SELECT SECTOR SPDR TRUST - XLF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 144,985,688 | 7,011,507 | 0.45% | 0.33% | 1 | +48,607,893 | 50.43% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 85,978,579 | 4,244,762 | 0.31% | 0.32% | 2 | +5,364,413 | 6.65% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 50,071,096 | 2,472,010 | 0.47% | 0.44% | 3 | +6,055,290 | 13.76% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 49,944,851 | 2,465,777 | 1.03% | 0.82% | 4 | +14,297,600 | 40.11% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 49,750,375 | 2,456,176 | 0.15% | 0.13% | 5 | +8,827,113 | 21.57% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,625,378 | 2,400,634 | 0.27% | 0.27% | 6 | +5,377,090 | 12.43% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 45,981,205 | 2,270,092 | 0.37% | 0.13% | 7 | +30,696,633 | 200.83% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 45,401,315 | 2,241,462 | 0.26% | 0.19% | 8 | +16,923,008 | 59.42% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 35,103,224 | 1,733,046 | 0.26% | 0.25% | 9 | +7,441,791 | 26.9% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 34,862,527 | 1,721,162 | 0.22% | 0.31% | 10 | -2,651,050 | -7.07% | Q1 2026 | May 12, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 32,277,979 | 1,683,450 | 4.37% | 3.13% | 11 | +3,326,378 | 11.49% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 24,931,897 | 1,230,887 | 0.52% | 0.65% | 12 | -2,037,864 | -7.56% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 24,064,773 | 1,188,077 | 0.32% | 0.41% | 13 | -1,336,454 | -5.26% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 20,178,033 | 996,189 | 0.26% | 0.32% | 14 | -1,547,590 | -7.12% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 18,337,260 | 905,310 | 0.16% | 0.19% | 15 | -2,611,519 | -12.47% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 16,174,693 | 798,544 | 0.25% | 0.28% | 16 | -113,897 | -0.7% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 13,633,666 | 673,094 | 1.25% | 0.96% | 17 | +4,183,392 | 44.27% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 12,997,200 | 641,671 | 1.12% | 1.37% | 18 | +200,822 | 1.57% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 9,352,498 | 535,859 | 0.12% | 0.14% | 19 | -1,979,696 | -17.47% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 10,820,885 | 534,227 | 0.13% | 0.1% | 20 | +3,298,327 | 43.85% | Q1 2026 | May 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 9,944,337 | 490,951 | 2.6% | 1.8% | 21 | +3,627,417 | 57.42% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,792,228 | 483,442 | 0.65% | 0.73% | 22 | -191,515 | -1.92% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 768,220 | 462,486 | 0.22% | 0.18% | 23 | -586,585 | -43.3% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,254,845 | 456,912 | 1.13% | 1.15% | 24 | +79,955 | 0.87% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 8,365,717 | 413,015 | 0.46% | 0.77% | 25 | -4,011,147 | -32.41% | Q1 2026 | May 14, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 7,763,625 | 383,290 | 9.25% | 10.15% | 26 | -195,832 | -2.46% | Q1 2026 | Apr 22, 2026 |
| Jain Global LLC | History | Added to | 6,556,201 | 323,679 | 1.34% | 1.18% | 27 | +2,112,101 | 47.53% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 5,161,736 | 254,834 | 0.21% | 0.04% | 28 | +4,610,406 | 836.23% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 5,005,371 | 247,115 | 3.86% | 8.16% | 29 | -5,085,812 | -50.4% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 4,989,600 | 246,336 | 0.29% | 0.32% | 30 | -491,458 | -8.97% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | Reduced | 4,888,847 | 241,362 | 9.01% | 14.66% | 31 | -2,622,623 | -34.91% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 4,484,400 | 221,394 | 0.28% | 0.14% | 32 | +2,166,200 | 93.44% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 4,305,026 | 212,539 | 0.01% | 0.01% | 33 | -19,767 | -0.46% | Q1 2026 | May 15, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 4,000,666 | 197,512 | 0.32% | — | 34 | +4,000,666 | New | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Added to | 3,895,941 | 192,342 | 0.28% | 0.02% | 35 | +3,663,304 | 1574.69% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,840,838 | 189,638 | 0.28% | 0.4% | 36 | -1,217,589 | -24.07% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 3,302,334 | 163,036 | 1.79% | 3.46% | 37 | -2,167,171 | -39.62% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,272,285 | 161,552 | 0.45% | 0.56% | 38 | -918,604 | -21.92% | Q1 2026 | May 04, 2026 |
| MARSHALL WACE, LLP | History | Added to | 3,266,800 | 161,281 | 0.16% | 0.09% | 39 | +1,547,491 | 90.01% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Added to | 3,255,718 | 160,734 | 1.04% | 0.1% | 40 | +2,791,254 | 600.96% | Q1 2026 | May 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 3,196,000 | 157,787 | 0.95% | 1.13% | 41 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 2,966,130 | 146,437 | 0.66% | 0.33% | 42 | +807,740 | 37.42% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Added to | 2,884,300 | 142,397 | 0.33% | 0.12% | 43 | +1,702,800 | 144.12% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 2,873,400 | 141,859 | 0.15% | 0.16% | 44 | +55,300 | 1.96% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,848,275 | 140,619 | 0.09% | 0.09% | 45 | +25,036 | 0.89% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 2,832,358 | 139,833 | 1.24% | — | 46 | +2,832,358 | New | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 2,812,087 | 138,832 | 0.23% | 0.33% | 47 | -1,410,999 | -33.41% | Q1 2026 | May 08, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 2,737,442 | 135,147 | 0.64% | 0.71% | 48 | -32,000 | -1.16% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,716,310 | 134,104 | 0.21% | 0.11% | 49 | +1,396,500 | 105.81% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,652,727 | 130,965 | 0.14% | 0.18% | 50 | -290,602 | -9.87% | Q1 2026 | May 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 2,619,257 | 129,312 | 6.97% | 5.13% | 51 | +832,728 | 46.61% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,523,428 | 124,581 | 0.11% | 0.13% | 52 | -201,744 | -7.4% | Q1 2026 | May 12, 2026 |
| NATIXIS | History | Added to | 2,512,480 | 124,041 | 0.44% | 0.0% | 53 | +2,509,864 | 95942.81% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 2,500,752 | 123,462 | 0.0% | 0.0% | 54 | +650,294 | 35.14% | Q1 2026 | May 13, 2026 |
| Unisphere Establishment | History | Added to | 2,500,000 | 123,425 | 1.04% | 0.53% | 55 | +1,200,000 | 92.31% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 2,379,814 | 117,491 | 0.21% | 0.02% | 56 | +2,107,784 | 774.84% | Q1 2026 | May 14, 2026 |
| Phoenix Financial Ltd. | History | Added to | 2,302,381 | 113,667 | 1.08% | 0.78% | 57 | +983,239 | 74.54% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,230,439 | 110,116 | 0.12% | 0.14% | 58 | -42,717 | -1.88% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,091,755 | 103,269 | 0.01% | 0.02% | 59 | -98,355 | -4.49% | Q1 2026 | May 14, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 2,051,300 | 101,272 | 0.27% | 0.23% | 60 | -1,128,800 | -35.5% | Q1 2026 | May 15, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 2,006,476 | 99,059 | 8.1% | 8.24% | 61 | +85,325 | 4.44% | Q1 2026 | Apr 16, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 1,976,935 | 97,601 | 0.26% | 0.16% | 62 | +697,306 | 54.49% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 1,929,097 | 95,239 | 0.43% | 0.49% | 63 | -135,942 | -6.58% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,917,275 | 94,655 | 0.17% | 0.19% | 64 | +21,093 | 1.11% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,907,315 | 94,164 | 2.57% | 1.93% | 65 | +615,934 | 47.7% | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 1,893,809 | 93,497 | 0.81% | 2.19% | 66 | -2,750,865 | -59.23% | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,838,083 | 90,746 | 1.84% | 1.92% | 67 | +100,834 | 5.8% | Q1 2026 | Apr 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 1,826,977 | 90,197 | 0.31% | 0.08% | 68 | +1,359,527 | 290.84% | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | Added to | 1,825,469 | 90,123 | 0.03% | 0.02% | 69 | +703,576 | 62.71% | Q1 2026 | May 15, 2026 |
| Saudi Central Bank | History | No change | 1,717,269 | 84,781 | 1.79% | 3.51% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 1,710,770 | 84,460 | 0.29% | 0.15% | 71 | +885,770 | 107.37% | Q1 2026 | May 13, 2026 |
| Main Management LLC | History | Reduced | 1,703,866 | 84,120 | 6.12% | 8.07% | 72 | -343,435 | -16.78% | Q1 2026 | May 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 1,700,000 | 83,929 | 0.13% | 0.02% | 73 | +1,450,000 | 580.0% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,613,260 | 79,646 | 0.15% | 0.12% | 74 | +349,728 | 27.68% | Q1 2026 | May 01, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Reduced | 1,559,062 | 76,970 | 17.35% | 26.88% | 75 | -1,291,929 | -45.32% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | Added to | 1,502,133 | 74,160 | 0.13% | 0.01% | 76 | +1,445,302 | 2543.16% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 1,489,991 | 73,560 | 0.5% | 0.07% | 77 | +1,224,171 | 460.53% | Q1 2026 | May 07, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,486,023 | 73,421 | 2.34% | 2.55% | 78 | +152,440 | 11.43% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,479,662 | 73,050 | 0.1% | 0.11% | 79 | -57,589 | -3.75% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,448,784 | 71,526 | 0.03% | 2.43% | 80 | -126,866,565 | -98.87% | Q1 2026 | May 13, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Reduced | 1,436,292 | 70,909 | 4.65% | 5.78% | 81 | -181,730 | -11.23% | Q1 2026 | May 06, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,405,645 | 69,396 | 0.61% | 0.93% | 82 | -323,101 | -18.69% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 1,389,659 | 68,627 | 0.55% | — | 83 | +1,389,659 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,331,869 | 65,754 | 0.04% | 0.04% | 84 | +8,012 | 0.61% | Q1 2026 | May 08, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 1,320,070 | 65,171 | 1.72% | 1.75% | 85 | +118,647 | 9.88% | Q1 2026 | Apr 16, 2026 |
| STATE STREET CORP | History | Reduced | 1,194,323 | 58,963 | 0.0% | 0.0% | 86 | -176,169 | -12.85% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 1,180,115 | 58,262 | 0.27% | 0.31% | 87 | +215,652 | 22.36% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 1,135,914 | 56,080 | 0.82% | 0.95% | 88 | -643 | -0.06% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,119,263 | 55,257 | 0.1% | 0.16% | 89 | -393,286 | -26.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,107,430 | 54,673 | 0.07% | 0.08% | 90 | -131,635 | -10.62% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 1,094,006 | 54,011 | 0.11% | 0.12% | 91 | +57,902 | 5.59% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,092,023 | 53,913 | 0.14% | 0.17% | 92 | -75,894 | -6.5% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 1,088,922 | 53,760 | 0.09% | 0.28% | 93 | -2,056,762 | -65.38% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,087,508 | 53,690 | 0.1% | 0.12% | 94 | +404,954 | 59.33% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,085,948 | 53,518 | 0.03% | 0.03% | 95 | +37,112 | 3.54% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Reduced | 1,020,232 | 50,369 | 0.07% | 0.08% | 96 | -15,767 | -1.52% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,000,721 | 49,405 | 0.07% | 0.08% | 97 | +10,259 | 1.04% | Q1 2026 | May 15, 2026 |
| BlueCrest Capital Management Ltd | History | Reduced | 1,000,000 | 49,370 | 2.92% | 2.15% | 98 | -305,000 | -23.37% | Q1 2026 | May 15, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 919,245 | 45,383 | 2.8% | 2.94% | 99 | +33,562 | 3.79% | Q1 2026 | May 13, 2026 |
| Gradient Investments LLC | History | Added to | 915,406 | 45,193 | 0.7% | 0.75% | 100 | +58,443 | 6.82% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 940,396 | 44,999 | 0.02% | 0.03% | 101 | +74,547 | 8.61% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 907,738 | 44,815 | 0.11% | 0.03% | 102 | +753,444 | 488.32% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 884,922 | 43,750 | 0.41% | 0.36% | 103 | +273,520 | 44.74% | Q1 2026 | Apr 07, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 860,033 | 42,459 | 1.41% | 1.48% | 104 | +16,300 | 1.93% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 764,429 | 41,632 | 0.27% | 0.27% | 105 | +32,327 | 4.42% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 835,764 | 41,262 | 0.32% | 0.41% | 106 | -46,530 | -5.27% | Q1 2026 | Apr 07, 2026 |
| LM Advisors LLC | History | Added to | 1,982 | 40,143 | 0.63% | 0.63% | 107 | +64 | 3.34% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 805,837 | 39,784 | 0.04% | 0.01% | 108 | +636,467 | 375.78% | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 797,861 | 39,390 | 0.01% | 0.0% | 109 | +583,400 | 272.03% | Q1 2026 | May 13, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 765,764 | 37,805 | 7.87% | 8.4% | 110 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 750,222 | 37,038 | 0.17% | 0.23% | 111 | -123,492 | -14.13% | Q1 2026 | Apr 24, 2026 |
| Maven Securities LTD | History | Added to | 740,170 | 36,531 | 0.7% | 0.85% | 112 | +39,000 | 5.56% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 692,599 | 36,035 | 1.16% | 1.08% | 113 | +98,588 | 16.6% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 794,754 | 35,169 | 0.05% | 0.04% | 114 | +70,598 | 9.75% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 677,070 | 33,426 | 0.02% | 0.01% | 115 | +203,740 | 43.04% | Q1 2026 | May 18, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 673,600 | 33,255 | 4.21% | 5.11% | 116 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 669,642 | 33,060 | 5.0% | 5.17% | 117 | +5,838 | 0.88% | Q1 2026 | Apr 10, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 666,678 | 32,913 | 3.35% | 3.19% | 118 | +88,012 | 15.21% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | New | 659,300 | 32,549 | 0.79% | — | 119 | +659,300 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 641,375 | 31,664 | 0.43% | 0.47% | 120 | +41,169 | 6.86% | Q1 2026 | Apr 08, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 640,913 | 31,643 | 3.93% | 4.33% | 121 | +10,346 | 1.64% | Q1 2026 | May 04, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 640,294 | 31,611 | 0.19% | 0.3% | 122 | -394,361 | -38.12% | Q1 2026 | May 13, 2026 |
| Bellwether Advisors, LLC | History | Added to | 639,543 | 31,574 | 5.35% | 0.25% | 123 | +610,632 | 2112.11% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | Added to | 607,524 | 29,993 | 0.22% | 0.01% | 124 | +577,524 | 1925.08% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 598,487 | 29,547 | 0.32% | 0.37% | 125 | +8,956 | 1.52% | Q1 2026 | Apr 20, 2026 |
| Caption Management, LLC | History | Added to | 585,431 | 28,902 | 0.17% | 0.08% | 126 | +385,431 | 192.72% | Q1 2026 | May 15, 2026 |
| Swan Global Investments, LLC | History | Reduced | 571,025 | 28,191 | 0.94% | 1.2% | 127 | -170,695 | -23.01% | Q1 2026 | May 07, 2026 |
| Walleye Capital LLC | History | Added to | 567,853 | 28,034 | 0.12% | 0.06% | 128 | +206,038 | 56.95% | Q1 2026 | May 13, 2026 |
| J. Goldman & Co LP | History | Added to | 561,907 | 27,741 | 0.81% | 0.23% | 129 | +404,926 | 257.95% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 555,269 | 27,414 | 0.35% | 0.39% | 130 | -4,651 | -0.83% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 555,118 | 27,406 | 0.22% | 0.23% | 131 | +196,575 | 54.83% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 546,632 | 26,987 | 0.08% | 0.09% | 132 | -93,232 | -14.57% | Q1 2026 | May 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 546,602 | 26,985 | 1.49% | 0.03% | 133 | +536,771 | 5459.98% | Q1 2026 | Apr 30, 2026 |
| SPINNAKER TRUST | History | Added to | 544,998 | 26,906 | 1.49% | 1.58% | 134 | +7,497 | 1.39% | Q1 2026 | Apr 23, 2026 |
| IMZ Advisory Inc | History | Added to | 542,839 | 26,799 | 10.13% | 10.63% | 135 | +12,824 | 2.42% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 527,397 | 26,037 | 0.02% | 0.02% | 136 | +9,069 | 1.75% | Q1 2026 | May 12, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 500,018 | 25,890 | 5.84% | 6.21% | 137 | +6,629 | 1.34% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 515,335 | 25,441 | 0.03% | 0.03% | 138 | +8,539 | 1.68% | Q1 2026 | May 13, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 509,542 | 25,156 | 1.36% | 1.4% | 139 | +46,234 | 9.98% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 508,753 | 25,117 | 0.07% | 0.06% | 140 | +136,443 | 36.65% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 502,987 | 24,828 | 0.12% | 0.12% | 141 | +87,367 | 21.02% | Q1 2026 | May 15, 2026 |
| JCSD Capital, LLC | History | New | 500,000 | 24,685 | 26.12% | — | 142 | +500,000 | New | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 497,998 | 24,586 | 0.09% | 0.09% | 143 | +98,884 | 24.78% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 482,373 | 23,814 | 0.13% | 0.14% | 144 | +12,273 | 2.61% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Reduced | 482,086 | 23,800 | 0.81% | 0.99% | 145 | -60,028 | -11.07% | Q1 2026 | Apr 22, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 478,395 | 23,618 | 1.38% | 1.41% | 146 | +32,080 | 7.19% | Q1 2026 | Apr 17, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Reduced | 470,998 | 23,253 | 4.6% | 5.78% | 147 | -66,643 | -12.4% | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 467,398 | 23,074 | 0.13% | 0.12% | 148 | +40,103 | 9.39% | Q1 2026 | Apr 15, 2026 |
| Dakota Wealth Management | History | Reduced | 449,867 | 22,209 | 0.48% | 0.73% | 149 | -305,808 | -40.47% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 449,135 | 22,173 | 0.02% | 0.17% | 150 | -2,536,543 | -84.96% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 401,075 | 21,966 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 438,149 | 21,631 | 2.06% | 2.24% | 152 | -4,846 | -1.09% | Q1 2026 | Apr 16, 2026 |
| Bayview Asset Management, LLC | History | Added to | 437,000 | 21,574 | 8.3% | 1.19% | 153 | +342,800 | 363.91% | Q1 2026 | May 15, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 431,723 | 21,314 | 7.73% | 8.39% | 154 | +3,043 | 0.71% | Q1 2026 | May 07, 2026 |
| Wharton Business Group, LLC | History | Reduced | 429,947 | 21,226 | 0.8% | 0.9% | 155 | -3,345 | -0.77% | Q1 2026 | May 07, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 427,308 | 21,096 | 0.59% | 0.82% | 156 | -103,937 | -19.56% | Q1 2026 | May 12, 2026 |
| Volterra Technologies LP | History | Added to | 426,570 | 21,059 | 2.56% | 0.08% | 157 | +412,160 | 2860.24% | Q1 2026 | May 14, 2026 |
| Trek Financial, LLC | History | Reduced | 412,742 | 20,377 | 1.08% | 2.31% | 158 | -316,033 | -43.36% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 411,086 | 20,295 | 0.28% | 0.3% | 159 | -2,345 | -0.57% | Q1 2026 | May 01, 2026 |
| Karpus Management, Inc. | History | Added to | 405,787 | 20,033 | 0.62% | 0.67% | 160 | +6,017 | 1.51% | Q1 2026 | May 14, 2026 |
| Capital Advantage, Inc. | History | Reduced | 405,507 | 20,019 | 2.62% | 3.07% | 161 | -10,267 | -2.47% | Q1 2026 | Apr 10, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 405,309 | 20,010 | 4.36% | 6.28% | 162 | -94,713 | -18.94% | Q1 2026 | May 11, 2026 |
| Clarity Financial LLC | History | Reduced | 402,258 | 19,859 | 2.16% | 2.35% | 163 | -61,495 | -13.26% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 401,596 | 19,826 | 0.27% | 0.08% | 164 | +301,360 | 300.65% | Q1 2026 | May 12, 2026 |
| Rezny Wealth Management, Inc. | History | Added to | 390,550 | 19,281 | 4.15% | 3.81% | 165 | +45,527 | 13.2% | Q1 2026 | May 13, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 385,035 | 19,009 | 1.48% | 0.85% | 166 | +182,816 | 90.4% | Q1 2026 | Apr 29, 2026 |
| Interval Partners, LP | History | Reduced | 367,800 | 18,158 | 0.48% | 0.39% | 167 | -30,600 | -7.68% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 365,625 | 18,050 | 0.09% | 0.11% | 168 | -12,789 | -3.38% | Q1 2026 | May 14, 2026 |
| Keystone Global Partners, LLC | History | Added to | 361,575 | 17,850 | 7.92% | 7.92% | 169 | +32,772 | 9.97% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Reduced | 359,554 | 17,751 | 0.03% | 0.04% | 170 | -17,216 | -4.57% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 355,726 | 17,562 | 0.01% | 0.0% | 171 | +317,647 | 834.18% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 353,373 | 17,446 | 0.07% | 0.08% | 172 | -32,207 | -8.35% | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 350,148 | 17,286 | 1.16% | 3.11% | 173 | -490,815 | -58.36% | Q1 2026 | Apr 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 349,122 | 17,236 | 0.09% | 0.05% | 174 | +184,330 | 111.86% | Q1 2026 | May 13, 2026 |
| Banco Santander, S.A. | History | Added to | 348,933 | 17,226 | 0.14% | 0.06% | 175 | +199,305 | 133.2% | Q1 2026 | May 08, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 344,872 | 17,026 | 3.48% | 3.9% | 176 | +51,423 | 17.52% | Q1 2026 | Apr 13, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 342,356 | 16,902 | 3.55% | 3.76% | 177 | -947 | -0.28% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 337,852 | 16,679 | 0.39% | 0.51% | 178 | -46,470 | -12.09% | Q1 2026 | May 15, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 337,160 | 16,645 | 1.9% | 1.99% | 179 | -714 | -0.21% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 336,549 | 16,615 | 0.12% | 0.13% | 180 | +38,036 | 12.74% | Q1 2026 | Apr 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 334,503 | 16,514 | 0.69% | — | 181 | +334,503 | New | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 321,962 | 15,895 | 0.18% | 0.12% | 182 | +144,909 | 81.84% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 318,493 | 15,723 | 0.08% | 0.1% | 183 | -589 | -0.18% | Q1 2026 | May 08, 2026 |
| WBH ADVISORY INC | History | Reduced | 317,870 | 15,715 | 1.18% | 1.45% | 184 | -38,796 | -10.88% | Q1 2026 | Apr 27, 2026 |
| Carnegie Investment Counsel | History | Reduced | 306,654 | 15,139 | 0.3% | 0.31% | 185 | -1,459 | -0.47% | Q1 2026 | May 01, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 305,814 | 15,098 | 1.57% | 2.75% | 186 | -175,629 | -36.48% | Q1 2026 | Apr 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 304,894 | 15,052 | 0.17% | 0.12% | 187 | +140,168 | 85.09% | Q1 2026 | May 15, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 273,007 | 14,952 | 2.82% | 2.82% | 188 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 302,017 | 14,910 | 0.68% | 0.66% | 189 | +24,650 | 8.89% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 301,446 | 14,882 | 0.02% | 0.03% | 190 | -106,206 | -26.05% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 296,271 | 14,626 | 0.25% | 0.29% | 191 | -18,799 | -5.97% | Q1 2026 | Apr 21, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 293,843 | 14,507 | 0.22% | 0.27% | 192 | -47,607 | -13.94% | Q1 2026 | May 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 293,372 | 14,483 | 0.4% | 0.79% | 193 | -309,488 | -51.34% | Q1 2026 | Apr 21, 2026 |
| SummitTX Capital, L.P. | History | New | 292,257 | 14,428 | 0.45% | — | 194 | +292,257 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 290,350 | 14,334 | 0.04% | 0.05% | 195 | -47,593 | -14.08% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 286,055 | 14,122 | 0.33% | 0.16% | 196 | +226,381 | 379.36% | Q1 2026 | Apr 27, 2026 |
| Meiji Yasuda Life Insurance Co | History | New | 283,649 | 14,003 | 0.48% | — | 197 | +283,649 | New | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 282,597 | 13,951 | 0.06% | 0.08% | 198 | -58,074 | -17.05% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 281,444 | 13,894 | 0.4% | 0.44% | 199 | -987 | -0.35% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 282,115 | 13,871 | 1.24% | 1.36% | 200 | +8,402 | 3.07% | Q1 2026 | May 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 280,937 | 13,869 | 1.11% | 0.08% | 201 | +261,764 | 1365.27% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 327,673 | 13,673 | 0.03% | 0.03% | 202 | -63,462 | -16.23% | Q1 2026 | Apr 08, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 275,674 | 13,610 | 5.28% | 2.42% | 203 | +163,113 | 144.91% | Q1 2026 | Apr 08, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 275,253 | 13,589 | 2.84% | 3.35% | 204 | +2,682 | 0.98% | Q1 2026 | May 05, 2026 |
| FORBES J M & CO LLP | History | No change | 268,854 | 13,273 | 1.12% | 1.19% | 205 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Reduced | 267,971 | 13,229 | 0.07% | 0.1% | 206 | -42,636 | -13.73% | Q1 2026 | May 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 266,154 | 13,140 | 0.35% | 0.86% | 207 | -326,654 | -55.1% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 261,978 | 12,933 | 0.44% | 0.42% | 208 | +40,381 | 18.22% | Q1 2026 | Apr 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 261,167 | 12,893 | 0.01% | 0.01% | 210 | -94,914 | -26.66% | Q1 2026 | May 15, 2026 |
| BANK HAPOALIM BM | History | Reduced | 261,147 | 12,893 | 1.98% | 1.35% | 209 | -22,068 | -7.79% | Q1 2026 | May 04, 2026 |
| Lebenthal Global Advisors, LLC | History | New | 259,703 | 12,821 | 1.86% | — | 211 | +259,703 | New | Q1 2026 | May 14, 2026 |
| HBK INVESTMENTS L P | History | No change | 255,300 | 12,604 | 0.13% | 0.11% | 212 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | History | New | 255,200 | 12,599 | 0.44% | — | 213 | +255,200 | New | Q1 2026 | Apr 22, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 253,435 | 12,512 | 0.52% | 0.55% | 214 | -917 | -0.36% | Q1 2026 | Apr 13, 2026 |
| Tamar Securities, LLC | History | Added to | 252,958 | 12,488 | 1.34% | 1.33% | 215 | +23,572 | 10.28% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 252,440 | 12,463 | 0.44% | 0.44% | 216 | +16,350 | 6.93% | Q1 2026 | May 14, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 248,410 | 12,264 | 0.43% | 0.42% | 217 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 247,965 | 12,242 | 3.44% | 2.5% | 218 | +105,162 | 73.64% | Q1 2026 | May 13, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 247,689 | 12,228 | 0.69% | 0.73% | 219 | +122 | 0.05% | Q1 2026 | Apr 29, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 243,715 | 12,032 | 0.4% | 0.43% | 220 | +7,108 | 3.0% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Reduced | 241,539 | 11,924 | 0.13% | 0.16% | 221 | -18,289 | -7.04% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 238,493 | 11,774 | 0.13% | 0.17% | 222 | -16,056 | -6.31% | Q1 2026 | Apr 23, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 237,926 | 11,746 | 0.27% | 0.92% | 223 | -464,415 | -66.12% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 231,373 | 11,422 | 0.18% | 0.21% | 224 | +1,437 | 0.62% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 231,349 | 11,421 | 0.14% | 0.02% | 225 | +203,583 | 733.21% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 230,677 | 11,388 | 0.06% | 0.08% | 226 | -22,892 | -9.03% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 228,762 | 11,293 | 0.5% | 0.61% | 227 | -9,140 | -3.84% | Q1 2026 | Apr 28, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 227,474 | 11,230 | 0.5% | 0.59% | 228 | -13,481 | -5.59% | Q1 2026 | May 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 227,071 | 11,210 | 0.31% | 0.52% | 229 | -134,090 | -37.13% | Q1 2026 | Apr 28, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 226,097 | 11,162 | 0.97% | 0.99% | 230 | +10,520 | 4.88% | Q1 2026 | Apr 24, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 224,603 | 11,088 | 1.22% | 1.36% | 231 | -3,469 | -1.52% | Q1 2026 | Apr 16, 2026 |
| AlphaCore Capital LLC | History | Reduced | 221,545 | 10,937 | 0.26% | 0.28% | 232 | -6,508 | -2.85% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | New | 220,076 | 10,865 | 0.04% | — | 233 | +220,076 | New | Q1 2026 | May 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 218,768 | 10,800 | 0.99% | 0.85% | 234 | +34,325 | 18.61% | Q1 2026 | Apr 30, 2026 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | History | New | 217,879 | 10,756 | 11.42% | — | 235 | +217,879 | New | Q1 2026 | May 15, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 217,843 | 10,754 | 4.59% | 4.47% | 236 | +19,506 | 9.83% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 213,490 | 10,540 | 0.06% | 0.05% | 237 | -22,727 | -9.62% | Q1 2026 | Apr 29, 2026 |
| Busey Bank | History | Reduced | 213,017 | 10,516 | 0.29% | 0.31% | 238 | -4,036 | -1.86% | Q1 2026 | Apr 28, 2026 |
| AMG National Trust Bank | History | Added to | 211,038 | 10,418 | 0.23% | 0.2% | 239 | +56,624 | 36.67% | Q1 2026 | May 04, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 209,670 | 10,351 | 0.73% | 0.78% | 240 | +18,049 | 9.42% | Q1 2026 | May 14, 2026 |
| Quantitative Investment Management, LLC | History | Reduced | 208,247 | 10,281 | 1.07% | 6.44% | 241 | -1,001,830 | -82.79% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 208,061 | 10,271 | 0.49% | 0.49% | 242 | +23,742 | 12.88% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 207,702 | 10,254 | 0.66% | 1.15% | 243 | -113,567 | -35.35% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 207,297 | 10,235 | 0.16% | 0.25% | 244 | -69,970 | -25.24% | Q1 2026 | Apr 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 200,269 | 9,887 | 0.2% | 0.24% | 245 | -14,142 | -6.6% | Q1 2026 | May 14, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | New | 200,000 | 9,874 | 1.08% | — | 247 | +200,000 | New | Q1 2026 | May 15, 2026 |
| Yarbrough Capital, LLC | History | No change | 200,000 | 9,874 | 0.35% | 0.34% | 246 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 197,594 | 9,755 | 0.04% | 0.05% | 248 | -2,685 | -1.34% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 196,666 | 9,709 | 0.31% | 0.02% | 249 | +186,504 | 1835.31% | Q1 2026 | May 15, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 196,097 | 9,681 | 1.26% | 1.7% | 251 | -43,785 | -18.25% | Q1 2026 | Apr 23, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 196,096 | 9,681 | 1.25% | 1.22% | 250 | -4,934 | -2.45% | Q1 2026 | Apr 22, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 191,970 | 9,477 | 0.91% | 0.94% | 252 | +6,591 | 3.56% | Q1 2026 | May 06, 2026 |
| Everest Financial Group LLC | History | Added to | 191,681 | 9,463 | 1.56% | 1.9% | 253 | +36,707 | 23.69% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 190,505 | 9,405 | 0.1% | 0.02% | 254 | +171,799 | 918.42% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 190,160 | 9,388 | 0.25% | 0.29% | 255 | -13,926 | -6.82% | Q1 2026 | May 14, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 189,641 | 9,363 | 0.2% | 0.23% | 256 | -3,426 | -1.77% | Q1 2026 | May 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 189,547 | 9,357 | 1.03% | 1.13% | 257 | -5,734 | -2.94% | Q1 2026 | Apr 28, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 189,103 | 9,336 | 1.0% | 1.06% | 258 | -2,252 | -1.18% | Q1 2026 | Apr 21, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 186,371 | 9,201 | 1.76% | 1.91% | 259 | +4,362 | 2.4% | Q1 2026 | May 01, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 185,520 | 9,159 | 5.89% | 6.02% | 260 | +11,107 | 6.37% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 184,465 | 9,107 | 0.11% | 0.15% | 261 | -4,744 | -2.51% | Q1 2026 | Apr 23, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 184,456 | 9,106 | 1.04% | 1.19% | 262 | -11,287 | -5.77% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 183,032 | 9,036 | 0.15% | 0.23% | 263 | -37,089 | -16.85% | Q1 2026 | May 18, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 182,342 | 9,002 | 0.27% | 0.14% | 264 | +104,951 | 135.61% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 177,221 | 8,749 | 0.03% | — | 265 | +177,221 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 176,825 | 8,729 | 0.01% | 0.01% | 266 | -64,089 | -26.6% | Q1 2026 | May 07, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 175,055 | 8,642 | 3.59% | 3.67% | 267 | +14,723 | 9.18% | Q1 2026 | Apr 23, 2026 |
| WASHINGTON TRUST Co | History | Added to | 174,848 | 8,632 | 0.29% | 0.22% | 268 | +51,157 | 41.36% | Q1 2026 | Apr 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 173,697 | 8,575 | 0.49% | 1.05% | 269 | -168,762 | -49.28% | Q1 2026 | Apr 20, 2026 |
| IMC-Chicago, LLC | History | New | 173,206 | 8,551 | 0.0% | — | 270 | +173,206 | New | Q1 2026 | May 05, 2026 |
| Essex LLC | History | Added to | 172,522 | 8,517 | 1.5% | 1.67% | 271 | +544 | 0.32% | Q1 2026 | Apr 24, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 172,419 | 8,512 | 5.56% | 6.34% | 272 | -6,596 | -3.68% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 165,774 | 8,509 | 0.48% | 0.88% | 273 | -108,239 | -39.5% | Q1 2026 | Apr 17, 2026 |
| Zuckerman Investment Group, LLC | History | Reduced | 169,125 | 8,349 | 0.78% | 0.83% | 274 | -538 | -0.32% | Q1 2026 | May 15, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 168,241 | 8,306 | 1.29% | 1.53% | 275 | -7,416 | -4.22% | Q1 2026 | Apr 23, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 179,753 | 8,273 | 2.49% | 1.24% | 276 | +101,387 | 129.38% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 167,271 | 8,258 | 0.3% | 0.35% | 277 | +27,014 | 19.26% | Q1 2026 | May 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 166,029 | 8,196 | 0.13% | 0.17% | 278 | +17,296 | 11.63% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 165,786 | 8,184 | 0.3% | 0.27% | 279 | +35,781 | 27.52% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 148,851 | 8,152 | 0.49% | 0.49% | 280 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 163,981 | 8,095 | 0.18% | 0.22% | 281 | -13,639 | -7.68% | Q1 2026 | May 15, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 163,942 | 8,093 | 2.72% | 2.88% | 282 | +2,909 | 1.81% | Q1 2026 | Apr 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 146,042 | 8,022 | 1.24% | 1.24% | 283 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 161,036 | 7,950 | 0.02% | 0.03% | 284 | +8,579 | 5.63% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 157,479 | 7,774 | 0.04% | 0.03% | 285 | +74,355 | 89.45% | Q1 2026 | May 15, 2026 |
| Sierra Capital LLC | History | Added to | 156,745 | 7,738 | 0.84% | 0.91% | 286 | +13 | 0.01% | Q1 2026 | May 15, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 155,448 | 7,674 | 0.61% | 0.65% | 287 | -2,512 | -1.59% | Q1 2026 | Apr 17, 2026 |
| McAlister, Sweet & Associates, Inc. | History | New | 154,767 | 7,640 | 4.76% | — | 288 | +154,767 | New | Q1 2026 | Apr 02, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 154,501 | 7,627 | 0.25% | 0.28% | 289 | -194 | -0.13% | Q1 2026 | May 14, 2026 |
| Sharper & Granite LLC | History | Added to | 153,941 | 7,600 | 2.6% | 2.5% | 290 | +24,115 | 18.57% | Q1 2026 | Apr 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 153,775 | 7,591 | 0.07% | 0.08% | 291 | -300 | -0.19% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 152,218 | 7,515 | 0.1% | 0.12% | 292 | +2,915 | 1.95% | Q1 2026 | May 15, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 151,983 | 7,503 | 2.08% | 2.4% | 293 | -418 | -0.27% | Q1 2026 | Apr 27, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 151,333 | 7,471 | 0.59% | 0.76% | 294 | -28,958 | -16.06% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 151,211 | 7,465 | 0.06% | 0.08% | 295 | -36,461 | -19.43% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 149,315 | 7,372 | 0.02% | 0.05% | 296 | -2,802 | -1.84% | Q1 2026 | May 12, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 148,483 | 7,330 | 0.91% | 0.04% | 297 | +143,302 | 2765.91% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Reduced | 147,503 | 7,282 | 0.2% | 0.29% | 298 | -43,160 | -22.64% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 147,464 | 7,280 | 0.09% | 0.1% | 299 | +2,511 | 1.73% | Q1 2026 | Apr 20, 2026 |
| 5th Street Advisors, LLC | History | Added to | 145,332 | 7,175 | 3.09% | 3.57% | 300 | +5,918 | 4.24% | Q1 2026 | May 04, 2026 |