iSHARES TRUST - USHY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 95,360,826 | 3,474,949 | 1.67% | 2.01% | 1 | +7,349,728 | 8.35% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | Reduced | 61,458,457 | 2,264,129 | 13.26% | 18.75% | 2 | -1,762,417 | -2.79% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 46,168,967 | 1,700,864 | 0.32% | 0.3% | 3 | +2,622,071 | 6.02% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 33,695,245 | 1,241,332 | 0.16% | 0.17% | 4 | -2,847,917 | -7.79% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 25,237,173 | 929,737 | 0.14% | 0.01% | 5 | +23,027,857 | 1042.31% | Q1 2026 | May 05, 2026 |
| Corebridge Financial, Inc. | History | New | 23,179,735 | 845,596 | 77.5% | — | 6 | +23,179,735 | New | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 22,926,529 | 844,613 | 0.01% | 0.01% | 7 | +1,994,887 | 9.53% | Q1 2026 | May 13, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 22,630,000 | 833,689 | 4.92% | 3.35% | 8 | +5,670,000 | 33.43% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 21,285,168 | 784,145 | 0.06% | 0.09% | 9 | -11,230,657 | -34.54% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 20,917,029 | 770,583 | 0.09% | 0.09% | 10 | +1,165,818 | 5.9% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,440,895 | 716,202 | 0.22% | 0.21% | 11 | +1,099,345 | 5.99% | Q1 2026 | May 14, 2026 |
| Japan Science & Technology Agency | History | No change | 14,319,906 | 527,545 | 10.96% | 9.84% | 12 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 14,080,000 | 518,707 | 4.08% | 4.2% | 13 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 12,575,624 | 463,286 | 0.03% | 0.03% | 14 | -715,446 | -5.38% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 11,282,244 | 411,576 | 3.14% | — | 15 | +11,282,244 | New | Q1 2026 | May 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 10,057,165 | 370,505 | 0.59% | 0.64% | 16 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 8,044,193 | 296,348 | 0.02% | 0.01% | 17 | +2,298,365 | 40.0% | Q1 2026 | May 15, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 7,098,608 | 261,512 | 15.11% | 13.46% | 18 | -569,616 | -7.43% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 6,215,055 | 228,963 | 0.44% | 0.42% | 19 | -121,038 | -1.91% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,653,753 | 208,284 | 0.04% | 0.01% | 20 | +3,826,133 | 209.35% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,386,933 | 198,421 | 0.05% | 0.06% | 21 | -4,175 | -0.08% | Q1 2026 | May 04, 2026 |
| NEPC LLC | History | Added to | 5,230,809 | 192,703 | 3.84% | 3.33% | 22 | +1,051,520 | 25.16% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 5,224,371 | 192,465 | 0.1% | 0.1% | 23 | -119,725 | -2.24% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,146,879 | 187,758 | 0.01% | 0.03% | 24 | -6,757,570 | -56.77% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,878,232 | 179,715 | 0.03% | 0.02% | 25 | +824,693 | 20.35% | Q1 2026 | May 15, 2026 |
| Polianta Ltd | History | Reduced | 4,835,000 | 178,121 | 23.64% | 23.87% | 26 | -42,000 | -0.86% | Q1 2026 | Apr 16, 2026 |
| LPL Financial LLC | History | Reduced | 4,636,622 | 170,813 | 0.05% | 0.06% | 27 | -826,070 | -15.12% | Q1 2026 | May 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,289,399 | 158,021 | 0.61% | — | 28 | +4,289,399 | New | Q1 2026 | May 12, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 3,745,000 | 137,965 | 2.27% | 0.38% | 29 | +3,075,000 | 458.96% | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 3,090,034 | 113,836 | 3.34% | 3.02% | 30 | +379,829 | 14.01% | Q1 2026 | Apr 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 3,054,526 | 112,345 | 0.19% | 0.0% | 31 | +3,054,499 | 11312959.26% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Added to | 2,610,139 | 96,157 | 2.64% | 2.64% | 32 | +268,154 | 11.45% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 2,384,873 | 87,858 | 0.18% | 0.18% | 33 | +20,660 | 0.87% | Q1 2026 | May 06, 2026 |
| Ninety One UK Ltd | History | Added to | 2,294,198 | 84,518 | 0.2% | 0.07% | 34 | +1,429,782 | 165.4% | Q1 2026 | Apr 24, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 2,218,483 | 81,728 | 4.45% | 7.4% | 35 | -1,609,645 | -42.05% | Q1 2026 | May 21, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 2,145,287 | 79,032 | 0.07% | 0.08% | 36 | -785,496 | -26.8% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 2,019,143 | 74,385 | 0.2% | 0.17% | 37 | +375,750 | 22.86% | Q1 2026 | May 14, 2026 |
| South Dakota Investment Council | History | Added to | 1,963,000 | 72,317 | 1.38% | 1.37% | 38 | +37,000 | 1.92% | Q1 2026 | May 18, 2026 |
| Cerity Partners LLC | History | Added to | 1,962,075 | 72,282 | 0.1% | 0.1% | 39 | +172,724 | 9.65% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 1,906,112 | 70,221 | 0.13% | 0.13% | 40 | +110,936 | 6.18% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,883,482 | 69,387 | 0.1% | 0.08% | 41 | +299,976 | 18.94% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,823,481 | 67,177 | 0.01% | 0.02% | 42 | -572,670 | -23.9% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,796,164 | 66,170 | 0.03% | 0.04% | 43 | -196,746 | -9.87% | Q1 2026 | May 15, 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC | History | Added to | 1,706,723 | 64,150 | 7.72% | 5.08% | 44 | +426,498 | 33.31% | Q1 2026 | May 12, 2026 |
| REBALANCE, LLC | History | Added to | 1,738,234 | 64,036 | 3.72% | 3.67% | 45 | +57,780 | 3.44% | Q1 2026 | May 11, 2026 |
| Bricktown Capital, LLC | History | Reduced | 1,550,648 | 57,125 | 11.25% | 10.17% | 46 | -64,500 | -3.99% | Q1 2026 | Apr 16, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | Added to | 1,485,000 | 54,707 | 4.38% | 2.39% | 47 | +813,949 | 121.29% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 1,428,025 | 52,608 | 3.79% | 3.92% | 48 | -108,200 | -7.04% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,401,275 | 51,622 | 0.08% | 0.08% | 49 | +30,095 | 2.19% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 1,355,000 | 49,918 | 0.56% | 0.51% | 50 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 1,316,148 | 48,486 | 2.18% | 0.04% | 51 | +1,291,408 | 5219.92% | Q1 2026 | Apr 21, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 1,256,588 | 46,292 | 3.88% | 4.28% | 52 | -221,759 | -15.0% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,253,028 | 46,161 | 0.07% | 0.06% | 53 | +182,482 | 17.05% | Q1 2026 | May 14, 2026 |
| BARINGS LLC | History | Added to | 1,236,891 | 45,567 | 0.74% | 0.82% | 54 | +45,891 | 3.85% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 1,186,924 | 43,726 | 0.1% | 0.12% | 55 | -217,209 | -15.47% | Q1 2026 | May 05, 2026 |
| ALLSTATE CORP | History | Reduced | 1,169,660 | 43,090 | 0.46% | 0.6% | 56 | -3,123 | -0.27% | Q1 2026 | May 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,167,140 | 43,081 | 1.37% | 0.26% | 57 | +966,554 | 481.87% | Q1 2026 | May 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,122,151 | 41,340 | 0.01% | 0.01% | 58 | +67,955 | 6.45% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,107,412 | 40,796 | 0.06% | 0.06% | 59 | -37,643 | -3.29% | Q1 2026 | May 15, 2026 |
| DSC Meridian Capital LP | History | Added to | 1,084,952 | 39,969 | 12.29% | 8.38% | 60 | +233,277 | 27.39% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,082,373 | 39,874 | 0.46% | 0.47% | 61 | +54,953 | 5.35% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,069,482 | 39,399 | 0.04% | 0.05% | 62 | -109,833 | -9.31% | Q1 2026 | May 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 1,030,800 | 38,331 | 0.01% | 0.01% | 63 | +221,000 | 27.29% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,024,609 | 38,207 | 1.47% | 1.54% | 64 | +6,324 | 0.62% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,015,935 | 37,427 | 0.05% | 0.05% | 65 | -60,661 | -5.63% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 1,007,587 | 37,119 | 0.04% | 0.05% | 66 | -225,603 | -18.29% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,004,215 | 36,995 | 0.03% | 0.03% | 67 | +45,592 | 4.76% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 533,875 | 36,744 | 0.24% | 0.14% | 68 | -30,622 | -5.42% | Q1 2026 | May 15, 2026 |
| Roberts Financial Services LLC | History | Reduced | 975,269 | 35,928 | 11.43% | 13.57% | 69 | -180,780 | -15.64% | Q1 2026 | Apr 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 952,495 | 35,089 | 0.3% | 0.27% | 70 | +118,908 | 14.26% | Q1 2026 | May 07, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 817,088 | 30,101 | 0.2% | 0.18% | 71 | +107,460 | 15.14% | Q1 2026 | May 07, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 800,000 | 29,472 | 0.11% | 0.26% | 72 | -1,100,000 | -57.89% | Q1 2026 | May 05, 2026 |
| Chandler Asset Management, Inc. | History | New | 787,925 | 29,027 | 4.4% | — | 73 | +787,925 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 783,000 | 28,845 | 0.44% | 3.26% | 74 | -6,687,000 | -89.52% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 779,104 | 28,702 | 0.03% | 0.01% | 75 | +517,665 | 198.01% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 685,069 | 25,237 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 674,540 | 24,728 | 0.12% | 0.13% | 77 | +25,868 | 3.99% | Q1 2026 | May 15, 2026 |
| Santa Clara Valley Transportation Authority | History | No change | 660,479 | 24,332 | 20.23% | 20.76% | 78 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stockman Wealth Management, Inc. | History | New | 650,112 | 23,950 | 2.64% | — | 79 | +650,112 | New | Q1 2026 | Apr 13, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 632,632 | 23,913 | 0.05% | 0.04% | 80 | +316,316 | 100.0% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 629,422 | 23,187 | 0.52% | 0.53% | 81 | +16,099 | 2.62% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 618,250 | 22,776 | 0.01% | 0.01% | 82 | +5,229 | 0.85% | Q1 2026 | May 07, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 610,700 | 22,498 | 0.53% | 0.77% | 83 | -143,300 | -19.01% | Q1 2026 | May 12, 2026 |
| Keeler Thomas Management LLC | History | Added to | 596,575 | 21,977 | 9.3% | 3.52% | 84 | +399,216 | 202.28% | Q1 2026 | May 11, 2026 |
| Alaska Permanent Fund Corp | History | New | 576,619 | 21,467 | 1.37% | — | 85 | +576,619 | New | Q1 2026 | May 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 554,761 | 20,437 | 0.01% | 0.01% | 86 | +514 | 0.09% | Q1 2026 | May 12, 2026 |
| Counterpoint Mutual Funds LLC | History | Reduced | 554,241 | 20,418 | 3.07% | 41.77% | 87 | -14,525,170 | -96.32% | Q1 2026 | Apr 27, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 512,430 | 18,877 | 3.75% | 3.71% | 88 | +40,556 | 8.59% | Q1 2026 | May 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 494,734 | 18,226 | 1.32% | 1.39% | 89 | -80,424 | -13.98% | Q1 2026 | Apr 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 493,792 | 18,185 | 0.0% | 0.01% | 90 | -115,801 | -19.0% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 482,761 | 18,052 | 0.01% | 0.01% | 91 | +14,121 | 3.01% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 482,749 | 17,914 | 0.58% | 0.58% | 92 | +40,841 | 9.24% | Q1 2026 | Apr 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 481,267 | 17,729 | 0.25% | 0.18% | 93 | +117,101 | 32.16% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 475,071 | 17,501 | 0.02% | 0.03% | 94 | -88,479 | -15.7% | Q1 2026 | Apr 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 466,268 | 17,177 | 0.04% | 0.02% | 95 | +304,319 | 187.91% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 438,976 | 16,171 | 0.04% | — | 96 | +438,976 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 424,907 | 15,653 | 0.02% | 0.03% | 97 | -229,336 | -35.05% | Q1 2026 | Apr 27, 2026 |
| Nuveen, LLC | History | Reduced | 409,081 | 15,397 | 0.0% | 0.0% | 98 | -57,919 | -12.4% | Q1 2026 | Apr 30, 2026 |
| Trajan Wealth LLC | History | Added to | 417,736 | 15,389 | 0.62% | 0.6% | 99 | +35,503 | 9.29% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 412,241 | 15,186 | 0.15% | 0.2% | 100 | -122,116 | -22.85% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 409,957 | 15,102 | 0.0% | 0.0% | 101 | +177,858 | 76.63% | Q1 2026 | May 06, 2026 |
| Horizon Investments, LLC | History | Added to | 409,410 | 14,906 | 0.17% | 0.06% | 102 | +283,062 | 224.03% | Q1 2026 | May 14, 2026 |
| Summit Wealth Group, LLC | History | Added to | 396,549 | 14,608 | 3.35% | 3.24% | 103 | +25,969 | 7.01% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 390,748 | 14,395 | 0.04% | 0.03% | 104 | +101,592 | 35.13% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | New | 375,564 | 13,835 | 0.17% | — | 105 | +375,564 | New | Q1 2026 | May 12, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 373,064 | 13,749 | 3.4% | 3.63% | 106 | -56,363 | -13.13% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 359,171 | 13,231 | 0.02% | 0.02% | 107 | +13,755 | 3.98% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 348,281 | 12,830 | 0.83% | 0.73% | 108 | +49,203 | 16.45% | Q1 2026 | Apr 15, 2026 |
| CVS HEALTH Corp | History | Added to | 348,100 | 12,824 | 6.04% | 7.41% | 109 | +80,000 | 29.84% | Q1 2026 | May 07, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 346,410 | 12,761 | 1.4% | 1.34% | 110 | +36,806 | 11.89% | Q1 2026 | May 11, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 333,242 | 12,276 | 0.07% | 0.06% | 111 | +47,089 | 16.46% | Q1 2026 | Apr 22, 2026 |
| Grove Bank & Trust | History | Added to | 331,294 | 12,204 | 1.38% | 1.32% | 112 | +17,856 | 5.7% | Q1 2026 | Apr 08, 2026 |
| CNO Financial Group, Inc. | History | No change | 320,000 | 11,788 | 6.76% | 6.78% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 315,939 | 11,639 | 0.4% | 0.39% | 114 | +18,971 | 6.39% | Q1 2026 | Apr 07, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 310,219 | 11,430 | 0.96% | 0.79% | 115 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| FC Advisory LLC | History | Added to | 295,374 | 10,881 | 3.18% | 3.07% | 116 | +9,402 | 3.29% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Reduced | 279,282 | 10,288 | 0.0% | 0.0% | 117 | -6,467 | -2.26% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Added to | 271,908 | 10,017 | 0.53% | 0.23% | 118 | +164,294 | 152.67% | Q1 2026 | May 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 262,764 | 9,680 | 0.93% | 0.36% | 119 | +163,144 | 163.77% | Q1 2026 | Apr 10, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 262,025 | 9,652 | 1.86% | 1.45% | 120 | +72,077 | 37.95% | Q1 2026 | Apr 21, 2026 |
| HOWE & RUSLING INC | History | Added to | 260,418 | 9,593 | 0.63% | 0.6% | 121 | +17,680 | 7.28% | Q1 2026 | Apr 28, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 238,825 | 8,798 | 2.42% | 2.42% | 122 | +6,604 | 2.84% | Q1 2026 | Apr 14, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 235,560 | 8,678 | 1.02% | 1.13% | 123 | -21,551 | -8.38% | Q1 2026 | Apr 10, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 262,800 | 8,650 | 4.01% | — | 124 | +262,800 | New | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | Added to | 232,203 | 8,554 | 0.01% | 0.01% | 125 | +10,369 | 4.67% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 231,443 | 8,526 | 0.52% | 0.88% | 126 | -9,537,469 | -97.63% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 223,489 | 8,357 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | Added to | 220,196 | 8,112 | 0.11% | 0.11% | 128 | +8,533 | 4.03% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 210,090 | 7,739 | 0.04% | 0.04% | 129 | -6,899 | -3.18% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 206,293 | 7,599 | 0.04% | 0.04% | 130 | +20,983 | 11.32% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 203,491 | 7,496 | 0.03% | 0.05% | 131 | -165,527 | -44.86% | Q1 2026 | May 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 201,447 | 7,421 | 0.28% | 0.36% | 132 | -57,379 | -22.17% | Q1 2026 | May 12, 2026 |
| PAYDEN & RYGEL | History | New | 199,187 | 7,338 | 0.56% | — | 133 | +199,187 | New | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 195,873 | 7,215 | 0.2% | 0.2% | 134 | +3,381 | 1.76% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 192,332 | 7,064 | 0.12% | 0.13% | 135 | +1,117 | 0.58% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 184,474 | 6,898 | 0.14% | 0.14% | 136 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Single Point Partners, LLC | History | Added to | 185,317 | 6,827 | 1.36% | 1.33% | 137 | +5,018 | 2.78% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Reduced | 183,722 | 6,768 | 0.11% | 0.11% | 138 | -4,420 | -2.35% | Q1 2026 | Apr 27, 2026 |
| Integrated Advisors Network LLC | History | Added to | 179,847 | 6,625 | 0.35% | 0.24% | 139 | +34,940 | 24.11% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Management, Inc. | History | Added to | 176,375 | 6,497 | 1.04% | 0.99% | 140 | +14,473 | 8.94% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 176,662 | 6,492 | 0.04% | 0.05% | 141 | -63,827 | -26.54% | Q1 2026 | May 15, 2026 |
| PPM AMERICA INC/IL | History | New | 175,800 | 6,476 | 39.01% | — | 142 | +175,800 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 174,672 | 6,434 | 0.01% | 0.0% | 143 | +174,386 | 60974.13% | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 173,868 | 6,405 | 0.15% | 0.15% | 144 | +10,091 | 6.16% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 173,293 | 6,384 | 0.01% | 0.01% | 145 | +7,086 | 4.26% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Added to | 171,834 | 6,330 | 0.22% | 0.22% | 146 | +3,342 | 1.98% | Q1 2026 | May 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 171,322 | 6,311 | 0.75% | 0.85% | 147 | +2,040 | 1.21% | Q1 2026 | Apr 30, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 167,572 | 6,173 | 2.74% | 4.04% | 148 | -70,188 | -29.52% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 162,061 | 5,963 | 0.01% | 0.01% | 149 | -77,515 | -32.36% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Reduced | 159,957 | 5,892 | 0.0% | 0.0% | 150 | -4,470 | -2.72% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 159,691 | 5,883 | 0.0% | 0.0% | 151 | -11,786 | -6.87% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 159,641 | 5,881 | 0.09% | — | 152 | +159,641 | New | Q1 2026 | May 15, 2026 |
| Angel Oak Capital Advisors, LLC | History | Reduced | 158,936 | 5,855 | 6.51% | 19.67% | 153 | -202,956 | -56.08% | Q1 2026 | May 12, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | New | 157,862 | 5,815 | 0.03% | — | 154 | +157,862 | New | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 157,468 | 5,801 | 0.0% | 0.0% | 155 | +18,756 | 13.52% | Q1 2026 | Apr 30, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 153,486 | 5,739 | 0.83% | 0.83% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 153,357 | 5,649 | 0.06% | 0.08% | 157 | -24,206 | -13.63% | Q1 2026 | Apr 20, 2026 |
| Aberdeen Group plc | History | Reduced | 149,055 | 5,491 | 0.01% | 0.03% | 158 | -290,805 | -66.11% | Q1 2026 | Apr 29, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 147,190 | 5,422 | 2.97% | 4.67% | 159 | -81,919 | -35.76% | Q1 2026 | May 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 145,337 | 5,394 | 0.3% | 0.29% | 160 | +14,111 | 10.75% | Q1 2026 | Apr 17, 2026 |
| Chesapeake Wealth Management | History | Added to | 144,568 | 5,325 | 1.63% | 1.57% | 161 | +3,835 | 2.73% | Q1 2026 | May 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 143,611 | 5,290 | 0.04% | 0.02% | 162 | +77,503 | 117.24% | Q1 2026 | Apr 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 140,327 | 5,169 | 0.1% | 0.09% | 163 | +18,825 | 15.49% | Q1 2026 | Apr 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 135,740 | 5,000 | 0.35% | — | 164 | +135,740 | New | Q1 2026 | May 15, 2026 |
| Twele Capital Management, Inc. | History | Added to | 135,532 | 4,992 | 0.89% | 0.71% | 165 | +28,927 | 27.13% | Q1 2026 | Apr 07, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 135,112 | 4,977 | 2.18% | 2.85% | 166 | -32,977 | -19.62% | Q1 2026 | Apr 27, 2026 |
| Ellevest, Inc. | History | Added to | 134,202 | 4,943 | 0.69% | 0.67% | 167 | +3,847 | 2.95% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 133,162 | 4,905 | 0.01% | 0.02% | 168 | -41,954 | -23.96% | Q1 2026 | May 04, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 131,199 | 4,833 | 2.5% | 2.31% | 169 | +4,636 | 3.66% | Q1 2026 | May 06, 2026 |
| ALPS ADVISORS INC | History | Reduced | 130,733 | 4,816 | 0.02% | 0.08% | 170 | -257,190 | -66.3% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 128,576 | 4,736 | 0.02% | 0.02% | 171 | -16,597 | -11.43% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 127,142 | 4,683 | 0.0% | 0.01% | 172 | -207,017 | -61.95% | Q1 2026 | May 05, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 125,049 | 4,606 | 0.0% | 0.0% | 173 | +59,228 | 89.98% | Q1 2026 | May 13, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 123,500 | 4,549 | 0.27% | 0.36% | 174 | -45,000 | -26.71% | Q1 2026 | May 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 122,086 | 4,497 | 0.18% | 0.18% | 175 | -4,800 | -3.78% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | Added to | 121,281 | 4,467 | 0.05% | 0.03% | 176 | +86,619 | 249.9% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 121,182 | 4,464 | 0.04% | 0.03% | 177 | -5,634 | -4.44% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 117,178 | 4,316 | 0.01% | 0.01% | 178 | -101,343 | -46.38% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 115,235 | 4,245 | 0.03% | 0.04% | 179 | -8,961 | -7.22% | Q1 2026 | Apr 07, 2026 |
| Counterweight Ventures, LLC | History | Added to | 113,590 | 4,184 | 2.35% | 1.98% | 180 | +19,029 | 20.12% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 112,905 | 4,159 | 0.08% | 0.1% | 181 | -21,889 | -16.24% | Q1 2026 | May 11, 2026 |
| Gibbs Wealth Management | History | Added to | 112,738 | 4,153 | 0.55% | 0.67% | 182 | +39,403 | 53.73% | Q1 2026 | May 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 104,657 | 3,852 | 0.33% | 0.22% | 183 | +43,932 | 72.35% | Q1 2026 | May 14, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 103,890 | 3,827 | 0.85% | 0.8% | 184 | +8,489 | 8.9% | Q1 2026 | Apr 23, 2026 |
| Paragon Advisors, LLC | History | Reduced | 102,375 | 3,771 | 1.02% | 1.12% | 185 | -8,305 | -7.5% | Q1 2026 | May 04, 2026 |
| American Trust | History | Reduced | 101,805 | 3,750 | 0.33% | 0.33% | 186 | -1,755 | -1.69% | Q1 2026 | May 01, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 101,369 | 3,734 | 0.49% | 0.54% | 187 | -8,279 | -7.55% | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 100,390 | 3,698 | 0.02% | 0.01% | 188 | +2,157 | 2.2% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 97,011 | 3,627 | 1.06% | 1.06% | 189 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Marble Wealth, LLC | History | Added to | 97,772 | 3,601 | 0.63% | 0.47% | 190 | +7,042 | 7.76% | Q1 2026 | May 14, 2026 |
| SWS Partners | History | Reduced | 97,011 | 3,573 | 0.88% | 0.88% | 191 | -794 | -0.81% | Q1 2026 | Apr 21, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 95,986 | 3,536 | 0.62% | 0.6% | 192 | +4,069 | 4.43% | Q1 2026 | Apr 23, 2026 |
| Ethos Financial Group, LLC | History | Added to | 95,196 | 3,507 | 0.26% | 0.26% | 193 | +929 | 0.99% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 95,133 | 3,504 | 0.0% | 0.0% | 194 | +13,640 | 16.74% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 93,740 | 3,453 | 0.01% | — | 195 | +93,740 | New | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 92,747 | 3,416 | 0.09% | — | 197 | +92,747 | New | Q1 2026 | May 15, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 92,751 | 3,416 | 2.28% | 1.9% | 196 | -9,938 | -9.68% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 91,164 | 3,358 | 0.25% | 0.27% | 198 | +46,929 | 106.09% | Q1 2026 | Apr 28, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 91,150 | 3,357 | 2.16% | 2.46% | 199 | -1,356 | -1.47% | Q1 2026 | Apr 23, 2026 |
| Charles Schwab Trust Co | History | Reduced | 91,036 | 3,353 | 0.22% | 0.24% | 200 | -5,826 | -6.01% | Q1 2026 | Apr 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 88,754 | 3,269 | 0.06% | 0.06% | 201 | -5,559 | -5.89% | Q1 2026 | May 07, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 82,826 | 3,051 | 0.33% | 0.36% | 202 | -2,517 | -2.95% | Q1 2026 | Apr 24, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 81,270 | 2,993 | 1.93% | 1.87% | 203 | +4,841 | 6.33% | Q1 2026 | May 12, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | New | 81,000 | 2,984 | 0.11% | — | 204 | +81,000 | New | Q1 2026 | May 06, 2026 |
| Peak Planning Group, LLC | History | Added to | 77,248 | 2,845 | 0.79% | 0.58% | 205 | +22,284 | 40.54% | Q1 2026 | Apr 22, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 76,069 | 2,797 | 0.78% | 0.8% | 206 | +2,933 | 4.01% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 75,040 | 2,764 | 0.03% | 0.03% | 207 | +683 | 0.92% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 74,724 | 2,752 | 0.08% | 0.02% | 208 | +57,309 | 329.08% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 73,060 | 2,691 | 0.0% | 0.0% | 209 | -52,850 | -41.97% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 72,431 | 2,668 | 0.04% | 0.2% | 210 | -273,902 | -79.09% | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | Reduced | 71,666 | 2,640 | 0.08% | 0.14% | 211 | -16,352 | -18.58% | Q1 2026 | Apr 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 71,641 | 2,639 | 0.09% | 0.09% | 212 | +424 | 0.6% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 71,094 | 2,619 | 0.16% | 0.16% | 213 | +8,592 | 13.75% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 70,961 | 2,614 | 0.06% | 0.04% | 214 | +16,489 | 30.27% | Q1 2026 | May 01, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 70,841 | 2,609 | 0.91% | 1.06% | 215 | -6,528 | -8.44% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 69,408 | 2,556 | 0.02% | 0.02% | 216 | +10,784 | 18.4% | Q1 2026 | Apr 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 68,750 | 2,532 | 0.0% | — | 217 | +68,750 | New | Q1 2026 | May 15, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 68,224 | 2,513 | 0.75% | 0.72% | 218 | +85 | 0.12% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | New | 66,660 | 2,455 | 0.19% | — | 219 | +66,660 | New | Q1 2026 | Apr 22, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 66,403 | 2,446 | 0.34% | 0.33% | 220 | -932 | -1.38% | Q1 2026 | Apr 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 65,250 | 2,403 | 0.01% | 0.01% | 221 | +2,797 | 4.48% | Q1 2026 | Apr 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 64,331 | 2,369 | 0.02% | 0.02% | 222 | -2,303 | -3.46% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 63,732 | 2,347 | 0.05% | 0.06% | 223 | -14,985 | -19.04% | Q1 2026 | May 14, 2026 |
| Q3 Asset Management | History | New | 63,081 | 2,323 | 0.56% | — | 224 | +63,081 | New | Q1 2026 | Apr 28, 2026 |
| Proficio Capital Partners LLC | History | New | 63,041 | 2,322 | 0.12% | — | 225 | +63,041 | New | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 62,562 | 2,304 | 0.17% | 0.18% | 226 | +4,276 | 7.34% | Q1 2026 | Apr 30, 2026 |
| Unison Advisors LLC | History | Added to | 62,098 | 2,287 | 0.17% | 0.2% | 227 | +1,636 | 2.71% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Reduced | 61,826 | 2,277 | 0.06% | 0.08% | 228 | -13,451 | -17.87% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 61,682 | 2,272 | 0.03% | 0.02% | 229 | +14,904 | 31.86% | Q1 2026 | Apr 20, 2026 |
| Procyon Advisors, LLC | History | Added to | 60,187 | 2,217 | 0.11% | 0.08% | 230 | +15,783 | 35.54% | Q1 2026 | May 04, 2026 |
| HM PAYSON & CO | History | New | 58,711 | 2,162 | 0.03% | — | 231 | +58,711 | New | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 58,147 | 2,142 | 0.01% | 0.01% | 232 | -16,292 | -21.89% | Q1 2026 | Apr 22, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 58,072 | 2,139 | 1.59% | 1.55% | 233 | +3,079 | 5.6% | Q1 2026 | Apr 20, 2026 |
| Choate Investment Advisors | History | Added to | 56,926 | 2,097 | 0.04% | 0.03% | 234 | +9,557 | 20.18% | Q1 2026 | May 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 56,099 | 2,066 | 0.65% | 0.59% | 235 | +5,493 | 10.85% | Q1 2026 | Apr 16, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 55,145 | 2,031 | 0.26% | 0.26% | 236 | +2,000 | 3.76% | Q1 2026 | May 15, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 54,730 | 2,016 | 0.06% | 0.06% | 237 | +3,396 | 6.62% | Q1 2026 | May 15, 2026 |
| Innovative Wealth Building LLC | History | Added to | 54,559 | 2,009 | 1.41% | 1.4% | 238 | +3,256 | 6.35% | Q1 2026 | May 01, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 54,262 | 1,999 | 0.02% | 0.02% | 239 | -10,012 | -15.58% | Q1 2026 | May 15, 2026 |
| Windsor Capital Management, LLC | History | Added to | 52,577 | 1,936 | 0.55% | 0.44% | 240 | +10,146 | 23.91% | Q1 2026 | Apr 10, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 52,118 | 1,920 | 0.35% | 0.31% | 241 | +5,157 | 10.98% | Q1 2026 | May 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 52,005 | 1,915 | 0.12% | 0.13% | 242 | -1,043 | -1.97% | Q1 2026 | Apr 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 51,584 | 1,900 | 0.09% | 0.08% | 243 | +1,256 | 2.5% | Q1 2026 | May 06, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 50,554 | 1,862 | 0.11% | 0.12% | 244 | -3,459 | -6.4% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 50,328 | 1,854 | 0.0% | 0.0% | 245 | -7,520 | -13.0% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 48,821 | 1,817 | 0.14% | 0.14% | 246 | +5,052 | 11.54% | Q1 2026 | May 01, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 49,178 | 1,811 | 0.29% | 0.45% | 247 | -24,870 | -33.59% | Q1 2026 | Apr 15, 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | History | No change | 48,550 | 1,788 | 1.18% | 1.17% | 248 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 47,530 | 1,751 | 0.41% | 0.4% | 249 | +585 | 1.25% | Q1 2026 | Apr 17, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 46,878 | 1,726 | 0.4% | 0.4% | 250 | +2,405 | 5.41% | Q1 2026 | May 07, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 47,000 | 1,715 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 46,506 | 1,713 | 0.06% | 0.05% | 252 | +9,980 | 27.32% | Q1 2026 | Apr 20, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 45,369 | 1,671 | 0.28% | 0.06% | 253 | +35,660 | 367.29% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 44,112 | 1,669 | 0.0% | 0.0% | 254 | -72,270 | -62.1% | Q1 2026 | May 14, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 44,927 | 1,655 | 0.06% | 0.1% | 256 | -13,226 | -22.74% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 44,927 | 1,655 | 0.01% | 0.01% | 255 | +1,806 | 4.19% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 44,909 | 1,654 | 0.02% | 0.03% | 257 | -4,444 | -9.0% | Q1 2026 | May 15, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | New | 45,000 | 1,641 | 1.9% | — | 258 | +45,000 | New | Q1 2026 | Apr 30, 2026 |
| Neumann Capital Management, LLC | History | Added to | 44,077 | 1,623 | 0.48% | 0.36% | 259 | +10,817 | 32.52% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 43,979 | 1,620 | 0.0% | 0.0% | 260 | +7,870 | 21.8% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 43,801 | 1,613 | 0.05% | 0.04% | 261 | +1,031 | 2.41% | Q1 2026 | Apr 23, 2026 |
| AGF MANAGEMENT LTD | History | New | 43,500 | 1,602 | 0.01% | — | 262 | +43,500 | New | Q1 2026 | May 07, 2026 |
| CGN Advisors LLC | History | Added to | 43,480 | 1,601 | 0.13% | 0.12% | 263 | +2,687 | 6.59% | Q1 2026 | Apr 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 42,957 | 1,582 | 0.1% | — | 264 | +42,957 | New | Q1 2026 | Apr 16, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 42,783 | 1,576 | 0.97% | — | 265 | +42,783 | New | Q1 2026 | Apr 28, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 42,612 | 1,575 | 0.35% | 0.09% | 266 | +32,846 | 336.33% | Q1 2026 | May 08, 2026 |
| Encompass More Asset Management | History | New | 42,434 | 1,563 | 0.26% | — | 267 | +42,434 | New | Q1 2026 | Apr 28, 2026 |
| Bison Wealth, LLC | History | Reduced | 42,176 | 1,559 | 0.15% | 0.23% | 268 | -12,838 | -23.34% | Q1 2026 | May 15, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 41,539 | 1,546 | 1.05% | 1.05% | 269 | +1,040 | 2.57% | Q1 2026 | Apr 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 41,441 | 1,526 | 0.03% | 0.03% | 270 | +2,862 | 7.42% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 41,083 | 1,513 | 0.11% | 0.11% | 271 | +3,523 | 9.38% | Q1 2026 | Apr 22, 2026 |
| M Holdings Securities, Inc. | History | Added to | 40,896 | 1,507 | 0.1% | 0.08% | 272 | +10,538 | 34.71% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 40,440 | 1,489 | 0.02% | 0.02% | 273 | -1,904 | -4.5% | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 39,403 | 1,451 | 0.17% | 0.57% | 274 | -72,160 | -64.68% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 38,013 | 1,400 | 0.02% | 0.02% | 275 | +413 | 1.1% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 37,751 | 1,390 | 0.02% | 0.03% | 276 | +1,774 | 4.93% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 37,407 | 1,378 | 0.0% | 0.0% | 277 | +604 | 1.64% | Q1 2026 | May 06, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 37,069 | 1,365 | 0.86% | 0.86% | 278 | -276 | -0.74% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Added to | 36,934 | 1,360 | 0.07% | 0.05% | 279 | +8,093 | 28.06% | Q1 2026 | May 05, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 36,805 | 1,355 | 0.04% | 0.03% | 280 | +8,854 | 31.68% | Q1 2026 | May 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 36,700 | 1,352 | 0.95% | 0.9% | 281 | -3,500 | -8.71% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 36,239 | 1,349 | 0.03% | 0.03% | 282 | +804 | 2.27% | Q1 2026 | May 04, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 1,336 | 1.09% | 1.09% | 283 | +1 | New | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 35,918 | 1,323 | 0.03% | 0.03% | 284 | +4,335 | 13.73% | Q1 2026 | May 04, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 35,178 | 1,295 | 0.51% | 0.51% | 285 | +1,516 | 4.5% | Q1 2026 | Apr 22, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 34,766 | 1,280 | 0.19% | 0.22% | 286 | +3,279 | 10.41% | Q1 2026 | May 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 34,676 | 1,277 | 0.17% | 0.49% | 287 | -71,110 | -67.22% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 34,481 | 1,270 | 0.0% | 0.0% | 288 | +16,988 | 97.11% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 34,490 | 1,270 | 0.02% | 0.01% | 289 | +10,002 | 40.84% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 33,925 | 1,249 | 0.01% | — | 290 | +33,925 | New | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 33,043 | 1,235 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 33,348 | 1,228 | 0.4% | 3.79% | 292 | -301,319 | -90.04% | Q1 2026 | Apr 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 33,099 | 1,219 | 0.01% | 0.01% | 293 | -55,875 | -62.8% | Q1 2026 | Apr 29, 2026 |
| XY Planning Network, Inc. | History | Added to | 33,183 | 1,218 | 0.19% | 0.21% | 294 | +798 | 2.46% | Q1 2026 | Apr 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 32,728 | 1,205 | 0.17% | 0.05% | 295 | +22,583 | 222.6% | Q1 2026 | Apr 21, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 32,240 | 1,187 | 0.06% | 0.04% | 296 | +9,026 | 38.88% | Q1 2026 | May 04, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 32,020 | 1,179 | 0.95% | 1.14% | 297 | -3,192 | -9.07% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 31,863 | 1,173 | 0.01% | 0.01% | 298 | -220 | -0.69% | Q1 2026 | May 12, 2026 |
| Vestwell Advisors, LLC | History | Reduced | 31,844 | 1,173 | 0.32% | 0.18% | 299 | -56 | -0.18% | Q1 2026 | May 18, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 31,578 | 1,163 | 0.68% | 0.67% | 300 | +627 | 2.03% | Q1 2026 | Apr 17, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 30,875 | 1,137 | 0.09% | 0.07% | 301 | +7,000 | 29.32% | Q1 2026 | May 11, 2026 |
| Security Financial Services, INC. | History | No change | 30,368 | 1,135 | 0.18% | 0.18% | 302 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 30,465 | 1,122 | 0.51% | 0.54% | 303 | +1,548 | 5.35% | Q1 2026 | Apr 20, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 29,918 | 1,102 | 0.01% | 0.09% | 304 | -205,294 | -87.28% | Q1 2026 | May 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 29,614 | 1,090 | 0.33% | 0.21% | 305 | +3,325 | 12.65% | Q1 2026 | May 12, 2026 |
| Frontier Asset Management, LLC | History | New | 29,310 | 1,079 | 0.23% | — | 306 | +29,310 | New | Q1 2026 | May 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 28,588 | 1,053 | 0.12% | 0.11% | 307 | +243 | 0.86% | Q1 2026 | Apr 23, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 28,523 | 1,050 | 0.3% | 0.29% | 308 | +106 | 0.37% | Q1 2026 | Apr 16, 2026 |
| Ninety One North America, Inc. | History | Added to | 28,468 | 1,048 | 0.05% | 0.03% | 309 | +6,398 | 28.99% | Q1 2026 | Apr 24, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 28,404 | 1,046 | 0.04% | 0.05% | 310 | -2,970 | -9.47% | Q1 2026 | May 08, 2026 |
| Forum Finance Group S.A. | History | New | 35,295 | 1,039 | 0.56% | — | 311 | +35,295 | New | Q1 2026 | May 07, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 27,834 | 1,025 | 0.52% | 0.46% | 312 | +4,722 | 20.43% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 27,333 | 1,006 | 0.07% | 0.06% | 313 | +4,007 | 17.18% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 27,179 | 1,001 | 0.03% | 0.04% | 314 | +761 | 2.88% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Added to | 26,784 | 986 | 0.03% | 0.03% | 315 | +2,321 | 9.49% | Q1 2026 | May 18, 2026 |
| Winch Advisory Services, LLC | History | Added to | 25,829 | 951 | 0.22% | 0.21% | 316 | +913 | 3.66% | Q1 2026 | Apr 30, 2026 |
| CAP Partners, LLC | History | Added to | 25,689 | 946 | 0.53% | 0.53% | 317 | +810 | 3.26% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 25,511 | 939 | 0.0% | 0.0% | 318 | -1,405 | -5.22% | Q1 2026 | Apr 24, 2026 |
| Cynosure Group, LLC | History | Added to | 25,478 | 938 | 0.12% | 0.07% | 319 | +7,290 | 40.08% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 25,068 | 923 | 0.0% | 0.0% | 320 | -2,796 | -10.03% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 24,958 | 919 | 0.01% | 0.01% | 321 | +3,495 | 16.28% | Q1 2026 | Apr 14, 2026 |
| Portfolio Strategies, Inc. | History | Added to | 24,539 | 904 | 0.11% | 0.11% | 322 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 23,969 | 883 | 0.29% | 0.3% | 323 | +1,544 | 6.89% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 23,936 | 881 | 0.01% | 0.0% | 324 | +13,464 | 128.57% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 23,294 | 858 | 0.0% | 0.0% | 325 | +13,186 | 130.45% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,371 | 858 | 0.01% | 0.01% | 326 | +6,359 | 37.38% | Q1 2026 | Apr 07, 2026 |
| Argent Trust Co | History | Added to | 23,194 | 854 | 0.03% | 0.03% | 327 | +3,313 | 16.66% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 23,137 | 852 | 0.06% | 0.07% | 328 | -750 | -3.14% | Q1 2026 | Apr 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 23,075 | 850 | 0.05% | 0.05% | 329 | -1,985 | -7.92% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 22,994 | 847 | 0.03% | 0.03% | 330 | -144 | -0.62% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 22,701 | 836 | 0.01% | 0.01% | 331 | +4,019 | 21.51% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Reduced | 22,242 | 819 | 0.02% | 0.02% | 332 | -1,312 | -5.57% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 22,000 | 810 | 0.01% | 0.01% | 333 | +3,397 | 18.26% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 21,893 | 806 | 0.05% | 0.08% | 334 | -9,704 | -30.71% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 21,199 | 792 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 21,451 | 790 | 0.29% | 0.31% | 336 | -1,393 | -6.1% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 21,405 | 788 | 0.0% | 0.0% | 337 | +830 | 4.03% | Q1 2026 | May 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 20,963 | 772 | 0.02% | 4.12% | 338 | -4,589,270 | -99.55% | Q1 2026 | Apr 21, 2026 |
| Avior Wealth Management, LLC | History | Added to | 20,692 | 762 | 0.02% | 0.02% | 339 | +970 | 4.92% | Q1 2026 | Apr 09, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 20,457 | 753 | 0.02% | 0.02% | 340 | -1,987 | -8.85% | Q1 2026 | May 15, 2026 |
| Petix & Botte Co | History | No change | 20,174 | 743 | 0.17% | 0.17% | 341 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Israel Discount Bank of New York | History | Reduced | 19,747 | 727 | 1.59% | 2.08% | 342 | -692 | -3.39% | Q1 2026 | Apr 06, 2026 |
| Compound Planning, Inc. | History | Added to | 19,627 | 723 | 0.02% | 0.02% | 343 | +962 | 5.15% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 19,448 | 716 | 0.02% | 0.01% | 344 | +12,086 | 164.17% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 19,278 | 710 | 0.02% | 0.01% | 345 | +4,771 | 32.89% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 19,253 | 709 | 0.21% | 0.23% | 346 | -653 | -3.28% | Q1 2026 | Apr 20, 2026 |
| RVW Wealth, LLC | History | Reduced | 18,951 | 698 | 0.05% | 0.06% | 347 | -700 | -3.56% | Q1 2026 | Apr 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 18,814 | 693 | 0.02% | 0.01% | 348 | +10,969 | 139.82% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,374 | 676 | 0.01% | 0.01% | 349 | +9,257 | 101.54% | Q1 2026 | May 15, 2026 |
| Portside Wealth Group, LLC | History | Added to | 18,284 | 673 | 0.09% | 0.08% | 350 | +2,150 | 13.33% | Q1 2026 | May 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 18,215 | 671 | 0.19% | 0.27% | 352 | -7,371 | -28.81% | Q1 2026 | May 14, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Added to | 18,233 | 671 | 0.1% | 0.1% | 351 | +1,420 | 8.45% | Q1 2026 | May 13, 2026 |
| Wick Capital Partners, LLC | History | New | 12,855 | 667 | 0.12% | — | 353 | +12,855 | New | Q1 2026 | May 15, 2026 |
| TRB Wealth Management, LLC | History | New | 17,969 | 661 | 0.09% | — | 354 | +17,969 | New | Q1 2026 | May 14, 2026 |
| David Kennon Inc | History | Reduced | 17,748 | 653 | 0.23% | 1.43% | 355 | -89,695 | -83.48% | Q1 2026 | Apr 28, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 17,694 | 651 | 0.17% | 0.17% | 356 | +1,384 | 8.49% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 17,471 | 643 | 0.01% | 0.01% | 357 | -382 | -2.14% | Q1 2026 | May 06, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 17,405 | 641 | 0.01% | 0.01% | 358 | -541 | -3.01% | Q1 2026 | Apr 10, 2026 |
| First PREMIER Bank | History | Added to | 17,002 | 626 | 0.14% | 0.12% | 359 | +2,802 | 19.73% | Q1 2026 | Apr 20, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 16,819 | 619 | 0.05% | 0.05% | 360 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 16,615 | 612 | 0.0% | 0.01% | 361 | +3,210 | 23.95% | Q1 2026 | May 15, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 16,210 | 608 | 0.06% | 0.07% | 362 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 16,378 | 603 | 0.01% | 0.02% | 363 | -5,709 | -25.85% | Q1 2026 | Apr 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 16,347 | 602 | 0.04% | 0.04% | 364 | -1,068 | -6.13% | Q1 2026 | May 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 15,997 | 589 | 0.01% | 0.01% | 366 | +3,025 | 23.32% | Q1 2026 | May 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 16,000 | 589 | 0.03% | 0.03% | 365 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Liberty Capital Management, Inc. | History | No change | 15,203 | 568 | 0.11% | 0.11% | 367 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 15,374 | 566 | 0.02% | 0.05% | 368 | -21,571 | -58.39% | Q1 2026 | Apr 28, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 15,305 | 563 | 0.02% | 0.02% | 369 | +275 | 1.83% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Added to | 15,177 | 559 | 0.03% | 0.03% | 370 | +818 | 5.7% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Reduced | 14,984 | 558 | 0.01% | 0.01% | 371 | -2,660 | -15.08% | Q1 2026 | Apr 20, 2026 |
| St. Clair Advisors, LLC | History | New | 15,031 | 553 | 0.15% | — | 372 | +15,031 | New | Q1 2026 | Apr 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 14,785 | 544 | 0.04% | 0.02% | 373 | +6,805 | 85.28% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 14,574 | 536 | 0.01% | 0.01% | 374 | +6,026 | 70.5% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 14,570 | 536 | 0.01% | 0.02% | 375 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | Reduced | 14,447 | 532 | 0.04% | 0.05% | 376 | -1,464 | -9.2% | Q1 2026 | May 08, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 14,440 | 531 | 0.05% | 0.05% | 377 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 14,313 | 527 | 0.01% | 0.02% | 378 | -1,410 | -8.97% | Q1 2026 | Apr 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 14,266 | 525 | 0.01% | 0.0% | 379 | +8,439 | 144.83% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | New | 14,153 | 521 | 0.01% | — | 381 | +14,153 | New | Q1 2026 | May 12, 2026 |
| Pines Wealth Management, LLC | History | Added to | 14,167 | 521 | 0.17% | 0.17% | 380 | +36 | 0.25% | Q1 2026 | Apr 08, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 14,096 | 519 | 0.06% | 0.07% | 382 | -465 | -3.19% | Q1 2026 | Apr 15, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 14,086 | 518 | 0.03% | 0.03% | 383 | -201 | -1.41% | Q1 2026 | May 04, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 13,894 | 511 | 0.02% | 0.01% | 384 | +7,871 | 130.68% | Q1 2026 | May 13, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 13,605 | 501 | 0.15% | 0.15% | 385 | -395 | -2.82% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 13,566 | 499 | 0.0% | 0.0% | 386 | -407 | -2.91% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Added to | 13,478 | 497 | 0.34% | 0.25% | 387 | +855 | 6.77% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 13,079 | 485 | 0.01% | 0.01% | 388 | +7,348 | 128.21% | Q1 2026 | May 01, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 13,135 | 483 | 0.05% | 0.06% | 389 | -3,235 | -19.76% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 12,871 | 474 | 0.0% | 0.0% | 390 | +2,735 | 26.98% | Q1 2026 | May 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 12,650 | 466 | 0.01% | 0.02% | 391 | -989 | -7.25% | Q1 2026 | May 05, 2026 |
| INVESTED ADVISORS | History | Added to | 12,577 | 463 | 0.47% | 0.47% | 392 | +339 | 2.77% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,565 | 462 | 0.01% | 0.01% | 393 | -4,071 | -24.47% | Q1 2026 | Apr 23, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 12,556 | 462 | 0.15% | 0.2% | 394 | -2,074 | -14.18% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 12,377 | 454 | 0.02% | 0.01% | 395 | +5,185 | 72.09% | Q1 2026 | Apr 27, 2026 |
| GWN SECURITIES INC. | History | Added to | 12,127 | 446 | 0.09% | 0.09% | 396 | +520 | 4.48% | Q1 2026 | May 14, 2026 |
| Adams Wealth Management | History | Added to | 12,046 | 443 | 0.1% | 0.07% | 397 | +3,421 | 39.66% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 12,046 | 443 | 0.09% | 0.06% | 398 | +3,421 | 39.66% | Q1 2026 | May 11, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 12,010 | 442 | 0.09% | 0.09% | 399 | +983 | 8.91% | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 11,837 | 436 | 0.09% | 0.09% | 400 | +722 | 6.5% | Q1 2026 | May 11, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 11,827 | 435 | 0.09% | 5.45% | 401 | -751,694 | -98.45% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 11,688 | 430 | 0.0% | 0.0% | 402 | -200 | -1.68% | Q1 2026 | May 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Added to | 11,627 | 428 | 0.13% | 0.12% | 403 | +393 | 3.5% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Reduced | 11,597 | 427 | 0.02% | 0.02% | 404 | -31 | -0.27% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 11,557 | 425 | 0.05% | 0.03% | 405 | +3,650 | 46.16% | Q1 2026 | May 06, 2026 |
| Narus Financial Partners, LLC | History | Added to | 11,402 | 420 | 0.11% | 0.12% | 407 | +73 | 0.64% | Q1 2026 | Apr 21, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 11,300 | 420 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 11,360 | 418 | 0.04% | — | 408 | +11,360 | New | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,108 | 415 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,042 | 406 | 0.01% | 0.01% | 410 | -7,531 | -40.55% | Q1 2026 | Apr 17, 2026 |
| Lido Advisors, LLC | History | Added to | 11,013 | 405 | 0.0% | 0.0% | 411 | +4,392 | 66.33% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 11,015 | 405 | 0.04% | 0.04% | 412 | -180 | -1.61% | Q1 2026 | May 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 10,861 | 400 | 0.0% | 0.0% | 413 | +4,182 | 62.61% | Q1 2026 | May 13, 2026 |
| Grantvest Financial Group LLC | History | New | 10,702 | 394 | 0.26% | — | 414 | +10,702 | New | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | New | 10,519 | 387 | 0.03% | — | 416 | +10,519 | New | Q1 2026 | Apr 16, 2026 |
| GW&K Investment Management, LLC | History | Added to | 10,512 | 387 | 0.0% | 0.0% | 415 | +4 | 0.04% | Q1 2026 | May 13, 2026 |
| PUREfi Wealth, LLC | History | New | 10,460 | 385 | 0.25% | — | 417 | +10,460 | New | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,422 | 383 | 0.01% | 0.02% | 419 | -13,739 | -56.86% | Q1 2026 | May 18, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 10,421 | 383 | 0.01% | 0.01% | 418 | -148 | -1.4% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 10,209 | 376 | 0.0% | 0.0% | 420 | +1,353 | 15.28% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,195 | 375 | 0.01% | — | 421 | +10,195 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,159 | 374 | 0.01% | 0.01% | 422 | +606 | 6.34% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 10,086 | 371 | 0.01% | 0.01% | 423 | -4,072 | -28.76% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | New | 10,010 | 369 | 0.01% | — | 424 | +10,010 | New | Q1 2026 | Apr 21, 2026 |
| NORDEN GROUP LLC | History | Added to | 9,806 | 361 | 0.03% | 0.04% | 425 | +126 | 1.3% | Q1 2026 | Apr 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 9,785 | 360 | 0.02% | — | 426 | +9,785 | New | Q1 2026 | May 14, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 9,726 | 358 | 0.5% | 0.44% | 427 | +1,266 | 14.96% | Q1 2026 | May 15, 2026 |
| TFR Capital, LLC. | History | No change | 9,704 | 357 | 0.11% | 0.12% | 428 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | Reduced | 9,624 | 354 | 0.01% | 0.03% | 430 | -9,747 | -50.32% | Q1 2026 | May 19, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 9,706 | 354 | 0.12% | 0.12% | 429 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Geometric Wealth Advisors | History | Added to | 9,584 | 353 | 0.04% | 0.05% | 431 | +107 | 1.13% | Q1 2026 | May 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 9,562 | 352 | 0.03% | 0.03% | 432 | -185 | -1.9% | Q1 2026 | Apr 27, 2026 |
| ARWA LLC | History | Added to | 9,348 | 346 | 0.17% | 0.15% | 433 | +2,342 | 33.43% | Q1 2026 | Apr 13, 2026 |
| Carter Financial Group, INC. | History | Reduced | 9,373 | 345 | 0.21% | 0.22% | 434 | -375 | -3.85% | Q1 2026 | Apr 27, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 9,358 | 344 | 0.12% | 0.12% | 435 | -26 | -0.28% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,320 | 343 | 0.0% | 0.0% | 436 | +366 | 4.09% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 9,294 | 342 | 0.0% | 0.0% | 437 | -184 | -1.94% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 9,263 | 341 | 0.02% | 0.02% | 438 | +1,620 | 21.2% | Q1 2026 | Apr 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 9,128 | 336 | 0.21% | 0.12% | 440 | -461 | -4.81% | Q1 2026 | May 01, 2026 |
| Mattern Wealth Management LLC | History | No change | 9,141 | 336 | 0.07% | 0.07% | 439 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,972 | 330 | 0.0% | 0.0% | 442 | +1,824 | 25.52% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,963 | 330 | 0.02% | 0.02% | 441 | +33 | 0.37% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | New | 8,742 | 322 | 0.0% | — | 443 | +8,742 | New | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | New | 8,311 | 306 | 0.02% | — | 444 | +8,311 | New | Q1 2026 | Apr 21, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 8,159 | 300 | 0.09% | 0.08% | 445 | +1,138 | 16.21% | Q1 2026 | Apr 17, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 8,091 | 298 | 0.12% | 0.12% | 446 | -119 | -1.45% | Q1 2026 | Apr 22, 2026 |
| Emerald Investment Advisers, LLC | History | New | 8,078 | 297 | 0.03% | — | 448 | +8,078 | New | Q1 2026 | May 11, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 8,065 | 297 | 0.05% | 0.04% | 447 | +1,965 | 32.21% | Q1 2026 | Apr 24, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 8,041 | 296 | 0.07% | 0.06% | 449 | +988 | 14.01% | Q1 2026 | Apr 24, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 7,937 | 292 | 0.03% | 0.04% | 450 | -2,268 | -22.22% | Q1 2026 | May 12, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 7,763 | 285 | 0.02% | 0.02% | 451 | +6 | 0.08% | Q1 2026 | May 06, 2026 |
| TAGStone Capital, Inc. | History | Added to | 7,605 | 280 | 0.1% | 0.1% | 453 | +84 | 1.12% | Q1 2026 | May 11, 2026 |
| Garde Capital, Inc. | History | No change | 7,607 | 280 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Curi Capital, LLC | History | Added to | 7,598 | 279 | 0.0% | 0.0% | 454 | +348 | 4.8% | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | No change | 7,453 | 274 | 0.12% | 0.13% | 455 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 7,405 | 272 | 0.02% | 0.03% | 456 | -5,646 | -43.26% | Q1 2026 | May 11, 2026 |
| Trust Point Inc. | History | New | 7,359 | 271 | 0.02% | — | 458 | +7,359 | New | Q1 2026 | Apr 15, 2026 |
| Quartz Partners, LLC | History | Added to | 7,377 | 271 | 0.1% | 0.1% | 457 | +8 | 0.11% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,301 | 268 | 0.01% | 0.01% | 459 | -6 | -0.08% | Q1 2026 | May 12, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 7,100 | 261 | 0.17% | 0.17% | 460 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| First Bank & Trust | History | New | 7,062 | 260 | 0.04% | — | 461 | +7,062 | New | Q1 2026 | Apr 10, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 6,950 | 257 | 0.14% | 0.17% | 462 | -914 | -11.62% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 6,938 | 255 | 0.0% | 0.0% | 464 | -1,476 | -17.54% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,923 | 255 | 0.02% | 0.02% | 463 | +693 | 11.12% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 6,851 | 252 | 0.0% | 0.0% | 465 | +515 | 8.13% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 6,858 | 252 | 0.01% | 0.01% | 466 | -431 | -5.91% | Q1 2026 | May 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 6,796 | 250 | 0.03% | — | 467 | +6,796 | New | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,806 | 249 | 0.02% | 0.02% | 468 | -620 | -8.35% | Q1 2026 | May 01, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 6,728 | 247 | 0.18% | 0.18% | 469 | -507 | -7.01% | Q1 2026 | Apr 24, 2026 |
| ASL Financial, LLC | History | No change | 6,710 | 247 | 0.2% | 0.2% | 470 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 6,662 | 245 | 0.0% | 0.28% | 471 | -578,410 | -98.86% | Q1 2026 | May 06, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 6,595 | 245 | 0.05% | 0.05% | 472 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Patten Group, Inc. | History | Added to | 6,619 | 243 | 0.04% | 0.04% | 473 | +265 | 4.17% | Q1 2026 | Apr 24, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 6,590 | 242 | 0.1% | 0.11% | 474 | -688 | -9.45% | Q1 2026 | Apr 20, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 6,511 | 239 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,241 | 229 | 0.0% | 0.0% | 476 | +544 | 9.55% | Q1 2026 | Apr 10, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 6,206 | 228 | 0.2% | 0.2% | 477 | -70 | -1.12% | Q1 2026 | May 14, 2026 |
| G&S Capital LLC | History | Added to | 6,170 | 227 | 0.08% | 0.08% | 479 | +69 | 1.13% | Q1 2026 | Apr 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 6,184 | 227 | 0.07% | 0.07% | 478 | +15 | 0.24% | Q1 2026 | Apr 30, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 6,125 | 225 | 0.02% | 0.02% | 480 | -509 | -7.67% | Q1 2026 | Apr 30, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 6,118 | 225 | 0.1% | 0.1% | 481 | -59 | -0.96% | Q1 2026 | Apr 16, 2026 |
| Strategic Financial Concepts, LLC | History | New | 6,086 | 224 | 0.06% | — | 483 | +6,086 | New | Q1 2026 | May 12, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 6,103 | 224 | 0.09% | 0.09% | 482 | +134 | 2.24% | Q1 2026 | Apr 20, 2026 |
| L & S Advisors Inc | History | Added to | 6,039 | 222 | 0.03% | 0.02% | 484 | +16 | 0.27% | Q1 2026 | May 11, 2026 |
| Integris Wealth Management, LLC | History | New | 6,018 | 221 | 0.05% | — | 486 | +6,018 | New | Q1 2026 | Apr 10, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 6,000 | 221 | 0.04% | 0.04% | 485 | +67 | 1.13% | Q1 2026 | May 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 5,994 | 220 | 0.01% | 0.01% | 487 | -526 | -8.07% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 5,880 | 216 | 0.0% | — | 488 | +5,880 | New | Q1 2026 | May 15, 2026 |
| FDx Advisors, Inc. | History | New | 5,735 | 211 | 0.07% | — | 490 | +5,735 | New | Q1 2026 | May 01, 2026 |
| FIRST HORIZON CORP | History | New | 5,733 | 211 | 0.01% | — | 489 | +5,733 | New | Q1 2026 | Apr 30, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 5,613 | 209 | 0.32% | 0.32% | 491 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| USA FINANCIAL FORMULAS | History | New | 5,652 | 208 | 0.04% | — | 492 | +5,652 | New | Q1 2026 | Apr 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 5,628 | 207 | 0.0% | 0.03% | 493 | -30,744 | -84.53% | Q1 2026 | May 08, 2026 |
| Rareview Capital LLC | History | New | 5,535 | 207 | 0.12% | — | 494 | +5,535 | New | Q1 2026 | Apr 27, 2026 |
| John W. Brooker & Co., CPAs | History | New | 5,532 | 203 | 0.32% | — | 495 | +5,532 | New | Q1 2026 | Apr 13, 2026 |
| Selective Wealth Management, Inc. | History | New | 5,451 | 202 | 0.06% | — | 496 | +5,451 | New | Q1 2026 | Apr 30, 2026 |
| LexAurum Advisors, LLC | History | New | 5,466 | 201 | 0.03% | — | 497 | +5,466 | New | Q1 2026 | Apr 13, 2026 |
| Clayton Financial Group LLC | History | No change | 5,450 | 200 | 0.1% | 0.1% | 498 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 5,390 | 198 | 0.03% | 0.02% | 499 | +1,674 | 45.05% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | New | 4,776 | 175 | 0.02% | — | 500 | +4,776 | New | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 4,494 | 165 | 0.0% | 0.02% | 501 | -26,661 | -85.58% | Q1 2026 | Apr 27, 2026 |
| Essential Partners LLC | History | Added to | 4,254 | 156 | 0.05% | 0.01% | 502 | +3,599 | 549.47% | Q1 2026 | May 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 4,139 | 152 | 0.0% | 0.01% | 503 | -1,349 | -24.58% | Q1 2026 | Apr 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | New | 4,000 | 147 | 0.0% | — | 504 | +4,000 | New | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,984 | 146 | 0.0% | 0.0% | 505 | -656 | -14.14% | Q1 2026 | May 11, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 3,840 | 141 | 0.15% | 0.13% | 507 | +376 | 10.85% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,840 | 141 | 0.01% | 0.01% | 506 | +52 | 1.37% | Q1 2026 | Apr 17, 2026 |
| Westfuller Advisors, LLC | History | Added to | 3,528 | 129 | 0.06% | 0.04% | 508 | +1,179 | 50.19% | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 3,266 | 120 | 0.03% | 0.0% | 509 | +3,190 | 4197.37% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,198 | 117 | 0.0% | 0.0% | 510 | +3,148 | 6296.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,216 | 117 | 0.0% | 0.01% | 511 | -2,982 | -48.11% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 3,059 | 112 | 0.11% | 0.16% | 512 | -1,174 | -27.73% | Q1 2026 | May 14, 2026 |
| Clean Yield Group | History | New | 3,017 | 111 | 0.03% | — | 513 | +3,017 | New | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,942 | 108 | 0.01% | 0.0% | 514 | +1,517 | 106.46% | Q1 2026 | Apr 13, 2026 |
| Mosley Wealth Management | History | New | 2,849 | 107 | 0.05% | — | 515 | +2,849 | New | Q1 2026 | Apr 27, 2026 |
| Key FInancial Inc | History | No change | 2,669 | 98 | 0.02% | 0.02% | 516 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 2,612 | 96 | 0.08% | 0.08% | 517 | +35 | 1.36% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 2,564 | 94 | 0.01% | 0.01% | 518 | -455 | -15.07% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,531 | 93 | 0.01% | 0.01% | 520 | +14 | 0.56% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | No change | 2,536 | 93 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,314 | 85 | 0.0% | 0.0% | 521 | +19 | 0.83% | Q1 2026 | May 08, 2026 |
| Olistico Wealth, LLC | History | Added to | 2,279 | 83 | 0.04% | 0.04% | 522 | +343 | 17.72% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Reduced | 2,145 | 79 | 0.0% | 0.0% | 523 | -516 | -19.39% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | No change | 2,115 | 77 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Caldwell Trust Co | History | No change | 2,070 | 76 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,991 | 73 | 0.01% | 0.01% | 526 | +16 | 0.81% | Q1 2026 | Apr 14, 2026 |
| Dorato Capital Management | History | No change | 1,928 | 71 | 0.05% | 0.05% | 527 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Investors Research Corp | History | No change | 1,925 | 70 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| FIL Ltd | History | Reduced | 1,800 | 66 | 0.0% | 0.0% | 529 | -2,400 | -57.14% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 1,721 | 63 | 0.01% | 0.0% | 530 | +1,612 | 1478.9% | Q1 2026 | May 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,606 | 59 | 0.02% | 0.02% | 531 | +18 | 1.13% | Q1 2026 | Apr 14, 2026 |
| WEBSTER BANK, N. A. | History | New | 1,569 | 57 | 0.01% | — | 533 | +1,569 | New | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO | History | No change | 1,560 | 57 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kilter Group LLC | History | Added to | 1,522 | 56 | 0.02% | 0.0% | 534 | +1,315 | 635.27% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | New | 1,509 | 55 | 0.0% | — | 536 | +1,509 | New | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | No change | 1,500 | 55 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 1,489 | 54 | 0.01% | — | 539 | +1,489 | New | Q1 2026 | Apr 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1,480 | 54 | 0.0% | 0.01% | 537 | -852 | -36.54% | Q1 2026 | May 15, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 1,558 | 54 | 0.05% | 0.05% | 538 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,442 | 53 | 0.04% | 0.0% | 540 | +1,366 | 1797.37% | Q1 2026 | Apr 27, 2026 |
| ORG Partners LLC | History | No change | 1,401 | 52 | 0.01% | 0.01% | 541 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,422 | 52 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,242 | 45 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 1,203 | 44 | 0.01% | 0.0% | 544 | +129 | 12.01% | Q1 2026 | Apr 17, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 1,174 | 43 | 0.01% | 0.02% | 546 | -890 | -43.12% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,176 | 43 | 0.0% | 0.0% | 545 | -321 | -21.44% | Q1 2026 | Apr 20, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,160 | 42 | 0.02% | 0.02% | 547 | -56 | -4.61% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,104 | 40 | 0.01% | 0.01% | 548 | +58 | 5.54% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,080 | 39 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arlington Trust Co LLC | History | No change | 1,000 | 36 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Anchor Investment Management, LLC | History | Added to | 809 | 29 | 0.0% | 0.0% | 552 | +360 | 80.18% | Q1 2026 | May 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 800 | 29 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PINNEY & SCOFIELD, INC. | History | New | 723 | 26 | 0.01% | — | 554 | +723 | New | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 717 | 26 | 0.0% | 0.0% | 553 | +143 | 24.91% | Q1 2026 | Apr 30, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 702 | 25 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fairscale Capital, LLC | History | No change | 683 | 25 | 0.02% | 0.02% | 556 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 666 | 24 | 0.0% | 0.0% | 559 | +631 | 1802.86% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 655 | 24 | 0.01% | 0.0% | 560 | +357 | 119.8% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 664 | 24 | 0.0% | 0.0% | 558 | +65 | 10.85% | Q1 2026 | May 15, 2026 |
| Front Row Advisors LLC | History | No change | 670 | 24 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 645 | 23 | 0.01% | — | 562 | +645 | New | Q1 2026 | Apr 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 637 | 23 | 0.01% | — | 561 | +637 | New | Q1 2026 | Apr 09, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 555 | 20 | 0.01% | 0.01% | 565 | +7 | 1.28% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 558 | 20 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 543 | 20 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 534 | 19 | 0.0% | 0.0% | 566 | +452 | 551.22% | Q1 2026 | May 07, 2026 |
| Daiwa Securities Group Inc. | History | No change | 475 | 17 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank & Trust Co | History | No change | 464 | 17 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 455 | 16 | 0.0% | 0.0% | 569 | -468 | -50.7% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Reduced | 459 | 16 | 0.0% | 0.0% | 570 | -127 | -21.67% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 404 | 14 | 0.0% | 0.0% | 571 | -65 | -13.86% | Q1 2026 | Apr 06, 2026 |
| Bogart Wealth, LLC | History | Reduced | 358 | 13 | 0.0% | 0.0% | 573 | -61 | -14.56% | Q1 2026 | Apr 28, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 372 | 13 | 0.0% | 0.0% | 574 | +4 | 1.09% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 375 | 13 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 340 | 12 | 0.0% | — | 575 | +340 | New | Q1 2026 | Apr 08, 2026 |
| Vanguard National Trust Co | History | New | 312 | 11 | 0.0% | — | 577 | +312 | New | Q1 2026 | May 08, 2026 |
| Colonial Trust Co / SC | History | No change | 306 | 11 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 289 | 10 | 0.0% | — | 581 | +289 | New | Q1 2026 | May 11, 2026 |
| STANCE CAPITAL LLC | History | New | 282 | 10 | 0.0% | — | 582 | +282 | New | Q1 2026 | May 13, 2026 |
| Activest Wealth Management | History | Added to | 279 | 10 | 0.0% | 0.0% | 580 | +3 | 1.09% | Q1 2026 | Apr 15, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 269 | 10 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 272 | 10 | 0.01% | 0.01% | 579 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 266 | 9 | 0.01% | 0.01% | 587 | -305 | -53.42% | Q1 2026 | May 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 270 | 9 | 0.0% | — | 588 | +270 | New | Q1 2026 | Apr 01, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 270 | 9 | 0.0% | 0.0% | 586 | +210 | 350.0% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | No change | 266 | 9 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 255 | 9 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Nemes Rush Group LLC | History | No change | 253 | 9 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TSFG, LLC | History | New | 211 | 8 | 0.0% | — | 591 | +211 | New | Q1 2026 | Apr 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 223 | 8 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TRUST CO OF VERMONT | History | No change | 220 | 8 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 194 | 7 | 0.0% | 0.0% | 592 | -68 | -25.95% | Q1 2026 | May 14, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 197 | 7 | 0.01% | 0.0% | 594 | +21 | 11.93% | Q1 2026 | May 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 213 | 7 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | No change | 196 | 7 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Evolution Advisers, Inc. | History | New | 186 | 6 | 0.0% | — | 599 | +186 | New | Q1 2026 | May 01, 2026 |
| Signature Resources Capital Management, LLC | History | New | 173 | 6 | 0.0% | — | 600 | +173 | New | Q1 2026 | May 01, 2026 |
| RHL GROUP, LLC | History | New | 168 | 6 | 0.01% | — | 601 | +168 | New | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | No change | 164 | 6 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Piscataqua Savings Bank | History | No change | 168 | 6 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Gen-Wealth Partners Inc | History | No change | 181 | 6 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 151 | 5 | 0.0% | 0.0% | 603 | -193 | -56.1% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | Added to | 156 | 5 | 0.0% | 0.0% | 604 | +19 | 13.87% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | No change | 144 | 5 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 139 | 5 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Key Capital Management, INC | History | No change | 142 | 5 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | Reduced | 133 | 4 | 0.0% | 0.0% | 607 | -311 | -70.05% | Q1 2026 | Apr 17, 2026 |
| True Link Financial Advisors, LLC | History | New | 126 | 4 | 0.0% | — | 613 | +126 | New | Q1 2026 | Apr 29, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 115 | 4 | 0.0% | — | 614 | +115 | New | Q1 2026 | Apr 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 116 | 4 | 0.0% | 0.0% | 609 | -33 | -22.15% | Q1 2026 | Apr 20, 2026 |
| Towne Trust Company, N.A | History | No change | 120 | 4 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 109 | 4 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Winthrop Capital Management, LLC | History | No change | 108 | 4 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ransom Advisory, Ltd | History | No change | 124 | 4 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 92 | 3 | 0.0% | 0.0% | 616 | -27 | -22.69% | Q1 2026 | Apr 15, 2026 |
| SouthState Bank Corp | History | No change | 108 | 3 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stephens Consulting, LLC | History | No change | 98 | 3 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 55 | 2 | 0.0% | 0.02% | 618 | -4,140 | -98.69% | Q1 2026 | May 01, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 62 | 2 | 0.0% | 0.01% | 625 | -147 | -70.33% | Q1 2026 | Apr 02, 2026 |
| Independence Bank of Kentucky | History | No change | 79 | 2 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Princeton Global Asset Management LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Avion Wealth | History | No change | 65 | 2 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Team Financial Group, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | No change | 67 | 2 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 67 | 2 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Freedom, LLC | History | New | 50 | 1 | 0.0% | — | 638 | +50 | New | Q1 2026 | Apr 30, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 47 | 1 | 0.0% | — | 637 | +47 | New | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 43 | 1 | 0.0% | — | 639 | +43 | New | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 29 | 1 | 0.0% | — | 636 | +29 | New | Q1 2026 | Apr 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 28 | 1 | 0.0% | — | 635 | +28 | New | Q1 2026 | Apr 17, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 44 | 1 | 0.0% | 0.0% | 630 | +1 | 2.33% | Q1 2026 | May 06, 2026 |
| Coastline Trust Co | History | No change | 48 | 1 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Cheviot Value Management, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 31 | 1 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Kingdom Financial Group LLC. | History | No change | 47 | 1 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 49 | 1 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TOEWS CORP /ADV | History | Closed out | 0 | 0 | — | 31.11% | — | -5,719,000 | -100.0% | Q1 2026 | May 04, 2026 |
| NEOS Investment Management LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -1,674,354 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,244,389 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -1,020,061 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BTS Asset Management, Inc. | History | Closed out | 0 | 0 | — | 34.97% | — | -691,112 | -100.0% | Q1 2026 | May 13, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.93% | — | -676,301 | -100.0% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -217,619 | -100.0% | Q1 2026 | May 05, 2026 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.24% | — | -212,761 | -100.0% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -179,677 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Little Harbor Advisors, LLC | History | Closed out | 0 | 0 | — | 2.7% | — | -140,128 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.06% | — | -133,602 | -100.0% | Q1 2026 | May 15, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -87,497 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -80,090 | -100.0% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -70,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -50,726 | -100.0% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,566 | -100.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -35,577 | -100.0% | Q1 2026 | May 05, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -35,491 | -100.0% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,325 | -100.0% | Q1 2026 | May 15, 2026 |
| Equita Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -23,991 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -17,643 | -100.0% | Q1 2026 | May 14, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -17,364 | -100.0% | Q1 2026 | Apr 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,450 | -100.0% | Q1 2026 | May 11, 2026 |
| Douglass Winthrop Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,700 | -100.0% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,637 | -100.0% | Q1 2026 | Apr 29, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,536 | -100.0% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -9,597 | -100.0% | Q1 2026 | Apr 07, 2026 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,185 | -100.0% | Q1 2026 | May 01, 2026 |
| Westview Management dba Westview Investment Advisors | History | Closed out | 0 | 0 | — | 0.16% | — | -9,155 | -100.0% | Q1 2026 | May 08, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,120 | -100.0% | Q1 2026 | May 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -9,114 | -100.0% | Q1 2026 | May 04, 2026 |
| Rinkey Investments | History | Closed out | 0 | 0 | — | 0.09% | — | -9,000 | -100.0% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,759 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Aldebaran Financial Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -8,500 | -100.0% | Q1 2026 | May 14, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,013 | -100.0% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,995 | -100.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,940 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Peak Retirement Planning, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,440 | -100.0% | Q1 2026 | May 11, 2026 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,233 | -100.0% | Q1 2026 | May 11, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,074 | -100.0% | Q1 2026 | May 13, 2026 |
| Capital Management Associates, Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -6,797 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,580 | -100.0% | Q1 2026 | May 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,828 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,627 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,583 | -100.0% | Q1 2026 | May 12, 2026 |
| Farnam Financial LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,561 | -100.0% | Q1 2026 | Apr 27, 2026 |
| PKS Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,482 | -100.0% | Q1 2026 | May 13, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,410 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,360 | -100.0% | Q1 2026 | May 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,638 | -100.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,731 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -1,987 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,286 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -971 | -100.0% | Q1 2026 | May 06, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -916 | -100.0% | Q1 2026 | May 08, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -845 | -100.0% | Q1 2026 | May 22, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -734 | -100.0% | Q1 2026 | Apr 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -629 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -616 | -100.0% | Q1 2026 | Apr 16, 2026 |
| YANKCOM Partnership | History | Reduced | 9 | 0 | — | 0.01% | — | -521 | -98.3% | Q1 2026 | Apr 20, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -363 | -100.0% | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Palouse Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -271 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | May 11, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q1 2026 | May 01, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 01, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -81 | -98.78% | Q1 2026 | Apr 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | Apr 17, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q1 2026 | May 06, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | May 13, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 11, 2026 |
| CNB Bank | History | Reduced | 23 | 0 | — | 0.0% | — | -37 | -61.67% | Q1 2026 | May 06, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 08, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | May 08, 2026 |
| SOA Wealth Advisors, LLC. | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 20, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | May 07, 2026 |
| Biltmore Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 11, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | Apr 20, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 14, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 01, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 04, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 13, 2026 |
| Talon Private Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 19, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 22 | 0 | — | — | — | +2 | 10.0% | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quaker Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |