SPDR SERIES TRUST - XME
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 | 7,579,721 | 818,685 | 0.06% | 0.01% | 1 | +5,697,852 | 302.78% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,688,694 | 290,405 | 0.02% | 0.02% | 2 | +223,176 | 9.05% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,509,456 | 163,036 | 0.02% | 0.03% | 3 | -642,295 | -29.85% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,454,943 | 157,148 | 0.02% | 0.02% | 4 | -9,357 | -0.64% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,219,503 | 131,718 | 0.02% | 0.01% | 5 | +45,049 | 3.84% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,062,900 | 114,803 | 0.02% | 0.02% | 6 | -434,425 | -29.01% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 975,305 | 105,342 | 0.02% | 0.08% | 7 | -3,820,602 | -79.66% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 902,693 | 97,499 | 0.06% | 0.01% | 8 | +777,383 | 620.37% | Q1 2026 | May 15, 2026 |
| Elliott Investment Management L.P. | History | No change | 900,000 | 97,209 | 0.48% | 0.41% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 830,230 | 89,673 | 0.78% | — | 10 | +830,230 | New | Q1 2026 | May 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 814,000 | 87,920 | 0.6% | 0.83% | 11 | -107,500 | -11.67% | Q1 2026 | May 05, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 736,863 | 79,588 | 0.87% | 1.0% | 12 | -102,241 | -12.18% | Q1 2026 | Apr 29, 2026 |
| LPL Financial LLC | History | Added to | 722,429 | 78,029 | 0.02% | 0.02% | 13 | +113,750 | 18.69% | Q1 2026 | May 06, 2026 |
| Vanderbilt University | History | Reduced | 721,414 | 77,919 | 14.8% | 17.22% | 14 | -252,145 | -25.9% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Reduced | 707,759 | 76,445 | 0.03% | 0.04% | 15 | -176,258 | -19.94% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Reduced | 660,990 | 71,393 | 0.08% | 0.08% | 16 | -75,310 | -10.23% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 659,107 | 71,190 | 0.02% | 0.07% | 17 | -2,240,999 | -77.27% | Q1 2026 | May 14, 2026 |
| Woodline Partners LP | History | Added to | 568,496 | 61,403 | 0.23% | 0.02% | 18 | +518,713 | 1041.95% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 551,827 | 59,602 | 0.02% | 0.01% | 19 | +144,874 | 35.6% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 461,621 | 49,859 | 0.01% | 0.02% | 20 | -389,130 | -45.74% | Q1 2026 | May 11, 2026 |
| NATIXIS | History | Reduced | 449,426 | 48,542 | 0.17% | 0.17% | 21 | -4,209 | -0.93% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 403,273 | 43,557 | 0.02% | 0.03% | 22 | -385,122 | -48.85% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 374,600 | 40,460 | 0.09% | 0.09% | 23 | -117,200 | -23.83% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 345,016 | 37,265 | 0.04% | 0.0% | 24 | +320,916 | 1331.6% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 344,037 | 37,159 | 0.06% | 0.16% | 25 | -691,035 | -66.76% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Added to | 336,500 | 36,345 | 0.06% | 0.05% | 26 | +4,504 | 1.36% | Q1 2026 | May 08, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 286,689 | 33,648 | 0.09% | 0.06% | 27 | -9,112 | -3.08% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Reduced | 304,384 | 32,876 | 0.19% | 0.34% | 28 | -177,416 | -36.82% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 286,381 | 30,932 | 0.01% | 0.0% | 29 | +24,319 | 9.28% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 284,674 | 30,747 | 0.33% | 0.34% | 30 | -22,973 | -7.47% | Q1 2026 | May 11, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 253,845 | 27,417 | 0.2% | 0.12% | 31 | +113,366 | 80.7% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 253,815 | 27,414 | 0.03% | 0.03% | 32 | -32,037 | -11.21% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 231,737 | 25,030 | 0.01% | 0.0% | 33 | +107,600 | 86.68% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 229,439 | 24,781 | 0.01% | 0.07% | 34 | -1,148,423 | -83.35% | Q1 2026 | May 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 200,000 | 21,602 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SMI Advisory Services, LLC | History | Added to | 180,486 | 19,893 | 3.28% | 2.31% | 36 | +69,279 | 62.3% | Q1 2026 | Apr 07, 2026 |
| HSBC HOLDINGS PLC | History | New | 164,561 | 17,712 | 0.01% | — | 37 | +164,561 | New | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 148,656 | 16,056 | 0.01% | 0.01% | 38 | -54,729 | -26.91% | Q1 2026 | May 13, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 144,400 | 15,596 | 0.54% | 0.5% | 39 | +12,767 | 9.7% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 131,884 | 14,245 | 0.02% | 0.02% | 40 | +11,469 | 9.52% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 123,569 | 13,347 | 0.03% | 0.01% | 41 | +72,419 | 141.58% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 115,631 | 12,489 | 0.02% | 0.01% | 42 | +35,991 | 45.19% | Q1 2026 | Apr 27, 2026 |
| Jefferies Financial Group Inc. | History | New | 104,700 | 11,308 | 0.08% | — | 43 | +104,700 | New | Q1 2026 | May 07, 2026 |
| ALLIANZ SE | History | Added to | 101,270 | 10,938 | 0.12% | 0.11% | 44 | +15,500 | 18.07% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 100,758 | 10,882 | 0.05% | 0.06% | 45 | -14,109 | -12.28% | Q1 2026 | Apr 24, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 100,000 | 10,801 | 0.23% | — | 46 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | New | 97,000 | 10,476 | 1.33% | — | 47 | +97,000 | New | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 96,839 | 10,459 | 0.01% | 0.01% | 48 | -8,804 | -8.33% | Q1 2026 | May 13, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 95,850 | 10,352 | 1.55% | 0.9% | 49 | +36,509 | 61.52% | Q1 2026 | May 04, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 88,900 | 9,602 | 0.04% | 0.07% | 50 | -162,800 | -64.68% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 84,347 | 9,110 | 0.01% | 0.0% | 51 | +4,353 | 5.44% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 83,787 | 9,049 | 0.02% | 0.05% | 52 | -106,069 | -55.87% | Q1 2026 | May 14, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 82,826 | 8,946 | 2.24% | 2.97% | 53 | -24,446 | -22.79% | Q1 2026 | Apr 16, 2026 |
| SG Americas Securities, LLC | History | Reduced | 79,531 | 8,590 | 0.01% | 0.01% | 54 | -11,294 | -12.43% | Q1 2026 | Apr 16, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 70,975 | 7,665 | 3.75% | 3.62% | 55 | -4,029 | -5.37% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 70,796 | 7,646 | 0.03% | 0.03% | 56 | +7,939 | 12.63% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 69,541 | 7,511 | 0.0% | 0.0% | 57 | +38,578 | 124.59% | Q1 2026 | May 07, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 67,898 | 7,333 | 0.01% | 0.01% | 58 | -14,810 | -17.91% | Q1 2026 | May 06, 2026 |
| University of Illinois Foundation | History | New | 66,744 | 7,209 | 1.48% | — | 59 | +66,744 | New | Q1 2026 | May 13, 2026 |
| Quantitative Investment Management, LLC | History | New | 66,592 | 7,192 | 0.75% | — | 60 | +66,592 | New | Q1 2026 | May 15, 2026 |
| Legend Financial Advisors, Inc. | History | Reduced | 65,923 | 7,120 | 4.59% | 5.79% | 61 | -26,395 | -28.59% | Q1 2026 | Apr 24, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 65,387 | 7,062 | 1.36% | 1.29% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 64,775 | 6,996 | 0.0% | 0.0% | 63 | +33,112 | 104.58% | Q1 2026 | May 04, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 62,508 | 6,751 | 0.12% | 0.12% | 64 | +1,477 | 2.42% | Q1 2026 | May 14, 2026 |
| Cavalier Investments, LLC | History | New | 62,334 | 6,732 | 0.18% | — | 65 | +62,334 | New | Q1 2026 | May 15, 2026 |
| Ted Buchan & Co | History | Reduced | 62,246 | 6,723 | 2.44% | 2.89% | 66 | -13,714 | -18.05% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 61,780 | 6,672 | 0.01% | 0.01% | 67 | +7,385 | 13.58% | Q1 2026 | May 05, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 60,229 | 6,505 | 0.51% | 0.48% | 68 | +200 | 0.33% | Q1 2026 | Apr 29, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 58,997 | 6,372 | 0.84% | — | 69 | +58,997 | New | Q1 2026 | Apr 13, 2026 |
| VESTOR CAPITAL, LLC | History | New | 57,878 | 6,251 | 0.45% | — | 70 | +57,878 | New | Q1 2026 | May 21, 2026 |
| Focus Partners Wealth | History | Reduced | 57,119 | 6,169 | 0.01% | 0.01% | 71 | -6,726 | -10.53% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 54,908 | 5,930 | 0.03% | 0.04% | 72 | -4,085 | -6.92% | Q1 2026 | May 15, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 54,268 | 5,861 | 1.21% | 0.09% | 73 | +50,034 | 1181.72% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 51,671 | 5,581 | 0.01% | 0.01% | 74 | +2,589 | 5.27% | Q1 2026 | May 13, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 51,529 | 5,565 | 2.22% | 1.07% | 75 | +25,790 | 100.2% | Q1 2026 | May 11, 2026 |
| Norris Financial Group, LLC | History | Reduced | 50,188 | 5,420 | 1.77% | 1.77% | 76 | -36 | -0.07% | Q1 2026 | May 20, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 50,027 | 5,403 | 0.01% | 0.01% | 77 | +18,228 | 57.32% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | New | 45,000 | 4,860 | 0.12% | — | 78 | +45,000 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 44,600 | 4,817 | 0.01% | — | 79 | +44,600 | New | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 44,488 | 4,805 | 0.29% | 0.32% | 80 | -8,690 | -16.34% | Q1 2026 | May 13, 2026 |
| Volterra Technologies LP | History | Reduced | 44,000 | 4,752 | 0.58% | 4.73% | 81 | -407,400 | -90.25% | Q1 2026 | May 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 42,629 | 4,604 | 0.52% | 0.46% | 82 | +3,754 | 9.66% | Q1 2026 | May 01, 2026 |
| Hilltop Holdings Inc. | History | Added to | 42,265 | 4,564 | 0.41% | 0.18% | 83 | +12,767 | 43.28% | Q1 2026 | May 14, 2026 |
| Amitell Capital Pte Ltd | History | Reduced | 41,755 | 4,509 | 7.23% | 5.97% | 84 | -9,818 | -19.04% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 43,223 | 4,471 | 0.0% | 0.0% | 85 | +5,395 | 14.26% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 41,136 | 4,443 | 0.02% | 0.02% | 86 | +864 | 2.15% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 40,838 | 4,410 | 0.15% | 0.1% | 87 | +13,337 | 48.5% | Q1 2026 | May 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 40,581 | 4,383 | 0.14% | 0.14% | 88 | -2,421 | -5.63% | Q1 2026 | Apr 08, 2026 |
| HERBST GROUP, LLC | History | Reduced | 40,502 | 4,374 | 2.7% | 3.73% | 90 | -20,699 | -33.82% | Q1 2026 | Apr 09, 2026 |
| SIG BROKERAGE, LP | History | Added to | 40,500 | 4,374 | 0.12% | 0.08% | 89 | +15,000 | 58.82% | Q1 2026 | May 15, 2026 |
| TCP Asset Management, LLC | History | New | 40,383 | 4,361 | 0.56% | — | 91 | +40,383 | New | Q1 2026 | Apr 10, 2026 |
| Greenline Partners, LLC | History | Reduced | 39,817 | 4,300 | 0.46% | 0.48% | 92 | -795 | -1.96% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 38,869 | 4,198 | 0.0% | 0.0% | 93 | -675 | -1.71% | Q1 2026 | May 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 38,800 | 4,190 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 38,460 | 4,154 | 0.22% | 0.26% | 95 | -4,667 | -10.82% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 38,132 | 4,118 | 0.01% | 0.01% | 96 | +8,484 | 28.62% | Q1 2026 | May 14, 2026 |
| Proficio Capital Partners LLC | History | New | 38,075 | 4,112 | 0.22% | — | 97 | +38,075 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,171 | 3,906 | 0.06% | 0.05% | 98 | +13,049 | 56.44% | Q1 2026 | May 15, 2026 |
| Fosun International Ltd | History | New | 33,059 | 3,570 | 0.9% | — | 99 | +33,059 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 32,292 | 3,487 | 0.02% | 0.0% | 100 | +26,996 | 509.74% | Q1 2026 | May 08, 2026 |
| Silver Coast Investments LLC | History | Reduced | 32,206 | 3,478 | 1.11% | 1.17% | 101 | -620 | -1.89% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 31,595 | 3,464 | 0.01% | 0.01% | 102 | +8,955 | 39.55% | Q1 2026 | May 12, 2026 |
| Penserra Capital Management LLC | History | New | 31,786 | 3,433 | 0.04% | — | 103 | +31,786 | New | Q1 2026 | May 11, 2026 |
| Advocate Investing Services LLC | History | Reduced | 31,242 | 3,374 | 2.86% | 2.91% | 104 | -84 | -0.27% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 31,007 | 3,349 | 0.01% | — | 105 | +31,007 | New | Q1 2026 | May 01, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 30,901 | 3,337 | 0.94% | 1.28% | 106 | -7,777 | -20.11% | Q1 2026 | May 13, 2026 |
| Arch Global Advisors, LLC | History | New | 30,779 | 3,324 | 1.73% | — | 107 | +30,779 | New | Q1 2026 | Apr 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 30,480 | 3,292 | 0.07% | 0.07% | 108 | +549 | 1.83% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 30,329 | 3,276 | 0.03% | — | 109 | +30,329 | New | Q1 2026 | Apr 07, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 28,075 | 3,032 | 0.04% | 0.03% | 110 | -2,425 | -7.95% | Q1 2026 | Apr 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 27,559 | 2,976 | 0.06% | — | 111 | +27,559 | New | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 27,463 | 2,966 | 0.01% | 0.0% | 112 | +1,406 | 5.4% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 27,047 | 2,921 | 0.0% | 0.0% | 113 | -8 | -0.03% | Q1 2026 | May 05, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 26,863 | 2,901 | 0.3% | 0.27% | 114 | -1,600 | -5.62% | Q1 2026 | May 06, 2026 |
| PFG Advisors | History | Added to | 26,628 | 2,876 | 0.14% | 0.13% | 115 | +698 | 2.69% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 26,590 | 2,872 | 0.02% | 0.01% | 116 | +10,642 | 66.73% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 25,173 | 2,837 | 0.16% | 0.19% | 117 | -5,617 | -18.24% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 24,658 | 2,663 | 0.0% | 0.0% | 118 | +6,013 | 32.25% | Q1 2026 | May 15, 2026 |
| Great Diamond Partners, LLC | History | New | 24,520 | 2,648 | 0.51% | — | 119 | +24,520 | New | Q1 2026 | May 12, 2026 |
| Fullerton Fund Management Co Ltd. | History | New | 24,400 | 2,635 | 0.21% | — | 120 | +24,400 | New | Q1 2026 | May 15, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 24,261 | 2,620 | 0.83% | 1.24% | 121 | -8,049 | -24.91% | Q1 2026 | Apr 24, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 23,933 | 2,585 | 0.54% | 0.49% | 122 | +2,412 | 11.21% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 23,500 | 2,538 | 0.16% | 0.18% | 123 | -3,196 | -11.97% | Q1 2026 | Apr 15, 2026 |
| Retirement Planning Group, LLC | History | New | 23,494 | 2,537 | 0.08% | — | 124 | +23,494 | New | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | New | 23,335 | 2,520 | 0.02% | — | 125 | +23,335 | New | Q1 2026 | May 15, 2026 |
| Clarus Wealth Advisors | History | Added to | 22,760 | 2,499 | 1.07% | 1.12% | 126 | +281 | 1.25% | Q1 2026 | Apr 08, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 22,973 | 2,481 | 2.12% | 2.05% | 127 | +2,412 | 11.73% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 22,591 | 2,440 | 0.03% | 0.03% | 128 | -6 | -0.03% | Q1 2026 | Apr 21, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | New | 22,000 | 2,376 | 1.23% | — | 129 | +22,000 | New | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 21,742 | 2,348 | 0.01% | 0.0% | 130 | +6,275 | 40.57% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 21,738 | 2,347 | 0.05% | 0.01% | 131 | +18,423 | 555.75% | Q1 2026 | May 14, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 21,717 | 2,345 | 1.71% | 1.49% | 132 | +1,902 | 9.6% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,955 | 2,303 | 0.02% | 0.01% | 133 | +13,033 | 164.52% | Q1 2026 | Apr 07, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 20,987 | 2,266 | 0.64% | 0.06% | 134 | +18,380 | 705.02% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 20,195 | 2,181 | 0.05% | 0.03% | 135 | +7,672 | 61.26% | Q1 2026 | Apr 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 20,129 | 2,174 | 0.05% | 0.05% | 136 | -627 | -3.02% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | No change | 19,431 | 2,098 | 0.38% | 0.31% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,401 | 2,095 | 0.01% | 0.01% | 138 | +618 | 3.29% | Q1 2026 | Apr 30, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 19,031 | 2,055 | 0.05% | 0.05% | 139 | -348 | -1.8% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,255 | 1,971 | 0.03% | 0.02% | 140 | +3,244 | 21.61% | Q1 2026 | May 15, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 18,964 | 1,964 | 1.14% | 1.14% | 141 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Royal Fund Management, LLC | History | Added to | 35,762 | 1,961 | 0.19% | 0.15% | 142 | +8,009 | 28.86% | Q1 2026 | May 19, 2026 |
| BlackRock, Inc. | History | Reduced | 17,821 | 1,924 | 0.0% | 0.0% | 143 | -1,535 | -7.93% | Q1 2026 | May 13, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 17,715 | 1,913 | 0.86% | 0.99% | 144 | -697 | -3.79% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | New | 17,432 | 1,882 | 0.02% | — | 145 | +17,432 | New | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 17,392 | 1,878 | 0.59% | 0.6% | 146 | -1,298 | -6.94% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 17,190 | 1,856 | 0.04% | 0.04% | 147 | +133 | 0.78% | Q1 2026 | May 15, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | New | 16,833 | 1,818 | 0.83% | — | 148 | +16,833 | New | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 16,595 | 1,792 | 0.26% | 0.27% | 149 | -963 | -5.48% | Q1 2026 | May 13, 2026 |
| Whalen Wealth Management Inc. | History | New | 16,043 | 1,732 | 0.93% | — | 150 | +16,043 | New | Q1 2026 | Apr 13, 2026 |
| BOS Asset Management, LLC | History | Reduced | 15,850 | 1,711 | 0.44% | 0.45% | 151 | -362 | -2.23% | Q1 2026 | Apr 08, 2026 |
| MARSHALL WACE, LLP | History | Added to | 15,765 | 1,702 | 0.0% | 0.0% | 152 | +7,265 | 85.47% | Q1 2026 | May 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 15,541 | 1,678 | 0.15% | 0.17% | 153 | -2,534 | -14.02% | Q1 2026 | Apr 07, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 13,738 | 1,633 | 0.37% | 0.11% | 154 | +10,156 | 283.53% | Q1 2026 | May 08, 2026 |
| LMR Partners LLP | History | New | 15,000 | 1,620 | 0.0% | — | 155 | +15,000 | New | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 14,780 | 1,596 | 0.0% | 0.0% | 156 | +1,200 | 8.84% | Q1 2026 | May 13, 2026 |
| EHP Funds Inc. | History | No change | 15,400 | 1,595 | 3.65% | 3.65% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First Heartland Consultants, Inc. | History | New | 14,211 | 1,534 | 0.12% | — | 158 | +14,211 | New | Q1 2026 | Apr 08, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | No change | 14,200 | 1,533 | 2.85% | 3.38% | 159 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Itau Unibanco Holding S.A. | History | New | 14,000 | 1,512 | 0.04% | — | 160 | +14,000 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 13,584 | 1,467 | 0.0% | 0.0% | 161 | +741 | 5.77% | Q1 2026 | Apr 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 13,440 | 1,451 | 0.02% | 0.02% | 162 | +8 | 0.06% | Q1 2026 | May 01, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 13,382 | 1,445 | 0.57% | 0.49% | 163 | +1,787 | 15.41% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,587 | 1,359 | 0.01% | 0.01% | 164 | +223 | 1.8% | Q1 2026 | Apr 30, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | New | 12,564 | 1,357 | 0.45% | — | 165 | +12,564 | New | Q1 2026 | Apr 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 12,556 | 1,355 | 0.01% | — | 167 | +12,556 | New | Q1 2026 | May 15, 2026 |
| E&G Advisors, LP | History | Added to | 12,548 | 1,355 | 0.3% | 0.27% | 166 | +822 | 7.01% | Q1 2026 | Apr 21, 2026 |
| Ciovacco Capital Management LLC | History | New | 12,460 | 1,345 | 0.78% | — | 168 | +12,460 | New | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 12,442 | 1,343 | 0.02% | 0.01% | 169 | +4,750 | 61.75% | Q1 2026 | May 11, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 12,372 | 1,336 | 0.91% | 0.99% | 170 | -503 | -3.91% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 12,220 | 1,319 | 0.0% | 0.0% | 171 | -1,449 | -10.6% | Q1 2026 | May 05, 2026 |
| Black Maple Capital Management LP | History | Added to | 12,000 | 1,296 | 0.72% | 0.76% | 172 | +1,500 | 14.29% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 11,796 | 1,274 | 0.06% | 0.06% | 173 | -155 | -1.3% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 11,565 | 1,249 | 0.0% | 0.0% | 174 | +3,021 | 35.36% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,499 | 1,242 | 0.05% | 0.02% | 175 | +8,040 | 232.44% | Q1 2026 | May 19, 2026 |
| Arax Advisory Partners | History | Added to | 11,458 | 1,237 | 0.03% | 0.0% | 176 | +11,443 | 76286.67% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 11,050 | 1,193 | 0.0% | 0.0% | 177 | +8,638 | 358.13% | Q1 2026 | May 08, 2026 |
| Y.D. More Investments Ltd | History | No change | 11,000 | 1,188 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| McMill Wealth Management | History | New | 24,349 | 1,176 | 0.31% | — | 179 | +24,349 | New | Q1 2026 | May 13, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 10,788 | 1,165 | 0.3% | 0.54% | 180 | -9,683 | -47.3% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,616 | 1,146 | 0.05% | 0.05% | 181 | +1,087 | 11.41% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 10,610 | 1,146 | 0.16% | 0.18% | 182 | +2 | 0.02% | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | Reduced | 10,475 | 1,131 | 0.03% | 0.03% | 183 | -97 | -0.92% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,433 | 1,126 | 0.0% | 0.0% | 184 | +2,999 | 40.34% | Q1 2026 | Apr 27, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 10,595 | 1,118 | 0.01% | 0.01% | 185 | -9,261 | -46.64% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 10,215 | 1,103 | 0.0% | 0.0% | 186 | +7,515 | 278.33% | Q1 2026 | May 11, 2026 |
| Investment Management Trust, LLC | History | New | 10,171 | 1,098 | 1.07% | — | 187 | +10,171 | New | Q1 2026 | Apr 24, 2026 |
| Fox Hill Wealth Management | History | Added to | 10,072 | 1,087 | 0.52% | 0.48% | 188 | +5 | 0.05% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 9,268 | 1,018 | 0.02% | 0.02% | 189 | -8 | -0.09% | Q1 2026 | May 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 9,363 | 1,011 | 0.17% | 0.16% | 190 | +505 | 5.7% | Q1 2026 | May 04, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 9,224 | 996 | 0.55% | 0.6% | 191 | +1 | 0.01% | Q1 2026 | Apr 16, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 8,921 | 963 | 0.46% | 0.35% | 192 | +2,226 | 33.25% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,882 | 959 | 0.01% | 0.0% | 193 | +6,862 | 339.7% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,870 | 956 | 0.0% | 0.0% | 194 | +3,267 | 58.31% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 8,844 | 955 | 0.18% | 0.18% | 195 | -525 | -5.6% | Q1 2026 | Apr 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 9,194 | 952 | 0.27% | 0.27% | 196 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,718 | 941 | 0.01% | 0.01% | 197 | -2,066 | -19.16% | Q1 2026 | Apr 15, 2026 |
| Fermata Advisors, LLC | History | Added to | 8,534 | 921 | 0.21% | 0.21% | 198 | +249 | 3.01% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | New | 8,353 | 902 | 0.04% | — | 199 | +8,353 | New | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 8,177 | 883 | 0.03% | 0.02% | 201 | +858 | 11.72% | Q1 2026 | May 11, 2026 |
| Texas Yale Capital Corp. | History | Added to | 8,179 | 883 | 0.03% | 0.02% | 200 | +225 | 2.83% | Q1 2026 | May 04, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 8,090 | 873 | 0.0% | 0.0% | 202 | -4,238 | -34.38% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 8,042 | 868 | 0.0% | 0.0% | 203 | +2,721 | 51.14% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 8,009 | 865 | 0.15% | — | 204 | +8,009 | New | Q1 2026 | May 08, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 7,913 | 854 | 0.13% | 0.2% | 205 | -3,967 | -33.39% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 7,761 | 837 | 0.0% | 0.0% | 206 | +1,998 | 34.67% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 7,723 | 834 | 0.09% | — | 207 | +7,723 | New | Q1 2026 | May 04, 2026 |
| TCTC Holdings, LLC | History | No change | 7,695 | 831 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Verdence Capital Advisors LLC | History | New | 7,529 | 813 | 0.05% | — | 209 | +7,529 | New | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,702 | 798 | 0.01% | 0.01% | 210 | +245 | 3.29% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 7,371 | 796 | 0.0% | — | 211 | +7,371 | New | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 7,648 | 792 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 7,200 | 777 | 0.0% | 0.0% | 213 | +200 | 2.86% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | New | 7,193 | 776 | 0.01% | — | 214 | +7,193 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,054 | 761 | 0.0% | — | 215 | +7,054 | New | Q1 2026 | May 01, 2026 |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | History | Reduced | 7,000 | 756 | 1.26% | 1.21% | 216 | -1,000 | -12.5% | Q1 2026 | May 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 6,965 | 752 | 0.43% | — | 217 | +6,965 | New | Q1 2026 | May 12, 2026 |
| Marex Group plc | History | Reduced | 6,955 | 751 | 0.0% | 0.01% | 218 | -2,633 | -27.46% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 6,927 | 748 | 0.22% | 0.23% | 219 | -317 | -4.38% | Q1 2026 | May 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 6,800 | 734 | 0.01% | 0.01% | 220 | -4,901 | -41.89% | Q1 2026 | May 15, 2026 |
| Berman McAleer LLC | History | Added to | 6,486 | 700 | 0.1% | 0.07% | 221 | +1,690 | 35.24% | Q1 2026 | Apr 17, 2026 |
| JT Stratford LLC | History | Reduced | 6,480 | 699 | 0.09% | 0.09% | 222 | -537 | -7.65% | Q1 2026 | May 15, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 6,426 | 694 | 0.07% | 0.29% | 223 | -20,081 | -75.76% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,162 | 682 | 0.0% | 0.0% | 224 | +3,196 | 107.75% | Q1 2026 | Apr 08, 2026 |
| INSIGHT 2811, INC. | History | No change | 6,222 | 672 | 0.28% | 0.28% | 225 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,984 | 646 | 0.06% | — | 226 | +5,984 | New | Q1 2026 | May 12, 2026 |
| Banco BTG Pactual S.A. | History | New | 5,900 | 637 | 0.06% | — | 227 | +5,900 | New | Q1 2026 | May 12, 2026 |
| Global Wealth Management, LLC | History | New | 5,739 | 619 | 0.34% | — | 228 | +5,739 | New | Q1 2026 | Apr 16, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 5,718 | 617 | 0.03% | 0.02% | 229 | +2,550 | 80.49% | Q1 2026 | Apr 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 5,560 | 600 | 0.0% | 0.0% | 230 | -272 | -4.66% | Q1 2026 | May 14, 2026 |
| IBEX WEALTH ADVISORS | History | New | 5,500 | 594 | 0.06% | — | 231 | +5,500 | New | Q1 2026 | Apr 30, 2026 |
| Columbus Macro, LLC | History | No change | 5,460 | 589 | 0.06% | 0.06% | 232 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Verition Fund Management LLC | History | Reduced | 5,179 | 559 | 0.0% | 0.01% | 233 | -14,821 | -74.11% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,133 | 554 | 0.0% | 0.0% | 234 | -2,991 | -36.82% | Q1 2026 | May 13, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | New | 5,066 | 547 | 0.06% | — | 235 | +5,066 | New | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 5,000 | 540 | 0.0% | 0.04% | 236 | -219,913 | -97.78% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 4,376 | 540 | 0.01% | — | 237 | +4,376 | New | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 4,908 | 530 | 0.0% | — | 238 | +4,908 | New | Q1 2026 | Apr 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,854 | 524 | 0.03% | 0.03% | 239 | +650 | 15.46% | Q1 2026 | Apr 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 4,775 | 515 | 0.0% | 0.0% | 240 | +69 | 1.47% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,741 | 512 | 0.05% | 0.02% | 241 | +2,302 | 94.38% | Q1 2026 | Apr 30, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 4,707 | 508 | 0.02% | 0.02% | 242 | -969 | -17.07% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,328 | 496 | 0.01% | — | 243 | +4,328 | New | Q1 2026 | May 01, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 4,521 | 488 | 0.44% | — | 246 | +4,521 | New | Q1 2026 | Apr 21, 2026 |
| PHILADELPHIA TRUST CO | History | Added to | 4,521 | 488 | 0.03% | 0.02% | 244 | +1,105 | 32.35% | Q1 2026 | May 13, 2026 |
| Twin Tree Management, LP | History | Reduced | 4,524 | 488 | 0.01% | 0.0% | 245 | -7 | -0.15% | Q1 2026 | May 14, 2026 |
| Sound Financial Strategies Group, LLC | History | New | 4,441 | 479 | 0.33% | — | 247 | +4,441 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 4,384 | 473 | 0.0% | 0.0% | 248 | -846 | -16.18% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 4,293 | 463 | 0.02% | 0.02% | 249 | +68 | 1.61% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 4,218 | 455 | 0.01% | 0.01% | 250 | +129 | 3.15% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 4,148 | 448 | 0.0% | 0.0% | 251 | -43 | -1.03% | Q1 2026 | May 14, 2026 |
| Oxbow Advisors, LLC | History | No change | 4,075 | 440 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 4,065 | 439 | 0.3% | 0.31% | 253 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 3,959 | 427 | 0.06% | 0.06% | 254 | -150 | -3.65% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | New | 3,932 | 424 | 0.01% | — | 255 | +3,932 | New | Q1 2026 | May 04, 2026 |
| CENTRAL TRUST Co | History | Reduced | 3,804 | 410 | 0.01% | 0.01% | 256 | -345 | -8.32% | Q1 2026 | Apr 17, 2026 |
| XTX Topco Ltd | History | Reduced | 3,793 | 409 | 0.01% | 0.02% | 257 | -1,970 | -34.18% | Q1 2026 | May 15, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 3,408 | 409 | 0.08% | 0.09% | 258 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,726 | 402 | 0.02% | — | 259 | +3,726 | New | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 3,689 | 398 | 0.02% | 0.03% | 260 | -1,682 | -31.32% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,656 | 394 | 0.0% | 0.0% | 261 | +1 | 0.03% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,611 | 390 | 0.0% | 0.0% | 262 | +2,660 | 279.71% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 3,605 | 389 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,647 | 377 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 3,441 | 372 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | New | 3,147 | 339 | 0.01% | — | 266 | +3,147 | New | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | New | 3,130 | 338 | 0.01% | — | 267 | +3,130 | New | Q1 2026 | May 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 3,100 | 334 | 0.02% | 0.02% | 268 | -963 | -23.7% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,094 | 333 | 0.0% | 0.0% | 269 | +1,654 | 114.86% | Q1 2026 | May 13, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 3,079 | 332 | 0.26% | 0.26% | 270 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | Reduced | 3,022 | 326 | 0.07% | 0.08% | 271 | -690 | -18.59% | Q1 2026 | May 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 2,950 | 318 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 2,942 | 317 | 0.02% | — | 273 | +2,942 | New | Q1 2026 | Apr 23, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 2,910 | 314 | 0.06% | 0.06% | 274 | +115 | 4.11% | Q1 2026 | Apr 20, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,885 | 311 | 0.01% | — | 275 | +2,885 | New | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,872 | 310 | 0.01% | 0.01% | 276 | +1,273 | 79.61% | Q1 2026 | May 18, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,779 | 300 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | New | 2,756 | 297 | 0.0% | — | 278 | +2,756 | New | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Reduced | 2,743 | 296 | 0.0% | 0.03% | 280 | -22,371 | -89.08% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,743 | 296 | 0.0% | 0.0% | 279 | +353 | 14.77% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | New | 2,719 | 293 | 0.01% | — | 281 | +2,719 | New | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,876 | 291 | 0.01% | 0.0% | 282 | -1,003 | -17.06% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 2,687 | 290 | 0.01% | 0.01% | 283 | -349 | -11.5% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,665 | 288 | 0.0% | 0.01% | 284 | -351 | -11.64% | Q1 2026 | Apr 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 2,645 | 285 | 0.0% | — | 286 | +2,645 | New | Q1 2026 | Apr 27, 2026 |
| Choate Investment Advisors | History | No change | 2,646 | 285 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 2,560 | 276 | 0.02% | 0.01% | 287 | +308 | 13.68% | Q1 2026 | Apr 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 2,537 | 274 | 0.01% | — | 288 | +2,537 | New | Q1 2026 | Apr 07, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 2,535 | 273 | 0.18% | 0.18% | 289 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,522 | 272 | 0.0% | 0.0% | 290 | +361 | 16.71% | Q1 2026 | May 14, 2026 |
| BANQUE PICTET & CIE SA | History | New | 2,500 | 270 | 0.0% | — | 291 | +2,500 | New | Q1 2026 | Apr 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 2,481 | 268 | 0.01% | — | 292 | +2,481 | New | Q1 2026 | Apr 15, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 2,467 | 266 | 0.15% | 0.31% | 293 | -3,019 | -55.03% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | New | 2,466 | 266 | 0.0% | — | 294 | +2,466 | New | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 2,459 | 265 | 0.0% | 0.11% | 295 | -68,326 | -96.53% | Q1 2026 | May 12, 2026 |
| Guardian Capital, LLC | History | New | 2,385 | 257 | 0.25% | — | 296 | +2,385 | New | Q1 2026 | May 11, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 2,372 | 256 | 0.11% | 0.13% | 297 | -210 | -8.13% | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | New | 2,338 | 252 | 0.0% | — | 298 | +2,338 | New | Q1 2026 | Apr 22, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 2,338 | 252 | 0.06% | — | 299 | +2,338 | New | Q1 2026 | May 07, 2026 |
| Midwest Trust Co | History | No change | 2,300 | 248 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 01, 2026 |