SELECT SECTOR SPDR TRUST - XLU
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 | 28,041,814 | 1,286,838 | 0.09% | 0.08% | 1 | +1,055,742 | 3.91% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 24,805,574 | 1,138,327 | 0.17% | 0.11% | 2 | +8,281,991 | 50.12% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 23,366,273 | 1,072,278 | 0.06% | 0.06% | 3 | +1,671,877 | 7.71% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 22,437,821 | 1,030,344 | 0.07% | 0.05% | 4 | +4,335,165 | 23.95% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 16,014,045 | 734,884 | 0.2% | 0.18% | 5 | +835,724 | 5.51% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 15,759,713 | 723,213 | 0.09% | 0.07% | 6 | +4,517,733 | 40.19% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,656,000 | 626,673 | 0.12% | 0.1% | 7 | +923,967 | 7.26% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 11,541,913 | 529,658 | 0.06% | 0.05% | 8 | +1,463,288 | 14.52% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 10,959,623 | 502,937 | 0.21% | 0.21% | 9 | -630,105 | -5.44% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 8,560,455 | 392,839 | 0.73% | 0.93% | 10 | -3,236,345 | -27.43% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,718,628 | 371,934 | 0.18% | 0.12% | 11 | +1,882,122 | 49.06% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 7,588,860 | 348,252 | 0.08% | 0.13% | 12 | -4,919,237 | -39.33% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,995,897 | 345,185 | 0.08% | 0.06% | 13 | +466,347 | 7.14% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,436,033 | 341,239 | 0.09% | 0.08% | 14 | +928,026 | 14.26% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,121,142 | 326,789 | 0.1% | 0.09% | 15 | +378,712 | 5.62% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 6,914,424 | 317,302 | 0.14% | 0.17% | 16 | -2,263,525 | -24.66% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,728,806 | 308,784 | 0.05% | 0.06% | 17 | -2,819,548 | -29.53% | Q1 2026 | May 15, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 5,395,188 | 247,585 | 1.17% | 1.08% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,699,498 | 215,659 | 0.02% | 0.03% | 19 | -1,556,393 | -24.88% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 4,568,575 | 209,651 | 0.0% | 0.0% | 20 | +96,071 | 2.15% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 4,350,271 | 199,633 | 0.33% | 0.19% | 21 | +1,621,705 | 59.43% | Q1 2026 | May 14, 2026 |
| Laura & John Arnold Foundation | History | No change | 4,202,774 | 192,865 | 44.9% | 31.58% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,095,536 | 187,945 | 0.03% | 0.05% | 23 | -3,545,451 | -46.4% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 3,952,034 | 181,358 | 0.2% | 0.12% | 24 | +1,504,275 | 61.46% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,834,783 | 175,993 | 0.26% | 0.22% | 25 | +368,977 | 10.65% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,636,324 | 166,870 | 0.22% | 0.21% | 26 | -15,602 | -0.43% | Q1 2026 | Apr 27, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 3,452,577 | 158,438 | 1.74% | 1.27% | 27 | +871,665 | 33.77% | Q1 2026 | Apr 29, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 3,451,740 | 158,400 | 1.37% | 3.32% | 28 | -5,600,936 | -61.87% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,431,828 | 157,487 | 0.39% | 0.3% | 29 | +408,986 | 13.53% | Q1 2026 | Apr 22, 2026 |
| Walleye Trading LLC | History | Added to | 3,375,336 | 154,894 | 0.26% | 0.13% | 30 | +1,217,836 | 56.45% | Q1 2026 | May 08, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 3,208,900 | 147,256 | 1.66% | 1.65% | 31 | -614,950 | -16.08% | Q1 2026 | May 05, 2026 |
| Saudi Central Bank | History | No change | 3,099,466 | 142,234 | 3.01% | 4.94% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 2,949,282 | 135,342 | 0.14% | 0.13% | 33 | +144,224 | 5.14% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,523,032 | 115,783 | 0.11% | 0.07% | 34 | +573,054 | 29.39% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,426,700 | 111,361 | 0.14% | 0.14% | 35 | -546,700 | -18.39% | Q1 2026 | May 15, 2026 |
| WestEnd Advisors, LLC | History | Added to | 2,413,428 | 110,753 | 2.67% | 2.35% | 36 | +54,438 | 2.31% | Q1 2026 | Apr 22, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,970,391 | 90,422 | 0.14% | 0.13% | 37 | +44,633 | 2.32% | Q1 2026 | May 06, 2026 |
| LMR Partners LLP | History | New | 1,940,304 | 89,040 | 0.2% | — | 38 | +1,940,304 | New | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 1,798,683 | 82,541 | 0.1% | 0.12% | 39 | -910,473 | -33.61% | Q1 2026 | May 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,797,461 | 82,485 | 6.03% | 5.3% | 40 | +84,735 | 4.95% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,751,137 | 80,359 | 0.02% | 0.0% | 41 | +1,681,085 | 2399.77% | Q1 2026 | May 13, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 1,733,147 | 79,534 | 2.84% | 2.61% | 42 | +57,201 | 3.41% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,693,592 | 77,718 | 0.03% | 0.02% | 43 | +131,829 | 8.44% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,602,049 | 73,518 | 0.1% | 0.09% | 44 | +40,886 | 2.62% | Q1 2026 | Apr 27, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 1,500,000 | 68,835 | 0.61% | 0.89% | 45 | -420,000 | -21.88% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,428,807 | 65,567 | 1.02% | 0.78% | 46 | +189,515 | 15.29% | Q1 2026 | May 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 1,385,502 | 62,278 | 0.16% | 0.22% | 47 | -1,174,281 | -45.87% | Q1 2026 | May 15, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 1,353,006 | 62,089 | 0.1% | — | 48 | +1,353,006 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Advisors, LLC | History | Added to | 1,335,910 | 61,304 | 2.26% | 1.57% | 49 | +230,948 | 20.9% | Q1 2026 | May 08, 2026 |
| ALPS ADVISORS INC | History | Added to | 1,297,165 | 59,526 | 0.28% | 0.31% | 50 | +56,493 | 4.55% | Q1 2026 | May 08, 2026 |
| Electron Capital Partners, LLC | History | New | 1,240,257 | 56,915 | 2.23% | — | 51 | +1,240,257 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,196,871 | 54,924 | 0.26% | 0.22% | 52 | +115,940 | 10.73% | Q1 2026 | Apr 24, 2026 |
| FIL Ltd | History | Added to | 1,196,016 | 54,885 | 0.04% | 0.03% | 53 | +370,646 | 44.91% | Q1 2026 | May 15, 2026 |
| University of Illinois Foundation | History | New | 1,186,730 | 54,459 | 11.17% | — | 54 | +1,186,730 | New | Q1 2026 | May 13, 2026 |
| LM Advisors LLC | History | Added to | 2,418 | 52,690 | 0.83% | 1.01% | 55 | +16 | 0.67% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,080,172 | 49,569 | 0.13% | 0.12% | 56 | +15,819 | 1.49% | Q1 2026 | Apr 30, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 1,070,145 | 49,108 | 0.22% | 0.27% | 57 | -1,241,000 | -53.7% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 1,013,924 | 46,528 | 0.06% | 0.05% | 58 | +37,582 | 3.85% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Added to | 1,010,504 | 46,372 | 0.11% | 0.06% | 59 | +231,004 | 29.63% | Q1 2026 | May 13, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 952,065 | 43,690 | 0.11% | 0.12% | 60 | -287,935 | -23.22% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 948,654 | 43,534 | 0.08% | 0.05% | 61 | +318,463 | 50.53% | Q1 2026 | May 01, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 923,163 | 42,363 | 4.32% | 4.23% | 62 | -44,520 | -4.6% | Q1 2026 | May 07, 2026 |
| Quadrature Capital Ltd | History | Added to | 906,135 | 41,582 | 0.49% | 0.09% | 63 | +693,275 | 325.7% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 906,031 | 41,577 | 0.84% | 0.75% | 64 | +35,949 | 4.13% | Q1 2026 | Apr 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 903,189 | 41,447 | 0.84% | 0.79% | 65 | -16,771 | -1.82% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 902,336 | 41,408 | 0.29% | 0.16% | 66 | +400,511 | 79.81% | Q1 2026 | Apr 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 900,000 | 41,301 | 1.37% | 1.11% | 67 | -250,000 | -21.74% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 866,525 | 39,765 | 0.04% | 0.05% | 68 | -125,756 | -12.67% | Q1 2026 | May 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 841,800 | 38,630 | 0.02% | 0.02% | 69 | +11,145 | 1.34% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Added to | 836,440 | 38,384 | 0.16% | 0.03% | 70 | +707,243 | 547.41% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 807,393 | 37,051 | 0.47% | 0.47% | 71 | +50,055 | 6.61% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 807,279 | 37,046 | 0.13% | 0.12% | 72 | +1,366 | 0.17% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 746,970 | 34,278 | 0.02% | 0.02% | 73 | +689 | 0.09% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Reduced | 740,082 | 33,962 | 0.04% | 0.04% | 74 | -50,221 | -6.35% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 703,946 | 32,304 | 0.09% | 0.07% | 75 | +66,030 | 10.35% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 703,900 | 32,301 | 0.05% | 0.01% | 76 | +530,100 | 305.01% | Q1 2026 | May 14, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 702,486 | 32,237 | 0.19% | 0.09% | 77 | +313,644 | 80.66% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 697,661 | 32,015 | 0.0% | 0.0% | 78 | +48,023 | 7.39% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 697,503 | 32,008 | 0.08% | 0.16% | 79 | -686,053 | -49.59% | Q1 2026 | May 14, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 686,634 | 31,509 | 0.3% | 0.36% | 80 | -80,978 | -10.55% | Q1 2026 | May 11, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 675,005 | 30,971 | 0.21% | 2.3% | 81 | -5,540,690 | -89.14% | Q1 2026 | May 05, 2026 |
| Advisory Alpha, LLC | History | Added to | 662,409 | 30,398 | 0.83% | 0.55% | 82 | +191,819 | 40.76% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 650,398 | 29,846 | 0.11% | 0.09% | 83 | +115,778 | 21.66% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 626,228 | 28,737 | 0.04% | 0.04% | 84 | -30,666 | -4.67% | Q1 2026 | May 14, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 618,679 | 28,391 | 1.54% | 1.38% | 85 | +8,955 | 1.47% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 655,108 | 28,078 | 0.18% | 0.18% | 86 | +38,504 | 6.24% | Q1 2026 | May 15, 2026 |
| Hilton Capital Management, LLC | History | Added to | 589,746 | 27,063 | 2.04% | 1.86% | 87 | +11,500 | 1.99% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Group, LLC | History | New | 581,263 | 26,674 | 2.19% | — | 88 | +581,263 | New | Q1 2026 | Apr 08, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 570,572 | 26,183 | 0.19% | 0.11% | 89 | +250,710 | 78.38% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | New | 570,000 | 26,157 | 0.09% | — | 90 | +570,000 | New | Q1 2026 | May 13, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 562,680 | 25,821 | 4.55% | 4.2% | 91 | +25,806 | 4.81% | Q1 2026 | May 05, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | Added to | 562,000 | 25,790 | 3.27% | 1.43% | 92 | +320,000 | 132.23% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 561,118 | 25,749 | 0.0% | 0.0% | 93 | +16,176 | 2.97% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 554,425 | 25,442 | 0.11% | 0.11% | 94 | -39,081 | -6.58% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 548,973 | 25,193 | 0.04% | 0.03% | 95 | +43,976 | 8.71% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 541,089 | 24,831 | 0.02% | 0.01% | 96 | +391,686 | 262.17% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 531,254 | 24,379 | 0.04% | 0.04% | 97 | +24,504 | 4.84% | Q1 2026 | May 14, 2026 |
| DUPONT CAPITAL MANAGEMENT CORP | History | No change | 512,018 | 23,496 | 2.67% | 2.46% | 98 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 506,929 | 23,110 | 0.01% | 0.01% | 99 | +74,924 | 17.34% | Q1 2026 | May 15, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 487,078 | 22,352 | 0.37% | — | 100 | +487,078 | New | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | Added to | 478,114 | 21,937 | 0.78% | 0.2% | 101 | +344,080 | 256.71% | Q1 2026 | May 14, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 473,533 | 21,730 | 1.87% | 1.62% | 102 | +29,034 | 6.53% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 461,878 | 21,195 | 0.08% | 0.08% | 103 | +1,142 | 0.25% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 457,091 | 20,975 | 0.11% | 0.08% | 104 | +99,799 | 27.93% | Q1 2026 | May 08, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 455,933 | 20,922 | 0.59% | 0.53% | 105 | +14,165 | 3.21% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 440,971 | 20,236 | 0.03% | 0.04% | 106 | -144,189 | -24.64% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 436,177 | 20,016 | 1.08% | 0.98% | 107 | +19,295 | 4.63% | Q1 2026 | May 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 434,920 | 19,958 | 0.36% | 0.28% | 108 | +89,698 | 25.98% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | Added to | 416,731 | 19,123 | 0.15% | 0.09% | 109 | +147,030 | 54.52% | Q1 2026 | May 08, 2026 |
| Janney Capital Management LLC | History | No change | 426,002 | 18,186 | 1.14% | 1.14% | 110 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Capital, Inc. | History | Added to | 391,981 | 17,988 | 1.8% | 1.63% | 111 | +3,535 | 0.91% | Q1 2026 | May 12, 2026 |
| First Financial Bank - Trust Division | History | Added to | 391,749 | 17,977 | 1.45% | 1.1% | 112 | +78,084 | 24.89% | Q1 2026 | Apr 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 390,723 | 17,930 | 0.05% | 0.07% | 113 | -70,324 | -15.25% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 389,356 | 17,867 | 0.04% | 0.04% | 114 | -55,420 | -12.46% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 383,567 | 17,601 | 0.1% | 0.11% | 115 | -76,058 | -16.55% | Q1 2026 | May 05, 2026 |
| MATAURO, LLC | History | Added to | 378,992 | 17,391 | 2.51% | 2.26% | 116 | +27,781 | 7.91% | Q1 2026 | Apr 22, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 377,662 | 17,330 | 0.12% | 0.05% | 117 | +133,069 | 54.4% | Q1 2026 | May 07, 2026 |
| Passaic Partners LLC | History | Reduced | 375,618 | 17,237 | 1.61% | 2.06% | 118 | -90,029 | -19.33% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 372,588 | 17,098 | 0.19% | 0.14% | 119 | +88,372 | 31.09% | Q1 2026 | Apr 20, 2026 |
| Ethos Financial Group, LLC | History | No change | 397,734 | 16,979 | 1.24% | 1.25% | 120 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 369,793 | 16,969 | 5.25% | 5.29% | 121 | -7,902 | -2.09% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 360,481 | 16,621 | 0.28% | 0.23% | 122 | +64,472 | 21.78% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 357,623 | 16,411 | 0.03% | 0.02% | 123 | +32,829 | 10.11% | Q1 2026 | May 14, 2026 |
| BlueCrest Capital Management Ltd | History | New | 357,000 | 16,382 | 0.97% | — | 124 | +357,000 | New | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 356,196 | 16,345 | 0.72% | 0.67% | 125 | +5,079 | 1.45% | Q1 2026 | Apr 21, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 354,912 | 16,286 | 1.07% | 0.99% | 126 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 354,267 | 16,257 | 0.12% | 0.08% | 127 | +108,415 | 44.1% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 353,046 | 16,201 | 0.2% | 0.18% | 128 | +28,193 | 8.68% | Q1 2026 | May 11, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 350,843 | 16,100 | 0.34% | 0.33% | 129 | -4,477 | -1.26% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Added to | 346,116 | 15,883 | 0.48% | 0.07% | 130 | +290,770 | 525.37% | Q1 2026 | Apr 06, 2026 |
| Unisphere Establishment | History | New | 340,000 | 15,602 | 0.13% | — | 131 | +340,000 | New | Q1 2026 | May 14, 2026 |
| Trust Asset Management LLC | History | No change | 339,968 | 15,601 | 1.12% | 0.99% | 132 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Arkos Global Advisors | History | Reduced | 334,050 | 15,330 | 1.92% | 1.84% | 133 | -3,964 | -1.17% | Q1 2026 | May 13, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 354,482 | 15,306 | 2.37% | 2.37% | 134 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 332,924 | 15,277 | 0.29% | 0.14% | 135 | +160,138 | 92.68% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 325,124 | 14,919 | 0.08% | 0.08% | 136 | +2,792 | 0.87% | Q1 2026 | May 15, 2026 |
| Horizon Wealth Management, LLC | History | New | 320,712 | 14,717 | 2.16% | — | 137 | +320,712 | New | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | Added to | 319,915 | 14,678 | 0.07% | 0.06% | 138 | +55,679 | 21.07% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 319,312 | 14,653 | 0.09% | 0.04% | 139 | +54,979 | 20.8% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 335,984 | 14,520 | 0.02% | 0.02% | 140 | -70,297 | -17.3% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 313,855 | 14,402 | 0.93% | 0.86% | 141 | +6,612 | 2.15% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Added to | 313,665 | 14,394 | 0.7% | 0.61% | 142 | +19,784 | 6.73% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 307,612 | 14,116 | 0.03% | 0.01% | 143 | +202,914 | 193.81% | Q1 2026 | May 01, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 299,701 | 13,753 | 0.46% | 0.38% | 144 | +21,071 | 7.56% | Q1 2026 | May 15, 2026 |
| Biltmore Wealth Management, LLC | History | Reduced | 299,370 | 13,738 | 4.89% | 5.0% | 145 | -11,042 | -3.56% | Q1 2026 | Apr 21, 2026 |
| Trek Financial, LLC | History | Added to | 287,043 | 13,172 | 0.7% | 0.35% | 146 | +143,931 | 100.57% | Q1 2026 | May 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 282,550 | 12,966 | 1.04% | — | 147 | +282,550 | New | Q1 2026 | May 14, 2026 |
| Cavalier Investments, LLC | History | New | 279,646 | 12,832 | 0.35% | — | 148 | +279,646 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 275,448 | 12,764 | 0.03% | 0.03% | 149 | -216,038 | -43.96% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Added to | 276,082 | 12,669 | 0.29% | 0.2% | 150 | +83,671 | 43.49% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Added to | 270,300 | 12,404 | 0.17% | 0.05% | 151 | +180,084 | 199.61% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | Reduced | 270,000 | 12,390 | 0.09% | 0.35% | 152 | -750,000 | -73.53% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 269,860 | 12,384 | 0.01% | 0.01% | 153 | +59,192 | 28.1% | Q1 2026 | Apr 16, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 269,626 | 12,370 | 0.33% | 0.28% | 154 | +23,363 | 9.49% | Q1 2026 | Apr 28, 2026 |
| PRUDENTIAL PLC | History | New | 266,700 | 12,238 | 0.07% | — | 155 | +266,700 | New | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 261,332 | 11,992 | 1.29% | 0.08% | 156 | +244,640 | 1465.61% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 257,858 | 11,833 | 0.16% | 0.14% | 157 | +32,113 | 14.23% | Q1 2026 | May 15, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 255,135 | 11,708 | 2.29% | 2.06% | 158 | +19,322 | 8.19% | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | New | 252,056 | 11,566 | 0.35% | — | 159 | +252,056 | New | Q1 2026 | May 05, 2026 |
| Allen Investment Management, LLC | History | New | 251,807 | 11,555 | 0.14% | — | 160 | +251,807 | New | Q1 2026 | May 07, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 250,797 | 11,509 | 0.96% | 0.87% | 161 | -1,861 | -0.74% | Q1 2026 | Apr 21, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 249,258 | 11,438 | 0.05% | 0.04% | 162 | +43,160 | 20.94% | Q1 2026 | May 13, 2026 |
| Maven Securities LTD | History | Added to | 248,260 | 11,383 | 0.22% | 0.05% | 163 | +200,417 | 418.91% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 241,820 | 11,097 | 0.28% | 0.26% | 164 | +11,591 | 5.03% | Q1 2026 | Apr 07, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 238,347 | 10,937 | 4.05% | 3.28% | 165 | +28,591 | 13.63% | Q1 2026 | May 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 236,576 | 10,857 | 0.14% | 0.13% | 166 | -143 | -0.06% | Q1 2026 | May 15, 2026 |
| KWMG, LLC | History | Added to | 236,153 | 10,837 | 0.9% | 0.85% | 167 | +4,849 | 2.1% | Q1 2026 | Apr 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 249,288 | 10,642 | 0.0% | 0.01% | 168 | -304,967 | -55.02% | Q1 2026 | May 15, 2026 |
| Lalia Capital, LLC | History | No change | 222,000 | 10,187 | 6.44% | 7.42% | 169 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 219,279 | 10,062 | 0.34% | 0.13% | 170 | +19,468 | 9.74% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Added to | 218,046 | 10,006 | 0.01% | 0.01% | 171 | +7,139 | 3.38% | Q1 2026 | May 12, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 217,801 | 9,994 | 5.79% | — | 172 | +217,801 | New | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 217,089 | 9,962 | 0.05% | 0.02% | 173 | +107,196 | 97.55% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 216,485 | 9,934 | 0.0% | 0.0% | 174 | +87,937 | 68.41% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Reduced | 215,828 | 9,904 | 0.21% | 0.17% | 175 | -2,827 | -1.29% | Q1 2026 | May 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 214,394 | 9,838 | 0.01% | — | 176 | +214,394 | New | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 214,300 | 9,834 | 0.01% | — | 177 | +214,300 | New | Q1 2026 | May 15, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 213,804 | 9,811 | 0.76% | — | 178 | +213,804 | New | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 210,951 | 9,680 | 0.18% | 0.14% | 179 | +34,373 | 19.47% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 210,489 | 9,659 | 0.08% | 0.05% | 180 | +106,860 | 103.12% | Q1 2026 | May 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 210,212 | 9,646 | 1.11% | 1.09% | 181 | -11,000 | -4.97% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 208,262 | 9,557 | 0.11% | 0.11% | 182 | -2,454 | -1.16% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 205,908 | 9,449 | 0.08% | 0.08% | 183 | -56,602 | -21.56% | Q1 2026 | May 13, 2026 |
| Encompass More Asset Management | History | Added to | 204,079 | 9,365 | 1.57% | 0.81% | 184 | +101,110 | 98.19% | Q1 2026 | Apr 28, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 203,980 | 9,360 | 0.19% | 0.17% | 185 | -17,459 | -7.88% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 201,443 | 9,336 | 0.3% | 0.32% | 186 | -18,419 | -8.38% | Q1 2026 | Apr 17, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 202,844 | 9,307 | 0.01% | 0.03% | 187 | -254,475 | -55.64% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 202,321 | 9,284 | 0.39% | — | 188 | +202,321 | New | Q1 2026 | May 14, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 202,201 | 9,279 | 3.04% | 2.36% | 189 | -3,167 | -1.54% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 201,420 | 9,243 | 0.14% | 0.23% | 190 | -148,094 | -42.37% | Q1 2026 | Apr 17, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 198,424 | 9,105 | 0.53% | 0.47% | 191 | +7,534 | 3.95% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 195,974 | 8,993 | 0.16% | 0.04% | 192 | +143,494 | 273.43% | Q1 2026 | Apr 10, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 195,689 | 8,980 | 1.83% | 1.79% | 193 | +23,173 | 13.43% | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 195,023 | 8,949 | 0.39% | 0.75% | 194 | -178,154 | -47.74% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 193,898 | 8,897 | 0.3% | 0.07% | 195 | +148,819 | 330.13% | Q1 2026 | Apr 07, 2026 |
| Rothschild Capital Partners, LLC | History | Reduced | 193,509 | 8,880 | 2.18% | 2.42% | 196 | -47,446 | -19.69% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 193,197 | 8,865 | 0.1% | — | 197 | +193,197 | New | Q1 2026 | May 12, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 192,708 | 8,843 | 2.26% | 2.13% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 192,553 | 8,836 | 0.05% | 0.05% | 199 | -30,859 | -13.81% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 191,753 | 8,799 | 0.1% | 0.1% | 200 | -2,899 | -1.49% | Q1 2026 | Apr 23, 2026 |
| Tidal Investments LLC | History | Added to | 188,991 | 8,672 | 0.02% | 0.01% | 201 | +100,680 | 114.01% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 188,952 | 8,670 | 0.24% | 0.22% | 202 | +15,523 | 8.95% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | Added to | 337,032 | 8,589 | 0.1% | 0.04% | 203 | +267,195 | 382.6% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 186,263 | 8,547 | 0.57% | 0.61% | 204 | -25,574 | -12.07% | Q1 2026 | Apr 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 185,259 | 8,502 | 0.4% | 0.4% | 205 | -19,116 | -9.35% | Q1 2026 | May 18, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 184,368 | 8,460 | 0.93% | 0.83% | 206 | +4,687 | 2.61% | Q1 2026 | Apr 16, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 107,246 | 8,456 | 2.76% | 0.87% | 207 | +60,589 | 129.86% | Q1 2026 | May 13, 2026 |
| Clarity Financial LLC | History | Reduced | 183,660 | 8,428 | 0.92% | 0.74% | 208 | -4,431 | -2.36% | Q1 2026 | May 01, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 177,348 | 8,138 | 0.0% | 0.0% | 209 | -4,285 | -2.36% | Q1 2026 | May 15, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 173,785 | 7,974 | 0.45% | 0.41% | 210 | -5,793 | -3.23% | Q1 2026 | Apr 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 168,563 | 7,947 | 0.45% | 0.19% | 211 | +91,638 | 119.13% | Q1 2026 | Apr 17, 2026 |
| Volterra Technologies LP | History | Reduced | 172,922 | 7,935 | 0.96% | 0.98% | 212 | -55,353 | -24.25% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 171,636 | 7,876 | 0.06% | 0.15% | 213 | -628,366 | -78.55% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 171,505 | 7,869 | 0.42% | 1.07% | 214 | -406,844 | -70.35% | Q1 2026 | May 14, 2026 |
| EDGEWOOD MANAGEMENT LLC | History | No change | 171,236 | 7,858 | 0.05% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 170,179 | 7,809 | 1.7% | 1.58% | 216 | +633 | 0.37% | Q1 2026 | May 14, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 168,501 | 7,732 | 6.08% | 2.46% | 217 | +97,393 | 136.96% | Q1 2026 | Apr 22, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 180,774 | 7,717 | 0.51% | 0.51% | 218 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 166,131 | 7,625 | 0.06% | 0.06% | 219 | -14,555 | -8.06% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 165,805 | 7,608 | 0.2% | 0.18% | 220 | +3,172 | 1.95% | Q1 2026 | May 14, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 165,653 | 7,601 | 0.77% | 0.66% | 221 | +11,146 | 7.21% | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | Added to | 165,528 | 7,596 | 0.02% | 0.01% | 222 | +115,706 | 232.24% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 164,562 | 7,551 | 0.04% | 0.05% | 223 | +14,061 | 9.34% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 163,932 | 7,522 | 0.16% | 0.15% | 224 | +11,105 | 7.27% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 163,762 | 7,515 | 0.55% | 0.47% | 225 | +6,532 | 4.15% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 163,747 | 7,514 | 0.07% | 0.07% | 226 | +8,503 | 5.48% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 175,151 | 7,477 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 162,730 | 7,467 | 0.0% | 0.0% | 228 | +29,580 | 22.22% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 162,198 | 7,443 | 0.09% | 0.03% | 229 | +91,990 | 131.02% | Q1 2026 | Apr 16, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 161,733 | 7,421 | 0.01% | 0.09% | 230 | -1,138,269 | -87.56% | Q1 2026 | May 14, 2026 |
| Estate Counselors, LLC | History | Added to | 161,218 | 7,398 | 0.66% | 0.44% | 231 | +37,874 | 30.71% | Q1 2026 | May 15, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 160,638 | 7,371 | 1.76% | 1.62% | 232 | +3,455 | 2.2% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 159,706 | 7,328 | 0.09% | 0.09% | 233 | -3,587 | -2.2% | Q1 2026 | May 08, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 159,247 | 7,307 | 0.94% | 0.89% | 234 | +9,693 | 6.48% | Q1 2026 | Apr 17, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 158,996 | 7,296 | 0.41% | 0.43% | 235 | -18,730 | -10.54% | Q1 2026 | Apr 23, 2026 |
| Financial Enhancement Group LLC | History | New | 157,255 | 7,258 | 0.9% | — | 236 | +157,255 | New | Q1 2026 | Apr 20, 2026 |
| THOR TRADING ADVISORS, LLC | History | Added to | 157,448 | 7,225 | 2.99% | 2.59% | 237 | +12,116 | 8.34% | Q1 2026 | May 07, 2026 |
| Regal Investment Advisors LLC | History | Added to | 155,783 | 7,148 | 0.41% | 0.39% | 238 | +4,149 | 2.74% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 155,585 | 7,139 | 0.08% | 0.1% | 239 | -45,854 | -22.76% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 155,369 | 7,129 | 0.11% | 0.06% | 240 | +83,098 | 114.98% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 155,253 | 7,125 | 0.11% | 0.1% | 241 | +7,263 | 4.91% | Q1 2026 | Apr 14, 2026 |
| Perkins Coie Trust Co | History | Added to | 154,315 | 7,079 | 1.36% | 1.19% | 242 | +4,290 | 2.86% | Q1 2026 | Apr 15, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 152,173 | 7,071 | 4.0% | 2.37% | 243 | +61,847 | 68.47% | Q1 2026 | Apr 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 153,725 | 7,054 | 0.48% | 0.45% | 244 | -1,932 | -1.24% | Q1 2026 | May 06, 2026 |
| IMZ Advisory Inc | History | Reduced | 152,895 | 7,016 | 2.65% | 2.41% | 245 | -1,204 | -0.78% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 151,614 | 6,958 | 0.05% | 0.06% | 246 | -11,540 | -7.07% | Q1 2026 | Apr 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 150,269 | 6,895 | 0.01% | 0.01% | 247 | +1,145 | 0.77% | Q1 2026 | May 15, 2026 |
| KCM Capital Inc | History | Reduced | 150,000 | 6,883 | 1.11% | 1.63% | 248 | -50,000 | -25.0% | Q1 2026 | May 13, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | Added to | 150,000 | 6,876 | 0.88% | 0.47% | 249 | +50,000 | 50.0% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 149,632 | 6,866 | 0.08% | 0.08% | 250 | +9,275 | 6.61% | Q1 2026 | May 15, 2026 |
| Rockport Wealth LLC | History | Added to | 149,261 | 6,849 | 1.25% | 0.58% | 251 | +79,539 | 114.08% | Q1 2026 | May 05, 2026 |
| Twin Tree Management, LP | History | Reduced | 145,994 | 6,699 | 0.14% | 0.07% | 252 | -41,542 | -22.15% | Q1 2026 | May 14, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 145,931 | 6,696 | 5.47% | — | 253 | +145,931 | New | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 142,622 | 6,544 | 0.02% | 0.02% | 254 | -164 | -0.11% | Q1 2026 | May 08, 2026 |
| Waycross Investment Management Co | History | Added to | 141,582 | 6,497 | 6.2% | 4.95% | 255 | +9,670 | 7.33% | Q1 2026 | Apr 13, 2026 |
| Rye Brook Capital LLC | History | Added to | 140,775 | 6,460 | 5.96% | 2.91% | 256 | +67,775 | 92.84% | Q1 2026 | Apr 28, 2026 |
| Eddie Patel Inc | History | New | 140,300 | 6,438 | 4.95% | — | 257 | +140,300 | New | Q1 2026 | May 11, 2026 |
| MYDA Advisors LLC | History | Added to | 140,000 | 6,424 | 1.06% | 0.98% | 258 | +20,000 | 16.67% | Q1 2026 | May 14, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 138,751 | 6,367 | 2.79% | 2.72% | 259 | +653 | 0.47% | Q1 2026 | Apr 21, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 137,116 | 6,292 | 1.21% | 1.09% | 260 | +3,974 | 2.98% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 136,649 | 6,270 | 0.2% | 0.2% | 261 | -6,977 | -4.86% | Q1 2026 | Apr 08, 2026 |
| CMH Wealth Management LLC | History | New | 135,320 | 6,209 | 1.07% | — | 262 | +135,320 | New | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Reduced | 135,291 | 6,208 | 0.21% | 0.22% | 263 | -15,527 | -10.3% | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Added to | 134,937 | 6,192 | 0.07% | 0.06% | 264 | +29,322 | 27.76% | Q1 2026 | May 01, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 134,642 | 6,178 | 0.01% | 0.01% | 265 | +45,212 | 50.56% | Q1 2026 | May 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 134,064 | 6,152 | 1.68% | 1.6% | 266 | -7,693 | -5.43% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 131,302 | 6,027 | 0.22% | 0.08% | 267 | +120,330 | 1096.7% | Q1 2026 | May 14, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 130,414 | 5,984 | 1.02% | 0.94% | 268 | +2,377 | 1.86% | Q1 2026 | May 13, 2026 |
| Granby Capital Management, LLC | History | No change | 130,000 | 5,965 | 3.42% | 2.96% | 269 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 129,154 | 5,927 | 0.41% | 0.36% | 270 | -354 | -0.27% | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 128,218 | 5,883 | 0.75% | 0.68% | 271 | -1,010 | -0.78% | Q1 2026 | May 11, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 127,610 | 5,856 | 1.59% | 1.56% | 272 | -2,986 | -2.29% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 127,340 | 5,843 | 0.0% | 0.0% | 273 | +80,971 | 174.62% | Q1 2026 | May 07, 2026 |
| Round Rock Advisors LLC | History | Added to | 126,323 | 5,796 | 0.89% | 0.78% | 274 | +4,977 | 4.1% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 135,448 | 5,782 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 125,907 | 5,777 | 0.13% | 0.12% | 276 | +1,900 | 1.53% | Q1 2026 | May 15, 2026 |
| Kropog Financial Group, LLC | History | Added to | 124,903 | 5,731 | 4.66% | 4.1% | 277 | +754 | 0.61% | Q1 2026 | Apr 24, 2026 |
| Swan Global Investments, LLC | History | Reduced | 123,494 | 5,667 | 0.19% | 0.2% | 278 | -35,982 | -22.56% | Q1 2026 | May 07, 2026 |
| Basepoint Wealth LLC | History | New | 123,420 | 5,663 | 3.24% | — | 279 | +123,420 | New | Q1 2026 | May 07, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 123,327 | 5,659 | 0.17% | 0.16% | 280 | -4,115 | -3.23% | Q1 2026 | Apr 21, 2026 |
| Legacy Private Trust Co. | History | Reduced | 123,106 | 5,649 | 0.35% | 0.31% | 281 | -792 | -0.64% | Q1 2026 | Apr 07, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 122,495 | 5,637 | 3.76% | 3.81% | 282 | +1,024 | 0.84% | Q1 2026 | Apr 24, 2026 |
| Alphadyne Asset Management LP | History | Reduced | 122,717 | 5,631 | 0.1% | 0.13% | 283 | -3,089 | -2.46% | Q1 2026 | May 15, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 122,724 | 5,631 | 1.11% | 1.03% | 284 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Broussard Financial Group LLC | History | Added to | 121,839 | 5,591 | 4.47% | 4.13% | 285 | +2,413 | 2.02% | Q1 2026 | Apr 29, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 121,661 | 5,583 | 0.05% | 0.05% | 286 | +317 | 0.26% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 120,809 | 5,543 | 0.02% | 0.02% | 287 | -1,452 | -1.19% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 118,957 | 5,458 | 0.21% | 0.08% | 288 | +101,779 | 592.5% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 118,160 | 5,422 | 0.13% | 0.14% | 289 | -14,553 | -10.97% | Q1 2026 | May 11, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 117,918 | 5,411 | 6.68% | 6.05% | 290 | +3,006 | 2.62% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Added to | 117,648 | 5,398 | 0.3% | 0.29% | 291 | +684 | 0.58% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 117,254 | 5,380 | 0.11% | 0.09% | 292 | +10,507 | 9.84% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 116,703 | 5,355 | 0.03% | 0.02% | 293 | +6,528 | 5.93% | Q1 2026 | Apr 29, 2026 |
| Vectors Research Management, LLC | History | Reduced | 114,872 | 5,271 | 1.54% | 1.78% | 294 | -21,908 | -16.02% | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 112,971 | 5,206 | 0.02% | 0.02% | 295 | +27,009 | 31.42% | Q1 2026 | May 12, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 112,472 | 5,160 | 4.78% | 4.57% | 296 | -6,442 | -5.42% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Reduced | 111,840 | 5,132 | 0.23% | 0.23% | 297 | -6,110 | -5.18% | Q1 2026 | Apr 30, 2026 |
| Wealthfront Advisers LLC | History | Added to | 111,743 | 5,127 | 0.01% | 0.01% | 298 | +32,121 | 40.34% | Q1 2026 | May 05, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 111,403 | 5,107 | 0.38% | 0.1% | 299 | +72,822 | 188.75% | Q1 2026 | May 20, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 109,802 | 5,102 | 1.15% | 1.07% | 300 | +1,046 | 0.96% | Q1 2026 | Apr 15, 2026 |