SELECT SECTOR SPDR TRUST - XLK
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 | Added to | 23,868,812 | 3,172,165 | 0.23% | 0.25% | 1 | +214,219 | 0.91% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 23,327,299 | 3,100,198 | 0.58% | 0.63% | 2 | -537,543 | -2.25% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 19,619,077 | 2,607,375 | 0.16% | 0.17% | 3 | +270,548 | 1.4% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 15,720,143 | 2,089,206 | 0.55% | 0.63% | 4 | -266,211 | -1.67% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,752,059 | 1,827,648 | 0.24% | 0.24% | 5 | +2,827,877 | 25.89% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 12,980,953 | 1,725,318 | 1.92% | 2.15% | 6 | -142,064 | -1.08% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 12,900,981 | 1,714,540 | 0.26% | 0.24% | 7 | +2,651,148 | 25.87% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,768,594 | 1,564,046 | 0.42% | 0.5% | 8 | +103,560 | 0.89% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 9,626,305 | 1,342,671 | 0.31% | 0.35% | 9 | -989,504 | -9.32% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,455,154 | 1,205,532 | 0.08% | 0.07% | 10 | +1,226,188 | 14.9% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,603,038 | 1,143,343 | 0.13% | 0.15% | 11 | -291,129 | -3.27% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 8,368,529 | 1,112,177 | 0.13% | 0.15% | 12 | -29,792 | -0.35% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 7,922,658 | 1,052,921 | 0.32% | 0.36% | 13 | -196,190 | -2.42% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,951,587 | 790,966 | 0.14% | 0.13% | 14 | +261,227 | 4.59% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | Reduced | 5,099,787 | 677,762 | 25.29% | 28.25% | 15 | -406,643 | -7.38% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,727,854 | 628,332 | 1.56% | 1.47% | 16 | +284,037 | 6.39% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,720,619 | 627,370 | 0.85% | 0.9% | 17 | +45,696 | 0.98% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,603,781 | 611,842 | 0.1% | 0.15% | 18 | -2,238,819 | -32.72% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 4,296,822 | 571,047 | 4.95% | 6.25% | 19 | -756,624 | -14.97% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 4,244,161 | 564,048 | 0.23% | 0.25% | 20 | +193,634 | 4.78% | Q1 2026 | May 15, 2026 |
| ADAPT Investment Managers SA | History | No change | 4,000,000 | 531,600 | 7.03% | 4.24% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 3,871,015 | 514,457 | 8.03% | 7.08% | 22 | +541,610 | 16.27% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,770,168 | 501,111 | 0.73% | 0.77% | 23 | +109,759 | 3.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 3,749,946 | 498,367 | 0.12% | 0.12% | 24 | +284,542 | 8.21% | Q1 2026 | May 14, 2026 |
| WestEnd Advisors, LLC | History | Added to | 3,223,539 | 428,412 | 10.34% | 10.65% | 25 | +48,589 | 1.53% | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,029,701 | 423,803 | 0.21% | 0.14% | 26 | +1,762,225 | 658.83% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,150,026 | 418,638 | 0.06% | 0.06% | 27 | -86,583 | -2.68% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,753,674 | 365,963 | 0.44% | 0.46% | 28 | -1,048 | -0.04% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 2,581,621 | 343,097 | 0.64% | 0.42% | 29 | +1,012,121 | 64.49% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,224,210 | 295,596 | 0.05% | 0.05% | 30 | +24,465 | 1.11% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 2,157,884 | 286,784 | 1.29% | 1.44% | 31 | -147,616 | -6.4% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,353,729 | 278,451 | 1.79% | 1.77% | 32 | -443,442 | -24.67% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 1,994,050 | 265,009 | 1.4% | 1.49% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,987,473 | 264,135 | 0.47% | 0.49% | 34 | +108,990 | 5.8% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,826,990 | 242,806 | 0.26% | 0.28% | 35 | +37,642 | 2.1% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 1,767,600 | 234,914 | 0.28% | 0.44% | 36 | -1,132,793 | -39.06% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Added to | 1,727,752 | 229,618 | 0.95% | 1.06% | 37 | +197,552 | 12.91% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,726,887 | 229,511 | 0.21% | 0.22% | 38 | -10,134 | -0.58% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,714,371 | 227,839 | 1.12% | 1.22% | 39 | +87,319 | 5.37% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,692,228 | 224,897 | 0.31% | 0.36% | 40 | -173,421 | -9.3% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 1,691,744 | 224,832 | 13.49% | 13.25% | 41 | +27,805 | 1.67% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 1,600,000 | 212,640 | 0.34% | — | 42 | +1,600,000 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,596,972 | 212,237 | 0.12% | 0.13% | 43 | -25,140 | -1.55% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,574,822 | 209,293 | 0.22% | 0.24% | 44 | +59,002 | 3.89% | Q1 2026 | May 05, 2026 |
| UNIVERSITY OF CHICAGO | History | New | 1,533,165 | 203,757 | 63.0% | — | 45 | +1,533,165 | New | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 1,445,017 | 192,042 | 0.01% | 0.01% | 46 | -170,474 | -10.55% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 1,416,839 | 188,270 | 1.28% | 3.63% | 47 | -1,491,174 | -51.28% | Q1 2026 | May 05, 2026 |
| J.Safra Asset Management Corp | History | Added to | 1,404,265 | 186,626 | 10.06% | 10.34% | 48 | +34,696 | 2.53% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Reduced | 1,381,656 | 183,622 | 0.08% | 0.1% | 49 | -132,100 | -8.73% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,458,323 | 183,422 | 0.26% | 0.25% | 50 | -451,127 | -23.63% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 1,348,601 | 179,229 | 5.95% | 6.2% | 51 | +5,110 | 0.38% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,295,026 | 172,108 | 0.14% | 0.57% | 52 | -1,506,521 | -53.77% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,273,909 | 169,302 | 0.79% | 0.78% | 53 | +120,978 | 10.49% | Q1 2026 | Apr 24, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,258,540 | 167,260 | 2.59% | 2.97% | 54 | +7,992 | 0.64% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,210,914 | 160,931 | 4.4% | 4.57% | 55 | +44,350 | 3.8% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,174,237 | 156,056 | 0.4% | 0.47% | 56 | -65,944 | -5.32% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,143,014 | 151,906 | 0.42% | 0.47% | 57 | -197,176 | -14.71% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,132,976 | 150,572 | 0.1% | 0.09% | 58 | +10,703 | 0.95% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,130,596 | 150,256 | 0.27% | 0.36% | 59 | +338,731 | 42.78% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,128,893 | 150,029 | 0.06% | 0.06% | 60 | -148,436 | -11.62% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,079,699 | 143,480 | 0.25% | 0.32% | 61 | -73,666 | -6.39% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 1,046,587 | 138,910 | 0.16% | 0.19% | 62 | -37,933 | -3.5% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 1,044,720 | 138,843 | 0.36% | 0.55% | 63 | -360,323 | -25.64% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 976,079 | 129,720 | 1.9% | 1.19% | 64 | +433,174 | 79.79% | Q1 2026 | Apr 17, 2026 |
| Main Management LLC | History | Added to | 967,146 | 128,534 | 9.35% | 6.98% | 65 | +293,773 | 43.63% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 953,731 | 126,750 | 2.09% | 3.06% | 66 | -431,384 | -31.14% | Q1 2026 | May 11, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 935,111 | 124,274 | 1.18% | 1.99% | 67 | -342,632 | -26.82% | Q1 2026 | May 11, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 934,774 | 124,231 | 0.33% | 0.29% | 68 | +59,741 | 6.83% | Q1 2026 | May 15, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 933,094 | 124,008 | 7.26% | 7.78% | 69 | -2,110 | -0.23% | Q1 2026 | Apr 17, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 906,122 | 120,423 | 10.92% | 11.97% | 70 | -15,345 | -1.67% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 881,245 | 117,117 | 0.17% | 0.17% | 71 | +82,318 | 10.3% | Q1 2026 | May 15, 2026 |
| 71 West Capital Partners | History | Added to | 877,176 | 116,576 | 5.13% | 5.31% | 72 | +74,547 | 9.29% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Added to | 853,468 | 113,425 | 0.0% | 0.0% | 73 | +49,166 | 6.11% | Q1 2026 | May 13, 2026 |
| SRB CORP | History | No change | 853,424 | 113,420 | 6.97% | 6.74% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Saudi Central Bank | History | No change | 851,762 | 113,199 | 2.4% | 4.58% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SPINNAKER TRUST | History | Reduced | 792,955 | 105,383 | 5.83% | 6.14% | 76 | -3,285 | -0.41% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 760,006 | 100,905 | 0.15% | 0.17% | 77 | -32,336 | -4.08% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 733,023 | 97,418 | 0.02% | 0.01% | 78 | +455,039 | 163.69% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 728,979 | 96,880 | 2.29% | 2.53% | 79 | +7,088 | 0.98% | Q1 2026 | May 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 723,415 | 96,141 | 2.66% | 3.76% | 80 | -368,788 | -33.77% | Q1 2026 | Apr 21, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 721,629 | 95,904 | 0.12% | 0.13% | 81 | -99,480 | -12.12% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 699,988 | 93,028 | 0.35% | 0.4% | 82 | +29,968 | 4.47% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Added to | 699,776 | 93,000 | 4.94% | 5.6% | 83 | +28,631 | 4.27% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 695,091 | 92,430 | 2.94% | 3.38% | 84 | +22,794 | 3.39% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Reduced | 690,636 | 91,785 | 0.19% | 0.21% | 85 | -8,917 | -1.27% | Q1 2026 | May 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 676,117 | 89,855 | 0.41% | 0.4% | 86 | -312,190 | -31.59% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Added to | 525,383 | 79,868 | 2.57% | 2.42% | 87 | +39,177 | 8.06% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 573,010 | 76,153 | 2.59% | 2.52% | 88 | +72,632 | 14.52% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 576,602 | 75,040 | 0.04% | 0.05% | 89 | +62,576 | 12.17% | Q1 2026 | May 15, 2026 |
| Swan Global Investments, LLC | History | Reduced | 559,388 | 74,342 | 2.48% | 3.08% | 90 | -163,914 | -22.66% | Q1 2026 | May 07, 2026 |
| Parker Investment Management, LLC | History | Reduced | 554,785 | 73,731 | 11.18% | 11.48% | 91 | -8,089 | -1.44% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 550,059 | 73,102 | 0.05% | 0.06% | 92 | +14,207 | 2.65% | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 545,584 | 72,508 | 3.19% | 2.66% | 93 | +132,880 | 32.2% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 542,041 | 72,037 | 0.39% | 0.41% | 94 | +18,279 | 3.49% | Q1 2026 | May 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 532,646 | 70,788 | 5.66% | 0.08% | 95 | +525,092 | 6951.18% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 516,802 | 69,701 | 0.21% | 0.43% | 96 | +41,091 | 8.64% | Q1 2026 | May 12, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 514,600 | 68,390 | 8.66% | 10.27% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 513,535 | 68,248 | 6.95% | 7.34% | 98 | +8,007 | 1.58% | Q1 2026 | May 08, 2026 |
| IMZ Advisory Inc | History | Added to | 509,816 | 67,754 | 25.62% | 26.43% | 99 | +8,309 | 1.66% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 496,584 | 65,996 | 0.53% | 0.45% | 100 | +235,527 | 90.22% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Reduced | 486,310 | 64,630 | 2.44% | 2.76% | 101 | -17,639 | -3.5% | Q1 2026 | May 07, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 473,802 | 62,968 | 4.64% | 3.15% | 102 | +175,790 | 58.99% | Q1 2026 | Apr 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 471,669 | 62,684 | 2.63% | — | 103 | +471,669 | New | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 459,258 | 61,035 | 0.68% | 0.36% | 104 | +262,273 | 133.14% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 455,331 | 60,513 | 0.83% | 0.75% | 105 | +94,581 | 26.22% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 442,820 | 58,850 | 0.1% | 0.12% | 106 | +30,109 | 7.3% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 440,906 | 58,587 | 0.29% | 0.31% | 107 | +34,106 | 8.38% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 433,297 | 58,461 | 5.22% | 5.42% | 108 | +9,316 | 2.2% | Q1 2026 | May 11, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 386,056 | 57,113 | 12.88% | 12.71% | 109 | +2,169 | 0.57% | Q1 2026 | Apr 15, 2026 |
| Walleye Trading LLC | History | Added to | 429,717 | 57,109 | 0.1% | 0.06% | 110 | +137,591 | 47.1% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 428,372 | 56,930 | 0.0% | 0.0% | 111 | +16,583 | 4.03% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 428,104 | 56,895 | 0.27% | 0.31% | 112 | +62,360 | 17.05% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 427,564 | 56,823 | 0.32% | 0.34% | 113 | +16,850 | 4.1% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 425,521 | 56,623 | 0.11% | 0.11% | 114 | -4,572 | -1.06% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 409,833 | 54,466 | 0.59% | 0.65% | 115 | +15,014 | 3.8% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 370,176 | 53,294 | 0.21% | 0.21% | 116 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | Added to | 384,451 | 51,093 | 0.2% | 0.21% | 117 | +1,061 | 0.28% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 384,255 | 51,067 | 0.25% | 0.28% | 118 | +26,995 | 7.56% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 379,403 | 50,423 | 0.39% | — | 119 | +379,403 | New | Q1 2026 | Apr 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 367,873 | 48,890 | 0.02% | 0.22% | 120 | -186,035 | -33.59% | Q1 2026 | May 04, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 366,160 | 48,662 | 6.56% | 7.09% | 121 | -642 | -0.18% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 363,414 | 48,297 | 1.79% | 1.81% | 122 | -1,621 | -0.44% | Q1 2026 | May 07, 2026 |
| Moment Partners, LLC | History | Reduced | 362,184 | 48,134 | 8.59% | 10.76% | 123 | -903 | -0.25% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | Added to | 360,613 | 47,925 | 0.51% | 0.07% | 124 | +339,591 | 1615.41% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Reduced | 351,722 | 46,743 | 0.91% | 0.98% | 125 | -18,966 | -5.12% | Q1 2026 | May 01, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 350,369 | 46,558 | 0.51% | 0.71% | 126 | -76,878 | -17.99% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 347,593 | 46,195 | 0.53% | 0.61% | 127 | +1,515 | 0.44% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 347,291 | 46,154 | 0.24% | 0.29% | 128 | -14,499 | -4.01% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 335,304 | 45,254 | 0.09% | 0.12% | 129 | -261,828 | -43.85% | Q1 2026 | Apr 08, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 336,125 | 44,671 | 7.57% | 11.22% | 130 | -152,227 | -31.17% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL PLC | History | Added to | 331,043 | 43,995 | 0.26% | 0.01% | 131 | +326,203 | 6739.73% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 327,340 | 43,503 | 0.13% | 0.18% | 132 | +36,914 | 12.71% | Q1 2026 | May 13, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 326,222 | 43,354 | 4.95% | 5.0% | 133 | +3,391 | 1.05% | Q1 2026 | Apr 10, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 324,357 | 43,107 | 8.81% | 8.84% | 134 | +71,223 | 28.14% | Q1 2026 | Apr 13, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 313,469 | 41,660 | 8.76% | 8.59% | 135 | +14,798 | 4.95% | Q1 2026 | May 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 311,221 | 41,361 | 0.69% | 0.81% | 136 | -27,941 | -8.24% | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 305,456 | 40,599 | 0.15% | 0.16% | 137 | +18,701 | 6.52% | Q1 2026 | May 13, 2026 |
| WBH ADVISORY INC | History | Added to | 298,721 | 40,300 | 3.02% | 3.09% | 138 | +9,317 | 3.22% | Q1 2026 | Apr 27, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 301,834 | 40,113 | 3.82% | 3.9% | 139 | +8,350 | 2.85% | Q1 2026 | Apr 16, 2026 |
| AIGH Capital Management LLC | History | New | 300,000 | 39,870 | 5.44% | — | 140 | +300,000 | New | Q1 2026 | Apr 30, 2026 |
| TORONTO DOMINION BANK | History | Added to | 299,880 | 39,854 | 0.06% | 0.0% | 141 | +281,210 | 1506.21% | Q1 2026 | May 15, 2026 |
| KWMG, LLC | History | Added to | 298,302 | 39,644 | 3.31% | 3.6% | 142 | +8,613 | 2.97% | Q1 2026 | Apr 09, 2026 |
| Janney Capital Management LLC | History | No change | 273,794 | 39,418 | 2.48% | 2.48% | 143 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 279,460 | 37,140 | 3.04% | 3.14% | 144 | +585 | 0.21% | Q1 2026 | Apr 16, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 275,385 | 36,598 | 0.51% | 0.56% | 145 | -17,312 | -5.91% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 274,877 | 36,531 | 0.98% | 1.08% | 146 | +42,774 | 18.43% | Q1 2026 | May 11, 2026 |
| CHEMUNG CANAL TRUST CO | History | Added to | 273,111 | 36,296 | 7.35% | 7.63% | 147 | +5,439 | 2.03% | Q1 2026 | Apr 22, 2026 |
| NWF Advisory Services Inc. | History | Added to | 271,041 | 36,021 | 4.07% | 4.3% | 148 | +1,053 | 0.39% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 269,386 | 35,801 | 0.18% | 0.1% | 149 | +139,457 | 107.33% | Q1 2026 | May 13, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 267,555 | 35,558 | 8.33% | 9.04% | 150 | +865 | 0.32% | Q1 2026 | Apr 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 265,827 | 35,328 | 0.06% | 0.06% | 151 | -22,815 | -7.9% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 262,523 | 34,889 | 0.19% | 0.19% | 152 | +9,532 | 3.77% | Q1 2026 | Apr 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 261,395 | 34,739 | 1.55% | 1.64% | 153 | +7,683 | 3.03% | Q1 2026 | May 05, 2026 |
| Essex LLC | History | Added to | 260,217 | 34,582 | 6.1% | 6.36% | 154 | +10,873 | 4.36% | Q1 2026 | Apr 24, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 259,948 | 34,547 | 1.94% | 1.97% | 155 | +4,875 | 1.91% | Q1 2026 | Apr 29, 2026 |
| Meiji Yasuda Life Insurance Co | History | Added to | 259,155 | 34,441 | 1.18% | 1.06% | 156 | +5,358 | 2.11% | Q1 2026 | May 12, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 256,990 | 34,153 | 5.01% | 8.62% | 157 | -128,604 | -33.35% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 253,774 | 33,726 | 1.14% | 0.53% | 158 | +2,855 | 1.14% | Q1 2026 | Apr 23, 2026 |
| Dakota Wealth Management | History | Reduced | 253,199 | 33,650 | 0.73% | 0.67% | 159 | -8,650 | -3.3% | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 248,077 | 32,969 | 0.42% | 0.46% | 160 | -5,592 | -2.2% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 245,729 | 32,657 | 0.03% | — | 161 | +245,729 | New | Q1 2026 | May 14, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 226,428 | 32,598 | 6.14% | 6.14% | 162 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 229,408 | 32,591 | 1.84% | 1.91% | 163 | +4,714 | 2.1% | Q1 2026 | Apr 17, 2026 |
| Yarbrough Capital, LLC | History | No change | 244,080 | 32,438 | 1.14% | 1.09% | 164 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 238,292 | 31,668 | 2.67% | 3.09% | 165 | -8 | -0.0% | Q1 2026 | Apr 15, 2026 |
| Intrua Financial, LLC | History | Reduced | 236,731 | 31,461 | 3.25% | 3.75% | 166 | -10,085 | -4.09% | Q1 2026 | Apr 23, 2026 |
| Haverford Trust Co | History | Reduced | 235,655 | 31,318 | 0.29% | 0.43% | 167 | -97,042 | -29.17% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 234,719 | 31,194 | 1.3% | 1.5% | 168 | +1,098 | 0.47% | Q1 2026 | Apr 30, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 234,394 | 31,150 | 5.3% | 5.77% | 169 | +786 | 0.34% | Q1 2026 | May 13, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 231,789 | 30,804 | 2.45% | 3.03% | 170 | -40,661 | -14.92% | Q1 2026 | Apr 29, 2026 |
| BAILARD, INC. | History | Reduced | 231,604 | 30,780 | 0.71% | 0.74% | 171 | -1,597 | -0.68% | Q1 2026 | May 11, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 231,400 | 30,753 | 4.47% | 4.59% | 172 | +849 | 0.37% | Q1 2026 | Apr 23, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 229,865 | 30,549 | 2.42% | 1.36% | 173 | +103,941 | 82.54% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 229,687 | 30,525 | 0.02% | 0.02% | 174 | +12,487 | 5.75% | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 229,485 | 30,498 | 0.22% | 0.29% | 175 | -33,921 | -12.88% | Q1 2026 | Apr 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 226,573 | 30,111 | 0.07% | 0.07% | 176 | +3,294 | 1.48% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 224,626 | 29,852 | 0.69% | 0.8% | 177 | -4,056 | -1.77% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Added to | 224,500 | 29,836 | 1.15% | 1.1% | 178 | +29,970 | 15.41% | Q1 2026 | Apr 28, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 223,507 | 29,704 | 0.44% | 0.48% | 179 | -4,277 | -1.88% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 223,212 | 29,665 | 0.03% | 0.01% | 180 | +159,653 | 251.19% | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 221,607 | 29,451 | 0.66% | 0.69% | 181 | +5,599 | 2.59% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 219,000 | 29,105 | 0.08% | 0.03% | 182 | +111,000 | 102.78% | Q1 2026 | May 15, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 218,622 | 29,054 | 10.33% | 11.87% | 183 | +249 | 0.11% | Q1 2026 | Apr 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 216,534 | 28,777 | 0.67% | 0.45% | 184 | +151,542 | 233.17% | Q1 2026 | Apr 27, 2026 |
| Oakworth Capital, Inc. | History | Added to | 205,126 | 27,261 | 1.44% | 1.61% | 185 | +677 | 0.33% | Q1 2026 | Apr 24, 2026 |
| PFG Investments, LLC | History | Added to | 203,740 | 27,077 | 1.26% | 1.16% | 186 | +33,122 | 19.41% | Q1 2026 | Apr 27, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 199,651 | 26,533 | 3.84% | 4.21% | 187 | -11,462 | -5.43% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Added to | 197,928 | 26,304 | 0.29% | 0.26% | 188 | +40,234 | 25.51% | Q1 2026 | May 05, 2026 |
| Fairfield Financial Advisors, LTD | History | Added to | 197,533 | 26,252 | 9.05% | 9.11% | 189 | +3,325 | 1.71% | Q1 2026 | Apr 27, 2026 |
| Nelson Capital Management, LLC | History | Added to | 197,517 | 26,250 | 3.2% | 2.75% | 190 | +34,429 | 21.11% | Q1 2026 | May 06, 2026 |
| Clarity Financial LLC | History | Reduced | 197,512 | 26,249 | 2.86% | 2.8% | 191 | -12,415 | -5.91% | Q1 2026 | May 01, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 196,706 | 26,142 | 2.04% | 1.84% | 192 | +30,586 | 18.41% | Q1 2026 | Apr 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 194,651 | 25,869 | 0.02% | 0.02% | 193 | -5,485 | -2.74% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 194,363 | 25,812 | 0.02% | 0.02% | 194 | +14,478 | 8.05% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 194,090 | 25,794 | 0.86% | 0.91% | 195 | +2,504 | 1.31% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 192,411 | 25,572 | 0.2% | 0.21% | 196 | -4,733 | -2.4% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Added to | 192,015 | 25,518 | 3.53% | 2.64% | 197 | +65,686 | 52.0% | Q1 2026 | Apr 22, 2026 |
| GTS SECURITIES LLC | History | Reduced | 191,908 | 25,504 | 0.9% | 1.04% | 198 | -20,510 | -9.66% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 191,414 | 25,438 | 0.34% | 0.41% | 199 | -10,071 | -5.0% | Q1 2026 | May 15, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 188,708 | 25,079 | 3.25% | 3.11% | 200 | -6,644 | -3.4% | Q1 2026 | Apr 22, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 188,477 | 25,048 | 0.7% | 0.77% | 201 | -1,436 | -0.76% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 188,148 | 25,004 | 0.28% | 0.19% | 202 | +89,797 | 91.3% | Q1 2026 | May 15, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 173,275 | 25,003 | 3.88% | 3.88% | 203 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 187,346 | 24,898 | 1.63% | 1.76% | 204 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rezny Wealth Management, Inc. | History | Added to | 187,313 | 24,893 | 5.36% | 5.17% | 205 | +9,151 | 5.14% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 184,720 | 24,549 | 0.18% | 0.2% | 206 | +13,192 | 7.69% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | Reduced | 184,550 | 24,526 | 4.82% | 5.25% | 207 | -1,731 | -0.93% | Q1 2026 | May 11, 2026 |
| Black Swift Group, LLC | History | Reduced | 184,094 | 24,466 | 4.28% | 4.43% | 208 | -197 | -0.11% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Added to | 183,465 | 24,382 | 0.45% | 0.47% | 209 | +8,224 | 4.69% | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 181,848 | 24,167 | 0.13% | 0.16% | 210 | -661 | -0.36% | Q1 2026 | May 15, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 181,612 | 24,136 | 3.07% | 3.71% | 211 | -15,058 | -7.66% | Q1 2026 | Apr 16, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 180,955 | 24,048 | 3.13% | 3.8% | 212 | -23,698 | -11.58% | Q1 2026 | Apr 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 180,352 | 23,968 | 2.94% | 3.64% | 213 | -20,909 | -10.39% | Q1 2026 | Apr 27, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 179,391 | 23,841 | 8.47% | 9.26% | 214 | -1,427 | -0.79% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 179,085 | 23,800 | 0.01% | 0.01% | 215 | +74,176 | 70.71% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 179,014 | 23,790 | 0.67% | 0.79% | 216 | -32,258 | -15.27% | Q1 2026 | Apr 28, 2026 |
| AMG National Trust Bank | History | Added to | 177,508 | 23,590 | 0.51% | 0.41% | 217 | +57,632 | 48.08% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Reduced | 176,922 | 23,512 | 0.04% | 0.04% | 218 | -13,152 | -6.92% | Q1 2026 | May 15, 2026 |
| FORBES J M & CO LLP | History | Added to | 174,978 | 23,254 | 1.97% | 2.04% | 219 | +180 | 0.1% | Q1 2026 | Apr 16, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 173,650 | 23,078 | 14.83% | 15.19% | 220 | +6,217 | 3.71% | Q1 2026 | Apr 29, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 171,528 | 22,796 | 1.71% | 1.61% | 221 | +29,731 | 20.97% | Q1 2026 | May 15, 2026 |
| Presper Financial Architects, LLC | History | Added to | 170,929 | 22,716 | 13.5% | 13.7% | 222 | +2,640 | 1.57% | Q1 2026 | Apr 29, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 170,556 | 22,667 | 3.34% | 3.45% | 223 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 169,698 | 22,480 | 0.01% | 0.02% | 224 | -104,842 | -38.19% | Q1 2026 | Apr 30, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 163,405 | 22,350 | 11.84% | 14.72% | 225 | -16,959 | -9.4% | Q1 2026 | Apr 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 167,641 | 22,279 | 0.09% | — | 226 | +167,641 | New | Q1 2026 | May 12, 2026 |
| J. Goldman & Co LP | History | Reduced | 166,160 | 22,082 | 0.64% | 0.82% | 227 | -51,064 | -23.51% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 166,122 | 22,078 | 0.22% | 0.28% | 228 | -9,833 | -5.59% | Q1 2026 | May 12, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 164,423 | 21,851 | 0.58% | 0.62% | 229 | -3,298 | -1.97% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 164,251 | 21,838 | 0.13% | 0.14% | 230 | +4,906 | 3.08% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 163,656 | 21,749 | 0.06% | 0.08% | 231 | -50,241 | -23.49% | Q1 2026 | May 08, 2026 |
| Cercano Management LLC | History | Added to | 162,055 | 21,537 | 0.93% | 0.54% | 232 | +63,607 | 64.61% | Q1 2026 | May 13, 2026 |
| TradeWell Securities, LLC. | History | Reduced | 158,495 | 21,087 | 8.89% | 8.99% | 233 | -1,894 | -1.18% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 158,100 | 21,011 | 0.24% | 0.32% | 234 | -37,703 | -19.26% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | Reduced | 156,938 | 20,857 | 0.71% | 0.79% | 235 | -7,025 | -4.28% | Q1 2026 | Apr 22, 2026 |
| NewSquare Capital LLC | History | Added to | 155,960 | 20,727 | 1.8% | 1.94% | 236 | +3,478 | 2.28% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 155,303 | 20,639 | 0.03% | 0.04% | 237 | -35,422 | -18.57% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Reduced | 154,972 | 20,595 | 0.26% | 0.28% | 238 | -477 | -0.31% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 154,709 | 20,560 | 0.66% | 0.41% | 239 | -8,958 | -5.47% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 152,731 | 20,297 | 1.05% | 1.13% | 240 | +3,004 | 2.01% | Q1 2026 | Apr 15, 2026 |
| Sequent Asset Management, LLC | History | No change | 140,391 | 20,212 | 8.98% | 8.98% | 241 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | Reduced | 151,974 | 20,197 | 0.08% | 0.09% | 242 | -2,213 | -1.44% | Q1 2026 | May 14, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 148,307 | 19,709 | 10.51% | 11.19% | 243 | +10,104 | 7.31% | Q1 2026 | Apr 20, 2026 |
| Mendel Capital Management LLC | History | New | 148,197 | 19,695 | 9.9% | — | 244 | +148,197 | New | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 145,335 | 19,315 | 0.92% | 0.92% | 245 | +6,019 | 4.32% | Q1 2026 | May 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 144,123 | 19,154 | 0.14% | 0.14% | 246 | +23,733 | 19.71% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 143,770 | 19,107 | 0.45% | 0.49% | 247 | -8,467 | -5.56% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 131,938 | 18,995 | 0.01% | 0.0% | 248 | +60,028 | 83.48% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 141,266 | 18,774 | 0.05% | 0.01% | 249 | +124,143 | 725.01% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 140,408 | 18,660 | 0.02% | 0.03% | 250 | -38,692 | -21.6% | Q1 2026 | May 15, 2026 |
| Socha Financial Group, LLC | History | Added to | 140,285 | 18,643 | 9.46% | 9.58% | 251 | +3,868 | 2.84% | Q1 2026 | Apr 30, 2026 |
| Flagship Capital Management Inc. | History | Reduced | 140,134 | 18,623 | 13.69% | 14.47% | 252 | -1,946 | -1.37% | Q1 2026 | Apr 21, 2026 |
| Circle Wealth Management, LLC | History | Added to | 139,159 | 18,494 | 0.26% | 0.3% | 253 | +2,569 | 1.88% | Q1 2026 | May 11, 2026 |
| Bonfire Financial | History | Added to | 138,956 | 18,467 | 13.9% | 14.58% | 254 | +3,361 | 2.48% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 136,052 | 18,354 | 0.17% | 0.15% | 255 | +39,934 | 41.55% | Q1 2026 | Apr 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 137,001 | 18,207 | 0.07% | 0.07% | 256 | -2,723 | -1.95% | Q1 2026 | Apr 24, 2026 |
| Verition Fund Management LLC | History | New | 136,240 | 18,106 | 0.12% | — | 257 | +136,240 | New | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 136,188 | 18,099 | 0.3% | 0.38% | 258 | +54 | 0.04% | Q1 2026 | May 18, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 136,016 | 18,076 | 0.65% | 0.72% | 259 | -8,051 | -5.59% | Q1 2026 | Apr 14, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 135,870 | 18,057 | 0.09% | 0.94% | 260 | -1,248,150 | -90.18% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 135,799 | 18,047 | 0.72% | 0.76% | 261 | -557 | -0.41% | Q1 2026 | May 01, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 134,931 | 17,932 | 0.55% | 0.37% | 262 | +57,040 | 73.23% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 134,002 | 17,808 | 0.29% | 0.3% | 263 | +8,567 | 6.83% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 133,598 | 17,755 | 0.8% | 0.86% | 264 | -1,750 | -1.29% | Q1 2026 | Apr 21, 2026 |
| TCP Asset Management, LLC | History | Reduced | 132,022 | 17,545 | 2.26% | 3.83% | 265 | -25,822 | -16.36% | Q1 2026 | Apr 10, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 131,150 | 17,429 | 1.66% | 1.7% | 266 | +7,930 | 6.44% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 130,977 | 17,407 | 0.32% | 0.46% | 267 | -35,534 | -21.34% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 129,822 | 17,253 | 0.09% | 0.09% | 268 | +36,198 | 38.66% | Q1 2026 | May 15, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 129,770 | 17,246 | 8.72% | 5.07% | 269 | +70,128 | 117.58% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 129,558 | 17,218 | 0.07% | 0.08% | 270 | -2,233 | -1.69% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 129,252 | 17,177 | 0.0% | 0.01% | 271 | -42,691 | -24.83% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 128,992 | 17,143 | 0.24% | 0.27% | 272 | -4,217 | -3.17% | Q1 2026 | Apr 08, 2026 |
| CX Institutional | History | Added to | 127,378 | 16,929 | 0.52% | 0.53% | 273 | +4,945 | 4.04% | Q1 2026 | Apr 06, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 126,997 | 16,877 | 2.37% | 2.5% | 274 | +1,686 | 1.35% | Q1 2026 | Apr 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 126,685 | 16,836 | 0.65% | 0.7% | 275 | -4,188 | -3.2% | Q1 2026 | May 12, 2026 |
| Keystone Global Partners, LLC | History | Added to | 126,602 | 16,825 | 7.47% | 4.68% | 276 | +52,628 | 71.14% | Q1 2026 | Apr 24, 2026 |
| Convergence Financial, LLC | History | Reduced | 122,308 | 16,487 | 1.75% | 2.6% | 277 | -1,460 | -1.18% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 123,083 | 16,357 | 0.2% | 0.34% | 278 | -41,411 | -25.17% | Q1 2026 | Apr 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 100,781 | 16,331 | 0.21% | 0.19% | 279 | +1 | 0.0% | Q1 2026 | May 06, 2026 |
| ROCKLAND TRUST CO | History | Added to | 122,673 | 16,303 | 0.65% | 0.55% | 280 | +24,914 | 25.49% | Q1 2026 | Apr 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 122,485 | 16,278 | 0.9% | 1.0% | 281 | -915 | -0.74% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Added to | 122,339 | 16,258 | 0.21% | 0.2% | 282 | +26,658 | 27.86% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 121,996 | 16,213 | 0.11% | 0.08% | 283 | +16,217 | 15.33% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Reduced | 120,995 | 16,080 | 0.06% | 0.06% | 284 | -11,106 | -8.41% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 120,949 | 16,074 | 0.54% | 0.58% | 285 | -2,381 | -1.93% | Q1 2026 | May 14, 2026 |
| Cooksen Wealth, LLC | History | Added to | 120,902 | 16,067 | 11.67% | 11.86% | 286 | +8,266 | 7.34% | Q1 2026 | Apr 30, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 120,704 | 16,042 | 0.49% | 0.48% | 287 | +7,100 | 6.25% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 120,337 | 15,992 | 1.03% | 1.15% | 288 | -1,366 | -1.12% | Q1 2026 | Apr 15, 2026 |
| Simmons Bank | History | Reduced | 118,292 | 15,721 | 1.05% | 1.22% | 289 | -8,085 | -6.4% | Q1 2026 | Apr 23, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 118,151 | 15,702 | 7.49% | 7.5% | 290 | -1,798 | -1.5% | Q1 2026 | Apr 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 117,747 | 15,648 | 4.27% | 4.55% | 291 | -1,795 | -1.5% | Q1 2026 | May 13, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 107,866 | 15,529 | 3.29% | 3.29% | 292 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 116,593 | 15,495 | 0.09% | 0.1% | 293 | -3,056 | -2.55% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 114,325 | 15,423 | 0.26% | 0.29% | 294 | +4,037 | 3.66% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 115,459 | 15,344 | 1.75% | 2.02% | 295 | -10,327 | -8.21% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 113,857 | 15,131 | 0.55% | 0.65% | 296 | +15,926 | 16.26% | Q1 2026 | May 19, 2026 |
| Parkside Investments, LLC | History | Added to | 113,469 | 15,080 | 1.83% | 1.96% | 297 | +5,739 | 5.33% | Q1 2026 | Apr 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 111,694 | 14,844 | 1.6% | 1.72% | 298 | -717 | -0.64% | Q1 2026 | Apr 22, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 110,797 | 14,724 | 1.23% | 1.31% | 299 | -2,089 | -1.85% | Q1 2026 | Apr 21, 2026 |
| Fiduciary Planning LLC | History | Added to | 109,782 | 14,589 | 4.41% | 4.42% | 300 | +8,715 | 8.62% | Q1 2026 | Apr 27, 2026 |