iSHARES TRUST - AGG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 132,174,808 | 13,025,584 | 6.26% | 8.44% | 1 | -6,383,989 | -4.61% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 88,714,666 | 8,806,702 | 2.71% | 2.63% | 2 | +3,953,847 | 4.66% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 69,660,482 | 6,915,196 | 0.51% | 0.39% | 3 | +15,923,080 | 29.63% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 63,695,880 | 6,323,089 | 1.19% | 1.11% | 4 | +2,905,154 | 4.78% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 53,432,808 | 5,304,274 | 0.09% | 0.09% | 5 | -779,208 | -1.44% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 44,575,170 | 4,424,930 | 1.18% | 1.07% | 6 | +8,597,911 | 23.9% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 42,548,783 | 4,223,855 | 5.13% | 5.01% | 7 | -295,328 | -0.69% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 39,348,759 | 3,906,151 | 5.78% | 5.52% | 8 | +3,089,191 | 8.52% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 32,522,000 | 3,228,459 | 0.19% | 0.19% | 9 | +38,585 | 0.12% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 23,905,376 | 2,373,087 | 4.5% | 5.0% | 10 | -2,350,108 | -8.95% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 20,758,453 | 2,060,691 | 0.27% | 0.26% | 11 | +52,528 | 0.25% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 15,252,353 | 1,514,101 | 1.61% | 1.68% | 12 | -175,807 | -1.14% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,925,651 | 1,470,766 | 3.0% | 2.66% | 13 | -4,695,419 | -23.93% | Q1 2026 | Apr 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,632,180 | 1,450,152 | 0.34% | 0.33% | 14 | -188,653 | -1.27% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 14,115,260 | 1,401,221 | 0.16% | 0.18% | 15 | -279,357 | -1.94% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 14,026,407 | 1,392,401 | 0.94% | 0.76% | 16 | +3,381,864 | 31.77% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 13,878,686 | 1,377,737 | 0.37% | 0.38% | 17 | -206,675 | -1.47% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 13,748,217 | 1,364,773 | 1.59% | 1.43% | 18 | +1,687,584 | 13.99% | Q1 2026 | May 13, 2026 |
| Acorns Advisers, LLC | History | Added to | 13,469,227 | 1,337,090 | 9.94% | 9.88% | 19 | +287,768 | 2.18% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,487,961 | 1,335,847 | 0.09% | 0.08% | 20 | +1,152,647 | 9.34% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,962,808 | 1,286,817 | 0.79% | 0.78% | 21 | +684,772 | 5.58% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 11,984,271 | 1,189,678 | 0.18% | 0.15% | 22 | +2,576,891 | 27.39% | Q1 2026 | May 05, 2026 |
| Arizona PSPRS Trust | History | Added to | 11,407,472 | 1,132,419 | 41.66% | 41.67% | 23 | +73,069 | 0.64% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,336,251 | 1,026,079 | 0.59% | 0.54% | 24 | +451,566 | 4.57% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 9,085,333 | 901,901 | 0.05% | 0.05% | 25 | +178,830 | 2.01% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 8,902,771 | 883,778 | 1.25% | 1.16% | 26 | +910,968 | 11.4% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 8,646,419 | 858,329 | 9.39% | 8.72% | 27 | +660,382 | 8.27% | Q1 2026 | May 13, 2026 |
| Johns Hopkins University | History | No change | 8,024,716 | 796,613 | 57.73% | 58.37% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,510,131 | 745,530 | 1.01% | 1.02% | 29 | -130,389 | -1.71% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 7,319,250 | 726,583 | 0.67% | 0.67% | 30 | -187,106 | -2.49% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,744,642 | 669,542 | 0.12% | 0.08% | 31 | +1,898,484 | 39.18% | Q1 2026 | May 15, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 6,726,030 | 667,692 | 78.5% | 55.17% | 32 | -2,000,933 | -22.93% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,649,043 | 660,050 | 0.12% | 0.1% | 33 | +750,257 | 12.72% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 6,570,711 | 652,274 | 0.1% | 0.1% | 34 | -194,465 | -2.87% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,284,686 | 623,880 | 2.4% | — | 35 | +6,284,686 | New | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,239,080 | 619,349 | 1.08% | 1.15% | 36 | +187,655 | 3.1% | Q1 2026 | May 14, 2026 |
| Constellation Investments, Inc. | History | Reduced | 5,920,906 | 587,768 | 19.51% | 21.77% | 37 | -1,142,013 | -16.17% | Q1 2026 | Apr 22, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 5,733,700 | 569,184 | 0.68% | 0.69% | 38 | -115,400 | -1.97% | Q1 2026 | May 13, 2026 |
| Members Trust Co | History | Added to | 5,724,306 | 568,251 | 18.88% | 17.89% | 39 | +234,410 | 4.27% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,167,126 | 512,940 | 3.11% | 2.96% | 40 | +335,899 | 6.95% | Q1 2026 | May 05, 2026 |
| Mastercard Foundation Asset Management Corp | History | No change | 4,125,631 | 409,551 | 1.22% | 1.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 4,114,974 | 408,493 | 11.98% | 10.83% | 42 | +476,306 | 13.09% | Q1 2026 | Apr 14, 2026 |
| Simplify Asset Management Inc. | History | Added to | 4,100,066 | 407,013 | 6.25% | 4.57% | 43 | +1,299,935 | 46.42% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 3,916,831 | 389,098 | 1.92% | 1.81% | 44 | +472,713 | 13.73% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,905,414 | 387,690 | 3.28% | 3.69% | 45 | -687,327 | -14.97% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,751,130 | 372,374 | 1.9% | 2.18% | 46 | -230,418 | -5.79% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 3,697,706 | 367,071 | 0.16% | 0.17% | 47 | -85,464 | -2.26% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,679,473 | 365,261 | 4.22% | 5.97% | 48 | -1,225,933 | -24.99% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,623,752 | 361,940 | 12.24% | 12.24% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 3,411,430 | 338,652 | 0.16% | 0.15% | 50 | +56,033 | 1.67% | Q1 2026 | May 18, 2026 |
| South Dakota Investment Council | History | Added to | 3,272,335 | 324,845 | 6.19% | 5.36% | 51 | +451,100 | 15.99% | Q1 2026 | May 18, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 3,190,653 | 316,736 | 1.56% | 1.44% | 52 | +410,160 | 14.75% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,183,564 | 316,032 | 0.58% | 0.41% | 53 | +1,882,701 | 144.73% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,057,730 | 303,540 | 1.68% | 2.72% | 54 | -4,709,618 | -60.63% | Q1 2026 | Apr 29, 2026 |
| MASON STREET ADVISORS, LLC | History | Reduced | 3,049,263 | 302,700 | 29.58% | 30.54% | 55 | -57,967 | -1.87% | Q1 2026 | May 06, 2026 |
| Balentine LLC | History | Reduced | 2,964,878 | 294,323 | 11.85% | 11.27% | 56 | -9,222 | -0.31% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 2,862,201 | 285,876 | 0.09% | 0.15% | 57 | -1,937,437 | -40.37% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 2,740,098 | 272,009 | 2.37% | 2.85% | 58 | -167,511 | -5.76% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,729,403 | 270,947 | 0.29% | 0.29% | 59 | +17,399 | 0.64% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,603,789 | 258,478 | 0.32% | 0.34% | 60 | -199,115 | -7.1% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 2,570,509 | 256,742 | 1.02% | 1.02% | 61 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,533,553 | 251,505 | 1.25% | 1.33% | 62 | +114,945 | 4.75% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 2,450,953 | 243,306 | 2.78% | 2.71% | 63 | +49,490 | 2.06% | Q1 2026 | Apr 20, 2026 |
| Stairway Partners, LLC | History | Added to | 2,435,318 | 241,754 | 12.52% | 12.46% | 64 | +25,200 | 1.05% | Q1 2026 | Apr 02, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,431,481 | 241,373 | 0.03% | 0.0% | 65 | +2,409,881 | 11156.86% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,426,044 | 240,833 | 1.71% | 1.77% | 66 | +102,634 | 4.42% | Q1 2026 | Apr 14, 2026 |
| Disciplina Capital Management LLC | History | Added to | 2,237,842 | 222,150 | 23.54% | 25.19% | 67 | +34,761 | 1.58% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,169,442 | 215,391 | 0.32% | 0.29% | 68 | +181,260 | 9.12% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,013,080 | 199,838 | 0.21% | 0.25% | 69 | -253,618 | -11.19% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,987,106 | 197,260 | 3.01% | 2.07% | 70 | +581,376 | 41.36% | Q1 2026 | May 01, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 1,896,989 | 188,314 | 14.6% | 14.09% | 71 | +47,254 | 2.55% | Q1 2026 | Apr 24, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 1,880,132 | 186,640 | 4.91% | 6.17% | 72 | -441,305 | -19.01% | Q1 2026 | Apr 16, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 1,875,166 | 186,147 | 3.92% | 1.44% | 73 | +1,183,073 | 170.94% | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,842,892 | 182,520 | 1.39% | — | 74 | +1,842,892 | New | Q1 2026 | May 12, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 1,822,924 | 180,961 | 2.04% | 4.15% | 75 | -2,273,076 | -55.5% | Q1 2026 | May 05, 2026 |
| National Philanthropic Trust | History | Added to | 1,807,317 | 179,412 | 1.91% | 1.5% | 76 | +282,496 | 18.53% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 1,789,175 | 177,611 | 5.69% | 3.31% | 77 | -127,489 | -6.65% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,782,280 | 176,926 | 0.25% | 0.23% | 78 | +35,594 | 2.04% | Q1 2026 | Apr 27, 2026 |
| Howard Capital Management Inc. | History | Reduced | 1,734,205 | 172,154 | 2.82% | 2.24% | 79 | -32 | -0.0% | Q1 2026 | May 05, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 1,700,375 | 168,796 | 2.31% | — | 80 | +1,700,375 | New | Q1 2026 | May 01, 2026 |
| Destination Wealth Management | History | Added to | 1,685,577 | 167,327 | 4.35% | 4.16% | 81 | +92,031 | 5.78% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,668,749 | 165,656 | 2.26% | 1.85% | 82 | +379,769 | 29.46% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,627,479 | 161,559 | 0.06% | 0.1% | 83 | -1,200,838 | -42.46% | Q1 2026 | May 13, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 1,617,571 | 161,498 | 6.2% | 7.13% | 84 | -154,997 | -8.74% | Q1 2026 | Apr 24, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,586,900 | 157,531 | 0.18% | 0.07% | 85 | +944,743 | 147.12% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 1,532,631 | 152,144 | 4.21% | 4.13% | 86 | +30,004 | 2.0% | Q1 2026 | Apr 21, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 1,525,036 | 151,390 | 2.87% | 2.79% | 87 | +45,149 | 3.05% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,511,255 | 150,022 | 0.79% | 0.63% | 88 | +616,495 | 68.9% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,468,473 | 145,775 | 0.38% | 0.37% | 89 | +69,103 | 4.94% | Q1 2026 | Apr 30, 2026 |
| REBALANCE, LLC | History | Added to | 1,460,298 | 144,963 | 8.42% | 8.29% | 90 | +40,358 | 2.84% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,413,455 | 140,313 | 0.35% | 0.34% | 91 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,387,678 | 137,754 | 0.02% | 0.0% | 92 | +1,317,373 | 1873.8% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,359,041 | 134,912 | 0.37% | 0.38% | 93 | -206,419 | -13.19% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 1,357,568 | 134,765 | 1.98% | 2.14% | 94 | -30,609 | -2.2% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,417,019 | 134,696 | 0.19% | 0.2% | 95 | -110,615 | -7.24% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 1,353,980 | 134,409 | 2.72% | 2.39% | 96 | +2,376 | 0.18% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,352,490 | 134,261 | 0.09% | 0.07% | 97 | +95,077 | 7.56% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,337,798 | 133,588 | 0.15% | 0.16% | 98 | -29,460 | -2.15% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 1,331,097 | 132,137 | 2.71% | 2.63% | 99 | +39,178 | 3.03% | Q1 2026 | May 14, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 1,322,000 | 131,234 | 4.8% | 7.22% | 100 | -843,000 | -38.94% | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,316,830 | 130,721 | 1.61% | 1.64% | 101 | +42,630 | 3.35% | Q1 2026 | May 08, 2026 |
| Trajan Wealth LLC | History | Added to | 1,311,668 | 130,209 | 5.26% | 5.32% | 102 | +34,183 | 2.68% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,275,623 | 126,631 | 0.04% | 0.04% | 103 | +6,181 | 0.49% | Q1 2026 | May 05, 2026 |
| V-Square Quantitative Management LLC | History | No change | 1,269,238 | 125,997 | 13.32% | 13.18% | 104 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,245,263 | 123,816 | 3.94% | 3.74% | 105 | +171,680 | 15.99% | Q1 2026 | May 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,243,118 | 123,404 | 2.14% | 2.18% | 106 | +46,615 | 3.9% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,151,847 | 114,343 | 0.06% | 0.07% | 107 | +3,081 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,148,966 | 113,971 | 0.19% | 0.19% | 108 | -42,135 | -3.54% | Q1 2026 | May 05, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 1,139,242 | 113,091 | 1.9% | 1.76% | 109 | +81,552 | 7.71% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,085,741 | 107,781 | 0.39% | 0.39% | 110 | -3,294 | -0.3% | Q1 2026 | Apr 24, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 1,053,708 | 104,601 | 10.92% | 10.71% | 111 | +22,762 | 2.21% | Q1 2026 | May 04, 2026 |
| GenTrust, LLC | History | Added to | 1,045,805 | 103,817 | 4.44% | 4.5% | 112 | +848 | 0.08% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,042,908 | 103,529 | 0.88% | 0.87% | 113 | -138,538 | -11.73% | Q1 2026 | May 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 1,042,076 | 103,446 | 10.76% | 11.08% | 114 | -4,025 | -0.38% | Q1 2026 | Apr 08, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 992,594 | 98,534 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Brooklyn Investment Group | History | Added to | 990,271 | 98,304 | 3.07% | 3.07% | 116 | +326,359 | 49.16% | Q1 2026 | Apr 29, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 980,458 | 97,330 | 6.26% | 5.9% | 117 | +44,670 | 4.77% | Q1 2026 | May 14, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 975,887 | 96,876 | 1.54% | 1.55% | 118 | +20,822 | 2.18% | Q1 2026 | May 13, 2026 |
| Affiance Financial, LLC | History | Added to | 972,104 | 96,500 | 15.64% | 14.42% | 119 | +74,435 | 8.29% | Q1 2026 | Apr 14, 2026 |
| Steele Capital Management, Inc. | History | Added to | 952,311 | 94,535 | 3.92% | 4.0% | 120 | +18,917 | 2.03% | Q1 2026 | Apr 29, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 948,439 | 94,151 | 2.86% | 2.49% | 121 | +106,050 | 12.59% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 943,173 | 93,628 | 12.85% | 12.46% | 122 | +38,054 | 4.2% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Reduced | 940,878 | 93,401 | 1.07% | 1.11% | 123 | -28,470 | -2.94% | Q1 2026 | Apr 16, 2026 |
| 1832 Asset Management L.P. | History | Added to | 940,523 | 93,365 | 0.09% | 0.07% | 124 | +21,747 | 2.37% | Q1 2026 | May 14, 2026 |
| Greenspring Advisors, LLC | History | Added to | 938,411 | 93,156 | 5.68% | 5.41% | 125 | +55,243 | 6.26% | Q1 2026 | May 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 929,676 | 92,288 | 1.68% | 1.82% | 126 | -23,553,743 | -96.2% | Q1 2026 | May 07, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 927,461 | 92,069 | 2.08% | 2.08% | 127 | +23,215 | 2.57% | Q1 2026 | May 12, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 926,085 | 91,932 | 14.37% | 14.61% | 128 | +15,853 | 1.74% | Q1 2026 | May 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 915,513 | 90,882 | 11.28% | 9.83% | 129 | +157,194 | 20.73% | Q1 2026 | Apr 27, 2026 |
| Zhang Financial LLC | History | Added to | 898,297 | 89,173 | 3.08% | 1.7% | 130 | +442,516 | 97.09% | Q1 2026 | May 06, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | Added to | 847,733 | 84,154 | 25.64% | 25.23% | 131 | +14,995 | 1.8% | Q1 2026 | May 14, 2026 |
| iA Global Asset Management Inc. | History | Added to | 846,258 | 84,008 | 1.19% | 1.03% | 132 | +36,931 | 4.56% | Q1 2026 | Apr 23, 2026 |
| PDS Planning, Inc | History | Added to | 844,140 | 83,797 | 5.53% | 5.27% | 133 | +53,598 | 6.78% | Q1 2026 | Apr 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 835,021 | 82,892 | 0.03% | 0.24% | 134 | -29,110 | -3.37% | Q1 2026 | May 04, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 829,407 | 82,335 | 6.9% | 5.44% | 135 | +125,994 | 17.91% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 827,495 | 82,146 | 0.2% | 0.17% | 136 | +77,025 | 10.26% | Q1 2026 | Apr 22, 2026 |
| Ellenbecker Investment Group | History | Added to | 822,182 | 81,618 | 10.99% | 10.22% | 137 | +90,541 | 12.38% | Q1 2026 | Apr 23, 2026 |
| NEOS Investment Management LLC | History | Added to | 821,784 | 81,318 | 0.41% | 0.38% | 138 | +167,433 | 25.59% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 800,123 | 79,428 | 0.64% | — | 139 | +800,123 | New | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 787,731 | 78,189 | 0.15% | 0.13% | 140 | +63,238 | 8.73% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 786,743 | 78,121 | 0.48% | 0.48% | 141 | -3,668 | -0.46% | Q1 2026 | May 15, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 772,082 | 76,814 | 5.64% | 5.63% | 142 | +19,947 | 2.65% | Q1 2026 | Apr 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 754,871 | 74,936 | 1.26% | 1.24% | 143 | +10,440 | 1.4% | Q1 2026 | Apr 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 752,320 | 74,682 | 0.6% | 0.58% | 144 | +14,367 | 1.95% | Q1 2026 | May 14, 2026 |
| Juniper Hill Capital Management LP | History | No change | 736,489 | 73,560 | 17.57% | 17.57% | 145 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 718,647 | 71,340 | 7.28% | 7.36% | 146 | -534 | -0.07% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 716,229 | 71,100 | 0.02% | 0.02% | 147 | -20,609 | -2.8% | Q1 2026 | May 13, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 712,901 | 70,769 | 4.14% | 3.89% | 148 | +38,639 | 5.73% | Q1 2026 | Apr 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 712,423 | 70,722 | 0.6% | 0.57% | 149 | +48,290 | 7.27% | Q1 2026 | May 07, 2026 |
| Charles Schwab Trust Co | History | Added to | 705,761 | 70,060 | 4.54% | 4.56% | 150 | +11,277 | 1.62% | Q1 2026 | Apr 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 700,628 | 69,551 | 3.89% | 3.73% | 151 | +37,385 | 5.64% | Q1 2026 | Apr 20, 2026 |
| Verger Capital Management LLC | History | Added to | 698,494 | 69,339 | 20.44% | 19.39% | 152 | +42,894 | 6.54% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 697,954 | 69,285 | 4.47% | 3.32% | 153 | -22,147 | -3.08% | Q1 2026 | May 08, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 695,423 | 69,034 | 14.06% | 14.1% | 154 | +4,308 | 0.62% | Q1 2026 | Apr 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 694,750 | 68,967 | 0.07% | 0.08% | 155 | -132,777 | -16.05% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 694,611 | 68,954 | 0.03% | 0.04% | 156 | -106,839 | -13.33% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 685,904 | 68,090 | 0.12% | 0.1% | 157 | +41,007 | 6.36% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 675,703 | 67,077 | 1.79% | 1.86% | 158 | +98,220 | 17.01% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Added to | 665,295 | 66,043 | 6.19% | 6.14% | 159 | +10,163 | 1.55% | Q1 2026 | Apr 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 662,299 | 65,746 | 1.84% | 1.49% | 160 | +89,678 | 15.66% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 661,534 | 65,671 | 0.51% | 0.54% | 161 | +23,302 | 3.65% | Q1 2026 | Apr 07, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 660,811 | 65,598 | 2.21% | 2.46% | 162 | -45,328 | -6.42% | Q1 2026 | May 14, 2026 |
| Bell Bank | History | Added to | 656,447 | 65,165 | 2.76% | 2.63% | 163 | +40,078 | 6.5% | Q1 2026 | Apr 23, 2026 |
| Prentice Wealth Management LLC | History | Added to | 651,758 | 64,700 | 14.6% | 13.81% | 164 | +46,515 | 7.69% | Q1 2026 | Apr 17, 2026 |
| Permanent Capital Management, LP | History | Added to | 647,425 | 64,159 | 9.98% | 2.7% | 165 | +508,843 | 367.18% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 635,151 | 63,051 | 0.17% | 0.19% | 166 | -84,294 | -11.72% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 629,384 | 62,478 | 0.77% | 0.77% | 167 | +8,094 | 1.3% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Added to | 621,215 | 61,668 | 0.19% | 0.18% | 168 | +21,490 | 3.58% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 620,617 | 61,608 | 0.61% | 0.6% | 169 | +33,862 | 5.77% | Q1 2026 | Apr 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 620,277 | 61,574 | 3.55% | 3.35% | 170 | +19,254 | 3.2% | Q1 2026 | Apr 20, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 613,783 | 60,930 | 5.83% | 2.76% | 171 | +324,817 | 112.41% | Q1 2026 | Apr 10, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 609,491 | 60,504 | 1.09% | 1.15% | 172 | -7,315 | -1.19% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 609,012 | 60,456 | 0.23% | 0.22% | 173 | +70,046 | 13.0% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Added to | 608,432 | 60,399 | 2.17% | 2.04% | 174 | +22,390 | 3.82% | Q1 2026 | Apr 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 607,761 | 60,332 | 0.18% | 0.13% | 175 | +240,578 | 65.52% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 592,828 | 58,852 | 0.45% | 0.43% | 176 | +21,295 | 3.73% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 590,558 | 58,624 | 0.12% | 0.26% | 177 | -675,310 | -53.35% | Q1 2026 | May 06, 2026 |
| Rock Creek Group LLC | History | Added to | 589,149 | 58,484 | 5.92% | 6.55% | 178 | +4,739 | 0.81% | Q1 2026 | May 11, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 575,869 | 57,166 | 20.15% | 19.83% | 179 | +488 | 0.08% | Q1 2026 | May 11, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 574,298 | 57,010 | 21.83% | 21.33% | 180 | +25,281 | 4.6% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | Added to | 569,092 | 56,493 | 0.86% | 0.81% | 181 | +36,313 | 6.82% | Q1 2026 | May 08, 2026 |
| Planning Project LLC | History | No change | 558,699 | 55,802 | 14.02% | 14.02% | 182 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 558,851 | 55,477 | 0.63% | 1.12% | 183 | -462,227 | -45.27% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 558,142 | 55,406 | 0.22% | 0.21% | 184 | +39,938 | 7.71% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 551,062 | 54,577 | 1.97% | 1.67% | 185 | +111,475 | 25.36% | Q1 2026 | May 15, 2026 |
| Bricktown Capital, LLC | History | Reduced | 542,198 | 53,823 | 10.6% | 9.58% | 186 | -27,369 | -4.81% | Q1 2026 | Apr 16, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 536,266 | 53,235 | 7.29% | 6.97% | 187 | +63,693 | 13.48% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Added to | 532,974 | 53,232 | 0.34% | 0.34% | 188 | +34,777 | 6.98% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 533,901 | 53,000 | 0.59% | 0.71% | 189 | +6,943 | 1.32% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 533,881 | 52,998 | 0.76% | 0.76% | 190 | +92,260 | 20.89% | Q1 2026 | May 12, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 533,732 | 52,983 | 5.12% | 3.74% | 191 | +72,408 | 15.7% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 529,396 | 52,198 | 0.58% | 0.31% | 192 | +281,731 | 113.75% | Q1 2026 | May 14, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 523,677 | 51,985 | 23.58% | 23.09% | 193 | +23,877 | 4.78% | Q1 2026 | Apr 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 518,001 | 51,421 | 0.01% | 0.01% | 194 | -123,408 | -19.24% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 507,055 | 50,335 | 10.4% | 11.01% | 195 | -6,853 | -1.33% | Q1 2026 | Apr 30, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 506,437 | 50,273 | 5.89% | 9.1% | 196 | -271,833 | -34.93% | Q1 2026 | Apr 10, 2026 |
| MAI Capital Management | History | Added to | 504,830 | 50,114 | 0.28% | 0.27% | 197 | +32,842 | 6.96% | Q1 2026 | May 15, 2026 |
| Liquid Strategies, LLC | History | Added to | 499,119 | 49,547 | 10.64% | 7.15% | 198 | +170,280 | 51.78% | Q1 2026 | May 01, 2026 |
| Keel Point, LLC | History | No change | 492,711 | 49,211 | 2.96% | 2.96% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 494,966 | 49,135 | 1.02% | 1.05% | 200 | +2,983 | 0.61% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 494,480 | 49,087 | 0.55% | 0.38% | 201 | +163,226 | 49.28% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 488,227 | 48,466 | 0.2% | 0.19% | 202 | +18,763 | 4.0% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 483,702 | 48,017 | 0.23% | 0.21% | 203 | +30,780 | 6.8% | Q1 2026 | Apr 24, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 483,698 | 48,016 | 2.39% | 2.19% | 204 | +38,531 | 8.66% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 482,175 | 47,865 | 0.66% | 0.64% | 205 | +33,882 | 7.56% | Q1 2026 | Apr 08, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 481,289 | 47,777 | 11.98% | 13.0% | 206 | -21,551 | -4.29% | Q1 2026 | Apr 17, 2026 |
| Abound Wealth Management | History | Added to | 480,838 | 47,732 | 10.85% | 10.62% | 207 | +26,906 | 5.93% | Q1 2026 | Apr 10, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 478,375 | 47,488 | 5.76% | 5.16% | 208 | +19,978 | 4.36% | Q1 2026 | May 14, 2026 |
| Twele Capital Management, Inc. | History | Added to | 475,327 | 47,185 | 8.41% | 8.38% | 209 | +5,754 | 1.23% | Q1 2026 | Apr 07, 2026 |
| Single Point Partners, LLC | History | Added to | 1,562,047 | 46,999 | 9.35% | 8.81% | 210 | +1,095,164 | 234.57% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 468,618 | 46,519 | 0.08% | 0.07% | 211 | +62,770 | 15.47% | Q1 2026 | May 14, 2026 |
| Gridiron Partners, LLC | History | Reduced | 467,661 | 46,267 | 28.27% | 27.19% | 212 | -10,153 | -2.12% | Q1 2026 | Apr 13, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 465,781 | 46,238 | 8.34% | 8.16% | 213 | +4,142 | 0.9% | Q1 2026 | Apr 30, 2026 |
| Boston Partners | History | Reduced | 456,804 | 45,346 | 0.05% | 0.05% | 214 | -3,795 | -0.82% | Q1 2026 | May 11, 2026 |
| Black Diamond Financial, LLC | History | Added to | 449,571 | 44,628 | 4.87% | 4.49% | 215 | +22,790 | 5.34% | Q1 2026 | May 05, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 449,359 | 44,607 | 7.88% | 7.9% | 216 | -841 | -0.19% | Q1 2026 | Apr 17, 2026 |
| MTC Wealth Management LLC | History | Added to | 449,187 | 44,590 | 21.18% | 19.33% | 217 | +36,723 | 8.9% | Q1 2026 | May 04, 2026 |
| Fiduciary Group, LLC | History | Added to | 447,888 | 44,461 | 3.8% | 3.23% | 218 | +62,267 | 16.15% | Q1 2026 | May 11, 2026 |
| Cornerstone Management, Inc. | History | Added to | 445,933 | 44,267 | 7.05% | 6.86% | 219 | +24,914 | 5.92% | Q1 2026 | Apr 16, 2026 |
| James J. Burns & Company, LLC | History | Added to | 445,648 | 44,239 | 6.0% | 3.52% | 220 | +189,989 | 74.31% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 438,042 | 43,484 | 0.66% | 0.52% | 221 | -9,576 | -2.14% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Added to | 437,958 | 43,476 | 1.5% | 1.45% | 222 | +12,606 | 2.96% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 433,617 | 43,045 | 2.3% | 2.62% | 223 | -8,633 | -1.95% | Q1 2026 | Apr 16, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 430,257 | 42,711 | 36.57% | 35.79% | 224 | +27,146 | 6.73% | Q1 2026 | Apr 27, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Reduced | 427,728 | 42,460 | 6.16% | 6.31% | 225 | -11,609 | -2.64% | Q1 2026 | Apr 17, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 425,964 | 42,287 | 11.96% | 11.97% | 226 | +12,201 | 2.95% | Q1 2026 | Apr 30, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 425,375 | 42,227 | 6.13% | 5.61% | 227 | +36,497 | 9.39% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 421,304 | 42,079 | 0.75% | 0.75% | 228 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 423,670 | 42,057 | 2.52% | 4.26% | 229 | -277,773 | -39.6% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | Added to | 418,434 | 41,500 | 1.81% | 1.74% | 230 | +24,111 | 6.11% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 412,073 | 40,906 | 0.44% | 0.4% | 231 | +58,946 | 16.69% | Q1 2026 | Apr 20, 2026 |
| CIBC Bancorp USA Inc. | History | New | 409,600 | 40,659 | 0.05% | — | 232 | +409,600 | New | Q1 2026 | May 12, 2026 |
| Towercrest Capital Management | History | Added to | 408,315 | 40,535 | 6.32% | 6.03% | 233 | +25,706 | 6.72% | Q1 2026 | May 01, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 407,435 | 40,446 | 5.26% | 5.27% | 234 | +6,549 | 1.63% | Q1 2026 | Apr 28, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 406,755 | 40,378 | 4.99% | 4.67% | 235 | +38,344 | 10.41% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 405,504 | 40,254 | 0.78% | 0.76% | 236 | +19,264 | 4.99% | Q1 2026 | Apr 14, 2026 |
| WHI TRUST Co LLC | History | Added to | 404,787 | 40,183 | 30.27% | 28.6% | 237 | +33,196 | 8.93% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 400,371 | 39,744 | 1.03% | — | 238 | +400,371 | New | Q1 2026 | May 15, 2026 |
| eCIO, Inc. | History | Added to | 399,971 | 39,705 | 17.45% | 15.95% | 239 | +56,972 | 16.61% | Q1 2026 | Apr 14, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 399,490 | 39,657 | 9.29% | 9.0% | 240 | +16,750 | 4.38% | Q1 2026 | Apr 17, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 398,229 | 39,532 | 2.58% | 2.45% | 241 | +9,422 | 2.42% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 396,967 | 39,406 | 0.13% | 0.17% | 242 | -135,278 | -25.42% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 394,918 | 39,203 | 0.03% | 0.04% | 243 | -84,558 | -17.64% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 394,329 | 39,145 | 1.97% | 1.43% | 244 | +107,260 | 37.36% | Q1 2026 | May 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 393,707 | 39,083 | 12.77% | 5.41% | 245 | +227,326 | 136.63% | Q1 2026 | Apr 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 391,936 | 38,907 | 0.17% | 0.14% | 246 | +55,564 | 16.52% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 390,805 | 38,795 | 2.85% | 2.91% | 247 | +2,834 | 0.73% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 388,261 | 38,542 | 0.06% | 0.06% | 248 | -19,526 | -4.79% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 387,815 | 38,498 | 4.05% | 2.86% | 249 | +233,592 | 151.46% | Q1 2026 | Apr 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 379,390 | 37,662 | 2.52% | 3.1% | 250 | +38,137 | 11.18% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 375,840 | 37,309 | 1.64% | 2.02% | 251 | -53,259 | -12.41% | Q1 2026 | Apr 28, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 375,696 | 37,295 | 3.32% | 3.5% | 252 | -5,839 | -1.53% | Q1 2026 | May 01, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 374,806 | 37,207 | 1.66% | 1.71% | 253 | -6,165 | -1.62% | Q1 2026 | May 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 370,199 | 36,749 | 2.14% | 1.96% | 254 | +37,918 | 11.41% | Q1 2026 | Apr 30, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 369,979 | 36,727 | 1.51% | 1.44% | 255 | +17,143 | 4.86% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 369,575 | 36,687 | 1.62% | 1.6% | 256 | +14,766 | 4.16% | Q1 2026 | May 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 367,543 | 36,486 | 4.92% | 4.7% | 257 | +20,260 | 5.83% | Q1 2026 | Apr 08, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 367,131 | 36,445 | 3.78% | 2.5% | 258 | +135,656 | 58.61% | Q1 2026 | Apr 30, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 366,258 | 36,358 | 3.85% | 4.1% | 259 | -3,775 | -1.02% | Q1 2026 | Apr 20, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 361,118 | 35,848 | 16.43% | 16.85% | 260 | +3,928 | 1.1% | Q1 2026 | May 14, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 360,480 | 35,784 | 1.89% | 1.88% | 261 | +3,053 | 0.85% | Q1 2026 | Apr 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 359,703 | 35,707 | 1.36% | 0.84% | 262 | +129,191 | 56.05% | Q1 2026 | May 11, 2026 |
| First Bank & Trust | History | Added to | 357,684 | 35,507 | 5.72% | 4.96% | 263 | +52,599 | 17.24% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 356,969 | 35,436 | 0.07% | 0.07% | 264 | -10,993 | -2.99% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 356,797 | 35,419 | 1.09% | 1.08% | 265 | +2,011 | 0.57% | Q1 2026 | May 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 355,184 | 35,074 | 0.25% | 0.07% | 266 | +248,486 | 232.89% | Q1 2026 | May 14, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 352,543 | 34,996 | 9.69% | 8.9% | 267 | +18,601 | 5.57% | Q1 2026 | May 12, 2026 |
| LVZ, Inc. | History | Added to | 349,732 | 34,717 | 3.96% | 3.77% | 268 | +11,739 | 3.47% | Q1 2026 | Apr 28, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 347,987 | 34,544 | 9.29% | 9.86% | 269 | +5,328 | 1.55% | Q1 2026 | May 13, 2026 |
| Passaic Partners LLC | History | New | 346,733 | 34,420 | 3.22% | — | 270 | +346,733 | New | Q1 2026 | May 15, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 343,924 | 34,141 | 15.22% | 19.16% | 271 | -24,422 | -6.63% | Q1 2026 | May 06, 2026 |
| UNITED BANK | History | Added to | 343,098 | 34,059 | 4.36% | 4.2% | 272 | +24,884 | 7.82% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 338,179 | 33,571 | 1.74% | 1.76% | 273 | +6,605 | 1.99% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 337,233 | 33,477 | 0.61% | 0.51% | 274 | +50,572 | 17.64% | Q1 2026 | Apr 10, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 335,535 | 33,308 | 4.61% | 4.63% | 275 | +3,369 | 1.01% | Q1 2026 | Apr 21, 2026 |
| Global Endowment Management, LP | History | Added to | 334,661 | 33,222 | 3.71% | 1.76% | 276 | +193,455 | 137.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 332,953 | 33,052 | 0.44% | 0.5% | 277 | -17,335 | -4.95% | Q1 2026 | May 15, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 328,168 | 32,577 | 1.0% | 0.99% | 278 | +27,424 | 9.12% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 327,394 | 32,500 | 0.39% | 0.35% | 279 | +13,231 | 4.21% | Q1 2026 | May 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 324,807 | 32,243 | 2.12% | 2.18% | 280 | -46,160 | -12.44% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 324,740 | 32,237 | 0.58% | 0.48% | 281 | +63,067 | 24.1% | Q1 2026 | May 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 321,837 | 31,949 | 0.58% | 0.6% | 282 | +7,976 | 2.54% | Q1 2026 | May 11, 2026 |
| a16z Perennial Management, L.P. | History | New | 321,231 | 31,888 | 2.65% | — | 283 | +321,231 | New | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 321,111 | 31,876 | 0.41% | 0.45% | 284 | +15,317 | 5.01% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 317,809 | 31,742 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 317,722 | 31,540 | 1.2% | 1.18% | 286 | -2,300 | -0.72% | Q1 2026 | Apr 16, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 316,836 | 31,452 | 8.26% | 8.12% | 287 | +1,643 | 0.52% | Q1 2026 | May 13, 2026 |
| P/E Global LLC | History | Reduced | 312,957 | 31,067 | 2.45% | 3.03% | 288 | -107,540 | -25.57% | Q1 2026 | Apr 09, 2026 |
| Summit Asset Management, LLC | History | Added to | 311,757 | 30,948 | 4.31% | 4.05% | 289 | +25,516 | 8.91% | Q1 2026 | May 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 309,931 | 30,766 | 0.5% | 0.51% | 290 | +6,206 | 2.04% | Q1 2026 | May 15, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 308,839 | 30,658 | 10.87% | 10.36% | 291 | +12,163 | 4.1% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Added to | 306,747 | 30,450 | 1.04% | 0.97% | 292 | +17,901 | 6.2% | Q1 2026 | Apr 22, 2026 |
| BROWN ADVISORY INC | History | Added to | 305,920 | 30,368 | 0.05% | 0.04% | 293 | +10,998 | 3.73% | Q1 2026 | May 15, 2026 |
| Marquette Asset Management, LLC | History | Added to | 305,135 | 30,290 | 4.53% | 4.26% | 294 | +16,177 | 5.6% | Q1 2026 | Apr 23, 2026 |
| Fort Henry Capital, LLC | History | Added to | 304,761 | 30,253 | 18.3% | 18.09% | 295 | +9,162 | 3.1% | Q1 2026 | Apr 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 304,322 | 30,210 | 3.31% | 2.91% | 296 | +34,027 | 12.59% | Q1 2026 | Apr 23, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 301,214 | 29,901 | 2.61% | 2.44% | 297 | +36,173 | 13.65% | Q1 2026 | Apr 07, 2026 |
| Compound Planning, Inc. | History | Added to | 299,111 | 29,692 | 0.91% | 0.8% | 298 | +27,484 | 10.12% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 297,890 | 29,571 | 1.8% | 2.05% | 299 | -8,264,854 | -96.52% | Q1 2026 | May 12, 2026 |
| Markin Asset Management, LP | History | Added to | 294,385 | 29,223 | 32.08% | 14.9% | 300 | +158,632 | 116.85% | Q1 2026 | May 15, 2026 |