SPDR SERIES TRUST - XHB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 2,644,902 | 261,104 | 0.03% | 0.03% | 1 | +286,889 | 12.17% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,872,136 | 184,817 | 0.08% | 0.05% | 2 | +714,540 | 61.73% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,596,718 | 157,628 | 0.03% | 0.06% | 3 | -1,988,156 | -55.46% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,566,702 | 154,664 | 0.02% | 0.03% | 4 | -549,020 | -25.95% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,469,941 | 145,112 | 0.01% | 0.01% | 5 | +502,385 | 51.92% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,351,829 | 133,452 | 0.02% | 0.04% | 6 | -1,455,071 | -51.84% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 926,549 | 91,468 | 0.04% | 0.06% | 7 | -359,302 | -27.94% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 670,171 | 66,159 | 0.0% | 0.01% | 8 | -58,084 | -7.98% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 538,777 | 62,961 | 0.03% | 0.02% | 9 | +150,002 | 38.58% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 608,017 | 60,023 | 0.01% | 0.06% | 10 | -2,010,572 | -76.78% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 569,240 | 56,195 | 0.01% | 0.01% | 11 | +36,305 | 6.81% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | No change | 500,000 | 49,360 | 1.81% | 1.42% | 12 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 427,893 | 42,241 | 0.01% | 0.01% | 13 | +49,135 | 12.97% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 425,002 | 41,956 | 0.08% | 0.02% | 14 | +308,602 | 265.12% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 405,900 | 40,070 | 0.09% | 0.18% | 15 | -508,000 | -55.59% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 374,888 | 37,008 | 0.01% | 0.0% | 16 | +113,546 | 43.45% | Q1 2026 | May 05, 2026 |
| NATIXIS | History | Reduced | 353,302 | 34,877 | 0.12% | 0.31% | 17 | -498,831 | -58.54% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 327,513 | 32,332 | 0.01% | 0.01% | 18 | +63,517 | 24.06% | Q1 2026 | May 06, 2026 |
| Jain Global LLC | History | Reduced | 289,510 | 28,580 | 0.12% | 0.3% | 19 | -310,490 | -51.75% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 255,820 | 25,254 | 0.03% | 0.02% | 20 | +66,220 | 34.93% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 238,094 | 23,504 | 0.8% | 0.86% | 21 | -1,738 | -0.72% | Q1 2026 | Apr 07, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 215,000 | 21,224 | 0.06% | 0.27% | 22 | -1,785,000 | -89.25% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 214,789 | 21,203 | 0.01% | 0.0% | 23 | +154,674 | 257.3% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Added to | 193,193 | 19,072 | 0.03% | 0.01% | 24 | +126,991 | 191.82% | Q1 2026 | May 08, 2026 |
| LMR Partners LLP | History | New | 191,800 | 18,934 | 0.04% | — | 25 | +191,800 | New | Q1 2026 | May 15, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 155,040 | 15,305 | 1.68% | 1.26% | 26 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 150,000 | 14,808 | 0.02% | 0.08% | 27 | -300,000 | -66.67% | Q1 2026 | May 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 146,159 | 14,428 | 0.16% | 0.24% | 28 | -59,200 | -28.83% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | Added to | 136,547 | 13,479 | 0.0% | 0.0% | 29 | +510 | 0.37% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 114,486 | 11,301 | 0.0% | 0.01% | 30 | -658,338 | -85.19% | Q1 2026 | May 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 111,572 | 11,014 | 0.05% | 0.14% | 31 | -362,501 | -76.47% | Q1 2026 | May 14, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Reduced | 103,396 | 10,207 | 0.67% | 0.99% | 32 | -44,108 | -29.9% | Q1 2026 | May 06, 2026 |
| ExodusPoint Capital Management, LP | History | New | 100,578 | 9,929 | 0.08% | — | 33 | +100,578 | New | Q1 2026 | May 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 100,000 | 9,872 | 0.33% | — | 34 | +100,000 | New | Q1 2026 | Apr 28, 2026 |
| Hiddenite Capital Partners LP | History | New | 100,000 | 9,872 | 2.59% | — | 35 | +100,000 | New | Q1 2026 | May 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 92,856 | 8,997 | 2.94% | 1.7% | 36 | +55,166 | 146.37% | Q1 2026 | May 13, 2026 |
| Passaic Partners LLC | History | Reduced | 88,045 | 8,691 | 0.81% | 3.07% | 37 | -200,334 | -69.47% | Q1 2026 | May 15, 2026 |
| MYDA Advisors LLC | History | New | 80,000 | 7,897 | 1.3% | — | 38 | +80,000 | New | Q1 2026 | May 14, 2026 |
| AGAVE CAPITAL MANAGEMENT Ltd | History | No change | 67,846 | 6,562 | 1.06% | 1.17% | 39 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 62,864 | 6,205 | 2.9% | 2.64% | 40 | +3,655 | 6.17% | Q1 2026 | Apr 17, 2026 |
| J. Goldman & Co LP | History | Added to | 58,948 | 5,819 | 0.17% | 0.1% | 41 | +23,226 | 65.02% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 53,236 | 5,255 | 0.14% | — | 42 | +53,236 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 50,618 | 4,997 | 0.01% | 0.01% | 43 | -6,385 | -11.2% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 50,215 | 4,957 | 0.01% | 0.01% | 44 | +5,698 | 12.8% | Q1 2026 | May 14, 2026 |
| Intrinsic Edge Capital Management LLC | History | New | 50,000 | 4,936 | 0.82% | — | 45 | +50,000 | New | Q1 2026 | May 18, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 40,701 | 4,428 | 0.01% | 0.0% | 46 | +25,400 | 166.0% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 43,542 | 4,298 | 0.75% | 0.82% | 47 | -2,259 | -4.93% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | New | 42,600 | 4,205 | 0.0% | — | 48 | +42,600 | New | Q1 2026 | May 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 42,480 | 4,193 | 0.13% | 0.15% | 49 | +1,969 | 4.86% | Q1 2026 | May 06, 2026 |
| IMC-Chicago, LLC | History | New | 42,439 | 4,189 | 0.0% | — | 50 | +42,439 | New | Q1 2026 | May 05, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 42,626 | 4,180 | 0.03% | 0.01% | 51 | +22,879 | 115.86% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 41,567 | 4,105 | 0.01% | 0.01% | 52 | +1,745 | 4.38% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 41,356 | 4,082 | 0.07% | — | 53 | +41,356 | New | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 41,000 | 4,047 | 0.1% | 0.21% | 54 | -46,200 | -52.98% | Q1 2026 | May 15, 2026 |
| Perbak Capital Partners LLP | History | Added to | 40,892 | 4,036 | 0.99% | 1.24% | 55 | +1,460 | 3.7% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Added to | 40,482 | 3,996 | 0.24% | 0.25% | 56 | +2,057 | 5.35% | Q1 2026 | Apr 23, 2026 |
| Mountain Hill Investment Partners Corp. | History | New | 39,300 | 3,879 | 2.3% | — | 58 | +39,300 | New | Q1 2026 | May 01, 2026 |
| BOS Asset Management, LLC | History | Reduced | 39,301 | 3,879 | 0.99% | 1.09% | 57 | -271 | -0.68% | Q1 2026 | Apr 08, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Reduced | 38,138 | 3,764 | 0.74% | 1.08% | 59 | -15,092 | -28.35% | Q1 2026 | May 06, 2026 |
| GROUP ONE TRADING LLC | History | New | 36,528 | 3,606 | 0.01% | — | 60 | +36,528 | New | Q1 2026 | May 13, 2026 |
| Centiva Capital, LP | History | Added to | 36,124 | 3,566 | 0.03% | 0.0% | 61 | +33,624 | 1344.96% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 34,003 | 3,356 | 0.01% | 0.01% | 63 | +2,814 | 9.02% | Q1 2026 | May 14, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 34,000 | 3,356 | 0.55% | 0.47% | 62 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Prostatis Group LLC | History | New | 33,586 | 3,315 | 0.85% | — | 64 | +33,586 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 31,840 | 3,143 | 0.0% | 0.0% | 65 | -6,018 | -15.9% | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 29,834 | 2,945 | 0.0% | 0.02% | 66 | -128,744 | -81.19% | Q1 2026 | May 15, 2026 |
| Bricktown Capital, LLC | History | No change | 29,034 | 2,866 | 0.56% | 0.5% | 67 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Palumbo Wealth Management LLC | History | No change | 27,687 | 2,733 | 0.67% | 0.7% | 68 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 26,749 | 2,640 | 0.02% | 0.0% | 69 | +24,187 | 944.07% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 26,210 | 2,587 | 0.28% | 0.28% | 70 | +861 | 3.4% | Q1 2026 | Apr 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 24,309 | 2,400 | 0.11% | 0.11% | 71 | +416 | 1.74% | Q1 2026 | May 18, 2026 |
| Squarepoint Ops LLC | History | Reduced | 23,300 | 2,300 | 0.0% | 0.01% | 72 | -23,772 | -50.5% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 22,836 | 2,254 | 0.0% | 0.0% | 73 | +6,612 | 40.75% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 22,118 | 2,183 | 0.01% | 0.01% | 74 | -56 | -0.25% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 21,991 | 2,170 | 0.0% | 0.0% | 75 | -638 | -2.82% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 20,948 | 2,067 | 0.07% | — | 76 | +20,948 | New | Q1 2026 | May 14, 2026 |
| Alden Global Capital LLC | History | New | 20,700 | 2,043 | 1.15% | — | 77 | +20,700 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 19,937 | 1,968 | 0.03% | 0.02% | 78 | +11,016 | 123.48% | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 19,802 | 1,954 | 0.21% | 0.21% | 79 | +610 | 3.18% | Q1 2026 | May 13, 2026 |
| Choate Investment Advisors | History | No change | 19,499 | 1,924 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Added to | 19,139 | 1,889 | 0.01% | 0.0% | 81 | +10,043 | 110.41% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 18,179 | 1,794 | 0.0% | 0.0% | 82 | +3,401 | 23.01% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,101 | 1,787 | 0.0% | 0.0% | 83 | +795 | 4.59% | Q1 2026 | Apr 30, 2026 |
| Gerald Baker Financial Group LLC | History | New | 18,072 | 1,784 | 0.57% | — | 84 | +18,072 | New | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Added to | 17,939 | 1,770 | 0.02% | 0.02% | 85 | +7,232 | 67.54% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | New | 17,669 | 1,744 | 0.16% | — | 86 | +17,669 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 17,240 | 1,701 | 0.02% | 0.02% | 87 | +561 | 3.36% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,273 | 1,606 | 0.0% | 0.01% | 88 | -72,020 | -81.57% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 16,012 | 1,580 | 0.0% | 0.0% | 89 | +5,691 | 55.14% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,144 | 1,461 | 0.0% | 0.0% | 90 | +3,047 | 25.19% | Q1 2026 | May 15, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 14,309 | 1,412 | 0.01% | 0.05% | 91 | -28,271 | -66.4% | Q1 2026 | May 11, 2026 |
| BlueCrest Capital Management Ltd | History | Added to | 13,940 | 1,376 | 0.08% | 0.02% | 92 | +7,140 | 105.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 13,913 | 1,373 | 0.03% | 0.06% | 93 | +1,047 | 8.14% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 13,752 | 1,357 | 0.02% | 0.02% | 94 | +1,053 | 8.29% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,694 | 1,351 | 0.0% | 0.0% | 95 | -3,365 | -19.73% | Q1 2026 | Apr 27, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 13,221 | 1,305 | 0.0% | 0.0% | 96 | +4,999 | 60.8% | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 12,098 | 1,194 | 0.02% | 0.03% | 97 | -5,087 | -29.6% | Q1 2026 | May 12, 2026 |
| Global View Capital Management LLC | History | New | 11,798 | 1,164 | 0.31% | — | 98 | +11,798 | New | Q1 2026 | May 04, 2026 |
| Sage Capital Management, LLC | History | Added to | 10,755 | 1,061 | 0.5% | 0.51% | 99 | +21 | 0.2% | Q1 2026 | Apr 15, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 10,625 | 1,048 | 0.44% | 0.35% | 100 | +2,372 | 28.74% | Q1 2026 | Apr 28, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 10,475 | 1,034 | 0.4% | 1.08% | 101 | -16,270 | -60.83% | Q1 2026 | Apr 08, 2026 |
| SIG BROKERAGE, LP | History | No change | 10,400 | 1,026 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 10,328 | 1,019 | 0.11% | 0.12% | 103 | -69 | -0.66% | Q1 2026 | Apr 24, 2026 |
| Zweig-DiMenna Associates LLC | History | Reduced | 10,200 | 1,006 | 0.14% | 0.12% | 104 | -8,600 | -45.74% | Q1 2026 | May 05, 2026 |
| Black Maple Capital Management LP | History | New | 10,000 | 987 | 0.55% | — | 105 | +10,000 | New | Q1 2026 | May 15, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 9,955 | 982 | 0.45% | 0.45% | 106 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 9,865 | 973 | 0.0% | 0.0% | 107 | -233 | -2.31% | Q1 2026 | May 12, 2026 |
| CHARTIST INC /CA/ | History | Reduced | 9,838 | 971 | 0.7% | 0.7% | 108 | -163 | -1.63% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 9,978 | 953 | 0.0% | 0.0% | 109 | -106,670 | -91.45% | Q1 2026 | May 13, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 9,568 | 934 | 0.26% | 0.38% | 110 | -5,162 | -35.04% | Q1 2026 | Apr 28, 2026 |
| Global Financial Private Client, LLC | History | Added to | 9,296 | 917 | 0.3% | 0.32% | 111 | +487 | 5.53% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Reduced | 9,055 | 893 | 0.02% | 0.03% | 112 | -537 | -5.6% | Q1 2026 | May 04, 2026 |
| Integrated Advisors Network LLC | History | Added to | 8,944 | 882 | 0.05% | 0.04% | 113 | +1,212 | 15.68% | Q1 2026 | Apr 28, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 8,869 | 875 | 0.39% | 0.4% | 114 | +230 | 2.66% | Q1 2026 | Apr 24, 2026 |
| Capital Square, LLC | History | Added to | 8,017 | 869 | 0.4% | 0.31% | 115 | +2,107 | 35.65% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,785 | 867 | 0.0% | 0.0% | 116 | +466 | 5.6% | Q1 2026 | Apr 27, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 8,635 | 852 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 8,501 | 839 | 0.02% | 0.02% | 118 | +408 | 5.04% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Reduced | 8,431 | 832 | 0.22% | 0.24% | 119 | -115 | -1.35% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Added to | 8,340 | 823 | 0.0% | 0.0% | 120 | +313 | 3.9% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 8,300 | 819 | 0.02% | 0.02% | 121 | -2,100 | -20.19% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 8,269 | 816 | 0.03% | 0.03% | 122 | +249 | 3.1% | Q1 2026 | Apr 20, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 7,850 | 807 | 0.18% | 0.46% | 123 | -8,628 | -52.36% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 7,887 | 778 | 0.13% | 0.13% | 124 | -1,399 | -15.07% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,857 | 775 | 0.0% | 0.0% | 125 | -2,228 | -22.09% | Q1 2026 | May 05, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 7,553 | 745 | 0.06% | 0.07% | 126 | -721 | -8.71% | Q1 2026 | Apr 24, 2026 |
| Caption Management, LLC | History | Reduced | 7,500 | 740 | 0.0% | 0.07% | 127 | -92,500 | -92.5% | Q1 2026 | May 15, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 7,470 | 737 | 0.17% | 0.2% | 128 | -54 | -0.72% | Q1 2026 | Apr 14, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 7,453 | 735 | 0.05% | 0.06% | 129 | -725 | -8.87% | Q1 2026 | May 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 7,316 | 722 | 0.01% | 0.01% | 130 | +225 | 3.17% | Q1 2026 | Apr 21, 2026 |
| RCW Management, LLC | History | No change | 7,233 | 714 | 0.73% | 0.75% | 131 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 6,909 | 682 | 0.56% | 0.56% | 132 | +191 | 2.84% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,887 | 679 | 0.0% | 0.0% | 133 | +3,260 | 89.88% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,869 | 678 | 0.0% | 0.05% | 134 | -98,381 | -93.47% | Q1 2026 | Apr 24, 2026 |
| HSBC HOLDINGS PLC | History | New | 6,833 | 668 | 0.0% | — | 135 | +6,833 | New | Q1 2026 | Apr 30, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 6,748 | 666 | 0.42% | — | 136 | +6,748 | New | Q1 2026 | Apr 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 6,693 | 660 | 0.01% | 0.01% | 137 | +2,175 | 48.14% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,465 | 638 | 0.0% | 0.0% | 138 | -6,603 | -50.53% | Q1 2026 | Apr 22, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 6,037 | 595 | 0.28% | 0.29% | 139 | +7 | 0.12% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,021 | 594 | 0.0% | 0.0% | 140 | -158 | -2.56% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Reduced | 5,997 | 592 | 0.05% | 0.05% | 141 | -45 | -0.74% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 5,987 | 591 | 0.04% | 0.05% | 142 | +173 | 2.98% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,926 | 584 | 0.0% | 0.0% | 143 | +2,646 | 80.67% | Q1 2026 | Apr 15, 2026 |
| Global Assets Advisory, LLC | History | New | 10,251 | 580 | 0.17% | — | 144 | +10,251 | New | Q1 2026 | May 01, 2026 |
| Northstar Financial Companies, Inc. | History | New | 5,808 | 573 | 0.46% | — | 146 | +5,808 | New | Q1 2026 | May 05, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 5,805 | 573 | 0.2% | 0.19% | 145 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 5,743 | 566 | 0.03% | 0.0% | 147 | +4,839 | 535.29% | Q1 2026 | Apr 29, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Added to | 5,553 | 548 | 0.47% | 0.47% | 148 | +48 | 0.87% | Q1 2026 | Apr 28, 2026 |
| GM Advisory Group, LLC | History | Added to | 5,547 | 547 | 0.02% | 0.01% | 150 | +2,915 | 110.75% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,546 | 547 | 0.01% | 0.01% | 149 | +6 | 0.11% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | New | 5,449 | 537 | 0.01% | — | 152 | +5,449 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,475 | 537 | 0.0% | 0.0% | 151 | -2,088 | -27.61% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | Reduced | 5,315 | 524 | 0.0% | 0.0% | 153 | -1,644 | -23.62% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,076 | 501 | 0.01% | 0.01% | 154 | +107 | 2.15% | Q1 2026 | May 18, 2026 |
| Equitable Holdings, Inc. | History | New | 4,908 | 500 | 0.0% | — | 156 | +4,908 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,860 | 500 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Independent Advisor Alliance | History | Added to | 5,024 | 495 | 0.01% | 0.0% | 157 | +3,024 | 151.2% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 5,000 | 493 | 0.0% | 0.0% | 158 | -8,800 | -63.77% | Q1 2026 | May 15, 2026 |
| Black Swift Group, LLC | History | New | 5,000 | 493 | 0.09% | — | 161 | +5,000 | New | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Reduced | 5,003 | 493 | 0.02% | 0.02% | 160 | -642 | -11.37% | Q1 2026 | Apr 22, 2026 |
| CastleKnight Management LP | History | No change | 5,000 | 493 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | Added to | 4,801 | 473 | 0.05% | 0.05% | 162 | +8 | 0.17% | Q1 2026 | Apr 20, 2026 |
| Galaxy Group Investments LLC | History | No change | 4,500 | 463 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q4 2025 | Mar 23, 2026 |
| Jacobi Capital Management LLC | History | No change | 4,620 | 456 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,568 | 450 | 0.0% | 0.0% | 165 | -658 | -12.59% | Q1 2026 | May 05, 2026 |
| Silphium Asset Management Ltd | History | New | 4,392 | 433 | 0.16% | — | 166 | +4,392 | New | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 4,379 | 432 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,337 | 428 | 0.0% | 0.0% | 168 | -10,537 | -70.84% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,029 | 397 | 0.0% | 0.0% | 169 | +3,314 | 463.5% | Q1 2026 | May 08, 2026 |
| Financial Freedom, LLC | History | Added to | 3,999 | 394 | 0.2% | 0.2% | 173 | +3 | 0.08% | Q1 2026 | Apr 30, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,000 | 394 | 0.0% | 0.0% | 172 | -2 | -0.05% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,000 | 394 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 4,000 | 394 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,980 | 392 | 0.0% | — | 174 | +3,980 | New | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,937 | 388 | 0.0% | 0.0% | 175 | -545 | -12.16% | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 3,920 | 386 | 0.02% | 0.02% | 176 | +1,960 | 100.0% | Q1 2026 | Apr 22, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 3,915 | 386 | 0.29% | 0.32% | 177 | -225 | -5.43% | Q1 2026 | May 05, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 3,902 | 385 | 0.15% | 0.16% | 178 | -17 | -0.43% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,842 | 379 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 3,679 | 363 | 0.19% | 0.16% | 180 | +8 | 0.22% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 3,665 | 361 | 0.0% | — | 183 | +3,665 | New | Q1 2026 | May 15, 2026 |
| Field & Main Bank | History | Reduced | 3,665 | 361 | 0.11% | 0.12% | 181 | -325 | -8.15% | Q1 2026 | Apr 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,659 | 361 | 0.0% | 0.0% | 182 | +59 | 1.64% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 3,654 | 360 | 0.0% | 0.22% | 184 | -141,684 | -97.49% | Q1 2026 | May 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 3,612 | 356 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,535 | 349 | 0.01% | 0.01% | 186 | -169 | -4.56% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 3,466 | 342 | 0.02% | 0.02% | 187 | +179 | 5.45% | Q1 2026 | Apr 15, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 3,461 | 341 | 0.16% | 0.16% | 188 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 3,438 | 339 | 0.01% | 0.01% | 189 | +955 | 38.46% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,304 | 326 | 0.0% | 0.0% | 190 | -30 | -0.9% | Q1 2026 | Apr 28, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 3,268 | 323 | 0.18% | 0.19% | 191 | -15 | -0.46% | Q1 2026 | Apr 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 3,271 | 322 | 0.0% | — | 192 | +3,271 | New | Q1 2026 | May 12, 2026 |
| Smith Salley Wealth Management | History | No change | 3,240 | 319 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Maxele Advisors, LLC | History | No change | 2,980 | 306 | 0.25% | 0.25% | 194 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Intrua Financial, LLC | History | Added to | 3,063 | 302 | 0.03% | 0.03% | 195 | +3 | 0.1% | Q1 2026 | Apr 23, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 3,015 | 297 | 0.04% | 0.05% | 196 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bramshill Investments, LLC | History | New | 3,000 | 296 | 0.03% | — | 198 | +3,000 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,008 | 296 | 0.0% | 0.0% | 197 | -435 | -12.63% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 2,960 | 292 | 0.0% | 0.0% | 199 | -418 | -12.37% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 2,911 | 287 | 0.0% | 0.0% | 200 | -10,596 | -78.45% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 2,900 | 286 | 0.01% | — | 201 | +2,900 | New | Q1 2026 | Apr 07, 2026 |
| BANK OF NOVA SCOTIA | History | New | 2,890 | 285 | 0.0% | — | 203 | +2,890 | New | Q1 2026 | May 14, 2026 |
| MOR Wealth Management, LLC | History | No change | 2,896 | 285 | 0.13% | 0.14% | 202 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,869 | 283 | 0.14% | 0.1% | 204 | +880 | 44.24% | Q1 2026 | May 07, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 2,807 | 277 | 0.07% | 0.16% | 205 | -3,357 | -54.46% | Q1 2026 | Apr 08, 2026 |
| Quantbot Technologies LP | History | Added to | 2,804 | 276 | 0.01% | 0.0% | 206 | +2,662 | 1874.65% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | No change | 2,787 | 275 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,854 | 272 | 0.0% | 0.0% | 208 | +504 | 21.45% | Q1 2026 | May 15, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 2,761 | 272 | 0.13% | 0.13% | 209 | +6 | 0.22% | Q1 2026 | Apr 17, 2026 |
| Magnus Financial Group LLC | History | Reduced | 2,750 | 271 | 0.02% | 0.02% | 210 | -58 | -2.07% | Q1 2026 | Apr 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 2,744 | 270 | 0.01% | 0.01% | 211 | -99 | -3.48% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,720 | 268 | 0.03% | — | 212 | +2,720 | New | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 2,675 | 264 | 0.01% | 0.01% | 213 | +4 | 0.15% | Q1 2026 | Apr 23, 2026 |
| Marex Group plc | History | New | 2,657 | 262 | 0.0% | — | 214 | +2,657 | New | Q1 2026 | May 13, 2026 |
| FLP Wealth Management, LLC | History | Added to | 2,564 | 253 | 0.52% | 0.58% | 215 | +177 | 7.42% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 2,535 | 250 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 2,489 | 245 | 0.04% | — | 217 | +2,489 | New | Q1 2026 | Apr 27, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 2,476 | 244 | 0.03% | 0.03% | 218 | -60 | -2.37% | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,374 | 235 | 0.0% | 0.0% | 219 | +1,800 | 313.59% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,365 | 233 | 0.0% | 0.0% | 220 | -55 | -2.27% | Q1 2026 | Apr 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,354 | 232 | 0.01% | — | 221 | +2,354 | New | Q1 2026 | May 14, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 2,051 | 211 | 0.07% | 0.07% | 222 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,117 | 209 | 0.0% | — | 223 | +2,117 | New | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | New | 2,113 | 208 | 0.0% | — | 225 | +2,113 | New | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 2,116 | 208 | 0.0% | 0.0% | 224 | -99 | -4.47% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 2,073 | 204 | 0.02% | 0.03% | 227 | -1,067 | -33.98% | Q1 2026 | May 15, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 2,070 | 204 | 0.03% | 0.04% | 226 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Edgestream Partners, L.P. | History | New | 2,033 | 200 | 0.01% | — | 228 | +2,033 | New | Q1 2026 | May 18, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 2,000 | 197 | 0.16% | 0.18% | 229 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,865 | 184 | 0.0% | 0.0% | 230 | -25 | -1.32% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,770 | 174 | 0.0% | 0.0% | 231 | +572 | 47.75% | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | No change | 1,720 | 169 | 0.06% | 0.06% | 232 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,650 | 163 | 0.12% | 0.14% | 233 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 1,607 | 158 | 0.06% | 0.06% | 234 | +60 | 3.88% | Q1 2026 | Apr 15, 2026 |
| Manchester Capital Management LLC | History | No change | 1,500 | 148 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Operose Advisors LLC | History | No change | 1,393 | 137 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,354 | 134 | 0.0% | 0.0% | 237 | +1,324 | 4413.33% | Q1 2026 | Apr 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,200 | 118 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 1,163 | 114 | 0.09% | 0.1% | 239 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,149 | 113 | 0.0% | 0.0% | 240 | +749 | 187.25% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 1,146 | 113 | 0.0% | 0.0% | 241 | +6 | 0.53% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,110 | 109 | 0.01% | — | 242 | +1,110 | New | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | No change | 1,087 | 107 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stephens Consulting, LLC | History | No change | 1,000 | 102 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 995 | 98 | 0.0% | 0.0% | 245 | +879 | 757.76% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,000 | 98 | 0.0% | 0.0% | 246 | -545 | -35.28% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 950 | 97 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 982 | 96 | 0.0% | 0.0% | 248 | +300 | 43.99% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 946 | 93 | 0.0% | 0.0% | 249 | +54 | 6.05% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 916 | 90 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 902 | 89 | 0.0% | 0.0% | 251 | +1 | 0.11% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 866 | 89 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 895 | 88 | 0.0% | 0.0% | 253 | -16,486 | -94.85% | Q1 2026 | May 14, 2026 |
| Bernard Wealth Management Corp. | History | No change | 839 | 82 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 764 | 78 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | New | 761 | 75 | 0.0% | — | 257 | +761 | New | Q1 2026 | May 19, 2026 |
| AlphaCore Capital LLC | History | Reduced | 760 | 75 | 0.0% | 0.0% | 256 | -97 | -11.32% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 750 | 74 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 749 | 73 | 0.0% | 0.26% | 259 | -64,354 | -98.85% | Q1 2026 | Apr 13, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 555 | 54 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | No change | 518 | 51 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 500 | 49 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Life Planners | History | New | 437 | 43 | 0.03% | — | 263 | +437 | New | Q1 2026 | Apr 24, 2026 |
| Copia Wealth Management | History | No change | 430 | 42 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bangor Savings Bank | History | No change | 400 | 39 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 378 | 37 | 0.0% | 0.0% | 266 | +7 | 1.89% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 370 | 36 | 0.03% | — | 267 | +370 | New | Q1 2026 | Apr 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 349 | 34 | 0.01% | 0.01% | 268 | +41 | 13.31% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 322 | 31 | 0.0% | 0.01% | 269 | -412 | -56.13% | Q1 2026 | Apr 30, 2026 |
| Strive Financial Group ,LLC | History | No change | 300 | 30 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 300 | 29 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 290 | 28 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 269 | 26 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | No change | 262 | 25 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 250 | 25 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Founders Financial Alliance, LLC | History | New | 244 | 24 | 0.0% | — | 276 | +244 | New | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | No change | 239 | 23 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MCF Advisors LLC | History | No change | 229 | 22 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 217 | 21 | 0.0% | 0.0% | 279 | +1 | 0.46% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 205 | 20 | 0.0% | 0.0% | 281 | -15 | -6.82% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | No change | 210 | 20 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | New | 148 | 14 | 0.0% | — | 283 | +148 | New | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | No change | 144 | 14 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 136 | 13 | 0.0% | 0.0% | 284 | +23 | 20.35% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | New | 131 | 12 | 0.0% | — | 287 | +131 | New | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 131 | 12 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | No change | 125 | 12 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | Reduced | 104 | 10 | 0.0% | 0.0% | 288 | -10 | -8.77% | Q1 2026 | Apr 06, 2026 |
| Wall Street Financial Group, Inc. | History | New | 100 | 9 | 0.01% | — | 293 | +100 | New | Q1 2026 | May 05, 2026 |
| Corient IA LLC | History | New | 100 | 9 | 0.01% | — | 294 | +100 | New | Q1 2026 | May 14, 2026 |
| CITY HOLDING CO | History | No change | 100 | 9 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 95 | 9 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Arax Advisory Partners | History | No change | 94 | 9 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 98 | 9 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ancora Advisors LLC | History | No change | 74 | 7 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Reduced | 66 | 6 | 0.0% | 0.0% | 297 | -46 | -41.07% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 65 | 6 | 0.0% | 0.0% | 296 | -7 | -9.72% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 69 | 6 | 0.0% | 0.0% | 299 | +1 | 1.47% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 64 | 6 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 51 | 5 | 0.0% | 0.0% | 301 | -70 | -57.85% | Q1 2026 | May 08, 2026 |