iSHARES TRUST - ACWI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 10,717,915 | 1,483,038 | 0.09% | 0.07% | 1 | +2,280,485 | 27.03% | Q1 2026 | May 15, 2026 |
| Mass General Brigham, Inc | History | Reduced | 2,153,477 | 292,711 | 62.42% | 80.62% | 2 | -2,460,478 | -53.33% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,059,226 | 284,935 | 0.05% | 0.05% | 3 | +280,141 | 15.75% | Q1 2026 | May 11, 2026 |
| Granger Management LLC | History | No change | 1,858,121 | 257,108 | 71.77% | 69.49% | 4 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York | History | Added to | 1,847,880 | 255,691 | 59.28% | 43.03% | 5 | +1,113,549 | 151.64% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,853,728 | 248,751 | 0.02% | 0.01% | 6 | +501,033 | 37.04% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co | History | Added to | 1,729,958 | 239,374 | 10.29% | 10.48% | 7 | +68 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,664,180 | 230,272 | 0.11% | 0.17% | 8 | -955,930 | -36.48% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,548,820 | 214,310 | 0.03% | 0.03% | 9 | +56,239 | 3.77% | Q1 2026 | May 14, 2026 |
| P/E Global LLC | History | Reduced | 1,446,587 | 200,164 | 15.78% | 18.0% | 10 | -319,032 | -18.07% | Q1 2026 | Apr 09, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 1,397,253 | 193,337 | 1.83% | 2.15% | 11 | -4,085 | -0.29% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,388,478 | 192,123 | 0.11% | 0.11% | 12 | +1,488 | 0.11% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,384,455 | 191,566 | 0.01% | 0.01% | 13 | +122,720 | 9.73% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | Added to | 1,347,997 | 186,522 | 1.09% | 1.23% | 14 | +247,493 | 22.49% | Q1 2026 | May 13, 2026 |
| ICONIQ Capital, LLC | History | No change | 1,315,860 | 182,075 | 4.08% | 2.81% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,276,918 | 176,689 | 0.16% | 0.0% | 16 | +1,261,782 | 8336.3% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,197,896 | 165,752 | 0.93% | 0.98% | 17 | -48,518 | -3.89% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 1,179,459 | 163,201 | 0.02% | 0.03% | 18 | -36,587 | -3.01% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 1,108,535 | 153,387 | 0.0% | 0.0% | 19 | -287,182 | -20.58% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 1,045,428 | 144,655 | 0.15% | 0.16% | 20 | -52,440 | -4.78% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,031,925 | 142,787 | 5.5% | 5.17% | 21 | +121,832 | 13.39% | Q1 2026 | Apr 28, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 921,500 | 127,508 | 0.77% | 0.18% | 22 | +721,500 | 360.75% | Q1 2026 | May 12, 2026 |
| HF Capital, LLC | History | Added to | 903,075 | 124,958 | 52.24% | 44.67% | 23 | +373,650 | 70.58% | Q1 2026 | May 07, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 884,511 | 122,389 | 11.83% | 11.48% | 24 | -114,236 | -11.44% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 884,006 | 122,319 | 0.01% | 0.03% | 25 | -784,814 | -47.03% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 845,846 | 117,039 | 0.04% | 0.04% | 26 | +154 | 0.02% | Q1 2026 | May 13, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 840,939 | 116,361 | 16.32% | 16.89% | 27 | -11,976 | -1.4% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 794,905 | 109,991 | 1.98% | 2.14% | 28 | -16,014 | -1.97% | Q1 2026 | May 14, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 792,656 | 109,679 | 1.76% | 1.75% | 29 | +22,955 | 2.98% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 770,683 | 106,639 | 0.49% | 0.29% | 30 | +81,577 | 11.84% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 793,582 | 105,892 | 0.15% | 0.15% | 31 | -72,584 | -8.38% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 695,552 | 96,243 | 0.13% | — | 32 | +695,552 | New | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 692,578 | 95,832 | 0.16% | 0.14% | 33 | -12,665 | -1.8% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 679,655 | 93,207 | 0.65% | 0.66% | 34 | +8,083 | 1.2% | Q1 2026 | May 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 656,890 | 90,893 | 0.07% | 0.02% | 35 | +464,222 | 240.94% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 651,110 | 90,094 | 0.03% | 0.19% | 36 | +167,930 | 34.76% | Q1 2026 | May 04, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 641,700 | 88,792 | 2.09% | — | 37 | +641,700 | New | Q1 2026 | May 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 641,227 | 88,726 | 4.42% | 4.52% | 38 | -7,775 | -1.2% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 619,328 | 87,628 | 0.03% | 0.02% | 39 | +102,981 | 19.94% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 632,015 | 87,451 | 0.05% | 0.06% | 40 | -108,457 | -14.65% | Q1 2026 | Apr 30, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 612,814 | 84,850 | 2.29% | 1.83% | 41 | +121,760 | 24.8% | Q1 2026 | Apr 28, 2026 |
| Verger Capital Management LLC | History | Reduced | 604,163 | 83,598 | 24.65% | 25.81% | 42 | -11,880 | -1.93% | Q1 2026 | May 13, 2026 |
| Jasper Ridge Partners, L.P. | History | Added to | 601,046 | 83,166 | 1.85% | 0.59% | 43 | +412,817 | 219.32% | Q1 2026 | May 11, 2026 |
| Capital International Investors | History | Reduced | 574,699 | 77,118 | 0.02% | 0.02% | 44 | -187,802 | -24.63% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 540,262 | 74,756 | 0.12% | 0.0% | 45 | +527,166 | 4025.4% | Q1 2026 | May 14, 2026 |
| Metis Global Partners, LLC | History | Added to | 517,834 | 71,652 | 1.76% | 0.07% | 46 | +497,375 | 2431.08% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 514,494 | 71,191 | 0.11% | 0.16% | 47 | -203,429 | -28.34% | Q1 2026 | May 06, 2026 |
| ALLIANZ SE | History | Reduced | 508,784 | 70,400 | 0.78% | 0.95% | 48 | -10,391 | -2.0% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 463,648 | 64,153 | 0.01% | 0.02% | 49 | -221,972 | -32.38% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 459,006 | 63,512 | 0.23% | 0.18% | 50 | +132,676 | 40.66% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 439,441 | 60,806 | 0.06% | 0.07% | 51 | +6,477 | 1.5% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 433,891 | 60,037 | 0.12% | 0.12% | 52 | +1,430 | 0.33% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Added to | 433,494 | 59,982 | 0.69% | 0.68% | 53 | +11,099 | 2.63% | Q1 2026 | Apr 20, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 410,767 | 56,837 | 15.61% | 15.46% | 54 | -3,487 | -0.84% | Q1 2026 | May 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 410,591 | 56,813 | 1.17% | 1.2% | 55 | -7,293 | -1.75% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 380,560 | 52,658 | 0.02% | 0.04% | 56 | -181,162 | -32.25% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 380,357 | 52,630 | 0.02% | 0.02% | 57 | -48,141 | -11.23% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 372,021 | 51,476 | 0.01% | 0.01% | 58 | -34,064 | -8.39% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 368,160 | 50,942 | 0.01% | 0.01% | 59 | +4,025 | 1.11% | Q1 2026 | May 06, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 356,920 | 49,387 | 0.09% | 0.02% | 60 | +240,570 | 206.76% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | Added to | 341,053 | 47,191 | 0.38% | 0.34% | 61 | +19,904 | 6.2% | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | Added to | 332,083 | 45,950 | 0.14% | 0.1% | 62 | +136,681 | 69.95% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 321,195 | 44,443 | 0.19% | 0.09% | 63 | +164,543 | 105.04% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 317,211 | 43,892 | 0.17% | 0.17% | 64 | -198 | -0.06% | Q1 2026 | May 11, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 316,575 | 43,804 | 8.95% | 10.17% | 65 | +20,278 | 6.84% | Q1 2026 | Apr 13, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 306,415 | 42,398 | 0.29% | 0.37% | 66 | -303,718 | -49.78% | Q1 2026 | May 14, 2026 |
| 1832 Asset Management L.P. | History | Added to | 296,238 | 40,990 | 0.04% | 0.03% | 67 | +7,435 | 2.57% | Q1 2026 | May 14, 2026 |
| BRANDYWINE MANAGERS, LLC | History | No change | 293,679 | 40,636 | 23.92% | 20.54% | 68 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 293,370 | 40,593 | 0.05% | 0.05% | 69 | +4,025 | 1.39% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 277,582 | 38,705 | 0.08% | 0.06% | 70 | -28,021 | -9.17% | Q1 2026 | Apr 08, 2026 |
| Birnam Oak Advisors, LP | History | No change | 276,800 | 38,300 | 8.69% | 8.77% | 71 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 274,706 | 38,011 | 0.6% | 0.62% | 72 | +7,163 | 2.68% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 262,248 | 36,287 | 0.05% | 0.05% | 73 | -3,415 | -1.29% | Q1 2026 | May 15, 2026 |
| Drake & Associates, LLC | History | Added to | 256,265 | 35,459 | 6.76% | 6.3% | 74 | +32,880 | 14.72% | Q1 2026 | May 13, 2026 |
| Erste Asset Management GmbH | History | Added to | 253,157 | 35,038 | 0.32% | 0.3% | 75 | +1,355 | 0.54% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 252,281 | 34,908 | 0.06% | 0.05% | 76 | +57,604 | 29.59% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 246,537 | 34,113 | 0.05% | 0.05% | 77 | -16,436 | -6.25% | Q1 2026 | Apr 27, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 242,318 | 33,788 | 4.18% | 4.45% | 78 | -3,088 | -1.26% | Q1 2026 | Apr 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 237,510 | 32,864 | 0.01% | 0.01% | 79 | +105,722 | 80.22% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | Added to | 236,609 | 32,739 | 0.02% | 0.02% | 80 | +4,065 | 1.75% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 223,782 | 30,964 | 0.01% | 0.0% | 81 | +98,082 | 78.03% | Q1 2026 | May 15, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 223,032 | 30,860 | 1.16% | 1.52% | 82 | -65,181 | -22.62% | Q1 2026 | May 12, 2026 |
| Purpose Unlimited Inc. | History | No change | 222,800 | 30,828 | 1.27% | 1.44% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 221,702 | 30,676 | 0.03% | 0.0% | 84 | +218,751 | 7412.78% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 219,746 | 30,406 | 0.09% | 0.14% | 85 | -116,899 | -34.72% | Q1 2026 | May 13, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 217,968 | 30,160 | 3.0% | 2.89% | 86 | +10,270 | 4.94% | Q1 2026 | May 07, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 211,200 | 29,223 | 0.19% | — | 87 | +211,200 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 209,243 | 28,952 | 0.0% | 0.0% | 88 | +24,643 | 13.35% | Q1 2026 | May 15, 2026 |
| BANK HAPOALIM BM | History | Reduced | 200,000 | 27,674 | 4.25% | 2.48% | 89 | -1,782 | -0.88% | Q1 2026 | May 04, 2026 |
| Waldron Private Wealth LLC | History | Added to | 199,442 | 27,596 | 1.08% | 1.11% | 90 | +353 | 0.18% | Q1 2026 | Apr 10, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 199,172 | 27,559 | 1.48% | 1.55% | 91 | -718 | -0.36% | Q1 2026 | May 06, 2026 |
| Circle Wealth Management, LLC | History | No change | 199,113 | 27,551 | 0.39% | 0.43% | 92 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 193,609 | 26,789 | 0.07% | 0.03% | 93 | +109,878 | 131.23% | Q1 2026 | May 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 190,557 | 26,367 | 1.08% | 0.69% | 94 | +70,700 | 58.99% | Q1 2026 | Apr 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 187,029 | 25,879 | 0.24% | 0.11% | 95 | +124,773 | 200.42% | Q1 2026 | May 06, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 183,285 | 25,361 | 0.02% | 0.02% | 96 | +2,020 | 1.11% | Q1 2026 | May 06, 2026 |
| Parkwood LLC | History | New | 181,370 | 25,096 | 2.23% | — | 97 | +181,370 | New | Q1 2026 | May 15, 2026 |
| Johns Hopkins University | History | No change | 181,055 | 25,052 | 1.82% | 1.87% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Naviter Wealth, LLC | History | Reduced | 179,309 | 24,810 | 3.1% | 3.52% | 99 | -11,410 | -5.98% | Q1 2026 | Apr 10, 2026 |
| Avestar Capital, LLC | History | Added to | 176,643 | 24,442 | 1.57% | 1.21% | 100 | +44,666 | 33.84% | Q1 2026 | May 13, 2026 |
| Arlington Capital Management, Inc. | History | New | 171,025 | 23,664 | 13.35% | — | 101 | +171,025 | New | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 169,306 | 23,427 | 0.03% | 0.05% | 102 | -75,393 | -30.81% | Q1 2026 | May 15, 2026 |
| Allen Investment Management, LLC | History | Added to | 166,102 | 22,983 | 0.28% | 0.25% | 103 | +7,574 | 4.78% | Q1 2026 | May 07, 2026 |
| Guardian Partners Inc. | History | New | 165,370 | 22,882 | 1.91% | — | 104 | +165,370 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 164,794 | 22,802 | 0.04% | 0.05% | 105 | -24,964 | -13.16% | Q1 2026 | May 15, 2026 |
| Privium Fund Management (UK) Ltd | History | New | 169,300 | 22,779 | 11.54% | — | 106 | +169,300 | New | Q1 2026 | May 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 163,667 | 22,646 | 0.0% | 0.0% | 107 | +56,271 | 52.4% | Q1 2026 | May 15, 2026 |
| Bricktown Capital, LLC | History | Reduced | 160,668 | 22,231 | 4.38% | 3.91% | 108 | -3,650 | -2.22% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 155,387 | 21,500 | 0.06% | 0.04% | 109 | +40,083 | 34.76% | Q1 2026 | May 14, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 154,823 | 21,422 | 0.99% | 1.09% | 110 | -17,797 | -10.31% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 147,952 | 20,473 | 0.0% | 0.0% | 111 | -307 | -0.21% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 139,705 | 19,330 | 0.02% | 0.01% | 112 | +76,654 | 121.57% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 138,506 | 19,165 | 0.91% | 0.85% | 113 | +6,773 | 5.14% | Q1 2026 | May 18, 2026 |
| Sepio Capital, LP | History | Reduced | 135,467 | 18,744 | 1.02% | 1.05% | 114 | -230 | -0.17% | Q1 2026 | May 13, 2026 |
| Topor & Co. Korea | History | Reduced | 131,937 | 18,256 | 15.44% | 16.46% | 115 | -22,497 | -14.57% | Q1 2026 | Apr 27, 2026 |
| Centiva Capital, LP | History | Reduced | 123,500 | 17,088 | 0.13% | 0.2% | 116 | -48,400 | -28.16% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 123,320 | 17,063 | 0.03% | 0.03% | 117 | +612 | 0.5% | Q1 2026 | May 14, 2026 |
| Ashford Advisors, LLC | History | No change | 120,827 | 16,718 | 3.89% | 3.74% | 118 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 120,253 | 16,639 | 1.71% | 1.8% | 119 | +1,543 | 1.3% | Q1 2026 | May 06, 2026 |
| Janney Capital Management LLC | History | No change | 117,339 | 16,602 | 1.04% | 1.04% | 120 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Added to | 117,719 | 16,288 | 0.14% | 0.12% | 121 | +5,025 | 4.46% | Q1 2026 | May 14, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 117,513 | 16,260 | 15.31% | 15.47% | 122 | +1,660 | 1.43% | Q1 2026 | Apr 22, 2026 |
| BIP Wealth, LLC | History | Reduced | 116,150 | 16,071 | 0.65% | 0.59% | 123 | -2,028 | -1.72% | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 113,848 | 15,725 | 0.1% | 0.1% | 124 | +1,790 | 1.6% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 111,218 | 15,389 | 0.02% | 0.02% | 125 | +6,172 | 5.88% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 111,147 | 15,379 | 0.01% | 0.01% | 126 | +17,960 | 19.27% | Q1 2026 | May 07, 2026 |
| IFC Advisors LLC | History | Reduced | 104,276 | 14,428 | 2.06% | 2.16% | 127 | -371 | -0.35% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 100,000 | 14,149 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | New | 102,058 | 14,121 | 0.1% | — | 129 | +102,058 | New | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 101,479 | 14,041 | 0.03% | 0.01% | 130 | +86,660 | 584.79% | Q1 2026 | May 01, 2026 |
| TORONTO DOMINION BANK | History | New | 100,048 | 13,843 | 0.02% | — | 131 | +100,048 | New | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 97,995 | 13,559 | 1.87% | 2.04% | 132 | -5,148 | -4.99% | Q1 2026 | Apr 21, 2026 |
| Plan Group Financial, LLC | History | Added to | 97,449 | 13,483 | 3.16% | 3.56% | 133 | +420 | 0.43% | Q1 2026 | Apr 13, 2026 |
| HARDING LOEVNER LP | History | Added to | 95,512 | 13,216 | 0.14% | 0.07% | 134 | +40,443 | 73.44% | Q1 2026 | May 15, 2026 |
| Wind River Trust Co | History | No change | 94,212 | 13,036 | 4.92% | 4.98% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Added to | 90,534 | 12,527 | 0.27% | 0.27% | 136 | +1,303 | 1.46% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 88,424 | 12,511 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 87,731 | 12,139 | 0.67% | 0.67% | 138 | -1,864 | -2.08% | Q1 2026 | May 14, 2026 |
| Centennial Bank/AR/ | History | Added to | 87,215 | 12,067 | 4.33% | 4.77% | 139 | +2,350 | 2.77% | Q1 2026 | May 06, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 86,434 | 11,959 | 1.0% | 1.03% | 140 | -4 | -0.0% | Q1 2026 | Apr 13, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 86,045 | 11,906 | 6.29% | 6.77% | 141 | +4,955 | 6.11% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 85,709 | 11,859 | 0.08% | 0.08% | 142 | -5,274 | -5.8% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 85,006 | 11,762 | 0.09% | 0.1% | 143 | -276 | -0.32% | Q1 2026 | May 15, 2026 |
| Hackensack Meridian Health, Inc. | History | No change | 85,000 | 11,761 | 1.11% | 1.1% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 83,589 | 11,566 | 0.01% | 0.02% | 145 | -1,002 | -1.18% | Q1 2026 | Apr 16, 2026 |
| COOPER INVESTORS PTY LTD | History | Added to | 83,458 | 11,548 | 4.71% | 3.47% | 146 | +9,617 | 13.02% | Q1 2026 | Apr 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 83,076 | 11,495 | 1.84% | 2.23% | 147 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DT Investment Partners, LLC | History | Reduced | 82,603 | 11,429 | 0.95% | 0.97% | 148 | -185 | -0.22% | Q1 2026 | May 14, 2026 |
| NYL Investors LLC | History | Reduced | 80,925 | 11,197 | 4.23% | 4.2% | 149 | -6,407 | -7.34% | Q1 2026 | May 07, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 79,937 | 11,060 | 0.86% | 0.87% | 150 | -963 | -1.19% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 78,156 | 10,814 | 0.02% | 0.02% | 151 | -5,885 | -7.0% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 77,323 | 10,699 | 0.05% | 0.05% | 152 | +251 | 0.33% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Reduced | 76,681 | 10,610 | 0.01% | 0.01% | 153 | -12,133 | -13.66% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 75,706 | 10,475 | 0.01% | 0.02% | 154 | -60,615 | -44.46% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 73,607 | 10,185 | 0.02% | 0.01% | 155 | +33,550 | 83.76% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Added to | 74,008 | 9,931 | 0.0% | 0.0% | 156 | +16,445 | 28.57% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 71,445 | 9,886 | 0.03% | 0.02% | 157 | +5,530 | 8.39% | Q1 2026 | Apr 30, 2026 |
| EFG International AG | History | Reduced | 70,625 | 9,772 | 0.21% | 0.23% | 158 | -15,145 | -17.66% | Q1 2026 | May 15, 2026 |
| WestEnd Advisors, LLC | History | Added to | 68,550 | 9,485 | 0.23% | 0.04% | 159 | +57,474 | 518.91% | Q1 2026 | Apr 22, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 70,462 | 9,455 | 0.02% | 0.04% | 160 | -69,433 | -49.63% | Q1 2026 | May 07, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 66,551 | 9,208 | 1.09% | 0.62% | 161 | +27,564 | 70.7% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 65,315 | 9,037 | 0.0% | 0.0% | 162 | -42 | -0.06% | Q1 2026 | May 15, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 65,136 | 9,012 | 0.43% | 0.32% | 163 | +15,489 | 31.2% | Q1 2026 | May 11, 2026 |
| Able Wealth Management LLC | History | Added to | 65,095 | 9,007 | 2.41% | 2.82% | 164 | +2,195 | 3.49% | Q1 2026 | Apr 24, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 64,832 | 8,970 | 2.17% | 2.47% | 165 | -4,055 | -5.89% | Q1 2026 | May 11, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 58,578 | 8,839 | 1.1% | 1.13% | 166 | -1,508 | -2.51% | Q1 2026 | Apr 20, 2026 |
| BBR PARTNERS, LLC | History | Added to | 63,345 | 8,765 | 0.49% | 0.32% | 167 | +21,779 | 52.4% | Q1 2026 | May 12, 2026 |
| BRANDYWINE TRUST CO | History | No change | 61,715 | 8,539 | 1.55% | 1.53% | 168 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 60,553 | 8,378 | 0.17% | 0.21% | 169 | -12,442 | -17.05% | Q1 2026 | May 14, 2026 |
| Permanent Capital Management, LP | History | No change | 54,862 | 8,313 | 1.29% | 1.51% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | Reduced | 59,933 | 8,292 | 0.75% | 0.75% | 171 | -69 | -0.11% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 59,458 | 8,227 | 0.07% | 0.04% | 172 | +22,230 | 59.71% | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 59,015 | 8,165 | 0.0% | 0.0% | 173 | +23,635 | 66.8% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 58,325 | 8,070 | 0.14% | 0.15% | 174 | +968 | 1.69% | Q1 2026 | May 07, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 58,124 | 8,042 | 1.17% | 1.13% | 175 | +108 | 0.19% | Q1 2026 | May 15, 2026 |
| Altrafin AG | History | Reduced | 57,500 | 7,956 | 2.74% | 3.57% | 176 | -22,000 | -27.67% | Q1 2026 | Apr 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 57,093 | 7,899 | 0.22% | 0.16% | 177 | +12,602 | 28.32% | Q1 2026 | Apr 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 55,807 | 7,896 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 56,181 | 7,773 | 0.53% | 0.58% | 179 | -2,711 | -4.6% | Q1 2026 | Apr 29, 2026 |
| Rothschild Capital Partners, LLC | History | No change | 51,937 | 7,186 | 1.76% | 1.73% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 50,275 | 6,956 | 0.29% | 0.3% | 181 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sava Infond d.o.o. | History | Added to | 50,150 | 6,939 | 0.98% | 0.95% | 182 | +200 | 0.4% | Q1 2026 | May 11, 2026 |
| OneAscent Financial Services LLC | History | New | 49,491 | 6,848 | 0.37% | — | 183 | +49,491 | New | Q1 2026 | Apr 21, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 48,597 | 6,724 | 0.21% | 0.13% | 184 | +20,619 | 73.7% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 48,398 | 6,696 | 0.08% | 0.07% | 185 | +4,251 | 9.63% | Q1 2026 | Apr 28, 2026 |
| Verum Partners LLC | History | Reduced | 46,833 | 6,480 | 1.23% | 1.34% | 186 | -295 | -0.63% | Q1 2026 | Apr 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 46,611 | 6,449 | 0.57% | 0.57% | 187 | +164 | 0.35% | Q1 2026 | May 12, 2026 |
| LexAurum Advisors, LLC | History | New | 46,401 | 6,420 | 0.83% | — | 188 | +46,401 | New | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Reduced | 46,144 | 6,384 | 0.0% | 0.0% | 189 | -2,260 | -4.67% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 44,523 | 6,160 | 0.27% | 0.3% | 190 | -856 | -1.89% | Q1 2026 | May 12, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 44,053 | 6,095 | 0.4% | 0.4% | 191 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VPR Management LLC | History | No change | 43,700 | 6,046 | 2.42% | 2.75% | 192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 43,659 | 6,041 | 0.03% | 0.03% | 193 | +7,325 | 20.16% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 42,628 | 5,898 | 0.07% | 0.08% | 194 | -4,919 | -10.35% | Q1 2026 | May 05, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 42,464 | 5,875 | 0.21% | 0.05% | 195 | +30,489 | 254.61% | Q1 2026 | May 13, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 42,305 | 5,853 | 1.49% | 1.57% | 196 | -764 | -1.77% | Q1 2026 | Apr 28, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 42,299 | 5,852 | 1.06% | 0.93% | 197 | +7,873 | 22.87% | Q1 2026 | May 14, 2026 |
| Y.D. More Investments Ltd | History | Added to | 42,739 | 5,841 | 0.23% | 0.22% | 198 | +10,110 | 30.98% | Q1 2026 | May 04, 2026 |
| MayTech Global Investments, LLC | History | Added to | 42,117 | 5,827 | 0.71% | 0.49% | 199 | +8,024 | 23.54% | Q1 2026 | May 14, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 42,046 | 5,817 | 0.2% | 0.21% | 200 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 41,870 | 5,793 | 0.0% | 0.0% | 201 | +1,460 | 3.61% | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 41,674 | 5,766 | 0.05% | 0.05% | 202 | -10,300 | -19.82% | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | Reduced | 40,862 | 5,654 | 0.8% | 0.79% | 203 | -483 | -1.17% | Q1 2026 | Apr 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 40,588 | 5,616 | 0.96% | 0.98% | 204 | -452 | -1.1% | Q1 2026 | May 04, 2026 |
| Atwater Malick LLC | History | Added to | 40,228 | 5,566 | 1.5% | 1.53% | 205 | +932 | 2.37% | Q1 2026 | Apr 22, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 35,611 | 5,519 | 0.08% | 0.05% | 206 | +8,138 | 29.62% | Q1 2026 | Apr 22, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 39,633 | 5,483 | 0.03% | 0.03% | 207 | -86 | -0.22% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Reduced | 39,425 | 5,455 | 0.08% | 0.08% | 208 | -536 | -1.34% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 39,160 | 5,418 | 0.07% | 0.07% | 209 | +3,128 | 8.68% | Q1 2026 | Apr 21, 2026 |
| Vivaldi Capital Management LP | History | Added to | 39,054 | 5,403 | 0.75% | 0.72% | 210 | +1,557 | 4.15% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 38,098 | 5,271 | 0.07% | 0.08% | 211 | +271 | 0.72% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 37,990 | 5,256 | 0.36% | 0.34% | 212 | +3,128 | 8.97% | Q1 2026 | Apr 21, 2026 |
| Hirtle & Co., LLC | History | Added to | 37,862 | 5,238 | 0.18% | 0.08% | 213 | +21,042 | 125.1% | Q1 2026 | May 13, 2026 |
| Centerstone Investors, LLC | History | No change | 36,984 | 5,232 | 16.45% | 16.45% | 214 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Advisor OS, LLC | History | Added to | 37,024 | 5,122 | 0.37% | 0.41% | 215 | +663 | 1.82% | Q1 2026 | May 07, 2026 |
| Procyon Advisors, LLC | History | Reduced | 36,886 | 5,103 | 0.25% | 0.26% | 216 | -500 | -1.34% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | Reduced | 36,813 | 5,093 | 0.05% | 0.06% | 217 | -1,936 | -5.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 36,273 | 5,019 | 0.12% | 0.11% | 218 | +167 | 0.46% | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 35,047 | 4,958 | 0.3% | 0.3% | 219 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | New | 35,588 | 4,924 | 0.03% | — | 220 | +35,588 | New | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Reduced | 35,412 | 4,899 | 0.09% | 0.09% | 221 | -1 | -0.0% | Q1 2026 | Apr 16, 2026 |
| Brown University | History | New | 35,400 | 4,898 | 4.81% | — | 222 | +35,400 | New | Q1 2026 | Apr 30, 2026 |
| HighPoint Advisor Group LLC | History | New | 35,306 | 4,885 | 0.2% | — | 223 | +35,306 | New | Q1 2026 | May 14, 2026 |
| Clarius Group, LLC | History | No change | 34,459 | 4,875 | 0.28% | 0.28% | 224 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SB Capital Management Inc | History | No change | 34,439 | 4,872 | 1.79% | 1.79% | 225 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 34,900 | 4,829 | 0.0% | 0.0% | 226 | -97,185 | -73.58% | Q1 2026 | May 12, 2026 |
| Financial Council, LLC | History | Added to | 34,747 | 4,807 | 1.85% | 1.96% | 227 | +39 | 0.11% | Q1 2026 | Apr 21, 2026 |
| BARINGS LLC | History | Added to | 34,394 | 4,759 | 0.08% | 0.09% | 228 | +966 | 2.89% | Q1 2026 | May 06, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 34,207 | 4,729 | 0.03% | 0.03% | 229 | +12,100 | 54.73% | Q1 2026 | May 05, 2026 |
| Intergy Private Wealth, LLC | History | No change | 32,909 | 4,553 | 1.34% | 1.4% | 230 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 32,728 | 4,528 | 0.43% | 0.45% | 231 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 32,723 | 4,527 | 1.55% | 1.86% | 232 | -2 | -0.01% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 32,654 | 4,518 | 0.14% | 0.16% | 233 | -5,776 | -15.03% | Q1 2026 | May 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 32,260 | 4,463 | 0.04% | 0.01% | 234 | +24,383 | 309.55% | Q1 2026 | May 14, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 32,218 | 4,458 | 0.98% | 0.98% | 235 | -84 | -0.26% | Q1 2026 | Apr 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 32,196 | 4,454 | 0.1% | 0.19% | 236 | -30,252 | -48.44% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 31,909 | 4,415 | 0.48% | 0.43% | 237 | +3,441 | 12.09% | Q1 2026 | Apr 28, 2026 |
| Well Done, LLC | History | Reduced | 31,723 | 4,389 | 0.64% | 0.68% | 238 | -234 | -0.73% | Q1 2026 | Apr 14, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 31,062 | 4,298 | 3.4% | 3.59% | 239 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BSW Wealth Partners | History | Reduced | 30,996 | 4,288 | 0.52% | 0.53% | 240 | -30 | -0.1% | Q1 2026 | Apr 14, 2026 |
| BARCLAYS PLC | History | Reduced | 30,889 | 4,274 | 0.0% | 0.0% | 241 | -67 | -0.22% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 30,795 | 4,261 | 0.0% | 0.0% | 242 | +18,526 | 151.0% | Q1 2026 | May 12, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 30,403 | 4,207 | 1.19% | 1.37% | 243 | -3,111 | -9.28% | Q1 2026 | Apr 30, 2026 |
| National Philanthropic Trust | History | No change | 30,329 | 4,196 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 31,243 | 4,192 | 1.39% | 1.43% | 245 | +551 | 1.8% | Q1 2026 | Apr 27, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 28,860 | 3,993 | 0.57% | — | 246 | +28,860 | New | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | Added to | 27,575 | 3,815 | 0.02% | 0.02% | 247 | +210 | 0.77% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 27,187 | 3,761 | 0.0% | 0.0% | 248 | -10,207 | -27.3% | Q1 2026 | May 13, 2026 |
| SNS Financial Group, LLC | History | Reduced | 27,154 | 3,757 | 0.32% | 0.33% | 249 | -150 | -0.55% | Q1 2026 | Apr 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 27,121 | 3,752 | 3.15% | 3.19% | 250 | -199 | -0.73% | Q1 2026 | May 15, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 27,077 | 3,746 | 2.85% | 2.82% | 251 | -115 | -0.42% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 26,824 | 3,711 | 0.26% | 0.26% | 252 | +1,157 | 4.51% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 26,718 | 3,696 | 0.06% | 0.06% | 253 | -334 | -1.23% | Q1 2026 | Apr 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 26,673 | 3,690 | 0.21% | 0.22% | 254 | -627 | -2.3% | Q1 2026 | Apr 20, 2026 |
| PAX Financial Group, LLC | History | Reduced | 26,503 | 3,667 | 0.63% | 0.74% | 255 | -3,697 | -12.24% | Q1 2026 | Apr 27, 2026 |
| GQG Partners LLC | History | Reduced | 26,342 | 3,645 | 0.01% | 0.01% | 256 | -28,447 | -51.92% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 26,146 | 3,617 | 0.1% | 0.1% | 257 | -58 | -0.22% | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 26,114 | 3,613 | 0.54% | 0.53% | 258 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 25,458 | 3,522 | 0.11% | 0.11% | 259 | +476 | 1.91% | Q1 2026 | May 13, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 25,083 | 3,503 | 0.38% | 0.36% | 260 | +1,580 | 6.72% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 25,262 | 3,495 | 0.01% | 0.01% | 261 | +7,713 | 43.95% | Q1 2026 | May 05, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 25,247 | 3,493 | 0.2% | 0.24% | 262 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 25,043 | 3,465 | 1.88% | 1.56% | 263 | -156 | -0.62% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 23,804 | 3,368 | 0.02% | 0.02% | 264 | +3,508 | 17.28% | Q1 2026 | May 15, 2026 |
| St. Louis Trust Co | History | No change | 24,045 | 3,327 | 0.39% | 0.39% | 265 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 23,912 | 3,308 | 0.02% | 0.02% | 266 | -164 | -0.68% | Q1 2026 | May 05, 2026 |
| Arkos Global Advisors | History | Reduced | 23,634 | 3,270 | 0.41% | 0.43% | 267 | -70 | -0.3% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 23,479 | 3,248 | 0.02% | 0.01% | 268 | +12,895 | 121.83% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 23,296 | 3,223 | 0.02% | 0.02% | 269 | +194 | 0.84% | Q1 2026 | May 12, 2026 |
| PFW Advisors LLC | History | Reduced | 22,968 | 3,178 | 1.0% | 1.06% | 270 | -1,903 | -7.65% | Q1 2026 | Apr 10, 2026 |
| Summit Financial, LLC | History | Added to | 22,813 | 3,156 | 0.04% | 0.05% | 271 | +1,130 | 5.21% | Q1 2026 | May 15, 2026 |
| RDA Financial Network | History | Added to | 22,667 | 3,136 | 0.78% | 0.76% | 272 | +371 | 1.66% | Q1 2026 | Apr 08, 2026 |
| Rothschild Wealth LLC | History | New | 22,485 | 3,111 | 0.28% | — | 273 | +22,485 | New | Q1 2026 | May 06, 2026 |
| Aries Wealth Management | History | Added to | 22,077 | 3,054 | 0.67% | 0.67% | 274 | +537 | 2.49% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 22,032 | 3,048 | 0.0% | 0.01% | 275 | -3,374 | -13.28% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 21,856 | 3,024 | 0.9% | 1.93% | 276 | -22,739 | -50.99% | Q1 2026 | Apr 20, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 21,150 | 2,926 | 0.4% | 0.45% | 277 | -594 | -2.73% | Q1 2026 | Apr 16, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 20,489 | 2,835 | 1.12% | 1.22% | 278 | -974 | -4.54% | Q1 2026 | Apr 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 20,125 | 2,784 | 0.01% | 0.01% | 279 | +630 | 3.23% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 19,966 | 2,762 | 0.02% | 0.02% | 280 | +1,273 | 6.81% | Q1 2026 | May 15, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 19,565 | 2,707 | 0.49% | 0.5% | 281 | -46 | -0.23% | Q1 2026 | May 15, 2026 |
| Veltria Advisors Corp. | History | Added to | 17,090 | 2,603 | 8.64% | 10.41% | 282 | +613 | 3.72% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 18,566 | 2,568 | 0.04% | 0.04% | 283 | +358 | 1.97% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,393 | 2,545 | 0.04% | 0.01% | 284 | +15,427 | 520.13% | Q1 2026 | Apr 14, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 18,226 | 2,521 | 0.99% | 1.1% | 285 | -1,682 | -8.45% | Q1 2026 | Apr 23, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 17,949 | 2,483 | 0.0% | 0.01% | 286 | -14,576 | -44.81% | Q1 2026 | May 15, 2026 |
| WEST BANCORPORATION INC | History | Added to | 17,881 | 2,474 | 1.23% | 1.18% | 287 | +1,901 | 11.9% | Q1 2026 | Apr 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 17,647 | 2,441 | 0.08% | 0.09% | 288 | +11 | 0.06% | Q1 2026 | May 07, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 17,387 | 2,405 | 0.07% | 0.08% | 289 | -38 | -0.22% | Q1 2026 | May 08, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 17,285 | 2,391 | 0.67% | 0.8% | 290 | -3,267 | -15.9% | Q1 2026 | Apr 20, 2026 |
| ASPIRIANT, LLC | History | Added to | 17,243 | 2,385 | 0.07% | 0.07% | 291 | +402 | 2.39% | Q1 2026 | May 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 17,152 | 2,373 | 0.04% | 0.03% | 292 | +2,779 | 19.33% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Reduced | 16,875 | 2,335 | 0.01% | 0.01% | 293 | -132 | -0.78% | Q1 2026 | May 04, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 16,704 | 2,311 | 0.03% | 0.03% | 294 | +403 | 2.47% | Q1 2026 | Apr 08, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 16,283 | 2,253 | 0.07% | 0.3% | 295 | -53,270 | -76.59% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 16,213 | 2,243 | 0.01% | 0.01% | 296 | -2,440 | -13.08% | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,196 | 2,241 | 0.01% | 0.01% | 297 | +2,870 | 21.54% | Q1 2026 | May 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 16,103 | 2,228 | 0.59% | 0.51% | 298 | +78 | 0.49% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,031 | 2,218 | 0.01% | 0.0% | 299 | +4,124 | 34.64% | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | Added to | 15,914 | 2,202 | 0.0% | 0.0% | 300 | +5,942 | 59.59% | Q1 2026 | May 15, 2026 |