iSHARES TRUST - AGZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Added to | 500,169 | 54,873 | 0.06% | 0.06% | 1 | +25,646 | 5.4% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 446,745 | 49,012 | 0.05% | 0.04% | 2 | +19,866 | 4.65% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 312,585 | 34,293 | 0.01% | 0.0% | 3 | +61,831 | 24.66% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 295,899 | 32,463 | 0.01% | 0.01% | 4 | +4,373 | 1.5% | Q1 2026 | May 14, 2026 |
| TRB Wealth Management, LLC | History | New | 133,722 | 14,670 | 2.08% | — | 5 | +133,722 | New | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 127,093 | 13,943 | 0.29% | 0.28% | 6 | +3,587 | 2.9% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 119,830 | 13,146 | 0.04% | 0.03% | 7 | +16,232 | 15.67% | Q1 2026 | May 08, 2026 |
| BAILARD, INC. | History | Added to | 113,101 | 12,408 | 0.29% | 0.28% | 8 | +275 | 0.24% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 97,630 | 10,710 | 0.0% | 0.0% | 9 | +9,669 | 10.99% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 95,062 | 10,429 | 0.04% | 0.04% | 10 | +709 | 0.75% | Q1 2026 | Apr 24, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 78,447 | 8,606 | 1.17% | 1.38% | 11 | -10,823 | -12.12% | Q1 2026 | Apr 14, 2026 |
| RKL Wealth Management LLC | History | Reduced | 76,180 | 8,357 | 0.75% | 0.73% | 12 | -4,424 | -5.49% | Q1 2026 | Apr 24, 2026 |
| Great Diamond Partners, LLC | History | Added to | 71,448 | 7,838 | 1.51% | 1.37% | 13 | +7,031 | 10.91% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 68,374 | 7,501 | 0.0% | 0.0% | 14 | -6,631 | -8.84% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 65,696 | 7,207 | 0.0% | 0.0% | 15 | +4,622 | 7.57% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 64,633 | 7,090 | 0.0% | 0.0% | 16 | -1,991 | -2.99% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 61,900 | 6,791 | 0.01% | 0.01% | 17 | +25,042 | 67.94% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 54,790 | 6,010 | 0.0% | 0.0% | 18 | +6,704 | 13.94% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 52,676 | 5,779 | 0.65% | 0.66% | 19 | -1,170 | -2.17% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | New | 52,232 | 5,730 | 0.07% | — | 20 | +52,232 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 49,569 | 5,438 | 0.0% | 0.0% | 21 | +6,482 | 15.04% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 38,608 | 4,235 | 0.0% | 0.0% | 22 | +11,429 | 42.05% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 38,101 | 4,180 | 0.01% | 0.0% | 23 | -579 | -1.5% | Q1 2026 | May 14, 2026 |
| Fluent Financial, LLC | History | Reduced | 36,285 | 3,986 | 1.46% | 1.61% | 24 | -2,076 | -5.41% | Q1 2026 | Apr 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 35,690 | 3,915 | 0.23% | 0.21% | 25 | +3,185 | 9.8% | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 26,582 | 2,916 | 0.1% | 0.12% | 26 | -5,744 | -17.77% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 24,245 | 2,659 | 0.1% | 0.07% | 27 | +5,034 | 26.2% | Q1 2026 | Apr 14, 2026 |
| Sunflower Bank, N.A. | History | No change | 23,035 | 2,527 | 0.64% | 0.64% | 28 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CVA Family Office, LLC | History | Reduced | 22,849 | 2,506 | 0.26% | 0.3% | 29 | -908 | -3.82% | Q1 2026 | Apr 29, 2026 |
| Tidal Investments LLC | History | Reduced | 20,980 | 2,295 | 0.0% | 0.01% | 30 | -5,447 | -20.61% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 20,006 | 2,194 | 0.0% | 0.0% | 31 | -5,891 | -22.75% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 19,192 | 2,105 | 0.0% | 0.0% | 32 | +7,324 | 61.71% | Q1 2026 | May 12, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 18,649 | 2,046 | 0.2% | 0.23% | 33 | -2,076 | -10.02% | Q1 2026 | May 15, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 16,581 | 1,819 | 1.8% | 1.68% | 34 | -1,734 | -9.47% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 16,090 | 1,765 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Triton Financial Group Inc | History | Added to | 15,212 | 1,673 | 2.92% | 0.64% | 36 | +6,400 | 72.63% | Q1 2026 | May 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 14,605 | 1,602 | 0.21% | 0.19% | 37 | +1,050 | 7.75% | Q1 2026 | May 08, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 13,718 | 1,505 | 0.29% | 0.22% | 38 | +276 | 2.05% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,600 | 1,382 | 0.0% | 0.0% | 39 | -5,643 | -30.93% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,380 | 1,358 | 0.01% | 0.01% | 40 | +351 | 2.92% | Q1 2026 | Apr 24, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 12,104 | 1,327 | 0.07% | 0.07% | 41 | +233 | 1.96% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 11,602 | 1,272 | 0.14% | 0.15% | 42 | -1,195 | -9.34% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Reduced | 11,553 | 1,267 | 0.0% | 0.0% | 43 | -909 | -7.29% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 11,147 | 1,222 | 0.0% | — | 44 | +11,147 | New | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 11,102 | 1,217 | 0.42% | 0.45% | 45 | -307 | -2.69% | Q1 2026 | Apr 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 11,037 | 1,210 | 0.02% | 0.01% | 46 | +1,856 | 20.22% | Q1 2026 | May 01, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 10,192 | 1,118 | 0.05% | 0.05% | 47 | +758 | 8.03% | Q1 2026 | Apr 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,950 | 1,091 | 0.0% | 0.0% | 48 | -13,446 | -57.47% | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 9,686 | 1,062 | 0.05% | 0.04% | 49 | +1,769 | 22.34% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,632 | 1,056 | 0.0% | 0.0% | 50 | +348 | 3.75% | Q1 2026 | Apr 27, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 9,506 | 1,042 | 0.04% | 0.05% | 51 | -557 | -5.54% | Q1 2026 | May 08, 2026 |
| Sharper & Granite LLC | History | Reduced | 9,345 | 1,025 | 0.35% | 0.37% | 52 | -80 | -0.85% | Q1 2026 | Apr 08, 2026 |
| Ignite Planners, LLC | History | Added to | 9,234 | 1,014 | 0.16% | 0.15% | 53 | +405 | 4.59% | Q1 2026 | Apr 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 9,211 | 1,010 | 0.01% | 0.01% | 54 | -1,688 | -15.49% | Q1 2026 | May 15, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 8,503 | 932 | 0.26% | 0.7% | 55 | -15,907 | -65.17% | Q1 2026 | May 11, 2026 |
| Impact Investors, Inc | History | Reduced | 8,217 | 901 | 0.63% | 1.49% | 56 | -11,269 | -57.83% | Q1 2026 | Apr 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 7,464 | 818 | 0.05% | 0.06% | 57 | -1,002 | -11.84% | Q1 2026 | Apr 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 6,623 | 726 | 0.04% | 0.02% | 58 | +2,337 | 54.53% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,219 | 683 | 0.0% | 0.0% | 59 | -302 | -4.63% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,836 | 640 | 0.02% | 0.02% | 60 | +157 | 2.76% | Q1 2026 | May 15, 2026 |
| Narus Financial Partners, LLC | History | Added to | 5,730 | 628 | 0.16% | 0.16% | 61 | +344 | 6.39% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 5,711 | 626 | 0.09% | 0.15% | 62 | -3,058 | -34.87% | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,591 | 613 | 0.01% | 0.02% | 63 | -3 | -0.05% | Q1 2026 | May 11, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 5,527 | 606 | 0.04% | 0.06% | 64 | -1,184 | -17.64% | Q1 2026 | Apr 16, 2026 |
| NOVEM GROUP | History | Added to | 5,508 | 604 | 0.07% | 0.06% | 65 | +491 | 9.79% | Q1 2026 | Apr 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,112 | 561 | 0.0% | 0.0% | 66 | +419 | 8.93% | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,981 | 546 | 0.0% | 0.0% | 67 | +4,482 | 898.2% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 4,484 | 492 | 0.01% | 0.01% | 68 | +886 | 24.62% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 4,485 | 492 | 0.01% | 0.02% | 69 | +843 | 23.15% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 4,402 | 482 | 0.0% | 0.0% | 70 | +22 | 0.5% | Q1 2026 | May 14, 2026 |
| BTS Asset Management, Inc. | History | Reduced | 4,090 | 448 | 1.73% | 0.61% | 71 | -13 | -0.32% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 3,430 | 376 | 0.0% | 0.0% | 72 | +1,028 | 42.8% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,309 | 363 | 0.0% | 0.0% | 73 | +10 | 0.3% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,291 | 361 | 0.01% | 0.01% | 74 | +16 | 0.49% | Q1 2026 | May 18, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 3,241 | 355 | 0.19% | 0.14% | 75 | +926 | 40.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 3,162 | 346 | 0.0% | 0.0% | 76 | +77 | 2.5% | Q1 2026 | May 14, 2026 |
| United Asset Strategies, Inc. | History | Added to | 3,066 | 336 | 0.03% | 0.03% | 77 | +29 | 0.95% | Q1 2026 | Apr 29, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 3,035 | 332 | 0.1% | 0.1% | 78 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sequent Planning LLC | History | No change | 2,932 | 321 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,874 | 315 | 0.03% | 0.03% | 80 | +173 | 6.41% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,811 | 308 | 0.0% | 0.0% | 81 | -21,830 | -88.59% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | No change | 2,765 | 303 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,604 | 285 | 0.01% | 0.01% | 83 | -47 | -1.77% | Q1 2026 | Apr 09, 2026 |
| Montis Financial, LLC | History | Reduced | 2,597 | 284 | 0.06% | 0.09% | 84 | -1,686 | -39.36% | Q1 2026 | May 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 2,435 | 267 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Stablepoint Partners, LLC | History | New | 2,434 | 266 | 0.04% | — | 87 | +2,434 | New | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,419 | 266 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,394 | 262 | 0.0% | — | 88 | +2,394 | New | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Added to | 2,330 | 255 | 0.01% | 0.01% | 89 | +5 | 0.22% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,245 | 247 | 0.0% | 0.0% | 90 | -1,083 | -32.54% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | No change | 2,254 | 247 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,240 | 245 | 0.0% | 0.0% | 92 | -6,785 | -75.18% | Q1 2026 | May 15, 2026 |
| Daviman Financial, LLC | History | Reduced | 2,232 | 244 | 0.14% | 0.31% | 93 | -2,540 | -53.23% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,196 | 240 | 0.0% | 0.0% | 94 | -143 | -6.11% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 2,045 | 225 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,045 | 224 | 0.0% | — | 96 | +2,045 | New | Q1 2026 | May 01, 2026 |
| StoneX Group Inc. | History | Reduced | 1,997 | 219 | 0.01% | 0.01% | 97 | -6 | -0.3% | Q1 2026 | May 14, 2026 |
| Portland Global Advisors LLC | History | No change | 2,000 | 219 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,995 | 218 | 0.0% | 0.0% | 99 | +129 | 6.91% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | No change | 1,978 | 217 | 0.04% | 0.03% | 100 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 1,930 | 211 | 0.03% | 0.04% | 101 | -357 | -15.61% | Q1 2026 | Apr 24, 2026 |
| Detalus Advisors, LLC | History | Reduced | 1,897 | 208 | 0.05% | 0.05% | 102 | -3 | -0.16% | Q1 2026 | Apr 22, 2026 |
| Faithward Advisors, LLC | History | Reduced | 1,879 | 206 | 0.03% | 0.04% | 103 | -562 | -23.02% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,869 | 205 | 0.0% | 0.0% | 104 | -14 | -0.74% | Q1 2026 | May 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,872 | 205 | 0.18% | 0.18% | 105 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 1,672 | 183 | 0.0% | — | 106 | +1,672 | New | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 802 | 87 | 0.02% | 0.04% | 107 | -452 | -36.04% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 505 | 55 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 505 | 55 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 475 | 52 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO | History | No change | 441 | 48 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 392 | 43 | 0.0% | 0.0% | 112 | -274 | -41.14% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 350 | 38 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 284 | 31 | 0.02% | 0.01% | 114 | +153 | 116.79% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 239 | 26 | 0.0% | 0.0% | 115 | -138 | -36.6% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 225 | 24 | 0.0% | 0.0% | 116 | +83 | 58.45% | Q1 2026 | May 15, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 210 | 23 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 187 | 20 | 0.0% | 0.0% | 118 | -37 | -16.52% | Q1 2026 | May 15, 2026 |
| Clean Yield Group | History | Reduced | 161 | 17 | 0.0% | 0.02% | 119 | -663 | -80.46% | Q1 2026 | Apr 14, 2026 |
| Park Place Capital Corp | History | Reduced | 149 | 16 | 0.0% | 0.02% | 121 | -562 | -79.04% | Q1 2026 | Apr 09, 2026 |
| AE Wealth Management LLC | History | No change | 148 | 16 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 125 | 13 | 0.0% | — | 122 | +125 | New | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | New | 109 | 11 | 0.0% | — | 123 | +109 | New | Q1 2026 | May 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 104 | 11 | 0.0% | — | 124 | +104 | New | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 97 | 10 | 0.0% | — | 128 | +97 | New | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 98 | 10 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Founders Financial Alliance, LLC | History | No change | 98 | 10 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | No change | 85 | 9 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | New | 76 | 8 | 0.0% | — | 130 | +76 | New | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 65 | 7 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 66 | 7 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ascentis Independent Advisors | History | New | 58 | 6 | 0.0% | — | 134 | +58 | New | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 60 | 6 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Reduced | 46 | 5 | 0.0% | 0.0% | 136 | -46 | -50.0% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 42 | 5 | 0.0% | 0.0% | 135 | -9 | -17.65% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,566 | 5 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 36 | 3 | 0.0% | — | 139 | +36 | New | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Archer Investment Corp | History | No change | 19 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Red Tortoise LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -191,462 | -100.0% | Q1 2026 | May 13, 2026 |
| Smith Salley Wealth Management | History | Closed out | 0 | 0 | — | 0.12% | — | -21,382 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Fortis Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -10,968 | -100.0% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,525 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,596 | -100.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,674 | -100.0% | Q1 2026 | May 15, 2026 |
| Legacy Private Trust Co. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,450 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,198 | -100.0% | Q1 2026 | Apr 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -2,103 | -100.0% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,904 | -100.0% | Q1 2026 | May 15, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,825 | -100.0% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -320 | -99.69% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q1 2026 | May 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 08, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 11, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 11, 2026 |
| Capital Advisor Network LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |