SELECT SECTOR SPDR TRUST - XLV
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 | 31,021,559 | 4,548,070 | 0.33% | 0.31% | 1 | +3,259,957 | 11.74% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 15,794,063 | 2,271,502 | 0.15% | 0.16% | 2 | -974,260 | -5.81% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 11,432,079 | 1,676,057 | 0.1% | 0.11% | 3 | -54,472 | -0.47% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,638,130 | 1,119,826 | 0.14% | 0.18% | 4 | -186,270 | -2.38% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,180,417 | 1,052,720 | 0.12% | 0.13% | 5 | +405,025 | 5.98% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 6,529,097 | 957,230 | 0.14% | 0.19% | 6 | -853,249 | -11.56% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,383,962 | 935,952 | 0.18% | 0.18% | 7 | -75,858 | -1.17% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 6,333,092 | 928,494 | 0.25% | 0.28% | 8 | -250,221 | -3.8% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,176,030 | 758,857 | 0.2% | 0.24% | 9 | +35,695 | 0.69% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,787,128 | 701,840 | 0.22% | 0.24% | 10 | -186,971 | -3.76% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 3,081,363 | 451,758 | 0.5% | 0.55% | 11 | -16,785 | -0.54% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,957,670 | 433,623 | 0.05% | 0.08% | 12 | -1,416,459 | -32.38% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 2,838,549 | 416,151 | 2.82% | 5.66% | 13 | -1,385,852 | -32.81% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,727,813 | 410,854 | 0.1% | 0.1% | 14 | -120,913 | -4.24% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Reduced | 2,702,894 | 396,271 | 2.1% | 2.51% | 15 | -411,270 | -13.21% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,646,004 | 387,929 | 0.07% | 0.08% | 16 | -357,112 | -11.89% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | Reduced | 2,543,237 | 372,864 | 13.91% | 15.77% | 17 | -315,040 | -11.02% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,361,183 | 346,173 | 0.86% | 0.84% | 18 | -18,120 | -0.76% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,323,059 | 340,583 | 0.46% | 0.47% | 19 | +43,253 | 1.9% | Q1 2026 | Apr 27, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 2,144,058 | 314,340 | 0.5% | 0.39% | 20 | +665,724 | 45.03% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,092,667 | 306,805 | 0.13% | 0.08% | 21 | +879,306 | 72.47% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,012,500 | 295,052 | 0.05% | 0.06% | 22 | -426,339 | -17.48% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 1,947,906 | 285,582 | 0.07% | 0.05% | 23 | +560,912 | 40.44% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,881,300 | 275,817 | 0.27% | 0.27% | 24 | -7,281 | -0.39% | Q1 2026 | May 14, 2026 |
| WestEnd Advisors, LLC | History | Added to | 1,878,114 | 275,355 | 6.65% | 6.66% | 25 | +31,446 | 1.7% | Q1 2026 | Apr 22, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 1,734,213 | 254,252 | 1.2% | 1.27% | 26 | -11,000 | -0.63% | Q1 2026 | May 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 1,586,797 | 232,640 | 2.55% | 3.03% | 27 | -110,413 | -6.51% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,541,744 | 226,105 | 0.33% | 0.3% | 28 | +205,924 | 15.42% | Q1 2026 | May 15, 2026 |
| Phoenix Financial Ltd. | History | Added to | 1,529,577 | 224,250 | 2.13% | 1.98% | 29 | +348,238 | 29.48% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,392,544 | 215,075 | 0.1% | 0.2% | 30 | -1,113,169 | -44.43% | Q1 2026 | May 12, 2026 |
| Jordan Park Group LLC | History | New | 1,370,536 | 200,898 | 10.7% | — | 31 | +1,370,536 | New | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Added to | 1,122,816 | 164,616 | 0.01% | 0.01% | 32 | +91,651 | 8.89% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,104,575 | 161,941 | 0.21% | 0.16% | 33 | +169,111 | 18.08% | Q1 2026 | May 15, 2026 |
| Rokos Capital Management LLP | History | Reduced | 1,036,116 | 151,889 | 1.15% | 1.0% | 34 | -621,379 | -37.49% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,003,611 | 147,139 | 0.02% | 0.02% | 35 | +85,904 | 9.36% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 961,249 | 140,928 | 2.2% | 2.34% | 36 | -61,008 | -5.97% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 942,005 | 138,107 | 0.06% | 0.22% | 37 | -2,271,473 | -70.69% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 867,939 | 127,248 | 0.14% | 0.16% | 38 | -66,930 | -7.16% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 770,348 | 112,945 | 0.1% | 0.1% | 39 | +79,622 | 11.53% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 740,343 | 108,541 | 0.08% | 0.09% | 40 | -39,603 | -5.08% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 726,050 | 106,446 | 0.48% | 0.57% | 41 | -126,811 | -14.87% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 721,716 | 105,810 | 0.12% | 0.04% | 42 | +456,474 | 172.1% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 684,290 | 100,323 | 0.18% | 0.11% | 43 | +182,634 | 36.41% | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 680,149 | 99,716 | 0.86% | 0.43% | 44 | +359,645 | 112.21% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 670,171 | 98,253 | 0.0% | 0.0% | 45 | +235,306 | 54.11% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 652,174 | 95,615 | 0.06% | 0.06% | 46 | +6,393 | 0.99% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 640,834 | 93,952 | 0.42% | 0.56% | 47 | -664,434 | -50.9% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 613,400 | 89,930 | 0.12% | 0.18% | 48 | -303,344 | -33.09% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 584,921 | 85,755 | 0.15% | 0.16% | 49 | +8,322 | 1.44% | Q1 2026 | May 14, 2026 |
| Volterra Technologies LP | History | Reduced | 584,599 | 85,708 | 10.41% | 13.26% | 50 | -263,201 | -31.05% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 571,810 | 83,833 | 0.09% | 0.01% | 51 | +520,510 | 1014.64% | Q1 2026 | May 15, 2026 |
| SRB CORP | History | No change | 556,818 | 81,635 | 5.01% | 4.73% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 553,159 | 81,098 | 0.13% | 0.27% | 53 | -534,160 | -49.13% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 526,922 | 77,252 | 0.08% | 0.09% | 54 | +12,020 | 2.33% | Q1 2026 | May 05, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 521,112 | 76,400 | 1.18% | 1.32% | 55 | +3,514 | 0.68% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 498,893 | 73,142 | 0.03% | 0.03% | 56 | -37,029 | -6.91% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 486,168 | 71,277 | 0.01% | 0.01% | 57 | +982 | 0.2% | Q1 2026 | May 14, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 471,537 | 69,132 | 6.27% | 6.66% | 58 | -5,684 | -1.19% | Q1 2026 | May 04, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 462,504 | 67,807 | 3.67% | 3.82% | 59 | +14,068 | 3.14% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Added to | 459,185 | 67,321 | 0.08% | 0.08% | 60 | +37,145 | 8.8% | Q1 2026 | May 14, 2026 |
| J.Safra Asset Management Corp | History | Added to | 446,627 | 65,480 | 3.53% | 3.53% | 61 | +11,296 | 2.59% | Q1 2026 | May 04, 2026 |
| Main Management LLC | History | Reduced | 436,462 | 63,990 | 4.66% | 8.02% | 62 | -283,856 | -39.41% | Q1 2026 | May 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 404,788 | 59,345 | 0.31% | 0.27% | 63 | +40,600 | 11.15% | Q1 2026 | May 04, 2026 |
| NATIXIS | History | Added to | 403,455 | 59,150 | 0.21% | 0.03% | 64 | +353,275 | 704.02% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 398,570 | 58,434 | 0.27% | 0.31% | 65 | +57,202 | 16.76% | Q1 2026 | May 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 387,824 | 56,892 | 1.81% | 2.14% | 66 | -7,880 | -1.99% | Q1 2026 | May 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 382,859 | 56,130 | 1.14% | 1.14% | 67 | +16,819 | 4.59% | Q1 2026 | Apr 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 376,473 | 55,196 | 1.51% | 1.58% | 68 | +1,716 | 0.46% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 368,885 | 54,082 | 0.08% | 0.08% | 69 | -41,413 | -10.09% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 363,690 | 53,320 | 0.15% | 0.17% | 70 | -80,063 | -18.04% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 345,759 | 50,691 | 0.74% | 1.78% | 71 | -409,531 | -54.22% | Q1 2026 | Apr 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 335,996 | 48,322 | 0.04% | — | 72 | +335,996 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 326,935 | 48,297 | 0.46% | 0.43% | 73 | +68,269 | 26.39% | Q1 2026 | Apr 07, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 326,615 | 47,885 | 1.59% | 1.64% | 74 | -4,711 | -1.42% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 317,799 | 46,593 | 0.12% | 0.12% | 75 | +21,975 | 7.43% | Q1 2026 | Apr 30, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 312,037 | 45,747 | 1.27% | 1.48% | 76 | -87,844 | -21.97% | Q1 2026 | Apr 21, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 300,000 | 43,983 | 0.07% | 0.29% | 77 | -835,000 | -73.57% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 299,153 | 43,858 | 0.09% | 0.08% | 78 | +59,450 | 24.8% | Q1 2026 | May 06, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 299,070 | 43,640 | 0.11% | 0.12% | 79 | -80,623 | -21.23% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 292,323 | 43,198 | 0.13% | 0.26% | 80 | +21,719 | 8.03% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 289,403 | 42,429 | 0.06% | 0.06% | 81 | +23,271 | 8.74% | Q1 2026 | May 15, 2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | History | Added to | 285,000 | 41,783 | 1.47% | 0.69% | 82 | +151,800 | 113.96% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 278,763 | 40,869 | 0.19% | 0.23% | 83 | -36,288 | -11.52% | Q1 2026 | Apr 24, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 272,211 | 39,908 | 2.99% | 3.45% | 84 | -9,507 | -3.37% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 270,453 | 39,651 | 0.06% | 0.07% | 85 | -34,013 | -11.17% | Q1 2026 | May 15, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Reduced | 269,341 | 39,488 | 2.59% | 3.38% | 86 | -64,899 | -19.42% | Q1 2026 | May 06, 2026 |
| Krilogy Financial LLC | History | Added to | 246,922 | 36,201 | 1.17% | 1.23% | 87 | +18,589 | 8.14% | Q1 2026 | Apr 17, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 245,800 | 36,036 | 4.57% | 5.27% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 244,391 | 35,039 | 0.02% | 0.02% | 89 | +33,144 | 15.69% | Q1 2026 | May 15, 2026 |
| PFM Health Sciences, LP | History | New | 238,900 | 35,025 | 3.19% | — | 90 | +238,900 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 237,329 | 34,794 | 0.2% | 0.21% | 91 | +4,107 | 1.76% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 236,708 | 34,703 | 0.05% | 0.03% | 92 | +119,522 | 101.99% | Q1 2026 | May 14, 2026 |
| Wharton Business Group, LLC | History | Reduced | 232,563 | 34,096 | 1.29% | 1.38% | 93 | -1,400 | -0.6% | Q1 2026 | May 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 227,799 | 33,397 | 0.06% | 0.05% | 94 | +42,603 | 23.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 223,713 | 32,798 | 0.06% | 0.06% | 95 | +105,761 | 89.66% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 221,599 | 32,488 | 0.44% | 0.5% | 96 | -4,683 | -2.07% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 220,815 | 32,373 | 0.02% | 0.02% | 97 | +8,423 | 3.97% | Q1 2026 | May 08, 2026 |
| Trilogy Capital Inc. | History | Added to | 216,901 | 31,799 | 1.4% | 1.2% | 98 | +42,773 | 24.56% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 213,125 | 31,246 | 0.17% | 0.18% | 99 | +4,850 | 2.33% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 201,041 | 31,003 | 0.2% | 0.2% | 100 | +15,376 | 8.28% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 218,843 | 30,855 | 0.04% | 0.04% | 101 | -43,972 | -16.73% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 208,270 | 30,534 | 1.69% | 0.14% | 102 | +191,656 | 1153.58% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 204,351 | 29,959 | 0.01% | 0.0% | 103 | +148,616 | 266.65% | Q1 2026 | May 13, 2026 |
| Miller Investment Management, LP | History | Added to | 202,911 | 29,748 | 2.95% | 3.0% | 104 | +4,589 | 2.31% | Q1 2026 | May 08, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 202,472 | 29,684 | 0.08% | 0.06% | 105 | +36,287 | 21.84% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 201,000 | 29,468 | 0.98% | 0.93% | 106 | -65,000 | -24.44% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 199,007 | 29,176 | 0.0% | 0.0% | 107 | +9,877 | 5.22% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 196,695 | 28,837 | 0.37% | 0.38% | 108 | -586 | -0.3% | Q1 2026 | May 15, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Added to | 195,277 | 28,629 | 1.04% | 0.39% | 109 | +114,277 | 141.08% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 185,445 | 27,188 | 0.1% | 0.09% | 110 | +40,787 | 28.2% | Q1 2026 | Apr 30, 2026 |
| SPINNAKER TRUST | History | Reduced | 183,673 | 26,928 | 1.49% | 1.53% | 111 | -694 | -0.38% | Q1 2026 | Apr 23, 2026 |
| Trek Financial, LLC | History | Added to | 183,003 | 26,830 | 1.42% | 1.62% | 112 | +1,833 | 1.01% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 181,826 | 26,657 | 0.13% | 0.09% | 113 | +71,645 | 65.02% | Q1 2026 | May 14, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 179,509 | 26,318 | 5.38% | 4.85% | 114 | +50,340 | 38.97% | Q1 2026 | Apr 13, 2026 |
| Biltmore Wealth Management, LLC | History | Reduced | 174,800 | 25,627 | 9.11% | 10.32% | 115 | -1,760 | -1.0% | Q1 2026 | Apr 21, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Reduced | 173,873 | 25,491 | 2.94% | 3.38% | 116 | -8,524 | -4.67% | Q1 2026 | May 11, 2026 |
| Financial Advisory Corp | History | Added to | 173,855 | 25,488 | 3.54% | 3.9% | 117 | +440 | 0.25% | Q1 2026 | Apr 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 172,792 | 25,332 | 0.05% | 0.05% | 118 | +4,993 | 2.98% | Q1 2026 | May 01, 2026 |
| SP Asset Management LLC | History | Reduced | 171,845 | 25,194 | 2.22% | 2.14% | 119 | -3,364 | -1.92% | Q1 2026 | May 06, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 171,750 | 25,180 | 0.87% | 0.86% | 120 | +20,892 | 13.85% | Q1 2026 | May 14, 2026 |
| Rothschild Capital Partners, LLC | History | Reduced | 171,004 | 25,070 | 6.15% | 7.21% | 121 | -27,134 | -13.69% | Q1 2026 | May 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 170,600 | 25,011 | 2.3% | 2.23% | 122 | -409 | -0.24% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 165,928 | 24,325 | 0.04% | 0.05% | 123 | +6,289 | 3.94% | Q1 2026 | May 14, 2026 |
| LM Advisors LLC | History | Reduced | 3,556 | 24,256 | 0.38% | 0.46% | 124 | -375 | -9.54% | Q1 2026 | May 13, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 161,513 | 23,679 | 2.06% | 2.06% | 125 | +3,356 | 2.12% | Q1 2026 | Apr 24, 2026 |
| American Financial Advisors, LLC | History | Reduced | 160,500 | 23,530 | 3.14% | 3.28% | 126 | -3,784 | -2.3% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 158,822 | 23,284 | 0.03% | 0.04% | 127 | -47,634 | -23.07% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 154,808 | 22,696 | 0.06% | 0.05% | 128 | +32,399 | 26.47% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 152,963 | 22,425 | 0.06% | 0.06% | 129 | +18,976 | 14.16% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 149,093 | 21,858 | 0.24% | 0.24% | 130 | +12,626 | 9.25% | Q1 2026 | Apr 20, 2026 |
| Swan Global Investments, LLC | History | Reduced | 147,497 | 21,624 | 0.72% | 0.87% | 131 | -42,854 | -22.51% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 145,462 | 21,326 | 0.02% | — | 133 | +145,462 | New | Q1 2026 | May 15, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Reduced | 143,292 | 21,326 | 4.81% | 5.14% | 132 | -1,196 | -0.83% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 144,223 | 21,144 | 0.5% | 0.69% | 134 | -37,369 | -20.58% | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Added to | 142,880 | 20,947 | 0.01% | 0.01% | 135 | +12,938 | 9.96% | Q1 2026 | May 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 142,582 | 20,903 | 2.17% | 2.35% | 136 | -763 | -0.53% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 142,317 | 20,865 | 0.16% | 0.2% | 137 | -8,901 | -5.89% | Q1 2026 | Apr 07, 2026 |
| IMZ Advisory Inc | History | Added to | 141,966 | 20,813 | 7.87% | 7.54% | 138 | +8,911 | 6.7% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 141,802 | 20,789 | 0.01% | 0.02% | 139 | +4,913 | 3.59% | Q1 2026 | May 12, 2026 |
| Cercano Management LLC | History | Added to | 140,876 | 20,653 | 0.89% | 0.3% | 140 | +89,357 | 173.44% | Q1 2026 | May 13, 2026 |
| KWMG, LLC | History | Added to | 138,864 | 20,358 | 1.7% | 1.74% | 141 | +8,618 | 6.62% | Q1 2026 | Apr 09, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 132,987 | 19,497 | 2.63% | 2.79% | 142 | -1,260 | -0.94% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 127,230 | 18,653 | 0.13% | 0.18% | 143 | -25,814 | -16.87% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 125,494 | 18,398 | 0.09% | 0.22% | 144 | -127,820 | -50.46% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 124,702 | 18,282 | 0.11% | 0.12% | 145 | -1,850 | -1.46% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 124,130 | 18,198 | 0.12% | 0.01% | 146 | +112,206 | 941.01% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 122,998 | 18,032 | 0.22% | 0.17% | 147 | +44,329 | 56.35% | Q1 2026 | Apr 23, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 122,490 | 17,958 | 4.91% | 5.22% | 148 | -5,037 | -3.95% | Q1 2026 | May 13, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 121,799 | 17,856 | 1.04% | 1.16% | 149 | -8,274 | -6.36% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 120,708 | 17,697 | 0.1% | 0.1% | 150 | +4,064 | 3.48% | Q1 2026 | Apr 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 120,073 | 17,603 | 0.21% | 0.23% | 151 | +1,559 | 1.32% | Q1 2026 | May 01, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 112,814 | 17,463 | 3.29% | 3.29% | 152 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Passaic Partners LLC | History | Reduced | 118,613 | 17,389 | 1.63% | 2.06% | 153 | -10,000 | -7.78% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 118,273 | 17,339 | 0.61% | 0.09% | 154 | +102,027 | 628.01% | Q1 2026 | May 14, 2026 |
| Tamar Securities, LLC | History | Added to | 117,258 | 17,191 | 1.84% | 1.77% | 155 | +8,635 | 7.95% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 115,890 | 17,013 | 0.03% | 0.04% | 156 | -50,271 | -30.25% | Q1 2026 | Apr 08, 2026 |
| Horizon Investments, LLC | History | Added to | 115,322 | 16,907 | 0.19% | 0.11% | 157 | +59,350 | 106.04% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 109,128 | 16,892 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 115,176 | 16,885 | 1.72% | 1.75% | 159 | +2,714 | 2.41% | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 115,080 | 16,871 | 0.71% | — | 160 | +115,080 | New | Q1 2026 | May 14, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 114,970 | 16,855 | 0.95% | 0.97% | 161 | -2,036 | -1.74% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Added to | 111,726 | 16,380 | 0.35% | 0.28% | 162 | +8,750 | 8.5% | Q1 2026 | May 07, 2026 |
| COUNTRY TRUST BANK | History | Added to | 108,189 | 15,861 | 0.3% | 0.29% | 163 | +3,301 | 3.15% | Q1 2026 | Apr 10, 2026 |
| Round Rock Advisors LLC | History | Added to | 107,918 | 15,821 | 2.42% | 2.4% | 164 | +4,691 | 4.54% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 107,338 | 15,736 | 0.37% | 0.54% | 165 | -36,682 | -25.47% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 106,252 | 15,577 | 0.18% | 0.22% | 166 | -9,381 | -8.11% | Q1 2026 | Apr 23, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 104,542 | 15,326 | 1.46% | 1.41% | 167 | +5,809 | 5.88% | Q1 2026 | Apr 16, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 104,161 | 15,270 | 0.46% | 0.47% | 168 | -208 | -0.2% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 103,862 | 15,227 | 0.12% | 0.1% | 169 | +51,847 | 99.68% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 103,561 | 15,183 | 0.51% | 0.31% | 170 | +2,001 | 1.97% | Q1 2026 | Apr 23, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Added to | 103,514 | 15,176 | 4.63% | 4.78% | 171 | +7,940 | 8.31% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 103,238 | 15,136 | 0.02% | 0.02% | 172 | -5,159 | -4.76% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 101,563 | 14,890 | 0.08% | 0.04% | 173 | +67,048 | 194.26% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 100,381 | 14,716 | 0.06% | 0.05% | 174 | +16,155 | 19.18% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 100,550 | 14,642 | 1.31% | 1.35% | 175 | +1,790 | 1.81% | Q1 2026 | May 11, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Reduced | 99,240 | 14,549 | 2.88% | 3.74% | 176 | -23,787 | -19.33% | Q1 2026 | May 06, 2026 |
| Walleye Trading LLC | History | Reduced | 98,900 | 14,499 | 0.02% | 0.02% | 177 | -10,411 | -9.52% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Added to | 98,753 | 14,478 | 0.03% | 0.0% | 179 | +90,053 | 1035.09% | Q1 2026 | May 15, 2026 |
| Estate Counselors, LLC | History | Reduced | 98,757 | 14,478 | 1.29% | 1.37% | 178 | -6,876 | -6.51% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 98,181 | 14,394 | 0.26% | 0.31% | 180 | -14,847 | -13.14% | Q1 2026 | Apr 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 96,139 | 14,356 | 0.81% | 0.55% | 181 | +35,952 | 59.73% | Q1 2026 | Apr 17, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 96,481 | 14,145 | 8.48% | 7.42% | 182 | +1,049 | 1.1% | Q1 2026 | Apr 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 96,015 | 14,073 | 0.01% | 0.01% | 183 | +7,437 | 8.4% | Q1 2026 | May 14, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | New | 95,954 | 14,067 | 7.04% | — | 184 | +95,954 | New | Q1 2026 | May 08, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 94,639 | 13,875 | 2.35% | 2.66% | 185 | -12,906 | -12.0% | Q1 2026 | May 12, 2026 |
| Balance Wealth, LLC | History | Reduced | 92,417 | 13,549 | 4.21% | 5.35% | 186 | -15,278 | -14.19% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 92,044 | 13,494 | 0.07% | 0.03% | 187 | +56,746 | 160.76% | Q1 2026 | May 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 91,722 | 13,447 | 1.16% | 2.04% | 188 | -42,645 | -31.74% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 91,700 | 13,444 | 0.02% | — | 189 | +91,700 | New | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 89,500 | 13,121 | 0.02% | — | 190 | +89,500 | New | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 89,012 | 13,050 | 0.6% | 0.56% | 191 | +6,145 | 7.42% | Q1 2026 | May 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 88,736 | 13,009 | 0.05% | 0.05% | 192 | -717 | -0.8% | Q1 2026 | Apr 24, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 87,515 | 12,830 | 3.01% | 3.14% | 193 | +1,378 | 1.6% | Q1 2026 | Apr 17, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 85,647 | 12,556 | 1.4% | 1.49% | 194 | +1,580 | 1.88% | Q1 2026 | Apr 10, 2026 |
| Clarity Financial LLC | History | Reduced | 85,305 | 12,506 | 1.36% | 1.24% | 195 | -1,483 | -1.71% | Q1 2026 | May 01, 2026 |
| Peak Retirement Planning, Inc. | History | New | 85,219 | 12,493 | 2.49% | — | 196 | +85,219 | New | Q1 2026 | May 11, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 84,204 | 12,345 | 0.62% | 0.62% | 197 | +2,203 | 2.69% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Reduced | 81,628 | 11,967 | 0.41% | 0.45% | 198 | -5,855 | -6.69% | Q1 2026 | Apr 22, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 81,128 | 11,894 | 1.36% | 1.33% | 199 | +937 | 1.17% | Q1 2026 | Apr 10, 2026 |
| J. Goldman & Co LP | History | Reduced | 80,000 | 11,728 | 0.34% | 0.54% | 200 | -53,546 | -40.1% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 79,975 | 11,725 | 0.2% | 0.22% | 201 | -5,524 | -6.46% | Q1 2026 | Apr 21, 2026 |
| Cavalier Investments, LLC | History | Reduced | 79,673 | 11,680 | 0.32% | 0.87% | 202 | -30,327 | -27.57% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 78,986 | 11,668 | 0.87% | 0.94% | 203 | -2,644 | -3.24% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 79,170 | 11,607 | 0.01% | 0.01% | 204 | +12,058 | 17.97% | Q1 2026 | May 07, 2026 |
| Csenge Advisory Group | History | Added to | 78,732 | 11,542 | 0.53% | 0.47% | 205 | +11,058 | 16.34% | Q1 2026 | Apr 30, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 78,096 | 11,449 | 0.51% | 0.56% | 206 | -2,644 | -3.27% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 77,655 | 11,385 | 0.06% | 0.06% | 207 | +3,513 | 4.74% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | New | 76,896 | 11,273 | 1.17% | — | 208 | +76,896 | New | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 76,733 | 11,249 | 0.18% | 0.23% | 209 | +1,666 | 2.22% | Q1 2026 | May 18, 2026 |
| Independent Advisor Alliance | History | Added to | 76,715 | 11,247 | 0.12% | 0.02% | 210 | +71,059 | 1256.35% | Q1 2026 | May 12, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 76,285 | 11,184 | 0.91% | 0.9% | 211 | +1,668 | 2.24% | Q1 2026 | Apr 16, 2026 |
| Sender Co & Partners, Inc. | History | Added to | 76,201 | 11,171 | 6.79% | 3.11% | 212 | +33,087 | 76.74% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Reduced | 76,080 | 11,154 | 0.22% | 0.23% | 213 | -5,101 | -6.28% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 75,377 | 11,019 | 0.01% | 0.02% | 214 | -207,550 | -73.36% | Q1 2026 | Apr 30, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 74,208 | 10,879 | 2.14% | 2.28% | 215 | +4,476 | 6.42% | Q1 2026 | Apr 20, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 73,872 | 10,830 | 4.63% | 4.32% | 216 | +6,070 | 8.95% | Q1 2026 | May 15, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 72,223 | 10,588 | 4.64% | 5.11% | 217 | +1,371 | 1.94% | Q1 2026 | Apr 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 72,008 | 10,557 | 0.03% | 0.04% | 218 | -14,939 | -17.18% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | Reduced | 71,700 | 10,511 | 0.02% | 0.14% | 219 | -397,200 | -84.71% | Q1 2026 | May 13, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 71,623 | 10,500 | 2.21% | 2.24% | 220 | -684 | -0.95% | Q1 2026 | May 12, 2026 |
| CMH Wealth Management LLC | History | Added to | 71,211 | 10,440 | 1.79% | 2.35% | 221 | +216 | 0.3% | Q1 2026 | Apr 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 71,070 | 10,419 | 0.02% | 0.02% | 222 | +12,081 | 20.48% | Q1 2026 | May 15, 2026 |
| Fullerton Fund Management Co Ltd. | History | Reduced | 69,991 | 10,261 | 0.82% | 1.16% | 223 | -101,585 | -59.21% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 126,555 | 10,220 | 0.47% | 0.12% | 224 | -87,458 | -40.87% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 69,626 | 10,207 | 0.75% | 0.59% | 225 | +17,580 | 33.78% | Q1 2026 | Apr 15, 2026 |
| Pachira Investments Inc. | History | Added to | 68,736 | 10,077 | 4.71% | 4.71% | 226 | +6,239 | 9.98% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | Reduced | 68,648 | 10,064 | 0.13% | 0.16% | 227 | -5,487 | -7.4% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Group, LLC | History | Added to | 68,462 | 10,037 | 0.67% | 0.66% | 228 | +951 | 1.41% | Q1 2026 | Apr 15, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | New | 57,687 | 9,941 | 7.45% | — | 229 | +57,687 | New | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 67,685 | 9,923 | 0.11% | 0.13% | 230 | -6,163 | -8.35% | Q1 2026 | Apr 28, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 67,352 | 9,874 | 1.44% | 1.6% | 231 | +573 | 0.86% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 67,332 | 9,871 | 0.2% | 0.19% | 232 | +13,542 | 25.18% | Q1 2026 | Apr 13, 2026 |
| Hobart Private Capital, LLC | History | Added to | 66,868 | 9,803 | 1.93% | 2.0% | 233 | +648 | 0.98% | Q1 2026 | Apr 07, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 66,339 | 9,725 | 1.66% | 1.74% | 234 | +1,003 | 1.54% | Q1 2026 | May 13, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 66,324 | 9,723 | 2.73% | 2.5% | 235 | +15,827 | 31.34% | Q1 2026 | May 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 66,215 | 9,707 | 2.06% | 1.92% | 236 | +4,757 | 7.74% | Q1 2026 | Apr 15, 2026 |
| Keystone Global Partners, LLC | History | Added to | 65,723 | 9,635 | 4.28% | 3.3% | 237 | +17,195 | 35.43% | Q1 2026 | Apr 24, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 64,967 | 9,524 | 1.05% | 0.93% | 238 | +11,388 | 21.25% | Q1 2026 | Apr 15, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 63,960 | 9,377 | 2.41% | 2.32% | 239 | -343 | -0.53% | Q1 2026 | Apr 28, 2026 |
| Heirloom Wealth Management | History | New | 63,391 | 9,293 | 1.67% | — | 240 | +63,391 | New | Q1 2026 | Apr 14, 2026 |
| Virtu Financial LLC | History | New | 63,041 | 9,242 | 0.38% | — | 241 | +63,041 | New | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 62,874 | 9,218 | 0.09% | 0.1% | 242 | +5,660 | 9.89% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 62,581 | 9,175 | 0.07% | 0.08% | 243 | +1,011 | 1.64% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | Reduced | 62,563 | 9,172 | 1.8% | 1.93% | 244 | -1,132 | -1.78% | Q1 2026 | May 11, 2026 |
| BANK HAPOALIM BM | History | Reduced | 61,817 | 9,063 | 1.39% | 0.84% | 245 | -589 | -0.94% | Q1 2026 | May 04, 2026 |
| Global Endowment Management, LP | History | No change | 61,592 | 9,030 | 1.01% | 1.19% | 246 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 61,192 | 8,971 | 1.76% | 1.82% | 247 | -307 | -0.5% | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 61,124 | 8,961 | 0.98% | 0.96% | 248 | +4,064 | 7.12% | Q1 2026 | Apr 16, 2026 |
| AlphaCore Capital LLC | History | Reduced | 60,375 | 8,851 | 0.21% | 0.24% | 249 | -9,888 | -14.07% | Q1 2026 | May 15, 2026 |
| Constitution Capital LLC | History | Added to | 60,360 | 8,849 | 4.42% | 4.27% | 250 | +2,055 | 3.52% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 59,995 | 8,795 | 1.21% | 0.23% | 251 | +49,155 | 453.46% | Q1 2026 | Apr 23, 2026 |
| Atria Investments, Inc | History | Reduced | 59,866 | 8,776 | 0.1% | 0.11% | 252 | -36 | -0.06% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Added to | 59,563 | 8,732 | 0.1% | 0.07% | 253 | +21,908 | 58.18% | Q1 2026 | Apr 16, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 59,422 | 8,711 | 2.02% | 2.2% | 254 | -343 | -0.57% | Q1 2026 | Apr 07, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Added to | 59,194 | 8,678 | 6.83% | 7.14% | 255 | +3,602 | 6.48% | Q1 2026 | Apr 16, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 59,096 | 8,664 | 2.07% | 0.58% | 256 | +42,330 | 252.48% | Q1 2026 | Apr 20, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 58,501 | 8,576 | 4.24% | 4.46% | 257 | +2,001 | 3.54% | Q1 2026 | Apr 20, 2026 |
| Perbak Capital Partners LLP | History | New | 58,330 | 8,551 | 2.1% | — | 258 | +58,330 | New | Q1 2026 | May 15, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 57,886 | 8,486 | 1.85% | 2.44% | 259 | -10,907 | -15.85% | Q1 2026 | May 11, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 57,781 | 8,471 | 0.32% | 0.39% | 260 | -10,635 | -15.54% | Q1 2026 | Apr 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 57,004 | 8,357 | 0.03% | 0.03% | 261 | -546 | -0.95% | Q1 2026 | May 13, 2026 |
| Parkside Investments, LLC | History | Reduced | 56,954 | 8,350 | 1.01% | 1.37% | 262 | -13,562 | -19.23% | Q1 2026 | Apr 08, 2026 |
| Envision Financial Planning, LLC | History | Added to | 56,649 | 8,305 | 3.0% | 3.21% | 263 | +1,742 | 3.17% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 56,334 | 8,259 | 0.3% | 0.37% | 264 | +4,537 | 8.76% | Q1 2026 | May 19, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 56,130 | 8,229 | 0.27% | 0.26% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 55,437 | 8,127 | 0.68% | 0.71% | 266 | -1,187 | -2.1% | Q1 2026 | Apr 21, 2026 |
| Allred Capital Management, LLC | History | Added to | 55,440 | 8,124 | 2.96% | 2.97% | 267 | +2,379 | 4.48% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 55,012 | 8,065 | 0.03% | 0.03% | 268 | -835 | -1.5% | Q1 2026 | May 11, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 54,732 | 8,024 | 0.59% | 0.49% | 269 | +11,322 | 26.08% | Q1 2026 | May 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 54,632 | 8,009 | 0.46% | 1.08% | 270 | -70,198 | -56.23% | Q1 2026 | Apr 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 54,541 | 8,002 | 0.28% | 0.16% | 271 | +25,952 | 90.78% | Q1 2026 | May 06, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 54,470 | 7,985 | 1.04% | 1.24% | 272 | -7,798 | -12.52% | Q1 2026 | Apr 23, 2026 |
| Symmetry Investments LP | History | Added to | 54,342 | 7,967 | 0.87% | 0.56% | 273 | +12,942 | 31.26% | Q1 2026 | May 15, 2026 |
| FORBES J M & CO LLP | History | No change | 54,169 | 7,941 | 0.67% | 0.68% | 274 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Journey Advisory Group, LLC | History | Added to | 54,121 | 7,934 | 0.68% | 0.6% | 275 | +7,848 | 16.96% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 53,850 | 7,894 | 0.22% | 0.23% | 276 | +1,175 | 2.23% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 53,760 | 7,881 | 0.04% | 0.03% | 277 | +17,959 | 50.16% | Q1 2026 | May 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 53,501 | 7,811 | 2.55% | — | 278 | +53,501 | New | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 52,509 | 7,698 | 0.0% | 0.0% | 279 | +31,706 | 152.41% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 51,831 | 7,598 | 0.18% | 0.13% | 280 | +16,523 | 46.8% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 51,594 | 7,564 | 0.4% | 0.62% | 281 | -39,068 | -43.09% | Q1 2026 | Apr 28, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 51,291 | 7,519 | 0.11% | 0.16% | 282 | -18,806 | -26.83% | Q1 2026 | May 12, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 47,997 | 7,429 | 1.57% | 1.57% | 283 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 50,426 | 7,392 | 0.13% | 0.14% | 284 | -381 | -0.75% | Q1 2026 | May 15, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 50,398 | 7,388 | 0.96% | 0.92% | 285 | -3,299 | -6.14% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 50,390 | 7,387 | 0.2% | 0.27% | 286 | -3,125 | -5.84% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 50,174 | 7,356 | 0.02% | — | 287 | +50,174 | New | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 49,910 | 7,317 | 0.35% | 0.35% | 288 | +152 | 0.31% | Q1 2026 | May 18, 2026 |
| Banco Santander, S.A. | History | Added to | 49,567 | 7,267 | 0.06% | 0.05% | 289 | +6,125 | 14.1% | Q1 2026 | May 08, 2026 |
| Maven Securities LTD | History | Reduced | 49,398 | 7,237 | 0.14% | 0.37% | 290 | -58,862 | -54.37% | Q1 2026 | May 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 49,089 | 7,196 | 0.51% | 0.52% | 291 | +3,690 | 8.13% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 49,006 | 7,184 | 0.12% | 0.01% | 292 | +47,118 | 2495.66% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Reduced | 48,663 | 7,134 | 0.8% | 0.9% | 293 | -1,440 | -2.87% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 48,568 | 7,120 | 0.2% | 0.2% | 294 | -145 | -0.3% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 48,502 | 7,110 | 0.05% | 0.04% | 295 | +19,246 | 65.78% | Q1 2026 | Apr 15, 2026 |
| Essex LLC | History | Added to | 48,330 | 7,085 | 1.25% | 1.29% | 296 | +1,405 | 2.99% | Q1 2026 | Apr 24, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 48,170 | 7,062 | 2.94% | 2.9% | 297 | +3,248 | 7.23% | Q1 2026 | Apr 23, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 48,108 | 7,053 | 0.68% | 0.09% | 298 | +42,309 | 729.59% | Q1 2026 | May 05, 2026 |
| Concentric Capital Strategies, LP | History | Reduced | 47,840 | 7,013 | 0.59% | 0.78% | 299 | -56,803 | -54.28% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 46,652 | 6,839 | 0.47% | 0.49% | 300 | +7,065 | 17.85% | Q1 2026 | Apr 17, 2026 |