SELECT SECTOR SPDR TRUST - XLC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 43,944,429 | 4,871,679 | 0.36% | 0.38% | 1 | -959,825 | -2.14% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,614,395 | 1,253,890 | 0.08% | 0.08% | 2 | +1,011,618 | 9.54% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 7,699,116 | 853,524 | 0.05% | 0.06% | 3 | -200,972 | -2.54% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,591,604 | 841,605 | 0.16% | 0.16% | 4 | +100,246 | 1.34% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 7,195,735 | 797,719 | 0.12% | 0.07% | 5 | +3,307,195 | 85.05% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,557,442 | 726,957 | 0.19% | 0.23% | 6 | +107,388 | 1.66% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,692,301 | 631,048 | 0.19% | 0.21% | 7 | -76,177 | -1.32% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 4,858,161 | 538,575 | 0.6% | 0.66% | 8 | -80,133 | -1.62% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 4,618,045 | 511,956 | 0.14% | 0.17% | 9 | -627,390 | -11.96% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,532,370 | 502,459 | 0.09% | 0.03% | 10 | +2,990,896 | 194.03% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,711,386 | 411,444 | 1.02% | 0.9% | 11 | +360,426 | 10.76% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,443,407 | 406,341 | 0.09% | 0.1% | 12 | -477,989 | -12.19% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,501,759 | 388,204 | 0.52% | 0.55% | 13 | -9,012 | -0.26% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,755,376 | 359,118 | 0.17% | 0.09% | 14 | +119,389 | 7.3% | Q1 2026 | May 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 3,170,335 | 351,463 | 3.85% | 4.53% | 15 | -162,185 | -4.87% | Q1 2026 | Apr 29, 2026 |
| WestEnd Advisors, LLC | History | Added to | 2,838,788 | 314,711 | 7.6% | 7.64% | 16 | +53,051 | 1.9% | Q1 2026 | Apr 22, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 2,755,184 | 305,439 | 2.65% | 2.82% | 17 | -36,100 | -1.29% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 2,303,078 | 255,319 | 0.06% | 0.12% | 18 | -2,088,986 | -47.56% | Q1 2026 | May 14, 2026 |
| Main Management ETF Advisors, LLC | History | Reduced | 2,294,415 | 254,359 | 9.49% | 13.11% | 19 | -829,608 | -26.56% | Q1 2026 | May 14, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Reduced | 1,842 | 204,204 | 2.29% | 2.15% | 20 | -47 | -2.49% | Q1 2026 | Apr 27, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,736,162 | 192,470 | 0.19% | 0.0% | 21 | +1,722,062 | 12213.21% | Q1 2026 | May 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 1,681,039 | 186,359 | 0.99% | 1.03% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,646,421 | 182,522 | 2.85% | 2.72% | 23 | +82,320 | 5.26% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,637,965 | 181,584 | 0.02% | 0.02% | 24 | +307,884 | 23.15% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,619,200 | 179,504 | 0.02% | 0.02% | 25 | +723,300 | 80.73% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,600,475 | 177,428 | 0.02% | 0.02% | 26 | +50,963 | 3.29% | Q1 2026 | May 15, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 1,415,825 | 156,958 | 0.74% | 0.79% | 27 | -4,000 | -0.28% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,367,573 | 151,609 | 0.02% | 0.04% | 28 | -1,045,819 | -43.33% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,359,546 | 150,719 | 0.0% | 0.0% | 29 | -166,596 | -10.92% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,359,079 | 150,673 | 0.22% | 0.22% | 30 | +90,763 | 7.16% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,264,131 | 140,141 | 1.74% | 1.81% | 31 | +89,845 | 7.65% | Q1 2026 | May 11, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 1,142,583 | 126,666 | 4.1% | 4.27% | 32 | +2,281 | 0.2% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 987,357 | 109,458 | 0.07% | 0.06% | 33 | +10,581 | 1.08% | Q1 2026 | May 15, 2026 |
| Main Management Fund Advisors LLC | History | Added to | 2,181,200 | 107,686 | 9.04% | 9.94% | 34 | +1,254,700 | 135.42% | Q1 2026 | May 14, 2026 |
| J.Safra Asset Management Corp | History | Added to | 892,374 | 98,928 | 5.33% | 5.32% | 35 | +30,873 | 3.58% | Q1 2026 | May 04, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 871,057 | 96,565 | 0.43% | 0.48% | 36 | -61,204 | -6.57% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 857,135 | 95,021 | 0.01% | 0.01% | 37 | +327,726 | 61.9% | Q1 2026 | May 14, 2026 |
| SRB CORP | History | No change | 800,774 | 88,773 | 5.45% | 5.17% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 745,012 | 82,592 | 0.09% | 0.09% | 39 | +41,038 | 5.83% | Q1 2026 | May 13, 2026 |
| Main Management LLC | History | Reduced | 706,812 | 78,357 | 5.7% | 7.66% | 40 | -197,700 | -21.86% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 705,184 | 78,177 | 0.07% | 0.08% | 41 | -12,062 | -1.68% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 700,795 | 77,690 | 1.14% | 1.08% | 42 | +96,239 | 15.92% | Q1 2026 | Apr 17, 2026 |
| Phoenix Financial Ltd. | History | No change | 685,352 | 75,995 | 0.72% | 0.87% | 43 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Added to | 647,835 | 71,818 | 0.0% | 0.0% | 44 | +165,527 | 34.32% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 640,620 | 71,019 | 1.97% | 1.51% | 45 | +104,422 | 19.47% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 639,439 | 70,888 | 0.19% | 0.17% | 46 | +103,184 | 19.24% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 612,929 | 67,949 | 0.02% | 0.02% | 47 | -8,826 | -1.42% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 599,400 | 66,449 | 0.01% | 0.01% | 48 | -177,627 | -22.86% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | New | 562,500 | 62,358 | 0.36% | — | 49 | +562,500 | New | Q1 2026 | May 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 544,132 | 60,322 | 0.93% | 1.04% | 50 | +8,526 | 1.59% | Q1 2026 | May 11, 2026 |
| ALPS ADVISORS INC | History | Added to | 516,116 | 57,216 | 0.27% | 0.31% | 51 | +62,252 | 13.72% | Q1 2026 | May 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 497,968 | 55,204 | 1.83% | 2.01% | 52 | -35,018 | -6.57% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | New | 493,441 | 54,702 | 0.2% | — | 53 | +493,441 | New | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 491,217 | 54,456 | 2.35% | 1.9% | 54 | +104,165 | 26.91% | Q1 2026 | May 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 484,524 | 53,714 | 3.93% | 4.08% | 55 | +6,637 | 1.39% | Q1 2026 | Apr 23, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 458,927 | 50,876 | 3.33% | 3.52% | 56 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 454,930 | 50,433 | 0.02% | 0.02% | 57 | +44,295 | 10.79% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 447,485 | 49,608 | 0.1% | 0.12% | 58 | -39,446 | -8.1% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 431,285 | 47,812 | 0.08% | 0.1% | 59 | -21,529 | -4.75% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 431,122 | 47,794 | 0.05% | 0.05% | 60 | +6,862 | 1.62% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 414,335 | 45,928 | 0.09% | 0.1% | 61 | -76,132 | -15.52% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 408,952 | 45,336 | 0.62% | 0.04% | 62 | +388,153 | 1866.21% | Q1 2026 | May 12, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 399,100 | 44,244 | 0.27% | 0.3% | 63 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 393,110 | 43,580 | 0.88% | 0.89% | 64 | +17,947 | 4.78% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 385,740 | 42,763 | 0.49% | 0.6% | 65 | -30,186 | -7.26% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 355,048 | 39,360 | 0.11% | 0.15% | 66 | -151,780 | -29.95% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 349,197 | 38,711 | 0.06% | 0.12% | 67 | -295,557 | -45.84% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 339,398 | 37,621 | 0.07% | 0.08% | 68 | -13,436 | -3.81% | Q1 2026 | May 14, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 335,477 | 37,193 | 1.08% | 2.32% | 69 | -334,612 | -49.94% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 331,740 | 36,776 | 0.17% | 0.11% | 70 | +132,182 | 66.24% | Q1 2026 | Apr 24, 2026 |
| Advisory Alpha, LLC | History | Reduced | 330,655 | 36,657 | 1.0% | 1.53% | 71 | -148,079 | -30.93% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 328,064 | 36,369 | 0.07% | 0.09% | 72 | +81,596 | 33.11% | Q1 2026 | May 01, 2026 |
| Janney Capital Management LLC | History | No change | 306,029 | 36,026 | 2.26% | 2.26% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 316,233 | 35,057 | 0.01% | 0.0% | 74 | +226,933 | 254.12% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 305,213 | 33,852 | 1.08% | 1.22% | 75 | +7,907 | 2.66% | Q1 2026 | May 06, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 301,607 | 33,436 | 5.06% | 5.01% | 76 | +2,439 | 0.82% | Q1 2026 | Apr 10, 2026 |
| Cavalier Investments, LLC | History | Added to | 295,558 | 32,765 | 0.89% | 1.36% | 77 | +70,068 | 31.07% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 288,986 | 32,036 | 0.36% | 0.4% | 78 | +19,173 | 7.11% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 277,160 | 30,726 | 0.17% | 0.18% | 79 | +11,533 | 4.34% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 275,538 | 30,546 | 0.01% | 0.0% | 80 | +234,407 | 569.9% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 265,676 | 29,452 | 0.01% | 0.01% | 81 | +18,799 | 7.61% | Q1 2026 | May 11, 2026 |
| UNIVERSITY OF CHICAGO | History | New | 260,298 | 28,856 | 8.92% | — | 82 | +260,298 | New | Q1 2026 | May 07, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 253,619 | 28,116 | 0.85% | 0.86% | 83 | +1,690 | 0.67% | Q1 2026 | Apr 23, 2026 |
| Anfield Capital Management, LLC | History | Added to | 252,791 | 28,024 | 7.71% | 8.58% | 84 | +21,600 | 9.34% | Q1 2026 | May 12, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 251,722 | 27,905 | 2.06% | 1.97% | 85 | +23,999 | 10.54% | Q1 2026 | Apr 15, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 250,101 | 27,726 | 5.66% | 5.19% | 86 | +68,425 | 37.66% | Q1 2026 | Apr 13, 2026 |
| Capula Management Ltd | History | New | 249,292 | 27,636 | 0.2% | — | 87 | +249,292 | New | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Added to | 231,728 | 27,536 | 0.89% | 0.86% | 88 | +16,288 | 7.56% | Q1 2026 | Apr 17, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 246,872 | 27,368 | 2.61% | 2.67% | 89 | +1,400 | 0.57% | Q1 2026 | Apr 16, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 241,857 | 26,812 | 0.62% | 0.15% | 90 | +187,110 | 341.77% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | New | 237,192 | 26,295 | 2.16% | — | 91 | +237,192 | New | Q1 2026 | Apr 08, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 237,000 | 26,273 | 0.03% | 0.05% | 92 | -105,191 | -30.74% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 235,724 | 26,132 | 0.14% | 0.15% | 93 | -376 | -0.16% | Q1 2026 | May 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 225,735 | 25,025 | 2.0% | — | 94 | +225,735 | New | Q1 2026 | May 14, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 221,100 | 24,511 | 3.11% | 3.61% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 219,572 | 24,341 | 0.03% | 0.03% | 96 | +25,265 | 13.0% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 213,226 | 23,638 | 2.41% | 2.26% | 97 | +22,412 | 11.75% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 211,335 | 23,428 | 0.02% | 0.03% | 98 | +1,425 | 0.68% | Q1 2026 | May 15, 2026 |
| IMZ Advisory Inc | History | Added to | 210,773 | 23,366 | 8.84% | 8.81% | 99 | +6,264 | 3.06% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 208,323 | 23,095 | 0.06% | 0.08% | 100 | -39,280 | -15.86% | Q1 2026 | Apr 30, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 208,024 | 23,061 | 0.01% | — | 101 | +208,024 | New | Q1 2026 | May 15, 2026 |
| Comprehensive Wealth Management, LLC | History | New | 203,090 | 22,514 | 11.38% | — | 102 | +203,090 | New | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 200,281 | 22,203 | 0.24% | 0.23% | 103 | +25,523 | 14.6% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 198,059 | 21,956 | 0.01% | 0.01% | 104 | -1,018 | -0.51% | Q1 2026 | May 08, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 197,919 | 21,941 | 1.84% | 1.9% | 105 | -2,452 | -1.22% | Q1 2026 | Apr 21, 2026 |
| Swan Global Investments, LLC | History | Reduced | 195,753 | 21,701 | 0.72% | 0.89% | 106 | -60,574 | -23.63% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 194,824 | 21,598 | 0.03% | 0.04% | 107 | -39,929 | -17.01% | Q1 2026 | Apr 27, 2026 |
| Walleye Trading LLC | History | Added to | 193,089 | 21,405 | 0.04% | 0.03% | 108 | +41,070 | 27.02% | Q1 2026 | May 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 192,723 | 21,365 | 0.27% | 0.29% | 109 | -1,446 | -0.74% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 189,225 | 20,977 | 0.02% | — | 110 | +189,225 | New | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 185,823 | 20,600 | 7.23% | 8.14% | 111 | -19,274 | -9.4% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 181,740 | 20,148 | 0.02% | 0.0% | 112 | +163,308 | 886.0% | Q1 2026 | Apr 16, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 176,656 | 19,584 | 2.24% | 2.01% | 113 | +17,624 | 11.08% | Q1 2026 | Apr 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 176,600 | 19,577 | 0.02% | 0.0% | 114 | +142,500 | 417.89% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 172,361 | 19,108 | 0.15% | 0.17% | 115 | +811 | 0.47% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 172,119 | 19,081 | 0.09% | 0.1% | 116 | +15,451 | 9.86% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 172,088 | 19,077 | 3.75% | 1.46% | 117 | +107,038 | 164.55% | Q1 2026 | May 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 169,812 | 18,825 | 0.83% | 0.81% | 118 | +16,757 | 10.95% | Q1 2026 | Apr 21, 2026 |
| Miller Investment Management, LP | History | Reduced | 168,822 | 18,715 | 1.86% | 1.94% | 119 | -145 | -0.09% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 168,647 | 18,696 | 0.1% | 0.1% | 120 | +5,186 | 3.17% | Q1 2026 | Apr 15, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Reduced | 162,083 | 17,968 | 3.55% | 3.8% | 121 | -2,166 | -1.32% | Q1 2026 | May 06, 2026 |
| Trek Financial, LLC | History | Reduced | 158,772 | 17,601 | 0.93% | 1.39% | 122 | -44,775 | -22.0% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 156,212 | 17,317 | 0.73% | — | 123 | +156,212 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 154,431 | 17,120 | 0.58% | 0.69% | 124 | -21,119 | -12.03% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 157,202 | 16,840 | 0.01% | 0.01% | 125 | +25,580 | 19.43% | Q1 2026 | May 15, 2026 |
| Clarity Financial LLC | History | Reduced | 151,375 | 16,781 | 1.83% | 1.67% | 126 | -1,965 | -1.28% | Q1 2026 | May 01, 2026 |
| WBH ADVISORY INC | History | Reduced | 150,548 | 16,746 | 1.25% | 1.34% | 127 | -2,705 | -1.77% | Q1 2026 | Apr 27, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 148,093 | 16,417 | 10.2% | 9.44% | 128 | -87 | -0.06% | Q1 2026 | May 04, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 146,688 | 16,261 | 1.33% | 1.35% | 129 | +788 | 0.54% | Q1 2026 | Apr 16, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 146,616 | 16,253 | 0.91% | 0.91% | 130 | +2,618 | 1.82% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 146,404 | 16,230 | 0.16% | 0.11% | 131 | +64,435 | 78.61% | Q1 2026 | May 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 143,139 | 15,868 | 0.13% | 0.11% | 132 | +36,143 | 33.78% | Q1 2026 | May 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 140,868 | 15,616 | 4.27% | 4.46% | 133 | -2,471 | -1.72% | Q1 2026 | May 13, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 138,034 | 15,302 | 2.24% | 0.1% | 134 | +132,355 | 2330.6% | Q1 2026 | Apr 24, 2026 |
| BANK HAPOALIM BM | History | Reduced | 135,416 | 15,012 | 2.3% | 1.46% | 135 | -6,986 | -4.91% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | New | 134,625 | 14,927 | 0.53% | — | 136 | +134,625 | New | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 133,154 | 14,763 | 0.07% | 0.12% | 137 | -61,573 | -31.62% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 131,483 | 14,576 | 0.8% | 0.92% | 138 | -441 | -0.33% | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | Added to | 130,244 | 14,438 | 0.8% | 0.82% | 139 | +95 | 0.07% | Q1 2026 | Apr 23, 2026 |
| Mariner, LLC | History | Reduced | 129,755 | 14,384 | 0.02% | 0.02% | 140 | -27,397 | -17.43% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 127,078 | 14,087 | 0.07% | 0.03% | 141 | +77,696 | 157.34% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 119,121 | 14,013 | 0.09% | 0.1% | 142 | -6,489 | -5.17% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 122,609 | 13,596 | 0.08% | 0.09% | 143 | -2,341 | -1.87% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 121,596 | 13,480 | 0.6% | 0.67% | 144 | -4,434 | -3.52% | Q1 2026 | May 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 121,102 | 13,425 | 0.17% | 0.19% | 145 | -1,904 | -1.55% | Q1 2026 | Apr 21, 2026 |
| Venture Visionary Partners LLC | History | Added to | 118,247 | 13,108 | 0.44% | 0.45% | 146 | +836 | 0.71% | Q1 2026 | May 14, 2026 |
| CMH Wealth Management LLC | History | Added to | 116,673 | 12,934 | 2.22% | 2.3% | 147 | +25,354 | 27.76% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | Added to | 116,328 | 12,896 | 0.02% | 0.02% | 148 | +4,333 | 3.87% | Q1 2026 | May 14, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 115,716 | 12,828 | 2.56% | 2.49% | 149 | +25,396 | 28.12% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 115,622 | 12,817 | 0.24% | 0.27% | 150 | -6,468 | -5.3% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 114,844 | 12,731 | 0.05% | 0.06% | 151 | +724 | 0.63% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 122,787 | 12,647 | 0.02% | 0.02% | 152 | -180,799 | -59.55% | Q1 2026 | May 15, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 112,187 | 12,437 | 2.61% | 2.49% | 153 | +6,332 | 5.98% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 110,707 | 12,273 | 0.07% | 0.07% | 154 | +6,461 | 6.2% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 110,524 | 12,252 | 0.42% | 0.45% | 155 | +1,257 | 1.15% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 96,672 | 12,197 | 0.56% | 0.09% | 156 | -123,767 | -56.15% | Q1 2026 | May 15, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 108,980 | 12,081 | 2.05% | 7.65% | 157 | -298,471 | -73.25% | Q1 2026 | May 12, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 101,483 | 11,863 | 1.84% | 1.84% | 158 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 106,511 | 11,807 | 0.02% | 0.02% | 159 | +5,645 | 5.6% | Q1 2026 | May 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 106,054 | 11,757 | 1.26% | 1.42% | 160 | -7,510 | -6.61% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 105,513 | 11,697 | 0.02% | 0.03% | 161 | -41,011 | -27.99% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 102,427 | 11,355 | 0.06% | 0.08% | 162 | -24,161 | -19.09% | Q1 2026 | May 08, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Added to | 101,950 | 11,302 | 3.45% | 2.87% | 163 | +26,440 | 35.02% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 101,667 | 11,270 | 0.12% | 0.04% | 164 | +75,969 | 295.62% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 100,858 | 11,181 | 0.38% | 0.45% | 165 | -4,365 | -4.15% | Q1 2026 | Apr 20, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 100,763 | 11,170 | 0.65% | 0.58% | 166 | +15,005 | 17.5% | Q1 2026 | Apr 17, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 99,347 | 11,013 | 0.34% | 0.07% | 167 | +81,104 | 444.58% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 92,144 | 10,847 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 93,977 | 10,418 | 0.84% | 1.28% | 169 | -46,526 | -33.11% | Q1 2026 | Apr 28, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 93,511 | 10,366 | 0.94% | 0.98% | 170 | +1,102 | 1.19% | Q1 2026 | May 04, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 93,113 | 10,323 | 2.65% | 2.54% | 171 | +683 | 0.74% | Q1 2026 | Apr 28, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 107,710 | 10,165 | 3.05% | 1.6% | 172 | +60,770 | 129.46% | Q1 2026 | Apr 10, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 90,414 | 10,023 | 0.46% | 0.48% | 173 | -3,047 | -3.26% | Q1 2026 | May 06, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 89,819 | 9,957 | 1.7% | 1.78% | 174 | +1,645 | 1.87% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 88,851 | 9,849 | 0.23% | 0.61% | 175 | -124,175 | -58.29% | Q1 2026 | May 11, 2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | History | New | 88,700 | 9,833 | 0.35% | — | 176 | +88,700 | New | Q1 2026 | Apr 22, 2026 |
| Jump Financial, LLC | History | New | 86,885 | 9,632 | 0.13% | — | 177 | +86,885 | New | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 86,861 | 9,629 | 0.27% | 0.56% | 178 | -97,191 | -52.81% | Q1 2026 | Apr 28, 2026 |
| Carnegie Investment Counsel | History | Added to | 86,303 | 9,567 | 0.19% | 0.18% | 179 | +1,690 | 2.0% | Q1 2026 | May 01, 2026 |
| Dakota Wealth Management | History | Reduced | 85,057 | 9,429 | 0.2% | 0.18% | 180 | -3,452 | -3.9% | Q1 2026 | May 07, 2026 |
| Biltmore Wealth Management, LLC | History | Reduced | 84,997 | 9,422 | 3.35% | 3.86% | 181 | -1,826 | -2.1% | Q1 2026 | Apr 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 83,965 | 9,340 | 0.02% | 0.01% | 182 | +8,466 | 11.21% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 79,277 | 9,332 | 0.17% | 0.17% | 183 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 78,137 | 9,198 | 1.73% | 1.73% | 184 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Reduced | 82,556 | 9,152 | 0.1% | 0.12% | 185 | -5,410 | -6.15% | Q1 2026 | May 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 82,321 | 9,126 | 1.04% | 1.17% | 186 | -7,052 | -7.89% | Q1 2026 | May 11, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 80,394 | 8,912 | 1.5% | 1.53% | 187 | +412 | 0.52% | Q1 2026 | Apr 29, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 79,753 | 8,841 | 0.94% | 1.0% | 188 | -3,664 | -4.39% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 79,238 | 8,784 | 0.45% | 0.48% | 189 | +2,899 | 3.8% | Q1 2026 | Apr 17, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 78,859 | 8,742 | 3.63% | 3.45% | 190 | +2,929 | 3.86% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 78,820 | 8,738 | 0.2% | 0.24% | 191 | -11,823 | -13.04% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 78,659 | 8,720 | 0.15% | 0.17% | 192 | -9,220 | -10.49% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 77,597 | 8,602 | 0.06% | 0.06% | 193 | +16,470 | 26.94% | Q1 2026 | Apr 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 76,472 | 8,477 | 0.58% | 0.73% | 194 | -1,298 | -1.67% | Q1 2026 | Apr 17, 2026 |
| KWMG, LLC | History | Added to | 76,339 | 8,462 | 0.71% | 0.72% | 195 | +5,060 | 7.1% | Q1 2026 | Apr 09, 2026 |
| FMR LLC | History | Added to | 75,709 | 8,393 | 0.0% | 0.0% | 196 | +9,479 | 14.31% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 75,687 | 8,390 | 0.01% | 0.02% | 197 | +10,811 | 16.66% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 75,107 | 8,326 | 0.02% | 0.02% | 198 | -3,395 | -4.32% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 73,600 | 8,159 | 0.1% | 0.13% | 199 | -6,041 | -7.59% | Q1 2026 | Apr 23, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 73,228 | 8,118 | 1.06% | 1.25% | 200 | -8,949 | -10.89% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 73,090 | 8,102 | 0.06% | 0.07% | 201 | +3,806 | 5.49% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 72,721 | 8,061 | 0.01% | 0.01% | 202 | +624 | 0.87% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 72,493 | 8,037 | 0.38% | 0.37% | 203 | +4,337 | 6.36% | Q1 2026 | May 18, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 69,072 | 7,892 | 0.45% | 0.89% | 204 | -59,723 | -46.37% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 70,308 | 7,794 | 0.18% | 0.27% | 205 | -24,452 | -25.8% | Q1 2026 | May 15, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 68,272 | 7,568 | 3.15% | 3.12% | 206 | +4,807 | 7.57% | Q1 2026 | Apr 23, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 67,827 | 7,519 | 0.97% | 0.9% | 207 | -1,481 | -2.14% | Q1 2026 | Apr 22, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 66,329 | 7,353 | 0.53% | 0.54% | 208 | +37,143 | 127.26% | Q1 2026 | May 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 66,266 | 7,346 | 0.52% | 0.57% | 209 | +1,617 | 2.5% | Q1 2026 | May 14, 2026 |
| Keystone Global Partners, LLC | History | Added to | 65,757 | 7,289 | 3.24% | 3.23% | 210 | +3,449 | 5.54% | Q1 2026 | Apr 24, 2026 |
| Essex LLC | History | Reduced | 64,343 | 7,133 | 1.26% | 1.36% | 211 | -820 | -1.26% | Q1 2026 | Apr 24, 2026 |
| Brookstone Capital Management | History | Reduced | 63,922 | 7,086 | 0.08% | 0.09% | 212 | -5,797 | -8.31% | Q1 2026 | Apr 16, 2026 |
| FORBES J M & CO LLP | History | No change | 63,576 | 7,048 | 0.6% | 0.61% | 213 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 62,019 | 6,875 | 0.16% | 0.13% | 214 | +38,686 | 165.8% | Q1 2026 | Apr 27, 2026 |
| Sharper & Granite LLC | History | Added to | 61,028 | 6,765 | 2.31% | 2.5% | 215 | +805 | 1.34% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 60,368 | 6,692 | 0.0% | 0.0% | 216 | +25,188 | 71.6% | Q1 2026 | May 15, 2026 |
| Client First Capital LLC | History | Reduced | 60,331 | 6,688 | 2.9% | 4.31% | 217 | -26,475 | -30.5% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Added to | 60,263 | 6,680 | 0.24% | 0.27% | 218 | +9,617 | 18.99% | Q1 2026 | May 19, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 59,599 | 6,607 | 0.05% | 0.08% | 219 | +990 | 1.69% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 58,622 | 6,498 | 0.0% | 0.0% | 220 | +3,753 | 6.84% | Q1 2026 | Apr 30, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 57,246 | 6,346 | 3.45% | 3.38% | 221 | +4,976 | 9.52% | Q1 2026 | May 15, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 57,048 | 6,324 | 3.69% | 3.43% | 222 | -1,165 | -2.0% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Added to | 57,016 | 6,321 | 0.19% | 0.2% | 223 | +607 | 1.08% | Q1 2026 | Apr 06, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 56,886 | 6,306 | 1.21% | 1.26% | 224 | +777 | 1.38% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 55,751 | 6,227 | 0.01% | 0.01% | 225 | -31,943 | -36.43% | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | New | 55,080 | 6,106 | 0.02% | — | 226 | +55,080 | New | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 55,006 | 6,097 | 0.07% | 0.01% | 227 | +51,186 | 1339.95% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 53,637 | 5,946 | 0.02% | 0.03% | 228 | -2,420 | -4.32% | Q1 2026 | May 11, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 53,790 | 5,902 | 0.04% | 0.58% | 229 | -655,180 | -92.41% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 52,377 | 5,806 | 1.81% | 1.77% | 230 | +3,998 | 8.26% | Q1 2026 | May 01, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 51,770 | 5,769 | 1.6% | 1.76% | 231 | +237 | 0.46% | Q1 2026 | Apr 08, 2026 |
| Roundview Capital LLC | History | Added to | 51,955 | 5,759 | 0.36% | 0.37% | 232 | +222 | 0.43% | Q1 2026 | May 08, 2026 |
| High Note Wealth, LLC | History | Reduced | 51,892 | 5,752 | 1.13% | 1.21% | 233 | -538 | -1.03% | Q1 2026 | May 11, 2026 |
| Bonfire Financial | History | Added to | 51,369 | 5,694 | 4.28% | 4.47% | 234 | +555 | 1.09% | Q1 2026 | May 06, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 50,858 | 5,638 | 1.61% | 1.64% | 235 | +2,179 | 4.48% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 50,566 | 5,605 | 1.63% | 1.75% | 236 | -318 | -0.62% | Q1 2026 | Apr 20, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 49,958 | 5,538 | 0.13% | 0.15% | 237 | -4,277 | -7.89% | Q1 2026 | May 12, 2026 |
| Estate Counselors, LLC | History | Reduced | 49,754 | 5,515 | 0.49% | 0.82% | 238 | -33,467 | -40.21% | Q1 2026 | May 15, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 50,892 | 5,505 | 0.27% | 0.25% | 239 | +9,623 | 23.32% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 48,993 | 5,431 | 0.07% | 0.09% | 240 | -750 | -1.51% | Q1 2026 | May 01, 2026 |
| Alliance Private Wealth, LLC | History | Reduced | 48,730 | 5,402 | 1.94% | 2.01% | 241 | -363 | -0.74% | Q1 2026 | May 13, 2026 |
| Talon Private Wealth, LLC | History | New | 48,725 | 5,401 | 0.72% | — | 242 | +48,725 | New | Q1 2026 | May 15, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 48,688 | 5,397 | 2.09% | 1.31% | 243 | +20,351 | 71.82% | Q1 2026 | Apr 08, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 48,590 | 5,386 | 6.65% | 6.01% | 244 | +7,201 | 17.4% | Q1 2026 | May 14, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 48,685 | 5,256 | 0.22% | 0.16% | 245 | +23,910 | 96.51% | Q1 2026 | Apr 27, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 47,091 | 5,220 | 0.11% | 0.12% | 246 | -61 | -0.13% | Q1 2026 | May 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 46,961 | 5,206 | 0.57% | 0.57% | 247 | +2,411 | 5.41% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 46,916 | 5,201 | 0.0% | 0.0% | 248 | -7,480 | -13.75% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 46,226 | 5,124 | 0.03% | 0.04% | 249 | -9,129 | -16.49% | Q1 2026 | Apr 30, 2026 |
| Monument Capital Management | History | Added to | 46,033 | 5,103 | 1.28% | 1.34% | 250 | +161 | 0.35% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 45,604 | 5,055 | 0.09% | 0.1% | 251 | -269 | -0.59% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 45,423 | 5,035 | 0.0% | 0.0% | 252 | -191 | -0.42% | Q1 2026 | May 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 45,300 | 5,021 | 1.26% | 1.31% | 253 | -1,006 | -2.17% | Q1 2026 | Apr 28, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Added to | 46,100 | 5,013 | 5.79% | 1.8% | 254 | +30,700 | 199.35% | Q1 2026 | Apr 30, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 45,194 | 5,010 | 0.67% | 0.72% | 255 | -250 | -0.55% | Q1 2026 | May 15, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 44,843 | 4,971 | 2.12% | 2.06% | 256 | +2,294 | 5.39% | Q1 2026 | May 15, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 44,115 | 4,890 | 0.19% | 0.2% | 257 | -2,773 | -5.91% | Q1 2026 | Apr 16, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 43,035 | 4,770 | 2.05% | 2.39% | 258 | -364 | -0.84% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 43,013 | 4,768 | 0.01% | 0.02% | 259 | -22,660 | -34.5% | Q1 2026 | May 13, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 42,917 | 4,757 | 0.56% | 1.0% | 260 | -27,537 | -39.09% | Q1 2026 | Apr 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 42,121 | 4,683 | 0.01% | 0.02% | 261 | +10,280 | 32.29% | Q1 2026 | May 12, 2026 |
| Cooksen Wealth, LLC | History | Added to | 42,027 | 4,659 | 3.38% | 3.44% | 262 | +2,023 | 5.06% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Reduced | 42,024 | 4,658 | 0.11% | 0.12% | 263 | -4,963 | -10.56% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Added to | 41,406 | 4,590 | 0.3% | 0.38% | 264 | +673 | 1.65% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 41,065 | 4,552 | 0.01% | 0.01% | 265 | -274 | -0.66% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 41,012 | 4,546 | 0.17% | 0.2% | 266 | -3,866 | -8.61% | Q1 2026 | May 14, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 40,790 | 4,521 | 3.34% | 3.2% | 267 | -512 | -1.24% | Q1 2026 | Apr 16, 2026 |
| Banque Transatlantique SA | History | New | 40,195 | 4,456 | 0.11% | — | 268 | +40,195 | New | Q1 2026 | May 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 40,188 | 4,455 | 0.55% | 0.55% | 269 | +3,023 | 8.13% | Q1 2026 | Apr 27, 2026 |
| Friedenthal Financial | History | Added to | 40,007 | 4,435 | 2.22% | 2.42% | 270 | +85 | 0.21% | Q1 2026 | Apr 20, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 39,765 | 4,408 | 0.47% | 0.47% | 271 | +382 | 0.97% | Q1 2026 | Apr 21, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 37,148 | 4,373 | 1.37% | 1.37% | 272 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 39,409 | 4,368 | 0.14% | — | 273 | +39,409 | New | Q1 2026 | May 11, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 39,293 | 4,356 | 0.88% | 0.92% | 274 | -1 | -0.0% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 39,163 | 4,341 | 0.06% | 0.06% | 275 | +4,876 | 14.22% | Q1 2026 | May 13, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 36,471 | 4,293 | 0.91% | 0.91% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 38,701 | 4,290 | 0.58% | 0.6% | 277 | -1,794 | -4.43% | Q1 2026 | May 14, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 38,021 | 4,215 | 1.01% | 0.7% | 278 | +11,502 | 43.37% | Q1 2026 | Apr 20, 2026 |
| STEPHENS INC /AR/ | History | Added to | 37,949 | 4,206 | 0.05% | 0.05% | 279 | +1,958 | 5.44% | Q1 2026 | Apr 28, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 37,930 | 4,204 | 2.84% | 3.13% | 280 | -4,850 | -11.34% | Q1 2026 | May 14, 2026 |
| Matrix Trust Co | History | Added to | 37,776 | 4,188 | 0.7% | 0.71% | 281 | +1,339 | 3.67% | Q1 2026 | Apr 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 36,565 | 4,053 | 0.35% | 0.41% | 282 | -4,748 | -11.49% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 36,472 | 4,043 | 0.09% | 0.27% | 283 | -69,374 | -65.54% | Q1 2026 | May 01, 2026 |
| Attessa Capital LLC | History | Added to | 36,449 | 4,040 | 2.2% | 2.28% | 284 | +1,028 | 2.9% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 36,087 | 4,000 | 0.05% | 0.07% | 285 | -6,110 | -14.48% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 36,049 | 3,996 | 0.18% | 0.22% | 286 | -7,001 | -16.26% | Q1 2026 | Apr 21, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 35,994 | 3,990 | 3.82% | 3.94% | 287 | +296 | 0.83% | Q1 2026 | Apr 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 35,766 | 3,964 | 0.14% | 0.13% | 288 | +4,799 | 15.5% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 35,739 | 3,954 | 0.35% | 0.34% | 289 | +2,883 | 8.77% | Q1 2026 | May 11, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 35,365 | 3,920 | 0.45% | 0.52% | 290 | -2,367 | -6.27% | Q1 2026 | Apr 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 35,271 | 3,910 | 1.48% | 1.47% | 291 | +1,132 | 3.32% | Q1 2026 | May 11, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 34,895 | 3,868 | 1.05% | 1.18% | 292 | -871 | -2.44% | Q1 2026 | Apr 29, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 34,795 | 3,857 | 0.19% | 0.2% | 293 | -404 | -1.15% | Q1 2026 | May 07, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 34,685 | 3,845 | 2.28% | 2.98% | 294 | -40 | -0.12% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 34,282 | 3,800 | 0.1% | 0.1% | 295 | +1,979 | 6.13% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 34,197 | 3,791 | 0.0% | 0.0% | 296 | -5,817 | -14.54% | Q1 2026 | May 05, 2026 |
| Simmons Bank | History | Reduced | 33,749 | 3,741 | 0.25% | 0.32% | 297 | -6,574 | -16.3% | Q1 2026 | Apr 23, 2026 |
| LightSquare Wealth Management, LLC | History | New | 33,458 | 3,709 | 2.78% | — | 298 | +33,458 | New | Q1 2026 | May 11, 2026 |
| Nelson Capital Management, LLC | History | Added to | 33,319 | 3,693 | 0.45% | 0.45% | 299 | +565 | 1.72% | Q1 2026 | May 06, 2026 |
| SYON CAPITAL LLC | History | Added to | 33,102 | 3,669 | 0.18% | 0.19% | 300 | +132 | 0.4% | Q1 2026 | May 13, 2026 |