Western Midstream Partners, LP - WES
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Added to | 38,637,354 | 1,590,699 | 7.49% | 8.07% | 1 | +3,562,997 | 10.16% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 24,047,585 | 990,039 | 0.15% | 0.14% | 2 | +343,986 | 1.45% | Q1 2026 | May 12, 2026 |
| Belfer Management LLC | History | Added to | 12,098 | 498,056 | 8.33% | 7.0% | 3 | +1,991 | 19.7% | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,869,816 | 365,170 | 0.5% | 0.49% | 4 | +589,766 | 7.12% | Q1 2026 | May 15, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 8,779,628 | 361,457 | 3.77% | 4.29% | 5 | +240,453 | 2.82% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 8,758,512 | 360,587 | 0.04% | 0.05% | 6 | -803,701 | -8.4% | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | Reduced | 8,755,422 | 360,460 | 1.41% | 1.73% | 7 | -2,337,473 | -21.07% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 6,283,710 | 258,702 | 0.2% | 0.19% | 8 | -193,559 | -2.99% | Q1 2026 | May 14, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 5,577,025 | 229,606 | 8.12% | 9.21% | 9 | -78,480 | -1.39% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Reduced | 4,550,365 | 187,338 | 0.01% | 0.01% | 10 | -896,110 | -16.45% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Added to | 3,918,091 | 161,307 | 3.09% | 3.5% | 11 | +16,998 | 0.44% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 3,722,238 | 153,244 | 0.02% | 0.02% | 12 | +220,454 | 6.3% | Q1 2026 | May 05, 2026 |
| Clearbridge Investments, LLC | History | No change | 2,623,943 | 108,027 | 0.09% | 0.08% | 13 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 2,142,933 | 88,224 | 0.64% | 0.01% | 14 | +2,099,796 | 4867.74% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,107,090 | 86,748 | 0.04% | 0.03% | 15 | +607,399 | 40.5% | Q1 2026 | May 12, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Added to | 1,676,900 | 69,037 | 3.42% | 3.49% | 16 | +136,000 | 8.83% | Q1 2026 | Apr 28, 2026 |
| ING GROEP NV | History | Added to | 1,587,500 | 65,357 | 0.4% | 0.17% | 17 | +871,847 | 121.83% | Q1 2026 | May 11, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 1,584,975 | 65,253 | 1.78% | 1.78% | 18 | +93,543 | 6.27% | Q1 2026 | Apr 20, 2026 |
| Fractal Investments LLC | History | No change | 1,577,806 | 64,958 | 7.69% | 8.7% | 19 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,490,494 | 62,034 | 0.0% | 0.01% | 20 | -1,514,758 | -50.4% | Q1 2026 | May 13, 2026 |
| BERKLEY W R CORP | History | Added to | 1,266,970 | 52,161 | 2.8% | 1.65% | 21 | +379,807 | 42.81% | Q1 2026 | May 15, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 1,234,879 | 50,839 | 3.54% | 4.42% | 22 | +77,202 | 6.67% | Q1 2026 | May 15, 2026 |
| Recurrent Investment Advisors LLC | History | Reduced | 1,134,758 | 46,717 | 2.81% | 3.91% | 23 | -203,896 | -15.23% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,128,284 | 46,451 | 0.0% | 0.01% | 24 | -1,108,768 | -49.56% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,072,138 | 44,139 | 0.06% | — | 25 | +1,072,138 | New | Q1 2026 | May 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 1,063,920 | 43,801 | 1.58% | 1.83% | 26 | -187,330 | -14.97% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 1,061,910 | 43,718 | 0.01% | 0.01% | 27 | -798 | -0.08% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 983,944 | 40,508 | 0.04% | 0.03% | 28 | +15,707 | 1.62% | Q1 2026 | May 12, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Reduced | 914,525 | 37,650 | 7.85% | 9.71% | 29 | -174,994 | -16.06% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 902,585 | 37,159 | 0.03% | 0.02% | 30 | +253,474 | 39.05% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 838,555 | 34,523 | 0.01% | 0.01% | 31 | +64,431 | 8.32% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 808,490 | 31,935 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 772,954 | 31,822 | 0.0% | 0.0% | 33 | +269,354 | 53.49% | Q1 2026 | May 15, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 671,010 | 27,625 | 0.04% | 0.03% | 34 | -9,874 | -1.45% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | No change | 669,100 | 27,546 | 0.1% | 0.09% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Reduced | 635,300 | 26,155 | 0.06% | 0.05% | 36 | -22,800 | -3.46% | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 632,821 | 26,053 | 0.74% | 0.74% | 37 | +13,550 | 2.19% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 632,482 | 26,039 | 0.0% | 0.01% | 38 | -1,011,731 | -61.53% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 555,727 | 22,879 | 0.01% | 0.01% | 39 | -7,358 | -1.31% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 493,936 | 20,335 | 0.0% | 0.0% | 40 | -267,195 | -35.1% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 472,989 | 19,472 | 0.12% | — | 41 | +472,989 | New | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 443,487 | 18,258 | 0.02% | 0.01% | 42 | +210,209 | 90.11% | Q1 2026 | May 11, 2026 |
| Empirical Finance, LLC | History | Added to | 442,189 | 18,204 | 0.86% | 0.45% | 43 | +205,421 | 86.76% | Q1 2026 | May 14, 2026 |
| TERRIL BROTHERS, INC. | History | Added to | 405,189 | 16,681 | 4.56% | 4.16% | 44 | +3,550 | 0.88% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Reduced | 403,313 | 16,604 | 0.04% | 0.07% | 45 | -160,615 | -28.48% | Q1 2026 | May 14, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 401,812 | 16,542 | 0.31% | 0.3% | 46 | +31,820 | 8.6% | Q1 2026 | May 06, 2026 |
| Adams Asset Advisors, LLC | History | No change | 342,105 | 14,084 | 1.58% | 1.78% | 47 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 319,415 | 13,150 | 0.01% | 0.01% | 48 | -55,503 | -14.8% | Q1 2026 | May 06, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 301,032 | 12,393 | 1.25% | 1.12% | 49 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 299,924 | 12,347 | 0.0% | 0.0% | 50 | +7,028 | 2.4% | Q1 2026 | May 06, 2026 |
| Jump Financial, LLC | History | Reduced | 294,750 | 12,134 | 0.16% | 0.19% | 51 | -88,177 | -23.03% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 288,605 | 11,881 | 0.18% | 0.18% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 274,479 | 11,300 | 2.39% | 2.7% | 53 | +1,287 | 0.47% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 269,657 | 11,101 | 0.08% | 0.08% | 54 | -7,016 | -2.54% | Q1 2026 | Apr 14, 2026 |
| Slotnik Capital, LLC | History | No change | 262,614 | 10,811 | 3.16% | 2.42% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 253,319 | 10,429 | 0.08% | 0.11% | 56 | -102,424 | -28.79% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 249,581 | 10,275 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 242,458 | 9,981 | 0.17% | 0.16% | 58 | +7,337 | 3.12% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 241,086 | 9,926 | 0.0% | 0.0% | 59 | +7,444 | 3.19% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 217,674 | 8,961 | 0.18% | 0.18% | 60 | -5,173 | -2.32% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 205,453 | 8,503 | 0.11% | 0.1% | 61 | +4,429 | 2.2% | Q1 2026 | Apr 28, 2026 |
| Heronetta Management, L.P. | History | No change | 206,361 | 8,495 | 7.75% | 4.71% | 62 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IMC-Chicago, LLC | History | Added to | 206,000 | 8,481 | 0.0% | 0.0% | 63 | +25,100 | 13.88% | Q1 2026 | May 05, 2026 |
| Militia Capital Management LLC | History | New | 200,250 | 8,244 | 1.86% | — | 64 | +200,250 | New | Q1 2026 | May 13, 2026 |
| Militia Capital Partners, LP | History | No change | 200,000 | 7,900 | 3.0% | 3.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RR Advisors, LLC | History | Added to | 184,313 | 7,588 | 2.11% | 2.24% | 66 | +2,871 | 1.58% | Q1 2026 | May 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 169,744 | 6,988 | 0.08% | 0.07% | 67 | +35,659 | 26.59% | Q1 2026 | May 15, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 166,306 | 6,846 | 1.29% | 1.28% | 68 | +10,363 | 6.65% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Added to | 162,617 | 6,694 | 0.0% | 0.0% | 69 | +35,453 | 27.88% | Q1 2026 | May 11, 2026 |
| Americana Partners, LLC | History | Added to | 162,059 | 6,671 | 0.17% | 0.17% | 70 | +1,012 | 0.63% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 158,167 | 6,511 | 0.14% | 0.15% | 71 | -8,031 | -4.83% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 157,200 | 6,471 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 147,200 | 6,060 | 0.01% | 0.02% | 73 | -91,400 | -38.31% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 144,056 | 5,930 | 0.03% | 0.03% | 74 | +6,212 | 4.51% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 140,475 | 5,783 | 0.15% | 0.14% | 75 | +6,475 | 4.83% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 133,799 | 5,508 | 0.01% | 0.01% | 76 | +13,474 | 11.2% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 129,976 | 5,351 | 0.02% | 0.02% | 77 | +29,419 | 29.26% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 129,372 | 5,326 | 0.01% | 0.01% | 78 | +14,766 | 12.88% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 110,711 | 4,557 | 0.0% | 0.0% | 79 | +19,124 | 20.88% | Q1 2026 | May 04, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 110,260 | 4,539 | 0.16% | 0.17% | 80 | -9,510 | -7.94% | Q1 2026 | Apr 21, 2026 |
| Lavaca Capital LLC | History | No change | 108,000 | 4,446 | 0.79% | 0.69% | 81 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 104,295 | 4,293 | 0.0% | 0.0% | 82 | +3,291 | 3.26% | Q1 2026 | May 13, 2026 |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | History | New | 100,000 | 4,117 | 5.59% | — | 83 | +100,000 | New | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 94,302 | 3,882 | 0.05% | 0.05% | 84 | +1 | 0.0% | Q1 2026 | May 15, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 91,650 | 3,773 | 0.74% | 0.84% | 85 | -8,500 | -8.49% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 86,042 | 3,542 | 0.0% | 0.0% | 86 | +8,313 | 10.69% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Added to | 83,078 | 3,420 | 0.01% | 0.01% | 87 | +142 | 0.17% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 82,080 | 3,379 | 0.02% | 0.01% | 88 | +45,940 | 127.12% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 85,481 | 3,376 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 78,819 | 3,244 | 0.02% | 0.01% | 90 | +24,573 | 45.3% | Q1 2026 | Apr 22, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 77,303 | 3,183 | 0.0% | 0.0% | 91 | +27,641 | 55.66% | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 73,150 | 3,011 | 0.31% | 0.27% | 92 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 72,449 | 2,982 | 0.02% | 0.02% | 93 | +568 | 0.79% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 65,656 | 2,703 | 0.0% | 0.0% | 94 | +94 | 0.14% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 65,438 | 2,694 | 0.21% | 0.19% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Added to | 64,355 | 2,649 | 0.53% | 0.46% | 96 | +2,835 | 4.61% | Q1 2026 | Apr 28, 2026 |
| SIMPLEX TRADING, LLC | History | New | 63,400 | 2,610 | 0.0% | — | 97 | +63,400 | New | Q1 2026 | May 14, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 61,211 | 2,520 | 1.82% | 1.64% | 98 | -7,011 | -10.28% | Q1 2026 | Apr 23, 2026 |
| HUB Investment Partners, LLC | History | Added to | 60,562 | 2,493 | 0.06% | 0.06% | 99 | +3,614 | 6.35% | Q1 2026 | May 15, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | Reduced | 59,600 | 2,453 | 1.31% | 1.35% | 100 | -92 | -0.15% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 58,038 | 2,389 | 0.01% | 0.0% | 101 | +21,788 | 60.1% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 53,220 | 2,191 | 0.0% | 0.0% | 102 | +7,225 | 15.71% | Q1 2026 | May 14, 2026 |
| Keeler Thomas Management LLC | History | New | 52,453 | 2,159 | 0.91% | — | 103 | +52,453 | New | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 52,294 | 2,152 | 0.01% | 0.01% | 104 | -4,618 | -8.11% | Q1 2026 | Apr 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 50,630 | 2,084 | 0.13% | — | 105 | +50,630 | New | Q1 2026 | May 08, 2026 |
| ELCO Management Co., LLC | History | New | 50,149 | 2,064 | 0.99% | — | 106 | +50,149 | New | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 49,999 | 2,058 | 0.01% | — | 107 | +49,999 | New | Q1 2026 | May 15, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 49,883 | 2,053 | 0.31% | 0.28% | 108 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 49,036 | 2,018 | 0.06% | 0.06% | 109 | +2,452 | 5.26% | Q1 2026 | May 11, 2026 |
| WEXFORD CAPITAL LP | History | New | 48,526 | 1,997 | 0.29% | — | 110 | +48,526 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 47,664 | 1,962 | 0.01% | 0.01% | 111 | +2,454 | 5.43% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 47,494 | 1,955 | 0.0% | 0.0% | 112 | +23,916 | 101.43% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 47,353 | 1,949 | 0.0% | 0.0% | 113 | +9,083 | 23.73% | Q1 2026 | May 12, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 44,344 | 1,825 | 0.28% | 0.28% | 114 | -655 | -1.46% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 43,655 | 1,797 | 0.46% | 0.5% | 115 | -3,025 | -6.48% | Q1 2026 | Apr 29, 2026 |
| Virtu Financial LLC | History | Added to | 43,631 | 1,796 | 0.07% | 0.05% | 116 | +8,060 | 22.66% | Q1 2026 | May 14, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 42,874 | 1,765 | 0.0% | 0.01% | 117 | -11,595 | -21.29% | Q1 2026 | May 06, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 42,150 | 1,735 | 1.06% | 0.99% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 41,164 | 1,694 | 0.0% | 0.0% | 119 | -8,486 | -17.09% | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 40,469 | 1,666 | 0.06% | 0.06% | 120 | -2,538 | -5.9% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | New | 39,555 | 1,628 | 0.04% | — | 121 | +39,555 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 39,036 | 1,607 | 0.0% | 0.0% | 122 | -27,343 | -41.19% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 39,054 | 1,607 | 0.01% | 0.01% | 123 | +7,319 | 23.06% | Q1 2026 | May 15, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 37,766 | 1,554 | 0.55% | 0.48% | 124 | +3,533 | 10.32% | Q1 2026 | Apr 22, 2026 |
| Requisite Capital Management, LLC | History | No change | 36,046 | 1,484 | 0.28% | 0.27% | 125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 36,044 | 1,483 | 0.02% | 0.02% | 126 | +1,899 | 5.56% | Q1 2026 | Apr 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 36,021 | 1,482 | 0.11% | 0.03% | 127 | +26,752 | 288.62% | Q1 2026 | May 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 35,729 | 1,470 | 0.03% | 0.03% | 128 | -2,129 | -5.62% | Q1 2026 | May 15, 2026 |
| ALBERT D MASON INC | History | Added to | 35,395 | 1,457 | 0.94% | 0.88% | 129 | +1,483 | 4.37% | Q1 2026 | Apr 15, 2026 |
| IFG Advisory, LLC | History | New | 34,577 | 1,423 | 4.08% | — | 130 | +34,577 | New | Q1 2026 | May 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 34,402 | 1,416 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 33,177 | 1,365 | 0.0% | 0.0% | 132 | -1,638 | -4.7% | Q1 2026 | Apr 24, 2026 |
| PFG Investments, LLC | History | Added to | 32,110 | 1,321 | 0.06% | 0.05% | 133 | +5,153 | 19.12% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 31,611 | 1,301 | 0.01% | 0.0% | 134 | +506 | 1.63% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 31,321 | 1,289 | 0.0% | 0.0% | 135 | +786 | 2.57% | Q1 2026 | May 15, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 31,000 | 1,276 | 0.47% | 0.29% | 136 | +10,000 | 47.62% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 30,751 | 1,266 | 0.0% | 0.0% | 137 | -20,898 | -40.46% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 30,710 | 1,264 | 0.0% | 0.0% | 138 | +1,234 | 4.19% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 30,784 | 1,258 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 30,259 | 1,245 | 0.02% | 0.02% | 140 | -501 | -1.63% | Q1 2026 | Apr 22, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 30,164 | 1,241 | 0.01% | 0.01% | 141 | -2,596 | -7.92% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 29,822 | 1,227 | 0.0% | 0.0% | 142 | -24,502 | -45.1% | Q1 2026 | Apr 08, 2026 |
| BWM Planning, LLC | History | No change | 28,325 | 1,166 | 0.31% | 0.3% | 143 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 28,061 | 1,155 | 0.8% | 0.67% | 144 | +2,762 | 10.92% | Q1 2026 | Apr 22, 2026 |
| Curi Capital, LLC | History | No change | 27,938 | 1,150 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cedar Wealth Management, LLC | History | New | 27,702 | 1,140 | 0.33% | — | 146 | +27,702 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,401 | 1,128 | 0.0% | 0.0% | 147 | -3,328 | -10.83% | Q1 2026 | Apr 27, 2026 |
| Moors & Cabot, Inc. | History | Added to | 26,284 | 1,082 | 0.05% | 0.04% | 148 | +2,058 | 8.5% | Q1 2026 | May 08, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 25,500 | 1,049 | 0.39% | 0.37% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | Added to | 25,188 | 1,036 | 0.22% | 0.09% | 150 | +14,997 | 147.16% | Q1 2026 | Apr 28, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 25,114 | 1,033 | 0.01% | 0.01% | 151 | +13,879 | 123.53% | Q1 2026 | May 12, 2026 |
| JBF Capital, Inc. | History | New | 25,000 | 1,029 | 0.15% | — | 152 | +25,000 | New | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,992 | 1,028 | 0.01% | 0.01% | 153 | +3,108 | 14.2% | Q1 2026 | May 15, 2026 |
| SL ADVISORS, LLC | History | No change | 23,602 | 971 | 1.64% | 1.91% | 154 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 23,452 | 965 | 0.01% | 0.01% | 155 | +10,000 | 74.34% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 23,206 | 954 | 0.05% | 0.04% | 156 | +1,659 | 7.7% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 22,209 | 914 | 0.0% | 0.0% | 157 | -2 | -0.01% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 22,008 | 900 | 0.02% | 0.02% | 158 | +729 | 3.43% | Q1 2026 | May 04, 2026 |
| CVFG LLC | History | New | 21,730 | 894 | 0.11% | — | 159 | +21,730 | New | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | Added to | 21,700 | 893 | 0.0% | 0.0% | 160 | +5,910 | 37.43% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 22,271 | 868 | 0.0% | 0.0% | 161 | +11,337 | 103.69% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 20,057 | 825 | 0.0% | 0.0% | 162 | -2,229 | -10.0% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Added to | 20,035 | 824 | 0.02% | 0.01% | 163 | +4,582 | 29.65% | Q1 2026 | May 01, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 19,729 | 812 | 0.04% | 0.02% | 164 | +7,661 | 63.48% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,499 | 802 | 0.01% | 0.01% | 165 | +1,158 | 6.31% | Q1 2026 | Apr 20, 2026 |
| Kercheville Advisors, LLC | History | Added to | 19,300 | 794 | 0.25% | 0.12% | 166 | +7,900 | 69.3% | Q1 2026 | Apr 20, 2026 |
| Plan Group Financial, LLC | History | Added to | 18,130 | 746 | 0.18% | 0.11% | 167 | +7,630 | 72.67% | Q1 2026 | Apr 13, 2026 |
| Evanson Asset Management, LLC | History | New | 18,082 | 744 | 0.04% | — | 168 | +18,082 | New | Q1 2026 | Apr 08, 2026 |
| VestGen Advisors, LLC | History | Added to | 16,614 | 739 | 0.02% | 0.03% | 169 | +1,527 | 10.12% | Q1 2026 | May 14, 2026 |
| Bramshill Investments, LLC | History | Reduced | 17,851 | 734 | 0.06% | 0.04% | 170 | -111 | -0.62% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 17,787 | 732 | 0.02% | 0.02% | 171 | -4,117 | -18.8% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,408 | 716 | 0.01% | 0.0% | 173 | +7,461 | 75.01% | Q1 2026 | Apr 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 17,400 | 716 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cornerstone Management, Inc. | History | No change | 16,735 | 688 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 16,713 | 688 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Reduced | 16,536 | 680 | 0.0% | 0.0% | 176 | -1,499 | -8.31% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 16,279 | 670 | 0.02% | 0.02% | 177 | -6,007 | -26.95% | Q1 2026 | May 11, 2026 |
| Diversified Trust Co | History | Reduced | 16,251 | 669 | 0.01% | 0.01% | 178 | -1,577 | -8.85% | Q1 2026 | Apr 16, 2026 |
| Bollard Group LLC | History | Added to | 16,219 | 668 | 0.02% | 0.02% | 179 | +338 | 2.13% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | New | 15,887 | 654 | 0.0% | — | 181 | +15,887 | New | Q1 2026 | May 13, 2026 |
| Penbrook Management LLC | History | No change | 15,900 | 654 | 0.5% | 0.43% | 180 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NOVEM GROUP | History | Added to | 15,543 | 639 | 0.07% | 0.07% | 182 | +249 | 1.63% | Q1 2026 | Apr 10, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 14,704 | 605 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 14,148 | 597 | 0.04% | 0.03% | 184 | +3,370 | 31.27% | Q1 2026 | May 12, 2026 |
| Oxinas Partners, LLC | History | No change | 13,761 | 566 | 0.26% | 0.26% | 185 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,742 | 565 | 0.01% | 0.0% | 186 | +6,070 | 79.12% | Q1 2026 | Apr 28, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 13,390 | 551 | 0.02% | 0.04% | 187 | -22,810 | -63.01% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,380 | 550 | 0.0% | 0.0% | 188 | +4,795 | 55.85% | Q1 2026 | May 05, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 13,308 | 547 | 0.11% | — | 190 | +13,308 | New | Q1 2026 | May 04, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 13,300 | 547 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 13,038 | 536 | 0.33% | 0.35% | 191 | +270 | 2.11% | Q1 2026 | May 11, 2026 |
| AlTi Global, Inc. | History | New | 12,804 | 527 | 0.01% | — | 192 | +12,804 | New | Q1 2026 | May 07, 2026 |
| Brookstone Capital Management | History | Added to | 12,800 | 526 | 0.01% | 0.01% | 193 | +458 | 3.71% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,758 | 525 | 0.0% | 0.0% | 194 | +7,352 | 136.0% | Q1 2026 | May 08, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 12,700 | 522 | 0.1% | 0.06% | 196 | +5,000 | 64.94% | Q1 2026 | May 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 12,665 | 522 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kaizen Financial Strategies | History | Added to | 12,573 | 513 | 0.22% | 0.2% | 197 | +860 | 7.34% | Q1 2026 | May 01, 2026 |
| Ulland Investment Advisors, LLC | History | New | 12,000 | 494 | 0.42% | — | 198 | +12,000 | New | Q1 2026 | Apr 27, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 11,964 | 492 | 0.0% | 0.0% | 199 | -15,861 | -57.0% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,249 | 463 | 0.01% | 0.01% | 200 | -898 | -7.39% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,219 | 462 | 0.0% | 0.0% | 201 | -339 | -2.93% | Q1 2026 | Apr 16, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 11,179 | 460 | 0.05% | 0.05% | 202 | +232 | 2.12% | Q1 2026 | Apr 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,065 | 455 | 0.01% | 0.01% | 203 | +5 | 0.05% | Q1 2026 | Apr 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 10,681 | 439 | 0.06% | 0.06% | 204 | -60 | -0.56% | Q1 2026 | Apr 13, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 10,623 | 437 | 0.05% | 0.05% | 205 | +150 | 1.43% | Q1 2026 | May 07, 2026 |
| Fiduciary Group, LLC | History | No change | 10,420 | 428 | 0.04% | 0.03% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| F/m Investments LLC | History | No change | 10,340 | 425 | 0.03% | 0.02% | 207 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SCHULHOFF & CO INC | History | No change | 10,100 | 415 | 0.17% | 0.17% | 208 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hardy Reed LLC | History | No change | 10,050 | 413 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,939 | 409 | 0.0% | 0.0% | 210 | +1,806 | 22.21% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Added to | 9,875 | 406 | 0.0% | 0.0% | 211 | +558 | 5.99% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 9,684 | 398 | 0.0% | 0.0% | 212 | +94 | 0.98% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,480 | 390 | 0.0% | 0.0% | 213 | +1,293 | 15.79% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,105 | 374 | 0.0% | 0.0% | 214 | +176 | 1.97% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | No change | 9,051 | 372 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 8,926 | 367 | 0.04% | 0.03% | 216 | +390 | 4.57% | Q1 2026 | May 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 8,873 | 365 | 0.01% | 0.0% | 217 | +670 | 8.17% | Q1 2026 | May 12, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 8,843 | 364 | 0.09% | 0.09% | 218 | +77 | 0.88% | Q1 2026 | Apr 08, 2026 |
| Convergence Financial, LLC | History | New | 8,760 | 360 | 0.04% | — | 219 | +8,760 | New | Q1 2026 | May 11, 2026 |
| South Street Advisors LLC | History | New | 8,640 | 355 | 0.05% | — | 220 | +8,640 | New | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | No change | 8,540 | 351 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 8,383 | 345 | 0.29% | 0.25% | 222 | +1,011 | 13.71% | Q1 2026 | Apr 17, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 8,375 | 344 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Corps Capital Advisors, LLC | History | New | 8,316 | 342 | 0.3% | — | 224 | +8,316 | New | Q1 2026 | May 14, 2026 |
| Fulcrum Asset Management LLP | History | No change | 7,933 | 330 | 0.05% | 0.09% | 225 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Obermeyer Wealth Partners | History | New | 8,000 | 329 | 0.02% | — | 227 | +8,000 | New | Q1 2026 | Apr 20, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 8,000 | 329 | 0.12% | 0.11% | 226 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 7,547 | 310 | 0.03% | 0.03% | 228 | +127 | 1.71% | Q1 2026 | Apr 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,175 | 295 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 7,132 | 293 | 0.12% | 0.12% | 230 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 7,078 | 291 | 0.07% | 0.06% | 231 | +44 | 0.63% | Q1 2026 | Apr 17, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 6,697 | 275 | 0.04% | — | 232 | +6,697 | New | Q1 2026 | Apr 09, 2026 |
| Intrua Financial, LLC | History | Added to | 6,593 | 271 | 0.03% | 0.03% | 233 | +65 | 1.0% | Q1 2026 | Apr 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 6,450 | 265 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,431 | 264 | 0.0% | 0.0% | 235 | +5,502 | 592.25% | Q1 2026 | May 01, 2026 |
| TABLEAUX LLC | History | New | 6,394 | 263 | 0.13% | — | 238 | +6,394 | New | Q1 2026 | May 14, 2026 |
| Naviter Wealth, LLC | History | Added to | 6,400 | 263 | 0.03% | 0.03% | 237 | +175 | 2.81% | Q1 2026 | Apr 10, 2026 |
| Curated Wealth Partners LLC | History | No change | 6,400 | 263 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 6,343 | 261 | 0.01% | 0.0% | 239 | +2,000 | 46.05% | Q1 2026 | Apr 30, 2026 |
| Hickory Point Bank & Trust | History | No change | 6,350 | 261 | 0.17% | 0.18% | 240 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Venture Visionary Partners LLC | History | New | 6,300 | 259 | 0.01% | — | 242 | +6,300 | New | Q1 2026 | May 14, 2026 |
| Arista Wealth Management, LLC | History | No change | 6,300 | 259 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,205 | 255 | 0.0% | — | 243 | +6,205 | New | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 6,110 | 251 | 0.03% | 0.03% | 244 | +300 | 5.16% | Q1 2026 | Apr 22, 2026 |
| Highlander Partners, L.P. | History | No change | 6,100 | 251 | 0.1% | 0.09% | 245 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 6,000 | 247 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 5,993 | 246 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,914 | 243 | 0.0% | 0.0% | 248 | +51 | 0.87% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 5,861 | 241 | 0.0% | 0.0% | 249 | +543 | 10.21% | Q1 2026 | May 13, 2026 |
| Magnus Financial Group LLC | History | New | 5,817 | 239 | 0.02% | — | 252 | +5,817 | New | Q1 2026 | Apr 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,816 | 239 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | No change | 5,807 | 239 | 0.15% | 0.14% | 251 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sage Capital Management, LLC | History | No change | 5,713 | 235 | 0.11% | 0.1% | 253 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Barnett & Company, Inc. | History | No change | 5,700 | 234 | 0.18% | 0.18% | 254 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,662 | 233 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 5,620 | 231 | 0.0% | 0.0% | 256 | -8,534 | -60.29% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 5,600 | 230 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 5,552 | 228 | 0.01% | 0.01% | 258 | +112 | 2.06% | Q1 2026 | May 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 5,500 | 226 | 0.07% | 0.05% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 5,475 | 225 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 5,649 | 223 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 5,435 | 223 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | No change | 5,400 | 222 | 0.03% | 0.02% | 263 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 5,610 | 221 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 5,327 | 219 | 0.0% | 0.0% | 265 | -50 | -0.93% | Q1 2026 | May 15, 2026 |
| First Trust Capital Management L.P. | History | Added to | 5,242 | 215 | 0.01% | 0.01% | 266 | +4 | 0.08% | Q1 2026 | May 14, 2026 |
| Advisor Resource Council | History | No change | 5,056 | 208 | 0.07% | 0.07% | 267 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,241 | 207 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DRW Securities, LLC | History | New | 5,002 | 205 | 0.0% | — | 270 | +5,002 | New | Q1 2026 | May 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | New | 5,000 | 205 | 0.01% | — | 269 | +5,000 | New | Q1 2026 | Apr 14, 2026 |
| Resonant Capital Advisors, LLC | History | New | 5,000 | 205 | 0.01% | — | 271 | +5,000 | New | Q1 2026 | Apr 29, 2026 |
| Regal Investment Advisors LLC | History | New | 4,951 | 203 | 0.01% | — | 273 | +4,951 | New | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 4,941 | 203 | 0.0% | 0.0% | 272 | -700 | -12.41% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors, LLC | History | New | 4,887 | 201 | 0.11% | — | 275 | +4,887 | New | Q1 2026 | Apr 28, 2026 |
| SCS Capital Management LLC | History | New | 4,883 | 201 | 0.0% | — | 274 | +4,883 | New | Q1 2026 | May 11, 2026 |
| Pavion Blue Capital, LLC | History | New | 4,880 | 200 | 0.09% | — | 276 | +4,880 | New | Q1 2026 | May 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 4,693 | 193 | 0.02% | 0.02% | 277 | -250 | -5.06% | Q1 2026 | Apr 23, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 4,496 | 185 | 0.05% | 0.04% | 278 | +384 | 9.34% | Q1 2026 | May 14, 2026 |
| Amplify Investments, LLC | History | No change | 4,284 | 176 | 3.16% | 3.73% | 279 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,208 | 173 | 0.0% | 0.01% | 281 | -5,473 | -56.53% | Q1 2026 | Apr 13, 2026 |
| CENTRAL TRUST Co | History | No change | 4,205 | 173 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 4,187 | 172 | 0.09% | 0.08% | 282 | +244 | 6.19% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | New | 3,800 | 156 | 0.01% | — | 283 | +3,800 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,587 | 147 | 0.0% | 0.0% | 284 | +2,000 | 126.02% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,438 | 143 | 0.0% | 0.0% | 285 | +1,653 | 92.61% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,410 | 99 | 0.0% | 0.0% | 286 | +2,229 | 1231.49% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 2,324 | 95 | 0.01% | 0.01% | 287 | -106 | -4.36% | Q1 2026 | May 19, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 2,178 | 89 | 0.02% | 0.02% | 288 | +45 | 2.11% | Q1 2026 | Apr 30, 2026 |
| BOKF, NA | History | New | 2,000 | 82 | 0.0% | — | 289 | +2,000 | New | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 1,900 | 78 | 0.0% | 0.0% | 290 | +550 | 40.74% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,800 | 74 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,759 | 72 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| State of Wyoming | History | Reduced | 1,718 | 70 | 0.01% | 0.02% | 293 | -3,548 | -67.38% | Q1 2026 | May 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,566 | 64 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,367 | 56 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HM PAYSON & CO | History | Added to | 1,271 | 52 | 0.0% | 0.0% | 296 | +150 | 13.38% | Q1 2026 | Apr 13, 2026 |
| SouthState Bank Corp | History | No change | 1,251 | 51 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,167 | 47 | 0.0% | 0.0% | 298 | +3 | 0.26% | Q1 2026 | Apr 27, 2026 |
| United Community Bank | History | No change | 1,150 | 47 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 1,040 | 42 | 0.0% | 0.0% | 300 | +1 | 0.1% | Q1 2026 | May 14, 2026 |