iSHARES TRUST - ACWX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,161,717 | 490,362 | 0.04% | 0.04% | 1 | -76,711 | -1.06% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,121,820 | 419,161 | 0.03% | 0.02% | 2 | +785,134 | 14.71% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 5,501,207 | 376,667 | 5.15% | — | 3 | +5,501,207 | New | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 4,612,061 | 315,787 | 0.01% | 0.01% | 4 | +168,693 | 3.8% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 3,570,520 | 244,473 | 0.04% | 0.03% | 5 | +809,002 | 29.3% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,152,154 | 147,357 | 0.04% | 0.03% | 6 | +450,604 | 26.48% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,123,122 | 140,741 | 0.01% | 0.0% | 7 | +1,268,872 | 148.54% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 1,801,870 | 123,374 | 0.14% | 0.13% | 8 | +119,289 | 7.09% | Q1 2026 | May 14, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 1,677,698 | 114,871 | 9.88% | 9.22% | 9 | +65,595 | 4.07% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,629,946 | 111,464 | 0.03% | 0.03% | 10 | -273,810 | -14.38% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 1,521,366 | 104,167 | 0.15% | 0.09% | 11 | +583,164 | 62.16% | Q1 2026 | May 15, 2026 |
| Sageworth Trust Co | History | Reduced | 1,412,315 | 96,701 | 4.16% | 4.09% | 12 | -11,463 | -0.81% | Q1 2026 | Apr 29, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 1,290,721 | 88,375 | 2.97% | 0.29% | 13 | +1,168,514 | 956.18% | Q1 2026 | May 14, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 1,270,962 | 87,022 | 7.11% | 6.4% | 14 | +145,750 | 12.95% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,294,483 | 86,898 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 1,194,344 | 81,776 | 6.85% | — | 16 | +1,194,344 | New | Q1 2026 | May 07, 2026 |
| GM Advisory Group, LLC | History | Added to | 1,092,037 | 74,771 | 2.88% | 2.68% | 17 | +73,782 | 7.25% | Q1 2026 | Apr 28, 2026 |
| Calamos Advisors LLC | History | Added to | 1,071,798 | 73,385 | 0.26% | 0.01% | 18 | +1,035,798 | 2877.22% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,060,215 | 72,592 | 0.01% | 0.0% | 19 | +1,048,749 | 9146.6% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,077,223 | 72,313 | 0.34% | 0.34% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Calamos Wealth Management LLC | History | Added to | 1,033,585 | 70,769 | 2.43% | 2.27% | 21 | +53,188 | 5.43% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 1,007,279 | 68,968 | 0.02% | 0.01% | 22 | +563,231 | 126.84% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 995,401 | 68,155 | 0.19% | 0.17% | 23 | -53,415 | -5.09% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 961,195 | 65,812 | 0.01% | 0.01% | 24 | +182,577 | 23.45% | Q1 2026 | May 11, 2026 |
| TLWM | History | Added to | 940,099 | 64,368 | 11.59% | 9.54% | 25 | +163,383 | 21.04% | Q1 2026 | Apr 08, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 933,709 | 63,931 | 0.42% | 0.4% | 26 | -5,071 | -0.54% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 867,021 | 59,364 | 0.01% | 0.01% | 27 | -452,183 | -34.28% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 857,041 | 58,679 | 0.1% | 0.11% | 28 | -33,830 | -3.8% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 831,835 | 56,955 | 1.58% | 1.39% | 29 | +77,372 | 10.26% | Q1 2026 | Apr 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 748,898 | 51,277 | 4.08% | 2.42% | 30 | +285,297 | 61.54% | Q1 2026 | Apr 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 731,003 | 50,051 | 0.37% | 0.39% | 31 | +8,460 | 1.17% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 699,978 | 47,927 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMG National Trust Bank | History | Added to | 696,635 | 47,698 | 1.03% | 1.1% | 33 | +486 | 0.07% | Q1 2026 | May 04, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 694,804 | 47,573 | 1.72% | 1.81% | 34 | -24,182 | -3.36% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 669,479 | 45,839 | 0.16% | 0.13% | 35 | +162,309 | 32.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 629,516 | 43,102 | 0.05% | 0.05% | 36 | -35,659 | -5.36% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 562,554 | 38,518 | 0.04% | 0.03% | 37 | +118,507 | 26.69% | Q1 2026 | May 13, 2026 |
| WHI TRUST Co LLC | History | Added to | 549,746 | 37,641 | 28.36% | 27.32% | 38 | +21,581 | 4.09% | Q1 2026 | Apr 24, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 549,017 | 37,591 | 0.03% | 0.03% | 39 | -288,157 | -34.42% | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 536,012 | 36,701 | 0.29% | 0.16% | 40 | +247,888 | 86.04% | Q1 2026 | Apr 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 527,619 | 36,126 | 0.1% | 0.08% | 41 | +96,758 | 22.46% | Q1 2026 | May 08, 2026 |
| Abundance Wealth Counselors | History | Reduced | 512,359 | 35,081 | 5.03% | 5.86% | 42 | -4,290 | -0.83% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 491,882 | 33,679 | 4.69% | — | 43 | +491,882 | New | Q1 2026 | Apr 24, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 473,700 | 32,434 | 0.75% | 0.7% | 44 | +40,600 | 9.37% | Q1 2026 | May 15, 2026 |
| Resolute Advisors LLC | History | No change | 473,497 | 32,420 | 13.4% | 10.37% | 45 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 472,592 | 32,358 | 0.01% | 0.01% | 46 | +9,313 | 2.01% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 471,698 | 31,665 | 0.01% | 0.01% | 47 | -84,364 | -15.17% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 456,360 | 31,246 | 0.01% | 0.01% | 48 | +101,632 | 28.65% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 456,042 | 31,225 | 1.64% | 1.13% | 49 | +75,083 | 19.71% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 455,421 | 31,182 | 0.15% | 0.11% | 50 | +161,436 | 54.91% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 440,482 | 30,159 | 0.17% | 0.0% | 51 | +436,517 | 11009.26% | Q1 2026 | May 15, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 439,844 | 30,116 | 3.92% | 2.35% | 52 | +169,293 | 62.57% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 439,001 | 30,058 | 0.11% | 0.13% | 53 | -28,704 | -6.14% | Q1 2026 | Apr 30, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 436,044 | 29,855 | 0.06% | 0.05% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 432,819 | 29,635 | 0.01% | 0.01% | 55 | +35,050 | 8.81% | Q1 2026 | May 13, 2026 |
| Cadence Bank | History | No change | 437,986 | 29,401 | 1.72% | 1.72% | 56 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 429,042 | 29,376 | 0.43% | 0.44% | 57 | -3,786 | -0.87% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 428,458 | 29,336 | 0.04% | 0.02% | 58 | +184,336 | 75.51% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 426,295 | 29,188 | 0.01% | 0.05% | 59 | +139,095 | 48.43% | Q1 2026 | May 04, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 410,680 | 28,119 | 0.17% | 0.2% | 60 | -47,200 | -10.31% | Q1 2026 | May 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 395,844 | 27,103 | 0.12% | 0.06% | 61 | +180,913 | 84.17% | Q1 2026 | May 08, 2026 |
| Financial Council, LLC | History | Added to | 387,256 | 26,515 | 10.23% | 5.65% | 62 | +176,527 | 83.77% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 366,241 | 25,075 | 0.0% | 0.01% | 63 | -487,277 | -57.09% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 347,407 | 23,786 | 0.04% | 0.02% | 64 | +154,795 | 80.37% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 346,431 | 23,720 | 0.13% | 0.13% | 65 | +9,132 | 2.71% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 302,240 | 21,990 | 1.41% | 1.41% | 66 | -4,493 | -1.46% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 316,932 | 21,700 | 0.16% | 0.2% | 67 | -51,344 | -13.94% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 316,643 | 21,680 | 0.02% | 0.02% | 68 | +13,104 | 4.32% | Q1 2026 | May 05, 2026 |
| Heritage Wealth Advisors | History | No change | 308,971 | 21,155 | 0.83% | 0.79% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 305,845 | 20,941 | 0.04% | — | 70 | +305,845 | New | Q1 2026 | May 01, 2026 |
| Proficio Capital Partners LLC | History | New | 302,005 | 20,678 | 1.1% | — | 71 | +302,005 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 289,450 | 19,818 | 0.05% | 0.05% | 72 | +10,351 | 3.71% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 282,189 | 19,322 | 0.05% | 0.04% | 73 | +4,241 | 1.53% | Q1 2026 | Apr 22, 2026 |
| Madrona Financial Services, LLC | History | Added to | 281,781 | 19,293 | 4.22% | 2.82% | 74 | +85,186 | 43.33% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 286,298 | 19,219 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gotham Asset Management, LLC | History | Added to | 267,998 | 18,349 | 0.06% | 0.05% | 76 | +52,757 | 24.51% | Q1 2026 | May 15, 2026 |
| Atwater Malick LLC | History | Added to | 264,329 | 18,098 | 4.89% | 4.2% | 77 | +37,509 | 16.54% | Q1 2026 | Apr 22, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 263,169 | 18,019 | 0.19% | 0.2% | 78 | +22,828 | 9.5% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 257,821 | 17,652 | 0.02% | 0.02% | 79 | -6,461 | -2.44% | Q1 2026 | May 13, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 254,500 | 17,425 | 0.61% | 0.56% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 246,494 | 16,877 | 0.35% | 0.34% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Horst & Graben Wealth Management LLC | History | New | 229,400 | 16,789 | 2.3% | — | 82 | +229,400 | New | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 243,954 | 16,703 | 0.03% | 0.02% | 83 | +70,152 | 40.36% | Q1 2026 | May 14, 2026 |
| Legacy Private Trust Co. | History | Reduced | 231,222 | 15,831 | 0.97% | 0.97% | 84 | -15,271 | -6.2% | Q1 2026 | Apr 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 229,895 | 15,740 | 0.0% | 0.0% | 85 | +115,126 | 100.31% | Q1 2026 | May 05, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 223,917 | 15,331 | 4.31% | 2.19% | 86 | +106,052 | 89.98% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | Reduced | 219,671 | 15,040 | 0.51% | 0.51% | 87 | -7,759 | -3.41% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Added to | 396,402 | 14,970 | 0.02% | 0.03% | 88 | +36,680 | 10.2% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 218,606 | 14,967 | 0.0% | 0.0% | 89 | +13,661 | 6.67% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 214,958 | 14,896 | 0.17% | 0.13% | 90 | +37,615 | 21.21% | Q1 2026 | Apr 28, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 211,992 | 14,515 | 0.28% | 0.26% | 91 | +4,336 | 2.09% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 210,866 | 14,438 | 0.02% | 0.01% | 92 | +96,910 | 85.04% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 196,174 | 14,140 | 0.25% | 0.06% | 93 | +176,396 | 891.88% | Q1 2026 | May 01, 2026 |
| BAILARD, INC. | History | Reduced | 205,696 | 14,084 | 0.32% | 0.32% | 94 | -6,698 | -3.15% | Q1 2026 | May 11, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 197,399 | 13,515 | 6.43% | 10.0% | 95 | -217,125 | -52.38% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 196,245 | 13,436 | 0.12% | 0.07% | 96 | +117,705 | 149.87% | Q1 2026 | May 06, 2026 |
| CMH Wealth Management LLC | History | Added to | 194,199 | 13,296 | 2.28% | 2.75% | 97 | +3,070 | 1.61% | Q1 2026 | Apr 13, 2026 |
| Lido Advisors, LLC | History | Added to | 189,648 | 12,985 | 0.04% | 0.04% | 98 | +1,930 | 1.03% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 187,191 | 12,816 | 0.02% | 0.02% | 99 | -64,511 | -25.63% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 183,318 | 12,551 | 0.06% | 0.03% | 100 | +52,023 | 39.62% | Q1 2026 | May 14, 2026 |
| FFG Partners, LLC | History | Added to | 182,757 | 12,513 | 4.95% | 2.37% | 101 | +60,732 | 49.77% | Q1 2026 | Apr 17, 2026 |
| One Wealth Advisors, LLC | History | New | 182,313 | 12,482 | 1.55% | — | 102 | +182,313 | New | Q1 2026 | Apr 21, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 181,809 | 12,448 | 4.5% | 3.71% | 103 | +33,253 | 22.38% | Q1 2026 | Apr 27, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 174,436 | 11,709 | 1.08% | 1.05% | 104 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 168,960 | 11,568 | 0.01% | 0.01% | 105 | +16,556 | 10.86% | Q1 2026 | May 12, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 166,525 | 11,401 | 5.86% | 4.96% | 106 | +29,895 | 21.88% | Q1 2026 | Apr 24, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 165,855 | 11,356 | 4.44% | 4.27% | 107 | -1,930 | -1.15% | Q1 2026 | Apr 27, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 151,255 | 11,263 | 0.78% | — | 108 | +151,255 | New | Q1 2026 | Apr 29, 2026 |
| Trust Co | History | Added to | 163,622 | 11,203 | 1.05% | 1.02% | 109 | +1,963 | 1.21% | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 162,064 | 11,096 | 0.06% | 0.01% | 110 | +140,214 | 641.71% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 159,438 | 10,916 | 0.01% | 0.01% | 111 | -14,043 | -8.09% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 148,459 | 10,165 | 0.03% | 0.02% | 112 | +36,921 | 33.1% | Q1 2026 | Apr 30, 2026 |
| ICONIQ Capital, LLC | History | No change | 146,489 | 10,030 | 0.22% | 0.15% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 140,308 | 9,606 | 0.02% | 0.01% | 114 | +102,597 | 272.06% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 140,070 | 9,590 | 0.05% | 0.03% | 115 | +9,074 | 6.93% | Q1 2026 | Apr 29, 2026 |
| CIBC Bancorp USA Inc. | History | New | 138,640 | 9,532 | 0.01% | — | 116 | +138,640 | New | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 137,402 | 9,471 | 0.02% | 0.01% | 117 | +34,864 | 34.0% | Q1 2026 | Apr 08, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 136,270 | 9,330 | 0.49% | 0.48% | 118 | -1,750 | -1.27% | Q1 2026 | Apr 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 135,300 | 9,263 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 130,501 | 8,935 | 0.69% | 0.69% | 120 | -4,550 | -3.37% | Q1 2026 | Apr 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 129,126 | 8,841 | 0.07% | 0.08% | 121 | -8,363 | -6.08% | Q1 2026 | May 01, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 127,204 | 8,709 | 0.42% | 1.32% | 122 | -297,825 | -70.07% | Q1 2026 | Apr 09, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 125,055 | 8,562 | 0.31% | 0.31% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 124,347 | 8,514 | 1.45% | 1.41% | 124 | +2,015 | 1.65% | Q1 2026 | May 13, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 123,757 | 8,474 | 0.84% | 0.82% | 125 | -244 | -0.2% | Q1 2026 | May 07, 2026 |
| Hopwood Financial Services, Inc. | History | New | 123,444 | 8,452 | 5.7% | — | 126 | +123,444 | New | Q1 2026 | May 07, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 120,651 | 8,260 | 6.5% | 5.65% | 127 | +18,903 | 18.58% | Q1 2026 | May 05, 2026 |
| BANK OF NOVA SCOTIA | History | New | 119,920 | 8,210 | 0.01% | — | 128 | +119,920 | New | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 118,150 | 8,089 | 0.0% | 0.0% | 129 | +50,191 | 73.85% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 117,232 | 8,026 | 0.97% | 0.26% | 130 | +85,026 | 264.01% | Q1 2026 | Apr 23, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 115,469 | 7,906 | 0.35% | — | 131 | +115,469 | New | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 112,509 | 7,703 | 0.0% | 0.0% | 132 | +48,338 | 75.33% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Reduced | 103,308 | 7,693 | 0.11% | 0.14% | 133 | -4,348 | -4.04% | Q1 2026 | Apr 20, 2026 |
| Scarborough Advisors, LLC | History | New | 112,335 | 7,691 | 0.84% | — | 134 | +112,335 | New | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 110,079 | 7,537 | 0.09% | 0.1% | 135 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 108,882 | 7,455 | 0.04% | 0.0% | 136 | +108,419 | 23416.63% | Q1 2026 | May 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 108,337 | 7,417 | 0.34% | 0.17% | 137 | +63,132 | 139.66% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 107,031 | 7,328 | 0.1% | 0.07% | 138 | +36,886 | 52.59% | Q1 2026 | May 15, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 106,750 | 7,309 | 0.5% | 0.49% | 139 | -779 | -0.72% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 105,858 | 7,248 | 0.06% | 0.04% | 140 | +24,035 | 29.37% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 104,400 | 7,149 | 0.0% | 0.0% | 141 | -142,840 | -57.77% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 103,298 | 7,072 | 0.04% | 0.03% | 142 | +27,485 | 36.25% | Q1 2026 | May 08, 2026 |
| Clarendon Private LLC | History | Added to | 99,715 | 6,827 | 5.24% | 4.25% | 143 | +25,065 | 33.58% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 98,757 | 6,761 | 0.44% | 0.44% | 144 | -841 | -0.84% | Q1 2026 | May 07, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 98,306 | 6,731 | 0.34% | 0.32% | 145 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 97,375 | 6,667 | 0.08% | 0.08% | 146 | -2,176 | -2.19% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 95,361 | 6,529 | 0.04% | 0.02% | 147 | +32,985 | 52.88% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 94,524 | 6,472 | 0.0% | 0.0% | 148 | +91,324 | 2853.88% | Q1 2026 | May 15, 2026 |
| Adams Wealth Management | History | Added to | 93,786 | 6,421 | 1.41% | 1.34% | 149 | +532 | 0.57% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 93,786 | 6,421 | 1.24% | 1.16% | 150 | +532 | 0.57% | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 87,082 | 6,411 | 0.11% | 0.1% | 151 | +1,111 | 1.29% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Added to | 93,626 | 6,410 | 0.31% | 0.07% | 152 | +73,967 | 376.25% | Q1 2026 | May 04, 2026 |
| Hobbs Wealth Management, LLC | History | New | 93,343 | 6,391 | 6.32% | — | 153 | +93,343 | New | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 91,921 | 6,293 | 0.23% | 0.17% | 154 | +22,043 | 31.54% | Q1 2026 | Apr 28, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 90,000 | 6,162 | 0.07% | 0.06% | 155 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 90,132 | 6,050 | 7.68% | — | 156 | +90,132 | New | Q1 2026 | May 07, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 88,074 | 6,030 | 0.12% | 0.1% | 157 | +13,185 | 17.61% | Q1 2026 | May 12, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 88,049 | 6,028 | 4.0% | 3.99% | 158 | -79 | -0.09% | Q1 2026 | May 04, 2026 |
| Pathstone Holdings, LLC | History | Added to | 87,243 | 5,973 | 0.02% | 0.02% | 159 | +25,531 | 41.37% | Q1 2026 | May 11, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 87,100 | 5,963 | 0.42% | 0.43% | 160 | -1,406 | -1.59% | Q1 2026 | May 12, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 86,196 | 5,901 | 2.12% | 2.12% | 161 | -1,616 | -1.84% | Q1 2026 | May 06, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 84,967 | 5,817 | 1.26% | 1.28% | 162 | +354 | 0.42% | Q1 2026 | Apr 27, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 78,246 | 5,357 | 4.24% | 5.43% | 163 | +6,908 | 9.68% | Q1 2026 | May 15, 2026 |
| Investment Research Partners LLC | History | Added to | 76,855 | 5,262 | 2.14% | 2.13% | 164 | +3,050 | 4.13% | Q1 2026 | Apr 29, 2026 |
| Daviman Financial, LLC | History | New | 76,773 | 5,256 | 3.11% | — | 165 | +76,773 | New | Q1 2026 | Apr 23, 2026 |
| Ballentine Partners, LLC | History | Reduced | 76,071 | 5,208 | 0.07% | 0.07% | 166 | -77 | -0.1% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 74,614 | 5,108 | 0.11% | 0.1% | 167 | +442 | 0.6% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 73,406 | 5,026 | 0.08% | 0.07% | 168 | +1,429 | 1.99% | Q1 2026 | Apr 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 75,188 | 5,006 | 0.15% | 0.08% | 169 | +36,590 | 94.8% | Q1 2026 | May 11, 2026 |
| Rathbones Group PLC | History | Added to | 73,014 | 4,999 | 0.02% | 0.02% | 170 | +710 | 0.98% | Q1 2026 | May 12, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 72,840 | 4,987 | 0.43% | 0.38% | 171 | +5,347 | 7.92% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Reduced | 72,585 | 4,969 | 0.06% | 0.06% | 172 | -8,426 | -10.4% | Q1 2026 | May 05, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 71,192 | 4,874 | 2.28% | 2.26% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | New | 71,142 | 4,871 | 1.53% | — | 174 | +71,142 | New | Q1 2026 | May 08, 2026 |
| Asempa Wealth Advisors | History | Added to | 68,062 | 4,722 | 4.11% | 3.07% | 175 | +15,059 | 28.41% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 67,927 | 4,650 | 0.05% | 0.05% | 176 | -1,577 | -2.27% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 67,792 | 4,641 | 0.1% | 0.09% | 177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| St. Louis Trust Co | History | Reduced | 66,268 | 4,537 | 0.53% | 0.52% | 178 | -893 | -1.33% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 65,477 | 4,483 | 0.05% | 0.05% | 179 | +6,249 | 10.55% | Q1 2026 | Apr 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 65,085 | 4,456 | 0.32% | 0.06% | 180 | +53,003 | 438.69% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 63,226 | 4,381 | 0.09% | 0.09% | 181 | -1,045 | -1.63% | Q1 2026 | Apr 28, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Reduced | 63,296 | 4,333 | 1.72% | 1.87% | 182 | -7,977 | -11.19% | Q1 2026 | Apr 28, 2026 |
| Empowered Funds, LLC | History | New | 62,948 | 4,310 | 0.03% | — | 183 | +62,948 | New | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 62,809 | 4,300 | 0.0% | 0.0% | 184 | +34,010 | 118.09% | Q1 2026 | May 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 62,015 | 4,246 | 0.01% | 0.01% | 185 | +7,525 | 13.81% | Q1 2026 | May 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 60,303 | 4,128 | 0.76% | — | 187 | +60,303 | New | Q1 2026 | Apr 15, 2026 |
| NDWM LLC | History | New | 60,300 | 4,128 | 2.68% | — | 186 | +60,300 | New | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 60,055 | 4,111 | 0.12% | 0.12% | 188 | +4 | 0.01% | Q1 2026 | May 13, 2026 |
| CONNABLE OFFICE INC | History | Added to | 59,892 | 4,100 | 0.4% | 0.27% | 189 | +16,048 | 36.6% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 59,828 | 4,096 | 0.07% | 0.08% | 190 | +918 | 1.56% | Q1 2026 | May 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 60,865 | 4,085 | 0.03% | 0.01% | 191 | +32,817 | 117.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 59,294 | 4,059 | 0.02% | 0.01% | 192 | +30,528 | 106.13% | Q1 2026 | Apr 24, 2026 |
| EASTERN BANK | History | Reduced | 59,280 | 4,058 | 0.07% | 0.07% | 193 | -452 | -0.76% | Q1 2026 | Apr 07, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 58,543 | 4,008 | 3.76% | — | 194 | +58,543 | New | Q1 2026 | May 08, 2026 |
| Presidio Capital Management, LLC | History | Added to | 58,414 | 3,999 | 1.16% | 0.72% | 195 | +22,631 | 63.25% | Q1 2026 | Apr 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 58,132 | 3,980 | 0.01% | 0.0% | 196 | +39,227 | 207.5% | Q1 2026 | May 06, 2026 |
| Tradition Wealth Management, LLC | History | New | 57,922 | 3,965 | 0.28% | — | 197 | +57,922 | New | Q1 2026 | May 15, 2026 |
| M.D. Sass, LLC | History | Reduced | 57,340 | 3,926 | 0.3% | 0.32% | 198 | -3,260 | -5.38% | Q1 2026 | May 14, 2026 |
| VERITY Wealth Advisors | History | No change | 56,343 | 3,857 | 2.58% | 2.35% | 199 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 56,034 | 3,836 | 0.01% | 0.01% | 200 | +11,970 | 27.17% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | No change | 54,638 | 3,741 | 0.25% | 0.23% | 201 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dentgroup LLC | History | No change | 55,409 | 3,719 | 2.55% | 2.55% | 202 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Savant Capital, LLC | History | New | 53,787 | 3,682 | 0.02% | — | 203 | +53,787 | New | Q1 2026 | May 04, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 53,649 | 3,673 | 0.35% | 0.17% | 204 | +22,001 | 69.52% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 52,938 | 3,624 | 0.0% | — | 205 | +52,938 | New | Q1 2026 | May 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 52,839 | 3,617 | 0.24% | 0.22% | 206 | -3,180 | -5.68% | Q1 2026 | Apr 17, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 51,578 | 3,531 | 0.39% | 0.37% | 207 | -166 | -0.32% | Q1 2026 | Apr 28, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 51,339 | 3,515 | 0.39% | — | 208 | +51,339 | New | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 50,860 | 3,482 | 0.24% | 0.18% | 209 | +12,044 | 31.03% | Q1 2026 | May 12, 2026 |
| Fluent Financial, LLC | History | Added to | 47,540 | 3,459 | 1.27% | 1.22% | 210 | +8 | 0.02% | Q1 2026 | Apr 15, 2026 |
| INVESTED ADVISORS | History | Added to | 50,230 | 3,439 | 3.47% | 3.06% | 211 | +6,165 | 13.99% | Q1 2026 | Apr 29, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 50,031 | 3,425 | 0.19% | 0.18% | 212 | -214 | -0.43% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 51,492 | 3,415 | 0.0% | 0.0% | 213 | +5,833 | 12.78% | Q1 2026 | May 15, 2026 |
| Avail Investment Partners, LLC | History | New | 49,500 | 3,389 | 3.62% | — | 214 | +49,500 | New | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 48,692 | 3,333 | 0.08% | 0.01% | 215 | +44,871 | 1174.33% | Q1 2026 | May 11, 2026 |
| Brightwater Advisory LLC | History | Reduced | 48,224 | 3,301 | 2.18% | 2.2% | 216 | -369 | -0.76% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 48,067 | 3,291 | 0.02% | 0.0% | 217 | +34,143 | 245.21% | Q1 2026 | May 15, 2026 |
| Sageworth Trust Co of South Dakota | History | Reduced | 47,887 | 3,278 | 2.6% | 2.68% | 218 | -996 | -2.04% | Q1 2026 | Apr 29, 2026 |
| Red Tortoise LLC | History | No change | 47,050 | 3,221 | 1.34% | 1.34% | 219 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 46,864 | 3,208 | 0.18% | — | 221 | +46,864 | New | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 46,861 | 3,208 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 46,756 | 3,201 | 0.9% | 0.85% | 222 | +614 | 1.33% | Q1 2026 | Apr 20, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 46,347 | 3,173 | 0.03% | 0.03% | 223 | +1,327 | 2.95% | Q1 2026 | May 13, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 46,303 | 3,170 | 1.48% | 1.09% | 224 | +11,408 | 32.69% | Q1 2026 | Apr 09, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 46,158 | 3,160 | 0.14% | 0.14% | 225 | -1,159 | -2.45% | Q1 2026 | May 06, 2026 |
| Sharkey, Howes & Javer | History | New | 45,767 | 3,133 | 0.42% | — | 226 | +45,767 | New | Q1 2026 | Apr 08, 2026 |
| Sierra Capital LLC | History | Reduced | 45,494 | 3,115 | 0.34% | 0.4% | 227 | -10,880 | -19.3% | Q1 2026 | May 15, 2026 |
| HARDING LOEVNER LP | History | Reduced | 44,490 | 3,046 | 0.03% | 0.17% | 228 | -238,694 | -84.29% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 44,407 | 3,040 | 0.06% | 0.05% | 229 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 44,169 | 3,024 | 0.31% | 0.31% | 230 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 44,105 | 3,019 | 0.39% | 0.37% | 231 | -680 | -1.52% | Q1 2026 | Apr 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 43,915 | 3,006 | 0.01% | 0.01% | 232 | -20,015 | -31.31% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 43,258 | 2,961 | 0.75% | 0.81% | 233 | +5,024 | 13.14% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 42,720 | 2,925 | 0.0% | 0.0% | 234 | -49 | -0.11% | Q1 2026 | May 14, 2026 |
| Haverford Trust Co | History | No change | 42,607 | 2,917 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Chatterton & Associates Inc. | History | New | 40,202 | 2,898 | 2.03% | — | 236 | +40,202 | New | Q1 2026 | Apr 20, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 41,983 | 2,874 | 0.33% | 0.36% | 237 | -4,642 | -9.96% | Q1 2026 | Apr 28, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 40,873 | 2,798 | 0.12% | 0.12% | 238 | +308 | 0.76% | Q1 2026 | May 05, 2026 |
| CITY HOLDING CO | History | Added to | 40,765 | 2,791 | 0.35% | 0.32% | 239 | +2,090 | 5.4% | Q1 2026 | Apr 15, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 40,374 | 2,764 | 0.33% | 0.23% | 240 | +9,374 | 30.24% | Q1 2026 | May 11, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 40,104 | 2,745 | 1.75% | 1.7% | 241 | -872 | -2.13% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 39,077 | 2,711 | 0.03% | 0.01% | 242 | +26,110 | 201.36% | Q1 2026 | Apr 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 38,909 | 2,664 | 0.04% | 0.01% | 243 | +23,909 | 159.39% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 38,427 | 2,631 | 0.06% | 0.05% | 244 | +5,617 | 17.12% | Q1 2026 | May 13, 2026 |
| Redwood Investment Management, LLC | History | New | 38,032 | 2,604 | 0.32% | — | 245 | +38,032 | New | Q1 2026 | May 14, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 37,506 | 2,568 | 0.47% | 0.31% | 246 | +10,713 | 39.98% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 37,274 | 2,552 | 0.0% | 0.0% | 247 | +1,858 | 5.25% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | New | 37,246 | 2,550 | 0.89% | — | 248 | +37,246 | New | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 36,951 | 2,530 | 0.0% | 0.0% | 249 | +1,917 | 5.47% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 36,954 | 2,530 | 0.14% | 0.14% | 250 | -383 | -1.03% | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 35,765 | 2,448 | 0.08% | 0.09% | 251 | -6,441 | -15.26% | Q1 2026 | May 07, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 35,690 | 2,443 | 0.19% | 0.17% | 252 | +2,500 | 7.53% | Q1 2026 | Apr 27, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 35,311 | 2,417 | 0.56% | 0.77% | 253 | -15,069 | -29.91% | Q1 2026 | Apr 20, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 34,121 | 2,336 | 0.59% | 0.58% | 254 | -21 | -0.06% | Q1 2026 | Apr 17, 2026 |
| ARS Investment Partners, LLC | History | Added to | 34,058 | 2,331 | 0.12% | 0.06% | 255 | +17,662 | 107.72% | Q1 2026 | Apr 16, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 33,728 | 2,309 | 0.07% | 0.08% | 256 | -2,445 | -6.76% | Q1 2026 | May 08, 2026 |
| BIP Wealth, LLC | History | Reduced | 33,320 | 2,281 | 0.09% | 0.08% | 257 | -569 | -1.68% | Q1 2026 | Apr 27, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 33,172 | 2,271 | 0.04% | 0.04% | 258 | -647 | -1.91% | Q1 2026 | May 11, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 33,094 | 2,265 | 0.07% | 0.05% | 259 | +8,132 | 32.58% | Q1 2026 | Apr 24, 2026 |
| Allen Investment Management, LLC | History | No change | 32,989 | 2,258 | 0.03% | 0.02% | 260 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 31,852 | 2,180 | 0.12% | 0.12% | 261 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 31,268 | 2,140 | 0.78% | — | 262 | +31,268 | New | Q1 2026 | Apr 09, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 31,100 | 2,129 | 0.15% | — | 264 | +31,100 | New | Q1 2026 | May 15, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 31,099 | 2,129 | 0.41% | 0.4% | 263 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 31,045 | 2,125 | 0.28% | 0.38% | 265 | -7,045 | -18.5% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 30,680 | 2,100 | 0.24% | — | 266 | +30,680 | New | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | Reduced | 30,588 | 2,094 | 0.25% | 0.25% | 267 | -398 | -1.28% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | New | 30,000 | 2,054 | 0.0% | — | 268 | +30,000 | New | Q1 2026 | May 14, 2026 |
| WealthPLAN Partners, LLC | History | New | 29,881 | 2,045 | 0.4% | — | 269 | +29,881 | New | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 29,391 | 2,012 | 0.0% | — | 271 | +29,391 | New | Q1 2026 | May 01, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 29,394 | 2,012 | 0.23% | 0.21% | 270 | +311 | 1.07% | Q1 2026 | May 04, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | History | New | 29,044 | 1,988 | 0.67% | — | 272 | +29,044 | New | Q1 2026 | Apr 16, 2026 |
| Maia Wealth LLC | History | New | 28,825 | 1,973 | 0.33% | — | 273 | +28,825 | New | Q1 2026 | May 08, 2026 |
| Wagner Wealth Management, Corp | History | New | 28,219 | 1,932 | 1.73% | — | 274 | +28,219 | New | Q1 2026 | May 05, 2026 |
| Crestwood Advisors Group, LLC | History | New | 28,178 | 1,929 | 0.03% | — | 275 | +28,178 | New | Q1 2026 | May 05, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 28,060 | 1,921 | 0.04% | 0.04% | 276 | +3,199 | 12.87% | Q1 2026 | May 13, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 27,921 | 1,912 | 0.23% | 0.36% | 277 | -12,687 | -31.24% | Q1 2026 | May 12, 2026 |
| Hardy Reed LLC | History | No change | 27,858 | 1,907 | 0.14% | 0.13% | 278 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 27,684 | 1,895 | 0.11% | 0.08% | 279 | +7,470 | 36.95% | Q1 2026 | Apr 29, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 27,650 | 1,893 | 0.38% | 0.37% | 280 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | New | 27,093 | 1,855 | 0.0% | — | 281 | +27,093 | New | Q1 2026 | May 14, 2026 |
| CIM, LLC | History | Added to | 26,597 | 1,821 | 0.26% | 0.23% | 282 | +2 | 0.01% | Q1 2026 | May 18, 2026 |
| Navigation Group, LLC | History | New | 26,136 | 1,789 | 0.42% | — | 283 | +26,136 | New | Q1 2026 | May 05, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 26,047 | 1,783 | 0.07% | 0.03% | 284 | +13,453 | 106.82% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,556 | 1,782 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 26,024 | 1,781 | 0.14% | 0.18% | 286 | -9,183 | -26.08% | Q1 2026 | Apr 23, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 25,676 | 1,758 | 0.01% | 0.04% | 287 | -101,085 | -79.74% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 24,532 | 1,732 | 0.0% | 0.02% | 288 | -117,530 | -82.73% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 25,200 | 1,725 | 0.0% | 0.0% | 289 | +5,900 | 30.57% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 24,993 | 1,711 | 0.03% | 0.03% | 290 | -1,438 | -5.44% | Q1 2026 | May 05, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 24,880 | 1,703 | 1.23% | 0.9% | 292 | +6,937 | 38.66% | Q1 2026 | Apr 10, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 25,372 | 1,703 | 0.45% | 0.45% | 291 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| XY Planning Network, Inc. | History | New | 24,396 | 1,692 | 0.27% | — | 293 | +24,396 | New | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 24,574 | 1,682 | 0.0% | 0.0% | 294 | -1,940 | -7.32% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 24,337 | 1,666 | 0.03% | 0.03% | 295 | +145 | 0.6% | Q1 2026 | May 07, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | No change | 24,131 | 1,652 | 0.6% | 0.64% | 296 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Leo Wealth, LLC | History | Added to | 24,117 | 1,651 | 0.12% | 0.11% | 297 | +510 | 2.16% | Q1 2026 | May 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 24,094 | 1,649 | 0.04% | 0.03% | 298 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NWAM LLC | History | Added to | 23,663 | 1,620 | 0.09% | 0.05% | 299 | +10,582 | 80.9% | Q1 2026 | May 04, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 23,637 | 1,618 | 1.1% | — | 300 | +23,637 | New | Q1 2026 | May 04, 2026 |