INVESCO EXCHANGE-TRADED FUND TRUST - XLG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 9,990,301 | 544,970 | 0.14% | 0.19% | 1 | -1,564,055 | -13.54% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 6,506,378 | 354,922 | 0.02% | 0.02% | 2 | -471,231 | -6.75% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,506,546 | 191,282 | 0.04% | 0.04% | 3 | -305,771 | -8.02% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,226,423 | 176,001 | 0.01% | 0.02% | 4 | -1,218,934 | -27.42% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,855,522 | 155,768 | 0.05% | 0.05% | 5 | +126,037 | 4.62% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,698,584 | 147,208 | 0.22% | 0.25% | 6 | -139,646 | -4.92% | Q1 2026 | May 15, 2026 |
| Principle Wealth Partners LLC | History | Added to | 2,552,987 | 139,265 | 7.96% | 8.23% | 7 | +85,970 | 3.48% | Q1 2026 | May 07, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 2,071,676 | 113,009 | 4.09% | 4.48% | 8 | +53,884 | 2.67% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Reduced | 1,849,717 | 100,902 | 0.02% | 0.02% | 9 | -11,028 | -0.59% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,622,195 | 88,425 | 0.02% | 0.02% | 10 | -95,058 | -5.54% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,569,561 | 85,619 | 0.02% | 0.02% | 11 | -81,556 | -4.94% | Q1 2026 | May 15, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 1,564,330 | 85,334 | 7.43% | 7.31% | 12 | +100,114 | 6.84% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,445,107 | 79,350 | 0.16% | 0.19% | 13 | -974,833 | -40.28% | Q1 2026 | Apr 08, 2026 |
| Lido Advisors, LLC | History | Added to | 1,327,458 | 72,412 | 0.22% | 0.22% | 14 | +77,171 | 6.17% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,190,851 | 64,960 | 0.02% | 0.03% | 15 | -790,555 | -39.9% | Q1 2026 | May 04, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,099,124 | 59,957 | 2.31% | 2.56% | 16 | +24,787 | 2.31% | Q1 2026 | Apr 28, 2026 |
| Austin Private Wealth, LLC | History | No change | 985,939 | 58,446 | 4.34% | 4.34% | 17 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Invesco Ltd. | History | Reduced | 1,010,100 | 55,100 | 0.01% | 0.01% | 18 | -23,725 | -2.29% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,006,728 | 54,917 | 0.05% | 0.05% | 19 | +61,201 | 6.47% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 898,421 | 49,008 | 0.05% | 0.05% | 20 | +180,168 | 25.08% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 874,839 | 47,722 | 0.44% | 0.66% | 21 | -12,040 | -1.36% | Q1 2026 | May 06, 2026 |
| Demars Financial Group, LLC | History | Reduced | 775,044 | 42,278 | 13.92% | 15.77% | 22 | -20,054 | -2.52% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 740,807 | 40,411 | 0.11% | 0.12% | 23 | -122,111 | -14.15% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 758,507 | 40,140 | 0.02% | 0.02% | 24 | +133,210 | 21.3% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 715,419 | 39,026 | 0.0% | 0.0% | 25 | +278,728 | 63.83% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 733,408 | 38,745 | 0.0% | 0.01% | 26 | -3,107,643 | -80.91% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 704,917 | 38,453 | 1.05% | 0.43% | 27 | +462,793 | 191.14% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 692,477 | 37,774 | 0.04% | 0.05% | 28 | -73,620 | -9.61% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 654,624 | 35,958 | 0.34% | 0.17% | 29 | +383,193 | 141.18% | Q1 2026 | Apr 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 657,981 | 35,892 | 0.17% | 0.2% | 30 | -58,999 | -8.23% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Added to | 597,334 | 32,584 | 0.01% | 0.01% | 31 | +167,343 | 38.92% | Q1 2026 | May 11, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 582,044 | 31,750 | 9.24% | 10.06% | 32 | +14,391 | 2.54% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 570,840 | 31,156 | 0.19% | 0.2% | 33 | -2,232 | -0.39% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 485,942 | 26,508 | 0.1% | 0.11% | 34 | +14,987 | 3.18% | Q1 2026 | Apr 30, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 460,984 | 25,146 | 4.41% | — | 35 | +460,984 | New | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 450,103 | 24,553 | 0.04% | 0.05% | 36 | -110,696 | -19.74% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 449,000 | 24,492 | 0.01% | 0.06% | 37 | +98,000 | 27.92% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 383,897 | 22,757 | 0.4% | 0.4% | 38 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 409,644 | 22,346 | 0.25% | 0.29% | 39 | -21,464 | -4.98% | Q1 2026 | Apr 28, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 389,962 | 21,272 | 5.08% | 5.67% | 40 | +21,090 | 5.72% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 357,860 | 21,213 | 0.14% | 0.13% | 41 | +25,522 | 7.68% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 365,616 | 19,944 | 0.01% | 0.05% | 42 | -861,447 | -70.2% | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 359,458 | 19,608 | 0.1% | 0.11% | 43 | -2,968 | -0.82% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 356,650 | 19,455 | 2.44% | 3.83% | 44 | +16,144 | 4.74% | Q1 2026 | May 18, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 337,753 | 18,424 | 5.57% | 8.29% | 45 | -130,592 | -27.88% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 317,124 | 17,299 | 0.02% | 0.03% | 46 | -42,627 | -11.85% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 303,848 | 16,575 | 0.04% | 0.06% | 47 | -54,485 | -15.21% | Q1 2026 | Apr 30, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 292,992 | 15,982 | 0.94% | 1.01% | 48 | -1,645 | -0.56% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 288,519 | 15,738 | 0.58% | 1.17% | 49 | -233,255 | -44.7% | Q1 2026 | May 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 253,123 | 13,807 | 1.86% | 2.01% | 50 | +480 | 0.19% | Q1 2026 | May 15, 2026 |
| Cyr Financial Inc. | History | Added to | 250,019 | 13,638 | 8.03% | 8.54% | 51 | +19,082 | 8.26% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 237,167 | 12,937 | 0.1% | 0.26% | 52 | -130,139 | -35.43% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 235,828 | 12,864 | 0.13% | 0.12% | 53 | +26,311 | 12.56% | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 228,995 | 12,491 | 0.75% | 0.72% | 54 | +23,992 | 11.7% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 225,383 | 12,294 | 0.07% | 0.33% | 55 | -807,242 | -78.17% | Q1 2026 | May 05, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 222,205 | 12,121 | 6.38% | 6.54% | 56 | +6,581 | 3.05% | Q1 2026 | Apr 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 215,811 | 11,772 | 0.56% | 0.55% | 57 | +12,715 | 6.26% | Q1 2026 | May 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 213,450 | 11,643 | 0.01% | — | 58 | +213,450 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 208,149 | 11,354 | 0.14% | 0.22% | 59 | -44,819 | -17.72% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 206,106 | 11,243 | 0.02% | 0.03% | 60 | -100,676 | -32.82% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Added to | 204,418 | 11,150 | 5.36% | 5.17% | 61 | +3,290 | 1.64% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 191,479 | 10,445 | 0.02% | 0.03% | 62 | -128,856 | -40.23% | Q1 2026 | May 14, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 172,963 | 10,101 | 2.28% | 2.31% | 63 | +3,444 | 2.03% | Q1 2026 | Apr 15, 2026 |
| JSF Financial, LLC | History | Added to | 179,305 | 9,781 | 1.92% | 2.04% | 64 | +13,372 | 8.06% | Q1 2026 | May 07, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 175,102 | 9,551 | 1.91% | 2.5% | 65 | -25,983 | -12.92% | Q1 2026 | Apr 14, 2026 |
| Seros Financial, LLC | History | Added to | 172,669 | 9,419 | 6.0% | 5.61% | 66 | +11,310 | 7.01% | Q1 2026 | May 05, 2026 |
| Vision Retirement, LLC | History | Added to | 170,625 | 9,307 | 2.65% | 2.48% | 67 | +14,389 | 9.21% | Q1 2026 | May 07, 2026 |
| KPP Advisory Services LLC | History | Added to | 166,900 | 9,104 | 1.32% | 1.39% | 68 | +5,807 | 3.6% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Added to | 164,652 | 8,981 | 0.14% | 0.16% | 69 | +213 | 0.13% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 163,739 | 8,931 | 0.0% | 0.0% | 70 | +148,239 | 956.38% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 157,863 | 8,611 | 0.1% | 0.11% | 71 | -11,461 | -6.77% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 156,866 | 8,557 | 0.0% | 0.0% | 72 | -5,066 | -3.13% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | New | 153,413 | 8,368 | 0.11% | — | 73 | +153,413 | New | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 150,418 | 8,205 | 0.07% | 0.07% | 74 | -2,334 | -1.53% | Q1 2026 | May 01, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 146,234 | 7,977 | 0.82% | 0.83% | 75 | +2,654 | 1.85% | Q1 2026 | May 11, 2026 |
| M1 Capital Management LLC | History | Added to | 145,576 | 7,941 | 3.66% | 2.17% | 76 | +57,763 | 65.78% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 141,185 | 7,701 | 0.08% | 0.14% | 77 | -61,152 | -30.22% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 139,322 | 7,600 | 0.47% | 0.41% | 78 | -2,999 | -2.11% | Q1 2026 | Apr 28, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 138,803 | 7,571 | 2.01% | 1.95% | 79 | +14,671 | 11.82% | Q1 2026 | Apr 16, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 137,242 | 7,486 | 0.05% | 0.05% | 80 | +1,640 | 1.21% | Q1 2026 | May 05, 2026 |
| TSFG, LLC | History | Reduced | 136,176 | 7,428 | 1.13% | 2.19% | 81 | -110,713 | -44.84% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 128,701 | 7,020 | 0.19% | 0.27% | 82 | -48,593 | -27.41% | Q1 2026 | May 14, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 126,338 | 6,891 | 4.97% | 10.06% | 83 | -105,172 | -45.43% | Q1 2026 | Apr 17, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 117,638 | 6,417 | 0.62% | 0.65% | 84 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 115,055 | 6,276 | 0.01% | 0.04% | 85 | -277,155 | -70.66% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 112,209 | 6,121 | 0.16% | 0.01% | 86 | +106,505 | 1867.2% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 109,490 | 5,972 | 0.29% | 0.74% | 87 | -148,841 | -57.62% | Q1 2026 | May 05, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 100,195 | 5,939 | 1.73% | 1.73% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 107,362 | 5,857 | 0.01% | 0.03% | 89 | -106,862 | -49.88% | Q1 2026 | Apr 22, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 105,864 | 5,774 | 0.4% | 0.34% | 90 | -1,819 | -1.69% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 105,818 | 5,772 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 104,612 | 5,706 | 5.96% | 4.72% | 92 | +24,332 | 30.31% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 100,634 | 5,489 | 0.01% | 0.02% | 93 | +1,669 | 1.69% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 100,046 | 5,457 | 0.21% | 0.21% | 94 | +1,047 | 1.06% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 99,574 | 5,431 | 0.12% | 0.21% | 95 | -64,332 | -39.25% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | Added to | 83,264 | 5,234 | 0.14% | 0.07% | 96 | +56,467 | 210.72% | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 92,005 | 5,018 | 3.48% | 3.72% | 97 | -2,836 | -2.99% | Q1 2026 | Apr 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 91,739 | 5,004 | 0.21% | 0.24% | 98 | -5,659 | -5.81% | Q1 2026 | May 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 84,420 | 5,004 | 4.26% | 4.26% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bawa N Mallick Trust | History | No change | 90,000 | 4,909 | 2.01% | 1.98% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 88,680 | 4,837 | 2.82% | 3.12% | 101 | +3,926 | 4.63% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 85,951 | 4,688 | 0.0% | 0.0% | 102 | +68,698 | 398.18% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 85,617 | 4,670 | 0.08% | 0.1% | 103 | +1,394 | 1.66% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 85,226 | 4,649 | 0.06% | 0.0% | 104 | +80,181 | 1589.32% | Q1 2026 | Apr 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 83,033 | 4,529 | 0.48% | 0.55% | 105 | -3,103 | -3.6% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 81,975 | 4,471 | 0.0% | 0.0% | 106 | +59,675 | 267.6% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 75,088 | 4,466 | 0.29% | 0.03% | 107 | +66,958 | 823.59% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 81,641 | 4,453 | 0.11% | 0.17% | 108 | -32,820 | -28.67% | Q1 2026 | May 11, 2026 |
| Ackerman Asset Management, LLC | History | No change | 80,835 | 4,409 | 3.08% | 3.19% | 109 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 80,521 | 4,392 | 0.99% | 2.36% | 110 | -89,313 | -52.59% | Q1 2026 | Apr 22, 2026 |
| Maia Wealth LLC | History | Reduced | 79,467 | 4,334 | 0.73% | 1.34% | 111 | -58,144 | -42.25% | Q1 2026 | May 08, 2026 |
| Stenger Family Office, LLC | History | Reduced | 77,919 | 4,250 | 0.75% | 0.96% | 112 | -165 | -0.21% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 77,037 | 4,202 | 0.01% | 0.01% | 113 | +11,387 | 17.35% | Q1 2026 | Apr 27, 2026 |
| TRB Wealth Management, LLC | History | New | 75,329 | 4,109 | 0.58% | — | 114 | +75,329 | New | Q1 2026 | May 14, 2026 |
| WealthPoint Financial, LLC | History | No change | 69,239 | 4,104 | 3.57% | 3.57% | 115 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 74,068 | 4,040 | 0.01% | 0.02% | 116 | +4,700 | 6.78% | Q1 2026 | May 13, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 73,156 | 3,990 | 0.71% | 1.79% | 117 | -90,430 | -55.28% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 71,373 | 3,893 | 1.83% | 2.77% | 118 | -34,619 | -32.66% | Q1 2026 | May 14, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 71,143 | 3,880 | 2.73% | 2.74% | 119 | +180 | 0.25% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 70,674 | 3,855 | 0.02% | 0.02% | 120 | +7,470 | 11.82% | Q1 2026 | May 15, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 64,332 | 3,813 | 2.13% | 2.13% | 121 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 69,881 | 3,811 | 0.14% | 0.19% | 122 | -20,931 | -23.05% | Q1 2026 | Apr 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 68,890 | 3,757 | 1.19% | 1.41% | 123 | -164 | -0.24% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 67,073 | 3,658 | 0.02% | 0.03% | 124 | -36,223 | -35.07% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 66,612 | 3,633 | 0.42% | — | 125 | +66,612 | New | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 66,577 | 3,631 | 0.29% | 0.37% | 126 | -13,494 | -16.85% | Q1 2026 | May 13, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 65,663 | 3,581 | 1.49% | 1.56% | 128 | +2,773 | 4.41% | Q1 2026 | Apr 23, 2026 |
| RIA Advisory Group LLC | History | Reduced | 65,654 | 3,581 | 0.85% | 0.95% | 127 | -979 | -1.47% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Wealth | History | Reduced | 65,564 | 3,576 | 0.0% | 0.0% | 129 | -3,072 | -4.48% | Q1 2026 | May 14, 2026 |
| Truvestments Capital LLC | History | Reduced | 65,188 | 3,556 | 0.64% | 0.73% | 130 | -2,844 | -4.18% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 63,767 | 3,478 | 0.0% | 0.02% | 131 | -165,962 | -72.24% | Q1 2026 | May 13, 2026 |
| Summit Financial Consulting LLC | History | Added to | 63,246 | 3,450 | 2.47% | 2.32% | 132 | +9,267 | 17.17% | Q1 2026 | Apr 10, 2026 |
| Apeiron RIA LLC | History | Reduced | 62,422 | 3,405 | 0.79% | 0.94% | 133 | -15,491 | -19.88% | Q1 2026 | Apr 27, 2026 |
| Leo Wealth, LLC | History | Reduced | 62,327 | 3,399 | 0.25% | 0.27% | 134 | -36 | -0.06% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 61,967 | 3,380 | 0.05% | 0.07% | 135 | -19,615 | -24.04% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | No change | 61,636 | 3,362 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 60,395 | 3,294 | 0.13% | 0.11% | 137 | +1,690 | 2.88% | Q1 2026 | May 15, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 59,840 | 3,264 | 0.1% | 0.1% | 138 | +1,814 | 3.13% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 59,775 | 3,260 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 59,280 | 3,233 | 0.13% | — | 140 | +59,280 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 132,842 | 3,204 | 0.15% | 0.05% | 141 | -109,646 | -45.22% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 58,043 | 3,166 | 0.09% | 0.1% | 142 | +2,151 | 3.85% | Q1 2026 | Apr 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 57,836 | 3,154 | 0.07% | 0.16% | 143 | +711 | 1.24% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 57,760 | 3,150 | 0.03% | 0.05% | 144 | +825 | 1.45% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Reduced | 57,343 | 3,128 | 2.89% | 3.38% | 145 | -4,708 | -7.59% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Added to | 56,868 | 3,102 | 0.0% | 0.0% | 146 | +4,894 | 9.42% | Q1 2026 | May 15, 2026 |
| Centennial Bank/AR/ | History | Added to | 56,600 | 3,087 | 1.11% | 1.27% | 147 | +2,850 | 5.3% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | Reduced | 55,526 | 3,028 | 0.11% | 0.44% | 148 | -103,854 | -65.16% | Q1 2026 | May 19, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 55,220 | 3,012 | 0.07% | 0.08% | 149 | -2,210 | -3.85% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 54,082 | 2,950 | 0.1% | 0.07% | 150 | -4,000 | -6.89% | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 53,523 | 2,919 | 0.0% | 0.0% | 151 | -1,099 | -2.01% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 53,455 | 2,915 | 0.08% | 0.1% | 152 | -5,173 | -8.82% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 48,415 | 2,870 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighPoint Advisor Group LLC | History | New | 51,277 | 2,797 | 0.12% | — | 154 | +51,277 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 49,699 | 2,711 | 0.0% | 0.0% | 155 | +46,639 | 1524.15% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 49,706 | 2,711 | 0.0% | 0.0% | 156 | +9,129 | 22.5% | Q1 2026 | May 14, 2026 |
| Cresta Advisors, Ltd. | History | Reduced | 49,592 | 2,705 | 1.11% | 1.24% | 157 | -114 | -0.23% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 49,213 | 2,684 | 0.21% | 0.24% | 158 | -867 | -1.73% | Q1 2026 | Apr 22, 2026 |
| Bulwark Capital Corp | History | Reduced | 48,535 | 2,647 | 1.63% | 2.05% | 159 | -201 | -0.41% | Q1 2026 | Apr 07, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 46,282 | 2,524 | 0.27% | 0.31% | 160 | -3,766 | -7.52% | Q1 2026 | May 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 45,303 | 2,471 | 0.37% | 0.31% | 161 | +9,435 | 26.3% | Q1 2026 | Apr 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 45,203 | 2,465 | 0.35% | 0.26% | 162 | +15,358 | 51.46% | Q1 2026 | May 13, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 44,927 | 2,450 | 1.43% | 1.5% | 163 | -34 | -0.08% | Q1 2026 | May 14, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 44,505 | 2,427 | 1.49% | 1.59% | 164 | +183 | 0.41% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | Added to | 43,922 | 2,395 | 0.03% | 0.02% | 165 | +31,275 | 247.29% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 43,864 | 2,392 | 0.0% | 0.0% | 166 | -7,896 | -15.26% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 43,601 | 2,378 | 0.0% | 0.0% | 167 | +31,883 | 272.09% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 43,092 | 2,350 | 0.22% | 0.21% | 168 | +5,884 | 15.81% | Q1 2026 | Apr 13, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 37,588 | 2,289 | 0.38% | 0.72% | 169 | -34,829 | -48.1% | Q1 2026 | May 08, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 38,554 | 2,285 | 1.45% | 1.45% | 170 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 41,397 | 2,258 | 1.23% | 6.09% | 171 | -169,951 | -80.41% | Q1 2026 | May 11, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 41,067 | 2,240 | 0.12% | 0.15% | 172 | +114 | 0.28% | Q1 2026 | Apr 29, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 40,782 | 2,224 | 0.31% | — | 173 | +40,782 | New | Q1 2026 | May 08, 2026 |
| Walker Asset Management, LLC | History | Added to | 40,186 | 2,192 | 1.19% | 1.22% | 174 | +1,783 | 4.64% | Q1 2026 | Apr 24, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 40,183 | 2,191 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 40,126 | 2,188 | 0.55% | 0.6% | 176 | +4,143 | 11.51% | Q1 2026 | Apr 28, 2026 |
| Balance Wealth, LLC | History | Reduced | 39,223 | 2,139 | 0.66% | 0.75% | 177 | -230 | -0.58% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 38,809 | 2,117 | 0.07% | 0.07% | 178 | +5,831 | 17.68% | Q1 2026 | Apr 07, 2026 |
| McAdam, LLC | History | Reduced | 38,695 | 2,110 | 0.1% | 0.11% | 179 | -1,252 | -3.13% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 38,670 | 2,109 | 0.14% | 0.21% | 180 | -5,404 | -12.26% | Q1 2026 | Apr 17, 2026 |
| Copia Wealth Management | History | Reduced | 38,161 | 2,081 | 1.43% | 2.44% | 181 | -19,336 | -33.63% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Reduced | 36,101 | 1,969 | 0.07% | 0.13% | 182 | -21,803 | -37.65% | Q1 2026 | Apr 20, 2026 |
| Stonebrook Private Inc. | History | Reduced | 35,892 | 1,957 | 0.42% | 4.37% | 183 | -316,173 | -89.81% | Q1 2026 | May 11, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 35,649 | 1,944 | 0.12% | 0.13% | 184 | -445 | -1.23% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | No change | 35,220 | 1,921 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 34,953 | 1,906 | 0.02% | 0.06% | 186 | -37,751 | -51.92% | Q1 2026 | Apr 23, 2026 |
| Lansing Street Advisors | History | Added to | 34,625 | 1,888 | 0.48% | 0.32% | 187 | +13,471 | 63.68% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 34,341 | 1,886 | 0.09% | 0.1% | 188 | -1,412 | -3.95% | Q1 2026 | Apr 27, 2026 |
| Goodwin Investment Advisory | History | No change | 33,660 | 1,836 | 2.19% | 2.19% | 189 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Claro Advisors Inc. | History | Added to | 33,148 | 1,808 | 0.22% | 0.23% | 190 | +4,208 | 14.54% | Q1 2026 | Apr 21, 2026 |
| Colonial River Investments, LLC | History | Added to | 32,824 | 1,790 | 0.64% | 0.66% | 191 | +1,720 | 5.53% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 32,742 | 1,786 | 0.1% | 0.12% | 192 | -750 | -2.24% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 32,582 | 1,777 | 0.13% | 0.74% | 193 | -137,340 | -80.83% | Q1 2026 | May 05, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 31,884 | 1,739 | 0.19% | 0.21% | 194 | -1,900 | -5.62% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 31,664 | 1,727 | 0.0% | 0.0% | 195 | +2,510 | 8.61% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 31,387 | 1,712 | 0.0% | 0.0% | 196 | +13,497 | 75.44% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 31,134 | 1,698 | 0.33% | 0.39% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 31,112 | 1,697 | 0.03% | 0.13% | 198 | -73,726 | -70.32% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 30,479 | 1,663 | 0.19% | 0.13% | 199 | +10,599 | 53.31% | Q1 2026 | Apr 16, 2026 |
| RM Financial Services, LLC | History | Reduced | 29,982 | 1,635 | 1.41% | 1.6% | 200 | -443 | -1.46% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 29,589 | 1,614 | 0.08% | 0.1% | 201 | -1,304 | -4.22% | Q1 2026 | Apr 15, 2026 |
| Cassilly Financial Group LLC | History | Added to | 29,287 | 1,597 | 1.39% | 1.52% | 202 | +276 | 0.95% | Q1 2026 | Apr 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 28,862 | 1,574 | 0.1% | 0.73% | 203 | -162,049 | -84.88% | Q1 2026 | May 13, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 28,500 | 1,554 | 0.56% | 4.92% | 204 | -202,785 | -87.68% | Q1 2026 | May 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 25,832 | 1,553 | 0.11% | 1.33% | 205 | -282,315 | -91.62% | Q1 2026 | Apr 29, 2026 |
| Modern Wealth Management, LLC | History | New | 26,851 | 1,474 | 0.03% | — | 206 | +26,851 | New | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 26,774 | 1,460 | 0.13% | 0.16% | 207 | -3,440 | -11.39% | Q1 2026 | Apr 30, 2026 |
| RFG Advisory, LLC | History | Added to | 25,683 | 1,401 | 0.03% | 0.03% | 208 | +1,501 | 6.21% | Q1 2026 | Apr 17, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 25,473 | 1,389 | 1.19% | 1.79% | 209 | -6,663 | -20.73% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 25,290 | 1,379 | 0.01% | 0.01% | 210 | -6,860 | -21.34% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 24,912 | 1,353 | 0.04% | 0.05% | 211 | -974 | -3.76% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 24,615 | 1,342 | 0.01% | 0.03% | 212 | -9,945 | -28.78% | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 24,504 | 1,336 | 0.69% | 1.07% | 213 | -11,006 | -30.99% | Q1 2026 | Apr 10, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 24,146 | 1,317 | 0.07% | 0.18% | 214 | -27,966 | -53.67% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 24,146 | 1,317 | 0.01% | 0.05% | 215 | -27,966 | -53.67% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 23,817 | 1,299 | 0.01% | 0.01% | 216 | -614 | -2.51% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Reduced | 23,789 | 1,297 | 0.01% | 0.01% | 217 | -800 | -3.25% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 23,561 | 1,285 | 0.02% | 0.02% | 218 | +687 | 3.0% | Q1 2026 | Apr 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 23,262 | 1,268 | 0.01% | 0.09% | 219 | -230,344 | -90.83% | Q1 2026 | May 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 22,848 | 1,246 | 0.27% | 0.26% | 220 | +2,029 | 9.75% | Q1 2026 | May 13, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 22,813 | 1,244 | 0.64% | 0.77% | 222 | -4,121 | -15.3% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 22,817 | 1,244 | 0.01% | 0.01% | 221 | +862 | 3.93% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 22,789 | 1,243 | 0.11% | 0.08% | 223 | -472 | -2.03% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 22,717 | 1,239 | 0.02% | 0.02% | 224 | -2,640 | -10.41% | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 22,675 | 1,236 | 0.1% | 0.11% | 225 | -589 | -2.53% | Q1 2026 | May 07, 2026 |
| FWG Investments, LLC. | History | Reduced | 22,195 | 1,210 | 0.77% | 0.99% | 226 | -4,135 | -15.7% | Q1 2026 | Apr 21, 2026 |
| Sequent Planning LLC | History | Reduced | 22,199 | 1,210 | 0.29% | 0.34% | 227 | -620 | -2.72% | Q1 2026 | Apr 21, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 22,071 | 1,203 | 0.24% | 0.32% | 228 | -3,379 | -13.28% | Q1 2026 | Apr 14, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 21,878 | 1,193 | 1.12% | 1.19% | 229 | -224 | -1.01% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 21,841 | 1,191 | 0.01% | 0.01% | 230 | -1,350 | -5.82% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 21,640 | 1,180 | 0.01% | 0.01% | 231 | -2,862 | -11.68% | Q1 2026 | May 14, 2026 |
| Snider Financial Group | History | Added to | 21,042 | 1,147 | 0.35% | 0.33% | 232 | +13 | 0.06% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 21,019 | 1,146 | 0.0% | 0.0% | 233 | -605 | -2.8% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Reduced | 20,865 | 1,138 | 0.04% | 0.04% | 234 | -1,676 | -7.44% | Q1 2026 | Apr 22, 2026 |
| LexAurum Advisors, LLC | History | New | 20,766 | 1,132 | 0.15% | — | 235 | +20,766 | New | Q1 2026 | Apr 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 20,581 | 1,130 | 0.08% | 0.09% | 236 | -43 | -0.21% | Q1 2026 | Apr 27, 2026 |
| Hilltop National Bank | History | No change | 20,650 | 1,126 | 0.27% | 0.3% | 237 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Baring Financial LLC | History | Added to | 20,415 | 1,113 | 0.68% | 0.7% | 238 | +1,092 | 5.65% | Q1 2026 | Apr 06, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 20,229 | 1,103 | 0.16% | 0.18% | 239 | +1,197 | 6.29% | Q1 2026 | Apr 24, 2026 |
| Quantbot Technologies LP | History | New | 20,208 | 1,102 | 0.05% | — | 240 | +20,208 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 19,691 | 1,074 | 0.01% | 0.02% | 241 | -9,429 | -32.38% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 19,677 | 1,073 | 0.02% | 0.03% | 242 | -1,927 | -8.92% | Q1 2026 | Apr 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 19,225 | 1,048 | 0.13% | 1.13% | 243 | -138,768 | -87.83% | Q1 2026 | Apr 23, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 19,175 | 1,045 | 0.23% | 0.26% | 244 | -1,206 | -5.92% | Q1 2026 | Apr 14, 2026 |
| NFSG Corp | History | Added to | 18,825 | 1,026 | 0.17% | 0.17% | 245 | +38 | 0.2% | Q1 2026 | May 05, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 18,540 | 1,011 | 0.27% | — | 246 | +18,540 | New | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,043 | 984 | 0.01% | 0.02% | 247 | -20,100 | -52.7% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 17,821 | 972 | 0.0% | 0.0% | 248 | -20,409 | -53.38% | Q1 2026 | May 13, 2026 |
| KG Capital Management | History | Reduced | 17,505 | 954 | 0.68% | 0.29% | 249 | -2,378 | -11.96% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Reduced | 17,384 | 948 | 0.0% | 0.0% | 250 | -17,271 | -49.84% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 17,218 | 938 | 0.01% | 0.01% | 251 | +6,990 | 68.34% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 16,984 | 926 | 0.01% | 0.04% | 252 | -19,362 | -53.27% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 16,911 | 922 | 0.01% | 0.01% | 253 | +11 | 0.07% | Q1 2026 | May 12, 2026 |
| Seneca House Advisors | History | Added to | 16,609 | 906 | 0.36% | 0.37% | 254 | +17 | 0.1% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Added to | 16,586 | 904 | 0.02% | 0.02% | 255 | +1,421 | 9.37% | Q1 2026 | Apr 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 16,407 | 894 | 0.05% | 0.06% | 256 | -5,123 | -23.79% | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 16,350 | 891 | 0.65% | 0.81% | 257 | -217 | -1.31% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 16,120 | 879 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 15,974 | 871 | 0.17% | 2.36% | 259 | -155,517 | -90.69% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 15,746 | 858 | 0.2% | 0.28% | 260 | -4,760 | -23.21% | Q1 2026 | Apr 28, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 15,129 | 825 | 0.49% | 0.57% | 261 | -567 | -3.61% | Q1 2026 | May 04, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 14,898 | 812 | 0.04% | 2.86% | 262 | -1,137,510 | -98.71% | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 14,797 | 807 | 0.04% | 0.05% | 263 | -345 | -2.28% | Q1 2026 | Apr 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 14,597 | 796 | 0.19% | 0.29% | 264 | -5,729 | -28.19% | Q1 2026 | Apr 17, 2026 |
| Kathmere Capital Management, LLC | History | No change | 14,463 | 788 | 0.05% | 0.06% | 265 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| United Advisor Group, LLC | History | Added to | 14,338 | 782 | 0.1% | 0.1% | 266 | +1,172 | 8.9% | Q1 2026 | Apr 17, 2026 |
| AlTi Global, Inc. | History | Added to | 14,210 | 775 | 0.02% | 0.01% | 267 | +3,949 | 38.49% | Q1 2026 | May 07, 2026 |
| Retireful, LLC | History | Reduced | 13,427 | 744 | 1.05% | 1.02% | 268 | -223 | -1.63% | Q1 2026 | Apr 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 13,594 | 741 | 0.18% | 0.35% | 269 | -8,190 | -37.6% | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | Added to | 13,460 | 734 | 0.04% | 0.05% | 270 | +2 | 0.01% | Q1 2026 | Apr 23, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 13,344 | 727 | 0.25% | 0.24% | 272 | +1,298 | 10.78% | Q1 2026 | Apr 09, 2026 |
| Avant Capital LLC | History | Reduced | 13,341 | 727 | 0.51% | 0.57% | 271 | -701 | -4.99% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 13,127 | 716 | 0.02% | 0.02% | 273 | -69 | -0.52% | Q1 2026 | May 12, 2026 |
| Summit Asset Management, LLC | History | No change | 13,090 | 714 | 0.1% | 0.11% | 274 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 13,042 | 711 | 0.52% | 0.46% | 275 | +2,099 | 19.18% | Q1 2026 | May 07, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 12,697 | 692 | 0.13% | 0.21% | 276 | -5,502 | -30.23% | Q1 2026 | May 12, 2026 |
| Keystone Financial Group | History | Reduced | 12,656 | 691 | 0.05% | 1.26% | 278 | -274,438 | -95.59% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 12,676 | 691 | 0.02% | 0.02% | 277 | +18 | 0.14% | Q1 2026 | Apr 22, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 12,647 | 689 | 0.74% | 1.47% | 279 | -29,568 | -70.04% | Q1 2026 | Apr 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 12,496 | 681 | 0.01% | 0.01% | 280 | +65 | 0.52% | Q1 2026 | May 01, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 12,361 | 674 | 0.08% | 0.08% | 281 | -90 | -0.72% | Q1 2026 | May 04, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 12,282 | 669 | 0.71% | 0.39% | 282 | +6,148 | 100.23% | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | Added to | 12,185 | 664 | 0.3% | 0.21% | 283 | +4,199 | 52.58% | Q1 2026 | Apr 27, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 11,992 | 654 | 0.27% | 4.07% | 284 | -154,936 | -92.82% | Q1 2026 | Apr 08, 2026 |
| Cooper Financial Group | History | Added to | 11,614 | 633 | 0.06% | 0.07% | 286 | +615 | 5.59% | Q1 2026 | Apr 07, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 11,615 | 633 | 0.22% | 0.24% | 285 | +47 | 0.41% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 11,524 | 628 | 0.01% | 0.01% | 287 | -156 | -1.34% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 11,495 | 627 | 0.01% | 0.02% | 288 | -260 | -2.21% | Q1 2026 | May 12, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 10,309 | 624 | 0.18% | 0.2% | 289 | -500 | -4.63% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 11,415 | 622 | 0.02% | 0.15% | 290 | -84,483 | -88.1% | Q1 2026 | Apr 07, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 11,346 | 618 | 0.05% | 0.06% | 291 | -1,079 | -8.68% | Q1 2026 | Apr 08, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 11,348 | 618 | 0.12% | 0.1% | 293 | +398 | 3.63% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 11,332 | 618 | 0.01% | 0.01% | 292 | +6 | 0.05% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 11,090 | 604 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fortune 45 LLC | History | Reduced | 11,003 | 600 | 0.29% | 0.33% | 295 | -591 | -5.1% | Q1 2026 | Apr 28, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 10,920 | 595 | 0.29% | 0.3% | 296 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 10,862 | 592 | 0.08% | 0.09% | 297 | -108 | -0.98% | Q1 2026 | Apr 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 10,820 | 590 | 0.04% | 0.04% | 298 | +1,555 | 16.78% | Q1 2026 | May 05, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 10,728 | 585 | 0.39% | 0.31% | 299 | +2,913 | 37.27% | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | Added to | 10,698 | 583 | 0.11% | 0.1% | 300 | +1,398 | 15.03% | Q1 2026 | Apr 03, 2026 |