| Sachetta, LLC | History | Reduced | 18,672 | 741 | 0.4% | 0.45% | 185 | -1,683 | -8.27% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,184 | 722 | 0.01% | 0.01% | 186 | +373 | 2.09% | Q1 2026 | May 18, 2026 |
| Trilogy Capital Inc. | History | Added to | 18,115 | 719 | 0.03% | 0.03% | 187 | +4 | 0.02% | Q1 2026 | Apr 21, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 17,730 | 704 | 0.0% | 0.0% | 188 | -49 | -0.28% | Q1 2026 | May 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 17,706 | 703 | 0.12% | 0.12% | 189 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 17,022 | 676 | 0.01% | 0.01% | 190 | +8,144 | 91.73% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 16,649 | 661 | 0.0% | 0.0% | 191 | -1,342 | -7.46% | Q1 2026 | May 12, 2026 |
| Unified Investment Management | History | Added to | 16,519 | 656 | 0.67% | 0.64% | 192 | +674 | 4.25% | Q1 2026 | Apr 29, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 16,265 | 646 | 0.28% | 0.28% | 193 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 16,226 | 644 | 0.34% | 0.37% | 194 | -216 | -1.31% | Q1 2026 | May 04, 2026 |
| WJ Wealth Management, LLC | History | Added to | 15,909 | 632 | 0.3% | 0.18% | 195 | +5,699 | 55.82% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 15,851 | 629 | 0.02% | 0.03% | 196 | -1,198 | -7.03% | Q1 2026 | May 19, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 15,701 | 623 | 0.04% | 0.02% | 197 | +10,177 | 184.23% | Q1 2026 | May 18, 2026 |
| Independent Wealth Network Inc. | History | New | 15,654 | 621 | 0.18% | — | 198 | +15,654 | New | Q1 2026 | Apr 20, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 15,409 | 612 | 0.04% | 0.03% | 199 | +3,760 | 32.28% | Q1 2026 | Apr 30, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 15,314 | 608 | 0.12% | 0.1% | 200 | +1,802 | 13.34% | Q1 2026 | Apr 09, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 14,882 | 599 | 0.37% | 0.37% | 201 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 14,934 | 594 | 0.03% | 0.04% | 202 | -1,037 | -6.49% | Q1 2026 | Apr 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 14,846 | 589 | 0.07% | 0.07% | 203 | +82 | 0.56% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 14,799 | 587 | 0.01% | 0.01% | 204 | +1,357 | 10.1% | Q1 2026 | May 06, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 14,758 | 586 | 0.28% | 0.25% | 205 | +754 | 5.38% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 14,680 | 585 | 0.01% | 0.01% | 206 | +274 | 1.9% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 14,655 | 582 | 0.03% | 0.0% | 207 | +12,067 | 466.27% | Q1 2026 | May 18, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 14,483 | 575 | 0.02% | 0.03% | 208 | +8,251 | 132.4% | Q1 2026 | May 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 14,044 | 557 | 0.2% | 0.19% | 209 | -335 | -2.33% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,748 | 553 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 13,829 | 549 | 0.12% | 0.11% | 211 | -132 | -0.95% | Q1 2026 | Apr 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 13,800 | 548 | 0.0% | 0.0% | 212 | +6,300 | 84.0% | Q1 2026 | May 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 13,785 | 547 | 0.08% | 0.08% | 213 | -184 | -1.32% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 13,661 | 542 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 13,407 | 532 | 0.01% | 0.01% | 215 | +620 | 4.85% | Q1 2026 | May 15, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 13,370 | 531 | 0.37% | 0.32% | 216 | +1,683 | 14.4% | Q1 2026 | May 08, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 13,052 | 518 | 0.2% | 0.19% | 217 | +104 | 0.8% | Q1 2026 | Apr 24, 2026 |
| Westmount Partners, LLC | History | Added to | 12,834 | 509 | 0.13% | 0.12% | 218 | +793 | 6.59% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,472 | 495 | 0.0% | 0.0% | 219 | -728 | -5.52% | Q1 2026 | May 04, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 12,464 | 495 | 0.03% | 0.04% | 220 | -569 | -4.37% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | Added to | 12,336 | 490 | 0.1% | 0.04% | 221 | +7,385 | 149.16% | Q1 2026 | May 13, 2026 |
| Addison Capital Co | History | Added to | 12,315 | 489 | 0.09% | 0.1% | 222 | +2,341 | 23.47% | Q1 2026 | Apr 29, 2026 |
| Vantus Wealth LLC | History | No change | 11,990 | 482 | 0.36% | 0.36% | 223 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 11,963 | 475 | 0.1% | 0.09% | 224 | +248 | 2.12% | Q1 2026 | Apr 16, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 11,770 | 469 | 0.05% | 0.07% | 225 | -673 | -5.41% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 11,742 | 466 | 0.0% | 0.0% | 226 | +1,899 | 19.29% | Q1 2026 | Apr 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 11,592 | 460 | 0.01% | 0.01% | 227 | +320 | 2.84% | Q1 2026 | May 12, 2026 |
| Curtis Advisory Group, LLC | History | No change | 11,444 | 454 | 0.1% | 0.1% | 228 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 11,304 | 449 | 0.23% | 0.23% | 229 | +680 | 6.4% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 11,086 | 440 | 0.0% | 0.0% | 230 | +419 | 3.93% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 10,979 | 436 | 0.03% | 0.36% | 231 | -109,076 | -90.86% | Q1 2026 | May 05, 2026 |
| Ballast Financial Advisors LLC | History | No change | 10,771 | 427 | 0.44% | 0.45% | 232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Heritage Financial Services, LLC | History | No change | 10,521 | 423 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Added to | 10,575 | 420 | 0.01% | 0.01% | 234 | +448 | 4.42% | Q1 2026 | Apr 27, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 10,501 | 417 | 0.08% | 0.13% | 235 | -6,988 | -39.96% | Q1 2026 | Apr 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 10,425 | 414 | 0.01% | 0.01% | 236 | +28 | 0.27% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,350 | 411 | 0.01% | 0.01% | 237 | -231 | -2.18% | Q1 2026 | Apr 23, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 10,120 | 402 | 0.24% | 0.28% | 238 | +61 | 0.61% | Q1 2026 | May 11, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 9,593 | 381 | 0.16% | 0.18% | 239 | -646 | -6.31% | Q1 2026 | Apr 15, 2026 |
| LexAurum Advisors, LLC | History | New | 9,583 | 380 | 0.05% | — | 240 | +9,583 | New | Q1 2026 | Apr 13, 2026 |
| Smart Portfolios, LLC | History | Added to | 9,380 | 372 | 0.37% | 0.37% | 241 | +192 | 2.09% | Q1 2026 | May 01, 2026 |
| Elevation Advisory Partners LLC | History | New | 9,174 | 369 | 0.34% | — | 242 | +9,174 | New | Q1 2026 | May 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 9,213 | 366 | 0.23% | 0.09% | 243 | +1,911 | 26.17% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 9,147 | 363 | 0.01% | 0.01% | 244 | -614 | -6.29% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | New | 9,029 | 358 | 0.01% | — | 245 | +9,029 | New | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,872 | 352 | 0.01% | — | 246 | +8,872 | New | Q1 2026 | May 01, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 8,858 | 351 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 8,829 | 350 | 0.1% | 0.11% | 248 | -791 | -8.22% | Q1 2026 | Apr 17, 2026 |
| Continuum Advisory, LLC | History | Added to | 8,814 | 350 | 0.03% | 0.04% | 249 | +25 | 0.28% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 8,763 | 348 | 0.0% | — | 250 | +8,763 | New | Q1 2026 | May 08, 2026 |
| American Trust | History | Reduced | 8,671 | 344 | 0.03% | 0.03% | 251 | -93 | -1.06% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Added to | 8,542 | 339 | 0.0% | 0.0% | 252 | +99 | 1.17% | Q1 2026 | May 05, 2026 |
| Helium Advisors LLC | History | Reduced | 8,368 | 332 | 0.32% | 0.43% | 253 | -2,069 | -19.82% | Q1 2026 | May 05, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 8,175 | 324 | 0.08% | 0.35% | 254 | -1,247 | -13.23% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,064 | 320 | 0.02% | 0.02% | 255 | +977 | 13.79% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,912 | 314 | 0.0% | 0.0% | 256 | +1,000 | 14.47% | Q1 2026 | Apr 28, 2026 |
| SYM FINANCIAL Corp | History | Added to | 7,866 | 312 | 0.03% | 0.03% | 257 | +123 | 1.59% | Q1 2026 | May 08, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 7,850 | 310 | 0.22% | 3.5% | 258 | -110,756 | -93.38% | Q1 2026 | Apr 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 7,714 | 306 | 0.02% | 0.02% | 259 | +807 | 11.68% | Q1 2026 | Apr 30, 2026 |
| Aufman Associates Inc | History | Reduced | 7,653 | 304 | 0.15% | 0.16% | 261 | -72 | -0.93% | Q1 2026 | May 15, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 7,675 | 304 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Patten Group, Inc. | History | Added to | 7,494 | 297 | 0.05% | 0.05% | 262 | +129 | 1.75% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY TRUST CO | History | New | 7,400 | 294 | 0.0% | — | 264 | +7,400 | New | Q1 2026 | May 15, 2026 |
| Saiph Capital, LLC | History | Added to | 7,412 | 294 | 0.11% | 0.1% | 263 | +769 | 11.58% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 7,367 | 292 | 0.01% | 0.01% | 265 | -651 | -8.12% | Q1 2026 | Apr 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 7,348 | 291 | 0.01% | 0.01% | 266 | -2,545 | -25.73% | Q1 2026 | May 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 7,194 | 285 | 0.19% | 0.15% | 267 | +1,343 | 22.95% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 7,138 | 283 | 0.06% | 0.07% | 269 | -954 | -11.79% | Q1 2026 | May 05, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 7,135 | 283 | 0.0% | 0.0% | 268 | +20 | 0.28% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 6,932 | 275 | 0.0% | 0.0% | 270 | +747 | 12.08% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 6,915 | 274 | 0.01% | 0.01% | 271 | -221 | -3.1% | Q1 2026 | Apr 27, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,870 | 272 | 0.02% | 0.02% | 272 | +50 | 0.73% | Q1 2026 | Apr 24, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 6,756 | 268 | 0.12% | 0.12% | 273 | +214 | 3.27% | Q1 2026 | May 08, 2026 |
| Objective Capital Management, LLC | History | New | 6,700 | 266 | 0.27% | — | 274 | +6,700 | New | Q1 2026 | May 04, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 6,682 | 265 | 0.12% | 0.13% | 275 | -2,613 | -28.11% | Q1 2026 | May 05, 2026 |
| Inspire Advisors, LLC | History | New | 6,645 | 264 | 0.02% | — | 276 | +6,645 | New | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 6,478 | 260 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Reduced | 6,537 | 259 | 0.06% | 0.15% | 278 | -8,425 | -56.31% | Q1 2026 | Apr 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 6,349 | 252 | 0.01% | — | 279 | +6,349 | New | Q1 2026 | Apr 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 6,236 | 247 | 0.02% | 0.02% | 280 | -1,312 | -17.38% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,194 | 246 | 0.0% | — | 281 | +6,194 | New | Q1 2026 | May 12, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 6,168 | 245 | 0.07% | 0.09% | 282 | -1,415 | -18.66% | Q1 2026 | Apr 30, 2026 |
| Signature Equity Partners, LLC | History | Added to | 6,188 | 245 | 0.13% | 0.12% | 283 | +702 | 12.8% | Q1 2026 | May 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 6,146 | 244 | 0.03% | 0.03% | 284 | -150 | -2.38% | Q1 2026 | May 05, 2026 |
| DKM Wealth Management, Inc. | History | No change | 6,076 | 241 | 0.17% | 0.18% | 285 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 6,025 | 240 | 0.04% | 0.06% | 286 | -1,790 | -22.9% | Q1 2026 | May 08, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 6,052 | 240 | 0.05% | 0.05% | 287 | +572 | 10.44% | Q1 2026 | May 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 5,811 | 230 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 5,770 | 229 | 0.39% | 1.04% | 289 | -23,638 | -80.38% | Q1 2026 | Apr 22, 2026 |
| Pettinga Financial Advisors LLC | History | New | 5,738 | 227 | 0.04% | — | 290 | +5,738 | New | Q1 2026 | Apr 13, 2026 |
| Center For Asset Management LLC | History | New | 5,654 | 224 | 0.11% | — | 291 | +5,654 | New | Q1 2026 | Apr 16, 2026 |
| Chris Bulman Inc | History | Reduced | 5,553 | 220 | 0.1% | 0.1% | 292 | -62 | -1.1% | Q1 2026 | Apr 13, 2026 |
| Hudson Capital Management LLC | History | New | 5,520 | 219 | 0.06% | — | 293 | +5,520 | New | Q1 2026 | Apr 13, 2026 |
| LongView Asset Management LLC | History | No change | 5,361 | 215 | 0.15% | 0.15% | 294 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 5,400 | 214 | 0.04% | 0.04% | 295 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,343 | 212 | 0.0% | 0.01% | 296 | -716 | -11.82% | Q1 2026 | Apr 13, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 5,302 | 210 | 0.03% | 0.19% | 298 | -31,217 | -85.48% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Reduced | 5,300 | 210 | 0.0% | 0.0% | 297 | -1,258 | -19.18% | Q1 2026 | May 04, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 5,250 | 208 | 0.14% | — | 299 | +5,250 | New | Q1 2026 | Apr 16, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 5,226 | 207 | 0.1% | 0.1% | 300 | +429 | 8.94% | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,145 | 204 | 0.01% | 0.01% | 301 | -12 | -0.23% | Q1 2026 | May 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,800 | 190 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 4,508 | 179 | 0.02% | 0.03% | 303 | -174 | -3.72% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | No change | 4,186 | 166 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 4,143 | 164 | 0.12% | 0.11% | 305 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| Northwest Capital Management Inc | History | No change | 3,672 | 147 | 0.64% | 0.64% | 306 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 3,523 | 139 | 0.0% | — | 307 | +3,523 | New | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 3,514 | 139 | 0.0% | — | 308 | +3,514 | New | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 3,435 | 136 | 0.09% | 0.09% | 309 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 3,372 | 133 | 0.0% | 0.0% | 310 | +1,684 | 99.76% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,283 | 130 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NFSG Corp | History | Added to | 2,979 | 118 | 0.02% | 0.02% | 312 | +24 | 0.81% | Q1 2026 | May 05, 2026 |
| EASTERN BANK | History | No change | 2,635 | 104 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,258 | 89 | 0.0% | 0.0% | 314 | -134 | -5.6% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | New | 2,134 | 84 | 0.0% | — | 316 | +2,134 | New | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,090 | 84 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 2,080 | 82 | 0.02% | 0.02% | 317 | -460 | -18.11% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,932 | 76 | 0.0% | — | 318 | +1,932 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 1,709 | 67 | 0.0% | 0.0% | 319 | +2 | 0.12% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 1,642 | 65 | 0.01% | 1.97% | 321 | -423,866 | -99.61% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,626 | 65 | 0.0% | 0.0% | 320 | -1,077 | -39.84% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | No change | 1,587 | 63 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,600 | 63 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,583 | 62 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,478 | 58 | 0.0% | 0.0% | 325 | -1 | -0.07% | Q1 2026 | Apr 07, 2026 |
| Motiv8 Investments LLC | History | No change | 1,338 | 54 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,206 | 47 | 0.02% | 0.02% | 327 | -36 | -2.9% | Q1 2026 | May 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,171 | 46 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,109 | 44 | 0.0% | 0.0% | 329 | +609 | 121.8% | Q1 2026 | Apr 21, 2026 |
| United Community Bank | History | New | 1,000 | 39 | 0.01% | — | 331 | +1,000 | New | Q1 2026 | Apr 24, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 1,003 | 39 | 0.03% | 0.04% | 330 | -303 | -23.2% | Q1 2026 | Apr 30, 2026 |
| New Millennium Group LLC | History | No change | 920 | 37 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | No change | 921 | 36 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pacifica Partners Inc. | History | Reduced | 885 | 35 | 0.01% | 0.02% | 334 | -206 | -18.88% | Q1 2026 | Apr 09, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 877 | 34 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | No change | 822 | 32 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 795 | 31 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 770 | 30 | 0.0% | 0.0% | 338 | +135 | 21.26% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 737 | 29 | 0.0% | 0.0% | 339 | +6 | 0.82% | Q1 2026 | May 15, 2026 |
| PROTECTIVE LIFE CORP | History | New | 643 | 25 | 0.08% | — | 340 | +643 | New | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 626 | 24 | 0.0% | 0.0% | 341 | -75 | -10.7% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 535 | 21 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 552 | 21 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | New | 510 | 20 | 0.0% | — | 344 | +510 | New | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 417 | 16 | 0.0% | 0.0% | 346 | -500 | -54.53% | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 404 | 16 | 0.0% | 0.01% | 345 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 315 | 12 | 0.0% | — | 348 | +315 | New | Q1 2026 | May 08, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 312 | 12 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 206 | 8 | 0.0% | — | 349 | +206 | New | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 201 | 7 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 185 | 7 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LAM GROUP, INC. | History | New | 155 | 6 | 0.0% | — | 353 | +155 | New | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | Added to | 158 | 6 | 0.0% | 0.0% | 352 | +26 | 19.7% | Q1 2026 | Apr 27, 2026 |
| TD Capital Management LLC | History | Added to | 131 | 5 | 0.0% | 0.0% | 354 | +1 | 0.77% | Q1 2026 | May 11, 2026 |
| Vision Retirement, LLC | History | No change | 136 | 5 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 113 | 4 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 90 | 3 | 0.0% | — | 358 | -3,532 | -97.52% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 63 | 2 | 0.0% | — | 361 | +63 | New | Q1 2026 | May 13, 2026 |
| Eukles Asset Management | History | New | 63 | 2 | 0.0% | — | 362 | +63 | New | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LRI Investments, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Graney & King, LLC | History | New | 26 | 1 | 0.0% | — | 366 | +26 | New | Q1 2026 | May 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 35 | 1 | 0.0% | — | 364 | +15 | 75.0% | Q1 2026 | May 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 46 | 1 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BankPlus Trust Department | History | No change | 28 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Closed out | 0 | 0 | — | 9.75% | — | -188,134 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -148,572 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.47% | — | -104,763 | -100.0% | Q1 2026 | Apr 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,135 | -100.0% | Q1 2026 | May 15, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -31,029 | -100.0% | Q1 2026 | May 04, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -21,439 | -100.0% | Q1 2026 | May 07, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -20,524 | -100.0% | Q1 2026 | May 05, 2026 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,350 | -100.0% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,800 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -10,533 | -100.0% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,066 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -9,722 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,021 | -100.0% | Q1 2026 | May 01, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,399 | -100.0% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,489 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,459 | -100.0% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,102 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,257 | -100.0% | Q1 2026 | May 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,950 | -100.0% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,922 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,581 | -100.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -495 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 11 | 0 | — | 0.0% | — | -34 | -75.56% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |