Victory Portfolios II - VFLO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,967,468 | 630,395 | 0.05% | 0.04% | 1 | +1,489,192 | 10.29% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 13,442,573 | 530,712 | 0.14% | 0.13% | 2 | +1,162,524 | 9.47% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 12,552,172 | 495,559 | 0.03% | 0.03% | 3 | +620,973 | 5.2% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,851,476 | 309,976 | 0.06% | 0.04% | 4 | +1,624,955 | 26.1% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,573,083 | 298,985 | 0.18% | 0.18% | 5 | +173,126 | 2.34% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,753,478 | 227,147 | 0.07% | 0.06% | 6 | +726,028 | 14.44% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 5,011,150 | 197,840 | 0.13% | 0.1% | 7 | +310,000 | 6.59% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 3,603,381 | 142,261 | 0.02% | 0.02% | 8 | +385,420 | 11.98% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 3,516,446 | 138,829 | 0.56% | 0.57% | 9 | -32,372 | -0.91% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,022,125 | 119,314 | 0.13% | 0.13% | 10 | +44,777 | 1.5% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,822,537 | 111,433 | 0.83% | 0.83% | 11 | +186,909 | 7.09% | Q1 2026 | Apr 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,554,196 | 100,821 | 0.02% | 0.02% | 12 | +357,674 | 16.28% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,399,831 | 94,745 | 0.03% | 0.01% | 13 | +1,360,339 | 130.87% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,362,996 | 93,740 | 1.6% | 1.44% | 14 | +360,996 | 18.03% | Q1 2026 | May 14, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 2,181,802 | 86,137 | 6.98% | 7.75% | 15 | -210,219 | -8.79% | Q1 2026 | Apr 22, 2026 |
| Composition Wealth, LLC | History | Reduced | 2,166,552 | 85,535 | 1.17% | 1.23% | 16 | -20,006 | -0.91% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,143,575 | 84,628 | 0.01% | 0.01% | 17 | +215,541 | 11.18% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 1,689,273 | 69,598 | 2.24% | 2.22% | 18 | +60,489 | 3.71% | Q1 2026 | Apr 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,635,846 | 64,583 | 1.17% | 1.12% | 19 | +150,764 | 10.15% | Q1 2026 | May 11, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 1,540,805 | 60,830 | 6.76% | 9.35% | 20 | -543,821 | -26.09% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,538,447 | 60,737 | 1.09% | 0.08% | 21 | +1,430,052 | 1319.3% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,108,323 | 43,756 | 0.24% | 0.23% | 22 | +32,357 | 3.01% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | Added to | 1,079,697 | 42,626 | 2.92% | 3.05% | 23 | +32,322 | 3.09% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Reduced | 1,056,800 | 41,722 | 2.25% | 1.81% | 24 | -456 | -0.04% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,044,352 | 41,231 | 0.06% | 0.05% | 25 | +51,363 | 5.17% | Q1 2026 | Apr 27, 2026 |
| RVW Wealth, LLC | History | Added to | 1,000,618 | 39,504 | 3.08% | 2.95% | 26 | +18,628 | 1.9% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 916,635 | 36,188 | 0.17% | 0.15% | 27 | +89,483 | 10.82% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 838,190 | 33,101 | 0.05% | 0.05% | 28 | +24,939 | 3.07% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 802,562 | 31,604 | 6.42% | 6.42% | 29 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 631,653 | 24,937 | 0.21% | 0.18% | 30 | -3,397 | -0.53% | Q1 2026 | May 13, 2026 |
| Wilkerson Advisory Group LLC | History | New | 585,147 | 23,101 | 7.94% | — | 31 | +585,147 | New | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 575,489 | 22,720 | 0.02% | 0.03% | 32 | -18,147 | -3.06% | Q1 2026 | May 13, 2026 |
| Sepio Capital, LP | History | Added to | 542,434 | 21,415 | 1.16% | 1.17% | 33 | +264 | 0.05% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 530,264 | 20,934 | 1.18% | 0.91% | 34 | +99,210 | 23.02% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 529,732 | 20,914 | 0.05% | 0.09% | 35 | -366,421 | -40.89% | Q1 2026 | Apr 30, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 528,167 | 20,852 | 0.39% | 1.05% | 36 | -865,880 | -62.11% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 528,153 | 20,851 | 0.04% | 0.03% | 37 | +77,148 | 17.11% | Q1 2026 | May 14, 2026 |
| Financial Enhancement Group LLC | History | Added to | 468,187 | 19,551 | 2.42% | 2.32% | 38 | +19,550 | 4.36% | Q1 2026 | Apr 20, 2026 |
| Madison Asset Management, LLC | History | Added to | 476,720 | 18,820 | 0.23% | 0.2% | 39 | +38,754 | 8.85% | Q1 2026 | May 07, 2026 |
| Ledyard National Bank | History | Added to | 474,117 | 18,718 | 1.62% | 1.36% | 40 | +71,764 | 17.84% | Q1 2026 | Apr 24, 2026 |
| Marble Wealth, LLC | History | Reduced | 466,127 | 18,402 | 3.22% | 2.7% | 41 | -27,252 | -5.52% | Q1 2026 | May 14, 2026 |
| Atlas Wealth LLC | History | Added to | 453,010 | 17,884 | 5.36% | 4.61% | 42 | +67,871 | 17.62% | Q1 2026 | May 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 450,707 | 17,793 | 4.76% | 5.48% | 43 | +87,080 | 23.95% | Q1 2026 | Apr 29, 2026 |
| Allen Capital Group, LLC | History | No change | 424,990 | 16,736 | 1.53% | 1.53% | 44 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 420,502 | 16,601 | 6.01% | 5.67% | 45 | +1,865 | 0.45% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 412,251 | 16,275 | 0.0% | 0.0% | 46 | +331,561 | 410.91% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 393,200 | 15,523 | 0.01% | 0.02% | 47 | -44,500 | -10.17% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 365,534 | 14,431 | 0.04% | 0.05% | 48 | +20,463 | 5.93% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 360,315 | 14,225 | 0.18% | 0.22% | 49 | -20,937 | -5.49% | Q1 2026 | May 15, 2026 |
| CFO4Life Group, LLC | History | Reduced | 352,701 | 13,924 | 2.12% | 2.0% | 50 | -3,775 | -1.06% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 342,792 | 13,533 | 0.01% | 0.01% | 51 | +35,304 | 11.48% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 340,300 | 13,435 | 0.17% | 0.17% | 52 | +5,819 | 1.74% | Q1 2026 | May 11, 2026 |
| OneAscent Financial Services LLC | History | Added to | 330,926 | 13,064 | 0.71% | 0.71% | 53 | +134,473 | 68.45% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 330,290 | 12,798 | 0.01% | 0.0% | 54 | +182,802 | 123.94% | Q1 2026 | May 15, 2026 |
| Sowa Financial Group, Inc. | History | Added to | 320,901 | 12,669 | 6.28% | 0.25% | 55 | +308,661 | 2521.74% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 317,483 | 12,534 | 0.02% | 0.02% | 56 | +21,408 | 7.23% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 316,363 | 12,490 | 0.01% | 0.01% | 57 | +155,183 | 96.28% | Q1 2026 | May 13, 2026 |
| Hudock, Inc. | History | Added to | 301,693 | 11,910 | 1.75% | 1.52% | 58 | +38,921 | 14.81% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 268,567 | 10,603 | 0.39% | 0.45% | 59 | +20,796 | 8.39% | Q1 2026 | May 19, 2026 |
| Legacy Financial Advisors, Inc. | History | New | 262,945 | 10,381 | 1.45% | — | 60 | +262,945 | New | Q1 2026 | Apr 30, 2026 |
| Advance Capital Management, Inc. | History | Added to | 248,988 | 9,830 | 0.37% | 0.4% | 61 | +11,111 | 4.67% | Q1 2026 | Apr 29, 2026 |
| Weil Company, Inc. | History | Added to | 247,065 | 9,754 | 2.19% | 2.16% | 62 | +8,091 | 3.39% | Q1 2026 | Apr 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 234,151 | 9,244 | 0.07% | — | 63 | +234,151 | New | Q1 2026 | Apr 14, 2026 |
| Atria Investments, Inc | History | Added to | 229,338 | 9,054 | 0.1% | 0.09% | 64 | +34,736 | 17.85% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 228,303 | 9,013 | 0.4% | 0.4% | 65 | +14,628 | 6.85% | Q1 2026 | Apr 28, 2026 |
| Financial Designs Corp | History | Reduced | 225,352 | 8,896 | 4.95% | 5.06% | 66 | -1,559 | -0.69% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 214,962 | 8,564 | 0.02% | 0.01% | 67 | +10,904 | 5.34% | Q1 2026 | Apr 08, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 216,522 | 8,548 | 1.8% | 1.77% | 68 | +2,969 | 1.39% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 208,789 | 8,242 | 0.02% | 0.01% | 69 | +104,992 | 101.15% | Q1 2026 | May 04, 2026 |
| GERBER, LLC | History | Added to | 190,632 | 7,526 | 4.2% | 1.32% | 70 | +130,498 | 217.01% | Q1 2026 | Apr 22, 2026 |
| Clarity Asset Management, Inc. | History | New | 186,548 | 7,364 | 3.73% | — | 71 | +186,548 | New | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 173,014 | 7,231 | 0.46% | — | 72 | +173,014 | New | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 163,714 | 6,463 | 0.0% | 0.0% | 73 | -3,572 | -2.14% | Q1 2026 | May 05, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 161,756 | 6,386 | 0.77% | 0.34% | 74 | +86,655 | 115.38% | Q1 2026 | May 14, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 158,180 | 6,244 | 1.07% | 1.1% | 75 | -7,758 | -4.68% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 155,650 | 6,145 | 0.27% | 0.27% | 76 | +8,229 | 5.58% | Q1 2026 | May 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 153,138 | 6,030 | 0.28% | 0.28% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 151,964 | 5,999 | 0.01% | — | 78 | +151,964 | New | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 150,826 | 5,824 | 0.0% | 0.0% | 79 | +1,636 | 1.1% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 145,702 | 5,750 | 0.03% | 0.03% | 80 | -8,342 | -5.42% | Q1 2026 | May 15, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 142,604 | 5,630 | 1.86% | 1.62% | 81 | +19,156 | 15.52% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 137,987 | 5,447 | 0.04% | 0.04% | 82 | +11,254 | 8.88% | Q1 2026 | May 11, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 136,165 | 5,375 | 3.88% | 3.38% | 83 | +22,643 | 19.95% | Q1 2026 | May 08, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 135,980 | 5,368 | 0.78% | 0.89% | 84 | -14,529 | -9.65% | Q1 2026 | Apr 21, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 134,919 | 5,326 | 2.14% | 2.04% | 85 | +8,306 | 6.56% | Q1 2026 | Apr 23, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 129,460 | 5,111 | 0.95% | 3.5% | 86 | -344,819 | -72.7% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 128,069 | 5,056 | 0.32% | 0.33% | 87 | +4,122 | 3.33% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 124,360 | 4,909 | 0.53% | 0.74% | 88 | -45,040 | -26.59% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 122,375 | 4,819 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 120,635 | 4,762 | 0.61% | 0.53% | 90 | +11,495 | 10.53% | Q1 2026 | May 11, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 112,692 | 4,449 | 0.87% | 1.96% | 91 | -124,067 | -52.4% | Q1 2026 | May 15, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 108,082 | 4,267 | 1.62% | 1.01% | 92 | +2,277 | 2.15% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 106,930 | 4,210 | 0.03% | 0.02% | 93 | +16,693 | 18.5% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 100,841 | 3,981 | 0.2% | 0.19% | 94 | +8,415 | 9.1% | Q1 2026 | Apr 23, 2026 |
| Triumph Capital Management | History | Added to | 100,192 | 3,955 | 0.81% | 0.84% | 95 | +1,674 | 1.7% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 99,565 | 3,930 | 0.03% | 0.03% | 96 | +31,904 | 47.15% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 95,391 | 3,766 | 0.01% | 0.01% | 97 | +21,171 | 28.52% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 93,237 | 3,680 | 0.11% | 0.14% | 98 | -4,595 | -4.7% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Added to | 92,203 | 3,640 | 0.53% | 0.4% | 99 | +22,770 | 32.79% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 85,235 | 3,381 | 0.03% | 0.04% | 100 | -2,859 | -3.25% | Q1 2026 | Apr 07, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 84,119 | 3,321 | 0.32% | 0.3% | 101 | +3,780 | 4.71% | Q1 2026 | Apr 22, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 83,920 | 3,313 | 1.3% | 1.15% | 102 | +6,802 | 8.82% | Q1 2026 | Apr 22, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 83,732 | 3,305 | 0.24% | 0.23% | 103 | +812 | 0.98% | Q1 2026 | May 15, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 83,632 | 3,301 | 2.22% | 2.23% | 104 | +3,313 | 4.12% | Q1 2026 | Apr 27, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 82,701 | 3,265 | 1.32% | 1.27% | 105 | +735 | 0.9% | Q1 2026 | May 07, 2026 |
| Summit Asset Management, LLC | History | Added to | 80,851 | 3,191 | 0.44% | 0.43% | 106 | +4,110 | 5.36% | Q1 2026 | May 08, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | New | 80,403 | 3,174 | 2.4% | — | 107 | +80,403 | New | Q1 2026 | Apr 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 77,582 | 3,062 | 0.51% | 0.24% | 108 | +41,031 | 112.26% | Q1 2026 | Apr 21, 2026 |
| CAP Partners, LLC | History | Reduced | 76,518 | 3,020 | 1.71% | 1.71% | 109 | -271 | -0.35% | Q1 2026 | Apr 28, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 76,459 | 3,018 | 0.42% | 0.4% | 110 | -1,301 | -1.67% | Q1 2026 | Apr 09, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 74,952 | 2,959 | 1.57% | 1.54% | 111 | +4,126 | 5.83% | Q1 2026 | Apr 24, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 72,786 | 2,873 | 0.07% | 0.16% | 112 | -93,401 | -56.2% | Q1 2026 | May 15, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 71,968 | 2,841 | 0.78% | 1.7% | 113 | -93,467 | -56.5% | Q1 2026 | May 11, 2026 |
| DDD Partners, LLC | History | Added to | 71,319 | 2,815 | 0.19% | 0.16% | 114 | +5,966 | 9.13% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 71,182 | 2,803 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 70,965 | 2,801 | 1.07% | 1.28% | 116 | +4,297 | 6.45% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 70,830 | 2,796 | 0.74% | 0.63% | 117 | +9,510 | 15.51% | Q1 2026 | Apr 09, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 68,775 | 2,715 | 0.0% | 0.01% | 118 | -58,923 | -46.14% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 65,952 | 2,603 | 0.23% | 0.15% | 119 | -336 | -0.51% | Q1 2026 | May 14, 2026 |
| Trademark Financial Management, LLC | History | Added to | 62,074 | 2,450 | 1.2% | 1.11% | 120 | +10,669 | 20.75% | Q1 2026 | Apr 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 61,474 | 2,426 | 0.14% | — | 121 | +61,474 | New | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 57,463 | 2,268 | 0.0% | — | 122 | +57,463 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 54,975 | 2,170 | 0.01% | 0.01% | 123 | +8,276 | 17.72% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 54,756 | 2,161 | 0.26% | 0.23% | 124 | +5,212 | 10.52% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 54,468 | 2,150 | 0.01% | 0.01% | 125 | +9,139 | 20.16% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 50,044 | 1,975 | 0.04% | 0.04% | 126 | +2,005 | 4.17% | Q1 2026 | Apr 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 47,377 | 1,870 | 0.04% | 0.02% | 127 | +22,179 | 88.02% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 47,029 | 1,856 | 0.05% | 0.04% | 128 | +7,091 | 17.76% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 46,090 | 1,819 | 0.02% | 0.02% | 129 | +9,565 | 26.19% | Q1 2026 | May 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 43,813 | 1,729 | 0.03% | 0.03% | 130 | +982 | 2.29% | Q1 2026 | May 07, 2026 |
| Keel Point, LLC | History | No change | 43,554 | 1,715 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 42,947 | 1,695 | 0.74% | 0.81% | 132 | +1,262 | 3.03% | Q1 2026 | Apr 24, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 42,806 | 1,690 | 1.17% | 1.17% | 133 | -2,284 | -5.07% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 42,235 | 1,667 | 0.01% | 0.01% | 134 | -1,371 | -3.14% | Q1 2026 | May 08, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 39,311 | 1,551 | 0.84% | 1.25% | 135 | -17,910 | -31.3% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 38,844 | 1,533 | 0.04% | 0.04% | 136 | +243 | 0.63% | Q1 2026 | May 12, 2026 |
| OneAscent Family Office, LLC | History | Added to | 37,909 | 1,496 | 1.04% | 1.01% | 137 | +169 | 0.45% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 37,754 | 1,490 | 0.0% | 0.0% | 138 | +16,220 | 75.32% | Q1 2026 | May 15, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 37,300 | 1,472 | 0.98% | 0.84% | 139 | +6,078 | 19.47% | Q1 2026 | Apr 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 37,198 | 1,468 | 0.01% | 0.01% | 140 | +6,768 | 22.24% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 37,177 | 1,467 | 0.02% | 0.02% | 141 | -606 | -1.6% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 37,101 | 1,464 | 0.08% | 0.07% | 142 | +5,736 | 18.29% | Q1 2026 | Apr 15, 2026 |
| Optivise Advisory Services LLC | History | Added to | 36,640 | 1,446 | 0.88% | 0.82% | 143 | +551 | 1.53% | Q1 2026 | Apr 15, 2026 |
| Sequent Asset Management, LLC | History | No change | 35,621 | 1,403 | 0.62% | 0.62% | 144 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 34,826 | 1,374 | 0.0% | 0.0% | 145 | +5,509 | 18.79% | Q1 2026 | May 14, 2026 |
| Omnitrust Wealth Management, Inc | History | Added to | 34,324 | 1,355 | 1.75% | 1.44% | 146 | +5,521 | 19.17% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 34,001 | 1,342 | 1.13% | 1.03% | 147 | +3,830 | 12.69% | Q1 2026 | Apr 17, 2026 |
| Embree Financial Group | History | Reduced | 33,706 | 1,330 | 0.16% | 0.23% | 148 | -13,141 | -28.05% | Q1 2026 | Apr 23, 2026 |
| GeoWealth Management, LLC | History | Added to | 31,374 | 1,238 | 0.04% | 0.04% | 149 | +5,439 | 20.97% | Q1 2026 | May 13, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 31,333 | 1,237 | 0.7% | 1.17% | 150 | -31,548 | -50.17% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Added to | 30,812 | 1,216 | 0.01% | 0.01% | 151 | +784 | 2.61% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 30,309 | 1,196 | 0.01% | 0.01% | 152 | +12,041 | 65.91% | Q1 2026 | Apr 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 29,488 | 1,164 | 0.0% | 0.0% | 153 | +12,372 | 72.28% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 28,613 | 1,129 | 0.01% | — | 155 | +28,613 | New | Q1 2026 | May 12, 2026 |
| Maia Wealth LLC | History | Added to | 28,606 | 1,129 | 0.19% | 0.13% | 154 | +10,101 | 54.59% | Q1 2026 | May 08, 2026 |
| REGIONS FINANCIAL CORP | History | New | 26,684 | 1,053 | 0.01% | — | 156 | +26,684 | New | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | Added to | 26,564 | 1,048 | 0.0% | 0.0% | 157 | +7,442 | 38.92% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 24,233 | 956 | 0.04% | 0.03% | 158 | +6,600 | 37.43% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 23,737 | 937 | 0.01% | — | 159 | +23,737 | New | Q1 2026 | Apr 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 23,232 | 917 | 0.02% | 0.04% | 160 | -20,994 | -47.47% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 23,070 | 910 | 0.07% | 0.03% | 161 | +14,464 | 168.07% | Q1 2026 | Apr 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 22,295 | 880 | 0.02% | 0.02% | 162 | +854 | 3.98% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | New | 22,200 | 876 | 0.01% | — | 163 | +22,200 | New | Q1 2026 | May 12, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 21,956 | 866 | 0.18% | 0.17% | 164 | -1,964 | -8.21% | Q1 2026 | Apr 08, 2026 |
| Nutshell Asset Management Ltd | History | New | 21,874 | 863 | 0.47% | — | 165 | +21,874 | New | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 21,435 | 846 | 0.05% | 0.05% | 166 | -2,074 | -8.82% | Q1 2026 | Apr 30, 2026 |
| Global Assets Advisory, LLC | History | Added to | 21,082 | 832 | 0.24% | 0.06% | 167 | +15,502 | 277.81% | Q1 2026 | May 01, 2026 |
| Jacobi Capital Management LLC | History | Added to | 20,983 | 828 | 0.05% | 0.03% | 168 | +7,355 | 53.97% | Q1 2026 | May 13, 2026 |
| Wealth Group Ltd | History | Added to | 20,828 | 822 | 0.19% | 0.17% | 169 | +1,068 | 5.4% | Q1 2026 | Apr 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,532 | 771 | 0.0% | 0.0% | 170 | +2,331 | 13.55% | Q1 2026 | Apr 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 19,257 | 760 | 0.03% | 0.03% | 171 | +2,427 | 14.42% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 18,836 | 753 | 0.02% | — | 172 | +18,836 | New | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 18,575 | 733 | 0.04% | 0.03% | 173 | +7,000 | 60.48% | Q1 2026 | May 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 18,386 | 725 | 0.03% | 0.04% | 174 | -1,008 | -5.2% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 18,300 | 722 | 0.0% | 0.0% | 175 | -51,500 | -73.78% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 18,279 | 721 | 0.0% | — | 176 | +18,279 | New | Q1 2026 | May 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 18,062 | 711 | 0.1% | 0.1% | 177 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 17,798 | 702 | 0.05% | 0.05% | 178 | +757 | 4.44% | Q1 2026 | May 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 17,386 | 686 | 0.03% | 0.02% | 179 | +5,511 | 46.41% | Q1 2026 | Apr 28, 2026 |
| Caprock Group, LLC | History | Added to | 16,992 | 670 | 0.02% | 0.01% | 180 | +31 | 0.18% | Q1 2026 | May 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 16,766 | 661 | 0.14% | 0.16% | 181 | -2,303 | -12.08% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | New | 17,845 | 647 | 0.0% | — | 182 | +17,845 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 15,871 | 626 | 0.0% | 0.0% | 183 | +9,065 | 133.19% | Q1 2026 | May 12, 2026 |
| Intrua Financial, LLC | History | Added to | 15,706 | 620 | 0.06% | 0.06% | 184 | +1,717 | 12.27% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 15,621 | 616 | 0.04% | 0.04% | 185 | -82 | -0.52% | Q1 2026 | May 12, 2026 |
| Arsenal Capital Advisors LLC | History | New | 15,538 | 613 | 0.45% | — | 186 | +15,538 | New | Q1 2026 | May 07, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 15,348 | 605 | 0.02% | 0.04% | 187 | +6,866 | 80.95% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 13,624 | 537 | 0.01% | 0.11% | 188 | -227,833 | -94.36% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,529 | 534 | 0.05% | 0.05% | 189 | +254 | 1.91% | Q1 2026 | Apr 30, 2026 |
| Secure Asset Management, LLC | History | Added to | 13,315 | 525 | 0.08% | 0.08% | 191 | +2 | 0.02% | Q1 2026 | Apr 09, 2026 |
| Aspiring Ventures, LLC | History | No change | 13,300 | 525 | 0.16% | 0.18% | 190 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| First American Bank | History | New | 12,904 | 509 | 0.03% | — | 192 | +12,904 | New | Q1 2026 | Apr 20, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 12,645 | 499 | 0.3% | 0.3% | 193 | -606 | -4.57% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | Reduced | 12,366 | 488 | 0.04% | 0.05% | 194 | -4,393 | -26.21% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,235 | 483 | 0.01% | 0.01% | 195 | +3,658 | 42.65% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 12,003 | 473 | 0.0% | 0.0% | 196 | +1,143 | 10.52% | Q1 2026 | May 15, 2026 |
| PROTECTIVE LIFE CORP | History | New | 11,732 | 463 | 1.54% | — | 197 | +11,732 | New | Q1 2026 | May 13, 2026 |
| HORAN Wealth, LLC | History | No change | 11,610 | 457 | 0.04% | 0.07% | 198 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,572 | 456 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,148 | 440 | 0.01% | 0.0% | 200 | +3,963 | 55.16% | Q1 2026 | Apr 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 11,155 | 440 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Balentine LLC | History | No change | 11,090 | 437 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Redwood Family Wealth LLC | History | Added to | 11,016 | 434 | 0.42% | 0.43% | 203 | +2 | 0.02% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 10,970 | 433 | 0.01% | 0.01% | 204 | +5,702 | 108.24% | Q1 2026 | May 11, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 10,900 | 430 | 0.0% | 0.0% | 205 | +2,900 | 36.25% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | New | 10,670 | 421 | 0.0% | — | 206 | +10,670 | New | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 10,222 | 403 | 0.0% | 0.0% | 207 | +3,597 | 54.29% | Q1 2026 | Apr 23, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 10,054 | 396 | 0.19% | 0.18% | 209 | -111 | -1.09% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,055 | 396 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 9,964 | 393 | 0.0% | — | 210 | +9,964 | New | Q1 2026 | May 15, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 9,770 | 385 | 0.13% | 0.12% | 211 | +1,273 | 14.98% | Q1 2026 | Apr 28, 2026 |
| Claro Advisors Inc. | History | Reduced | 9,580 | 378 | 0.05% | 0.06% | 212 | -1,106 | -10.35% | Q1 2026 | Apr 21, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,462 | 373 | 0.01% | 0.01% | 213 | -2,739 | -22.45% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 9,390 | 370 | 0.02% | 0.02% | 214 | +234 | 2.56% | Q1 2026 | Apr 27, 2026 |
| Indivisible Partners | History | Added to | 9,193 | 362 | 0.03% | 0.04% | 215 | +1 | 0.01% | Q1 2026 | Apr 30, 2026 |
| HBK Sorce Advisory LLC | History | New | 7,800 | 340 | 0.01% | — | 216 | +7,800 | New | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 8,273 | 326 | 0.0% | 0.0% | 217 | +4,546 | 121.97% | Q1 2026 | May 15, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 8,125 | 320 | 0.06% | 0.06% | 218 | +10 | 0.12% | Q1 2026 | May 04, 2026 |
| Ameritas Advisory Services, LLC | History | New | 7,797 | 307 | 0.01% | — | 219 | +7,797 | New | Q1 2026 | May 12, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 7,707 | 304 | 0.11% | — | 220 | +7,707 | New | Q1 2026 | May 04, 2026 |
| Carrera Capital Advisors | History | Reduced | 7,529 | 297 | 0.05% | 0.05% | 221 | -422 | -5.31% | Q1 2026 | May 04, 2026 |
| SMART Wealth LLC | History | New | 7,509 | 296 | 0.09% | — | 222 | +7,509 | New | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 44,870 | 291 | 0.01% | 0.01% | 223 | -2,347 | -4.97% | Q1 2026 | May 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 6,981 | 275 | 0.11% | 0.11% | 224 | -374 | -5.08% | Q1 2026 | Apr 23, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 6,915 | 273 | 0.07% | 0.08% | 225 | -43 | -0.62% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 6,903 | 272 | 0.0% | 0.0% | 226 | +275 | 4.15% | Q1 2026 | May 13, 2026 |
| Plan A Wealth LLC | History | Added to | 6,654 | 262 | 0.13% | 0.12% | 227 | +270 | 4.23% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 6,616 | 261 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Signature Equity Partners, LLC | History | Added to | 6,428 | 253 | 0.14% | 0.14% | 230 | +178 | 2.85% | Q1 2026 | May 13, 2026 |
| Allie Family Office LLC | History | No change | 6,422 | 253 | 0.11% | 0.12% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 6,383 | 252 | 0.0% | 0.0% | 231 | -1,226 | -16.11% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 6,255 | 246 | 0.01% | — | 232 | +6,255 | New | Q1 2026 | Apr 29, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 6,000 | 241 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 6,085 | 240 | 0.03% | — | 234 | +6,085 | New | Q1 2026 | May 18, 2026 |
| NICOLET BANKSHARES INC | History | New | 6,000 | 238 | 0.01% | — | 235 | +6,000 | New | Q1 2026 | May 14, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 5,995 | 236 | 0.03% | 0.04% | 236 | -715 | -10.66% | Q1 2026 | May 01, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Reduced | 5,949 | 234 | 0.03% | 0.04% | 237 | -1,234 | -17.18% | Q1 2026 | Apr 22, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 5,700 | 224 | 0.24% | 0.24% | 238 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 5,437 | 214 | 0.02% | — | 239 | +5,437 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | New | 5,377 | 212 | 0.0% | — | 240 | +5,377 | New | Q1 2026 | May 13, 2026 |
| Tactive Advisors, LLC | History | Added to | 5,363 | 211 | 0.06% | 0.06% | 241 | +6 | 0.11% | Q1 2026 | Apr 16, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 5,339 | 210 | 0.04% | 0.04% | 242 | -97 | -1.78% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | New | 5,206 | 205 | 0.01% | — | 243 | +5,206 | New | Q1 2026 | Apr 29, 2026 |
| MAI Capital Management | History | New | 5,101 | 201 | 0.0% | — | 244 | +5,101 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 4,469 | 176 | 0.0% | — | 246 | +4,469 | New | Q1 2026 | May 13, 2026 |
| Stelac Advisory Services LLC | History | No change | 4,465 | 176 | 0.04% | 0.06% | 245 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 4,102 | 161 | 0.0% | — | 247 | +4,102 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,508 | 138 | 0.0% | 0.0% | 248 | +1,001 | 39.93% | Q1 2026 | May 04, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 3,250 | 128 | 0.09% | 0.09% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,902 | 114 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,500 | 98 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HM PAYSON & CO | History | No change | 2,475 | 97 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clayton Financial Group LLC | History | Reduced | 2,392 | 94 | 0.05% | 0.05% | 253 | -114 | -4.55% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,861 | 73 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 1,659 | 65 | 0.0% | 0.0% | 255 | +1,543 | 1330.17% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,600 | 63 | 0.06% | 0.05% | 256 | +243 | 17.91% | Q1 2026 | May 06, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 1,545 | 60 | 0.05% | 0.05% | 257 | +31 | 2.05% | Q1 2026 | May 15, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,400 | 55 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Added to | 1,351 | 53 | 0.0% | 0.0% | 259 | +602 | 80.37% | Q1 2026 | May 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,333 | 52 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,178 | 46 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 966 | 38 | 0.0% | 0.0% | 262 | +861 | 820.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 788 | 31 | 0.0% | — | 263 | +788 | New | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 654 | 25 | 0.01% | 0.12% | 265 | -6,954 | -91.4% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 654 | 25 | 0.01% | 0.01% | 266 | +12 | 1.87% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 644 | 25 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 593 | 23 | 0.0% | — | 268 | +593 | New | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 594 | 23 | 0.0% | 0.0% | 267 | +19 | 3.3% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 500 | 19 | 0.0% | — | 269 | +500 | New | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 411 | 16 | 0.0% | — | 270 | +411 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 363 | 14 | 0.0% | 0.0% | 271 | +131 | 56.47% | Q1 2026 | Apr 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 267 | 10 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MCF Advisors LLC | History | No change | 178 | 7 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vision Retirement, LLC | History | New | 173 | 6 | 0.0% | — | 274 | +173 | New | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | New | 148 | 5 | 0.0% | — | 276 | +148 | New | Q1 2026 | Apr 22, 2026 |
| Davis Capital Management | History | No change | 128 | 5 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Princeton Global Asset Management LLC | History | No change | 113 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BESSEMER GROUP INC | History | Added to | 63 | 2 | 0.0% | 0.0% | 278 | +39 | 162.5% | Q1 2026 | May 06, 2026 |
| Networth Advisors, LLC | History | Added to | 64 | 2 | 0.0% | 0.0% | 282 | +17 | 36.17% | Q1 2026 | Apr 22, 2026 |
| Ancora Advisors LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | No change | 52 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 57 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GAMMA Investing LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -19,384 | -100.0% | Q1 2026 | Apr 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,976 | -100.0% | Q1 2026 | Apr 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,286 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,261 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -3,744 | -100.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -302 | -100.0% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |