iSHARES TRUST - 46434V738
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.
Details.
Showing first 300 of
505 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,123,774 | 711,397 | 0.19% | 0.16% | 1 | +2,650,353 | 35.46% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,151,803 | 623,329 | 0.04% | 0.04% | 2 | +53,486 | 0.59% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,579,128 | 532,585 | 0.04% | 0.02% | 3 | +3,691,520 | 94.96% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,645,825 | 326,462 | 0.1% | 0.02% | 4 | +3,667,676 | 374.96% | Q1 2026 | May 14, 2026 |
| WestEnd Advisors, LLC | History | Added to | 3,843,829 | 270,106 | 6.52% | 1.32% | 5 | +3,047,010 | 382.4% | Q1 2026 | Apr 22, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 3,549,159 | 249,399 | 1.21% | 1.18% | 6 | -243,340 | -6.42% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 3,005,929 | 211,226 | 0.01% | 0.01% | 7 | -387,042 | -11.41% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,867,259 | 201,482 | 0.05% | 0.05% | 8 | +267,185 | 10.28% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 2,380,720 | 167,293 | 0.34% | 0.27% | 9 | +501,422 | 26.68% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,155,955 | 151,498 | 0.2% | 0.06% | 10 | +1,489,621 | 223.55% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,066,903 | 145,241 | 0.02% | 0.01% | 11 | +1,391,728 | 206.13% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,501,248 | 105,492 | 0.07% | 0.01% | 12 | +1,197,677 | 394.53% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,229,530 | 86,399 | 0.02% | 0.01% | 13 | +429,717 | 53.73% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,214,097 | 85,314 | 0.03% | 0.23% | 14 | +37,822 | 3.22% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 1,143,953 | 80,386 | 2.54% | 3.03% | 15 | -158,657 | -12.18% | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Added to | 1,119,616 | 76,257 | 3.31% | 3.1% | 16 | +158,322 | 16.47% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,083,579 | 76,143 | 0.21% | 0.25% | 17 | -385,737 | -26.25% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,049,342 | 73,737 | 0.07% | 0.05% | 18 | +195,176 | 22.85% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 992,612 | 69,750 | 0.7% | 0.74% | 19 | -14,497 | -1.44% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Added to | 940,191 | 66,067 | 0.07% | 0.07% | 20 | +50,131 | 5.63% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 813,611 | 57,172 | 0.01% | 0.01% | 21 | +239,229 | 41.65% | Q1 2026 | May 05, 2026 |
| Roberts Financial Services LLC | History | Added to | 807,195 | 56,721 | 18.04% | 12.11% | 22 | +263,897 | 48.57% | Q1 2026 | Apr 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 718,240 | 50,470 | 0.8% | — | 23 | +718,240 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 694,956 | 48,834 | 0.01% | 0.01% | 24 | +252,492 | 57.06% | Q1 2026 | May 11, 2026 |
| Korea Investment CORP | History | Added to | 680,378 | 47,810 | 0.1% | 0.05% | 25 | +336,723 | 97.98% | Q1 2026 | May 12, 2026 |
| GenTrust, LLC | History | Reduced | 631,240 | 44,357 | 1.9% | 1.94% | 26 | -1,592 | -0.25% | Q1 2026 | Apr 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 606,247 | 42,600 | 4.18% | 3.18% | 27 | +139,759 | 29.96% | Q1 2026 | Apr 30, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 547,549 | 38,476 | 3.67% | 3.63% | 28 | +36,907 | 7.23% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 520,683 | 36,588 | 0.36% | 0.42% | 29 | -14,261 | -2.67% | Q1 2026 | May 12, 2026 |
| Karpus Management, Inc. | History | Added to | 492,537 | 34,610 | 1.08% | 1.06% | 30 | +4,485 | 0.92% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 467,554 | 32,855 | 0.01% | 0.01% | 31 | -9,689 | -2.03% | Q1 2026 | May 06, 2026 |
| Blue Edge Capital, LLC | History | No change | 451,804 | 32,069 | 4.29% | 4.29% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 436,911 | 30,701 | 0.09% | 0.09% | 33 | -23,170 | -5.04% | Q1 2026 | May 05, 2026 |
| Americana Partners, LLC | History | Added to | 403,226 | 28,334 | 0.74% | 0.56% | 34 | +114,090 | 39.46% | Q1 2026 | May 12, 2026 |
| ES4, LLC | History | Reduced | 358,678 | 25,204 | 16.27% | 18.85% | 35 | -26,680 | -6.92% | Q1 2026 | Apr 29, 2026 |
| Smithfield Trust Co | History | Added to | 353,028 | 24,809 | 1.08% | 1.09% | 36 | +4,465 | 1.28% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 299,662 | 21,057 | 0.01% | 0.01% | 37 | -644 | -0.21% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 269,881 | 18,964 | 0.22% | 0.24% | 38 | -2,701 | -0.99% | Q1 2026 | May 08, 2026 |
| Altman Advisors, Inc. | History | Added to | 268,835 | 18,891 | 7.83% | 6.26% | 39 | +34,774 | 14.86% | Q1 2026 | May 05, 2026 |
| Garde Capital, Inc. | History | Reduced | 263,562 | 18,520 | 1.11% | 1.12% | 40 | -3,002 | -1.13% | Q1 2026 | Apr 28, 2026 |
| Ballentine Partners, LLC | History | No change | 233,964 | 16,440 | 0.23% | 0.23% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 220,420 | 15,488 | 0.02% | 0.02% | 42 | -1,898 | -0.85% | Q1 2026 | May 05, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 219,447 | 15,420 | 0.51% | 0.41% | 43 | +23,533 | 12.01% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 217,784 | 15,303 | 0.04% | 0.03% | 44 | +57,285 | 35.69% | Q1 2026 | May 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 217,396 | 15,276 | 0.24% | 0.23% | 45 | -2,708 | -1.23% | Q1 2026 | Apr 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 216,245 | 15,195 | 0.0% | 0.0% | 46 | -1,213 | -0.56% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 213,143 | 14,978 | 0.03% | 0.03% | 47 | +1,198 | 0.57% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 208,269 | 14,635 | 0.01% | 0.01% | 48 | +13,567 | 6.97% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 203,288 | 14,429 | 0.0% | 0.0% | 49 | +628 | 0.31% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 192,049 | 13,495 | 0.03% | 0.03% | 50 | -13,192 | -6.43% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 186,003 | 13,052 | 0.08% | 0.08% | 51 | -2,561 | -1.36% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 172,138 | 12,096 | 0.0% | 0.0% | 52 | -7,755 | -4.31% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Reduced | 160,221 | 11,258 | 0.02% | 0.02% | 53 | -743 | -0.46% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 155,915 | 10,956 | 0.0% | 0.0% | 54 | +21,501 | 16.0% | Q1 2026 | May 15, 2026 |
| Tanager Wealth Management LLP | History | Added to | 153,598 | 10,793 | 1.04% | 0.87% | 55 | +30,316 | 24.59% | Q1 2026 | Apr 20, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 151,867 | 10,672 | 4.16% | 4.3% | 56 | -4,524 | -2.89% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 150,217 | 10,555 | 0.06% | 0.03% | 57 | +72,596 | 93.53% | Q1 2026 | May 05, 2026 |
| FIL Ltd | History | Reduced | 148,118 | 10,408 | 0.01% | 0.01% | 58 | -9,354 | -5.94% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 144,320 | 10,141 | 0.02% | 0.01% | 59 | +20,159 | 16.24% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 143,183 | 10,061 | 0.01% | 0.0% | 60 | +128,786 | 894.53% | Q1 2026 | May 13, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 134,701 | 9,465 | 2.18% | 2.22% | 61 | -2,861 | -2.08% | Q1 2026 | Apr 10, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 133,775 | 9,400 | 0.66% | 0.14% | 62 | +107,502 | 409.17% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 132,804 | 9,332 | 0.02% | 0.01% | 63 | +34,170 | 34.64% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | No change | 127,792 | 8,979 | 0.55% | 0.55% | 64 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 126,049 | 8,857 | 0.02% | 0.02% | 65 | -13,076 | -9.4% | Q1 2026 | May 14, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 124,476 | 8,746 | 2.18% | 2.19% | 66 | -224 | -0.18% | Q1 2026 | May 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 120,171 | 8,444 | 1.5% | 1.58% | 67 | +4,203 | 3.62% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 120,023 | 8,434 | 0.0% | 0.0% | 68 | -45,520 | -27.5% | Q1 2026 | May 15, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 113,490 | 7,974 | 2.72% | 2.9% | 69 | +2,787 | 2.52% | Q1 2026 | Apr 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 112,365 | 7,895 | 0.04% | 0.03% | 70 | -10,816 | -8.78% | Q1 2026 | Apr 29, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 108,972 | 7,657 | 0.95% | 0.81% | 71 | +7,096 | 6.97% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 106,545 | 7,486 | 0.12% | 0.14% | 72 | -11,638 | -9.85% | Q1 2026 | May 15, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 100,230 | 7,043 | 1.98% | 1.97% | 73 | +13,403 | 15.44% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 98,398 | 6,914 | 0.0% | 0.0% | 74 | +60,596 | 160.3% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 96,321 | 6,768 | 0.03% | 0.04% | 75 | -28,245 | -22.67% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | Added to | 94,731 | 6,656 | 0.04% | 0.01% | 76 | +71,205 | 302.67% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Added to | 88,606 | 6,226 | 0.07% | 0.02% | 77 | +66,793 | 306.21% | Q1 2026 | May 05, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 88,113 | 6,191 | 1.94% | 1.89% | 78 | +2,325 | 2.71% | Q1 2026 | Apr 06, 2026 |
| AlTi Global, Inc. | History | No change | 86,675 | 6,090 | 0.13% | 0.13% | 79 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WBH ADVISORY INC | History | Reduced | 84,547 | 6,031 | 0.45% | 0.51% | 80 | -11,963 | -12.4% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Reduced | 81,544 | 5,730 | 0.0% | 0.0% | 81 | -14,005 | -14.66% | Q1 2026 | May 13, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 80,414 | 5,650 | 0.64% | 0.62% | 82 | -31,505 | -28.15% | Q1 2026 | May 12, 2026 |
| Buska Wealth Management, LLC | History | Added to | 76,685 | 5,388 | 2.16% | 1.59% | 83 | +16,080 | 26.53% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 76,288 | 5,361 | 0.01% | 0.01% | 84 | +3,000 | 4.09% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | Added to | 73,362 | 5,155 | 1.99% | 1.82% | 85 | +4,412 | 6.4% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 70,008 | 4,919 | 0.03% | 0.03% | 86 | -9,959 | -12.45% | Q1 2026 | Apr 30, 2026 |
| AtlasMark Financial, Inc | History | No change | 68,115 | 4,834 | 3.12% | 3.12% | 87 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 68,152 | 4,789 | 0.05% | 0.05% | 88 | +11,337 | 19.95% | Q1 2026 | Apr 28, 2026 |
| Industrial Alliance Investment Management Inc. | History | Reduced | 67,471 | 4,741 | 2.83% | 3.13% | 89 | -10,252 | -13.19% | Q1 2026 | Apr 23, 2026 |
| Pictet North America Advisors SA | History | New | 67,214 | 4,723 | 0.47% | — | 90 | +67,214 | New | Q1 2026 | Apr 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 66,935 | 4,703 | 0.06% | 0.06% | 91 | -2,820 | -4.04% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 66,679 | 4,685 | 0.03% | 0.02% | 92 | +30,520 | 84.4% | Q1 2026 | May 15, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 65,726 | 4,618 | 0.67% | 0.64% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 64,441 | 4,528 | 0.1% | 0.1% | 94 | +7,180 | 12.54% | Q1 2026 | May 04, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 63,857 | 4,487 | 1.03% | 1.01% | 95 | +928 | 1.47% | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | Added to | 58,409 | 4,104 | 0.21% | 0.18% | 96 | +7,837 | 15.5% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 58,097 | 4,082 | 0.01% | 0.0% | 97 | +17,795 | 44.15% | Q1 2026 | May 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 57,695 | 4,054 | 0.07% | 0.07% | 98 | +269 | 0.47% | Q1 2026 | Apr 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 56,128 | 3,944 | 0.45% | 0.48% | 99 | -4,360 | -7.21% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 54,994 | 3,864 | 0.15% | 0.13% | 100 | +5,346 | 10.77% | Q1 2026 | May 12, 2026 |
| Birnam Oak Advisors, LP | History | No change | 55,000 | 3,864 | 0.88% | 0.87% | 101 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 54,469 | 3,827 | 0.01% | 0.01% | 102 | -1,373 | -2.46% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 53,779 | 3,779 | 0.02% | 0.01% | 103 | +25,699 | 91.52% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 51,834 | 3,642 | 0.03% | 0.03% | 104 | -8,862 | -14.6% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 51,350 | 3,608 | 0.06% | 0.08% | 105 | -19,107 | -27.12% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 51,082 | 3,589 | 0.92% | 0.2% | 106 | +40,466 | 381.18% | Q1 2026 | Apr 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 50,756 | 3,566 | 0.01% | 0.01% | 107 | +14,796 | 41.15% | Q1 2026 | May 05, 2026 |
| Arista Wealth Management, LLC | History | No change | 50,665 | 3,560 | 0.43% | 0.44% | 108 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 50,543 | 3,551 | 0.2% | 0.19% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 50,501 | 3,548 | 0.06% | 0.03% | 110 | +20,109 | 66.17% | Q1 2026 | May 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 48,810 | 3,429 | 0.2% | 0.22% | 111 | -768 | -1.55% | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 47,246 | 3,319 | 0.0% | 0.0% | 112 | -2,185 | -4.42% | Q1 2026 | May 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 45,952 | 3,129 | 0.0% | 0.0% | 113 | -61 | -0.13% | Q1 2026 | May 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 41,258 | 2,899 | 0.43% | 0.44% | 114 | +7,548 | 22.39% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,916 | 2,875 | 0.0% | 0.01% | 115 | -19,341 | -32.1% | Q1 2026 | Apr 27, 2026 |
| Invst, LLC | History | Reduced | 40,147 | 2,821 | 0.32% | 0.36% | 116 | -6,206 | -13.39% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 39,394 | 2,768 | 0.01% | 0.01% | 117 | -745 | -1.86% | Q1 2026 | Apr 30, 2026 |
| COOPERMAN LEON G | History | No change | 38,388 | 2,697 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Banque Transatlantique SA | History | New | 38,093 | 2,676 | 0.06% | — | 119 | +38,093 | New | Q1 2026 | May 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 37,850 | 2,659 | 1.66% | 0.9% | 120 | -1,310 | -3.35% | Q1 2026 | May 01, 2026 |
| NORTHERN TRUST CORP | History | Added to | 37,794 | 2,655 | 0.0% | 0.0% | 121 | +3,738 | 10.98% | Q1 2026 | May 14, 2026 |
| Israel Discount Bank of New York | History | Added to | 37,604 | 2,642 | 5.8% | 5.27% | 122 | +10,322 | 37.83% | Q1 2026 | Apr 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 37,359 | 2,625 | 0.01% | 0.01% | 123 | -4,255 | -10.22% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 36,580 | 2,570 | 0.0% | 0.01% | 124 | -142,653 | -79.59% | Q1 2026 | May 15, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 36,142 | 2,539 | 1.56% | 1.56% | 125 | +1,057 | 3.01% | Q1 2026 | Apr 22, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 35,449 | 2,516 | 0.79% | 0.79% | 126 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 35,616 | 2,502 | 0.02% | 0.01% | 127 | +29,401 | 473.07% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 35,100 | 2,466 | 0.09% | 0.07% | 128 | +7,658 | 27.91% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 69,277 | 2,465 | 0.0% | 0.0% | 129 | +33,389 | 93.04% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 34,951 | 2,456 | 0.03% | — | 130 | +34,951 | New | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 34,751 | 2,441 | 0.03% | 0.01% | 131 | +26,875 | 341.23% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 34,299 | 2,410 | 0.0% | 0.0% | 132 | +17,534 | 104.59% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | No change | 33,801 | 2,375 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 33,764 | 2,372 | 0.03% | 0.02% | 134 | +14,401 | 74.37% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 33,522 | 2,355 | 0.31% | 0.09% | 136 | +25,166 | 301.17% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 33,522 | 2,355 | 0.09% | 0.03% | 135 | +21,577 | 180.64% | Q1 2026 | Apr 28, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 33,337 | 2,342 | 0.69% | 0.69% | 137 | +1,911 | 6.08% | Q1 2026 | Apr 20, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 32,844 | 2,307 | 1.0% | 1.02% | 138 | +198 | 0.61% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 32,748 | 2,301 | 0.0% | — | 139 | +32,748 | New | Q1 2026 | May 01, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 30,475 | 2,141 | 0.16% | 2.31% | 140 | -412,097 | -93.11% | Q1 2026 | Apr 15, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 30,435 | 2,138 | 1.36% | 1.35% | 141 | -388 | -1.26% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | Added to | 30,321 | 2,130 | 0.0% | 0.0% | 142 | +5,020 | 19.84% | Q1 2026 | May 15, 2026 |
| Burton Enright Welch | History | Reduced | 30,097 | 2,114 | 0.29% | 0.31% | 143 | -767 | -2.49% | Q1 2026 | May 01, 2026 |
| BANK OF NOVA SCOTIA | History | New | 29,355 | 2,062 | 0.0% | — | 144 | +29,355 | New | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 29,009 | 2,038 | 0.0% | 0.0% | 145 | +17,386 | 149.58% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Reduced | 28,617 | 2,010 | 0.02% | 0.02% | 146 | -1,802 | -5.92% | Q1 2026 | May 08, 2026 |
| Jacobs Equity LLC | History | Added to | 26,239 | 1,996 | 1.79% | 1.72% | 147 | +1,020 | 4.04% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 23,934 | 1,987 | 0.0% | 0.0% | 148 | +724 | 3.12% | Q1 2026 | May 14, 2026 |
| Maxi Investments CY Ltd | History | New | 27,928 | 1,963 | 0.43% | — | 149 | +27,928 | New | Q1 2026 | May 14, 2026 |
| PAX Financial Group, LLC | History | Reduced | 27,770 | 1,951 | 0.33% | 0.36% | 150 | -1,830 | -6.18% | Q1 2026 | Apr 27, 2026 |
| Roan Capital Partners | History | New | 27,209 | 1,911 | 1.77% | — | 151 | +27,209 | New | Q1 2026 | Apr 15, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 27,100 | 1,904 | 1.91% | 2.05% | 152 | -3,460 | -11.32% | Q1 2026 | May 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 26,516 | 1,863 | 0.62% | 0.55% | 153 | +3,262 | 14.03% | Q1 2026 | May 05, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 26,290 | 1,847 | 0.23% | 0.24% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 26,178 | 1,839 | 1.0% | 1.02% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 26,104 | 1,834 | 0.11% | 0.12% | 156 | -3,163 | -10.81% | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 25,135 | 1,764 | 0.23% | 0.27% | 157 | -1,925 | -7.11% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 24,996 | 1,756 | 0.0% | 0.0% | 158 | +16,926 | 209.74% | Q1 2026 | May 05, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 24,883 | 1,748 | 0.76% | 0.78% | 159 | +425 | 1.74% | Q1 2026 | May 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 24,743 | 1,738 | 0.36% | 0.36% | 160 | +440 | 1.81% | Q1 2026 | May 08, 2026 |
| Composition Wealth, LLC | History | Added to | 24,442 | 1,717 | 0.02% | 0.02% | 161 | +311 | 1.29% | Q1 2026 | Apr 08, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 24,431 | 1,716 | 0.0% | 0.0% | 162 | -66,746 | -73.2% | Q1 2026 | Apr 30, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 24,173 | 1,698 | 0.71% | 0.7% | 163 | -409 | -1.66% | Q1 2026 | Apr 22, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 22,027 | 1,650 | 1.24% | 0.27% | 164 | +17,399 | 375.95% | Q1 2026 | May 14, 2026 |
| Element Wealth, LLC | History | Reduced | 22,919 | 1,610 | 0.66% | 0.67% | 165 | -92 | -0.4% | Q1 2026 | May 04, 2026 |
| Balefire, LLC | History | Added to | 22,857 | 1,606 | 0.3% | 0.29% | 166 | +2,228 | 10.8% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,571 | 1,601 | 0.0% | 0.0% | 167 | -17,023 | -42.99% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 22,772 | 1,600 | 0.03% | 0.03% | 168 | +2,671 | 13.29% | Q1 2026 | May 18, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 22,582 | 1,586 | 0.09% | 0.09% | 169 | +407 | 1.84% | Q1 2026 | Apr 30, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 22,476 | 1,579 | 0.31% | 0.34% | 170 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 23,075 | 1,563 | 0.0% | 0.0% | 171 | +7,880 | 51.86% | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 22,154 | 1,556 | 0.12% | 0.03% | 172 | +16,564 | 296.31% | Q1 2026 | May 13, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | New | 22,046 | 1,549 | 0.37% | — | 173 | +22,046 | New | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 21,962 | 1,543 | 0.2% | 0.25% | 174 | -3,419 | -13.47% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 21,621 | 1,534 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Versant Capital Management, Inc | History | No change | 21,392 | 1,503 | 0.15% | 0.19% | 176 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Sharper & Granite LLC | History | Reduced | 20,620 | 1,448 | 0.49% | 0.52% | 177 | -115 | -0.55% | Q1 2026 | Apr 08, 2026 |
| CHOREO, LLC | History | Reduced | 20,516 | 1,441 | 0.02% | 0.02% | 178 | -4,979 | -19.53% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,384 | 1,362 | 0.01% | 0.0% | 179 | +2,542 | 15.09% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 18,504 | 1,300 | 0.08% | 0.07% | 180 | +2,974 | 19.15% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 17,913 | 1,258 | 0.0% | 0.0% | 181 | -226 | -1.25% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 17,842 | 1,253 | 0.0% | 0.0% | 182 | +10,525 | 143.84% | Q1 2026 | May 13, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 17,796 | 1,250 | 1.02% | 1.02% | 183 | -216 | -1.2% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 17,663 | 1,241 | 0.07% | 0.02% | 184 | +13,000 | 278.79% | Q1 2026 | Apr 30, 2026 |
| Dunhill Financial, LLC | History | Added to | 17,528 | 1,231 | 0.29% | 0.01% | 185 | +17,161 | 4676.02% | Q1 2026 | May 06, 2026 |
| BARINGS LLC | History | No change | 17,508 | 1,230 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 17,439 | 1,225 | 0.26% | 0.31% | 187 | -2,449 | -12.31% | Q1 2026 | Apr 15, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 16,970 | 1,192 | 0.56% | 0.51% | 188 | +400 | 2.41% | Q1 2026 | Apr 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 16,860 | 1,184 | 0.01% | 0.01% | 189 | +5,820 | 52.72% | Q1 2026 | May 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 16,456 | 1,156 | 0.1% | 0.1% | 190 | -75 | -0.45% | Q1 2026 | Apr 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 16,129 | 1,133 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 16,103 | 1,131 | 0.77% | 0.85% | 192 | -1,367 | -7.82% | Q1 2026 | May 04, 2026 |
| Dakota Wealth Management | History | Reduced | 15,790 | 1,109 | 0.02% | 0.02% | 193 | -110 | -0.69% | Q1 2026 | May 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,483 | 1,088 | 0.01% | 0.01% | 194 | -9,640 | -38.37% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | New | 14,834 | 1,042 | 0.0% | — | 195 | +14,834 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 14,630 | 1,028 | 0.01% | 0.07% | 196 | -167,008 | -91.95% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 14,392 | 1,011 | 0.02% | 0.03% | 197 | -375 | -2.54% | Q1 2026 | May 15, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 14,180 | 996 | 0.58% | 0.62% | 198 | +21 | 0.15% | Q1 2026 | Apr 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 13,909 | 977 | 0.03% | 0.03% | 199 | -26 | -0.19% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 13,778 | 968 | 0.0% | 0.0% | 200 | +2,129 | 18.28% | Q1 2026 | May 08, 2026 |
| AIA Group Ltd | History | No change | 13,685 | 961 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 12,806 | 947 | 0.13% | 0.09% | 202 | +3,798 | 42.16% | Q1 2026 | Apr 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 13,435 | 944 | 0.04% | 0.04% | 203 | -632 | -4.49% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 13,342 | 937 | 0.04% | — | 204 | +13,342 | New | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Added to | 13,268 | 932 | 0.03% | 0.01% | 205 | +7,363 | 124.69% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,877 | 918 | 0.01% | 0.01% | 206 | -454 | -3.41% | Q1 2026 | Apr 07, 2026 |
| DARA CAPITAL US, INC. | History | No change | 12,890 | 905 | 0.86% | 0.81% | 207 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SCS Capital Management LLC | History | Reduced | 12,859 | 903 | 0.01% | 0.01% | 208 | -271 | -2.06% | Q1 2026 | May 11, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 12,831 | 901 | 0.16% | 0.15% | 209 | +981 | 8.28% | Q1 2026 | Apr 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 12,403 | 871 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BFI Infinity Ltd. | History | Added to | 12,254 | 861 | 0.48% | 0.41% | 211 | +2,949 | 31.69% | Q1 2026 | Apr 13, 2026 |
| INVESTED ADVISORS | History | Added to | 11,889 | 835 | 0.84% | 0.83% | 212 | +548 | 4.83% | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11,827 | 831 | 0.0% | 0.01% | 213 | -3,974 | -25.15% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | New | 11,640 | 817 | 0.03% | — | 214 | +11,640 | New | Q1 2026 | May 14, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 10,970 | 815 | 0.16% | 0.16% | 215 | -35 | -0.32% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 11,540 | 810 | 0.0% | — | 216 | +11,540 | New | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 11,300 | 794 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| StoneX Group Inc. | History | Added to | 11,254 | 790 | 0.04% | 0.03% | 218 | +208 | 1.88% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,209 | 787 | 0.01% | 0.01% | 219 | +344 | 3.17% | Q1 2026 | May 15, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 11,128 | 781 | 0.42% | — | 220 | +11,128 | New | Q1 2026 | May 14, 2026 |
| LOM Asset Management Ltd | History | No change | 10,980 | 771 | 0.22% | 0.23% | 221 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,713 | 760 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 10,804 | 759 | 0.0% | 0.0% | 223 | +3,122 | 40.64% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 10,588 | 744 | 0.06% | 0.06% | 224 | +847 | 8.7% | Q1 2026 | May 15, 2026 |
| RDA Financial Network | History | Reduced | 10,444 | 733 | 0.18% | 0.19% | 225 | -580 | -5.26% | Q1 2026 | Apr 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,422 | 732 | 0.0% | — | 226 | +10,422 | New | Q1 2026 | May 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 10,225 | 718 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 10,196 | 716 | 0.03% | 0.03% | 228 | -96 | -0.93% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,164 | 714 | 0.08% | — | 229 | +10,164 | New | Q1 2026 | May 15, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 10,043 | 705 | 0.84% | 0.95% | 230 | -5,403 | -34.98% | Q1 2026 | Apr 28, 2026 |
| Wedmont Private Capital | History | Reduced | 9,391 | 694 | 0.02% | 0.02% | 231 | -430 | -4.38% | Q1 2026 | Apr 09, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 9,742 | 684 | 0.01% | 0.01% | 232 | -658 | -6.33% | Q1 2026 | May 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 9,474 | 665 | 0.01% | 0.01% | 233 | +198 | 2.13% | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,342 | 656 | 0.04% | 0.05% | 234 | -1,675 | -15.2% | Q1 2026 | Apr 29, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 9,324 | 655 | 0.13% | 0.17% | 235 | -2,424 | -20.63% | Q1 2026 | May 14, 2026 |
| J2 Capital Management Inc | History | Reduced | 9,202 | 646 | 0.44% | 1.01% | 236 | -10,255 | -52.71% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,057 | 636 | 0.0% | 0.0% | 237 | +767 | 9.25% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 9,000 | 632 | 0.0% | — | 238 | +9,000 | New | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,970 | 630 | 0.0% | 0.0% | 239 | -28 | -0.31% | Q1 2026 | May 12, 2026 |
| Forum Finance Group S.A. | History | New | 10,933 | 621 | 0.34% | — | 240 | +10,933 | New | Q1 2026 | May 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,706 | 611 | 0.0% | 0.0% | 241 | +3,360 | 62.85% | Q1 2026 | Apr 27, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 8,663 | 608 | 0.6% | 0.13% | 242 | +6,843 | 375.99% | Q1 2026 | Apr 14, 2026 |
| Activest Wealth Management | History | No change | 8,649 | 607 | 0.11% | 0.11% | 243 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 8,553 | 601 | 0.35% | 0.36% | 244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,509 | 597 | 0.04% | 0.15% | 245 | -21,474 | -71.62% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,406 | 590 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | No change | 8,363 | 587 | 0.0% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ahara Advisors LLC | History | No change | 8,343 | 586 | 0.49% | 0.54% | 248 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 8,240 | 579 | 0.01% | 0.01% | 249 | -368 | -4.28% | Q1 2026 | May 07, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 8,115 | 576 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 8,091 | 568 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 8,037 | 564 | 0.19% | 0.16% | 252 | +2,544 | 46.31% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 8,025 | 563 | 0.01% | 0.0% | 253 | +6,615 | 469.15% | Q1 2026 | May 05, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 7,844 | 551 | 0.17% | 0.17% | 254 | -79 | -1.0% | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,812 | 548 | 0.01% | 0.01% | 255 | +328 | 4.38% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 7,748 | 544 | 0.0% | 0.0% | 256 | +369 | 5.0% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 7,659 | 538 | 0.01% | 0.01% | 257 | +1,278 | 20.03% | Q1 2026 | May 04, 2026 |
| Stonebrook Private Inc. | History | Reduced | 7,527 | 528 | 0.11% | 0.12% | 258 | -623 | -7.64% | Q1 2026 | May 11, 2026 |
| GWN SECURITIES INC. | History | Reduced | 7,464 | 524 | 0.1% | 0.12% | 259 | -569 | -7.08% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,241 | 508 | 0.0% | 0.0% | 260 | -476 | -6.17% | Q1 2026 | Apr 15, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 7,035 | 494 | 0.1% | 0.1% | 261 | -28 | -0.4% | Q1 2026 | Apr 06, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 6,950 | 488 | 0.42% | — | 262 | +6,950 | New | Q1 2026 | Apr 13, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 6,935 | 487 | 0.04% | 0.04% | 263 | -891 | -11.39% | Q1 2026 | Apr 24, 2026 |
| TFB Advisors LLC | History | Reduced | 6,934 | 487 | 0.25% | 0.14% | 264 | -390 | -5.32% | Q1 2026 | Apr 20, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 6,839 | 480 | 0.43% | — | 265 | +6,839 | New | Q1 2026 | Apr 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,784 | 476 | 0.04% | 0.04% | 266 | +133 | 2.0% | Q1 2026 | Apr 30, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 6,752 | 474 | 0.06% | — | 268 | +6,752 | New | Q1 2026 | May 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,754 | 474 | 0.03% | 0.02% | 267 | +2,611 | 63.02% | Q1 2026 | Apr 13, 2026 |
| Soltis Investment Advisors LLC | History | No change | 6,678 | 469 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 6,673 | 468 | 0.08% | 0.09% | 270 | -683 | -9.28% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 6,470 | 454 | 0.0% | 0.0% | 271 | +1,116 | 20.84% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,456 | 453 | 0.02% | 0.01% | 272 | +1,856 | 40.35% | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,183 | 434 | 0.0% | 0.01% | 274 | -579 | -8.56% | Q1 2026 | Apr 20, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 6,117 | 434 | 0.37% | 0.37% | 273 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,111 | 433 | 0.0% | 0.0% | 275 | +1,729 | 39.46% | Q1 2026 | May 15, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 5,966 | 433 | 0.23% | 0.29% | 277 | -1,050 | -14.97% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,165 | 433 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gotham Asset Management, LLC | History | No change | 6,089 | 427 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 6,064 | 426 | 0.19% | 0.2% | 279 | -24 | -0.39% | Q1 2026 | May 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 6,005 | 421 | 0.01% | 0.03% | 280 | -15,482 | -72.05% | Q1 2026 | Apr 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 5,963 | 419 | 0.01% | 0.01% | 281 | +409 | 7.36% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,884 | 413 | 0.01% | 0.01% | 282 | +28 | 0.48% | Q1 2026 | Apr 29, 2026 |
| Claro Advisors Inc. | History | Reduced | 5,867 | 412 | 0.05% | 0.07% | 283 | -1,023 | -14.85% | Q1 2026 | Apr 21, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 5,843 | 411 | 0.0% | 0.0% | 284 | -2 | -0.03% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 5,835 | 410 | 0.01% | — | 285 | +5,835 | New | Q1 2026 | Apr 20, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 5,817 | 408 | 0.17% | 0.16% | 286 | +6 | 0.1% | Q1 2026 | Apr 24, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 5,766 | 405 | 0.12% | 0.12% | 287 | +125 | 2.22% | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 5,755 | 404 | 0.02% | 0.02% | 288 | -804 | -12.26% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 5,691 | 399 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | New | 5,645 | 396 | 0.02% | — | 290 | +5,645 | New | Q1 2026 | Apr 30, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 5,582 | 392 | 0.04% | 0.04% | 291 | +604 | 12.13% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,570 | 391 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | No change | 5,520 | 387 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LongView Wealth Management | History | Added to | 5,108 | 384 | 0.1% | 0.07% | 295 | +1,212 | 31.11% | Q1 2026 | Apr 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 5,644 | 384 | 0.02% | 0.02% | 294 | +57 | 1.02% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 5,450 | 382 | 0.0% | 0.0% | 296 | +92 | 1.72% | Q1 2026 | May 15, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 5,398 | 379 | 0.22% | — | 297 | +5,398 | New | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 5,348 | 375 | 0.01% | 0.01% | 298 | -205 | -3.69% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,241 | 371 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Evanson Asset Management, LLC | History | No change | 5,217 | 366 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |