SELECT SECTOR SPDR TRUST - XLP
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 | 24,702,456 | 2,025,107 | 0.15% | 0.13% | 1 | +1,275,550 | 5.44% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 21,034,035 | 1,724,370 | 0.19% | 0.09% | 2 | +11,511,801 | 120.89% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 10,415,772 | 853,884 | 0.36% | 0.78% | 3 | -12,313,014 | -54.17% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 10,324,792 | 846,426 | 0.05% | 0.04% | 4 | +1,871,527 | 22.14% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,654,456 | 790,507 | 0.05% | 0.04% | 5 | +882,843 | 10.06% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 9,357,677 | 767,142 | 0.09% | 0.11% | 6 | -2,528,808 | -21.27% | Q1 2026 | May 15, 2026 |
| Elliott Investment Management L.P. | History | Reduced | 9,140,000 | 749,297 | 3.73% | 6.88% | 7 | -10,860,000 | -54.3% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 7,672,945 | 629,028 | 0.09% | 0.07% | 8 | +2,285,437 | 42.42% | Q1 2026 | May 05, 2026 |
| Verition Fund Management LLC | History | Added to | 7,391,460 | 605,951 | 3.93% | 0.08% | 9 | +7,120,408 | 2626.95% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,894,427 | 565,205 | 0.07% | 0.03% | 10 | +4,197,867 | 155.67% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,041,474 | 495,280 | 0.08% | 0.11% | 11 | -3,005,674 | -33.22% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,455,924 | 447,276 | 0.08% | 0.07% | 12 | +291,377 | 5.64% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,389,729 | 441,849 | 0.12% | 0.12% | 13 | -27,550 | -0.51% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,981,721 | 408,401 | 0.13% | 0.12% | 14 | -12,699 | -0.25% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 4,934,526 | 404,532 | 0.1% | 0.19% | 15 | -5,108,092 | -50.86% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 4,345,177 | 356,217 | 0.09% | 0.09% | 16 | +282,796 | 6.96% | Q1 2026 | May 06, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 4,011,547 | 328,866 | 1.56% | 1.51% | 17 | -117,500 | -2.85% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,626,084 | 297,266 | 0.05% | 0.02% | 18 | +1,866,338 | 106.06% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | New | 3,286,846 | 269,455 | 1.11% | — | 19 | +3,286,846 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,266,173 | 267,760 | 0.11% | 0.01% | 20 | +3,005,530 | 1153.12% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,198,124 | 257,509 | 0.06% | 0.06% | 21 | -226,829 | -6.62% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,138,094 | 257,261 | 0.64% | 0.54% | 22 | +125,751 | 4.17% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,042,764 | 249,445 | 0.34% | 0.31% | 23 | +36,447 | 1.21% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,860,644 | 234,515 | 0.38% | 0.13% | 24 | +1,796,613 | 168.85% | Q1 2026 | May 14, 2026 |
| WestEnd Advisors, LLC | History | Added to | 2,828,614 | 231,892 | 5.6% | 4.99% | 25 | +69,022 | 2.5% | Q1 2026 | Apr 22, 2026 |
| Rokos Capital Management LLP | History | Added to | 2,618,133 | 214,569 | 1.62% | 0.13% | 26 | +2,181,805 | 500.04% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,803,641 | 205,916 | 0.1% | 0.36% | 27 | -8,285,366 | -82.12% | Q1 2026 | May 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 2,046,080 | 167,737 | 0.27% | 0.65% | 28 | -2,948,920 | -59.04% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Added to | 2,026,060 | 166,096 | 0.59% | 0.29% | 29 | +988,065 | 95.19% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 1,971,728 | 161,642 | 0.0% | 0.0% | 30 | +1,195,112 | 153.89% | Q1 2026 | May 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 1,788,624 | 146,631 | 0.23% | 0.47% | 31 | -1,764,816 | -49.67% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,489,200 | 122,084 | 0.16% | 0.05% | 32 | +945,400 | 173.85% | Q1 2026 | May 15, 2026 |
| SPX Gestao de Recursos Ltda | History | New | 1,466,111 | 120,191 | 9.98% | — | 33 | +1,466,111 | New | Q1 2026 | May 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,258,760 | 103,193 | 0.02% | 0.02% | 34 | -363,972 | -22.43% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Reduced | 1,222,730 | 100,239 | 0.53% | 0.64% | 35 | -356,800 | -22.59% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,046,296 | 85,775 | 0.03% | 0.03% | 36 | -223,372 | -17.59% | Q1 2026 | May 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 986,779 | 80,896 | 0.1% | 0.06% | 37 | +360,799 | 57.64% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 983,502 | 80,627 | 0.05% | 0.04% | 38 | +16,186 | 1.67% | Q1 2026 | May 15, 2026 |
| Saudi Central Bank | History | No change | 963,581 | 78,994 | 1.67% | 2.8% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 946,132 | 77,563 | 1.21% | 1.08% | 40 | +652 | 0.07% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 927,500 | 76,036 | 0.09% | 0.05% | 41 | +279,500 | 43.13% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | New | 898,500 | 73,659 | 0.43% | — | 42 | +898,500 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 888,860 | 72,885 | 0.11% | 0.13% | 43 | -224,939 | -20.2% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 712,504 | 58,411 | 0.27% | 0.3% | 44 | +41,180 | 6.13% | Q1 2026 | May 08, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 679,126 | 55,674 | 0.25% | 0.29% | 45 | -174,848 | -20.47% | Q1 2026 | May 07, 2026 |
| Volterra Technologies LP | History | Added to | 676,190 | 55,434 | 6.74% | 0.04% | 46 | +671,292 | 13705.43% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 673,653 | 55,226 | 0.08% | 0.07% | 47 | -24,997 | -3.58% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 663,139 | 54,364 | 0.06% | 0.06% | 48 | -63,600 | -8.75% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 600,000 | 49,188 | 0.43% | — | 49 | +600,000 | New | Q1 2026 | May 15, 2026 |
| DeepCurrents Investment Group LLC | History | New | 6,000 | 49,188 | 1.58% | — | 50 | +6,000 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 594,760 | 48,758 | 0.04% | 0.05% | 51 | -112,967 | -15.96% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 557,389 | 45,694 | 0.22% | 0.21% | 52 | +45,692 | 8.93% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 500,000 | 40,990 | 0.06% | 0.01% | 53 | +388,800 | 349.64% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 486,217 | 39,861 | 1.09% | 0.72% | 54 | +144,717 | 42.38% | Q1 2026 | May 14, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 475,085 | 38,947 | 3.53% | 4.39% | 55 | -152,178 | -24.26% | Q1 2026 | May 04, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 473,043 | 38,780 | 0.18% | 0.25% | 56 | -696,157 | -59.54% | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 463,621 | 38,007 | 2.06% | 1.94% | 57 | +9,879 | 2.18% | Q1 2026 | May 06, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 450,987 | 36,971 | 0.35% | 0.42% | 58 | -45,000 | -9.07% | Q1 2026 | May 11, 2026 |
| Banco BTG Pactual S.A. | History | New | 449,600 | 36,858 | 3.22% | — | 59 | +449,600 | New | Q1 2026 | May 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 447,166 | 36,692 | 1.17% | 1.1% | 60 | +43,114 | 10.67% | Q1 2026 | May 06, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 407,834 | 33,434 | 1.11% | 1.02% | 61 | -1,950 | -0.48% | Q1 2026 | May 15, 2026 |
| Trust Asset Management LLC | History | Reduced | 391,133 | 32,065 | 2.3% | 2.07% | 62 | -349 | -0.09% | Q1 2026 | Apr 20, 2026 |
| STATE STREET CORP | History | Reduced | 364,180 | 29,855 | 0.0% | 0.0% | 63 | -748,138 | -67.26% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 363,167 | 29,774 | 0.03% | 0.03% | 64 | -24,522 | -6.33% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | No change | 350,000 | 28,693 | 1.05% | 0.75% | 65 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Reduced | 345,886 | 28,355 | 0.06% | 0.07% | 66 | -107,901 | -23.78% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 341,978 | 28,035 | 0.08% | 0.07% | 67 | -39,709 | -10.4% | Q1 2026 | May 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 331,139 | 27,146 | 0.75% | 0.52% | 68 | +51,874 | 18.58% | Q1 2026 | Apr 21, 2026 |
| Allianz Asset Management GmbH | History | New | 323,300 | 26,504 | 0.03% | — | 69 | +323,300 | New | Q1 2026 | May 11, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 302,748 | 24,819 | 0.86% | — | 70 | +302,748 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 289,520 | 23,735 | 0.06% | 0.05% | 71 | +56,393 | 24.19% | Q1 2026 | Apr 30, 2026 |
| Trilogy Capital Inc. | History | Added to | 269,982 | 22,133 | 0.98% | 0.57% | 72 | +106,328 | 64.97% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 260,575 | 21,361 | 0.01% | 0.0% | 73 | +125,989 | 93.61% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 252,063 | 20,664 | 0.04% | 0.04% | 74 | -7,060 | -2.72% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 248,739 | 20,391 | 0.03% | 0.03% | 75 | +13,718 | 5.84% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 248,501 | 20,372 | 0.04% | 0.03% | 76 | +50,208 | 25.32% | Q1 2026 | May 01, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 243,323 | 19,947 | 1.6% | — | 77 | +243,323 | New | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 240,659 | 19,729 | 0.04% | 0.04% | 78 | -59,341 | -19.78% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 240,000 | 19,675 | 0.15% | — | 79 | +240,000 | New | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 237,629 | 19,481 | 0.02% | 0.01% | 80 | +153,656 | 182.98% | Q1 2026 | Apr 16, 2026 |
| Cavalier Investments, LLC | History | New | 237,366 | 19,459 | 0.53% | — | 81 | +237,366 | New | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Reduced | 235,456 | 19,302 | 0.56% | 0.52% | 82 | -20,213 | -7.91% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 234,079 | 19,061 | 0.61% | 0.68% | 83 | -6,658 | -2.77% | Q1 2026 | Apr 17, 2026 |
| Walleye Trading LLC | History | Added to | 231,600 | 18,986 | 0.03% | 0.01% | 84 | +110,000 | 90.46% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 228,120 | 18,701 | 0.2% | 0.19% | 85 | +18,184 | 8.66% | Q1 2026 | Apr 20, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 223,274 | 18,304 | 0.28% | 0.28% | 86 | +2,473 | 1.12% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 220,946 | 18,113 | 0.02% | 0.02% | 87 | -11,273 | -4.85% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 217,829 | 17,857 | 0.24% | 0.47% | 88 | -203,447 | -48.29% | Q1 2026 | May 12, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 216,736 | 17,737 | 0.05% | 0.01% | 89 | +149,771 | 223.66% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | Reduced | 215,934 | 17,702 | 1.84% | 2.22% | 90 | -77,698 | -26.46% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Reduced | 214,658 | 17,597 | 0.04% | 0.04% | 91 | -41,582 | -16.23% | Q1 2026 | May 15, 2026 |
| Passaic Partners LLC | History | Reduced | 209,780 | 17,197 | 1.61% | 2.06% | 92 | -46,863 | -18.26% | Q1 2026 | May 15, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 200,243 | 16,415 | 1.82% | — | 93 | +200,243 | New | Q1 2026 | May 07, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 199,409 | 16,347 | 4.02% | 4.92% | 94 | -8,217 | -3.96% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 196,808 | 16,134 | 0.03% | 0.01% | 95 | +116,808 | 146.01% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 195,321 | 16,012 | 1.07% | 1.13% | 96 | -19,632 | -9.13% | Q1 2026 | Apr 10, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 194,440 | 15,940 | 5.67% | 5.6% | 97 | +3,466 | 1.81% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Added to | 193,924 | 15,897 | 0.0% | 0.0% | 98 | +1,408 | 0.73% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 193,365 | 15,852 | 0.09% | 0.09% | 99 | -11,620 | -5.67% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 192,948 | 15,817 | 0.02% | 0.02% | 100 | +4,885 | 2.6% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 188,287 | 15,436 | 0.2% | 0.19% | 101 | -2,066 | -1.09% | Q1 2026 | May 15, 2026 |
| Estate Counselors, LLC | History | Reduced | 185,026 | 15,168 | 1.35% | 1.31% | 102 | -16,041 | -7.98% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 184,356 | 15,113 | 0.06% | 0.05% | 103 | +21,069 | 12.9% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 182,365 | 14,950 | 0.12% | 0.04% | 104 | +135,095 | 285.79% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 181,930 | 14,914 | 0.08% | 0.04% | 105 | +78,876 | 76.54% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Reduced | 180,854 | 14,826 | 0.02% | 0.02% | 106 | -1,744 | -0.96% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 178,711 | 14,650 | 0.49% | 0.24% | 107 | +9,531 | 5.63% | Q1 2026 | Apr 23, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 176,496 | 14,469 | 0.1% | 0.09% | 108 | -49,980 | -22.07% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 174,898 | 14,338 | 0.07% | 0.08% | 109 | -37,434 | -17.63% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 171,537 | 14,062 | 0.01% | 0.01% | 110 | -3,190 | -1.83% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 170,973 | 14,016 | 0.03% | 0.02% | 111 | +73,609 | 75.6% | Q1 2026 | May 14, 2026 |
| Rothschild Capital Partners, LLC | History | Reduced | 169,753 | 13,916 | 3.41% | 3.53% | 112 | -23,351 | -12.09% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 169,012 | 13,855 | 0.0% | — | 113 | +169,012 | New | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 166,481 | 13,648 | 0.0% | 0.0% | 114 | +123,920 | 291.16% | Q1 2026 | May 13, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 166,226 | 13,627 | 0.8% | 0.75% | 115 | -186 | -0.11% | Q1 2026 | Apr 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 165,544 | 13,571 | 0.02% | 0.09% | 116 | -919,157 | -84.74% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 162,483 | 13,320 | 0.01% | 0.01% | 117 | +725 | 0.45% | Q1 2026 | May 12, 2026 |
| MATAURO, LLC | History | Added to | 162,223 | 13,299 | 1.92% | 1.7% | 118 | +16,914 | 11.64% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Reduced | 161,446 | 13,235 | 0.07% | 0.07% | 119 | -3,437 | -2.08% | Q1 2026 | May 15, 2026 |
| Clarity Financial LLC | History | Reduced | 160,842 | 13,185 | 1.43% | 1.42% | 120 | -36,688 | -18.57% | Q1 2026 | May 01, 2026 |
| Janney Capital Management LLC | History | No change | 167,352 | 13,000 | 0.82% | 0.82% | 121 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 154,677 | 12,680 | 2.53% | 2.32% | 122 | +27,307 | 21.44% | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 154,199 | 12,641 | 1.02% | — | 123 | +154,199 | New | Q1 2026 | Apr 28, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Added to | 152,348 | 12,489 | 1.44% | 1.41% | 124 | +845 | 0.56% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 152,708 | 12,488 | 0.01% | 0.01% | 125 | +19,898 | 14.98% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 151,971 | 12,458 | 0.03% | 0.01% | 126 | +115,062 | 311.75% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 150,242 | 12,316 | 0.07% | 0.06% | 127 | +1,906 | 1.28% | Q1 2026 | Apr 15, 2026 |
| Annex Advisory Services, LLC | History | Added to | 150,032 | 12,299 | 0.23% | 0.2% | 128 | +14,514 | 10.71% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 152,452 | 11,940 | 0.08% | 0.07% | 129 | +14,708 | 10.68% | Q1 2026 | May 15, 2026 |
| Swan Global Investments, LLC | History | Reduced | 144,314 | 11,830 | 0.39% | 0.43% | 130 | -42,052 | -22.56% | Q1 2026 | May 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 143,873 | 11,795 | 0.09% | 0.09% | 131 | +6,102 | 4.43% | Q1 2026 | Apr 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 143,121 | 11,733 | 0.52% | 0.05% | 132 | +130,136 | 1002.2% | Q1 2026 | Apr 28, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 142,973 | 11,720 | 5.79% | 5.54% | 133 | +3,142 | 2.25% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 141,091 | 11,566 | 0.06% | 0.01% | 134 | +107,673 | 322.2% | Q1 2026 | May 13, 2026 |
| United Asset Strategies, Inc. | History | Added to | 133,856 | 10,973 | 0.87% | 0.75% | 135 | +8,498 | 6.78% | Q1 2026 | Apr 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 131,404 | 10,772 | 0.01% | 0.01% | 136 | -2,171 | -1.63% | Q1 2026 | May 14, 2026 |
| Valence8 US LP | History | Added to | 129,368 | 10,605 | 3.71% | 2.7% | 137 | +12,094 | 10.31% | Q1 2026 | May 15, 2026 |
| Rockport Wealth LLC | History | Added to | 127,588 | 10,457 | 1.9% | 0.04% | 138 | +124,791 | 4461.6% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 125,500 | 10,288 | 0.01% | 0.06% | 139 | -394,068 | -75.85% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 125,149 | 10,259 | 0.21% | 0.18% | 140 | -33,873 | -21.3% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 1,123,744 | 10,226 | 0.11% | 0.06% | 141 | +1,066,978 | 1879.61% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 122,906 | 10,075 | 0.03% | 0.02% | 142 | +32,889 | 36.54% | Q1 2026 | May 14, 2026 |
| Northstar Advisory Group, LLC | History | New | 121,712 | 9,977 | 3.71% | — | 143 | +121,712 | New | Q1 2026 | Apr 08, 2026 |
| IMZ Advisory Inc | History | Reduced | 121,581 | 9,967 | 3.77% | 3.54% | 144 | -2,790 | -2.24% | Q1 2026 | Apr 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 121,295 | 9,943 | 0.55% | 0.41% | 145 | +26,624 | 28.12% | Q1 2026 | Apr 30, 2026 |
| Maven Securities LTD | History | Reduced | 120,043 | 9,835 | 0.19% | 0.24% | 146 | -17,179 | -12.52% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 117,508 | 9,806 | 0.55% | 0.31% | 147 | +49,090 | 71.75% | Q1 2026 | Apr 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 118,459 | 9,711 | 0.3% | 0.31% | 148 | -4,723 | -3.83% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 115,534 | 9,471 | 0.11% | 0.11% | 149 | -1,039 | -0.89% | Q1 2026 | May 08, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 115,242 | 9,447 | 1.46% | 1.5% | 150 | -5,751 | -4.75% | Q1 2026 | Apr 23, 2026 |
| KWMG, LLC | History | Added to | 114,617 | 9,396 | 0.78% | 0.74% | 151 | +3,377 | 3.04% | Q1 2026 | Apr 09, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 114,554 | 9,391 | 0.19% | 0.17% | 152 | -8,305 | -6.76% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 114,112 | 9,354 | 0.39% | — | 153 | +114,112 | New | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 114,371 | 9,300 | 0.83% | 0.79% | 154 | -559 | -0.49% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 113,354 | 9,292 | 0.02% | 0.01% | 155 | +72,515 | 177.56% | Q1 2026 | May 01, 2026 |
| Spruce Point Capital Management, LLC | History | Added to | 110,000 | 9,017 | 9.92% | 3.55% | 156 | +88,000 | 400.0% | Q1 2026 | May 12, 2026 |
| LifePlan Financial, LLC | History | Added to | 109,847 | 9,005 | 6.65% | 6.14% | 157 | +6,696 | 6.49% | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 109,183 | 8,950 | 0.07% | 0.05% | 158 | +28,062 | 34.59% | Q1 2026 | May 15, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Added to | 108,774 | 8,917 | 7.02% | 6.52% | 159 | +7,539 | 7.45% | Q1 2026 | Apr 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 107,899 | 8,841 | 0.01% | 0.01% | 160 | +12,735 | 13.38% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 105,627 | 8,659 | 0.1% | 0.1% | 161 | +3,624 | 3.55% | Q1 2026 | May 01, 2026 |
| Sharper & Granite LLC | History | Reduced | 105,610 | 8,657 | 2.96% | 2.97% | 162 | -3,096 | -2.85% | Q1 2026 | Apr 08, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 104,596 | 8,574 | 0.9% | 0.23% | 163 | +77,149 | 281.08% | Q1 2026 | May 11, 2026 |
| Bellwether Advisors, LLC | History | New | 104,250 | 8,546 | 1.45% | — | 164 | +104,250 | New | Q1 2026 | May 12, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 100,000 | 8,198 | 0.57% | — | 165 | +100,000 | New | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 99,939 | 8,192 | 0.0% | 0.0% | 166 | -17,944 | -15.22% | Q1 2026 | May 13, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 99,294 | 8,140 | 1.77% | 2.18% | 167 | -23,154 | -18.91% | Q1 2026 | May 11, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 97,275 | 7,974 | 0.63% | 0.58% | 168 | -2,844 | -2.84% | Q1 2026 | Apr 17, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 97,041 | 7,955 | 4.32% | 1.09% | 169 | +71,505 | 280.02% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Reduced | 96,146 | 7,882 | 0.42% | 1.03% | 170 | -132,437 | -57.94% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 94,356 | 7,735 | 0.22% | 0.02% | 171 | +87,849 | 1350.07% | Q1 2026 | Apr 09, 2026 |
| Empowered Funds, LLC | History | New | 93,809 | 7,690 | 0.05% | — | 172 | +93,809 | New | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | Reduced | 93,054 | 7,628 | 0.42% | 0.39% | 173 | -339 | -0.36% | Q1 2026 | Apr 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 92,734 | 7,602 | 0.24% | 0.12% | 174 | +44,568 | 92.53% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 91,894 | 7,533 | 0.49% | 0.5% | 175 | -6,045 | -6.17% | Q1 2026 | Apr 15, 2026 |
| THOR TRADING ADVISORS, LLC | History | Added to | 90,618 | 7,428 | 3.08% | 2.71% | 176 | +7,046 | 8.43% | Q1 2026 | May 07, 2026 |
| Concentric Capital Strategies, LP | History | New | 89,994 | 7,377 | 0.62% | — | 177 | +89,994 | New | Q1 2026 | May 15, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 89,366 | 7,326 | 2.06% | 3.74% | 178 | -61,176 | -40.64% | Q1 2026 | May 13, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 87,992 | 7,213 | 2.53% | 0.13% | 179 | +83,487 | 1853.21% | Q1 2026 | May 05, 2026 |
| Circle Wealth Management, LLC | History | Added to | 87,501 | 7,173 | 0.1% | 0.1% | 180 | +135 | 0.15% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 85,551 | 7,013 | 0.01% | 0.01% | 181 | -21,001 | -19.71% | Q1 2026 | May 14, 2026 |
| One Wealth Map LLC | History | Reduced | 82,057 | 6,906 | 3.24% | 3.62% | 182 | -2,122 | -2.52% | Q1 2026 | May 04, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 88,515 | 6,875 | 1.45% | 1.45% | 183 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 82,800 | 6,787 | 0.01% | 0.0% | 184 | +65,652 | 382.86% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 82,682 | 6,778 | 0.11% | 0.01% | 185 | +73,485 | 799.01% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 80,661 | 6,612 | 0.09% | 0.09% | 186 | -352 | -0.43% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 80,100 | 6,566 | 0.01% | 0.04% | 187 | -513,577 | -86.51% | Q1 2026 | May 14, 2026 |
| Niles Investment Management, LLC | History | New | 79,982 | 6,556 | 5.89% | — | 188 | +79,982 | New | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 79,661 | 6,530 | 0.15% | 0.17% | 189 | -9,225 | -10.38% | Q1 2026 | May 15, 2026 |
| Madison Park Capital Advisors, LLC | History | New | 79,455 | 6,513 | 5.12% | — | 190 | +79,455 | New | Q1 2026 | Apr 22, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 79,069 | 6,482 | 0.74% | 0.84% | 191 | -21,759 | -21.58% | Q1 2026 | Apr 10, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 78,638 | 6,446 | 0.36% | 0.36% | 192 | -7,536 | -8.75% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 98,069 | 6,390 | 0.01% | 0.01% | 193 | -7,054 | -6.71% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 77,833 | 6,380 | 0.09% | 0.09% | 194 | -174 | -0.22% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 77,712 | 6,370 | 0.15% | 0.08% | 195 | +32,665 | 72.51% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 81,633 | 6,341 | 0.0% | 0.0% | 196 | -120,023 | -59.52% | Q1 2026 | May 15, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 76,333 | 6,257 | 1.47% | 1.38% | 197 | +737 | 0.97% | Q1 2026 | Apr 17, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 75,639 | 6,200 | 1.3% | 1.13% | 198 | +2,785 | 3.82% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | Reduced | 75,345 | 6,176 | 0.08% | 0.13% | 199 | -64,905 | -46.28% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | Reduced | 75,216 | 6,166 | 0.05% | 0.05% | 200 | -5,816 | -7.18% | Q1 2026 | May 08, 2026 |
| Client First Capital LLC | History | New | 74,468 | 6,104 | 2.65% | — | 201 | +74,468 | New | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Reduced | 74,384 | 6,097 | 0.21% | 0.2% | 202 | -2,276 | -2.97% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 73,930 | 6,060 | 0.44% | 0.39% | 203 | +3,124 | 4.41% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 73,020 | 5,986 | 0.0% | 0.0% | 204 | +4,613 | 6.74% | Q1 2026 | May 15, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 72,734 | 5,962 | 0.23% | 0.23% | 205 | -7,461 | -9.3% | Q1 2026 | Apr 16, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 72,271 | 5,924 | 2.53% | 2.11% | 206 | +6,172 | 9.34% | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 72,097 | 5,910 | 1.61% | 1.42% | 207 | +3,134 | 4.54% | Q1 2026 | May 13, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 76,017 | 5,905 | 1.11% | 1.11% | 208 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Howard Capital Management Group, LLC | History | Added to | 71,611 | 5,870 | 0.39% | 0.35% | 209 | +180 | 0.25% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 71,135 | 5,831 | 0.03% | 0.01% | 210 | +45,106 | 173.29% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 74,843 | 5,813 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 70,892 | 5,811 | 0.4% | 0.37% | 212 | -161 | -0.23% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 69,530 | 5,700 | 0.13% | 0.14% | 213 | -4,953 | -6.65% | Q1 2026 | May 11, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 69,065 | 5,661 | 0.08% | 0.22% | 214 | -108,561 | -61.12% | Q1 2026 | May 01, 2026 |
| Client First Investment Management LLC | History | New | 68,738 | 5,635 | 2.93% | — | 215 | +68,738 | New | Q1 2026 | Apr 10, 2026 |
| Man Group plc | History | New | 68,425 | 5,609 | 0.01% | — | 216 | +68,425 | New | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | Added to | 67,463 | 5,531 | 2.6% | 2.27% | 217 | +4,254 | 6.73% | Q1 2026 | Apr 15, 2026 |
| Algorithmic Investment Models, LLC | History | New | 66,858 | 5,481 | 6.76% | — | 218 | +66,858 | New | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 65,141 | 5,340 | 0.21% | 0.2% | 219 | -2,244 | -3.33% | Q1 2026 | Apr 13, 2026 |
| Proficio Capital Partners LLC | History | New | 64,770 | 5,309 | 0.28% | — | 220 | +64,770 | New | Q1 2026 | May 14, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 64,676 | 5,302 | 1.07% | 1.0% | 221 | -159 | -0.25% | Q1 2026 | Apr 22, 2026 |
| Destination Wealth Management | History | Reduced | 63,960 | 5,243 | 0.14% | 0.13% | 222 | -3,436 | -5.1% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 63,863 | 5,235 | 0.7% | 0.68% | 223 | -9 | -0.01% | Q1 2026 | Apr 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 64,031 | 5,215 | 0.01% | 0.01% | 224 | +6,350 | 11.01% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Reduced | 62,986 | 5,163 | 0.06% | 0.08% | 225 | -22,792 | -26.57% | Q1 2026 | May 05, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 62,776 | 5,146 | 0.09% | 0.09% | 226 | -8,616 | -12.07% | Q1 2026 | Apr 21, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Added to | 62,244 | 5,102 | 3.95% | 3.77% | 227 | +1,697 | 2.8% | Q1 2026 | Apr 28, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 61,291 | 5,024 | 0.57% | 0.57% | 228 | -5,185 | -7.8% | Q1 2026 | May 04, 2026 |
| American National Bank of Texas | History | Reduced | 60,939 | 4,995 | 4.76% | 4.69% | 230 | -1,994 | -3.17% | Q1 2026 | Apr 09, 2026 |
| FCA CORP /TX | History | Added to | 60,930 | 4,995 | 1.41% | 1.31% | 229 | +1,010 | 1.69% | Q1 2026 | May 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 60,912 | 4,993 | 0.35% | 0.36% | 231 | -1,388 | -2.23% | Q1 2026 | May 14, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 60,166 | 4,932 | 0.27% | 0.26% | 232 | -3,616 | -5.67% | Q1 2026 | May 12, 2026 |
| Independence Wealth Advisors, LLC | History | Reduced | 59,980 | 4,917 | 2.62% | 2.8% | 233 | -4,037 | -6.31% | Q1 2026 | Apr 20, 2026 |
| SRB CORP | History | No change | 59,584 | 4,884 | 0.3% | 0.25% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 62,711 | 4,871 | 0.27% | 0.27% | 235 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 59,198 | 4,853 | 0.01% | 0.01% | 236 | +10,268 | 20.99% | Q1 2026 | May 15, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 56,765 | 4,676 | 1.23% | 1.44% | 237 | -1,923 | -3.28% | Q1 2026 | Apr 21, 2026 |
| Capula Management Ltd | History | Added to | 56,975 | 4,670 | 0.03% | 0.01% | 238 | +36,410 | 177.05% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 56,838 | 4,654 | 0.01% | 0.01% | 239 | -46,751 | -45.13% | Q1 2026 | Apr 08, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 56,331 | 4,617 | 0.79% | 0.73% | 240 | +1,231 | 2.23% | Q1 2026 | May 13, 2026 |
| Advocate Investing Services LLC | History | Added to | 56,252 | 4,611 | 3.91% | 2.94% | 241 | +14,012 | 33.17% | Q1 2026 | Apr 22, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 55,821 | 4,575 | 1.35% | 1.68% | 242 | +10,521 | 23.23% | Q1 2026 | May 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 55,547 | 4,554 | 1.24% | 1.23% | 243 | -1,000 | -1.77% | Q1 2026 | Apr 29, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 55,477 | 4,548 | 0.5% | 0.44% | 244 | +3,253 | 6.23% | Q1 2026 | Apr 16, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 57,309 | 4,451 | 0.33% | 0.33% | 245 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 53,858 | 4,415 | 1.49% | 1.38% | 246 | -689 | -1.26% | Q1 2026 | May 12, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 53,594 | 4,394 | 1.13% | 1.01% | 247 | -2,389 | -4.27% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 53,259 | 4,366 | 0.12% | 0.11% | 248 | +3,941 | 7.99% | Q1 2026 | May 04, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 53,175 | 4,359 | 0.59% | 0.51% | 249 | +721 | 1.37% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Added to | 52,542 | 4,280 | 0.32% | 0.26% | 250 | +7,228 | 15.95% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | Added to | 52,160 | 4,276 | 0.05% | 0.01% | 251 | +48,505 | 1327.09% | Q1 2026 | May 12, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 51,684 | 4,237 | 0.55% | 0.62% | 252 | -10,248 | -16.55% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 51,195 | 4,196 | 0.13% | 0.04% | 253 | +19,801 | 63.07% | Q1 2026 | Apr 29, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 51,053 | 4,185 | 0.46% | 0.52% | 254 | -6,063 | -10.62% | Q1 2026 | Apr 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 51,070 | 4,184 | 0.11% | 0.17% | 255 | -30,220 | -37.18% | Q1 2026 | Apr 28, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 50,673 | 4,161 | 0.07% | 0.07% | 256 | -53 | -0.1% | Q1 2026 | May 15, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 50,676 | 4,154 | 0.54% | 0.45% | 257 | -1,186 | -2.29% | Q1 2026 | Apr 22, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 50,612 | 4,149 | 2.12% | 2.03% | 258 | +1,193 | 2.41% | Q1 2026 | May 01, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 50,602 | 4,148 | 0.38% | 0.33% | 259 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fluent Financial, LLC | History | Reduced | 50,744 | 4,138 | 1.51% | 2.64% | 260 | -38,603 | -43.21% | Q1 2026 | Apr 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 50,427 | 4,134 | 0.72% | 0.62% | 261 | +4,351 | 9.44% | Q1 2026 | May 12, 2026 |
| Edenbrook Capital, LLC | History | New | 50,000 | 4,099 | 1.28% | — | 262 | +50,000 | New | Q1 2026 | May 14, 2026 |
| Atlas FRM LLC | History | New | 50,000 | 4,099 | 0.27% | — | 263 | +50,000 | New | Q1 2026 | May 14, 2026 |
| Clear Street Group Inc. | History | New | 50,000 | 4,099 | 0.02% | — | 264 | +50,000 | New | Q1 2026 | May 15, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 49,349 | 4,045 | 0.11% | 0.1% | 265 | -654 | -1.31% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 49,320 | 4,043 | 0.03% | 0.03% | 266 | +4 | 0.01% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Reduced | 48,596 | 3,983 | 0.09% | 0.07% | 267 | -582 | -1.18% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 159,716 | 3,952 | 0.18% | 0.06% | 268 | -64,666 | -28.82% | Q1 2026 | May 15, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 48,126 | 3,945 | 1.64% | 1.16% | 269 | +14,600 | 43.55% | Q1 2026 | Apr 07, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 46,980 | 3,851 | 0.39% | 1.06% | 270 | -88,874 | -65.42% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 46,249 | 3,791 | 0.03% | 0.02% | 271 | +8,652 | 23.01% | Q1 2026 | Apr 15, 2026 |
| AMG National Trust Bank | History | Added to | 46,241 | 3,790 | 0.08% | 0.06% | 272 | +14,170 | 44.18% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 46,174 | 3,784 | 0.02% | 0.02% | 273 | -1,076 | -2.28% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 45,860 | 3,759 | 0.27% | 0.06% | 274 | +34,300 | 296.71% | Q1 2026 | May 15, 2026 |
| III Capital Management | History | Added to | 45,732 | 3,749 | 1.09% | 0.07% | 275 | +39,681 | 655.78% | Q1 2026 | May 15, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 45,683 | 3,745 | 2.14% | 2.15% | 276 | +3,636 | 8.65% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 45,666 | 3,743 | 0.07% | 0.08% | 277 | -4,202 | -8.43% | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 45,509 | 3,730 | 0.09% | 0.09% | 278 | -4,533 | -9.06% | Q1 2026 | May 15, 2026 |
| Biondo Investment Advisors, LLC | History | New | 45,484 | 3,728 | 0.48% | — | 279 | +45,484 | New | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 45,427 | 3,724 | 0.08% | 0.08% | 280 | +1,558 | 3.55% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 45,246 | 3,709 | 0.11% | 0.13% | 281 | -9,543 | -17.42% | Q1 2026 | Apr 06, 2026 |
| Capital Advantage, Inc. | History | Reduced | 45,092 | 3,696 | 0.48% | 0.47% | 282 | -25 | -0.06% | Q1 2026 | Apr 10, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 44,763 | 3,669 | 1.53% | 1.37% | 283 | +2,443 | 5.77% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 44,730 | 3,666 | 0.02% | 0.02% | 284 | -1,886 | -4.05% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Reduced | 44,722 | 3,666 | 0.51% | 0.52% | 285 | -963 | -2.11% | Q1 2026 | Apr 22, 2026 |
| Simmons Bank | History | Reduced | 44,698 | 3,664 | 0.25% | 0.25% | 286 | -4,126 | -8.45% | Q1 2026 | Apr 23, 2026 |
| DRW Securities, LLC | History | Reduced | 43,986 | 3,605 | 0.05% | 0.18% | 287 | -45,408 | -50.8% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 43,497 | 3,565 | 0.01% | 0.01% | 288 | -52 | -0.12% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 43,458 | 3,562 | 0.1% | 0.11% | 289 | +1,283 | 3.04% | Q1 2026 | May 11, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 45,797 | 3,557 | 0.55% | 0.55% | 290 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 43,167 | 3,538 | 0.0% | 0.0% | 291 | +4,298 | 11.06% | Q1 2026 | May 15, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 43,002 | 3,525 | 8.24% | — | 292 | +43,002 | New | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 42,746 | 3,504 | 0.02% | 0.01% | 293 | +14,570 | 51.71% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 42,560 | 3,489 | 0.05% | 0.03% | 294 | +24,914 | 141.19% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | New | 41,837 | 3,429 | 0.04% | — | 295 | +41,837 | New | Q1 2026 | May 11, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 41,077 | 3,395 | 1.98% | 1.41% | 296 | +10,378 | 33.81% | Q1 2026 | Apr 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 41,256 | 3,382 | 0.06% | — | 297 | +41,256 | New | Q1 2026 | Apr 27, 2026 |
| DV Trading LLC | History | Added to | 40,924 | 3,354 | 0.08% | 0.01% | 298 | +36,424 | 809.42% | Q1 2026 | May 15, 2026 |
| Alphadyne Asset Management LP | History | New | 40,884 | 3,351 | 0.06% | — | 299 | +40,884 | New | Q1 2026 | May 15, 2026 |
| Allred Capital Management, LLC | History | Reduced | 40,012 | 3,280 | 1.19% | 1.13% | 300 | -251 | -0.62% | Q1 2026 | May 13, 2026 |