iSHARES TRUST - AAXJ
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 2,793,698 | 259,785 | 0.02% | 0.02% | 1 | -131,053 | -4.48% | Q1 2026 | May 13, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 2,221,114 | 213,871 | 6.48% | 2.97% | 2 | +1,125,430 | 102.71% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Reduced | 1,175,437 | 113,182 | 0.01% | 0.01% | 3 | -44,921 | -3.68% | Q1 2026 | May 15, 2026 |
| J.Safra Asset Management Corp | History | Added to | 872,029 | 83,967 | 4.52% | 4.12% | 4 | +27,540 | 3.26% | Q1 2026 | May 04, 2026 |
| PRAGMA GESTAO DE PATRIMONIO LTD | History | Added to | 820,300 | 78,986 | 41.73% | 26.39% | 5 | +154,900 | 23.28% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 699,489 | 67,341 | 0.09% | — | 6 | +699,489 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 707,924 | 65,921 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 658,276 | 63,385 | 0.01% | 0.0% | 8 | +562,092 | 584.39% | Q1 2026 | May 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 418,480 | 40,295 | 1.09% | 1.61% | 9 | -235,795 | -36.04% | Q1 2026 | Apr 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 358,336 | 34,504 | 0.0% | 0.0% | 10 | +64,412 | 21.91% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 348,928 | 33,598 | 0.52% | 0.45% | 11 | +24,125 | 7.43% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL PLC | History | Reduced | 327,266 | 31,512 | 0.18% | 0.37% | 12 | -179,415 | -35.41% | Q1 2026 | May 13, 2026 |
| BFI Infinity Ltd. | History | Added to | 306,962 | 29,557 | 16.58% | 17.21% | 13 | +10,001 | 3.37% | Q1 2026 | Apr 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 293,420 | 27,323 | 0.01% | 0.01% | 14 | -187,072 | -38.93% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 262,702 | 25,295 | 0.08% | 0.07% | 15 | +1,994 | 0.76% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 236,189 | 22,742 | 0.0% | 0.0% | 16 | -126 | -0.05% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 214,088 | 20,615 | 0.0% | 0.0% | 17 | -92,859 | -30.25% | Q1 2026 | May 15, 2026 |
| Global Endowment Management, LP | History | Reduced | 157,970 | 15,211 | 1.7% | 1.92% | 18 | -7,439 | -4.5% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 157,723 | 15,187 | 0.0% | 0.0% | 19 | -32,730 | -17.19% | Q1 2026 | May 15, 2026 |
| Saudi Central Bank | History | No change | 144,151 | 13,880 | 0.29% | 0.5% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 133,116 | 12,817 | 0.01% | 0.0% | 21 | +105,382 | 379.97% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 133,104 | 12,816 | 0.0% | 0.0% | 22 | +36,168 | 37.31% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 128,820 | 12,404 | 0.0% | — | 23 | +128,820 | New | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 123,930 | 11,933 | 0.09% | 0.1% | 24 | -24,460 | -16.48% | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 122,532 | 11,798 | 1.56% | 1.58% | 25 | +2,249 | 1.87% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 111,788 | 10,764 | 0.0% | 0.0% | 26 | +61,122 | 120.64% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Reduced | 93,001 | 8,955 | 0.07% | 0.08% | 27 | -24,309 | -20.72% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 90,070 | 8,673 | 0.27% | — | 28 | +90,070 | New | Q1 2026 | May 15, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 89,902 | 8,657 | 3.37% | 3.29% | 29 | -1,119 | -1.23% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 87,813 | 7,969 | 0.01% | 0.01% | 30 | +15,306 | 21.11% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 81,400 | 7,838 | 0.01% | 0.01% | 31 | +33,082 | 68.47% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 80,136 | 7,716 | 0.0% | 0.0% | 32 | +34,465 | 75.46% | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | Added to | 79,823 | 7,686 | 1.35% | 0.38% | 33 | +57,758 | 261.76% | Q1 2026 | Apr 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 79,720 | 7,676 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 72,962 | 7,025 | 0.11% | — | 35 | +72,962 | New | Q1 2026 | May 15, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 72,316 | 6,963 | 0.85% | 1.23% | 36 | -27,319 | -27.42% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 69,827 | 6,723 | 0.0% | 0.0% | 37 | +61,777 | 767.42% | Q1 2026 | May 04, 2026 |
| EFG International AG | History | Reduced | 68,791 | 6,624 | 0.14% | 0.17% | 38 | -26,535 | -27.84% | Q1 2026 | May 15, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 65,961 | 6,351 | 0.54% | 0.56% | 39 | -6,023 | -8.37% | Q1 2026 | May 05, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 63,482 | 6,112 | 0.38% | 0.05% | 40 | +54,693 | 622.29% | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | Added to | 61,103 | 5,883 | 0.08% | 0.06% | 41 | +37,367 | 157.43% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 60,648 | 5,839 | 0.01% | 0.01% | 42 | -6,465 | -9.63% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 60,249 | 5,801 | 0.0% | 0.0% | 43 | +6,119 | 11.3% | Q1 2026 | May 14, 2026 |
| James Hambro & Partners LLP | History | Added to | 57,265 | 5,514 | 0.22% | 0.16% | 44 | +9,706 | 20.41% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 54,562 | 5,253 | 0.0% | 0.0% | 45 | -12,499 | -18.64% | Q1 2026 | May 14, 2026 |
| Rothschild & Co Wealth Management UK Ltd | History | Reduced | 50,372 | 4,850 | 0.07% | 0.08% | 46 | -7,114 | -12.38% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 48,135 | 4,634 | 0.03% | 0.03% | 47 | +15 | 0.03% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Reduced | 47,289 | 4,553 | 0.1% | 0.11% | 48 | -5,434 | -10.31% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 42,943 | 4,135 | 0.01% | 0.01% | 49 | -16,230 | -27.43% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 42,121 | 4,055 | 0.0% | 0.0% | 50 | -12,899 | -23.44% | Q1 2026 | May 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 41,946 | 4,038 | 0.09% | 0.09% | 51 | -1,305 | -3.02% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 40,865 | 3,934 | 0.0% | 0.0% | 52 | -5,714 | -12.27% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 40,594 | 3,909 | 0.15% | 0.13% | 53 | +1,489 | 3.81% | Q1 2026 | Apr 20, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 41,688 | 3,881 | 0.56% | 0.56% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 38,150 | 3,673 | 0.09% | 0.1% | 55 | -8,319 | -17.9% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 37,434 | 3,604 | 0.01% | 0.01% | 56 | -2,469 | -6.19% | Q1 2026 | May 13, 2026 |
| SPINNAKER TRUST | History | Reduced | 36,837 | 3,547 | 0.2% | 0.19% | 57 | -764 | -2.03% | Q1 2026 | Apr 23, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 36,352 | 3,500 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| iA Global Asset Management Inc. | History | Added to | 35,080 | 3,378 | 0.05% | 0.02% | 59 | +16,617 | 90.0% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,346 | 3,210 | 0.0% | 0.0% | 60 | +814 | 2.5% | Q1 2026 | Apr 27, 2026 |
| Moneda S.A. Administradora General de Fondos | History | Reduced | 31,077 | 2,992 | 2.44% | 2.6% | 61 | -11 | -0.04% | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 31,087 | 2,987 | 0.37% | 0.38% | 62 | +203 | 0.66% | Q1 2026 | Apr 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 30,968 | 2,981 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | No change | 27,000 | 2,600 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| National Philanthropic Trust | History | No change | 26,852 | 2,585 | 0.03% | 0.02% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | No change | 25,985 | 2,502 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 22,851 | 2,492 | 1.24% | 1.41% | 67 | -4,837 | -17.47% | Q1 2026 | May 01, 2026 |
| Rathbones Group PLC | History | Added to | 25,580 | 2,463 | 0.01% | 0.01% | 68 | +2,280 | 9.79% | Q1 2026 | May 12, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 24,720 | 2,380 | 0.34% | 0.32% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 24,322 | 2,341 | 0.0% | 0.0% | 70 | -695 | -2.78% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Reduced | 24,241 | 2,334 | 0.01% | 0.01% | 71 | -570 | -2.3% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 24,070 | 2,317 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | New | 22,989 | 2,214 | 0.0% | — | 73 | +22,989 | New | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 22,382 | 2,155 | 0.0% | 0.0% | 74 | +6,247 | 38.72% | Q1 2026 | May 14, 2026 |
| Gruss & Co., LLC | History | Reduced | 22,000 | 2,118 | 4.95% | 4.91% | 75 | -2,000 | -8.33% | Q1 2026 | May 05, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 21,332 | 1,983 | 0.03% | 0.02% | 76 | +4,348 | 25.6% | Q1 2026 | Apr 22, 2026 |
| swisspartners Advisors Ltd | History | No change | 20,425 | 1,955 | 1.23% | 1.38% | 77 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Prospera Financial Services Inc | History | Reduced | 20,264 | 1,951 | 0.03% | 0.03% | 78 | -433 | -2.09% | Q1 2026 | Apr 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 19,292 | 1,874 | 0.03% | 0.03% | 79 | -89 | -0.46% | Q1 2026 | May 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 19,346 | 1,862 | 0.1% | 0.13% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 18,241 | 1,756 | 0.0% | 0.0% | 81 | -1,977 | -9.78% | Q1 2026 | May 15, 2026 |
| Climber Capital SA | History | Reduced | 18,569 | 1,679 | 1.1% | 1.43% | 82 | -10,921 | -37.03% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 17,053 | 1,641 | 0.0% | 0.0% | 83 | -1,223 | -6.69% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 17,027 | 1,639 | 0.0% | 0.0% | 84 | +8,871 | 108.77% | Q1 2026 | May 12, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 16,360 | 1,575 | 0.14% | 0.13% | 85 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 15,632 | 1,505 | 0.01% | 0.01% | 86 | -1,711 | -9.87% | Q1 2026 | Apr 14, 2026 |
| GFS Advisors, LLC | History | Reduced | 25,000 | 1,328 | 0.17% | 1.21% | 87 | -84,145 | -77.09% | Q1 2026 | Apr 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 13,131 | 1,264 | 0.02% | 0.01% | 88 | +7,058 | 116.22% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,390 | 1,193 | 0.0% | 0.0% | 89 | +5,329 | 75.47% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | New | 12,243 | 1,178 | 0.0% | — | 90 | +12,243 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,771 | 1,133 | 0.01% | 0.01% | 91 | +63 | 0.54% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 11,695 | 1,126 | 0.01% | 0.01% | 92 | +2,737 | 30.55% | Q1 2026 | Apr 27, 2026 |
| First Growth Capital LLC | History | Reduced | 11,483 | 1,115 | 1.01% | 1.2% | 93 | -1,426 | -11.05% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,527 | 1,109 | 0.02% | 0.02% | 94 | -301 | -2.54% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Added to | 11,382 | 1,096 | 0.0% | 0.0% | 95 | +528 | 4.86% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 11,283 | 1,086 | 0.08% | 0.06% | 96 | +2,400 | 27.02% | Q1 2026 | May 12, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 10,655 | 1,025 | 0.01% | 0.01% | 97 | -196 | -1.81% | Q1 2026 | Apr 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 10,135 | 975 | 0.03% | 0.02% | 98 | +2,246 | 28.47% | Q1 2026 | May 14, 2026 |
| Insight Wealth Partners, LLC | History | New | 9,914 | 954 | 0.13% | — | 99 | +9,914 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,868 | 853 | 0.01% | 0.01% | 100 | +16 | 0.18% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 8,610 | 829 | 0.25% | 0.25% | 101 | -15 | -0.17% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,378 | 806 | 0.0% | 0.0% | 102 | -607 | -6.76% | Q1 2026 | May 14, 2026 |
| Logan Stone Capital, LLC | History | Reduced | 8,190 | 788 | 0.22% | 0.2% | 103 | -509 | -5.85% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | No change | 7,914 | 762 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantitative Investment Management, LLC | History | New | 7,884 | 759 | 0.08% | — | 105 | +7,884 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | New | 7,787 | 749 | 0.0% | — | 107 | +7,787 | New | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 7,788 | 749 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,600 | 731 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,821 | 728 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Finley Financial, LLC | History | Reduced | 7,395 | 712 | 0.33% | 0.32% | 110 | -60 | -0.8% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,147 | 688 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 6,895 | 663 | 0.02% | 0.02% | 112 | +116 | 1.71% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | No change | 6,859 | 660 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 6,828 | 657 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 6,693 | 644 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | New | 6,511 | 626 | 0.45% | — | 117 | +6,511 | New | Q1 2026 | Apr 09, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,506 | 626 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | New | 6,407 | 616 | 0.02% | — | 118 | +6,407 | New | Q1 2026 | May 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 6,250 | 601 | 0.09% | 0.08% | 119 | +1,358 | 27.76% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 6,170 | 594 | 0.01% | 0.01% | 120 | -243 | -3.79% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | New | 6,162 | 593 | 0.0% | — | 121 | +6,162 | New | Q1 2026 | May 14, 2026 |
| KPP Advisory Services LLC | History | Reduced | 5,964 | 574 | 0.08% | 0.24% | 122 | -11,930 | -66.67% | Q1 2026 | Apr 24, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 5,784 | 556 | 0.06% | 0.06% | 123 | -46 | -0.79% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,705 | 549 | 0.0% | 0.0% | 124 | -274 | -4.58% | Q1 2026 | May 15, 2026 |
| Accredited Investors Inc. | History | Added to | 5,552 | 534 | 0.03% | 0.02% | 125 | +1,338 | 31.75% | Q1 2026 | Apr 30, 2026 |
| Summa Corp. | History | No change | 5,500 | 529 | 0.22% | 0.22% | 126 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 5,300 | 510 | 0.0% | — | 127 | +5,300 | New | Q1 2026 | May 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 5,262 | 506 | 0.24% | 0.24% | 129 | +411 | 8.47% | Q1 2026 | May 12, 2026 |
| BigSur Wealth Management LLC | History | No change | 5,260 | 506 | 0.14% | 0.12% | 128 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,151 | 495 | 0.0% | 0.0% | 130 | -307 | -5.62% | Q1 2026 | Apr 27, 2026 |
| Cedarwood Wealth LLC | History | No change | 4,957 | 477 | 0.48% | 0.55% | 131 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 4,800 | 462 | 0.19% | 0.19% | 132 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Saranac Partners Ltd | History | Added to | 5,755 | 460 | 0.2% | 0.09% | 133 | +3,255 | 130.2% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | No change | 4,761 | 458 | 0.17% | 0.16% | 134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 4,704 | 452 | 0.25% | 0.2% | 135 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,664 | 448 | 0.0% | 0.0% | 136 | -139 | -2.89% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Added to | 4,415 | 425 | 0.0% | 0.0% | 137 | +655 | 17.42% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 4,403 | 423 | 0.04% | 0.04% | 138 | -282 | -6.02% | Q1 2026 | Apr 17, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 4,338 | 417 | 0.04% | 0.04% | 139 | +334 | 8.34% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,246 | 408 | 0.0% | 0.0% | 140 | -253 | -5.62% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 4,232 | 407 | 0.0% | 0.0% | 141 | -260 | -5.79% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,060 | 390 | 0.0% | — | 142 | +4,060 | New | Q1 2026 | May 01, 2026 |
| E&G Advisors, LP | History | Added to | 4,036 | 388 | 0.09% | 0.05% | 143 | +1,430 | 54.87% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 4,037 | 388 | 0.01% | 0.01% | 144 | -59 | -1.44% | Q1 2026 | Apr 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 4,020 | 387 | 0.04% | 0.04% | 145 | -70 | -1.71% | Q1 2026 | Apr 21, 2026 |
| BARCLAYS PLC | History | Reduced | 3,907 | 376 | 0.0% | 0.0% | 146 | -1,987 | -33.71% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | No change | 3,763 | 362 | 0.0% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 3,736 | 359 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 3,799 | 353 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 3,645 | 350 | 0.01% | 0.01% | 150 | -1 | -0.03% | Q1 2026 | May 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 3,624 | 348 | 0.0% | 0.01% | 151 | -1,463 | -28.76% | Q1 2026 | May 15, 2026 |
| Yoffe Investment Management, LLC | History | No change | 3,592 | 345 | 0.44% | 0.43% | 152 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Americana Partners, LLC | History | Added to | 3,532 | 340 | 0.01% | 0.01% | 153 | +164 | 4.87% | Q1 2026 | May 12, 2026 |
| Trek Financial, LLC | History | New | 3,465 | 333 | 0.02% | — | 154 | +3,465 | New | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Added to | 3,400 | 327 | 0.01% | 0.01% | 155 | +400 | 13.33% | Q1 2026 | Apr 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,308 | 318 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 3,226 | 310 | 0.0% | 0.0% | 157 | -263 | -7.54% | Q1 2026 | May 04, 2026 |
| River Street Advisors LLC | History | No change | 3,198 | 307 | 0.1% | 0.11% | 158 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 3,164 | 304 | 0.01% | 0.01% | 159 | +337 | 11.92% | Q1 2026 | Apr 07, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 3,047 | 293 | 0.1% | — | 160 | +3,047 | New | Q1 2026 | Apr 27, 2026 |
| Vanguard National Trust Co | History | New | 3,039 | 292 | 0.02% | — | 161 | +3,039 | New | Q1 2026 | May 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,033 | 292 | 0.02% | — | 162 | +3,033 | New | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,995 | 288 | 0.0% | 0.0% | 163 | +184 | 6.55% | Q1 2026 | Apr 30, 2026 |
| VANGUARD GROUP INC | History | No change | 3,039 | 282 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,918 | 280 | 0.0% | 0.0% | 166 | +91 | 3.22% | Q1 2026 | May 08, 2026 |
| Vivaldi Capital Management LP | History | Added to | 2,915 | 280 | 0.04% | 0.04% | 165 | +85 | 3.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,865 | 275 | 0.03% | — | 167 | +2,865 | New | Q1 2026 | May 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 2,835 | 272 | 0.03% | 0.04% | 168 | -826 | -22.56% | Q1 2026 | Apr 27, 2026 |
| First Pacific Financial | History | Reduced | 2,731 | 263 | 0.03% | 0.04% | 169 | -284 | -9.42% | Q1 2026 | Apr 23, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 2,457 | 236 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 2,150 | 207 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,933 | 186 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,653 | 155 | 0.0% | 0.0% | 173 | +172 | 11.61% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,500 | 144 | 0.0% | — | 174 | +1,500 | New | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO | History | No change | 1,355 | 131 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,194 | 114 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | New | 1,155 | 111 | 0.03% | — | 177 | +1,155 | New | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | No change | 1,133 | 109 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Forum Finance Group S.A. | History | New | 1,290 | 100 | 0.05% | — | 179 | +1,290 | New | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | No change | 872 | 83 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 752 | 72 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 687 | 66 | 0.0% | — | 182 | +687 | New | Q1 2026 | Apr 27, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 544 | 52 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 385 | 37 | 0.0% | — | 184 | +385 | New | Q1 2026 | May 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 366 | 35 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 348 | 33 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | No change | 314 | 30 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Miller Capital Partners, Inc. | History | No change | 306 | 29 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 296 | 28 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 276 | 28 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 276 | 26 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 250 | 24 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Independence Bank of Kentucky | History | No change | 242 | 23 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 220 | 21 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Reduced | 215 | 20 | 0.0% | 0.0% | 195 | -14 | -6.11% | Q1 2026 | May 13, 2026 |
| Boreal Capital Management LLC | History | No change | 216 | 20 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 199 | 19 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 195 | 18 | 0.0% | 0.0% | 198 | +153 | 364.29% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | No change | 167 | 16 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | Reduced | 143 | 14 | 0.0% | 0.0% | 200 | -2 | -1.38% | Q1 2026 | Apr 27, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | New | 137 | 13 | 0.0% | — | 201 | +137 | New | Q1 2026 | Apr 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 130 | 12 | 0.0% | 0.0% | 202 | -116 | -47.15% | Q1 2026 | May 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 100 | 9 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 70 | 6 | 0.0% | 0.0% | 205 | -4,385 | -98.43% | Q1 2026 | Apr 16, 2026 |
| SHP Wealth Management | History | New | 51 | 4 | 0.0% | — | 212 | +51 | New | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | No change | 46 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 50 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 47 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,967 | 3 | 0.0% | 0.0% | 213 | -3,273 | -45.21% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 28 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 17 | 1 | 0.0% | 0.0% | 215 | -1 | -5.56% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.01% | — | -90,300 | -100.0% | Q1 2026 | May 11, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -87,740 | -100.0% | Q1 2026 | May 14, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.29% | — | -42,200 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.19% | — | -23,019 | -100.0% | Q1 2026 | Apr 24, 2026 |
| South Shore Capital Advisors | History | Closed out | 0 | 0 | — | 0.45% | — | -6,656 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,075 | -100.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,732 | -100.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,520 | -100.0% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,500 | -100.0% | Q1 2026 | May 04, 2026 |
| LVW Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,366 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,735 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -957 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q1 2026 | May 13, 2026 |
| LM Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -210 | -100.0% | Q1 2026 | May 13, 2026 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | May 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WPG Advisers, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |