VODAFONE GROUP PUBLIC LTD CO - VOD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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.
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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
ACR Alpine Capital Research, LLC History Added to 26,854,952 403,361 6.02% 5.37% 1 +784,305 3.01% Q1 2026 Apr 30, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 22,459,955 337,348 0.18% 0.2% 2 -3,173,334 -12.38% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Reduced 14,890,213 223,650 0.03% 0.02% 3 -396,296 -2.59% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 12,221,133 183,561 0.01% 0.01% 4 +3,733,528 43.99% Q1 2026 May 15, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 10,093,944 151,611 0.39% 0.35% 5 -280,617 -2.7% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Reduced 6,420,415 96,434 0.01% 0.01% 6 -627,973 -8.91% Q1 2026 May 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 5,849,508 87,859 1.0% 0.93% 7 +107,694 1.88% Q1 2026 Apr 23, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 5,644,540 84,780 0.02% 0.01% 8 +1,978,766 53.98% Q1 2026 May 04, 2026
JPMORGAN CHASE & CO History Added to 4,464,142 65,622 0.0% 0.0% 9 +2,517,522 129.33% Q1 2026 May 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 3,906,751 58,679 0.09% 0.1% 10 -841,056 -17.71% Q1 2026 May 14, 2026
Creek Drive Management Group LLC History Added to 3,900,000 58,578 13.34% 2.9% 11 +1,300,000 50.0% Q1 2026 May 15, 2026
SALT Holding Corp. History No change 3,821,000 57,391 34.68% 39.11% 12 0 0.0% Q1 2026 May 15, 2026
ABC ARBITRAGE SA History Added to 3,326,511 49,964 6.64% 3.99% 13 +98,922 3.06% Q1 2026 May 04, 2026
ROYAL BANK OF CANADA History Reduced 2,849,417 42,798 0.01% 0.01% 14 -3,178 -0.11% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 2,828,343 42,481 0.02% 0.02% 15 -274,681 -8.85% Q1 2026 May 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,724,776 40,926 0.02% 0.01% 16 +551,576 25.38% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 2,548,134 38,272 0.0% 0.0% 17 +201,448 8.58% Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 2,506,159 37,642 0.01% 0.01% 18 -366,540 -12.76% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Reduced 2,358,789 35,429 0.01% 0.02% 19 -6,543,697 -73.5% Q1 2026 May 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,191,809 32,920 0.0% 0.0% 20 +697,515 46.68% Q1 2026 May 15, 2026
Optiver Holding B.V. History Reduced 2,142,658 32,182 0.01% 0.01% 21 -496,563 -18.81% Q1 2026 May 15, 2026
Bridgewater Associates, LP History Added to 2,089,838 31,389 0.14% 0.1% 22 +50,179 2.46% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 2,041,134 30,657 0.0% 0.0% 23 +691,591 51.25% Q1 2026 May 12, 2026
FMR LLC History Added to 1,927,759 28,954 0.0% 0.0% 24 +354,388 22.52% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 1,838,208 27,609 0.11% 0.2% 25 -2,550,679 -58.12% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,830,650 27,494 0.01% 0.01% 26 -184,353 -9.15% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 1,670,359 25,088 0.0% 0.0% 27 +120,381 7.77% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 1,608,450 24,158 0.63% 0.43% 28 +275,337 20.65% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Added to 1,557,500 23,393 0.02% 0.01% 29 +472,048 43.49% Q1 2026 May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 1,435,393 21,559 0.11% 0.11% 30 -11,253 -0.78% Q1 2026 May 13, 2026
Capital Wealth Planning, LLC History Added to 1,394,354 20,943 0.12% 0.09% 31 +366,242 35.62% Q1 2026 May 15, 2026
Mariner, LLC History Added to 1,154,968 17,347 0.02% 0.02% 32 +149,386 14.86% Q1 2026 May 13, 2026
Walleye Trading LLC History Added to 1,109,693 16,667 0.03% 0.02% 33 +88,174 8.63% Q1 2026 May 08, 2026
GROUP ONE TRADING LLC History Added to 1,013,008 15,215 0.03% 0.01% 34 +466,857 85.48% Q1 2026 May 13, 2026
Atria Investments, Inc History Added to 992,842 14,912 0.17% 0.13% 35 +106,696 12.04% Q1 2026 May 05, 2026
Quantinno Capital Management LP History Reduced 988,723 14,850 0.02% 0.03% 36 -34,106 -3.33% Q1 2026 May 15, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 979,500 14,712 0.14% 0.13% 37 -10,780 -1.09% Q1 2026 May 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 976,548 14,667 0.33% 0.27% 38 +54,133 5.87% Q1 2026 May 15, 2026
OLD MISSION CAPITAL LLC History Added to 963,185 14,467 0.23% 0.05% 39 +785,211 441.19% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 958,271 14,393 0.0% 0.0% 40 +16,482 1.75% Q1 2026 May 11, 2026
UBS Group AG History Reduced 952,026 14,299 0.0% 0.0% 41 -30,661 -3.12% Q1 2026 May 05, 2026
GABELLI FUNDS LLC History Reduced 932,700 14,009 0.09% 0.09% 42 -20,100 -2.11% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 931,080 13,984 0.01% 0.0% 43 +699,874 302.71% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 922,213 13,851 0.0% 0.0% 44 -126,380 -12.05% Q1 2026 May 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 882,826 13,260 0.03% 0.07% 45 -1,260,275 -58.81% Q1 2026 May 11, 2026
SEI INVESTMENTS CO History Added to 866,316 13,013 0.01% 0.01% 46 +363,694 72.36% Q1 2026 May 13, 2026
LPL Financial LLC History Reduced 780,121 11,717 0.0% 0.0% 47 -12,410 -1.57% Q1 2026 May 06, 2026
STIFEL FINANCIAL CORP History Reduced 768,114 11,537 0.01% 0.01% 48 -18,763 -2.38% Q1 2026 May 12, 2026
SIH Partners, LLLP History No change 757,908 11,383 0.15% 0.19% 49 0 0.0% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Reduced 745,565 11,198 0.03% 0.03% 50 -69,444 -8.52% Q1 2026 May 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 745,428 11,196 0.19% 0.17% 51 +48,076 6.89% Q1 2026 Apr 20, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 724,204 10,877 0.03% 0.03% 52 -28,300 -3.76% Q1 2026 May 15, 2026
KEATING INVESTMENT COUNSELORS INC History Reduced 702,576 10,552 2.61% 2.59% 53 -4,750 -0.67% Q1 2026 Apr 27, 2026
TWO SIGMA ADVISERS, LP History No change 755,300 9,977 0.02% 0.02% 54 0 0.0% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 642,866 9,655 0.01% 0.01% 55 -3,875 -0.6% Q1 2026 May 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 609,052 9,147 0.0% 0.0% 56 +129,999 27.14% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 543,089 8,157 0.0% 0.0% 57 -14,416 -2.59% Q1 2026 May 07, 2026
Amundi History New 536,646 8,060 0.0% 58 +536,646 New Q1 2026 May 15, 2026
Creative Planning History Added to 488,479 7,336 0.0% 0.0% 59 +110,972 29.4% Q1 2026 May 12, 2026
CITADEL ADVISORS LLC History Reduced 465,400 6,990 0.0% 0.0% 60 -1,776,367 -79.24% Q1 2026 May 15, 2026
DRW Securities, LLC History Added to 459,955 6,908 0.1% 0.16% 61 +3,537 0.77% Q1 2026 May 13, 2026
CWA Asset Management Group, LLC History Added to 457,873 6,877 0.23% 0.2% 62 +30,175 7.06% Q1 2026 Apr 20, 2026
Inlight Wealth Management, LLC History Reduced 449,081 6,745 2.5% 2.24% 63 -14,467 -3.12% Q1 2026 May 04, 2026
ICON ADVISERS INC/CO History Reduced 400,031 6,008 1.39% 1.16% 64 -7,000 -1.72% Q1 2026 May 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 389,110 5,844 0.03% 0.02% 65 -53,003 -11.99% Q1 2026 May 14, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 374,811 5,629 0.01% 0.01% 66 -10,296 -2.67% Q1 2026 May 15, 2026
TODD ASSET MANAGEMENT LLC History New 372,914 5,601 0.11% 67 +372,914 New Q1 2026 May 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History New 370,290 5,562 0.04% 68 +370,290 New Q1 2026 May 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 355,343 5,337 0.0% 0.0% 69 +65,408 22.56% Q1 2026 May 15, 2026
Gradient Investments LLC History New 354,523 5,324 0.08% 70 +354,523 New Q1 2026 Apr 13, 2026
D. E. Shaw & Co., Inc. History Added to 348,230 5,230 0.0% 0.0% 71 +117,903 51.19% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 345,979 5,196 0.0% 0.0% 72 +149,447 76.04% Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History Reduced 341,936 5,135 0.06% 0.07% 73 -10,912 -3.09% Q1 2026 Apr 23, 2026
Empowered Funds, LLC History Added to 329,839 4,954 0.03% 0.07% 74 +9,294 2.9% Q1 2026 May 14, 2026
CIBC WORLD MARKET INC. History Reduced 313,573 4,709 0.01% 0.01% 75 -39,165 -11.1% Q1 2026 May 14, 2026
GOLDENTREE ASSET MANAGEMENT LP History New 300,000 4,499 0.27% 76 +300,000 New Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 281,296 4,225 0.0% 0.0% 77 -7,500 -2.6% Q1 2026 May 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 280,133 4,207 0.0% 0.0% 78 -91,740 -24.67% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Reduced 274,798 4,127 0.02% 0.02% 79 -75,558 -21.57% Q1 2026 Apr 30, 2026
Janney Montgomery Scott LLC History Reduced 270,855 4,068 0.01% 0.01% 80 -6,594 -2.38% Q1 2026 Apr 22, 2026
OSAIC HOLDINGS, INC. History Added to 262,626 3,944 0.01% 0.01% 81 +1,845 0.71% Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 259,010 3,890 0.04% 0.03% 82 +47,391 22.39% Q1 2026 Apr 27, 2026
LMR Partners LLP History Reduced 251,653 3,779 0.01% 0.02% 83 -511,006 -67.0% Q1 2026 May 15, 2026
&PARTNERS History Added to 237,788 3,571 0.02% 0.01% 84 +21,287 9.83% Q1 2026 May 15, 2026
Transmarket Holdings LP History Added to 235,689 3,540 1.89% 0.96% 85 +136,358 137.28% Q1 2026 May 13, 2026
Quinn Opportunity Partners LLC History Added to 228,940 3,438 0.18% 0.12% 86 +20,000 9.57% Q1 2026 May 15, 2026
Clean Yield Group History Reduced 227,683 3,419 0.96% 1.04% 87 -56,295 -19.82% Q1 2026 Apr 14, 2026
Old Port Advisors History Added to 224,779 3,376 0.78% 0.72% 88 +1,292 0.58% Q1 2026 Apr 06, 2026
HF Advisory Group, LLC History Reduced 210,453 3,161 1.08% 1.03% 89 -13,259 -5.93% Q1 2026 Apr 21, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 198,179 2,976 0.0% 0.0% 90 +4,552 2.35% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 197,966 2,973 0.0% 0.0% 91 +39,874 25.22% Q1 2026 May 05, 2026
NATIXIS ADVISORS, LLC History Added to 192,437 2,890 0.0% 0.0% 92 +38,605 25.1% Q1 2026 May 13, 2026
Tevis Investment Management History Added to 190,455 2,860 1.63% 1.31% 93 +3,390 1.81% Q1 2026 May 01, 2026
Crossmark Global Holdings, Inc. History Reduced 190,187 2,856 0.04% 0.04% 94 -4,833 -2.48% Q1 2026 May 11, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 179,233 2,692 0.01% 0.01% 95 -4,631 -2.52% Q1 2026 Apr 30, 2026
Aviso Financial Inc. History Added to 171,530 2,576 0.09% 0.07% 96 +24,710 16.83% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 171,486 2,575 0.0% 0.0% 97 +34,433 25.12% Q1 2026 Apr 27, 2026
XTX Topco Ltd History New 165,636 2,487 0.04% 98 +165,636 New Q1 2026 May 15, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 165,314 2,483 0.03% 0.04% 99 -186,724 -53.04% Q1 2026 Apr 13, 2026
BANK OF NOVA SCOTIA History Reduced 154,287 2,317 0.0% 0.0% 100 -30,050 -16.3% Q1 2026 May 14, 2026
BCV Asset Management Inc. History Reduced 146,881 2,206 0.08% 0.06% 101 -1,000 -0.68% Q1 2026 May 08, 2026
Parrish Capital LLC History Reduced 145,198 2,180 1.94% 1.82% 102 -6,652 -4.38% Q1 2026 Apr 28, 2026
Brooklyn Investment Group History Added to 143,754 2,159 0.07% 0.06% 103 +47,952 50.05% Q1 2026 Apr 29, 2026
Aquatic Capital Management LLC History Added to 139,734 2,098 0.06% 0.02% 104 +83,485 148.42% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 138,819 2,085 0.0% 0.01% 105 -255,375 -64.78% Q1 2026 May 14, 2026
CREDIT AGRICOLE S A History New 136,847 2,055 0.01% 106 +136,847 New Q1 2026 May 15, 2026
IMC-Chicago, LLC History Added to 133,100 1,999 0.0% 0.0% 107 +95,100 250.26% Q1 2026 May 05, 2026
Caprock Group, LLC History Added to 132,235 1,986 0.05% 0.04% 108 +6,587 5.24% Q1 2026 May 11, 2026
Leo Wealth, LLC History Reduced 122,823 1,844 0.13% 0.13% 109 -8,380 -6.39% Q1 2026 May 05, 2026
Ethic Inc. History Added to 122,714 1,843 0.03% 0.02% 110 +24,415 24.84% Q1 2026 Apr 27, 2026
NorthCoast Asset Management LLC History Added to 120,132 1,804 0.04% 0.03% 111 +5,566 4.86% Q1 2026 May 13, 2026
BAROMETER CAPITAL MANAGEMENT INC. History New 114,800 1,724 0.59% 112 +114,800 New Q1 2026 May 12, 2026
Corient Private Wealth LLC History Added to 112,195 1,635 0.0% 0.0% 113 +20,693 22.61% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 101,309 1,521 0.01% 0.02% 114 -42,400 -29.5% Q1 2026 May 14, 2026
Pathstone Holdings, LLC History Added to 99,897 1,500 0.01% 0.0% 115 +4,038 4.21% Q1 2026 May 11, 2026
Moors & Cabot, Inc. History Reduced 94,363 1,417 0.06% 0.06% 116 -6,898 -6.81% Q1 2026 May 08, 2026
Accurate Wealth Management, LLC History Reduced 90,118 1,413 0.17% 0.17% 117 -6,775 -6.99% Q1 2026 Apr 22, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 94,817 1,373 0.0% 0.0% 118 +13,418 16.48% Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 90,372 1,357 0.02% 0.01% 119 +17,538 24.08% Q1 2026 May 01, 2026
Walleye Capital LLC History Reduced 89,137 1,338 0.01% 0.01% 120 -100,532 -53.0% Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 88,741 1,332 0.0% 0.0% 121 +76,644 633.58% Q1 2026 May 13, 2026
TRUIST FINANCIAL CORP History Reduced 86,896 1,305 0.0% 0.0% 122 -9,555 -9.91% Q1 2026 Apr 27, 2026
Cerity Partners LLC History Added to 83,571 1,257 0.0% 0.0% 123 +16,355 24.33% Q1 2026 May 15, 2026
Vident Advisory, LLC History Added to 83,395 1,252 0.01% 0.01% 124 +6,981 9.14% Q1 2026 May 14, 2026
PEAK6 LLC History Added to 82,686 1,241 0.0% 0.0% 125 +66,239 402.74% Q1 2026 May 13, 2026
WESPAC Advisors, LLC History Reduced 81,803 1,228 0.67% 0.66% 126 -10,613 -11.48% Q1 2026 Apr 28, 2026
Michels Family Financial, LLC History Added to 81,598 1,225 0.88% 0.79% 127 +210 0.26% Q1 2026 Apr 24, 2026
Fisher Asset Management, LLC History New 80,699 1,212 0.0% 128 +80,699 New Q1 2026 May 05, 2026
GUGGENHEIM CAPITAL LLC History Reduced 80,271 1,205 0.01% 0.01% 129 -9,361 -10.44% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 76,297 1,145 0.0% 0.0% 130 -175,386 -69.69% Q1 2026 May 08, 2026
Quantbot Technologies LP History New 75,934 1,140 0.05% 131 +75,934 New Q1 2026 May 13, 2026
SHRIER WEALTH MANAGEMENT, LLC History Added to 75,867 1,139 0.42% 0.39% 132 +13 0.02% Q1 2026 Apr 14, 2026
Vise Technologies, Inc. History No change 85,654 1,131 0.02% 0.02% 133 0 0.0% Q1 2026 Apr 21, 2026
DGS Capital Management, LLC History Reduced 75,020 1,126 0.18% 0.19% 134 -7,256 -8.82% Q1 2026 Apr 28, 2026
SIGNATUREFD, LLC History Reduced 74,874 1,124 0.02% 0.02% 135 -284 -0.38% Q1 2026 Apr 07, 2026
Summit Global Investments History Added to 73,937 1,111 0.07% 0.05% 136 +9,164 14.15% Q1 2026 May 07, 2026
Manske Wealth Management History Reduced 72,827 1,093 0.31% 0.34% 137 -13,052 -15.2% Q1 2026 Apr 30, 2026
Callan Family Office, LLC History Reduced 72,550 1,089 0.02% 0.02% 138 -98 -0.13% Q1 2026 May 13, 2026
Waverly Advisors, LLC History Reduced 72,382 1,087 0.01% 0.01% 139 -8,917 -10.97% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Added to 71,942 1,080 0.01% 0.0% 140 +15,590 27.67% Q1 2026 Apr 30, 2026
Focus Partners Wealth History Added to 70,652 1,069 0.0% 0.0% 141 +12,270 21.02% Q1 2026 May 14, 2026
Invesco Ltd. History Reduced 70,580 1,060 0.0% 0.0% 142 -6,191 -8.06% Q1 2026 May 12, 2026
MML INVESTORS SERVICES, LLC History Reduced 70,442 1,058 0.0% 0.0% 143 -5,796 -7.6% Q1 2026 May 04, 2026
Orion Porfolio Solutions, LLC History Reduced 68,537 1,029 0.01% 0.01% 144 -736 -1.06% Q1 2026 May 13, 2026
Havemeyer Place LP History Reduced 66,297 995 0.11% 0.21% 145 -13,527 -16.95% Q1 2026 May 13, 2026
CITIGROUP INC History Reduced 62,929 945 0.0% 0.0% 146 -8,348 -11.71% Q1 2026 May 11, 2026
Arkadios Wealth Advisors History Added to 62,031 931 0.02% 0.01% 147 +38,961 168.88% Q1 2026 May 18, 2026
Orographic Financial Advisors, LLC History New 59,245 889 0.63% 148 +59,245 New Q1 2026 May 19, 2026
Pekin Hardy Strauss, Inc. History New 59,100 887 0.09% 149 +59,100 New Q1 2026 May 06, 2026
IEQ CAPITAL, LLC History Added to 57,021 856 0.0% 0.0% 150 +21,657 61.24% Q1 2026 May 14, 2026
Gallacher Capital Management LLC History Added to 56,382 846 0.32% 0.29% 151 +413 0.74% Q1 2026 May 05, 2026
SG Trading Solutions, LLC History No change 63,028 833 0.19% 0.19% 152 0 0.0% Q4 2025 Feb 24, 2026
Legacy Capital Group California, Inc. History Reduced 55,332 831 0.32% 0.21% 153 -9,810 -15.06% Q1 2026 May 04, 2026
Private Advisor Group, LLC History Reduced 54,867 824 0.0% 0.0% 154 -12,756 -18.86% Q1 2026 Apr 24, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 53,185 798 0.0% 0.0% 155 -5,513 -9.39% Q1 2026 May 08, 2026
Savvy Advisors, Inc. History New 52,163 783 0.02% 156 +52,163 New Q1 2026 May 11, 2026
Qtron Investments LLC History New 52,109 782 0.11% 157 +52,109 New Q1 2026 May 15, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 51,769 777 0.04% 0.04% 158 +1,301 2.58% Q1 2026 Apr 15, 2026
Steward Partners Investment Advisory, LLC History Added to 51,181 768 0.0% 0.0% 159 +1,641 3.31% Q1 2026 May 08, 2026
Baron Wealth Management LLC History Added to 50,496 758 0.23% 0.2% 160 +1,713 3.51% Q1 2026 Apr 16, 2026
GC Wealth Management RIA, LLC History Reduced 50,208 754 0.03% 0.02% 161 -1,143 -2.23% Q1 2026 May 14, 2026
D.A. DAVIDSON & CO. History Reduced 50,085 752 0.0% 0.0% 162 -591 -1.17% Q1 2026 May 05, 2026
Waterfront Wealth Inc. History Reduced 49,749 747 0.14% 0.46% 163 -120,661 -70.81% Q1 2026 Apr 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 48,973 735 0.02% 0.01% 164 +9,136 22.93% Q1 2026 May 14, 2026
Advisory Services Network, LLC History Added to 48,565 729 0.01% 0.0% 165 +25,591 111.39% Q1 2026 May 15, 2026
RNC CAPITAL MANAGEMENT LLC History No change 53,804 710 0.03% 0.03% 166 0 0.0% Q4 2025 Feb 03, 2026
Neuberger Berman Group LLC History Added to 47,016 706 0.0% 0.0% 167 +12,358 35.66% Q1 2026 May 14, 2026
RHUMBLINE ADVISERS History Reduced 46,788 702 0.0% 0.0% 168 -1,095 -2.29% Q1 2026 May 12, 2026
LEUTHOLD GROUP, LLC History Reduced 45,478 683 0.07% 0.07% 169 -1,359 -2.9% Q1 2026 May 06, 2026
PARK AVENUE SECURITIES LLC History Added to 42,612 640 0.0% 0.0% 170 +7,293 20.65% Q1 2026 Apr 07, 2026
FIRST TRUST ADVISORS LP History Reduced 42,646 640 0.0% 0.0% 171 -1,810 -4.07% Q1 2026 May 13, 2026
Financial & Tax Architects, LLC History Reduced 42,481 638 0.14% 0.19% 172 -23,044 -35.17% Q1 2026 Apr 23, 2026
Perigon Wealth Management, LLC History Added to 41,788 627 0.01% 0.01% 173 +495 1.2% Q1 2026 Apr 10, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 41,656 625 0.01% 0.01% 174 +2,959 7.65% Q1 2026 May 15, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 41,591 624 0.05% 0.04% 175 -946 -2.22% Q1 2026 Apr 27, 2026
Strategic Global Advisors, LLC History New 41,517 623 0.1% 176 +41,517 New Q1 2026 May 15, 2026
Aprio Wealth Management, LLC History Reduced 40,914 614 0.03% 0.03% 177 -3,732 -8.36% Q1 2026 May 11, 2026
WealthTrust Axiom LLC History Reduced 40,608 609 0.15% 0.17% 178 -8,997 -18.14% Q1 2026 May 11, 2026
BNP Paribas Asset Management Holding S.A. History Added to 40,197 603 0.0% 0.0% 179 +5,143 14.67% Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Reduced 39,948 600 0.02% 0.02% 180 -4,861 -10.85% Q1 2026 Apr 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 39,723 596 0.0% 0.0% 181 +6,783 20.59% Q1 2026 May 07, 2026
Auto-Owners Insurance Co History No change 39,733 596 0.01% 0.01% 182 0 0.0% Q1 2026 Apr 10, 2026
IFS Group,LLC History New 39,052 586 0.52% 183 +39,052 New Q1 2026 May 18, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 38,342 575 0.0% 0.0% 184 +3,537 10.16% Q1 2026 May 14, 2026
Compound Planning, Inc. History Added to 37,426 562 0.02% 0.01% 185 +2,406 6.87% Q1 2026 May 14, 2026
US BANCORP \DE\ History Added to 36,917 554 0.0% 0.0% 186 +2,440 7.08% Q1 2026 May 14, 2026
Modern Wealth Management, LLC History Added to 36,567 553 0.01% 0.01% 187 +5,422 17.41% Q1 2026 May 14, 2026
Advisors Asset Management, Inc. History Reduced 36,426 547 0.01% 0.01% 188 -26,499 -42.11% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 36,161 544 0.0% 0.0% 189 +27,444 314.83% Q1 2026 May 12, 2026
BROWN ADVISORY INC History Added to 36,124 542 0.0% 0.0% 190 +1,784 5.2% Q1 2026 May 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 35,953 540 0.0% 0.0% 191 +12,858 55.67% Q1 2026 Apr 24, 2026
PROFUND ADVISORS LLC History Reduced 35,621 535 0.02% 0.02% 192 -5,544 -13.47% Q1 2026 Apr 24, 2026
Beacon Pointe Advisors, LLC History Added to 35,059 526 0.0% 0.0% 193 +12,738 57.07% Q1 2026 May 15, 2026
CHOREO, LLC History Added to 34,734 521 0.01% 0.01% 194 +2,631 8.2% Q1 2026 May 12, 2026
Sanctuary Advisors, LLC History Added to 34,331 515 0.0% 0.0% 195 +4,717 15.93% Q1 2026 May 05, 2026
MGO ONE SEVEN LLC History Reduced 34,029 511 0.01% 0.01% 196 -409 -1.19% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Reduced 32,946 494 0.0% 0.0% 197 -1,004 -2.96% Q1 2026 May 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 32,619 489 0.0% 0.0% 199 +5,097 18.52% Q1 2026 May 15, 2026
AR ASSET MANAGEMENT INC History No change 32,564 489 0.09% 0.09% 198 0 0.0% Q1 2026 May 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 32,529 488 0.0% 0.0% 200 -332 -1.01% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History New 32,200 483 0.0% 201 +32,200 New Q1 2026 May 15, 2026
First Affirmative Financial Network History New 31,801 477 0.19% 202 +31,801 New Q1 2026 May 11, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 31,647 475 0.17% 0.15% 203 -1,994 -5.93% Q1 2026 Apr 23, 2026
MQS Management LLC History New 31,522 473 0.32% 204 +31,522 New Q1 2026 Apr 23, 2026
Farther Finance Advisors, LLC History Added to 30,530 461 0.0% 0.0% 205 +11,966 64.46% Q1 2026 Apr 07, 2026
Copley Financial Group, Inc. History Added to 30,611 459 0.28% 0.19% 206 +6,844 28.8% Q1 2026 May 15, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 30,484 457 0.01% 0.01% 207 +3,118 11.39% Q1 2026 May 04, 2026
Belpointe Asset Management LLC History Added to 29,725 446 0.02% 0.01% 208 +34 0.11% Q1 2026 Apr 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 29,512 443 0.0% 0.0% 209 -5,597 -15.94% Q1 2026 May 01, 2026
Provident Living Financial Services, Inc. History Added to 29,542 443 0.49% 0.38% 210 +109 0.37% Q1 2026 May 13, 2026
Lester Murray Antman dba SimplyRich History Reduced 29,297 440 0.11% 0.1% 211 -76 -0.26% Q1 2026 May 01, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 29,089 436 0.01% 0.01% 212 -234 -0.8% Q1 2026 May 06, 2026
Naviter Wealth, LLC History Added to 28,964 435 0.05% 0.05% 213 +2,328 8.74% Q1 2026 Apr 10, 2026
Versant Capital Management, Inc History Added to 28,830 433 0.04% 0.04% 214 +4,641 19.19% Q1 2026 Apr 06, 2026
Hudson Portfolio Management LLC History No change 28,857 433 0.36% 0.33% 215 0 0.0% Q1 2026 May 14, 2026
Kathmere Capital Management, LLC History Added to 28,513 428 0.03% 0.02% 216 +2,472 9.49% Q1 2026 Apr 28, 2026
Aaron Wealth Advisors LLC History Added to 27,517 413 0.02% 0.02% 217 +5,679 26.01% Q1 2026 Apr 21, 2026
CWM, LLC History Added to 27,252 409 0.0% 0.0% 218 +3,849 16.45% Q1 2026 May 14, 2026
B. Riley Wealth Advisors, Inc. History Added to 77,061 405 0.03% 0.02% 219 +50,119 186.03% Q1 2026 Apr 24, 2026
Centiva Capital, LP History Added to 26,835 403 0.0% 0.0% 220 +2,031 8.19% Q1 2026 May 14, 2026
Allworth Financial LP History Reduced 26,651 400 0.0% 0.0% 221 -2,439 -8.38% Q1 2026 May 14, 2026
Wick Capital Partners, LLC History New 3,261 397 0.07% 222 +3,261 New Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Reduced 26,228 393 0.01% 0.01% 223 -952 -3.5% Q1 2026 Apr 23, 2026
COMMERCE BANK History Added to 26,064 391 0.0% 0.0% 224 +270 1.05% Q1 2026 May 11, 2026
Integrated Wealth Concepts LLC History Reduced 25,995 390 0.0% 0.0% 227 -5,568 -17.64% Q1 2026 May 15, 2026
Baker Ellis Asset Management LLC History Reduced 26,000 390 0.05% 0.05% 226 -3,300 -11.26% Q1 2026 Apr 17, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History No change 26,000 390 0.06% 0.05% 225 0 0.0% Q1 2026 May 14, 2026
Exit Wealth Advisors, LLC. History New 25,887 388 0.2% 228 +25,887 New Q1 2026 May 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 25,399 386 0.0% 0.0% 229 -15,913 -38.52% Q1 2026 Apr 08, 2026
Savant Capital, LLC History Added to 24,863 373 0.0% 0.0% 230 +3,593 16.89% Q1 2026 May 04, 2026
Investors Research Corp History Reduced 24,785 372 0.07% 0.06% 232 -299 -1.19% Q1 2026 Apr 03, 2026
GLENMEDE TRUST CO NA History No change 28,178 372 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 17, 2026
Cetera Trust Company, N.A History No change 24,350 365 0.21% 0.17% 233 0 0.0% Q1 2026 May 08, 2026
Ariadne Wealth Management, LP History No change 23,646 355 0.16% 0.15% 234 0 0.0% Q1 2026 May 15, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 23,586 354 0.07% 0.07% 235 -1,435 -5.74% Q1 2026 Apr 20, 2026
Summit Financial, LLC History Added to 23,478 352 0.0% 0.0% 236 +53 0.23% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Added to 23,052 350 0.0% 0.0% 237 +3,807 19.78% Q1 2026 May 05, 2026
FOCUSED ALPHA, LLC History Added to 23,309 350 0.11% 0.08% 238 +2,623 12.68% Q1 2026 May 12, 2026
Sivia Capital Partners, LLC History New 23,160 347 0.07% 239 +23,160 New Q1 2026 May 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 23,099 346 0.0% 0.0% 240 0 0.0% Q1 2026 Apr 24, 2026
Dynasty Wealth Management, LLC History Reduced 22,807 342 0.0% 0.0% 241 -1,869 -7.57% Q1 2026 May 14, 2026
BLAIR WILLIAM & CO/IL History Reduced 22,523 338 0.0% 0.0% 242 -2,950 -11.58% Q1 2026 May 08, 2026
QUADRANT CAPITAL GROUP LLC History Added to 22,490 337 0.01% 0.01% 243 +1,559 7.45% Q1 2026 May 13, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 22,246 334 0.16% 0.14% 244 -148 -0.66% Q1 2026 Apr 20, 2026
Ballentine Partners, LLC History Added to 22,066 331 0.0% 0.0% 245 +2,177 10.95% Q1 2026 May 14, 2026
BAILARD, INC. History Reduced 21,868 328 0.01% 0.02% 246 -41,014 -65.22% Q1 2026 May 11, 2026
STEPHENS INC /AR/ History Reduced 21,827 327 0.0% 0.01% 247 -9,197 -29.64% Q1 2026 Apr 28, 2026
Parvin Asset Management, LLC History Reduced 21,550 323 0.23% 0.24% 248 -1,100 -4.86% Q1 2026 May 15, 2026
RiverFront Investment Group, LLC History Added to 21,128 317 0.0% 0.0% 249 +864 4.26% Q1 2026 May 11, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 21,130 317 0.05% 0.04% 250 -98 -0.46% Q1 2026 May 01, 2026
Blueshift Asset Management, LLC History New 21,069 316 0.1% 253 +21,069 New Q1 2026 May 14, 2026
HUB Investment Partners, LLC History Reduced 21,041 316 0.01% 0.01% 251 -1,186 -5.34% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Reduced 21,073 316 0.0% 0.0% 252 -508 -2.35% Q1 2026 May 13, 2026
SG Americas Securities, LLC History Reduced 21,000 315 0.0% 0.0% 254 -6,298 -23.07% Q1 2026 Apr 16, 2026
Blankinship & Foster, LLC History No change 20,912 314 0.07% 0.06% 255 0 0.0% Q1 2026 Apr 17, 2026
Mattson Financial Services, LLC History New 20,161 302 0.07% 256 +20,161 New Q1 2026 May 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 20,060 301 0.0% 0.0% 257 +9,557 90.99% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Added to 20,220 297 0.01% 0.01% 258 +1,485 7.93% Q1 2026 May 15, 2026
M Holdings Securities, Inc. History Reduced 18,082 295 0.02% 0.02% 259 -6,750 -27.18% Q1 2026 May 12, 2026
Summit Trail Advisors, LLC History New 19,601 294 0.0% 260 +19,601 New Q1 2026 May 12, 2026
KW WEALTH MANAGEMENT LLC History No change 22,251 293 0.44% 0.44% 261 0 0.0% Q4 2025 Feb 25, 2026
Engineers Gate Manager LP History Reduced 19,200 288 0.0% 0.0% 262 -8,657 -31.08% Q1 2026 May 15, 2026
PFG Investments, LLC History Reduced 19,094 286 0.01% 0.01% 263 -2,750 -12.59% Q1 2026 Apr 27, 2026
Brown Financial Advisors History New 18,917 284 0.11% 264 +18,917 New Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 18,769 281 0.01% 0.01% 265 +6,523 53.27% Q1 2026 May 15, 2026
Valeo Financial Advisors, LLC History Added to 18,668 280 0.01% 0.01% 266 +1,065 6.05% Q1 2026 May 08, 2026
Fortis Capital Advisors, LLC History Added to 18,679 280 0.04% 0.03% 267 +968 5.47% Q1 2026 Apr 28, 2026
Verition Fund Management LLC History Reduced 18,564 278 0.0% 0.01% 268 -117,263 -86.33% Q1 2026 May 15, 2026
Kingsview Wealth Management, LLC History Reduced 18,473 277 0.0% 0.0% 269 -369 -1.96% Q1 2026 May 12, 2026
Hibernia Wealth Partners, LLC History Added to 18,249 274 0.08% 0.05% 270 +4,781 35.5% Q1 2026 May 04, 2026
Pure Financial Advisors, LLC History Added to 18,019 270 0.0% 0.0% 271 +4,680 35.09% Q1 2026 Apr 10, 2026
WESBANCO BANK INC History Reduced 17,873 268 0.01% 0.01% 272 -1,598 -8.21% Q1 2026 Apr 21, 2026
BENJAMIN EDWARDS INC History Reduced 17,651 265 0.0% 0.0% 273 -2,745 -13.46% Q1 2026 May 12, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 17,164 257 0.0% 0.0% 274 0 0.0% Q1 2026 May 12, 2026
M&T BANK CORP History Reduced 17,077 256 0.0% 0.0% 275 -7,184 -29.61% Q1 2026 May 12, 2026
Equitable Holdings, Inc. History New 19,019 251 0.0% 276 +19,019 New Q1 2026 May 15, 2026
Bank Pictet & Cie (Europe) AG History No change 16,420 246 0.01% 0.0% 277 0 0.0% Q1 2026 Apr 14, 2026
Global Retirement Partners, LLC History No change 18,313 241 0.0% 0.0% 278 0 0.0% Q4 2025 Feb 06, 2026
Walkner Condon Financial Advisors LLC History Reduced 16,042 240 0.03% 0.03% 279 -1,490 -8.5% Q1 2026 Apr 28, 2026
Euro Pacific Asset Management, LLC History Added to 15,864 239 0.02% 0.02% 280 +1,231 8.41% Q1 2026 May 06, 2026
Wealthspire Advisors, LLC History Reduced 15,733 236 0.0% 0.0% 281 -5,159 -24.69% Q1 2026 May 01, 2026
TT Capital Management LLC History Reduced 15,642 234 0.19% 0.18% 282 -1,480 -8.64% Q1 2026 May 12, 2026
Three Seasons Wealth, LLC History New 15,454 232 0.09% 283 +15,454 New Q1 2026 May 05, 2026
GAMMA Investing LLC History Added to 15,440 231 0.01% 0.01% 284 +1,304 9.22% Q1 2026 Apr 06, 2026
AlphaCore Capital LLC History Reduced 15,286 229 0.01% 0.03% 285 -75,632 -83.19% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History New 15,240 228 0.0% 286 +15,240 New Q1 2026 May 06, 2026
Wallace Capital Management Inc. History No change 15,000 225 0.03% 0.02% 287 0 0.0% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 14,974 224 0.0% 0.01% 288 -18,526 -55.3% Q1 2026 Apr 27, 2026
SYON CAPITAL LLC History Added to 14,879 223 0.01% 0.01% 289 +97 0.66% Q1 2026 May 13, 2026
Farringdon Capital, Ltd. History Reduced 14,441 216 0.05% 0.18% 291 -42,616 -74.69% Q1 2026 May 15, 2026
Checchi Capital Advisers, LLC History Added to 14,395 216 0.01% 0.01% 290 +1,633 12.8% Q1 2026 May 04, 2026
SFI Advisors, LLC History No change 14,378 215 0.23% 0.12% 292 0 0.0% Q1 2026 May 05, 2026
Fort Sheridan Advisors LLC History Reduced 14,299 214 0.03% 0.02% 293 -95 -0.66% Q1 2026 May 06, 2026
JMN Financial LLC History Reduced 14,208 213 0.21% 0.28% 296 -7,303 -33.95% Q1 2026 May 15, 2026
SEVEN MILE ADVISORY History Added to 14,232 213 0.15% 0.03% 295 +605 4.44% Q1 2026 Apr 14, 2026
NorthRock Partners, LLC History Added to 14,217 213 0.0% 0.0% 294 +531 3.88% Q1 2026 May 15, 2026
BETO FINANCIAL GROUP, LLC History Reduced 13,464 211 0.12% 0.16% 297 -2,053 -13.23% Q1 2026 May 11, 2026
INGALLS & SNYDER LLC History No change 14,000 210 0.01% 0.01% 298 0 0.0% Q1 2026 May 13, 2026
Parallel Advisors, LLC History Added to 13,726 206 0.0% 0.0% 299 +4,525 49.18% Q1 2026 May 07, 2026
LVW Advisors, LLC History New 13,293 199 0.02% 301 +13,293 New Q1 2026 Apr 20, 2026
Cypress Capital Group History No change 13,262 199 0.02% 0.02% 300 0 0.0% Q1 2026 May 15, 2026
Ashton Thomas Private Wealth, LLC History New 13,046 195 0.0% 304 +13,046 New Q1 2026 May 11, 2026
EQUITY INVESTMENT CORP History Reduced 13,043 195 0.0% 0.0% 302 -2,740 -17.36% Q1 2026 May 04, 2026
NIA IMPACT ADVISORS, LLC History Added to 13,031 195 0.09% 0.05% 303 +2,524 24.02% Q1 2026 May 08, 2026
AE Wealth Management LLC History Reduced 12,823 192 0.0% 0.0% 305 -2,650 -17.13% Q1 2026 May 13, 2026
CoreCap Advisors, LLC History Added to 12,779 191 0.01% 0.0% 307 +7,148 126.94% Q1 2026 Apr 07, 2026
Tidal Investments LLC History Reduced 12,725 191 0.0% 0.0% 306 -440 -3.34% Q1 2026 May 15, 2026
PCM Encore, LLC History Added to 12,743 191 0.04% 0.04% 308 +161 1.28% Q1 2026 May 12, 2026
Composition Wealth, LLC History New 12,206 183 0.0% 309 +12,206 New Q1 2026 Apr 08, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 12,158 182 0.0% 0.0% 310 -388 -3.09% Q1 2026 May 05, 2026
Squarepoint Ops LLC History Reduced 11,735 176 0.0% 0.0% 311 -52,465 -81.72% Q1 2026 May 15, 2026
Sovran Advisors, LLC History New 11,143 176 0.01% 312 +11,143 New Q1 2026 May 01, 2026
Graham Capital Management, L.P. History Reduced 11,713 175 0.0% 0.05% 313 -141,750 -92.37% Q1 2026 May 15, 2026
EntryPoint Capital, LLC History No change 11,699 175 0.05% 0.06% 314 0 0.0% Q1 2026 May 14, 2026
Brucke Financial, Inc. History Reduced 11,386 171 0.09% 0.14% 316 -8,575 -42.96% Q1 2026 Apr 10, 2026
Ascent Group, LLC History Added to 11,443 171 0.01% 0.01% 315 +285 2.55% Q1 2026 May 15, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History New 11,352 170 0.15% 317 +11,352 New Q1 2026 May 15, 2026
Independent Advisor Alliance History Added to 11,274 169 0.0% 0.0% 318 +648 6.1% Q1 2026 May 12, 2026
HOLDERNESS INVESTMENTS CO History No change 11,231 168 0.03% 0.03% 319 0 0.0% Q1 2026 May 12, 2026
Providence Wealth Advisors, LLC History No change 11,183 168 0.11% 0.09% 320 0 0.0% Q1 2026 May 05, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 11,161 167 0.01% 0.01% 322 +489 4.58% Q1 2026 Apr 16, 2026
COFG Advisors, LLC History Added to 11,171 167 0.04% 0.04% 321 +41 0.37% Q1 2026 May 11, 2026
Merit Financial Group, LLC History New 11,102 166 0.0% 323 +11,102 New Q1 2026 Apr 15, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 11,018 165 0.0% 0.0% 324 -1,545 -12.3% Q1 2026 Apr 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 10,984 164 0.0% 0.0% 325 -2,080 -15.92% Q1 2026 May 08, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 10,790 162 0.02% 0.02% 326 -534 -4.72% Q1 2026 May 12, 2026
Venturi Wealth Management, LLC History New 10,758 161 0.01% 327 +10,758 New Q1 2026 Apr 21, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 10,516 157 0.04% 0.03% 328 -283 -2.62% Q1 2026 May 11, 2026
Ascentis Independent Advisors History New 10,383 155 0.01% 329 +10,383 New Q1 2026 Apr 28, 2026
PINNACLE ASSOCIATES LTD History No change 10,298 154 0.0% 0.0% 330 0 0.0% Q1 2026 Apr 21, 2026
Concurrent Investment Advisors, LLC History Added to 10,242 153 0.0% 0.0% 331 +152 1.51% Q1 2026 Apr 20, 2026
Mountain Hill Investment Partners Corp. History Reduced 10,145 152 0.09% 0.36% 333 -28,368 -73.66% Q1 2026 May 01, 2026
Portside Wealth Group, LLC History New 10,136 152 0.02% 334 +10,136 New Q1 2026 May 12, 2026
DAVENPORT & Co LLC History Reduced 10,140 152 0.0% 0.0% 332 -190 -1.84% Q1 2026 Apr 15, 2026
Carrera Capital Advisors History Reduced 10,047 150 0.02% 0.04% 336 -9,460 -48.5% Q1 2026 May 04, 2026
Narus Financial Partners, LLC History No change 10,000 150 0.04% 0.04% 335 0 0.0% Q1 2026 Apr 21, 2026
MAI Capital Management History Added to 9,583 143 0.0% 0.0% 337 +703 7.92% Q1 2026 May 15, 2026
WESTPORT ASSET MANAGEMENT INC History No change 8,989 135 0.06% 0.04% 338 0 0.0% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Added to 8,518 127 0.01% 0.01% 339 +30 0.35% Q1 2026 May 13, 2026
Cromwell Holdings LLC History No change 8,193 123 0.07% 0.06% 340 0 0.0% Q1 2026 Apr 30, 2026
Pacific Center for Financial Services History Added to 7,783 116 0.03% 0.02% 341 +370 4.99% Q1 2026 May 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 6,602 99 0.0% 0.0% 342 +4,949 299.4% Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History Added to 6,035 90 0.0% 0.0% 343 +219 3.77% Q1 2026 May 07, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 5,714 85 0.01% 0.01% 344 -383 -6.28% Q1 2026 May 11, 2026
Manchester Capital Management LLC History Added to 5,599 84 0.01% 0.01% 345 +2,317 70.6% Q1 2026 May 11, 2026
Sound Income Strategies, LLC History Added to 4,769 72 0.0% 0.0% 346 +3 0.06% Q1 2026 Apr 27, 2026
Wilmington Savings Fund Society, FSB History Added to 4,646 69 0.0% 0.0% 347 +118 2.61% Q1 2026 Apr 30, 2026
Arax Advisory Partners History Reduced 3,991 60 0.0% 0.0% 348 -777 -16.3% Q1 2026 May 13, 2026
Larson Financial Group LLC History Added to 3,679 55 0.0% 0.0% 349 +155 4.4% Q1 2026 May 15, 2026
Evergreen Advisors, LLC History New 3,623 54 0.01% 350 +3,623 New Q1 2026 May 05, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 3,235 48 0.01% 0.01% 351 0 0.0% Q1 2026 May 12, 2026
CIBC Private Wealth Group LLC History No change 3,435 45 0.0% 0.0% 352 0 0.0% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Added to 2,992 44 0.0% 0.0% 353 +717 31.52% Q1 2026 May 06, 2026
American Capital Advisory, LLC History Added to 2,903 43 0.02% 0.01% 354 +503 20.96% Q1 2026 Apr 29, 2026
Asset Dedication, LLC History No change 3,144 41 0.0% 0.0% 355 0 0.0% Q4 2025 Jan 26, 2026
Destiny Wealth Partners, LLC History New 2,614 39 0.0% 357 +2,614 New Q1 2026 May 11, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,653 39 0.0% 0.0% 356 +1,963 284.49% Q1 2026 May 14, 2026
SOA Wealth Advisors, LLC. History No change 2,364 35 0.01% 0.01% 358 0 0.0% Q1 2026 May 20, 2026
Western Wealth Management, LLC History New 2,279 34 0.0% 360 +2,279 New Q1 2026 May 19, 2026
NBC SECURITIES, INC. History Reduced 2,298 34 0.0% 0.0% 359 -1,027 -30.89% Q1 2026 Apr 14, 2026
Fourth Dimension Wealth, LLC History No change 2,251 33 0.01% 0.01% 361 0 0.0% Q1 2026 May 11, 2026
Owl Creek Wealth Partners LLC History New 2,137 32 0.01% 363 +2,137 New Q1 2026 May 13, 2026
Blue Trust, Inc. History Reduced 2,181 32 0.0% 0.0% 362 -1,637 -42.88% Q1 2026 Apr 20, 2026
DEUTSCHE BANK AG\ History No change 2,100 31 0.0% 0.0% 364 0 0.0% Q1 2026 May 06, 2026
BAYBAN History Added to 2,039 30 0.03% 366 +2,009 6696.67% Q1 2026 Apr 24, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 2,037 30 0.0% 0.0% 365 +66 3.35% Q1 2026 May 11, 2026
UMB Bank, n.a. History Added to 31,933 29 0.0% 0.0% 368 +19,762 162.37% Q1 2026 May 11, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,909 29 0.01% 0.01% 367 0 0.0% Q1 2026 May 14, 2026
Opal Wealth Advisors, LLC History New 1,844 27 0.01% 369 +1,844 New Q1 2026 Apr 14, 2026
Atlantic Union Bankshares Corp History Added to 1,631 24 0.0% 0.0% 370 +6 0.37% Q1 2026 May 12, 2026
WealthCollab, LLC History No change 1,649 24 0.01% 0.01% 371 0 0.0% Q1 2026 May 13, 2026
IFP Advisors, Inc History Added to 1,555 23 0.0% 0.0% 373 +100 6.87% Q1 2026 Apr 13, 2026
Hilton Head Capital Partners, LLC History Added to 1,591 23 0.01% 0.01% 374 +6 0.38% Q1 2026 Apr 20, 2026
Boit C F David History No change 1,574 23 0.01% 0.01% 372 0 0.0% Q1 2026 Apr 09, 2026
McIlrath & Eck, LLC History No change 1,457 21 0.0% 0.0% 375 0 0.0% Q1 2026 May 19, 2026
CoreFirst Bank & Trust History No change 1,600 21 0.01% 0.01% 376 0 0.0% Q4 2025 Feb 11, 2026
V-Square Quantitative Management LLC History New 1,395 20 0.0% 380 +1,395 New Q1 2026 Apr 27, 2026
True Wealth Design, LLC History Added to 1,352 20 0.01% 0.0% 379 +987 270.41% Q1 2026 Apr 13, 2026
BESSEMER GROUP INC History Reduced 1,328 20 0.0% 0.0% 377 -464 -25.89% Q1 2026 May 06, 2026
North Star Investment Management Corp. History No change 1,383 20 0.0% 0.0% 378 0 0.0% Q1 2026 Apr 23, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1,330 19 0.0% 382 +1,330 New Q1 2026 May 08, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 1,302 19 0.0% 0.0% 381 +971 293.35% Q1 2026 Apr 27, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,242 18 0.01% 0.01% 383 0 0.0% Q1 2026 May 05, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,200 18 0.0% 0.0% 384 0 0.0% Q1 2026 Apr 30, 2026
FINANCIAL CONSULATE, INC History Added to 1,146 17 0.0% 0.0% 385 +901 367.76% Q1 2026 Apr 21, 2026
Rosenberg Matthew Hamilton History Reduced 1,104 16 0.0% 0.0% 387 -327 -22.85% Q1 2026 Apr 06, 2026
Salomon & Ludwin, LLC History No change 1,098 16 0.0% 0.0% 386 0 0.0% Q1 2026 May 11, 2026
CENTRAL TRUST Co History Reduced 1,034 15 0.0% 0.0% 388 -2,881 -73.59% Q1 2026 Apr 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,059 15 0.0% 0.0% 389 -418 -28.3% Q1 2026 May 15, 2026
First Command Advisory Services, Inc. History Added to 1,062 15 0.0% 0.0% 392 +137 14.81% Q1 2026 May 07, 2026
SHP Wealth Management History Added to 1,062 15 0.0% 0.0% 393 +91 9.37% Q1 2026 May 08, 2026
SJS Investment Consulting Inc. History Added to 1,024 15 0.0% 0.0% 394 +3 0.29% Q1 2026 Apr 23, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,000 15 0.0% 0.0% 390 0 0.0% Q1 2026 Apr 15, 2026
WEBSTER BANK, N. A. History No change 1,050 15 0.0% 0.0% 391 0 0.0% Q1 2026 Apr 17, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,000 15 0.0% 0.0% 395 0 0.0% Q1 2026 Apr 22, 2026
Intentional Wealth Strategies, LLC History New 946 14 0.01% 396 +946 New Q1 2026 May 05, 2026
EASTERN BANK History Reduced 910 13 0.0% 0.0% 397 -95 -9.45% Q1 2026 Apr 07, 2026
Signature Equity Partners, LLC History Added to 819 12 0.01% 0.0% 399 +488 147.43% Q1 2026 May 13, 2026
Phillip James Consulting Co. History New 142 12 0.01% 400 +142 New Q1 2026 May 11, 2026
Godfrey Financial Associates, Inc. History No change 857 12 0.01% 0.01% 398 0 0.0% Q1 2026 May 11, 2026
Whipplewood Advisors, LLC History Added to 773 11 0.01% 0.0% 405 +640 481.2% Q1 2026 Apr 30, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Reduced 797 11 0.01% 0.01% 404 -57 -6.67% Q1 2026 May 12, 2026
MONTAG A & ASSOCIATES INC History No change 793 11 0.0% 0.0% 401 0 0.0% Q1 2026 Apr 29, 2026
Jackson, Grant Investment Advisers, Inc. History No change 749 11 0.0% 0.0% 402 0 0.0% Q1 2026 May 08, 2026
MTM Investment Management, LLC History No change 768 11 0.0% 0.0% 403 0 0.0% Q1 2026 May 06, 2026
Hickory Point Bank & Trust History New 710 10 0.01% 410 +710 New Q1 2026 Apr 03, 2026
Cornerstone Planning Group LLC History Added to 677 10 0.0% 0.0% 407 +69 11.35% Q1 2026 May 06, 2026
PFS Partners, LLC History Added to 673 10 0.0% 0.0% 409 +9 1.36% Q1 2026 Apr 09, 2026
ST GERMAIN D J CO INC History No change 728 10 0.0% 0.0% 406 0 0.0% Q1 2026 Apr 13, 2026
New England Capital Financial Advisors LLC History No change 727 10 0.0% 0.0% 408 0 0.0% Q1 2026 Apr 27, 2026
GW&K Investment Management, LLC History Added to 577 9 0.0% 0.0% 411 +402 229.71% Q1 2026 May 13, 2026
Rakuten Securities, Inc. History Added to 601 9 0.0% 0.0% 415 +101 20.2% Q1 2026 May 01, 2026
Prestige Wealth Management Group LLC History No change 644 9 0.0% 0.0% 412 0 0.0% Q1 2026 May 13, 2026
Physician Wealth Advisors, Inc. History No change 636 9 0.0% 0.0% 413 0 0.0% Q1 2026 Apr 24, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 622 9 0.0% 0.0% 414 0 0.0% Q1 2026 Apr 10, 2026
MCF Advisors LLC History Added to 586 8 0.0% 0.0% 417 +467 392.44% Q1 2026 May 11, 2026
VISION FINANCIAL MARKETS LLC History No change 545 8 0.01% 0.01% 416 0 0.0% Q1 2026 Apr 24, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 517 8 0.0% 0.0% 418 0 0.0% Q1 2026 Apr 29, 2026
Bare Financial Services, Inc History Added to 504 7 0.0% 0.0% 426 +85 20.29% Q1 2026 May 14, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 475 7 0.0% 0.0% 419 0 0.0% Q1 2026 Apr 27, 2026
JFS WEALTH ADVISORS, LLC History No change 530 7 0.0% 0.0% 420 0 0.0% Q1 2026 Apr 20, 2026
Heritage Wealth Advisors History No change 477 7 0.0% 0.0% 421 0 0.0% Q1 2026 May 13, 2026
Costello Asset Management, INC History No change 500 7 0.0% 0.0% 422 0 0.0% Q1 2026 Apr 30, 2026
Geneos Wealth Management Inc. History No change 525 7 0.0% 0.0% 423 0 0.0% Q1 2026 May 04, 2026
Smallwood Wealth Investment Management, LLC History No change 487 7 0.0% 0.0% 424 0 0.0% Q1 2026 Apr 22, 2026
ORG Partners LLC History No change 592 7 0.0% 0.0% 425 0 0.0% Q4 2025 Jan 14, 2026
Leo H. Evart, Inc. History New 454 6 0.01% 441 +454 New Q1 2026 May 13, 2026
IFG Advisory, LLC History New 422 6 0.02% 440 +422 New Q1 2026 May 12, 2026
GHP Investment Advisors, Inc. History Added to 404 6 0.0% 429 +359 797.78% Q1 2026 Apr 21, 2026
Ancora Advisors LLC History Added to 445 6 0.0% 0.0% 430 +342 332.04% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 409 6 0.0% 0.0% 427 +80 24.32% Q1 2026 May 01, 2026
NBT BANK N A /NY History Added to 440 6 0.0% 0.0% 428 +70 18.92% Q1 2026 Apr 28, 2026
AMERIFLEX GROUP, INC. History Added to 465 6 0.0% 0.0% 438 +7 1.53% Q1 2026 May 15, 2026
Quest 10 Wealth Builders, Inc. History Reduced 449 6 0.01% 0.0% 436 -3 -0.66% Q1 2026 May 06, 2026
Bogart Wealth, LLC History No change 404 6 0.0% 0.0% 431 0 0.0% Q1 2026 Apr 28, 2026
Vermillion Wealth Management, Inc. History No change 465 6 0.0% 0.0% 432 0 0.0% Q1 2026 Apr 17, 2026
Washington Trust Advisors, Inc. History No change 410 6 0.0% 0.0% 433 0 0.0% Q1 2026 Apr 06, 2026
SageView Advisory Group, LLC History No change 521 6 0.0% 0.0% 434 0 0.0% Q4 2025 Feb 17, 2026
Park Place Capital Corp History No change 442 6 0.0% 0.0% 435 0 0.0% Q1 2026 Apr 09, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 500 6 0.0% 0.0% 437 0 0.0% Q4 2025 Feb 11, 2026
Essential Partners LLC History No change 465 6 0.0% 0.0% 439 0 0.0% Q1 2026 May 21, 2026
Financial Gravity Asset Management, Inc. History New 381 5 0.0% 453 +381 New Q1 2026 May 08, 2026
TOMPKINS FINANCIAL CORP History New 348 5 0.0% 452 +348 New Q1 2026 Apr 09, 2026
McMillan Office, Inc. History Reduced 357 5 0.0% 0.0% 451 -238 -40.0% Q1 2026 Apr 23, 2026
AdvisorNet Financial, Inc History No change 389 5 0.0% 0.0% 442 0 0.0% Q1 2026 Apr 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 381 5 0.0% 0.0% 443 0 0.0% Q1 2026 Apr 23, 2026
Cranbrook Wealth Management, LLC History No change 374 5 0.0% 0.0% 444 0 0.0% Q1 2026 Apr 15, 2026
Grove Bank & Trust History No change 348 5 0.0% 0.0% 445 0 0.0% Q1 2026 Apr 08, 2026
Citizens National Bank Trust Department History No change 381 5 0.0% 0.0% 446 0 0.0% Q1 2026 May 04, 2026
Spire Wealth Management History No change 347 5 0.0% 0.0% 447 0 0.0% Q1 2026 Apr 22, 2026
Hilltop National Bank History No change 388 5 0.0% 0.0% 448 0 0.0% Q1 2026 Apr 02, 2026
Bank & Trust Co History No change 393 5 0.0% 0.0% 449 0 0.0% Q1 2026 Apr 13, 2026
TOWER TRUST & INVESTMENT Co History No change 388 5 0.0% 0.0% 450 0 0.0% Q1 2026 Apr 08, 2026
Strategic Advocates LLC History Reduced 297 4 0.02% 0.0% 461 -312 -51.23% Q1 2026 May 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 305 4 0.0% 464 +305 New Q1 2026 Apr 14, 2026
Napier Financial, LLC History New 302 4 0.0% 466 +302 New Q1 2026 May 05, 2026
Cassaday & Co Wealth Management LLC History New 286 4 0.0% 465 +286 New Q1 2026 May 07, 2026
Retirement Wealth Solutions LLC History Added to 306 4 0.0% 0.0% 463 +227 287.34% Q1 2026 Apr 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 282 4 0.0% 0.0% 454 -114 -28.79% Q1 2026 May 08, 2026
CX Institutional History Reduced 283 4 0.0% 0.0% 458 -17 -5.67% Q1 2026 Apr 06, 2026
DUNCKER STREETT & CO INC History No change 324 4 0.0% 0.0% 455 0 0.0% Q1 2026 Apr 29, 2026
Transamerica Financial Advisors, LLC History No change 282 4 0.0% 0.0% 456 0 0.0% Q1 2026 May 15, 2026
Pinnacle Bancorp, Inc. History No change 272 4 0.0% 0.0% 457 0 0.0% Q1 2026 Apr 22, 2026
TUCKER ASSET MANAGEMENT LLC History No change 353 4 0.0% 0.0% 459 0 0.0% Q4 2025 Feb 05, 2026
Cherry Tree Wealth Management, LLC History No change 270 4 0.0% 0.0% 460 0 0.0% Q1 2026 May 05, 2026
Bruce G. Allen Investments, LLC History No change 267 4 0.0% 0.0% 462 0 0.0% Q1 2026 May 08, 2026
MOTCO History Reduced 248 3 0.0% 0.0% 470 -257 -50.89% Q1 2026 Apr 22, 2026
Dogwood Wealth Management LLC History New 219 3 0.0% 481 +219 New Q1 2026 May 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 204 3 0.0% 480 +204 New Q1 2026 May 06, 2026
Main Street Group, LTD History New 201 3 0.0% 479 +201 New Q1 2026 May 06, 2026
Financial Management Professionals, Inc. History Reduced 244 3 0.0% 0.0% 471 -180 -42.45% Q1 2026 Apr 15, 2026
BARRETT & COMPANY, INC. History Reduced 204 3 0.0% 0.0% 468 -103 -33.55% Q1 2026 May 04, 2026
Financial Network Wealth Advisors LLC History Added to 256 3 0.0% 0.0% 474 +80 45.45% Q1 2026 May 14, 2026
Kilter Group LLC History Added to 204 3 0.0% 0.0% 477 +80 64.52% Q1 2026 May 14, 2026
MANNING & NAPIER ADVISORS LLC History Added to 272 3 0.0% 0.0% 467 +1 0.37% Q1 2026 Apr 30, 2026
Smithfield Trust Co History No change 185 3 0.0% 0.0% 469 0 0.0% Q1 2026 May 08, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 250 3 0.0% 0.0% 472 0 0.0% Q1 2026 May 01, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 200 3 0.0% 0.0% 473 0 0.0% Q1 2026 May 06, 2026
Millstone Evans Group, LLC History No change 240 3 0.0% 0.0% 475 0 0.0% Q1 2026 Apr 30, 2026
Navigoe, LLC History No change 238 3 0.0% 0.0% 476 0 0.0% Q1 2026 May 01, 2026
Miller Global Investments, LLC History No change 222 3 0.0% 0.0% 478 0 0.0% Q1 2026 Apr 06, 2026
Lloyd Advisory Services, LLC. History New 150 2 0.0% 497 +150 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History New 150 2 0.0% 498 +150 New Q1 2026 May 13, 2026
Bayforest Capital Ltd History New 147 2 0.0% 499 +147 New Q1 2026 Apr 15, 2026
Triumph Capital Management History Added to 151 2 0.0% 0.0% 487 +20 15.27% Q1 2026 May 13, 2026
Golden State Wealth Management, LLC History Added to 173 2 0.0% 0.0% 489 +3 1.76% Q1 2026 Apr 28, 2026
IMA Advisory Services, Inc. History Reduced 137 2 0.0% 0.0% 483 -2 -1.44% Q1 2026 May 06, 2026
Winch Advisory Services, LLC History Added to 139 2 0.0% 0.0% 485 +2 1.46% Q1 2026 Apr 30, 2026
Financial Perspectives, Inc History Added to 194 2 0.0% 0.0% 491 +2 1.04% Q1 2026 May 11, 2026
Westfuller Advisors, LLC History Added to 135 2 0.0% 0.0% 493 +2 1.5% Q1 2026 Apr 28, 2026
Ares Financial Consulting, LLC History Added to 155 2 0.0% 0.0% 495 +1 0.65% Q1 2026 Apr 02, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 167 2 0.0% 0.0% 482 0 0.0% Q1 2026 Apr 15, 2026
Westside Investment Management, Inc. History No change 168 2 0.0% 0.0% 484 0 0.0% Q1 2026 May 04, 2026
Measured Wealth Private Client Group, LLC History No change 150 2 0.0% 0.0% 486 0 0.0% Q1 2026 May 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 162 2 0.0% 0.0% 488 0 0.0% Q1 2026 Apr 28, 2026
Newton One Investments LLC History No change 187 2 0.0% 0.0% 490 0 0.0% Q1 2026 Apr 24, 2026
LRI Investments, LLC History No change 171 2 0.0% 0.0% 492 0 0.0% Q1 2026 Apr 30, 2026
Provenance Wealth Advisors, LLC History No change 154 2 0.0% 0.0% 494 0 0.0% Q1 2026 Apr 20, 2026
Benson Wealth Management INC History No change 142 2 0.0% 0.0% 496 0 0.0% Q1 2026 May 12, 2026
Glen Eagle Advisors, LLC History Reduced 91 1 0.0% 0.0% 516 -1,670 -94.83% Q1 2026 May 15, 2026
Avion Wealth History New 130 1 0.0% 527 +130 New Q1 2026 May 01, 2026
Addison Advisors LLC History New 124 1 0.0% 528 +124 New Q1 2026 May 08, 2026
MATHER GROUP, LLC. History New 120 1 0.0% 523 +120 New Q1 2026 Apr 13, 2026
Innovative Asset Advisors Group, LLC History New 120 1 0.0% 531 +120 New Q1 2026 May 12, 2026
Community Financial Services Group, LLC History New 114 1 0.0% 524 +114 New Q1 2026 Apr 08, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 102 1 0.0% 522 +102 New Q1 2026 Apr 28, 2026
Merkkuri Wealth Advisors LLC History New 102 1 0.0% 530 +102 New Q1 2026 Apr 21, 2026
PlanVest Financial, Inc History New 100 1 0.0% 532 +100 New Q1 2026 May 14, 2026
Frazier Financial Advisors, LLC History Reduced 74 1 0.0% 0.0% 514 -81 -52.26% Q1 2026 May 05, 2026
MBM WEALTH CONSULTANTS, LLC History New 79 1 0.0% 526 +79 New Q1 2026 Apr 20, 2026
Magnolia Wealth Management, LLC History New 78 1 0.0% 529 +78 New Q1 2026 May 06, 2026
Horizon Investments, LLC History New 70 1 0.0% 525 +70 New Q1 2026 May 14, 2026
HM PAYSON & CO History New 67 1 0.0% 521 +67 New Q1 2026 Apr 13, 2026
Root Financial Partners, LLC History Added to 108 1 0.0% 0.0% 512 +30 38.46% Q1 2026 Apr 24, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 81 1 0.0% 501 +16 24.62% Q1 2026 Apr 13, 2026
Princeton Global Asset Management LLC History Added to 91 1 0.0% 0.0% 508 +1 1.11% Q1 2026 Apr 22, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 73 1 0.0% 518 +1 1.39% Q1 2026 May 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 120 1 0.0% 0.0% 500 0 0.0% Q1 2026 Apr 17, 2026
TRUST CO OF VERMONT History No change 150 1 0.0% 0.0% 502 0 0.0% Q4 2025 Jan 16, 2026
PRIVATE TRUST CO NA History No change 130 1 0.0% 0.0% 503 0 0.0% Q1 2026 Apr 30, 2026
Johnson Financial Group, Inc. History No change 133 1 0.0% 0.0% 504 0 0.0% Q1 2026 May 07, 2026
Oakworth Capital, Inc. History No change 118 1 0.0% 0.0% 505 0 0.0% Q1 2026 Apr 24, 2026
BFSG, LLC History No change 132 1 0.0% 0.0% 506 0 0.0% Q1 2026 Apr 28, 2026
Strategic Wealth Partners, Ltd. History No change 127 1 0.0% 0.0% 507 0 0.0% Q1 2026 May 12, 2026
Archer Investment Corp History No change 94 1 0.0% 0.0% 509 0 0.0% Q1 2026 May 04, 2026
IAG Wealth Partners, LLC History No change 109 1 0.0% 0.0% 510 0 0.0% Q1 2026 Apr 29, 2026
Quent Capital, LLC History No change 97 1 0.0% 0.0% 511 0 0.0% Q1 2026 Apr 28, 2026
CGC Financial Services, LLC History No change 118 1 0.0% 0.0% 513 0 0.0% Q1 2026 Apr 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 126 1 0.0% 0.0% 515 0 0.0% Q1 2026 Apr 27, 2026
Principia Wealth Advisory, LLC History No change 117 1 0.0% 0.0% 517 0 0.0% Q4 2025 Feb 10, 2026
Cornerstone Financial Management LLC History No change 116 1 0.0% 0.0% 519 0 0.0% Q1 2026 May 08, 2026
Bravera Wealth History No change 71 1 0.0% 520 0 0.0% Q1 2026 Apr 22, 2026
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.98% -800,000 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 0.04% -69,246 -100.0% Q1 2026 May 14, 2026
Robertson Stephens Wealth Management, LLC History Closed out 0 0 0.02% -68,396 -100.0% Q1 2026 Apr 28, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.11% -55,457 -100.0% Q1 2026 May 12, 2026
Parallax Volatility Advisers, L.P. History Closed out 0 0 0.0% -53,826 -100.0% Q1 2026 May 15, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 0.02% -50,164 -100.0% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -48,758 -100.0% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Closed out 0 0 0.01% -48,511 -100.0% Q1 2026 Apr 20, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -44,008 -100.0% Q1 2026 May 15, 2026
Lido Advisors, LLC History Closed out 0 0 0.0% -40,537 -100.0% Q1 2026 May 13, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Closed out 0 0 0.04% -38,272 -100.0% Q1 2026 Apr 15, 2026
HighPoint Advisor Group LLC History Closed out 0 0 0.02% -26,308 -100.0% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -25,873 -100.0% Q1 2026 May 15, 2026
Forum Financial Management, LP History Closed out 0 0 0.0% -20,484 -100.0% Q1 2026 Apr 23, 2026
U.S. Capital Wealth Advisors, LLC History Closed out 0 0 0.01% -20,146 -100.0% Q1 2026 Apr 07, 2026
Trek Financial, LLC History Closed out 0 0 0.01% -16,836 -100.0% Q1 2026 May 13, 2026
180 WEALTH ADVISORS, LLC History Closed out 0 0 0.02% -16,160 -100.0% Q1 2026 May 01, 2026
Aptus Capital Advisors, LLC History Closed out 0 0 0.0% -15,174 -100.0% Q1 2026 May 11, 2026
PARK NATIONAL CORP /OH/ History Closed out 0 0 0.01% -14,650 -100.0% Q1 2026 Apr 16, 2026
Hilltop Holdings Inc. History Closed out 0 0 0.01% -14,619 -100.0% Q1 2026 May 14, 2026
Jump Financial, LLC History Closed out 0 0 0.0% -13,209 -100.0% Q1 2026 May 14, 2026
Sowell Financial Services LLC History Closed out 0 0 0.01% -12,725 -100.0% Q1 2026 Apr 20, 2026
Advocate Investing Services LLC History Closed out 0 0 0.14% -12,100 -100.0% Q1 2026 Apr 22, 2026
Jain Global LLC History Closed out 0 0 0.0% -12,092 -100.0% Q1 2026 May 15, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -11,997 -100.0% Q1 2026 May 15, 2026
Coyle Financial Counsel LLC History Closed out 0 0 0.03% -11,251 -100.0% Q1 2026 May 12, 2026
Cornerstone Wealth Management, LLC History Closed out 0 0 0.01% -11,004 -100.0% Q1 2026 Apr 23, 2026
GTS SECURITIES LLC History Closed out 0 0 0.0% -10,819 -100.0% Q1 2026 May 14, 2026
SCOTIA CAPITAL INC. History Closed out 0 0 0.0% -10,778 -100.0% Q1 2026 May 13, 2026
EP Wealth Advisors, LLC History Closed out 0 0 0.0% -10,504 -100.0% Q1 2026 May 14, 2026
REXFORD CAPITAL INC History Closed out 0 0 0.08% -7,955 -100.0% Q1 2026 Apr 23, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.01% -3,600 -100.0% Q1 2026 Apr 30, 2026
ATWOOD & PALMER INC History Closed out 0 0 0.0% -2,500 -100.0% Q1 2026 Apr 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -1,325 -100.0% Q1 2026 Apr 28, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.01% -1,249 -100.0% Q1 2026 May 11, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 4 0 0.0% -585 -99.32% Q1 2026 May 11, 2026
Harbor Asset Planning, Inc. History Closed out 0 0 0.01% -520 -100.0% Q1 2026 Apr 22, 2026
Bell Investment Advisors, Inc History Reduced 41 0 0.0% -464 -91.88% Q1 2026 Apr 17, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.0% -302 -100.0% Q1 2026 May 15, 2026
Estate Planners Group, LLC History Closed out 0 0 0.0% -221 -100.0% Q1 2026 May 11, 2026
TCTC Holdings, LLC History Closed out 0 0 0.0% -208 -100.0% Q1 2026 May 07, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.0% -186 -100.0% Q1 2026 May 12, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -178 -100.0% Q1 2026 May 06, 2026
JTC Employer Solutions Trustee Ltd History Closed out 0 0 0.0% -128 -100.0% Q1 2026 May 19, 2026
Safe Harbor Fiduciary, LLC History Closed out 0 0 -73 -100.0% Q1 2026 May 15, 2026
NFSG Corp History Closed out 0 0 -67 -100.0% Q1 2026 May 05, 2026
Caitong International Asset Management Co., Ltd History Reduced 18 0 0.0% -60 -76.92% Q1 2026 May 11, 2026
Arlington Trust Co LLC History New 60 0 +60 New Q1 2026 Apr 08, 2026
Zimmer Partners, LP History Closed out 0 0 -60 -100.0% Q1 2026 May 15, 2026
Independence Bank of Kentucky History Closed out 0 0 -56 -100.0% Q1 2026 Apr 30, 2026
Keating Financial Advisory Services, Inc. History Closed out 0 0 -55 -100.0% Q1 2026 May 15, 2026
United Financial Planning Group LLC History Closed out 0 0 -48 -100.0% Q1 2026 May 08, 2026
Davis Asset Management, L.P. History New 47 0 +47 New Q1 2026 May 15, 2026
Burk Holdings LLC History New 42 0 +42 New Q1 2026 May 07, 2026
SALEM INVESTMENT COUNSELORS INC History New 36 0 +36 New Q1 2026 Apr 29, 2026
FIRST HORIZON CORP History New 27 0 +27 New Q1 2026 Apr 30, 2026
SWAN Capital LLC History Closed out 0 0 -25 -100.0% Q1 2026 May 14, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 46 0 +24 109.09% Q1 2026 Apr 30, 2026
Accordant Advisory Group Inc History Closed out 0 0 -16 -100.0% Q1 2026 May 11, 2026
MidFirst Bank History New 11 0 +11 New Q1 2026 May 15, 2026
Indiana Trust & Investment Management Co History Closed out 0 0 -9 -100.0% Q1 2026 Apr 28, 2026
Garner Asset Management Corp History Closed out 0 0 -6 -100.0% Q1 2026 Apr 28, 2026
Clearstead Advisors, LLC History No change 4 0 0 0.0% Q1 2026 May 06, 2026
Cheviot Value Management, LLC History No change 14 0 0 0.0% Q1 2026 May 12, 2026
TD Capital Management LLC History No change 14 0 0 0.0% Q1 2026 May 11, 2026
Anfield Capital Management, LLC History No change 24 0 0 0.0% Q1 2026 May 12, 2026
Sunbelt Securities, Inc. History No change 16 0 0 0.0% Q1 2026 May 15, 2026
Stone House Investment Management, LLC History No change 41 0 0 0.0% Q1 2026 Apr 22, 2026
Front Row Advisors LLC History No change 33 0 0 0.0% Q1 2026 May 19, 2026
ESL Trust Services, LLC History No change 23 0 0 0.0% Q1 2026 May 07, 2026
Cedar Mountain Advisors, LLC History No change 59 0 0 0.0% Q1 2026 Apr 30, 2026
HOEY INVESTMENTS, INC History No change 42 0 0 0.0% Q1 2026 Apr 28, 2026
HighMark Wealth Management LLC History No change 14 0 0 0.0% Q1 2026 May 05, 2026
Center for Financial Planning, Inc. History No change 14 0 0 0.0% Q1 2026 May 04, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 33 0 0 0.0% Q1 2026 May 15, 2026
Signature Resources Capital Management, LLC History No change 47 0 0 0.0% Q1 2026 May 01, 2026
Strategic Investment Solutions, Inc. /IL History No change 14 0 0 0.0% Q1 2026 May 01, 2026
Nemes Rush Group LLC History No change 18 0 0 0.0% Q1 2026 Apr 21, 2026
Aspect Partners, LLC History No change 23 0 0 0.0% Q1 2026 Apr 02, 2026
Tidemark, LLC History No change 2 0 0 0.0% Q1 2026 May 07, 2026
Asset Planning,Inc History No change 47 0 0 0.0% Q1 2026 Apr 23, 2026
Boreal Capital Management LLC History No change 31 0 0 0.0% Q1 2026 May 14, 2026