SPDR SERIES TRUST - XOP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,899,669 | 1,800,056 | 0.2% | 0.06% | 1 | +5,556,206 | 127.92% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,071,383 | 740,299 | 0.09% | 0.1% | 2 | -2,471,895 | -37.78% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 3,977,500 | 723,228 | 0.09% | 0.04% | 3 | +1,775,828 | 80.66% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,232,746 | 587,810 | 0.1% | 0.05% | 4 | +569,972 | 21.41% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 3,191,600 | 580,328 | 1.54% | 0.0% | 5 | +3,171,600 | 15858.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 2,854,257 | 518,989 | 0.22% | 0.18% | 6 | -317,383 | -10.01% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,257,472 | 410,476 | 0.17% | 0.07% | 7 | +947,781 | 72.37% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,104,752 | 382,707 | 0.02% | 0.02% | 8 | +70,784 | 3.48% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,829,096 | 332,584 | 0.02% | 0.04% | 9 | -2,213,768 | -54.76% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,550,639 | 281,952 | 0.52% | 0.31% | 10 | +228,442 | 17.28% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 1,500,000 | 272,745 | 0.44% | 0.65% | 11 | -1,599,500 | -51.61% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 1,446,027 | 262,931 | 0.04% | 0.06% | 12 | -1,512,618 | -51.13% | Q1 2026 | May 05, 2026 |
| Encompass Capital Advisors LLC | History | New | 1,390,000 | 252,743 | 7.57% | — | 13 | +1,390,000 | New | Q1 2026 | May 15, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Reduced | 1,196,900 | 217,632 | 2.39% | 4.81% | 14 | -2,093,800 | -63.63% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | New | 1,099,595 | 199,939 | 0.03% | — | 15 | +1,099,595 | New | Q1 2026 | May 12, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | History | New | 1,000,000 | 181,830 | 2.8% | — | 16 | +1,000,000 | New | Q1 2026 | May 18, 2026 |
| Massar Capital Management, LP | History | New | 1,000,000 | 181,830 | 19.46% | — | 17 | +1,000,000 | New | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 919,700 | 167,229 | 0.28% | 0.09% | 18 | +439,200 | 91.4% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 892,282 | 162,243 | 0.04% | 0.06% | 19 | -1,185,440 | -57.05% | Q1 2026 | May 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 962,115 | 158,748 | 0.41% | 0.03% | 20 | +855,039 | 798.53% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 727,100 | 132,208 | 0.23% | 0.41% | 21 | -920,278 | -55.86% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | No change | 650,000 | 118,189 | 4.34% | 2.26% | 22 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BESSEMER GROUP INC | History | Added to | 629,152 | 114,399 | 0.18% | 0.1% | 23 | +137,737 | 28.03% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 610,685 | 111,040 | 0.03% | 0.01% | 24 | +453,014 | 287.32% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 538,496 | 97,914 | 0.02% | 0.01% | 25 | +155,165 | 40.48% | Q1 2026 | May 11, 2026 |
| SIG BROKERAGE, LP | History | New | 511,000 | 92,915 | 2.45% | — | 26 | +511,000 | New | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | New | 463,970 | 84,363 | 0.29% | — | 27 | +463,970 | New | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 435,124 | 79,118 | 0.06% | 0.08% | 28 | -23,270 | -5.08% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Added to | 421,723 | 76,681 | 0.11% | 0.0% | 29 | +418,083 | 11485.8% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 390,300 | 70,968 | 0.09% | 0.08% | 30 | -95,100 | -19.59% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 386,824 | 70,336 | 0.84% | — | 31 | +386,824 | New | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Added to | 371,400 | 67,531 | 0.16% | 0.03% | 32 | +243,100 | 189.48% | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | New | 346,477 | 62,999 | 0.26% | — | 33 | +346,477 | New | Q1 2026 | May 15, 2026 |
| Vanderbilt University | History | Reduced | 307,925 | 55,990 | 10.63% | 7.8% | 34 | -54,103 | -14.94% | Q1 2026 | Apr 20, 2026 |
| Rokos Capital Management LLP | History | New | 303,988 | 55,271 | 0.42% | — | 35 | +303,988 | New | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 258,725 | 47,043 | 0.21% | 0.14% | 36 | -132,575 | -33.88% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 224,310 | 40,786 | 0.05% | 0.01% | 37 | +120,410 | 115.89% | Q1 2026 | May 15, 2026 |
| Cadence Wealth Management LLC | History | Reduced | 206,991 | 37,637 | 15.7% | 14.38% | 38 | -28,933 | -12.26% | Q1 2026 | May 12, 2026 |
| DeepCurrents Investment Group LLC | History | New | 2,000 | 36,366 | 1.17% | — | 39 | +2,000 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 195,889 | 36,333 | 0.0% | 0.0% | 40 | +98,721 | 101.6% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 199,111 | 36,204 | 0.09% | — | 41 | +199,111 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 192,289 | 34,964 | 0.01% | 0.01% | 42 | -135,787 | -41.39% | Q1 2026 | May 15, 2026 |
| Monolith Management Ltd | History | New | 190,000 | 34,547 | 10.41% | — | 43 | +190,000 | New | Q1 2026 | May 14, 2026 |
| Volterra Technologies LP | History | New | 188,400 | 34,256 | 4.16% | — | 44 | +188,400 | New | Q1 2026 | May 14, 2026 |
| SoftVest Advisors, LLC | History | Added to | 180,000 | 32,729 | 3.75% | 2.3% | 45 | +97,000 | 116.87% | Q1 2026 | May 15, 2026 |
| HBK INVESTMENTS L P | History | New | 176,503 | 32,093 | 0.33% | — | 46 | +176,503 | New | Q1 2026 | May 15, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 175,281 | 31,871 | 2.48% | 1.8% | 47 | -10,687 | -5.75% | Q1 2026 | Apr 29, 2026 |
| Verition Fund Management LLC | History | New | 160,000 | 29,092 | 0.19% | — | 48 | +160,000 | New | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 138,771 | 25,231 | 0.02% | 0.05% | 49 | -253,426 | -64.62% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 136,643 | 24,847 | 0.04% | 0.01% | 50 | +105,385 | 337.15% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 128,776 | 23,415 | 0.01% | 0.0% | 51 | +72,558 | 129.07% | Q1 2026 | May 13, 2026 |
| LMR Partners LLP | History | Reduced | 127,100 | 23,110 | 0.05% | 0.04% | 52 | -59,700 | -31.96% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | New | 120,000 | 21,819 | 0.13% | — | 53 | +120,000 | New | Q1 2026 | May 15, 2026 |
| Bank Pictet & Cie (Europe) AG | History | New | 111,000 | 20,183 | 0.43% | — | 54 | +111,000 | New | Q1 2026 | Apr 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 105,300 | 19,146 | 0.02% | 0.02% | 55 | -43,200 | -29.09% | Q1 2026 | May 11, 2026 |
| Polymer Capital Management (US) LLC | History | New | 90,000 | 16,364 | 1.66% | — | 56 | +90,000 | New | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 84,006 | 15,274 | 0.02% | 0.03% | 57 | -138,457 | -62.24% | Q1 2026 | May 14, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 79,861 | 14,531 | 5.85% | 1.96% | 58 | +42,392 | 113.14% | Q1 2026 | Apr 07, 2026 |
| ALLIANZ SE | History | Added to | 78,325 | 14,241 | 0.16% | 0.1% | 59 | +15,300 | 24.28% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 76,671 | 13,941 | 0.07% | 0.05% | 60 | -2,522 | -3.18% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 76,039 | 13,824 | 0.0% | 0.0% | 61 | +71,482 | 1568.62% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Added to | 72,985 | 13,270 | 0.39% | 0.01% | 62 | +69,616 | 2066.37% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Added to | 69,128 | 12,569 | 0.09% | 0.04% | 63 | +32,328 | 87.85% | Q1 2026 | May 14, 2026 |
| MYDA Advisors LLC | History | New | 68,000 | 12,364 | 2.03% | — | 64 | +68,000 | New | Q1 2026 | May 14, 2026 |
| RH Tailwind Management, LLC | History | New | 63,000 | 11,455 | 1.47% | — | 65 | +63,000 | New | Q1 2026 | May 15, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 61,023 | 11,095 | 1.96% | 1.49% | 66 | +43 | 0.07% | Q1 2026 | May 14, 2026 |
| ARP Global Capital Ltd | History | Reduced | 60,800 | 11,055 | 6.5% | 2.9% | 67 | -15,200 | -20.0% | Q1 2026 | May 14, 2026 |
| Cynosure Group, LLC | History | New | 58,099 | 10,564 | 1.32% | — | 68 | +58,099 | New | Q1 2026 | May 13, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 55,544 | 10,099 | 0.84% | 0.55% | 69 | +1,036 | 1.9% | Q1 2026 | May 05, 2026 |
| Madrid Financial Services | History | New | 54,494 | 9,908 | 5.85% | — | 70 | +54,494 | New | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 52,991 | 9,247 | 0.03% | 0.0% | 71 | +52,942 | 108044.9% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 48,600 | 8,836 | 0.01% | 0.01% | 72 | -1,400 | -2.8% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 51,000 | 8,558 | 0.28% | 0.23% | 73 | +1,336 | 2.69% | Q1 2026 | Apr 17, 2026 |
| Proficio Capital Partners LLC | History | New | 46,570 | 8,467 | 0.45% | — | 74 | +46,570 | New | Q1 2026 | May 14, 2026 |
| Nikulski Financial, Inc. | History | Added to | 46,345 | 8,426 | 2.08% | 0.48% | 75 | +30,587 | 194.1% | Q1 2026 | May 14, 2026 |
| Skylands Capital, LLC | History | Reduced | 45,585 | 8,288 | 1.09% | 1.06% | 76 | -16,045 | -26.03% | Q1 2026 | Apr 22, 2026 |
| CASTLEARK MANAGEMENT LLC | History | New | 45,340 | 8,244 | 0.27% | — | 77 | +45,340 | New | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Reduced | 44,900 | 8,164 | 0.11% | 0.21% | 78 | -17,600 | -28.16% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 42,773 | 7,777 | 0.0% | 0.0% | 79 | -5,626 | -11.62% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 39,918 | 7,258 | 0.01% | 0.0% | 80 | +12,337 | 44.73% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | New | 39,021 | 7,095 | 0.09% | — | 81 | +39,021 | New | Q1 2026 | May 14, 2026 |
| Modus Advisors, LLC | History | Reduced | 36,623 | 6,659 | 1.83% | 1.33% | 82 | -3,365 | -8.42% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 35,978 | 6,541 | 0.02% | 0.01% | 83 | +24,821 | 222.47% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 33,098 | 6,018 | 0.14% | 0.1% | 84 | -77 | -0.23% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 32,550 | 5,918 | 0.0% | 0.01% | 85 | +15,780 | 94.1% | Q1 2026 | May 04, 2026 |
| Carrera Capital Advisors | History | Added to | 31,748 | 5,772 | 0.89% | 0.39% | 86 | +13,331 | 72.38% | Q1 2026 | May 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 29,656 | 5,392 | 0.36% | 0.0% | 87 | +29,379 | 10606.14% | Q1 2026 | Apr 10, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 29,000 | 5,273 | 0.12% | 0.11% | 88 | -5,800 | -16.67% | Q1 2026 | May 15, 2026 |
| Investment Planning Advisors, Inc. | History | New | 28,402 | 5,164 | 1.42% | — | 89 | +28,402 | New | Q1 2026 | Apr 23, 2026 |
| Chicago Wealth Management, Inc. | History | New | 28,368 | 5,158 | 2.06% | — | 90 | +28,368 | New | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 28,039 | 5,098 | 0.01% | 0.0% | 91 | +1,219 | 4.55% | Q1 2026 | May 05, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 27,369 | 4,972 | 0.37% | 0.21% | 92 | +517 | 1.93% | Q1 2026 | May 20, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Reduced | 25,993 | 4,726 | 2.75% | 4.2% | 93 | -22,656 | -46.57% | Q1 2026 | Apr 21, 2026 |
| Twin Tree Management, LP | History | New | 25,656 | 4,665 | 0.1% | — | 94 | +25,656 | New | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 25,343 | 4,608 | 0.35% | — | 95 | +25,343 | New | Q1 2026 | May 15, 2026 |
| ArchPoint Investors | History | No change | 24,933 | 4,533 | 1.08% | 0.75% | 96 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 23,665 | 4,303 | 0.01% | 0.0% | 97 | +7,949 | 50.58% | Q1 2026 | May 05, 2026 |
| VICUS CAPITAL | History | New | 23,610 | 4,293 | 0.32% | — | 98 | +23,610 | New | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 23,356 | 4,246 | 0.07% | 0.06% | 99 | -1,008 | -4.14% | Q1 2026 | May 18, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | New | 22,738 | 4,134 | 5.28% | — | 100 | +22,738 | New | Q1 2026 | Apr 21, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 22,320 | 4,058 | 0.24% | 0.17% | 101 | -110 | -0.49% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 21,931 | 3,987 | 0.0% | 0.0% | 102 | +4,463 | 25.55% | Q1 2026 | May 13, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 20,534 | 3,733 | 1.94% | — | 103 | +20,534 | New | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 19,765 | 3,593 | 0.03% | 0.03% | 104 | +1,487 | 8.14% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 19,164 | 3,484 | 0.0% | 0.0% | 105 | +11,612 | 153.76% | Q1 2026 | May 04, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 18,530 | 3,369 | 1.42% | 1.12% | 106 | -795 | -4.11% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,371 | 3,340 | 0.02% | 0.0% | 107 | +16,233 | 759.26% | Q1 2026 | May 08, 2026 |
| Convergence Financial, LLC | History | Added to | 18,026 | 3,277 | 0.35% | 0.17% | 108 | +9,061 | 101.07% | Q1 2026 | May 11, 2026 |
| Maven Securities LTD | History | Reduced | 18,009 | 3,271 | 0.06% | 0.09% | 109 | -15,877 | -46.85% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 17,955 | 3,264 | 0.11% | 0.05% | 110 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,725 | 3,223 | 0.01% | 0.01% | 111 | +609 | 3.56% | Q1 2026 | Apr 30, 2026 |
| ARS Investment Partners, LLC | History | Added to | 17,590 | 3,198 | 0.17% | 0.13% | 112 | +598 | 3.52% | Q1 2026 | Apr 16, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 17,313 | 3,148 | 0.99% | 0.68% | 113 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 16,676 | 3,032 | 0.0% | 0.01% | 114 | -21,228 | -56.0% | Q1 2026 | Apr 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 16,212 | 2,947 | 0.01% | 0.0% | 115 | +12,494 | 336.04% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,099 | 2,927 | 0.0% | 0.0% | 116 | -13,435 | -45.49% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 15,650 | 2,845 | 0.06% | 0.01% | 117 | +12,406 | 382.43% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 15,318 | 2,785 | 0.02% | 0.02% | 118 | +5,145 | 50.58% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 15,037 | 2,734 | 0.02% | — | 119 | +15,037 | New | Q1 2026 | May 15, 2026 |
| Encore Global Management, LP | History | New | 15,000 | 2,727 | 1.9% | — | 121 | +15,000 | New | Q1 2026 | May 15, 2026 |
| CAZ INVESTMENTS LP | History | No change | 15,000 | 2,727 | 3.19% | 3.28% | 120 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Great Diamond Partners, LLC | History | New | 14,817 | 2,694 | 0.52% | — | 122 | +14,817 | New | Q1 2026 | May 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 14,269 | 2,594 | 0.27% | 0.06% | 123 | +8,957 | 168.62% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,856 | 2,519 | 0.01% | 0.0% | 124 | +2,061 | 17.47% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,408 | 2,438 | 0.05% | 0.01% | 125 | +8,553 | 176.17% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 13,378 | 2,432 | 0.28% | 0.2% | 126 | +2,053 | 18.13% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,333 | 2,424 | 0.06% | 0.0% | 127 | +13,107 | 5799.56% | Q1 2026 | May 04, 2026 |
| Banco Santander, S.A. | History | Added to | 13,282 | 2,415 | 0.02% | 0.01% | 128 | +3,000 | 29.18% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 13,075 | 2,377 | 0.03% | — | 129 | +13,075 | New | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,996 | 2,363 | 0.0% | 0.0% | 130 | +365 | 2.89% | Q1 2026 | May 15, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 12,964 | 2,357 | 0.2% | 0.14% | 131 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Anson Capital, Inc. | History | Added to | 12,612 | 2,293 | 1.57% | 1.15% | 132 | +97 | 0.78% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 12,557 | 2,283 | 0.0% | 0.0% | 133 | +1,370 | 12.25% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,247 | 2,227 | 0.01% | 0.0% | 134 | +5,058 | 70.36% | Q1 2026 | Apr 22, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 12,089 | 2,198 | 0.7% | 0.59% | 135 | -593 | -4.68% | Q1 2026 | Apr 24, 2026 |
| Quarry LP | History | Reduced | 11,945 | 2,171 | 0.39% | 0.27% | 136 | -1,500 | -11.16% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,801 | 2,145 | 0.0% | 0.0% | 137 | +5,625 | 91.08% | Q1 2026 | May 07, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 11,395 | 2,071 | 0.23% | 0.92% | 138 | -65,350 | -85.15% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 11,246 | 2,044 | 0.01% | 0.01% | 139 | -77 | -0.68% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | New | 10,761 | 1,956 | 0.03% | — | 140 | +10,761 | New | Q1 2026 | May 04, 2026 |
| Man Group plc | History | New | 10,491 | 1,907 | 0.0% | — | 141 | +10,491 | New | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 10,425 | 1,895 | 0.01% | — | 142 | +10,425 | New | Q1 2026 | May 15, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | Added to | 10,350 | 1,881 | 1.64% | 0.55% | 143 | +5,049 | 95.25% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 10,299 | 1,873 | 0.06% | 0.01% | 144 | +6,715 | 187.36% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,220 | 1,858 | 0.03% | 0.0% | 145 | +8,596 | 529.31% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,724 | 1,829 | 0.0% | 0.0% | 146 | +2,105 | 27.63% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 11,055 | 1,825 | 0.04% | 0.04% | 147 | -1,788 | -13.92% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 9,379 | 1,705 | 0.02% | 0.01% | 148 | -242 | -2.52% | Q1 2026 | Apr 16, 2026 |
| Summit Financial, LLC | History | New | 9,282 | 1,687 | 0.02% | — | 149 | +9,282 | New | Q1 2026 | May 15, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 9,173 | 1,667 | 0.31% | 0.34% | 150 | -5,050 | -35.51% | Q1 2026 | Apr 13, 2026 |
| Wealth Management Associates, Inc. | History | New | 9,020 | 1,640 | 0.57% | — | 151 | +9,020 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,886 | 1,615 | 0.0% | 0.0% | 152 | -309 | -3.36% | Q1 2026 | May 08, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 8,750 | 1,591 | 0.01% | 0.01% | 153 | -3,515 | -28.66% | Q1 2026 | May 15, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 8,742 | 1,589 | 0.4% | 0.28% | 154 | -99 | -1.12% | Q1 2026 | Apr 16, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 8,523 | 1,549 | 0.23% | 0.16% | 155 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pillsbury Lake Capital LLC | History | New | 8,379 | 1,523 | 0.69% | — | 156 | +8,379 | New | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Added to | 8,291 | 1,507 | 0.14% | 0.03% | 157 | +4,474 | 117.21% | Q1 2026 | May 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 8,019 | 1,493 | 0.01% | 0.02% | 158 | -10,893 | -57.6% | Q1 2026 | May 14, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 7,907 | 1,438 | 0.1% | 0.07% | 159 | -627 | -7.35% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Reduced | 7,755 | 1,410 | 0.0% | 0.0% | 160 | -3,598 | -31.69% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | New | 7,676 | 1,395 | 0.0% | — | 161 | +7,676 | New | Q1 2026 | May 12, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 7,647 | 1,390 | 0.27% | 0.28% | 162 | -1,736 | -18.5% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,511 | 1,365 | 0.0% | 0.0% | 163 | +319 | 4.44% | Q1 2026 | May 15, 2026 |
| LuminArx Capital Management LP | History | New | 7,500 | 1,363 | 1.0% | — | 164 | +7,500 | New | Q1 2026 | May 14, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 7,471 | 1,358 | 0.21% | 0.44% | 165 | -14,431 | -65.89% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 7,316 | 1,356 | 0.09% | — | 166 | +7,316 | New | Q1 2026 | Apr 24, 2026 |
| Gainplan LLC | History | Added to | 7,449 | 1,354 | 1.01% | 0.29% | 167 | +1,228 | 19.74% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | Reduced | 7,445 | 1,353 | 0.0% | 0.0% | 168 | -46 | -0.61% | Q1 2026 | May 14, 2026 |
| E&G Advisors, LP | History | Added to | 7,350 | 1,336 | 0.3% | 0.2% | 169 | +170 | 2.37% | Q1 2026 | Apr 21, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 7,209 | 1,310 | 0.46% | 0.34% | 170 | -143 | -1.95% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Reduced | 7,094 | 1,289 | 0.0% | 0.0% | 171 | -2,950 | -29.37% | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,051 | 1,282 | 0.07% | 0.05% | 172 | -415 | -5.56% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,810 | 1,238 | 0.0% | 0.0% | 173 | -259 | -3.66% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 6,667 | 1,236 | 0.0% | 0.0% | 174 | +1,413 | 26.89% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 7,279 | 1,235 | 0.03% | 0.02% | 175 | +4,342 | 147.84% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | New | 6,600 | 1,200 | 0.0% | — | 177 | +6,600 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 6,600 | 1,200 | 0.04% | 0.03% | 176 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,550 | 1,190 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,186 | 1,159 | 0.01% | 0.0% | 179 | +6,903 | 302.37% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 6,315 | 1,148 | 0.57% | 0.22% | 180 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,265 | 1,139 | 0.02% | 0.02% | 181 | -1,518 | -19.5% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,207 | 1,128 | 0.0% | 0.0% | 182 | -2,202 | -26.19% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 6,166 | 1,121 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vontobel Holding Ltd. | History | Added to | 6,115 | 1,111 | 0.0% | 0.0% | 184 | +387 | 6.76% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,023 | 1,095 | 0.01% | 0.01% | 185 | -917 | -13.21% | Q1 2026 | Apr 20, 2026 |
| Shay Capital LLC | History | New | 6,000 | 1,090 | 0.09% | — | 186 | +6,000 | New | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | New | 5,994 | 1,089 | 0.01% | — | 187 | +5,994 | New | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,972 | 1,085 | 0.03% | 0.01% | 189 | +3,650 | 157.19% | Q1 2026 | May 15, 2026 |
| CTC LLC | History | No change | 86 | 1,085 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Rockingstone Advisors LLC | History | No change | 5,870 | 1,067 | 0.49% | 0.34% | 190 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 15,369 | 1,066 | 0.0% | 0.0% | 191 | -7,008 | -31.32% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors, LLC | History | New | 5,834 | 1,060 | 0.58% | — | 192 | +5,834 | New | Q1 2026 | Apr 28, 2026 |
| Paragon Capital Management LLC | History | No change | 5,772 | 1,049 | 0.52% | 0.37% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 5,672 | 1,031 | 0.03% | 0.02% | 194 | -349 | -5.8% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | New | 5,515 | 1,002 | 0.04% | — | 195 | +5,515 | New | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 5,499 | 999 | 0.01% | 0.03% | 196 | -27,032 | -83.1% | Q1 2026 | May 14, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 5,355 | 973 | 0.23% | 0.16% | 197 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,258 | 956 | 0.02% | 0.02% | 198 | -587 | -10.04% | Q1 2026 | Apr 07, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 5,225 | 950 | 0.58% | — | 199 | +5,225 | New | Q1 2026 | May 15, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 5,148 | 936 | 0.26% | 0.16% | 200 | +20 | 0.39% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,034 | 915 | 0.01% | 0.01% | 201 | -4,956 | -49.61% | Q1 2026 | Apr 27, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 5,011 | 911 | 0.15% | — | 202 | +5,011 | New | Q1 2026 | May 15, 2026 |
| Hara Capital LLC | History | No change | 5,000 | 909 | 0.45% | 0.35% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | No change | 4,996 | 908 | 0.03% | 0.02% | 204 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 4,989 | 907 | 0.15% | 0.1% | 205 | +184 | 3.83% | Q1 2026 | Apr 21, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 4,683 | 898 | 0.23% | 0.79% | 206 | -5,963 | -56.01% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,929 | 896 | 0.0% | 0.0% | 207 | -135 | -2.67% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 4,894 | 889 | 0.0% | 0.0% | 208 | +1,395 | 39.87% | Q1 2026 | May 12, 2026 |
| DV Trading LLC | History | Added to | 4,830 | 878 | 0.02% | 0.0% | 209 | +4,085 | 548.32% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | New | 4,808 | 874 | 0.02% | — | 210 | +4,808 | New | Q1 2026 | May 14, 2026 |
| Mirabaud & Cie SA | History | Reduced | 4,800 | 872 | 0.35% | 0.2% | 211 | -200 | -4.0% | Q1 2026 | May 05, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 4,589 | 834 | 0.78% | 0.51% | 212 | +376 | 8.92% | Q1 2026 | May 07, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 4,546 | 826 | 0.02% | — | 213 | +4,546 | New | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,481 | 814 | 0.0% | 0.0% | 214 | +187 | 4.35% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | New | 4,419 | 803 | 0.03% | — | 215 | +4,419 | New | Q1 2026 | May 18, 2026 |
| Berger Financial Group, Inc | History | Reduced | 4,300 | 781 | 0.04% | 0.03% | 216 | -149 | -3.35% | Q1 2026 | Apr 28, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 4,233 | 769 | 0.34% | 0.24% | 217 | -156 | -3.55% | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 4,125 | 750 | 0.06% | 0.05% | 218 | -840 | -16.92% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 4,100 | 745 | 0.0% | 0.02% | 219 | -35,800 | -89.72% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 4,045 | 735 | 0.0% | 0.0% | 220 | -1,481 | -26.8% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,953 | 718 | 0.0% | 0.0% | 221 | +3,828 | 3062.4% | Q1 2026 | May 01, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 3,900 | 709 | 0.0% | 0.0% | 222 | -1,600 | -29.09% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,875 | 704 | 0.0% | 0.0% | 223 | +1,185 | 44.05% | Q1 2026 | May 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 3,826 | 695 | 0.09% | 0.07% | 224 | -587 | -13.3% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 3,800 | 690 | 0.09% | 0.03% | 226 | +1,900 | 100.0% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 3,798 | 690 | 0.01% | 0.01% | 225 | +1 | 0.03% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,694 | 671 | 0.03% | 0.02% | 227 | -48 | -1.28% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,422 | 665 | 0.03% | 0.0% | 228 | +280 | 8.91% | Q1 2026 | May 15, 2026 |
| RoundAngle Advisors LLC | History | Added to | 3,624 | 658 | 0.49% | 0.32% | 229 | +145 | 4.17% | Q1 2026 | Apr 08, 2026 |
| Corecam Pte. Ltd. | History | New | 3,558 | 646 | 0.28% | — | 230 | +3,558 | New | Q1 2026 | Apr 14, 2026 |
| Massachusetts Wealth Management | History | New | 3,530 | 641 | 0.28% | — | 231 | +3,530 | New | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,518 | 639 | 0.03% | 0.02% | 232 | -241 | -6.41% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 3,516 | 639 | 0.01% | 0.02% | 233 | +6 | 0.17% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 3,510 | 638 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | New | 3,503 | 636 | 0.02% | — | 235 | +3,503 | New | Q1 2026 | May 15, 2026 |
| Concorde Financial Corp | History | No change | 3,462 | 629 | 0.49% | 0.37% | 236 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | New | 3,405 | 619 | 0.35% | — | 237 | +3,405 | New | Q1 2026 | May 04, 2026 |
| Waldron Private Wealth LLC | History | No change | 3,247 | 590 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | No change | 3,215 | 584 | 0.03% | 0.02% | 239 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Interval Partners, LP | History | New | 3,200 | 581 | 0.02% | — | 240 | +3,200 | New | Q1 2026 | May 15, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 3,153 | 573 | 0.12% | 0.61% | 241 | -18,341 | -85.33% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,113 | 565 | 0.0% | 0.0% | 242 | +452 | 16.99% | Q1 2026 | May 15, 2026 |
| PICKERING ENERGY PARTNERS LP | History | New | 3,000 | 545 | 1.16% | — | 243 | +3,000 | New | Q1 2026 | May 15, 2026 |
| Bulltick Wealth Management, LLC | History | New | 2,986 | 542 | 0.12% | — | 244 | +2,986 | New | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,926 | 532 | 0.0% | 0.0% | 245 | -320 | -9.86% | Q1 2026 | May 01, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 2,918 | 530 | 0.12% | 0.1% | 246 | -574 | -16.44% | Q1 2026 | May 15, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 2,915 | 530 | 0.16% | 0.11% | 247 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | Added to | 3,000 | 524 | 0.11% | 0.12% | 248 | +1 | 0.03% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | Added to | 2,873 | 522 | 0.01% | 0.01% | 249 | +778 | 37.14% | Q1 2026 | May 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 2,847 | 517 | 0.12% | — | 250 | +2,847 | New | Q1 2026 | May 07, 2026 |
| Boston Partners | History | No change | 2,775 | 504 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 2,733 | 496 | 0.01% | — | 252 | +2,733 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,674 | 486 | 0.0% | 0.0% | 253 | -151 | -5.35% | Q1 2026 | May 15, 2026 |
| Cladis Investment Advisory, LLC | History | Added to | 2,678 | 486 | 0.27% | 0.18% | 254 | +50 | 1.9% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 2,543 | 462 | 0.02% | — | 255 | +2,543 | New | Q1 2026 | Apr 23, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,526 | 459 | 0.08% | 0.06% | 256 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 2,500 | 454 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | No change | 2,500 | 454 | 0.13% | 0.1% | 258 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 2,480 | 450 | 0.15% | 0.11% | 259 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,429 | 441 | 0.0% | — | 260 | +2,429 | New | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | New | 2,425 | 440 | 0.01% | — | 262 | +2,425 | New | Q1 2026 | Apr 22, 2026 |
| Wakefield Asset Management LLLP | History | New | 2,424 | 440 | 0.12% | — | 261 | +2,424 | New | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 2,372 | 431 | 0.0% | 0.0% | 263 | -35 | -1.45% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,367 | 430 | 0.02% | 0.02% | 264 | -286 | -10.78% | Q1 2026 | May 18, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 2,361 | 429 | 0.05% | 0.03% | 265 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,310 | 410 | 0.0% | 0.0% | 266 | -2,418 | -51.14% | Q1 2026 | Apr 08, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 2,233 | 406 | 0.07% | 0.05% | 267 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 2,170 | 394 | 0.02% | 0.01% | 268 | +444 | 25.72% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,155 | 391 | 0.0% | 0.0% | 269 | +1 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Haven Private, LLC | History | New | 2,147 | 390 | 0.17% | — | 271 | +2,147 | New | Q1 2026 | May 05, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 2,150 | 390 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | New | 2,110 | 383 | 0.01% | — | 272 | +2,110 | New | Q1 2026 | May 04, 2026 |
| Cresta Advisors, Ltd. | History | No change | 2,100 | 381 | 0.16% | 0.11% | 273 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SFG Wealth Management, LLC. | History | New | 2,069 | 376 | 0.15% | — | 274 | +2,069 | New | Q1 2026 | Apr 22, 2026 |
| Trek Financial, LLC | History | New | 2,048 | 372 | 0.02% | — | 275 | +2,048 | New | Q1 2026 | May 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 2,029 | 368 | 0.06% | 0.04% | 276 | -10 | -0.49% | Q1 2026 | May 13, 2026 |
| FIDUCIARY COUNSELLING INC | History | No change | 2,022 | 367 | 1.02% | 0.68% | 277 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 2,008 | 365 | 0.0% | — | 278 | +2,008 | New | Q1 2026 | Apr 28, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 2,000 | 363 | 0.11% | 0.09% | 279 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 1,960 | 356 | 0.05% | 0.03% | 280 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | New | 1,955 | 355 | 0.0% | — | 281 | +1,955 | New | Q1 2026 | May 15, 2026 |
| INSIGHT 2811, INC. | History | No change | 1,949 | 354 | 0.15% | 0.11% | 282 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,920 | 349 | 0.0% | 0.0% | 283 | -229 | -10.66% | Q1 2026 | May 13, 2026 |
| Synergy Asset Management, LLC | History | New | 1,918 | 348 | 0.04% | — | 284 | +1,918 | New | Q1 2026 | May 13, 2026 |
| Crestmont Private Wealth LLC | History | No change | 1,856 | 337 | 0.11% | 0.08% | 285 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 1,850 | 336 | 0.02% | — | 286 | +1,850 | New | Q1 2026 | Apr 09, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,845 | 335 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 1,830 | 332 | 0.01% | — | 288 | +1,830 | New | Q1 2026 | May 11, 2026 |
| Daiwa Securities Group Inc. | History | No change | 1,825 | 331 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 1,809 | 328 | 0.04% | 0.03% | 290 | -7 | -0.39% | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 1,772 | 322 | 0.0% | — | 291 | +1,772 | New | Q1 2026 | Apr 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 1,770 | 321 | 0.06% | — | 292 | +1,770 | New | Q1 2026 | May 08, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,757 | 319 | 0.04% | 0.03% | 293 | -150 | -7.87% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 1,752 | 318 | 0.0% | 0.0% | 294 | +50 | 2.94% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,745 | 317 | 0.0% | 0.0% | 295 | +194 | 12.51% | Q1 2026 | May 15, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 1,748 | 317 | 0.23% | 0.16% | 296 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Sovran Advisors, LLC | History | New | 1,778 | 316 | 0.02% | — | 297 | +1,778 | New | Q1 2026 | May 01, 2026 |
| WEXFORD CAPITAL LP | History | Added to | 1,733 | 315 | 0.05% | 0.01% | 299 | +1,375 | 384.08% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 2,502 | 315 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mission Hills Financial Advisory, LLC | History | New | 1,716 | 312 | 0.16% | — | 300 | +1,716 | New | Q1 2026 | May 01, 2026 |