iSHARES TRUST - AOK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 638,539 | 25,471 | 0.01% | 0.01% | 1 | -8,422 | -1.3% | Q1 2026 | May 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 396,812 | 15,828 | 3.82% | 3.75% | 2 | +8,071 | 2.08% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 343,820 | 13,714 | 0.0% | 0.0% | 3 | +24,996 | 7.84% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 218,371 | 8,710 | 0.1% | 0.01% | 4 | +187,602 | 609.71% | Q1 2026 | Apr 16, 2026 |
| Curran Financial Partners, LLC | History | Added to | 203,036 | 8,099 | 1.45% | 1.33% | 5 | +28,469 | 16.31% | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | Added to | 200,198 | 7,985 | 0.01% | 0.01% | 6 | +2,431 | 1.23% | Q1 2026 | May 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 178,434 | 7,117 | 0.05% | 0.04% | 7 | +42,622 | 31.38% | Q1 2026 | Apr 14, 2026 |
| One Capital Management, LLC | History | Added to | 175,243 | 6,990 | 0.19% | 0.02% | 8 | +157,361 | 880.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 172,626 | 6,886 | 0.0% | 0.0% | 9 | -68,525 | -28.42% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 165,955 | 6,619 | 0.0% | 0.0% | 10 | -16,764 | -9.17% | Q1 2026 | May 15, 2026 |
| Weaver Consulting Group | History | Added to | 148,591 | 5,927 | 1.41% | 1.44% | 11 | +2,161 | 1.48% | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | Added to | 147,271 | 5,874 | 1.49% | 1.49% | 12 | +2,883 | 2.0% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 108,224 | 4,317 | 0.0% | 0.0% | 13 | -49,476 | -31.37% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 103,594 | 4,132 | 0.01% | 0.01% | 14 | +10,776 | 11.61% | Q1 2026 | Apr 30, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 102,956 | 4,106 | 1.75% | 0.43% | 15 | +76,897 | 295.09% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 89,901 | 3,586 | 0.01% | 0.0% | 16 | +31,608 | 54.22% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 79,258 | 3,161 | 0.04% | 0.04% | 17 | +2,919 | 3.82% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 71,809 | 2,864 | 0.01% | 0.01% | 18 | -3,455 | -4.59% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 71,533 | 2,853 | 0.0% | 0.0% | 19 | -23,862 | -25.01% | Q1 2026 | May 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 71,015 | 2,832 | 2.24% | 1.31% | 20 | +29,644 | 71.65% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 68,378 | 2,727 | 0.0% | 0.0% | 21 | +27,968 | 69.21% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 56,600 | 2,257 | 0.53% | 0.4% | 22 | +12,950 | 29.67% | Q1 2026 | Apr 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 55,500 | 2,213 | 0.01% | 0.02% | 23 | -101,219 | -64.59% | Q1 2026 | May 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 54,879 | 2,189 | 0.45% | 0.47% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AVALON CAPITAL MANAGEMENT | History | New | 51,432 | 2,051 | 0.58% | — | 25 | +51,432 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 45,398 | 1,810 | 0.03% | 0.02% | 26 | +15,086 | 49.77% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 44,425 | 1,752 | 0.0% | 0.0% | 27 | +39,938 | 890.08% | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 40,052 | 1,597 | 0.14% | 0.15% | 28 | +429 | 1.08% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 39,691 | 1,583 | 0.0% | 0.0% | 29 | +2,401 | 6.44% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 38,373 | 1,530 | 0.0% | 0.0% | 30 | -1,278 | -3.22% | Q1 2026 | May 13, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 36,450 | 1,453 | 0.5% | 0.54% | 31 | +155 | 0.43% | Q1 2026 | Apr 20, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 35,302 | 1,408 | 0.1% | 0.1% | 32 | -756 | -2.1% | Q1 2026 | May 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 35,038 | 1,397 | 0.1% | 0.1% | 33 | +1,120 | 3.3% | Q1 2026 | Apr 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 32,878 | 1,311 | 0.14% | 0.14% | 34 | +173 | 0.53% | Q1 2026 | Apr 22, 2026 |
| RCW Management, LLC | History | No change | 31,989 | 1,276 | 1.31% | 1.3% | 35 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 31,119 | 1,240 | 0.0% | 0.0% | 36 | -7,802 | -20.05% | Q1 2026 | May 14, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 30,427 | 1,213 | 0.13% | 0.14% | 37 | -955 | -3.04% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 30,021 | 1,197 | 0.0% | 0.0% | 38 | -4,982 | -14.23% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 29,764 | 1,187 | 0.0% | 0.0% | 39 | -8,828 | -22.88% | Q1 2026 | May 15, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 29,489 | 1,176 | 0.89% | 0.87% | 40 | +34 | 0.12% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 28,337 | 1,130 | 0.0% | 0.0% | 41 | -370 | -1.29% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 28,075 | 1,119 | 0.05% | 0.09% | 42 | -20,303 | -41.97% | Q1 2026 | May 13, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 25,970 | 1,035 | 0.23% | 0.24% | 43 | -900 | -3.35% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 25,147 | 1,009 | 0.01% | 0.01% | 44 | +5,508 | 28.05% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 24,943 | 996 | 0.0% | 0.0% | 45 | -14,393 | -36.59% | Q1 2026 | May 15, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 23,436 | 934 | 0.62% | 0.66% | 46 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 23,198 | 925 | 0.14% | 0.14% | 47 | -34 | -0.15% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 22,647 | 903 | 0.0% | 0.0% | 48 | -375,598 | -94.31% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 22,411 | 893 | 0.07% | 0.04% | 49 | +7,059 | 45.98% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,486 | 857 | 0.0% | — | 50 | +21,486 | New | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 21,092 | 841 | 0.15% | 0.2% | 51 | -7,277 | -25.65% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 20,891 | 833 | 0.01% | 0.01% | 52 | +3,542 | 20.42% | Q1 2026 | May 15, 2026 |
| Madrid Financial Services | History | New | 19,819 | 790 | 0.47% | — | 53 | +19,819 | New | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 19,010 | 758 | 0.01% | 0.01% | 54 | +735 | 4.02% | Q1 2026 | May 06, 2026 |
| RDA Financial Network | History | Added to | 18,195 | 725 | 0.18% | 0.18% | 55 | +1 | 0.01% | Q1 2026 | Apr 08, 2026 |
| Janney Capital Management LLC | History | No change | 17,865 | 717 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 17,899 | 713 | 0.38% | 0.28% | 57 | -600 | -3.24% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 17,680 | 705 | 0.18% | 0.19% | 58 | -220 | -1.23% | Q1 2026 | Apr 17, 2026 |
| Wealth Forward, LLC | History | Reduced | 15,266 | 608 | 0.34% | 0.35% | 59 | -143 | -0.93% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,180 | 597 | 0.0% | 0.0% | 60 | +6,528 | 75.45% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 14,536 | 579 | 0.03% | 0.03% | 61 | +43 | 0.3% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 14,287 | 569 | 0.0% | 0.01% | 62 | -5,642 | -28.31% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,067 | 561 | 0.0% | 0.0% | 63 | -84,029 | -85.66% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12,702 | 506 | 0.0% | 0.01% | 64 | -14,102 | -52.61% | Q1 2026 | May 08, 2026 |
| TRUE Private Wealth Advisors | History | No change | 12,659 | 504 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 12,255 | 488 | 0.07% | 0.07% | 66 | -17 | -0.14% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 11,943 | 476 | 0.02% | 0.02% | 67 | -170 | -1.4% | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 11,580 | 464 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 11,254 | 448 | 0.0% | 0.0% | 69 | +5,555 | 97.47% | Q1 2026 | May 12, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 11,180 | 445 | 0.04% | — | 70 | +11,180 | New | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 10,989 | 438 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 10,826 | 431 | 0.03% | 0.04% | 72 | -4,149 | -27.71% | Q1 2026 | Apr 13, 2026 |
| National Wealth Management Group, LLC | History | Added to | 10,570 | 421 | 0.16% | 0.11% | 73 | +2,550 | 31.8% | Q1 2026 | May 11, 2026 |
| Legacy Financial Group LLC | History | Added to | 10,426 | 415 | 0.05% | 0.05% | 74 | +1,235 | 13.44% | Q1 2026 | May 04, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 9,836 | 392 | 0.26% | 0.29% | 75 | -1,631 | -14.22% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 9,495 | 378 | 0.02% | 0.03% | 76 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Insight Wealth Partners, LLC | History | No change | 9,401 | 375 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 9,243 | 368 | 0.01% | 0.01% | 78 | +537 | 6.17% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,969 | 367 | 0.01% | 0.01% | 79 | +43 | 0.48% | Q1 2026 | May 04, 2026 |
| Advisors Capital Management, LLC | History | No change | 8,904 | 355 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 8,566 | 341 | 0.11% | 0.11% | 81 | +22 | 0.26% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 8,541 | 340 | 0.01% | — | 82 | +8,541 | New | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 8,384 | 334 | 0.0% | 0.0% | 83 | +17 | 0.2% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | No change | 8,060 | 321 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Transcendent Capital Group LLC | History | Added to | 7,891 | 314 | 0.14% | 0.14% | 85 | +119 | 1.53% | Q1 2026 | Apr 27, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 7,825 | 312 | 0.2% | 0.28% | 87 | -3,230 | -29.22% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,827 | 312 | 0.0% | 0.0% | 86 | -1,139 | -12.7% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,744 | 308 | 0.0% | 0.0% | 88 | -463 | -5.64% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | New | 7,622 | 304 | 0.02% | — | 91 | +7,622 | New | Q1 2026 | Apr 29, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 7,625 | 304 | 0.09% | 0.08% | 90 | +639 | 9.15% | Q1 2026 | Apr 16, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 7,431 | 304 | 0.13% | 0.13% | 89 | +37 | 0.5% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,469 | 297 | 0.0% | 0.0% | 92 | +1,003 | 15.51% | Q1 2026 | May 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 7,260 | 295 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,325 | 292 | 0.0% | 0.0% | 94 | +2,068 | 39.34% | Q1 2026 | Apr 30, 2026 |
| NICOLET BANKSHARES INC | History | New | 7,274 | 291 | 0.01% | — | 95 | +7,274 | New | Q1 2026 | May 14, 2026 |
| Valley Financial Group, Inc. | History | Added to | 7,103 | 283 | 0.15% | 0.15% | 96 | +231 | 3.36% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 6,662 | 265 | 0.06% | 0.06% | 97 | +21 | 0.32% | Q1 2026 | Apr 28, 2026 |
| Well Done, LLC | History | Reduced | 6,538 | 260 | 0.04% | 0.04% | 98 | -210 | -3.11% | Q1 2026 | Apr 14, 2026 |
| FMR LLC | History | Added to | 6,493 | 258 | 0.0% | 0.0% | 99 | +432 | 7.13% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,412 | 255 | 0.0% | — | 100 | +6,412 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 6,392 | 254 | 0.01% | 0.01% | 101 | -720 | -10.12% | Q1 2026 | Apr 22, 2026 |
| Divergent Planning, LLC | History | No change | 6,001 | 241 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 6,000 | 239 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 5,924 | 236 | 0.1% | — | 104 | +5,924 | New | Q1 2026 | May 06, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 5,868 | 231 | 0.08% | 0.08% | 105 | -113 | -1.89% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,773 | 230 | 0.0% | 0.0% | 106 | +749 | 14.91% | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,667 | 226 | 0.0% | 0.0% | 107 | +6 | 0.11% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | New | 5,543 | 221 | 0.0% | — | 108 | +5,543 | New | Q1 2026 | May 15, 2026 |
| Prentice Wealth Management LLC | History | Added to | 5,517 | 220 | 0.05% | 0.05% | 109 | +503 | 10.03% | Q1 2026 | Apr 17, 2026 |
| Coordinated Financial Services, Inc. | History | New | 5,260 | 209 | 0.12% | — | 110 | +5,260 | New | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,104 | 203 | 0.01% | 0.01% | 111 | +20 | 0.39% | Q1 2026 | May 19, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,025 | 200 | 0.0% | 0.0% | 112 | -20,904 | -80.62% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 4,866 | 194 | 0.0% | 0.0% | 113 | +1,200 | 32.73% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 4,644 | 185 | 0.0% | 0.0% | 114 | +14 | 0.3% | Q1 2026 | Apr 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 4,490 | 179 | 0.0% | — | 115 | +4,490 | New | Q1 2026 | Apr 27, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 4,230 | 168 | 0.08% | 0.09% | 116 | -88 | -2.04% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 4,151 | 166 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 4,079 | 162 | 0.0% | — | 118 | +4,079 | New | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,004 | 159 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,879 | 155 | 0.0% | 0.0% | 120 | +98 | 2.59% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 3,574 | 142 | 0.0% | 0.0% | 121 | +432 | 13.75% | Q1 2026 | May 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 3,318 | 132 | 0.03% | 0.03% | 122 | +14 | 0.42% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,218 | 128 | 0.0% | 0.0% | 123 | +453 | 16.38% | Q1 2026 | Apr 07, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 3,169 | 126 | 0.01% | 0.01% | 124 | +169 | 5.63% | Q1 2026 | May 06, 2026 |
| Costello Asset Management, INC | History | No change | 2,635 | 105 | 0.04% | 0.03% | 125 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mosley Wealth Management | History | New | 2,378 | 95 | 0.04% | — | 126 | +2,378 | New | Q1 2026 | Apr 27, 2026 |
| Caldwell Trust Co | History | No change | 2,250 | 89 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 1,881 | 75 | 0.0% | 0.0% | 128 | +8 | 0.43% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,875 | 74 | 0.0% | 0.0% | 129 | +1,227 | 189.35% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,787 | 71 | 0.0% | — | 130 | +1,787 | New | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,777 | 70 | 0.05% | 0.06% | 131 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| United Community Bank | History | No change | 1,425 | 56 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Reduced | 1,394 | 55 | 0.0% | 0.0% | 133 | -8 | -0.57% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,337 | 53 | 0.02% | 0.02% | 134 | -49 | -3.54% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,238 | 50 | 0.01% | 0.01% | 135 | +133 | 12.04% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,243 | 49 | 0.0% | — | 137 | +1,243 | New | Q1 2026 | May 01, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,238 | 49 | 0.01% | 0.01% | 136 | +5 | 0.41% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 1,195 | 47 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,087 | 43 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,073 | 42 | 0.0% | 0.0% | 140 | +100 | 10.28% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 843 | 33 | 0.0% | 0.0% | 141 | +13 | 1.57% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 816 | 32 | 0.0% | 0.0% | 142 | +458 | 127.93% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 797 | 31 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | New | 774 | 30 | 0.0% | — | 144 | +774 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 729 | 29 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Leo H. Evart, Inc. | History | New | 692 | 27 | 0.02% | — | 146 | +692 | New | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | New | 635 | 25 | 0.01% | — | 147 | +635 | New | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Added to | 606 | 24 | 0.0% | 0.0% | 148 | +28 | 4.84% | Q1 2026 | Apr 06, 2026 |
| Archer Investment Corp | History | No change | 617 | 24 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 580 | 23 | 0.01% | 0.01% | 150 | +3 | 0.52% | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | No change | 551 | 21 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 495 | 19 | 0.0% | 0.0% | 152 | -8 | -1.59% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 477 | 19 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | Added to | 461 | 18 | 0.0% | 0.0% | 155 | +2 | 0.44% | Q1 2026 | Apr 22, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 475 | 18 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westfuller Advisors, LLC | History | Added to | 446 | 17 | 0.01% | 0.01% | 156 | +2 | 0.45% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 365 | 14 | 0.0% | 0.0% | 157 | -236 | -39.27% | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 336 | 13 | 0.0% | 0.0% | 159 | +8 | 2.44% | Q1 2026 | Apr 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 347 | 13 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 300 | 11 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 183 | 7 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 183 | 7 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NVWM, LLC | History | No change | 176 | 7 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | New | 151 | 6 | 0.0% | — | 165 | +151 | New | Q1 2026 | Apr 13, 2026 |
| Horizons Wealth Management | History | No change | 156 | 6 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Root Financial Partners, LLC | History | Reduced | 107 | 4 | 0.0% | 0.0% | 166 | -756 | -87.6% | Q1 2026 | Apr 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 28 | 1 | 0.0% | 0.0% | 167 | -2 | -6.67% | Q1 2026 | May 12, 2026 |
| Forefront Analytics, LLC | History | Closed out | 0 | 0 | — | 2.08% | — | -58,682 | -100.0% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -51,945 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -35,154 | -100.0% | Q1 2026 | Apr 23, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.38% | — | -22,281 | -100.0% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,544 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RTD Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -8,287 | -100.0% | Q1 2026 | Apr 10, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -7,006 | -100.0% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,776 | -100.0% | Q1 2026 | Apr 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,258 | -100.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,224 | -100.0% | Q1 2026 | May 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.04% | — | -3,931 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,270 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,426 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -803 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -753 | -100.0% | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -657 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 16 | 0 | — | — | — | +1 | 6.67% | Q1 2026 | May 06, 2026 |