SELECT SECTOR SPDR TRUST - XLRE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 47,961,726 | 1,958,277 | 1.33% | 1.29% | 1 | +3,468,550 | 7.8% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 7,294,695 | 297,842 | 0.02% | 0.02% | 2 | +817,339 | 12.62% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,179,190 | 293,126 | 0.02% | 0.06% | 3 | -12,675,013 | -63.84% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,769,742 | 232,001 | 0.01% | 0.0% | 4 | +5,559,995 | 2650.81% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 4,117,461 | 168,115 | 0.04% | 0.04% | 5 | +109,443 | 2.73% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,994,740 | 163,105 | 0.03% | 0.03% | 6 | +110,043 | 2.83% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 3,321,533 | 135,618 | 2.89% | 2.78% | 7 | +52,739 | 1.61% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 2,731,500 | 111,527 | 0.09% | 0.33% | 8 | -3,004,200 | -52.38% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,605,098 | 106,366 | 0.02% | 0.01% | 9 | +913,443 | 54.0% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,599,989 | 65,327 | 0.96% | 0.91% | 10 | +115,764 | 7.8% | Q1 2026 | Apr 17, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,589,587 | 64,902 | 4.75% | 4.44% | 11 | +70,032 | 4.61% | Q1 2026 | Apr 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,571,645 | 64,175 | 0.01% | 0.02% | 12 | -754,769 | -32.44% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 1,426,962 | 58,262 | 0.27% | 0.31% | 13 | +115,535 | 8.81% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 1,373,623 | 56,085 | 0.06% | 0.06% | 14 | +79,673 | 6.16% | Q1 2026 | May 13, 2026 |
| American Family Investments, Inc. | History | New | 1,367,087 | 55,818 | 1.47% | — | 15 | +1,367,087 | New | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,288,221 | 52,598 | 0.08% | 0.08% | 16 | -6,582 | -0.51% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,221,881 | 49,889 | 0.03% | 0.03% | 17 | +26,035 | 2.18% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,183,650 | 48,328 | 0.01% | 0.02% | 18 | -48,937 | -3.97% | Q1 2026 | May 14, 2026 |
| Phoenix Financial Ltd. | History | No change | 1,063,404 | 43,419 | 0.41% | 0.47% | 19 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parcion Private Wealth LLC | History | New | 1,050,724 | 42,901 | 2.66% | — | 20 | +1,050,724 | New | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,030,548 | 42,077 | 0.01% | 0.01% | 21 | +598,656 | 138.61% | Q1 2026 | May 04, 2026 |
| Advisory Alpha, LLC | History | Reduced | 917,501 | 37,463 | 1.02% | 1.16% | 22 | -139,227 | -13.18% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 783,471 | 31,989 | 0.5% | 0.42% | 23 | +82,359 | 11.75% | Q1 2026 | May 13, 2026 |
| Auto-Owners Insurance Co | History | No change | 766,565 | 31,314 | 0.66% | 0.65% | 24 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 718,918 | 29,354 | 0.06% | 0.03% | 25 | +292,889 | 68.75% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 716,755 | 29,264 | 0.01% | 0.0% | 26 | +125,066 | 21.14% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 701,841 | 28,656 | 0.37% | 0.29% | 27 | +130,358 | 22.81% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 701,043 | 28,623 | 0.0% | 0.0% | 28 | -326,488 | -31.77% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 659,000 | 26,906 | 0.3% | 0.27% | 29 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stonebridge Financial Group, LLC | History | New | 639,514 | 26,111 | 2.15% | — | 30 | +639,514 | New | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Added to | 588,063 | 24,010 | 0.06% | 0.06% | 31 | +59,145 | 11.18% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 581,690 | 23,767 | 0.76% | 0.73% | 32 | +61,428 | 11.81% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 551,269 | 22,508 | 0.02% | 0.02% | 33 | +16,050 | 3.0% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 535,397 | 21,860 | 0.05% | 0.01% | 34 | +401,497 | 299.85% | Q1 2026 | Apr 22, 2026 |
| Dean, Jacobson Financial Services, LLC | History | New | 522,170 | 21,320 | 13.1% | — | 35 | +522,170 | New | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 510,351 | 20,837 | 0.0% | 0.01% | 36 | -1,367,773 | -72.83% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 493,952 | 20,168 | 0.02% | 0.02% | 37 | +18,847 | 3.97% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 475,451 | 19,412 | 0.54% | 0.52% | 38 | +14,578 | 3.16% | Q1 2026 | May 12, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 460,928 | 18,819 | 2.73% | 2.84% | 39 | +4,411 | 0.97% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 455,758 | 18,608 | 0.01% | 0.01% | 40 | -367,846 | -44.66% | Q1 2026 | May 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 448,499 | 18,312 | 0.2% | 0.26% | 41 | -119,468 | -21.03% | Q1 2026 | Apr 29, 2026 |
| SIH Partners, LLLP | History | Added to | 445,213 | 18,178 | 0.24% | 0.08% | 42 | +335,082 | 304.26% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 412,626 | 17,169 | 0.03% | 0.04% | 43 | -240,290 | -36.8% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 411,908 | 16,818 | 0.0% | 0.01% | 44 | -970,492 | -70.2% | Q1 2026 | May 12, 2026 |
| COUNTRY TRUST BANK | History | Added to | 403,236 | 16,464 | 0.31% | 0.25% | 45 | +66,395 | 19.71% | Q1 2026 | Apr 10, 2026 |
| Prentice Wealth Management LLC | History | Added to | 380,776 | 15,547 | 3.51% | 0.64% | 46 | +311,380 | 448.7% | Q1 2026 | Apr 17, 2026 |
| Janney Capital Management LLC | History | No change | 383,844 | 15,488 | 0.97% | 0.97% | 47 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 378,511 | 15,454 | 1.08% | 1.03% | 48 | +9,482 | 2.57% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 375,537 | 15,333 | 0.21% | 0.67% | 49 | -769,675 | -67.21% | Q1 2026 | May 12, 2026 |
| FARMERS TRUST CO | History | Added to | 366,692 | 14,972 | 2.35% | 1.68% | 50 | +112,089 | 44.03% | Q1 2026 | Apr 07, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 362,757 | 14,811 | 4.01% | 3.99% | 51 | +56,674 | 18.52% | Q1 2026 | Apr 17, 2026 |
| Jain Global LLC | History | Added to | 354,052 | 14,455 | 0.06% | 0.01% | 52 | +298,854 | 541.42% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 351,121 | 14,336 | 0.2% | 0.2% | 53 | +6,697 | 1.94% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 344,679 | 14,073 | 0.01% | 0.01% | 54 | -28,312 | -7.59% | Q1 2026 | May 12, 2026 |
| Hudock, Inc. | History | Added to | 334,207 | 13,645 | 2.01% | 1.75% | 55 | +39,409 | 13.37% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 330,994 | 13,514 | 0.05% | 0.05% | 56 | +15,854 | 5.03% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 330,635 | 13,499 | 0.07% | 0.07% | 57 | +48,069 | 17.01% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 307,116 | 12,539 | 0.02% | — | 58 | +307,116 | New | Q1 2026 | May 13, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 303,152 | 12,377 | 0.81% | 0.8% | 59 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 302,989 | 12,371 | 0.07% | 0.07% | 60 | +10,228 | 3.49% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 292,879 | 11,958 | 0.46% | 0.44% | 61 | -2,168 | -0.73% | Q1 2026 | May 12, 2026 |
| Trust Asset Management LLC | History | No change | 285,208 | 11,645 | 0.83% | 0.78% | 62 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 277,338 | 11,323 | 0.05% | 0.05% | 63 | -19,363 | -6.53% | Q1 2026 | May 07, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 276,106 | 11,273 | 0.34% | 0.28% | 64 | +42,345 | 18.11% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 260,000 | 10,615 | 0.0% | 0.0% | 65 | -122,800 | -32.08% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Added to | 239,993 | 10,600 | 1.3% | 1.2% | 66 | +10,716 | 4.67% | Q1 2026 | May 06, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 251,930 | 10,291 | 0.88% | 0.88% | 67 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| American Financial Advisors, LLC | History | Reduced | 238,717 | 9,746 | 1.3% | 1.27% | 68 | -4,532 | -1.86% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 234,312 | 9,566 | 0.01% | 0.01% | 69 | -34,187 | -12.73% | Q1 2026 | Apr 27, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 232,240 | 9,482 | 1.46% | 1.05% | 70 | +46,265 | 24.88% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 225,574 | 9,210 | 0.78% | 0.82% | 71 | -17,775 | -7.3% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 225,430 | 9,204 | 0.03% | 0.02% | 72 | +85,310 | 60.88% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 206,667 | 8,438 | 0.01% | 0.01% | 73 | +28,386 | 15.92% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 205,930 | 8,409 | 0.01% | 0.01% | 74 | +24,078 | 13.24% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 205,235 | 8,379 | 0.22% | 0.03% | 75 | +175,706 | 595.03% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 198,229 | 8,093 | 0.09% | — | 76 | +198,229 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 194,451 | 7,939 | 0.0% | 0.0% | 77 | +56,334 | 40.79% | Q1 2026 | May 08, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 191,991 | 7,838 | 3.91% | 3.61% | 78 | +11,201 | 6.2% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 186,399 | 7,610 | 0.03% | 0.03% | 79 | -365 | -0.2% | Q1 2026 | Apr 24, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 187,220 | 7,559 | 1.17% | 1.17% | 80 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 184,305 | 7,525 | 6.15% | — | 81 | +184,305 | New | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 181,505 | 7,410 | 0.04% | 0.04% | 82 | +36,909 | 25.53% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 179,710 | 7,337 | 0.01% | 0.01% | 83 | -46,697 | -20.63% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 175,572 | 7,168 | 0.17% | 0.11% | 84 | +66,520 | 61.0% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | New | 174,064 | 7,107 | 0.3% | — | 85 | +174,064 | New | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 168,997 | 6,900 | 0.02% | 0.02% | 86 | -13,085 | -7.19% | Q1 2026 | Apr 30, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 167,883 | 6,854 | 2.19% | 2.63% | 87 | -30,157 | -15.23% | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 165,059 | 6,739 | 0.01% | 0.0% | 88 | +159,359 | 2795.77% | Q1 2026 | May 15, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 164,463 | 6,715 | 0.38% | 0.37% | 89 | -6,592 | -3.85% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 165,463 | 6,313 | 0.01% | 0.01% | 90 | -33,608 | -16.88% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 150,902 | 6,161 | 0.01% | 0.01% | 91 | -5,223 | -3.35% | Q1 2026 | May 15, 2026 |
| LCW Services, LLC | History | New | 150,826 | 6,158 | 3.06% | — | 92 | +150,826 | New | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 145,628 | 5,946 | 0.04% | 0.04% | 93 | +28,305 | 24.13% | Q1 2026 | May 15, 2026 |
| Aspect Partners, LLC | History | Added to | 145,203 | 5,928 | 2.42% | 2.46% | 94 | +5,951 | 4.27% | Q1 2026 | Apr 02, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 143,933 | 5,876 | 0.39% | 0.42% | 95 | -10,338 | -6.7% | Q1 2026 | Apr 10, 2026 |
| Cedar Point Capital Partners, LLC | History | New | 141,984 | 5,797 | 3.77% | — | 96 | +141,984 | New | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 90,093 | 5,699 | 0.0% | 0.0% | 97 | +28,696 | 46.74% | Q1 2026 | May 12, 2026 |
| Econ Financial Services Corp | History | New | 138,915 | 5,671 | 2.63% | — | 98 | +138,915 | New | Q1 2026 | Apr 21, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 131,543 | 5,582 | 0.78% | 0.74% | 99 | +5,037 | 3.98% | Q1 2026 | Apr 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 135,802 | 5,544 | 0.12% | 0.12% | 100 | +5,249 | 4.02% | Q1 2026 | May 14, 2026 |
| Stadion Money Management, LLC | History | Reduced | 133,733 | 5,460 | 0.55% | 1.88% | 101 | -439,646 | -76.68% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 133,442 | 5,448 | 0.3% | 0.25% | 102 | +24,904 | 22.94% | Q1 2026 | May 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 133,268 | 5,441 | 0.18% | 0.18% | 103 | -3,335 | -2.44% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 133,095 | 5,434 | 0.03% | 0.07% | 104 | -248,825 | -65.15% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Reduced | 132,141 | 5,395 | 0.07% | 0.07% | 105 | -4,622 | -3.38% | Q1 2026 | May 12, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 131,530 | 5,370 | 6.63% | 5.83% | 106 | +14,391 | 12.29% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 130,564 | 5,330 | 0.03% | 0.04% | 107 | -36,663 | -21.92% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Added to | 130,196 | 5,315 | 0.06% | 0.05% | 108 | +12,274 | 10.41% | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 128,426 | 5,243 | 0.03% | 0.01% | 109 | +70,162 | 120.42% | Q1 2026 | May 14, 2026 |
| American National Bank of Texas | History | Added to | 128,164 | 5,232 | 4.99% | 4.95% | 110 | +528 | 0.41% | Q1 2026 | Apr 09, 2026 |
| Certified Advisory Corp | History | Reduced | 123,693 | 5,049 | 0.45% | 0.62% | 111 | -44,849 | -26.61% | Q1 2026 | Apr 17, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 123,573 | 5,045 | 2.0% | 1.72% | 112 | +8,634 | 7.51% | Q1 2026 | Apr 14, 2026 |
| FLC Capital Advisors | History | Added to | 121,233 | 4,949 | 0.88% | 0.84% | 113 | +9,063 | 8.08% | Q1 2026 | May 01, 2026 |
| CacheTech Inc. | History | Reduced | 119,190 | 4,866 | 0.94% | 0.92% | 114 | -4,475 | -3.62% | Q1 2026 | May 11, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 117,695 | 4,805 | 0.18% | 0.17% | 115 | +4,888 | 4.33% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 114,669 | 4,681 | 0.02% | 0.03% | 116 | +3,319 | 2.98% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 114,616 | 4,679 | 0.26% | 0.28% | 117 | -9,850 | -7.91% | Q1 2026 | Apr 20, 2026 |
| Adams Wealth Management | History | Reduced | 114,161 | 4,661 | 1.02% | 1.06% | 118 | -9,504 | -7.69% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 113,418 | 4,630 | 0.01% | 0.01% | 119 | -10,466 | -8.45% | Q1 2026 | May 04, 2026 |
| Talon Private Wealth, LLC | History | New | 113,303 | 4,626 | 0.61% | — | 120 | +113,303 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 113,287 | 4,571 | 0.03% | 0.03% | 121 | -12,274 | -9.78% | Q1 2026 | May 15, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 109,826 | 4,484 | 4.81% | — | 122 | +109,826 | New | Q1 2026 | Apr 20, 2026 |
| Legacy Private Trust Co. | History | Reduced | 108,241 | 4,419 | 0.27% | 0.26% | 123 | -3,693 | -3.3% | Q1 2026 | Apr 07, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 107,879 | 4,405 | 0.9% | 1.06% | 124 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 106,376 | 4,343 | 0.33% | 0.24% | 125 | +18,488 | 21.04% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 104,766 | 4,277 | 0.0% | 0.0% | 126 | +74,363 | 244.59% | Q1 2026 | May 13, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 104,758 | 4,277 | 0.85% | 0.83% | 127 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Swan Global Investments, LLC | History | Reduced | 104,403 | 4,262 | 0.14% | 0.16% | 128 | -31,353 | -23.1% | Q1 2026 | May 07, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 105,424 | 4,253 | 0.39% | 0.45% | 129 | -3,490 | -3.2% | Q1 2026 | Apr 09, 2026 |
| CAP Partners, LLC | History | Added to | 103,924 | 4,243 | 2.4% | 2.23% | 130 | +6,574 | 6.75% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 102,797 | 4,197 | 0.15% | 0.17% | 131 | +11,481 | 12.57% | Q1 2026 | May 19, 2026 |
| Nelson Capital Management, LLC | History | Added to | 102,602 | 4,189 | 0.51% | 0.48% | 132 | +833 | 0.82% | Q1 2026 | May 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 102,373 | 4,179 | 0.06% | 0.06% | 133 | -2,440 | -2.33% | Q1 2026 | May 01, 2026 |
| Norris Financial Group, LLC | History | New | 101,930 | 4,161 | 1.36% | — | 134 | +101,930 | New | Q1 2026 | May 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 101,379 | 4,139 | 0.19% | 0.16% | 135 | +12,579 | 14.17% | Q1 2026 | May 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 98,436 | 4,019 | 0.15% | 0.16% | 136 | -8,215 | -7.7% | Q1 2026 | May 14, 2026 |
| Rothschild Capital Partners, LLC | History | Reduced | 96,864 | 3,954 | 0.97% | 0.98% | 137 | -6,143 | -5.96% | Q1 2026 | May 15, 2026 |
| Arch Global Advisors, LLC | History | New | 94,079 | 3,841 | 2.0% | — | 138 | +94,079 | New | Q1 2026 | Apr 15, 2026 |
| BARCLAYS PLC | History | Reduced | 93,591 | 3,821 | 0.0% | 0.0% | 139 | -151,473 | -61.81% | Q1 2026 | May 14, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 93,273 | 3,808 | 0.8% | 0.71% | 140 | +5,711 | 6.52% | Q1 2026 | May 12, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 82,432 | 3,659 | 0.61% | 0.57% | 141 | +825 | 1.01% | Q1 2026 | May 08, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 89,366 | 3,648 | 0.08% | 0.08% | 142 | +4,607 | 5.44% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 87,262 | 3,562 | 0.0% | 0.0% | 143 | -15,248 | -14.87% | Q1 2026 | May 14, 2026 |
| PSI Advisors, LLC | History | Reduced | 86,088 | 3,514 | 0.84% | 1.08% | 144 | -20,945 | -19.57% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 85,055 | 3,472 | 0.0% | 0.0% | 145 | +27,712 | 48.33% | Q1 2026 | May 13, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 84,140 | 3,435 | 0.18% | 0.18% | 146 | -1,284 | -1.5% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 85,217 | 3,409 | 0.0% | 0.0% | 147 | +9,825 | 13.03% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Added to | 83,201 | 3,397 | 0.14% | 0.04% | 148 | +60,389 | 264.72% | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 82,517 | 3,368 | 0.32% | 0.36% | 149 | -12,189 | -12.87% | Q1 2026 | Apr 23, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 83,352 | 3,363 | 0.71% | 0.71% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 81,355 | 3,322 | 0.03% | 0.03% | 151 | +2,297 | 2.91% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 81,004 | 3,307 | 0.01% | 0.01% | 152 | +41,449 | 104.79% | Q1 2026 | May 01, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 79,848 | 3,260 | 0.25% | 0.28% | 153 | -11,090 | -12.2% | Q1 2026 | Apr 29, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 79,533 | 3,247 | 1.42% | 1.83% | 154 | -25,804 | -24.5% | Q1 2026 | May 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 78,046 | 3,186 | 0.13% | 0.12% | 155 | +1,211 | 1.58% | Q1 2026 | Apr 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 77,263 | 3,154 | 0.0% | 0.0% | 156 | +26,800 | 53.11% | Q1 2026 | May 05, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 76,232 | 3,112 | 0.69% | 1.17% | 157 | -54,673 | -41.77% | Q1 2026 | Apr 03, 2026 |
| 1ST SOURCE BANK | History | Reduced | 75,551 | 3,084 | 0.16% | 0.17% | 158 | -5,279 | -6.53% | Q1 2026 | May 04, 2026 |
| FORBES J M & CO LLP | History | No change | 74,904 | 3,058 | 0.26% | 0.24% | 159 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 74,889 | 3,057 | 0.18% | 0.18% | 160 | -239 | -0.32% | Q1 2026 | Apr 17, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 74,849 | 3,056 | 0.83% | 0.85% | 161 | -453 | -0.6% | Q1 2026 | Apr 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 74,591 | 3,045 | 0.24% | 0.25% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 74,236 | 3,031 | 0.18% | 0.18% | 163 | +1,874 | 2.59% | Q1 2026 | Apr 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 73,934 | 3,018 | 1.33% | 1.39% | 164 | -1,813 | -2.39% | Q1 2026 | Apr 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 70,711 | 2,887 | 0.01% | 0.01% | 165 | -3,049 | -4.13% | Q1 2026 | May 11, 2026 |
| Spahn Wealth & Retirement LLC | History | New | 68,737 | 2,806 | 3.57% | — | 166 | +68,737 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 66,624 | 2,720 | 0.02% | 0.02% | 167 | -1,744 | -2.55% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 66,415 | 2,711 | 0.03% | 0.01% | 168 | +39,193 | 143.98% | Q1 2026 | May 12, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 65,864 | 2,689 | 0.58% | 0.45% | 169 | +16,324 | 32.95% | Q1 2026 | May 15, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 65,108 | 2,658 | 2.02% | 1.94% | 170 | -843 | -1.28% | Q1 2026 | Apr 30, 2026 |
| Concentric Capital Strategies, LP | History | New | 64,749 | 2,643 | 0.22% | — | 171 | +64,749 | New | Q1 2026 | May 15, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 63,994 | 2,612 | 1.12% | 0.97% | 172 | +5,637 | 9.66% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 63,936 | 2,610 | 0.0% | 0.0% | 173 | +8,930 | 16.23% | Q1 2026 | May 13, 2026 |
| J. Team Financial, Inc. | History | Reduced | 63,315 | 2,585 | 2.89% | 2.64% | 174 | -2,080 | -3.18% | Q1 2026 | Apr 22, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 63,016 | 2,572 | 0.54% | — | 175 | +63,016 | New | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | New | 62,909 | 2,568 | 2.19% | — | 176 | +62,909 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 61,420 | 2,507 | 0.09% | 0.09% | 177 | -7,962 | -11.48% | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | Added to | 61,181 | 2,498 | 0.16% | 0.16% | 178 | +967 | 1.61% | Q1 2026 | Apr 28, 2026 |
| STATE STREET CORP | History | Added to | 61,005 | 2,490 | 0.0% | 0.0% | 179 | +25,700 | 72.79% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 60,673 | 2,477 | 0.04% | 0.04% | 180 | -534 | -0.87% | Q1 2026 | Apr 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 59,566 | 2,432 | 0.0% | 0.0% | 181 | +19,700 | 49.42% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | Added to | 59,516 | 2,430 | 0.12% | 0.08% | 182 | +25,931 | 77.21% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 59,456 | 2,427 | 0.01% | 0.01% | 183 | -8,226 | -12.15% | Q1 2026 | May 12, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 58,074 | 2,371 | 0.56% | 0.55% | 184 | -668 | -1.14% | Q1 2026 | Apr 29, 2026 |
| Empirical Asset Management, LLC | History | Added to | 57,489 | 2,347 | 0.62% | 0.62% | 185 | +2,753 | 5.03% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 57,381 | 2,343 | 0.0% | 0.02% | 186 | -355,360 | -86.1% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 57,175 | 2,341 | 0.01% | 0.01% | 187 | -1,138 | -1.95% | Q1 2026 | May 12, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 55,753 | 2,276 | 0.88% | 0.49% | 188 | +24,941 | 80.95% | Q1 2026 | Apr 08, 2026 |
| LightSquare Wealth Management, LLC | History | New | 54,993 | 2,245 | 1.68% | — | 189 | +54,993 | New | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 54,033 | 2,206 | 0.01% | 0.01% | 190 | +10,568 | 24.31% | Q1 2026 | May 08, 2026 |
| Triangle Securities Wealth Management | History | Added to | 53,931 | 2,202 | 0.5% | 0.44% | 191 | +2,341 | 4.54% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 53,818 | 2,197 | 0.03% | 0.01% | 192 | +37,785 | 235.67% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 52,333 | 2,185 | 0.13% | 0.12% | 193 | +1,595 | 3.14% | Q1 2026 | Apr 07, 2026 |
| WBH ADVISORY INC | History | Added to | 53,311 | 2,183 | 0.16% | 0.16% | 194 | +842 | 1.6% | Q1 2026 | Apr 27, 2026 |
| Manske Wealth Management | History | Added to | 53,482 | 2,183 | 0.61% | 0.64% | 195 | +53 | 0.1% | Q1 2026 | Apr 30, 2026 |
| Banco Santander, S.A. | History | Added to | 53,420 | 2,181 | 0.02% | 0.01% | 196 | +26,035 | 95.07% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 52,912 | 2,160 | 0.03% | 0.03% | 197 | +724 | 1.39% | Q1 2026 | Apr 28, 2026 |
| HighPoint Advisor Group LLC | History | New | 52,109 | 2,127 | 0.09% | — | 198 | +52,109 | New | Q1 2026 | May 14, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 52,027 | 2,124 | 2.24% | 3.11% | 199 | -21,295 | -29.04% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Added to | 51,572 | 2,106 | 0.06% | 0.05% | 200 | +7,430 | 16.83% | Q1 2026 | Apr 06, 2026 |
| Trek Financial, LLC | History | Added to | 50,237 | 2,051 | 0.11% | 0.11% | 201 | +1,439 | 2.95% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 50,226 | 2,050 | 0.24% | — | 202 | +50,226 | New | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | Reduced | 50,096 | 2,045 | 1.34% | 1.34% | 203 | -642 | -1.27% | Q1 2026 | Apr 02, 2026 |
| Dakota Wealth Management | History | Added to | 49,255 | 2,011 | 0.04% | 0.03% | 204 | +1,963 | 4.15% | Q1 2026 | May 07, 2026 |
| Redwood Financial Network Corp | History | Reduced | 46,631 | 1,903 | 1.25% | 1.27% | 205 | -2,639 | -5.36% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 20,640 | 1,902 | 0.09% | 0.01% | 206 | -52,308 | -71.71% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 42,323 | 1,854 | 0.06% | 0.05% | 207 | +3,073 | 7.83% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 45,394 | 1,853 | 0.0% | 0.0% | 208 | -10,127 | -18.24% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 44,362 | 1,811 | 0.02% | 0.01% | 209 | +25,250 | 132.12% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 44,272 | 1,807 | 0.0% | 0.0% | 210 | -8,555 | -16.19% | Q1 2026 | May 14, 2026 |
| Centennial Bank/AR/ | History | Added to | 44,127 | 1,801 | 0.65% | 0.69% | 211 | +967 | 2.24% | Q1 2026 | May 06, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 43,962 | 1,794 | 0.02% | 0.36% | 212 | -772,367 | -94.61% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 43,928 | 1,793 | 0.02% | 0.02% | 213 | -9,172 | -17.27% | Q1 2026 | May 13, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 43,705 | 1,784 | 0.52% | 0.46% | 214 | +2,720 | 6.64% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 43,502 | 1,781 | 0.09% | 0.09% | 215 | -1,779 | -3.93% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 43,972 | 1,774 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 40,371 | 1,767 | 0.0% | — | 217 | +40,371 | New | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 43,075 | 1,758 | 0.01% | 0.0% | 218 | +32,029 | 289.96% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 42,901 | 1,751 | 0.02% | 0.03% | 219 | -16,570 | -27.86% | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 42,265 | 1,725 | 0.06% | 0.01% | 220 | +4,681 | 12.45% | Q1 2026 | Apr 23, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 42,208 | 1,723 | 0.27% | 0.26% | 221 | +5,051 | 13.59% | Q1 2026 | Apr 09, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 41,062 | 1,677 | 0.43% | 0.42% | 222 | -3,938 | -8.75% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 40,685 | 1,661 | 0.01% | 0.0% | 223 | +32,379 | 389.83% | Q1 2026 | May 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 40,577 | 1,656 | 0.07% | — | 224 | +40,577 | New | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 40,497 | 1,653 | 0.07% | 0.08% | 225 | -2,148 | -5.04% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Added to | 40,342 | 1,647 | 0.0% | 0.0% | 226 | +146 | 0.36% | Q1 2026 | May 14, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | Reduced | 40,192 | 1,641 | 2.59% | 1.94% | 227 | -6,044 | -13.07% | Q1 2026 | May 12, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 40,035 | 1,634 | 0.53% | 0.57% | 228 | -2,719 | -6.36% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | Reduced | 39,990 | 1,632 | 0.03% | 0.03% | 229 | -3,498 | -8.04% | Q1 2026 | Apr 17, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 39,948 | 1,631 | 0.21% | 0.24% | 230 | -6,367 | -13.75% | Q1 2026 | Apr 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 39,855 | 1,627 | 0.03% | 0.03% | 231 | +6,717 | 20.27% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 39,179 | 1,599 | 0.0% | 0.0% | 232 | +28,416 | 264.02% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 39,117 | 1,597 | 0.21% | — | 233 | +39,117 | New | Q1 2026 | Apr 13, 2026 |
| Atria Investments, Inc | History | Reduced | 38,992 | 1,592 | 0.02% | 0.03% | 234 | -33,870 | -46.49% | Q1 2026 | May 05, 2026 |
| LifeGoal Investments, LLC | History | New | 38,311 | 1,572 | 0.9% | — | 235 | +38,311 | New | Q1 2026 | Apr 14, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 37,654 | 1,537 | 0.03% | 0.06% | 236 | -43,636 | -53.68% | Q1 2026 | May 12, 2026 |
| Oath Planning, LLC | History | Added to | 37,399 | 1,527 | 1.36% | 1.29% | 237 | +5,075 | 15.7% | Q1 2026 | May 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 37,254 | 1,521 | 0.74% | 0.67% | 238 | +2,551 | 7.35% | Q1 2026 | May 07, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 36,874 | 1,505 | 0.12% | 0.09% | 239 | +6,058 | 19.66% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,863 | 1,505 | 0.01% | 0.01% | 240 | +1,252 | 3.52% | Q1 2026 | Apr 30, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 36,709 | 1,498 | 0.14% | 0.13% | 241 | +744 | 2.07% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 36,605 | 1,494 | 0.0% | 0.0% | 242 | -10,726 | -22.66% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 36,128 | 1,475 | 0.16% | — | 243 | +36,128 | New | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 36,011 | 1,470 | 0.01% | 0.01% | 244 | -456 | -1.25% | Q1 2026 | May 04, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 35,994 | 1,469 | 0.19% | 0.15% | 245 | +1,526 | 4.43% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 35,876 | 1,464 | 0.03% | 0.02% | 246 | +14,898 | 71.02% | Q1 2026 | May 11, 2026 |
| BAILARD, INC. | History | Reduced | 35,568 | 1,452 | 0.03% | 0.04% | 247 | -14,697 | -29.24% | Q1 2026 | May 11, 2026 |
| SMI Advisory Services, LLC | History | New | 34,341 | 1,434 | 0.24% | — | 248 | +34,341 | New | Q1 2026 | Apr 07, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 35,083 | 1,432 | 0.6% | 0.55% | 249 | +2,133 | 6.47% | Q1 2026 | Apr 23, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 34,741 | 1,418 | 0.41% | 0.38% | 250 | +2,644 | 8.24% | Q1 2026 | Apr 20, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 32,897 | 1,408 | 0.29% | 0.29% | 251 | +408 | 1.26% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 31,719 | 1,401 | 0.19% | 0.21% | 252 | -1,028 | -3.14% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 33,745 | 1,377 | 0.01% | 0.01% | 253 | +3,598 | 11.93% | Q1 2026 | Apr 20, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 33,619 | 1,372 | 0.28% | 0.29% | 254 | -3,322 | -8.99% | Q1 2026 | Apr 22, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 33,709 | 1,360 | 0.05% | 0.05% | 255 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 33,125 | 1,352 | 0.64% | 0.62% | 256 | +1,723 | 5.49% | Q1 2026 | May 05, 2026 |
| Clearview Wealth Management LLC | History | New | 33,032 | 1,348 | 0.95% | — | 257 | +33,032 | New | Q1 2026 | May 15, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 32,997 | 1,347 | 1.02% | 0.63% | 258 | +12,032 | 57.39% | Q1 2026 | Apr 14, 2026 |
| Urban Financial Advisory Corp | History | Added to | 32,878 | 1,342 | 0.47% | 0.45% | 259 | +4,338 | 15.2% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 32,769 | 1,337 | 0.01% | 0.01% | 260 | -211 | -0.64% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 32,633 | 1,332 | 0.0% | 0.0% | 261 | +15,721 | 92.96% | Q1 2026 | May 07, 2026 |
| One Wealth Map LLC | History | Added to | 29,963 | 1,327 | 0.62% | 0.62% | 262 | +337 | 1.14% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Added to | 32,236 | 1,316 | 0.0% | 0.0% | 263 | +9,552 | 42.11% | Q1 2026 | May 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 32,092 | 1,310 | 0.52% | 0.51% | 264 | -527 | -1.62% | Q1 2026 | May 14, 2026 |
| Beacon Bank & Trust | History | Reduced | 32,072 | 1,309 | 0.27% | 0.31% | 265 | -6,016 | -15.8% | Q1 2026 | Apr 28, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 31,845 | 1,300 | 0.47% | 0.45% | 266 | +1,206 | 3.94% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | Added to | 31,307 | 1,278 | 0.02% | 0.02% | 267 | +15,954 | 103.91% | Q1 2026 | May 15, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 31,161 | 1,272 | 0.15% | 0.14% | 268 | -619 | -1.95% | Q1 2026 | Apr 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 31,048 | 1,267 | 0.0% | 0.0% | 269 | +6,574 | 26.86% | Q1 2026 | May 08, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 31,022 | 1,266 | 0.08% | 0.08% | 270 | -525 | -1.66% | Q1 2026 | Apr 14, 2026 |
| Simmons Bank | History | Added to | 31,003 | 1,265 | 0.08% | 0.08% | 271 | +3,052 | 10.92% | Q1 2026 | Apr 23, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 30,790 | 1,257 | 0.02% | 0.02% | 272 | -3,448 | -10.07% | Q1 2026 | Apr 21, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 30,551 | 1,247 | 1.08% | 0.96% | 273 | +3,456 | 12.76% | Q1 2026 | Apr 21, 2026 |
| Powerhouse Assets LLC | History | Added to | 30,527 | 1,246 | 1.08% | 1.08% | 274 | +147 | 0.48% | Q1 2026 | Apr 28, 2026 |
| Ignite Planners, LLC | History | Reduced | 30,417 | 1,238 | 0.19% | 0.2% | 275 | -725 | -2.33% | Q1 2026 | Apr 17, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 30,196 | 1,232 | 0.02% | 0.02% | 276 | -1,318 | -4.18% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 29,887 | 1,220 | 0.02% | 0.02% | 277 | +2,364 | 8.59% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Added to | 29,865 | 1,219 | 0.1% | 0.09% | 278 | +2,004 | 7.19% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 29,769 | 1,215 | 0.02% | 0.02% | 279 | +5,045 | 20.41% | Q1 2026 | May 18, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 29,312 | 1,196 | 0.09% | 0.08% | 280 | +2,373 | 8.81% | Q1 2026 | May 05, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 29,112 | 1,188 | 0.52% | 0.47% | 281 | +2,313 | 8.63% | Q1 2026 | May 13, 2026 |
| Vantage Financial Partners, LLC | History | No change | 28,834 | 1,163 | 0.24% | 0.24% | 282 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 28,277 | 1,154 | 0.03% | 0.05% | 283 | -25,749 | -47.66% | Q1 2026 | May 15, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 28,119 | 1,148 | 0.44% | 0.38% | 284 | +2,195 | 8.47% | Q1 2026 | Apr 15, 2026 |
| Sherry Group, Inc. | History | Reduced | 27,886 | 1,138 | 1.24% | 1.19% | 285 | -64 | -0.23% | Q1 2026 | May 05, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Added to | 27,846 | 1,136 | 0.17% | 0.11% | 286 | +9,655 | 53.08% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 27,658 | 1,132 | 0.02% | 0.11% | 287 | -119,979 | -81.27% | Q1 2026 | May 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | New | 27,682 | 1,130 | 0.09% | — | 288 | +27,682 | New | Q1 2026 | Apr 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 27,491 | 1,122 | 0.03% | 0.03% | 289 | +3,650 | 15.31% | Q1 2026 | Apr 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 27,038 | 1,103 | 0.0% | 0.0% | 290 | +15,726 | 139.02% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 26,851 | 1,096 | 0.01% | 0.01% | 291 | +768 | 2.94% | Q1 2026 | Apr 23, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 26,540 | 1,083 | 0.08% | 0.47% | 292 | -134,030 | -83.47% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 26,275 | 1,072 | 0.14% | 0.15% | 293 | -489 | -1.83% | Q1 2026 | Apr 08, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 26,128 | 1,066 | 0.03% | 0.03% | 294 | +1,140 | 4.56% | Q1 2026 | May 01, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 25,758 | 1,051 | 0.01% | 0.02% | 295 | -58,018 | -69.25% | Q1 2026 | May 07, 2026 |
| Cooksen Wealth, LLC | History | Added to | 25,541 | 1,042 | 0.76% | 0.74% | 296 | +632 | 2.54% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Reduced | 25,495 | 1,040 | 0.02% | 0.03% | 297 | -5,121 | -16.73% | Q1 2026 | May 15, 2026 |
| PeakShares LLC | History | Added to | 25,362 | 1,035 | 0.95% | 0.97% | 299 | +792 | 3.22% | Q1 2026 | May 05, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 25,356 | 1,035 | 0.64% | 0.55% | 298 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 25,331 | 1,034 | 0.0% | 0.0% | 300 | +306 | 1.22% | Q1 2026 | May 13, 2026 |