SPDR SERIES TRUST - XBI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 21,156,175 | 2,706,109 | 1.31% | 0.92% | 1 | +4,568,286 | 27.54% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,518,027 | 1,854,387 | 0.14% | 0.11% | 2 | +1,700,851 | 13.27% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 14,141,844 | 1,806,337 | 0.21% | 0.3% | 3 | -5,977,374 | -29.71% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 12,331,553 | 1,575,109 | 0.09% | 0.08% | 4 | +839,870 | 7.31% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 10,788,404 | 1,378,002 | 0.59% | 0.71% | 5 | -2,330,006 | -17.76% | Q1 2026 | May 11, 2026 |
| Deep Track Capital, LP | History | No change | 10,000,000 | 1,277,300 | 20.86% | 21.74% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 9,745,500 | 1,244,792 | 2.0% | 2.57% | 7 | -2,847,000 | -22.61% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,622,089 | 1,101,299 | 0.12% | 0.22% | 8 | -6,754,721 | -43.93% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,304,553 | 933,010 | 0.12% | 0.16% | 9 | -1,118,402 | -13.28% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,231,375 | 740,162 | 0.05% | 0.02% | 10 | +2,965,686 | 90.81% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,529,600 | 578,565 | 0.09% | 0.11% | 11 | -1,741,300 | -27.77% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 3,996,850 | 510,517 | 0.08% | 0.09% | 12 | -632,671 | -13.67% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Added to | 3,306,460 | 422,334 | 0.1% | 0.08% | 13 | +741,752 | 28.92% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,746,209 | 350,773 | 0.07% | 0.08% | 14 | -820,056 | -22.99% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 2,339,820 | 298,865 | 2.05% | 1.12% | 15 | +543,831 | 30.28% | Q1 2026 | May 07, 2026 |
| Jain Global LLC | History | Added to | 2,163,000 | 276,279 | 1.14% | 0.52% | 16 | +1,278,106 | 144.44% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 2,092,700 | 267,300 | 0.31% | 0.06% | 17 | +1,615,300 | 338.35% | Q1 2026 | May 15, 2026 |
| Two Seas Capital LP | History | New | 1,928,000 | 246,263 | 3.44% | — | 18 | +1,928,000 | New | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,805,630 | 230,633 | 0.36% | 0.35% | 19 | -47,602 | -2.57% | Q1 2026 | May 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 1,758,000 | 224,549 | 0.14% | 0.14% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 1,693,300 | 216,285 | 0.51% | 0.95% | 21 | -2,514,500 | -59.76% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | Added to | 1,557,900 | 198,990 | 1.16% | 0.53% | 22 | +919,100 | 143.88% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,542,718 | 197,051 | 0.08% | 0.12% | 23 | -880,852 | -36.35% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,367,792 | 174,708 | 0.11% | 0.05% | 24 | +630,015 | 85.39% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,305,200 | 166,713 | 0.22% | 0.36% | 25 | -992,791 | -43.2% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,115,638 | 142,319 | 0.07% | 0.04% | 26 | +477,109 | 74.72% | Q1 2026 | Apr 30, 2026 |
| Walleye Trading LLC | History | Reduced | 1,106,221 | 141,297 | 0.24% | 0.24% | 27 | -260,499 | -19.06% | Q1 2026 | May 08, 2026 |
| Sofinnova Investments, Inc. | History | New | 1,050,000 | 134,116 | 5.1% | — | 28 | +1,050,000 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 834,630 | 106,607 | 0.04% | 0.01% | 29 | +672,007 | 413.23% | Q1 2026 | May 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 809,579 | 103,407 | 1.13% | 1.36% | 30 | -159,840 | -16.49% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 801,995 | 102,447 | 0.02% | 0.02% | 31 | +123,269 | 18.16% | Q1 2026 | May 15, 2026 |
| Stonepine Capital Management, LLC | History | New | 800,000 | 102,184 | 40.92% | — | 33 | +800,000 | New | Q1 2026 | May 14, 2026 |
| Ikarian Capital, LLC | History | Reduced | 800,000 | 102,184 | 8.3% | 8.09% | 32 | -50,000 | -5.88% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 792,546 | 101,231 | 0.03% | 0.03% | 34 | -83,001 | -9.48% | Q1 2026 | May 06, 2026 |
| Eagle Health Investments LP | History | New | 730,000 | 93,242 | 16.31% | — | 35 | +730,000 | New | Q1 2026 | May 15, 2026 |
| Employees Retirement System of Texas | History | Reduced | 688,272 | 87,913 | 0.77% | 0.72% | 36 | -37,000 | -5.1% | Q1 2026 | May 13, 2026 |
| Rokos Capital Management LLP | History | Reduced | 660,000 | 84,295 | 0.64% | 0.95% | 37 | -1,346,960 | -67.11% | Q1 2026 | May 15, 2026 |
| Greenhouse Funds LLLP | History | Reduced | 650,949 | 83,145 | 3.72% | 3.03% | 38 | -36,575 | -5.32% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 624,000 | 79,703 | 0.15% | 0.24% | 39 | -458,500 | -42.36% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 623,015 | 79,577 | 0.16% | 0.16% | 40 | -12,828 | -2.02% | Q1 2026 | May 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 584,700 | 74,683 | 0.34% | 0.27% | 41 | -219,800 | -27.32% | Q1 2026 | May 14, 2026 |
| Main Street Research LLC | History | Added to | 567,479 | 72,484 | 4.22% | 2.51% | 42 | +206,953 | 57.4% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 522,565 | 66,747 | 0.01% | 0.01% | 43 | -50,348 | -8.79% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Reduced | 488,804 | 62,434 | 0.22% | 0.21% | 44 | -4,245 | -0.86% | Q1 2026 | May 14, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 484,500 | 61,885 | 0.37% | 0.54% | 45 | -206,500 | -29.88% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 483,532 | 61,761 | 0.73% | — | 46 | +483,532 | New | Q1 2026 | May 15, 2026 |
| PFM Health Sciences, LP | History | New | 455,300 | 58,155 | 5.3% | — | 47 | +455,300 | New | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 450,000 | 57,478 | 0.5% | — | 48 | +450,000 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 433,132 | 55,323 | 0.02% | 0.02% | 49 | -32,886 | -7.06% | Q1 2026 | May 14, 2026 |
| Atika Capital Management LLC | History | Reduced | 4,225 | 53,965 | 6.78% | 12.36% | 50 | -5,400 | -56.1% | Q1 2026 | May 14, 2026 |
| Clearbridge Investments, LLC | History | Added to | 417,019 | 53,265 | 0.05% | 0.04% | 51 | +21,028 | 5.31% | Q1 2026 | May 13, 2026 |
| Investure, LLC | History | No change | 412,250 | 52,656 | 2.58% | 2.81% | 52 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | Added to | 410,500 | 52,433 | 0.21% | 0.18% | 53 | +19,300 | 4.93% | Q1 2026 | Apr 24, 2026 |
| SG Americas Securities, LLC | History | Added to | 391,243 | 49,973 | 0.05% | 0.05% | 54 | +86,138 | 28.23% | Q1 2026 | Apr 16, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 373,200 | 47,668 | 0.06% | 0.58% | 55 | -3,889,900 | -91.25% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 341,169 | 43,577 | 0.04% | 0.3% | 56 | -1,421,431 | -80.64% | Q1 2026 | May 15, 2026 |
| DAFNA Capital Management LLC | History | Reduced | 318,505 | 40,682 | 9.25% | 9.53% | 57 | -18,000 | -5.35% | Q1 2026 | May 15, 2026 |
| Nantahala Capital Management, LLC | History | Reduced | 300,000 | 38,319 | 1.41% | 1.61% | 58 | -100,000 | -25.0% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 292,755 | 37,393 | 0.13% | 0.08% | 59 | +92,755 | 46.38% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 290,957 | 37,164 | 0.03% | 0.03% | 60 | -13,546 | -4.45% | Q1 2026 | May 12, 2026 |
| PSP Research LLC | History | New | 284,900 | 36,390 | 25.75% | — | 61 | +284,900 | New | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 270,719 | 34,578 | 0.27% | 0.0% | 62 | +268,234 | 10794.12% | Q1 2026 | May 11, 2026 |
| LMR Partners LLP | History | Reduced | 270,700 | 34,576 | 0.08% | 0.18% | 63 | -527,947 | -66.11% | Q1 2026 | May 15, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 265,233 | 33,878 | 2.64% | 1.95% | 64 | +56,656 | 27.16% | Q1 2026 | Apr 29, 2026 |
| GENDELL JEFFREY L | History | No change | 262,278 | 33,500 | 0.46% | 0.56% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 257,702 | 33,192 | 0.37% | 0.31% | 66 | +19,767 | 8.31% | Q1 2026 | Apr 28, 2026 |
| Annex Advisory Services, LLC | History | New | 247,103 | 31,562 | 0.59% | — | 67 | +247,103 | New | Q1 2026 | Apr 16, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 238,754 | 30,496 | 0.02% | 0.02% | 68 | -4,503 | -1.85% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 235,832 | 30,122 | 0.05% | 0.05% | 69 | -225 | -0.1% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 230,856 | 29,487 | 0.08% | 0.05% | 70 | +64,418 | 38.7% | Q1 2026 | May 15, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | Added to | 200,000 | 25,546 | 4.06% | 1.65% | 71 | +130,000 | 185.71% | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 199,576 | 25,491 | 0.31% | 0.2% | 72 | +56,340 | 39.33% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 190,717 | 24,360 | 0.03% | 0.01% | 73 | +113,217 | 146.09% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Added to | 189,500 | 24,204 | 0.18% | 0.12% | 74 | +69,500 | 57.92% | Q1 2026 | May 14, 2026 |
| J. Goldman & Co LP | History | Reduced | 189,100 | 24,153 | 0.7% | 1.0% | 75 | -121,000 | -39.02% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 187,867 | 23,996 | 0.05% | 0.06% | 76 | -18,437 | -8.94% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | No change | 175,663 | 22,437 | 0.96% | 0.92% | 77 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 170,839 | 21,821 | 1.15% | 1.14% | 78 | -10,125 | -5.6% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 172,254 | 20,945 | 0.02% | 0.02% | 79 | +9,073 | 5.56% | Q1 2026 | May 13, 2026 |
| Royal Fund Management, LLC | History | Added to | 162,850 | 20,813 | 1.98% | 1.59% | 80 | +19,137 | 13.32% | Q1 2026 | May 19, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 159,115 | 20,323 | 0.04% | 0.02% | 81 | +83,864 | 111.45% | Q1 2026 | May 15, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 158,095 | 20,193 | 1.63% | 1.48% | 82 | -130 | -0.08% | Q1 2026 | Apr 15, 2026 |
| Sivik Global Healthcare LLC | History | Reduced | 150,000 | 19,160 | 14.55% | 7.96% | 83 | -75,000 | -33.33% | Q1 2026 | Apr 15, 2026 |
| WS MANAGEMENT LLLP | History | Added to | 150,000 | 19,159 | 1.69% | 1.3% | 84 | +20,000 | 15.38% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 148,817 | 19,008 | 0.0% | 0.0% | 85 | -83,975 | -36.07% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Added to | 143,846 | 18,373 | 0.33% | 0.1% | 86 | +96,157 | 201.63% | Q1 2026 | May 15, 2026 |
| United Capital Management of KS, Inc. | History | Reduced | 141,504 | 18,074 | 2.74% | 3.18% | 87 | -44,641 | -23.98% | Q1 2026 | May 11, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Added to | 138,611 | 17,704 | 0.64% | 0.23% | 88 | +78,347 | 130.01% | Q1 2026 | May 14, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 133,599 | 17,064 | 1.97% | 1.84% | 89 | -2,630 | -1.93% | Q1 2026 | Apr 14, 2026 |
| Madrona Financial Services, LLC | History | Added to | 132,038 | 16,865 | 3.69% | 3.31% | 90 | +5,087 | 4.01% | Q1 2026 | Apr 14, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | Added to | 130,306 | 16,643 | 2.11% | 1.1% | 91 | +65,306 | 100.47% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 129,997 | 16,606 | 0.02% | 0.02% | 92 | +1,957 | 1.53% | Q1 2026 | May 15, 2026 |
| E Fund Management Co., Ltd. | History | New | 128,500 | 16,413 | 0.49% | — | 93 | +128,500 | New | Q1 2026 | Apr 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 120,334 | 16,412 | 0.04% | 0.13% | 94 | -399,567 | -76.85% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 127,910 | 16,337 | 0.01% | 0.01% | 95 | +11,791 | 10.15% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 126,463 | 16,288 | 0.33% | 0.31% | 96 | +4,378 | 3.59% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 120,550 | 15,398 | 0.04% | 0.03% | 97 | +30,819 | 34.35% | Q1 2026 | Apr 22, 2026 |
| Quantitative Investment Management, LLC | History | New | 111,719 | 14,269 | 1.48% | — | 98 | +111,719 | New | Q1 2026 | May 15, 2026 |
| Edge Wealth Management LLC | History | Added to | 111,135 | 14,195 | 2.43% | 2.37% | 99 | +1,104 | 1.0% | Q1 2026 | Apr 20, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 107,791 | 13,768 | 2.83% | 2.62% | 100 | +1,243 | 1.17% | Q1 2026 | May 11, 2026 |
| JBF Capital, Inc. | History | No change | 105,000 | 13,411 | 1.98% | 1.85% | 101 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 106,595 | 13,381 | 0.09% | 0.04% | 102 | +64,928 | 155.83% | Q1 2026 | May 14, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 104,532 | 13,351 | 2.78% | 2.55% | 103 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 102,353 | 13,073 | 0.0% | 0.0% | 104 | +21,601 | 26.75% | Q1 2026 | May 04, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | No change | 100,000 | 12,773 | 0.47% | 0.34% | 105 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Lalia Capital, LLC | History | No change | 100,000 | 12,773 | 8.07% | 9.55% | 106 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Added to | 97,266 | 12,423 | 5.35% | 2.69% | 107 | +42,960 | 79.11% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 96,502 | 12,343 | 0.01% | 0.01% | 108 | +1,939 | 2.05% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 95,982 | 12,259 | 0.02% | 0.03% | 109 | -41,881 | -30.38% | Q1 2026 | May 01, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 95,000 | 12,134 | 0.03% | 0.29% | 110 | -1,722,300 | -94.77% | Q1 2026 | May 15, 2026 |
| S&CO INC | History | Reduced | 94,280 | 12,042 | 0.75% | 0.77% | 111 | -7,947 | -7.77% | Q1 2026 | May 07, 2026 |
| KEYSTONE INVESTORS PTE LTD | History | No change | 98,600 | 12,022 | 1.08% | 1.08% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lake Hills Wealth Management, LLC | History | New | 91,973 | 11,747 | 6.57% | — | 113 | +91,973 | New | Q1 2026 | Apr 10, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 91,420 | 11,677 | 0.61% | 0.53% | 114 | -75 | -0.08% | Q1 2026 | Apr 29, 2026 |
| Parkside Investments, LLC | History | Added to | 90,577 | 11,569 | 1.41% | 1.29% | 115 | +6,330 | 7.51% | Q1 2026 | Apr 08, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 90,329 | 11,538 | 0.09% | 0.09% | 116 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | New | 90,331 | 11,537 | 0.02% | — | 117 | +90,331 | New | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 89,560 | 11,439 | 0.79% | 0.69% | 118 | +6,397 | 7.69% | Q1 2026 | May 12, 2026 |
| Capula Management Ltd | History | Added to | 87,333 | 11,155 | 0.08% | 0.0% | 119 | +80,009 | 1092.42% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 87,114 | 11,127 | 0.03% | 0.02% | 120 | +41,056 | 89.14% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 84,691 | 10,817 | 0.02% | 0.03% | 121 | -81,445 | -49.02% | Q1 2026 | Apr 27, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 83,906 | 10,717 | 0.16% | 0.15% | 122 | -809 | -0.95% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 83,738 | 10,696 | 0.03% | 0.04% | 123 | -33,430 | -28.53% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 82,081 | 10,485 | 0.01% | 0.01% | 124 | +9,559 | 13.18% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 81,152 | 10,365 | 0.03% | 0.03% | 125 | -21,715 | -21.11% | Q1 2026 | May 08, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 80,890 | 10,332 | 0.34% | 0.29% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Added to | 79,451 | 10,148 | 0.21% | 0.02% | 127 | +57,434 | 260.86% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 77,761 | 9,932 | 0.02% | 0.03% | 128 | +12,160 | 18.54% | Q1 2026 | May 01, 2026 |
| LHM, INC. | History | Reduced | 73,760 | 9,421 | 3.71% | 3.8% | 129 | -9,978 | -11.92% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 71,538 | 9,196 | 0.02% | 0.03% | 130 | -105,474 | -59.59% | Q1 2026 | May 05, 2026 |
| FIL Ltd | History | Reduced | 71,728 | 9,161 | 0.01% | 0.02% | 131 | -135,849 | -65.45% | Q1 2026 | May 15, 2026 |
| Tamar Securities, LLC | History | Added to | 69,116 | 8,828 | 0.95% | 0.85% | 132 | +3,353 | 5.1% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 68,553 | 8,756 | 0.3% | 0.31% | 133 | -6,529 | -8.7% | Q1 2026 | Apr 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 68,236 | 8,715 | 0.4% | 0.31% | 134 | +12,089 | 21.53% | Q1 2026 | Apr 29, 2026 |
| Marotta Asset Management | History | Added to | 66,108 | 8,498 | 1.56% | 1.48% | 135 | +550 | 0.84% | Q1 2026 | Apr 27, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 64,244 | 8,205 | 0.79% | 0.76% | 136 | -2,780 | -4.15% | Q1 2026 | May 06, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 64,217 | 8,202 | 0.06% | 0.05% | 137 | -660 | -1.02% | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 64,153 | 8,194 | 0.0% | 0.0% | 138 | -8,542 | -11.75% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 60,566 | 7,736 | 0.01% | 0.01% | 139 | +6,476 | 11.97% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 60,268 | 7,698 | 0.24% | — | 140 | +60,268 | New | Q1 2026 | May 15, 2026 |
| Exome Asset Management LLC | History | New | 60,000 | 7,663 | 3.96% | — | 141 | +60,000 | New | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Added to | 955 | 7,478 | 0.12% | 0.14% | 142 | +9 | 0.95% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 57,077 | 7,290 | 0.09% | 0.09% | 143 | +4,288 | 8.12% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 56,075 | 7,231 | 0.01% | 0.02% | 144 | -41,811 | -42.71% | Q1 2026 | Apr 08, 2026 |
| Fulcrum Capital LLC | History | Reduced | 55,973 | 7,149 | 1.55% | 1.4% | 145 | -1,006 | -1.77% | Q1 2026 | Apr 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 54,394 | 6,947 | 0.02% | 0.02% | 146 | -1,304 | -2.34% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 53,920 | 6,887 | 0.01% | 0.01% | 147 | +7,336 | 15.75% | Q1 2026 | May 15, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 53,840 | 6,876 | 0.56% | 0.52% | 148 | -390 | -0.72% | Q1 2026 | Apr 16, 2026 |
| &PARTNERS | History | Added to | 51,024 | 6,521 | 0.03% | 0.02% | 149 | +15,834 | 45.0% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Reduced | 49,897 | 6,373 | 0.12% | 0.11% | 150 | -601 | -1.19% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Reduced | 52,849 | 6,298 | 0.01% | 0.01% | 151 | -1,662 | -3.05% | Q1 2026 | May 15, 2026 |
| RH Tailwind Management, LLC | History | New | 49,000 | 6,258 | 0.8% | — | 152 | +49,000 | New | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 47,576 | 6,076 | 0.04% | 0.04% | 153 | -35,600 | -42.8% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 44,224 | 5,648 | 0.07% | — | 154 | +44,224 | New | Q1 2026 | May 15, 2026 |
| Kultura Capital Management LP | History | New | 43,600 | 5,569 | 0.87% | — | 155 | +43,600 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 41,926 | 5,353 | 0.01% | 0.0% | 156 | +8,706 | 26.21% | Q1 2026 | May 13, 2026 |
| Roundview Capital LLC | History | Added to | 40,408 | 5,161 | 0.32% | 0.23% | 157 | +10,321 | 34.3% | Q1 2026 | May 08, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Added to | 38,464 | 4,913 | 2.24% | 0.99% | 158 | +18,936 | 96.97% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 38,224 | 4,882 | 0.02% | 0.02% | 159 | +1,006 | 2.7% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 38,160 | 4,874 | 0.03% | 0.03% | 160 | +941 | 2.53% | Q1 2026 | May 15, 2026 |
| Addison Capital Co | History | Added to | 38,112 | 4,867 | 0.87% | 0.39% | 161 | +25,319 | 197.91% | Q1 2026 | Apr 29, 2026 |
| Fiduciary Alliance LLC | History | Added to | 35,210 | 4,804 | 0.29% | 0.03% | 162 | +32,017 | 1002.72% | Q1 2026 | Apr 20, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 37,234 | 4,755 | 1.44% | 1.53% | 163 | +406 | 1.1% | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 37,018 | 4,728 | 0.0% | 0.0% | 164 | -106 | -0.29% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 36,585 | 4,672 | 0.02% | 0.03% | 165 | +1,059 | 2.98% | Q1 2026 | May 15, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 36,316 | 4,638 | 2.37% | 2.31% | 166 | +414 | 1.15% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 34,902 | 4,458 | 0.05% | 0.05% | 167 | -205 | -0.58% | Q1 2026 | May 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 33,901 | 4,330 | 0.46% | 1.9% | 168 | -108,270 | -76.15% | Q1 2026 | Apr 28, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 33,866 | 4,325 | 0.56% | 0.61% | 169 | -7,376 | -17.88% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 33,763 | 4,312 | 0.0% | 0.0% | 170 | -376 | -1.1% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 32,918 | 4,204 | 0.11% | 0.0% | 171 | +31,914 | 3178.69% | Q1 2026 | May 15, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | No change | 32,825 | 4,192 | 0.07% | 0.06% | 172 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,456 | 4,145 | 0.02% | 0.03% | 173 | -11,904 | -26.83% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Added to | 32,049 | 4,093 | 0.01% | 0.0% | 174 | +18,843 | 142.69% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 31,510 | 4,024 | 0.05% | 0.05% | 175 | +2,913 | 10.19% | Q1 2026 | May 15, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 31,253 | 3,992 | 0.36% | 0.33% | 176 | +1,139 | 3.78% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 31,066 | 3,968 | 0.01% | 0.01% | 177 | +5,439 | 21.22% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, Inc | History | Reduced | 30,790 | 3,932 | 0.48% | 0.45% | 178 | -400 | -1.28% | Q1 2026 | Apr 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 30,587 | 3,906 | 0.02% | 0.01% | 179 | +12,092 | 65.38% | Q1 2026 | May 15, 2026 |
| MARVIN & PALMER ASSOCIATES INC | History | Added to | 30,136 | 3,849 | 4.61% | 2.32% | 180 | +3,196 | 11.86% | Q1 2026 | May 08, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 30,046 | 3,837 | 0.52% | 0.47% | 181 | +1,363 | 4.75% | Q1 2026 | May 15, 2026 |
| Rock Springs Capital Management LP | History | Reduced | 30,000 | 3,831 | 0.23% | 1.39% | 182 | -192,000 | -86.49% | Q1 2026 | May 15, 2026 |
| Eversept Partners, LP | History | Reduced | 30,000 | 3,831 | 0.2% | 0.61% | 183 | -69,400 | -69.82% | Q1 2026 | May 15, 2026 |
| ArchPoint Investors | History | No change | 29,875 | 3,815 | 0.91% | 0.86% | 184 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 29,736 | 3,798 | 0.18% | 1.51% | 185 | -231,188 | -88.6% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 29,398 | 3,754 | 0.0% | 0.0% | 186 | +4,051 | 15.98% | Q1 2026 | May 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 30,210 | 3,683 | 2.15% | 2.15% | 187 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 30,655 | 3,667 | 0.0% | 0.0% | 188 | +12,837 | 72.05% | Q1 2026 | May 15, 2026 |
| Greenline Partners, LLC | History | No change | 28,711 | 3,667 | 0.39% | 0.4% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 28,608 | 3,654 | 0.01% | 0.01% | 190 | +4,116 | 16.81% | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Reduced | 27,972 | 3,572 | 0.48% | 0.45% | 191 | -772 | -2.69% | Q1 2026 | May 13, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 27,959 | 3,571 | 0.5% | 0.43% | 192 | +2,633 | 10.4% | Q1 2026 | May 15, 2026 |
| CONTINENTAL ADVISORS LLC | History | No change | 27,700 | 3,538 | 1.81% | 1.43% | 193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 27,604 | 3,525 | 0.06% | 0.06% | 194 | +317 | 1.16% | Q1 2026 | May 07, 2026 |
| Arcadia Wealth Management, Inc. | History | Reduced | 27,562 | 3,520 | 1.9% | 2.06% | 195 | -1,910 | -6.48% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 27,225 | 3,477 | 0.28% | 0.28% | 196 | -2,314 | -7.83% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 26,657 | 3,404 | 0.01% | 0.0% | 197 | +7,134 | 36.54% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 26,572 | 3,394 | 0.03% | 0.02% | 198 | +13,836 | 108.64% | Q1 2026 | May 15, 2026 |
| Titiun Yejiel | History | New | 26,502 | 3,385 | 3.41% | — | 199 | +26,502 | New | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,063 | 3,328 | 0.01% | 0.01% | 200 | +6,073 | 30.38% | Q1 2026 | Apr 30, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 25,221 | 3,221 | 0.5% | 0.48% | 201 | +542 | 2.2% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 25,120 | 3,208 | 0.11% | 0.39% | 202 | -67,958 | -73.01% | Q1 2026 | May 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 24,590 | 3,140 | 0.22% | 0.22% | 203 | +207 | 0.85% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,565 | 3,137 | 0.03% | 0.03% | 204 | +2,830 | 13.02% | Q1 2026 | May 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 24,548 | 3,135 | 0.17% | 0.15% | 205 | +129 | 0.53% | Q1 2026 | Apr 13, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 23,953 | 3,059 | 0.7% | 0.63% | 206 | +2,152 | 9.87% | Q1 2026 | May 15, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Added to | 23,871 | 3,049 | 0.07% | 0.03% | 207 | +10,091 | 73.23% | Q1 2026 | Apr 14, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 23,472 | 2,998 | 0.47% | 0.41% | 208 | +2,120 | 9.93% | Q1 2026 | May 07, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 23,379 | 2,986 | 0.01% | 0.03% | 209 | -38,494 | -62.21% | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | New | 23,327 | 2,979 | 0.24% | — | 210 | +23,327 | New | Q1 2026 | May 15, 2026 |
| Connective Capital Management, LLC | History | Added to | 23,248 | 2,969 | 2.45% | 0.57% | 211 | +15,235 | 190.13% | Q1 2026 | May 12, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 23,235 | 2,967 | 0.36% | 0.32% | 212 | -230 | -0.98% | Q1 2026 | May 14, 2026 |
| Erste Asset Management GmbH | History | No change | 23,130 | 2,956 | 0.03% | 0.02% | 213 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 24,151 | 2,945 | 0.02% | 0.02% | 214 | +2,132 | 9.68% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 22,392 | 2,923 | 0.0% | — | 215 | +22,392 | New | Q1 2026 | May 12, 2026 |
| BANK OF NOVA SCOTIA | History | New | 22,709 | 2,900 | 0.01% | — | 216 | +22,709 | New | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 23,217 | 2,830 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Verity Asset Management, Inc. | History | Added to | 21,861 | 2,792 | 1.17% | 1.12% | 218 | +447 | 2.09% | Q1 2026 | Apr 21, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 21,141 | 2,776 | 1.44% | 1.34% | 219 | +4,281 | 25.39% | Q1 2026 | May 18, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 21,489 | 2,744 | 0.08% | 0.07% | 220 | +98 | 0.46% | Q1 2026 | Apr 28, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 21,109 | 2,696 | 0.56% | 0.5% | 221 | +2,304 | 12.25% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 20,985 | 2,680 | 0.38% | 0.35% | 222 | -311 | -1.46% | Q1 2026 | May 15, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 20,678 | 2,641 | 2.01% | 1.85% | 223 | -52 | -0.25% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 20,635 | 2,635 | 0.03% | 0.03% | 224 | -382 | -1.82% | Q1 2026 | May 06, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 20,509 | 2,619 | 2.23% | 2.14% | 225 | +2,304 | 12.66% | Q1 2026 | May 14, 2026 |
| Asset Management Group, Inc. | History | Reduced | 20,433 | 2,609 | 0.42% | 0.41% | 226 | -204 | -0.99% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 20,287 | 2,591 | 0.01% | 0.02% | 227 | -1,790 | -8.11% | Q1 2026 | May 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 20,139 | 2,572 | 0.28% | 0.32% | 228 | -3,169 | -13.6% | Q1 2026 | Apr 15, 2026 |
| CROWN ADVISORS MANAGEMENT, INC. | History | No change | 20,000 | 2,554 | 1.7% | 1.6% | 229 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bayesian Capital Management, LP | History | New | 19,900 | 2,541 | 3.1% | — | 230 | +19,900 | New | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 19,684 | 2,514 | 0.84% | 0.87% | 231 | +45 | 0.23% | Q1 2026 | May 12, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 19,578 | 2,500 | 0.6% | 0.42% | 232 | +5,312 | 37.24% | Q1 2026 | Apr 28, 2026 |
| DeepCurrents Investment Group LLC | History | Added to | 195 | 2,490 | 0.08% | 0.01% | 233 | +161 | 473.53% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 19,315 | 2,467 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 19,151 | 2,446 | 0.04% | 0.0% | 235 | +18,134 | 1783.09% | Q1 2026 | May 15, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 19,125 | 2,442 | 0.55% | 0.49% | 236 | +750 | 4.08% | Q1 2026 | May 15, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 19,064 | 2,435 | 1.75% | 1.84% | 237 | -1,648 | -7.96% | Q1 2026 | May 07, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 18,688 | 2,387 | 0.61% | 0.59% | 238 | -158 | -0.84% | Q1 2026 | May 13, 2026 |
| Sage Capital Management, LLC | History | Reduced | 18,569 | 2,374 | 1.12% | 1.05% | 239 | -104 | -0.56% | Q1 2026 | Apr 15, 2026 |
| 5th Street Advisors, LLC | History | Added to | 18,565 | 2,371 | 1.02% | 1.05% | 240 | +198 | 1.08% | Q1 2026 | May 04, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 18,249 | 2,330 | 0.13% | 0.12% | 241 | -575 | -3.05% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 18,092 | 2,310 | 0.07% | 0.13% | 242 | -10,626 | -37.0% | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 18,065 | 2,307 | 0.1% | 0.07% | 243 | +3,700 | 25.76% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,771 | 2,269 | 0.0% | 0.0% | 244 | +6,046 | 51.57% | Q1 2026 | Apr 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 17,750 | 2,267 | 0.07% | 0.07% | 245 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 17,602 | 2,248 | 0.05% | 0.02% | 246 | +11,049 | 168.61% | Q1 2026 | Apr 13, 2026 |
| Breakwater Capital Group | History | Added to | 17,247 | 2,202 | 0.29% | 0.29% | 247 | +476 | 2.84% | Q1 2026 | Apr 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 16,948 | 2,164 | 0.17% | 0.15% | 248 | +783 | 4.84% | Q1 2026 | Apr 23, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 16,849 | 2,152 | 0.04% | 0.06% | 249 | -7,644 | -31.21% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,490 | 2,106 | 0.0% | 0.0% | 250 | +5,513 | 50.22% | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 16,322 | 2,084 | 0.12% | 0.11% | 251 | +8,861 | 118.76% | Q1 2026 | Apr 22, 2026 |
| Wealthfront Advisers LLC | History | Added to | 16,141 | 2,061 | 0.0% | 0.0% | 252 | +1,990 | 14.06% | Q1 2026 | May 05, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 15,875 | 2,027 | 1.86% | 1.84% | 253 | -68 | -0.43% | Q1 2026 | Apr 30, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 15,532 | 1,983 | 0.34% | 0.29% | 254 | +1,230 | 8.6% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,316 | 1,956 | 0.01% | 0.01% | 255 | -640 | -4.01% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 15,235 | 1,945 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 15,203 | 1,941 | 0.05% | 0.07% | 257 | -5,285 | -25.8% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 15,137 | 1,933 | 0.03% | 0.02% | 258 | +3,260 | 27.45% | Q1 2026 | Apr 14, 2026 |
| Knott David M Jr | History | Added to | 15,000 | 1,916 | 1.14% | 0.73% | 259 | +2,000 | 15.38% | Q1 2026 | May 14, 2026 |
| ADAR1 Capital Management, LLC | History | New | 15,000 | 1,915 | 0.11% | — | 261 | +15,000 | New | Q1 2026 | May 15, 2026 |
| Ulysses Management LLC | History | No change | 15,000 | 1,915 | 0.24% | 0.34% | 260 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investment Research Partners LLC | History | Reduced | 14,963 | 1,911 | 0.78% | 0.8% | 262 | -389 | -2.53% | Q1 2026 | Apr 29, 2026 |
| Sava Infond d.o.o. | History | Added to | 14,640 | 1,869 | 0.27% | 0.06% | 263 | +10,940 | 295.68% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 14,486 | 1,850 | 0.01% | 0.01% | 264 | -454 | -3.04% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,350 | 1,832 | 0.0% | 0.0% | 265 | +1,157 | 8.77% | Q1 2026 | May 15, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 14,280 | 1,823 | 0.29% | 0.27% | 266 | -40 | -0.28% | Q1 2026 | May 04, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 14,226 | 1,817 | 0.25% | 0.24% | 267 | -176 | -1.22% | Q1 2026 | May 11, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 14,127 | 1,804 | 0.15% | 0.15% | 268 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DV Trading LLC | History | Added to | 14,074 | 1,797 | 0.04% | 0.0% | 269 | +12,673 | 904.57% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Reduced | 14,032 | 1,792 | 0.09% | 0.1% | 270 | -3,064 | -17.92% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 13,944 | 1,781 | 0.04% | 0.04% | 271 | -139 | -0.99% | Q1 2026 | May 01, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 13,858 | 1,770 | 0.38% | 0.12% | 272 | +8,816 | 174.85% | Q1 2026 | Apr 15, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Added to | 13,797 | 1,762 | 0.19% | 0.18% | 273 | +360 | 2.68% | Q1 2026 | Apr 28, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 13,772 | 1,759 | 0.39% | 0.4% | 274 | -260 | -1.85% | Q1 2026 | Apr 22, 2026 |
| Advisor OS, LLC | History | New | 13,757 | 1,757 | 0.13% | — | 275 | +13,757 | New | Q1 2026 | May 07, 2026 |
| PFG Investments, LLC | History | Reduced | 13,659 | 1,744 | 0.08% | 0.08% | 277 | -745 | -5.17% | Q1 2026 | Apr 27, 2026 |
| NVWM, LLC | History | Added to | 13,654 | 1,744 | 0.39% | 0.36% | 276 | +35 | 0.26% | Q1 2026 | Apr 27, 2026 |
| Balefire, LLC | History | Added to | 13,637 | 1,741 | 0.33% | 0.32% | 278 | +178 | 1.32% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 13,595 | 1,736 | 0.44% | 0.48% | 279 | -1,705 | -11.14% | Q1 2026 | Apr 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 13,517 | 1,726 | 0.03% | 0.02% | 280 | -189 | -1.38% | Q1 2026 | May 05, 2026 |
| Quarry LP | History | Added to | 13,318 | 1,701 | 0.31% | 0.25% | 281 | +310 | 2.38% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 13,189 | 1,684 | 0.17% | 0.16% | 282 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 13,184 | 1,683 | 0.01% | 0.01% | 283 | +2,648 | 25.13% | Q1 2026 | Apr 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 12,900 | 1,647 | 0.19% | 0.18% | 284 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parcion Private Wealth LLC | History | No change | 12,854 | 1,641 | 0.1% | 0.1% | 285 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Y.D. More Investments Ltd | History | No change | 12,500 | 1,596 | 0.06% | 0.07% | 286 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EFG International AG | History | Added to | 12,480 | 1,594 | 0.03% | 0.03% | 287 | +100 | 0.81% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | No change | 12,471 | 1,592 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 12,266 | 1,566 | 0.02% | 0.02% | 289 | +500 | 4.25% | Q1 2026 | Apr 21, 2026 |
| SCS Capital Management LLC | History | Added to | 12,257 | 1,565 | 0.02% | 0.02% | 290 | +187 | 1.55% | Q1 2026 | May 11, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 12,208 | 1,559 | 0.11% | 0.04% | 291 | +7,360 | 151.82% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,181 | 1,555 | 0.02% | 0.03% | 292 | -3,883 | -24.17% | Q1 2026 | May 15, 2026 |
| Bramshill Investments, LLC | History | Added to | 12,000 | 1,532 | 0.13% | 0.06% | 293 | +3,500 | 41.18% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 11,938 | 1,524 | 0.06% | — | 294 | +11,938 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,850 | 1,513 | 0.0% | 0.0% | 295 | +1,536 | 14.89% | Q1 2026 | May 15, 2026 |
| Ehrenkranz Partners L.P. | History | New | 11,762 | 1,502 | 1.19% | — | 296 | +11,762 | New | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 11,754 | 1,501 | 0.05% | 0.05% | 297 | +161 | 1.39% | Q1 2026 | Apr 08, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 12,300 | 1,499 | 1.12% | 1.12% | 298 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Marex Group plc | History | Reduced | 11,588 | 1,480 | 0.01% | 0.01% | 299 | -3,412 | -22.75% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,387 | 1,463 | 0.01% | 0.01% | 300 | +2,008 | 21.41% | Q1 2026 | Apr 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 11,444 | 1,461 | 0.04% | 0.05% | 301 | -3,549 | -23.67% | Q1 2026 | Apr 29, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 11,204 | 1,431 | 1.27% | 1.39% | 302 | -2,160 | -16.16% | Q1 2026 | Apr 22, 2026 |
| Legacy Bridge, LLC | History | Reduced | 11,209 | 1,431 | 0.55% | 0.56% | 303 | -90 | -0.8% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 10,391 | 1,407 | 0.05% | 0.27% | 304 | -50,716 | -83.0% | Q1 2026 | Apr 17, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 10,981 | 1,402 | 0.17% | 0.17% | 305 | -288 | -2.56% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 10,889 | 1,390 | 0.04% | 0.04% | 306 | +75 | 0.69% | Q1 2026 | May 14, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | No change | 10,867 | 1,388 | 2.58% | 3.04% | 307 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Encore Global Management, LP | History | New | 10,800 | 1,379 | 0.96% | — | 308 | +10,800 | New | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 10,650 | 1,360 | 0.02% | 0.02% | 309 | +23 | 0.22% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,638 | 1,358 | 0.05% | 0.05% | 310 | +277 | 2.67% | Q1 2026 | May 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 10,588 | 1,352 | 0.05% | 0.05% | 311 | -1,221 | -10.34% | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 10,354 | 1,322 | 0.0% | 0.0% | 312 | -2,352 | -18.51% | Q1 2026 | May 05, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 10,221 | 1,305 | 0.85% | 0.86% | 314 | -690 | -6.32% | Q1 2026 | Apr 21, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 10,217 | 1,305 | 0.14% | 0.13% | 313 | +433 | 4.43% | Q1 2026 | May 13, 2026 |
| Maxi Investments CY Ltd | History | No change | 10,200 | 1,303 | 0.28% | 0.23% | 315 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,135 | 1,294 | 0.06% | 0.05% | 316 | +1,458 | 16.8% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 10,127 | 1,293 | 0.01% | 0.02% | 317 | -1,895 | -15.76% | Q1 2026 | Apr 20, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 10,118 | 1,292 | 0.47% | 0.46% | 318 | -49 | -0.48% | Q1 2026 | Apr 09, 2026 |
| Intellectus Partners, LLC | History | Reduced | 10,089 | 1,288 | 0.26% | 0.24% | 319 | -200 | -1.94% | Q1 2026 | Apr 10, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 10,000 | 1,277 | 0.23% | 0.2% | 320 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | No change | 9,947 | 1,270 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 10,270 | 1,252 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 9,798 | 1,251 | 0.0% | 0.0% | 323 | +1,326 | 15.65% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 10,166 | 1,239 | 0.06% | 0.06% | 324 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 9,610 | 1,227 | 0.54% | 0.55% | 326 | -927 | -8.8% | Q1 2026 | Apr 28, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 9,608 | 1,227 | 0.02% | 1.14% | 325 | +184 | 1.95% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,581 | 1,223 | 0.09% | 0.08% | 327 | +1,031 | 12.06% | Q1 2026 | Apr 08, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 9,476 | 1,210 | 1.49% | 1.13% | 328 | +1,935 | 25.66% | Q1 2026 | May 14, 2026 |
| Byrne Asset Management LLC | History | Added to | 9,230 | 1,178 | 0.69% | 0.36% | 329 | +3,831 | 70.96% | Q1 2026 | Apr 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,056 | 1,156 | 0.04% | 0.03% | 330 | -1,447 | -13.78% | Q1 2026 | Apr 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 9,000 | 1,149 | 0.1% | 0.11% | 331 | -1,854 | -17.08% | Q1 2026 | May 15, 2026 |
| 111 Capital | History | New | 8,890 | 1,135 | 0.28% | — | 332 | +8,890 | New | Q1 2026 | May 11, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 8,881 | 1,134 | 0.05% | 0.05% | 333 | -480 | -5.13% | Q1 2026 | May 12, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 8,878 | 1,133 | 0.22% | 0.21% | 334 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,850 | 1,130 | 0.03% | 0.03% | 335 | -711 | -7.44% | Q1 2026 | May 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 8,809 | 1,125 | 0.13% | 0.12% | 336 | +18 | 0.2% | Q1 2026 | May 01, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 8,763 | 1,119 | 0.98% | 0.85% | 337 | +395 | 4.72% | Q1 2026 | May 01, 2026 |
| DAVIS R M INC | History | Reduced | 8,690 | 1,109 | 0.02% | 0.02% | 338 | -652 | -6.98% | Q1 2026 | May 13, 2026 |
| INVESTED ADVISORS | History | Reduced | 8,678 | 1,108 | 1.12% | 1.12% | 339 | -210 | -2.36% | Q1 2026 | Apr 29, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 8,617 | 1,100 | 0.4% | 0.35% | 340 | -18 | -0.21% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 8,088 | 1,091 | 0.03% | 0.01% | 341 | +5,750 | 245.94% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,539 | 1,090 | 0.01% | 0.01% | 344 | +2,695 | 46.12% | Q1 2026 | May 12, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 8,537 | 1,090 | 0.23% | 0.22% | 342 | -95 | -1.1% | Q1 2026 | Apr 13, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 8,536 | 1,090 | 0.08% | 0.06% | 343 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 8,524 | 1,088 | 0.06% | 0.06% | 345 | -90 | -1.04% | Q1 2026 | May 07, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Added to | 8,521 | 1,088 | 0.93% | 0.87% | 346 | +56 | 0.66% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 8,503 | 1,086 | 0.03% | 0.08% | 347 | -18,094 | -68.03% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | No change | 8,497 | 1,085 | 0.04% | 0.04% | 348 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 8,482 | 1,083 | 0.03% | 0.04% | 349 | -892 | -9.52% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 8,244 | 1,053 | 0.0% | 0.0% | 350 | +1,170 | 16.54% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 8,240 | 1,052 | 0.01% | 0.01% | 352 | +1,039 | 14.43% | Q1 2026 | May 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 8,238 | 1,052 | 0.14% | 0.14% | 351 | -144 | -1.72% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,207 | 1,048 | 0.05% | 0.04% | 353 | +1,890 | 29.92% | Q1 2026 | Apr 28, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 8,193 | 1,046 | 0.13% | 0.08% | 354 | +2,969 | 56.83% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 8,128 | 1,038 | 0.01% | 0.01% | 355 | -424 | -4.96% | Q1 2026 | May 05, 2026 |
| Galaxy Group Investments LLC | History | No change | 8,500 | 1,036 | 0.12% | 0.12% | 356 | 0 | 0.0% | Q4 2025 | Mar 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 8,072 | 1,031 | 0.05% | 0.05% | 357 | +345 | 4.46% | Q1 2026 | Apr 23, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 8,000 | 1,022 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Viewpoint Capital Management LLC | History | Reduced | 8,000 | 1,021 | 0.48% | 0.53% | 359 | -2,000 | -20.0% | Q1 2026 | Apr 17, 2026 |
| Genesis Financial Group, LLC | History | New | 7,800 | 996 | 0.63% | — | 360 | +7,800 | New | Q1 2026 | May 18, 2026 |
| Southland Equity Partners LLC | History | New | 7,736 | 988 | 0.19% | — | 361 | +7,736 | New | Q1 2026 | Apr 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 7,705 | 984 | 0.02% | 0.02% | 362 | -1,024 | -11.73% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 7,685 | 981 | 0.0% | 0.0% | 363 | +4,425 | 135.74% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,639 | 978 | 0.05% | 0.04% | 364 | -138 | -1.77% | Q1 2026 | May 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 7,643 | 976 | 0.01% | — | 365 | +7,643 | New | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 7,550 | 964 | 0.0% | 0.0% | 366 | +2,825 | 59.79% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 7,535 | 962 | 0.05% | 0.06% | 367 | -1,200 | -13.74% | Q1 2026 | Apr 15, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 7,526 | 961 | 0.29% | 0.35% | 368 | -257 | -3.3% | Q1 2026 | May 08, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | New | 7,513 | 960 | 0.15% | — | 369 | +7,513 | New | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 7,428 | 948 | 0.01% | — | 370 | +7,428 | New | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 7,372 | 941 | 0.01% | 0.01% | 371 | -350 | -4.53% | Q1 2026 | May 01, 2026 |
| Vontobel Holding Ltd. | History | Added to | 7,338 | 937 | 0.0% | 0.0% | 372 | +1,198 | 19.51% | Q1 2026 | May 08, 2026 |
| Fosun International Ltd | History | New | 7,323 | 935 | 0.23% | — | 374 | +7,323 | New | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 7,322 | 935 | 0.02% | 0.02% | 373 | -328 | -4.29% | Q1 2026 | May 15, 2026 |
| HEADINVEST, LLC | History | Added to | 7,281 | 930 | 0.19% | 0.12% | 375 | +2,415 | 49.63% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,282 | 930 | 0.03% | 0.04% | 376 | -1,057 | -12.68% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,616 | 928 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 7,252 | 926 | 0.63% | 0.57% | 379 | +678 | 10.31% | Q1 2026 | Apr 20, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 7,257 | 926 | 0.57% | 0.53% | 378 | -57 | -0.78% | Q1 2026 | May 12, 2026 |
| McGuire Investment Group, LLC | History | No change | 7,229 | 923 | 0.1% | 0.09% | 380 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Texas Yale Capital Corp. | History | No change | 7,225 | 922 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 7,146 | 912 | 0.08% | 0.09% | 382 | -136 | -1.87% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,111 | 908 | 0.01% | 0.01% | 383 | +160 | 2.3% | Q1 2026 | May 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 7,100 | 906 | 0.09% | 0.09% | 384 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 7,048 | 900 | 0.06% | 0.05% | 385 | +495 | 7.55% | Q1 2026 | Apr 14, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 6,970 | 890 | 0.09% | — | 387 | +6,970 | New | Q1 2026 | May 12, 2026 |
| CERTUITY, LLC | History | Reduced | 6,970 | 890 | 0.06% | 0.05% | 386 | -142 | -2.0% | Q1 2026 | May 11, 2026 |
| LGL PARTNERS, LLC | History | Added to | 6,964 | 889 | 0.37% | 0.33% | 388 | +540 | 8.41% | Q1 2026 | May 14, 2026 |
| IBEX WEALTH ADVISORS | History | New | 6,918 | 883 | 0.08% | — | 389 | +6,918 | New | Q1 2026 | Apr 30, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 6,799 | 868 | 0.02% | 0.02% | 390 | +717 | 11.79% | Q1 2026 | May 01, 2026 |
| Sharper & Granite LLC | History | Reduced | 6,789 | 867 | 0.3% | 0.37% | 391 | -1,877 | -21.66% | Q1 2026 | Apr 08, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 6,755 | 862 | 0.31% | 0.12% | 392 | +4,853 | 255.15% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,746 | 861 | 0.02% | — | 394 | +6,746 | New | Q1 2026 | Apr 27, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 6,745 | 861 | 0.69% | 0.22% | 393 | +4,430 | 191.36% | Q1 2026 | Apr 16, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 6,686 | 853 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 6,655 | 850 | 0.49% | 0.47% | 396 | +10 | 0.15% | Q1 2026 | Apr 10, 2026 |
| Canton Hathaway, LLC | History | No change | 6,645 | 848 | 0.17% | 0.16% | 397 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 6,544 | 835 | 0.07% | 0.07% | 398 | +125 | 1.95% | Q1 2026 | Apr 24, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 6,473 | 827 | 0.01% | 0.01% | 399 | -250 | -3.72% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | New | 6,415 | 819 | 0.09% | — | 400 | +6,415 | New | Q1 2026 | May 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 6,388 | 815 | 0.27% | 0.26% | 401 | -23 | -0.36% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 6,300 | 804 | 0.12% | 0.12% | 402 | +100 | 1.61% | Q1 2026 | May 04, 2026 |
| TCP Asset Management, LLC | History | New | 6,293 | 803 | 0.1% | — | 403 | +6,293 | New | Q1 2026 | Apr 10, 2026 |
| Avail Investment Partners, LLC | History | New | 6,285 | 803 | 0.86% | — | 404 | +6,285 | New | Q1 2026 | May 13, 2026 |
| VestGen Investment Management | History | New | 6,271 | 800 | 0.44% | — | 405 | +6,271 | New | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 5,919 | 797 | 0.02% | 0.02% | 406 | -53 | -0.89% | Q1 2026 | May 11, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 6,217 | 794 | 0.54% | — | 407 | +6,217 | New | Q1 2026 | May 05, 2026 |
| Sassicaia Capital Advisers LLC | History | New | 6,200 | 791 | 0.89% | — | 408 | +6,200 | New | Q1 2026 | May 13, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 6,155 | 786 | 0.7% | — | 409 | +6,155 | New | Q1 2026 | Apr 21, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,116 | 781 | 0.04% | 0.04% | 410 | +345 | 5.98% | Q1 2026 | Apr 24, 2026 |
| MYDA Advisors LLC | History | New | 6,100 | 779 | 0.13% | — | 412 | +6,100 | New | Q1 2026 | May 14, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 6,100 | 779 | 0.74% | 0.72% | 411 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 6,061 | 774 | 0.03% | 0.03% | 413 | +129 | 2.17% | Q1 2026 | May 11, 2026 |
| Pictet North America Advisors SA | History | No change | 6,020 | 768 | 0.08% | 0.07% | 414 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | History | No change | 6,000 | 766 | 1.27% | 1.07% | 415 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 5,968 | 762 | 0.01% | 0.13% | 416 | -56,104 | -90.39% | Q1 2026 | Apr 21, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 5,973 | 762 | 0.07% | 0.07% | 417 | +31 | 0.52% | Q1 2026 | May 11, 2026 |
| Kercheville Advisors, LLC | History | Reduced | 5,870 | 749 | 0.24% | 0.61% | 418 | -11,850 | -66.87% | Q1 2026 | Apr 20, 2026 |
| Tidal Investments LLC | History | Added to | 5,842 | 746 | 0.0% | 0.0% | 419 | +1,816 | 45.11% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 5,762 | 735 | 0.0% | 0.0% | 420 | -346 | -5.66% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 14,764 | 730 | 0.03% | 0.01% | 421 | -6,155 | -29.42% | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | No change | 5,657 | 722 | 0.19% | 0.19% | 422 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWC Advisors, LLC. | History | Reduced | 5,630 | 719 | 0.34% | 0.33% | 423 | -61 | -1.07% | Q1 2026 | Apr 16, 2026 |
| Alpha Wealth Funds, LLC | History | Reduced | 5,569 | 711 | 0.48% | 0.44% | 424 | -324 | -5.5% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 5,557 | 709 | 0.02% | 0.02% | 425 | -498 | -8.22% | Q1 2026 | May 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 5,475 | 699 | 0.04% | 0.04% | 426 | -351 | -6.02% | Q1 2026 | May 01, 2026 |
| Congress Park Capital LLC | History | Added to | 5,425 | 692 | 0.21% | 0.18% | 427 | +535 | 10.94% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 5,408 | 691 | 0.01% | 0.0% | 428 | +297 | 5.81% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,372 | 686 | 0.01% | 0.01% | 429 | +482 | 9.86% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,363 | 685 | 0.02% | 0.02% | 430 | +391 | 7.86% | Q1 2026 | Apr 21, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 5,307 | 677 | 0.11% | 0.09% | 431 | +849 | 19.04% | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,243 | 669 | 0.1% | 0.1% | 432 | -198 | -3.64% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,204 | 664 | 0.0% | 0.0% | 433 | +2,314 | 80.07% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 5,161 | 659 | 0.12% | 0.34% | 435 | -9,355 | -64.45% | Q1 2026 | Apr 13, 2026 |
| Point Windward Advisors Inc. | History | Reduced | 5,160 | 659 | 0.33% | 0.31% | 434 | -235 | -4.36% | Q1 2026 | Apr 09, 2026 |
| Blue Edge Capital, LLC | History | No change | 5,377 | 655 | 0.09% | 0.09% | 436 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rathbones Group PLC | History | Added to | 5,123 | 654 | 0.0% | 0.0% | 437 | +1,240 | 31.93% | Q1 2026 | May 12, 2026 |
| Alaethes Wealth, LLC | History | No change | 5,110 | 652 | 0.19% | 0.18% | 438 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 5,100 | 651 | 0.15% | 0.13% | 439 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 5,037 | 643 | 0.05% | 0.06% | 440 | -575 | -10.25% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,007 | 639 | 0.03% | 0.03% | 441 | +10 | 0.2% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 5,000 | 638 | 0.18% | 0.19% | 442 | -1,500 | -23.08% | Q1 2026 | Apr 22, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 4,868 | 621 | 0.02% | 0.02% | 443 | -659 | -11.92% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,818 | 615 | 0.01% | 0.01% | 444 | -464 | -8.78% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,027 | 612 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 4,736 | 605 | 0.37% | 0.34% | 447 | +12 | 0.25% | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | No change | 4,741 | 605 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Jacobi Capital Management LLC | History | No change | 4,706 | 601 | 0.03% | 0.03% | 448 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 4,706 | 601 | 0.39% | 0.4% | 449 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sargent Investment Group, LLC | History | No change | 4,670 | 596 | 0.08% | 0.07% | 450 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 4,609 | 588 | 0.11% | 0.11% | 451 | -61 | -1.31% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | No change | 4,601 | 587 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 4,560 | 582 | 0.0% | 0.0% | 453 | -300 | -6.17% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 4,541 | 580 | 0.01% | 0.01% | 454 | +367 | 8.79% | Q1 2026 | Apr 21, 2026 |
| Apella Capital, LLC | History | Added to | 4,177 | 579 | 0.01% | 0.01% | 455 | +157 | 3.91% | Q1 2026 | Apr 20, 2026 |
| FineMark National Bank & Trust | History | No change | 4,650 | 566 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,392 | 560 | 0.0% | 0.0% | 457 | +392 | 9.8% | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | Added to | 4,376 | 558 | 0.14% | 0.11% | 458 | +16 | 0.37% | Q1 2026 | May 12, 2026 |
| Wealth Management Partners, LLC | History | New | 4,283 | 547 | 0.16% | — | 459 | +4,283 | New | Q1 2026 | Apr 17, 2026 |
| Perkins Coie Trust Co | History | No change | 4,277 | 546 | 0.1% | 0.1% | 460 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Powell Investment Advisors, LLC | History | No change | 4,245 | 542 | 0.19% | 0.18% | 461 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Chesley Taft & Associates LLC | History | New | 4,230 | 540 | 0.02% | — | 462 | +4,230 | New | Q1 2026 | Apr 13, 2026 |
| Bridgewater Advisors Inc. | History | No change | 3,958 | 537 | 0.03% | 0.03% | 463 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 4,176 | 533 | 0.02% | 0.01% | 464 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DUTCH ASSET Corp | History | Reduced | 4,123 | 526 | 0.35% | 0.41% | 466 | -200 | -4.63% | Q1 2026 | May 08, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 4,125 | 526 | 0.05% | 0.05% | 465 | -30 | -0.72% | Q1 2026 | May 06, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 4,098 | 523 | 0.04% | 0.03% | 468 | -229 | -5.29% | Q1 2026 | May 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 4,100 | 523 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | No change | 4,040 | 516 | 0.02% | 0.01% | 469 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Purpose Unlimited Inc. | History | New | 4,000 | 510 | 0.02% | — | 471 | +4,000 | New | Q1 2026 | May 15, 2026 |
| Gruss & Co., LLC | History | Added to | 4,000 | 510 | 1.19% | 0.94% | 470 | +500 | 14.29% | Q1 2026 | May 05, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 3,992 | 509 | 0.01% | 0.0% | 472 | +1,500 | 60.19% | Q1 2026 | May 15, 2026 |
| Bank OZK | History | No change | 3,972 | 507 | 0.18% | 0.17% | 473 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 3,964 | 506 | 0.02% | 0.02% | 474 | -2 | -0.05% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 3,899 | 498 | 0.01% | 0.01% | 478 | +1,882 | 93.31% | Q1 2026 | Apr 07, 2026 |
| Montecito Bank & Trust | History | No change | 3,900 | 498 | 0.08% | 0.08% | 475 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wellington Shields & Co., LLC | History | No change | 3,900 | 498 | 0.13% | 0.12% | 476 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fortis Advisors, LLC | History | No change | 3,906 | 498 | 0.25% | 0.26% | 477 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 3,887 | 496 | 0.01% | 0.02% | 479 | -2,601 | -40.09% | Q1 2026 | May 18, 2026 |
| Solstein Capital, LLC | History | Added to | 3,865 | 493 | 0.2% | 0.09% | 480 | +1,964 | 103.31% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,792 | 484 | 0.0% | 0.0% | 481 | +18 | 0.48% | Q1 2026 | May 05, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 3,786 | 483 | 0.05% | 0.05% | 482 | -100 | -2.57% | Q1 2026 | Apr 13, 2026 |
| Continuum Advisory, LLC | History | Reduced | 3,683 | 470 | 0.05% | 0.05% | 483 | -146 | -3.81% | Q1 2026 | Apr 22, 2026 |
| GFS Advisors, LLC | History | Reduced | 1,509 | 467 | 0.06% | 0.24% | 484 | -15,258 | -91.0% | Q1 2026 | Apr 30, 2026 |
| Advantage Trust Co | History | No change | 3,645 | 465 | 0.21% | 0.2% | 485 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 3,909 | 464 | 0.0% | 0.0% | 486 | -852 | -17.9% | Q1 2026 | May 15, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 3,627 | 463 | 0.22% | 0.21% | 487 | -74 | -2.0% | Q1 2026 | Apr 27, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 3,600 | 459 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 3,588 | 458 | 0.03% | 0.03% | 489 | -132 | -3.55% | Q1 2026 | Apr 29, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 3,581 | 457 | 0.02% | 0.03% | 490 | -3,353 | -48.36% | Q1 2026 | May 12, 2026 |
| NCM Capital Management, LLC | History | Reduced | 3,584 | 457 | 0.16% | 0.16% | 491 | -36 | -0.99% | Q1 2026 | May 15, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 3,574 | 456 | 0.13% | 0.1% | 492 | -1,821 | -33.75% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,560 | 454 | 0.01% | 0.01% | 493 | -600 | -14.42% | Q1 2026 | May 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 3,533 | 451 | 0.01% | 0.01% | 494 | +1,659 | 88.53% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 3,529 | 450 | 0.02% | 0.01% | 495 | +1,436 | 68.61% | Q1 2026 | May 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 3,500 | 447 | 0.01% | 0.16% | 496 | -45,151 | -92.81% | Q1 2026 | Apr 28, 2026 |
| Worth Asset Management, LLC | History | Reduced | 3,485 | 445 | 0.17% | 1.38% | 497 | -23,187 | -86.93% | Q1 2026 | Apr 17, 2026 |
| Mathes Company, Inc. | History | No change | 3,470 | 443 | 0.16% | 0.15% | 498 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Miller Investment Management, LP | History | No change | 3,435 | 438 | 0.04% | 0.04% | 499 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Reduced | 3,395 | 433 | 0.01% | 0.02% | 500 | -488 | -12.57% | Q1 2026 | May 15, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 3,383 | 432 | 0.39% | 0.31% | 501 | +409 | 13.75% | Q1 2026 | Apr 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 3,322 | 424 | 0.02% | 0.02% | 502 | +366 | 12.38% | Q1 2026 | Apr 30, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 3,306 | 422 | 0.02% | 0.02% | 503 | -279 | -7.78% | Q1 2026 | Apr 20, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 3,273 | 418 | 0.26% | 0.25% | 504 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Man Group plc | History | New | 3,270 | 417 | 0.0% | — | 505 | +3,270 | New | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,120 | 416 | 0.01% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 3,200 | 408 | 0.14% | — | 507 | +3,200 | New | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,188 | 407 | 0.0% | 0.0% | 508 | -1,195 | -27.26% | Q1 2026 | May 14, 2026 |
| Seelaus Asset Management LLC | History | No change | 3,180 | 406 | 0.29% | 0.31% | 509 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Csenge Advisory Group | History | New | 3,168 | 404 | 0.02% | — | 510 | +3,168 | New | Q1 2026 | Apr 30, 2026 |
| Betterment LLC | History | Added to | 3,148 | 402 | 0.0% | 0.0% | 512 | +1,181 | 60.04% | Q1 2026 | May 14, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 3,154 | 402 | 0.07% | 0.07% | 513 | -100 | -3.07% | Q1 2026 | May 04, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 3,153 | 402 | 0.06% | 0.05% | 511 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 3,110 | 397 | 0.02% | 0.02% | 514 | -7 | -0.22% | Q1 2026 | May 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 3,085 | 394 | 0.09% | 0.04% | 516 | +1,425 | 85.84% | Q1 2026 | May 13, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 3,090 | 394 | 0.22% | 0.19% | 515 | -70 | -2.22% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,077 | 393 | 0.0% | 0.01% | 518 | -451 | -12.78% | Q1 2026 | Apr 20, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 3,082 | 393 | 0.09% | 0.09% | 517 | -25 | -0.8% | Q1 2026 | Apr 08, 2026 |
| IPG Investment Advisors LLC | History | Added to | 3,056 | 390 | 0.07% | 0.04% | 519 | +1,400 | 84.54% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,030 | 387 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 3,019 | 385 | 0.1% | 2.11% | 521 | -58,205 | -95.07% | Q1 2026 | Apr 24, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 3,016 | 385 | 0.03% | 0.03% | 522 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WARNER FINANCIAL, INC | History | No change | 2,995 | 383 | 0.13% | 0.13% | 523 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,996 | 382 | 0.0% | 0.0% | 524 | +1,057 | 54.51% | Q1 2026 | May 15, 2026 |
| InTrack Investment Management Inc | History | New | 2,975 | 379 | 0.22% | — | 525 | +2,975 | New | Q1 2026 | Apr 06, 2026 |
| Banco Santander, S.A. | History | Added to | 2,959 | 377 | 0.0% | 0.0% | 526 | +794 | 36.67% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,946 | 376 | 0.0% | 0.0% | 527 | +2,728 | 1251.38% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,943 | 375 | 0.0% | 0.01% | 528 | -23,627 | -88.92% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Reduced | 2,930 | 374 | 0.0% | 0.02% | 529 | -8,764 | -74.94% | Q1 2026 | Apr 16, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 2,902 | 370 | 0.07% | — | 530 | +2,902 | New | Q1 2026 | Apr 28, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,883 | 368 | 0.02% | 0.02% | 531 | -488 | -14.48% | Q1 2026 | Apr 28, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 2,854 | 364 | 0.0% | 0.0% | 532 | -2,631 | -47.97% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,834 | 361 | 0.01% | 0.01% | 533 | +254 | 9.84% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 2,805 | 358 | 0.0% | 0.0% | 534 | -48 | -1.68% | Q1 2026 | May 13, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 2,800 | 357 | 0.05% | 0.05% | 536 | -250 | -8.2% | Q1 2026 | May 04, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,800 | 357 | 0.02% | 0.02% | 535 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 2,769 | 356 | 0.02% | 0.02% | 537 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 2,784 | 355 | 0.0% | 0.01% | 538 | -2,538 | -47.69% | Q1 2026 | May 11, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 2,776 | 354 | 0.21% | 0.19% | 539 | +139 | 5.27% | Q1 2026 | May 11, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 2,770 | 353 | 0.3% | 0.26% | 540 | +180 | 6.95% | Q1 2026 | Apr 13, 2026 |
| Storgate, LLC | History | No change | 2,766 | 353 | 0.28% | 0.28% | 541 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abundance Wealth Counselors | History | New | 2,761 | 352 | 0.05% | — | 544 | +2,761 | New | Q1 2026 | Apr 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,758 | 352 | 0.0% | 0.0% | 542 | -1,079 | -28.12% | Q1 2026 | Apr 30, 2026 |
| Aries Wealth Management | History | No change | 2,760 | 352 | 0.08% | 0.07% | 543 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,755 | 351 | 0.02% | 0.02% | 545 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | No change | 2,751 | 351 | 0.07% | 0.08% | 546 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,736 | 349 | 0.03% | 0.03% | 547 | -50 | -1.79% | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 2,719 | 347 | 0.0% | 0.0% | 548 | -203 | -6.95% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 2,712 | 346 | 0.01% | — | 552 | +2,712 | New | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 2,710 | 346 | 0.0% | 0.0% | 550 | +359 | 15.27% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,712 | 346 | 0.03% | 0.03% | 549 | -44 | -1.6% | Q1 2026 | Apr 30, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 2,710 | 346 | 0.03% | 0.03% | 551 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 2,693 | 343 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 2,677 | 341 | 0.07% | 0.07% | 554 | -37 | -1.36% | Q1 2026 | Apr 21, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,669 | 340 | 0.01% | 0.01% | 555 | -78 | -2.84% | Q1 2026 | May 08, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Reduced | 2,654 | 339 | 0.15% | 0.16% | 556 | -180 | -6.35% | Q1 2026 | Apr 10, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 2,650 | 338 | 0.02% | 0.02% | 557 | -100 | -3.64% | Q1 2026 | May 15, 2026 |
| Banco BTG Pactual S.A. | History | New | 2,610 | 333 | 0.03% | — | 558 | +2,610 | New | Q1 2026 | May 12, 2026 |
| Demars Financial Group, LLC | History | Reduced | 2,604 | 332 | 0.11% | 0.11% | 559 | -209 | -7.43% | Q1 2026 | Apr 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 2,563 | 327 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 2,559 | 326 | 0.06% | 0.05% | 562 | +316 | 14.09% | Q1 2026 | May 12, 2026 |
| MOTCO | History | No change | 2,555 | 326 | 0.03% | 0.03% | 561 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 2,516 | 321 | 0.03% | — | 563 | +2,516 | New | Q1 2026 | May 04, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 2,485 | 320 | 0.19% | 0.19% | 564 | -144 | -5.48% | Q1 2026 | Apr 08, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Reduced | 2,500 | 319 | 0.3% | 1.04% | 565 | -7,500 | -75.0% | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 2,502 | 319 | 0.11% | — | 568 | +2,502 | New | Q1 2026 | Apr 08, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 2,500 | 319 | 0.0% | 0.0% | 566 | -2,500 | -50.0% | Q1 2026 | May 14, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 2,504 | 319 | 0.29% | 0.24% | 567 | +158 | 6.73% | Q1 2026 | May 05, 2026 |
| COURIER CAPITAL LLC | History | Added to | 2,485 | 317 | 0.02% | 0.02% | 569 | +165 | 7.11% | Q1 2026 | Apr 23, 2026 |
| Aspen Investment Management Inc | History | New | 2,472 | 316 | 0.1% | — | 570 | +2,472 | New | Q1 2026 | Apr 15, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 2,467 | 315 | 0.05% | 0.04% | 571 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 2,463 | 314 | 0.16% | 0.09% | 572 | +663 | 36.83% | Q1 2026 | May 15, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | No change | 2,316 | 312 | 0.29% | 0.37% | 573 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Financial Private Client, LLC | History | Added to | 2,414 | 308 | 0.1% | 0.08% | 574 | +485 | 25.14% | Q1 2026 | Apr 20, 2026 |
| StoneX Group Inc. | History | Added to | 2,414 | 305 | 0.02% | 0.01% | 575 | +576 | 31.34% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 2,367 | 302 | 0.02% | 0.02% | 576 | -192 | -7.5% | Q1 2026 | Apr 30, 2026 |
| Ignite Planners, LLC | History | Added to | 2,362 | 301 | 0.05% | 0.04% | 578 | +15 | 0.64% | Q1 2026 | Apr 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,361 | 301 | 0.01% | 0.01% | 577 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Covenant Asset Management, LLC | History | No change | 2,343 | 299 | 0.05% | 0.03% | 579 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,325 | 296 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SPINNAKER TRUST | History | No change | 2,310 | 295 | 0.02% | 0.02% | 581 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 2,309 | 294 | 0.01% | 0.01% | 582 | +89 | 4.01% | Q1 2026 | May 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 2,272 | 290 | 0.03% | 0.03% | 583 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trademark Financial Management, LLC | History | New | 2,249 | 287 | 0.14% | — | 584 | +2,249 | New | Q1 2026 | Apr 27, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 2,217 | 283 | 0.02% | 0.02% | 585 | -61 | -2.68% | Q1 2026 | May 01, 2026 |
| Round Rock Advisors LLC | History | Reduced | 2,219 | 283 | 0.04% | 0.04% | 586 | -60 | -2.63% | Q1 2026 | May 15, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 2,204 | 281 | 0.2% | 0.18% | 587 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 2,201 | 281 | 0.16% | 0.16% | 588 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,197 | 280 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,190 | 279 | 0.0% | 0.0% | 590 | +157 | 7.72% | Q1 2026 | Apr 27, 2026 |
| Florida Trust Wealth Management Co | History | New | 2,151 | 274 | 0.01% | — | 591 | +2,151 | New | Q1 2026 | May 14, 2026 |
| Missouri Trust & Investment Co | History | Added to | 2,125 | 271 | 0.08% | 0.05% | 592 | +750 | 54.55% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 2,121 | 270 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 2,108 | 269 | 0.02% | — | 594 | +2,108 | New | Q1 2026 | May 12, 2026 |
| WBH ADVISORY INC | History | No change | 2,080 | 267 | 0.02% | 0.02% | 595 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Partners Group, Inc | History | No change | 2,089 | 266 | 0.03% | 0.03% | 596 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| M3 Advisory Group, LLC | History | No change | 2,071 | 264 | 0.16% | 0.15% | 597 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,064 | 263 | 0.01% | 0.01% | 598 | +360 | 21.13% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,055 | 262 | 0.0% | 0.0% | 599 | +1,873 | 1029.12% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,055 | 262 | 0.02% | 0.02% | 601 | -68 | -3.2% | Q1 2026 | May 05, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 2,058 | 262 | 0.02% | 0.02% | 600 | -13 | -0.63% | Q1 2026 | Apr 15, 2026 |
| Waterfront Wealth Inc. | History | No change | 2,041 | 260 | 0.05% | 0.05% | 602 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 2,023 | 258 | 0.02% | 0.02% | 603 | +332 | 19.63% | Q1 2026 | May 15, 2026 |
| Beaton Management Co. Inc. | History | No change | 2,022 | 258 | 0.11% | 0.11% | 604 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 2,007 | 256 | 0.04% | 0.03% | 605 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Council, LLC | History | No change | 2,008 | 256 | 0.1% | 0.1% | 606 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Intesa Sanpaolo S.p.A. | History | Reduced | 2,000 | 255 | 0.02% | 0.04% | 607 | -3,350 | -62.62% | Q1 2026 | May 15, 2026 |
| Invst, LLC | History | Reduced | 2,001 | 255 | 0.03% | 0.03% | 610 | -631 | -23.97% | Q1 2026 | May 13, 2026 |
| TCTC Holdings, LLC | History | No change | 2,003 | 255 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Next Capital Management LLC | History | No change | 2,000 | 255 | 0.08% | 0.08% | 609 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 2,000 | 255 | 0.06% | 0.06% | 611 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 1,975 | 252 | 0.03% | 0.03% | 612 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 1,963 | 250 | 0.02% | — | 613 | +1,963 | New | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Reduced | 1,951 | 249 | 0.0% | 0.0% | 614 | -34 | -1.71% | Q1 2026 | Apr 27, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 1,947 | 248 | 0.25% | — | 615 | +1,947 | New | Q1 2026 | Apr 21, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,939 | 247 | 0.0% | 0.0% | 616 | +112 | 6.13% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,929 | 246 | 0.0% | 0.0% | 617 | -276 | -12.52% | Q1 2026 | Apr 15, 2026 |
| Carter Financial Group, INC. | History | No change | 1,917 | 244 | 0.15% | 0.14% | 618 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,882 | 240 | 0.0% | 0.0% | 619 | +224 | 13.51% | Q1 2026 | Apr 14, 2026 |
| Regal Investment Advisors LLC | History | New | 1,868 | 238 | 0.01% | — | 620 | +1,868 | New | Q1 2026 | May 14, 2026 |
| Vertrix Wealth Management, LLC | History | New | 1,858 | 237 | 0.09% | — | 621 | +1,858 | New | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,844 | 235 | 0.01% | 0.01% | 622 | +517 | 38.96% | Q1 2026 | Apr 17, 2026 |
| Avior Wealth Management, LLC | History | New | 1,839 | 234 | 0.01% | — | 625 | +1,839 | New | Q1 2026 | Apr 09, 2026 |
| Fiduciary Group, LLC | History | No change | 1,832 | 234 | 0.02% | 0.02% | 623 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Planning, LLC | History | No change | 1,834 | 234 | 0.05% | 0.05% | 624 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KPP Advisory Services LLC | History | No change | 1,830 | 233 | 0.03% | 0.03% | 626 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 1,820 | 232 | 0.05% | 0.05% | 627 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 1,809 | 231 | 0.03% | 0.03% | 628 | -40 | -2.16% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 1,802 | 230 | 0.01% | 0.01% | 629 | -120 | -6.24% | Q1 2026 | May 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 1,790 | 228 | 0.03% | — | 632 | +1,790 | New | Q1 2026 | Apr 27, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,789 | 228 | 0.0% | 0.0% | 630 | -2 | -0.11% | Q1 2026 | May 14, 2026 |
| VANCE WEALTH, LLC | History | No change | 1,786 | 228 | 0.07% | 0.06% | 631 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IAM Advisory, LLC | History | Reduced | 1,773 | 226 | 0.05% | 0.05% | 633 | -72 | -3.9% | Q1 2026 | Apr 10, 2026 |
| Maridea Wealth Management LLC | History | New | 1,750 | 223 | 0.03% | — | 637 | +1,750 | New | Q1 2026 | Apr 21, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 1,748 | 223 | 0.19% | — | 636 | +1,748 | New | Q1 2026 | Apr 13, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 1,748 | 223 | 0.06% | 0.07% | 634 | -270 | -13.38% | Q1 2026 | Apr 08, 2026 |
| Sound Stewardship, LLC | History | No change | 1,748 | 223 | 0.1% | 0.1% | 635 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DGS Capital Management, LLC | History | Reduced | 1,745 | 222 | 0.04% | 0.04% | 638 | -70 | -3.86% | Q1 2026 | Apr 28, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 1,740 | 222 | 0.11% | 0.11% | 639 | -30 | -1.69% | Q1 2026 | May 12, 2026 |
| Diversified Trust Co | History | Added to | 1,725 | 220 | 0.0% | 0.0% | 640 | +44 | 2.62% | Q1 2026 | Apr 16, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 1,720 | 219 | 0.04% | 0.52% | 641 | -30,160 | -94.6% | Q1 2026 | Apr 28, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 1,716 | 219 | 0.01% | 0.01% | 642 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 1,715 | 219 | 0.09% | 0.09% | 643 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Diligent Investors, LLC | History | Added to | 1,710 | 218 | 0.05% | 0.05% | 644 | +10 | 0.59% | Q1 2026 | Apr 15, 2026 |
| Glenview Trust Co | History | No change | 1,711 | 218 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARROW FINANCIAL CORP | History | No change | 1,696 | 216 | 0.02% | 0.02% | 646 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 1,692 | 216 | 0.13% | 0.12% | 647 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PeakShares LLC | History | Added to | 1,684 | 215 | 0.2% | 0.19% | 649 | +84 | 5.25% | Q1 2026 | May 05, 2026 |
| KRS Capital Management, LLC | History | No change | 1,683 | 215 | 0.13% | 0.12% | 648 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,681 | 214 | 0.0% | 0.0% | 650 | +1,254 | 293.68% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,674 | 213 | 0.0% | 0.01% | 652 | -3,703 | -68.87% | Q1 2026 | Apr 22, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 1,674 | 213 | 0.07% | 0.2% | 653 | -2,765 | -62.29% | Q1 2026 | Apr 21, 2026 |
| Rinkey Investments | History | No change | 1,675 | 213 | 0.05% | 0.05% | 651 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crestwood Advisors Group, LLC | History | New | 1,660 | 212 | 0.0% | — | 654 | +1,660 | New | Q1 2026 | May 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 1,657 | 211 | 0.01% | — | 655 | +1,657 | New | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | New | 1,631 | 208 | 0.03% | — | 656 | +1,631 | New | Q1 2026 | Apr 22, 2026 |
| McAdam, LLC | History | New | 1,614 | 206 | 0.01% | — | 657 | +1,614 | New | Q1 2026 | May 08, 2026 |
| Midwest Trust Co | History | New | 1,614 | 206 | 0.0% | — | 658 | +1,614 | New | Q1 2026 | May 01, 2026 |
| Prospect Financial Services LLC | History | New | 1,606 | 205 | 0.13% | — | 661 | +1,606 | New | Q1 2026 | Apr 24, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,610 | 205 | 0.01% | 0.0% | 659 | +1,214 | 306.57% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 1,606 | 205 | 0.01% | 0.01% | 660 | -190 | -10.58% | Q1 2026 | Apr 14, 2026 |
| SONATA CAPITAL GROUP INC | History | New | 1,600 | 204 | 0.08% | — | 664 | +1,600 | New | Q1 2026 | Apr 30, 2026 |
| American State Bank (Iowa) | History | Reduced | 1,601 | 204 | 0.1% | 0.11% | 663 | -318 | -16.57% | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,599 | 204 | 0.01% | 0.01% | 662 | -64 | -3.85% | Q1 2026 | Apr 07, 2026 |
| Sterling Investment Counsel, LLC | History | New | 1,597 | 203 | 0.06% | — | 666 | +1,597 | New | Q1 2026 | Apr 16, 2026 |
| Whalen Wealth Management Inc. | History | New | 1,589 | 203 | 0.11% | — | 665 | +1,589 | New | Q1 2026 | Apr 13, 2026 |
| Savant Capital, LLC | History | New | 1,584 | 202 | 0.0% | — | 667 | +1,584 | New | Q1 2026 | May 04, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | New | 1,572 | 200 | 0.01% | — | 668 | +1,572 | New | Q1 2026 | May 04, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Reduced | 1,550 | 198 | 0.02% | 0.7% | 669 | -83,195 | -98.17% | Q1 2026 | May 19, 2026 |
| Granite FO LLC | History | No change | 1,550 | 197 | 0.12% | 0.1% | 670 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Register Financial Advisors LLC | History | Added to | 1,540 | 196 | 0.07% | 0.07% | 671 | +160 | 11.59% | Q1 2026 | Apr 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,619 | 196 | 0.06% | 0.06% | 672 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | Added to | 1,525 | 194 | 0.0% | 0.0% | 673 | +489 | 47.2% | Q1 2026 | May 14, 2026 |
| Sunrise Financial Services, LLC | History | No change | 1,439 | 183 | 0.13% | 0.13% | 674 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Manchester Capital Management LLC | History | No change | 1,402 | 179 | 0.03% | 0.02% | 675 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,400 | 178 | 0.04% | 0.04% | 676 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 1,373 | 175 | 0.1% | — | 677 | +1,373 | New | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 96,516 | 165 | 0.03% | 0.02% | 678 | +300 | 0.31% | Q1 2026 | May 20, 2026 |
| STEMPOINT CAPITAL LP | History | New | 150,000 | 164 | 0.03% | — | 679 | +150,000 | New | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 1,265 | 161 | 0.13% | 0.12% | 680 | +10 | 0.8% | Q1 2026 | Apr 21, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 1,256 | 160 | 0.01% | — | 682 | +1,256 | New | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,254 | 160 | 0.01% | 0.01% | 681 | +128 | 11.37% | Q1 2026 | May 18, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,276 | 155 | 0.01% | 0.01% | 683 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,200 | 153 | 0.01% | 0.01% | 684 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Key FInancial Inc | History | No change | 1,168 | 149 | 0.03% | 0.03% | 685 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 1,162 | 148 | 0.0% | 0.0% | 686 | -194 | -14.31% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 1,147 | 146 | 0.01% | 0.01% | 687 | -37 | -3.13% | Q1 2026 | Apr 24, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | No change | 1,100 | 140 | 0.03% | 0.03% | 688 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,091 | 139 | 0.08% | 0.07% | 689 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Main Management LLC | History | No change | 1,030 | 132 | 0.01% | 0.01% | 690 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,033 | 131 | 0.0% | 0.0% | 691 | +8 | 0.78% | Q1 2026 | Apr 07, 2026 |
| ORG Partners LLC | History | No change | 1,066 | 129 | 0.02% | 0.02% | 692 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 1,010 | 128 | 0.1% | 0.02% | 693 | +832 | 467.42% | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 956 | 122 | 0.0% | 0.0% | 694 | +226 | 30.96% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 940 | 120 | 0.02% | 0.02% | 695 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 936 | 119 | 0.0% | — | 696 | +936 | New | Q1 2026 | Apr 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 925 | 118 | 0.07% | — | 697 | +925 | New | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | No change | 900 | 114 | 0.01% | 0.01% | 698 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 839 | 107 | 0.01% | 0.01% | 699 | -9 | -1.06% | Q1 2026 | May 01, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 829 | 106 | 0.0% | 0.01% | 700 | -6,513 | -88.71% | Q1 2026 | May 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 818 | 104 | 0.01% | 0.01% | 701 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 808 | 103 | 0.0% | 0.0% | 703 | -3,395 | -80.78% | Q1 2026 | May 13, 2026 |
| EPG Wealth Management LLC | History | Reduced | 811 | 103 | 0.03% | 0.03% | 702 | -11 | -1.34% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Added to | 796 | 101 | 0.0% | 0.0% | 704 | +16 | 2.05% | Q1 2026 | May 15, 2026 |
| Citizens National Bank Trust Department | History | Added to | 776 | 99 | 0.02% | 0.01% | 705 | +362 | 87.44% | Q1 2026 | May 04, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 775 | 98 | 0.01% | 0.02% | 707 | -500 | -39.22% | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 805 | 98 | 0.01% | 0.01% | 706 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CURIO WEALTH, LLC | History | No change | 748 | 95 | 0.03% | 0.03% | 708 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WealthShield Partners, LLC | History | Reduced | 679 | 86 | 0.01% | 0.01% | 709 | -95 | -12.27% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 665 | 84 | 0.0% | — | 711 | +665 | New | Q1 2026 | May 07, 2026 |
| Caldwell Trust Co | History | No change | 660 | 84 | 0.01% | 0.01% | 710 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Boreal Capital Management LLC | History | Added to | 642 | 82 | 0.07% | 0.04% | 712 | +160 | 33.2% | Q1 2026 | May 14, 2026 |
| NKCFO LLC | History | No change | 635 | 81 | 0.02% | 0.02% | 713 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 608 | 77 | 0.01% | 0.01% | 714 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Realta Investment Advisors | History | No change | 588 | 75 | 0.03% | 0.02% | 715 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| High Note Wealth, LLC | History | No change | 595 | 75 | 0.01% | 0.01% | 716 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | No change | 535 | 68 | 0.02% | 0.01% | 717 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 536 | 68 | 0.02% | 0.02% | 718 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 509 | 65 | 0.0% | 0.01% | 719 | -80 | -13.58% | Q1 2026 | May 04, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 500 | 64 | 0.0% | 0.0% | 720 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 488 | 62 | 0.0% | — | 721 | +488 | New | Q1 2026 | May 19, 2026 |
| Opal Wealth Advisors, LLC | History | New | 478 | 61 | 0.01% | — | 722 | +478 | New | Q1 2026 | Apr 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 475 | 60 | 0.02% | 0.02% | 723 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| BOKF, NA | History | No change | 464 | 59 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Premier Financial Group | History | No change | 458 | 59 | 0.01% | 0.01% | 725 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 446 | 56 | 0.01% | 0.01% | 727 | -46 | -9.35% | Q1 2026 | May 06, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 446 | 56 | 0.01% | 0.01% | 726 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 430 | 54 | 0.01% | 0.01% | 728 | +126 | 41.45% | Q1 2026 | Apr 29, 2026 |
| Forum Finance Group S.A. | History | New | 500 | 51 | 0.03% | — | 732 | +500 | New | Q1 2026 | May 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 401 | 51 | 0.04% | — | 731 | +401 | New | Q1 2026 | Apr 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 400 | 51 | 0.0% | 0.0% | 729 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 400 | 51 | 0.01% | 0.01% | 730 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 397 | 50 | 0.0% | 0.0% | 733 | +78 | 24.45% | Q1 2026 | Apr 13, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Reduced | 393 | 50 | 0.05% | 0.05% | 734 | -3 | -0.76% | Q1 2026 | Apr 22, 2026 |
| Fairscale Capital, LLC | History | Added to | 385 | 49 | 0.03% | 0.02% | 736 | +138 | 55.87% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | Reduced | 386 | 49 | 0.0% | 0.0% | 735 | -50 | -11.47% | Q1 2026 | Apr 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 371 | 47 | 0.01% | — | 737 | +371 | New | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 367 | 46 | 0.01% | — | 738 | +367 | New | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | Reduced | 359 | 45 | 0.01% | 0.03% | 739 | -751 | -67.66% | Q1 2026 | Apr 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 351 | 44 | 0.0% | — | 741 | +351 | New | Q1 2026 | May 15, 2026 |
| Davis Capital Management | History | No change | 352 | 44 | 0.03% | 0.03% | 740 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 350 | 42 | 0.03% | 0.03% | 742 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Ascentis Independent Advisors | History | New | 326 | 41 | 0.0% | — | 743 | +326 | New | Q1 2026 | Apr 28, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 309 | 39 | 0.01% | 0.01% | 744 | +14 | 4.75% | Q1 2026 | May 12, 2026 |
| Provident Wealth Management, LLC | History | No change | 300 | 38 | 0.01% | 0.01% | 745 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 302 | 38 | 0.01% | 0.01% | 746 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 291 | 37 | 0.0% | 0.0% | 747 | +111 | 61.67% | Q1 2026 | May 14, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 291 | 37 | 0.01% | 0.01% | 748 | +30 | 11.49% | Q1 2026 | Apr 10, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 282 | 36 | 0.01% | 0.01% | 749 | +7 | 2.55% | Q1 2026 | May 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 285 | 36 | 0.01% | 0.01% | 750 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 280 | 35 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Align Financial, LLC | History | Reduced | 253 | 32 | 0.02% | 0.02% | 754 | -30,595 | -99.18% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 250 | 32 | 0.01% | 0.0% | 753 | +150 | 150.0% | Q1 2026 | May 11, 2026 |
| Scarborough Advisors, LLC | History | No change | 257 | 32 | 0.0% | 0.01% | 752 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 245 | 31 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 250 | 31 | 0.01% | 0.01% | 756 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 236 | 30 | 0.01% | 0.01% | 757 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | Reduced | 228 | 29 | 0.0% | 0.0% | 758 | -106 | -31.74% | Q1 2026 | Apr 07, 2026 |
| Crewe Advisors LLC | History | Added to | 230 | 29 | 0.0% | 0.0% | 759 | +80 | 53.33% | Q1 2026 | May 07, 2026 |
| Community Financial Services Group, LLC | History | New | 225 | 28 | 0.0% | — | 761 | +225 | New | Q1 2026 | Apr 08, 2026 |
| HighMark Wealth Management LLC | History | No change | 221 | 28 | 0.01% | 0.01% | 760 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 219 | 27 | 0.0% | 0.0% | 762 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Financial Life Planners | History | New | 208 | 26 | 0.02% | — | 763 | +208 | New | Q1 2026 | Apr 24, 2026 |
| Anfield Capital Management, LLC | History | New | 200 | 25 | 0.01% | — | 767 | +200 | New | Q1 2026 | May 12, 2026 |
| Pacifica Partners Inc. | History | No change | 200 | 25 | 0.01% | 0.01% | 764 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 200 | 25 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 200 | 25 | 0.07% | 0.07% | 766 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 192 | 24 | 0.0% | 0.0% | 768 | +58 | 43.28% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | New | 186 | 23 | 0.0% | — | 770 | +186 | New | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 187 | 23 | 0.01% | 0.01% | 769 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 175 | 22 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 180 | 22 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 165 | 21 | 0.01% | — | 775 | +165 | New | Q1 2026 | Apr 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 165 | 21 | 0.02% | 0.01% | 773 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 170 | 21 | 0.02% | 0.02% | 774 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 150 | 20 | 0.01% | 0.01% | 776 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | No change | 160 | 20 | 0.01% | 0.01% | 777 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 166 | 19 | 0.0% | 0.0% | 779 | -96 | -36.64% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | No change | 154 | 19 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BAYBAN | History | No change | 150 | 19 | 0.02% | 0.02% | 780 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sankala Group LLC | History | No change | 150 | 18 | 0.01% | 0.02% | 781 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 134 | 17 | 0.0% | 0.0% | 782 | -4,905 | -97.34% | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 140 | 17 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 135 | 17 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 131 | 16 | 0.0% | 0.0% | 785 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 123 | 15 | 0.0% | 0.0% | 788 | +34 | 38.2% | Q1 2026 | Apr 27, 2026 |
| Smithfield Trust Co | History | Reduced | 114 | 15 | 0.0% | 0.0% | 787 | -5 | -4.2% | Q1 2026 | May 08, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 115 | 15 | 0.0% | 0.0% | 786 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Coastline Trust Co | History | Added to | 110 | 14 | 0.0% | 0.0% | 789 | +40 | 57.14% | Q1 2026 | Apr 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 115 | 14 | 0.0% | 0.0% | 790 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| United Community Bank | History | No change | 115 | 14 | 0.0% | 0.01% | 791 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 100 | 13 | 0.01% | 0.01% | 792 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | New | 101 | 12 | 0.0% | — | 797 | +101 | New | Q1 2026 | May 11, 2026 |
| Aventura Private Wealth, LLC | History | New | 100 | 12 | 0.0% | — | 798 | +100 | New | Q1 2026 | May 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 100 | 12 | 0.0% | 0.01% | 793 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 94 | 12 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| North Star Investment Management Corp. | History | No change | 100 | 12 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Field & Main Bank | History | No change | 100 | 12 | 0.0% | 0.0% | 796 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 91 | 11 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bell Investment Advisors, Inc | History | No change | 93 | 11 | 0.0% | 0.0% | 800 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Seneschal Advisors, LLC | History | No change | 90 | 11 | 0.01% | 0.01% | 801 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 90 | 11 | 0.0% | 0.0% | 802 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 85 | 10 | 0.0% | — | 806 | +85 | New | Q1 2026 | May 06, 2026 |
| Bank of New Hampshire | History | Reduced | 80 | 10 | 0.0% | 0.0% | 804 | -20 | -20.0% | Q1 2026 | Apr 13, 2026 |
| Osbon Capital Management LLC | History | Added to | 82 | 10 | 0.01% | 0.01% | 803 | +1 | 1.23% | Q1 2026 | May 15, 2026 |
| JDM Financial Group LLC | History | No change | 80 | 10 | 0.0% | 0.0% | 805 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 72 | 9 | 0.0% | 0.0% | 807 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | No change | 65 | 8 | 0.0% | 0.0% | 808 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 70 | 8 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clearstead Trust, LLC | History | New | 59 | 7 | 0.0% | — | 816 | +59 | New | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | Added to | 59 | 7 | 0.0% | — | 812 | +51 | 637.5% | Q1 2026 | Apr 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 61 | 7 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Abound Wealth Management | History | No change | 57 | 7 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Caitlin John, LLC | History | No change | 62 | 7 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 60 | 7 | 0.0% | 0.0% | 814 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Redwood Park Advisors LLC | History | No change | 60 | 7 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Friedenthal Financial | History | Reduced | 54 | 6 | 0.0% | 0.08% | 817 | -1,177 | -95.61% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | New | 54 | 6 | 0.0% | — | 822 | +54 | New | Q1 2026 | Apr 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 48 | 6 | 0.0% | 0.0% | 819 | -1 | -2.04% | Q1 2026 | May 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Orion Capital Management LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hilltop National Bank | History | No change | 50 | 6 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| PROFFITT & GOODSON INC | History | No change | 43 | 5 | 0.0% | 0.0% | 823 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| United Financial Planning Group LLC | History | No change | 40 | 5 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strive Financial Group ,LLC | History | No change | 42 | 5 | 0.0% | 0.0% | 825 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 36 | 4 | 0.0% | — | 829 | +36 | New | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | New | 35 | 4 | 0.0% | — | 828 | +35 | New | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 826 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 827 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD Capital Management LLC | History | New | 24 | 3 | 0.0% | — | 833 | +24 | New | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Added to | 22 | 3 | 0.0% | 0.0% | 831 | +3 | 15.79% | Q1 2026 | May 05, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 27 | 3 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 17 | 2 | 0.0% | 0.01% | 836 | -71,614 | -99.98% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 17 | 2 | 0.0% | 0.0% | 834 | +1 | 6.25% | Q1 2026 | Apr 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 22 | 2 | 0.0% | 0.0% | 835 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 837 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Investors Research Corp | History | No change | 21 | 2 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 839 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 12 | 1 | 0.0% | 0.0% | 841 | -50 | -80.65% | Q1 2026 | Apr 20, 2026 |
| CNB Bank | History | No change | 8 | 1 | 0.0% | — | 840 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | No change | 15 | 1 | 0.0% | 0.0% | 842 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Nemes Rush Group LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 843 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 15 | 1 | 0.0% | 0.0% | 845 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Soleus Capital Management, L.P. | History | Closed out | 0 | 0 | — | 13.04% | — | -2,900,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Avoro Capital Advisors LLC | History | Closed out | 0 | 0 | — | 2.52% | — | -2,100,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Affinity Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 10.42% | — | -1,500,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Paradigm Biocapital Advisors LP | History | Closed out | 0 | 0 | — | 4.67% | — | -1,500,000 | -100.0% | Q1 2026 | May 15, 2026 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 1.03% | — | -1,190,707 | -100.0% | Q1 2026 | May 15, 2026 |
| PERCEPTIVE ADVISORS LLC | History | Closed out | 0 | 0 | — | 2.39% | — | -1,100,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Cormorant Asset Management, LP | History | Closed out | 0 | 0 | — | 5.64% | — | -1,000,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Dauntless Investment Group, LLC | History | Closed out | 0 | 0 | — | 24.73% | — | -255,400 | -100.0% | Q1 2026 | May 14, 2026 |
| DIADEMA PARTNERS LP | History | Closed out | 0 | 0 | — | 5.25% | — | -250,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Marks Wealth, LLC | History | Closed out | 0 | 0 | — | 9.66% | — | -236,668 | -100.0% | Q1 2026 | May 01, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.39% | — | -225,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Zweig-DiMenna Associates LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -110,700 | -100.0% | Q1 2026 | May 05, 2026 |
| Virtus Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 1.74% | — | -75,205 | -100.0% | Q1 2026 | May 08, 2026 |
| Geneva Partners, LLC | History | Closed out | 0 | 0 | — | 3.23% | — | -74,465 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Greenwoods Asset Management Hong Kong Ltd. | History | Closed out | 0 | 0 | — | 0.21% | — | -68,265 | -100.0% | Q1 2026 | May 08, 2026 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.84% | — | -48,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -47,660 | -100.0% | Q1 2026 | May 20, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 1.32% | — | -47,249 | -100.0% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -41,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -39,864 | -100.0% | Q1 2026 | May 14, 2026 |
| Myriad Asset Management Advisors LLC | History | Closed out | 0 | 0 | — | 1.5% | — | -39,864 | -100.0% | Q1 2026 | Apr 30, 2026 |
| LuminArx Capital Management LP | History | Closed out | 0 | 0 | — | 0.93% | — | -37,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.13% | — | -33,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -26,936 | -100.0% | Q1 2026 | May 14, 2026 |
| Braeburn Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.56% | — | -25,068 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,026 | -100.0% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -22,309 | -100.0% | Q1 2026 | May 05, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 0.15% | — | -19,825 | -100.0% | Q1 2026 | May 12, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -19,708 | -100.0% | Q1 2026 | May 07, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.18% | — | -16,098 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Transcendent Capital Group LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -15,152 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Potomac Capital Management, Inc. | History | Closed out | 0 | 0 | — | 1.27% | — | -13,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,598 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -11,679 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.14% | — | -10,372 | -100.0% | Q1 2026 | May 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.28% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Ascension Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.38% | — | -9,158 | -100.0% | Q1 2026 | May 13, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,266 | -100.0% | Q1 2026 | May 18, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.31% | — | -6,984 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Cordoba Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -6,962 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.44% | — | -6,112 | -100.0% | Q1 2026 | May 13, 2026 |
| Myriad Asset Management US LP | History | Closed out | 0 | 0 | — | 1.23% | — | -6,045 | -100.0% | Q1 2026 | Apr 15, 2026 |
| IvyRock Asset Management (HK) Ltd | History | Closed out | 0 | 0 | — | 0.39% | — | -6,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,072 | -100.0% | Q1 2026 | May 14, 2026 |
| HERBST GROUP, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -5,000 | -100.0% | Q1 2026 | Apr 09, 2026 |
| South Shore Capital Advisors | History | Closed out | 0 | 0 | — | 0.4% | — | -4,500 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,388 | -100.0% | Q1 2026 | May 15, 2026 |
| Blue Capital, Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -3,922 | -100.0% | Q1 2026 | Apr 24, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,794 | -100.0% | Q1 2026 | May 15, 2026 |
| Ameraudi Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -3,747 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,535 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,996 | -100.0% | Q1 2026 | May 01, 2026 |
| Markin Volterra Fund LP | History | Closed out | 0 | 0 | — | 0.62% | — | -2,789 | -100.0% | Q1 2026 | May 15, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.32% | — | -2,741 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,730 | -100.0% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,587 | -100.0% | Q1 2026 | May 12, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,548 | -100.0% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,462 | -100.0% | Q1 2026 | Apr 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,297 | -100.0% | Q1 2026 | May 11, 2026 |
| Tempus Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,237 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,207 | -100.0% | Q1 2026 | May 11, 2026 |
| West Tower Group, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -2,200 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Harpswell Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,194 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,183 | -100.0% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,113 | -100.0% | Q1 2026 | May 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Closed out | 0 | 0 | — | 0.02% | — | -2,050 | -100.0% | Q1 2026 | Apr 14, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,000 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,992 | -100.0% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,746 | -100.0% | Q1 2026 | May 13, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,735 | -100.0% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,728 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,724 | -100.0% | Q1 2026 | May 15, 2026 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -1,721 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Paragon Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,644 | -100.0% | Q1 2026 | May 19, 2026 |
| Richwood Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,629 | -100.0% | Q1 2026 | May 15, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,359 | -100.0% | Q1 2026 | Apr 17, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,036 | -100.0% | Q1 2026 | Apr 08, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,000 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.02% | — | -850 | -100.0% | Q1 2026 | May 01, 2026 |
| Family CFO Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -526 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -390 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q1 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.01% | — | -260 | -100.0% | Q1 2026 | May 07, 2026 |
| SHP Wealth Management | History | Reduced | 5 | 0 | — | 0.0% | — | -250 | -98.04% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -193 | -100.0% | Q1 2026 | May 14, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -175 | -100.0% | Q1 2026 | May 11, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q1 2026 | May 05, 2026 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -94 | -98.95% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 07, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 06, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -50 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Cypress Capital Management LLC (WY) | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | May 08, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | Apr 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 24, 2026 |
| Key Capital Management, INC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 14, 2026 |
| Copia Wealth Management | History | Reduced | 7 | 0 | — | 0.0% | — | -4 | -36.36% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | May 14, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bogart Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Goodman Advisory Group, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |